If you are a Salesforce enthusiast like us, you’d also spend your night before the new release in excitement. This year, Salesforce Summer ‘22 has brought lots of new features and enhancements to be excited about. 

With each release, Salesforce brings forward some enhancements, community ideas, and brand-new features that could simplify the usability of Salesforce while improving the user experience. This year too, there are many such features that you should be excited about. 

Salesforce Summer ‘22 Features to be Excited About

We’ve gone through many new features and enhancements from the new Salesforce release. We’ve listed here some of the top features that you must try out. 

1. Result Limitation in Tabular Reports

With the new release, you’ll be able to get quick access to the data that is important without having to spend unnecessary time processing it. You can now limit the rows to be returned in the tabular report, so you can instantly get exactly what you’re looking for. 

2. Overcome MFA Challenges

It’s the time when all the Salesforce users are required to use MFA, as Salesforce mentioned in Winter ’22 release, With the summer release, MFA automatic enablement will come with some exceptions. Users who are still not using MFA would be getting a notice of six months. But, you shouldn’t wait for it and implement it right away to achieve outstanding security.

3. Custom Address Field

Salesforce users were always in the need of custom address fields that could work in the same way as the standard address field. That’s now possible as Summer ‘22 has brought the feature, Address as a Custom Field in beta. 

4. Features for Picklist-Management

The release has brought up many new features to enable picklist management. Following are some of the best of these features:

• You can access the Cleanup Inactive Picklist Values in beta through which you can easily delete unused picklist values. 
• You can now add a new picklist value in bulk. 
• Also, you can manage your picklists more efficiently with Bulk Managed Picklist Values. It enables you to access buttons like Delete Selected, Replace Selected, or Activate/Deactivate Selected.

5. Einstein

There are a few updates to Einstein as well. Some of these are:

• Use Einstein Lead Scoring to estimate the ROI of your firm. 
• You can now enable Einstein Prediction Builder through Guided Setup. 
• You can also access automated case triage using the Einstein Case Classification for flows. The feature is in the pilot as of now.

6. Share Campaigns with Colleagues

The new release has enabled Campaign Owners to share individual campaigns manual with other users. Earlier the feature was only available in Classic. Now you can do it in Lightning as well. 

7. Customize and Filter Related Lists

You can now access a new feature, Dynamic Related Lists, to create custom related lists that you can filter to view, considering when any specific criteria are met. 

8. Enable Person Accounts without having to Contact Support

The new release has brought a guided setup that will help to self-enable Person Accounts. Earlier users had to reach out to Salesforce Support to do that but now you can do this on your own. 

Maximize Productivity with Salesforce Summer ‘22 Features

All these new features and enhancements can take your Salesforce productivity a level up. Make sure you know and understand these features well before you start using them. 

The best way to get started is by talking to our experienced Salesforce consultants who can guide you well on these features.

Managing sales is all understanding your customer and offering them what they need. For this, sales representatives have to be concerned about everything, from customer experience to relationship networks. All the information helps the team members to be aware of the right time to make the right offer to the right customer. Managing relationships with customers has become more important than ever, and Salesforce Einstein Relationship Insights helps with that.

With Salesforce Einstein Relationship Insights (ERI), sales representatives have got the ease of relationship intelligence. The feature is to provide users with the ability to capture, analyze, and use the customer data to build better relationships and keep nurturing them.

Introducing Salesforce Einstein Relationship Insights

For any Salesforce project success, it is important to gain insights about everything its users are expecting from it. Using Salesforce Einstein Relationship Insights can help the team get immediate access to all customer information, bringing everything into the CRM for unified access and view. Some of its features include:

• Native Design: ERI efficiently pulls all the external data into the CRM. It helps connect all the dots, providing sales representatives to see the bigger picture while creating campaigns.
• Unstructured Data Analysis: ERI automatically reads natural language to explore data sources and understand unstructured data related to the target audience. 
• Contextual Learning: ERI helps to understand and analyze how prospects and contacts know each other.

For managing sales effectively, team members need to research prospects and accounts. It is because they need to know if the prospect influences decisions and whether they share contacts with the prospect. ERI helps to provide insights about what problem their product or service solves for the prospect so it can be reached out in the right way.

To manage relationships, salespeople need to dig through different platforms and data sources like LinkedIn, news articles, Google, external and internal documents, and other data sources. 

Accelerating Sales with Salesforce Einstein Relationship Insights

Studies show that salespeople only spend almost 36% of their time selling. It is because, before selling, they need to spend time researching the prospects, coming up with ways to attract customers.

With Salesforce Einstein Relationship Insights, sales organizations have leveraged the feature of relationship intelligence to make key decisions. The feature allows teams with different capabilities like:

• It allows representatives to use Artificial Intelligence with Einstein analytics to pull new external data and insights about customers. 
• The feature helps to automatically identify connections of data sources like social profiles, news articles, and more with prospects. 
• Teams can gain insights about the interests and values followed by prospects, laying the groundwork of forming a deeper and more formal connection.

Supercharge Sales with Intelligent Relationship Management

How productive your sales team depends on how better the team knows its customers and reaches out to them. Improving sales is all about how good you are with your customers. So, the first step for achieving better sales is to work on improving relationships with customers. Salesforce Einstein Relationship Insights provides every detail salespeople need to know about customers to plan their sales strategy.

Not only Einstein Relationship Insights, but Salesforce has also got a lot of other tools and capabilities that can help you achieve visible improvement in sales. Talk to our team to find out how Salesforce can solve your business problems.