Salesforce Winter '15 Release Overview Deck

Winter ’15 Release

Overview Deck

This document may contain forward-looking statements that

involve risks, uncertainties, and assumptions. If any such risks or

uncertainties materialize or if any of the assumptions prove

incorrect, the results of salesforce.com, inc. could differ

materially from the results expressed or implied by the forward-

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The risks and uncertainties referred to above include - but are

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or delays in our service or our Web hosting; breaches of our

security measures; the financial impact of any previous and

future acquisitions; the nature of our business model; our ability

to continue to release, and gain customer acceptance of, new

and improved versions of our service; successful customer

deployment and utilization of our existing and future services;

competition; the emerging markets in which we operate; our

ability to hire, retain and motivate employees and manage our

growth; changes in our customer base; technological

developments; regulatory developments; litigation related to

intellectual property and other matters; and general

developments in the economy, financial markets, and credit

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Further information on these and other factors that could affect

our financial results is included in the reports on Forms 10-K, 10-

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Exchange Commission from time to time. These documents and

others containing important disclosures are available on the SEC

Filings section of the Investor Information section of the

salesforce.com website.

Salesforce.com, inc. assumes no obligation and does not intend

to update these forward-looking statements, except as required

by law.

Any unreleased services or features referenced on our website,

press releases, presentations or public statements are not

currently available and may not be delivered on time or at all.

Customers who purchase salesforce.com applications should

make their purchase decisions based upon features that are

currently available.

Safe Harbor Statement

Winter ‘15 Release Milestones

Release Types

General Enhancements

Mobile

Communities

Sales Cloud

Data.com

Service Cloud

Analytics

Chatter

Site.com

Force.com Customization

Force.com Development

ISV Enhancements

Agenda

Winter ‘15 Release Milestones

Staggered Release (R1)

Friday, 10/3(NA6, NA7, NA8, NA9, NA17)

Pre-Release

Available Externally,

Thursday, 8/21


Friday, 9/19(NA1)

Sandbox Available Friday, 9/5

(CS3, CS4, CS7, CS9, CS11,

CS12, CS13, CS14, CS15,

CS17, CS20, CS21, CS30)

August September October

Sandbox Available

Saturday, 9/6

(CS5, SR1, SR2)

Preview Docs Available

8/21


Friday, 10/17(EU0, EU1, EU2, EU3, NA0, NA2, NA3,

NA4, NA5, NA10, NA11, NA12, NA13,

NA14, NA15, NA16, NA19, NA20, NA21)

& Saturday, 10/18(AP0, AP1, CS1, CS2, CS6, CS8, CS10,

CS16, CS18, CS19, CS22, CS24, CS32)

ROD Available

Friday, 8/22

(see below note)

Website &

Community

Release Update

8/28

Release Training

Dates TBD

Definitions of Release Types

Pilot: New feature or function available

by invitation-only to a limited set of

customers. The purpose is to gather

feedback and data on product

functionality, scalability, performance and

usability, which will influence the direction,

continued development, or roll out of the

feature.

Beta: Minimum customer feature set

made available to a set of customers on

an opt-in basis, to gain early adoption and

minor feedback on product that the team

will be making minor, known

enhancements to in order for product to

meet marketable feature set. Must go GA

within two releases.

GA: Marketable feature set ready for all

customer production use and all

functional, quality and performance

requirements are complete.

Developer Preview: Provide early testing

opportunities to Developer Edition orgs on

upcoming developer technologies. The

purpose is to solicit feedback for features

that are not ready for a production

release (Pilot, Beta, or GA). The

Developer Preview is not backwards

compatible.

General Enhancements

More Streamlined Look for the Rich Text Editor

The Rich Text Editor, also known as the HTML Editor, that’s available in most

rich text area fields has been enhanced

– A new look

– Better performance

– Bug fixes

– Improved styling for pasted data

– Improved handling for pasted images

– Increased compatibility with newer browsers

The updated editor is also available in rich text area custom fields on records and

more.

The rich text editor lets users quickly and easily format text in rich text fields and

in tools such as the Knowledge article editor, questions in Chatter Answers, and

the Case Feed Email action.

The updated rich text editor has the same features and functionality it did

previously.

Microsoft® Internet Explorer® 6 and 7 continue to use the previous version of the

editor for all rich text area fields for compatibility reasons.

What are the General Enhancements to Salesforce?

Mobile Enhancements

General Salesforce1 Enhancements

Feed Enhancements

Productivity Enhancements

Sales Feature Enhancements

Analytics Enhancements

What are the Enhancements to Salesforce1 Mobile App?

To make it easier for users to search for

information without having to switch

away from their work to the navigation

menu, the global search box is now

accessible directly from the header.

What are the General Enhancements to Salesforce1 Mobile App?

Global search icon from

feed (before clicking)

Global search

after clicking

icon

Salesforce1 now helps users quickly find and access all

records they have permission to view without having to

finish typing the keywords for the search.

What are the General Enhancements to Salesforce1 Mobile App? (cont.)

As the user types,

the list of listviews

and MRU records

are filtered down to

those whose name

matches the search

term.

After at least three (3)

characters are in the

search term, the Quick

Results are

supplemented with more

records (not recently

accessed by the user)

whose names match the

search term. User is

also presented with the

option to issue a full

search on the search

term (to find records

where the search term

matches any of the

searchable fields).

User taps on search

input, and starts

typing in a search

term.

Provide users an easy way to take action within Salesforce1.

The Action Bar puts all relevant actions in one place and

adjusts the order based on the Record, List, or Feed that the

user is viewing.


Access to

relevant actions

depending on

what you are

viewing and have

permission to do.

We’ve added more actions to the action bar than were present in

the action tray previously, and created new action icons. Depending

on where a user is in Salesforce1, they may see some or all of these

kinds of actions in the action bar.

What are the Productivity Enhancements to Salesforce1?

New Task

actions

available

for making

quick

updates to

Tasks.

Tapping

“…”

exposes all

available

actions.

Swipe a task left

to reveal quick

actions. No need

to navigate to

the Task record.

Make mobile users more efficient by giving Salesforce1 users

access to contextual actions for records in a list. Call a contact,

Log a Call, or take any other action relevant to that record with

row actions.


Take action

without leaving a

list by swiping on

the record.

Create contacts from device address book with 1 tap

What are the Enhancements to Contacts?

New Contact

created on

Submit

Default

address book

fields are

mappedSupports

Search

Native

address book

screen

Native

permissions

first time onlyNew import

button

Approvals app in left nav: Provide the Salesforce1 user one place to see

all their pending approvals. Selecting an individual approval from the list

takes the user to the detail screen where they can Approve/Reject.


New

Approvals

app on Left

NavTapping brings you to

a list of approvals

awaiting response

With a tap, easily filter a list view to find just the records you need when you’re on the go


Filter any

listview

Add Filters to reduce the

scope of your list.

Easily identify Twitter followers you and your contacts have in common


New list of

People in

Common

New

Show

More

button

Tap icon

to view

feed


Customized Account News on Today (Pilot)

Articles are

displayed in a

browser

New Account News

Card. News is based on

meeting participant’s

accounts

More button

displays up to 10

articles

Clicking the

abstract will take

users directly to

the article

What are the Productivity Enhancements to Salesforce1?(cont.)

Customers may

customize the fields in

‘MORE’ by customizing

the layout of the Task

publisher action.

New Task form

emphasizes

most important

fields to make

capturing Tasks

easier.

Now the New Task page displays key task fields first, wherever you create a task in Salesforce1: in a task, on a

record, or on a feed.

