salesforce spring'15 release overview deck

Spring ’15 Release Overview Deck Jacob Varghese, Success Architect

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Spring ‘15 Release Timeline

Spring ‘15 Release Timeline

PROD – R1 2/6/2015

NA6, NA7, NA8, NA9, NA17, NA18, NA22, EU5

SB-1 – 1/9/2015 CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS20, CS21, CS23,

CS30, CS32, CS80

December ‘14 January ‘15 February ‘15

Pre-Release and Release Notes Available (12/18)

SB-2 – 1/10/2015 CS5, SR1, SR2

PROD – R0 1/16/2015

NA1

PROD – R2a 2/13/2015

EU0, EU1, EU2, EU3, CS81, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20, NA21, NA23, NA41

PROD – R2b 2/14/2015

AP0, AP1, AP2, CS1, CS2, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS33

Release Readiness LIVE! – 1/20 & 1/21

Salesforce1 Reporting Enhancements

§  Report notifications – receive threshold-based daily alerts via Email, Chatter, or Salesforce1

§  Tablet-optimized version dashboards §  Filtered and dynamic dashboards in Salesforce1 §  Reports are now natively available in Salesforce1

What are the Enhancements to Salesforce1 Reporting?

§  Get alerts based on personal threshold

§  Notified via Salesforce1, Email, or Chatter

§  Doesn’t count towards Scheduled Report Limits

§  Limit – 5 subscriptions per user

Key Capabilities – Report Notifications

Purpose: Access reports from left navigation. Audience: All

Key Capabilities: Direct Access to Reports

Tap on Reports to view Most

Recently Viewed Reports

Purpose: View up to three columns of dashboard in landscape and portrait mode on tablet. Audience: All

Key Capabilities: Tablet Optimization

Scroll up and down to see all components in each column

Purpose: Interactively filter report by tapping on chart. Audience: All

Key Capabilities: Tablet Optimization

Interact with chart or

legend on side panel.

Select multiple filters from legend by tapping.

Purpose: To run dashboard as someone else and view results. Audience: All

Key Capabilities: Dynamic Dashboards

Search for user to Run

Dashboard As

Tap on User icon in action bar

Purpose: Two options for refresh and rerun. Audience: All

Key Capabilities: Refresh Dashboards More Easily

Tap re-run icon in action bar

Make a decision on

reloading latest refresh or

re-running the source reports. Reloading by Pull to refresh will be faster.

Chatter Enhancements

§  Chatter –  Bundled Posts –  Consolidated Post Action –  Feed Post Actions –  Workflow Engine Support for

Feed Posts –  Emoticons –  Salesforce1 for Tablet –  Enhanced Follow Model

§  Files –  Files Connect –  Salesforce Files Sync –  Salesforce Files Administration

What are the Enhancements to Chatter?

Bundled Posts available in Salesforce1 Web and Salesforce1 mobile: When a series of changes to record data take place within a short window of time, those changes are bundled together as a summary post, thus making users’ posts more prominent.

What are the Enhancements to Chatter? (cont.)

Bundled Post: One post representing a

group of sequential changes to the record.

Consolidated Post Action available in Salesforce1 Web and Salesforce1 mobile: Allows users to attach files and links to the same post in the Salesforce1 web application.


Attach Files and include Links.

Feed Post Actions available in Salesforce1 Web and Salesforce1 mobile: Use the “Create New Task” action from a post and follow the conversation and files from your task list.


Create New Task available from Feed

Post Menu. Use the link on the post to navigate to the task

that you created.

And more… §  Workflow Engine Support for Feed Posts:

–  You may now use the Salesforce Workflow engine to kick off automation based on Feeditem inserts. This feature only supports Feeditems and not Comments.

§  Emoticons! OMG! 😸 💩 💃 🚼 👻


Files Connect provides: §  New unified access to internal and external files in

Salesforce 1 web (one.app), providing users the ability to: –  Access the unified recent list of Files from the Files App

in stage left. –  Post an external file.

§  OneDrive for Business (announced December 17), which lets Salesforce users access and share files from Microsoft’s latest cloud-based content system.

What are the Enhancements to Files Connect?

OneDrive for Business (announced December 17) lets Salesforce users access and share files from Microsoft’s latest cloud-based content system.

