Salesforce Spring ’23 Release Highlights
Summit Technologies is excited to share some highlights from Salesforce’s Spring ‘23 release notes. Be sure to reach out to your Summit Delivery Manager or Account Executive if
you are interested in implementing any new Salesforce tools.
Some features in Spring ’23 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
As of February 1, 2022, users are contractually required to use multi-factor authentication (MFA) when they access Salesforce orgs, either through direct logins with a username and password or single sign-on (SSO) logins. To help customers meet this requirement, Salesforce is automatically enabling MFA for direct logins. This action will occur in phases throughout 2023, starting with Spring ’23. Eventually Salesforce will enforce MFA by making it a permanent part of the Salesforce login process. To avoid disruptions to your users when these milestones occur, enable MFA as soon as possible.
Salesforce Scheduler now provides integrated Amazon Chime for video calls. The feature operates in the Bring-Your-Own-Application (BYOA) model and requires that you have an Amazon Chime account. After you enable and configure video call settings, Salesforce Scheduler uses Amazon Chime for all its video appointments. Salesforce Scheduler also provides Virtual Appointment Email Templates that you can use to send notifications to unauthenticated users for their upcoming video appointments. This feature is available in the Salesforce Lightning Console and Experience Cloud sites, but isn’t available for APIs.
Service resources and customers can view their upcoming and past appointments using the My Appointments micro calendar console in Salesforce Lightning Console and using a component on Experience Cloud sites. Using the micro calendar console or the component, they can navigate to service appointment details and join video calls. The My Appointments component is available only in Experience Cloud sites created using the Build Your Own Template (Aura) template.
Get results geared toward how you work. With Search Manager, you configure your searchable fields, even picklists, to see information related to your work. You can also receive specific answers from a knowledge article to help answer your questions with Einstein Search Answers. With the help of our new Einstein Search Learning Map, you can quickly onboard to what Einstein Search has to offer.
Skip the additional workflows. You can now select a picklist field to be searchable in Search Manager. Picklist offers a selection of options available for a specific field in a Salesforce object, such as a list of regions, so that users get the most relevant results.
Einstein Search Answers instantly extracts relevant text from a knowledge article to speed up case resolution. You can also interact with the answers and copy the link or answer to your clipboard.
Use the new learning map in Salesforce Help to get familiar with the Einstein Search AI-powered search bar. Each section highlights what search offers, how it works, and how to personalize your results. Explore how you can make the most of your search bar.
Personalize Lightning reports with relative user filters. Report on Analytics subscription schedules, recipients, and attachments. In CRM Analytics, refresh templated apps with one click and navigate through dashboard pages with single-click interactions. Get Einstein Discovery predictions and recommendations in Revenue Intelligence. Give recipients more view options in Slack when you share assets using link unfurling.
Lightning reports and dashboards are more relevant and engaging with the addition of relative user filters, image and text widgets, more subscriptions and dashboard filters, and enhanced organization.
CRM Analytics Templated Apps are as fresh as a spring breeze with orchestrated app data refreshes and automatic upgrades. Streamline dashboard engagement with single-click navigation and the more efficient compact form 2.0. Stay organized and connected with enhancements to collections and Slack sharing. Refocus your advanced analytics with models (not stories) in Einstein Discovery.
Use the new Lightning Web Runtime (LWR) template for B2B stores to create a high-performance store that uses the same technology as the B2C store template and is easier to customize. Improve SEO for your stores. Use new promotion features to create progressive tier promotions and apply promotions to product variants. Display related products on one product detail page using product sets. Search more efficiently, and import data asynchronously. Configure B2B and B2C stores to use multiple currencies and ship-to countries. Offer customers an improved checkout experience with a modular checkout for B2B LWR stores, a default shipping address, and support for buyers switching accounts during checkout.
Self-provision the connection between B2C Commerce and Omnichannel Inventory. Import more inventory records in less time, and gain more visibility in shared group reservation counts.
Place orders on behalf of customers with a new UI flow, and identify whether an order summary was created on behalf of a customer. Track and manage packing for online orders. Charge fees in simple returns and cancellations. Import order data from external channels at high scale using Connect API. Provision and deactivate B2C Commerce connections.
Offer shoppers a smooth and secure checkout experience with Salesforce Payments, available for Salesforce B2C Commerce and as an application on the Salesforce platform. For B2B stores that use the LWR template, use Salesforce Payments to add credit card support at checkout.
Customer Data Platform
Customer Data Platform, formerly Salesforce CDP, helps you connect and unify data across systems, power the connected and personalized marketing experiences that your customers expect, and analyze cross-channel engagement behavior. Extend the use of Customer Data Platform by creating and installing data kits and packages. Activate data profiles to target advertising across Google and Meta. As a partner, manage package versions with the tools you choose.
