Slide deck from the BrightGen webinar on the new features in the Salesforce Winter 22 release. Presented by Keir Bowden CTO, and Clive Platt, Senior Service Management Consultant. You can access the video at : https://www.youtube.com/watch?v=JV_g_QgAfq0

1. Salesforce Release Webinar
Winter 22 Highlights

2. Your Hosts
Keir Bowden
CTO, Salesforce MVP
@bob_buzzard
Clive Platt
Head of Service Management
www.linkedin.com/in/cliveplatt/

3. • Fond Farewells
• General
• Tableau CRM
• Customisation
• Experience Cloud
• Mobile
• Pardot
• Sales Cloud
• Service Cloud
• Beta Features
Agenda

4. Fond Farewells

5. Legacy APIs versions 7.0 - 20.0 deprecated
• Available until Summer 22
Legacy Pardot Drip Campaigns - Summer 22
• Convert to Engagement Studio Programs
Pardot Classic App - October 2022
• Not in new accounts after October 2021
Legacy APIs 21-30 deprecated in Summer 22
• Available until Summer 23
Shaking hands with Elvis

6. General Updates

7. Lightning Experience
• Latest stable Edge Chromium, Chrome, Firefox, Safari
Classic
• Internet Explorer 11
• Latest stable Edge Chromium, Chrome, Firefox, Safari
Tableau CRM
• Latest stable Edge Chromium, Chrome, Firefox
sforce.co/3CUxPtn
Browsers

8. Two pieces of evidence (factors)
● Something you know (password)
● Something you have (authenticator app)
Required for all internal user access
● Feb 1 2022
● Direct login and Single Sign On
● Not sandboxes (yet)
Multi-Factor Assistant in Setup (Lightning Experience)
No additional cost
Multi-Factor Authentication

9. Now appear in Company Information
Bulk (un)assign
• Click through license name
• View Users button to Remove
• Assign button to add
Permission Set Licenses

10. In App Guidance
Restrict to particular record type
● Guidance for page layout / picklists
● Or show for all
In-app guidance for supported setup pages

11. In App Guidance - Target Specific Elements

12. Einstein Search
On by default
● Personalised search results
● Record previews from search box
● Natural language searches
Lightning Experience and mobile
No additional cost

13. Tableau CRM

14. Tableau CRM
Monitor auto-installed apps usage
• API calls per hour
• Dataset rows per day

15. Direct data for recipes GA
● Pull latest data from Salesforce object
● Bypasses data sync
Not for large scale use
● Optimised for small, infrequent pulls
● Use when data sync isn't available, or
● When object is source for one recipe
Select Direct Data when adding input node to recipe
Tableau CRM

16. Custom Filter Logic
Tableau CRM

17. Roll Up Hierarchical Data
1. Select Hierarchical Aggregation
2. Define aggregates
3. Specify Record ID
4. Specify Parent ID
5. Optionally apply Percentage
Tableau CRM

18. Tableau CRM
Fully qualified names in csv files
● ObjectName.APIName
● Instead of column label
● E.g. Account.BillingCity instead of Billing City
Customer Insights Prebuilt App
● Unified Sales and Service analytics
● Understand interactions

19. Customisation

20. Lightning App Builder
Dynamic Interactions
● "Wire up" components through events
● Source component exposes event
● Choose target component to interact with
● Define what happens to target
Assemble pages with independent components
● bobbuzz.me.uk/DIW22

21. Lightning App Builder
Org Specific Metrics
● Last 90 days of data
● Guide your performance improvements
● Specific to your current org
● Will be different between production and
sandboxes

22. Lightning App Builder
Performance analysis automatically runs
Poor to moderate performance
● Recommendations appear
● Warning icon next to Analyze button
Improved performance recommendations

23. Enhanced Personal Information Management
New permission
● Hides information from external users
● Default 20 fields, e.g. Address, Extension, Manager
● Configure fields from User Management Settings
● Replaces Hide Personal Information setting (retires Winter 23)

