Previewing Winter 06

1 / 27
About This Presentation
Title:

Previewing Winter 06

Description:

... Solution Auto-Response Suggest solutions via email templates for auto-response ... Blood Donations. Vacation Requests. Property Management. Recruiting ... – PowerPoint PPT presentation

Number of Views:29
Avg rating:3.0/5.0
Slides: 28
Provided by: sale68

less

Transcript and Presenter's Notes

Title: Previewing Winter 06


1
Previewing Winter 06
Success On Demand.
Our 19th-Generation Release
2
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 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.

3
Winter 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
4
Next Generation User Interface
  • Streamlined look
  • New icons, colors
  • Improved consistency
  • Create New drop-down menu
  • Theme selection New or Classic

5
Territory Management-Limited Release
  • Territory hierarchies
  • Territory driven access
  • Seamless transfers and hold-outs
  • Sophisticated, rules-based assignment
  • Advanced options for overrides, customization

6
Customizable 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

7
Custom 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

8
Integrated 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

9
Recurring 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

10
Streamlined 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!

11
Accessibility 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

12
Agent 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

13
Suggested 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.

14
Case 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.

15
Outlook 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)

16
Offline 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

17
Advanced 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

18
Dependent 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

19
Custom 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.

20
Image 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.

21
Enterprise 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.

22
Sandbox 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

23
Introducing
Wow. Youve Built the eBay of Apps. - ADP
24
The Hub of the On-Demand Universe
Preview, install, buy
Publish Sell
Review apps
App Developers
Salesforce Users
Apps Parts of Apps
25
Over 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

26
All Built on Appforce
The First Complete Environment for Designing,
Developing, and Deploying On-Demand Apps
27
Apps for Every Part of Your Business
Sales
Support
HR
IT
Finance

Manage and share all of a companys information
on demand
28
Appforce Sales
  • Sales Methodologies
  • Quoting Orders
  • Sales Intelligence
  • Data Cleansing
  • Sales Operations
  • Channel Sales (PRM)
  • Commissions

29
Appforce Finance and Administration
  • Project Management
  • Order Management
  • Expense Tracking
  • Purchasing
  • Budgeting
  • IT

30
Appforce Human Resources
  • Recruiting
  • Track openings, applicants, candidates and hiring
    goals
  • Employee Services
  • Class Enrollment
  • Vacation Requests
  • Policy Management
  • HR Policy Tracking

31
Questions and Answers
32
Meeting Wrap Up
Write a Comment
User Comments (0)