Salesforce Spring 15 release overview deck

Spring ’15 Release
Overview Deck

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Chatter Enhancements Summary
Feature
Release
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.
Salesforce Edition
Salesforce
License
Bundled FTC Posts GA P GE, PE, EE, UE,
PxE, DE, Personal
N/A
Feed Post Actions GA P GE, PE, EE, UE,
PxE, DE, Personal
N/A
Consolidated Post GA P GE, PE, EE, UE,
PxE, DE, Personal
N/A
Workflow for Feeditems GA P GE, PE, EE, UE,
PxE, DE, Personal
N/A
Emoticons GA P GE, PE, EE, UE,
PxE, DE, Personal
N/A
Salesforce1 Tablet GA P GE, PE, EE, UE,
PxE, DE, Personal
N/A
Enhanced Follow Model
Open
Pilot P GE, PE, EE, UE,
PxE, DE, Personal
N/A

Chatter Enhancements Summary (cont.)
Feature
Release
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
Salesforce Edition
Salesforce
License
Files Connect for
OneDrive for Business
GA
P EE, UE,PxE, DE
EmployCRM,
Chatter+,
Force light &
higher,
Employee
Community
Help Desk
Files Connect is also
available in one.app GA P P
(only for on premise)
EE, UE,PxE
Unified Setup Tree
for Files GA P
GE, PE, EE, UE,
PxE, DE
All
Record Types and
Page Layouts for
Salesforce Files
P
GE, PE, EE, UE,
PxE, DE All

Available with the following Salseforce Licenses:
Salesforce Chatter Only Salesforce Platform Salesforce Platform Light
Salesforce Platform One Force.com — One App Force.com App Subscription
Force.com — Free Partner App Subscription Identity
Work.com only Ideas Only Siteforce Only
Knowledge Only
Chatter Enhancements Summary (cont.)
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Files Sync GA P EE, UE,PxE, DE
See below.
10,000 Files Support GA P
Windows 8 and 8.1, and
Mac OS X Yosemite
GA P
Managed Version Open Pilot
P P EE, UE,PxE, DE
REFERENCE: For a full list of Files features and
enhancements, please see the release notes.

Communities Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Community Builder GA P EE, UE,PxE, DE Communities
Community Management
Console
GA (1 beta
feature) P EE, UE,PxE, DE Communities
Napili Template
Enhancments GA P EE, UE,PxE, DE Communities
REFERENCE: For a full list of Communities features
and enhancements, please see the release notes.

Force.com Customization Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Lightning Process
Builder
GA P UE, EE, DE,
Custom SAML Just-In-
Time Provisioning GA P PxE, UE, EE, DE n/a
Advanced Auth
protocols for Mobile
SDK and S1 on iOS
GA P GE, PE, EE, UE,
PxE, DE
n/a
API Client Whitelisting GA P P PE, EE, UE, PxE, DE n/a
Global Authentication
Providers
GA P PE, EE, UE, PxE, DE All except
User Provisioning GA P EE, UE, PxE, DE
All except
Chatter Free
AppExchange Store
Builder
GA
EE, UE, PxE, DE,
Force.com
At least Identity
REFERENCE: For a full list of Force.com features

Force.com Enhancements Summary
Feature
Release
Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Lightning Components Beta P EE, PxE, UE, DE,
Database.com n/a
REFERENCE: For a full list of Force.com features

Spring ‘15 Release Timeline
PROD – R1
2/6/2015
NA6, NA7, NA8, NA9, NA17, NA18,
NA22, EU5
SB-1 – 1/9/2015
CS3, CS4, CS7, CS9, CS11,
CS12, CS13, CS14, CS15,
CS17, CS20, CS21, CS23,
CS30, CS32, CS80
December ‘14 January ‘15 February ‘15
Pre-Release and Release
Notes Available (12/18)
SB-2 – 1/10/2015
CS5, SR1, SR2
PROD – R0
1/16/2015
NA1
PROD – R2a
2/13/2015
EU0, EU1, EU2, EU3, CS81,
NA0, NA2, NA3, NA4, NA5,
NA10, NA11, NA12, NA13,
NA14, NA15, NA16, NA19,
NA20, NA21, NA23, NA41
PROD – R2b
2/14/2015
AP0, AP1, AP2, CS1, CS2, CS6, CS8,
CS10, CS16, CS18, CS22, CS24, CS33
Release Readiness
LIVE! – 1/20 & 1/21

