Winter ’23 Release Notes

Salesforce Winter '23 logo

I’m just two months or so late with my reading, made it just in time when Salesforce starts rolling Spring release to their pre-release sandboxes. And there are a few interesting points:

  • Interactive Einstein Search Answers is just in pilot and while I originally didn’t pay much attention I liked it on second reading – it will search the knowledgebase and return just the important abstract plus a link to full article;
  • structure of custom report type when creating report – in last version they brough the list of objects & fields to the New Report screen, now you can see also what are the join details;
  • second interesting feature for new report is in beta – you can filtr on which (custom) report type specific field is included. This makes me wonder how many custom report types is normal in instances as I rarely create them;
  • Tableau and Tableau together. I mean now you can publish content from Tableau Online („full Tableau“) into CRM Analytics dashboard. I do wonder how many clients use both of these products and whether this overlap is the right step, but can definitely save some extra work;
  • it is almost time for Dynamic Forms – now they do support also Accounts, Contacts and Opportunities, if I’m not mistaken the Cases are the only „important“ standard object missing. And then rock and roll and have fun with migrations;
  • delete unused values on picklist fields might be a big life saver especially when you want to delete a lot of those values. Previously you had to go one by one which took a lot of time, now you can do it in bulk;
  • set field level security on permission sets during field creation is in beta but super important step in moving from profiles;
  • filtr the Change Events stream is really nice as there is a limit on delivered events, so if you can limit it on the subscriber side it awesome;
  • you can stream Salesforce Events into Amazon EventBridge, so if you already use it no need to change anything, just plug Salesforce in;
  • the Optimization Hub in Field Service which lets you track the improvements looks good, not sure it also covers the „what-if“ analysis or rather show hard data;
  • another Field Service thing – bundling appointment. So far there wasn’t such thing and we had to be creative or develop something special, now you can bundle multiple smaller one into „one bigger“;
  • Lightning Web Component support in the Field Service Mobile App is potentially a big thing as so far that app doesn’t allow for much customizations;
  • Automotive Cloud, who cares. But there is one interesting feature multiple (non-automotive) customers might like as well – Lead Line Items which allows you to record interest in products on lead level and will convert into Opportunity Line Items during lead conversion. Great idea, why I didn’t think about it yet?
  • Financial Cloud brings the same feeling but hey, all the ARC related components are pretty cool and would be great to be part of the core platform. Dtto for the Interest component;
  • ToDo list can be part of Utility bar. That might be big!
  • absolutely the biggest feature for me – when sending list email you can now choose from which org-wide address it will be send;
  • record-triggered flow and update of related records – so far one of the biggest reasons to stay with Process Builder as I didn’t want to create loop and all the fancy things around, now it is out of the box in the update element;
  • IN and NOT IN was another pain in flow and collections solved only with APEX, not anymore. A big win!
  • lookup flow component supports more records to be selected;
  • MFA to be (finally?) enforced in Spring ’23, probably time to prepare customers.

And with that my read through 723 pages is over and I probably have two months before the next release. What did you find interesting in the release notes or just in my notes?

Leave a Reply