Spring 15 for Consulting Partners

Spring ’15 ReleaseFor Consulting Partners

Feature properties that help Consulting Partners win projects

• Lowers barriers to entry

• Offers greater flexibility and customization

• Provides a better user experience

• More pervasive connectivity and integration options

• Better control and governance of environment & operations

Sales Cloud Enhancements

• Generally Available on Leads, Accounts, Contacts & Custom Objects

• Custom matching & duplicate rules • Apex & API duplicate management classes • Provides a clear on-ramp to data.com

implementation opportunities

• Overview Video: http://goo.gl/F7Bqqi • Release Notes: http://goo.gl/OfnRvW

Duplicate Management

Business Analysis

Configuration Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Email Connect/Exchange Sync (Beta) • Server-side sync, controlled from Salesforce • Configuration by User or Profile

• Salesforce for Outlook • Contextual Salesforce data with email • Plugins for OWA and desktop Outlook

• Overview Video: http://goo.gl/lxXo2i • Release Notes: http://goo.gl/7H4sjz

• Quickstart Guide: http://goo.gl/YxYhuz

Exchange & Outlook Integrations

Business Analysis

Configuration Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Files Connect - Integrate with OneDrive • Files Sync - New features and higher limits

• New MSI deployment option • Consolidated Files configuration area in Setup • Record Types & Page Layouts - replaces

Content Types

• Files Connect Demo: http://goo.gl/pV2WYo

• Files Sync Demo: http://goo.gl/0UkgdR

• Release Notes: http://goo.gl/57pQ1f

Salesforce Files

Business Analysis

Configuration Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Custom “Thanks” badges • Configure Skills for Profiles • Provides a stronger catalyst for work.com

implementation opportunities

• Release Notes: http://goo.gl/iH508k

• Configuration Guide: http://goo.gl/h8JIQ7

Thanks & Skills in Chatter (from work.com)

Business Analysis

Configuration Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

Service Cloud Enhancements

• Assets are now a full Standard Object: Tab, Sharing Rules, Record Owner, History Tracking, Record Types

• Asset tracking use cases for field service, configuration management, ERP

• Integrations to external systems

• Release Notes: http://goo.gl/YF8oHD

Asset Management

Business Analysis

Config / Customization

Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Ideas: • Tab: http://goo.gl/jUpAAE • Record Types: http://goo.gl/9Y3dOx • History Tracking: http://goo.gl/9vOC8x

• Configurable from Salesforce setup • 1-2 Social accounts (FB and/or Twitter) • Automatic creation of Cases from social

media • Provides a clear on-ramp to Radian6 /

Marketing Cloud implementation opportunities

• Overview Video: http://goo.gl/C7B8pF • Release Notes: http://goo.gl/INv5m0

Social Customer Service Starter Pack

Business Analysis

Configuration Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Console usability & productivity enhancements • Customizable keyboard shortcuts • Cloning Console Apps • New components & auto-suggest • Automatic sizing of components

• New Console API methods

• Overview Video: http://goo.gl/k5nkx7 • Release Notes: http://goo.gl/bx7fI4

Service Console Enhancements

Business Analysis

Configuration Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Build macros to automate repetitive agent tasks • Combine multiple actions into one Macro • Include step details and instructions in rich

text • Share Macros with individuals Users or Groups

• Overview Video: http://goo.gl/xfycvn • Release Notes: http://goo.gl/dm0WCb

Service Agent Macros

Business Analysis

Configuration Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

Communities Enhancements

• Community Builder consolidated and streamlined

• Management Console moved and expanded • Improved Topic and File moderation

• Registration and Login enhancements • reCAPTCHA • Support for Person Accounts

• Overview Video: http://goo.gl/EOQMJD • Release Notes: http://goo.gl/9FjZSb

Community Builder & Management Console

Business Analysis

Config / Customization

Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Create custom action links (buttons) to direct users to a Salesforce page or external site • Executed through either Apex or the REST API • Action Link Groups and Templates are

packageable • Enables guided user experience embedded in the

Chatter feed

• Overview Video: http://goo.gl/T7RzJN • Release Notes: http://goo.gl/XAThCo

Feed Action Links

Business Analysis

Config / Customization

Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Moderators can escalate Questions to Cases • For either internal users, Communities, or

both • Questions can be automatically escalated to

Cases with Lightning Processes

• Overview Video: http://goo.gl/fTxeAq • Release Notes: http://goo.gl/4Sqx5v

Question-To-Case

Business Analysis

Configuration Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

Salesforce1 Platform Enhancements

• Revolutionary tool for automating processes in the platform

• Replaces many common requirements for Apex code

• Integrates Workflow, Force.com Flow, Approval Processes, Apex, and more into a unified process framework

• Webinar Demo: http://goo.gl/Pv8EyG • Release Notes: http://goo.gl/CkYFcJ

Lightning Process Builder (GA)

Business Analysis

Config / Customization

Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Declarative, Policy Driven Retention • Augments & extends Field History Tracking

• Retain history up to 10 years • Track up to 60 fields per object

• Add-on product - additional ACV opportunity

• Webinar Demo: http://goo.gl/CrCzsx • Release Notes: http://goo.gl/lXk0a3

Field Audit Trail (GA)

Business Analysis

Config / Customization

Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• Provides “big data” capture of all events in a Salesforce environment

• Enables big-picture trend & usage/adoption analysis, especially with Analytics Cloud

• Also provides deep, granular event details for incident analysis

• Add-on product - additional ACV opportunity • (Login/Logout available for free)

• Overview Demo: http://goo.gl/amEIZQ

• Webinar Demo: http://goo.gl/4tbxnF • Release Notes: http://goo.gl/Dmyjl1

Event Monitoring (Login Forensics Pilot)

Business Analysis

Config / Customization

Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

• A host of Apex enhancements and new features: • @testSetup method for shared test data • Apex Flex Queue - more batch jobs • Long-running callouts from Visualforce • Higher callout data limits • Named credentials for callouts

• Lots more!!! (Visualforce/REST/SOAP/etc.) • Webinar Demo: http://goo.gl/BJFkE5 • Release Notes: http://goo.gl/4My1j8

New Apex/Visualforce/API Features

Business Analysis

Config / Customization

Testing Change Management

Training Analytics

Consulting Roles & Opportunities:

Thank you