Salesforce Winter 17 Release Overview

Release Overview Deck
Winter ’17
Prepared by Technology Communications & Readiness

Forward-Looking Statements
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 product or
service availability, 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 developing and delivering new functionality for our
service, new products and services, 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 outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, 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, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, 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.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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Winter ‘17 Release Milestones*
Staggered Release (R1)
Saturday, 10/8
(NA6, NA7, NA8, NA9, NA17,
NA18, NA22, NA28, NA29, NA31
EU5, EU11)
Pre-Release
Sign-up
Thursday,
8/18
Saturday 9/17
(NA44, NA45)
Sandbox Preview Window
Friday, 9/9
(CS80)
Saturday, 9/10
(CS2, CS3, CS4, CS5, CS7, CS9, CS11,
CS12, CS13, CS14, CS15, CS17, CS19,
CS20, CS21, CS23, CS25, CS26, CS27,
CS28, CS30, CS31, CS32, CS41, CS42,
CS44, CS45, CS51, CS59, CS61, CS63,
CS81, CS83, CS87)
Aug Sep Oct
Preview Release
Notes 8/19
Friday, 10/14
(EU0, EU1, EU2, EU3, EU4, EU6, CS82, CS86, CS89)
Saturday, 10/15
(NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14,
NA15, NA16, NA19, NA20, NA21, NA23, NA24, NA25,
NA26, NA27, NA30, NA32, NA33, NA34, NA35, NA37,
NA41, NA48, AP0, AP1, AP2, AP3, AP4
CS1, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS33,
CS40, CS43, CS50, CS52, CS60, CS62)
Release Website
8/26
Release Readiness LIVE
Wednesday 9/14
Thursday 9/15 REGISTER
Sandbox Cut-off
Date 9/2
*Read the Blog*
MVP Webinar: Mastering
Your Release Strategy, 9/7
REGISTER
* All dates are subject to our Forward Looking statements - http://bit.ly/SFForwardLookingStatement
** Check the Release Community group for updates - http://bit.ly/ReleaseReadinessHome
Webinar: Updated
Lightning Navigation
& Apps 9/21
REGISTER
Developer Preview LIVE
9/9 REGISTER
View detailed schedule:
trust.salesforce.com
Release Overview
Deck (ROD)
Available 9/12
Release Matrix
Available 9/16
Trailhead Module
Available 9/30

Sales Cloud
Including Lightning Experience

Sales Cloud – Powered by Lightning
• Mass Actions: Campaigns & Leads
• Sales Path & Product Schedules
• Filter the Activity Timeline
• Monthly calendar view
• Inline editing in List Views
• Field level help text
• Report Navigation & filtering
• Enhanced Charts
• Executive News on Accounts
• News on Contacts & Leads
• Account Logos
• Lead Merge
• Quotes
• Contracts
• Customizable Campaign Influence
• Lightning Email: Reply & Forward
• Lightning Voice: Calling features
• Kanban for Leads, Contracts, Campaigns
• Salesforce Engage
• Lightning for Outlook (beta)
See the feature impact tables in the Release Notes to find out when and how these features
become available
Lightning Experience Features

Sales Cloud, Salesforce1 & Analytics Cloud
• Operational reports &
Dashboards
• Trend in Wave
• Wave Everywhere notifications
• Wave Dashboards: embedding
• Improved Annotation
• Dashboard Designer GA
• Chart enhancements
• Wave mobile for Android
• Dashboard designer for iOS
• Scatter Plot / Bubble Charts on
iOS
Contacts to Multiple Accounts
• Person Accounts
• Custom fields
• Validation rules
• Triggers
Customizable Campaign
Influence (GA)
• Multiple campaigns on opportunity
• Campaign influence & Influenced
Opportunties related lists
• Custom report types
• Actionable notifications
• Enhanced charts
• Forecasts app
• Content libraries
• Compliance Features
• Account logos
• Spotlight Search
• Send text Action
• Products & Pricebooks
• Contacts to Multiple Accounts
Other Sales Cloud
become available
Salesforce1 Mobile Analytics Cloud

Executive News Available on the account records only
Available on Account records only
Newsaboutexecutives appearsintheNews
componentonAccountrecords
Now you can catch up with
significant events and changes
about executives related to your
accounts.
Use case
Prepare for meetings by reviewing
news about accounts and leading
executives

News on Contacts & Leads
Have the most prepared sales reps in
the world by giving them access to the
latest, most timely news about the
people they’re trying to sell to.
News items are selected based on the
contact’s related account, its
executives, and its industry, and come
from US-based sources.

Users can share articles on Chatter feed
with comments and @mentions
Share on Chatter
Share news related to accounts, contacts, opportunities and leads
Share a news article on
your team’s chatter feed to
make sure everyone is
aware of significant events
Improve team engagement and
productivity by making sure everyone is
informed and up to speed

Account Logos and Autofill are now Generally Available
Logos help you easily identify your accounts
Logos are automatically displayed on
account pages and list views helping users
easily identify their companies
Logos help you easily identify your
accounts. Just turn on the feature
and your accounts will
automatically have logos (when
available on US based accounts).
No need to manually associate
logos using Twitter or Facebook
Not happy with the logo? Flag it for
internal review and an admin can
remove it.

Contacts to Multiple Accounts &
Person Account Enhancements

Contacts to Multiple Accounts
Now associate a Person Account as a related contact to a Business Account
* This feature is also available in Salesforce Classic
Associate key individuals to
the companies you do
business with
Add Custom Fields to capture
key information about an
account contact relationship

View and manage relationships on the go in Salesforce1

Drive business processes and ensure data quality
Support for Validation Rules on the Account Contact Relationship object
Increase data quality by enforcing
company standards with Validation
Rules
Example:
As an admin, I want to make sure
users can’t change the start date
for a relationship

Triggers are now supported for Account Contact Relationships
Perform custom actions before or after changes to relationship records
Automate business processes to
improve the user experience

Customizable Campaign Influence
Winter ‘17 Release

Customizable Campaign Influence (Generally Available)
Assign Credit for Opportunities to Multiple Campaigns
See which campaigns influenced an
opportunity
Get Sales and Marketing on the
same page - give credit to
marketing for helping drive new
pipeline and close deals.

