The latest Salesforce release is full of new and updated features that benefit Analytics, Admins and more. Our team of consultants combed the review notes and pulled the highlights. Check out our top features from the Summer ’22 Release:
Custom Address Field (Beta)
In the new release, admins now have the ability to create custom address fields. These custom address fields look identical to the standard fields seen on the account billing or shipping addresses. Users can populate a custom address field manually, or they can use the Google lookup to search for an address, allowing the system to populate the city, state, etc. Prior to this release, admins had to create individual fields for every data point captured, including two fields for “Street 1” and Street 2.” This is now a much more consistent and streamlined approach for all addresses in Salesforce.
To enable this beta feature, state and country picklists must be enabled along with the setting.
Dynamic Related List – Single
The “Dynamic Related List-Single” feature allows admins to filter a related list based on specific criteria. This is a gamer changer! Now instead of just having all opportunities in a single related list, admins could create multiple tabs with related lists for “Open Opportunities,” “Closed Won Opportunities,” “Big Deal Opportunities,” etc. In addition to the filtered records, the admin can select the fields which are important for that specific related list, previously only controlled at the page layout level. This feature does have a few known limitations, but if used correctly it can help transform your business.
An example of the “Dynamic Related List – Single” component. Instead of all opportunities, this list is filtered by the stage being open.
Access full CMS Functionality for Experience Cloud Customer
Salesforce CMS is a hybrid content management system that allows users to create, manage and deliver content across multiple channels. New to this release, Experience Cloud customers can take full advantage of CMS features that were previously only available as paid add-ons. Examples of how Salesforce CMS can be used:
- CMS allows creation of content collections and playlists broadcasted into various workspace channels
- Marketers can use content to engage customers to recommend and introduce new products dynamically
- Allows contributors to manage content easily with content publication scheduling, and the ability to easily unpublish content.
Portal Users can now deactivate their own account
A brand-new feature with the Summer ’22 release, Experience Cloud users are now able to manage their own account rather than having to rely on an admin to disable their account. Experience Cloud portal websites with a high volume of accounts will benefit the most, where admins no longer need to manage all accounts.
Automatic Detection for Localized Language for LWR Sites
Before this release Lightning Web Runtime (LWR) sites would only display a website’s default language. With the Summer ’22 updates, LWC Experience Cloud Websites with a default language of English will automatically be translated to the user’s default language, giving international and non-English speaking users a seamless and accessible experience.
Edit Multiple fields on the report run page
This one is a big time saver! Previously in Beta, this feature is now available to everyone. You are now able to update records faster, directly from the Report Page, without having to navigate to the record page. One common example of how this feature will benefit your sales team: A Sales Rep needs to update the stage of several Opportunities to “Closed Won.” The sales rep has a report that displays all those Opportunities. The sales rep can now update the “Stage” of all those opportunities within that report, instead of having to navigate to each Opportunity saving them time and saving you money.
Any field that shows a pencil icon when you hover over it on the report page can be edited.
A lock icon means that the field isn’t available for inline editing.
When you apply an edit, the background color changes to indicate that a new value is stored. Click Save after you have made all your changes.
Enhanced Report Type Selector
We’ve all been there… you want to create a report that is similar to one you created last week, but you cannot remember what report type you used. This new feature is guaranteed to save you some time and headaches. You can scroll through the “Recently Used” list to determine the report type you used and when you used it.
Quickly access recently used report types, view the fields and objects that are included within a report type, see which report types are standard or custom, hide report types to keep a more manageable list.
If you have any questions about the new release items for Summer ’22 or just require basic Salesforce Support, please do not hesitate to contact us here at Revolution Group by email at [email protected]. We are here to help with your Salesforce (and Pardot) needs!