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  • Tag: Salesforce Spring21 Pre-Release Org

    • Top Ten Gems of Salesforce Lightning Experience Spring’21 Release!

      Posted at 7:24 AM by Rakesh Gupta, on December 28, 2020

      With each new release, Salesforce is adding tons of new functionalities to Lightning Experience. Which make you more productive and help you to provide a better customer experience. 

      Currently, the Spring’21 release is under the pre-release program. On the and 08th & 09th of January, Sandboxes will be upgraded, as a result, your organization will get the look and feel of Spring’21 release.  In case you have not read the entire 491 pages of Salesforce Spring’21 release notes, check out the Spring’21 release quick summary written by me.

      I combed through the release notes and highlighted the most exciting, interesting, and useful Lightning Experience features. Since Lightning Experience is getting faster and better with every release, it was a challenge to stop at just ten! To kick things off, here is my take on the coolest Lightning features from the Spring’21 release. 

      1. Use Lightning Email Templates in Salesforce Automations:- Now use Lightning email templates—including Email Template Builder email templates—in Salesforce automation, including email alerts, Flow, Workflow, Process Builder, Approval Processes, and more. For example, you can set up an email alert that sends an email to users about something that’s happened and includes a Lightning email template with the email alert. Previously, when you set up an email alert you used Salesforce Classic email templates only. 
      2. Analyze Performance For Lightning Pages Viewed on a Phone and Desktop:- Performance Analysis in App Builder now assesses record page performance for the phone and desktop form factor. New tabs in the Page Analysis window give you separate results for a Lightning record page when it loads on a desktop and on a phone so you can design your page for optimal performance on both. Read the rest of this entry!
      Posted in Spring'21 Release | 0 Comments | Tagged Add Images to In-App Guidance, Analyze Performance For Lightning Pages, Distribute Lightning Email Templates with Packaging and Change Sets, Dynamic Actions:, Email Bounce in Lightning Experience, Enable Einstein Opportunity Scoring with Less Data, Lightning Experience Spring21, Lightning Experience Spring21 Release, Lightning Experience Spring21 Release Summary, Make Sure Emails Get Delivered with Soft Bounce Email Handling, manual sharing, Manual Sharing in Lightning Experience, Manual Sharing Record in Lightning Experience, Salesforce Spring21 Pre-Release Org, Salesforce Spring21 Release, Save Dashboard Results with Filter URL Parameters, Spring21 Lightning Experience, Sreamline Report Creation with Multi-Field Selection, Track Accounts as Campaign Members (Beta), Use Lightning Email Templates in Approval process, Use Lightning Email Templates in Flow, Use Lightning Email Templates in Lightning Flow, Use Lightning Email Templates in Process Builder, Use Lightning Email Templates in Workflow Rule
    • Salesforce Spring’21 Release Quick Summary

      Posted at 8:13 PM by Rakesh Gupta, on December 20, 2020

      Currently, the Spring’21 release is available under the pre-release program. On the and 08th & 09th of January, Sandboxes will be upgraded, as a result, your organization will get the look and feel of Spring’21 release. In this release, you will find lots of new features, as well as, new enhancements related to Lightning Experience, Salesforce Flow, Lightning Web Component, Apex, Experience Cloud, Pardot, Quip, Tableau CRM, and APIs.

      For example, features like Salesforce Functions (Beta), Track Accounts as Campaign Members (Beta), Implement External Models in Your Salesforce Org (Pilot), Enable Chat Agents to Respond in One of 16 Languages (Pilot), and Briefcase Builder (Beta), Link Calls to the Right Contact Record (Beta) is now available in Lightning Experience. 

      Also, check out these beta and pilot features: 

      1. Use SQL with Tableau CRM Direct Data (Beta): – To extend analysis on your Snowflake data and uncover more insights, you can now run SQL queries on live datasets. Write SQL queries to calculate common business cases such as Cost to Revenue Ratio, apply advanced sorting to your data, and work with windowing function formulas.
      2. Find Answers Fast with Article Answers (Pilot): – When your customer asks a question, Article Answers delivers a recommended answer from a knowledge article if it’s unable to match for intent. You can adjust Article Answers to fit your company’s voice, fields, and knowledge categories. Prebuilt feedback capturing with event logging collects article feedback from your customers in real-time.
      3. Bring the Trailhead Learning Experience Inside the App (Beta): – With In-App Learning with Trailhead, enhance your training program by making learning easily accessible to users right where they work. Admins or designated trainers customize a learning panel by selecting public or myTrailhead modules. Choose where the modules appear and assign them to specific users or public groups to match the learning to the context where users encounter it. Enable your Trailblazers to read modules, take quizzes, and earn badges in their flow of work.
      4. Supercharge the Template Bot with the Pre-Built Intent Model (Beta): – The Template Bot is even smarter with included intent data. Now, your bot can build a model in the background, allowing the bot to process customer inputs right away. Plus, a new behind-the-scenes guide gives a detailed view of each component so you can learn to build a great bot experience. Read the rest of this entry!
      Posted in Salesforce Release, Spring'21 Release | 5 Comments | Tagged Accounts as Campaign Members, Add Images to In-App Guidance, Add Zoom Meeting Links to Salesforce Events, Advanced Maintenance Recurrence, Briefcase Builder, Clone Campaigns with Related Assets, Dashboard Results with Filter URL, Email-To-Case Thread ID, Embed a Survey in a Web Page, Experience Cloud Spring21, FIELDS(ALL), Lists with Customizable Actions, Opportunity Products Lookup, Opportunity Scoring with Less Data, Positions for Your Floating Prompts, Report Creation with Multi-Field Selection, Sales Cadences to Track Target Engagements, salesforce, Salesforce for Outlook Is Being Retired, Salesforce Functions, Salesforce Pre-Release Registration, salesforce release, Salesforce roles limit, Salesforce Spring21 Pre-Release Org, Salesforce Spring21 Release, Salesforce Spring’21 Release Quick Summary, Select all field SOQL, Selest all STANDARD FIELDS SOQL, Share Records with Manual Sharing, Shift Management Salesforce, SQL with Tableau CRM, Sync Custom Fields in Pardot Object Sync, Sync Prospects Safely With Cross-Business Unit Leads or Contacts, Target Specific Survey Participants Using Rules, Time Zone for the Review Appointment Page, Walkthrough Salesforce
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    • Recent Posts

      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
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    • Getting Started with Salesforce Flow – Part 27 (Want to Send an HTML Email from Salesforce Flow? Oh, yes! It can be done!)
    • Getting Started with Salesforce Flow – Part 11 (Count Number of records in a Record Collection Variable)
    • Salesforce Spring’21 Release Quick Summary
    • Getting Started with Salesforce Flow – Part 4 (Need to Redirect a User to a New Record?)
    • Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User)
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