Speakers: Justin Barss Marc Lester Join us to learn about Apsona and Summer '23 Release Highlights! The Power of Apsona for Salesforce: Simplify Your Salesforce Data Management Data management is a key component of most Salesforce Admins and/or Super Users responsibilities on a regular basis. We all know that data quality drives user adoption. Join us as we have a quick overview of Apsona for Salesforce also known as "The Golden App". Join us for a short demo on how the power of Apsona can save you about 20% of your time as a Salesforce Admin or Super User. Whether you are a Salesforce administrator, developer, or end-user, this presentation will provide you with valuable insights and practical tips on how to leverage the power of Apsona to simplify your Salesforce data management tasks. Join us to discover how Apsona can help you to unlock the full potential of your Salesforce data! Summer '23 Release Highlights Get some key highlights from the most recent Summer '23 Release that will impact and provide value to most Orgs. These updates are already available in your Sandbox and Production Orgs as of June 9th at the latest. Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce. Some features in Summer ’23 will affect all users immediately after the release goes live, which are already available in your Sandbox and Production Orgs. If you haven't already done so, consider communicating these changes to your users so they understand the updates and know how to best take advantage of them. Other features require direct action by an administrator before users can benefit from the new functionality. Learn about some of each of these features and enhancements and which ones will benefit your organization the most.

1. WELCOME!
Jax, FL Admin Trailblazer Community
Apsona Overview & Summer ‘23 Release Highlights
Wednesday, June 21, 2023

2. AGENDA
3:00 Welcome & Introductions
3:30 Apsona Overview and Demo
Presenter, Justin Barss / Apsona President
4:15 Summer ‘23 Highlights
Presenter, Marc Lester / Engagement Manager, Coastal Cloud
5:00 Community Group Updates and Closing Remarks
5:15 Networking at 1937 Spirits & Eatery
Address: 1842 Kings Ave, Jacksonville, FL 32207

3. • 11+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group Leader since 2017
• Florida Dreamin’ Conference Planning Team
Member since origination in 2018
Marc Lester
Marc.Lester@trailblazercgl.com
Engagement Manager
Coastal Cloud
/marclester
@MarcJLester
Angela Moten
Angela.Moten@trailblazercgl.com
Principal, IT Development SF
American Red Cross
• 14+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group participant since 2017
• Florida Dreamin’ Conference Speaker 2019
/angelamoten
@amoteninc
Rich Englhard
Rich.Englhard@trailblazercgl.com
CEO
Englhard Consulting
• 12x certified Salesforce Consultant
• Flownatic, Husband, Father, Golfer
• Helping companies automate their processes saving time and
money with Salesforce.
/englhard
@DevelopingFlow
Jax, FL Admin Trailblazer
Community Group Leaders

4. Welcome to the Community
Group Goals & Objectives
LEARN
Get help, answers, and
inspiration from your peers and
Community Leaders.
CONNECT
Meet Trailblazers like you and
discover opportunities from
mentorship to employment.
HAVE FUN
Enjoy a warm, welcoming
culture and make friends from
around the world.
GIVE BACK
Inspire and mentor the next
generation while building your
skills and reputation.

5. THANK YOU
to everyone that RSVP’ed today

6. Thank You to the CSX team for Hosting today’s event!!!

7. ACCOMPLISHMENTS!! CONGRATULATIONS!!

8. Career Connections?

9. New to the
Trailblazer Community?
WELCOME
to the Salesforce Ohana!!

10. Housekeeping
● Safety
● Restrooms
● WiFi

11. Apsona Overview
Justin Barss
President

12. Summer ‘23 Release Highlights
Marc Lester
Engagement Manager
Coastal Cloud

13. Summer ʼ23
Release in a Box
A digital resource for Admins,
Business Users, Developers,
Community Groups, and more.

14. 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
Forward-Looking Statements

15. Feature Summaries
This deck includes
high-level summaries of
the top innovations for
each product
Helpful Links
Most innovations
contain links to 1-2
minute digestible demos
and/or links to learn
more
End Users
Identify the right features for
your end users by using the
color-coded
legend (Admin, Business
User, Developer)
What’s Included?

