Salesforce Spring ’21 Update

We have begun picking out the highlights of the next release that we think will be extremely popular. Here’s our short and sweet analysis of the five most noteworthy updates and what you can expect from the new features that come along with it.

5 Noteworthy Salesforce Updates

Salesforce Meetings

As the pandemic forces us to continue to meet virtually, Salesforce Meetings will allow staff to plan customer meetings seamlessly. The Meeting Digest screen provides a clear picture of attendees, tasks, and insights so you’re always on top of your engagements. You’ll also be able to share content and collaborate easily with the Meeting Studio feature.

> Find out more about Salesforce Meetings

Manual Sharing

Salesforce Admins rejoice! This has been a hugely requested feature and we know there will be many users who will be thrilled with this new addition to the system. There will now be a ‘sharing’ button in Salesforce Lighting, so you can share a record easily with just a few clicks.

> Learn more about Manual Sharing

Opportunity Products

This is another handy tool that has been a long time coming, and many users will be pleased to know that the Spring update introduces the means to track information more effectively. Your sales team will have increased flexibility and will be able to track information accurately on opportunity product records.

> Get more from Opportunity Products

Flow Updates

The Spring update will only enhance the Flow features’ popularity with the introduction of Process Builder. You will also be able to plan time-based flow actions, access prior values of records, and add scheduled paths on record-triggered flows. Flow management will be easier as you can now delete a flow version that was installed from a first-generation managed package, without uninstalling the package.

> Learn more about Flow Updates

In-App Learning

The Guidance Centre has been designed to make learning more accessible for Salesforce users. You will get Trailhead modules recommended to you based on your role and Admins can create learning paths directly from the App.

> Know more about In-App Learning

If you would like to discuss any of the options above or find out more about the Spring update, then why not schedule a call with us today.

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