Spring '15 Release Preview

Spring ’15 Release Preview

Connect with your customers anywhere with the Customer Success Platform With the Spring ’15 release you can now build meaningful connections with your customers, partners, and employees on any device. Leverage the power of the Customer Success Platform to engage with customers in a whole new way.

Note: Any unreleased services or features referenced in this or other 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. Dec 19, 2014

Sales Cloud

Service Cloud

Marketing Cloud

Community Cloud

Analytics Cloud

Salesforce1 Platform

Sales Path (Beta)

Salesforce Email Connect

Duplicate Alerts and Blocking

Smart and Simple Console for Service

New Listening and Analytics for Social

Studio

Community Management

Console

Now Available!

Lightning Process Builder

Spring ’15 Favorite Features 250+ New Features

Sales Path (Beta) Notes (Beta) Flexible Forecast

Adjustments Salesforce

Email Connect Duplicate Alerts and

Blocking Get tips at every sales stage to push deals forward, faster

Seamlessly add notes to every customer interaction

Top down, bottom-up adjustments for accurate

forecasts

Supercharge productivity Improve the quality of your data by preventing duplicate records

The new Sales Path helps sales reps advance a prospect through deal stages in the sales cycle by guiding them and recommending sales engagement tools.

Any change to a company's sales methodology is automatically reflected in Sales Path so both new and experienced sales reps can stay focused on selling.

Target User: Sales Reps How to Enable: Admin-Enabled

Sales Cloud is introducing a brand new consumer-like note taking experience, optimized for sales. Sales reps can now quickly capture notes on the go with Salesforce1 — and even create tasks directly from Notes.

Users will be able to keep the content private or relate it to multiple Salesforce records and keep their team informed.

Target User: Sales Reps How to Enable: Contact Salesforce

Collaborative Forecasts continues to get better. Reps now have the power to make adjustments to their own forecasts without changing the underlying opportunity value.

And sales managers can save time by adjusting the rolled up forecast number instead of each individual forecast number for every rep.

Target User: Sales Reps, Sales Managers How to Enable: Admin-Enabled

Bring the Salesforce experience into Outlook Web App on Mac and Windows-based computers via the browser and on any mobile device.

And with Salesforce App for Outlook, keep Contacts and Events in sync.


Immediately improve the quality of your CRM data with real-time duplicate alerting, reporting, and blocking. Check for duplicates with new or edited accounts, contacts, leads, and custom objects.

Now, it is included for all customers with Sales and Service Cloud Professional Edition and above (powered by technology from Data.com).


Sell in a whole new way

Check out the Release Notes for the complete list of new features…

Sales Cloud Favorite Features

http://releasenotes.docs.salesforce.com/spring15/spring15/release-notes/salesforce_release_notes.htm

Smart and Simple Console for Service Macros

Social Customer Service Starter Pack Question-to-Case

Continuous Data Connect

Resolve cases faster and improve agent productivity

with a smarter console

Take action faster with pre-built responses

Get Social Customer Service up and running

quickly and easily

Ensure no question goes unanswered in

your community

Sync critical data to deliver always-on

customer service

The Smart and Simple Console for Service is now more intuitive and streamlined. Similar cases are served up to agents, providing insight into how to close the case quickly and save agents time by allowing them to work on multiple cases with the same issue at the same time.

The console also features customizable sidebar components, smarter search functionality, and keyboard shortcuts to help reduce clicks.

Target User: Support Agents, Console Users How to Enable: Admin-Enabled (Keyboard shortcuts are Auto-Enabled)

Macros are pre-built responses that allow users to perform multiple actions in one click, saving agents time and allowing them to respond with consistency and accuracy.

Target User: Support Agents, Console Users How to Enable: Admin-Enabled

Social Customer Service Starter Pack enables customers to easily and quickly deliver social customer service by connecting Facebook and Twitter accounts directly in Service Cloud without a separate Radian6 contract. Target User: Service Managers How to Enable: Admin-Enabled

Easily create a case from any Question in a community to ensure every question gets the right answer. Save time with declarative processes — similar to workflow rules — that automatically create cases from unanswered questions.

Without leaving the console, an agent can also easily see the entire conversation in order to answer the question or mark the best answer.

