Winter ’10 Apps Release Preview Webinar Sati Hillyer Force.com Evangelist
Viviana Padilla Sr. Manager, Product Marketing
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the fiscal year ended January 31, 2009 and our other filings. These documents are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other press releases or 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Agenda
Apps Release Preview Features – Sales Cloud
– Mobile Enhancements
– Service Cloud 2
Upcoming Events
Question & Answers
Accounts & Contacts
Real-Time Content Library
Genius
AppExchange
Partners
Forecasting & Analytics
Email & Productivity Real-Time Approvals
& Work!ow
Leads & Opportunities
Select New Quote from the
opportunity
Primary contact information and account address information are automatically copied over to the
new quote
All of the opportunity products will be copied over to the new
quote on save
Real-Time Quotes (Pilot) Generate and send a quote PDF in less than five clicks
View quote totals information including
discount, tax, shipping and handling
Quickly add more products to your quote
Add a discount to your line
items
Real-Time Quotes (cont.) Quote Detail Page
Create a PDF version of the
quote with your company’s logo
Save the quote PDF document to your quote
Real-Time Quotes (cont.) Create a Quote PDF
Contact from the quote is automatically added.
Simply type in your subject and message
and click send!
PDF automatically attached to
Real-Time Quotes (cont.) Send the Quote
Turn the campaign
detail into a dashboard!
Marketing – Campaign Scoreboard Make quick & effective campaign decisions
Email RT & Page Layout Direct Mail RT & Page Layout
Campaign Member Type controls Campaign
member page layout
Marketing – Campaign Scoreboard (cont.) Manage multiple channels with a few clicks
New Option to run Workflow
Map campaign member custom fields
Campaign Member Triggers & Validation
Rules will fire for all members created & updated using the Campaign Import
Wizards
Marketing – Campaign Assistant Streamline campaign execution & ensure data accuracy
Admin can configure if a workspace perm has delivery rights or not
Admin can then assign that workspace perm to
certain users
Content – Content Delivery Workspace/User level permission, Access Content via API
Fit-to-page and fit-to-width make it
easier to read the document
Zoom in / out controls to read
documents at close range
Continuous scrolling to scroll
through word docs and pdfs
Content – Enhanced Document Viewer Improved web viewing experience
1
2
Salesforce to Salesforce – Share Attachments Share attachments with your partners in real-time
• Errors created due to validation rules, apex validation checks, or bad data (e.g. email value is invalid)
Failed insert/update: • Logged in connection audit where error occurs
• Email sent to connection owners with error details
Salesforce to Salesforce – Log S2S Exceptions Track real-time logs of your connections
Send partners email
Partners respond via
landing page
Invite salesforce partners to
connect
Salesforce to Salesforce – Partner Finder Connect with business partners using Salesforce CRM
Choose to truncate content for each Email
Service
New methods for Visualforce email templates for attachments
Make your attachment
inline in Email Author
Improved bounce routing
for Email Services
Enforce SSL for email
connections
Email Enhancements Control the email experience & configure your attachment
Hover shows segment detail
Combination chart shows two values, here one on another axis
Stage colors are the same in
both pies.
Stage colors are the same in
both pies.
Analytics Advancements Get data fast, ensure consistency, combine charts, & more…
Selecting the Preview button will
launch the embedded Safari
Browser.
Selecting Open will open the document for
browsing in the embedded Safari
Browser.
Selecting Send will generate a draft email
with a link to the content.
Selecting the forward and back buttons will navigate through the
pages in a presentation.
Mobile – Content for iPhone Access and send the content you want while on the go
Selecting the Preview button will
launch the embedded Safari
Browser.
Selecting Deliver will generate a draft email
with a link to the content.
Selecting the forward and back buttons will navigate through the
pages in a presentation. Listview with Content documents
Mobile – Content for BlackBerry Access and send the content you want while on the go
Service Cloud Manager
Call Center
Email Search
Social
Join the Conversation
Partners Chat
Customer Portal Community
The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears, you may have to delete the image and then insert it again.
The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears, you may have to delete the image and then insert it again.
Answers community
Users can vote on most relevant answers
Community – Answers (Pilot) Review and post answers to community questions
Search across different article
types.
Filter Knowledge with data categories.
See at a glance, articles that you haven't read yet.
Personalize your list of
results
Knowledge Built on a true multitenant cloud platform
Increase Customer Satisfaction
Monitor & Join Twitter Conversations
Capture Knowledge from the Twitter Community
Share Knowledge from Tweets
Salesforce for
Salesforce for Twitter – Available Today! Join the real-time conversation in the social network
Automatically Enabled
Configuration Required
Contact Salesforce
Real-Time Quotes (Pilot) X
Campaign Summaries X
Dynamic Campaign Viewing X Campaign Assistant X
Content: Content Delivery X
Content: Enhanced Document Viewer X
Analytics Advancements X
S2S: Sharing Attachments X
S2S: Except Process X S2S: Connection Finder X
Mobile Content Library X
Email Services Enhancements X Email Attachment Enhancements X
Community Application X X
Community: Upload Images X
Answers (Pilot) X
Knowledge X
Salesforce for Twitter – Live on AppExchange
Feature Enhancements
http://www.salesforce.com/dreamforce
Dreamforce ’09 – Register Now! Early Bird Extended to Friday, 9/18
Upcoming Events
Coming in October Force.com Security Team Development on Force.com
Details coming soon on
http://developer.force.com/
Thank You, Questions & Answers
Resources – Winter ‘10 Release Preview
http://www.salesforce.com/community/winter10/
– Winter ’10 Release Schedule http://trust.salesforce.com
– Ideas Exchange http://ideas.salesforce.com
– Pre Release Sign Up https://prerelwww.pre.salesforce.com/form/trial/prerelease_winter10.jsp
– Release Notes https://na1.salesforce.com/help/doc/en/salesforce_winter10_release_notes.pdf
Previous Releases – Summer ‘09: http://www.salesforce.com/community/summer09/ – Spring ’09: http://www.salesforce.com/community/spring09/spring09.jsp – Winter '09: http://www.salesforce.com/products/winter09.jsp – Summer ’08: ttp://www.salesforce.com/products/previews/summer08