FullCRM's highlights for Salesforce Winter'23 Release
FullCRM’s key highlights from Salesforce Winter ’23 Release
The new Salesforce Winter ’23 updates will be available on October 7th, 2022.
Every year Salesforce releases three major updates full of enhancements and innovative features for its customers to leverage with no additional charge.
Our team has formulated a list of the most significant and advantageous updates. We encourage all our clients to make the most of their investment by utilising the new features delivered after the release date.
If you have any enquiries when enabling any of the features below, don’t hesitate to contact us; we will be more than happy to assist you.
1. Sales Cloud for Slack
A well-anticipated update for users with a Slack and Salesforce license! As many are aware, Salesforce acquired Slack in July 2021, and with the Winter ’23 release, both platforms will be integrated seamlessly with the Sales Cloud for Slack App.
Users can now collaborate on Account and Opportunity focused Slack channels within Slack and leverage Salesforce data at their fingertips. No more swivelling between applications and ctrl F searching the group chat required. This is a perfect addition to boost communication and collaboration for any sales team.
The Sales Cloud for Slack App will help increase productivity as users can:
- See, update, and share accounts, contacts, leads, and opportunities.
- View and manage their sales pipeline.
- Build Slack record views for standard and custom objects
- Notify the Sales team of important updates by setting reminders about upcoming close dates, unchanged stages, and unchanged next steps for opportunities owned.
- Drive discussion on key deals using sales channels with the ability in Slack or Salesforce to link accounts and opportunities to Slack channels. Channel members get notified in Slack when records are updated. Teams can easily find sales channels from a related list on their Salesforce records.
- Streamline important announcements in Slack using feed channels. Feed channels automatically announce when deals with a high probability of closing are won or increase in value so everyone on your team can stay in the loop.
- Use Flow Builder to invoke Slack actions based on Salesforce behaviours. For example, automatically create Slack channels when new deals are introduced above a specific dollar amount.
Users must have a Slack and Sales Cloud license to use this app.
Please get in touch if your business would like to leap into the future with Slack.
2. Dynamic Forms
We have spoken a lot about dynamic forms for custom objects in the previous releases, and we are very excited that the Winter ’23 release is now available for standard objects for Accounts, Contacts, Person Accounts, and Opportunities!
Now admins can create organised, user-centric page layouts that display vital information when it is most important across these objects.
Start decluttering your Account (business and person), Contact, and Opportunity pages and display what is most relevant and valuable to your users.
Please get in touch with us if you are not using dynamic forms across your Salesforce org or need help setting them up.
3. Dynamic Related List Filters
Dynamic related list filters are a simple but powerful way to ensure your team is more efficient.
Dynamic related lists were released in Summer 22 and helped filter the most relevant related list items on a record, i.e. instead of seeing all opportunities related to a particular Account, you could show only the won opportunities.
With the new release, further enhancements have been made to the filter options. You can now select multiple picklist values, such as filtering dynamic related lists of the account page to show all cases with a high priority and a new status.
4. Permission Set Updates
There are two updates to permission sets that make user management much more manageable:
Permission Set Helper:
Permission assignments can now be managed with the User Access and Permissions Assistant. The assistant is designed to help analyse and report on permission assignments and provide admins with an easy way of managing permissions.
Previously known as the “permissions helper” you can still access it via the Salesforce AppExchange.
Permission Set Expiry Date:
This feature was released in Summer ’22 but is enforced in the latest release.
Now administrators can enable expiration dates for permission sets, removing the need for admins to remember to take user permissions away once they are no longer needed.
Moving forward, users are assigned either a permission set or permission set group with or without an expiration date. By default, permission set and permission set group assignments don’t expire. When a permission set or permission set group has an expiration date, users can lose access to functionality after the expiration date.
Forecasting has been a focus for previous releases and that has continued for Winter’23 with two great updates!
Choose Custom Opportunity Fields to Include or Exclude From Your Forecasts
Now with the latest release, you can include and exclude custom opportunity fields from your forecast. Examples of custom fields include opportunity number, currency and picklists.
