Devendra Sawant and Shraddha Salvi presented on various topics from the Salesforce Summer '20 release. Key points included: 1. The new Split List View feature allows users to see list view data and a selected record simultaneously. Dynamic Forms allow creating sub-sections on Lightning pages with visibility rules. 2. The Salesforce Optimizer tool is now an interactive app to analyze org performance. The new In-App Guidance Builder simplifies creating prompts and guidance for users. 3. Major Flow updates include running flows after record saves, triggering flows from platform events, simplified loop elements, bypassing permissions, and passing records from Lightning pages. 4. Additional topics

1. Devendra Sawant
Fremont Salesforce User Group Lead
Senior Salesforce Engineer, Guardant Health Inc.
Salesforce Shield Platform Encryption & Summer'20 Release
Features
Salesforce Consultant, Pinterest Inc.
Shraddha Salvi

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3. Salesforce Shield Platform
Encryption
- Devendra Sawant

4. Why Should We encrypt Org data?
• Evaluation of public cloud services
• Protecting against data loss due to unauthorized database access
• Industry, Regulatory requirements: Personally identifiable information (PII), and
Protected Health Information (PHI)
• Additional layer of Compliance and governance

5. Salesforce Shield - Trio of Security Tools
Platform Encryption
Scramble Information
Data Encryption using Keys
Encrypted Data at Rest
Event Monitoring
Granular details of User activities as
events such as Login, Logouts,
Lightning, VF page loads, API calls,
Export Reports, Apex executions etc.
Field Audit Trail
Policy to retain archived field history
data up to 10 years
Support 60 fields

6. Classic Encryption vs Shield Platform
EncryptionFeature CLASSIC ENCRYPTION PLATFORM ENCRYPTION
Pricing Included in base user license Additional fee applies
Encryption at Rest
Encryption Algorithm 128-bit Advanced Encryption Standard (AES) 256-bit Advanced Encryption Standard (AES)
Masking
Encrypted Custom Fields
Dedicated custom field type, limited to 175
characters
Encrypt Standard Fields
Search (UI, Partial Search, Lookups,
Certain SOSL Queries)
Available in Workflow Rules and
Workflow Field Updates
Available in Approval Process Entry
Criteria and Approval Step Criteria
Encrypted Attachments, Files, and
Content

7. Platform Encryption..
FOR UNAUTHORIZED
USERS AND NOT FOR
USERS PART OF YOUR ORG
SUPPORT TO STANDARD
FIELDS, CUSTOM FIELDS
AND FILES
BRING YOUR OWN KEY
(BYOK)
DATA IS NOT MASKED FOR
AUTHORIZED (INTERNAL)
USERS

8. Probabilistic Encryption
• Default Encryption Scheme
• Most secure version
• Example, FirstName = ‘Andrew’ → If the FirstName field is encrypted with
probabilistic encryption, each instance of the value ‘Andrew’ represents a different
cipher text
• Does not support Filter functionality

9. Deterministic (Filter-Preserving) Encryption
• Example, FirstName = ‘Andrew’ → If
the FirstName field is encrypted with
Deterministic encryption, each
instance of the value ‘Andrew’
represents a same cipher text
• Retains the benefits of filtering
data
• Minimial encryption strength
• Case-Sensitive
• Case-Insensitive

10. How to setup
Platform
Encryption?
• Generate Tenant Key in the org.
• Go to Setup ➜ Platform Encryption ➜ Key Management

11. Enable fields to
encryption
• Setup → Platform Encryption → Encryption Policy → Click on
Encrypt Fields

12. Encryption Statistics and Data Sync

13. How to validate
encryption?

14. Destroy Key and then
check the older data
(Don’t test this in
Production)

15. Encryption Considerations
• How newly created records can be encrypted?
• If we create a new field and create a record then the value will be encrypted with the keys
How existing records can be encrypted?
• If we update an existing record, even if without changing any values from UI and pressing
the Save button, the values will be encrypted.
• By loading .csv file through a data loader, existing records can be encrypted.
• But, for those updates, we will see Last Modified By and Last Modified Date changes.
• Contact Salesforce support

16. Continued..
Reports, Dashboards and List Views
Report charts and dashboard components that
display encrypted field values might be cached
unencrypted
You can’t sort records in list views by fields that
contain encrypted Compound Fields
Compound Fields
This query does not work: Select Id from Contact
Where Name = ‘James Root'
But this query does work: Select Id from Contact
Where FirstName = ‘James’ And LastName
=‘Root' Case-insensitive deterministic encryption
supports compound fields.

