Salesforce Winter 15 Release Overview

Winter ’15 Release
Overview Deck

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Agenda
 Winter ‘15 Release Milestones
 Release Types
 General Enhancements
 Mobile
 Communities
 Sales Cloud
 Data.com
 Service Cloud
 Analytics
 Chatter
 Site.com
 Force.com Customization
 Force.com Development
 ISV Enhancements

Winter ‘15 Release Milestones
Website &
Community
Release Update
8/28
August September October
Staggered Release (R1)
Friday, 10/3
(NA6, NA7, NA8, NA9, NA17)
Pre-Release
Available Externally,
Thursday, 8/21
Friday, 9/19
(NA1)
Sandbox Available
Saturday, 9/6
(CS5, SR1, SR2)
Sandbox Available Friday, 9/5
(CS3, CS4, CS7, CS9, CS11,
CS12, CS13, CS14, CS15,
CS17, CS20, CS21, CS30)
Preview Docs Available
8/21
Friday, 10/17
(EU0, EU1, EU2, EU3, NA0, NA2, NA3,
NA4, NA5, NA10, NA11, NA12, NA13,
NA14, NA15, NA16, NA19, NA20, NA21)
& Saturday, 10/18
(AP0, AP1, CS1, CS2, CS6, CS8, CS10,
CS16, CS18, CS19, CS22, CS24, CS32)
ROD Available
Friday, 8/22
(see below note)
Release Training
Dates TBD

Definitions of Release Types
Pilot: New feature or function available
by invitation-only to a limited set of
customers. The purpose is to gather
feedback and data on product
functionality, scalability, performance and
usability, which will influence the direction,
continued development, or roll out of the
feature.
GA: Marketable feature set ready for all
customer production use and all
functional, quality and performance
requirements are complete.
Beta: Minimum customer feature set
made available to a set of customers on
an opt-in basis, to gain early adoption and
minor feedback on product that the team
will be making minor, known
enhancements to in order for product to
meet marketable feature set. Must go GA
within two releases.
Developer Preview: Provide early testing
opportunities to Developer Edition orgs on
upcoming developer technologies. The
purpose is to solicit feedback for features
that are not ready for a production
release (Pilot, Beta, or GA). The
Developer Preview is not backwards
compatible.

What are the General Enhancements to Salesforce?
More Streamlined Look for the Rich Text Editor
 The Rich Text Editor, also known as the HTML Editor, that’s available in most
rich text area fields has been enhanced
– A new look
– Better performance
– Bug fixes
– Improved styling for pasted data
– Improved handling for pasted images
– Increased compatibility with newer browsers
 The updated editor is also available in rich text area custom fields on records and
more.
 The rich text editor lets users quickly and easily format text in rich text fields and
in tools such as the Knowledge article editor, questions in Chatter Answers, and
the Case Feed Email action.
 The updated rich text editor has the same features and functionality it did
previously.
 Microsoft® Internet Explorer® 6 and 7 continue to use the previous version of the
editor for all rich text area fields for compatibility reasons.

What are the Enhancements to Salesforce1 Mobile App?
 General Salesforce1 Enhancements
 Feed Enhancements
 Productivity Enhancements
 Sales Feature Enhancements
 Analytics Enhancements

What are the General Enhancements to Salesforce1 Mobile App?
To make it easier for users to search for
information without having to switch
away from their work to the navigation
menu, the global search box is now
accessible directly from the header.
Global search icon from
feed (before clicking)
Global search
after clicking
icon

What are the General Enhancements to Salesforce1 Mobile App? (cont.)
Salesforce1 now helps users quickly find and access all
records they have permission to view without having to
finish typing the keywords for the search.
As the user types,
the list of listviews
and MRU records
are filtered down to
those whose name
matches the search
term.
After at least three (3)
characters are in the
search term, the Quick
Results are
supplemented with more
records (not recently
accessed by the user)
whose names match the
search term. User is
also presented with the
option to issue a full
search on the search
term (to find records
where the search term
matches any of the
searchable fields).
User taps on search
input, and starts
typing in a search
term.

Provide users an easy way to take action within Salesforce1.
The Action Bar puts all relevant actions in one place and
adjusts the order based on the Record, List, or Feed that the
user is viewing.
Access to
relevant actions
depending on
what you are
viewing and have
permission to do.

What are the Productivity Enhancements to Salesforce1?
We’ve added more actions to the action bar than were present in
the action tray previously, and created new action icons. Depending
on where a user is in Salesforce1, they may see some or all of these
kinds of actions in the action bar.
New Task
actions
available
for making
quick
updates to
Tasks.
Tapping
“…”
exposes all
available
actions.
Swipe a task left
to reveal quick
actions. No need
to navigate to
the Task record.

Make mobile users more efficient by giving Salesforce1 users
access to contextual actions for records in a list. Call a contact,
Log a Call, or take any other action relevant to that record with
row actions.
Take action
without leaving a
list by swiping on
the record.

What are the Enhancements to Contacts?
Create contacts from device address book with 1 tap
New Contact
created on
Submit
Default
address book
fields are
Supports mapped
Search
Native
address book
screen
Native
permissions
first time only
New import
button

Approvals app in left nav: Provide the Salesforce1 user one place to see
all their pending approvals. Selecting an individual approval from the list
takes the user to the detail screen where they can Approve/Reject.
New
Approvals
app on Left
Nav
Tapping brings you to
a list of approvals
awaiting response

With a tap, easily filter a list view to find just the records you need when you’re on the go
Filter any
listview
Add Filters to reduce the
scope of your list.

Easily identify Twitter followers you and your contacts have in common
New list of
People in
Common
New
Show
More
button
Tap icon
to view
feed

Customized Account News on Today (Pilot)
Articles are
displayed in a
browser
New Account News
Card. News is based on
meeting participant’s
accounts
More button
displays up to 10
articles
Clicking the
abstract will take
users directly to
the article

What are the Productivity Enhancements to Salesforce1?(cont.)
Now the New Task page displays key task fields first, wherever you create a task in Salesforce1: in a task, on a
record, or on a feed.
Customers may
customize the fields in
‘MORE’ by customizing
the layout of the Task
publisher action.
New Task form
emphasizes
most important
fields to make
capturing Tasks
easier.

What are the Sales Feature Enhancements to Salesforce1?
Create an Add Products action and add it to the Publisher on the Opportunity detail page
Add Product to
Opportunity on
desktop
Admin can create
“Add Product”
Action and add to
Opportunity Page
Layout
Add Product to
Opportunity on
Salesforce1
CUSTOMER IDEA: Allow Products / Pricebooks to be displayed in the
Salesforce1 app was submitted by a customer via the Idea Exchange.

What are the Sales Feature Enhancements to Salesforce1? (cont.)
View pictures of Opportunity Team members and quickly access their profiles to initiate a phone call or email

Salesforce1 Lead Convert (Beta). The Salesforce1 Lead Convert feature is a beta feature
available to all Sales Cloud CRM customers.
Existing Lead New Contact
Create New
Opportunity
(not required)
Select
Convert
Action
Define
Record
Owner Select
Existing
Account
Choose
Converted
Status
NOTE: By enabling this feature in the ‘Lead Settings’, users will have the opportunity
to convert leads to contacts within the Salesforce1 experience

Your sales reps no longer need to fiddle with
all the fields in a task record when they’re
simply trying to log a call. The Log a Call
action available on leads, contacts, and
accounts now displays only key fields.
Log Call form
emphasizes
most important
fields to make
logging calls
easier.
Customers may
customize the fields in
‘MORE’ by customizing
the layout of the Log a
Call publisher action.

