May The Fourth Be With You 2023.pdf

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Salesforce Admin Group
Nottingham, UK
nottingham-uk-admins@trailblazercgl.com
@NottsAdmnUG

Cat Mayfield
@catmayfield
https://www.linkedin.com/in/catmayfield/
cat.mayfield@trailblazercgl.com

6:00 PM Doors open
6:15 PM Meet the Member - Mark Allerton
6:30 PM Becoming an Innovative Admin is E.A.S.Y! - Nana
Gregg
7:15 PM A word from our Sponsor- Gearset
7:30 PM May the Force Be With you Quiz - Sponsored by
Gearset
7:45 PM Early Summer 23 highlights
8:00 PM Chatting in the virtual Cantina

Becoming an Innovative Admin is
E.A.S.Y!
Nana Gregg

And Now …
A word from our Sponsor

Jedi, Jedi, Sith
Sponsored by Gearset

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If everyone is moving
forward together, then
success takes care of itself

The Internet is becoming the
town square for the global
village of tomorrow

Life is really simple, but we
insist on making it
complicated

I never ask that question
until after I've done it!

Make ten men feel like a
hundred

Love all, trust a few, do
wrong to none

I think everybody
understands how important
the cloud is

Journalists immediately think of me as a
resource for a quote or comment because
they know that I will be available to offer
fresh insight and meet their deadlines

I like ﬁrsts. Good or bad,
they’re always memorable

Your focus determines your
reality

I believe in innovation and that the way
you get innovation is you fund research
and you learn the basic facts

I have failed a lot in my philanthropy,
where I will make philanthropic
contributions and they just won't be
effective

we say that people overestimate what you
can do in a year and underestimate what
you can do in a decade. This is true in
philanthropy as well.

You can’t stop change any
more than you can stop the
suns from setting

The biggest problem in this
universe is nobody helps
each other

Coming together is a beginning;
keeping together is progress;
working together is success

The future belongs to those
who believe in the beauty of
their dreams

In the face of so many global challenges,
it’s especially important that we harness
our resources to create a more fair,
sustainable, and equitable world

There are a lot of politicians
who are just obstructionists.

Nothing is impossible, the
word itself says 'I'm
possible'!

This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP financial and
other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin improvement, expected revenue
growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares
outstanding, market growth, environmental, social and governance goals, expected capital allocation, including mergers and acquisitions, capital expenditures and other
investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. The achievement or success of the matters covered by
such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the
Company’s results could differ materially from the results expressed or implied by the forward-looking statements it makes. The risks and uncertainties referred to above
include those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with
our ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the Slack Technologies, Inc. transaction; the impact of
Slack Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and
operational relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn
and market volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid
unanticipated downtime and prevent, detect and remediate performance degradation and security breaches;
our ability to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform
providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing
the Internet, and those addressing data privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such
as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product
features, including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses
and strategic partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our
business; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and
innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success
of our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our
dependency on the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties;
fluctuations in, and our ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the
performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights;
our ability to develop our brands; the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in
connection with potential jurisdictional transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and
lease obligations.
Forward-Looking Statements
031621

Summer ’23 Release
Overview Deck
Prepared by the Global Readiness team
Slice and dice this presentation as needed to train yourself
and your users on the Summer ’23 release highlights.
If you’re looking for a high-level overview across all the
clouds, check out Release in a Box (Available ~May 5th)

This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP financial and
other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin improvement, expected revenue
growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares
outstanding, market growth, environmental, social and governance goals, expected capital allocation, including mergers and acquisitions, capital expenditures and other
investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. The achievement or success of the matters covered by such
forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the
Company’s results could differ materially from the results expressed or implied by the forward-looking statements it makes. The risks and uncertainties referred to above include
those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with our
ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the Slack Technologies, Inc. transaction; the impact of Slack
Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational
relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market
volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid unanticipated
downtime and prevent, detect and remediate performance degradation and security breaches;
our ability to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform
providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the
Internet, and those addressing data privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such
as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features,
including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic
partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our
business; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation
in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our
international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our dependency on
the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our
ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value
of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our
brands; the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in connection with potential
jurisdictional transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and lease obligations.
Forward-Looking Statements
031621

Improved Sharing for Custom Reports
Addresses one of the top voted ideas on IdeaExchange!
Customer Need
Sharing reports for custom report types should function in
the same way that standard report types do.
Solution / How To Conﬁgure
Remove the role hierarchy dependency and allow
un-drilled reports to just use sharing settings to determine
visibility.
Use Case
Organizations don’t want the reports created from custom
report types to drill to the running users role by default.
Impact
User experience and productivity

Enhanced Lightning Dashboards
Rich Text, Image and Top 5 Filters
Customer Need
Desire to add enhanced data to Lightning Dashboards.
Rich text and images can now be added to Lightning
Dashboards, and top level filters are also increased from 3 to
5. Submit a ticket to Salesforce Support to activate this
feature.
Use Case
Ability to add images such as logos and banners.
Ability to add Text to different components.
Ability to filter the Dashboards and make it more focused.
Impact
Unlimited Edition
only

Support for Quick Actions on Related
Lists (Open Beta)
Feature is auto enabled and is in Beta for Summer ‘23 release
Customer Need
Admins currently have no way to add custom quick actions to the
related list and need to add actions on the highlight panel which
impacts user experience.
You can now use custom quick actions on the related lists and they
will be able to conﬁgure custom quick actions both on Page Layout
Editor and Dynamic Related List in App Builder. Only Create/Update
Quick Actions are supported.
Use Case
Mass Create Quick Action directly from the Related List
Mass Update Quick Action to update e.g. status of more than one
case from the Account Related List
Impact
End user and admin productivity

