Slide deck from BrightGen's webinar on the new features in the Spring 22 release of Salesforce. Presented by Keir Bowden (CTO) and Clive Platt (Head of Service Management). You can find the recording at : https://youtu.be/YTrxbaKf-WE

1. Salesforce Release Webinar
Spring 22 Highlights

2. Your Hosts
Keir Bowden
CTO, Salesforce MVP
@bob_buzzard
Clive Platt
Head of Service Management
www.linkedin.com/in/cliveplatt/

3. • General Updates
• Mobile
• Analytics
• Customisation
• Einstein Automate
• Sales
• Pardot
• Service
• Experiences
• Fond Farewells
• Beta Features
Agenda

4. General Updates

5. Lightning Experience
• Latest stable Edge Chromium, Chrome, Firefox, Safari
Classic
• Internet Explorer 11
• Latest stable Edge Chromium, Chrome, Firefox, Safari
Tableau CRM
• Latest stable Edge Chromium, Chrome, Firefox - not Safari
sforce.co/3qNTYVB
Browsers

6. Two pieces of evidence (factors)
● Something you know (password)
● Something you have (authenticator app)
Required for all internal user access
● Feb 1 2022
● Direct login and Single Sign On
● Not sandboxes (yet)
Multi-Factor Assistant in Setup (Lightning Experience)
Multi-Factor Authentication Rollout Pack : sforce.co/3EZTIrI
Multi-Factor Authentication

7. On by default in Lighting Experience
Natural Language Search for tasks
• "My tasks this week"
• "Tasks with status not started"
Instant results show profile images for supported records
• Default - People and Groups
• Enable - Social Accounts, Contacts and Leads for Twitter
Einstein Search

8. Mobile

9. Device requirements : https://sforce.co/3fykTQh
Lightning on Tablet GA
● iOS and Android
● Full width experience
Mobile Home pinned list cards
● Commonly used record/object lists
● Users can personalise their lists
● Multiple cards supported
Mobile

10. Analytics

11. Dashboard Dynamic Gauge Charts

12. Dashboard Dynamic Gauge Charts

13. Single Custom Time Zone - change from GMT
• Define org level Time Zone for for dashboards
• Refresh datasets after defining
• New dashboards only - existing unaffected
Update dataset column values from another source
• Update node
• Key pairs must match
Tableau CRM

14. Drop transformation
• Keep the columns you need
• Previously had to drop others
View sentiment as a measure
• Show confidence score
Tableau CRM

15. Embed Lightning Web Components GA
• Not available in mobile apps
• Use mobile web browser
Change record owner
• From custom actions menu
• Charts or table cells
Tableau CRM Dashboards

16. Tableau CRM Dashboards - Fit Content
1. Resize Columns
2. Wrap header
3. Wrap data

17. Tableau CRM Templated Apps Log

18. Navigation Breadcrumbs
• Step back through previous pages
View lenses and datasets in Salesforce mobile app
• Analytics tab
Tableau CRM - Other

19. New version - 14.2
• Bug fixes and usability enhancements
iOS
• Sort tables in dashboards by tapping column headers
Android
• Save data explorations as a lens
• One tap actions
• Pivot tables, including formatting and multiple measures
Tableau CRM Mobile App

20. Customisation

21. Enhanced Personal Information Management
New permission
● Hides information from external users
● Default 30 fields, e.g. Address, Extension, Manager
● Configure fields in PersonalInfo_EPIM field set
● Replaces Hide Personal Information setting
● Release update - enforced Winter 23

22. Lightning App Builder
Monitor Slowest Desktop Record Pages
● Pages that take 4 seconds or longer
● Prompt displayed in App Builder
● View details in Lightning Usage App
● View analysis results

23. Replaces Locker Service for LWC
● Locker Service still applies to Aura
Not Enabled by default
● Will be enabled on a rolling basis from Spring 22
● Orgs with custom LWC only
● Affected orgs will receive an email 1 month in advance
Expected not to require code changes!
Lightning Web Security GA

24. Professional Services + Unlimited with Signature/Premier Priority Support required
Show users a subset of the records they have access to
● E.g. primary service management customer accounts
● Users can still access all records
Custom objects
Standard Objects - Account, Case, Contact, Event, Lead, Opportunity, Task
Scoping Rules

25. Scoping Rules
Applied to
● List views
● Lookups
● Reports
● Search
● SOQL
● SOSL

26. Einstein Automate

27. Automate record at various points of lifecycle
• Multiple people
• Multiple stages
• Multiple flows (steps)
Assigned flows displayed on record pages
• Use Orchestrator Work Guide lightning web component
Apply logic to orchestration
• Decision Elements
• Stage Exit Conditions
• Step Entry/Exit Conditions
• Evaluation Flows
Orchestrator GA

28. Assign interactive steps to groups/queues
• Avoid bottlenecks
• All members notified when work item created
• First user to complete step "wins"
• Users must have access to record page
Process background steps asynchronously
Trigger from custom code
• Apex
• API
• Same mechanism as used for flows
Orchestrator

29. Orchestrator - View In Progress Debug Info

30. Orchestrator - Debug Failed Orchestration

31. Package Orchestrations
• Cannot assign specific usernames for steps
• Assign constants
• Update after deployment
Change Sets
• Deploy flows first and activate
• Deploy orchestration next
Orchestrator - Deployment