Call History matches recent calls to
Contacts for easy call logging and/or
contact creation
Show the
list of
recent calls
Can log the
call quickly
NOTE: This feature is only available with Android at this time

What are the Enhancements to Analytics?
Drill to Report Enhancements to provide better usability on drill to report features
Tap on chart to
view report
(Available since
Summer ‘14)
View up to 2000 report rows.
Floating Header to maintain
context while scrolling
through report rows

What are the Enhancements to Analytics? (cont.)
Filter report by
tapping on Chart
sections
View applied filter
by tapping on the
Filter Icon. Clear/
Remove filters from
here.

Truncated
content has
middle ellipsis
like MacOS for
better
readability Tap on truncated
content to view
entire content or
navigate to record
Tap on truncated
content to view
entire content

Share Dashboard Components on Chatter to collaborate and make decisions with data in context
Tap on Share
icon to open up
Sharing options
@mention user
or group and add
a comment
Post dashboard
snapshot to the
feed

Add a comment,
@mention user
or group
Feed post
showing
dashboard
preview
Tap into feed
post to go to
dashboard

Salesforce1 Enhancements Summary
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
Lead Convert Beta P GE, PE, PxE, UE,
EE, DE
n/a
Add Products Publisher
Action
GA P PE, EE, UE, PxE, DE n/a
S1 Opportunity Team
Card
GA P EE, UE, PxE, DE
n/a
Notes Pilot P UE, EE, DE n/a
In-Line Editing GA P P UE, EE, DE n/a
Salesforce1 Drill to
Report Enhancements
GA P EE, PxE, UE, DE,
Database.com
n/a
Chatter Sharing GA P EE, PxE, UE, DE,
Database.com
n/a
Offline Mode GA P EE, PxE, UE, DE,
Database.com
n/a

Salesforce Chatter
Enhancements

What are the Enhancements to Salesforce Chatter?
 Files Enhancements
 Chatter Groups Enhancements
 Chatter Feeds Enhancements
 Other Chatter Enhancements

What are the Enhancements to Files?
If an administrator enables federated search for a data source like SharePoint, users
can conveniently search its content for external files along with Salesforce data.
Browse for content in
external repositories
Search for content in
external repositories
using global search
NOTE: Supported content repositories: SharePoint
2010, SharePoint 2013, SharePoint online.

What are the Enhancements to Files? (cont.)
Post external documents in any Chatter feed as a file reference.

The File and Content Links report helps customers determine what files have been shared externally via
links and how many of these links exist. The report also tracks the view count for each link so it’s easy to
determine engagement for each externally shared file.
See view counts
for each link
This report is grouped
under File and Content
Reports
Each File can have multiple
links. All will be tracked

 Run a Report about Publicly-Shared Links to Files
– Run a new standard report from the Reports tab in Salesforce to learn
which files users are sharing using content deliveries or Share via link.
Use the report to show where and how users are sharing files in your
organization.
 Users Have More Options in the File Sharing Settings Menu
– See Content Deliveries in the Sharing Settings Menu
• The Sharing Settings menu now shows content deliveries, in addition
to shares with people, groups, publicly available links, records in
Salesforce, and content libraries. Users can easily manage access to
the file directly from the Sharing Settings menu for each type of share.
– Know Who Can Access Files with Improved Sharing Descriptions
• If User Sharing is set to private in your organization, the sharing
settings menu better describes who the file is shared with, so users
don’t accidentally share files more widely than they intended.

What are the Enhancements to Groups?
Unlisted Groups provide a secure and confidential
way of collaborating with other Chatter users.
Unlisted
Group Type Even files
shared only with
Unlisted Groups
are secure
Unlisted
Groups in
Salesforce1
Create new Unlisted
Groups via publisher,
you can even create
with customers.
NOTE: Only users who are invited to the Unlisted
Group can see and access the group

What are the Enhancements to Groups? (cont.)
New to Winter ‘15, forward emails with attachments
to Chatter Groups and post directly to the feed.
First
Attachment:
Shows on post
Post by Email:
Email address for
this Group
Additional
Attachments:
Added as
comments

What are the Enhancements to Chatter Feeds? (cont.)
Add Action Links to Posts (Pilot)
 Use action links to integrate Salesforce and third-party systems into the feed.
An action link is a URL on a post that links to an API, a Web page, or a file.
 Enabling users to work in the feed is the most powerful way to ensure that
they adopt and engage in Chatter.
Work in the
Feed: Kate
can approve
her purchase
orders right
in the Feed
User-specific:
Ken can see
both “Order”
and
“Download”
Action Links Public vs.
Private:
Jessica
cannot see
“Order” as it
is private to
Ken

What are the Other Enhancements to Chatter? (cont.)
 The Salesforce Today
Recommendation will be added to the
main Chatter feed, which will educate
users on Salesforce Today (the user can
enable Today directly from the feed post).
 Chatter Group Recommendations will
be brought directly into the feed for users
in both the internal org and communities.
Today
promo in
the feed
Enable Today or
download the
mobile app
Recommended
public groups to
users in the feed
Join groups
straight from the
feed also in
Communities

What are the Other Enhancements to Chatter? (cont.)
 Redesigned Email Notifications
– Email Notifications for Private Messages feature a new mobile friendly layout and
support branding to Community and Organization themes.
 Mobile User Context Switching from Emails
– Clicking links in Chatter email notifications and digests on mobile devices launch
the context-appropriate application, organization, and community.
 Use CORS (Cross-Origin Resource Sharing) to Access Chatter REST API
– CORS is a W3C recommendation that enables Web browsers to request
resources from origins other than their own (cross-origin requests). For example,
using CORS, a JavaScript script at https://www.example.com could request a
resource from https://www.salesforce.com.
– Connect REST endpoints can now be used to embed Salesforce functionality
such as Chatter and Communities in other domains.

Salesforce Chatter Enhancements Summary
Feature
Release
Type
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
Files Connect GA P PE, EE, PxE,
UE
 Salesforce
 Chatter Only
 Salesforce Platform
 Salesforce Platform Light
 Salesforce Platform One
 Force.com - One App
 Force.com App Subscription
 Partner App Subscription
 Identity
 Work.com only
 Ideas Only
 Siteforce Only
 Knowledge Only
Unlisted Groups GA P
CM, GE, PE,
EE, PxE, UE,
DE
Any license with Chatter
Email to Groups
Attachments
GA P P P All n/a
Chatter for Sharepoint GA P EE, UE, DE n/a
User Sharing for Files GA P
CM, GE, PE,
EE, PXE, UE,
DE
n/a

Salesforce 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 enable this
feature.
Salesforce Edition
Salesforce
License
Content Delivery API and
other enhancements
GA P CM, GE, PE, EE, PXE,
UE, DE
n/a
Sharing Report GA P CM, GE, PE, EE, PXE,
UE, DE
n/a
Today Promo GA P Personal, GE, PE, PxE,
UE, DE, Database.com
Standard user
Group Recs GA P Personal, GE, PE, PxE,
UE, DE
All users,
including
community
users
CORS Support GA P Personal, GE, PE, PxE,
UE, DE
For a full list of Salesforce Chatter features and
enhancements, please see the release notes.

