Winter '25 Release Webinar

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2 Agenda • Agentforce • Winter'25 Release • Fond Farewells • General • Analytics • Customization • Development • Experience Cloud • Marketing • Mobile • Sales Cloud • Service Cloud • Beta • Q&A Keir Bowden, Salesforce CTO @bob_buzzard www.linkedin.com/in/keirbowden

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4 Agentforce Autonomous Agent ▪ Sales Development Rep ▪ Service Agent ▪ Fulfils a role/job ▪ Entry level ▪ Sales/Service Agentforce GA October 25th 2024 AI Assistant ▪ Replacing Copilot ▪ Learn, reason and take action Copilot Topics available now Agentforce keynote : bit.ly/3Br3WW5 sforce.co/4elwWgz

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5 Fond Farewells

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6 Exiting Stage Left Marketing Consent Component – this release Streaming API versions 23.0-36.0 – Winter ‘25 Salesforce Functions – Jan 31, 2025 Einstein Automated Contacts – Feb 2025 Close Date Predictions – Spring ’25 Embedded Appointment Management & Embedded Flows – June 17, 2025 API versions 21.0-30.0 - Summer ’25 Standard-Volume platform events – Summer ’25 Legacy Chat – Feb 14, 2026 Salesforce for Outlook – December 2027, rescheduled from June 2024

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7 General

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8 Browser Support Edge Chromium Chrome Firefox Safari Lightning Experience (Desktop) Lightning Experience (iPadOS) Experience Builder Sites Classic Classic Console

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9 General Salesforce Platform Login License ▪ Login-based licensing for internal users ▪ Pay per daily unique login ▪ Perfect for infrequent/occasional access Einstein Search Query Limit ▪ Per user, 5 minute interval ▪ 3,000 queries or 200,000 CPU milliseconds ▪ Error message if limit exceeded New setup domain ▪ Lightning Experience and Classic, all editions ▪ Applied on a rolling basis since Spring ‘24 ▪ Add *.salesforce-setup.com to allow lists

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10 Enforced Release Updates This release: ▪ Create and verify default no-reply org-wide email address to send email ▪ Disable access to session IDs in flow ▪ Enable EmailSimple invocable action to respect org-wide profile settings ▪ Enable partial save for invocable actions ▪ Make Flows Respect Access Modifiers for Legacy Apex Actions ▪ Prevent Guest user from edit/delete approval requests ▪ Run Flows in Bot User context ▪ Run Flows in User context via REST API ▪ Turn on lightning article editor and article personalization for knowledge ▪ Review and update settings to capture Leads from LinkedIn

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11 Enforced Release Updates Next release: ▪ Adopt updated content security policy (CSP) directives ▪ Enable ICU Locale formats ▪ Verify return email address for sender verification ▪ Enable LWC stacked modals ▪ Enable secure redirection for Flows ▪ Enforce permissions requirements defined on built-in Apex classes used as inputs ▪ Enforce rollbacks for Apex action exceptions in REST API ▪ Enforce View Roles and Role Hierarchy permission when editing public list view visibility ▪ Migrate to a multiple-configuration SAML framework ▪ Sort Apex batch action results by request order

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12 Analytics

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13 Einstein Report Formula Generation

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14 CRM Analytics Download directly from Dashboard Widget Action Menus Mark downloaded images/data as confidential Additional query filter operators

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15 CRM Analytics Manage actions menus on repeater widget Control tooltip visibility on link widgets Header formatting and column sorting on table widgets Number widget enhancements

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16 CRM Analytics Launch flow on dashboard interaction ▪ Screen or autolaunched flows ▪ Passes dynamic values to screen flows ▪ Only available for the text widget

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17 Customization

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18 User Access Summary

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19 User Access Summary

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20 Object Access

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21 Enhanced User List View View, sort, filter user records Inline editing

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22 Customization - Other List views now use Lightning Web Components ▪ Previously only custom list views in sandboxes ▪ Improved performance ▪ Latest technology

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23 Lightning App Builder – Configure Record Highlights Drag Dynamic Highlights Panel onto page Add up to 12 fields Supports visibility rules Customize the actions Supported for all LWC-enabled objects Must be enabled for mobile