24. Reduce access to records
● Applied after sharing rules
● Custom objects, contracts, tasks and events
● 2 (Enterprise/Developer) or 5 (Performance/Unlimited) rules per object
● Only 1 rule can evaluate User Criteria as true for a user
Not applied to
● Code running in System mode
● Users with View/Modify All Data Permission
Restriction Rules

25. Applies to
● List views
● Lookups
● Related Lists
● Reports
● Search
● SOQL + SOSL
Records may still be visible in Recently Viewed list
● Errors if user clicks through
Restriction Rules

26. Lightning Web Component Dependencies

27. Asynchronous path for record triggered flows
Asynchronous Path for Record Triggered Flows

28. Subflows for record triggered flows
Roll back records when screen flow fails
Scheduled flow minute granularity and batch size (1-200)
Send outbound message from record triggered flow
Custom Labels in screen flows
Change field values when debugging record triggered flows
● Changes are rolled back when debug session finishes!
Debug scheduled paths from record triggered flows
Flow

29. Session based permission set groups
DeveloperName access restricted
● Give access using View DeveloperName permission
Other

30. Experience Cloud

31. URL redirects
New branding properties
● Text and edges of standard buttons
● Rounded corners and border weights of form input fields
Lightning Message Service Generally Available
Use Audience as criteria for another Audience (Aura only)
Paste images in chatter posts and comments (Aura only)
Shared domain certificates not available for new sites using CDN
Experience Cloud

32. Mobile

33. Device requirements : https://sforce.co/3EHxBan
Mobile Home GA
● Users can personalise
Defaults to phone activated lightning app
● If none available, defaults to Mobile Only
Community users cannot use Salesforce mobile
● Orgs provisioned after Winter 22
Mobile

34. Pardot

35. Requires
● Pardot Lightning App
● Enable Pardot content experience
● Salesforce CMS Integration
Landing Page Builder

36. Use Lightning Web Components in Email Content Builder
Improved prospect mailability insights GA
Admin can reset bounce counts on prospect records
Customise unsubscribe / resubscribe content
Save Lightning Experience emails for use in Pardot
Pardot

37. Sales Cloud

38. Pipeline Views/Filters

39. 1. Click Icon to flag as important
2. Important Deals list view
3. Filter any list view
Flag Important Deals

40. Hover on Close Date
Einstein Deal Insights

41. Hover to see details
Tiered Opportunity Scoring

42. Hover to see details
Next Steps Not Updated Indicator

43. Push Count field
● Incremented when Close Date pushed out a month
Most Likely forecast category
● Optionally add to existing categories
● Appears between Commit and Best Case
Bookmark forecast pages in browser
Other

44. Service Cloud

45. Sample Surveys from Service Setup Assistant
● Customer Satisfaction and Net Promoter Score
● Includes Email Templates to send surveys
● If Service already setup, click Update My Service App banner to enable
Omni-channel flow GA
● Route customers to agents via flow
● Pre-built templates to kickstart
Smarter Einstein Reply recommendations
Service Cloud

46. Beta Features

47. Are preview
Are not part of "Services" under MSA
Are not supported
May never go live
May be withdrawn at any time
Beta Features

48. Dashboard Dynamic Gauge Charts

49. Dashboard Dynamic Gauge Charts

50. Additional field support
● Date
● Picklist
● Lookups
E.g. Update opportunity status directly in report
Lock means field can't be edited
Report Inline Editing

51. Combine flows into steps
● Serial or parallel
● Assign steps to individuals
● Define notifications
● Define where the step can appear (e.g. record page)
Combine steps into stages
● Stages execute sequentially
● May have large time gaps
● Separate with decision logic if needed
Flow Orchestrator

52. Desktop record layouts
Lightning Apps
Lightning Navigation
Opt-in through Setup
Full Width Tablet Experience for Mobile App

53. Fin

54. https://sforce.co/3EJbVuB
• Release Notes
• Videos
• Recorded Webinars
• Trailhead Release Badge
Release Readiness

55. Questions?

56. Thank you