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Spring 17 Release Overview

Your Hosts

Deirdre Doyle Stephen Dingle

Principal Success Senior Success Manager
Your Hosts

Martina Curran Francesca Donaghy

Senior Manager, Principal Success
Customer Success Manager
First, some logistics
Questions, answers, and staying in touch. Post your question right
How do you ask a question? here and use the hashtag
Please ask in the EMEA Success Central group #Spring17Live
using the hashtag #Spring17LiveEMEA

Will this be recorded?


Where can you get the presentation?

See the chat widget.
Where can you go to get more information?
Release Readiness group

Lightning Now! Group
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, 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could
affect the financial results of, 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., inc. assumes no obligation and does not intend to update these forward-looking statements.
Plan your releases on Trust 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)

Dec Jan Feb

Trailhead Module
Sandbox Preview Release Available 2/13
Release Friday, 1/6 Staggered Release (R0)
Web Site (CS2, CS3, CS4, CS7, CS9, CS11, Friday 1/13
Jan CS12, CS13, CS14, CS15, CS17, (NA44, NA45) View detailed schedule:
Staggered Release (R1)
CS19, CS20, CS21, CS23, CS25, Friday, 2/3
CS26, CS27, CS28, CS32, CS41, (EU5, EU11, NA6, NA7, NA8,
Pre-Release CS42, CS44, CS45, CS51, CS59, NA17, NA18, NA22, NA28, NA29,
Sign-up CS61, CS63, CS80, CS81, CS83, NA31, NA38, NA39)
Thursday, 12/15 CS84, CS85, CS87, CS88)
Release Matrix
Saturday, 1/7 Available 1/12
(CS5, CS31)

* All dates are subject to our Forward Looking statements -

** Check the Release Community group for updates -
Spring 17 Release Site

Access these resources:

Release Preview
Release Community
Release Notes
Release Videos
Release Training
Previous Releases

Explore the Site

Join Release Readiness & Feature Adoption Today
Join our Community
and always be
Review updates from
your Release
Readiness Team
Ask questions
Share your best
practices and insights
Collaborate with other
Also join Lightning

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.

Lightning Experience Features in This Release New filter!

Heres the list of the powerful features and enhancements that make Lightning
Experience the go-to interface for selling smarter and faster. You can also use the new
filters to explore these.

Ideas Coming in Spring 17

Participate in the IdeaExchange to suggest new features, vote and comment on your
favorite ideas all within the new Success Community. You never know your ideas
could become new features!

True to the Core

Agenda Now (and Better) in Lightning
Whats New in Lightning
True to the Core
Classic & Lightning Experience
View and Edit Converted Leads
Converted Lead view
enabled via new User

Converted Leads
Converted Leads
show as Lead
show and
as Lead
and Contact
Contact in Recentin
Items Recent Items

Detail page shows

converted status
Web-to-Lead: reCAPTCHA Web Form Validation
Prevent spammers from
creating junk leads on
your web-to-lead forms.

How to generate a Web-to-Lead form

Google reCAPTCHA
Search for Contacts using the related Account Name IdeaExchange

Just enter a first or last

name (or both), plus the
account name

Both Account & Contact

are returned

Related Accounts are also returned for

Contacts on Multiple Records.
Change picklist label without changing the API name
. Preserving the integrity of your integrations to other systems

Prevent Admins
from breaking

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

Associate the email to the right

Account, Opportunity, Case or
Custom Object. All People
automatically associated

Search, view, and edit

relevant Salesforce records
right next to their emails
without ever leaving Gmail!
Lightning for Gmail + Lightning Sync for Google Calendar
Lightning Sync:
Sync Google Calendar
items into Salesforce
and associate them to

Lightning for Gmail:

Relate Google
Calendar items to
Account, Opportunity,
Case, or Custom
Object records
Microsoft Integration Enhancements

Lightning for Outlook

Drill down to record detail pages
Use Einstein Insights
Support for Service Cloud and licenses
Design custom components
with App Builder
Lightning Sync for Exchange: see
who is attending meetings directly
Salesforce for Outlook v3.0, from Salesforce (Classic only).
IE 11 and Outlook/Exchange
2010 or higher now required
Dynamic Flow Screens (Pilot)
Example: Choose Operating System (visible by Set conditions for when rule will be run.

