Salesforce Winter 2015 Release Highlights

Jen DeLalio

November 4, 2014

• More than 450 customers │Completed ~3,000 Salesforce engagements

• Expertise: Sales and Service Clouds, Chatter, Portals, Communities,

Mobile and Custom Development on Salesforce Platforms

• Industry Strength: Healthcare, FinServ, Hi-Tech and Consumer/Retail

• ~ 80 certified consultants │ ~ 180 multiple certifications

• One of the highest Salesforce.com customer satisfaction ratings: 9.4/10!

Salesforce Practice

• Founded in 1997

• Public, NASDAQ: PRFT

• Major market locations throughout

North America

• Global delivery centers in China and

India

• >2,200 colleagues

• Dedicated solution practices

• ~90% repeat business rate

• Alliance partnerships with major

technology vendors

• Multiple vendor/industry technology

and growth awards

Perficient Profile

Topics

• Winter ‘15 Highlights

– Community Enhancements

• Community Designer (BETA)

• Community Self-Service Templates

– Admin Enhancements

• Process Designer (BETA)

• New Configuration Options

– Activities

– Forecasting

– Productivity Enhancements

• Salesforce1 Mobile

• Duplicate Management (BETA)

• Q&A

Communities Overview

• You can use Communities to:

– Connect with your distributors, resellers, and

suppliers

– Give your customers one place to get answers

• Communities are authenticated (require

username/password) but sometimes a sub-set of

pages/functionality are public

– e.g. a Customer Community requires login to

post a case or a question, but anyone can

search articles

11/4/2014 5

Pre-Winter ‘15 Community User Interface

11/4/2014 6

Pre-Winter ‘15 Branding Options

1. Community Branding Settings

– Configuration-based settings

– Basic options for colors

– Images/HTML for header and footer

– Tab-oriented user interface

2. Site.com

– Content Management

– Web Design Editor/Studio

3. Force.com Sites (Visualforce)

– Custom Development

Options 1 and 3 can be combined by creating Visualforce “Tabs”

11/4/2014 7

Winter ‘15 Branding Options

1. Community Branding Settings - SAME as pre-Winter ’15

2. Site.com Studio (formerly “Site.com”) - SAME as pre-Winter ’15

3. Force.com Sites (Visualforce) - SAME as pre-Winter ’15

4. Community Designer (BETA)

– Offers declarative configuration settings for branding

– Used with Templates for jumpstart to more modern site than #1

above

– Templates install a pre-built Site.com configuration into your

Community.

– Site.com Studio is now accessed from within Community Designer

11/4/2014 8

Community Designer (BETA) FAQs

Q: What is the difference between Communities Designer and

Site.com Studio?

A: Site.com Studio is accessible from within Communities Designer.

– Communities Designer Basic point-click branding settings

– Site.com Studio Web design editor – can heavily modify UI,

create custom tabs

11/4/2014 9

Community Designer (BETA) FAQs

Q: Can I use the Administration Settings “Branding” AND the

Community Designer to control the look/feel of the Community?

A: No. In Administration Settings, you select which one to use. Not both.

11/4/2014 10

If you choose Community Designer for Tabs + Pages, the Branding settings here are ignored

Community Designer (BETA) Templates

• Existing templates are available to get you started with a modern

user interface that offers standard functionality

– 3 templates for self-service

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Kokua

• Article Search (Data

Categories)

• Cases

• No “Forum”

Koa

• Article Search (Data

Categories)

• Cases

• No “Forum”

• Optimized for mobile

Napili

• Article Search (Navigational &

Featured Topics)

• Cases

• Community Forums (Q&A)

Community Configuration Recap

11/4/2014

12

Communities Designer (optional)• Control the branding Settings for your

Community if you plan to use one of the 4 standard Templates

• Colors, Fonts, Header Image, Logo

Site.com Studio (optional)• Kokua – self-service Template• Koa – self-service Template• Napili – self-service Template• Your own custom Templates/Site• Aloha – Identity Template

Community Administration Settings

• Membership• Tabs & Pages• Email Settings• Login Page Settings• Branding … Settings not used if you

are using Community Designer Templates

Topics

• Winter ‘15 Highlights

– Community Enhancements

• Community Designer (BETA)

• Community Self-Service Templates

– Admin Enhancements

• Process Designer (BETA)

• New Configuration Options

– Activities

– Forecasting

– Productivity Enhancements

• Salesforce1 Mobile

• Duplicate Management (BETA)

• Q&A

Process Designer (BETA)

• a.k.a. “Lightning Process Builder”

• At this time, you must request Feature Activation from Salesforce Support

• Allows Salesforce administrator to automate creation or update of records with clicks not code

– More powerful than Workflow (you can create other records!)

– Triggers (custom code) are not required

• What actions can be automated?

