Boost Fertility New Invention Ups Success Rates.pdf
2022.11.08 - Dreamforce & Winter ’23- Key new features for Admins and Users.pptx
1.
2. 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, 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, expected capital allocation, including mergers and acquisitions, capital expenditures and other
investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. 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 those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with
our ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the Slack Technologies, Inc. transaction; the impact of
Slack Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and
operational relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn
and market volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid
unanticipated downtime and prevent, detect and remediate performance degradation and security breaches;
our ability to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform
providers; 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; current and potential litigation involving us or our industry, including litigation involving acquired entities such
as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product
features, including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses
and strategic partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our
business; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and
innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success
of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our
dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties;
fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the
performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights;
our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in
connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and
lease obligations.
Forward-Looking Statements
031621
Footnote
6. Have Fun & Share Success
Knowledge Sharing Networking
What is our mission?
Lausanne, Switzerland User Group
• Best Practices
• Highlights from new
releases
• Hands-on sessions
• AppExchange Use Case
Demos
• Meet other Salesforce
Users, Administrators,
Developers & Architects
• Speak up about day-to-
day challenges and share
learned lessons
• Share a dinner with like-
minded people
• Participate in challenges to
win Salesforce swags! ☺
• The more we grow as a
community, the more
successful we will be
7. Spread the word
Present a topic Lead a Study Group
How can YOU help?
Lausanne, Switzerland User Group
Share your experience on:
• Salesforce products
• AppExchange apps
• Useful Admin tools
30-45 minutes per meeting
• There’s no better way to
assess your
understanding of a topic
than to explain it to
someone!
• If you know someone who
could benefit and would
be interested in this kind
of group don’t hesitate to
share our contact details
8. E-mail
Trailblazer Community Trailblazer Community Groups Events
Where to find us?
Lausanne, Switzerland User Group
Join the Chatter group on Trailblazer
Community to participate to group
discussions and vote for next topics:
Lausanne, Switzerland User Group
(private)
Requires a Salesforce account
(could be from a free Dev org)
Bevy is now the new event management
platform for the community groups.
Register here to stay up-to-date on the
events:
https://trailblazercommunitygroups.com/salesf
orce-user-group-lausanne-switzerland/
lausanne-ch-user@trailblazercgl.com
12. Dynamic Forms for Account, Contact and Opportunity
Dynamic Forms on Standard Objects
Granular customization
Drag and drop individual fields into field
sections from directly within Lightning App
Builder
Create personalized experiences
Add visibility filter conditions to fields and
field sections so that users see the right
information at the right time
Improve page performance
Dynamic Forms improve page load times
due to progressive page rendering
13. Sandbox Enhancements
New Sandbox Type
Now the sandbox list page reflects the type of
instance (preview, non-preview and in some cases
pre-release), that a sandbox is hosted on. Admins
will still have to follow our published dates to find
out when to create a particular type of sandbox, but
the process of identifying which sandboxes to
refresh will be much easier!
Quick Cloning for sandboxes on
Hyperforce
Accelerate developer productivity by letting teams
rapidly create replica Developer and Developer Pro
Sandboxes so that they can reduce idle developer
time, work in parallel and build more efficient
continuous integration jobs. Forward Looking Statement -
Coming soon - select the type of sandbox when requesting one.
14. Dynamic Related Lists
Now create more refined filter
criteria for picklists so that your
users can see the right information
at the right time when using a
Dynamic Related List on Record
Home.
For example, show all cases where
Severity equals P1 and P2
Note:
• maximum of 30 rows in the result set
• only available for custom objects, core objects
(account, case, contact, opportunity), and
standard objects compatible with UI API and
LWC.
Create filters using multiple selections on a picklist
15. Quickly create a custom Lightning app based on an existing custom app.
App Cloning (Beta)
A Lightning app combines branding, items & associated profiles. Having to re-configure
everything from scratch each time a new app that only slightly differs from an existing
one needs to be created can be painful. Lightning Apps can now be cloned, which
allows quickly creating multiple apps that share the same configuration without having
to start from scratch each time.
