Summer '20 preview release overview-deck

Summer ’20 Release Overview Deck
Slice and dice this presentation as you require so that you can train yourself and your users on
the Summer ’20 highlights for Sales, Service, Analytics, Communities, Mobile, Industries and
overall admin and user productivity.
If you’re looking for a high-level overview across all the clouds, check out Release in a Box
which showcases the top features per cloud.
Prepared by Technology Communications & Readiness

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.
Third party trademarks are the property of their owners.

Overall User Productivity
❏ Lightning Experience on iPad
❏ Optimizer App
❏ Dynamic Forms (Non-GA Preview)
❏ Dynamic Actions for Custom Objects (Beta)
❏ Split View for Standard Navigation
❏ In-App Guidance Walkthroughs and new Builder
❏ Einstein Search
❏ Surveys
❏ Lightning Scheduler
❏ Salesforce Mobile App
❏ Quip

Sales Cloud
High Velocity Sales
❏ Sales Cadences
❏ Einstein Call Coaching
Core Sales
❏ Kanban View
❏ Opportunity Management
❏ Territory Management
Sales Productivity
❏ Einstein Activity Capture
❏ Calendar
❏ Tasks
Additional features
(may involve additional
cost)
❏ Lightning Dialer
❏ Google Integration
❏ Microsoft Integration
❏ Inbox Mobile
❏ CPQ & Billing
❏ Pardot

Service Cloud
❏ Service Cloud Voice
❏ Einstein for Service
❏ Einstein Bots
❏ Field Service Lightning
❏ Channels
❏ Knowledge

Analytics
❏ Reports & Dashboards
❏ Data Integration
❏ App Building
❏ Analytics for End Users
❏ Analytics Mobile App

Communities
❏ Guest User security
❏ Lightning Communities
❏ Personalization
❏ External Account Hierarchy (GA)
❏ Salesforce CMS

Customization
❏ Lightning Flow
❏ Release Updates (Beta)
❏ Permissions
❏ Sandboxes
❏ Private Connect for AWS

Industries
❏ Financial Services Cloud
❏ Health Cloud

Lightning Experience on iPad Safari
Full Desktop Experience
Access the full Lightning
Experience on iPad Safari browser
Easy to Use
No training required since it’s the
same desktop experience
Enabled by default with iPad OS
and Safari
Other browsers on iPads or
Android Tablets will not see the
Lightning Desktop experience by
default.
Optimize user engagement and productivity on the go

Interactive App simplifies consuming and acting on recommendations and saves time
Speed up org maintenance with the Optimizer App
Personalized and actionable
recommendations
Increase feature awareness, improve
productivity and simplify maintenance.
“Scan completed” notification
Lets you know results are ready to view.
Same great insights
Most of the metrics that were part of
Salesforce Optimizer PDF report are
available in the App

Save time getting to recommendation details
No more scrolling through hundreds of pages to
get to recommendation details - get there quicker
with feature summaries and sorting.
Console navigation shows split view when a feature is clicked
and “View in Setup” makes it easier to dive right into the details
and act on a recommendation

Break Up Your Record Details with Dynamic Forms
Instantly Upgrade Page Layouts
Break up the page or place sections and fields
across multiple tabs!
Create Dynamic Page Layouts
Use visibility rules to show and hide field
sections.
Deploy and manage pages more easily
Reduce the number of page layouts & provide
single activation
Improve page loading times
Put fields in accordion components or tabs.
Non-GA Preview in Summer ’20 for custom objects only

Dynamic Actions for Custom Objects (Beta)
Simplified configuration
Configure actions right from within the Lightning page.
Conditional visibility
Add new filter criteria for when these actions should
appear.
Profile specific actions
Easily configure actions that should show up for a
specific sets of users without having to create a brand
new page layout.
Context-based actions
Need different actions based on the stage or step of a
process? Use dynamic actions to create dynamic actions
experiences to streamline user productivity and simplify
your pages
Configure highlights panel actions from within Lightning App Builder

with Dynamic Pages
Follow and share on
Twitter for a chance
to win prizes.*
*Restrictions Apply. See Official Rules.
Complete the trailmix,
get a community
badge, and give $10 to
the UN Foundation.
Watch the 6-part
video series on
building dynamic
pages.
1 2 3
sforce.co/beaninnovator

Split view for Standard Navigation
Split view is great for going through
records in sequence, or for quickly
skimming through a set of records.
Quickly scan your list of
opportunities and see which ones
need attention first. No more
navigating back and forth between
your list and your records.
The split view panel is collapsible for
extra flexibility.
Work Through Lists With Ease Using Split View for Standard Navigation

In-App Guidance Walkthroughs
Accelerate productivity and adoption by enabling multi-step learning in the app
Boost in-app education of processes
Create targeted multi-step prompts to train users how
best to complete a process or flow. Admin can give
permissions to another user to author guidance if desired
Walk users from screen to screen
Help users understand what to do on each screen and
easily guide them to the next step.
Track and report on engagement
Gain user engagement insights by reporting on
guidance views and action completes.
30 day free trial available in-app
Try walkthroughs for 30 days with no restrictions.
Bundled with myTrailhead for full user access
Packaging, Reporting, and Translation
Walkthroughs provide the same capabilities as the
single prompts with full packaging support,
translation and reporting.
myTrailhead
License
Required

Select Guidance type:
Choose between single prompts or multi-step prompts (walkthroughs)
to tailor the learning experience to your use case. Single prompt
authoring is still free to use as part of the platform
Select Prompt type:
Choose between a floating prompt in a location they desire to appear
on a page within the Salesforce org (or app) or a docked prompt that
stays in the bottom right corner of a page.
Write content:
Add the content to the prompt and include an embedded video to
accelerate the in-app learning.
Action URL:
If desired, add an “Action URL” to the prompt to open a new browser
tab and drive the user to a final action, like Trailhead.
Schedule:
Select the date range and frequency to specify when to make the
prompt active.
Target Users:
Define the target audience using standard and custom permissions or
profiles.
Meet the new In-App Guidance Builder
Use clicks, not code, to quickly create prompts with advanced customization features

Einstein Search enhancements (Beta)
Improved setup page
Simplified labels make it easier to find where to enable
Einstein Search and set up Permission Sets
Filter on picklist values in Natural Language
search
Users can find the records they want even quicker.
Filter on common use cases such as stage of
opportunity, case status or lead status.
Mobile Lookups
Get better recommended results on the Salesforce
Mobile App
Clearer set up and improved results in Natural Language search

