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Summer 08 Highlights

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Bounce Management. Show email is bounced. Bounce report for Leads and Contacts. Standard bounce report. Exposed in the WSDL. Drag and Drop List Views & Inline Editing ... – PowerPoint PPT presentation

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Title: Summer 08 Highlights


1
Summer 08 Highlights
  • Brad Phillips
  • Senior Sales Engineer
  • June 17, 2008

2
Safe Harbor Statement
  • Safe harbor statement under the Private
    Securities Litigation Reform Act of 1995 This
    presentation and the oral remarks that accompany
    it contain forward-looking statements the
    achievement of which involves risks,
    uncertainties and assumptions. If any such risks
    or uncertainties materialize or if any of the
    assumptions proves incorrect, our results 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 statements concerning new, planned
    or upgraded services or technology developments,
    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 and statements about future customer
    contracts or future customer use of our services.
  • The risks and uncertainties referred to above
    include - but are not limited to - interruptions
    or delays in our service or our Web hosting our
    ability to complete and successfully release new
    and improved versions of our on-demand platform
    and development environment our new business
    model problems integrating, launching or
    operating services based on newly acquired
    businesses or technologies, breach of our
    security measures possible fluctuations in our
    operating results and rate of growth the
    emerging market in which we operate our
    relatively limited operating history our ability
    to hire, retain and motivate our employees and
    manage our growth competition our ability to
    continue to release and gain customer acceptance
    of new and improved versions of our CRM service
    unanticipated changes in our effective tax rate
    fluctuations in the number of shares outstanding
    the price of such shares foreign currency
    exchange rates and interest rates.
  • Further information on these and other factors
    that could affect our financial results is
    included in the reports on Forms 10-K, 10-Q and
    8-K and in other filings we make with the
    Securities and Exchange Commission from time to
    time, including our Form 10-K for the fiscal year
    ended January 31, 2007. These documents are
    available on the SEC Filings section of the
    Investor Information section of our website at
    www.salesforce.com/investor.
  • 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 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, except as required by
    law.

3
Summer 08 Feature Overview
For Developers
4
Summer 08 Feature Overview
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Parallel Approval Routing (EE, UE, DE)Parallel
approvers. send approval requests to multiple
people in a single step.
Parallel Approvers
Choose response pattern
Pending requests from multiple approvers
Step information in History related list
Step Status
7
Many to Many Object Relationships How does it
work?
Bug
Case
IDBug Number Bug Subject
ID Case Number Case Subject
Bug-Case
ID Bug ID Case ID
Create two master-detail relationships on your
junction object
Use junction objects to represent many-to-many
relationships
Display fields from other parent object in the
junction object related list
Display fields from other parent object in the
junction object related list
8
Cross Object FormulasCross-Object Formula Fields
Fields from parent objects
  • Flexible Calculations create formulas that
    reference fields on parent or grandparent objects
    (up to 5 levels)
  • Enhanced Visibility display fields from
    related objects on detail pages, list views,
    reports, etc.

9
Email Delivery TrackingBounce Management
Show email is bounced
Standard bounce report
Bounce report for Leads and Contacts
Exposed in the WSDL
10
Drag and Drop List Views Inline Editing Inline
Editing Drag-and-Drop Customization. Edit
multiple records directly from a list, without
ever leaving the page.
  • Drag-and-Drop Customization resize and reorder
    columns with your mouse directly inline
  • Record Count Display view the number of
    records matching your filter criteria without
    running a report (up to 2000 records)
  • Jump-To-Page jump to a specific page of record
    results when the total number of records is known
  • Inline Editing edit multiple records at once
    directly from the list without losing workflow,
    validation rules, and Apex triggers

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Custom Landing Pages
Defaults to tab when logging into the app
Home FAQ Time-Off Requests My Time-Off
Balance Team Calendar Holidays Payroll
Systems Pay Cycles Reports Dashboards
Defaults to tab when switching between apps
Time-Off Requests
Default Landing Tab
Default Landing Tab
12
Public Tagging Add Public Tags to Records
Public Tags show on record detail pages in the
header
The Edit Tags link opens the tag editing panel
View all records tagged with a Public Tag using
the Tag links in the header
Add a public tag using type-ahead auto-complete
for all public tags that match as you type
13
Public TaggingBrowse and View Tagged Records
Search for tags in the tag browser
View all records with a Public Tags by selecting
tags in the tag browser
View all records with a Public Tags by selecting
tags in the tag browser
View Public, Personal or both types of Tags
Customize display of tagged records with custom
buttons, filters, columns
Customize display of tagged records with custom
buttons, filters, columns
Customize display of tagged records with custom
buttons, filters, columns
14
Advanced LookupsEnhanced Lookups Better Results
Navigation
  • Filter Search Lookups results to further narrow
    search.
  • Use paging and sorting to organize Lookup Search
    results sets.
  • Optimize available information for choosing a
    record by customizing columns displayed

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Advanced LookupsAuto-complete for Lookups Faster
and Easier Lookups
  • Convenient type-ahead feature displays a list
    from the users recently viewed records for the
    object that matches the name being looked-up.
  • Navigate the Auto-complete list with familiar
    mouse-and-click behavior or using keyboard arrows
    and Enter/Tab to select.

