Top Ten Gems of Salesforce Lightning Experience Winter’22 Release!

Top Ten Gems of Salesforce Lightning Experience Winter’22 Release!

Last Updated on August 29, 2021 by Rakesh Gupta

With each new release, Salesforce is adding tons of new functionalities to Lightning Experience. Which make you more productive and help you to provide a better customer experience. 

Currently, the Winter’22 release is available under the pre-release program. On the and 27th of AugustSandboxes will be upgraded, as a result, your organization will get the look and feel of the Winter’22 releaseIn case you have not read the entire 546 pages of Salesforce Winter’22 release notes, check out the Winter’22 release quick summary and Pardot Winter’22 Release: Top 10 Features written by me.

I combed through the release notes and highlighted the most exciting, interesting, and useful Lightning Experience features. Since Lightning Experience is getting faster and better with every release, it was a challenge to stop at just ten! To kick things off, here is my take on the coolest Lightning features from the Winter’22 release. 

  1. Bring Dynamic Interactions to Your Dynamic Actions Bar (Pilot):- Now you can update multiple components on your app page with one click of a button in your Dynamic Actions Bar. An admin can use the Dynamic Actions Bar component to create Dynamic Interactions, which trigger other components to update and transform based on user interactions.
    1. Add an interaction to your Dynamic Actions Bar just like you would add an action. When you select the Dynamic Actions Bar component on your app page, click Add Interaction in the properties pane. After you name the button, you can choose your interaction type and configure it in the pane.
    2. For example, say you want to configure your new button, Show Cases, to update the List View component to show cases instead of accounts.
    3. You want the button to update a component, so in the Interaction picker (1), under Components, select Update Properties. Then, specify the Component this interaction updates, List View (2). Choose the Object (3) and Filter (4) for your List View as Case and All Open Cases.
    4. Now, when your users click Show Cases in the Dynamic Actions Bar, the List View changes to show open cases.
  2. Save Time by Creating Custom Pipeline Views and Filters:- Sales managers and reps can save their most frequently used pipeline views to avoid recreating them each time they visit Pipeline Inspection. For example, create custom filters for new business, teams, time periods, product types, and more.
    1. To create pipeline view
      1. Use the List View Controls menu under the gear icon
      2. To create, clone, or delete pipeline views. Add filters to view the opportunities that meet your filter criteria. Using the filter panel
      3. You can add time period and user filters. And you can add even more criteria such as accounts, amounts, and record types.
  3.  Track Forecast Categories Your Way: – Now you can add a Most Likely forecast category to the standard four categories. This change gives you more flexibility to reflect your business practices in Collaborative Forecasts.
    1. In the object management settings for opportunities, create a Forecast Category picklist value by selecting Most Likely in the Status Category field.
    2. After the Most Likely category is added, it’s available as a picklist value in the Forecast Category field on opportunities.
    3. On the forecasts page in Lightning Experience, Most Likely appears between the Commit and Best Case categories.
  4. Take Control of Which Objects Users See in Search (Beta): – You can fine-tune the search scope so that the right objects are searched across your Salesforce org. The search scope is the set of objects that Einstein Search looks at to deliver search results. Choose which objects Einstein Search always includes in instant and top search results for any new or existing user profiles. The objects that you select are included with the objects that Einstein Search determines based on the activity of each individual user. Together these objects are searched from the moment a user clicks in the global search box.
    1. From Setup in Lightning Experience, in the Quick Find box, enter Search Results Objects, and then select Search Results Objects. From this page, assign objects to different user profiles, or use the default search profile.
  5. Sort Upcoming & Overdue Activities Intuitively: – Choose to show your upcoming tasks and appointments in the order that makes sense to you. Now you can show the list with the next item on your calendar at the top of the list followed by your other activities. Previously, the item with the closest due date was at the bottom of the list.
  6. Build More Interactive Lightning Pages with Dynamic Interactions: – Now you can create applications with components that communicate and transform based on user interactions, all in the Lightning App Builder UI. With Dynamic Interactions, an event occurring in one component on a Lightning page, such as the user clicking an item in a list view, can update other components on the page. To get the most out of Dynamic Interactions, admins and developers work together.
