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360 degree cloud technologies pvt. ltd.

Exciting new features in the Salesforce Spring '22 release

If you’re anything like us, you’re up the night just before the latest Salesforce release in anticipation. With spring around the corner, Salesforce is back again with some fascinating features in its Spring ‘22 release.
We’re sure that everyone has been longing to get their hands on the new features of the release. To stay ahead in the game, we are always active with trying out new features and enhancements in every release, guiding our clients on how it can improve their business operations, and implementing the same.

Your wait for the Spring release ends here.

We’ve given a deeper look at the Spring ‘22 release and evaluated many features that could improve the development strategy, administrative tasks, UI, productivity, and data management. After reviewing it all, we’ve filtered some features of Spring ‘22 that should help us get started.

Salesforce has brought some incredible capabilities in-store that can level up your CRM game.

Spring ‘22 Release Features that were worth the Wait

1.Collaborative Forecasts

Ability to see recent changes to forecast categories.
You can now combine Forecast Types and Forecast Settings into a single setup page for a more efficient Forecast setup.
Custom filters to control the opportunities in a forecast based on the record type.

    Ability to see recent changes to forecast categories.

    You can now combine Forecast Types and Forecast Settings into a single setup page for a more efficient Forecast setup.

    Custom filters to control the opportunities in a forecast based on the record type.

Along with these, the release has also added Gap to Quota and Pipeline Coverage metrics to the forecast.

2. Stronger Data Protection

Doesn’t matter how many releases keep coming; data protection will always be the top priority. With Spring ‘22 release, we can enable Enhanced Personal Information Management to prevent external users like community users or portals from viewing information of other users.

3. Flow Updates

Any Salesforce release would be incomplete without a bunch of cool Flow updates. This release also got us some such updates that can be very useful for Salesforce users.
Auto-layout to automatically place flow elements in now GA.
You can view all Flows associated with an object in one place using Flow Trigger Explorer.
You can now easily determine the running order of your flows.
    You can view all Flows associated with an object in one place using Flow Trigger Explorer.
    You can now easily determine the running order of your flows.

4. Easily Find the Right Report Type for New Reports (Beta)

You can now access the enhanced report type selector to find the right report. Click ‘New Report’, you’ll see your recently used report types, along with the list of report types with name and category.
Also, you can find more details about any report like who created it, objects used by the report type, ease to check if a report type contains the field needed.

5. Updates for Einstein Search

Einstein Search has been available for Salesforce users for a while to get the best of AI-driven features. But now there’s much more you can do with it.

You can use Natural Language Search with Tasks
Easily distinguish between users or groups that have similar names with Profile Images.
    You can use Natural Language Search with Tasks
    Easily distinguish between users or groups that have similar names with Profile Images.
You can adjust natural language search results (Pilot).
    You can adjust natural language search results (Pilot).

6. Monitor your Slowest Desktop Record Pages

User adoption can get seriously impacted when the pages take too long to load. But now, you can identify pages that have performance issues in a new prompt in the Lightning App Builder.

7. Revenue Intelligence

Revenue Intelligence is a powerful add-on feature for Salesforce that combines Tableau dashboards with Pipeline Inspection. It thus makes it easy for users to view results in a pipeline progress flow chart.
With Salesforce Spring ‘22 release, you can now generate more revenue and build stronger pipelines using Revenue Insights. Also, you’ll be able to see the changes in the pipeline through a dynamic chart.

8. Edit Multiple Fields Inline on the Report Run Page (Beta)

With every release, inline editing for reports keeps getting better. This release allows you to edit multiple fields and records without having to rerun your report. This brings greater feature parity between reports and list views, thus helps saving time.
Another feature that we liked is that fields will show as ‘Pending’ in case they are related to a field that has been updated.

9. Use Orchestrator Work Guide to Connect Users with Tasks

Salesforce Flow Orchestrator is the new functionality for Flows to allow Salesforce administrators to string Flows and business processes together. With the new release, you can use the Orchestrator Work Guide to connect users with tasks. It will help to display actions assigned to users.

10. Archive Experience Cloud Sites (Generally Available)

Salesforce Community or Digital Experience Site can now be archived along with the ability to mark it active or inactive. The feature will allow you to archive a site from its detail page once it has fulfilled its purpose.

Pardot Enhancements from Spring ‘22 Release

The release has even brought some exciting Pardot enhancements that you must check out.
1. Pardot Lightning Email Builder Enhancements
The Pardot Email Builder has got a few upgrades with the Spring release.
Choose Email Template Types to be made available in Salesforce Exchange
Ease to push emails for Lighting Experience into Completion Actions and Automation Rules
Ability to set up Custom Components for Email Template Builder
   Choose Email Template Types to be made available in Salesforce Exchange
   Ease to push emails for Lighting Experience into Completion Actions and Automation Rules
    Ability to set up Custom Components for Email Template Builder
2. Pardot Lightning Page Builder Enhancements
The new drag-and-drop Landing Page Builder made marketers very excited. Check out some new improvements to this feature.
Easily add scripts to landing pages
Ability to customize Pardot Form Styling in the Landing Page Builder
Get access to new prebuilt templates

   Easily add scripts to landing pages
   Ability to customize Pardot Form Styling in the Landing Page Builder
    Get access to new prebuilt templates

3. Pardot Automations for Email Privacy Changes
Spring ‘22 release has brought along a reporting page to get an overview of your automation on emails. It will allow you to track how many Dynamic Lists, Engagement Programs, and Automation Rules are configured to rely on the opening of emails.
4. Improvements to the Pardot Slack Connector (Beta)
This beta feature brings along many improvements. You can now access completion action for sending a Slack notification when your prospects interact with marketing assets. Also, you can see a Usage tab on the Slack connector to track which of your assets are using the completion action.
5. Redirects for Unpublished landing pages
With the release, you can now configure redirect settings that will get activated when an enhanced landing page is unpublished.

You can also download and print out the Salesforce Spring ‘22 features →as a PDF and pin them up at the office for reference.

Next steps

Mark your calendar for release readiness
In the meanwhile, hold on tight and mark some important dates to make the most of new features.

February 4 to 11: Release readiness live broadcast

On these broadcast dates, you’ll witness some exciting features with their demos in real-time.

February 11 and 12: Final release weekend!

These are the two most important dates.
It’s when all the remaining instances will be upgraded.

Speak to us

The PDF should help you cover ground on the new release and help you understand the new enhancements that could level up your business game. But staying right on track with every new feature and choosing the right ones for you can be difficult.
Customizations can break, and not all features may be for you.
Our Salesforce experts can help you know what features work best for your business and can be scalable as it keeps expanding.
Make sure you don’t miss out on any new Salesforce features mentioned above. You can always reach out to our certified professionals to understand these features and learn the way to work with them.

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