Winter 22 release

031621
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 (such as the
proposed acquisition of Slack Technologies, Inc.), 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 consummate the proposed Slack Technologies, Inc. transaction
on a timely basis or at all; our ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the proposed
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

Ressources
● Release note Salesforce
● Release in a box
● Trailhead
● Site “success”
● Trailblazer Community Groups

Release note Salesforce
➢ Les release notes sont intégrés au site
https://help.salesforce.com
Ressources

Release in a box
➢ Salesforce Release in a Box
○ https://admin.salesforce.com/release
inabox
Ressources

Trailhead
Parcours Trailhead “Prepare for Salesforce
Releases”
➢ https://trailhead.salesforce.com/en/conte
nt/learn/trails/sf_release_prep
Ressources

Trailhead
Parcours Trailhead “Maintain Your
Salesforce Certifications”
➢ https://trailhead.salesforce.com/en/conte
nt/learn/trails/maintain-your-salesforce-
certifications
Ressources

Chatter
Site “success” : Groupe Release Readiness
Trailblazer
https://sforce.co/3eZmA9M
Ressources

Trailblazer Community Groups
➢ https://trailblazercommunitygroups.com/
Ressources

Sales
● Pipeline Inspection Enhancements
● Push counter on Opportunities
● Einstein Conversation Insights Enhancements
● Territory Planning Enhancements

Sales Cloud features
overview
High Velocity Sales 6
Einstein Conversation Insights 5
Pipeline Inspection 6
Salesforce Maps 11
Core Sales Feature 8
Productivity Feature 20
Other Changes in Sales Cloud 1
Integration with Google 5
Integration with Microsoft 8
70 Sales Cloud
features

Use AI to close more deals.
Use the new Einstein Deal Insights to see
which opportunities are least likely to close
within the month with Pipeline Inspection
Enhancements.
Available with the purchase of Sales Cloud UE.
Learn More
Business User

Save time by creating
custom pipeline views
Multiple Pipeline Views
Sales managers and reps can save their most
frequently used pipeline views to avoid
recreating them each time they visit Pipeline
Inspection.
Mark Deals as Important
Mark deals as high priority, and filter your list
to focus on just those important deals.
Quickly focus on pipeline in
different areas of your business

En tant que Trailblazers, vous avez la possibilité d’influencer la roadmap de Salesforce, de
proposer des améliorations ou remonter des bugs.
Lorenzo Alili, membre des communautés françaises, a proposé deux idées.
Soyez sympa, votez pour elles :)
[Pipeline Inspection] Fiscal versus Calendar Dates in the filters
https://trailblazer.salesforce.com/ideaView?id=0874V000000oPuFQAU
[Pipeline Inspection] Forecast Category not aligned (Status Category vs. Values)
https://trailblazer.salesforce.com/ideaView?id=0874V000000oPuAQAU
[Pipeline Inspection] Make the tool inline editable
https://trailblazer.salesforce.com/ideaView?id=0874V000000ULX1QAO
Idea - Les idées de la communautés

Push Counter on
Opportunities
Understand how many times a deal’s close
date has been pushed from one month to
another
A deal pushed out too many times might
indicate the rep isn’t being realistic about its
likelihood to close.
Report on opportunities with a high
push count
Business User

Einstein Conversation Insights
Enhancements lets you match conversation
records from phone and video calls to the
corresponding opportunity. Accurately
troubleshoot to get a clear picture of the
context behind every deal.
Available with the purchase of Einstein Conversation Insights, High Velocity
Sales.
Learn More Watch Demo
Gain more insights into
deal health.
Business User

Design territories based on
your unique team makeup.
Intelligently plan for all team types — from
inside sellers, to new hires, to senior team
members — and skill sets based on capacity
constraints with Territory Planning
Enhancements.
Available with the purchase of Territory Planning.
Learn More
Business User

Service
● Customer Service Incident Management
● Appointment Assistant: Self-Service Scheduling
● Einstein Bots Enhancements
● Service Cloud Voice: Prescriptive Setup for Partner
Telephony
● Visual Remote Assistant: Session Scheduling

