WINTER 08 ADMINISTRATOR PREVIEW Build and Run Any Application on the World s First Platform as a Service Introducing Force.com, the world s only platform as a service that lets you build any application, any database, any logic, and run it all on demand on salesforce.com s trusted, secure infrastructure. New Force.com capabilities are available for all Salesforce applications and custom applications, including: User Interface as a Service Usability Inline Editing Personal Tagging Dynamic Report Headers Printable Lists Logic as a Service Apex Code Apex Email Services Eclipse Toolkit for Force.com Automated System Log Integration as a Service Force.com Metadata API Application Directory Security and Access Controls Database as a Service Relational Business Rules Global, Trusted, Secure Infrastructure IP Range Restrictions The World s First Multi-Category, Multi-Application SaaS Company With Winter 08, salesforce.com is the first company to deliver multiple categories of applications on demand. Built on the Force.com platform, Winter 08 delivers the future of on-demand today, with new levels of usability, CRM functionality, and innovative new applications. Content Management as a Service Innovation Management as a Service -2-
Drive Sales Effectiveness with Market-Leading SFA Salesforce to Salesforce Opportunity Rollups Forecast Delegation Account and Contact Audit History Group Tasks Measure Your Marketing Effectiveness from Click to Close Campaign Sharing Campaign Hierarchies New Campaign Reports Account and Contact Audit History Salesforce to Salesforce Make Your Partners as Successful as Your Direct Sales Force Salesforce to Salesforce Opportunity Rollups Account and Contact Audit History Deliver a Unified Customer Experience on the Web Self-Registration Multiple Tab Sets Printable Lists Deliver Superior Customer Service and a Single View of Your Customers Case Escalation Monitor Account and Contact Audit History Maximize Sales and Service Productivity on the Road Advanced Fetching Unified Mobile Console Take your success to the next level: Get great ideas and best practices from the on-demand CRM and Force.com experts. Our Successforce team has new consulting, education, and support services to help you innovate. New Release Optimize Adoption Assessments New Administrator Training Advanced Administrator Training Developer Training End-User Training Developer Support -3-
VISUALFORCE (Developer Preview) Create Any User Interface as a Service :: Customize the user interface for any Salesforce application :: Build new user interfaces and experiences for custom applications :: Design your own wizards A breakthrough for the Force.com platform, Visualforce is a new technology that lets you design any user interface for Salesforce applications and custom applications. It s everything a developer needs to build rich, interactive applications and user experiences for a variety of audiences, applications, and devices. With Visualforce, developers can build any user interface on demand so you re finally free to reinvent traditional Salesforce interfaces or create new ones for your custom applications. Complete User Interface Control Visualforce lets developers use standard Web technologies including HTML, AJAX, and Flex to create any kind of user experience they can imagine. Providing pixel-level control over every aspect of an application s appearance and behavior, Visualforce allows easy re-use of existing Salesforce UI elements or the creation of completely new experiences. Rich Component Library Visualforce includes a library of over 50 components that represent standard Salesforce UI elements such as views, form details, and related lists. With this library, Visualforce developers can selectively include standard UI features in their own designs without having to re-implement them from scratch. Through CSS (cascading style sheets), the style of these components can easily be extended to match application-specific requirements. Apex Controllers Behind Visualforce is a full featured MVC (model / view / controller) framework that provides an easy and powerful way to not only create new user interfaces, but also new intelligent interactions. This new use of the Apex on-demand programming language within Visualforce is known as Apex controllers and provides the ability to use Apex to add logic to interfaces, enabling the creation of wizards, branching logic, and other kinds of sophisticated and intelligent user interactions. Static Resources Assets used in the creation of user interfaces such as images, style sheets, and browser components can be easily created, referenced, and managed through the static resources feature of Visualforce. By packaging these assets together in a Zip file and uploading that file to Force.com, the content s associated directory structure is immediately available from within Visualforce. Inline Page and Controller Editing Visualforce offers a convenient development mode, wherein Visualforce pages and Apex controller code can be edited directly from the runtime view of the page. The editor features productivity enhancers such as syntax highlighting, auto suggest, and a number of quick fixes to streamline common development tasks. Note: Visualforce is available as a developer preview with Salesforce Winter 08 and will not be generally available with this release. Visualforce is currently available in English only. [TBack to Index] -4-
