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Salesforce Winter 2021 Release Quick Highlights - Encaptechno

Salesforce Winter ’21 Release Quick Highlights

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Salesforce has released its Winter ’21 release while introducing many new features that offer various benefits. The CRM team has put together highlights from this new release so that they can help the developers in understanding and working with them in a better way. The features that have been introduced in the Salesforce Winter ’21 release are focused on enhancing the user experience with the sole objective to make everything more productive.

Salesforce Winter 2021 Release Quick Highlights - Encaptechno

One of the key differentiators of every Salesforce release is the innovation and feature upgrades that the company introduces. It is because of these changes that Salesforce attracts customers relentlessly. In case you are a Salesforce customer, you must use the new functionality available from every update to make the most out of what is available.

The core philosophy is to have a thriving CRM system by adopting a continuous improvement and leveraging upgrades that are delivered to make the most of the CRM investment. The only thing is that with the sheer number of fixes, changes, and additions, the Salesforce developers can often get overwhelmed when they are busy with everyday work.

In this blog, we will be listing some of the most important and top Salesforce Winter ’21 Release quick highlights for your attention:

1. Dynamic Forms

In the new release, the feature of Dynamic Forms helps the Salesforce instances for lightning. This offers multiple benefits because it enables the admins to form sections of a page and fields that can be used as components for the lightning app builder which then helps in configuring and giving the users access to sections and fields just as needed. There is no longer a need for blocks of fields on a record page.

The feature of Dynamic forms in the new Salesforce release helps in enhancing the way in which the users interact with the record pages. It increases the load time of the page, helps in easily managing the fields and sections on pages with no need for using the page layout editor, and also reduces the page layouts as needed. In the new feature, the dynamic forms are enabled for each org, so one can start setting them up from the lightning app builder.

In the component palette of the lightning app builder, the field section and the components of the field are now available to create the dynamic forms. You can begin by opening an existing record page in the lightning app builder and then clicking the upgrade now from the record detail properties to launch the Dynamic Forms migration wizard that helps to add fields and different field sections to pages. On the other hand, you can also create new pages from scratch.

It is recommended to reconsider your page design set up by leveraging the dynamic forms, particularly when you see multiple record types. You can get in touch with Salesforce implementation partners if you need assistance in setting up this feature or redesigning the pages.

2. Lightning Components

Many people have built Aura and Lightning Web Components by now and most of this logic runs on the Aura Enables Apex methods that reside in the controller classes. In the Salesforce Winter ’21 release, if you want to successfully communicate with the Apex method, the user should have an appropriate Apex class enabled on the profile or a permission set.

The fact this applies to all the components, even the new and the existing ones may require the profile changes to maintain great functionality. Fortunately, it is simple to add permissions. All you have to do is open up a profile or even permission to set and select the Apex Classes section to add the controller class to the list. In case you have been managing the profiles and permissions with the help of managed packages, the new release makes it great for you to begin.

3. Analyze Lightning Page

Analyzing the lightning page is a simple feature for the admins that helps them to utilize and vastly improve the loading time of the lightning pages. With the help of analyzing features, you can quickly understand what causes longer load times than usual.

Besides this, you can also receive quick recommendations for any improvements with a simple click of a button. For using this feature properly, you can go to the lightning app builder, click on the Analyze button so that the pages begin the evaluation. The pages are then analyzed based on the fields related to the list components and the metadata of a record page.

4. Apply Audience to the Record Detail Page

Many communities require additional customization because they are external facing. Due to this new update extending the customization to the record detail page, the previously customizable feature through the use of record types gets triumphed.

Additionally, you can now vary with what people see on a record detail page using the audience criteria based on the record fields. For instance; it is possible to display multiple theme layouts or different pages for high-value or low-value opportunities. Also, the record criterion is further moved from the advanced section to the main body of the editor section which helps in easy combination with user criteria to create the custom formulas.

5. Updated Highlights Panel

A simple but very useful update that can help the users to become considerably efficient is the updated highlights panel on the record page. It helps in making the users see more record information on a highlights panel when they move over a lookup relationship field. This is when you hover over the accounting field on an opportunity.

