Slide deck from BrightGen's Spring '23 Salesforce release webinar. Presented by Keir Bowden, CTO, and covering the key new features that are of interest to our clients. You can find the recording on our youtube channel at : https://www.youtube.com/watch?v=ONjv5BvXccY

1. Salesforce Release Webinar
Spring 23 Highlights
Keir Bowden, CTO
@bob_buzzard
www.linkedin.com/in/keirbowden

2. ● Summer 22 Release
○ Fond Farewells
○ General
○ Analytics
○ Customization
○ Development
○ Experiences
○ Sales
○ Service
○ Beta
● Questions
Agenda

3. Fond Farewells

4. Davy Jones’ Locker
Async SOQL
• Spring '23
• Use Bulk API/Batch Apex
API Versions 21-30
• Currently deprecated
• Removed Summer '23
• Will error!

5. Davy Jones’ Locker
Salesforce Mobile App Community License Access
• Summer '23
• Purchase platform subscription
Salesforce for Outlook
• June '24
• Use Outlook Integration/Einstein Activity Capture
Permissions on profiles
• Spring '26
• sforce.co/3HiqBnO

6. General

7. Browsers
Edge
Chromium
Chrome Firefox Safari
Lighting Experience
(Desktop)
Lightning Experience
(iPadOS)
Experience Builder
Sites
Classic
Classic Console

8. MFA Automatically Enabled
MFA required for direct logins
• "In phases throughout 2023"
• "Eventually we'll enforce MFA"
Required, but not checked, for Single Sign-On

9. Analytics

10. Personalized Report Filters

11. Report on Analytics Subscriptions
Subscriptions
• Lightning report/dashboards + collections
• CRM Analytics Lenses
• Dashboards in Slack
Notification conditions
• CRM Analytics dashboard widgets
• Einstein Discovery model quality alerts

12. Analytics Other
Subscription limits increased
• 15 reports
• 15 dashboards
• Previously 7
Lightning report builder has feature parity with Classic
• Edit in Classic button removed from lightning report actions
Enhanced Reports on mobile GA
Filter report types by objects/fields GA
• Up to 4 objects or 20 fields

13. Analytics Other Other
Report/Dashboard collections
• Group reports/dashboards from different folders
• Enable unified experience for analytics home

14. Customization

15. Picklists
Clean Inactive Picklist Values GA
• Bulk delete inactive values
• Custom picklists with pre-defined values only
Bulk Manage Picklist Values GA
• Delete, activate, deactivate, replace in bulk
• Previously one at a time
• Custom picklists with pre-defined values only

16. Inclusivity
Pronouns and Gender Identity Fields
• Optional for Lead, Contact, Person Account
• Default (vetted) value sets
• Add your own picklist values
Add to page layouts to use
Consider privacy implications

17. Lightning App Builder
Dynamic forms:
• Supported in Case and Lead record pages
Dynamic actions for standard objects GA
• All standard objects – desktop only
• Custom objects – desktop and mobile
Customise desktop forecast pages

18. Sharing
Enhanced PII Management release update
• Stop external users accessing other users' PII data – and their own!
• Field set defines PII – admin modifiable
View full record sharing details

19. Development

20. Access element via reference
• HTML
<template>
<div lwc:ref="userInfo">
...
</div>
</template>
• JavaScript
let userInfoEle=this.refs.userInfo;
Lightning Components

21. New conditional directives
• lwc:if
• lwc:else
• lwc:elseif
Use in preference to if:true, if:false
• More performant
• Old versions will be deprecated and removed in future
Lightning Components

22. lwc:elseif and lwc:else must be immediately preceded by lwc:if or lwc:elseif
<template lwc:if={sayHello}>
Hello!
</template>
<template lwc:elseif={sayGoodbye}>
Goodbye!
</template>
<template lwc:else>
Nothing to say!
</template>
Lightning Components

23. User mode database operations GA
• Respect field level security and object permissions of current user
• Apply sharing rules
SOQL WITH clause
• List<Contact> contacts=[SELECT Id, FirstName, LastName from Contact WITH USER_MODE];
DML
• Contact ctct=new Contact(FirstName='Keir', LastName='Bowden');
insert as user ctct;
Apex

