The Salesforce Spring ‘21 Release rolls out on February 5th and 12th.

Below are a few features that will be especially helpful for you and your firm. If you would like a more in-depth walkthrough of these features, please contact our Altvia Care team at support@altvia.com.

1. Share Records with Manual Sharing

With manual sharing in Lightning Experience, you can share individual records and manage record shares in a new streamlined interface. This allows for special cases where a record should be shared outside of the configured sharing rules.

Share records

Click the Sharing button on the record that you want to share. In the Share window, you can manage who the record is shared with and share any associated records. Manual sharing is available for all AIM objects that are set to a sharing level below “public read/write”.

share record settings

This functionality is available on a rolling basis starting in the Spring ’21 release and will be available to all customers by February 27, 2021.

 

2. Streamline Report Creation with Multiple Fields

Users can now select one or more fields from the Fields panel in the Lightning report builder and drag them to the Columns list in the Outline panel or directly to the report preview. To select multiple fields, press Ctrl (Windows), Cmd (Mac), or Shift when you click.

spring release

 

3. Save Dashboard Results with Filter URL Parameters

There’s no need to set up the same filters each time you view your dashboard in Lightning Experience. We can now create a custom URL that includes the filter parameters and put that URL in a button or link on Home pages or record pages. Then when you click that button or link, your dashboard opens with the filters already set.

url filters

 

4. Multi-Factor Authentication & Login Metric Tracking

To help with your multi-factor authentication (MFA) implementation, the Multi-Factor Authentication Assistant now provides access to an MFA Accelerator webinar and to login metrics in the Lightning Usage App. User login security is a cornerstone of protecting your data, and login metrics give you insight into user login activity.

multi factor auth

The new Login Metrics tab in the Lightning Usage App provides data for your org’s identity services, including multi-factor authentication (MFA) and single sign-on. If you’re implementing MFA, you can use login metrics to monitor MFA adoption. MFA was also added as a feature in the Salesforce Optimizer App to help you track the users who are (or aren’t) logging in with MFA.

multi auth

How Can I Learn More?

Visit the Altvia Community for help articles or Salesforce Spring 2021 Release where you can access: