Summer '08 Release Readiness

1
Spring '09 Release Highlights
Brad Phillips Senior Sales Engineer November 14,
2009
2
Safe Harbor Statement

• Safe harbor statement under the Private
  Securities Litigation Reform Act of 1995 This
  presentation and the oral remarks that accompany
  it contain forward-looking statements the
  achievement of which involves risks,
  uncertainties and assumptions. If any such risks
  or uncertainties materialize or if any of the
  assumptions proves incorrect, our results 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 statements concerning new, planned
  or upgraded services or technology developments,
  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 and statements about future customer
  contracts or future customer use of our services.
• The risks and uncertainties referred to above
  include - but are not limited to - interruptions
  or delays in our service or our Web hosting our
  ability to complete and successfully release new
  and improved versions of our on-demand platform
  and development environment our new business
  model problems integrating, launching or
  operating services based on newly acquired
  businesses or technologies, breach of our
  security measures possible fluctuations in our
  operating results and rate of growth the
  emerging market in which we operate our
  relatively limited operating history our ability
  to hire, retain and motivate our employees and
  manage our growth competition our ability to
  continue to release and gain customer acceptance
  of new and improved versions of our CRM service
  unanticipated changes in our effective tax rate
  fluctuations in the number of shares outstanding
  the price of such shares foreign currency
  exchange rates and interest rates.
• Further information on these and other factors
  that could affect our financial results is
  included in the reports on Forms 10-K, 10-Q and
  8-K and in other filings we make with the
  Securities and Exchange Commission from time to
  time, including our Form 10-K for the fiscal year
  ended January 31, 2007. These documents are
  available on the SEC Filings section of the
  Investor Information section of our website at
  www.salesforce.com/investor.
• 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 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, except as required by
  law.

3
Workflow EnhancementsCross-Object Workflow
Rule defined on child object
Use REGEX to simplify the validation of formatted
data
Update field on parent record
4
Enhanced Page Layout Editor
Video tutorial demonstrates drag drop behavior
Switch to other layouts
Copy layouts faster with Save As
Undo/Redo
More intuitive management of standard and custom
buttons
Drag and drop page elements to add them to the
layout
5
Enhanced Page Layout Editor
Palette stays available as you scroll and scrolls
automatically to expose valid drop targets (e.g.,
click on Related List and it scrolls to the first
related list section)
Use Quick Find to filter the set of elements
(e.g., only show me related lists that start with
C)
Collapse the palette if you want more room to
drag and drop within the canvas
Immediate visibility into related list display
details
Click the Properties icon to edit related list
properties
6
Add Blank Spaces
Make an important field pop by putting blank
spaces above and below
Use blank spaces to align text area fields for
better legibility
7
Edit-in-Place
Click Edit Layout to open the editor directly
from detail page (only visible to Admins)
Click Save or Cancel to return to the detail page
8
Search Enhancements Document Content Search
All orgs will have the preference to make
Document content searchable
Documents are indexed and made searchable
immediately
Search results are based on matches from content
of the file as well as name and description
9
Force.com Offline Person Accounts

• Synchronize Person Accounts between Force.com and
  Salesforce.com
• Create, Update, Delete Person Accounts in
  Force.com Offline

10
Calendar and Activity EnhancementsTime Picker
for Events
Select Start and End time on the New Event page
Use the Time Picker for Click and Create Events
11
Similar Opportunities
2. Similarity is based on the fields youve
filled out for your Opportunity
1. Scan the list of Similar Opportunities
5. Finally, check the deals you want to track
and click Bookmark to store them against your
opportunity
3. Hover with your mouse to highlight the fields
from the left-hand side that this Opportunity has
in common
4. Use the checkbox filters to drill down on the
fields that matter most to you
12
Marketing EnhancementsCampaign Member UI
Enhancement
1) Select leads or contacts
5) Easily mass remove or update people once added
2) Select filter criteria and click Go!
4) Mass add selected people by clicking on the
status to assign
3) Select the people to add to the campaign
On the Campaign Detail, the Related List makes it
easy to see all members
13
Salesforce CRM Call Center EnhancementsEmail to
Case as a Service (PE, EE, UE, DE)
Turn on Email to Case
Create one or more Routing Addresses
Email header information accounts for a large
percentage of the size of a message
Set the Priority and Origin of the Case
Determine whether or not to create a Task
14
Salesforce CRM IdeasSuggested Duplicates

• Dramatically improved suggestion flow
• Custom suggestion algorithm

15
Salesforce CRM ContentContent Delivery (Limited
Release)
Deliver a file you upload or choose from Content
Enable users to download in PDF or native file
format
Enable full screen views of content
16
Salesforce CRM ContentPresentation Assembly (PE,
EE, UE)
Search for the slides or presentations you want
Get visual results of slides or decks, and
preview them by clicking
Use REGEX to simplify the validation of formatted
data
Drag slides or decks into the bottom tray to
assemble your new presentation
Rearrange or delete slides to finalize your new
presentation
17
Salesforce CRM ContentContent Packs (PE, EE, UE)
Search for the content/ documents you want
Get visual results of individual pieces of
content, and click to preview
Drag content into the bottom tray to assemble
your new pack
18
Salesforce CRM ContentInline Content Views (PE,
EE, UE)
See high quality views of content in your browser
View the entire piece of content inline
View content in full screen mode
19
Salesforce CRM Partner PortalCases for Partners
Allow Partner uses to Create, Edit, and Update
Cases
Allow partner users to create Cases for Accounts
and Contacts other than their own.
Assign Cases to partner users so they can resolve
the Case.
Search for suggested solutions and link Solutions
to Case
20
Salesforce CRM Partner PortalEmail for Partners
Enter email details
Select from existing email templates that have
been shared with partners.
Use REGEX to simplify the validation of formatted
data
Send Email from Activity History Related List on
any object
21
Salesforce for iPhone EnhancementsVisualforce
Mobile and Web Tabs, and Dashboards
Users have access to all of their Dashboards and
can initiate Refreshes of the data.
Images, wizards, GPS coordinates, and more can be
added through VF Mobile pages.
Dashboards and VF Mobile tabs appear along with
local object tabs.
22
Salesforce for iPhone EnhancementsList Views and
Log a Call
Users can select from among a set of pre-defined
list view filters.
The Log Call pop-up greets users when they
disconnect from a call initiated from the app.
23
Additional Release Resources

• Spring '09 Release
• Vote for and/or promote features on IdeaExchange
  http//ideas.salesforce.com/
• Spring 09 Release Details
• http//www.salesforce.com/community/spring09/sprin
  g09.jsp
• Previous Releases
• Winter '09 http//www.salesforce.com/products/win
  ter09.jsp
• Summer 08 ttp//www.salesforce.com/products/prev
  iews/summer08/
• Spring 08 http//www.salesforce.com/products/spr
  ing08.jsp