Winter ’22 Salesforce Release Gem: Top 3 Sales Functionality Upgrades

Rev up your sales with Salesforce’s Winter ‘22 release!

Welcome to the world of high-octane sales with Salesforce’s Winter ‘22 release. Salesforce tightens its grip on the title of “Sales Platform World Champion” with some helpful upgrades to sales functionality.

With so many great sales changes, it was tough to pick only three to feature in this blog. To read more about the dozens of other sales changes, see the links at the bottom of this article.

1. Send Even Better Lookin’ Emails with Lightning Email Templates

Why the Change?

If your users already create their own email templates using Lightning Email Templates, which were released last year, then you know how awesome the Email Template Builder is. (If not, what are you waiting for? Turn on the Email Template Builder!) With Winter ‘22, Salesforce has kicked up its awesomeness a few notches higher.

What’s New?

Lots! In addition to the buttons, HTML, images, and rich text components you got in 2021, you can now:

• Add layouts with columns
• Control column padding
• Add rich text indentations
• Add subject lines of up to 1,000 characters (instead of 230)

Which Editions Will Get This?

This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions, as well as all editions of Pardot in the Pardot Lightning app.

How Do You Use It?

First, if you need to turn the Lightning Email Templates Email Template Builder on, read this.

In the Email Template Builder:

• To add columns, select a column layout and drag it to the canvas.

• To adjust the padding between columns, open the Row and change the Column Spacing (px) value.

• To add rich text indentations, in the “Rich Text” component, click the “Increase Indent” or “Decrease Indent” buttons to adjust your text.

• To add subjects up to 1,000 characters long (instead of 230) … well, just type it all in! 

2. Sort Upcoming and Overdue Activities Intuitively

Why the Change?

Have you ever wished you could sort your Upcoming and Overdue Activities by newest to oldest? If yes, you’re not alone. Until now, if an item coming in today had a higher priority, you’d still have to scroll down to see it. Ouch!

What’s New?

Finally, with Winter ‘22, you can sort your activity timeline from newest to oldest and decide for yourself what is highest priority.

How To Use It?

From the “Activities” tab, click the gear to open the “Settings” panel, and adjust the “SORT UPCOMING & OVERDUE ACTIVITIES” to the setting you want. Click “Apply & Save.” Problem solved!

Note that “Oldest dates first” is the default.

3. Salesforce Maps Now Allows Noncontiguous Territory Planning

Why the Change?

With so many people working remotely these days, managers need to be able to assign noncontiguous territories to people. Before Winter ’22, this was not supported in Salesforce Maps Territory Planning.

What’s New?

Now, sales managers can set the geographic profile for any territory to “Noncontiguous” and easily optimize them across multiple remote sales reps.

Which Editions will Get This?

This change applies to Lightning Experience and Salesforce Classic for Professional, Enterprise, Unlimited, and Developer editions.

How To Use It?

Using the example below, we start with a couple of contiguous territories in North Carolina. Say you want to assign two noncontiguous territories to two remote sales reps. Simply select the two territories and change their geographic profiles to “Noncontiguous.”

Then optimize the focus and see the results for the two noncontiguous territories (Virtual-1 and Virtual-2).

For further details on these and all the other exciting Winter ‘22 changes, here’s a link to the Salesforce Winter ’22 Release Notes.

Author: Erin Freed, Salesforce Consultant

 

Read more Winter ’22 Release Gems:

Top 5 Flow Changes

Optimizing Flow Execution with Start Element Change

Enterprise Territory Management

Identity Verification