Salesforce Release

Summer ’21 Salesforce Lightning Experience Highlights

Summer21

The list of Summer ’21 features below apply to Salesforce Lightning Experience only.

There are additional Summer ’21 features available to Salesforce Classic only, Salesforce Lightning Experience and Classic, Salesforce Experience Enhancements, Mobile Enhancements, Other Enhancements in the Summer ’21 Release Highlights post.

Note: These features are not listed in any specific order.

1. Lightning App Builder Enhancements:

A. Analyze your custom Lightning components on your record pages.

B. (Pilot) Add a Dynamic Actions Bar to Your App Page. Access all your standard and custom actions in one bar on your All page. Contact your Account Executive to nominate you for the pilot.

DynamicActionBarView image full screen

2. Set Default Values on Dependent Picklists on Accounts, Opportunities, Cases, Contacts, Leads and Custom Objects. There is a new Default Value formula field an Admin can use to set the default value. 

DefaultValueDependentPicklistView image full screen

3. Perform Mass Actions on Records in Split View. Select multiple records in split view and apply an action to all of them.

MassActionsInSplitViewView image full screen

4. View Record Access Reasons in Lightning. No more switching back to Classic to see why the user has access to a record. Access Sharing Hierarchy button, click on View for the specific user you’d like to review access details for.

SharingReasonView image full screen

5. (Beta) Control Access to Records with Restrictive Rules. Create restrictive rules to restrict a subset of records you’ve allowed a group of users to see. This applies to custom objects contracts, tasks and events. These restriction rules can be created and maintained using Tooling and Metadata APIs. With this feature, you can truly set private access to contracts, tasks and events when the OWD is set to Private and to all detailed records for custom objects. To enable this feature, you need to contact Salesforce.

6. Track your active licenses in the Lightning Usage App. You will be able to track your active licenses in your Production org by going to Lightning Usage | Active Licenses. This will show the most recent usage in the last 30 days. The data will be collected on Sunday every week.

7. Add Customizable Actions to Recently Viewed Lists. Recently Viewed Lists will now show actions added to an objects list view search layout to be consistent with the other list views. 

RecentlyViewedView image full screen

8. (Generally Available) Learning Paths (formerly, In-App Learning with Trailhead). By default, Learning Path with Trailhead will show 3 modules in the learning panel until you customize in-app learning. Note: You can turn off In-App Learning in setup.

A. Assign Trailhead and myTrailhead Modules to users with due dates. Grant Manage Learning user permission to users to manage learning assignments. Note: Access to myTrailhead is available for additional cost. 

InAppTrailheadModulesDueDate

B. Learning Home is your learning home base. You can view the learning modules assigned to you, modules suggested, those in-progress and modules completed. If you have the ability to assign modules to users you will see a Manage Learning Assignments tab. 

InAppLearningDemoView image full screen

C. (Beta) Track Your User’s Learning Path Progress with Reports. Create custom report types using Learning Path objects.

9. In-App Guidance Enhancements:

A. (Beta) Use Targeted Prompts to Point to a Page Element. You get three custom walkthroughs for free Additional custom walkthroughs require a subscription to myTrailhead. 

TargetedInAppGuidanceView image full screen

B. Use Manage Prompts Permission to Author Prompts and Walkthroughs. The need for the Modify Metadata permission in addition to the Manage Prompts permission to author in-app guidance.

C. Users Can View Snoozed In-App Guidance After the Snoozed Time Expires. Previously, if a user snoozes an in-app guidance prompt, they were not able to access the snoozed prompt until the next time it was set to display.

10. (Generally Available) Einstein Search. You now get personalization and natural language search with no additional cost. To use this feature, go to Setup | Einstein Search and select Enable Einstein Search and select the 3 checkboxes and save changes.

11. Reports and Dashboards Enhancements:

A. (Beta) Use Inline Editing to Update Fields from a Report Run Page. You can now edit a record within a report without having to leave it with inline editing. Note: There are certain restrictions. View release notes for more details. Contact Salesforce Support and ask them to turn on inline editing. Then in Setup | Reports and Dashboard Settings select Enable Inline Editing in Reports (Lightning Experience only)

InlineEditingInaReport

B. (Generally Available) Add Fields to Custom Report Types with Auto Add. This option appears on the screen where you configure your new custom field. 

