Salesforce Features
February 2007
22 Generations of Success - Spring is here which means another great release has bloomed. We think you will be very pleased by these highly-requested features. Click on the product areas below to learn more about the new features.
Sales Force Automation, Service and Support, Marketing Automation, Partner Relationship Management,Apex Platform.
Customizable Forecasting Enhancements
Quick Data Access for Greater Productivity
- Provide one-click access to key forecast and opportunity information
- Streamline the user experience
- Increase productivity for sales users
Users of the Salesforce forecasting tab will enjoy streamlined application flow and added visibility to key forecast and opportunity information with Spring ’07. Overriding a forecast number or accessing a list of deals related to a specific forecast period is easier and faster than ever. Key forecast and opportunity information is just a click away, no matter what level of the forecast hierarchy you may be in.
These features are
available in Professional, Enterprise and Unlimited Editions.
This feature is enabled by default.
Customizable Search Results
A Faster Path to the Information You Need
- Find the information you’re seeking more quickly
- Narrow searches for more targeted, relevant results
- Customize your search experience
Spring ’07 introduces exciting enhancements to make searching data and interacting with the results of your searches simple, smooth, and highly effective. Inline paging and sorting features simplify the task of working with large sets of search results. Powerful filtering and scoping functions narrow searches and results. Customization options enable users to design search results layouts that are tailored for the way they work.
This feature is available in all Editions.
Recent Item Hovers
Quick, “No-Click” Access to Timely Data
- Increase efficiency with instant access to recently viewed records
- Tailor multiple hover layouts for your business needs
Salesforce.com continuously adds essential enhancements to its award-winning user interface. Spring ’07 is no exception—with recent item hovers, you no longer need to drill down to view recently modified data. Just move the cursor over the link to a recently edited record for an instant, pop-up view of the key data in the record.
This feature is
available in all Editions.
This feature is disabled by default but can be enabled by your organization’s salesforce.com administrator.
Customer Portal
Where Your Customers Meet Your Company
- Put more power behind your customer self-service strategy
- Enable entirely new self-service processes
- Provide differentiated service to different customers and segments
- Completely customize your portal with the Apex platform
With Spring ’07, salesforce.com introduces a powerful, new customer portal to step up the self-service experience for your customers. The new customer portal enables you to fully exploit the capabilities of the Web as the ideal channel to deliver superior self-service while at the same lowering the cost of serving your customers. Because the customer portal is 100-percent hosted by salesforce.com just like the Salesforce application itself, you get the same service delivery benefits and none of the maintenance and infrastructure headaches that come with hosting a portal yourself.
This feature is
available in LIMITED RELEASE to Enterprise and Unlimited Editions; Requires an Additional Fee.
Case Hierarchies
Streamline the Management of Related Cases
- Increase visibility of related issues by linking cases
- Gain insight into complicated issues by tracking associated sub-cases
- Quickly update related cases
In complex service organizations with large case loads, agents can be more productive in resolving issues when they have insight into cases that are related to the one at hand. Spring ’07 streamlines case resolution by linking related cases. Users can create a hierarchy of relationships between cases and can quickly update cases when the root cause is changed. Users can create multiple sub-cases under one parent case to ensure that complex issues are properly tracked and resolved.
This feature is
available in all Editions.
This feature is disabled by default but can be enabled by the organization’s salesforce.com administrator.
Partner Role Hierarchies
Greater Flexibility and Visibility for Partners
- Create reporting hierarchies within partner companies
- Allow partner sales managers to distribute leads to their reps
- Simplify the process of sharing data with partners
With partner role hierarchies, sales managers at your partner companies have visibility into the leads and opportunities that their sales reps are working. Furthermore, they can reassign leads from one partner sales rep to another based on skill sets or resource capacity. These capabilities empower your partners and improve sales effectiveness because partners know who is best qualified to work each deal.
This feature is
available in Enterprise and Unlimited Editions.
This feature is enabled by default for Salesforce PRM customers.
Enhanced Partner Email
Maintain a Branded Experience in Emails to Partners
- Promote your brand in all partner communications
- Improve partner adoption with triggered emails
With the Winter ’07 release, Salesforce PRM allowed you to brand the new user, password reset, and forgot password email communications to your partners. With Spring ’07, you can also brand the email that Salesforce automatically sends to your partners when a record owner changes or when a user is initially assigned leads, activities, opportunities, and custom objects. These branded notifications with links to the appropriate records in your partner portal will increase partner mindshare, adoption, and portal traffic by prompting channel partners to log in on a regular basis.
This feature is
available in Professional, Enterprise and Unlimited Editions.
This feature is disabled by default but can be enabled by the organization’s salesforce.com administrator.
Joint Selling Enhancements
Collaborating with Partners Gets Even Easier
- Get more details on your partners’ opportunities
- Enhance collaboration with partner-specific price lists
With Spring ’07, partners can create or modify opportunity product line items. This increases the accuracy and detail of opportunity information and improves collaboration between you and your channel partners.
These features are available in Enterprise and Unlimited Editions.
This feature is enabled by default for Salesforce PRM customers.
Extended Campaign Member Tracking
Better Visibility into Your Marketing Campaigns 
- Track additional data about your campaign targets and respondents
- See more campaign member details in campaign history related lists
Spring '07 provides two new campaign fields that are available for use on campaign reports and in campaign history related lists—Member First Associated and Member First Responded. For added visibility into campaign member profiles, you can add these fields to custom campaign reports, as well as to the following standard reports: Campaign Call Down Report, Campaign Member Analysis Report, Campaign Leads Report, and Campaign Contacts Report.
This feature is
available in Professional, Enterprise and Unlimited Editions.
This feature is enabled by default.
