Salesforce Release
Webinar
Summer 22 Highlights
Keir Bowden, CTO
@bob_buzzard
www.linkedin.com/in/keirbowden
● Summer 22 Release
○ Fond Farewells
○ General
○ Analytics
○ Customization
○ Development
○ Experiences
○ Sales
○ Service
○ Beta
● Questions
Agenda
Fond Farewells
Crossing the River Styx
Legacy API versions 7.0 - 20.0
● Will error
Legacy API versions 21.0 - 30.0 deprecated
● No longer supported
● Will error in Summer 23 release
Salesforce for Outlook
● June 2024
General
Lightning Experience
• Latest stable Edge Chromium, Chrome, Firefox, Safari
Classic
• Internet Explorer 11
• Latest stable Edge Chromium, Chrome, Firefox, Safari
CRM Analytics
• Latest stable Edge Chromium, Chrome, Firefox - not Safari
sforce.co/3OFE0bh
Browsers
Einstein Search
View searchable objects and
fields
Setup ->
Einstein ->
Einstein Search ->
Search Manager
Einstein
Natural language search now covers knowledge articles
Einstein Data Exploration Consent
• Allow Salesforce data scientists to explore and improve your data
Search Layouts renamed in Salesforce Classic
• Now List View Button Layout
Analytics
Enhanced Report Type Selector GA
Edit Multiple Fields on the Report Run Page GA
Inline Edit fields
• Pencil icon = editable
• Lock icon = not editable
Multiple columns
Multiple fields
Save in one operation
Can opt out
Median Function in Summaries
Limit Results in Tabular Reports
Customization
Restriction Rules
External Objects supported
No longer stop users from creating/editing a record
• Once created/changed, they may be blocked!
View/Modify All now disregards restriction rules
• Parity with View/Modify All Data
Criteria now supports picklists
• Not multi-select
View custom picklist fields with > 4000 inactive values
• Email sent on request
• Settings -> Data -> Picklist Settings
Duplicate Picklist Entries are named
Picklists
Dynamic Related Lists
Customize and filter related lists in lightning app builder
• No more switching back to page layout editor
• Max two related lists for same relationship
• Different filters
• New Dynamic Related List - Single component
Dynamic Related Lists
Other
Set expiration dates for Permission Sets and Groups
• Enhanced user interface
• Release update - must be enabled
Development
AKA DOM!
Attach directly to host element
Not encapsulated in shadow DOM
• Accessible to other elements
• Accepts global styling
Light DOM LWC can contain Shadow DOM LWC, and vice-versa
Not available for base (lightning- namespace) components
Lightning Web Component Light DOM
Enable light dom via renderMode static field
export default class LightDomApp extends LightningElement {
static renderMode = 'light'; // the default is 'shadow'
}
Use lwc:render-mode template directive in <template> tag:
<template lwc:render-mode='light'>
...
</template>
Lightning Web Component Light DOM
New prompt, confirm and alert components - LWC and Aura
• LightningPrompt
• LightningConfirm
• LightningAlert
Avoid problems with the end of cross origin (iframe) support
Create via JavaScript - requires async function
await LightningAlert.open({
message: 'this is the alert message',
theme: 'error',
'Error!', // this is the header text
});
Lightning Components
Performance Assistant
Learn
• Learn the basics of scalability and performance testing
Prepare
• Create your performance testing strategy and test plan
• Schedule your test
Analyze and Optimize
• Interpret test results
• Identify performance hotspots
• Optimize your solution
Performance Assistant
"Fairer" Apex test resource distribution
Group multiple platform events into a single channel
• CometD/Streaming API clients only
Other
Experiences
Create multilingual Lightning Web Runtime sites
• Up to 20 languages per site
• Standard component text entry fields are translatable
• Mark String properties translatable for custom components
Language determined from browser settings
• Previously showed site in default language
Lightning Web Runtime
Users can deactivate their account from Aura sites
• Customizable User Settings component
• Enable User Self Deactivate in Setup -> User Management settings
Add links to Content/Layout Components - LWR Sites
• Button, Contact Form, Lead Form
• Any layout component that can be a link
• Choose type (link, email, phone) and source (page, external link, data binding)
Flows available in LWR sites
• Cannot contain Aura components
Components
Toggle Locker Service
• isLockerServiceEnabled in mainAppPage.json config file
• Aura and LWR sites
Optional URL Query Parameters for Aura sites
• Previously if recordId missing, {!recordId} became a string literal!
