With the year 2022 almost wrapping up, all the major Salesforce releases of the year with the newest and updated features are out there in the open.
Amidst the big Salesforce announcements like Salesforce Genie, Code Builder, Devops Center, HyperForce, etc., some simple but innovative features were also announced by Salesforce in its release cycles.
So, in today’s blog, we will dive deep into these lesser-known, but most innovative features announced by Salesforce in 2022.
Here’s a brief rundown of the top ten innovative features from Salesforce this year. Dig in!
1. Einstein Search
Made generally available in the latest Winter ’23 Release, Einstein Search for Knowledge is a wonderful innovation that boosts service agents’ productivity and expedites case resolutions.
With personalized and actionable search results, Einstein Search enhances the search experiences at no additional costs.
2. To-do lists
To make task management more efficient, Salesforce has brought a lot of UI iterations that present vital information more prominently. The To-do list is a recent addition to the Utility bar for Sales users.
Anchored in the Utility Bar, The To-do list enables the viewing, sorting, and organizing of their tasks in a single actionable view.
Plus, they can also apply labels to the tasks to enable customization for organizing them.
3. Flow Builder Canvas
As Flow is the only tool for creating workflows and automation in the coming days, Flow Builder Canvas has become an essential platform to get familiar with.
In this year’s last Salesforce Release, The Flow Builder Canvas got a significant overhaul with features like
- Cut and Paste Element
- List of multiple connections displayed on the screen
- Collapsible Toolbox
4. Dynamic Forms
Applying visibility rules for making fields appear and disappear based on the user’s criteria, Dynamic forms create an intuitive page layout that showcases the right information at the right time.
But after a point of time, the layout becomes overcrowded with fields that might not be any more relevant to all the users every time.
This year Salesforce solves the issue by enabling users to configure their Opportunity, Person Account, and Contact record pages with Dynamic Forms and make them even more robust.
5. Page Loads Prompts
Released in Spring 22 Release, this feature proves beneficial to improve page load time.
With this feature, you can place prompts on object record pages, object home pages, and clone record pages.
The prompt in the Lightning App Builder will find pages that have performance issues and then send you to the new Lightning Usage App table to view problem pages and performance analysis.
6. Formula Builder in Flow Resources and Collection Filters
Salesforce introduced this new feature to trigger a flow based on a formula.
With this feature, users can use the enhanced Flow Builder to Flow Formula-type resources and the Collection Filter element that enables users to create an expression more easily.
Now users can check the formula syntax and detect errors while working and before saving the Flow.
7. Enhanced Einstein Bots
Announced in 2022, this new feature connects to Messaging for In-App and Web channels, Slack, and the Einstein Bots API. Einstein Bots can route via Omni-Channel, send a file, and preview the output as Plain Text.
Initially, Einstein Bots catered to service use cases, but, recently in Dreamforce 2022, chatbot functionalities were extended to Sales Cloud also.
8. Flow Data Table Component
This Winter, Salesforce has dropped an unusual option for using data tables in Screen Flows. In simple words, these features allow users to select records from a table in a flow. The feature is currently in beta.
9. Custom Address Feild
With this feature, users can improve the address data accuracy and enhance the user experience by creating custom fields that exactly follow the behavior of standard address fields.
It’s a very useful feature for users and is generally available.
10. Collaborative Forecasts
Forecasting sales from your opportunity pipeline gets easier. With new Einstein-powered features such as Pipeline Inspection and the introduction of Genie, forecasts will be more data-driven.
With an improved Forecast UI setup and a column to calculate Gap to Quota and Pipeline Coverage, users have a lot to gain from the Collaborative Forecast feature in Salesforce.
Wrap Up
Summing up, those were our 10 most innovative Salesforce features announced in 2022. If you are interested to deploy these features to achieve CRM success, contact our industry experts today!
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