The Salesforce Summer ‘22 Release Notes are out, and they include important features for marketers who are on the Salesforce platform.
We get three major releases from Salesforce each year — Spring, Summer and Winter. Each Salesforce release includes upgrades and enhancements that affect Salesforce orgs in different ways.
So, if you’re using and managing marketing operations for your company or organization and want to know more about Salesforce, then you’re in the right place. We’re going to cover everything you need to know about the Salesforce Summer ‘22 Release if you’re a marketer who uses Salesforce.
Salesforce Summer ’22 Release: Highlights for Marketers
Marketers who use the Salesforce platform are getting lots of attention from the Salesforce Summer ‘22 Release.
Some updates are changing the way we work to meet evolving technology demands. Others are saving us time by connecting the dots in a logical way.
All we know is, this release includes big updates for people in the marketing world.
Highlight #1: Enabling Person Accounts
For any organization who has considered Person Accounts, you know that you have to reach out to Salesforce Support to get them to enable Person Accounts in your Salesforce environment.
With the Summer ‘22 release, organizations are now able to enable Person Accounts on their own through Salesforce Setup. Similar to the previous process, enabling Person Accounts cannot be reversed from your Salesforce environment.
If you are looking to implement Person Accounts for your business and are looking for a partner to assist you with it, please reach out to us to find out more on how we can help you through the implementation process.
Stay tuned… we’re working on a blog about how Person Accounts work with different Salesforce products.
Highlight #2: Custom Field and Related List Updates
Improvement #1: Custom Address Field (Beta)
Salesforce Administrators have been wondering for years “how can I create a custom Address field so I can record multiple addresses on my customer records?”
Our questions have finally been answered with the new beta feature of creating custom Address fields on various objects. These custom fields will mimic the behavior of the standard Address fields you see on the Contact and Account objects.
It will be interesting to see how new custom Address fields will play with Pardot if your organization decides to sync those fields over.
Improvement #2: Picklist Enhancements
Have you ever needed to inactive multiple picklist values and realize you’ll be clicking “deactive” for nearly five minutes?
Salesforce has finally improved this process by providing the option to manage picklist values in bulk.
This is a beta feature that you will need to enable in Setup. It gives you the option to select multiple picklist values at one time and perform various actions on those values.
There is also a new picklist feature where you can get an email sent to you if your custom picklist fields have more than 4,000 inactive values. You will then be able to bulk delete these inactive values through the feature above.
Improvement #3: Dynamic Related Lists
This is probably my favorite feature in this release. The introduction of Dynamic Related Lists will bring amazing opportunities to customize your org’s Lightning Pages.
With this improvement, you can add the new Dynamic Related List – Single component on your Lightning Page. You’ll select the fields you would like to display, and then apply filters to ensure only certain records show in your new related list.
You can create multiple related lists for the same object if you would like to display different groups of records, such as filtering on Opportunity Record Type.
Highlight #3: Reports and Dashboards Updates
Salesforce continues to ensure that Reports and Dashboards get new updates with each release throughout the year. Some features that were in Beta during the last release are now Generally Available, while there are new features entering the Beta phase.
Improvement #1: Find the Right Report Type for New Reports (GA)
This improvement was highlighted in our Spring ‘22 Release Article when it was a Beta feature. It is now Generally Available to all Salesforce customers.
Improvement #2: Edit Multiple Fields on the Report Run Page (GA)
Similar to the improvement above, we highlighted this feature in our Spring ‘22 Release Article when it was just a Beta feature, and it is now Generally Available to all Salesforce customers.
Improvement #3: Create Reports Based on Selected Salesforce Objects (Beta)
Have you ever had to scroll through all of your report types to try to find the ones that contain the specific object you are looking for? This new Salesforce beta feature allows you to filter the report types on the specific objects you need to ensure are in your report.
This feature, along with Improvement #1, compliment each other in a way that will help you find the right report type faster.
Improvement #4: Use Median as a Summary Function in Reports
One of the smaller features in this release, this improvement provides the ability to summarize your fields in a report based on the median action along with the previously available actions.
