DF2UFL 2012: Spring '12 Release Features Speed Date

Spring ‘12 Release -
Features Speed Date!

Ingo Fochler
Sr. Support Account Specialist
Salesforce.com

Safe Harbor Statement

Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking
statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions
proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-
looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including
any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans
of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or
technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include - but are not limited to - risks associated with our new business model; our
past operating losses; possible fluctuations in our operating results and rate of growth; interruptions or delays in our Web hosting;
breach of our security measures; the immature market in which we operate; our relatively limited operating history; our ability to
expand, retain, and motivate our employees and manage our growth; risks associated with new releases of our service; and risks
associated with selling to larger enterprise customers. Further information on potential factors that could affect the financial results
of salesforce.com, inc. are included in our registration statement (on Form S-1) and in other filings with the Securities and
Exchange Commission. These documents are available on the SEC Filings section of this Web site.

Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and
may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon
features that are currently available.

Agenda

 The Ground Rules: Spring ‘12 Release Milestones and Release Types

 Meet the Hand-Picked Participants:
– Collaboration Cloud Enhancements
– Sales Cloud Enhancements
– Service Cloud Enhancements
– Analytics Enhancements
– Data.com Enhancements
– Force.com Enhancements

This presentation does not include all the new features of Spring‘12!!
Please review the release notes to review all the features…

Spring ‘12 Release Milestones

Release Training Available R2 – Staggered Release
Friday, Jan 20 Friday, Feb 10
Saturday, Feb 11

Release Preview Available
Thursday, Jan 5

Pre-Release Available R1 – Staggered Release
Externally Friday, Feb 3
Friday, Dec 16

December 2011 January 2012 February 2012

Sandbox Available
Saturday, Jan 21
(CS5, SR1, SR2)

Sandbox Available
Friday, Jan 20 (CS0, CS3,
CS4, CS7, CS9, CS11, CS12)

Definitions of Release Types

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.

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.

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.

Collaboration
Cloud Enhancements

What is Chatter Influence?

Chatter Influence:
 Measures who is driving collaboration with their Chatter contributions.
 Gives users a score based on posts, comments and likes received.
 Displays a hovering score on the profile.

What are the Enhancements to Chatter Recommendations?

Recommended based on popularity of the file, determined
by number of views and downloads.

Once you’re following someone, Chatter recommends you
follow others who also follow that person in common.

What to
Appears above recommendations and shows one
recommended action at a time. Complete or skip a
do next? recommended action to see the next one.

More relevant recommendations are made based on your
user information.

What are the Enhancements to Chatter REST API?

In the Chatter REST API we’ve:
 Extended the functionality for some
existing chatter features.
 Added support for new chatter
features. Likes on Comments
Files on Comments
Case Comment custom field item
Dashboards custom feed item
Bookmarking
Favorites
Rechat
Additional payload in group and
user detail
Photo version fields in payload
Organization and User settings
User Influence
Search on private messages

Additional Chatter Enhancements

 Coworker Invites now support up to 200 domains – up from 5
 Customer Invitations are free until Dreamforce 2012
− Customers can keep licenses they’ve used after Dreamforce 2012
 Send an invite link to your email distribution list right from Chatter Settings.
 Delete Chatter Messages via the SOAP API
 Criteria based feeds, e.g. ‘Open Leads’ view can be added to your favorites
list.
 Bookmark posts in your Chatter feed!
 Attach a file to a comment in Chatter.
 Share text, links, and video posts from users’ and public group feeds through
“Re-post.”
 YouTube videos now show and play inline, and display the title you submit
when publishing.

CUSTOMER IDEA: 200 Domains, Attach Files to Comments,
and Re-post were submitted by a customer via the Idea
Exchange.

Collaboration Cloud Enhancements Summary
Not
Automatically Automatically automatically Contact
Release visible to all visible to all visible. Feature salesforce.co Salesforce Salesforce
Feature
Type users. No Admins. No is available m to enable Edition License
setup required. setup required. but requires this feature.
some setup.

