Join us for our Salesforce Jax, FL Trailblazer Community Group Virtual Event: Spring '21 Release Highlights! We will have Angela Moten providing some of the key highlights from the most recent Spring '21 Release that will impact most Orgs. Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce. Some features in Spring ’21 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality. #TrailblazerCommunity #SalesforceOhana

1. WELCOME!
Jax, FL Admin Trailblazer Community
Spring ‘21 Release Highlights
Thursday, February 18, 2021

2. AGENDA
3:00-3:15 Welcome & Introductions
3:15-4:00 Spring ‘21 Release Highlights
Presenter, Angela Moten, American Red Cross
4:00-4:20 Social Time - Breakout Rooms
4:20-4:30 Prize Giveaways / Q&A
4:30-4:45 Community Group Updates and Closing Remarks

3. • 10+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group Leader since 2017
• Florida Dreamin’ Conference Planning Team Member since origination in 2018
• Lightning Champion since 2019
/marclester
@MarcJLester

4. BIG
GROUP
ANNOUNCEMENT!!

5. • 6+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group participant since 2017
• Florida Dreamin’ Conference Speaker 2019
/angelamoten
@amoteninc
NEWEST GROUP
LEADER!!!

6. Welcome to the Community
Group Goals & Objectives
LEARN
Get help, answers, and inspiration
from your peers and Community
Leaders.
CONNECT
Meet Trailblazers like you and
discover opportunities from
mentorship to employment.
HAVE FUN
Enjoy a warm, welcoming
culture and make friends from
around the world.
GIVE BACK
Inspire and mentor the next
generation while building your
skills and reputation.

9. Where are you joining from today?

10. New to the
Trailblazer Community?
WELCOME
to the Salesforce Ohana!!

11. Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any
of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use
of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth,
interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible
mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our
employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com
products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of
salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most
recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information
section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not
be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

12. Housekeeping
● Please remain on mute, but feel free to unmute and ask a question or make a comment at any time
● If you would prefer, feel free to chat a question or comment
● We would love it if everyone that has a webcam to be on video, even if you are in your pajamas 
● If you are not able to turn on your video, please ensure your full name is displayed (use name on registration for event)

14. Release Topics
● General Enhancements
● Manual Record Sharing
● Salesforce Meetings
● In-App Learning
● Case Management
● Knowledge
● Productivity Features
Lightning Page Performance
● Analytics
● Salesforce Mobile
● Customization
● Extras
● Resources

15. General Enhancements
Quickly Find Portal Users When Changing Record Owners
When you want to give a portal user ownership of a record, you now can filter for customer
portal users and partner users in the change owner window so you can efficiently find who
you’re looking for.

16. Manual Record Sharing
For all the admins out there who are tired of switching back to classic to share records and manage record
share, Salesforce is bringing this functionality in Lightning Experience

17. Salesforce Meetings
Salesforce Meetings - Salesforce is changing the way Sales reps engage with their prospects and clients. New functionality is
coming to make meetings better for everyone. Two new pieces of functionality, Meeting Digest and Meeting Studio, are coming as a
preview, so they will not be generally available, but you will be able to try them out as a beta, pilot or preview.
Meeting Digest – A part of Salesforce Meetings, The Meeting
Digest delivers a single page view for Sales Reps before a
meeting where they can get insights about who’s attending a
meeting, reminders about meeting invitation responses and
details, and any related record activity.

18. Salesforce Meetings
Salesforce Meetings - Salesforce is changing the way Sales reps engage with their prospects and clients. New functionality is
coming to make meetings better for everyone. Two new pieces of functionality, Meeting Digest and Meeting Studio, are coming as a
preview, so they will not be generally available, but you will be able to try them out as a beta, pilot or preview.
Meeting Studio – This tool helps keep prospects and
customers engaged during meetings. Reps are able to show
their camera and presentation in the same window to keep
meetings flowing and bypass any awkward transitions when
switching the content to share next.

19. In-App Learning
With In-App Learning with Trailhead, enhance your training program by making learning easily accessible to
users right where they work. Admins or designated trainers customize a learning panel by selecting public or
myTrailhead modules. Choose where the modules appear and assign them to specific users or public groups to
match the learning to the context where users encounter it. Enable your Trailblazers to read modules, take
quizzes, and earn badges in their flow of work.

20. In-App Learning
Get Personalized Guidance While Setting Up Salesforce
Whether you’re starting your first or your latest implementation of Salesforce, the Guidance Center offers admins of new Salesforce
orgs personalized setup resources that align to their experience level and business goals. Learn about planning a rollout, setting up
basic sales and service features, managing and securing data, setting up users for success, and more.

