Spring 10 New Release Features

Spring ‘10
Release
Readiness

Safe Harbor
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 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.

Email &
Productivity
Real-Time Approvals Real-Time Content
& Workflow Library

Genius
Forecasting
& Analytics

Partners
Leads &
Opportunities

AppExchange
Accounts &
Contacts

Salesforce Automation (EE, UE, DE)

OVERVIEW
With real-time Quote Sync in Spring ‘10, you will be able to quickly and easily
create a quote from an opportunity with all your deal information, create a pdf of
the quote, create multiple quote versions, email the quote from salesforce.com
to your customer, and easily sync any changes to your primary quote back to
the opportunity to ensure your forecasting and reporting is up-to-date.

SAMPLE USE CASE
As a sales rep, I want to be able to easily create and send a quote from an
opportunity to close my deal quickly and easily. Using Quotes I can create and
email a quote PDF directly from Salesforce.

Salesforce Quote Sync
Create a Quote from an Opportunity

Primary contact information and
Select new account address information are
quote from the automatically copied over to the
opportunity new quote

All of the opportunity products
will be copied over to the new
quote on save

Quote Detail Page

View quote totals
information including
discount, tax, shipping and
handling

Add a discount
to your line
items
Quickly add
more products
to your quote

Create a Quote PDF

Create a PDF
version of the
quote

Save the quote
PDF document
to your quote

Send the Quote

Contact from the
quote is automatically
added. Simply type in
your subject and
message and click
send!

PDF
automatically
attached to
email

Sync a Quote With the Opportunity

Click the new sync
button from the quote
detail page to sync
your quote with the
opportunity

Select Initial Sync Direction

Get a confirmation
message explaining
how sync works.

Changes to the Quote Update the Opportunity

Sync is now enabled.
Click the button again
to stop the sync.

Add new products to
the quote, change
sales price, quantity,
or discount. All
these changes will
also update the
parent opportunity

Calendar & Activity Enhancements (All Editions)

OVERVIEW
With Spring ’10, you can now take control of event invitations by adding a
custom logo for your company with Branded Event Invitations. Once you
have uploaded your logo, the system will use the logo in all event invitations
and the invitee response page on the web. In addition, when this feature is
enabled the event invitations that are delivered to your customers will reflect an
updated, appealing design .

SAMPLE USE CASE
As a Sales Rep, I want the correspondence that I deliver to my customers to be
appealing and professional. Working with my System Administrator, Ican now
upload a custom logo to be used in meeting invitations that are delivered
directly from Salesforce.

Calendar & Activity Enhancements
Logo Upload in Setup

Upload a
Custom Logo
for the
Organization

Calendar & Activity Enhancements
Branded Event Invitations

Custom Logo
for Invitations
Custom Logo
on Invitee
Response
Page

Email Enhancements (GE, PE, EE, UE, DE)
OVERVIEW

With Spring ’10, you can now send yourself email with the content of email
templates before you make it active using Email Preview.

Also new with Spring ’10, we are introducing Global Email Templates which will
empower the Administrator to setup one template which can be used for the
recipients language.

Finally, the ability to set the email default Task type as "Email” one of the highest
voted IdeaExchange requests. Email Default Settings allows all emails send out of
the Salesforce will automatically be logged as “Email” !

SAMPLE USE CASE
A system administrator wants to create an email templates using Global Email
Templates which will translate the content based on translation workbench.

Email Enhancements
Email Preview & Global Email Templates

Send test email
and verify
merge fields

New Language
Tag which can
use merge
fields

Salesforce Mobile Lite Enhancements (All Editions)

OVERVIEW
With the Spring ‘10 release, every Salesforce customer can enjoy free basic access to
Salesforce from a mobile device regardless of your license type. Now Mobile Lite lets
you create, edit and delete records from any standard object. Need to update the
phone number of your best customer while on the go? Mobile Lite lets you do it.
Want to create a new Opportunity record? You can do that, too. In fact, Mobile Lite
users now have full access to all of the supported object types, including Accounts,
Contacts, Opportunities, Leads, Cases, Solutions, Assets, Tasks, Events, and
everyone's favorite, Dashboards. Do more than ever while on the go!

