Slaesforce FAQ

what are the latest salesforce features

by Richmond Pfannerstill Published 2 years ago Updated 1 year ago
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Latest Features From Salesforce Spring ’21 Release

  • Manual Record Sharing in Lightning. Now, you will finally be able to add a “Sharing” button to a Lightning page which will allow you to share a record in order ...
  • Scheduled Paths in Flow. With a scheduled path, you’ll be able to run part of or the entire flow after the triggering record is created.
  • Opportunity Deal Change Highlights. ...

Salesforce Winter Release' 22 Features
  • Einstein Search. ...
  • Improved Page Performance. ...
  • Flow Updates. ...
  • Outbound Messages Feature. ...
  • Dynamic Gauge Charts in Dashboards. ...
  • Added New Forecast Category. ...
  • “Your Account” App. ...
  • Customization of Button Labels in the Flow Screen Footer (Beta)

Full Answer

What are the capabilities of Salesforce?

The Ultimate Guide to Setting Up Salesforce Knowledge

  • Key Points – What you need to know. Before we dive into the fun features of Lightning Knowledge, let’s knock out a few housekeeping items first that you’ll need to ...
  • Content Management. ...
  • Channels. ...
  • Approval Processes. ...
  • Knowledge Features. ...
  • Topics. ...
  • Case Deflection. ...
  • Using Apex with Knowledge. ...
  • Keep Learning! ...

What are the key benefits of Salesforce?

SAP MDG Training. This SAP Master Data Governance (MDG) training provides a complete understanding of the features and fundamentals of MDM in a step by step manner through practical examples. You’ll learn to create, maintain, and consolidate master data effectively using SAP MDG. This course also helps you in clearing the SAP MDG ...

How do I log into Salesforce?

How do I access Salesforce for the first time?

  • Check your email for your login information.
  • Click the link provided in the email. The link logs you in to the site automatically.
  • The site prompts you to set a password and choose a security question and answer to verify your identity in case you forget your password.

How to use Salesforce everyday?

Salesforce is extremely user friendly and once you get familiar with it, you can start getting creative in using some of the more advanced capabilities. 1. Check out Trailhead. Salesforce offers modules that are accessible and free to anyone who visits the Trailhead website. These modules are fun, interactive, and extremely informative for anyone that wants to learn Salesforce for the first time; or even long time Salesforce users who want to learn a new feature or brush up on their skills.

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What is latest release of Salesforce?

Today, Salesforce announced that the Summer '22 Release preview is now live. The release, which will be generally available on June 12, includes new features and enhancements from across the Customer 360 platform.

What are the main features of Salesforce?

Salesforce CRM Features and BenefitsContact Management. ... Opportunity Management. ... Quote Management. ... Quote to Cash. ... Einstein Analytics. ... Salesforce for Small Business. ... Lead Management. ... Watch marketing activities across all channels.More items...

What are the 3 releases of Salesforce?

Salesforce has three major releases per year—and for 2021, here are those key dates:November 5, 2020: Winter '21 Release.March 9, 2021: Spring '21 Release.July 13, 2021: Summer '21 Release.

What is Salesforce Winter 22?

Three times per year, Salesforce releases new functionality to their products. The next release named “Winter '22” is being released over three weekends: September 11-12, October 2-3 and October 9-10, 2021.

What is Apex for Salesforce?

Apex enables developers to access the Salesforce platform back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application programming interface (API) that Salesforce developers can use to access user data on the platform.

What is CRM features in Salesforce?

Salesforce CRM provides an omnichannel platform for users to grow leads, increase sales, and manage customer relationships seamlessly on different channels. It also has a robust analytics module packed with other comprehensive features in an easy-to-use user interface.

What is Salesforce Winter 22 release date?

September 10, October 1, & October 8: Winter '22 arrives! Once the release window has passed for your environment, you'll have access to the newest features in your production environment!

What is Salesforce release cycle?

Let's begin with release cycles and dates. Each Salesforce release unfolds in a predictable cycle, starting about 3 months before it goes live in production. Upgrades happen automatically on specific dates that are published up to a year in advance on the Salesforce Trust website.

What are different releases of Salesforce?

Generally speaking, The Spring release is around February, the Summer release is around June, and the Winter release is around October.

What are scoping rules Salesforce?

Scoping rules let you control the default records that your users see based on criteria that you select. You can set up scoping rules for different users in your Salesforce org so that they can focus on the records that matter to them. Users can switch the set of records they're seeing as needed.

How do I check my current release in Salesforce?

Navigate to the Trust site. Click the Status button next to status.salesforce.com. Paste your copied value into Search Instance, Domain, POD or MID. Click the magnifying glass icon to perform the search.

Slack

Bring people, tools, customers, and partners together in a digital HQ.

Healthcare & Life Sciences

Streamline business processes on a unified platform to personalize experiences.

Platform Applications

Automate and optimize customer experiences with platform applications.

Control Revisited Screen Component Values in Flows

When creating screen flows, it has been a challenge to retain the values inputted in the flow. If a user clicks the previous button and is redirected back to the previous screen, they lose all the values that were keyed in earlier. With this enhancement, you can indicate if you want the flow to remember previously entered values.

Build Multicolumn Screens in Flow Builder (Beta)

With the update, you will now have the ability to add columns to your screen flows. This allows you to use more of the real estate on your screen by having multiple sections and columns that create a visually appealing and effective layout. Adding these columns to your screen flows doesn’t affect a single line of code.

Manual Record Sharing in Lightning

Now, you will finally be able to add a “Sharing” button to a Lightning page which will allow you to share a record in order to grant “Read” or “Read/Write” access.”

Scheduled Paths in Flow

With a scheduled path, you’ll be able to run part of or the entire flow after the triggering record is created. Previously this could only be achieved by the process builder or workflow rules, but now it can all be part of one flow.

Opportunity Deal Change Highlights

In this update, “My Opportunities” will highlight certain fields to showcase what opportunities have changed.

Lightning Page Performance

The Lightning page performance feature has received an update which now will give you more detailed information. For instance, it will be able to predict how long a page takes to load with a current performance status.

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