Salesforce Spring' 23 Release Notes presentation in Lausanne Salesforce User Group

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

3. Théophile Mergin
Salesforce Solution Architect
Florin Patrichi
Project Manager / Business Analyst
Jérôme Brügger
Manager Salesforce – Business and Integration

4. Agenda
● 5:30 PM - Welcome to Lausanne User Group
● 6:00 PM - Key features from Spring '23 release
● 6:30 PM - Genie in a nutshell
● 6:40 PM - Pub/Sub API
● 6:45 PM - GDPR / Compliance – Cloud Compliance Solution
● 6:50 PM - QUIZZ !!
● 7:00 PM - Networking & Drinks

5. Completed via the MFA Auto-Enablement Release
Update
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.

6. Search Manager
Configure Searchable Fields for Each User Profile
(Beta)
Help your team get results related to their work by
configuring all your searchable fields for each user
profile. In Search Manager, you can now edit the fields
to make them searchable or not searchable for each
user profile.
Quickly Configure Searchable Picklists (Beta)
Skip the additional workflows. You can now select a
picklist field to be searchable in Search Manager.
Picklist offers a selection of options available for a
specific field in a Salesforce object, such as a list of
regions, so that users get the most relevant results.
Configure searchable fields, including Picklists

7. Gender Identity & Pronouns Fields
New standard fields on Contacts, Leads, and
Person Accounts allow you to capture Gender
Identity and Pronouns, with inclusive out-of-the-
box field values.
Keep the existing, vetted value sets or
customize to suit your company’s needs.
To make these fields available to users, add
them to Lead, Contact, and Person Account
page layouts. Then adjust the field-level security
to make sure the right users can see them.
Build trust with customers by respecting their
gender expression

8. Operational Analytics
Reports & Dashboards

9. Reference current user in Reports
Set up a single dynamic report filter that displays
personalized results for each user. The current
user can now be referenced in a report as a
search criteria.
This is useful for objects where you don’t have a
“My” filter or when, for example, you have
multiple people working on an opportunity but
who aren’t the opportunity owner.
Now, instead, of creating separate reports for
each team, you could have a single “template”
report where, for example, you have a filter of
“presales.engineer” = $user.ID
Create Personalized Report Filters

10. Filter Report Types by Objects & Fields
Make it easier for your users to find
the right reports with new filters on
the Report Type selector.
Users can now select up to 4
Salesforce Objects and 20 Fields to
filter their report types.
Note: This feature is now Generally
Available for all active and demo
orgs which have Unlimited Edition
Licenses.
Better Report Creation Experience for Users
Unlimited Edition
only

11. Enhanced Lightning Dashboards (Beta)
Top level filters on Lightning
dashboards have increased from 3
to 5.
New filters and widgets are
available for Unlimited Edition
only. Contact Support to enable
the Beta.
Add images to your Lightning
Dashboards to to add logos,
banners to customise your
dashboards.
Max 2 MB image can be uploaded
Users can enhance the readability
of Lightning dashboards by adding
notes, commentary, headlines,
sections etc.
Max 500 characters can be used
in the text widget.
Improved Filtering Image Widget Rich Text Widget
Unlimited Edition
only

12. Enhanced Lightning Reports
Enhanced Reports are available the week of February 13, 2023. Enabled by default for all orgs
A new, native reports interface
tailored for phone and tablet will be
auto-enabled for all customers.
Built natively for mobile, resulting in
to up to 6x faster load time
Interactive experience with faster
sorting and manipulation. Support
for Charts, Viewing & Editing
Filters, Conditional Formatting, &
much more!
Natively Rendered Summary & Tabular Reports

13. Customization

14. Lightning App Builder

15. Dynamic Forms for Leads & Cases
Quickly customize pages
Customize field layouts from directly within Lightning
App Builder, rather than having to go to the Page
Layout Editor in the Setup menu. Drag and drop
individual fields into field sections.
Create personalized experiences
Conditional visibility rules allow for more control of
when certain fields and field sections are displayed.
Field settings can denote whether a field is read-only or
required.
Improve page performance
Progressive page rendering means improved page
load times.
Granular control over user experiences on the
Lead and Case Object

16. Dynamic Related Lists
Now, the ‘View All’ link will appear on the
Dynamic Related List component, allowing users
to open a page that displays all the records (up
to 2000) that match the Dynamic Related List
filter criteria.
See the right information at the right time - for
example, show me only open opportunities on
an account - and allow me to filter and sort too.
The quick filter panel has two sections: one that
shows how the admin has filtered the related list
and a section that allows the user to create their
own filters for their session.
“View All”