For example, clone your existing app for your Support users and simply add cases and
console navigation. Or assign the same apps to multiple users but use different
branding or theming for different profiles.
17. Add the To Do List to the utility bar for any app
New unified task management tool
Reps can now manage all tasks from a
single window, with improved
usability including custom labeling,
drag and drop, and panel
interactivity.
The To do list is aimed to make reps
more productive by:
● viewing and managing everything
you have to do in one place
● prioritizing your day, quickly
viewing the most relevant tasks
● taking action with just the right
information, always up to date
19. Go with the Flow!
Create New Workflow Rules - Disabled
From Winter ’23, you can't create new workflow rules. You can still edit existing ones, you just can't
create new ones (that is what record-triggered flows are for)
Most workflow builder use cases are now supported in and work better in Flow. We understand
that migrating your workflow rules may take some time, but creating more workflow rules
potentially creates more migration work later on. Use the Migrate to Flow tool to make the move.
For edge cases that the Migrate to Flow tool doesn’t support, refer to Equivalent Features in Flows
and Workflow Rules for tips on manual migration.
20. Easily update Related Records of the triggering record
Update Related Records
Drawing inspiration from Process Builder, the
Update Records element in Flow for record-
triggered flows will now include an option called
“Update records related to the [object] record that
triggered the flow”
This allow you to start from the triggering record
and traverse through multiple record relationships
to reach your target destination, all without having
to use loops or multiple elements on the screen.
Update a whole collection of records in one go, or
update a single parent or child record. Take for
example a situation where you wanted to update
all of the child accounts of an account where the
Account Source = Advertisement
22. Improved Formula Builder
Save time building formulas and reduce
errors upfront, without having to wait to
validate when you save your Flow.
● Select predefined operators to build
your formula versus starting out with
a blank slate.
● Check syntax to validate that your
formula works within the context of
your Flow.
Validate that your formulas are in the
correct format before saving your flow for
a fantastic time-saver and peace of mind.
Use Formula Builder in Flow Resources and Collection Filter Elements
23. Use ISCLONE in
Record-Triggered
Flow Formulas
In addition to the awesome new formula
editor, we’ve also added the ISCLONE()
function to formulas in record-triggered
flows.
This checks if the record is a clone of
another record and returns TRUE if one
item is a clone. Copy your Process Builder
or workflow rules formulas containing
these functions into record-triggered
flows.
24. Cut and Paste Flow Elements
It’s easier than ever to rearrange elements in your Flow in Auto-Layout mode.
● In the Element Menu, select Cut Element. The element and its branches will be
cut.
● To paste the Element (and related branches), hover over a + button and select
the paste icon.
25. ‘IN’ - Get Related Records Without Queries in Loops!
Create more performant flows and avoid limit-
related errors by avoiding queries within your loops.
Utilize text collections to create simpler queries and
reducing overall element count in your Flows.
You can now filter your query with IN and NOT IN
operators. Prior to the Winter ’23 release, you’d
need to place DML within loops or write Apex code
to retrieve related records.
Now, you can use a collection of IDs to retrieve
record any set of records. For example, this will
allow you to retrieve a set of Contacts based on
some Ids from anywhere - a screen component, an
action, or a Get Records from some other object.
27. Easily create tables of record data in Flow
to enable users to select and view as
many fields as you need displayed in the
table. Select your record collection, pick
your fields, and you’re done!
Create richer, more informative screens
by displaying up to hundreds of records
and any number of fields on a screen for
a user to act on.
Users will no longer need to jump
between screens to make key decisions in
their Flow - all the information they need
is on the Flow screen.
Select Multiple Records from a Table in a Flow Screen (Beta)
Create Richer, Better Screens With Data Table
28. Configuration Steps
Setting up a Data Table (Beta)
Name your Table, Select
Your Record Data
Choose your
Selection Mode
Configure your columns
Reference the table’s
output downstream
Note: The ‘firstSelectedRow’ output
is always available regardless of
selection mode.
