Welcome to our Spring ’17 Release.

See how our latest innovations help you blaze new trails to your customers.

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Get a preview of the top features in our 52nd release.
Download this PDF to learn how our Spring ’17 Release improves every Salesforce product.

Automated Activity Capture

See every customer communication in Salesforce.

Eliminate manual data entry and automatically log every email and event with Automated Activity Capture from Salesforce Inbox. Powered by Einstein, Automated Activity Capture saves your sales reps hours of time and effort, and ensures data quality and consistency. See all of your customer interactions easily, and in one place, in Salesforce.

Sales Console (Beta)

All of your sales tools, all in one place.

Help your sales reps and inside sales teams sell more productively and efficiently by putting all of the sales tools they use every day on one screen. Make the best use of the real estate with the Sales Console, the most productive extension for Sales Cloud Lightning.

Forecasting in Lightning

Collaborative Forecasting, now in Lightning.

It's the Collaborative Forecasting sales teams know and love, now in Lightning. Adjust expected pipeline categories and see those numbers roll up the sales hierarchy automatically, so the entire team is always on the same page. Plus, easily add in commentary to those adjustments, so everyone is aware of what to expect and why.

More Kanban and Path

The power of the Lightning platform, extended.

Manage your team processes — sales or otherwise — easier than ever with Kanban now available everywhere. Get drag-and-drop actions, and move stages with just a click of a button. Plus, get Path process guidance on custom objects. Whether you're advancing a lead or changing the stage of a custom project, now any team can work faster in Lightning.

Account and Campaign Hierarchies

See your accounts and campaigns in the right context.

Monitor the health of your related campaigns better with Spring '17. Associate campaigns with one another so you can group campaigns within a specific marketing program or initiative. Better understand how your accounts are related to each other with visual account hierarchies now available in Lightning.

 
 

Service Cloud

Salesforce LiveMessage

Deliver conversational service on the leading messaging apps.

Make service communication personal and accessible with the messaging channel in your contact center. Connect deeply with customers using two-way conversation support on the most popular messaging apps, starting with SMS and international SMS.

Lightning Experience for Service (Beta)

Service Console, Case Feed, Knowledge, Set Up, and Trial are now in Lightning.

Lightning Experience for Service delivers the best of Lightning for your support team -- right out-of-the-box. This release includes the Lightning Console app, pre-configured for service, with the most popular Lightning components like Workspaces, Case Feed and Knowledge. And you can get your service team up and running faster than ever before with easy set up walk-throughs for email, Twitter and Facebook!

Field Service Lightning iOS Mobile App

Offline-first app for your mobile workforce.

Connect your entire mobile workforce with instant updates, knowledge on-the-go, and capabilities for updating work orders and job statuses from anywhere. Built primarily for offline use, our Field Service Lightning iOS Mobile App is a native Salesforce app that's easy to customize and brand for your organization.

Parts, Inventory, and Van Stock

Easily track and manage product inventory for every job.

Manage inventory levels across company locations with Field Service Lightning. Track locations, the availability of parts and van stock, then record which parts are used to complete work orders. Easily find needed parts by monitoring and tracking inventory transfers across locations.

Omni-Channel Supervisor

Monitor real-time operational intelligence for your contact center.

Omni-Supervisor delivers real-time operational intelligence to allow contact centers to work smarter. Empower supervisors with automatic, live updates on agents, work, and queues — even drill down to see performance on specific agents or queues.

 
 

Marketing Cloud

Krux Data Management Platform

The world's leading DMP is now a part of Salesforce Marketing Cloud.

Salesforce has acquired Krux, the leading data management platform (DMP) according to Forrester. Krux extends the Salesforce Marketing Cloud’s audience segmentation and targeting capabilities to power consumer marketing with even more precision, at scale.

Marketing Cloud Connect ​with Lightning Data Sync

Now it’s even easier to access all your customer data.

Synchronize all of your Salesforce CRM data to Marketing Cloud more easily with the new and improved Lightning user experience and our Synchronized Data feature. Enhancements include a simplified dashboard with an easy point-and-click experience, consolidated actions, and improved navigation. You can also see the progress and health of your synchronization, and filter to only synchronize records that contain email addresses.

