Winter ’17 Einstein Release

Get smarter and more predictive about your customers with Salesforce Einstein in Winter ’17

Winter ’17 Einstein

Top Features

Sales Cloud Einstein
Sales Cloud Einstein

Favorite Features: Get smarter and more predictive about your customers.

Favorite Features: Get smarter and more predictive about your customers.

Predictive Lead Scoring*

Know your top prospects

This is your company’s data, put to work for you. Taking all of the historical lead information — from industries and titles to time-to-conversion metrics — predictive lead scoring tells reps where their valuable time will yield the best results. It takes the guesswork out of lead nurturing, so you can create the best opportunities, every time.

Salesforce Engage in Lightning

Connect to your customers and prospects, smarter and faster.

Sales can now send and track emails to a list of prospects, surface Pardot activity history on a lead or contact, and receive real-time alerts on prospect activity, all within Lightning. With this added flexibility and greater usability, sales will find it even easier to be first, relevant, and productive in every communication with prospects.

Quotes, Contracts, and Campaign Influence in Lightning

Even more objects, so now there’s more to love in Lightning.

Lightning just keeps getting better, and now, there’s even more of it to love. With Quotes, Contracts, and Campaign Influence in Lightning, all the stages of your company's sales cycle can be managed in the Lightning experience, so that your reps can sell faster than ever before, with tools tailored to your business.

Kanban on Leads, Campaigns, Contracts

Drag, drop, and update. Now on leads, campaigns, and contracts.

We’re taking the drag-and-drop approach to more objects. Now you can update your leads, campaigns, and contracts with just one click. Advance the stage, and see your totals roll up automatically. Simple, smarter, and faster.

Wave for B2B Marketing

Wave Analytics, prebuilt for your B2B marketing needs

Introducing Wave for B2B Marketing, advanced analytics for the data-driven marketer. Wave for B2B Marketing provides powerful out-of-the-box dashboards to instantly view and report on metrics, share insights with teams, and take data-driven actions to improve marketing effectiveness.

 

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* Indicates pilot feature

Salesforce Inbox

Favorite Features: Get smarter and more predictive about your customers.

Activity Intelligence**

Automatically capture every customer touchpoint in Salesforce

Activity Intelligence automatically captures all emails and events in Salesforce, allowing reps to focus more on selling and building customer relationships. It is also easier to sell collaboratively because Activity Intelligence provides context for your entire team, giving them the information they need to help close deals and delight customers.

Support for Custom Objects

Get quick access to custom objects on every email

For customers that have customized Sales Cloud, now it's easy to access custom objects from your inbox, allowing you to log emails, get CRM context, and update data with fewer clicks.

Favorite Objects

Customize Salesforce Inbox to fit your unique workflow

With Favorite Objects, now you can customize Salesforce Inbox to match your own unique workflow. Select the Sales Cloud objects that are most relevant to you — for example, Leads, Contacts, Opportunities, and Custom Objects — and Salesforce Inbox will intelligently recommend relevant CRM records when you are logging emails or getting context for an email reply.

Record Search

Quickly find records to streamline email logging

Using Record Search, Salesforce Inbox users can now log every email exactly where it needs to go. Whether you're corresponding with your manager about a deal or emailing a channel partner, you can log the message by searching for the exact CRM record you want. Stop wasting time searching for emails and organize your email life with record search.

Salesforce Email Templates

Send rich-text Salesforce email templates from your inbox

Salesforce Inbox now allows you to send emails using the email templates built into Sales Cloud. Embed high-impact sales collateral in all of your follow-up emails. Eliminate clicks from your workflow with dynamic email fields like Account Name and Contact Name. And share best practices so your whole team can sell smarter.

 

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** Indicates beta feature

Service Cloud

Favorite Features: Connect to your customers in a whole new way.

