summer '16 release preview webinar
TRANSCRIPT
Summer ‘16 Release Preview May 11, 2016
Speakers
Mike Gerholdt Manager, Admin Evangelism @MikeGerholdt
LeeAnne Templeman Senior Admin Evangelist @leeanndroid
Forward-Looking Statements
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 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 affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures 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 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.
Get Social with Us!
@salesforceadmns
#awesomeadmin
Salesforce Admins
Salesforce Admins
The video will be posted to YouTube & the webinar recap page
(same URL as registration).
This webinar is being recorded!
Join the Admin Webinar Group for Q&A!
Don’t wait until the end to ask your
question! • We have team members on hand to answer
questions in the webinar group.
• Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end, time-allowing
bit.ly/AdminWebinarGroup
Agenda
• Release Best Practices
• Productivity Features Admins will Love!
• Customize and Build in Summer ‘16
• Process Builder Updates
• Resources
• Q&A
Release Best Practices
Plan for Salesforce releases
• Get a pre-release org
• Read the Release Notes
• Watch Release Readiness Live
• Review what Sandboxes you need to
refresh
Plan Ahead for the Release
How to Review Release Notes
• What is included in the Release
Notes? • Edition
• Availability
• Setup
• Where are Release Notes
located?
releasenotes.docs.salesforce.com
IdeaExchange
• What are Ideas? • Who can vote?
• What happens to Ideas?
• Ways to use Ideas
• How to participate:
success.salesforce.com/IdeaSearch
Productivity Features Admins Will L ve!
Contacts with Multiple Accounts
• Eliminate the need
for duplicate contacts
• Capture unique
attributes about the
relationship
• View current and past
relationships to
connect the dots
* This feature is available in Salesforce Lightning and Classic
Setup Contacts with Multiple Accounts Enable Contacts to Multiple Accounts
New Account Settings option to enable contacts
to multiple accounts
Create a Calendar from Anything
• Create from any
Standard or Custom
Object
• Displays information
based on Date field you
select
* This feature is available in Salesforce Lightning
Find all the News with One-Click!
• One-click to find all the
latest happenings!
• Information based on
recently viewed
Accounts and
Opportunities
* This feature is available in Salesforce Lightning and Salesforce1 Mobile App
Salesforce1 Mobile App Updates
• Opportunity & Account
details
• Get more from related lists
• More ways for mobile users
to update, search & view
data
Additional Features Now Available in Lightning
• Account & Opportunity teams
• Preview all related lists
• Collaborate on Dashboards &
Reports
• Chart types in Dashboards &
Reports
* These features are available in Salesforce Lightning and Classic
New Features – Only Available in Lightning!
• Opportunity Insights
• Company Autofill
• Account Logos (beta)
• Note Sharing
* These features are available in Salesforce Lightning only
Build and Customize in Summer ‘16
Set Custom Home Pages
• Create & edit New
Home pages with the
Lightning App Builder!
• Assign custom pages
by Profile
*Available in Lightning Experience only
Customize Record Page Look & Content
• Edit the look & feel of record
pages using the drag and drop
interface
• Edit the Page look & Object
details from a record
• Assign Filters to Component
Charts
*Available in Lightning Experience only
Demo
Process Builder Updates
Execute Actions on Multiple Criteria
• Manage all your
processes for an object
in one place
• Chose when your
process stops
evaluating
* This feature is also available in Salesforce Classic
Demo
Resources
Salesforce Release Resources
• Release Notes
• Success Release Readiness Group
• Release Dates Calendar
Go to:
www.salesforce.com/customer-resources/releases/
summer16/
Dreamforce ‘16 Admin Track CFP
Share your work with the
community by speaking
at Dreamforce!
Submit your proposal at
admin.salesforce.com/presentDF16
Join the Admin Webinar
Group for Q&A!
bit.ly/AdminWebinarGroup
thank y u