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17
Multi Day Events Multi-day Events. Specify start
and end times for events that span several days
New Start End Date/Time fields
All Day Multiday Event
Multiday Event
18
Opportunity History TrackingSetup Opportunity
Field History
Enable/Disable history tracking
Track up to 20 standard and custom Opportunity
fields
Setup changes recorded in Setup Audit Trail
19
Opportunity History Tracking Use Report on
Opportunity Field History
History is created for tracked fields when
changed via UI or API
Use Opportunity Field History related list to
view the date, time, nature of the change and
user who made the change
Use Opportunity Field History Report to analyze
changes for multiple opportunities
20
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21
Converted Lead Page (GE, PE, EE, UE, DE) New
Converted Lead Page New Campaign Report
Links to objects that were a result of conversion
Shows by campaign all leads that have ever been
associated to it and the related conversion
information
22
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23
Analytics Snapshots Map and save your results to
an object
Map the chosen report fields to the target
snapshot object
  • Example Scenario
  • A Customer Support manager wants to trend how
    many cases are open right now and watch that at
    5pm every day. Now with Analytic Snapshots they
    build snapshot, report on the number of open
    cases and their queue, and store that into a new
    custom object. This job can be run every day, so
    that as days go by, they build the history of
    calls open.

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25
Salesforce IdeasMultiple Communities
Create Ideas communities for your company,
partners AND customers
  • Create multiple communities
  • Multiple Portal Communities
  • Multiple Internal Communities
  • Each Community has
  • Ideas
  • Votes
  • Comments
  • Categories

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27
Salesforce ContentContent Analytics gives you an
insight into your content usage and freshness
(PE, EE, UE)
  • Content reports provides data about content
    freshness, downloads, comments, ratings,
    subscriptions and details.
  • Reports allow teams to review, refine, or remove
    content based on usage

Authors gain insight into the effectiveness of
their content
28
Salesforce ContentGlobal Content Availability
Find the Best Content From Every Corner of the
World (PE,EE,UE)
  • Provide Access to Content in Up to 15 Languages
  • Serve Different User Groups in Their Language of
    Choice
  • Search for Content across All Languages or a
    language of your choice
  • Choose a Language upon uploading the Content

Switch on Multi Language Support to contribute
and search in multiple languages
29
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30
Customer PortalAnalytic Reports You can now
expose reports in the Customer Portal
  • Portal users can export data to excel
  • Expose case, ideas and custom object reports
  • Create reports for subset of portal
    users/accounts using folders
  • Reports are read only for portal users

31
Salesforce ContentContent for Customer and
Partner Portals (EE, UE)
  • Deliver Content to Customer and Partner Portal
  • Give access to product information, documents,
    downloads Deliver Content to Customer Portal and
    PRM Portal
  • Partners (Spring 08) Share Sales Marketing
    Content
  • You choose whether portal users can comment/rate
  • Sensitive data is hidden from portal users. This
    includes Author names, history of
    downloads/versions, subscriber information
  • Portal users can subscribe to receive alerts when
    content is published or updated

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33
Salesforce Partner Reports for Partner Portal
Expose reports for your partners in your portal
Run and Export Reports in Portal
Display Charts in Reports
34
Partner PortalContent for Partner Portal
Search for Content
Download
Vote
Subscribe
Comment
Preview
35
(No Transcript)
36
Mobile Administration EnhancementsRecent Items
for Mobile
Automatically Mobilize Recent Items
Enable Mobilize Recent Items
37
For Developers
  • Information on Developer Features for the
    Developer Audience

38
Visualforce - What is possible? ALL
EditionsDynamic Pages
No Apex required
eventonchange
Section appears when user changes the stage.
39
Visualforce - What is possible? (EE, UE, DE
Apex required)Multi-Step Wizards
Next
Previous
Save
Fisher Nuts
Steve Fisher
Fisher Nuts -FY09...
Economic Decision Maker
40
Visualforce - What is possible? (EE, UE,
DE)Multi-Object Editing
(Apex required)
Create/Edit new top-level record, e.g. Case
  • Manage parent-child and peer data in one dynamic
    interface
  • Add multiple junctions in one step
  • Create new peers and join them automatically

Create associations with other top level records,
e.g. Bug_c (through Bug_Case__c)
000000
000001
New Case
New Bug-Case
Edit fields from the peer object, e.g. Bug__c
New Bug-Case
41
Visualforce - What is possible? (EE, UE,
DE)Integrated Mashups
(Apex required)
  • Simple interface through custom components
  • Aggregate information from external systems

ltclinkedInPeople account"!account"/gt
42
Visualforce - What is possible? (EE, UE, DE)New
Ways to Visualize Information
(Apex required)
  • Analyze and measure performance in multiple
    dimensions
  • Utilize custom components for re-use/application
    in other pages

ltcbubblePlot value"!opptyBubbles"/gt
43
Visualforce - What is possible? ALL
EditionsPages to PDF
No Apex required
visualforce
Custom button calls a Visualforce page
encompassing multiple objects (e.g. Quote Quote
Line Items) and converts to PDF automatically
44
Force.com IDE EnhancementsSummer 08 Platform
Support Use new release features in Force.com IDE
projects
Single Project View
Rich code editors for Visualforce and Apex code
XML editing of new metadata components
Workflows, Page Layouts, and more
45
Additional Release Resources
  • Summer 08 Release
  • Vote for and/or promote features on IdeaExchange
    http//ideas.salesforce.com/
  • Wealth of Summer 08 Information at
    http//www.salesforce.com/products/previews/summer
    08/
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