Dynamic Forms Horizontal Alignment
Align fields across columns on lightning pages
Customer Need
End-users want better visual experience on lightning pages with
dynamic forms configured on it. This feature enables admins to
configure horizontal alignment of fields across columns in a
field section component.
Set “Align Fields Horizontally” attribute on Field Section
component in the Lightning App Builder.
Use Case
Optionally align fields across columns in a field section
component on lightning pages with dynamic forms.
Impact
Enhanced user experience

App Clone
App Manager Enhancements
Customer Need
Admins often need to create custom apps for different
departments and business units in their organizations with similar
use cases. These apps may have a few differences but creating
them from scratch can be time consuming and inefficient.
Within the App Manager, select a custom app and click on the
drop-down to Clone.
Use Case
Quickly clone apps and make changes like branding, form factor
support, navigation style, utility bar as well as app assignments
without having to start from the beginning.
Value Proposition
Admin productivity

Set Field Level Security on Permission
Sets instead of Profiles
Customer Need
Admins can now easily set FLS on permission sets during field creation
or edit making it easier to use permission sets over profiles.
Setup -> User Management Settings -> Set FLS on Permission Sets
Setup -> Object Manager -> Object -> Create New field
Setup -> Object Manager -> Object -> Field -> Set Field Level Security
Use Case
Admins are using permission sets and permission set groups over
profiles when they grant their users access to fields. This feature
improves efficiency by avoiding needing to navigate to every
permission set individually to set FLS.
Impact
Admin Efficiency

*Enabled by default for Case & Contact objects in Sandboxes for all customers in Summer ‘23, and Production for all
customers in Winter ‘24. Opportunity enablement will occur in Sandboxes in Winter ‘24, and Production in Spring ‘24.
Faster Sharing Recalculations
Record Access and Sharing Improvements
Customer Need
Creating and adjusting sharing rules, modifying org-wide-defaults,
changing record owners, adjusting roles, and more can take
signiﬁcant time - especially when performing annual sales
realignments.
For Case and Contact objects, enable this change through a release
update. For the Opportunity object, contact Salesforce Support
through a a feature activation case.
Impact
~3x performance improvements observed in early testing
(dependent on customer data shape and conﬁguration).
Youtube Video Demonstration
Linkedin Article and Knowledge article

Delegate Administration of
Permission Set Groups
Customer Need
You can now delegate assignment of permission set groups
through delegated admin!
Navigate to Setup, Delegated Administration, and see the new
section for Assignable Permission Set Groups.
Use Case
User needs to be able to assign permission set groups without
full admin rights. This limits which permission set groups they
can assign.
Impact
Admin Eﬃciency

User Access Policies [Open Beta]
Apply User Access Automatically or in Mass
Customer Need
Easily grant or revoke user access to permission sets, permission set
groups, permission set licenses, package licences, groups, and
queues.
Enable in user management settings. Once enabled you will be able
to conﬁgure up to 20 User Access Policies in an active state or as
many as needed for mass migration.
Use Case
Identify users by attributes on the user record, user entitlements, or
set an active user access policy to apply access when users are
created or updated.
Impact
Admin Eﬃciency
UE & EE
only

Dynamic Forms on Mobile (Open Beta)
Customer Need
Our customers have highlighted the need to provide a simpler
experience for end users while on the go.
Available on an opt-in basis from the mobile settings area in the Setup
menu. Once opted in, enable the feature from Lightning App Builder.
For pages that have already been upgraded to Dynamic Forms,
remove the Record Detail - Mobile component from the page, and
forms will be rendered on mobile. For pages that have not yet been
upgraded, the legacy component will no longer be added to the page
upon upgrade, and Dynamic Forms on mobile will work without
additional conﬁguration.
Use Case
Tailor layouts based on record data, user details, and form factor.
Impact
Mobile user productivity and experience

Briefcase & Global Action
Debugging in Test Harness
Customer Need
Developers building LWCs for offline usage need an easy
way to debug iteratively and see all logs, Salesforce
interactions, and data flow in offline scenarios.
The mobile offline test harness enables developers to debug
LWCs for offline app usage. Now you can leverage Briefcases
and global quick actions to go fully offline with the test
harness and do iterative debugging.
Use Case
Call offline LWCs from the Landing page via a global action.
Impact
Developer productivity

The “Create New Process
Builder” Button Is Disabled
Customer Need
We will be initiating an end-of-life for Process Builder and Workﬂow
Rules. We realize that migration of existing automation is a very
long process, but in the interim we want to ensure no additional
eﬀort is invested into new automations using Process Builder.
Solution
The radio button for creating new and cloning an existing process
as a new process has been disabled. Existing processes can be
edited, activated, deactivated, and have new versions created, so
admins can still manage all their existing automation. The API has
not been touched, so admins doing CI/CD or migrating between
orgs or sandboxes will also not be impacted. Developer Edition
orgs will not be impacted.
Impact
Org scalability and performance

Migrate to Flow Supports
Scheduled Actions
Customer Need
Customers need to migrate their Process Builder processes to Flow
Builder ﬂows. We have an automated migration tool to help you in that
process. It now supports Process Builder processes with scheduled
actions.
Solution / How to Conﬁgure
The Migrate to Flow tool will migrate a row with scheduled actions as
long as only one row of criteria is selected. This allows for the Process
Builder decision element to be migrated to an entry condition which will
ensure the Scheduled Path runs correctly. If multiple rows are selected,
only the immediate paths will be migrated.
Use Case
Admins migrating from Process Builder to Flow want to use the Migrate
to Flow tool to migrate Scheduled Actions criteria groups.
Impact
Faster migration, admin productivity

Flow Builder Canvas Enhancements
Customer Need
Simpler and easier ﬂow building experience for users
that’s inclusive to those that are sight impaired.
This feature provides an element button - a small circle
that, when hovered over, expands to a plus button. There
is now less white space between elements and element
icon colors are updated with higher contrast.
Use Case
Simpler canvas that requires less scrolling.
Impact
User productivity
Inclusivity for those sight-impaired