Lightning Open CTI

The power of CTI, now available in Lightning

Open CTI is now available in the Lightning experience. Seamlessly integrate your third-party computer-telephony integration (CTI) system with Salesforce. Lightning Open CTI makes it easier to connect agents with customers and resolve issues faster.

Instagram Social Customer Service

Deliver service on your customer’s favorite social channel

Deliver customer service on the channels your customers prefer — now including Instagram. Connect your Instagram account directly to Service Cloud, track cases, and respond directly to customers.

Instagram Hashtag Monitoring

Listen and respond across conversations on Instagram

Listen to any hashtag in comments or posts across Instagram. Automatically create cases in Service Cloud based on the hashtags you filter for, and allow agents to respond directly to those customers.

Field Service Lightning for Communities

Easily track appointments and work orders from the community

A Lightning Field Service Community provides customers with the ability to instantly schedule the in-person support they need. Requests are intelligently routed to field service personnel to optimize workloads, and work orders can easily be managed from the community to give customers and service personnel a central point of contact.

Advanced Work Order Management

Unlock productivity with new ways to schedule, track, and report on work orders

Make work orders to work for you. Advanced Work Order Management delivers a whole suite of enhancements like work order templates, new customer report types, and Chatter notifications. These standard objects are available in Lightning and the Salesforce1 Mobile App to make it easy for your organization to deliver a connected service experience for every customer.

 

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Marketing Cloud Einstein
Marketing Cloud Einstein

Favorite Features: Build 1-to-1 customer journeys.

Favorite Features: Build 1-to-1 customer journeys.

Predictive Scoring

Score every customer’s likelihood to engage

Predictive Scoring uses machine learning to automatically assess and predict each customer’s likelihood to engage with your brand, from their likelihood to open or click an email, unsubscribe from your list, or make a purchase. And with detailed analysis, view the true factors driving each action so you can make smarter, more informed decisions.

Journey Builder in Lightning

Now it’s even easier to build 1-to-1 journeys

Journey Builder has an entirely new and improved user experience making it even easier to build 1-to-1 journeys. Marketing Cloud Lightning enhancements include a simplified dashboard and canvas with point-and-click configuration, consolidated actions, and improved colorful navigation. Now you can also conveniently select an audience or list to launch journeys faster than ever.

Marketing Cloud Mobile App Email Sends

Now you can send email on the go, directly from your smartphone

Marketing Cloud mobile app customers can now send Content Builder emails and status-approved emails from their iPhone or iPad. This new feature uses a mobile-optimized send flow that enables customers to select an existing email, edit the parameters, and send directly from the app. How’s that for productivity on the go?

Facebook Advanced Match for Advertising Studio

Increase the advertising match rate of your customer data using new attributes

Facebook Advanced Match for Advertising Studio allows brands to target using both primary identifiers like email and mobile phone numbers as well as secondary categories like name, geography, age, and gender. It is especially powerful for B2B and financial services advertisers who can now use all of their CRM data in Sales Cloud to target ads.

Email Studio Mobile-Optimized Templates

Create emails that look great on any device

The new mobile-optimized email templates in Content Builder allow users to create beautiful-looking emails from several of the most common layouts. The emails will look great on any device and provide a starting point for all marketers looking to improve their email design.

 

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App Cloud Einstein
App Cloud Einstein

Favorite Features: Connect to your customers in a whole new way.

Favorite Features: Connect to your customers in a whole new way.

Lightning Navigation and Customization

Get to your apps quickly with fewer clicks.

Now you can be more productive than ever with new Lightning Navigation and Customization. With the Navigation bar, App Launcher, in-app AppExchange experience, and Lightning apps, you can now customize each user’s experience and quickly find all your apps.

Lightning Mass Actions

Save time by selecting multiple records from list views.

Get your work done faster — select multiple items at once from a list view in the Lightning experience.

Lightning Developer Experience

Build faster with a new set of standard Lightning components

Developers can build faster with a new set of standard Lightning components and powerful productivity features provided by the Lightning Data Service. Create new, modern user experiences more easily and faster than ever before.