APEX CODE (Included with Unlimited Edition; Available for Additional Fee with Platform and Create Any Business Logic as a Service Enterprise Editions) :: Quickly develop and customize applications on demand :: Create powerful business logic that runs on salesforce.com servers Apex is the world s first on-demand programming language, enabling developers to create and run any business logic and application on the Force.com platform. With Winter 08, developers can extend their success with Apex and create applications more quickly with more data types, verbs, and APIs. For more information on Apex, visit the Apex Developer Network. New Data Types Winter 08 extends the number of data types enum, decimal, long, subject, and blob available within Apex code, enabling a broader set of numerical data types. With the new blob support, applications can easily manage attachments in a variety of binary formats. Expanded Programmatic Access Winter 08 adds new verbs to Apex to give you programmatic access to powerful platform services such as approval process management, outbound email, and lead conversion. New verbs for Undelete and Query All round out your ability to control every aspect of application behavior through Apex. HTTP Callouts Winter 08 adds the ability to make HTTP requests from Apex, enabling public Web services of all types to be consumed directly from within the Force.com platform. Now you can incorporate RSS feeds and REST-based services from Amazon.com, Google, Yahoo!, and many others in your Force.com applications. INLINE EDITING (All Editions) Make Field Changes with Fewer Clicks :: Edit fields directly on detail pages :: Reduce the number of clicks needed to edit information :: Increase data quality, user adoption, and productivity Inline editing is a powerful new Web 2.0 technology that improves usability in all Salesforce, AppExchange, and Force.com applications. With Winter 08, users can click on a field to edit it directly from the detail page, saving several steps and valuable time in entering and updating information in Salesforce. This leap forward in usability brings the best of new consumer Web features to corporate users. Like all Force.com features, inline editing is available in all Salesforce applications. Editable Fields By hovering over a field, users can determine if it s editable. Simple icons indicate if the field is locked or editable. Double Click to Edit By simply double clicking on a field s value, users can edit the field. This direct editing style saves valuable time by keeping the user on the current screen. Shortcut Keys Users may press the enter or escape key on their keyboards to quickly confirm or cancel an edit, removing the need for additional mouse clicks when modifying fields. Easy Undo Users can quickly undo an individual change by clicking the undo icon next to the edited field. -5-
Dependent Picklists and Address Fields Users can easily edit the groups of related fields associated with dependent picklists and addresses. Double clicking one of these fields produces a pop-up window where all the fields in the group can be edited at once. Note: This feature is disabled by default and requires administrator activation in the set up area of Salesforce (Customize User Interface). RELATIONAL BUSINESS RULES (All Editions) Formula-Based Rules that Span the Relational Data Model :: Create powerful cross-object validation rules :: Incorporate relational criteria into workflow and approval rules :: Route cases for assignment based on account and contact fields Relational business rules increase the power of formula-based logic available to Salesforce administrators. With this new feature in Winter 08, you can define custom business logic that harnesses the power of the relational data model by referencing fields across parent-child relationships. Validation Rules You can define validations that take into account the value of fields on parent or lookup objects. For example, you can validate an opportunity based on fields on the parent account. Workflow and Approval Rules You can set up rules to execute workflow and approval processes intelligently based on the value of fields on parent or related objects. For example, you can trigger lead workflow that references a field on a campaign or approve contact editing based on account fields. Approval Rules Approval requests for records can be automatically routed with consideration for the value of fields on parent or lookup objects. For example, set up contact editing approval based on field values on an account. Assignment Rules You can route cases and leads for assignment based on the values of account and contact fields. Note: Relational business rules are not available with custom formula fields. This feature is enabled by default. PERSONAL TAGGING (All Editions) Organize Your Information with Web 2.0-Style Tagging :: Personalize data organization and list management :: Tag records across multiple objects :: Increase user productivity with faster and easier navigation Taking the best of the consumer Web and bringing it to Salesforce, users can assign their own terms or tags to records in Salesforce. This powerful capability helps users define what is relevant to them about a record and use the information to quickly find these items later. For example, a large opportunity or lead could be tagged Big Deal or a set of related support solutions, cases, and documents could be grouped with a common tag. -6-
Personal Watch Lists Users may create a tag for groups of related records. The tag is the user s own personal term that he/she associates with the records. Auto-Completion Users may add an existing tag to a record with speed and ease by selecting it from the autocomplete menu that appears as they type, saving time and improving consistency in tags. Browsing and Viewing Tagged Records Users can view all records associated with a tag by clicking the tag. This includes records of any object type, allowing users to create a collection of records of different types. Tag Search Users can search for tags using sidebar search and advanced search. Note: This feature is disabled by default and requires administrator activation in the set up area of Salesforce. [UBack to Index] PRINTABLE LISTS (All Editions) From Screen to Paper with Ease :: View lists your way: online or on paper :: Enable users to print their own customized lists Often, users need a printed list of leads, activities, or opportunities. With Winter 08 users can easily print out the results of list views on Salesforce records like accounts, opportunities, or any record except setup. Printable View This time-saving feature allows users to easily print lists of information from Salesforce. A printable view link will appear at the top of list view pages so users can begin printing their lists right away. Pre-Formatted Lists Clicking the printable view link will display list view results in a pre-formatted list that will print correctly on standard 8.5 x11 paper. Note: This feature is enabled by default. DYNAMIC REPORT HEADERS (All Editions) Keep on Top of Tabular Report Results :: Keep report header information viewable while scrolling :: Increase end-user satisfaction with reports Salesforce s reporting capabilities are a favorite feature of users at all levels and in all roles. With Winter 08, reporting usability takes a leap forward with dynamic report headers. This powerful feature is yet another example of some of the best Web 2.0 capabilities from the consumer Web coming to business applications via Salesforce. Many reports generate a multitude of result rows. With Winter 08, as users scroll through the results of these tabular reports, column header information will float dynamically at the top of the report area, ensuring that users have context for the data that they are viewing. Finally, your users will see persistent -7-
