Date post: | 27-Jul-2015 |
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Partner Roadmap Webinar Summer ‘15 Release for Partners
Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. 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 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, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include - but are not limited to - risks associated with our new business model; our past operating losses; possible fluctuations in our operating results and rate of growth; interruptions or delays in our Web hosting; breach of our security measures; the immature market in which we operate; our relatively limited operating history; our ability to expand, retain, and motivate our employees and manage our growth; risks associated with new releases of our service; and risks associated with selling to larger enterprise customers.
Further information on potential factors that could affect the financial results of salesforce.com, inc. are included in our registration statement (on Form S-1) and in other filings with the Securities and Exchange Commission. These documents are available on the SEC Filings section of this Web site. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. 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 the purchase decisions based upon features that are currently available.
Safe Harbor Statement*
*also review your Partner Non-Disclosure Agreement (NDA)
John Richter Director, Partner Community Salesforce Partner Program
Rajiv Patel Program Coordinator, Partner Community Salesforce Partner Program
Announcements
June 2 – APP Academy: Getting Started (Virtual)
June 3 – Partner Community Office Hours
June 4 – Partner Roadmap Webinar
June 10 – Partner Marketing Power Hour
June 11 – Partner Quarterly Update w/ Tyler Prince
June 16 – Partner Forum (NYC)
June 16 – APP Academy: Sales (Virtual)
June 17 – Cloud Academy: Getting Started (Virtual)
June 16 – 18 – Salesforce Connections (NYC)
June 24 – Salesforce Wear: Wearable development opportunities
To see more events, webinars, registrations, and replays you may have missed, go to: Partner Community > Calendar
Calendar of Events Check the Partner Community for Updates
Sponsorships for 2015! Please review the updated list of events
http://p.force.com/sponsorships
• Access to & insight from our PM’s & Program Staff • Transparency with our product roadmap • Program announcements & Alerts! • Around once per month
Partner Roadmap Webinar What’s New & What’s Next for ISV & SI Partners
http://p.force.com/ROADMAP
Next session is on July 9 at 9am Pacific Topic: New ISV Program Changes
Summer ’15 is here!
✓ Sandbox Preview ✓ Pre-Release
✓ Release Schedule
✓ Release Notes
✓ Demos
✓ Preview Webinars ✓ Training
http://p.force.com/releases
Alerts! Important Notification for Partners Read Each Notice Carefully
• Prepare for Upcoming Server Splits (NA15, EU1, NA8, NA3, EU2, EU3, AP0, & EU0)
• Home Page Component Changes in Progress (Updated May 22, 2015
• LMA Sandbox Leads
• Permission set change in the Summer ‘15 Release
http://p.force.com/ALERTS
You must log in to see the Alerts!
Trailhead Contest 2015 From now until Dreamforce, we are hosting monthly contests that challenge you to earn Trailhead badges for a chance to win an Apple Watch Sport or special edition Trailhead hoodie.
Who: All ISV and SI Partners are encouraged to play
What: June’s module - Data Security badge
Where: Trailhead Contest 2015 Partner Community Chatter Group
When: Each month will have a new module to complete so stay tuned to our social channels and the Partner Community
How: Complete the module and post a screen shot of your new badge to the Trailhead Contest 2015 Chatter group with #Trailblazer and you’re automatically entered to win!