Users can
understand which
campaigns
influenced
opportunities,
along with the
associated revenue
share
The Campaign
Influence related list
only displays records
for the attribution
model designated as
the primary model in
Setup.
Campaign Influence Related List on Opportunities
Quickly understand which campaigns helped move an opportunity forward.
Administrators can add the
campaign influence related list to
opportunity page layouts

See how many opportunities a campaign generates
Influenced Opportunities on campaigns
Quickly view which deals have
been generated and closed with
help from a marketing initiative
As a marketing manager, I want
to understand which
opportunities were generated
for my campaigns.
The Influenced Opportunities
related list only displays
records for the attribution model
designated as the primary
model in Setup.

Campaign Results
Quickly understand the pipeline generated for a given campaign.
How much opportunity pipeline has
my campaign generated?
Shows the revenue generated
by the campaign, based on the
attribution percentage on the
campaign’s influence records

Setting up Campaign Influence
Enable Customizable Campaign Influence and define default attribution model
Disabling Customizable Campaign
Influence reverts the Org back to the
Legacy Campaign Influence feature.
Deploy custom models for more
flexibility in how revenue is
attributed to campaigns
Out of the box, the Salesforce
influence model attributes 100%
revenue credit to the primary campaign
and 0% to any other campaigns users
assign to the opportunity. To attribute
revenue more flexibly to campaigns,
create custom influence attribution
models.
Example custom models:
1. Create a model that evenly
distributes credit for an opportunity
across all campaigns that touched it.
2. Create a model that gives 100%
credit to the first or last campaign
that touched an opportunity.

Custom Report Types to analyze Marketing’s impact
Help management understand how marketing has impacted pipeline
Understand the revenue impact of your
campaigns and make smarter marketing
decisions.
Users can create several custom report
types to join existing Salesforce standard
objects with campaign influence.

Lead Merge

Find and Merge Duplicate Leads
Understand and resolve duplicates on the fly, right in Lightning Experience
Role Use case
Sales Rep View Duplicate Leads before reaching out to a prospect
Sales Rep I am working a lead, and would like to see whether
there are other Sales Reps working this lead before I
reach out
Admin Clean up bad Lead data by combining the best
information available across multiple records.
View potential duplicate leads
every time the record detail
page is loaded.
Powered by Salesforce Duplicate Management technology,
which is a free feature for all Salesforce customers.

Merge Duplicate Leads
 As in Classic, all related activities and campaign memberships are also
merged.
 Getting rid of duplicate lead records prevents multiple reps from contacting
the same lead
 Improve data quality in your org
Select individual fields from up to
three records at a time to combine
into one record.
You can also choose to
see all fields
Focus on just the fields that
are different

Quotes now in Lightning Experience and Salesforce1
Sales users can view and create quotes from their opportunities
Quotes & quote line items
available in Salesforce1
View, create, edit and delete
quotes and quote line items
Quote PDFs can also be
created and viewed in
Lightning Experience

Contracts in Lightning Experience
Manage the entire lifecycle of contracts associated with accounts and opportunities
Create, update, and delete
contracts for accounts and
opportunities
Manage contract contact roles,
notes, files, tasks, events, and
the contracts approval process.
Use case
Manage new purchase and
renewal contracts in
Lightning Experience.

Chatter Integration on Contracts
Use Chatter to collaborate during the contract management process
Use case:
A sales manager wants to involve
colleagues from Finance and Legal in
the contracts review approval process
Share information, updates, and
documents and to monitor
status and key field changes on
contract records.

Kanban for Leads, Contracts and Campaigns
Visually display your work and see how it’s progressing
View Leads, Contracts and
Campaigns by Stage
Filter your data from this
view
Toggle between Grid and
Kanban View
Simple drag and drop of cards to
advance your work to the next
stage

Kanban Use Cases
Role Use Case Example
Sales Rep Visually see the progress of
your work.
• I want to know what I need to do and when.
• I want to see a high level view of all my leads, contracts, or campaigns by
stage.
• I want to see a count of all my records per stage.
• I want to easily change the stage of a lead, contract or campaign by
dragging a card from one column to the next.
• I want to see the top 4 fields display on each card.
Sales Manager Get a high level view of
what your team is working
on.
• I want to see all my rep’s opportunities and see which one needs my
attention.
• I want to see which part of pipeline I need to focus on by the total amount.
• I want to easily change the stage or add an activity during my 1:1 with my
reps.

Required Fields on Drag and Drop
Advance your work to the next stage by filling out the required fields from Kanban
Edit screen is surfaced when fields are
required before dragging your card to
the next column
Now reps can fill in fields required
to move a record to a different
stage or status from within the
Kanban view

Load Kanban for every list - Multiple Record Type Message
Display Kanban view from a List that includes multiple record types
The filter panel on the right
will open to prompt you to
filter on a single record type
Receive a message
explaining that you need to
filter on a single record
type
Kanban Stencil appears in
the background

Opportunities

Sales Path Setup Improvements
Quickly verify and update your Sales Path status
Now you can find out in a
glance which of your existing
Sales Paths are available to
your users and which you
saved to activate later.
When you’re ready to make a
new Sales Path available,
activate it with a single click
Activate or deactivate sales paths
without leaving the primary setup
page
See immediately whether
sales paths are active or
inactive

Product Schedules Enhancements
Add and view Product Schedules in Lightning Experience
Divide your products based on
quantity or revenue
Improve data quality for
reporting by maintaining
product schedules
Add products with schedules to
opportunities anywhere,
any time in Lightning
Experience and
Salesforce1.
As a insurance sales rep my term
life insurance product should be
broken up into 12 monthly revenue
payments.
This schedule will allow my
organization to properly track
revenue in our reporting

Activity Timeline

Date Range Filters in Activity Timeline
Filter the Activity Timeline to show the content that’s most relevant to you
Click to reveal filters
Use the filter settings to see only the
activities you want.
Filter down activities data
based on activity type or date
range

See a Monthly View of Your Calendar Events
Personalize Calendars with Different Colors
Create and overlay multiple,
color-coded calendars
Month calendar view

Reply to and Forward Emails Right from Salesforce
Easily follow up on an existing conversation or forward emails
Replies & Forwards pop
up the Docked Email
Composer
Reply, Reply All or Forward from
the Email Message Detail Page
Reply, Reply All or
Forward from Email
Activity in the timeline

Access Voice from the Utility Bar
Easily access your call history, quickly dial past numbers
It’s easier than ever for your
sales reps to access the
numbers that they interact with
most..
Click the name of a record to
see the detail page, or click
call button to place a call.
Sales rep can see missed
call notifications

Optimized for sales professionals
Streamlined dialing, note taking, and call logging experience
Your reps can click the dial pad box while
on a call to toggle between the dial pad and
call notes.
Other than click-to-dial from an existing phone
number, user can now dial directly from the keyboard
or on screen keypad.
Your sales reps no longer need to have a phone
number associated with a record to place a Voice
call. They can use the keyboard or the virtual dial
pad to enter phone numbers or extensions.