Surveys in Chat
Embedded experience to gather feedback from customers at the
end of chat sessions
Merge Fields
Personalize your surveys by bringing in data from Salesforce
objects, e.g., case details in a CSAT survey
Data Mapper
Create or update Salesforce records as a follow up to survey
responses without having to write code, e.g., create a follow up
case if the the CSAT score was low.
Customer Journeys
Map customer journeys and gather/analyze feedback
at every stage. Use Customer Lifecycle Analytics to identify
friction spots in customer experience.
New Question types
More question types for better feedback
Salesforce Surveys
Close the feedback loop with follow up actions and journey analytics
Add-on
response
packs
required
Customer
Lifecycle
Designer
add on may
be required

Anonymous Scheduling
Reduce unnecessary clicks and allow the user to select a
resource or have the system assign a resource available
at that time without revealing who the booked resource
is..
This makes it more flexible to decide which user meets
which resource by modifying the appointment later.
Cater to your international audience
Configure scheduler flows with international variances,
e.g., showing distance in kms and local date/time
formats. Customize entity labels to better align to non-
English languages.
All day event support
Now events marked as all day events in the salesforce
calendar will not be considered as available.
Lightning Scheduler
Faster appointment booking experience
Lightning
Scheduler
License
Required

Relationship Map Live App
Enable end-users with the ability to create and
update org charts in Quip documents, allowing
them to collaborate around key contact and
customer details from within Quip.
Why is this important?
The Relationship Map Live App is a lightweight tool
for users to create org charts for visualizing key
contact information in Quip docs.
Use Cases:
● A deal team needs to create a visualization of
key customer contacts involved in the deal
and their respective influence
● An account manager wants to monitor the
health of his/her relationship with key
customer contacts
Enhance your Account Plans and empower your teams to build and visualize customer relationship structure

Live Paste
Easily reference sections of one document from within a different document so that your data never gets stale
When text is pasted, the option to have data
automatically sync from the source document is
provided so that end-users don't waste time
manually updating text that lives in multiple places.
Live Paste enables content to seamlessly stay in
sync across documents, reducing the need for
repetitive manual updating, while providing a single
source of truth for unstructured data.
Use Cases:
● Templates: Keep documents that are
generated from templates up-to-date with
the latest information
● Project Management: Sync weekly meeting
notes across documents for different
audiences and purposes
● Dashboards/Reports: Create a personal roll-up
view of your reports’ commitments

Template Usage Reporting
Track basic engagement with Quip assets from
within Salesforce using custom reports
Use Cases:
● Track sales rep engagement with embedded
collaborative assets like Account plans
● Understand scale of business process
adoption by tracking number of documents
created from source template
Report & visualize Quip template and document engagement metrics in Salesforce with custom report types

Einstein Analytics Live App
Empower your reps to make informed decisions by
embedding live dashboards in Quip documents and
templates.
The Einstein Analytics Live App enables users to
render their Einstein Analytics dashboards directly
in Quip for easy, data-driven collaboration.
Use Cases:
● Embed an Einstein Analytics dashboard within
Quip account plan doc
● Admins can configure the EA dashboard in a
Quip template to filter dynamically based on a
Salesforce record
Explore and collaborate around live data with your team in Quip with the Einstein Analytics Live App

Multi-Org Allowlisting
Turn on the allowlist to actively manage which
Salesforce orgs your users are allowed to connect
to and which they are not allowed to connect to.
Multi-Org Allowlisting enables Quip admins to view
and manage the Salesforce orgs connected to the
site directly in the Quip Admin Console.
Use Cases:
● An admin wants to view all the Salesforce
orgs their users are connecting to and
bringing in data from
● An admin wants to limit which Salesforce
orgs their users are allowed to connect to
View the list of Salesforce orgs that have been connected to your Quip site by all users from the Quip Admin Console

High Velocity Sales
Sales Cloud
Twitter | Email
Name, Title

High Velocity Sales
Branch Cadences Based on Email RepliesExpanded Exit Criteria
Lead prospects through different
outreach steps depending on whether
or not the prospect replies to an email.
Exit a Cadence based on Email
Reply, Bounce or Call Results
Skip Step
Empower reps to skip the wait
step, e.g., for a re-engaged
prospect or for a quarter-end call
blitz.
Sales Cadence Enhancements
HVS
License
Required

Send Sales Cadence emails as a thread
Create a conversation by sending HVS emails on the same thread
Cadence emails are sent as replies to
previously sent emails so your prospects
get that sense of conversation, with email
content adding up over time.
When Einstein Activity Capture is on, reps will see
their threaded emails in a single page. Each
message has its own actions and can be expanded
and collapsed as needed.
Define a manual email step to use
the email thread from the previous
email step.
HVS
License
Required

Real Time alerts for Email Engagement
Reps no longer have to leave the Work Queue to
stay on top of new email engagement.
A new ‘My Feed’ tab within the Work Queue
displays email engagement for the Sales Rep
(email opens, emails replies) and Lead
assignment.
Clicking on an engagement opens the
Salesforce record and the relevant email on the
right panel as subtabs.
Strike while the iron is hot with real time alerts on any email activity
HVS
License
Required

View the Email engagement history on Emails
On the Engagement tab within the detail
page for an email, view all individual
engagements available for this email.
With Einstein Activity Capture, Reply, Out-
of-office & bounce alerts are also surfaced
here.
Reps get a complete picture of engagement
generated by emails they have sent; that
way, they prioritize who to work with, what to
communicate, and next steps with their
prospects.
Get detailed engagement when reviewing emails
Also available
with Inbox or
Sales Cloud
Einstein
Licenses
HVS
License
Required

Einstein Call Coaching for HVS
Run Inside Sales faster & smarter with the #1 sales platform
Gain Visibility into Sales Calls
Surface key moments such as competitor
mentions, product mentions, or your own custom
mentions by any topic you define.
Boost Coaching Productivity
Save time by only listening to important
segments of the calls.
Unlock Hidden Insights
Slice and dice calls by mentions, by team, or by
individual rep. See how an insight trends over
time.
HVS
License
Required

Enable Einstein Call Coaching - setup
1. Enable Einstein Call Coaching under Setup/
High Velocity Sales.
2. Start with the Call Coaching Settings -
Einstein Call Coaching does not record your
calls. In Summer ‘20, you can connect to
Lightning Dialer (with recording feature on)
and a small set of supported partners.
3. Next, toggle on the Einstein Call Coaching
feature. This will enable all the user
experience, including the Call Coaching
dashboard.
4. Now go to Permission Sets and assign call
coaching users (ie. sales managers) the Call
Coaching User permission set.
Note: English only in Summer ‘20 and transcription
accuracy is optimized for the North American accent.

