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Welcome to release readiness slide.
It is important to watch Release
Readiness live so that you get a
snippet of the coming attractions
of the functionality
that's coming from Salesforce.
We really focus on the features
that are going to be most useful
and impactful with release readiness.
Why have you got the great opportunity
to actually hear from the mouths
of the people who spent a lot of time
thinking about what exactly
you all, as Salesforce developers
and admins, are actually wanting to see.
Your feedback is so important.
I think that's
one of the most amazing things
actually about the Salesforce
ecosystem is how involved trailblazers
are with evolution of our products
is really about to start.
Let's get started. And.
Welcome to Release Readiness
Live from San Francisco.
I'm Julian Bruce, director of developer
marketing at slack,
and I am so thrilled to be with you today.
I love Release Readiness Live.
We have so many new product innovations
coming your way in the next release.
But before we get into covering those,
I need to get into my Happy Nerd zone
and remember that
we should only make purchasing decisions
based on currently available
features and functionality.
So now, without that out of the way
fully getting into my nerd zone,
we are going to
thank you so much for joining us, because
you taking the time to invest your time
with us to learn about what's coming in
the summer 24 release means a lot,
and we thank you so much for the feedback
that you consistently provide us,
because your feedback is what helps
our technology teams build solutions
centered around your experiences.
We've got an amazing lineup
of release readiness content for you.
Today might be the last day,
but we still have a lot to cover.
We're going to start today
off with the admin preview
and we're not stopping there.
We're going to come right back here
at 11 a.m.
Pacific with Service Cloud.
Now, if you missed any portion
of any of the shows this week,
we covered Sales Flow Developer,
our CRM analytics.
You can catch them all right
here on Salesforce Plus on Demand.
Now we're going to spend the next hour
together with our product managers
here in the studio, in person,
who are going to be giving us live demos
highlighting the top admin features
coming in the Summer 24 release.
But it's not just about us here
in the studio, it's about you.
We want to answer your questions
about all these new features, so
make sure you chat and ask your questions
right here in Salesforce Plus.
Or we're going to have product experts
standing by to give you answers.
And we're going to take your questions
live to our product managers
who are going to be here in the studio
to get your questions answered.
So first up, we have
I think we were talking about this before,
and I think she's been on really
starting us live almost 20 times.
We have the one and only the incredible
Diana Jaffe, senior director
of Product Management,
who is going to share us, share with us
some of the amazing flow tips and tricks
that you can now use in summer 24.
So, Diana, without further ado,
you're a pro.
Take it away.
Thanks, Jillian and hi everyone!
I'm so happy to be back here at Release
Readiness Live.
Now, some of you may have seen
our Wednesday
session that was all about flow,
but I'm here to give you the highlights
in case you missed it.
And because we're going
to have to go really fast
through all of those new flow features,
and by special request
from some of you in the comments,
I'm going to put on my flow goggles
because we are going to go
at a breakneck speed.
But these on. All right.
So let's get into it.
I'm going to start off with a bang.
This is our biggest new feature
in the summer release.
We are now infusing Einstein into flow.
So if I go to the demo here,
you'll see we have a new option
when I'm creating a flow
that says, Let Einstein help me build
and what it's going to do, it's
going to give me some
different ideas of prompts that I can do,
or I can just go ahead and create my own.
But I think it's great to start with some
of these prompts, because we vetted them.
They're really helpful in trying
to figure out exactly how to phrase
the right prompt for creating a flow, but
I'm going to go ahead and put in my own.
I'm going to create a screenflow that
collects my new opportunity information.
I put in some extra details
and then creates the opportunity record.
So let's go ahead and launch that.
Now it's going to take a little bit
to think.
We got large language model
which means it takes a little while.
so you might be wondering
how do I get my hands on this
or I don't see this in my org today.
This is available bundled with all of the
different Salesforce Einstein, offerings.
If you have Einstein for Service
Cloud, you would see this in flow.
if you're not seeing it quite yet,
I believe there's still a few kinks
being worked out.
but it should be coming
in the next few weeks.
So talk to your service reps or monitor
our communications, for it to come out
and look at that we have created.
We have my new opportunity screen,
which I can take a look at.
It's got all the different fields
that I specified.
And we have the record created
with all of those fields.
Now one of the things that's helpful is
what if I want to remember this
prompt or capture it?
We have this little copy paste
sign over here in the corner.
So I can copy this and potentially
put it, say in my documentation.
We're always talking about documenting
your flows and descriptions
or saving it for later.
Or if this didn't work,
I can always start over
and try it again.
So that was the demo of Einstein for flow,
but we have a lot of other
new exciting features in this release.
So I feel like every time we come
to release Readiness Live,
there's something else
exciting happening and screen flows.
And this release is no exception.
This release, repeaters
is generally available.
This allows you to create lists
of dynamic chunks of information.
In the past you had to create a screen,
get all the user inputs,
and then have this little kind of annoying
checkbox at the bottom that says, oh,
do you want to add another person,
another beneficiary, another, user?
And then it would loop through
and you'd have to sort of have a loop.
Now you can have that all in
one dynamic screen for the user
just by putting those chunks.
It's super exciting.
But one of the things I really like about
screen flows is that we always are
showing something generally available,
and there's usually a beta of something
new and exciting to come.
So in the summer release,
we also have a new little teaser
beta of our next big, exciting
piece of functionality in screen flows.
And that is action buttons.
So now you can put in a button
that calls an auto
launched flow,
which can do so many different things.
It's kind of overwhelming
all the things it can do.
So if you want a screen flow to go
call out and do some data
and then come back and dynamically
update the screen using all of our awesome
reactivity, you can do that, you can do
data operations,
you can do external callouts,
you can kind of do anything
and really make your entire screen flow
a single, unified, interactive experience
rather than a lot of different separate
screens, which I think is amazing.
But that isn't all.
So I would say we have three
big highlights this release.
We have Einstein for flow,
we have our new Screenflow features,
and we are oh, I forgot one more thing
before we get to our last feature is,
I don't have time to nerd out over
all of the fun screenflow enhancements,
but Adam and Sam are two awesome
screenflow pens.
Nerd it out with John
Lee yesterday on Automate This,
and they went into a lot of detail.
They did demos on all of these new
enhancements, answered questions.
It was live yesterday,
but it's still available on YouTube,
so go ahead and check that out.
If I'm not giving you enough
good screenflow content.
And now let's show
you our last big highlight.
data Transform is officially,
generally available.
This is a new element that we have been
working on release after release.
Getting your feedback, adding to things.
And it's officially G.A.
and this release.
This lets you do dynamic mappings,
transforming of either collections,
records, information
from external systems,
modifying all of that and transforming it,
using formulas
or using some and other kind of functions.
There's just so much here in transform
and we're not stopping with this release.
So if you've been a little wary
to try it out because of beta,
then now is the time. It's officially GA.
And if it's a little overwhelming,
Henry did an awesome
demo of this on Wednesday,
so check out our documentation.
Check out the video to start getting ideas
of all the different things you can
do with transform.
Now we have a lot of really big,
exciting things in this release,
but I know especially on admin release
writing this live, some of you are busy
and you don't necessarily
have time to build a lot of new screen
flows or build transform right away,
even if we all know you want to.
So I always like to pick a few flow
options or a few things that you can use
today.
As soon as you open up the summer
24 release in your existing flows.
So let's check out my top
five flow. Perri.
The first one.
And this got a huge response
in the comment section on Wednesday.
So I know a lot of you are really excited.
we've had a longtime challenge
with handling
null or other kinds of exceptions
in your flow.
So if something's blank or empty, foil
kind of acts differently,
and you had to put in custom formulas
or multiple conditions to capture,
is this collection null
or is it just doesn't have anything in it
and it's empty?
