What are the Salesforce Spring Release ’22 highlights?

It’s that time of the year again: Spring Release ‘22 is here, and that means one thing… a whole bunch of exciting new features to learn, utilise, adapt and implement! 

If you have some free time check out the Salesforce Spring ’22 release notes to see everything that will be fully available, but if you’re a little too busy to read all 564 pages then do not worry. makepositive have created a concise document to highlight some of our favourite new features to share with you!  

Salesforce Overall:

Clear Workspace Tabs for New Console Sessions

Start new console sessions without loading workspace tabs from previous sessions. When this option is enabled, opening a new console session clears pinned and unpinned tabs 

Only admins with the View Setup and Configuration and Customise Application permissions can enable this feature.

Why?

Allows users to start afresh with each login.

How?

In the app’s App Settings, select App Manager. Under Setup and Personalisation, select App Personalisation Settings. Select Clear workspace tabs for each new console session.

User Engagement – Prompts

Control when and where your prompts and walkthroughs appear with more location options. Add images to your in-app guidance by linking to them from a URL. Previously, when you created in-app guidance, your only option was for a specified page and app.

Why?

More flexible in-app guidance for users. 

Add Images to a Prompt with a URL

What?

Add Images to a Prompt with a URL

Why? 

Now you have more options for adding images to your in-app guidance. Make your in-app guidance more engaging by linking to a .jpg, .jpeg, .png, or .gif file. Use animated .gifs to further articulate the guidance in a prompt. Link to images instead of uploading them to save time and storage space.

How?

From Setup, in the Quick Find box, enter In-App Guidance, and then select In-App Guidance.

Reports and Dashboards:

Edit Multiple Fields Inline on the Report Run Page (Beta)

Now you can update statuses and clean up data without rerunning your reports. There is now an ability to make inline changes across multiple rows or columns, and then save all the changes with a single click. It’s a perfect way to update multiple records or clean up data without having to rerun your report.

Why?

Save time while staying up to date by editing multiple records inline on the report run page. 

How?

From Setup, in the Quick Find box, enter Reports and Dashboards, and then select Reports and Dashboards Settings. Select Enable Inline Editing in Reports (Lightning Experience only), and save your changes.

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

Dashboard gauge charts are a great tool for tracking performance and business goals, but your business is always changing. With the new feature of dynamic gauge charts, you’re no longer tied to static goals or performance levels. 

You can build your gauge chart using report metrics and field values that respond dynamically to your business. 

Why?

Will provide key information for sales and service performance dashboards in an ever-changing business environment.

How?

When adding a gauge chart in the dashboard builder, select Standard or Dynamic mode. In Dynamic mode, you have control over the chart measure, indicated by the pointer, and the chart target, or maximum value in the chart.

Flows: 

Visualise All Your Record-Triggered Flows in One Place with Flow Trigger Explorer

Flow Trigger Explorer shows all of the flows that are associated with a specified object and that run when a record is created, updated, or deleted. For example, quickly see all flows that are triggered to run when a case record is created.

Why? 

This now provides an easy way to navigate between individual Flow Builder and other flows that run under the same circumstances, aiding troubleshooting. 

How?

In Flow Builder at the bottom of the Start element for a record-triggered flow, click Open Flow Trigger Explorer for [object name, for example, Account].

Define the Run Order of Record-Triggered Flows for an Object

Specify a trigger order value to determine the run order of before-save or after-save flows for the same object. It provides a declarative solution to configure a flow to run before or after another flow. In addition, you can order your flows to help ensure consistent results without creating overly complex flows, letting you divide automation by entry criteria, parent objects updated or any other logical split. .

Why? 

Order your flows to help ensure consistent results without creating overly complex flows, letting you divide automation by teams or logical owners.

How?

When you save a before- or after-save record-triggered flow, specify a trigger order value from 1 to 2,000. In a flow that’s already saved, specify a trigger order value in the flow’s version properties. Here at makepositive we recommend going up in values of 10. For example, 10, 20, 30 to ensure you have room within your trigger order for any other flows which need to be added in the future. 

Generate Choice Options from Record Collections

Use existing record collections to generate collection-based choices in a flow. Collection choice sets prevent the need to duplicate the results of a Get Records element, a component, or an action.

Why? 

Instead of querying for a set of records multiple times throughout the flow, you can create a collection once and then use the record collection anywhere that you need it.

How?

Create a resource and select Collection Choice Set as the resource type. Then, select a record collection and the fields to use for the choice’s label and value. For most use cases, set the choice label to Name and the choice value to ID. 

Filter Items into a Collection in Flow Builder

Now you can filter unwanted data from your collections in Flow Builder. Use the Collection Filter element to select a collection and define conditions. When the flow runs, the element outputs a collection with only the items that meet those conditions, leaving your original collection intact.

Why? 

Prevents the need to loop through a collection to find/remove records that meet criteria.

How?

When defining conditions, you can set the requirements using a formula or logic, such as All Conditions Are Met, Any Condition Is Met, or your own custom condition logic.

Place More Fields Directly on Flow Screens (Beta)

You can now use record fields to directly add phone, email, and pick list fields to your flow screens. 

Note: For dependent pick list fields, both the controlling field and the dependent field must be on the same screen.

Why? 

This provides a better UI experience when displaying data from a record to the user.

Two-Column Flow Layouts Are Superseded by Multicolumn Screens

Use section components to organise record fields and screen components into up to four columns as in Winter ’23, two-column layouts are ignored but don’t panic, you won’t lose any data and Salesforce have new and improved layout options for you. 

Why? 

Section components provide much more control and flexibility than two-column layouts. For example, each section can have up to four columns, and you can adjust the width of each column.

How?

Determine whether your screen flows are distributed in a way that specifies a two-column layout. 

Note: For each flow screen that you want to continue rendering in two columns, use a Section component to organise the screen components and record fields.

Make Custom Screen Components React to Other Components on the Same Flow Screen (Pilot)

Design a flow screen with custom screen components that respond to updates on the same screen, and reduce the number of screens for a user to navigate through. 

Why? 

Previously, you placed these components on separate screens, thus this feature can save time for users when navigating through different screens. 

How?

Ask your Salesforce representative to nominate you for the Salesforce Flow: Reactive Screen Components pilot program.

Convert Workflow Rules to Flows with the Migrate to Flow Tool (Beta)

It’s that time, we need to start beginning to transition Workflow Rules to Flow. For this, we can use the new Migrate to Flow tool to convert workflow rules into flows. Whilst this tool is really useful it’s important not to blindly convert without assessing:

  • Whether there’s still a need for the automation
  • Whether there’s a more efficient way of configuring it 

Why? 

Flow Builder can do everything that workflow rules can do, and more and Salesforce have made it clear that they won’t be supporting workflow moving forward.

Note: you can migrate workflow rules that contain these items:

  • Field-based criteria
  • Field updates
  • Email alerts
  • Outbound messages
  • Time-dependent workflow actions
  • Rule criteria formula that’s set to true (unless evaluation criteria are also set to created, and any time it’s edited to subsequently meet criteria)

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 info@makepositive.com or complete the “Contact Us” form at the bottom of this page.

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