Salesforce Winter 17 Release Overview

Salesforce - Corporate Presentation Template

Release Overview DeckWinter 17 Prepared by Technology Communications & Readiness

Forward-Looking Statements

Statement under the Private Securities Litigation Reform Act of 1995:This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.The risks and uncertainties referred to above include but are not limited to risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Join Release Readiness & Feature Adoption TodayClick here and use your Salesforce Login and Password, select Join from the top right cornerJoin our Community and always be informed.Review updates from your Release Readiness TeamAsk questionsShare your best practices and insightsCollaborate with other customers

Winter 17 Release Milestones*Staggered Release (R1)Saturday, 10/8(NA6, NA7, NA8, NA9, NA17, NA18, NA22, NA28, NA29, NA31EU5, EU11)

Pre-Release Sign-upThursday, 8/18

Staggered Release (R0)Saturday 9/17 (NA44, NA45)Sandbox Preview Window Friday, 9/9(CS80)

Saturday, 9/10(CS2, CS3, CS4, CS5, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS21, CS23, CS25, CS26, CS27, CS28, CS30, CS31, CS32, CS41, CS42, CS44, CS45, CS51, CS59, CS61, CS63, CS81, CS83, CS87)

AugSepOctPreview Release Notes 8/19Staggered Release (R2)Friday, 10/14 (EU0, EU1, EU2, EU3, EU4, EU6, CS82, CS86, CS89)

Saturday, 10/15(NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20, NA21, NA23, NA24, NA25, NA26, NA27, NA30, NA32, NA33, NA34, NA35, NA37, NA41, NA48, AP0, AP1, AP2, AP3, AP4CS1, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS33, CS40, CS43, CS50, CS52, CS60, CS62)Release Website8/26Release Readiness LIVEWednesday 9/14Thursday 9/15 REGISTERSandbox Cut-off Date 9/2*Read the Blog*MVP Webinar: Mastering Your Release Strategy, 9/7REGISTER* All dates are subject to our Forward Looking statements - http://bit.ly/SFForwardLookingStatement** Check the Release Community group for updates - http://bit.ly/ReleaseReadinessHome

Webinar: Updated Lightning Navigation & Apps 9/21REGISTERDeveloper Preview LIVE 9/9 REGISTERView detailed schedule:trust.salesforce.comRelease Overview Deck (ROD) Available 9/12 Release Matrix Available 9/16 Trailhead Module Available 9/30

Course Name Copyright 2010 salesforce.com, inc.4

Sales CloudIncluding Lightning Experience

Sales Cloud Powered by LightningMass Actions: Campaigns & LeadsSales Path & Product SchedulesFilter the Activity TimelineMonthly calendar viewInline editing in List ViewsField level help textReport Navigation & filteringEnhanced Charts

Executive News on AccountsNews on Contacts & LeadsAccount LogosLead MergeQuotesContractsCustomizable Campaign InfluenceLightning Email: Reply & ForwardLightning Voice: Calling featuresKanban for Leads, Contracts, CampaignsSalesforce EngageLightning for Outlook (beta)

See the feature impact tables in the Release Notes to find out when and how these features become availableLightning Experience Features

Sales Cloud, Salesforce1 & Analytics CloudOperational reports & DashboardsTrend in WaveWave Everywhere notificationsWave Dashboards: embeddingImproved AnnotationDashboard Designer GAChart enhancementsWave mobile for AndroidDashboard designer for iOSScatter Plot / Bubble Charts on iOS

Contacts to Multiple Accounts Person AccountsCustom fieldsValidation rulesTriggers

Customizable Campaign Influence (GA)Multiple campaigns on opportunityCampaign influence & Influenced Opportunties related listsCustom report types

Actionable notificationsEnhanced chartsForecasts appContent librariesCompliance FeaturesAccount logosSpotlight SearchSend text ActionProducts & PricebooksContacts to Multiple Accounts

Other Sales Cloud

See the feature impact tables in the Release Notes to find out when and how these features become availableSalesforce1 Mobile

Analytics Cloud

News

Executive News Available on the account records only Available on Account records only

News about executives appears in the News component on Account records Now you can catch up with significant events and changes about executives related to your accounts.

Use casePrepare for meetings by reviewing news about accounts and leading executives

News on Contacts & Leads

Have the most prepared sales reps in the world by giving them access to the latest, most timely news about the people theyre trying to sell to.News items are selected based on the contacts related account, its executives, and its industry, and come from US-based sources.

Users can share articles on Chatter feed with comments and @mentions

Share on ChatterShare news related to accounts, contacts, opportunities and leads

Share a news article on your teams chatter feed to make sure everyone is aware of significant events

Improve team engagement and productivity by making sure everyone is informed and up to speed

Account Logos and Autofill are now Generally Available Logos help you easily identify your accounts

Logos are automatically displayed on account pages and list views helping users easily identify their companiesLogos help you easily identify your accounts. Just turn on the feature and your accounts will automatically have logos (when available on US based accounts).

No need to manually associate logos using Twitter or Facebook

Not happy with the logo? Flag it for internal review and an admin can remove it.

Contacts to Multiple Accounts & Person Account Enhancements

Contacts to Multiple AccountsNow associate a Person Account as a related contact to a Business Account* This feature is also available in Salesforce Classic

Associate key individuals to the companies you do business withAdd Custom Fields to capture key information about an account contact relationship

View and manage relationships on the go in Salesforce1

Drive business processes and ensure data qualitySupport for Validation Rules on the Account Contact Relationship object

Increase data quality by enforcing company standards with Validation Rules Example:As an admin, I want to make sure users cant change the start date for a relationship

Triggers are now supported for Account Contact RelationshipsPerform custom actions before or after changes to relationship records

Automate business processes to improve the user experience

Customizable Campaign InfluenceWinter 17 Release

Customizable Campaign Influence (Generally Available)Assign Credit for Opportunities to Multiple Campaigns

See which campaigns influenced an opportunity

Get Sales and Marketing on the same page - give credit to marketing for helping drive new pipeline and close deals.

