Spring ‘22 Salesforce Release is almost here! January 7th Sandboxes were upgraded, allowing us to look and feel around the new releases. Our team always gets excited for the releases bringing us new features and functions to both Admin & Developers in the backend and UI improvements on the frontend.
Blueprint has six features that we are excited to share with you from the Salesforce Spring ‘22 Release. So, make sure you stay up to date with the Key Dates for the Spring Release!
1. Easily Find the Right Report Type for New Reports (Beta)
With the enhanced report type selector, you can access recently used reports types and view the fields and objects that are included. It also gives you the option to display more details about a report type, such as who created it, the objects that the report type uses, and the ability to check if a report type contains the field you need.
From Setup, in the Quick Find box, enter Reports and Dashboards, and then select Reports and Dashboards Settings. Next, choose Enable Recommended Report Types (Lightning Experience only), and save your changes.
Start a new report on the Reports tab. In the Choose Report Type windows, you can still select report type categories on the left and search for report types by name in the search bar.
The details panel lists all the reports created by you (1) or others in your org (2) based on the report type. It also lists the objects that the report type uses (3). Click a report link to open it, or click an object link to open the object record in Setup.
And what if you’re not sure whether the report type includes particular fields that you need for your report? Scroll or do a quick lookup in the Fields area (4).
Source: Easily Find the Right Report Type for New Reports (Beta)
2. Edit Multiple Fields Inline on the Report Run Page (Beta)
This feature will allow you to update statuses and clean up data without rerunning your reports. Saving you time and enabling you to stay up to date by editing multiple records inline on the report run page. You will also be able to make inline changes in multiple rows and columns and save all your changes with a single click—all of this without rerunning your report.
Pending is another new feature of inline editing. The below image shows an example of changing a field that will impact other fields; the other fields will be marketing as Pending until your changes are saved.
Source: Edit Multiple Fields Inline on the Report Run Page (Beta)
3. Flow Builders – So Many Flows
It is just the norm for Salesforce to release a bunch of cool updates for Flows!
Salesforce never disappoints with its Flows, and this Salesforce Spring ’22 Release is not different. But, so many flows, where do we start?
How about with some of our favorites.
Visualize All Your Record-Triggered Flows in One Place with Flow Trigger Explorer This new Flow allows you to see and view all Flows associated with a specified object and that run when a record is created, updated, or deleted. For example, this would allow you to see all triggered flows when an Opportunity is created.
Source: Visualize All Your Record-Triggered Flows in One Place with Flow Trigger Explorer
Define the Run Order of Record-Triggered Flows for an Object
This new Flow will not allow you to determent the running order of your Flows, guaranteeing that certain flows run before or after others. This feature will also allow you to set the trigger order for before-save and after-save Flows. Make sure you order your flows to help ensure consistent results without creating overly complex flows.
Source: Define the Run Order of Record-Triggered Flows for an Object
Generate Choice Options from Record Collections
Collection-based choices can be generated using existing records in a flow. The collection choice sets prevent duplicating the results of a Get Records element, a component, or an action. You can create a collection once and then use the record collection anywhere you need it.
Source: Generate Choice Options from Record Collections
Connect Elements in For-Each Loops to Elements Outside of the Loop
Use Go To connectors to connect flow elements across the flow, except for End elements.
Source: Connect Elements in For-Each Loops to Elements Outside of the Loop
Source: Flow Builder
4. Clear Workspace Tabs for New Console Sessions
This feature will allow only admins, with the view Setup and Configuration and Customize Application permissions, to enable this feature new console sessions without loading workspace tabs from previous sessions.
Source: Clear Workspace Tabs for New Console Sessions
5. Say Hello to the Digital Experiences App in Lightning Experience:
Salesforce CMS App is now Digital Experiences. After adding new Digital Experiences settings to the Salesforce CMS app in Lightning Experience, it only made sense for Salesforce to rename it. IIn addition to managing your content, you can now use this app to see your site’s details and the underlying framework that it’s using an archive or unarchive your site.
Source: Say Hello to the Digital Experiences App in Lightning Experience
6. Prevent Appointment Bookings on Holidays
Allow your team to enjoy their holidays and not worry about appointment bookings. With this new feature, you can create holidays to prevent bookings on hours or days when a service territory is non-operational due to state or regional holidays or unforeseen circumstances.
When you create a holiday, Salesforce Scheduler shows time slots for only the operational hours or days of the service territory. The available time slots apply to service resources working exclusively for the holiday-linked service territory. Appointments that are already booked for an unplanned holiday require rescheduling.
Source: Prevent Appointment Bookings on Holidays
Thanks for checking out the six Salesforce features we are excited about; for all the features included in the Salesforce Spring ‘22 Release, Click Here.
What are your favorite Spring’22 release features? Let us know in the comments below.