What are the Enhancements to Files Connect? (cont.)

Files Sync now supports: §  Synchronizing files shared by

others, directly from Chatter feed posts, file lists, and file detail pages. Previously, users could only sync their own files.

§  Users having up to 10,000 synced files.

§  Windows 8 and 8.1, and Mac OS X Yosemite.

What are the Enhancements to Salesforce Files Sync?

Salesforce Files now supports Record Types and Page Layouts. §  Previously, most customizable

objects supported Record Types and Page Layouts, but Files did not.

§  Administrators can now set both of these for Files and Content, using the Record Types and Page Layouts Setup pages in the new Salesforce Files node.

What are the Enhancements to Files Administration?

Unified Record Types and Page Layouts replace Content Types for Salesforce Files (Both Content and Chatter Files).

Sales Cloud Enhancements

§  Collaborative Forecast §  Notes §  Sales Path §  Exchange Sync §  Duplicate Management §  Salesforce for Outlook

What are the Enhancements to the Sales Cloud?

Forecast adjustments make forecasting more flexible by allowing users to make changes to forecast rollup amounts. Sales managers can save time by adjusting the rolled-up forecast number instead of each individual forecast number for every rep.

What are the Enhancements to Collaborative Forecasts?

Manager can now adjust own total

forecast rather than allocating adjustments to subordinates. This feature also extends

to sales reps to adjust own forecast.

§  Lets all forecast users adjust their own forecasts with flexible forecast adjustments.

§  Administrators can allow all forecast users, including both sales reps and managers, to adjust their own forecast amounts.

§  Reps now have the power to make adjustments to their own forecasts without changing the underlying opportunity value.

§  Sales managers can save time by adjusting the rolled-up

forecast number instead of each individual forecast number for every rep.

What are the Enhancements to Collaborative Forecasts? (cont.)

§  It’s quick and easy. No more Post-its and third-party text apps. Capture your thoughts in just a few steps.

§  It’s optimized for sales. Keep your notes private, or relate them to multiple Salesforce records of nearly any type. You can even create tasks right from your notes!

§  It’s cross-platform. Whether you’re on a phone, tablet, or desktop, it’s easy to create, view, and search notes right from within Salesforce.

What are the Enhancements to Notes?

A “Note” publisher action is available in the global Action Bar. With one tap of the button, a sales rep can create a note with Salesforce1.

What are the Enhancements to Notes? (cont.)

A blank note is created. This is very similar to other consumer note-taking apps. You can enter a title and a body of text.


Tap the body to enter text and show a toolbar with rich text options, including a bulleted list and a numbered list. This note is also only visible to you, until you relate it to other records. You can do so by tapping “Relate Records.”


You can relate a note to multiple Salesforce records, even those for custom objects. The Relate Records panel displays your recent records. You can also search for records.


Sometimes you have action items in a note. Right-swipe a line to easily create a task for it. Check out a list of tasks created from this note by tapping the check mark.


Access a list of notes from the left navigation menu in Salesforce1.


§  Notes are now reportable, like Files and Contents. §  Notes will also show up under Files, along with other file types. §  Requires Chatter to be on for the org. §  If you relate a note to a record, a Chatter post will be automatically

added for that record. Whoever has access to the record will be able to open and read the note.

§  Same note-taking experience on phone and tablet with Salesforce1. §  This is an open beta. Administrators can turn it on/off via Setup menu. §  Once enabled, admin needs to manually add note actions and menu

items in order to have the best mobile experience. §  Admin can disable the swipe gesture via the Setup menu (under

Activities Settings).


With the Spring ’15 release, Sales Path streamlines the sales process by keeping reps focused on what they need to do to push their deals forward. Visualize stages in the sales process and surface key fields and relevant content based on the stage of the deal.

What are the Enhancements to Sales Path?

NOTE: Only available in Salesforce1.

At the beginning of the sales process, there can be a lot of information to capture, which can be overwhelming for reps! Sales Path makes it easy for reps to capture the right information at the right time by surfacing key fields based on the deal stage.

Sales reps have a lot of resources out there, but it can be hard to provide them with the right tools at the right time. Sales Path helps reps focus on what they need to do at each stage. Provide best practices, links to chatter groups & files, and other relevant resources to help them succeed in moving the deal forward.