What are the Enhancements to Communities
 Analytics Enhancements
 Moderation Enhancements
 New Reporting Options
 Navigation and Featured Topics
 Community Designer (Beta)
 Community Templates

What are the Enhancements to Communities?
Analytics: If you’ve mapped dashboards to a community, you see the Analytics
menu, and under it, the links to each mapped dashboard. Previously, the
dashboards were accessed from the drop-down list on the Overview page.
Easy setup of analytics
dashboards for the
community
Enhanced
navigation
New home
page with quick
links
NOTE: The Community Engagement Console is now called Community Management,
also referred to as the Community Management page in Help & Training, to more
accurately represent the wide array of management features it provides access to

What are the Enhancements to Communities? (cont.)
One-click
refresh button
Metrics to track
adoption and
engagement
New summary
reports in all
dashboards
Dashboards added to
the Communities
Analytics package

The Moderation section contains the Flagged Posts feed,
which shows all the posts and comments that were flagged
as inappropriate by community members.
Easy moderation to
flagged posts and
comments
Moderators can quickly
take actions on flagged
items

Enable Reporting Options for External Users. Allow external users
with Partner Community or Customer Community Plus licenses that
have the “Run Reports” permission, to view and modify report options
so that they can summarize and filter reports.
Enable report options
from setup
Report options
are now visible in
Community

With Communities Reputation Enhancements, configure
reputation points for questions and answers in the feed,
customize reputation levels, and view feed notifications for
reputation level increases.
Community
managers can
upload new icons
by clicking here
New Q&A and
Best Answer
events added
Notification of
level-up in the
feed

Topics help you structure a community to quickly guide members to
the information that matters most. As a community manager, you
choose navigational topics to provide a consistent map of your
site, and featured topics to highlight current, popular conversations.
Create navigational
topics from the
Community
Management
Ability to rename
topics from here
Ability to upload and
assign an image to the
topic
Ability to re-order the
navigation menu by
topic
Create featured topics

Enabling nickname display in your community allows more
privacy and protects member identities. This is especially
helpful in a public community where unregistered visitors can
access member profiles.
Nickname displayed
prominently in profile
view of new templates
Users are referred
to by their
nicknames

Now customers can create custom Visualforce pages for
login, logout, and self-registration for their communities.
Customers can specify the URL of
the custom login page to use
the custom logout page to use
the custom registration page to use
Located in
Community
setup overlay

Custom service not available pages: Customers
can create custom Visualforce pages for times
when the service they are providing is not available
Customers can use a
custom Service Not
Available page

Community Designer (Beta): Branding Editor
Site.com studio is transforming into the Community Designer. The Branding Editor is the first step in modernizing
and improving the entire Site.com.
Switch between the new
Community Designer and
the previous Site.com
interface
Color Palette for
customers to use as
a starting point
Colors are adjusted
here
Images
Switch between
Phone, Tablet, and
Desktop views
Switch between the
main website, login
pages, and error
pages
Customers will always
see a live preview of the
site as they are
customizing it.
Over 20 available fonts

Community Designer (Beta): Template Wizard
Customers are able to choose one of several templates to build their site from.
When no page created, users are
given the choice to choose a
Community Template
There are 3
templates for
Self-Service
sites and 1
Template for an
Identity Site
Users still have
the ability to use
the Site.com
Studio without
Templates
Hovering over a
template will
give you details
of the template
and what use-cases
it enables

Community Templates: Self-Service Templates
Customers can use these templates to build self-service support websites. These are available in the
new Community Designer (Beta)
Kokua Koa Napili
Kokua & Koa enables Knowledge Articles, Cases, and Web2Case
Customers give us a Data Category Group to use and we will
automatically build this responsive website for them.
Napili enables Chatter Questions, Knowledge Articles,
Cases, and Web2Case
Built for users to engage with other community members,
this is the next generation Chatter Answers for public self-service
communities

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

Community Templates: Kokua & Koa
Kokua and Koa are specific for customers that want to build
a site for:
 Knowledge Base (public or authenticated)
 Cases (Web2Case or Authenticated Cases)
 Case Deflection
Both of these templates require customers to have Service
Cloud Knowledge enabled for their org.
The structure of the site is built out of a Data Category
Group. Specify for us what your Data Category Group is
and these templates will automatically build out the site for
you.
Users are also able to log into the template and view cases
(along with case comments) the user has access to.
Kokua
Koa

Community Templates: Kokua & Koa (Profile Page)
A user who has logged
in can see a list of
cases that he/she has
access to.
The admin has to
specify which List View
to use (and likely
configure sharing
rules), and we will
display that List View in
this profile page.

Community Templates: Napili
The Napili template allows community users to engage with
other users to ask and answer questions.
 Chatter Questions
 Case Deflection
Napili only requires Chatter to work. Knowledge is optional.
The structure of the site is built using Navigational Topics,
which are set up in Community Management.
Napili

Community Templates: Napili (Home Page)
Users can search for
Questions & Articles. They
can also ask Questions and
create cases from this
component
Featured Topics on the Home
page allow for admins to
highlight important topics for
users to navigate to
Users can post a question or
create a case from these
buttons on the bottom
Users required
to log in to ask
or respond to
questions
Trending Articles Component
allows users to see which
articles are being viewed the
most recently
Navigational Topics allow a user
to navigate through the site on
topics selected by the admin
Can be configured for
Web2Case or require
Authentication

Community Templates: Napili (Search / Publish Experience)
As a user types in text into the
search box, we show the user
articles that may answer
his/her question in real time
Clicking on the
“Search” button will
direct a user to a
search results page
Users can choose between
Articles or Discussions to
view in the dropdown
deflection
To ask a question (or
create a case), user
will be asked to
authenticate

Community Templates: Napili (Topic Page)
Users can view questions that
other people have asked and
can answer these questions
Filtering and Sorting
the Questions
Users are able to switch between seeing
Discussions (conversations between
community users) and Knowledge Articles
(optional)

Community Templates: Napili (User Profile Page)
Users are able to see a list of
cases with the My Cases
Component
As an Admin, you have to
specify what List View you
want us to use and you will
want to set up the proper
security / visibility controls
Users are also
able to view and
edit their profile
details and view
their community
reputation

Community Templates: Knowledge Articles (All Templates)
Users can browse to
Knowledge Base articles to see
if this answers their questions

Community Templates: Authenticated Cases or Web2Case (All 3 Templates)
Allow your users to
submit cases for your
agents to answer.
Works with either
Web2Case or
Authenticated Cases
Admins who set up this
component must tell us
the Global Action they
wish to use for the Guest
User and what Global
Action to use for the
Authenticated User (can
be the same or different)
(File Attachments only
work for the
authenticated user right
now)
After the user types in a
Subject and/or a
Description, we refine
the articles on the right
side for case deflection.
Hopefully they will find a
solution to their issue
without submitting the
case!

