Salesforce Features
Sales Force Automation
Drag-and-drop Calendaring
Enhanced Calendar Views
All Editions
- Reduce the clicks required to reschedule events
- Improve the user experience in navigating and viewing calendars
Tasks and calendar events give managers and employees the power and flexibility to track and maintain their schedules using Salesforce. Drag-and-drop calendars and activity management, new in the Spring ’08 release, allow users to more quickly reschedule a meeting and perform other actions via a new streamlined, time-saving user interface.
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.
Outer Joins Reporting
Outer Join Reports With and Without Child Records
Developer, Professional, Enterprise, and Unlimited Editions
- Create Reports that include records with and without related child records
- Modify existing Custom Report Types to incorporate previously excluded records
With Comprehensive Record Reporting, administrators can define whether custom reports will return records for objects that have no related-list records. Now users gain complete related list visibility on reports. For example, users can now create prospecting status reports displaying a comprehensive list of accounts regardless of whether an account has any contacts or opportunities. Users can also run campaign effectiveness reports that display all campaigns, even if a particular campaign never reached any recipients.
Forecast Category Name Customization
Forecasting in Your Company’s Own Language
Professional, Enterprise, and Unlimited Editions
- Rename opportunity forecast category values to match your own specific terminology
- Accelerate application deployment, rollout, and adoption
Accurate forecasting is critical to lowering an organization’s forecasting variance and providing complete sales visibility. The forecasting categories used to segment sales data are often unique to each individual organization. The ability to customize opportunity forecasting categories with Spring ’08 allows an organization’s forecasting methodologies in Salesforce to mirror the business, avoiding internal confusion.
Spell Check for activities
Corrected Spelling for Activities and Notes
All Editions
- Improve accuracy and professionalism in activity and note comments
- Increase efficiency with spell-check proofreading assistance
Tasks and events give managers and employees the power and flexibility to track and maintain their schedules in Salesforce. New in Spring ’08, users can enjoy the benefits of spell-check functionality to make sure their comments are spelled correctly. Spring ’08 also delivers spell-check for notes, which will increase data quality within your applications.
Note: Automatically visible for all users of notes, but requires some setup for use with activities.
Opportunity Rollups on Accounts
Roll Up Opportunity Data on the Account Record
All Editions
- Quickly access opportunity summary data without reports
- Filter accounts by opportunity summary data, based on specific criteria
With Spring ’08, administrators can create opportunity rollups on accounts that aggregate key opportunity metrics. This feature makes it possible to answer questions such as: Which accounts have the most opportunities? Which accounts have zero opportunities? What is the total value of the deals won for an account? What about the total value of deals lost? With this feature, it has never been easier to get a quick overview of key account opportunity metrics, without ever leaving the accounts tab.
New Offline User Interface
A Consistent Online and Offline User Experience
All Editions
- Improve data quality with support for validation rules and dependent picklists
- Increase user adoption by providing a similar experience online and offline
With Force.com Connect Offline, users can work on their key deals anywhere, anytime. With Spring ’08, the look and feel of Connect Offline has been completely revamped to provide a more uniform experience.
Salesforce to Salesforce
Shared Data and Processes for Companies that Both Use Salesforce
Requires an Additional Fee
- Instantly connect with other companies (business partners, suppliers, and customers) via Salesforce
- Easily opt in and out of cross-company data sharing
- Share leads, opportunities, or any custom object
One of the questions most commonly asked by salesforce.com customers is: How do I securely and easily share data with another company that is also using Salesforce? How do I coordinate with other companies we do business with on revenue-sensitive business processes? It’s all possible with Salesforce to Salesforce, new with Winter ’08. Salesforce to Salesforce is a powerful new service that enables companies to efficiently connect and exchange data with their partners within the Salesforce application. Salesforce to Salesforce provides secure, customizable, and efficient data sharing through point-and-click connection.
Opportunity Rollups
Consolidated Visibility for Complex Opportunities
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Easily aggregate opportunity line item information in an opportunity
- Display Total line item discounting for opportunities
Many organizations manage multiple opportunity line items within a single opportunity. With Winter ’08 organizations have the ability to aggregate multiple opportunity line items within an opportunity to determine the number of line items or the sum, maximum value, or minimum value of a specific line item field.
