3. Forward Looking Statements
This presentation contains forward-looking statements about, among other things, trend analyses and future events, future financial performance, anticipated growth, industry prospects, environmental,
social and governance goals, and the anticipated benefits of 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, Salesforce’s results could differ materially from the results expressed or implied by these
forward-looking statements. 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: 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 security levels and service performance 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; the expenses associated with our data centers and third-party infrastructure providers; our ability to secure additional data center capacity; 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, cross-border data transfers and import and export controls; current and potential litigation involving us or our industry,
including litigation involving acquired entities such as Tableau Software, Inc. and Slack Technologies, Inc., and the resolution or settlement thereof; 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; the success of our strategy of acquiring or
making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; our ability to complete, on a timely basis or at all, announced transactions; our
ability to realize the benefits from acquisitions, strategic partnerships, joint ventures and investments, including our July 2021 acquisition of Slack Technologies, Inc., and successfully integrate acquired
businesses and technologies; our ability to compete in the markets in which we participate; the success of our business strategy and our plan to build our business, including our strategy to be a leading
provider of enterprise cloud computing applications and platforms; 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, including as a result of acquisitions; our ability
to preserve our workplace culture, including as a result of our decisions regarding our current and future office environments or work-from-home policies; 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; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies
within our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the impact of foreign currency exchange rate and interest rate fluctuations
on our results; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting
pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; uncertainties regarding our tax obligations in connection with potential jurisdictional transfers of intellectual
property, including the tax rate, the timing of the transfer and the value of such transferred intellectual property; uncertainties regarding the effect of general economic and market conditions; the impact
of geopolitical events; uncertainties regarding the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; the ability to execute our Share Repurchase
Program; our ability to comply with our debt covenants and lease obligations; the impact of climate change, natural disasters and actual or threatened public health emergencies; and our ability to
achieve our aspirations, goals and projections related to our environmental, social and governance initiatives.
Updated: September 28, 2022
6. Access Fields from Related Objects on Dynamic
Forms-Enabled Record Pages
You can now place fields
up to two levels away of
related objects on the
same Lightning record
page using Dynamic
Forms with the new
cross-object fields feature.
Cross-object fields are
read only.
7. Add actions to a record page in Lightning App
Builder that only show on mobile devices on
standard object record pages. These can be
added to the Highlights panel or page
properties in Lightning App Builder.
Note: Page level dynamic actions on mobile
take precedence over dynamic actions for
mobile in the Highlights panel.
Configure Mobile-Only Dynamic Actions
Now available for Standard Objects
9. Transfer Lightning dashboard ownership (GA)
Transfer dashboards to another user one
dashboard at a time or in bulk, and notify the
new owner by email.
Elevate your dashboards with images, rich
text, and dashboard widgets (all editions!)
Use widgets to show images, GIFs, descriptive
text, and charts to inform and guide your users.
Dashboards can support a max of 25 widgets,
including a max of 20 charts and tables, two
images, and 25 rich text widgets.
Use filters to target dashboard data (all
editions)
No more cloning the same dashboard for
different teams. Reuse the same Lightning
dashboard for different teams by applying up to
five filters.
Lightning Dashboard Enhancements
11. Access User Picklist Fields, Groups, and Queues in
User Access Policies’ User Criteria Filters (Beta)
You can now be even more
granular in your user filters for
your user access policies by
referencing user picklist fields,
groups, and queues to help
you better automate your user
assignments to permission
sets, permission set licenses,
package licenses, groups, and
queues.
Note: Enable ‘User Access
Policies (Beta)’ from the User
Management Settings page in
Setup.
12. Get notified when deleting permission
sets assigned to users
You can only delete a permission set that
is not assigned to users directly or via a
permission set group. You’ll receive a
notification letting you know why you can’t
perform the deletion task.
Use permission set groups in all editions
Permission set groups are now available
for all editions!
Other User Management Enhancements
14. Text Template Resources are Now Reactive
When you reference an
output of a component on
the same screen, the Text
Template resource (in Plain
Text mode) will react in real
time to changes made in that
component.
Add that resource to a
text-based component like a
Display Text, Long Text Area,
and Text components for
major text reuse. No more
waiting until the next screen
to see the information.
15. Display Text Reactivity (GA)
In Spring ’24, reactive Display
Text is now GA with decimal
places, commas, currency,
and date formats displayed
in text exactly as they look in
their screen fields.
The Long Text Area
component also joins the
Display Text component as a
reactive component.
Use a text formula resource
inside these components for
reactivity magic!
16. Create Data Lists at Run Time with the Repeater
Component (Beta)
Your users need to create
multiple sets of data using
the new Repeater
component.
Note: This feature supports
Checkbox, Text, Long Text,
Password, Date, Date/Time,
Number, Currency, Picklist,
Multi-Select Picklist, Radio
Buttons, and Checkbox
Group components.
Does not support conditional
visibility, help text, or input
validation or reactivity.
17. Validate Input on All Screen Components
Provide an error message to
your end users as they enter
data on your screens.
