Winter 09 Release Highlights

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Winter 09 Release Highlights

• Brad Phillips
• Senior Sales Engineer
• October 21, 2008

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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
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  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
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  ability to complete and successfully release new
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  businesses or technologies, breach of our
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  emerging market in which we operate our
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  of new and improved versions of our CRM service
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• Further information on these and other factors
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• Any unreleased services or features referenced in
  this or other press releases or public statements
  are not currently available and may not be
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  forward-looking statements, except as required by
  law.

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Winter '09 Feature Overview
For Developers
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Winter '09 Feature Overview
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(No Transcript)
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Visualforce Email Templates
Markup for creating the template
Preview with real data
New preview and send test email
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Workflow Enhancements Approval Workflow Recall
Actions
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Formula EnhancementsNew Formula Syntax for
Logical Operators
Formula reads like a sentence if the amount is
over 50000 and the rating is Hot or the Revenue
is over 5000000
New Syntax IF(Amount gt 50000
(ISPICKVAL(Account.Rating,"Hot")
Account.AnnualRevenue gt 5000000), "High", "Low")
Old Syntax for High Value Opp calc
IF( AND(Amount gt 50000, OR(ISPICKVAL(Account.Rati
ng, "Hot"), Account.AnnualRevenue gt
5000000)), "High", "Low")
and ! not shown in the Operator picklist
because we already have them
and available in the Operator picklist
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Tagging EnhancementsTags on Dashboards (All
Editions)
Add tags to dashboards just as you do with other
objects.
View dashboards in the tag home along with other
records that have been tagged
View dashboards in the tag home along with other
records that have been tagged
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AnalyticsSchedule and Email Reports
Running user named as sender
Schedule from results or wizard
Standard schedule page with run as choice
Link to report, running user, date and filters
shown
Data in HTML with links back to salesforce
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Force.com Offline EnhancementsOffline Admin
Console Offline Custom Objects and Tabs

• Offline Admin Console use the new Offline Admin
  Console to define the Offline Briefcase with fine
  grained data scope for standard Offline objects
  and custom objects
• Offline Custom Objects and Tabs Custom Objects
  will be available offline on their own Tab with
  all related lists. Before only Custom Objects
  with master-detail relationships to Offline
  standard objects were supported

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Connect for Outlook and Lotus Notes Enhancements
Contact Association UI
Banner clearly communicates details of the
Contact the user is associating
Search is automatically performed, or user can
perform another search
Salesforce Associations frame indicates status of
association
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(No Transcript)
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Calendar EnhancementsClick-and-Create Events
Double-click calendar for Click and Create overlay
Configure Click and Create fields using Event
Mini Page Layout
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Calendar EnhancementsDrag-and-Drop Events
Complete event details using Click and Create
after the record is dropped
Drag a record from the List View and Drop it in a
time slot on the Calendar
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Opportunity-SplittingAssign Split () to Sales
Team

• One Opportunity assign Split () to one or more
  sales team members to distribute credit for a
  single opportunity
• Split Amount read-only calculated field
  (Opportunity Amount Split ) that displays the
  credit assigned to a sales team member
• Easy to Use add, edit and delete sales team
  members with and without splits via a single
  easy-to-use UI
• Secure
• Multi-Currency/ACM splits inherit the ISO code
  of its opportunity in Multi-Currency enabled
  orgs. Splits use dated exchange rates in ACM
  enabled orgs.

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• Only users with Read access for an opportunity
  can view sales team members and splits
• The owner, users above the owner in the role
  hierarchy and administrators can manage sales
  team members and splits on an opportunity
  (requires Edit permission on Opportunities)

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Marketing - Campaign Influence
Tie Multiple Campaigns to an Opportunity
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Call CenterCase Teams (EE, UE, DE)
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Salesforce IdeasVisualforce for Ideas (limited
release)
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Salesforce IdeasStatus Tags
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Salesforce IdeasMultiple Categories
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Salesforce IdeasMerging Duplicate Ideas

• Merge Multiple Ideas at Once
• Automatically Suggest Duplicates
• Keeps Original Idea
• Keeps Original Link

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Salesforce IdeasMy Profile Page
?
Richer Recent Replies Functionality
New Rich Activity Feed
Navigation for Ideas submitted, voted, and more
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Salesforce IdeasRich Text on Ideas

• Enables Ideas Comments to have Rich Text
  formatting
• Friendly to normal users
• Supports image linking, urls, and text formatting

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Salesforce ContentSalesforce Content for Google
Docs

• Users can publish Google Documents into
  Salesforce by
• Using the Browser Button to publish documents
  from within Google Docs
• Navigating to the Contribute Tab in Salesforce
  Content and selecting an existing Google Document
  to publish
• Users can also create new Google documents from
  within the Salesforce Content Contribute Tab.

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Salesforce for Google AppsOffice Files to Google
Docs
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Salesforce for Google AppsGmail to Opportunity
(Email to Salesforce)
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Salesforce Partner HTML Messages
Provide marketing messages or help and assistance
on each home tab
Support global deployments by providing HTML
content in multiple languages
Leverage Visualforce to create dynamic landing
pages
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Salesforce Partner Calendar and Events for
Partners
View personal Calendar in partner portal and view
vendor marketing calendar
Partners can schedule events
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Salesforce Partner Salesforce CRM Mobile for
Partners
Partners can manage leads, opportunities,
contact, accounts, custom objects, etc via a
mobile device
Access data even when there isnt an active
wireless connection
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Salesforce to SalesforceMass Invite now connect
with 1000s of your business partners on
salesforce.com
No limits, No license/edition requirements
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Salesforce to SalesforceRelated List Sharing
share line items
Partner Org
Vendor Org
New Order from Partner automatically created
Order associated to shared Account
Line Items get created automatically
Ability to share orders and line items directly
with the vendor
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Salesforce to SalesforceMass Share Records
System Admins and users with Manage Connections
permission can build specific list view criteria
and share multiple records, including related
records
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Salesforce Mobile EnhancementsDashboards for
Mobile Visualforce for Mobile
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Salesforce Mobile EnhancementsSalesforce CRM
Mobile for iPhone Edit
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Winter 09 Release Essentials

• Feature Enablement
• Additional Resources for Current Past Releases

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Feature Enablement
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Feature Enablement
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Feature Enablement
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Feature Enablement
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Feature Enablement
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Feature Enablement
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Feature Enablement
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Additional Release Resources

• Winter '09 Release
• Vote for and/or promote features on IdeaExchange
• http//ideas.salesforce.com/
• http//ideas.salesforce.com/popular/release_winter
  _09
• Release Overviews and Detailed Release Notes
• http//www.salesforce.com/assets/pdf/misc/winter09
  _release_preview.pdf
• http//www.salesforce.com/community/winter09_home.
  jsp
• https//na1.salesforce.com/help/doc/en/salesforce_
  winter09_release_notes.pdf
• Past Releases
• Summer 08 http//www.salesforce.com/products/pre
  views/summer08/
• Spring 08 http//www.salesforce.com/products/spr
  ing08.jsp