T The Salesforce Summer ‘21 release is here – and there are a lot of upgrades and new features. Don't have time to read the release notes? We've picked 5 of our favorite changes to the world's favorite CRM.
1. Pipeline Inspection
Greater visibility into pipelines means more accuracy in your projections. Sales teams can now filter the Pipeline Inspection view in a number of new ways. Users can dial in quick filters to narrow the view by time period, team or sales rep. Click any of the pipeline metrics to see a list of matching opportunities, or refine the view with filter criteria.
To help users identify deals that need more attention, recent changes are highlighted in the opportunity list. Changes to amounts, close dates, forecast categories, and stages are highlighted with red and green text and arrows. To see what changed, when it changed and who made the change, hover over the highlighted text. Also, details about recent activities on an opportunity are now available when users hover over the value in the Recent Activity field.
Pipeline Inspection gives organizations a single view of their pipelines with key metrics, opportunities, and weekly changes in close dates, amounts, stages, and forecast categories. With these insights, your team can focus on the most important opportunities, and sales and marketing can work together to deliver the right content at the right time.
2. Score Lead Segments Separately for More Accurate Results
When you tell Einstein (you’re using Einstein, right?) to evaluate your leads and conversion history separately for different groups of leads, your lead scores are more useful. For example, you can score leads from trade shows and advertising campaigns separately to let Einstein determine their unique conversion patterns and provide better scores for each. If your business works with different types of leads, their conversion patterns could have significant differences. When you use field-based criteria to put them in different segments, Einstein can calculate more accurate scores based on those patterns. Define your segments based on the criteria that make sense for your business, save time and work smarter by using data, and spend more time closing deals. If you aren’t using Einstein, now is a great time to start.
3. Update Fields from the Report Run Page with Inline Editing (Beta)
Keep the data in your reports and object records up to date while saving time and clicks. Now, when the source data for a report gets out of date, it’s not necessary to go back to the original object record to update the information. With inline editing, you can update certain types of text, numeric and checkbox fields without leaving the Report Run page. For example, sales reps can run an opportunity report and review and update the opportunity amounts in one place, instead of having to edit the records, or, worse yet, contacting your Salesforce admin and sending them an email with all the changes they want to make.
Open a report and hover over the text, numeric, or checkbox field that you want to edit. If you see a pencil icon, you can click it, modify the value, and then save. The field value is updated on the report and in the source record, and the report reruns automatically. Presto!
4. Auto Add Fields to Custom Report Types (Generally Available)
It’s time-consuming to add new custom fields to your reports, especially when you have many custom report types. You have to go to Setup, type “report type” into quick find, click on report types, click on the specific report type, choose “Edit Layout”, and drag and drop the fields in. There goes your morning. With Auto Add, custom fields that you add to a Salesforce object are added automatically to all the custom report types based on that object. When you create a report from the custom report type, all the custom fields are right there for you to add to your report.
Inline editing and Auto Add Fields aren’t the only great reporting updates—now you can also Download a Dashboard Image to a File. For an image of your dashboard that you can embed in presentations or refer to wherever you are, download the dashboard to a PNG file. No more screen capping your dashboards!
5. Read More Easily with Native Fonts and See More Clearly When Using a Custom Theme
Have you been longing for improved readability and performance? Lightning Experience now uses the native sans serif font on your system or device. Each operating system’s UI font is designed for optimal legibility on screens, making it easier and more comfortable for most users to read than Salesforce Sans. The system font makes Salesforce look native to the environment, leading to a smoother transition when you switch between Salesforce and other applications. Better Localized Experience System UI fonts support languages that don’t use Latin characters. Characters in Chinese, Japanese, Cyrillic, Arabic, Greek, and Hebrew are represented in system UI fonts, but not in Salesforce Sans. For users of such languages, the Salesforce user interface appeared in a combination of Salesforce Sans and a native font such as Arial that included the required characters, which didn’t look great or read very well. Also, system UI fonts are neutral. Using them prevents conflicts between the Salesforce brand and your brand in your customized Salesforce org. Enhanced Performance System UI fonts don’t require any network traffic because they‘re already on your computer or mobile device. Pages are going load a lot faster.
Salesforce has also changed the way brand colors are calculated in Themes and Branding. This seems small, but these changes will improve contrast on screen and allow for better visual accessibility for all users.
About the Writer:
Matt Collins – Digital Marketing Manager
Matt brings ten years of hands-on experience directing demand generation, consulting and sales operations in Toronto’s marketing technology industry to Think Shift. He has a deep knowledge of Salesforce, Hubspot, Act-On, Eloqua, Marketo and more.