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Winter ‘16 Release Overview
September 28, 2015
How to use this deck
Presentation Suggestions
 Order slides based on your customer’s needs
 Remove and/or add slides as needed from the Solution Overviews or Release Notes based on the customer's use of Salesforce
and what will be the most important to them
Have a pre-release org set up to demonstrate any features you want to show live
Give them a tour of the Release Readiness Community where they can do further research and connect to other customers
Give them a tour of the Known Issues site so they know how to follow Release Items
Items to check for review
• Link Custom Lookup Fields from Activities to Other Records
• Introducing the Lightning Service Console
• Group @Mentions on Records Create Group-Record Relationship
• Format Posts with Rich Text
• Mute Posts
• Display Similar Questions and Articles in Chatter Questions (Generally Available)
• Find Matching Records for Nicknames and Expanded Forms of Search Terms
• Auto-Completion for Standard Address Fields
• New Login Look and Feel
• Improved Security for Unwanted Login Attempts
• Track Geographic Location of User Logins in Personal Settings and User Details
• Automatically Get Geocode Information for Addresses (Available Soon) Remove before
presentation
Safe Harbor Statement
This document may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such risks or uncertainties materialize
or if any of the assumptions prove 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 statements, including:
any projections of product or service availability, customer growth, earnings, revenues, or other financial items; any statements regarding strategies or
plans of management for future operations; any statements concerning new, planned, or upgraded services or developments; statements about current
or future economic conditions; and any statements of belief.
The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our financial and operating
results; our rate of growth; interruptions or delays in our service or our Web hosting; breaches of our security measures; the financial impact of any
previous and future acquisitions; the nature of our business model; our ability to continue to release, and gain customer acceptance of, new and
improved versions of our service; successful customer deployment and utilization of our existing and future services; competition; the emerging
markets in which we operate; our ability to hire, retain and motivate employees and manage our growth; changes in our customer base; technological
developments; regulatory developments; litigation related to intellectual property and other matters; and general developments in the economy,
financial markets, and credit markets.
Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other
filings we make with the Securities and Exchange Commission from time to time. These documents and others containing important disclosures are
available on the SEC Filings section of the Investor Information section of the salesforce.com website.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Any unreleased services or features referenced on our website, press releases, presentations or public statements are not currently available and may
not be delivered on time or at all. Customers who purchase salesforce.com applications should make their purchase decisions based upon features
that are currently available.
Winter ‘16 Release Milestones*
Staggered Release
Friday, 10/9
(NA6, NA7, NA8, NA9, NA17,
NA18, NA22, NA28, NA29,
NA31, NA34, EU5)
Pre-Release
Sign-up
Thursday,
8/20
Staggered Release,
Friday 9/25
(NA1)
Sandbox Preview Window
Friday, 9/11
(CS3, CS4, CS7, CS9, CS11, CS12,
CS13, CS14, CS15, CS17, CS19,
CS20, CS21, CS23, CS25, CS26,
CS28, CS30, CS32 ,CS41, CS42,
CS44, CS45, CS51, CS80)
Saturday, 9/12
(CS5, CS31)
Aug Sept Oct
Preview Release
Notes 8/26
Staggered Release
Friday, 10/16
(EU0, EU1, EU2, EU3, EU4, CS81, NA0,
NA2, NA3, NA4, NA5, NA10, NA11,
NA12, NA13, NA14, NA15, NA16, NA19,
NA20, NA21, NA23, NA24, NA25, NA26,
NA27, NA41)
& Saturday, 10/17
(AP0, AP1, AP2, CS1, CS2, CS6, CS8,
CS10, CS16, CS18, CS22, CS24, CS33,
CS40, CS43)
Release Website
8/26
Release Readiness Live
Tuesday 10/6
Wednesday 10/7
Sandbox Cut-off Date
9/4
* All dates are subject to our Safe Harbor statement - http://sforce.co/1vpAYf0
** Check the Release Community group for updates - http://sforce.co/1dUdze4
Webinar:
Mastering Your
Releases, 9/3
Register here
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.
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.
GA: Marketable feature set ready for
all customer production use and all
functional, quality and performance
requirements are complete.
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.
Join the Release Community!
Stay
informed,
collaborate,
get your
questions
answered!
Release Readiness Community
October 6 and 7— Release Readiness Live
www.salesforce.com/ReleaseReadiness
The Lightning Experience
A Whole New Sales Cloud,
A Whole New Way to Sell
The Lightning Experience
A Whole New Sales Cloud,
A Whole New Way to Sell
50 New Screens
Optimized for Sales Productivity
Home
An intelligent way to start your day fast
Performance Chart
Track your performance to
target
Assistant
Customized to each sales
rep, to help you focus on
what’s important each day
Account Insights
Get insights and updates that
help you take action on your
top accounts
Account Insights on Home and Accounts
Instant Access to Relevant News Articles
Account Insights
based on your
Salesforce Tasks,
Events, and recently
viewed Accounts
and Opportunities
Account
Insights on the
Account you are
viewing
View a list of
articles ranked
according to
relevance
Contact Object
Find what reps need at a glance
Related Lists in wide
view
Twitter card
Composer in narrow
view
Highlight panel
Social Contacts, Accounts and Leads
At a glance access to updates for accounts, contacts, and leads.
Twitter Profile
Twitter Image
People followed in
common
Change
Association,
Remove
Association,
and Log out
List Views
See your data your way, with easy filters and visualization tools
List View Charts
Visualize your lists on the fly with
a bar or donut chart
Filters
Anyone can add or edit a filter
with a simple, visual interface
Type-Ahead Search
Find any list view with an easy
type-ahead search feature
Dashboards
Visualize your data with beautiful charts and a flexible layout
Spanning columns
Give a chart the space it needs to
show the right data
Flexible Layout
Add more components in a row
with more columns available
Easy Filters
Add filters with a simple, visual
interface
Reports and Dashboards Home
Navigation Views to help
users find their
reports/dashboards quickly
Lists that help users find
their reports/dashboards
faster
Reports and Dashboards
now have their own home
for easier access
Find Reports/Dashboards
that YOU created
Dashboard Builder and Run Page
New dashboard grid.
Allows up to 9 columns
Drag and drop
components
New and appealing Charts
Reports Run Page
Metrics visible without the
need to scroll down
New groupings format
Customize chart and filter
properties while on Run
Page
Customize chart and
filter’s properties without
leaving Run Page
Reports Run Page (Continued)
Introducing new Locked
Filters on the familiar
Report Builder
Interactive Filter Panel for quick
filtering. No need to navigate to
Report Builder
Pipeline Board
A powerful way to visualize and work your pipeline
Visualize Your Pipeline
See your opportunities organized
by stage, with subtotals up top
Drag and Drop
Move deals between stages with
click and drag
Alerts
Get smart alerts prompting you to
take action on deals that need
your attention
New Pipeline Board view on Opportunity
Toggle
between grid
and board view
Customize your
list
Sum of all
Opportunities
in this stage
Alert Sales Rep
when
Opportunity
needs attention
Opportunity Workspace
Action-oriented workspace to work your deals in flight
Sales Path
Customizable guidance to support
your sales process
Composer
Create records with ease
Quick View
Hover over links to view details
without ever leaving the page
Highlights Panel
See important information at a glance
Sales Path
Close Deals Faster with Sales Path
Customizable
Add your statuses and stages for
leads and opportunities
Guidance for Success
Provide coaching in context at
each step in the sales process,
including helpful scripts,
questions to ask, and tips
Key Fields
Present important details up top,
with the ability to edit
Capture key opportunity
information at every stage
of the sales process.
Provide relevant content to
help reps focus on best
practices.
