Spring 10 New Release Features

Spring ‘10 Release

Readiness

Safe Harbor

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Any unreleased services or features referenced in this or other 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.

Spring ‘10 Feature Overview



Accounts &Contacts

Real-Time Content Library

Genius

AppExchange

Partners

Forecasting & Analytics

Email &ProductivityReal-Time Approvals

& Workflow

Leads & Opportunities

Salesforce Automation (EE, UE, DE)

OVERVIEWWith real-time Quote Sync in Spring ‘10, you will be able to quickly and easily

create a quote from an opportunity with all your deal information, create a pdf of the quote, create multiple quote versions, email the quote from salesforce.com to your customer, and easily sync any changes to your primary quote back to

the opportunity to ensure your forecasting and reporting is up-to-date.

SAMPLE USE CASEAs a sales rep, I want to be able to easily create and send a quote from an

opportunity to close my deal quickly and easily. Using Quotes I can create and email a quote PDF directly from Salesforce.

Salesforce Quote SyncCreate a Quote from an Opportunity

Select new quote from the

opportunity

Primary contact information and account address information are automatically copied over to the

new quote

All of the opportunity products will be copied over to the new

quote on save

Salesforce Quote Sync Quote Detail Page

View quote totals information including

discount, tax, shipping and handling

Quickly add more products to your quote

Add a discount to your line

items

Salesforce Quote Sync Create a Quote PDF

Save the quote PDF document to your quote

Create a PDF version of the

quote

Salesforce Quote Sync Send the Quote

Contact from the quote is automatically added. Simply type in

your subject and message and click

send!

PDF automatically attached to

email

Salesforce Quote Sync Sync a Quote With the Opportunity

Click the new sync button from the quote

detail page to sync your quote with the

opportunity

Salesforce Quote Sync Select Initial Sync Direction

Get a confirmation message explaining

how sync works.

Salesforce Quote Sync Changes to the Quote Update the Opportunity

Sync is now enabled. Click the button again

to stop the sync.

Add new products to the quote, change

sales price, quantity, or discount. All

these changes will also update the

parent opportunity

Calendar & Activity Enhancements (All Editions)

OVERVIEWWith Spring ’10, you can now take control of event invitations by adding a

custom logo for your company with Branded Event Invitations. Once you have uploaded your logo, the system will use the logo in all event invitations and the invitee response page on the web. In addition, when this feature is

enabled the event invitations that are delivered to your customers will reflect an updated, appealing design .

SAMPLE USE CASEAs a Sales Rep, I want the correspondence that I deliver to my customers to be appealing and professional. Working with my System Administrator, Ican now

upload a custom logo to be used in meeting invitations that are delivered directly from Salesforce.

Calendar & Activity EnhancementsLogo Upload in Setup

Upload a Custom Logo

for the Organization

Calendar & Activity Enhancements Branded Event Invitations

Custom Logo on Invitee Response

Page

Custom Logo for Invitations

Email Enhancements (GE, PE, EE, UE, DE)

OVERVIEW

With Spring ’10, you can now send yourself email with the content of email templates before you make it active using Email Preview.

Also new with Spring ’10, we are introducing Global Email Templates which will empower the Administrator to setup one template which can be used for the

recipients language.

Finally, the ability to set the email default Task type as "Email” one of the highest voted IdeaExchange requests. Email Default Settings allows all emails send out of

the Salesforce will automatically be logged as “Email” !

SAMPLE USE CASEA system administrator wants to create an email templates using Global Email

Templates which will translate the content based on translation workbench.

Email EnhancementsEmail Preview & Global Email Templates

Send test email and verify

merge fields

New Language Tag which can

use merge fields

Salesforce Mobile Lite Enhancements (All Editions)

OVERVIEWWith the Spring ‘10 release, every Salesforce customer can enjoy free basic access to Salesforce from a mobile device regardless of your license type. Now Mobile Lite lets

you create, edit and delete records from any standard object. Need to update the phone number of your best customer while on the go? Mobile Lite lets you do it.

