TOP 10 SALESFORCE SPRING ’22 RELEASE HIGHLIGHTS

The Salesforce Certification Exams have just switched over to Spring ’22. Aren’t we already moving into Summer ’22? That’s right. However, the exam cycles do have a shifted time frame. Salesforce learners need to be able to catch up. And here we go, if you are preparing for your Salesforce Certification Exam, make sure to familiarize yourself with the current release notes. Here are my TOP 10.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

#1 Collaborative Forecast Setup Becomes More Effective

This makes so much sense. Salesforce is combining Forecast Settings and Forecast Types into one screen. You won’t find a separate menu item for Forecast Types anymore. And that’s not all.

The Forecast Settings include a few new features, such as the display of Quota-related information. You get two new columns by default, the “Gap to Quota” and the “Pipeline Coverage”.

Tip: Enable “Show quotas” in order to see the option to enable “Show gap to quota and pipeline coverage”.

#2 Display Historical Trending on Forecast Tab

You’ll love this one for sure! You may be familiar with Historical Trending which is used to track changes on records such as Forecast Items. Historical Trending is usually used in reports to analyze such changes. However, in regards to Forecast Items, you can now enable the display of upward or downward trends on the Forecast Tab. This may even make the creation of corresponding reports redundant. #admintimesaver 👏🏻

Tip: Historical Trending is not enabled by default. Make sure to enable it first. Once it’s ready you’ll receive an email. After which Forecast Users will find respective Display Options on the Forecast Tab to choose from.

#3 Selecting The Right Report Types Becomes So Much Easier

When creating a new report from scratch, the very first thing you need to choose is the Report Type. If you get it wrong, you’ll have to start all over. 🤯 Salesforce makes this easier by showing you Recently Used Report Types.

And the best part is you can now hide Report Types which should not be used at all. This feature was already available in Salesforce Classic, and finally found its way into Lightning Experience. What took them so long? 🤔

Tip: You need to enable this feature under Reports and Dashboards Settings by ticking the checkbox “Enable Recommended Report Types”

#4 Inline Editing in Reports Gets Even Better

Similar to List Views, inline editing can be a double-edged sword. On the one side, inline editing can be very practical allowing Users to make changes right from the Report without having to open the record. On the other side though, related information might get overseen and not updated. This is being improved now. Whenever you update one field on a record that is relevant to another field on the same record, this related field will be highlighted.

Note: This feature is still in Beta and may or may not become Generally Available.

Tip: If you haven’t already, enable “Inline Editing in Reports” in the Reports and Dashboards Settings.

#5 Personal Data Protection In An Online World Becomes Even More Important

You already have all these data security and access tools available to prevent unauthorized access to specific types of data. However, there’s been a gap around User Data such as Names, Addresses, Emails, etc., especially in Experience Cloud Site Users. They should not necessarily be able to see each other’s details. Therefore, make sure to enable “Enhanced Personal Information Management” in the User Management Settings.

Note: This replaces the “Hide Personal Information” feature, which you will need to disable again if you had it turned on.

#6 Sharing Rules Become More Sophisticated

In regards to data protection, you can now include or exclude specific records which are associated with High-Volume Community Users or System Users.

Tip: By default, the Sharing Rule automatically includes these records. If this is not desired, ensure to deselect the checkbox “Include records owned by users who can’t have an assigned role”.

#7 Smarter Manage Permission Set Group Assignments with Expiration Dates

Keeping an overview of who is assigned to what Permission Set or Permission Set Group is hard enough. Permission Set Groups even allow you to add expiration dates which is awesome. You can now not only see the list of Users with an expiry date, but you can now also search and filter Users.

Note: This feature is currently in Beta, and may or may not become Generally Available.

Tip: Enable “Permission Set & Permission Set Group Assignments with Expiration Dates” in the User Management Settings in order to assign and manage expirations.

#8 Identify Sloooooowwww Record Pages

Since the introduction of Lightning Experience, Users have been complaining about slow page loads. This impacts user adoption significantly and Salesforce has already made a number of improvements around this issue. The Lightning Usage App already includes a section around “Slowest Desktop Record Pages”. However, while you are building out Lightning Record Pages, you are now automatically prompted when the system recognized pages that could run more efficiently.

