Highlights of Winter '15 Release

Highlights of Winter ‘15

Marc Baizman Customer Success Director Salesforce.com Foundation

@mbaizman

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Safe Harbor Statement

Thank you. THANK Y U

OOH SHINY!

www.salesforce.com/customer-resources/releases/winter15/

“The Official Release Notes”

§ When are you getting Winter ‘15? § General Enhancements § Mobile Enhancements § Sales Cloud § Service Cloud § Force.com § Resources

Agenda

When are you Getting Winter ’15?

YOU ALREADY HAVE IT!

HIGH FIVE!

General Enhancements

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 information

What are the General Enhancements to Salesforce?

Mobile Enhancements

•  Provides on-the-go access to your Salesforce org! •  Admin roll-out guide available here: http://www.salesforce.com/salesforce1/rolloutguide/?d=70130000000lxSvAAI&internal=true

About the 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.

What are the General Enhancements to Salesforce1 Mobile App?

Global search icon from feed (before clicking)

Global search after clicking

icon

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.

What are the General Enhancements to Salesforce1 Mobile App? (cont.)

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.

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.

What are the Productivity Enhancements to Salesforce1?

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.

With a tap, easily filter a list view to find just the records you need when you’re on the go

§  DEMO


Filter any listview

Add Filters to reduce the scope of your list.

Create contacts from device address book with 1 tap

What are the Enhancements to Contacts?

New Contact created on

Submit

Default address book

fields are mapped Supports

Search

Native address book

screen

Native permissions first time only

New import button

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

What are the Productivity Enhancements to Salesforce1?(cont.)

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.

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.

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.

What are the Sales Feature Enhancements to Salesforce1? (cont.)

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

What are the Sales Feature Enhancements to Salesforce1? (cont.)

Show the list of

recent calls

Can log the call quickly

NOTE: This feature is only available with Android at this time

Salesforce Chatter Enhancements

Unlisted Groups provide a secure and confidential way of collaborating with other Chatter users.

What are the Enhancements to Groups?

Unlisted Group Type Even files

shared only with Unlisted Groups

are secure

Unlisted Groups in

Salesforce1

NOTE: Only users who are invited to the Unlisted Group can see and access the group

Create new Unlisted Groups via publisher, you can even create

with customers.

To enable unlisted groups, go to Setup | Customize | Chatter | Settings:

NOTE: Apex and Visualforce code CAN access these groups so you may need to update your code to respect the new “unlisted” option.

New to Winter ‘15, forward emails with attachments to Chatter Groups and post directly to the feed.

What are the Enhancements to Groups? (cont.)

First Attachment:

Shows on post

Post by Email: Email address for

this Group

Additional Attachments:

Added as comments

To enable email attachment posting to groups, go to Setup | Customize | Chatter | Settings:

Communities Enhancements

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.

What are the Enhancements to Communities? (cont.)

Color Palette for customers to use as

a starting point

Colors are adjusted here

Images

Switch between the new Community Designer and

the previous Site.com interface

Customers will always see a live preview of the

site as they are customizing it.

Switch between Phone, Tablet, and

Desktop views

Switch between the main website, login

pages, and error pages

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 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.

Kokua Koa Napili

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 you to have Service Cloud Knowledge enabled for your 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 §  Knowledge Base (public or authenticated) §  Cases (Web2Case or Authenticated Cases) §  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)


Featured Topics on the Home page allow for admins to

highlight important topics for users to navigate to

Users can search for Questions & Articles. They

can also ask Questions and create cases from this

component

Users can post a question or create a case from these

buttons on the bottom

Trending Articles Component allows users to see which

articles are being viewed the most recently

Users required to log in to ask or respond to

questions

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

Sales Cloud Enhancements

We’re excited to introduce Data.com Duplicate Management (Limited Pilot). 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.

What is Duplicate Management?

‘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


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

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.

What are the Enhancements to Salesforce for Outlook?

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

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.

What are the Enhancements to Salesforce for Outlook? (cont.)

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.

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…

Service Cloud Enhancements

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!

What are the Enhancements to Service Communities? (cont.)

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

Force.com Customization Enhancements

Salesforce1 Setup Page: A new page at the top of the Setup tree that’s a one-stop shop for Salesforce1 settings

What are the Enhancements to Setup? (cont.)

Prominent, easy to find location

Logically grouped settings with

explanatory tool tips

Salesforce1 Quick Start Wizard: A simple drag-and-drop wizard that walks you through some essential customization steps for Salesforce1.

What are the Enhancements to Setup? (cont.)

5 straightforward, illustrated steps

Resources for You

•  Salesforce Foundation Power of Us HUB http://powerofus.force.com •  Salesforce Foundation Website: www.salesforcefoundation.org/help •  Winter ‘15 Release Notes:

www.salesforce.com/customer-resources/releases/winter15/ •  Release Notes Spotlight (new for Winter 15)

http://releasenotes.docs.salesforce.com/en-us/winter15/release-notes/rn_spotlight.htm

•  *new* Trailhead Salesforce Developer training: https://developer.salesforce.com/trailhead

Highlights of Winter '15 Release

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