Want to create a new Opportunity record? You can do that, too. In fact, Mobile Lite users now have full access to all of the supported object types, including Accounts,

Contacts, Opportunities, Leads, Cases, Solutions, Assets, Tasks, Events, and everyone's favorite, Dashboards. Do more than ever while on the go!

SAMPLE USE CASE

A Sales Rep just got out from a meeting with a customer. The opportunity is progressing really well. He needs to changes the status of the opportunity and create a related activity, in which he writes the notes of the meeting. With Mobile Lite he can

do that right after the meeting from his mobile phone

Salesforce Mobile Lite

Update and create records

on the road!

Mobile Lite is now available for

all Salesforce editions

including Contact Manager and

Group Edition!

Salesforce Mobile for iPhone (All Editions)

OVERVIEWWith the Spring ’10 release, we’ve introduced Filter and Search. Finding the specific

piece of data you need is now a breeze. No more hunting and hoping to find that Opportunity or Lead you entered 3 months ago. Every tab and every list view includes

a new Filter and Search bar. Just start typing and the list of records is reduced to those that match. Select “Search” to search to look across the device for the record. One more tap extends the search to the remote server to retrieve matching records

not on the device.

In addition, with Search for Related Items you can find all of your related records with one tap. Like the new filter and search functionality, there is a new one-button

means of getting all related records.

SAMPLE USE CASE

A rep arrives on site for a field repair based on an open case. Once onsite, the customer tells the rep the problem is similar to one solved a few months previously. The rep navigates to the Cases related list for the Account, and taps “Search server

for more…” The past case appears in the list, and the rep is able to review the details and solve the new problem quickly.

Salesforce Mobile for iPhone Filter and Search

Tapping “Search”extends the

search across all such records on

the device.

The Filter and Search bar is at the

top of most list views. Just start

typing to filter the list.

To search remotely, tap on

“Continue search on server…”.

Salesforce Mobile for iPhoneSearch for Related Items

Tapping “Search server for more” initiates a remote

search for additional related records.

All local related records will appear

in the list.

Search results appear. Viewing a result will

“mark” the record and keep it on the device for

offline access.

Salesforce Mobile for Blackberry(All Editions)

OVERVIEWWith the Spring ’10 release and Link to Records you can tap Salesforce

linksfrom your BlackBerry email, and the mobile application will automatically launch, search for and show the record in the native application.

Take advantage of high-speed mobile connectivity! With the new WiFi support,you are no longer tethered to a cellular data connection. With the latest release,

you can download, activate, and use the Salesforce mobile application with nothing more than a WiFi connection.

SAMPLE USE CASE

Often, Salesforce users send links to records to coworkers via email. If the recipient is on the road, he or she can click on the link from the email client and

that will launch the Salesforce Mobile client and open the right record or dashboard.

Salesforce Mobile for BlackberryLinks to records

Receive email with a link.

Tapping on the link will open the record on

the client.

Call Center

Email to Case Search

Social

PartnersChat

Customer Portal Ideas

CTI 2.0(PE, EE, UE, DE)

OVERVIEW

Now in Spring’ 10, CTI 2.0 allows you to perform new actions with CTI with clicks, not code. With CTI 2.0 we have added the ability to configure Custom

Screen Pops including Visualforce pages and new object edit pages, and added the ability to perform these screen pops in a new browser tab or window

instead of in an existing window.

SAMPLE USE CASE

A self-storage space provider wants their agents to pop to a custom page showing a map of storage locations in the area of the caller instead of to the

caller’s contact record.

CTI 2.0Custom Screen Pops

Visualforce screen pop

Entitlements & Service Contracts(PE, EE, UE, DE)

OVERVIEWNew with Spring ‘10, you now have the ability to track the level of service your company is providing for customers with Entitlements & Service Contracts. Ensure that customers entitled to support receive the correct level of support

and identify opportunities to sell or up-sell support offerings.

SAMPLE USE CASE

An agent receives a call from a customer. The agent performs a lookup of the contact, to verify that they are entitled to phone support. From the phone

support entitlement, the agent creates a case for the customer.