Onboarding new sales reps can be challenging. They need to learn the ins & outs of the sales process, when to advance the stage, what fields to populate & when, and need help finding the right sales materials. Sales Path accelerates the onboarding process by helping reps visualize where they are in the sales process and surfacing key fields and relevant sales content based on the opportunity stage.

Capture key deal info at every stage

Relevant content when you need it

Quickly onboard new reps

What are the Enhancements to Sales Path? (cont.)

Sales Path Set Up for Admins


New node in Set Up

Enable Sales Path for the org

Create a new Sales Path

Select an Opportunity Record Type

Activate Sales Path on Finish

Using Sales Path Step 1: Sales Path Name & Record Type


Admin can add Rich Text,* such as best practices, things to

consider, links to files or groups

Opportunity Stages for the selected Record Type are

automatically added

Admin can add Opportunity Fields*

that should appear for that stage

NOTE*: You can select up to 5 fields and 1000 characters of text (including markup) per stage.

Using Sales Path, Step 2: Add Fields & Rich Text


That’s it! Sales Path will now automatically appear on the Opportunity Page Layout in

Salesforce1.

Using Sales Path, Step 3: Finish


Visualize the sales process

Surface key fields per

stage

Rich text for guidance

Select “Mark Stage as Complete” to

advance the stage

Sales Path in Salesforce1


Add up to 5 fields that should appear when the rep is in

that stage

Quickly edit key fields without editing full

Opportunity

Sales Path in Salesforce1–Edit Fields


Add up to 5 fields that should appear when

the rep is in that stage

Peek ahead to see relevant fields and guidance for future

stages

Select “Mark as Current Stage” to update the stage

Sales Path in Salesforce1–Peek Ahead


Select the Closed Stage

Sales Path in Salesforce1–Close Opportunity


Keep the contacts and events in your users’ Exchange-based email systems in sync with contacts and events in Salesforce, without requiring your users to install and maintain software on their workstations.

What are the Enhancements to Exchange Sync?

How it works: Server-to-Server

What are the Enhancements to Exchange Sync? (cont.)

Feature overview: Server-based sync engine benefits §  Server-to-Server sync — runs

in the background, always working

§  Any device — Windows, Mac, iOS, Android

§  Easy on IT — nothing to install, central management


Exchange Sync Configurations: Set up sync directions, behaviors, and filters for different user populations.


Exchange Sync Status Admin Setup allows overview of org-wide and user-specific sync status.


§  Sales Manager wants a record in Salesforce of Sales Reps’ customer meetings (events)

§  Meeting Scheduler wants to set up events in Salesforce and have them appear in Sales Reps’ Outlook

§  Sales Rep needs customer contact info available outside of Salesforce

§  IT Professional needs to enable a sync technology for a diverse set of devices and OSs

Sample Use Cases

§  Duplicate Warning & Blocking has been a top request on the Idea Exchange for many years now. Gartner says the #1 reason for failed CRM implementations is bad data. CRM customers expect a warning or blocking of duplicate creation, based on matching logic that they can configure. This can increase efficiency for your teams, improve overall data quality, and improve accuracy in forecasting.

§  Duplicate & Matching Rules: Administrators can configure matching rules for what constitutes a duplicate and duplicate rules for what Salesforce.com should do when a duplicate is found; these options include blocking, alerting, and reporting.

§  Duplicate Alerts: End users in sales, marketing, and operations will be alerted if they are creating a duplicate, whether working in the traditional Salesforce desktop UI or in Salesforce1. Matching records are presented to the user so they can work with an existing record instead of creating a duplicate.

What are the Enhancements to Duplicate Management?

Does your sales operations team sometimes feel they’ve got a second full-time job managing data quality? With the duplicate insertion problem under control, sales operations can spend less time on data stewardship and more time on their real jobs.

Does it frustrate your sales team to have to hunt through CRM to make sure a record doesn’t already exist before creating a new one? Do they even bother? Duplicate alerts save time by notifying your users of existing records when and where they’re creating new ones.

You’re doing business with one company but you wouldn’t know it because your team is logging opportunities to duplicate accounts all over your CRM. Sales management can have greater confidence in forecasts knowing there aren’t two or three of every account or contact appearing in their reports.

