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Release Spring ‘22
French Gathering
Martin Lezer
(Bordeaux - User Group
Hugo Rosario
(French Riviera - User Group)
Simon Lafont
(Montpellier - Admin Group)
Julie Boncour
(Nantes - Admin Group)
Jean-Michel Mougeolle
(Paris - Admin Group)
Yosra Saidani
(Paris - WIT Group)
Thierry Trouin
(Toulouse - User Group)
Benjamin Serra
(Montpellier - Admin Group)
Frédérique Mounier
(Lyon - Admin Group)
Doria Hamelryk
(Paris - WIT Group)
Fabien Taillon
(Paris - Developer Group)
031621
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, earnings per share, operating cash flow growth, operating margin improvement, expected
revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased
intangibles, shares outstanding, market growth, environmental, social and governance goals, expected capital allocation, including mergers and acquisitions (such as the
proposed acquisition of Slack Technologies, Inc.), capital expenditures and other investments, expectations regarding closing contemplated acquisitions and contributions
from acquired companies. 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 it makes. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with
the Securities and Exchange Commission, including, but not limited to: risks associated with our ability to consummate the proposed Slack Technologies, Inc. transaction
on a timely basis or at all; our ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the proposed
transaction; the impact of Slack Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it more difficult to
maintain business and operational relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and
resulting economic downturn and market volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the
resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; our ability to secure
and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform providers; 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; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau; regulatory
developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any
efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic
partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our business; our ability to execute our
business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing
services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our international expansion
strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our dependency on the development and
maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict,
our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our
investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands;
the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in connection with potential jurisdictional
transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and lease obligations.
Forward-Looking Statements
Enable teams quickly with In-App Guidance
Enhancements.
With new In-App Guidance Enhancements,
enable teams quickly by creating prompts and
walkthroughs that are now global to your entire
org or app, or for a page. Add images to
prompts via a URL.
Business User
Business User
Available using Single Prompts within Platform or Walkthroughs within
myTrailhead.
Learn More
Qu’est-ce que le MFA ?
● Le « Multi-factor authentification » (MFA) au « Authentification multi-facteurs » en
français permet d’accroitre la sécurité des comptes utilisateurs en les protégeant des
menaces les plus communes (phishing, piratage de compte etc)
● Le MFA requiert que les utilisateurs fournissent au moins deux preuves (facteurs) de
leur identité :
➢ Ainsi, même si le mot de passe de l’utilisateur est volé il est très peu probable que la
personne ayant volé le mot de passe puisse obtenir le second facteur
Les outils MFA pour Salesforce
Quels changements pour les utilisateurs ?
● Les utilisateurs pourront toujours continuer à accéder à Salesforce normalement
après le 1er février 2022 et cela même si le MFA n’est pas activé sur l’environnement
Salesforce
● Cependant, si le MFA n’est pas activé avant le 1er février 2022 vous ne serez plus en
conformité
● Les utilisateurs externes ne sont pas concernés par le MFA. Ils peuvent être
identifiés grâce à leur licence :
○ Community licences : External Apps, Customer Community, Customer
Community Plus, Partner Community, Channel Account
○ External Identity Licence
○ Employee Community Licences
Quels changements pour les utilisateurs ?
Une fois le MFA activé, l’utilisateur verra l’écran ci-contre à sa
première connexion. 2 possibilités :
● Si il dispose de l’application Salesforce Authenticator, il pourra
alors suivre les instructions pour se connecter
● Si il dispose d’un autre outils de MFA, il pourra cliquer en bas de
page sur « Sélectionner une autre méthode de vérification »
Quelles actions pour l’administrateur ?
