Features brought by the new version of Salesforce, Spring'20. Discover all the new Lightning features as well as those associated with each cloud such as Sales Cloud and Service Cloud.
Features brought by the new version of Salesforce, Spring'20. Discover all the new Lightning features as well as those associated with each cloud such as Sales Cloud and Service Cloud.
Hybrid IT: The Importance of Integration to Salesforce SuccessDarren Cunningham
Are you struggling to integrate Salesforce with other systems? Are you looking for ways to get more from both cloud and on-premise investments? According to IDC research, “IT organizations are looking for ways to improve cloud governance and control, while also ensuring business continuity and continued innovation.” This session will feature three case studies outlining best practices and examples of how the right approach to data integration can accelerate Salesforce adoption and ROI. This session is brought to you by Informatica, a proud sponsor of Dreamforce.
Transform your business with the Salesforce Platform. Cloud App Platforms are the fastest growing sector in IT and the fastest path to innovation for your enterprise. Join Parker Harris, Salesforce’s EVP of Technology, along with senior IT business executives from leading organizations as they discuss how they’ve innovated and delivered amazing social and mobile apps on the Salesforce Platform. Plus, when you attend the keynote, you'll be eligible to win one of five brand new MacBook Airs. Please see official rules available at the campground for more details.
Are you a Business Analyst architecting business solutions in the cloud, but you don't write code? Or a Rockstar Admin considering Developer 401 Certification? Join us to see how other non-coders are transforming their companies, and redefining the word developer with the declarative development tools on the Salesforce Platform.
What is integration?
One view of many data sources
Integration is all about bringing data from disparate sources into one view so that your team can stop working in silos and either see what’s important on one screen or through a single set of reports or so that they can use different types of technology within one view or interface.
This presentation was made by Salesforce.com, inc. (Release Readiness Team).
This a short (only ~270 slides) summary of the features developed.
For more info please check:
https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/salesforce_release_notes.htm
Einstein, not Frankenstein - Understanding Salesforce Artificial IntelligenceRoy Gilad
Understanding Salesforce Artificial Intelligence (AI).
Overview and demo of Salesforce AI using point and click.
Presented on Salesforce basecamp TLV 2018
This is an new take on my previous talk on Person Account at London's Calling to fit the 20 min slot given at Salesforce World Tour London.
Includes Annex with additional material
Unleash the Potential of Big Data on SalesforceDreamforce
Salesforce hosts billions of customer records on Salesforce App Cloud. Making timely decisions on this invaluable data demands a new set of capabilities. From interacting with data real-time to leveraging a fluid integration with Salesforce Analytics, these capabilities are just around the corner. Join us in this roadmap session to see what the near-future of Big Data on Salesforce App Cloud looks like and how you can benefit from it. Watch the video now: https://www.youtube.com/watch?v=a-wFfdfGgvM
Dreamforce 2019: Do More Within Salesforce Governor Limits using Platform EventsRoy Gilad
Dreamforce 2019 Presentation, presented by Ohad Idan and Roy Gilad.
Mixed DMLS Operations, Too Many SOQL Queries, Too Many DML Statements, CPU Timeout: Salesforce's Governor limits are there for a reason but even when you employ best practices you may still exceed them. A good developer will look at all tools available on the platform and find the best approach to solving the problem they are facing. Join us to add the newest tool to your developer toolbelt. Use Platform Events to change the rules of the game, process more, and faster within governor limits.
How to Use Salesforce Platform Events to Help With Salesforce LimitsRoy Gilad
Presented at Israel User Group December 2019: Mixed DMLS Operations, Too Many SOQL Queries, Too Many DML Statements, CPU Timeout: Salesforce's Governor limits are there for a reason but even when you employ best practices you may still exceed them. A good developer will look at all tools available on the platform and find the best approach to solving the problem they are facing. Join us to add the newest tool to your developer toolbelt. Use Platform Events to change the rules of the game, process more, and faster within governor limits.
