Salesforce Spring 22 Product Release: What’s new in Salesforce Revenue Cloud

Salesforce Spring 22 Release: What's new in Salesforce Revenue Cloud

Salesforce Spring’22 Product Release brought in numerous significant updates in the Salesforce Revenue Cloud product that will help make CPQ and Billing a more robust solution to lead business transformation. From enforcing data restrictions for Access Permission sets, browser performance improvements, default enforcement of encrypted customer IDs in Payeezy ACH Payments methods, the advancements made will help Salesforce CPQ and Salesforce Billing to better support Lead to cash activities in revenue generation processes. 

Salesforce CPQ Updates from Spring’22 Release

Let’s look closely at the new advancements that the Salesforce Spring’22 product release has brought in Salesforce CPQ.

External Configurator Plugins are not supported with Enhanced Domains

If My Domain has enhanced domains enabled, Salesforce CPQ external configurator plugins will not support this feature. However, Salesforce Revenue Cloud Product teams are working actively to make the external configurator compatible so that in the future it can support enhanced domains. Using an external configurator to do some custom configuration as of now ensures that Enhanced Domains aren’t enabled. This new change will apply to the Lightning Experience and Salesforce Classic Customers using Salesforce CPQ. 

Data Restrictions Enforced for Restriction Sets

Salesforce CPQ users can now access objects and fields safely and appropriately with data restrictions in place for the access permission sets that Salesforce introduced in Summer’21 and Winter’22 inside Revenue Cloud. This change will apply to the Lightning Experience and Salesforce Classic in Salesforce CPQ.

In the Salesforce Spring 22 Product Release, users now have two ways to access the new permissions:

  1. If custom CPQ permissions sets are used, they can now use four access permission sets available as default within the Salesforce CPQ. As most CPQ admins tend to clone and edit the standard permission sets for org users, Salesforce now revamped the system to assign access sets directly to users without cloning or editing. This is an important step taken from Salesforce to ensure that users don’t miss important data security updates. 
  2. However, suppose you aren’t using custom permission sets in your Salesforce CPQ instance. In that case, there are still standard CPQ permission sets added in each release that users like admins, partners, customers, or general CPQ users need to be aware of. 

Salesforce understands that users need to test the effects of the new permission requirements and hence did not enforce the permission requirements by default in the CPQ Summer ’21 release. In this present Spring ’22 release Salesforce is now removing the Perform Enhanced Data Access Checks package settings from Revenue Cloud to enforce new data security permission requirements. As a user, if you wish to disable the permission enforcement, all you need to do is file a request with Salesforce CPQ Support. The future significant releases will set the permission requirements by default. 

Browser Performance Improvements to follow

In Summer’21, Salesforce promised to bring out browser performance improvements. Spring’22 enforced that Salesforce CPQ can run faster in supported web browsers by employing new Web Components V1 technology. Although browser performance improved a lot, there is a disclaimer, the look and feel of the customizations inside Revenue Cloud might change. Salesforce, therefore recommends testing the customizations on the desktop and in the Salesforce Mobile App. While testing, make sure you focus on Quote Line Editor, Product Selection, Salesforce CPQ favorites, Product Bundle Configuration, Quote Calculator Plugin, and Page Security Plugin. While doing the updates, if you encounter unwanted differences that can’t be resolved with customizations, feel free to reach out to Salesforce support for help.

UI changes as observed and reported across different browsers

However, this change will apply to Lightning Experience, Salesforce Classic, and the Salesforce mobile app in Salesforce CPQ sandboxes or production org. This update will be standard, and cant be disabled in the future. You can search your instance inside Trust Status, click maintenance and upgrade your instance with the latest release features. 

Although Salesforce warns not to disable the release update as it is soon going to be a standard feature, there is a way you can still disable the release update but use the Improve Browser Performance Setting. Navigate to Setup in the Quick Find box, enter Installed, and click Installed Packages. Click on Configure immediately next to the Salesforce CPQ package in the menu bar. Deselect Improve Browser Performance from the Additional Settings tab over there. 