Lightning Login

Improve usability while enhancing security

Passwords are a pain. Lightning Login allows you to log in with your mobile device. Just tap your username and provide your thumbprint for security and you’re in. No more typing long cryptic passwords.

Apache Kafka on Heroku

Building the foundation for a new generation of intelligent apps, optimized for developers

Apache Kafka on Heroku, a streaming data service optimized for developers, provides the foundation for a new generation of intelligent applications. With Apache Kafka on Heroku, App Cloud developers can capitalize on millions of transactions, billions of events, or trillions of interactions to deliver an engaging customer experience. Apache Kafka on Heroku is built for social, mobile, and IoT speed and scale of streaming data that is highly performant for real-time use cases.

 

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Analytics Cloud

Favorite Features: Get smarter about your customers.

Wave for Sales 2.0

Actionable analytics for Sales Cloud customers

Wave for Sales is natively integrated with Sales Cloud and comes with predefined accelerator templates, customized for every sales user. Reps, managers, and executives can now view key opportunity insights, track activities, and manage sales performance to increase productivity and boost relationships with customers and prospects. And sales users can instantly take action on opportunities right from within Wave for Sales, making them more productive than ever.

Enhanced Flex Dashboard Builder

Build beautiful Wave dashboards with clicks, not code

Customers can now create beautiful, customizable Wave dashboards with clicks, not code. All users can surface complex, analytical insights and embed smart alerts across every dashboard widget to stay up to date on their most important business metrics via instant email and push notifications. Now, building Wave charts, tables, and filters is easier than ever.

Trend in Wave

Trend any Salesforce report to Wave

Trend in Wave, the newest addition to Wave Analytics, is the easy-to-use feature that allows users to snapshot any Salesforce report to Wave at the click of a button. See how your report changes over time, slice and dice and drill down to uncover new insights within your Salesforce data. Save time and improve data quality by no longer exporting reports from Salesforce to do analysis outside of Salesforce in other tools.

Wave on Lightning

Easily embed Wave into every Lightning application

Embed Wave into the Lightning experience to create analytical applications for any device. Wave components are natively integrated into the Lightning App Builder with drag-and-drop functionality, making it easier than ever to integrate Wave into Lightning home pages, record pages, and app pages. Users now have access to enriched analytical insights across every device.

Wave on Android

View Wave Analytics dashboards from your Android mobile device

The Wave Android app allows you to view Wave Analytics dashboards from your Android device so you can run your business from your phone. You can now stay more connected to your business than ever before with the ability to access insights while on the go.

 

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Community Cloud

Favorite Features: Connect to your customers in a whole new way.

Themes in Lightning Communities

Customize the look and feel of your community with ease

Now you can create and apply a custom community theme to match the look and feel of your brand. Easily toggle between themes in the Lightning Community Builder to instantly deploy visually stunning user interfaces to capture user attention.

Lightning Partner Communities

Deliver the tools partners need to sell faster than ever before

Quickly launch a Lightning Partner Community to give partners the tools they need to sell faster with Community Templates. Easily drag and drop dashboards and reports into the community to give partners a 360-degree view of their business. Help partners accelerate sales by guiding them through your sales process with a customizable sales path.

Lightning Field Service in Communities

Empower customers to schedule in-person support from a community

Lightning Field Service in Communities provides customers with the ability to instantly schedule the in-person support they need. Requests are intelligently routed to field service personnel to optimize workloads, and work orders can easily be managed from the community to give customers and service personnel a central point of contact.

Chatter Live Feed

Accelerate productivity with real-time communication

Chatter’s gone live! See posts in real time in group feeds. View in-line notifications to stay on top of the latest posts. Accelerate innovation and increase productivity through real-time communication in the Lightning experience.

