= Salesforce.com Community most-requested features
The world’s #1 sales application
Accurate contact data within Salesforce
Sales Cloud – Analytics & Forecasting
Jigsaw
Report Builder Accelerators
Instant Account Data Dynamic Search Real-Time Data Clean
Sales Cloud – Email & Calendaring Outlook Task Sync New Outlook Shortcuts Cloud Scheduler Shortcut Sales Cloud – File Sharing Content Libraries Expanded File Filters Sales Cloud – Chatter Chatter on List Views Social Files Chatter Desktop Files
Your company’s private and secure social network
The future of customer service Service Cloud – Live Agent Salesforce Live Agent Service Cloud – Social Salesforce for Twitter & Facebook Service Cloud – Contact Center Service Cloud Console Custom Layouts Custom Sidebar Components Service Cloud – Contracts & Entitlements
Chatter – Mobile & Desktop
Case Milestone Custom Layouts
Chatter Mobile for Android (Beta) Chatter Mobile for iPhone Chatter Mobile for iPad Chatter Mobile for BlackBerry Chatter Desktop Files
Service Cloud – Knowledge
Chatter – Feeds Chatter Favorites Chatter on List Views Live Browser Updates Chatter – File Sharing Social Files Chatter – Groups Chatter Expert Chatter – Invitations
Article Permissions Article Workflow & Approvals Advanced Article Reporting Article Attachment Text Search
The leading cloud platform for business apps Force.com – Programmable JavaScript Remoting for Force.com Code (Apex) Controllers Async Test Console Class & Trigger Log Filters In-Line Editing for Rich-Text Areas Force.com – Security & Sharing
Chatter – Recommendations
New UI for User Profiles Deferred Sharing Calculations Set Up Audit Trail
Recommendation Filters
Force.com – Enterprise Search
Chatter – Profiles
QuickFind in Setup
Chatter Activity Statistics
Force.com – Form Builder
Chatter Email Invitations
Dependent Lookups Force.com – Marketplace Package Upload Monitoring Force.com – Identity & Authentication Simplified Identity Confirmation Note: Any unreleased services or features referenced in this or other 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.
Force.com – Chatter Platform Chatter API (Developer Preview)
Sales Cloud – Analytics & Forecasting
REPORT BUILDER ACCELERATORS (All Editions) Build reports at lightning speed, no more waiting for previews We’ve gotten rave reviews about the new report builder, especially from users who were formerly intimidated by the complexity of building reports on their own. We’ve further improved this feature by enabling multi-select for adding columns and summaries as well as sped up the report building process by letting you continue to modify the report while the preview is loading. Faster than ever, and easy for everyone! Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Sales Cloud – Email & Calendaring
OUTLOOK TASK SYNC (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Keep tasks up to date between Salesforce and Outlook Salesforce for Outlook now lets you sync Outlook tasks with Salesforce activities and with any object, including custom objects in custom apps built on Force.com, while enjoying the ease of use that comes from administering apps 100% in the cloud. Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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NEW OUTLOOK SHORTCUTS (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Easily sync Outlook items to any Salesforce object Salesforce for Outlook is getting even better, with finer-grained control over syncing of emails, contacts, calendars, and tasks to any object, even custom objects. Summer ’11 adds a link directly from your activities calendar so you can quickly jump to the queue to resolve synced items. Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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CLOUD SCHEDULER SHORTCUT (Group, Professional, Enterprise, Unlimited, & Developer Editions) Schedule meetings across companies with a click
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You can now schedule meetings directly from the homepage without having a contact or lead associated with the meeting. This feature is helpful for scheduling meetings across companies, when it can be particularly difficult to identify the best time to meet. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Sales Cloud – File Sharing
CONTENT LIBRARIES (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Clearer naming on content libraries for published content With the rapid enhancements to Chatter files, especially for file collaboration, we’ve renamed the “Content Workspaces” tab and references to “Libraries.” This name makes the role of libraries clearer as a place for users to find the latest and greatest authorized sales, marketing, and service content. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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EXPANDED FILE FILTERS (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Quickly find the best file for the job Because you’re managing more and more of your files in Salesforce, we’ve made it easier than ever to find exactly what you need—fast! The files tab now has quick filters and a choice of actions: view My Files, Files I Own, Files I Follow, Files in My Group, or Files in My Libraries (formerly “workspaces”), so every user’s productivity is improved. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Service Cloud – Live Agent
SALESFORCE LIVE AGENT (Enterprise & Unlimited Editions) Resolve customer issues faster and at lower cost Give customers immediate answers to their questions via live chat. Salesforce Live Agent is fully integrated with the Service Cloud, so there’s nothing to install or set up. Your agents can start chatting in no time on your self-service page or anywhere on your website. Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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Service Cloud – Social
