Salesforce’s Top 10 Summer 2021 Features

It’s Summertime for Salesforce

It’s that time of the year again and in case you haven’t had the chance to digest the release notes for Salesforce’s Summer ‘21, here’s an entire post to showcase our top features. As a reminder, here were the Summer release dates for 2021.

  • May 14, 2021
  • June 4, 2021
  • June 11, 2021

By the way, did you know this fun fact? Sandboxes can be refreshed to a preview sandbox anytime between June 12, 2021 and August 27, 2021! Use Salesforce’s sandbox preview guide to plan ahead for your sandboxes. 

Now, let’s get into our picks for the top 10 of the coolest upcoming features.

1. Create a Dynamic Actions Bar for Your App Page

We have an exciting Summer ‘21 release update for Dynamic Actions. Now we can easily and quickly configure a Dynamic Actions bar for standard and custom actions. We can also set the visibility for the entire Dynamic Actions bar.

2. Save Time with Mass Actions in Split View

The old days of switching back to a list view to perform mass actions are gone. You can now perform mass actions in Split views; just select all the records that you need and apply an action to all of them.

3. Update Fields from the Report Run Page with Inline Editing (Beta)

If a record is out of date while you are in report view, with the new updates and the power of inline editing, now you can update the field within a report without leaving it and the report will automatically update. Contact Salesforce support to turn on inline editing.

4. See Record Access Reasons in Lightning Experience

Record Sharing Hierarchy is now in Lightning Experience. Previously, we had to switch back to Classic to see why a user has access to a certain record. Now all you have to do is click on the Sharing Hierarchy button, click on View for the specific user and see their access details.

5. Set Expirations for Assignments on Permissions in Permission Sets and Permission Set Groups (Beta)

In this latest update, you can set an expiration date for a permission set or permission set group using the API. Just enable Permission Set Group Assignments with Expiration Dates (Beta) in User Management Settings. Then, when you assign users to a permission set group, select the expiration options that you want. You can also select no expiration date as an option.

6. Drive Sales Team Accountability with Pipeline Inspection

Pipeline Inspection gives sales teams a single view of their pipelines including key metrics, opportunities, and any changes in close dates, amounts, stages, and forecast categories. These insights can help sales teams to focus on the important deals and managers to support their reps to close more deals. When enabled, users access Pipeline Inspection from the Opportunities tab.

7. Download a Dashboard Image to a File

Do you need a dashboard for your next presentation? Download the dashboard as a PNG file and use it for your presentation or document, no more screenshots!

8. Distribute Surveys to Many Participants at a Time (Salesforce Survey)

With the new updates to the Salesforce survey tool, we can boost response rates and gather information by sending invitations to many participants in bulk. Target leads, contacts, and members of your campaign with Salesforce objects and list views.

9. Track your active licenses in the Lightning Usage App

You are now able to track your active licenses by going to Lightning Usage | Active licenses in your Production org. You can use the license metrics to decide if you need more licenses, or if there are licenses assigned to users they don’t need anymore. The data will show the most recent usage in the last 30 days.

10. Flow updates

A. Build Multi-Column Screens in Flow Builder (Generally Available)

You can divide each flow screen into multiple sections and columns to create a visually appealing and effective layout—without touching a single line of code.

B. Control Over Picklist Requiredness in Flow Screens 

For all picklist components, you can now enforce picklists as required for your screen flows. With API version 52.0 and later, you can also set up optional picklists in screen flows.

C. Find Failed Flows Faster

Skip your inbox and go straight to the new Failed Flow Interviews list view. Now, if your flows have failed interviews, you can find them all in one place. You can create a custom list view that includes paused and failed flow interviews. Previously, you clicked a link in a flow error email to start debugging a failed flow interview.

D. Debug Record Triggered Flows

In Flow Builder, you can easily set up how you want to debug a record-triggered flow. For all your record-trigger flows that make before-save and after-save updates, you can now choose a record and trigger a debug run. Previously, Flow Builder didn’t provide debugging for record-triggered flows.

E. Use Is Changed in Condition Logic for Start Elements and Decision Elements

Use the new Is Changed operator in your condition logic for Start elements and Decision elements in record-triggered flows. With the Is Changed operator, you can define conditions that check whether certain field values on the record changed in the current transaction.F. 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 rules formulas containing these functions into record-triggered flows. None of these formula functions are available in flows triggered when a record is deleted.

Be Sure to Check Out the Release Notes for Yourself

We hope you enjoyed this brief summary of our top Summer ‘21 release features. If you haven’t already, we highly encourage you to read the release notes yourself (link below) and get hands-on in a sandbox!

https://releasenotes.docs.salesforce.com/en-us/summer21/release-notes/salesforce_release_notes.htm

Is Your Org Ready for the Next Release?

At Bitwise Technology Consulting, we use a consultative approach to determine the best strategy to identify your challenges, implement appropriate solutions and enhance your systems. Need to rekindle your users’ love for Salesforce? Check out this 5-minute read. For a free consultation, click here. This post was written by Mubarak Abara, Salesforce Certified Administrator. You can find him catching up on all things Soccer, be it news or catching a game on TV.