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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
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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.
Plan your releases on Trust
https://status.salesforce.com/status 2
Spring 17 Release Milestones* Staggered Release (R2)
Friday, 2/10
MVP Webinar: Mastering Release Readiness LIVE (EU1, EU2, EU3, EU4, EU6, EU7, EU9
Preview Release
Notes 12/19 Your Release Strategy, Wednesday 1/18 NA2, NA3, NA4, NA5, NA11, NA13, NA14, NA15, NA16,
1/10 Thursday 1/19 REGISTER NA19, NA20, NA21, NA23, NA24, NA25, NA26, NA27,
Sandbox Cut-off REGISTER NA30, NA32, NA33, NA34, NA35, NA37, NA41, NA42,
Date 1/6 NA43, NA48, CS33, CS82, CS86, CS89)
*Read the Blog*
Saturday, 2/11
Release Overview Developer Preview (AP0, AP1, AP2, AP3, AP4
Deck (ROD) LIVE 1/13 REGISTER CS1, CS6, CS8, CS10, CS16, CS18, CS22, CS24, CS30,
Available 1/9
CS40, CS43, CS50, CS52, CS60, CS62)
Click here and use your Salesforce Login and Password, select Join from the top right corner
Key Links
How and When Do Features Become Available?
Some features in Spring 17affect all users immediately after the release goes live. You
may want to communicate these changes to your users beforehand so they are
prepared. Other features require direct action by an administrator before users can
benefit from the new functionality.
Converted
Leads
Converted Leads
Converted Leads
show as Lead
show and
as Lead
and Contact
Contact in Recentin
Items Recent Items
Prevent Admins
from breaking
integrations
Global Picklists: Assign values by record type for two fields
even though they use the same value set
Use Lightning Login with Salesforce Authenticator
Move frequently
used connections
to the top
Introducing Lightning for Gmail (Beta)
Work with Salesforce records in Gmail, with a customize experience
Offline Preferences
With Spring 17
Open multiple
records at once
Record Record Work through lists
Highlights Workspace
e.g. Leads, Contacts,
or other standard or
Related lists
custom objects
Utility Bar
Service Console now in Lightning Experience
Workspace
Service Console
Subtab
Primary tab
(main record)
App included
3 column layout
Open CTI fully
supported
Utility Bar
(global applications/utilities
like CTI and History)
View Account Hierarchy in Lightning
New action: View Account Hierarchy on Account record
Leads:
Update status of multiple leads in a list view
Apply Assignment Rules
Map custom lead fields
Person Accounts:
Customizable Lightning Pages for Person Accounts
Quick view improvements
Campaign Hierarchy Preview
Analyze and report on the health of your related campaigns
Mass Actions on
Campaign detail page
Campaign Marketing Managers Group campaigns within a specific I want to organize marketing initiatives by
Hierarchy will reap benefits from marketing program or initiative. channel or any other dimension.
Preview streamlined campaign
organization.
Campaign Marketing Managers Analyze and report on the health of I would like to see the performance of all
Hierarchy will be able to quickly related campaigns. campaigns in a specific hierarchy roll-up.
Related List analyze results of
marketing initiatives.
Campaign Admins and Marketing Define campaign member status I would like to track how a lead, contact, or
Member Managers will be able values. person account has engaged with a
Statuses to track prospect campaign.
engagement.
Campaign Marketing Managers Manage multiple campaign I would like to add, edit, or remove leads,
Member Mass and Sales Reps will be members at once. contacts, or person accounts from a
Actions able to target prospects campaign.
for campaigns in bulk.
Collaborative Forecasting comes to Lightning!
Step 2: Edit
Orders now in Lightning Experience & Salesforce1
Orders tab
Quotes tab
Get the big picture with
Quotes Kanban
Potential duplicates
on record home
Fields determined by
Search Results layout
Enhancements to Reports & Dashboards
Report Subscriptions
Update record
feed item with
update details
Introducing Lightning Knowledge (Beta)
Unified Knowledge Object Home
Post in the
Knowledge
Article Feed
More Knowledge in Lightning Features
List Views
Authoring Actions
Actions in Page Layouts
Knowledge in Global Search
Versions Tab
Demo
New in Lightning
Sales Cloud Einstein - Spring 17
Coming soon!
Opportunity Insights
Predictions | Sentiment Analysis | Alerts | Recommended Next Steps
Account Insights
Business Media Monitoring | Key Business Developments
Create Shortcuts to your top Salesforce Pages with Favorites
Star button Highlighted (blue star)
Click to add the current = already a favorite
page to your favorites
Custom
Delivery Object!
Highlight a custom
business process
Display records
visually on virtually
any list view
Custom objects can toggle to
Kanban and access Kanban Configure Kanban
Settings
view on the fly
Kanban supports multiple record types
Customize with
Lightning, Visualforce,
and Canvas actions
Expand a Dashboard component
See your dashboard data in more detail
Chatter & Files
Chatter Home Re-designed in Lightning Experience
Company
Highlights
replaces All
Company
Chatter
Streams
Recent
Groups List
Groups Home
Customizable Groups
Groups can contain any arrangement of components and any page layout
1) Library title
2) New folder button
3) Row level actions (Share, Move, etc.)
Files Related List: New Actions
Renaming a file
Send Email Actions replace Lightning Composer
Choose the
flow to be used
Drag & drop flow and configure.
component onto
a Lightning page.
* NOTE: Like a light switch, the disablement will happen for all orgs at a single time. When Salesforce
flips the switch, you will no longer be able to use TLS 1.0 to connect to Salesforce.
How do we ensure were prepared?
Best practice methodology
Go Further
Take a deep dive into maintenance and infrastructure topics
Discuss
Get advice and answers from Salesforce experts and customers
Resources
Plan and prepare for Org Maintenance and Releases
For more best practices resources, visit salesforce.com/achievemore
Subscribe to the weekly updates by visiting our Official: Salesforce Infrastructure group and clicking + Join
Spring 17 Trailhead Badge
Outcomes
Learn More
Q&A
Thank Y u
View Converted Leads
Converted Lead view enabled via new User Permission
App Permissions
Permission set
Check to View/Edit
Converted Leads
Customize your Kanban Settings in List View Controls
Choose your Summarize By and Group By field for standard and custom objects