SALESFORCE FOR TWITTER & FACEBOOK (Professional, Enterprise, Unlimited, & Developer Editions) Monitor, capture, and respond to real-time social conversations Connect Salesforce to social channels like Twitter and Facebook using this AppExchange app. Monitor your online footprint, engage with customers, create cases, and analyze your social impact—all directly from within Salesforce. Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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Service Cloud – Contact Center
SERVICE CLOUD CONSOLE CUSTOM LAYOUTS (Enterprise, Unlimited, & Developer Editions) Increase screen real estate on your agents’ desktops The highlights panel is a table of up to four columns at the top of every primary tab in the Service Cloud console. It lets you view key information at a glance. The interaction log is an area where you can write notes on records that appear in the Service Cloud console. In Summer ’11, administrators can decide to hide or expose the highlights panel and interaction log based on the business case. Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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CUSTOM SIDEBAR COMPONENTS (Enterprise, Unlimited, & Developer Editions) Streamline clicks within the Service Cloud Console and customize its look
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Custom sidebar components within the Service Cloud console let users customize, extend, and integrate data from across Salesforce using Force.com pages (Visualforce). Build custom sidebar components in the header and footer or on the right and left sides of the pages. Custom sidebar components could include audit history on cases, registered products on accounts or contacts, contact location displayed on Google Maps, and upcoming milestones on cases. The flexibility doesn’t end there: You can also display contextual information alongside any object. Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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Service Cloud – Contracts & Entitlements
CASE MILESTONE CUSTOM LAYOUTS (Enterprise, Unlimited, & Developer Editions) Tailor case milestones pages for your unique business needs Case milestones are required steps to meet throughout the support life cycle. Examples of milestones include first response and resolution times on cases. In Summer ’11, you can customize the information displayed on the milestone detail page and tailor the fields to your unique business needs and business processes. Note: Automatically visible to all administrators. No setup required. [ Back to Index ] HTU
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Service Cloud – Knowledge
ARTICLE PERMISSIONS (Enterprise, Unlimited, & Developer Editions) Expanded rights for creating, reading, editing, and deleting knowledge articles Salesforce Knowledge articles now feature new “Create,” “Read,” “Edit,” and “Delete” permissions for specific article types so certain roles and users have greater control over managing content. Note: Automatically visible to all administrators. No setup required. [ Back to Index ] HTU
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ARTICLE WORKFLOW & APPROVALS (Enterprise, Unlimited, & Developer Editions) Automate tasks and approvals within your knowledge base For Summer ’11, workflow rules and approval processes on article types let your organization automate many of the tasks involved with managing a knowledge base. Automatically create email alerts, update fields, or send outbound API messages when an article meets certain criteria. Approval processes automate the article authorization process and give you additional control over the content of your articles. Note: Automatically visible to all administrators. No setup required. [ Back to Index ] HTU
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ADVANCED ARTICLE REPORTING (Enterprise, Unlimited, & Developer Editions) Improve your knowledge base management by creating more robust custom reports With Summer ’11, you can report on your Salesforce Knowledge article translations, article types, custom fields used on your article types, and the publication status of your articles. For example, you can create custom report types with the new primary object, Knowledge Article Version, to display all your articles and their translations with their status and view and vote statistics. Note: Automatically visible to all administrators. No setup required. [ Back to Index ] HTU
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ARTICLE ATTACHMENT TEXT SEARCH (Enterprise, Unlimited, & Developer Editions) Find content faster by searching article attachments With Summer ’11, the text contents of files attached to Salesforce Knowledge articles are searchable. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Jigsaw
INSTANT ACCOUNT DATA (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Planning your sales strategy is now just a few clicks away Jigsaw is now available directly in Salesforce and provides instant access to 4+ million accounts, with data continuously refreshed by a community of more than 1.6 million professionals. Turn on Jigsaw with just a few clicks to identify new opportunities, and plan your territories with Jigsaw’s search and discover tools. Note: Not automatically visible. In the overflow section of the Tabs menu (“+”), click on the Jigsaw tab or the “Customize My Tabs” button to add the Jigsaw tab to your Tabs menu. [ Back to Index ] HTU
