SALES

CLOUD

NEW

FEATURES

Predictive Lead Scoring

•Tells each rep where their

valuable time will yield the

best results by taking lead

characteristics and historical

information from industries.

• Best opportunities can be

created everytime using

guesswork from Lead

nurturing

Salesforce Engage in

Lightning

• Lightning experience enables

sales reps to send and track

marketing emails to a prospect

list

• Engage reports help to access

rich data visualisation and

custom dashboards for key

metrics.

Kanban on Leads,

Campaigns & Contracts

• The Kanban ‘drag and drop’ approach is available to more

objects.

• Leads, campaigns and

contracts can be updated with

just one click.

• Totals roll up can be seen

automatically.

Lightning Voice

Calls can be dialled quickly

and received in lightning.

Lightning CPQ

Eliminates manual efforts ,

accelerates quoting process and

helps drive revenue .

SALES CLOUD- KEY FEATURES

Contacts to Multiple

accounts

Contacts can be linked to

multiple accounts to help sell

smarter.

Offline for Mobile

All business data can be

available anytime,

anywhere, Offline for

Salesforce1 mobile app.

Enhanced Charts in S1

Salesforce 1 can now display

beautiful charts in Lightning

experience and wave

analytics.

Quotes, Contracts &

Campaign Influence in

Lightning

All of the stages of company’s sales cycle can now be

managed in the Lightning

experience.

Custom left hand in

navigation

Now admins can enable

each group to focus excatly

on the records they need in

the order of importance.

SALES CLOUD- KEY FEATURES

NEW FEATURES

Lightning Open CTI

• Service Cloud, now has the

power of computer-telephony

integration (CTI) in Lightning.

• Connects to customers and

resolve issues faster with

Lightning Open CTI.

Personalized service

through Instagram

• Delivers a personalized

service experience on the

channels customers prefer

– including Instagram.

• The instagram account

can be connected directly

to Service Cloud to engage

directly with customers.

Field Service Lightning

for Communities

• Easily Tracks appointments

and work orders from the

community.

• Agents have instant access

to knowledge and service

levels inside field service

lightning.

Twitter Customer Feedback

and DM Prompts

• Service cloud integrates to

new Twitter customer service

features.

• DM prompts facilitates

transition from Public

communication to private

direct messages

Launch Pad

0ffers 3 out of the box setup

template to help run faster

on service cloud lightning

console,reports and

dashboards.

SERVICE CLOUD- KEY FEATURES

SOS for Android

• Allows companies to

embed a help button in any

mobile app.

• Provides instant live-in-app

guidance.

Work Order for Field

Service

• While creating a support

case, service staff such as call

centre agents have a complete

view of the lifecycle of a

product or asset.

• Work order tasks can be

created quickly and gets

automatically routed to field

technicians.

Desk 360

One can now view

customer service

information by case,

company, or customer

giving all the context one

needs to provide amazing

customer experience.

Groups and Files in

Community Templates

• Groups and flies enhance

community templates

functionality.

• Quickly customize the

community experience with

new object support.

Multi-component Assets

• One can represent more

complex products and track

the age and status of asset

components.

• Hierarchy of complex assets

can be created to improve field

service support.

SERVICE CLOUD- KEY FEATURES

NEW FEATURES

Predictive Journeys

Marketers can fuse CRM

and Marketing data with

relevant and contextual

data such as web browsing

activity and email

engagement.

Mobile apps email

Emails can be sent directly

from Smartphone.

Email Studio

Mobile optimised templates-

Users can create beautiful

emails from many most

common layouts .

Content Builder

Provides new content

management capabilities

Intuitive User Interface helps

managing content, html

creation and sharing and

distributing content.

Lead Capture for Facebook

Lead adds-

Provides end to end solution for

lead automation from facebook

lead adds in secure and powerful

way.

MARKETING CLOUD- KEY FEATURES

Command Center

Delivers dashboards which

displays what customers are

saying about the brands ,

products and how an email

campaign is performing in

terms of open rates, clicks

etc.

Data Stream for

Marketing

Cloud Connector- Its easier for

marketers to build digital

marketing campaigns and

journeys without the help of

Technical support.

Journey Builder in

Lightning-

It is easier to build 1:1

Customer Journeys.

Instagram adds

management

Marketers can advertise to

upto 4 million highly engaged

mobile users with strong

visual content.

MARKETING CLOUD- KEY FEATURES

Workbenches for Social

Studio

It helps to drill easily into social

data and gain new insights

NEW FEATURES

COMMUNITY

CLOUD

Pre Moderation and

Moderation Controls

• Allows companies, moderators

to protect their company's brand.

