Summer '15 Release Preview

Summer ’15 Release Preview

Instantly turn insights into action with the Customer Success PlatformWith the Summer ’15 release, gain powerful insights about your

business and then instantly take action, so you can connect with

your customers, employees, and partners like never before.

Harness the power of the Customer Success Platform to get the

insights you need to move your business faster.

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. April 23, 2015

Analytics

Cloud

Sales

Cloud

Service

Cloud

Salesforce1

Platform

Marketing

Cloud

Community

Cloud

Analytics Cloud for Apple

Watch

Wave Mobile Connector

Wave Mobile Dashboard

Designer

Wave Links

Wave REST API

Sales Cloud Engage

Data.com Prospecting

Insights

Partner Report

Management

Cumulative Forecast

Rollups

Salesforce App for Outlook

& Exchange Sync

Omni-Channel

SOS

Bulk Macros

Live Agent Chat

Conferencing

Community Case Feed

Platform Encryption

Lightning App Builder

Lightning Components

Lightning Connect

Salesforce Connector

Heroku Enterprise

Dynamic Send Preview for

Marketing Cloud Connector

Triggered Sends for

Marketing Cloud Connector

Trust for Marketing Cloud

Social Listening/Customer

Care in Social Studio

Active Audiences for

Facebook & Twitter

Advertising

Files Connect for

Salesforce1

Files Connect for Google

Drive

Custom

Recommendations

Edit Feed Post

Chatter Group

Notifications in

Salesforce1

Summer ’15 Favorite Features

225+ New Features

Analytics Cloud for Apple Watch

Wave Mobile Connector

Wave Mobile Dashboard Designer Wave Links Wave REST API

Gain incredible insights with

just a glance

Import data sets on the fly Build dashboards from

your phone

Interact seamlessly between the

Wave and the S1 Mobile App

Tap into the power of the underlying

Wave Platform

Empower anyone in your business to

access the most relevant, and timely

business data - instantly from their

wrist. Now, you can just swipe to

review your key metrics, tap to explore

dashboards, or use Voice Search to

surface vital information when on the

move.

Target User: All Users

How to Enable: Auto-Enabled

Product: Analytics Cloud

Click here to learn more.

With a single tap, you will now be

able to import raw data files, such as

a CSV file, into the Wave mobile app,

transforming data into interactive

visualizations that can be explored

instantly—directly on your phone.





Now you will be able to create an entire

analytics dashboard using any data

source—directly from your phone. With

just a few taps, a data set will be

transformed into a variety of

interconnected charts and graphs, each

woven together so they dynamically

change as you interact with them.





The Salesforce1 Mobile App—or any

custom or partner app built on the

Salesforce1 Platform—will be able to

connect directly to specific data sets,

charts or dashboards in the Wave

mobile app. Now, it is easier than ever

for you to run your business from your

phone.





Partners, developers and customers

alike can now tap into the power of the

underlying Wave Platform, through the

REST API. From sending queries, to

accessing datasets - leverage the

Wave platform capabilities just like

Salesforce has for the Wave mobile

app and browser user interface.

Target User: Partners, Developers

How to Enable: Contact Salesforce

Product: Analytics Cloud (Pilot)


Understand your customers

in a whole new wayAnalytics Cloud Favorite Features

Sales Cloud

Engage

Data.com Prospecting

Insights

Partner Report

Management

Cumulative Forecast

RollupsSalesforce App for

Outlook & Exchange Sync

Accelerate sales by turning your

reps into their own marketers

Start a smarter conversation

with Data.com insights

Enable your partners to create their

own reports to sell smarter

Gain greater clarity around what

deals you can expect to close

Seamlessly connect Salesforce

with Office 365

Sales Cloud Engage unites the power

of Salesforce1 Sales Cloud and Pardot

marketing automation into a new

solution that empowers sales reps to

connect with customers in entirely new

ways. Detailed activity tracking and

tailored Sales Campaigns allow sales

reps to advance customers through

the sales process faster - all from their

mobile device or CRM.

Target User: Sales Reps


Product: Pardot.com


Data.com Prospecting Insights makes

it quick and easy for a rep to get up-

to-speed on the latest trends in their

prospect’s industry. Call preparation

questions crafted by industry experts

help guide reps' discovery.

Information about industry

opportunities deepen the reps'

understanding of the customers, like

never before.


How to Enable: Admin-Enabled

Product: Data.com


Customers using a Channel Sales

community can now give their partners

the ability to create and manage their

own reports. Partners can leverage

the report insights to encourage

community adoption and drive

stronger channel sales.

