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Learn MOAR Winter '20
Help Raise $10,000 to Support
By learning how to volunteer your Salesforce expertise
Salesforce will donate $1 to Kiva for every
person that completes the trail up to $10,000.
Trail: Volunteer Your Salesforce Expertise
Help nonprofits make the most of Salesforce and
do more good in the world.
Be a Pro Bono Hero!
❏ Take the trail: sfdc.co/kivacommunity
❏ Share on social: #probonoforce
Sarah Henderson
Global CRM Specialist, Software AG
Forward-Looking Statement
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 Website.
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.
5 Winter ‘20 Release Highlights for Admin
Calendar in Lightning Experience
Calendar is getting better and better!
Key feature enhancements include:
• Availability view allows you to see
your coworker’s availability when
scheduling meetings
• See the calendar view you used
most recently without selecting a view
from the dropdown
• Dig into event details faster without
clicking into an event
Read the blog for moar details!
Reports & Dashboards Highlights
Key feature enhancements include:
• RTL (Right to Left) Support
• Text Wrapping on Report Run Page
• Report & Dashboard Lists (Created by Me,
All Reports, etc) on Lightning and on Mobile
App
• Row Level Formulas (1 Row Level Formula
field per report, Summarize, Group, Filter or
use row level formula in custom summary
formula)
Read MOAR about Reports &
Dashboards
Calculate and filter within a report
Reports & Dashboard Beta Features
Unique Row Count
Calculate unique number of field values per
column
• Up to 3 unique row counts per report
• Almost all Field Types supported except
for Text Area, Encrypted fields, or Blob
• All report formats supported (Tabular,
Summary, Matrix, or Joined)
Field to Field Filtering
Filter Reports by comparing one report field
with another report field
• Up to 4 field to field filters per report
• Field Types supported: Number
(including percent, currency) and
Date/DateTime
• Edit field to field filter in Lightning Report
Builder or Report Run Page
The New Salesforce Mobile App
Switch to the mobile way of work
Next Generation Experience
Work fast with an app that knows who you are
and what you need, powered by Lightning
Voice-Enabled
Tap less, talk more using Einstein Voice (Beta)
Intelligent
Drive smart decisions with Einstein Analytics
Dashboards
Faster App Dev
Customize and build mobile apps faster with low
code
Lightning App Builder for Mobile
Use Quick Start to get set up
Customize using App Builder:
• Give your users Custom Record
Pages on their phones
• Show or hide Record Page
components by device
• Make your Lightning Apps
accessible on phone, desktop, or
both
Read MOAR about Lightning
Experience on Mobile!
5 Ideas Delivered
Read MOAR about the 5
Ideas Delivered
List Views & Topics
View related records on a topic
detail page
Filter object list views by topic
Printable list views
Access Recycle Bin in Lightning
with a sortable list view
Ideas Delivered
Read moar about List
Views and Topics
Lightning Record Pages For Specific Record Types
Ideas Delivered
Assign a Lightning Record Page
to a specific Record Type on an
object, just like page layouts.
Now you can make Lightning
Record Pages even more
useful.
Start thinking about creating
different Lightning Record
Pages for your objects!
Opportunity Contact Role (OCR) Customization
Ideas Delivered
Customize Opportunity Contact
Roles like you would any other
object. Use them in Process
Builder and flows, and even
triggers too.
For example, nonprofits can use
the Opportunity Contact Role to
identify if someone is a donor.
Where Is This Field Used?
Check a field’s references and
find reports using it.
With the click of a button, view
the references to a custom field
before you edit it, such as
references in a formula, layout, or
Apex class.
Ideas Delivered
Lookup Fields in Flow Builder
Instead of having to create a
variable, then assign that element
to the variable... now you just
need to look it up.
It’s just one step to lookup!
Ideas Delivered
Daniel Stange
Technical Architect | Analytics Champion
Three Big Features to Discuss Today
Flow for
Developers
Real time event
monitoring with
Shield
Lightning
Message
Service
More details on the highlights covered in this
deck can be found at: sforce.co/learnmoar
Aura Components in the ui Namespace Are Being Retired
A retirement party for our friends the Aura UI Namespace!
Everything in the UI: namespace (ie: ui:button) are
retiring, Summer ‘21
Use lightning: namespace (ie: lightning:button)
components as a replacement.
Not sure how to translate from Ui: -> Lightning: check
out the release notes
sforce.co/dpl-namespace
CSS that Cascades!
Share CSS Style Rules
1. Create a LWC that only contains a .css file
2. In another component’s css, @import ‘myCss.css’
3. Reference the styles defined in the template as you normally would
4. Profit!
LWC: Navigate directly to an App or a page in an App
You can now create LWC Components that link directly to an App
Use the new ‘standard__app’ type, and ‘appTarget’ keys to specify where to go
Additional Einstein Insights
Einstein says...