http://p.force.com/news
Heather Conklin Director, Product Management salesforce.com
AppExchange & Partner Community Summer Release Overview
Consulting Program Status New page provides visibility to Consulting partners into their current status in the program
Consulting Program Status New page provides visibility to Consulting partners into their current status in the program
Key Things to Know • Only users with new “Manage
Partnership” permission will see this page
• Access through the Business page
• Data calculated in real time
Action Required:
• Starting June 26th – assign permission to anyone who needs access (no one will have access by default)
Certifications Page New page provides visibility into the certifications held by your employees and their current status
Certifications Page New page provides visibility into the certifications held by your employees and their current status
Key Things to Know • Only users with new “Manage Partnership”
permission will see this page
• Access through the Business page
• Certification data pulled in real time
• If employees don’t appear, ask them to verify they’ve specified your company name as their employer on their Webassessor profile
• Allow 2-3 hours for Webassessor changes to be reflected on Certifications page
Action Required:
• Starting June 26th – assign permission to anyone who needs access (no one will have access by default)
AppExchange Publishing in Partner Community Fully revamped publishing experience is moving to the Partner Community
AppExchange Publishing in Partner Community Fully revamped publishing experience is moving to the Partner Community
AppExchange Publishing in Partner Community Fully revamped publishing experience is moving to the Partner Community
AppExchange Publishing in Partner Community Fully revamped publishing experience is moving to the Partner Community
Key Things to Know • “Manage Apps” permission being renamed
“Manage Listings”
• Only users with “Manage Listings” permission see Publishing
• APO/CPO no longer controls access, just link orgs with packages/trial templates
• Each package can only be tied to one listing
• New Component listing type
Action Required:
• Revisit and update users with “Manage Apps” permission to prepare for July 10th release
AppExchange Updates New header for easier navigation between the stores for Apps, Components and Consulting partners
AppExchange Updates New quick information bar will appear on July 10th below banner on all listings
Charlie Havens Founder & Co-Leader, Chicago Partner User Group VP, Client Services, Global Tech & Resources
Summer’15 Release Overview For Consulting (SI) Partners
What I looked for in choosing features to highlight? ü Features that empower users and entice adoption
ü Features that make the Salesforce platform even more device and operating system agnostic
How do these choices relate to being a Salesforce SI?
ü For SIs to look good, we need our customers to use Salesforce and feel like it makes their work easier
ü Sis sell more implementations, when can talk about customer desires, rather than about system constraints.
Features I like and will mention:
ü Data Loader for Mac
ü Setup Assistant
ü Improved Data Wizard
ü Salesforce1 Mobile App – Rich Text Notes (Beta0
ü Salesforce1 Mobile App – Lead Conversion
ü Community Reporting
ü Community Partner Reporting & Management
ü Collaborative Forecasting
ü Omni-Channel
ü SOS –two way camera
ü Live Agent – Chat Conference
ü Salesforce Files
Three features will get my focus today:
ü Community Reporting and specifically, Community Partner Reporting & Management
ü Collaborative Forecasting
ü Salesforce Files
I’ll start with the other eight items.
General Enhancements
General Enhancements
ü Data Loader for Mac
ü Setup Assistant
ü Additional Enhancements
General Enhancements
Data Loader for Mac
Data Loader for Mac Finally a Salesforce Supported Data Loader Tool for Mac
Download Data Loader for Mac from
setup
Familiar and easy-to-use UI
Simple drag-and-drop installation
Setup Assistant
Setup Assistant for Newly Created Organizations If you’re planning to set up Salesforce without consulting an implementation partner, Setup Assistant is here to help.
Wizards and targeted assistance help you complete basic configurations so you can get your sales teams up and running quickly. The Setup Assistant helps you import data and customize your sales stages - all through easy-to-use wizards. For additional assistance we’ve included helpful videos to get you and your teams on the way to increasing sales with Salesforce.
Improved Data Import Wizard
Other notable changes
Improved Data Import Wizard
We’ve enhanced the Data Import Wizard user interface to make your data import experience seamless and better than ever before.
Rich Text Notes
Notes (Open Beta) Enhance your user’s note taking capabilities
• Notes, an enhanced version of the Salesforce note-taking tool that lets your users take better notes faster
• It’s quick and easy. No more Post-its and third-party text apps, allowing users to capture your thoughts in just a few steps.
• It’s optimized for sales. Users can keep their 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.
Lead Conversion
Lead convert is generally available Increase productivity by converting leads on to go..
Easily convert qualified leads into contacts with one tap
Now able to create account upon converting
Quickly create opportunities once leads are converted
Create new accounts and opportunities during lead conversion
Convert Lead Action Item New Opportunity
Success! New contact, account, and opportunity created
SOS
Native integration inside Service Cloud - With SOS, companies can now deliver immediate, personalized and contextual mobile support on the devices their customers use everyday!