One rule per OS: OS-specific device fields:

Display the OSs device list Control field properties.
Not visible by default. Only one will Change visibility or requiredness.
if the OS is chosen. be displayed based on chosen OS.
Other Notable Classic too Features
Person Accounts Enhancements
Person Accounts now available for Professional Edition
Business Processes use Name field for Person Accounts
Duplicate management support

Contacts to Multiple Accounts enhancements:

Person Accounts: relate to Contacts
Custom Actions, Buttons, and Links
Workflow and Process Builder

Email Files as Attachments or Links: You Decide

Global Actions for Contracts and Orders
Salesforce1 Mobile
Available on

Offline Preferences
With Spring 17

Users can override default objects (recently used) and

view and edit which objects Salesforce1 takes offline
Up to 7 objects can be selected for the offline cache
Each object syncs layout information to support
editing and creating records of that object type (up
to 15 layouts)
30 records will also be syncd for each enabled
**The preference is device and user specific and
not maintained within Salesforce
Available on

Salesforce Apps & Objects in Spotlight Search

With v12.0

Find custom apps, standard and custom objects,

contacts, and people using Spotlight Search.
Spotlight Search is now the easiest way to access
custom Lightning and VisualForce apps in
Easy to use: just swipe, type and tap!
Available on

Lightning and Mobile: Follow-up and RecurringTasks

With Spring 17
More Lightning features that extend to Salesforce1
View and Manage Campaigns
Attach files stored in Content Libraries
when creating a Chatter post (iOS only)
Search for tasks & events in Global Search
Create Orders
Quotes tab
Dependent lookup filters
and more
Some important reminders...

Salesforce1 Requires iOS 10 in

Spring 17
Salesforce Classic Mobile App
to Retire December 1, 2017
read the article
Legacy Charts are retiring in
Summer 17

For questions & resources, join

Salesforce1 Mobile App Success
Official: Salesforce Infrastructure
True to the Core features
Q&A Lets take some questions based on what
weve showed you so far
Now (and Better) in Lightning
Lightning Sales Console (Beta)
All of your sales tools, all on one screen

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

Service Console
Primary tab
(main record)
App included
3 column layout
Open CTI fully

Utility Bar
(global applications/utilities
like CTI and History)
View Account Hierarchy in Lightning
New action: View Account Hierarchy on Account record

The account you entered

the hierarchy from is
visually highlighted
More efficiently manage People in Lightning

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

View Campaign Hierarchy

action on page layout.

Navigate from View

Campaign Hierarchy
action to visualize parent-
child relationships across a
Campaign Member Management

Mass Actions on
Campaign detail page

Import tools for adding

Add Campaign Member new leads/contacts as
Statuses as a Related List to campaign members and
the Campaign page layout update statuses in bulk
Define which statuses
represent a response by
the campaign member.
Add/edit statuses, set
default values, and
remove unused statuses
Sample Use Cases
Role Use Case Example

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
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.
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!

View Subordinates Change Forecast

Forecasts Display Settings

Show a reps user

profile photo next to
the reps name
Product Selector in Lightning
Search for Products by
Name, Description, Code, Add up to 50 products to
and Custom Fields opportunities
Edit up to 200 products
Perform multiple searches
without losing previous
See which products youve selections.
already selected to add
Details stick when toggling
Edit/Update multiple
between adding product and
Products already associated search
to an Opportunity
Step 1: Add

Step 2: Edit
Orders now in Lightning Experience & Salesforce1
Orders tab

Use Chatter to collaborate

during the order
management process

Manage email, events,

logged calls, and tasks
in the activity timeline
Work with order
products, reduction
orders, and more
Do more with Quotes in Lightning

