With fall now upon us, the weather is cooling, the leaves are changing, and the Salesforce Winter ’22 Release is here! Chock-full of impressive new features and improvements, the Winter ’22 Release gives users and developers many reasons to rejoice.
As with each of the other two annual releases, Winter ’22 brings a suite of changes with effects to your Salesforce org reaching far and wide. Here we will highlight some of the most impactful release items.
Sales: Territory
Planning Enhancements
Salesforce’s
Maps Territory Planning functionality has enabled companies to align their
territory-based sales processes with the platform’s flexible and powerful territory
distribution mapping tool. Winter ’22 provides even more customizability to territory
planning that allows you to configure territories to better meet the needs of
your business and your customers. Now, users have the ability to design territories
to include both contiguous and noncontiguous areas, limit assignments to ensure
even distribution of opportunities to sales reps, and control the assignment of
containers or units to an area with regard to others within the focus. Each of
these enhancements elevates the existing territory management tool’s ability to
serve the complex needs of territory-based sales.
Service:
Customer Service Incident Management
The new Incident
Management feature aims to reduce the number of your customer’s red-alarm emergencies
when incidents occur. New tools allow you to track, diagnose, and avert service
interruptions before they happen. Escalation teams can track disruptions and dynamically
route tasks to agents to meet customer expectations. Once the root cause is
identified, it can be logged, and the change manager can then determine the
steps required to prevent the incident from occurring again. These new tools
can help your business retain its reputation and focus on providing value to
your customers.
Marketing:
Datorama Reports for Marketing Cloud – Advanced
As an upgrade
to Datorama Reports, the new Advanced features increase the usefulness of
existing reporting and analytics tools for Marketing Cloud. Users now have the ability to create dashboards
for end-users, define key performance indicators, and leverage Datorama’s numerous
functions to create even more fields and attributes than was previously possible.
Showcase your data and improve your marketing analytics with these impressive
new features.
Experience
Cloud: Microsites
Microsites
are an exciting new feature that enables users to quickly build attractive and
customizable web pages with an assortment of templates and capture user data to
create leads. All of this is made possible using Salesforce’s Lightning Web
Runtime, and you can do it without the expense of developing a complete site.
Designed to meet the pace of a rapidly developing digital presence, Microsites
can be archived once they have met their need and free up space for more sites.
With drag and drop components, CMS integration, and content delivery network enhancements,
quickly building a dynamic and high-performance site has become a reality.
Platform:
Salesforce Functions
As described by the company itself, Salesforce Functions allows you to “innovate fast and meet
customer demands anywhere.” Through the power of elastic computing and the flexibility
of open language, Salesforce has given you the ability to scale digital
experiences by extending your already existing data and workflows. By reducing your
own infrastructure’s responsibility and giving you the power to integrate FaaS
apps with your org, you can raise developer productivity and scale elastically.
Analytics:
Tableau CRM Output Connectors
With this
update, Salesforce introduces two new Output Connectors for Tableau CRM. If you
have ever wanted to share Tableau CRM’s powerfully curated data with Tableau Online
or aggregate data from multiple sources to write metrics to Salesforce, now you
can. After transforming and cleaning your data in Tableau CRM, push it to Tableau
Online and utilize its tools to optimize deals and identify trends. Leverage more
tools across more platforms to get the most out of your data.
Industries:
Digital Process Automation for Financial Services Cloud + Industries CPQ
Enhancements
Powered by
the OmniStudio Platform, Digital Process Automation for Financial Services Cloud
enables an automated and connected end-to-end work environment. With Decision
Tables, Calculation Matrices & Procedures, and Intelligent Document
Automation, you can improve your customer and employee experience.
Some welcome
enhancements brought to Industries CPQ help to simplify bulk asset change
scenarios while improving ordering and processing capabilities. Service agents
can now complete changes more quickly and accurately and endure less manual
entry.
Nonprofit:
Marketing Cloud for Nonprofits
Marketing
Cloud for Nonprofits brings many of the Salesforce marketing capabilities you know
and love to the Nonprofit side. Personalized emails with custom nonprofit
tailored templates, audience segmentation, and automated email campaigns make
fundraising and outreach easy. No matter the size of your constituency, you will
have the tools to communicate and engage with them all effectively.
Commence the Configuration
So there you have it: an impressive list of changes that underscores
Salesforce’s continuing commitment to incorporating more dynamic and potent
solutions to the platform. Though these highlights represent a subset of the Winter ’22 Release, it is easy to see the potential to improve many processes
currently residing in a variety of orgs. If you wish to learn more about these updates
or the others included in the release, please check out the official release
notes. If you have any questions about Salesforce or want to talk about your Salesforce needs, contact DB Services!