In the Validate Input section,
configure a formula to
evaluate to true in order for
the user to proceed.
Otherwise, the screen will
show an error.
Remember, input validation
formulas only show the error
if the criteria is false, which is
the opposite of validation
rules.
18. Data Table Component Remembers Your Previous
Record Selections
Each time your users search
in a Data Table component in
a screen, it retains their
record selections.
No more starting over with
record selection, which can
be rather frustrating to your
users!
19. Save a Dra of Your Flow to Come Back to Later
You don’t have to complete
element configuration just so
you can save your work.
Now, you can save a draft of
your flow for all elements,
except for Screen and Action
elements, and continue the
building later.
When you save your flow, it
will display warnings with
what needs to be fixed
before you can activate your
flow.
20. View/Access Flows that Use a Specific Email Alert
On the Email Alerts page for
a specific email alert, if the
email alert is used in a flow, a
new section called ‘Flows
Using This Email Alert’
appears showing the flow
name, version, description,
object, and whether it’s
active.
Click the flow name to open
up the flow.
21. Calculate Sum or Collection Item Count in a Target
Data Field Using the Transform Feature (Beta)
You can now aggregate data
from a source collection to
either calculate the sum or
count the items in a
collection and assign that
aggregated value to a target
data field.
Previously, you needed to use
the Loop and Assignment
elements to accomplish this.
22. Run Event-Triggered Flows as Default Workflow User
You can select to run your
event-triggered flow as the
user that triggered the event
or as your org’s default
workflow user. Running the
flow as the workflow user
might be helpful if your flow
fails due to mingling DML
operations with callouts.
Change the org’s default
workflow user by going to the
Process Automation Settings
page in Setup.
23. Debug Data Cloud-Triggered Flows
You can test or troubleshoot
your Data Cloud-triggered
flows before you activate and
deploy into production.
Similar to debugging a
record-triggered flow, you
select the existing Data
Cloud record and can test
create or update, including
update fields on the record
to test the update process.
Data changes made using
Debug are rolled back.
24. Send Data to Data Cloud in Flow Builder
Configure an Ingestion API
connector in Data Cloud.
Then, use the Send to Data
Cloud action in your flow to
send data to Data Cloud
without using code.
The GIF shows how easy it is
to use the Send to Data
Cloud action in a flow.
25. Migrate Most Actions from Processes to Flow
The Migrate to Flow tool has been enhanced to allow partial migration of actions
from processes to Flow Builder. It will note which actions require additional
configuration in Flow to fully migrate your processes to Flow by viewing Needs
Review. Minimally, you can migrate all actions except invocable actions from
processes to Flow.
This enhancement might be helpful if you want to use the migration tool to move
pending scheduled actions to scheduled paths, but your process contained a
previously unsupported action like Post to Chatter action.
26. Farewell to Process Builder and Workflow Rules…
…and Hello to Flow!
Retirement
Migration
Continued Investment
“Create New” is disabled, Edit & Activate are enabled
No new workflow rules or processes should be created,
edit and activate enabled to support migration.
Existing automation won’t be auto-deactivated
Recognition that some critical path automation may
take significant time to migrate
End of Support targeted for December 31, 2025
27. Farewell to Process Builder and Workflow Rules…
…and Hello to Flow!
Retirement
Migration
Continued Investment
Migrate to Flow tool available
Support includes most commonly used actions for both
WFR and PB, immediate and time-based/scheduled
triggers. Tool is not comprehensive for all use cases.
Best practices for migration
Testing is always necessary. Many customers have also
found success reviewing existing automation and then
refactoring or redesigning for the best outcomes.
Migration can be an opportunity for improvement!
28. Farewell to Process Builder and Workflow Rules…
…and Hello to Flow!
Retirement
Migration
Continued Investment
Feature parity for major items complete
WFR & PB capabilities were reviewed and added to Flow
Builder based on need and scope.
Minor gaps will receive attention
Focus on “things that are too hard to do in Flow” as well
as other migration blockers that arise.
Increasing focus on new capabilities
Balancing migration use cases with new capabilities for
triggered automation - like custom error messages!
30. Control User Context in a Background or MuleSo
Step
In API version 60.0 or higher,
the default running user for a
background or MuleSoft step
is the Automated Process
User. If the Automated
Process User does not have
the needed permissions to
run a step, that step will fail.
You can specify the user you
want the step to run as —
either as a selected user or as
the user specified by a
resource at run time.
32. Watch, Learn & Interact
LIVE with Automate This!
Hear how and be inspired by
Trailblazers who solve real world
business problems with automation
Learn about/discuss best practices
and automation topics top of mind for
admins
Ask questions and interact LIVE with
the presenters
sforce.co/AutomateThisPlaylist
35. Watch ‘How I Solved It’ on the
Salesforce Admins YouTube Channel
We deep dive into one
specific business problem
and share how one Awesome
Admin chose to solve it.
sforce.co/HowISolvedIt
