Marc Baizman presents summer 20 Salesforce release highlights to #SFWelly salesforce Wellington trailblazer community group July 2020

1. Stuff I’m Excited About
Coming in Summer ‘20
@mbaizman | mbaizman@salesforce.com
Marc Baizman, Senior Admin Evangelist

2. Stuff I’m Excited About
Coming HERE in Summer ‘20
(We are LIVE as of last weekend!!!)
@mbaizman | mbaizman@salesforce.com
Marc Baizman, Senior Admin Evangelist

3. Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other
operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue
growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the
Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The
achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if
any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical
events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to
be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of
our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from
significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to
avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure
providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to
expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual
property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from
strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market
conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully
integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets
Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our
brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and
those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances;
the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term
loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes
with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s
website at www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

4. Agenda
Cool Stuff for Users Cool Stuff for Admins Release Resources

5. Split View on Objects
Assign Tasks to Queues on a Record
Kanban Key Fields and Celebrations
Report Subscriptions with Attachments
Einstein Search (Beta)
Mobile Enhancements
Lightning on iPad Safari
Cool Stuff for End Users

6. Split view for Standard Navigation
Split view is great for going
through records in sequence,
or for quickly skimming
through a set of records.
Quickly scan your list of
opportunities and see which
ones need attention first. No
more navigating back and forth
between your list and your
records.
The split view panel is
collapsible for extra flexibility.
Work Through Lists With Ease Using Split View for Standard Navigation

7. Task assignments to a queue via Quick Actions
Tasks can now be assigned to queues
using the ‘New Task’ activity action
while on record pages or using the
‘New Task’ global action.
Users no longer have to navigate to
the Tasks tab in Lightning to create
tasks assigned to a queue.
They can continue to be on the record
or page they are on and create tasks
using activity actions on the record or
via a quick action from global actions.
Get more done in Lightning with fewer clicks

8. Get more done from Kanban view
Kanban users can now view key
information without having to click
into records, so they can be more
productive.
Display up to five key fields to focus
users on the most important
information.
At each step on the path, help users
succeed with step-specific guidance,
such as tips, links, and company
policy information.
Kanban Key Fields & Guidance

9. Report Subscription Attachment (Excel, CSV)
User can
choose to
attach a file
as part of
Report
Subscription
User has
option
between
formatted
excel or
details only
CSV for file
attachment

10. Salesforce Mobile App - New in Summer ‘20
Making end users more productive
Personalize Your Navigation
Reorder the navigation menu from your device for
easier access to your top items
Share More Links
Share a link to any list, app, or record page
Search Enhancements
Narrow your searches by object type. All Lists pages
are now searchable (both iOS and Android)
View All Lists - now on Android!
Android users can now view all their lists from
Object Home.
Universal Links (iOS only)
Links to the Salesforce app go directly to the page
Context Menus (iOS only)
Preview a record page in your search results or list
view using a long press

11. Lightning Experience on iPad Safari
Full Desktop Experience
Access the full Lightning
Experience on iPad Safari browser
Easy to Use
No training required since it’s the
same desktop experience
Enabled by default with iPad OS
and Safari
Other browsers on iPads or
Android Tablets will not see the
Lightning Desktop experience by
default.
Optimize user engagement and productivity on the go

12. What do you want to see?
https://bit.ly/sfwelly

13. Live Demo of End User Coolness!

14. Cool Stuff for Users Cool Stuff for Admins Release Resources

15. Optimizer is an App
Dynamic Forms (Preview) and Dynamic Actions (Beta)
Flow Improvements
“My Salesforce Trust Monitor” Salesforce Labs AppExchange
App
Release Updates in Setup
Minimum Access Profile
Cool Stuff for Admins

16. Interactive App simplifies consuming and acting on recommendations and saves time
Speed up org maintenance with the Optimizer App
Personalized and actionable
recommendations
Increase feature awareness, improve
productivity and simplify maintenance.
“Scan completed” notification
Lets you know results are ready to view.
Same great insights
Most of the metrics that were part of
Salesforce Optimizer PDF report are available
in the App

17. Optimizer: Save time getting to recommendation details
No more scrolling through hundreds of pages to
get to recommendation details - get there
quicker with feature summaries and sorting.
Console navigation shows split view when a feature is
clicked and “View in Setup” makes it easier to dive right into
the details and act on a recommendation

18. Break Up Your Record Details with Dynamic Forms
Instantly Upgrade Page Layouts
Break up the page or place sections and
fields across multiple tabs!
Create Dynamic Page Layouts
Use visibility rules to show and hide field
sections.
Deploy and manage pages more
easily
Reduce the number of page layouts &
provide single activation
Improve page loading times
Put fields in accordion components or tabs.
Non-GA Preview in Summer ’20 for custom objects only

19. Dynamic Actions for Custom Objects (Beta)
Simplified configuration
Configure actions right from within the Lightning
page.
Conditional visibility
Add new filter criteria for when these actions
should appear.
Profile specific actions
Easily configure actions that should show up for a
specific sets of users without having to create a
brand new page layout.
Context-based actions
Need different actions based on the stage or step
of a process? Use dynamic actions to create
dynamic actions experiences to streamline user
productivity and simplify your pages
Configure highlights panel actions from within Lightning App Builder

20. Admin Highlights:
Triggers on record change and
Platform Events (after save)
Track the usage of your org’s screen
flows
Configure loops easier with guidance
Pass all record field values into your
flow
Troubleshoot with enhanced
debugging tools
Flow Builder in Summer ’20: Innovate Fast!
Questions? Post in the Release Readiness Group in the Trailblazer Community!
Your go-to tool for both behind-the-scenes automation and screen flows

21. Labs App: My Salesforce Trust Monitor
AppExchange App to monitor
trust.salesforce.com
Easy to track multiple orgs/instances
https://appexchange.salesforce.com/a
ppxListingDetail?listingId=a0N3A00000
FN7g0UAD

22. What do you want to see?
https://bit.ly/sfwelly

23. Live Demo of Admin Coolness!

24. Cool Stuff for Users Cool Stuff for Admins Release Resources

25. Release Resources
❏ What’s New in Summer 20:
http://sforce.co/learnmoar
❏ Trailhead Live: Release Best Practices:
https://trailhead.salesforce.com/live/videos
/a2r3k000001WFUQ/admin-best-practices-r
eleases/
❏ Release Notes (“all the gory details):
https://releasenotes.docs.salesforce.com
❏ Release Website:
https://www.salesforce.com/releases/
❏ Trailhead: Prepare for Releases Trail:
https://trailhead.salesforce.com/en/content/lear
n/trails/sf_release_prep
❏ Salesforce Admins Blog:
https://admin.salesforce.com/blog#/salesforce-releases

26. Cert Giveaway
Turning it back to Anna!