Unlock Hidden Insights
Keyword insights (Product, competitor) and
automatic insights (next steps, pricing) are
available out of the box. You can also create
your own group of keywords.
Users with the Call Coaching User permission
set will also receive the daily insights email.
Emails are sent if there are at least 5 calls with
insights in the last day. Clicking on the Listen
button will take you to the Voice Call record
page.
For more, Sales managers also have the
Mentions dashboard which can be filtered by
Sales Rep and a time frame to track toop
mentions or how a particular mention is
trending over time.
Prepare your team to handle trending topics, objections, emerging competitions

Core Sales
Sales Cloud
Twitter | Email
Name, Title

Get more done from Kanban view
Kanban users can now view key
information without having to click
into records, so they can be more
productive.
Display up to five key fields to focus
users on the most important
information.
At each step on the path, help users
succeed with step-specific guidance,
such as tips, links, and company
policy information.
Kanban Key Fields & Guidance

Kanban Celebration
Toss some (virtual) confetti
when users reach a certain
stage in the process, such as
closing an opportunity or
case.
Fun, visual way to help users
celebrate their wins, while
also driving user adoption
and engagement in
Lightning.
Celebrate Milestones with Confetti in Kanban Views

To better reflect your business
operations, create up to six custom
opportunity split types on opportunity
currency fields.
Previously, customers could create up
to three custom types in addition to
revenue and overlay splits.
Orgs that use team selling can create
additional split types to better reflect
the different categories of their sales
reps’ quotas.
Create more granular splits to reflect reps’ quotas.
Additional Custom Split Types

Set up automatic email notifications for opportunities that reach a threshold of amount
and probability.
Setup Big Deal Alerts now in Lightning

Create Custom Report Types on Pricebook Entry
View & manage ALL your product pricing.
Previously, only the standard “Price Books with
Products” report type was available, and this could
not be customized.
Create a custom report type that includes product & pricing information in one place
Streamline Pricing Updates without using the Data
Loader or SOQL queries in another tool. Simply create
a report that includes the records and fields you want to
update so you can export and mass-update

Territory Management Enhancements
Admins can now change the opportunity-territory assignment
access level to Read/Write. Previously, only Read was
granted. This change provides more flexibility in opportunity
management while using territories.
Drive adoption and ease of use for your end users
Rename Territory Labels to be consistent with your own
internal naming conventions, e.g., rename Territory as
Patch. Note: Territory object and field names in Setup
aren’t renamed.

Productivity
Sales Cloud
Twitter | Email
Name, Title

Not Interested Email Insight
Email Insights and engagement
information will show up in the
individual emails in a thread.
Threading
When Einstein Activity Capture is
on, reps will see their threaded
emails in a single page. Each
message has its own actions and
can be expanded and collapsed as
needed.
Know When Customers Are Not Interested with New Email Insight
Einstein Activity Capture

Calendar & Events
xxxxxx
Drag-and-drop and Preview support on iPad

Task assignments to a queue via Quick Actions
Tasks can now be assigned to queues
using the ‘New Task’ activity action
while on record pages or using the
‘New Task’ global action.
Users no longer have to navigate to the
Tasks tab in Lightning to create tasks
assigned to a queue.
They can continue to be on the record
or page they are on and create tasks
using activity actions on the record or
via a quick action from global actions.
Get more done in Lightning with fewer clicks

Lightning Dialer
Note: only outgoing calls to the United States and Canada are supported
Connect HVS Einstein Call Coaching with
Lightning Dialer
Einstein Call Coaching uses AI to process consented
sales call recordings and surface insights. If you have
HVS and Lightning Dialer, you just need to toggle on
Dialer in the Einstein Call Coaching configuration. The
recordings generated by Lightning Dialer will be sent
for processing.
Customizing consent reminder
Lightning Dialer has a recording capability and up to
now, it has been the user’s responsibility to ensure the
calls are consented for recording.
In Summer ’20, we’ve added a Consent Reminder
capability to make this a little easier. Before recording
a call, reps will see a prompt to remind them to get
consent. Admins can customize the text that appears.
Dialer
License
Required

Inbox Mobile for iOS and Android
Increased security control and productivity
Intune MDM Support
Deploy & authenticate Inbox app on devices
Protect company information by controlling the way
users access and share information
Ensure compliance of the Inbox app with company
security requirements
Conference Room Support
(Google only)
Add room resources through the app vs. having to
switch context to complete the task elsewhere,
saving precious time!
Inbox
License
Required

Gmail Integration
Help reps prioritize their most important communications
Insert text shortcuts with keystrokes
instead of clicks
Sales reps can assign a code to a text
shortcut to insert the phrase in an email.
Save time and stay focused on the email
content instead.
Track Email Engagement Across
Applications
The new “Feed” tab allows sales reps to
view email tracking information for emails
sent from the Gmail integration, Lightning
Experience, or from the High Velocity
Sales Work Queue
Turn Email Tracking Off in the
Gmail Integration with One
Salesforce Setting
Previously, to turn off email tracking for
Gmail integration you had to remove
email tracking components from the
email integration panes..
Inbox/
HVS
License
Required

Outlook Integration
Help reps prioritize their most important communications
Turn Email Tracking Off in the Outlook Integration with One
Salesforce Setting
Previously, to turn off email tracking for Gmail integration
you had to remove email tracking components from the
email integration panes..
Track Email Engagement Across Applications
See all email tracking information for emails sent from the
Outlook integration, Lightning Experience, or from the High
Velocity Sales Work Queue in the new “Feed” tab.
Inbox/
HVS
License
Required

CPQ & Billing
Sales Cloud
Twitter | Email
Name, Title

Increased productivity and individual control
Give sales reps drag-and-drop functionality to
adjust column widths to optimize their layout to
their individual preferences and optimized for their
own screen resolution.
Additionally, let them restore widths to system
default as needed.
Minimum column width enabled to minimize
inadvertently hiding columns.
All column width changes are auto saved
immediately.
Boost productivity with usability improvements
Enable column resizing on Quote Line Editor (QLE)
CPQ
License
Required

Transition CPQ to Permission Set Licenses
Salesforce CPQ is replacing Managed Package Licenses with Permission Set Licenses.
Prepare now and take any necessary actions before the update is automatically enforced in
Winter ‘21.
Automatic Usage Summaries for Evergreen Subscriptions
Improve the usage pricing experience for sales reps working with evergreen subscriptions.
Upload usage to an active evergreen subscription order product at any time. If the usage
processing date doesn’t fall within one of the order product’s active, uninvoiced usage
summaries, Salesforce Billing creates a usage summary and assigns it the new usage.
Greater Bundle Structure Control on Amendments
Give your users more flexibility when creating amendments by removing the requirement to
keep the original bundle structure.
Other enhancements
CPQ
License
Required