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24 Lightning App Builder – Conditionally Formatted Fields

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25 Sharing Public Group Description field Multiple picklist values in record criteria ▪ Restriction Rules ▪ Scoping Rules (Not available in Enterprise Edition) Manage members from Public Group Summary

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26 Development

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27 Agentforce for Developers Free suite of tools to speed up development process Multi-turn chat with Dev Assistant ▪ Code generation ▪ Code explanations ▪ Test case creation ▪ Apexdoc code comments ▪ Autocomplete suggestions Enabled in all Salesforce orgs Runs in VS Code and Code Builder Part of Salesforce extensions Read more at : sforce.co/4gEZYsW

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28 Lightning Web Components Component level versioning ▪ Update to API 62.0 for Winter ‘25 features Manage styles with class object binding ▪ Bind to array or object for multiple classes Access parent element of component in callback ▪ this.hostElement property Access components style information ▪ this.style property ▪ Can mutate style

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29 Lightning Web Components Max LWC JavaScript file now 1Mb (1,000,000 bytes) ▪ Was 128Kb (131,072 bytes) Lightning Web Security rollout remains postponed ▪ Recommended to try it if you can Disable LWS distortions in debug mode New distortions ▪ DataTransfer.moz* (Firefox) ▪ Document.prototype.parseHTMLUnsafe ▪ Element.prototype.setHTMLUnsafe ▪ See sforce.co/3BunSai

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30 Visualforce Visualforce Pages served on force.com or site domain ▪ Update hardcoded references to salesforce.com domain ▪ Part of 3rd party cookie blocking

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31 Apex Free tier event monitoring ▪ Track unhandled exceptions in Apex code ▪ Apex Unexpected Exception event type ▪ Includes @AuraEnabled, @RestResource and @InvocableAction methods Updated SOQL error messages ▪ Code that parses errors may fail ▪ bit.ly/4duEHAe Cannot modify Set while iterating ▪ Modifying elements in for/foreach throws exception ▪ Previously allowed (sometimes!)

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32 API Use My Domain URL rather than Instance URLs ▪ E.g. https://buzzard.my.salesforce.com rather than https://ap2.salesforce.com ▪ Uses correct instance even after org migration/instance refresh ▪ Redirections will cease working October 12, 2024 Faster metadata API deployment cancellations

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33 Sandboxes Data Mask ▪ Define your own masking library ▪ Streamlined setup/administration of data mask jobs ▪ Requires latest version of managed package Provide Sandbox access via Public Group ▪ Developer/Developer Pro only ▪ Sandboxes created via Setup UI ▪ Spring ‘25 for Sandboxes created via Tooling API - also requires API 60.0

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34 Flow Builder Errors and warnings pane Tips

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35 Flow Builder Action Button GA ▪ Button to launch screen flow ▪ Use results in same screen

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36 Flow Builder Use repeater component to update existing record collections ▪ Multiple output collections – Added, All, Prepopulated, Removed ▪ Configure if users can add new or remove existing Disable additional components at runtime ▪ Action Button, Dependent Picklist, Lookup, Phone, Slider ▪ Set component’s Disabled attribute Multi-select Choice Lookup Component ▪ Up to 25 selections ▪ Configurable

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37 Flow Builder Custom components show labels/API names ▪ Differentiate between multiple instances Launch Prompt Subflow from Prompt Flow Update records from Create Records component ▪ Match on field value Target primitives with Transform element

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38 Flow Builder Email Action ▪ Max recipient addresses 150, previously 50 ▪ Add CC and BCC recipients

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39 Flow Other Scheduled Flow limit in debug details Debug Template-Triggered Prompt Flows Enforce sharing rules when Apex launches a flow ▪ API 62.0 ▪ (Apex class needs with sharing)

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40 Flow Orchestration View Orchestrations in Automation Lightning App ▪ View orchestration run stages, steps and log items ▪ Manage in-progress, suspended or failed orchestration runs Step management ▪ Copy/Paste steps into any stage ▪ Drag step to rearrange – doesn’t affect order, just display Customize Flow Work Orchestration component per record page ▪ Title ▪ Default sort order for work items ▪ Visibility of run name, orchestration stage/step name ▪ Hide for users with no work items

