Salesforce Summer 22 Release: Updates You Need To Know

The Salesforce Summer 22 Release is now generally available with rolling updates coming through June 12. New features and enhancements can be seen across the Customer 360 platform so let’s take a closer look at what new features will be part of the Summer 22 Release across all Salesforce clouds. 

Sales Cloud

In the summer 22 release, Salesforce brings more data-driven decision-making power to its users to drive better buying experiences. 

Forecasting Enhancements

Salesforce introduced forecast setup, new forecasting KPIs, custom filters, and the like in the previous release. In this summer 22 release, users can now customize rollup names, which means you can change the label of a cumulative roll up. Earlier, label changes were reflective only for single-category rollups. Sales teams can now choose to reflect their company forecasts by showing cumulative rollups for closed only, best case, commit, most likely, and open pipeline forecasts, accordingly.  

Subscription Management

In the Salesforce Summer 22 release, automation got a new look. The new Sales Cloud automation processes inside Revenue Cloud will help B2B customers manage and monetize their recurring subscription businesses across any digital self-service channel. This new feature empowers businesses to perform simpler quoting capabilities for direct sales. Using an API-first design and intuitive setup, experienced admin users can now integrate Subscription management into any app to deliver a frictionless buying experience for their customers.  

Sales Cloud for Slack

In the Spring 22 release, Salesforce already launched the new beta version of the Sales Cloud for Slack app. This summer 22 release, the app is ready to use for Salesforce Sales Cloud users to sell seamlessly without leaving their conversations in Slack. 

“The best part of Summer 22 Release is the new Subscription Management feature. With one-time and subscription, products can now be made available over businesses’ self-service channels like their websites for their customers to self-serve. Sales Rep can closely monitor and assist customers who require further assistance prior to placing an order. With a unified billing engine, accurate invoices can be generated for the orders placed through the self-serve motion. This will overall enhance the customer experience for our Salesforce customers and their end users,” explains Annand Ramakrishna, Practice Director for A5.

22 salesforce summer relaese_Anand

Service Cloud

In the summer 22 release, Salesforce aims to help its users create more meaningful conversations seamlessly with the right team members to provide the best customer service to their end-users.

Case Swarming

When customers need assistance, support teams need to be there. Salesforce introduced case swarming, or intelligent swarming, a robust collaborative approach towards customer service with service cloud and Slack with a customer-first attitude. This collaborative approach aims to solve complex service cases with the right skilled team aligned to it through Slack. Service agents can automatically connect to cross-functional experts to solve complex problems using the case-swarming workflow through a dedicated slack channel. The new swarming feature comes with two objects- swarm members and swarms, and four out-of-the-box flows. To get the most out of their swarming element, users must have a Service Cloud for Slack app (which can be downloaded from the Slack App directory). 

Enhanced Scheduling and Optimization

In this new Salesforce summer 22 release, Salesforce introduced advanced features to enhance scheduling and optimize schedule quality. Customers can now focus on new territories. Create scheduled jobs for service territory groups. Use travel modes to enhance predictive travel. Take advantage of service appointments sliding to schedule more appointments keeping an eye on resource availability. The system is powerful enough to gain insights and recommendations based on flexible breaks and scheduled holidays to book service appointments. 

Messaging for In-App and Web

Elevate your customer experience to a new level by empowering your customers to connect with you from the web and the app using messaging for In-App and Web functionality. This new embedded messaging channel provides a more robust experience with better functionality, and fewer dropped conversations. WhatsApp numbers can now be part of Salesforce messaging In-App and Web to enhance better customer communication and understanding. 

“Following up a strong spring release, the Summer ‘22 release is enabling greater functionality across all four Field Service pillars (Resource, Assets, Foundation and Mobile) and allowing for more complex uses by customers. From a resource perspective we finally have some key functionality that will make the life of a dispatcher that much easier. Recurring Absence functionality will help planning and scheduling holidays and service meetings better for service agents and resources. With Dynamic Breaks functionality you can create complex break rules (think California) for every territory. In short, more power to service teams to serve customers better,” adds Matt Goodman, Director Solutions and Advisory at A5.

22 salesforce summer release _Matt goodman

Marketing Cloud

In the summer 22 release, Salesforce made sure the Marketing Cloud delivers more focused data-driven personalized customer journeys. Salesforce has renamed a few of its products in this new release:

  • Messaging/Journeys is now Marketing Cloud Engagement. 
  • Interaction Studio is now known as Marketing Cloud Personalization. Datorama has a new name- Marketing Cloud Intelligence. 
  • Salesforce CDP is the new Marketing Cloud Customer Data Platform. Advertising Studio is now known as Marketing Cloud Advertising. 
  • Pardot is now rebranded as Marketing Cloud Account Engagement. 

