Learn about the new features in Summer ‘16 for Admins. We will spend time on some of our favorite features from the Summer ‘16 release, and show how Awesome Admins can start using them to increase productivity and gain efficiencies.
3. 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.
4. 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!
5. 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
6. Agenda
• Release Best Practices
• Productivity Features Admins will Love!
• Customize and Build in Summer ‘16
• Process Builder Updates
• Resources
• Q&A
8. 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
9. How to Review Release Notes
• What is included in the Release
Notes?
• Edition
• Availability
• Setup
• Where are Release Notes
located?
releasenotes.docs.salesforce.com
10. IdeaExchange
• What are Ideas?
• Who can vote?
• What happens to Ideas?
• Ways to use Ideas
• How to participate:
success.salesforce.com/IdeaSearch
12. 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
13. Setup Contacts with Multiple Accounts
Enable Contacts to Multiple Accounts
New Account Settings
option to enable contacts
to multiple accounts
14. 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
15. 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
16. Salesforce1 Mobile App Updates
• Opportunity & Account
details
• Get more from related lists
• More ways for mobile users
to update, search & view
data
17. 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
18. New Features – Only Available in Lightning!
• Opportunity Insights
• Company Autofill
• Account Logos (beta)
• Note Sharing
* These features are available in Salesforce Lightning only
20. Set Custom Home Pages
• Create & edit New
Home pages with the
Lightning App Builder!
• Assign custom pages
by Profile
*Available in Lightning Experience only
21. 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
24. 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
26. Resources
Salesforce Release Resources
• Release Notes
• Success Release Readiness Group
• Release Dates Calendar
Go to:
www.salesforce.com/customer-resources/releases/
summer16/
27. Dreamforce ‘16 Admin Track CFP
Share your work with the
community by speaking
at Dreamforce!
Submit your proposal at
admin.salesforce.com/presentDF16