There isn’t a required setup for this kind of feature because it will be automatically turned and displayed in the first few fields on the compact layout. The users are no longer required to go to the related records for seeing more details.

6. Customizing User Search Results

With the new Salesforce release, Einstein search can help in personalizing all that is returned by the re-ranking of the results so that they can be made more relevant to the individual user.

The results are evaluated based on factors such as recent user activity, ownership of records, and geographic location. Anyone who uses performance, enterprise, professional and unlimited editions in lightning can begin using this feature.

For turning on the Salesforce Einstein Search, go to the quick find box in the setup and typing and selecting, “Enable Einstein Search”. Further, select all of the three checkboxes to enable the search. This feature is very quick, simple to turn on, and easily delivers personalized results to the users making everything more efficient.

7. Creating Engaging Email Templates

Creating Engaging Email Templates

The users can create engaging email templates very quickly by using the new email template builder offered by Salesforce. The new builder enables one to quickly build templates using the drag and drop functionality instead of the HTML code.

In addition, the drag and drop functionality also enhances the speed of the entire process of creating engaging and visually attractive email templates for the sales team that can be sent to the clients. The builder is now available for all editions of Sales Cloud in lightning as well as editions in Pardot using the Pardot Lightning app.

For accessing the builder or for creating and editing the email templates, the users should have access to lightning content builder or they should also be managing the content builder permissions.

8. Composite Graph APIs

This highlight is no less than a game-changer for anybody who is working with the Salesforce API. The new composite graph API helps the developers to create complex requests while combining numerous operations that don’t have to be related to each other within a single transaction.

It is also possible to define an all-or-nothing behaviour while not having to worry about any rolling back of data in case a multi-step operation fails midway. This only means that one can perform multiple actions in just a single API call and in just a single transaction. Some of the potential efficiency gains for the API heavy implementations are highly authentic.

9. Outlook Integration

Outlook Integration

Some of the important changes for email integration in the Winter 21 Salesforce release lead the Einstein Activity Capture to replace the lightning sync. In case you are already using the lightning sync, you can keep using the product. However, implementing Einstein will leverage improved integration and new functionality. The new Einstein Activity Capture features help in setting up and improving syncing behavior for ensuring the right record in automatic syncing.

Besides this, it is also possible to control sharing settings on emails by providing unlimited access. The insights dashboard empowered with analytics helps in diving into records syncing and creating email insights based on the information synced with Salesforce.

The Salesforce Einstein also helps in creating around ten custom insights as they look for keywords and highlight them in the activity panel. This is a great benefit because it helps the users to take action at a time when it is most relevant.

10. Displaying Survey Pages

The Salesforce Surveys allows an ability to create a unique customer journey by defining which survey page is used for skipping to next based on the Salesforce data.

You can let the data in the Salesforce org determine which survey page participants should view next. Besides this, variables can be used to define conditions in a page for branching logic. Further, using associated records merge field variables and participants record merge field variables help in defining the first level conditions. Using the org variables defines conditions based on org’s information and the custom variables define conditions based on values that one defines.

Conclusion

The Salesforce Winter ’21 release brings multiple features to the table that are extremely helpful. In case you need support with implementing any of the Winter ’21 releases, a Salesforce implementation partner like Encaptechno that comes with extensive knowledge, previous experience in facilitating customer success, and offering a comprehensive experience can help a lot.

Contact Encpatechno today to get immediate support in implementing the Salesforce winter release today and get things going.

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Tips for Establishing your App on Salesforce AppExchange - Encaptechno

Tips for Establishing your App on Salesforce AppExchange Successfully

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Tips for Establishing your App on Salesforce AppExchange - Encaptechno

AppExchange is actually a marketplace for all types of Salesforce products like Salesforce applications, flow solutions, lightning components, etc. It is considered the largest business application marketplace for app development and around 80% of Salesforce users utilize the valuable ecosystem that it offers for connecting with the key stakeholders and installing the applications in just a couple of clicks.

As the Salesforce implementation partners, some of the biggest and most successful SMEs and Fortune companies use the AppExchange marketplace for effectively integrating everything into just one system. It is quite useful in solving issues that are linked to building solutions from the beginning with a short time and third-party services that the users ask for integrating or any different problems that can be solved through Salesforce components.

