Join us to get some of the key highlights from the most recent Summer '21 Release that will impact most Orgs, with presenter Angela Moten, Salesforce Consultant/nCino Administrator at American Red Cross. 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 ’21 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.

1. WELCOME!
Jax, FL Admin Trailblazer Community
Summer ‘21 Release Highlights
Thursday, May 20, 2021

2. AGENDA
3:00-3:15 Welcome & Introductions
3:15-4:00 Summer ‘21 Release Highlights
Presenter, Angela Moten, American Red Cross
4:00-4:20 Social Time - Breakout Rooms
4:20-4:30 Prize Giveaways / Q&A
4:30-4:45 Community Group Updates and Closing Remarks

3. • 10+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group Leader since 2017
• Florida Dreamin’ Conference Planning Team Member since origination in 2018
• Lightning Champion since 2019
/marclester
@MarcJLester
Jax, FL Admin Trailblazer
Community Group
Leaders
• 6+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group participant since 2017
• Florida Dreamin’ Conference Speaker 2019
/angelamoten
@amoteninc

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.

7. Where are you joining from today?

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

9. Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use
of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

10. Housekeeping
● Please remain on mute, but feel free to unmute and ask a question or make a comment at any time
● If you would prefer, feel free to chat a question or comment
● We would love it if everyone that has a webcam to be on video, even if you are in your pajamas 
● If you are not able to turn on your video, please ensure your full name is displayed (use name on registration for event)

12. Salesforce Summer
’21 Release Review

13. 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.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who
purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-
looking statements.
Forward-Looking Statements

14. Service

15. Admin
MFA Required For ALL Internal Users
Starting February 1, 2022, Salesforce will require
MFA for direct and SSO logins into Salesforce,
using ither Salesforce’s MFA or your own single
sign-on provider’s MFA service. Learn
Why: The global threat landscape is constantly evolving, and the types of
attacks that can cripple a business and exploit consumers are on the rise. A
key part of your security strategy is safeguarding access to your Salesforce
user accounts. But used on their own, user credentials don’t provide sufficient
protection against threats like phishing attacks, man-in-the-middle attacks, and
credential stuffing. That’s where MFA comes in. It’s one of the easiest, most
effective ways to prevent unauthorized account access and safeguard your
business and your customers’ data.

16. Admin
Reports & Dashboards: Inline Editing in
Salesforce Reports (Beta)
Salesforce is bringing the power of inline editing to
reports! Now, if a record is out of date, you can
update certain fields (text, numeric, and checkbox)
without leaving the report view. For example, if a
sales rep is viewing an Opportunity report, they
can update the Probability field from the report
and the report will automatically refresh.

17. Admin
Reports & Dashboards: Download a Dashboard
Image to a File
You can now download a dashboard as a PNG file
that can then be embedded in documents,
presentations or anywhere else!

18. Admin
Case management: Use a Macro to send
Multiple emails
Use the Bulk Macro from the Case List View or Record Home Page, select an email template (Classic or Lightning) to send
multiple emails.
Use a Default No-Reply Address for Case
Email Notifications
This will auto-activate in Spring ’22. If existing orgs do not set up the default No-Reply address as the system address for case
email notifications, HTML and custom email components will not appear.

19. Platform

20. Admin
See Record Access Reasons in Lightning
Experience
Use the Record Sharing
Hierarchy in Lightning
Experience to easily
understand why a user
has access to a certain
record.

21. Admin
Set Assignment Expirations and Permissions in
Permission Sets and Permission Set Groups
Control when a user's permissions expire based on
your business requirements.
For example, you may want to
allow only a consultant to access
an object during a project but you
want to remove it when the project
ends. Rather than having to
create a special consultant profile,
you can create a permission set
and assign it to a specific user.
This in Beta currently

22. Admin
Dynamic Actions Bar (Pilot)
You can now quickly and easily configure a
Dynamic Actions bar for your standard and
custom actions, including setting visibility for the
entire Dynamic Actions bar. Add, drag, and
configure the Dynamic Actions Bar component on
your app page with the Lightning App Builder.

