With the Winter’22 Release, Salesforce delivers even more efficiency and capabilities and if you wish to read more about all the new features check the full Release Notes. At the Stellaxius Knowledge Center, we’re providing you with valuable information for the Service Cloud updates, what’s new for developers and what’s hot in the marketing and loyalty topics. But, right now, we are going to focus on 4 Sales Cloud changes for an easy read to get you curious:
Get to know the Winter’22 Release overall updates below:
1. Pipeline Inspection
Pipelines now have views and filters, and these can be saved and shared to avoid recreating them every time. You can now also flag important deals on any view in Sales Cloud.
Pipeline views are created and applied similarly to how you would do to other objects and flagging a deal in a Pipeline Inspection is as easy as you can see below:
Some extra help to view your pipelines comes from Einstein Deal Insights, which can now predict if a deal is unlikely to close this month in your pipelines and you can see more information by hovering over the Close Date for each Opportunity:
You can also enable Einstein Opportunity Scoring to prioritize Deals:
Using 3 tiers and opportunity score ranges: High (67-99), Medium (34-66), and Low (0-33), the information is very clear, and you can easily focus on your priorities. By hovering over the field you’ll get more detailed information.
Seeing when steps aren’t updated and how many times the closed dates are pushed out are also new very useful and time saving features to keep track of your and your teams’ opportunities.
2. Core Sales Features
There is a new “Most Likely” forecast category and can now bookmark your forecasts. We always appreciate easy access to information that matters the most for our daily jobs, so it’s great to be able to bookmark or add to our favourites yet another page.
There are also some improvements in the assignment rules: For a speedy assignment you can now run them for a subset of accounts:
You can also put assignment rules on pause during account insert, to prevent performance issues. After running the job, you can “unpause” by selecting Run territory assignment rules during account inserts:
3. Einstein Conversation Insights
With the Winter’22 Release, Einstein Conversation Insights is now capable of automatically matching voice and video calls to opportunities. This is available for users with access to Einstein Conversation Insights for Sales.
Don’t worry though! Einstein Conversation Insights is not recording the calls. It needs a connection to Sales Dialer, Service Cloud Voice or another recording system. The customer manages consent along with compliance.
The matching bases on the call participants listed as opportunity contact roles, excluding closed opportunities or opportunities which haven’t been modified in the last two years.
Still related to calls, we have more information readily available and better organized to make these interactions flawless with your contacts. Filter your calls on the dashboard by Opportunity Stage, Opportunity Amount and Lead Status:
Another change in Sales Cloud that gives easy access to information about your participants is on video call records, you can see the contact’s Company Name, Title and Contact Role on the records.
For the Service Managers, there will be the ability to use a Conversation Insights Dashboard to analyze service call data, which was previously in one dashboard containing both sales and service calls.
4. Integration with Google
In Gmail Integration, Event logging has some improvements by matching contacts to events logged from Gmail. When it doesn’t find a related contact, it selects the the first lead record.
You can add up to 50 contacts or 1 lead per event. And you can deselect the suggested selections before logging the event.
With Einstein Activity Capture on you can log emails manually when an Inbox user configuration has the emails disabled.
It also introduced a simplification to the single sign-on and multi-factor authentication: there is no longer a requirement to enter multi-factor challenges in the Gmail integration. The change doesn’t apply to users that require username and passwords or for high security multi-factor authentication.
This was just a quick summary of the features that stood out for us! But we believe that you’ll want to know more! Make sure to check the other posts about the Service and updates for developers.