Salesforce1 Reporting Enhancements

 Report notifications – receive threshold-based
daily alerts via Email, Chatter, or Salesforce1
 Tablet-optimized version dashboards
 Filtered and dynamic dashboards in Salesforce1
 Reports are now natively available in Salesforce1
What are the Enhancements to Salesforce1 Reporting?

 Get alerts based
on personal
threshold
 Notified via
Salesforce1,
Email, or Chatter
 Doesn’t count
towards
Scheduled
Report Limits
 Limit – 5
subscriptions
per user
 Available on
PE, DE, EE, UE
and PxE
Key Capabilities – Report Notifications

Purpose:
View up to
three columns
of dashboard in
landscape and
portrait mode
on tablet.
Audience:
All
Key Capabilities: Tablet Optimization
Scroll up and
down to see all
components in
each column

Purpose:
Interactively filter
report by tapping
on chart.
Audience:
All
Key Capabilities: Tablet Optimization
Interact with
chart or
legend on
side panel.
Select
multiple filters
from legend
by tapping.

Purpose:
To run dashboard as
someone else and
view results.
Audience:
All
Key Capabilities: Dynamic Dashboards
Search for user
to Run
Dashboard As
Tap on User icon in
action bar

Purpose:
Access reports from
left navigation.
Audience:
All
Key Capabilities: Direct Access to Reports
Tap on Reports
to view Most
Recently Viewed
Reports

Purpose: Two
options for refresh
and rerun.
Audience: All
Key Capabilities: Refresh Dashboards More Easily
Tap re-run icon
in action bar
Make a
decision on
reloading latest
refresh or
re-running the
source reports.
Reloading by
Pull to refresh
will be faster.

 Salesforce Console for Service Enhancements
 Macros (Agent Productivity)
 Social Customer Service Starter Pack
 Service Communities Enhancements (Question-to-Case)
 Business Continuity with Org Sync
What are the Enhancements to the Service Cloud?

Users can:
 Use new keyboard shortcuts.
 Rearrange console tabs.
 Access several console
features automatically.
 Adopt new system
recommendations.
Administrators can:
 Clone console apps.
 Assign an automatic height and
width to stacked components.
 Let users customize navigation tabs.
What are the Enhancements to the Console for Service?

When working on a case, the pinned list can take up valuable real estate. The
Shift+N keyboard shortcut allows users to quickly collapse and expand a pinned list.
The new zoom keyboard shortcut (Z) is an awesome utility that quickly allows users
to collapse the header, footer, and pinned list in a single click!
Console for Service: Keyboard Shortcuts for Users
Header and footer
Pinned
list
No pinned
list
No header and footer

Ctrl+click is an incredibly useful feature that allows console links to be opened
in the background. It allows users to open several tabs in succession without
losing focus on what they are currently viewing.
Console for Service: Keyboard Shortcuts for Users (cont.)
Ctrl + 00001140
and 00001292

You can now drag and drop tabs to any position in their tab strip.
This is useful when users have tabs that they frequently access.
Console for Service: Drag and Drop Console Tabs
Drag tab to left

We are now enabling the following features for all customers:
 Save User Sessions (remember users’ workspaces)
 Enable Multi-Monitor (allow pop out of components)
 Enable Keyboard Shortcuts (allow users to use keyboard shortcuts)
Console for Service: Auto Enable Console Features

The Console clone feature allows administrators to duplicate consoles very quickly.
This is increasingly handy as more configuration options are added.
Console for Service: Clone Console Apps

The minimum width and
height features for standard
console components ensure
that there is at least enough
real estate for a component
to be usable. If there isn’t,
the component simply
collapses itself. When
expanded again, it expands
to the minimum required real
width or height.
Console for Service: Responsive Sidebars
Reduce from
this width…
…to this
width.
With Spring ‘15, any sidebar region can be
collapsed using the “Shift + arrow” keys.

