2. 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, 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 successfully integrate Slack Technologies, Inc.’s operations; our
ability to realize the anticipated benefits of the Slack Technologies, Inc. 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
031621
3. Martin Lezer
(Bordeaux - User Group)
Hugo Rosario
Marjolaine Colmart
(French Riviera - User Group)
Simon Lafont
Benjamin Serra
(Montpellier - Admin Group)
Julie Boncour
Yohann Chevreux
(Nantes - Admin Group)
Jean-Michel Mougeolle
(Paris - Admin Group)
Yosra Saidani
Doria Hamelryk
(Paris - WIT Group)
Thierry Trouin
Fabrice Challier
(Toulouse - User Group)
Frédérique Mounier
(Lyon - WIT Group)
Fabien Taillon
Thomas Paraiso
(Paris - Developer Group)
Julien Lemaire
(Lille - Admin Group)
Elodie Loiseau
(Aix-en-Provence - Admin Group)
Margaux Canales
Bertrand Rousset
(Lyon - Admin Group)
Arnaud Sourdillon
(Lyon - Architect Group)
Julien Coatelen
(Paris - Marketing Cloud Group)
Jean-Marie Vital
(Paris - Non Profit User Group)
4.
5. Table of Contents
● Customization
● Mobile
● Flow
● Plateform
● Mobile & productivity
● Security Enhancement
● Devloppement
● Sales Cloud
● Marketing cloud
7. Dynamic Forms for Leads & Cases
Quickly customize pages
Customize field layouts from directly within Lightning
App Builder, rather than having to go to the Page
Layout Editor in the Setup menu. Drag and drop
individual fields into field sections.
Create personalized experiences
Conditional visibility rules allow for more control of
when certain fields and field sections are displayed.
Field settings can denote whether a field is read-only or
required.
Improve page performance
Progressive page rendering means improved page
load times.
Granular control over user experiences on the
Lead and Case Object
8. Dynamic Related Lists
Now, the ‘View All’ link will appear on the
Dynamic Related List component, allowing users
to open a page that displays all the records (up
to 2000) that match the Dynamic Related List
filter criteria.
See the right information at the right time - for
example, show me only open opportunities on
an account - and allow me to filter and sort too.
The quick filter panel has two sections: one that
shows how the admin has filtered the related list
and a section that allows the user to create their
own filters for their session.
“View All”
9. Dynamic Actions for All Standard
Objects
*Note: The Chatter Group object will still use the actions defined in the Group Page layout.
Save time by managing actions in just one
place!
Build and configure dynamic actions for all Custom
and Standard Entities* in the Lightning App Builder.
Previously, dynamic actions were generally available
only for Account, Case, Contact, Lead, and
Opportunity for desktop.
Control Actions on Records
Now your users will see only the actions they need
to see based on criteria you specify.
For example, configure Actions which only show for
end users on desktop when certain criteria are met -
for example, Create Task only shows when a certain
field has a value to trigger it.
10. Dynamic Forms on Mobile (Pilot)
Read the FAQ - https://mobilebeta.salesforce.com/Dynamic-Forms-Pilot-FAQ
This release will be a pilot release in customer
sandboxes for custom objects, Accounts,
Opportunities, and Contacts. Future plans are
subject to change at any time, but a public beta of
Dynamic Forms on Mobile is planned for the
Summer ’23 release.
Save time!
Single record activation for field-level and
component-level visibility for desktop, phone, and
tablet.
Reduce mental overhead for mobile workers
Remove unnecessary fields and use visibility
rules so your reps only see what they need to see
and can concentrate on what they do best. In
this example, mobile users won’t see the System
Information field.
Sandbox Pilot: sign up at sfdc.co/df-on-mobile
12. Nouveautés pour les #flownatics !
Builder
- Description visible
- Nouveau composant pour effectuer des
HTTP callouts
Screen Flow
- Data Table passe GA
- Nouvelles options pour les Lookups
- Communication entre les composants
(Beta)
Record Trigger Flow
- Process builder migration tool disponible !
Slack
- Screen flow pour Slack passe GA
14. Release note & Podcast
Sandboxes on Hyperforce: Quick Clone
Enhancements (GA)
Rohit Mehta (Senior Product Manager for Sandboxes and Scratch Orgs)
a présenté en décembre 2022 sur le podcast Salesforce Admin des infos
sur le futur des sandbox.
Performances améliorées pour la création de sandbox : 2X - 15X
Objectif : 10X
Winter 23 : quick clone dev & dev pro
Spring 23 : quick clone partial & full sandbox
Pilot en spring 23 (annoncé mais introuvable) : quick create
Rapidly clone Sandboxes on Hyperforce to release changes faster
15. Trailhead Go
Depuis le 23 janvier :
● Mode offline
● 2 nouvelles langues latines :
Offline content & new languages
16. Configure Searchable Fields for Each
User Profile (Beta)
Help your team get results related to their work by configuring all your
searchable fields for each user profile. In Search Manager, you can
now edit the fields to make them searchable or not searchable for each
user profile.
17. Configure Searchable Fields for Each
User Profile (Beta)
Help your team get results related to their work by configuring all your
searchable fields for each user profile. In Search Manager, you can
now edit the fields to make them searchable or not searchable for each
user profile.
Non-Sales Users Sales Users
18. Clean Up Inactive Picklist Values
Bulk Manage Picklist Values
(GA)
● This feature is available only for custom picklist fields on an object.
