Spring 22' Release Presentation
- 2. But First…
- 4. Salesforce Spring ‘22 Features Where? - Release Notes When? - 14th of Jan – 11th of Feb 2022 - Check exact dates here What to keep in mind? - MFA will become mandatory by the 1st of February (Quick setup guide) - Convert workflow rules to Flow
- 6. Test and Plan Your System for Scale Using Performance Assistant
- 7. Monitor Your Slowest Desktop Record Pages
- 8. Flow Updates 1. Place Flow Elements Automatically with Auto-Layout 2. View all record-triggered flows in one place
- 9. Flow Updates #2 3. Define run order for record-triggered flows 4. Convert workflow rules to Flow with “Migrate to Flow Tool (Beta)
- 10. Flow Orchestrator (generally available) To create a new Flow Orchestration, you’ll need to head over to the All + Templates section of the New Flow page.
- 11. Collaborative Forecasts New Metrics in Forecasts
- 12. Collaborative Forecasts #2 See Recent Changes in Forecasts
- 14. Ring in the New Year with new skills! 🎉📚 Use code SFNEWYEAR30 to get 30% off Salesforce certifications until January 3 *LEARN MORE HERE: sforce.co/newyear30
Editor's Notes
- #6: Make inline changes in multiple rows or columns, and then save all the changes with a single click. It’s a perfect way to update multiple statuses or clean up data without having to rerun your report.
- #7: Performance Assistant is your central hub of information and resources about scalability and performance testing with Salesforce. Use the step-by-step instructions, articles, and tools to help you architect your system, conduct performance testing, and interpret your results.
- #8: Discover which pages are taking too long to load. A new prompt in the Lightning App Builder takes you to the Lightning Usage App, which lists the desktop record pages with a median estimated performance time (EPT) of 4 seconds or longer. Improve the user experience by finding out which pages need tweaking. The table lists the page name (1), developer name (2), number of views (3). Open the record page in Lightning App Builder and view the Record Page Performance Analysis results (4).
- #9: Building flows and aligning elements is easier with auto-layout. Elements on the canvas are spaced, connected, and aligned automatically, saving you time and keeping your canvas neatly organized. Auto-layout is now the default canvas layout for flows. User templates also now open in auto-layout. 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.
- #10: Declaratively configure a flow to run before or after another flow. Order your flows to help ensure consistent results without creating overly complex flows, letting you divide automation by teams or logical owners.
- #11: Salesforce Flow Orchestrator is a new Flow functionality that allows Admins to string a number of Flows and business processes together across multiple people. Rather than rebuilding your existing Flows to support the new feature, Flow Orchestrator has been built with your existing Flows in mind and allows you to use them in any new Orchestration.
- #12: Now you can include columns in your forecasting grid that calculate Gap to Quota and Pipeline Coverage metrics automatically. We now have two ready-to-use calculated columns. Calculating forecasting metrics manually can be time-consuming and subject to user error. The Gap To Quota column lets your sales team know at a glance how close they’re to achieving their quota, without them calculating the gap manually. The column calculates the Gap To Quota metric automatically by subtracting the closed sales amount from your sales quota. The Pipeline Coverage column lets your sales team know the ratio of opportunities in the sales pipeline over your sales team’s Gap to Quota. The ratio shows the sales team how much pipeline remains, compared to how much quota they must close.