Support agents can now save time by
performing multiple actions in one
click. For example, opening the email
action, selecting a template, sending
an email, and changing the Case
status can be done in just one Macro.
What are Macros?
You can search and execute a Macro from
the Macro widget only available in the
Salesforce console. Macros can be
created by an administrator or any user
who has permission in his or her profile.
 Open the Macro widget with a simple
keyboard shortcut.
 Watch each instruction being performed.
 Each instruction is being executed in the
Console in real time.
 Agent is guided in the Macro creation
process.
 Macros can be shared manually or by
using sharing rules.

Open the Macro widget with a keyboard shortcut (M) from within the Console.
Use the Macro Widget to Search, Create, and Run a Macro
The lightening bolt icon
indicates that the
macro performs an
action—such as
sending an email—that
cannot be un-done.
Enter some letters
from the macro’s
name to search for it.
Create a brand-new
macro using this link.
Run, Edit,
and View
Buttons.
Collapse the
Instructions.

Agents or administrators can create Macros.
Creating a Macro is Easy!
Macro Name (only
searchable field)
The Description will
display below the
Macro Name in the
Widget.
Click Done to validate
the current instruction
and add a new
instruction below.
Create a new instruction in the
same context as the previous
instruction.
Hover over the step
number to Delete,
Reorder, or Add a
new instruction.
The first macro instruction
specifies the tab that the
macro acts upon.

Administrators can turn on Social Customer Service in just
minutes. Connect your Facebook and Twitter accounts
directly from Salesforce and deliver social customer care
without a separate Radian6 account.
Social Customer Service Starter Pack is GA!
Create account with
no login required.
Add social accounts.
Start and stop
data sources
directly from
Salesforce.

Create Cases from Questions in Chatter with
Questions-to-Case. If a question in Chatter
isn’t resolved, moderators can escalate the
question to a case directly in the feed.
Service Communities Enhancements:
Escalate Questions to Cases
Moderators can access
Escalate to Case from
the overflow menu on
the feed item.
The escalation form
fields and default values
can be configured.
NOTE: Question-to-Case is available in the full Salesforce site and the Salesforce1
mobile browser app, as well as in Communities where Chatter Questions is enabled.

Respond to escalated questions without ever leaving the Console.
Manage Escalated Questions
The entire question
and all current
answers are included
in the associated
case feed.
With the Community publisher,
agents can respond directly on the
question in the community.
Question
information is
automatically
included in the
case details.
Agents can mark an answer
as “Best” if someone in the
community has already
answered the question.

Build workflow rules or use
the Lightning Process
Builder to automatically
create cases from
questions that meet
specified criteria.
Automate Escalation of Questions
The Escalate to Case feed
action is available to use
within flows and processes.
Custom flows and processes can be
built to create cases from questions
based on criteria such as number of
likes, best answer, and content.

Organization Sync lets you set up a secondary, synced Salesforce organization
where users can work when your primary organization is unavailable.
How Can You Promote Business Continuity with Org Sync?
PUBLISH
objects and
fields to be
synchronized
SUBSCRIBE to
Objects and Fields
from second org
Setup metadata
and users in
second org
Perform an Initial
Sync of historical
data, as required
Primary Org Secondary Org
Repeat steps 2 and 3
from secondary to
primary for a 2-way
synchronization
1
2
3
4

 Chatter
– Bundled Posts
– Consolidated Post Action
– Feed Post Actions
– Workflow Engine Support for
Feed Posts
– Emoticons
– Salesforce1 for Tablet
– Enhanced Follow Model
 Files
– Files Connect
– Salesforce Files Sync
– Salesforce Files Administration
What are the Enhancements to Chatter?

Bundled Posts available in Salesforce1 Web
and Salesforce1 mobile:
When a series of changes to record data take
place within a short window of time, those
changes are bundled together as a summary
post, thus making users’ posts more
prominent.
What are the Enhancements to Chatter? (cont.)
Bundled Post:
One post representing a
group of sequential
changes to the record.

