Some of Our Favorite Enhancements/Features

The Summer ’23 release helps you save time, automate faster, and personalize each customer interaction through hundreds of new innovations. Check out our top picks from the release, and how each enhancement can add value to your Salesforce org.

Enhanced Lightning Dashboards

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For a unified and cohesive experience, make the Analytics tab your home for all Analytics assets, including Lightning reports and dashboards. For Unlimited Edition users, enhance your Lightning dashboards with images and rich text and up to five dashboard filters.

Unified Analytics Home

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Rather than managing analytics scattered across different tools, find what you need in the updated Analytics home. This personalized environment for CRM Analytics and reports and dashboards organizes all your content in a cohesive and intelligent experience.

Customization

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Support for Quick Actions on Related Lists

Save your users time by decluttering the actions in the highlights panel and adding quick actions directly on related lists. Your users can create related records for items in the list without leaving the page. Or they can select up to 100 records in the related list and perform mass updates instead of single record updates.

Dynamic Forms Horizontal Alignment

Control field alignment across columns by using a new property on Dynamic Forms Field Section components. The “align field horizontally” property prevents fields in multicolumn Field Sections from collapsing upward when there’s a gap due to differences in field heights. Fields remain horizontally aligned with their neighbors in the same row. But even with this property selected, if a field is hidden because of visibility rules, the fields in its column still collapse upward to fill the empty space.

Sharing and Access

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Set Field Level Security on Permission Sets Instead of Profiles

When you create a field, set its field-level security on permission sets instead of profiles. Or, modify the field-level security for an existing field for all permission sets in Object Manager. This change makes it easier to follow the user access control best practice of using permission sets to manage your users’ permissions rather than profiles. This feature, now generally available, includes an enhancement so that you can see each permission set’s object permissions for the field’s object without leaving the page.

Faster Sharing Recalculations

To improve performance, Salesforce is changing the way that automatic account sharing recalculation works behind the scenes for the Case and Contact objects. We no longer store implicit child share records between accounts and their child case and contact records. Instead, the system determines whether users can access child case and contact records when they try to access them.

Delegate Administration of Permission Set Groups

Delegated administrators can now manage the assignment of permission set groups for users in their delegated group, giving you more time for other admin tasks.

User Access Policies

Automate your users’ assignments to managed package licenses, permission sets, and other access mechanisms based on criteria that you set. Create user access policies that automatically grant or remove access whenever users are created or updated. Or, easily migrate large sets of users to a new access setup in a single operation. Previously, Salesforce enabled user access policies, but you can now enable this beta feature on the User Management Settings Setup page. Also since the last release, you can now set more complex user criteria and monitor recent user access changes.

Mobile

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Salesforce Flow

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Migrate to Flow Supports Scheduled Actions

The updated Migrate to Flow tool can help your transition to Flow Builder, and you can now use it to migrate Process Builder processes that contain scheduled actions. A scheduled action is migrated as a scheduled path in a flow. The Migrate to Flow tool takes care of all pending scheduled actions from the original process at flow runtime. After migrating a process, you can test the flow in Flow Builder. If everything works as expected, activate the flow and deactivate the process that you converted.

Flow Builder Canvas Enhancements

Now you can see more elements on the Flow Builder canvas with a new compact layout and a smaller Add Element button. Previously, elements were further spread out, requiring you to move the canvas more frequently to see additional elements.

Reactive Screen Components

Configure supported standard screen components or your custom Lightning web components to react to changes in other Flow Screen components on the same screen. Build screens that feel like single-page apps and reduce the number of screens your user needs to click through. Previously, components on the same screen couldn’t talk to each other. If you needed one component to influence another, you placed them on separate screens.

Choice Lookup

Add the Choice Lookup flow screen component to give users a filtered list to select from. For example, you can create a list of external data values, picklist values, static values, or records that you filtered when you configured the flow. This feature, now generally available, includes some changes since the last release. Initially, 20 choice options display. As you scroll, more choice options load in groups of 100, up to the maximum of 1,020. If you apply a filter after loading your initial choices, the display resets, showing the new 20 choices.

Get External Data into Flow

Automate processes with external data by creating an HTTP callout action that calls a web-based service API, all within Flow Builder and without code. After you add the API details, Flow Builder generates a reusable callout action that you can use right away in Flow Builder and across Salesforce. This feature, now generally available, includes some changes since the last release. You can now edit an HTTP callout action declaratively and more easily configure the inferred data structure that makes the response usable in a flow.

Use Email Templates for Send Email

Reuse email content with Lightning and Classic email templates in the Send Email action. If your email template has merge fields, you can use the recipient record or a related record to populate the merge fields. Or, you can use both. Previously, you couldn’t use email templates in the Send Email action.

Sales Cloud

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Opportunity Product Splits

Sales teams can track product splits and rollups to opportunity split revenue with standard reports, giving them visibility to the contribution team members make to the deals they support. The reports also show how product splits data reflect on compensation for reps and on individual and team forecasts.

Get Started Fast with Pipeline Inspection

Pipeline Inspection is now ready for your sales teams to use with less time and effort. In orgs created in Summer ’23 and later, Pipeline Inspection is enabled for you, and it’s the default view on the opportunities home page. You can still update the configuration, set up enhanced features, and manage permissions in Pipeline Inspection Setup.

Service Cloud

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Lightning Editor

When enabled, this release update replaces the email editor in the docked and case feed email composers. Available in Lightning Experience as a beta feature, the Lightning editor provides an updated user interface and other new features: full-screen mode, the ability to print from the menu, undo and redo buttons, and smart copy-paste. It also complies with Salesforce security standards.

Einstein GPT – Generative Responses

Transform conversation data into service insights and build bot intents with Einstein Conversation Mining (beta). Update replies with on-demand template creation. Use Bot Blocks (beta) to add a custom or Salesforce-provided dialog groups to multiple bots. Expanded support for messaging components gives you more ways to add structured content to your enhanced bot. Get reply recommendations in enhanced messaging channels. Use email conversations or select related transcripts to build conversation mining reports.

Marketing Cloud – Account Engagement

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All Salesforce Summer ‘23 Release Notes