FullCRM's highlights for Salesforce Summer '23 Release
Coming in hot! This summer release is sizzling with hot new updates from Salesforce! The new Salesforce Summer ’23 release is available from the 11th of June, 2023.
Our team has curated the perfect list of updates that every Salesforce customer needs to know from this release. We highly recommend making the most of the releases as they come at no additional charge and are available to every Salesforce customer.
If you have any enquiries on how your business can leverage any of these features, don’t hesitate to contact us; we will be more than happy to assist you.
1. Increase productivity in the Lightning App Builder
Horizontally arrange fields in the Field Selections
This new spacing and alignment feature is a game changer to make your fields look cleaner and easier to read. Fields next to each other in a row will now have the option to be in the same format, meaning large fields of text won’t be beside multiple smaller fields. A simple tick box is available to activate this feature, as seen in the two phone fields below.
Improve the performance of in-app pages with new organisational tools
App pages now have the organisational functionality to use accordion and tab components. This means unwanted components can be minimised or sorted into folders for increased productivity when operating in app pages. Plus each tab and accordion label can be customised so that your team know exactly where to their favourite features.
2. Track and Manage Data with Upgraded Email Abilities
Email Flow Possibilities
New flow possibilities allow users to put customer information at their agent’s fingertips. Save time by linking contacts to cases in email-to-case.
This out-of-the-box flow finds all contacts with email addresses that match the inbound email address from the appropriate case. Access this feature to provide more functionality than a standard contact lookup feature on a case.
Make sure you, get in touch to learn more about how this flow can improve your business processes.
Find Email Messages Faster with Improved Searches
Finding email conversations or mentions just became a whole lot easier. New search capabilities included in this release expand the ability to find email messages that match a desired search subject. Previously, typeahead search did not consider email messages and made emails harder to track and manage.
Further customisation of viewable fields can be adjusted in Setup under “Objects to Always Search”. Changing the search layout will streamline information search processes.
Propose Three Future Meeting Times in Lightning Experience
Previously only available for Outlook and Gmail integration, the ability to offer three future meeting time suggestions is now available to be deployed within Lightning Experience.
This removes the need for sales reps to email back and forth with customers to find a meeting time that works. Reps can quickly add three meeting times as a suggestion to avoid negotiations.
Execute this feature by composing an email for contacts or leads in the email composer, then click the scheduling icon to reveal the option to “Add Next 3 Available Times.” Users can set their available times on the Meeting Settings page.
3. Increase Time Allocation Efficiency with Calendar Enhancements
Multiple enhancements have been included for the Calendar functionality to maximise your businesses productivity, including:
- View up to 500 events in the single calendar view.
- Enable events for up to 50 shared calendars and resources.
- Drag and drop events to reschedule in 15-minute increments.
- Click an event to preview, then click again to open event record page.
- Hovering on the event no longer provides a preview.
- Navigation is driven by clicking a date in the month or week view.
- View overlapping event tiles, expanded test, and shaded colouring for dates in the past.
Conveniently open the calendar in a new tab while scheduling events from a record, with the new drop-down button positioned next to the “new event” button.
Get in touch with our team to help set this up for your business.
4. Drive inclusivity with personalised picklist field values
Manage Salutation Picklist Values
New functionality enables salutation picklist values such as Mrs, Ms, and Mr to be managed from inside Salesforce Lightning. Previously, switching to Salesforce Classic was required to adjust the assigned salutations but now, simply use the Object Manager to add, delete, activate, deactivate, and replace salutation picklist values at any convenience.
Bonus! A new salutation has been included to reflect the diversity of customers. The Mx. salutation is perfect for your customers that identify as gender non-binary or do not subscribe to either a male or female salutation.
For all instances that were created before Summer ‘23, admins will need to manually update the picklists to make this salutation visible to everyone.
Limit the Number of Inactive Picklist Values (Enforced in Summer ‘23)
Previously, in the last release there was a restriction on the number of inactive picklist values. This could be overridden in settings but now from the Summer release, this ability is disabled.
Check out the FullCRM Spring ‘23 Blog for more details on what this means for your business.
5. Promote best practice with Permission Sets
Field-Level Security for Fields on Permission Sets
When creating a field, there is no longer a need to set its field-level security on profiles. Field-level security can now be set on a field instead. Simply adjust the security settings of an existing field for all permission sets in the Object Manager.
This approach follows the best practice of using permission sets to manage user permissions, rather than profiles. The updated feature enables the ability to view each permission set’s object permissions for the field’s object without navigating away from the page.
Assigned Permission Set Management
Allocated admins now get even more capabilities to manage and adjust the assignment of permissions. Permission sets for groups of users that are within their assigned group will be able to be adjusted by these delegated admins.
