Playing a little catch up, but we don't want to miss sharing some of the key highlights from the Winter '22 Release that impacts most Orgs. These updates have been available in all Orgs since October 2021. Did you know many of the new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce. Some features in Winter ’22 affect all users immediately after the release goes live. Make sure you are communicating these changes to your users, if you haven't already, so they know to take advantage of any features that will add value to your team. Other features require direct action by an administrator before users can benefit from the new functionality. Presenter, Marc Lester, Senior Salesforce Consultant, Coastal Cloud

1. WELCOME!
Jax, FL Admin Trailblazer Community
Winter ‘22 Release Highlights
Tuesday, March 8, 2022

2. AGENDA
9:00-9:15 Welcome & Introductions
9:15-10:15 Winter ‘22 Release Highlights
Presenter, Marc Lester, Coastal Cloud
10:15-10:45 Social Time - Breakout Rooms
10:45-11:00 Community Group Updates and Closing Remarks

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

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

7. Where are you joining from today?

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

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

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

12. Winter ‘22
Release in a Box
A digital resource for Admins,
Business Users, Developers,
Community Groups, and more.
Available in
Google
Slides

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
Quip
Experiences
Marketing
Commerce Platform - Applications Platform - Services
Learning Analytics / Tableau
Apps - Application
Development
Financial Services
Consumer Goods
Manufacturing
Healthcare &
Lifesciences
Education
Nonprofit
Communications
Integration / MuleSoft
Customer Success
Public Sector
Solutions
Apps - Lightning
Experience
Energy & Utilities
Loyalty
Philanthropy
Media

15. Sales
● Pipeline Inspection Enhancements
● Einstein Conversation Insights Enhancements
● Territory Planning Enhancements
● Multiple Variant Testing
● Sales Cadence Enhancements

16. Use AI to close more deals.
Use the new Einstein Deal Insights to see
which opportunities are least likely to
close within the month with Pipeline
Inspection Enhancements.
Available with the purchase of Sales Cloud UE.
Learn More
Business User

17. Service
● Customer Service Incident Management
● Appointment Assistant: Self-Service Scheduling
● Einstein Bots Enhancements
● Service Cloud Voice: Prescriptive Setup for Partner
Telephony
● Visual Remote Assistant: Session Scheduling

18. Accelerate mission critical
service delivery.
With Customer Service Incident
Management, resolve major incidents faster
with new objects to track, diagnose, and fix
service impacting issues. Empower service
and ops teams to deliver better customer
experiences when everyone has full visibility
into incident, case, and customer data.
Available with the purchase of Service Cloud UE/EE.
Learn More Watch Demo
Business User

19. Marketing
● Pardot Landing Page Builder Enhancements
● Salesforce CDP Enhancements
● Datorama Reports for Marketing Cloud- Advanced
● Journey Builder Enhancements for Google Analytics
● Datorama Connector for Salesforce CDP
● Pardot Extensibility Enhancements

20. Easily create beautiful,
responsive landing pages
for your campaigns.
Build Pardot landing pages using a
drag-and-drop editor with Pardot’s Landing
Page Builder Enhancements. Create
responsive landing pages, publish when
ready to launch, track activity, and optimize
faster than ever.
Available with the purchase of all Salesforce Pardot editions.
Learn More Watch Demo
Business User

21. Apps - Lightning Experience
● In-App Guidance Enhancements
● Salesforce Mobile App Enhancements
● Einstein Search Enhancements
● Guidance Center Enhancements

22. Guide employees through
page prompts and
walkthroughs more
efficiently.
Drive employees to specific elements on a
page by pointing prompts and walkthroughs
to high-level components with In-App
Guidance Enhancements. Use guidance for
record types, ensuring that prompts and
walkthroughs are specific to page layouts.
Plus, guidance can now be used on Setup
UIs.
Business User
Learn More Watch Demo
Available with the purchase of Standard Salesforce License for Prompts.
myTrailhead license for Walkthroughs.

23. Available with the purchase of Salesforce Standard license.
Get started instantly in the
Salesforce mobile app
Salesforce mobile app enhancements
provide an out-of-the-box landing page for
the Salesforce mobile app, that end users
can personalize with the data they care
about most.
Learn More Watch Demo
Admin

24. Search faster and smarter.
Einstein Search Enhancements give users
the fastest way to find and do things on
Lightning —and it's now Lightning's default
Global Search Experience.
Available with the purchase of Any Enterprise, Professional, Performance,
Essentials, or Unlimited edition licenses.
Learn More
Business User

25. Platform - Services
● Salesforce Flow
Enhancements
● Salesforce Customer Identity - Plus
● Security Center Enhancements
● Einstein Data Detect

26. Easily create and extend
intelligent workflows.
Flow Builder now has the same core
functionality as Workflow Rules and Process
Builder —and more. Salesforce Flow
Enhancements bring better visual
debugging, async support, list views,
sub-flows, outbound messages, and a
simpler user experience. Plus, you can easily
import MuleSoft Anypoint Platform APIs to
use them as actions without using code.
Available with the purchase of All editions.
Learn More
Admin