Smart Search GA P GE, PE, UE,
EE, DE
n/a

Co-worker CM, PE, GE,
Invitations to 200
Domains
GA P DE, UE, EU,
DE
n/a

Free Customer
Invitations
GA P CM, GE, PE,
EE, UE, DE
n/a

Chatter REST API GA P GE, PE, UE,
EE, DE
n/a

Chatter Influence GA P GE, PE, UE,
EE, DE
n/a

Chatter
Recommendations
Enhancements
GA P GE, PE, UE,
EE, DE
n/a

Chatter Bookmarks GA P CM, GE, PE,
EE, UE, DE
n/a

Re-Post GA P CM, GE, PE,
EE, UE, DE
n/a

REFERENCE: For a full list of Collaboration Cloud features and
enhancements, please see the release notes.

What are the Enhancements to Forecasts

In Spring ‘12 you can now do the following with Forecasts:
1. Select your own date range to display in forecasts.
2. Hover over a subordinates forecast detail and click Details to view their
forecast detail.

What are the Enhancements to Salesforce for Outlook

 Choose whether to sync items you mark as private.
 Create cases in Salesforce from emails in Outlook.
 Every unresolved email address on emails added with Salesforce for Outlook
will be appear in Unresolved Items as a separate row .
 Specify email domains to ignore (not associate) when adding emails with
Salesforce for Outlook.
 Due date will be the date when the email has been sent, not when it has been
added

+ =

What are the Enhancements to Social Accounts and Contacts?

Social Accounts and Contacts is now Generally Available!
 See social content about your customer directly within Salesforce.
– Facebook integration for Accounts
– YouTube integration for Accounts/Contacts/Leads/Person Accounts

Sales Cloud Enhancements Summary

Not automatically
Automatically Automatically Contact
visible. Feature
Release visible to visible to all salesforce.com Salesforce Salesforce
Feature is available
Type all users. No Admins. No to enable this Edition License
but requires
setup required. setup required. feature.
some setup.

Forecasts
Enhancements
and Updates
GA P PE, EE, UE,
DE
n/a

Sync Items marked
as Private
GA P CM, GE, PE,
EE, UE, DE
n/a

Create Cases from
Salesforce for
Outlook
GA P CM, GE, PE,
EE, UE, DE
n/a

Social Accounts
and Contacts
GA P *GE, PE, EE,
UE, DE
n/a

Salesforce CRM
Content
Enhancements
GA P CM, GE, PE,
EE, UE, DE
n/a

REFERENCE: For a full list of Sales Cloud features and

What is Chatter Answers?

 A pre-packaged Service Cloud portal application.
 Accessed publicly on your site and doesn’t require login.
 A blend of community answers (crowd sourced), corporate answers (KB
Articles), and case management (Agents) into a unique feed for customers.
 Merges the search of Q&A from the community with the search of public
Knowledge articles to streamline and increase questions and cases deflection.

Unresolved
Question

Knowledge
Base (KB)
Articles

Resolved
Questions

How will Chatter Answers be Used?

Support Reps can:
Customers can:
 Reply, sort, filter, remove and escalate customer questions
 from the Service Cloud Console. Q&A, KB articles, and
Post questions and quickly access
receive crowd sourced feedback. Remove or
 Respond privately or publicly to a customer depending on the escalate a
 informationreputation by providing responses and popular
Build their in the post. post.
answers.
 Moderate and take action on the quality of the posts added by
 customers. to ensure quality of comments and feedback.
Flag posts

Certify
as best
reply.
Reply
within the
console.

What is Live Agent?

 A way for you to communicate with customers via
your website, public knowledge base or Customer
Portal.
 A real-time, text-based chat channel that allows your
Match your
customers to contact your support agents instantly.
website’s
Custom Place chat
branding
branding buttons
in
your chatanywhere
Save chat window
transcript

Real time Buttons are
customer dynamic
service based on
agent
availability

OFF-CYCLE RELEASE: Live Agent will be released outside of
the regular release schedule. See the release blog for specific
dates.

What is Case Feed?

Important case
information stays at
the top of each page
in the highlights panel

Communicate with
customers, log calls,
write internal notes A list of case
and view case detail followers to see
from within the feed other agents who
are involved in
An Articles tool makes it resolving a
easy to search for and customer issue
Filter case
activities attach articles to a case
by type or email

Feed optimized for
case management
shows updates to a
case

What are Console Push Notifications?

