Salesforce tips, techniques, and news.
Here we are standing at the beginning of a brand new year full of promise and opportunity, both for ourselves (failing resolutions notwithstanding) and our businesses. And in the spirit of the season, Salesforce is also looking toward the future with the release of its Spring '22 update!
In this release come many highly anticipated enhancements that will allow users to improve efficiency, build more powerful automations, and extract more value from the platform. Here are some of the most exciting highlights from the release:
Coming out of beta and with some additional functionality, the Flow Orchestrator gives admins greater ability to build and coordinate complex processes that involve multiple people over multiple stages with multiple flows.
Some key functions this tool offers to users:
Released in 2018, collaborative forecasts have enabled users to plan their end-to-end sales cycle and achieve more realistic sales expectations throughout their organization. Some enhancements for this tool found in the release:
This new offering for call centers features a suite of tools aimed at improving scheduling forecasts and agent happiness. Here are some key takeaways:
In the Winter '22 release, Enhanced Landing Pages for Pardot gave users some really useful features to create landing pages including Drag-and-drop builder, responsive design, Salesforce CMS images, and Salesforce reporting.
This update brings even more options to configure your landing page.
Retiring a website can be a bittersweet experience. You’re happy with the look of your shiny new site, but you may want to keep the old one around for reference, in which case, you could archive it... unless it was a Salesforce Experience Cloud site. Until now!
Salesforce has added a new Archive button to the detail page of your site, which makes the URL unavailable to all users and instead displays a site under maintenance page. If you ever decide to bring it back, you can simply unarchive it. Users can archive up to 100 sites and they do not count against the 100 active site limit.
Several new types of commerce promotions have been created for B2B stores, allowing you to offer your customer coupons, fixed discounts, and more promotions per cart.
Additional updates include creating multiple product discounts for the same promotion, the ability to view all promotions applied to an order, and Commerce Promotions API access through Apex.
For anyone who has ever wished they could make inline edits to multiple fields and clean data from within a Salesforce report without rerunning it every time, your wish has been answered. A welcome enhancement to the Inline Edits on Reports from the Summer '21 release, the added functionality allows you to make edits to a field with related fields on the same record. When you do this, the related fields are marked as Pending and are updated with the new value upon saving the edits. Multiple-field inline editing for reports has entered Beta testing and will be available to most users in the Spring '22 release.
A small but important enhancement here, the ability to bundle short appointments at nearby locations allows you to assign a service tech to the bundle to complete them in succession. Additionally, you can automate the creation of bundles and save time on assigning multiple service appointments.
Anyone who has dealt with a complex CPQ implementation knows how slow it can be to run certain operations. By utilizing new Web Components V1 tech, Salesforce has made the program far less browser-hungry. This update was first made available in the Summer '21 release and will be enforced in Spring '22.
Sustainability Cloud is now Net Zero Cloud and has become a core Salesforce App. It promises to help collect, categorize, and analyze energy usage and greenhouse gas emissions data throughout your organization’s business activities. This allows you to gain accurate insights into your carbon footprint and identify areas of improvement.
With all these awesome enhancements and much more, the Spring '22 release should provide plenty of motivation to kickstart your year with a renewed commitment to continuous improvement. If you wish to learn more about these updates or the others included in the release, please check out the official release notes. If you have any questions about Salesforce or want to talk about your Salesforce needs, contact DB Services!
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Joshua is an outgoing consultant who enjoys collaborating with a team to achieve clear-cut goals and provide the best value for clients. He is dedicated to creative problem-solving and process improvements that often lead to unique, tailored client solutions.