Sunday, 17 April 2022

Salesforce Summer 22 Release Sneakpeek/Interesting Features

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Summer 22 sandbox preview cutoff date is May 6th, 2022. Refresh your sandbox between now and May 6th to redirect to preview instance as per sandbox preview instructions article. Post May 6th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to summer 22 on May6th, 2022 and non preview instances on June 4th/11th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Summer22 release notes - here

Summer22 Pre Release org sign up here  21st April

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Summer 22 Release Highlights | Demo here -


Permission Set Assignment Expiration - You can Manage Permission Set Assignment Expiration with an Enhanced User Experience is now Generally Available watch demo here

Bulk Delete Inactive Picklist Values - Beta Feature, From setup, navigate to Data>picklist setting>Enable Bulk Delete Inactive Picklist Values (Beta). Available only for custom picklist fields on an object and not available for picklist fields that use a global value set, only available for unrestricted picklists.Throws error for Duplicate values too! watch demo here

Dynamic Related Lists - New component in Lightning App Builder (LAB) called 'Dynamic Related List - Single' which can be configured entirely within LAB including the ability to choose, reorder, and sort columns, add actions, and filter watch demo here

Flows -
  • Directly from object manager page, you can access Flow Triggers and Flow Trigger Explorer!
  • Create new flows/order flows using drag/drop from flow trigger explorer page
  • Migrate to Flows - This feature is now GA, time to migrate all your production workflows to flows! watch demo here
  • Flows Tests -This feature is beta and used to test the flow logic for any new changes made to existing flow. watch demo here
  • In Summer ’22, only users with View All Data permissions enabled can debug record- and schedule-triggered flows. Previously, users without the View All Data permissions could debug triggered flows.
  • You can now delete a flow or process version from a managed package in the org that uploads the package.  
  • Sections with headers are collapsible and always open by default to make screen flow completion more efficient.watch demo here

Search Manager-

  • Easily view all searchable objects and the search status of each field with Search Manager.

Security-

  • To enable MFA for all users in your org, from Setup, in the Quick Find box, enter Identity and select Identity Verification. Then select Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org.
  • To help you test enhanced domains, they’re enabled by default in new and refreshed sandboxes. If enhanced domains aren’t enabled in your production org, you can disable this option.
  • To avoid potential conflicts between follow-up processes such as CNAME and DNS updates, you can’t make two domain changes that require provisioning within 15 minutes. 
  • To avoid potential conflicts between follow-up processes such as CNAME and DNS updates, you can’t make two domain changes that require provisioning within 15 minutes. 

Sales Cloud -

  • Person Accounts can be enabled without reaching out to Salesforce Support.
  • Campaign owners can share individual campaign records with other Salesforce users in Lightning Experience.
  • With custom filters, your sales team can filter by standard number, currency, and picklist fields for forecasts to pinpoint the data to study.When you create a forecast type in the setup flow, select the standard fields and condition logic to filter by. You can add up to three conditions and use the AND operator only.

Experience Cloud - 

  • Mobile Publisher - Two new preconfigured tabs—Home and User Settings—along with a hamburger menu and a back button make it easier than ever for your users to navigate your Experience Cloud mobile apps. 
  • Flows are now available in LWR sites, across all LWR templates. With flows, you can harness the unlimited flexibility of Flow Builder to show screen flows on your site.

Service Cloud -

  • You can add the Check Availability for Routing action to an Omni-Channel flow to determine the number of agents online and the number of work items waiting to be picked up for the specified routing requirements
  • Beta Bot feature - Test and iterate on your bot before making it visible to your customers with Text Preview regardless of its activation status or connection to a channel. 
  • Evaluate bot performance right out of the box with 16 new pre-built standard reports. 
  • Milestone timer now stops when a record exits the entitlement process. It’s no longer necessary to stop the milestone timer manually by selecting Is Stopped. 
  • You can enable Auto Accept for all agents at the service channel level against to presence configuration
  • Omni-Channel Flow supports routing to and from Enhanced Bots, now generally available, on Messaging for In-App and Messaging for Web channel
  • Create your own bot templates from scratch or from existing bots. You can even package and share your bot templates between orgs or on AppExchange so everyone can use your bot customized for your industry or use case. 

 Reports/Dashboards-

  • Generally Available - Save time while staying up to date by editing multiple records inline on the report run page(Date Fields, Lookups, Picklists, Text, Number and Checkbox fields supported)
  • The Analytics Home is available as a beta feature to manage Lightning reports and dashboards for a org where CRM Analytics is enabled. From Setup, in the Quick Find box, enter Reports, and then select Reports and Dashboards Settings. Select Enable the Unified Experience for Analytics Home. From the App Launcher, select Analytics.
CRM Analytics-
  • Tableau CRM is now known as CRM Analytics. 

Development -

  • Apex -You can indicate the mode of the operation by using WITH USER_MODE or WITH SYSTEM_MODE in your SOQL query. This example specifies user mode.Database operations can specify user or system mode.List<Account> acc = [SELECT Id FROM Account WITH USER_MODE];
  • Invocable.Action is a new Apex class that allows you to call invocable actions from Apex code. For the developer preview, this feature is available only in scratch orgs.
  • API - API Versions 7.0 through 20.0 of the Salesforce Platform API are now retired and unavailable. Requests to these versions now fail with an error message indicating that the requested endpoint has been deactivated. 
  • API Versions 21.0 through 30.0 of the Salesforce Platform API are now deprecated and are no longer supported by Salesforce, will be unavailable in Summer23. 
Productivity Features-
  • Activity - Due dates for overdue tasks now appear in red, making them easy to spot.
  • If your company sends email through external services such as Office 365, Gmail, or Inbox, each HVS (High Velocity Sales) rep can send up to 1,000 automated emails a day. HVS automated emails don’t count toward your org’s email or list email limits.
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