No need to worry about missed calls!
Sales reps are now notified about them
Missed call alerts appear in
the Notifications drop-down.
User can easily identify missed
calls from the Call History panel.
Your sales reps can also enter a
forwarding number so they never
miss that big sales call.

Mass Actions & Inline Editing (Beta)

Quickly Add Multiple Members to a Campaign
Add campaign members in bulk from list views
Search and select
campaign
Add to Campaign
button
Select member status
Row Counts
Checkbox to select campaign
members
Now you can add up to
200 Leads, Contacts, or
Person Accounts to a
Campaign in Lightning.
Row counts help you keep
context as you scroll
through results.

New Mass Actions on Leads
Quickly assign a bunch of Leads to
yourself
I select the queue for the leads
who responded to a survey and
add up to 200 by checking 1 box.
Send Engage Email
Send a lot of emails at once
I met 150 new people at a conference last
week. Using Mass Actions and Pardot I can
select those 150 people, click the Send
Engage email button, and send them all a
customized email.
Checkbox to select Leads

Fast and easy editing within a List View
Save time by editing multiple records from a list view
Fields that have been
edited
Quickly edit a picklist
Quickly update Opportunities
Each week a salesperson
needs to update their pipeline;
with inline edit they can do it
all from their List View
Easily update case status
An agent can quickly update
the status of various cases
without having to go into the
record

Get Field-Level Help in Lightning Experience
View help by hovering over the info icon next to a field

Salesforce Engage in Lightning

Salesforce Engage in Lightning Experience
Remaining email count for the day is
now displayed when you are
redirected back to the list view
Send personalized emails
at scale from list views
Send tracked one-to-one
emails directly from a lead or
contact record
Add leads and contacts to
nurture programs to stay
top of mind

Engage Campaigns - Locked Template Regions
Engage Campaigns - Locked Template Regions
The unlocked icon indicates
which regions can be edited by
the sales rep
Maintain brand standards and legal
disclaimers
Marketers now have the ability to
designate which regions in templates can
be edited by a sales user and lock regions
they do not want edited. This allows reps
to have access to marketing approved
content, but ensures that branding
standards and legal disclaimers remain
intact.

Engage Reports - Custom Date Filters
Engage Reports - Custom Date Filters
A custom date picker is now
available so reports can be
pulled over longer time periods
Drill into which prospects are opening
and clicking emails.
Sales reps will now be able to pull
custom date ranges in reports to
analyze data across the duration of
the entire sales cycle.
Pull a report of which templates are
performing best
When I want to know which
templates are resulting in the most
open rates in the past quarter, I
want to pull a report so I can send
top templates to my open
opportunities.

Lightning for Outlook
Lightning Sync

What’s new in Winter ‘17
Customizable content via App Builder (Beta)
When businesses care about displaying other records than People,
Accounts, Opportunities, or Cases, or if they want to show custom
Salesforce functionality in Outlook, they can define custom Lightning
components or obtain packaged ones from AppExchange vendors.
Compatibility with Salesforce Shield’s Platform
Encryption
Salesforce orgs that have enabled Platform Encryption can now deploy
Lightning for Outlook.
Users without the VED (View Encrypted Data) permission may not see all
Salesforce records relevant to Outlook emails/events.
Lightning for Gmail (Pilot)

Customizable content via App Builder (Beta)
Replace standard Lightning for Outlook content with custom Lightning Components
App Builder customization
shows in Lightning for
Outlook
Out-Of-The-Box components include
People, Accounts, Opportunities,
Cases and Other Related Record
related to emails and calendar
events.
With App Builder, customers get
access to other standard
components such as Rich Text,
Recent Items, and Report Chart,
and they can also define new custom
Lightning components or get
AppExchange components from
partner vendors.
.

Enable customization with App Builder
In Lightning Setup> Lightning for Outlook Settings, enable
customization with App Builder (beta).
Click on New in the Email Application Panes area
In Salesforce Classic, go to Setup> App Builder and
create a new Email Application Pane

Drag and drop components in Lightning for Outlook,
Gain full control over Salesforce details shown in Outlook
Components may have
additional properties
AppExchange and custom Lightning
Components appear in the Custom
section
Intuitive, visual interface

Lightning for Gmail - Pilot
Gmail users can view Salesforce
content relevant to emails such as
People (Contacts, Leads, Users),
Accounts, Opportunities, and Cases.
Content displayed by Lightning for
Gmail is customizable with the App
Builder.

What’s new in Winter ‘17
OAuth 2.0 option for Office 365
Calendar events automatically relate to
Contacts and Leads
Google Calendar sync (Beta)
Compatibility with Salesforce Shield’s
Platform Encryption

OAuth 2.0 connection option for Office 365
Office 365 customers can connect via
OAuth 2.0 instead of Basic Auth
(Exchange service account
credentials)

Sync events one-way from Google Calendar to Salesforce
Google Calendar Sync (BETA)

Events that sync get related to Salesforce records, based on invitees’ email addresses
Automatically relate events to Contacts/Leads

Data Exchange
Industry Data Enables:
Process automation
Analytics
Predictive Models
Industry data at the click of a mouse
MCH Education
Deep firmographics for
K-12 education, such as
school relationships,
enrollment levels,
student services, and
student demographics.
Bombora
Models B2B
purchase intent
across 2,800
topics.
HG Data
Installed technology
information, such as
whether a given
customer runs
Oracle, MySQL, or
DB2.