Entitlements & Service ContractsSetup

Entitlements & Service Contracts Enforce your Service Level Agreements

Entitlements & Service Contracts Success, Warning, & Violation Workflow Actions

Entitlements & Service Contracts Entitlement Based Support

Entitlement Related List to create Cases from Account, Contact,

Asset or Contract Line Item detail pages

Entitlements & Service Contracts Case Fields Defaulted from Entitlement

From the Contact on the

Asset

Entitlements & Service Contracts Case Milestones

The timeline displays Case Milestones by

target date (SLA)

Case Milestones are created based on the Entitlement

on the Case

Entitlements & Service Contracts Service Contracts

Entitlements & Service Contracts Asset & Entitlement Filtered Lookups on Case

Answers (EE, UE, DE)

OVERVIEW

Many of our customers have asked us for a ‘Forums’ or a “discussion board’product that they can use inside the Customer Portal or inside the application itself. Now in Spring ‘10, Answers is our answer to a specialized discussion board for enterprises. People don’t go to company websites to socialize. They

go there to get a question answered, and hopefully to help others. Answers hones in on that business value, and is designed to lower call center costs by

deflecting potential calls to the Answers product.

SAMPLE USE CASE

A customer has a question about a company’s products. He does a simple Google search and finds the answers on the company’s Answers forum.

AnswersData Categories

Categorization using Data Categories

Answers Questions List

All Questions asked in this

Best Practices Category

AnswersQuestion Asker & Replies

Question Asker can pick the best Answer

from all replies

Community can vote on

replies

Replies sortable by

time and vote total

Rich text questions and

replies

AnswersMy Questions & Replies

Your Replies

Your Questions

Salesforce Knowledge (EE, UE, DE)

OVERVIEWNew with Spring ‘10, you now have the ability to expose Salesforce

Knowledge in the Partner Portal. You can also now define Field Level Security in article types and change the data category visibility settings per

Portal roles.

Some advanced Knowledge analytics can also be build through the ability to configure Knowledge Custom Report Types.

API access to Knowledge search features is included in Spring ’10. Developers can build custom search features for the Knowledge app with Data Category filtering and all Knowledge search features like Custom Synonyms and Stemming. In addition, we’ve added Describe API to retrieve information

about data category groups, Metadata API to allow re-parenting, delete or renaming data categories through a single-file XML transaction, and SOQL

with Data Categories to enable precise queries.

Salesforce KnowledgePartner Portal Integration

Salesforce KnowledgeField Level Security

Hide the field for some roles

Visible for internal users

Hidden for partners

Salesforce KnowledgePortal Roles Data Category Settings

Category visibility settings can be changed at the portal role

level

Salesforce KnowledgeCustom report types

New Knowledge related objects for creating report types

Salesforce KnowleddgeKnowledge SOQL API

WITH DATA CATEGORY clause allows filtering on categories

SELECT Id, Title, Summary FROM KnowledgeArticleVersionWHERE PublishStatus=’Online’ WITH DATA CATEGORY Product__c AT Phones

Search all Knowledge

Articles

Retrieve specific Knowledge Article values

SELECT Id, Title, Summary, OfferDescription__c FROM Offer__kav WHERE PublishStatus=’Online’ WITH DATA CATEGORY Product__c AT Phones

SELECT Title, Summary, OfferDescription__c FROM Offer__kav id=’ka0x000000004Q3O’

Search any Article Types

Salesforce KnowledgeKnowledge SOSL API

New WITH DATA CATEGORY clause allows filtering on

categories

FIND {search.string} RETURNING KnowledgeArticleVersionWITH DATA CATEGORY Geography__c AT AMER

Search all Knowledge

Articles

Use the Data Category API to specify categories to

searchFIND {search.string} RETURNING FAQ__kav

WITH DATA CATEGORY Product__c AT PHONES

Search any Article Types

Use the Data Category API to specify categories to

search

Unlimited Real-Time Customization

Real-Time Mobile Deployment

Real-Time Websites

AppExchange

Real-Time Content Library

Programmable Cloud Logic

Programmable User Interface

Real-Time Workflow & Approvals

Granular Security &

SharingReal-Time Analytics

New User Interface Theme (All Editions)

OVERVIEW

The Spring ’10 release includes a preview of a fresh new look for Salesforce applications. This new theme provides brighter, more

streamlined user interface elements, reduces page “noise”, and will complement new features in future releases. Over the course of the next

few months, we’ll be expanding this new look to even more areas!