report column heading information as they scroll through tabular reports. Note: This feature is enabled by default. APEX EMAIL SERVICES (Developer Preview) Advanced Logic for Automated Email Processing :: Automate key sales, marketing, and support processes via email :: Manage email messages in a way that matches your business processes Expand the power of email approvals with Apex email services. With this new feature, entirely new levels of process automation can be achieved all of it activated by email. You can define Apex code to process inbound email messages to Salesforce or Force.com apps so that your users can use email to do things like create or update records, mark tasks as complete, and much more. Email Processing Logic Use Apex code to examine and process inbound email to Salesforce. Any logic is possible using the flexibility of Apex. New Record Creation Apex email services can be used to create a new Salesforce record based on email content. For example, an email stating remember to call customer could automatically generate a new task assigned to the sender. Existing Record Updates Existing Salesforce records can be updated based on inbound email messages. For example, mark a task as complete when an email with done is sent in response to a task reminder note. Note: This feature is available as a developer preview with Salesforce Winter 08 and will not be generally available with this release. AUTOMATED SYSTEM LOG (Professional, Enterprise, and Unlimited Editions) Consolidated Visibility into the Execution of All Your Business Rules :: View a real-time trace of automated processes :: See behind-the-scenes details of Apex code, validation rules, and workflow Your users rely on the power of Force.com s workflow, validation rules, and Apex code. The Force.com system log allows you to quickly and easily analyze the execution of these powerful automated processes directly within Salesforce. View log information for specific users to troubleshoot their specific processes. Now you re in control of everything that happens in your Salesforce instance. View Real-Time Logging Users with view all data permission may click on the system log link at the top of any page in the application to view log information on automated processes. Detailed log entries show the result of all assignment rules, auto-response rules, escalation rules, workflow rules, approval processes, validation rules, and Apex code. User-Specific Logging Sometimes you need to track processes for a specific user and debug a process for them. You can create a log file for a specific user and view the logged results later. -8-
ECLIPSE TOOLKIT FOR FORCE.COM (Developer Preview) A Full-Featured, Integrated Development Environment for Force.com :: Develop Apex code in a collaborative development environment :: Migrate setup configuration data between Salesforce instances Force.com leads the market in platform as a service. With the Eclipse toolkit for Force.com, developers can make use of the popular Eclipse IDE (integrated development environment) to build and deploy Force.com applications. Take advantage of this powerful integrated offering to manage collaborative development, multiple deployment environments, and source control. Apex Code Use the full power of Eclipse s code-editing tools to create, edit, and test your Apex code. These capabilities include syntax and error highlighting and test suite execution. Source Control Support The Eclipse toolkit allows you to use the native source control capabilities available in Eclipse when editing, tracking, and deploying your changes to Salesforce, allowing multi-developer teams to collaborate on Apex code-based projects more effectively. Apex Code Deployment Use a wizard-based process to migrate your Apex code between Force.com Sandbox, Developer Edition, and production environments. Initial Metadata API Support This release of the Eclipse toolkit provides initial support for creating, editing, and managing textbased metadata enabled by the metadata API enhancements described in that section of the admin preview. Note: The Eclipse toolkit for Force.com is available as a developer preview with Salesforce Winter 08 and will not be generally available with this release. FORCE.COM METADATA API ENHANCEMENTS (Developer Preview) More Power and Flexibility in Configuring Salesforce :: Use the Force.com metadata API to read setup configuration from any Salesforce instance :: Write setup changes to Developer Edition and Force.com Sandbox environments The Force.com metadata API opens the door to new ways of interacting with setup and customization information for Force.com applications. This enables better developer tool experiences, team development systems, and change management processes. The Winter 08 release offers metadata access to a subset of platform features including custom fields, custom objects, profiles, Apex code, Visualforce pages, and s-controls. Write Support Previous versions of the Force.com API allowed only read access to setup information such as schemas, tabs, and profiles. This new API adds the ability to write changes to those elements back to the platform, greatly expanding the opportunity for new ways of interacting with instance configuration beyond the current application framework experience. -9-
