Last week we posted some of the cool new features included within the Salesforce Winter ’21 release. As is the case with all Salesforce releases, these features cannot be covered in a single post, so we’ve decided to call out additional features that are of not this Winter. Check out these additional features below, in part 2 of our look at the Winter feature release!
· Dynamic Forms & Actions goes live!
o Dynamic Forms allows for admins/consultants to create mini-page layouts that can be placed anywhere using the Lightning App Builder. They can be filtered out on a per-user basis as well. In a similar fashion, Dynamic Actions will allow you to show/hide actions based on the logged in user viewing the page, for a tailored user experience.
These two enhancements are now generally available, meaning that they are out of beta and everyone has access to them.
· Lightning Page Performance Indicators
o Discover ways to make your record page perform better based on analysis right inside the Lightning App Builder. Performance Analysis in App Builder evaluates the fields, instances of the Related Lists component, and metadata of a record page. With the click of a button, get best practices and suggestions for improving page performance and the end-user experience.
· Microsoft Teams Integration: Bring Salesforce and Microsoft Teams Together (Pilot)
o Your sales and service teams use Salesforce to manage customer relationships. They also chat in Microsoft® Teams and discuss topics relevant to their sales pipeline and service cases. The Teams Integration provides context about Salesforce records from Teams channels and one-on-one chat conversations, eliminating switching between applications. Salesforce users can mention Salesforce records in Teams to facilitate collaboration. They can preview details of records that others post, pin records to channel tabs for easy access, and keep records up to date with inline editing. Reps can also post important moments to Salesforce record Chatter feeds, all directly from Teams.
· Get Forecasts on the Go!
o Now that mobile forecasting is available for Android devices, more users can see forecasts on the go. Previously, mobile forecasting was available only on iOS devices.
· See More Record Info in Highlights Panels
o Hovering over a lookup relationship field on a record page displays the first seven fields from the compact layout in a highlights panel. Previously, the highlights panel displayed only the first five fields.
· Lightning Experience Engagement: In-App Guidance and Help Menu
o Add in-app guidance to more places in your apps. Use custom theme colors to make your in-app guidance stand out. Easily share direct links to in-app guidance. And show more custom resources in the Help Menu. Users can search for Trailhead modules right inside the Help Menu.
· Case Management: Productivity Tools and Email-to-Case Threading
o New prebuilt macros, quick text, and flows help enhance agent productivity and get them doing better work, faster than ever before. Email-to-Case threading behavior update boosts security by matching incoming emails with their header information instead of through a Ref ID.