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Title: Open sans 54
Date in white
Salesforce Summer 16’ Release-webinar by Blat-Lapidot-
ברוכים הבאים
2016יוני 22
Summer ‘16 Release Overview
Nurit Ergaz ShavitCOO Blat-Lapidot
Summer ‘16 Release Overview
Roey BenamiSolution ArchitectBlat-Lapidot
Agenda
Lightning License
New This Release
Field Service
Community
Salesforce Lightning Editions
Sales Cloud Edition
SalesforceIQCRM Starter
Professional Enterprise Unlimited
Service Cloud Edition
Professional Enterprise Unlimited
Sales Cloud – Existing Vs. New Features
Professional(75$)
Main Existing Features
•Automation Components: Sales Path, Account Insights & Opportunity Kanban
•Intelligent lead management
•Integrated campaigns
•Salesforce 1 mobile App
New Features
•Automation
•Standard sales console
•Custom profiles & page layouts
•Record types for custom processes
•Unlimited apps & tabs
Enterprise (150$)
Main Existing Features
•API integration
•Team Selling
•Collaborative forecasting
•Territory management
•Custom Code
New Features
•Customizable sales console
•Partial Sandbox
•25 developer Sandboxes
•Mobile two-factor identity
Service Cloud – Existing Vs. New Features
Professional(75$)
Main Existing Features
•Lightning Experience
•Case management components: Cases, Entitlements, Service, Contracts
•Social Listening
•Chatter Collaboration
•Salesforce 1 mobile App
New Features
•Automation
•Standard service console
•Custom profiles & page layouts
•Record types for custom processes
•Unlimited apps & tabs
Enterprise (150$)
Main Existing Features
•API integration
•Team Selling
•Collaborative forecasting
•Territory management
•Custom Code
New Features
•Customizable sales console
•Partial Sandbox
•25 developer Sandboxes
•Mobile two-factor identity
New This Release
New This Release
Global Picklist
Process Builder
Contacts to Multiple Accounts
Lightning
Calender
Edit page layouts
Global Picklist
For each picklist instance, create new
values or reuse a previously-defined
global picklist
Create global
picklist in the
Setup Tree
Enforce data validation
Process Builder
Set the process to
evaluate the next criteria
or stop
Contacts to Multiple Accounts
Create new or add an existing contact
A single related list for all
contact relationships
Lightning - Calendar
Sample use case:
View my tasks by due
date
Now you can see tasks
on your calendar! Just
create a tasks calendar
Objects that are date-only, like campaigns,
show up in the all-day section
Sample use case:
View all open cases by SLA
Multiple, color-coded calendars
are overlayed
Custom objects too!
Lightning - Edit page layouts
Activate a page to
override the default
Use the property editor to
configure components
Drag & drop
components onto
regions to rearrange
the page
Add standard or
custom
components
Field Service
Streamline Operations Across the Entire Service Chain
Service Agent Dispatcher Field TechnicianCustomer
Get a complete view of the
customer
Create and schedule a
Work Order from any case
Book a service appointment
anywhere, anytime
Have the technician arrive on
time with the right skills
Connect customers, agents, dispatchers, and service technicians on a single platform
Optimize job scheduling
based on your business rules
Real-time insight into service
operations
Run service tasks on-site from
any device
Access key information to
complete the job quickly
Book an Appointment without leaving the Console
Work Order Detail
Service Type drives the scheduling
engine and makes sure only
resources with the right skills for
that service type are allowed to be
dispatched to that job
“Book Appointment”
publisher action
Find the best date and agent
Based on location, availability, and skill set
Ideal slots are those that meet
more of your organization’s
objectives, while recommended
meet enough to still be acceptable
Deliver faster, smarter, more personalized service from phone to field
• Since Field Service Lightning is integrated with Salesforce1, Techs have access to work orders right from their phone.
• Once the job is completed, the Field Tech closes the job right from their phone.
Dispatch Console
Dedicated console for Dispatchers
The Dispatcher, who is similar to
an air traffic controller, has access
to all the jobs for the day
Delays? No problem!
If a tech is running late, you can
drag and drop the assignment to a
new one in real-time
Summer ‘16 Release OverviewCommunity Cloud
Liraz ZoharSales EngineerBlat-Lapidot
• Connect with your customers in a whole new way
Become a Customer Company
SalesService
Marketing
CommunityApps
Analytics
SalesService
Marketing
CommunityApps
Analytics
Community Agenda
Community Benefits
Licenses & Features
• Customer Community
• Partner Community
• Employee Community
Community Templates
Community Demo
• Customer
• Partner
Community Benefits
Share Knowledge
EngagementIncrease Sale
& Self-Service
Community Types & Licenses
Customer
Knowledge (read-only)
Cases
Custom Objects
Partner
Leads
Opportunities
Accounts
Tasks & Events
Reports & Dashboards
Employee
Employee Cases
Account and contact management
Knowledge (read-only)
Reports & Dashboards
Custom Object
Community Templates
Kokua Koa
Salesforce
Tabs +
Visualforce
Napili
Email Questions to:[email protected]