Slide deck from BrightGen's Salesforce Winter 21 release webinar, presented by Keir Bowden (CTO) and Clive Platt (Head of Service). The recording can be viewed at : https://youtu.be/R9l4N5Bsi2g

1. Salesforce Release Webinar
Winter 21 Highlights

2. Your Presenters
2
Keir Bowden
CTO, Salesforce MVP
@bob_buzzard
Clive Platt
Head of Service Management
www.linkedin.com/in/cliveplatt/

3. Agenda
☑ Kicking the bucket
☑ General
☑ Sales Cloud
☑ Service Cloud
☑ Analytics
☑ Communities
☑ Mobile
☑ Customisation
☑ Development
☑ Beta Features

4. Kicking the bucket

5. Kicking the bucket
5
• Cisco Webex (Winter 21) - sforce.co/3mF1cZf
• Skype for Salesforce (Winter 21) - sforce.co/3cfDTjY
• Original territory management retiring Summer 21
• App performance (beta)
Rolled into Performance Analysis
• UI namespace lightning components - May 1st 2021

6. General

7. Browser
Support
☑ Lightning Experience
IE11 (extended support only - ends Dec 31)
Most recent stable Edge - ends Dec 31
Most recent stable Edge Chromium/Chrome/Firefox/Safari
☑ Classic
IE11 (extended support only)
Most recent Edge - ends Dec 31
Most recent stable Edge Chromium/Chrome/Firefox/Safari
☑ Einstein Analytics
IE11
Most recent stable Edge/Edge Chromium/Chrome/Firefox
No support for Safari
☑ Lightning Experience doesn’t support incognito or other private
browsing modes

8. Einstein Search
Personalisation
Generally available
☑ Recent user activity
☑ Geographic location
☑ Ownership of object
Enable Einstein Search org preference

9. In App Guidance
☑ New
☑ Edit
☑ Clone
☑ Includes dialogs
☑ Requires myTrailhead
☑ Custom theme colours
☑ Direct links to prompts/walkthroughs

10. Help Menu
☑ 30 resources in custom section
Up from 15

11. Surveys
☑ Display pages based on Salesforce data
☑ Personalise questions inside emails
☑ Quick start templates
☑ Retain translations from copied survey
☑ Respect email opt-out preferences
☑ Email 300 recipients with Connect API
Emails sent outside org count against limit

12. Other
☑ Optimizer
New metrics
Schedule run (1 per month)
Metric history
☑ Lookup hover displays first 7 fields from compact layout
Was 5
☑ Search functionality removed from recycle bin

13. Sales Cloud

14. ☑ Optimise opportunity scoring model - filters, exclude fields
☑ Lead scoring with less data
◆ Anonymous aggregated data for smaller orgs
☑ Customised labels appear as key factors
☑ View all profiles permission to enable/disable opportunity/lead scoring
Einstein

15. 1. Red = date went out/value decreased
2. Green = date came in/value increased
3. See who changed the field and when
Opportunity Deal Change Highlights

16. Other
☑ Mobile forecasting for Android
◆ Already available for iOS
☑ Order save behaviour
◆ Automation runs if change to order product updates order
☑ Update opportunity stage in forecast page

17. 1. Component palette
2. Canvas
3. Component Properties
Email Template Builder

18. Email Template Builder

19. ☑ Max outbound email size 35Mb
◆ Was 25Mb
☑ Default encoding UTF-8
◆ Existing users keep existing settings
☑ Bounce processing
◆ Bounce alerts for all contacts/leads with same email
Email

20. ☑ Aggregate email metrics in LEX
☑ Preview and test emails
☑ Improved Einstein campaign insights
☑ Choose success milestone for attribution
☑ Full control over send experience
Pardot

21. Service Cloud

22. Bots
☑ Guided setup flow
☑ Granular bot permissions - read-only/maintain/train
☑ Custom context variable mapping
☑ Enhanced metrics

23. Einstein
☑ Try Einstein case classification recommends field values once
◆ Per agent
◆ After case creation
☑ Case classification predict dependent field
◆ No longer requires controlling field
☑ See why case classification field update failed
☑ Dockable reply recommendations component
☑ All knowledge users see article recommendations
☑ Low quality article recommendation data warning and tips

24. Voice
☑ Now available for Sales Cloud
☑ Improved setup
◆ More Amazon connect steps automated
☑ Toolkit API Generally Available
☑ Automation on voice call records
◆ Flow/Process Builder/Workflow Rules
☑ Macros + Quick Actions on voice call records
☑ Chatter on voice call records

25. Voice
☑ Agents can pause and resume recording
◆ Avoid recording sensitive information
☑ Improved call recording player component
☑ Improved call transfer interface

26. Messaging
☑ Create templates using lead and opportunity fields
☑ Granular permissions on messaging session objects
☑ Omni-Channel routing types renamed
◆ Omni-Channel queue - Omni-Channel
◆ Omni-Channel skills - Channel Skills
☑ Skills-based routing

27. Knowledge
☑ Share articles with guest + high volume community users
☑ Transfer published and archived articles
☑ Mass ownership change on draft articles
☑ Track article ownership changes

28. Cases
☑ New email to case threading
☑ Prebuilt flows:
◆ Create a case
◆ Reset password
◆ Verify identity
☑ Pre-built macros and quick text
☑ Service setup assistance