Metadata Text Support Also new in this release is the ability to interact with metadata data as a set of XML-based files, allowing the definition of a Force.com application or Salesforce customization to be externalized into a transparent, easily modified, and portable format. Note: The metadata API is available as a developer preview with Salesforce Winter 08 and will not be generally available with this release. SECURITY AND ACCESS CONTROL ADVANCEMENTS (All Editions) Secure Control for Your Data and AppExchange Apps :: Provide AppExchange apps with selective access to data :: Control user logins based on IP address or address range Providing the world s most trusted and secure on-demand applications and platform is an essential value of salesforce.com. The following Winter 08 advancements continue this industry-leading approach to access control and security. Partner Access Controls With partner access controls, an AppExchange app can specify the specific set of objects and data it requires, allowing administrators to review and control data shared with AppExchange apps with greater control and precision. IP Address Login Controls (Now in All Editions!) With Winter 08, it is possible to limit the IP addresses that users logging into a Salesforce account can originate from, allowing companies to control the networks being used to access their data. In Enterprise Edition and Unlimited Edition, IP controls are configurable on a per-profile basis; for all other Salesforce editions, the setting is global to the entire deployment. Note: These features are enabled by default. SALESFORCE CONTENT (LIMITED RELEASE; Professional, Enterprise, and Unlimited Editions; Requires an Additional Fee) Publish, share, and find all your content with a revolutionary Web 2.0 service :: Provide fast access to the most relevant content :: Use community feedback to highlight your best quality documents :: Improve collaboration by simplifying content sharing Salesforce Content is a new on-demand application for sharing and managing documents, presentations, multimedia files, and other business content. By tapping popular Web 2.0 features like full-text search, tagging, subscriptions, and content ratings, Salesforce Content helps users find the exact information -10-
they need. And unlike cumbersome legacy document management systems, Salesforce Content is so easy to use that your colleagues will welcome it with open arms. Salesforce Content improves sales effectiveness by giving reps timely access to the best marketing collateral, sales presentations, and training materials, all within the Salesforce application they re already using. It s also an ideal solution for storing and sharing product documentation, contracts, forms, and policies for everyone in your organization from human resources and procurement to legal and professional services. Powerful, Full-Text Search Salesforce Content searches every word in your documents, even content in the footnotes. You can sort search results by popularity to see which documents your peers have downloaded most often or rated most highly. Or filter on key parameters, such as file type or author, to find the exact document you need in a snap. Streamlined Document Sharing Tag content with key words and phrases instead of using folders to store documents. As users type in tags, Salesforce Content even automatically suggests previously used tags to make users more productive and effective in correctly tagging their content. Automated Content Recommendations Salesforce Content recommends content for users based on key words selected in Salesforce. For example, Salesforce Content can pull key fields from an opportunity record such as competitors and products and use that data to recommend the most relevant documents. Document Previews Ensure you have the right presentation by quickly previewing documents before downloading. Community Feedback and Ratings Establish a feedback loop between content publishers and users to help users find the best documents. Users can rate documents and provide specific comments so publishers know which documents need improvement and consumers know which ones are the most useful. Version Control and Subscriptions Keep your organization in sync as you revise and update documents. Users can subscribe to receive email alerts when individual documents are revised or when new content of interest is created in specific topic areas or by particular authors. Configurable Sharing Rules and Groups Leverage your existing roles, profiles, and organizational hierarchy in Salesforce to define which groups of users can access certain content. Assign granular access rights related to publishing, tagging, commenting on, and archiving documents. Note: The Salesforce Content application will be available in limited release in the weeks following the Winter 08 release. Salesforce Content is currently available in English only. For information on accessing the limited release or pricing, contact your salesforce.com representative. SALESFORCE IDEAS (LIMITED RELEASE; Professional, Enterprise, and Unlimited Editions) Community-Powered Innovation Management :: Empower your community to contribute new ideas to your business :: Create and lead a direct dialogue with your community :: Provide a forum in which the best ideas bubble up to the top Salesforce Ideas reinvents the way that organizations source ideas from their communities. The new Salesforce Ideas on-demand application helps companies build their own online communities to collaborate directly with customers, partners, employees, or other constituents in an interactive, online -11-