21. Case Management - Email
● Customize Your Default No-Reply Address for Email Notifications - Before the Spring ‘21 update,
certain email notifications automatically sent from noreply@salesforce.com when Send Case Notifications from System
Address is on. Now, you can choose which email address your org uses as the default FROM address for Case Comment,
Case Escalation, Case Assignment, and when an existing case receives emails.

22. Case Management – Profile Filtering
Keep Profiles Safe from Prying Eyes with Profile Filtering for Interaction Layout Assignment
Admins now have more control over agent permissions and how they assign exceptions. When it’s
turned on, Profile Filtering restricts users from viewing any profiles via Interaction Layout Assignment
other than their own.

23. Knowledge
Point Your Favorites to the Latest Versions of Articles
Keep your articles updated and eliminate searching for the latest version. If you mark an article a favorite
and then it’s updated, when you select the article you’re now redirected to the latest version. Previously,
the favorite still pointed to the older version.
If you create a new version as a draft, the original favorited published version is still shown.

24. Productivity Features
Monitor More Changes in the Setup Audit Trail
To help you track the recent setup changes that you and other admins make to your Salesforce.org, we
added new events to the Setup Audit Trail.
Add Zoom Meeting Links to Events Created Using Insert Availability
Sales reps can now connect their Zoom accounts and automatically add Zoom meeting links to
invitations created using the Insert Availability feature in Lightning Experience email. Automated Zoom
meeting link additions means reps no longer add links manually after attendees select an event time.

25. Productivity Features
Optimize Email Management
Now your reps can find email templates more easily with a renamed set of template choices. My
Templates is now My Lightning Email Templates and All Templates is now All Lightning Templates. All
Classic Templates hasn’t changed.
Salesforce Inbox Mobile
Salesforce Inbox integrates your email and calendar with Salesforce so sales reps can manage their
work more efficiently. Inbox increases reps’ productivity on every email message, whether they’re on the
go or at the desk.
Help-Text Improvements
The limit has been expanded from 255 to 500 character for field-level help text. This increase applies to both standard
and custom fields

26. Productivity Features
Make Sure Emails Get Delivered with Soft Bounce Email Handling
Companies use bounce handling so that their sales reps know when an email doesn’t get delivered. Now
you can track an email’s soft bounce, which is a temporary delivery failure. Previously, you tracked only hard
bounces, which are permanent delivery failures.
The activity timeline shows a warning to indicate that the email has bounced.
Reps know when their email didn’t reach the recipient. Sending emails to an
address that generated a soft bounce sometimes succeeds another time. It’s not
necessary to confirm or update the recipient email address, unlike with an email
address that generated a hard bounce.

27. Lightning Page Performance
As an admin, you can begin to collect better metrics around your Lightning Page Performance. Now
get better information on page load time and page behavior predictions using visuals metrics like a
gauge and bar graph.

28. Analytics
Reports now emailed in XLSX - Get report exports in the format you want. When exporting a report, you can select .xlsx, .xls,
or .csv as the format. Previously only .xls and .csv were supported. (Subscribe output of excel was available starting in Winter ‘21)

29. Analytics
Streamline Report Creation with Multi-Field Selection
Spend less time creating reports and more on translating results into next steps. Multi-select allows you to drag multiple
fields to your reports with a single action. Plus, you can now add or remove fields and columns and preview the results
without delay

30. Analytics
Einstein Analytics Is Now Tableau CRM
Einstein Analytics has a new name. Say hello to Tableau CRM. Everything about how it works stays the
same, just with that snazzy new name. When Tableau joined the Salesforce family, we brought together
analytics capabilities of incredible depth and power. Tableau CRM offers the best experience for native
analytics inside Salesforce CRM products. Tableau CRM continues to combine AI and BI, and Einstein
Discovery continues to have tight integration with the platform. You’ll see the old name in a few places
as we work through the updates.

31. Salesforce Mobile
Get Comfortable in Mobile Home (Beta)
Welcome to your new home! When you use Mobile Home, you’re greeted by a set of customizable, dynamic cards that show
personalized information. View your reports, upcoming events, recent records, and more. Your cards display information that’s
based on how you use the app, and you can easily rearrange, add, and remove cards right in the app. When Mobile Home is
turned on, it’s the landing page and first tab for all iOS users.