32. Orchestration Work Items List View
• View all assigned work items
• Reassign incomplete work items
All Orchestrations Runs List View
• In Progress
• Completed
• Cancelled
• Cancel In Progress runs
Orchestrator - Other

33. Auto-Layout Generally Available
• Default layout for flows
• Default layout for user templates
Translate/Customize Button Labels in Flow Screen Footer
• Previous/Pause/Next/Finish
Generate Choice Options from Record Collections
Collection Filter element
• Define conditions
• Element creates new collection
Flow Builder

34. Define order of execution
Specify trigger order value - 1-2000
• 1-1000 run first
• Flows with same value run in API name alphabetical order
• Flows without values run next
• In created date order
• 1001-2000 run first
• Flows with same value run in API name alphabetical order
Record-Triggered Flows

35. Open Subflows from Auto-Layout Canvas
Flow name and version appear in browser tabs
Shortcuts in Add Element menu
Multicolumn screens
• Max 4
URL launched screen flows have white background
Flow - Other

36. Flow Trigger Explorer

37. Sales

38. Collaborative Forecasts

39. Collaborative Forecasts

40. See Changes in Forecasts

41. Choose Opportunity Record Types for Forecasts

42. Org-wide sharing for products
● Release update - enforced in Summer 22
● Internal and external users
Guest User Sharing Rules
● Release update - enforced in Summer 22
● Default is no access
Test in sandbox!
Products

43. List Email custom report
Verify Email Address to continue sending emails
● Unverified send will be blocked by Winter 23
Use custom lightning web components in email builder
● Define lightning__StaticEmail target
Sort past activities by Completed Date
● Previously Due Date
Sales Other

44. Pardot

45. Customise form styles in Enhanced Landing Page Builder
● Apply colours, fonts, margins and more
● WYSIWYG in canvas
Set redirect for unpublished landing pages
Add scripts to landing pages
Choose email template types for Salesforce Engage
Einstein Engagement Frequency
● WYSIWYG in canvas
Pardot

46. Enhanced Landing Page Builder

47. Automation emails from Lightning Experience available for
● Automation rules
● Completion actions
Specify tracker domains for automated emails from Lightning Experience
Metrics Guard has improved bot click filtering thresholds
Visitor filters applied retroactively
● Up to 90 days before creation of filter
Pardot

48. Service

49. Route calls with Omni-Channel Flows
Supervisor Call Monitoring
● One call
● Agent is notified, not customer
Universal Call Recording
● Any Salesforce user
● Any contact center they have access to
Match callers to records
Voice

50. Omni Supervisor
● Manage all agents
● Filtered views
● Assigned Queues Column Filter
Use Omni-Channel subflow to route non real-time objects
● Cases, Leads, Custom Objects
● Access Omni-Channel features (e.g. screen pop)
Routing

51. Single bot can support multiple languages
Generate Completed Goal Log action
● Identify when customer completed goal
● Report on metric
New standard reports
● Engaged Sesssions, Articles Chosen, Articles Positive Feedback, Escalations, NLP Intent Calls
Bots now have ISO and SOC2 Type 2 compliance
Bots

52. Conversation Canvas

53. Conversation Canvas

54. Copy link to latest version
● Even if article updated
Click article image for full-size view
● Via pop-up window
Accurate Article View Counts
● No more double counting
Knowledge

55. Experiences

56. Digital Experiences Lightning App
Renamed from Salesforce CMS

57. URL unavailable to all users
● Including admins
Users see in maintenance page
Can archive up to 100 sites
● Do not count against Salesforce limit
Can unarchive to restore site
Contact customer support to enable
Archive Experience Cloud Sites

58. Site Detail in Digital Experiences App

59. Choose from complete library of Google fonts
LWR Sites
Specify base desktop/mobile font size
● Pixels or rems

60. Account Role Optimization on by Default
● New sites
● Role based licenses
Switch from shared to single certificate
● Salesforce CDN only
● No downtime
SSO with Slack Credentials
Include High Volume and System User records in Criteria-Based sharing
Experiences - Other

61. Fond Farewells

62. Sleeping with the Fishes
Legacy Work.com Spring 22
Legacy APIs versions 7.0 - 20.0 deprecated
• Available until Summer 22
• After which will error
Legacy Tablet Apps retiring Spring 23
• Single column tablet app
• Salesforce1
• Switch to Lightning on tablet
Salesforce for Outlook retiring June 2023
• Move to Outlook Integration/Einstein Activity Capture

63. 16 years at BrightGen
30 webinars
100+ questions
1000s of bad jokes
Clive Platt

64. Beta Features

65. Permission Set Enhanced User Experience

66. AKA DOM!
Attach directly to host element
Not encapsulated in shadow DOM
● Accessible to other elements
● Accepts global styling
Not available for base (lightning- namespace) components
Lightning Web Component Light DOM

67. Migrate workflow rules to flow
Migrate to Flow Tool

68. Migrate to Flow Tool

69. Fin

70. sforce.co/34KldZY
• Release in a Box
• Release Notes
• Demo videos
Trailhead badge - sforce.co/3Gg4afa
Release Readiness

71. Thank you