The Salesforce Winter ’22 Release notes are officially here. The release notes were posted on August 18, and the Sandbox preview started on August 27. As we do every year, we have gone through the release notes and have highlighted our eight favorite enhancements. Click here for a deeper dive into new features specifically for Sales Cloud, Pardot, Service Cloud, Consumer Goods Cloud.

Einstein Search

At no extra cost, all features of Einstein Search will be enabled by default. Users will get a more intelligent search without giving up the search features they rely on. Einstein Search delivers three main features:

• • Based on a users activity, personalization provides relevant search results.
  • Natural language search allows users to type common phrases and words in their queries to filter their search results.
  • Actionable UI allows your users to perform tasks (Logging a case/Creating Account) from the search box.

Flow Updates

Salesforce added a ton of new flow updates to their flow builder resource. Below are some of the many new flow updates:

• • Call another flow from a record-triggered flow using a subflow element.
  • Send outbound messages with Salesforce flow.
  • Connect a Record-Triggered Flow to an External System using Asynchronous Path.
  • Roll Back pending record changes when a flow element fails at run time.
  • Supercharge scheduled paths with enhancements for minutes, batching, and limits.

New Mobile homepage

The new “Mobile Home” feature is now available to both Android and IOS users. This gives Salesforce mobile users a new home page and the ability to customize the cards that are displayed to accelerate productivity.

Dynamic Interactions

Developers can now use dynamic interactions to construct lightning components that dynamically react to a users activity or another component. In the example below, clicking on a new customer will change the display to show the exact location and data of the customer.

Lightning Page Performance

Salesforce has put a lot of attention on empowering Admins to increase the speed of their Org in the last year. Admins can use the “Analyze Button” on lightning pages to see predicted load times, number of cores, browser speed, and network latency.

Salesforce also added more components to help users improve page performance. Performance Analysis for App Builder now alerts you if a component contains:

• • External CSS
  • Unminified JavaScript
  • A use of lightning:recordEditForm
  • A use of layoutType=”FULL”
  • A use of lightning:tabFocused listeners

New forecast category

Salesforce usually has four types of forecast categories: Pipeline, Best Case, Commit, and Closed. Salesforce is now adding a 5th category named Most Likely.

Dynamic Gauge Charts

Before the update, gauge charts only allowed you to track KPIs based on static numerical goals, but now that number can dynamically respond to your business. In the example below, you can see a filtered gauge chart to only show the revenue of a Singapore subsidiary.

Send list emails your way

You can now send list emails through Gmail, Office 365, or Microsoft Exchange to ensure that emails look manually sent rather than looking like email automation. Recipients are more likely to open an email that appears to be sent directly rather than through automation. List emails are in stored in the user’s sent folder, keeping the send history intact.

If you are interested in learning more about the Salesforce Winter ’22 Release notes, please contact Corrao Group.

Sources/Photos 

Salesforce

Salesforce Winter ’22 Release Notes

 

As more companies return to work, SurfaceTrends™ has been helping businesses utilize its Slack component to communicate results of reducing bacteria, viruses, and Covid-19 in their workplace. Slack is the collaboration/messaging app that brings the right people, information, and tools together to get work done faster. The new solution lives within the Salesforce Work.com platform, leveraging real-time analytics and trends over time to help companies know how effective their cleaning and disinfecting have been. Since 2019, SurfaceTrends™ has been utilized by numerous Coastal Health USA customers in Southern California to help keep their employees and guests safe.

Coastal Health USA has been providing ongoing SurfaceHealth™ Environmental Testing for companies apart of their infection control plan. Using SurfaceTrends™, companies are alerted of hygienic surfaces that are failing cleanliness tests in real-time. Utilizing the Slack component of SurfaceTrends™, automated notifications are sent to the building’s maintenance team, janitorial group, and company executives to take immediate action. SurfaceTrends™ continues to provide companies with real-time reporting on the cleanliness of their facilities’ surfaces through the ongoing pandemic.

If you would like to learn more about SurfaceTrends™, please visit our website.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every department of your business. They’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. Since 2002, Corrao Group has helped B2B organizations of all sizes successfully optimize their business processes with Salesforce.