Enrich Accounts with Company Information
Know your accounts
Segment customers and plan
territories
Real time cleaning
Support for all D&B countries
Premium D&B company data
Now in Lightning Experience for Premium Clean Customers

Salesforce1 Mobile App
• Actionable notifications
• Enhanced charts
• Forecasts app
• Content libraries
• Compliance Features
• Account logos
• Spotlight Search
• Send text Action
• Products & Pricebooks
• Contacts to Multiple Accounts
• SalesforceA rebuilt!
become available

When a Chatter notification pops up on your
downloadable app device, like your iPhone, Android
phone, or watch, you can like or mute the item right from
the notification. Even when your screen is locked, you
can take action.
If you have an Apple Watch, then you can also Like and
Mute on your wrist. In addition, you can also see part of
the message from the post or comment within the lock
screen notification.
Actionable Chatter Notifications
Available On
With v11 Client

These charts are more interactive, and
are designed to allow you to explore your
data and gain insights more easily.
 Tables include user pictures and
conditional highlighting
 Metrics are resized for better
readability
 New chart types available including
cumulative line, Scatter and Gauges
showing percentages
Enhanced Charts are Default Enabled for all orgs/users
Available On
With Winter ‘17

Sales executives, managers, and representatives will be
able to view their forecast data on Salesforce1 for iOS
and move up and down the company hierarchy.
Managers will be able to see how their team is doing
against their quota on the go and users will be able to
view the opportunities that fall under each forecast
category.
Running your business from your phone is a key benefit
of Salesforce1. The forecasts feature will give users a
top down view of their business wherever they are.
Forecasts app in iOS
Available On
With v11 client

Salesforce1 users will now be able to access files stored
in content libraries.
They will be able to save files offline, view previous
versions, and share with colleagues.
Content library support has been a top customer
request. Salesforce1 users will now be able to access
curated content stored in their organizations content
libraries.
Content Libraries
Available On
With v11 client

Compliance Features
Trust is our #1 value and Salesforce1 is giving Administrators additional
functionality to lock down Salesforce1 to meet industry requirements.
Available On
With v11 Client
Customers that require additional control over the
information within Salesforce1 will have the option to
lock down S1 beyond what’s already offered.
Through a connected app attribute, admins can:
 Disable copy and paste functionality
 Force a specific email client when tapping on a
email link or action
 Ensure there is NO way to share a file in S1
 Block printing of files

Logos on Accounts
With the Winter ‘17 release, Salesforce1 users will see Logos for some of their accounts
when the Account Logos features is enabled.
Available On
With Winter ‘17
You no longer have to manually associate Twitter
profiles to Accounts for an image to appear in
Salesforce1. Just flip on the Account Logos feature
in Account Settings and you will see logos for your
US-based accounts!
Users can flag logos for review to indicate an
accuracy or appearance issue. Only Admins have
the ability to remove logos.

Spotlight search
Use iOS Spotlight search to find recently viewed people and contacts
Available On
With v11 client
Spotlight Search provides users an incredibly easy way to
find recently viewed people and contacts.
Users can also search for objects and custom objects in
stage left.

With the Winter ‘17 release, Salesforce1 users will finally
be able to send text messages from Salesforce1
The ability to send text messages from Salesforce1 is a
vital capability and a common request from our
customers.
Send Text Action
Available On
With Winter ‘17

Add Products to Opportunities in Salesforce1
Quickly find and add products to your Opportunities in Salesforce1
Native Add a Product
Action on the Products
Related List
You need a Price Book if
you don’t already have
one on your opportunity
Select your Price Book Enter your Opportunity
Product Details

As part of the Winter ‘17
release, we have enhanced
the user experience for
Contacts to Multiple Accounts.
This includes a new detail
page for the Account Contact
Relationship along with the
ability to associate a Person
Account as a related contact to
a Business Account.
Contacts to Multiple Accounts Now Even Better
Available On
With Winter ‘17

SalesforceA
The mobile app for admins has been fully rebuilt!
• Real-time Trust Status
• Reset passwords
• Assign permission sets
• Freeze users
• Edit users
• Access to Trailhead, Success Community,
Release Notes & Admin News
Available on:

Sales Cloud, Salesforce1 & Analytics Cloud
• Trend in Wave
• Wave Everywhere notifications
• Wave Dashboards: embedding
• Improved Annotation
• Dashboard Designer GA
• Chart enhancements
• Wave mobile for Android
• Dashboard designer for iOS
• Scatter Plot / Bubble Charts on iOS
• Data Replication/Data Prep (Beta)
• Role hierarchy on reports
• Enhanced charts
• New chart types
• Report Navigation
Operational Reports & Dashboards
become available
Analytics Cloud

Reports and Dashboards

Role hierarchy on Reports
Role Hierarchy is now available on Reports, allowing users to filter data based on the
organizational structure of their business
The new Role Hierarchy
selector uses a Tree View
for a quick navigation on
the organization and
quick filtering
Users can now drill
down from the role to
the specific person

Enhanced charts are now available on Dashboards
Enhanced charts are now available on Dashboards on Lightning
Tables include user
pictures and
conditional
highlighting
Enhanced charts
include bar charts
stacked to 100%
Gauges are available
on Dashboards and
include percentage
value
Metrics are now
resized for better
readability

New chart types in Lightning
Reports on Lightning have new charts available
Scatter and Cumulative Line charts
are now available on Reports in View
and Edit mode
Combination charts such as the one
above are now viewable for Reports
built on Salesforce Classic

Get deeper insights and better data exploration
With improved Dashboard to Report navigation and Report
Relative date filters
help filter data
dynamically
Filters are now respected when
you drill down from filtered
Dashboards and charts on pages
to the associated report.

Trend in Wave
Users can trend to Wave starting from the report page in Salesforce
… and select a few options to
create a new Dataset and
Dashboard in Wave. A new
snapshot will be created every
week
User can start from a Report on
Salesforce...

Trend in Wave
Users can also activate Trend to Wave from the Wave interface
Trend Salesforce Data is a new option
available when creating a new Dataset
in Wave
Users just need to select a Report
to start creating new weekly
snapshots in Wave

Trend in Wave
Immediate access to a Wave Dashboard generated after your report

Sample Use Cases
How would I use Trend in Wave
Sales Operations Trend in Wave Pipeline Report Snapshots of your Pipeline report can be generated
every week to compare past and present
performances of Sales Teams and forecast future
sales
Customer Service
Manager
Trend in Wave Open Cases Report Study the evolution over time of metrics such as the
number of open cases and the time to close cases,
to guide decisions on hiring new team members or
modify the current policies on customer service

Wave Everywhere

Wave Notification - Notification
Stay on top of business thanks to Wave Notifications
See Notification in Wave,
Lightning and Salesforce1.
Manage All Notifications easily.
You can have up to 5 with
Winter’17 release.
As a sales rep, I want to receive
an email when I hit my monthly
quota.