Consolidated Post Action available
in Salesforce1 Web and Salesforce1
mobile:
Allows users to attach files and links to
the same post in the Salesforce1 web
application.
Attach Files and
include Links.

Feed Post Actions
available in Salesforce1
Web and Salesforce1
mobile:
Use the “Create New
Task” action from a
post and follow the
conversation and files
from your task list.
Create New Task
available from Feed
Post Menu.
Use the link on the post
to navigate to the task
that you created.

And more…
 Workflow Engine Support for Feed Posts:
– You may now use the Salesforce Workflow engine to kick off automation based on
Feeditem inserts. This feature only supports Feeditems and not Comments.
 Emoticons!
 Salesforce1 for Tablet:
– Accessing Salesforce1 from your tablet’s browser gives you the Chatter Feed in a
new format designed for better user experience on larger mobile formats.
– Enhanced Follow Model (Pilot):
• Now when you follow a person, you follow their activity instead of their wall
(i.e., posts by others on their Profile page). The new model shall improve users’
engagement as they discover new content by following posts in various groups
and new conversations.

Files Connect provides:
 New unified access to internal and external files in
Salesforce 1 web (one.app), providing users the
ability to:
– Access the unified recent list of Files from the Files App
in stage left.
– Post an external file.
 OneDrive for Business (announced December 17),
which lets Salesforce users access and share files
from Microsoft’s latest cloud-based content system.
What are the Enhancements to Files Connect?

OneDrive for Business (announced December 17) lets Salesforce users
access and share files from Microsoft’s latest cloud-based content system.
What are the Enhancements to Files Connect? (cont.)

Files Sync now supports:
 Synchronizing files shared by
others, directly from Chatter
feed posts, file lists, and file
detail pages. Previously,
users could only sync their
own files.
 Users having up to 10,000
synced files.
 Windows 8 and 8.1, and Mac
OS X Yosemite.
What are the Enhancements to Salesforce Files Sync?

Files Sync Managed
Version provides
Salesforce Admins with
the ability to silently install
Salesforce Files Sync to
users’ desktops via MSI:
 Deploy the Salesforce Files
Sync client to your entire
organization’s desktop
machines.
 Control who gets to install
the desktop applications
and when the client is
upgraded.
What are the Enhancements to Salesforce Files Sync? (cont.)

What are the Enhancements to Salesforce Files?
Administrators can now configure Files
and Content in Setup under
Customize | Salesforce Files.
Files and Content
Configuration
Members in Public Self-Service
Communities can attach files to their
Q&A posts.
Files and Communities

Salesforce Files now
supports Record Types
and Page Layouts.
 Previously, most customizable
objects supported Record
Types and Page Layouts, but
Files did not.
 Administrators can now set
both of these for Files and
Content, using the Record
Types and Page Layouts Setup
pages in the new Salesforce
Files node.
What are the Enhancements to Files Administration?
Unified Record Types and Page Layouts replace Content Types
for Salesforce Files (Both Content and Chatter Files).

 Community Builder
 Setup and Community Management Console
 Enhancements to the Napili Template
What are the Enhancements and Additions to Communities?

Users creating a new community will be taken through an
improved setup experience.
 Add a new community to trigger the Starter Wizard.
 Choose a template.
What are the Enhancements to Community Builder?

Use the Branding
Editor to customize
the template.
 Choose a palette to
quickly change colors.
 Update colors using the
branding editor, then
review live on the canvas.
 Get branding done faster
by uploading your
company logo and
automatically generating
a color palette
for your community.
What are the Enhancements to Community Builder? (cont.)

Once your community setup is complete:
 Use the new Page Editor and associated Property Editor to modify the various
components on a page within a community to update text labels, pick the number
of results to display, and more.

Once your community setup
is complete:
 Use the new Settings area to
get important info about the
current template and links to
add data.
 Receive notifications about the
availability of new templates.
 Try out new templates for
published communities by
upgrading the current
community to the new template
and reverting to the previous
one if the new template does
not meet your needs.