Community Templates: Case Detail Page (All Templates)
Highlights about
the submitted
case
Users can
interact with
agents by writing
text here and
attaching files
User can see
complete history
of case
comments
between him/her
and the agent
Users can close
the case if their
issue is resolved
already
Case Details
Case Attachments

Communities Enhancements Summary
Feature Release Type
Automatically
visible to all users.
No setup required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
REFERENCE: For a full list of Communities features
and enhancements, please see the Release Notes.
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Community Management GA P EE, UE, DE,
Performance
Communities
Licenses
Reputation Engine GA P EE, UE, DE,
Performance
Communities
Licenses
Navigational and
Featured Topics
GA P EE, UE, DE,
Performance
Communities
Licenses
Nickname GA P EE, UE, DE,
Performance
Communities
Licenses
Custom Login / Logout /
Self-reg pages
GA P EE, UE, DE,
Performance
Communities
Licenses
Custom Service Not
Available pages
GA P EE, UE, DE,
Performance
Communities
Licenses
Community Designer Beta P EE, UE, DE,
Performance
Communities
Licenses
Community Templates GA P EE, UE, DE,
Performance
Communities
Licenses
(Knowledge
Optional)

What are the Enhancements to the Sales Cloud?
 Territory Management Enhancements
 Lead Enhancements
 Activities Enhancements
 Opportunities Enhancements
 Collaborative Forecasting Enhancements
 Salesforce for Outlook
 Additional Sales Cloud Enhancements
 Duplicate Management (Beta)
 Work.com Enhancements

What are the Enhancements to Territory Management?
Clone a Territory Model to Test Out Different Structures and Scenarios
Cloning lets you copy a territory model (with all associated objects and manual
assignments) so you can safely explore alternative modeling options.
“Deep” clone
a territory
Guidance message
appears before
cloning takes place

What are the Enhancements to Territory Management? (cont.)
You can now define an assignment rule once and use it in
multiple Territories. If you start from a territory record, you can
also apply the rule to the territory’s descendants.

Assign and View Territories Directly from an Account.
Sometimes it makes sense to assign or view territories
directly from a specific account. The Territories related list
on the Account record lets you do just that.

New with Winter ’15, you can identify territory users by territory role. Territory roles help assigned
users identify colleagues, collaborators, and other key resources to help close deals.
Quick info without
drill down to Users
Assigned page

Run Territory Rules Directly from the Territory Hierarchy. We’ve
added a Run Rules option for each territory in the hierarchy.
Now you can run rules for individual territories without leaving
the context of the hierarchy.
Quick action without
drill down to territory
record
CUSTOMER IDEA: Run Rules was submitted
by a customer via the Idea Exchange.

Apex Triggers are Available on the Territory and User
Territory Association Objects. Use them to automate
actions related to record changes on those objects.

What are the Enhancements to Activities?
 Add custom lookup fields on Activities (Beta)
 Users Can Control Their Own Task Notifications
 Other Changes in Activities
– Labels Have Been Changed in User Settings
– The Interaction Flow for Private Events Has Been Changed
– Resources Are Now Released When Events Are Soft-Deleted

What are the Enhancements to Opportunities?
Add Products publisher action for Opportunities.
Create an Add Products action and add it to the
Publisher on the Opportunity detail page.
Admin can create
“Add Product”
Action and add to
Opportunity Page
Layout
Add Product to
Opportunity on
desktop
Add Product to
Opportunity on
Salesforce1
CUSTOMER IDEA: Allow Products / Pricebooks to be displayed in the
Salesforce1 app was submitted by a customer via the Idea Exchange.

What are the Enhancements to Opportunities? (cont.)
Salesforce1 Opportunity Team Card. View pictures
of Opportunity Team members and quickly access
their profiles to initiate a phone call or email

Customizable Opportunity Split Multi-Line Editor. Add
custom Opportunity Split fields to the Multi-Line Editor so
user can view/add/edit information quickly.
Add custom
fields to the
the Multi-Line
Editor
Custom fields
STOP: Not supported in Internet
Explorer versions 7 & 8.

Custom Field Splits in Enterprise Edition. In Summer ‘14
Custom Field Splits was generally available for Unlimited &
Performance Edition. In Winter ’15 this feature is now available
for Enterprise Edition customers. Users can view each
split in a tab
You can add custom
split types like ACV in
this example

What are the Enhancements to Forecasting? (cont.)
Sales managers can track revenue from sales team members who help close opportunities, but are
not directly responsible for them using Overlay Splits Forecasts (Generally Available)
Overlay Forecast
view
Split % and
Forecasted Amount
based on
Opportunity Split

Give your sales teams added flexibility for predicting revenue.
Let them forecast on custom opportunity currency fields
that matter to your organization.
View Quotas View the Custom Field
Forecast
CUSTOMER IDEA: Custom Field Forecasts was submitted
by a customer via the Idea Exchange with over 2000 votes!
The Forecasted Amount = the
Amount on Opportunity Split.
It is the basis for the Forecast
Summary above.

Add notes to Forecast Adjustments. Forecast
managers can now add a brief note along with
each adjustment they make to forecast amounts.

What is Duplicate Management?
We’re excited to introduce Data.com Duplicate Management
(Beta). Now you can control whether and when you allow users
to create duplicate records inside Salesforce; customize the logic
that’s used to identify duplicates; and create reports on the
duplicates you do allow users to save.
‘Duplicate Rules’ appears in setup
for Beta customers
Provided by Data.com, but no
Data.com license is required
Available to customers with
professional edition and above
Administrator defines behavior when
duplicates are added to
Salesforce.com: block, alert or report
New!

What is Duplicate Management? (cont.)
End user experience on desktop - block

End user experience on desktop - alert

Report Action
For report action: no change to
the user experience;
save is allowed
Duplicates are flagged in a new
Salesforce.com object called
‘Duplicate Record Set’
 available to API, custom
reports and list views
 user profiles control access

Duplicate Alerts in Salesforce1
Select
Contacts,
Leads or
Accounts
Create
new or
duplicate
Or create a
new record
from MDP
Enter
Contact
info and
save
Duplicate
list window
pops open
Easily hide
duplicates
Modify data and
save again or
select from
duplicate list

Other S1 improvements. Additional Enhancements
for Dupe Alerts in S1 (new since Summer ‘14 pilot)
Dupe alerts now work in iOs
when creating from + menu
Duplicates now found on
field exit (pre-submit)
Dupe alerts now respect
duplicate rule conditions
Works in iOs
Filtered by
conditions
Admin must enable

Edit View
Admin configures
duplicate rules under
‘Duplicate
Management’ in setup
Selects desired
actions for create
and edit
Report
action new
in beta

List Views
Can arrange rules to
define the order
they’re evaluated in

View Page

Use matching rules to determine
how two records are compared
and identified as duplicates.
Currently, matching rules are only
available with accounts, contacts,
and leads.
New! Now supports
lookup fields and
fuzzy matching
Admins can configure
custom match rules with
exact match logic

Standard matching rules with fuzzy matching
 Prebuilt match rules available for
accounts, contacts and leads
 Will use fuzzy match logic on
name fields
New in Beta: all orgs can
access standard rules with
fuzzy matching

Conditional Criteria
 Criteria option available on duplicate rules
 If an evaluated record doesn’t meet criteria, it ignores the rule
 Conditions can be set on any fields on the selected object type
 Conditions can also be set on selected fields on the user object (current user)
 Conditions also support advanced filter logic
Define conditional criteria to
limit which records duplicate
rules apply to

Sharing Rule Preference
Admin specifies whether
duplicates are blocked
even if the user can’t view
the duplicate

What are the Enhancements to Salesforce for Outlook?
Side Panel users can do more with Outlook Tasks.
With the Side Panel on the Outlook Tasks view,
Salesforce records can be related to tasks directly
there, instead of from the Unresolved Items queue.
Search records. Click
on the desired results
icon to relate a
Salesforce record to
the task
The association will
then show in the Side
Panel

What are the Enhancements to Salesforce for Outlook? (cont.)
Let Users Select Specific Email Attachments to Add to Salesforce. Sales reps select the attachments they
want to save by clicking on the icon next to each one of them.
Select or dismiss
attachments

Allow users to select attachments in Outlook Configurations. With the Side Panel and Add Email preferences
on, all email attachments get automatically saved. By checking "Allow users to select attachments", admins give
users the ability to pick specific attachments only.
Note the new admin
preferences for managing
emails and attachments.

