Salesforce for Intranet & New Extensions Customer Webinar January 20th, 2015

Raoul Lake Sales Director

Financial Services, Real Estate & Non-profit

Dorothee Clauss Sales Engineer

Financial Services, Real Estate & Non-profit

Speakers

Objectives & Agenda

 Objective: •  Understand how you can use Salesforce as part of your intranet strategy •  Leverage what you already have licensed today for intranet •  Learn about advanced capabilities for a sophisticated intranet strategy

 Agenda •  Importance of an intranet •  Salesforce perspective - Employee Communities •  Demo - Basic & Advanced Intranets •  Other Extensions – Event Monitoring, Process Builder, Lightning Connect •  Summary •  Q&A

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This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

The Customer Success Platform  Connect with your customers in a whole new way

Sales Service

Marketing

Community Apps

Analytics

Importance of an Intranet Every organisation needs one

 An Intranet is an organisation-wide resource containing content and tools for employees

 Purpose •  Share corporate information •  Foster Collaboration •  Enable Business Process

 HUGE Productivity Enabler •  Enables employees to carry out their work efficiently and effectively •  Reduces cost of doing business by enabling work tasks to be carried out at speed •  Facilitates collaboration across functional and geographic silos •  Provides access to specialist resources and content •  Automates routine tasks

The 4 C’s of Communities

Example Uses for an intranet

 Policies & Procedures  File publishing & sharing

 Employee directory & profiles  Corporate news & announcements

 Training resources  Certification tracking  Events calendar

 Expert knowledgebase  Travel bookings and approvals

 Corporate dashboards  Performance management  Benefits & pay information

 Log Tickets – IT, HR, Legal, Procurement, etc  Lists of accredited suppliers

 Affiliate & partner organisations  Travel approvals

 Best practice processes  Customer stories

 Candidate employee referrals  Employee recognition

 Social groups  Foundation volunteering

 Product collateral  Industry information & trends

 

Connected Companies are More Successful

Corporate Intranets Today

$2 Billion per year spent on legacy intranets.

Gartner Forecast Enterprise Software Markets 2010 to 2017 1Q13 3.29.13

Static Files

Not Conversations

Yesterday’s Documents

Not Real Time

Company News

Not Relevant to Me

Directories

Not Profiles

Links

Not Apps

Desktop

Not Mobile

Mobile Changed How We Live, But Not How We Work

Corporate Updates Access to Experts Secure Files Employee Network Business Apps Enterprise Search

Your Company Life

News Recommendations Personal Files Social Networks Apps Search

Your Personal Life

Your work email is lonely

The Evolution of Technology That Led to Communities

  WEBSITES

A secure space to share information

Content is static and hard to find

UI is old and hard to navigate

Does not work on mobile/tablet

A place to browse content

No personalization/relevancy

Cant take action or run a business process

Creates siloed information

Collaboration with multiple users

Disconnected from business processes

Cant take action directly

Creates siloed information

 PORTALS

Enterprise Content Collaboration

  MOBILE & SOCIAL

Employee Communities

 A platform for revolutionizing how employees connect in real-time

4 Years of Major Product Innovations Every 4 Months

Salesforce1 Platform Services Force.com Heroku Wave

Spring ‘12 – Winter ’13 Spring ‘13 – Winter ‘14

Groups, Feed, Files Collaborate on Transactions

Answers, Ideas, Content Chatter Desktop Trending #Topics Dashboard Alerts

Chatter Activity Statistics Criteria Based Filters Recommendations Private Messages

Approvals in the Feed Customer Groups

Chatter Mobile

Winter ‘11 – Winter ‘12

Chatter Influence Chatter Messenger Chatter Quick Start

Bookmarks Polling

Rich Link Previews Influence Configuration New Chatter Desktop New Chatter Mobile

Un-Follow Automation Communities (Pilot)

Brandable Login (Pilot) Chatter Connect (Pilot)

Spring ‘12 – Winter ‘13

Badges and Goals Salesforce Canvas Social Intelligence

Chatter Topics Topics Network

Publisher Actions Files Connect (Pilot)

Federated Search (Pilot) Files Sync (Pilot)

Communities Site.com CMS Integration Communities Moderation Communities Branding

Spring ‘13 – Winter ‘14

13

Topic SME Endorsements Topics on Objects

Knowledgeable on Profiles 3rd Party Apps in Chatter Mobile Publisher Actions Profile Based Rollouts

Hidden / Unlisted Groups File & Audit Moderation Community Templates Community Reputation Engagement Console

Community Designer (Pilot) Files Connect (GA)

Spring ‘14 – Winter ‘15

Deliver Your Mobile Company Community Faster

Give employees all the information they need on any mobile device

Build enterprise apps built with clicks and code

Run on any device with HTML5

Localize feeds and experiences with geo-location and native phone data

End-to-end security

Mobile Productivity

+29%

Native / Hybrid / HTML5 Drag and drop development Rich SDK Comprehensive APIs Authorization with OAuth 2.0 Security Policies and Identity Geolocation Offline cache Mobile Communities