Community setup and
management consolidated
into the Community Console,
where Community Managers
can view, analyze, manage,
and act on community
information.
New features:
 Setup overlay moved to console
 Streamlined wizard-based flow
 Intelligent navigation options
 Enhanced overview page
 New files moderation page
 Topic Management (beta)
 Custom Recommendations
What is the new Setup & Community Management Console?

Based on customer feedback, we’ve
made some enhancements to the
Napili template that include Cases,
Knowledge, and Questions in the
feed. Summary of new features:
 Community Leaderboard
 Trending and Related Topics
 Enhanced Profile with User and Email
Settings, Reputation, Follow, and
Activity Feed
 Configurable photo visibility settings
 Add/Remove topics after posting,
Follow Topic
 Case Feed vs. case comments (pilot)
What are the Enhancments to the Napili Template?

Force.com Customization
Enhancements

 Lightning Process Builder
 Security and Identity Enhancements
 AppExchange Store Builder
What are the Customization Enhancements to Force.com?

Lightning Process Builder lets you automate
business processes using a visual interface.
 Processes allow you to execute action groups
when certain conditions are met.
 Action groups can consist of immediate and
scheduled actions.
Capabilities include:
 Creating a record.
 Updating fields on records or any related record.
 Launching a trigger-ready flow as an immediate
or scheduled action.
 Sending an email.
 Posting to Chatter.
 Submitting for approval.
 Triggering Apex.
What is Lightning Process Builder?
Prior to Process Builder, you had to use Visual Workflow or
Apex to create a record, update fields on any related record,
post to Chatter, or submit a record for approval.

What Actions are Supported by Lightning Process Builder?
Prior to Process Builder, you had to use Visual Workflow or Apex to create
a record, update fields on any related record, post to Chatter, or submit a
record for approval.
Actions Description
Create a record Create a new record.
Update records Update fields on records or any related records.
Send an email Send an email using an email alert.
Post to Chatter Post to the feed of a user, a Chatter group, or the record that started
the process.
Use a quick action Use an object-specific or global action to create a record, update a record,
or log a call.
Submit for approval Submit a record for approval without requiring users to submit manually.
Launch a flow Launch a trigger-ready flow to automate complex business processes.
Call Apex Call an Apex method to add customized functionality.

 Custom SAML just-in-time provisioning
 Advanced Auth protocols for Mobile SDK and S1 on iOS
 API client whitelisting
 Global Auth providers
 Identity Management
What are the Enhancements to Security and Identity?

Control and customize just-in-time user
provisioning logic during SAML single
sign-on using an Apex class.
 Create a class that implements the
SamlJitHandler interface.
or
 Have the Salesforce application generate
an Apex class that contains a basic
end-to-end flow for you to customize.
Custom SAML Just-In-Time Provisioning

Restrict all API client applications,
such as the Data Loader, to
require administrator approval.
 Builds on the Connected Apps
framework, allowing an administrator
to approve or block individual client
applications.
Note: Users with the “Use any
API Enabled” permission will
still allow the user API access
through any client.
API Client Whitelisting
Contact Salesforce to enable
API Client Whitelisting.

Two options for setting
up key values when
configuring a Facebook,
Salesforce, LinkedIn,
Twitter, or Google Auth.
Provider:
 Let Salesforce automatically
create key values.
 Provide values from your own
third-party application or
connected app.
Global Authentication Providers
Leaving these fields empty will allow Salesforce to
create and manage values for an Auth. Provider.
Note: This change will not be available until March 2015.

Administrators can:
 Automate the tasks of creating, updating,
and disabling user account information
across all applications using Salesforce
as an Identity Provider.
 Centrally view information about user
accounts across all applications (such as
Google, Box, and other Salesforce orgs)
for a given user.
 Run “who has access to what apps” report
for SOX reporting and other audit and
compliance needs.
 Automate user provisioning into various
apps using Active Directory (AD) using
Salesforce Identity Connect to provision
users into Salesforce; then Salesforce can
provision user accounts into other apps.
Identity Management Enhancements

Build your own app store:
 Deliver any app to partners,
customers, and employees
 Create a custom branded
experience
 Measure adoption with built-
in analytics
 Integrate with the Customer
Success Platform
 Extend with 3rd-party apps
and services
Introducing: AppExchange Store Builder
Get it today for free on the AppExchange!