32. Salesforce Mobile
Get Ready for Changes to Apple’s Privacy Policy
In the most recent version of iOS, Apple placed additional tracking restrictions on third-party applications.
This affects the Spring 2021 version of the Salesforce mobile app, which goes live on February 15, 2021.
These new restrictions can prevent your custom web content from appearing in the Salesforce mobile app for
iPhone and iPad. Test the Spring 2021 beta version of the Salesforce app before it goes out to your users.
Turn on the New Salesforce Mobile App Tablet Experience
Choose whether your tablet users see the new or the previous tablet experience. This single-column layout
matches what users see on their desktop and phone. It supports Lightning apps, Lightning navigation, and
Lightning record pages. Previously, you had access only if you were in the pilot or logged a case.

33. Salesforce Mobile
Adjust Your Forecasts on the Go
The Salesforce mobile app now supports forecast adjustments. In the mobile app, you can adjust your own
forecasts but not your subordinates’ forecasts. Previously, all mobile forecasts were read-only.

34. Customization
Lightning Flow Is Now Salesforce Flow
The Lightning Flow suite of features is now called Salesforce Flow, and it still includes all
your processes and flows. Lightning Flow Builder and Lightning Process Builder are now
called Flow Builder and Process Builder.

35. Customization
Refer to the Prior Values of the Record That Triggered Your Flow
Now when a record is updated, you can access that record’s prior values in Salesforce
Flow. The $Record__Prior global variable contains the record’s values immediately before the
flow was run. Use these prior values to check for changes and calculate differences in your
flow.

36. Customization
Run part of a record triggered flow after the triggering event - Add a scheduled path to your record-triggered
flow if you want part of the flow to run at a dynamically scheduled time after the triggering event occurs. You can base the scheduled
time on when the record is created or updated or on a field value in the record. Scheduled paths run in system context, so they have
permission to access and modify all data. But the running user associated with the flow’s actions is the user who triggered the flow to
run.

37. Customization
Send Rich Text Emails from Your Flow Using a Send
Email Action - Send an email in rich text format by using a Send
Email action. Previously, only plain text was available for Send Email
actions, and you used an email alert to send a rich text email. We also
added new run-time error improvements for Send Email actions to
catch invalid email addresses and sender types.

38. Customization
Build MultiColumn Screens (beta) - You can divide each flow screen into multiple sections and columns to create a visually
appealing and effective layout—without touching a single line of code. The multicolumn screen layout is responsive, so columns stack
vertically to fit on mobile phones. This feature, which is now beta, includes changes since the pilot release. The Section component now
supports conditional visibility.
1. Section component
2. Screen canvas
3. Add columns and set their
widths.
4. Change its component visibility.
5. Drag other screen components
into the columns on the screen
canvas.

39. Customization
Avoid Repetitive Lightning Runtime Warnings in Screen Flows
If your Salesforce org is configured to render all URL-based flows in Lightning runtime, Flow Builder no longer
displays a warning for every screen that requires Lightning runtime.

40. Customization
Debugging Scheduled and Triggered Flows -
Debugging directly on the canvas now supports schedule-
triggered flows. Updated the text in flow debug details and error
emails to match Flow Builder’s element names: Create Records,
Update Records, Get Records, and Delete Records.
Debug Failed Flows More Easily - No more
scrolling through a long flow error email to figure out what went
wrong during the run. Now you can simply click a link in the error
email to open Flow Builder and see the failed flow interview’s
path on the canvas. The detailed error information appears next
to the canvas.

41. More Admin/Dev Enhancements
Create Scratch Orgs with More Features
Now you can add more features to your scratch org definition file.
https://releasenotes.docs.salesforce.com/en-us/spring21/release-
notes/rn_scratch_org_features.htm

42. Extras
Original Territory Management Is
Being Retired
Avoid Repetitive Lightning Runtime
Warnings in Screen Flows
Community Cloud is Now Experience
Cloud
Trailhead Badges
Make Service Cloud Smarter Trail
● Einstein Bot Basics
● Build an Einstein Bot
Service Cloud Agent Productivity

43. More Resources:
Salesforce Spring ‘21 Release Notes
Trailhead - Spring ‘21 Release Highlights
Salesforce Ben - Top 10 Spring ‘21 Features
Automation Champion - Spring ‘21 Release Summary
Jenwlee - Spring ‘21 Release Highlights

44. Breakout Rooms
Breakout Room Topic:
What was your least favorite food as a
child? Do you still hate it, or do you love
it now?
 You will be assigned to a Breakout Room randomly.
 Each room will have up to 5 attendees in it.
 I will open the rooms shortly and you will get a notification to join your respective room.
 We want to keep this simple as this activity is meant for fun casual conversations in smaller
groups for us to get to know each other better.
 We will talk for about 15 minutes, and you will see a countdown timer display when you have
60 seconds to rejoin the main room.

