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Winter ’22 Release in Review

Salesforce® Winter ‘22 Release is here. Here’s some quick information on the Release and highlights in review that caught our attention.

General Information about winter ‘22

The Release Date for Winter ’22 will depend on your instance of Salesforce.

A Few Exciting Highlights

Einstein Search

While Einstein Search has been available for a while, Salesforce has now enabled Einstein Search by default for all Users with Winter ’22 release.

Dynamic Interactions

Dynamic Interactions that were announced a few months ago are now included in the Winter ’22 release. So what is Dynamic Interactions? Dynamic Interactions allow developers to create Lightning Components that dynamically react to user activity on another component. Bottom line: you can service the right data at the right time!

Point to Specific Elements on a Page

Generally Available: Administrators can now direct Users to exact interactions on a page with the newest type of in-app guidance.

Sort Upcoming & Overdue Activities Intuitively

Small feature, very exciting - Salesforce now provides Users with a sorting option!

Rich Text Fields can include IMAGES

Rich Text Fields have always been an outstanding way to highlight information for users. In the past, the only way to include an image was by creating a Custom Lightning Component. With the release of Winter ‘22, Administrators now have the the ability to add their own images.

Send List Emails via Your Email Provider (Pilot)

List emails are a great way for Salesforce Users to send marketing or sales emails directly out of Salesforce. In the past, emails that were sent directly out of Salesforce suffered formatting and design issues. Salesforce is running a pilot that allows Users to send directly from their own email provider.

Email Template Builder Updates

In the Winter ’22 release, Salesforce has announced multiple updates to the Email Template Builder. that will excite Administrators.

  • Create Longer Subject Lines

  • Add Indentations to Emails Templates

  • Add Rows and Columns to Your Email Templates

  • Add Column Padding

More Fields Inline Editing in Salesforce Reports

In the Summer ’21 Release in Review, we reported Salesforce’s release of Inline Editing with Salesforce Reports. This feature is now out of beta, and now also allows you to edit date, picklist, and lookup fields.

New Home Page for Salesforce Mobile Users

“Mobile Home” feature is now generally available for both Android and iOS users. Administrators, start customizing the “cards” that are displayed for Users.

Flow Updates

Flows continue to strengthen an Administrator’s ability to declarative programs. Here are a few highlight lifts with Winter ‘22.

  • Debugging Enhancements for Record-Triggered

  • Record-Triggered Flow Start Element Changes

  • Call a Subflow from a Record-Triggered Flow

  • Relabel the Navigation Buttons in a Screen Flow

  • Ability to Reconnect Flow Elements in Auto-Layout

  • Configure Batch Size for Scheduled Paths in Record-Triggered Flows

  • Screen Flow: New Roll Back Records Element

Flow Orchestrator

On the subject of Flows, in June 2021, Salesforce announced a Flow Orchestrator in design to help Admins create sophisticated multi-user, multi-step automated business processes, with clicks, not code. As noted above in our Flow Updates section, Administrators have more declarative power: meaning, Administrators can link different flows and approval processes together.

New Forecast Category

Users familiar with Collaborative forecasting and the standard four types of forecast categories (Pipeline, Best Case, Commit & Closed)., Salesforce is now adding a 5th category called “Most Likely”.

Dynamic Gauge Charts in Dashboards

Dynamic Gauge Charts are finally here! Previously, Gauge charts only allowed Users to track KPI’s against static numerical goals - not anymore. Users can now see a gauge chart filtered to only show the revenue of the Singapore subsidiary, relative to the target of the whole business.

About Michael Sturgis

Michael is a 6x Salesforce Certified Professional and founder of SCI 360, a Salesforce Registered Consulting Partner. He has been working within the Salesforce ecosystem for more than 15 years with experience in Sales, Implementations/Service Delivery, and Service Support. Michael has over 25 years of professional work experience and has been using Salesforce since 2003. Michael is also a proud member of Vetforce (USMC) and was recognized as one of Salesforce’s top 10 Trailblazer in 2018.


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