The Spring ’22 Salesforce release is out, and BrightGen’s latest of our world famous release webinars took place on February 2nd. Clive Platt and I, Keir Bowden, aka Bob Buzzard, ran through all the new features in a 45 min video. You can request an on-demand recording of the webinar here, and here are our top picks from the new release.
See Recent Changes in Forecast Categories
Your Sales Managers will love this, although the Reps may not be so keen! See week on week changes in forecast categories directly in the forecast. Headline styling in the forecast columns shows the direction of change, and you can hover over the column to see the exact details.
Lightning on Tablet
The Salesforce mobile app now provides a full-width experience on iOS and Android tablets. This includes lightning apps, navigation, list view and lightning app builder preview. Rotation between landscape and portrait view is also supported.
Orchestrator is the latest player in the automation stakes, and allows automation to be applied to a record at various points in its lifecycle. The automation can involve multiple people, and comprises one or more flows grouped into stages. Users receive email notifications about automation work that is assigned to them, and can action this through standard record pages.
Dynamic Gauge Charts
Dynamic gauge charts are dashboard gauge charts where the metric and target are dynamically generated from report summary or record fields, rather than hardcoded into the chart’s configuration. As your business changes, your dashboard gauge charts change to reflect this.
Define Order of Record Triggered Flows
Record triggered flows are a powerful automation tool, but if you had several of them defined for the same object and action, the order they execute in is undefined. With Spring 22, that has changed and you can assign each record triggered flow an order value between 1 and 2,000, to ensure your automation runs in the correct sequence.
Bonus pick: Migrate to Flow Tool (Beta)
Note – this is a beta feature so use at your own discretion.
Flow is the future of low-code automation, but what about the past? Many older orgs have lots of existing automation implemented using workflow rules, and rebuilding them in flow would be a significant investment. If you are in this situation, never fear – Salesforce have created a tool that converts a workflow rule to an equivalent flow. Remember that you still need to test the new flow to make sure it works as you need it to!
You can request the recording of the BrightGen release webinar here. And you can always subscribe to our YouTube channel to access our back catalogue.