In the Salesforce Winter ’22 Release, there are a number of intuitive new features, updates, and functionalities sure to benefit your Salesforce instance. Admins and Developers will be particularly interested in the many updates to Einstein Search, inline editing from reports now being generally released, and even more functionality added to Flow Builder. And those are just a few of the highlights. Read on to learn more!
With each new update, Salesforce is improving upon the Einstein Search functionality. In the latest release, Einstein Search is now enabled by default. In addition, admins can now set the search scope (beta) and choose which objects are queried to deliver the search results or utilize the default search profile. The search scopes are assigned by user profile, allowing admins to customize the search experience with business processes and teams in mind.
Dynamic Interactions (Pilot)
The Winter ’22 Release is introducing even more interactive pages with Dynamic Interactions. Through these Dynamic Interactions, users can now update multiple components on an app page. The Dynamic Interactions are set up on the Lightning Page, within Lightning App Builder, and are used to trigger other components to update based on a users’ interactions.
Using the example provided in the Winter ’22 Release Notes, an Interaction has been added titled “Show Cases.” When the “Show Cases” button is selected, the List View is updated to show Cases instead of Accounts. Note that Dynamic Interactions is still being piloted and is not yet generally available, and they are only supported on app pages.
Dynamic Gauge Charts in Dashboards (Beta)
For those of you who have set up dynamic dashboards to track your organization’s KPIs, you have cause for celebration with this new feature! The dynamic gauge chart is now available to use report metrics and field values to respond dynamically to the displayed business metrics. For example, the gauge chart can display a subtotal of a subsidiary (i.e., Singapore in the image below), compared to the overall business. The target segment values in the dynamic gauge charts are always represented as percentages—which is how the chart calculates—instead of the standard gauge chart where the segment ranges are static.
Your Account App
Perhaps not the most glamourous part of the release, but the new Your Account App allows for admins to observe a more streamlined view of the subscription components of the account. From within your Salesforce org, the Your Account App allows you to do any of the following:
- Increase product and license count
- Review current products and update billing information
- View existing statements, orders, and invoices
- Communicate with your Salesforce Account Executive
- Provide feedback for improvement of the Your Account App experience
Note that the feature needs to be enabled from within the Setup menu and under the “Manage Subscription” tab.
Inline Editing of Fields in Reports
While inline editing of reports was first introduced in Summer ’21, it is now out of beta. Users can now update picklist, date, and lookup fields directly in a report. This new feature will help streamline user workflows—these new features are sure to greatly benefit gift officers currently managing portfolios and gifts from within reports!
Send List Email Your Way (Pilot)
With the new update, Salesforce users can send List Email through External Server. By sending emails through either Gmail or Office 365, this feature will ensure that emails look exactly as they do when sent from the user’s Inbox, rather than through Salesforce. This will help open rates, as recipients are more likely to open an email that doesn’t look like it came from automation. Additionally, sending through Gmail or Office 365 allows for the sent message to be saved in the user’s sent folder if the message had to be reviewed again or if there were questions of deliverability.
Updates to Lightning Flow
With the new Winter ’22 Release, outbound message actions are available in the Lightning Flow Builder. In the past, outbound messages were only possible through workflow rules and approval processes. However, with this new update, external services can now be notified after the triggered record is saved.
Additionally, there are a number of other updates that were made to the Flow Builder:
I’m particularly excited about how this latest update will add newfound efficiencies and help create new, more imaginative solutions within the greater Salesforce ecosystem.
As with all changes, we recommend that you first install and test in a sandbox environment prior to installing into a production org. Also, note that the updates to the NPSP are made from suggestions from community members like you! Share your idea or vote on an idea you’re passionate about on the Trailblazer Community Idea Search.