The Summer ’22 Preview Release Notes are now available! Let’s see some of the upcoming features.
NOTE: Features are subject to change.
Targeted Prompts
Targeted Prompts show guidance on a specific component. Additional components are now supported: Einstein Search, Help, Trailhead (Global Header) and the Action Ribbon for List Views and Record Pages. This can help adoption. For example, if you customise the Salesforce Help Menu, you can now add an In-App Prompt to make users aware of it!
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Click here for more info. For an overview of Targeted Prompts (and Walkthroughs), click here.
Customisation: Dynamic Related Lists
Whilst we eagerly await the next phase of the Dynamic Forms roadmap, Dynamic Related Lists have landed. A new ‘Dynamic Related List – Single’ component is available on Lightning Record Pages. This provides filtering and sort capabilities.
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Customisation: Fields
Create custom Address Fields
Create Custom Address Fields (Beta) on standard or custom objects. These work similarly to standard address fields on Lead, Account and Contacts, etc. Review Requirements and Limitations first! For example, this feature requires the State and Country/Territory Picklist feature.
NOTE: Once enabled, the Custom Address fields feature cannot be disabled.
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Managing Picklist Values
Managing picklists has become easier. Key features:
- Get a List of Custom Picklist Fields with Inactive Values. Receive an email which identifies any custom Picklist fields with more than 4000 inactive values
- Learn Which Picklist Values are Duplicates. The error message when adding duplicate values to a Picklist will now tell you what the duplicate is
- Clean Up Inactive Picklist Values (Beta). Bulk delete inactive picklist values; enabled via ‘Picklist Settings’ in Setup
- Bulk Manage Picklist Values (Beta). Perform bulk actions on multiple Picklist values. For example, Delete, Activate, Deactivate or Replace
Einstein Search
Einstein Search is being enhanced further. The main feature which caught my attention was Search Manager.
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Additionally, Natural Language Search for Knowledge Articles and Einstein Search Answers looks powerful for orgs with Knowledge enabled.
Reports and Dashboards
Reports and Dashboards in Summer ’22 receive some helpful productivity features:
- Report Type Selector (Generally Available). Preview objects and fields within Report Types, before creating a report. Hide Report Types as needed.
- Edit Multiple Fields when running Reports (Generally Available). Empower users to manage data. Update multiple rows/columns within a Report. More information available here
Both of these features were Beta in Spring ’22, but have become generally available in this release.
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Other interesting features include:
- Add row limits in Tabular Reports
- Find the ‘Median‘ value in a summary report. This complements the current Sum, Average, Min and Max options
- For orgs with CRM Analytics, the beta of the unified Analytics Home is worth a look too!
Permission Set/Permission Set Assignment Expiration (Generally Available)
The enhanced user interface for Permission Set and Permission Set Group assignment is now generally available. This was originally Beta in Spring ’22, but will be enforced in Winter ’23.
This allows you to use List Views to help with assigning permissions. It also enables an expiration date for Permission Set/Permission Set Group assignments. This helps where additional permissions are only needed for a limited time (e.g. where a staff member is covering when a colleague is on leave). Rather than remembering to remove the elevated rights manually, the system will rescind this for you.
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Don’t want to wait until Winter ’23? You can enable it now in Release updates. Click here for more info.
Flow and Orchestrator
Summer ’22 is another impressive release for Einstein Automate & Flow. Here are some of the key ones:
- Access Flow Trigger Explorer from Object Manager. Navigate to Flow Trigger Explorer for an Object in Object Manager.
- Use Formulas for Flow Entry Conditions. Create a formula to control when a record-triggered Flow should run. Use ‘Check Syntax’ to validate your formula before saving.
- Add Section Headers to Flow Screens. Screen flows sections now support section headers. Sections can be collapsed, but are expanded by default.
- Manage the Run Order of Record-Triggered Flows from Flow Trigger Explorer. Use Flow Trigger Explorer to re-order an object’s Record Triggered Flows with drag and drop.
- Test One, Two, Three, Flow (Beta). Create scenarios and use automated testing to verify expected behaviours of immediate record-triggered flow paths. Up to 200 tests can be created per Flow.
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In truth, there are too many features to mention here. Other features which caught my attention include:
- Place Name and Address Record Fields Directly on Flow Screens (Beta). Add Address and Name fields onto screen flows. Autocomplete available on Address fields.
- Order Triggered Orchestrations with Flow Trigger Explorer. Control the running order of triggered Orchestrators
- Deploy orchestrations via change sets. Orchestrations are now supported in Change sets.
- Debugging record or schedule-triggered flows will require now View All Data Permissions. Users without ‘View All Data’ will no longer be able to debug record or scheduled-triggered Flows.
- Convert Workflow Rules to Flows with the Migrate to Flow Tool (Generally Available. Supports additional criteria (e.g. rule criteria formula). Some formula functions remain unsupported. Carefully consider the best approach for your Flow migration.
Pardot
Pardot has several enhancements in Summer ’22. The main ones which caught my attention were:
- Automate Better with Completion Action Enhancements. Conditions can be set on Completion Actions to control when they trigger
- Pardot Classic App Is Being Retired. Pardot Classic App is being retired on the 17th of October 2022. Act now to avoid disruption for your users
- Review Email Bounce Data in One Report. View a report which shows all bounced emails from the past year. Available within Pardot Reports. Great for data cleansing and managing the Mailable Prospect limit!
Other features which I would like to highlight include enhancements to landing page components (e.g. iframe support for HTML components, improved formatting, etc), Completion Actions can send Slack Notifications, and the retirement of Drip Programs (convert to Engagement Studio instead).
Person Accounts
Person Accounts can now be enabled without contacting Salesforce Support. Bear in mind this is an irreversible change. Before enabling:
- Review the pre-requisites
- Understand the considerations
- Test carefully (i.e. in a sandbox)
- Review alternatives
Summary
Summer ’22 is another great release. It has many features which will help end users, admins and developers alike. I hope you found this summary of the release notes useful! If you did, please share to help others get up to speed with Summer ’22.
Until next time, thanks for your time!
Bonus Penguin Fact
Earlier this week, Edinburgh Zoo celebrated the arrival of two rare Northern Rockhopper Penguin chicks! Click here for more info!
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