45. Winners
Send Email Address
to
Marc.Lester@trailblazercgl.com
Winners must be in AMER.

46. Q&A

47. From Salvatore : I have a question about the maintenance exams
From Marc : Maintenance exams are now only required annually, and your deadline will depend on when you took the exam. You should receive an email well in advance of your deadline to let you know you
need to take it. And the maintenance exam is a Trailhead Module, not formatted like the actual test.
From Deepti : Please ping me Steve’s name, so I can follow too
From Barbara : Steve Molis - https://trailblazer.me/id/stevemo
From Barbara : has anyone done the sharing and visibility designer?
From Michael : Not Salesforce, but I passed the PMP exam.
From Louis : @Barbara I have…learned A LOT. Def recommend Focus on Force for it.
From Louis : My news is that I got accepted into the Doctor of Business Administration program at the University of Florida. I start in the fall but will continue to work full time at Coastal Cloud.
From Salvatore : my goal now is to get to process automation and app specialization super badges admin maintenance then app builder certification
From Andy : @barbara sharing is next for me you can reach out to me if you want to study.
From Andy : I think Louis has that one
From Chris : Chicago, IL From Indah : Miramar, Florida From Louis : Jacksonville From Allison : Orlando, FL From Will : Jacksonville, FL
From Michael : St. Augustine From Gretchen : Jacksonville From Nikki : Jacksonville, FL From Manuel : Fort Pierce, FL From Evette : Georgia
From Manny : Long Island NY From Andy : Jax, FL From Barbara : St Augustine FL From Mike : Ormond Beach, FL
From Subra : Hi everyone....this is my first meeting, and I am really glad to be part of this. One question I have (a problem I face)...maybe my lack of understanding...When I create a report in the case data, I can
have only one calculated field? Is that correct or am I missing something? for example, I need 2 fields that calculate age - total age as well as business day age..how can I do this without requesting a custom field?
From Barbara : have you tried adding a row-level formula? you can do 1 per report...
From Barbara : if memory serves me correctly (i make no promises :) ) if you just go to new report and choose CASES only (not cases w other objects), age is a field already available
From Barbara : I think age in business days needs to be done in a formula
From Subra : yes...only one row level formula. But if I need more (for example, our name definition defines first, last and middle separately...so I used one formula for concatenating the name..if no middle,
combine first and last and if middle name exists, concatenate all 3)….this is where I am having issues
From Subra : wish there were more allowed...
From Irina : Is in-app learning a free feature?
From Louis : I believe in-app is free
From Indah : What would be a reason to not want to link them?
From Marc : @Irina, In-App Learning is Free for adding any publicly available Trailhead modules. If you want to create customized modules, then you would need to use myTrailhead, which is an additional cost.
From Andy : @Subra did you consider creating a formula field that is hidden on your object. Would that not be reportable?
From Subra : That is the way I am going right now but I must request an enhancement for our IT team to create the field...unfortunately business team only has reporting func. and not object creating ability
From Andy : Yep, we need more formula on the report.
From Andy : But I guess this is their way of limiting computations (governor limit like)
From Angela : https://astreait.com/Salesforce-Dynamic-Forms/#:~:text=Salesforce%20has%20introduced%20the%20new,sections%20inside%20Lightning%20App%20Builder.
From Andy : Salesforce Break YouTube Channel: https://www.youtube.com/channel/UCiAtLu2wQuejhOiAePxM2sw
From Andy : Mostly flow, but there are also other videos all Salesforce related.
Questions & Responses from Chat

48. Community Group Updates and Closing Remarks

49. Check out monthly at
https://trailhead.salesforce.com/quests
Exciting new ways to explore
Trailhead and earn special prizes
Each month new quests are
available with special prizes and
unique badges
Trailhead Quests

50. JOIN THE MOVEMENT & START HAVING AN IMPACT
TODAY 🤗

51. Upcoming Administrator Group Events
 Thurs, March 25th – Finding Your Salesforce Journey Path from 3:00p-4:30p (Virtual)
 Updates from any other group leaders (Salesforce Saturday, Nonprofit or Developer)?

52. • Two days well-spent October 28th-29th
– 30+ Sessions
– 3 Session Rooms with Diverse Topics!
– Expo Hall with Awesome Sponsors!
– Maybe another Gator?
• Early-Bird Tickets now thru 7/31/2021
(only 150 will be sold. Get them while they last)
• Looking for Sponsors & Speakers Now!
• Doubletree by Hilton Orlando Airport
• Follow us on Social Media:
Register Now!

53. Share Your Learning and Fun!
Post, Tweet, and Share with
#TrailblazerCommunity #SalesforceOhana
@JaxFL_SF_Ohana
A few examples from previous Jacksonville Trailblazer Community Group
Meetings