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

Last Updated on May 30, 2022 by Rakesh Gupta

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

As of 10th May 2022, Sandboxes have been upgraded, as a result, your organization now gets the look and feel of the Summer’22 release. In case you have not read the entire 540 pages of Salesforce Summer’22 release notes, check out the Summer’22 release quick summary and Pardot Summer’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 Summer’22 release. 

1. Enable Person Accounts Without Contacting Salesforce Support:- You can now enable Person Accounts without reaching out to Salesforce Support. Person accounts store information by combining certain account and contact fields into one record. This allows you to store information about a person in a record that can act like an account when necessary.
2. Salesforce for Slack (Beta):- Starting the week of April 25, Sales Cloud for Slack becomes available to customers as a Beta Service. Integrate Slack and Salesforce to unlock access to Slack apps, tools, and services.
   1. To enable Salesforce for Slack, navigate to Setup
   2. In the Quick Find box, enter Slack, and then select Enable Slack for Salesforce.
3. Share Individual Campaigns with Colleagues in Lightning: – Now you can manually share an individual campaign record with another Salesforce user. This Classic feature is now available in Lightning Experience. A campaign owner can set sharing settings and view the sharing hierarchy from the action menu on a campaign record.
   1. To share a campaign with a new user or group, a campaign owner can open the campaign’s action menu and choose Sharing (1). To view who already has access to a campaign, select Sharing Hierarchy (2).
4. Customize and Filter Related Lists in the Lightning App Builder: – Customize related lists directly from the Lightning App Builder instead of the page layout editor with the new Dynamic Related List – Single component. Choose the list’s fields and sort order, apply filters, and give the list a descriptive name. To see the most relevant records, set up two related lists with different filters on the same object. For example, on the Account record page, create one related list to see only the open opportunities. Then, create a second related list to see all Closed opportunities.
5. Customize Cumulative Rollup Names: – To tailor your forecast grid to your business, change the labels that represent cumulative rollups of forecast categories. For example, show cumulative rollups for Closed Only, Best Case, Commit, Most Likely, and Open Pipeline forecasts to reflect the way your company forecasts. Previously, label changes showed only for single-category rollups.
6. Let Agents View Shift Segments and Accept or Decline Shifts in Agent Home: – Agent Home is now interactive. Agents can review the granular breakdown of their shift segments. Optionally, you can create an approval process and flow to let agents accept or decline changes to their shifts in real time.
7. Summary Functions Now Include Median: – Report on the statistics that matter to your business. The median function is now available for all summary measures in reports and dashboards.
8. Deploy New Policy Types from Security Policies:- Security policies are now generally available with new security policy types. You can create these security policies in Security Center: Trusted IP Ranges, Health Check Baseline, Password Configuration, and Session Settings.
9. Create Custom Address Fields (Beta):- To improve address data accuracy and your users’ experience, create custom fields that mimic the behavior of standard address fields. To enable address field in your org do the following:
   1.  Enable Use custom address fields (Beta) under UserInterface setting.
   2. Make sure that State and Country/Territory Picklist feature is enabled. 
   3. Then create a custom Address field.
10. Help More Users Succeed with Targeted Prompts:- More lower-level elements are now targetable using targeted prompts for In-App Guidance. You can now target elements such as Einstein Search, Help, Trailhead in the global header. Target action buttons in the Actions Ribbon on list views and record pages, or target elements in the Utility Bar.