forum. With Salesforce Ideas, companies can build communities as a service, without any of the pain of managing hardware or software infrastructure. Salesforce Ideas can be used by marketing, customer service, human resources, or any department to set up an online community. Communities can be created to solicit ideas for new products, features, or best practices; to provide a forum for customer service questions and answers or employee feedback; or to interact with any community that is important to your company. Your Community Site You can create a community site for sharing and voting on ideas. Any of your Salesforce users (and in a future release, your registered customers) can participate. Collaborate on product features, best practices, employee suggestions, and much more. Posting Ideas With Salesforce Ideas, you ll hear from and interact directly with any member of your community. Anyone can post, and your team can respond with answers, clarifying questions, and additional insight. Voting on Ideas Just like on the consumer Web, the best ideas on Salesforce Ideas rise to the top as community members vote. Watch as your community weighs in. Note: The Salesforce Ideas application will be available in limited release later in 2007. With the Winter '08 release, you can expose Salesforce Ideas to customers and partners through the Salesforce Customer Portal, which is feature in Enterprise Edition and Unlimited Edition. An additional fee may apply depending on whether or not your customers are already using the portal. For more information on pricing and availability and additional details on accessing the limited release, contact your salesforce.com representative. [HTUBack to IndexUTH] ACCOUNT/CONTACT AUDIT HISTORY (All Editions) Efficient Compliance Tracking for Key Customer Information :: Audit changes to customer information :: Track and manage updates to account and contact data :: Increase data quality and compliance for customer-facing employees Account and contact records in Salesforce hold your organization s key customer information. In this era of emphasis on compliance, the Winter 08 release empowers administrators with a detailed log of changes to these records. In addition to meeting regulatory requirements, you can improve data quality by tracking and managing the changes users make to customer information. Audit History for Specific Fields You can choose up to 20 fields on contacts and accounts to audit (see note below for exceptions). For maximum flexibility, both standard and custom fields may be tracked. Viewing Changes When changes to tracked fields are made, a detailed audit log is available on the modified record. You can see at a glance what changes have been made, when, and by whom. Trend Analysis Audit information is available via account or contact history reports so users and administrators alike can analyze historical changes to account and contact data in Salesforce. Note: This feature is disabled by default and requires administrator activation in the set up area of Salesforce. Audit history does not count against storage usage limits in the Winter 08 release but will do so in a future release. Formula, auto-number, and roll-up summary fields may not be audited. -12-
GROUP TASKS (All Editions) New Levels of Management Efficiency and Consistency :: Empower managers to assign tasks to teams :: Increase usability of task assignment :: Run your entire business with greater efficiency Tasks are one of the most powerful tools available to managers and employees using Salesforce. With Winter 08 tasks are even more powerful thanks to the new ability to assign a task to a group of users. Managers can quickly assign work to a team using a streamlined user interface. Group Task Management Users can assign a task to a group of users. Tasks can be created, deleted, and viewed for multiple groups of users. Tasks for Multiple Groups When creating a task, users can choose to assign the task to a personal group, role, territory, and/or subordinates. All assignees will receive identical tasks, ensuring consistency and conformity. Independent Status Tracking Each user assigned a task as part of a group will have an individual task created for him/her. Both the assignor and assignee can track each individual task, maintaining individual accountability for each assignee. Note: This feature is disabled by default and requires administrator activation in the set up area of Salesforce. SALESFORCE TO SALESFORCE (Requires an Additional Fee) Shared Data and Processes for Companies that Both Use Salesforce :: Instantly connect with other companies (business partners, suppliers, and customers) via Salesforce :: Easily opt in and out of cross-company data sharing :: Share leads, opportunities, or any custom object One of the questions most commonly asked by salesforce.com customers is: How do I securely and easily share data with another company that is also using Salesforce? How do I coordinate with other companies we do business with on revenue-sensitive business processes? It s all possible with Salesforce to Salesforce, new with Winter 08. Salesforce to Salesforce is a powerful new service that enables companies to efficiently connect and exchange data with their partners within the Salesforce application. Salesforce to Salesforce provides secure, customizable, and efficient data sharing through point-and-click connection. Company Invitations Branded email templates allow you to send invitations to companies you do business with to set up trusted and secure data-sharing connections with companies that also use Salesforce. -13-
Publish and Subscribe For each company you share information with, you can customize the objects, fields, and records you want to share. You have the flexibility to make changes on an ongoing basis to reflect your changing business relationships. Full pick list mapping is supported to help you maintain both data and process integrity. Real-Time Collaboration Salesforce to Salesforce offers real-time visibility into critical business data that spans multiple companies. Shared records are always available for you to see and are automatically kept in sync with any company you connect with. Workflow and Reporting Full cross-company history tracking, reporting, and workflow ensure that each company maintains its own business process while staying connected. Note: Salesforce to Salesforce is available for an additional fee. For more details and pricing information, contact your salesforce.com representative. OPPORTUNITY ROLLUPS (Professional, Enterprise, and Unlimited Editions, Except as Noted) Consolidated Visibility for Complex Opportunities :: Easily aggregate opportunity line item information in an opportunity :: Display total line-item discount at the opportunity level Many organizations manage multiple opportunity line items within a single opportunity. With Winter '08 organizations have the ability to aggregate multiple opportunity line items within an opportunity to determine the number of line items or the sum, maximum value, or minimum value of a specific line item