Here are some of our highlights from the Winter ‘22 Release.
Send List Email Your Way (Pilot):
Salesforce end users can now choose how to send their list emails.
Previously, List emails could only be sent via Salesforce, however users can now send list emails through Gmail, Office 365, or Microsoft Exchange.
- For Gmail and Office 365, from Setup, in the Quick Find box, enter Send through External Email Services, and then select Send through External Email Services.
- Users can then choose their preferred setting for list emails by going through their personal settings any time then update their My Email Settings.
All features of Einstein Search are now on by default at no extra cost. Users can search smarter without giving up search features that they rely on.
Einstein Search delivers three main features.
- Personalization returns relevant search results based on a user’s activity.
- Natural language search lets users type common words and phrases in their queries to filter search results.
- And the actionable UI lets your users accomplish tasks right from the search box, such as logging a case or creating a contact.
Inline Edit More Fields on Reports:
This feature was introduced in the previous release and is now generally available as a beta release.
Who loves the ability to edit date, picklist, and lookup fields from the Report Run Page? This latest feature allows you to do exactly that.
- To enable this feature, you need to go to Setup then from Reports and Dashboards Settings, enable ‘Enable Inline Editing in Reports (Lightning Experience Only) (Beta)’.
Sort Upcoming and Overdue Activities:
In the past, activity items with the closest due date were located at the bottom of the list, now this new feature allows your users to have the ability to sort between
“Show newest Upcoming & Overdue activities first” or “Show oldest Upcoming & Overdue activities first.”
- Just click on the gear icon to update these settings.
Dynamic Gauge Charts (beta):
Dashboard gauge charts are awesome to track your performance and business goals, but your business is always changing. With dynamic gauge charts, you’re no longer tied to static goals or performance levels. Build your gauge chart using report metrics and field values that respond dynamically to your business.
- You can enable this feature now by going to Setup then Reports & Dashboards Settings and select Enable Dashboard Dynamic Gauge Charts (Lightning Experience only).
Flow Update: New Roll Back Records Element:
With this update, it allows you to cancel any pending record changes when a flow runs into error. Just add a new rollback record element to the error path.
For a full list of features, see the Salesforce Winter ‘22 Release Notes
1. Use Emails from Lightning Experience in Engagement Programs
The new Pardot drag n Drop email builder was introduced to Pardot users awhile back giving us a taste and a chance to have a play, but it had limited functionality and couldn’t be used in any Pardot automation – until now!!
With Winter 22, you can now use the Lightning Experience emails in Engagement Programs.
Click the new Activate for Automation button to enable the email to be selected from an Engagement Program.
2. Drag and Drop Landing Page Editor
Building a Landing pages has been a challenge for users for some time as it requires a level of html coding. The new Editor is a no-code drag and drop builder using components (or blocks) such as buttons, images etc. This will make building pages a whole lot easier.
3. Improved Prospect Mailability Insights
Pardot has made some significant changes to the visibility of Mailability fields. All prospect records include a mailability section so marketers can see what type of emails a prospect can receive and what their bounce status is.
- All prospect records now include a Mailability section
- The Do Not Email and Opt Out fields are now decoupled, meaning they are no longer connected, so they can’t override each other