This document provides highlights from a July 16th, 2020 Salesforce webinar. It includes introductions, certifications and job opportunities. There are also announcements for several upcoming webinars on topics like the Summer '20 release, Accounting Subledger, and diversity and inclusion. Resources are listed on sandbox previews, release readiness, and the release schedule. Several attendees provide their favorite features from the Summer '20 release, including post-chat surveys, Einstein Search improvements, and report subscription attachments.

1. Summer ‘20
Highlights
July 16th, 2020
bit.ly/chinp71620

2. Intros + Housekeeping
● Intros
○ Name, Role, Location
● Norms
● Use chat!
● Stay on mute
● Video optional
● Job searches + openings?

3. Certifications +
Brag Bucket

4. Announcements + Events
● FREE Nonprofit Cloud Consultant Beta Exam
● Data Generation Toolkit Survey (Hub)
● July 17 Friday Coffee Chat, no theme, just come say hi!
● July 21 Introducing Accounting Subledger
● July 21 foundationConnect Update - Summer Edition
● July 21 Unifying Communications & Support to Drive Equity in the New Normal
● July 23 TrailheaDX 2020 Global Gathering With The Chicago, IL Admin Group
● July 23 Nonprofit Cloud Case Management Demo Jam
● July 23 BRIDGING THE GAP: CONNECTING FINANCE TO FUNDRAISING WITH ACCOUNTING SUBLEDGER
● July 28 VIRTUAL CAMP SUCCESS
● July 29 Highlights of the Summer '20 Release for nonprofits & higher education
● July 31 Diversity, Equity + Inclusion Mini Sprint
● Aug 10 Aug 31 - Next Steps: Build on the Basics for Nonprofits

5. Resources
● These slides: bit.ly/chinp71620
● Release Readiness Trailblazers
● Sandbox Preview Guide
● Sandbox FAQ
● VIDEO To Refresh or Not to Refresh: De-mystifying the Sandbox Preview
● Trailhead: Salesforce Release Readiness Strategies
● Trailhead: Summer ‘20 Release Highlights
● Release in a box

6. Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other
operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth,
expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org
combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of
the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or
if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical
events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including
our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal
nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting
from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to
avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers;
additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our
services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights;
the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships,
joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the
publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and
technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow
unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware,
software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those
addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the
potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and
loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it
makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s
website at www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

7. Release Overview
NPSP Releases
● (nearly) every 2 weeks
● Keep Up with Salesforce.org
Releases
● NPSP Release Announcements
● Trailhead: Prepare for NPSP
and Salesforce Releases
Salesforce Releases
● 3x per year
● Keep Up with Salesforce.com
Releases
● Release Readiness Trailblazers
● Trailhead: Salesforce Release
Readiness Strategies

8. Martin’s Favorites
● Salesforce Surveys: Post-Chat Surveys
● Einstein Search
● Trailblazer ID for Salesforce Help

9. Salesforce Surveys: Post-Chat Surveys
Automatically request feedback at the end of a
chat session by embedding Surveys directly into
the chat window.
Business User
Learn More
Available with purchase of Financial Services Cloud, Health Cloud, Sales Cloud, Service Cloud,
Community Cloud, Platform, and Lightning CRM SKUs

10. Einstein Search
Make users more productive with artificial
intelligence. Personalize search results based
on a user and their work such as geography
and industry. Boost productivity with natural
language filters that make it easier to search
for information, and actionable information and
tools that enable users to complete tasks from
Search.
Business User
Learn More Watch Demo

11. Trailblazer ID for Salesforce Help
In addition to being able to log into Trailhead
& the Trailblazer community with their
Trailblazer ID, customers can now access
Salesforce Help in the same way. Log into
Salesforce Help using your Trailblazer.me
profile to navigate seamlessly across multiple
Salesforce orgs as you manage your Support
needs.
Admin
Watch Demo

12. Rob’s Release Highlights

13. Accounting Subledger
Accounting Subledger prepares your
fundraising information for your accounting
system. It saves fundraising and finance
significant budget and time on reconciliation
tasks by connecting systems to ensure a
single source of truth for revenue and
payment data.
Business User
Learn More Watch Demo
Available with purchase of Nonprofit Success Pack within Nonprofit Cloud (Enterprise edition and
higher)

14. Cassie’s Release Highlights

15. My Salesforce Trust Monitor
Easy way to see trust status for your many Orgs in one place!!

16. Optimizer App
From the list view, it’s a click
away from the full results (1)
and recommendations (2) and
the Setup page to make any
changes (3) for over 40
features analyzed as part of
the Optimizer.
Now native to your org! The app makes it easier to be strategic about planning org maintenance. Instead of
scrolling through pages of a static PDF report for results and next steps, use the sortable results list view.
The Optimizer’s split-view console navigation makes it easy to review results without losing context.
Learn More

