01 Feb Salesforce Spring ’23 Release
Fast Slow Motion is excited to announce the Salesforce Spring ’23 Release
The Spring ’23 release includes a couple of important updates to be aware of, as well as exciting new upgrades to forecasting, case management, and more.
Important Updates:
- Auto-Enabling and Enforcing MFA – get ready for more secure logins
- Enhanced Domains – enhanced domains are on a roll(out)
Some of Our Favorite Enhancements/Features:
- Reports and Dashboards – subscriptions, personalized report filters, and more
- Lightning App Builder – lots of “dynamic” updates
- Advanced Picklist Value Management – for picklists that are “so fresh and so clean, clean”
- Salesforce Mobile App – reports and contact management that are more powerful and interactive
- Sales Cloud – sales teams are getting added flexibility
- Sales Productivity – activity tracking and logging just got better
- Service Cloud – it’s all about messaging
- Case Management – upgrades for better case response
Auto-Enabling and Enforcing MFA
Last year, Salesforce started contractually requiring multi-factor authentication (MFA). With the Spring ’23 release, Salesforce will now auto-enable MFA in orgs. It can still be turned off, for now, but MFA will be enforced for all users starting in September 2023.
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Enhanced Domains
With enhanced domains, your My Domain name is used in all URLs that Salesforce serves for your org, including sites and Visualforce pages. Enhanced domains meet the latest browser requirements and offer improved security. Salesforce began rolling out enhanced domains in the Summer ’22 release. Beginning with the Spring ’23 release, if you do not opt out, enhanced domains will be automatically rolled out to your org. Beginning with the Winter ’24 release, enhanced domains will be automatically enforced.
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Reports and Dashboards
There are several noteworthy updates to Lightning reports and dashboards, including the ability to subscribe to more reports and dashboards, create personalized report filters, and stay in Lightning Experience when editing Lightning Reports.
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Get more actionable reports and dashboards delivered to your inbox on schedule and with the latest data.
Set up a single dynamic report filter that displays personalized results for each user.
Refine and target your dashboard data with additional filters on Lightning dashboards, and explain charts, describe metrics and KPIs, and clarify tables with rich text right in context.
Lightning App Builder
There are several key updates for Lightning App Builder, including the ability to add dynamic forms for Leads and Cases, view all records on the Dynamic Related List component, and use dynamic actions on all Standard Objects.
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Make your case and lead record pages more robust by configuring them with Dynamic Forms.
Dynamic related lists now include a View All link so that users can see a full list of related records.
Advanced Picklist Value Management
Updates in this release make it easier than ever to clean up and manage custom picklists.
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Users now have the ability to select multiple picklist values and deactivate them at the same time, as well as easily catch duplicate values.
Users can now bulk delete unused picklist values, as well as receive email notifications about inactive values.
Salesforce Mobile App
Users of the Salesforce mobile app are getting reports that are easier to view, more interactive, and faster to load, as well as enhanced contact management capabilities.
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Sales Cloud
Sales teams are getting added flexibility with the ability to forecast on custom date fields, as well as the option to split credit for individual products on an opportunity across multiple people.
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Previously, users could only forecast on standard date fields. Users can now forecast on any field, including custom fields.
It’s now possible to split credit for individual Opportunity Line Items across multiple people.
Sales Productivity
Sales productivity gets a boost with an expanded range of activity tracking and activity logging that’s easier and more accurate.
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Users now have better-organized and more useful options within the dynamic activity composer.
Service Cloud
There are several enhancements to messaging in the latest release, including the ability to add context to conversations with information passed in hidden fields, send post-chat URLs for capturing feedback, as well as support for user verification to enable continuing chat conversations with returning customers, and more.
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Case Management
Case management is getting upgraded with a new and improved way to match emails to cases, as well as a more streamlined format for emails being sent in response to a case.
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Salesforce is introducing a new email threading approach that helps match incoming and outgoing emails to related cases.
When replying to cases, it is now possible to reply to new content only instead of copying the entire historical conversation into the email.