Title: Summer 08 Highlights
1Summer 08 Highlights
- Brad Phillips
- Senior Sales Engineer
- June 17, 2008
2Safe 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.
3Summer 08 Feature Overview
For Developers
4Summer 08 Feature Overview
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6Parallel 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
7Many 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
8Cross 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.
9Email Delivery TrackingBounce Management
Show email is bounced
Standard bounce report
Bounce report for Leads and Contacts
Exposed in the WSDL
10Drag 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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11Custom 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
12Public 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
13Public 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
14Advanced 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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15Advanced 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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17Multi 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
18Opportunity 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
19Opportunity 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
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21Converted 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
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23Analytics 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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25Salesforce 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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27Salesforce 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
28Salesforce 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
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30Customer 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
31Salesforce 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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33Salesforce Partner Reports for Partner Portal
Expose reports for your partners in your portal
Run and Export Reports in Portal
Display Charts in Reports
34Partner PortalContent for Partner Portal
Search for Content
Download
Vote
Subscribe
Comment
Preview
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36Mobile Administration EnhancementsRecent Items
for Mobile
Automatically Mobilize Recent Items
Enable Mobilize Recent Items
37For Developers
- Information on Developer Features for the
Developer Audience
38Visualforce - What is possible? ALL
EditionsDynamic Pages
No Apex required
eventonchange
Section appears when user changes the stage.
39Visualforce - What is possible? (EE, UE, DE
Apex required)Multi-Step Wizards
Next
Previous
Save
Fisher Nuts
Steve Fisher
Fisher Nuts -FY09...
Economic Decision Maker
40Visualforce - 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
41Visualforce - What is possible? (EE, UE,
DE)Integrated Mashups
(Apex required)
- Simple interface through custom components
- Aggregate information from external systems
ltclinkedInPeople account"!account"/gt
42Visualforce - 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
43Visualforce - 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
44Force.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
45Additional 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/