No tip, just keep an eye out. 😉

#9 Our Love For Flow Is Growing

Almost no other Salesforce development tool has seen so many improvements in such a short time as the Flow Builder does. We all know by now that Flow will become your go-to automation tool and Salesforce is making sure, you won’t have such a hard time. From all the new updates, here are my Top 3:

Auto-Layout becomes Generally Available

When you create a new Flow it is automatically set to Auto-Layout. However, if you prefer, you can switch it back to Freeform. I still personally prefer Freeform because I like to see all Elements and Resources in the panel on the left. #oldhabitsdiehard However, the Auto-Layout is just perfect for Flow Newbies or if you prefer a more guided approach.

Use Flow Trigger Explorer to see all Flows associated to a specific Object

One of the issues with having too many automation tools is that you don’t really know what automation is already in place for one particular Object.

The Flow Trigger Explorer has been put in place to take some of that guesswork out. Of course, it can only look at Flows, but for Record-Triggered Flows, it shows you if there are other Flows already in place for the same Object. Almost too good to be true, but it’s right there. 😉

No tip, just click on “Open Flow Trigger Explorer…”.

Determine Run Order of Record-Triggered Flows

How do you know which Flow runs first when you have multiple Flows for the same Object? Good question. Problem solved with the “Trigger Order” field which you can determine when you save a Flow. If the Flow was saved already, just go to the Flow Properties.

Note: The Flows must use the same trigger, either before-save or after-save.

And there’s heaps more. Make sure to check out the other Flow updates too.

#10 Convert Workflow Rules to Flow

A little warning first: Don’t try this one in a real Production Org, test this out in a Sandbox or Developer Org first! Plus, this is currently in Beta and may require fine-tuning. However, it’s certainly worth giving it a go.

It’s time we face it: Workflow Rules and Processes are going to be retired. While they will still be around for another (probably long) while, you won’t be able to create new ones anymore. You will only be able to edit existing ones. This means, you still need to know how Workflow Rules and Processes work. But, you will also need to learn more about Flow and how to migrate Workflow Rules and Processes to Flow Builder. Salesforce is starting to provide you with migration tools. Here’s one for Workflow Rules:

You will find a new Setup menu item “Migrate to Flow”. Select the Rules you wish to migrate and the system will do the work for you. Once the migration is completed, you will be able to test the functionality in Flow Builder. Voila!

There are so many more features to explore. Go check them out and remember you can earn points for learning all about them: Spring ’22 Release Highlights

Let us know in the comments which features you enjoy the most. We’d love to hear from you!

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

TOP 10 SALESFORCE WINTER’22 RELEASE HIGHLIGHTS

The Salesforce Certification Exams have just switched over to Winter ’22. That’s right! Even though all Salesforce Orgs are already well into the Winter ’22 release cycle, the Salesforce Certification Exam cycles follow a slightly shifted time frame to give you a chance to catch up.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

The Salesforce Certification Exams have just switched over to Winter ’22. That’s right! Even though all  Salesforce Orgs are already well into the Winter ’22 release cycle, the Salesforce Certification Exam cycles follow a slightly shifted time frame to give you a chance to catch up.

Whether or not you are planning to get a Salesforce Certification, keeping up-to-date on the latest Salesforce features gives you a competitive advantage. Let’s get to know the TOP 10 Salesforce Release Highlights that we believe are most important to YOU:

#1 Flow Builder becomes less scary

For many Admins or Salesforce beginners, Flow Builder can feel very overwhelming. But, it really doesn’t have to be. As with everything, it just needs time and practice for you to become confident. Plus, Salesforce is adding more and more click-not-code features into Flow Builder with every release, truly making Flow Builder so much easier to work with.

Developing Flow Builder is one of Salesforce’s priority items. Please note that you still need to be familiar with Workflow Rules and Process Builder because many Salesforce Customers have many of those in place. Check out my article on Why You Should Still Learn Workflow Rules and Process Builder.

And because Flow Builder is a priority, there are so many exciting updates, here is a list of some of my favorites:

Subflow Element in Record-Triggered Flow

Rollback Pending Record Changes When A Flow Element Fails

Outbound Message Available for Record-Triggered Flow

Avoid Creating Incompatible Resources from Choice Components

Choose More Options When You Debug a Flow

#2 Manage Record Access with Restriction Rules

The Record Sharing Model consists of Org-Wide Defaults, Role Hierarchy, Sharing Rules, Team and Manual Sharing. You will now have another tool at your hands to manage any remaining exemptions with Restriction Rules. Restriction Rules were previously in Beta and have now become generally available which is awesome.

