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WELCOME!
Jax, FL Admin Trailblazer Community
Summer ‘22 Release Highlights
Wednesday, August 31, 2022
AGENDA
3:00-3:30 Welcome & Introductions
3:30-4:45 Summer ‘22 Release Highlights
Presenter, Marc Lester, Coastal Cloud
4:45-5:00 Community Group Updates and Closing Remark
5:15-8:00 Networking at BJs Brewhouse
• 11+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group Leader since 2017
• Florida Dreamin’ Conference Planning Team Member since origination in 2018
/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
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.
Job Opportunities?
New to the
Trailblazer Community?
WELCOME
to the Salesforce Ohana!!
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.
Housekeeping
● Restrooms
● WiFi
● Networking after with drinks and appetizers (look for me or Angela for a Coastal Cloud wristband)
Summer ‘22
Release in a Box
A digital resource for Admins,
Business Users, Developers,
Community Groups, and more.
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
Table of Contents
Sales Service Marketing Commerce Analytics
MuleSoft
Platform - Application
Development
Platform - Services Platform - UI Financial Services
Healthcare &
Lifesciences
Manufacturing Consumer Goods Loyalty Public Sector
Communications Media Energy & Utilities Nonprofit Education
Net Zero
Skilling &
Enablement
Customer Success Slack Related Products
Sales
● Forecasting Enhancements
● Sales Enablement Enhancements
● Meeting Follow Ups
Forecasting Enhancements
Tailor forecast categories to align with your business model.
Available with the purchase of Sales Cloud Enterprise Edition+
Tailor forecast categories to align with your business
model. Use expanded custom filters in forecast category
setup to support all currency and numeric fields. For
example, create forecast categories by revenue bands
such as $0-$100K, $100K-$1M, and > $1M. And re-label
categories based on how you run your business; for
example, re-label Best Case to Upside.
Learn More
Business User
Sales Enablement Enhancements
Onboard new sellers quickly, help them hit quota more often, and keep them around longer
with Sales Enablement.
All Salesforce customers have access to 3 free In-App Walkthroughs. By
purchasing the Sales Enablement add-on, customers have access to
unlimited walkthroughs.
Onboard new sellers quickly, help them hit quota more
often, and keep them at full productivity for longer with
Sales Enablement. Enable your sellers with the right
content at the right time, and use Rich Text in floating
and targeted prompts to clarify what to do next. Prompt
sellers to take action by pointing to global header icons
and action buttons within your Salesforce instance.
Learn More
Business User
Meeting Follow Ups
Notify reps on post-call actions like sending an email, scheduling a meeting, or other relevant
next steps based on the call insights.
Available with the purchase of Einstein Conversation Insights,
High Velocity Sales
Improve opportunity health by never missing a meeting follow-up. Notify reps of post-call actions like sending an
email, scheduling a meeting, or other relevant next steps based on call insights such as questions that were asked in
the meeting that need attention.
Learn More
Business User
User Interface
● Dynamic Related List Enhancements
● Create Custom Address Fields
● Overdue Tasks Enhancements
● Picklist Values Enhancements
● Login Enhancements for Slack & Microsoft
Dynamic Related List Enhancements
Help teams take action fast with Dynamic Related Lists in Lightning App
Builder.
We've added filterable related lists to Lightning App
Builder, which now has the full functionality of Page
Layout Editor and more, plus the ability to filter related
lists to show only the most relevant information to your
users.
Available with the purchase of Enterprise Edition, Unlimited Edition,
Performance Edition
Business User
End User
Admin
Watch Demo Learn More
Learn More
Learn More
Learn More
Learn More
Login Enhancements for Slack & Microsoft
Sign into Salesforce with your Slack and Microsoft credentials.
Available with the purchase of Enterprise Edition, Unlimited Edition,
Performance Edition, Developer Edition
Business User
End User
Customer
We are making the sign-in experience easier. Use either your Slack or Microsoft credentials to log into Salesforce orgs,
Experience Cloud sites, and third-party apps connected to Salesforce. This applies to internal users and customer
identity.
Learn More
Analytics
● Enhanced Report Type Selector
● Report Inline Editing
● Create Reports Based on Selected Objects
Learn More
Learn More
Learn More
Service
● Swarming in Slack
● Messaging for In-App and Web
● Intraday Management
● Omni-Channel Supervisor Enhancements
Swarming in Slack
Resolve cases and incidents faster by getting real-time support from
cross-functional experts
Available with the purchase of any Service Cloud license
Help service agents resolve complex or high-severity
cases and incidents faster by collaborating in Slack. Using
an out-of-the-box workflow, agents can automatically
bring together the right experts from any department
into a dedicated Slack channel.
Watch Demo Learn More
Business User
Messaging for In-App and Web
Enhance conversations with asynchronous messaging in app and web.
Allow customers to have continuous
conversations with persistent messaging sessions
across in-app and web experiences. Customers
no longer need to keep a browser open or stay
in-app to have a conversation.
Available with the purchase of Service Cloud
Unlimited Edition + Digital Engagement
Watch Demo Learn More
Business User
Intraday Management
Respond in real-time to unexpected changes in demand.
Empower Supervisors to take immediate action to
optimize agent schedules and close the gap between
forecasted work and actual staffing needs using a
dynamic, real-time view of case volumes and trends.
Available with the purchase of Workforce Engagement Unlimited &
Enterprise Editions
Business User
Learn More
Omni-Channel Supervisor Enhancements
Coach agents in real time with call monitoring and whispers for live assists.
Available with the purchase of Service Cloud Voice,
Service Cloud Voice with Amazon Connect
Supervisors can now monitor transcripts for any ongoing
call from Omni-Channel Supervisor. In addition, if agents
need assistance on a call, they can raise a flag for help,
and supervisors can assist with text-based whispers.
Learn More
Business User
Platform - Services
● Performance Assistant
● Security Policy Management
● Event Monitoring Enhancements
Learn More
Security Policy Management
Easily manage security settings for all of your orgs in one place.
If you are managing multiple orgs, Security Center now
lets you define central security policies and deploy them
to all of your orgs with clicks. For this release, Health
Check Baselines, Password Policies, Session Settings, and
Trusted IP ranges are included.
Available with the purchase of Security Center (add-on)
Watch Demo
Developer Security
Admin
Learn More
Event Monitoring Enhancements
Track permission changes to prevent data thefts.
Available with the purchase of Event Monitoring or Shield add-ons
Admin
The all-new Permission Set Event in Event Monitoring gives you granular visibility into Permission Set modifications.
With this new event, use Transaction Security to prevent critical permissions from being maliciously or accidentally
granted.
Learn More
Customer Success
● Success Center Enhancements
● Premier Success Plan Enhancements
Success Center Enhancements
Easily find the curated resources, personalized recommendations, and best practices you need to
accomplish goals and drive your business forward, all in one place.
The Success Center is your destination for curated resources, personalized recommendations, and best practices to
accomplish your goals and drive business value. No matter where you are on your Salesforce journey or what products
you’ve purchased, you can easily find what you need on the Success Center.
Learn More
Admin
Admin Business User
Premier Success Plan Enhancements
Leverage Salesforce expertise to achieve desired business outcomes with new Premier Success
Plans Enhancements.
In Summer ‘22, we’ve added new and refreshed expert
coaching, an SMB Onboarding Program, expanded
Premier coverage for Datorama, Admin Assist EOL, and
Events Platform & Success Center enhancements.
Learn More
Visit salesforce.com/releases
Watch the demo videos
Take the Release Highlights Trail
Dive into the detailed Release notes
Join the Release Readiness
Trailblazers Community Group
1
2
3
4
5
How do I Learn More?
Q&A
Community Group Updates and Closing Remarks
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
JOIN THE MOVEMENT & START HAVING AN IMPACT
TODAY 🤗
Who is attending this year?
I will be hosting a group networking event on Monday from 4:00p-6:00p.
https://bit.ly/JaxNetworkDF22 (case sensitive)
I also created a Group Me group for us all to stay connected throughout the week.
https://bit.ly/JaxOhanaDF22 (case sensitive) - Recommend downloading the Group Me App
Upcoming Administrator Group Events
 Sept – Mon, 9/19 4:00p-6:00p – Jax Ohana at Dreamforce, The Fly Trap, San Francisco
 Sept – ? – Dreamforce Watch Party – Virtual? In-Person?
 Oct – Wed, 10/12 3:00p-7:30p – CSX – Learning session 3-5 with networking after
 Oct – Wed-Fri, 10/26-10/28 – Florida Dreamin’ in Orlando
with several of our very own #JaxOhana members presenting!!
 Updates from any other group leaders (Salesforce Saturday, Nonprofit, Developer, WIT or Architect)?
• Two+ days well-spent October 26th-28th
– 30+ Sessions
– 3 Session Rooms with Diverse Topics!
– Expo Hall with Awesome Sponsors!
– Maybe another Gator?
• Doubletree by Hilton Orlando Airport
• Follow us on Social Media:
Register Now!
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
Appendix
Full deck of Summer ‘22 Release Highlights
Summer ‘22
Release in a Box
A digital resource for Admins,
Business Users, Developers,
Community Groups, and more.
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
Visit salesforce.com/releases
Watch the demo videos
Take the Release Highlights Trail
Dive into the detailed Release notes
Join the Release Readiness
Trailblazers Community Group
1
2
3
4
5
How do I Learn More?
Table of Contents
Sales Service Marketing Commerce Analytics
MuleSoft
Platform - Application
Development
Platform - Services Platform - UI Financial Services
Healthcare &
Lifesciences
Manufacturing Consumer Goods Loyalty Public Sector
Communications Media Energy & Utilities Nonprofit Education
Net Zero
Skilling &
Enablement
Customer Success Slack Related Products
Sales
● Forecasting Enhancements
● Subscription Management
● Sales Cloud for Slack
● Revenue Intelligence Enhancements
● Meeting Follow Ups
● Sales Enablement Enhancements
Forecasting Enhancements
Tailor forecast categories to align with your business model.
Available with the purchase of Sales Cloud Enterprise Edition+
Tailor forecast categories to align with your business
model. Use expanded custom filters in forecast category
setup to support all currency and numeric fields. For
example, create forecast categories by revenue bands
such as $0-$100K, $100K-$1M, and > $1M. And re-label
categories based on how you run your business; for
example, re-label Best Case to Upside.
Learn More
Business User
Subscription Management
Empower your B2B customers to manage and monetize their subscription businesses across
any self-service channels.
Available with the purchase of Sales Cloud: Professional, Enterprise,
Unlimited, Performance
Service Cloud: Professional, Enterprise, Unlimited, Performance
Empower your B2B customers to manage and monetize
their subscription businesses across any self-service
channel, and provide simple quoting capabilities for
direct sales. The API-first design and intuitive setup
experience enables admin users to integrate Subscription
Management into any app and deliver a frictionless
buying experience for their customers.
Watch Demo Learn More
Business User
Sales Cloud for Slack
This Slack app connects Sales Cloud and Slack workspaces to surface important Sales Cloud
in the channels where sales teams are working.
Available with the purchase of Sales Cloud Enterprise Edition and Slack
premium+
Connect Sales Cloud and Slack to surface important Sales
Cloud data across your organization throughout the
Digital HQ for Sales. Centralize the selling conversation
and automatically notify the team about important
opportunity or account updates in Salesforce-linked
channels. The Notification Wizard allows individuals to
tailor their alerts to their needs. Surface important deals—
whether they're new or just closed—to managers in
personalized Slack channels so nothing falls through the
cracks.