After a prediction has been made
Additional records are made available
Subscribe to the event with an event trigger
BETA: Metadata Component Dependencies
Write SOQL, get dependency graphs for Metadata
Tooling API based
Help break up your org by understanding what a given piece of
metadata depends on
Up to 2000 rows returned per query
Visualforce in Lightning Experience
Prepare for Lightning
Style Visualforce Pages with Lightning Look and Feel
<apex:page lightningStylesheets="true">
Scan Visualforce Pages in Org
Simple and convenient tool within the Lightning Experience
Configuration Converter
View Data Updates in Real Time
<apex:liveController/>
GA
BETA
PILOT
Lightning Message Service
Native client-side communication framework in Lightning Experience
Simplified Communication
Easily send complex data across the DOM between
Visualforce, Aura, and LWC without complicated
Javascript
Works with Utility Bar
Message between main Lightning page and popped-out
utility bar components
Developer Preview Winter ‘20
Available for Developer Edition and Sandbox
NEW
Lightning Message Channels
Metadata backbone of Message Service API
Metadata Benefits
Central location for Message Channel definition
Referential integrity enforcement
Packaging support
Simple and Lightweight
Only one required field when creating a new
Message Channel
Namespace Isolation by Default
Option to expose communication to components
in different namespaces
<?xml version="1.0" encoding="UTF-8"?>
<LightningMessageChannel xmlns="http://soap.sforce.com/2006/04/metadata">
<masterLabel>ModelChanged</masterLabel>
<isExposed>true</isExposed>
<description>Model changes.</description>
<lightningMessageFields>
<fieldName>recordId</fieldName>
<description>Record Id that changed</description>
</lightningMessageFields>
<lightningMessageFields>
<fieldName>recordData</fieldName>
<description>Data in the record that changed</description>
</lightningMessageFields>
</LightningMessageChannel>
Sending and Receiving Messages
Simple and flexible
Familiar Usage Interface
APIs are natural to developers of each
Salesforce UI Framework
Flexible Message Patterns
Messages are serializable JSON Objects
Message contents can be customized at time of
publish
Global Messaging Support
Publish to all components
Future: publish to visible components
handleClick() {
const message = {
recordId: "some string",
recordData: {
value: "some value"
}
};
publish(this.context, SAMPLEMC, message);
}
handleMessage(message) {
this.receivedMessage = message ? JSON.stringify(message, null, 't') : 'no message
payload';
}
Scheduled Flows
Unlocked Productivity
Schedule logic-driven CRUD & invocable actions
on a daily/weekly basis
Integrated Monitoring & Debugging
Find scheduled Flows under “Scheduled Jobs”;
new FLOW_START_SCHEDULED_RECORDS
log line in Apex debug
New Limits
Scheduled Flow limits are separate from
scheduled Apex limits: max(250,000, 200* # of
user license) scheduled Flow executions per 24h;
active scheduled Flows counted toward active
autolaunched Flows limits
Generally
Available
Winter ‘19
Screen Flow Improvements
LWCs in Flow Screens
Create beautiful & seamless experiences from Aura
Components, Lightning Web Components, and any
of 20+ standard Flow components, side-by-side
Conditional Visibility
Show or hide fields & components without having to write
a single line of code
New Record Lookup Component
Ever growing set of standard Flow components for your
app building consumption
Generally
Available
Winter ‘19
Apex-Defined Data Types
Decouple Tech Concerns & LOB
Concerns
Enable admins to implement business logic so
that you can focus on the meaty technical
problems
Collection Operators
Manipulate lists of complex web objects directly in
the Flow design time & run time experience
Compatible with LWC
Supported out of the box as part of LWCs in Flow
screens
Second generation of Event Monitoring
Real-Time Event Monitoring
Streaming Using
Platform Events
● Standard events
published in real-time
available for customer
subscription
● Consume events in an
external data system
Policy Enforcement
● Intercept user behavior
● Block, request 2FA, alert
on suspicious events
● New: choice of
declarative UI or Apex
● New: support for policies
on standard AND
custom Objects
Event Storage & Query
Using Big Objects
● Store and manage
data at scale on
Salesforce
● Preserve historical
event data for security
audits or trending
analysis
Common Data Model
Real-Time Event Monitoring Resources
sforce.co/2lZxsLM
Trailmix of useful links for learning
more about Real-Time Event
Monitoring
+ Shield Trailhead Modules!
Codetober slide goes here
Salesforce Developer Day in Frankfurt
8. November
10:00-19:30 The Squaire Conference Center, Frankfurt Airport
Beginner Level - Newbies welcome!
Coached by Peter Chittum
FREE CERTIFICATION VOUCHER to kickstart your career!