While your baseline Record Sharing Model pretty much opens up access to records, restriction rules take away access. It’s like setting a filter criteria to display only selected records of those that a User already had access to.

Tip: Restriction Rules are currently only available for custom objects, contracts, tasks and events.

Source: help.salesforce.com

#3 Use Session Activation for entire Permission Set Groups

This feature was only available for individual Permission Sets and can now be used for entire Permission Set Groups. Permission Set Groups are used to allow assigned Users to complete very specific tasks. Access to these permissions can be limited to pre-defined sessions like a certain time frame during a workday. This is typically applied when highly sensitive data is involved.

No Tip, just use it. 😉

Source: help.salesforce.com

#4 Permission Set Groups assignments with Expiration Dates

I can’t believe it’s finally here, even though it’s currently in Beta. So let’s hope it stays for good. Managing the many Profiles and Permission Sets plus Permission Set Groups is hard enough, but removing permissions when no longer needed just adds to the pile. You can now have permissions sort of remove themselves by setting an expiration date. It can be used for both individual Permission Sets or entire Permission Set Groups. Once enabled you’ll find another button at the top. Go check it out!

Tip: Must be enabled in Setup under User Management Settings.

Source: welearnsalesforce.com

#5 Einstein Search is now available by default

With each release, Salesforce’s own AI tool Einstein becomes even smarter. One of which is Einstein Search. It has been available for a while though but now it’s turned on by default, and most importantly, at no extra cost. Einstein Search supports three key features: Personalization, Natural Language Search and Recommended Results.

Tip: Einstein Search features can be enabled/disabled in the Setup under Einstein Search Settings. Note: Developer Orgs/Trailhead Playgrounds are not supported.

Source: help.salesforce.com

#6 Gauge Charts in Dashboards respond dynamically

Charts used in Dashboards reference the data of the underlying report. However, when you apply a Gauge Chart the KPIs you wish to track against the data in the report, need to be defined manually. Therefore, the targets stay static. With the new ‘Dynamic Gauge Chart’ feature, you can make the entire Gauge Chart respond dynamically based on the filter criteria specified in the underlying report.

Note: This feature is currently in Beta and may not become generally available.

Tip: In order to make use of the Dynamic Gauge Chart, you need to enable this feature in the Setup under Reports and Dashboards Settings.

Source: help.salesforce.com

#7 Even more Inline Editing in your Reports

Not sure why this is in Beta, Inline Editing in Reports is not new but is being improved. I guess Salesforce is still finetuning its capabilities. With this release, Users can even inline edit date, picklist or lookup type of fields (not all but most of them 😉).

Tip: Inline Editing must be enabled in Setup under Reports and Dashboards Settings.

Source: help.salesforce.com

#8 Expand Your Collaborative Forecasts

Forecasting becomes more flexible. Salesforce has added a new category called “Most Likely” which sits in-between Commit and Best Case.

Tip: In Object Manager, select Opportunities and open the field ‘Forecast Category’. Note: You can label the field with any name you like, however it won’t match the category and can confuse yourself and the Forecast Users. And don’t forget to match relevant Opportunity Stages to this new Forecast Category!

Source: help.salesforce.com

#9 Territory Assignments Rules run on selected Accounts only

Territory Assignment Rules typically run through all your Accounts which can take a fair amount of time. No more! You now have the option to choose a subset of Accounts only.

No tip, just enjoy the new pop-up when you click the Run Assignment Rules button.

Source: help.salesforce.com

#10 Change the Sort Order of Upcoming and Overdue Activities

This may not be as exciting for Admins as it may be for Users. This one is a great addition for any Sales or other User who relies on Task and Event management. Salesforce has added an option to sort the list of Upcoming and Overdue Activities by oldest or newest.

No tip, just use it.  😉

Source: help.salesforce.com

There are so many more features to explore. Go check them out and remember you can earn points for learning all about them: Winter ’22 Release Highlights

Let us know in the comments which feature you enjoy the most. We’d love to hear from you!