Well, we have two new functions, is blank
and is empty that solve this for you
so you don't have to do
all those extra workarounds.
This should make debugging and error
handling just a little bit easier.
I looked for a single
ID exchange item on this
and I found like 15 different things
people have filed.
So I think this is a huge
quality of life improvement
and other new
exciting things that you can just pick up
and try out.
anytime we have an all new automation app.
This is flow outside of set up in a
standard list view with your record pages,
just like you would see for contacts
or opportunities or any other object.
And what this allows us to do
is a lot of exciting things.
This release add search,
we also add new categories and you can see
a non demo this on Wednesday.
But one of the things I
encourage you to do is to check this out
and give us feedback.
When we demoed this on Wednesday,
the chat blew up with ideas of things
we could add
and now is a really good opportunity
for you to go and give it a whirl
and let us know what else we can do.
So we've kind of done an initial pass
at this new app
with a couple new exciting features, but
I think there's a really exciting roadmap
and it's a great opportunity
to file things on the idea, exchange,
reach out, give us feedback on
what else you want to see
in the automation app, and really helps
craft the future of flow on Salesforce.
Next up,
I know we've gotten
this question at release readiness before
ever since we released reactivity,
and that is the ability to control
reactively the read
only and disabled states
of your screen flow inputs and choices.
So this is one of the things
we also finally have in this release.
We're able to close that exchange.
I am and I know this is going to be
a huge help for a lot of you
coming in at number four.
One of my personal favorites,
Scheduled Flows,
has a couple new improvements
in this release.
We have new limits.
so previously scheduled flows ran
against our synchronous governor limits.
They now run
against our asynchronous governor limits.
So that was feedback
we got from a lot of you.
We were able to make that change
in this release.
We also improved debug.
So you can now select a record
when you're debugging a scheduled flow
that has a batch configured.
And when you go to your debug panel,
we list out
how many records would be affected
if you were running that flow.
So helping you debug
and kind of troubleshoot your flow
before activation as much as possible.
And last but not least,
we are making changes to
and improvements
to one of the grandfathers of flow.
One of our original elements
create records.
So there's two new improvements
in this release.
One is that when you select an object
to create a record in the,
in that element,
you'll
see a list of all of your required fields.
So this is something
it happened in Process Builder.
And we've gotten a lot of feedback
that it's annoying.
I create a record,
I forget one of the required fields
I go to debug, I get an error message.
I have to go back and fix my flow.
Now we're going to pre-populate all of
those fields with the required thing.
But we didn't stop there.
We also added new functionality
to create records.
Another scenario that we've heard about
a lot from you is dynamically creating
or updating based on whether a record
already exists in the system.
So we now have a new optional thing
you can turn on and create records
that lets you check
whether an existing record already exists,
and will dynamically handle
whether we're going to update
with those changes or create a new record.
And we do all of that for you in
just that one single element.
So with that, those are
that was a breakneck thing.
That's why I had the goggles on
as we ran through flow
enhancements in summer 24,
Gillian, back to you.
All right. Well,
I want you to flow on over here because,
we have a lot to talk about, Diana.
I mean, my goodness, there's
so much happening with flow the summer.
There's so much so much.
I mean, we even had a fun
special announcement.
And the flow, the favorite release.
we have,
flown out of t shirts now
available in the Amare Trailhead store.
So if you want your own flow native t
shirt, we now have it available to order.
Just really exciting.
I'm sure they're probably already
sold out, so it's okay.
But yeah, still,
there was a bit of a run on it.
I'm not sure I'd say so.
I haven't checked if they're still
available, but stay tuned.
Even if they're sold out, that's great.
Well, you you shared a lot.
And so I know that you have
a ton of questions coming for you here.
And you're no stranger to the hot seat.
So, here we go on.
First of all, we got some love
because there's always lots of love.
As a reminder for all of you tuning in,
we are taking your questions live.
We're going to get as many of them
answered as possible.
But we also love, love some love,
love some shout outs.
so we have, well thank you Melissa.
Melissa says we
we love you, Jillian Burrows.
Thank you. I love you too, Melissa.
and Mark Jones is very excited
that, they got the goggles.
All right, so that has a lot to say. Yeah.
And one of the things he said that
I thought was really good is, is blank
plus is empty,
equals is awesome, is awesome.
We're going to add that as our next
yeah.
Yeah. That's good.
Grant is so stoked for repeaters
and Stephan is so excited
about schedule
flow debug much needed okay.
So now
we're going to get to some questions.
All right okay.
So first question I have for you Diana.
this is coming in from Salesforce.
Plus this is from Dia.
What can I do to enable
Einstein Flow in my org.
You talked a little bit about that. Yeah.
So it should be available
with, other Einstein offerings.
It's not sort of a separate
offering that you have to purchase.
So I think Einstein for sales and service,
I don't know all of the details,
but it should be included as part of that.
Again, I think there were
a little bit of issues in release.
So if it's not showing up
in your prerelease
org check in the next few weeks,
reach out to support
because there were a couple things
still being worked out,
but it will be available as a beta
in this release for all of those licenses.
It's a beta that people it's a beta.
People are working through some things.
It's new, it's exciting,
it's a lot of work.
And, yeah, it's so cool.
I mean, I'm so sorry about that. Again.
I keep thinking
if that would have existed when I was
first learning how to build a flow
for the world.
So it really made my demos a lot faster
during building some of those.
I'm saying just build it
first. Do it for me.
Yeah. okay.
We have another question
coming in from Salesforce.
Plus, this is from Garrett.
he's asking could flow list
be added to a console view?
It would be nice to troubleshoot
flows with the ability
to add internal tabs for test records,
all grouped together.
That's a great idea.
I don't actually know
specifically about console,
but I do know that there's already
some builder kind of,
hacker folks in the community
that have started to build out
custom like lightning components
to put on the record page
to show things like metadata information.
So it might be possible.
It's a great idea.
I don't actually know
if it's an extensible so or not,
but that's a great idea
to add to the list.
I love that Garrett post an idea exchange.
You got a fan already,
so if to champion it for you.
okay.
We also have
we got more many more questions.
okay.
One of the questions we have for you
now, Dana, I got personally very excited
for the automation app, right?
Being able to control everything
in one view. It's amazing.
That was just a comment
for me. I'm excited about that.
we have a question about transform.
So with a newly gathered transform,
would you recommend admins
go in and replace
existing loops that transform
so it's going to depend
a little bit case by case.
But I would say you don't have to run out
and do it if a flow is working.
but if you're already touching the flow,
it is a great opportunity.
If you can do it in transform,
there are several instances where
transform performs better than loops,
so it will have the same functionality.
But sometimes you're going to get faster
and better performance
doing it and transform again.
There's it depends a little bit,
but if you can do it in transform
instead of a loop, do it.
If you're refactoring, do it.
You don't need to run out
and give yourself a giant to do list.
but yeah, opportunistically go for it.
And if you're building something new to
transform transport, they're absolutely.
All right.
I think we have time for one more
before we get going to our next section.
So the next question I have this one,
Diana is coming in from Salesforce.
Plus, this is Mahesh asking does duplicate
also does duplicate check also work with
Salesforce Field Service mobile flows?
I'm not positive.
Sometimes they their features
can be a little bit different.
So maybe asset in the trailblazer
community or double check
that it should be available
in almost every process.
But sometimes I miss some things
about the field service because I know
they're a little different,
but there's probably yes, but
if not, don't don't compare
because I'm not positive.
All right. So great question mark.
Great question.
Dumper. Yeah.
If you didn't get the answer
you want from Diana or she's in the chat,
make sure to ask that in the chat
with somebody.
Okay. Well we have plenty more questions
coming for you.
But we are going to continue to move on
because there's lots of great admin stuff
coming in this release.
So next up, we also have someone
who's not a stranger to release Readiness
Live and admin favorite.