Link to GitHub repository:
https://github.com/RoyGilad/Dreamforce-2019-Do-more-within-Salesforce-Governor-Limits-using-Platform-Events
Hybrid IT: The Importance of Integration to Salesforce SuccessDarren Cunningham
Are you struggling to integrate Salesforce with other systems? Are you looking for ways to get more from both cloud and on-premise investments? According to IDC research, “IT organizations are looking for ways to improve cloud governance and control, while also ensuring business continuity and continued innovation.” This session will feature three case studies outlining best practices and examples of how the right approach to data integration can accelerate Salesforce adoption and ROI. This session is brought to you by Informatica, a proud sponsor of Dreamforce.
Transform your business with the Salesforce Platform. Cloud App Platforms are the fastest growing sector in IT and the fastest path to innovation for your enterprise. Join Parker Harris, Salesforce’s EVP of Technology, along with senior IT business executives from leading organizations as they discuss how they’ve innovated and delivered amazing social and mobile apps on the Salesforce Platform. Plus, when you attend the keynote, you'll be eligible to win one of five brand new MacBook Airs. Please see official rules available at the campground for more details.
Are you a Business Analyst architecting business solutions in the cloud, but you don't write code? Or a Rockstar Admin considering Developer 401 Certification? Join us to see how other non-coders are transforming their companies, and redefining the word developer with the declarative development tools on the Salesforce Platform.
What is integration?
One view of many data sources
Integration is all about bringing data from disparate sources into one view so that your team can stop working in silos and either see what’s important on one screen or through a single set of reports or so that they can use different types of technology within one view or interface.
This presentation was made by Salesforce.com, inc. (Release Readiness Team).
This a short (only ~270 slides) summary of the features developed.
For more info please check:
https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/salesforce_release_notes.htm
Einstein, not Frankenstein - Understanding Salesforce Artificial IntelligenceRoy Gilad
Understanding Salesforce Artificial Intelligence (AI).
Overview and demo of Salesforce AI using point and click.
Presented on Salesforce basecamp TLV 2018
This is an new take on my previous talk on Person Account at London's Calling to fit the 20 min slot given at Salesforce World Tour London.
Includes Annex with additional material
Unleash the Potential of Big Data on SalesforceDreamforce
Salesforce hosts billions of customer records on Salesforce App Cloud. Making timely decisions on this invaluable data demands a new set of capabilities. From interacting with data real-time to leveraging a fluid integration with Salesforce Analytics, these capabilities are just around the corner. Join us in this roadmap session to see what the near-future of Big Data on Salesforce App Cloud looks like and how you can benefit from it. Watch the video now: https://www.youtube.com/watch?v=a-wFfdfGgvM
Dreamforce 2019: Do More Within Salesforce Governor Limits using Platform EventsRoy Gilad
Dreamforce 2019 Presentation, presented by Ohad Idan and Roy Gilad.
Mixed DMLS Operations, Too Many SOQL Queries, Too Many DML Statements, CPU Timeout: Salesforce's Governor limits are there for a reason but even when you employ best practices you may still exceed them. A good developer will look at all tools available on the platform and find the best approach to solving the problem they are facing. Join us to add the newest tool to your developer toolbelt. Use Platform Events to change the rules of the game, process more, and faster within governor limits.
How to Use Salesforce Platform Events to Help With Salesforce LimitsRoy Gilad
Presented at Israel User Group December 2019: Mixed DMLS Operations, Too Many SOQL Queries, Too Many DML Statements, CPU Timeout: Salesforce's Governor limits are there for a reason but even when you employ best practices you may still exceed them. A good developer will look at all tools available on the platform and find the best approach to solving the problem they are facing. Join us to add the newest tool to your developer toolbelt. Use Platform Events to change the rules of the game, process more, and faster within governor limits.
Link to GitHub repository:
https://github.com/RoyGilad/Dreamforce-2019-Do-more-within-Salesforce-Governor-Limits-using-Platform-Events
Stephen Stanley's very popular presentation of the latest Salesforce release - Spring 23. Includes all his personal favourites.
Presented to the Salesforce Wellington Trailblazer community group virtual meeting February 22, 2023
The new version of Salesforce, Summer '20, was released in July 2020.