Salesforce Billing Updates from Spring 22 Release

The Salesforce Spring’22 Product Release also brought in some significant updates in Salesforce Billing. Let’s dive into what they mean in reality and what insights we can draw. 

Default Encrypted Customer IDs for Payeezy ACH Payment Methods

From now on, Lightning Experience and Salesforce Classic users in Salesforce Billing can easily manage their information securely in Salesforce Billing when configuring payment methods for Payeezy solutions. Earlier the Payeezy package used the payment method field identification Id/Number field for Customer IDs, which weren’t encrypted. But the Payeezy payment gateway required a customer ID for ACH payment method data in payment gateway requests. If a customer did not wish to use the non-encrypted field and left the Identification Id/Number empty, Salesforce Billing would automatically assign a default value with the gateway request. This value, in turn, would end up creating a failure response from the payment gateway. 

The field here represents a unique customer value like social security number, tax ID, or driver’s license number. It is then encrypted to mask the entered values inside Salesforce Billing to initiate secure payments. The new release is made it more prominent on the Payment tab of Salesforce Billing package settings.

To make successful payments with the Payeezy Package being installed, Community users now require Read access to the Encrypted Customer ID field. All you need to do is go to the Encrypted Customer ID field from the community user’s profile and select Read. Now Assign Payeezy Admin Permission Set to the user. However, if you don’t want to use the Encrypted Customer ID, deselect Use Encrypted Customer ID for Payeezy ACH Payment Methods, and you should be fine.

Invoice crediting errors now fixed

Earlier, Salesforce Billing attempted to unallocate the payments, credit notes, and debit notes, leading to a validation error and incorrect credit allocation. The unallocated debit notes and payments show an error “Type and Unallocated values cannot be changed.” With Spring’ 22 release, Salesforce Billing corrected this invoicing issue. This change is now available in the Lightning Experience and Salesforce Classic Platforms in Salesforce Billing.

Salesforce Spring 22 Product Release: What's new in Salesforce Revenue Cloud: Infographic

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Brion Schweers, Board Observer

Brion Schweers is a Senior Vice President of Product Management at Salesforce, currently managing the Revenue Cloud Solution Excellence team. During the past 30 years, Brion has assisted enterprises around the world in transforming their business by focusing on their Product-to-Cash processes. Prior to joining Salesforce Brion was VP & GM, CPQ at Apttus, VP, Sales & Success at A5 Consulting, served on the OAUG ConfigSIG Board and spent 15 years at Oracle in various roles related to their CX and CPQ products. Brion is also the executive Sponsor of Vetforce – Carolinas and is actively involved in the Salesforce Military program where he mentors Veterans and their spouses with actionable, personalized career advice.

Joseph Truhe, Board Member

Joseph Truhe has over 20 years of investing experience. Prior to joining Jefferson Capital in 2013 Joseph was a Portfolio Manager with Whitney Bank in New Orleans, Louisiana, where he oversaw the company’s Trust accounts and served as the Energy sector analyst for the Hancock Horizon Funds. Prior to Whitney, Joseph worked as an analyst and member of the investment committee at HFR Asset Management, a multi-billion dollar hedge fund platform in Chicago, Illinois. There, Joseph reviewed and maintained investment discretion over the firm’s Event Driven and Asia-focused hedge fund allocations. He was also responsible for the expansion of the firm’s Asia-focused fund offerings.  Joseph holds a BA in Economics from Yale University.

Steve Swartzman, Board Member

Steve Swartzman is a Principal and co-founder of CPC. Previously, as a co-founder of C3 Capital, he helped originate and manage over 35 investments, including national brands such as American Apparel, Traeger Grills, and Grunt Style. Steve’s chief focus remains consumer brands and e-commerce enablement businesses, and he currently serves on the boards of Grunt Style, Accel Clinical Research, Spoke Custom Products, Warne Scope Mounts, and New World Natural Brands.

