Title: Previewing Winter 06
1Previewing Winter 06
Success On Demand.
Our 19th-Generation Release
2Safe 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 out 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, 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
quarterly report on Form 10-Q filed on August 19,
2005 and in other filings with the Securities and
Exchange Commission. 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.
3Winter 06 The New Standard for Success On Demand
Next Generation User Interface Territory
Management Customizable Forecasting Custom Fiscal
Year Recurring Events
Agent Console Suggested Solutions Historical
Tracking Enhanced Self-Service
Integrated Campaign Builder Express Follow-Ups
Outlook Edition 2.0 Offline Edition 2.0
Partner Portal Enhancements Channel Management
Streamlined Analytics
Custom Object Workflow Custom Object Record
Types Dependent Picklists Custom Lookups Image
Fields Accessibility for the Disabled
Oracle Integration Toolkit Appforce
Sandbox Appforce API 7.0 Custom Object Import
Application Publish Application Install Public
Exchange Private Exchange
4Next Generation User Interface
- Streamlined look
- New icons, colors
- Improved consistency
- Create New drop-down menu
- Theme selection New or Classic
5Territory Management-Limited Release
- Territory hierarchies
- Territory driven access
- Seamless transfers and hold-outs
- Sophisticated, rules-based assignment
- Advanced options for overrides, customization
6Customizable Forecasting
- Forecast product quantities forecast product
quantity at the opportunity, opportunity product,
or schedule level - Management overrides of quantities override
subordinates forecasted quantities at the
opportunity, line item or quantity level - Quantity based quotas set product quotas by
quantity by rep, time period, product family - Custom fiscal year reflect your custom fiscal
year or custom fiscal periods - Forecast by territory in addition to, or
instead of forecasting by user role hierarchy - Dynamic forecast updates updated to dynamically
reflect changes to opportunity or forecast
quantity or revenue numbers - Freeze Forecast submit freeze a time-stamped
snapshot of a quantity forecast by user, period,
product family, or revenue
7Custom Fiscal Year
- Custom fiscal year setup wizard process
determines custom FY structure, start end dates
of fiscal periods - Fiscal year templates pre-defined common
financial year structures such as 13 periods, 53
weeks or 13 week quarters - Fiscal year customization time periods can be
customized to include exceptions such as leap
weeks or lt 7 day weeks - Multi-year setup FY structure and date choices
can be automatically applied to several years at
a time - Calendar preview at a glance view of a custom
fiscal year calendar - Custom fiscal year based forecasting analysis
pipeline by custom fiscal period - Custom fiscal period based reporting filtering
data in views and reports by custom fiscal periods
8Integrated Campaign Builder
- List Builder Quickly create campaign target
lists en masse within Salesforce from wizards,
reports and lists - Mass Updater Mass update campaign member
statuses - Express Follow-ups Filter Lead or Contact list
views by Campaign Name and Status and Monitor
Campaign Results in Real Time - Mass email campaign members
- Improved integration with email partners
9Recurring Events
- Recurring Event ability to schedule daily,
weekly, monthly or yearly recurring events. A
new recurring icon will identify recurring
events. - Recurring Group Events Invite users and
contacts to recurring events. Accept/decline
entire series or individual event occurrences - View Event or View Series ability to view
details and invitee responses for the entire
recurring series or any individual event
occurrence - Event / Series Updates Modify or delete an
individual event or the entire recurring series
10Streamlined AnalyticsMake Better Decisions with
Speed Confidence
- Easily search/find reports
- Search by name or description
- Navigate report folders like list views
- Quickly view recent reports
- Recently view
- Recently created
- Recently modified
- Report on reports
- Which reports are being used?
- Who is making changes?
- Recycle bin for reports dashboards
- All is not lost!
11Accessibility for the Disabled
- Easy, efficient and productive access for
disabled users - Screen Reader Friendly
- Descriptive Rollover Text
- Colorless Status Communication
- Comply with Section 508 requirements
12Agent Console
- Integrated Agent Console Increase efficiency by
consolidating all information required to provide
efficient Service - List Views for easy navigation Persistent list
views for easy navigation allows easy return to
work lists and efficient navigation - Consistent Case views Efficient layout of cases
to leverage familiarity in working cases - Editing in place Minimize context switching to
make quick edits to related information - Fully Customizable Setup Define Console layouts
in familiar page layout designer. Console
automatically delivers information in the
appropriate layout for record type and profile,
including appropriate supporting information
13Suggested Solutions
- Self-Service User Suggests Solutions SSP users
can suggest Solutions when logging or reviewing a
case. - Self-Service User Closes Cases After reviewing
a Suggested Solution Self-Service user closes the
Case and provides feedback. - Customer Service Reps Suggest Solutions CSR can
suggest Solutions when working a Case. - Suggested Solution Auto-Response Suggest
solutions via email templates for auto-response
or any email template.
14Case Contract History Tracking
- Case Audit History Reports Visibility into
Audit Trail on Cases and case performance
reporting. - Solution Audit History Reports Visibility into
how, when and by whom Solutions are being
changed. - Track changes to Standard and Custom fields
History shows the field that was changed, the
before and after value, who made the change and
when the change was made. - Track changes Custom Large Text fields History
shows the field that was changed, who made the
change and when it was made.
