With equal parts of excitement and innovation, Salesforce rolls out new features and updates three times a year. And the much-awaited treat for this year, Summer ‘22, is here.
And like the previous release, this one too is ready to take Salesforce’s capabilities up a notch.
The Summer ’22 release site went live on May 6, 2022 and we’re now in the thick of release notes and sandboxes.
So, what are the best features of this release? In this blog post, we’ll be sharing our take on the top features for this release.
Top 15 Salesforce Summer ‘22 Release Features
1. Tailor & Filter Related Lists in the Lightning App Builder
Dynamic Related Lists adds a new component to Lightning pages – ‘Dynamic Related List – Single’. Now, you can create the Dynamic Related List in Lightning App Builder. You can choose the list’s fields & sort order, apply filters, and give the descriptive name to the list.
2. Share Individual Campaigns With Colleagues in Lightning
Now, Campaign Owners can manually share individual Campaigns with other Salesforce users. Previously, this functionality was present only in Classic but not anymore!
3. Build Reports Based on Selected Salesforce Objects (Beta)
Do you get weary of selecting a report type, only to discover it doesn’t contain the Object or Objects you need? Well, not anymore! Now, you can filter the report types list in the Create Report window to show only those that are based on your selected Salesforce Objects when creating a new report.
4. Clean Up Inactive Picklist Values (Beta)
Previously, custom picklists with many inactive values were complex to maintain because you could delete inactive values one at a time. Now, you can bulk delete inactive picklist values in custom picklist fields to improve system performance and health.
5. Bulk Manage Picklist Values (Beta)
Another feature that will amp up your productivity and save time when you are configuring picklists! Now admins have the ability to delete, activate, deactivate, or replace multiple custom picklist field values at once.
6. Leverage Search Manager to Discover the Available Fields and Objects
Now, viewing all searchable objects and the search status of each field is easy with Search Manager. Narrowing your search with the help of filters will enable you to save time. Not just this, you will also be able to verify if a respective field is searchable or not.
7. Get Answers to Your Questions, Not Just Article Links, Using Einstein Search Answers (Pilot)
Solving customer cases is now faster and more accurate with answers delivered right to you. You can reduce your search time by asking your question or entering a phrase in the global search bar. Einstein Search Answers instantly extracts the relevant text from your Salesforce Knowledge articles to answer your question.
8. Easily Spot Overdue Tasks
It’s easy to miss out on tasks, but now, due dates for overdue tasks appear in red, making them easier to spot. Pretty simple yet cool, isn’t it?
9. Limit Results in Tabular Reports
Fast-track the most relevant records and avoid unnecessary processing time by limiting the number of rows returned in a tabular report in report builder. If you set a row limit, you can include the report as the source for a dashboard table/chart component.
10. Use Formulas as Flow Entry Conditions
The formula builder is now available in the Start element of a record-triggered flow. This builder guides you through the syntax and simplifies the process. So, instead of waiting until you save a flow, you can check the formula syntax and identify errors as you go.
11. Curate Expanded Transaction Security Policies for Permission Set Events (Beta)
Monitor changes to permission sets and permission set groups using transaction security policies in Event Monitoring. With new transaction security policies, you can block permission changes in permission sets and permission set groups that are non-compliant with internal usage, compliance, or security policies.
12. Use Einstein OCR (Beta) to Extract Structured Data from Custom Forms
Quickly extract data from custom forms, such as insurance and healthcare forms, into Salesforce records. With the OCR (Optical Character Recognition) model, you can analyze the document layout and content. Also, it can easily extract the corresponding values from the user-defined fields in your custom form.
13. Update Existing Schemas
Previously, developers couldn’t edit or update a schema over a flow. With the new release, developers can update registered schemas, as any incompatible schema version will deliver a notification through the workflow.
14. Enhancement With Slack
Now, developers can send screen slows to Slack using an invocable action. You can achieve the flow by sending a message to Slack with a single button for the user to click and launch.
15. Einstein Updates
The new release includes a number of updates to Einstein. Now, you can:
- Evaluate and understand your company’s ROI for Einstein Lead Scoring.
- Use Guided Setup to enable Einstein Prediction Builder.
New Product Names
As Salesforce’s product portfolio continues to grow and add new features, it’s inevitable that sometimes the original name doesn’t fit with the purpose anymore. So, Salesforce has recently renamed a lot of its key products. Here’s what’s changed.
- High Velocity Sales is now Sales Engagement
6 Marketing Cloud products were renamed –
- Messaging/Journeys to Marketing Cloud Engagement
- Interaction Studio to Marketing Cloud Personalization
- Datorama to Marketing Cloud Intelligence
- Salesforce Customer Development Platform to Marketing Cloud Customer Data Platform
- Advertising Studio to Marketing Cloud Advertising
- Pardot to Marketing Cloud Account Engagement
- Tableau CRM to CRM Analytics
The Summer release is packed with highly-anticipated enhancements and new additions to the Salesforce Ecosystem present in every sphere, be it Admin, Business, Automation, or Development. All these enable users to extract more value from the Salesforce platform.
Want to make the most of the Salesforce Summer ‘22 release? Talk to us!
If you’d like to talk more about all that you can do with the new features from the Salesforce Summer ‘22 release, we would be happy to pitch in. Simply drop us a line at [email protected] and we’ll take it from there!
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