{"id":4499,"date":"2020-10-14T14:41:00","date_gmt":"2020-10-14T14:41:00","guid":{"rendered":"https:\/\/test.twopurpose.com\/?p=4499"},"modified":"2024-05-22T06:50:50","modified_gmt":"2024-05-22T06:50:50","slug":"salesforce-winter-21-update","status":"publish","type":"post","link":"https:\/\/test.twopurpose.com\/en\/blog\/2020\/salesforce-winter-21-update\/","title":{"rendered":"Salesforce Winter '21 update"},"content":{"rendered":"<div data-elementor-type=\"wp-post\" data-elementor-id=\"4499\" class=\"elementor elementor-4499\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-65285d02 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"65285d02\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-55e84b2a\" data-id=\"55e84b2a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-49036572 elementor-widget elementor-widget-text-editor\" data-id=\"49036572\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"block-3f5d0bc6dcd606bfc631\" class=\"sqs-block html-block sqs-block-html\" data-block-type=\"2\"><div id=\"yui_3_17_2_1_1621435235142_338\" class=\"sqs-block-content\"><p id=\"yui_3_17_2_1_1621435235142_337\" class=\"\">It is a good tradition that Salesforce makes a major update to its platform three times a year. Usually you don't have to do anything for this, but it is advisable to investigate the new features. Perhaps solutions have been realised that will add value for your organisation. From 17 October, all organisations will be running on the Winter '21 update. Here is a small selection of the new functionalities.<\/p><h3>\u00a0<\/h3><h3>Mail templates<\/h3><p class=\"\">Finally, a fine tool is available for building email templates. With the <strong>Email Template Builder <\/strong>you can easily build your template from different components. Compared to the old situation, you now get much more consistency in your e-mails and more control over the layout.<\/p><p>\u00a0<\/p><\/div><\/div><div id=\"block-yui_3_17_2_1_1602656708032_38632\" class=\"sqs-block html-block sqs-block-html\" data-block-type=\"2\"><div class=\"sqs-block-content\"><h3>Automating processes<\/h3><p class=\"\">Salesforce turns <strong>Flow Builder<\/strong> increasingly the tool for automating processes. It looks like Process Builder and Workflow Rules will gradually merge into Flow. Flow Builder gets an intuitive interface and additional features in the new release. For example, you can now start a process when deleting a record.<\/p><h4>\u00a0<\/h4><h3>Chatbot<\/h3><p class=\"\">With the <strong>Einstein Bot<\/strong> you can easily offer a chat function on your website. For example, customers can create a case themselves or request the status of an existing case.<\/p><h4>\u00a0<\/h4><h3>Quick search<\/h3><p class=\"\">The search function is a powerful tool to quickly access the record you are looking for. With <strong>Einstein Search<\/strong> the search function has become even more powerful. The search results are based on your personal search behaviour and therefore even more relevant. Many customers have not yet activated this free feature, which is a missed opportunity.<\/p><h4>\u00a0<\/h4><h3>Optimisation tips<\/h3><p class=\"\">To keep Salesforce in top shape, the <strong>Optimiser<\/strong> an indispensable tool. This tool provides insight into which things can be arranged differently or better in your organisation.<\/p><h4>\u00a0<\/h4><h3>Report attached<\/h3><p class=\"\">The reporting module already had the option to 'subscribe' so that you would be sent a particular report periodically. What is new is the possibility of receiving the <strong>report as annex <\/strong>attach to the e-mail.<\/p><h4>\u00a0<\/h4><h3>Custom reports<\/h3><p class=\"\">For those working with <strong>custom report types<\/strong> a major frustration has been solved. When you add new fields to objects, they are now also added to the corresponding report types.<\/p><h4>\u00a0<\/h4><h3>Guest user<\/h3><p class=\"\">Finally, we see an important change in security. The so-called '<strong>Guest User<\/strong>' is often used to establish an integration between Salesforce and another service. To minimise risk, Guest User permissions are significantly restricted. Sometimes it is necessary to take action to prevent problems with the integration.<\/p><p class=\"\">To know more about the Winter '21 update, check out the <a href=\"https:\/\/admin.salesforce.com\/releaseinabox\" target=\"_blank\" rel=\"noopener\">release notes<\/a>.<\/p><h4>\u00a0<\/h4><h3>Solutions for nonprofits<\/h3><p class=\"\">Want to get even more out of Salesforce?<\/p><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e1f5aa elementor-widget elementor-widget-button\" data-id=\"4e1f5aa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/test.twopurpose.com\/en\/nonprofit\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">See our solutions<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-b2090c2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b2090c2\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9313087\" data-id=\"9313087\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a054ae8 elementor-widget elementor-widget-text-editor\" data-id=\"a054ae8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div id=\"block-3f5d0bc6dcd606bfc631\" class=\"sqs-block html-block sqs-block-html\" data-block-type=\"2\">\n<div id=\"yui_3_17_2_1_1621435235142_338\" class=\"sqs-block-content\">\n<p>It is a good tradition for Salesforce to make a major update to its platform three times a year. Usually you don't have to do anything for this, but it is advisable to investigate the new possibilities. Perhaps solutions have been realised that are of added value to your organisation. As of 17 October, all organisations are running on the Winter '21 update. Hereby a small selection of the new functionalities.