27. Customer Success
● Premier Success Plan
Enhancements
● Signature Success Plan Enhancements
● Expert Security Guidance
● Help Portal Enhancements
● Guidance Center Enhancements

28. Get specialized guidance.
With Premier Success Plan Enhancements, Premier
Success Plans coverage has been expanded across
Salesforce Maps, Communications Cloud, Media Cloud,
Energy & Utilities Cloud, and GovCloud. They now include
faster response times, access to chat support, as well as
Expert Coaching Sessions to get customers the help they
need to be successful.
Available with the purchase of a la carte EE and Bundled with UE & PXE.
Learn More
Developer Admin

29. Learning
● Trailblazer Community
Enhancements
● Trailhead GO Enhancements
● myTrailhead: Content Permissions
● Drive Success with Slack Trailmix

30. Learn, connect, and give
back together.
It's now easier than ever for Trailblazers to
ask questions and share knowledge with
Trailblazer Community Enhancements.
We've broken down the silos to help
Trailblazers learn across Groups, Topics, and
Members with integrated
recommendations.
Learn More Watch Demo
Admin

31. Grow and connect in
new ways.
Expand your skill set, grow your career, and
connect in new ways with inbox push
notifications, advanced filtering, feed
enhancements, and more with Trailhead
GO Enhancements.
Learn More
Business User

32. Experience Cloud
● Copy Image Directly into Post
● Build Microsites with Templates
● Salesforce CMS Enhancements
● Horizontal Digital CMS Sync for Marketing Cloud
● Mobile Publisher Enhancements

33. Copy an image directly
into peer-to-peer posts.
Easily copy an image to the clipboard and
directly paste it in a feed post or comment
with Experience Cloud Enhancements.
This only applies to Aura sites, not LWR sites or
Salesforce Tabs + VF sites.
Available with the purchase of EE, UE, PxE.
Learn More
Admin

34. Platform - Applications
● Salesforce Surveys: Survey Collaboration
● Salesforce Scheduler: Appointment Distribution
● Salesforce Feedback Management: Messaging
Integration Salesforce Feedback Management: Data Mapping
Enhancements
● Digital Process Automation
● with Service Cloud

35. Collaborate with more
users, and share results
with a larger audience.
Increase collaboration by allowing multiple
users to work together on a single survey,
and easily share results with a wider
audience with Salesforce Surveys: Survey
Collaboration.
Available with the purchase of Platform, Industry Clouds.
Learn More
Admin

36. Ensure equitable workload
distribution across teams.
Salesforce Scheduler: Appointment
Distribution helps distribute meetings and
appointments based on policies, ensuring
equitable workloads across teams.
Available with the purchase of Platform, Industry Clouds
Learn More
Business User

37. Integrate your
messaging tools.
Increase survey response metrics by
surveying customers through their preferred
channel with Messaging Integration with
Service Cloud. New messaging integration
into Service Cloud, including SMS,
Facebook, and Whatsapp, makes it easier
than ever to meet your customers where
they are.
Available with the purchase of Platform, Industry Clouds.
Learn More Watch Demo
Business User

38. Apps - Application Development
● Dynamic Interactions
● Salesforce Functions
● Mobile Publisher Enhancements

39. Simplify the building
of complex apps.
Dynamic Interactions enables anyone - not
just professional developers - to wire
together components so they can
communicate and react to one another in
real time. Since the code is pre-built and
designed to work together, it doesn’t require
the same maintenance and updates that
custom-coded apps do.
Available with the purchase of Platform license.
Learn More Watch Demo
Admin

40. Loyalty
● Points Escrow Account
● Pooled Member Profiles
● Voucher Management Enhancements
● Loyalty Promotions Setup

41. Commerce
● Salesforce Order Management for B2B
● Commerce Cloud Enhancements for
Insurance, Communications, and Healthcare
and Life Sciences
● Salesforce CDP for Commerce
● Tableau Connector for B2C Commerce
● Commerce Cloud Payments Enhancements

42. Quip
● Quip for Slack
● Template Library Enhancements
● Spreadsheet Formula Enhancements
● Bulk Document Archiving
● Document Editing for Screen Readers

43. Analytics
● SQL Querying for Tableau CRM
● Tableau CRM Output Connector Enhancements
● Einstein Discovery now available in Tableau Prep
● Einstein Discovery Enhancements
● Tooltip Enhancements

44. Health Cloud
● Benefits & Eligibility Verification
● Medication Management
● Provider Network Management Enhancements
● Intelligent Appointment Management Enhancements

45. Financial Services
● Corporate and Investment Banking Enhancements
● Digital Process Automation for Financial Services Cloud
● Record Association Engine
● Tableau CRM for Financial Services: Insurance Dashboards
● Insurance Policy Administration Enhancements

