Slide deck from BrightGen's webinar on the Spring 21 release of Salesforce. Presented by Clive Platt, head of Service Management and Keir Bowden, CTO. View the recording at : https://youtu.be/qjTv_Ag8CWQ

1. Spring 21
Salesforce Release Webinar

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

3. Agenda
● Biting the dust
● General
● Service Cloud
● Sales Cloud
● Analytics
● Communities
● Mobile
● Customisation
● Development
● Beta

4. Biting the dust

5. ● Internet Explorer 11 in Lightning Experience - Spring 21
● Pardot User Authentication - Feb 15th
● Original territory management - Summer 21
● HTTP only domains - Summer 21
● Aura components in UI namespace - Summer 21
● Bulk/SOAP/REST API <= V20.0 - Summer 21
● Legacy analytics folder sharing - Spring 22
Biting the dust

6. General

7. Release notes location
sforce.co/2MmnIc1

8. ● Lightning Experience
○ Most recent stable : Edge Chromium, Chrome, Firefox, Safari
● Classic
○ IE11, Most recent stable: Edge Chromium, Chrome, Firefox, Safari
● Tableau CRM (formerly Einstein Analytics)
○ Most recent stable : Edge Chromium, Chrome, Firefox
Lightning experience doesn't support incognito or other private browsing modes
Browser Support

9. Recently Viewed list view

10. Change Ownership User Filtering

11. In App Guidance

12. In App Guidance
● More positions for floating prompts
● URL addressable in app guidance
○ Must be active
● Links in prompt body text
● Reposition floating prompts on iPad
● More standard in app guidance : sforce.co/2M52qzF

13. Send Survey Flow Action

14. Surveys
● Target recipients using rules
● Send surveys using an email alias
● Embed survey in web page
● Validation formula on short text responses
● Progress bar

15. Service Cloud

16. Einstein Bots
● Bot Error Handler System Dialog
○ Friendly error message
○ Attempts transfer to agent
● Clone bot dialogs and steps
● Promote utterances from training to intent or intent set
● Bots use Einstein after 20 utterances per set
● Shield encryption support

17. Einstein
● Predictions Model Scorecard
○ Accuracy and quality
○ Term overlap (cases and articles)
○ Case fields populated
○ Case article attaches per language
● 7 languages supported for reply recommendations
● Reply recommendations needs 1,000 closed chat transcripts
○ In English
○ Was 10,000

18. Voice
● Request callback
● Comment directly on recording ("chatter like interface")
● Updated limits
○ 2,000 concurrent conversations
○ 400 utterances per second
● See when contact center updates are available
● Notification when key pair is about to expire

19. Messaging
● New template metadata
○ Restrict templates to one channel + message intent
○ Direct from New Template setup page
● Setting channels to inactive doesn't stop messages
○ Setting inactive now errors
○ Contact Salesforce support
● isOptedOut Field retired
○ Use IsFullyOptedIn

20. Knowledge
● Service setup assistant now supports knowledge
○ Likely to need additional configuration
● Favorites are now updated if a new article version is published
○ Previously took you to the version you favorited
● Including article in email combines attachments
○ Previously replaced with article related files

21. Case Management
● Customise default no-reply address
○ Previously noreply@salesforce.com
○ Now choose org-wide address
● Pre-built entitlements
○ Customizable
● BCC addresses hidden from Experience (Community) users, unless
○ They have read access
○ They sent the email

22. Sales Cloud

23. Meetings - Digest
1. Who has responded
2. Insights
3. Timeline/related records
4. Documents (Quip)

24. 1. Camera view
2. Shared content
3. Change Views
4. Meeting Digest
Meeting Studio

25. Email
● Track soft as well as hard bounces
● Schedule send when replying to an email
○ Previously only when creating new emails
● Lightning Email Templates supported in
○ Packaging
○ Change Sets
○ Automation
● Clone components in template builder
● Renamed template choices

26. Pardot
● Clone campaigns with related assets
● Organise campaigns by business unit
● Two click unsubscribe
○ Prevents security scanners automatically unsubscribing prospects
● Custom reports on Email Content
● Clone email content record
● Specify completion action link in emails
○ Previously any link
● First party tracking, Pardot API V5 GA

27. CPQ
● Large scale amendment/renewal service for all transactions
○ Previously only with short field names
● Continue working while contract amendment in progress
○ Previously had to wait
● Configurator Evaluation Event field auto added to Price Rules page layout
● Double the number of Contract Line Items

28. Billing
● Bill Through Date Override
○ Create partial periods
● New ERP Mapping fields for finance integration
● Total Lifecycle Amount field
○ Long term value of lifecycle-managed asset

29. Sales - Other
● Einstein Opportunity Scoring with less data
○ Anonymised, aggregated data
○ Switches when you have enough data
● Manually include new lead fields in scoring model
○ Previously had to manually exclude
● Adjust collaborative forecast in mobile app
● Lookup to OpportunityLineItem
○ Standard and custom objects
● Convert leads to Business and Person Account

30. Analytics

31. On Platform
● Multi-field selection in report builder
○ Not joined reports
● Filter URL parameters for dashboards
○ Manual URL creation
● Export reports in .xlsx format
○ Previously .csv or .xls