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DYNAMIC SEARCH (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Shorten your sales cycle by finding the right contact fast Looking for information on an account? Trying to find the next big prospect? With Jigsaw, you can search across 4+ million accounts and 26+ million contacts complete with email and phone number so you never have to leave Salesforce again. Type in what you need and then click to narrow your search results with smart filter categories. Note: Not automatically visible. Visible after adding the Jigsaw tab to your Tabs menu. [ Back to Index ] HTU
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REAL-TIME DATA CLEAN (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Improve your data quality Whether you have duplicate records, out-of-date records, incomplete records, or you’re searching for more records, Jigsaw can help. With 26+ million clean contacts, Jigsaw can fill in missing data, flag duplicate and dead records, and improve your overall CRM data quality. Set up manual or automatic cleaning and let the power of the cloud and the Jigsaw community ensure you never bother with a dead contact again. Note: Not automatically visible. Visible after adding the Jigsaw tab to your Tabs menu. [ Back to Index ] HTU
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Chatter – Mobile & Desktop
CHATTER MOBILE FOR ANDROID (BETA) (All Editions) Access your feed through from your favorite Android device In Summer ’11, Chatter Mobile is available for Android devices. Now you can stay connected to the people and records that matter most, whether you’re in the office or on the road, through your favorite Android device. Note: To download Chatter Mobile for Android (Beta), visit: www.salesforce.com/mobile/apps/download/ [ Back to Index ] HTU
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CHATTER MOBILE FOR iPHONE (All Editions) Take your favorite features from the Chatter feed on the go Now you can show your support for favorable Chatter posts with the new “like” feature on your iPhone. Just tap the thumbs-up icon at the bottom of a post to let others know you approve. Or use the new @mention feature to bring coworkers into an important discussion thread where they can contribute ideas and insights or simply stay informed on relevant topics. Just type the “@” symbol and begin typing the person’s name to instantly access a list of colleagues on Chatter. Note: To download Chatter Mobile for iPhone, visit: http://www.salesforce.com/mobile/apps/download/ [ Back to Index ] HTU
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CHATTER MOBILE FOR iPAD (All Editions) Use the same great features of the Chatter feed on your iPad Now you can show your support for favorable Chatter posts with the new “like” feature on your iPad. Just tap the thumbs-up icon at the bottom of a post to let others know you approve. Or use the new @mention feature to bring coworkers into an important discussion thread where they can contribute ideas and insights or simply stay informed on relevant topics. Just type the “@” symbol and begin typing the person’s name to instantly access a list of colleagues on Chatter. Note: To download Chatter Mobile for iPad, visit: http://www.salesforce.com/mobile/apps/download/ [ Back to Index ] HTU
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CHATTER MOBILE FOR BLACKBERRY (All Editions) Engage with Chatter posts seamlessly through your BlackBerry device
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Now you can show your support for favorable Chatter posts with the new “like” feature on your BlackBerry device. Just tap the thumbs-up icon at the bottom of a post to let others know you approve. Or use the new @mention feature to bring coworkers into an important discussion thread where they can contribute ideas and insights or simply stay informed on relevant topics. Just type the “@” symbol and begin typing the person’s name to instantly access a list of colleagues on Chatter. Note: To download Chatter Mobile for BlackBerry, visit: http://www.salesforce.com/mobile/apps/download/ [ Back to Index ] HTU
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CHATTER DESKTOP FILES (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Drag and drop files between Chatter and your desktop or mobile device Chatter Mobile and Chatter Desktop now fully support file collaboration so you can easily move files between Chatter and your desktop. Note: Not automatically visible. Feature is available, but requires some setup. To download Chatter Desktop, navigate to Your Name Setup Desktop Integration Chatter Desktop and download the application. This feature will be available later in this release. [ Back to Index ] HTU
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Chatter – Feeds
CHATTER FAVORITES (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Quick access to the updates on topics you frequently search Chatter Favorites is a new section on Chatter Central that gives you quick access to Chatter feed results for #topics and keywords you frequently search. For example, after searching for a keyword and viewing the Chatter feed results, you can add the term to Chatter Favorites. Now you can save important searches and view real-time feed results all in one place. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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CHATTER ON LIST VIEWS (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Amp up list views with quick views of Chatter feeds Personalized and role-based list views are some of the most powerful productivity enhancers for sales and service professionals—and now they include Chatter activity, too. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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LIVE BROWSER UPDATES (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Get instant updates of new Chatter posts in your browser In Summer ’11, Chatter notifies you of new posts in your feed from inside your Internet browser. If you’re logged into Chatter but working on another tab in your browser, the tab you’re using for Chatter displays a new post notification so you’ll never miss an important update. Note: This feature will be available later in this release. [ Back to Index ] HTU