Reactive Screen
Components (Open Beta)
Customer Need
Screen Flows today are over reliant on the ‘Next’ button to get
components to talk to each other. With reactivity you can
consolidate screens to prevent user decision fatigue and increase
form completion eﬃciency, accuracy, and speed.
Conﬁgure screen components so that they react to the changes in
other components on the same screen.
Use Case
A Sales rep uses a ‘Contact Quick Edit’ form to quickly make
changes to an accounts’ related contacts as they are on the phone
with them, saving them from jumping around Salesforce records.
Impact
User productivity

Customer Need
Screen Flows today are over reliant on the ‘Next’
button to get components to talk to each other.
With reactivity you can consolidate screens to
prevent user decision fatigue and increase form
completion eﬃciency, accuracy, and speed.
Formula Resources on a screen that reference
components on the same screen will now
automatically calculate real-time. Simply set a
component’s default value to a formula resource.
Only certain formula functions are supported and
the org must be opted into the Reactive
Components Beta and using the latest API version.
Refer to documentation for details.
Reactive Formulas
(Open Beta)
At Runtime
Conﬁguration

Choice Lookup (now GA)
Incremental search using Choice Lookup
Customer Need
In the world of Screen Flows, organizations need a
component that simplifies the process of selecting options
from a long list.
Create a new component named “Choice Lookup” and
construct different Resource Types using Configure Choices.
At “Choice Lookup”, once you start typing in the component,
results are fetched automatically.
Use Case
Viewing a large number of records that cannot be displayed in
the dropdown
Impact

Display number of items fetched and selected items
Data Table Enhancements
Display maximum of 1500 items
Customer Need
A data table is an extensively used feature, which needs
adequate performance while scrolling down the table.
We restricted Data Table to display 1500 records which
ensures that the table remains responsive and fast. To
improve the transparency and usability of the table, we
started showing the number of items that are fetched and the
number of items that the user selects from the large list of the
Data Table.
Use Case
Examine many records without any performance degradation.
Impact
Improved performance - ~1.5 seconds to Search 25k records

Data Table Enhancements
Search for a desired record
Customer Need
Fast access to a desired record inside the Data Table.
We have improved the user experience to quickly ﬁnd
the relevant record using the search bar, which can be
enabled from the Data Table properties.
Use Case
As an Insurance Agent, I would like the ability to search
for a policy via the search bar.
Impact
User productivity (avoid scrolling)
Search enabled in the Data Table

Get External Data into Flow
HTTP Callout GET method
Customer Need
Organizations need a way to declaratively automate Salesforce
processes based on external system data to reduce the dependency
on developers for integrations.
Create named credential to configure auth to the endpoint. From
the Flow Action element, create a reusable HTTP Callout action.
Use GET method to perform a callout that gets data from any
HTTP-based API. Use output of action within your flow.
Use Case
Real-time currency exchange rates within a screen flow.
Bring weather data onto a contact record.
Perform a credit score lookup and update record with status.
Impact
Reduce code
Increase productivity

Post Data to External
Systems (Open Beta)
Customer Need
Organizations need a way to declaratively add Salesforce data to
external systems to reduce the dependency on developers.
Create a reusable HTTP Callout action and use POST to perform a
callout that adds resource to any HTTP-based API. To set Request
Body, create resource and select Apex-deﬁned type that parses the
action’s Body. Then add an Assignment element, select the output
variable from the previous step and map each body ﬁeld.
Use Case
Add records to ext. system when products are added to Salesforce.
Add leads and contacts to external marketing automation tool.
Process a payment transaction through an ext payment gateway.
Impact
Reduce code
Increase productivity

Send Email Action
Enhancements

Track Emails Sent for the Send Email Action
Customer Need
Organizations need traceability and history of automated emails.
Automatically log to a record’s timeline when an email is sent using
the Send Email action. Log to a person record (leads, contacts, person
accounts), a non-person record (account or opportunity), or both.
Note: Logging emails with the Send Email action changes the API
called by the action, which can impact your daily email-sending limit.
To send and log an email to a contact record and also log to its related
account record, set Log Email on Send to {!$GlobalConstant.True} (1).
Then, set Recipient ID to the contact record’s ID (2) and Related
Record ID to the account record’s ID (3).
Impact
Increase visibility of what emails have been sent to which customers

Use Email Templates for Send Email
Reuse email content for your Flow emails
Customer Need
Organizations need the ability to reuse email content for automated
emails powered by Flow.
Use email templates in the Send Email action. If your email
template has merge fields, you can use the recipient record, a
related record, or both to populate the merge fields.
Use Case
For example, to send an email to a contact using an email template
with Contact and Account object merge fields, set Email Template
ID to the ID of the email template to use (1). Then, set Recipient ID
to the contact record’s ID (2) and Related Record ID to the related
account record’s ID (3).
Impact
Increase admin productivity

Send Time Optimization
Customer Need
Organizations are often unsure how to time sending emails to
generate the maximum level of engagement. This Send Time
Optimization (STO) feature will generate a unique pause duration for
each individual via the Einstein API.
Solution
STO will be applied using the new simple email send process in the
Salesforce Starter experience. STO will also be available within the
Send Email Action on the ﬂow canvas.
Use Case
Send an email to individuals across the globe at the best time so that
they are more likely to engage with the content.
Impact
User productivity and customer satisfaction
Flow STO Email Send Action
Email Simple Send Modal
Timely Customer Communication

Flow Orchestration
Improvements

Wait Until Date, by Amount of Time
Usability / Simplification
Customer Need
Users often need an individual to wait until a specific date or time
before they are allowed to move on to the next step in a flow. The
existing general purpose Pause element provides a complex and
potentially overwhelming set up experience. This new wait element
provides a drastically simplified, more intuitive, and easier to use set
up experience.
From the Flow Element Menu, select the “Wait Until Date” or “Wait
Until Time” options. When the panel opens, create a label and
optional description. Select the specific date, time, and timezone
when the flow should resume.
Use Case
As a User, I want to set a wait based on a date so that I can quickly
and easily establish a designated break between elements.
Impact
User productivity

