Summit’ Picks for the Top 5 Highlights of the Salesforce Spring ’22 Release

Salesforce 2022 Spring release highlights

Salesforce is the global CRM leader because of its powerful and highly-integrated platform, Net Zero impact, advanced innovation, and so much more. Although there are many reasons to be excited about Salesforce, we are looking forward to the Spring ’22 Release. Salesforce periodically releases updates that improve the performance, security, logic, and usability of the platform. Since the platform is constantly evolving, Salesforce releases three times a year (Winter, Spring, Summer) with many new features and improvements.

Our Top 5 Highlights from the Salesforce Spring ’22 Release.

Sales and Service

New out-of-the-box functionality, like asset integration, work plan integration, Service-Level Agreement (SLA) Management, and default page layouts, allow incident response teams to detect, diagnose, and resolve incidents faster. The Winter ’22 Release already introduced three new standard objects to help resolve customer cases and major disruptions. These new functionalities are designed to make it even easier for response teams to complete cases.

Platform and Apps

Salesforce is introducing Backup and Restore, a feature to help businesses stay resilient by preventing permanent data loss. In just a few clicks, administrators are able to restore data from any previous backup. This feature also includes a “Logs” tab which keeps track of each back up, policy execution, and any potential errors that may occur.

Nonprofit and Education

Enhancements to the Elevate now allow PayPal Checkout to giving pages and custom donation forms. Donors using PayPal Checkout do not have to reenter their information, making giving much easier. Elevate will clearly mark all donations received as PayPal or credit card, and transfer the information to the Nonprofit Success Pack.

Integration and Analytics

Spring ’22 is introducing Intelligent Insights and dynamic pre-built dashboards to the Tableau CRM for Public Sector to improve operational efficiency. This will fuel data-driven decisions among executives by centralizing license, permit, and inspections data. Users can track a department’s performance, identify applications and inspections that need attention, and improve workflow efficiency. Additionally, they can get immediate insights into an account’s applications, licenses, complaints, inspections, and violations from an account record page.

Net Zero, Financial Services, Health, & Manufacturing

Tableau CRM for Financial Services: Insurance Dashboards presents key claims analytics such as closure rates and average settling times across lines of business and departments, to pinpoint bottlenecks, improve workflows, enhance staffing models, and more. Users can assess financial performance to support optimal pricing and risk exposure.

Click here to read more about the Spring ’22 Release.

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"Easy to Work With"
Angie W.

Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

"Mind Blowing!"
Rachael H.

As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

"BEST Salesforce Consultant Available"
Catherine Z.

We went through 3 consultants before finding Summit. The difference was night and day, and the cost was very reasonable. They helped us get our Communities up and running in less than a week (after 2 other teams essentially dragged their feet for 9 months - yes, 9 months!). We are ecstatic! We also have Managed Services with them, for a few hundred bucks a month they are our go-to for anything Salesforce. The team is INSTANTLY responsive - like within 2 minutes. I have experienced other consultants and can tell you, there is no comparison. Hire Summit!

"Did a Wonderful Job"
Paige B.

We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

"Great Learning and Implementation"
Annette H.

Great experience with Summit. They are very knowledgeable about Salesforce and their turn around is outstanding. I am looking forward to working Part 2 of our plan with them.

"Transformation Data w/ Excellent Service"
Kay W.

The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

"Made our Dream CRM a Reality!"
Matt S.

Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

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