Pardot
Sales Cloud
Twitter | Email
Name, Title

Test Configuration Changes with Sandbox for Pardot
Now you can
● plan and test configuration changes
before you implement them in
production.
● allow an agency to create content in
a pre-production environment.
Provision Pardot Business Units from the Pardot Account Setup page in any Salesforce
sandbox.
Note:
- Pardot Dev Sandboxes are available for Advanced and above customers with a Salesforce Sandbox
- Some Pardot features are not supported, i.e., Salesforce Engage and B2B Marketing Analytics
- Currently, data and configurations cannot be shared between sandboxes and production accounts and
changes must be manually re-created. This is on the roadmap.
Pardot
Advanced
and above

Add records to Pardot lists and Engagement Studio programs
Customize Lead, Contact, Person Account
record and list view layouts to add the
respective object record to a nurturing
program for further marketing.
Adding these actions to a list view also lets
your users add up to 200 records at a time to
Pardot or Engagement Studio Lists versus
doing it one at a time.
Note:
● Users will only see CRM visible lists
● Users will only see lists they have access to with
Pardot Folder Permissions
● Records take time to actually be created as
Prospects and added to lists in Pardot. It may take a
few minutes for changes to be reflected in Pardot
New standard buttons to add records quickly and easily without additional code
Pardot
license
required

Engagement History Dashboard for Opportunities
See how prospects have interacted with
your campaign using activity data from
contacts with opportunity roles or by pulling
in contacts from the account that’s part of
the opportunity.
This dashboard further enables marketers
to show how their efforts influenced an
opportunity from first touch through to
opportunity creation and close.
Visualize marketing engagement based on activity data
Pardot
Growth or
above
required

Einstein Attribution
Accurate conversion credit allocation
Understand the actual contribution of your
different marketing strategies on the pipeline
Minimal set up
Use the Einstein Attribution Setup Assistant to
get started.
Leverage Einstein capabilities to bring
Marketing & Sales together
Built on top of Customizable Campaign
Influence and able to cover up to 10x more
opportunities using its virtual opportunity
contact role functionality.
Pardot
Advanced/
Premium
required
Get AI-Enhanced Attribution Data on Your Campaign Records

First-Party tracking (Beta)
Don’t risk being seen as a Third-Party tracker
to browsers and ensure that your marketing is
not dependent on Third-Party cookies.
Enable first-party cookie tracking from Pardot
Settings, then update your tracker domains in
Domain Management.
Configure default campaigns for your existing
tracker domains so that you can change
Campaigns on the fly without needing to re-
issue tracker code.
Prepares customers for the end of 3rd Party Cookies and improves privacy posturing
Pardot
license
required

New B2BMA Setup Assistant
A brand new setup assistant in Salesforce Setup that walks the admin through the
required and optional steps to configure their B2B Marketing Analytics prior to
usage.
Also
available
as an add-
on
Pardot
Plus/
Advanced
required

B2B Marketing Analytics PLUS - coming July 2020
Intelligent experiences anywhere for every B2B Marketer
Built for B2B Marketing
Get started quickly with pre-built marketing KPIs and
best practices, embedded where you work. Ability to
understand marketing performance across all
channels & tools.
Connected
Discover insights and take action across all of your
marketing, sales, and service data
Intelligent
Uncover new marketing insights, attribute impact,
and get AI-driven recommendations
Curated Einstein Analytics Platform
experience for B2B Marketers
Einstein Discovery for out-of-the-box AI
Ready-to-use intelligent apps and dashboards
Available
as an add-
on to
Pardot

The new Marketing Campaign Intelligence app brings
two easy-to-read dashboards together in one place.
The Campaign Engagement dashboard shows prospect
engagement data from Pardot, and the Campaign
Performance dashboard shows relevant campaign data
from Salesforce.
Sales and marketing users can explore these
dashboards or create an Einstein Discovery Story to
predict methods that can optimise their plans for
maximum engagement.
Explore Pardot and Salesforce Campaign Data Side-by-Side
Marketing Campaign Intelligence app
Pardot
Premium/
B22MA Plus
License
Required

Other enhancements to Pardot
Manage Pardot users with Salesforce
The current Salesforce User Sync feature in Pardot keeps Salesforce user profiles in sync with Pardot user roles. Now with this
enhancement it means that the Salesforce Admin will be able to manage one user record in Salesforce and will be able to assign a
user to Pardot from Salesforce. It also means that when a user is deactivated it deactivates them in both Salesforce and Pardot.
Upgrade to Salesforce-Pardot Connector v2
Using the Pardot integration user means that there is now no risk of breaking the connection between Pardot and Salesforce if
changes are made to the connector user and no need to use and pay for a dedicated Salesforce licence for the Pardot-Salesforce
integration to work!
Single user login for Pardot API Authentication
Now you can authenticate using Salesforce Connected Apps. This change removes the need for a Pardot-only user to authenticate.
Fine tune the Pardot Export API
Field selection allows customers the option to only exports the fields they need for their use case. e.g,, only opt-out status, and
removes the risk of exporting sensitive data. .Additionally sync Prospect activity and list membership data for use in analytics tools.
Pardot Force HTTPS Redirect
Align with the direction of major browsers and ensure all assets and content are delivered securely. Customers expect companies to
secure their data and using HTTPS is part of that effort.
Pardot
license
required

Service Cloud
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Service Cloud Voice
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Introducing Service Cloud Voice
Natively integrate voice
Integrate telephony and route calls
alongside digital conversations.
Deliver Omni-Channel Visibility to
Supervisors
Empower supervisors to view calls in
real time for training, onboarding and
post-call insights
Boost Agent Productivity with
Intelligence
Leverage real-time call transcription to
launch AI-powered productivity tools
Consistent agent experience across all channels
Service
Cloud
Add-on

Complete OOTB contact center solution from a single vendor
Pre-integrated telephony from Amazon Connect
Intelligent telephony is now seamlessly
integrated with Service Cloud, right alongside
digital channels and customer data
At launch in Summer 2020, we will offer
Service Cloud Voice with pre-integrated
telephony from Amazon Connect.
Customers can take advantage of Amazon
Connect’s intelligent contact center suite, from
real-time transcription to relevant IVR data right
inside the Service Cloud agent workspace.
In the future, we will deliver Service Cloud
Voice with a range of CTI partners. Existing
customers can continue to use Salesforce
Open CTI.