Marketing Cloud Mobile App with Lightning UI

The Lightning look and feel with the Marketing Cloud Mobile App is now available for both Android and iOS.

The Marketing Cloud Mobile App now has a fresh Lightning user experience — consistent with other Salesforce mobile apps, available on both iOS and Android — and includes a new home dashboard to better track performance. Android users will now be able to track performance and take actions on their scheduled, in progress, and completed emails as well as their automations.

Social Studio Support for Facebook Reviews

Actively manage your brand's reputation on Facebook.

Now you can actively manage your local Facebook page reputation through Social Studio. View and reply to the Facebook reviews left on your local pages. Quickly filter by scores to more easily focus on the reviews you are interested in.

Reuseable Code Snippets in Email

Create emails even faster by reusing code snippets.

Send out even more sophisticated emails quickly and easily with Reusable Code Snippets in Email, reusing your existing code across multiple emails. With the flexibility of HTML coding or the simplicity of a drag-and-drop WYSIWYG editor, Marketing Cloud lets your team create great personalized emails, from simple all the way to sophisticated.

 
 

Lightning Readiness Check

Easily assess your org's readiness to Lightning Experience.

Supercharge your org with the Lightning experience — assess your organization's readiness and determine which users are ready to migrate and what you to need to consider as you proceed with Lightning migration.

Lightning List Inline Edit

Save time by editing records from list views.

Get your work done faster. You can now edit record values from a List View in Lightning Experience.

Record Type and Profile Assignment for Lightning Pages

Gain control of access to record types and tailor experiences for your end users.

Now you can assign custom record pages that map to a specific app, record type, and profile combination via the Lightning App Builder.

Lightning Global Actions

Quickly and easily create new records without leaving your existing environment.

Take more actions from the Global Actions menu in Lightning Experience. Now users can quickly create records anywhere in the application and access custom Lightning, Visualforce, and Canvas actions.

Cross-Org Connector with Write Support

Experience a consolidated view across multiple orgs.

Get a new consolidated view across multiple business units. Salesforce Connect now supports full read and write support for data sharing across Salesforce orgs.

 
 

Commerce Cloud

Mobile-First SiteGenesis (beta)

Delight shoppers with experiences designed for the mobile web.

Increase conversion on mobile devices and deliver seamless shopping experiences for customers with the new mobile-first SiteGenesis. Leverage Commerce Cloud intelligence, built-in one-touch payment options such as Apple Pay, and improved site design.

Commerce Insights

Let Einstein help power your merchandizing decisions.

Power smarter shopper experiences using customer and product data with Commerce Insights, powered by Einstein. Capture shopping, order, and product data with Insights to visualize what customers are purchasing in order to display other products that are most commonly purchased together. As an embedded part of the Commerce Cloud, Insights takes the guess work out of merchandizing, so brands can show their customers the best products and deals, every time.

Facebook Dynamic Ads (beta)

Leverage Facebook to drive conversion.

Extend digital commerce to the social platform by displaying relevant ads to Facebook users across devices with Facebook Dynamic Ads. Brands are able to leverage Commerce Cloud's integration with Facebook to promote products and manage ads through the same control panel they use to manage their site.

Endless Aisle

Connect with international customers with enhanced, tablet-based selling.

Support international customers through Endless Aisle, a single tablet-based app that supports multiple languages. Make the selling process smoother and easier with Stateless Shop APIs on the back end, and a simplified UI on the front end.

Customer Service Center

Power omni-channel with robust tools for customer service agents.

Look up customer information, create, search and review orders, order on behalf of the customer, and adjust prices without having to go to the storefront thanks to our Customer Service Center, a new capability built on Commerce Cloud Digital Framework. Also, get a shared view of customer data across systems using new Shop APIs.

 
 

Community Cloud

Audience Targeting for Pages and Groups

Personalize pages based on user profile, location, and record type.

Now you can personalize pages and groups using criteria such as profile, location, and/or record type to enable a unique experience for every user and group for specific business needs. Select one or more criteria types to create basic to advanced targeting rules. Easily see who has access to each page or group with a quick at-a-glance summary.

Google Analytics for Self-Service

Track real-time user activity to analyze self-service performance.

