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Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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Partner Roadmap Webinar Summer ‘15 Release for Partners
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Page 1: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Partner Roadmap Webinar Summer ‘15 Release for Partners

Page 2: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

 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)

Page 3: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

John Richter Director, Partner Community Salesforce Partner Program

Rajiv Patel Program Coordinator, Partner Community Salesforce Partner Program

Page 4: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Announcements

Page 5: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 6: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Sponsorships for 2015! Please review the updated list of events

http://p.force.com/sponsorships

Page 7: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 8: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Summer ’15 is here!

✓  Sandbox Preview ✓  Pre-Release

✓  Release Schedule

✓  Release Notes

✓  Demos

✓  Preview Webinars ✓  Training

http://p.force.com/releases

Page 9: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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!

Page 10: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 11: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Heather Conklin Director, Product Management salesforce.com

Page 12: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

AppExchange & Partner Community Summer Release Overview

Page 13: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Consulting Program Status  New page provides visibility to Consulting partners into their current status in the program

Page 14: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Consulting Program Status  New page provides visibility to Consulting partners into their current status in the program

Page 15: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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)

Page 16: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Certifications Page  New page provides visibility into the certifications held by your employees and their current status

Page 17: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Certifications Page  New page provides visibility into the certifications held by your employees and their current status

Page 18: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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)

Page 19: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

AppExchange Publishing in Partner Community  Fully revamped publishing experience is moving to the Partner Community

Page 20: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

AppExchange Publishing in Partner Community  Fully revamped publishing experience is moving to the Partner Community

Page 21: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

AppExchange Publishing in Partner Community  Fully revamped publishing experience is moving to the Partner Community

Page 22: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

AppExchange Publishing in Partner Community  Fully revamped publishing experience is moving to the Partner Community

Page 23: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 24: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

AppExchange Updates  New header for easier navigation between the stores for Apps, Components and Consulting partners

Page 25: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

AppExchange Updates  New quick information bar will appear on July 10th below banner on all listings

Page 26: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Charlie Havens Founder & Co-Leader, Chicago Partner User Group VP, Client Services, Global Tech & Resources

Page 27: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Summer’15 Release Overview For Consulting (SI) Partners

Page 28: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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.

Page 29: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 30: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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.

Page 31: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

General Enhancements

Page 32: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

General Enhancements

ü Data Loader for Mac

ü Setup Assistant

ü Additional Enhancements

General Enhancements

Page 33: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Data Loader for Mac

Page 34: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 35: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Setup Assistant

Page 36: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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.

Page 37: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Improved Data Import Wizard

Page 38: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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.

Page 39: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Rich Text Notes

Page 40: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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.

Page 41: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Lead Conversion

Page 42: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 43: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Create new accounts and opportunities during lead conversion

Convert Lead Action Item New Opportunity

Success! New contact, account, and opportunity created

Page 44: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

SOS

Page 45: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

 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

Page 46: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 47: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 48: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 49: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Live Agent

Page 50: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 51: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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.

Page 52: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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)

Page 53: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 54: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

 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

Page 55: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 56: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 57: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 58: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 59: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Omni-Channel

Page 60: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

 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

Page 61: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 62: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 63: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 64: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Omni-Channel for Administrators at a Glance

Pushed to agent

in console

email

Email

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

Page 65: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Community Reporting

Page 66: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 67: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 68: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 69: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 70: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Partner Reporting & Management

Page 71: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 72: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 73: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 74: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Collaborative Forecasting

Page 75: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Cumulative Forecast Rollups  Cumulative forecast category now displayed

Page 76: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Salesforce Files Enhancements

Page 77: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 78: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

 Access to Google Drive from the S1 hybrid app and the Desktop UI. Files Connect for Google Drive

Page 79: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Files Connect in the S1 hybrid app Access to the unified recent list of Files from the Files App in stage left

Page 80: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Files Connect in the S1 hybrid app: Key Capabilities Post an external file

Page 81: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Search in any specific external data source Files Connect scoped search

Page 82: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Sync Content Files:

Content Files can be Synced down; “Product Designs” is a File in “Design Assets” Library that can be Synced

Page 83: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Sync to Specific Folder:

Choose a Folder to Sync from web; “Marketing” in this case File is Synced to the

Marketing folder below

Page 84: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Sync to Specific Folder: (Continued) Files can be synced from multiple locations.

Feed File Lists

File Detail Page

Page 85: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Valerie Lim Associate ISV Technical Evangelist Salesforce Partner Program

Max Quinn ISV Technical Evangelist Salesforce Partner Program

Page 86: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Summer’15 Release Overview for ISV Partners

Page 87: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 88: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

What’s cool •  Custom Metadata Types •  Big Data Platform •  Apex Enhancements •  Lightning Technologies •  API Enhancements

Page 89: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Custom Metadata Types

Page 90: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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 ☹

Page 91: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Big Data Platform Pilot features

Page 92: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 93: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 94: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 95: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Apex Enhancements

Page 96: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 97: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  Code Coverage for Multi-Line Statements

Apex

•  Higher code coverage

•  Lower code coverage

Page 98: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Lightning Technologies

Page 99: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 100: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

 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

Page 101: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 102: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

• 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

Page 103: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

API Enhancements

Page 104: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 105: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

TreeSave API Demo

Page 106: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 107: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Security and Identity Enhancements

Page 108: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 109: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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.

Page 110: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Platform Encryption

Page 111: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 112: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

ISVForce Updates

Page 113: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 114: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  Delete Unused Custom Settings & Perm Sets •  Added components to deprecation functionality

Additional ISVForce updates

Page 115: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

General Updates

Page 116: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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

Page 117: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Thank you

Page 118: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Appendix

Page 119: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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!

Page 120: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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

Page 121: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

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!

Page 122: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Technical Questions? Forums Have Answers!

http://developer.salesforce.com/forums

Page 123: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Partner Community – Topics (A-Z) Jump directly to a specific topic

http://p.force.com/topics

Page 124: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

Partner Community – Tip Sheet

http://p.force.com/tipsheet

Page 125: Partner Roadmap: Summer '15 for Partners (June 4, 2015)

•  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


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