We have Elizabeth Martin, Senior Product
Manager here to show us
what's new with lightning Platform.
And we're going to get to know
a little bit about how to manage
permissions more efficiently
with a bonus section that she's covering
all related to user access.
So, Elizabeth, take it away.
Thanks so much, Gillian.
I'm Elizabeth Martin, I'm
the product manager for the Salesforce
Records Experience teams,
and I'm excited to talk to you today
about the latest innovations
coming for lightning Platform.
Now, I just want to start off
by saying that
every single feature that I'm going
to be talking about today started off
either as an idea exchange item
or direct feedback from all of you.
We really appreciate your engagement
with us in sessions like this at TDA,
at Dreamforce, and through our trailblazer
community, because it really helps us
make sure that we are delivering
what's going to be most valuable.
With that, let's go ahead and dive in.
The first feature that I would like to
touch on is conditional tab visibility.
Now, this feature has gathered
almost 38,000 points,
and just a little over two years
since it was first created.
Just think about that velocity
in terms of an ideal exchange item.
What this will allow you to do is set
visibility rules for tabs,
just like you can for any other component,
and Lightning App Builder, you can set
visibility rules based on record
data, user details, or device type.
A couple of the use cases
that we've heard for this from all of you.
The first one is to set visibility
rules for tabs
based on where a record is in a process.
As an example,
what stage an opportunity is in,
or where a case is in a case process.
The second key use case
that we often hear from you
is the ability to set visibility
rules for tabs based on user type.
So you might have some users
that only, there's
a set of fields that it's only relevant
for that specific user type.
And then you might have another tab.
We have general fields
that are relevant for everyone.
It really allows you to customize
how that page is laid out
and make sure everybody's
seen what's relevant for them,
with nothing extra, that's going to create
additional mental overhead.
Now, the next feature
that I'm going to talk about
is the blank space component.
This is something that we continue
to hear from you over and over.
In addition to the idea exchange item,
we heard requests for this
at Dreamforce and tDCS.
People always came up after sessions
and asked about it.
This is really a feature parity
item from the page layout.
So this is something that was available
in the page layout.
And we heard from all of you
that it was really important
to bring this over and have it
available in dynamic forms as well.
For anyone not familiar
what this allows you to do is just add
additional spacing in between fields,
so it gives you some additional control
over how your pages look
and feel, and space things out
in the way that you would like to.
And then the last feature
I'll touch on for lightning
platform is the new field setup step.
This is another feature that I've heard
from so many of you as being important.
If anyone is not familiar,
and when you set up a new field
previously there were four steps
and the fourth step allowed you to add
that new fields to all of the
existing page layouts with one click.
And what I heard from all of you
is that it's really important to have this
for dynamic forms as well.
Otherwise, it's a little bit cumbersome
to try to remember
which lightning record pages
have dynamic forms and go
and find all of those
and add the field one by one individually.
So we're essentially just bringing feature
parity from that page layout feature,
we're adding an additional step
where you can add the field
to all the existing lightning record pages
with a single click.
And with that,
let's go ahead and jump into a demo.
So I'm going to demo from Lightning App
Builder.
I'm currently on a contact record page,
and the first thing I want to call out
is that when I select the field
section component
that I'm going to be working with,
I have align fields horizontally
selected in the property panel
on the right hand side.
Now what this is going to do
is it's going to allow me to make sure
that the field heights are going to match
when the fields are adjacent,
so that everything is perfectly
in alignment.
Now, the next thing I'm going to do
is I'm going to go ahead and grab
a blank space component
from the field component
section
in the palette on the left hand side.
And I actually just want to provide
some additional spacing
to have those phone numbers
show a little bit lower in the page
and separate them out from the rest of the
fields in that top section.
Now, the next thing I'm going to do is
you can see
I have this specific section
that's for marketing information.
It's actually not relevant
for our sales users.
And so what I can do now
with conditional tab visibility is
I can set a conditional visibility
rule based on the user type.
When I jump in to see this visibility
rule,
you can see that
I first have the basic fields available.
I could set a rule based on that,
but in this case
I'm going to jump over to advanced
and I'm going to go and go into the user,
go down to the user profile,
and I'm going to select the profile name.
Because these fields are only relevant
for marketing users, I'm going to make
sure that profile name.
Contains marketing.
And that's all we're going to do for this
demo.
Just showing a quick and simple example.
Let's go ahead and save this and
take a look at this page in the runtime.
When we jump back to the lightning record
page for the contact, we can see that
our new blank space component
is spacing out those phone fields.
And the second thing we see
is that because I'm logged in
as a system administrator,
we're not able to see the marketing tab.
Now just in case you don't believe me,
I'm going to jump over
to view this from a marketing user.
So I'm currently logged in as Amy Smith,
marketing user.
You can see her profile is marketing user.
And we're going to jump over to
the contact record from her perspective.
Now let's just refresh this page
to make sure
that we're seeing the latest and greatest.
And we can see that we have the same
configuration we just set up.
We have the new spacing,
and we have access to that tab
with the marketing details.
And that wraps up our first demo.
Elizabeth, people are going crazy
about the tab component.
There's the tab visibility control
that is amazing.
Amazing demo.
but I know people are also going
to want to know what's next.
So what else do we have on the roadmap?
Absolutely.
We have two features
that I'm extremely excited about coming up
for the winter release, what we typically
call our Dreamforce release, specifically
on the records experience side,
the first is conditional field formatting.
This is an idea exchange item
that's been out there since 2007.
It's since captured over 37,000 idea
exchange points.
And what was asked in that original idea
exchange item
was the ability to add custom
visual indicators to fields
based on their values, to call attention
to those fields on the page.
Now, we've heard of many different use
cases from customers.
Obviously, there's been a workaround
that's been out there for a while.
That we've heard from
you is not necessarily the most ideal.
What will be delivering is the ability
to do this in a low code way.
There are two use cases that we hope
to tackle in the next couple of releases.
One is to be able to show icons
with specific colors.
So as an example,
if you wanted to have a red, icon with
to indicate, negative customer sentiment,
you wanted to call attention
to that on the page, you'll be able to do
that, set that up in a low code
way, and Lightning App Builder,
as of the winter 25 release.
The second thing that we hope to enable,
and this won't come in winter,
but we're targeting the following release,
is the ability to add highlights
conditionally as well.
And we're looking both at just,
the edit mode as well as the view mode.
Now, the second feature that
I'm extremely excited about for the Winter
25 release is the Dynamic
Highlights Panel.
As you can imagine, what
this will allow you to do is to configure
the highlights panel from directly
in Lightning App Builder, the same way
that you configure fields
for Dynamic Forms.
As you configure those fields,
you'll also be able to add
the conditional visibility rules,
just like you can for dynamic forms.
But one of the things
that I'm most excited about for
this feature is the ability to add
those conditional field formatting rules
that we're allowing you to use in dynamic
forms to the highlights panel as well.
One of the things from
we heard that we heard from
all of you
is it's really important to be able
to bring those
all the way up to the top of the page.
Now that's
the two upcoming features
I want to highlight for records.
Let's talk about Salesforce lists.
If you noticed today
we didn't cover any list features.
that were coming out in summer.
And the reason for that is that the list
team has actually been working
extremely hard to bring list views to all.
Now that that work is complete,
they're going to start working
on delivering the top three idea exchange
items over the next couple of releases.
The first is list view Multi-column sort.
This will allow an end user to set up
sorting criteria
for list views
based on up to five criteria.
As an example,
you could sort opportunities
first by stage
and then by closed date or amount
in the spring release.
They also plan to bring list
view default sort
as defined by admins as well.
So admins will be able to define
those same rules, but as a default
setting for the entire org.
And then lastly, in the spring release,
they plan to release
related list inline edit.
And that's it for the lightning
platform roadmap.
