The entire Cloud Innovation team would like to wish you all a good health and growing business in 2022. At the beginning of this year, we would like to give you an early insight into the upcoming Salesforce Spring ‘22 release. Our Customer Success Manager Stijn Zeebroek highlighted 5 features that significantly improve the user experience and adoption.
 

1. Report types enhancements

This is by far our most favorite feature with enhanced user experience in mind. Are you struggling to choose the correct report type for your reports? The new enhanced view will help you find recently used report types, shows you the fields that are included in the report type and gives you the ability to hide report types. 

Salesforce Help Link

(this feature will first be release in beta and can be activated by requesting access via a support ticket to Salesforce support)

 

2. Go with the flow

It will not surprise you that this release update is packed with Flow updates. Flow will be the way to go for most of your automations. Salesforce plans to retire the creation of new workflow rules and process builder process by the end of this year. Time to switch to flows! Salesforce has introduced a migration tool for workflow rules that will help you to do the conversion process. A similar tool for migration of your process builder processes will follow later.

(released as beta)  

Salesforce Help Link

More information on the retirement of workflow rules and process builder can be found here.

 

3. Flow enhancements

For the flow enhancements itself, I would like to highlight my favorite one: “Visualize All Your Record-Triggered Flows in One Place with Flow Trigger Explorer” This feature allows you to do a check on all the flows that are triggered by a record update for a specific object. From the flow setup page, or from a specific flow, you can navigate to the flow trigger explorer.

(released as beta)  

Salesforce Help Link
More Flow Enhancements

 

4. Report inline editing enhancements

Did you know that you can already edit the data for specific fields directly from a report? No need to go to the record, update the data and rerun your report. You can now update multiple fields at once and change related fields. For example, you have a report showing opportunities with the account name and the account type. When you change the account name, the value of the related account type will be shown as pending until you hit the save button. It will then show the new value linked to the chosen account. 

(released as beta)  

Salesforce Help Link
 

5. Automatically Tune Your Dashboards to Your Business Goals with Dynamic Gauge Charts

Dashboard gauges already help you to track your goals and performance. The measures you could use were until now static. With this release, you can set your business goals as dynamic measures on a gauge chat. You can pick a specific record and use a specific value on that record for your measurements. 

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Salesforce Help Link

This was just a small selection of the wide range of new features. Check the release notes to learn more about the Spring ‘22 release for your Salesforce org or contact us.
Read the Spring ‘22 Release Notes
here.