Access real-time data through Google Analytics to understand the effectiveness of self-service on case deflection. Track search keywords, discussions, and articles most used to deflect cases or before a case is created. Get deeper insights on page-view traffic by leveraging community dimensions such as user ID, user type, and Salesforce objects.

CPQ and Wave for Lightning Partner Community

Deliver advanced tools for accurate quoting and improved insights.

Help partners create fast and accurate quotes and send customer-ready proposals using Salesforce CPQ. Transform the way partners explore data, find answers, and take action to maximize business performance with Wave.

Personalized Chatter Streams

Increase productivity with custom feeds for key deals and people.

Stay organized and up to date on the most important conversations on Chatter. Personalized streams let you create feeds for any record, groups, and/or people and follow them in one stream. Use streams to get the most important updates on key deals and accounts in a single place.

Direct Messages

Enable private conversations right in your community.

Empower community managers to have 1-to-1 conversations with members on topics that may be better addressed privately. Start a message thread directly from a post or question in the community, or from a user’s profile or hovercard. Direct Messages support file attachments so you can share files with users privately.

 
 

Analytics Cloud

Bulk Actions

Take action on all your action items in one go.

Act quickly on multiple records at once with bulk actions. Define any business logic by leveraging Apex and Visualforce, and and simply pass the right data off from Wave, making this approach not only powerful, but entirely flexible.

Dataset Designer with Connectors

Design datasets with clicks, not code.

Quickly and easily create new datasets and join existing datasets from an intuitive interface. Connect to third-party sources and pull data into Wave in a matter of moments without any code whatsoever.

Smart Data Discovery

Smart Data Discovery and Wave. Now together.

Leverage all of the functionality and flexibility of Wave to get an even deeper view into your data with Smart Data Discovery datasets and dashboards.

Smart App Wizards

Sales Wave and Service Wave are getting even easier to use.

Make the creation of an app seamless and enjoyable with the more intelligent wizard in our Sales Wave and Service Wave Apps. By automatically analyzing your data and understanding which fields you use most often, the wizard will choose by default the most appropriate fields for you to use.

Analytics Home

Turn your dashboards into apps with an easily configured navigation interface.

Turn any set of dashboards into an app by generating a custom navigation within your Wave app. Expose the right dashboards to the right users and make Wave even simpler to use.

 
 

Salesforce Sign-on for Quip

Enjoy effortless Quip account creation and access.

Log in to Quip with your trusted Salesforce username and password. Whether you're new to Quip or a long-time user, you can create or access your Quip team site with the Single Sign-On credentials you know and love.

Quip Salesforce Component

Associate Quip living documents with Salesforce records.

Find and collaborate on living documents within the context of your business. Teams can link, access, and create Quip documents, spreadsheets, and task lists directly from within Salesforce using the Quip Component (Classic and Lightning). Quickly create task lists within an opportunity record to make sure the team is aligned on the final steps necessary to close the deal.

Live Salesforce Data in Quip

Connect Salesforce data to Quip documents and spreadsheets.

Improve collaboration and boost productivity for sales, service, and marketing teams by displaying Salesforce data and account records as “rich mentions” in Quip documents. Rich mentions can update as they change — for example, a Quip living document that serves as the weekly meeting agenda for regional sales team can have the latest data on closed deals and open opportunities.

Team Spreadsheets

Get everyone on the same page with embedded and standalone spreadsheets.

Quip's easy-to-use spreadsheets are flexible, support over 400 functions, and include all the data formatting options users expect. Better yet, teams can choose between using standalone spreadsheets and effortlessly embedding them in Quip documents to add context to data. Users can even add checklists to assign tasks and add dropdown lists to help their teams move quickly.

Quip Folders

Folders act like tags to work the way your team does.

Spend less time hunting things down by using shared folders that give everyone easy access to their collaborative docs and spreadsheets. Flexible folder structure and color options work the way you do. And manage permissions at the folder level, ranging from private to full access.

 
 

Financial Services Cloud

Health Cloud

Client Relationship Mapping

Capture, manage, and visualize client relationships in one easy view.

Get the view your clients already assume you have with Client Relationship Mapping. Using Relationship Builder, advisors can easily capture client relationships including connections to business entities and household groups. Then see your client's relationships in a single snapshot and uncover new client opportunities in the visual Relationship Map.