That's it. That's a lot.
You shared a lot.
I know
people are going to be very excited,
especially about some of those list
improvements coming up.
Thank you for that.
But, Elizabeth, we're not done with you.
I actually hear you're covering
for someone who is usually also on URL,
but she cannot be here.
So Cheryl Feldman,
the one and only shout out to Cheryl,
she was going to come and join us
and share all of the amazing innovations
about user access.
But Elizabeth, you volunteered.
So, go ahead and, you have permission
to cover user access and permission.
So I'm really sad that,
Cheryl's
and able to be with us today in person.
However,
do not hold back with your tough questions
because she is available in the chat
and she is ready to help out
with all of those.
So with that, let's go ahead and dive in.
The first feature that I would like to
touch on is user access policies.
Now, we heard from you
all of the great feedback during our beta.
And so we're really excited
to be able to bring this to go.
This is closing out over six idea
exchange items
covering over 23,000 idea exchange points.
As a quick recap, what this will allow you
to do is automatically assign
entitlements on user, create or update
based on criteria that you define.
The next feature
that I'm going to talk about
is one of the new set up features.
Now, if you weren't able to catch
the future of user management,
a session that Cheryl and Ben ran,
I would highly recommend
that it's available in Salesforce Plus.
And in that session, you'll be able
to learn more about their vision
for how they're going to fix set up,
starting with user management.
Now this is one of those features.
That's one of the first that's
going to have some of the new components.
It's the user access summary.
What this will allow you to do
is see which user permissions,
object and field
permissions, custom permissions,
and group and Q membership
a user has with just a single click.
And next
the summary that and inspired Cheryl
to start
adding summaries to everything
the permissions set and permissions set.
Group summary.
we heard so much great feedback,
from all of you during the beta that
we were able to bring this GA this is now
moved inside our new, summary component.
So it has a new UX, and we've also added
some additional permissions, sets
and permissions
set group information to this summary
with this release as well.
And then the last update here
from a summary perspective
is the public Group Access summary.
This will now allow you to see again
with a single click which sharing rules,
report and dashboard
folders, public groups and list views.
A public group will give access to.
Last but not least,
before we jump into the demo,
there are two new permissions the ability
to monitor login history and frees users.
Now we
won't be able to cover
every every feature in the demo today,
but there is a blog post out
that gives a lot of detail
summarizing all of these new features,
so I definitely recommend
going to check that out.
With that, let's
go ahead and jump into the demo.
We're currently on a user record,
Chloe Doodle, and we can see that
Chloe has been assigned
a number of permissions, sets
and permissions set groups.
So if I want to understand
what she has access to specifically,
do I need to click into each of these
and see all the details?
Not anymore.
There's now a View Summary button
that I can go ahead and click on directly
from her record.
And with one click, I'm
now able to see which user permissions
object permissions
including read, create, update and delete
field permissions, custom permissions,
public groups, and cuz she's a member of.
Now let's go back to Chloe's record
and we can see that she has a permissions
set assignment
for account and contact management.
Now again, when I jump into this,
if I really want to understand
what this permissions set gets access to,
do I need to click into each of these
to see that
I can now go ahead and view a summary
for this as well, so I can see everything
that this gives access to
in just one click.
I can see the related permissions,
set groups, user permissions,
object permissions, field
permissions and custom permissions.
Now the last thing I'll show is
we have a public group here
that Chloe is a member of.
And with this public group as well,
I can go ahead and click to view that
summary to see the owner based sharing
roles, criteria based sharing roles,
dashboard and report folders.
The public groups and the list views
that this gives access to.
And that
wraps up our demo for user access.
that was amazing, Elizabeth.
Thank you for covering that.
I know people are so excited again.
I mean, Cheryl has been such an advocate
for that admin experience
because she was an admin
before joining Salesforce,
and it's wonderful to see those.
All that thought
going into those new innovations
that really make it easier for admins
to manage all the things.
So thank you, Cheryl.
I know you're in the chat.
Thank you for answering questions.
But Elizabeth, we're not done with you
because I know that.
Cheryl, to you, Cheryl's
team is working on a whole lot more too.
Can you give us a sneak peek
into the roadmap?
Absolutely. Gillian.
So just a quick recap of summer 24.
We have that improved admin experience
with user access policy policies. GA.
And then we have all of the new
summary components for user access
permissions, set permissions,
set groups and public group access.
We also have those two new permissions
freezing
users and monitoring logging history.
And Winter 25 will be continuing
to improve the access experience.
Sorry.
The admin experience will be
adding additional capabilities
for troubleshooting user access.
And we'll be adding a new description
field on public group and Q
and then in spring 25 and beyond
you can see the full list of items here.
But in short,
what we're really going to be focusing on
is just to continue to close out
those eight exchange items
that you all have been voting for.
That's great.
Amazing work
that I know the team is working hard on.
Elizabeth, great job.
Thank you for stepping up and sharing
all that information
on behalf of Cheryl's team.
So come on over here
and let's, let's chat about it.
There are so many people that are excited.
and I know that Cheryl, you're in the chat
so you can see these, but we've got
Hallelujah from John.
We've got this is glorious from Nicole.
Fantastic. A real time saver from Denise.
I'm ugly crying in my coffee, says Leah.
Well, I hope you have a napkin.
You're finally,
But Elizabeth, that was great.
So thank you so much for sharing that.
As a reminder,
ask your questions in the chat,
because now we've got Elizabeth here
on the
in the hot seat, ready
to answer some questions.
there was also a lot of love
for what you showed.
We have conditional
tab visibility is great from Mark.
Love this one.
Love this feature of tab visibility
from staff from Pamela.
Conditional field
formatting is awesome, says Sean.
And two words jackpot.
Love the conditional field formatting.
Let's go!
This has been so amazing.
So excited for that.
Yeah, okay.
But let's get to some questions.
okay.
So first question I have for you,
Elizabeth, is
will conditional field
formatting work with page layouts?
That's a great question.
we are focusing on making it work
for Dynamic Forms in the upcoming release,
and it won't be available for a page
layout.
Okay. All right.
Well, there we go. We got some answers
and we have some questions
coming in from Salesforce as well.
So let's get to some of those.
we have a question from wait
on Salesforce
Plus for conditional tab visibility.
Does it also apply to a home
page, the home page tabs?
That's a great question.
I believe and I believe
if you go check the idea exchange item,
we've actually marked it
partially delivered because right now
we are focusing on record pages.
it's actually not my team.
It's the team adjacent to me.
So as Diana said,
don't don't come after me.
but my understanding is right now
it's for record pages only
and not out pages, so I assume
it will not work for the home page.
Okay, it's a good question,
but if you if you all really like it,
put on it the exchange.
I think of all of the release readiness
life shows that we do.
This is my favorite because it's like the
most amount of exchange points delivered,
because your teams have really pay
attention
and it's wonderful
to see the payoff there.
And it's really love that idea.
Exchange love. So, more questions for you.
this question is from Vamsi on Salesforce.
Plus, having conditional
tab visibility is a great thing.
Is it having any user fields?
Are any user fields
available for conditional visibility?
so when you go
into the way to get to the user
fields is to go into the advanced section.
And this works just like any other
component on the latent record page.
So even if you don't have a prerelease org
or something that's on summer 24 yet,
you can still go and test this
and see which fields are available.
but from my recollection, yes.
When you go into that advanced setting,
you click on user.
You do have access to all of those fields.
Okay, great.
we're going to take
a couple more questions here.
this is you know,
this is a really good question.
This is from Monica in Salesforce.
Plus, do we have, detailed trailhead
content for all these new features
that's ask questions, working on it?
I bet we are. We are working on it.
It actually takes so much work
you wouldn't believe to put out
a new trailhead module.
And so I don't know that
we're going to have a new trailhead model
with all of this.