<\/p>\n<h3>&nbsp;<\/h3>\n<h3>Email templates<\/h3>\n<p class=\"\">Finally there is a fine tool available for building email templates. With the <strong>Email Template Builder <\/strong>you can easily build your template from different components. Compared to the old situation, you now get much more consistency in your emails and more control over the layout.<\/p>\n<\/div>\n<\/div>\n<div id=\"block-yui_3_17_2_1_1602656708032_38632\" class=\"sqs-block html-block sqs-block-html\" data-block-type=\"2\">\n<div class=\"sqs-block-content\">\n<h3>&nbsp;<\/h3>\n<h3>Automating processes<\/h3>\n<p class=\"\">Salesforce is making <strong>Flow Builder&nbsp;<\/strong>the tool for automating processes. It looks like Process Builder and Workflow Rules are gradually merging into Flow. In the new release, Flow Builder gets an intuitive interface and extra functions. For instance, you can now start a process when deleting a record.<\/p>\n<h3>&nbsp;<\/h3>\n<h3>Chatbot<\/h3>\n<p class=\"\">With the <strong>Einstein Bot<\/strong> you can easily offer a chat function on your website. For example, customers can create a case themselves or request the status of an existing case.<\/p>\n<h3>&nbsp;<\/h3>\n<h3>Quick search<\/h3>\n<p class=\"\">The search function is a powerful tool to quickly open the record you are looking for. With <strong>Einstein Search<\/strong>, the search function has become even more powerful. The search results are based on your personal search behaviour and are therefore more relevant. Many customers have not yet activated this free function and that is a missed opportunity.<\/p>\n<h3>&nbsp;<\/h3>\n<h3>Optimisation tips<\/h3>\n<p class=\"\">To keep Salesforce in top shape, the <strong>Optimiser<\/strong> is an indispensable tool. This tool provides insight into which things can be organised differently or better in your organisation.<\/p>\n<h3>&nbsp;<\/h3>\n<h3>Report as attachment<\/h3>\n<p class=\"\">The report module already had the possibility to 'subscribe' so that a certain report would be sent to you periodically. New is the possibility to attach the <strong>report to the e-mail<\/strong>.<\/p>\n<h3>&nbsp;<\/h3>\n<h3>Custom reports<\/h3>\n<p class=\"\">For those working with <strong>custom report types<\/strong>, a major frustration has been solved. When you add new fields to objects, they are now also added to the appropriate report types.<\/p>\n<h3>&nbsp;<\/h3>\n<h3>Guest user<\/h3>\n<p>Finally, we see a significant change in security. The so-called <strong>'Guest User'<\/strong> is often used to create an integration between Salesforce and another service. To minimize risk, the permissions of the Guest User are severely restricted. Sometimes it is necessary to take action to prevent problems with the integration.<\/p>\n<p>To learn more about the Winter '21 update, check out the <a href=\"https:\/\/admin.salesforce.com\/releaseinabox\" target=\"_blank\" rel=\"noopener\">release notes<\/a>.<\/p>\n<h3>&nbsp;<\/h3>\n<h3>Solutions for nonprofits<\/h3>\n<p class=\"\">Want to get even more out of Salesforce<\/p>\n<\/div>\n<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ed4630c elementor-widget elementor-widget-button\" data-id=\"ed4630c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/test.twopurpose.com\/en\/nonprofit\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">View our solutions<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>It is a good tradition that Salesforce makes a major update to its platform three times a year. Usually you don't have to do anything for this, but it is advisable to investigate the new features. Perhaps solutions have been realised that will add value to your organisation. From 17 October, [...]<\/p>","protected":false},"author":67,"featured_media":6713,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[200],"tags":[28],"class_list":["post-4499","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-200","tag-salesforce"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.4 (Yoast SEO v26.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Salesforce Winter &#039;21 update | TwoPurpose<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce Winter &#039;21 update | TwoPurpose\" \/>\n<meta property=\"og:description\" content=\"Het is een goede traditie dat Salesforce drie keer per jaar een grote update doorvoert op haar platform. Meestal hoef je hier niets voor te doen, maar het is wel aan te raden de nieuwe mogelijkheden te onderzoeken. Wellicht zijn er oplossingen gerealiseerd die voor jouw organisatie van toegevoegde waarde zijn. 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