16. This Asset Looks Different. What Changed?
Release in a Box Changes
We heard your feedback and redesigned this asset
to help you more quickly pinpoint the innovations
that are relevant for you.
The new Release in a Box simplifies your learning
journey so you can spend more time diving right
into the features that will drive your Salesforce ROI.
Streamlined preview of
top features
Clearer end users
Easier navigation to
demos & release notes
Screenshot of first
feature

17. Table of Contents
Sales Service Marketing Commerce Analytics
MuleSoft Platform - Build Platform - Automate Platform - Secure
Financial Services Health Manufacturing
Automotive
Public Sector
Communications
Media
Energy & Utilities
Education
Consumer Goods
Net Zero Customer Success
Slack
Data Cloud
Nonprofit

18. Identify Features
by User
Business User
Admin
Developer

19. Visit salesforce.com/releases
Watch the demo videos
Take the Release Highlights Trail Summer
'23 Release Highlights
Dive into the detailed Release Notes
Join the Release Readiness
Trailblazers Community Group
1
2
3
4
5
How do I Learn More?

20. Salesforce Ben’s
10 Hottest Summer ’23 Features
For Admins

21. 1) Lightning App Builder Enhancements
❑ Experience Dynamic Forms on mobile devices (BETA)
▪ Supported on accounts, cases, contacts, leads, opportunities, and custom objects.
▪ Remove the Record Detail - Mobile component from the page.
❑ Align fields horizontally in field sections
▪ Available on Dynamic Forms Field Section components
❑ Use Accordion and Tabs components on your app pages
▪ Previously was only available on Record pages

22. 2) Field Enhancements
❑ Limit inactive picklist values to 4,000
▪ Enforced in Summer ‘23
▪ Any unrestricted custom picklists that were previously created that have more than 4,000
inactive values remain unchanged.
❑ Manage Salutation picklist values in Object Manager
▪ Say Hello to Salutation Picklist Values in Lightning Experience
• Previously you had to switch to Classic to make these updates.
▪ Reflect the Diversity of Your Customers with Gender-Neutral Salutations
• The Mx. salutation is now available by default. As the admin, you’ll need to update the
picklist to make this new value visible to users.
• Be sure to review any privacy implications before collecting gender-related data.

23. 3) Reports & Dashboards Enhancements
❑ Enhance your Lightning dashboards with images and rich text
▪ Only applies to Lightning Experience using Unlimited Edition.
▪ Add section titles, narrative text, and images, and even include animated GIFs!
▪ Called Widgets, instead of Components.
▪ Add up to 25 widgets to your dashboards—including a maximum of 20 charts and tables, two images,
and 25 rich text widgets.
❑ Reduce redundancy with more dashboard filters
▪ Only applies to Lightning Experience using Unlimited Edition.
❑ Use the CRM Analytics for Slack app to share your Lightning dashboards
▪ Requires CRM Analytics license.
▪ Users must have the Connect Salesforce with Slack permission in Salesforce
▪ Required to connect their CRM Analytics for Slack app in their Slack workspace to their Salesforce
account.
▪ Displays in Slack with a link to actually view the Dashboard.

24. 4) Permissions Enhancements
❑ Set Field-Level Security for a Field on Permission Sets Instead of Profiles (GA)
❑ Give your delegated admins the ability to manage permission set group assignments
▪ Your delegated admin won’t be able to modify the permission set groups.
❑ View even more information in the User Access and Permissions Assistant reports
▪ To use this feature, download the app from AppExchange: User Access and Permissions Assistant
(Note: there are required setup steps prior to installing that are well documented in the help page linked on the AppExchange page)
▪ Now contains key details including users’ titles, profiles, and whether they’re active.
▪ The performance of these reports has also been improved for orgs with a high number of users.
❑ Automate and Migrate User Access With User Access Policies (BETA)
▪ Specify a group of users to grant or revoke access to permission set licenses, permission sets, and
permission set groups, package licenses, queues, and groups.
▪ You can now automate your user’s assignments based on criteria that you set.

25. 5) Related List Enhancements
❑ Mass create and update records using quick actions on related lists (BETA)
▪ Ensure related list type is set to Enhanced
▪ Only Create a Record and Update a Record quick actions are supported
▪ Either add directly to page layout or on related list on record page
▪ Select up to 100 records to update
▪ Can be used in Experience Builder sites
❑ Get Better Performance for Related Lists
▪ The related list View All page now renders using LWC instead of Aura

26. 6) Email Enhancements
❑ Transition to the Lightning Editor for Email Composers (BETA)
▪ We’re switching to a feature-rich HTML text editor that allows a more robust
feature functionality similar to most email composing apps.
▪ Salesforce enforces this update in Summer ’24.
❑ Save Time by Linking Contacts to Cases in Email-to-Case
▪ Using Flow, it lets agents link contacts to cases created in Email-to-Case.