Watch Demo Learn More
Business User
Revenue Intelligence Enhancements
Available with the purchase of Revenue Intelligence
Quickly understand the health of your business with revenue insights
dashboards and performance dashboards regardless of what type of
forecasting you use.
Revenue Insights dashboards are now available for Sales
Cloud customers who do not use collaborative
forecasting. Overview dashboards can show rollups based
on forecast category or opportunity records. You can also
access other dashboards, including Team Performance
and Sales Performance. These enhancements are now
available for financial services cloud, communications
cloud, manufacturing cloud, and consumer goods cloud.
Learn More
Business User
Meeting Follow Ups
Notify reps on post-call actions like sending an email, scheduling a meeting, or other relevant
next steps based on the call insights.
Available with the purchase of Einstein Conversation Insights,
High Velocity Sales
Improve opportunity health by never missing a meeting follow-up. Notify reps of post-call actions like sending an
email, scheduling a meeting, or other relevant next steps based on call insights such as questions that were asked in
the meeting that need attention.
Learn More
Business User
Sales Enablement Enhancements
Onboard new sellers quickly, help them hit quota more often, and keep them around longer
with Sales Enablement.
All Salesforce customers have access to 3 free In-App Walkthroughs. By
purchasing the Sales Enablement add-on, customers have access to
unlimited walkthroughs.
Onboard new sellers quickly, help them hit quota more
often, and keep them at full productivity for longer with
Sales Enablement. Enable your sellers with the right
content at the right time, and use Rich Text in floating
and targeted prompts to clarify what to do next. Prompt
sellers to take action by pointing to global header icons
and action buttons within your Salesforce instance.
Learn More
Business User
Service
● Swarming
● Enhanced Scheduling and Optimization
● Messaging for In-App and Web
● Intraday Management
● Omni-Channel Supervisor Enhancements
Swarming
Resolve cases and incidents faster by getting real-time support from
cross-functional experts
Available with the purchase of any Service Cloud license
Help service agents resolve complex or high-severity
cases and incidents faster by collaborating in Slack. Using
an out-of-the-box workflow, agents can automatically
bring together the right experts from any department
into a dedicated Slack channel.
Watch Demo Learn More
Business User
Enhanced Scheduling and Optimization
Optimized scheduling capabilities are built for performance, precision, and scalability.
Enhanced Schedule and Optimization provides you with
greater precision to improve your CSAT and Service
Productivity. Select the best routes based on vehicles and
roads thereby improving tech utilization and Service Level
Agreement (SLA) compliance. Schedule more
appointments per day by eliminating white space on
schedules with Service Appointment Sliding.
Available with the purchase of Salesforce Field Service, Service Cloud
Enterprise & Unlimited Editions
Watch Demo Learn More
Business User
Messaging for In-App and Web
Enhance conversations with asynchronous messaging in app and web.
Allow customers to have continuous conversations with
persistent messaging sessions across in-app and web
experiences. Customers no longer need to keep a
browser open or stay in-app to have a conversation.
Available with the purchase of Service Cloud
Unlimited Edition + Digital Engagement
Watch Demo Learn More
Business User
Intraday Management
Respond in real-time to unexpected changes in demand.
Empower Supervisors to take immediate action to
optimize agent schedules and close the gap between
forecasted work and actual staffing needs using a
dynamic, real-time view of case volumes and trends.
Available with the purchase of Workforce Engagement Unlimited &
Enterprise Editions
Business User
Learn More
Omni-Channel Supervisor Enhancements
Coach agents in real time with call monitoring and whispers for live assists.
Available with the purchase of Service Cloud Voice,
Service Cloud Voice with Amazon Connect
Supervisors can now monitor transcripts for any ongoing
call from Omni-Channel Supervisor. In addition, if agents
need assistance on a call, they can raise a flag for help,
and supervisors can assist with text-based whispers.
Learn More
Business User
Marketing
● Marketing Cloud Intelligence: Database Exports
● Customer Data Platform: Related Profile Attributes
● Account Engagement: Completion Action
Enhancements
● Personalization: Triggered Campaign Messages
Marketing Cloud Intelligence: Database Exports
Easily export cleansed and harmonized marketing data into your enterprise
database.
Included with the purchase of Marketing Cloud Intelligence
(not included in Intelligence Reports for Engagement)
Easily export your cleansed and harmonized marketing
data into your database of choice (starting with
Snowflake and PostgreSQL) to unlock its value in your
enterprise analysis and create an audit-proof system of all
data.
Learn More Watch Demo
Business User
Customer Data Platform: Related Profile Attributes
Available with the purchase of Marketing Cloud Customer Data Platform
(all editions)
Business User
Expand activation capabilities to power personalized messaging and
journeys.
Activate attributes from loyalty, transactional, or
engagement data sources from within the Customer Data
Platform. Marketers can send additional customer profile
information to marketing platforms like Marketing Cloud
Engagement to enhance personalized communications.
Watch Demo Learn More
Account Engagement:
Completion Action Enhancements
Trigger personalized experiences using conditional logic in completion
actions.
Available with the purchase of Marketing Cloud Account Engagement
Easily implement conditional logic within completion
action automations. This community-requested update
allows marketers to get even more granular with
personalization on emails, forms, and other assets by
triggering follow-up actions only if a prospect meets a
certain set of criteria.
Watch Demo Learn More
Business User
Triggered Campaign Messages
Trigger personalized experiences based on catalog changes or behavioral signals like cart
abandonment.
Available with the purchase of Marketing Cloud Personalization (all
editions)
Drive revenue through product updates with catalog triggers for restocked items, price reductions, and more.
Respond in real time to critical events like cart abandonment with behavioral triggers, re-engaging customers on their
preferred channel.
Watch Demo
Business User
Commerce
● Marketing Cloud Intelligence Connectors for
Commerce
● Salesforce Payments Enhancements
● B2B2C Commerce Enhancements
● Salesforce Order Management Enhancements
Harmonize disparate data across marketing and
commerce with pre-built data models to optimize sales,
orders, and product results faster. Easily analyze
marketing ROI and ecommerce sales data with flexible
dashboarding and AI-powered insights to create smarter
customer journeys.
Available with the purchase of B2C Commerce + Marketing Cloud
Intelligence (formerly “Datorama”)
Business User
Marketing Cloud Intelligence Connectors for
Commerce
Easily integrate and harmonize your commerce sales with marketing performance to
drive business growth.
Business User
Admin
Watch Demo
Salesforce Payments Enhancements
Increase conversions by giving shoppers the freedom to choose their preferred payment
method.
Available with the purchase of Salesforce Payments
Offer shoppers new payment methods with support for Klarna, a buy now pay later option, and EPS, a popular online
payment method in Austria. You also have the option to store payment credentials for future authorizations to
support recurring payments.
Watch Demo
Business User
B2B2C Commerce Enhancements
Launch a D2C channel globally & use Unified Checkout to configure a checkout page fast with
clicks.
Available with the purchase of Salesforce Commerce for B2C
Grow your D2C business internationally with the new
global availability of Salesforce Commerce for B2C.
Unified Checkout enables customers to get up and
running quickly with turnkey checkout that's configurable
and composable using Builder.
Watch Demo Learn More
Business User
Salesforce Order Management
Enhancements
Order servicing enhancements for service agents to discount, add items to orders, and
process uneven exchanges.
Available with the purchase of Salesforce Order Management
Service post-purchase orders seamlessly through
powerful and flexible capabilities directly from the service
or order management console. Discount an order at any
point of fulfillment. Plus, with newly launched API’s
customers can build custom workflows that allow agents
to create new orders, add orders to existing orders, and
exchange items.
Watch Demo Learn More
Business User
Analytics
● Einstein Discovery: Text Clustering
● Ask Data for Salesforce
● CRM Analytics for Slack
● Data Manager Enhancements
Einstein Discovery: Text Clustering
Cluster your unstructured text for predictive models.
Available with the purchase of CRM Analytics Plus (formerly “Tableau CRM
Plus”), Einstein Predictions
Make the most of your unstructured text data by using
ML to extract keywords from large text fields. Then input
these keywords into predictive ML models.
Watch Demo Learn More
Business User
Ask Data for Salesforce
Get data insights and contextual recommendations faster.
Available with the purchase of CRM Analytics Plus (formerly “Tableau CRM
Plus”)
Get automatic insights and dashboards without pulling
them from any datasets with Analytics Home Search.
Watch Demo Learn More
Business User
CRM Analytics for Slack
Meet the Digital HQ for Analytics
With CRM Analytics and Slack, you can bring data to every conversation and get data-driven insights from anywhere.
Get more intelligence out of your Salesforce reports without leaving Slack. Digital HQ for Analytics helps you make
analytics accessible throughout your organization so your data is more impactful.
Watch Demo
Business User
Learn More
Data Manager Enhancements
Manage all your data in one place
Available with the purchase of CRM Analytics, Salesforce Data Pipelines
Admin
The new Data Manager lays the foundation for additional
features we're building around recipe sharing, recipe
chaining, and recipe visualization.
Learn More
MuleSoft
● Anypoint Flex Gateway
● Anypoint API Governance
● MuleSoft Composer Connectors
● MuleSoft Accelerators
Anypoint Flex Gateway
Ultrafast API gateway for APIs running anywhere
Available with the purchase of API Management on
Anypoint Platform (or) Anypoint Platform Base Subscription
Api Users
API Owners
Developer
Manage and secure APIs running in any architecture or
environment with an ultrafast gateway that delivers the
performance required for most demanding applications
and seamlessly integrates with DevOps and CI/CD
workflows. Anypoint Flex Gateway is one of the key
products that enables Universal API management on
Anypoint Platform.
Learn More
Anypoint API Governance
The fastest and easiest way for you to connect apps and data to Salesforce.
Operationalize API governance without adding any
friction to development, to ensure all enterprise APIs
maintain consistent quality, security and conformance
with industry regulations and internal best practices.
Anypoint API Governance is one of the key products that
enables Universal API management on Anypoint
Platform.
IT Decision
Makers
Available with the purchase of API Management on
Anypoint Platform (or) Anypoint Platform Base Subscription
MuleSoft Accelerators
Packaged solutions to jumpstart top integration & business initiatives.
New and enhanced MuleSoft Accelerators for
Manufacturing, Life Sciences, Financial Services, and
Retail provide foundational assets expertly designed to
jumpstart your top integration use cases for Salesforce
clouds and other industry imperatives.
Available with the purchase of Mulesoft Composer or
Mulesoft Composer for Salesforce
Admin Business User
MuleSoft Composer Connectors
In Summer ‘22, we’ve released more connectors for
MuleSoft Composer for Salesforce, the fastest and easiest
way for you to connect apps and data to Salesforce. New
connectors include Gmail, Google Calendar, Workday,
Shopify, MS Dynamics Business Central, and Snowflake
HTTP.
Included in MuleSoft Anypoint Platform Base Subscription
Developer
Platform - Application
Development
● Flow Trigger and Screen Enhancements
● AWS Partnership Enhancements
● Salesforce Functions Enhancements
Flow Trigger and Screen Enhancements
Building Flow is now easier than ever.
You can now access Flow Trigger Explorer from Object
Manager and reorder your flow using drag-and-drop. New
formula editor in entry criteria is now supported. For
Screen Flows, admins can now add section headers that
can be expanded and collapsed. And Screen Flows can
now be embedded in Lightning Web Components.
Admin
Watch Demo
AWS Partnership Enhancements
Unify developer experiences.
