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Winter ‘23 Release Highlights
(A few selected features highlights in this PPT)
03162
1
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
Visit
salesforce.com/releases
Watch the demo
videos
Take the Release Highlights
Trail
Dive into the detailed Release
notes
Join the Release Readiness
Trailblazers Community
Group
1
2
3
4
5
How do I Learn
More?
Om Prakash
Salesforce MVP
Founder & CEO, AppyCrown
Know the Speaker
trailblazer.me/id/omprakash
1
Winter ’23 Pre-Release Org
salesforce.com/form/signup/prerelease-
winter23
Set Field-Level Security for a Field on Permission Sets
Instead of Profiles During Field Creation (Beta)
Now when you create a field on an object, you can
follow best practices and set field-level security for a
field on permission sets instead of profiles.
And rather than manually granting access to a field
in each permission set, you can set field-level
security on permission sets during field creation.
This feature is also available when you set field-
level security on a field or change the field type on a
field.
Enable Field-Level
Security for Permission
Sets During Field
Creation (beta) in User
Management Settings.
Select Multiple Records from a Table in a Flow Screen
(Beta)
Leverage the new Data Table (beta) flow screen
component to display a list of records on a flow
screen.
You can set the table to read only, or enable your
users to select one or more records and use their
selections later in the flow.
And users can change the width of table columns and
wrap or truncate overflowing text.
Add the Data Table
(beta) component to your
screen flow and
configure the fields.
Cut and Paste Flow Elements
Change the order of flow elements in auto-layout
faster by using cut and paste.
Previously, to move an element on the canvas,
you copied and pasted the element then deleted
the original element, and then you updated the
API name of the pasted element.
Use Formula Builder in Flow Resources and Collection
Filter Elements:
You can now use an enhanced formula builder in
Flow Formula-type resources and the Collection
Filter element.
The builder guides you through the syntax so that
you can create an expression more easily.
Instead of waiting until you save a flow, you can
check the formula syntax and catch errors as you
work.
Use Record-Triggered Flows to Update Related Records
Now you can use record-triggered flows to update
any records related to the triggering record.
Select Multiple Records in the Lookup Flow Screen
Component
Add the Lookup component to
your screen flow and set the
Maximum Selections field to a
value greater than 1.
Now you can search and then select more than
one record with the Lookup flow screen
component.
You can specify a selection maximum and one or
more default records.
Use In and Not In Operators in Flows to Find Related
Records:
With the new In and Not In operators, a flow
accesses a collection of primitive values to get
related records without using the Loop element.
The flow uses fewer SOQL queries and DML
statements, and performs faster.
The new operators support accessing collections of
type Text, Number, Date, Date/Time, Currency,
and Boolean.
The operators are available in the Get Records,
Update Records, and Delete Records elements.
Test One, Two, Three, Flow (Generally Available)
Before you activate a record-triggered flow, you
can now test it to quickly verify its expected results
and identify flow run-time failures.
In Flow Builder, you create, save, and run flow
tests.
Previously, you debugged a flow manually to
troubleshoot failures each time they occurred.
Now, you create and save a flow test from a debug
run. Then each time you modify the flow, you can
run the test.
Launch Screen Flows With Lightning Web Components
<template>
<lightning-flow
flow-api-name='Survey_customers'>
</lightning-flow>
</template>
Embed a screen flow from any Lightning Web
Component with the new lightning-flow
component.
Developers can supercharge their flows by
customizing finish behavior, setting custom styling,
or launching flows from their Lightning Web
Components.
And they can offload complex input collection and
branching logic to Flow, saving time and money.
Enhance More Object Record Pages With Dynamic Forms
You can make your account, including person account,
contact, and opportunity record pages more robust by
configuring them with Dynamic Forms.
In the Lightning App Builder, open an account, including
person account, contact, or opportunity record page.
Click the new Fields tab, and place fields anywhere on the
page.
Or automate the process by migrating your Record Detail
component to use Dynamic Forms with the click of a
button.
Write Clear and Intentional Apex Assertions
Visit
salesforce.com/releases
Watch the demo
videos
Take the Release Highlights
Trail
Dive into the detailed Release
notes
Join the Release Readiness
Trailblazers Community
Group
1
2
3
4
5
Reference, Credit and
How do I Learn More?
