Winter ’21 Release – Lets take a look! (Pt.1)

The time is upon us, to take a look and review Salesforce’s third and final release of the calendar year, with the Winter ’21 release.  As always, there promises to be several new features and enhancements to help us continue to evolve our Salesforce Orgs.  In this post, we will pick out and discuss some of our favorite features within the release.  Let’s get started!

 

 

·       Salesforce Anywhere Beta Launch – with the “new normal” upon us, the importance of being operational anywhere you go is immense.  With that, the much anticipated Salesforce Anywhere was developed.  With the Winter ’21 release will include the beta launch of this new product!  Salesforce Anywhere allows users to collaborate on records and get updates on their records in real-time.

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  • Interactive Email Builder - Using a familiar Lightning App Builder style screen, this provides Salesforce with a major boost in the email creation department.  Users now have a whole host of options available to them when crafting that perfect email

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·       View Recent trends in Opportunities - A simple but clever change to the Opportunity List views in Lightning that allow users to see if Opportunity amounts or close dates have been changed. This is particularly effective for Sales Managers who need to stay updated on the movement of deals.

Another slight change that benefits Sales users and Managers, you can now update sales stages from the Forecasting tab.

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·       Salesforce Einstein Lead and Opportunity Scoring - These futuristic Einstein features used to be a paid feature, now they have been made accessible to the whole Salesforce community.  Salesforce have made some slight but major changes in the Winter ’21 Release. You can also now exclude certain records from the Einstein Opportunity Scoring model, as well as ignore fields of your choosing.

 

In addition, Einstein Lead Scoring used to require 1000 new leads and 120 lead conversions to start scoring your leads, now you can turn it on instantly! Bring your Org into the future with these features your users will love.

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