● L’activation du MFA se fait dans les « Autorisations Système » (General User Permissions)
des profils Salesforce
● Les « Autorisations Système » ne peuvent pas être modifiées sur les profils standards
● Deux options pour attribuer l’autorisation :
○ Option 1 (option recommandée) : Créer un ensemble d’autorisation et l’attribuer à tous les
utilisateurs internes
○ Option 2 :
■ Cloner le profil standard, faire la modification d’autorisation et attribuer le profil aux bons utilisateurs
■ Pour les profils personnalisés, modifier chacun des profils
Salesforce Authenticator : enregistrement de
l’application
Salesforce Authenticator : enregistrement de
l’application
Improved OAS 3.0 Support in
External Services.
With External Services: OAS 3.0 Support,
External Services now supports registration of
OpenAPI 3.0 specs. Admins can now to
register more high-value third-party APIs with
expanded OpenAPI schema support.
Available with the purchase of Enterprise Edition, Unlimited Edition,
Performance Edition, Developer Editions.
Admin
Admin
Learn More
Do more with native device capabilities for
Lightning Web Components.
Add native device capabilities with Lightning
Web Components (LWC) Mobile
Enhancements. Developers can now access
the mobile device camera, GPS, geofencing,
contact information, and more from within a
mobile LWC.
Available with standard platform license types for Salesforce-built
mobile apps.
Developer
Watch Demo Learn More
Flexible, usable security for Lightning Web
Components.
Lightning Web Security is a new client-side
security architecture for Lightning Web
Components (LWC), defined by fewer
restrictions and more functionality. It provides
strong sandboxing and a security posture to
enforce namespace isolation, enabling
developers to create dynamic experiences
without compromising on security.
Available for any edition with access to Lightning.
Developer
Watch Demo Learn More
Available for any edition with access to Lightning.
Simplify how teams write, read, and maintain UI
tests.
The UI Test Automation Model enables front-
end development teams to create more
durable UI tests with a language-agnostic
framework. Using a new JSON grammar and
pre-built Page Object library, teams now have
a simpler, more scalable framework for writing,
reading, and maintaining their UI tests.
Developer
Learn More
Deeply tailor the Lightning UI with custom CSS
properties.
Lightning Design System: Styling Hooks
enable developers and UX designers to use
custom CSS properties to easily customize the
Lightning UI and deeply reflect their brand.
Available for any edition with access to Lightning.
Designers
Watch Demo Learn More
CONFIDENTIAL & RESTRICTED
DEMO
Pipeline Inspection
CONFIDENTIAL & RESTRICTED
Understand Deal Health with Deal Insights
As a sales manager, I want to understand if
there are risk factors I don’t know about,
such as deals not progressing appropriately,
not enough customer engagements, or the
correct people not involved.
Understand recent activities and
conversations and discover if deals are on
track or need attention and quickly reach out
to team members or create a task.
Select the Einstein atom icon to open the
side panel.
Get a consolidated view of deal health and see what deals need attention
Enterprise
Edition with
Revenue
Intelligence
add on
Unlimited/
Performance
Edition only
CONFIDENTIAL & RESTRICTED
Inline Editing
Update opportunities to capture follow-ups and communicate progress to others.
As a sales rep, I can update Next Steps so my manager knows what I’m working on. As a
manager, I can quickly update Manager Notes to capture follow-ups from our 1:1 meetings.
Easily update key opportunity fields like Stage, Close Date, and Next Steps
Unlimited/
Performance
Edition only
Enterprise
Edition with
Revenue
Intelligence
add on
Unlimited/
Performance
Edition only
CONFIDENTIAL & RESTRICTED
Filter to see deals owned by your opportunity teams, territories, and territory teams
Filter by Teams & Territories
Now every member of the sales team
can track the progress of
opportunities in flight, so they have
greater visibility into their own deals
and their teammates’ deals.
Users can see all of the opportunities
they work on, even if they are not the
opportunity owner. So, for example, a
Sales Engineer can now track the
progress of deals where they are on
the opportunity team.
Unlimited/
Performance
Edition only
Enterprise
Edition with
Revenue
Intelligence
add on
Unlimited/
Performance
Edition only
Migrate to Flow (Beta)
The migrate to flow tool allows you to
automatically convert workflows into flows, the
tool recommended by Salesforce for
automation.