Available with the purchase of Enterprise Edition, Unlimited Edition,
Performance Edition
Business User
Developer
Admin
Salesforce Connect Adapter for Amazon DynamoDB automatically discovers the data services in your AWS account
and can virtualize the data into Salesforce objects. Event Relays automatically send events from the Salesforce Event
bus to Amazon EventBridge.
Learn More
Salesforce Functions Enhancements
Extend the power of Salesforce with more data options.
Available with the purchase of Salesforce Functions + Enterprise
Edition, Unlimited Edition, Performance Edition, Heroku Data
Services + Heroku Common Runtime
Developer
Use Salesforce Functions to access Heroku Postgres
including data managed by Heroku Connect. Publish
events with Apache Kafka for Heroku, and optimize data
access overheads with Redis for Heroku.
Learn More
Platform - Services
● Security Policy Management
● Event Monitoring Enhancements
Security Policy Management
Easily manage security settings for all of your orgs in one place.
If you are managing multiple orgs, Security Center now
lets you define central security policies and deploy them
to all of your orgs with clicks. For this release, Health
Check Baselines, Password Policies, Session Settings, and
Trusted IP ranges are included.
Available with the purchase of Security Center (add-on)
Watch Demo
Developer Security
Admin
Learn More
Event Monitoring Enhancements
Track permission changes to prevent data thefts.
Available with the purchase of Event Monitoring or Shield add-ons
Admin
The all-new Permission Set Event in Event Monitoring gives you granular visibility into Permission Set modifications.
With this new event, use Transaction Security to prevent critical permissions from being maliciously or accidentally
granted.
Learn More
Platform - UI
● Lightning App Builder Enhancements
● Login Enhancements for Slack & Microsoft
● External Services Enhancements
● External Objects Enhancements
Lightning App Builder Enhancements
Help teams take action fast with Dynamic Related Lists in Lightning App Builder.
We've added filterable related lists to Lightning App
Builder, which now has the full functionality of Page
Layout Editor and more, plus the ability to filter related
lists to show only the most relevant information to your
users.
Available with the purchase of Enterprise Edition, Unlimited Edition,
Performance Edition
Business User
End User
Admin
Watch Demo Learn More
Login Enhancements for Slack & Microsoft
Sign into Salesforce with your Slack and Microsoft credentials.
Available with the purchase of Enterprise Edition, Unlimited Edition,
Performance Edition, Developer Edition
Business User
End User
Customer
We are making the sign-in experience easier. Use either your Slack or Microsoft credentials to log into Salesforce orgs,
Experience Cloud sites, and third-party apps connected to Salesforce. This applies to internal users and customer
identity.
Learn More
External Services Enhancements
Invoke External Services registered actions directly from Apex in a type-safe way.
Actions created through External Services have been
exposed exclusively for invocation through Flow or
Einstein Bots. Now developers can access these External
Services registered actions directly from Apex in a
type-safe way.
Available with the purchase of Lightning Experience in Enterprise,
Performance, Unlimited, and Developer Editions
Learn More
Business User
Developer
External Objects Enhancements
Limit which records you can see in the external systems based on rules that administrators
write.
Available with the purchase of Enterprise Edition, Unlimited Edition,
Performance Edition
With Restriction Rules for External Objects, you can now
limit which records a user can see in the external system
based on a rule the administrator writes.
Learn More
Business User
Developer
Admin
Financial Services
● Guided Discovery Questions
● Financial Services Cloud for Slack
● Actionable Relationship Center Enhancements
● Insurance Policy Administration
Enhancements for Large Commercial
Guided Discovery Questions
Deploy intelligent financial discovery processes across any channel
Exceeding the expectations of your clients begins with a
deep understanding of their financial situation and
needs. Guided Discovery Questions enable you to quickly
design and launch a guided process to gather and
validate relevant information at any stage of the client
lifecycle and through any channel.
Admin Business User
Learn More
Available with the purchase of Financial Services Cloud - Growth Professional
Edition +
Financial Services Cloud for Slack
Automate financial services workflows using Slack
Accelerate decisions from anywhere with this new Slack
app. Quickly get the insights you need from Financial
Services Cloud in the right context to make decisions
faster. In this release, you can execute deals efficiently
and collaborate more effectively with capabilities like
creating and reviewing interaction summaries directly
from Slack and creating deal channels for deals
approved by compliance teams.
Watch Demo
Business User
Available with the purchase of Financial Services Cloud - Growth PE+
Actionable Relationship Center
Enhancements
Admin
Configure the Actionable Relationship Center to fit your business—your
language, actions, and views.
The Actionable Relationship Center provides a single
actionable view of your client's relationships including
related people, businesses, financial accounts,
opportunities, policies, and important entities.
This new release allows you to configure how
relationships are visualized to match the needs, language
and desired functionality of your business. For example,
retail banks can configure family relationship hierarchies
while commercial banks can configure business
relationship hierarchies. These enhancements allows you
to surface the most important data and actions for your
business.
Watch Demo Learn More
Available with the purchase of Financial Services Cloud - Growth PE+
Insurance Policy Administration
Enhancements for Large Commercial
Enable deep pricing and coverage configuration to support large clients with
multiple sites, expansive commercial fleets,
and more.
In this release we expanded the large commercial
quote-to-issue capabilities. Enable deep pricing and
coverage configuration to support large clients with
multiple sites (each requiring unique coverage),
commercial fleets, and more. Bring scale and improved
performance to your biggest customers with enhanced
pricing, quoting, and policy services.
Learn More
Available with the purchase of Insurance Product Administration (Base):
Policy Administration-Full & Policy Administration-Quoting
Business User
Healthcare & Lifesciences
● Unified Health Scoring
● Care Coordination for Slack
● Patient Timeline Enhancement
● Intelligent Sales Enhancements
Unified Health Scoring
Understand the whole health of patients
Organizations can view the clinical and non-clinical
factors of a patient from the medical, social,
demographic, behavioral compiled in a one profile.
Available with the purchase of Health Cloud + the Add On SKU
Watch Demo Learn More
Business User
Care Coordination for Slack
Leverage the power of Slack and Health Cloud to more efficiently manage
the quality of care
Available with the purchase of Health Cloud + Slack
Care coordinators can improve outcomes and reduce
readmissions by arranging the transitions of care for their
patients and members.
Watch Demo Learn More
Business User
Patient Timeline Enhancement
Understand the patient's present health status to help formulate a
provisional diagnosis.
Available with the purchase of Health Cloud
Clinicians can evaluate and accurately track the patient
with an interactive, chronological view of past and future
patient events.
Learn More
Business User
Intelligent Sales Enhancements
Provide insights into products expirations to reduce write-offs
Available with the purchase of Health Cloud
Sales representatives can take proactive steps to reduce
product expirations by providing visibility into expiring field
inventory.
Learn More
Business User
Manufacturing
● Program-Based Business Management
● Tableau Accelerator for Rebate Management
● CRM Analytics for Manufacturing Cloud
Enhancements
● MuleSoft Accelerator for Manufacturing
Program-Based Business Management
Get visibility into long-term projects and programs with Manufacturing Cloud.
Now, supplier program and project managers can use
OEM forecast data to better understand program
forecasts, forecast variants, and the parts and
components required for product production. Business
leaders can derive a more accurate forecast for their
program- or project-based business. Plus, out-of-the-box
Data Processing Engine templates empower admins to
calculate supplier component forecasts.
Available with the purchase of Manufacturing Cloud - Sales
Watch Demo Learn More
Business User
Tableau Accelerator for Rebate
Management
Available with the purchase of Rebate Management, Tableau
Power rebate management scenario planning with out-of-the-box Tableau
dashboards.
Easily estimate rebate budget requirements by visualizing
the effect of rebate percentage and tier changes.
Compare new rebate programs against existing scenarios
and more effectively plan program changes. Plus, create
cross-sell and upsell opportunities by visualizing program
attainment and partner incentive performance.
Learn More
Business User
Drive forecast accuracy by visualizing the projected
forecast. Dive deep into periods and metrics causing the
most variations to take corrective action. Discover the
factors that positively or negatively impact the forecast,
and understand best and worst case forecast scenarios to
improve business profitability.
Available with the purchase of Manufacturing Cloud, CRM Analytics for
Manufacturing (formerly “Tableau CRM for Manufacturing”)
CRM Analytics for Manufacturing Cloud
Enhancements
Take action on forecast variability with pre-built analytics dashboards.
Business User
MuleSoft Accelerator for Manufacturing
Get fast time-to-value and reduce technical debt with MuleSoft.
Get real-time visibility into customer, order, product, list
price, and sales contract data in Manufacturing Cloud—
directly from the system of record. Plus, improve
planning and resource alignment from real-time updates
to sales agreements and forecasts.
Available with the purchase of Manufacturing Cloud, MuleSoft
Business User
Consumer Goods
● Trade Promotion Management
● Funds and Claims Management
● Offline Penny-Perfect Pricing
Trade Promotion Management
Optimize trade activity on a connected platform to drive revenue growth
Optimize trade planning by allowing sales teams to
manage promotional plans and allocate trade funds to
maximize revenue. Clear visibility into trade budgets and
checkbooks ensures that teams can avoid overspend and
efficiently fund promotions.Once promotions are run,
consumer goods companies have clear visibility into their
effectiveness with real-time reporting. And they can easily
manage claims with streamlined settlements.
Available with the purchase of Consumer Goods Cloud
Trade Promotion Management
Watch Demo
Business User
Funds and Claims Management
Manage trade funding, avoid overspend, and optimize days outstanding.
Manage promotional budgets with available fund
visibility. Set, adjust, transfer, and monitor promotional
funds that enable smarter collaboration between finance
and sales teams. Streamline settlements, reducing days
outstanding with visibility to accrued liabilities.
Seamlessly match claims to corresponding promotions to
generate payments with speed and accuracy.
Available with the purchase of Consumer Goods Cloud Trade
Promotion Management
Business User
Offline Penny-Perfect Pricing
Place orders anywhere with the perfect price.
Available with the purchase of Consumer Goods Cloud
Sales representatives can now take orders
fully offline with offline ordering—while
promotion-driven orders help sales teams
up-sell. The system seamlessly calculates the
penny-perfect price based on available
promotions, flexible rules, and pricing
conditions. Penny-perfect pricing ensures
the price is consistent regardless of device,
location, or internet connectivity.
Watch Demo
Business User
Loyalty
● Expanded Partner Management
● CRM Analytics for Loyalty Management:
Intelligent Fraud Management
● Member Engagement Attributes
Expanded Partner Management
Onboard pre-paid and post-paid loyalty partners and effectively manage liability.
More effectively manage loyalty program partners. Set up
either pre-paid or post-paid partners while tracking
transaction histories and calculating liability. Create joint
promotions to better engage members and easily
capture liability at the promotion level for each partner.
Available with the purchase of Loyalty Management - Advanced
Watch Demo Learn More
Admin Business User
CRM Analytics for Loyalty Management: Intelligent
Fraud Management
Easily detect potential program fraud and respond quickly.
Easily detect potential program fraud and respond
quickly. New dashboards track behaviors such as high
redemption value activities, as well as high accrual and
redemption rates that exceed the fraud threshold.
Available with the purchase of CRM Analytics for Loyalty Management
(formerly “Tableau CRM for Loyalty Management”)
Watch Demo
Admin Business User
Member Engagement Attributes
Track member behaviors and use those attributes for more personalized engagement.
Track various member behaviors in a given time period,
such as number of visits in a month, and add them to the
Member Profile. Use those attributes to personalize
promotions, reward members, or provide new benefits.
