ISV Tech Enablement Webinar (March 16, 2017)

1. Technical Enablement Webinar
Wave Bulk Actions & Employee Apps
March 16, 2017

2. Danny Chang
Today’s Speakers
@DannySFDC
Technical
Evangelists
Hemant Jawale
@HemantSFDC
Warren Chen
@WarrenDChen
Lizz Brooks
@LizzSFDC

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. Wave Bulk Actions
Warren Chen, Danny Chang, Lizz Brooks
Technical Evangelists

5. What we plan to cover in the next 30 minutes
Agenda
Wave Overview
Background Information
Bulk Actions Applications
Demo
Takeaways
Roadmap
Q&A
1
2
3
4
5
7
8

6. New Possibilities!
Wave Overview
BI for everyone, built for the Salesforce Ecosystem
What is Wave?
Why Wave Now?
Wave Analytics is the first analytics platform built for
Salesforce users
Additional features and extended functionality means
added value
Bulk Actions mean that discoveries and insights in
Wave can be made actionable on Force.com

7. Unleash New Possibilities
Bulk Action: a predefined action on a Wave dashboard table widget that applies to all records
shown in the table
● Action redirects the user to a new Visualforce page with a SAQL query
● Corresponding Apex controller manipulates the data
Value: Allow users to perform actions against insights/segmentation in Wave within Force.com
Make Insights in Wave Actionable!
Key Takeaways
● Action must be initiated manually from the Wave dashboard table widget
● Bypass certain apex limitations with JavaScript
● Perform multiple actions on the table widget using custom VF pages

8. Bulk Action Application
Problem Statement
How to create/update large numbers of records in Force.com at once
Solution - Wave Bulk Actions
Utilize Wave bulk actions to generate insights against large datasets in Wave, that users can take action
against in Force.com
Example Business Scenarios
1. Create customer segmentation for trade promotion based on historical data
2. Assign team members to different stores based on survey results and store account data
3. Identify patients who haven’t seen doctor in a year and send email reminder
4. Analyze employee performance and assign bonus to top performers

9. Proof of Concept
Demo
Danny Chang

10. Process Flow
Table Widget
Wave Dashboard
Insert/update Task List in
Force.com
Custom Visualforce Page

11. What we learned and what to watch out for with Wave bulk actions
Takeaways
Only available for Table widgets
Take action on all segmented data
Use standard techniques to work within governor limits
UX - user must go through the new Visualforce page flow

12. Wave Web SDK
Pilot in Spring ‘17
Web SDK: First-class Wave integration
● Wave Dashboard components fire and handle Lightning
Events
● Wave dashboards can interact with Lightning,
Visualforce, or external UIs via Lightning Out
● Built in collaboration with the Lightning SDK, Experience,
and App Builder Teams
Value/Relevance to ISVs
● A way for partners to integrate Wave into their UI and
workflow whether in force.com or their 3rd party
applications

13. Introducing Wave Templates
Beta in Spring ‘17
Release Notes
Powerful customization capabilities
1. Leverage the framework used for Wave for Sales, Wave for
Service, etc.
2. Enables apps to be fully customized for use on the customer’s org
3. A better way to package all your Wave App Assets
○ Dashboards, Lenses, Dataflows, XMD, Schema, Etc.
○ Template Wave Assets are Subscriber Extensible
4. Key for our ISV partners who are publishing apps on AppExchange
5. In collaboration with the Wave Apps teams and our partners

14. Wave Features - Roadmap
206
Spring ‘17
208
Summer ‘17
Wave Bulk Actions (GA)
Wave Templates (Beta)
Wave Web SDK (Pilot)
Wave Apex SDK (Pilot)
Wave Sharing (Pilot)
Wave Encryption at Rest (Pilot)
Wave Templates (GA)
Wave Web SDK (GA)
Wave Apex SDK (GA)
Wave Sharing (GA)
Wave Encryption at Rest (GA)
All GA !

