Salesforce Winter ’21 Release is LIVE

Salesforce Winter ’21 Release is LIVE

Despite how inconsistent 2020 has been, there has been one certainty that we’ve been able to rely on; and that’s the regular Salesforce releases. For us, it’s always an exciting time of year when new innovations are released into the Salesforce ecosystem providing the Ohana with lots of great new features and tools to play with. 

The Winter ‘21 Release which was launched earlier this month is no different and is already offering new capabilities across the entire Customer 360 platform. There’s a whole heap of new features that we couldn’t possibly list them all, but here’s our top three favourite innovations:

  1. Dynamic Forms & Actions

Although they may seem small both of these functions are certainly mighty. These powerful tools provide a level of customisation that was beyond our expectations well, before the Summer ‘20 release anyway. 

Each of the functions allow mini-page layouts to be placed wherever within the Lightning App Builder and can show/hide actions based on the user too for clear experiences. These major innovations are now Generally Available (GA) meaning we now all have access to them – yay! 

  1. Einstein Lead & Opportunity Scoring

The future has arrived! Previously a paid for feature these futuristic synergies have been made accessible to the whole Salesforce community. In the Winter ‘21 Release there have been some slight yet major adjustments to the feature.

Using the tools you can now exclude certain records from the Einstein Opportunity Scoring model and you can even ignore fields you don’t wish to see. Additionally you can now turn the feature on immediately whereas before you would have needed 1000 new leads and 120 lead conversions to begin the scoring process – What a score!

  1. Salesforce Anywhere

At the annual TrailheadDX earlier this year, Salesforce announced a very timely set of features to help us continue collaborating successfully whilst adapting to the ‘new normal’. The aptly named Salesforce Anywhere enables users to collaborate on records and receive updates in real time. Although it is currently on the beta stage, you can sign up for your Org to be enabled – Check it out.

And that’s it, our three favourite features from the Salesforce Winter ‘21 release. If you haven’t already, we definitely recommend you read through the official Release Notes where you can get the full details on each new shiny innovation. The full Release Notes certainly aren’t for the faint hearted, so if you’d prefer something a little more digestible, we recommend the summary list here
If your business uses Salesforce, you may have already noticed some of these features within your platform but some will require some configuration to enable. Our registered Salesforce partner team is available to provide as much or as little support that you may need. Contact us on 033 0233 0229 or visit our website.

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