Activate audience segments securely in Customer Data Platform to use in targeted Google and Meta advertising campaigns. Use out-of-the-box activation connectors to send audience lists to Google and Meta with just a few clicks.
Manage your inactive picklist values, and save time managing your custom picklists. Bulk deleting of all the inactive values for a picklist field is generally available. The ability to delete, activate, deactivate, or replace multiple custom picklist field values is generally available. Pronouns and Gender Identity are included as optional picklist fields on the Lead, Contact, and Person Account objects.
Create more flexible Lightning pages with Dynamic Forms, now available for cases and leads, and with dynamic actions, now supported for all standard objects on desktop. Build custom forecast pages to drive accurate forecasts that support your business.
Integrate more APIs seamlessly with increased limits for registrations and actions. Easily monitor your per org limits with usage gauges at the top of the External Services Home page. Specify charset for those fussy servers that require it. And in Flow Builder, declaratively describe your endpoint’s API details with the HTTP Callout feature (beta) to automatically generate an external service with invokable actions. Connect Salesforce to MuleSoft AnyPoint Platform with fewer clicks from the MuleSoft Services page in Setup.
Salesforce Function Updates
Marketing Cloud is the premier platform for delighting customers with 1:1 customer journeys. It enables you to build a single view of your customer, leveraging data from any source. Plan and optimize unique customer journeys based on your business objectives. Deliver personalized content across every channel and device at precisely the right time. Measure the impact of each interaction on your business so that you can optimize your approach in real time and deliver better results.
Decrease subscription quantities, sell more easily in self-service channels, and include up to 100 lines per transaction. Note a Salesforce CPQ Plus and Salesforce Billing change to asset relationships.
Streamline sales management processes, automate reps’ work, and close deals faster with new enhancements to core and productivity features. Revenue Intelligence users can try Account Discovery, a new feature with dashboards and Einstein Discovery models. Enablement teams can use Einstein Conversation Insights to verify if their programs are changing how reps talk to customers. Take the dynamic Activity Composer for a spin where everything is one click away. Determine compensation for reps based on their territory assignment dates. Design marker layers that get attention from more reps in Salesforce Maps.
Work with a new, improved forecasts page experience, and track forecasts based on custom dates. Determine your reps’ compensation when you track their territory assignment dates using Enterprise Territory Management. And break up record details in leads with Dynamic Forms.
Your reps’ productivity surges with the new dynamic activity composer, where everything is one button click away. Inbox users can give customers the power to select the best meeting time by including a link in their emails. Inbox users with an Outlook or Gmail integration can propose future meeting times with one click. And sales engagement boosts the use of your company’s cadences. If a rep uses an email template that’s also the first step in a cadence, the rep is prompted to add the email recipient to the cadence.
Let sales reps build their own processes to manage cadence targets they own, create their own outreach action templates, add targets to multiple cadences, and complete cadence tasks directly from the To Do List.
Try Account Discovery, a new Revenue Intelligence feature that provides dashboards and Einstein Discovery models. Account Discovery helps you see which of your accounts has potential for upside growth and which need attention. See the new forecast trending chart or Einstein Discovery models in Revenue Insights. If you have created multiple forecast types in Collaborative Forecasts, you can now switch between them in Revenue Insights.
See how your sales teams can benefit from the exciting new features available for Enablement. Use Einstein Conversation Insights data in outcomes and milestones to verify that your programs are changing how reps talk to customers. Plus, your Enablement teams get a slew of new features to help build programs quickly, easily, and to their preferred specifications.
Define how long Salesforce CDN stores CMS content for a channel. Assign the new content author role to CMS workspace contributors. In enhanced CMS workspaces, use CMS Workflows to route your content to workspace contributors for review and approval. View content version history and restore previous versions of published content. Find content more easily with smart searches.
MuleSoft Composer for Salesforce is now Flow Integration. Flow Integration makes it easy to integrate data from any system with clicks, and invoke processes in any flow. When you create a secure process to connect the information stored in different systems, you build a real-time, integrated view of your customers and business.
Use advanced settings to make your orchestration a template so it can be used as a starting point for other orchestrations. You can now select Record-Triggered Orchestration from the Core tab in the New Flow window. Users can now complete assigned orchestration work items on their mobile devices.
Salesforce for Slack Integrations
Use Slack and Salesforce together to connect with customers, track progress, collaborate seamlessly, and deliver team success from anywhere.
And these are just the highlights! Stay tuned to Summit Technologies for more great Salesforce Spring ‘23 details!