27. 7) Einstein Search Enhancements
❑ Configure Searchable Objects for Each User Profile (BETA)
▪ Using Search Manager, determine and configure fields to make them searchable by user profile.
❑ Quickly Configure Searchable Picklists (BETA)
▪ You can now select a picklist field to be searchable in Search Manager.

28. 8) Calendar Enhancements
❑ Maximize user productivity with calendar enhancements
▪ See up to 500 events in the Calendar view.
▪ Enable events for up to 50 shared calendars and resources.
▪ Drag events to reschedule in 15-minute increments.
▪ Click an event to preview. Click again to open the event record page. Previously, you hovered to preview.
▪ To navigate to the day view, click a date in the month or week view.
▪ The browser’s Back and Forward buttons move within the Calendar.
▪ Calendar views show overlapping event tiles, expanded text, and shaded coloring for dates in the past.
❑ Access your calendar with one click
▪ Easily pop open your calendar in a new tab as you schedule events from a record

29. 9) In-App Guidance Enhancements
❑ Use In-App Guidance with Targeted Prompts on Record Fields
10) Pipeline Inspection
❑ Get Pipeline Inspection in Enterprise Edition Without an Add-On License
❑ Update Opportunities More Efficiently in Pipeline Inspection
▪ Users can now update more opportunity fields inline
❑ Use Expanded Filters to View More Deals and Pipelines in Pipeline Inspection
▪ Requires assigning users the View All permission on Opportunity.

30. Not A Bonus: Retired Feature
❑ News, Automated Account Fields, and Account Logos Are Being Retired 😞
▪ Currently scheduled for Winter ’24 on October 13, 2023.
▪ The News component is removed from page layouts.

31. Bonus!!
❑ New Trailhead Coach
▪ Available to Workforce Partner Program and Talent Alliance Career Cohorts participants.
▪ Guided learning pathways: With self-paced learning on Trailhead, participants can develop the skills directly
aligned to their Salesforce career goals.
▪ Free certification exam vouchers: Participants can unlock vouchers for more than 18 globally-recognized
Salesforce certifications to showcase skills and prove expertise to employers.
▪ Automatic access to interviews with employers: Once certified, participants automatically access
informational and mock interview opportunities with Salesforce Talent Alliance employers – a network of
Salesforce customers and partners looking for tech talent.

32. Jennifer Lee’s
Top Summer ’23 Release
Features for Admins and Users

33. Enhancements for Users
❑ Undo Field Changes with a Click
▪ Doesn’t work in Dynamic Forms—enabled pages
▪ Previously, to use the undo button, you clicked a field, entered content, and then clicked
outside the field.
❑ See Object Names in Record Tabs
▪ When viewing or inline editing a record.
▪ The object name doesn’t appear when fully editing a record in Lightning Standard apps.
❑ Unify your Analytics with Analytics Home (GA)
❑ Find Email Messages Faster with Improved Searches
❑ Create Quotes without a Related Opportunity

34. Platform Enhancements for Admins
❑ Multi-factor Authentication Auto-Enablement Continues with Summer
’23
▪ Phase 2 Orgs were auto enabled
❑ The CASESAFEID Function will Convert Only Valid 15-character IDs
▪ One of those rare updates that worked as expected in Classic but didn’t in Lightning
that they were able to implement in Lightning now
❑ Clone Lightning Apps Fast!
▪ Only available for custom Lightning apps.
▪ You can use the Quick Save option at any step and skip the rest to copy the
configuration as is.
❑ Use One File to Install Data Loader Regardless of macOS or Windows

35. Faster Re-calculation for Account Sharing
❑ Re-calculate Account Sharing Rules Faster with Change in Opportunity Sharing
Behavior
▪ Available for opportunities after May 22, 2023.
▪ To enable this feature for opportunities, contact Salesforce Customer Support using a feature activation
case.
▪ Also enable this feature for child cases and contacts through the Enable Faster Account Sharing
Recalculation by Not Storing Case and Contact Implicit Child Shares release update.