Target User: Community Moderators, Service Managers How to Enable: Admin-Enabled

Business Continuity delivers an additional level of availability by allowing customers to keep a critical subset of their data synchronized between two separate instances of Salesforce. Target User: Admins, Service Executives How to Enable: Contact Salesforce

Service in a whole new way Service Cloud Favorite Features



New Listening and Analytics

for Social Studio Content Builder

Content Canvas

Journey Builder Mobile Activities

Email Campaign Member Status in

Sales Cloud Understand what's being said

about your company, products, and industry on social media

Easily create great content that drives engagement

Easily store, search, edit, and personalize content

— all from one place

Connect mobile messaging and apps to customer journeys

Understand customer engagement behavior within

Sales Cloud Campaigns

New Social Studio adds social listening and analytics capabilities to content marketing and engagement — all within a single application.

It also extends social data across the Customer Success Platform: Marketers can run social campaigns, engage with customers, and use social insights to drive marketing decisions. Service teams can delight customers with social customer care. Also, sales teams can connect to new customers faster with social lead generation.

Target User: Marketers How to Enable: Auto-Enabled

With Content Builder’s simple drag-and-drop tools and ability to let users create and edit email content, marketers can easily drive engagement with their customers.

Also, marketers can quickly create robust emails without any coding or design experience that render beautifully across all devices, including mobile.

Target User: Marketers How to Enable: Admin-Enabled

Content Canvas gives users a single place to manage email content with drag-and-drop creation, personalization, and dynamic offers — across the Marketing Cloud.

With robust APIs, Content Canvas connects to a user's existing CMS and allows for the creation of customized content blocks, in addition to the built-in smart content blocks.

Target User: Marketers How to Enable: Admin-Enabled

Marketers can now connect with customers on any device for a truly personalized 1:1 customer journey. Journey Builder users can plan, personalize, and optimize customer interactions with SMS messages created in the MobileConnect app.

Also, easily extend customer journeys to apps and connected products to deliver personalized communications based on real time, data-driven triggers.

Target User: Marketers How to Enable: Contact Salesforce

Now, marketers can define and map events to subscriber status and get a single view of a subscriber (Contact or Lead) at the Campaign level in Sales Cloud.

With engagement detail directly within a Campaign, marketers can create Opportunities or other actions, based on their subscriber status and ultimately understand their customer’s engagement behavior.

Target User: Marketers How to Enable: Auto-Enabled

Market in a whole new way Marketing Cloud Favorite Features



Community Management Console

Community Builder and Templates

Feed Actions

Salesforce Records in Chatter Groups

Files Connect for OneDrive

Monitor and manage communities more

efficiently

Quickly create and deploy highly customized

Communities

Make your business processes social by taking

action in the feed

Improve visibility by associating Salesforce records

with Chatter groups

Easily connect any Microsoft business file directly

into Salesforce

The new Community Management Console includes Community Analytics, which enables community managers to track community growth and activity. This allows companies to tailor community structure and programs to more effectively drive usage and signups.

Also, included is Community Moderation where community managers can quickly and easily review and address all flagged content in one location.

Target User: Admins How to Enable: Auto-Enabled

Community Builder enables companies to quickly create and deploy customized Communities with minimal time and cost. Community admins can easily change widgets, images, and colors to match their company brand or other design objective.

Admins can easily connect service cases to the community, as well as articles from their knowledge library. Communities built with Community Builder are mobile optimized and look great on any screen — from laptop to tablet to smartphone.

Target User: Admins How to Enable: Auto-Enabled

Feed Actions enable customers to use the community to truly extend business processes. Managers can now create custom actions to support any process in the community, right in the feed, so that customers can quickly submit support cases, partners can be trained on new products, and employees can submit expenses faster than ever.

Community managers can also drive members to specific groups, files, or actions with recommendations that are prominently displayed in the feed.

Target User: Community Users How to Enable: Auto-Enabled

Now, Salesforce records are more integrated with Chatter than ever before. Users can create records in groups and add existing records to groups so that it's easier than ever to find important information.

Easily see which groups are talking about a record or see which records are associated with a particular group.