Increase Collaboration with Every Employee on Chatter

Consume updates and take action

Make business processes social

Stay abreast of updates, anywhere

+31% Fewer Meetings

Drive productivity by getting work done right in your feed

Discover Experts with Social Profiles and Real-Time Feeds

Build employee social profiles and collaboration groups around key influencers

Track and follow trends, people, and information in one central feed

Get answers and support from everyone in the company

Drive productivity by getting the right information to the right people faster

View, Share, and Sync Files From Any Device

made social

synced everywhere

files and knowledge articles

Files are integrated into your business processes

Frictionless file sync & sharing across devices

Access files from across repositories

Trusted security of salesforce.com

+31% Less Email

Consume, Share and Edit the Latest Files, Wherever You Are

Manage Websites and Content On A Single Platform

Manage and edit content libraries without code

Build pages quickly with drag and drop

Integrate employee generated files, applications, and social feeds

Build, publish, and maintain internal content with point and click technology

Control Access, Single Sign-on, and Sharing with Identity

social automate administrate

trust

single sign-on and user management

Centralized access management and user provisioning

Control data and app access by role or profile

Fully customizable identity management built on open standards

One single login for all your employees’ cloud apps

Employees Access All Your Apps within the Same Platform

Build custom apps for your employees

Over 3 million custom apps

1800+ applications on AppExchange

Quickly deploy and integrate any employee app to your intranet

DEMO: Basic Intranet

 Basic Intranet •  Publish/access files (eg. polices & procedures, product sheets, corporate information) •  Collaborate on files and custom topics (eg. topics, •  Log/manage tickets (eg. HR, IT, Legal, Procurement)

•  Provide basic Self-Help

 Salesforce Intranet Capabilities •  Files •  Chatter •  Universal Search •  Cases

•  Identity, for Single-sign-on

DEMO: Advanced Intranet

 Advanced Intranet •  Automate basic business processes – eg. track training & compliance, forms, approvals •  Publish Corporate Metrics •  Self-Help •  Performance Management •  Single Sign-on

 Salesforce Intranet Capabilities •  Access Sharepoint & Other Repositories

•  Self-Help

•  Forms •  Process Orchestration •  Single-sign-on •  Work.com •  Dashboards & Reports

DEMO - Intranet

   

Many Design Approaches

Extend to Complete Employee Orchestration

EXTENSIONS 1) Event Monitoring 2) Process Designer 3) Lightning Connect

Event Monitoring Visibility into user actions and behavior for every Salesforce application

Support Provide better, data-driven support for your end users Audit Improve the security of your data Optimize Fine-tune your application portfolio and business process

How Does It Work?

•  Analyze the data –  Use any analytics tool –  Leverage pre-built integrations

with AppExchange partners –  Option to export to CSV file

•  Take Action –  Improve app performance –  Initiatives to increase adoption –  Modify governance policies –  Automation using triggers and

workflow

1 2 3 •  Capture Data –  28 event types captured –  30 days of events retained –  One day lag from event

occurrence to when it is available in the API

Process Builder Automate your business. Faster.

Simple: Design with point & click simplicity Powerful: New Actions with the power of code Flexible: Match the way your business works Visual: View & Collaborate on your process

Super Powers for Admins Process Without Programming

•  Built for all Admins - from beginners to advanced

•  Easy edit lets users respond quickly

to business changes •  Creates a shared canvas for IT and

the Business to collaborate

Needs updated screenshot

Add powerful actions with a

single click

DEMO – Process Builder

What if you could easily create real-time integrations to any data source in minutes?

Salesforce1 Lightning Connect

Fast Point and click integration in minutes Real-time External data by reference – not copied Extensible The full power of Salesforce1 Platform behind external data

The fastest, easiest way to integrate any data source with Salesforce

External Data Sources

Salesforce Apps

(Custom adapters)

C O N N E C T

Salesforce1 Lightning Connect: How it Works

OData Connector

SUMMARY

Determining Licence Type Capability  Matrix  (simplified)  

Base  Employee  Enablement   CRM  &  Applica<on  Objects   Tickets  &  Self-­‐Help   Extensions  

Salesforce  Licence  Type:   ChaFer   Files  &  Content  

Ac<vi<es  &  Tasks  

Business  Process  

Account  &  Contact  

Sales  &  Marke<ng   Custom   Case  

Object   Knowledge   Files  Connect  

Lightning  Connect  

Event  Monitoring  Work.com  

ChaFer  (free)   ü ü ü $   $  

ChaFer  Plus   ü ü ü ü $   $   $   $  

Employee  Help  Desk  Only   ü ü ü ü R.O.   2   ü R.O.   $   $   $   $  

Employee  Communi<es   ü ü ü ü R.O.   10   ü R.O.   $   $   $   $  

Force.com  EE/UE/PXE   ü ü ü ü ü 200/2000/2

000   R.O.   $   $   $   $  

Sales/Service  Cloud  PE/EE   ü ü ü ü ü ü 50/200   ü $   $   $   $   $  

Sales/Service  Cloud  UE   ü ü ü ü ü ü 2000   ü $   $   $   $   $  

Sales/Service  Cloud  PXE   ü ü ü ü ü ü 2000   ü ü $   $   $   ü

Key to Success: Top Design & Architecture Considerations

ü  One Integrated Collaboration Network (Engaged Employees + HR teams)

ü  Social Intelligence (Information & Expertise Discovery)

ü  One Federated Search (Quick Information Discovery)

ü  Collaborative HR Support Processes (Employee Journey)

ü  Collaborative & Integrated Knowledge (Case Deflection)

ü  One Stop Hub for Information (Usability & Efficiency)

ü  One Security & Sharing Architecture (Personalization)

ü  Seamless Integration to HR Support & HCM Apps (Easy Data Access)

ü  Mobility first (Access on the Go)

ü  Social Engagement & Motivation (Satisfied Employees + HR Teams)

ü  Social & Engagement Analytics (Continuous Improvement)

Webinar Summary

 One place to work  Set up effort easy and quick  We have done and continue to do all heavy lifting in technology innovation •  3 releases a year •  You focus on leveraging that for your business •  AppExchange Apps – eg. Silverline, Watercooler

 Leverage your investment •  You have it today for existing salesforce users (Sales/Service PE and above, Force.com) •  Can extend across the whole enterprise for low cost using Employee Communities •  Automate standard processes •  Access external content

Thank You Q & A