Better Data Quality Greater Forecast Accuracy

Increased Efficiency

What are the Enhancements to Duplicate Management? (cont.)


Cross-object duplicate rules allow you to find matches across multiple objects.


Support for custom objects


Match rules support picklists

Summary: Improvements in GA (since the beta)

Theme Enhancements

Cross-object duplicate rules

§  Can now create duplicate rules that compare records of different object types (lead to contact, lead to account, …)

§  Duplicates are highlighted in desktop and S1 mobile user interface

Custom objects §  Improved standard match rules are now available in all beta orgs §  Custom rules now include fuzzy matching options §  Match rules now support lookup fields (i.e., “company name” on contacts) §  Improved performance for batch processing

Field mapping §  Duplicate report action flags records as dupes when they’re inserted §  Duplicate record sets store groups of duplicates in Salesforce §  Available to UI, API, and custom report types via user profiles

Lead convert §  All rule setup is now consolidated in one place, under Data.com Administration §  Help and training content available throughout the application §  Error logging for failed match requests is now available in setup

Recurring Salesforce tasks now sync to Outlook. Recurring tasks updated in Outlook don’t sync back to Salesforce.

The side panel now matches addresses from Outlook email recipients on all email fields from Salesforce contacts and leads—even custom email fields. Sales users are more likely to find Salesforce records related to people included on Outlook emails.

Admins can now indicate whether emails added to person accounts are done so as contacts or accounts. Helps admins preserve business logic by ensuring emails added to Salesforce records occur the way admins expect.

Sync Recurring Tasks

Contacts and Leads in the Side

Panel

Add emails to person

accounts

What are the Enhancements to Salesforce for Outlook?

When enabled, sales users can add an email to multiple accounts, opportunities, cases, or custom objects. In Salesforce, the email is saved in as many tasks as there are associations.

Add emails to multiple records that accept tasks

Sync recurring Salesforce tasks to Outlook.

What are the Enhancements to Salesforce for Outlook? (cont.)

Here’s the same recurring task in Outlook, in the view showing tasks due today

and tomorrow.

We don’t support adding Outlook recurring tasks to Salesforce records.

Add emails to multiple Salesforce records that accept tasks (besides contacts).


We create one task for each association in

Salesforce.

Add an Outlook email to multiple accounts using the side panel.

Additional Resources §  Google Search: Salesforce for Outlook Release Notes §  Google Search: Salesforce for Outlook System Requirements §  Success Community Group: Official: Salesforce for Outlook §  Quick Start guide: bit.ly/SFOqs (case-sensitive)


Lightning Process Builder

 Lightning Process Builder lets you automate business processes using a visual interface. •  Processes allow you to execute action groups when certain

conditions are met.

•  Action groups can consist of immediate and scheduled actions.

 Capabilities include: •  Creating a record.

•  Updating fields on records or any related record.

•  Launching a trigger-ready flow as an immediate or scheduled action.

•  Sending an email.

•  Posting to Chatter.

•  Submitting for approval.

•  Triggering Apex.

What is Lightning Process Builder?

Prior to Process Builder, you had to use Visual Workflow or Apex to create a record, update fields on any related record, post to Chatter, or submit a record for approval.

What Actions are Supported by Lightning Process Builder?

Prior to Process Builder, you had to use Visual Workflow or Apex to create a record, update fields on any related record, post to Chatter, or submit a record for approval.

Actions Description Create a record Create a new record. Update records Update fields on records or any related records. Send an email Send an email using an email alert. Post to Chatter Post to the feed of a user, a Chatter group, or the record that started

the process. Use a quick action Use an object-specific or global action to create a record, update a record,

or log a call. Submit for approval Submit a record for approval without requiring users to submit manually. Launch a flow Launch a trigger-ready flow to automate complex business processes. Call Apex Call an Apex method to add customized functionality.

Service Cloud Enhancements

§  Salesforce Console for Service Enhancements §  Macros (Agent Productivity) §  Social Customer Service Starter Pack §  Service Communities Enhancements (Question-to-Case) §  Business Continuity with Org Sync §  SOS (Pilot)

What are the Enhancements to the Service Cloud?

Organization Sync lets you set up a secondary, synced Salesforce organization where users can work when your primary organization is unavailable.