Embed Wave Dashboard into Mobile Page via Visualforce
Put a Wave dashboard onto any website – it also works for Community users!
Simple Visualforce page that
includes a Wave Dashboard
Quick link to open the same
Dashboard into the native
mobile App
Exploration has been
deactivated
Dashboard will automatically
pick the right layout based
on size

Wave Dashboard for Lightning and Mobile
Create Analytical Lighting Application
You can now add a Wave
dashboard to any type of
Lightning Page
Wave is now also part of
Salesforce1 Mobile app

Follow/unfollow a Dashboard on
Chatter
Easily open a dashboard from
a feed post
Add a Screenshot to any
Annotation
Shortcut for actions on
Annotation
Annotation gets even better in Winter ‘17
Refresh the feed
and close
annotation

Wave Dashboard Designer

Wave Dashboard Designer is GA!
All Wave customers can
now build rich responsive
dashboards for desktop and
mobile devices.
Dashboard admins can
create dashboards faster
than ever with widget
configuration wizards, on-
demand reflow, and new
bindings features.

New Chart Types
Polar Gauge Flat Gauge Rating
Pyramid HeatmapStacked Pyramid

Chart Themes to maximize visual appeal
“Light” and “Dark” themes are
provided for all Flex dashboard
charts

Wave Mobile (iOS and Android)

Wave is now available on Android devices!

Wave Dashboard Designer on iOS
All Wave customers can
use Wave Dashboard
Designer to build rich
responsive dashboards for
desktop and mobile
devices.
If you don’t like the system generated layout
for that device size, it’s easy to add a mobile
specific layout right from the Dashboard
Designer.

More Dashboard layout styling options & new chart types
Scatter Plot / Bubble Charts on iOS

Replication
Data Prep (Beta)

Data Extract and Transformation
Replication and Data Prep for Salesforce (Beta)
Replication for Salesforce
• Extract once and reuse across
apps
• Fault Tolerant
• Parallel
• Incremental
Data Prep for Salesforce
• Visually explore your dataset
• Augment datasets
• Apply string transformations
• remove fields
• Schedule recipe

Service Cloud
• Instagram Service GA
• Transfer case action
• Omni-Channel for Supervisors (Classic)
• Lightning Open CTI
• Field Service Lightning Toolbox
• Social Customer Service enhancements
• Social Post
• Social Persona
• Like & Delete Case Feed actions
• Editable Case Owner field
• Case Email: Default template, attachments
• Embedded Live Agent Snap-ins chat
become available
Lightning Experience Features General/Classic Features

Lightning Open CTI!

Open CTI is coming to Lightning!
Open CTI is a framework for connecting telephony solutions to Salesforce.
After your Open CTI implementation is all set
up by your partner, your softphone displays in
the utility bar located in the footer of Lightning
Experience.

OpenCTI Use Cases
Voice channel use cases like customer service, telesales, inside sales etc
Customer Service
over Voice
Service Rep Customer service over an established
channel
ACME helping customers via a 1800
number
Telesales/Inside
Sales
Sales Rep Cold calls down a prospect list Working through a lead/campaign call
down list
Callback Service Reps/
Sales Reps
Schedule automatic callbacks for
customers in queue
ACME calling you back
Collaboration Users Click to dial on employee record Call another Salesforce user in your
company

Field Service Lightning

Do more with Work Orders
Work types are work order
templates that save you time
and make it easier to standardize
your field service work.
New settings on work orders and
work order line items let you specify
how long the work will take and
who’s qualified to do it

Schedule work with Service Appointments
Service appointments help you track work to be performed for customers
Due date, which typically
reflects terms in a customer’s
service-level agreement
Automatically updated based
on the appointment’s time
fields
With an auto-updating status field and
the ability to track differences between
scheduled and actual appointment
times, service appointments make it
easy to keep your customers happy.
You can also expose service
appointments in communities so
customers can view and create their
own appointments.

Service Resource
Track the schedule, skills, and availability of your field technicians and
dispatchers
After you create a
resource,
you can add details
about their availability
and expertise
Add territories where the
resource is available to work.
Assign skills to show the
certifications, areas of
expertise, etc..
Create absences to represent
time periods when the
resource is unavailable to
work
Assign the resource to
existing service
appointments.

Work Orders in Communities
Give your customers or partners helpful visibility into your field service progress.
For example, customers can
quickly find out an
appointment’s status and
know when to expect the
technician.
And letting partners view or
update work orders keeps
them informed about
upcoming work to be
performed.

Social Customer Service

Social Customer Service in Lightning Experience
Social Persona and Social Post Record Home
In Winter ‘17, we have increased support for Social Customer Service in Lightning Experience, including
the introduction of record detail pages for Social Post and Social Persona records, and
we have activated Like and Delete intents in the case feed.

Instagram service now Generally Available
Provide customer service on the channels your customer prefer, now including Instagram.

Transfer the Case using a Quick Action
1. Data
2. Action
3. Components
TD
- Flexipage Hovers
Customer’s email is
faster to scan
Transfer a case using a Quick Action
The Case Owner field is now available in quick actions in Salesforce Classic
Case owner field is now available
on “update record” quick actions on
Case

Transfer the Case using a Quick Action
1. Data
2. Action
3. Components
TD
- Flexipage Hovers
Case Owner field in Lightning Experience and Salesforce1
Easier than ever to change the owner of a case
You can now change the
Case owner manually
from the publisher, or by
using a Macro.
Case owner is now visible from the
sidebar, and can be manually updated.

Lightning Case Email Experience
Ensure consistency with default email templates
Default Email template with
branding
Collapsible CC and BCC Fields
for a more compact view
View All Contact Fields on
Case Pages
Standardize the From addresses
that agents can select

Send Email Attachments from Cases in Lightning
Send Email quick action now supports
Attachments

View Email Attachments in Your Email Feed Items
Email feed items now render
attachments
Email attachments display as
thumbnails on the email
feed item. If you’ve got more
than five attachments, then the
Show all attachments link
displays.
Agents can click the link to
open the Email Messages
Attachments related list, where
they can see all the files
attached to the email.

