Here we share our selection of the highlights we’ve identified in the Salesforce Winter'23 Release Notes. Check out this presentation to get all the details.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Customer Service in Salesforce: Managing Cases EffectivelyInternetCreations
Presentation slides from the PhillyForce meetup on 12/11/2013. Chad Meyer from Internet Creations discussed best practices for running a highly efficient support operation and previewed 5 apps to be more productive with Cases.
The Salesforce platform offers system as well as application level security capabilities for building robust and secure applications. Join us as we introduce the system-level security features of Salesforce, like authentication and authorization mechanisms that include various Single Sign-On and OAuth flows. We'll also cover declarative application-level security features, like user profiles, roles and permissions, and how an Organization Wide Security and record-sharing model enforces a finer level of access control over the data.
Salesforce Sales Cloud services are basically too help the Sales reps and help in managing connections, close the deals, to sell the products and services. The tools, included in Sales cloud are Chatter, Data.com. opportunities and quotes, work process and approval, Forecasting and Analysis, App Exchange, Partner Management, Email and calendaring, Marketing and Leads. Sales Cloud provide following features
Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy
Salesforce Sales Cloud includes a variety of services and products that help salespeople close more deals and develop stronger customer connections. Check out this presentation for more details on Sales Cloud.
Customer Service in Salesforce: Managing Cases EffectivelyInternetCreations
Presentation slides from the PhillyForce meetup on 12/11/2013. Chad Meyer from Internet Creations discussed best practices for running a highly efficient support operation and previewed 5 apps to be more productive with Cases.
Platform Events enables a new event-driven architecture for Salesforce focused on events and record changes, rather than full record processing. Join us to learn about Platform Events and what this will mean to the future of integration with Salesforce.
In this exclusive webinar, you'll learn about
- How Platform Events enable real-time integration
- Defining, publishing and subscribing to Platform Events in Salesforce
- How Platform Events work through live demonstrations
Salesforce Tableau CRM AKA Einstein Analytics helps customers to get predictive analysis of their data, scattered over multiple systems at one platform
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Checklist for successful salesforce implementationCloud Analogy
Hire a Salesforce implementation partner who can guide you beyond the initial implementation. A good Salesforce implementation partner will identify areas in your organization where you can expand Salesforce to increase the efficiency and productivity of your organization.
When you need to deliver fast, shortcuts will be taken. This is a fact when it comes to software development, and Salesforce is no different.
This is how technical debt is created. It’s a costly side effect of growth, and it cannot be ignored! Just like financial debt, if you don’t address it in time, it will accumulate and over time your teams will find themselves addressing issues with the platform instead of supporting customers and developing revenue opportunities – and this will have a direct impact on your ROI.
Case Study: Salesforce CPQ (Configure Price Quote) for Software as a Service ...Jade Global
Salesforce CPQ Case Study:
Business Requirements
Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process
Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
Configure Products based on business needs
An adaptable configuration of validation and pricing rules to prevent booking errors
Upgrade User Experience with guided flow
Enable core CPQ functions on mobile platforms
Business Challenges
OOTB functionality did not meet certain business requirements
Business changed requirements frequently causing rework
Business testing was not completed as quickly as items were being developed
Not able to properly format quotes Formatting of quote generation
Products being selected together incorrectly
Long list of products without any groupings - poor user experience
Approvals were not tracked, Lack of mobile approvals
Solution – Salesforce CPQ (Steelbrick)
Customizable quote templates
Validations to prevent users from selecting products that shouldn’t be selected together
Prompts to guide the user to review products before continuing with product selection
Enabled approvals with mobile capabilities
Connect with us:
Info@jadeglobal.com 1 877-523-3448
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
While there are many ways to build integrations with salesforce, one of the fastest growing ways is through the Salesforce REST API. Join us as we explore the current REST-ful mechanisms available to the AppCloud, and see what the next year has to offer. In this session we will discuss the Salesforce REST API structure, Authenticating to the REST API, sObject Manipulation, and Composition through the REST API.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
Deep dive into Salesforce Connected AppDhanik Sahni
A connected app is a framework that enables an external application to integrate with Salesforce using APIs. Connected app uses standard protocols, such as SAML, OAuth, and OpenID Connect to authorize, authenticate, and provide single sign-on (SSO) for external apps.