Customize Sales Path to
support your sales process
Lead Workspace
Drive Process, Productivity, and Collaboration
Publisher to manage
tasks, calls, events, and
email
Sales Path for leads
Updated notes experience
Updated files experience
Link a Twitter profile to boost
connections with prospects
Notes
Take detailed notes and relate them to multiple records
Autosave
Never lose a detail while you
compose your thoughts
Rich Text
Add bullets, numbered lists, or
text formatting to organize your
content for easy reference
Relate to Multiple Records
Relate a single note to an
account, contact, opportunity,
and more
Notes Home
Navigate to Notes
home from the
navigation menu
See text preview in
the note list
Keep the note private or
relate it to one or multiple
Salesforce records
Include rich text
in your note
Search your note
by title or content
Auto-save your work.
No save button!
Notes from Record Home
Drill in to see all
notes related to the
record
See text preview in
the notes related list
Search your note
by title or content
Auto-save your work.
No save button!
Include rich text
in your note
Relate the same note to
more Salesforce records
Notes Related List
Notes Editor
Composer
Take action fast on any record
New Task
Make a follow-up task on the fly
New Event
Quickly create a meeting request
Email
Compose and send an email, with
rich text formatting, attachments,
templates, and more
Email Composer
Sending an email is a standard Activity for Contacts, Leads, Accounts, and
Opportunities
Contact/Lead is populated
by default
Select from
Contact/Lead/User
suggestions, or enter
custom email address
Compose email body using
rich text, including
hyperlinks
Insert merge fields
Preview email body
before sending
Attach files or select from
Salesforce Files
Email Templates
Creating templates is as easy as writing an email. Finding an email is even easier!
One-click access to Insert
or Save a Template
Compose your email,
save it as a Template
Search for Templates
3 Lists - My Templates,
All Templates, Sample
Templates (My Templates
is the default)
Tasks
View and update all your tasks from one place
Tasks
Access your tasks from a
convenient Tasks page right from
the navigation menu
Master-Detail
See your complete task list, and
drill into any task, side-by-side
Actions
Edit a task, add comments, and
change priority, status, and more
Task List
List of tasks
Details about the selected
task
Tasks
Access your tasks from a
convenient Tasks page right from
the navigation menu
Master-Detail
See your complete task list, and
drill into any task, side-by-side
Actions
Edit a task, add comments, and
change priority, status, and more
Activity Timeline
Publisher actions:
Log a Call, New Task,
New Event, Email
Next Steps. Formerly
known as Open
Activities
Past Activities. Formerly
known as Activity History.
Search
Find what you’re looking for fast
Recent Items
Drop-down list of your recently-
viewed items
Type-Ahead Search
Potential matches for your search
suggested as you type
Frequently-Used Objects
Search results show your most
frequently used objects and top
results at the top
Lightning Experience and Salesforce Classic
Both experiences are available for customers to use
Lightning Experience Salesforce Classic
• The user experience immediately predating Lightning Experience is Salesforce Classic.
• Features not yet supported in Lightning Experience are available in Salesforce Classic.
• If you’re not ready to migrate all users to Lightning Experience, you can use both Lightning
Experience and Salesforce Classic.
Switching Between Interfaces is Easy
Any user can switch between interfaces on demand
Salesforce
Basics
App
Customization
Admin Trail: Starting with Lightning Experience
Lightning
Experience
Basics
Lightning
Experience
Features
Admin Trail: Migrating to Lightning Experience
App
Customization
Lite
Lighting
Experience
Rollout
Lighting
Experience
Rollout
Lightning
Experience
Basics
Lightning
Components
Lightning
Design
System
Lightning
Experience
Development
Visualforce &
Lightning
Salesforce
User Basics
Sales Rep Trail: Lightning Experience
Salesforce
User Tour
Developer Trail: Lightning Experience
Trailhead is THE place to learn Lightning Experience
Other Sales Cloud features
Other Sales Cloud features
 Exchange Sync
 Data.com Prospector
 Work.com Goals and Coaching
Exchange Sync
Users work every day in their favorite
Contact and Calendar apps
Contacts and Meetings are also
stored in Salesforce
Introducing Exchange Sync
Enables any Exchange-connected app to sync with Salesforce
Two-way sync
How it works:
Server-to-server
Server-based sync engine benefits
• Server-to-server sync —
runs in the background,
always working
• Any device — Windows,
Mac, iOS, Android
• Easy on IT — nothing to
install, central management
Set up sync directions, behaviors, and filters for different user populations
Sales Manager wants a record in
Salesforce of Sales Reps’ customer
meetings (events)
Meeting Scheduler wants to set up
events in Salesforce and have them
appear in Sales Reps’ Outlook
Sales Rep needs customer contact info
available outside of Salesforce
IT Professional needs to enable a sync
technology for a diverse set of devices
and OS’s
Exchange Sync Configurations
Data.com
Data.com Prospector: Company Hierarchy (open beta)
Visual representation of a
company’s full hierarchy -
branches, subsidiaries and
divisions
Accounts already in Salesforce
are marked with an indicator and
an owner, so user can quickly
identify white-space
User can control how
deep they need to go in
the hierarchy
Other enhancements this release
Expanded coverage for Hoovers firmographic fields
• With expanded coverage on fields such as revenue and employee growth, users can prep for calls for millions of more
companies using Prospecting Insights.
Added SIC 8 digit code
• Enables identification of a line of operations for a business at the most specific level for more precise reporting; available for
Premium customers
A select set of Hoovers firmographic fields will now get persisted on import for
enhanced reporting
• Premium customers will have access to it automatically within the DandBCompany object
• Corp + Premium customers may customize their field mapping preferences to map a select set of attributes to the Account
Object
Additional fields accessible via Data.com Search API response
Work.com
Work.com
 Thanks, Rewards and Skills
 Work.com Goals
 Coaching
Thanks - Link directly to Chatter Post
Dynamic Access List
Access related list
will only be visible
if you are the
badge owner or if
you have access
to give this badge.
Deleting Thanks
Step 1: Delete
Chatter Post
Step 2: Go to
Badge Details
Step 3: Go to
Badge Received
Step 4: Go to
Source
Step 5: Delete
Manager Group Access for Coaching
Coaching spaces can
be easily shared with
the manager hierarchy,
making it easy to get
the right level of
visibility
Get insights into who’s
coaching, who’s not
coaching and how
coaching correlates to
performance
Manager Group Access for Goals
Goals and Metrics can
be easily shared with
the manager hierarchy,
making it easy to get
the right level of
visibility
Get insights into who’s
coaching, who’s not
coaching and how
coaching correlates to
performance
Sales Console Support
Quickly access
Coaching from Sales
Console
Quickly access Goals
and Metrics from Sales
Console
Service Cloud Enhancements
Service Cloud Enhancements
 Salesforce Console for Service
 Case Feed Enhancements
 Other Case related enhancements
 Live Agent
 Service Communities
 Knowledge
 Social Customer Service
Service Cloud Enhancements – Release Notes
Salesforce Console Enhancements
Winter ‘16 sees a brand new Console, refreshed and
modernized.
We have focused on the look and feel of the Console to give a consistent experience, normalizing fonts,
action buttons, colors and even borders. In addition, icons have been updated to the latest styles.
NEW! Sidebar Components: Background
updates to light grey so user focus is on
the record.
NEW! Footer: Font and icon
updates.
NEW! Sidebar Components: Font, header,
title, actions and icons consistency.
NEW! Updated icons! The
Console now uses Salesforce
Lightning icons.
NEW! Uniform component title headers.
NEW! Focused Primary tab is
defined extremely clearly with
contrasting white background
color. Individual tabs separated by
high contrast borders.
NEW! Uniform action region for
actions, drop downs, info bubbles,
links etc.
Subtabs keep existing selected and
focused states so there’s no
conflict with primary tabs.
NEW! Salesforce Lightning Header. This
is the same header as the new
Salesforce Lightning experience.