29. Create formula fields that return hyperlinks or images to take your tables to the next level
Supercharge Your Data Table with Images & URLs
Create Hyperlinked Record URLs:
To display a URL to a record, create a
formula field on the object you’re
displaying
Example:
HYPERLINK( LEFT($Api.Partner_Server_URL_450,
FIND('/services', $Api.Partner_Server_URL_450)) +
CASESAFEID(Id), $Record.Related_Record__r.Name )
Help Users Identify Issues Visually With Formulas and Images:
Using Static Resources, Files, or external URLs, you can help users
identify things like stale data or cases that need attention
Example - Show images based on a case status and lack of closure:
If( AND( CreatedDate < NOW() - 5,
TEXT(Status) != 'Closed'),
IMAGE('https://www.freeiconspng.com/uploads/alert-icon-red-11.png', 'red', 25,-2),
IMAGE('https://upload.wikimedia.org/wikipedia/commons/3/3b/Eo_circle_green_checkmark.svg','gr
een', 25, -2))
Data Table with Record URLs Data Table with Images
30. Select multiple records using the updated Lookup screen flow component
Lookup Now Supports Selecting Multiple Records
Ever wish your users could select multiple records with
the Lookup component? Is a Data Table too much for
some basic use cases? Users can now select multiple
records with the Lookup screen component!
You’ll now notice two new inputs: Maximum Selections
and Record ID Collection.
● Set ‘Max Selections’ to a number greater than 1 to
let the user pick multiple records.
● Provide a default set of selected records upon
entering the screen (or going back to the same
screen)
31. Retain Selection on Flow Resume
or Previous Navigation
Lookup Multi-select Tips and Tricks
Convert a User’s Selection to
a Record Collection
To get the user’s selected records and turn
it into a record collection, use a ‘Get
Records’ and the new ‘IN’ operator with the
component’s text collection output
To retain a user’s selection
when they resume a flow, hit
a validation error, or revisit
the screen, populate the the
‘Record ID Collection’ input
with the component’s output
to retain the user’s selected
values
33. Completed via the MFA Auto-Enablement Release
Update
○ Phase 1: Orgs with <100 active users
○ Phase 2: All other orgs
Turns on the “Require multi-factor authentication (MFA)
for all direct UI logins to your Salesforce” org setting
Completed via a future
Release Update
September 2023 (Est)
All Salesforce customers
must use MFA to access
Salesforce products
Effective as of February 1, 2022
Phase 1: Spring ’23 Release
(January-February 2023)
Phase 2: Summer ’23 Release
(Est)
(May-June 2023)
MFA Auto-Enablement
Contractual
Requirement
MFA Enforcement
Today
Auto-Enabling and Enforcing MFA
Helping customers satisfy the MFA requirement
Some user types that are exempt from the MFA
requirement must be manually excluded from
auto-enablement and enforcement.
Use the MFA Enforcement
Roadmap at
https://sfdc.co/mfa-roadmap
to track auto-enablement and
enforcement dates for all
Salesforce products.
34. MFA Enforcement
● MFA is a permanent part of the login
experience; users must verify their identity each
time they log in
● Non-MFA users are auto-enabled for direct
logins
● Users already using MFA aren’t affected
● Customer admins and users can’t disable MFA
MFA Auto-Enablement
● Salesforce turns on MFA on a customer’s behalf
● Users must use MFA to log in
● Login process prompts users to register for MFA
● Users already using MFA aren’t affected
● Admins can disable MFA if they’re not ready for
it
What to Expect: MFA Auto-Enablement &
Enforcement
Using SSO? Salesforce won’t take action to enable MFA for your SSO
identity provider. But the contractual requirement applies to Salesforce
access via SSO.
36. User Access and Permissions Assistant
Download the app from AppExchange.
Complete the tasks to enable the
Tooling API for the app. And then
create and assign permission sets for
users who must access the app.
Once you’ve installed the app and
followed the setup instructions, you’ll
find it in App Launcher.