Implementing a Salesforce CRM will help you in integrating all the business related aspects on one platform. It will also help you in deriving business intelligence with ease. Salesforce implementation is not an ad-hoc activity. It requires careful planning and detailed execution.
One of the most important aspects for a new Salesforce implementation is setting up the correct security structure. Join us as we explain design considerations for setting up Security in a Salesforce instance. We'll explain usage of OWD, Role Hierarchy, Sharing Rules, Permission Sets with scenarios and discuss the impact of security for Community users.
We have prepared a detailed overview of what, based on our experience, we consider the most outstanding of the Salesforce Release Notes for Summer'22. You'll find all details in this presentation.
Platform Events enables a new event-driven architecture for Salesforce focused on events and record changes, rather than full record processing. Join us to learn about Platform Events and what this will mean to the future of integration with Salesforce.
In this exclusive webinar, you'll learn about
- How Platform Events enable real-time integration
- Defining, publishing and subscribing to Platform Events in Salesforce
- How Platform Events work through live demonstrations
Salesforce Tableau CRM AKA Einstein Analytics helps customers to get predictive analysis of their data, scattered over multiple systems at one platform
What Is Salesforce? | Salesforce Training - What Does Salesforce Do? | Salesf...Edureka!
This Edureka Salesforce Tutorial slides for beginners will take you through why Salesforce became popular, what is Salesforce, Salesforce products along with a Salesforce use case. This Salesforce tutorial video is ideal for beginners to learn what is Salesforce. You can read the blog here: https://goo.gl/rEHG4a
Checklist for successful salesforce implementationCloud Analogy
Hire a Salesforce implementation partner who can guide you beyond the initial implementation. A good Salesforce implementation partner will identify areas in your organization where you can expand Salesforce to increase the efficiency and productivity of your organization.
When you need to deliver fast, shortcuts will be taken. This is a fact when it comes to software development, and Salesforce is no different.
This is how technical debt is created. It’s a costly side effect of growth, and it cannot be ignored! Just like financial debt, if you don’t address it in time, it will accumulate and over time your teams will find themselves addressing issues with the platform instead of supporting customers and developing revenue opportunities – and this will have a direct impact on your ROI.
Case Study: Salesforce CPQ (Configure Price Quote) for Software as a Service ...Jade Global
Salesforce CPQ Case Study:
Business Requirements
Migrate all quote templates from existing tools to Salesforce CPQ as the main tool for the booking and Sales process
Support project lifecycle activities, including Requirement Gathering, Design, Development, Testing and Deployment
Configure Products based on business needs
An adaptable configuration of validation and pricing rules to prevent booking errors
Upgrade User Experience with guided flow
Enable core CPQ functions on mobile platforms
Business Challenges
OOTB functionality did not meet certain business requirements
Business changed requirements frequently causing rework
Business testing was not completed as quickly as items were being developed
Not able to properly format quotes Formatting of quote generation
Products being selected together incorrectly
Long list of products without any groupings - poor user experience
Approvals were not tracked, Lack of mobile approvals
Solution – Salesforce CPQ (Steelbrick)
Customizable quote templates
Validations to prevent users from selecting products that shouldn’t be selected together
Prompts to guide the user to review products before continuing with product selection
Enabled approvals with mobile capabilities
Connect with us:
Info@jadeglobal.com 1 877-523-3448
Website: http://www.jadeglobal.com
LinkedIn: http://www.linkedin.com/company/jade-...
Facebook: https://www.facebook.com/jadeglobal/
Twitter: https://twitter.com/JadeGlobal
While there are many ways to build integrations with salesforce, one of the fastest growing ways is through the Salesforce REST API. Join us as we explore the current REST-ful mechanisms available to the AppCloud, and see what the next year has to offer. In this session we will discuss the Salesforce REST API structure, Authenticating to the REST API, sObject Manipulation, and Composition through the REST API.
Introduction to Salesforce | Salesforce Tutorial for Beginners | Salesforce T...Edureka!
( Salesforce Training: https://www.edureka.co/salesforce-administrator-and-developer-training)
This tutorial will give you an introduction to the Salesforce CRM and talk tell you how & why Salesforce has emerged as one of the leading cloud computing companies today.
