Our favorites from the Salesforce Spring '22 Release
With spring just around the corner, Salesforce has released its new Salesforce Spring ‘22 Release. Martin Broliden and Jessica Kullberger are business consultants at Releye and have listed their favorites from the release. The update includes dynamic and streamlined solutions that save both time and effort. This also boosts productivity based on needs and follow-up in reports, allowing work to be streamlined in a variety of ways. Below, we’ve summarized the favorite features.
1. Sales – View your pipeline in a dynamic graph
With Pipeline Inspection, you can track your sales projects using various filters, such as users or teams, start and end dates, and different forecast categories. This dynamic and useful solution enables both historical tracking and real-time analysis based on your needs and can be implemented in your organization with the Enterprise or Unlimited Edition.
2. Reports – Find the Right Report-type for your report
When you create a new report, you’ll immediately see your most recently used reports and key information about who created them and when. This saves both time and effort by showing you which objects are linked to the report type and which fields you need.
3. Reports – Improved in-line editing
To save time and streamline your work , you can now in Salesforce Spring ‘22 Release edit multiple fields at once in reports without going to the edit page andit. Also editing of a field that has another dependency in Pending until the report is saved. This is a requested feature that facilitates bulk editing of fields in reports.
4. Marketing Cloud – NNew dimensions and metrics in Datorama Reports
Users with a “Datorama Reports Advanced license” now have access to an expanded list of email-related dimensions and metrics. For example, they can now create reports to drill down into results by device type or compare open and click-through rates across devices.
5. Marketing Cloud – Expanded Enstein functionality for optimization
You can now use Einstein Send Time Optimization for emails sent from Automation Studio—not just Journey Builder. Einstein Send Time Optimization is a feature that sends emails to your contacts at the best predicted time for each individual recipient, to maximize results.
6. Marketing Cloud – Improved Quick Send functionality
When you use the “Quick Send” feature from a “Case” or “Opportunity,” you can now use information from the object to, among other things, increase the relevance of the content and define stages in the customer journey.
7.Pardot – Improved Landing Page Builder
Easily customize your landing pages and forms with the enhanced “Enhanced Landing Page Builder”. Apply colors, fonts, margins, and more with the built-in tool. Use layout templates and add scripts to customize the header or footer of the page. You can now also configure settings to redirect traffic to landing pages that have been unpublished.
8. Field Service – Focus on Field Service content
With the Field Service Learning Map, you can now find resources in the Salesforce Spring '22 Release to help you navigate your installations more easily. The homepage helps you, as a customer, understand key concepts and functionality, and keeps you up to date on the latest upgrades to the tool. You also get a roadmap whose overview helps you explore, build, configure, optimize, and then monitor Field Service. This map is intended for administrators, clients, partners, and anyone interested in learning the system.
9. Field Service – Administration and processes
Ensure that all your customers’ requirements are met by adding rules that are enforced in the meetings your customers schedule. You can now link workflows and procedures to account work plans, as companies often have security protocols for their mobile workers. With account-specific work plans, you can attach these requirements to the work order assigned to the company’s account.
10. Field Service – Resource Management
Combine multiple service appointments into a single package so that field workers can focus on improving their privacy and security by controlling who can see their location. Add a color code to a shift to more easily view its status or assigned resources.
11. Resolve incidents faster with integratedpaths to resolution
When an emergency occurs for your customers, incidentincident management make it easier for you to avoid potential complications before they escalate into far . Use pre-built page layouts for comprehensive incident management with SLA management tools to get get started. You can also assess the scope of the incident with related lists and ensureensure that the right people are aware of it as soon as it occurs via routing in Omni-Channel. Finally, you can also use work plans and processes to quickly find a solution.
12. Assign incoming calls with Omni-Channel Flows
Assign incoming calls to the correct user or agent by defining assignment rules in the same process as for other configurationsrations. Make real-timedata as management can access through Omni Supervisor and customize the administrator’s experiencethrough visual tools such as pop-upswith information about the incoming calls. This new feature was previously available in the beta version but is now available to everyone!
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