Create an Add Products action and add it to the Publisher on the Opportunity detail page

What are the Sales Feature Enhancements to Salesforce1?

Add Product to

Opportunity on

desktop

Admin can create

“Add Product”

Action and add to

Opportunity Page

Layout

Add Product to

Opportunity on

Salesforce1

CUSTOMER IDEA: Allow Products / Pricebooks to be displayed in the

Salesforce1 app was submitted by a customer via the Idea Exchange.

View pictures of Opportunity Team members and quickly access their profiles to initiate a phone call or email

What are the Sales Feature Enhancements to Salesforce1? (cont.)


Salesforce1 Lead Convert (Beta). The Salesforce1 Lead Convert feature is a beta feature

available to all Sales Cloud CRM customers.

Existing Lead New Contact

Select

Convert

Action

Create New

Opportunity

(not required)

Define

Record

Owner Select

Existing

Account

Choose

Converted

Status

NOTE: By enabling this feature in the ‘Lead Settings’, users will have the opportunity

to convert leads to contacts within the Salesforce1 experience

Your sales reps no longer need to fiddle with

all the fields in a task record when they’re

simply trying to log a call. The Log a Call

action available on leads, contacts, and

accounts now displays only key fields.


Log Call form

emphasizes

most important

fields to make

logging calls

easier.Customers may

customize the fields in

‘MORE’ by customizing

the layout of the Log a

Call publisher action.

Call History matches recent calls to

Contacts for easy call logging and/or

contact creation


Show the

list of

recent calls

Can log the

call quickly

NOTE: This feature is only available with Android at this time

Drill to Report Enhancements to provide better usability on drill to report features

What are the Enhancements to Analytics?

Tap on chart to

view report

(Available since

Summer ‘14)

View up to 2000 report rows.

Floating Header to maintain

context while scrolling

through report rows

What are the Enhancements to Analytics? (cont.)

Filter report by

tapping on Chart

sections

View applied filter

by tapping on the

Filter Icon. Clear/

Remove filters from

here.


Truncated

content has

middle ellipsis

like MacOS for

better

readability Tap on truncated

content to view

entire content or

navigate to record Tap on truncated

content to view

entire content

Share Dashboard Components on Chatter to collaborate and make decisions with data in context


Tap on Share

icon to open up

Sharing options

@mention user

or group and add

a comment

Post dashboard

snapshot to the

feed


Add a comment,

@mention user

or group

Feed post

showing

dashboard

preview

Tap into feed

post to go to

dashboard

Salesforce1 Enhancements Summary

FeatureRelease

Type

Automatically visible to all users. No setup required.

Automaticallyvisible to all Admins. No

setup required.

Not automaticallyvisible. Feature

is available but requires some setup.

Contactsalesforce.com to

enable this feature.Salesforce Edition

SalesforceLicense

Lead Convert Beta PGE, PE, PxE, UE,

EE, DEn/a

Add Products Publisher Action

GA P PE, EE, UE, PxE, DE n/a

S1 Opportunity Team Card

GA P EE, UE, PxE, DEn/a

Notes Pilot P UE, EE, DEn/a

In-Line Editing GA P P UE, EE, DEn/a

Salesforce1 Drill to

Report EnhancementsGA P

EE, PxE, UE, DE,

Database.com

n/a

Chatter Sharing GA PEE, PxE, UE, DE,

Database.com

n/a

Offline Mode GA PEE, PxE, UE, DE,

Database.com

n/a

Salesforce Chatter Enhancements

Files Enhancements

Chatter Groups Enhancements

Chatter Feeds Enhancements

Other Chatter Enhancements

What are the Enhancements to Salesforce Chatter?

If an administrator enables federated search for a data source like SharePoint, users

can conveniently search its content for external files along with Salesforce data.

What are the Enhancements to Files?

Browse for content in

external repositories

Search for content in

external repositories

using global search

NOTE: Supported content repositories: SharePoint

2010, SharePoint 2013, SharePoint online.

Post external documents in any Chatter feed as a file reference.

What are the Enhancements to Files? (cont.)

The File and Content Links report helps customers determine what files have been shared externally via

links and how many of these links exist. The report also tracks the view count for each link so it’s easy to

determine engagement for each externally shared file.


See view counts

for each link

Each File can have multiple

links. All will be tracked

This report is grouped

under File and Content

Reports

Run a Report about Publicly-Shared Links to Files

– Run a new standard report from the Reports tab in Salesforce to learn

which files users are sharing using content deliveries or Share via link.

Use the report to show where and how users are sharing files in your

organization.

Users Have More Options in the File Sharing Settings Menu

– See Content Deliveries in the Sharing Settings Menu

• The Sharing Settings menu now shows content deliveries, in addition

to shares with people, groups, publicly available links, records in

Salesforce, and content libraries. Users can easily manage access to

the file directly from the Sharing Settings menu for each type of share.

– Know Who Can Access Files with Improved Sharing Descriptions

• If User Sharing is set to private in your organization, the sharing

settings menu better describes who the file is shared with, so users

don’t accidentally share files more widely than they intended.


Unlisted Groups provide a secure and confidential

way of collaborating with other Chatter users.

What are the Enhancements to Groups?

Unlisted

Group Type Even files

shared only with

Unlisted Groups

are secure

Unlisted

Groups in

Salesforce1

NOTE: Only users who are invited to the Unlisted

Group can see and access the group

Create new Unlisted

Groups via publisher,

you can even create

with customers.

New to Winter ‘15, forward emails with attachments

to Chatter Groups and post directly to the feed.

What are the Enhancements to Groups? (cont.)

First

Attachment:

Shows on post

Post by Email:

Email address for

this Group

Additional

Attachments:

Added as

comments

Add Action Links to Posts (Pilot)

Use action links to integrate Salesforce and third-party systems into the feed.

An action link is a URL on a post that links to an API, a Web page, or a file.

Enabling users to work in the feed is the most powerful way to ensure that

they adopt and engage in Chatter.

What are the Enhancements to Chatter Feeds? (cont.)

Work in the

Feed: Kate

can approve

her purchase

orders right

in the Feed

User-specific:

Ken can see

both “Order”

and

“Download”

Action Links Public vs.

Private:

Jessica

cannot see

“Order” as it

is private to

Ken

The Salesforce Today

Recommendation will be added to the

main Chatter feed, which will educate

users on Salesforce Today (the user can

enable Today directly from the feed post).

Chatter Group Recommendations will

be brought directly into the feed for users

in both the internal org and communities.

What are the Other Enhancements to Chatter? (cont.)

Today

promo in

the feed

Enable Today or

download the

mobile app

Recommended

public groups to

users in the feed

Join groups

straight from the

feed also in

Communities

Redesigned Email Notifications

– Email Notifications for Private Messages feature a new mobile friendly layout and

support branding to Community and Organization themes.

Mobile User Context Switching from Emails

– Clicking links in Chatter email notifications and digests on mobile devices launch

the context-appropriate application, organization, and community.

Use CORS (Cross-Origin Resource Sharing) to Access Chatter REST API

– CORS is a W3C recommendation that enables Web browsers to request

resources from origins other than their own (cross-origin requests). For example,

using CORS, a JavaScript script at https://www.example.com could request a

resource from https://www.salesforce.com.

– Connect REST endpoints can now be used to embed Salesforce functionality

such as Chatter and Communities in other domains.

What are the Other Enhancements to Chatter? (cont.)

https://www.salesforce.com

Salesforce Chatter Enhancements Summary

FeatureRelease

Type

Automatically visible to all users. No setup

required.


setup required.



Contactsalesforce.comto enable this

feature.