This video covers the following topics:
1. Salesforce:- Need & Rise
2. Features Of Salesforce
3. Demo: Salesforce In Action
Deep dive into Salesforce Connected AppDhanik Sahni
A connected app is a framework that enables an external application to integrate with Salesforce using APIs. Connected app uses standard protocols, such as SAML, OAuth, and OpenID Connect to authorize, authenticate, and provide single sign-on (SSO) for external apps.
Implementing a Salesforce CRM will help you in integrating all the business related aspects on one platform. It will also help you in deriving business intelligence with ease. Salesforce implementation is not an ad-hoc activity. It requires careful planning and detailed execution.
One of the most important aspects for a new Salesforce implementation is setting up the correct security structure. Join us as we explain design considerations for setting up Security in a Salesforce instance. We'll explain usage of OWD, Role Hierarchy, Sharing Rules, Permission Sets with scenarios and discuss the impact of security for Community users.
We have prepared a detailed overview of what, based on our experience, we consider the most outstanding of the Salesforce Release Notes for Summer'22. You'll find all details in this presentation.
Based on our experience, we have prepared an overview of what we consider to be the most outstanding of the Salesforce Release Notes for Winter ’22. Check out this presentation to get all the details.
Jax, FL Admin Community Group 05.03.2023 Deck.pdfMarc Lester
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.
Salesforce spring 18 release highlights by thinqloudThinqloud
Thinqloud team conducted a session where everyone prepared a presentation about Spring 18 Release Highlights and shared knowledge . This is summary from everyone's presentations.
6 July 2023 - Stephen Stanley presented a fantasic summary of his opinion of the best features of the Salesforce Summer 23 release. This included some demos. He covered such features as permission sets, retirement (mostly) of profiles, dynamic forms, flows, new report and dashboard features as well as the best new stuff for sales and service cloud.
Customer success has long been a key goal of Salesforce.com and the Salesforce.com Foundation. As part of our efforts to help you accelerate your success, we invite you to join us for a special presentation that will highlight the most exciting new release features for our nonprofit and higher education customers.
Salesforce Summer 19 Release Overview Deck.
This presentation was made by Salesforce.com, Inc. (Release Readiness Team).
For more info please check:
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001oku
Discover all the new features of the WInter'20 release of Salesforce.
The new release also brings the new Salesforce mobile application, which allows you to fully customize the user experience.
Pour cette prochaine release, nous vous proposant un évènement extraordinaire, de part ses participants mais également par sa durée de 1h30.
Les différents Salesforce User Group de France ce réunissent pour vous présenter les nouveautés de la prochaine release.
Similar to Salesforce Winter ’23 Release Highlights (20)
Service Cloud Einstein is a Salesforce solution that combines artificial intelligence (AI), CRM data and assisted processes with analytics to optimize the customer experience. It provides service agents with all the information necessary to supply timely responses to situations, it makes predictive responses, recommendations, and automates actions, representing a qualitative leap in customer service optimization.
When we talk about the world’s #1 CRM, only one name comes to mind: Salesforce. You can find a wide variety of CRM software that offer basic functionalities for efficient customer relationship management, but what is it about Salesforce that makes it so distinctive from the rest?
Pardot is Salesforce’s B2B marketing automation solution. If you’re a business who sells to other businesses, Pardot can automate your marketing activities and unite your marketing and sales departments so that they can work better together. Learn more about it!
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
Elevating Tactical DDD Patterns Through Object CalisthenicsDorra BARTAGUIZ
After immersing yourself in the blue book and its red counterpart, attending DDD-focused conferences, and applying tactical patterns, you're left with a crucial question: How do I ensure my design is effective? Tactical patterns within Domain-Driven Design (DDD) serve as guiding principles for creating clear and manageable domain models. However, achieving success with these patterns requires additional guidance. Interestingly, we've observed that a set of constraints initially designed for training purposes remarkably aligns with effective pattern implementation, offering a more ‘mechanical’ approach. Let's explore together how Object Calisthenics can elevate the design of your tactical DDD patterns, offering concrete help for those venturing into DDD for the first time!