Accelerate mission critical
service delivery.
With Customer Service Incident
Management, resolve major incidents faster
with new objects to track, diagnose, and fix
service impacting issues. Empower service
and ops teams to deliver better customer
experiences when everyone has full visibility
into incident, case, and customer data.
Available with the purchase of Service Cloud UE/EE.
Business User

Manage and update
appointments in real time.
Available with the purchase of SFS EE/UE + Appointment Assistant.
Customers can create, reschedule, cancel,
and confirm appointments through digital
channels to reduce call volumes, balance
agent workload, and avoid no-shows with
Appointment Assistant: Self Service
Scheduling.
Business User

Build an intelligent bot
in minutes.
Einstein Bots Enhancements lets you create
an intelligent bot in a few clicks with pre-built
templates, relevant dialogs, and workflows to
handle common service and sales use cases.
Available with the purchase of Service Cloud UE, Digital Engagement license.
Learn More
Admin

Make the most of your
remote visits.
Empower agents to schedule visual support
sessions for future times to optimize remote
appointments and increase utilization
of field resources with Visual Remote
Assistant: Session Scheduling.
Available with the purchase of Service Cloud EE/UE. Field Service EE/UE +
Visual Remote Assistant license
Learn More
Business User

Easy-to-use templates for
SSO, user syncing, and
queue mapping.
Available with the purchase of Service Cloud Voice + Service Cloud Voice
UE/EE, Sales Cloud UE/EE.
Learn More
Service Cloud Voice: Prescriptive Setup for
Partner Telephony enables admins to use
easy templates and menus to create a contact
center and connect their partner telephony
account for single sign-on, user syncing, and
queue mapping.
Admin

Route Calls with Omni-Channel
Flows (Beta)
Learn More
Define your routing rules in Salesforce to
dynamically route calls to the correct agent in
the same place that you configure routing
rules for your other channels.
Admin

Analyze Service Calls in the
Einstein Conversation Insights
Dashboard
Learn More
Review service call stats such as keyword
mentions in the new Einstein Conversation
Insights dashboard for Service
Admin

Improve Caller Experiences
with Enhanced Contact
Flows
Learn More
New sample contact flows :
● Prepares for the inbound call by starting media
streaming and turning on transcription
● Streamlines the integration with an Omni-
Channel flow in order to route work
● Illustrates the customer experience when a call
is transferred from one agent to another agent
● Illustrates the customer experience when a call
is transferred to a queue.
Admin

Announcement : Service
Cloud Voice for High
Velocity Sales
Using the technical foundation of Service
Cloud Voice, Salesforce and AWS have now
expanded the native support for Amazon
Connect into Salesforce High Velocity Sales
as well
Admin
Learn More

Loyalty
● Points Escrow Account
● Pooled Member Profiles
● Voucher Management Enhancements
● Loyalty Rules Setup

Protect your business from
point liability and fraud.
Store member points in a Points Escrow
Account for the duration of your purchase
return period. Give members the instant
gratification of accruing points, while
protecting your business from point liability
and fraud.
Available with the purchase of B2B Loyalty, B2C Loyalty, B2C Loyalty Plus.
Business User

Engage your members
and give your business
greater flexibility.
Allow multiple members to accrue and redeem
points in Pooled Member Profiles. Increase
program stickiness by giving members more
ways to engage, and give your business
greater flexibility in program design.
Learn More
Business User

Provide greater flexibility
for your customers.
Voucher Management Enhancements add
greater flexibility to the ways vouchers can be
issued and redeemed. New dynamic vouchers
automatically change the voucher value
depending on the amount spent, and multi-use
vouchers allow customers to redeem a single
voucher multiple times.
Learn More
Business User

Run your program
more easily.
Piloted in Winter ‘22, Loyalty Rules Setup
provides a new user-friendly interface,
allowing loyalty program managers to
configure various program rules without
coding — including promotions, vouchers, and
benefits.
Business User
Admin