Setting up new users is easy. Now new Outlook configurations include
“Add Email” by default. We’ve also removed the need for new side panel
users to set up “My Email to Salesforce” to add Outlook emails and
attachments to Salesforce records.
 The changes mean that you can expect your users to experience this
default behavior when you set them up in new Outlook configurations:
– Users you’ve set up to use the side panel can add emails (including
all email attachments automatically), events, and tasks to Salesforce
records directly from the side panel, but users don’t need to take any
additional steps to use the feature.
– Users you haven’t set up to use the side panel can add emails
(including all email attachments automatically) to their Salesforce
records from the “Add Email to Salesforce” button in the Outlook
ribbon. However, these users are still required to set up “My Email to
Salesforce”.

Assign Your Users’ Outlook Sync Folders. In Outlook
Configurations, an admin can specify the Outlook folders where
contacts, calendar events, and tasks sync between Outlook and
Salesforce, so sales reps don’t have to.
Admins indicate
the Outlook folder
where contact data
syncs
And so on for
calendar
events and
tasks…

What are the Enhancements to Work.com?
Search & Smart Filters of Badges
Search on Badge Name or
Description (Desktop Version)
Search on
Badge Name or
Description on
Salesforce1
Smart Filters
on
Salesforce1
Filters:
Most Recent Badges, Badge
I’ve Created, Company
Badges, All Badges

What are the Enhancements to Work.com? (cont.)
Recognition features on Salesforce Platform
 Recognition on the Salesforce
Platform includes Creating /
Editing Badges, Uploading
Badge Image, Add/Editing
Givers, and Individual Badge
Limits.
 Profile Recognition tab and list
views
Create/Edit
badges using
Platform UI
Add custom
fields to detail
page/layout &
listviews

What are the Enhancements to Work.com? (cont.)
Auto Suggest Skills based on Topics
Endorsed topics will
be auto-suggested
as skills
Feature is behind a
permission under
Setup > Work.com
Settings

Sales Cloud Enhancements Summary
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
Deep Clone GA P EE, PxE, UE, DE Sales Cloud
Rule Sharing GA P EE, PxE, UE, DE Sales Cloud
Territory Assignment on
Account Record
GA P EE, PxE, UE, DE Sales Cloud
Trigger on Territory Objects GA P EE, PxE, UE, DE Sales Cloud
User Roles GA P EE, PxE, UE, DE Sales Cloud
Metadata API GA P EE, PxE, UE, DE Sales Cloud

Sales Cloud Enhancements Summary (cont.)
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
Add Products Publisher
Action
GA P PE, EE, UE, PxE, DE n/a
Salesforce1 Opportunity
Team Card
GA P EE, UE, PxE, DE n/a
Customizable Multi-Line
Editor for Opportunity Splits
GA P EE, UE, PxE, DE n/a
Custom Field Splits for
Enterprise Edition
GA P EE, UE, PxE, DE
n/a
Custom Field Forecasts GA P PxE, UE, EE, DE n/a
Overlay Forecasts GA P PxE, UE, EE, DE n/a
Adjustment Note (TBD) GA P PxE, UE, EE, PE, DE n/a
Duplicate Rules Beta P PE, PxE, EE, UE, DE Sales Cloud

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
Matching Rules Beta P PE, PxE, EE, UE, DE Sales Cloud
Duplicate Alerts (desktop) Beta P PE, PxE, EE, UE, DE Sales Cloud
Duplicate Alerts
(Salesforce1)
Beta P PE, PxE, EE, UE, DE Sales Cloud
“Allow users to select
attachments” preference in
Outlook Configurations
GA P PE, EE, PxE, UE, DE Sales Cloud
Select attachments to save GA P CME, GE, PE, EE,
PxE, UE, DE
Sales Cloud
Associate tasks in Side
Panel
GA P CME, GE, PE, EE,
PxE, UE
Sales Cloud
Specify Outlook folders
where data syncs
GA P PE, EE, PxE, UE, DE Sales Cloud
Create Contact from address
book import
GA P Personal, GE, PE,
PxE, UE, DE,
Twitter People in Common GA P Personal, GE, PE,
PxE, UE, DE

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
Dedupe during Contact
Create
Beta P Personal, GE, PE,
PxE, UE, DE
Internationalization
Localization
GA P PE, EE, PxE/UE, DE Work.com*
Badge Filter & Smart Search
in Salesforce1
GA P PE, EE, PxE, UE, DE
Orgs with
Chatter
enabled
Recognition on Platform GA P PE, EE, PxE, UE, DE Work.com*
Skills Feature Enhancements Beta P PE, EE, PxE, UE, DE Work.com*
*PxE includes Work.com user feature licenses

What are the Enhancements to Service Cloud?
 Case Management Enhancements
 Email-to-Case Enhancements
 Salesforce Console Enhancements
 Service Community Enhancements
 Community Templates for Self-Service
 Knowledge Enhancements
 Social Customer Service Enhancements

What are the Enhancements to Case Management?
With compact feed enabled, support agents working
in the Salesforce console can see much more
information about cases with less scrolling, making it
easier to get the full history of a case and resolve
customers’ issues more quickly.
Collapsed
Feed Click to expand and
collapse the feed
Expanded
Feed

What are the Enhancements to Case Management? (cont.)
This feature is enabled
at a Page Layout level
Setting up and enabling Compact Case Feed

Case Feed Files Component Now Supports Drag-and-Drop.
Support agents can drag and drop files onto the Case Feed files
component to quickly and easily add them as case attachments.
NOTE: The Case Files widget now support drag and drop for
the Desktop and Service Cloud Console apps.

You can now include cc’ed email addresses on Email-to-
Case auto-response messages Use this option to make
sure that the auto-response reaches everyone the customer
wants to include on the email thread for their issue.
New location for:
Email Templates
Rich Text Mode/Text Mode
Email Attachments
Upgraded Rich
Text Editor with
new style
In-line user lookup for
email publisher

Re-Styled case experts and case files
NOTE: Both the Case Files and Case Experts widgets can
now be added to Service Cloud Console sidebars.

What are the Enhancements to Service Console? (cont.)
Users now have greater flexibility for viewing
details about items in the related list
component—a component added to a record
that lists items that are related to that record.
By hovering, users get the information that
they need without having to look for it
elsewhere.

