Winter 16 release preview

Sales Introducing the Lightning Experience: Modern User Interface Proactive Sales Intelligence Customizable Platform Sales Wave Analytics App Custom Action Menus Wave Analytics for

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Winter ’16

Release Preview

Get ready for a new kind of customer

success

We have reimagined the Salesforce experience in the

Winter ’16 release Now, you can create 1-to-1 customer

experiences, sell smarter, and go faster than ever before

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 August 28, 2015

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Sales

Introducing the

Lightning Experience:

Modern User Interface

Proactive Sales

Intelligence

Customizable Platform

Sales Wave Analytics App Custom Action Menus Wave Analytics for Visualforce External Display for Presentation Mode New Filter & Comparison

Operators

Omni-Channel Lightning Service Console S1 Mobile Knowledge Conﬁgurable Self-Service Templates Social Post Approvals

Lightning Experience for Custom Objects Process Builder Multiple

Schedules Process Builder Bulk Optimized Lightning Connect CRUD Data Loader for Mac

Next Generation Journey

Builder CRM Powered Advertising with Active Audiences Next Generation Email Group Messaging Marketing Automation with GroupConnect Social Studio Network Expansion

Next Generation Community Builder Targeted Recommendations Rich Text in the Feed Insights for Community

Managers Relevant at Mentions

Winter ’16

Favorite Features 150+ New Features

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Modern User Interface Proactive Sales Intelligence Customizable Platform

With 50 new screens, the new Lightning Experience

puts the most important information

front-and-center The Home screen, with its highlighted deals

and easily actionable to-do items, makes it easier for

reps to plan their days out at a glance

And, using the Opportunity Workspace allows them

to focus in on the activities that will move their

deals forward List Views with integrated charts

bring analytics and insights into each rep's daily

planning and workﬂow With the more intuitive user

interface and productivity gains, sales reps can sell

faster than ever before

New tools mean sales teams can gain new, deeper insights into their business Alerts brings attention

to open to-do items or stalled opportunities, so that reps can manage their priorities more easily

And, the Pipeline Board focuses reps and their managers around the deals that need the most care Plus, with Account Insights, reps can always stay current on their customers' latest news updates

or company announcements Which means that every day, sales reps can focus on what's most important, selling smarter than ever before

The Lightning Experience comes with a whole new suite of tools to make customizing the sales process easier Sales Path lets sales managers build in repeatable, structured guidance so that reps can make the most eﬀective decisions at each step of the sales process

With Page Layouts, sales teams can ensure that the most relevant information is always being

highlighted front-and-center And with Reports & Dashboards, sales organizations can create their own analytics, and get insights into their business So with the new Lightning Experience, sales reps can sell the way they want

Introducing the Lightning Experience

A whole new Salesforce A whole new way to sell.

Sell in a whole new way

Sales Cloud

Favorite Features

Click here to learn more

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Sales Wave

Analytics App Custom Action Menus Wave Analytics for Visualforce External Display for Presentation Mode Comparison Operators New Filter &

Bring the power of Wave to the

Sales Cloud Move from insight to action with custom action menus Easily explore your data and quickly answer any business question - all

without leaving Salesforce

Drive data-driven discussions at your next meeting, right from

your phone

Easily compare dimensions and measures with more precision from your mobile device

Sales Wave is an end-to-end analytics

app that brings the power of Wave

Analytics to Sales Cloud, and delivers a

new level of insight directly to any

device Sales Wave comes with fast

start dashboard templates that can be

personalized to the speciﬁc needs of

your organization Allowing every sales

manager to quickly gain pipeline

visibility, track team performance, and

uncover opportunities to grow their

business

Target User: Sales Managers

How to Enable: Contact Salesforce

Product: Analytics Cloud (Pilot)

With new custom actions menus, you can take advantage of actions that have been added to Salesforce objects —directly from Wave

dashboards and lenses Simply hover over any label or value in a chart or table, and choose an action such as log a call, create a new task or update record status and easily move from discovery to action

Target User: All Users How to Enable: Admin-Enabled Product: Analytics Cloud

Now you can embed a Wave Analytics dashboard into any Visualforce page

Drill in, apply ﬁlters, and explore any dashboard - all without leaving the Salesforce interface you know and love

Target User: All Users How to Enable: Admin-Enabled Product: Analytics Cloud

Presentation mode gets even better, with the ability to enable an

optimized external presentation layout Now, you can drive a data-driven discussion around a particular dashboard right from your mobile device, while projecting an optimized version designed for an external screen

Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud

With the new ﬁlter operators for dimensions—Equals, Does Not Equal, and Contains—you can more easily narrow the focus of your lens Also, with the new comparison operators for measures —Between, Greater Than, and many more—you can precisely customize your data visualizations

Target User: All Users How to Enable: Auto-Enabled Product: Analytics Cloud

Understand your customers

in a whole new way

Analytics Cloud

Favorite Features

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Omni-Channel Lightning Service Console S1 Mobile Knowledge Service Templates Conﬁgurable Self- Social Post Approvals

Deliver smarter service by pushing

the right work to the right agents,

at the right time

Help your agents work faster in the Console with in-context info Knowledge in the Salesforce1 Solve cases faster with

Mobile App

Conﬁgure templates easily with drag and drop components Protect your brand’s reputation on social media

With Omni-Channel, companies can

dynamically push work to the right

employee based on skill set and case

history They can control which work

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

How to Enable: Admin-Enabled

Product: Service Cloud

The Lightning Service Console makes it easier than ever for agents to access, digest, and edit the right information without ever leaving the Console The new user interface aligns with other Lightning features, ensuring that users experience consistency when they work Agents can now search, in-line edit, and even create new records, right from Console Sidebar

Finally, with the new Enhanced Feed Filters, agents can easily sort and ﬁlter activities by type, making it easy for them to review customer communications or internal information

Target User: Agents How to Enable: Auto-Enabled Product: Service Cloud

The Salesforce1 mobile app now includes the ability to view Knowledge Articles on Android and iOS Now, any employee away from their desktop can access Knowledge articles, and articles related to cases, right from their mobile device

Target User: Support Managers, Field Service

Reps, Agents

How to Enable: Auto-Enabled

Companies can now easily conﬁgure self-service communities templates using the drag and drop interface

With just a few clicks, users can access the component library to add, remove, or change the location of any component in their community

For a more personalized look and feel, Admins and developers can now use Lightning to build custom components

Target User: Admins, Developers How to Enable: Auto-Enabled (new

customers), Involved Migration (existing customers)

In the case feed, the social publisher has always allowed social care agents to respond to customers on Facebook and Twitter With Winter ‘16, admins can now create approval processes so that supervisors can review posts before they are published Admins can create approval processes in Setup; agents can submit, recall, and retry posts from the case feed; and supervisors can approve

or reject pending posts in a variety of ways Now, you can ensure your social posts are high quality and

reﬂect your brand

Target User: Agents, Support Managers How to Enable: Admin-Enabled Product: Service Cloud

Service in a whole new way

Service Cloud

Favorite Features

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Lightning Experience

for Custom Objects Multiple Schedules Process Builder Bulk Optimized Process Builder Lightning Connect CRUD Data Loader for Mac

Get work done faster with a new

user experience schedules for time-dependent Quickly conﬁgure multiple

actions

Now optimized for bulk, increase eﬃciencies across your business faster Create, update, and delete data in external systems in real-time Salesforce with a drag-and-drop tool Load data from anywhere into

for Macs

The Lightning Experience for Custom

Objects brings you a modern user

experience and surfaces the most

important information so that you

can get work done faster and delight

your customers It is powered by the

Salesforce1 Platform, so it comes

with all of the beneﬁts of the

Salesforce ecosystem and can be

customized with Lightning App

Builder

Target User: Admins

Product: Salesforce1 Platform

Now, you can schedule all of your timed actions in one place by setting up multiple schedules in the same process Automate all of your reminders and follow-up tasks in one go

How to Enable: Auto-Enabled Product: Salesforce1 Platform

Now, Process Builder can scale to handle records in bulk so you can automate more of your business at once

by triggering it from data loader

Handling records in bulk will increase eﬃciency across your organization and save you time

How to Enable: Auto-Enabled Product: Salesforce1 Platform

Lightning Connect is the fastest, easiest way to connect any data source to Salesforce, helping companies connect legacy data with Salesforce in minutes using point and click tools Now, companies can seamlessly create, read, update, and delete data in external systems, right from within Salesforce

Target User: Admins How to Enable: Admin-Enabled

Now available for Mac, Data Loader let's you load data from into

Salesforce with point and click simplicity Just drag-and-drop to map your ﬁelds, double check with built-in CSV viewer, and even perform bulk operations Loading data from a Mac into Salesforce has never been so easy

Target User: Admins How to Enable: Admin-Enabled

Engage customers with apps

Salesforce1 Platform

Favorite Features

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Next Generation

Journey Builder

CRM Powered Advertising with Active Audiences Next Generation Email

Group Messaging Marketing Automation with GroupConnect Social Studio Network Expansion

