You can now enable Einstein Prediction Builder with the help of the guided setup
4. Reports and Dashboards
Let’s have a look at several updates that we can find in Reports and Dashboard.
Reports based on selected Salesforce objects (Beta)
You can be able to filter specific objects while creating a new report!
You can enable this Beta feature by reaching out to Salesforce Support.
Summary functions on reports also consist of the Median function now
Edit multiple fields
With the help of inline editing, you can easily edit multiple fields and records without rerunning your report, thus saving you a lot of time.
5. Clean Up Inactive Picklist Values(Beta)
The previous update enabled you to get notified of the inactive values existing in your custom picklist fields. With Summer ‘22, you can clean up these inactive picklist values for a specific picklist field in one go.
You can find a new button Delete Unused Values on the picklist field. You have to select the values and hit the Delete Unused Values button to delete them all.
Note:You can access this feature only for custom picklists that have predefined values.
6. Enable Person Accounts without the help of Salesforce Support
Earlier, when you wanted to get your Person Accounts enabled, you had to contact Salesforce Support for the same.
But with the new release, Salesforce has introduced a guided setup that will self-enable Person Accounts.
7. New Product Names
You’re no stranger to product rebranding if you had been using Salesforce for a long time.
Even Summer ’22 has some product rebranding for you.
Here’s a list of products that got name changes:
TableauCRM is now CRM Analytics
High Velocity Sales is Sales Engagement now
These are the 6 Marketing Cloud Products that have been renamed:
Pardot will now be called Marketing Cloud Account Management
Salesforce CDP is to be called Marketing Cloud Customer Data Platform now
Advertising Studio is renamed to be Marketing Cloud Advertising
Messaging/Journeys is called Marketing Cloud Engagement now
Interaction Studio is now Marketing Cloud Personalization
Datorama is renamed to be Marketing Cloud Intelligence
8. Share Individual Campaigns with Colleagues in Lightning
Campaign Owners will now be able to share individual Campaigns manually with other Salesforce users.
Earlier this feature was only available in Classic and now it can be accessed in Lightning Experience as well.
9. Customize Cumulative Rollup Names
It’s been a long time since we’ve witnessed some updates in forecasts.
But now, we’ve got a bunch.
Even the last release had some new updates like efficient forecast setup, custom filters, new forecasting KPIs, and many such features.
With the Summer ‘22 release, we’ll have the ability to customize cumulative rollup names. This will allow you to change the label of a cumulative rollup.
10. Custom Address Field
You have surely been waiting for a custom address field that works the same way as the standard address field for a long time.
Well, the wait ends now.
This is a Beta feature from the new release.
Note: Before the custom address field is available, you must have State and Country/Territory picklist values configured.
Unlock the Salesforce Features from the New Release
This article here will help you get through the top features of the Summer ‘22 release and help you understand them and implement them in your business.
But it can surely be difficult to always be overwhelming to keep up with the upcoming new feature and pick out the right ones for your business logic and processes
Our certified professionals can assist you the best so you can understand these features well and identify what works the best for you, so you can concentrate on the bottom line.