Resources Refresh
Customer Need
During the execution of a Flow orchestration, Salesforce
records can be updated outside of the automation and we
want to make sure data is always up-to-date when an
evaluation (like a decision element) happens.
We have implemented an automatic refresh mechanism to
ensure that all data referenced in an orchestration is
up-to-date at any point in time.
Use Case
Take a decision based on a specific field on the record
which triggered my orchestration. This field might have
been updated since the orchestration was triggered.
Impact
Data integrity and user productivity
Resources are up to date when the run resumes

Work Items: To-Do List
Customer Need
Organizations need to be able to find assigned work
items easily so that they can complete the work they
are requested to do.
The To-Do List is the new go-to place for Salesforce
users to find the relevant work they have to do.
Use Case
As a Sales Cloud user, I want to quickly find all work
items assigned to me so that I can do my work more
efficiently.
Impact
User productivity
Access work items from the To-Do List

Customer Need
Sales organizations create multiple opportunities that represent the
same deal in order to represent the deal by product mix, resulting in
complex implementations.
Enable an Opportunity Product Split for an Opportunity Split type
and add the Splits Component to Opportunity layouts.
Use Case
Sales users can deﬁne splits by product line item.
Users can specify team members and their credit for each product in
the deal. Flows and triggers can also be leveraged to create an
opportunity product split.
Impact
Faster time to value
Scalability in Opportunity implementations
Opportunity Product Splits
Team Selling by Product Mix
Sales Cloud Enterprise &
Unlimited Editions

Opportunity Product Split Reports
Report on Opportunity Splits
Customer Need
The added capability in Summer ‘23 for Opportunity Product Splits
opens new requirements to be able to report on deals that contain
splits by product mix.
New standard Opportunity reports can be used to see Opportunities
with Product Splits, and Opportunity Product Schedules with Product
Splits.
Use Case
Sales organizations can see how their opportunities are being
credited, and visualize Opportunity split roll-ups and details for team
members.
Impact
Sales user and sales operations productivity
Unlimited Editions

LWC Calendar
Calendar Home is now a Lightning Web Component
Customer Need
Limitations in the number of events viewed on the calendar existed,
and the way events were displayed was diﬃcult to navigate.
Limitations in the Aura implementation of calendar prevented new
features from being implemented eﬀectively.
Navigate to Activity Settings in Setup and enable “Use Lightning Web
Components for Calendar Home” to turn on the new Calendar
experience.
Use Case
Calendar users get a view of up to 500 events on their schedule.
Ability to quickly scan upcoming meetings with longer text and
overlapping tiles.
Impact
User productivity

See Deals Relevant to You
With Improved Filters
Customer Need
Sales-supporting roles (e.g. Sales Strategy) and sales managers
whose reps are on the opportunity team want to see deals relevant
to them.
To view any other user’s pipeline, you must have “View All Records”
permission on Opportunities. To see deals where your reports are on
the opportunity team, the manager and reps must be in the same
branch of the role hierarchy and using opportunity teams.
Use Case
Filter Pipeline Inspection to see another user’s pipeline.
Filter Pipeline Inspection to see where your direct reports are on the
opportunity.
Impact
Allows users to understand deal health and pipeline progress.
Unlimited Editions

Get Started Fast with Pipeline Inspection
Customer Need
Lack of awareness of Pipeline Inspection available as part of
Sales Cloud licenses, and users don’t discover the tool even
after it’s enabled.
Starting in Summer ’23, Pipeline Inspection will be the default
opportunity list view in newly created orgs. Users will have
access to PI when assigned the Standard User or Admin
profiles, or one of the PI permission sets.
Use Case
More effective pipeline reviews
Better deal hygiene out-of-the-box
Impact
Sales user productivity and efficiency
Unlimited Editions

Easily Update Deals in Pipeline Inspection
Inline edit more fields without filtering by record type
Customer Need
Sales users want to update their deals with as few clicks as possible.
Users can now inline edit checkbox, email, phone, and URL fields by
clicking on the fields in their Pipeline Inspection view. Users must
have edit permissions on the opportunity record and the field they
are trying to update.
Use Case
Inline edit more field types without filtering to a single record type.
Sales reps can keep deals up to date easier.
Impact
Accurate reporting and seamless collaboration.
Sales user productivity and efficiency.
Unlimited Editions

Native Forecasting Charts
Get a clear visual of forecast health
*Historical trending on ForecastingItem must be enabled
Customer Need
Organizations need way of understanding their forecast health -
including recent changes and comparisons to previous periods - to
make informed decisions.
Enable historical trending on ForecastingItem, then toggle in the
forecasts header to switch to chart view.
Use Case
Provide high-level overview of their forecast performance
View recent forecast changes to quickly identify and respond to
potential issues
Impact
Comprehensive view of forecast health
Identify forecast trends and patterns
EE, UE & Suites

Bring Your Own Data to Forecasts
Make external data visible in your forecast
Customer Need
Organizations often need to navigate between Salesforce and
external applications where data is stored to drive accurate
forecasting decisions.
A custom column can be created on the forecast page to bring
in data from external sources via API. Admins can extract data
from external sources using Object ﬁeld mapping and Forecast
settings.
Use Case
Sales Leaders can holistically view all forecasting details in one
place.
Impact
Single Source of Truth
Forecast accuracy and conﬁdence
EE, UE & Suites

Product Splits Forecasting
Drive forecast accuracy for complex deal motions
Customer Need
Organizations with complex go to market motions need to credit
and forecast for the diﬀerent roles involved in a deal by products.
Create a Forecast Type with ‘Product Splits’ as an Object grouped
by ‘Product Family’ to align with your business structure.
Use Case
Forecast is visible by product split % for Core Reps and Specialists.
Values grouped by Product family drives better forecast accuracy.
Impact
Clarity on forecast credits that feeds into compensation goals
Easier collaboration on complex deals
Forecast accuracy and conﬁdence
EE, UE & Suites

Enhanced UX Optimizations
Eﬃcient and user-friendly forecasting experience
Customer Need
Forecasting users need a streamlined and clutter-free view of their
forecast data, with clear visual cues to quickly identify relevant
information.
UX enhancements are automatically enabled. To use the Einstein
side panel, Einstein forecasting must be enabled. Mobile signals are
available when historical trending is supported and enabled for
ForecastingItem.
Use Case
Easily view your Einstein forecast prediction data.
Stay informed about forecast changes with mobile change signals.
Impact
User experience
Eﬃciency and productivity
Transparency and visibility
PE & above, Einstein
Forecasting Req’d
*Einstein side panel is only available for orgs that have purchased Einstein forecasting.
Mobile signals require historical trending, which is only available in EE & above.

