Spring ‘16 Release Overview

Sponsored by Release Readiness & Feature AdoptionJanuary 11th, 2016

Forward Looking Statements

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 developing and delivering new functionality for our service, 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, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the fiscal year ended January 31, 2009 and our other filings. These documents are available on the SEC Filings section of the Investor Information section of our Web site.

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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Spring ‘16 Release Milestones*

Staggered Release Friday, 2/5(NA6, NA7, NA8, NA9, NA17, NA18, NA22, NA28, NA29, NA31, EU5)

Pre-Release Sign-upThursday, 12/17

Staggered Release,Friday 1/15 (NA1)

Sandbox Preview Window Friday, 1/8(CS3, CS4, CS7, CS9, CS11, CS12, CS13, CS14, CS15, CS17, CS19, CS20, CS21, CS23, CS25, CS26, CS28, CS30, CS32 ,CS41, CS42, CS44, CS45, CS51, CS80, CS83, CS87)Saturday, 1/9(CS5, CS31)

Dec Jan Feb

Preview Release Notes12/17

Staggered Release Friday, 2/12(EU0, EU1, EU2, EU3, EU4, EU6, CS81, NA0, NA2, NA3, NA4, NA5, NA10, NA11, NA12, NA13, NA14, NA15, NA16, NA19, NA20, NA21, NA23, NA24, NA25, NA26, NA27, NA32, NA34, NA41)

& Saturday, 2/13(AP0, AP1, AP2, AP3, CS1, CS2, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS33, CS40, CS43, CS46, CS50, CS52)

Release Website12/23

Release Readiness LiveTuesday 1/19Wednesday 1/20

Sandbox Cut-off Date1/1Read this blog PRIOR to 1/1!

* All dates are subject to our Forward Looking statement s- http://sforce.co/1vpAYf0** Check the Release Community group for updates - http://sforce.co/1dUdze4

Webinar: Mastering Your Releases, 1/6Register herehttp://bit.ly/SFFeatureFocus

Join Release Readiness & Feature Adoption Today

Click here and use your Salesforce Login and Password, select Join from the top right corner

Join our Community and always be informed.• Review updates from your

Release Readiness Team• Ask questions• Share your best practices

and insights• Collaborate with other

customers

Release Readiness Live Spring ‘16Live webcast with our Salesforce Product Managers

Agenda• In-depth descriptions of the latest functionality• Comprehensive demos, so you can see the features in

action• Best practices to help you maximize the benefits to your

organization• A sneak peek into their roadmap for 2016January 19th9:30 a.m. – 10:45 a.m. PST Community Cloud11:45 a.m. – 1:00 p.m. PST Service Cloud

January 20th9:30 a.m. – 10:45 a.m. PST Sales Cloud11:45 a.m. – 1:00 p.m. PST Salesforce App Cloud

Register (after the event view)

Spring ’16 ReleaseSales CloudIncluding Lightning Experience and Salesforce1 mobile

Sales Cloud

What’s new in LEX• Campaigns• Person Accounts• Opportunity teams• Notes• List views• Social Insights

Other Sales Cloud features• Collaborative Forecasting• Exchange sync• Data.com• Reports and Dashboards

Salesforce1 Mobile• Enhanced charts in S1• MDM (Android only)

The all new Sales Cloud, powered by Lightning

See the feature impact tables in the Release Notes to find out when and how these features become available

Lightning Experience

Campaigns in Lightning ExperienceGenerate and track outbound marketing campaigns that drive your business

Campaign Reference ObjectTrack Campaign Progress, Boost Productivity, and Collaborate Across Teams

Publisher to manage tasks, calls, events, and email

See campaign member engagement.

Fields from compact layout

Campaign DetailsManage Campaign Details & Progress

Planning details to track future success

Campaign statistics to measure progress and ROI

Manage Campaign Membership Campaign Membership

Import a CSV file or use Salesforce Classic to leverage saved list views.

Click to drill into campaign members

View Campaign Member RecordRecord Details

Import a CSV file or use the Classic experience to leverage saved list views.