36. Lightning Knowledge Migration
❑ Run the Lightning Knowledge Migration Tool
▪ Salesforce enforces this update on June 1, 2025.
▪ Because Lightning Knowledge uses record types instead of article types, you can no longer filter by article
type.
▪ You can’t set a default record type in Salesforce Classic.
▪ Some actions, such as Change Record Type, aren’t available from the knowledge article record page in
Salesforce Classic.
▪ Picklist values assigned to one record type in Knowledge aren’t visible on records in Salesforce Classic.
▪ If you have custom solutions for your Classic Knowledge implementation, such as Visualforce components or
pages, refactoring them to work with the Lightning Knowledge data model is sometimes required. Especially if
your custom solution relies on article types, refactor it to work with record types.

37. Email Notification Enhancements
❑ Use an Org-Wide Email Address to Send Automated Process Emails
❑ Use a Default No-Reply Address as System Address for Case Email Notifications
▪ If not enabled, the notifications lack important information and aren’t customizable, and eventually stop
sending.

38. Flow Builder Enhancements
❑ New Process Builder Creation Is No Longer Available
▪ You can still activate, deactivate, and edit your existing Process Builder processes.
❑ Convert more processes to flows with the Migrate to Flow tool
▪ you can now use it to migrate Process Builder processes that contain scheduled actions.
▪ It will only migrate the scheduled action if one row of criteria is selected.
❑ Locate your Flow permission quicker
▪ Now under a new section in App Permissions.
▪ Previously, they were dispersed throughout System Permissions.
❑ See more elements on the Flow Builder canvas
▪ There’s less space between the icons
▪ The add elements button now appears as a tiny circle.
❑ Automatically log emails sent in the Activity Timeline using the Send Email action
▪ To log the email to the Activity Timeline, set the Log Email on Send field to {!$GlobalConstant.True}.

39. Environment & Security Enhancements
❑ Manage Expired Sandbox Licenses
▪ Rolled out as a staggered release after June 10, 2023.
▪ Oldest sandbox will be locked until resolved
❑ Verify User Email Addresses
▪ Linked Status on user detail page, similar to the Org-Wide Email and Email-to-Case pages.

40. Q&A

42. Automated Program Assignment
Use Dynamic Forms to better track Leads
Sales
Release Notes
Partner Relationship Management for Slack
Collaborate with partners directly now using Slack
Product Splits
Now easily split revenue for a deal by product using a single opportunity record
Sales Planning
Transform your sales planning process with our intuitive, end-to-end solution that
streamlines target allocation, budgeting, and collaboration for maximum efficiency
Foreasting Enhancements
Customers can now integrate external data with Salesforce data for a holistic view of
their forecasts
Einstein Conversation Insights Enhancements
Einstein Conversation Insights is now optimized for 16 languages and integrates
with Microsoft Teams

43. Service Catalog
Scale common service requests and drive efficiency with a curated library of workflows
Enhanced Messaging for WhatsApp
Deliver efficient, personalized service at global scale
Field Service: iOS and Android Tablet Enhancements
Connect Your Frontline Teams to the Right Information Anytime, Anywhere
Article Recommendations in Flow
Deflect Cases with Intelligent Automation
Messaging for In-App & Web Enhancements
Dropdown menus & business hours now available in Messaging for In-App & Web
Service
Release Notes
Watch Demo

44. Marketing
Release Notes
Watch Demos
In-App Messaging Analytics
Analyze in-app messaging performance with reports, visualizations, and pre-built
dashboards built for key KPIs across engagement, delivery, and journeys
Intelligence Connector for Data Cloud Enhancements
Natively connect all customer data insights to cross-channel performance to optimize
marketing ROI
Insights for Sales & Service Cloud
Empower Sales & Service agents with a real-time understanding of every
customer and prospect
Account Engagement: Data Cloud Integration
Activate customer data across your tech stack to supercharge your personalized outreach
Real-Time Journey Orchestration
Use real-time data to create hyper-personalized experiences

45. Platform - Automate
Flow Builder: Web Callout
Connect Security Center objects with CRM Analytics
Flow Builder: Send Email Enhancements
Easily troubleshoot who has access to a record
Flow Orchestration: MuleSoft Step
Capture and streamline your customer’s communication preferences through the new
Communication Subscription Consent template
Flow Orchestration Enhancements
Orchestrate complex multi-user, multi-system processes to unify teams
MuleSoft Invocable Actions
Turn MuleSoft assets into invocable actions with clicks
Release Notes