• Now evaluates to an empty string
Developer
Guest User Removed from Permission Sets/Groups associated with Permission Set Licenses where
• View or Modify All permission is granted
• Edit or Delete standard objects
Permission Set License is not removed
Aura/LWR/Visualforce sites
Release update
• Automatically applied in Winter 23
• Test in Sandbox asap if affected
Guest User
Run Flows permission removed in Spring 23
• Grant access via profile or permission sets
Aura/LWR/Visualforce sites
Migrate to new permission structure
• Setup -> Process Automation -> Flows
Guest User
Sales
Customise Cumulative Rollup Names
Include/Exclude more Opportunity Fields from Forecast
• Filter on standard number, currency and picklist fields
Collaborative Forecasting
View Corporate and Forecast Currency Units
Corporate Currency in brackets
Collaborative Forecasting
Includes recommended actions
Einstein Deal Insights
Use existing org-wide email address as default No-Reply address
Verify email address to send email through Salesforce
• Verification not always required
• Mature orgs may have unverified addresses
• Will receive email to verify address
• Cannot send until this is complete - starting Winter 23
Email
Overdue task Due Dates appear in red
Activities
Manage automatic associations from the activity timeline
Activities
Now includes the following (formerly add-on) features:
• High Velocity Sales
• Inbox (Gmail/Outlook)
• Sales Cloud Einstein
• Einstein Conversation Insights
• Einstein Activity Capture
Performance/Unlimited Edition
Enable Person Accounts without Contacting Salesforce Support
• At least one Account record type
• Profiles with Read on Accounts also have Read on Contacts
• Org-wide default for Contact is Controlled by Parent, or Account and Contact are Private
Manually share Campaign record with another user
Other
Service
Check Availability for Routing Action
• Route based on number of agents and item backlog
Play custom sounds when work is assigned
Auto Accept at the service channel level
Train reply recommendations in 16 more languages
Flow Create Article Recommendations Action
Routing / Einstein
Milestone timer stops when case exits entitlement process
• No requirement to click Is Stopped
Messaging learning map - sforce.co/3wJnnmN
Other
Improved Conversation Canvas
• Drag and drop from component library
• Drag to re-order dialogs
Improved standard reports
• 16 new
• Updated existing
• In new folder - Einstein Bot Reports Summer ’22
Bots
Beta
Filter Report Types for Selected Objects
Custom Address Fields
Requires State and Country/Territory Picklists Enabled
Setup -> User Interface
New custom field type
Custom Address Fields
Clean Up Inactive Picklist Values
Setup -> Picklist Settings
Any picklist custom field
Background
task
SOQL Queries:
SELECT Name, Public_Field__c from Account WITH USER_MODE
SELECT Name, Hidden_Field__c from Account WITH SYSTEM_MODE
DML Operation:
Account acc=new Account(Name='Test Account');
insert as user acc;
Contact ctct=new Contact(AccoundId=acc.id,
FirstName='Test', LastName='Contact');
insert as system ctct;
User Mode Database Operations
Here endeth the lesson
Release Readiness
sforce.co/3sPPMXj
• Release in a Box
• Release Notes
• Demo videos
Trailhead badge - sforce.co/3wAVHk4
Questions?

Salesforce Summer 22 Release Webinar

  • 1.
