Welcome to the Summer ‘22 version of thrice-annual celebration of what brings value to your Salesforce licenses, a new release! In the following blog we’ll cover the most exciting parts of the Summer ‘22 release notes, focusing on what we believe are the most important and tactically useful new and improved features.
Salesforce crams so much new stuff into every release that it’s difficult to keep up with everything. So today we’ll provide a focused review of some of the most useful and important changes coming with this release.
Sales Cloud
Be sure to dig into the Sales Cloud Overview to see all the changes coming to Sales Cloud. Here’s a few exciting features and time-savers:
Save time and planning because you can now Enable Person Accounts Without Contacting Salesforce Support
High Velocity Sales is changing its name to Sales Engagement, it’s also allowing reporting on Sales Cadence fields on the Task object
Open up a new world of collaboration for your Sales team with Sales Cloud for Slack (Beta)
Einstein Activity Capture is getting some new features and adding some more robust management of associated contacts for its Gmail Integration.
Also of note is that Salesforce for Outlook retirement has been rescheduled to June 2024
Service Cloud
Make sure you check out the Service Cloud Overview in the release notes so you can see all the improvements coming to Service Cloud, it looks like there’s been a lot of work done such as:
New changes to Case Management are making it easier to manage Entitlements and Milestones by stopping the milestone timer when a record exits the entitlement process, previously automations were necessary to stop timers
Chat is getting a bunch of fancy new bells and whistles to help your agents out, from conversation Routing, to an Out-of-the-Box component for surfacing chat in Experience Cloud these enhancements should save time while making your customer service better
Improvements to Incident Management coming through in this release have a pretty exciting way to Resolve Incidents Across Teams with Swarming in Slack, this enhancement to Sales Cloud for Slack will allow for teams to be immediately joined to a slack channel, reference the incident, and start working to solve it, all while your agents are getting updates and progress reports
Experience Cloud
Some big changes have been made to the backend of Experience Cloud sites that will be providing your Experience users with a faster, easier to use front-end, and your builders with faster and easier ways to get modifications and features deployed:
LWR and Aura Sites have been upgraded a new unified backend that you can enable and Use Improved Site Search and Enhanced CMS Workspaces (Beta) making finding, creating, and managing content a lot easier and quicker
Having your site available world-wide in multiple languages is now easier because you can Create Multilingual LWR Sites with up to 20 languages, and Localized Language Is Automatically Detected for LWR Sites so the user will automatically see the language set in their browser
Most excitingly for the Admins and Devs out there you can now Use Flows in LWR Sites, this will speed up development time by allowing admins to make quick and convenient flows that previously would have needed to be components created by developers
Industry Clouds
With so many different and varied industry verticals available in Industry Clouds, make sure you check out the Industry Clouds Overview, here are some improvements for our two favorite Industry Clouds:
Financial Services Cloud is getting some snazzy new features that will help your team gain insights into your customers
Actionable Relationship Center lets you build graphs with any objects to show customer relationship data to your agents
Interest Tags can be enabled in Topics for Objects to help identify, sort, and segment your customers to identify new opportunities
Health Cloud has gotten a good amount of attention as well, as it should given how valuable it has been proven to during the course of the Covid-19 pandemic
You can now Promote Holistic Care of Patients with Timeline by using a component that provides a patient's medical and developmental history in a single timeline view
Get better communication and better care by using Care Coordination for Slack, this feature allows staff to Get Notifications for a Patient’s Health Records as well as Use Dedicated Slack Channels to Receive Critical Notifications when incredibly important changes happen to a Patient’s health record, allowing for your staff to coordinate the best care as quickly as possible
Don’t forget to take a look at all the good stuff coming to other Clouds as well:
Consumer Goods Cloud is getting the Einstein treatment with features that help sales reps identify the right stores to visit to keep your products in stock
Loyalty Management Cloud is adding a host of new features that allow you to better filter your transactions and process them faster, as well as adding new partners quickly
Manufacturing Cloud is being enhanced to help you with generating forecasts for your products, and then identifying business opportunities for those products
Public Sector Solutions Cloud is getting Guided Setup to you get up and running faster, and Dynamic Assessments for your teams to more effectively Design a Customized Care Plan
Net Zero Cloud is an important cloud actively making the world better by trying to help organizations Reduce their Carbon Footprint, and it’s getting some powerful new features to assist in that goal such as the ability to Create Building Energy Intensity Benchmarks, Manage Carbon Footprint Data Gaps, and Monitor Your Carbon Footprint with Net Zero Analytics
Salesforce for Slack (Beta)
Slack might be the most exciting thing to happen to Salesforce ever! Imagine having your users interact with Salesforce data and features from where they live most of the day, in Slack!