Salesforce Edition

Salesforce License

Files Connect GA PPE, EE, PxE,

UE

Salesforce Chatter Only Salesforce Platform Salesforce Platform Light Salesforce Platform One Force.com - One App Force.com App Subscription Partner App Subscription Identity Work.com only Ideas Only Siteforce Only Knowledge Only

Unlisted Groups GA PCM, GE, PE, EE, PxE, UE,

DEAny license with Chatter

Email to Groups Attachments

GA P P P All n/a

Chatter for Sharepoint GA P EE, UE, DE n/a

User Sharing for Files GA PCM, GE, PE, EE, PXE, UE,

DEn/a

Salesforce Chatter Enhancements Summary (cont.)

FeatureRelease

Type


required.


setup required.



Contactsalesforce.comto enable this

feature.

Salesforce EditionSalesforce

License

Content Delivery API and other enhancements

GA PCM, GE, PE, EE, PXE,

UE, DEn/a

Sharing Report GA PCM, GE, PE, EE, PXE,

UE, DEn/a

Today Promo GA PPersonal, GE, PE, PxE, UE, DE, Database.com

Standard user

Group Recs GA PPersonal, GE, PE, PxE,

UE, DE

All users, including

community users

CORS Support GA PPersonal, GE, PE, PxE,

UE, DE

For a full list of Salesforce Chatter features and

enhancements, please see the release notes.

Communities Enhancements


Moderation Enhancements

New Reporting Options

Navigation and Featured Topics

Community Designer (Beta)

Community Templates

What are the Enhancements to Communities

Analytics: If you’ve mapped dashboards to a community, you see the Analytics

menu, and under it, the links to each mapped dashboard. Previously, the

dashboards were accessed from the drop-down list on the Overview page.

What are the Enhancements to Communities?

Easy setup of analytics

dashboards for the

community

Enhanced

navigation

New home

page with quick

links

NOTE: The Community Engagement Console is now called Community Management,

also referred to as the Community Management page in Help & Training, to more

accurately represent the wide array of management features it provides access to

What are the Enhancements to Communities? (cont.)

Metrics to track

adoption and

engagement

One-click

refresh button

New summary

reports in all

dashboards

Dashboards added to

the Communities

Analytics package

The Moderation section contains the Flagged Posts feed,

which shows all the posts and comments that were flagged

as inappropriate by community members.


Easy moderation to

flagged posts and

comments

Moderators can quickly

take actions on flagged

items


Enable Reporting Options for External Users. Allow external users

with Partner Community or Customer Community Plus licenses that

have the “Run Reports” permission, to view and modify report options

so that they can summarize and filter reports.

Enable report options

from setup

Report options

are now visible in

Community


With Communities Reputation Enhancements, configure

reputation points for questions and answers in the feed,

customize reputation levels, and view feed notifications for

reputation level increases.

Community

managers can

upload new icons

by clicking here

New Q&A and

Best Answer

events added

Notification of

level-up in the

feed

Topics help you structure a community to quickly guide members to

the information that matters most. As a community manager, you

choose navigational topics to provide a consistent map of your

site, and featured topics to highlight current, popular conversations.


Create navigational

topics from the

Community

Management

Ability to rename

topics from here

Ability to upload and

assign an image to the

topic

Ability to re-order the

navigation menu by

topic

Create featured topics

Enabling nickname display in your community allows more

privacy and protects member identities. This is especially

helpful in a public community where unregistered visitors can

access member profiles.


Nickname displayed

prominently in profile

view of new templates

Users are referred

to by their

nicknames

Now customers can create custom Visualforce pages for

login, logout, and self-registration for their communities.


Customers can specify the URL of

the custom login page to use


the custom logout page to use


the custom registration page to use

Located in

Community

setup overlay

Custom service not available pages: Customers

can create custom Visualforce pages for times

when the service they are providing is not available


Customers can use a

custom Service Not

Available page

Community Designer (Beta): Branding Editor

Site.com studio is transforming into the Community Designer. The Branding Editor is the first step in modernizing

and improving the entire Site.com.


Color Palette for

customers to use as

a starting point

Colors are adjusted

here

Images

Switch between the new

Community Designer and

the previous Site.com

interface

Customers will always

see a live preview of the

site as they are

customizing it.

Switch between

Phone, Tablet, and

Desktop views

Switch between the

main website, login

pages, and error

pages

Over 20 available fonts

Community Designer (Beta): Template Wizard

Customers are able to choose one of several templates to build their site from.


When no page created, users are

given the choice to choose a

Community Template

There are 3

templates for

Self-Service

sites and 1

Template for an

Identity Site

Users still have

the ability to use

the Site.com

Studio without

Templates

Hovering over a

template will

give you details

of the template

and what use-

cases it enables

Community Templates: Self-Service Templates

Customers can use these templates to build self-service support websites. These are available in the

new Community Designer (Beta)


Kokua & Koa enables Knowledge Articles, Cases, and Web2Case

Customers give us a Data Category Group to use and we will

automatically build this responsive website for them.

Kokua Koa Napili

Napili enables Chatter Questions, Knowledge Articles,

Cases, and Web2Case

Built for users to engage with other community members,

this is the next generation Chatter Answers for public self-

service communities

Community Templates: Mobile Optimized

All Community Templates are built to be responsive so that they look great on any device


Community Templates: Kokua & Koa

Kokua and Koa are specific for customers that want to build

a site for:

Knowledge Base (public or authenticated)

Cases (Web2Case or Authenticated Cases)

Case Deflection

Both of these templates require customers to have Service

Cloud Knowledge enabled for their org.

The structure of the site is built out of a Data Category

Group. Specify for us what your Data Category Group is

and these templates will automatically build out the site for

you.

Users are also able to log into the template and view cases

(along with case comments) the user has access to.


Kokua

Koa

Community Templates: Kokua & Koa (Profile Page)


A user who has logged

in can see a list of

cases that he/she has

access to.

The admin has to

specify which List View

to use (and likely

configure sharing

rules), and we will

display that List View in

this profile page.

Community Templates: Napili

The Napili template allows community users to engage with

other users to ask and answer questions.

Chatter Questions



Case Deflection

Napili only requires Chatter to work. Knowledge is optional.

The structure of the site is built using Navigational Topics,

which are set up in Community Management.


Napili

Community Templates: Napili (Home Page)


Featured Topics on the Home

page allow for admins to

highlight important topics for

users to navigate to

Users can search for

Questions & Articles. They

can also ask Questions and

create cases from this

component

Users can post a question or

create a case from these

buttons on the bottom

Trending Articles Component

allows users to see which

articles are being viewed the

most recently

Users required

to log in to ask

or respond to

questions

Navigational Topics allow a user

to navigate through the site on

topics selected by the admin

Can be configured for

Web2Case or require

Authentication

Community Templates: Napili (Search / Publish Experience)


As a user types in text into the

search box, we show the user

articles that may answer

his/her question in real time

Clicking on the

“Search” button will

direct a user to a

search results page

Users can choose between

Articles or Discussions to

view in the dropdown

deflection

To ask a question (or

create a case), user

will be asked to

authenticate

Community Templates: Napili (Topic Page)


Users can view questions that

other people have asked and

can answer these questions

Filtering and Sorting

the Questions

Users are able to switch between seeing

Discussions (conversations between

community users) and Knowledge Articles

(optional)

Community Templates: Napili (User Profile Page)


Users are able to see a list of

cases with the My Cases

Component

As an Admin, you have to

specify what List View you

want us to use and you will

want to set up the proper

security / visibility controls

Users are also

able to view and

edit their profile

details and view

their community

reputation

Community Templates: Knowledge Articles (All Templates)


Users can browse to

Knowledge Base articles to see

if this answers their questions

Community Templates: Authenticated Cases or Web2Case (All 3 Templates)


Allow your users to

submit cases for your

agents to answer.