• Moderators can review and

approve member generated

content and freeze members

when they display spammers

like behaviour

Profile based page

visibility

Companies can

customize access and

the user experience for

different groups of users

with the help of profile

driven access to the

community

Improved Contact

Feed-

Community Q&A can be

easily scanned and filtered

by view count and

popularity.

Themes in Lightning

Communities

• Now one can create and

apply a custom community

theme to match the look and

feel of his/her brand.

• Look and feel of the

community can be

customized with ease.

Lightning Partner

Communities

Can be launched to give

partners the tools they

need to sell faster with

Community Templates.

COMMUNITY CLOUD- KEY FEATURES

Lightning Bolt

Lightning Bolt

solution can be

leveraged to

launch a new

community

Chatter in Community

Templates

Chatter Lightning Component

for the community templates

makes it quick and easy to add

a full chatter collaboration to a

community.

Lightning Dashboards

in Community

Management

Community Metrics can

be viewed and analysed

with Community

Dashboards.

Page Manager in

Community Builder

Customizing and managing

community pages is as

easier as ever with a new

page manager in the

community builder

Rich Feed in Community

Templates

• Feed can be customised by

adding rich text and content

• Users can personalize and

communicate dearly in thir post.

COMMUNITY CLOUD- KEY FEATURES

NEW FEATURES IN

LIGHTNING

New Lightning Navigation

Now one can get a new

Navigation menu for Lightning

Experience with Winter’ 17 and

it’s back to being across the top.

Lightning Base

Components

Getting Buttons, Input Fields,

spinners and more

Lightning Actions

Launching Components

from an action

Dressing up Data

with New Charts

in Lightning

Experience

• New charts have been

added to lightning

experience: funnel,

scatter, combo, and

cumulative line charts.

• Table charts now show

totals in Lightning

Experience dashboards

Creating a Calendar

from Anything in

Salesforce

• One an create a calendar

from a standard or custom

object by choosing a date

field representing data they

want to track.

• The calendar displays

data in that field as calendar

items.

SALESFORCE LIGHTNING KEY FEATURES

Customizing Home for

Different User Profiles

• Now one can create custom

Home page for different user

profiles.

• Useful components can be

displayed and organised

• Different pages can be

assigned to different types of

users.

Add Products with

Schedules and Quotes

to Opportunities in

Lightning Experience

• Add products with revenue

or quantity schedules to

opportunities anywhere, any

time.

• Sales reps can create and

edit quotes and quote line

items, add quotes to

opportunities, and save

quotes as PDFs.

Business visualisation

with Account Logos

(Beta)

• Logos can be added to the

account which would be seen on

the Account records.

• Logos show up automatically,

when available, on US-based

accounts. If one uses Social

Accounts, logos that reps added

manually from social networks

may be replaced with a fresher,

more up-to-date logo.

Debugging Lightning

Components with the

Salesforce Lightning

Inspector

The Salesforce Lightning

Inspector is a Google Chrome

DevTools extension that helps

debug Lightning components

and profile component

performance.

Lightning Branding

Adding application specific

logos and colours.

SALESFORCE LIGHTNING KEY FEATURES

NEW FEATURES - DEVELOPMENT

Custom Metadata Types

• Relationship fields for

custom metadata types are

fully supported

• Custom picklist fields on

custom metadata types are

now fully supported

•One can now update existing

records of a custom metadata

type using the custom

metadata loader.

Introducing Base

Lightning Components

Base Lightning components

are the building blocks that

make up the modern Lightning

Experience, Salesforce1, and

Lightning Communities user

interfaces

Creating a Consistent

Look with the Lightning

Design System

• The Lightning Design

System is now automatically

added to the Lightning Out

and Lightning Components

for Visualforce apps.

• Provides look and feel

consistent with the lightning

experience

Enabling Lightning

Components for the

Custom Actions

force:lightningQuickAction or

force:lightningQuickActionWitho

utHeader interface can be

added to a Lightning component

to enable it to be used as a

custom action in Lightning

Experience or Salesforce1.

Increased Cross

Namespace limits

• Previously, the limit during a

single transaction was 10.

• There’s now no limit on the number of certified namespaces

that can be invoked in a single

transaction.

KEY FEATURES IN DEVELOPMENT

Suppressing Null

Values When Serializing

Apex Objects

• The current implementation

of the Apex serialize method

returns null values when

serializing Apex objects into

JSON.

• suppressApexObjectNulls

can be set to true to suppress

them when serializing Apex

objects into JSON.

Adding Visualforce

Pages to the Lightning

Experience Navigation

Menu

• Lightning Experience

navigation menu can be

customized by adding

Visualforce tabs.