NEW! Search has moved to
center justified search box.
NEW! Header text is now
replaced by icons.
Sample branded Console
Custom header logo, custom header, primary tab and footer
color.
NEW! Search and Quick Create Lookup
Component. Create contacts, accounts etc
directly from Case.
NEW! The Knowledge One
component is now rendered as a
standard component! That means
like other standard component it
loads fast and is responsive. It
automatically sizes itself hides
itself based on available real estate.
NEW! Quick Create Lookup Component.
Create contacts, accounts etc directly
from Case.
NEW! All new list view look and
feel. Better spacing, better
padding.
NEW! Icon based edit and delete
actions. Additional column for
bulk macro results when enabled.
List view retains all the
functionality of the existing list
view.
NEW! The new list view is responsive, which
means that it looks great in both a full screen
and pinned view.
NEW! Text in row 1 of a pinned list
record now wraps to up to 3 lines.
In this example you can see the
case subject wraps to a second
line so the user can see the full
subject.
NEW! List view in pinned mode
now wraps content. First column
gets its own full row. Subsequent
columns aligned in row 2.
Ability to quickly navigate in
pinned mode retained.
NEW! List view buttons now wrap
and align responsively to make
best use of real estate in pinned
mode.
List views presented as top item in
pinned mode (“All Cases” shown
here)
NEW! Edit and delete icons
available on hover over list view
record.
NEW! Zoom on pinned list!
Zoomed list view lets you quickly
view your list view full screen and
more detail quickly. Previously you
had to close all your tabs to get
back this view.
New! Just clicking on any item in
zoomed list view mode breaks you
out of zoom.
New! Ctrl + clicking on any item
let’s you stay in zoomed mode and
keep opening other items!
Case Feed Enhancements
New Feed based Layout
If one unique field
is displayed in the
Highlight panel,
it’s rendered
bigger
Simple orange
icon for externally
visible feed itemsNew inline Feed
Filters
New publisher
Icon style
Search, Create, Update from the Sidebar
Search, Create or
Update any Case
lookup from the
Sidebar
Create
If the contact isn’t
in the list, clicking
“New Contact” will
display a New form
in the Sidebar.
It’s also possible to
create a new
Contact from the
Search drop down
Enhanced case feed filters
Filters can be
displayed in line under
the publisher actions
the filter labels are
always visible so the
agent is one click
away to switch context
and find relevant items
Customize the filtering experience
Filter on Feed item
visibility - What the
customer can see vs
what other agents see
Filter on any Case
child (standard or
custom)
Group multiple
communication
channels in one filter
Define your own filter
labels and filter
criterias
Other Case Enhancements
New attachments capabilities from the Email publisher
Use Attachments
File Widget Drag and Drop
Drag a file from the File
Widget
Drop it into the Email
Publisher
New feed based layout on Assets
Quick actions and
Global actions are
available in the
publishers.
Case has its own UI in Lightning Experience
Feed items are
displayed right
below the
publishers
actions
Detail page is
displayed in the
right sidebar
Feed is displayed
first, with access
to the publisher
actions defined in
the Case page
layouts
Service Cloud Live Agent
Live Agent Enhancements
 Block Sensitive Data in Chats
 Let Agents Raise a Flag for Help
 Empower Your Supervisors to Assign Skills to Agents
 Extreme Makeover II: Live Agent Edition
 Time Customers Out After a Period of Inactivity
 See IDs of Attached Records in Your Post-Chat Data
Live Agent Enhancements – Release Notes
Sensitive Data Handling
Prevent sensitive data from being exchanged and stored in chats
Block specific patterns, such as credit cards, Social Security,
phone and account numbers, or even profanity.
Remove the text or remove/replace it with preferred
characters
Block the text from agents, supervisors, customers, or all the
above
Let agents raise a virtual “flag” for Supervisors
from active chats
Supervisors alerted on the Live Agent
Supervisor Panel and can immediately monitor
and whisper on the chats
Either the agent or the supervisor can “lower”
the flag when the issue is resolved.
Help your agents get the help they need
Raise Flag for Supervisor Assistance
Agent Raise Flag:
signal for supervisor
attention while chatting
Supervisors: view
flags and can monitor /
whisper to agents
Modernized Customer Chat Experience
Brand new look-and-feel for your out-of-the-box customer experience
Participants’ names are bolded and repeat only when the “speaker”
changes
Agent responses align left, and customer responses align right, to
better represent a dialog between the parties
Different background colors help distinguish who said what (blue =
agent; white = customer)
Save and End Chat buttons have more prominent locations
Timestamps added.
Automatic Customer Time-Out
Don’t leave your agents hanging and save time
Automatically end chats when customers don’t message
or respond
Specify how long to wait before warning and timing the
customer chat out
Includes a countdown timer to set customer expectations
Example in Action
Configurations
Automatic Customer Time-Out Example
Setting Explanation Example
Enable Customer Time-Out Turn on the time-out for the button/invite
Customer Time-Out Warning When to warn before timing out At 120 seconds, display and warn the customer the chat will end if they don’t respond
Customer Time-Out When the chat will time-out and end At 180 seconds, end the chat
120 seconds after not getting a
message from the customer, the time-
out warning appears
Customer gets a countdown timer that
pulsates and the window title changes
Chat ends and customer is presented
with a message that it timed out
What else is new in Live Agent:
Attached Record Ids Added to Post Chat Data
Post-chat lets you share information with customers at the end of a chat. For example, you can direct
customers to another web page, or forward them to a survey about their chat experience
Post-chat data has always included details about the chat and now includes the IDs of the Salesforce
records attached to the chat, such as the case, contact or lead
Permission to Assign Skills to Users
Empower operational staff, not just administrators, to adjust skill assignments.
Once upon a time, assigning skills to your agents required a middleman: your administrator. But no
more. We’ve added a permission, “Assign Live Agent Skills to Users,” that can give this power to
directly to your supervisors (or anyone else who needs it). Users with the perm have access to Setup >
Customize > Live Agent > Skills and can update the assigned profiles or users under each skill
Service Communities
Next generation Self-Service Enhancements
 Customizable Templates
 Article voting
 Multilingual Support
Service Communities – Release Notes
Customizable Templates
Drag and drop with custom components now supported in the Community Builder
Library of
components
to add to
page
Drag and drop
components onto the
page from the library
Create a new page with a
layout of your choice
Build or download custom
lightning components to
add to the template
Change component
attributes on the right
panel
Koa Template Napili Template
Article Voting
Improve your knowledge base with feedback from the community
Community users can
now give thumbs
up/down on articles
NOTE: Article voting is only available to
logged in community users, not guests.
User votes are stored
and reportable in
Salesforce
Multilingual Support
Customers can now support a multilingual site and knowledge base
NOTE: Available languages can be set up in the
community builder. Label translations can also be
uploaded there for desired languages.
Guest users can choose
their language from a
picker showing the site’s
supported languages.
The default language will be set
based on the browser language on
first visit and based on cookies for
subsequent visits.
Knowledge
Knowledge Enhancements
 Solve cases faster with Knowledge in the Salesforce1 Mobile App
 Reports and Lists of Knowledge Users
 Article URLs for Communities in the Salesforce Console Case Feed
 Thumbs Up or Down Ratings Count in Your Vote reports
 Improved Performance for Knowledge One in the Salesforce Console
Knowledge – Release Notes
Key Capabilities
Knowledge Articles GA in Salesforce1 hybrid mobile phone apps (Android & iOS)
Key Capabilities
Knowledge Articles GA in Salesforce1 hybrid mobile phone apps (Android & iOS)
Key Capabilities
Report on (or create lists of) users with Knowledge User selected in their profile
“Knowledge User”
can be used to
filter a user report
and/or can be
displayed in the
report.