How Can You Promote Business Continuity with Org Sync?

PUBLISH objects and fields to be

synchronized

SUBSCRIBE to Objects and Fields from second org

Setup metadata and users in second org

Perform an Initial Sync of historical data, as required

Primary Org Secondary Org

Repeat steps 2 and 3 from secondary to primary for a 2-way

synchronization

1

2

3

4

What is SOS? (Pilot)

Presence Widget is added to Console.

Presence status set to “Online” allows agents to accept SOS sessions.

Customer Context

Agent can “Accept” to launch

SOS session.

Use Omni-Channel routing to “PUSH” SOS sessions to agents.

With SOS, companies can now deliver immediate, personalized, and contextual mobile support on the devices and platforms their customers use everyday! In one click, mobile customers can connect to an agent via video chat and in-app screenshare.

Benefit from a collaborative and shared service experience.

SOS Session User Interface (Pilot)

Agent UI

Customer UI

Draggable Video

Container Movable Video

Container

Agent Annotations

Agent Annotations

Agent Annotations Screenshare

Users can: §  Use new keyboard shortcuts. §  Rearrange console tabs. §  Access several console

features automatically. §  Adopt new system

recommendations. Administrators can:

§  Clone console apps. §  Assign an automatic height and

width to stacked components. §  Let users customize navigation tabs.

What are the Enhancements to the Console for Service?

When working on a case, the pinned list can take up valuable real estate. The Shift+N keyboard shortcut allows users to quickly collapse and expand a pinned list. The new zoom keyboard shortcut (Z) is an awesome utility that quickly allows users to collapse the header, footer, and pinned list in a single click!

Console for Service: Keyboard Shortcuts for Users

Header and footer

Pinned list

No pinned list

No header and footer

Support agents can now save time by performing multiple actions in one click. For example, opening the email action, selecting a template, sending an email, and changing the Case status can be done in just one Macro.

What are Macros?

You can search and execute a Macro from the Macro widget only available in the Salesforce console. Macros can be created by an administrator or any user who has permission in his or her profile. § Open the Macro widget with a simple

keyboard shortcut. § Watch each instruction being performed. § Each instruction is being executed in the

Console in real time. § Agent is guided in the Macro creation

process. § Macros can be shared manually or by

using sharing rules.

Open the Macro widget with a keyboard shortcut (M) from within the Console.

Use the Macro Widget to Search, Create, and Run a Macro

The lightening bolt icon indicates that the

macro performs an action—such as

sending an email—that cannot be un-done.

Enter some letters from the macro’s name to search for it.

Create a brand-new macro using this link.

Run, Edit, and View Buttons.

Collapse the Instructions.

Agents or administrators can create Macros.

Creating a Macro is Easy!

Macro Name (only searchable field)

The Description will display below the

Macro Name in the Widget.

Click Done to validate the current instruction

and add a new instruction below.

Create a new instruction in the same context as the previous

instruction.

Hover over the step number to Delete, Reorder, or Add a new instruction.

The first macro instruction specifies the tab that the

macro acts upon.

The minimum width and height features for standard console components ensure that there is at least enough real estate for a component to be usable. If there isn’t, the component simply collapses itself. When expanded again, it expands to the minimum required real width or height.

Console for Service: Responsive Sidebars

Reduce from this width…

…to this width.

With Spring ‘15, any sidebar region can be collapsed using the “Shift + arrow” keys.

You can now drag and drop tabs to any position in their tab strip. This is useful when users have tabs that they frequently access.

Console for Service: Drag and Drop Console Tabs

Drag tab to left

Administrators can turn on Social Customer Service in just minutes. Connect your Facebook and Twitter accounts directly from Salesforce and deliver social customer care without a separate Radian6 account.

Social Customer Service Starter Pack is GA!

Create account with no login required.

Add social accounts.

Start and stop data sources directly from Salesforce.

Create Cases from Questions in Chatter with Questions-to-Case. If a question in Chatter isn’t resolved, moderators can escalate the question to a case directly in the feed.

Service Communities Enhancements: Escalate Questions to Cases

Moderators can access Escalate to Case from the overflow menu on

the feed item.

The escalation form fields and default values

can be configured.