Experience
● Salesforce CMS Enhancements
● Experience Cloud Enhancements

Leverage content preview
without the back-and-forth.
Salesforce CMS Enhancements allows
creators and authors to use in-line preview of
content in the CMS app to see what the
content will look like in Experience Builder —
without needing to switch between Experience
Builder and Salesforce CMS.
Available with the purchase of EE, UE, PxE.
Learn More
Watch Demo Admin

Copy an image directly
into peer-to-peer posts.
Easily copy an image to the clipboard and
directly paste it in a feed post or comment with
Experience Cloud Enhancements.
Available with the purchase of EE, UE, PxE.
Learn More
Admin

Use Audiences as
Criteria for Other
Audiences
Instead of recreating audience criteria,
reuse an audience as criteria in another
audience.

Quip
● Template Library Enhancements
● Spreadsheet Formula Enhancements
● Bulk Document Archiving
● Document Editing for Screen Readers

Create Quip documents
and spreadsheets in Slack
Do more with Quip — right inside Slack
channels. Easily create and update Quip
spreadsheets with Slack Workflow, update
document permissions from within Slack, and
receive Quip document comment notifications
in Slack channels with Quip Enhancements
for Slack.
Available with the purchase of Salesforce Anywhere Advanced.
Business User

Optimize your sales
processes.
Template Library Enhancements let you
embed the right templated document in the
right place in your Salesforce records, in
addition to the document specified by your
admin. New industry-leading templates from
the Template Library can be spun up in
seconds — right from within the Lightning
Experience.
Available with the purchase of Quip Advanced.
Business User
Admin

Get more out of
Quip Spreadsheets.
Supercharge your data analysis in Quip
Spreadsheets with 12 new highly-requested
formulas, including unique, sort, and
transpose, thanks to Spreadsheet Formula
Enhancements.
Available with the purchase of Quip Starter, Quip Plus, Quip Advanced.
Business User

Simplify internal processes.
Bulk Document Archiving lets Quip admins
leverage the Quip API to easily archive
documents in bulk for compliance purposes,
simplifying internal processes to comply with
data retention regulations and requirements.
Available with the purchase of Quip Starter, Quip Plus, Quip Advanced.
Learn More
Developer

Create accessible content.
With Document Editing for Screen Readers,
Quip users are now able to use screen
readers to edit and create content for Quip
documents. The improved screen reader
support setting allows for accessible content
creation and collaboration.
Learn More
Business User

Platform - Applications
● Salesforce Surveys: Survey Collaboration
● Salesforce Scheduler: Appointment Distribution
● Salesforce Feedback Management: Data Mapping
Enhancements
● Salesforce Feedback Management: Messaging
Integration with Service Cloud
● Digital Process Automation

Collaborate with more
users, and share results
with a larger audience.
Increase collaboration by allowing multiple
users to work together on a single survey, and
easily share results with a wider audience with
Salesforce Surveys: Survey Collaboration.
Available with the purchase of Platform, Industry Clouds.
Learn More
Admin

Ensure equitable workload
distribution across teams.
Salesforce Scheduler: Appointment
Distribution helps distribute meetings and
appointments based on policies, ensuring
equitable workloads across teams.
Available with the purchase of Platform, Industry Clouds
Learn More
Business User

Extend data mapping
functionality.
With Data Mapping Enhancements, users
can now use merge fields while creating or
updating records.
Available with the purchase of Platform, Industry Clouds.
Learn More
Admin

3 minutes break...
It’s Survey Time!