29. Analytics

30. Report Subscriptions

31. ☑ Calculate dates with clicks not code
☑ Row level security in data sets from recipes
☑ Edit dataset with one click
☑ App building
◆ Freeze up to 5 table columns
◆ Expand/collapse grouped columns
◆ Conditional formatting in dashboard text
◆ Locked/hidden filters in embedded dashboards
Einstein Analytics

32. Communities

33. Pages Menu

34. Communities - other
☑ Apply audiences to record detail pages
☑ Printable view from record detail page
☑ External managed accounts
External users can manage other external users
☑ Customise changing email address template

35. Mobile

36. ☑ Requirements
◆ Android 7.0+
◆ iOS 12+
◆ Devices used for testing - sforce.co/3mSqfIb
☑ Improved scrolling
◆ No screen scroll buttons in VoiceOver for iOS
☑ Activity timeline in iOS
◆ Leads, Opportunities, Accounts and Contacts
Mobile App

37. Mobile Launchpad Component
☑ Add to Lightning Page
☑ Up to 20 items
☑ First 6 visible

38. Report Highlights
☑ Up to 8 key metrics
☑ Average Amounts, Grand Totals, Subtotals, Record
Counts and Formula Columns
☑ First level Group Totals for Summary/Matrix reports

39. ☑ Send Custom Notifications user permission
◆ Required to trigger Send Custom Notification action
◆ Flows in User Context, REST API Calls, Apex Callouts
◆ Errors if user doesn't have permission
☑ Page Reference target
◆ Navigate from notification
◆ Any page accessible via PageReference class
Notifications

40. Work.com

41. ☑ Separate release cycle
☑ Based on package versions & Salesforce release
☑ Release notes updated when new packages released
☑ Release notes : sforce.co/2Hzdhzf
Work.com

42. Customisation

43. Flows
Before delete flow
☑ Access any record
☑ $Record = record being deleted
☑ No undelete support

44. Flows
☑ Debug as another user in sandbox
◆ Screen and autolaunched flows
☑ Entry criteria for record triggered flows
☑ Decisions based on record changes
☑ AND, OR and custom operators for all Flow Builder elements
☑ Flow builder errors now include a link if possible
◆ Opens element that errored

45. Flows
☑ Access related record fields
◆ Without get records call
☑ Access all global variables
◆ Anywhere that supports variables
☑ View merge field labels rather than syntax
☑ Picklist previews aren't interactive
◆ Single and multi
☑ Run time changes based on API version

46. Flows
☑ Triggers shown in Flows setup page
◆ New triggers column
☑ Run flow when record owner changed in Classic
☑ Custom lightning web components for generic sObjects
◆ Generic sObjects, work with any type
☑ Custom property editor GA

47. Dynamic Forms GA
☑ Break up record fields and sections
☑ Decoupled from page layout
☑ Lightning app builder only
☑ Existing pages require migration
☑ Edit, Create and Clone support
☑ Record pages for custom objects only

48. Dynamic Actions
☑ GA for custom objects on desktop
☑ Beta for standard objects on desktop
☑ Beta for custom objects on mobile
☑ Existing pages require migration
☑ Includes Submit for Approval
☑ Per-action conditional visibility

49. Analyze Page Performance
☑ Desktop record pages only
☑ Evaluates
◆ Fields
◆ Related lists
◆ Metadata

50. Privacy Center

51. ☑ Manage deleted fields in LEX
☑ Choose utility bar alignment
◆ Bottom right or bottom left
◆ Default based on user's language
☑ MyDomain enforced in Winter 22
◆ Automatically assigned if not created
◆ Based on company name
☑ Mobile device tracking
◆ View and revoke devices
Other

52. Development

53. ☑ Restrict access to AuraEnabled classes
◆ Guest, portal and authenticated users
◆ Add to profile/permission set
☑ Send custom notifications
☑ Detect runtime context
Apex

54. Safe Navigation Operator
Book Author Publisher
Book Author Publisher
Visualforce Development Cookbook Keir Bowden Packt
All about doing sport Clive Platt
Will there ever be a rainbow?

55. Safe Navigation Operator

56. ☑ ?.
◆ Left is null, right is not evaluated
☑ book.author?.name
◆ book.author is null, return null
◆ book.author not null, return book.author.name
☑ Restrictions - sforce.co/30eE1LI
Safe Navigation Operator

57. Suspend/Resume Platform Event Triggers

58. ☑ Access errors on sObjects
◆ SObject.hasErrors();
◆ SObject.getErrors();
☑ Unlocked packages require 75% test coverage
☑ HttpRequest supports PATCH method
Other

59. Beta Features

60. ☑ Are preview
☑ Are not part of "services" under MSA
☑ Are not supported
☑ May never go live
☑ May be discontinued at any time
Beta Features

61. Auto add fields to custom report types

62. Flows
☑ Debug autolaunched flows on canvas
☑ Auto layout

63. Barcode Scanner
☑ Lignting Web Component
☑ Mobile app/publisher only
☑ UPC, QR and other standard codes

64. Salesforce Anywhere
☑ Chat and alerts around Salesforce data
☑ Live data in documents and spreadsheets
☑ Suggested actions
☑ Open beta : sforce.co/3n1xEoE

65. The End

66. ☑ sforce.co/2GHFyDi
☑ Release notes
☑ Webinar recordings
☑ Videos
☑ Trailhead release badge - sforce.co/3cZLByZ
Release
Readiness

67. Questions?
Events @BrightGen.com

68. Thank you
Events @BrightGen.com