With every release, Salesforce rolls out yet more incredible features and enhancements. As a Salesforce Administrator, it’s your responsibility to stay up to date on these key changes and continuously aim to review and enhance your Salesforce org. It’s not all about you though! There are also many new fun features that can enhance productivity for your users. Make it a goal in 2022 to upskill your users so they can enjoy the benefits too, increasing your adoption and overall ROI (return on investment) of Salesforce.
The past 12 months have been strong for announcements and releases; I’ve put together my top five tips and features every Salesforce Admin needs in 2022 to get you thinking about how you’ll bring your admin a-game.
1. Build Your Automations in Flow
Rumors have been swirling for quite some time about the potential for Workflow Rules and Process Builder to be retired – and it’s true, it really is happening. The retirement was officially announced at Dreamforce 2021 with a formal end-of-life roadmap. But there’s no need to panic! It will be a phased retirement, with Salesforce set to release migration tools to support you.
The official line is that from now on, you should build all new automations using Flow. This might seem a bit scary (I know it is to me!) but help is at hand. Check out our Introduction to Flow to get started. You can also find all our Flow articles here.
2. Improve your Lightning Pages with the Analyze Button
We often go back to work after the New Year with renewed enthusiasm and energy, so what better time to evaluate your Lightning pages and start improving both the user experience and performance?
The ‘Analyze’ button is available within the Lightning App Builder, for both standard and custom objects, and analyzes the fields, instances of the Related Lists component, and metadata of a record page.
The ‘Analyze’ button will provide a predicted page load time for desktop and a page performance index for mobile, as well as best practices and suggestions for improving page load time for a better end-user experience. From the Winter ’22 release, page analysis runs automatically!
Another new feature of the Analyze button in Winter ’22, is the ability to view org-specific metrics. This new feature displays performance metrics based on data collected from the previous 90 days, including users’ browser speed, network latency, and number of cores.
3. Learn About Restriction Rules
Restriction Rules could be set to change the way we think about security in Salesforce. You just got your head around the complexities of opening up access, and now you have to contend with restricting access too! Confused? You won’t be alone.
In good news, the traditional method of opening up access very much remains. Think of Restriction Rules as an addition to record sharing.
For example, if you have a Custom Object as the child in a master-detail relationship, its access defaults to ‘Controlled by Parent’. This means if a user can see the parent record, they can see the child record. Restriction Rules will enable you to selectively share these child records. Check out our full article on Restriction Rules.
4. Supercharge Productivity with Einstein Search
Einstein Search is free – available to Unlimited, Enterprise, and Performance edition customers, with Lightning enabled. From the Winter ’22 release, Einstein Search is on by default, so it’s time to help your users skill up on this awesome productivity feature.
Einstein Search is transforming the way we search in Salesforce, enabling your users to get personalized and actionable search results.
In Salesforce’s own words, “Using Einstein Search can result in an up to 50% reduction in clicks and page loads for the most frequently-used tasks, such as editing sales records.” With stats like this, perhaps it’s time you take a look. Check out our full article here.
5. Upskill Users on New Report and Dashboard Features
What’s that saying…“fun for adults and children alike”? We should have an equivalent saying for Salesforce…“fun for Admins and users alike”! Who doesn’t enjoy playing with reports and dashboards?!
We’ve seen some amazing new features for reports and dashboards in the 2021 Salesforce releases. Don’t keep them to yourself! Be sure to upskill your users as well. In particular, inline editing for reports and dynamic gauge charts in dashboards.
Inline editing helps users easily edit data within a report, without needing to navigate to the record. This feature allows you to edit certain field types including text, numeric, checkbox, date, picklist, and lookup.
Dynamic gauge charts are one of the functionalities most Salesforce Admins and Consultants have been waiting for when it comes to Salesforce’s native reporting capabilities! The possibility of having the gauge chart update based on a field’s changing value, elevates the in-app data visualization to the next level. Check out our full article on dynamic gauge charts here!
With every release, Salesforce gives us new features and enhancements to explore. As Admins, we should proactively keep up to date with all of these exciting changes to ensure we are following best practices and utilizing Salesforce to get the greatest return on investment.
Do you have any other tips for Salesforce Admins in 2022? Let me know in the comments!