Click ‘View All’ when campaign has members

Additional actions available for:

Contacts: Create OpportunityLeads: Convert Lead

Fields from compact layout

Add Campaign Members or Update Campaign Member Status Using the Data Import Wizard

Select file to add leads

Select Leads

Campaign HistoryOn Leads, Contacts, and Person Accounts

Marketers can see the campaign history for lead, contact, and person account records.

Campaign History as a related list.

Person Accounts in Lightning ExperienceBeta*

See the person accounts in Lightning Experience deck for more detailed explanations of the limitations outlined

Person accounts take the standard business-to-business account model and extend it to include business-to-consumer sales, so customers can capture information about individual people with whom they do business.

This feature is available in both Lightning Experience and Salesforce Classic.

No more restrictions on enabling Lightning Experience for your org.Salesforce supports your sales process like never before

View, manage and interact with person accounts in

Lightning

See the person accounts in lightning experience deck for more detailed explanations of the limitations outlined

ComposerEasily create new call logs, tasks, and events no matter what page you're on

Docked Email Composer

1. Pop out the Email Composer

2. Continue writing your email in the

Docked Email Composer while you navigate

elsewhere in the main window

3. Minimize to save space;

restore or maximize to

continue writing your email

Update a Template

1) Pop out the Email Composer

Update templates right from the

Email Composer

Search and insert merge fields quickly

Mass Opt-Out and Bounce Indicators

1) Pop out the Email Composer

Be aware of leads and

contacts who’ve opted out of mass

emails

Avoid leads and contacts which have bounced

Auto BCC Your Return Address

Return Address is Auto-BCC’ed so your email

appears in your inbox

Update preference in

Email Settings

Notes

Notes Home

New Filters

Text and Highlight Color

Inline Images

Versions with Preview

Create New Notes From Composer

Quickly create a note from anywhere via

global create

Docked Composer

Account Insights

Get more insights without loading a new page

Multiple articles in the

carousel

Next and Previous buttons to scroll through articles

Link to the list view

Feedback button

Opportunity Teams

Opportunity Teams

Add single member to the opportunity team

Opportunity Team card on opportunity page

Queue support in Change Owner

Select Queue when change owner

Lightning Case Emails

Key Capabilities

Send Email quick action now has a Template component available

Key Capabilities

Save What’s inserted as a new

template

Key Capabilities

Get more info about recipients

and subject in one click

Email feed item now shows Rich

Text content

Other enhancements in Lightning Experience

- New cards on home page for meeting scheduleand task list - Create & edit list views

- Activity timeline filtering- More objects searchable in LEX and betterformatting of instant search results

- Work orders and assets now available in LEX

For enhancements to Feed in LEX, see the Community Cloud section• Banner photo on profile

• Group banner customizable

• Broadcast groups• Improved photo uploading and editing

For enhancements to reports & dashboards in LEX, see the Analytics Cloud section

Additional Sales Cloud Enhancements

Salesforce1 Mobile

Interactive Lightning Experience charts now in Salesforce1

Interact with the charts while still on the

Dashboard View page

Choose a different chart for viewing the

same report data

Filter the report by selecting an area of

the chart

Tap to view this chart and its report in more

detail

Mobile Device ManagementConfigure and Lockdown Salesforce1

Salesforce1 pushed to user by admin

SSO server is preconfigured

user automatically authenticated

Available now in Android v8.0

Mobile Device ManagementConfigure and Lockdown Salesforce1

Available now in Android v8.0

Collaborative Forecasting

Custom Fiscal Year View in Collaborative ForecastingCustom Fiscal Year Example:(2017 is from 1/10/2016 to 1/7/2017)

Viewing Custom Fiscal Year Periods in Forecasting Tab

Orgs with custom fiscal years will get all the new enhancements to Collaborative Forecasting:

Salesforce App for Outlook

Global Actions in Salesforce App for Outlook

Click + to see the list of global actions.

Select an action.

From Salesforce Setup, click Salesforce App for Outlook Settings: available global actions appear in the Outlook Publisher Layouts area.