Salesforce has announced the end of support
for workflows and process builders.
You cannot convert workflows when they
contain :
● entry criteria with formulas
● a change of owner
● creation of a task
Available with any edition.
Admin
Admin
Learn More
DEMO
Migrate to Flow
Admin
DEMO
Flow Trigger Explorer
Admin
DEMO
Flow UI evolutions &
new features
Admin
Flow UI evolutions (just in case)
● Track flow in Browser Tabs
● Auto-layout is GA
● Connect element outside a loop
● Open subflow from the canvas
● Terminate a path within a loop
Learn More
Admin
Orchestrator (Generally Available)
● Orchestrate Multi-user Processes
● Customize Entry and Exit Conditions with Evaluation Flows
● Assign Interactive Steps to Groups or Queues
● Process Background Steps Asynchronously
● Trigger Your Orchestration from Custom Code
● Orchestration Debugging (Generally Available)
https://help.salesforce.com/s/articleView?id=release-
notes.rn_automate_orchestrator.htm&type=5&release=236
Business User
Business User
Business User
DEMO
Flow Orchestrator
Admin
Dashboard & reports
● Easily Find the Right Report Type for New Reports (Beta)
● Edit Multiple Fields Inline on the Report Run Page (Beta)
● Automatically Tune Your Dashboards to Your Business Goals
with Dynamic Gauge Charts (Generally Available)
● Enable Enhanced Folder Sharing (Release Update)
Easily Find the Right Report Type for New Reports
How: From Setup, in the Quick Find box,
enter Reports and Dashboards, and then
select Reports and Dashboards Settings.
Select Enable Recommended Report
Types (Lightning Experience only)
Enable Enhanced Folder Sharing (Release Update)
https://help.salesforce.com/s/articleView?id=sf.analytics_sharing_enable.htm&type=5
In order to enable Enhanced Folder Sharing before the Spring '22
release, follow these steps:
1. From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box.
2. Select Folder Sharing.
3. Select Enable access levels for sharing report and dashboard folders.
4. Click Save.
Edit Multiple Fields Inline on the
Report Run Page (Beta)
Automatically Tune Your
Dashboards to Your
Business Goals with
Dynamic Gauge Charts
(Generally Available)
DEMO
QUIZ TIME !
bit.ly/spring22fr
Thank You

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Spring '22 Release Notes - French User Groups

  • 2. Martin Lezer (Bordeaux - User Group Hugo Rosario (French Riviera - User Group) Simon Lafont (Montpellier - Admin Group) Julie Boncour (Nantes - Admin Group) Jean-Michel Mougeolle (Paris - Admin Group) Yosra Saidani (Paris - WIT Group) Thierry Trouin (Toulouse - User Group) Benjamin Serra (Montpellier - Admin Group) Frédérique Mounier (Lyon - Admin Group) Doria Hamelryk (Paris - WIT Group) Fabien Taillon (Paris - Developer Group)
  • 3. 031621 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, earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals, expected capital allocation, including mergers and acquisitions (such as the proposed acquisition of Slack Technologies, Inc.), capital expenditures and other investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. 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 it makes. The risks and uncertainties referred to above include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with our ability to consummate the proposed Slack Technologies, Inc. transaction on a timely basis or at all; our ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the proposed transaction; the impact of Slack Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; our ability to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform providers; 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; current and potential litigation involving us or our industry, including litigation involving acquired entities such as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our business; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and lease obligations. Forward-Looking Statements
  • 4. Enable teams quickly with In-App Guidance Enhancements. With new In-App Guidance Enhancements, enable teams quickly by creating prompts and walkthroughs that are now global to your entire org or app, or for a page. Add images to prompts via a URL. Business User Business User Available using Single Prompts within Platform or Walkthroughs within myTrailhead. Learn More