About Coastal Health USA

Coastal Health USA was established in 2018 with the mission of bringing Healthcare Infection Control solutions to the masses. Coastal Health USA audits the cleanliness of their customer’s facilities, implements solutions to reduce bacteria, viruses, and COVID-19, and maintains the quality of these solutions over time. With over 15 years of Infection Control experience, their team has successfully implemented washable, antimicrobial, and UVC technology in facilities worldwide.

In part three of our blog series, we discussed selecting and implementing the right CRM. Currently, there are many excellent CRM’s that can manage your business effectively and efficiently. Throughout our 19 years of industry experience, we have found Salesforce to be the clear leader among the current CRM platforms. The Salesforce platform offers limitless flexibility to allow companies to work from anywhere, and an experienced implementation partner can guide your company to optimize your system for your business needs while ensuring user adoption is achieved.

Implementing Salesforce – The Right Way

Companies typically face three big obstacles when implementing Salesforce: implementation, adoption, and platform capabilities. The sheer scope of a Salesforce implementation is tremendous. Implementation starts with mapping out your business processes, determining what needs to be built, configured, or coded, who will need access to data, accounts, record pages, identifying opportunities for automation, and much more. Rather than taking your staff away from their usual tasks to set up, learn, and configure a new system, your implementation partner can have you up and running much faster and provides the training your employees need to succeed.

Experienced Partners Save Salesforce Customers Thousands Yearly

What your business can do with Salesforce is truly limitless. Rushing through an implementation or using templates as a baseline foundation will come back to cause mid to long-term scalability and poor user adoption issues. As Salesforce pushes three major releases a year, it quickly becomes a complex CRM system with hundreds of new features. Great Salesforce Implementation partners have thousands of successful implementations completed that can be leveraged for best practices throughout your implementation and training. These best practices and knowledge can’t be found in online Salesforce training classes. Through our 12 years of experience helping companies implement their Salesforce systems, we’ve found that the best way to maximize your Salesforce investment is with an experienced Salesforce partner.

Implementing Salesforce Since 2008

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2 or contact us today!

It’s that time of year again as Salesforce is close to releasing features from their exciting Summer ’21 Release. We’ve reviewed the release notes and highlighted eight of our favorite, and most valuable, new features. It’s important to note that most of these newly released features are only available in Salesforce Lightning. Read our previous blog post on why your company should be using Salesforce Lightning.

Currently, the Summer ’21 release notes are in the pre-release program. On May 7th and 8th, Salesforce sandbox environments will be upgraded so that companies can get a feel and look at the new release.

Pipeline Inspection

Pipeline Inspection provides sales representatives with a single view of their pipeline’s key opportunities and metrics. It can display changes in the amount, stage of deals, and forecast categories. Utilizing these insights, sales reps can focus on the most important deals, and managers can find opportunities or representatives that need more help.

Download a Dashboard Image to a File

Dashboards can now be downloaded as a PNG file that can be used in presentations, documents, or anywhere else.

Dynamic Actions Bar

You can now access all your most critical actions in one convenient bar. Add, drag, and configure the Dynamic Actions Bar component on your app page with the Lightning App Builder.

Mass Actions in Split View

Save a lot more time with Mass Actions in split view. Now within Salesforce Lightning, users can act on several records at once in split view, eliminating the need to open a separate list page.

Custom Lightning Component Analysis

On your Salesforce Lightning record pages, you can now view insights into your custom lightning components. The ‘analyze’ button provides performance predictions and insights to improve your page’s performance.

Inline Editing in Salesforce Reports (Beta)

Inline Editing is will now be available in reports! When data for a report gets out of date, you can now update certain types of numeric, checkbox, and text fields without leaving the ‘Report Run’ page.

Record Access Reasons

You can now see why a user in Salesforce has access to a record. In the Lightning Experience, click “Record Sharing Hierarchy” to view who has access to the record.

Native Sales Navigator Integration for LinkedIn

Salesforce has built native integration for Sales Navigator, including a LinkedIn Sales Navigator Component that can be added to the contact, opportunity, account, and lead objects.