Exchange Sync(Beta)Enables any Exchange-connected device/laptop to sync with Salesforce

Exchange Sync ConfigurationsSet up sync directions, behaviors, and filters for different user populations

Exchange Sync Status Admin Setup allows overview of org-wide and user-specific sync status

Data.com

Enrich Leads with Company Information

Enable the option to clean all records

On Save & Manual - Enrich Leads with Company Information

Company Information is added to the Lead

Clean status is set to In Sync

Link to DandBCompany

Object

Manual Clean - Enrich leads in Lightning

Check the clean status for Company Info for Leads

Clean Rule

Manually clean a lead

Clean Vitals

Click to download the most recent errors

Prospecting Insights

Data.com provides a highlight view of key financial metrics

Company Insights page provides summary info and financial highlights

Company overview with primary & related industries are displayed

Contacts from Data.com are available to add, can be searched for by level or department

Competitors are listed and sorted by revenue, and highlighted if already an account

Company Hierarchy

Cloud icon denotes Accounts already in

Salesforce and an owner, so user can quickly identify white-space

One-click access from the Insights page

Import new accounts with a single-click

User can control how deep to go in the

hierarchy

Get More Contacts

Admin can update the dashboards used in the

Engagement Console

Select and add multiple contacts

Iconography indicates whether contacts have previously been purchased or already exist in CRM

Contact Selector overlay allows users to discover contacts without leaving

the Account page

Action button integrated within Contacts related list; shows automatically with a Prospector license

Get More ContactsFilter by Department,

Level and Title

Spring ’16 Release Community Cloud

Community Cloud

Communities• Chatter groups in

Community templates• Compact Feed and user

profile Lightning components

• Page Manager in Community Builder

• Lightning Dashboards in Community Management

Chatter• Relevant @mentions• Edit feed posts• Broadcast groups• Chatter in Lightning

Experience

Connect to your customers in a whole different way

See the feature impact tables in the Release Notes to find out when and how these features become available

Chatter in Community Templates

Chatter Group Components in Builder

Lightning & Community Builder > Chatter Groups In Templates

Chatter Group List

Lightning & Community Builder > Groups In Templates

A Groups tab can be added to the Nav bar of the Community. Clicking on the tab takes the user to the list of groups.

Interacting with the Group in Templates

Lightning & Community Builder > Groups In Templates

The components that make up a group can be arranged in any way, and of course many other components can be added to the group to provide a richer experience. For example, members of this group could see a recommendation component that displays new audio products.

Insert Chatter Feed (various types), and Publisher separately on a pageLightning & Community Builder > Feed & Publisher

New Feed, Publisher components in Community

Builder

Feed, added separately from

publisher

Publisher (standalone)

Feed Lightning component in BuilderNew Lightning Feed Builder Component

The feed is now a drag and drop component which can be added to any lightning page.

Compact Feed Lightning componentNew Lightning Feed Builder Component

The compact feed is a drag and drop component that allows you to see questions, likes, best answer and # of comments. The user can quickly scan to find an answer.

Choose from a discussion, “My Feed”, or Entity feed type. Enter the record id to show the discussion from a topic or record!

Check the box to hide or show likes and comments

Compact FeedCompact view lightning component that allows you to scan and quickly find what you need.

Green check mark means best answer. Likes and Comments are customizable.

Profile Components New Profile Components in the Community Builder

Profiles are now Customizable

The profile has a clean new look, and is completely customizable. Add any component you want to meet your users’ needs.

Lightning Dashboards in Community Management & Other Community Management Enhancements

Lightning UX experience in Salesforce Classic & Lightning ExperienceEmpower Community Managers > Lightning Dashboards

Salesforce Classic dashboard renders in Lightning UX

Admin can install the Spring ‘16 version of the Salesforce Communities Dashboards package to get preconfigured Lightning-Optimized dashboards

Standard and custom date filters, column sortingEmpower Community Managers > Community Insights

Use predefined date filters to view data

Apply your own custom date filter

Insights page respects default report sorting; sorting can be applied manually

Community managers can search for articles in Article ManagementEmpower Community Managers > Topic & Article Search

The community manager can now search for articles and narrow down the results by group and data category.

