FullCRM's highlights for Salesforce Spring '23 Release
Spring has sprung! The new Salesforce Spring ’23 updates are available from the 12th of February, 2023.
Our team has curated a list of updates every Salesforce customer needs to know from this release. We highly recommend making the most of the releases features 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. Process Builder Retirement
In this release, Salesforce will be retiring the “create new process” ability within the Process Builder process to encourage a move towards using Salesforce Flow. Moving forward, any new processes needing to be created will be made using a flow.
Do not fear, any previous processes will operate as usual, but we recommend that you make a plan to transition these over to the Flow workspace so that any future adjustments can be made. While making this transition plan for Flows, we also recommend taking this opportunity to review the current automation setup and see if it is still appropriate for your business.
To help the transition process, Salesforce has released a new migration tool that will be available via the prompts in SETUP. Follow the migration to Flow guide to transition record trigger processes such as:
- Record update
- Record create
- Invoke flow
- Invoke Apex
- Email alert
The record-triggered processes of Custom Event and Custom Invocable Type will not be supported moving forward and therefore are not included in the migrate to Flow tool.
If you need assistance, please get in touch with our expert consultants to help your business prepare for the transition and provide any necessary Flow training to your users.
2. Picklist Updates
New updates to the way you use and maintain picklists are about to save your data processes a whole lot of time. This new feature is great, particularly if your business has had Salesforce for a long time and your picklists have become lengthy. Admins can utilise this feature to quickly clean up via this process:
Picklist Values Number Limit
Firstly, to promote org health and performance this limit will restrict the number of inactive picklist values in a custom picklist field. As a result, you can no longer have an unlimited number of inactive picklist values, as the limit will be 4,000
Inactive Picklist Values Clean Up
Secondly, unused picklist values can be bulk deleted for custom picklists. This new feature will enable admins to tidy up and promote system performance, plus help users to improve their data collection by making their workspace easier to navigate.
3. Dynamic Forms Enhanced Record Pages
Dynamic forms have been featured a lot in previous releases and now is available to be configured to the following record pages:
- personal account
Dynamic forms are an excellent way to improve the user’s experience, if you are not using it in your org, get in touch with our team to assist in setting them up.
4. Dynamic Related Lists ‘View All’ feature
Building on what was released in Winter ‘23, further enhancements to dynamic related lists have been made so users can “view all’ when navigating.
Now, the complete list of related records can be visible for more accurate use of real-time evolving data.
5. Dynamic Actions for Standard Objects
Similar to Dynamic Forms, Dynamic Actions improve the user experience and are a great way to help users be more efficient in data entry. Record pages now have additional control and flexibility with Dynamic Actions to provide users with more accurate information based on their role or profile data. Actions can be assigned in the highlights panel of the Lightning App Builder instead of the page layout and can be used to display relevant information.
To setup these dynamic actions; first (1), click to add an Action in the action window, then (2) add a Filter for this action to determine who it will be visible for. Finally (3), the Eye Icon will show the visibility of the rule.
6. Reports and Dashboards
Create Personalised Report Filters
Similar to a dynamic dashboard, each user can now be assigned a personalised view of records based on their dynamic report filter. Essential information is displayed for each team member, removing the need to create multiple reports filtered by opportunity owners.
The maximum subscription count for viewing reports has now been increased to 15 from 7 each, increasing the information available to each team member.
Dashboard and Report Subscriptions to Stay Informed
Custom report types can now be used to identify which dashboards, reports and analytics are available to users. Giving admins the ability to manage data access, track the sharing of attachments, and see who is the recipient of the information.
Reports can be created for:
- CRM Analytics lenses
- Slack Reports
Collections Tool for Organisation
New collections enable all lightning reports and dashboards placed in the “Unified Home” location to be accessible even if saved in multiple folders. Collections can be shared with others, hidden if irrelevant or pinned to the home page for more frequent viewing.
7. Capturing Inclusive Data with Gender Identity and Pronouns Fields
Pronouns and Gender Identity are now included as optional picklist fields on the Lead, Contact, and Personal Account objects. This addition will enable the ability to build trust and boost data quality for a more inclusive approach. Remember to be respectful of privacy when collecting this data.
For more information on these specifications, we advise consulting the Salesforce release notes.
Bonus: Quick Tips for Sales Reps
Import Contacts and Leads with Guided Experience
Contacts and leads can now be imported via a sample CSV file.
Track Field History for Activities
You can now track up to six fields and changes for events and tasks via the Related tab.
Activities Component Update to take Action Quicker.
The activity component is now available to be interacted with via Lightning Experience just like other Salesforce Objects. Reps can create activities quicker with buttons that can be tabbed to the activity composer on a lead page.
Activities such as “lead followup”, “log a call” and “create a case” and more can be accessed or stored under a dropdown menu. This will be especially useful if a user has more than one email address, they can choose which one to email and examine their email preferences all on the same page.
8. Marketing Cloud Account Engagement
Pardot Product Name Change
The Pardot tool has been officially changed to Account Engagement in Salesforce. This means when searching to open the application it will no longer show up under the name “Pardot” but rather the name “Account Engagement”.
Default Account Engagement Settings Changes
Some of the Account Engagement default settings will change for new customers after the Spring ’23 release. These settings will not override the currently selected settings for all customers.
The following settings will be set to default to promote privacy:
- First-Party Tracking
- Force HTTPS
- Honor Do Not Track
- Request opt-in from all visitors
- Max Cookie duration setting now 365 days
Inbox Preview Renders now have an Expiration Date
Renders for email inbox previews are now no longer definitely stored and will be removed after 90 days of the creation date. Similarly, all existing renders older than 90 days will be deleted following the 9th of February, 2023.