If you are interested in learning more about the Salesforce Summer ’21 Release notes, please contact Corrao Group at edavis@corraogroup.com

Sources/Photos

https://resources.docs.salesforce.com/232/latest/en-us/sfdc/pdf/salesforce_summer21_release_notes.pdf

Salesforce Quickstarts Aren’t for Everyone

As businesses have had to dramatically transform to “work from anywhere”, it has become even more critical to ensure key business processes and KPIs are set up properly. The Salesforce family of solutions offers limitless flexibility to allow companies to work from anywhere, and an experienced implementation partner can guide your company through best practices during your launch journey. According to Salesforce.org, Salesforce QuickStarts are “Aimed at helping budget-conscious organizations get up and running quickly on Salesforce CRM, and include dramatic improvements in a short period of time.”

Salesforce QuickStarts have been around the ecosystem since 2010. The main objective of a Salesforce QuickStart is to help organizations get up and running with Salesforce as quickly as possible. QuickStarts can be beneficial to companies that are looking to have a limited pilot program to see the capabilities of Salesforce’s features and to learn the basics of the CRM system. However, our 19 years in the Salesforce ecosystem have found that QuickStarts often hurt the long-term growth and success of organizations as they do not allow proper time to customize the applications for the organization.

Salesforce QuickStarts: Fast and (Sometimes) Cheap?

QuickStarts are generally fast, and with the speed of implementation typically comes a lower price. However, there is a misnomer that all QuickStarts are cheap and fast. Some Salesforce consulting partners offer a QuickStart package that ranges from $5,000 to $15,000+. Getting your Salesforce Org up and running isn’t harmful for the short-term period but most customers quickly come across growing pains and the QuickStart no longer helps them. In reality, it’s just not scalable for the future of your organization. Rushing through an implementation or using templates as a baseline foundation will come back to cause mid to long-term scalability and poor user adoption issues. As Salesforce has three major releases a year, it quickly becomes a sophisticated CRM system with tons of new features. QuickStarts end up failing organizations because you will end up with a simple implementation that isn’t fully customized to your business processes.

Salesforce Implementation With a Trusted Partner

The whole premise of Salesforce is a customized Customer Relationship Management (CRM) system. What your business can do with Salesforce is limitless due to all the new features and functions added in recent years. A great Salesforce implementation partner starts by taking the time to understand their customer’s current business processes and where they would like to go in the future with Salesforce. A good Salesforce partner has been in the ecosystem for over 10-12 years and has 1,000+ Salesforce implementations that you can leverage to your advantage. Time spent upfront diving into the details of customers’ business processes generally results in a maximized and fully customized Salesforce instance. Salesforce QuickStarts don’t allow for this time upfront, so most QuickStarts produce cookie-cutter projects for a system that can do so much more.

In the all-digital/work from anywhere world, Salesforce WILL completely transform your business. Why skip a big step of the implementation process just to be set up quickly? QuickStarts only utilize a fraction of what Salesforce can accomplish and by not using the rest of the system, it can cost companies thousands of dollars. The best way to maximize your Salesforce investment is with an experienced partner with thousands of implementations across all industries.

Implementing Salesforce Since 2008

Since 2008 we have been helping companies implement Salesforce, and we have found that Salesforce QuickStarts do not maximize your Salesforce investment. Completing over 2,100 projects, we’ve learned that a well-thought-out implementation strategy is necessary for a successful deployment. Salesforce, without a detailed and customized plan, can lead to wasted time and money. Since 2002, we have been helping B2B organizations of all sizes successfully optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every department of your business. We’ve worked with nearly 1,000 customers, implementing, customizing, and optimizing over 2,100 Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

If you need assistance in getting your Salesforce implementation planned or back on track, please contact Corrao Group at jcorrao@corraogroup.com.

SurfaceTrends™ has recently been approved by Salesforce and is now featured on Work.com’s website and AppExchange. We are excited to be a trusted partner of Salesforce’s Work.com platform and look forward to helping companies get back to work safely. SurfaceTrends™ brings to life the value of 3M™ Adenosine Triphosphate (ATP) testing and empowers you with real-time analytical data to drill down into the bacterial health of the surfaces around your facility. Click here to watch a 1-minute demo of SurfaceTrends™.

