
The Most Exciting Salesforce Winter ‘22 Features
The Salesforce Winter ’22 release notes are finally here! The release notes went live on August 18 and the sandbox preview began on August 27th. We have gone through each of the release notes and now here we are with a list of our favorite top 9 categories.
Einstein Search
Salesforce provides many free AI-driven features to use, one of them is Einstein Search. All of your favorite features of Einstein Search will still be enabled by default and the good news about it is – nobody has to spend extra on it. Users will get a smarter search without sacrificing the search features they rely on. Three main features of Einstein Search are:
- Personalization offers apt search results as per the user’s activity.
- With NSL support, users will be empowered to search for info more efficiently. They can type common phrases in their queries to filter their search results.
- Actionable UI enables users to execute tasks (Logging a case/Creating Account) from the search box.
Flow Updates
Salesforce added lots of brand-new flow updates to their flow builder resources. The following are a few of the new flow updates:
- Connect a Record-Triggered Flow to an External System Using an Asynchronous Path
- Call Another Flow from a Record-Triggered Flow Using a Subflow Element
- Roll Back Pending Record Changes When a Flow Element Fails at Run Time
- Supercharge Scheduled Paths with Enhancements for Minutes, Batching, and Limits
- Send an Outbound Message from Your Record-Triggered Flow
- Enjoy a Streamlined Trigger Setup Experience in Flow Builder
- Translate Labels for More Flow Screen Components with Translation Workbench
- Get Rich Text Email Line Breaks from Long Text Area Fields
Dynamic Interactions
Developers can now create more dynamic and performant Lightning Components that dynamically react to user activity on another component with Dynamic Interactions. In the example below, clicking on a new customer will change the display to show you the exact location and relevant data.
Lightning Page Performance
To boost the speed of the organizations, Salesforce has focused a lot on empowering the Admins over the past year. Admins can practice the “Analyze Button” on lightning pages to view the predicted load times and can provide other instructions on improving it.
Here are a few new features that you should know about:
You will now be able to see org-specific metrics including your users’ network latency, browser speed, and several cores – giving you clarity on proper speed load.
While building a page in Lightning App Builder, the performance analysis will run automatically, giving suggestions if your performance is bad or average.
Salesforce provides a more detailed analysis for those who are using custom Lightning Components. This includes instructions if your component contains External CSS and non-minified Javascript etc.
Email Template Builder Updates
In the past releases, the addition of these new crucial updates to the Email Template Builder has made a big difference for the Admins and users by which they can easily create nice-looking emails.
Following are some updates to the Email Template Builder:
- Add Rows and Columns to Your Email Templates
- Add Column Padding
- Add Indentations to Emails Templates
- Create Longer Subject Lines
New Home Page for Mobile Users (Generally Available)
The new “Mobile Home” feature is now available for both Android and iOS users that gives them a new home page with the capability to customize the “cards” that are displayed.
Sort Upcoming & Overdue Activities Intuitively
The “Activity” feature is an essential tool for users to get a sharp & fast overview of former communication as well as future tasks. Salesforce has given us a sorting feature before the item with the due date was used to be at the bottom of the list.
Update More Fields from the Report Run Page
Update your reports more effectively without losing your place by clicking back and forth. Inline editing is now supported for the date, picklist, and lookup fields. When your report data gets out of date then you can edit it right on the report run page. For eg: sales reps can update opportunity statuses directly from their pipeline reports. Earlier, inline editing was supported only for text and numeric fields.
Track Forecast Categories Your Way
In Collaborative forecasting, after the four categories of Pipeline, Best Case, Commit & Closed, Salesforce has now come up with the 5th one which is named “Most Likely”, which enables you to further split out sales users’ opportunity groups.
Send List Emails your way (Pilot)
List emails are an excellent way for sales reps to send their email campaigns straight out of the Salesforce. Earlier, these emails had to be sent using Salesforce. This caused some difficulties like formatting, and the email appears to be sent through the automation rather than by the user. Now, list emails can be sent through Gmail, Microsoft Exchange, or Office 365, to ensure that emails look manually sent.
We hope you enjoyed this summary of our favorite top 9 categories of Salesforce Winter ’22 release notes. What are you most looking forward to? We would love to hear your thoughts in the comments section below.
References
- Einstein Search
- Welcome to Einstein Search: Now On by Default
- Flow Builder
- Connect a Record-Triggered Flow to an External System Using an Asynchronous Path
- Call Another Flow from a Record-Triggered Flow Using a Subflow Element
- Roll Back Pending Record Changes When a Flow Element Fails at Run Time
- Supercharge Scheduled Paths with Enhancements for Minutes, Batching, and Limits
- Send an Outbound Message from Your Record-Triggered Flow
- Enjoy a Streamlined Trigger Setup Experience in Flow Builder
- Translate Labels for More Flow Screen Components with Translation Workbench
- Get Rich Text Email Line Breaks from Long Text Area Fields
- Customize Button Labels in the Flow Screen Footer (Beta)
- Connect to More Elements Across the Auto-Layout Canvas (Beta)
- Read Loops More Easily in Auto-Layout (Beta)
- Set Up Flow Screen Choice Options with Fewer Clicks
- Edit Choice Resources Directly from Flow Screen Editor
- Avoid Creating Incompatible Resources from Choice Components
- Navigate Flow Builder More Easily with Improved Keyboard Shortcuts (Beta)
- Create a Managed-Installed Flow That Admins Can Override and Customize
- Other Changes to Salesforce-Provided Flow Screen Components
- Build More Interactive Lightning Pages with Dynamic Interactions
- Let Org-Specific Metrics Guide Your Lightning Page Performance Improvements
- Improve Page Performance with More Custom Lightning Component Analysis
- Send List Email Your Way (Pilot)
- Add Rows and Columns to Your Email Templates
- Get Some Breathing Room with Column Padding
- Add Variety with Indentations in Rich Text Components in Email Template Builder
- Say More in a Lightning Email Template’s Subject
- 15 Hottest Salesforce Winter ’22 Features
- Help Your Users Personalize Their Content With Mobile Home (Generally Available)
- Sort Upcoming & Overdue Activities Intuitively
- Update More Fields from the Report Run Page with Expanded Inline Editing (Beta)
- Track Forecast Categories Your Way