Force.com Development
Enhancements

 Lightning Component Framework
What is the Development Enhancement to Force.com?

The Lightning Component Framework is a component-
based UI framework. Developers will be able
to create components that integrate directly into
Salesforce1, providing better access to features and
optimizations versus earlier offerings.
 The Lightning Component Framework:
– Is NATIVE to the platform.
– Is INTEGRATED with Salesforce1.
– Provides a CLOUD-BASED IDE.
– Has a RICH feature set.
– Supports OTHER JavaScript frameworks!
 Components:
– Are stored as METADATA.
– Are available in commercial AppExchange libraries.
 Salesforce1 is built using Lightning Components.
What is the Lightning Component Framework?
Build applications by
assembling
components created
by you and other
developers.
Application
Component 2
Component 3
Component
4Component 5

 Collaborative Forecast
 Sales Path
 Exchange Sync
 Duplicate Management
 Salesforce for Outlook
What are the Enhancements to the Sales Cloud?

Forecast adjustments make forecasting more flexible by allowing users to make
changes to forecast rollup amounts. Sales managers can save time by adjusting
the rolled-up forecast number instead of each individual forecast number for every rep.
What are the Enhancements to Collaborative Forecasts?
Manager can now
adjust own total
forecast rather than
allocating adjustments
to subordinates. This
feature also extends
to sales reps to adjust
own forecast.

 Lets all forecast users adjust their own forecasts with flexible
forecast adjustments.
 Reps now have the power to make adjustments to their own
forecasts without changing the underlying opportunity value.
 Sales managers can save time by adjusting the rolled-up
forecast number instead of each individual forecast number
for every rep.
 Flexibility to adjust forecasts based on specific situations.
 Administrators can allow all forecast users, including both sales
reps and managers, to adjust their own forecast amounts.
What are the Enhancements to Collaborative Forecasts? (cont.)

With the Spring ’15 release,
Sales Path streamlines the
sales process by keeping reps
focused on what they need to
do to push their deals forward.
Visualize stages in the sales
process and surface key fields
and relevant content based on the
stage of the deal.
What are the Enhancements to Sales Path?
NOTE: Only available in Salesforce1.

At the beginning of the sales
process, there can be a lot of
information to capture, which
can be overwhelming for reps!
Sales Path makes it easy for
reps to capture the right
information at the right time by
surfacing key fields based on
the deal stage.
Sales reps have a lot of
resources out there, but it can
be hard to provide them with
the right tools at the right time.
Sales Path helps reps focus on
what they need to do at each
stage. Provide best practices,
links to chatter groups & files,
and other relevant resources to
help them succeed in moving
the deal forward.
Onboarding new sales reps can
be challenging. They need to
learn the ins & outs of the sales
process, when to advance the
stage, what fields to populate &
when, and need help finding
the right sales materials.
Sales Path accelerates the
onboarding process by helping
reps visualize where they are in
the sales process and surfacing
key fields and relevant sales
content based on the
opportunity stage.
Capture key deal info at
every stage
Relevant content when
you need it
Quickly onboard
new reps
What are the Enhancements to Sales Path? (cont.)

Sales Path Set Up for Admins
New node in
Set Up
Enable Sales
Path for the org
Create a new
Sales Path

Select an
Opportunity
Record Type
Activate Sales
Path on Finish
Using Sales Path Step 1: Sales Path Name & Record Type

Admin can add Rich
Text,* such as best
practices, things to
consider, links to files
or groups
Opportunity Stages
for the selected
Record Type are
automatically added
Admin can add
Opportunity Fields*
that should appear for
that stage
NOTE*: You can select up to 5 fields and 1000 characters of text (including markup) per stage.
Using Sales Path, Step 2: Add Fields & Rich Text