NOTE: Question-to-Case is available in the full Salesforce site and the Salesforce1 mobile browser app, as well as in Communities where Chatter Questions is enabled.

Respond to escalated questions without ever leaving the Console.

Service Communities Enhancements: Manage Escalated Questions

The entire question and all current

answers are included in the associated

case feed.

With the Community publisher, agents can respond directly on the

question in the community.

Question information is automatically

included in the case details.

Agents can mark an answer as “Best” if someone in the

community has already answered the question.

Build workflow rules or use the Lightning Process Builder to automatically create cases from questions that meet specified criteria.

Service Communities Enhancements: Automate Escalation of Questions

The Escalate to Case feed action is available to use

within flows and processes.

Custom flows and processes can be built to create cases from questions based on criteria such as number of

likes, best answer, and content.

Communities Enhancements

§  Community Builder §  Setup and Community Management Console §  Enhancements to the Napili Template

What are the Enhancements and Additions to Communities?

Users creating a new community will be taken through an improved setup experience. §  Add a new community to trigger the Starter Wizard. §  Choose a template.

What are the Enhancements to Community Builder?

Use the Branding Editor to customize the template. §  Choose a palette to

quickly change colors. §  Update colors using the

branding editor, then review live on the canvas.

§  Get branding done faster by uploading your company logo and automatically generating a color palette for your community.

What are the Enhancements to Community Builder? (cont.)

Once your community setup is complete: §  Use the new Page Editor and associated Property Editor to modify the various

components on a page within a community to update text labels, pick the number of results to display, and more.


Once your community setup is complete: §  Use the new Settings area to

get important info about the current template and links to add data.

§  Receive notifications about the availability of new templates.

§  Try out new templates for published communities by upgrading the current community to the new template and reverting to the previous one if the new template does not meet your needs.


Community setup and management consolidated into the Community Console, where Community Managers can view, analyze, manage, and act on community information. New features: §  Setup overlay moved to console §  Streamlined wizard-based flow §  Intelligent navigation options §  Enhanced overview page §  New files moderation page §  Topic Management (beta) §  Custom Recommendations

What is the new Setup & Community Management Console?

Based on customer feedback, we’ve made some enhancements to the Napili template that include Cases, Knowledge, and Questions in the feed. Summary of new features: §  Community Leaderboard §  Trending and Related Topics §  Enhanced Profile with User and Email

Settings, Reputation, Follow, and Activity Feed

§  Configurable photo visibility settings §  Add/Remove topics after posting,

Follow Topic §  Case Feed vs. case comments (pilot)

What are the Enhancments to the Napili Template?

Communities Enhancements Summary

Feature Release Type

Automatically visible to all users. No setup

required.

Automatically visible to all Admins. No

setup required.

Not automatically visible. Feature

is available but requires some setup.

Contact salesforce.com to

enable this feature. Salesforce Edition Salesforce

License

Community Builder GA " EE, UE,PxE, DE Communities

Community Management Console

GA (1 beta feature) " EE, UE,PxE, DE Communities

Napili Template Enhancments GA " EE, UE,PxE, DE Communities

REFERENCE: For a full list of Communities features and enhancements, please see the release notes.

Force.com Customization Enhancements

§  Lightning Process Builder §  Security and Identity Enhancements §  AppExchange Store Builder

What are the Customization Enhancements to Force.com?

§  Login Forensics §  Custom SAML just-in-time provisioning §  Advanced Auth protocols for Mobile SDK and S1 on iOS §  API client whitelisting §  Global Auth providers §  Identity Management

What are the Enhancements to Security and Identity?

Login Forensics provides enterprise security with the ability to perform forensic reports on their users to validate their legitimacy. Pilot features include: §  API First: API First enables you to build your own integrations to DLP

(Data Loss Prevention) and other Business Intelligence systems like Splunk.

§  Extensible Login Events: Whether it’s through the web, desktop, mobile, or API-backed application using Connected Apps, adminstrators can easily track who the user is, using any number of simple-to-understand attributes like their browser, computing platform, and IP address, as well as their own, using HTTP Headers and JSON-based fields.

§  Automated Roll-Up Metrics: Every hour, login events are rolled up into metrics which can be kept on the platform for long periods of time in order to more easily discover that needle in the haystack without combing through large amounts of log data.