SOS Widget
SOS Session Object Tab
SOS Widget (resizes dynamically)
Agent Toolbar
Agent Console Experience
Presence status set to ‘Online’ Allows agents to accept SOS Sessions
Custom Data to help to give context to Agent
Agent can ‘Accept’ to launch SOS session
Use Omni-Channel routing to ‘PUSH’ SOS sessions to agents
Omni Channel Widget is added
to Console
SOS Session Benefit from a collaborative and shared service experience
Radial UI Movable ‘Hot Corners’ Video Container
Multi-Monitor Support
Show/Hide SOS button based on Agent availability
Two-Way Camera
Two-way Video UI
Forward Facing Camera
Enable Backwards
Facing Camera
Flickable Video Container
Hot Corners for Video Container
Enable Forward Facing Camera
Shared Service Experience with Agent Transform Business With Video
Live Agent
Chat Conference Two heads (or 3 or 4) are better than one
Bring in additional expertise while chatting Enable feature through Live Agent Configuration
Conference request to a specific agent or skill Customers are informed when other agents have joined the conference
Conferenced-in agents receive chat conference notification in Console Conference notification includes transcript preview to provide background
Records attached to chat are screen popped when agent accepts conference request
Conference owner (oldest agent in chat) controls attaching records to chat
Chat Conference (continued) Two heads (or 3 or 4) are better than one
Conference in other staff while chatting
with customers
Agent notified of conference request and
receives transcript preview.
Transfer Workspace on Chat Transfer & Conference Provide context and streamline ramp-up for the “next” agent When an agent accepts a chat transfer or
conference request, the attached records are now automatically opened in the receiving agent's Console
When an agent initiates a transfer or conference request, Live Agent checks:
• For unsaved information in any of the attached records (to ensure all info is up-to-date before another agent is involved)
• Whether there are records in sub-tabs open but not attached (to ensure that the agent didn’t forget to attach record(s)
• Agents are prompted in both cases
Agents only receive and have records popped to which they have access (consistent with Salesforce object and record-level sharing)
Block Unwanted Visitors Rule-based IP blocking of unwanted chat visitors
Administrators can implement blocking on an IP address and range
Agents can block customers with whom they’re engaged in active chats Block rules evaluated when a customer requests a chat Customers receive message indicating they’ve
been blocked
Message can be customized on custom chat windows
Chat Transcript and Transcript Event Chat transcript generated for request, new status
for “Blocked”
New transcript event for the block
New “Cancel Chat” button added to standard chat window for customers to cancel while they’re waiting to reach an agent
Previously customers could only cancel using the browser • Some browsers offer limited events to detect when and if the customer has
closed the window
• Led to chats remaining in queue for additional time and an inability to track abandoned chats
New Live Agent Visual Force Component, <liveAgent:clientChatCancelButton>, available for custom chat windows
Chat transcript event for “Visitor Left” and “Cancelled by Visitor”; chat transcript “Abandoned After” records time.
New button for customers to cancel request Cancel Pending Chat Request
liveAgent:clientChatCancelButton
Agent Console UI Refresh Modernized look-and-feel and enhanced consistency with overall Agent Console
Chat Toolbar: icon style updated for consistency
and reordered
Chat Messages: new layout better distinguishes
different actors and modernizes the feel
Tab Notifications: notification style made
consistent with Console
Chat Notifications: new icons for transfer and conference request
Omni Channel Enhancements
Feature Release Type
Enabled for Users
Enabled for
Administrators
Requires Administrator
setup
Contact salesforce.com to
enable this feature.
Salesforce Edition
Agent Functionality in the Service Console GA P P EE, PxE, UE, DE
Omni-Channel Setup GA P EE, PxE, UE, DE
APIs (SOAP & Console integration kit)
Limited Beta P P EE, PxE, UE, DE
SOS Enhancements
Feature Release Type
Enabled for Users
Enabled for Administrators
Requires Administrator
setup.
Contact salesforce.com to
enable this feature.