And yet, but it is good feedback
and it's good for you to call that out.
And we can make sure
we're working on that.
As someone who's built modules,
I completely understand the effort.
It is.
It's a lot to make sure that you've got
all the content correct, that we on
the back end are able to check everything,
but I'm sure they will be part of future
future trails.
Absolutely excellent.
okay.
I think we have time
for maybe a couple more here.
we have a question from Mark Jones,
the one and only Mark Jones, again
having a conversation with Mark Jones
during URL.
and URL viewing all star.
Since we have the blank space component
for dynamic forms, now,
can we expect to see the ability
to customize tab direction
come to dynamic Dynamic Forms,
customize tab direction?
I see.
So tab right to left
I think rather than top to bottom.
Yeah.
that's a good question.
We haven't had too many requests for that.
And so we try to go based on
what you all think is most important,
I believe there is an ad change
item out for that.
And so I think it would be great
if anyone listening
today thinks that's important
and something that they would really like.
If you can go vote on that idea
exchange item, that would help.
Okay, Mark, if you really care, you can
launch an idea exchange campaign. So
that's great.
well, thank
you so much for being in the hot seat.
We're going to get back
to plenty more questions for you.
So thank you so much and thank you
for covering another team as well.
I know that's not the easiest thing to do.
but we've got more great news
to talk about for admins in summer 24.
And again, a familiar face to RL.
In fact,
you just saw her a couple days ago.
we're going to welcome back
Angela Lee, director of Program product.
Angela Lee,
director of program management.
You might remember her again,
like I said from the developer
preview that we had, and she's back
for more on Einstein Copilot.
But for admins this time, Angela,
take it away.
Thanks, Jillian.
Hi admins,
my name is Angela Lee and I'm a product
manager on the Einstein Copilot team.
Since we announced last month,
copilot has taken off
and I'm so excited to share the features
that we have coming this summer.
First off, we have recommended actions.
So how many times have you stared
at that open prompt box,
whether you're in copilot or ChatGPT
and wondered what you should ask fit?
Well, I know it seems really daunting
sometimes and overwhelming
when these powerful tools
are there for us
and we can really ask it almost anything.
So that's
why I'm thrilled to announce the GA
of Recommended Actions, which is a feature
that's really near and dear to my heart.
With recommended actions,
your users can get started really quickly
with the click of a button
and start getting those productivity gains
that we all want from Copilot.
And now we can also create even better,
more engaging experiences
in copilot with rich tech support.
We know that it's really important to get
those accurate responses from copilot,
but sometimes we need links
to look at citations and get even deeper
into the information source,
or want to be able to quickly navigate
to a relevant page.
Now, with rich tech support, we can do all
of that in the copilot panel.
All right.
Switching topics quickly.
My it's I'm so excited
to announce the beta
of our newest feature,
standard and custom topic support.
We know that copilot is the most powerful
when it's specific.
And so now with topic support,
you can define Copilot to solve specific
use cases and jobs to be done
by defining really specific topics
for those, things
that you need to be done with your users,
and your users are going to see
those productivity gains immediately.
since you're going to be creating topics
to solve their specific
use cases.
All right.
And for our last feature, I can already
hear the cheers around the world.
We have a beta of multi-language support,
and we're so excited
to be able to announce this, because now
Copilot will automatically be able
to understand your users locale.
And if it's one of those
like six languages that we support,
we'll be able to respond,
respond back in that language.
So if you don't see a language
listed on there that you want
admins, please let us know
and start putting it in the idea exchange.
All right.
That was a lot of talking.
So let's start seeing this live in a demo
okay.
Let's first talk about recommended actions
and rich text.
So as you can see here
I've already asked it a question
using one of our recommended actions.
And they all live in this tray here.
And it's it supports all of our standard
out-of-the-box actions today.
So right away I'm on this account page
and let's say I'm a new API.
I want to know what opportunities
are part of this account.
and I want to do a quick summary.
All I need to do is click the button.
And that means
I don't have to spend a lot of time
making sure that I'm crafting
that perfect prompt.
So immediately and within seconds,
I can get
a really nice summary,
about this particular account.
And the great thing is, I have a couple
of other things that are available here.
You can always look for more.
All right.
So I have now
this great response from copilot.
And I also have this rich text,
these rich text links
that, can take me to an asset page.
And I already can see some of the products
that are listed here,
or if I need to talk to, the VP of sales,
I have that person listed here as well.
So that just provides a lot of, ease
of use as well as it saves me some time.
So I don't need to go and scroll
through a bunch of different pages.
If I need to find the information I want.
All right.
Up next,
let's talk about language support.
So here,
I have my locale to default to English.
But, you know, maybe I want to test out
my college level Japanese.
And so I'll go ahead and select
locale and, and Japanese and then go ahead
and select Nihon Go, which is going to be
my default language and save.
All right.
So now everything
is translated over into Japanese.
Let's go over, head to copilot
I'm going to refresh.
So now it's picking up those changes.
And again now everything is in Japanese.
So let's go ahead and fire off a query.
and that translated me just how many
accounts in this org are assigned to me.
And so now copilot will be able to take
that, translate it, and then it should be
giving me back that same robust response
that I would expect,
in English as well.
So, you'll,
you'll notice that everything else is also
in that translated language,
as well as in the builder.
So, all right.
Okay.
Well, you know, this is like, because it
didn't do exactly what I wanted.
It interpreted the, the request.
they gave me back in English, which
probably means I forgot an API there, but,
if it was working,
we would also get that response,
which is 42 accounts
that are assigned to me in this org.
But, in Japanese.
All right.
Switching to my last topic
and favorite one,
let's talk about standard and custom
topic support.
So here I am in copilot builder.
And this particular copilot pilot
is focused on restaurant reservations.
And as you can see here,
I already have a few topics assigned.
And as you'll notice, all of these topics
are focused on a specific job to be done.
So we have,
you know, how to deal with an escalation,
how to change existing reservations, etc..
So let's see how easy it is to create
a new topic for this copilot to answer.
all right.
So first we're going to start with a label
where we're going to create a general
frequently asked questions.
And as we know
descriptions are so important in copilot.
And so this particular topic
is going to answer questions
about restaurant reservations,
how to use points account issues
or any other company related information.
And for this scope, I want to make sure
it's defined really clearly.
And for this topic,
I only want the copilot to utilize,
knowledge articles
that are within my knowledge database.
And then finally,
I need to have some rules and guardrails
because I want to make sure that copilot
is answering those questions consistently.
Every time.
So in this case, I have two rules.
One, to always tailor those responses
based on the specific user query
or a and or account details
that they might have already provided us,
and then finally never to provide
generic troubleshooting.
steps.
I really wanted to focus on
answering questions.
So with that, I'm going to, submit
a query about
how do I activate dining rewards
towards a reservation.
Just a pretty standard question.
I'm sure that most restaurant reservation
places get.
And what copilot is doing behind
the scenes is taking that utterance
and going through and seeing which topic
does this most, likely fit towards.
And but we can see that it says, okay,
this sounds like a frequently
asked question,
and the action
that I want to assign to it is,
answering questions with not just one
of our standard out of the box actions.
And then in a get executes through
the alarm and has gave us
this really nice robust response
with all the different steps,
that it takes to apply, rewards
towards a reservation.
And so that's how you can use topics
to guide the copilot
with really clear instructions
and design actions to solve any use case.
But wait, there's more.
We have
one final thing to talk about,
which is our roadmap.
And we have a lot of really exciting
features coming throughout the summer.
across all of our teams.
We're really busy, you know, shipping
more standard out of the box actions for
you across all the clouds
and then building in
even more capabilities into our platform.
So that was my last topic.
Gillian, what was your favorite
copilot topic that you saw today?
Well, again, you make me hungry when you
talk about restaurant reservations.
