Spring 21 Salesforce Release Highlights with Awesome Admin Marc Baizman Wellington

1. Learn MOAR in Spring ‘21
Release Highlights for Admins
@mbaizman | mbaizman@salesforce.com
Marc Baizman, Senior Admin Evangelist

2. Forward-Looking Statements
"Safe harbor" 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, stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance goals and
expected capital allocation, including mergers and acquisitions, capital expenditures and other investments. 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 -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of
geopolitical events, natural disasters and actual or threatened public health emergencies, such as the ongoing Coronavirus pandemic; 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 our 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 our strategic investment portfolio; our ability to execute our business plans; our ability to
successfully integrate acquired businesses and technologies; 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; 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; 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 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.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

3. Connect With Us & Ask Questions
@SalesforceAdmns
#SalesforceLive
Release Readiness
Trailblazers Group
#SalesforceLive
admin.salesforce.com

4. New Video Series:
“No Silly Questions”
Daryl asked THE BIG QUESTION!
“Why are the Salesforce release
seasons only for the northern
hemisphere?!”

5. New Video Series:
“No Silly Questions”
WATCH FOR THE ANSWER FROM
PARKER HARRIS!
www.youtube.com/c/SalesforceAdmins

6. Admin
Highlights
In-App
Learning
with
Trailhead
Service
Setup
Assistant
Macro
Builder
Multi-Factor
Authentication
Assistant
What We’ll Cover Today
More details on the
highlights covered in this
deck can be found at:
sforce.co/learnmoar
Flow

7. Spring ‘21
Admin Highlights

8. Coming on a rolling basis after Spring ’21 and available to all customers by
February 27, 2021.
Manually share records in Lightning Experience (Beta)
In Classic, record owners can use
manual sharing to give other users
access to certain types of records,
including accounts, contacts, and leads.
Now, Manual Sharing is coming to
Lightning Experience. In Spring ’21,
Manual Sharing is supported on
Custom Objects and some Standard
objects, i.e., Account, Case, Contact,
Lead, and Opportunity

9. Multi-select allows you to drag multiple fields to your reports with a single action
Lightning Report Builder Performance Improvements
The Lightning report builder will now be faster allowing the users to interact with it quickly to add/
remove fields from the outline panel to the fields panel or the report builder. Similar to classic,
users will also be able to select multiple fields and drag and drop them to the report

10. Pass Dashboard Parameters via URL
Filter for
Acme in URL!
Now users will have the
ability to open a dashboard
with a filter set by the URL
so that they don’t have to
clone multiple dashboards
to suit individual needs.
Similar to reports, users can
now add filters to the
dashboard and bookmark
the links in order to open
them with specific filters
applied.
Bookmark personalized dashboards

11. Track Accounts as Campaign Members (Beta)
To see campaigns on your account
records, add the Campaign History
and Campaigns related lists to your
account page layout.
Search and Add works exactly as
you’re used to with adding Contact
and Lead Members
Add account records as members of a campaign

12. Email Alerts with Lightning Templates
Email alerts can now use
Lightning email
templates—including Email
Template Builder email
templates—to send emails to
users.
Previously, when you set up an
email alert you could use
Salesforce Classic email
templates only.
Use Lightning Email Templates in Email Alerts

13. Enhanced email bounce handling
Emails that generate soft bounces are now flagged in
Lightning
The Activity Timeline bounce warning now also comes up when emails generate soft bounces. A
soft bounce is a temporary issue, such as when a recipient mailbox is full. Now reps know that
their email did not reach the recipient but don’t have to confirm or update the recipient email
address, unlike when the email address generated a hard bounce.

14. Service Setup Assistant

15. Accelerate your customer service journey with Service Setup Assistant
Realize Value Faster with Service Cloud
Get Up and Running Quickly with Setup in a Few Steps
Start serving your customers right away by simply adding your agents and a
support email address
Focus on Optimization with Out-of-the-box Configuration
Leverage pre-configured profiles and routing queues to free up your Admins
to focus on customizations that deliver immediate value
Boost Agent Productivity with Built-in Best Practices
Empower agents to solve issues faster with a best-in-class case layout,
frequently used workflows, default knowledge base, and time saving
macros
Read the Blog
Post

16. In-App Learning

17. In-App Learning with Trailhead
Fun & Native Learning Experience
Every user can complete Trailhead modules and earn
badges inside Lightning
Customizable by Admins
Admins can target Trailhead and myTrailhead learning
to specific audiences and places in Lightning
Enable Business Stakeholders
Give managers and team leaders the power to train
their teams via a new Learning Manager perm
Learn and skill-up in the flow of work
Beta Spring ‘21
Read the Blog
Post

