Integrating with Salesforce'com

1
Brad PhillipsSenior Sales EngineerSalesforce.com
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 our 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 January
31, 2007 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
Some of Whats New in the Spring 08 Release

• User Interface Enhancements
• Calendar Scheduling
• Analytics/Reporting Enhancements
• Partner Portal Enhancements
• Customization Enhancements
• Workflow Enhancements
• Salesforce Content
• Salesforce Ideas
• Development as a Service

4
User Interface Enhancements
5
List View Editing (All Editions)
Improve usability with enhanced list views
Benefits

• Streamline your steps
• Visibility of Created By/Last Modified
• Easier Column Selection and Reordering
• Faster Advanced Filter Entry

6
Administration (All Editions)
Re-organized into the following three categories
Customize, Create, and Develop
Benefits

• Point-and-Click Customization Tools under
  Create
• Manage Workflow and Approvals under Create
• Advanced Customization (APEX) under Develop
• Descriptive Exchange links
• Easy to Use Alphabetized Links

7
Mass Actions on Tags Search Results (All
editions)Make tagging and search results
actionable with custom buttons. Increase
productivity with list buttons, rather than
having users individually click into each record.
Personal Tagging lets you create ad hoc custom
lists
Select one or more records on which to take action
Same buttons available on sidebar search results
A single click on one custom button can act on
all selected records at once
Buttons are customizable for each object type
8
Updated Offline Edition (PE, EE, UE)

• Updated Skin now matches Online Edition
• Supports Security Token and Remembers Password

9
Calendar Scheduling
10
Drag Drop Calendar Home Page Event Hovers
(All editions)
On the home page, users can mouse-over calendar
events to view the details of the event in an
overlay.
Events can be rescheduled by dragging them to a
new time/day within the Single User Day/Week
views.
11
Spell Check Save Send Email Default (All
editions)
Spell check for Events, Tasks, Notes, and
Comments.
Personal Default Preference for Send Email
Notification on Tasks. Saves time for users who
may always want to send email when assigning
tasks.
12
Demonstration
- List Views - Drag/Drop Calendar - Spell
Check - Enabling Features
13
Analytics Reporting
14
Outer Joins Reports With and Without Children
(PE, EE, UE, DE)
Existing CRTs can have their relationships
changed.
Use Custom Report Types to set a relationship to
return rows from parent object whether or not
there are children.
15
Schedule Dashboard Refresh and Send by Email(EE,
UE)
16
Demonstration
- With or Without Reporting- Scheduled
Dashboards
17
Partner Portal Enhancements
18
Salesforce Partners New Features (EE, UE)

• S-Controls
• Custom Links Buttons
• Web Tabs

• Add Salesforce Ideas

• Add Sales Teams to Opportunities

19
Customization Enhancements
20
New Function ISNUMBER()(All editions)
Example Validation Rule for a 5 Digit Postal
Code
In Winter 08
In Spring 08
OR(LEN(MailingPostalCode) ltgt 5, NOT(CONTAINS("0123
456789", LEFT( MailingPostalCode,
1))), NOT(CONTAINS("0123456789", MID(
MailingPostalCode , 2, 1))), NOT(CONTAINS("0123456
789", MID( MailingPostalCode , 3,
1))), NOT(CONTAINS("0123456789", MID(
MailingPostalCode , 4, 1))), NOT(CONTAINS("0123456
789", MID( MailingPostalCode , 5, 1))) )
OR(LEN(MailingPostalCode) ltgt 5,
NOT(ISNUMBER(MailingPostalCode)))
21
New Function VLOOKUP()(All editions)
VLOOKUP(field_to_return, field_on_lookup_object,
lookup_value)

• This function is similar to the Excel function
  VLOOKUP(). It looks up a value in a custom
  object and inserts a related value into a rule
  formula.
• The lookup object can only be a custom object
• Only fields with text data types can be used as
  the lookup_value argument
• Cannot be Text(Encrypted) or Text Area(Long)
• Cannot be Picklist
• Only the record name field can be used as the
  field_on_lookup_object argument
• Any field type can be used as the field_to_return
  argument, except
• Formula, Currency, Picklist, Multi-Select
  Picklist, Text(Encrypted), Text Area(Long), and
  Record Type