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  • 6. Qu’est-ce que le MFA ? ● Le « Multi-factor authentification » (MFA) au « Authentification multi-facteurs » en français permet d’accroitre la sécurité des comptes utilisateurs en les protégeant des menaces les plus communes (phishing, piratage de compte etc) ● Le MFA requiert que les utilisateurs fournissent au moins deux preuves (facteurs) de leur identité : ➢ Ainsi, même si le mot de passe de l’utilisateur est volé il est très peu probable que la personne ayant volé le mot de passe puisse obtenir le second facteur
  • 7. Les outils MFA pour Salesforce
  • 8. Quels changements pour les utilisateurs ? ● Les utilisateurs pourront toujours continuer à accéder à Salesforce normalement après le 1er février 2022 et cela même si le MFA n’est pas activé sur l’environnement Salesforce ● Cependant, si le MFA n’est pas activé avant le 1er février 2022 vous ne serez plus en conformité ● Les utilisateurs externes ne sont pas concernés par le MFA. Ils peuvent être identifiés grâce à leur licence : ○ Community licences : External Apps, Customer Community, Customer Community Plus, Partner Community, Channel Account ○ External Identity Licence ○ Employee Community Licences
  • 9. Quels changements pour les utilisateurs ? Une fois le MFA activé, l’utilisateur verra l’écran ci-contre à sa première connexion. 2 possibilités : ● Si il dispose de l’application Salesforce Authenticator, il pourra alors suivre les instructions pour se connecter ● Si il dispose d’un autre outils de MFA, il pourra cliquer en bas de page sur « Sélectionner une autre méthode de vérification »
  • 10. Quelles actions pour l’administrateur ? ● L’activation du MFA se fait dans les « Autorisations Système » (General User Permissions) des profils Salesforce ● Les « Autorisations Système » ne peuvent pas être modifiées sur les profils standards ● Deux options pour attribuer l’autorisation : ○ Option 1 (option recommandée) : Créer un ensemble d’autorisation et l’attribuer à tous les utilisateurs internes ○ Option 2 : ■ Cloner le profil standard, faire la modification d’autorisation et attribuer le profil aux bons utilisateurs ■ Pour les profils personnalisés, modifier chacun des profils
  • 11. Salesforce Authenticator : enregistrement de l’application
  • 12. Salesforce Authenticator : enregistrement de l’application
  • 13. Improved OAS 3.0 Support in External Services. With External Services: OAS 3.0 Support, External Services now supports registration of OpenAPI 3.0 specs. Admins can now to register more high-value third-party APIs with expanded OpenAPI schema support. Available with the purchase of Enterprise Edition, Unlimited Edition, Performance Edition, Developer Editions. Admin Admin Learn More
  • 14. Do more with native device capabilities for Lightning Web Components. Add native device capabilities with Lightning Web Components (LWC) Mobile Enhancements. Developers can now access the mobile device camera, GPS, geofencing, contact information, and more from within a mobile LWC. Available with standard platform license types for Salesforce-built mobile apps. Developer Watch Demo Learn More
  • 15. Flexible, usable security for Lightning Web Components. Lightning Web Security is a new client-side security architecture for Lightning Web Components (LWC), defined by fewer restrictions and more functionality. It provides strong sandboxing and a security posture to enforce namespace isolation, enabling developers to create dynamic experiences without compromising on security. Available for any edition with access to Lightning. Developer Watch Demo Learn More
  • 16. Available for any edition with access to Lightning. Simplify how teams write, read, and maintain UI tests. The UI Test Automation Model enables front- end development teams to create more durable UI tests with a language-agnostic framework. Using a new JSON grammar and pre-built Page Object library, teams now have a simpler, more scalable framework for writing, reading, and maintaining their UI tests. Developer Learn More