That’s it! Sales Path will now
automatically appear on the
Opportunity Page Layout in
Salesforce1.
Using Sales Path, Step 3: Finish

Visualize the
sales process
Surface key
fields per
stage
Rich text for
guidance
Select “Mark Stage
as Complete” to
advance the stage
Sales Path in Salesforce1

Add up to 5 fields
that should appear
when the rep is in
that stage
Quickly edit key fields
without editing full
Opportunity
Sales Path in Salesforce1–Edit Fields

Add up to 5 fields that
should appear when
the rep is in that
stage
Peek ahead to see
relevant fields and
guidance for future
stages
Select “Mark as
Current Stage” to
update the stage
Sales Path in Salesforce1–Peek Ahead

Select the
Closed Stage
Sales Path in Salesforce1–Close Opportunity

Keep the contacts and events
in your users’ Exchange-
based email systems in sync
with contacts and events in
Salesforce, without requiring
your users to install and
maintain software on their
workstations.
What are the Enhancements to Exchange Sync?

How it works: Server-to-Server
What are the Enhancements to Exchange Sync? (cont.)

Feature overview: Server-
based sync engine benefits
 Server-to-Server sync — runs
in the background, always
working
 Any device — Windows, Mac,
iOS, Android
 Easy on IT — nothing to install,
central management

Exchange Sync
Configurations:
Set up sync directions,
behaviors, and filters
for different user
populations.

Exchange Sync Status
Admin Setup allows
overview of org-wide
and user-specific
sync status.

 Sales Manager wants a record in Salesforce of Sales
Reps’ customer meetings (events)
 Meeting Scheduler wants to set up events in Salesforce
and have them appear in Sales Reps’ Outlook
 Sales Rep needs customer contact info available outside
of Salesforce
 IT Professional needs to enable a sync technology for a
diverse set of devices and OSs
Sample Use Cases

 Duplicate Warning & Blocking has been a top request on
the Idea Exchange for many years now. Gartner says the
#1 reason for failed CRM implementations is bad data. CRM
customers expect a warning or blocking of duplicate creation,
based on matching logic that they can configure. This can
increase efficiency for your teams, improve overall data
quality, and improve accuracy in forecasting.
 Duplicate & Matching Rules: Administrators can configure
matching rules for what constitutes a duplicate and duplicate
rules for what Salesforce.com should do when a duplicate is
found; these options include blocking, alerting, and reporting.
 Duplicate Alerts: End users in sales, marketing, and
operations will be alerted if they are creating a duplicate,
whether working in the traditional Salesforce desktop UI or
in Salesforce1. Matching records are presented to the user
so they can work with an existing record instead of creating
a duplicate.
What are the Enhancements to Duplicate Management?

Does your sales operations
team sometimes feel they’ve
got a second full-time job
managing data quality?
With the duplicate insertion
problem under control, sales
operations can spend less time
on data stewardship and more
time on their real jobs.
Does it frustrate your sales
team to have to hunt through
CRM to make sure a record
doesn’t already exist before
creating a new one? Do they
even bother?
Duplicate alerts save time by
notifying your users of existing
records when and where
they’re creating new ones.
You’re doing business with one
company but you wouldn’t
know it because your team is
logging opportunities to
duplicate accounts all over
your CRM.
Sales management can have
greater confidence in forecasts
knowing there aren’t two or
three of every account or
contact appearing in their
reports.
Better Data Quality
Greater Forecast
Accuracy
Increased Efficiency
What are the Enhancements to Duplicate Management? (cont.)

