If you have some free time check out the Salesforce Summer ’22 release notes to see everything that will be fully available, but if you’re a little too busy to read all 586 pages then do not worry. makepositive have created a concise document to highlight some of our favourite new features to share with you!
Enable Person Accounts Without Contacting Salesforce Support
You can now enable Person Accounts without reaching out to Salesforce Support! Person accounts are great for B2C customers as they combine account and contact fields into a single record. This makes it much easier for Salesforce customers to get a 360 view of their customers within a single record!
- The account object has at least one record type.
- User profiles that have read permission on accounts have read permission on contacts.
- The organization-wide default sharing is set so that either Contact is Controlled by Parent or both Account and Contact are Private.
P.S. Person accounts can’t be disabled after they’re enabled!
MFA Requirement Is in Effect and Enforcement Is Coming
All users are now required to use Multi-Factor Authentication when they log in to your Salesforce org, whether logging in directly with a username and password or using SSO. Keep in mind that Salesforce is automatically enabling and enforcing MFA in the future. Although this may be frustrating at times, it gives peace of mind to know your org is safe!
As of February 1, 2022, Salesforce customers are contractually required to use MFA when accessing Salesforce products, per the Salesforce Trust and Compliance Documentation. In the future, Salesforce is automatically enabling and enforce MFA for all orgs. We want to ensure your customer and org-wide data is protected.
Strengthen Formulas with New Functions
Salesforce has added a multitude of new functions. Unless specified otherwise, you can use the new functions everywhere that you include a formula, such as formula fields, validation rules, approval processes, and flows. These are documented on pages 183-184 of the official release notes!
Our favourite is ‘INITCAP’ which returns given text in lowercase with the first letter of each word capitalised. This could be useful for enforcing good data formatting. And, on the other end of the spectrum; ACOS – which returns the arc cosign of the number in radians. Just imagine how customised these fields can be!
Make your formulas more robust by using the new Date and Time, Maths, and Text functions. And further customise your org, using a preset function rather than inputting complex formula and calculations to achieve the same thing!
Bulk Manage Picklist Values
Save more time managing your picklists. You can now delete, activate, deactivate, or replace multiple custom picklist field values at once. Previously, it was required to modify them one at a time, so this will be a real time saver!
Picklists help with orgs which heavily rely on customer data entry – as it makes the page more structured as the customer will have a consistent range of data sets to choose from when inputting data.
DO NOT FORGET > Opt into Advanced Picklist from the Values in the Management (beta) from the Picklist Settings page
Permission Set Group Expiration Dates
Permission Set Groups were released a couple of years ago and allow Admins to group Permission Sets that are often assigned together. The admin can then assign them in a single action rather than one by one which is much more efficient! This release brings with it an improved interface for assigning the Permission Set Groups with the introduction of a new Manage Assignments button. One of the key features that this includes is the ability to set expiration dates for Permission Sets and Permission Set Groups!
The last thing a company wants is for the wrong people to have access to sensitive information. This takes the stress out of things due to this automation!
“You have a consultant team that must evaluate sales contracts as part of a project with a set end date. The consultants need access to the Contract object and other permissions via a permission set group. When the project ends, you don’t want the consultant team to access the sales contracts any longer”.
DO NOT FORGET > Enable Permission Set & Permission Set Group Assignments with Expiration Dates in User Management Settings
Customise & Filter Related Lists in the Lightning App Builder
The ability to customise related lists directly from Lightning App Builder, rather than the page layout editor with the new Dynamic Related List.
“To see the most relevant records, set up two or more related lists with different filters on the same object. For example, on the Contact record page, create one related list to see only the opportunities created in the last 30 days. Then, create a second related list to see all opportunities with an amount over $500,000”.
Things to note:
- The related list object doesn’t need to be on the layout for it to be chosen from the components
- Maximum of 30 records to show
- No support for “View All” yet
Find the Best Report Type for New Reports
Take the guesswork out of report type selection when creating a report. The enhanced report type selector allows you to filter for more report types and quickly access recently used reports alongside the fields and objects included.