    Salesforce Release Webinar Summer 22Highlights Keir Bowden, CTO @bob_buzzard www.linkedin.com/in/keirbowden
  • 2.
    ● Summer 22Release ○ Fond Farewells ○ General ○ Analytics ○ Customization ○ Development ○ Experiences ○ Sales ○ Service ○ Beta ● Questions Agenda
  • 3.
  • 4.
    Crossing the RiverStyx Legacy API versions 7.0 - 20.0 ● Will error Legacy API versions 21.0 - 30.0 deprecated ● No longer supported ● Will error in Summer 23 release Salesforce for Outlook ● June 2024
  • 5.
  • 6.
    Lightning Experience • Lateststable Edge Chromium, Chrome, Firefox, Safari Classic • Internet Explorer 11 • Latest stable Edge Chromium, Chrome, Firefox, Safari CRM Analytics • Latest stable Edge Chromium, Chrome, Firefox - not Safari sforce.co/3OFE0bh Browsers
  • 7.
    Einstein Search View searchableobjects and fields Setup -> Einstein -> Einstein Search -> Search Manager
  • 8.
    Einstein Natural language searchnow covers knowledge articles Einstein Data Exploration Consent • Allow Salesforce data scientists to explore and improve your data Search Layouts renamed in Salesforce Classic • Now List View Button Layout
  • 9.
  • 10.
  • 11.
    Edit Multiple Fieldson the Report Run Page GA Inline Edit fields • Pencil icon = editable • Lock icon = not editable Multiple columns Multiple fields Save in one operation Can opt out
  • 12.
  • 13.
    Limit Results inTabular Reports
  • 14.
  • 15.
    Restriction Rules External Objectssupported No longer stop users from creating/editing a record • Once created/changed, they may be blocked! View/Modify All now disregards restriction rules • Parity with View/Modify All Data Criteria now supports picklists • Not multi-select
  • 16.
    View custom picklistfields with > 4000 inactive values • Email sent on request • Settings -> Data -> Picklist Settings Duplicate Picklist Entries are named Picklists
  • 17.
    Dynamic Related Lists Customizeand filter related lists in lightning app builder • No more switching back to page layout editor • Max two related lists for same relationship • Different filters • New Dynamic Related List - Single component
  • 18.
  • 19.
    Other Set expiration datesfor Permission Sets and Groups • Enhanced user interface • Release update - must be enabled
  • 20.
  • 21.
    AKA DOM! Attach directlyto host element Not encapsulated in shadow DOM • Accessible to other elements • Accepts global styling Light DOM LWC can contain Shadow DOM LWC, and vice-versa Not available for base (lightning- namespace) components Lightning Web Component Light DOM
  • 22.
    Enable light domvia renderMode static field export default class LightDomApp extends LightningElement { static renderMode = 'light'; // the default is 'shadow' } Use lwc:render-mode template directive in <template> tag: <template lwc:render-mode='light'> ... </template> Lightning Web Component Light DOM
  • 23.
    New prompt, confirmand alert components - LWC and Aura • LightningPrompt • LightningConfirm • LightningAlert Avoid problems with the end of cross origin (iframe) support Create via JavaScript - requires async function await LightningAlert.open({ message: 'this is the alert message', theme: 'error', 'Error!', // this is the header text }); Lightning Components
  • 24.
  • 25.
    Learn • Learn thebasics of scalability and performance testing Prepare • Create your performance testing strategy and test plan • Schedule your test Analyze and Optimize • Interpret test results • Identify performance hotspots • Optimize your solution Performance Assistant
  • 26.
    "Fairer" Apex testresource distribution Group multiple platform events into a single channel • CometD/Streaming API clients only Other
  • 27.
  • 28.
    Create multilingual LightningWeb Runtime sites • Up to 20 languages per site • Standard component text entry fields are translatable • Mark String properties translatable for custom components Language determined from browser settings • Previously showed site in default language Lightning Web Runtime
  • 29.