Sign up and spread the word:
http://bit.ly/developerday19
Next Month
Thank you!

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Learn MOAR Salesforce Winter '20 Event Frankfurt, Germany

  • 2. Help Raise $10,000 to Support By learning how to volunteer your Salesforce expertise Salesforce will donate $1 to Kiva for every person that completes the trail up to $10,000. Trail: Volunteer Your Salesforce Expertise Help nonprofits make the most of Salesforce and do more good in the world. Be a Pro Bono Hero! ❏ Take the trail: sfdc.co/kivacommunity ❏ Share on social: #probonoforce
  • 3.
  • 4. Sarah Henderson Global CRM Specialist, Software AG
  • 5. Forward-Looking Statement 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 Website. 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.
  • 6. 5 Winter ‘20 Release Highlights for Admin
  • 7. Calendar in Lightning Experience Calendar is getting better and better! Key feature enhancements include: • Availability view allows you to see your coworker’s availability when scheduling meetings • See the calendar view you used most recently without selecting a view from the dropdown • Dig into event details faster without clicking into an event Read the blog for moar details!
  • 8. Reports & Dashboards Highlights Key feature enhancements include: • RTL (Right to Left) Support • Text Wrapping on Report Run Page • Report & Dashboard Lists (Created by Me, All Reports, etc) on Lightning and on Mobile App • Row Level Formulas (1 Row Level Formula field per report, Summarize, Group, Filter or use row level formula in custom summary formula) Read MOAR about Reports & Dashboards Calculate and filter within a report
  • 9. Reports & Dashboard Beta Features Unique Row Count Calculate unique number of field values per column • Up to 3 unique row counts per report • Almost all Field Types supported except for Text Area, Encrypted fields, or Blob • All report formats supported (Tabular, Summary, Matrix, or Joined) Field to Field Filtering Filter Reports by comparing one report field with another report field • Up to 4 field to field filters per report • Field Types supported: Number (including percent, currency) and Date/DateTime • Edit field to field filter in Lightning Report Builder or Report Run Page
  • 10. The New Salesforce Mobile App Switch to the mobile way of work Next Generation Experience Work fast with an app that knows who you are and what you need, powered by Lightning Voice-Enabled Tap less, talk more using Einstein Voice (Beta) Intelligent Drive smart decisions with Einstein Analytics Dashboards Faster App Dev Customize and build mobile apps faster with low code
  • 11. Lightning App Builder for Mobile Use Quick Start to get set up Customize using App Builder: • Give your users Custom Record Pages on their phones • Show or hide Record Page components by device • Make your Lightning Apps accessible on phone, desktop, or both Read MOAR about Lightning Experience on Mobile!
  • 12. 5 Ideas Delivered Read MOAR about the 5 Ideas Delivered
  • 13. List Views & Topics View related records on a topic detail page Filter object list views by topic Printable list views Access Recycle Bin in Lightning with a sortable list view Ideas Delivered Read moar about List Views and Topics
  • 14. Lightning Record Pages For Specific Record Types Ideas Delivered Assign a Lightning Record Page to a specific Record Type on an object, just like page layouts. Now you can make Lightning Record Pages even more useful. Start thinking about creating different Lightning Record Pages for your objects!
  • 15. Opportunity Contact Role (OCR) Customization Ideas Delivered Customize Opportunity Contact Roles like you would any other object. Use them in Process Builder and flows, and even triggers too. For example, nonprofits can use the Opportunity Contact Role to identify if someone is a donor.
  • 16. Where Is This Field Used? Check a field’s references and find reports using it. With the click of a button, view the references to a custom field before you edit it, such as references in a formula, layout, or Apex class. Ideas Delivered
  • 17. Lookup Fields in Flow Builder Instead of having to create a variable, then assign that element to the variable... now you just need to look it up. It’s just one step to lookup! Ideas Delivered
  • 18. Daniel Stange Technical Architect | Analytics Champion
  • 19. Three Big Features to Discuss Today Flow for Developers Real time event monitoring with Shield Lightning Message Service More details on the highlights covered in this deck can be found at: sforce.co/learnmoar
  • 20. Aura Components in the ui Namespace Are Being Retired A retirement party for our friends the Aura UI Namespace! Everything in the UI: namespace (ie: ui:button) are retiring, Summer ‘21 Use lightning: namespace (ie: lightning:button) components as a replacement. Not sure how to translate from Ui: -> Lightning: check out the release notes sforce.co/dpl-namespace
  • 21. CSS that Cascades! Share CSS Style Rules 1. Create a LWC that only contains a .css file 2. In another component’s css, @import ‘myCss.css’ 3. Reference the styles defined in the template as you normally would 4. Profit!
