Jax, FL Admin Group Presents: Spring '23 Release Highlights Presented by: Rich Englhard About this event Join us to get some key highlights from the most recent Spring '23 Release that will impact and provide value to most Orgs. These updates are already available in your Sandbox and Production Orgs as of February 10th at the latest. Did you know most new features are included with your initial purchase? Explore the latest innovations in the release to maximize your ROI from Salesforce. Some features in Spring ’23 will affect all users immediately after the release goes live, which are already available in your Sandbox and Production Orgs. If you haven't already done so, consider communicating these changes to your users so they understand the updates and know how to best take advantage of them. Other features require direct action by an administrator before users can benefit from the new functionality. Learn about some of each of these features and enhancements and which ones will benefit your organization the most. After the learning portion of our event, we will be heading over to Burrito Gallery in the Brooklyn community for Networking. Drinks and appetizers will be provided.

1. WELCOME!
Jax, FL Admin Trailblazer Community
Spring 23 Release Notes
Wednesday, May 3, 2023

2. AGENDA
3:00-3:30 Welcome & Introductions
3:30-4:30 Spring 23 Release
Presenter, Rich Englhard / Englhard Consulting
4:30-5:00 Community Group Updates and Closing Remarks
5:15-7:30 Networking at Burrito Gallery
Burrito Gallery Brooklyn Station 90 Riverside Ave #601 Jacksonville, FL 32202

3. Marc Lester
Marc.Lester@trailblazercgl.com
Sr Salesforce Consultant
Coastal Cloud
• 11+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group Leader since 2017
• Florida Dreamin’ Conference Planning Team
Member since origination in 2018 /marclester
@MarcJLester
Angela Moten
Angela.Moten@trailblazercgl.com
Salesforce Consultant / nCino Admin
American Red Cross
• 6+ Years in Salesforce Ecosystem
• Jacksonville, FL Admin Group participant since 2017
• Florida Dreamin’ Conference Speaker 2019
/angelamoten
@amoteninc
Rich Englhard
Rich.Englhard@trailblazercgl.com
CEO
Englhard Consulting
Jax, FL Admin Trailblazer
Community Group Leaders
• 12x certified Salesforce Consultant
• Flownatic, Husband, Father, Golfer
• Helping companies automate their
processes saving time and money with Salesforce.
/englhard
@DevelopingFlow

4. Welcome to the Community
Group Goals & Objectives
LEARN
Get help, answers, and
inspiration from your peers and
Community Leaders.
CONNECT
Meet Trailblazers like you and
discover opportunities from
mentorship to employment.
HAVE FUN
Enjoy a warm, welcoming
culture and make friends from
around the world.
GIVE BACK
Inspire and mentor the next
generation while building your
skills and reputation.

5. THANK YOU
to everyone that RSVP’ed today

6. Thank You to the CSX team for Hosting today’s event!!!

7. ACCOMPLISHMENTS!! CONGRATULATIONS!!

8. Career Connections?

9. New to the
Trailblazer Community?
WELCOME
to the Salesforce Ohana!!

10. Housekeeping
● Restrooms
● WiFi
● Networking after with drinks and appetizers at Burrito Gallery

11. Spring 23 Release Notes
Rich Englhard
CEO
Englhard Consulting

27. Jenn Lee’s Top Spring 23 Release Features for
Admins/Users
https://admin.salesforce.com/blog/2023/jens-top-spring-23-release-features-for-ad
mins-and-users

28. Set a dynamic report filter on the user field to present personalized results for each user. When filtering on user fields, select Use relative value, which will
automatically populate $USER into the value field.
Reports and Dashboards
Create Personalized Report Filters

29. Users of Unlimited Edition orgs can now subscribe to up to 15 reports and 15
dashboards from the previous limit of seven. For other Salesforce editions,
please contact Salesforce Support to increase your subscription limit.
Reports and Dashboards
Subscribe to even MOAR reports and dashboards