Key Capabilities
Insert Community URLs for Articles in Case Publishers in Console
When selected from the
action, this link will take the
user to the Article in the
related Community rather
than in the internal org
record for the Article.
Key Capabilities
Thumbs up/down article rating counts in VoteStat report
Vote Counts: Previously this report only
showed counts for stars (1 - 5). However,
now, if the Org has switched to Thumbs
up / Thumbs down ratings, they will see
vote counts for Thumbs up and Thumbs
Down in this report.
Social Customer Service
Social Customer Service Enhancements
 Approve Social Posts Before they are Public
 Default Response Handle
Social Customer Service – Release Notes
Social Post Approvals - Agent’s point-of-view
Submit your posts to your supervisor and see approval status in the case feed
1. Draft 2. Pending
The green Tweet/Post button
is renamed Submit for
Approval if you’re required
to get posts approved
A colored bar in the
case feed clearly
indicates the post’s
stage within the
approval process
When a post is
approved, it is
automatically
published to the
social network
3. Approved
Social Post Approvals - Administrator Setup point-of-view
Build approval processes for social posts and define which users require approvals
1. Activate the
feature
2. Build social post approval process
3. Assign permission set to users
Social Post Approvals - Social Care Supervisor’s point-of-view
Approve or reject posts individually or from a list of social posts. A variety of methods
are available.
Default Response Handle
Choose which managed social account will be the default author for replies
Community Cloud
 Community Builder
 Moderation Enhancements
 Community Management and Insights
Communities Enhancements
Community Builder Extensibility
Drag & Drop components, including custom Lightning Components, to build pages
3a. select from
standard components
3b. Build your own custom
Lightning components or reuse
Partner built components
3. Add Lightning
Components to build your
page
2. Intuitively drag & drop
components onto page
regions
1. Create New Page
Community Builder Extensibility
Customize Napili Template Navigation with Salesforce Objects, Internal Site Pages, External Links, Topics & Custom Header
Add new Menu Tab
here and then
customize on the
right side
Makes pages available to
public, unauthenticated
users and web searches
Each step in configuring
the Navigation is scoped
by the previous choice
Navigation bar can
contain up to 20 tabs
Add custom Header
Component: community
part of website navigation
Community Builder - Page Management
Override and manage pages for Records, Lists, Home and more
New Page
Management option
for designers
Manage all standard and
custom pages
Admins can customize the navigation menu beyond topics
Napili Template Extensibility (end-user)
Ability to expose
standard objects
(Accounts,
Contacts, Cases,
Tasks & Events) and
Custom Objects
Ability to add tabs that
link to pages in the
template or external links
Users can access object list views*
Napili Template Extensibility (end-user)
Users can view standard list views and
custom list views shared with them
Users can view their records and
go into the record detail view
User can create a new record
with the right permissions
(supports record type)
*limited to accounts, contacts, custom objects and cases
Users can view record detailed pages and collaborate on records*
Napili Template Extensibility (end-user)
Record headline
Record detail view Related list
Chatter publisher
(text/content post) and feed
for record collaboration
Record detail page
determined by the
page layout
*limited to accounts, contacts, custom objects and cases
Moderators can create keyword lists in seconds
Community Moderation
Moderators can create
criteria (keywords list)
for different purposes
Moderators can create moderation rules to block, replace, or flag user content
Community Moderation
Moderator can create
multiple rules to moderate
user-generated content
Moderator can add
multiple criteria
When a matching keyword is found,
one can block the contribution (user
message customizable), replace the
keyword with “*”, or flag the post
Rule can be active or
inactive
Article Management
Community managers can add topics to any article
New “Article
Management” page
Click on the pencil icon
to see article details and
manage the topics on the
article
Select data categories to
filter articles
Admin can install the Communities package to get OOTB insights and dashboards
New Communities Package
Admin need to install the Winter’16 version of
the Communities Dashboard package to get
Insights reports and the new dashboards
Insights report folders
OOTB Insights reports
installed with the package
New row in dashboard
settings to setup the console
home dashboard
OOTB Insights pages
installed by the package
Moderators get a health dashboard on the console home page
Console Dashboards
Dashboard installed
by package
One-click to update
the dashboard (title,
metrics, charts)
View into Community
health metrics
View into Community
trending charts
(adoption, engagement)
Insight let community managers monitor recent activity from the console
Community Insights
Click to view the
member profile
Each insight page
comes with a set of pre-
built insight reports
View adoption and
engagement metrics
OOTB Insights pages
installed by the package
Insight are easy to setup and each report can be customized in one-click!
Community Insights (cont’d)
Admin simply needs to
map the insight page to
a report folder to expose
all insights reports
Admins can add,
remove, or update
Insights mapping from
the settings page
Moderators can edit the
insight report in one click
to add/remove a column
or update the report filterThe package installs 6
Insights pages and reports
Chatter
 New Groups user Interface in Lightning Experience
 Profiles in Lightening Experience
 Rich text Feed posts
 @mentioning Groups on Records
 Redesigned Email Notifications
Chatter Enhancements
Groups in Lightning Experience
A clean, elegant new look
for Chatter groups in
Lightning Experience.
A distinctive banner
indicates each type of
group.
Profiles in Lightning Experience
A clean, elegant
new look for
Profiles in Lightning
Experience.
Simply click the
“User Detail” button
on a profile to
access the User
Record.
Rich Text Feed Posts via UI & API
Rich Text posts in Winter ‘16
support the following features:
1. Bold
2. Italics
3. Underline
4. Strikethrough
5. Numbered Lists
6. Bulleted Lists
7. Remove Formatting
8. Editing
9. Topics
10. At mentions
@ Mention Group on Records
If you @mention a group from
the feed on a record, the
record will show up in a
related list on the group.
This makes it extremely easy
to use a group to collaborate
on one or more records. The
group also shows up on the
record as well on the groups
card.
Files
 Reinvented Files in Lightning Experience
 Dramatically increased speed and quality of the file pre-viewer
 Files Connect in Communities
 Freeze Resharing
Files Enhancements
Connected, Compelling & Completely Unified Files Experience in
Lightning
File Home
Central place where users can
find and get access to all their
files. Views included in the Winter
16 release include “Recently
Viewed”, “Owned by Me”, “Shared
with Me” and “Recent”.
Files Detail Page
A details page which admins can
configure in terms of page layout
and where users can learn more
about any particular file
File Preview Player
Enjoy Fast, Beautiful File Previews
Quick Access to Download, Upload New Version, Delete, and
File Details
Crystal-Clear Render Quality
Page or Scroll Continuously Through Documents
HTML 5 based. SVG Previews. No more Adobe Flash
Files Connect in Communities
Collaborate on external files with customers & partners
Freeze Resharing
All users can see
frozen status if a
file is frozen. File
Owners can share
frozen files
Salesforce App Cloud
Note: For a comprehensive review of developer features, please go to
https://developer.salesforce.com/releases/release/Winter16
Authentication
New Login Experience
New Login screen
New User switcher
Link your salesforce
account with a 3rd party
auth. provider
Change password
Lightning App Launcher
● Maintains consistent
Lightning feel
● Enables drag and drop
functionality
● Enables search for
connected apps
Setup
● Enables easy drag
and drop of connected
apps
● Enables admin one-
click visibility of
connected apps for
users
Lightning Connect
Key Capabilities - CRUD
External Records
can be created in
Salesforce UI
External Records
can be updated in
Salesforce UI
External Records
can be deleted in
Salesforce UI
Key Capabilities – Odata 4.0 Support
Odata 4.0 support will
allow customers to use
Lightning Connect to
consume data
published by Odata 4.0
data sources
Platform Encryption
Encrypt Sensitive Data while Preserving Platform Functionality
Key Capabilities
Turn encryption on custom field types,
declaratively or via the MDAPI
While data is strongly encrypted
at rest, field length is not affected
Files and Attachments can be encrypted
while at rest in just one-click
Manage organization encryption keys declaratively
via the Setup UI or API, including Generate, Rotate,
Export, re-Import and Destroy Keys
Text
Text Area
Text Area (Long)
Email
Phone
URL
Turn encryption on standard fields,
declaratively or via the MDAPI
• Group encrypted fields in
Reports
• Search encrypted data
via S1 mobile devices
• S1 Related lists
functionality is restored
Classic Encrypted Custom Fields vs. Platform Encryption
On the Account object, you can encrypt the Account Name field.