Works with either

Web2Case or

Authenticated Cases

Admins who set up this

component must tell us

the Global Action they

wish to use for the Guest

User and what Global

Action to use for the

Authenticated User (can

be the same or different)

(File Attachments only

work for the

authenticated user right

now)

After the user types in a

Subject and/or a

Description, we refine

the articles on the right

side for case deflection.

Hopefully they will find a

solution to their issue

without submitting the

case!

Community Templates: Case Detail Page (All Templates)


Highlights about

the submitted

case

Users can

interact with

agents by writing

text here and

attaching files

User can see

complete history

of case

comments

between him/her

and the agent

Users can close

the case if their

issue is resolved

already

Case Details

Case Attachments

Communities Enhancements Summary

REFERENCE: For a full list of Communities features

and enhancements, please see the Release Notes.

Feature Release TypeAutomatically

visible to all users. No setup required.


setup required.





SalesforceLicense

Community Management GA PEE, UE, DE,

PerformanceCommunities

Licenses

Reputation Engine GA PEE, UE, DE,


Licenses

Navigational and

Featured TopicsGA P

EE, UE, DE, Performance

Communities Licenses

Nickname GA PEE, UE, DE,


Licenses

Custom Login / Logout /

Self-reg pagesGA P



Custom Service Not

Available pagesGA P



Community Designer Beta PEE, UE, DE,


Licenses

Community Templates GA PEE, UE, DE,

Performance


(KnowledgeOptional)

Sales CloudEnhancements

Territory Management Enhancements

Lead Enhancements

Activities Enhancements

Opportunities Enhancements

Collaborative Forecasting Enhancements

Salesforce for Outlook

Additional Sales Cloud Enhancements

Duplicate Management (Beta)

Work.com Enhancements

What are the Enhancements to the Sales Cloud?

Clone a Territory Model to Test Out Different Structures and Scenarios

Cloning lets you copy a territory model (with all associated objects and manual

assignments) so you can safely explore alternative modeling options.

What are the Enhancements to Territory Management?

“Deep” clone

a territory

Guidance message

appears before

cloning takes place

What are the Enhancements to Territory Management? (cont.)

You can now define an assignment rule once and use it in

multiple Territories. If you start from a territory record, you can

also apply the rule to the territory’s descendants.


Assign and View Territories Directly from an Account.

Sometimes it makes sense to assign or view territories

directly from a specific account. The Territories related list

on the Account record lets you do just that.


New with Winter ’15, you can identify territory users by territory role. Territory roles help assigned

users identify colleagues, collaborators, and other key resources to help close deals.

Quick info without

drill down to Users

Assigned page


Run Territory Rules Directly from the Territory Hierarchy. We’ve

added a Run Rules option for each territory in the hierarchy.

Now you can run rules for individual territories without leaving

the context of the hierarchy.

Quick action without

drill down to territory

record

CUSTOMER IDEA: Run Rules was submitted

by a customer via the Idea Exchange.


Apex Triggers are Available on the Territory and User

Territory Association Objects. Use them to automate

actions related to record changes on those objects.

What are the Enhancements to Activities?

Add custom lookup fields on Activities (Beta)

Users Can Control Their Own Task Notifications

Other Changes in Activities

– Labels Have Been Changed in User Settings

– The Interaction Flow for Private Events Has Been Changed

– Resources Are Now Released When Events Are Soft-Deleted

What are the Enhancements to Opportunities?

Add Products publisher action for Opportunities.

Create an Add Products action and add it to the

Publisher on the Opportunity detail page.

Admin can create

“Add Product”

Action and add to

Opportunity Page

Layout

Add Product to

Opportunity on

desktop

Add Product to

Opportunity on

Salesforce1

CUSTOMER IDEA: Allow Products / Pricebooks to be displayed in the

Salesforce1 app was submitted by a customer via the Idea Exchange.

What are the Enhancements to Opportunities? (cont.)

Salesforce1 Opportunity Team Card. View pictures

of Opportunity Team members and quickly access

their profiles to initiate a phone call or email


Customizable Opportunity Split Multi-Line Editor. Add

custom Opportunity Split fields to the Multi-Line Editor so

user can view/add/edit information quickly.

Add custom

fields to the

the Multi-Line

Editor

Custom fields

STOP: Not supported in Internet

Explorer versions 7 & 8.


Custom Field Splits in Enterprise Edition. In Summer ‘14

Custom Field Splits was generally available for Unlimited &

Performance Edition. In Winter ’15 this feature is now available

for Enterprise Edition customers.Users can view each

split in a tab

You can add custom

split types like ACV in

this example

What are the Enhancements to Forecasting? (cont.)

Sales managers can track revenue from sales team members who help close opportunities, but are

not directly responsible for them using Overlay Splits Forecasts (Generally Available)

Overlay Forecast

view

Split % and

Forecasted Amount

based on

Opportunity Split

Give your sales teams added flexibility for predicting revenue.

Let them forecast on custom opportunity currency fields

that matter to your organization.


View Quotas View the Custom Field

Forecast

CUSTOMER IDEA: Custom Field Forecasts was submitted

by a customer via the Idea Exchange with over 2000 votes!

The Forecasted Amount = the

Amount on Opportunity Split.

It is the basis for the Forecast

Summary above.


Add notes to Forecast Adjustments. Forecast

managers can now add a brief note along with

each adjustment they make to forecast amounts.

We’re excited to introduce Data.com Duplicate Management

(Beta). Now you can control whether and when you allow users

to create duplicate records inside Salesforce; customize the logic

that’s used to identify duplicates; and create reports on the

duplicates you do allow users to save.

What is Duplicate Management?

‘Duplicate Rules’ appears in setup for Beta customers

Provided by Data.com, but no Data.com license is required

Available to customers with professional edition and above

Administrator defines behavior when duplicates are added to

Salesforce.com: block, alert or report

New!

What is Duplicate Management? (cont.)

End user experience on desktop - block


End user experience on desktop - alert


Report Action

For report action: no change to

the user experience;

save is allowed

Duplicates are flagged in a new

Salesforce.com object called

‘Duplicate Record Set’

available to API, custom

reports and list views

user profiles control access


Duplicate Alerts in Salesforce1

Select

Contacts,

Leads or

Accounts

Create

new or

duplicate

Or create a

new record

from MDP

Enter

Contact

info and

save

Duplicate

list window

pops open

Easily hide

duplicates

Modify data and

save again or

select from

duplicate list


Other S1 improvements. Additional Enhancements

for Dupe Alerts in S1 (new since Summer ‘14 pilot)

Dupe alerts now work in iOs

when creating from + menu

Duplicates now found on

field exit (pre-submit)

Dupe alerts now respect

duplicate rule conditions

Works in iOs

Filtered by

conditionsAdmin must enable


Edit View

Admin configures

duplicate rules under

‘Duplicate

Management’ in setup

Selects desired

actions for create

and edit

Report

action new

in beta


List Views

Can arrange rules to

define the order

they’re evaluated in


View Page


Use matching rules to determine

how two records are compared

and identified as duplicates.

Currently, matching rules are only

available with accounts, contacts,

and leads.

