Three times a year, Salesforce releases new products, features, and updates. Each release coincides with the seasons: winter, spring, and summer. These products and features may be in beta testing (Pilot) or have already passed beta testing and are now “generally available” (GA). Salesforce Release Notes provide an overview of new features and enhancements. These release notes can now be found as part of the Salesforce Help Documentation.
What's new in the Salesforce Summer'21 launch?
There have been many and varied improvements, and we offer you a summary of what we consider to have the greatest impact based on our experience with SkyPlanner. However, so that you don't miss anything, we recommend the Salesforce Summer '21 Release Notes.
Some critical updates
Multi-Failure Authentication (MFA) will be mandatory starting February 1, 2022. This may impact some API users. Salesforce recommends that you begin planning your MFA implementation as soon as possible.
Omni-Channel Flow (Beta) can be used to route work more brazil whatsapp lead efficiently and to the most qualified agents. Omni-Channel incorporates all of its functionalities within a Salesforce Flow.
Sharing also gets some great updates.
Workflows, with more and better features, are pointing to the eventual replacement of Process Builder.
Our selection
General improvements in Salesforce
Future Requirement to Enable Multi-Factor Authentication (MFA)
Starting February 1, 2022, all internal users logging into Salesforce will be required to use MFA at no additional cost.
Power Up Recently Viewed Lists with Customizable Actions
With performance improvements, you can now add custom actions to your Recently Viewed lists.
Track Your Active Licenses
The new Active Licenses tab allows you to monitor and track different types of licenses. Additionally, the License Metrics option helps you identify unused licenses or new licenses that may be needed.
Enable Topics for Objects in Lightning Experience Setup
A new way to organize records by “topics.” Previously only available in Classic.
Improvements in searches
Einstein Search (GA)
Smarter search powered by AI. Einstein Search is now available for general use at no additional cost. Relevant search results based on a user's activity and natural language search. Enables tasks to be performed directly from the search box. E.g. creating contacts.
Analysis: Reports and Dashboards
Update Fields from the Report Run Page with Inline Editing (Beta)
With inline editing, you can update data in reports and object records, without leaving the Report Run Page.
Customizations
Sharing
See Record Access Reasons in Lightning Experience (LEX)
Now visible directly from the “Record Sharing Hierarchy” in LEX, not just in Classic. Available in the Actions menu and in the Share window.
Control Access to Sensitive Data with Restriction Rules (Beta)
Restriction rules allow you to control what subset of records a specific group of users can see. Allow users to see only the records necessary for their work.
General settings
Save Time with Mass Actions in Split View
You can work on multiple records at once, now in a split view.
Lightning App Builder
Improve Page Performance with Custom Lightning Component Analysis
Evaluate the performance of your registration page through the analysis of the Lightning App Builder toolbar. Additionally, the analysis of “custom Lightning components” is incorporated into the results of the “Desktop Performance Analysis Card”.
Fields, profiles and permissions
Install More Custom Fields
The custom fields limit has been increased to 900 for many objects. More fields can also be installed from AppExchange.
Protect Picklist Performance
On the “picklist” settings page, 2 new options are introduced to control the limits of inactive values for “unrestricted picklists”.
Prepopulate Dependent Picklists with Default Values
You can now prepopulate a log event with default values in “dependent picklists”.
Sales
Pipeline Inspection
Gives sales teams a single view of their pipeline with key metrics, opportunities, and weekly changes in close dates, amounts, stages, and forecast categories.
Improvements associated with productivity
Email Experience: Learn More with Email Reporting
New custom “Email Messages” report to evaluate the effectiveness of your email outreach strategy.
Measure Forecasts Your Way in Lightning Experience
You can now base forecasts on custom fields of type “numeric data” and “currency,” increasing your flexibility to represent your business model with Collaborative Forecasting.
Integration with Microsoft®: Bring Salesforce and Microsoft Teams Together (GA)
Sales and service teams use Salesforce to manage customer relationships and chat and discuss topics relevant to their sales pipeline and service cases in Microsoft® Teams. Integration with Teams provides context about Salesforce records in Teams channels and eliminates the need to switch between apps.
Services
Channels
Integrate with supported telephony systems of your choice. Service Cloud Voice integration with Partner Telephony is now GA. Build custom solutions for customers with the Voice Toolkit API and Lightning web components.
Routing: Omni-Channel Flow (Beta)
Efficiently route work to the most qualified agents with Omni-Channel Flow—embodying all of Omni-Channel's functionality within a Salesforce Flow.
Security and Identity
Get More Guidance from the Multi-Factor Authentication Assistant
MFA now includes a step during its evaluation period that provides a preview of multi-factor authentication. You can enable MFA for a few trusted users, test it, and gather feedback on their experience during the rollout. Use this information to better prepare.
Updates
Convert Read Only to a Custom Profile
Allows you to edit permissions on this profile.
Development
Apex
Attach Actions to Asynchronous Apex Jobs Using Transaction Finalizers (GA)
The Transaction Finalizers feature allows you to attach actions, using the System.Finalizer interface, to asynchronous Apex jobs that use the Queueable framework. A specific use case is designing recovery actions when a queued job fails.
Flow Builder
Use ISCHANGED, ISNEW, and PRIORVALUE in Record-Triggered Flow Formulas
Record-triggered flows for new and updated records now support the ISCHANGED, ISNEW, and PRIORVALUE formula functions. Copy your Process Builder or workflow rule formulas that contain these functions into record-triggered flows.
Set a Default Value for Any Screen Component That Displays Choices
You can now set a default value using any flow resource: a log query, an action, or another component. You can also manually select a specific value from a “pick list.”
Sort and Limit Data in a Collection
You can now use the Sort Collection element to prioritize and limit your collected data. You can also limit the remaining items in the collection variable after sorting. Previously, it was not possible to reorder values. It was also difficult to separate the highest or lowest values in a collection variable and avoid hitting flow limits when looping through a large collection.
Directly Update Fields in Record-Triggered Flows
With the new “Update Records” option for “Record-Triggered Flows” you can directly update the record that triggered the flow. Previously, you set filter criteria for the triggering record with a “Decision element”, but now you can use the “Update Records” element.
Lightning Components
Create Quick Actions with Lightning Web Components (GA)
To save your users time and clicks, create a quick action that invokes a Lightning web component. On a registration page, create a screen action that displays the component in a window, or create a headless action that executes on a click.
Create Styling Hooks for Lightning Web Components
To display Styling Hooks in your custom components, use CSS custom properties. These also make your code easier to read and update.
Deploy a New Custom Label and Component Together
Deploys a new custom label and a reference to that custom label to an existing Lightning web component in a single deployment.
Salesforce summer'21 launch highlights
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