The document summarizes new features in Salesforce's Summer '22 release. Key highlights include:
- Enhancements to Salesforce Forecasting including the ability to relabel forecast categories and filter forecasts by standard opportunity fields.
- New Subscription Management capabilities for managing recurring revenue streams across channels.
- Enhancements to Revenue Intelligence dashboards so they are available for more customers.
- New features for Sales Enablement like rich text in prompts and the ability to target prompts to lower level components.
- Improvements to Salesforce Flows such as the ability to create tests for record-triggered flows and send screen flows to Slack.
- Enhancements to Lightning App
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This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and
non-GAAP financial and other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth,
operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, stock-
based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth, environmental, social and governance
goals, expected capital allocation, including mergers and acquisitions (such as the proposed acquisition of Slack Technologies, Inc.), capital
expenditures and other investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. The
achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks
or uncertainties materialize or if any of the assumptions prove incorrect, the Company’s results could differ materially from the results expressed or
implied by the forward-looking statements it makes. The risks and uncertainties referred to above include those factors discussed in Salesforce’s
reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with our ability to
consummate the proposed Slack Technologies, Inc. transaction on a timely basis or at all; our ability to successfully integrate Slack Technologies,
Inc.’s operations; our ability to realize the anticipated benefits of the proposed transaction; the impact of Slack Technologies, Inc.’s business model
on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational relationships;
the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn
and market volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources
and costs required to avoid unanticipated downtime and prevent, detect and remediate performance degradation and security breaches; our ability
to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software
and platform providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on
the Internet, those related to accessing the Internet, and those addressing data privacy; current and potential litigation involving us or our industry,
including litigation involving acquired entities such as Tableau; regulatory developments and regulatory investigations involving us or affecting our
industry; our ability to successfully introduce new services and product features, including any efforts to expand our services beyond the CRM
market; the success of our strategy of acquiring or making investments in complementary businesses and strategic partnerships; our ability to
compete in the market in which we participate; the success of our business strategy and our plan to build our business; our ability to execute our
business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation in
enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts;
the success of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our
customer base and operations; our dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office
facilities strategy and related costs and uncertainties; fluctuations in, and our ability to predict, our operating results and cash flows; the variability
in our results arising from the accounting for term license revenue products; the performance and fair value of our investments in complementary
businesses through our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our brands; the
valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in connection with
potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general
economic conditions; and risks related to our debt and lease
obligations.
Forward-Looking Statements
8. Relabel Forecast Categories
Easily rename forecast categories to match your business
Every Forecasting process is unique, and Sales leaders now have the flexibility to adapt Salesforce
Forecasting for their business needs. Use expanded custom filters in forecast category setup to support
all currency and numeric fields. For example, create forecast categories by revenue bands such as $0-
$100K, $100K-$1M, and > $1M. And re-label categories based on how you run your business; for
example, re-label Best Case to Upside.
Admin/
Developer
Users
9. Filter on standard opportunity fields
Get to the right forecast data
Filter by standard number, currency, and picklist fields for opportunity forecasts. For example, show me high value partner
opportunities.
Admin/
Developer
Users
10. View important forecast details on-the-go
More Forecast types on Mobile
Mobile will now show more
Forecasting types based on the
user role hierarchy.
Previously, you could only view
opportunity revenue forecast type
on mobile. This allows for more
forecasts to be viewed on mobile.
Can be
activated/
implemented
on request
11. Subscription Management
Empower your B2B customers to manage and monetize their
subscription businesses across any self-service channels.
Available with the purchase of Sales Cloud: Professional,
Enterprise, Unlimited, Performance
Service Cloud: Professional, Enterprise, Unlimited,
Performance
Empower your B2B customers to manage and
monetize their subscription businesses across any
self-service channel, and provide simple quoting
capabilities for direct sales. The API-first design
and intuitive setup experience enables admin users
to integrate Subscription Management into any app
and deliver a frictionless buying experience for
their customers.
Watch Demo Learn More
Business
User
13. Revenue Intelligence Enhancements
Available with the purchase of Revenue
Intelligence
Quickly understand the health of your business with revenue insights
dashboards and performance dashboards regardless of what type of
forecasting you use.
Revenue Insights dashboards are now available for
Sales Cloud customers who do not use collaborative
forecasting. Overview dashboards can show rollups
based on forecast category or opportunity records.