Users can understand which campaigns influenced opportunities, along with the associated revenue share The Campaign Influence related list only displays records for the attribution model designated as the primary model in Setup. Campaign Influence Related List on OpportunitiesQuickly understand which campaigns helped move an opportunity forward.

Administrators can add the campaign influence related list to opportunity page layouts

See how many opportunities a campaign generatesInfluenced Opportunities on campaigns

Quickly view which deals have been generated and closed with help from a marketing initiativeAs a marketing manager, I want to understand which opportunities were generated for my campaigns.The Influenced Opportunities related list only displays records for the attribution model designated as the primary model in Setup.

Campaign ResultsQuickly understand the pipeline generated for a given campaign.

How much opportunity pipeline has my campaign generated? Shows the revenue generated by the campaign, based on the attribution percentage on the campaigns influence records

Setting up Campaign InfluenceEnable Customizable Campaign Influence and define default attribution model

Disabling Customizable Campaign Influence reverts the Org back to the Legacy Campaign Influence feature.

Deploy custom models for more flexibility in how revenue is attributed to campaignsOut of the box, the Salesforce influence model attributes 100% revenue credit to the primary campaign and 0% to any other campaigns users assign to the opportunity. To attribute revenue more flexibly to campaigns, create custom influence attribution models.

Example custom models:Create a model that evenly distributes credit for an opportunity across all campaigns that touched it. Create a model that gives 100% credit to the first or last campaign that touched an opportunity.

Custom Report Types to analyze Marketings impactHelp management understand how marketing has impacted pipeline

Understand the revenue impact of your campaigns and make smarter marketing decisions. Users can create several custom report types to join existing Salesforce standard objects with campaign influence.

Lead MergeWinter 17 Release

Find and Merge Duplicate LeadsUnderstand and resolve duplicates on the fly, right in Lightning Experience

RoleUse caseSales RepView Duplicate Leads before reaching out to a prospect Sales RepI am working a lead, and would like to see whether there are other Sales Reps working this lead before I reach outAdminClean up bad Lead data by combining the best information available across multiple records.

View potential duplicate leads every time the record detail page is loaded. Powered by Salesforce Duplicate Management technology, which is a free feature for all Salesforce customers.

Merge Duplicate Leads

As in Classic, all related activities and campaign memberships are also merged.Getting rid of duplicate lead records prevents multiple reps from contacting the same leadImprove data quality in your org

Select individual fields from up to three records at a time to combine into one record. You can also choose to see all fields

Focus on just the fields that are different

QuotesWinter 17 Release

Quotes now in Lightning Experience and Salesforce1Sales users can view and create quotes from their opportunities

Quotes & quote line items available in Salesforce1View, create, edit and delete quotes and quote line items

Quote PDFs can also be created and viewed in Lightning Experience

ContractsWinter 17

Contracts in Lightning ExperienceManage the entire lifecycle of contracts associated with accounts and opportunities

Create, update, and delete contracts for accounts and opportunities Manage contract contact roles, notes, files, tasks, events, and the contracts approval process. Use caseManage new purchase and renewal contracts in Lightning Experience.

Chatter Integration on Contracts Use Chatter to collaborate during the contract management process

Use case:A sales manager wants to involve colleagues from Finance and Legal in the contracts review approval process Share information, updates, and documents and to monitor status and key field changes on contract records.

KanbanWinter 17 Release

Kanban for Leads, Contracts and CampaignsVisually display your work and see how its progressing

View Leads, Contracts and Campaigns by StageFilter your data from this view

Toggle between Grid and Kanban View

Simple drag and drop of cards to advance your work to the next stage

Kanban Use CasesRoleUse CaseExampleSales RepVisually see the progress of your work.I want to know what I need to do and when.I want to see a high level view of all my leads, contracts, or campaigns by stage.I want to see a count of all my records per stage.I want to easily change the stage of a lead, contract or campaign by dragging a card from one column to the next.I want to see the top 4 fields display on each card.Sales ManagerGet a high level view of what your team is working on.I want to see all my reps opportunities and see which one needs my attention.I want to see which part of pipeline I need to focus on by the total amount.I want to easily change the stage or add an activity during my 1:1 with my reps.

Required Fields on Drag and DropAdvance your work to the next stage by filling out the required fields from Kanban

Edit screen is surfaced when fields are required before dragging your card to the next columnNow reps can fill in fields required to move a record to a different stage or status from within the Kanban view

Load Kanban for every list - Multiple Record Type Message Display Kanban view from a List that includes multiple record typesThe filter panel on the right will open to prompt you to filter on a single record type Receive a message explaining that you need to filter on a single record type

Kanban Stencil appears in the background

OpportunitiesWinter 17 Release

Sales Path Setup Improvements Quickly verify and update your Sales Path status

Now you can find out in a glance which of your existing Sales Paths are available to your users and which you saved to activate later. When youre ready to make a new Sales Path available, activate it with a single click

Activate or deactivate sales paths without leaving the primary setup page See immediately whether sales paths are active or inactive

Product Schedules Enhancements Add and view Product Schedules in Lightning ExperienceDivide your products based on quantity or revenue Improve data quality for reporting by maintaining product schedules Add products with schedules to opportunities anywhere, any time in Lightning Experience and Salesforce1. As a insurance sales rep my term life insurance product should be broken up into 12 monthly revenue payments.

This schedule will allow my organization to properly track revenue in our reporting

Activity TimelineWinter 17 Release

Date Range Filters in Activity TimelineFilter the Activity Timeline to show the content thats most relevant to you

Click to reveal filtersUse the filter settings to see only the activities you want. Filter down activities data based on activity type or date range

CalendarWinter 17 Release

See a Monthly View of Your Calendar EventsPersonalize Calendars with Different Colors

Create and overlay multiple, color-coded calendars

Month calendar view

Lightning Email Experience

Reply to and Forward Emails Right from SalesforceEasily follow up on an existing conversation or forward emails

Replies & Forwards pop up the Docked Email ComposerReply, Reply All or Forward from the Email Message Detail Page Reply, Reply All or Forward from Email Activity in the timeline

Lightning VoiceWinter 17

Access Voice from the Utility BarEasily access your call history, quickly dial past numbers

Its easier than ever for your sales reps to access the numbers that they interact with most.. Click the name of a record to see the detail page, or click call button to place a call. Sales rep can see missed call notifications

Optimized for sales professionalsStreamlined dialing, note taking, and call logging experienceYour reps can click the dial pad box while on a call to toggle between the dial pad and call notes.

