{"id":2991,"date":"2021-05-06T19:52:54","date_gmt":"2021-05-06T19:52:54","guid":{"rendered":"http:\/\/corraogroup.com\/blog\/?p=2991"},"modified":"2021-05-10T15:56:19","modified_gmt":"2021-05-10T15:56:19","slug":"salesforce-summer-21-release-notes-our-8-favorite-enhancements","status":"publish","type":"post","link":"https:\/\/corraogroup.com\/blog\/2021\/05\/salesforce-summer-21-release-notes-our-8-favorite-enhancements\/","title":{"rendered":"Salesforce Summer \u201921 Release Notes: Our 8 Favorite Enhancements"},"content":{"rendered":"<p>It\u2019s that time of year again as Salesforce is close to releasing features from their exciting Summer \u201921 Release. We\u2019ve reviewed the release notes and highlighted eight of our favorite, and most valuable, new features. It\u2019s important to note that most of these newly released features are only available in Salesforce Lightning. Read our previous <a href=\"https:\/\/corraogroup.com\/blog\/2019\/12\/the-benefits-of-moving-to-salesforce-lightning\/\">blog post<\/a> on why your company should be using Salesforce Lightning.<\/p>\n<p>Currently, the Summer \u201921 release notes are in the pre-release program. On May 7th and 8th, Salesforce sandbox environments will be upgraded so that companies can get a feel and look at the new release.<\/p>\n<h4><b>Pipeline Inspection <\/b><\/h4>\n<p>Pipeline Inspection provides sales representatives with a single view of their pipeline\u2019s key opportunities and metrics. It can display changes in the amount, stage of deals, and forecast categories. Utilizing these insights, sales reps can focus on the most important deals, and managers can find opportunities or representatives that need more help.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2994\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Pipeline-Inspection-.png\" alt=\"\" width=\"579\" height=\"304\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Pipeline-Inspection-.png 1582w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Pipeline-Inspection--300x157.png 300w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Pipeline-Inspection--768x403.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Pipeline-Inspection--1024x537.png 1024w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Pipeline-Inspection--1200x630.png 1200w\" sizes=\"(max-width: 579px) 85vw, 579px\" \/><\/p>\n<h4><b>Download a Dashboard Image to a File <\/b><\/h4>\n<p>Dashboards can now be downloaded as a PNG file that can be used in presentations, documents, or anywhere else.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2995\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Download-a-Dashboard-as-a-file-.png\" alt=\"\" width=\"593\" height=\"307\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Download-a-Dashboard-as-a-file-.png 1580w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Download-a-Dashboard-as-a-file--300x155.png 300w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Download-a-Dashboard-as-a-file--768x398.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Download-a-Dashboard-as-a-file--1024x530.png 1024w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Download-a-Dashboard-as-a-file--1200x621.png 1200w\" sizes=\"(max-width: 593px) 85vw, 593px\" \/><\/p>\n<h4><b>Dynamic Actions Bar<\/b><\/h4>\n<p>You can now access all your most critical actions in one convenient bar. Add, drag, and configure the Dynamic Actions Bar component on your app page with the Lightning App Builder.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2996\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Dynamic-Actions-Bar.png\" alt=\"\" width=\"621\" height=\"264\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Dynamic-Actions-Bar.png 1580w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Dynamic-Actions-Bar-300x128.png 300w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Dynamic-Actions-Bar-768x327.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Dynamic-Actions-Bar-1024x436.png 1024w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Dynamic-Actions-Bar-1200x510.png 1200w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 984px) 61vw, (max-width: 1362px) 45vw, 600px\" \/><\/p>\n<h4><b>Mass Actions in Split View <\/b><\/h4>\n<p>Save a lot more time with Mass Actions in split view. Now within Salesforce Lightning, users can act on several records at once in split view, eliminating the need to open a separate list page.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2997\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Mass-Actions-in-Split-View-.png\" alt=\"\" width=\"472\" height=\"533\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Mass-Actions-in-Split-View-.png 752w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Mass-Actions-in-Split-View--265x300.png 265w\" sizes=\"(max-width: 472px) 85vw, 472px\" \/><\/p>\n<h4><b>Custom Lightning Component Analysis <\/b><\/h4>\n<p>On your Salesforce Lightning record pages, you can now view insights into your custom lightning components. The \u2018analyze\u2019 button provides performance predictions and insights to improve your page\u2019s performance.