On the Contact object, you can encrypt Email, Fax, Home Phone,
Mailing Address (Mailing Street and Mailing City), Mobile, Name
(First Name, Middle Name, and Last Name), Other Phone, and
Phone fields.
On the Case object, you can encrypt the Subject and Description
fields as well as the Case Comments Body field.
REFERENCE: Check out the
Comparison article on Help
&Training
Thank you

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Salesforce Winter 16 Release Overview

  • 1. Winter ‘16 Release Overview September 28, 2015
  • 2. How to use this deck Presentation Suggestions  Order slides based on your customer’s needs  Remove and/or add slides as needed from the Solution Overviews or Release Notes based on the customer's use of Salesforce and what will be the most important to them Have a pre-release org set up to demonstrate any features you want to show live Give them a tour of the Release Readiness Community where they can do further research and connect to other customers Give them a tour of the Known Issues site so they know how to follow Release Items Items to check for review • Link Custom Lookup Fields from Activities to Other Records • Introducing the Lightning Service Console • Group @Mentions on Records Create Group-Record Relationship • Format Posts with Rich Text • Mute Posts • Display Similar Questions and Articles in Chatter Questions (Generally Available) • Find Matching Records for Nicknames and Expanded Forms of Search Terms • Auto-Completion for Standard Address Fields • New Login Look and Feel • Improved Security for Unwanted Login Attempts • Track Geographic Location of User Logins in Personal Settings and User Details • Automatically Get Geocode Information for Addresses (Available Soon) Remove before presentation
  • 3. Safe Harbor Statement This document may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove 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 statements, including: any projections of product or service availability, customer growth, earnings, revenues, or other financial items; any statements regarding strategies or plans of management for future operations; any statements concerning new, planned, or upgraded services or developments; statements about current or future economic conditions; and any statements of belief. The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our financial and operating results; our rate of growth; interruptions or delays in our service or our Web hosting; breaches of our security measures; the financial impact of any previous and future acquisitions; the nature of our business model; our ability to continue to release, and gain customer acceptance of, new and improved versions of our service; successful customer deployment and utilization of our existing and future services; competition; the emerging markets in which we operate; our ability to hire, retain and motivate employees and manage our growth; changes in our customer base; technological developments; regulatory developments; litigation related to intellectual property and other matters; and general developments in the economy, financial markets, and credit markets. Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of the salesforce.com website. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law. Any unreleased services or features referenced on our website, press releases, presentations or public statements are not currently available and may not be delivered on time or at all. Customers who purchase salesforce.com applications should make their purchase decisions based upon features that are currently available.
  • 4. Winter ‘16 Release Milestones* Staggered Release Friday, 10/9 (NA6, NA7, NA8, NA9, NA17, NA18, NA22, NA28, NA29, NA31, NA34, EU5) Pre-Release Sign-up Thursday, 8/20 Staggered Release, Friday 9/25 (NA1) Sandbox Preview Window Friday, 9/11 (CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS21, CS23, CS25, CS26, CS28, CS30, CS32 ,CS41, CS42, CS44, CS45, CS51, CS80) Saturday, 9/12 (CS5, CS31) Aug Sept Oct Preview Release Notes 8/26 Staggered Release Friday, 10/16 (EU0, EU1, EU2, EU3, EU4, CS81, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20, NA21, NA23, NA24, NA25, NA26, NA27, NA41) & Saturday, 10/17 (AP0, AP1, AP2, CS1, CS2, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS33, CS40, CS43) Release Website 8/26 Release Readiness Live Tuesday 10/6 Wednesday 10/7 Sandbox Cut-off Date 9/4 * All dates are subject to our Safe Harbor statement - http://sforce.co/1vpAYf0 ** Check the Release Community group for updates - http://sforce.co/1dUdze4 Webinar: Mastering Your Releases, 9/3 Register here
  • 5. 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. 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. GA: Marketable feature set ready for all customer production use and all functional, quality and performance requirements are complete. 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.
  • 6. Join the Release Community! Stay informed, collaborate, get your questions answered! Release Readiness Community October 6 and 7— Release Readiness Live www.salesforce.com/ReleaseReadiness
  • 7. The Lightning Experience A Whole New Sales Cloud, A Whole New Way to Sell
  • 8. The Lightning Experience A Whole New Sales Cloud, A Whole New Way to Sell
  • 9. 50 New Screens Optimized for Sales Productivity
  • 10. Home An intelligent way to start your day fast Performance Chart Track your performance to target Assistant Customized to each sales rep, to help you focus on what’s important each day Account Insights Get insights and updates that help you take action on your top accounts
  • 11. Account Insights on Home and Accounts Instant Access to Relevant News Articles Account Insights based on your Salesforce Tasks, Events, and recently viewed Accounts and Opportunities Account Insights on the Account you are viewing View a list of articles ranked according to relevance
  • 12. Contact Object Find what reps need at a glance Related Lists in wide view Twitter card Composer in narrow view Highlight panel
  • 13. Social Contacts, Accounts and Leads At a glance access to updates for accounts, contacts, and leads. Twitter Profile Twitter Image People followed in common Change Association, Remove Association, and Log out
  • 14. List Views See your data your way, with easy filters and visualization tools List View Charts Visualize your lists on the fly with a bar or donut chart Filters Anyone can add or edit a filter with a simple, visual interface Type-Ahead Search Find any list view with an easy type-ahead search feature
  • 15. Dashboards Visualize your data with beautiful charts and a flexible layout Spanning columns Give a chart the space it needs to show the right data Flexible Layout Add more components in a row with more columns available Easy Filters Add filters with a simple, visual interface
  • 16. Reports and Dashboards Home Navigation Views to help users find their reports/dashboards quickly Lists that help users find their reports/dashboards faster Reports and Dashboards now have their own home for easier access Find Reports/Dashboards that YOU created
  • 17. Dashboard Builder and Run Page New dashboard grid. Allows up to 9 columns Drag and drop components New and appealing Charts
  • 18. Reports Run Page Metrics visible without the need to scroll down New groupings format Customize chart and filter properties while on Run Page Customize chart and filter’s properties without leaving Run Page
  • 19. Reports Run Page (Continued) Introducing new Locked Filters on the familiar Report Builder Interactive Filter Panel for quick filtering. No need to navigate to Report Builder
  • 20. Pipeline Board A powerful way to visualize and work your pipeline Visualize Your Pipeline See your opportunities organized by stage, with subtotals up top Drag and Drop Move deals between stages with click and drag Alerts Get smart alerts prompting you to take action on deals that need your attention
  • 21. New Pipeline Board view on Opportunity Toggle between grid and board view Customize your list Sum of all Opportunities in this stage Alert Sales Rep when Opportunity needs attention
  • 22. Opportunity Workspace Action-oriented workspace to work your deals in flight Sales Path Customizable guidance to support your sales process Composer Create records with ease Quick View Hover over links to view details without ever leaving the page Highlights Panel See important information at a glance
  • 23. Sales Path Close Deals Faster with Sales Path Customizable Add your statuses and stages for leads and opportunities Guidance for Success Provide coaching in context at each step in the sales process, including helpful scripts, questions to ask, and tips Key Fields Present important details up top, with the ability to edit Capture key opportunity information at every stage of the sales process. Provide relevant content to help reps focus on best practices. Customize Sales Path to support your sales process
  • 24. Lead Workspace Drive Process, Productivity, and Collaboration Publisher to manage tasks, calls, events, and email Sales Path for leads Updated notes experience Updated files experience Link a Twitter profile to boost connections with prospects
  • 25. Notes Take detailed notes and relate them to multiple records Autosave Never lose a detail while you compose your thoughts Rich Text Add bullets, numbered lists, or text formatting to organize your content for easy reference Relate to Multiple Records Relate a single note to an account, contact, opportunity, and more
  • 26. Notes Home Navigate to Notes home from the navigation menu See text preview in the note list Keep the note private or relate it to one or multiple Salesforce records Include rich text in your note Search your note by title or content Auto-save your work. No save button!
