Three times per year, Salesforce releases a bunch of new features which all customers can immediately take advantage of. It’s not like a packaged software solution where you have to manually install all the updates, as it’s a cloud-based application, everyone gets the updates automatically!
Our Salesforce Consultants at KVP Business Solutions have selected the most interesting features. Let's have a look at them!
1. Report Enhancements
Creating new reports in Salesforce just got easier with these new features to better guide the user when writing reports. Now they can see which objects and fields are contained in a report type (before they select the wrong one and have to start all over again). Admins can easily hide report types too so the users are not overwhelmed with too many confusing choices.
See which objects are contained in a report type:
2. Dynamic related lists
How many times have you wanted to customize and filter related lists within the Lightning App Builder? With the Summer ’22 release, you can now do just that! There is a new lightning component added for “Dynamic Related List – Single” that gives you the ability to change the related list name, the number of records to display (up to 30), which fields to display, add filters for which records to display, and which actions to allow from the related list.
3. Salesforce Feedback Management
Salesforce Feedback Management received a major upgrade during Summer ‘22 by adding shared answer banks, the ability to add company logos, and a customizable "Thank You" page with company-related URLs. Admins can now create, manage and optimize their Survey process more easily than ever.
4. Enable Person Accounts Without Contacting Salesforce Support
You can now enable Person Accounts without reaching out to Salesforce Support. Person accounts to store information by combining certain account and contact fields into one record. This allows you to store information about a person in a record that can act like an account when necessary.
5. View Shifts Schedule in a Calendar Format
Service resources and service territory managers can now switch to Schedule view to view their shifts, holidays, and absences in a calendar format. In schedule view, you can view shifts by resources or by work type groups. You can create, edit, or clone a shift, and control the time zone where the shifts are shown. By default, the Schedule view shows the shifts in the time zone of the logged-in user. You can also color-code shifts, show user profile photos for each resource, and control which fields to show in shift cards and resource cards.