New in the Salesforce Spring 2021 Release with and More

By now, if you’re a Salesforce user, you’ve likely had time to investigate and take advantage of the spring release. If there are features you’ve yet to explore, though, don’t worry – we’ve got you covered!

Over the past few weeks, we’ve shared key release dates and feature, enhancement, and upgrade information through a series of Salesforce Trailhead recaps. Today, we’re wrapping things up and are recapping, Salesforce Anywhere, Analytics, Customer Success, and Learning, thanks to the wonderful insights and information contained in Trailhead.

Ready? Let’s dive in! and Salesforce Anywhere

  • Elevate Enhancements
    • This enhancement “lets donors select a designation for their gift and provide them with an option to cover fees on Giving Pages.”
    • Additional payment gateways are also now supported with the latest release.
  • Nonprofit Cloud: Grants Management Enhancements
    • These enhancements help users “simplify the process of inviting grant-seekers and handle related security/record ownership settings.”
  • Education Cloud: Admissions Connect
    • Creates a more seamless admission and recruitment experience for applicants and admissions teams.
  • Education Cloud: Student Success Hub
    • This hub helps K-12 schools “deliver equitable and holistic support from anywhere.”
  • Salesforce Anywhere: Live Data Enhancements
    • Spring 2021 allows users to include Live Data Mentions in document templates, which means that the field data auto-populates as a user enters it.

See What’s New with Analytics

  • Tableau: Prep Builder in the Browser
    • This allows users to prep data from wherever they have browser access.
  • Tableau CRM: Dashboard Components
    • This feature gives users “a new way to build dynamic dashboards with reusable widgets.”
  • Tableau CRM: Data Prep Enhancements
    • This enhancement lets users “store descriptions of top predictors and improvements” in their datasets.

Customer Success and Learning

  • Enhanced Premier Success Plan
    • This plan gives more features to users to help “speed their time to value.”
      • Look for:
        • Chat Support
        • Onboarding and Implementation Services
        • Training Updates
        • And More!
  • Signature Success Plan
    • This “top-tier success plan gives customers with complex operations even greater confidence in their Salesforce performance.”
  • Trailhead GO Enhancements
    • Where would the Salesforce community be without Trailhead?! If it weren’t for Trailhead, recaps like this wouldn’t be possible. Trailhead is a great educational resource for new and experienced Trailblazers.
    • In the spring release, users can now access the Community Collaboration functionality directly in the mobile app! This is pretty cool for connecting with your fellow Trailblazers. So, go ahead and ask as many questions as you want, discover new products, features, enhancements, and upgrades together, stay updated with groups, and, as Salesforce says, “connect from anywhere!” What could be better?

Thanks to Salesforce Trailhead for putting together this awesome module!

We hope you’ve enjoyed following along with these units and have learned a thing or two along the way. Which of these units or recaps benefited you most?*

*Ledgeview Partners is a proud Salesforce Partner since 2013.

Start the Trailhead Module

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Click here to revisit the important Salesforce Spring 2021 Release Dates you should know about.


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