 Visual indicators that show a record has changed
 Show the most up to date information
 Available on a variety of objects and fields on the service cloud console
 Available in pilot program

Yellow
when a
record
changes Blue if it’s
the last item
you viewed Bold and italic texts
indicates a field
specified by an
Administrator has
changed.

What are the Enhancements to Knowledge?
 Validation Status field on Salesforce Knowledge articles
– Select values to show whether the content is validated
– Show the state of an article in the publication lifecycle
 Capture and author articles from Cases
 Article versioning let’s you keep previous versions and see which version is
associated to a case
 Knowledge Actions let you publish articles automatically using approval
processes
 Spell Correction for Knowledge Search:
– Automatically searches for potential corrected spellings.
– Notifies the user if results for the corrected spelling are found.
 Enhanced HTML rich text editor
Search will automatically search on
alternate spellings and return results for
both original and corrected terms.
 Navigation shortcuts
 Draft icon to indicate an Article is being edited
Corrected terms that do not appear in
the org’s indexes and therefore do not
have matches will not be shown to the
user as spelling correction.

Service Cloud Enhancements Summary

Feature Release Automatically visible Automatically Not automatically Contact Salesforce Salesforce
Type to all users. No setup visible to all visible. Feature is salesforce.com to Edition License
required Admins. No setup available but requires enable this
required some setup. feature.

Chatter Answers GA P UE, EU,
DE
Chatter
Answers

Live Agent GA P EE, UE,
DE
Service
Cloud
GE, PE,
Case Feed GA P EE, UE,
DE
n/a

Console Push
Notifications
GA P EE, UE,
DE
Service
Cloud

Validation Status Field GA P EE, UE,
DE
Knowledge

Article Versioning GA P EE, UE,
DE
Knowledge

Knowledge Actions Pilot P EE, UE,
DE
Knowledge

Spell Check for Article
Search
Beta P EE, UE,
DE
Knowledge

Capture and Author
Articles from Cases
GA P EE, UE,
DE
Knowledge

Enhanced HTML Rich
Text Editor
GA P EE, UE,
DE
Knowledge

Navigation Shortcuts GA P EE, UE,
DE
Knowledge

Service Cloud Enhancements Summary (cont.)

Not automatically
Automatically Automatically Contact
visible. Feature
Release visible to all visible to all salesforce.com Salesforce Salesforce
Feature is available
Type users. No Admins. No to enable Edition License
but requires
setup required setup required. this feature.
some setup.

Sharing Service Cloud
Console Links
GA P EE, UE, DE
Service
Cloud

Custom Logos
for Service
Cloud Console
GA P EE, UE, DE
Service
Cloud

New Methods for
Console Integration
Toolkit
GA P EE, UE, DE
Service
Cloud

REFERENCE: For a full list of Service Cloud features and

What is an Analytics Edition?

Bucketing gives you on-the-fly segmentation and filtering
based on custom data groupings you create in your report
rather than the data model.

Cross filters help you perform sophisticated analysis and
exception reporting.

Joined reports let you create and run reports containing
data from different objects.

NOTE: Analytics Editions is only included in EE and UE.

Additional Information about Bucketing

With Bucketing:
 Quickly categorize report records without creating formulas or
custom fields.
 Define multiple categories (buckets) to group report values.
 Sort, filter, and group your report, just like any other field.
 Add up to five bucket fields per report, each with up to 20
buckets.

Additional Information about Cross Filters

With Cross Filters:
 Specify inclusion or exclusion of records using a WITH or
WITHOUT condition.
 Apply cross filters by themselves or in combination with
field filters.
– Filter logic only applies to field filters—not cross filters.
– Create up to three cross filters per report.
– Add up to five subfilters for each cross filter.

Additional Information about Joined Reports

With Joined Reports
 Easily view different types of activities and information in a
single report.
 Combine data from multiple standard or custom report types
– Add report types to a joinedAdd report they have relationships
report if
with the same object or objects.to
Type
bring in
 Add report blocks to your reports to create multiple views of
more data
your data.
Search Filter each
through result block
compatible separately
report types

Result view
shows result
from both
report types

CUSTOMER IDEA: Joined Reports was submitted by a customer
via the Idea Exchange.

