Slide deck from BrightGen's webinar covering the new features in the Summer 22 Salesforce Release. Presented by CTO Keir Bowden on 1st June 2022. You can find the webinar recording at : https://youtu.be/JqGlULE5zyA - why not subscribe to our youtube channel to see all of our webinars?

1. Salesforce Release
Webinar
Summer 22 Highlights
Keir Bowden, CTO
@bob_buzzard
www.linkedin.com/in/keirbowden

2. ● Summer 22 Release
○ Fond Farewells
○ General
○ Analytics
○ Customization
○ Development
○ Experiences
○ Sales
○ Service
○ Beta
● Questions
Agenda

3. Fond Farewells

4. Crossing the River Styx
Legacy API versions 7.0 - 20.0
● Will error
Legacy API versions 21.0 - 30.0 deprecated
● No longer supported
● Will error in Summer 23 release
Salesforce for Outlook
● June 2024

5. General

6. Lightning Experience
• Latest stable Edge Chromium, Chrome, Firefox, Safari
Classic
• Internet Explorer 11
• Latest stable Edge Chromium, Chrome, Firefox, Safari
CRM Analytics
• Latest stable Edge Chromium, Chrome, Firefox - not Safari
sforce.co/3OFE0bh
Browsers

7. Einstein Search
View searchable objects and
fields
Setup ->
Einstein ->
Einstein Search ->
Search Manager

8. Einstein
Natural language search now covers knowledge articles
Einstein Data Exploration Consent
• Allow Salesforce data scientists to explore and improve your data
Search Layouts renamed in Salesforce Classic
• Now List View Button Layout

9. Analytics

10. Enhanced Report Type Selector GA

11. Edit Multiple Fields on the Report Run Page GA
Inline Edit fields
• Pencil icon = editable
• Lock icon = not editable
Multiple columns
Multiple fields
Save in one operation
Can opt out

12. Median Function in Summaries

13. Limit Results in Tabular Reports

14. Customization

15. Restriction Rules
External Objects supported
No longer stop users from creating/editing a record
• Once created/changed, they may be blocked!
View/Modify All now disregards restriction rules
• Parity with View/Modify All Data
Criteria now supports picklists
• Not multi-select

16. View custom picklist fields with > 4000 inactive values
• Email sent on request
• Settings -> Data -> Picklist Settings
Duplicate Picklist Entries are named
Picklists

17. Dynamic Related Lists
Customize and filter related lists in lightning app builder
• No more switching back to page layout editor
• Max two related lists for same relationship
• Different filters
• New Dynamic Related List - Single component

18. Dynamic Related Lists

19. Other
Set expiration dates for Permission Sets and Groups
• Enhanced user interface
• Release update - must be enabled

20. Development

21. AKA DOM!
Attach directly to host element
Not encapsulated in shadow DOM
• Accessible to other elements
• Accepts global styling
Light DOM LWC can contain Shadow DOM LWC, and vice-versa
Not available for base (lightning- namespace) components
Lightning Web Component Light DOM

22. Enable light dom via renderMode static field
export default class LightDomApp extends LightningElement {
static renderMode = 'light'; // the default is 'shadow'
}
Use lwc:render-mode template directive in <template> tag:
<template lwc:render-mode='light'>
...
</template>
Lightning Web Component Light DOM

23. New prompt, confirm and alert components - LWC and Aura
• LightningPrompt
• LightningConfirm
• LightningAlert
Avoid problems with the end of cross origin (iframe) support
Create via JavaScript - requires async function
await LightningAlert.open({
message: 'this is the alert message',
theme: 'error',
'Error!', // this is the header text
});
Lightning Components

24. Performance Assistant

25. Learn
• Learn the basics of scalability and performance testing
Prepare
• Create your performance testing strategy and test plan
• Schedule your test
Analyze and Optimize
• Interpret test results
• Identify performance hotspots
• Optimize your solution
Performance Assistant

26. "Fairer" Apex test resource distribution
Group multiple platform events into a single channel
• CometD/Streaming API clients only
Other