SAMPLE USE CASE
A Sales Rep just got out from a meeting with a customer. The opportunity is
progressing really well. He needs to changes the status of the opportunity and create
a related activity, in which he writes the notes of the meeting. With Mobile Lite he can
do that right after the meeting from his mobile phone

Salesforce Mobile Lite

Mobile Lite is
now available for
all Salesforce
editions
including Contact
Manager and
Group Edition!

Update and
create records
on the road!

Salesforce Mobile for iPhone (All Editions)

OVERVIEW
With the Spring ’10 release, we’ve introduced Filter and Search. Finding the specific
piece of data you need is now a breeze. No more hunting and hoping to find that
Opportunity or Lead you entered 3 months ago. Every tab and every list view includes
a new Filter and Search bar. Just start typing and the list of records is reduced to
those that match. Select “Search” to search to look across the device for the record.
One more tap extends the search to the remote server to retrieve matching records
not on the device.
In addition, with Search for Related Items you can find all of your related records
with one tap. Like the new filter and search functionality, there is a new one-button
means of getting all related records.

SAMPLE USE CASE
A rep arrives on site for a field repair based on an open case. Once onsite, the
customer tells the rep the problem is similar to one solved a few months previously.
The rep navigates to the Cases related list for the Account, and taps “Search server
for more…” The past case appears in the list, and the rep is able to review the details
and solve the new problem quickly.

Salesforce Mobile for iPhone
Filter and Search

The Filter and
Search bar is at the
top of most list
views. Just start
typing to filter the To search
list. remotely, tap on
“Continue search
on server…”.

Tapping “Search”
extends the
search across all
such records on
the device.

Salesforce Mobile for iPhone
Search for Related Items

All local related
records will appear
in the list.

Search results appear.
Viewing a result will
Tapping “Search server for “mark” the record and
more” initiates a remote keep it on the device for
search for additional related offline access.
records.

Salesforce Mobile for Blackberry(All Editions)

OVERVIEW
With the Spring ’10 release and Link to Records you can tap Salesforce
linksfrom your BlackBerry email, and the mobile application will automatically
launch, search for and show the record in the native application.
Take advantage of high-speed mobile connectivity! With the new WiFi support,
you are no longer tethered to a cellular data connection. With the latest release,
you can download, activate, and use the Salesforce mobile application with
nothing more than a WiFi connection.

SAMPLE USE CASE
Often, Salesforce users send links to records to coworkers via email. If the
recipient is on the road, he or she can click on the link from the email client and
that will launch the Salesforce Mobile client and open the right record or
dashboard.

Salesforce Mobile for Blackberry
Links to records

Receive email
with a link.

Tapping on the
link will open
the record on
the client.

Customer Portal
Ideas

Chat
Partners

Email to
Search
Case

Call Center
Social

CTI 2.0(PE, EE, UE, DE)

OVERVIEW

Now in Spring’ 10, CTI 2.0 allows you to perform new actions with CTI with
clicks, not code. With CTI 2.0 we have added the ability to configure Custom
Screen Pops including Visualforce pages and new object edit pages, and
added the ability to perform these screen pops in a new browser tab or window
instead of in an existing window.

SAMPLE USE CASE
A self-storage space provider wants their agents to pop to a custom page
showing a map of storage locations in the area of the caller instead of to the
caller’s contact record.

CTI 2.0
Custom Screen Pops

Visualforce
screen pop

Entitlements & Service Contracts(PE, EE, UE, DE)

OVERVIEW
New with Spring ‘10, you now have the ability to track the level of service your
company is providing for customers with Entitlements & Service Contracts.
Ensure that customers entitled to support receive the correct level of support
and identify opportunities to sell or up-sell support offerings.

SAMPLE USE CASE
An agent receives a call from a customer. The agent performs a lookup of the
contact, to verify that they are entitled to phone support. From the phone
support entitlement, the agent creates a case for the customer.