Snap-ins Web Chat, Open Beta

Snap-ins Chat
Embed Responsive, in-page Live Agent Chat on ANY Page
Use case
Support Integrate help into any web page or
web app where customers might
need to chat with an agent to solve
an issue.
Sales Integrate chat into e-commerce sites
to help customer complete
purchases online.

Snap-ins Chat - Chat Visitor Flow
Once an agent accepts the chat, the
visitor can start chatting without leaving
the page they were on. We notify them
when new messages come in from the
agent
A default pre-chat form (optional) lets
visitors provide some information
used to create a case and contact in
Salesforce
While waiting visitors can minimize
the widget and continue to browse the
site.
Clicking the minimized chat brings the
widget right back and clears
notifications

Omni for Supervisors
(Beta)
Winter ’17

Introducing Omni-Channel for Supervisors (Beta)
Real-time operational intelligence - who’s working, what’s waiting, what’s in
progress?
Supervisors can check the health of their call center in real time using the Agents, Queues, and
Work tabs.
Dynamically and automatically updates to reflect Omni activity down to the second
Emphasis on filtering and sorting to focus attention and spot outliers
Available through the Service Console, simple to set up

Omni Supervisor: All Agents
Agent availability, capabilities, capacity and workload
Every user logged in
thru the Omni widget
appears as a row.
Select an agent’s row to
drill into the agent’s
detail view
Agent’s presence status,
plus time in state,
indicates agent
availability.
Set an agent’s status;
agent notified in Omni
widget
Service Channels
associated with “online”
agents presented so
supervisors understand
which work available
staff can handle
Agent’s work items,
workload and capacity
provided to provide a
sense of “how busy”
each agent is

Omni Supervisor: Agents by Queue
Breakdown of agent availability and workload by queue
Every omni-enabled
queue with at least one
omni agent (in an online
or away state) presented
Total Omni Agents for
each Queue = # Online
+ # Away for agents
setup to handle the
queue
# of omni agents that are
at capacity (i.e. 100%
configured capacity is
consumed with work)
# of omni agents that
have no work (i.e. 0% of
their configured capacity
is consumed)
Avg Capacity for agents
serving the queue
(Ʃ total omni work / Ʃ
total agent capacity)

Agents: Agent Detail
Drill into specific agents for configurations, activity, and current work
Agent Timeline view with
detailed time in state and
work activity
Recent presence statuses
set by the agent
Details about assigned
and open Omni work with
the agent
Current status, workload, and “time
since” info
Omni configurations for the
agent available for quick
reference

Omni Supervisor: Agent Timeline
Drill in for detailed time in state and work activity
See how and when agents change status,
work on, and close work items via an
intuitive calendar
view.

Omni Supervisor: Queues Summary
Gauge your backlog
Average Wait Time of
all items currently
assigned to the
queue.
Duration of the
longest waiting item
Salesforce object type
for the work, such as
Lead, Case, SOS, etc.
Click the queue’s name
to drill for more detail
about it.

Omni Supervisor: Work Summary & Work Details
See what work is in progress

Sorting and Filtering Makes Finding Info Simple
Multi-select filter with quick
option to select/deselect
All
Sort ascending or
descending on any column
with the sort arrows.
“Active” filters presented in
“gray”. Multiple filters can
be applied to the same
grid.

Community Cloud
• Moderation Overview
• Track/Manage Field Service
• Pre-Moderation GA
• Flag spam with notes
• Record feed moderation
• Topic notifications
• Rich text on comments
• Bread crumb trails
become available
Service Communities
• Share reports & dashboards with partners
• Sales Path on lead and opportunity pages
• Libraries in templates
Lightning PRM
Lightning Community Builder
• Private template creation & distribution
• Custom themes
• AppExchange integration
• Simplified private/public settings
• Drafts for profile based page assignments
• Improved usability

Best in Class Service Communities
Enable greater engagement and faster problem solving for public customer facing
communities

Pre-moderation is Generally Available
Posts & Comments can be reviewed by a moderator before they get published
Author’s comment in pre-
moderation. Author can edit or
delete the comment
Moderator can approve comment
Moderator can opt-in to be notified
when a post or comment requires
approval

Moderators can mass review and approve comments
Moderator sees all comments pending
review
Moderator can mass-approve or
delete comments pending review
Moderator can view the
entire discussion in the
community

Moderation Overview page
The overview page lets moderators monitor moderation activity and pending
tasks at a glance
New overview page shows a
summary of items to moderate
Clicking on the moderation tile
opens the moderation queue

Flag as Spam & Note
Members can flag as inappropriate or spam and leave a note to the moderator
who can act on it.
The note on flagged items
help moderators understand
why a member flagged the
content without having to
second guess
Member can flag as
inappropriate or spam and
leave a note to the
moderator

Record Feed Moderation
Moderate posts and comments on objects
Moderation rules apply to record
feeds if org perm is on
Applies moderation flags and rules
to all feed posts, including those
visible across multiple communities.
Also applies to internal users' feed
posts on records
Members can flag record posts or
comments
Moderators can view and moderate
in-context records feeds that are
flagged or pending review
Record feeds flagged or pending
review show in the moderation
queues

Topic Notifications
Subscribe via Notification Banner, or Follow Button
1. Enable via the Follow
Button in Builder
2.Check the “Allow email
notifications” option
3.Follow button now has a
Subscribe dropdown menu
4.Notification Banner also
invites user to Subscribe

Rich text on comments
For the first time, comments support the same rich text options as posts
Users are able to maintain
formatting and functionality when
they comment on posts.
A community user is able to share a
code snippet and have it in code
snippet form in a comment to a
post.

Breadcrumb Trails
Set up via Builder
1. Drag Breadcrumb component onto
one of the following pages:
Topic Detail | Feed Detail | Article
Detail
2. For Topic Detail, leave the value as {!topicID]
For Feed Detail set it to {!feedItemId}
For Article, set it to {!urlName}

Lightning Field Service
Faster, smarter onsite service

Faster, smarter on site-service
Track and manage Field Service in your Community
2. Pick “Object Pages”

Faster, smarter on site-service
Add work order and work line items, products and assets via Page Manager
1. Create a a New Page in
Builder
2. Pick “Object Pages”
3. Select “Work Orders”,
Products or Assets

Work order and work line items
Work orders represent tasks to be
performed on a customer’s product, typically
in field service.
Use work orders to efficiently track
repairs, standard maintenance, and
other types of service.

