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We are so excited to partner with the best in the CRM business, because their releases help you too! The "Spring '21" release for Salesforce is currently rolling out, and below are some of the key enhancements we want to highlight as your Salesforce partner.
Admins will be able to rejoice everywhere, the “Sharing” button is now available in Salesforce Lightning! Your users will now be able to share a record to a user, or group of users on demand, without having to adjust Profiles, Roles, or Permission Sets.
To better protect your Salesforce org’s data, you can restrict who can view record names in lookup fields and system fields, such as Created By and Last Modified By. If you enable the Require permission to view record names in lookup fields setting, users need Read access to these records or the View All Lookup Record Names permission to view this data.
Control how events sync between Microsoft Exchange and Salesforce. By managing how fields map between the two applications, teams stay up to date about the information that’s important to them.
You can now compare previous values of records to new values saved in Flow. This will allow further flexibility of Flows, for example: Send email notification to Advisor if AUM drops more than 10% in a day.
- Improve performance with new limits on picklist values: Salesforce Details.
- Use more characters in field-level help text: upped from 255 to 510 characters.
The latest round of new and improved Salesforce mobile app features includes a new Salesforce home screen for iOS, activity timeline for Android, and more.
|Salesforce App Enhancements and Changes||Description||Android||Apple - iOS||Full Site Setup|
|Data Access and Views|
|Get Comfortable on Mobile Home (Beta)||Customize your mobile app||YES|
|Navigation and Actions|
|Your Home Screen & the Quick Navigation Widget||
Displays the first four navigation items of the navigation bar, or customize
|Improved Scrolling||Improved scrolling creating a better experience|
|Keep Track of Your Activities with Activity Timeline on Android||
Activity timeline is available Relationships and Contacts. Users can view all the tasks, events, logged calls, and emails associated with a record.
|Access and Security|
|Protect Your Data with Enhanced Mobile Security Updates||You can now enforce new policies like checking biometric login credentials every time a user opens the app.||YES|
|Improve Lightning Page Performance on Mobile||When setting up Pages, prompts for mobile performance give you best practices so that Elements works well on app.||YES|