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41 Security Forced login is permanently disabled ▪ Aka username + password in URL query Revoke individual JWT access tokens ▪ Previously had to revoke everything TLS 1.3 support for outbound HTTPS callouts New Hyperforce orgs use Salesforce Edge Network ▪ Starts October 4th 2024 ▪ Can opt out – contact support

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42 Einstein Platform

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43 September 24 Features Analytics : Lightning Report Formula Generation Marketing: Einstein Copilot - Create Briefs and Campaigns Sales: Einstein Coach Sales: Einstein Activity Capture Sales: Einstein Automated Contacts Service: Einstein Article Recommendations Service: Einstein Conversation Mining Service: Einstein Work Summaries

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44 Bots Strict recognition ▪ Reduce time Bot spends on unclear messages ▪ Directs to Confused dialog ▪ Configure via Bot Overview -> Settings -> Intent Enhancements New messaging components for enhanced bots ▪ Authentication: Verify customer identity ▪ Custom: Embed external app ▪ Form: Send form to customer ▪ Payment: Process payment with Apple Pay Enhanced bots recognize intent of first message ▪ Previously required standard bots

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45 Experience Cloud

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46 Aura and LWR Sites Improved Styling (LWR) ▪ Specify styles for more elements in Theme panel, including buttons and headings ▪ Anchor header to top of page ▪ Customize colour palette for a Columns component Customize Account/Contact URLs to improve SEO (LWR) Enhanced CMS content support (Aura) ▪ News, Image, Document and custom content types

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47 Components Highly customizable Navigation Menu component (LWR) ▪ Navigation Bar for desktop ▪ Mobile Navigation for mobile ▪ Adjust colours, borders spacing, text styles, accent line ▪ Menu items: External URL, Menu Label, Salesforce Object, Site Page Site Logo available on all site pages (LWR) ▪ Previously login only Enable/Disable modernized record experience (Aura) ▪ Create Record Form, Record Banner, Record Detail ▪ Built on Lightning Web Components ▪ Previously Sandbox only ▪ Control via Use lightning web components on your record pages in Aura sites

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48 Performance Use your enhanced domain to serve CDN in Sandbox ▪ No need to create a custom domain ▪ Use *.sandbox.my.site.com URL ▪ Utilises Cloudflare Update references to *.force.com site URLs ▪ No longer redirected in non-production orgs ▪ Aura, LWR and Visualforce sites Mobile publisher is GA for Experience Cloud Lightning Web Runtime

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49 Marketing

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50 Marketing Cloud Account Engagement Duplicate Prospect Tool in Optimizer ▪ Find and merge duplicate prospect records Copy forms and emails to a Salesforce CMS workspace ▪ New file types also supported .pdf, .mp4, .zip and more Open system email links in lightning app ▪ Previously pardot.com Pause or cancel permanent prospect deletions ▪ Use Table Action Manager

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51 Marketing Cloud Engagement Release takes place : October 4th – October 25th Salesforce webinar ▪ Overview of new features ▪ Follow sforce.co/3NcivPT

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52 Marketing Cloud Growth Update data kits to get the latest updates More relevant messaging: ▪ Personalize emails with dynamic content ▪ Event based campaigns ▪ Use event data to personalize content Content enhancements: ▪ Share content across workspaces ▪ Skip alt text for images marked as decorative

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53 Marketing Cloud Growth – Einstein AI Brand Identity

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54 Marketing Cloud Growth Other Preference page for SMS messaging ▪ People can opt in/out of subscriptions ▪ Add link via Preference Manager merge field Lead/Contact scoring rules ▪ Multiple conditions ▪ Group conditions for single object ▪ Combine condition groups and single conditions Track activity across sites

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55 Mobile

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56 Mobile Open hyperlinks in advanced reports Force sync button ▪ Restart failed sync Messaging GA ▪ All enhanced messaging channels ▪ Messaging for in-app and web Send any kind of messaging component supported by channel ▪ Previously messages or voice notes Transfer messaging session