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up for our FREE 21-Day Salesforce Beginners Challenge.

Should you still learn Workflow Rules and Process Builder?

Salesforce has announced they will no longer develop and even deprecate Workflow Rules and Process Builder entirely. But, what does this mean for you? Here is what you need to know about what’s going to happen.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

During Salesforce’s super event Dreamforce 2021, they have announced they will no longer develop Workflow Rules and Process Builder. 🤯 They are even planning to deprecate these two tools entirely. All their future development efforts will be all-in on Flow Builder.

Now let’s all take a deep breath. 🧘🏻‍♀️ You don’t have to freak out just yet, or ever. Salesforce knows that many of their customers have hundreds if not thousands of Workflow Rules and Process Builders in place. Moving everything over into Flow is not going to happen over night.

In this blog article, we will discuss the following:

  • What is going to happen?
  • What does this mean for you as a Salesforce Administrator?
  • How do you deepen your Salesforce Automation Knowledge?
  • Learn Workflow Rules
  • Learn Process Builder
  • Learn Flow Builder

What is going to happen?

Patrick Stokes, GM Platform of Salesforce, has announced the following pre-liminary timeline. This is an early announcement and may be changed (Safe Harbor):

  • Spring ’22 release (version 236): Provide Workflow migration tool
  • Summer ’22 release (version 238): Provide Process Builder migration tool
  • Winter ’23 release (version 240): You will no longer be able to create new Workflow Rules or Process Builders. BUT… you will be able to edit old existing ones.
Source: https://www.salesforce.com/plus/experience/Dreamforce_2021/series/Admin/episode/episode-15 (Go to 25:21 minutes to hear it for yourself)

All of this means, every Salesforce Administrator or other User who is involved in creating and managing automation tools like Workflow Rules and Process Builders, needs to know what each tool is and how it is set up. Because… you will need to be able to update and maintain them at the very least. Existing Workflows and Processes will be around for another while.

Even though the migration tools will be made available, it’s yet to see how reliable these are and how well they are going to work. If the company you are or will be working for, uses many complex Workflow Rules or Process Builders, the migration might not be as simple as running a migration tool. The more complex their Workflows or Processes are, the more time and budget will be required to perform the migration.

Now, what does this mean for you as a Salesforce Administrator?

First of all, no need to panic. You still have plenty of time! 😅 You have time to skill up and learn Workflow Rules, Process Builder as well as Flow Builder, unless you are already familiar and confident using each.

These tools are not rocket science, which means everyone can learn them. While Flow Builder is the most complex of the three, which may make you want to bang your head against a wall, Salesforce is also making it much more easy to use. Phew! With each new release they have and will be implementing more and more ready-to-use features into Flow Builder removing the need to use any code.

This means, Flow Builder will become really easy and most importantly fun to use. You’ll see, once you get started using it, it’s amazing what you can do with it.

How do you deepen your Salesforce Automation Knowledge?

Below are two options for you. One, if you are new to Salesforce, and another, if you are already experienced.

In case you are rather new to the whole Salesforce Administration world, you will need to learn your basics first. With the basic knowledge and skills, it’ll make it much easier to understand how automation tools like Workflow Rules, Process Builder and Flow Builder as well as many others, impact business processes managed through Salesforce’s user interface. These are very powerful tools and want to be set up in the right way, in the right context of the everyday Salesforce user experience.

Therefore, if you are a newbie, head over to Trailhead and learn all things Salesforce Administrator. We’ve put together a comprehensive Trailmix for you. It’s based on the official Salesforce Certified Administrator Exam Guide, however we’ve filled some gaps and added a little more logic to the order.

For those of you who prefer a bit more guidance, we have even collated everything into a well-structured easy to follow Salesforce Administrator Certification Video Course. It includes all the fundamental features and functionalities of the Salesforce platform including Workflow Rules, Process Builder and Flow Builder.

Source: https://www.welearnsalesforce.com/bundles/salesforce-administrator-certification-course

If you are already experienced and maybe even hold the Salesforce Administrator Credential, you may also want to consider refreshing your knowledge and dive deeper into advanced topics. Our Salesforce Advanced Administrator Certification Course would be the perfect addition for you.