– Create a record

– Email Alert

– Launch a Flow

– Post to Chatter

– Quick Actions (invoke an object-specific or global action)

– Submit for Approval

– Update Records

• The actions that are invoked can be immediate or scheduled

11/4/2014 14

Opportunity Management Example

• One Process can contain the decision tree that defines the automations for that record from beginning to end of the lifecycle

• Combine immediate actions and scheduled actions (things to do a bit later)

• What would have been a series of miscellaneous Workflows and Triggers is now encapsulated in onedefined process flow

11/4/2014 15

Sample Criteria & Actions

• When an Opportunity reaches y Stage and Probability > 75

– Post to the Opportunity Chatter Feed

– If Forecast Category = Pipeline, update the Forecast Category =

Best Case

– If Amount > 1m, email the Oppty Owner’s Manager

• Auto-submit for Approval:

– Automatically submit a record for Approval when Discount > 15%

• Product Bundling:

– When xxx Product is added to an Opportunity, also add yyy and zzz

Products

• If the Account’s Address is modified:

– Post to Chatter with an @mention to the Finance Group

– Update the Mailing Address of all related Contacts

11/4/2014 16

Benefits & Considerations

• Can use logic to determine what value populate in a field … even

on Owner and Picklist field updates

– When Account Owner changes, automatically update Contact

Owner

– When Oppty Owner is assigned, automatically populate the Region

field of the Oppty based on Owner.Region (custom field)

• Plan out your process before creating it in the Designer

– Actions can’t be re-ordered. They will occur in the order you create

them.

• Updating child records….

– It is very powerful!!!

– BUT, we cannot specify WHICH child records to update (e.g. by

entering some filter criteria)

11/4/2014 17

Admin Enhancements - Activities

• Activities can now have Lookup relationship fields (BETA)

– We are no longer at the mercy of the “Related To” field

– E.g. Activities can be tied to an Opportunity AND a Campaign

– To enable this feature, contact salesforce.com Customer Support

• Individuals can control if they want to be emailed when a Task is

assigned to them.

My Settings Calendar & Reminders Reminders & Alerts

11/4/2014 18

Admin Enhancements - Forecasting

• Collaborative Forecasts can now be based on:

– Expected Revenue (Amount * Probability)

• Some organizations measure forecasted revenue based on a weighted amount

(as opposed to bucketing data into Pipeline/Best Case/Commit/Closed)

– Custom Opportunity Field

• Some organizations track the overall contract value in the Opportunity Amount,

but need to Forecast and measure Rep performance based upon another

metric such as Monthly or Annual Amount

– Opportunity Splits can be applied to these as well

• When making Adjustments, the user can input a comment in

“Adjustment Notes”

11/4/2014 19

Topics

• Winter ‘15 Highlights

– Community Enhancements

• Community Designer (BETA)

• Community Self-Service Templates

– Admin Enhancements

• Process Designer (BETA)

• New Configuration Options

– Activities

– Forecasting

– Productivity Enhancements

• Salesforce1 Mobile

• Duplicate Management (BETA)

• Q&A

Salesforce1 Mobile - System Requirements

• Mobile Browsers– Apple Safari® Browser - iOS 7 or later

• iPad® 2 and later models (including the iPad mini)

• iPhone® 4 and later models

– BlackBerry® Browser • BlackBerry Z10 devices with BlackBerry OS 10.2 or later

• BlackBerry Z30 devices with BlackBerry OS 10.2.1.3175 or later

– Good Access™ secure mobile browser • Android™ mobile devices with Android 4.2 or later

• Apple® mobile devices with iOS 7 or later

– Google Chrome browser• Android phones and tablets with Android 4.2 or later.

– Microsoft® Internet Explorer® 11 browser • Nokia™ Lumia™ 1020 and HTC™ 8X phones with Windows®

8.1.

• Downloadable App:– Apple mobile devices with iOS 7 or later:

• iPhone® 4 and later models

• iPad® 2 and later models (including the iPad mini)

– Android phones with Android 4.2 or later

11/4/2014 21

Winter ‘15 – Salesforce1 Mobile Enhancements

• Some major changes were incorporated into the Salesforce1

Mobile User Interface

– Most of these changes apply to Mobile Browser

– A few changes apply to the Downloadable App only

• Salesforce Winter ‘15 Release Notes state:

“Fear not—many of these enhancements will be in future updates to the Salesforce1 downloadable apps for Android and iOS devices. Check back here when new downloadable app versions are released on Google Play and the Apple App Store.”

11/4/2014 22

Winter ‘15 – Salesforce1 Mobile UI

Detail Page Navigation

has replaced the

with “FEED”,

“DETAILS” AND

“RELATED”

Publisher Actions icon

has been replaced with

Action Bar

11/4/2014 23

Winter ‘15 – Salesforce1 Mobile New Features

• Place & Log Calls Faster

– Place the Call

– Hang up

– Salesforce1 redirects you to a Log a Call screen

• Access the Action Bar from a related list of records

11/4/2014 24

Winter ‘15 – Salesforce1 Mobile Setup

11/4/2014 25

Winter ‘15 - Duplicate Management (BETA)

• Objects supported: Accounts, Contact, Lead

• Prevent or advise users of duplicate data entry

• Standard matching rules or you can configure your own

11/4/2014 26

Matching Rules

• Salesforce comes

with standard

Matching Rules

• You can configure

your own

• Specify “Exact

Matching” or

“Fuzzy”

11/4/2014 27

Matching Rules – Fuzzy Logic

11/4/2014 28

Duplicate Rules

• Control what happens when a duplicate is detected (as per your

Active Matching Rules)

• You can bypass sharing rules or enforce

• You can prevent the save or just notify the user

11/4/2014 29

Thank You!For more information

contact: 877-276-2120

sales@Perficient.com