Other than click-to-dial from an existing phone number, user can now dial directly from the keyboard or on screen keypad.

Your sales reps no longer need to have a phone number associated with a record to place a Voice call. They can use the keyboard or the virtual dial pad to enter phone numbers or extensions.

No need to worry about missed calls! Sales reps are now notified about them

Missed call alerts appear in the Notifications drop-down.

User can easily identify missed calls from the Call History panel. Your sales reps can also enter a forwarding number so they never miss that big sales call.

Mass Actions & Inline Editing (Beta)Winter 17 Release

Quickly Add Multiple Members to a CampaignAdd campaign members in bulk from list views

Search and select campaign

Add to Campaign buttonSelect member status Row Counts Checkbox to select campaign membersNow you can add up to 200 Leads, Contacts, or Person Accounts to a Campaign in Lightning.Row counts help you keep context as you scroll through results.

New Mass Actions on LeadsQuickly assign a bunch of Leads to yourselfI select the queue for the leads who responded to a survey and add up to 200 by checking 1 box.

Send Engage EmailSend a lot of emails at onceI met 150 new people at a conference last week. Using Mass Actions and Pardot I can select those 150 people, click the Send Engage email button, and send them all a customized email.

Checkbox to select Leads

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Fast and easy editing within a List View Save time by editing multiple records from a list view

Fields that have been edited Quickly edit a picklist Quickly update OpportunitiesEach week a salesperson needs to update their pipeline; with inline edit they can do it all from their List View

Easily update case statusAn agent can quickly update the status of various cases without having to go into the record

Get Field-Level Help in Lightning ExperienceView help by hovering over the info icon next to a field

Salesforce Engage in LightningWinter 17 Release

Salesforce Engage in Lightning Experience

Remaining email count for the day is now displayed when you are redirected back to the list view Send personalized emails at scale from list views Send tracked one-to-one emails directly from a lead or contact record Add leads and contacts to nurture programs to stay top of mind

Engage Campaigns - Locked Template Regions Engage Campaigns - Locked Template Regions

The unlocked icon indicates which regions can be edited by the sales rep

Maintain brand standards and legal disclaimersMarketers now have the ability to designate which regions in templates can be edited by a sales user and lock regions they do not want edited. This allows reps to have access to marketing approved content, but ensures that branding standards and legal disclaimers remain intact.

Engage Reports - Custom Date FiltersEngage Reports - Custom Date Filters

A custom date picker is now available so reports can be pulled over longer time periodsDrill into which prospects are opening and clicking emails. Sales reps will now be able to pull custom date ranges in reports to analyze data across the duration of the entire sales cycle.

Pull a report of which templates are performing bestWhen I want to know which templates are resulting in the most open rates in the past quarter, I want to pull a report so I can send top templates to my open opportunities.

Lightning for OutlookLightning SyncWinter 17 Release

Whats new in Winter 17Customizable content via App Builder (Beta)When businesses care about displaying other records than People, Accounts, Opportunities, or Cases, or if they want to show custom Salesforce functionality in Outlook, they can define custom Lightning components or obtain packaged ones from AppExchange vendors.

Compatibility with Salesforce Shields Platform EncryptionSalesforce orgs that have enabled Platform Encryption can now deploy Lightning for Outlook.Users without the VED (View Encrypted Data) permission may not see all Salesforce records relevant to Outlook emails/events.

Lightning for Gmail (Pilot)

Customizable content via App Builder (Beta)Replace standard Lightning for Outlook content with custom Lightning ComponentsApp Builder customization shows in Lightning for Outlook Out-Of-The-Box components include People, Accounts, Opportunities, Cases and Other Related Record related to emails and calendar events.With App Builder, customers get access to other standard components such as Rich Text, Recent Items, and Report Chart, and they can also define new custom Lightning components or get AppExchange components from partner vendors.

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Enable customization with App BuilderIn Lightning Setup> Lightning for Outlook Settings, enable customization with App Builder (beta).Click on New in the Email Application Panes areaIn Salesforce Classic, go to Setup> App Builder and create a new Email Application Pane

Drag and drop components in Lightning for Outlook, Gain full control over Salesforce details shown in Outlook Components may have additional properties AppExchange and custom Lightning Components appear in the Custom sectionIntuitive, visual interface

Lightning for Gmail - Pilot

Gmail users can view Salesforce content relevant to emails such as People (Contacts, Leads, Users), Accounts, Opportunities, and Cases. Content displayed by Lightning for Gmail is customizable with the App Builder.

Whats new in Winter 17OAuth 2.0 option for Office 365

Calendar events automatically relate to Contacts and Leads

Google Calendar sync (Beta)

Compatibility with Salesforce Shields Platform Encryption

OAuth 2.0 connection option for Office 365

Office 365 customers can connect via OAuth 2.0 instead of Basic Auth (Exchange service account credentials)

Sync events one-way from Google Calendar to SalesforceGoogle Calendar Sync (BETA)

Events that sync get related to Salesforce records, based on invitees email addressesAutomatically relate events to Contacts/Leads

Data.comWinter 17 Release

Data ExchangeIndustry Data Enables:

Process automation

Analytics

Predictive Models

Industry data at the click of a mouse

MCH EducationDeep firmographics for K-12 education, such as school relationships, enrollment levels, student services, and student demographics.

BomboraModels B2B purchase intent across 2,800 topics.HG DataInstalled technology information, such as whether a given customer runs Oracle, MySQL, or DB2.

Enrich Accounts with Company InformationKnow your accounts

Segment customers and plan territories

Real time cleaning

Support for all D&B countries

Premium D&B company data

Now in Lightning Experience for Premium Clean Customers

Salesforce1 Mobile App

Salesforce1 Mobile AppActionable notificationsEnhanced chartsForecasts appContent librariesCompliance FeaturesAccount logosSpotlight SearchSend text ActionProducts & PricebooksContacts to Multiple AccountsSalesforceA rebuilt!

