What’s New in Summer ‘21 release: New Features in Major Salesforce Clouds

Salesforce has finally unveiled its Salesforce summer 21 Release Highlights, and we can’t keep calm anymore! This release will be rolled out in your Salesforce Org by June 12, 2021. Salesforce has come with some exciting features for all you people. Above all, it has brought extensive enhancements in every Cloud. But today, we are here to discuss the top Clouds and what’s new in them.

So let’s just dive deep into the Clouds and know the features!

1. Sales Cloud

A) Pipeline Inspection

With Pipeline Inspection in Salesforce, you can improve the performance by examining the health of your pipeline. Also, this will help you accurately forecast revenue.

Consolidated View of Deals

This allows you to have Opportunities, Metrics & Insights into the most recent changes to key fields all in one place.
Furthermore, you can filter your pipeline by using the toggle feature. Simply toggle between periods and users quickly without the need for multiple list views.

Identify Trends & Deals That Need Support

This feature of the Pipeline Inspection allows you to focus on the most important opportunities. Thus, this would help you get more time to coach sales reps to help close more deals.

B) Collaborative Forecasting

The Collaborative Forecasting feature in the Sales Cloud allows you to have a better forecast experience.

Get Optimized Forecast Setup

With the new Setup up flow, you can make setting up a forecast category easier than ever before!

Custom Measure Forecast

This allows you to reflect your business model accurately with Base Forecasting. It enables you to measure any number of currency fields.

C) Salesforce High-Velocity Sales

Salesforce Sales Cloud has been amped up with some hot new features in Sales Cloud. Let’s see what they are.

Native LinkedIn Sales Navigator Integration

Profile and company components
InMail and connection request cadence step and actions

Sales Cadence Engagement Details

Engagement per Step Overtime
On Cadence record home

Daily and Monthly Engagement Reports

Per-user, lead, and contact
View templates used in sales cadence engagement report

Email Message Custom Report Type

Advance Cadence and Skip step APIs

Increased Active Cadence Tracker limit (500k per Org)

2. Salesforce Marketing Cloud

A) Einstein Content Selection

You know that Content is a marketer’s lifeblood. Now, creatives and copywriters will get interesting and actionable insights and time-saving workflows.
Content Testing: With ECS, marketers can test content with no code, no scripts, and no hassle. Thus, this allows them to get great results.

B) Einstein Copy Insights

With Einstein Copy Insights, you can build a subject line that works. This allows you to get a sneak peek at a subject line’s predicted performance. Furthermore, it predicts the open rates based on your historical performance + global data.

C) Einstein Send Time Optimization

With this, you can build a preview of Einstein’s timing recommendations for the channel, time frame, and audience you need.
Also, better manage the downstream impact to other stakeholders like increased web traffic or call center volume.

3. Service Cloud

A) Einstein Bots

Article Answers: Simply choose your existing knowledge articles to make available to the boat.
Input Recommender Enhancements: Einstein recommends new inputs to train your NLP Intent model from your chat transcript data. Also, Input recommender supports various languages such as Dutch, French, German, and Spanish.
Simplified NLP Data Management: Build an intent model with as few as 20 utterances per intent.
New languages that Einstein Bots supports are Danish, Korean, and Swedish for Natural Language Processing.
Language-Based Intent Sets: Intent sets can contain utterances in multiple languages and support bulk language assignments for utterances.

B) Einstein Case Classification

You can boost prediction quality with custom condition filters. Also, you will get notifications for the build progress. And, Einstein Case Classification value package.

C) Einstein Article Recommendations

Now, you have access to the Metrics API. These metrics will be focused on usage by agents and the performance of the product. And, to make customer service a lot better you have access to Auto-enablement Article recs and Article recommendations for the Conversations pilot.

4. Tableau CRM

You can now Auto-add new fields to report types it is generally available. Inline editing in Reports Closed (Beta) and Download dashboard to PNG. This one is also generally available.

A) Intelligent Home for Tableau CRM

You will have access to an intelligent home experience, customizable by admins, Personalized by business users.

B) Sentiment Analysis (Pilot)

Smart transformation of data during story creation.

C) Implement External Models (Pilot)

Deploy externally trained models in Einstein discovery. Upload your model and associated files as .zip.

D) Multiclass Classification (Pilot)

You can assign every record to its most probable class.

5. Einstein Automate: Flows and Bots

A) Multicolumn Flow Screens

Multiple sections, multiple columns: This allows you to add rich layouts without writing code.
Margin & Spacing Control: You can use thin columns to achieve gutters, margins, and fine spacing control.
Grouping for Conditional Visibility: You can apply the visibility rules to a set of components or fields- by setting them at the section level.

B) Path Highlighting for Autolayout Mode

Failed Flow Runs are Automatically Saved to set up. Also, you can now debug Time-based Pauses.

C) Flow Orchestrator

Now, you can streamline workflow by unifying complex business workflows.

Orchestrate Multi-User Processes: Combine multiple processes into unified workflows and facilitate multi-step approvals.
Increase Productivity with work Guidance: Streamline workflows with work queues, notifications, and intelligent decisioning services.
Identify Bottlenecks & Opportunities: You can now spot problems early with monitoring tools and take effective action fast.

Wrap Up

This was it about the new Salesforce summer 21 Release Highlights. We will be back with another interesting blog for you all. Till then, stay updated with the latest Salesforce developments through our social media handles. Also, if you want to avail any kind of Salesforce Development Services for your business, we can help. Want a personalized demo? Click here!