23. Restriction Rules (Beta)
Want a truly "private" Activities or Contracts access model? Don't want your external (communities)
users seeing the same set of activities or contracts as internal users? Enter Restriction Rules!
Restriction rules are a record-level access control mechanism that allows you to grant granular
visibility to specified users.
Restriction rules let you enhance your security by allowing certain users to access only specified
records. They prevent users from accessing records that can contain sensitive data or information
that isn’t essential to their work. Restriction rules are available for custom objects, contracts, tasks,
and events and can be configured through the Tooling or Metadata API.
See the Restriction Rules Developer Guide for more details and use cases.
Supported Objects: Activities (Task & Event), Contracts, Custom Objects

24. Page Analysis
Get a more accurate readout
of your record page’s
performance from the
Performance Analysis tool,
which now includes custom
components in its
assessment.
Improve Page Performance with Custom Lightning Component Analysis

25. User
Engagement

26. In-App Guidance
The Guidance Center provides adoption content for Admins of all skill levels and
all orgs and includes important resources so that Admins can learn how to
customize their org within the context of where they actually do it.
In-App Guidance is also moving from a one month free trial to 3 free
walkthroughs at any given time.
Guidance Center now available to all orgs!

27. Admin
Mass Actions in Split View
View Multiple Records at Once
Just like table view, use split view to
select and take actions on multiple
records!
Select 200 Records At Once
Select and action on up to 200 records
Save time doing repeatable tasks.
Work down a list and easily close
multiple cases or add contacts to a
campaign.

28. Pipeline
Inspection

29. A Brand New Consolidated View
of the Pipeline
Pipeline Inspection provides key highlights, out-of-the-box pipeline
segmentation, and critical rollups, all without leaving the Opportunities
page.
Spreadsheet like view to easily identify important, recent deal changes

30. Checklist of Setup To Do Items for Admins
In-app guidance appears to admins
in Setup and is shown every 3 days
for a maximum of 10 times.
Setup is as easy as turning on
Pipeline Inspection and verifying that
you have Historical Trending
enabled and configured for
opportunities.
Add the Pipeline Inspection button
and assign the Pipeline Inspection
permission set to the users who you
want to have access to Pipeline
Inspection.
Users can then access Pipeline
Inspection from the Opportunities
tab.

31. Accounts as
Campaign
Members

32. Add Accounts as Campaign Members
Solves many common use cases where contact aren’t relevant for the
campaign or the accounts you want to target don’t have contacts
identified yet
● Fundraising: many non-profits want to be able to add accounts to
campaigns
● Account Prospecting: Add accounts to a campaign with the goal of
identifying at least one contact for each account. Add contacts to the
campaign as they’re identified.
● Events: Target a set of accounts to invite to an event, but customer
does not know which contacts they want to invite yet.
Target Accounts directly with a campaign

33. Add Accounts as Campaign Members
Update your page layouts to include the Campaign History related list
on account records.
Search and Add - Exactly Like Adding Contact and Lead Members

34. Salesforce Flow

35. Available with the all Clouds.
Salesforce Flow: Multicolumn Screens
You can divide each flow screen into multiple sections and columns
to create a visually appealing and effective layout. The multicolumn
screen layout is responsive, so columns stack vertically to fit on
mobile phones.
The Section component is now supported in flows that get launched
from Einstein Next Best Action and Actions & Recommendations
components. Labels for components in sections are now supported in
Translation Workbench.
Admin
How: In Flow Builder, use the Section component
to easily arrange screen components into multiple
columns.

36. Admin

37. Salesforce Flow: Set a Default Value
for Any Screen Component That
Display Choices
Now you can set a default value using any flow resource. Use a
record query, an action, or another component. Or manually
select a specific picklist value when you use a picklist choice set.
Previously, you could only select a choice resource for the default
value.
Admin
Why: Say you use a screen flow to make it easier to ask users to update opportunity details. The user sets the opportunity's stage, and you want the
Stage picklist to preselect the opportunity record's current stage. In the Stage picklist that appears on the screen, Closed Won is preselected.

38. And because it makes more sense to set
the default value after you've added the
possible options, we moved the Default
Value field from below the Data Type field
to below the choice options. To set a
default value, add at least one choice.
Admin

39. Salesforce Flow: Control over Picklist
Requiredness in Flow Screens
Admin
“—None—” will be added to each picklist option list. The picklist no longer defaults to the first item in the picklist by default. A required
checkbox will also be available in the picklist component.

40. Salesforce Flow: Use “ISCHANGED,
ISNEW, and PRIORVALUE in Record-
Triggered Flow Fomulas
Admin
Record-triggered flows now support the Salesforce formulas you know
and love: ISCHANGED(), PRIORVALUE() and ISNEW(). Easily migrate
your formulas from Process Builder and Workflow Rules into Flow, and
build out new complex logic around record changes as you develop
record-triggered automation.
How: When copying formulas containing ISCHANGED and PRIORVALUE into
record-triggered flows, use the $Record global variable instead of the object. For
example, to use ISCHANGED(account.x) in a record-triggered flow formula,
change it to ISCHANGED($Record.x). The ISNEW formula function requires no
changes because it has no parameters.