Salesforce Edition
SOS SDK (ios) GA P EE, UE, PxE, DE
SOS SDK (Android) Open Pilot P EE, UE, PxE, DE
Session Recording GA P EE, UE, PxE, DE
Two-way video Open Pilot P EE, UE, PxE, DE
Agent Availability API GA P EE, UE, PxE, DE
Omni Channel Routing Open Beta P EE, UE, PxE, DE
Live Agent Enhancements
Feature Release Type
Enabled for Users
Enabled for
Administrators
Requires Administrator
setup.
Contact salesforce.com to
enable this feature.
Salesforce Edition
Chat Conference GA P EE, UE, PxE, DE
Transfer Workspace GA P EE, UE, PxE, DE
Block unwanted visitors GA P EE, UE, PxE,
DE
Agent Console UI Refresh GA P EE, UE, PxE,
DE
Auto-away on Push Timeout GA P
EE, UE, PxE, DE
Cancel Pending Chat GA P EE, UE, PxE,
DE
Omni-Channel
Omni-Channel lets contact centers send any type of work to their agents.
Contact centers can manage priorities, capacities, & availability so agents receive
work - rather than pulling it from queues.
Remove the ability for agents to arbitrarily pick-and-choose work and eliminate the need
for a manager to triage or dispatch work.
Work is pushed to the best, available agent in the Service Console in real time.
Introducing Omni-Channel for Service Cloud
Agent Presence
Workload Mgmt
Intelligent Routing
Push & Screen
Pop
Omni-Channel for Operations
What service channels or sources of work does the org support?
What’s the relative priority of the work handled by the staff?
Which agents or staff can handle the work in each channel?
How much workload can the different agents handle across all the channels they support?
How much capacity do items from each service channel consume of the agent’s capacity?
Concurrent Capacity
Concurrent Capacity
Create Service Channels
Create Routing Configs (specify a routing priority and model) and associate to Service Channels
Create Queues, associate to Routing Configs, specify work type, and associate to Users/Public Groups
Create Presence Configs and specify Capacity
Create Presence Statuses and associate to Service Channels and Users/Profiles
Ser
vic
e Sal
es
Agent Presence and Push Manage availability and receive work in real-time
Presence: Set availability to receive work items and view incoming work requests. Status indicated in widget
for agent for ease of use.
Notify and Accept: Presence box flashes/rings, and displays request
type with options to accept and decline based on admin setup
Customize Info: Use the object’s compact layout to tailor textual info presented to agent
Agent Presence and Push (continued) Work screen popped into Console upon acceptance
Screen Pop: Associated entity popped in context to the agent
(in this example, the Lead)
DEFINITION: Work items have statuses for the routing and acceptance. Assigned - item routed to agent and in widget for acknowledgment Opened - item accepted and opened in the Console Declined - item declined by agent
Omni-Channel for Administrators at a Glance
Pushed to agent
in console
computer Web
usergroup Community
share Social
chat
Chat
video
SOS
car
Device
Com
mun
icat
ion
Salesforce Objects
CR
EAT
E
ASS
IGN
TO
Q
UEU
E
Prioritize, Size, and Route
Example Queue 1
Routing Config Priority Size
= 1 = 1
unit
Example Queue 2
Routing Config Priorit
y Size
= 2 = 50%
Routing Config Priority Size
= 3 = 2
units
SOS
Available & Has
Capacity?
Salesforce
3rd Party
Assign to Queue
- Workflow - Assign Rules - APEX/VF - Manually
nth … 2nd 1st
nth … 2nd 1st
Wor
k Ite
m fo
r Obj
ect A
dded
to Q
ueue
Accept?
No, back
to queue
- Agent Work record opened - Screen popped in agent’s workspace
textmobile SMS
phone Voice
Setup - Associate a Routing Configuration to the queue - Assign objects and agents to queue
Work Item Size Each pie is an agent’s capacity
Size 50%
Size 1 unit
Size 2 unit
s
Items are ordered for routing first by the priority of the queue, then by the age of the item (oldest items are routed first). Omni–Channel routes items to available, capable agents with capacity.
