Salesforce regularly release updates which are designed to empower your business and the Summer ’21 release is no different, giving you the ability to navigate through self-service channels and make your business more productive by streamlining service requests.
In this release, you will find a whole raft of new features and enhancements to help improve your business operations and processes.
Here’s how the Summer ’21 Release can help you deepen customer relationships and maximize ROI
Control Access to Sensitive Data with Restriction Rules
The Summer 2021 release includes features that help you to secure your data and boost productivity by only allowing your employees to have access to the records that are necessary for their job function.
It is now possible to create restriction rules that control which set of records you allow specified groups of users to see.
These rules can be created and managed in the Tooling and Metadata API’s and are available for custom objects, contracts and events.
Connect Your Customers to the Right Service Using Salesforce Flow
Your business can now manage complex routing processes from one centralised location to create efficient, flexible and productive services.
Salesforce Flow fully supports multicolumn screen layout where each flow screen can be split into multiple sections and columns. This process is responsive and even works perfectly on mobile phones.
Drive Sales Team Accountability with Pipeline Inspection
Give your sales team a single view of their pipeline with opportunities, key metrics and weekly changes in close dates, amounts and forecast opportunities.
With pipeline inspection, your team can focus on the most important and valuable deals, and your sales managers can identify areas that need support and improvement.
Enhanced Reports and Dashboards
Ensure that your reports are always up to date with Salesforce’s summer release thanks to inline editing on reports.
Your employees can update certain types of numeric, text and checkbox fields directly on the Report Run page without having to go back to the original record.
We offer Salesforce Training as well, so your staff can be knowledgeable about all aspects of the software.
Salesforce Winter 22 Release
As well as the multitude of new features that comes with Summer ’21 release, your business can also look forward to the Salesforce winter ’22 release which is due to launch in September 2021. The new update will come with a whole host of features to improve your business processes including:
- Flow updates
- Lightning page performance
- New forecast category
- Ability to assist your agents and customers to find knowledge articles
- Dynamic interactions
- New homepage for Salesforce mobile users
- Roll back records feature in screen flows
- Ability to bring dynamic interactions to your dynamic actions bar
If you are interested in finding out more about the Salesforce Summer ’21 or Winter ’22 release, please contact our experts on 0115 840 5075 or email enquiries@solutionsforaccounting.co.uk