Cross-object duplicate rules

Support for custom objects

Match rules support picklists

Field mapping

Summary: Improvements in GA (since the beta)
Theme Enhancements
Cross-object
duplicate rules
 Can now create duplicate rules that compare records of different object types
(lead to contact, lead to account, …)
 Duplicates are highlighted in desktop and S1 mobile user interface
Custom objects  Improved standard match rules are now available in all beta orgs
 Custom rules now include fuzzy matching options
 Match rules now support lookup fields (i.e., “company name” on contacts)
 Improved performance for batch processing
Field mapping  Duplicate report action flags records as dupes when they’re inserted
 Duplicate record sets store groups of duplicates in Salesforce
 Available to UI, API, and custom report types via user profiles
Lead convert  All rule setup is now consolidated in one place, under Data.com Administration
 Help and training content available throughout the application
 Error logging for failed match requests is now available in setup

Recurring
Salesforce tasks
now sync to
Outlook.
Recurring tasks
updated in Outlook
don’t sync back to
Salesforce.
The side panel now
matches addresses from
Outlook email recipients
on all email fields from
Salesforce contacts and
leads—even custom
email fields.
Sales users are more
likely to find Salesforce
records related to
people included
on Outlook emails.
Admins can now
indicate whether
emails added
to person accounts
are done so as
contacts or
accounts.
Helps admins
preserve business
logic by ensuring
emails added to
Salesforce records
occur the way
admins expect.
Sync Recurring
Tasks
Contacts and
Leads in the Side
Panel
Add emails to
person
accounts
What are the Enhancements to Salesforce for Outlook?
When enabled, sales
users can add an email
to multiple accounts,
opportunities, cases,
or custom objects.
In Salesforce, the email
is saved in as many
tasks as there are
associations.
Add emails to
multiple records
that accept tasks

Sync recurring Salesforce tasks to Outlook.
What are the Enhancements to Salesforce for Outlook? (cont.)
Here’s a daily recurring
task series in the
Salesforce list view
showing tasks due
this month.

Sync recurring Salesforce tasks to Outlook.
Here’s the same recurring
task in Outlook, in the view
showing tasks due today
and tomorrow.
We don’t support adding
Outlook recurring tasks
to Salesforce records.

Find more contacts and leads in the side panel.
Here are the email addresses for
Steve. The side panel displays
contact details regardless of
whether the contact sends an
email from their corporate or
personal email address.

Add emails to person accounts.
What are the enhancements to Salesforce for Outlook? (cont.)
According to settings in the Outlook configuration, adding an
Outlook email to a Person Account is done as either:
 An account, appearing in the Salesforce task’s Related To field.
 A contact, appearing in the Salesforce task’s Name field.
The task fields for
Related To and Name.

Add emails to multiple Salesforce records that accept tasks (besides contacts).
We create one task for
each association in
Salesforce.
Add an Outlook email to multiple
accounts using the side panel.

Productivity
Use the Salesforce App for
Outlook to view Salesforce
records related to an email.
Easily create new Contacts in
Salesforce without leaving
Outlook.
Reach
Available wherever modern
Outlook apps work:
- OWA in browsers
(Chrome, IE11, Firefox,
Safari)
- OWA on Windows (*) /
iOS / Android mobile
devices
- Outlook 2013 (Windows)
- Outlook for Mac (*)
(*) Summer ’15, subject to
Safe Harbor.
No Software
Exchange 2013 server
admins get the app from the
MS Office store, with no
software to install or upgrade.
Configured in Exchange 2013
(on-prem or hosted) and
administered in Salesforce to
become available to all sales
users.
Salesforce App for Outlook - Open Beta in Spring ‘15

Key Capabilities
Automatically displays
Salesforce records related to an
email including:
- People i.e. Salesforce Users,
Contacts, and Leads
- Accounts
- Opportunities
- Cases
See records about contacts
included in the email, such as
Accounts, Opportunities, Cases
One-click launch
from an email
Create new contact
when not already
found in Salesforce

Release Type Edition(s) License Requires Add-on
(e.g. Sales Console)
IdeaExchange
Spring ‘15 Open Beta EE, UE, PxE
Sales Cloud,
Salesforce
Platform
No
Summer ‘15 GA PE, EE, UE, PxE
Sales Cloud,
Salesforce
Platform
No
Editions and Availability

Additional Resources
 Google Search: Salesforce for Outlook Release Notes
 Google Search: Salesforce for Outlook System Requirements
 Success Community Group: Official: Salesforce for Outlook
 Quick Start guide: bit.ly/SFOqs (case-sensitive)

Salesforce Spring 15 release overview deck

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