  • 17. Deeply tailor the Lightning UI with custom CSS properties. Lightning Design System: Styling Hooks enable developers and UX designers to use custom CSS properties to easily customize the Lightning UI and deeply reflect their brand. Available for any edition with access to Lightning. Designers Watch Demo Learn More
  • 19. CONFIDENTIAL & RESTRICTED Understand Deal Health with Deal Insights As a sales manager, I want to understand if there are risk factors I don’t know about, such as deals not progressing appropriately, not enough customer engagements, or the correct people not involved. Understand recent activities and conversations and discover if deals are on track or need attention and quickly reach out to team members or create a task. Select the Einstein atom icon to open the side panel. Get a consolidated view of deal health and see what deals need attention Enterprise Edition with Revenue Intelligence add on Unlimited/ Performance Edition only
  • 20. CONFIDENTIAL & RESTRICTED Inline Editing Update opportunities to capture follow-ups and communicate progress to others. As a sales rep, I can update Next Steps so my manager knows what I’m working on. As a manager, I can quickly update Manager Notes to capture follow-ups from our 1:1 meetings. Easily update key opportunity fields like Stage, Close Date, and Next Steps Unlimited/ Performance Edition only Enterprise Edition with Revenue Intelligence add on Unlimited/ Performance Edition only
  • 21. CONFIDENTIAL & RESTRICTED Filter to see deals owned by your opportunity teams, territories, and territory teams Filter by Teams & Territories Now every member of the sales team can track the progress of opportunities in flight, so they have greater visibility into their own deals and their teammates’ deals. Users can see all of the opportunities they work on, even if they are not the opportunity owner. So, for example, a Sales Engineer can now track the progress of deals where they are on the opportunity team. Unlimited/ Performance Edition only Enterprise Edition with Revenue Intelligence add on Unlimited/ Performance Edition only
  • 22. Migrate to Flow (Beta) The migrate to flow tool allows you to automatically convert workflows into flows, the tool recommended by Salesforce for automation. Salesforce has announced the end of support for workflows and process builders. You cannot convert workflows when they contain : ● entry criteria with formulas ● a change of owner ● creation of a task Available with any edition. Admin Admin Learn More
  • 25. DEMO Flow UI evolutions & new features Admin
  • 26. Flow UI evolutions (just in case) ● Track flow in Browser Tabs ● Auto-layout is GA ● Connect element outside a loop ● Open subflow from the canvas ● Terminate a path within a loop Learn More Admin
  • 27. Orchestrator (Generally Available) ● Orchestrate Multi-user Processes ● Customize Entry and Exit Conditions with Evaluation Flows ● Assign Interactive Steps to Groups or Queues ● Process Background Steps Asynchronously ● Trigger Your Orchestration from Custom Code ● Orchestration Debugging (Generally Available) https://help.salesforce.com/s/articleView?id=release- notes.rn_automate_orchestrator.htm&type=5&release=236 Business User Business User Business User
  • 29. Dashboard & reports ● Easily Find the Right Report Type for New Reports (Beta) ● Edit Multiple Fields Inline on the Report Run Page (Beta) ● Automatically Tune Your Dashboards to Your Business Goals with Dynamic Gauge Charts (Generally Available) ● Enable Enhanced Folder Sharing (Release Update)
  • 30. Easily Find the Right Report Type for New Reports How: From Setup, in the Quick Find box, enter Reports and Dashboards, and then select Reports and Dashboards Settings. Select Enable Recommended Report Types (Lightning Experience only)
  • 31. Enable Enhanced Folder Sharing (Release Update) https://help.salesforce.com/s/articleView?id=sf.analytics_sharing_enable.htm&type=5 In order to enable Enhanced Folder Sharing before the Spring '22 release, follow these steps: 1. From Setup in Salesforce Classic, enter 'Folder Sharing' in the Quick Find box. 2. Select Folder Sharing. 3. Select Enable access levels for sharing report and dashboard folders. 4. Click Save.
  • 32. Edit Multiple Fields Inline on the Report Run Page (Beta) Automatically Tune Your Dashboards to Your Business Goals with Dynamic Gauge Charts (Generally Available) DEMO