Summer 15 release preview

Analytics 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

Summer ’15

Release Preview

Instantly turn insights into action with the

Customer Success Platform

With 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

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

Analytics Cloud for

Apple Watch Wave Mobile Connector Dashboard Designer Wave Mobile 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 underlying Wave Platform Tap into the power of the

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

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

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

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

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

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

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

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 way

Analytics Cloud

Favorite Features

Sales Cloud

Engage Data.com Prospecting Insights Partner Report Management Cumulative Forecast Rollups Outlook & Exchange Sync Salesforce App for

Accelerate sales by turning your

reps into their own marketers Start a smarter conversation with Data.com insights their own reports to sell smarter Enable your partners to create 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

How to Enable: Contact Salesforce

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

Target User: Sales Reps

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

How to Enable: Admin-Enabled 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

How to Enable: Contact Salesforce 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

Target User: Sales Reps How to Enable: Admin-Enabled Product: Salesforce for

Microsoft (Beta)

Sell in a whole new way

Sales Cloud

Favorite Features

Omni-Channel SOS Bulk Macros Live Agent Chat Conferencing Community Case Feed

Deliver 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

How to Enable: Admin-Enabled

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 How to Enable: Contact Salesforce Product: Service Cloud

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 Product: Service Cloud

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 How to Enable: Admin-Enabled Product: Service Cloud

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

How to Enable: Admin-Enabled

Product: Service Cloud

Service in a whole new way

Service Cloud

Favorite Features

Platform

Encryption Lightning App Builder Components Lightning Salesforce Connector Lightning Connect Enterprise Heroku

Natively encrypt data in

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

How to Enable: Contact Salesforce

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 How to Enable: Auto-Enabled Product: Salesforce1 Platform

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

How to Enable: Admin-Enabled Product: Salesforce1 Platform

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

How to Enable: Contact Salesforce Product: Salesforce1 Platform

(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 apps

Salesforce1 Platform

Favorite Features

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

Easily 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

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

How to Enable: Admin-Enabled

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

How to Enable: Admin-Enabled Product: Marketing Cloud

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

Product: Marketing Cloud

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

How to Enable: Contact Salesforce Product: Marketing Cloud

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

How to Enable: Contact Salesforce Product: Marketing Cloud

Market in a whole new way

Marketing Cloud

Favorite Features

Files Connect in

Salesforce1 Files Connect for Google Drive Recommendations Custom Edit Feed Post

Chatter Group Notifications in Salesforce1

Access SharePoint and OneDrive

files when you are on the go Seamless access to Google Drive files, anywhere content to community members Easily highlight and recommend 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

How to Enable: Contact Salesforce

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

Target User: All Users How to Enable: Contact Salesforce Product: Community Cloud

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

How to Enable: Auto-Enabled Product: Community Cloud

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

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

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

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

Engage in a whole new way

Community Cloud

Favorite Features

the 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

Dive into Summer ’15

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