46. Platform - Build
Salesforce Mobile App Plus: Offline Extensibility
Rapidly clone Sandboxes on Hyperforce to release changes faster
Customer Identity: Headless User Registration
Deliver pixel-perfect customer experiences with headless user registration
Customer Identity: SSO Enhancements
SSO Support in the Headless API Authentication API
Sandboxes on Hyperforce: Quick Create
Rapidly create Sandboxes on Hyperforce to release changes faster
DevOps Center: Non-Happy Paths
Release Notes

47. Platform - Secure
Account Sharing Enhancements
Save time by enabling faster account sharing recalculations
Flow for Security Center
Leverage the power of Flow to use Security Center data in your business processes
Scale Center
Access real-time performance metrics for your Salesforce production org
Preference Manager for Salesforce Starter
Capture and Track Consent with Preference Manager in Easy
Real-Time Event Monitoring Enhancements
Monitor and secure your files in Salesforce
Release Notes

48. Join Data User Interface
A no-code declarative interface to join data from multiple datasets
Flow Interactions for CRM Analytics
Connect insights to action with contextual Flow integration
Dashboard Component Parameters
Create customizable dashboard components for a richer in-app experience
Sales Rep Command Center
A centralized place for all Sales reps to access their insights and track KPIs
Analytics
Release Notes
Watch Demo

49. Slack
Release Notes
Watch Demo
Canvas
Organize and share structured content in a single view with Slack canvas
Modular Slack apps
Build faster and get more out of your code with the new developer platform

50. Customer Success
Release Notes
Architecture Guidance
Improve architecture health with Signature Success Plan's new proactive
engagements
Customer Success Score
View your Customer Success Score and recommendations with your Technical Account
Manager (TAM)
Expert Coaching Enhancements
Enhanced expert guidance to onboard, realize value, and grow with Premier Success
Plan's new and refreshed Expert Coaching Sessions
Success Plans for MuleSoft
Maximize outcomes with Success Plans for MuleSoft

51. Net Zero
Emissions Allocations for Extended Enterprise
Accurately attribute emissions from subsidiaries, franchisees and partners
Data Upload Templates
Execute bulk data uploads with pre built templates using .csv files
Emissions Accounting for Electric Vehicle Charging
Calculate emissions from electric vehicles (EVs)
Social and Governance Data Support for Extended
Enterprise
Allow subsidiaries to report ESG data
Net Zero Marketplace: Project Bundles
Learn more about carbon credit projects and make informed buying decisions
Release Notes

52. Data Cloud
Change Data Triggered Actions
Create and trigger events based on data changes to deliver real-time
personalization
Data Spaces
Organize data in Data Cloud to run business processes for multiple brands,
departments, and regions
Einstein Studio: BYOM for Amazon SageMaker
Supercharge AI insights across the Customer 360 with your own AI models from
Amazon SageMaker
Streaming and Batch Data Transforms
Power intelligent experiences and insights with optimized batch and streaming data
processing
Release Notes
Rapid Segment Publish
Engage customers with relevant, personalized communications using faster segment
refreshes
Watch Demos

53. Commerce
TikTok Integration for Commerce Enhancements
Increase transactions with in-app social selling and checkout on TikTok
Payments Enhancements for Salesforce Commerce
Save implementation time and cost with Salesforce Payments natively integrated
with B2B & D2C Commerce
Order Management Enhancements
Optimize your picking process, place orders on behalf of your customers and charge
return fees
Page Designer for Composable Storefront
Quickly create drag & drop experiences for a headless architecture
Embedded Commerce Services for Salesforce
Commerce
Get value fast with reorder portals to automate sales & drive revenue with pay by link
Release Notes
Watch Demos

54. MuleSoft
MuleSoft Direct for Industry Clouds Enhancements
Turnkey connectivity for Consumer Goods Cloud, powered by MuleSoft
MuleSoft RPA Enhancements
Automate repetitive tasks and processes for every team
API Governance Enhancements
Extend API Governance to full API Lifecycle
Composer Enhancements
The fastest and easiest way to connect apps and data for business teams
MuleSoft Accelerators Enhancements
MuleSoft Accelerators jumpstart top industry integration use cases
Release Notes

55. Automotive
Release Notes
Watch Demo
Warranty Lifecycle Management
Develop best-in-class warranty programs
Inventory Management
Improve inventory visibility
Salesforce Scheduler for Automotive Cloud
Streamline appointment scheduling
Automotive Cloud Intelligence
Get actionable insights in Automotive Cloud

