Learn What’s New for App Builders in Winter ’22

Learning Objectives 

After completing this unit, you’ll be able to:

  • Enable Multi-Factor Authentication.
  • Build more interactive Lightning Pages with Dynamic Interactions.
  • Control access to sensitive data with restriction rules.
  • Grant access based on Activated User Sessions for Permission Set Groups.
  • Choose more options when you debug a flow.

Salesforce Certification

If you hold the Salesforce Platform App Builder credential, keep in mind that you need to complete this module by the due date to maintain your certification. Another important part of maintaining your credential is ensuring your Trailhead and Webassessor accounts are linked.

Interested in collaborating with other credential holders as you work through this module? Check out the Certification Exam Resources group in the Trailblazer Community. 

Interested in learning more about getting certified? Check out the Salesforce Platform App Builder credential.

Salesforce introduced a ton of great feature enhancements. Let’s take a look at some of the more important ones for this release.

Prepare for the Future Requirement to Enable Multi-Factor Authentication (MFA)

On February 2, 2021, we announced a future requirement for all customers to enable multi-factor authentication (MFA) for their Salesforce products. To satisfy the MFA requirement, all of your internal users who log in to Salesforce through the user interface must use MFA. Turn on MFA directly in Salesforce or use your single sign-on (SSO) provider’s MFA service. Salesforce MFA is available at no extra cost.

Where: This change applies to Lightning Experience, Salesforce Classic, and all Salesforce mobile apps in all editions.

When: Beginning February 1, 2022, per the Salesforce Trust and Compliance Documentation, all Salesforce customers are contractually required to use MFA for direct and SSO logins to Salesforce products. We encourage you to begin planning now and implement MFA as soon as possible.

Why: The global threat landscape is constantly evolving, and the types of attacks that can cripple a business and exploit consumers are on the rise. A key part of your security strategy is safeguarding access to your Salesforce user accounts. But user credentials alone don’t provide sufficient protection against threats like phishing attacks, man-in-the-middle attacks, and credential stuffing. That’s where MFA comes in. It’s one of the easiest, most effective ways to prevent unauthorized account access and safeguard your business and your customers’ data.

How: MFA requires users to prove their identity by providing two or more pieces of evidence—or factors—when they log in. One factor is something the user knows, such as their username and password combination. Other factors are verification methods that the user has in their possession, such as the Salesforce Authenticator app or a physical security key. By tying logins to multiple factors, it’s much harder for a bad actor to access your Salesforce environment. To learn more about MFA, watch the How MFA Works to Protect Account Access video.

We’re here to help you get ready for the MFA requirement. To get started, follow these steps to check out the Multi-Factor Authentication Assistant. 

  1. In Lightning Experience, click Setup.
  2. In the Quick Find box, enter MFA.
  3. Then select Multi-Factor Authentication Assistant.

For customizable templates for rollout planning and change management, download the MFA Rollout Pack.

Build More Interactive Lightning Pages with Dynamic Interactions

Now you can create applications with components that communicate and transform based on user interactions, all in the Lightning App Builder UI. With Dynamic Interactions, an event occurring in one component on a Lightning page, such as the user clicking an item in a list view, can update other components on the page.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To get the most out of Dynamic Interactions, admins and developers work together to design the applications. First, the developer writes custom Lightning web components that power the dynamic interactions. The developer then defines the events that are supported by a component and exposes them in the Lightning App Builder. Now, for each event, admins create interactions between the source and target components using a new Dynamic Interactions UI in the Lightning App Builder properties pane.

If a component has its events exposed, its properties pane has two tabs. The Properties tab contains the component properties that you’re already familiar with. The Interactions tab is new for Dynamic Interactions. It lists all the events that the developer exposed for the selected component, and any interactions that have been configured for each event.

Grant Access Based on Activated User Sessions for Permission Set Groups

In order to grant your users only the access that they need when they need it, combine the management power of permission set groups with session-based access control. Create a session-based permission set group to grant access to permission sets during an activated user session. Previously, you had to create individual session-based permission sets, but now you can set sessions at the permission set group level as well.

Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, Unlimited, and Developer editions.

Why: For example, let’s say you have a customized Salesforce app that accesses confidential information. For security reasons, you want to limit user access to a predetermined length of time. Some users, such as a team manager, require expanded access for the same length of time. To satisfy these requirements, create a permission set group that includes the different permission sets required for the confidential access. Then, activate the session-based permission set group by creating a flow or using the API to create custom logic. In this example, the session-based permission set group activates only when the manager-level users authenticate into your environment using a token. When the token expires, the users must reauthenticate to access the application again.

How: To create a session-based permission set group, select Session Activation Required on the Permission Set Group create page. Then, activate the session for the permission set group using a flow or the SessionPermSetActivation SOAP API object.

Permission set group expanded manager access menu with session activation required highlighted.

 

 

Choose Additional Options When You Debug a Flow

Now when you debug a flow, you see element labels in both Flow Builder and in flow error emails. In Flow Builder, choose whether to show element API names and expand or collapse debug details. Previously, element API names always appeared. In Flow Builder, all debug details always appeared.

Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: In Flow Builder, expand all debug details or show the element API names or both. When you select preferences, the number of selected preferences appears instead of the preference labels.

Debug details showing menu option Show API Names

 

By default, the debug details are collapsed and show element labels.

Debug details showing API Name Get Account

 

If an error occurs for an element, the debug details for that element are expanded. If the flow executes a Pause element, the pause configuration is shown.

When a flow interview resumes, the Resume heading shows. Previously, no heading appeared.

Debug details with resume option highlighted.

 

Improve Page Performance with Custom Lightning Component Analysis

Get insights on custom Lightning components on your Lightning record pages. Updates to the Lightning page analysis tool in the Lightning App Builder give you more performance predictions for your Lightning page.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To view the assessment of your record page’s performance, click Analyze from the Lightning App Builder toolbar. Custom Lightning components on your Lightning record pages are now analyzed and incorporated into the desktop performance analysis card results. This analysis includes your page’s predicted Experienced Page Time (EPT), or page load time (1) and the component performance breakdown card (2). Recommendations for optimizing custom components also appear when relevant (3).

Page Analysis page performance breakdown highlighting Predicted page load time and performance breakdown component charts.

Page Analysis menu with recommendations for your custom component option.

Resources 

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