17. How: In Setup, from Reports and Dashboards Settings, select Let
users attach reports as files to report subscription emails in
Lightning Experience, and save your changes.*
To attach files to a report subscription, subscribe to a report, click
Attach File, choose Details Only. The attachment format is Comma
Delimited .csv by default. Optionally change encoding or keep the
default, and save your changes. The edit subscription dialog shows
that the subscription includes an attachment. Finish setting other
subscription criteria, such as frequency, and click Save.
*Must be enabled by Admin
When people subscribe to a report, a new option lets them choose to receive results as a .csv file attached
to the subscription email. The email itself includes the report name in the subject line, but there is no email
body. Row-level record details are included in the attached .csv file instead. And small changes to the Edit
Subscription menu design include a new Attach File button and a refined layout.
Attach .csv Files to Report Subscriptions (Beta)
Learn More

18. For custom objects, you can use the Lightning App Builder instead of the page layout editor to choose which actions appear in
the Highlights Panel on the object’s record page. Control visibility for each action based on factors that you specify
Add Dynamic Actions to the Highlights Panel
for Custom Objects (Beta)
How: In the Lightning App Builder,
add the Highlights Panel to a
custom object’s record page. In the
properties pane, select Enable
Dynamic Actions (Beta, desktop
only) (1). Actions that you add are
listed in the properties pane. An
eye icon Eye icon next to an
action’s name indicates that
visibility rules are applied (2). To
add an action, click Add Action (3).
In the Actions modal, choose an
action (4) and click Add Filter (5) to
assign visibility rules. You can
specify action visibility based on
record field, device type, and other
filters, to control which actions
appear for which users.
Learn More

19. In-App Walkthroughs
Create contextual multi-step in-app learning
in your Lightning org so you can onboard and
skill up your users faster. In-App
Walkthroughs are a new feature of In-App
Guidance licensed with myTrailhead, giving
you more ways to deliver custom learning for
your employees.
Business User
Learn More Watch Demo

20. Nonprofit
● Case Management
● Accounting Subledger
● Insights Platform Data Integrity
● Program Management Module

21. Case Management
With Case Management, service providers
are now able to track clients, services, case
plans, notes, incidents, assessments, and
outcomes.
Business User
Learn More Watch Demo
Available with purchase of Nonprofit Cloud Case Management SKU (Enterprise edition and higher)

22. Insights Platform Data Integrity
Insights Platform Data Integrity helps you to
cleanse your data, making it accurate,
complete, and reliable. All of your mailing
addresses are converted to the USPS postal
standard format, updated automatically by
National Change of Address, and contacts
are deduplicated for your entire list.
Learn More
Available with purchase of Nonprofit Success Pack within Nonprofit Cloud (Enterprise edition and
higher)
Admin

23. Program Management Module
By adding new program management
functionality into NPSP with Program
Management Module, nonprofits have a
standard framework to track any type of
program, service, or client.
Business User
Learn More
Available with purchase of Nonprofit Success Pack within Nonprofit Cloud (Enterprise edition and
higher)

24. What Does the Hub Have to Say?
● Here are some top favorites from the Hub!
○ Triggering a Flow after record save
○ Split Listviews
○ Dynamic Forms
○ Optimizer App goes native!
○ Accounting Subledger
○ Kanban View Enhancements

25. Lightning Flow: Trigger on Record Changes and Events
Flow has all the power of Process Builder,
now with supporting triggers and advanced
logic elements such as loops and decisions.
Trigger on Record Changes and Events
allows you to trigger a flow that performs
actions when a record is created or updated.
Admin
Available with purchase of Sales, Service, or Platform
Learn More Watch Demo

26. Split View in Standard Navigation
With Split View in Standard Navigation, two
screens are viewable at once, greatly
enhancing the user’s experience and
efficiency in finding information.
Business User
Learn More Watch Demo

27. Kanban View Enhancements
Enable sales reps to quickly update key
opportunity fields from the Kanban view.
Plus, provide guidance on actions for them to
take to advance the opportunity to the next
stage. And don't forget to celebrate when that
next stage results in a "Closed Won" deal
with the new celebration moments in the
Kanban.
Business User
Available with purchase of Sales Cloud
Learn More Watch Demo

28. ● Salesforce Admin Credential Info
● Study Resource - Focus on Force (practice exams)
● Study Resource - Mike Wheeler on Udemy
● Study Resource - Certified On Demand
● Trailhead Certification Days
● Study Resource - Mike Wheeler
● Trailhead Virtual Bootcamp for new Admins
● Salesforce Admin Jr. Analyst open position
● Open Positions at Kell Partners
● Enable Einstein Search
● Jen Lee Flownatic Blog
● Idea to have more than 200 records in Kanban
● Salesforce feature release lifecycle
● Prepare for Salesforce Releases
● Trigger to update a related object record on delete
Links from the Chat!