Plan, personalize and optimize

every customer journey Use customer data in Salesforce for targeted advertising and

building lookalike audiences

Easily deliver 1-to-1 personalized emails at scale Empower marketers to extend

personalized, 1-to-1 customer journeys to messaging apps

Grow your community with the addition of Instagram, YouTube and Google+ networks

Next Generation Journey Builder

increases the ability to plan, personalize

and optimize customer journeys across

sales, service, marketing, custom apps,

and much more With the new added

integration for Sales Cloud and Service

Cloud activities you can create journeys

that go beyond traditional marketing

activities Now, any journey is possible

Target User: Customer Experience Managers

How to Enable: Admin-Enabled

Product: Marketing Cloud

Use ﬁrst party data to run targeted advertising to your customers on Instagram and with display ads

Extend your 1-to-1 cross-channel customer journeys by advertising to your customers based on the information you know about them and tailoring your ads to send the right message, to the right person,

at the right time

Target User: Marketers How to Enable: Auto-Enabled Product: Marketing Cloud

Easily create and send emails with new drag-and-drop tools with Next Generation Email Be fully in charge of your campaigns by easily managing your headers and footers, changing links after an email has been deployed, and clearing the queue of a paused email Now, you can easily deliver 1-to-1 personalized emails at scale

GroupConnect is a mobile messaging solution that enables brands to extend personalized, 1-to-1 customer journeys into messaging apps Marketers can identify their new 'friends,' or user proﬁles,

by linking them to existing marketing data within GroupConnect These rich user proﬁles extend across all digital channels, such as web, email, and customer relationship management systems Also, marketers can engage in personalized 2-way conversations and are empowered to create 1-to-1 journeys with the billions of users on messaging apps

Target User: Marketers How to Enable: Contact Salesforce Product: Marketing Cloud

Build your brand and expand your community by publishing compelling images to Instagram, and videos to your YouTube channels Save time by quickly cross posting your video to Facebook Publish text, images and links on Google+ and monitor performance Share the top performing posts with other teams

Market in a whole new way

Marketing Cloud

Favorite Features

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Next Generation

Community Builder Recommendations Targeted Rich Text In The Feed Community Managers Relevant At Mentions Insights for

Easily customize a community

without code using Lightning

Components

Personalize the community experience for every user Customize the font and style of your feed posts Easily monitor the community and take action right from the

Community Management page

See the most relevant suggestions when at mentioning people

or groups

Lightning Community Builder and

Templates enable any business user – not

just developers and IT staﬀ – to quickly

and easily deploy a customized, branded

and mobile-optimized community

And, now companies can use Lightning

Community Builder to create their own

customer community and even develop

their own custom pages with Lightning

Components and embed them into the

community In addition, new drag and

drop Templates allow customized design,

usability and data integration

Target User: Community Managers, Admins

Product: Community Cloud

Targeted Recommendations allow community managers to suggest content with speciﬁc information or post an announcement into the feed and target it to a speciﬁc group, member type or individual Powerful algorithms deliver the most relevant content to each member The recommendation algorithms also identify and surface experts so that only the most relevant contributors are highlighted within the community

Target User: Community Managers, Admins,

Community Users

How to Enable: Auto-Enabled Product: Community Cloud

Rich Text In The Feed allows users to customize the formatting for

messages they post in the feed

Empower users to personalize their messages and allow them to edit previous posts by adding rich text

Highlight important portions of a post by making it bold, italicize headings or strikethrough portions

of previous posts by editing

Target User: All Users How to Enable: Auto-Enabled Product: Community Cloud

Insights make it easy for community managers and moderators to see what's going on in a community and drive community engagement and adoption Now community

managers can monitor the community and take action right from the Community Management page Choose from over 100 pre-packaged reports to easily customize Insights to suit any community manager's needs and add or subtract reports as needed

Target User: Community Managers How to Enable: Auto-Enabled Product: Community Cloud

Relevant At Mentions make it easier than ever before to quickly at mention people and groups This new algorithm learns your behavior

to suggest the people and groups with which you interact the most And when in a private group it will suggest members of the group so that you can mention people fast Suggested names are sorted alphabetically so people are easy to ﬁnd

Target User: All Users How to Enable: Auto-Enabled Product: Community Cloud

Engage in a whole new way

Community Cloud

Favorite Features

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the Release Community

See the new features come to life

by watching Salesforce product

marketers demo their favorite

features in the Winter ’16 release

Click Here

Learn about all the new and improved Salesforce features in the Winter ’16 release

Click Here

Get the latest release information, answers to your questions, and

Warm Up to Winter ’16

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