Highlight #4: Salesforce Flow Updates
You may have heard the phrase “Flow is the future” in Salesforce messaging over the past couple of years. This is because Salesforce is consistently releasing new Flow features to prepare for the retirement of Process Builder and Workflow Rules in the upcoming years.
You should anticipate seeing awesome features for Flow being included in every release moving forward for a while. And be sure to check out this solution from Mike Morris on how to manage Salesforce campaign activation with a simple flow.
Here are some of our favorites from this release.
Improvement #1: Use Formulas as Flow Entry Conditions
Flows will now have the opportunity to use formulas as entry conditions instead of just field value criteria. This improvement provides so much more flexibility then we previously had, and it’s something I am very excited to implement in my client’s Flows to help optimize them even more.
Improvement #2: Add Section Headers Screen Flows
Screen Flows will also receive a couple updates during the Summer ‘22 release.
You will now be able to add a Section component to your Screen Element that can be collapsible to make the screen flow completion more efficient.
Along with this feature, there will be a new beta feature to place Name and Address Record fields directly on your Flow Screens.
Through this feature, your screen flows can become even more efficient as you can have these fields populated with either existing values and even have autocomplete functionality with the Address record fields.
Improvement #3: Manage the Run Order of Flows from Flow Trigger Explorer
The Summer ‘22 release brings the ability to easily update the run order of your record-trigger flows without needing to open and edit the individual flows themselves.
Through the easy-to-use UI, you can ensure that your record-trigger flows are executing in the exact order you specify for an individual object.
Salesforce will continue to push its customers to Flow in preparation of the retirement of Process Builder and Workflow Rules. Thankfully we are provided tools to help make the migration process a lot easier than just creating flows ourselves. The Migrate to Flow Tool was already available for certain Workflow Rules in the previous release, but now supports more kinds of workflow rules. THe tool will now support the following:
- Equal to null
- Not equal to null
- Rule criteria formula
Stay tuned for a blog post on migrating Workflow Rules and Process Builder to Flow through this tool to learn more about it.
Highlight #5: Marketing Cloud Account Engagement (Pardot) Updates
Probably the biggest update to Pardot during the Summer ‘22 release is the name change to Marketing Cloud Account Engagement that was announced recently.
The name will always be Pardot in our hearts and therefore deserves its own section for feature highlights from this upcoming release.
Here’s a musical tribute to the Pardot name for your listening pleasure.
Improvement #1: Conditional Completion Actions
Every Pardot Admin probably screamed with glee when they saw this feature was finally being released. We are now able to include conditions on Completion Actions to ensure that subsets of your prospects are meeting the criteria for certain completion actions. Previously we could only include completion actions that fired for each prospect that completed the asset so this improvement will help all companies enhance their marketing automation efforts.
Improvement #2: Review Email Bounce Data in One Report
The Summer ‘22 release will bring a single report for you to review all of the bounced email addresses from the past year for each email sent. This is a huge improvement from needing to view individual list email reports in order to find the prospects that had bounced email addresses for that email.
Check out Laura Curtis’ blog post on the Pardot Email Bounce report to learn more about this awesome feature.
Improvement #3: Get Improved Mailability Insights on List Email Reports
The Summer ‘22 release will bring four new fields to your list email reports:
- Total Prospects on recipient lists
- Total suppressed Prospects
- Total unmailable Prospects
- Total duplicate Prospects
These new fields will provide a more accurate picture of who is receiving your emails and give you more information to help with your prospect management decisions.
Highlight #6: Marketing Cloud Updates
Please check out my colleague Kirsten Schlau’s blog post on all things Marketing Cloud from the Summer ‘22 release.
Salesforce is getting bigger and better all the time
B2B marketers who come to Salesforce are usually looking to scale their efforts and grow in a way that makes sense. These latest enhancements from the Salesforce Summer ‘22 Release get marketers closer to those goals by saving them time and resources. Contact the team at Sercante to get help implementing these enhancements in your Salesforce org. And leave us a comment below to let us know what you think about the Summer ‘22 Release.