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
GDG Cloud Southlake #33: Boule & Rebala: Effective AppSec in SDLC using Deplo...James Anderson
Effective Application Security in Software Delivery lifecycle using Deployment Firewall and DBOM
The modern software delivery process (or the CI/CD process) includes many tools, distributed teams, open-source code, and cloud platforms. Constant focus on speed to release software to market, along with the traditional slow and manual security checks has caused gaps in continuous security as an important piece in the software supply chain. Today organizations feel more susceptible to external and internal cyber threats due to the vast attack surface in their applications supply chain and the lack of end-to-end governance and risk management.
The software team must secure its software delivery process to avoid vulnerability and security breaches. This needs to be achieved with existing tool chains and without extensive rework of the delivery processes. This talk will present strategies and techniques for providing visibility into the true risk of the existing vulnerabilities, preventing the introduction of security issues in the software, resolving vulnerabilities in production environments quickly, and capturing the deployment bill of materials (DBOM).
Speakers:
Bob Boule
Robert Boule is a technology enthusiast with PASSION for technology and making things work along with a knack for helping others understand how things work. He comes with around 20 years of solution engineering experience in application security, software continuous delivery, and SaaS platforms. He is known for his dynamic presentations in CI/CD and application security integrated in software delivery lifecycle.
Gopinath Rebala
Gopinath Rebala is the CTO of OpsMx, where he has overall responsibility for the machine learning and data processing architectures for Secure Software Delivery. Gopi also has a strong connection with our customers, leading design and architecture for strategic implementations. Gopi is a frequent speaker and well-known leader in continuous delivery and integrating security into software delivery.
2. Salesforce Release Notes
2
Salesforce Release notes offer brief, high-level descriptions of enhancements and new features.
Three times per year, Salesforce
releases some upgrades, fixes, and
new features, with immediate
impact in all organization.
Salesforce Help is the new home
for the release notes, with an
improved user experience. Use
filters to display only the sections
that relate to the edition and
clouds you currently use.
Prepare for Salesforce Releases.
3. Salesforce Release Notes: Key Dates
3
Aug 26: The Release Highlights module on Trailhead is a quick and easy way to learn about features. They offer demo
videos, Trailhead modules, community forums, and more to make the process as easy as possible. Learn MOAR about
Winter ’23 features. Check out the #LearnMOAR page for new trailmixes for
admins and developers that feature highlights of the
Winter ’23 Release.
Sept 20 to 22: Release Readiness Live at Dreamforce:
SalesForce+
With each release, there are a number of blogs by community
members who break it down.
Check out the Release Readiness Trailblazer Community Group
where you can continue to get updates, share your favorite features,
and ask questions about the upcoming release.
Sept 9, Oct 7, Oct 14-15: Winter ’23 arrives!
Check the Maintenance Calendar for exactly when your Salesforce org will get the new release.
4. Salesforce Overall: General Enhancements
4
The requirement to use multi-factor authentication (MFA) when
accessing Salesforce products went into effect on February 1, 2022. All
users must now use MFA when they log in to Salesforce, whether they’re
logging in directly or using single sign-on (SSO). To help customers
satisfy this requirement, in the first half of 2023, Salesforce is
automatically enabling MFA for direct logins. In fall 2023, we’re
enforcing 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.
MFA Requirement Is in Effect and Enforcement Is Coming Create Custom Address Fields (Generally Available)
We can now create Custom Address field in Salesforce.
Previously we need to create separate text fields and they
don’t provide the same functionality.
Custom address fields use the State and Country picklists.
Check out the Multi-Factor Authentication
Assistant:
● Setup-> MFA
5. Analytics: Reports and Dashboards
5
Slack isn’t just for CRM Analytics anymore. Now all Salesforce users can
browse, search, view, share, and subscribe to Lightning reports and
dashboards using the CRM Analytics for Slack app. Teams can easily share
reports and dashboards through scheduled subscriptions or posting to the
team anytime. You can also run Einstein Discovery on Lightning reports and
share the predictions and recommendations.
● Lightning reports and dashboards appear in recents, favorites, and
searches within the CRM Analytics for Slack app. Open the menu on a
report or dashboard to view and share the item.
Subscribe to Lightning Reports and Dashboards Directly in Slack
Collaborate Around Data with Lightning Reports and Dashboards in Slack
Get reports and dashboards that you want to see regularly by subscribing for
yourself and others in the CRM Analytics for Slack app. No need to go out to
Salesforce to set up and import a subscription. You can subscribe to up to
seven reports or dashboards in Slack. A subscription refreshes the report or
dashboard on a schedule that you set and posts a snapshot of the item to you
and your specified recipients in Slack.
