Salesforce Summer ’22 Release Features

The release notes are now available for the Salesforce Summer ’22 release!

Let’s take a look at our top features for this release…

1. Custom Address Field

A custom address field that functions in the same fashion as the standard address field has been a much needed feature for years! In super exciting news, Address as a Custom Field is in Beta from the Summer ‘22 release. 

Before you get too excited and start diving around your org looking for this magical field, be warned that you need to have State and Country/Territory picklists configured first, otherwise the new field isn’t available. 

2. Share Individual Campaigns with Colleagues in Lightning

Campaign Owners can now manually share individual Campaigns with other Salesforce users. This functionality was available in Classic and is now also available in Lightning Experience.

3. Picklists

Picklists are getting a bumper enhancement in the Summer ‘22 release – with so many great new features we just had to include them all…

Bulk Manage Picklist Values (Beta)

There is a lot of admin love from Salesforce in this latest release – plenty of new features that will increase productivity and save time when configuring picklists! In particular, the ability to delete, activate, deactivate, or replace multiple custom picklist field values at once, instead of one at a time.

You’ll need to opt in to ‘Advanced Picklist Values Management (beta)’ from the Picklist Settings page in Setup.

Get a List of Custom Picklist Fields with Inactive Values

This little time-saving trick also improves system performance; you can now opt to receive an email when custom picklist fields have more than 4,000 inactive values, whereas before, you would have had to check each field individually!

Clean Up Inactive Picklist Values (Beta)

You can now bulk delete inactive picklist values in custom picklist fields instead of having to do it one by one! 

You’ll need to opt in to ‘Bulk Delete Inactive Picklist Values (beta)’ from the Picklist Settings page in Setup.

Learn Which Picklist Values Are Duplicates

Historically, if you tried to add a new picklist value that already existed and was therefore a duplicate, you’d just get a warning that one of your new values was a duplicate… Not very helpful, especially if you were creating a long list of new values. With the Summer ‘22 release, the duplicate value error message will tell you which of your values is a duplicate!

4. Reports and Dashboards

Reports and dashboards have seen a whole lot of love over the last few releases. We couldn’t pick just one enhancement from the latest release… So we’ve included all of them! 

Limit Results in Tabular Reports

Yes, yes, you could do this in Classic… But you can now set a row limit in a tabular report in Lightning Experience! Once a row limit has been set, you can also use a tabular report in a dashboard. 

Interestingly, you’ll find the option to add a row limit in the Filters tab.

You’ll also need to sort by a column first before the option to add a row limit becomes available

Create Reports Based on Selected Salesforce Objects (Beta)

Fed up of selecting a report type, only to discover it doesn’t contain the object or objects you need? Well, no more! You can now filter on specific objects when creating a new report.

Summary Functions Now Include Median

When summarizing fields you can now select the median function

Edit Multiple Fields on the Report Run Page (Generally Available)

Inline editing for reports just gets better and better with every release. You can now edit multiple fields and records without needing to rerun your report. This is a huge time saver and brings greater feature parity between list views and reports.

5. Einstein

There are a number of updates to Einstein in this release. Our favorites include…

Estimate Your Company’s Return on Investment for Einstein Lead Scoring

This one is quite self-explanatory! Use the Einstein Readiness Assessor to estimate what value Einstein Lead Scoring might bring to your company.

Enable Einstein Prediction Builder with Guided Setup

Who doesn’t love a guided wizard when setting up new features? There is a new guided setup available for Einstein Prediction Builder, available to admins with the CRM Analytics Plus, Einstein Predictions, EinsteinBuilderFree, or Platform Plus licenses. The wizard will walk you through your setup choices and help you avoid potential issues.

Deflect Cases with Einstein Article Recommendations for Flows (Generally Available)

You can now add smart article recommendations to your Flow, answering common questions and deflecting Cases by sending Knowledge articles. 

By using Flow and Einstein Case Classification together, you can dynamically classify new Cases and send them to the relevant queue/team. This feature is currently in pilot. 

6. Slack Apps 

Since the acquisition, there’s been a constant stream of new innovation and exciting ways to use Slack and Salesforce together, creating Slack-First Customer 360 – “a single platform for connecting employees, customers, partners with the apps and workflows they need to get work done”.

From the ability to “swarm” on a Case, to managing your pipeline and top Accounts, directly from Slack, there’s plenty to check out in the Salesforce Apps for Slack release notes

Read the full blog at the link below!


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