27. Experiences

28. Create multilingual Lightning Web Runtime sites
• Up to 20 languages per site
• Standard component text entry fields are translatable
• Mark String properties translatable for custom components
Language determined from browser settings
• Previously showed site in default language
Lightning Web Runtime

29. Users can deactivate their account from Aura sites
• Customizable User Settings component
• Enable User Self Deactivate in Setup -> User Management settings
Add links to Content/Layout Components - LWR Sites
• Button, Contact Form, Lead Form
• Any layout component that can be a link
• Choose type (link, email, phone) and source (page, external link, data binding)
Flows available in LWR sites
• Cannot contain Aura components
Components

30. Toggle Locker Service
• isLockerServiceEnabled in mainAppPage.json config file
• Aura and LWR sites
Optional URL Query Parameters for Aura sites
• Previously if recordId missing, {!recordId} became a string literal!
• Now evaluates to an empty string
Developer

31. Guest User Removed from Permission Sets/Groups associated with Permission Set Licenses where
• View or Modify All permission is granted
• Edit or Delete standard objects
Permission Set License is not removed
Aura/LWR/Visualforce sites
Release update
• Automatically applied in Winter 23
• Test in Sandbox asap if affected
Guest User

32. Run Flows permission removed in Spring 23
• Grant access via profile or permission sets
Aura/LWR/Visualforce sites
Migrate to new permission structure
• Setup -> Process Automation -> Flows
Guest User

33. Sales

34. Customise Cumulative Rollup Names
Include/Exclude more Opportunity Fields from Forecast
• Filter on standard number, currency and picklist fields
Collaborative Forecasting

35. View Corporate and Forecast Currency Units
Corporate Currency in brackets
Collaborative Forecasting

36. Includes recommended actions
Einstein Deal Insights

37. Use existing org-wide email address as default No-Reply address
Verify email address to send email through Salesforce
• Verification not always required
• Mature orgs may have unverified addresses
• Will receive email to verify address
• Cannot send until this is complete - starting Winter 23
Email

38. Overdue task Due Dates appear in red
Activities

39. Manage automatic associations from the activity timeline
Activities

40. Now includes the following (formerly add-on) features:
• High Velocity Sales
• Inbox (Gmail/Outlook)
• Sales Cloud Einstein
• Einstein Conversation Insights
• Einstein Activity Capture
Performance/Unlimited Edition

41. Enable Person Accounts without Contacting Salesforce Support
• At least one Account record type
• Profiles with Read on Accounts also have Read on Contacts
• Org-wide default for Contact is Controlled by Parent, or Account and Contact are Private
Manually share Campaign record with another user
Other

42. Service

43. Check Availability for Routing Action
• Route based on number of agents and item backlog
Play custom sounds when work is assigned
Auto Accept at the service channel level
Train reply recommendations in 16 more languages
Flow Create Article Recommendations Action
Routing / Einstein

44. Milestone timer stops when case exits entitlement process
• No requirement to click Is Stopped
Messaging learning map - sforce.co/3wJnnmN
Other

45. Improved Conversation Canvas
• Drag and drop from component library
• Drag to re-order dialogs
Improved standard reports
• 16 new
• Updated existing
• In new folder - Einstein Bot Reports Summer ’22
Bots

46. Beta

47. Filter Report Types for Selected Objects

48. Custom Address Fields
Requires State and Country/Territory Picklists Enabled
Setup -> User Interface
New custom field type

49. Custom Address Fields

50. Clean Up Inactive Picklist Values
Setup -> Picklist Settings
Any picklist custom field
Background
task

51. SOQL Queries:
SELECT Name, Public_Field__c from Account WITH USER_MODE
SELECT Name, Hidden_Field__c from Account WITH SYSTEM_MODE
DML Operation:
Account acc=new Account(Name='Test Account');
insert as user acc;
Contact ctct=new Contact(AccoundId=acc.id,
FirstName='Test', LastName='Contact');
insert as system ctct;
User Mode Database Operations

52. Here endeth the lesson

53. Release Readiness
sforce.co/3sPPMXj
• Release in a Box
• Release Notes
• Demo videos
Trailhead badge - sforce.co/3wAVHk4

54. Questions?