Salesforce Summer '21 Release Highlights
Quick Links
Salesforce Summer ’21 Release is scheduled to arrive in your Salesforce org the weekends of June 4th and June 11th. Once again there are numerous new features throughout the Salesforce Platform, editions, and industries. I will highlight several that should be most useful for you.
Please be very aware that February 1, 2022, Salesforce will be requiring Multi-Factor Authentication (MFA) to log into your Salesforce org. Now is the time to start making preparing to get this turned on. You will not want to wait until January to do this. I have included some details to help you with this process.
Salesforce Summer ’21 Release highlights
Download a Dashboard Image to a File.
You now have the ability to download a dashboard as a .png file so you can add the image to reports, emails or presentations. Here’s how. On the dashboard page click the drop-down arrow on the top right-hand side of the page and select Download. These changes are available in Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions.
Then you can edit/crop the image as needed.
In-App Guidance if you want to provide help for your users from within Salesforce this is great tool. New to the Summer 21 release, Salesforce is giving all orgs three custom walkthroughs for free. Prior to Summer ’21 you had to pay for this feature. This change applies to Lightning Experience in Essentials, Professional, Enterprise, Unlimited, and Developer editions. Here are some other features of In-App Guidance:
Point to Specific Elements on a Page with targeted Prompts (BETA)
Create In-App Guidance with Revised Permission Requirements
Let Users See Their Snoozed In-App Guidance When They Want
Learning Paths allows you to schedule trailhead module for your users to complete (modules with hands-on challenges are excluded from search results). You can also add myTrailhead modules (if you have purchased myTrailhead) or add URL’s, to help with training your users with Learning Paths.
In-App Learning with Trailhead was renamed to Learning Paths
Control the visibility of Learning Paths - this change applies to Lightning Experience in Developer, Professional, Enterprise, Performance, and Unlimited editions.
Keep Training on Track with Due Dates and Learning Home - This change applies to Lightning Experience in Developer, Professional, Enterprise, Performance, and Unlimited editions. myTrailhead is available to customers with Enterprise, Performance, or Unlimited editions for an extra cost.
Enhance Training and Custom Learning Items - This change applies to Lightning Experience in Developer, Professional, Enterprise, Performance, and Unlimited editions. myTrailhead is available to customers with Enterprise, Performance, or Unlimited editions for an extra cost.
Track user progress with Learning Path Reports (Beta) - This change applies to Lightning Experience in Developer, Professional, Enterprise, Performance, and Unlimited editions. myTrailhead is available to customers with Enterprise, Performance, or Unlimited editions for an extra cost.
Einstein Search is generally available in Summer ’21 with no additional cost. Einstein Search gives your users a smarter search powered by AI. This feature will need to be turned on in Setup. In Setup search for Einstein Search and select Enable Einstein Search. This is only available in Lightning Experience and all versions of the Salesforce Mobile app. There are three different selection that you can turn on which are:
Personalization: Get the most relevant search results for each user.
Actionable Instant Results: Instantly access record previews, actions, quick links, and suggested searches.
Natural Language Search: Find information using common words or phrases. This feature requires actionable instant results.
Add Accounts as Campaign Members allows you can track Accounts as Campaign Members. Before Summer 21, you could only track Leads and Contacts as campaign members. You can add accounts as campaign members from related lists and create standard and custom reports to track their engagement. Make sure this feature is turned on in Setup. This change is available in all Salesforce editions.
Add the Campaign History Related list to Account’s page layout if needed. From the Campaign History Related List click the Add to Campaign button and select the campaign to which you want to add the Account.
Click Next and select the Status and click Save.
Flow Builder is seeing a lot of new feature in Summer 2021 is seeing a lot of new features. There are many so I will just mention a few that I really like.
Multiple Columns in the Screen Component – Ability to build multi-column screens without code. You can add multiple section with up to four columns per section and the visibility can be controlled dynamically. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Multi-column screens are supported only in Lightning runtime for flows.
Use ISCHANGED in condition logic for Start Elements and Decision Elements. Now you can have record-triggered flows trigger on an update by building logic based on what changed during a record update. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Preview More Flow Screen Components - Gives admins immediate feedback about how their configuration will affect a given component and if they have chosen the right component. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Two Beta feature that will be really useful:
Place Fields from Your Salesforce Objects Directly on Flow Screen (Beta) – The ability to build screen flows faster by easily adding Salesforce object fields on to screens. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Create Scheduled Paths in Auto-Layout (Beta) – The ability to created scheduled paths while in auto-layout. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Click here for all Salesforce Summer ‘21 Release features.