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Chatter – File Sharing
SOCIAL FILES (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Share files with groups and team up on versioning, simpler and faster Collaborating around files is now simpler and faster, with the ability to quickly share and update files right from a Chatter feed and in both public and private groups. Also new in Summer ’11 is the ability to assign collaborator or viewer permission, which determines who can make modifications or upload new versions of your file. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Chatter – Groups
CHATTER EXPERT (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Get quick tips on how to use Chatter effectively In Summer ’11, all new companies that join the conversation on Chatter will have a special virtual user named Chatter Expert. Chatter Expert will makes posts in new groups to help new users get started with Chatter and offer tips, tricks, and advice on how to use Chatter effectively in your company. Note: Automatically visible to all users. No setup required. This feature is enabled only for new organizations with Chatter following the Summer ’11 release. [ Back to Index ] HTU
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Chatter – Invitations
CHATTER EMAIL INVITATIONS (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Send your coworkers personalized email invitations to join Chatter for free Everyone in your company can work together privately and securely on Chatter—even colleagues who don’t have Salesforce licenses. In Summer ’11, you can use your email client to send
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Chatter email Invitations to colleagues or distribution lists. Simply copy and paste the link provided when you “invite coworkers” from the Chatter or People tabs into an email. Note: Automatically visible to all users once the feature is enabled by an administrator. To enable Chatter Invitations, navigate to Your Name Setup Customize Chatter Settings and check Enable Invitations. [ Back to Index ] HTU
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Chatter – Recommendations
RECOMMENDATION FILTERS (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) Find the right records, people, and groups to follow and join Chatter recommends various records, people, and groups that you may be interested in based on your activity in Salesforce. Now you can view more granular recommendations by object to ensure that you’re following the exact records you need to track. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Chatter – Profiles
CHATTER ACTIVITY STATISTICS (Contact Manager, Group, Professional, Enterprise, Unlimited, & Developer Editions) View Chatter analytics right on the profile With Chatter Activity Statistics, you can view the number of posts and comments made and received by you and your coworkers. This is a great way to gauge your influence in Chatter and identify coworkers who are contributing knowledge and value to the organization. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Force.com – Programmable
JAVASCRIPT REMOTING FOR FORCE.COM CODE (APEX) CONTROLLERS (Developer, Group, Professional, Enterprise, & Unlimited Editions) Build powerful JavaScript user interfaces faster Leverage your existing skills to create powerful user interfaces with JavaScript and still take advantage of the powerful back-end capabilities of Force.com code with JavaScript remoting. Previously in Developer Preview only, this feature now lets everyone call Force.com code controller methods directly from JavaScript. Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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ASYNC TEST CONSOLE (Developer, Enterprise, & Unlimited Editions) Evaluate and test code faster Summer ’11 brings real-time visibility into your test-code execution. The Async Test Console is the latest of many features that help developers test and debug code. The new console is packed with useful features, letting you add and abort tests within a run, persist test results, and even look at an historical view of test execution. This feature makes it easier to evaluate code coverage without spending time to re-run all your tests. Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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CLASS & TRIGGER LOG FILTERS (Developer, Enterprise, & Unlimited Editions) Develop apps faster using new filters in the debug log Class & Trigger Log Filters in Summer ’11 will save developers time. By adding the ability to toggle the log fidelity at the class or trigger level, developers can immediately filter unwanted information from the debug logs and find the information they need. Using the filters is easy and will improve every developer’s experience. Note: Automatically visible to all administrators. No setup required. [ Back to Index ] HTU
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IN-LINE EDITING FOR RICH-TEXT AREAS (Developer, Group, Professional, Enterprise, & Unlimited Editions) Edit text faster in your applications You’ve enjoyed the way rich-text areas spruce up your application. Now users can edit their rich text without having to click on the edit button. Simply click into the text and start typing away.