41. Salesforce Flow: Use “Is Changed” in
Condition Logic for Start & Decision
Elements
Admin
Use the new Is Changed operator in your condition logic for Start
elements and Decision elements in record-triggered flows. With
the Is Changed operator, you can define conditions that check
whether certain field values on the record changed in the current
transaction.

42. Drag CRM Object Fields onto Screen Canvas
Build screen flows faster by easily
adding Salesforce object fields onto
screens.
When you add an object field to a
flow screen, the field’s name, data
type, help text, requiredness, and
existing field values are automatically
configured for you.
Ensure consistency between Screen Flows and your CRM objects & field attributes

43. Salesforce Flow: Switch Between
Checkbox Group and Multi-Select
Picklist or Picklist w/o Starting Over
Admin
No need to start over again if you want
to switch the style of your list items
from checkbox group to multi-select
picklist when users can select multiple
items and between picklist and radio
buttons for a single select item.

44. Salesforce Flow: Find Failed Flows
Faster
Skip your inbox and go straight to the new Failed Flow Interviews list view. Now, if your flows have failed interviews, you can find them all in
one place. You can create a custom list view that includes paused and failed flow interviews. Previously, you clicked a link in a flow error email
to start debugging a failed flow interview.
Admin
How: In Setup, Paused Flow Interviews changed to Paused and Failed Flow Interviews. The Setup page now includes list views
for flow interviews that are paused or have failed. The list views include more list view controls such as Sharing Settings and
Select Fields to Display.
From Setup, enter flow in Quick Find box, and then select Paused and Failed Flow Interviews. The default list view is Paused
Flow Interviews. To open the flow interview in Flow Builder, click the interview label.

45. Salesforce Flow: Debug Flows with One
Button
Debug flows faster without choosing between debugging on the canvas or viewing only debug details. The flow now determines whether you
can debug on the canvas or see only the debug details. For example, you can debug autolaunched flows with or without triggers on the canvas
but debug screen flows only in the debug details.
Admin
How: To start debugging a flow, you now click Debug.

46. Visit salesforce.com/releases: click here
Watch demo videos on the YouTube playlist: click here
Take the Release Highlights Trail: click here
Stay up to date by joining the customer Release Readiness
Trailblazers Community Group: click here
Dive into the details with Release notes: click here
1
2
3
4
5
How Do I Learn More?

48. Breakout Rooms
Breakout Room Topic:
What are you looking forward to the most as
we finally start moving towards our ‘New
Norm’?
 You will be assigned to a Breakout Room randomly.
 Each room will have up to 5 attendees in it.
 I will open the rooms shortly and you will get a notification to join your respective room.
 We want to keep this simple as this activity is meant for fun casual conversations in smaller
groups for us to get to know each other better.
 We will talk for about 15 minutes, and you will see a countdown timer display when you have
60 seconds to rejoin the main room.

49. Winners
Send Email Address
to
Marc.Lester@trailblazercgl.com
Winners must be in the U.S. to win.

50. Q&A

51. Community Group Updates and Closing Remarks

52. 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

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

55.  Free to Register and Attend
 It’s not just for Developers anymore, there will lots of great content available
 There will be Episodes, Demos and even Networking Opportunities!
 When registering you will use your ‘All-In-One’ Trailblazer.me account
 Recordings of all content will be available after event

56. Upcoming Administrator Group Events
 Wed, June 2nd – Connections – Get More from Digital, from Anywhere + Entertainment
(Virtual Watch Party) 12:00p-1:00p
 Wed, June 23rd – TrailheaDX – Pre-show + Main Show Keynote
(Virtual Watch Party) 11:45a-1:00p
 July – TBD – Anyone have a great Customer Success Story they would like to present about?
 Aug – TrailheaDX Global Gathering? IN-PERSON?
 Updates from any other group leaders (Salesforce Saturday, Nonprofit or Developer)?

57. • Two days well-spent October 28th-29th
– 30+ Sessions
– 3 Session Rooms with Diverse Topics!
– Expo Hall with Awesome Sponsors!
– Maybe another Gator?
• Early-Bird Tickets now thru 7/31/2021
(only 150 will be sold. Get them while they last)
• Looking for Sponsors & Speakers Now!
• Doubletree by Hilton Orlando Airport
• Follow us on Social Media:
Register Now!

58. 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

59. Winners
Send Email Address
to
Marc.Lester@trailblazercgl.com
Winners must be in the U.S. to win.