Spring’22 Release Notes Favorites: A5 Experts Answer

Spring'22 Release Notes Favorites: A5 Experts Answer

We are known in the industry for our Salesforce services and solutions. Our expertise ranges from Sales Cloud, Revenue Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Community Cloud, Customer 360 Platform, and Lightning Enablement. We always focus on innovating, empowering, and evolving to drive our clients’ digital transformations. This time, we took a step forward to ask our experts from different clouds to share their Spring22 Release notes favorites. The thoughts represent the expert’s opinion on how they see the release notes will be helpful to the business and the Salesforce community. 

Sales Cloud

The main talking points of Spring’22 Release in Sales Cloud are revenue intelligence, pipeline inspection, salesforce maps, Einstein conversations, and high-velocity sales. Here’s what our Sales Cloud Experts Sean Ouimette and Neil Buen share about their Spring’22 Release notes favorites:

Sean Ouimette, Director Engagement, A5 Corp, speaks on Revenue Intelligence and Tableau CRM.

Sean Oumitte

Director Engagement

“Revenue Intelligence uses the power of Tableau CRM and Salesforce’s Forecasting Engine to accurately dedicate my team’s time to Opportunities that are most likely to close. The Chief Financial Officer can use Revenue Intelligence to understand the Commit Forecast today and how it aligns to our Gap to Quota amongst all Sales Teams. Our Sales Leaders can take this information from the CFO to evaluate which opportunities to focus on based upon the number of activities or days within a stage. Sales Leadership can then turn to the Revenue Insights Team Dashboard each team member’s performance and their largest winning accounts. With the information gained here, Sales can communicate with Operations and Delivery to effectively create an onboarding plan far ahead of time with collaboration from the Sales Team Member. Together with Revenue Intelligence, we can bring the functions of the CFO, CRO, and COO into one central hub where they can share the same view of our committed forecast, the health of our opportunities, and future prospects that will need to be onboarded.”

“Sales teams can now see a more specific understanding of their opportunities, such as a snapshot of their opportunity KPI’s, the probability of closing, and other vital insights about their opportunity and the account. Details about the activities make it easier for the sales team to track the progress of a deal and how to move forward. A visual Pipeline Flow Chart will provide a bird’s eye view to the sales leaders to analyze pipeline changes over time. Sales Teams are now empowered to change the Pipeline inspection view opportunity records without navigating on a new tab to edit the associated opportunity like in the past. By filtering through Opportunity teams and territories, sales leaders can also see a more specific insight on a particular team and geolocation. As a Salesforce Administrator, this is an excellent alternative to Collaborative forecasting, which has limited features and insights.”

Neil Buen, Solution Architect, A5 Corp, speaking about Pipeline Inspection as a feature in Spring'22 Release

Neil Buen

Salesforce Solution Architect

Revenue Cloud

Features that gained prominence in Revenue Cloud’s Salesforce CPQ were mainly data security, browser performance, quote line editor, permission sets, quote calculator plugin. In Salesforce Billing, this Spring’22 Release highlighted features like billing adjustment, payment gateways, ACH payment, Payeezy, invoice management, and some minor bug fixes. Bob Martelle, an expert in Revenue Cloud, shares his Spring’22 Release notes favorites, especially from the CPQ side.

Bob Martelle, Solution Architect & Practice Manager, A5 Corp, speaking about CPQ Restriction Sets as a feature in Spring'22 Release

Bob Martelle

Practice Manager | Solution Architect

“Spring’22 is here, and it brings many Revenue Cloud updates. One note that I think will greatly impact CPQ Implementations is the Permission Sets upgrade. As a Salesforce Administrator, Solution Architect, or Configuration Engineer, we all know what a tedious process it can be to clone, edit, modify, and assign multiple permission sets to users. By default, there will now be four new data access permission sets that can be assigned to users directly without cloning or editing. The importance of this update is two-fold. 1) Added flexibility on the Out-of-Box Permission sets reaching a wider user base (without editing), and 2) when security updates are pushed to Organizations, System administrators no longer need to modify/update their cloned, custom sets as these security updates will be applied directly to the default permission sets created by Salesforce. Companies will benefit from an easier security model set up as well as less time and effort during configuration.”

Service Cloud And Field Service

Features that came into prominence in Service Cloud were mainly streamlined voice channel, omni-supervisor enhancement, advanced Einstein For Service including Einstein Bots, workforce engagement, incident management, forecasting, and planning. In Field Service, features like the bundler, shift management, asset management, field service mobile, and field service knowledge Content gained more prominence and some minor updates. Let’s hear from our Service Cloud experts, Matt Goodman and Ishvinder Singh, what their Spring’22 Release notes favorites are: 

“I am excited about the Spring’22 release for Salesforce Field Service. There are several improvements and new functionality that make it an even more strategic tool. For me, the most important new feature is the Bundler. The Bundler tool automatically identifies service appointments that can be completed by one resource in one visit – and then automatically combines them into a single appointment. Bundler will immediately impact operations and was a much-needed tool that all enterprises will take advantage of. It streamlines Technicians’ schedules, makes the dispatchers’ lives much easier (as most were having to manually fix appointments), lowers fuel costs, reduces travel time, and improves customer satisfaction. I am looking forward to working with companies highlighting this and many of the other changes that have come into the application”