Unified Supervisor Experience
View voice to text real time transcription in conversation component
Help supervisors focus in on calls that need
immediate attention and use transcripts and
recordings for after the fact coaching and
training.
Automatically connect call conversations to
cases and contacts, for better data collection
and visibility.
Deliver advanced insights with new call center
reporting dashboard. Einstein Analytics is
included to deliver insights based on call data

Service all customer interactions from omni-channel
Reduce screen swivel and increase productivity
Accept/Reject Voice Calls directly in Omni-channel
Seamlessly integrates the phone channel to reduce
application switching — embedded softphone call
controls make it quicker and easier to accept phone
calls
Active calls show up as agent work
Simplify the user experience and reduce onboarding
time. Agents use a single omni-channel module to
accept any kind of interaction, to login and to set
presence status.
Call controls embedded in Lightning component Easy
to transfer to a phone number, agent, or queue in
omni-channel
New Voice Call standard object
Supports call data, disposition, notes, and custom
fields so agents spend less time typing notes as call
content is automatically captured

Boost Agent Productivity with Real-Time Call Transcription
View voice to text real time transcription in conversation component
Real-time call transcriptions allows
agents to leverage Einstein for Service
which means less time spent typing
notes as call content is automatically
captured
Data collected during the call and from
other sources will be passed to Einstein
for recommended knowledge articles,
next best actions and reply
recommendations.

Einstein Reply
Recommendations
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Einstein Reply Recommendations
Eliminate time spent typing/copying responses to the most common questions
Einstein builds a model that looks at past chat
conversations and recommends common responses
for agents to use and personalize in conversations
across channels to increase consistency, drive
efficiency.
Einstein will serve these recommendations in the
exact context, for faster, better, on brand responses.
Easy to setup and use with QuickText integration.
Agents will benefit by instantly seeing what to say
next to a customer on chat and messaging channels
without having to pivot screens or type repetitive
responses.
Automatically train and improve model for more
accurate responses over time by learning from
agents
Service
Cloud
Einstein
Add-on

Einstein Bots
Service Cloud
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Increase Customer Satisfaction with Skills-Based Routing
Use skills-based routing with a bot to match your
customers with an agent that has the skills
required to complete the task.
The bot can now change the skills required of the
agent based on the bot conversation
Use skills-based routing with a bot to redirect
requests from sales to service agents or to identify
language and route to an agent who speaks that
language
Now Generally Available for Einstein Bots
Service
Cloud
Einstein
Add-on

Einstein Bots for Facebook Messenger
Automate customer service in a new channel
Use a Einstein Bot to have a conversation with
customers in Facebook Messenger
Increase end user reach in international markets and
satisfy high customer demand
Many use cases including ask a question, schedule an
appointment, reset a password, and more...
Service
Cloud
Einstein
Add-on

Improved model supports more languages
Customers want the bot to understand them in
the language they speak.
With Einstein Bots, you can now have geo,
regional or country specific bots and/or create a
bot in the language of a website
Support for Spanish, French, German, Italian,
Portuguese is now generally available.
The following languages are now beta: Chinese
Simplified, Chinese Traditional, Japanese.
Train your bot to speak to your customers with multi-language enhancements.
Service
Cloud
Einstein
Add-on

Deeper Insights with Enhanced Event Logs
Expanded event log enhancements deliver new
details in bot event logs and publicly accessible API
for export. You can now troubleshoot highly complex
bots on one page, including messages sent to and
from the customer.
Drill into specific sessions and see all interactions.
Identify common patterns across sessions and
events to improve the bot
Report by dialog number of errors, escalations, and
events. Export via API to do advanced analytics.
.
Help your developers troubleshoot faster with enhanced event logs
Service
Cloud
Eistein
Add-on

Deep Linking with Actions
Deliver a seamless user experience by
reducing the number of taps it takes to
launch an action or a flow.
Expand on existing Deep Linking
capabilities by supporting the ability to
pass in parameters as part of the Deep
Linking Schema.
Deep link back to the mobile app and launch actions configured for the object

Shift Management Enhancements [Beta]
Manage Multi day shifts and configure the Shift Management UI
Makes the Shift UI more configurable,
easy and versatile to use with additional
features and visualizations
Customers can visualize shifts that span
more than a day, they can easily edit or
delete shifts from the UI and configure
information shown on the cells

Expense Data Model
Track expenses on the go with a new expense object
Out of the box data model for tracking
expenses as part of a service appt/work
order
Keep track of all expenses incurred as
part of a service appt or a work order
Log expenses on service appt/work order
from FSL mobile app by adding expense
object as a related list

Track planned and unplanned downtime
period to calculate reliability and
availability percentage for each asset
Unstable assets need to be easily
identified in order to take remediative
actions to avoid negative impact on end
customers life & operations
Report on availability & reliability for all
assets looking up to a specific product,
identify problematic assets & products,
demonstrate impact of asset maintenance
on availability & reliability
Identify quickly non performing assets and products
Asset Uptime Tracking

Track KPI improvements per
optimization run, identify data issues
affecting the optimization quality
Unravel how optimization effects the
schedule and increase user’s trust in
optimization by making it more
human-friendly and easy to tune
Admins measure and tune policies
based on outputs. Supervisors and
dispatchers see travel reductions and
higher utilization after optimization is
completed on their territories
Gain better visibility and understand optimization results
Optimization Insights

A new scheduling work rule that considers
a resource capacity modelled via a
numeric field on Service Resource object
Make sure the resources get a realistic
schedule that respects their capacity and
allowances
Limit scheduling based on the vehicle’s
Weight/volume/dimension limits, respect
union regulation that restrict the number of
jobs per day or maximum hours worked
per day
Specify the maximum daily workload that can be assigned to a resource
Scheduling Count Rule

Enhanced Optimization is now the default
optimization engine so all customers can
enjoy its greater scalability and additional
powerful features
With Enhanced Optimization customers
get access to amazing new capabilities
In-day optimization for rapid scheduling on
the day of service, schedule based on
shifts, automate your scheduling needs
using scheduling recipes
Innovating on the modern schedule optimization platform
Enhanced Optimization

Supporting Gantt icons and image
formula fields in the Service list &
supporting long text fields by adding info
bubble on hover.
Increase productivity of dispatchers by
surfacing more data at a glance
Flag/Mark appointments according to
priority or work type, Put addresses or
customer notes for the dispatcher to
quickly view
Get more out of your Service list at a glance
Service List Enhancements

Fine-tune control over what users can see
and do in the Dispatcher Console with
optional custom permissions.
Tailor the experience for each group of
dispatchers with the unique and specific
permissions they need for their role.
Decide which dispatcher may Drag & Drop
appointments, who can use bulk dispatch
or even restrict any action by locking the
Gantt
Customize the Gantt in more ways
Dispatch Console - Extended Customizations

Embedded Service for Web
Channel Menu enhancements
Quickly preview your changes in Setup
See how changes to the branding or labels of
the Channel Menu will look without having to
wait for the cached configuration to refresh.
Dynamic Reordering
Dynamically alter which channels appear in the
Channel Menu, and the order they appear in.
Turn the visibility of an item on or off, as well
as reorder it based on the context of what is
happening on the page.