Available with the purchase of Loyalty Management - Growth,
Loyalty Management - Advanced
Watch Demo Learn More
Admin Business User
Public Sector
● Care Plans
● Dynamic Assessments
Care Plans
Guided, comprehensive care for unique cases.
Available with the purchase of Public Sector Foundation,
Public Sector Foundation - Advanced
Create reusable care templates for cases to establish
goals, tasks, progress, monitoring activities, and other
services. Deliver high touch social and health programs
with clear guidance and recommended steps. Case
workers can further tailor the plan based on the unique
needs and development of the case.
Watch Demo Learn More
Business User
Dynamic Assessments
Complex assessments made simple.
Available with the purchase of Public Sector Foundation, Public Sector
Foundation Advanced
Design dynamic flows to support complex screening,
check-ins, visits, evaluations, and investigations without
code. Users can build conditional next-step logic that
helps quickly determine the recommended course of
action. As information is gathered, the assessment
dynamically updates so that caseworkers can quickly
capture the relevant information and provide the
recommended service.
Watch Demo Learn More
Business User
Communications
● CRM Analytics for Communications Cloud
Enhancements
● Document Generation Enhancements
● Mobile Subscription Management Enhancements
Leverage dashboards to closely monitor the order
fulfillment process and gain a visual understanding of
disruptions for orders. Track and improve KPIs, such as
fulfilment times, fallout rate and cancelled orders.
Available with the purchase of CRM Analytics for Communications
(formerly “Tableau CRM for Communications”) + Communications Cloud
CRM Analytics for Communications Cloud
Enhancements
Quickly detect order fulfillment disruptions and minimize fallout with analytics.
Business User
Document Generation Enhancements
Support the dynamic insertion of images, hyperlinks, and rich text into generated documents.
Support “tokens” in Microsoft Word and PowerPoint
templates for images, hyperlinks, and rich text that can
be dynamically merged to generate DOCX and PDF
outputs.
Available with the purchase of Communications Cloud
Business User
Enable a guided, catalog-driven approach for the buying
experience and increase self-service adoption by
including multi-play asset support in the Self Service
Portal.
Available with the purchase of Communications Cloud
Mobile Subscription Management
Enhancements
Accelerate time to market by adopting a catalog-driven, end-to-end buying experience and
multi-play self service portal.
Business User
Media
● Advertising Sales Management: Guided
Self-Service
Available with the purchase of Media Cloud
Advertising Sales Management: Guided
Self-Service
Maximize ad sales through a self-service portal with guided campaign
creation, execution, and analytics.
Enable publishers to grow advertising revenue by
providing advertisers, brands, and agencies the ability
and flexibility to create, execute, and access campaign
analytics on a self-service platform.
Watch Demo
Business User
Energy & Utilities
● Self-Service Portal
● Billing APIs
Self-Service Portal
Offer digital web and chat services to seamlessly support the overall utility
customer experience.
Give utility customers access to digital-first, convenient
self-service with an online portal and embedded chat.
Available with the purchase of Energy & Utilities Cloud + Experience Cloud
Utility Customer
Billing APIs
Elevate utility digital customer experience without disrupting legacy CIS or
billing systems.
Streamline billing processes and tracking on Energy &
Utilities Cloud with APIs that integrate to utility billing
software systems.
Available with the purchase of Energy & Utilities Cloud
IT
Nonprofit
● Experience Cloud for Nonprofits Enhancement
● External Reviews
● Elevate Enhancements
● Marketing Cloud Engagement for Nonprofits
Enhancements
● Guidance Center for Admins
Experience Cloud for Nonprofits Enhancement
Increase donor engagement and reduce staff time.
Available with the purchase of Experience Cloud for Nonprofits
Save staff time with the new donor portal in Experience
Cloud, which lets donors self service with options to look
up donation history and see all donations for a given
time-period, such as a tax year.
Learn More
Business User
External Reviews
Accelerate funding decisions by easily gathering input from external stakeholders.
Grants managers can now speed up decision making on
funding requests. External Reviews makes it easy for
external stakeholders to provide feedback on
applications.
Available with the purchase of Grants Management
Learn More Watch Demo
Business User
Elevate Enhancements
Raise more with tribute gifts by re-engaging lapsed donors with automated communications.
Raise more funds with tribute gifts. Identify recurring
donors and automate communications when regular
donations fail.
Available with the purchase of Nonprofit Success Pack + Salesforce.org
Elevate
Learn More Watch Demo
Business User
New enhanced automation capabilities support faster set
up of Marketing Cloud.
Available with the purchase of Marketing Cloud Engagement for
Nonprofits
Marketing Cloud Engagement for Nonprofits
Enhancements
Save even more time when setting up Marketing Cloud.
Learn More
Business User
Guidance Center for Admins
Admins get up and running faster with easy-to-use guides.
Available with the purchase of Nonprofit Success Pack, PMM, Nonprofit
Cloud Case Management
Admins get onboarding support with step-by-step
instructions and resources to set up their organization
quickly and easily.
Learn More
Admin
Business User
Admin
Education
● Admissions Connect Application Form Builder
● Admissions Connect Applicant Portal Template
● Data Mover for Recruitment and Admissions
● Student Success Alerts for Slack
Build branded admissions applications, events, and RFI
forms with clicks, not code, using OmniStudio.
Available with the purchase of Education Cloud, Admissions Connect
Admissions Connect Application Form
Builder
Quickly deploy branded admissions forms.
Business User
Deploy an out-of-the-box portal that gives applicants one
place to create a new account, login to an existing
account, start a new application, or complete an
in-progress application.
Available with the purchase of Education Cloud, Admissions Connect
Admissions Connect Applicant Portal Template
Easily launch an applicant portal.
Business User
Data Mover for Recruitment and
Admissions
Simplify complex data imports and minimize duplicates.
Start top-of-funnel prospect management faster with
ready-to-use importing, custom mapping, and
duplication prevention logic.
Available with the purchase of Education Cloud, Admissions Connect
Business User
Student Success Alerts for Slack
Use a Slack app to raise student alerts to advisors faster.
Enable faculty–or any member of a student’s support
team–to raise alerts about at-risk students from an
easy-to-use Slack app that feeds directly into Student
Success Hub.
Available with the purchase of Education Cloud, Slack and Student Success
Hub
Watch Demo
Business User
Net Zero
● Einstein Predictions for Net Zero
● Carbon Disclosure Project (CDP) Reporting
Framework
● Automated Data Gap Filling
● Building Energy Intensity Calculator
Einstein Predictions for Net Zero
Intelligent predictions on emissions and recommendations to reduce
emissions
Identify top assets that contribute to overall emissions
and get recommendations on how to reduce them so
your organization can get to net zero faster.
Learn More
Head of
Sustainability
Carbon Disclosure Project (CDP) Reporting
Framework
Export required data from NZC to draft a Carbon Disclosure Project (CDP)
report
Use guided flows in Net Zero Cloud to extract data
required for Carbon Disclosure Project (CDP) reporting in
minutes. By reporting through CDP, you gain a
competitive advantage and do your part towards building
a sustainable economy for people and the planet.
Learn More
Business User
Automated Data Gap Filling
Get notified for unassociated or missing energy use records in carbon footprint data.
Plug missing or unassociated energy use records into your
carbon footprint data based on comparisons with
reference data sets, for example CBECS, or with your own
data averages. Easily address data gaps such as missing
dates, overlapping dates, or dates outside of the carbon
footprint range.
Learn More
Business User
Building Energy Intensity Calculator
Compare energy intensity of stationary assets with benchmark data to identify variances
Track the energy intensity of your stationary assets, such
as buildings and data centers, to get insights on energy
use by area and compare the energy intensity with similar
assets in a particular geography. You can use building
energy intensity data to identify gaps in your carbon
footprint.
Learn More
Business User
Skilling and Enablement
● Sales Enablement Enhancements
Sales Enablement Enhancements
Onboard new sellers quickly, help them hit quota more often, and keep them around longer
with Sales Enablement.
All Salesforce customers have access to 3 free In-App Walkthroughs. By
purchasing the Sales Enablement add-on, customers have access to
unlimited walkthroughs.
Onboard new sellers quickly, help them hit quota more
often, and keep them at full productivity for longer with
Sales Enablement. Enable your sellers with the right
content at the right time, and use Rich Text in floating
and targeted prompts to clarify what to do next. Prompt
sellers to take action by pointing to global header icons
and action buttons within your Salesforce instance.
Learn More
Business User
Customer Success
● Signature Success Plan Enhancements
● Premier Success Plan Enhancements
Success Center Enhancements
Easily find the curated resources, personalized recommendations, and best practices you need to
accomplish goals and drive your business forward, all in one place.
The Success Center is your destination for curated resources, personalized recommendations, and best practices to
accomplish your goals and drive business value. No matter where you are on your Salesforce journey or what products
you’ve purchased, you can easily find what you need on the Success Center.
Learn More
Admin
Admin Business User
Premier Success Plan Enhancements
Leverage Salesforce expertise to achieve desired business outcomes with new Premier Success
Plans Enhancements.
In Summer ‘22, we’ve added new and refreshed expert
coaching, an SMB Onboarding Program, expanded
Premier coverage for Datorama, Admin Assist EOL, and
Events Platform & Success Center enhancements.
Learn More
Slack
● GovSlack
● Salesforce Cloud Integrations for Slack
GovSlack
Secure, flexible collaboration built to meet the compliance needs of the
public sector.
GovSlack provides secure and flexible collaboration built
to meet the compliance needs of the public sector, and
the commercial partners that work alongside them.
Available with the purchase of GovSlack
Watch Demo
Admin Business User
Salesforce Cloud Integrations for Slack
A new way to interact with Salesforce to drive performance and automate work—right from
Slack.
Available with the purchase of Salesforce and Slack
New integrations with Sales Cloud, Marketing Cloud, and
Service Cloud bring Salesforce data and tools right into
Slack to increase team performance, making
conversations more insightful, customer-centric, and
action-oriented.
Learn More
Admin Business User
Related Products
● Salesforce Scheduler: Shift Rostering
Enhancements
● Salesforce Feedback Management: Matrix
Questions
● Salesforce Surveys: Design Enhancements
● Contractor Appointment Management
Enhancements
Salesforce Scheduler: Shift Rostering
Enhancements
Visualize working hours to easily see appointments and coverage.
Allow territory managers and resources to visualize the
working hours of all resources and territory holidays to
track appointment coverage.
Available with the purchase of Salesforce Scheduler, which can be
purchased as an add-on to Service, Platform and Industry Clouds
Admin
Admin Business User
Improve feedback by asking multiple questions with the
same response options.
Available with the purchase of Salesforce Feedback Management, which
can be purchased as an add-on to Service, Platform and Industry Clouds
Salesforce Feedback Management: Matrix
Questions
Improve response rates with Matrix Questions.
Business User
Salesforce Surveys: Design Enhancements
Brand your surveys with your company logo.
Add a company logo to the bottom of all your surveys to
comply with your brand standards.
Available with the purchase of Salesforce Surveys, which can be purchased
as an add-on to Service, Platform and Industry Clouds
Business User
Use Experience Cloud to easily book and manage
appointments for contractors.
Available with the purchase of Service, Platform, Industry Clouds
Contractor Appointment Management
Enhancements
Simplify appointment management for contractors with Experience Cloud.