30. Once your admin goes into Reports and Dashboards Settings and selects Enable the Unified
Experience for Analytics Home in Setup. From the Analytics home, users can create a collection
and add Lightning reports and dashboards for immediate access in the Unified Home.
Reports and Dashboards
Better organize your reports and dashboards using collections

31. For users of Unlimited Edition orgs, you can now enhance your Lightning dashboards with text
and images by adding the Text or Image Widget. Please contact Salesforce Support to enable
this feature.
Reports and Dashboards
(Beta) Add text and images to your Lightning dashboards

32. Permissions enhancements
(Beta) Choose the permission sets display when setting field-level security

33. App building enhancements
(GA) Use Dynamic Actions for standard objects

34. With Dynamic Forms for Flow, you can now add lookup fields to your screen flows and create a new record directly from
a lookup field. With the regular Lookup component, you could not create a record right within the lookup field.
Flow Builder Enhancements
Easily add a lookup field and create a record directly from a lookup field to your screen flows

35. Use the Data Table component to display a table of records in read-only or allow for single or multiple record selection
and use those selections later in your flow. Additionally, there are a few new features added since Beta: the ability to
preview the data table and its columns in the screen builder, configuration accessibility improvements, and composite
field (such as Name and Address) support.
Flow Builder Enhancements
(GA) Select multiple records from a table in a screen flow

36. Build screen flows that can run within Slack that contain the following flow components: Checkbox, Checkbox Group,
Currency, Date, Date/Time, Display Text, Long Text Area, Number, Picklist, Radio Button, and Text. To make a screen
flow available for use in Slack, search for Initial Slack Setup in Setup and toggle to Accepted for the Agree to Terms &
Conditions. Once the screen flow is built that contains only the supported screen flow components, select Make Available
in Slack in the advanced section when saving your flow.
Flow Builder Enhancements
(GA) Use flow screen components with Flow in Slack

37. Bulk delete inactive picklist values from custom picklists with predefined values. From the Inactive Values section of a
picklist field, select the values and click Delete Unused Values. This sure saves time from doing it one at a time!
Customization/setup enhancements
(GA) Marie Kondo those inactive picklist values

38. Increase your productivity by managing your custom picklist values by deleting, activating, deactivating, or replacing
values in bulk. No more doing this one by one. Who has the time?! Select the picklist values and the appropriate action
(Delete Selected, Deactivate Selected, Replace Selected, or Activate Selected).
Customization/setup enhancements
(GA) Bulk manage picklist values

39. To make accurate predictions for your unique
business process, forecast using custom
dates. For example, if your company
recognizes revenue when products ship, add a
custom date field to capture planned shipping
dates. Then, use that field to create your
forecast types. Previously, based on the
forecast type, sales leaders could forecast only
by Close Date, Product Date, or Schedule
Date.
Forecast types using custom dates aren’t
supported in Einstein Forecasting.
Not Jen’s - Reporting/Forecasting
Get More Flexibility for Tracking Forecasts by Custom Date

42. Community Group Updates and Closing Remarks

43. Check out monthly at
https://trailhead.salesforce.com/quests
Exciting new ways to explore
Trailhead and earn special prizes
Each month new quests are
available with special prizes and
unique badges
Trailhead Quests

44. JOIN THE MOVEMENT & START HAVING AN IMPACT
TODAY 🤗

45. CALL OUT!!!
for
Speakers at a Future Meeting
We would love to have a customer present
about how they are using Salesforce!
Please let Rich, Angela or I know
if you are interested.

46. Upcoming Administrator Group Events
❑ June - TBD
❑ Updates from any other group leaders (Salesforce Saturday, Architect, Nonprofit, Developer, WIT or Slack)?

47. Share Your Learning and Fun!
Post, Tweet, and Share with
#TrailblazerCommunity #SalesforceOhana
@JaxFL_SF_Ohana
A few examples from previous Jacksonville Trailblazer Community Group
Meetings