Salesforce Spring ’22 Release: Admin, Security & Reporting Updates

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It’s that time of year again when we all get excited about the Salesforce Spring ’22 release. So we thought that we’d share our most anticipated updates with our network, to ensure that you’re completely up to par on the new changes that will be made.

These aren’t by any means all of the changes that are happening in the Salesforce Spring ’22 release, but here are some of our favourite Salesforce Admin and Reporting updates. If you want to learn more, check out the Salesforce Spring ’22 Release Notes in full.

Salesforce Admin: Spring '22 release updates

Security updates in the Salesforce Spring ‘22 release

Security has been a hot topic in recent months, thanks to several prominent tech organisations like Google announcing plans to increase funding for it following a White House summit on cyber security.

It’s not surprising then that Salesforce is stepping up its game with the Salesforce Spring ’22 release. Salesforce will be implementing a few security updates to improve how we all conduct our business online.

Prepare for Multi-Factor Authentication

From 1st February, you will be required to use multi-factor authentication (MFA), when using Salesforce products. Find out how to set up MFA in a jiffy here.

“Multi-factor authentication now being a mandatory enablement means that organisations will have an extra layer of protection. By requiring users to authenticate to Salesforce using more than one device, the likelihood of a user account becoming compromised is significantly reduced”.

Rickash GoolabSalesforce Consultant

More protection for personal information

To prevent portal or community users from viewing other people’s personal information, you can enable Enhanced Personal Information Management. This function will replace the Hide Personal Information setting and will secure more personal identifiable information (PII) user record fields. You can also change the PII data in custom and standard user fields.
To enable more protection for personal information:

Go to Setup,
In the Quick Find box, enter User Management Settings
Select User Management Settings.
If Hide Personal Information is enabled, deselect it. Enable Enhanced Personal Information Management.

Better management of permissions

It’s simpler to search for and filter users when assigning permission sets and permission set groups. With the Salesforce Spring ’22 release, you can manage expiration dates for those permissions.

To enable this feature, follow the below instructions:

From User Management Settings, enable Permission Set Group Assignments with Expiration Dates (beta).
Go to the Permission Set Group or Permission Set page, and click Manage Assignment Expiration.
On the Current Assignments page, you can view permission set or permission set group users. To create a user assignment, click Add Assignment. On the Add Assignment page, you can search for and filter users.

“It is now possible to give additional access in Salesforce to certain objects or features for pre-determined lengths of time. For example, a staff member may perform additional duties to cover for someone who is out of the office. You can assign the additional permissions required and have those automatically revoked when the other staff member is due to return to work”

Rickash GoolabSalesforce Consultant

Salesforce Reporting: Spring '22 release updates

Reporting updates in the Salesforce Spring '22 release

Reporting with Salesforce has evolved considerably over the years. And this spring, Salesforce hasn’t failed to deliver. There are a few changes to reporting, that will help you to access information more easily and efficiently.

Experience easier access to reporting

With the enhanced report type selector, you can find recently used report types fast, and see the fields and objects that are included. With the new Salesforce Spring ’22 release, you can view which report types are standard or custom, and ensure that the number of available report types are manageable by hiding the ones that you don’t need. If you want to access recently created reports, then you can check the list view.

To enable this you can:

Go to Setup.
In the Quick Find box, enter Reports and Dashboards.
Select Reports and Dashboards Settings.
Select Enable Recommended Report Types (Lightning Experience only)
Save the changes.

Benefit from inline editing in reports

The Salesforce Spring ’22 release brings to life more inline editing. By doing so, you may make changes in a report without rerunning reports. Fields now come with a pencil icon to show that you can edit it. If fields are not editable, then it will show a lock icon.

To enable this you can:

Go to Setup.
In the Quick Find box, enter Reports and Dashboards.
Select Reports and Dashboards Settings.
Select Enable Recommended Report Types (Lightning Experience only)
Save the changes.

“Inline report editing means users don’t necessarily have to switch back to the source record in order to make data updates, saving them time”

Rickash Goolab Salesforce Consultant

The Salesforce Spring ’22 release is here and so it’s time to take advantage of Salesforce’s new features. So make sure that you are prepared and ready to optimise your digital readiness to benefit from increased efficiencies that Salesforce has built into the Salesforce Spring ’22 release.

If you’re ready to jumpstart your Salesforce journey to success, or you need a hand navigating the release or evaluating whether these changes are for you, then our team of experienced Salesforce Consultants can help you. Salesforce, as a platform, can seem overwhelming and our Salesforce experts who can do much of the heavy lifting for you. Choose a Salesforce Partner that understands your needs and has a history of successful Salesforce implementations.

To find out how Pracedo can help with Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Pardot, CPQ and Billing, Salesforce Community Cloud or Salesforce Nonprofit Cloud, get in touch today on +442035100910 or click here to schedule a call with our Consultants.

Pracedo is an award-winning Summit (Platinum) Salesforce Consulting Partner that delivers innovative Salesforce implementations to forward-thinking customers.

With over a decade of experience focused on Salesforce, we work with our customers to unlock the platform’s power through tailored implementations that facilitate achieving business goals and ambitions. Our talented team of over 80 Salesforce professionals globally means that Pracedo offers a boutique consultancy experience, delivered locally to you, with the breadth and depth of knowledge earned from delivering over 1000 projects across our locations.

Pracedo specialises in Digital Transformation and Change Management. Implementations and customisations include: Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement, Salesforce Revenue Cloud, Salesforce Experience Cloud and Salesforce Nonprofit Cloud.