32. Tableau CRM
● New name for Einstein analytics
○ Name won't be updated everywhere!
● Export data to .csv
○ Use data prep output node
○ Via the Salesforce database
● TLS 1.2 required for all connected data sources
● Improved Sharing Inheritance Coverage Assessment
● Window Functions
○ Perform calculations across rows

33. Tableau CRM
● Standardise column value formats
● Append rows from disjoint data sources
○ Columns from right don't have to appear in left
● Reusable dashboard components GA
● Mass actions on up to 100 records at once
● Random sampling in SAQL
○ Example use : to create machine learning training data
● SAQL like operator
○ Pattern matching

34. Experience Cloud
Formerly Communities

35. Experience Cloud
● Now Digital Experiences in Setup
● Lightning Web Runtime GA
○ Build your own template
○ Lightning Web Components only
○ Enables Experience Bundle metadata
● Lightning Design System touch styles
○ Larger fonts
○ Responsive buttons
● Add multiple files to records from mobile
● Merge customer-enabled person accounts

36. Experience Cloud
● Related List - Single is now responsive on mobile
● Guest User View/Modify All, Edit, Delete permissions removed
○ If added through Permission Set, Guest User assignment removed!
● Users with Standard External Profiles can't login to Experience Cloud Sites
○ Clone standard profile
○ Assign to external users

37. Mobile

38. Mobile App
● Tested devices : sforce.co/2Ysp1II
● Quick Navigation Widget for iOS Home Screen
● Activity timeline available on Android
● Dynamic actions for custom objects GA
● iOS14 may break custom content
○ Test against the mobile beta at : http://mobilebeta.salesforce.com/
● New mobile app available on tablets

39. Customisation

40. Flow
● Lightning Flow is now Salesforce Flow
● Delete a flow version from a package without uninstalling
● Custom property editors GA for invocable actions
● Link to flow in error email
● Debug scheduled flow in the canvas
● Accurate CPU time - bobbuzz.me.uk/3pdneDm

41. Flow Builder
● See prior values of the record that triggered the flow
● Run scheduled path from record triggered flow
● Send rich text emails via email action
● Start new transaction when transitioning to a component
● Loop through a collection via merge fields on complex objects

42. Flow API 51 Runtime Improvements
● Treat invalid logic as errors
○ Previously evaluated to false
● Only failed records in bulkified flows take the fault path
○ Previously all records failed
● Accurately measure CPU time : bobbuzz.me.uk/3pdneDm
● Multiple callouts from a flow
○ Via multiple transactions
(Update flow configuration to enable API 51)

43. Lightning App Builder
● Custom label support
○ Component labels
○ Tab labels
○ Any string or rich text attribute
● Dynamic actions GA for some standard objects
○ Account, Case, Contact, Lead, Opportunity
○ All others beta
● Performance analysis includes assessment for mobile
● Expand/collapse field sections in pages with dynamic forms

44. Customisation - other
● Max inactive picklists values now 4,000
○ Admins can choose unlimited
● Field level help text up to 510 characters
○ Was 255
● Create up to 5,000 roles
○ >500, contact Salesforce support
● Manual sharing in lightning experience

45. Customisation - other, other
● See custom metadata type usage
○ Setup -> System Overview
● Enhanced Domains
○ All URLs start with My Domain name
○ No Salesforce instance URLs
○ Not available for all orgs
● Test custom domains in Sandbox GA
● Enable HTTPS on your domains

46. Development

47. Custom Metadata Types
● getAll()
○ Retrieve collection of all records
● getInstance(recordId)
○ Retrieve instance based on recordId
● getInstance(qualifiedApiName)
○ Retrieve instance based on unique record name
● No SOQL required
Access from static Apex methods

48. Apex
● AuraEnabled classes default to with sharing
● FIELDS() function in SOQL
○ Include all standard fields with FIELDS(STANDARD)
● <id>.to15()
○ Convert 18 character id to 15 characters
● Convert lead to Business and Person Account

49. Development - other
● Org-dependent unlocked packages GA
● Source tracking for sandboxes is GA
● Free platform cache for security reviewed public packages
● Ant migration tool requires Java 11
● Configure user and batch size for platform event trigger
○ Default user is Automated Process User
○ Default batch size 2,000

50. Beta Features

51. Beta Features
● Are preview
● Are not part of "services" under MSA
● Are not supported
● May never go live
● May be withdrawn at any time

52. Trailhead links and in app guidance
1. Object/record pages
2. Globally assigned
3. Trailblazer.me

53. Trailhead links and in app guidance

54. Multi-column Flow Screens
1. Section component
2. Three columns
3. Configure columns
4. Define visibility
5. Drag other components

55. Transaction Finalizers
● Attach action to queueable job
● Runs on success or error
● Can requeue job
○ Up to 5 times
● Implement System.Finalizer interface

56. Salesforce Functions
● Formerly Evergreen (announced DF '19)
● Code that runs outside of Salesforce Platform
○ In Salesforce Functions trusted compute cloud
● Handles authentication
● Elasticity/Scale
● Language of your choice (e.g. JavaScript in Node)

57. Mobile Home

58. Fin

59. Release Readiness
https://sforce.co/3j25tVkv
● Release notes
● Videos
● Recorded webinars
● Trailhead release badge :

60. Questions?

61. Thank you