Admin Business User
Jax, FL Admin Group Presents: Summer '22 Release Highlights

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Jax, FL Admin Group Presents: Summer '22 Release Highlights

  • 1. WELCOME! Jax, FL Admin Trailblazer Community Summer ‘22 Release Highlights Wednesday, August 31, 2022
  • 2. AGENDA 3:00-3:30 Welcome & Introductions 3:30-4:45 Summer ‘22 Release Highlights Presenter, Marc Lester, Coastal Cloud 4:45-5:00 Community Group Updates and Closing Remark 5:15-8:00 Networking at BJs Brewhouse
  • 3. • 11+ Years in Salesforce Ecosystem • Jacksonville, FL Admin Group Leader since 2017 • Florida Dreamin’ Conference Planning Team Member since origination in 2018 /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.
  • 5.
  • 6.
  • 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 ● Restrooms ● WiFi ● Networking after with drinks and appetizers (look for me or Angela for a Coastal Cloud wristband)
  • 11.
  • 12. Summer ‘22 Release in a Box A digital resource for Admins, Business Users, Developers, Community Groups, and more.
  • 13. 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
  • 14. Table of Contents Sales Service Marketing Commerce Analytics MuleSoft Platform - Application Development Platform - Services Platform - UI Financial Services Healthcare & Lifesciences Manufacturing Consumer Goods Loyalty Public Sector Communications Media Energy & Utilities Nonprofit Education Net Zero Skilling & Enablement Customer Success Slack Related Products
  • 15. Sales ● Forecasting Enhancements ● Sales Enablement Enhancements ● Meeting Follow Ups
  • 16. Forecasting Enhancements Tailor forecast categories to align with your business model. Available with the purchase of Sales Cloud Enterprise Edition+ Tailor forecast categories to align with your business model. Use expanded custom filters in forecast category setup to support all currency and numeric fields. For example, create forecast categories by revenue bands such as $0-$100K, $100K-$1M, and > $1M. And re-label categories based on how you run your business; for example, re-label Best Case to Upside. Learn More Business User
  • 17. Sales Enablement Enhancements Onboard new sellers quickly, help them hit quota more often, and keep them around longer with Sales Enablement. All Salesforce customers have access to 3 free In-App Walkthroughs. By purchasing the Sales Enablement add-on, customers have access to unlimited walkthroughs. Onboard new sellers quickly, help them hit quota more often, and keep them at full productivity for longer with Sales Enablement. Enable your sellers with the right content at the right time, and use Rich Text in floating and targeted prompts to clarify what to do next. Prompt sellers to take action by pointing to global header icons and action buttons within your Salesforce instance. Learn More Business User
  • 18. Meeting Follow Ups Notify reps on post-call actions like sending an email, scheduling a meeting, or other relevant next steps based on the call insights. Available with the purchase of Einstein Conversation Insights, High Velocity Sales Improve opportunity health by never missing a meeting follow-up. Notify reps of post-call actions like sending an email, scheduling a meeting, or other relevant next steps based on call insights such as questions that were asked in the meeting that need attention. Learn More Business User
  • 19. User Interface ● Dynamic Related List Enhancements ● Create Custom Address Fields ● Overdue Tasks Enhancements ● Picklist Values Enhancements ● Login Enhancements for Slack & Microsoft
  • 20. Dynamic Related List Enhancements Help teams take action fast with Dynamic Related Lists in Lightning App Builder. We've added filterable related lists to Lightning App Builder, which now has the full functionality of Page Layout Editor and more, plus the ability to filter related lists to show only the most relevant information to your users. Available with the purchase of Enterprise Edition, Unlimited Edition, Performance Edition Business User End User Admin Watch Demo Learn More
  • 25. Login Enhancements for Slack & Microsoft Sign into Salesforce with your Slack and Microsoft credentials. Available with the purchase of Enterprise Edition, Unlimited Edition, Performance Edition, Developer Edition Business User End User Customer We are making the sign-in experience easier. Use either your Slack or Microsoft credentials to log into Salesforce orgs, Experience Cloud sites, and third-party apps connected to Salesforce. This applies to internal users and customer identity. Learn More
  • 26. Analytics ● Enhanced Report Type Selector ● Report Inline Editing ● Create Reports Based on Selected Objects
  • 30. Service ● Swarming in Slack ● Messaging for In-App and Web ● Intraday Management ● Omni-Channel Supervisor Enhancements
  • 31. Swarming in Slack Resolve cases and incidents faster by getting real-time support from cross-functional experts Available with the purchase of any Service Cloud license Help service agents resolve complex or high-severity cases and incidents faster by collaborating in Slack. Using an out-of-the-box workflow, agents can automatically bring together the right experts from any department into a dedicated Slack channel. Watch Demo Learn More Business User
  • 32. Messaging for In-App and Web Enhance conversations with asynchronous messaging in app and web. Allow customers to have continuous conversations with persistent messaging sessions across in-app and web experiences. Customers no longer need to keep a browser open or stay in-app to have a conversation. Available with the purchase of Service Cloud Unlimited Edition + Digital Engagement Watch Demo Learn More Business User
  • 33. Intraday Management Respond in real-time to unexpected changes in demand. Empower Supervisors to take immediate action to optimize agent schedules and close the gap between forecasted work and actual staffing needs using a dynamic, real-time view of case volumes and trends. Available with the purchase of Workforce Engagement Unlimited & Enterprise Editions Business User Learn More
  • 34. Omni-Channel Supervisor Enhancements Coach agents in real time with call monitoring and whispers for live assists. Available with the purchase of Service Cloud Voice, Service Cloud Voice with Amazon Connect Supervisors can now monitor transcripts for any ongoing call from Omni-Channel Supervisor. In addition, if agents need assistance on a call, they can raise a flag for help, and supervisors can assist with text-based whispers. Learn More Business User
  • 35. Platform - Services ● Performance Assistant ● Security Policy Management ● Event Monitoring Enhancements
  • 37. Security Policy Management Easily manage security settings for all of your orgs in one place. If you are managing multiple orgs, Security Center now lets you define central security policies and deploy them to all of your orgs with clicks. For this release, Health Check Baselines, Password Policies, Session Settings, and Trusted IP ranges are included. Available with the purchase of Security Center (add-on) Watch Demo Developer Security Admin Learn More
  • 38. Event Monitoring Enhancements Track permission changes to prevent data thefts. Available with the purchase of Event Monitoring or Shield add-ons Admin The all-new Permission Set Event in Event Monitoring gives you granular visibility into Permission Set modifications. With this new event, use Transaction Security to prevent critical permissions from being maliciously or accidentally granted. Learn More
  • 39. Customer Success ● Success Center Enhancements ● Premier Success Plan Enhancements
  • 40. Success Center Enhancements Easily find the curated resources, personalized recommendations, and best practices you need to accomplish goals and drive your business forward, all in one place. The Success Center is your destination for curated resources, personalized recommendations, and best practices to accomplish your goals and drive business value. No matter where you are on your Salesforce journey or what products you’ve purchased, you can easily find what you need on the Success Center. Learn More Admin Admin Business User
  • 41. Premier Success Plan Enhancements Leverage Salesforce expertise to achieve desired business outcomes with new Premier Success Plans Enhancements. In Summer ‘22, we’ve added new and refreshed expert coaching, an SMB Onboarding Program, expanded Premier coverage for Datorama, Admin Assist EOL, and Events Platform & Success Center enhancements. Learn More
  • 42. Visit salesforce.com/releases Watch the demo videos Take the Release Highlights Trail Dive into the detailed Release notes Join the Release Readiness Trailblazers Community Group 1 2 3 4 5 How do I Learn More?
  • 43. Q&A
  • 44. Community Group Updates and Closing Remarks
  • 45. 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
  • 46. JOIN THE MOVEMENT & START HAVING AN IMPACT TODAY 🤗
  • 47. Who is attending this year? I will be hosting a group networking event on Monday from 4:00p-6:00p. https://bit.ly/JaxNetworkDF22 (case sensitive) I also created a Group Me group for us all to stay connected throughout the week. https://bit.ly/JaxOhanaDF22 (case sensitive) - Recommend downloading the Group Me App
  • 48. Upcoming Administrator Group Events  Sept – Mon, 9/19 4:00p-6:00p – Jax Ohana at Dreamforce, The Fly Trap, San Francisco  Sept – ? – Dreamforce Watch Party – Virtual? In-Person?  Oct – Wed, 10/12 3:00p-7:30p – CSX – Learning session 3-5 with networking after  Oct – Wed-Fri, 10/26-10/28 – Florida Dreamin’ in Orlando with several of our very own #JaxOhana members presenting!!  Updates from any other group leaders (Salesforce Saturday, Nonprofit, Developer, WIT or Architect)?
  • 49. • Two+ days well-spent October 26th-28th – 30+ Sessions – 3 Session Rooms with Diverse Topics! – Expo Hall with Awesome Sponsors! – Maybe another Gator? • Doubletree by Hilton Orlando Airport • Follow us on Social Media: Register Now!
  • 50. 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
  • 51.
  • 52. Appendix Full deck of Summer ‘22 Release Highlights
  • 53. Summer ‘22 Release in a Box A digital resource for Admins, Business Users, Developers, Community Groups, and more.
  • 54. 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
  • 55. Visit salesforce.com/releases Watch the demo videos Take the Release Highlights Trail Dive into the detailed Release notes Join the Release Readiness Trailblazers Community Group 1 2 3 4 5 How do I Learn More?
