See What’s New with Platform, Net Zero, and Revenue
Learning Objectives
After completing this unit, you’ll be able to:
- Explain how you can preview the number of records affected by a policy before execution in Privacy Center
- Describe how to retain related files and attachments separately to meet regulatory requirements
- Describe how you can monitor business-specific data using custom metrics in the Security Center
- Explain how to reduce storage costs by archiving older data in the Salesforce Archive
Privacy Center Enhancements
Platform: Security and Privacy
Now you can preview the number of records affected by a policy before it’s executed, for an additional safeguard against unexpected data loss or updates during policy execution.
Salesforce Shield Enhancements
Platform: Security and Privacy
Platform Encryption and Database Encryption allow you to transparently encrypt data at the database tier. And Platform Encryption for Data Cloud provides greater control for users managing their own encryption keys.
Security Center Enhancements
Platform: Security and Privacy
Security Center offers you enhanced flexibility and control. Custom metrics allow you to monitor data that’s unique to your business. Field-level encryption configuration and encryption settings for Data Cloud make it easier to manage encryption policies within Security Center.
Data Mask Enhancements
Platform: Security and Privacy
Create custom libraries of values (integers, text, and special characters) to replace sensitive personal identifiable information (PII) when masking, for greater data customization and support of non-English alphabets. The Data Mask UI has been redesigned to simplify the masking process and provide greater visibility into the state of PII in sandboxes. Additionally, Data Mask is now HIPAA and SOX certified.
Salesforce Archive
Platform: Security and Privacy
Salesforce Archive reduces storage costs by moving older or inactive data out of production to a less expensive, Hyperforce-based data store. Salesforce Archive supports files and attachments and has built-in functionality to move Archive policies between environments, like from sandboxes to production.
Login-Based Platform User Licenses
Platform: App Development
New, login-based platform user licenses ensure that any team, even infrequent users, can access Salesforce apps built for their business.
Data Cloud in Sandbox Environments
Platform: App Development
Now you can build, test, and deploy Data Cloud in a secure environment to ensure quality. Use Data Mask to mask Salesforce data in sandboxes to ensure data is desensitized before syncing to and from Data Cloud.
Scale Test Enhancements
Platform: App Development
Scale Center is now fully connected to Scale Test, enabling live load analysis and rapid generative AI insights from tests you run to optimize your orgs for peak loads and other high-scale scenarios.
Dynamic Highlights in App Builder
Platform: App Development
Configure fields for the highlights panel directly in App Builder and apply conditional visibility rules in the same way you do for Dynamic Forms. Fields in the Dynamic Highlights panel also support conditional field formatting.
Out-of-Region Disaster Recovery
Platform: App Development
Salesforce now can duplicate your data from its original source region to a secondary one in case of an unexpected, severe, and prolonged disruption in the primary region. Salesforce makes your data accessible in the secondary region so that you can recover operations and continue to run your business.
Information Library
Net Zero
The new Einstein AI-powered library with trusted environmental, social, and governance (ESG) information—like your organization's policies and strategies—enables you to easily collect, manage, collaborate, and approve ESG data that can be searched and reused across all ESG disclosures.
Learn more about Information Library.
ESG Reporting Workflow Enhancements
Net Zero
The new Einstein AI-powered ESG reporting workflow automates report generation, ensures that you have visibility into source data, and facilitates collaboration and approval with stakeholders.
Learn more about ESG Reporting Workflow Enhancements.
Updated ESG Report Packages
Net Zero
The out-of-the-box reporting packages for Carbon Disclosure Project, European Sustainability Requirements Standards, and Global Reporting Initiative–with updated reporting standards directives–enable your organization to effortlessly meet compliance mandates.
Invoice Management
Revenue
Automate billing for one-time and recurring charges at scale, while streamlining the interface between Salesforce and your ERP.
Learn more about Invoice Management.
Usage-Based Selling
Revenue
Seamlessly manage and customize metered usage products—from selection to post-purchase adjustments—through a flexible subscription manager.
Learn more about Usage-Based Selling.
Ramp Deals
Revenue
Provide customers more flexibility, predictability, and transparency. Structure one or more products within a quote, allowing each ramp segment to be tailored with specific quantities, discounts, and uplifts.
Quote and Order Line Groups
Revenue
Streamline proposal generation and organization. Use groups to manage quote and order lines effectively, saving time and providing customer-friendly proposals.
Learn more about Quote and Order Line Groups.
Advanced Approvals
Revenue
Automate and streamline approval processes with configurable chains, audit trails, and notifications. Simplify complex workflows for more efficient team collaboration, ensuring accurate transactions and compliance, and minimizing delays.
