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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:webinar@blat-lapidot.com