Prior to C3, Steve structured and managed subordinated debt investments at KC Venture Group, and he spent 7 years as a Vice President with Citibank in New York, managing client relationships for emerging markets clients and structuring over $1 billion in complex trade financings. He is a past President of the Midwest chapter of the Small Business Investment Alliance, and he serves on the board of the International Center for Music at Park University in Kansas City.

Steve received a MBA from Columbia Business School and an AB in History and Literature from Harvard College.

He resides in Kansas City, where he was raised, with his wife Evelina and two sons, Harrison and Zandy. When he’s not working, his favorite activities are fishing, golfing, and eating.

Charles Scripps, Board Member

Chad has over ten years of experience investing in dynamic, growing businesses in diverse industries and geographies. His private equity experience includes HIG Capital, which has over $12B in capital under management, and AEA Investors, which manages over $3B of invested and committed capital. While at HIG and AEA, Chad led diligence, structuring, and financial analysis of potential and existing investments, and completed transactions in the industrial products and consumer services industries. Chad also has experience investing in the public equity markets, most notably as a Managing Director at Fox Point Capital, a $1B fund seeded by Julian Robertson of Tiger Management. He invested across a number of industries, including industrials, financials, technology, and consumer products, and led Fox Point’s international research. Prior to focusing his career on investing, Chad was a management consultant at McKinsey and Company, solving strategic problems for the world’s leading companies. Chad earned an MBA with Honors in Finance from the Wharton School at the University of Pennsylvania and a BS with Distinction in Chemical Engineering from the University of Wisconsin-Madison.

Lester F. Alexander II, Board Member

Les Alexander is a partner with Jefferson Capital Partners where he provides mezzanine and equity capital for growth and buyout transactions. Mr. Alexander is a member of the firm’s investment committee and serves on the board of directors of several portfolio companies where he is actively involved in strategic planning and corporate governance. Prior to joining Jefferson Capital, he worked at Advantage Capital Partners where he completed several portfolio company investments and served on the investment committee. Before becoming a private equity investor, Mr. Alexander served as president of Ferrara Fire Apparatus, Inc., a leading fire truck and emergency vehicle manufacturer. At Ferrara, he was responsible for managing a workforce of 450 employees producing over 300 vehicles annually for its domestic and international customers. As an investment banker for 15 years with such firms as Howard Weil, Southcoast Capital, and J.C. Bradford & Co., Mr. Alexander completed over 50 public offerings of debt and equity securities, private placements, and merger and acquisition transactions totaling more than $7 billion for public and private companies in a variety of industries. Mr. Alexander is an adjunct professor at Tulane University and Loyola University where he teaches graduate and undergraduate classes in investment banking, private equity & venture capital, advanced financial management, investments, and entrepreneurship. He is also the board president for Benjamin Franklin High School, a public charter school in New Orleans. Mr. Alexander is the former Chairman Finance of the Association for Corporate Growth (ACG) and served on the global Board of Directors. He is a founder of the Louisiana chapter of ACG and was a recipient of the ACG global Meritorious Service Award and the Louisiana chapter’s Outstanding Service Award. Mr. Alexander received his bachelor of science in Commerce from the University of Virginia in 1989 and his MBA from the University of North Carolina in 1993.

Patrick F. Healy, Board Member

Based in Kansas City, Mr. Healy is a co-founder of C3 Capital. He has been an active private equity investor since 1985 and was a co-founder of C3 Holdings in 1994. Prior to this time, he sponsored and structured equity investments in real estate. He gained extensive workout and restructuring experience as chair of the creditor’s committee of a $1 billion bankruptcy and from being called upon to rescue a publicly-traded company from a major fraud. Mr. Healy was a senior tax partner at Mayer Hoffman McCann, a regional CPA firm, for eleven years. He received a Bachelor of Science in Accounting from the University of Kansas.