Entitlements & Service Contracts
Setup

Enforce your Service Level Agreements

Success, Warning, & Violation Workflow Actions

Entitlement Based Support

Entitlement Related List to create
Cases from Account, Contact,
Asset or Contract Line Item detail
pages

Entitlements & Service Contracts From the
Contact on the
Case Fields Defaulted from Entitlement
Asset

Case Milestones

The timeline
displays Case
Milestones by
target date (SLA)

Case Milestones
are created based
on the Entitlement
on the Case

Service Contracts

Asset & Entitlement Filtered Lookups on Case

Answers (EE, UE, DE)

OVERVIEW

Many of our customers have asked us for a ‘Forums’ or a “discussion board’
product that they can use inside the Customer Portal or inside the application
itself. Now in Spring ‘10, Answers is our answer to a specialized discussion
board for enterprises. People don’t go to company websites to socialize. They
go there to get a question answered, and hopefully to help others. Answers
hones in on that business value, and is designed to lower call center costs by
deflecting potential calls to the Answers product.

SAMPLE USE CASE
A customer has a question about a company’s products. He does a simple
Google search and finds the answers on the company’s Answers forum.

Answers
Data Categories

Categorization
using Data
Categories

Answers
Questions List

All Questions
asked in this
Best Practices
Category

Answers
Question Asker & Replies

Rich text
questions and
replies

Question Asker Replies
can pick the sortable by
best Answer time and vote
from all replies total

Community
can vote on
replies

Answers
My Questions & Replies

Your Questions

Your Replies

Salesforce Knowledge (EE, UE, DE)

OVERVIEW
New with Spring ‘10, you now have the ability to expose Salesforce
Knowledge in the Partner Portal. You can also now define Field Level
Security in article types and change the data category visibility settings per
Portal roles.
Some advanced Knowledge analytics can also be build through the ability to
configure Knowledge Custom Report Types.
API access to Knowledge search features is included in Spring ’10.
Developers can build custom search features for the Knowledge app with Data
Category filtering and all Knowledge search features like Custom Synonyms
and Stemming. In addition, we’ve added Describe API to retrieve information
about data category groups, Metadata API to allow re-parenting, delete or
renaming data categories through a single-file XML transaction, and SOQL
with Data Categories to enable precise queries.

Salesforce Knowledge
Partner Portal Integration

Field Level Security

Hidden for partners
Hide the field for some roles

Visible for internal users

Portal Roles Data Category Settings

Category visibility settings can
be changed at the portal role
level

Custom report types

New Knowledge related objects
for creating report types

Salesforce Knowleddge
Knowledge SOQL API
Search all
Knowledge
Articles

SELECT Id, Title, Summary FROM KnowledgeArticleVersion
WHERE PublishStatus=’Online’ WITH DATA CATEGORY Product__c
AT Phones

WITH DATA CATEGORY clause allows
filtering on categories

SELECT Id, Title, Summary, OfferDescription__c FROM
Offer__kav WHERE PublishStatus=’Online’ WITH DATA CATEGORY
Product__c AT Phones
Search any
Article Types

SELECT Title, Summary, OfferDescription__c FROM Offer__kav
id=’ka0x000000004Q3O’

Retrieve specific Knowledge
Article values

Knowledge SOSL API

FIND {search.string} RETURNING KnowledgeArticleVersion
WITH DATA CATEGORY Geography__c AT AMER
Search all
Knowledge
Articles

New WITH DATA CATEGORY
Search any
clause allows filtering on
Article Types
categories

Use the Data Category API
to specify categories to
search
FIND {search.string} RETURNING FAQ__kav
WITH DATA CATEGORY Product__c AT PHONES

Real-Time
Workflow &
Programmable User
Real-Time Approvals
Interface
Websites
Real-Time Mobile
Deployment

Programmable
Cloud Logic Real-Time
Content Library

Granular
Security & Real-Time
Sharing Analytics

Unlimited Real-Time
Customization
AppExchange

New User Interface Theme (All Editions)

OVERVIEW

The Spring ’10 release includes a preview of a fresh new look for
Salesforce applications. This new theme provides brighter, more
streamlined user interface elements, reduces page “noise”, and will
complement new features in future releases. Over the course of the next
few months, we’ll be expanding this new look to even more areas!