Revenue Intelligence
Sales Rep Command Center
Customer Need
Revenue intelligence analytics
experience tailored for the Sales Rep.
Solution
New templated dashboard available via
the Revenue Insights app setup.
Use Case
Sales reps are able to view progress
towards quota, stuck opportunities,
overdue activities, stage progression,
and amount changes.
Impact
Sales rep productivity

Revenue Intelligence
Support for Territory Hierarchy
Customer Need
Use of the territory hierarchy type in Revenue Insights (previously
only role hierarchy was supported).
Solution
If you created a territory hierarchy in Collaborative Forecasts, you
can now use that hierarchy type in the Revenue Insights app setup.
Use Case
Territory forecasts give your team a snapshot of how expected
sales compared between territories.
Impact
Clicks, no code

Enterprise Territory
Management

Relaxed Model Lock
Edit territories unaﬀected by rule execution
Customer Need
Organizations need a more agile, performant approach to managing
territories and assignments while rule logic is running.
No action required. The new functionality is readily present in the
product.
Use Case
Multiple planners working in the same model will no longer disrupt
each other when running rules at a territory level.
Impact
Ease of use
Performance

Related List for Leads
See Users in Assigned Territories on Leads
Customer Need
Sales, service, and other supporting roles need to see who
shares their Lead assignment in order to drive next best
actions.
Add the related list “Users in Assigned Territories” to the Lead
page layout.
Use Case
See valuable shared territory assignments on Leads and drive
collaboration.
Impact
User productivity
Collaboration

Optimization Updates
Better support for new features
Customer Need
Feedback that the new non-contiguous optimization features
occasionally produced results that did not meet expectations.
When optimizing for non-contiguous, we added an extra step
that increases balance by swapping low value units and
respects locked units when trimming.
Use Case
Designing territories for inside and phone sales reps.
Impact
Intelligent results and ROI

Boundary Updates
Use your own fields
Customer Need
Organizations may want to use their own boundary field values
when assigning units to boundaries in Territory Planning.
Enable this functionality from Data Management configuration,
then populate the Boundary and Country fields during dataset
creation.
Use Case
Territory Planning uses latitude and longitude to assign units to
boundaries. By using this feature instead, you can use your
own boundary fields, which will result in better matches when
publishing to Enterprise Territory Management.
Impact
Ease of use
Territory Management Integration

Performance Updates
Assign units faster
Customer Need
Organizations that are working with large data volumes and
assigning more than 50,000 records may experience long wait
times for assignment changes to take eﬀect in the tool.
Update the area assignments of a large number of units from
the map. Update the area assignments of a large number of
units using a CSV ﬁle.
Use Case
Update area assignments of a large number of units faster.
Impact
Ease of use
Performance

Intuitive Cadence Timing
Enhanced capabilities to time-guided touchpoints
New cadences will be created with the new structure. Existing
cadences will need to be migrated upon edit.
Customer Need
Cadence creators need better control over cadence steps.
Relative Starting and Due Timing can be deﬁned at each
individual step, which will start within the user’s personal
operating hours. Quick Cadences now oﬀer repetition and
steps advance quicker than before.
Use Case
Instead of hourly waits, we can control the number of days and
exact time of day for when steps are assigned.
Impact
Higher connect rates with customers
Unlimited Edition
& Sales Engagement
Add-On Req’d

Manager Automations and Reminders
Manager-led cadence orchestration
Automated Actions will require a separate admin pref and perm sets to enable.
Customer Need
Managers need a way to enable their teams with guided selling
without needing IT or ops support assistance.
Managers can create automations for their teams.
Automations can be set to remind mode.
Use Case
Managers can now deﬁne guided selling motions.
Impact
Improved automation scalability.
Unlimited Edition
& Sales Engagement
Add-On Req’d

Meetings Digest and Booking
Meetings Digest will require admin pref enablement
Customer Need
Sellers need to eliminate back and forth emails to schedule meetings
based on their own available times.
Reps can schedule with recommended meeting slots directly from
records with a single click. Meeting scheduling will respect the reps’
availability preferences and Meetings Digest is now available to all
sales users.
Use Case
Automate booking meetings at sellers’ preferred times
CRM insights within event records
Impact
Seller productivity
Eﬃcient meetings
PE+ for Meetings Digest
Inbox/SE Add-On or UE required
for booking
Simplify scheduling with automation

Einstein Bots for Sales (Open Beta)
Enhanced capabilities to time-guided touchpoints
Customer Need
Increase sales rep eﬃciency by bringing interested
prospects directly to them from your website. Chat with
prospects directly on your website or insert the right
seller’s calendar link directly into the chat experience.
Use Case
Replace static and clunky lead forms with live
conversations, bring qualiﬁed conversations to sellers in
real-time
Impact
Seller productivity
Unlimited Edition
& Sales Engagement
Add-On Req’d

Fix Connection Issues with Status Reasons
Surface errors and other sync issues
Customer Need
Admins need to know which users are experiencing
connection issues, what those issues are, and what to do
about them.
The new “Connected Account Status Reason” is now part
of the User Status table found in EAC Setup “User Status
Node.”
Use Case
Ability to check on “health” of all users
Help users experiencing connection or sync issues
Impact
User experience and satisfaction