However, if you really just want to skill up on Workflow Rules, Process Builder and Flow Builder, then you can simply focus your learning efforts on these recommended learning resources:

Learn Workflow Rules

Workflow Rules haven’t been receiving much love from Salesforce for a while. So you won’t find anything on Trailhead. But there’s plenty of resources available on Salesforce Help, plus they are pretty easy to set up:

Salesforce Help | Create a Workflow Rule

Learn Process Builder

Did you know that Process Builder actually uses Flow under the hood? Meaning Flow Builder has been around for much longer but used to be rather complex to be set up. Process Builder has a very intuitive user interface, and with Flow Builder receiving so many awesome upgrades, the transition to Flow Builder won’t be too hard. Here’s a nice Trailhead Project for you:

Trailhead | Automate with Process Builder

Learn Flow Builder

No need to be scared of Flow Builder. It will indeed require a bit more practice and patience. But it’s the most powerful of the three with the most capabilities. Here’s a great Trailhead Module for you to get started with Flow:

Trailhead | Flow Builder

What do you think about Salesforce removing Workflow Rules and Process Builder? We’d love to hear your feedback in the comments.

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

TOP 10 SALESFORCE SUMMER’21 RELEASE HIGHLIGHTS

The Salesforce Certification Exams have just switched over to Summer ’21. While you might already get excited about the Winter ’22 features, make sure to get familiar with the release highlights of the current Summer ’21 release.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

The Salesforce Certification Exams have just switched over to Summer ’21. What? Isn’t everyone already talking about Winter ’22? That’s right. However, we’re still in Summer ’21. The Salesforce Certification Exam cycles follow a slightly shifted time frame to give you a chance to catch up.

Whether or not you are planning to get certified, keeping up-to-date on the latest Salesforce features gives you a competitive advantage.

At WeLearnSalesforce we follow a declarative-first development approach which is in-line with what Salesforce recommends. It’s therefore with great excitement to see that Salesforce are adding more and more click-not-code functionality.

Here are my TOP 10 Summer ’21 favorites:

#1 Enable Topics for Objects in Lightning Experience Setup

Not only does Salesforce focus on integrating more click-not-code features, they also focus on providing the necessary productivity tools. Some of these tools already existed in the old Salesforce Classic interface and were loved by many, but haven’t gotten transferred over into Lightning. This included ‘Topics for Objects’ which is now available in Lightning Experience too. One less item to cross off your ‘Switch-to-Classic-items’ list.

Tip: Enable ‘Topics for Objects’ from Setup, then add ‘Topic’ component to Lightning Record Pages

Source: trailhead.salesforce.com
Source: trailhead.salesforce.com

#2 Power Up Recently Viewed Lists with Customizable Actions

There wasn’t much you could do with ‘Recently Viewed’ List Views apart from seeing a list of recent records. It’s now being recognized as a fully worthy list view and also allows Custom Actions to be made available.

Tip: From the Object Manager, select ‘Search Layouts for Salesforce Classic’ in order to manage which buttons appear on List Views. Even though it says Classic, it applies to Lightning Experience too. 😉

Source: help.salesforce.com

#3 Inline Editing in Reports (BETA)

For those Salesforce End Users who have been using inline editing on List Views, they will love this feature being available from within Reports too. Previously, you were able to include the record ID in the report to allow Users to open a record in a separate window for editing. This is no longer necessary. Just make updates right in the Report viewer.

Tip: This is currently in BETA. While you don’t necessarily need to contact Salesforce to use features in BETA, for this one though you will.

Source: help.salesforce.com

#4 Auto Add Fields to Custom Report Types

You might have noticed a new checkbox ‘Auto add to custom report type’ when creating Custom Fields. In organizations where you work with tons of Custom Report Types, this feature is super handy to have.

Tip: It’s pre-selected by default, which I personally think is a little too pro-active of Salesforce. You may have Custom Report Types where you do not want to add the field to, so you have to remember to deselect this checkbox.

Source: welearnsalesforce.com

#5 Download a Dashboard Image

You can now download an image of an entire Dashboard, not just an individual Dashboard component. This is a great addition and perfect to use in PowerPoint presentations or any other place.