22
Example Role-based Limit on Opportunity
Discount
In Winter 08
Discount_Percent__c gt CASE( UserRole.Name,
"CEO", 0.95, "SVP, Sales Marketing", 0.8, "VP,
International Sales", 0.5, "VP, North American
Sales", 0.5, "Director, International Sales",
0.3, "Director, North American Sales", 0.3,
"Director, Channel Sales", 0.3, "Senior Manager,
International Sales", 0.25, "Senior Manager,
North American Sales", 0.25, "Manager,
International Sales", 0.2, "Manager, North
American Sales", 0.2, 0.15)
In Spring 08
Existing validation rules and samples still work,
but we recommend using VLOOKUP() to simplify
formulas and make maintenance of formulas easier
rather than updating the formula if a new role
is added, just add a record to the custom object.
Discount_Percent__c gt VLOOKUP(ObjectType.Role_Lim
its__c.Fields.Limit__c, ObjectType.Role_Limits__c
.Fields.Name, UserRole.Name)
23
New Function REGEX()(All editions)
Example Credit Card Format Validation
In Winter 08
In Spring 08
NOT( OR(LEN(Credit_Card__c) 0, AND( LEN(Credit_C
ard__c ) 19, CONTAINS("0123456789",
LEFT(Credit_Card__c, 1)), CONTAINS("0123456789",
MID(Credit_Card__c, 2, 1)), CONTAINS("0123456789",
MID(Credit_Card__c, 3, 1)), CONTAINS("0123456789"
, MID(Credit_Card__c, 4, 1)), MID(Credit_Card__c,
5, 1) "-", CONTAINS("0123456789",
MID(Credit_Card__c, 6, 1)), CONTAINS("0123456789",
MID(Credit_Card__c, 7, 1)), CONTAINS("0123456789"
, MID(Credit_Card__c, 8, 1)), CONTAINS("0123456789
", MID(Credit_Card__c, 9, 1)), MID(Credit_Card__c,
10, 1) "-", CONTAINS("0123456789",
MID(Credit_Card__c, 11, 1)), CONTAINS("0123456789"
, MID(Credit_Card__c, 12, 1)), CONTAINS("012345678
9", MID(Credit_Card__c, 13, 1)), CONTAINS("0123456
789", MID(Credit_Card__c, 14, 1)), MID(Credit_Card
__c, 15, 1) "-", CONTAINS("0123456789",
MID(Credit_Card__c, 16, 1)), CONTAINS("0123456789"
, MID(Credit_Card__c, 17, 1)), CONTAINS("012345678
9", MID(Credit_Card__c, 18, 1)), CONTAINS("0123456
789", MID(Credit_Card__c, 19, 1)) )))
NOT( OR(LEN ( Credit_Card_Number__c ) 0,
REGEX( Credit_Card_Number__c , "0-94-0-94-
0-94-0-94") ) )
Existing validation rules and samples still work,
but we recommend using REGEX() to simplify
formulas, rather than checking each character in
the string individually.
24
Account Rollups (All Editions)
Track key opportunity metrics at the account level
Benefits

• Key Opportunity Metrics at your Fingertips
• Easy to Access Key Data from the Account View

25
Demonstration
- Account-Opportunity Roll-up Summary
Fields
26
Workflow Enhancements
27
Dynamic Approval Routing (EE, UE, DE)

• Prior to Spring 08, each step of an approval
  process may route based on
• User Hierarchical Field
• Specific User
• Queue

28
Example Opportunity Approval Matrix
Account Type
Sales Rep (User) Region
Sales Ops needs to implement a matrix approval
process to dynamically approve opportunities by
region and by account type
Winter 08 24 Processes
Spring 08 1 Process
29
Workflow From Email (EE, UE, DE)
Update Case Fields from Workflow Emails
Benefits

• Trigger Workflow Notifications from Actions on
  Cases
• Stay Informed of Case Activity in Real-Time
• Automatically Update Data on Parent Case
• Data Stays in Sync Stakeholders Stay Current

30
Apex Email Services (EE, UE, DE)e.g. Auto-attach
email to Contact
Email Application
Salesforce.com
31
Content Management
32
Manage All Unstructured Content, On Demand!

• Full-text search
• Tagging
• Subscriptions
• Preview on-line
• Download tracking
• Ratings
• Comments
• Custom Fields
• Independent license, works WITH or WITHOUT CRM!

33
Salesforce Ideas (PE, EE, UE, DE)
34
Salesforce Ideas An IdeaExchange for your
companyCan be used internally for Employees as
well as on your Customer Portal
35
The Salesforce Ideas Feedback Loop
36
Demonstration
- Salesforce Content - Salesforce Ideas -
www.mystarbucksidea.com
37
Development as a Service
Worlds First On-Demand Developer Tools and
Services
Force.com IDE
Metadata API
Everything You Need to Build Apps
Easy Access to Code and Schema
Force.com Code Share
Force.com Sandbox
Set Up Dev Environments
Collaborate on Projects
- CIO, Shumacher Group
38
Q A Thank you!