  • 56. Table of Contents Sales Service Marketing Commerce Analytics MuleSoft Platform - Application Development Platform - Services Platform - UI Financial Services Healthcare & Lifesciences Manufacturing Consumer Goods Loyalty Public Sector Communications Media Energy & Utilities Nonprofit Education Net Zero Skilling & Enablement Customer Success Slack Related Products
  • 57. Sales ● Forecasting Enhancements ● Subscription Management ● Sales Cloud for Slack ● Revenue Intelligence Enhancements ● Meeting Follow Ups ● Sales Enablement Enhancements
  • 58. Forecasting Enhancements Tailor forecast categories to align with your business model. Available with the purchase of Sales Cloud Enterprise Edition+ Tailor forecast categories to align with your business model. Use expanded custom filters in forecast category setup to support all currency and numeric fields. For example, create forecast categories by revenue bands such as $0-$100K, $100K-$1M, and > $1M. And re-label categories based on how you run your business; for example, re-label Best Case to Upside. Learn More Business User
  • 59. Subscription Management Empower your B2B customers to manage and monetize their subscription businesses across any self-service channels. Available with the purchase of Sales Cloud: Professional, Enterprise, Unlimited, Performance Service Cloud: Professional, Enterprise, Unlimited, Performance Empower your B2B customers to manage and monetize their subscription businesses across any self-service channel, and provide simple quoting capabilities for direct sales. The API-first design and intuitive setup experience enables admin users to integrate Subscription Management into any app and deliver a frictionless buying experience for their customers. Watch Demo Learn More Business User
  • 60. Sales Cloud for Slack This Slack app connects Sales Cloud and Slack workspaces to surface important Sales Cloud in the channels where sales teams are working. Available with the purchase of Sales Cloud Enterprise Edition and Slack premium+ Connect Sales Cloud and Slack to surface important Sales Cloud data across your organization throughout the Digital HQ for Sales. Centralize the selling conversation and automatically notify the team about important opportunity or account updates in Salesforce-linked channels. The Notification Wizard allows individuals to tailor their alerts to their needs. Surface important deals— whether they're new or just closed—to managers in personalized Slack channels so nothing falls through the cracks. Watch Demo Learn More Business User
  • 61. Revenue Intelligence Enhancements Available with the purchase of Revenue Intelligence Quickly understand the health of your business with revenue insights dashboards and performance dashboards regardless of what type of forecasting you use. Revenue Insights dashboards are now available for Sales Cloud customers who do not use collaborative forecasting. Overview dashboards can show rollups based on forecast category or opportunity records. You can also access other dashboards, including Team Performance and Sales Performance. These enhancements are now available for financial services cloud, communications cloud, manufacturing cloud, and consumer goods cloud. Learn More Business User
  • 62. Meeting Follow Ups Notify reps on post-call actions like sending an email, scheduling a meeting, or other relevant next steps based on the call insights. Available with the purchase of Einstein Conversation Insights, High Velocity Sales Improve opportunity health by never missing a meeting follow-up. Notify reps of post-call actions like sending an email, scheduling a meeting, or other relevant next steps based on call insights such as questions that were asked in the meeting that need attention. Learn More Business User
  • 63. Sales Enablement Enhancements Onboard new sellers quickly, help them hit quota more often, and keep them around longer with Sales Enablement. All Salesforce customers have access to 3 free In-App Walkthroughs. By purchasing the Sales Enablement add-on, customers have access to unlimited walkthroughs. Onboard new sellers quickly, help them hit quota more often, and keep them at full productivity for longer with Sales Enablement. Enable your sellers with the right content at the right time, and use Rich Text in floating and targeted prompts to clarify what to do next. Prompt sellers to take action by pointing to global header icons and action buttons within your Salesforce instance. Learn More Business User
  • 64. Service ● Swarming ● Enhanced Scheduling and Optimization ● Messaging for In-App and Web ● Intraday Management ● Omni-Channel Supervisor Enhancements
  • 65. Swarming Resolve cases and incidents faster by getting real-time support from cross-functional experts Available with the purchase of any Service Cloud license Help service agents resolve complex or high-severity cases and incidents faster by collaborating in Slack. Using an out-of-the-box workflow, agents can automatically bring together the right experts from any department into a dedicated Slack channel. Watch Demo Learn More Business User
  • 66. Enhanced Scheduling and Optimization Optimized scheduling capabilities are built for performance, precision, and scalability. Enhanced Schedule and Optimization provides you with greater precision to improve your CSAT and Service Productivity. Select the best routes based on vehicles and roads thereby improving tech utilization and Service Level Agreement (SLA) compliance. Schedule more appointments per day by eliminating white space on schedules with Service Appointment Sliding. Available with the purchase of Salesforce Field Service, Service Cloud Enterprise & Unlimited Editions Watch Demo Learn More Business User
  • 67. Messaging for In-App and Web Enhance conversations with asynchronous messaging in app and web. Allow customers to have continuous conversations with persistent messaging sessions across in-app and web experiences. Customers no longer need to keep a browser open or stay in-app to have a conversation. Available with the purchase of Service Cloud Unlimited Edition + Digital Engagement Watch Demo Learn More Business User
  • 68. Intraday Management Respond in real-time to unexpected changes in demand. Empower Supervisors to take immediate action to optimize agent schedules and close the gap between forecasted work and actual staffing needs using a dynamic, real-time view of case volumes and trends. Available with the purchase of Workforce Engagement Unlimited & Enterprise Editions Business User Learn More
  • 69. Omni-Channel Supervisor Enhancements Coach agents in real time with call monitoring and whispers for live assists. Available with the purchase of Service Cloud Voice, Service Cloud Voice with Amazon Connect Supervisors can now monitor transcripts for any ongoing call from Omni-Channel Supervisor. In addition, if agents need assistance on a call, they can raise a flag for help, and supervisors can assist with text-based whispers. Learn More Business User
  • 70. Marketing ● Marketing Cloud Intelligence: Database Exports ● Customer Data Platform: Related Profile Attributes ● Account Engagement: Completion Action Enhancements ● Personalization: Triggered Campaign Messages
  • 71. Marketing Cloud Intelligence: Database Exports Easily export cleansed and harmonized marketing data into your enterprise database. Included with the purchase of Marketing Cloud Intelligence (not included in Intelligence Reports for Engagement) Easily export your cleansed and harmonized marketing data into your database of choice (starting with Snowflake and PostgreSQL) to unlock its value in your enterprise analysis and create an audit-proof system of all data. Learn More Watch Demo Business User
  • 72. Customer Data Platform: Related Profile Attributes Available with the purchase of Marketing Cloud Customer Data Platform (all editions) Business User Expand activation capabilities to power personalized messaging and journeys. Activate attributes from loyalty, transactional, or engagement data sources from within the Customer Data Platform. Marketers can send additional customer profile information to marketing platforms like Marketing Cloud Engagement to enhance personalized communications. Watch Demo Learn More
  • 73. Account Engagement: Completion Action Enhancements Trigger personalized experiences using conditional logic in completion actions. Available with the purchase of Marketing Cloud Account Engagement Easily implement conditional logic within completion action automations. This community-requested update allows marketers to get even more granular with personalization on emails, forms, and other assets by triggering follow-up actions only if a prospect meets a certain set of criteria. Watch Demo Learn More Business User
  • 74. Triggered Campaign Messages Trigger personalized experiences based on catalog changes or behavioral signals like cart abandonment. Available with the purchase of Marketing Cloud Personalization (all editions) Drive revenue through product updates with catalog triggers for restocked items, price reductions, and more. Respond in real time to critical events like cart abandonment with behavioral triggers, re-engaging customers on their preferred channel. Watch Demo Business User
  • 75. Commerce ● Marketing Cloud Intelligence Connectors for Commerce ● Salesforce Payments Enhancements ● B2B2C Commerce Enhancements ● Salesforce Order Management Enhancements
  • 76. Harmonize disparate data across marketing and commerce with pre-built data models to optimize sales, orders, and product results faster. Easily analyze marketing ROI and ecommerce sales data with flexible dashboarding and AI-powered insights to create smarter customer journeys. Available with the purchase of B2C Commerce + Marketing Cloud Intelligence (formerly “Datorama”) Business User Marketing Cloud Intelligence Connectors for Commerce Easily integrate and harmonize your commerce sales with marketing performance to drive business growth. Business User Admin Watch Demo
  • 77. Salesforce Payments Enhancements Increase conversions by giving shoppers the freedom to choose their preferred payment method. Available with the purchase of Salesforce Payments Offer shoppers new payment methods with support for Klarna, a buy now pay later option, and EPS, a popular online payment method in Austria. You also have the option to store payment credentials for future authorizations to support recurring payments. Watch Demo Business User
  • 78. B2B2C Commerce Enhancements Launch a D2C channel globally & use Unified Checkout to configure a checkout page fast with clicks. Available with the purchase of Salesforce Commerce for B2C Grow your D2C business internationally with the new global availability of Salesforce Commerce for B2C. Unified Checkout enables customers to get up and running quickly with turnkey checkout that's configurable and composable using Builder. Watch Demo Learn More Business User
  • 79. Salesforce Order Management Enhancements Order servicing enhancements for service agents to discount, add items to orders, and process uneven exchanges. Available with the purchase of Salesforce Order Management Service post-purchase orders seamlessly through powerful and flexible capabilities directly from the service or order management console. Discount an order at any point of fulfillment. Plus, with newly launched API’s customers can build custom workflows that allow agents to create new orders, add orders to existing orders, and exchange items. Watch Demo Learn More Business User
  • 80. Analytics ● Einstein Discovery: Text Clustering ● Ask Data for Salesforce ● CRM Analytics for Slack ● Data Manager Enhancements
  • 81. Einstein Discovery: Text Clustering Cluster your unstructured text for predictive models. Available with the purchase of CRM Analytics Plus (formerly “Tableau CRM Plus”), Einstein Predictions Make the most of your unstructured text data by using ML to extract keywords from large text fields. Then input these keywords into predictive ML models. Watch Demo Learn More Business User
  • 82. Ask Data for Salesforce Get data insights and contextual recommendations faster. Available with the purchase of CRM Analytics Plus (formerly “Tableau CRM Plus”) Get automatic insights and dashboards without pulling them from any datasets with Analytics Home Search. Watch Demo Learn More Business User
  • 83. CRM Analytics for Slack Meet the Digital HQ for Analytics With CRM Analytics and Slack, you can bring data to every conversation and get data-driven insights from anywhere. Get more intelligence out of your Salesforce reports without leaving Slack. Digital HQ for Analytics helps you make analytics accessible throughout your organization so your data is more impactful. Watch Demo Business User Learn More
  • 84. Data Manager Enhancements Manage all your data in one place Available with the purchase of CRM Analytics, Salesforce Data Pipelines Admin The new Data Manager lays the foundation for additional features we're building around recipe sharing, recipe chaining, and recipe visualization. Learn More
  • 85. MuleSoft ● Anypoint Flex Gateway ● Anypoint API Governance ● MuleSoft Composer Connectors ● MuleSoft Accelerators
  • 86. Anypoint Flex Gateway Ultrafast API gateway for APIs running anywhere Available with the purchase of API Management on Anypoint Platform (or) Anypoint Platform Base Subscription Api Users API Owners Developer Manage and secure APIs running in any architecture or environment with an ultrafast gateway that delivers the performance required for most demanding applications and seamlessly integrates with DevOps and CI/CD workflows. Anypoint Flex Gateway is one of the key products that enables Universal API management on Anypoint Platform. Learn More
  • 87. Anypoint API Governance The fastest and easiest way for you to connect apps and data to Salesforce. Operationalize API governance without adding any friction to development, to ensure all enterprise APIs maintain consistent quality, security and conformance with industry regulations and internal best practices. Anypoint API Governance is one of the key products that enables Universal API management on Anypoint Platform. IT Decision Makers Available with the purchase of API Management on Anypoint Platform (or) Anypoint Platform Base Subscription
  • 88. MuleSoft Accelerators Packaged solutions to jumpstart top integration & business initiatives. New and enhanced MuleSoft Accelerators for Manufacturing, Life Sciences, Financial Services, and Retail provide foundational assets expertly designed to jumpstart your top integration use cases for Salesforce clouds and other industry imperatives. Available with the purchase of Mulesoft Composer or Mulesoft Composer for Salesforce Admin Business User