Enhance Conversations with an Improved Chat Header
New Chat Header
The Embedded Chat header has
been refactored to make it more
simple, resolve scrolling issues
Customizable
Customers who want pixel level
control of the header can achieve
that using a custom Lightning
Web Component
Embedded Chat enhancements

Use Salesforce Sharing with Lightning Knowledge (Beta)
Take advantage of the sharing features you
already know to set access to articles with
organization-wide defaults, owner based sharing,
and criteria-based rules.
When you switch to standard sharing, data
categories are still used for classifying, filtering,
and searching for articles.
Changing the sharing model requires you to
rethink your permissions and access strategy.
Either Knowledge Sharing or Data Category
sharing can be used to control record access but
not both together.
Check the Release Notes for considerations to
keep in mind when you plan your sharing model.
Contact Salesforce Support to enable this feature in your org
Additional
costs may
apply for
read/write
access

Control record ownership when Sharing is enabled
Change Record Owners in Knowledge
Knowledge has always had the standard Owner
field, but it was not modifiable and did not control
record access. It will now be modifiable, but only
controls record access when Sharing is enabled.
Criteria based sharing rules
Manage article access based on fields within the
article instead of data categories.
For example, you can create rules to modify access
to articles based on the record type field.
● let one group of users see only FAQs while another
group of agents sees multiple record types like FAQs,
product information, and training articles.
● share articles with a team of reviewers by adding a
rule for articles in which the Review Status field is
“Needs Review” (if your org contains such a field).
Simplify article access with criteria based sharing

Other Enhancements
Filter Knowledge reports by Data Categories to
return information about entire categories and
subcategories of knowledge articles
Attach record to track when Articles are used in Chat,
Messaging, or Social transcript (outside of a case)
Linked Article object UI, Related List, Attach/detach
actions, and reports are planned for a future release.
Efficiently track article usage

Analytics
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Report Subscription Attachment (Beta)
Opt in to the Beta in Report & Dashboard
settings in Setup.
Users can choose to attach a file as part of a
Report Subscription and receive either a
formatted excel or details only CSV file
attachment.
Exporting a report in Lightning using formatted
option has also gotten 60% faster! Your big
reports with lot of rows and lot of columns
should be exportable quicker, without timing
out.
Get the data you need right in your inbox

Prepare Data with the Next Generation of Data Prep (Beta)
Understand how data is transformed at each stage with a visual point and click UI

Output Your Einstein Analytics Data to Amazon S3 (Beta)
Push your data from Analytics into Amazon S3

Get a Sense of How Your Customers and Prospects Feel
Extract sentiment from product review, social media posts and more.

Data Blending UI (GA)
Explore multiple datasets with clicks not code
Users can now find insights across multiple
datasets without needing to write custom SAQL.
Unlike SAQL queries, queries built with Data
Blending UI can be explored and modified with
clicks.
Now that data blending is generally available,
these features are supported.
● Formulas, e.g., sales attainment % to goal
● Filters on date fields, e.g., open cases in 2019
● Global filters, e.g., open cases for top 10 accounts

Dashboard Improvements
Do more with clicks not code
New dynamic text widget UI
Creating a text widget now has options to include
dynamic values. Once a query has been selected,
builders can pick the field that is used to dynamically set
the text element. In addition, builders can specify if the
text is driven by a selection on the query or a result.
Quick Sort
Previously you could quick sort only on measure
columns. Now you can quick sort on group columns as
well. Simply click on the header to sort by that column.
This works for most Compact Form & SAQL tables.

Pivot Table Improvements
Surface more insights in pivot tables
Changes to Headers
These are now rendered to match pivot tables in
Salesforce Reports. Download as CSV / Excel has
been updated to match this look.
Conditional Formatting
Make columns stand out with conditional formatting and
text styling.
Display Multiple Measures
Add additional measure or formula columns.
Previously, you could pivot on only one measure.
Sort Pivot Tables
Pivoted groups can now be sorted. Sort indicators are
shown.

Gain Insights on Data Directly in Snowflake (Beta)
Explore Snowflake data directly without requiring data prep or replication.
No need to load data into Salesforce
Real time insights into Snowflake data with live
connector. Run queries in Snowflake without
dataset prep in Salesforce.
Build dashboard charts and tables based on
Snowflake queries.

Subscribe to Tables with Subscriptions (Beta)
Get more control over dashboard data insights delivered
Email subscriptions now available for all
table widgets
Increased productivity for Analytics dashboard
users with regular data insights delivered.
Receive tables in .csv format
Files appended to email subscription email.
Enable with permission set
Enable ‘Subscribe to Einstein Analytics Tables’
permission set.
Available for
Einstein
Analytics
Growth and
Plus

Filters and Deep linking in Subscriptions (Beta)
When users subscribe to a chart or table widget the UI
now includes the applied filters. In addition, when clicking
on the widget in the email or email preview, users will be
deep linked to the dashboard with the filters and
selections applied.
They will also be prompted to set a title to distinguish their
various widget subscriptions.
New widget actions in Subscription Preview, include
Share (Download), Show Details (which also shows filters
applied), and Explore, enables user to take all those
actions right in Preview, instead of navigating to the
dashboard.
Available for
Einstein
Analytics
Growth and
Plus

Einstein Analytics
Onboarding & Education

Enhanced Template Gallery
New enriched UI to help users quickly find the right template for their use case
The enhanced template gallery not only provides
a rich interface for the user to browse through
available templates but also gives the user quick
references to what the app entails.
It provides a structured way to view and create
apps from templates while assessing if they are
right for user’s scenarios.
Recommended Templates showcases the most
popular templates.
Users can access the gallery from the home page
of analytics studio or by selecting create app
button on the home page

Improve users’ learning experience
Popular topics features valuable and relevant content that helps users expand their
Einstein Analytics learning journey

Custom Onboarding
Make it easier for users to discover in app
guidance when they select Learn on a dashboard
widget.
Add supporting content, e.g., video, pdf, website
links, to drive step by step learning and define the
order in which the learning resources appear for
end users.
Once you add custom onboarding for each chart,
the learning resource panel presents step by step
learning progression through the dashboard,which
helps user through a guided learning journey
The new in-app guided learning experience

Einstein Analytics Watchlist (Beta)
Track insights from multiple dashboards without having to navigate between them
Increased limit
Now follow up to 20 KPIs in one place
Monitor changes over time
Get a historical view of key trends track
positive or negative changes. Set a goal or
marker on the trended timeline with a
reference line.
Access from dashboard widgets
Add to personal watchlist from dashboard
widget to get daily data snapshots.