Discover the most important new features, including Dynamic Forms and Service Cloud Voice, the two new core features of this release.
During this session we'll have Alex Dumitrache from Salesforce joining us for a presentation on the major updates from TrailheaDX.
In the second part of the meeting we'll be discussing about how we can avoid disasters by putting on our consultant hats and pushing back on requirements that go against Salesforce best practices.
The presentation for the community event on September 09 2021. Covers few winter 22 release features and strategies. Content is pulled from different official SFDC sources. This is educational material for the developers community to prepare for the release and win some swag on the way :)
Salesforce Wellington user group hosted by PwC for lunch, June 29, 2022, featuring Salesforce Summer 22 release highlights with various speakers. Natalie Savell, Bill Wu, Mark Barcham, Afzal Khan
Sample Gallery: Reference Code and Best Practices for Salesforce DevelopersSalesforce Developers
Exploring the code within sample applications is a great way to learn new languages, frameworks, and platforms. That’s why we built the Sample Gallery (https://trailhead.salesforce.com/sample-gallery), a collection of Salesforce Customer 360 Platform reference applications that demonstrate examples of what you can create and how to build it. In this interactive webinar, we introduce you to a few Sample Apps and show you how to make the best use of them in your day-to-day development projects.
Lightning message service is a JavaScript library that implements a client-side cross-DOM messaging bus. As described here, it shows the use and features of the message service as implemented on the Salesforce platform.
Similar to Salesforce Spring '21 - Release Overview (20)
The Salesforce ecosystem is growing. One study predicts that more than 3 million jobs will be created around Salesforce technology by 2022.
Still, it's sometimes difficult to keep up with the multitude of Salesforce solutions and job profiles required for implementation projects.
If Salesforce makes you dream and you want to learn more about the jobs available around this technology, we'll help you launch your career and choose what you can and want to do around this ecosystem.
Summary of major announcements from the Salesforce Dreamforce 2019 conference and product hightlights including: Einstein Voice, Customer 360 Truth and Spring '20 release.
Discover all the new features of the WInter'20 release of Salesforce.
The new release also brings the new Salesforce mobile application, which allows you to fully customize the user experience.
Learn how to develop under Salesforce with the new Lightning Web Components technology launched earlier this year.
Lightning Web Components is a Web technology that complies with Web standards and will allow you to add features that meet your own needs on the Salesforce platform.
Finally, the presentation focus on the migration of Lightning components to LWC.
Présentation du Bordeaux Salesforce Developer Group.
Apprenez à développer vos premiers Lightning Web Components.
Appréhendez la migration de vos composants Lightning Aura vers LWC.
Mulesoft becomes a core solution following Salesforce's acquisition and integration into Salesforce's new cloud, Customer 360.
Here's an introduction to this software.
The presentation includes a list of new features included in the Salesforce Spring '19 release.
Learn about the newly released Lightning Web Components! LWC is a new programming model for building Lightning components. It leverages the web standards breakthroughs of the last five years, delivers unparalleled performance, and coexists and interoperates with all of your existing Lightning components.
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Let's dive deeper into the world of ODC! Ricardo Alves (OutSystems) will join us to tell all about the new Data Fabric. After that, Sezen de Bruijn (OutSystems) will get into the details on how to best design a sturdy architecture within ODC.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
Rise in volumes of AI-powered cyberattacks
Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
In-depth analysis of the cyber threat landscape across North America, South America, Europe, APAC, and the Middle East
Why are attacks on smart factories rising?
Cyber risk predictions
Axis of attacks – Europe
Systemic attacks in the Middle East
Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...
Salesforce Spring '21 - Release Overview
1. Spring ’21 Release Overview
Flow Builder Demo + App-Guidance Demo
03/02/2021 – 18h00
Martin LEZER
Salesforce Group Leader
2. Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other
operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue
growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the
Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The
achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if
any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of
geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our
strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the
seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and
infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the
resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and
third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features,
including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services,
technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability
to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or
losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans;
our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom
Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights;
our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the
infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and
those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances;
the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term
loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate
change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes
with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s
website at www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Forward-Looking Statements
5. Coming on a rolling basis after Spring ’21 and available to all customers by February
27, 2021.