What are the Enhancements to Service Console? (cont.)
Users can now use inline editing to change field values in
the Lookup component. With inline editing, users can
manage information more efficiently.

What are the Enhancements to Service Communities?
Ask Questions in the Chatter Feed with Chatter Questions
 Extend the best possible self-service community with a site that promotes community
engagement internally and externally with questions in Chatter.
 Chatter Questions allows users to ask questions in their Chatter feed, in groups, and in records.
Members in your users' groups and communities can answer questions in Chatter just like
commenting on a post in Chatter. The person who asked the question or the question's
moderator can select a best answer—which is prominently displayed in the feed—allowing other
users to quickly and easily find the best response to their question.
 Your users can organize their information with the question title and details about their question.
They can ask the question to their followers, to a group, or to a specific person, as they can with
other Chatter feed items.

What are the Enhancements to Service Communities? (cont.)
Add a Question to Chatter Publisher
Question publisher is native in Chatter: Once
added, customers can ask question directly from
the Chatter Publisher. Chatter Questions will
appear directly in the feed
Add Question publisher to
Chatter and Chatter Groups
Publisher Layouts*
NOTE: Group publisher actions can appear in a different order than in the
main Chatter feed. Put the Question publisher in the first position in
groups to help users get answers fast, and avoid posting duplicates!

Select a Best Answer
Moderators and
question authors can
select the best answer
to a question
Best answers are
displayed at the top
of the feed, and are
quickly and easily
visible, even when
there are many
answers and the feed
is folded

Questions in Salesforce One
View
Questions in
Salesforce
One
Best Answers
are surfaced
below each
question in the
main feed, so
they’re easily
visible
See the user
who selected the
Best Answer
Select,
Remove, and
View Best
Answers in
Salesforce One
Ask
Questions in
Salesforce
One

Question Deflection (Beta) allows users to view
Similar Questions while asking a Question.
View Similar
Question
Details: See this
question’s best
answer, “Like,”
Bookmark, or
comment on it
Deflection:
Users are
shown
similar
questions as
they ask
their own
See in a glance if the
similar questions
have a best answer,
and how many
comments each has
received

Article Deflection (Beta) allows users to view
Related Articles while asking a Question
Quickly View
Related
Article’s
details
Article Deflection: Users are
shown related Articles as they ask a
Enable or
Disable Article
Deflection in
Setup
Question

What are the Enhancements to Community Templates for Self-Service?
Community Templates: Self-Service Templates
Customers can use these templates to build self-service support websites. These are available in the
new Community Designer (Beta)
Kokua Koa Napili
Kokua & Koa enables Knowledge Articles, Cases, and Web2Case
Customers give us a Data Category Group to use and we will
automatically build this responsive website for them.
Napili enables Chatter Questions, Knowledge Articles,
Cases, and Web2Case
Built for users to engage with other community members,
this is the next generation Chatter Answers for public self-service
communities

(cont.)
Community Templates: Mobile Optimized
All Community Templates are built to be responsive so that they look great on any device

(cont.)
Community Templates: Kokua & Koa
Kokua and Koa are specific for customers that want to build
a site for:
 Case Deflection
Both of these templates require customers to have Service
Cloud Knowledge enabled for their org.
The structure of the site is built out of a Data Category
Group. Specify for us what your Data Category Group is
and these templates will automatically build out the site for
you.
Users are also able to log into the template and view cases
(along with case comments) the user has access to.
Kokua
Koa

(cont.)
Community Templates: Kokua & Koa (Profile Page)
A user who has logged
in can see a list of
cases that he/she has
access to.
The admin has to
specify which List View
to use (and likely
configure sharing
rules), and we will
display that List View in
this profile page.

(cont.)
Community Templates: Napili
The Napili template allows community users to engage with
other users to ask and answer questions.
 Chatter Questions
 Case Deflection
Napili only requires Chatter to work. Knowledge is optional.
The structure of the site is built using Navigational Topics,
which are set up in Community Management.
Napili

What are the Enhancements to Community Templates for Self-
Service?(cont.)
Community Templates: Napili (Home Page)
Users can search for
Questions & Articles. They
can also ask Questions and
create cases from this
component
Featured Topics on the Home
page allow for admins to
highlight important topics for
users to navigate to
Users can post a question or
create a case from these
buttons on the bottom
Users required
to log in to ask
or respond to
questions
Trending Articles Component
allows users to see which
articles are being viewed the
most recently
Navigational Topics allow a user
to navigate through the site on
topics selected by the admin
Can be configured for
Web2Case or require
Authentication

Service?(cont.)
Community Templates: Napili (Search / Publish Experience)
As a user types in text into the
search box, we show the user
articles that may answer
his/her question in real time
Clicking on the
“Search” button will
direct a user to a
search results page
Users can choose between
Articles or Discussions to
view in the dropdown
deflection
To ask a question (or
create a case), user
will be asked to
authenticate

Service?(cont.)
Community Templates: Napili (Topic Page)
Users can view questions that
other people have asked and
can answer these questions
Filtering and Sorting
the Questions
Users are able to switch between seeing
Discussions (conversations between
community users) and Knowledge Articles
(optional)

Service?(cont.)
Community Templates: Napili (User Profile Page)
Users are able to see a list of
cases with the My Cases
Component
As an Admin, you have to
specify what List View you
want us to use and you will
want to set up the proper
security / visibility controls
Users are also
able to view and
edit their profile
details and view
their community
reputation

(cont.)
Community Templates: Knowledge Articles (All Templates)
Users can browse to
Knowledge Base articles to see
if this answers their questions

Service?(cont.)
Community Templates: Authenticated Cases or Web2Case (All 3 Templates)
Allow your users to
submit cases for your
agents to answer.
Works with either
Web2Case or
Authenticated Cases
Admins who set up this
component must tell us
the Global Action they
wish to use for the Guest
User and what Global
Action to use for the
Authenticated User (can
be the same or different)
(File Attachments only
work for the
authenticated user right
now)
After the user types in a
Subject and/or a
Description, we refine
the articles on the right
side for case deflection.
Hopefully they will find a
solution to their issue
without submitting the
case!

Service?(cont.)
Community Templates: Case Detail Page (All Templates)
Highlights about
the submitted
case
Users can
interact with
agents by writing
text here and
attaching files
User can see
complete history
of case
comments
between him/her
and the agent
Users can close
the case if their
issue is resolved
already
Case Details
Case Attachments

What are the Enhancements to Knowledge?
We’ve unveiled a major search engine upgrade, bringing you faster,
smarter search with results that are more relevant. If you have enabled
Salesforce Knowledge, you can take advantage of capabilities such as
promoted search terms, searches that use the AND operator by default, and
additional synonym features to enhance the search experience for your
agents and customers.
“Snippet”
relevant text
from article
Matching search terms
“Bolded” to provide
context on search result
match

What are the Enhancements to Knowledge? (cont.)
Smartly determine the default Knowledge Base Search Operator
Results with AND query,
supplemented by results
of an OR query as well.
Results with
default AND
operator only

The Knowledge Base Search Analytics Dashboard
will allow admins a greater insight into how their
Knowledge Base is performing. It will allow them to
actively monitor their user’s search usage and queries
and determine if they need to update/add to their
content in the system, and also add/update their
Promoted Search Terms.
Knowledge
Base Search
Analytics
Report

With Promoted Search Terms (Setup) specify article(s) to
show at the top of the search results when specific search
terms are used in a Knowledge Search.
When viewing article detail in
article management, click New
Promoted Term to add terms to
add new Promoted Search Terms
to the article.
Edit or delete Promoted
Search terms here too

After adding the Promoted Search
Terms “Camaro” and “recall” to the
article “Camaro Recalls”, when you
search for either “Camaro” or
“recall”, the “Camaro Recalls” article
shows at the top of the search
results

With Email Publisher insert Article content into the body of an email for a case
In the Service Console
Knowledge1 Sidebar, a
user can insert article
content into an email for
the case.