• This capability already exists

in Salesforce Classic and the

Salesforce1 mobile app. Now

you can do it in Lightning

Experience.

KEY FEATURES IN DEVELOPMENT

Testing WSDL-Based

Asynchronous Callouts

• Previously, one could test

synchronous WSDL-based

callouts, or could test

asynchronous non-WSDL-

based callouts.

• Testing asynchronous

callouts made from an

imported WSDL caused the

tests to fail with an internal

Salesforce error. This bug has

been fixed

Processes Can Execute

Actions on More Than

One Criteria

• After a process executes a

particular action, we can

choose where it should choose

or evaluate another action.

• Multiple action groups can

be executed in a single

process and it is easy to

manage all the processes for a

single object.

Save Time by Cloning

Sandboxes

• One can create a sandbox

by cloning an existing

sandbox rather than using

one’s production org as the source.

• Time can be saved by

populating any type of

sandbox with a previously

chosen set of data and

metadata.

OUR FAVOURITES

Marketing Cloud Commerce Cloud Service Cloud

Cool new products include

Predictive Scoring

Inputs like email, clicks,

conversion, negative inputs,

can be scored for customers.

Personalization can be

powered on the website with

predictive recommendation.

Social image insights –

Helps gain more insights into

what is happening with the

customers on social media.

Salesforce announced its

intent to acquire Krux, the

leading Data Management

Platform.

B2C Market’s largest Acquisition by Salesforce-

Demandware:

It created Commerce Cloud

Unifies Commercial

transactions and delivers rich

and engaging experiences

across all channels:

web,mobile,social and store.

With new marketing cloud

integration into service cloud

one has an opportunity to

make every service interaction

into a marketing interaction.

DREAMFORCE’2016 FAVOURITES

• The major announcement

at Dreamforce this year.

• It made the artificial

intelligence accessible to

everyone.

• Einstein’s intelligence could be embedded within

the business context,

automatically discovering

relevant insights, predicting

future behaviour, proactively

recommending best next

actions and even automating

tasks.

Einstein

DREAMFORCE’2016 FAVOURITES

Lightning

• It is a very exciting feature to

visualize how leads, contacts,

custom objects looks across

various stages of Sales cycle.

Lightning Voice

• Click to call helps connect to

customers automatically from

Sales cloud.

• Calls are logged for

reference.

• Better calendar experience.

• Faster Apps can be built

with with minimal code

leveraging the amazing

features of Lightning Design

System.

• Building Smarter Apps-

Embedding Intelligence into

apps using Salesforce

Einstein features.

• Building Apps Together with

the brand new Developer UX

which would ease the

development process for any

developer.

Development Higher Education &

Nonprofits

Strengthening the foundation

of HEDA- New Features :

• Contact based Addressing

• Course connections

• HEDA trailhead launched

Community Driven

Development – Unique

approach to innovation.

• Introduction of Non Profit

Success Pack to empower

nonprofits

• Tapping the new features of

NPSP like Engagement plans

and levels to keep the

constituents moving up the

ladder of engagement.

Selling faster with

Lightning-Kanban View

• Building Smarter Apps-

Embedding Intelligence into

apps using Salesforce

Einstein features.

• Selling Smarter with

Einstein: Predictive Lead

Scoring

• Salesforce IQ Inbox

Connects email, CRM, and

customer data. It eliminates

manual data entry and

increases sales collaboration.

Sales Cloud

ZEN4ORCE SERVICE OFFERINGS

jQuery

SALESFORCE CUSTOMIZATION

SALESFORCE AUTOMATION

ADVISORY SERVICES

INTEGRATED SOLUTIONS

Lightning

Bootstrap

Visualforce

Appexchange Communities

Service

Cloud

Sales Cloud

GitHub

Apex Web

Services

Visit www.zen4orce.com for further details about Zen4orce Services & Offerings.

Skillset

Get in Touch with us :

+16124545031

sales@zen4orce.com

www.zen4orce.com

REFERENCES

THANK YOU !!

• https://www.salesforce.com/uk/blog/2016/09/5-top-features-for-sales-cloud-winter-17-release.html

• https://releasenotes.docs.salesforce.com/en-us/search?query=Debugging&version=winter17

• https://developer.salesforce.com/releases/release/Spring+%2716

• http://www.salesforce.com/customer-resources/releases/summer16/#community

• http://www.slideshare.net/Salesforce/lightning-summer-16-release-preview

• http://blog.zen4orce.com/our-favourites-from-summer-16-salesforce-release/#more-190

• http://www.slideshare.net/JessicaKremer/spring16-release-preview