46. Manufacturing
● Enterprise Account Forecasting
● Rebate Management Enhancements
● Sales Agreement Enhancements
● Tableau CRM for Manufacturing Enhancements

47. Consumer Goods
● Visit Execution Enhancements
● Consumer Goods Data Model Enhancements

48. Public Sector
● Employee Experience for Public Sector
● Inspection Management Enhancements

49. Communications
● Industries CPQ Enhancements
● Enterprise Sales Management Enhancements
● Communications Cloud Enhancements

50. Media
● Advertising Sales Management: Guided
Linear Planning
● Advertising Sales Management:
Campaign Analytics and Optimization

51. Energy & Utilities
● Utilities Contact Center Console: Field
Service Appointment Scheduler

52. Nonprofit
● Marketing Cloud for Nonprofits
● Salesforce.org Elevate Enhancements
● Program Management Enhancements
● Grants Management Enhancements

53. Education
● Admissions Connect Enhancements
● Student Success Hub Enhancements

54. Philanthropy
● Matching Gifts

55. Integration
● MuleSoft Composer Connectors
● Mulesoft Anypoint Connectors
● MuleSoft Accelerators

56. 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
2
3
4
5
6
How do I Learn More?
Check out the full Release in a Box deck
1

57. Thank You

58. Breakout Rooms
Breakout Room Topic:
If you had to delete all but 3 apps from your
smartphone, which ones would you keep?
 You will be assigned to a Breakout Room randomly.
 Each room will have up to 5 attendees in it.
 I will open the rooms shortly and you will get a notification to join your respective room.
 We want to keep this simple as this activity is meant for fun casual conversations in smaller
groups for us to get to know each other better.
 We will talk for about 15-20 minutes, and you will see a countdown timer display when you
have 60 seconds to rejoin the main room.

59. Q&A

60. 08:58:22 From Ean: Good morning everyone! Doing well, thank you for asking. On my phone this morning unfortunately! But I am here!
09:20:00 From Marc Lester: Where are you joining from today?
09:21:02 From Marc Lester: Middleburg, FL
09:21:04 From Nicholas: Yulee Fl
09:21:05 From Sam: JAX, FL
09:21:06 From Manuel: fort pierce, fl
09:21:08 From Ean: Monticello, FL
09:21:08 From Evette: Brunswick, GA
09:21:09 From Vuth: MD
09:21:09 From Mohan: Jacksonville, FL
09:21:11 From Emily: Jax, FL
09:21:12 From Brendan: Jacksonville, FL
09:21:16 From Michael: Atlanta, GA
09:21:22 From Stacie: Leesburg, Ga
09:21:22 From Scott: Atlantic Beach, FL (near JAX)
09:21:59 From Michael: How do we find out more info about southeast dreaming event?
09:22:20 From Brendan: https://southeastdreamin.com/
09:22:53 From Ean: I am certainly a greenhorn, next time I will be on my computer to properly introduce myself! :) excited to be here.
09:25:45 From Michael: Thank you
09:56:02 From Manuel: I have to go to another meeting, but I look forward to this recording. This is some great information! Thank you for hosting this again.
09:57:27 From Nikki: I have to go to another meeting as well, thank you so much!
10:02:48 From Sue: This is great! I can see a lot of uses for this.
10:23:14 From Michael: You have done a lot of great summation. I have to get off. I look forward to the recording.
10:27:20 From Evette: Marc, Thanks for sharing the updates. I'm looking forward to attending more meetings. Got to drop for a call now.
10:33:30 From Ean: I have to jump out of here, Marc thank you so much for your time!
10:59:39 From Rich: I need to jump to a call, thanks Marc!!!
11:01:50 From Vuth: Thanks
11:01:59 From Mohan: Thanks Everyone !!
Questions & Responses from Chat

61. Community Group Updates and Closing Remarks

62. 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

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

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

65. Upcoming Administrator Group Events
 March – 3/29 – Spring ‘22 Release Highlights - 12:00p-2:00p - Virtual
 April – Date TBD – Florida Dreamin ‘21 Local Presenters (tentative)
In Person – afternoon - with networking after
 April – 4/27 or 4/28 – TrailblazerDX Watch Party - Virtual
 May – Date TBD – Volunteer Opportunity – In Person
 May – Date TBD – Hands-On Workshop (Boost Productivity with Console Apps)
In Person – afternoon – with networking after
 Updates from any other group leaders (Salesforce Saturday, Nonprofit, Developer or WIT)?

66. • Two days well-spent October 27th-28th
– 30+ Sessions
– 3 Session Rooms with Diverse Topics!
– Expo Hall with Awesome Sponsors!
– Maybe another Gator?
• Early-Bird Tickets now thru 7/31/2021
(only 150 will be sold. Get them while they last)
• Looking for Sponsors & Speakers Now!
• Doubletree by Hilton Orlando Airport
• Follow us on Social Media:
Register Now!

67. 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