17. Continued..
• SOQL LIKE and STARTS WITH Statements
• Deterministic encryption only supports exact, case-sensitive matches. Comparison operators that return
partial matches aren’t supported. For example, LIKE and STARTS WITH statements aren’t supported.
• SOQL Group By Statements
• You can use most of the SOQL statements with deterministic encryption. One exception is GROUP BY,
which isn’t supported, even though you can group report results by row or column.
• SOQL ORDER BY Statements
• Because deterministic encryption doesn’t maintain the sort order of encrypted data in the database,
ORDER BY isn’t supported

18. Encryption Best Practices
1
Encrypt only where
necessary
2
Create a strategy
early for backing up
and archiving keys
and data
3
Read the Shield
Platform
Encryption
considerations and
understand their
implications on
your organization
4
Analyze and test
AppExchange apps
before deploying
them
5
Use out-of-the-box
security tools
6
Grant the Manage
Encryption Keys
user permission to
authorized users
only
7
Encrypt your data
using the most
current key

19. Shield
Product
Pricing

20. Trailhead
• Shield Platform Encryption
• Salesforce Shield Platform Encryption Implementation Guide

21. Salesforce Summer ‘20 Release
Highlights
- Shraddha Salvi

22. Split List View
• This feature gives the Salesforce standard List View layout a real
boost, allowing users to see their list view data, as well as a
selected record. If you have previously worked with the Console
view, this gives a very similar feel. Once Summer ’20 has been
deployed, users will see an extra option in the “Display As” field,
and can turn this on at will.

23. Dynamic Forms
• Dynamic Forms give you the ability
to create sub-sections of page layouts,
placing them where ever you like on a
lightning page. This gives you the ability
to combine with visibility rules,
allowing you to hide fields dependent
on field values, which opens up
massive possibilities. This feature is
Non-GA Preview, which means you
have to request it from Salesforce, and
is not supported the same way as your
other products.

24. Salesforce Optimizer App
• The Salesforce Optimizer was a tool
that was released over 3 years ago to
help give Admins an insight into the
performance and general health of
their Org. This used to be in the form of
a PDF download, but with the Summer
’20 release, an interactive App has
been created.

25. Salesforce Optimizer App …

26. New In-App Guidance Builder
• In-App Guidance has been a major
feature in the last few Salesforce
Releases, it gives you the chance to
build helpful prompts and onboarding
sequences for your users. Helping them
to perform a task, or navigate the
Salesforce interface. Check out tutorial

27. New In-App Guidance Builder…
When it comes to testing and
monitoring prompts:
• Preview your prompt for a quick
look to check formatting and the
link
• Test your prompt by logging in as a
specific user
• Track metrics for views and clicks
right from the setup page

28. Major Flow Updates 1.1
• Trigger a Flow to Run After a Record Is
Saved
• Previously, a record-triggered flow
could only run before the record was
saved, and the flow could only make
updates to that new or updated record.
After-save record-triggered flows can
access other records, perform actions,
and use more types of flow elements.
These flows can even replace most
workflow rules and record-change
processes that are built in Process Builder.

29. Major Flow Updates 1.1 …
• Record-Triggered Flow Considerations
• These considerations apply to record-triggered flows that make before-save updates.
• The flow can’t perform actions other than updating the triggering record’s field values.
• The flow can’t update values in records that are related to the triggering record.
• Only these elements are supported: Assignment, Decision, Get Records, and Loop.
• The View All Data permission is required to activate an autolaunched flow that has a
trigger.
• If an object has multiple active flows that make before-save updates, we can't guarantee
the order in which those flows are executed.
• Changing only the record owner doesn't launch record-triggered flows.

30. Major Flow Updates 1.2
• Trigger a Flow to Run When a
Platform Event Message Is Received
• Previously, platform event–driven
automation required you to use
Process Builder and Flow Builder.
Unlike event processes, platform
event–triggered flows don’t require an
associated Salesforce object and can
access all available records.

31. Major Flow Updates
1.3
• Create Flows with the Enhanced New Flow Window and Start
Element
• You now see the options to create a record-, schedule-, or platform
event–triggered flow upon clicking New Flow in Setup

32. Major Flow Updates 1.4
• Configure Loop Elements Without
Creating Loop Variables
• When you add a Loop element to a
flow, we create the loop variable for
you. The loop variable temporarily
stores the current item as the flow
iterates over the collection variable's
items.

33. Major Flow Updates 1.5
• Run Flows That Bypass User
Permissions
• Allow guest users to create or edit
records they don’t have direct access to
by setting your flow to run in system
context without sharing. Flows running
with this setting ignore object-level
security, field-level security, org-wide
default settings, role hierarchies,
sharing rules, manual sharing, teams,
and territories.

34. Major Flow Updates 1.6
Debug More Flows Faster
When you debug an autolaunched flow that saves changes to
the database such as create records, you don’t have to revert
those changes manually anymore. In Flow Builder, use rollback
mode and let it save you the hassle.
When you debug a schedule-triggered flow that runs for a
batch of records, Flow Builder uses the oldest record that
matches the filter conditions.
The Lookup component makes it easy to set values for record
variables.
To use rollback mode when you debug an autolaunched flow,
click Enable rollback mode.

