October 5, 2021

What’s the Excitement about Salesforce Winter ‘22 Release?

Let’s look at some amazing features in Salesforce’s Winter ’22 release that companies can leverage to engage with their customers and grow business.

On October 10th, Salesforce made its Winter ‘22 release public for all its users. The new release has some very exciting features that promise to help companies build seamless customer experiences. For example, companies can now create microsites to get leads without additional expenses on websites. They can use enhanced bot templates with pre-built conversational texts. There’s more!

So, without further ado, let’s look at some amazing features in Salesforce’s Winter ‘22 release that companies can leverage to engage with their customers and grow business.

5 Amazing Features of Salesforce Winter ‘22 Release That Businesses Must Know

AI to Close More Deals

Salesforce’s Einstein uses data to uncover deep insights and build great experiences for customers. It helps companies to make accurate predictions about business outcomes and guide the employees on the next steps. Salesforce has enhanced Einstein AI. Salesforce had included opportunity scoring in the Standard Sales Cloud license in the last few releases. The new release has made it easy for the sales team to check the sales deals within a specific timeline and use predictive scores to identify priority deals and close them. Einstein AI can also help the sales team to identify potential risks at an early stage and avert them to close the deals successfully. Given the complexity involved in converting the leads, companies are excited about the prospect of leveraging AI to focus their efforts on leads with higher intent and closing the deal with them.

Pipeline Inspection

Salesforce had introduced the Pipeline feature in its Summer ‘21 release. Pipeline inspection helps the sales team to take a close look at their sales pipeline, determine the health of the deals, and focus on the ones that show chances of conversions.

Some new features have been introduced in the Winter ‘22 release to help the sales team maintain a quality leads pipeline. These enhancements include:

  • An option to flag key deals for easy reference
  • Using AI to identify deals that are unlikely to close in a specific month
  • Prioritizing the deals using Einstein’s Opportunity Scores
  • Guiding the sales team to update their deals regularly
  • Getting an overview of the deals that might not get closed soon

Sales teams often lose track of the status of their pipelines while trying to close the deals. With Pipeline inspection, sales teams get a clear picture of their pipeline and can prioritize the opportunities accordingly. No wonder, companies love the updated new feature in this release.


Automated Salesforce Workflow

Some businesses have complex, multi-step sales processes that are spread across different teams. These sales processes could get complex after a point. Automation becomes important at such a critical time. Salesforce has enhanced its Salesforce Flow that helps the team to automate complex processes. The new release allows the team to:

  • Use Salesforce Optimizer to delete redundant or inactive workflows and improve the workflow
  • Use Process Builder feature allows the team to examine original record values
  • Apex limit or Apex governor restriction helps teams to avoid exceeding the per-transaction limit
  • Admins can also easily customize the screen flows instead of creating new ones from scratch using a template

Updated Sales and Services Cloud

Salesforce Sales Cloud helps companies to manage complex sales processes through simple product catalogs, seamless quote and order management, targeted sales journeys, etc. It helps the sales team to improve conversion rates and close deals quickly. Service Cloud helps companies reach out to customers on the channels they prefer, enable seamless customer support, provide unified customer data, and improve customer care support.

The Winter ’22 release has introduced some updates to the Service and Sales Cloud.

  • Service Cloud: Companies can create intelligent bots with just a few clicks with the help of templates and workflows available. The beta feature is available in different languages. Companies can also use external services and model sharing to scale the bots in the Sales Cloud platform. Companies can leverage visual remote assistants to set up virtual calls between the agents and clients. Customer Service Incident Management has introduced new objects that help customers resolve significant incidents faster by tracking, diagnosing, and fixing issues impacting the services. As everyone has complete visibility into the case and customer data, the customer service and ops teams will be able to deliver better customer experiences.
  • Sales Cloud: The enhanced features included in the Sales Cloud are Einstein Deal Insights, territory planning, variance testing that helps analyze and test email templates and call scripts to achieve success. There’s also a live sales cadence that makes real-time adjustments to optimize the sales cycle, boost efficiency, and deliver results.
  • Sales Cloud: The enhanced features included in the Sales Cloud are Einstein Deal Insights, territory planning, variance testing that helps analyze and test email templates and call scripts to achieve success. There’s also a live sales cadence that makes real-time adjustments to optimize the sales cycle, boost efficiency, and deliver results.


Lead Management

We have saved the best for the last. The new release saw a new feature called microsites that allow companies to build mini-websites without incurring the overhead expenses of creating a new site altogether. These are useful for building purpose-driven sites that are focused on supporting specific marketing and sales initiatives. Salesforce provides templates that companies can use to develop the microsite. They can be integrated with Salesforce CMS for seamless content delivery. These microsites can collect user data to generate and track new leads and opportunities efficiently.

Apart from the mentioned features, Salesforce has released plenty of other features and enhancements in the Winter ’22 release. The objective is to help companies improve their sales and customer service processes and maximize their ROI.


As the Salesforce partner, we have been using Einstein and Sales and Services Cloud along with other features to build a 360-degrees customer engagement for companies. The new features and enhancements have excited us, and we look forward to leveraging them to build more customer-centric products for companies in the future.

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