In the Details window of a
Lightning report or dashboard
in the CRM Analytics for Slack
app, click Subscribe.
6. Analytics: Reports and Dashboards
6
Review a Custom Report Type’s Structure During Report Creation
Not sure what custom report type to use when you create a report?
You can now view the structure of available custom report types and
choose the best one for your needs. The details panel shows the
relationships between the joined objects, and tooltips explain the
outcome of the joins.
Filter Custom Report Types by Salesforce Fields (Beta)
In a previous release we were granted the ability to filter report types
based on Salesforce objects. The Winter ‘23 release takes this a step
further and we are now able to find custom report types that contain
a specific standard or custom field. This functionality is currently in
Beta.
7. 7
Customization: Lightning App Builder
You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with
Dynamic Forms. In the Lightning App Builder, open an account, including person account, contact, or opportunity record page. Click the new
Fields tab, and place fields anywhere on the page. Or automate the process by migrating your Record Detail component to use Dynamic
Forms with the click of a button.
Enhance More Object Record Pages With Dynamic Forms
Do More with Dynamic Related List Filters
Now when you filter dynamic related lists in the Lightning App
Builder, you can select multiple filter values for picklist fields.
For example, on the Contact record page, filter a dynamic
related list to show all cases with a priority of Medium or High.
Previously, you could filter by only one picklist value.
8. 8
Customization: Picklists
We can now bulk delete inactive unused picklist values. Previously we can only delete one value at a time. Opt in to Bulk Delete Inactive Picklist Values (beta)
from the Picklist Settings page.
Bulk Manage Picklist Values (Beta)
Save time managing your picklists. You can now delete, activate, deactivate, or
replace multiple custom picklist field values at once. Previously, you modified
them one at a time. This feature is available in production and in sandbox orgs.
Opt in to Advanced Picklist Values Management (beta) from the Picklist Settings
page. This feature is available only for custom picklists with predefined values.
Clean Up Inactive Picklist Values (Beta)
9. 9
Customization: Permissions
Now when you create a field on an object, you can follow
best practices and set field-level security for a field on
permission sets instead of profiles. And rather than manually
granting access to a field in each permission set, you can set
field-level security on permission sets during field creation.
This feature is also available when you set field-level security
on a field or change the field type on a field.
Set Field-Level Security for a Field on Permission Sets Instead of
Profiles During Field Creation (Beta)
This feature will need to be enabled in User
Management Settings > Field-Level Security for
Permission Sets During Field Creation (Beta).
10. Customization: Sharing & General Setup
10
Allow Multiple Values in Restriction or Scoping Rule Record
Criteria
Configure a restriction or scoping rule to use a comma-separated
list of IDs or values in the record criteria.
To create a restriction or scoping rule using more than one value in
the record criteria, add a comma as a delimiter to separate the ID
or string values. To include a single value that contains a comma,
surround the value with double quotes (”).
Clone Lightning Apps (Beta)
The Clone (beta) action menu option in the App Manager lets
you quickly create a custom Lightning app based on an
existing custom app – a great time saving feature for Admins!
Enable Stronger Protection for Your Users’ Personal
Information (Release Update)
Enable Enhanced Personal Information Management to prevent
external users, such as portal or community users, from accessing
other users’ personal information. This feature, which replaces the
Hide Personal Information setting, secures more personal identifiable
information (PII) user record fields. You can also decide which custom
and standard user fields are considered PII. This update is enforced in
Winter ’23 and was first available in Spring ’22.
11. Marketing Cloud Account Engagement (formerly Pardot)
11
Simplify Prospect Opt-Out Status Between Account Engagement
and Salesforce
The prospect Opted Out field now requires a designated system of
record, giving you one place to check for a record’s opt-out status.
Choose between Account Engagement or Salesforce as the primary
value for the prospect Opted Out field. Previously, the Opted Out field
inherited the value from the most recently updated record.