Target User: Chatter Users How to Enable: Auto-Enabled

The Spring ’15 release adds Microsoft OneDrive for Business integration to our already successful Microsoft SharePoint integration. Now, any Microsoft business file, whether stored on-premise or in the cloud, can immediately be connected to Salesforce.

This makes these files immediately mobile and social, enabling them to be attached to records, shared with groups, or placed in the feed.

Target User: Community Users How to Enable: Contact Salesforce

Engage in a whole new way Community Cloud Favorite Features



Everyone Mobile Platform can easily find insights insight to action open for any data and customer app

The Salesforce Analytics Cloud is designed for everyone. Whether you are a business user, analyst, or developer, Analytics Cloud enables you to access any data, get answers to any questions, and act immediately.

Now, anyone can access powerful insights and let the data tell a story.

Insights are not and should not be restricted to the desktop. With the mobile-first Analytics Cloud, you can explore all types of data from your mobile device.

No matter where you are, you can collaborate and share insights with colleagues and know your customers like never before.

Native to the cloud and built on the Wave platform, Analytics Cloud makes integration with your Salesforce data, as well as any other data source, simple and seamless.

The Wave platform enables you to design custom analytic apps and deploy them to users five times faster than the competition, all while ensuring the highest levels of security and easy administration.

Meet the New Analytics Cloud Analytics for the rest of us

Understand your customers in a whole new way

Analytics Cloud Powered by Wave



Lightning Process Builder Event Monitoring

Identity for Customers Lightning Connect

AppExchange Store Builder

Automate complex processes, improve productivity, and

drive business forward

Gain complete visibility into the security, performance, and usage of Salesforce

Connect with your customers from any device,

app, or website

Deliver a seamless customer experience across

all apps and devices

Build your own app ecosystem

Lightning Process Builder allows anyone to build enterprise workflows and visually automate complex processes in just a few clicks.

From daily activities, such as sending follow-up email reminders, submitting pricing approval requests and assigning tasks, to more complex processes, like employee onboarding, vendor procurement and order fulfillment, Lightning Process Builder helps companies go faster.

Target User: Admins How to Enable: Admin-Enabled

Event Monitoring gives customers detailed performance, security, and usage data on all their Salesforce apps. Every interaction is accessible via API so customers can connect it to the data visualization app of their choice.

Information Security can see who is accessing critical business data when and from where, IT can troubleshoot and optimize performance, and Salesforce admins can assess usage patterns, increasing adoption.

Target User: Admins, IT, CISO How to Enable: Contact Salesforce

Identity for Customers helps companies turn every customer interaction into an opportunity to grow their business.

Create a single customer identity across brands and businesses, capture richer customer profiles, and connect customers in CRM with their online digital personas, all while providing customers with personalized apps and content.

Target User: Sales, Marketing, IT How to Enable: Contact Salesforce

Lightning Connect helps companies connect legacy data with Salesforce in minutes using point-and-click tools. It accesses data by reference in real time, so data is not copied to Salesforce.

Lightning Connect brings the power of the Salesforce1 Platform to external data, helping customers build custom apps, map data to Salesforce objects, and access external data via Salesforce APIs.

Target User: Admins, IT, Enterprise Architects How to Enable: Contact Salesforce

With AppExchange Store Builder, you can build a completely customized app store to distribute any app, on any device, to partners, customers, or employees using the same technology that powers the #1 business app marketplace — AppExchange.

Customize your store with your branding and modify functionality to meet any requirement.

Target User: Admins How to Enable: Contact Salesforce

Engage customers with apps Salesforce1 Platform Favorite Features



Join the Release Community

Read the Spring ’15 Release Notes

Watch the Release Videos

Get the latest release information, answers to your questions, and interactive product discussions — all in one place. Click Here.

Learn about all the new Salesforce features and enhancements of existing features in the Spring ’15 release. Click Here.

See the new features come to life by watching Salesforce product marketers demo their favorite features in the Spring ’15 release. Click Here.

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Download Salesforce1 Mobile App

Start experiencing Salesforce and the new Spring ’15 features on your mobile device. Admins, learn how you can rollout the app to your company at salesforce.com/salesforce1/rolloutguide.

Spring into Spring ’15

www.salesforce.com/salesforce1/rolloutguide

https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oku

www.youtube.com/SalesforceReleases


Salesforce Spring ’15 Release