    Users can deactivatetheir account from Aura sites • Customizable User Settings component • Enable User Self Deactivate in Setup -> User Management settings Add links to Content/Layout Components - LWR Sites • Button, Contact Form, Lead Form • Any layout component that can be a link • Choose type (link, email, phone) and source (page, external link, data binding) Flows available in LWR sites • Cannot contain Aura components Components
  • 30.
    Toggle Locker Service •isLockerServiceEnabled in mainAppPage.json config file • Aura and LWR sites Optional URL Query Parameters for Aura sites • Previously if recordId missing, {!recordId} became a string literal! • Now evaluates to an empty string Developer
  • 31.
    Guest User Removedfrom Permission Sets/Groups associated with Permission Set Licenses where • View or Modify All permission is granted • Edit or Delete standard objects Permission Set License is not removed Aura/LWR/Visualforce sites Release update • Automatically applied in Winter 23 • Test in Sandbox asap if affected Guest User
  • 32.
    Run Flows permissionremoved in Spring 23 • Grant access via profile or permission sets Aura/LWR/Visualforce sites Migrate to new permission structure • Setup -> Process Automation -> Flows Guest User
  • 33.
  • 34.
    Customise Cumulative RollupNames Include/Exclude more Opportunity Fields from Forecast • Filter on standard number, currency and picklist fields Collaborative Forecasting
  • 35.
    View Corporate andForecast Currency Units Corporate Currency in brackets Collaborative Forecasting
  • 36.
  • 37.
    Use existing org-wideemail address as default No-Reply address Verify email address to send email through Salesforce • Verification not always required • Mature orgs may have unverified addresses • Will receive email to verify address • Cannot send until this is complete - starting Winter 23 Email
  • 38.
    Overdue task DueDates appear in red Activities
  • 39.
    Manage automatic associationsfrom the activity timeline Activities
  • 40.
    Now includes thefollowing (formerly add-on) features: • High Velocity Sales • Inbox (Gmail/Outlook) • Sales Cloud Einstein • Einstein Conversation Insights • Einstein Activity Capture Performance/Unlimited Edition
  • 41.
    Enable Person Accountswithout Contacting Salesforce Support • At least one Account record type • Profiles with Read on Accounts also have Read on Contacts • Org-wide default for Contact is Controlled by Parent, or Account and Contact are Private Manually share Campaign record with another user Other
  • 42.
  • 43.
    Check Availability forRouting Action • Route based on number of agents and item backlog Play custom sounds when work is assigned Auto Accept at the service channel level Train reply recommendations in 16 more languages Flow Create Article Recommendations Action Routing / Einstein
  • 44.
    Milestone timer stopswhen case exits entitlement process • No requirement to click Is Stopped Messaging learning map - sforce.co/3wJnnmN Other
  • 45.
    Improved Conversation Canvas •Drag and drop from component library • Drag to re-order dialogs Improved standard reports • 16 new • Updated existing • In new folder - Einstein Bot Reports Summer ’22 Bots
  • 46.
  • 47.
    Filter Report Typesfor Selected Objects
  • 48.
    Custom Address Fields RequiresState and Country/Territory Picklists Enabled Setup -> User Interface New custom field type
  • 49.
  • 50.
    Clean Up InactivePicklist Values Setup -> Picklist Settings Any picklist custom field Background task
  • 51.
    SOQL Queries: SELECT Name,Public_Field__c from Account WITH USER_MODE SELECT Name, Hidden_Field__c from Account WITH SYSTEM_MODE DML Operation: Account acc=new Account(Name='Test Account'); insert as user acc; Contact ctct=new Contact(AccoundId=acc.id, FirstName='Test', LastName='Contact'); insert as system ctct; User Mode Database Operations
  • 52.
  • 53.
    Release Readiness sforce.co/3sPPMXj • Releasein a Box • Release Notes • Demo videos Trailhead badge - sforce.co/3wAVHk4
  • 54.