See the feature impact tables in the Release Notes to find out when and how these features become available

When a Chatter notification pops up on your downloadable app device, like your iPhone, Android phone, or watch, you can like or mute the item right from the notification. Even when your screen is locked, you can take action.If you have an Apple Watch, then you can also Like and Mute on your wrist. In addition, you can also see part of the message from the post or comment within the lock screen notification.

Actionable Chatter Notifications

Available OnWith v11 Client

These charts are more interactive, and are designed to allow you to explore your data and gain insights more easily.Tables include user pictures and conditional highlightingMetrics are resized for better readabilityNew chart types available including cumulative line, Scatter and Gauges showing percentages

Enhanced Charts are Default Enabled for all orgs/users

Available OnWith Winter 17

Sales executives, managers, and representatives will be able to view their forecast data on Salesforce1 for iOS and move up and down the company hierarchy.

Managers will be able to see how their team is doing against their quota on the go and users will be able to view the opportunities that fall under each forecast category.

Running your business from your phone is a key benefit of Salesforce1. The forecasts feature will give users a top down view of their business wherever they are.

Forecasts app in iOS

Available OnWith v11 client

Salesforce1 users will now be able to access files stored in content libraries.

They will be able to save files offline, view previous versions, and share with colleagues.Content library support has been a top customer request. Salesforce1 users will now be able to access curated content stored in their organizations content libraries.

Content Libraries


Compliance FeaturesTrust is our #1 value and Salesforce1 is giving Administrators additional functionality to lock down Salesforce1 to meet industry requirements.

Available OnWith v11 ClientCustomers that require additional control over the information within Salesforce1 will have the option to lock down S1 beyond whats already offered.

Through a connected app attribute, admins can:Disable copy and paste functionality Force a specific email client when tapping on a email link or actionEnsure there is NO way to share a file in S1Block printing of files

Logos on AccountsWith the Winter 17 release, Salesforce1 users will see Logos for some of their accounts when the Account Logos features is enabled.

Available OnWith Winter 17You no longer have to manually associate Twitter profiles to Accounts for an image to appear in Salesforce1. Just flip on the Account Logos feature in Account Settings and you will see logos for your US-based accounts!Users can flag logos for review to indicate an accuracy or appearance issue. Only Admins have the ability to remove logos.

Spotlight searchUse iOS Spotlight search to find recently viewed people and contacts


Spotlight Search provides users an incredibly easy way to find recently viewed people and contacts.

Users can also search for objects and custom objects in stage left.

With the Winter 17 release, Salesforce1 users will finally be able to send text messages from Salesforce1

The ability to send text messages from Salesforce1 is a vital capability and a common request from our customers.

Send Text Action


Add Products to Opportunities in Salesforce1Quickly find and add products to your Opportunities in Salesforce1

Native Add a Product Action on the Products Related ListYou need a Price Book if you dont already have one on your opportunitySelect your Price BookEnter your Opportunity Product Details

As part of the Winter 17 release, we have enhanced the user experience for Contacts to Multiple Accounts. This includes a new detail page for the Account Contact Relationship along with the ability to associate a Person Account as a related contact to a Business Account.Contacts to Multiple Accounts Now Even Better


SalesforceAThe mobile app for admins has been fully rebuilt!

Real-time Trust StatusReset passwordsAssign permission setsFreeze usersEdit usersAccess to Trailhead, Success Community, Release Notes & Admin News

Available on:

Analytics Cloud

Sales Cloud, Salesforce1 & Analytics CloudTrend in WaveWave Everywhere notificationsWave Dashboards: embeddingImproved AnnotationDashboard Designer GAChart enhancementsWave mobile for AndroidDashboard designer for iOSScatter Plot / Bubble Charts on iOSData Replication/Data Prep (Beta)

Role hierarchy on reportsEnhanced chartsNew chart typesReport Navigation

Operational Reports & Dashboards

See the feature impact tables in the Release Notes to find out when and how these features become availableAnalytics Cloud

Reports and Dashboards Winter 17 Release

Role hierarchy on ReportsRole Hierarchy is now available on Reports, allowing users to filter data based on the organizational structure of their business

The new Role Hierarchy selector uses a Tree View for a quick navigation on the organization and quick filteringUsers can now drill down from the role to the specific person

Enhanced charts are now available on DashboardsEnhanced charts are now available on Dashboards on Lightning

Tables include user pictures and conditional highlightingEnhanced charts include bar charts stacked to 100%Gauges are available on Dashboards and include percentage valueMetrics are now resized for better readability

New chart types in LightningReports on Lightning have new charts available Scatter and Cumulative Line charts are now available on Reports in View and Edit mode

Combination charts such as the one above are now viewable for Reports built on Salesforce Classic

Get deeper insights and better data explorationWith improved Dashboard to Report navigation and Report

Relative date filters help filter data dynamicallyFilters are now respected when you drill down from filtered Dashboards and charts on pages to the associated report.

Trend in Wave

Trend in WaveUsers can trend to Wave starting from the report page in Salesforce

and select a few options to create a new Dataset and Dashboard in Wave. A new snapshot will be created every weekUser can start from a Report on Salesforce...

Trend in WaveUsers can also activate Trend to Wave from the Wave interface

Trend Salesforce Data is a new option available when creating a new Dataset in Wave Users just need to select a Report to start creating new weekly snapshots in Wave

Trend in WaveImmediate access to a Wave Dashboard generated after your report

Sample Use CasesHow would I use Trend in WaveRoleUse CaseExampleSales OperationsTrend in Wave Pipeline ReportSnapshots of your Pipeline report can be generated every week to compare past and present performances of Sales Teams and forecast future salesCustomer Service Manager Trend in Wave Open Cases ReportStudy the evolution over time of metrics such as the number of open cases and the time to close cases, to guide decisions on hiring new team members or modify the current policies on customer service

Wave EverywhereWinter 17 Release

Wave Notification - NotificationStay on top of business thanks to Wave Notifications

See Notification in Wave, Lightning and Salesforce1.Manage All Notifications easily. You can have up to 5 with Winter17 release.