Let’s Connect!
trailblazer.me/id/omprakash
fb.me/omprakash.inspiration
twitter.com/omprakash_it
linkedin.com/in/omprakash-it
Thank
You

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Salesforce Winter '23 Release Highlights.pptx

  • 1. Winter ‘23 Release Highlights (A few selected features highlights in this PPT)
  • 2. 03162 1 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
  • 3. Visit salesforce.com/releases Watch the demo videos Take the Release Highlights Trail Dive into the detailed Release notes Join the Release Readiness Trailblazers Community Group 1 2 3 4 5 How do I Learn More?
  • 4. Om Prakash Salesforce MVP Founder & CEO, AppyCrown Know the Speaker trailblazer.me/id/omprakash
  • 5. 1 Winter ’23 Pre-Release Org salesforce.com/form/signup/prerelease- winter23
  • 6. Set Field-Level Security for a Field on Permission Sets Instead of Profiles During Field Creation (Beta) Now when you create a field on an object, you can follow best practices and set field-level security for a field on permission sets instead of profiles. And rather than manually granting access to a field in each permission set, you can set field-level security on permission sets during field creation. This feature is also available when you set field- level security on a field or change the field type on a field. Enable Field-Level Security for Permission Sets During Field Creation (beta) in User Management Settings.
  • 7. Select Multiple Records from a Table in a Flow Screen (Beta) Leverage the new Data Table (beta) flow screen component to display a list of records on a flow screen. You can set the table to read only, or enable your users to select one or more records and use their selections later in the flow. And users can change the width of table columns and wrap or truncate overflowing text. Add the Data Table (beta) component to your screen flow and configure the fields.
  • 8. Cut and Paste Flow Elements Change the order of flow elements in auto-layout faster by using cut and paste. Previously, to move an element on the canvas, you copied and pasted the element then deleted the original element, and then you updated the API name of the pasted element.
  • 9. Use Formula Builder in Flow Resources and Collection Filter Elements: You can now use an enhanced formula builder in Flow Formula-type resources and the Collection Filter element. The builder guides you through the syntax so that you can create an expression more easily. Instead of waiting until you save a flow, you can check the formula syntax and catch errors as you work.
  • 10. Use Record-Triggered Flows to Update Related Records Now you can use record-triggered flows to update any records related to the triggering record.
  • 11. Select Multiple Records in the Lookup Flow Screen Component Add the Lookup component to your screen flow and set the Maximum Selections field to a value greater than 1. Now you can search and then select more than one record with the Lookup flow screen component. You can specify a selection maximum and one or more default records.
  • 12. Use In and Not In Operators in Flows to Find Related Records: With the new In and Not In operators, a flow accesses a collection of primitive values to get related records without using the Loop element. The flow uses fewer SOQL queries and DML statements, and performs faster. The new operators support accessing collections of type Text, Number, Date, Date/Time, Currency, and Boolean. The operators are available in the Get Records, Update Records, and Delete Records elements.
  • 13. Test One, Two, Three, Flow (Generally Available) Before you activate a record-triggered flow, you can now test it to quickly verify its expected results and identify flow run-time failures. In Flow Builder, you create, save, and run flow tests. Previously, you debugged a flow manually to troubleshoot failures each time they occurred. Now, you create and save a flow test from a debug run. Then each time you modify the flow, you can run the test.
  • 14. Launch Screen Flows With Lightning Web Components <template> <lightning-flow flow-api-name='Survey_customers'> </lightning-flow> </template> Embed a screen flow from any Lightning Web Component with the new lightning-flow component. Developers can supercharge their flows by customizing finish behavior, setting custom styling, or launching flows from their Lightning Web Components. And they can offload complex input collection and branching logic to Flow, saving time and money.
  • 15. Enhance More Object Record Pages With Dynamic Forms You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with Dynamic Forms. In the Lightning App Builder, open an account, including person account, contact, or opportunity record page. Click the new Fields tab, and place fields anywhere on the page. Or automate the process by migrating your Record Detail component to use Dynamic Forms with the click of a button.
  • 16. Write Clear and Intentional Apex Assertions
  • 17. Visit salesforce.com/releases Watch the demo videos Take the Release Highlights Trail Dive into the detailed Release notes Join the Release Readiness Trailblazers Community Group 1 2 3 4 5 Reference, Credit and How do I Learn More?