{"id":2931,"date":"2021-01-25T19:08:33","date_gmt":"2021-01-25T19:08:33","guid":{"rendered":"http:\/\/corraogroup.com\/blog\/?p=2931"},"modified":"2021-01-25T19:08:33","modified_gmt":"2021-01-25T19:08:33","slug":"salesforce-spring-21-release","status":"publish","type":"post","link":"https:\/\/corraogroup.com\/blog\/2021\/01\/salesforce-spring-21-release\/","title":{"rendered":"Our Favorite Salesforce Spring &#8217;21 Releases"},"content":{"rendered":"<p>We hope everyone had a safe and happy holiday season. As we step into 2021, Salesforce has started to release its Spring \u201821 Release. We\u2019ve highlighted the most popular features circulating around the Salesforce community with a short description of each new release. It\u2019s important to note that most of these newly released features are only available in Salesforce Lightning and not Classic.<\/p>\n<h2>Sales<\/h2>\n<p><b>Salesforce Meetings<\/b><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Help your sales reps prepare for meetings and engage attendees like never before with tools to enhance their interactions. The Meeting Digest feature collects information about who\u2019s in a meeting, their relevant recent online activities, and ensures sales reps have seen the info before their meeting. Leave a memorable impression with a well-organized meeting.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><b>High-Velocity Sales for Opportunities<\/b><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Users can now use sales cadences on any top sales object, at any phase of the sales deal. Using best practices from Sales Cadences, users can now track and engage directly and automatically on the Account, Contact, Lead, or Opportunity. <a href=\"https:\/\/www.youtube.com\/watch?v=YnI30CiLr_I\">Click here<\/a> to learn more about High-Velocity Sales.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone  wp-image-2933\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/High-Velocity-Sales-for-Opportunities-.png\" alt=\"\" width=\"670\" height=\"375\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/High-Velocity-Sales-for-Opportunities-.png 1658w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/High-Velocity-Sales-for-Opportunities--300x168.png 300w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/High-Velocity-Sales-for-Opportunities--768x430.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/High-Velocity-Sales-for-Opportunities--1024x573.png 1024w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/High-Velocity-Sales-for-Opportunities--1200x672.png 1200w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 984px) 61vw, (max-width: 1362px) 45vw, 600px\" \/><\/p>\n<p><b>Einstein Conversation Insights <\/b><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Sales managers can now get valuable insights into their teams\u2019 sales calls. Managers may play conversation recordings to gain insight into competitor mentions, products, keywords, pricing conversations, next steps, and more. <a href=\"https:\/\/www.youtube.com\/watch?v=OdNdrB-XoVA\">Click here<\/a> to view a short video about Sales Cloud Einstein.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone  wp-image-2934\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Conversation-Insights.png\" alt=\"\" width=\"566\" height=\"350\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Conversation-Insights.png 2314w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Conversation-Insights-300x185.png 300w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Conversation-Insights-768x474.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Conversation-Insights-1024x632.png 1024w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Conversation-Insights-1200x741.png 1200w\" sizes=\"(max-width: 566px) 85vw, 566px\" \/><\/p>\n<p><b>Forecasting Adjustments on the Salesforce Mobile App <\/b><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Salesforce users now can view and make adjustments to forecasting using the Salesforce Mobile app from anywhere.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h2>Service<\/h2>\n<p><b>Einstein Recommendation Builder <\/b><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Service users can now build customer recommendation models, combining any two service objectives that improve CSAT, revenue, and more. Einstein\u2019s best next action\/recommendations can be given to agents in the console or to customers using the self-service portal. <a href=\"https:\/\/www.youtube.com\/watch?v=_fPWuO1411c\">Click here<\/a> to learn more about Einstein Recommendation Builder.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone  wp-image-2935\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Recommendation-Builder-.png\" alt=\"\" width=\"558\" height=\"381\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Recommendation-Builder-.png 2168w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Recommendation-Builder--300x205.png 300w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Recommendation-Builder--768x525.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Recommendation-Builder--1024x700.png 1024w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Einstein-Recommendation-Builder--1200x820.png 1200w\" sizes=\"(max-width: 558px) 85vw, 558px\" \/><\/p>\n<p><b>Field Service: Appointment Assistant <\/b><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Now let customers know when help is on the way by eliminating the 4-5 hour wait window and delivering real-time alerts on the channel of their choice. <a href=\"https:\/\/www.youtube.com\/watch?v=r3JmQpSbwLA\">Click here<\/a> to learn more about Field Service: Appointment Assistant.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone  wp-image-2936\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Field-Service-Appointment-.png\" alt=\"\" width=\"431\" height=\"618\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Field-Service-Appointment-.png 1062w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Field-Service-Appointment--209x300.png 209w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Field-Service-Appointment--768x1101.