Agent Setup - Assign to queue(s) - Assign to Presence Configuration - Assign to Presence Status(es)
Setup - Create a Service Channel for each object - Create Presence Status so agents can be “available” for the channel
Case
Lead
Custom
Example Queue 3
nth … 2nd 1st
Community Reporting
Role-based external users can now create and edit reports in Communities
New perms on role-based external user profiles to grant
create/edit on reports
External users with create/edit permissions can create and save
reports in private folders they have access to or save the report to their
personal folder
External users can create, edit, and delete reports they own
External users can select different report types
External user can drag and drop object fields into the report.
Create and Edit Reports Role-based external users can now create and edit reports in Communities
External user can create or update his reports in Report
Builder
External user can save or clone (“Save as”) reports in
their personal folder or in private shared folders
Partner user can mass-email and mass-assign his contacts and leads on a campaign
Partner user can own or edit a campaign
Partner user can add and remove members
Partner users can create/edit Campaigns and mass-email their contacts and leads
New License Dashboard Admins can track license usage in real-time
Track member-based licenses used vs
purchased across communities
Quick view into your current member-based
license usage
Monitor usage by license type
Quick view into your login-based licenses logins - tracked daily!
Monthly trend on logins usage makes it easy to
track overage
Partner Reporting & Management
Role-based external users can now create and edit reports in Communities
New perms on role-based external user profiles to grnat
create/edit on reports
External users with create/edit permissions can create and save
reports in private folders they have access to or save the report to their
personal folder
External users can create, edit, and delete reports they own
External users can select different report types
External user can drag and drop object fields into the report.
Create and Edit Reports Role-based external users can now create and edit reports in Communities
External user can create or update his reports in Report
Builder
External user can save or clone (“Save as”) reports in
their personal folder or in private shared folders
Partner user can mass-email and mass-assign his contacts and leads on a campaign
Partner user can own or edit a campaign
Partner user can add and remove members
Partner users can create/edit Campaigns and mass-email their contacts and leads
Collaborative Forecasting
Cumulative Forecast Rollups Cumulative forecast category now displayed
Salesforce Files Enhancements
Seamlessly Connect, Sync and Share Files with Any User in the Flow of Business Salesforce Files: Summer ‘15 Themes
Sync Files Across Devices
Connect Any File Source
Share Files In Communities
Experience Unified Files & Folders
Sync Certified Content To Your Desktop
Publish File To Content Library
Select From Salesforce in Self-Service Communities
Connect With Google Drive
Access to Google Drive from the S1 hybrid app and the Desktop UI. Files Connect for Google Drive
Files Connect in the S1 hybrid app Access to the unified recent list of Files from the Files App in stage left
Files Connect in the S1 hybrid app: Key Capabilities Post an external file
Search in any specific external data source Files Connect scoped search
Sync Content Files:
Content Files can be Synced down; “Product Designs” is a File in “Design Assets” Library that can be Synced
Sync to Specific Folder:
Choose a Folder to Sync from web; “Marketing” in this case File is Synced to the
Marketing folder below
Sync to Specific Folder: (Continued) Files can be synced from multiple locations.
