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11 Features of the Winter '23 Release of Salesforce Admins Shouldn't Ignore

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Ethan Lucas
11 Features of the Winter '23 Release of Salesforce Admins Shouldn't Ignore

Salesforce Consulting Service Providers in the northern hemisphere are starting to experience the first cool breezes of winter. The Winter '23 Release Notes have been accessible since August 17.

 

Here is a summary of what we believe to be some of the highlights that administrators should test out in their Winter '23 production organizations and sandboxes (available since late August). This option is merely an appetizer, and we hope it will tempt you to order the main dish. Salesforce makes the Release Highlights module accessible in Trailhead, where you can find demos and community forums, to make it easier for you to digest all the new developments. You can also browse the unique trail mix and the #LearnMOAR page.

 

The first features of Winter '23 should have arrived in your company during the first fortnight of October; make sure Certified Salesforce Consultants know when by checking the maintenance schedule for the precise dates.

The improvements that our administrators have found to be most helpful are listed below.

 

General Salesforce improvements

 

1.    Prepare for multi-factor authentication in advance. Auto-Enablement

 

Multi-factor authentication (MFA) will be necessary to access Salesforce Partner Companies products starting on February 1, 2022. They will all need to sign in using MFA, whether they are doing it manually or using single sign-on (SSO). Salesforce will automatically enable MFA for direct logins in the first half of 2023. MFA will become a permanent component of the Salesforce login process by September 2023. It is advised to enable MFA as soon as possible if you want to prevent user interruptions when the time comes. You may also rely on the  Multi-Factor Authentication Assistant for guidance.

 

Improved reports and dashboards

 

2. Examine a Custom Report Type's Structure When Creating a Report

 

By allowing you to view the structure of the many custom report types available, this new functionality makes it easier to select the type of report that best suits your needs when producing an essay. Additionally, you can view the connections between the joined objects in the details panel, and tooltips will provide additional information about the joints.

 

Lightning App Builder upgrades

 

3. Improve Additional Object Record Pages With Dynamic Forms

 

Best Salesforce Consulting Company in India may create complete contact, opportunity, and person account pages using dynamic forms. How do you accomplish this? When using the Lightning App Builder, Create a profile (a personal account, contact, or opportunity record page). Place the fields wherever you like on the page by selecting the new Fields tab. Moving the Record Detail component and selecting the Dynamic Forms button may also automate this procedure.

 

4. Use Dynamic Related List Filters to Expand Your Reach

 

You may now use multiple filter values when filtering dynamically linked lists in the Lightning App Builder. Only one picklist value could previously be used to filter results. You can screen a linked dynamic list and display all cases with a medium or high priority on the contact record page.

 

Upgrades to permissions

 

5. When creating a field, set field-level security using permission sets rather than profiles (Beta).

 

You can now define field-level security for a new field on permission sets rather than profiles when creating a new field. Additionally, you can do it when changing a field type.

 

Go to Settings, and User Management Settings, then turn on Field Level Security for permission settings during field creation to enable this feature (Beta).

 

Upgrades to sharing

 

6. Make Personal Information About Your Users More Secure (Release Update)

 

This modification will now be implemented in Winter '23 after becoming accessible in Spring '22. The old setting, Hide personal information, has been replaced by the new one. This will enable you to stop unauthorized people from accessing the personal data of users (portal or community users). Additionally, you can choose which user registry fields—custom or standard need to be secured using the Personal Identifiable Information (PII) capability.

 

Improvements to the Customization's default settings

 

7. Copy Lightning Applications (Beta)

 

Thanks to this appealing feature, administrators will have a lot of time to spare. By generating a clone of an existing Lightning app, you can build a unique Lightning app through the app manager.

 

Features that Improve Sales Productivity

 

8. Use the To Do List to Keep Track of and Sort All Your Tasks

 

Top Salesforce Consulting Partners in India can now view all tasks assigned using this new feature, available across the Salesforce platform. Users may view, sort, and organize their functions in one usable view when the To Do List is pinned to the Utility Bar. Users of Sales Engagement can see cadence tasks as well. Users can name tasks and change their structure by adding the To-Do List to the Utility Bar.

To examine information, assign a tag, or take action on a job, you can choose it.

 

Upgrades to Flow Builder

 

9. Flow Elements to Cut and Paste

 

You can quickly alter the order of the flow elements in the auto layout by copying and pasting. Before introducing this option, parts had to be copied, pasted, and the original deleted before the API name of the newly pasted element could be updated. Now, with flow builder, this action is seamless.

 

10. Use the Lookup Flow Screen Component for Multiple Record Selection

 

More than one record can now be searched for and chosen in the lookup input selection. Additionally, you can set the number of default records and the top choices permitted: Add the Lookup component to the screen flow and increase the value in the Max Selections field.

 

11. Utilize In and Not In Operators in Flows to Find Related Records

 

With these new operators, it is now possible to obtain linked records from a group of simple values without needing a loop. As a result, the flow can proceed more quickly because fewer DML and SOQL statements are required. The In and Not In operators can be utilized with type Text, Number, Date, Date/Time, Currency, and Boolean collections. The Get Records, Update Records and Delete Records components include these operators.

 

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