Previewing the Salesforce Spring '22 Release

The much anticipated Spring '22 release is almost here, and we're going to run down the features we're most excited to test out.

The much anticipated Salesforce Spring '22 release is nearly here and there are a ton of new features to be excited about. It’s important to note that not everyone will be upgraded this month as the release date is dependent on your instance of Salesforce. If you are lucky enough to be one of the first to get the upgrade this Sunday (1/16), here are a few of our most anticipated features.

1) Enhanced Security

In today’s work anywhere culture, it’s more important than ever to take security into consideration when working remotely. In the Spring '22 release, Salesforce seems to have done just that. From expiration dates on permission sets and permission set groups to Enhanced Personal Information Management, it’s all a very welcome sight.

If you are working with an external client and only wish for them to have certain permissions for the duration of the project, and then revert back to normal permissions after the project is completed, the Spring '22 release will allow you to do just that with expiration dates tied to permissions.

Enhanced Personal Information Management allows admins to prevent external users, such as portal or community users from accessing your internal employees information. As the Salesforce community keeps growing, this is a welcome sight to tighten up security for your internal employees.

2) Collaborative Forecasts

Perhaps the most anticipated feature of the Spring '22 release is the multitude of changes coming to Forecasts. Now, Forecast Types and Forecast Settings have been consolidated into one page allowing you to easily and quickly create forecast types step by step.

Two new calculated columns have also been added to be used in the forecasting grid, "Gap to Quota" and "Pipeline Coverage". Gap to Quota automatically calculate’s your team’s sales to show how close they are to achieving their quota for the quarter. Pipeline Coverage shows the ratio of opportunities in the sales pipeline compared to how much quota they have left.

There a few more changes to forecasts, but these are really the most anticipated features we can’t wait to try for ourselves.

3) Flow Updates

While we are still mourning the loss of Process Builder and Workflow Rules, we have come to love the number of changes that Salesforce has made to Flow. It keeps getting better with the Spring '22 release.

Auto-Layout will now allow your flows to look clean and seamless, automatically mapped and proportionally spaced for client review. Flow Trigger Explorer will now allow you to visually see all of the flows connected to an object that run when an object is created, updated or deleted. Flow Screens gets a helpful addition where you can now add phone, email and picklist fields directly to your screens.

Last but not least, and perhaps our favorite feature is you can now define the run order of record triggered flows. If you want to get very specific on flows and make sure that certain flows only run before a save and run after a save, you can now do just that.

4) Report Type Updates

When creating reports, it used to be pretty overwhelming and down right confusing to find the right type of report for what you were creating. No longer, as Salesforce has dramatically improved the way report types are displayed when creating a new report.

Now you can quickly see recently used reports along with the fields and objects included with the report. But beyond that you can easily see which report types are standard or custom as well as hide report types that you are team does not use often.

Streamlining report creation is long overdue and this should dramatically improve the report creation workflow.

5) Scoping Rules

Scoping rules have been a long time coming but they have arrived in a big way with the Spring '22 release. If you’re not familiar, scoping rules allow you to control the default records that a user sees based on criteria that you select. Scoping rules do not restrict access, but rather confine the scope of records to a user so they only see data that is relevant to them and their project.

Say you’re an agent that is assigned a different client each day. Scoping rules allows you to focus in on the records, list view, related list, reports and search results so you only see the given client for that day. This gives a coherent view for agents so they see clean, relevant results instead of results from every single client.

We have only highlighted five of the many, many new features coming in the Spring '22 release. If you want a full rundown of each and every feature, make sure to take a look at Salesforce’s official release notes here:

We can’t wait to test it out and see how we at Relay can best utilize each and every new feature.

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