15. Log a case through the Partner Community
How to Join the Pilot
From the Partner Community, select the Support tab
Click New Case
Select Feature Activation and Org Limits
Answer the questionnaire, and click Submit Case
1
2
3
4

16. Next Steps
● Start thinking of use cases where you can leverage Wave Bulk Actions, Wave Web SDK that can be
part of your Solution
● Join the Partner Community Chatter Group: Wave for ISVs Partners
● Get Access to Wave Enabled Orgs and Pilots
○ Wave Template Beta: Partner DE & EE orgs are now enabled
○ Wave Feature Pilots - File a case on the Partner Community

17. Employee Apps License
@HemantSFDC
@WarrenDChen
Hemant Jawale
Warren Chen

18. ● Background on Employee Apps License
● What is the Employee Apps License
● What is a Permission Set License (PSL)
● Force.com + Employee Apps Licenses
● Use Cases for Using Employee Apps
● Demo: How to Setup Employee Apps User PSL
● Warning for ISVs
● Summary
Agenda

19. ● Employee Apps has been around awhile, under many names
○ Was initially referenced as ‘Company Communities for Force.com’
○ Also called ‘Employee Apps and Communities’
○ Alternatively referenced as ‘Employee Communities’
● It is not a ‘Community’ license
○ Differs from Customer, Customer Plus, and Partner Community Licenses
● Intended for Internal users only (i.e. Employees and Contractors)
● Add-on Permission Set License (PSL) on a Force.com license
Background on Employee Apps

20. ● Enabled with a Permission Set License (PSL) as an add-on to a Force.com license
● Employee App gives the user access to:
○ Cases
○ Assets
○ Work Orders
○ Knowledge Base (Read-Only)
What is the Employee Apps License?

21. What is a Permission Set License (PSL)?
Salesforce Platform -
Force.com license User
Employee Apps -
Permission Set
License
Standard Force.com Functionality +
Employee Apps
Standard Force.com
Functionality
Salesforce Platform -
Force.com license User
User with no PSL
User with Employee Apps PSL
Entitle users to access features that are not included in their standard user license

22. Force.com + Employee Apps Licenses
Employee Apps -
Permission Set
License
Salesforce Platform -
Force.com license User
Salesforce Platform User with
Employee Apps PSL
● Accounts and Contacts
● Reports and Dashboards
● Tasks and Events
● Identity and Chatter
● Accounts and Contacts
● Reports and Dashboards
● Tasks and Events
● Identity and Chatter
+
● Knowledge (Read only)
● Employee Cases
● Employee Assets
● Employee Work Orders
● Workflow Approvals
● Knowledge (Read only)
● Employee Cases
● Employee Assets
● Employee Work Orders
● Workflow Approvals

23. Use Cases leveraging Employee Apps
Concierge App HR Application
Social Intranet Human Capital Management

24. ● Log In Directly
○ Employee App users can access Aloha/Lightning UI as internal users
● Employee App users can access an app built for their use case
○ Aloha/Lightning App
○ Visualforce based App
○ A Community App using the Community Builder
How can Employee App Users access the Org?

25. Demo
Setting up Employee App User with the PSL

26. Summary of Steps Involved
1. Identify the Force.com licensed users to grant Employee Apps functionality
2. Locate the “Company Communities for Force.com” PSL in the Org
3. Create a Permission Set linked to the “Company Communities for Force.com” PSL
4. Provide the appropriate object CRUD access and system permissions
5. Add Assignments > Assign the permission set to the force.com user
6. Confirm the permission set and PSL have been licensed to the force.com user
7. Login as the force.com user who now has Employee App functionality

27. Warning for ISVs
Do Not include the Permission Set with the PSL in your managed package
○ This will create a hard dependency on the PSL to be present in the
subscriber org
○ Package install will fail because of the dependency
Packaging

28. ● Remember, Employee Apps is a Permission Set License Add-on
● Assign the PSL to a Force.com user to get Employee App features
○ Cases
○ Assets
○ Work Orders
○ Knowledge (Read-only)
● REMEMBER! Do not include the Permission Set with the Employee App PSL in your package
○ Package install will fail because a hard dependency on PSL being in the subscriber’s org
Summary

29. Q&A

30. Additional Resources
One Two
Release Notes
https://sfdc.co/bgLJi9
Three Four
Visualforce
Example
https://sfdc.co/yfS0p
Apex Example
https://sfdc.co/bu30EE
Partner
Community
http://p.force.com

32. Appendix

33. How to Join the Pilot
1. Find the Support tab in
the Partner Community
Log a case through the Partner Community

34. How to Join the Pilot
2. Click New Case
Log a case through the Partner Community

35. How to Join the Pilot
3. Select Feature Activation
and Org Limits
Log a case through the Partner Community

36. How to Join the Pilot
4. Fill out the details and
Submit Case
Log a case through the Partner Community

37. Employee App Setup
Screenshots

38. Listed Permission Set License in the Org

39. Create a Permission Set

40. Permission Set Settings and Assignment

41. Platform user with the Add-on

42. Employee App User Aloha Login

43. Community Cloud Pricing
Community License Comparison
Employee App Resources
Lightning Bolt Solutions
Resources