Mobile Highlights
● iOS:
○ New Home tab
○ Watchlist
○ Support for Pivot Tables
● Android:
○ Support for Summer ‘20
dashboard features, such as
dynamic text widget.
Coming in Summer ‘20 - July 20, 2020
Get early access to mobile enhancements
Sign up for our beta channel at
mobileanalyticsbeta.salesforce.com

Community Cloud
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Guest User: Security Policies Enforced
Restricted sharing mechanisms
Guest user sharing rules replace existing sharing mechanisms.
Removal of view All Data, Modify All Data, or delete permissions.
Reduced object permissions for guest users.
Disable View All Users
View All Users removed from guest user profile. We recommend using Guest
User Visibility instead.
Guests can no longer own records
Existing records are auto-assigned to default active user. Restricted access to
other user records.
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
Making Public Sites secure by Default
Resources:
● Guest User Security Policy
resource centre
● Trailblazer Community Group :
Securing Community Cloud
Customers who need more time to comply with our guest security policy can opt-out using a
Critical Update. Customers can manually turn-off guest security after Summer ’20 but we will
strictly enforce guest security in Winter ’21.
We strongly recommend that you test the impact of these changes in a test environment
before the Winter ’21 release to minimize impact to your org.

Lightning Communities
More customisation options and searchable pages
New Tile Menu
Customize the menu to your individual taste
by using the new Tile Formatting and Text
Formatting sections
Easier Community Pages management
Pages were previously grouped by template
pages, your pages and object pages. Now,
it’s organized alphabetically and searchable.
Customizable User Profile Component
Now you can customize the user profile
menu and make it truly personalized! Easily
control styles and display profile photo
display or if company name appears, etc.

Lightning Action Overrides
Override the New and Edit standard actions on standard and custom components.
Replace standard forms with a custom
Lightning component
Overriding standard actions allows you to
customize your org using Lightning components,
including completely customizing the way you
create and edit records.
Streamline the user experience
Sometimes the “New” or “Edit” actions can be
overly cumbersome with far too much input shown
to the user. Now you can remove extraneous
fields so that your customers, partners, or
employees have only the fields they need to see in
their Community.
Try incorporating a Lightning Flow into your
Custom Action Override component to really
improve the process.

Previously, we only supported two
levels for navigation menus - a
menu label and children pages.
Now, if you want to expose a
product catalog for a storefront,
you can go 5 levels deep.
Flexible navigation for your community and B2B store
Multi-Level Navigation

Generate Sitemaps for Your Community Pages
On-demand manual sitemap generation in
builder provides customers with the ability to
generate full sitemaps within 24 hours, for
example, going live with new communities,
where you require the sitemap to be created
quickly.
This is in addition to the scheduled automated
site map generation process i.e. the full
sitemap automatically refreshes once every
Sunday, while the sitemap updates with all new
pages is refreshed once every 24 hours.
Manually generate a full SEO sitemap for a community from the Experience Builder

Personalization
Customers can now use community audiences to
target the nav menu that shows up in any nav
menu component, including tile menus. This
means, for example, in a partner community a
reseller could see completely different menu items
than a repair shop.
Now, any nav menu component, including tile
menus, can be targeted to different audiences
using the new “Personalize” button in the property
sheet.
Customers can now make sure all community nav
menus are perfectly aimed to different audiences.
.
Nav Menu and Content Components Can Now be Targeted to Audiences

User data rolls up from the child
external account to its parent external
account, offering a point-and-click
approach to data sharing.
Before Summer ‘20, if you were
working with a large partner globally
or trying to model a network of
suppliers, distributors, resellers, etc..,
there was no declarative way to share
data, for example from a partner child
account to the HQ partner account.
Now you can do that without code.
External Account Hierarchies are now Generally Available
Remove complexity of sharing with external account hierarchies.

Centralize, Import and Personalize CMS Content
Manage content in the CMS app, tailor CMS collections to specific audiences
New content types to manage images and documents
Enables consist management of these assets with other types of
content in CMS. They benefit from the same workspace access
model for authors, as well as channel access for syndicating
published content.
Import Content
Mass-create content within CMS, rather than using our UI to create
content. This is especially helpful when migrating from another
CMS, or creating image url references to images within a DAM.
Personalization
CMS Single Item and CMS Collection components can now
implement audience targeting, meaning different audiences can
see completely different content, e.g., show an entirely different
carousel of events to users in different cities or states. Or a
different banner to retail, small business and large business.

Mobile Publisher - Playground App (Beta)
Quickly preview and evaluate the in-app
experience of your communities.
Now anyone with access to a Lightning
community can access the Publisher
Playground app.
The app is a non-branded version of the
Mobile Publisher for Communities app and
supports mobile publisher features like
persistent auth, Push Notifications,
biometric login and more.
Getting Started Documentation
A non-branded version of the Mobile Publisher for Communities app.

Salesforce Mobile App - New in Summer ‘20
Making end users more productive
Personalize Your Navigation
Reorder the navigation menu from your
device for easier access to your top items
Share More Links
Share a link to any list, app, or record page
Search Enhancements
Narrow your searches by object type. All Lists
pages are now searchable (both iOS and
Android)
View All Lists - now on Android!
Android users can now view all their lists from
Object Home.
Universal Links (iOS only)
Links to the Salesforce app go directly to the
page
Context Menus (iOS only)
Preview a record page in your search results
or list view using a long press

Customization
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More Ways to Trigger Flows
Declaratively build a trigger that runs
after a record is saved.
Record-Change Flow and Platform Event Flow
Subscribe to a Platform Event and do
everything you can do in an after-save
Flow Trigger. Use platform event trigger for
event subscription based type of triggers.

Elevate running user permissions
Bypass object level security, field-level security and
sharing rules in context of a guided business
processes. Allow Guest users to create or edit
records that they don’t have direct access to.
Run flows in system context without sharing
The Spring ‘20 release allowed flows to run in
system context with sharing. Now you can run flows
without sharing.
Note : A limited set of actions and operations still run in user mode, e.g., Post
to Chatter standard action
Run Flows that Bypass User Permissions

Simplified Configuration
Loop data, Subflow Outputs handled automatically
We’ve made it faster and easier for admins to
configure loops and subflows. It’s no longer
necessary to create variables to handle loop
iteration and subflow output.
In addition, we now warn you if your loop is set
up in an error-prone way. Keep your eyes
peeled for Tips in the new help menu – you’ll
see a badge icon if we have any
recommendations for you.
For subflows, you simply reference values from
the element itself, which eliminates the need to
create separate variables. In addition, Flow
Builder automatically creates a variable for you
to use during your loop. One less task for you!

