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Wednesday, October 21, 2020

Salesforce Winter ’21 (WI21) Release Date

Salesforce Winter ’21 (WI21) Release Date  Salesforce Winter ’21 (WI21) Release Notes The Winter ’21 release delivers innovations across the Salesforce Customer 360 platform to help connect you to your customers, from anywhere.

Winter '21 (WI21) Starts From 9 December 2020

How to Use the Release Notes
Our release notes offer brief, high-level descriptions of enhancements and new features. We include setup information, tips to help you get started, and best practices to ensure your continued success.

Get Ready for the Release
Reading the release notes is a great step in preparing for the release. These other resources help get you, your org, and your users ready for what’s coming your way. We add resources throughout the release when they become available, so check back often


How and When Do Features Become Available?
Some features in Winter ’21 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.

Supported Browsers
We made some changes to our supported browsers documentation, making it easier to find what you need. Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.

Salesforce Overall: Multi-Factor Authentication, Einstein Search Personalization, and Salesforce Anywhere (Beta)
Use the Multi-Factor Authentication (MFA) Assistant to help roll MFA out to your users. Get personalized search results based on your activity, location, and other factors, with Einstein Search. Experience the future of CRM with Salesforce Any where’s real-time alerts, chat, and Lightning Flow invocable actions (Beta). Also, read through our Customer 360 guides and solution kits to help solve complex business cases, add custom themes to in-app guidance, display specific survey pages to participants based on data, and more.

Prepare your business, employees, and facilities. Respond to major events, such as the current COVID-19 crisis, with the apps and services in Work.com.

Service: Service Cloud Voice Streamlined Setup, Omni-Channel Supervisor for Calls, Einstein Bots Templates, and More
Get started with Service Cloud Voice using a streamlined setup, support for Sales Cloud, the Voice API Toolkit (generally available), and more. Let Omni-Channel supervisors view calls as they happen to improve training and onboarding. Build your Einstein Bot faster with a new guided template and strengthen intent models with Input Recommender (beta). Field Service Time Sheets let you track your employees’ hours right inside your field service solution. Accelerate your customer service configuration with easy setup and built-in best practices. Learn about these and other new Service Cloud features.

Sales: Sales Cadence Improvements for High Velocity Sales, Global Models for Einstein Lead Scoring, Opportunity Deal Change Highlights, and Multi-Cloud Support for Billing
Organize and share sales cadences in folders, pause sales cadences, and change step ownership. Use Einstein Lead Scoring even when you don’t have enough data of your own. Use opportunity deal change highlights to see what’s changed in the pipeline. Create invoices and bills for orders that originate from B2B Commerce, Service Cloud, and other systems. Plus, Call Coaching users can share voice calls. Get more out of Einstein Activity Capture with new connection and configuration options. And sales reps get even more productive with emails and templates.

Industries: Document Management, Forecasting, Public Service Optimization, and Much More
Our industry-specific solutions work even harder in Winter ’21 to bring you closer to your customers. Health Cloud brings you streamlined document management for patient intake, along with new inventory management and sales forecasting capabilities. Financial Services Cloud unveils a new community portal template, compliant data sharing, and improved record rollups. Consumer Goods Cloud helps you plan store visits and keep shelves stocked, and Manufacturing Cloud gives you finer control over rebates and account forecasts. Our new data processing engine works behind the scenes to help you leverage your Salesforce data for bigger business impact. On top of all that, meet the newest addition to our line-up of industry-specific solutions: Public Sector Foundation, with advanced support for government service providers and users!

Analytics: Einstein Discovery Fast Start Templates, Sync Out for Snowflake, Einstein Discovery Automated Model Refresh
Analytics includes Reports & Dashboards, Einstein Analytics, and Einstein Discovery. Get Einstein Discovery going more quickly and easily with Fast Start Templates. Export your raw local Salesforce data to your Snowflake data lake without the need for a third-party ETL tool. Automate some of the manual steps required to update your Einstein Discovery predictive models with scheduled model refresh.

Salesforce Einstein: Build Bots Faster with Templates, Make Opportunity Scoring More Relevant with Filters, and Search Personalization Is Generally Available
Bots are faster to build and more collaborative with intent model enhancements. Opportunity Scoring has filters to let you decide which records and fields are considered. Personalization tailors search results to the way each user works in Salesforce.

Commerce: Order Management Enhancements and Enhanced Lightning B2B Commerce Capabilities
Check out what’s new in Salesforce Order Management and Lightning B2B Commerce.

Communities: Experience Cloud, New Audience Criteria, Enhanced Build Your Own (LWC) Template, and Better Guest User Security
Our elves have been hard at work this release delivering new features and enhancements. We’re revamping our image and introducing our new name: Experience Cloud. Take advantage of more granular audience criteria that let you vary record detail pages based on record fields. The latest Build Your Own (LWC) template is packed with changes, including support for an upgraded version of Lightning Locker, custom URL paths, and SEO. And your data is more secure than ever with the enforcement of several guest user security settings that were introduced in previous releases.