You can also access other dashboards, including
Team Performance and Sales Performance. These
enhancements are now available for financial
services cloud, communications cloud,
manufacturing cloud, and consumer goods cloud.
Learn More
Business User
14. Meeting Follow Ups
Notify reps on post-call actions like sending an email, scheduling a
meeting, or other relevant next steps based on the call insights.
Available with the purchase of Einstein Conversation
Insights, High Velocity Sales
Improve opportunity health by never missing a
meeting follow-up. Notify reps of post-call actions
like sending an email, scheduling a meeting, or
other relevant next steps based on call insights
such as questions that were asked in the meeting
that need attention.
Learn More
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18. Rich Text in Floating or Targeted Prompts
Floating and Targeted Prompts now
include a Rich Text Editor so you
can add Bold, Italic, Underline, and
Remove Formatting.
Highlight key words to drive
engagement on the prompt.
Help your end users see what’s
important with bold or underline to
emphasize due dates.
Create more engaging content
Admin/
Developer
Users
19. Targeting Prompts on lower level components (Beta)
New components that are targetable to help onboard your users to new features.
Targeted Prompts now support pointing to the Global Header Icons and the Actions Buttons in the Actions Ribbon on List View
pages and Record pages. You can now target elements such as Einstein Search, Help, and Trailhead in the global header. The
Utility bar is also targetable.
Admin/
Developer
Users
21. Salesforce Flows
25 Features Introduced in Spring ’22 Release
Watch Demo
1. Create Tests for Record-Triggered Flows (Beta)
2. Use Formulas as Flow Entry Conditions
3. Send Screen Flows to Slack with an Invocable Action (Beta)
4. Add Section Headers to Flow Screens
5. Name and Address Record Fields Flow Screens (Beta)
6. Get better experience with custom label
7. Manage Run Order from Flow Trigger Explorer
8. Create Relevant Flows from Flow Trigger Explorer
9. Access Flow Trigger Explorer from Object Manager
10. Migrate to Flow Tool Now in GA
22.
23.
24. Other Flows Enhancement in Spring 22
Flow and Process Run-Time Improvements in API Version 54.0 more details
Other Changes to Flow Screen Components more details
URL-Launched Screen Flows Use a White Background more details
Accurately Measure the CPU Time Consumption of Flows and Processes (Release Update) more details
Analyze Screen Flow Usage (Release Update) More details
Disable Rules for Enforcing Explicit Access to Apex Classes (Release Update) More details
Make Paused Flow Interviews Resume in the Same Context with the Same User Access (Release Update) More details
Run Flows in User Context via REST API (Release Update) More details
Evaluate Criteria Based on Original Record Values in Process Builder (Release Update) More details
26. Lightning App Builder Enhancements
Help teams take action fast with Dynamic Related Lists in
Lightning App Builder.
We've added filterable related lists to Lightning
App Builder, which now has the full functionality
of Page Layout Editor and more, plus the ability
to filter related lists to show only the most
relevant information to your users.
Available with the purchase of Enterprise Edition, Unlimited
Edition, Performance Edition
Business
User
End
User
Admin
Watch
Demo
Learn
More
28. Strengthen Formulas with New Functions
Make your formulas more robust by using the new Date and Time, Math, and Text functions.
Admin
// Unix Timestamp
(DATETIMEVALUE(date__c)-DATETIMEVALUE("1970-01-01 00:00:00" ))
* 86400
UNIXTIMESTAMP(date__c)
ex : UNIXTIMESTAMP(TODAY()) ⇒
1.6539552E9 secondes
INITCAP(Name)
ex : INITCAP('je suis un dev ?') ⇒
Je Suis Un Dev ?