AutoAddFieldtoCustomReportType

C. Download a Dashboard Image as PNG. Click the dropdown arrow, Download to save the dashboard as a PNG image. Previously, you needed to take a screen capture. 

Dashboard

D. Create Custom Reports on the Email Messages Primary Object. Create an email message custom report to report on emails sent from Salesforce.

12. Calendar Enhancements:

A. See Event Organizer Names on Attendee Events. The Attendees field now shows the event organizer. Previously, the organizer was not disclosed. 

EventOrganizer

B. Monthly Events Automatically Start on Today’s Date. Now, when you select a calendar date for a monthly recurring event, it will start on the same number of days as today’s date as opposed to be repeated on the first of the month. For example, if today’s date is April 28 and you select the monthly frequency, the day field will populate with day 28.

C. Recurring Events Can be Created in the API. Previously, you would only delete recurring events via the API.

13. Use Pipeline Inspection to Give Visibility to Your Sales Staff to More Accurately Forecast. Note: Users need the Pipeline Inspection permission set to use the feature.

14. Base Forecasts on Currency or Number Data Types to Reflect Your Business Model.

15. Use Web-Safe Fonts in Your Emails. This is available in the global email composer, list email composer, campaigns list email and one-to-one composer on leads contacts, accounts and cases. What’s a Web-safe font? Georgia, Times New Roman, Arial, Tahoma, Trebuchet MS, Verdana and Courier New.

16. (Pilot) Send List Email Your Way. Your users can choose to send list emails from Outlook or Gmail in additional to using Salesforce.

17. Case Management Enhancements:

A. Use Lightning Templates in Case Support Settings, Web-to-Case and Case Auto-Response Rules.

B. Send Longer Emails with Case Email Quick Action. Send up to 384,000 characters from the 131,000 characters currently in Winter ’21.

18. Mulesoft Composer for Salesforce. Build process automation for data via configuration. Note: This is available for additional cost.

19. Lightning Component Enhancements:

A. Create Quick Actions with LWC on Record Pages. To set up a LWC as a QA define a lightning__RecordAction target and specify actionType as ScreenAction for a screen action that opens in a window or Action for a headless action when the QA is clicked. For same code, review the release notes.

B. Use CSS Custom Properties to Expose Styling Hooks for Custom Components.

C. You May Need to Update Your UI Test Updates Due to DOM API Changes. For recommendations on how to fix issues, see the Test Automation Trailblazers community group.

20. (Beta) Extend Salesforce with Functions. A Salesforce Function is your code that is run on demand fully managed on the Platform. The beta will be open after the Summer ’21 Release.

21. Security Center Enhancements:

A. (Beta) Monitor Security Threats with Threat Detection. See a summary of all potential detected threat events (Credential Stuffing, API Anomaly, Session Hijacking, and Report Anomaly) across your tenants. Note: This requires a purchase of Security Center and Threat Detection add-on.

ThreatDetectionApp

B. Change the Date Timeframe to View Metric Details for That Timeframe. Previously, you only were able to see a single-day view. Note: Security Center is available as an add-on.

22. External Services Enhancements:

A. Legacy External Services will be Retired in Summer ’21. They are replaced by a newer version of External Services. Legacy registrations are viewable until Winter ’22. You can only delete them.

B. Select Individual Operations with External Services Wizard. Previously, you had to include all operations from the schema but now you can select specific operations to include or exclude.

C. Register a Schema up to 1.5 million characters from 100K characters.

D. Use additionalProperties Schema Construct in OpenAPI 2.0. For more info read the release notes.

E. Apex Object Names that Support Up to 255 Characters, Up From 40 Characters Previously.

F. Perform Apex Unit Testing with Flow and External Services. Use mock implementation for Apex HTTP callouts as flow unit testing.

 

 

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