  • 27. Notes from Record Home Drill in to see all notes related to the record See text preview in the notes related list Search your note by title or content Auto-save your work. No save button! Include rich text in your note Relate the same note to more Salesforce records Notes Related List Notes Editor
  • 28. Composer Take action fast on any record New Task Make a follow-up task on the fly New Event Quickly create a meeting request Email Compose and send an email, with rich text formatting, attachments, templates, and more
  • 29. Email Composer Sending an email is a standard Activity for Contacts, Leads, Accounts, and Opportunities Contact/Lead is populated by default Select from Contact/Lead/User suggestions, or enter custom email address Compose email body using rich text, including hyperlinks Insert merge fields Preview email body before sending Attach files or select from Salesforce Files
  • 30. Email Templates Creating templates is as easy as writing an email. Finding an email is even easier! One-click access to Insert or Save a Template Compose your email, save it as a Template Search for Templates 3 Lists - My Templates, All Templates, Sample Templates (My Templates is the default)
  • 31. Tasks View and update all your tasks from one place Tasks Access your tasks from a convenient Tasks page right from the navigation menu Master-Detail See your complete task list, and drill into any task, side-by-side Actions Edit a task, add comments, and change priority, status, and more
  • 32. Task List List of tasks Details about the selected task
  • 33. Tasks Access your tasks from a convenient Tasks page right from the navigation menu Master-Detail See your complete task list, and drill into any task, side-by-side Actions Edit a task, add comments, and change priority, status, and more Activity Timeline Publisher actions: Log a Call, New Task, New Event, Email Next Steps. Formerly known as Open Activities Past Activities. Formerly known as Activity History.
  • 34. Search Find what you’re looking for fast Recent Items Drop-down list of your recently- viewed items Type-Ahead Search Potential matches for your search suggested as you type Frequently-Used Objects Search results show your most frequently used objects and top results at the top
  • 35. Lightning Experience and Salesforce Classic Both experiences are available for customers to use Lightning Experience Salesforce Classic • The user experience immediately predating Lightning Experience is Salesforce Classic. • Features not yet supported in Lightning Experience are available in Salesforce Classic. • If you’re not ready to migrate all users to Lightning Experience, you can use both Lightning Experience and Salesforce Classic.
  • 36. Switching Between Interfaces is Easy Any user can switch between interfaces on demand
  • 37. Salesforce Basics App Customization Admin Trail: Starting with Lightning Experience Lightning Experience Basics Lightning Experience Features Admin Trail: Migrating to Lightning Experience App Customization Lite Lighting Experience Rollout Lighting Experience Rollout Lightning Experience Basics Lightning Components Lightning Design System Lightning Experience Development Visualforce & Lightning Salesforce User Basics Sales Rep Trail: Lightning Experience Salesforce User Tour Developer Trail: Lightning Experience Trailhead is THE place to learn Lightning Experience
  • 38. Other Sales Cloud features
  • 39. Other Sales Cloud features  Exchange Sync  Data.com Prospector  Work.com Goals and Coaching
  • 41. Users work every day in their favorite Contact and Calendar apps Contacts and Meetings are also stored in Salesforce Introducing Exchange Sync Enables any Exchange-connected app to sync with Salesforce Two-way sync
  • 43. Server-based sync engine benefits • Server-to-server sync — runs in the background, always working • Any device — Windows, Mac, iOS, Android • Easy on IT — nothing to install, central management
  • 44. Set up sync directions, behaviors, and filters for different user populations Sales Manager wants a record in Salesforce of Sales Reps’ customer meetings (events) Meeting Scheduler wants to set up events in Salesforce and have them appear in Sales Reps’ Outlook Sales Rep needs customer contact info available outside of Salesforce IT Professional needs to enable a sync technology for a diverse set of devices and OS’s Exchange Sync Configurations
  • 46. Data.com Prospector: Company Hierarchy (open beta) Visual representation of a company’s full hierarchy - branches, subsidiaries and divisions Accounts already in Salesforce are marked with an indicator and an owner, so user can quickly identify white-space User can control how deep they need to go in the hierarchy
  • 47. Other enhancements this release Expanded coverage for Hoovers firmographic fields • With expanded coverage on fields such as revenue and employee growth, users can prep for calls for millions of more companies using Prospecting Insights. Added SIC 8 digit code • Enables identification of a line of operations for a business at the most specific level for more precise reporting; available for Premium customers A select set of Hoovers firmographic fields will now get persisted on import for enhanced reporting • Premium customers will have access to it automatically within the DandBCompany object • Corp + Premium customers may customize their field mapping preferences to map a select set of attributes to the Account Object Additional fields accessible via Data.com Search API response
  • 49. Work.com  Thanks, Rewards and Skills  Work.com Goals  Coaching
  • 50. Thanks - Link directly to Chatter Post
  • 51. Dynamic Access List Access related list will only be visible if you are the badge owner or if you have access to give this badge.
  • 52. Deleting Thanks Step 1: Delete Chatter Post Step 2: Go to Badge Details Step 3: Go to Badge Received Step 4: Go to Source Step 5: Delete
  • 53. Manager Group Access for Coaching Coaching spaces can be easily shared with the manager hierarchy, making it easy to get the right level of visibility Get insights into who’s coaching, who’s not coaching and how coaching correlates to performance
  • 54. Manager Group Access for Goals Goals and Metrics can be easily shared with the manager hierarchy, making it easy to get the right level of visibility Get insights into who’s coaching, who’s not coaching and how coaching correlates to performance
  • 55. Sales Console Support Quickly access Coaching from Sales Console Quickly access Goals and Metrics from Sales Console
  • 57. Service Cloud Enhancements  Salesforce Console for Service  Case Feed Enhancements  Other Case related enhancements  Live Agent  Service Communities  Knowledge  Social Customer Service Service Cloud Enhancements – Release Notes
  • 59. Winter ‘16 sees a brand new Console, refreshed and modernized. We have focused on the look and feel of the Console to give a consistent experience, normalizing fonts, action buttons, colors and even borders. In addition, icons have been updated to the latest styles.
  • 60. NEW! Sidebar Components: Background updates to light grey so user focus is on the record. NEW! Footer: Font and icon updates. NEW! Sidebar Components: Font, header, title, actions and icons consistency. NEW! Updated icons! The Console now uses Salesforce Lightning icons.
  • 61. NEW! Uniform component title headers. NEW! Focused Primary tab is defined extremely clearly with contrasting white background color. Individual tabs separated by high contrast borders. NEW! Uniform action region for actions, drop downs, info bubbles, links etc.
  • 62. Subtabs keep existing selected and focused states so there’s no conflict with primary tabs.
  • 63. NEW! Salesforce Lightning Header. This is the same header as the new Salesforce Lightning experience. NEW! Search has moved to center justified search box. NEW! Header text is now replaced by icons.
  • 64. Sample branded Console Custom header logo, custom header, primary tab and footer color.
