Summer '16 Release Preview Webinar
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The Summer '16 Release Preview presentation discusses upcoming features and enhancements in Salesforce, including best practices for release planning and new productivity features for admins. It outlines risks and uncertainties related to forward-looking statements and highlights the importance of making purchase decisions based on currently available features. The agenda covers new developments such as multiple account contacts, customizable home pages, and updates to the Salesforce1 mobile app.
Summer '16 Release Preview Webinar
- 1. Summer ‘16 Release Preview May 11, 2016
- 2. Speakers Mike Gerholdt Manager, Admin Evangelism @MikeGerholdt LeeAnne Templeman Senior Admin Evangelist @leeanndroid
- 3. 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 product or service availability, 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, new products and services, 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 outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, 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 most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 presentations, 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.
- 4. Get Social with Us! @salesforceadmns #awesomeadmin Salesforce Admins Salesforce Admins The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
- 5. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. • Stick around for live Q&A at the end! • Speakers will tackle more questions at the end, time-allowing bit.ly/AdminWebinarGroup
- 6. Agenda • Release Best Practices • Productivity Features Admins will Love! • Customize and Build in Summer ‘16 • Process Builder Updates • Resources • Q&A
- 8. Plan for Salesforce releases • Get a pre-release org • Read the Release Notes • Watch Release Readiness Live • Review what Sandboxes you need to refresh Plan Ahead for the Release
- 9. How to Review Release Notes • What is included in the Release Notes? • Edition • Availability • Setup • Where are Release Notes located? releasenotes.docs.salesforce.com
- 10. IdeaExchange • What are Ideas? • Who can vote? • What happens to Ideas? • Ways to use Ideas • How to participate: success.salesforce.com/IdeaSearch
- 11. Productivity Features Admins Will L ve!
- 12. Contacts with Multiple Accounts • Eliminate the need for duplicate contacts • Capture unique attributes about the relationship • View current and past relationships to connect the dots * This feature is available in Salesforce Lightning and Classic
- 13. Setup Contacts with Multiple Accounts Enable Contacts to Multiple Accounts New Account Settings option to enable contacts to multiple accounts
- 14. Create a Calendar from Anything • Create from any Standard or Custom Object • Displays information based on Date field you select * This feature is available in Salesforce Lightning
- 15. Find all the News with One-Click! • One-click to find all the latest happenings! • Information based on recently viewed Accounts and Opportunities * This feature is available in Salesforce Lightning and Salesforce1 Mobile App
- 16. Salesforce1 Mobile App Updates • Opportunity & Account details • Get more from related lists • More ways for mobile users to update, search & view data
- 17. Additional Features Now Available in Lightning • Account & Opportunity teams • Preview all related lists • Collaborate on Dashboards & Reports • Chart types in Dashboards & Reports * These features are available in Salesforce Lightning and Classic
- 18. New Features – Only Available in Lightning! • Opportunity Insights • Company Autofill • Account Logos (beta) • Note Sharing * These features are available in Salesforce Lightning only
- 19. Build and Customize in Summer ‘16
- 20. Set Custom Home Pages • Create & edit New Home pages with the Lightning App Builder! • Assign custom pages by Profile *Available in Lightning Experience only
- 21. Customize Record Page Look & Content • Edit the look & feel of record pages using the drag and drop interface • Edit the Page look & Object details from a record • Assign Filters to Component Charts *Available in Lightning Experience only
- 22. Demo
- 24. Execute Actions on Multiple Criteria • Manage all your processes for an object in one place • Chose when your process stops evaluating * This feature is also available in Salesforce Classic
- 25. Demo
- 26. Resources Salesforce Release Resources • Release Notes • Success Release Readiness Group • Release Dates Calendar Go to: www.salesforce.com/customer-resources/releases/ summer16/
- 27. Dreamforce ‘16 Admin Track CFP Share your work with the community by speaking at Dreamforce! Submit your proposal at admin.salesforce.com/presentDF16
- 28. Join the Admin Webinar Group for Q&A! bit.ly/AdminWebinarGroup
- 29. thank y u