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Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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Force.com – Sharing & Security
NEW UI FOR USER PROFILES (Developer, Enterprise, & Unlimited Editions) Save time managing profiles The new UI for user profiles is a leap forward in profile management. It lets administrators focus on understanding the impact of permission changes in a clear and intuitive manner. Whether they’re using the new Find Settings feature to easily locate a permission or the navigation dropdowns to quickly move between settings and objects, admins can now make changes with up to 40% fewer clicks by focusing all object changes on a single page. Check out the guided tours on both the Overview and Object & Tabs summary pages to learn how the new interface helps reduce the effort of managing a single profile. Note: Not automatically visible. Feature is available, but requires some setup. [ Back to Index ] HTU
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DEFERRED SHARING CALCULATIONS (Developer, Enterprise, & Unlimited Editions) Update sharing configurations more easily, faster, and at optimal times Summer ’11 offers the ability to defer sharing calculations so you can optimize your bandwidth use. Customers with large data volumes will particularly enjoy this feature because their admins can now update sharing configurations much faster. No more worry about aligning maintenance windows. With Defer Sharing Calculations, you can suspend automatic group membership and sharing rule calculation after changing roles or groups. Then you can resume these calculations when your system has the bandwidth and processing power. You may want to suspend group membership and sharing rule calculations during peak business hours when bandwidth is low, for example, and resume during maintenance periods when bandwidth is high. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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SET UP AUDIT TRAIL (Developer, Contact Manager, Group, Professional, Enterprise, & Unlimited Editions) Improve security compliance by tracking changes made by delegate users Summer ’11 continues to improve Force.com’s audit trail tracking. The Set Up Audit Trail feature will track any changes made on behalf of another user. This capability is very important for tracking changes made by delegates or by support personnel. The audit trail will now reflect this additional information, ensuring that all your changes and processes are in compliance with most security policies. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Force.com – Enterprise Search
QUICKFIND IN SETUP (All Editions) Find the setup tools you need faster and increase setup productivity Find customization settings quicker. The sidebar in Setup now includes a search box so locating the menus you’re looking for is as easy as searching Google. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Force.com – Form Builder
DEPENDENT LOOKUPS (Developer, Group, Professional, Enterprise, & Unlimited Editions) Increase user productivity with real-time validation One of the most popular features in Force.com just got even better with the addition of Dependent Lookups. In Summer ’11, you can now add filtered lookups with criteria based on the record itself. This feature lets users get real-time validation and filtering of data as they’re entering it, eliminating the need to write back-end logic. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Force.com – Marketplace
PACKAGE UPLOAD MONITORING (All Editions) Follow your package uploads step by step In Summer ’11, you can now track your package uploads through every step, including Force.com code (Apex) test runs. During the upload process, you can view real-time upload indicators on the package and package-version pages to track progress and ensure success. Note: Automatically visible to all users. No setup required. [ Back to Index ] HTU
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Force.com – Identity & Authentication
SIMPLIFIED IDENTITY CONFIRMATION (All Editions) Logging in across devices is simpler and just as secure Confirming the identity of users is critical to your application security. Summer ’11 enhances identity confirmation and makes it a uniform experience across all devices. Users only need to know a numeric security code to confirm their identity, similar to entering a pin number for an ATM card. The process has also been simplified by removing unnecessary screens and duplicate logins. Note: Automatically visible to all administrators. No setup required.
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Force.com – Chatter Platform
CHATTER API (DEVELOPER PREVIEW) (Developer Edition) Integrate Chatter into your custom Web apps The Chatter API gives you the ability to experience Chatter in a new way. Developers can use this REST API to integrate Chatter into a variety of applications such as mobile apps, intranet sites, and third-party Web apps. With the Chatter API, developers can now access feeds and social data such as users, groups, and followers. Note: Available in Developer Edition; for Chatter API access in other editions, contact salesforce.com. [ Back to Index ] HTU
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