Platform - Services
● Salesforce Customer Identity - Plus

Bolster your digital strategy.
Salesforce Customer Identity - Plus enables
maximum performance and scalability for
companies looking to accelerate their digital
transformation strategies that also need B2C
scale from day one. Powered by the Auth0
platform, Customer Identity Plus provides pro-
code options that provide the flexibility
developers need to seamlessly integrate an
identity layer into existing applications.
Available with the purchase of Enterprise Performance, Developer,
and Unlimited editions.
Developer

Platform - Services
● Salesforce Flow Enhancements
● Salesforce Flow Orchestrator (BETA)

Apps - Application
Development
● Salesforce Functions
● Secure Your Components with
Lightning Web Security (Beta)
● Dynamic Interactions

Innovate fast and meet
customer demands
from anywhere.
With Salesforce Functions, you can deliver
scalable experiences by extending the data
and workflows you already have — making
them more robust with the power of elastic
computing and open language flexibility.
Salesforce Functions supports Node.js & Java.
Available with the purchase of Enterprise Unlimited.
Developer

Secure Your Components
Better, Stronger, Faster
with Lightning Web
Security (Beta)
This new architecture is defined by fewer
restrictions and more functionality while
providing strong sandboxing and a security
posture to enforce namespace isolation.
The result is strong, flexible, usable security for
your Lightning web components:
● Cross-namespace component use
● Interactions with global objects
● Improved performance
● Better support of third-party JavaScript
● Compatibility with standard JavaScript as it
evolves

Simplify the building
of complex apps.
Dynamic Interactions enables anyone - not
just professional developers - to wire together
components so they can communicate and
react to one another in real time. Since the
code is pre-built and designed to work
together, it doesn’t require the same
maintenance and updates that custom-coded
apps do.
Available with the purchase of Platform license.
Admin

Apps - Lightning
Experience
● In-App Guidance Enhancements
● Salesforce Mobile App Enhancements
● Guidance Center Enhancements
● Einstein Search Enhancements

Guide employees
through page prompts
and walkthroughs more
efficiently.
Drive employees to specific elements on a
page by pointing prompts and walkthroughs to
high-level components with In-App Guidance
Enhancements (GA). Use guidance for
record types, ensuring that prompts and
walkthroughs are specific to page layouts.
Plus, guidance can now be used on Setup
UIs.
Available with the purchase of Standard Salesforce License for Prompts.
myTrailhead license for Walkthroughs.
Watch Demo
Business User
Learn More

Available with the purchase of Salesforce Standard license.
Get started instantly in the
Salesforce mobile app
Salesforce mobile app enhancements
provide an out-of-the-box landing page for the
Salesforce mobile app, that end users can
personalize with the data they care about
most.
Admin

Search faster and smarter.
Einstein Search Enhancements give users
the fastest way to find and do things on
Lightning — and it's now Lightning's default
Global Search Experience.
Available with the purchase of Any Enterprise, Professional, Performance,
Essentials, or Unlimited edition licenses.
Learn More
Business User

You can fine-tune the search scope so that the
right objects are searched across your
Salesforce org. The search scope is the set of
objects that Einstein Search looks at to deliver
search results.
Search Results Objects
(Beta)
Learn More

Sharing & Visibility
● Hide Personal Info Fields from External Users
● Data with Restriction Rules (GA)
● Default Records Visibility
● Manage Assignment Expiration in Permission Sets

Hide More Personal
Information Fields
from External Users
To prevent external users, such as portal or
partner users, from viewing personal
information in your user records, enable the
Enhanced Personal Information
Management permission. Salesforce then
blocks view and edit access to 20 fields that
are considered personal information.
Hide Personal Information permission will be
retired in the Winter ’23 release.
Learn More

Control Access to Sensitive
Data with Restriction Rules
(Generally Available)
Secure your data and boost productivity by
permitting your users to see only the records
necessary for their job function.
Restriction rules are available for custom
objects, contracts, tasks, events, time
sheets, and time sheet entries.
You can now create and manage restriction
rules in Setup as well as with Tooling and
Metadata APIs.
Learn More

Control the Default Records Your Users See with
Scoping Rules (Beta)
Based on criteria that you select, you can set rules to help your users see only records that are
relevant to them.
By adding a scoping rule, you can help users focus on pertinent records and prevent them from
accessing records containing sensitive or inessential information.
Scoping rules don’t restrict the record access that your users already have. Your users can still open
and report on all records that they have access to per your org’s sharing settings.
Scoping rules are available for custom objects and these standard objects.
● Account, Contact
● Case
● Event, Task
● Lead, Opportunity
For information on enabling this feature, contact Salesforce.
You can create and modify scoping rules using the Tooling or Metadata API

Manage Assignment Expiration in
Permission Sets and Permission
Set Groups (Beta)
You can now view and update current
assignment expirations for your permission
sets and your permission set groups.
Previously, to update assignment expirations,
you recreated them with the correct expiration
date.