As a sales rep, I want to receive an email when I hit my monthly quota.

Embed Wave Dashboard into Mobile Page via VisualforcePut a Wave dashboard onto any website it also works for Community users!

Simple Visualforce page that includes a Wave DashboardQuick link to open the same Dashboard into the native mobile AppExploration has been deactivatedDashboard will automatically pick the right layout based on size

Wave Dashboard for Lightning and MobileCreate Analytical Lighting Application

You can now add a Wave dashboard to any type of Lightning PageWave is now also part of Salesforce1 Mobile app

Follow/unfollow a Dashboard on Chatter

Easily open a dashboard from a feed post

Add a Screenshot to any AnnotationShortcut for actions on AnnotationAnnotation gets even better in Winter 17

Refresh the feed and close annotation

Wave Dashboard DesignerWinter 17 Release

Wave Dashboard Designer is GA!

All Wave customers can now build rich responsive dashboards for desktop and mobile devices. Dashboard admins can create dashboards faster than ever with widget configuration wizards, on-demand reflow, and new bindings features.

New Chart Types

Polar GaugeFlat GaugeRatingPyramidHeatmap

Stacked Pyramid

Chart Themes to maximize visual appeal

Light and Dark themes are provided for all Flex dashboard charts

Wave Mobile (iOS and Android)Winter 17 Release

Wave is now available on Android devices!

Wave Dashboard Designer on iOS

All Wave customers can use Wave Dashboard Designer to build rich responsive dashboards for desktop and mobile devices.

If you dont like the system generated layout for that device size, its easy to add a mobile specific layout right from the Dashboard Designer.

More Dashboard layout styling options & new chart typesScatter Plot / Bubble Charts on iOS

ReplicationData Prep (Beta)Winter 17 Release

Data Extract and Transformation

Replication and Data Prep for Salesforce (Beta)Replication for SalesforceExtract once and reuse across appsFault TolerantParallelIncremental

Data Prep for SalesforceVisually explore your datasetAugment datasetsApply string transformationsremove fieldsSchedule recipe

Service Cloud

Service CloudInstagram Service GATransfer case actionOmni-Channel for Supervisors (Classic)

Lightning Open CTIField Service Lightning ToolboxSocial Customer Service enhancementsSocial PostSocial PersonaLike & Delete Case Feed actionsEditable Case Owner fieldCase Email: Default template, attachmentsEmbedded Live Agent Snap-ins chat

See the feature impact tables in the Release Notes to find out when and how these features become availableLightning Experience Features

General/Classic Features

Lightning Open CTI!Winter 17 Release

Open CTI is coming to Lightning! Open CTI is a framework for connecting telephony solutions to Salesforce. After your Open CTI implementation is all set up by your partner, your softphone displays in the utility bar located in the footer of Lightning Experience.

OpenCTI Use CasesVoice channel use cases like customer service, telesales, inside sales etcRoleUse CaseExampleCustomer Service over VoiceService RepCustomer service over an established channelACME helping customers via a 1800 numberTelesales/Inside SalesSales RepCold calls down a prospect listWorking through a lead/campaign call down listCallbackService Reps/ Sales RepsSchedule automatic callbacks for customers in queueACME calling you back CollaborationUsersClick to dial on employee recordCall another Salesforce user in your company

Field Service LightningWinter 17 Release

Do more with Work Orders

Work types are work order templates that save you timeand make it easier to standardize your field service work. New settings on work orders and work order line items let you specify how long the work will take and whos qualified to do it

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Schedule work with Service AppointmentsService appointments help you track work to be performed for customers

Due date, which typically reflects terms in a customers service-level agreement

Automatically updated based on the appointments time fieldsWith an auto-updating status field and the ability to track differences between scheduled and actual appointment times, service appointments make it easy to keep your customers happy.

You can also expose service appointments in communities so customers can view and create their own appointments.

Service ResourceTrack the schedule, skills, and availability of your field technicians and dispatchers

After you create a resource,you can add details about their availability and expertiseAdd territories where the resource is available to work. Assign skills to show the certifications, areas of expertise, etc.. Create absences to represent time periods when the resource is unavailable to work Assign the resource to existing service appointments.

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Work Orders in CommunitiesGive your customers or partners helpful visibility into your field service progress.

For example, customers can quickly find out an appointments status and know when to expect the technician.

And letting partners view or update work orders keeps them informed about upcoming work to be performed.

A

Social Customer ServiceWinter 17 Release

Social Customer Service in Lightning ExperienceSocial Persona and Social Post Record Home

In Winter 17, we have increased support for Social Customer Service in Lightning Experience, including the introduction of record detail pages for Social Post and Social Persona records, andwe have activated Like and Delete intents in the case feed.

Instagram service now Generally AvailableProvide customer service on the channels your customer prefer, now including Instagram.

Case Management

Transfer the Case using a Quick Action

DataActionComponents

TDFlexipage Hovers

Customers email is faster to scan

Transfer a case using a Quick ActionThe Case Owner field is now available in quick actions in Salesforce Classic Case owner field is now available on update record quick actions on Case

Transfer the Case using a Quick Action

DataActionComponents

TDFlexipage Hovers

Case Owner field in Lightning Experience and Salesforce1Easier than ever to change the owner of a case You can now change the Case owner manually from the publisher, or by using a Macro.Case owner is now visible from the sidebar, and can be manually updated.

Lightning Case Email ExperienceEnsure consistency with default email templates Default Email template with branding Collapsible CC and BCC Fields for a more compact view View All Contact Fields on Case Pages Standardize the From addresses that agents can select

Send Email Attachments from Cases in Lightning

Send Email quick action now supports Attachments

View Email Attachments in Your Email Feed ItemsEmail feed items now render attachments Email attachments display as thumbnails on the emailfeed item. If youve got more than five attachments, then the Show all attachments link displays.

Agents can click the link to open the Email Messages Attachments related list, where they can see all the files attached to the email.

