As a salesforce certified administrator, it’s your responsibility to stay up to date on these key changes and continuously aim to review and enhance your Salesforce org.
2. Top five tips and features
every Salesforce Admin needs in 2022
Use Flow
For
Automation
Restriction
Rules
New
Report and
Dashboard
Features
Einstein
Search
Customize
Lightning Pages
With Analyze
Button
3. Use Flow For Automation
The retirement of Workflow Rules and Process Builder was announced at Dreamforce 21.
Now, Salesforce has been encouraging us to migrate from Workflow Rules and Process
Builder to Flow.
With Flow, you can:
Build complex business
automation using clicks.
Handle complex
business requirements.
Mass updates across
multiple unrelated records.
4. Customize Lightning Pages
With Analyze Button
For both for both standard and custom objects, the ‘Analyze’ button is available within the
Lightning App Builder.
The ‘Analyze’ button provides:
A predicted page load
time for desktop
A page performance
index for mobile
Best practices and suggestions
for improving page load time.
Ability to view org-
specific metrics
5. Restriction Rules
Restriction Rules allow admin to restrict the visibility of selected records from selected
group of users. It enhance the security of our Salesforce org by allowing certain users to
access only specific records.
Objects Supported for Restriction Rules are:
Contracts
Events
Tasks
Time
Sheets
Timesheet
Entries
Custom
Objects
6. Boost Productivity with Einstein Search
Einstein Search is
free – available to
Unlimited, Enterprise,
and Performance
edition customers,
with Lightning
enabled.
Einstein Search
enables your users to
get personalized and
actionable search
results. Users can
update the records
returned by search
results more quickly.
Einstein Search is a
powerful lightning
search option that
lets you find
information and
execute the process
simultaneously.
7. New Report And Dashboard Features
Inline editing for reports - Inline
editing helps users easily edit data
within a report, without needing to
navigate to the record.
Dynamic gauge charts in
dashboards: A gauge chart
shows how close you are to
reaching a goal or target. The
chart target is the maximum
value in the chart.