Salesforce SU22 Summer ’22 release is right around the corner.
There are many agenda items you need to prepare for with each release, but at this stage, there are only a couple of things you need to know: how to prepare your sandbox, and when your instance gets upgraded.
Salesforce SU22 Summer ’22 Release Date
The first thing you
should be aware of is when your production instance will be upgraded to the Salesforce
SU22 Summer ’22 release. It’s important that you test all your main use cases
in your Org before this date to ensure that everything continues to work.
Although Salesforce releases rarely have any major bugs, it’s important that
these checks are carried out.
The Release Date
for SU22 Summer ’22 will depend on your instance of Salesforce, but the main
release weekends are on…
·
May
21st 2022
·
June
4th 2022
·
June
11th 2022
If you already know the instance your
production Org is located on, you can head over to Salesforce Trust,
click on your instance name, and hit “Maintenance”. This will show you the date
of the Salesforce SU22 Summer ’22 release hitting your Org.
If you don’t know your instance, the quickest way to find out is to head to company information within Setup in your Salesforce.
Salesforce Certification Release Cycle for Summer 22 (SU22)
Exam Launch Date*
- Summer '22 (SU22) August 24, 2022
Exam Close Date*
- Summer '22 (SU22) December 5, 2022
Highlights from the Salesforce SU22 Summer ‘22 Release
Swarming: Salesforce
customers will be able to resolve cases faster by getting real-time support
from experts in relevant departments.
Subscription Management: New Sales Cloud
automation processes help customers manage and monetize recurring subscriptions
across self-service channels.
Intelligent Fraud Management: Loyalty Management
will now include an intelligent fraud detection feature that allows customers
to more easily detect potential program fraud and respond quickly.
Einstein Predictions for Net Zero: Intelligent
predictions will give businesses recommendations for how they can best reduce
emissions, helping them get to Net Zero faster.
Triggered Campaign Messages: Marketing Cloud Personalization users will be able to trigger personalized experiences for their customers based on catalog changes or behavioural signals like cart abandonment. This opens up a new way to re-engage customers using their preferred channel.
Exceed your business goals with the SU22
Summer ’22 release by seamlessly integrating your data, finding meaningful
insights, and building lifelong customer relationships.
How to Use the Release Notes in SU22 Summer ’22
Our release notes offer brief, high-level descriptions of enhancements and new
features. We include setup information, tips to help you get started, and best
practices to ensure your continued success.
Get Ready for the Release of SU22 Summer ’22
Reading the release notes is a great step in preparing for the release. These
other resources help get you, your org, and your users ready for what’s coming
your way. We add resources throughout the release when they become available,
so check back often.
How and When Do Features Become Available? For SU22
Summer ’22
Some features in SU22 Summer ’22 affect all users immediately after the release
goes live. Consider communicating these changes to your users beforehand so
that they’re prepared. Other features require direct action by an administrator
before users can benefit from the new functionality.
Supported Browsers for SU22 Summer ’22
We’ve made some changes to our supported browsers documentation, making it
easier to find what you need. Supported browsers for Salesforce vary depending
on whether you use Salesforce Classic or Lightning Experience.
Salesforce Overall
Update primary billing contact information directly in the Your Account app.
With matrix questions in Salesforce Feedback Management, create shorter surveys
and help participants complete surveys faster. In Salesforce Scheduler, share
service resource availability using Appointment Invitation URL and check out
two new flows. Explore many enhancements to Search and much more in SU22 Summer
’22
Analytics
Sync data with improved connectors, get more customer insights with the
Opportunity embedded dashboard, and make better business decisions when you use
trending data to fine-tune predictions.
Commerce
Commerce Cloud enhancements include new and updated features for Salesforce B2B
and B2C Commerce, Commerce Einstein, Omnichannel Inventory, and Salesforce
Order Management.
Customization
Make your org more secure thanks to updated restriction rules and permissions.
Improve system performance and health with enhancements to the way picklist
management and values are handled. Get better address data accuracy and
improve user experience with Custom Address Fields (beta).
Development for SU22 Summer ’22
Whether you’re using Lightning components, Visualforce, Apex, or our APIs with
your favorite programming language, these enhancements help you develop amazing
applications, integrations, and packages for resale to other organizations.
Einstein
Get insights from unstructured text with Einstein Discovery Text Clustering.
Einstein Prediction Builder is easier to use with a new guided flow and
automatic data-checking as you build. Plus, Einstein Reply Recommendations can
identify common replies in 16 languages, helping your agents provide consistent
messaging to your global customer base. Read on to discover even more
productivity-boosting Salesforce Einstein features.
Experience Cloud
Customers with Experience Cloud licenses can reap the benefits of full access
to all the features included in Salesforce CMS. On LWR sites, you can build
flows across all templates and add links to button and form components or any
layout component that can be made into a link. Enhancements to Mobile Publisher
for Experience Cloud apps make app navigation easier.
Field Service in SU22 Summer ’22
Enhanced Scheduling and Optimization helps you get your schedule in top shape
with improved scheduling and travel time predictions, and the flexibility to
select which territories use Enhanced Optimization. Troubleshoot work order
generation issues with new status messages that help you take the next steps.
Customers can stay COVID-safe by using their own devices to sign service
reports. The Field Service mobile app keeps work running smoothly with
automatic status changes, limited location tracking, and an all-in-one view of
appointments, work orders, and absences for mobile workers.
Hyperforce
Hyperforce is a new infrastructure architecture that unifies the foundations of
the various clouds and allows Salesforce to scale rapidly and securely using
public cloud partners. Leveraging our public cloud partners allows us to expand
quickly and also helps us meet local data storage requirements. Hyper force
allows us to grow using common tools, deployment patterns, security practices,
and more.