Snap-ins Web Chat, Open BetaWinter 17 Release

Snap-ins ChatEmbed Responsive, in-page Live Agent Chat on ANY Page

Use caseSupportIntegrate help into any web page or web app where customers might need to chat with an agent to solve an issue. SalesIntegrate chat into e-commerce sites to help customer complete purchases online.

Snap-ins Chat - Chat Visitor FlowOnce an agent accepts the chat, the visitor can start chatting without leaving the page they were on. We notify them when new messages come in from the agentA default pre-chat form (optional) lets visitors provide some information used to create a case and contact in SalesforceWhile waiting visitors can minimize the widget and continue to browse the site.

Clicking the minimized chat brings the widget right back and clears notifications

Omni for Supervisors(Beta)Winter 17

Introducing Omni-Channel for Supervisors (Beta) Real-time operational intelligence - whos working, whats waiting, whats in progress?

Supervisors can check the health of their call center in real time using the Agents, Queues, and Work tabs. Dynamically and automatically updates to reflect Omni activity down to the secondEmphasis on filtering and sorting to focus attention and spot outliersAvailable through the Service Console, simple to set up

Omni Supervisor: All AgentsAgent availability, capabilities, capacity and workload

Every user logged in thru the Omni widget appears as a row.

Select an agents row to drill into the agents detail view Agents presence status, plus time in state, indicates agent availability.Set an agents status; agent notified in Omni widget Service Channels associated with online agents presented so supervisors understand which work available staff can handle Agents work items, workload and capacity provided to provide a sense of how busy each agent is

Omni Supervisor: Agents by QueueBreakdown of agent availability and workload by queue Every omni-enabled queue with at least one omni agent (in an online or away state) presented Total Omni Agents for each Queue = # Online + # Away for agents setup to handle the queue # of omni agents that are at capacity (i.e. 100% configured capacity is consumed with work) # of omni agents that have no work (i.e. 0% of their configured capacity is consumed) Avg Capacity for agents serving the queue ( total omni work / total agent capacity)

Agents: Agent DetailDrill into specific agents for configurations, activity, and current work

Agent Timeline view with detailed time in state and work activity Recent presence statuses set by the agent Details about assigned and open Omni work with the agent Current status, workload, and time since infoOmni configurations for the agent available for quick reference

Omni Supervisor: Agent TimelineDrill in for detailed time in state and work activity

See how and when agents change status, work on, and close work items via an intuitive calendarview.

Omni Supervisor: Queues SummaryGauge your backlog

Average Wait Time of all items currently assigned to the queue. Duration of the longest waiting item Salesforce object type for the work, such as Lead, Case, SOS, etc. Click the queues name to drill for more detail about it.

Omni Supervisor: Work Summary & Work Details

See what work is in progress

Sorting and Filtering Makes Finding Info Simple

Multi-select filter with quick option to select/deselect All Sort ascending or descending on any column with the sort arrows.

Active filters presented in gray. Multiple filters can be applied to the same grid.

Community Cloud

Community CloudModeration OverviewTrack/Manage Field ServicePre-Moderation GAFlag spam with notesRecord feed moderationTopic notificationsRich text on commentsBread crumb trails

See the feature impact tables in the Release Notes to find out when and how these features become availableService Communities

Share reports & dashboards with partnersSales Path on lead and opportunity pagesLibraries in templates

Lightning PRM

Lightning Community Builder

Private template creation & distributionCustom themesAppExchange integrationSimplified private/public settingsDrafts for profile based page assignmentsImproved usability

Best in Class Service CommunitiesEnable greater engagement and faster problem solving for public customer facing communities

Pre-moderation is Generally AvailablePosts & Comments can be reviewed by a moderator before they get published

Authors comment in pre-moderation. Author can edit or delete the comment Moderator can approve comment Moderator can opt-in to be notified when a post or comment requires approval

Moderators can mass review and approve comments

Moderator sees all comments pending review Moderator can mass-approve or delete comments pending review Moderator can view the entire discussion in the community

Moderation Overview pageThe overview page lets moderators monitor moderation activity and pending tasks at a glance

New overview page shows a summary of items to moderate Clicking on the moderation tile opens the moderation queue

Flag as Spam & NoteMembers can flag as inappropriate or spam and leave a note to the moderator who can act on it.

The note on flagged items help moderators understand why a member flagged the content without having to second guess

Member can flag as inappropriate or spam and leave a note to the moderator

Record Feed ModerationModerate posts and comments on objects

Moderation rules apply to record feeds if org perm is on

Applies moderation flags and rules to all feed posts, including those visible across multiple communities. Also applies to internal users' feed posts on records

Members can flag record posts or comments Moderators can view and moderate in-context records feeds that are flagged or pending review

Record feeds flagged or pending review show in the moderation queues

Topic NotificationsSubscribe via Notification Banner, or Follow Button

1. Enable via the Follow Button in Builder 2.Check the Allow email notifications option 3.Follow button now has a Subscribe dropdown menu 4.Notification Banner also invites user to Subscribe

Rich text on commentsFor the first time, comments support the same rich text options as posts

Users are able to maintain formatting and functionality when they comment on posts.A community user is able to share a code snippet and have it in code snippet form in a comment to a post.

Breadcrumb TrailsSet up via Builder

1. Drag Breadcrumb component onto one of the following pages:Topic Detail | Feed Detail | Article Detail 2. For Topic Detail, leave the value as {!topicID]For Feed Detail set it to {!feedItemId}For Article, set it to {!urlName}

Lightning Field ServiceFaster, smarter onsite service

Faster, smarter on site-service Track and manage Field Service in your Community 2. Pick Object Pages

Faster, smarter on site-service Add work order and work line items, products and assets via Page Manager

1. Create a a New Page in Builder 2. Pick Object Pages 3. Select Work Orders, Products or Assets

Work order and work line items

Work orders represent tasks to be performed on a customers product, typically in field service.

Use work orders to efficiently track repairs, standard maintenance, and other types of service.