Target User: Sales Ops, Sales

Managers, Channel Sales


Product: Sales Cloud


Cumulative Forecast Rollups give sales

managers real-time views of the actual

sales numbers that they are going to

bring in for the month or quarter. By

setting the forecast columns to show the

cumulative amounts from the

opportunities in the named category as

well as the subsequent categories in

your pipeline, you can forecast more

accurately.

Target User: Sales Managers, Sales

Ops


Product: Sales Cloud (Pilot)


With Salesforce in Office 365, see

your contacts' business details in

context while reading your emails. Be

more efficient by creating new records

directly in Salesforce without leaving

your workspace. Also, seamlessly

keep all your information

synchronized between Salesforce and

your Exchange server.



Product: Salesforce for

Microsoft (Beta)


Sell in a whole new waySales Cloud Favorite Features

Omni-Channel SOS Bulk MacrosLive Agent Chat

ConferencingCommunity Case

FeedDeliver smarter service by

pushing the right cases to

the right agents, at the right time

Embed support into every

mobile app for instant, live,

in-app guidance

Ensure no question

goes unanswered in

your community

Solve cases faster by

leveraging multiple agents in

one chat session

Go beyond plain text to

dynamically interact with your

customers

With Omni-Channel, companies can

dynamically push work to the right

agents based on skill set and case

history. They can control which cases

their agents take and in what priority,

and they have the ability to identify

which agents are available, capable,

and have capacity to handle incoming

work.

Target User: Support Managers,

Agents


Product: Service Cloud


SOS allows companies to embed a

help button in any mobile app. In one

click, customers are connected to an

agent via one-way video chat and two-

way audio. Agents can provide in-app

guidance and personalized support

from anywhere. Agents can access

cases from all channels and gain a 360

view of the customer right from the

Console.

Target User: Customers




Macros are quick shortcuts that allow

agents to perform multiple actions in

one click, improving productivity.

Users can now execute Macros on

multiple records at once from a list

view. In this release, we support

Macros that only contain Quick Actions

and Email instructions.

Target User: Support Managers, How

to Enable: Auto-Enabled



With Chat Conferencing, agents are

able to swarm complex issues by

pulling other agents into their chat

sessions. The visitor gains access to

multiple experts at once, and agents

can leverage real-time collaboration to

expedite case resolution time.

Target User: Agents




Agents and customers can now view

all interactions on a case, regardless

of channel, in one chronological feed.

Agents can save time by

communicating with customers in a

community via the same case feed

used to collaborate on a case

internally. And, we've woven in the

collaboration tools of Chatter to help

agents streamline interactions with

customers.

Target User: Agents, Customers




Service in a whole new wayService Cloud Favorite Features

Platform

Encryption

Lightning App

Builder

Lightning

Components

Lightning Connect

Salesforce Connector

Heroku

EnterpriseNatively encrypt data in

rest

Easily build custom apps for

any device

Create mobile apps and pages

faster than ever

Connect data across multiple

Salesforce orgs in real time

Build engaging customer facing

apps with enterprise-grade control

Platform Encryption lets customers

encrypt sensitive data on the

Salesforce1 Platform including

standard objects, custom objects, and

attachments. With strong standard-

based encryption built natively into

the Salesforce1 Platform, customers

can now quickly and easily set up

encryption and continue to use

Salesforce functions such as global

search, validation rules, and lookups.

Target User: Admins, IT


Product: Salesforce1 Platform


Lightning App Builder allows anyone

to build apps that run on desktops,

mobile devices, tablets, and

wearables. Using a drag-and-drop

library of easily configurable

components, declarative developers

and admins can visually build apps

on a canvas before deploying them

instantly.

Target User: Admins




Extend the power of the Lightning App

Builder with Lightning Components.

Lightning Components are customizable,

responsive building blocks that can be

reused across apps and pages. Easily use

components from Salesforce, build your

own components, or get pre-built

Components from Salesforce partners on

the AppExchange.

Target User: Admins, Partners,

Developers




Lightning Connect Salesforce

Connector allows you to connect your

data across Salesforce orgs so you

can have a complete view of your

business. Now you can access

accurate data in real time without

copying data. And, you can quickly

setup the data connection in just

minutes, with point and click tools.

Target User: Admins, IT



(comes with Lightning Connect)


Heroku Enterprise gives development

teams collaboration functionality,

control features and the enterprise-

grade support they need to build

engaging customer-facing apps at

production scale. Create rich pixel-

perfect apps with open source

languages like Node, Ruby, and Java

that easily connect into your Salesforce

business processes.