Feed File Lists
File Detail Page
Valerie Lim Associate ISV Technical Evangelist Salesforce Partner Program
Max Quinn ISV Technical Evangelist Salesforce Partner Program
Summer’15 Release Overview for ISV Partners
Summer ‘15 Release Milestones
Staggered Release Friday, 6/5 (NA6, NA7, NA8, NA9, NA17, NA18, NA22, EU5)
Pre-Release Sign-up Tuesday, 4/21
Staggered Release, Friday 5/22 (NA1)
Sandbox Preview Window Friday, 5/8 (CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS21, CS23, CS25, CS26, CS30, CS32 ,CS41, CS42 CS80) Saturday, 5/9 (CS5)
April May June
Preview Release Notes 4/23
Staggered Release Friday, 6/12 (EU0, EU1, EU2, EU3, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20, NA21, NA23, NA24, NA26, NA41, CS81) & Saturday, 6/13 (AP0, AP1, AP2, CS1, CS2, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS31, CS33)
Release Website 4/23
Release Readiness Live Tuesday 6/2 Wednesday 6/3
Sandbox Cut-off Date 5/2
What’s cool • Custom Metadata Types • Big Data Platform • Apex Enhancements • Lightning Technologies • API Enhancements
Custom Metadata Types
Custom Metadata Types: the Force.com app configuration engine
Id A B C D E F G rec rec rec rec rec rec rec rec
rec rec rec rec rec rec rec rec
rec rec rec rec rec rec rec rec
rec rec rec rec rec rec rec rec
rec rec rec rec rec rec rec rec
• Package and deploy header/definition • Records stay behind
• Package and deploy the definition AND the records
Custom Object and Custom Settings Custom Metadata Types
Custom Metadata Types can eliminate the 25% overhead needed to maintain and update tools that manage and deploy Custom Setting and Custom Object records
Id A B C D E F G rec rec rec rec rec rec rec rec
rec rec rec rec rec rec rec rec
rec rec rec rec rec rec rec rec
rec rec rec rec rec rec rec rec
rec rec rec rec rec rec rec rec
Package & deploy definition only
Package & deploy it all ☺
Records are left behind ☹
Big Data Platform Pilot features
• New object type, similar to custom objects • Non-transactional, read-only
• Intended for data at scale • Use cases
• Log files • Point-of-sale data • Connected product event data • Clickstream data • Pilot in Summer ‘15
BigObject
• In association with BigObject • Capability to store and manage data at scale on the Salesforce platform • Read-only • Limited edition availability
• EE, PXE, UE, DE
• Orchestrate records from production storage to an archival data store • Archival data store remains on Salesforce trusted platforms
• Pilot in Summer ‘15
Data Archiving
• Overview • Process large-scale data stored in Salesforce (sObjects, files, BigObjects (eventually)) • Jobs execute as Apache Pig scripts on Hadoop, deployable via Metadata API • Example use case: Merge empty fields of an Account + Contact record together
• Summer ’15 additions • Added error logging to debug issues when jobs do not complete
• Avail via Tooling API & Dev Console
• Pilot continuing Summer ‘15
Data Pipelines
Apex Enhancements
• Predictable Map & Set Ordering • Before – Order of elements was arbitrary • Now – Order of elements is now the same each time your code is run
• Apex “with sharing” classes follow privacy rules for the User object • Before – User object was exempt from “with sharing” keyword • Now – Must adhere to org’s sharing rules on User object
• Platform Cache • Session Cache (pilot Summer ‘15) • Org Cache
Apex
• Code Coverage for Multi-Line Statements
Apex
• Higher code coverage
• Lower code coverage
Lightning Technologies
Create Custom App Pages with the Lightning App Builder (GA) Point-and-click tool makes it easy to create custom app pages for Salesforce1
Standard components
provided by SFDC
App design canvas
One-click activation to enable the application
Select the device to preview the app as: Phone, Tablet or
Tablet preview mode
Custom Lightning Components built by developers or
ISVs
Find additional components on AppExchange
Zoom out to see the whole page
The data that you expose from Apex can come from anywhere.
Retrieve the data for your records via Apex callouts, Web service callouts, SOQL, and SOSL.
Generate the records programmatically, for example, by using a random number generator.
Expose data generated or obtained by Apex code as Salesforce External Objects Lightning Connect Apex Connector
• GA in Summer ‘15 • Admins can set up links between multiple Salesforce orgs to share data • Connect to another org and select objects to sync bringing in metadata via the REST API • Once synced, they are external objects inside of Salesforce with page layouts, related lists, Chatter
collaboration, connections to other objects through indirect lookup relationships, and are queryable through the API
Lightning Connect Salesforce Connector
• Server-Driven Paging for External Data Sources • Lightning Process Builder Enhancements:
• Can now access Ischanged, Priorvalue, Ispickval values in formulas. This will allow for functionality to move out of triggers into declarative
• $API, $Organization, $Profile, $System, $User, $UserRole now accessible from formulas
• Lightning Components - GA in Summer 15 • Lightning Extensions - remains in pilot
Additional Lightning Enhancements
API Enhancements
• Open Pilot in Summer ‘15 • Easily create groups of related records through the Salesforce data model • Previously had to worry about creating records in proper order, managing ID’s of related records, etc. • Insert a tree of records. Example: User has a VF page which pulls down an account, contact and note
from a 3rd party server, and wants to save inside Salesforce at once
TreeSave API
TreeSave API Demo
• GA in Summer ‘15 • Submit multiple unrelated API requests in a single REST call. • Why this is important: This can significantly reduce the number of REST round trips resulting in
increased speed. You can now send batches of requests to the API and receive a batch of results
Batching API
Security and Identity Enhancements
Automated User Provisioning Automatically Manage user accounts on services to connected apps, based on changes to user accounts in your Salesforce organization or Active Directory
Custom Logout URL Specify a custom Logout URL for Users without requiring SSO
Direct users to a specific logout destination that maintains your own branding experience after they log out of Salesforce. Or, send them to a specific authentication provider’s page.