Products & Assets
Products are the items you sell.
For example, a partner sales rep
can add Products to Opportunities
Assets represent the specific
products your customers have
purchased

Lightning PRM
Effective partner relationship management

Share Reports and dashboards with your Partners
View dashboards, and drill into reports in the Template
Dashboard now appears on
Page
Drill into Report as
desired
She can also track several different
important analytics at once in a Sales
Dashboard.
Show a Partner Sales Manager the
status of all the deals her team is
working in a single Report Chart

Include reports and dashboards from public folders
Share from your Salesforce org on Template-based Community Pages
1.Add Report Chart or Dashboard to
Page in Builder
2.Pick Dashboard from Public
Folder
3. Set Height
Expose the vital dashboards and reports to
people outside of your immediate Org who
can benefit from them

Sales Path on lead and opportunity pages
Setup in Builder by adding Sales Path to relevant page
Add Sales Path to
Opportunity Detail, or Lead
Detail Page
The Sales Path configured in your
Salesforce Org for that object will now be
displayed to Community Members with the
right permissions.
Guide partners through your company’ s sales processes using
the Sales Path component.

Libraries in templates
Allow community users to access certified content from a single location
Easily share all your key branded resources
with partners

Lightning Community Builder
Improving Builder customization & enabling 3rd-party 1:1 template distribution

Private Template Creation & Distribution
Exporting a community template from a developer’s Org and using it to create a
new community in a customer’s Org
Exporting a Template:
Section within Community Builder
for developers to provide details
about the template and export it for
packaging.
Community Creation Wizard:
Customers can choose to create a new
community based on a template from a partner
or Salesforce OOTB

Custom Theming
Applying a custom theme to a community to complete change the look & feel
while retaining all of the components & data
The Customer Service (Napili)
community with the standard
OOTB theme applied. Custom themes can be selected from the
Builder and published to match the brand and
identity of the customer.

Seamless Integration with AppExchange
Add AppExchange Components Directly From the Community Builder
Clicking on the banner pulls up the
AppExchange module which allows the user
to select and install components without
leaving the Builder.

Simplified Private/Public Community Access
Making a community or any page in a community public or private is clear and
simple
A Salesforce Admin wants a community to
be public, but wants a set of pages in the
community to be private and require a
login.

Conditional Only Profile Based Access to Pages
No default is required for profile based page assignments, enabling you to create
a draft instead of publishing immediately.
Assigning profile based pages is easy to
use with the addition of draft and publish
scenarios and no default page required

Improved Builder Usability
Better usability enables our customers to get a template based community off the
ground fast and seamlessly
Configure your pages seamlessly in the
builder with more editing space and rich
content functionality.
New streamlined header and floating
property editor

In-Line Rich Text in the Rich Content Editor
The Rich Text Editor is
now renamed the
Rich Content Editor.
.
Inline Editing:
Allows for in context editing that better
shows you how your text and content look
in your community.

Enhancements to Video Upload in the Rich Content Editor
Add a video with a url from
YouTube or Vimeo
Preview and see the video
inside the builder.

Chatter & Files
• Live feeds
• More options for rich text posts
• Rich text on comments
• Multiple attachments
• Edit posts & comments
• Play video in feed
• Improved feed readability
• Group creation wizard
• Add member component
• Question publisher
become available
Chatter in Lightning
• Salesforce1 notifications improved
• Content libraries in Salesforce1
• Customize group dashboard
Chatter - General

Live Feeds
Live feeds make it easier to collaborate in a Chatter Feed.
New comments are automatically
displayed as other users make them.
You no longer need to refresh the page.
Chatter is now dynamic, users are kept
up-to-date with conversation happening
in the feed by pushing new comments
right into the feed.
.

Rich Text in Posts
Format your posts so you can get your point across
Users can author posts with formatted
text, bulleted and numbered lists, inline
images and Code Snippets.
Animated GIFs play in the
feed.
Inline images in the feed.

Rich Text in Comments in Lightning
For the first time, comments support the same rich text options as posts
Comments now support all the same rich
text options available to you in a post.
Respond to a post using inline
images, bulleted lists, and various
font stylings

Multiple Attachment Support in Feed Post
Now you can share up to 10 attachments in a post
When posting or commenting, you can now
add up to 10 attachments.
The first three will be previewed
after your post/comment. To see
the files in a more detailed form
you simply click on them and you
get a full-screen preview without
leaving the feed you are viewing..

Edit Feed Post and Comments in Lightning
Make changes to both your posts and comments after they are published
You can also remove and add
attachments.
Posts and comments can now be
edited after they are posted.

Video Plays within the Feed
No need to leave Salesforce to watch videos in your feeds
Click on the preview icon in the feed and
the video expands.
This also works while you are composing
your messages, so you can make sure you
have the correct video before you hit share.

Improved Readability in the Feeds
Feeds are more compact, easier to scan, and take action on
Easier to scan, uses less
screen space
Clearer Actions
Stats on the feed
View counts helps users, managers,
and moderators understand what's
important and engaging
New three column layout

Salesforce1 Chatter Notifications
Chatter notifications have actions and show part of the message
Actions from the lock
screen
Notifications include part
of the post/comment
Available On
With v11 Client
When a Chatter notification pops up on
your downloadable app device, like your
iPhone, Android phone, or watch, you
can like or mute the item right from the
notification. Even when your screen is
locked, you can still take action.

