Whether you’re a Salesforce Admin, Consultant, or Developer, it’s important to stay up to date with the new products and functionalities detailed in Salesforce releases.
However, at a time when Salesforce is rapidly acquiring new businesses it is more crucial than ever to stay up to date.
As an organization, Salesforce have always paid close attention to the pain points and requirements of users, and are constantly evolving their platform to improve user experience. They do this in batches of three, known as the release cycles, which happen in the Spring, Summer, and Winter.
Typically, Salesforce will provide guidance on what a release will look like 3 to 4 months in advance of the final release, in the form of a rather hefty document (usually around 500 pages). Of course, not everyone has the time to take this in cover-to-cover.
That’s why we’ve put together a comprehensive summary of the 2021 Salesforce Spring Release, to help you understand any changes in the new release, and how they could impact your day-to-day work.
Key Changes in the 2021 Salesforce Spring Release
Lightning Page Performance
Lightning Page Performance came about in the previous release (Winter 2020), and offered a high-level overview of page loading times. New changes allow users to analyse Lightning Pages with a view to optimising their performance, including a breakdown of the performance of each different component.
For obvious reasons, Salesforce has been looking to supercharge meetings this year. With the aim of making it as easy as possible for users to transition from meeting to meeting.
To that end they have released some updates for the service. Including a summary of meetings to attend, as well as link opportunities, tasks, activities, and meetings insights. This is all held in one simple dashboard, which means no more painstaking notes!
Flows are becoming increasingly more powerful in Salesforce. With the Spring Release the name of Lightning Flow has now officially become Salesforce Flow. On top of this, Salesforce users can now; schedule time based flow actions, view multi-column support when building Flows, compare old and new values, and send emails in Rich Text, as well as plain text.
In particular, multi-column support is a series upgrade for users. This means you’ll have a lot more versatility when you’re building screen flows, which will look great for your brand.
Finally, whether you’re an Admin, Developer, Champion, or beyond, from February next year access to all Salesforce products will require multi-factor authentication. After a year of remote working, where security has become a greater issue, this change makes sense.
Fortunately, Salesforce users can now roll-out this feature with a variety of options and requirements.
Here’s a fun fact, the Salesforce analytics tool Einstein has made 80+ billion predictions to date! Clearly this is a popular aspect of Salesforce with users (despite being an expensive tool initially).
Prior to this release, users had to have at least 200 opportunities closed in order to make predictions with Einstein. As part of the Spring Release, a Global Scoring Model is now available for smaller businesses using Einstein.
Reports, Dashboards & Exporting
For users who deal with reports (probably every single business out there using Salesforce!), there are now multi-select fields you can use to customise reports. When you’ve finished customising your reports, you can now export them as an .xlsx (as well as the usual .xls and .csv formats). This will be incredibly useful in reducing report file sizes.
Plus, if you want your users to stop exporting in any excel format, you can tweak the permissions for exporting in your LEX Reports and Dashboard settings.
A powerful new opportunity for Salesforce aficionados allows users to create personalised, in-app guidance to help guide end-users through their product.
Salesforce users have the option to choose where they want their guidance to appear, for instance your homepage or on a lander. They can also choose how it appears, for instance is it floating or embedded? There are also several other customizations available, including colour, size, etc.
Users can also choose the type of guidance, for instance do you want a single prompt or a walkthrough?
Note: At the moment, walkthroughs are only available for users who have bought myTrailhead.