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57 Sales Cloud

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58 Account Plans

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59 Forecast Submissions

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60 Collaborative Forecasts Manager Judgments ▪ Roll up of all descendants, previously one level ▪ Available in reports and dashboards Forecast with opportunity splits by territory Forecast charts renamed ▪ Forecast Changes -> Weekly Changes ▪ Historical Trends -> Monthly Trends / Quarterly Trends (depending on forecast periods)

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61 Other Seller Home available as Home Page for any standard or custom app Assign opportunity splits to territories ▪ Previously could only be associated with parent Opportunity territory ▪ Teams can forecast on splits amounts across territories Reports To field on Person Accounts Review and update settings to capture leads from LinkedIn

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62 Service Cloud

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63 Generative AI Conversation mining ▪ Third party messaging apps support in reports - WhatsApp, Facebook Messenger, Apple Messages for Business Customise Work Summaries in Copilot GA ▪ Add your own formatting rules or restrictions to Prompt Template Draft personalized emails with Einstein ▪ Grounded with case data ▪ Standard or custom prompt template

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64 Email Move emails to relevant case ▪ Let Agents Move Emails in Email-to-Case settings New Lightning Email Threading Behaviour ▪ Disables thread id ▪ Matches on token in subject/body ▪ Falls back on metadata ▪ Release update Transition to Lighting Editor for Email Composers in Email-to-Case ▪ Full screen mode, printing, undo/redo buttons and more ▪ Release update

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65 Messaging Unified Messaging ▪ Marketing and service interactions in one SMS channel ▪ Previously needed separate phone numbers Messaging for In-App and Web API is Generally Available Messaging in Mobile App is GA Messaging for In-App and Web in Developer Edition Activate/Deactivate Channel, Refresh Connection ▪ Previously only in Enhanced SMS

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66 Messaging Error messages in org’s default language ▪ Previously English only Delete messaging users without opening a support case MessagingSessionMetrics object ▪ Average end user/agent response time ▪ Maximum end user/agent response time ▪ User/agent message count (also tracked on MessagingSession object)

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67 Messaging Status Based Capacity Generally Available ▪ Capacity based on Status of accepted work ▪ Not open tabs/sessions Bring your own channel ▪ Previously known as Partner Messaging ▪ App exchange or build your own ▪ Track when messages are delivered and read ▪ Use custom OAuth connected app

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68 Knowledge Integrate Knowledge and Unified Knowledge with Data Cloud ▪ Improve Einstein for Service Generate AI features ▪ Article size up to 100Mb ▪ Access Knowledge in Data Cloud through Knowledge DMO Connect Unified Knowledge to more systems ▪ Github ▪ ServiceNow ▪ Madcap Flare Lightning Knowledge Migration Tool ▪ Migrate from Knowledge Classic ▪ Classic Knowledge retiring June 1, 2025

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69 Milestones Automate standard milestone actions through flow ▪ Milestone completed, nearing violation or violated ▪ Send email alerts, slack notifications, update records Track milestone time ▪ Time to Next Milestone in case list view ▪ Easily identify cases overdue, nearing completion or paused

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70 Beta

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71 Lightning Web Components Real Time Preview Edit local files and see preview in app ▪ HTML/CSS ▪ New CSS only LWCs ▪ JS edits in-service component library ▪ JS changes in component methods not affecting public API Local Dev ▪ Lightning Experience, Salesforce Mobile App, LWR Site for Experience Cloud ▪ Sandbox/Scratch Org only ▪ Salesforce CLI only ▪ Disabled by default – requires setup sforce.co/3AJXJ78

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72 Sort List Views by Multiple Columns

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73 Salesforce Archive Native archiving solution Move expired/unused records to an external, low-cost data store Visualise archived data from your Salesforce org ▪ Requires Salesforce Connect Archive Jobs ▪ Run on a schedule ▪ Configure records/files acted on Australia, France, Italy, Germany, India, United States

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74 Release Readiness • Release home : sforce.co/3XWKo4J • Trailhead badge : sforce.co/3zlUClI • Release notes : sforce.co/3TGkKyv

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Thank You 75