It is best to consider Salesforce AppExchange as a community where the Salesforce partners, brands, or clients can interact and form solutions as different services. As for the lighting platform developers and consultants are concerned, the AppExchange helps in helping customers reach business solutions. On the other hand, the Salesforce AppExchange is used as a hub of talent and tools for uncovering maximum productivity.

After understanding what is Salesforce AppExchange, we will look at different ways in which the AppExchange works, you can use it and publish an application with it successfully. So let’s begin:

The Working of Salesforce AppExchange

For anyone who is looking for a marketing tool to establish and promote an app, the Salesforce AppExchange can be highly reliable. It enables a person to describe solutions, support, other details, and pricing which can then be used by the customers to find out if the services being offered are correct for them or not.

In addition, one can also be used to upload photos, videos, and different types of content for making it clear for the customers to nicely understand what is being delivered. On the basis of the information that is provided, the AppExchange is capable of organizing businesses into different areas such as sales, marketing, and analytics.

How to Create a Listing?

You can create a listing right after you have created a provider profile and uploaded the package in a rightful manner. You are also allowed to make just one listing per application or component. This is because having just one listing makes it simple to maintain and upgrade the offerings over a lifecycle.

It also assists in achieving a high rank because the metrics used by the AppExchange for ranking applications and components are not diluted all across the listings. Furthermore, this also proves to be beneficial for the customers because they can easily find your services and the reviews in one place only without having to get lost in multiple other listings.

It must also be remembered that the listings and components can be browsed by anybody who needs the services that are mentioned already. For installing the applications and components, it is best that one has the “Download Packages” information. For creating the package, you have to get the due permission to “Create Package” and for uploading that package to the Partner Community, you must get the permission to “Upload Package”.

Building an App for Salesforce AppExchange

There are five major steps involved in changing an idea into the Salesforce application development

1. Join the Partner Community

Join the Partner Community

The primary step for the app development process needed for AppExchange is to join the Salesforce Partner Community. For that, you have to follow the simple steps given in the ISV Basics Trailhead to become a part of the Partner Community.

An amazing and reliable source for collaborating within the Salesforce ecosystems with the help of groups, joining the Partner Community offers some great resources to learn the best practices. One can ask questions, stay updated with new features and tools for the partners, and also register for webinars and other events.

After joining the Partner Community, you will be receiving a free Partner Business Org that includes the business technology for growing and building with Salesforce. Within this Partner Business Org, there will also be access to the Channel Order App (COA), Environment Hub, License Management App, etc.

The LMA is very helpful in managing the leads and license for the AppExchange offerings and the COA allows one to create, submit, and track various orders with the help of Salesforce. The environment hub on the other hand gives access to a special kind of Development Org called a “Partner Development Org” only available to the partners with better limits and more permissions.

2. Building an App

Building an App

After joining the Salesforce Partner Community, it is time to start building the application with the help of the Salesforce application development. Before a person starts building anything, it is important to think about security. When you read ahead to the final step which the Security Review, you will understand that all apps on AppExchange are supposed to meet some standards before they can get listed.

For the Salesforce application development process to be successful, it is necessary to include the Security Review best practice into an application right from day one. Building an application while keeping security in mind enhances the process and enables them to get an app through the security review standards very quickly.

There might be a need to spin some of the different Orgs utilizing the Environment Hub which means moving on to the next step. The trailhead unit helps in walking through different Orgs you will wish to create. Irrespective of what you might be creating, it can make sense to change at least Orgs before starting, one for development and another for packaging. For signing up for a new org, you just have to click on the “Create Org” button in the Environment Hub application.

One of the handy tips is to earn the ISV app development module because this trailhead module covers the ISV development lifecycle, the detailed method of managing and creating Orgs, and following the correct approach for packaging and testing an application. In addition, it is also a great time to check out the Developer intermediate trail, expand the Salesforce developer skills and check out the lightning experience trail for learning about the lightning experience.