Salesforce CMS: Content Delivery Network, Local Content Import, and Folders
Share your public content with a content delivery network (CDN), import images and documents from your local drive to Salesforce CMS, and organize your CMS content with folders.

Mobile: Productivity Features and More Convenient Navigation
Get more done in the Salesforce mobile app with launchpad, activity timeline, and other productivity boosters. Notifications features give you even more control over your custom notifications. Mobile Publisher for Communities now supports Marketing Cloud push notifications (Pilot). Experience the future of CRM with Salesforce Any where’s real-time alerts, chat, and suggested actions (Beta).

Customization: Lightning Flow Enhancements, More Dynamic Lightning Pages, and Einstein Builder Updates
Build and test flows with new layout and debug options, and launch flows when records are deleted. Break up your record details and create more flexible Lightning pages with Dynamic Forms and Dynamic Actions in the Lightning App Builder. Recommend anything to anyone with Einstein Recommendation Builder (beta).

Security, Privacy, and Identity: Security Centre and Mobile Device Tracking Generally Available, Required My Domain, and More Real-Time Monitoring Events and Field Encryption
Maintain security, privacy, and governance policies for multiple orgs with Security Centre, now generally available. View and manage mobile device access to your org with Mobile Device Tracking, generally available. New Salesforce orgs get a My Domain by default and existing orgs must define one. Keep a closer eye on your org with three new Real-Time Monitoring Events. Encrypt fields associated with health intake documents, and encrypt some Financial Services Cloud documents.

Customer 360 Truth: A Secure, Single Source of Truth for All of Your Customer Data
Learn what’s new with Customer 360 Data Manager. Give your users more identity verification options and a more personalized email change experience. And use one app to create multiple org monitoring policies.

Deployment: New Change Set Components
Send customizations from one org to another by adding these components to change sets.

Development: Create Your Own Salesforce App
Whether you’re using Lightning components, Visualforce, Apex, or our APIs with your favourite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.

Quip: Template Management, New User Engagement Template Metrics, Salesforce Data in the Relationship Map Live App, Filtered List Views, and More
Mark your embedded Quip documents as templates. Increase template adoption with the Template Library in Quip. Get granular user engagement metrics to see how users are employing Quip templates. Add inline live Salesforce data mentions to a Quip document or spreadsheet. Create hybrid Salesforce and Quip relationship maps.

Pardot: Email in Lightning, Einstein Enhancements, and More Customizations
Create, send, and manage your email templates and email content with an enhanced email experience. Connect to Salesforce CMS to host and reuse images for email marketing, and get rollup metrics on the email records you use most. You can also resync prospects faster after import errors are resolved and customize your Einstein Attribution success milestone.

Marketing: Transactional Sending and Behavioral Triggers in Journey Builder, Ecommerce Optimizer App in Datorama, Einstein in Interaction Studio
Marketing Cloud is the premier platform for delighting customers with 1:1 customer journey. It enables you to build a single view of your customer, leveraging data from any source. Plan and optimize unique customer journeys based on your business objectives. Deliver personalized content across every channel and device at precisely the right time. Measure the impact of each interaction on your business so that you can optimize your approach in real time and deliver better results.

Release Updates and Security Alerts: Generally Available with Improvements
View important updates and alerts in a single location in the generally available Release Updates. We added some enhancements to ensure that your Salesforce org stays up to date on all changes that affect its performance, security, and users.

Other Salesforce Products and Services

Spotlight on Content
We added information about our latest content enhancements, including new solution kits, new videos, and a new home for Identity content. Legal documentation has been moved to its own section.

Legal Documentation
We made seasonal updates to Salesforce Legal Documents.


Salesforce Winter ’21 (WI21) Release Date + Preview Information

Salesforce Winter ’21 (WI21)  Release Date

The first thing you should be aware of is when your production instance will be upgraded to the Winter ’21 release. It’s important that you test all your main use cases in Salesforce before this date to ensure that everything continues to work. Although there is rarely any chance of this, it’s important that these checks are carried out anyway.

The Release Date for Winter ’21 will depend on your instance of Salesforce, but the main dates are on Sep 18th, Oct 10th & 17th. If you already know the instance your production Org is located on, you can head over to Salesforce Trust and click on your instance name and hit “Maintenances”, this will show you the date of the Salesforce Winter ’21 release hitting your Org.

If you don’t know your instance, the quickest way is to head to company information within Setup in your Salesforce Org (Or look at the URL link of Salesforce in your browser if you are not using Lightning or MyDomains). If you’re new to Salesforce Trust and would like to learn more, I recommend checking out Ines Garcia’s post regarding signing up for notifications on Trust.Salesforce.com.


Winter ’21 (WI21) Sandbox Preview Information

The second thing you should be aware of is how and when your Sandbox is going to be upgraded. This is extremely important as this is the first opportunity you will get to test your system on the new release. You can sign up for a pre-release Org here, but these, of course, will not have any of your configurations.

Salesforce has two release windows for Sandboxes, which depends on whether your sandbox is a “Preview” instance or “Non-Preview Instance”. The dates for Sandbox preview start on the 11th September, you can see which Sandboxes are contained within each window below. For more information, check out Salesforce’s post here.