Stephen Stanley's presentation from the Auckland Trailblazer Community Group meeting on 27th Feb

1. Spring ’20
My 10-ish Favourite Features
Stephen Stanley
Director, Customer Success,
Salesforce New Zealand

2. 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.

3. 1 Empty the Recycle Bin in one step
We heard your feedback - now you can empty your Salesforce org’s Recycle Bin in
Lightning Experience with a single click.
Reports and dashboards now also support the Lightning recycle bin and can be viewed in
the recycle bin list view.

4. Focus on the Right Deals with Opportunity Scores
Scores help sales reps and managers prioritize opportunities and
flag at-risk opportunities so they can close more deals.
Sometime after Spring’20 - if in last 24 months:
● >= 200 closed won opportunities lifespan >= 2 days
● >= 200 closed lost opportunities lifespan >= 2 days.
● Opportunity history: > 1= one update to each closed opp
● You use the standard opportunity Stage field
How:
Follow the in-app prompt to get started with Einstein. Or, from the
Assisted Setup page in Lightning Experience Setup, click Turn It
On. We take care of the rest
2. Einstein Opportunity Scoring (Future Looking…)

5. 3. Case Merge
● Agents can merge cases without having the
delete permission.
● New option to not delete the merged case.
● Admins can set a custom merged status,
making it easy to run reports on merged
cases.
● A related list for merged cases on the
master case record to show which cases
were combined to form the master case.
Allow agents to manually merge duplicate cases 26K
IdeaExchange
Points

6. 4. Lightning Extension for Chrome
Dark Mode
Dark mode is a dark theme for Salesforce. It gives Salesforce a
dark theme that’s easy on the eyes
Link Grabber
The Link Grabber feature makes all Lightning links open in a
single browser tab - most relevant for console users
Component Customizer
Allow end user to remove lightning components from a page
Admin configurable
Options available can be selected by an Admin
The fastest way to find and do things in Salesforce

7. Guest User Appointment Scheduling
Let Prospects quickly schedule appointments through public
channels such as Public Community Pages and public sites.
Setup Assistant
Ramp Up Quickly On Configuring Lightning Scheduler with a
one-stop interface with built-in examples for admins to
configure Lightning Scheduler.
Text based User Interfaces to book appointments
Chronos, the new Einstein Bot for Lightning Scheduler, allows
customers to schedule, view, reschedule, and cancel their
Lightning Scheduler appointments using Chat or SMS.
5. Lightning Scheduler

8. 6. Navigate to a Record’s Create Page with Default Field Values
(AKA URL Hacking)
/lightning/o/Account/new?defaultFieldValues=
Name={!URLENCODE(Account.Name)},
OwnerId={!Account.OwnerId},
AccountNumber={!Account.AccountNumber},
NumberOfEmployees=35000,
CustomCheckbox__c={!IF(Account.SomeCheckbox__c, true, false)}
Save customization time and effort by creating custom buttons or links
that pass default field values to a new record.

9. 7. Assign Tasks to a Queue
Now, when tasks are assigned to a
queue, teams of users have visibility to a
pool of tasks that can be picked up by
the first available user.
Tasks can also be assigned to queues
programmatically via API.
A single task can be assigned to a group of users (a queue), so that the first
available user can pick-up the task for execution.
55K
IdeaExchange
Points

10. 8a) Disable Preview in Lightning Report Builder
Gives users the option not to render the preview until they’ve done their
series of changes
Faster editing of reports by
toggling chart and table preview
off in the Lightning report
builder.
All edits such as adding or
removing columns or filters can
be done with preview off.

11. 8b) Filter reports using Field Comparisons
Compare the values of two different report fields and return records that
satisfy the comparison criteria with a field-to-field filter
Example: Return opportunities
with Amount less than Projected
Amount
How: Add a filter and change
Value to Field in the filter dialog.
Select the field to compare with.
Saves creating all those reporting
formula fields - reduced technical
debt

12. 8c) Count Unique Values in Report Results
See how many distinct values your report returns with a unique count.
Reports often list multiple child
values for the same parent or
multiple records of the same
Type or Status
Example: Show how many
unique accounts have
Opportunities on an opportunity
report
Finally Steve Mo’’s “Power of
One” can be laid to rest

13. 9. Clone Opportunity with Related Records
Increase efficiency by cloning an opportunity with related records in a single
click instead of having to manually add related records.
Save time by cloning an
opportunity with related
Opportunity Products, Product
Schedules, and Opportunity
Contact Roles.
A common use case is for
renewal opportunities where the
customer purchases the same
set of products.

14. 10a) Einstein Search (Beta)
Personal
Tailored results based on you and your work. Personalized on
attributes like geography, industry, SIC, account source, type,
users, etc
Currently available on Accounts, Contacts, and Opportunities
Natural
Supports Natural Language filters right in the search box
(like “my open opportunities in oakland”)
Actionable
Tools and information to complete tasks from Search
The fastest way to find and do things in Salesforce

15. More ways to filter in conversational search.
10b) New Time-Related Conditions (Beta)
To get the most relevant
search results, enter a
conversational search using
the words modified, created,
viewed, or closed followed
by a relative time period.

16. OK, I cheated, this is item 11
…but it’s a significant change

17. The New Salesforce Mobile App
Next Generation Experience
Work fast with an app that knows who you are
and what you need, powered by Lightning
Voice-Enabled
Tap less, talk more using Einstein Voice (Beta)
Intelligent
Drive smart decisions with Einstein Analytics
Dashboards
Faster App Dev
Customize and build mobile apps faster with low
code
Spring ‘20 release
Switch to the mobile way of work

18. Unify the User Experience with Lightning Apps and Navigation
One Navigation for All Platforms
Converged desktop and mobile
navigation
User Profile Based Navigation
Tailor navigation items based on
the users’ role
Personalize the Navigation Bar
Add and reorder items to suit the
way you work

19. All mobile users will be upgraded to the new experience
Current Mobile App Navigation New Mobile App Navigation
If you choose to do nothing,
your users will be upgraded to
a default experience and their
current mobile navigation
items will be automatically
moved to the rightmost tab

20. Einstein Voice Assistant (Beta)
Interact with Salesforce from anywhere,
hands-free using the power of your voice.
Get key insights to understand your
customers, build relationships, and drive
your business forward.
Increase your productivity by eliminating
manual data entry.
● Conversationally log notes
● Update standard objects
● Create tasks, event, opportunity,
case, lead or contact
Streamline your day-to-day with AI

21. Einstein Voice Skills (Beta)
Build custom voice apps
Create your own voice skills and embed them
into employee apps
Deploy to any device - from smartphone to
smart speaker
Leverage Salesforce’s trusted, secure
environment to protect your voice data