Webinar du 13 octobre 2020 du groupe Salesforce Paris Women in Tech. Plus d'info : https://trailblazercommunitygroups.com/events/details/salesforce-salesforce-women-in-tech-group-paris-france-presents-top-features-winter-21/

1. 10 of Our Favorite
Salesforce Winter ’21
Features
Webinar October, 13 , 2020
Salesforce Paris Women in Tech

3. Survey Result

4. Use case : Management of our sponsors for the purchase of goodies
Leads
Sponsoring
Offers
Account
Contacts
Opportunity
Events
Goodies

5. Section 1 : Sales management
● Optimize your LEX page performance
● Einstein Search
● Opportunity deal change highlights
● Einstein Lead Scoring
● Einstein Opportunity Scoring
Section 2 : Goodies
● Dynamic Forms & Actions
● Compact layout
● In-app guidance
Section 3 : Community
● Experience builder enhancement
● Printable views
Section 4 : Survey
● Dynamic Survey Pages
● Interactive Email Builder
Section 5 : Automatism
● Einstein Bot
● Flow Updates
Agenda

6. Section 1
Sales management

7. Analyze Your Lightning Page Performance
This functionality will allow you to have a quick view on the performance of the page
you created.
You will also have, if
possible, tip to
improve your page,
the components used
and the related lists
displayed.
https://www.loom.com/share/0b1fe59ea2d74faf837709213c9f830d
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_forcecom_lab_page_analysis.htm

8. Einstein Search : Personalization & other Features
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_search_ai_parent.htm
Personnalized
search in GA
Natural Language
(Beta)
List Views
(Beta)
Up to 10 fields
(search layout)
Beta
Record Actions
(Beta)
Related Lists
quick links
(Beta)

9. Find Changed Deals at a Glance
Available in
Unlimited Edition
Highlights of Amount
and Close Date changes
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_sales_features_core_opportunities_deal_motion.htm

10. Enable Einstein Lead Scoring with Less Data
https://www.loom.com/share/89414a64d29248faa0f87910f0e8894c
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_sales_einstein_els.htm
Previously :
minimum 1000 new leads
and 120 lead conversions
in the previous 6 months.
Now :
no restrictions
Available in :
Enterprise, Performance,
and Unlimited editions

11. Optimize the Opportunity Scoring Model
https://www.loom.com/share/cb60f5a6fb954af8a7348f2cbb121271
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_sales_einstein_opportunity_scoring.htm
Previously :
All opportunities included
Now :
Filter opportunities that
meet certain conditions.
Available in :
Enterprise, Performance,
and Unlimited editions

12. Section 2
The Goodies

13. Dynamic Forms & Actions
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_forcecom_lab_dynamic_forms_ga.htm
https://www.salesforceben.com/salesforce-dynamic-actions-overview/
https://www.salesforceben.com/salesforce-dynamic-forms-overview-deep-dive-tutorial/

14. Dynamic Forms & Actions
Dynamic forms allow you to create mini-page layouts that can be placed anywhere
using the Lightning App Builder;
In a similar fashion, Dynamic Actions allow you to show/hide actions based on the user
viewing the page, for a cleaner user experience.
https://www.loom.com/share/e7914ccc5cf84bf092deb7f087235cc9
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_forcecom_lab_dynamic_forms_ga.htm
https://www.salesforceben.com/salesforce-dynamic-actions-overview/
https://www.salesforceben.com/salesforce-dynamic-forms-overview-deep-dive-tutorial/

15. Compact layout : See More Record Info in Highlights Panels
Display the First 7 Fields in a Highlights
Panel on a Record Page.
Previously, you could only show first 5
from the compact page layout.
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_lex_highlights_panel.htm
https://www.loom.com/share/9dbedeae19b84b1ea7b3bf5ae44eec86