Early alerts flag issues early
Reduce time and effort spent on troubleshooting.
Detection of bad database practices helps to
eliminate limit issues.
Initial guardrails detect:
1) Unclosed loops
2) Database (DML) operations inside of loops
Flow Guardrails : Pop-Up Alerts
Get warned about detected issues that you may want to address

Debug More Flows Faster
Rollback Mode
Debugging an autolaunched flow? Select “rollback
mode” to prevent DML from being committed during the
debug run!
Scheduled flow debugging
Debugging a scheduled flow will run the flow against
the oldest record that matches the filter criteria. Some
restrictions do apply however. Check the release notes
for more details.
Record Variable Input
Does your flow have a record (sObject) variable input?
Now you can select a record to input directly from the
debugger!
Test real-world scenarios more easily

Improved New Flow Window and Start Element
Recommended tab in the New Flow window now displays tiles for record-changed,
scheduled, and platform event flows.

Screen Flows Report
Flow metrics include :
1. Flow execution count
2. Duration of each screen
3. Who ran the Flow
4. Status of Flow interviews
(completed, running,
paused, error)
Analyze the time spent in screen flows by using a prebuilt report

Release Updates (Beta)
View your updates and alerts information in a single, easy-to-use page.
Understand and act on updates that impact your Salesforce org using an improved
user interface

Enhance security with the New Minimum
Access User Profile
Assign a least-privilege profile to a user, then open
up access with permissions.
Includes : Access Activities, Chatter Internal User,
Lightning Console User, and View Help Link
permissions.
Permission Changes for Customization
Features
Changes include Muting Permission Sets, Object
Settings, Assignments, and Permissions,
Dependencies, Layouts and Record Visibility,
Sharing and User Roles
Permissions
Admins have more control over who sees what and what users can see

Sandboxes
Data Mask Updates
❏ A new configuration called Unique on text and text area field types appends additional
characters from the record ID to library words or random characters to make them unique. This
configuration is useful for objects that have duplicate rules defined
❏ Chatter and Enhanced Email aren’t prerequisites for installing Data Mask
❏ You don’t have to keep the browser window open after clicking Run Now on a data mask
configuration
❏ Data masking makes all email addresses unique. Emails are the most used field in duplicate
rules
Track Source Changes Automatically (Beta)
❏ When source tracking is enabled in a Developer or Developer Pro sandbox, the sandbox
automatically tracks changes between the sandbox and the local workspace. When you pull
sandbox changes into your project or push project changes to the sandbox, only the changed
source is synched back.
Data Mask
add-on
required

Keep Communication Private
Private bidirectional connections between
Salesforce and AWS without exposure to
the public internet
Leverage Salesforce Enterprise
Security
Salesforce managed end-to-end
connections and streamlined access
controls
Improve Productivity
Simplified setup, configuration and
maintenance for developers or admins
Introducing Salesforce Private Connect
Fast, easy, and secure way to connect Salesforce org and AWS data
Platform
Add-on

Action Plans Enhancements
Assign Tasks to Queues
Assign action plan item tasks to queues
when defining Action Plan Templates
Action Plan in Communities
Allow Lightning External Apps Plus Users
to create and manage Action Plan
Templates and Action Plans
Ad Hoc Action Plan Items
Add additional tasks or document
checklist items to an already active action
plan
Extend the power of Action Plans with enhanced functionality

A Whole New Look At Relationships
The Actionable Relationship Center displays
Salesforce core and Financial Services Cloud
packaged entities in a hierarchical view so that
users can easily understand customers’
complete network.
Rich Information At A Glance
For Person Accounts and Contact, users can
now see Householding, Packaged Entities
(Financial Accounts, Goals, etc), and Standard
Lookups (Opportunities, Cases, etc.).
Instantly Take Action
No need to go to each record individually to
modify. Edit and launch actions right from the
ARC context.
Actionable Relationship Center
Financial Services Customer 360

Residential Loan Application to Financial Account
Save time and provide advisors an entire view of a client’s financial health by having Residential Loan
Application (RLA) data copy over to Financial Services Cloud entities.
This new trigger will convert the verified data from fields on RLA objects to Person Account (s), Assets and
Liabilities, Financial Accounts, and Customer Property objects.
Disable Primary Contact
Disable use of Primary Contact field to improve performance of data uploads. New FSC customers who
already use Person Accounts will no longer need data conversion to populate Primary Contact field.
Customers using Individual data model will also get better performance when loading or updating data.
Insurance
The Policy Component has been enhanced to show policy hierarchy in case of multi-line policies and filtering
based on policy type. Also, now there is a persistent link to show all related claims for the account and an
option to hide claims in the component.
Other Enhancements

Intelligent Sales for Med Devices
Visit Planning
Maximize onsite productivity for sales
reps and ensure each visit is
successful with visit and task
management from any device.
Product Inventory
Identify visits with inventory shortfalls,
identify products with shortfall, request
transfers, place replenishment orders
Sales Visit execution
View and complete all required tasks
during an appointment and capture
relevant information, from patient
details to new product orders.
Plan visits and manage inventory

Device Registration
Register a Device
Register one of more remote monitoring
device(s) to a Patient to track health outcomes
and progress.
Create Shipping Request
Create device shipping request for internal and
3rd party procurement organizations to ship a
device
Care Program Enrollment
Care Coordinators can track biometric data
from these devices, identify healthcare gaps,
and engage with patients for follow-ups.
Streamline the patient and member device registration process with new flows

Remote Monitoring Exception Management
Remote monitoring devices such as
wearables and health monitoring devices are
starting to be widely used as way for different
healthcare segments to better engage and
monitor a patient's health journey.
Configure when to receive notifications for
exceptions, like spikes in weight or blood
glucose levels and proactively engage with
patients by way of auto-created tasks, care
gaps, or cases.
Care coordinators can also look at care
observation charts to visualize biometric data
and health metrics, such as heart rate, blood
glucose levels, or weight, to track patient
health.
Organize, visualize, and act on device data to monitor remote biometric data

Provider Search
Improved usability
Clear Search filters, show driving distance and
time, sort results by distance or name, support for
person accounts and drill down from provider
search directly to account or contact pages
Enhanced diagnostics
A new entity Provider Search Sync Logs stores
information about the sync status of each
Healthcare Provider record. This can be used by
Admins to diagnose issues with the sync process
that happens in the background for provider
search

Care Plans
Program Management
Admin controlled Org Preferences to allow
multiple care program enrollees to the
same care program for a person account,
lead and user.
Task component enhancements
View tasks across problems and goals and
easily identify progress against
problem/goals with progress rings.

Summer '20 preview release overview-deck

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Summer '20 preview release overview-deck