Matt Goodman, Director Solutions And Advisory, on the Bundler Feature from Spring'22 Release

Matt Goodman

Director – Solutions and Advisory 

Ishvinder Singh, Engagement Manager, A5 Corp on the Voice Channel and the Omni Channel Flows feature in the Spring'22 Release

Ishvinder Singh

Engagement Manager 

“Though the Spring’22 Release has some significant changes to the Service Cloud, the two most striking features are the enhancements to the Voice Channel and the Omni Channel Flows. The Omni Channel Flows’ general availability and the ability to route non-real-time objects like Case and Leads using the flows is important. This makes it super helpful to the Salesforce admins to route the objects as per the rules and preferences of the Service Agents teams. There is no more need to write custom flows for Skill or Queue-based routing. Use the Omni Channel flow templates, and you are all set for a ride. Furthermore, the enhancements like seamless integration with Amazon Connect, better call transcription, using the real-time Amazon dashboard from Omni supervisor also shows how Salesforce directs for a more streamlined and cohesive contact center domain experience in the coming years.”

Marketing Cloud

The significant feature updates in Marketing Cloud were AppExchange partner apps and anonymous profiles being part of the new Salesforce CDP and Dataroma connecting eCommerce experiences. Our Marketing Cloud Experts Keith Fox and Nitin Gupta explain their Spring’22 Release notes favorites in detail how it will impact businesses and the Salesforce community in general. 

“Salesforce recently announced the general availability of its “Datorama connector for Salesforce Order Management System.” This connector feeds the Commerce information directly into Datorama for analysis by Marketers. With these eCommerce enhancements, marketing leaders can now create a marketing intelligence strategy to tie marketing spend to eCommerce results. For example, Marketers will be able to directly correlate purchase conversions with Marketing Insights such as “What Platforms Customers Transacted,” “How Specific Advertising Spend” influenced purchases, the number of orders placed, or transaction sizes segmented by Brands and Regions. Datorama’s “Insights Engine” powers this. The Insights Engine enables you to monitor and report on all marketing data in a unified platform, providing each stakeholder with the proper KPIs, trends, and drill-downs. Further examination of this information by Brand, Category, and Product Managers will enable them to tweak their Commerce offerings and positioning, and drive efficiency overall.” 

Keith Fox, GM Industries & DX, A5 Corp, talking about the Datorama Connector for Salesforce as a new feature from the Spring'22 Feature

Keith Fox

GM Industries and DX

 

“In the world of marketing, knowing your customer best is the biggest asset. Companies target customers on various filters and assumptions. Most of the customers visit the website and exit without providing the PII, which makes it difficult to track them. Salesforce solves most of the problems regarding visitors/anonymous profiles; previously, anonymous data was considered a known profile. The Spring’22 Release helped Salesforce CDP differentiate between the known and unified profiles. This is a big benefit for marketers as they can now use their campaigns in the right way to target the right customers at the right time.”

Nitin Gupta, Solution Architect, A5 Corp, shares the Anonymous Profiles feature in Salesforce Marketing Cloud new Spring'22 feature

Nitin Gupta

Solution Architect

Commerce Cloud

Salesforce Commerce Cloud became more powerful with the new updates from the Spring’22 Release. Advanced Features in B2B Commerce and B2B2C Commerce like bulk image uploads, catalog management, typo tolerance, autocorrect, commerce search, enhanced search are some of the foremost exciting enhancements. On the other hand, essential parts like Einstein Recommendation, Einstein Search Order Management, workflows, omnichannel inventory downtime are the other significant updates from the Spring’22 Release. But how will these impact businesses and the Salesforce communities? Our expert Martin O’Hara explains what’s best for all. 

“Customers are demanding B2C-like capabilities and experiences on their B2B platform, and Salesforce is delivering it. While there are many great features and functions that Salesforce is releasing this Spring22, the one that stands out the most to me is applying promotions to orders, products, customers, and categories. While promotions are typically not a staple for B2B transactions, customers ask for forward-thinking features, functions, and capabilities. And now Salesforce is delivering it seamlessly. Salesforce Commerce Cloud promotions give B2B companies even greater flexibility in interacting with customers. Promotions provide- existing customers an incentive to purchase again; the mechanism for targeting and attracting new customers; liquidating limited stock or discontinued products; and promoting new products. Adding promotions allows increased customer touchpoints giving B2B companies the ability to control and drive future transactions.”

Martin O'Hara, VP Commerce Cloud, A5 Corp, on the Promotions feature available in the Salesforcce Commerce Cloud Spring'22 feature

Martin O' Hara

VP, Commerce Cloud

Financial Services Cloud

In the Salesforce Financial Services Cloud, the Spring Release’22 notable features are record alerts, interest tags, and Tableau CRM for Financial Services with insurance dashboards. Our experts Bryan Musto and Sean Ouimette share their Spring’22 Release notes favorites and explain how they believe the new updates will be a great addition to enhance Financial Cloud better. 