3. Package Your Application

Package Your Application

After the application has been built finally, it is time to package your application. A package can be described as a bundle of components that help in composing the application. The managed package provides intellectual property protection and enables the delivery of seamless upgrades while offering support for license enforcement features.

It is also only responsible to distribute the managed packages on the AppExchange and not the unmanaged packages. If you wish to get instructions on creating and uploading a managed package, you can log into your packaging org and reference the steps mentioned in the ISV force guide.

It is important to test your application before creating a managed package because many attributes of your components are locked once they are put in a managed released package. The trailhead unit helps in walking through packaging and testing an application as well.

4. Design

It is possible to attract the prospects after the app development with a compelling AppExchange listing that assists the customers to understand the values that you can offer with the help of screenshots, pricing, demos, and on the spot trails and installations.

You can also include an attractive header image, a screenshot, and a description rich with SEO keywords. This particular page of the ISVforce guide explains how to create and edit an AppExchange listing.

Begin this step by linking the managed package to your listing then go to the organization tab in the publishing console and click on “Connect Organization”. Follow the step given below of the ISVforce guide helps in connecting a packaging org to your AppExchange listing.

  • After linking your packaging to a listing, skip to the next step and submit for the security review. Submitting the security review, come back and complete the design of your listing. The steps 4 and 5 can be completed simultaneously.

5. Review

Protecting the customer data and maintaining trust is both a part of the Salesforce core values. The Security Review helps in establishing a reliability factor between you and your customers. All the apps that are published on the AppExchange have to go through a mandatory review so that assessing the app’s security posture is done in the right way.

You can prepare for it early right in your development process. What’s more is that Salesforce offers multiple free security resources for assisting you with the education, design, and development of applications.

Taking the advice of a Salesforce consultant can help a great deal in having a practical and a hands-on experience with the fundamentals of application security, testing tools and following instructions on submitting for Security Review. After you pass the security review, it will become possible to publish the app on AppExchange which will make it possible for the complete Salesforce ecosystem to see and interact with the listing that you have created.

Now that you have published the app, it is now time to market and promote it correctly. To do that, follow the steps mentioned below

1. Target Audience: We all know that the first step in marketing any product is to have a good knowledge of the audience that we are targeting. Go ahead and conduct appropriate client interviews to understand the needs much better and assess all functionalities that can be best implemented for the application.

Create a strategically strong marketing plan to target and attract an audience. When you know your customer needs and what attracts them the most, framing the app in a way that it attracts the audience also becomes easy.

2. Promoting the App: For promoting the application, you can take many routes. Begin by posting on social media accounts for promoting your app and reaching a wide audience. On the other hand, you can also create Salesforce specific events that can help in connecting face to face with the Salesforce customers and leaders. Staying updated with the Salesforce events pages will help you advertise with the right events.

Salesforce also provides funds for industry events and the promotion of these products through the conferences can be highly valuable. Build a network with the help of social media and events so that you can promote the app at an exponential rate.

3. Make a Demo and Collect Reviews: Making a demo for your customers can help greatly in increasing the sales process by answering an increasingly more number of questions that the customers may have about the functioning of an app. More information about a product helps a customer to become comfortable with it.

When you build more reviews, it will become possible to garner a good reputation and attract in future customers for your application. In addition, the leads will be able to receive valuable feedback for improving your services. Customer reviews are always important for the success of an application and help in increasing the sales of a product.

4. Striving for Continuous Improvement: After an application gets launched, the work does not get over. There will be important updates to release, problems to fix and taking care of the maintenance problems as well.

You will also be required to take the necessary steps that can help in preparing for any issues or changes that might come ahead. It can be a good idea to have a post implementation plan that can help a company in foreseeing any expected problems ahead while ensuring that you are prepared to face those problems.

Conclusion

All the steps that are mentioned above can help a great deal in ensuring the building, publishing and promotion of an application on the Salesforce AppExchange. Should you need any more help with the processes then the team of Encaptechno can be of immense help to you.

Irrespective of the fact if you are a customer or you are just looking to learn more about building on the AppExchange, our team dedicates to the goal of building the best for you. In case you wish to learn more about how to start building for achieving success on the AppExchange, feel free to get in touch with us. We will offer an in-depth session on how to start or where to go next.

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