This update allows for an even more accurate forecast than previously; you could only filter on the record type, standard number, standard currency and standard picklist.
To start using this feature, create a forecast type in the setup flow and select standard and custom fields to filter by. Note you can add up to three conditions and use the AND operator.
Improved Usability of Salesforce Desktop Site Forecasts
Another exciting update is the desktop site has significantly improved the visualisation and navigation on the forecast page for users.
Updates to the display:
- Quota attainment bars are presented as progress bars in the summary view
- Recent changes and adjustments to forecast values can be viewed in a single pop when you hover over
6.Custom Address Fields
Creating custom address fields that function in the same fashion as standard address fields are now generally available with the Winter ’23 release.
You no longer have to create five fields on an object where you want to capture an address outside of Leads, Contacts and Accounts. Now add the address compound field to any object and utilise the google maps functionality for search and display!
Custom Address Fields are now available in all Lightning Experience and Salesforce classic editions. We highly recommend reviewing the limitations of this feature before enabling it:
7. Flow Updates
Instead, the enhanced updates to Flow’s functionality will replace the two other automation tools, Workflow Rules and Process Builder.
Salesforce is not continuing the functioning of multiple tools, as it is challenging to see your automation’s health when spread over multiple products. In addition to automation requirements becoming more complex, the possibility of continually updating three separate platforms was not feasible.
All hope is not lost, as the transition to Flow will make the end process of monitoring automation more effective. However, we recommend getting in touch if you need assistance planning your migration over to Flow if you have not already done so, as its setup can be a substantial task.
Check out the other 10+ exciting flow updates for Winter ‘23
8. Review Custom Report Type’s Structure During Creation
Generating valuable reports is such an integral part of being a good admin. The new feature removes the guesswork from selecting the correct report type for your needs!
Now you can review report types based on Salesforce objects and find custom report types that contain a specific standard or custom fields.
Reviewing a custom report type’s structure will show the relationships between joined objects during the report creation stage.
There is no configuration needed to start using this feature. It is available when you create a report, select a custom report type, view the object, and join details on the right-hand editing field.
9. To-Do List Organiser
Help your users be more productive! Our team is passionate about making Salesforce a ‘one-stop shop’ for your users to manage all their daily activities. Now with the ‘To Do List’ organiser, this has become even easier.
Users can see, sort, and organise all their tasks in a single actionable view. It also allows users to label their tasks in the To-Do List to customise how they organise and prioritise them.
To make this available, admins need to add the ‘To Do List’ to the Utility Bar for users.
Bonus: Marketing Cloud Account Engagement
Send data to third-party systems with External Actions
A very exciting update for MC Account Engagement (FKA Pardot!)
You can now easily send data to a third-party system with external actions in engagement studio. Easily incorporate and automate actions such as sending surveys or text messages within your prospect journey.
This feature is available to Plus, Advanced, and Premium editions of Marketing Cloud Account Engagement.
Perform full database syncs
A simple but very important and much anticipated new feature – you can now perform a full database sync.
You no longer need the workaround of adding a new prospect field to trigger a sync.
Things to know about this new feature:
- You can only perform a sync once every seven days
- It is available in all Pardot editions
- Will only sync with Pardot business units with fewer than 500K prospects
Pardot’s “Opt Out” Field Syncing is Changing
From February 26th, 2023, the option to set the Pardot Opt Out field to “use most recently updated” will be removed. The remaining options will be “Use Pardot’s Value” or “Use Salesforce”.
Considerations to help evaluate what option will work best for your business:
- If you only send out emails from Pardot, we recommend changing the syncing behaviour to “Use Pardot’s Value.”
- You will need to separate Opt Out fields for each platform if you send emails from Marketing Cloud or Sales Cloud.
All Pardot orgs will be updated. New Pardot orgs created after August 26th, 2022, will default to “Use Pardot’s Value.”
The Pardot Classic App is being retired
October 17th will be the official retirement date for the Pardot Classic App.
Note this only impacts the Classic App within Salesforce; you can still access Pardot via the Lightning App or via pi.pardot.com
Please get in touch if you need any help setting up access to the Pardot lightning app.