Products & Assets

Products are the items you sell.For example, a partner sales rep can add Products to Opportunities Assets represent the specific products your customers have purchased

Lightning PRM Effective partner relationship management

Share Reports and dashboards with your PartnersView dashboards, and drill into reports in the Template

Dashboard now appears on Page Drill into Report as desiredShe can also track several different important analytics at once in a Sales Dashboard. Show a Partner Sales Manager the status of all the deals her team is working in a single Report Chart

Include reports and dashboards from public foldersShare from your Salesforce org on Template-based Community Pages

1.Add Report Chart or Dashboard to Page in Builder

2.Pick Dashboard from Public Folder 3. Set Height Expose the vital dashboards and reports to people outside of your immediate Org who can benefit from them

Sales Path on lead and opportunity pagesSetup in Builder by adding Sales Path to relevant page

Add Sales Path to Opportunity Detail, or Lead Detail Page

The Sales Path configured in your Salesforce Org for that object will now be displayed to Community Members with the right permissions.Guide partners through your company s sales processes using the Sales Path component.

Libraries in templatesAllow community users to access certified content from a single location

Easily share all your key branded resources with partners

Lightning Community BuilderImproving Builder customization & enabling 3rd-party 1:1 template distribution

Private Template Creation & DistributionExporting a community template from a developers Org and using it to create a new community in a customers Org

Exporting a Template: Section within Community Builder for developers to provide details about the template and export it for packaging. Community Creation Wizard: Customers can choose to create a new community based on a template from a partner or Salesforce OOTB

Custom ThemingApplying a custom theme to a community to complete change the look & feel while retaining all of the components & data

The Customer Service (Napili) community with the standard OOTB theme applied.

Custom themes can be selected from the Builder and published to match the brand and identity of the customer.

Seamless Integration with AppExchangeAdd AppExchange Components Directly From the Community Builder

Clicking on the banner pulls up the AppExchange module which allows the user to select and install components without leaving the Builder.

Simplified Private/Public Community AccessMaking a community or any page in a community public or private is clear and simple

A Salesforce Admin wants a community to be public, but wants a set of pages in the community to be private and require a login.

Conditional Only Profile Based Access to PagesNo default is required for profile based page assignments, enabling you to create a draft instead of publishing immediately.

Assigning profile based pages is easy to use with the addition of draft and publish scenarios and no default page required

Improved Builder UsabilityBetter usability enables our customers to get a template based community off the ground fast and seamlessly

Configure your pages seamlessly in the builder with more editing space and rich content functionality.

New streamlined header and floating property editor

Improved Builder UsabilityIn-Line Rich Text in the Rich Content Editor The Rich Text Editor is now renamed the Rich Content Editor. . Inline Editing: Allows for in context editing that better shows you how your text and content look in your community.

Improved Builder UsabilityEnhancements to Video Upload in the Rich Content Editor

Add a video with a url from YouTube or Vimeo Preview and see the video inside the builder.

Chatter & Files

Chatter & FilesLive feedsMore options for rich text postsRich text on comments Multiple attachmentsEdit posts & commentsPlay video in feedImproved feed readabilityGroup creation wizardAdd member componentQuestion publisher

See the feature impact tables in the Release Notes to find out when and how these features become availableChatter in Lightning

Salesforce1 notifications improvedContent libraries in Salesforce1Customize group dashboardChatter - General

Live FeedsLive feeds make it easier to collaborate in a Chatter Feed. New comments are automatically displayed as other users make them. You no longer need to refresh the page. Chatter is now dynamic, users are kept up-to-date with conversation happening in the feed by pushing new comments right into the feed.

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Rich Text in PostsFormat your posts so you can get your point across

Users can author posts with formatted text, bulleted and numbered lists, inline images and Code Snippets. Animated GIFs play in the feed.

Inline images in the feed.

Rich Text in Comments in Lightning

For the first time, comments support the same rich text options as posts

Comments now support all the same rich text options available to you in a post. Respond to a post using inline images, bulleted lists, and various font stylings

Multiple Attachment Support in Feed PostNow you can share up to 10 attachments in a post

When posting or commenting, you can now add up to 10 attachments. The first three will be previewed after your post/comment. To see the files in a more detailed form you simply click on them and you get a full-screen preview without leaving the feed you are viewing..

Edit Feed Post and Comments in LightningMake changes to both your posts and comments after they are published

You can also remove and add attachments. Posts and comments can now be edited after they are posted.

Video Plays within the FeedNo need to leave Salesforce to watch videos in your feeds

Click on the preview icon in the feed and the video expands. This also works while you are composing your messages, so you can make sure you have the correct video before you hit share.

Improved Readability in the FeedsFeeds are more compact, easier to scan, and take action on

Easier to scan, uses less screen space Clearer Actions Stats on the feed View counts helps users, managers, and moderators understand what's important and engaging New three column layout

Salesforce1 Chatter NotificationsChatter notifications have actions and show part of the message

Actions from the lock screen Notifications include part of the post/comment

Available OnWith v11 ClientWhen a Chatter notification pops up on your downloadable app device, like your iPhone, Android phone, or watch, you can like or mute the item right from the notification. Even when your screen is locked, you can still take action.

View content libraries in Salesforce1Save files offline, view previous versions, and share with colleaguesContent Libraries


Chatter Groups Winter 17

Simplified Group Creation FlowThree Steps Combined into One Easy Flow

Fill out basic informationUpload photoAdd Members with Intelligent Suggestions

Seamless CollaborationCommunicate More Easily Than Ever Before

Q&A in Groups

Add Member Component

Live Feed

Customizable Dashboards and ChartsReport on Records Linked to the GroupCustomizable Group Dashboard

Report Charts scoped to Group Records

SalesforceApp Cloud

Salesforce App CloudNew navigation in Lightning Updated App LauncherApp Manager Upgrade Classic AppsApp brandingMerge connected appsLightning Apps: custom record pagesAppExchange in App BuilderLightning actionsFlows in App Builder (Beta)Flow screens in LightningLightning Login

See the feature impact tables in the Release Notes to find out when and how these features become availableLightning Experience & App Builder

Process Builder Invocable ProcessesSalesforce Connect enhancementsNew Campaign member importerPermission sets enhancementsShield platform encryption

App Cloud General

New Navigation in Lightning Experience

Updated Navigation in Winter 17

The Navigation Bar

Items within the current appChange AppsCurrent AppCurrent apps branding colorCurrently selected item

Shortcut menus provide quick access to key functionality & lists

Access the App Launcher right from the navigation barChanging Apps via the App Launcher

Click the grid icon in the nav bar to open the App Launcher in an overlay

Easily search across Apps and Items

The App Launcher now displays every app's name, logo, and a brief description

Creating & Editing Apps in Lightning Setup

Manage apps in Lightning Setup with App ManagerCreate, edit, upgrade and delete apps via this list view

Upgrade Classic Apps To Leverage New FeaturesCustom apps from Classic will work as-is in Lightning, but can be upgraded to leverage new capabilities

Provides a new set of capabilities for apps:

App brandingLightning Pages per appUtility Bar to access Lightning Voice and OpenCTI where applicable

App Branding in Lightning AppsAdmins can edit all Lightning Apps to specify an app icon and color.

