Slide deck from BrightGen's Summer 21 release webinar, showcasing the features that are of most interest to our customers and prospects. Presented by Keir Bowden, CTO. You can view the recording at: https://youtu.be/z5Pexq7Ljt0

1. Salesforce Release Webinar
Summer 21 Highlights

2. Your Presenter
Keir Bowden
CTO, Salesforce MVP
@bob_buzzard

3. ● Fond Farewells
● General Updates
● Analytics
● Customisation
● Mobile
● Pardot
● Sales
● Service
● Beta
Agenda

4. Fond Farewells

5. ● PDF report for Salesforce Optimiser
● Aura components in the UI namespace
● Original Territory Management
Joining the Choir Invisible

6. General Updates

7. Lightning Experience
● Latest stable Edge, Chromium, Chrome, Firefox and Safari
Classic
● IE 11 (Extended Support
● Latest stable Edge Chromium, Chrome, Firefox and Safari
Tableau CRM
● Latest stable Edge, Chromium, Chrome and Firefox
Browser Support

8. Classic only with extended support
If
● Lightning Experience Only User
● Org does not have extended support
● User access with IE11
Then
● User receives an error
● Advised to switch to compatible browser
● Cannot proceed to Classic
Internet Explorer 11

9. Two pieces of evidence (factors)
● Something you know (password)
● Something you have (authenticator app)
Required for all internal user access
● Feb 1 2022
● Direct login and Single Sign On
Multi-Factor Assistant in Setup (Lightning Experience)
No extra cost
Multi-Factor Authentication

10. Manage your Salesforce subscription
● Add licenses or seats
● Browse add-ons catalog
● View your products
● See current/historic contracts
● Log a support case
● Contact sales
● Access checkout to pay invoices
Off by default:
● Setup -> Manage Subscription
Your Account App

11. 1. Click Active Licenses
2. User licenses by profile chart
displayed
3. Choose a license to see
details
Track Active Licenses

12. Learning Home
● All learning items in one place
● Custom learning items
● Due dates
Custom walkthroughs
● Three free!
In App Learning

13. Send -> Send Email
1. Click Send to List
2. Define recipients
Then create email content and send
Bulk Send Surveys

14. Capture Files in Survey Responses

15. Generally Available
• No additional charge
Search based on user's personal activity
Natural Language Search
Must be enabled
• Setup -> Einstein Search
Einstein Search

16. Analytics

17. Auto add fields to custom report types Generally Available
• Add a custom field to an object
• Automatically added to custom report type
• Previously had to manually add
Download dashboard image as file
Reports and Dashboards

18. Salesforce Output Connector GA
• Output prepared data into any Salesforce Org from Tableau
Schedule recipes/data flows after other runs complete
Restore recipes with version history
Recipe undo/redo loop
Tableau CRM

19. Join/append data from any node to any node
• Upstream or downstream
Data clustering
• Segment rows based on common characteristics
Preview recipes faster
• Input with more than 100 columns clipped
More pre-built templates and apps
Copy and paste widgets across dashboards
Tableau CRM

20. Tableau CRM Home Page
1. Semantic searches
2. Curate and share collections (groups)
3. Pin trusted content
4. Intelligent recommendations
5. Recents

21. Customisation

22. See Sharing Reasons in Lightning Experience

23. Lightning App Builder Custom Component Analysis

24. Picklist performance
• 4,000 inactive value limit for unrestricted picklists
• Apply upper bound to standard picklists
100 additional fields from app exchange packages regardless or org limits
• Unlimited can have up to 900 fields
• 800 outside of app exchange
Mass actions now supported in Split View
Customisation

25. Lightning Web Component Actions GA
• No need for an aura wrapper
Lightning Component changes appear in audit trail
Deploy Custom Label and LWC that references it together
DOM APIs may change, breaking automated UI tests
Enforce Access Modifiers on Apex Properties
• Private getters will no longer be accessible
• Test in sandbox
Lightning Components

26. Developer Guide split
• Apex Reference Guide - reference material
• Apex Developer Guide - concepts
Transaction Finalizers GA
• Take action when Queueable jobs complete
• System.Finalizer interface
• One per Queueable
API versions deprecated
• Less than 20.0 no longer supported
• Retiring in Summer 22
Code

27. 1. Drag Section component
2. Drop on screen canvas
3. Add columns and set widths
4. Set visibility
5. Drag screen components
Multi-Column Flow Screens GA