New! Now supports

lookup fields and

fuzzy matching

Admins can configure

custom match rules with

exact match logic


Standard matching rules with fuzzy matching

Prebuilt match rules available for

accounts, contacts and leads

Will use fuzzy match logic on

name fields

New in Beta: all orgs can

access standard rules with

fuzzy matching


Conditional Criteria

Criteria option available on duplicate rules

If an evaluated record doesn’t meet criteria, it ignores the rule

Conditions can be set on any fields on the selected object type

Conditions can also be set on selected fields on the user object (current user)

Conditions also support advanced filter logic

Define conditional criteria to

limit which records duplicate

rules apply to


Sharing Rule Preference

Admin specifies whether

duplicates are blocked

even if the user can’t view

the duplicate

Side Panel users can do more with Outlook Tasks.

With the Side Panel on the Outlook Tasks view,

Salesforce records can be related to tasks directly

there, instead of from the Unresolved Items queue.

What are the Enhancements to Salesforce for Outlook?

Search records. Click

on the desired results

icon to relate a

Salesforce record to

the task

The association will

then show in the Side

Panel

Let Users Select Specific Email Attachments to Add to Salesforce. Sales reps select the attachments they

want to save by clicking on the icon next to each one of them.

What are the Enhancements to Salesforce for Outlook? (cont.)

Select or dismiss

attachments


Allow users to select attachments in Outlook Configurations. With the Side Panel and Add Email preferences

on, all email attachments get automatically saved. By checking "Allow users to select attachments", admins give

users the ability to pick specific attachments only.

Note the new admin

preferences for managing

emails and attachments.

Setting up new users is easy. Now new Outlook configurations include

“Add Email” by default. We’ve also removed the need for new side panel

users to set up “My Email to Salesforce” to add Outlook emails and

attachments to Salesforce records.

The changes mean that you can expect your users to experience this

default behavior when you set them up in new Outlook configurations:

– Users you’ve set up to use the side panel can add emails (including

all email attachments automatically), events, and tasks to Salesforce

records directly from the side panel, but users don’t need to take any

additional steps to use the feature.

– Users you haven’t set up to use the side panel can add emails

(including all email attachments automatically) to their Salesforce

records from the “Add Email to Salesforce” button in the Outlook

ribbon. However, these users are still required to set up “My Email to

Salesforce”.


Assign Your Users’ Outlook Sync Folders. In Outlook

Configurations, an admin can specify the Outlook folders where

contacts, calendar events, and tasks sync between Outlook and

Salesforce, so sales reps don’t have to.


Admins indicate

the Outlook folder

where contact data

syncs

And so on for

calendar

events and

tasks…

What are the Enhancements to Work.com?

Search & Smart Filters of Badges

Search on Badge Name or

Description (Desktop Version)

Search on

Badge Name or

Description on

Salesforce1

Smart Filters

on

Salesforce1

Filters:

Most Recent Badges, Badge

I’ve Created, Company

Badges, All Badges

What are the Enhancements to Work.com? (cont.)

Recognition features on Salesforce Platform

Recognition on the Salesforce

Platform includes Creating /

Editing Badges, Uploading

Badge Image, Add/Editing

Givers, and Individual Badge

Limits.

Profile Recognition tab and list

views

Create/Edit

badges using

Platform UI

Add custom

fields to detail

page/layout &

listviews

What are the Enhancements to Work.com? (cont.)

Auto Suggest Skills based on Topics

Endorsed topics will

be auto-suggested

as skills

Feature is behind a

permission under

Setup > Work.com

Settings

Sales Cloud Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Deep Clone GA P EE, PxE, UE, DE Sales Cloud

Rule Sharing GA P EE, PxE, UE, DE Sales Cloud

Territory Assignment on

Account Record GA P EE, PxE, UE, DE Sales Cloud

Trigger on Territory Objects GA P EE, PxE, UE, DE Sales Cloud

User Roles GA P EE, PxE, UE, DE Sales Cloud

Metadata API GA P EE, PxE, UE, DE Sales Cloud

Sales Cloud Enhancements Summary (cont.)

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Add Products Publisher Action

GA P PE, EE, UE, PxE, DE n/a

Salesforce1 Opportunity Team Card

GA P EE, UE, PxE, DE n/a

Customizable Multi-Line

Editor for Opportunity SplitsGA P EE, UE, PxE, DE n/a

Custom Field Splits for

Enterprise EditionGA P EE, UE, PxE, DE

n/a

Custom Field Forecasts GA P PxE, UE, EE, DE n/a

Overlay Forecasts GA P PxE, UE, EE, DE n/a

Adjustment Note (TBD) GA P PxE, UE, EE, PE, DE n/a

Duplicate Rules Beta P PE, PxE, EE, UE, DE Sales Cloud


FeatureRelease

Type


required.


setup required.





SalesforceLicense

Matching Rules Beta P PE, PxE, EE, UE, DE Sales Cloud

Duplicate Alerts (desktop) Beta P PE, PxE, EE, UE, DE Sales Cloud

Duplicate Alerts

(Salesforce1)Beta P PE, PxE, EE, UE, DE Sales Cloud

“Allow users to select attachments” preference in Outlook Configurations

GA P PE, EE, PxE, UE, DE Sales Cloud

Select attachments to save GA PCME, GE, PE, EE,

PxE, UE, DESales Cloud

Associate tasks in Side

PanelGA P

CME, GE, PE, EE, PxE, UE

Sales Cloud

Specify Outlook folders

where data syncsGA P PE, EE, PxE, UE, DE Sales Cloud

Create Contact from address book import

GA PPersonal, GE, PE,

PxE, UE, DE,

Twitter People in Common GA PPersonal, GE, PE,

PxE, UE, DE


FeatureRelease

Type


required.


setup required.





SalesforceLicense

Dedupe during Contact

CreateBeta P

Personal, GE, PE, PxE, UE, DE

InternationalizationLocalization

GA P PE, EE, PxE/UE, DE Work.com*

Badge Filter & Smart Search in Salesforce1

GA P PE, EE, PxE, UE, DEOrgs with Chatter enabled

Recognition on Platform GA P PE, EE, PxE, UE, DE Work.com*

Skills Feature Enhancements Beta P PE, EE, PxE, UE, DE Work.com*

*PxE includes Work.com user feature licenses

Service Cloud Enhancements

Case Management Enhancements

Email-to-Case Enhancements

Salesforce Console Enhancements

Service Community Enhancements

Community Templates for Self-Service

Knowledge Enhancements

Social Customer Service Enhancements

What are the Enhancements to Service Cloud?

With compact feed enabled, support agents working

in the Salesforce console can see much more

information about cases with less scrolling, making it

easier to get the full history of a case and resolve

customers’ issues more quickly.

What are the Enhancements to Case Management?

Collapsed

Feed Click to expand and

collapse the feed

Expanded

Feed

What are the Enhancements to Case Management? (cont.)

This feature is enabled

at a Page Layout level

Setting up and enabling Compact Case Feed

Case Feed Files Component Now Supports Drag-and-Drop.

Support agents can drag and drop files onto the Case Feed files

component to quickly and easily add them as case attachments.


NOTE: The Case Files widget now support drag and drop for

the Desktop and Service Cloud Console apps.

You can now include cc’ed email addresses on Email-to-

Case auto-response messages Use this option to make

sure that the auto-response reaches everyone the customer

wants to include on the email thread for their issue.


New location for:

Email Templates

Rich Text Mode/Text Mode

Email Attachments

Upgraded Rich

Text Editor with

new style

In-line user lookup for

email publisher


Re-Styled case experts and case files

NOTE: Both the Case Files and Case Experts widgets can

now be added to Service Cloud Console sidebars.

Users now have greater flexibility for viewing

details about items in the related list

component—a component added to a record

that lists items that are related to that record.