Platform Encryption
Encrypt Data At Rest with Platform Encryption (GA)
Encryption Services Standards based encryption built natively into the Salesforce Platform
AES encryption using 256bit keys
Layers seamlessly with other Salesforce security features
Key Management Customer driven key lifecycle management
Uses secure derived keys that are never persisted in Salesforce
Hardware Security Module based key management infrastructure
FIPS 140-2 compliant
Policy Management Customer control over policy configuration
Select fields, files, and attachments to be encrypted
Encryption controlled with metadata to take complexity out of deployments
Platform Integration Preserve important Salesforce functionality like search
Built-in capabilities to iteratively add additional feature support
Features and Functionality Overview
ISVForce Updates
• Custom apps, tabs, and objects in certain managed packages do not count towards the limits • This includes most of those avail on AppExchange that have passed Security Review
• New UI to reveal this information
See Apps, Tabs, and Objects Count in Org
• Delete Unused Custom Settings & Perm Sets • Added components to deprecation functionality
Additional ISVForce updates
General Updates
• End of Support as of Summer ’15 • Unsupported Markup will be dynamically stripped at runtime
• Clean version is saved, unsupported content is lost
• Complex workaround – Use Visualforce Area component • Properly test your app in a Summer ‘15 org to detect issues • See http://p.force.com/alerts for more details
Advanced Markup in HTML Area Homepage Components
Thank you
Appendix
• Roadmap Webinar Signup (one-time only) – p.force.com/roadsign
• Products (Service, Community, S1 Platform) – p.force.com/products
• DF Partner Call for Presentations (May 17) – p.force.com/CFP
• See April 11 Blog Post (Richter) on the Partner Community – p.force.com/blog
• Partner Training Options – p.force.com/training
• Voice of the Partner (2015) Survey Results – p.force.com/voiceofthepartner
• SOW Checklist – p.force.com/sowchecklist
• AppExchange for Components – p.force.com/components
New Resources Shortcuts You Need to Succeed!
The AppExchange Marketing Program (AMP) is a game-changing co-marketing engine designed to accelerate growth for AppExchange partners.
AppExchange Marketing Program (AMP) Turnkey promotion and co-marketing opportunities for revenue-sharing partners.
Partners invest in AMP to: • Increase awareness and demand. • Create meaningful connections with Salesforce
customers, prospects, and sales. • Leverage Salesforce’s brand power and world-class
marketing.
http://p.force.com/AMP
Partner Community Office Hours
Partner Marketing Power Hour
Security Review Office Hours
http://p.force.com/officehours
Office Hours For All Partners
Dreamforce Office Hours
Marketing Cloud – Partner Office Hour New!
Technical Questions? Forums Have Answers!
http://developer.salesforce.com/forums
Partner Community – Topics (A-Z) Jump directly to a specific topic
http://p.force.com/topics
Partner Community – Tip Sheet
http://p.force.com/tipsheet
• The new place for ALL partners to generate new orgs (ISV & SI)
• Manage all of your orgs in one place
• Create new orgs (demos, testing, development, etc.)
• Custom Views help you organize and manage
• Choose one org as the “hub”; associate other orgs to it
• Related orgs can be automatically discovered
• Seamlessly switch between orgs without adding login credentials
Environment Hub Org Management for ISV & SI Partners
http://p.force.com/hub