TOP 10 SALESFORCE SPRING’21 RELEASE HIGHLIGHTS

The Salesforce Spring’21 Release has arrived, most Salesforce Orgs have been updated. As always, we encourage you to keep up-to-date on the latest and greatest Salesforce features. So, here are our Top 10 Favorites.

WeLearnSalesforce Blog - TOP 10 SALESFORCE SPRING’21 RELEASE HIGHLIGHTS

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

The Spring’21 Release has arrived, most Salesforce Orgs have been updated. Your Trailhead Playgrounds are usually the last ones to receive the updates.

If you want to find out which version your Salesforce Org is on, you can go to https://status.salesforce.com, search for your Org’s instance and view the details.

Trust I Status v 
salesforce 
Search Instance, Domain, Pod, or MID 
Home 
INSTANCE 
EU18 
CURRENT STATUS 
Current Status By Service 
OVERALL SYSTEM 
CORE SERVICE 
LIVE AGENT 
HISTORY 
MAINTENANCE 
SEARCH 
Available 
ANALYTICS 
Subscribe 
Instance Details 
Version 
spring '21 Patch 7.5 
Region 
EMEA 
Maintenance Window O 
Saturdays 
2:00 PM - 6:00 PM PST 
Products 
Salesforce Services
Source: status.salesforce.com

BTW, if you are not sure which instance your Salesforce Org belongs to, check the Company Information page in the Setup.

As always, even if you don’t have to complete any maintenance modules, you should keep up-to-date on the latest and greatest Salesforce features. Make sure to check the Certification Maintenance Schedule so you don’t miss yours!

You may have seen this message across the original Release Notes page:

The Salesforce Release Notes are moving! Check them out on Salesforce Help! This website will not be accessible after July 2021. Learn more.
Source: releasenotes.docs.salesforce.com

The Release Notes are moving all the way into Salesforce Help. It’s best to bookmark the page in your browser, so you can easily find them again.

And without further ado, here are our Top 10 favorite features:

#1 Catch Potential Duplicates Before Saving

Duplicates are a pain in the b… so the good news is, Duplicate Management is getting better and better. In combination with Dynamic Forms, Users will already get an alert while they create or edit a Lightning Record Page. On other pages, Users will only get an alert after they hit the Save button.

Tip: Set up Matching and Duplicate Rules for the relevant Object.

New Favorite 
Information 
* Favorite Name 
I-bedroom 1st floor 
Contact 
Search Contacts... 
* Property 
Search Properties... 
A Similar Records Exist 
5 
Q 
Q 
This record looks like an existing record. Make 
sure to check any potential duplicate records 
Property Type 
--None-- 
Bedrooms 
--None-- 
Lot Size 
--None-- 
t Modified By 
before saving. 
View Duplicates 
For Businesses 
Cancel 
Save & New 
Save
Source: trailhead.salesforce.com
#2 Accounts can now be added as Campaign Members

Still in BETA and may not last, but for now we are super happy it’s here, and very much hope it will stay on. Accounts can finally be added as Campaign Members. This means you start planning your Marketing Campaigns using List Views and Reports based on Accounts instead of individual names which you may not have yet.

Tip: Enable Accounts as Campaign Members in the Setup.

Campaign Members 
Add Leads 
Add Contacts 
Number of Members 
2 
View All 
Add Accounts 
Manage Campaign Members 
Import Leads and Contacts 
Send List Email
Source: trailhead.salesforce.com
#3 Collaborative Forecasts adjustments now available on the Salesforce Mobile App

If you are working in a competitive sales driven environment and you are on the go most of the time, you’ve certainly had your frustrations with your Salesforce mobile access. There is one more item which has been enabled: your Forecast predictions. Some days are more productive than others and you want to be able to track your progress in real-time. Now you can adjust your Forecast numbers on the fly to the next Customer.

No tip, just use it. 😉

Forecasts 
O 
Adjust 
December FY 2020 
Jennifer Lauren 
S30K 
Left in Quota 
Quota Attained 
Quota 
Closed 
Commit Forecast 
Best Case Forecast 
Open Pipeline 
O 
Change Period 
4 
Days Left 
S100,ooo.oo 
S70,ooo.oo > 
$70,000.00 > 
$70,002.00 > 
S140,ooo.oo > 
Chatter 
Today 
Dashboards 
o 
Tasks 
Menu
Source: help.salesforce.com
#4 Opportunity Products can be referenced on other Objects too

Opportunity Products are the specific Products which are added as line items on an Opportunity, referred to as ‘OpportunityLineItem’. There wasn’t much else you could do with it. Now, you can. You can reference these OpportunityLineItems on other Objects. Let’s say you have a Shipment Object and want to reference the specific OpportunityLineItem which is being shipped, you can create a Lookup Relationship and select the Opportunity Product.

Tip: Create a Lookup Relationship field on a Custom Object and select ‘Opportunity Product’ from the Related To picklist.

Shipment 
New Relationship 
Step 2. Choose the related object 
Select the other object to which this object is related. 
Help for this Page 
Step 2
Source: trailhead.salesforce.com
#5 Convert Leads to a Business and Person Account simultaneously

This is for Salesforce Orgs that have Person Accounts enabled. When you convert a Lead and the Company field is left blank, it turns the Lead into a Person Account automatically. However, sometimes you need both the Business and Individual. Just think about bank accounts or insurance accounts where you have couples or families and you need to bundle the individuals into “Family” accounts. You can now have the converted individual Lead added to Business Account. It does require a Custom Flow though. There are new arguments made available for LeadConvert() class.

Tip: Enable the Contacts to Multiple Accounts feature if you haven’t already.