28. Record trigger flow formulas:
• ISCHANGED
• ISNEW
• PRIORVALUE
Sort/limit items in collection
Preview more screen components
Directly update fields in record triggered flows
Debug record triggered flows
Failed flows list view in setup
Debug flows after pause elements in builder
Flow

29. Experiences

30. Customisable service unavailable page
Build your own Lightning Web Runtime is GA
Theme support in Lightning Web Runtime
Guest site user email address
• After Summer 21 will be a generated, dummy address
• Update to desired email address
Update guest users to latest license
All sites and communities now need HTTPS
Experiences (FKA Communities)

31. Mobile

32. Device requirements - shorturl.at/cqsLV
Einstein search is GA on mobile
View lightning apps by default
• Previously directed to Mobile Only
• Still available
• Unless admin disables
Mobile

33. Pardot

34. Open/Click through rates based on delivered emails
• Engagement Studio metrics
New mailability settings
• Upgrade prospects
• Section showing factors influencing marketing emails
Mark list emails as operational
• Bypasses some opt-in statuses
• Non-promotional emails only!
Pardot

35. Einstein Send Time Optimization
• Send emails at prospect's preferred times
• New email send experience only
Object Sync for Pardot GA
• Was Pardot Object Sync
• Create an app with the new app template
Track accounts as campaign members
Designate marketing admin for Pardot setup
• New user permission
Pardot

36. Sales

37. Key metrics
Weekly changes in key fields
• Close dates
• Amounts
• Stages
• Forecast categories
Requires setup
• Setup -> Pipeline Inspection Setup
Pipeline Inspection

38. 1. Quick filters
2. Click metric to see matches
3. Refine view with filter
4. What, who and when
Pipeline Inspection

39. Setup flow for forecast types
Base forecasts on custom fields
• Number
• Currency
Update to delete original territory management sharing
• Enforced Winter 22
• Stop unintended access to records
Sales

40. Exclude opens from internal IP addresses
• IPv4 addresses only
Custom reports on Email Message primary object
Include template email attachments in change sets
• Supported file types only
• Previously had to re-save existing templates
Email

41. 1. Icon indicates errors
Select component with error
2. Tab, and
3. Field with errors are identified
4. Components with errors shown in
canvas
Improved Email Template Error Handling

42. Actions from Details
1. Send an email
2. Add title
3. Create records
Meetings
Unlimited and Performance only

43. Improved Meetings Insights
Highest priority case
Outstanding requests
Post meeting reminders

44. Use custom lightning components in Meetings Event record page
Zoom integration
• Requires Einstein Activity Capture
Requires setup;
• Setup -> Zoom Video Setup
• Reps must connect their zoom accounts
Add meeting digest as a custom tab to Microsoft Teams
Meetings

45. Score lead segments independently
• Define segments through field contents
Einstein Lead Scoring Guided Setup
• Walks you through setup choices
Einstein

46. Service

47. Case wrap up
• Einstein suggests field values
• Based on closed cases and chat transcripts
Predictive models
• Custom condition filters
• Use Boolean AND + OR
• Previously all conditions or none
Per-field notifications when learning complete
• No need to check Setup for issues
Einstein

48. Send multiple emails from a single macro
• With different templates
Email alert threading support
• Process Builder
• Flow
• Entitlement Process
Custom help center for guest users
• Create cases
• Search knowledge articles
Other

49. Improved Setup Assistant, creates:
• Optimized record page
• New Article global action
• Prebuilt channel mappings for articles
Einstein article recommendations:
• Phased rollout over several releases
Einstein Advanced Knowledge Search
• Straight to advanced search screen
• Add filters
Compare article version to see changes
Knowledge

50. Beta Features

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

52. Restrict access to sensitive information
Custom objects, restrict access to
• Detail records
Account objects, restrict access to related
• Contracts
• Tasks
• Events
Create rules via API
• Metadata
• Tooling
Restriction Rules

53. Specify expiration date when assigning users
• Permission Sets
• Permission Set Groups
Allow access to objects while project in progress
Expire Permission Assignments

54. Change field values in report run page
Requires setup
• Setup -> Reports and Dashboard Settings
Lock icon means field isn't inline editable
Inline Report Editing

55. Connect prompt to page element
Targeted Prompts

56. Fin

57. https://sforce.co/3pcazRG
• Release Notes
• Videos
• Recorded Webinars
• Trailhead Release Badge
Release Readiness

58. Questions?

59. Thank you