Brought to you by Exponent Case Management’s Customer Success team.
It’s that time of year again: Salesforce is releasing another new version of their platform. This time around, we’ll get to see a bunch of cool new features and functionality—but before you go searching for them, take a moment to really consider what they mean for you as an admin or developer. And if you’re a user, don’t forget to check out the features coming your way and to pass this along to your Salesforce system administrator!
When will the release happen?
There are three possible dates where the release may affect your organization. So you might be wondering: How do I find the exact date when the upgrade is scheduled for my org?
On the Salesforce Trust site, you can check the Maintenance Calendar to look up your org instance or domain to crosscheck for the exact day the release will update in your instance.
It will be one of these three dates:
- May 21st, 2022
- June 4th, 2022
- June 11th, 2022
So what are some top features in the Salesforce Summer 22’ release to keep your eye out for?
Custom Address Field
A custom address field that functions in the same fashion as the standard address field but you will need to have state and Country/Territory picklists configured first. Otherwise, the new field isn’t available.
Filter Related Lists
You can now create custom-related lists that can be filtered to display only when particular criteria are met. This is configured as a new component for Lightning pages: ‘Dynamic Related List – Single’. You can configure which fields are displayed, the order they are displayed, the number of records to display, and select which actions are available.
Do More With Picklists
If you love productivity, you’ll enjoy the new functionality to delete, deactivate, activate and replace multiple custom picklist field values at once!
Productivity lover you say? What’s even better is that you can now receive an email when custom picklist fields have more than 4,000 inactive values instead of checking each field individually. You can also bulk delete the inactive picklist values in custom picklist fields. Lastly, instead of just noting that there is a duplicate picklist value when you are adding a new picklist, the error message will tell you which value is a duplicate.
Just remember to opt into Advanced Picklist Values Management (Beta) in Picklist Settings under Setup to use these new picklist features.
Do More With Reports
If you want to limit the number of results showing in tabular reports, you can now set a row limit so only the first X records show in Lighting Experience. Be sure to sort by a column first so the option to add a row limit becomes available.
Summary functions now include Median as an option and you can edit multiple fields and rows inline in a report without needing to rerun each time.
Sort Report Types by Object
You can now filter on specific objects when creating a new report. This service is in Beta, but you can still try it out!
Customize Cumulative Rollup Names
In the Summer ‘22 release, you are now able to customize cumulative rollup names. This means that you can change the label of a cumulative rollup. This does not impact regular rollups, which already have this capability.
Marketing Cloud is rebranding!! So who’s that feature? Here are some changing terms to keep your eye on:
- Messaging/Journeys/ → Marketing Cloud Engagement
- Interaction Studio → Marketing Cloud Personalization
- Datorama → Marketing Cloud Intelligence
- Salesforce CDP → Marketing Cloud Customer Data Platform
- Advertising Studio → Marketing Cloud Advertising
- Pardot → Marketing Cloud Account Engagement
So how can Salesforce System Admins prepare for this release?
Get started by reviewing these detailed released notes. It’s important to know how and when features become available. In preparation, we highly recommend bookmarking the feature list as a quick reference to find out what is enabled for all users, enabled for system admins, if it requires direct action before users can benefit from the feature, and what you’ll need to contact Salesforce to enable.
Be sure to register for a Salesforce My Domain if you do not already have one since the Summer release will require all organizations to have a My Domain. If you don’t have a My Domain, then claim and register your brand name. Claim your domain name now and deploy it in your sandbox later. Learn more about My Domain here.
Then get ready to have some fun by exploring the new picklists setting in the setup tab. Look around this tab and activate any beta features you want to test out for your organization. Lastly, be sure to address any pending critical updates which can be found in Setup.
How will the Salesforce Summer 22’ release impact Exponent Case Management?
Rest assured that the ECM product team thoroughly reviews new Salesforce releases as part of their Salesforce Release Verification Process to ensure that ECM customers are not affected. Through this process, our dedicated team takes the time to analyze new features, Salesforce Release Updates (previously called Critical Updates), and Security Alerts to ensure existing functionality holds true. As always, we suggest that you test the release in your sandbox environment.
If you have questions about any of these updates, our customer success team provides regular updates on Salesforce releases and can help you understand what these changes mean for your organization. Contact us to learn more about our customer success and managed services offerings.