Author: Peggy Schael | Salesforce Trainer | WeLearnSalesforce
#1 Collaborative Forecast Setup Becomes More Effective
This makes so much sense. Salesforce is combining Forecast Settings and Forecast Types into one screen. You won’t find a separate menu item for Forecast Types anymore. And that’s not all.
The Forecast Settings include a few new features, such as the display of Quota-related information. You get two new columns by default, the “Gap to Quota” and the “Pipeline Coverage”.
Tip: Enable “Show quotas” in order to see the option to enable “Show gap to quota and pipeline coverage”.
#2 Display Historical Trending on Forecast Tab
You’ll love this one for sure! You may be familiar with Historical Trending which is used to track changes on records such as Forecast Items. Historical Trending is usually used in reports to analyze such changes. However, in regards to Forecast Items, you can now enable the display of upward or downward trends on the Forecast Tab. This may even make the creation of corresponding reports redundant. #admintimesaver 👏🏻
Tip: Historical Trending is not enabled by default. Make sure to enable it first. Once it’s ready you’ll receive an email. After which Forecast Users will find respective Display Options on the Forecast Tab to choose from.
#3 Selecting The Right Report Types Becomes So Much Easier
When creating a new report from scratch, the very first thing you need to choose is the Report Type. If you get it wrong, you’ll have to start all over. 🤯 Salesforce makes this easier by showing you Recently Used Report Types.
And the best part is you can now hide Report Types which should not be used at all. This feature was already available in Salesforce Classic, and finally found its way into Lightning Experience. What took them so long? 🤔
Tip: You need to enable this feature under Reports and Dashboards Settings by ticking the checkbox “Enable Recommended Report Types”
#4 Inline Editing in Reports Gets Even Better
Similar to List Views, inline editing can be a double-edged sword. On the one side, inline editing can be very practical allowing Users to make changes right from the Report without having to open the record. On the other side though, related information might get overseen and not updated. This is being improved now. Whenever you update one field on a record that is relevant to another field on the same record, this related field will be highlighted.
Note: This feature is still in Beta and may or may not become Generally Available.
Tip: If you haven’t already, enable “Inline Editing in Reports” in the Reports and Dashboards Settings.
#5 Personal Data Protection In An Online World Becomes Even More Important
You already have all these data security and access tools available to prevent unauthorized access to specific types of data. However, there’s been a gap around User Data such as Names, Addresses, Emails, etc., especially in Experience Cloud Site Users. They should not necessarily be able to see each other’s details. Therefore, make sure to enable “Enhanced Personal Information Management” in the User Management Settings.
Note: This replaces the “Hide Personal Information” feature, which you will need to disable again if you had it turned on.
#6 Sharing Rules Become More Sophisticated
In regards to data protection, you can now include or exclude specific records which are associated with High-Volume Community Users or System Users.
Tip: By default, the Sharing Rule automatically includes these records. If this is not desired, ensure to deselect the checkbox “Include records owned by users who can’t have an assigned role”.
#7 Smarter Manage Permission Set Group Assignments with Expiration Dates
Keeping an overview of who is assigned to what Permission Set or Permission Set Group is hard enough. Permission Set Groups even allow you to add expiration dates which is awesome. You can now not only see the list of Users with an expiry date, but you can now also search and filter Users.
Note: This feature is currently in Beta, and may or may not become Generally Available.
Tip: Enable “Permission Set & Permission Set Group Assignments with Expiration Dates” in the User Management Settings in order to assign and manage expirations.
#8 Identify Sloooooowwww Record Pages
Since the introduction of Lightning Experience, Users have been complaining about slow page loads. This impacts user adoption significantly and Salesforce has already made a number of improvements around this issue. The Lightning Usage App already includes a section around “Slowest Desktop Record Pages”. However, while you are building out Lightning Record Pages, you are now automatically prompted when the system recognized pages that could run more efficiently.
No tip, just keep an eye out. 😉
#9 Our Love For Flow Is Growing
Almost no other Salesforce development tool has seen so many improvements in such a short time as the Flow Builder does. We all know by now that Flow will become your go-to automation tool and Salesforce is making sure, you won’t have such a hard time. From all the new updates, here are my Top 3:
Auto-Layout becomes Generally Available
When you create a new Flow it is automatically set to Auto-Layout. However, if you prefer, you can switch it back to Freeform. I still personally prefer Freeform because I like to see all Elements and Resources in the panel on the left. #oldhabitsdiehard However, the Auto-Layout is just perfect for Flow Newbies or if you prefer a more guided approach.
Use Flow Trigger Explorer to see all Flows associated to a specific Object
One of the issues with having too many automation tools is that you don’t really know what automation is already in place for one particular Object.
The Flow Trigger Explorer has been put in place to take some of that guesswork out. Of course, it can only look at Flows, but for Record-Triggered Flows, it shows you if there are other Flows already in place for the same Object. Almost too good to be true, but it’s right there. 😉
No tip, just click on “Open Flow Trigger Explorer…”.
Determine Run Order of Record-Triggered Flows
How do you know which Flow runs first when you have multiple Flows for the same Object? Good question. Problem solved with the “Trigger Order” field which you can determine when you save a Flow. If the Flow was saved already, just go to the Flow Properties.
Note: The Flows must use the same trigger, either before-save or after-save.
And there’s heaps more. Make sure to check out the other Flow updates too.
#10 Convert Workflow Rules to Flow
A little warning first: Don’t try this one in a real Production Org, test this out in a Sandbox or Developer Org first! Plus, this is currently in Beta and may require fine-tuning. However, it’s certainly worth giving it a go.
It’s time we face it: Workflow Rules and Processes are going to be retired. While they will still be around for another (probably long) while, you won’t be able to create new ones anymore. You will only be able to edit existing ones. This means, you still need to know how Workflow Rules and Processes work. But, you will also need to learn more about Flow and how to migrate Workflow Rules and Processes to Flow Builder. Salesforce is starting to provide you with migration tools. Here’s one for Workflow Rules:
You will find a new Setup menu item “Migrate to Flow”. Select the Rules you wish to migrate and the system will do the work for you. Once the migration is completed, you will be able to test the functionality in Flow Builder. Voila!
There are so many more features to explore. Go check them out and remember you can earn points for learning all about them: Spring ’22 Release Highlights
Let us know in the comments which features you enjoy the most. We’d love to hear from you!
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