Review Prospects with Bot-Like Activity
To protect the health of your business unit, Account Engagement can pause activity
tracking for prospects with an excessive amount of activity. When a prospect’s
activity tracking is paused, an icon appears on the prospect list view and an error
appears on the prospect record. A prospect’s activity tracking is paused only if it
impacts Account Engagement’s performance. Paused prospects who are opted in
can still receive marketing emails.
Give Users Access to Account Engagement with a Dedicated
Permission Set License and Permission Set
To accommodate Account Engagement users who don’t require full
access to Salesforce, you can now assign them the Account
Engagement permission set license and Account Engagement User
permission set. This permission set grants users access to most of the
marketing tools available in the Account Engagement Lightning app. It
doesn’t include full access to campaigns in Salesforce.
Sync All Prospect Records with One Click
Use the Sync All Prospects option to sync prospect records with Salesforce. Previously,
you needed to update a prospect field to trigger a full sync. Business units with fewer
than 500,000 prospects can trigger a full sync every 7 days.
Pardot Classic App Is Being Retired
The Pardot Classic App is scheduled for retirement in all Salesforce orgs by
October 17, 2022. To access Account Engagement in Salesforce and get access to
the latest features, use the Account Engagement Lightning app (formerly the
Pardot Lightning app).
12. 12
Sales: Productivity Features
Now your users can see all the tasks assigned to them in one
component that’s available throughout Salesforce. With the
To Do List docked in the Utility Bar, users can see, sort, and
organize all their tasks in a single actionable view. Users can
apply labels to tasks in the To Do List to customize how they
organize and prioritize them. Sales Engagement users can
also see tasks from cadences.
In the App Manager, add the To Do List to the Utility Bar for
users. Users can choose a task category or a label to focus
on the related tasks. Select a task to see details, apply a
label, or take action.
Track and Sort All Your Tasks with the To Do List
13. 13
Flow Builder
Change the order of flow elements in auto-layout faster by using cut
and paste. Previously, to move an element on the canvas, you
copied and pasted the element then deleted the original element,
and then you updated the API name of the pasted element.
Cut and Paste Flow Elements Use Formula Builder in Flow Resources and Collection Filter Elements
You can now use an enhanced formula builder in Flow Formula-type
resources and the Collection Filter element. The builder guides you through
the syntax so that you can create an expression more easily. Instead of
waiting until you save a flow, you can check the formula syntax and catch
errors as you work.
Use ISCLONE in Record-Triggered Flow Formulas
Record-triggered flows for new and updated records now support the ISCLONE
formula function. Copy your Process Builder or workflow rules formulas containing
these functions into record-triggered flows. None of these formula functions are
available in flows triggered when a record is deleted.
14. 14
Flow Builder
Now you can use record-triggered flows to update any records
related to the triggering record.
Use the Update Records element and select Update records
related to the objectName record that triggered the flow. Then,
select the related records you want to update. You can also set
filters to update only certain related records. If you don’t specify
a filter, all related records are updated.
Use Record-Triggered Flows to Update Related Records
15. 15
Flow Builder
With the new In and Not In operators, a flow accesses a collection of primitive
values to get related records without using the Loop element. The flow uses
fewer SOQL queries and DML statements, and performs faster. The new
operators support accessing collections of type Text, Number, Date,
Date/Time, Currency, and Boolean. The operators are available in the Get
Records, Update Records, and Delete Records elements.
The Get Records element gets all related contacts if their contact IDs are in
contactIDs. And you’re done.
Use In and Not In Operators in Flows to Find Related Records
16. 16
Flow Builder
Now you only see relevant picklist values when using Dynamic
Forms for Flow. Previously, all the picklist values for a field
appeared, regardless of whether a record type was provided,
and could show irrelevant values.
Filter Your Picklists By Record Type in Flow Screens
Specify Time Offsets in Months for Scheduled Paths
For each scheduled path on record-triggered flows, new offset options let you
schedule the path to run on the same calendar day of another month. Previously,
after you selected a time source for a scheduled path, you could specify offsets
only in days, hours, and minutes. Also, the Configure Scheduled Paths window
features clarified content.
When you add or edit a scheduled path, select Months After or Months Before to
run the scheduled path on the same calendar day of another month.
17. 17
Flow Builder
Now you can decide when to show the Toolbox for resource and
element management while in auto-layout. The Toolbox is
hidden by default.
