The Top 10 List

There are a few things in life that have greatly improved the human race forever. Like the wheel, sliced bread, and Salesforce. For those of you in the know, the Salesforce ‘22 Summer Release Notes are jam packed with goodness. From Marketing to Mobile, Einstein to Hyperforce, Salesforce delivered on a stellar list of enhancements and new features. We cherry-picked our Top 10 (with a few honorable mentions to boot), and encourage all to review the full list of Release Notes to uncover what you need to let your users know what to expect between now and June 12th. Our Bitwise Industries’ experts have poured over the full list and are looking forward to putting these new assets into gear. The list below features a few highlights from the ‘22 Release Notes. In no particular order. 

Custom Address Field

Finally! Just like the Standard Address Field, users can create a Custom Address Field (currently in Beta) on objects like Account and Contact. However, the Custom Address Field requires the State and Country picklist enabled before using that feature.

Reports & Dashboards

With a new and improved Classic functionality, Report and Dashboards saw major improvements with this Release. You can: 

• Limit the results in Tabular Reports (with a cool feature to add a row limit in the Filters tab)
• Filter by one or multiple standard/custom Salesforce objects to create a report that contains relevant info based on the filtered objects
• Perform in-line editing and edit multiple fields in the Report Run Page with the Median Function

Picklists

Picklists got multiple time-saving features that will go a long way to help users and applies to Lightning Experience and Salesforce Classics in all editions.

Einstein

Einstein was shown some love in the Summer Release, and these two new additions are worthy of some extra sugar.

Customize and Filter Lists in Lightning App Builder

Dynamic Related Lists give users the opportunity to create customized lists directly from the Lightning App Builder. These custom related lists can be filtered to display when a prescribed criteria is triggered. You can configure which fields to display, in what order, select the number of records to display, and select which actions will be made available.

Salesforce Scheduler

The Salesforce Scheduler showcases numerous upgrades that are long overdue. Users have the ability to view shift schedules, vacations, and absences in a calendar format; create and send appointment invitation URLs; and automatically share appointments with assigned services resources.

Product Name Update

Okay, this entry is more “sign of the times” than an actual feature. But the renaming of products provides added clarity and relevance to the users. Here’s a list of those changes:

• High-velocity Sales (HVS) is Sales Engagement
• My Trailhead is Sales Enablement
• Marketing Cloud has reframed many of its modules
• Tableau CRM is CRM Analytics

Slack

Once Salesforce completed the acquisition of Slack, we all knew that this union would provide good things. In less than a year, a lot has happened. From the ability to “swarm” on a case to CRM Analytics, the Salesforce Digital HQ app to the Service Slack app, productivity and connectivity are on the rise. Get the full breakdown of the Slack Release Notes here.

Enable Person Accounts … without Contacting Salesforce

This one feels like a game changer. With the help of a guided setup, Salesforce is handing the reins over to the users to add Person Accounts independently. However, with great power comes great responsibility. Person Accounts can not be disabled. Choose wisely.

Salesforce Feedback Management

The final installment on this list was a major upgrade on the Summer ‘22 list. The Salesforce Feedback Management includes a myriad of helpful features:

• Create short, effective surveys with matrix questions
• Promote your organization’s logo on surveys
• Customize your survey’s “Thank You” page
• Include company-related web pages on the Thank You page.

Honorable Mentions

These three new features highlight the strength of Salesforce and the digital transformation they are pursuing through the Customer 360 platform. Each one provides a unique way to engage with customers in a more effective manner. They include:

Swarming: which allows Salesforce customers to resolve cases faster using real-time support.

Subscription Management: to help customers manage and monetize recurring subscriptions through Sales Cloud automation.

Triggered Campaign Messages: to help users personalize the customer experience through re-engagement tactics based on a prescribed trigger event.
See all three of these new features in action here.

Phew!

As the leading CRM in the world, Salesforce has a lot to offer. The Summer ‘22 Release Notes are almost as exciting as our anticipation of getting in the meatloaf and making it amazing for all of the people we serve behind the scenes. With more than 500 pages to review in the full Salesforce release, we hope our list was a fun read (and a bit helpful).

Let Us Help

Bitwise Industries specializes in custom software development, Contact Center-as-a-Service, and Salesforce implementation and administration. Our technology professionals have deep experience applying cutting-edge technology solutions to help business entities of all sizes navigate the technology landscape to find solutions to optimize their operations. 

If you’re interested in uncovering the tech possibilities available to your organization, click this link to schedule some time with one of our experts. 

This post was written by Jeff Rickels, Technical Writer for Bitwise Industries. When he’s not writing, he’s watching all of the news about UFOs and UAPs while he drinks lots of water so he doesn’t get a UTI. 

If you’re interested in uncovering the tech possibilities available to your organization or want to find more ways to increase your ROI with technology, click this link to schedule some time with one of our experts.