Quotes tab
Get the big picture with
Quotes Kanban

Easily view quotes

in a single list
Find and Merge Duplicate Contacts and Accounts

Focus on just the fields

that are different

Potential duplicates
on record home

Fields determined by
Search Results layout
Enhancements to Reports & Dashboards

All Dashboard Charts in both Classic

and Lightning

Report Subscriptions

View Dashboards as Other People

Follow dashboards and share

components on Chatter
Dynamic Report Filter Parameters
Custom links in Lightning can
now override report filter values
Items to Approve Component & Approval Requests Tab
Review & respond to your pending Approval requests on Lightning Home pages

Component shows 5 Pending

Approvals. Click View All link see
all Approvals awaiting attention.
Case Feed and Assignments in Lightning
Provide a single view of all activity on a case

Feed action icons

to indicate type of
Case Feed in

Update record
feed item with
update details
Introducing Lightning Knowledge (Beta)
Unified Knowledge Object Home

One place to access Knowledge

to search, view, create, edit, and
manage Articles.
Lightning Knowledge: Record Types Replace Article Types

Upper fields defined per

Record Type in Compact
Layout Ratings
including ability
Article Details to change ratings!
fields controlled
by Page Layouts
Categories Viewer
and Chooser

Post in the
Article Feed
More Knowledge in Lightning Features

List Views
Authoring Actions
Actions in Page Layouts
Knowledge in Global Search
Versions Tab
New in Lightning
Sales Cloud Einstein - Spring 17
Coming soon!

Maximize sales with intelligence from lead to cash

Predictive Lead Scoring
Smart Lead Lists | Top Predictive Factors | Score-driven Workflow

Opportunity Insights
Predictions | Sentiment Analysis | Alerts | Recommended Next Steps

Automated Activity Capture

Email & Calendar Sync | O365 & Gmail |

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

When adding a favorite, a green

toast message appears and offers a Favorites List
link to rename the title of the favorite
to something more memorable.

Users can curate and maintain their own

personal list of useful content
Path for Quotes and Custom Objects in Lightning
Determine and customize the process records go through

Delivery Object!

Highlight a custom
business process

Bring key fields

front and center
Coach your reps with relevant
information for each step of
your business process
Kanban (almost) Anything!

Display records
visually on virtually
any list view
Custom objects can toggle to
Kanban and access Kanban Configure Kanban
view on the fly
Kanban supports multiple record types

Multiple Record Types View lists with multiple

appear as tabs on Kanban record types in Kanban

Only Record Types that

have the field selected as
the Group By field on its
page layout will appear
Global Search: Scope by object from anywhere
Search for any object
from anywhere
Once selected, that
scope is inserted
Start typing an object
Scope search name in search to scope
to object
Instant results (MRU) search by that object
are now scoped
Instant results filtered by

User goes directly to

scoped results.
Take More Actions from the Global Actions Menu

Global Actions now

available in Lightning

Create records from

anywhere within the

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

replaces All


Groups List

Groups Home
Customizable Groups
Groups can contain any arrangement of components and any page layout

Note to translator: the callout This group is

This group is
box needs to be in the same optimized for support
optimized to help
close deals position on the translated
verson as the icon beneath it
has a customer name which
. cant be shown
Other notable Chatter in Lightning features

Live Feed: Type indicator in comments

Filter feed for questions
Share post with Live links
Pasting a Gdrive link creates a reference
Customer Group invites
Library Subfolders in File Home and File Selector (Beta)
Library managers can
create folders to organize
Folders are visible to all
users who have access to
the library

1) Library title
2) New folder button
3) Row level actions (Share, Move, etc.)
Files Related List: New Actions

Download, Update, Rename

or Share a file directly from
the files related list.

Share existing Salesforce file

with a record, even if
Chatter is not enabled

Renaming a file
Send Email Actions replace Lightning Composer

Global Customizable Send Email Action

Create multiple Send Email actions for

any activity-enabled object

Send emails using Organization-wide

addresses across all activity-enabled

Use templates, merge fields and email

logging for any activity-enabled object.
Lightning App Builder: More customization

Assign Record Pages to record types

and profiles
Customize Person Account Pages
New page templates and options for
App Pages and Record Pages
Dynamic picklists in custom
Flows in Lightning App Builder & Two-Column Screens
2 column Flow screens
Flow screens, Lightning

Choose the
flow to be used
Drag & drop flow and configure.
component onto
a Lightning page.