Alerts and Cases on Client Profiles

Stay on top of client needs with new alerts and cases.

Get smart about managing pressing client needs with new alerts and cases. Choose from three alert types pushed directly from your core transaction systems and easily snooze, dismiss or take action on an alert. And with Quick Action Cases, you can turn client issues into proactive solutions by instantly creating a case from a client’s account page.

Wave for Health Cloud: Risk Stratification

Get smarter about managing patient risk.

Easily identify patients with the highest risk — automatically calculate scores based on the CMS HCC model combined with other demographics in customizable wave dashboards to provide targeted preventative care to the patients who need it the most.

Lead to Patient Conversion

Leverage seamless support from patient acquisition through enrollment.

Enroll patients faster and save valuable conversion time — easily convert leads to patients with Sales Cloud, Service Cloud, or an EHR in Health Cloud.

Advanced Patient Segmentation

Precisely segment and manage patient populations.

Easily create targeted patient lists based on advanced rules using any clinical and non-clinical data in Health Cloud. Go beyond the one-size-fits-all approach to reach specific groups of patients by sending follow-up reminders, surveys, or educational material to multiple patients at once.

 

Financial Services Cloud

Client Relationship Mapping

Capture, manage, and visualize client relationships in one easy view.

Get smart about managing pressing client needs with new alerts and cases. Choose from three alert types pushed directly from your core transaction systems and easily snooze, dismiss or take action on an alert. And with Quick Action Cases, you can turn client issues into proactive solutions by instantly creating a case from a client’s account page.

Alerts and Cases on Client Profiles

Stay on top of client needs with new alerts and cases.

Get smart about managing pressing client needs with new alerts and cases. Choose from three alert types pushed directly from your core transaction systems and easily snooze, dismiss or take action on an alert. And with Quick Action Cases, you can turn client issues into proactive solutions by instantly creating a case from a client’s account page.

Health Cloud

Wave for Health Cloud: Risk Stratification

Get smarter about managing patient risk.

Easily identify patients with the highest risk — automatically calculate scores based on the CMS HCC model combined with other demographics in customizable wave dashboards to provide targeted preventative care to the patients who need it the most.

Lead to Patient Conversion

Leverage seamless support from patient acquisition through enrollment.

Enroll patients faster and save valuable conversion time — easily convert leads to patients with Sales Cloud, Service Cloud, or an EHR in Health Cloud.

Advanced Patient Segmentation

Precisely segment and manage patient populations.

Easily create targeted patient lists based on advanced rules using any clinical and non-clinical data in Health Cloud. Go beyond the one-size-fits-all approach to reach specific groups of patients by sending follow-up reminders, surveys, or educational material to multiple patients at once.

 

Cloud Services

Success Plan Apps

Get exclusive apps to drive Salesforce productivity and business value.

Help customers adopt key features, streamline support cases, and maximize your productivity to get the most out of Salesforce with Success Plan apps. They're exclusive to Premier and Signature Success customers and are developed, supported, and maintained by Salesforce.

Premier Accelerators

Accelerators are now available to all Premier customers.

Accelerators are 1-to-1 engagements with Salesforce experts and are now available to all Premier customers. Premier points are no longer required, and the Accelerator portfolio has been expanded, so we are making it even easier for you to take advantage of this high-value Premier feature.

Premier Certification Prep

Get certified and make your training and experience count.

Premier has expanded its training resources with online courses, certification preparation videos, and practice exams for the new App Builder and Platform Developer I certifications. Also available are certification prep videos for Pardot and Commerce Cloud and additional online courses in Japanese.

Signature Success

Achieve optimal performance with Signature’s personalized support.

Signature Success now offers additional features and coverage, including predictive intelligence to pre-empt performance issues, ISV support to help resolve issues with third-party vendors faster, and support for Salesforce Commerce Cloud customers.

Strategic Projects: Design and Build Engagements

Implement cutting-edge Salesforce technology solutions.

Innovation is an iterative and continually evolving process. Strategic Projects puts you at the center of this process and bridges the gap between Salesforce innovation and your business needs. We work with you to envision and build the right solutions for today and into the future.

Prepare for Salesforce Releases

Explore highlights from the Spring ’17 release and craft your own release strategy.

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