Salesforce Features

Winter '07 Apex Platform

Salesforce Console

Create Your Desktop for The Business Web™

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  • Dramatically streamline the user experience
  • See more information in a single view
  • Increase productivity for power users

Imagine how productive your teams would be if they had single-click access to everything they needed to do their jobs. With the new Salesforce Console in Winter ’07, users can have a customized Salesforce desktop that consolidates information in one spot and allows them to swiftly complete their task with the fewest clicks and minimal screen refresh. In the spirit of the familiar, user-friendly Salesforce interface, the Salesforce Console is a highly optimized, AJAX-based Web desktop that provides an even better user experience for teams in support, sales, telemarketing, and other departments.

This feature is available in Professional, Enterprise and Unlimited Editions.

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Analytic Mash-Ups

Dashboards Without Limits

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  • Blend Salesforce dashboards with external analytics
  • Create stunning, interactive visualizations of your data
  • Link multiple dashboards together to guide the decision-making process

Winter ’07 takes Salesforce Analytics to a new level. You can integrate your Salesforce dashboards with third-party analytics to create analytic mash-ups that provide unlimited intelligence. In a single, consolidated view, users can analyze Salesforce data together with data from virtually any other system in the enterprise. Through the use of technologies such as Flash, Crystal Xcelcius, or Scalable Vector Graphics, you can visualize and interact with data in new ways that drive greater insight in to your organization’s performance.

This feature is available in Professional, Enterprise, and Unlimited Editions, except where noted.

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Embedded Mash-Ups

The Power of The Business Web™—Everywhere

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  • Consolidate content from multiple applications into one composite user experience
  • Easily introduce custom application behavior to fit your business needs
  • Improve productivity and usability
  • Create deeper integrations using server-side evaluations

Custom s-controls have always been a valuable tool in weaving custom logic or external content and applications into Salesforce through client-side integration. With Winter ’07, you can place an s-control directly in the detail page layout, creating embedded mash-ups that give users the full context of the Salesforce record data. You can also add s-controls as dashboard components, enabling a whole new class of analytic visualizations and interactions. In the past, companies have used custom buttons and links to enable custom application logic and integrate external Web sites into Salesforce. Now, you can modify even standard Salesforce buttons to introduce your business logic, pages, or additional interactivity to match your company’s business processes.

This feature is available in all Editions, except where noted.

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User Interface Customization

New Flexibility in Customizing the Salesforce Experience

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  • Adapt the Salesforce interface to match your business processes
  • Reduce clutter and improve navigation
  • Let your users control how they personalize the interface

With Winter ’07, Salesforce’s legendary user interface becomes even more flexible and easy to use. Users can customize the layout to suit their preferences and take advantage of usability enhancements that make them more productive.

This feature is available in all Editions except where noted.

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Extended Data Model Customization

More Power for Your On-Demand Database

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  • Customize or extend the Salesforce data model with clicks, not code
  • Leverage the full power of standard objects in your custom objects
  • Enforce policies through smart defaulting and enhanced security
  • Drive better decisions and exercise business control through formulas

Custom objects and fields are essential tools for customizing your Salesforce application or building entirely new custom applications for your organization. They abstract database tables into business entities and encapsulate a rich set of built-in functionality so that you can customize with clicks—not code—and upgrade with ease. Salesforce.com calls this meta customization, and Winter ’07 delivers significant innovations that expand the breadth and depth of applications that you can create on the Apex platform.

This feature is available in all Editions except where noted.

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Workflow and Approvals

On-Demand Workflow to Power All Your Processes

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  • Automate all your business processes
  • Run your entire business with greater efficiency
  • Improve accountability and response time
  • Integrate across multiple systems with real-time messaging

With Winter ’07, Apex pushes the envelope on business process enablement in an on-demand environment. Your workflow rules can now act on records and change field values, enabling new levels of process automation, control, and consistency. Workflow also supports outbound messages to enable real-time integration to external systems. Winter ’07 introduces a flexible approvals engine, which allows you to build single-step or multistep approval processes on virtually any standard or custom object.

This feature is available in Enterprise and Unlimited Editions.

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Data Validation

Better Data for Better Decisions

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  • Capture the right information at the right time, every time
  • Create transparency through clear enforcement of business policies
  • Get better visibility of your business by improving the utility of your data

The exciting new data validation capability in Winter '07 helps you manage the quality and value of data in Salesforce, thereby driving better business decisions. The user-friendly rule editor uses the same formula language as in custom formula fields, allowing you to quickly implement sophisticated business rules without programming. Combined with the power of new workflow and approval capabilities in Winter '€™07, you can embed useful policies for sales methodology enforcement, discount approvals, expense management, and much more.

This feature is available in all Editions.

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Apex API 8.0

Weaving The Business Web™

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  • Increase developer productivity with more powerful APIs
  • Improve performance of your integrations – get more data with fewer calls
  • Eliminate need for polling Salesforce by leveraging real-time notifications
  • Load and synchronize external data with ease

 The Apex API is the key to how salesforce.com enables The Business Web. Just like consumer Web services such as Google, Yahoo!, Amazon.com, and eBay, salesforce.com opens its services to the public to allow you to customize and integrate Salesforce for your business and to enable an ecosystem of developers and software providers to build applications to meet the needs of the salesforce.com community.

Winter ’07 introduces Apex API 8.0, salesforce.com’s most ambitious API release to date. Apex API 8.0 incorporates your most frequently requested enhancements to create an API that is more powerful and efficient than ever before.

This feature is available in Enterprise and Unlimited Editions.

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Apex Mobile

The Power of On-Demand, Anywhere

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  • Access Salesforce via Windows Mobile 5.0 devices
  • Experience a user interface that’s optimized for mobile use
  • Easily deploy and administer new mobile users and devices

Winter ’07 introduces support for Windows Mobile 5.0, in addition to BlackBerry and Palm operating systems. Users with Windows Mobile devices can now enjoy full access to Salesforce, including live data access, search and email, and phone integration. For BlackBerry and Treo devices, the calendar interface is more user-friendly, and users have the ability to reassign their leads and other data to colleagues. Other significant enhancements make deployment and administration of your mobile rollout much easier.

This feature is available in Professional, Enterprise, and Unlimited Editions.

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