Set Flow input

variables, such
as the ID for a
Q&A Lets take some Lightning Experience
What additional items do you want to
learn more about?
We have a community poll set up, tell us what you want so we can schedule
future sessions!
Am I ready? TLS 1.0 Disablement
Infrastructure Customer Readiness
The TLS 1.0 disablement has already started
Salesforce will disable TLS 1.0 in a phased approach:

Service Disablement Schedule

New orgs created after Summer 16* Such orgs will require TLS 1.1 or TLS 1.2 in
HTTPS connections to or from the org

Sandbox orgs June 25, 2016, at 9:30 AM PDT (16:30 UTC)

Production orgs July 22, 2017, at 9:30 AM PST (17:30 UTC)

* 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

Learn and Develop Test and

Assess Action Plan Transition

Start preparing now!

Best Resource:
Use the TLS 1.0 Disablement Readiness Checklist to help you prepare.

Register for an Upcoming Webinar:

Bite Size:
Introducing Sales Cloud Einstein
Lightning Experience: Favorites
Lightning Experience: Global Actions
Lightning Experience Roadmap
Lightning Readiness Check
Lightning Experience: Core Sales
Lightning Experience: Reports & DB
Blaze a trail to your customers! The Spring '17 Release Sales Cloud: Productivity
empowers everyone to be their best with amazing new Service Cloud: Lightning Service
innovation for Einstein and Lightning built right into the Service Cloud: Omni-Channel
Customer Success Platform. Join our product managers Service Cloud: Web Snap-Ins
to learn more about their release highlights for Spring Service Cloud: Field Service Lightning
'17, see the features in action and get a sneak peek into Service Cloud: Live Message
their roadmap for 2017. Lightning App Builder
Bonus Recordings:
Main Sessions TLS: What you need to know
Developer Preview Google & Microsoft Integration
App Cloud Analytics Cloud Wave
Sales Cloud Financial Services
Community Cloud Health Cloud
Service Cloud
Marketing Cloud Awesome Admins
Official: Salesforce Infrastructure!

Plan and Prepare for Org

Maintenance and Releases
Targeted resources to help you prepare:

Plan and prepare for instance refreshes & releases

Review best practices for seamless maintenance and upgrades

Go Further
Take a deep dive into maintenance and infrastructure topics

Get advice and answers from Salesforce experts and customers

Plan and prepare for Org Maintenance and Releases
For more best practices resources, visit

Subscribe to the weekly updates by visiting our Official: Salesforce Infrastructure group and clicking + Join
Spring 17 Trailhead Badge

Earn your badge today!

Group clinics focused on key adoption-related topics and challenges. These
sessions are live, interactive, unscripted, and consultative in nature. They are
facilitated and moderated by Salesforce's Customer Success experts.

Prepare for your Lightning Transition: Strategies for Success

Register Here
Lightning Configuration and Customization

Accelerators are fast, focused engagements with certified

experts, that speed up business results


Comprehensive understanding of new Lightning screens and features

Overview of the Lightning customization options, and their applicability to your business
Implementation considerations in the development of Lightning Components and

Learn More
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

Reconfigure any Kanban view on the fly,

selecting other fields on which to create
columns and summaries.

Select a numerical field to summarize, or

select None to remove the summary
from the Kanban view.
Select a picklist to Group By to determine
how your records are organized into
Customize Account Hierarchy Columns
Show the account fields that matter most to your sales teams

If the hierarchy columns dont show

the information that your sales reps
need, you can customize them
independently via the Object
Set-Up Hierarchy Columns in Object Manager
Choose which fields to show in the preview using the Object Manager in Setup.

Edit columns that

display and save.

Recurring Tasks Setup With Spring 17

Helping users create a recurring series of Tasks
Enable Lightning Knowledge
Lightning Knowledge is a data model and UI change so must be explicitly
App Builder: Record Type and Profile Activation
Customize a record page and pinpoint a combination of app, record type &
Manage Page
Assignments in Activate Page
Object Manager Assignments in
App Builder