Previously, how distracting was it to keep seeing irrelevant report types which you didn’t need? Now, report types can be filtered to only show those relevant to your selected Salesforce objects.
See at a glance which report types are standard or custom and keep the number of available report types manageable by hiding those you don’t need.
Things to note:
You can create custom report types from the new enhanced report builder. Additionally, you can fast-track to the most relevant records and avoid unnecessary processing time as the number of rows returned in a tabular report within report builder can be limited.
Update: Edit Multiple Fields on the Report Run Page
Now you can update statuses and clean up data without rerunning your reports. Save time while staying up to date by editing multiple records inline on the report run page. How much time does this save, rather than having to re-run the report just for an updated view?
Since being in BETA during the Spring release, this has now been made generally available.
P.S. Summary function now includes ’Median’. Click here for more information!
Access Flow Trigger Explorer from Object Manager!
Salesforce is currently pumping out huge amounts of Flow updates each release and this one is no different. Previously it’s only been possible to create Flows from the Flow page which made it tricky to see the automation against a specific object. Well with Summer ‘22, you can access Flow Trigger Explorer right from Object Manager and quickly manage your record-triggered flows for a specific object.
To access Flow Trigger Explorer, on an object’s Flow Triggers page, click Flow Trigger Explorer. From there, you can manage the object’s record-triggered flows.
Use Formulas as Flow Entry Conditions
A formula builder is now available in the Start element of a record-triggered flow. The builder guides you through the syntax and simplifies the process. Here at makepositive, we’ve already implemented this on multiple projects and can’t imagine flows without it!
Configure the Start element in a record-triggered flow. In the Set Entry Conditions section, set Condition Requirements to Formula Evaluates to True (New). Insert a resource and a function and select an operator. Click Check Syntax after you build each expression because the formula builder shows one error at a time.
Migrate to Flow
Start transitioning to Flow Builder. The Migrate to Flow tool now supports more kinds of workflow rules, including most rule criteria formulas. Use the Migrate to Flow tool to convert your workflow rules into flows. Flow Builder can do everything that workflow rules can do, and more.
From Setup, in the Quick Find box, select Migrate to Flow or from Setup, on the workflow rules page, click Migrate your workflow rules to flows. Select a workflow rule, and click migrate to flow. Then deactivate the workflow rule that you converted to a flow and activate the new flow.
Whilst we’re extremely pro-flow here at makepositive, we will be using this feature with caution. Whilst it is easy to convert workflow to flow as is, we will be working with our customers to assess the automation as a whole, ensuring that it is still needed and that it is built in the most efficient way possible.
If you have any queries regarding this feature or even general automation – don’t hesitate to reach out via email at [email protected].
Flows in slack
The Slack Send Message to Launch Flow invocable action is available as a Beta Service for sandboxes. Not only is this useful to let customers know if their automation has passed through – but also can be used for internal company communication and events! Combined with these new formula functions, there could even be an automated birthday message for when the org turns 10 years old!
If the status of an Opportunity changes and users want to collaborate in a Slack Deal Room, you can automatically create this channel using Salesforce Flow.
Slack Actions: Turn time-consuming and manual tasks into fully automated workflows using low-code tools, e.g. creating Slack channels to collaborate with stakeholders or sending account status updates to colleagues.
Screen Flows: Build multi-step, guided workflows in Salesforce that can be reused within Slack, all with just clicks.
Want to know more? Click here!
Summer ‘22 Release Highlights – Further Reading:
Salesforce Release in a Box – Summer ’22
Salesforce Release in a Box – PDF
Salesforce Release in a Box – Short Demo
If you’d like to know any more about any of these features or how makepositive can help you and your business, please reach out to us at [email protected] or complete the “Contact Us” form at the bottom of this page.