  • 89. MuleSoft Composer Connectors In Summer ‘22, we’ve released more connectors for MuleSoft Composer for Salesforce, the fastest and easiest way for you to connect apps and data to Salesforce. New connectors include Gmail, Google Calendar, Workday, Shopify, MS Dynamics Business Central, and Snowflake HTTP. Included in MuleSoft Anypoint Platform Base Subscription Developer
  • 90. Platform - Application Development ● Flow Trigger and Screen Enhancements ● AWS Partnership Enhancements ● Salesforce Functions Enhancements
  • 91. Flow Trigger and Screen Enhancements Building Flow is now easier than ever. You can now access Flow Trigger Explorer from Object Manager and reorder your flow using drag-and-drop. New formula editor in entry criteria is now supported. For Screen Flows, admins can now add section headers that can be expanded and collapsed. And Screen Flows can now be embedded in Lightning Web Components. Admin Watch Demo
  • 92. AWS Partnership Enhancements Unify developer experiences. Available with the purchase of Enterprise Edition, Unlimited Edition, Performance Edition Business User Developer Admin Salesforce Connect Adapter for Amazon DynamoDB automatically discovers the data services in your AWS account and can virtualize the data into Salesforce objects. Event Relays automatically send events from the Salesforce Event bus to Amazon EventBridge. Learn More
  • 93. Salesforce Functions Enhancements Extend the power of Salesforce with more data options. Available with the purchase of Salesforce Functions + Enterprise Edition, Unlimited Edition, Performance Edition, Heroku Data Services + Heroku Common Runtime Developer Use Salesforce Functions to access Heroku Postgres including data managed by Heroku Connect. Publish events with Apache Kafka for Heroku, and optimize data access overheads with Redis for Heroku. Learn More
  • 94. Platform - Services ● Security Policy Management ● Event Monitoring Enhancements
  • 95. Security Policy Management Easily manage security settings for all of your orgs in one place. If you are managing multiple orgs, Security Center now lets you define central security policies and deploy them to all of your orgs with clicks. For this release, Health Check Baselines, Password Policies, Session Settings, and Trusted IP ranges are included. Available with the purchase of Security Center (add-on) Watch Demo Developer Security Admin Learn More
  • 96. Event Monitoring Enhancements Track permission changes to prevent data thefts. Available with the purchase of Event Monitoring or Shield add-ons Admin The all-new Permission Set Event in Event Monitoring gives you granular visibility into Permission Set modifications. With this new event, use Transaction Security to prevent critical permissions from being maliciously or accidentally granted. Learn More
  • 97. Platform - UI ● Lightning App Builder Enhancements ● Login Enhancements for Slack & Microsoft ● External Services Enhancements ● External Objects Enhancements
  • 98. Lightning App Builder Enhancements Help teams take action fast with Dynamic Related Lists in Lightning App Builder. We've added filterable related lists to Lightning App Builder, which now has the full functionality of Page Layout Editor and more, plus the ability to filter related lists to show only the most relevant information to your users. Available with the purchase of Enterprise Edition, Unlimited Edition, Performance Edition Business User End User Admin Watch Demo Learn More
  • 99. Login Enhancements for Slack & Microsoft Sign into Salesforce with your Slack and Microsoft credentials. Available with the purchase of Enterprise Edition, Unlimited Edition, Performance Edition, Developer Edition Business User End User Customer We are making the sign-in experience easier. Use either your Slack or Microsoft credentials to log into Salesforce orgs, Experience Cloud sites, and third-party apps connected to Salesforce. This applies to internal users and customer identity. Learn More
  • 100. External Services Enhancements Invoke External Services registered actions directly from Apex in a type-safe way. Actions created through External Services have been exposed exclusively for invocation through Flow or Einstein Bots. Now developers can access these External Services registered actions directly from Apex in a type-safe way. Available with the purchase of Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions Learn More Business User Developer
  • 101. External Objects Enhancements Limit which records you can see in the external systems based on rules that administrators write. Available with the purchase of Enterprise Edition, Unlimited Edition, Performance Edition With Restriction Rules for External Objects, you can now limit which records a user can see in the external system based on a rule the administrator writes. Learn More Business User Developer Admin
  • 102. Financial Services ● Guided Discovery Questions ● Financial Services Cloud for Slack ● Actionable Relationship Center Enhancements ● Insurance Policy Administration Enhancements for Large Commercial
  • 103. Guided Discovery Questions Deploy intelligent financial discovery processes across any channel Exceeding the expectations of your clients begins with a deep understanding of their financial situation and needs. Guided Discovery Questions enable you to quickly design and launch a guided process to gather and validate relevant information at any stage of the client lifecycle and through any channel. Admin Business User Learn More Available with the purchase of Financial Services Cloud - Growth Professional Edition +
  • 104. Financial Services Cloud for Slack Automate financial services workflows using Slack Accelerate decisions from anywhere with this new Slack app. Quickly get the insights you need from Financial Services Cloud in the right context to make decisions faster. In this release, you can execute deals efficiently and collaborate more effectively with capabilities like creating and reviewing interaction summaries directly from Slack and creating deal channels for deals approved by compliance teams. Watch Demo Business User Available with the purchase of Financial Services Cloud - Growth PE+
  • 105. Actionable Relationship Center Enhancements Admin Configure the Actionable Relationship Center to fit your business—your language, actions, and views. The Actionable Relationship Center provides a single actionable view of your client's relationships including related people, businesses, financial accounts, opportunities, policies, and important entities. This new release allows you to configure how relationships are visualized to match the needs, language and desired functionality of your business. For example, retail banks can configure family relationship hierarchies while commercial banks can configure business relationship hierarchies. These enhancements allows you to surface the most important data and actions for your business. Watch Demo Learn More Available with the purchase of Financial Services Cloud - Growth PE+
  • 106. Insurance Policy Administration Enhancements for Large Commercial Enable deep pricing and coverage configuration to support large clients with multiple sites, expansive commercial fleets, and more. In this release we expanded the large commercial quote-to-issue capabilities. Enable deep pricing and coverage configuration to support large clients with multiple sites (each requiring unique coverage), commercial fleets, and more. Bring scale and improved performance to your biggest customers with enhanced pricing, quoting, and policy services. Learn More Available with the purchase of Insurance Product Administration (Base): Policy Administration-Full & Policy Administration-Quoting Business User
  • 107. Healthcare & Lifesciences ● Unified Health Scoring ● Care Coordination for Slack ● Patient Timeline Enhancement ● Intelligent Sales Enhancements
  • 108. Unified Health Scoring Understand the whole health of patients Organizations can view the clinical and non-clinical factors of a patient from the medical, social, demographic, behavioral compiled in a one profile. Available with the purchase of Health Cloud + the Add On SKU Watch Demo Learn More Business User
  • 109. Care Coordination for Slack Leverage the power of Slack and Health Cloud to more efficiently manage the quality of care Available with the purchase of Health Cloud + Slack Care coordinators can improve outcomes and reduce readmissions by arranging the transitions of care for their patients and members. Watch Demo Learn More Business User
  • 110. Patient Timeline Enhancement Understand the patient's present health status to help formulate a provisional diagnosis. Available with the purchase of Health Cloud Clinicians can evaluate and accurately track the patient with an interactive, chronological view of past and future patient events. Learn More Business User
  • 111. Intelligent Sales Enhancements Provide insights into products expirations to reduce write-offs Available with the purchase of Health Cloud Sales representatives can take proactive steps to reduce product expirations by providing visibility into expiring field inventory. Learn More Business User
  • 112. Manufacturing ● Program-Based Business Management ● Tableau Accelerator for Rebate Management ● CRM Analytics for Manufacturing Cloud Enhancements ● MuleSoft Accelerator for Manufacturing
  • 113. Program-Based Business Management Get visibility into long-term projects and programs with Manufacturing Cloud. Now, supplier program and project managers can use OEM forecast data to better understand program forecasts, forecast variants, and the parts and components required for product production. Business leaders can derive a more accurate forecast for their program- or project-based business. Plus, out-of-the-box Data Processing Engine templates empower admins to calculate supplier component forecasts. Available with the purchase of Manufacturing Cloud - Sales Watch Demo Learn More Business User
  • 114. Tableau Accelerator for Rebate Management Available with the purchase of Rebate Management, Tableau Power rebate management scenario planning with out-of-the-box Tableau dashboards. Easily estimate rebate budget requirements by visualizing the effect of rebate percentage and tier changes. Compare new rebate programs against existing scenarios and more effectively plan program changes. Plus, create cross-sell and upsell opportunities by visualizing program attainment and partner incentive performance. Learn More Business User
  • 115. Drive forecast accuracy by visualizing the projected forecast. Dive deep into periods and metrics causing the most variations to take corrective action. Discover the factors that positively or negatively impact the forecast, and understand best and worst case forecast scenarios to improve business profitability. Available with the purchase of Manufacturing Cloud, CRM Analytics for Manufacturing (formerly “Tableau CRM for Manufacturing”) CRM Analytics for Manufacturing Cloud Enhancements Take action on forecast variability with pre-built analytics dashboards. Business User
  • 116. MuleSoft Accelerator for Manufacturing Get fast time-to-value and reduce technical debt with MuleSoft. Get real-time visibility into customer, order, product, list price, and sales contract data in Manufacturing Cloud— directly from the system of record. Plus, improve planning and resource alignment from real-time updates to sales agreements and forecasts. Available with the purchase of Manufacturing Cloud, MuleSoft Business User
  • 117. Consumer Goods ● Trade Promotion Management ● Funds and Claims Management ● Offline Penny-Perfect Pricing
  • 118. Trade Promotion Management Optimize trade activity on a connected platform to drive revenue growth Optimize trade planning by allowing sales teams to manage promotional plans and allocate trade funds to maximize revenue. Clear visibility into trade budgets and checkbooks ensures that teams can avoid overspend and efficiently fund promotions.Once promotions are run, consumer goods companies have clear visibility into their effectiveness with real-time reporting. And they can easily manage claims with streamlined settlements. Available with the purchase of Consumer Goods Cloud Trade Promotion Management Watch Demo Business User
  • 119. Funds and Claims Management Manage trade funding, avoid overspend, and optimize days outstanding. Manage promotional budgets with available fund visibility. Set, adjust, transfer, and monitor promotional funds that enable smarter collaboration between finance and sales teams. Streamline settlements, reducing days outstanding with visibility to accrued liabilities. Seamlessly match claims to corresponding promotions to generate payments with speed and accuracy. Available with the purchase of Consumer Goods Cloud Trade Promotion Management Business User
  • 120. Offline Penny-Perfect Pricing Place orders anywhere with the perfect price. Available with the purchase of Consumer Goods Cloud Sales representatives can now take orders fully offline with offline ordering—while promotion-driven orders help sales teams up-sell. The system seamlessly calculates the penny-perfect price based on available promotions, flexible rules, and pricing conditions. Penny-perfect pricing ensures the price is consistent regardless of device, location, or internet connectivity. Watch Demo Business User
  • 121. Loyalty ● Expanded Partner Management ● CRM Analytics for Loyalty Management: Intelligent Fraud Management ● Member Engagement Attributes
  • 122. Expanded Partner Management Onboard pre-paid and post-paid loyalty partners and effectively manage liability. More effectively manage loyalty program partners. Set up either pre-paid or post-paid partners while tracking transaction histories and calculating liability. Create joint promotions to better engage members and easily capture liability at the promotion level for each partner. Available with the purchase of Loyalty Management - Advanced Watch Demo Learn More Admin Business User
  • 123. CRM Analytics for Loyalty Management: Intelligent Fraud Management Easily detect potential program fraud and respond quickly. Easily detect potential program fraud and respond quickly. New dashboards track behaviors such as high redemption value activities, as well as high accrual and redemption rates that exceed the fraud threshold. Available with the purchase of CRM Analytics for Loyalty Management (formerly “Tableau CRM for Loyalty Management”) Watch Demo Admin Business User