18. MFA Assistant

19. Multi-Factor Authentication Assistant
Multi-Factor Authentication (MFA)
Assistant empowers admins to
prepare for and roll out MFA to
users, all from a central hub in
Setup.
The Assistant guides you through
recommended activities and best
practices.
The Assistant breaks things up into
three phases:
● Get Ready
● Roll Out
● Manage Read the Blog
Post

20. Macro Builder

21. It’s easier than ever to build Macros with switchable tabs
Macro Builder: Spring ‘21 Highlights
Why is this important?
Customers can switch tabs while building
macros, making it even easier to increase
agent productivity
Use Cases
Assist agents in quickly closing cases
and performing routine tasks across
multiple tabs
Feature
Macro Builder now supports complex page
layouts with multiple tabs

22. Flow Updates

23. “Send Email” Action Supports Rich Text
Now you can craft emails in Flow Builder
with engaging formatting, including but
not limited to:
● Inline styling (bold, italic, hyperlinks)
● Embedded images
● Advanced markup, like tables
Previously, only plain text was available.
Write an email with rich formatting and send it to the right
people

24. Support for Prior Value of the Triggering Record
Now when records are updated via a
record-triggered flow, use the record’s prior
value to calculate differences and take action
accordingly.
For example, notify the Opportunity Team
when an Opportunity changes by 30% or
more, using the new $Record__Prior variable
for the underlying calculation.
Easier Transition from Workflow or Process Builder to Flow
Builder.

25. Scheduled Paths
Record-triggered flows can fire when a record
is created, updated, or deleted. But what if
you want to trigger automation based on the
dates in those records, like Renewal Date or
Close Date?
Scheduled Paths is your way to create dynamic
automation for records based on their
date/time data!
This feature is Flow’s answer to Scheduled
Actions in Process Builder and
Time-Dependent Actions in Workflow Rules
Easier Transition from Workflow or Process Builder to Flow
Builder.

26. Debugging failed Flows just got easier
Anytime a flow run fails due to an
unhandled exception, an email is sent that
contains a detailed history of the run aka
the flow interview.
This usually means parsing through a long e
mail, trying to manually reverse engineer
the error based on the details in the error
log.
Now, just one click from a new link in the
error email will take you directly into the
flow builder, where you’ll see the path
taken to the error & be able to quickly
identify the root cause.

27. Flow On-Canvas Debugging
Highly Visual contextual experience
Stop parsing hundreds of log lines. Visual
Path Trace makes Flow troubleshooting fast
and intuitive
Debug as The User
Guarantee it’ll work when they use it
One-click Production Error to Debug
Stop reproducing errors, just click the error
to debug. No more guesswork!
Faster building and troubleshooting and now supports
schedule-triggered Flows

28. Multicolumn Screens (Beta)
Use sections to create multicolumn
layouts on screens, and then embed
whatever screen components you like
in those components.
Each section can be divided into up to
4 columns, and its visibility can be
controlled dynamically.
Sections are responsive by default and
stack vertically on mobile devices.
Build rich multicolumn screens without code.

29. Increased Flexibility and the ability to control revisited
screen value calculations allows you to tailor component
values based on your particular use case.
For example:
● A user enters their zip code on the first screen.
● When the user goes to the second screen, it
automatically populates field values based on the zip
code.
● The user goes back to change their zip code on the first
screen.
● When the user revisits the second screen, its fields are
refreshed based on the new zip code.
Control Revisited Screen Values
Flow can now refresh screen component values

30. Admin
Highlights
In-App
Learning
with
Trailhead
Service
Setup
Assistant
Macro
Builder
Multi-Factor
Authentication
Assistant
More details on the
highlights covered in this
deck can be found at:
sforce.co/learnmoar
Flow

31. What do you want to see?
bit.ly/sfwelly

32. TODAY
- 31 Mar,
2021
sforce.co/learnmoar

33. TODAY
- 31 Mar,
2021
Get more details on each
feature covered on the
Admin & Developer blogs.
2
Complete the trailmix, earn a
special community badge
and enter for a chance to win
one $200 USD Trailhead
Cert voucher.
Restrictions apply, see Official Rules.
3
Follow the Trailhead
Trailmix for Admins or
Developers.
1
sforce.co/learnmoar