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Field-Service-Appointment--715x1024.png 715w\" sizes=\"(max-width: 431px) 85vw, 431px\" \/><\/p>\n<h2>Pardot<\/h2>\n<p><b>Retiring Feature &#8211; User Authentication <\/b><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Pardot is discontinuing User Authentication on February 15th, 2021. After this date, Pardot users must use Salesforce single sign-on (SSO). SSO makes it easier for users to transition between Sales Cloud and Pardot. <a href=\"https:\/\/help.salesforce.com\/articleView?id=pardot_sf_connector_setup_sso.htm&amp;type=5\">Enable SSO for your users in just a few steps<\/a>.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><b>Cross Business Unit Leads and Contacts <\/b><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>According to<a href=\"https:\/\/help.salesforce.com\/articleView?id=release-notes.salesforce_release_notes.htm&amp;type=5&amp;release=230\"> Salesforce<\/a>, &#8220;Additional platform flexibility allows customers to prevent sync conflicts on the Pardot proprietary fields (score, grade, etc), ultimately allowing a single lead or contact to sync to more than 1 business unit.&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><b>Campaign Cloning <\/b><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Pardot users can now reuse marketing assets with campaign cloning. Easily clone forms, form handlers, landing pages, and links related to a campaign to save time and boost efficiency. <a href=\"https:\/\/www.youtube.com\/watch?v=xG_EuA66GO8\">Click here<\/a> to learn more about Pardot Campaign Cloning.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone  wp-image-2937\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Campaign-Cloning.png\" alt=\"\" width=\"524\" height=\"215\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Campaign-Cloning.png 2120w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Campaign-Cloning-300x123.png 300w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Campaign-Cloning-768x314.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Campaign-Cloning-1024x419.png 1024w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/01\/Campaign-Cloning-1200x491.png 1200w\" sizes=\"(max-width: 524px) 85vw, 524px\" \/><\/p>\n<h2>Salesforce Anywhere Advanced (Previously Quip)<\/h2>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Use Document Creation within Salesforce Lightning to quickly create a document and link it in the record you are viewing for others to see right away.<\/li>\n<li>Quip Slides are being retired on January 31st, 2021.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h2>Tableau CRM<\/h2>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>Einstein Analytics has now been renamed to Tableau CRM. Everything about Einstein Analytics still works the same, it just has a new fancy name.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>The Salesforce Spring \u201921 Release Notes brings exciting new features for Salesforce employees and customers. If you have any questions about the spring release notes, please visit <a href=\"https:\/\/corraogroup.com\/\">our website<\/a>. If you missed out on our Salesforce Winter \u201920 release blog, you can read it <a href=\"https:\/\/corraogroup.com\/blog\/2020\/11\/our-favorite-salesforce-winter-21-releases\/\">here.<\/a><\/p>\n<p><b>Sources \/ Resources<\/b><\/p>\n<p><a href=\"https:\/\/help.salesforce.com\/articleView?id=release-notes.salesforce_release_notes.htm&amp;type=5&amp;release=230\">https:\/\/help.salesforce.com\/articleView?id=release-notes.salesforce_release_notes.htm&amp;type=5&amp;release=230<\/a><\/p>\n<p><a href=\"https:\/\/www.salesforce.com\/content\/dam\/web\/en_us\/www\/documents\/release-notes\/spring-21-release-in-a-box.pdf?d=cta-header-2\">https:\/\/www.salesforce.com\/content\/dam\/web\/en_us\/www\/documents\/release-notes\/spring-21-release-in-a-box.pdf?d=cta-header-2<\/a><\/p>\n<p><a href=\"https:\/\/trailhead.salesforce.com\/en\/content\/learn\/modules\/spring-21-release-highlights\">https:\/\/trailhead.salesforce.com\/en\/content\/learn\/modules\/spring-21-release-highlights<\/a><\/p>\n<p><a href=\"https:\/\/www.youtube.com\/user\/SalesforceReleases\">https:\/\/www.youtube.com\/user\/SalesforceReleases<\/a><\/p>\n<p>Photos &#8211; Salesforce Release Notes\/Videos<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We hope everyone had a safe and happy holiday season. As we step into 2021, Salesforce has started to release its Spring \u201821 Release. We\u2019ve highlighted the most popular features circulating around the Salesforce community with a short description of each new release. It\u2019s important to note that most of these newly released features are &hellip; <a href=\"https:\/\/corraogroup.com\/blog\/2021\/01\/salesforce-spring-21-release\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Our Favorite Salesforce Spring &#8217;21 Releases&#8221;<\/span><\/a><\/p>\n","protected":false},"author":18,"featured_media":2932,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts\/2931"}],"collection":[{"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/users\/18"}],"replies":[{"embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/comments?post=2931"}],"version-history":[{"count":3,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts\/2931\/revisions"}],"predecessor-version":[{"id":2940,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts\/2931\/revisions\/2940"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/media\/2932"}],"wp:attachment":[{"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/media?parent=2931"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/categories?post=2931"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/tags?post=2931"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}