Data Capture Metrics
Gain more visibility into the status of synced data
Customer Need
Understanding the last time that EAC captured event data by
AWS is critical for an organization.
When a conﬁgured user’s data is captured, the last data capture
timestamps are updated. The new “Last Data Capture” card is
now found in EAC Setup “User Status Node.”
Use Case
See the last time that EAC or Inbox captured Email and Event
data, check on EAC’s capture status by verifying that emails
have been captured and/or events have been synced recently.
Impact
Performance
Data and systems integrity

Data Capture by Config
Data is only captured with explicit configuration by admin
Customer Need
Organizations can ensure that data capture and the types of data
captured by EAC are limited to users explicitly configured by admin.
Previously EAC users without admin configuration only rely on user
consent to capture emails and meetings.
The secure data capture is going to apply by default for all new and
existing EAC customers. For orgs who previously relied on default
data capture without explicit configuration now need to complete
the required setup to continue using EAC.
Use Case
With security being top of mind for many orgs of different sizes,
customers need to have full control over what types of user data,
e.g. Emails or Meetings, are being captured by EAC. It can now be
enforced at the org level by admin setup.

Customer Need
Organizations often have specialized use cases for In-App Guidance
which require pointing user attention to specific fields on creation
modals and record pages.
In Setup, go to In-App Guidance and click Add. Select Single Prompt
when adding one prompt only or Walkthrough when adding a series
of prompts. Select Targeted Prompt for the prompt type and use
Targeting Mode under Prompt Position to target a record field
Use Case
Onboarding new users through record creation and management.
Managing changing and new fields on important records.
Enforcing data quality for certain record fields.
Impact
Greater personalization of IAG experiences
Field Level Targeting
In-App Guidance Improvements
Feature auto-enabled for both freemium and paid versions
Essentials, Professional,
Enterprise, Unlimited, and
Developer editions

Guidance Center Split View
Enhanced Guidance Center user experience
Customer Need
Learn Salesforce more eﬃciently and in an integrated fashion by
seeing elements on the page that relate to learning.
Users can pin the Guidance Center to enter split-view mode and
remove its overlap with the page the user is on. Open Guidance
Center from the global header and click the pin icon. The page enters
split view mode showing the full page you’re on and the Guidance
Center without any overlap. Unpin the Guidance Center and exit split
view mode by clicking the pin icon again.
Use Case
Learning in the ﬂow of work
Impact
Learner productivity
Learner experience
Note: For orgs with Enablement license, the Guidance Center is in pinned state by default

Service Catalog
Streamline common service requests
Customer Need
Enable Admins to automate time-consuming processes without
the help of IT and easily expose them in Self-Service.
Solution
A curated collection of common service requests that are
powered by automated workflows can be exposed to customers
via all self-service touchpoints including an Experience site.
Use Case
Expose automated workflows such as reset password, extend
warranty, etc. Expose workflows to gather customer inputs for
handling a service request by an agent.
Impact
Increase case deflection
Improve CSAT
Service Cloud EE/UE
and CC/CC+

Lightning Editor (Open Beta)
Customer Need
Provide an improved composing experience for Email-to-Case
composers, with features like a full-screen mode, advanced
table editing, accessibility checker, and seamless copy/paste
from Google/Microsoft.
Go to the Release Updates in Setup, and enable the beta.
Use Case
All agents composing emails in the docked composer or the
case feed composer will see the new and improved Lightning
Editor.
Impact
Increased agent productivity

Find Contact Associated with E2C
New Flow Template
Customer Need
Organizations lacked a way to easily construct a flow to find a Contact
in CRM that was associated with an individual who emailed the
Email-to-Case routing address.
We have created a new template in Flow called “Find Contact
Associated with Email-to-Case” which will offer a starting point for
how to search Contacts for an email address, and automatically
associate the incoming case with the found contact.
Use Case
See a related contact when a case is selected and this Flow runs.
Impact
Agent productivity

All Incidents Tab
Requires Core Service Cloud License and for Customer Service Incident Management to be enabled
Customer Need
Incident teams want to see the newest and all incidents from one
place while keeping the context of the Salesforce record.
Incident teams can use the default list view to edit, delete, or attach
the incident to a case without leaving the utility. By default, the All
Incidents list view is shown in the All tab. To show a different list
view, edit the All Incidents list view filters or add a custom view in
Lightning App Builder.
Use Case
Increase incident visibility from anywhere in Salesforce
Easily attach related cases and more effectively work a case
Impact
Business and agent efficiency
Scalable communication
All Editions Except
Essentials
Incident Alerts Utility improvements

Lightning Article Editor (Open Beta)
Customer Need
Provide features like a full-screen mode, advanced table
editing, and seamless copy/pasting from external sources.
Go to the Release Updates in Setup, and turn on the beta
from there. We are the ﬁrst knowledge product to include
an accessibility checker, which automatically scans articles
for WCAG (ADA, accessibility) violations.
Impact
Agent and writer productivity
Lower Time to Creation for Articles
Increased article and service quality

Article Personalization (Open Beta)
Tailor articles to your service agents
Customer Need
Organizations want to customize which parts of their articles they
show to which audience, allowing them to deliver knowledge that’s
tailored to the user.
Go to the Release Updates in Setup, and turn on the beta from there.
Use Case
Location-based visibility (e.g. a GDPR field that’s only visible to
European agents), tier-based visibility, permission-based visibility,
role-based visibility.
Impact
Reduced knowledge base maintenance costs
Reduced average handling time
Note: Article Personalization only works in Lightning Experience, not on Experience Cloud.
Audience visibility is defined on a field level.
Lightning
Experience Only

Einstein GPT - Generative Responses
Customer Need
Agents need a faster way to reply to customer questions and
want to spend their time adding value to the conversation,
rather than writing or repeating the same response across
customers.
Conﬁgure Messaging for In-app and Web and Einstein GPT
Reply Recommendation component.
Use Case
Automatically generate/suggest responses to assist agents in
a Messaging conversation with a customer.
Impact
Reduce Average Handle Time
Increase CSAT
Einstein GPT innovations