No tip. Just use it. 🙂

Source: help.salesforce.com

#6 See Record Access Reasons

Have you been using the Sharing button in Classic? Not only is the Sharing button now natively available for many Objects in Lightning Experience, you can now also see the Sharing Hierarchy. You can choose to view the access shares using the ‘Sharing’ button or using the dedicated ‘Sharing Hierarchy’ button which Salesforce have added for your convenience. I’d say it’s one button too many but probably more intuitive to use for some.

Tip: You can see the Sharing and Sharing Hierarchy buttons when you are either the System Administrator, the Record Owner or a User in a Role above the Record Owner.

Source: welearnsalesforce.com

#7 Set Expirations for Assignments on Permissions in Permission Sets and Permission Set Groups (Beta)

Managing assignments of Permission Sets with Permission Set Groups has already been a major improvement. You can now even add an expiry date to the assignment to auto-expire the permissions. So you don’t have to worry about keeping track manually.

Tip: This is also currently in Beta. As a Customer you can opt to try this service at your own discretion.

Source: help.salesforce.com

#8 Dynamic Actions Bar for Your App Page (Pilot)

Dynamic Actions are getting even more dynamic. While you can dynamically adjust the action buttons in the Highlights Panel on Lightning Record Page, you can now add additional action items onto your record pages.

Tip: This is currently in Pilot and only available to selected customers. Enquire with your Salesforce Customer Support Rep.

Source: help.salesforce.com

#9 Build Multicolumn Screens in Flow Builder

Building meaningful Screen Flows can be so rewarding. With each release Salesforce are adding tons of new features to Flow Builder. One of which is that you can now add more than one column to your Screen elements. This not only gives you more freedom to build out Screen elements but also adapts dynamically to smaller screens like mobile devices.

Tip: Use the ‘Section’ component, add your columns, then drag other components into each column.

Source: help.salesforce.com

#10 Find Failed Flows Faster

When you have dozens or more Processes and Flows set up, you had to search your inbox to find the error emails for the ones that failed. No more tedious searching, you can now go straight to where the ‘Paused Flow Interviews’ were. This has been rename to ‘Paused and Failed Flow Interviews’.

Tip: Switch the List View selection to view either Paused or Failed Flow Interviews.

Source: welearnsalesforce.com

There are so many more features to explore. Go check them out and remember you can earn points for learning all about them: Summer ’21 Release Highlights

Let us know in the comments which features you enjoy the most. We’d love to hear from you!

WHAT ELSE…

We make learning simple with our range of well-structured Salesforce Video Tutorials, downloadable Study Workbooks and realistic Practice Exams.

And if you are brand new to the world of Salesforce, make sure to sign up to our FREE 21-Day Salesforce Beginners Challenge.

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.

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

TOP 10 SALESFORCE WINTER ’21 RELEASE HIGHLIGHTS

The Winter ’21 release cycle is in full swing. And we wouldn’t be WeLearnSalesforce if we wouldn’t encourage you to keep up-to-date on your Admin skills. And so, we want to share our favorite Winter ’21 Release Highlights with you.

Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce

It’s been an interesting year so far with a lot of changes for many of us. This includes your Salesforce career decisions and learning strategies. It’s all about keeping up with the new features and enhancements.

Earlier this year, Salesforce announced that certifications now only require one maintenance module per year. This means, you no longer have to stress about three deadlines, only one. For the curious amongst you, Salesforce will offer two optional badges three times per year so you can still keep your skills sharp during the entire year. Make sure to check the Certification Maintenance Schedule.

The Winter ’21 release cycle is in full swing. And we wouldn’t be WeLearnSalesforce if we wouldn’t encourage you to keep up-to-date on your Admin skills. And so, we want to share our favorite Winter ’21 Release Highlights with you:

#1 Email Template Builder

Designing Emails in Lightning got an exciting upgrade: the Email Template Builder. Just like the Lightning App Builder, you can drag and drop components to the Email Template layout. This makes creating Email Templates so much easier and fun too.

Tip: Create a Permission Set with the “Access Drag-and-Drop Content Builder” permission and assign to relevant Users.

WeLearnSalesforce Blog - Release Notes - Email Template Builder
Source: https://releasenotes.docs.salesforce.com/

#2 Flow Auto-Layout

Creating Flows feel scary? Well, they can seem difficult to achieve, however Salesforce is making your flow life easier with each release. One of a number of exciting flow updates is the Auto-Layout feature. Instead of using the free form layout you can switch to the new Auto-Layout and have the Flow structure itself. So you don’t have to worry about chaotic flow alignments anymore.