15Outlook Edition 2.0
- Enhanced User Interface
- Email Integration
- Salesforce.com Outlook Folders
- Create Cases from Emails
- Scheduled Synchronizations
- Salesforce.com Contact/Lead Address Lookup
- Administrator Lock-Down
- Custom Field Support (Sync)
- Additional Object Support (Email)
16Offline Edition 2.0
- CRM for sales teams on the go
- All your Accounts, Contacts, Opportunities
- AND any of their related lists
- Now featuring Leads offline
- Advanced conflict resolution
- Secure and scalable mobility
- Scalable relational data store
- Native 256-bit encryption
- Support for SMS deployments
17Advanced Customization
- Workflow on Custom Objects create workflow
rules to trigger task and email actions on custom
objects - Record Types on Custom Objects differentiate
page layouts and picklist values by record type
on custom objects - Import Wizard for Custom Objects import custom
objects with enhanced field and relationship
mapping options - Lookup Fields on Standard Tabs add a Lookup
field that displays a list of user names or
values from a custom object - Image Support in Formulas embed images on
detail pages, list views, and reports using a new
IMAGE formula - Opportunity Product Customization make sales
price and quantity optional or sales price
read-only - Dependent Picklists define dependency rules
that filter the values in a picklist based on the
users selection in another picklist
18Dependent Picklists
- Point and click wizard Visualize your picklist
dependencies and easily maintain them with a few
mouse clicks. Preview the results in real-time - Dependencies dynamically rendered Dependent
picklist values change immediately, as the user
picks a value in the controlling picklist - Multi-level dependencies Chain together
multiple levels of field dependencies to any
depth - Conditionally required picklists You can use
dependency rules to make picklists multi-select
picklists conditionally required - Multi-Select Picklists and Checkboxes too
Flexible dependency rules go beyond picklists,
allowing checkboxes to be controlling fields and
multi-select picklists to be dependent fields
19Custom Lookups
- Add a User lookup to any tab Add a Lookup field
that displays a list of user names. - Create shared lookups that can be used across
tabs As an alternative to a picklist, you can
create a lookup field that uses a custom object
as its source of valid values (e.g., States,
Countries). - Add a standard object as a related list on a
custom tab By creating a lookup from a standard
object to a custom object, you can choose to add
the standard object as a related list on the
associated custom tab - Powerful custom reporting Create custom reports
that link information from standard and custom
objects, based on the lookup relationships you
define.
20Image Formulas
- Integrate images into your pages and reports
Any web addressable image resource can be
displayed. - Create image push buttons to represent links
Combine images with the HYPERLINK button to
create action buttons on detail pages. - IM Online Presence IM services like Yahoo
Instant Messenger use images to indicate online
presence. Now you can integrate them into
Salesforce. - Status Dashboards Use green, yellow, and red
color swatch images to create account or project
status dashboards.
21Enterprise Integration-Limited Release
- Integration Framework Foundation for building
integration solutions. Sits on top of our API
and installed at client site. Dramatically
shortens implementation time - Integration Toolkits for Oracle Built on top of
the Integration Framework, provides an end-to-end
solution for Customer Master synchronization
between Oracle and SFDC - Account Master Integration Included as a base
reference implementation, mastering customer data
from an ERP system (Oracle) to Accounts in
Salesforce. - Mange multiple integration processes Includes a
process management component that can be
configured to manage multiple, multi-step
processes. - Robust, configurable logging Easily control the
level, layout and persistence of log files.
22Sandbox Edition
- Complete Production Database Copy With a single
click, administrators can create a complete copy
of their production database all data and
customizations are recreated in a completely
separate sandbox environment that can be used for
configuration change testing, integration
testing, or new user training - On Demand Refreshes Sandboxes can be deleted
and refreshed as needed, up to once every 30 days - Separate Hardware Sandboxes live on a
completely separate set of web, database,
application, API, cache, and search servers in
order to minimize a negative effect on the
production instances - Optional Restricted End User Access To prevent
users from inadvertently logging into or
receiving email notifications from the sandbox
environment, usernames and email addresses on
those servers are automatically modified (except
the user who requested the copy) administrators
can open up access to additional users if desired
after the copy has completed
23Introducing
Wow. Youve Built the eBay of Apps. - ADP
24The Hub of the On-Demand Universe
Preview, install, buy
Publish Sell
Review apps
App Developers
Salesforce Users
Apps Parts of Apps
25Over 70 Launch Applications
Our Apps
Partner Apps
- Channel Funds
- Expenses
- Bug Tracking
- Conference Management
- RMAs
- Budgets
- Purchasing
- Blood Donations
- Vacation Requests
- Property Management
- Recruiting
- Faxing
- Data Quality
- Project Management
- Email Marketing
- Surveys
- Credit Checks
- ERP
- Professional Services
- Realty Management
- High School Management
- ACT! Data Import
26All Built on Appforce
The First Complete Environment for Designing,
Developing, and Deploying On-Demand Apps
27Apps for Every Part of Your Business
Sales
Support
HR
IT
Finance
Manage and share all of a companys information
on demand
28Appforce Sales
- Sales Methodologies
- Quoting Orders
- Sales Intelligence
- Data Cleansing
- Sales Operations
- Channel Sales (PRM)
- Commissions
29Appforce Finance and Administration
- Project Management
- Order Management
- Expense Tracking
- Purchasing
- Budgeting
- IT
30Appforce Human Resources
- Recruiting
- Track openings, applicants, candidates and hiring
goals - Employee Services
- Class Enrollment
- Vacation Requests
- Policy Management
- HR Policy Tracking
31Questions and Answers
32Meeting Wrap Up