This year is full of unexpected changes, difficulties in everyday work as well as many industries and enterprises’ functioning. With relief, we welcome solid and unchanging things. And that is how the Salesforce updates are, shared three times a year, in 2020 as well, despite all global turbulence. All were implemented one by one. In the middle of October, the Salesforce Platform users receive a package of updates and changes in tools included in Winter ’21 Release.

If you have not heard of the Salesforce releases yet, I am happy to explain it to you: three times a year, Salesforce introduces updated versions of its apps, enriched with new functionalities and improved components. Changes are implemented within 2 or 3 days (depends on the instances) for users all around the world. And releases do not affect already existing, individually tailored processes of customers.

Let’s cut to the merits! What modifications have been introduced in the last Salesforce update? Below you will find a subjective selection of the most significant novelties and fixes.

General changes

  • Improved multi-factor authentication that has an impact on the security of the system. (read more)
  • Transparency of the record fields visibility was increased – there is no necessity of accessing the details. (read more)
  • Searching for files/records in the Recycle Bin is no longer available, only filtering. This functionality limitation increases the efficiency of the entire system. (read more)
  • The ability to edit Dynamic Forms in the Salesforce Lightning is increased. (read more)

winter '21 release general changes

 

 

Sales Cloud

  • During the creation of a business opportunity, a location (territory) related to it can be added. (read more)
  • A new logic for order creation is available. (read more)
  • The previous limitations regarding incoming/outgoing email sizes were changed. (read more)
  • New options of email creation were added – now it is possible with the drag & drop method. (read more)

winter '21 release sales cloud

 

Service Cloud

  • The Service Setup Assistant functionality was added; it helps to create Lightning Service Console App and its all elements such as users, queues, emails, macros, and so on. (read more)
  • Three ready-to-use flows are available now: Create Case, Reset Password, and Verify Identity. (read more)
  • Three ready-to-use macros were added: Create Case, Escalate Case, and Request More Info. (read more)

wintr '21 release service cloud

 

Community Cloud

  • External users can now use text messages for multi-factor authentication. (read more)
  • The ability to edit the content of the autoresponder template received by the users who change their assigned email address was added. (read more)

 

We can expect the next release in spring. We are curious to see what Salesforce prepares for us. If you would like to find out about the details of the latest Salesforce update, we encourage you to check out their official release notes.

Author

  • Aleksandra Pasek
  • Product Marketing Manager
  • She has been involved in the IT industry and Salesforce for three years. At the moment, she works on business development, generating leads, organizing business events and widely understood product marketing. She supports Craftware’s sales team reaching new customers and building long-term relationships with them. A certified Pardot specialist, a tool for automation of B2B Salesforce marketing.

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