field. Line-Item Summaries For organizations that track product sales as opportunity line items, line items fields can be summarized directly on the opportunity record. Total discount, total quantity, and other product line fields can be aggregated on the parent opportunity record. Discount Calculations You can view the overall discount across all line items directly from the opportunity detail page by using a combination of custom formula fields and roll-up summary fields. Note: This feature is enabled by default. Professional Edition customers must have purchased opportunity products separately to use this feature. For all customers, if advanced currency management is enabled, this feature will not support the rollup of line item currency fields. FORECAST DELEGATION (Professional, Enterprise, and Unlimited Editions) Advanced Delegation and Collaboration on Forecast Information :: Empower finance teams and other professionals to access forecast data :: Allow traveling sales managers to delegate forecast maintenance to subordinates :: Enable overlay team members to access relevant forecast information -14-
An organization s forecast is critical to the accurate prediction and management of top-line results. Key to keeping the forecast process moving forward is the ability for the sales owner to delegate access to other employees who participate in the forecasting and planning process. Forecast Sharing With a click of the mouse, you can allow your users to delegate and collaborate on forecast data. Delegate Forecast Manager Need to empower individual users to delegate access to their forecast data? Administrators can grant specific forecast managers the ability to share their forecast data or globally empower all forecast managers. Delegate Access You can grant users empowered with delegate access the appropriate levels of control. Administrators or forecast managers can choose to delegate read only; read/write; or read, write, and submit permissions. Note: Customizable forecasting must be enabled in order to use the new forecast delegation feature. This feature is disabled by default and requires administrator activation in the set up area of Salesforce. CAMPAIGN HIERARCHY (Professional, Enterprise, and Unlimited Editions, Except as Noted) Streamlined Management of Related Campaigns :: Associate campaigns to parents, going as many as five levels deep :: Increase visibility into how your campaigns are performing at any level in the hierarchy :: Aggregate parent campaign statistics on one screen Marketing organizations often use multiple tactics to generate demand for a larger marketing program or corporate initiative. Winter 08 gives managers the ability to track the overall effectiveness of their marketing initiatives by enabling users to associate any campaign to a parent campaign and easily view the roll-up statistics. Parent Campaigns Users can associate all campaign tactics (email, direct mail, SEM, etc.) to a parent campaign to gain total visibility into a large marketing program. With the ability to create up to five levels in any hierarchy, marketing managers can create a structure that aligns to their individual business needs and that will give them visibility into how multifaceted campaigns are performing at every level. Hierarchy View The hierarchy view gives an at-a-glance view of all campaigns in the hierarchy and how they are related to one other. Aggregated Program Data Aggregated statistics on the performance of your campaigns at any level are available in a single view. Marketing managers can get the insight they need to make real-time adjustments to their programs without running multiple reports. Note: This feature is disabled by default and requires an administrator to enable field-level security for the new fields and to add the new related list and parent campaign field to the campaign page layout. Profession Edition customers must have purchased the campaigns add-on separately to use this feature. -15-
NEW CAMPAIGN REPORTS (Professional, Enterprise, and Unlimited Editions, Except as Noted) Enhanced Visibility into Campaign Performance :: Increase productivity with access to more data in one spot :: Gain greater visibility into campaign performance :: Measure campaign success through multiple report types Winter 08 delivers powerful new functionality for users and offers clear reporting visibility into all the new features being released. The combination of great new features and dynamic reporting will make your marketing users more effective than ever. Campaigns with Campaign Members Report This brand-new report gives users the ability to report on leads and contacts across multiple active and inactive campaigns. See which types of campaigns are generating responses over a period of time. Member ID Access Marketing managers can run reports that include member IDs. With lead ID, contact ID, and member ID reporting from campaigns, users can more easily manage their member data. Campaign Source Fields Measure your campaign success through opportunity reports. Users can run any opportunity report and filter by campaign source to see which opportunities marketing had a hand in. Note: This feature is enabled by default. Professional Edition customers must have purchased the campaigns add-on separately to use this feature. CAMPAIGN SHARING (Professional Enterprise, and Unlimited Editions, Except as Noted) Greater Control of Shared Campaigns :: Conveniently who users only relevant campaigns :: Improve adoption while protecting sensitive campaign information :: Share one global account while limiting access between business units/regions With Winter 08, it s easier than ever to control who within your organization can see specific marketing campaigns and their related information. With new campaign sharing, you have more flexibility to foster collaboration while maintaining confidentiality. Sharing Rules You can segment campaign visibility among almost any organizational unit. Sharing Model With Winter 08, you can control campaign visibility just like any other Salesforce object, providing unlimited flexibility. Manual Sharing With Winter 08, marketing users can share campaigns with other users on a one-off basis. For example, a corporate marketing manager may only want a user to view campaigns in his/her particular region. Note: This feature is enabled by default. Professional Edition customers must have purchased the campaigns add-on separately to use this feature. -16-