  • 22. LWC: Navigate directly to an App or a page in an App You can now create LWC Components that link directly to an App Use the new ‘standard__app’ type, and ‘appTarget’ keys to specify where to go
  • 23. Additional Einstein Insights Einstein says... After a prediction has been made Additional records are made available Subscribe to the event with an event trigger
  • 24. BETA: Metadata Component Dependencies Write SOQL, get dependency graphs for Metadata Tooling API based Help break up your org by understanding what a given piece of metadata depends on Up to 2000 rows returned per query
  • 25. Visualforce in Lightning Experience Prepare for Lightning Style Visualforce Pages with Lightning Look and Feel <apex:page lightningStylesheets="true"> Scan Visualforce Pages in Org Simple and convenient tool within the Lightning Experience Configuration Converter View Data Updates in Real Time <apex:liveController/> GA BETA PILOT
  • 26. Lightning Message Service Native client-side communication framework in Lightning Experience Simplified Communication Easily send complex data across the DOM between Visualforce, Aura, and LWC without complicated Javascript Works with Utility Bar Message between main Lightning page and popped-out utility bar components Developer Preview Winter ‘20 Available for Developer Edition and Sandbox NEW
  • 27. Lightning Message Channels Metadata backbone of Message Service API Metadata Benefits Central location for Message Channel definition Referential integrity enforcement Packaging support Simple and Lightweight Only one required field when creating a new Message Channel Namespace Isolation by Default Option to expose communication to components in different namespaces <?xml version="1.0" encoding="UTF-8"?> <LightningMessageChannel xmlns="http://soap.sforce.com/2006/04/metadata"> <masterLabel>ModelChanged</masterLabel> <isExposed>true</isExposed> <description>Model changes.</description> <lightningMessageFields> <fieldName>recordId</fieldName> <description>Record Id that changed</description> </lightningMessageFields> <lightningMessageFields> <fieldName>recordData</fieldName> <description>Data in the record that changed</description> </lightningMessageFields> </LightningMessageChannel>
  • 28. Sending and Receiving Messages Simple and flexible Familiar Usage Interface APIs are natural to developers of each Salesforce UI Framework Flexible Message Patterns Messages are serializable JSON Objects Message contents can be customized at time of publish Global Messaging Support Publish to all components Future: publish to visible components handleClick() { const message = { recordId: "some string", recordData: { value: "some value" } }; publish(this.context, SAMPLEMC, message); } handleMessage(message) { this.receivedMessage = message ? JSON.stringify(message, null, 't') : 'no message payload'; }
  • 29. Scheduled Flows Unlocked Productivity Schedule logic-driven CRUD & invocable actions on a daily/weekly basis Integrated Monitoring & Debugging Find scheduled Flows under “Scheduled Jobs”; new FLOW_START_SCHEDULED_RECORDS log line in Apex debug New Limits Scheduled Flow limits are separate from scheduled Apex limits: max(250,000, 200* # of user license) scheduled Flow executions per 24h; active scheduled Flows counted toward active autolaunched Flows limits Generally Available Winter ‘19
  • 30. Screen Flow Improvements LWCs in Flow Screens Create beautiful & seamless experiences from Aura Components, Lightning Web Components, and any of 20+ standard Flow components, side-by-side Conditional Visibility Show or hide fields & components without having to write a single line of code New Record Lookup Component Ever growing set of standard Flow components for your app building consumption Generally Available Winter ‘19
  • 31. Apex-Defined Data Types Decouple Tech Concerns & LOB Concerns Enable admins to implement business logic so that you can focus on the meaty technical problems Collection Operators Manipulate lists of complex web objects directly in the Flow design time & run time experience Compatible with LWC Supported out of the box as part of LWCs in Flow screens
  • 32. Second generation of Event Monitoring Real-Time Event Monitoring Streaming Using Platform Events ● Standard events published in real-time available for customer subscription ● Consume events in an external data system Policy Enforcement ● Intercept user behavior ● Block, request 2FA, alert on suspicious events ● New: choice of declarative UI or Apex ● New: support for policies on standard AND custom Objects Event Storage & Query Using Big Objects ● Store and manage data at scale on Salesforce ● Preserve historical event data for security audits or trending analysis Common Data Model
  • 33. Real-Time Event Monitoring Resources sforce.co/2lZxsLM Trailmix of useful links for learning more about Real-Time Event Monitoring + Shield Trailhead Modules!
  • 35.
  • 36.
  • 37. Salesforce Developer Day in Frankfurt 8. November 10:00-19:30 The Squaire Conference Center, Frankfurt Airport Beginner Level - Newbies welcome! Coached by Peter Chittum FREE CERTIFICATION VOUCHER to kickstart your career! Sign up and spread the word: http://bit.ly/developerday19