I don't eat enough breakfast this morning,
but no, that was great.
I mean, I love seeing copilot in action.
And I think especially from an admin
perspective, it really unlocks
so many capabilities to drive efficiency
and help users be more self-serve.
I mean, it's it's really it's next level
when it comes to building apps.
Excited. Yeah.
So people are also very excited.
By the way, as a reminder, all of you
who are tuning in, please
ask your questions in the chat.
We've got our amazing product
managers here ready to answer.
Also, huge shout out to Cheryl Feldman.
I know that she is answering
a zillion questions in the chat right now,
because all of those features
that Elizabeth
you shared for her has gotten people
very excited and won't spare you.
Spare
you from trying to answer for Cheryl.
She's doing all the answering herself.
so let's actually let's start.
Angela, we've got some questions for you.
Angela,
we are going to start with a question
here, about.
Oh, here we go.
Sorry, this is a live show, guys.
I got
you have asking so many questions, but
my question sheet is very, very populated.
okay, let's talk about custom actions.
Angela can custom actions be configured
in the recommendation action tray?
Oh. Good question.
Not yet. It's coming.
probably towards
that Dreamforce of release timeframe.
because right now we only support
standard actions, but we I've heard this
a lot from feedback at World Tours.
so yeah, we're working on that
and it's coming soon. That's great.
Again, taking action on feedback
from customers I love it, I love it.
okay, we've got another question for you.
And so this one is actually coming in
from the Salesforce
Plus chat from Vamsi, again
asking more questions.
do we have anything on the roadmap
to integrate Einstein Bot
and the copilot so that bots could be more
advanced and self-learning?
Oh good question.
what copilot itself is
when we started with the bots runtime
and it's built on top of it
and obviously no different didn't markets.
but yes,
I think maybe part of the question is,
you know, are we incorporating something
like the chat bot
like features or functionality?
And the answer is yes.
So we have already in a closed pilot
with what we're calling digital channels.
and that's probably more of what people
expect from like a chat bot experience.
And then kind of going forward,
yeah, we'll continue working on know
more machine learning.
So I know what we see
a lot is still like configurations
and admins like building custom actions
and things like that.
and we wanted to provide that
configurability which is really important.
but yes, as long as, as we continue moving
on, we're like building in
more AI based recommendations,
and more machine learning
so that you don't have to spend
as much time configuring things.
And I love that as I configured builder.
That's like music to
everybody. Yes. Right. Yeah.
okay.
Another question for you.
And this is a kind of about,
you know, when to use the right thing. So
how would you think about the differences
between using topics and actions.
Yeah. So I would think about it,
as like actions
are can be assigned to multiple topics.
But your topic should be discrete enough
that, they solve one particular use case.
So we know for actions,
you know, probably across a lot of things,
you're going to have to look up a record
or, you know, look for related lists
and things like that.
So, I think, you know,
actions can be tied to multiple topics,
but topics should be pretty, you know,
focused on solving one job to be done.
Okay, I love it.
Thank you for the clarification.
we got so much love
coming in from the chat.
I'm going to do a couple more,
shout outs here.
we have let's see.
Marcella is very excited.
She says that's so needed
for multi-language users like me.
The multi-language support suite.
we have
I think Ara was talking a little bit
about Elizabeth.
Some of the things that you were sharing.
Ara says you all just saved me hours
for an initiative I'm working on.
Thank you.
and, let's see.
Oh, Betty. Betty floor is also excited.
She says Einstein copilot
recommendations are a very good incentive
for data quality efforts.
So again, good data makes AI work
so much better.
Right.
okay.
We're going to get back to questions now.
So now that you are all on the couch, I'm
going to pepper them around to all of you.
All right.
So Diana we're going to come back to you.
this question is from Chad.
He asks, do schedule flows
need to be saved as the latest version
in order to count against async limits?
Great question. The answer is yes.
You do need to have the latest version,
which I believe is 61 or somewhere
around there.
So yes you do. That's a great question.
That's right.
I know we talked about versions previous.
Right, right.
There's also some of this screenflow,
things I also recommend, but yeah,
some of the older versions of scheduled
flows were missing some other limits.
So if we backported that we can,
we could wind up in a hairy situation.
So, yeah,
we had to kind of enforce certain year
limits, which also meant
that we can relax these limits.
Okay. So that experience.
Thank you.
Thank you for the good question, Chad.
okay.
Elizabeth, we're coming to you.
Let's see here.
oh, here we go.
Elizabeth, coming to you.
So your question is, will there
what will the limit be
to the number of fields for the dynamic
highlights panel?
That's a great question.
So there is one of the eight exchange
items that's out there that we're closing
is to increase the limit
on the number of fields from 7 to 10.
And so the new limit will be ten.
I would love to hear feedback
if there is a need for a bigger limit.
I know some use cases,
such as in call centers.
You're spreading that out over a much
larger, larger amount of real estate,
and you might want to be able
to have additional details.
We'd love to hear that feedback.
And we could we evaluate that limit of.
So now I can say it's
supposed to be a highlights panel, right?
You have too much in there.
But to your point, if you got a larger
format that you're working with.
Absolutely. Yeah. Okay. Great.
thank you for explaining that.
We've got more questions coming.
okay. Diana, I'm coming back to you.
this question is from Meryl.
The question is, what does flow
check for determining the required field?
I believe it's an API.
I don't I mean, the engineers
could tell me which one, but,
there's sort of an underlying
metadata or API that's
letting us know what the required fields
are, so.
Okay.
there's, there's, there's like,
there are like the two way
API or the something API.
I can't keep track.
I do know there's discussion about this
with the engineers.
because when this was implemented back
in Process Builder, there were some bugs
found with the API and some special cases
for engineers to give you a snippet of,
you know, if it's person account,
we have to do some extra stuff.
So, there may be. Yeah.
So in general, we're going through, one
of the kind of commonly available APIs.
But that doesn't mean for every object
there isn't a little bit of,
well, person accounts are always special,
right?
Yeah. Right.
There's there's all kinds of there may be.
So yeah, if you run into anything like
that, definitely file it with support.
Let us know.
but yeah.
Thank you I appreciate that.
okay.
We again we got lots of love coming in.
I'm going to just do
a couple more shout outs here.
we and Paul is asking,
are there goggles on the trailhead store?
People want to be flow.
those goggles, came from
a very common online store.
Unaffiliated video store.
Doesn't tell me
they are not, branded
or purchased by Salesforce.
They're for just like me.
it's like, so people create your own.
But, you know,
I know I know some
I do know some fanatics out
there have also gotten similar goggles.
They are pretty readily available.
If you search for aviator
goggles on the internet, let's just say,
That's awesome.
Yeah.
Carol has some love for you.
Elizabeth.
Big thank you for required
fields on Create Records.
That is exciting.
I guess that's kind of for you, actually.
Diana. But it's for everybody.
okay,
we have more questions. So here we go.
We've got a question coming in.
Angela, this is actually coming to you.
how would you think about
how do you think about how you use.
You would use each tech and custom actions
like prompt builder versus flow
versus epic. Yeah.
well, good
that we have a flow expert here.
we were just talking about this yesterday.
How do we use flows with, copilot but,
yeah.
So I really think it just depends on
your specific use case
and then also where your data lives.
I think for data that lives
outside of the Salesforce ecosystem,
I think most people I see use apex
to bring that external data in.
and then if you already have
a lot of automations in flow and you think
a, you know, a, a chat, conversational
AI is a better way to interact with it,
then definitely use flows.
But the most powerful thing
about custom actions is that, you know,
it kind of allows you to reuse
a lot of the technology
that you've spent time
investing in and building.
and then wrapping that into a custom
action and,
and being able to use in copilot and also,
wherever your data lives.
Yeah.
Just make sure that, you're able
to call it in the right way.