  • 65. NEW! Search and Quick Create Lookup Component. Create contacts, accounts etc directly from Case. NEW! The Knowledge One component is now rendered as a standard component! That means like other standard component it loads fast and is responsive. It automatically sizes itself hides itself based on available real estate. NEW! Quick Create Lookup Component. Create contacts, accounts etc directly from Case.
  • 66. NEW! All new list view look and feel. Better spacing, better padding. NEW! Icon based edit and delete actions. Additional column for bulk macro results when enabled. List view retains all the functionality of the existing list view.
  • 67. NEW! The new list view is responsive, which means that it looks great in both a full screen and pinned view.
  • 68. NEW! Text in row 1 of a pinned list record now wraps to up to 3 lines. In this example you can see the case subject wraps to a second line so the user can see the full subject. NEW! List view in pinned mode now wraps content. First column gets its own full row. Subsequent columns aligned in row 2.
  • 69. Ability to quickly navigate in pinned mode retained. NEW! List view buttons now wrap and align responsively to make best use of real estate in pinned mode. List views presented as top item in pinned mode (“All Cases” shown here)
  • 70. NEW! Edit and delete icons available on hover over list view record.
  • 71. NEW! Zoom on pinned list!
  • 72. Zoomed list view lets you quickly view your list view full screen and more detail quickly. Previously you had to close all your tabs to get back this view. New! Just clicking on any item in zoomed list view mode breaks you out of zoom. New! Ctrl + clicking on any item let’s you stay in zoomed mode and keep opening other items!
  • 74. New Feed based Layout If one unique field is displayed in the Highlight panel, it’s rendered bigger Simple orange icon for externally visible feed itemsNew inline Feed Filters New publisher Icon style
  • 75. Search, Create, Update from the Sidebar Search, Create or Update any Case lookup from the Sidebar
  • 76. Create If the contact isn’t in the list, clicking “New Contact” will display a New form in the Sidebar. It’s also possible to create a new Contact from the Search drop down
  • 77. Enhanced case feed filters Filters can be displayed in line under the publisher actions the filter labels are always visible so the agent is one click away to switch context and find relevant items
  • 78. Customize the filtering experience Filter on Feed item visibility - What the customer can see vs what other agents see Filter on any Case child (standard or custom) Group multiple communication channels in one filter Define your own filter labels and filter criterias
  • 80. New attachments capabilities from the Email publisher Use Attachments
  • 81. File Widget Drag and Drop Drag a file from the File Widget Drop it into the Email Publisher
  • 82. New feed based layout on Assets Quick actions and Global actions are available in the publishers.
  • 83. Case has its own UI in Lightning Experience Feed items are displayed right below the publishers actions Detail page is displayed in the right sidebar Feed is displayed first, with access to the publisher actions defined in the Case page layouts
  • 85. Live Agent Enhancements  Block Sensitive Data in Chats  Let Agents Raise a Flag for Help  Empower Your Supervisors to Assign Skills to Agents  Extreme Makeover II: Live Agent Edition  Time Customers Out After a Period of Inactivity  See IDs of Attached Records in Your Post-Chat Data Live Agent Enhancements – Release Notes
  • 86. Sensitive Data Handling Prevent sensitive data from being exchanged and stored in chats Block specific patterns, such as credit cards, Social Security, phone and account numbers, or even profanity. Remove the text or remove/replace it with preferred characters Block the text from agents, supervisors, customers, or all the above
  • 87. Let agents raise a virtual “flag” for Supervisors from active chats Supervisors alerted on the Live Agent Supervisor Panel and can immediately monitor and whisper on the chats Either the agent or the supervisor can “lower” the flag when the issue is resolved. Help your agents get the help they need Raise Flag for Supervisor Assistance Agent Raise Flag: signal for supervisor attention while chatting Supervisors: view flags and can monitor / whisper to agents
  • 88. Modernized Customer Chat Experience Brand new look-and-feel for your out-of-the-box customer experience Participants’ names are bolded and repeat only when the “speaker” changes Agent responses align left, and customer responses align right, to better represent a dialog between the parties Different background colors help distinguish who said what (blue = agent; white = customer) Save and End Chat buttons have more prominent locations Timestamps added.
  • 89. Automatic Customer Time-Out Don’t leave your agents hanging and save time Automatically end chats when customers don’t message or respond Specify how long to wait before warning and timing the customer chat out Includes a countdown timer to set customer expectations
  • 90. Example in Action Configurations Automatic Customer Time-Out Example Setting Explanation Example Enable Customer Time-Out Turn on the time-out for the button/invite Customer Time-Out Warning When to warn before timing out At 120 seconds, display and warn the customer the chat will end if they don’t respond Customer Time-Out When the chat will time-out and end At 180 seconds, end the chat 120 seconds after not getting a message from the customer, the time- out warning appears Customer gets a countdown timer that pulsates and the window title changes Chat ends and customer is presented with a message that it timed out
  • 91. What else is new in Live Agent: Attached Record Ids Added to Post Chat Data Post-chat lets you share information with customers at the end of a chat. For example, you can direct customers to another web page, or forward them to a survey about their chat experience Post-chat data has always included details about the chat and now includes the IDs of the Salesforce records attached to the chat, such as the case, contact or lead Permission to Assign Skills to Users Empower operational staff, not just administrators, to adjust skill assignments. Once upon a time, assigning skills to your agents required a middleman: your administrator. But no more. We’ve added a permission, “Assign Live Agent Skills to Users,” that can give this power to directly to your supervisors (or anyone else who needs it). Users with the perm have access to Setup > Customize > Live Agent > Skills and can update the assigned profiles or users under each skill
  • 93. Next generation Self-Service Enhancements  Customizable Templates  Article voting  Multilingual Support Service Communities – Release Notes
  • 94. Customizable Templates Drag and drop with custom components now supported in the Community Builder Library of components to add to page Drag and drop components onto the page from the library Create a new page with a layout of your choice Build or download custom lightning components to add to the template Change component attributes on the right panel Koa Template Napili Template
  • 95. Article Voting Improve your knowledge base with feedback from the community Community users can now give thumbs up/down on articles NOTE: Article voting is only available to logged in community users, not guests. User votes are stored and reportable in Salesforce
  • 96. Multilingual Support Customers can now support a multilingual site and knowledge base NOTE: Available languages can be set up in the community builder. Label translations can also be uploaded there for desired languages. Guest users can choose their language from a picker showing the site’s supported languages. The default language will be set based on the browser language on first visit and based on cookies for subsequent visits.
  • 98. Knowledge Enhancements  Solve cases faster with Knowledge in the Salesforce1 Mobile App  Reports and Lists of Knowledge Users  Article URLs for Communities in the Salesforce Console Case Feed  Thumbs Up or Down Ratings Count in Your Vote reports  Improved Performance for Knowledge One in the Salesforce Console Knowledge – Release Notes
  • 99. Key Capabilities Knowledge Articles GA in Salesforce1 hybrid mobile phone apps (Android & iOS)
  • 100. Key Capabilities Knowledge Articles GA in Salesforce1 hybrid mobile phone apps (Android & iOS)
  • 101. Key Capabilities Report on (or create lists of) users with Knowledge User selected in their profile “Knowledge User” can be used to filter a user report and/or can be displayed in the report.
  • 102. Key Capabilities Insert Community URLs for Articles in Case Publishers in Console When selected from the action, this link will take the user to the Article in the related Community rather than in the internal org record for the Article.
  • 103. Key Capabilities Thumbs up/down article rating counts in VoteStat report Vote Counts: Previously this report only showed counts for stars (1 - 5). However, now, if the Org has switched to Thumbs up / Thumbs down ratings, they will see vote counts for Thumbs up and Thumbs Down in this report.