17. Dynamic Forms on Mobile (Pilot)
Read the FAQ - https://mobilebeta.salesforce.com/Dynamic-Forms-Pilot-FAQ
This release will be a pilot release in customer
sandboxes for custom objects, Accounts,
Opportunities, and Contacts. Future plans are
subject to change at any time, but a public beta of
Dynamic Forms on Mobile is planned for the
Summer ’23 release.
Save time!
Single record activation for field-level and
component-level visibility for desktop, phone, and
tablet.
Reduce mental overhead for mobile workers
Remove unnecessary fields and use visibility rules
so your reps only see what they need to see and
can concentrate on what they do best. In this
example, mobile users won’t see the System
Information field.
Sandbox Pilot: sign up at sfdc.co/df-on-mobile

18. Advanced Picklist
Value Management

19. Bulk Manage Picklist Values
Perform Mass Operations
Delete, activate, deactivate, or replace
multiple custom picklist field values at once.
For example, easily remove all inactive
picklist values which were imported by
mistake.
Catch Duplicate Values at Insert
Easily identify which values are duplicates
when inserting new values to a picklist so
you can remove those values. When adding
new values to a picklist, if that value already
exists, the UI error will tell me which one is
the dupe so you can remove it.
Increase Admin Productivity
With the Spring ’23 release both Custom Picklists and Custom Multi-Select
Picklists are supported, we are aiming to extend support to Standard Customizable
Picklists, Global Value Sets in Summer ’23.

20. Permissions

21. Set Field Level Security for Permission
Sets During Field Creation (Beta)
Easily use permission sets over
profiles by turning on a user
management setting.
Now when an admin creates a
field, edits a field, or uses the
Set FLS button on a field, they
will see permission sets
instead of profiles.

22. Mobile

23. Mobile Features Panel
Admins can now opt-in to newer mobile
features with a simple click of a button.
With items like Reports and Contacts, the Mobile app
behaves differently to the web-based desktop version,
so we allow admins to turn these things off if they want
the more basic version of the UI.
You can expect more features to be available here in
future releases as well.
Landscape Support for Phones (Beta)
Now you can opt-in to a beta feature that allows you to
use your phone in landscape orientation.
It isn’t recommended for production use as there are
numerous usability issues to address.
Rotation continues to be supported on tablets.
Simplified Features opt-in

24. Enhanced Contacts (Beta)
Available the week of February 13, 2023
Enhanced contacts allows you to take your contact
management to the next level.
● New, native contact home with recent contacts
and lists at a glance
● Searchable contacts from home and from
within lists
● New Swipe actions for calling and emailing
● Bulk import and export support
● Compact and customizable contact detail views
to show only relevant fields.
Opt-in beta from SF Setup, End Users can
toggle feature on or off as they prefer.

25. Flow

26. Migrate to Flow
You can now use the Migrate to Flow tool to migrate
your Process Builder processes with just a few clicks!
Process Builder migration includes an additional step to
help customers refactor or break up large running
processes by enabling selecting individual groups of
actions.
Convert Processes to Flow

27. Elements
Now it's easy to see what each element
does within a flow in auto-layout. Simply
hover over the icon next to the element
label and the element description displays.
Now it's easier to find what you’re looking
for in the Flow Builder element menu in
auto-layout with element type descriptions
in tooltips.
View Element Descriptions
on the Flow Canvas
Element Type Descriptions
in the Element Menu

28. Create Richer, Better Screens
With Data Table (GA)
Easily exhibit tabular data in screen flows to
enable users to select and view records with as
many columns as you need to be displayed in
the table. Select your record collection, pick your
fields, and you’re done!
Create richer, more informative screens by
displaying up to 200 of records and any number
of columns 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.

29. Spring ’23 Features
Once the columns are configured, the table
can be previewed in the screen canvas.
Note: Records do not get displayed in the
canvas preview.
Support for composite fields like Name and
Address – no need to add each one
individually now! You can display address
fields in the data table. When users click
an address link, the location launches in
Google Maps in a new tab.
Preview the Data Table and its columns Amplify your Data Table with Addresses

30. Reactive Screen Components
(Beta)
Configure screen components so that they react to
the changes in other components on the same
screen.
Previously, for a component to react to changes in
another component, you had to put them into
separate screens or create large, monolithic
custom components.
SampleUse Case:
A Sales rep uses a ‘Contact Quick Edit’ form to
quickly make changes to an account’s related
contacts as they are on the phone with them,
saving them from jumping around Salesforce
records.
Reactive Screens Trailblazer Group