Customer Data Platform Related Profile Attributes

Let erstwhile Salesforce CDP aka Customer Data Platform help you be closer to your customers. To augment and personalize your customer email through engagement-type data, use cross-cloud customer data, like recent activity, transactions, and promotions. Earlier you could only access profile-type data. This new summer 22 release boosts customer communication by using related profile attributes to find relevant results for your marketing campaigns. Navigate to Activations, and click New Activation. Now fill out the required fields, and click Add Attributes to add this new feature to your next campaign. 

Account Engagement Action Enhancements

Pardot is now the new Marketing Cloud Account Engagement Platform. One of the many new things introduced is the Conditional Completion Actions. This automation workflow works every time a prospect makes an activity on a marketing asset. These can now be added in individual emails, forms, landing pages, page actions, or custom redirects with a set condition and not just a blind automated activity. Integrated with Slack, the account engagement app can now send notifications once a lead has completed an essential activity like form fill-up. The landing page builder now supports iFrames in HTML components and more, which adds more flexibility to create a better user experience.

Personalization Triggered Campaign Messages

The earlier known Interaction Studio, now better known as Marketing Cloud Personalization users, will now be able to trigger personalized experiences for their end-users depending on catalog changes or behavioral signals like cart abandonment. This new feature empowers brands to re-engage with their customers in a more streamlined way. 

“The Salesforce Summer 22 releases for Marketing Cloud aligns Salesforce’s marketing automation solutions into a cohesive product with naming updates to key products. In addition to the product name changes, the updates to Marketing Cloud Personalization (formally Interaction Studio) will now allow users to provide personalized experiences to front-end users based on their shopping cart behavior. These automated actions are key to re-engaging customers with targeted messaging to drive revenue and loyalty. Being able to leverage key insights into personalized experiences is critical to the customer journey and we look forward to helping our customers navigate this functionality,” explains Bryan Musto, VP, Fins and DX for A5.

22 salesforce summer release _Bryan Musto

Commerce Cloud

Salesforce Commerce Cloud focuses on creating new revenue channels to build strong customer relationships. In this Salesforce Summer 22 release, we have come across some recent developments like AI-powered connectors to connect the Marketing Cloud for Commerce, enhancements in payments, and improvements in the B2B2C space. Let’s take a close look at these new developments. 

Marketing Cloud Intelligence Connectors for Commerce

The new digital intelligence solutions powered by erstwhile Datorama, now known as Marketing Cloud Intelligence, use the power of automation to help connect a brand’s commerce and marketing data to provide insights and analytics that help optimize customer relationships, ROI, and revenue. Marketing Cloud Intelligence Connector for Salesforce Order Management System (OMS) is a new integration that allows eCommerce professionals and marketers to understand the genuine relationship between marketing campaigns and sales. The Marketing Cloud Intelligence Connector for Amazon Seller Central and Amazon Vendor Central Inventory helps optimize marketing and commerce performances in sales and orders managed on Amazon. The Marketing Cloud Intelligence Ecommerce Data Model is Salesforce’s out-of-the-box solution that can automatically organize eCommerce data from any platform, arranging it to be analyzed with the marketing performance data.   

B2B2C Commerce Enhancements

Salesforce users can now sell globally in B2C stores and use enhanced promotion features. Integrating a custom payment component and deploying a B2B checkout workflow to create a better checkout experience is now much easier with the new summer 22 release. The new workspace features give added flexibility in managing commerce data. Users can now easily integrate with third-party applications to create more streamlined experiences.

“As the eCommerce worlds of B2B and B2C continue to grow closer the need for features across both use cases is becoming more pertinent.  This release will allow our customers to continue their journey of a unified commerce experience, simple integrations, marketing and analytics data to help drive their brand and business forward,” adds Martin O’Hara, VP Commerce Practice at A5.  

22 salesforce summer release _Martin O’Hara

Other Important Features from Salesforce Summer 22 Release

As part of loyalty management, Salesforce recently introduced Intelligent Fraud Management, which now has an intelligent fraud detection feature. This will help Salesforce customers quickly detect potential program fraud and respond immediately, sell more responsibly, reduce chargeback and manual review rates, and reduce business risks. 

Einstein Predictions for Net Zero is a new feature introduced inside the Net Zero Cloud of Salesforce. This trusted platform functions as a single source of truth for environmental data. In the Summer 22 Release, Salesforce introduced Einstein predictions that will empower businesses with recommendations on how they can best reduce their carbon emissions, helping them reach their net-zero goal faster. 

Need help to solve your next multi-cloud transformation project? Let’s connect to lead you in your next digital transformation move forward. 

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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.