  • 124. Member Engagement Attributes Track member behaviors and use those attributes for more personalized engagement. Track various member behaviors in a given time period, such as number of visits in a month, and add them to the Member Profile. Use those attributes to personalize promotions, reward members, or provide new benefits. Available with the purchase of Loyalty Management - Growth, Loyalty Management - Advanced Watch Demo Learn More Admin Business User
  • 125. Public Sector ● Care Plans ● Dynamic Assessments
  • 126. Care Plans Guided, comprehensive care for unique cases. Available with the purchase of Public Sector Foundation, Public Sector Foundation - Advanced Create reusable care templates for cases to establish goals, tasks, progress, monitoring activities, and other services. Deliver high touch social and health programs with clear guidance and recommended steps. Case workers can further tailor the plan based on the unique needs and development of the case. Watch Demo Learn More Business User
  • 127. Dynamic Assessments Complex assessments made simple. Available with the purchase of Public Sector Foundation, Public Sector Foundation Advanced Design dynamic flows to support complex screening, check-ins, visits, evaluations, and investigations without code. Users can build conditional next-step logic that helps quickly determine the recommended course of action. As information is gathered, the assessment dynamically updates so that caseworkers can quickly capture the relevant information and provide the recommended service. Watch Demo Learn More Business User
  • 128. Communications ● CRM Analytics for Communications Cloud Enhancements ● Document Generation Enhancements ● Mobile Subscription Management Enhancements
  • 129. Leverage dashboards to closely monitor the order fulfillment process and gain a visual understanding of disruptions for orders. Track and improve KPIs, such as fulfilment times, fallout rate and cancelled orders. Available with the purchase of CRM Analytics for Communications (formerly “Tableau CRM for Communications”) + Communications Cloud CRM Analytics for Communications Cloud Enhancements Quickly detect order fulfillment disruptions and minimize fallout with analytics. Business User
  • 130. Document Generation Enhancements Support the dynamic insertion of images, hyperlinks, and rich text into generated documents. Support “tokens” in Microsoft Word and PowerPoint templates for images, hyperlinks, and rich text that can be dynamically merged to generate DOCX and PDF outputs. Available with the purchase of Communications Cloud Business User
  • 131. Enable a guided, catalog-driven approach for the buying experience and increase self-service adoption by including multi-play asset support in the Self Service Portal. Available with the purchase of Communications Cloud Mobile Subscription Management Enhancements Accelerate time to market by adopting a catalog-driven, end-to-end buying experience and multi-play self service portal. Business User
  • 132. Media ● Advertising Sales Management: Guided Self-Service
  • 133. Available with the purchase of Media Cloud Advertising Sales Management: Guided Self-Service Maximize ad sales through a self-service portal with guided campaign creation, execution, and analytics. Enable publishers to grow advertising revenue by providing advertisers, brands, and agencies the ability and flexibility to create, execute, and access campaign analytics on a self-service platform. Watch Demo Business User
  • 134. Energy & Utilities ● Self-Service Portal ● Billing APIs
  • 135. Self-Service Portal Offer digital web and chat services to seamlessly support the overall utility customer experience. Give utility customers access to digital-first, convenient self-service with an online portal and embedded chat. Available with the purchase of Energy & Utilities Cloud + Experience Cloud Utility Customer
  • 136. Billing APIs Elevate utility digital customer experience without disrupting legacy CIS or billing systems. Streamline billing processes and tracking on Energy & Utilities Cloud with APIs that integrate to utility billing software systems. Available with the purchase of Energy & Utilities Cloud IT
  • 137. Nonprofit ● Experience Cloud for Nonprofits Enhancement ● External Reviews ● Elevate Enhancements ● Marketing Cloud Engagement for Nonprofits Enhancements ● Guidance Center for Admins
  • 138. Experience Cloud for Nonprofits Enhancement Increase donor engagement and reduce staff time. Available with the purchase of Experience Cloud for Nonprofits Save staff time with the new donor portal in Experience Cloud, which lets donors self service with options to look up donation history and see all donations for a given time-period, such as a tax year. Learn More Business User
  • 139. External Reviews Accelerate funding decisions by easily gathering input from external stakeholders. Grants managers can now speed up decision making on funding requests. External Reviews makes it easy for external stakeholders to provide feedback on applications. Available with the purchase of Grants Management Learn More Watch Demo Business User
  • 140. Elevate Enhancements Raise more with tribute gifts by re-engaging lapsed donors with automated communications. Raise more funds with tribute gifts. Identify recurring donors and automate communications when regular donations fail. Available with the purchase of Nonprofit Success Pack + Salesforce.org Elevate Learn More Watch Demo Business User
  • 141. New enhanced automation capabilities support faster set up of Marketing Cloud. Available with the purchase of Marketing Cloud Engagement for Nonprofits Marketing Cloud Engagement for Nonprofits Enhancements Save even more time when setting up Marketing Cloud. Learn More Business User
  • 142. Guidance Center for Admins Admins get up and running faster with easy-to-use guides. Available with the purchase of Nonprofit Success Pack, PMM, Nonprofit Cloud Case Management Admins get onboarding support with step-by-step instructions and resources to set up their organization quickly and easily. Learn More Admin Business User Admin
  • 143. Education ● Admissions Connect Application Form Builder ● Admissions Connect Applicant Portal Template ● Data Mover for Recruitment and Admissions ● Student Success Alerts for Slack
  • 144. Build branded admissions applications, events, and RFI forms with clicks, not code, using OmniStudio. Available with the purchase of Education Cloud, Admissions Connect Admissions Connect Application Form Builder Quickly deploy branded admissions forms. Business User
  • 145. Deploy an out-of-the-box portal that gives applicants one place to create a new account, login to an existing account, start a new application, or complete an in-progress application. Available with the purchase of Education Cloud, Admissions Connect Admissions Connect Applicant Portal Template Easily launch an applicant portal. Business User
  • 146. Data Mover for Recruitment and Admissions Simplify complex data imports and minimize duplicates. Start top-of-funnel prospect management faster with ready-to-use importing, custom mapping, and duplication prevention logic. Available with the purchase of Education Cloud, Admissions Connect Business User
  • 147. Student Success Alerts for Slack Use a Slack app to raise student alerts to advisors faster. Enable faculty–or any member of a student’s support team–to raise alerts about at-risk students from an easy-to-use Slack app that feeds directly into Student Success Hub. Available with the purchase of Education Cloud, Slack and Student Success Hub Watch Demo Business User
  • 148. Net Zero ● Einstein Predictions for Net Zero ● Carbon Disclosure Project (CDP) Reporting Framework ● Automated Data Gap Filling ● Building Energy Intensity Calculator
  • 149. Einstein Predictions for Net Zero Intelligent predictions on emissions and recommendations to reduce emissions Identify top assets that contribute to overall emissions and get recommendations on how to reduce them so your organization can get to net zero faster. Learn More Head of Sustainability
  • 150. Carbon Disclosure Project (CDP) Reporting Framework Export required data from NZC to draft a Carbon Disclosure Project (CDP) report Use guided flows in Net Zero Cloud to extract data required for Carbon Disclosure Project (CDP) reporting in minutes. By reporting through CDP, you gain a competitive advantage and do your part towards building a sustainable economy for people and the planet. Learn More Business User
  • 151. Automated Data Gap Filling Get notified for unassociated or missing energy use records in carbon footprint data. Plug missing or unassociated energy use records into your carbon footprint data based on comparisons with reference data sets, for example CBECS, or with your own data averages. Easily address data gaps such as missing dates, overlapping dates, or dates outside of the carbon footprint range. Learn More Business User
  • 152. Building Energy Intensity Calculator Compare energy intensity of stationary assets with benchmark data to identify variances Track the energy intensity of your stationary assets, such as buildings and data centers, to get insights on energy use by area and compare the energy intensity with similar assets in a particular geography. You can use building energy intensity data to identify gaps in your carbon footprint. Learn More Business User
  • 153. Skilling and Enablement ● Sales Enablement Enhancements
  • 154. Sales Enablement Enhancements Onboard new sellers quickly, help them hit quota more often, and keep them around longer with Sales Enablement. All Salesforce customers have access to 3 free In-App Walkthroughs. By purchasing the Sales Enablement add-on, customers have access to unlimited walkthroughs. Onboard new sellers quickly, help them hit quota more often, and keep them at full productivity for longer with Sales Enablement. Enable your sellers with the right content at the right time, and use Rich Text in floating and targeted prompts to clarify what to do next. Prompt sellers to take action by pointing to global header icons and action buttons within your Salesforce instance. Learn More Business User
  • 155. Customer Success ● Signature Success Plan Enhancements ● Premier Success Plan Enhancements
  • 156. Success Center Enhancements Easily find the curated resources, personalized recommendations, and best practices you need to accomplish goals and drive your business forward, all in one place. The Success Center is your destination for curated resources, personalized recommendations, and best practices to accomplish your goals and drive business value. No matter where you are on your Salesforce journey or what products you’ve purchased, you can easily find what you need on the Success Center. Learn More Admin Admin Business User
  • 157. Premier Success Plan Enhancements Leverage Salesforce expertise to achieve desired business outcomes with new Premier Success Plans Enhancements. In Summer ‘22, we’ve added new and refreshed expert coaching, an SMB Onboarding Program, expanded Premier coverage for Datorama, Admin Assist EOL, and Events Platform & Success Center enhancements. Learn More
  • 158. Slack ● GovSlack ● Salesforce Cloud Integrations for Slack
  • 159. GovSlack Secure, flexible collaboration built to meet the compliance needs of the public sector. GovSlack provides secure and flexible collaboration built to meet the compliance needs of the public sector, and the commercial partners that work alongside them. Available with the purchase of GovSlack Watch Demo Admin Business User
  • 160. Salesforce Cloud Integrations for Slack A new way to interact with Salesforce to drive performance and automate work—right from Slack. Available with the purchase of Salesforce and Slack New integrations with Sales Cloud, Marketing Cloud, and Service Cloud bring Salesforce data and tools right into Slack to increase team performance, making conversations more insightful, customer-centric, and action-oriented. Learn More Admin Business User
  • 161. Related Products ● Salesforce Scheduler: Shift Rostering Enhancements ● Salesforce Feedback Management: Matrix Questions ● Salesforce Surveys: Design Enhancements ● Contractor Appointment Management Enhancements
  • 162. Salesforce Scheduler: Shift Rostering Enhancements Visualize working hours to easily see appointments and coverage. Allow territory managers and resources to visualize the working hours of all resources and territory holidays to track appointment coverage. Available with the purchase of Salesforce Scheduler, which can be purchased as an add-on to Service, Platform and Industry Clouds Admin Admin Business User
  • 163. Improve feedback by asking multiple questions with the same response options. Available with the purchase of Salesforce Feedback Management, which can be purchased as an add-on to Service, Platform and Industry Clouds Salesforce Feedback Management: Matrix Questions Improve response rates with Matrix Questions. Business User
  • 164. Salesforce Surveys: Design Enhancements Brand your surveys with your company logo. Add a company logo to the bottom of all your surveys to comply with your brand standards. Available with the purchase of Salesforce Surveys, which can be purchased as an add-on to Service, Platform and Industry Clouds Business User
  • 165. Use Experience Cloud to easily book and manage appointments for contractors. Available with the purchase of Service, Platform, Industry Clouds Contractor Appointment Management Enhancements Simplify appointment management for contractors with Experience Cloud. Admin Business User

Editor's Notes

  1. Salesforce culture is very ingrained in Hawaii – and one of the cool ceremony one can experience there is the E Komo Mai, which means Welcome. Let me take a moment today to welcome all our new members – please stand up – you can see that they are wearing a name tag with an Astro wearing a lei, please be sure to greet them, offer your help and make them feel part of this #TrailblazerCommunity on Day 1
  2. Please make any purchasing decisions based on what’s currently available in the market.
  3. https://help.salesforce.com/s/articleView?id=sf.sso_predefined_authentication_provider_parent.htm&type=5
  4. https://trailhead.salesforce.com/quests https://medium.com/trailhead/communicate-like-a-boss-f6a23b2f1b82?utm_source=Landing_Page&utm_campaign=Trailhead_Quests&utm_content=September_BeMOAR September Quest is for #BeMOAR with Impactful Leadership
  5. Marc to Review One of the best things about meeting like this is that there is SO MUCH insight and inspiration to share, which is a great way to help your network! We encourage you to share on your favorite social networks – it’ll help you friends find their way into this amazing ecosystem and community And it will help us grow So it’s good for EVERYONE