#6 Lightning Sync to be replaced with Einstein Activity Capture

We all love syncing our inbox and calendar with Salesforce, and while Lighting Sync did the job, Einstein Activity Capture is the future. And the future is arriving faster than you’d think. Hence, Lightning Sync won’t get anymore support. Einstein Activity Capture is the way to go.

Tip: Disable Lighting Sync before you enable Einstein Activity Capture. Do it carefully, you don’t want to create a mess. 😉

#7 Add Multiple Fields to Your Reports

Really? This one was a mystery to me. What Classic Reports could do so nicely long ago, Lightning Reports couldn’t. Creating Reports from scratch with Lightning was really something to get used to, if you were like me, moving from Classic to Lightning. Another milestone with Reports has been reached, you can now select multiple Fields to add to your Report.

No tip, just go for it. 😉

REPORT v 
All Opportunities 
Search all fields... 
Close Date 
Close Date (2) 
Close Month 
Opportunities 
Outline 
Groups 
E GROUP ROWS 
Add group... 
Columns 
Add column... 
Account Name 
Opportunity Name 
Y Filters 
A 
A 
A 
A 
A 
A 
A 
A 
Last Stage Change Date 
Next Step 
Stage 
Probability (%) 
Fiscal Period 
Fiscal Year 
Age 
Stage Duration 
Forecast Category 
Opportunity ID 
Last Activity 
Description 
Has Products 
Created Date 
Last Modified Date 
Private 
Primary Campaign Source 
Opportunity Owner Information (13) 
Opportunity Owner 
Owner Role 
Opportunity Owner Alias 
Stage 
# Amount 
# Probability (%) 
Close Date 
Type 
Stage 
Already Added 
Forecast Category 
Has Products 
x 
x 
x 
x 
x 
x 
x 
1 
2 
3 
4 
5 
6 
7 
8 
9 
10 
11 
12 
13 
14 
15 
16 
17 
18 
19 
20 
Previewing 
Account 
Dickensc 
United C 
Express L 
GenePoil 
Grand HC 
United C 
United C 
Grand HC 
Edge Cor 
Universit 
Pyramid 
Express L 
GenePoil 
GenePoil 
United C 
Edge Cor 
Edge Cor 
United C 
Grand HC 
United C
Source: trailhead.salesforce.com
#8 Salesforce Mobile now has a Home Page

The Home page used to be a privilege of the Desktop User Interface, and now it can be set up for the Salesforce Mobile menu as well. This is in Beta and only for iOS Users but totally worth checking it out.

Tip: Set up a Custom Attribute in the Manage Connected Apps settings for the relevant mobile app, e.g., the Salesforce for iOS.

PLATFORM TOOLS 
Apps 
App Manager 
AppExchange Marketplace 
Connected Apps 
Connected Apps OAuth 
Usage 
Manage Connected Apps 
user provisioning settings 
Enable User Provisioning 
Trusted IP Range for OAuth 
Web Server Flow 
No application-defined IP ranges 
Custom Attributes 
Action Attribute key 
Edit I Del 
New 
Attribute value 
"true"
Source: trailhead.salesforce.com
10:19 q 
Home 
My Calendar 
Today 
10:00 • 11:00 AM 
Client Meeting 
11:00 - 12:00 PM 
Roadmap sync 
All Events 
Calendars 
Is this card usefuP 
Tasks 
Upcoming 
O Call Jennifer West 
All Tasks 
New Task 
-4 
Yes 
Yes 
Accounts 
Edit 
No 
No 
Is this card usefuP 
Report 
Cynoa•gns 
Leads
Source: help.salesforce.com
#9 Standard Read Only Profile becomes a Custom Profile

Salesforce has been extending the permissions available in this Read Only Profile over time. Since it used to be a Standard Profile it was not editable. This is going to change. Salesforce will turn this into a Custom Profile. It’s never been a good idea to assign Standard Profiles to your Users anyways, unless you have signed up for a Salesforce Edition which does not support Custom Profiles. Now, this change will be automated, you don’t really have to do much. BUT, the Metadata API is changed from ‘ReadOnly’ to ‘Read Only’. Therefore, if you are referencing this in Apex code, calls, files etc. you will need to change the reference.

#10 Manual Sharing has arrived in Lightning

Yeah! This has been a handy feature in Classic already. I call this the “last resort” sharing option which you can use when a record isn’t already shared through the Role Hierarchy, Sharing Rules or other sharing settings. It allows Users to choose if and with whom they want to share a particular and possibly sensitive record.

If you wanted to use this in Lighting you had to install an app from the AppExchange and make numerous customizations to get the action button onto record pages.

Tip: The Sharing action button only appears if the Org-Wide Defaults for the Object are not already Public Read/Write.

Source: salesforce.com

Getting up-to-speed on all these exciting release features is only half as exciting if you cannot earn any points to add to your shiny Trailblazer Profile. Therefore, check out more Salesforce Spring’21 Release Highlights with this Trailhead Module:

https://trailhead.salesforce.com/en/content/learn/modules/spring-21-release-highlights

There’s so much more to explore, we can’t possibly put it all in one article. What are your favorite new features? Let us know in the comments.

WHAT ELSE…

Are you a Salesforce Beginner or want to freshen up on your Admin skills? Then check out our complete Salesforce Administrator Certification Course. It covers all the basics you need to know as a successful Salesforce professional with lots of hands-on exercises.

WeLearnSalesforce Administrator Certification Course
WeLearnSalesforce Administrator Certification Course

And if you are not sure what you know or don’t know, how about you test your knowledge with our realistic Practice Exams. You get lots of business scenarios and the results include detailed explanations and plenty of learning resources.

WeLearnSalesforce Practice Exams - Salesforce Administrator Certification
WeLearnSalesforce Practice Exams – Salesforce Administrator Certification

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