New User Interface Theme

Simpler & more fun
colour palette and
shapes.


Reduced page
noise from
eliminating
extraneous lines
and simplifying
background colors.


Clearer visual
separation of
primary data vs.
related data.


Cleaner UI Widgets
& Elements

Analytics Enhancements (See Feature Detail for Availability)

OVERVIEW

New in Spring’10, you now have the ability to make the table components in
dashboards even more useful with Four Column Dashboard Tables. With the
ability to display a total of fourcolumns, extra information can be now be included in
your dasbhoards, such as Close Date for an opportunities list, or Open Date and
Number of days outstanding.

SAMPLE USE CASE
The Marketing manager wants to see the list of currently running campaigns with the
campaign name, end date, number of days to run, and number of responders

Analytics Enhancements Choose report
as today
Four Column Dashboard Tables (GE, PE, EE, UE, DE)

Choose to
control layout
Choose which
columns and
sorting

4 Columns
displayed

Workflow Enhancements (EE, UE, DE)

OVERVIEW

Now available with Spring ‘10 release, Personalized Email Alerts allow you to
override the from address of any email alert with the address of the Default workflow
user.

SAMPLE USE CASE
All automated emails related to sales should be sent as the sales operations system
administrator. Using Personalized Email Alerts the system administrator can send
opportunity close date reminder to the VP as the sales operations admnistrator.

Workflow Enhancements
Personalized Email Alerts

Default
Override from Workflow User
address

API Enhancements (PE*, EE, UE, DE)

OVERVIEW

Now with Spring ‘10, you no longer have to extract all your data from
Salesforce.com to run analytical queries using an external tool. With Aggregate
Functions, SOQL is being enhanced with a full set of aggregate “GROUP BY”
query expressions, including SUM, MIN, MAX, AVG, HAVING clauses and full
support for grouping by day, month, year, etc. Aggregate Functions allows you
to run queries similar to reports so you can use the API to retrieve aggregate
results.

SAMPLE USE CASE
A Sales Manager, using an API client application, wants to view the aggregate
opportunity amount groupbed by country and region with subtotals for each
country.

Application Distribution Enhancements
Packaged Custom UI

Action override
installed by package

Subscribers can override package’s setting.
Package’s setting will continue to be upgraded under
the covers. (Managed packages only)

Edit an override to
revert to default UI

Application Distribution Enhancements
Packaged Custom UI

Filter by
package

Override Master
Values or
packaged
translations

Same, easy to use
inline editing
interface

Cloud Deploy (Beta) (EE, UE, DE)

OVERVIEW
Sandboxes are critical for large and mid-size customers to develop and test
configuration changes without impacting end users on production. Cloud Deploy
(Beta) empowers a non-technical admin or business analyst to copy supported
types of changes between sandbox and production organizations, or between
sandboxes.
New in Spring ‘10, you have the ability to Clone an Outbound Change set, Delete
a non-upload Outbound Change set , and Deploy Change Sets across
platform versions during releases!

SAMPLE USE CASE
After a Change Set is uploaded to production, an admin logs in, inspects the
Change Set, and clicks “Deploy” to apply the changes.

Cloud Deploy
Outbound Change Sets

Include only
those
components
you want to
send

Find missing
dependencies
you overlooked

Additional Release Resources

 Spring '10 Release
– "Ideas Coming In Spring '10" on the IdeaExchange
• Vote for and/or promote features on IdeaExchange:
http://ideas.salesforce.com/
– Release notes and Release Preview coming soon!
 Previous Releases
– Winter ’10:
http://sites.force.com/features/ideaHome?c=09a30000000DCUV
– Summer ’09: http://www.salesforce.com/community/summer09/
– Winter ‘09:
http://www.salesforce.com/community/spring09/spring09.jsp

Spring ’10 Feature Enablement

Spring 10 New Release Features

More Related Content

What's hot (15)

Viewers also liked (20)

Similar to Spring 10 New Release Features (20)

Recently uploaded (20)

Spring 10 New Release Features