It feels like 5 minutes since Winter ’21 and now we’re talking about Spring ’21!
On the 18th of December, Salesforce released the Preview of the Release Notes. The following summarises some of the features which grabbed my attention. This is not exhaustive. Equally, this is based on a ‘Preview’; features are still subject to change. The outline of this is as follows:
Table of Contents
Please feel free to share or add anything which captured your imagination. Let’s get started!
Background: What/When is Spring '21?
Each year, Salesforce has three release cycles, Spring, Summer and Winter. Each release introduces many new innovations. These updates are made available to all customers, automatically.
The schedule of major release cycles are available on the Salesforce Trust Site. To see the dates for your Salesforce system (Org), you can search for your Instance’s or Domain’s maintenance schedule. If you do not know how to find this, please follow the steps in this knowledge article.
Salesforce staggers the release. This gives everyone time to look at the release, understand what is in it and assess what the release will mean for you (e.g. new opportunities, maintenance etc). Whilst precise dates for Spring’ 21 do vary depending on your Org, the key dates are as follows:
Preview Release Notes
08/01/2021 – 09/01/2021
Rollout of Spring ’21
12/02/2021 – 13/02/2020
You can register for a free Preview org here: https://www.salesforce.com/form/signup/prerelease-spring21/. Additionally, check out this Salesforce Admins guide to help with preparing for the Spring ’21 Release.
Reports: Multi-Field Selection
Sometimes the little things can make a big difference. In Spring ’21, we are now able to select and add multiple fields to a report at once. This has the potential to save Admins and End-Users quite a lot of time when building Reports! Detail here
Dashboards: URL Filter Parameters
Dashboard filters are a great feature. They help us avoid having to create multiple Dashboards, which only have filter differences. However, filters still require user involvement/updating. In Spring ’21, we will be able to pass values into our URLs. In other words, it allows us to prefill the filters (here).
For example, let’s say we have a sample Dashboard called ‘SFDC Penguin Sample Dashboard’ which has the following filters:
We are now able to pass in filter values to the URL. The below shows a sample URL with placeholders in bold italics. Substitute the bold italic values to suit your needs.
https://Your MyDomain.lightning.force.com/lightning/r/Dashboard/Your Dashboard ID/view?queryScope=userFolders&fv0=Insert Filter value
https://Your MyDomain.lightning.force.com/lightning/r/Dashboard/Your Dashboard ID/view?queryScope=userFolders&fv0=Richard%20Pomeroy
In-App Guidance: Add Images, Snooze, Floating Prompt Controls & Rich-Text
Since its release, In-App Guidance has been one of my favourite features. It has the potential to significantly help adoption. Salesforce has consistently enhanced this feature in recent releases, and Spring ’21 is no exception. Some of the features in Spring ’21 which are noteworthy are:
- Ability to add images to In-App Guidance (.jpeg, .jpg, .png or .gif – up to 5MB) (here)
- Ability for users to ‘snooze’ In-App guidance by clicking on the clock icon. Users can snooze prompts for 20 minutes, 1 hour, 3 hours, until tomorrow or until next week (here)
- More control over the location of ‘Floating Prompts’ (i.e. addition of ‘Middle Left’, ‘Middle Center’ and ‘Middle Right’) (here)
- Rich-Text in docked Prompts (e.g. hyperlink other resources, underline text, etc) (here)