By hovering, users get the information that

they need without having to look for it

elsewhere.

What are the Enhancements to Service Console? (cont.)

Users can now use inline editing to change field values in

the Lookup component. With inline editing, users can

manage information more efficiently.

What are the Enhancements to Service Console? (cont.)

What are the Enhancements to Service Communities?

Ask Questions in the Chatter Feed with Chatter Questions

Extend the best possible self-service community with a site that promotes community

engagement internally and externally with questions in Chatter.

Chatter Questions allows users to ask questions in their Chatter feed, in groups, and in records.

Members in your users' groups and communities can answer questions in Chatter just like

commenting on a post in Chatter. The person who asked the question or the question's

moderator can select a best answer—which is prominently displayed in the feed—allowing other

users to quickly and easily find the best response to their question.

Your users can organize their information with the question title and details about their question.

They can ask the question to their followers, to a group, or to a specific person, as they can with

other Chatter feed items.

What are the Enhancements to Service Communities? (cont.)

Add a Question to Chatter Publisher

Question publisher is native in Chatter: Once

added, customers can ask question directly from

the Chatter Publisher. Chatter Questions will

appear directly in the feed

Add Question publisher to

Chatter and Chatter Groups

Publisher Layouts*

NOTE: Group publisher actions can appear in a different order than in the

main Chatter feed. Put the Question publisher in the first position in

groups to help users get answers fast, and avoid posting duplicates!


Select a Best Answer

Moderators and

question authors can

select the best answer

to a question

Best answers are

displayed at the top

of the feed, and are

quickly and easily

visible, even when

there are many

answers and the feed

is folded


Questions in Salesforce One

View

Questions in

Salesforce

One

Best Answers

are surfaced

below each

question in the

main feed, so

they’re easily

visible

See the user

who selected the

Best Answer

Select,

Remove, and

View Best

Answers in

Salesforce One

Ask

Questions in

Salesforce

One

Question Deflection (Beta) allows users to view

Similar Questions while asking a Question.


View Similar

Question

Details: See this

question’s best

answer, “Like,”

Bookmark, or

comment on it

Deflection:

Users are

shown

similar

questions as

they ask

their own

See in a glance if the

similar questions

have a best answer,

and how many

comments each has

received

Article Deflection (Beta) allows users to view

Related Articles while asking a Question


Quickly View

Related

Article’s

details

Enable or

Disable Article

Deflection in

Setup

Article Deflection: Users are

shown related Articles as they ask a

Question

Community Templates: Self-Service Templates

Customers can use these templates to build self-service support websites. These are available in the

new Community Designer (Beta)

What are the Enhancements to Community Templates for Self-Service?

Kokua & Koa enables Knowledge Articles, Cases, and Web2Case

Customers give us a Data Category Group to use and we will

automatically build this responsive website for them.

Kokua Koa Napili

Napili enables Chatter Questions, Knowledge Articles,

Cases, and Web2Case

Built for users to engage with other community members,

this is the next generation Chatter Answers for public self-

service communities

Community Templates: Mobile Optimized

All Community Templates are built to be responsive so that they look great on any device


(cont.)

Community Templates: Kokua & Koa

Kokua and Koa are specific for customers that want to build

a site for:



Case Deflection

Both of these templates require customers to have Service

Cloud Knowledge enabled for their org.

The structure of the site is built out of a Data Category

Group. Specify for us what your Data Category Group is

and these templates will automatically build out the site for

you.

Users are also able to log into the template and view cases

(along with case comments) the user has access to.


(cont.)

Kokua

Koa

Community Templates: Kokua & Koa (Profile Page)


(cont.)

A user who has logged

in can see a list of

cases that he/she has

access to.

The admin has to

specify which List View

to use (and likely

configure sharing

rules), and we will

display that List View in

this profile page.

Community Templates: Napili

The Napili template allows community users to engage with

other users to ask and answer questions.

Chatter Questions



Case Deflection

Napili only requires Chatter to work. Knowledge is optional.

The structure of the site is built using Navigational Topics,

which are set up in Community Management.


(cont.)

Napili

Community Templates: Napili (Home Page)

What are the Enhancements to Community Templates for Self-

Service?(cont.)

Featured Topics on the Home

page allow for admins to

highlight important topics for

users to navigate to

Users can search for

Questions & Articles. They

can also ask Questions and

create cases from this

component

Users can post a question or

create a case from these

buttons on the bottom

Trending Articles Component

allows users to see which

articles are being viewed the

most recently

Users required

to log in to ask

or respond to

questions

Navigational Topics allow a user

to navigate through the site on

topics selected by the admin

Can be configured for

Web2Case or require

Authentication

Community Templates: Napili (Search / Publish Experience)


Service?(cont.)

As a user types in text into the

search box, we show the user

articles that may answer

his/her question in real time

Clicking on the

“Search” button will

direct a user to a

search results page

Users can choose between

Articles or Discussions to

view in the dropdown

deflection

To ask a question (or

create a case), user

will be asked to

authenticate

Community Templates: Napili (Topic Page)


Service?(cont.)

Users can view questions that

other people have asked and

can answer these questions

Filtering and Sorting

the Questions

Users are able to switch between seeing

Discussions (conversations between

community users) and Knowledge Articles

(optional)

Community Templates: Napili (User Profile Page)


Service?(cont.)

Users are able to see a list of

cases with the My Cases

Component

As an Admin, you have to

specify what List View you

want us to use and you will

want to set up the proper

security / visibility controls

Users are also

able to view and

edit their profile

details and view

their community

reputation

Community Templates: Knowledge Articles (All Templates)


(cont.)

Users can browse to

Knowledge Base articles to see

if this answers their questions

Community Templates: Authenticated Cases or Web2Case (All 3 Templates)


Service?(cont.)

Allow your users to

submit cases for your

agents to answer.

Works with either

Web2Case or

Authenticated Cases

Admins who set up this

component must tell us

the Global Action they

wish to use for the Guest

User and what Global

Action to use for the

Authenticated User (can

be the same or different)

(File Attachments only

work for the

authenticated user right

now)

After the user types in a

Subject and/or a

Description, we refine

the articles on the right

side for case deflection.

Hopefully they will find a

solution to their issue

without submitting the

case!

Community Templates: Case Detail Page (All Templates)


Service?(cont.)

Highlights about

the submitted

case

Users can

interact with

agents by writing

text here and

attaching files

User can see

complete history

of case

comments

between him/her

and the agent

Users can close

the case if their

issue is resolved

already

Case Details

Case Attachments

We’ve unveiled a major search engine upgrade, bringing you faster,

smarter search with results that are more relevant. If you have enabled

Salesforce Knowledge, you can take advantage of capabilities such as

promoted search terms, searches that use the AND operator by default, and

additional synonym features to enhance the search experience for your

agents and customers.

What are the Enhancements to Knowledge?

“Snippet”

relevant text

from article

Matching search terms

“Bolded” to provide

context on search result

match

Smartly determine the default Knowledge Base Search Operator

What are the Enhancements to Knowledge? (cont.)

Results with AND query,

supplemented by results

of an OR query as well.

Results with

default AND

operator only

The Knowledge Base Search Analytics Dashboard

will allow admins a greater insight into how their

Knowledge Base is performing. It will allow them to

actively monitor their user’s search usage and queries

and determine if they need to update/add to their

content in the system, and also add/update their

Promoted Search Terms.


Knowledge

Base Search

Analytics

Report

With Promoted Search Terms (Setup) specify article(s) to

show at the top of the search results when specific search

terms are used in a Knowledge Search.


When viewing article detail in

article management, click New

Promoted Term to add terms to

add new Promoted Search Terms

to the article.