35. Major Flow Updates 1.7
• Pass In the Record When
Launching a Flow from a
Lightning Page or a Quick Action
• Each quick action automatically
passes the record into the flow’s
record variable named “recordId”.
In Lightning App Builder, a simple
checkbox lets the Lightning page
pass the record into a record
variable in the flow.

36. Analyze Screenflow usage
• How: From the App Launcher, enter report,
click Reports, and then Public Folders. Find and
select Sample Flow Report: Screen Flow.
• Flow Interview Logs tracks information about a
given instance of a flow – which we call an
“interview”.
• Flow Interview Log Entries tracks information
about each screen within an interview.
• Tracks how often users navigate backwards in a
flow, which screen users spend the most time on,
and how often errors occur for a given flow or
which flows have been paused for long enough
that you’d consider them abandoned.

37. Attach .csv Files to Report Subscriptions (Beta)
• Now, subscribers will see a new
option on the report subscription page
which will let them request a .csv file.
The file can hold up to 15,000 rows and
30 columns. Subscribers can quickly
begin working with the data as soon as
the email hits their inbox. 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.

38. Minimum Access Profile
Sometimes there is a specific business
need, such as integration with another
system, to allow a user to have minimal
access to your Salesforce instance.
With the new Minimum Access Profile,
you can assign permission sets and
increase their access aligned with the
business need. This can save a lot of
time because admins no longer need to
clone a profile and then spend time
removing specific permissions; they can
start from this profile and then add the
desired permissions on top.

39. Release Updates Setup Page
• The Release Updates page allows
you to easily gather all you need to
prepare your org for any significant
Salesforce updates, whether it’s a
major release, patch release, or urgent
bug fix rollout.
• When you drill down into a specific
Release Update, there are three main
sections: “What’s changing?”, “Who is
affected?” and “How does this impact
my org?”

40. Open Hyperlinks in Formula Fields Correctly (Update,
Enforced)
• If you have formula fields that contain a HYPERLINK function, Lightning Experience
ignores the target value when attempting to open the link. This update ensures that the
target value for hyperlinks is honored, whether it’s explicitly configured or set by
default. This update was first made available in Winter ’19 and is enforced in Summer
’20.
From Setup, enter Critical Updates in the Quick Find box.
Then select Critical Updates. For Lightning Experience Honors
Target Values for Hyperlinks in Formula Fields, click
Acknowledge.

41. Create Flow Screen Components That Work for
Multiple Objects (Beta)
• Now developers can create reusable screen
components that use the generic sObject and
sObject[] data types. They can build one
component that works for multiple objects,
rather than one component for each individual
object. For example, they can build a data table
component that works with any collection of
records, from accounts and contacts to custom
objects.
• Previously, the example component was tied
to one object, such as Account, Contact, or
myCustomObject__c. But now developers
create one component, and the Flow Builder
admin chooses the object each time they use
that component.

42. Critical Update App New Version
• We are slowly seeing all “Classic”
style layouts removed from Lightning,
and with Summer ’20 we see the old
“Critical Updates” page replaced with
“Release Updates”. This provides a lot
more information about each update
that needs to be updated in Salesforce,
giving you more comfort in when it will
be released, and what steps need to be
taken.

43. Sharing: Secure Guest Users’ Org-Wide Defaults and Sharing Model Are Enforced

44. Update Email Alerts That Use Corrected Approval Merge
Fields

45. Code Builder SOQL & DevOps tool
https://www.salesforce.com/company/news-press/stories/2020/6/salesforce-developer-announcement/
https://admin.salesforce.com/blog/2020/new-devops-center-is-awesome-for-admins

46. Aura Components in the ui Namespace Are Being
Deprecated
• When: Salesforce plans to end
support for Aura components in the ui
namespace on May 1, 2021. You can
continue to use these components
beyond May 1, 2021, but we won’t
accept support cases for them after
that date.
• Please refer to the list of the
components being deprecated here.

47. DEMO Time

48. Quiz Time

49. Quiz
• Consider adding a short video that users can follow while learning how to complete a task
in the app that you want to remain on screen. Which type of prompt would you use -
Floating or Docked?
• Changing only the record owner would launch record-triggered flows - True/False
• When you run a flow in system mode without sharing, a limited set of actions and
operations still run in user mode. True/False
• Which are the two standard objects offered from Salesforce which can be used for tracking
screen flow usage?
• You still have to use a Get Records element to get other details from the record, like the
owner ID or associated revenue while passing the record ID on Quick Action Lightning
page. True/False

50. Trailhead References

51. Q & A

52. Thank you