You may have noticed a lot of Slack being highlighted above in our recap of the new release notes, well that’s because a lot of attention is going to be going toward Slack and how it interacts with Salesforce in the future, and they’re making a lot of things available in this release, make sure to review the Salesforce for Slack Release Notes, here’s some additional highlights:
You can now Bring Data to Every Conversation with CRM Analytics for Slack (Beta) which allows you to bring your analytic data right into the place where you’re collaborating so you can find, share, and take action with your team all while staying in Slack where they should be focusing their attention
Admins are feeling the love too with new abilities to Manage Conversations and Users in Slack with Invocable Actions (Beta), allowing control to create and archive channels, invite users, and send slack messages from a Salesforce flow
For Admins and Developers
Salesforce Admins and Devs are certainly getting some new power tools to help make their lives easier, as well as expanding on the possibilities of what they can build, below you’ll find some of the biggest improvements the builders have ever seen:
I’ve seen some massive implementations grind to a halt because a modal wouldn’t allow for interaction with other things on the screen like CTI dialers, now we can Keep Working with Tab-Focused Dialogs allowing for a dialog modal to be only within the tab of a console so that we can still interact with all of the other features of the console
Salesforce and Amazon are getting more and more in-sync and now that Salesforce Connect Adds New Adapters to Bring in AWS Data that relationship is much stronger, being able to use Salesforce Connect to access AWS data natively from DynamoDB and making queries natively against Amazon Athena is a pure game changer.
Admins are getting new power with the ability to Strengthen Formulas with New Functions, we’re getting new DateTime abilities with easier formatting, the ability to return what number day of the year it is, and even getting a Unix timestamp. The Math functions have been expanded to include abilities to calculate against that Unix timestamp find cosines and tangents, and even return PI (Our favorite is PI which returns PI!)
Another cool features is the ability to Customize and Filter Related Lists in the Lightning App Builder, instead of modifying related lists from the classic page layout, we can now dynamically customize related lists on the LIghtning Page, this lets us do cool stuff like show a related list of Opportunities ready to be closed, while also seeing a related list of Opportunities that may be danger and need intervention
If you love Address fields, well have I got news for you, we can now Create Custom Address Fields (Beta), now we get to enjoy typing BillingStreet, BillingState, BillingCity etc etc as custom fields like SecondHomeStreet__c, SecondHomeState__c, SecondHomeCity__c; Joking aside, this is actually an incredibly useful ability that has been sought after for years and will help bring address management out of the dark ages
Developers should definitely take a look at the Developer Overview there’s some really cool stuff coming to help LWC catch up with the standards of Web Components, as well as some power being thrown back to the core of Apex development
Some highlights from the Lightning Components Overview
Enable Third-Party Integrations with Light DOM (Generally Available)
This will allow us to traverse the DOM in normal ways such as querySelector and to apply styling more effectively since it attaches to the host element instead of a shadow tree
Of note: If you’re working with sensitive data it is not recommended to use Light DOM because the data can be scraped
Use a Session Token Instead of a Cookie for Lightning Apps on Third-Party Sites
This new setting replaces cookies with a session token when a Lightning App is in third-party context, most browsers are restricting the use of cookies and this allows us to be compliant while saving our users from having to disable browser settings meant to keep them safe
Secure Apex Code with User Mode Database Operations (Beta)
Currently, we can choose at the class level whether to respect Security and Sharing settings or to disregard them and run in a system context with elevated permissions. There are definitely operations that need to be completed in each, but what happens when you need both? Well now we can decide at the database level, run queries WITH USER_MODE or WITH SYSTEM_MODE to define the level of access at a more granular level
Call External Services Registrations from Apex
Once an external service is registered, we’ll be able to access it natively inside of Apex without having to use an HTTP class or having a structured JSON class