Article inserted at top of
email thread or
wherever user left their
cursor.
Email icon shows
when article has
been emailed.

Setting up Send Article via Email Publisher
Enable this setting to
allow users to insert
articles into the body of
an email.

Setting up which articles go into the email
Select which
Channel. For now,
Email is the only
option but others
will come in later
releases.
Fields are mapped
in “Communication
Channel Mappings”
Choose which fields
from the article
should be inserted
into the email.

Service Cloud 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
Compact Case Feed GA P PxE, UE, EE, DE Service Cloud
Hovering GA P P UE, EE, DE n/a
In-Line Editing GA P P UE, EE, DE n/a
Snippets &
Highlighting for KB
Search
GA P
Personal, GE,
PE, PxE, UE, DE,
Database.com
Knowledge
Smartly determine
the default KB
Search Operator
GA P Personal, GE,
PE, PxE, UE, DE
Knowledge
Enhanced Article
Suggestions on the
Case Page
GA P Personal, GE,
PE, PxE, UE, DE
Knowledge
KB Search Analytics
Dashboard
GA P
Personal, GE,
PE, PxE, UE, DE,
Database.com
n/a
Next Generation
Search for KB
GA P Personal, GE,
PE, PxE, UE, DE
Knowledge

Service Cloud Enhancements Summary (cont.)
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
Promoted Search
Terms
GA P PE, PxE, UE, DE Knowledge
CK Editor Upgrade GA P PE, PxE, UE, DE Knowledge
Knowledge One
Reskin
GA P PE, PxE, UE, DE Knowledge
Chatter Questions GA P All editions with
Chatter
n/a
Enable Deflection Beta P All editions with
Chatter
n/a
Community
Templates for Self-
Service
GA P EE, UE, DE,
Performance
Communities
Licenses
(Knowledge
Optional)

Service Cloud 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
Enable Knowledge
Deflection
Beta P
All editions with
Chatter (enabled
with Chatter
Questions, if
Knowledge is
enabled)
n/a
Improved Social
Account
Authentication
GA P EE, UE, PxE Service Cloud
SCS setup defaults GA P EE, UE, PxE Service Cloud
For a full list of Service Cloud features and

Analytics Enhancements Summary
Feature
Release
Type
Automatically
visible to all users.
No setup required.
Automatically
visible to all
Admins. No
setup required.
For a full list of Analytics features and
Not automatically
visible. Feature
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Salesforce1 Drill to
Report Enhancements
GA P EE, PxE, UE, DE,
Database.com
n/a
Chatter Sharing GA P EE, PxE, UE, DE,
Database.com
n/a
Offline Mode GA P EE, PxE, UE, DE,
Database.com
n/a

What are the Enhancements to Data.com?
 Social profile match API: access more social handles or lookup contact information with handles
 DUNSRight match API: matching technology provided by Dun & Bradstreet for account records
 Simplified purchase API: lightweight API to make importing data easier
 Updateable D&BCompany object: manage your own D&B records
 Improved Search Experience: Non-obfuscated first, last names in Contact; and parent or Headquarters
DUNS numbers in Company
 Lookup accounts with parent DUNS number: prospecting the corporate hierarchy
 Improved DUNSRight Matching performance: Account Clean jobs using DUNSRight matching will have
much faster performance (see Use Case slide for important details on phased rollout)
 Tighter D&B Company Integration: When D&B deletes a company record, it is now reflected in Clean

Data.com Enhancements Summary
Feature
Release
Type
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
Data.com Product
Social Profile match engine GA
Corporate Clean
Premium Clean
DUNSRight match engine
GA
Corporate Clean
Premium Clean
Simplified purchase
GA
Corporate Prospector
Corporate Clean
Premium Prospector
Premium Clean
REFERENCE: For a full list of Data.com features
and enhancements, please see the release notes.

What are the Enhancements to Site.com?
 Add Flexibility to Your Page Templates with Custom Properties
– Site.com page templates let designers and site administrators save time by
defining the layout and functionality of site pages in a reusable template. And
with the introduction of custom properties, you can now achieve even greater
flexibility over how your templates are reused.
 Site.com Workbook Discontinued
– We’re discontinuing the Site.com Workbook in Winter ’15.

Site.com Enhancements Summary
Feature Release Type
required.
Automatically
visible to all
Admins. No
setup required.
Not automatically
visible. Feature
REFERENCE: For a full list of Site.com features and
enhancements, please see the Release Notes.
is available
but requires
some setup.
Contact
salesforce.com to
Salesforce Edition
Salesforce
License
Page Templates and
Custom Properties
GA P EE, PXE, UE, DE* n/a
*Available (with limitations) in Developer Edition

Force.com Customization
Enhancements

What are the Customization Enhancements to Force.com?
 Setup Enhancements
 Security and Identity Enhancements
 Custom Permission Enhancements
 Delegated Administration Enhancements
 Platform Connect Enhancements

What are the Enhancements to Setup?
 CRUD Access to Setup Entities: Compact Layouts and Record Types are a few of the entities added
 Metadata Catalogs: Unioned views of standard and custom schemata were introduced
Tooling API brings Subject API style access to metadata contracts

What are the Enhancements to Setup? (cont.)
Salesforce1 Setup Page: A new page at the top of the Setup
tree that’s a one-stop shop for Salesforce1 settings
Prominent, easy
to find location
Logically grouped
settings with
explanatory tool tips

What are the Enhancements to Setup? (cont.)
Salesforce1 Quick Start Wizard: A simple drag-and-drop wizard that
walks you through some essential customization steps for Salesforce1.
5 straightforward,
illustrated steps

What are the Enhancements to Security and Identity?
External Identity User License: External Identity is a new type of Salesforce license that provides a low cost
Identity and Access Management service for customers and partners. This license can be upgraded to Customer
Community or Partner Community licenses.
20x user
licenses
provisioned
License
count

What are the Enhancements to Security and Identity (cont)?
Template to Configure Identity Features for Community Users: Customers can declaratively create custom
login, logout, self-registration, and AppLauncher views through built-in templates instead of creating them in
Visualforce.

Add Custom Login, Logout, and Self-Registration Pages: Create custom login, logout, and self-registration
pages with your own company’s branding and associate them with your community
Custom self-registration
page
Custom
login &
logout

Profile-based password policies: Now you can customize the session timeout and password requirements per
profile, for finer control over the user experience than previous settings applied to the entire organization.
The settings for session
duration and password policies
at the profile level override the
settings at the organization
level.