Edit or delete Promoted

Search terms here too


After adding the Promoted Search

Terms “Camaro” and “recall” to the

article “Camaro Recalls”, when you

search for either “Camaro” or

“recall”, the “Camaro Recalls” article

shows at the top of the search

results

With Email Publisher insert Article content into the body of an email for a case


In the Service Console

Knowledge1 Sidebar, a

user can insert article

content into an email for

the case.


Article inserted at top of

email thread or

wherever user left their

cursor.

Email icon shows

when article has

been emailed.

Setting up Send Article via Email Publisher


Enable this setting to

allow users to insert

articles into the body of

an email.

Setting up which articles go into the email


Select which

Channel. For now,

Email is the only

option but others

will come in later

releases.Choose which fields

from the article

should be inserted

into the email.

Fields are mapped

in “Communication

Channel Mappings”

Service Cloud Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Compact Case Feed GA P PxE, UE, EE, DE Service Cloud

Hovering GA P P UE, EE, DE n/a

In-Line Editing GA P P UE, EE, DE n/a

Snippets & Highlighting for KB Search

GA PPersonal, GE,

PE, PxE, UE, DE, Database.com

Knowledge

Smartly determine the default KB Search Operator

GA PPersonal, GE,

PE, PxE, UE, DEKnowledge

Enhanced Article

Suggestions on the

Case Page

GA PPersonal, GE,

PE, PxE, UE, DEKnowledge

KB Search Analytics Dashboard

GA PPersonal, GE,

PE, PxE, UE, DE, Database.com

n/a

Next Generation

Search for KB GA P

Personal, GE, PE, PxE, UE, DE

Knowledge

Service Cloud Enhancements Summary (cont.)

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Promoted Search Terms

GA P PE, PxE, UE, DE Knowledge

CK Editor Upgrade GA P PE, PxE, UE, DE Knowledge

Knowledge One

ReskinGA P PE, PxE, UE, DE Knowledge

Chatter Questions GA PAll editions with

Chatter n/a

Enable Deflection Beta PAll editions with

Chattern/a

Community Templates for Self-Service

GA PEE, UE, DE,

Performance


(KnowledgeOptional)

Service Cloud Enhancements Summary (cont.)

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Enable Knowledge Deflection

Beta P

All editions with Chatter (enabled

with Chatter Questions, if Knowledge is

enabled)

n/a

Improved Social

Account

Authentication

GA P EE, UE, PxE Service Cloud

SCS setup defaults GA P EE, UE, PxE Service Cloud

For a full list of Service Cloud features and



Drill to Report Enhancements to provide better usability on drill to report features

What are the Enhancements to Analytics?

Tap on chart to

view report

(Available since

Summer ‘14)

View up to 2000 report rows.

Floating Header to maintain

context while scrolling

through report rows


Filter report by

tapping on Chart

sections

View applied filter

by tapping on the

Filter Icon. Clear/

Remove filters from

here.


Truncated

content has

middle ellipsis

like MacOS for

better

readability Tap on truncated

content to view

entire content or

navigate to record Tap on truncated

content to view

entire content

Share Dashboard Components on Chatter to collaborate and make decisions with data in context


Tap on Share

icon to open up

Sharing options

@mention user

or group and add

a comment

Post dashboard

snapshot to the

feed


Add a comment,

@mention user

or group

Feed post

showing

dashboard

preview

Tap into feed

post to go to

dashboard

Analytics Enhancements Summary

For a full list of Analytics features and


FeatureRelease

Type

Automaticallyvisible to all users. No setup required.


setup required.





SalesforceLicense

Salesforce1 Drill to

Report EnhancementsGA P

EE, PxE, UE, DE,

Database.comn/a

Chatter Sharing GA PEE, PxE, UE, DE,

Database.comn/a

Offline Mode GA PEE, PxE, UE, DE,

Database.comn/a

Data.com Enhancements

What are the Enhancements to Data.com?

Social profile match API: access more social handles or lookup contact information with handles

DUNSRight match API: matching technology provided by Dun & Bradstreet for account records

Simplified purchase API: lightweight API to make importing data easier

Updateable D&BCompany object: manage your own D&B records

Improved Search Experience: Non-obfuscated first, last names in Contact; and parent or Headquarters

DUNS numbers in Company

Lookup accounts with parent DUNS number: prospecting the corporate hierarchy

Improved DUNSRight Matching performance: Account Clean jobs using DUNSRight matching will have

much faster performance (see Use Case slide for important details on phased rollout)

Tighter D&B Company Integration: When D&B deletes a company record, it is now reflected in Clean

Data.com Enhancements Summary

FeatureRelease

Type

Automatically visible

to all users. No

setup required.

Automatically visible to

all Admins. No setup

required.

Not automatically

visible. Feature

Is available

But requires

Some setup.

Contact

salesforce.com to

enable this feature.

Data.com Product

Social Profile match engine GACorporate CleanPremium Clean

DUNSRight match engineGA

Corporate Clean

Premium Clean

Simplified purchaseGA

Corporate ProspectorCorporate Clean

Premium ProspectorPremium Clean

REFERENCE: For a full list of Data.com features

and enhancements, please see the release notes.

Site.com Enhancements

What are the Enhancements to Site.com?

Add Flexibility to Your Page Templates with Custom Properties

– Site.com page templates let designers and site administrators save time by

defining the layout and functionality of site pages in a reusable template. And

with the introduction of custom properties, you can now achieve even greater

flexibility over how your templates are reused.

Site.com Workbook Discontinued

– We’re discontinuing the Site.com Workbook in Winter ’15.

Site.com Enhancements Summary

REFERENCE: For a full list of Site.com features and

enhancements, please see the Release Notes.

Feature Release TypeAutomatically visible to all users. No setup

required.


setup required.





SalesforceLicense

Page Templates and

Custom PropertiesGA P EE, PXE, UE, DE* n/a

*Available (with limitations) in Developer Edition

Force.com Customization Enhancements

Setup Enhancements

Security and Identity Enhancements

Custom Permission Enhancements

Delegated Administration Enhancements

Platform Connect Enhancements

What are the Customization Enhancements to Force.com?

CRUD Access to Setup Entities: Compact Layouts and Record Types are a few of the entities added

Metadata Catalogs: Unioned views of standard and custom schemata were introduced

What are the Enhancements to Setup?

Tooling API brings Subject API style access to metadata contracts

Salesforce1 Setup Page: A new page at the top of the Setup

tree that’s a one-stop shop for Salesforce1 settings

What are the Enhancements to Setup? (cont.)

Prominent, easy

to find locationLogically grouped

settings with

explanatory tool tips

Salesforce1 Quick Start Wizard: A simple drag-and-drop wizard that

walks you through some essential customization steps for Salesforce1.

What are the Enhancements to Setup? (cont.)

5 straightforward,

illustrated steps

External Identity User License: External Identity is a new type of Salesforce license that provides a low cost

Identity and Access Management service for customers and partners. This license can be upgraded to Customer

Community or Partner Community licenses.

What are the Enhancements to Security and Identity?

20x user

licenses

provisioned

License

count

Template to Configure Identity Features for Community Users: Customers can declaratively create custom

login, logout, self-registration, and AppLauncher views through built-in templates instead of creating them in

Visualforce.

What are the Enhancements to Security and Identity (cont)?

Add Custom Login, Logout, and Self-Registration Pages: Create custom login, logout, and self-registration

pages with your own company’s branding and associate them with your community


Custom self-

registration

page

Custom

login &

logout

Profile-based password policies: Now you can customize the session timeout and password requirements per

profile, for finer control over the user experience than previous settings applied to the entire organization.