Einstein GPT - Summarization
Customer Need
Agents need a quicker and a faster way to wrap-up after a
customer conversation ends.
Requires Live Agent and Einstein Case Wrap-up. We will
auto-summarize the chat conversation into three buckets -
issue, summary and resolution.
Use Case
Auto-generate a summary from a chat conversation between
a customer and an agent so that agent is spending less time
wrapping up a case.
Impact
Reduce Average Handle Time
Increase CSAT
Einstein GPT innovations

Animated GIF Support
Messaging for In-App and Web
Customer Need
Organizations want the ability to send their users an
animated GIF to better communicate a series of steps for
resolution.
Agents are able to send an animated GIF from the agent
console to end users of Messaging for In-App and Web.
Use Case
GIFs allow customers to provide a visual along with written
steps.
Impact
User satisfaction

Pre-Chat Dropdown Menu Support
Messaging for In-App and Web
Customer Need
Dropdown menus are important to allow for proper routing to the
correct bot, queue or skill.
Configure a dropdown menu in Embedded Service Pre-Chat settings,
and manage the field label and dropdown choice text in the Custom
Label settings. Can also support all Salesforce-supported languages.
Use Case
Allow users to select from predefined options that an admin can use
in an Omni-flow to ensure that the session gets routed to an agent
who can address the user’s need.
Impact
User satisfaction and productivity

Customer Need
Ability to customize the Salesforce Field Service Mobile
application, with full functionality for mobile workers,
regardless of network connectivity or quality.
Solution
Enhancements to offline Lightning Web Components in
the SFS Mobile App.
Use Case
Offline Images [GA], GraphQL [Beta], Custom Nav/Tabs
[Beta].
Impact
Flexibility of development
Worker productivity
Offline Mobile Extensibility

Customer Need
Ability to customize the Salesforce Field Service Mobile application,
with full functionality for mobile workers, regardless of network
connectivity or quality.
Solution
Standard LWC samples, built by the Salesforce Field Service team,
allows organizations to easily deploy extensions. Samples can also be
used as a template for creating custom app experiences.
Use Case
Schedule Follow-up Appts
Mobile Dashboard
Image Upload (Settings, add Text, Filename, Description)
Impact
Admin productivity
Customer and partner adoption
Worker productivity and personalization
Lightning Web Component Samples

Customer Need
Handle appointments that can be performed remotely or be
taken from anywhere, adding no travel time to the
resource’s day.
Solution
A new property on the Service Appointment called
“OﬀsiteAppointment” will indicate to the scheduling and
optimization services whether this appointment can be
performed remotely and the address is to be ignored.
Use Case
Virtual or remote work scheduling
Impact
Productivity
Resource utilization
Locationless Service Appointments
Enhanced Scheduling & Optimization

Outcome-based Contracts
Customer Need
There is a market shift from entitlement-based contracts
towards performance outcomes to strengthen customer
relationships, increase asset life spans, and provide the
desired customer experiences from products.
Solution
Service Contract outcomes tracking and reporting
capabilities provide clear visibility over target compliance.
Use Case
Sell an outcome measure of 99% uptime for an equipment
and track achievement against that target.
Impact
CSAT
Revenue
Sustainability

Customer Need
Intelligently generate maintenance work based on
predicted assets’ usage rates.
Solution
Predict at what usage value to generate a work order
ahead of its target usage value for maintenance.
Use Case
To generate work 30 days ahead of time for a primary
vehicle, generate its work order after 9K miles so that it
will be serviced at about 10K miles.
Impact
Asset Uptime & Availability
NPS/CSAT
Service Productivity
Predictive Usage-Based Preventive Maintenance

Knowledge Articles in LWR
Customer Need
Organizations have asked for the ability to show Knowledge Articles in
Experience Cloud’s Lightning Web Runtime (LWR).
With the brand new and improved Article Detail component for LWR,
customers have the flexibility to hide field labels, and we no longer show
the Title and UrlName fields on the Article Detail page. Create a new LWR
site, add Object Pages for Knowledge in the Builder, and drag the brand
new Article Detail component to the Knowledge Record Detail page.
Use Case,
Allow our customers to create self-service / help portals.
Create self-service portals in LWR.
Impact
Self-Service success and CSAT
Case deflection
LWR ONLY

Responsive Component Visibility
Show/hide any component on any device
Customer Need
Organizations want better control over their site design but hiding
components that are not required on certain form factors.
Customer can choose to Show or Hide any component by turning OFF
the Component Visibility property from the Component’s property
panel.
Use Case
Organizations don’t want to expose all components on all devices.
Impact
Better rendition of content on a wide variety of displays.
Better control over site design.
Better UX for end users.
Enhanced LWR
ONLY

Responsive Spacing Properties
Responsive Padding and Margin on LWCs
Customer Need
Design responsive websites that display content well across Desktop,
Tablet and Mobile form factors.
Padding and Margin properties for OOTB components are responsive.
You can make Padding and Margin properties responsive for custom
LWCs as well.
Use Case
Enter diﬀerent spacing properties based on the device form factor,
without aﬀecting the other form factors.
Impact
Better rendition of content on a wide variety of displays.
Control over site design.
Better UX for end users.
Enhanced LWR
ONLY

Expression Based Visibility
Show/hide component based on an expression
Customer Need
Organizations often need to hide/show components on the site,
based on the site visitor.
Site admin can add expression based visibility to a component by
visiting the visibility tab in the properties panel of the component and
building the expression using User details.
Use Case
A site admin can show/hide a component based on an expression.
Example: Show registration component for guest users and hide the
component for authenticated users.
Impact
Personalized experience for site visitors
Enhanced LWR
ONLY

Customer Need
Provide site users a way to self serve by searching knowledge articles
and allowing search for various salesforce standard, custom objects in
a site.
Site Admins can add Salesforce standard and custom objects to the
results layout component. They can choose CRM Object as a data
source and then conﬁgure the objects they want to be searchable.
Use Case
A site user can now search Salesforce standard, custom objects in a
LWR site.
Impact
Reduce customer support queries
Increase in productivity of customer sales, partners and employees
Create a robust search experience for the site visitors
Search from an LWR Site
Search for CRM Records & Knowledge Articles
LWR ONLY
A few objects such as Events, Tasks are not searchable in this release.