Get More Canvas Space with the Toolbox Hidden Enjoy More Room When Building Flow Screens
Get a larger flow screen editor that follows the Salesforce Lightning Design
System (SLDS) standards. Now there’s more room to lay out components,
such as when working with multiple columns.
Find Flow Elements Faster with Search
The Add Elements dialog box in the Flow
Builder canvas now includes a search bar.
18. 18
Flow Runtime
Now you can search and then select more than one record with
the Lookup flow screen component. You can specify a selection
maximum and one or more default records.
How: Add the Lookup component to your screen flow and set the
Maximum Selections field to a value greater than 1.
Select Multiple Records in the Lookup Flow Screen Component Select Multiple Records from a Table in a Flow Screen (Beta)
Leverage the new Data Table (beta) flow screen component to
display a list of records on a flow screen. You can set the table to
read only, or enable your users to select one or more records and
use their selections later in the flow. And users can change the
width of table columns and wrap or truncate overflowing text.
Add the Data Table (beta) component to your screen flow and
configure the fields.
19. 19
Flow and Process Management
The next step toward retiring Workflow Rules is to disable the creation of
workflow rules. You can still activate, deactivate, and edit any existing
workflow rules. And you can still create automations in Flow. To test and
create workflow rules for use in managed packages, developer orgs still
allow you to create workflow rules.
Why: Most workflow builder use cases are now supported in and work
better in Flow. We understand that migrating your workflow rules may take
some time, but creating more workflow rules potentially creates more
migration work later on. Use the Migrate to Flow tool to make the move.
Block New Workflow Rule Creation
Access Flows from Setup and Automation Home
To better reflect the future of Salesforce Flow, the action
menus in Setup Home and Automation Home now link to
Flows instead of Process Builder or Workflow Rules.
20. 20
Security, Identity and Privacy: Domains
Enable Enhanced Domains (Release Update)
Enhanced domains comply with the latest browser requirements,
allowing your users to access Salesforce using browsers that block
third-party cookies. Because this update affects application URLs,
including Experience Cloud sites, Salesforce Sites, and Visualforce
pages, we recommend that you enable enhanced domains before
this update is enforced.
Potential Impact
• Users can experience errors when attempting to access Salesforce, including but
not limited to Experience Cloud sites, Salesforce Sites, and Visualforce pages.
• Some embedded content stored in Salesforce no longer appears.
• Third-party applications can lose access to your data.
• Single sign-on integrations with sandboxes can fail.
• Single sign-on integrations with orgs using the *.cloudforce.com and
*.database.com domain suffixes can fail.
To avoid these issues, we recommend that you test enhanced domains in a sandbox
and enable enhanced domains in production before the release update is enforced.
Before enabling enhanced domains, review the Considerations for Enhanced Domains.
My Domain URL Format Changes When You Enable Enhanced Domains
21. Release Updates: Enforced in Winter ’23
21
Enable Permission Set Expiration and Enhanced UI (Release Update)
With this update enabled, you can assign an expiration date to each
permission set or permission set group. Permission set and permission set
group assignments also use a new Lightning Experience interface and an
improved workflow. Users can be assigned to permission sets or permission set
groups with or without an expiration date. When a permission set or permission
set group has an expiration date, users can lose access to functionality after
the expiration date. By default, permission set and permission set group
assignments don’t expire. This update was first available in Summer ’22 and is
enforced in Winter ’23.
Remove Guest User Assignments from Permission Sets Associated with
Permission Set Licenses with Restricted Object Permissions (Release Update)
To improve the security of your data, Salesforce is removing guest user
assignments from permission sets and permission set groups associated with
permission set licenses that contain View All, Modify All, edit, and delete
standard object permissions. You can no longer assign guest users permission
sets or permission set groups that are associated with permission set licenses
that contain the restricted permissions. The only standard object permissions
allowed for guest users are read and create. This update was first available in
Spring ’22 and is enforced in Winter ’23.
Enable Stronger Protection for Your Users’ Personal Information (Release
Update)
Enable Enhanced Personal Information Management to prevent external users,
such as portal or community users, from accessing other users’ personal
information. This feature, which replaces the Hide Personal Information setting,
secures more personal identifiable information (PII) user record fields. You can
also decide which custom and standard user fields are considered PII. This
update is enforced in Winter ’23 and was first available in Spring ’22.