24. Specify delay when enqueueing job
• System.enqueueJob(new CheckForResults(), 5);
• Delays job execution by 5 minutes
• 0-10 minutes
Configure org-wide default delay when enqueueing jobs
• Setup -> Apex Settings
• 1-600 seconds
• Doesn't override delay parameter on enqueueJob
Apex

25. ApexTypeImplementor GA
• Identify which classes implement an interface
• bobbuzz.me.uk/Spring22Apex
SOQL Query with Bind Variable Map
Map acctBinds = new Map{'acctName' => 'Acme Corporation'};
List accts =
Database.queryWithBinds('SELECT Id FROM Account WHERE Name = :acctName',
acctBinds, AccessLevel.USER_MODE);
Apex

26. DevOps Center GA
Declarative deployment without change sets
Organise and track changes with Work Items
• Supports automation
Automatic change tracking
• Select changes to include in Work Items
Integration with Github
Deploy through clicks
• Collaborate with devs working directly in Github
Install Managed Package
sforce.co/3eg1DKa

27. See element descriptions on canvas
Improved flow element menu
Flow Builder

28. Select multiple records from a table GA
2000 element limit removed
• Other limits still apply
Flow Runtime

29. Experiences

30. Use <script> tag to add structured data
• bit.ly/3vEeU4i
Contact Support Form component available for LWR
Add alt text for images in rich content editor component
Next and previous buttons for grid component
Margin field for standard and custom components
Padding field for custom and some standard components
LWC/Aura Sites

31. Exceed person account ownership limit
• Create PersonAccountOwnerPowerUser via the API
• Associated with user id
• User must be top level of hierarchy
Micro-batching
• Error notifications when errors occur
• Add Apex tests for programmatic record creation
Performance

32. Sales

33. Customize page using Lightning App Builder
Forecast using custom date fields
• Previously Close Date, Product Date or Schedule Date
Collaborative Forecasting

34. Collaborative Forecasting Design Updates

35. Service

36. Enhanced reporting
• Swarm's related records
• Swarm member's work/skills
Required skills for swarm members
Swarming

37. Require all skills when filtering work items or agents
Notify agents with browser alerts
• Agent must enable
Supervisors can reassign agents to queues
Deploy Supervisor configurations
• Change sets or packages
Routing

38. Knowledge
Knowledge Dashboard Pack for CRM Analytics
• All Service Cloud users - View
• CRM Analytics license to Edit
• Install from AppExchange
• Includes draft articles
Change or add record types for translated articles

39. Cases
Lightning threading in Email-to-case
• Match on token and header-based threading
• Setup -> Email-to-Case -> Settings
Log a call from activities component

40. Beta

41. Configure Search Fields by Profile
Enable via Setup -> Einstein Search -> Search Manager

42. Lightning Web Security
Beta for Aura components
• Lightning Experience
• Experience Cloud sites
• Setup -> Session Settings -> Lightning Web Security
Test in sandbox!
Evaluate JavaScript in Lightning Web Security Console

43. RefreshView API
Refresh component data without a reload
• Aura and LWC
• Salesforce platform and custom components
Replaces force:refreshView in Aura
Flexible control of refresh scopes

44. Field Level Security in Permission Sets
Enable via Setup -> User Management
Enabled Disabled

45. Lightning Web Runtime Sites
Actions Bar Component
• Custom set of actions for object detail pages
Notifications Component
• Customizable, single place to catch up on notifications
Record Detail Component
• View and edit records
• Inherits formatting from site branding

46. Flow Reactive Components
Components react to changes to other components
• On the same screen!
Custom LWC and "supported components"
Opt-in:
• Setup -> Process Automation Settings -> Opt in to Reactive Screens Beta
Chatter Group:
• sforce.co/3kpc5S4

47. Flow Choice Lookup Component
Select from a list of values
• Search rather than scrolling
Supports all choice resources

48. Other – contact support to enable
Enhance Lightning Dashboards with Text and Graphics
Increase Lightning Dashboard filters
• 3 to 5
Recalculate Account Sharing Rules faster
• Virtual implicit case shares
• Grants view/edit to account owners/shared with for records owned by high volume site users

49. That’s all folks

50. Release Readiness
sforce.co/3Hbp03j
Release in a Box
• Release Notes
• Demo videos
Trailhead badge - sforce.co/3QN2wJ8

51. Questions?