What are the Enhancements to Dashboard Filters?

Spring ‘12 dashboard enhancements include:
 Three filters per dashboard – instead of one
 Filters for dynamic dashboards
 Post snapshots of filtered dashboards to Chatter
 Additional operators available on dashboard filters
– Between operator to filter on ranges of values (between + contains, less
than, etc.)

Additional Analytics Enhancements

 Customize your view of Dashboards and Reports in the Reports tab
 Delete Report and List Filters with Filter Logic
 Up to 20 field filters on a report – filters on dashboards count against this limit
 Drag-and-Drop Report Filters

Analytics Enhancements Summary
Automatically Not automatically
Automatically Contact
visible to visible. Feature
Release visible to salesforce.com Salesforce Salesforce
Feature all Admins. is available
Type all users. No to enable Edition License
No setup but requires
setup required. this feature.
required. some setup.

Bucketing GA P EE, EU
Analytics
Edition

Joined Reports GA P EE, UE
Analytics
Edition

Cross Filters GA P UE, EE
Analytics
Edition
Additional
Scheduled
Reporting
GA P PE, UE, EU
Analytics
Edition
Dashboard Filters
Enhancements
GA P PE, EE, UE,
DE
n/a

Customize
Your View
GA P PE, EE, UE,
EU, EE
n/a
Deleting Report
and List Filters
w/ Filter Logic
GA P PE, EE, UE n/a

Enhancements to
Dashboards
GA P GE, PE, EE,
UE, DE
n/a
Enhancements to
Dashboard
Component
GA P GE, PE, EE,
UE, DE
n/a
Snapshots
Increased Report
Filter Limits
GA P GE, PE, EE,
UE, DE
n/a

Drag-and-Drop
Report Filters
GA P GE, PE, EE,
UE, DE
n/a

REFERENCE: For a full list of Analytics features and enhancements,
please see the release notes.

What are the Enhancements to Data.com?

 Data.com now includes data from Dun & Bradstreet (D&B)
– Over 2.5million company records from Data.com include key data sourced
from D&B.
 Data.com Corporate licenses provide additional D&B account and lead data
beyond the basics.
 Purchase additional Data.com licenses right from the Data.com Licenses and
Limits page.

Overview comes from
D&B for thousands of
account records

Additional D&B
data visible to
users with
Corporate license

Data.com Enhancements Summary
Not
Release visible to all visible to all visible. Feature salesforce.com Salesforce Salesforce
Feature
Type users. No Admins. No Is available to enable this Edition License
setup required. setup required. But requires feature.
Some setup.

Data.com Corporate GA P CM, GE, PE,
EE, UE, DE
Data.com

Purchase Data.com
Licenses and record
additions from the
Licenses and Limits
GA P CM, GE, PE,
EE, UE, DE
Data.com

page
Additional Account
Fields now Enabled for
Data.com Data
GA P CM, GE, PE,
EE, UE, DE
Data.com

Associate or create an
account when you add
Data.com contacts from
GA P CM, GE, PE,
EE, UE, DE
Data.com
the Data.com tab
Get company overview
information and
additional data on the
GA P CM, GE, PE,
EE, UE, DE
Data.com
enhanced account

Additional prospecting
enhancements
GA P CM, GE, PE,
EE, UE, DE
Data.com

Data.com Clean Beta P CM, GE, PE,
EE, UE, DE
Data.com

REFERENCE: For a full list of Data.com features and

What is the Force.com System Overview Page?

 A place to see important usage data and limits in your organization.
 See messages that alert you when you reach 95% of your limit.

Drill into each
item for details

Link to Checkout
to purchase more

What are the Enhancements to Visual Workflow?

 Use the Metadata API to create,
access, and edit cloud-based flows.
 Include Flows in change sets and
managed and unmanaged packages.
 Up to 50 versions per flow.
 Use Record Delete in the Cloud Flow
Designer to delete one or many
records.
 Customize labels in the Cloud Flow
Designer with the rich text editor.
 Choices and dynamic choices are
standalone resources.
 Value and resource drop-down lists
now include Global Constants.
 Route users through multiple
outcomes from any decision element.