  • 105. Social Customer Service Enhancements  Approve Social Posts Before they are Public  Default Response Handle Social Customer Service – Release Notes
  • 106. Social Post Approvals - Agent’s point-of-view Submit your posts to your supervisor and see approval status in the case feed 1. Draft 2. Pending The green Tweet/Post button is renamed Submit for Approval if you’re required to get posts approved A colored bar in the case feed clearly indicates the post’s stage within the approval process When a post is approved, it is automatically published to the social network 3. Approved
  • 107. Social Post Approvals - Administrator Setup point-of-view Build approval processes for social posts and define which users require approvals 1. Activate the feature 2. Build social post approval process 3. Assign permission set to users
  • 108. Social Post Approvals - Social Care Supervisor’s point-of-view Approve or reject posts individually or from a list of social posts. A variety of methods are available.
  • 109. Default Response Handle Choose which managed social account will be the default author for replies
  • 111.  Community Builder  Moderation Enhancements  Community Management and Insights Communities Enhancements
  • 112. Community Builder Extensibility Drag & Drop components, including custom Lightning Components, to build pages 3a. select from standard components 3b. Build your own custom Lightning components or reuse Partner built components 3. Add Lightning Components to build your page 2. Intuitively drag & drop components onto page regions 1. Create New Page
  • 113. Community Builder Extensibility Customize Napili Template Navigation with Salesforce Objects, Internal Site Pages, External Links, Topics & Custom Header Add new Menu Tab here and then customize on the right side Makes pages available to public, unauthenticated users and web searches Each step in configuring the Navigation is scoped by the previous choice Navigation bar can contain up to 20 tabs Add custom Header Component: community part of website navigation
  • 114. Community Builder - Page Management Override and manage pages for Records, Lists, Home and more New Page Management option for designers Manage all standard and custom pages
  • 115. Admins can customize the navigation menu beyond topics Napili Template Extensibility (end-user) Ability to expose standard objects (Accounts, Contacts, Cases, Tasks & Events) and Custom Objects Ability to add tabs that link to pages in the template or external links
  • 116. Users can access object list views* Napili Template Extensibility (end-user) Users can view standard list views and custom list views shared with them Users can view their records and go into the record detail view User can create a new record with the right permissions (supports record type) *limited to accounts, contacts, custom objects and cases
  • 117. Users can view record detailed pages and collaborate on records* Napili Template Extensibility (end-user) Record headline Record detail view Related list Chatter publisher (text/content post) and feed for record collaboration Record detail page determined by the page layout *limited to accounts, contacts, custom objects and cases
  • 118. Moderators can create keyword lists in seconds Community Moderation Moderators can create criteria (keywords list) for different purposes
  • 119. Moderators can create moderation rules to block, replace, or flag user content Community Moderation Moderator can create multiple rules to moderate user-generated content Moderator can add multiple criteria When a matching keyword is found, one can block the contribution (user message customizable), replace the keyword with “*”, or flag the post Rule can be active or inactive
  • 120. Article Management Community managers can add topics to any article New “Article Management” page Click on the pencil icon to see article details and manage the topics on the article Select data categories to filter articles
  • 121. Admin can install the Communities package to get OOTB insights and dashboards New Communities Package Admin need to install the Winter’16 version of the Communities Dashboard package to get Insights reports and the new dashboards Insights report folders OOTB Insights reports installed with the package New row in dashboard settings to setup the console home dashboard
  • 122. OOTB Insights pages installed by the package Moderators get a health dashboard on the console home page Console Dashboards Dashboard installed by package One-click to update the dashboard (title, metrics, charts) View into Community health metrics View into Community trending charts (adoption, engagement)
  • 123. Insight let community managers monitor recent activity from the console Community Insights Click to view the member profile Each insight page comes with a set of pre- built insight reports View adoption and engagement metrics OOTB Insights pages installed by the package
  • 124. Insight are easy to setup and each report can be customized in one-click! Community Insights (cont’d) Admin simply needs to map the insight page to a report folder to expose all insights reports Admins can add, remove, or update Insights mapping from the settings page Moderators can edit the insight report in one click to add/remove a column or update the report filterThe package installs 6 Insights pages and reports
  • 126.  New Groups user Interface in Lightning Experience  Profiles in Lightening Experience  Rich text Feed posts  @mentioning Groups on Records  Redesigned Email Notifications Chatter Enhancements
  • 127. Groups in Lightning Experience A clean, elegant new look for Chatter groups in Lightning Experience. A distinctive banner indicates each type of group.
  • 128. Profiles in Lightning Experience A clean, elegant new look for Profiles in Lightning Experience. Simply click the “User Detail” button on a profile to access the User Record.
  • 129. Rich Text Feed Posts via UI & API Rich Text posts in Winter ‘16 support the following features: 1. Bold 2. Italics 3. Underline 4. Strikethrough 5. Numbered Lists 6. Bulleted Lists 7. Remove Formatting 8. Editing 9. Topics 10. At mentions
  • 130. @ Mention Group on Records If you @mention a group from the feed on a record, the record will show up in a related list on the group. This makes it extremely easy to use a group to collaborate on one or more records. The group also shows up on the record as well on the groups card.
  • 131. Files
  • 132.  Reinvented Files in Lightning Experience  Dramatically increased speed and quality of the file pre-viewer  Files Connect in Communities  Freeze Resharing Files Enhancements
  • 133. Connected, Compelling & Completely Unified Files Experience in Lightning File Home Central place where users can find and get access to all their files. Views included in the Winter 16 release include “Recently Viewed”, “Owned by Me”, “Shared with Me” and “Recent”. Files Detail Page A details page which admins can configure in terms of page layout and where users can learn more about any particular file
  • 134. File Preview Player Enjoy Fast, Beautiful File Previews Quick Access to Download, Upload New Version, Delete, and File Details Crystal-Clear Render Quality Page or Scroll Continuously Through Documents HTML 5 based. SVG Previews. No more Adobe Flash
  • 135. Files Connect in Communities Collaborate on external files with customers & partners
  • 136. Freeze Resharing All users can see frozen status if a file is frozen. File Owners can share frozen files
  • 137. Salesforce App Cloud Note: For a comprehensive review of developer features, please go to https://developer.salesforce.com/releases/release/Winter16
  • 139. New Login Experience New Login screen New User switcher Link your salesforce account with a 3rd party auth. provider Change password
  • 140. Lightning App Launcher ● Maintains consistent Lightning feel ● Enables drag and drop functionality ● Enables search for connected apps
  • 141. Setup ● Enables easy drag and drop of connected apps ● Enables admin one- click visibility of connected apps for users
  • 143. Key Capabilities - CRUD External Records can be created in Salesforce UI External Records can be updated in Salesforce UI External Records can be deleted in Salesforce UI
  • 144. Key Capabilities – Odata 4.0 Support Odata 4.0 support will allow customers to use Lightning Connect to consume data published by Odata 4.0 data sources
  • 145. Platform Encryption Encrypt Sensitive Data while Preserving Platform Functionality
  • 146. Key Capabilities Turn encryption on custom field types, declaratively or via the MDAPI While data is strongly encrypted at rest, field length is not affected Files and Attachments can be encrypted while at rest in just one-click Manage organization encryption keys declaratively via the Setup UI or API, including Generate, Rotate, Export, re-Import and Destroy Keys Text Text Area Text Area (Long) Email Phone URL Turn encryption on standard fields, declaratively or via the MDAPI • Group encrypted fields in Reports • Search encrypted data via S1 mobile devices • S1 Related lists functionality is restored
  • 147. Classic Encrypted Custom Fields vs. Platform Encryption On the Account object, you can encrypt the Account Name field. On the Contact object, you can encrypt Email, Fax, Home Phone, Mailing Address (Mailing Street and Mailing City), Mobile, Name (First Name, Middle Name, and Last Name), Other Phone, and Phone fields. On the Case object, you can encrypt the Subject and Description fields as well as the Case Comments Body field. REFERENCE: Check out the Comparison article on Help &Training