SELF-REGISTRATION (Included with Salesforce Customer Portal) Greater Customer Autonomy :: Improve the customer service experience and customer loyalty :: Increase customer self-service and autonomy :: Improve administrative productivity The Salesforce Customer Portal allows you to create a fully branded and personalized customer selfservice experience for your customers. With Winter 08, you can enable your customers to self-register for access to the portal, increasing administrative productivity and improving customer loyalty by increasing self-service capabilities. Note: The Salesforce Customer Portal is available to Enterprise and Unlimited Edition customers for an additional fee. For more details and pricing information, contact your Salesforce.com representative. MULTIPLE PORTAL TAB SETS (Included with Salesforce Customer Portal) More Customization Options for Your Customer Portal :: Create highly customized portals to drive customer loyalty :: Create portals for different user functions, providing precisely the information your customers need to see For many of your customers, your customer portal is a critical means for interacting with your business. With the new multiple portal tab sets featured in Winter 08, you can configure different portals for different user functions. For example, you may design different portals for support functions, order management functions, and training functions. For each use case and portal, you can now display different tabs and information to the same user, depending on role and function. Tab Set Customization You can select which tabs to display and the order in which they appear for any segment of users or even for individual users. Customization for Any User Administrators can specify any role or user for each tab set and portal that is delivered. Note: The Salesforce Customer Portal is available to Enterprise and Unlimited Edition customers for an additional fee. For more details and pricing information, contact your Salesforce.com representative. CASE ESCALATION MONITOR (Professional, Enterprise, and Unlimited Editions) Easy Management of Your Automated Escalations :: View a real-time log of pending escalations :: Delete escalations before they happen when appropriate With Winter 08, administrators can easily monitor pending case escalations, giving better insight into escalations that are scheduled to occur, when they re scheduled to happen, and what rule triggered them. -17-
This powerful new functionality gives administrators greater control over case escalations, as well as the enhanced ability to debug case escalation rules. Pending Escalations Administrators can see upcoming escalations and the rules that triggered them before they happen. Deleting Escalations You can remove case escalations from the queue if you feel that certain escalations should not occur. Note: This feature is disabled by default and requires administrator activation in the set up area of Salesforce. ADVANCED FETCHING (Professional, Enterprise, and Unlimited Editions, Except as Noted) Mobile Search Made Simple :: Get to the information you need on the road more quickly :: Deliver a fast and easy Salesforce search for your mobile users Performing related list searches via mobile devices is much easier with Winter 08. After looking up one record, users can easily and quickly search for records relating to their initial search results. The new advanced fetching feature in Winter 08 caches previous results to make searching for new information faster than ever. Automatic Related List Retrieval After looking up a record like a contact, users can quickly look up related records, such as activities for that specific contact, rather than having to do a slower search of all activities. Saved Search Results Users can pick and choose which search results to download and save to their mobile devices. Note: This feature is enabled by default. Professional and Enterprise Edition customers must have purchased the Salesforce Mobile add-on separately to use this feature. UNIFIED MOBILE CONSOLE (Professional, Enterprise, and Unlimited Editions, Except as Noted) A Fully Integrated Admin Console for Simple and Easy Mobile Management :: Set up users and devices more quickly :: Simplify layouts for intuitive access to the right data :: Deliver the best mobile experience for every user group Winter 08 introduces an integrated mobile administrative console. With the console and many new administrative features, you can create mobile configurations, estimate data, and manage mobile devices all from within Salesforce. Unified Administrative Console With a look-and-feel that is consistent with Salesforce setup, mobile administrators will find it easy to manage their mobile users via the new mobile console. The console will empower administrators to manage all their mobile and non-mobile users in one place in Salesforce. -18-
Advanced Filters Mobile administrators can build sophisticated data filters to deliver exactly the right type and size of mobile data for each user. Mobile data sets can easily be defined as dynamic and time bound so that only relevant data is available on the mobile device. Self-Deployment With Winter 08, mobile users can download the mobile client themselves and immediately begin using their mobile devices to search for relevant Salesforce data without administrator assistance. Users can dynamically build their own data sets based on the data they use most often. Note: This feature is enabled by default. Professional and Enterprise Edition customers must have purchased the Salesforce Mobile add-on separately to use this feature. NEW RELEASE OPTIMIZATION Increased Business Productivity with Deployment of the Latest Salesforce Features :: Meet future business needs with the help of a road map :: Experience dramatic improvements in a short period of time :: Achieve higher end-user adoption and more efficient use of your CRM investment :: Get the knowledge you need to further optimize features on your own The New Release Optimization service for Winter 08 