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Here is the second part of our Salesforce Summer '21 review where we take a look at our favourite updates to come from this latest release.
There are so many exciting new release notes to look through, so we wanted to select our favourites and draw your attention to some of these incredible new changes.
This is the second of our two Summer ’21 release blogs. You can find our first here.
One of the most exciting features of Salesforce that is gaining popularity is Salesforce Maps, and there are some fantastic new releases in Summer ’21 to enhance this functionality. From making sure that your reps are able to stay safe on customer visits, to bringing in external data into Salesforce Maps, Summer ’21 brings all the exciting new features and improvements! There were actually too many to talk about here, so we wrote a blog specially for those new Salesforce Maps features, which you can check out here.
Create and Manage App Templates Directly in Tableau CRM
Across the Salesforce ecosystem, we have seen with each release the focus on clicks not code. Which not only makes making complex changes and updates easier for most of us, but it also allows us to maintain these changes, especially during each release period. Tableau CRM has never been excluded from this and now the list of things that you absolutely must do programmatically has been further reduced. Hooray! In the Summer ’21 release you can now create app templates with just a couple of clicks. Double hooray!
In the past you would need the help of a developer who could create your own analytics templated apps through the SFDX CLI or Workbench. And if you wanted to change or delete these apps, you would once again call on your developer to help you out. But now admin users can do all of this directly in the Analytics Studio.
You would simply create your app with the necessary assets within it. Then from the app you would click on the Create button and select Template. This will create a basic app template which you can distribute to other orgs. You can customise further to make it a smart template with a wizard and create your questions and specify run-time rules.
That’s not all, if you need to update, delete or decouple your template from the source app this can be done in the newly updated Analytics Studio home page from the Templates tab under All Items.
Salesforce Learning Paths
Some of you may remember the launch of Guidance Center or In-App Learning – this is now known as Learning Paths, but it is bigger and better and will change the way your users learn. From right inside Salesforce, you can ensure personalised learning is assigned to users, or groups of users and ensure it appears at the most relevant place right inside Salesforce by selecting which apps or objects specific learning content shows against. Every user has their own Learning page too – so it is easy to see everything assigned to you. Oh, and did I mention that you can report on all of this? To read more, click here.
Auto Add Fields to Custom Report Types
We now get what many system administrators have looked forward to for a long time. New custom fields are going to be automatically included in custom report types with Auto Add. No longer are you going to have to troubleshoot questions like where did the new field go? How can we see it on a report? It will now be readily available in the report builder when you and your users create reports. Read more here.
Lead Capture Error Details (Marketing Cloud)
We now have better visibility when a lead fails in Advertising Studio Lead Capture. Before this, users lacked visibility to why leads are failing, causing unnecessary losses in potential prospects. Now you can not only see which leads have failed, but also be able to troubleshoot why, with the details that are provided with it. Once you have resolved that issue, you can then bulk re-enter failed leads.