Merge Connected Apps in the New App ManagerYou can now create, edit, and manage your connected apps along with your standard, custom and lightning apps all in one place

Connected and Managed Connected apps are now shown.

Lightning App BuilderWinter 17 Release

Take customization to the next level

Assign the custom record page as the default or specify Lightning apps Select the Lightning apps the custom record page should display forProvide end user dedicated record page experiences for Lightning apps

Assign custom record pages by appEasily assign record pages to specific apps so you can provide users with tailored experiences to help make them more productive

Sales apps standard Account page

Service apps customized Account page

Lightning ExchangeAppExchange now launches inside of App Builder

Click Get more on the AppExchange Browse components listed in AppExchange Filtering Options

Search AppExchange for the right Lightning component

AppExchange for Lightning componentsView component details and install without leaving App Builder

Screenshot PreviewsComponent Description Get It Now button: log into AppExchange and install Sidebar includes:RatingsPriceSupported tools and form factors

AppExchange for Lightning componentsSuccessfully installed components are immediately available in App Builder

Refresh the palette if a component takes some time to installComponents from AppExchange appear in the Custom sections of component palette

Lightning ActionsWinter 17 Release

Why theyre awesomeUse Lightning Component actions to replace the functionality you have built in Salesforce Classic with JavaScript Buttons.Lightning Quick Actions can be used for 3rd Party Integration; custom business processes during data entry; and many other use cases.Start your migration to Lightning Experience by leveraging Lightning Components in places where you use Visualforce today.Build native Lightning Experience features that are supported in desktop and mobile.

Lightning ActionsCustomers and ISVs can use Lightning Component actions to replace the functionality they have built in Salesforce Classic with JavaScript Buttons.Lightning Actions can be used for 3rd Party Integration; custom feedback to users during data entry; and other use cases.

Invoke the Lightning Component using an action in the page-level Action ContainerAvailable in Salesforce1 and Lightning Experience

Lightning ActionsCreate an Action from Setup Home Lightning Components implemented with the interface force:lightningQuickAction or force:lightningQuickActionWithoutHeaderappear in this list

Lightning ActionsSample Use CasesRoleUse CaseExampleObject-specific Quick ActionsEnd UsersUse custom actions that are tailored for each customers business processes.ACME wants its sales team to be able to view Opportunity or Account team hierarchies using an action. Global Quick ActionsEnd UsersGlobal Lightning Actions in Salesforce1 can provide users with easy-to-access mobile features.ACME wants its sales team to be able to view multiple calendars when booking appointments with leads.Global/Object Quick ActionsISVCreate Lightning Components for apps requiring API integration with Salesforce Platform or 3rd Party systems.Lightning SMS with Twilio can be used to send text messages to customers on cases, leads, and other contacts.

Process Automation

A process can invoke another processReusable work, Less maintenance, More control!

2. Choose to use an invocable process in an action. 1. Specify the invocable process type when creating a new process. Create processes that can be reused in many other processes. String processes togetherUse a single process for repetitive tasks and then reuse it in all of processes that need it!If changes ever need to be made, the administrator does it in only one place, not in all of the many processes.

Flows in Lightning App Builder - BetaFlows that have screens can now be added to Lightning Home, Record and App pages

Drag & drop flow component onto a Lightning page. Choose the flow to be used and configure.

BETA Flow Screens in LightningAdministrators can now choose to have all of their flow screens appear in the Lightning framework so they look more like the rest of their Lightning UI.

Turn on Lightning for Flow Screens. (all flow screens will render in the Lightning style.)

Salesforce ConnectWinter 17 Release

Custom Report Type linking Standard, Custom and External Objects for reporting.

Reporting on External ObjectsAdd External Objects into Custom Report Types (CRT)

Data Import EnhancementsWinter 17 Release

New dedicated Campaign Member ImporterAdd new and update existing records in one step from one CSV file.

Campaign Member ImporterAdd Members (Contacts, Leads, Person Accounts)Manage Members (Update existing Campaign Members Adding Contacts, Leads, Person Accounts)

Permission Sets

Simplify a Permission Set & auto-assign the related licenseCreate a new Permission Set A list of the Permission Set Licenses (PSL) purchased in your org will be available.

The list of permissions on a Permission Set will be scoped to only those allowed by the related Permission Set License

Authentication

Log in password-free with Lightning LoginSay goodbye to the inconvenience of passwords

1. User clicks on the Lightning Login hint and gets prompted with a verification requestUsers are encouraged and often required to create complex passwords that are difficult to remember and/or type in correctly.

Now I can enroll in Lightning Login and when I need to access Salesforce, I simply click on my username, tap Approve when Authenticator notifies me of my login, then I scan my fingerprint or enter my PIN to verify my identity.

Lightning Login

2. The user is redirected to a Login Approval screen and at the same time is prompted with a verification request on the Salesforce Authenticator app 3. The user approves the login request from his mobile device/app and instantly logs in into his account (on the platform). No password is required!

Shield Platform EncryptionEncrypt Sensitive Data at Rest while Preserving Critical Business Functionality

Winter 17

Shield Bring Your Own Keys (BYOK)

Allowing Customers to:

Control the generation of the Tenant SecretGrant Shield's key managements machinery secure access to this secretRevoke this access on demand