Manually share records in Lightning Experience (Beta)
In Classic, record owners can use
manual sharing to give other users
access to certain types of records,
including accounts, contacts, and leads.
Now, Manual Sharing is coming to
Lightning Experience. In Spring ’21,
Manual Sharing is supported on
Custom Objects and some Standard
objects, i.e., Account, Case, Contact,
Lead, and Opportunity
6. In-App Learning (Beta)
Empower your Salesforce users
with learning materials right in
the flow of their work.
Create and deploy learning items
at scale for specific audiences
that are relevant to the place the
end user is, for example, for sales
users on oppty pages, service reps
on case pages
Skill up fast with Trailhead integrated in the Salesforce platform
8. Ask your phone like you’d ask your colleague
Natural Language Search on Mobile (Beta)
Instantly create lists on the go
The easy way to create filtered lists of
records on your phone with simple
text, not tapping and scrolling
Works with voice
Using your phone’s native speech
recognition, say “my open
opportunities closing this quarter in
San Francisco”, and that’s what you’ll
get
9. Help your users get more out of Search
Improved discoverability
Suggestions are a powerful mechanism to give
users what they need even before they type a
query. And now, when there are no results, we
provide follow up queries related to the query the
user typed.
Name Match priority in keyword search
We significantly improved our name-match
accuracy so that when you search for a particular
Account you get it
Faster Einstein Search UI
Improved Natural Language Search accuracy and
type-ahead so you can get your work done even
faster
11. Multi-select allows you to drag multiple fields to your reports with a single action
Performance Improvements in Lightning Report Builder
The Lightning report builder will now be faster allowing the users to interact with it quickly to add/
remove fields from the outline panel to the fields panel or the report builder. Similar to classic, users
will also be able to select multiple fields and drag and drop them to the report
12. Pass Dashboard Parameters via URL
Filter for
Acme in URL!
Now users will have the
ability to open a dashboard
with a filter set by the URL so
that they don’t have to clone
multiple dashboards to suit
individual needs.
Similar to reports, users can
now add filters to the
dashboard and bookmark
the links in order to open
them with specific filters
applied.
Bookmark personalized dashboards
15. Lookup to Opportunity Product
Give your sales team more flexibility
to track information on opportunity
product records by creating lookup
relationships with other objects.
For example, track product
campaigns with a lookup to the
standard Campaign object. Or track
delivery locations with a lookup to a
custom Delivery object.
Meet more complex business use cases around opportunity products
17. Email Alerts
Email alerts can now use
Lightning email templates—
including Email Template
Builder email templates—to
send emails to users.
Previously, when you set up an
email alert you could use
Salesforce Classic email
templates only.
Use Lightning Email Templates in Email Alerts
18. Enhanced email bounce handling
Emails that generate soft bounces are now flagged in Lightning
The Activity Timeline bounce warning now also comes up when emails generate soft bounces. A
soft bounce is a temporary issue, such as when a recipient mailbox is full. Now reps know that their
email did not reach the recipient but don’t have to confirm or update the recipient email address,
unlike when the email address generated a hard bounce.
20. Customize your users’ Calendar Home for them!
Set up an optimal Calendar Home tab for all Users
The CalendarView API has been expanded to cover
all the special calendar types users can add to their
calendar home which by default only displays “My
Events”.
Now Admins can customized every user’s Calendar
Home for them! This means less time spent
explaining to end users how to do all the setup
clicks themselves -- instead, create all your end
users’ Object Calendars, Public Calendars, Shared
Calendars, Resource Calendars, and User Lists for
them!
23. Service Setup Assistant
Even more features to accelerate your path to value
● Omni-Channel Queue Based
Routing
● Presence Statuses
● Chat & Messaging Enablement
● Default Case Status Picklist Values
● Default Case Merge
● Knowledge Enablement
● In-app walkthroughs of Prebuilt
Quick Texts & Macros
● Ability to manually trigger updates
24. Macro Builder now supports
complex page layouts with multiple
tabs so you don’t need to go into
Lightning App Builder to make tabs
clickable anymore.