SurfaceTrends™ provides your company with:

• • Data into how clean and unclean areas around your facility are from ATP testing
  • Test trends overtime to pinpoint what location is failing or succeeding in the past week, 30 days, 60 days, etc.
  • Percentages highlighting the scores of the areas/surfaces that passed/failed
  • Failure notifications sent out automatically based on failing test results

 

Visit our website to learn more about SurfaceTrends™.

We hope everyone had a safe and happy holiday season. As we step into 2021, Salesforce has started to release its Spring ‘21 Release. We’ve highlighted the most popular features circulating around the Salesforce community with a short description of each new release. It’s important to note that most of these newly released features are only available in Salesforce Lightning and not Classic.

Sales

Salesforce Meetings

• • Help your sales reps prepare for meetings and engage attendees like never before with tools to enhance their interactions. The Meeting Digest feature collects information about who’s in a meeting, their relevant recent online activities, and ensures sales reps have seen the info before their meeting. Leave a memorable impression with a well-organized meeting.

High-Velocity Sales for Opportunities

• • Users can now use sales cadences on any top sales object, at any phase of the sales deal. Using best practices from Sales Cadences, users can now track and engage directly and automatically on the Account, Contact, Lead, or Opportunity. Click here to learn more about High-Velocity Sales.

Einstein Conversation Insights

• • Sales managers can now get valuable insights into their teams’ sales calls. Managers may play conversation recordings to gain insight into competitor mentions, products, keywords, pricing conversations, next steps, and more. Click here to view a short video about Sales Cloud Einstein.

Forecasting Adjustments on the Salesforce Mobile App

• • Salesforce users now can view and make adjustments to forecasting using the Salesforce Mobile app from anywhere.

 

Service

Einstein Recommendation Builder

• • Service users can now build customer recommendation models, combining any two service objectives that improve CSAT, revenue, and more. Einstein’s best next action/recommendations can be given to agents in the console or to customers using the self-service portal. Click here to learn more about Einstein Recommendation Builder.

Field Service: Appointment Assistant

• • Now let customers know when help is on the way by eliminating the 4-5 hour wait window and delivering real-time alerts on the channel of their choice. Click here to learn more about Field Service: Appointment Assistant.

Pardot

Retiring Feature – User Authentication

• • Pardot is discontinuing User Authentication on February 15th, 2021. After this date, Pardot users must use Salesforce single sign-on (SSO). SSO makes it easier for users to transition between Sales Cloud and Pardot. Enable SSO for your users in just a few steps.

Cross Business Unit Leads and Contacts

• • According to Salesforce, “Additional platform flexibility allows customers to prevent sync conflicts on the Pardot proprietary fields (score, grade, etc), ultimately allowing a single lead or contact to sync to more than 1 business unit.”

Campaign Cloning

• • Pardot users can now reuse marketing assets with campaign cloning. Easily clone forms, form handlers, landing pages, and links related to a campaign to save time and boost efficiency. Click here to learn more about Pardot Campaign Cloning.

Salesforce Anywhere Advanced (Previously Quip)

• • Use Document Creation within Salesforce Lightning to quickly create a document and link it in the record you are viewing for others to see right away.
  • Quip Slides are being retired on January 31st, 2021.

Tableau CRM

• • Einstein Analytics has now been renamed to Tableau CRM. Everything about Einstein Analytics still works the same, it just has a new fancy name.

The Salesforce Spring ’21 Release Notes brings exciting new features for Salesforce employees and customers. If you have any questions about the spring release notes, please visit our website. If you missed out on our Salesforce Winter ’20 release blog, you can read it here.

Sources / Resources

https://help.salesforce.com/articleView?id=release-notes.salesforce_release_notes.htm&type=5&release=230

https://www.salesforce.com/content/dam/web/en_us/www/documents/release-notes/spring-21-release-in-a-box.pdf?d=cta-header-2

https://trailhead.salesforce.com/en/content/learn/modules/spring-21-release-highlights

https://www.youtube.com/user/SalesforceReleases

Photos – Salesforce Release Notes/Videos