    1. Developers write custom Lightning web components that power the dynamic interactions. The developer defines the events that are supported by a component and then exposes them in the Lightning App Builder. Then for each event, admins can create interactions between the source and target components using a new Dynamic Interactions UI in the Lightning App Builder properties pane.
    2. If a component has events exposed for it, its properties pane has two tabs. The Properties tab contains the component properties that you’re familiar with. The Interactions tab is new for Dynamic Interactions. It lists all of the events that the developer exposed for the selected component and any interactions that have been configured for each event.
  7. Edit Active Sales Cadences: – When sales managers want to improve a sales cadence, they can update active sales cadences without interrupting sales outreach. Managers can add and remove steps, update step names and descriptions, email template and call script variants, sales cadence rules, and more.
    1. On the sales cadence record page, click Modify Steps.
    2. When deleting a call result or email listener step, managers can choose whether to delete the Yes or the No branch that follows it. Targets currently on deleted steps exit the sales cadence after completing the step. Changes aren’t saved until you click Update in the Sales Cadence Builder. Closing the Sales Cadence Builder before clicking Update causes changes to be lost.
  8. Plan and Visualize Territories Using a Heat Map:- See how your territories align with an attribute that’s relevant to your territory planning efforts in Salesforce Maps Territory Planning. For example, select annual revenue for accounts or order volumes that you import from proprietary or third-party systems. Heat maps give visual indications for where you can bolster or reduce coverage so that you meet and beat sales and service goals.
    1. Select Layers, then define your heat map. For example, define your heat map to show hot spots that represent accounts with high annual revenue.
    2. Add the layer to see hot spots that represent accounts with high annual revenue.
    3. This change applies to Lightning Experience for Salesforce orgs with Salesforce Maps. 
  9. See When a Commitment Is Made to a Customer or Prospect:- Knowing when a commitment is made to a customer or prospect makes it easier for sales teams to follow through. The new Commitment Made email insight shows that a sales rep expressed an intention to take action. Some commitments are associated with a date, and some are more general. For example, these statements are flagged as commitments: I plan to send the proposal by Tuesday morning, and, I’m working to get you an updated invoice as soon as possible.
  10. Let Org-Specific Metrics Guide Your Lightning Page Performance Improvement):- Various factors can affect your Lightning page’s performance at runtime. Performance Analysis for App Builder gives you recommendations to improve your page performance. Now you can see your users’ performance metrics to help you decide which recommendations to take or to defer. Data from the last 90 days of use is analyzed and displayed in your Org-Specific Metrics card results. This analysis includes your users’ network latency, browser speed, and number of cores. 
    1.  To view org-specific metrics, click Analyze from the Lightning App Builder toolbar, if it has not run automatically.

Additional enhancements worth noting!

  1. Bookmark Your Forecasts: – Users can make forecasts easy to find by adding the forecasts page to their bookmarks or favorites along with other pages they often visit. For example, sales managers can bookmark a sales rep’s or territory’s forecasts page for quick access.
  2. Update Activity Reports for More Accurate Data: – Use the new field CompletedDateTime to show the time and the date that an activity was completed.
  3. Simplify Document Creation in Lightning Experience with New Document Global Action Improvements: – Now it’s easier to add the New Document global action to your global publisher layouts. Your users can create a document wherever they are in Lightning Experience, link it to a record, and collaborate with their teams. They can add the things they know and love to their documents such as @mentions, Salesforce data mentions, and spreadsheets. This change applies to Lightning Experience for Salesforce orgs with an existing Quip for Customer 360 plan or Salesforce Anywhere Advanced.

Formative Assessment:

I want to hear from you!  

What are your favorite Winter’22 release note gems? You can download release notes in HTML format!, for PDF files.

Let me know by Tweeting me at @automationchamp, or find me on LinkedIn.

Have feedback, suggestions for posts, or need more information about Salesforce online training offered by me? Say hello, and leave a message!

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