It’s not available for standard or multi-select picklist fields.
● This feature is only for picklist fields that have defined values. It’s
not available for picklist fields that use a global value set.
19. Pin Important Content on the Right Side
of Record Pages
Read the FAQ - https://mobilebeta.salesforce.com/Dynamic-Forms-Pilot-FAQ
● Only for Pages with Desktop as
21. Mobile Features Panel
Admins can now opt-in to newer mobile
features with a simple click of a button.
With items like Reports and Contacts, the Mobile app
behaves differently to the web-based desktop version,
so we allow admins to turn these things off if they want
the more basic version of the UI.
You can expect more features to be available here in
future releases as well.
Landscape Support for Phones (Beta)
Now you can opt-in to a beta feature that allows you to
use your phone in landscape orientation.
It isn’t recommended for production use as there are
numerous usability issues to address.
Rotation continues to be supported on tablets.
Simplified Features opt-in
22. Enhanced Lightning Reports
Available the week of February 13, 2023
A new, native reports interface tailored
for phone and tablet will be
auto-enabled for all customers.
Built natively for mobile, resulting in to
up to 6x faster load time
Interactive experience with faster
sorting and manipulation. Support for
Charts, Viewing & Editing Filters,
Conditional Formatting, & much more!
Natively Rendered Summary & Tabular Reports
23. Enhanced Contacts (Beta)
Available the week of February 13, 2023
Enhanced contacts allows you to take your contact
management to the next level.
● New, native contact home with recent contacts
and lists at a glance
● Searchable contacts from home and from
within lists
● New Swipe actions for calling and emailing
● Bulk import and export support
● Compact and customizable contact detail views
to show only relevant fields.
Opt-in beta from SF Setup, End Users can
toggle feature on or off as they prefer.
24. Let Customers Pick Their Own Meeting Times
When emailing customers, reps can now avoid the
back-and-forth and include a link to their Outlook or
Gmail calendar so that the customer can choose
their meeting time.
When creating an email, reps click the scheduling
icon and select Add Scheduling Link.
Now available as part of InBox features (prior
was only Preferred Times)
25. Dynamic Activity Composer
The dynamic activity composer gives reps activities at the click
of a button and offers more choices than the tabbed activity
composer.
1. Users click the buttons to perform the action, or they
can click the dropdown menus for more actions.
2. The dropdown menus offer new features. In the Email
dropdown, if a user has more than one email address,
they can choose from up to three addresses to send the
email. Users can also get to their email preferences
quickly. And users can easily add email to their to do list.
Take Action More Quickly in the
Dynamic Activity Compose
30. Apply and Automate Mass Access with User Access
Policies (Beta)
More info:
https://help.salesforce.com/s/articleView?id=relea
se-notes.rn_permissions_access_user_access_p
olicies.htm&release=242&type=5
For access to the User Access Policies (beta):
https://docs.google.com/forms/d/e/1FAIpQLSeoc
N_Rb5x-_SLps23sPS00Vn_-2MPFbzQZjoOI2C6I
onC74A/viewform
Demo:
https://www.salesforce.com/plus/experience/Drea
mforce_2022/series/Administrators/episode/episo
de-s1e6.
31. Recalculate Account Sharing Rules Faster (Beta)
Salesforce provides implicit sharing between a parent account and its child objects (cases,
contacts, and opportunities). Creating implicit sharing records virtually speeds up the recalculation
of these sharing mechanisms.
● Org-Wide Defaults
● Sharing Rules
● Group Membership
● Manual Sharing
For information on enabling this functionality, contact Salesforce.
37. Synchronize Component Data Without a Page Refresh
Using RefreshView API (Beta)
An official replacement for legacy force:refreshView
Both fire and register events
Faster and more efficient than force:refreshView
38. Fetch Data Using the GraphQL Wire Adapter (Pilot)
Based on Salesforce GraphQL API
39. Fetch Data Using the GraphQL Wire Adapter (Pilot)
Query records with relations, filters and ordering, without Apex !
41. Dynamically Pass Bind Variables to a SOQL Query
Pas la meilleure nouvelle de la Spring 23 !!!!
42. Run the SandboxPostCopy Script as Automated Process
User (test only)
deploy Refresh
Attendre que le script tourne pour voir
qu’il n’a pas fonctionné et recommencer
le cycle
Test then
deploy
Refresh
Plus d'inquiétude vu qu’on a pu tester
Before spring 23
Spring 23
44. MCAE Optimizer
● Fonctionnalité disponible en version Beta
● Dashboard de check-up pour chacune de vos
Business Units MCAE
● Suggestions concrètes pour améliorer les
performances
(délais d’envoi des emails, visiteurs,
automatisations…)
● Où le trouver ? MCAE Settings → Account
Settings → Performance sub-tab.
45. Actions requises sur MCAE
1 - Validation de la synchronisation du champs « opt-out » :
Définir le comportement de synchronisation du champs « opted-out »
entre Pardot et le CRM avant le 11 juin.
2 - Authentification des domaines d’envoi en DKIM
3 - Activation / mise à jour du tracking avec les cookies 1st party
46. API et tracking des activités externes
Amélioration API v5 – alignement avec les Best Practices d’intégration :
● Exports améliorés : Support étendu à 28 objets
● Actions groupées : Lancez des actions de table multi-sélection pour le
traitement asynchrone en masse des enregistrements.
● Monitoring des actions externes : « Daily external actions calls » et
External actions errors »