Learning
● myTrailhead: Content Permissions
● Trailblazer Community Enhancements
● Trailhead GO Enhancements
● Drive Success with Slack Trailmix

Group and assign content with ease.
Content Permissions allow myTrailhead
customers to segment content into logical
collections, and assign those collections to
users through permission sets.
Available with the purchase of myTrailhead, Sales Cloud, Service Cloud,
Platform.
Learn More
Admin

Learn, connect, and give
back together.
It's now easier than ever for Trailblazers to ask
questions and share knowledge with
Trailblazer Community Enhancements.
We've broken down the silos between to help
Trailblazers learn across Groups, Topics, and
Members with integrated recommendations.
Admin

Grow and connect in
new ways.
Expand your skill set, grow your career, and
connect in new ways with inbox push
notifications, advanced filtering, feed
enhancements, and more with Trailhead GO
Enhancements.
Learn More
Business User

Improve productivity
and alignment.
Learn how to Drive Success With Slack
Trailmix, uniting teams on one integrated
platform to improve productivity and alignment
across your organization with
new Slack badges on Trailhead.
Learn More
Business User

Tableau CRM
● SQL Querying for Tableau CRM
● Tableau CRM Output Connector Enhancements
● Tooltip Enhancements

The SQL you know in the
Tableau CRM you love.
Customers can now query their Tableau CRM
using SQL Querying for Tableau CRM, while
keeping the same performance at scale and
the native CRM features of SAQL queries.
Available with the purchase of any Tableau CRM license.
Learn More
Developer

Take advantage of
powerful insights.
With two new Tableau CRM Output
Connector Enhancements, you can share
the powerful data curated in Tableau CRM to
Tableau Online or you can bring data from
multiple sources and then write back
aggregates and metrics to Salesforce for
operational purposes.
Developer

Rich insight cards are
just a hover away.
Simply hover over a chart element to reveal
rich visualizations and insight cards embedded
in the tooltip with Tooltip Enhancements.
Available with the purchase of any Tableau CRM license.
Learn More Watch Demo Business User
Before

Consumer Goods
● Consumer Goods Cloud Mobile App
● Consumer Goods Cloud Cloud Modeler
● Visit Execution Enhancements
● Consumer Goods Data Model Enhancements

Optimize field execution
from anywhere.
With the Consumer Goods Cloud Mobile
App, field reps can access store information
and data, complete visit activities offline, and
synchronize data during or after the visit. In
this release, we're also introducing offline
inventory audits.
Available with the purchase of All Retail Execution SKUs.
Watch Demo
Business User

Customize offline retail
execution environment.
Customize the Consumer Goods Cloud mobile
app with the Consumer Goods Cloud
Modeler, helping you build processes and
environments that work for your field teams.
Developer

Empower field rep
productivity and drive
accountability.
Boost field rep productivity with product
sequencing from Visit Execution
Enhancements, allowing reps to understand
the order of products and efficiently place
them on shelves. Plus, drive further
accountability with a clear understanding of
who modified objects and when.
Learn More
Business User

Take care of business
with fewer clicks.
Easily manage product availability in accounts
with Consumer Goods Data Model
Enhancements. With product assignment
enabled at the account hierarchy level, reps
can filter down to stores under any level of the
hierarchy — eliminating the need to
individually assign products to each location.
Available with the purchase of All CG SKUs.
Learn More
Business User

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Winter 22 release

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Winter 22 release