Bonus: User Access and Permissions Assistant (AppExchange App)
If your business is a user of the User Access and Permissions Assistant App there are some new updates that will support orgs with a high number of users.
User Access and Permissions Assistant reports now include more essential information such as users’ titles, profiles, and whether they’re active for a more accurate representation of data.
The app is designed to help analyze and report on permission assignments, as well as provide an easy wizard to manage permissions.
6. Boost user adoption with In-App Guidance
Targeted prompts
Assign targeted prompts or notes on record fields to provide more specific guidance for new users or to ensure best practice is consistent throughout your organisation.
Assign these comments to any field on a record page, dynamic form or the create window within the In-App Guidance Builder.
Ensure more detail and clarity when completing processes with this update.
7. Retirement of Automated Account Fields and Account Logo Features.
These automated features were introduced in 2021 to supercharge sales user productivity in Salesforce. But unfortunately are now being returned.
Automated account fields and automated account logo features will be retired in all Salesforce orgs in Winter ’24 on October 13, 2023.
Automated account fields suggested accounts as soon as information was being entered to reduce the time-intensive process of account field data entry. Furthermore, selecting an account that was suggested would triggure Salesforce to populate the record with all available data attached to the account such as name, website, phone number and address.
Automated account logo features additionally went hand in hand with the feature above. This feature populated logos automatically to additionally reduce the process of filling out a Salesforce account.
Once these features are retired, Salesforce will no longer prompt users with suggestions for account names and doesn’t fill out fields or add company logos automatically. These tasks will need to be conducted manually. The News component will also be removed from page layouts.
8. Sales Cloud Einstein Forecasting Changes
A new chart has been created for Einstein forecasting to monitor changes and predictions. The new chart will show prediction trends across selected periods for more accurate analysis.
This feature will replace Account Insights and Opportunity Insights which will be retired in all Salesforce orgs as of Summer ’23 on August 16, 2023. This retirement is so development efforts can be focused on features such as Pipeline Inspection and Einstein Relationship Insights.
9. Newly available: Pipeline Inspection
- Pipeline Inspection is now freely available with Sales Cloud in Enterprise Edition without an Add-On Licence.
- Use inline editing in Pipeline Inspection to update opportunities more effectively (Quickly update pipeline in the checkbox, email, phone and URL fields on opportunities)
- View more pipelines from opportunity teams to cross-functional teams using Pipeline Inspection expanded filters.
Check out our comprehensive overview of the Pipeline Inspection feature and discover the compelling reasons why it is an essential addition for every sales team here:
10. Marketing Cloud: Account Engagement Adjustments for Centralised Control
External actions can now be used as completion actions on Account Engagement assets.
Account Engagement will now be the centre of marketing automation with integration to meeting and webinar applications such as the third-party platform Zoom.
Using an external action on Zoom now can be added as an action step to your Engagement Studio program to ‘Add to Webinar’. Then simply search the specific webinar and it will connect to the journey.
The Account Engagement Optimiser is now generally available and includes the monitoring of configuration issues.
The Account Engagement Optimiser will give users a big-picture view of each of their business units. This makes conducting health checks even more seamless as there are currently many limits in Account Engagement. These limits extend to the current mailable database, assets and recurring engagements.
Each time an item needs attention, it will be flagged and presented to the user with a proactive recommendation to take action quickly. The total list of suggested actions will be managed in a table to view and prioritise by urgency.
Copy Assets Between Account Engagement Business
This feature will benefit businesses that share assets across different business units and want to avoid the duplication of standard Account Engagement Assets such as custom fields, custom redirects, email templates, files, and Engagement Studio programs.
To enable this feature, it is recommended to work with your Salesforce partner to enable the Salesforce Flow that is used by Account Engagement.
Dynamic lists can now be converted to static lists.
This prevents the need to create a second list to move contacts into, simplifying internal processes and saving critical storage.
For the Slack users:
Enhanced Information Searching Capabilities
Further alignment has been executed between Slack and Service Cloud for cross-platform integration.
Swarming Reports
Identifying a swarm channel’s importance and purpose in a report or list view has become more user-friendly. Slack channel names associated with a swarm are not shown in the Collaboration Room field. Previously, the Collaboration Room field showed a Collaboration Room ID but now can be used to speed up the process of navigating to important information.
Searchable Slack Channels for faster Swarm creation
Make it easier for users to find the right swarm channel with this new feature to search Slack channel names. Starting a new swarm in a channel enables the ability to easily search for keywords, removing the need to previously scroll through a picklist of valuable channels to find the one that is needed. No longer will time be wasted searching for the correct channel and correct information to present.
Slack Dashboard connectivity
Lightning dashboards can now be shared in Slack channels by simply clicking the “post to Slack” option. This opens up Slack functionalities to view, share, and subscribe to Salesforce dashboards whilst in the Slack platform.
