Join us and discover the new Summer ’21 Release features for admins and developers. We know each release brings with it lots of amazing new functionality and there can be a lot to digest. With Learn MOAR, we’re packaging the release and bringing it to you in an easy-to-digest format with blogs, videos, and more.
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Follow and complete a Learn MOAR Summer ’21 trailmix for admins or developers by July 31 to earn a special community badge and enter for a chance to win one of five $200 USD Salesforce Certification vouchers. Learn how to participate and review the Official Rules by visiting the Trailhead Quests page.
There are a ton of great enhancements in the Summer ’21 Release, such as Flow, record sharing, Your Account, and Einstein, which our product teams have already shared. But there are even MOAR that I want to make sure you know about since I think they belong in your admin goodie bag.
Teaching users how to use the beautiful Salesforce apps you build is one of your toughest jobs as an admin. The good news is that with Summer ’21, we’ve got a few new enhancements to help make this part of your role easier. Guidance Center is now Generally Available (GA) to all orgs. It provides guidance as you set up your org, as well as admin best practices to make sure you set it up for success. You also now get three free walkthroughs so that you can set up in-app training experiences for your users. And one more thing — your users can snooze the prompts you’ve set up for them.
As an admin, you’re a security champion for your company. It’s your job to make sure your org is safe and that data is only being accessed by the right people at the right time. Summer ’21 has some great security features in this arena. The Lightning Usage App, which you can access in the Lightning App Launcher, now allows you to monitor all active, assigned, and available user licenses, including tracking data for permission set and feature licenses. This makes it really easy to see if you need more licenses or have some that aren’t being used. You can also now use permission set groups to set expiration dates (Beta release), automatically removing temporary or project-based access. This means you don’t have to remind yourself to modify access once a project is complete.
Also, don’t forget: Multi-factor authentication (MFA) will be required for all Salesforce orgs by February 2022. This is one of many friendly reminders you’ll get from us about this powerful way to ensure users are securely accessing your Salesforce data. We’ve got lots of resources to help you implement MFA in our help docs, Trailhead, and this great blog.
Dynamic fields and actions are an admin’s best friend, IMHO. They make it super easy for you to display the actions or information you want users to see based on what’s going on in the record. Now, with Summer ’21, we’ve got a new way to surface dynamic actions on your pages using the Dynamic Actions Bar (Beta release). The bar is a new component in the Lightning App Builder that you can drag onto your pages and add actions that will appear based on the visibility rules you set. This makes it super easy to highlight the actions you want on the pages you want for the users you want.
For admins, it’s all about the fields because those are where and how you display the data in your Salesforce org. Summer ’21 has some updates in the field of fields that might give you the good feels. First, you can now set default values for your dependent picklists that will prepopulate on Accounts, Opportunities, Cases, Contacts, Leads, and custom objects. This will be a time-saver for your users and help you protect your data quality. Second, you can now have up to 900 custom fields per object. So, if you were hitting that limit before, now’s the time to take a close look at why you have that many fields, and then breathe easy knowing you’ve got a little more room to work with.
Here’s the Summer ’21 report on all things reporting: There are two new enhancements in the land of analytics that admins should know about. 1) Inline editing is now available as a Beta release for reports. This will be a super time-saver, allowing users to edit the data within the context of the report without having to click back to the record page. Learn more about this Beta in the release notes. 2) You can now download an image of your pretty dashboards with a click! No more snapping screenshots for your presentations and emails to non-Salesforce users. Now, you can simply use the drop-down atop your dashboard view to get a PNG file that’s ready to rock — and looks so much better than a screenshot.
My final Admin Goodie Grab Bag items are all about keeping you and your users productive on-the-go with Salesforce Mobile. Summer ’21 brings the Salesforce Mobile Home experience to Android (Beta release) so that, now, your Android users are greeted with customizable, dynamic cards showing personal information like reports, upcoming events, recent records, and more based on how they use the app. There’s also an enhanced Mobile Security setup user interface available with Summer ’21 that allows you to more easily configure mobile security policies.
That wraps up my Admin Goodie Grab Bag for Summer ’21. I’d love to see which goodies you’re excited about or which ones you think I missed — share your thoughts with us!
Be sure to check out the Learn MOAR Summer ’21 for Admins Trailmix and follow along on the blog this week for more Learn MOAR! Don’t forget to watch the Summer ’21 Admin Preview during Release Readiness Live to see demos of these new exciting features.
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