View content libraries in Salesforce1
Save files offline, view previous
versions, and share with colleagues
Content Libraries
Available On
With v11 client

Simplified Group Creation Flow
Three Steps Combined into One Easy Flow
Fill out basic information Upload photo Add Members with Intelligent
Suggestions

Seamless Collaboration
Communicate More Easily Than Ever Before
Q&A in Groups
Add Member Component
Live Feed

Customizable Dashboards and Charts
Report on Records Linked to the Group
Customizable Group
Dashboard
Report Charts scoped to
Group Records

Salesforce App Cloud
• New navigation in Lightning
• Updated App Launcher
• App Manager
• Upgrade Classic Apps
• App branding
• Merge connected apps
• Lightning Apps: custom record pages
• AppExchange in App Builder
• Lightning actions
• Flows in App Builder (Beta)
• Flow screens in Lightning
• Lightning Login
become available
Lightning Experience & App Builder
• Process Builder – Invocable Processes
• Salesforce Connect enhancements
• New Campaign member importer
• Permission sets enhancements
• Shield platform encryption
App Cloud General

New Navigation in Lightning Experience

Updated Navigation in Winter ‘17

The Navigation Bar
Items within the current app
Change
Apps
Current
App
Current app’s branding colorCurrently selected item
Shortcut menus provide
quick access to key
functionality & lists

Access the App Launcher right from the navigation bar
Changing Apps via the App Launcher
Click the grid icon in the
nav bar to open the App
Launcher in an overlay
Easily search across
Apps and Items
The App Launcher now
displays every app's name,
logo, and a brief description

Creating & Editing Apps in Lightning
Setup

Manage apps in Lightning Setup with App Manager
Create, edit, upgrade and delete apps via this list view

Upgrade Classic Apps To Leverage New Features
Custom apps from Classic will work as-is in Lightning, but can be upgraded to
leverage new capabilities
Provides a new set of
capabilities for apps:
• App branding
• Lightning Pages
per app
• Utility Bar to
access Lightning
Voice and
OpenCTI where
applicable

App Branding in Lightning Apps
Admins can edit all Lightning Apps to specify an app icon and color.

Merge Connected Apps in the New App Manager
You can now create, edit, and manage your connected apps along with your
standard, custom and lightning apps all in one place
Connected and Managed
Connected apps are now
shown.

Lightning App Builder

Take customization to the next level
Assign the custom record
page as the default or
specify Lightning apps
Select the Lightning apps
the custom record page
should display for
Provide end user dedicated record page experiences for Lightning apps

Assign custom record pages by app
Easily assign record pages to specific apps so you can provide users with tailored
experiences to help make them more productive
Sales app’s standard Account page Service app’s customized
Account page

Lightning Exchange
AppExchange now launches inside of App Builder
Click Get more on the
AppExchange
Browse components listed
in AppExchange
Filtering Options
Search AppExchange for
the right Lightning
component

AppExchange for Lightning components
View component details and install without leaving App Builder
Screenshot Previews
Component
Description
Get It Now button:
log into AppExchange and install
Sidebar includes:
• Ratings
• Price
• Supported tools
and form factors

AppExchange for Lightning components
Successfully installed components are immediately available in App Builder
Refresh the palette if a
component takes some
time to install
Components from AppExchange appear in
the Custom sections of component palette

Lightning Actions

Lightning Actions
Customers and ISV’s can use
Lightning Component actions
to replace the functionality
they have built in Salesforce
Classic with JavaScript
Buttons.
Lightning Actions can be used
for 3rd Party Integration;
custom feedback to users
during data entry; and other
use cases.
Invoke the Lightning Component
using an action in the page-level
Action Container
Available in Salesforce1 and
Lightning Experience

Lightning Actions
Create an Action from
Setup Home
Lightning Components implemented with the
interface force:lightningQuickAction or
force:lightningQuickActionWithoutHeader
appear in this list

Lightning Actions
Sample Use Cases
Object-specific Quick
Actions
End Users Use custom actions that are tailored
for each customer’s business
processes.
ACME wants its sales team to be able
to view Opportunity or Account team
hierarchies using an action.
Global Quick Actions End Users Global Lightning Actions in
Salesforce1 can provide users with
easy-to-access mobile features.
ACME wants its sales team to be able
to view multiple calendars when
booking appointments with leads.
Global/Object Quick
Actions
ISV Create Lightning Components for
apps requiring API integration with
Salesforce Platform or 3rd Party
systems.
Lightning SMS with Twilio can be used
to send text messages to customers
on cases, leads, and other contacts.

A process can invoke another process
Reusable work, Less maintenance, More control!
2. Choose to use an
invocable process in an
action.
1. Specify the invocable
process type when
creating a new process.
Create processes that
can be reused in many
other processes.
String processes
together
Use a single process for repetitive tasks and
then reuse it in all of processes that need it!
If changes ever need to be made, the
administrator does it in only one place, not in all
of the many processes.

Flows in Lightning App Builder - Beta
Flows that have screens can now be added to Lightning Home, Record and App
pages
Drag & drop flow
component onto a
Lightning page.
Choose the flow to be used
and configure.

BETA Flow Screens in Lightning
Administrators can now choose to have all of their flow screens appear in the
Lightning framework so they look more like the rest of their Lightning UI.
Turn on Lightning for Flow Screens.
(all flow screens will render in the Lightning
style.)

Salesforce Connect

Custom Report Type linking Standard,
Custom and External Objects for reporting.
Reporting on External Objects
Add External Objects into Custom Report Types (CRT)

Data Import Enhancements

New dedicated Campaign Member Importer
Add new and update existing records in one step from one CSV file.
Campaign Member Importer
• Add Members (Contacts, Leads, Person Accounts)
• Manage Members (Update existing Campaign
Members
• Adding Contacts, Leads, Person Accounts)

Simplify a Permission Set & auto-assign the related license
Create a new
Permission Set
A list of the Permission Set Licenses (PSL)
purchased in your org will be available.
The list of permissions on a Permission
Set will be scoped to only those allowed by
the related Permission Set License

Log in password-free with Lightning Login
Say goodbye to the inconvenience of passwords
1. User clicks on the Lightning Login hint
and gets prompted with a verification
request
Users are encouraged and
often required to create
complex passwords that are
difficult to remember and/or
type in correctly.
Now I can enroll in Lightning
Login and when I need to
access Salesforce, I simply
click on my username, tap
Approve when Authenticator
notifies me of my login, then I
scan my fingerprint or enter my
PIN to verify my identity.

Lightning Login
2. The user is redirected to a
‘Login Approval’ screen and at
the same time is prompted with
a verification request on the
Salesforce Authenticator app
3. The user approves the login
request from his mobile device/app
and instantly logs in into his account
(on the platform). No password is
required!

Shield Platform Encryption
Encrypt Sensitive Data at Rest while Preserving Critical Business Functionality
Winter ‘17

Shield Bring Your Own Keys (BYOK)
Allowing Customers to:
Control the generation of the
Tenant Secret
Grant Shield's key management’s
machinery secure access to this
secret
Revoke this access on demand

Salesforce Winter 17 Release Overview

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Salesforce Winter 17 Release Overview