And the same with Prompt Builder. Okay,
I like that.
Thank you for the explanation.
all right, Elizabeth, I'm coming to you.
how many active user access policies
can I have after it goes GA.
You know the number?
That's fine.
That's a Cheryl question,
but I believe it might be 200,
but I would double check with with Cheryl
in the chat.
Cheryl, correct us in the chat
if that's wrong.
okay.
Let's see here.
We've got more questions. More questions.
Diana, coming back to you, this is a
question about the amazing automation app.
So this is a question from Mark
on Salesforce Plus for the automation app.
I've noticed that the field to select
which record a flow is related to
is only linked to campaigns.
Will that be changing any time soon
to be linked to objects like contacts?
I don't know where that is on the roadmap.
I know, kind of a lot of the initial
driving force
for the automation app was unlocking
some things with journeys and campaigns.
So sometimes those features
come a little earlier.
so I would guess
it might be down the line, but,
I don't know exactly when or where,
some of that.
So that's going to be there's a balancing
act for that team going forward.
because there are
some pretty specific requirements
that we need to do around, campaigns.
But then there's also
the whole universe
of things that all of our flows,
could use. So.
Okay. Great. Thank you.
all right, Angela, and coming back to you,
we, let's see.
Oh, this is a good question.
Actually, it's kind of related to some of
the stuff I know Cheryl works on, but,
how does Einstein copilot on our data
access?
Invisibility. Oh, Good question.
So. And we get this a lot also,
because there's, you know, concern
that maybe a user who doesn't have access
to specific actions or data,
that, you know,
they would be able to access it
through Copilot, since we use the same one
across all of our different apps.
but, at the fundamental level, we always
will respect, user access and policy.
So whatever user permission sets or access
that you already have for each user,
we're going to respect that first.
so if they don't have access
to a service action,
they won't be able to use,
it will just, gracefully error out.
Sorry. Can't help you. Yeah.
Okay. That's good to know. Yeah.
And again, that's
kind of like the one of the big value
props of the overall Salesforce
platform, right?
It's like you build it
once you set up those accessibility
policies or, you know, whatever
the overall overarching strategy is
and it applies to everything
that you build on the platform. Right.
So excellent.
And also trust trust is very important,
especially when it comes
to all of our amazing AI features.
okay, we have some more love coming
in, Ara says.
What an amazing start to our weekend.
I agree. What an amazing
start to the weekend.
we also have,
Oh, this is first, from Saurabh.
I'm sorry if I mispronounced
your name on Salesforce.
Plus they say game changer
conditional field formatting. Wow,
love to hear that.
Also we have from Sean.
Sean says OMG multi-column sort huge.
And we've got let's say one more.
Shelly is very excited.
Shelly says yay!
Field visibility filters
based on user type.
Woohoo!
That's been the only filter I've wanted,
and I couldn't get it to work
with the existing field feature filters.
So very exciting.
I'm glad you're I'm glad you're
I'm glad you're looking forward to that.
okay, we've got more questions
coming in here.
Let's see.
Diana, I'm coming back to you.
this is another question from Vamsi.
Is there any option
to update the existing record in the flow?
If it finds the existing if it
if it finds the already existing record,
do we have the option to choose the fields
and update on the record?
I'm having
trouble following the exact
phrasing of a question is like,
is there an option to update the
existing record if it already finds that?
Yeah,
that's exactly what that feature does.
So what it does is it gives you sort
of a search or a filter, to find criteria.
And then there's 2 or 3 options
like if it finds more than one,
do you still want to do it?
and then it'll out, it'll dynamically
and then it'll take the fields
and either create them new or update them,
okay.
Based on whether it finds something.
So that's basically what the feature does.
Okay. Great. Thank you.
Hopefully if I,
if it didn't answer the exact question,
in the community
and we can follow up after. Yeah.
And again a reminder
if there's a question that
we don't get to answer during the session,
either in the chat or live,
please make sure you ask that question
in the trailblazer community,
because that's where we will have experts
standing by.
We'll make sure that you get an answer.
okay. Elizabeth, I'm coming to you.
Another question.
So this is coming from Rich on Salesforce.
Plus,
he says love the coming enhancements.
I've always wanted to freeze
the highlights panel so that the fields
always show at the top,
even when the user scrolls down the page.
Is that a possibility?
Not in the upcoming release.
And I believe there is an ideal exchange
item for that as well.
I would
love to get additional votes on that.
I do want it, and I'm just kind of testing
my memory here.
I believe there's a pinned region
page template where you may
be able to pin the top region
and have the highlights panel there.
but I haven't tested that recently.
It might be something to look into
that might be a way to get to it.
Okay, good.
Good recommendation
and good question, Rich.
Thank you for that.
okay. Got more questions.
Angela, I'm going to come to you.
you kind of hinted at this
a little bit earlier,
but can you really kind of dig into
the difference between bots and copilot?
Yeah. Great question.
and I had to think about this myself
when I first started on the copilot team.
like, let's chat about sleep.
It's just talking to you.
but what you don't see behind the scenes
is that with bots, there's someone
who's coding all of those different ways
that a conversation could go.
So if you think about the last time
you talk to a call center for,
you know, your cable company or something
like that, you're like, oh, okay.
I started out asking about my bill,
but then somehow I ended up
upgrading my service and adding cell phone
and all these other things.
And, basically someone has to go
and say like, okay, if I started billing.
And then they mentioned, maybe upgrading
and they have self-service,
then like, let's go this other way.
but with, you know, conversational AI,
you don't have to code
each and every one of those things.
It just natural it
with natural language processing,
it will understand
and then be able to interpret
all of those different rules, and then
turn that into code behind the scenes.
So it basically saves from, you know, a
builder perspective, saves a ton of time.
You don't have to think about all of those
different pathways and possibilities.
Correct. Exactly.
All that reasoning is already built it
I love that.
Yeah.
The advantage of using an Lem, right? Yes.
excellent. Okay.
We've got more questions coming in.
As a reminder, please keep your questions.
Come in here in the chat
because we are answering we've got
we've got quite
a bit of more time to go through.
So you guys are still in the hot
seat for a while?
okay. I am going to, come back to you.
Diana, let's talk
a little bit about Screenflow.
So what components in Screenflow
is support
the new read
only and disabled functionality?
I believe it's
all basic inputs and choices.
So that's if I remember what the doc said
or the notes
that I wrote to myself on that question,
I think that's the right answer.
But, if Sam or Adams in the chat,
they can correct that, or,
or we can double check that in the doc.
And I think Sam answered
that a little bit in more detail.
You listed off all of that, I think. Yeah,
I think if you log back down on Wednesday,
they add to that in more detail.
But yeah, I think it's, Yeah.
Basic input choices.
Excellent.
Thank you for that.
we have more love coming in.
so I'm just I got a
I kind of share the love.
so Grant says he's so
stoked about repeaters, which I am, too.
I think everybody is. It's worth
repeating.
It's worth repeating.
and on that note, Mark Jones again.
Thanks Mark Jones for tuning in.
he says, I honestly feel that repeaters
are within the top
five updates to flow in my entire time
since 2020.
Using it. Wow.
So Mark knows flow,
so that is quite the compliment.
That is quite the compliment.
and then we've also got some more love.
this is a different mark
says conditional tab.
Visibility is great.
So very excited about that.
And then we've got
some more love coming in.
We have
oh Leah says
Multi-column sort is on the roadmap.
Heck yes. So it's exciting.
And then we've got,
Andrea just says on LinkedIn, thanks for
watching this on LinkedIn, Andrea.
She says, thank you
all for this amazing information.
So I agree, I second that.
All right.
Let's get back to some questions here.
So let's go Angela,
I'm going to come back to you.
we talked you showed
multi-language support which by the way
great job handling live demo.
