Top 6 most impactful features of Salesforce Spring ’22 release for Sales Cloud Lightning
Hello Salesforce lovers! As we do every year, we are back to shed light on some of the most productive features of the Salesforce Spring ’22 release. Today, we will cover the most impactful features of the spring release for Sales Cloud Lightning. So, let’s dive!
Analyze List Email Performance with Custom Reports
One of the most productive features for Sales Cloud in the Salesforce Spring ’22 update is that your sales managers can now track the effectiveness of the email list strategies. Have the emails sent by your reps been impactful? To help them find this information and more, the new List Emails custom report can be used.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited editions.
How: You need to create a custom report type using the List Emails as the primary object within the Report Types page in Setup.
Exclude Specific Accounts from Territory Assignment Rules
This Spring ’22 update helps Sales Cloud Lightning users preserve territory assignments for the accounts they select when running assignment rules in Enterprise Territory Management.
Example: Within Illinois, you have several accounts that must remain with the sales team and territory due to customer preference.
Where: This change applies to Lightning Experience and Salesforce Classic in Performance and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
How: You can add a record list that includes the territory IDs and accounts that you want to exclude from territory assignment rules with the help of Territory2ObjectExclusion object. This unassigns the identified territories to the accounts even if the accounts meet the assignment rule criteria.
Custom Components for Email Template Builder
In the Spring ’22 update Sales, Cloud Lightning users can use the custom components to help managers and marketers to create engaging email content for the customers.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Unlimited, and Developer editions.
Who: This update is for the users with the Access Drag and Drop Content Builder and View Setup and Configuration permissions; custom components can be added to an email template in the Email Template Builder.
How: You can configure custom components that can be used in the Email Template Builder for defining the metadata in .js-meta.xml. Define a lightning__StaticEmail target, and setting to true.
That wraps up the six most impactful features of the Salesforce Spring ’22 release. Stay tuned for more Salesforce updates on the Spring ’22 release.
Track Changes to Territory Assignments
Sales Cloud Lightning users can now determine whether territory assignments were deleted or updated using the ObjectTerritory2Association object. This helps trigger subsequent processes based on territory assignment changes or account owner re-evaluation in Enterprise Territory Management.
Where: This change applies to Lightning Experience and Salesforce Classic in Performance and Developer editions and in Enterprise and Unlimited editions with Sales Cloud.
How: Use a getDeleted() or getUpdated() call along with the ObjectTerritory2Association object to get a list of records that were deleted or updated (changed or added) within a timespan.
Receive Insights from Core Forecasting KPIs Quickly
Salesforce Sales Cloud Lightning users now can include columns to their forecasting grid that automatically calculate Pipeline Coverage metrics and Gap to Quota. The two newly added ready-to-use calculated columns simplify the process of {what?}.
Where: This change applies to Sales Cloud in Lightning Experience in Performance, Unlimited, Enterprise, and Developer editions with Forecasting turned on.
How: Your admins can now configure the Forecasting process to provide Pipeline Coverage and Gap To Quota calculations.
The sales team can automatically know how close they are to achieving their quota goals by using the Gap To Quota column. It calculates the Gap To Quota metric by subtracting the closed sales amount from the sales quota.
The sales team can access the ratio of opportunities in the pipeline over the sales team’s Gap to Quota by using the Pipeline Coverage column. This ratio shows how much of the pipeline remains compared to the remaining quota.
Get the Status of Territory Assignment Rule Jobs Programmatically
This Salesforce Spring ’22 update notifies users about the job status of assignment rules in the Salesforce enterprise messaging platform and downstream applications with the help of the Territory2AlignmentLog object. Previously, it was only possible to get the job status information of Enterprise Territory Management in Background Jobs in Setup.
Where: This change applies to Lightning Experience and Salesforce Classic in Performance and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
How: Within the downstream application, you can subscribe to the territory assignment rule job end and start events using the enterprise messaging platform. These events are to be used as triggers to start the subsequent processes. The Territory2AlignmentLog object also records the assignment rule job end and start events.