Industries in SU22 Summer ’22
Get started faster with Guided Setup support in several Industries clouds.
Track your carbon footprint with Net Zero Cloud. Manufacturing Cloud helps
leverage customer forecasts into business opportunities for you. Nurture
relationships and run branches better with Financial Services Cloud. Health
Cloud empowers care providers to support patients more closely and helps
patients do more for themselves, while Loyalty Management brings you closer to
your program partners and members with enhanced transaction journals and
filters. Public Sector Cloud brings enhanced support for inspections,
investigations, and health care plans.
Marketing in SU22 Summer ’22
Marketing Cloud is the premier platform for delighting customers with 1:1
customer journey. It enables you to build a single view of your customer,
leveraging data from any source. Plan and optimize unique customer journeys
based on your business objectives. Deliver personalized content across every
channel and device at precisely the right time. Measure the impact of each
interaction on your business so that you can optimize your approach in real
time and deliver better results.
Mobile
Forecast types are grouped by user role, including quantity measures, schedule
dates, and product dates. Mobile Publisher updates include Enhanced Mobile App
Security (pilot), default bottom tab bar navigation visibility, and new
navigation features. In Briefcase Builder, related record priming is generally
available, higher record limits offer increased flexibility, and new filters
were added.
Pardot
You can now apply completion actions to subsets of prospects with conditional
logic. You also get sharable campaigns in Lightning, email bounce reports, and
improvements to enhanced landing pages. Plus, get real-time prospect updates in
Slack with the new Account Engagement app for Slack.
Quip
Get the most out of your Salesforce data with Quip. Use multi-factor
authentication to protect your Quip data. Simplify Quip user account and API
key management with new Quip API methods. Get faster performance with enhanced,
more lightweight Quip API methods. Use new fields in Quip objects to gather
more accurate Quip user engagement metrics.
Revenue in SU22 Summer ’22
Use Subscription Management to sell subscriptions and drive more revenue.
Enable a release update in Salesforce CPQ, and use Salesforce CPQ Plus to track
asset lifecycles. Review a change in Salesforce Billing.
Sales in SU22 Summer ’22
Use new Sales Enablement features to improve your company’s training and
enablement experience. Unlimited and Performance Edition orgs can access
several Sales Cloud features without purchasing add-on licenses. You can enable
person accounts without reaching out to Salesforce Support. We’re also rolling
out lots of new features for Collaborative Forecasts, Salesforce Maps, Einstein
Conversation Insights, and other Sales Cloud features.
Salesforce CDP (Customer Data Platform) in SU22 Summer
’22
Customer Data Platform, formerly Salesforce CDP, helps you connect and unify
customer data across systems, power the connected and personalized marketing
experiences that your customers expect, and analyze cross-channel engagement
behavior. Activate loyalty, transaction, engagement attributes, and more from
Customer Data Platform. Marketers can send additional customer profile
information to marketing platforms, like Marketing Cloud Engagement, to enhance
personalized communications. As a developer, you can use the CDP Python
connector to leverage the power of Query API to extract data from Customer Data
Platform into your environment.
Salesforce Flow in SU22 Summer ’22
Salesforce is continuing its investment in Flow by launching new capabilities
that make it easier to get work done, while seamlessly delivering experiences
that engage customers. With that in mind, Einstein Automate is now Salesforce
Flow. Compose intelligent workflows with Flow Builder, OmniStudio, and Flow
Orchestration. Integrate across any system with Flow Integration. Build and
deliver personalized recommendations with Einstein Next Best Action.
Salesforce for Slack in SU22 Summer ’22
Use Slack and Salesforce together to connect with customers, track progress,
collaborate seamlessly, and deliver team success from anywhere.
Security, Identity, and Privacy
Enhanced domains now work with sandboxes, offer redirects, and lend more secure
login options. You can now log in with your Microsoft credentials, access and
maintain consumer keys and consumer secrets more securely, and streamline your
transition to using multi-factor authentication. Gather preference
information consistently with reusable templates in Privacy
Center. Salesforce Shield offers encryption and event tracking for more
data and control over Transaction Security metering behavior. Use Security
Center to create security-centric reports, and define security policies for all
connected tenants (generally available). Private Connect support for AWS
integrations is available in the EMEA and APAC regions. And remember to prepare
inbound and outbound connections for the Private Connect network upgrade.
Service in SU22 Summer ’22
Take advantage of new Service Cloud features that help you and your team
deliver smart, swift service. Give customers a personalized experience on your
mobile app or website with Messaging for In-App and Web (generally available).
Monitor disruptions in more places with third-party integrations for Incident
Management. Break down team silos and speed up time to resolution with swarming
on incidents, problems, and change requests in Slack. Voice call transfer
enhancements and agent flags and whispers provide control and flexibility. Get
Einstein Reply Recommendations in up to 16 languages, and add Einstein Article
Recommendations and Case Classification to existing flows. And in Workforce
Engagement, the new Intraday Management dashboard helps supervisors identify
and resolve unexpected staffing gaps and schedule adherence discrepancies.
Work.com
Prepare your business, employees, and facilities. Respond to major events, such
as the current COVID-19 crisis, with the apps and services in Work.com.
Other Salesforce Products and Services in SU22 Summer
’22
Get the latest information on features from Customer Success Group, Heroku,
Idea Exchange, and Trailhead GO.
Release Updates
Salesforce periodically provides release updates that improve the performance,
logic, security, and usability of our products. The Release Updates page
provides a list of updates that can be necessary for your organization to
enable. Some release updates affect existing customizations.
Legal Documentation for SU22 Summer ’22
We made seasonal updates to Salesforce Legal Documents.