NOTE: Visual Workflow will be "included" in all EE and UE
editions for free starting in Spring ‘12.

What are the Enhancements to Field Update Actions?

 Re-evaluate Workflow Rules as a result of field
update action settings
 Cross-object field updates in workflow rules now
support standard objects.
 Custom-to-standard and limited standard-to-
standard relationships are supported.

What are the Enhancements to Global Search?

Search
Chatter feed Set the “Exact
Refine search Phrase” and other
posts.
terms and search options.
again.

Take a guided
Objects display tour.
in the order that
you search/use
the most. Pin
the objects you
want at the top Corrected terms that do not
of your results.
appear in the org’s indexes
“Search All” to and therefore do not have
see objects that matches will not be shown
weren’t selected to the user as spelling
for you.
correction.

Additional Force.com Appforce Enhancements

 Tab Bar Organizer automatically arranges tabs in the main tab bar to prevent
scrolling.

Appforce Enhancements Summary
Not
Release visible to all visible to all visible. Feature salesforce.com Salesforce Salesforce
Feature
Type users. No Admins. No is available to enable Edition License
setup required. setup required. But requires this feature.
Some setup.
Force.com System
Overview
GA P CM, GE,
EE, UE, DE
n/a

Configuring
Force.com System
Overview Messages
GA P CM, GE,
EE, UE, DE
n/a

Visual Workflow
Enhancements
GA P EE, UE, DE n/a

Field Update
Actions
GA P EE, UE, DE n/a

Standard Cross-
Object Field
Updates
GA P EE, UE, DE n/a

Global Search
Enhancements
GA P CM, GE, EE,
UE, DE
n/a

Visualforce
Components for
Chatter Answers,
Live Agent, Chatter,
GA P GE, PE, EE,
UE, DE
n/a
Social Accounts
and Contacts

Appforce Enhancements Summary (cont.)
Not
Automatically automatically Contact
Automatically
visible to all visible. Feature salesforce.c
Release visible to all Salesforce Salesforce
Feature Admins. No is om to
Type users. No Edition License
setup required available but enable this
setup required
requires some feature.
setup.
Dynamic Visualforce
Components
GA P EE, UE, DE n/a

Tab Bar Organizer GA P Personal, CM,
GE, PE, EE, UE
n/a

Force.com Quick
Access Menu
Enhancements
GA P Personal, CM,
GE, PE, EE, UE
n/a

App Quick Start
Enhancements
GA P Personal, CM,
GE, PE, EE, UE
n/a

REFERENCE: For a full list of Appforce features and

What are the Enhancements to Schema Builder

 Create and Edit custom objects, fields, and relationships.
 Drag-and-drop elements into the schema.

Drag and Drop
new fields onto
the canvas
Double Click on
custom fields to
edit them

How will Schema Builder be Used?

Administrators and developers can:
 View how the Salesforce objects in their organization are
related.
 Filter, expand, and focus their view of the schema.
 Quickly add custom objects or fields with the drag and
drop interface.

What are the Enhancements to Security?

 Enable Alpha, numeric, and special characters passwords.
 Session timeout values increased to 12 hours.
 Set Service Providers from the Identity Provider page for any profile.
 A full copy sandbox can include the encryption keys for encrypted fields.

What are the Enhancements to Sharing?

 Criteria Based Sharing for Leads and Campaigns
 Metadata API Support for Roles, Groups, Queues
Territories and Sharing Rules (includes Change Sets)
 API Function to Query User’s Record Access

DF2UFL 2012: Spring '12 Release Features Speed Date

Recomendados

Recomendados

Mais conteúdo relacionado

Semelhante a DF2UFL 2012: Spring '12 Release Features Speed Date

Semelhante a DF2UFL 2012: Spring '12 Release Features Speed Date (20)

Mais de Jennifer Phillips

Mais de Jennifer Phillips (8)

Último

Último (20)

DF2UFL 2012: Spring '12 Release Features Speed Date