Bryan Musto, Director, Head of Fins and DX, A5 Corp, on the Record Alert Feature available in Spring'22 Feature of Salesforce Financial Services Cloud

Bryan Musto

Director, Head of Fins and DX

“Financial Services Cloud is the most intuitive solution for financial services companies to enable their business on the Salesforce platform. With the Spring’22 release updates, Salesforce further establishes its commitment to empowering financial institutions to service and engage with their customers. The Record Alerts update will apprise bankers of issues with their customers’ accounts in real-time. These alerts can be managed through a dashboard and allow users to take the corrective action related directly to the alert. This will allow bankers and advisors to provide the right service at the right time for the customers and strengthen their relationships.” 

“Tableau CRM for Insurance Claims and Policy Analytics provides Claims Director access to the Closure and Financial Performance of their servicing business unit. SLA adherence and compliance can be monitored and engaged through the Claims Performance Dashboard and gives visibility to which insurance lines are lagging in terms of closure rate. Relating Average Settlement Time to open and closed touchpoints gives a correlation that they can use to establish a benchmark in interactions needed to close out an open claim successfully—the Dashboard segments Financial Performance by State, Loss Type, and Line of Business (LOB). The insights help determine where the biggest expenses paid are located geographically and which LOB it represents, so financial organizations can adjust their Loss Reserves to align better with the strategic mandates. Aligning claim team leaders, executive service leadership, and financial leadership helps to strategically manage KPIs to catch risks early and put mitigating action in place.” 

 

Sean Ouimette, Director Engagement, A5 Corp, speaks on Revenue Intelligence and Tableau CRM.

Sean Oumitte

Director Engagement 

Manufacturing Cloud

The highlights in Manufacturing Cloud from the Spring’22 Release Notes are mainly advanced account forecasting and planning for enterprise accounts, partner collaboration on forecasts, simplified forecast calculations, data processing engine templates, and most importantly, the new manufacturing cloud for service. Our Manufacturing Cloud Experts Romen Foster and Nick Whaley explain their Spring’22 Release notes favorites in detail and how they will impact businesses and the Salesforce community in general.

Romen Foster, VP, Customer Success and Key Accounts, A5 Corp, shares his Spring'22 Release favorites on Salesforce Manufacturing Cloud

Romen Foster

VP Customer Success and Key Accounts 

“Manufacturing Cloud has a robust number of features that include, but are not limited to, Account-based Forecasting, Sales Agreements, Analytics, and last but not least ERP Integration. Various customers across multiple industries have some form of an ERP system. One of their main concerns or questions is how Salesforce will Integrate with their current or future back-end manufacturing suite. Salesforce Spring ’22 release of Manufacturing Cloud enables Customers to easily integrate with their current ERP and order management system. In real-time, you can have full, integrated Order data. You can now compare your planned quantity, and revenue amounts through your ERP system, making it a handy and powerful tool. Also, integrating Manufacturing Cloud with your current or future ERP system enhances the features of Einstein Analytics, which provides a broader view and streamlines customers’ Quote to Cash/Order to Cash business processes.”

“It is true that Manufacturing Cloud bridges the gap between Sales and Operations by providing a comprehensive solution for Account-based Forecasting and Sales Agreements. However, sometimes nimble organizations need extreme precision and focus that was previously unavailable. Now with the Spring ’22 release of Manufacturing Cloud, organizations can generate Weekly forecasts to focus on key information using the new Measure Groups feature. Weekly Forecasting provides the granularity and visibility that organizations need to stay on top of key dates, such as holidays, events, or the unexpected. The new Measure Groups feature also provides quick access to the key filters in the forecast so users can focus on exactly what they need to see without being overwhelmed by too much data. For example, Weekly Forecasting with an “Opportunity Revenue” Measure Group allows Sales to plan for additional revenue the weeks before and after a holiday to ensure everything stays on track.”

Nick Whaley, Practice Director, A5 Corp, on the Salesforce Manufacturing Cloud Spring'22 favorites

Nick Whaley

Practice Director

Have questions on any particular feature and need answers? Do you have a challenge and need an expert to review it for a solution? Fret not; we have you covered. Talk to us to book a consultation with one of our experts, and let’s solve your transformational challenges. 

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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 the day-to-day business operations. He is also actively involved in establishing strategy and vision for the company, is a customer advocate with Salesforce and Oracle product development, and is also actively involved in various and industry user / special Interest groups. Since founding the company in 2004, Vinay has successfully grown the business into a leading Salesforce and Oracle partner focused on CPQ and ERP. Vinay was a very hands-on implementing and architecting CPQ solutions to over 50 complex transformation projects for various Fortune 500 companies since 1996. Vinay is a leading authority on industry/process/ technology in Configure-Price-Quote and ERP applications. Vinay graduated from Osmania University with a Bachelor of Engineering degree and from JNTU with a Master in Technology degree.