16. In-App Guidance
● Add in-app guidance to more places in your apps.
● Use custom theme colors to make your in-app guidance stand out.
● Easily share direct links to in-app guidance.
● And show more custom resources in the Help Menu.
Tips
Salesforce recommends floating prompts for most walkthrough steps. Docked prompts are
reserved for the final step to include additional information and calls to action.
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_lex_optimize.htm
https://www.loom.com/share/acd29b29418f4034931a954236fdc37f

17. USER INTERACTION FLOATING PROMPT DOCKED PROMPT WALKTHROUGH
User didn’t click a button Show the prompt again. Show the prompt again. Show the walkthrough again.
User clicked the X to close the
prompt
Show the prompt again.
● If there’s no action
button, stop showing
the prompt.
● If there’s an action
button, show the
prompt again.
Show the walkthrough again.
User clicked the dismiss button
● If there’s only a dismiss
button, stop showing
the prompt.
● If there’s a dismiss
button and action
button, show the
prompt again.
Not applicable. This type of
prompt doesn’t have a dismiss
button.
Show the walkthrough again.
User clicked the action button
(prompt) or action link
(walkthrough)
Stop showing the prompt. Stop showing the prompt. Stop showing the walkthrough.
User clicked the finish button Not applicable for prompts. Not applicable for prompts. Stop showing the walkthrough.
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_lex_optimize.htm

18. Section 3
The Community

19. Audiences with Record-Based Criteria
https://www.loom.com/share/3603905b96854acc9522fb3ca2c7d1ba
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_networks_record_based_criteria.htm

20. Community Record Details and Lists Printable View
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_networks_printable_view.htm

21. Section 4
The Survey

22. Display Survey Pages Based on Your Data
Define the pages to
show you customers
based on criteria and
rules you define.
Create a custom page
to display depending
on the values your
customer enters.
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_general_survey_merge_field_branching.h
tm?edition=&impact=

23. Interactive Email Builder
This builder allows you to create email template without necessarily using HTML.
Have a preview
of your email
and apply changes
in real time.
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_sales_productivity_email_ETB.htm
https://www.loom.com/share/effa013d89bf4416b9ada873cf3b7c19

24. Section 5
Automation

25. Jumpstart Bot Building with Bots Guided Setup Updates
https://www.loom.com/share/b90864b365684e43ac08526a0f79dcae
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_einstein_bots_template.htm
Salesforce orgs with both Service
Cloud and Chat user licenses

26. Flow Update
This release includes Flows that can now handle deletions, condition de
lancement ( filtre) , debug flows as a specific user, auto flow layouts, decision
split .
Check out Tim’s post to get a deeper dive into some of these features.
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_forcecom_flow_fbuilder.htm

27. Use case : Send email when goodies is deleted ( flow trigger on delete )
● Debug as user
● Visual Debugging for Autolaunched Flows
https://www.loom.com/share/0bcf7d65492a46db9032a06aac54a599
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_forcecom_flow_fbuilder.htm

28. Use case : Send Email Notification When a Goodies is deleted
● Flow Canvas ‘Autolayout Mode’
● Trigger on Delete
● Universal ‘OR’ and ‘Custom Condition Logic’
https://www.loom.com/share/6228353a06504f7f9de4ad560d47637c
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/rn_forcecom_flow_fbuilder.htm

29. Salesforce Paris Women in Tech
http://bit.ly/sfpariswit
paris-fr-wit@trailblazercgl.com
Suivez-nous sur les réseaux sociaux @sfpariswit

31. Prochains Events

32. Sources
https://intellipaat.com/blog/tutorial/salesforce-tutorial/triggers-in-salesforce/
https://releasenotes.docs.salesforce.com/en-us/winter21/release-notes/salesforce_release_notes.htm
https://unofficialsf.com/winter-21-flow-preview/

33. Quiz time !
But first a quick poll : http://bit.ly/winter21poll

34. Les démos que vous avez préférées

35. Les gagnants de notre concours