Login Forensics

§  The LoginEvent object provides attributes for identifying the user.

§  The AdditionalInfo field of the object contains information gathered from HTTP Headers–including any custom attributes you provide.

Login Forensics: LoginEvent object

§  PlatformEventMetrics object provides aggregation of data for analysis.

§  The MetricValue field shows roll-ups based on the hour for various MetricType values.

Login Forensics: PlatformEventMetrics object

Control and customize just-in-time user provisioning logic during SAML single sign-on using an Apex class. §  Create a class that implements the SamlJitHandler interface. or

§  Have the Salesforce application generate an Apex class that contains a basic end-to-end flow for you to customize.

Custom SAML Just-In-Time Provisioning

Restrict all API client applications, such as the Data Loader, to require administrator approval. §  Builds on the Connected Apps

framework, allowing an administrator to approve or block individual client applications.

Note: Users with the “Use any API Enabled” permission will still allow the user API access through any client.

API Client Whitelisting

Contact Salesforce to enable API Client Whitelisting.

Two options for setting up key values when configuring a Facebook, Salesforce, LinkedIn, Twitter, or Google Auth. Provider: §  Let Salesforce automatically

create key values. §  Provide values from your own

third-party application or connected app.

Global Authentication Providers

Leaving these fields empty will allow Salesforce to create and manage values for an Auth. Provider.

Note: This change will not be available until March 2015.

Administrators can: §  Automate the tasks of creating, updating,

and disabling user account information across all applications using Salesforce as an Identity Provider.

§  Centrally view information about user accounts across all applications (such as Google, Box, and other Salesforce orgs) for a given user.

§  Run “who has access to what apps” report for SOX reporting and other audit and compliance needs.

§  Automate user provisioning into various apps using Active Directory (AD) using Salesforce Identity Connect to provision users into Salesforce; then Salesforce can provision user accounts into other apps.

Identity Management Enhancements

Build your own app store: §  Deliver any app to partners,

customers, and employees §  Create a custom branded

experience §  Measure adoption with built-

in analytics §  Integrate with the Customer

Success Platform §  Extend with 3rd-party apps

and services

Introducing: AppExchange Store Builder

Get it today for free on the AppExchange!

Force.com Customization Enhancements Summary



required.


setup required.





License

Lightning Process Builder GA " UE, EE, DE,

Login Forensics Pilot " PxE, UE, DE, Database.com Full CRM

Custom SAML Just-In-Time Provisioning GA " PxE, UE, EE, DE n/a

Advanced Auth protocols for Mobile SDK and S1 on iOS

GA " GE, PE, EE, UE, PxE, DE n/a

API Client Whitelisting GA " PE, EE, UE, PxE, DE n/a

Global Authentication Providers GA " PE, EE, UE, PxE, DE All except

User Provisioning GA " EE, UE, PxE, DE All except Chatter Free

AppExchange Store Builder GA EE, UE, PxE, DE,

Force.com At least Identity

REFERENCE: For a full list of Force.com features and enhancements, please see the release notes.

Force.com Development Enhancements

§  Lightning Component Framework

What is the Development Enhancement to Force.com?

The Lightning Component Framework is a component-based UI framework. Developers will be able to create components that integrate directly into Salesforce1, providing better access to features and optimizations versus earlier offerings. §  The Lightning Component Framework:

–  Is NATIVE to the platform. –  Is INTEGRATED with Salesforce1. –  Provides a CLOUD-BASED IDE. –  Has a RICH feature set. –  Supports OTHER JavaScript frameworks!

§  Components: –  Are stored as METADATA. –  Are available in commercial AppExchange libraries.

§  Salesforce1 is built using Lightning Components.

What is the Lightning Component Framework?

Build applications by assembling

components created by you and other

developers.

Application Component 2

Component 3

Component 4 Component 5

Force.com Enhancements Summary



required.


setup required.





License

Lightning Components Beta EE, PxE, UE, DE, Database.com n/a

REFERENCE: For a full list of Force.com features and enhancements, please see the release notes.

Thank you

salesforce spring'15 release overview deck

Technology

forwardlooking statements

public statements

statements of belief

statements of historical

new products

new releases

operating results

new functionality