No Tip, just use it. 😉

WeLearnSalesforce Blog - Release Notes - Flow Auto Layout
WeLearnSalesforce Blog – Release Notes – Flow Auto Layout

#3 Dynamic Forms and Actions

These awesome new features are now generally available to everyone in most editions. With Dynamic Forms you can pretty much integrate the Lightning App Builder with your Page Layout Editor, allowing you to choose which page layout sections and fields should appear where and under what circumstances. You can add filter criteria to display relevant information when needed. And this includes Action buttons like Edit, Delete, New Task etc. that you can add to your pages dynamically as required.

Tip: You will need to migrate existing Lightning Record Pages to a Dynamic Form first, or you can create one from scratch without the need to migrate. But don’t worry, you can get help from the in-app tips window.

WeLearnSalesforce Blog - Release Notes - Dynamic Forms and Actions
Source: https://releasenotes.docs.salesforce.com/

#4 Analyze Lightning Page Performance

Loading Lightning Record Pages can feel like watching grass grow. However, there is good news. You will now find a new button in your Lighting App Builder “Analyze”. This will populate a window with an assessment of the current page and offer recommendations with improvements.

No Tip, just use it. 😉

WeLearnSalesforce Blog - Release Notes - Analyse Lightning Page Performance
Source: https://releasenotes.docs.salesforce.com/

#5 Deleted Fields

No more switching to Classic in order to access deleted fields that you want to undelete or erase or just check out. One more feature that is now fully integrated with Lightning. Woohoo!

No tip, just use it. 😉

WeLearnSalesforce Blog - Release Notes - Delete Fields
Source: https://releasenotes.docs.salesforce.com/

#6 Subscribe to Reports as Email Attachment

Finally! Users can now choose to have the report attached to the email as a file. Until now, Users were only able to view the Report as a table in the email body. This was a long awaited update.

Tip: You need to enable this feature in the Report and Dashboard Settings.

WeLearnSalesforce Blog - Release Notes - Subscribe to Reports as Email Attachment
Source: trailhead.salesforce.com

#7 Auto Add Fields to Custom Report Types

Maintaining Custom Report Types can be cumbersome if not frustrating. This includes adding new custom fields, which had to be done manually. This is over! You can now have new custom fields automatically added to your Custom Report Types. If you want to.

Tip: You need to enable this feature in the Report and Dashboard Settings.

WeLearnSalesforce Blog - Release Notes - Auto Add Fields to Custom Report Types
Source: https://releasenotes.docs.salesforce.com/

#8 Find Changed Deals

Monitoring changes to deals has only been available through Historical Trending Reports. Now, you can easily view changes to Close Dates or Amounts right from your Opportunity List or Kanban Views.

Tip: This will be available for customers with the Unlimited Edition and needs to be enabled in the Opportunity Settings.

WeLearnSalesforce Blog - Release Notes - Find Changed Deals
Source: https://releasenotes.docs.salesforce.com/

#9 Einstein Opportunity Scoring

Many Einstein features are paid, this one is no longer. Opportunity Scoring are now available to everyone. For those of you that don’t know what it is: The Opportunity Score indicates how likely a deal is to close and shows (on hover) which factors contribute to this score.

Tip: You need to turn it on in the Einstein Sales Assisted Setup.

WeLearnSalesforce Blog - Release Notes - Einstein Opportunity Scoring
Source: https://releasenotes.docs.salesforce.com/

#10 Salesforce Anywhere App

A whole new Salesforce App? Yes indeed. And it’s looking amazing. With this entirely new app, your Salesforce Users will be able to receive update notifications for changes on records. Users will also be able to access a chat window to share updates, even use video or voice messaging. And Users will be able to share links to records and take immediate actions. All from within the same window.

Tip: To integrate with your Production org and if you don’t have access yet, you can sign up with Salesforce through this form.

WeLearnSalesforce Blog - Release Notes - Salesforce Anywhere App
Source: salesforce.com/products

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 Winter ’21 Release Highlights with this Trailhead Module: https://trailhead.salesforce.com/en/content/learn/modules/winter-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