provides you with expert guidance so your organization can immediately take advantage of all the new features. Our experienced consulting team will work with you to understand your business requirements, identify and prioritize a list of new and existing features that will have the biggest impact, and educate your team on how to best deploy and use them. With New Release Optimization, you ll enjoy a seamless implementation and greater business productivity all with minimal investment. ADOPTION ASSESSMENTS Maximum Productivity with Salesforce CRM :: Increase user adoption of your CRM application :: Maximize productivity by correcting inefficient usage :: Eliminate risk by resolving inconsistencies in your plans With Salesforce, you ve got the best product, but are you getting the most out of it? Successforce Consulting will partner with you to evaluate all aspects of your CRM business from domain to capability to the application itself. We will identify any gaps with industry best practices and will provide you with a detailed action plan and recommendations for success. -19-
Domain Assessment Review the strategy, organization, metrics, and supporting processes to assess completeness, robustness, and readiness with complex deployments. Capability Assessment Evaluate current capabilities within departments and determine gaps between current and future state. Application Assessment Review the Salesforce application and supporting processes to determine readiness of the current deployments to scale for an enterprise-wide solution. SUCCESSFORCE EDUCATION - NEW ADMINISTRATOR TRAINING Essential Skills for Optimal Results :: Learn how to use Salesforce to the fullest extent :: Take advantage of the new features in Salesforce Winter 08 Successforce Education has updated its most popular courses ADM-201 Administration Essentials (for Enterprise and Unlimited Editions) and ADM-202 Adminstration Essentials (for Professional Edition) with all the latest Winter 08 features. Learn how to set up, configure, and maintain Salesforce CRM. You will put the training into practice when you set up and configure Salesforce with a series of hands-on exercises. Contact ServiceSales@salesforce.com or 1-877-TRAIN10 (in the United States) for more details and pricing. ADVANCED ADMINISTRATOR TRAINING The Next Level of Training for Sophisticated Administrators :: Be a hero in your company :: Become a Salesforce expert Successforce Education is proud to introduce its newest course offering, ADM-301 Advanced Administration, to enable all administrators and power users to realize the full potential of the Salesforce solution. This four-day workshop lets you brainstorm solutions with your peers while you practice your skills creatively solving real life business problems around the following topics: Advanced Customization Building Custom Apps Using and Building Formulas in Salesforce Introducing the API and S-Controls for Administrators Managing Your Data Keep It Clean and Up-to-Date Advanced Reporting and Dashboards Advanced Workflow and Approvals Forecasting and Managing your Pipeline Contact ServiceSales@salesforce.com or 1-877-TRAIN10 (in the United States) for more details and pricing. -20-
DEVELOPER TRAINING Cut Your Development Time in Half :: Build killer apps on Force.com :: Learn all the ins and outs of Apex code Successforce Education offers APX-320 Apex Application Laboratory to developers and power users for comprehensive and practical experience with the robust features of Force.com and Apex code. The fiveday course covers the complete spectrum of application development tools available including the Apex Laboratory Builder capabilities, Apex Laboratory Web services API, and the Apex Laboratory Directory. Contact ServiceSales@salesforce.com or 1-877-TRAIN10 (in the United States) for more details and pricing. END-USER TRAINING The Key to Sales Rep Productivity :: Get all your sales reps skilled with using Salesforce :: Reduce barriers to adoption Using real business scenarios, SFA-180 Sales Rep Essentials takes a deep dive into the application and gives your sales representatives the tools they need to unlock the power of Salesforce. This course is a media rich, interactive look at everything a sales representative needs to know to get up and running quickly, efficiently, and successfully. SALES SKILLS TRAINING Proven Results for Sales Account Executives :: Understand your customers better than your competition :: Create value while reducing pricing pressure :: Increase your sales :: Cut down your sales cycle Successforce Education is offering all Salesforce customers the same three-day training, Selling Through Curiosity, that all Salesforce account executives attend. For details visit www.barryrhein.com. Salesforce.com is the best technology solution in the market. When you add Barry s ability to greatly increase the effectiveness and results of your sales organization, well, it s the perfect one-two combination. We have seen immediate results with our sales organization as we re rolling out his programs. Jim Steele President, Worldwide Sales & Distribution salesforce.com Contact ServiceSales@salesforce.com or 1-877-TRAIN10 (in the United States) for more details and pricing. -21-
DEVELOPER SUPPORT Expert Help for Your Customization and Application Development Projects :: Expand your coding capabilities without adding staff :: Deploy your customizations more quickly :: Get new applications to market more rapidly Successforce Support is dedicated to helping customers and partners succeed on all fronts and get the most value out of their investments in Salesforce technologies. Developer Support provides in-depth code analysis and recommendations so you can expand your coding capabilities and expertise without hiring additional developers. Our support representatives are experts in the Force.com platform technologies, including our Apex programming language, s-controls, and other popular languages such as Java, JavaScript,.NET, and PHP. Developer Support is free to Premier and Premier with Administration customers and available for a fee to developer, system integrator, and incubator partners. Contact ServiceSales@salesforce.com or 1-877-872-4610 (in the United States) for more details and pricing. -22-