31. Dynamic Forms for Flow -
Lookup Support
Use when you want to quickly use an
object’s Lookup field to provide an
unfiltered set of records.
Uses the Fields tab (Dynamic Forms for
Flow) to provide automatically configured
Lookup fields for an object
Supports “Create New” records from
within the Lookup field if a user can’t find
the record
Create Lookups faster and control options
based on a user’s actions in flow

32. Activity Management

33. Activities Field History Tracking
See a list of changes to events and tasks
when you turn on field history tracking.
Track up to six fields - standard and
custom - so that sales reps can see
what’s changed in the Related tab for
events and tasks.
Audit Changes to Events & Tasks

34. Dynamic Activity Composer
New button-menu design organizes
action types by email, call, task, and
event.
Along with the newer look and feel, we
have added more actions to the
composer and grouped them by action
type, so you can select from multiple
email addresses, and change your
email settings from a single place.
The admin determines whether users
see the tabbed activity composer or the
dynamic activity composer on a page.
Boost Rep Productivity

35. CDP - Genie
Or Genie – Data Cloud

36. Thank you

37. Thank you

38. Thank you

39. Thank you

40. Cloud Compliance

41. Data Retention
Delete or Anonymise
Configure Policies with point and click on
multiple objects

43. Data Masking (Alternative to Data Mask SF)
Choose what to:
- Anonymise
- Randomize
- Replace
- …
Sandbox Setup

44. Other Solutions
https://cloudcompliance.app/
● Consent Management
● RTBF
● Privacy Requests

45. Pub / Sub API
Jérôme Brugger – Manager @ Accenture

46. Pub/Sub API
● Based on gRPC (Google Remote Procedure Call).
● Publishing, subscribing, and event schema retrieval all in one API.
● Final publish results of publish operations, and not intermediate queueing results.
● Scalable and secure publishing and delivery of platform events, change data capture events,
and real-time event monitoring events.
● Real-time, highly performant data streaming that uses compression through HTTP/2.
● Bidirectional data streaming through the gRPC API. The client and the server can send a
sequence of messages to each other using two independent streams.
● Support for 11 programming languages in the client that are offered by the gRPC API, such as
Python, Java, Node, and C++. For all the supported languages, see
https://grpc.io/docs/languages/.
Related documentation / source:
https://developer.salesforce.com/docs/platform/pub-sub-api/guide/intro.html

47. Streaming API
Related documentation / source:
https://developer.salesforce.com/docs/atlas.en-
us.api_streaming.meta/api_streaming/event_comparison.htm

48. Benefit from Pub/Sub API
Enhancements (1/3)
Enhancements to Pub/Sub API include a new port, a new endpoint for
Germany, a new service protection limit, and an event correlation key.
Where: This change applies to Enterprise, Performance, Unlimited,
and Developer editions.
How: Check out the details about these changes.
• (As of February 1, 2023) Port 443 support—You can now connect to
the Pub/Sub API endpoint using port 443, which is a standard
HTTPS port. Previously, only port 7443 was supported. Port 443 is
available for all Pub/Sub API endpoints.
 Global endpoint: api.pubsub.salesforce.com:443
 Europe (Frankfurt) endpoint:
api.deu.pubsub.salesforce.com:443

49. Benefit from Pub/Sub API
Enhancements (2/3)
• (As of January 25, 2023) Channel membership and user permission
changes - While a subscription is active, if a channel member is
added or removed, you start receiving events reflecting the new
membership within 10 minutes. Similarly, user permission changes
to platform events and entities corresponding to change events
take effect within 10 minutes. Previously, channel membership and
user permission changes required a subscription restart.
• (As of December 5, 2022) New endpoint for Frankfurt, Germany - A
new endpoint is available to comply with data in transit privacy
requirements. Using this endpoint ensures that event processing
occurs via the Salesforce service located in the Frankfurt, Germany
region. See Europe (Frankfurt) Endpoint in the Pub/Sub API
documentation.

50. Benefit from Pub/Sub API
Enhancements (3/3)
• (As of October 24, 2022) Service protection limit for subscription
and publishing streams - To protect the service from subscribers
and publishers of one Salesforce org that sends excessive amounts
of requests, an error is returned to the client. The new error code
is
sfdc.platform.eventbus.grpc.service.protection.stream.limit.trigger
ed. See Error Codes in the Pub/Sub API documentation.
• (As of September 8, 2022) New PublishResult.correlationKey field -
The new correlationKey field is added to PublishResult for
published events. It holds the ID set in the published event in
ProducerEvent.id. Use this field to match a publish result with the
published event. This field is useful if you want to retry publishing
failed events. See Identify an Event with ProducerEvent.id and
PublishResponse.correlationKey and Retry Publishing Failed Events
in the Pub/Sub API documentation.