Marketing Cloud
Account Engagement

Account Engagement Optimizer
Monitor and improve account performance
*Optimizer auto-enabled for all Account Engagement Editions and visible to Administrator user roles.
Customer Need
Marketers aim to optimize their business units and proactively
self-rectify any issues to reduce support downtime.
Identity critical tasks to be done to prevent business stopping issues.
Follow recommendations, next steps, and best practices to ensure
your business unit remains in a healthy state.
Use Case
● Leverage Table Action Management to pause/resume jobs
and ensure those most pressing campaigns are prioritized
ﬁrst.
● Monitor and adjust automations to reduce prospect changes
via the Prospect Change Monitor.
Impact
Better monitor and adjust processes
Improve and prioritize top campaigns
Available in all Account
Engagement Editions

Data Cloud Integration
Easily integrate Account Engagement and Data Cloud
Customer Need
Leverage the power of Data Cloud to create smarter audiences that can be
used in Account Engagement for B2B marketing.
Connect Account Engagement business units in Data Cloud Setup and create
a data stream. Marketers then create segments in Data Cloud, connect those
segments to a list in Account Engagement, and use that list in any marketing
or automations in Account Engagement.
Use Case
● Use more 3rd party data from Data Cloud for Account Engagement
marketing (e.g. ERP purchase data to cross-sell)
● Use more Salesforce data for Account Engagement marketing (e.g.
use line item object in a multi-product order for cross-sell)
● Enable better account-based segmentation
● Create a more complete 360 degree view of the customer B2B with
marketing data from Account Engagement in Data Cloud
Impact
Targeted audiences for marketing eﬀorts
Better engagement
All Account Engagement Editions
EE+ Only Salesforce Editions

API V5: Engagement Studio
Copy Engagement Studio Programs
Customer Need
Marketers aim to optimize their business efficiency by creating a
singular engagement studio program, and utilizing it in additional
business units.
Read and create an Engagement Studio Program details from the
program definition file. The program definition file provides the
instructions to copy the program steps and structure of the program.
Use Case
● Clone strategically produced engagement programs across all
business units, to maximize efforts of the original build.
● Make cloning ES programs marketer approachable using a
screen flow via Salesforce Flow.
Impact
Increase efficiencies across business units
Execute programs at scale globally
Engagement Editions

Bulk Action API V5
Execute a prospect record action at scale
Customer Need
The Bulk Action API is designed to perform the same prospect
action at scale across a set of records. Supports Hard & Soft
Delete.
Create Bulk Action Job, Poll Bulk Action Job, and repeat for full
population within limits per cycle (100K Ids)
Use Case
Admins can use their preferred tools to identify stale prospects
and automatically have them moved to the recycle bin. Once
in the recycle bin, they can be permanently deleted.
Impact
Increase data hygiene across database
Improve system performance removing recycled prospects at
scale
Engagement Editions

Email Sending Domain Validation Key
Monitor and verify domain validation
Customer Need
Email sending domains will require a new validation key in
order to be ‘verified’.
Salesforce historically used a DKIM entry to verify an email
sending domain. These domains will be marked as ‘legacy
verified’, and the new validation key will be available for
existing sending domains that were not previously DKIM
verified. The entry can be found by navigating to: Domain
Management > a particular email sending domain > ‘Expected
DNS Entries’ under Actions > Validation Key
Use Case
This validation key allows customers to prove domain
ownership and ensures customers are sending emails only
from sending domains where they have proven ownership.
Engagement Editions

Opted Out Sync Behavior Change
Three options to utilize for your consent behavior
Customer Need
Additional consent option to address consent scenarios.
The following will be the options available to customers:
● Use Account Engagement’s value - Use the latest value
from the Account Engagement record.
● Use Salesforce’s value - Use the latest value from
Salesforce Lead/Contact Record.
● Use the most recently updated field value* - Use the
latest consent field value between Lead/Contact &
prospect.
○ *Requires field level history to be turned on for
the Lead/Contact Email Opted Out field.
Impact
Greater flexibility around managing consent
Track behavior between CRM and Account Engagement
Engagement Editions

Enforced changes
● MFA Auto-Enablement Continues: Find Out When and How Your Org Is Affected (Release Update)
● Deploy Enhanced Domains (Release Update)
● No new Process Builders
Delayed
● Salesforce Platform API Versions 21.0 Through 30.0 Retirement (Release Update)
New
● The Classic Knowledge data model is no longer available starting with the Summer ’25 release. All
Classic Knowledge need to be migrated to Lightning Knowledge by 1st June 2025.

Flow
● Get Field Visibility Errors during Flow Runtime
● Reference Choice Sets Only in Choice Components
● View Standard Flows in Flow Trigger Explorer
● Flow user permissions are now all consolidated under a new Flow and Flow Orchestration section in
App Permissions. Previously, they were dispersed throughout System Permissions.

Service
● Knowledge - new standard review Date ﬁeld
● Knowledge - Schedule Publication to a 15 minute time window

Also …
● Maximize Your Productivity with Calendar Enhancements
● Migrate to Hyperforce with Hyperforce Assistant
● The CASESAFEID function now converts only valid Salesforce 15-character IDs to case insensitive
18-character IDs.
● The Quick Create technology enhances the speed at which Full sandboxes are created or
refreshed.
● Permission sets to limit who can use each organization-wide email address

Next Meetings:
In Person - 6th July
Virtual - 7th September
In Person - 9th November
Virtual - 11th Jan

May The Fourth Be With You 2023.pdf

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