You never know what's going to happen.
Yeah I think I'm not on 61 for the end.
Yeah I was like
oh you know 58 or something.
Yeah that's okay. See.
And that's like we do it live.
Everyone does not pretend it's real.
You know? It's real.
let's talk a little bit about
which languages are going to be supported.
Yeah.
So I'm, I'm just type
I six and it's things is the.
No no, it's so French
Italian German Spanish and then Japanese.
Okay. Well, can you show us the Japanese?
Yeah. Is great.
excellent. Thank you.
Thank you for all the work
that your teams are doing to do that.
I know that really matters
to especially our global audience.
So it's wonderful.
Okay, we've got more questions
coming in here.
Okay. We've got a question.
Those actually look like questions
for Cheryl, which I'm sure she's
already answered in the chat.
let's go back to.
Oh, Angela, I'm coming
back to you again. Here we go.
what's the quickest way
to get started with Einstein?
Copilot?
well, it's actually super easy.
You just go to. Shut up.
if you have the right license.
which I can't tell you
all the details off the top of my head,
but if you have the right license,
if you go to set up,
you look for copilots,
and then you can really enable it
that way,
and then you'll be able
to access the builder.
You have all of our standard
out of the box actions.
and then go from there.
And I believe we have, quite a few trail
heads around this as well.
So, and then we have a dedicated segment
from the URL for top.
Yeah, there's a lot of AI enablement
that I know everyone's
been really rallying behind and getting.
There's also we have,
if you want to get hands on with copilot
and you don't have the opportunity,
you have the
AI now tour that that our Salesforce
developer team is running
and they're like,
I think they're going to like 15
something cities in the next month.
And so and all.
And also there is
I think all of the local user
groups are doing like
basically I made up some presentations.
You want to talk a little bit about that.
Yeah.
that's a great reminder.
So we've been doing
tDCS at our world tours.
But just in general in different cities,
we have our hands on workshops
and they have been
we get great feedback about it
because it's really 2 to 3 hours or in
person will walk through step
by step of like how to set up,
copilot as well as prompt them together
with prop builder,
because that's where you get
a lot of like, additional value.
And then and on top of that we have the,
the virtual, hands on workshops
because got so much good feedback
about it.
We want to bring it to you.
so yeah, to stay tuned.
you know,
stay on the developer page
or the admin page,
and then we'll be announcing
more of those and,
and then sign up for them
if you have the opportunity.
And I know we're having one
in a couple weeks in San Francisco
which I will be there.
And then Carlos, who is also a release
readiness live a favorite favorite
fan favorite.
So, so yeah, I know we have one in the Bay
area in the coming weeks.
That's great.
That's great. Again, lots of opportunities
to get hands on. I know it's new.
I mean, it's a lot of new stuff to learn
and it's kind of a new skill set to build.
So it's wonderful that we've got
multiple ways to to get hands on it.
It's fun. It's fun.
I mean, I like to play with things
to get to know them.
For instance, new hands on its hands ons.
The way to go.
okay. I'm going to pivot a little bit.
We have just a few minutes left,
but I want to kind of talk
bigger picture about kind of where
your product areas are going
and kind of looking,
you know, you shared a lot of roadmap,
which is wonderful.
We love that.
Again, forward looking statement
but kind of big picture
a few releases down the line.
Kind of what makes you
what are you most looking forward to
in terms
of where your product areas are going?
Like what innovations,
what big differences
do you look forward to having come
to light in the future?
Angela, I'll start with you.
yeah.
So, you know, I think where we are
with, copilot right now
where we got a lot of,
like the basics there, right?
Like summarizing and drafting an email.
I think, you know,
that's where I would categorize.
It's like we're being reactive,
like you're asking us to do something.
I think the next step is like,
okay, let's be proactive.
Like, let's give you copilot
should do some things for you that we know
based on, you know, your engagement
with it or what your use cases are.
you know, it's automatically summarizing
things and saying, hey, like,
I did this for you. Like,
do you like it? Yes or no?
and then finally,
I think
a lot of companies in a lot of other
places are thinking about this, but like,
how do we go fully autonomous?
So one of the questions earlier is like
when you're going to have more like
just automation.
And so, we're doing things on its own
and that's like longer, bigger picture
where we would want to go.
and then adding more of those,
like I am sharing learning elements,
so that we're not we're spending less time
configuring things and like that,
freeing at the time
to think more and less.
Yeah,
you know, building the details. Exactly.
And I love that.
That's great. Elizabeth,
how about you? Absolutely.
So we've been on this path
to really make sure every user
is seeing exactly what they need to see,
when they need to see it, and really
bubbling up the most important things.
As we continue further down that path,
I think we're thinking really
critically around
how do users interact with records
at a fundamental level
and like all the way down to do
they even want to like
look at a record page,
or are there different ways
that they want to be able
to bring that information
directly to them?
That's one of the things
that we're thinking about.
And then also from an admin perspective,
how can we think about,
generative leads, building pages
or giving more guidance to admins
as they're building pages to allow them
to surface the pieces of information
that's most relevant based on other orgs
and what they're doing,
and also based
on what data is available in the org.
I love that, I mean, everybody,
you can have all the greatest data
in the world unless you can see it
and work with it and access that easily.
It's kind of, you know,
what are we doing? So exactly.
That's wonderful. Thank you for sharing.
all right, Diana, give us give us
a little automation inspiration here.
I think
when I look at a lot of the features,
there's kind of an underlying theme
or bigger problem
we're tackling, which is around
kind of the growing complexity
and connectivity
of automation of what and of what people
want to do in a low code environment.
So we released a hub call out.
Now we have data transform.
So you can take in more complex data
information from external sources,
from data cloud, all of these different
things and kind of looking at automation
is then the glue to then use repeaters
and data table and those things
to display more complex data in screens
or do more behind the scenes.
So I think, when I sort of
look at our overall roadmap
or when we talk about this
kind of more strategically,
the story that I think
binds a lot of these together,
and then I'm really excited
to see what we do next.
On is, is fleshing that out.
there's a lot of kinks to that,
and there's a lot to make sure that it's
still very easy to use, which has been
one of the kind of hallmarks of flow.
But how do you introduce complexity
without exploding?
Everyone's
brain is a really fun time complexity.
But do it simple, but do today make it
easy, but do more, more power easier.
So, that kind of balance,
as we continue to grow, flow, I think, is
what's really fun about being a product
manager here and, working on it. So.
Okay, well, I want to
thank you all so much for being here.
Thank you for sharing all the amazing
innovations that your team are doing.
And also just thank you on behalf
of especially the admin community.
What you deliver makes a huge difference
in terms
of how they're able to do their job
and really serve their users
and make their companies successful.
So on behalf of everyone, thank you.
and thank you all so much for tuning in.
Now, if you have a question
that you did not get answered, please
go on over to the trailblazer community.
Ask it there.
We'll make sure you get an expert
answer as a follow up.
Now, if you want to learn more about
how to get ready for the Summer
24 release, you have amazing resources
available to you, especially as admins.
You can go to my favorite website
admin dot Salesforce.com,
where you can get everything
you need to know about Summer 24.
Now we've got even more release
readiness coming your way.
We've got one more show coming up in
just a little bit here at 11 a.m.
Pacific time with Service Cloud.
And you know, as we wrap up summer 24,
you're not going to want to miss it
because there's a lot of amazing
service innovations coming your way.
So thank you so much for tuning in.
And we'll catch
you next time in the cloud.
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Admin Preview Summer '24
Get up to speed on the latest AI innovations in App Builder, Flow, and Copilot.
Starring
- Diana JaffeSenior Director, Product Management, Salesforce
- Elizabeth MartinDirector of Product Management, Lightning Platform, Salesforce
- Angela LeSenior Director of Product Management, Agentforce, Salesforce
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