Salesforce Spring ’22 Release has made substantial improvements that will delight both customers and users. What do these mean for you? What benefits can these improvements bring to your organisation? At Smplicity Consulting we have collected some hottest key takeaways.
Below are the 10 items to look out for from the Salesforce Spring’22 release.
1. Flow Updates
Below are a few enhancements brought to flows in the Spring’22 release.
a) Place flow elements automatically with Auto-Layout
Auto-Layout was available as Beta in the previous release and has now become generally available in Spring ’22 release. This means that elements on your canvas are spaced, connected, and aligned automatically. Hence, keeping your canvas neatly organised all the time and saving you time.
b) Visualise all record-triggered flows in one place with flow trigger explorer
This new tool allows you to view all your record-triggered flows associated with an object. It is run when a record is created, updated, or deleted.
In Flow Builder click Open Flow Trigger Explorer for [object name – example Account]
Or, you can access the Flow Trigger Explorer from Setup on the Flows page.
c) Translate and customise button labels in the flow screen footer
You can now customise the Previous, Pause, Next, and Finish button label text in the Flow Builder. You can also specify button label text in other languages. This was previously possible only by creating a custom component.
This new feature makes it easier to provide users with clearer instructions of what happens next when the user clicks on a button.
d) Filter items into a collection inflow builder
The Collection Filter element is now available to help you filter unwanted data from your collection in the Flow Builder. When the flow runs, the element outputs only the items that meet the conditions which you have specified, leaving your original collection intact.
e) Define the Run Order of record-triggered flows for an object
You can specify the running order of your flows to ensure that some flows run before or after others. You can define a trigger order value only for a before-save or an after-save record-triggered flow on an object. For example, you can prioritize an after-save flow to run before other after-save flows on the Case object. But you can’t prioritise an after-save flow to run before any before-save flows or before an Apex trigger. Multiple flows can have the same trigger order value.
Activating, deactivating, or changing the order for one flow can cause the order for other flows to be automatically updated. Ordering record-triggered flows have no direct effect on any associated scheduled or asynchronous paths.
2. Salesforce CPQ
Ensure that users have secure and appropriate levels of access to objects and fields. Salesforce is now enforcing the data restrictions for the access permission sets that were introduced in Summer ’21 and Winter ‘22. User have two ways to access the new permissions:
- If custom CPQ permission sets are being used, four access permission sets are available by default with Salesforce CPQ. In future releases, Salesforce CPQ will continue to add permissions requirements as needed for data security settings. Salesforce provides access sets to be assigned directly to users without the need for cloning or editing standard permission sets for org users:
- Salesforce CPQ Admin User Access
- Salesforce CPQ Partner User Access
- Salesforce CPQ Customer User Access
- Salesforce CPQ User Access
- In the case where custom permission sets are not used, Salesforce CPQ also adds permission requirements to the standard CPQ permission sets as needed in each release:
- Salesforce CPQ Admin User
- Salesforce CPQ Partner User
- Salesforce CPQ Customer User
- Salesforce CPQ User
3. Easily find the right report type for new reports
With the enhanced report type selector, you can quickly access recently used report types and view the fields and objects that are included. This is especially helpful when you want to create a report similar to the one you created recently but cannot remember the report type which was used. To find the report type which was used recently, scroll through the Recently Used list. This feature is currently available as Beta.
You can also view details such as who created the report type, the objects used in the report type, and the fields available in the report type.
4. Edit multiple fields inline on the Report Run Page
You can now edit multiple records inline without the need to rerun your report. If you edit a field that has related fields, the other fields will be marked as ‘Pending’, until your changes are saved and then they will be updated accordingly.
This feature is available as Beta.
5. Experience Cloud
In the Spring ’22 Release, you can now archive a site in Salesforce if it is no longer needed. You can use the Archive button on your site’s details page to archive the required site. When a site is archived, its URL will be unavailable to all users, including admins. Users will see a site under the maintenance page instead. You can archive a maximum of 100 sites and these sites won’t count against your Salesforce limit of 100 sites. You can also unarchive the site if needed.
In order to use this feature, you must have at least one active community license, and to enable the Archive Site feature, you need to contact Salesforce Customer Support.
6. Revenue Intelligence
Revenue Intelligence combines Tableau CRM dashboard and analytics with Pipeline Inspection which provides a better view of where you are in your pipeline. Hence, sales teams can better achieve their targets, grow pipelines and ensure forecast accuracy.
Some updates brought in Salesforce Spring’22 Release concerning Revenue Intelligence include:
- Revenue Insights provides three dashboards:
- Overview – Helps sales teams understand if they’re meeting their targets.
- Team Performance – Helps to pinpoint exactly where to focus efforts and win more sales
- Sales Performance – Helps to understand whether sales are trending up or down.
To use the Revenue Insights dashboards, you need the Revenue Intelligence User permission set. To manage the Revenue Insights dashboards, you need the Revenue Intelligence Admin permission set.
Pipeline Inspection users can see the changes to their pipeline from the Flow tab. This chart shows the changes to opportunities in different forecast categories over time. Users can filter results to see the data which is most useful to them by setting specific criteria.
Users must have the Revenue Intelligence User or the Revenue Intelligence Admin permission set in order to have access to the Flow tab.
You can now have more control over enhanced landing pages with the addition of layout templates, header code support, and inline form styles. You can also get Lightning templates for Salesforce Engage, and expanded automation support for Einstein Engagement Frequency for enhanced emails.
Previously, when a Pardot landing page is removed from the web, a default redirect sends visitors to the website listed in your Pardot settings. Now, you can configure redirect settings that activate when an enhanced landing page is unpublished.
Another feature that includes some improvements since the last release is the Pardot Slack Connector which is a beta feature. With the Pardot Email Experience, the completion action sends a Slack notification when prospects interact with your marketing assets. Furthermore, a Usage tab is available on the Slack connector to allow you to see which assets your marketing team is using the completion action on.
8. In-app Guidance
Previously, you could only create in-app guidance for a specified page and app. Now, you can choose the page and app that you want your prompt or walkthrough to show up on.
You can make your in-app guidance more engaging by adding images. To save time and storage space, link images instead of uploading them.
You can choose whether you want users to work in Quip documents that auto-fill with data from Salesforce or in Lightning Experience with Quip documents embedded in Salesforce records. You can measure and report on your users’ document engagement with faster and more thorough Quip metrics. Furthermore, as of 1st February 2022, you can use multi-factor authentication to protect your Quip data.
The table below shows when you can start using new Quip features.
10. Collaborative Forecasts
The Spring ’22 release has brought some interesting updates regarding forecast categories:
- Forecast Types and Forecasts Settings have been brought in one single page. The setup flow which was introduced in Summer ’21 has been updated in the Spring ’22 release, which makes it easier for you to set up forecasts.To launch the setup flow, click Create a Forecast Type from Forecast Settings.
Follow the steps until you reach the final screen to complete the setup of your forecast type.
Two new columns are now available: Gap to Quota and Pipeline Coverage metrics. The calculations are done automatically, which helps you save time and less prone to errors. The sales team can see at a glance how close they are to achieving their quota
See recent changes in your forecast categories so that you can adjust your sales and forecasting strategies accordingly. To enable this feature, from the Display Settings on the Forecasts page, select Show Changes in Last 7 Days.
The main release dates are January 15th, 2022, February 5th, 2022, and February 12th, 2022.
You can go to Salesforce Trust, select your instance name and click on the Maintenance tab to know when the Spring ’22 release will be deployed on your org.
Follow this link for more detailed release notes.