What are the Enhancements to Security and Identity (cont.)?
Use the SOAP API and REST API resources to
retrieve event log files that contain information
useful for assessing organizational usage trends
and user behavior.
 API (REST and SOAP) Only
 New sObject = EventLogFile
 Download CSV, filtering by Event Type and by
LogDate
 Asynchronous File Creation (1 day lag)
 Store up to 30 days of log files before they are
removed
 Does NOT count towards org file storage
New EventLogFile
sObject in API

What are the Enhancements to Security and Identity? (cont.)
Integrates with
AppExchange partners

Build Your Own: Because event log files are
accessed through the Force.com SOAP API and
REST API, you can integrate log data with your
own back-end storage and data marts so that you
can correlate data from multiple organizations and
across disparate systems easily.

With Login Flows customers can enhance security, integrate with
3rd party two-factor authentication services, customize the login
user experience, and collect and edit user data during login
Create a login business
process using the visual
workflow designer
Associate a
Login Flow
with a profile
Invoke the Login
Flow during the login
process
1
2
3

Login with LinkedIn and Twitter allows users to
sign up and login with external identity.
Admins can assign the LinkedIn
and Twitter Auth. provider to the
my domain login page and/or
community login page
Add built-in support for
LinkedIn and Twitter
Auth. Providers

More Identity APIs provide API access to more
authentication and Identity services
 Two-Factor Authentication API – Allow to register and
validate two-factor auth clients
 ThirdParty Account Link API – Allow to manage your
social sign-on connections
 OAuth Connected App API – Allow to manage your
connected apps
 AuthConfiguration API – Allow to lookup the
authentication configuration for my domain and
communities
 NetworkAccess API - Allow to verify if your IP address in
the network or profile trusted range
 Metadata API – Allow to create OAuth Connected App
client_id and secrets

What are the Enhancements to Custom Permissions?
Declaratively define permission: It’s as easy as creating an object or field in setup
Declaratively Assign Custom
Permissions on Profiles and
Permission Sets
Declaratively define custom
permissions in Setup

What are the Enhancements to Custom Permissions? (cont.)
Create dependencies between custom permissions
Developers can optionally
specify another custom
permission that must be
assigned along for each
custom permission.
Administrators will be messaged
if they don’t also include the
required permission

Access checks: Use SOQL and the API to query the SetupEntityAccess
object to determine if a user has been assigned the custom permission.
Use $Permission global variable in formulas & validations to apply logic
based on custom permission assigned to a user.
Perform Access
Checks using SOQL
and the
SetupEntityAccess
sObject in the API
Find out who has a
permission
assigned using a
tool like Workbench

Use Custom Permission in a Validation Rule
Find out who has a
permission assigned using a
tool like Workbench
Create Validation Rules to
allow/prevent actions based on a
custom permission

Use Custom Permissions in a Connected App
Assign
Permissions to
Connected Apps
Return only those
permissions assigned to
the user through their
connected app using the
Identity Service

Sample Node.js app
demonstrating how
Connected Apps and
the Identity Service is
integrated with
Custom Permissions

What are the Enhancements to Delegated Administration?
Delegated Administrators Can Assign Permission Sets: Now you can specify permission sets that delegated
administrators can assign to users in specified roles and all subordinate roles. This way, you can delegate
permission set assignment tasks while maintaining strict control over which permission sets delegated
administrators can assign.
Add Assignable
Permission Sets to a
Delegated Administration
Group
CUSTOMER IDEA: Make Permission Sets Available to Delegated Admins was submitted by a customer via the Idea Exchange.

What are the Platform Connect Enhancements?
Platform Connect enables your users to view and search records that
are stored outside Salesforce, such as data in an enterprise resource
planning (ERP) system. Instead of copying the data into Salesforce, which
would be redundant and inefficient, use external objects to reference the
data and access the data in real time via Web service callouts.

What are the Platform Connect Enhancements? (cont.)
Example: Platform
Connect enables you to
set up a relationship
between the (parent)
customer object and the
(child) external object for
orders. Then you can set
up the page layouts for
the parent object to
include a related list that
displays child records.
Customer establish lookup
relationship to link account with
order from SAP NetWeaver
Gateway exposed via OData
protocol, Order display as related
item on Account Details page
Click on OrderID to
display further detailed
order line items retrieved
real-time from
customer’s SAP
NetWeaver Gateway
1
2

Force.com Customization Enhancements Summary
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
Salesforce1 Setup Page GA P UE, EE, DE,
Database.com
n/a
Salesforce1 Quick Start
Wizard
GA P UE, EE, DE,
Database.com
n/a
External Identity user
license GA P PxE, UE, EE, DE
External
Identity
Login and Identity
templates in Community
designer
GA P PxE, UE, EE, DE
External
Identity,
Customer &
Partner
communities
Custom login, logout,
self-registration VF
pages for communities
GA P PxE, UE, EE, DE
External
Identity,
Customer &
Partner
communities
Profile based session
settings and password
policies
PxE, UE, EE, DE All
REFERENCE: For a full list of Force.com features

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
Event Log Files GA P EE, UE, PxE DE n/a
Login Flows GA P EE, PxE, UE, DE, n/a
Twitter & LinkedIn Auth.
Providers
PxE, UE, DE
n/a
Identity APIs GA P Personal, GE, PE,
PxE, UE, DE
n/a
Custom Logout URL GA P Personal, GE, PE,
PxE, UE, DE
n/a
Custom Permissions GA P DE, CME, GE, PE,
EE, UE, and PxE
Full CRM
Delegated Admin GA P DE, EE, UE, and
PxE
Platform Connect (SKU) GA P EE, PxE, UE,
Platform
Connect
Platform Connect
(Limited)
GA P DE

Force.com Development
Enhancements

What are the Development Enhancements to Force.com?
 Force.com Canvas Enhancements

What are the Enhancements to Force.com Canvas?
Canvas Personal Apps: Now, your end users can discover
Canvas Apps and use them in your org without having to
have the administrator manage each individual user’s
access. This brings Canvas Apps up to Parity with
the rest of the Connected Apps framework.
Admins can
enable end users
to install Canvas
Personal Apps
Developers can
enable their
Canvas App to be
a Personal App
End Users can
discover apps and
then enter into the
approval flow
After approval, the app is
installed, an email notifies
users once installed, and
users can use the app

What are the Enhancements to Force.com Canvas? (cont.)
S1 sforce.one.* Library Support: You can now leverage the sforce.one.* javascript library from within your canvas
app, providing a more complete and seamless interaction with the Salesforce1 Platform.
Triggering the
event from the
canvas app will fire
the corresponding
sforce.one method
Events have the
namespace of “s1”
and the event name of
the method being
called (for instalce
navigateToSObject)
The payload in the event is
a JSON object of the
variable names an values
Canvas Apps can
trigger sforce.one.*
methods using
Canvas Eventing

Force.com Enhancements Summary
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
Canvas
P DE n/a n/a

What are the Enhancements to ISV?
 The License
Management App (LMA)
displays additional
information such as the
status, instance, and
expiration date of
customer organizations.
Partners can view all
relevant license
information in one place,
making it easier to
support customers.
 Partners can refresh all
customer licenses
directly from the
License Management
App (LMA).

ISV Enhancements Summary
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
LMA Enhancements GA P EE, UE n/a
REFERENCE: For a full list of ISV features and

Salesforce Winter 15 Release Overview

Salesforce Winter 15 Release Overview

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