Salesforce Summer ’21 Release Highlights
The Release Date for Summer ’21 will depend on your instance of Salesforce, but the main release weekends are on…
- May 15th
- June 4th
- June 11–12th
If you are not sure which instance your org is on, you can find that in Company Information > Instance
If you already know the instance your org is on, you can go to Salesforce Trust > Your Instance > Maintenance to check the exact release date for your org.
Here are some of my favourite features from summer ’21 release(Service cloud perspective). I have divided the features in 3 groups — Beta/ Pilot features, General features and Development features.
Beta/ Pilot Features
- Update Fields from the Report Run Page with Inline Editing - it’s not necessary to go back to the original object record to update the information. With inline editing, you can update certain types of text, numeric, and checkbox fields without leaving the Report Run page.
- Place Fields from Your Salesforce Objects Directly on Flow Screens -Now you can build screen flows faster by directly adding your existing Salesforce record fields. When you add a record field to a flow screen, the field’s name, data type, help text, requiredness, and existing values are automatically configured for you.
- Debug Flows in Auto-Layout - With just a couple of clicks, debug your flow in auto-layout. Get the same rich and contextual debugging experience for flows built in auto-layout that you do for flows built in free-form. Debug directly on the canvas, or via a link in a flow error email.
- Control Access to Sensitive Data with Restriction Rules - Without restriction rules, users with access to an account can see its contracts, tasks, and events, even when the org-wide default is set to Private. For custom objects, users can see all detail records. Restriction rules let you configure truly private access for these objects.
- Set Expirations for Assignments on Permissions in Permission Sets and Permission Set Groups - When assigning users to a permission set or permission set group, select expiration dates that you specify. Control when a user’s permissions expire based on your business requirements.
- Connect Your Customers to the Right Service Agents Using Omni-Channel Flow -The Omni-Channel Flow incorporates all the functionality of Omni-Channel within a Salesforce Flow! For example, use the information on the Chat Transcript or a related Contact to route work based on the website your customer is using, their location or language, the number of times they reached out for help, or even their preferred agent.
- Create a Dynamic Actions Bar for Your App Page - Access all your most important actions in one convenient bar. Easily add, drag, and configure the Dynamic Actions Bar component on your app page with the Lightning App Builder. Customize your bar with standard and custom global actions.
- Secure Apex Code with User Mode Database Operations - You can now declare when Apex runs database operations in user mode or system mode. The new Database methods support an AccessLevel parameter that enables you to run database operations in user mode, instead of in the default system mode.
General (excluding development)
- Mass Actions in Split View - No need to open a separate list page … act on multiple records at once, now in split view. Select items in the split view list and apply an action to all of them in standard or console view.
- See Record Access Reasons in Lightning Experience - A user has access to a record, but why? Is it because of their role? Their territory? From a sharing rule? Now you can see why a user has the access they do, right from Record Sharing Hierarchy in Lightning Experience.
- Download a Dashboard Image to a File - For an image of your dashboard that you can embed in presentations or refer to wherever you are, download the dashboard to a PNG file. Previously, you could only obtain a dashboard image by using a screen capture app.
- Send Longer Emails with the Case Email Quick Action — Send more meaningful emails with a Case quick action starting Summer ’21. The max sendable email size is 384,000 characters, up from 131,000 characters.
- Power Up Recently Viewed Lists with Customizable Actions - Now you can add custom actions to your Recently Viewed lists. To be consistent with other list views, Recently Viewed lists now show the actions added to an object’s list view search layout.
- Use ISCHANGED, ISNEW, and PRIORVALUE in Record-Triggered Flow Formulas
- Sort and Limit Data in a Collection in Flow - Now you can use the Collection Sort element to prioritize and limit your collected data. You can also limit the remaining items in the collection variable after the sort.
- Automatically prepend — None — to Picklist components at run-time - For flows that run in API version 52 and later, this versioned update prepends the — None — picklist value to all picklist components when the flow runs.
- See Conditional Visibility on Flow Screens at a Glance - Conditional visibility is now more visible. Flow Builder now displays a visibility icon next to components and fields with conditional visibility rules.
- Get merge field improvements in flows - Field-level access is now enforced, and performance such as page-load time is faster for merge fields that reference formula values. In a screen flow, a merge field now returns a null value more consistently when field-level access is enforced.
- Monitor Lightning Component Changes in the Setup Audit Trail - Use the audit trail to track when your users create, change, or delete a custom Lightning component (both aura & LWC).
- Deploy a New Custom Label and Component Together - Deploy a new custom label and a reference to that custom label in an existing Lightning web component in a single deployment. Previously, you deployed the new custom label then added a reference to it in an existing Lightning web component in a second deployment.
- Identify and Match Event Messages with the EventUuid Field - Platform event messages now include the EventUuid field, which identifies an event message and is available in subscribers using API version 52.0 and later. Use this field to match published and received event messages by comparing the UUIDs of the received events with those returned in the SaveResult of publish calls. This way, you can find any event messages that aren’t delivered and republish them.
- Create Styling Hooks for Lightning Web Components - To expose styling hooks for your custom components, use CSS custom properties. CSS custom properties also make code easier to read and update.