The settings for session

duration and password policies

at the profile level override the

settings at the organization

level.

Use the SOAP API and REST API resources to

retrieve event log files that contain information

useful for assessing organizational usage trends

and user behavior.

API (REST and SOAP) Only

New sObject = EventLogFile

Download CSV, filtering by Event Type and by

LogDate

Asynchronous File Creation (1 day lag)

Store up to 30 days of log files before they are

removed

Does NOT count towards org file storage

What are the Enhancements to Security and Identity (cont.)?

New EventLogFile

sObject in API

What are the Enhancements to Security and Identity? (cont.)

Integrates with

AppExchange partners

Build Your Own: Because event log files are

accessed through the Force.com SOAP API and

REST API, you can integrate log data with your

own back-end storage and data marts so that you

can correlate data from multiple organizations and

across disparate systems easily.


With Login Flows customers can enhance security, integrate with

3rd party two-factor authentication services, customize the login

user experience, and collect and edit user data during login


Create a login business

process using the visual

workflow designer

Associate a

Login Flow

with a profile

Invoke the Login

Flow during the login

process

1

2

3

Login with LinkedIn and Twitter allows users to

sign up and login with external identity.


Admins can assign the LinkedIn

and Twitter Auth. provider to the

my domain login page and/or

community login page

Add built-in support for

LinkedIn and Twitter

Auth. Providers

More Identity APIs provide API access to more

authentication and Identity services

Two-Factor Authentication API – Allow to register and

validate two-factor auth clients

ThirdParty Account Link API – Allow to manage your

social sign-on connections

OAuth Connected App API – Allow to manage your

connected apps

AuthConfiguration API – Allow to lookup the

authentication configuration for my domain and

communities

NetworkAccess API - Allow to verify if your IP address in

the network or profile trusted range

Metadata API – Allow to create OAuth Connected App

client_id and secrets


Declaratively define permission: It’s as easy as creating an object or field in setup

What are the Enhancements to Custom Permissions?

Declaratively Assign Custom

Permissions on Profiles and

Permission Sets

Declaratively define custom

permissions in Setup

Create dependencies between custom permissions

What are the Enhancements to Custom Permissions? (cont.)

Developers can optionally

specify another custom

permission that must be

assigned along for each

custom permission.

Administrators will be messaged

if they don’t also include the

required permission

Access checks: Use SOQL and the API to query the SetupEntityAccess

object to determine if a user has been assigned the custom permission.

Use $Permission global variable in formulas & validations to apply logic

based on custom permission assigned to a user.


Perform Access

Checks using SOQL

and the

SetupEntityAccess

sObject in the API

Find out who has a

permission

assigned using a

tool like Workbench

Use Custom Permission in a Validation Rule


Find out who has a

permission assigned using a

tool like Workbench

Create Validation Rules to

allow/prevent actions based on a

custom permission

Use Custom Permissions in a Connected App


Assign

Permissions to

Connected AppsReturn only those

permissions assigned to

the user through their

connected app using the

Identity Service


Sample Node.js app

demonstrating how

Connected Apps and

the Identity Service is

integrated with

Custom Permissions

Delegated Administrators Can Assign Permission Sets: Now you can specify permission sets that delegated

administrators can assign to users in specified roles and all subordinate roles. This way, you can delegate

permission set assignment tasks while maintaining strict control over which permission sets delegated

administrators can assign.

What are the Enhancements to Delegated Administration?

Add Assignable

Permission Sets to a

Delegated Administration

Group

CUSTOMER IDEA: Make Permission Sets Available to Delegated Admins was submitted by a customer via the Idea Exchange.

Platform Connect enables your users to view and search records that

are stored outside Salesforce, such as data in an enterprise resource

planning (ERP) system. Instead of copying the data into Salesforce, which

would be redundant and inefficient, use external objects to reference the

data and access the data in real time via Web service callouts.

What are the Platform Connect Enhancements?

Example: Platform

Connect enables you to

set up a relationship

between the (parent)

customer object and the

(child) external object for

orders. Then you can set

up the page layouts for

the parent object to

include a related list that

displays child records.

What are the Platform Connect Enhancements? (cont.)

Customer establish lookup

relationship to link account with

order from SAP NetWeaver

Gateway exposed via OData

protocol, Order display as related

item on Account Details page

Click on OrderID to

display further detailed

order line items retrieved

real-time from

customer’s SAP

NetWeaver Gateway

1

2

Force.com Customization Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Salesforce1 Setup Page GA PUE, EE, DE,

Database.comn/a

Salesforce1 Quick Start

WizardGA P

UE, EE, DE,

Database.comn/a

External Identity user license GA P PxE, UE, EE, DE

External Identity

Login and Identity templates in Community designer

GA P PxE, UE, EE, DE

External Identity,

Customer & Partner

communities

Custom login, logout, self-registration VF pages for communities

GA P PxE, UE, EE, DE

External Identity,

Customer & Partner

communitiesProfile based session settings and password policies

GA PPersonal, GE, PE, PxE, UE, EE, DE All

REFERENCE: For a full list of Force.com features


Force.com Customization Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Event Log Files GA P EE, UE, PxE DE n/a

Login Flows GA P EE, PxE, UE, DE, n/a

Twitter & LinkedIn Auth. Providers

GA PPersonal, GE, PE,

PxE, UE, DEn/a

Identity APIs GA PPersonal, GE, PE,

PxE, UE, DEn/a

Custom Logout URL GA PPersonal, GE, PE,

PxE, UE, DEn/a

Custom Permissions GA PDE, CME, GE, PE, EE, UE, and PxE

Full CRM

Delegated Admin GA PDE, EE, UE, and

PxE

Platform Connect (SKU) GA P EE, PxE, UE, PlatformConnect

Platform Connect (Limited)

GA P DE



Force.com Development Enhancements

Force.com Canvas Enhancements

What are the Development Enhancements to Force.com?

Canvas Personal Apps: Now, your end users can discover

Canvas Apps and use them in your org without having to

have the administrator manage each individual user’s

access. This brings Canvas Apps up to Parity with

the rest of the Connected Apps framework.

What are the Enhancements to Force.com Canvas?

Developers can

enable their

Canvas App to be

a Personal App

Admins can

enable end users

to install Canvas

Personal Apps

End Users can

discover apps and

then enter into the

approval flow

After approval, the app is

installed, an email notifies

users once installed, and

users can use the app

S1 sforce.one.* Library Support: You can now leverage the sforce.one.* javascript library from within your canvas

app, providing a more complete and seamless interaction with the Salesforce1 Platform.

What are the Enhancements to Force.com Canvas? (cont.)

Triggering the

event from the

canvas app will fire

the corresponding

sforce.one method

Events have the

namespace of “s1”

and the event name of

the method being

called (for instalce

navigateToSObject)

The payload in the event is

a JSON object of the

variable names an values

Canvas Apps can

trigger sforce.one.*

methods using

Canvas Eventing

Force.com Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

Canvas P DE n/a n/a



ISV Enhancements

What are the Enhancements to ISV?

The License

Management App (LMA)

displays additional

information such as the

status, instance, and

expiration date of

customer organizations.

Partners can view all

relevant license

information in one place,

making it easier to

support customers.

Partners can refresh all

customer licenses

directly from the

License Management

App (LMA).

ISV Enhancements Summary

FeatureRelease

Type


required.


setup required.





SalesforceLicense

LMA Enhancements GA P EE, UE n/a

REFERENCE: For a full list of ISV features and


Technology

Salesforce Winter '15 Release Overview Deck