Changes to AIM from Salesforce Summer ’21 Release

The Salesforce Summer ‘21 Release rolls out June 4th and 11th.

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

1. Update Fields in Salesforce from the Report Run Page with Inline Editing 

With inline editing, you can update certain types of text, numeric, and checkbox fields without leaving the Report Run page.

Salesforce Release

2. Download a Dashboard Image to a File

For an image of your dashboard that you can embed in presentations or refer to wherever you are, download the dashboard to a PNG file. Previously, you could only obtain a dashboard image by using a screen capture app.

download dashboard

3. Create a Dynamic Actions Bar for Your App Page in Salesforce 

Access all your most important actions in one convenient bar. Easily add, drag, and configure the Dynamic Actions Bar component on your app page with the Lightning App Builder. Customize your bar with standard and custom global actions.
dynamic actions

4. See Record Access Reasons in Lightning Experience & Control Access to Sensitive Data with Restriction Rules 

A user has access to a record, but why? Is it because of their role? Their territory? From a sharing rule? Now you can see why a user has the access they do, right from Record Sharing Hierarchy in Lightning Experience. Sharing Hierarchy is now available on the action menu, not just in the Share window.
record access

Secure your data and boost productivity by permitting your users to see only the records necessary for their job function. Create restriction rules to control which subset of records you allow specific groups of users to see.

sensitive data

5. See the Full Picture on Tablets

A full-width view of Lightning on tablet is here! This experience uses the tablet’s full screen to display desktop record layouts with mobile optimized components. It supports Lightning apps, full-width Lightning record pages, Lightning navigation, and Tableau CRM.

How Can I Learn More about Salesforce Releases?

Visit the Altvia Community or Salesforce Summer 2021 Release where you can access:

  • Release Videos that include demos of top features.
  • Release Notes for detailed information on all new features.
Or you can request a demo.

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