Limit the size and types of files in your communityEmpower Community Managers > Moderation - File Type Whitelist

Error message when file with invalid extension is uploaded

Set the maximum file size and list of file extensions allowed in the community

List View EnhancementsList Views Now with Charts, Filters, and Added to SEO

Chart view now available for List View

Add multiple filters for a List View

List views added to SEO

Lightning & Community Builder > JavaScript Embedding in Page HeaderAdding JS to page header at the community level

In Community Builder, go to Settings > Advanced > Edit Head Markup

Enter Markup and Save

Page Manager in Community Builder

8 Layout options, plus an area for infinite custom layouts

8 different Layout options.

Dedicated “Custom” view for Templates specific to your org.

Lightning & Community Builder > Customizable Layouts - 2 + 3 columns

Manage pages that are standard, custom or bound to an object in a single UI

Page Groupings

Vanity URL

Associated Pages for Object Pages

Choose between draft variations to

activate

Titles and Descriptions for SEO purposes

Lightning & Community Builder > Page Manager

New location for New Page button

Before: One Record with many attached parts

1. Drag Record Detail component on to page

1 2 3

4

2. Single monolithic record inserted

Lightning & Community Builder > Distinct Record Components

After: Insert each component separately as desired

1

3

2

4

Lightning & Community Builder > Distinct Record Components

Lightning & Community Builder > My AccountMy Account Now Accessible Directly from Profile Dropdown

Fully customizable My Account page with ability to create new Case, Contact, etc.

My Account now available in profile dropdown menu

Rich Feed (& Experience) in Community Templates

Add text, hyperlinks, images and embedded videos to a communityRich Experience: Rich Text Component in Builder

1. Add Rich Text Component to Page 2.Modify Text, Source Code

3.Maximize editor for more options

4.Save and Publish when done

5.Rich Content now live on community

Add text, hyperlinks, images and embedded videos in your postsRich Experience > Rich Text in Publisher

Text formatting options Multiple file attachmentsPublished post includes inline preview, and rich formatting.

Modern rendering of file attachments in feed.

Select up to 5 files through the Unified File Picker, either by selecting files from the Salesforce cloud or by uploading files from your machine.

HTML 5 based preview player using scalable vector graphics (SVG) resulting in crystal clear displays. No more Adobe Flash. Preview all file attachments in a browsable fashion and page continuously through any single file.

Rich Experience > File ImprovementsMulti File Upload, Unified Picker, Attachments in Feed, HTML5 Preview

Multi-Attachment in Community FeedsUsers can share multiple file attachments in a single feed post

Sequential upload Multi-attachment feed publisher

Community manager sets up Topic Hierarchy in Community Management

Community Managers can create subtopics for any Navigational Topic. Three levels are supported in total.

Level 1: 25 Navigational TopicsLevel 2: 10 Navigational TopicsLevel 3: 10 Navigational Topics

Community Management > Navigational Topics

Add Topics Drill Down. Add Subtopics. Save and Publish.

Rich Experience > Topic Hierarchy

Community managers can set up a Nav Hierarchy in the Napili template

User is then taken to the compolete Topics Catalog, with hierarchy.

Rich Experience > Topic Hierarchy

Enable “More Topics” in Nav Menu Editor in the Builder. Users can then click on More Topics

Community managers can set up new user audiences to receive recommendations

New Audiences page in Community Management > Recommendations

Community managers can create an audience based on the days since the users registered (New Members).

Customers can also create a Custom List of User IDs via API.

Rich Experience > Recommendations - Audiences

Topic Recommendations in the Napili templateRich Experience > Recommendations - Topics

The topic recommendations component will appear if there are no custom recommendations to display and if there is enough activity (e.g., likes, posts) in those topics.

The user can either click through to the topic page or click on the Follow button to start following the topic.

Display Help Bubble, Leader Knowledge, Last Active Time, & Logged In User Rank

Optional help bubble has customizable text

Discover the expertise of community leaders

Logged in user can see own rank compared to Community leaders

Pick 1 of 3 configurations for Leaderboard

Rich Experience > Leaderboard Upgrades

Chatter (Non-Community) Enhancements

Chatter Enhanced Relevant At-Mention

Without interactions at-mention model lists recipients in alphabetical order

When one of the recipients is at-mentioned in a post, the signal of the interaction is been tracked, and the recipient who was at-mention appears at the top of the list now

Edit Feed Posts with Files Attachments in Salesforce ClassicUsers can now edit any feed post with file attachments

Users can see edit option in the drop down for posts that contain files/links

Edit Feed Posts with Files and LinksUsers can now edit any feed post

Users can see edit option in the drop down for posts that contain links

Link attachment is updated once the link is edited to reflect the updated link

Broadcast GroupsBroadcast groups only allow admins and managers to post

Group owners can post and comment Group members can only comment

Group ReportFor every group, get a report on activity (Classic only).

Every wonder if your group has unanswered questions?

Lightning Experience Profile EnhancementsProfile

Camera Button

A new camera button lets you upload a custom image into the banner for groups and profiles

Lightning Experience Enhanced Groups List

Spring ’16 ReleaseService Cloud

Service Cloud

Case Management• Work Orders• Multi-component Assets• Macros• Cases in Lightning

Experience

Other key Service Cloud features Knowledge Service Console Live Agent Omni-Channel Organization Sync SOS

Social Customer Service• Enhanced moderation• Improved set up

Connect with your customers in a whole different way

See the feature impact tables in the Release Notes to find out when and how these features become available

Work OrdersSpring ‘16 Service Cloud

Work Order Management

The Work Order object includes standard integration with Account, Contact, Asset, Case, Service Contract, and Entitlements.

Customer Service Representatives can quickly create, maintain and manage work orders

NOTE: Work Orders Support Private, Public Read Only, and Public Read/Write Sharing.Work Order Line Items sharing is Controlled by Parent (Work Orders).

First class sharing model

Example Use Case – Break/FixField Service as part of Product and Technical Support

>AssetAsse

Case Work Order Asset> >>

The customer (or the asset itself) identifies a potential problem and creates a case.

Any work performed on an asset should be applied back to the asset to ensure the asset is accurate.

For example, if a part of an asset is replaced as part of the work order then the new part must be reflected on the asset.

The work order is completed, the asset(s) is repaired and the problem is resolved.

The asset including components are modeled on the work order as line items and represent the state of the asset at that point in time.

Technical Support determines a field technician needs to be sent on-site to resolve the issue.

Example Use Case – Planned MaintenanceField Service as part of Product and Technical Support

>OrderAsse

Work Order Service Contract Asset

> >>

Following a win (opportunity closed) a new order is created and the customer receives a deliver date for the new purchased product

Any work performed on an asset should be applied back to the asset to ensure the asset is accurate.

For example, if a part of an asset is replaced as part of the work order then the new part must be reflected on the asset.

Work orders are created usually with a specific cadence such as once a quarter. This work may include tests and analysis to determine that the asset is working properly. This may include a formal certification.

A new work order is scheduled for initial installation and setup of the new product.

>

Work Order

The asset is covered by a service contract that includes planned maintenance tasks that ensure it is up and running sometimes with an explicit uptime.

The asset and related context are passed to the work order.

Feed-Based LayoutsWork Orders support and Work Order line items support feed-based layouts

Feed-Based Layouts are controlled via page

layout extensions

Quick ActionsWork Orders and Work Order Line Items Support Quick Actions

Multi-component AssetsSpring ‘16 Service Cloud

Asset Hierarchy

View all related details of the Asset

Standard Parent Asset lookup field and System generated and maintained Root Asset field

MacrosSpring ‘16 Service Cloud

Run Macros on Any Object with a Feed-Based Layout

Run Macros Programmatically Using the API

As of today, Macros are not multi-lingual and not multi-channel (on the roadmap), which can lead to a lot of duplicates (1 for each combination of language + channel) and may make them difficult to find.

Run Macros Programmatically Using the API

Developers can use the Javascript API to create a

custom console component to show and filter the macros that

are available to the agent

Run Macros Programmatically Using the API

NOTE: The API can only be used to create new custom console components. The API doesn’t override how the macros widget works.

Use the API to create a Visualforce component that uses Product Family and the Preferred language field to show relevant Macros based on the context of the case.

In one click the agent can Open or Run the Macro.

Social Customer ServiceSpring ‘16 Service Cloud

New "Social Media" Setup AreaThe new Social Media section of the Setup menu is easier to find, and its contents are clearer and better organized.