You can quickly and easily build a
macro that actions on various tabs
through Macro Builder.
Assist agents in quickly closing cases
and performing routine tasks across
multiple tabs.
Switchable Tabs for Macros
Quickly & easily build more complex Macros
26. +
Einstein Analytics is now Tableau CRM
In this release the rebranding from Einstein Analytics to Tableau CRM is limited to only a few
high-visibility areas. As a result, you’ll continue to see references to Einstein Analytics in
many areas of the product. More rebranding will make its way to the product in Summer ‘21.
Tableau
CRM
License
Required
28. Removal of Guest User Object Permissions
As part of the new Guest User Security Policy for
Salesforce public sites, the following settings will
be enabled with the Spring ‘21 release:
● Secure guest user record access
● Assign new records created by guest users to the
default owner (Experience Cloud)
● Assign new records created by Salesforce Sites guest
users to a default owner in the org (Salesforce
Sites).
Once enforced, customers may experience impact
to their Guest User access model in the areas of
data visibility & guest flows.
Update, Delete, View All, and Modify All object permissions will be permanently removed
View All Data, Modify All Data, edit, and delete
permissions for guest users on standard and
custom objects will be permanently removed.
Join the Securing Community Cloud group to
learn more.
29. Lightning Web Runtime
Introducing the brand new Marketing Website template created with incredible
page speed performance and enhanced developer productivity.
Additional
License
may be
Required
30. Custom Domains for Sandbox (Generally Available)
Custom domains allow customers to
host their Salesforce sites or
Communities on a domain name
that they own. We are now adding
support to serve a site or community
created on a sandbox with a custom
domain.
The image illustrates a likely location
for the association of this Custom
Domain to “sandbox1”.
32. Out-of-the-box mobile
home page with
personalized content.
Configurable by end-users
to tailor to their specific
work goals.
Admins can enable the iOS
beta with a Connected App
custom attribute.
Mobile Home (iOS Beta)
View your reports, upcoming events, and more using customizable cards
33. Activity Timeline
Now generally available on Android
Quickly view all the events,
tasks and other activities
related to a record
See the timeline and the
record details side by side
using the half sheet
Automatically available to
any user that uses Activity
Timeline
34. Native Scrolling
With native scrolling in place, your users will experience:
● Smoother scrolling throughout the app
● Up to 10% faster loading times for record pages
● The ability to copy and paste text on record pages
● Pull to Refresh and Pull to Show More gestures with full
accessibility
● Ability to Pull to Refresh on Visualforce pages
● Ability to scroll horizontally on custom components
Auto-enabled in Spring ‘21
35. Displays the first four navigation items
based on the navigation bar of your most
recently accessed Lightning app.
And if you personalize your navigation items
for a Lightning app, the widget updates
accordingly.
This change is available to users running iOS
14 or higher.
Quick Navigation Widget (iOS)
Get to your most important items right from the home screen of your iOS device
36. Enhanced Mobile Security
Faster security policy setup (Beta)
Admins can setup the Mobile security
policies faster and more reliably
Biometric access (iOS GA, Android Beta)
Admins can configure the app to require
biometric access check.
39. Flow On-Canvas Debugging (Beta)
Highly Visual contextual experience
Stop parsing hundreds of log lines. Visual
Path Trace makes Flow troubleshooting fast
and intuitive
Debug as The User
Guarantee it’ll work when they use it
One-click Production Error to Debug
Stop reproducing errors, just click the error
to debug. No more guesswork!
Faster building and troubleshooting and now supports schedule-triggered Flows
41. Dynamic Actions is now GA for additional objects and mobile!
Dynamic Actions
With dynamic actions, easily configure
actions that should show up for specific
sets of users without having to create a
brand new page layout.
Need different actions based on the stage
or step of a process? Use dynamic actions
to create dynamic actions experiences to
streamline user productivity and simplify
your pages.
