Each year, Salesforce publishes three significant updates: a spring, summer, and winter release. Each Salesforce version provides updates and improvements that have varying effects on Salesforce orgs.
So, if you’re utilizing Salesforce CRM for your business or organization’s marketing activities and want to learn more about it, you’ve come to the correct spot. If you’re a marketer who utilizes Salesforce, we’ll go over everything you need to know about the Winter ’23 Release.
Highlight 1: MFA Enhancement for Smaller Orgs
For orgs with fewer than 100 active users, the Winter ’23 release will enable multi-factor authentication (MFA) for direct logins to Salesforce. The Spring ’23 release, which occurs early in the following year, will thereafter see the implementation of this modification.
It is best to ensure that you are completely compliant with the MFA requirement immediately and to ensure that any MFA-exempt user categories are protected from being impacted by this upgrade if your Salesforce org has fewer than 100 active users.
In a subsequent release, this upgrade will be accessible to any Salesforce org with more than 100 active users.
Highlight 2: Dynamic Forms for Standard Objects
Finally, Accounts, Person Accounts, Contacts, and Opportunities can use dynamic forms! You can add Dynamic Forms to your Lightning Record Page to further personalize your page layouts.
You can add fields and sections to the Lightning Record Page and apply visibility rules to display users only what they need at that time instead of utilizing the standard page layout component.
By converting the Record Detail component to a Dynamic Form component with just one button, you can also automate the creation of dynamic forms.
Highlight 3: Salesforce Reports and Dashboards Updates
Throughout the year, Salesforce keeps making sure that Reports and Dashboards receive new enhancements with each release.
Enhancement #1: Filter Custom Report Types by Salesforce Fields (Beta)
To assist customers, choose the optimal report type for any use case, Salesforce keeps making improvements. Now that users can filter custom report types by fields, users can make sure that the report type contains the fields required for the report.
This feature, which enables users to filter up to 20 fields that are necessary for the report they are producing, is very helpful for locating the best custom report type.
Enhancement #2: Review a Custom Report Type’s Structure During Report Creation
The structure of a custom report type may now be viewed by users before they choose it and begin the process of producing a new report.
Now, a section that displays the connections between the joined items and offers helpful insights on the results of the joins that were configured for the report type will be present in the details panel for the custom report type.
Highlight 4: User Permissions Updates
Improvement #1: Manage Your Permission Assignments with the User Access and Permission Assistant
The User Access and Permissions Assistant, formerly known as the Permissions Helper, is an app available through the Salesforce AppExchange that assists in reporting and analyzing access assignments.
This tool can assist with managing permissions throughout your org by adhering to the Salesforce best practice to approach user administration by utilizing the concept of least privilege.
The following are some features of this tool:
understanding who has a specific permission by examining permissions by user, permission set, or permission set group.
Profile to permission set conversion to better understand who has what access, reporting on users, permission sets, or permission set groups.
In order to see everything that depends on a particular permission, you may also report on permission dependency and visualize it.
Improvement #2: Set Field-Level Security for a Field on Permission Sets During Field Creation
Salesforce will keep releasing new enhancements to make Permission Sets more potent as it steers its clients toward utilizing them instead of Profiles.
To help adhere to security best practices, you will now be able to specify field-level security on permission sets rather than profiles when creating new fields on an object.
You must enable this new beta capability through the Salesforce Setup’s User Management Settings in order to use it.
Highlight 5: Salesforce Flow Updates
The slogan “Flow is the future” has been used in Salesforce messaging for the past few years, and you may have heard it. This is since Salesforce regularly introduces new Flow capabilities in order to get ready for the eventual retirement of Process Builder and Workflow Rules.
For a while, you should prepare to see fantastic Salesforce Flow features being added to every release.
Some of our favorites from this release are listed below.
Improvement #1: Cut and Paste Flow Elements
The slogan “Flow is the future” has been used in Salesforce messaging for the past few years, and you may have heard it. This is since Salesforce regularly introduces new Flow capabilities in order to get ready for the eventual retirement of Process Builder and Workflow Rules.
For a while, you should prepare to see fantastic Salesforce Flow features being added to every release.
Some of our favorites from this release are listed below.
Improvement #2: Specify Time Offsets in Months for Scheduled Paths
Salesforce customers could only create planned pathways before the Winter ’23 release by looking at the duration (in minutes, hours, or days) since a trigger.
You may now schedule your path to run on the same day in a different month using this new Salesforce functionality.
Improvement #3: Use in and Not In Operations to Find Related Records
The Get Records, Update Records, and Delete Records aspects of flows now support new operators.
Users can obtain related data without utilizing a Loop element with the aid of these new operators, In and Not In, which also enable Flow to utilize fewer SOQL queries and DML statements.
Improvement #4: Select Multiple Records from a Table in a Screen Flow (Beta)
The new Data Table screen flow component is available to display a list of records on a flow screen. When building the screen flow, you can set the table to ready only or provide your users the ability to select multiple records to use later in the flow.
Improvement #5: Use Record-Triggered Flows to Update Related Records
The Winter ‘23 release brings a new feature where you can use record-triggered flows to update any record that is related to the record that originally triggers the Flow.
With this feature, users are also able to set filters to only update specific related records instead of all related records.
Improvement #6: Workflow Rule Creation will no longer be available
Salesforce users will no longer be able to create any new Workflow Rules as of the Winter ’23 Release. As Salesforce continues to encourage users to transition toward Flows, this is the next significant step toward completely retiring Workflow Rules.
Your current Workflow Rules will not be impacted by this upgrade because you can still activate, deactivate, and amend your present automations.
Highlight 6: Sales Cloud for Slack (Generally Available)
Since July 2021, when Salesforce acquired Slack, they have been putting a lot of effort into integrating these two platforms in a way that will increase sales efficiency.
With this update, sales teams now have access to crucial data and updates about their accounts and opportunities right in Slack. Your sales team can work together in opportunity-focused channels and automate record update notifications to be published into Slack directly from Salesforce with the new Sales Cloud for Slack app.
Highlight 7: Marketing Cloud Account Engagement (Pardot) Updates
- Highlight #1: Send data to third-party systems with External Actions
- Highlight #2: Perform full database syncs
- Highlight #3: Pardot’s “Opt Out” Field Syncing is Changing
- Highlight #4: Pause activity tracking for individual prospects
- Highlight #5: New permission sets!
- Highlight #6: Running Automation Rules in real time is being retired
- Highlight #7: The Pardot Classic App is being retired