TIP: Type “med” into the Quick Find, and the unique match

for “Social Media” will take you right there

The menu items are no longer ambiguously named

NOTE: New organizations signing up as of Spring ‘16 release don’t have to file a Support ticket as a prerequisite to enabling Social Customer Service.

It just takes one click to enable and up to two Facebook or Twitter social accounts are available out of the box with the free starter pack

Enhanced ModerationTriage inbound social posts fast. Easily track the complete lifecycle of an inbound social post, whether or not it warrants a case.

Social Post list views now load faster than ever New set of standard values

for the Reviewed Status picklist.

Other Service Cloud EnhancementsSpring ‘16 Service Cloud

Other Service Cloud EnhancementsKnowledge – create validation rules on article type, standard article type page layouts, read access for Force.com and Chatter Plus users

Service Console – limit on the number of open tabs, preview tab content with tab hovers, prevent agents from closing tabs using business rules

Live Agent – enhanced chat transfer with Transfer to Agent, Skill, and Button

Omni-Channel – time-out feature to automatically transfer waiting requests

Organization Sync - hide published and subscribed objects related lists when a connection is suspended, bulk sync objects, In Progress connection status for admins

Case Feed – email viewing improvements, creating and using email templates in Lightning Experience, create cases from the REST API

SOS – access a customer’s camera during an SOS session (beta), new agent availability API

Spring ’16 ReleaseAnalytics Cloud

Analytics Cloud

Wave for Communities• Give your partners insight

to drive sales

Flex Dashboard Designer (Beta)

• Turn anyone into an expert dashboard designer

Operational Reporting• Enhanced charts in

Salesforce1• Lightning reports &

dashboards

Get smarter about your customers

See the feature impact tables in the Release Notes to find out when and how these features become available

Wave for CommunitiesCollaborate on shared data, explore data together and run your business on shared insights.

Dashboards in CommunitiesIncrease your partners’ productivity with personalized dashboards now embedded in community pages.

Wave Dashboard

Wave Dashboard

Call out to launch Explorer

Sharing options:Options to share an App Externally

Ability to add groups containing external users

(beware - not chatter group), external roles, and external

users users

Org-wide settings (all Partners, All Customer…)

NOTE: External users can now access Wave Dashboards and explore their data dynamically in Wave but they don’t have the ability to create and save any content such as datasets, dashboards or lenses

Flex Dashboard DesignerBeta

Getting Started is easy!Start from scratch or start by converting an old dashboard (converting will create a new copy)

Start Right from the Home Page

Be sure to choose the Flex Designer

Drag Widgets in from left panel

Right panel is used for Widget Properties

and Lens list

Easy snap to grid drag and dropNo more spending time lining up widgets. The grid based system makes any drag and drop novice into a dashboard artist.

Widgets smartly take up specified space

We moved the most important action, creating a Lens, inside the Dashboard Designer, so you

don’t have to switch tabs

Operational Reporting

Enhanced Charts – monitor sales team performance on the go!Salesforce1 can now display the same beautiful charts that you see in the Lightning Experience and in Wave Analytics!

Tap on a chart to select the chart. Tap

on chart segments to see details.

Tap on gear icon to switch chart types.

All charts are displayed in a single column

on the dashboard view

page.

Tap on expand icon to see chart details with

report data.

View your filtered dashboards in the Lightning ExperienceNow your users can view and select filters from within the Lightning Experience

View table charts

View and apply filters on the dashboard

Lightning ReportsSeeing embedded charts on a record

View embedded report charts on the record

Lightning Reports – understand your data betterViewing details on a matrix report

1. By default, the summary is shown on a

Matrix report

3. Report will re-render with details so users can see the actual records in

each grouping.