Chris Waters, VP of Strategic Sales

As Vice President of Strategic Sales, Chris guides and influences all strategic sales activities at A5 , starting in presales activities, successful sales methodology, sales process, and continued revenue generation and expansion opportunities. Furthermore, he will provide oversight in strategic sales function for the company and develop strategic sales plans that will promote growth in sales and customer satisfaction. Chris has proven his commitment to sales leadership and organizational success through field leadership as National Sales Manager at Deluxe Corporation, Field Sales Manager within the Social / Analytics Cloud at Oracle, US Regional Manager for CPQ Major Accounts at Oracle and now as Vice President on Sr. Leadership Team at A5.

Keith Fox, GM Salesforce Canada

Keith Fox is a software and consulting veteran for the past 34 years. Keith started his career at EDS which was followed by 4-year stint offshore in Bermuda. Keith then returned to Canada where he held a number of progressive sales and technical positions with software companies such as Sybase, BEA, and Oracle. After his stint with Oracle, Keith founded Cloudware Connections, a premier Salesforce consulting partner. 11 years down the line, Cloudware was acquired by A5, and Keith joined as GM for Canada.

Tarun Sharma, Vice President Delivery

Tarun Sharma is Vice President Delivery at A5 and is responsible for customer success, project operations, recruitment, resource utilization, and sales operations functions for Oracle practice. As a business and technology leader Tarun helps businesses develop solution strategies to streamline the sales process and improve customer relations to drive revenues, profits, and build brand loyalty. Tarun has led customers through digital transformation journeys. He has commanded strategic and tactical initiatives to shorten sales cycles, increase deal values and productivity, improve brand awareness and help organizations become easier to do business with. He has helped customers modernize their sales enablement tools and present a single source of information to support an omni-channel sales approach. This includes global roll-out for multiple business units included multi-currency and multi-language. Tarun graduated from Texas A&M University with a Master’s degree in Industrial Engineering.

Adam Rosenfield, VP of Salesforce Practice

As Vice President of A5’s consulting practice – Adam is responsible for both strategic alliances with partners and expanded sales growth through the entire portfolio of A5 services. With over 20 years of Sr. level management consulting expertise – Adam has worn multiple hats in his career including practice development, sales, and client advisory. He has sold & delivered countless enterprise transformational initiatives creating a measurable competitive advantage for his customers. In addition to various technical software certifications, Adam holds an undergraduate and master’s degree in Accounting & Information Technology from the University of Texas at Austin and resides in El Paso Texas with his wife and 3 children.

PJ Alfrejd, CFO

As the CFO, PJ is responsible for all things financial at A5. With over 20 years of experience in financial leadership positions, PJ has worn all the hats required of a growing tech business. His extensive knowledge of the consulting industry, experience with M&A, and strength in operational finance is another catalyst to take A5 to the next level in its growth trajectory. PJ is a CPA with a BS in Accounting from the University of Illinois, Urbana-Champaign, and has held various finance leadership positions at Exodus/Savvis (acquired by Centurylink), Neohapsis (acquired by Cisco), and mFoundry (acquired by FIS).

Vinay Kruttiventi, President & CEO / Chairman of the Board

As the CEO of A5, Vinay plays an active role in all aspects of day-to-day business operations. He is also actively involved in establishing a strategy and vision for the company. As a true customer advocate with Salesforce and Oracle product development, Vinay is actively engaged in various industry user/special interest groups. Since founding the company in 2004, Vinay has grown the business into a leading Salesforce, and Oracle partner focused on multi-cloud transformations.

Vinay has successfully implemented and architected CPQ solutions and multi-cloud complex transformation projects for various Fortune 500 companies since 1996. He has a strong authority over industry, process, and technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and JNTU (Jawaharlal Nehru Technical University) with a Master in Technology degree.