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2998\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Custom-Lightning-Component-Analysis-.png\" alt=\"\" width=\"392\" height=\"449\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Custom-Lightning-Component-Analysis-.png 1020w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Custom-Lightning-Component-Analysis--262x300.png 262w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Custom-Lightning-Component-Analysis--768x879.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Custom-Lightning-Component-Analysis--894x1024.png 894w\" sizes=\"(max-width: 392px) 85vw, 392px\" \/><\/p>\n<h4><b>Inline Editing in Salesforce Reports (Beta)<\/b><\/h4>\n<p>Inline Editing is will now be available in reports! When data for a report gets out of date, you can now update certain types of numeric, checkbox, and text fields without leaving the \u2018Report Run\u2019 page.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-2999\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Inline-Editing-in-Salesforce-Reports-.png\" alt=\"\" width=\"519\" height=\"224\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Inline-Editing-in-Salesforce-Reports-.png 1298w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Inline-Editing-in-Salesforce-Reports--300x129.png 300w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Inline-Editing-in-Salesforce-Reports--768x331.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Inline-Editing-in-Salesforce-Reports--1024x442.png 1024w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Inline-Editing-in-Salesforce-Reports--1200x518.png 1200w\" sizes=\"(max-width: 519px) 85vw, 519px\" \/><\/p>\n<h4><b>Record Access Reasons <\/b><\/h4>\n<p>You can now see why a user in Salesforce has access to a record. In the Lightning Experience, click \u201cRecord Sharing Hierarchy\u201d to view who has access to the record.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-3000\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Record-Access-Reasons-.png\" alt=\"\" width=\"535\" height=\"174\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Record-Access-Reasons-.png 1574w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Record-Access-Reasons--300x98.png 300w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Record-Access-Reasons--768x250.png 768w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Record-Access-Reasons--1024x333.png 1024w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Record-Access-Reasons--1200x390.png 1200w\" sizes=\"(max-width: 535px) 85vw, 535px\" \/><\/p>\n<h4><b>Native Sales Navigator Integration for LinkedIn<\/b><\/h4>\n<p>Salesforce has built native integration for Sales Navigator, including a LinkedIn Sales Navigator Component that can be added to the contact, opportunity, account, and lead objects.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-3001\" src=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Native-Sales-Navigator-Integration-for-LinkedIn.png\" alt=\"\" width=\"454\" height=\"586\" srcset=\"https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Native-Sales-Navigator-Integration-for-LinkedIn.png 744w, https:\/\/corraogroup.com\/blog\/wp-content\/uploads\/2021\/05\/Native-Sales-Navigator-Integration-for-LinkedIn-233x300.png 233w\" sizes=\"(max-width: 454px) 85vw, 454px\" \/><\/p>\n<p>If you are interested in learning more about the Salesforce Summer \u201921 Release notes, please contact Corrao Group at <a href=\"mailto:edavis@corraogroup.com\">edavis@corraogroup.com<\/a><\/p>\n<p><b>Sources\/Photos<\/b><\/p>\n<p><a href=\"https:\/\/resources.docs.salesforce.com\/232\/latest\/en-us\/sfdc\/pdf\/salesforce_summer21_release_notes.pdf\">https:\/\/resources.docs.salesforce.com\/232\/latest\/en-us\/sfdc\/pdf\/salesforce_summer21_release_notes.pdf<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>It\u2019s that time of year again as Salesforce is close to releasing features from their exciting Summer \u201921 Release. We\u2019ve reviewed the release notes and highlighted eight of our favorite, and most valuable, new features. It\u2019s important to note that most of these newly released features are only available in Salesforce Lightning. Read our previous &hellip; <a href=\"https:\/\/corraogroup.com\/blog\/2021\/05\/salesforce-summer-21-release-notes-our-8-favorite-enhancements\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Salesforce Summer \u201921 Release Notes: Our 8 Favorite Enhancements&#8221;<\/span><\/a><\/p>\n","protected":false},"author":18,"featured_media":2992,"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\/2991"}],"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=2991"}],"version-history":[{"count":7,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts\/2991\/revisions"}],"predecessor-version":[{"id":3008,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/posts\/2991\/revisions\/3008"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/media\/2992"}],"wp:attachment":[{"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/media?parent=2991"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/categories?post=2991"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/corraogroup.com\/blog\/wp-json\/wp\/v2\/tags?post=2991"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}