2. To see details, go to Options menu, and select

Details

Give Administrators access to all reports and dashboards to effectively manage your org

New folder scopes for better navigation

Row level actions:Edit or delete right

from the home page

Report lists are separated from folder lists

Description field displayed

Admin Access to Private Reports:Delete obsolete

reports and reduce the clutter

Spring ’16 Salesforce App Cloud

Salesforce App Cloud

Customization & General Administration

• Customizable Navigation Menus in LEX

• Lightning App Builder

• Process Builder

• Login Forensics and Admin Analytics app

• Salesforce Authenticator v2

Other Salesforce App Cloud enhancements

Security & Identity• Transaction Security

• Salesforce Authenticator

• Platform Encryption

Development & Deployment• Lightning Out• Enterprise API• Sandboxes

Go faster than ever before with the Customer Success Platform

See the feature impact tables in the Release Notes to find out when and how these features become available

Customizable Navigation Menus in Lightning Experience

The Lightning Experience, tailored to you

Tailor the left hand menu to each business role and ensure focus on the most important records for each function

Admins can now create custom (left) navigation menus and deploy them to various user profile(s).

A simple, 3-step wizard makes it easy for admins to create and edit Navigation Menus for user profiles in the org.

A variety of items can be placed in a navigation menu. Refer to the release notes for details of what is and isn’t supported in Spring ‘16. For

anything that can’t currently be put into a navigation menu, the user can still access it via

the App Launcher.

A navigation menu must be assigned to at least one user profile. Only one navigation menu can be assigned to a given user profile. Admins should plan out their navigation menus and assignments.

Lightning App BuilderDeveloper Preview

Customized Record HomeAdmins desire the ability to fully customize Lightning Experience to meet their organization’s needs

Add standard or custom

components to enhance the

page.

Activate the page to override the default

Drag and drop to rearrange

components or move between tabs

Customized Record Home Admins desire the ability to fully customize Lightning Experience to meet their organization’s needs

Some standard components are configured externally

using the Page Layout Editor and Compact Layouts. They are indicated with these gray

stripes when selected

Properties panel displays links to relevant Page Layouts and

Compact Layouts and enables quick access

“How It Works” overlays explain the underlying

metadata

Tabs ComponentAdd a tab set to a page and customize it with unique labels and nested components

Drag and Drop components into a

tab

New Standard Component:

Tabs

Add, Delete, Rename and Reorder Tabs in

component properties

Process BuilderAutomate business processes faster

Drag & Drop Criteria ReorderingSave time & clicks by changing the order of criteria & action groups Just drag and drop—it’s that easy.

Criteria are evaluated in the order shown on the canvas.

If you need to reorder your criteria, just click on the criteria node and action group (1) and move it to the new location at the end of your process. Simply drag and drop your criteria in the location of your choice to easily create the perfect enterprise workflows for your business.

Now, with Process Builder you can rearrange your process criteria without having to recreate an entire process all over again

Reuse Names & Descriptions for New Process Versions

Tired of retyping names and descriptions for new versions of your process? Fear not! New versions automatically use the name and description from the original version. You can edit the name and description or leave it as is.

Cloned processes are automatically assigned version numbers so you don’t have to keep track of versions.

You can’t change the API name when you create a new version of a process. API names are forever.

Full Field Names now visible on Hover

View Field Names in Your Process at a Glance

Due to limited space, you can rarely see an entire field name. Now you can see at a glance what’s being evaluated or updated. Just hover over the field name in the criteria or action side panel to see the entire name.

Data Import Wizard

Data Import Details on Launch Page

Details about the 5 recent imports will be displayed on the Launch Page. The button “Bulk API Monitoring” leads to

the monitoring page in Setup

Data Import Wizard launched from Object Home

New Import button added to the Object Home for Accounts, Contacts,

Leads, Custom Objects. This will launch DIW.

Launch Data Import Wizard from Campaign Detail Page

If a Campaign has no members a link is displayed on the Campaign Detail Page to Import Leads and

Contacts.Once a Campaign has members the

Campaign Member Status can be imported using the link on the

Campaign Detail Page.

Admin AnalyticsVisualize Salesforce usage data like never before.

Create the Wave app with a click of a buttonStart analyzing critical Event Monitoring log files and the Setup Audit Trail

Easy to set up with 17 default dashboardsA collection of the most commonly used lenses for security, adoption, and performance

Audit:Track report

downloads to find out who’s taking

your customer data to a competitor

Optimize/Troubleshoot:

Prioritize which pages, classes, integrations, and

reports need to be optimized or fixed.

