Salesforce Features
Marketing Automation
Advanced Validation Rule Functions
Enhance Data Quality With the Power and Ease of Formulas
All Editions
- Validate important data formats like social security numbers and postal codes
- Use reference data in other objects as a basis for validation
In the quest to ensure the highest data quality, business rules can get quite complex. The Spring ’08 release includes advanced formula functions that administrators can use to create powerful validation rules without writing code.
List View Builder
Improved Interface for Creating and Modifying List Views
All Editions
- Create and modify list views quickly and easily
- Track who creates and modifies list views
Creating and auditing list views has never been easier. A streamlined user interface makes it faster and more intuitive for administrators to create, modify, and keep track of list views.
Automatic Campaign Assignment
Greater Insight into Campaign Effectiveness
Professional, Enterprise, Unlimited Editions, Except as Noted
- Automate the assignment of campaigns to opportunities
- Better evaluate the effectiveness of your marketing programs
To the frustration of the marketing team, new opportunities are sometimes created without properly crediting a contributing marketing campaign. Spring ’08 helps ensure that campaign effectiveness is more accurately tracked. When an opportunity is created from a contact, the campaign source is automatically populated with the campaign that last touched that contact. This new functionality gives marketers even greater insight into how their campaigns are impacting pipeline and contributing to sales.
Note: This feature is enabled by default. Professional Edition customers must have purchased campaigns separately to use this feature.
New Campaign Reports
Enhanced Visibility into Campaign Performance
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Increase productivity with access to more data in one spot
- Gain greater visibility into campaign performance
- Measure campaign success through multiple report types
Winter ’08 delivers powerful new functionality for users and offers clear reporting visibility into all the new features being released. The combination of great new features and dynamic reporting will make your marketing users more effective than ever.
Campaign Sharing
Greater Control of Shared Campaigns
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Conveniently who users only relevant campaigns
- Improve adoption while protecting sensitive campaign information
- Share one global account while limiting access between business units/regions
With Winter ’08, it’s easier than ever to control who within your organization can see specific marketing campaigns and their related information. With new campaign sharing, you have more flexibility to foster collaboration while maintaining confidentiality.
Campaign Hierarchy
Streamlined Management of Related Campaigns
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Associate campaigns to parents, going as many as five levels deep
- Increase visibility into how your campaigns are performing at any level in the hierarchy
- Aggregate parent campaign statistics on one screen
Marketing organizations often use multiple tactics to generate demand for a larger marketing program or corporate initiative. Winter ’08 gives managers the ability to track the overall effectiveness of their marketing initiatives by enabling users to associate any campaign to a parent campaign and easily view the roll-up statistics.
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.
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.
Email Relay
Route Salesforce Emails through Your Own Email Server
This feature is
available in Enterprise and Unlimited Editions.
- Get better email auditing and ensure regulatory compliance
- Provide secure delivery of emails between Salesforce and your mail server
- Enable content filtering and decrease blocking of outbound emails
Spring ’07 provides companies with much greater control over email messages sent from the Salesforce application. With Spring ’07, you can archive emails, append disclaimers, and do content filtering to meet regulatory compliance requirements. When email relaying is activated, Salesforce-generated emails will be delivered by your company’s mail server, not by Salesforce.
Note: To activate this feature, your company’s email administrator must first enable email relaying for your domain. In addition, you must contact salesforce.com customer support to enable email relaying.
