Case Management Summer '22 Release Notes

Client Notes

Learn about the improvements for client notes Case Management (version 1.32) in Summer '22.

• We added Quick Text to Client Notes. Quick Text helps you create consistent notes and save time by having some parts of the note, such as the sections, pre-populated.
• We modified the tags feature so you can choose whether to let everyone create their own tags or create a standard set of tags everyone uses.
• We added filters to the full note history component on the Contact record so you can search by tag or keyword.
• We added the ability to print client notes. Use the filters and date limits to narrow your selection.

Guidance Center

If you are a new Salesforce customer, look for Guidance Center to help you to understand how to get started with setting up your org, and to be sure that you have a successful Salesforce implementation. Guidance Center is an in-app hub for admins to access resources for common tasks. We have built specific guidance so that admins can get information on preparation, implementation best practices, and customization options.

Learn more about Guidance Center.

Fixes and Other Enhancements

Review the fixes and minor enhancements Case Management (version 1.32) in Summer '22.

• We created the Action Plan After Insert Template Flow. This flow associates tasks to the Contact, giving users more visibility into which tasks relate to which client.
• We added more colors to the assessment chart component and made it so colors are reused when there are more than 12 elements on a chart.
• We fixed a bug where the first field of a new Client Note wasn’t always in focus.