Track Adoption:Find out whether

that investment in a new app or

Visualforce page was worthwhile

.. and default dataflow

Pre-configured dataflow for

augmenting data

Automatic 7 day integration with Event

Log Files

Trust becomes my trust

Compare event types by transaction count

and server speed

Reduce Performance IssuesFind out which visualforce pages, apex classes, or API integrations

need to be fixed and prioritize based on actual usage.

User segmentation reporting

User segmentation faceting by profile,

role, and user

KPIs at a glance

Track each interaction to a user

and their IP to determine if a

session may have been compromised.

Reduce RiskTrack each interaction to a user and find out if data is been take

via file or report downloads

Other App Cloud EnhancementsSpring ‘16 Salesforce AppCloud

Login Forensics: the big picturePerform forensic reports and understand where there are potential data breaches

Transaction Security

Customizable Apex PoliciesFramework auto-generated policies

Define Real Time ActionsNotify, Block, Force 2FA, Session Chooser

Enforce Session ConstraintsControl the number of active user sessions

Transaction Security Key Capabilities

Use Cases:

• Reduce security risk by forcing users to close active sessions before enabling new ones

• Providing contextual policies to block access from unwanted, malicious devices, browsers, countries, or IPs

• Alerting or blocking on large data downloads to prevent data loss

• Salesforce access is automatically blocked if a known to be compromised end user device is used

Use Cases:• Reduce security risk by forcing

users to close active sessions before enabling new ones

• Providing contextual policies to block access from unwanted, malicious devices, browsers, countries, or IPs

• Alerting or blocking on large data downloads to prevent data loss

• Salesforce access is automatically blocked if a known to be compromised end user device is used

Security Health CheckHelping Customers Stay Secure

Immediate analysis of your Salesforce application’s security configuration against the Salesforce Security Baseline

§ Password policies

§ Session settings

§ Network access configuration

Using the Security Health CheckSimple and Intuitive

Salesforce Authenticator v2Invisible Out-of-Band Two-Factor Authentication

1. User installs the new Salesforce Authenticator client on his mobile device and pairs it with his salesforce account

4. The user can approve/block access by simply clicking allow/deny on the mobile app

3. During the login the user is asked to verify his identity using Salesforce Authenticator mobile app

2. User that is enforced with a 2FA policy logs in to salesforce

• Support encryption for Standard and Custom fields where Communities are set up

• Community User Profile can be assigned with the “View Encrypted Data” user permission to view encrypted field values in plaintext

• Added support for Lightning Connect

• Decouple of the “Manage Encryption Keys” user permission from the “System Administrator” profile

Platform Encryption

Files and Attachments can be encrypted while at rest in just one-click.Embedded encryption into additional Attachment types:

• Inbound/Outbound Email Attachments• Email to Case Attachments

Turn encryption on standard fields, declaratively or via the MDAPI.Embedded encryption into additional standard fields:

• Account/Person Account Description, Website, Phone and Fax fields

• Contact Description

REFERENCE: You can find additional information in the Platform Encryption Implementation Guide.

Run your Lightning Components apps anywherewith Lightning Out

Lightning Component running inside

SharePoint

Other Salesforce App Cloud EnhancementsHeroku Enterprise - powerful new features for enterprise app development. Private Spaces provide network isolated app and data services for enhanced security. Selectable Regions allows your apps to run closer to your users in the geographic region you specify. Use Salesforce Identity to manage your development teams with Integrated Identity. Now, you can easily and quickly create engaging apps that scale.

Increased Developer Sandboxes – we’ve substantially increased the number of Developer Sandbox licenses for Enterprise, Unlimited, and Performance Edition organizations. For Enterprise Edition for example, this means an increase from 1 developer sandbox to 25 developer sandboxes available.

Global Picklists (pilot) – reuse a single list of values for multiple custom picklist fields. Easily share picklists across objects by creating picklist fields based on the master list of values.

Restricted Picklists (beta )– A restricted picklist field includes only the values that you’ve defined. Your picklist data stays clean, because users can’t add erroneous or redundant values.

Enterprise API – REST API Friendly URLs : Traversing relationships by the relationship name allows easy retrieval of related records (return all contacts for an account without running a query)

thank y u