New User Interface Theme

Simpler & more fun colour palette and

shapes.


Reduced page noise from eliminating

extraneous lines and simplifying

background colors.


Clearer visual separation of

primary data vs. related data.


Cleaner UI Widgets & Elements

Analytics Enhancements (See Feature Detail for Availability)

OVERVIEW

New in Spring’10, you now have the ability to make the table components in dashboards even more useful with Four Column Dashboard Tables. With the

ability to display a total of fourcolumns, extra information can be now be included in your dasbhoards, such as Close Date for an opportunities list, or Open Date and

Number of days outstanding.

SAMPLE USE CASE

The Marketing manager wants to see the list of currently running campaigns with the campaign name, end date, number of days to run, and number of responders

Analytics EnhancementsFour Column Dashboard Tables (GE, PE, EE, UE, DE)

Choose which columns and

sorting

Choose report as today

Choose to control layout

4 Columns displayed

Workflow Enhancements (EE, UE, DE)

OVERVIEW

Now available with Spring ‘10 release, Personalized Email Alerts allow you to override the from address of any email alert with the address of the Default workflow

user.

SAMPLE USE CASEAll automated emails related to sales should be sent as the sales operations system administrator. Using Personalized Email Alerts the system administrator can send

opportunity close date reminder to the VP as the sales operations admnistrator.

Workflow EnhancementsPersonalized Email Alerts

Override from address

Default Workflow User

API Enhancements (PE*, EE, UE, DE)

OVERVIEW

Now with Spring ‘10, you no longer have to extract all your data from Salesforce.com to run analytical queries using an external tool. With Aggregate Functions, SOQL is being enhanced with a full set of aggregate “GROUP BY”query expressions, including SUM, MIN, MAX, AVG, HAVING clauses and full

support for grouping by day, month, year, etc. Aggregate Functions allows you to run queries similar to reports so you can use the API to retrieve aggregate

results.

SAMPLE USE CASE

A Sales Manager, using an API client application, wants to view the aggregate opportunity amount groupbed by country and region with subtotals for each

country.

Application Distribution EnhancementsPackaged Custom UI

Action override installed by package

Subscribers can override package’s setting. Package’s setting will continue to be upgraded under

the covers. (Managed packages only)

Edit an override to

revert to default UI

Application Distribution EnhancementsPackaged Custom UI

Filter by package

Same, easy to use inline editing

interface

Override Master Values or packaged

translations

Cloud Deploy (Beta) (EE, UE, DE)

OVERVIEWSandboxes are critical for large and mid-size customers to develop and test

configuration changes without impacting end users on production. Cloud Deploy (Beta) empowers a non-technical admin or business analyst to copy supported types of changes between sandbox and production organizations, or between

sandboxes.

New in Spring ‘10, you have the ability to Clone an Outbound Change set, Delete a non-upload Outbound Change set , and Deploy Change Sets across

platform versions during releases!

SAMPLE USE CASE

After a Change Set is uploaded to production, an admin logs in, inspects the Change Set, and clicks “Deploy” to apply the changes.

Cloud Deploy Outbound Change Sets

Include only those

components you want to

send

Find missing dependencies

you overlooked

Additional Release Resources

Spring '10 Release– "Ideas Coming In Spring '10" on the IdeaExchange

• Vote for and/or promote features on IdeaExchange: http://ideas.salesforce.com/

– Release notes and Release Preview coming soon!

Previous Releases– Winter ’10:

http://sites.force.com/features/ideaHome?c=09a30000000DCUV

– Summer ’09: http://www.salesforce.com/community/summer09/

– Winter ‘09: http://www.salesforce.com/community/spring09/spring09.jsp

Spring ’10 Feature Enablement






Technology

Spring 10 New Release Features