Note: If you previously had the
Permission Helper app and modified
the app name, it will show as what you
modified it to be
Streamline access and permissions management in your org
37. Understand the user access in your org and troubleshoot any access issues.
Analyze permissions for a user and their origin
38. Use the converter tab to convert a profile to a permission set
Convert profiles to editable permission sets
39. Use the report tab to report on which users have permissions enabled or disabled.
You can also export the report.
Analyze and report on permissions and access
41. Credit, edit, update muting, update assignment and see combined
permissions in an easy to use interface.
Manage your permission set groups and the
permissions that they contain
42. Set Field-Level Security for a Field on
Permission Sets Instead of Profiles During
Field Creation (Beta)
Permission Sets are the future of User Management but until now it has been time consuming for
Admins to build within the Permission Sets structure because only Profiles were displayed as a step
in the field creation wizard!
We heard you at True to the Core last year and on the Idea Exchange so we are thrilled that in
Winter ’23 we have made it easier than ever to manage user access with Permission Sets, by making
Perm Sets available during field creation.
44. Enhanced Lightning Reports on
Mobile
Enable business users to view
their insights on-the-go
Mobile-friendly table viewing experience designed to maximize the
available screen real estate, display information optimized for quick
consumption, and minimize unnecessary scrolling while making it
easy to view, understand the data, and take action on mobile.
● Support for Tabular, Summary, Matrix, and Joined Reports
● Conditional formatting
● Data Manipulations: Sorting, Drill Down, Add/Remove
Groupings, etc.
● Filters:
○ Display report filters
○ Enable users to edit unlocked filters.
45. Filter Custom Report Types by Fields (Beta)
Save time when creating a new report. No more going through the list or categories of
various report types. Users can select multiple objects or multiple fields to easily discover
right report type for their complex reporting requirements
46. Review a Custom Report Type’s Structure During Report Creation
Custom Report Types: View object and join details
Not sure what custom report type to use when you create a report? You can now view the structure
of available custom report types and choose the best one for your needs. The details panel shows
the relationships between the joined objects, and tooltips explain the outcome of the joins.
49. Offline Extensibility [Beta]
Lightning Web Components is a
flexible framework that allows you to
extend the Offline Mobile Worker
Experience.
Developers can use modular building
blocks and web standards to code the
experiences their business needs to
achieve enhanced levels of
productivity.
For example, a mobile worker
launches a Lightning Web Component
using a global action to view a
dashboard of their activities.
50. Resource Absence in Schedule View
(GA)
Now within a single list view, mobile
workers can see their entire schedule for
the day, including scheduled
appointments, breaks and even time off
for personal events and training.
They can also see visual indicators of
appointment status with checkboxes for
completed, red clock face for in progress
and delayed, and gray clock face for
appointments that have not yet started.
Display a comprehensive, easy to
read view of the mobile worker’s
day
51. Appointment Insights [Beta]
Analyze service appointments that
cannot be scheduled to determine
what actions can be taken to find
valid candidates
Increase trust in scheduling and
adoption by giving agents and
dispatchers a deeper understanding
of why candidates are not found for
scheduling an appointment
53. Salesforce Genie?
“Welcome to the new world, beyond a form completion that turns into a Lead record.
We’re moving away from that to something more contemporary.”
– Eric Stahl, EVP Marketing, Salesforce
• Genie = CDP <> Marketing Cloud CDP
• Data streams integrated (Snowflake,
MC, Google Analytics)
• CDP Activation for Slack
• CDP Activation for Journey Builder
54. Net Zero Cloud
• Introducing Madog Williams from Capgemini who built the first Net Zero Cloud
project in Europe !
• https://www.salesforce.com/eu/resources/customer-stories/breitling/
• Do you want to hear more about that in an other session ?
Madog Williams
Senior Salesforce Consultant
55.
56.
57. Spread the word
Present a topic Lead a Study Group
How can YOU help?
Lausanne, Switzerland User Group
Share your experience on:
• Salesforce products
• AppExchange apps
• Useful Admin tools
30-45 minutes per meeting
• There’s no better way to
assess your
understanding of a topic
than to explain it to
someone!
• If you know someone who
could benefit and would
be interested in this kind
of group don’t hesitate to
share our contact details