Target User: Developers, IT

How to Enable: Contact Heroku or

Salesforce

Product: Heroku


Engage customers with appsSalesforce1 PlatformFavorite Features

Dynamic Send Preview for Marketing Cloud

Connector

Triggered Sends for Marketing Cloud

ConnectorTrust for Marketing

Cloud

Social Listening/Customer

Care in Social Studio

Active Audiences for Facebook & Twitter

AdvertisingEasily preview dynamic and

personalized emails directly from

Sales Cloud and Service Cloud

Easily send automated emails

directly from Sales Cloud and

Service Cloud

Deliver even better customer experiences Build deeper connections with your

social customers

Advertise based on a single view

of your customer

Marketing Cloud Connector allows

customers to send Marketing Cloud

emails to a Salesforce Contact, Lead, or

Person account records. The new

Dynamic Send Preview feature enables

Marketing Cloud Connector users to

preview emails with dynamic

personalized content before the email is

sent, directly from within the Sales

Cloud and/or Service Cloud.

Target User: Admins, Sales, Marketing


Product: Marketing Cloud


Leverage the power of Triggered

Sends for Marketing Cloud Connector

to send your customers engaging

emails. You can now send welcome

emails to new customers,

confirmation of purchase emails, and

email list opt-in confirmation

messages - all automatically.

Target User: Admins, Sales,

Marketing




Marketing Cloud strives to be your

most trusted marketing platform by

prioritizing quality and increased

security. With the Marketing Cloud's

focus on Trust, you can expect to see

increased security measures, better

overall experience, and a continued

focus on customer success.

Target User: All Marketing Cloud

Users


It all starts with listening. Now you can

keep your marketing content relevant

with real-time market intelligence and

analyze brand conversations on your

social properties. You can engage with

customers and prospects on their

journey with your brand, taking it all on

the go with the Social Studio mobile

app. Also, you can now execute social

care strategies to help increase

customer satisfaction with Service

Cloud.

Target User: Marketers, Community

Managers, Customer Service




With Active Audiences, marketers

can now target customers with

engaging ads, by creating detailed

segments directly from the Marketing

Cloud. Also, with seamless

integration with Facebook and

Twitter, marketers can support their

customer journeys in a whole new

way.

Target User: CBU/EBU Customers




Market in a whole new wayMarketing Cloud Favorite Features

Files Connect in Salesforce1

Files Connect for Google Drive

Custom Recommendations Edit Feed Post

Chatter Group Notifications in

Salesforce1Access SharePoint and OneDrive

files when you are on the go

Seamless access to Google Drive

files, anywhere

Easily highlight and recommend

content to community members

Easily edit feed posts after they

have been posted

Never miss a post from your most

important groups

Now Salesforce Files Connect for

SharePoint and OneDrive is available in

the Salesforce1 Mobile App. Discover,

view and share files stored in Microsoft

SharePoint or OneDrive from the

Salesforce1 Mobile App.

Target User: Salesforce1 Mobile App

Users


Product: Community Cloud


The Summer '15 release adds Google

Drive integration to our already

successful Microsoft SharePoint and

OneDrive integrations. Now any

Google Drive file can immediately be

connected to Salesforce and accessed

via desktop or the Salesforce1 App.

Files can now be mobile and social by

attaching them to records, sharing

them with groups, or by placing them

in the feed.





Drive members to specific groups,

files, or actions with custom

recommendations. Community

managers and admins can create and

manage recommendations right within

the Community Manager Console.

Recommendations can be featured

either in the feed or in the new

recommendation widget in the

community templates.

Target User: Community Managers,

Community Admins




Ensure your feed posts are accurate

and up-to-date with feed post editing.

Now any user can edit their own feed

posts after they have been posted.

Record owners can edit any post on

records they own – no matter who

created the post. Also, admins can edit

posts and manage editing permissions

to grant editing rights to specific

individuals.





Now, you won't miss a single post

from your most important groups as

Chatter Group Notifications are now

available in Salesforce1. Simply select

"every post" from your group email

settings to start receiving those

notifications in Salesforce1 today.





Engage in a whole new wayCommunity Cloud Favorite Features

Visitthe Release Site

Readthe Release Notes

Jointhe Release Community

Discoverthe Admin Quick Wins

See the new features come to

life by watching Salesforce

product marketers demo their

favorite features in the Summer

’15 release.

Click Here.

Learn about all the new and

improved Salesforce features in

the Summer ’15 release.

Click Here.

Get the latest release

information, answers to your

questions, and interactive

product discussions — all in one

place. Click Here.

The Admin Quick Wins Guide

highlights 7 features that are quick

and easy to turn on. Start enjoying

the benefits of the Summer ’15

release, faster.

Click Here.

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Dive into Summer ’15

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Documents

Summer '15 Release Preview