// First Letter of each word in Capital letters
IF(
FIND(" ", Name,1)=0,
UPPER(LEFT(Name,1))&MID(Name,2,100),
IF(
FIND(" ",MID(Name,FIND(" ",Name,1)+1,LEN(Name)-FIND(" ",Name,1)))=0,
UPPER(LEFT(Name,1))&
MID(Name,2,FIND(" ",Name,1)-1)&" "&
UPPER(MID(Name,FIND(" ",Name,1)+1,1))&
MID(Name,FIND(" ",Name,1)+2,100),
UPPER(LEFT(Name,1))&
MID(Name,2,FIND(" ",Name,1)-1)&" "&
UPPER(MID(Name,FIND(" ",Name,1)+1,1))&
MID(Name,FIND(" ",Name,1)+2,FIND(" ",MID(Name,FIND(" ",Name,1)+1,LEN(Name)-FIND(" ",Name,1)))-1)&
UPPER(MID(Name,FIND(" ",MID(Name,FIND(" ",Name,1)+1,LEN(Name)-FIND(" ",Name,1)))+FIND("
",Name,1)+1,1))&
MID(Name,FIND(" ",MID(Name,FIND(" ",Name,1)+1,LEN(Name)-FIND(" ",Name,1)))+FIND(" ",Name,1)+2,100)))
// Week of the year
IF(
CEILING((date-DATE(YEAR(date__c),1,1)+1)/7)>52,
52,
CEILING((date-DATE(YEAR(date__c),1,1)+1)/7)
)
ISOWEEK(date__c)
ex : ISOWEEK(TODAY()) ⇒ 22
29. Custom Address Fields (Beta)
Improve address data accuracy and the end-user experience with Custom Address Fields (beta)
30. Managing Picklist Values
Delete, activate, deactivate, or replace multiple
custom picklist field values at once. Previously, you
modified them one at a time.
Catch Duplicate Values
Improved error messaging when inserting new picklist
values. Duplicate values are now called out explicitly.
Bulk Manage Picklist Values (Beta)
Increased Productivity: perform mass operations on both active and inactive picklist values
32. Rename LWC Component command :
Rename all your lwc components parts at once(js,html,meta
etc…)
VsCode improvements
Enhanced support for Anonymous Apex :
Auto Completion of code , launch from the top of the code
Apex Replay Debugger — the easy way (at last !!!) :
execute replay debugger directly from Anonymous apex or
test class but you need to have at least created the log folder (or it will
break !!!)
Manifest Builder :
Generate your package.xml according to the metadata in
vscode
33. Enable Third-Party Integrations with
Light DOM (Generally Available)
Full Slides de TDX22 & Paris Dev Group: https://pm.dartus.fr/content/slides/2022-Whats_New_with_Lightning_Web_Components.pdf
34. Enable Third-Party Integrations with
Light DOM (Generally Available)
Full Slides de TDX22 & Paris Dev Group: https://pm.dartus.fr/content/slides/2022-Whats_New_with_Lightning_Web_Components.pdf
35. Secure Apex Code with User Mode
Database Operations (Beta)
Full Slides de TDX22: https://speakerdeck.com/ca_peterson/tdx22-user-mode-db-ops
36. Query with GraphQL API (Beta)
https://developer.salesforce.com/blogs/2022/03/introducing-the-salesforce-graphql-api
https://developer.salesforce.com/blogs/2022/05/exploring-the-salesforce-graphql-api-part-two
38. Now Generally Available with an enhanced user experience
Assignment Expiration
for Permission Sets & Groups
Enable the feature in User Management
Settings. Once enabled, click on the manage
assignments button to see the updated UI and
ability to assign with or without expiration.
39. Run Flows will be removed from the Guest User
profile in all orgs in Spring ’23.
To avoid future access issues, we recommend
updating your sites to the new permission
structure before Spring ’23.
This update was first available in Summer '22.
Run Flows for Guest Users Is Being Deprecated
Control which end-users can see which external records
40. Login Enhancements for Slack &
Microsoft
Sign into Salesforce with your Slack and Microsoft credentials.
Available with the purchase of Enterprise Edition, Unlimited
Edition, Performance Edition, Developer Edition
Business
User
End User
Customer
We are making the sign-in experience easier. Use
either your Slack or Microsoft credentials to log
into Salesforce orgs, Experience Cloud sites, and
third-party apps connected to Salesforce. This
applies to internal users and customer identity.
Learn More
41. External Services Enhancements
Invoke External Services registered actions directly from Apex in a
type-safe way.
Actions created through External Services have
been exposed exclusively for invocation through
Flow or Einstein Bots. Now developers can access
these External Services registered actions directly
from Apex in a
type-safe way.
Available with the purchase of Lightning Experience in
Enterprise, Performance, Unlimited, and Developer
Editions
Learn More
Business
User
Developer