56. Communications
Predictive Order Fulfillment and Delays
Predict Order jeopardy and Reduce Order fallout with AI-generated alerts
Enterprise Sales Management: Quoting
Enhancements
Enhance dynamic & iterative bulk quoting operations with guided journeys and messaging
CPQ API Services Enhancements
Enhance performance and scale by leveraging CPQ API's replicated in Core
TM Forum Open APIs for Service Agents
Improve service agent productivity and trouble ticket management with service
agent enhancements
Release Notes
Watch Demos

57. Consumer Goods
Release Notes
Watch Demo
Consumer Goods Cloud for Service
Make your service center a revenue driver with intelligent service and telesales capabilities
Trade Promotion Effectiveness
Increase trade promotion ROI with intelligence
MuleSoft Direct for Consumer Goods Cloud
Get started with Consumer Goods Cloud faster with just a few clicks

58. Utility Clean Energy Program Framework
One stop shop for personalized energy efficiency and clean energy incentives for utility
customers
Energy & Utilities
Release Notes

59. Financial Services
Release Notes
Watch Demos
Complaint Management
Restore customer trust with efficient complaint management
Marketing Cloud Engagement for Financial Services
Deliver impactful, personalized customer experiences at scale that drive
measurable business value
Service Process Automation Enhancements
Accelerate time to value by launching a user interface for dynamic case information
using clicks not code and reuse internal service processes as self-service components.
Increase efficiency with dynamic views of service process attributes in Service Process
Studio.
Actionable Segmentation
Scale Targeted Customer Engagement

60. Health
Home Health
Deliver personalized and coordinated care in the home
Crisis Support Center Management Enhancements
Engage with empathy and urgency for optimal, whole-person care traffic control
Integrated Care Management Enhancements
Deliver holistic patient views for more equitable care
Advanced Therapy Management Enhancements
Orchestrate intelligent care programs for advanced therapies
Utilization Management Enhancements
Streamline prior authorizations with embedded AI
Release Notes
Watch Demo

61. Manufacturing
Warranty Lifecycle Management
Develop best-in-class warranty programs
Ship and Debit Process Management
Streamline ship-and-debit process management
Asset Management
Get a 360 degree view of your assets
Release Notes
Watch Demo

62. Media
Advertising Sales Management: Radio Media Planning
Accurately and efficiently configure integrated media plans
Advertising Sales Management Enhancements
Pause and amend in-progress orders with order revision
Media Process Library
Grow faster with automation templates
Release Notes

63. Experience Cloud for Public Sector Enhancements
Build constituent journeys on a powerful digital experience platform
Group Membership Enhancements
Assign and define groups
Public Sector
Release Notes

64. Education
Education Cloud for Recruitment and Admissions
Provide a connected journey for prospective students and families
Education Cloud
Deliver experiences that build learner relationships for life
Education Cloud for Student Success
Build deeper connections with students
Release Notes
Learn More

65. Programs and Case Management
Adapt programs to deliver more effective outcomes
Nonprofit
Release Notes

67. Community Group Updates and Closing Remarks

68. Check out monthly at
https://trailhead.salesforce.com/quests
Exciting new ways to explore
Trailhead and earn special prizes
Each month new quests are
available with special prizes and
unique badges
Trailhead Quests

69. JOIN THE MOVEMENT & START HAVING AN IMPACT
TODAY 🤗

70. • Sheraton Sand Key Resort, Clearwater, FL
• Two+ days well-spent October 22nd
-24th
– Reception Event evening of Sunday, Oct, 22nd
– Both Networking Events outside by the Beach!
– 30+ Sessions
– At least 3 Session Rooms with Diverse Topics!
– Expo Hall with Awesome Sponsors!
– Let us know what tracks you would like to see
• $125 Early Bird Tickets go on sale in Feb
• Follow us on Social Media:
2023 NEW LOCATION

71. If you are interested in CPR classes please
see me after so I can get a headcount
CPR Training Class

72. CALL OUT!!!
for
Speakers at a Future Meeting
We would love to have a customer present
about how they are using Salesforce!
Please let Rich, Angela or I know
if you are interested.

73. Share Your Learning and Fun!
Post, Tweet, and Share with
#TrailblazerCommunity #SalesforceOhana
@JaxFL_SF_Ohana
A few examples from previous Jacksonville Trailblazer Community Group
Meetings