Now GA on custom objects, and
Accounts, Contacts, Leads, Opportunities
and Cases for Desktop and on Custom
Objects in the Mobile app.
42. Upgrade and add actions to highlights panel
● Upgrade to the Dynamic Actions LEX GA for
Account, Contact, Lead, Opportunity, Case in
the highlights panel component
● Migrate existing actions into the app builder
● Directly configure the actions that show up
on that Lightning page from within the
highlights panel’s property panel.
Add dynamic visibility to actions configured within the highlights panel
Once Dynamic Actions is enabled and actions
have been defined within the highlights panel’s
property panel, these actions will have
conditional visibility support and you can add
new filter criteria for when these actions should
appear.
43. Now Generally Available for Mobile
Suppose you want a separate set of actions for
mobile or you have certain actions you’ve
created specifically for users on the go, you can
now go to the Lightning page properties and
create a mobile specific set of actions for the
page, which takes precedence over actions
defined in the highlights panel. It also saves you
time writing visibility rules.
Dynamic Actions for Custom Objects
45. Analyze Performance as You Build
Identify issues and discover insights for improving page performance
Easy access to performance insights
Analyze performance of record pages with
the click of a button directly in the App
Builder
Data-driven recommendations
Get best practices and suggestions for
improving your page performance and user
experience, driven by Salesforce data
models and insights
Provide Feedback
Let Salesforce know what you think of the
recommendations using the built-in
feedback
46. Get specialized tips to optimize your mobile pages
A new Mobile tab in the page analysis results window shows the mobile page performance analysis
results and recommendations. Mobile devices and pages have different characteristics and
considerations than desktop that we surface. Administrators, IT organizations, and developers will
reap benefits from real-time recommendations and page performance analysis as they are creating
their pages.
48. Localization Support in App Builder
Save costs of creating and maintaining Lightning pages in different languages for different
profiles by invoking reusable labels with translations in different languages.
Use custom labels to create fully translatable component labels including tab labels on
Lightning pages.
Localized Component Labels and Attribute Values on Lightning Pages
49. New reporting on Permission Set Helper app
One of our top IdeaExchange ideas is the ability to
report on permission sets and user assignments. In
Spring ‘21, we’ve added this functionality to the
Salesforce Labs app - Get it here
● Easily figure out who’s been assigned with
what permissions by selecting multiple users
and reporting on object entitlements, user
perms, etc .. in one single screen with the
Permission Set Helper App.
● Improve audit compliance with the ability to
compare perms across different users to see
who’s missing perms or who’s over
permissioned.
● Export report functionality for further
manipulation.
Note: We are continuing to evaluate if/how we can pull the ideas created
in this managed package solution back into the Lighting Setup Experience but
this Labs package allows us to help with some of your concerns faster.
51. Faster access to Custom Metadata Type Records
Use new static methods to access Custom Metadata in your code: getAll(), getInstance(recordId),
getInstance(qualifiedApiName)
Previously, Custom metadata types had to be SOQL queried.
APEX
New SOQL FIELDS() Function is GA
Use the “SELECT FIELDS(ALL)” clause to query all of the
fields, standard or custom, on an object
Use the “SELECT FIELDS(STANDARD)” clause to query
all of the standard fields, on an object
Use the “SELECT FIELDS(CUSTOM)” clause to query all
of the custom fields, on an object
53. Take the guesswork out of defining Scratch Orgs and build more consistent
environments across your team.
Scratch Org Shape (Beta)
Create an org shape to mimic the baseline
setup (features, limits, and settings) of a
source org without the extraneous data
and metadata.
More features can now be added to your
scratch org definition file including Einstein
Search, MyTrailhead, Order Management,
and work.com.
For the full list, see the Release Notes.
55. Sandbox Source Tracking
Manage changes more efficiently
Eliminate error prone and tedious manual
change tracking
Identify what has changed in the Sandbox
Use force:source:status from CLI to identify
changes
Facilitate migration of changes between orgs
Easily pull changed metadata out of the org to
deploy to other downstream orgs
Develop Against Any Org