Lightning Bolt

Leverage Lightning Bolt Solutions to launch a new community

Lightning Bolt accelerates new deployments of communities by giving partners the ability to reuse customized Lightning Solutions. This highly demanded feature helps partners reduce the development resources needed to build new communities and lower costs for their clients.

 

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Industries

Favorite Features: Connect to your customers in a whole new way.

Financial Services Cloud

Health Cloud

Lightning Client and Household Profiles

Out-of-the-box customization with Lightning App Builder

All financial services firms run their businesses differently. With Lightning App Builder-enabled profiles, you can now customize your client and household views with drag-and-drop configuration. Highlight the exact information your advisors need to drive stronger client relationships and ensure seamless data integration with an enhanced API.

Wave for Financial Services Cloud

Turn your client data into actionable insights

Now you can take action at the point of insight. With Wave for Financial Services Cloud, you can empower your advisory teams to analyze their book of business from the insight out. Increase productivity with embedded Wave dashboards and instantly measure client goals to help keep them on track.

Care Plan Templates

Save valuable time with customizable care plan templates

Simplify care team workflows by starting with care plan templates. Create or purchase templates from leading content providers that can be customized and applied to patients. Goals, problems, and tasks can be automatically generated, so you can easily guide patients along their care journey.

Telehealth for Health Cloud

Connect patients and care teams with two-way video

The telehealth solution for Health Cloud is a premium add-on that allows patients to connect with their care team in real time through two-way video, screen share, and annotation. Embed in any mobile app to give patients access to care anywhere. And with Health Cloud, care teams have patient information at their fingertips to give contextual care.

Financial Services Cloud

Lightning Client and Household Profiles

Out-of-the-box customization with Lightning App Builder

All financial services firms run their businesses differently. With Lightning App Builder-enabled profiles, you can now customize your client and household views with drag-and-drop configuration. Highlight the exact information your advisors need to drive stronger client relationships and ensure seamless data integration with an enhanced API.

Wave for Financial Services Cloud

Turn your client data into actionable insights

Now you can take action at the point of insight. With Wave for Financial Services Cloud, you can empower your advisory teams to analyze their book of business from the insight out. Increase productivity with embedded Wave dashboards and instantly measure client goals to help keep them on track.

Health Cloud

Care Plan Templates

Save valuable time with customizable care plan templates

Simplify care team workflows by starting with care plan templates. Create or purchase templates from leading content providers that can be customized and applied to patients. Goals, problems, and tasks can be automatically generated, so you can easily guide patients along their care journey.

Telehealth for Health Cloud

Connect patients and care teams with two-way video

The telehealth solution for Health Cloud is a premium add-on that allows patients to connect with their care team in real time through two-way video, screen share, and annotation. Embed in any mobile app to give patients access to care anywhere. And with Health Cloud, care teams have patient information at their fingertips to give contextual care.

Cloud Services

Favorite Features: Help your customers achieve targeted business value faster.

Signature Success Plan

Ensure operational excellence so you can focus on innovation

The Signature Success Plan combines a high-touch team of Salesforce experts and the right proactive and prescriptive services to achieve business value faster. Designated Regional and Technical Success teams and a dedicated Global Success Lead will work across your entire global organization to maximize Salesforce performance and value.

New Accelerators for Every Cloud

Get maximum value from Salesforce faster with expert guidance by your side

With 15 new Accelerators, specialists will help you with everything from getting started with Sales Cloud, managing data quality, to driving sales through Sales Leaderboard. Whether you need best practice guidance or help configuring and setting up a new feature, an expert can save you hours of research and recommend the best possible approach customized for your business.

Premier Success Plans

Drive greater adoption and implementation success

Premier has extended its portfolio to Salesforce CPQ & Advertising Studio and increased its features, so you get even more business value out of your Salesforce platform. Premier Success Plans provide the right combination of training, support, and access to certified experts.

Prepare for Salesforce Releases

Explore highlights from the Summer ’16 release and craft your own release strategy.

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Resources

Learn more about the Winter ’17 release

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