Salesforce Summer 23′ Top 10 Features

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June 29, 2023

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Introduction

Salesforce, the leading CRM platform, continues to impress with its regular releases. These bring new features and enhancements to improve user experiences. The arrival of the Salesforce Summer ’23 release introduces a range of exciting features that can enhance productivity and empower administrators.

In this article, we will delve into the top 10 features of Salesforce Summer ’23, highlighting their significance for admins and the benefits they bring.

Lightning Web Components Everywhere:

In the Salesforce Summer ’23 release, Lightning Web Components (LWC) gain wider usage across the platform, offering the following benefits:

Source: https://developer.salesforce.com/blogs/2019/04/lightning-web-components-in-lightning-communities

Consistent User UI: LWC guarantees a single and familiar UI across all experiences, including desktop browsers, mobile apps, and communities.
Increased Flexibility: With LWC’s reusable code, modular design, and enhanced performance, developers can easily build and customize components.
Enhanced User Experience: LWC provides a seamless and intuitive user experience with responsive and dynamic components.
Streamlined Development: Using LWC as a common framework allows developers to streamline their development efforts and lower the learning curve across different Salesforce experiences.
Future-Proof Investment: Salesforce’s dedication to growing LWC’s reach ensures a long-term investment in this technology.

The expanded availability of Lightning Web Components in the Summer ’23 release ensures a uniform user interface, boosts flexibility, improves the user experience, streamlines development efforts, and provides administrators and developers with a future-proof investment.

Dynamic Forms Enhancements:

The Summer ’23 release brings significant enhancements to Dynamic Forms in Salesforce, offering admins the following capabilities:

Record-Specific Actions: Provide a personalized user experience by customizing actions based on the viewed or updated record.
Dynamic Picklists: Set picklist values depending on certain fields or criteria, making data entry easier and more accurate.
Personalized User Experiences: Tailor form style and options to meet the specific needs of each user, increasing productivity and pleasure.
Context-Aware Forms: Set up fields and actions based on the context of the record, eliminating clutter and boosting usability.
Enhanced Data Integrity: Dynamically control picklist options to enforce data integrity and increase data quality.

Dynamic Forms enhancements in the Summer ’23 release enable administrators to create customized, context-aware user experiences, improve data integrity, and increase productivity and user delight.

Flow Enhancements:

The Summer ’23 release of Salesforce Flow brings significant enhancements to this automation tool, providing admins with the following capabilities:

Source: https://www.salesforceben.com/10-hottest-salesforce-summer-23-features-for-admins/

Create modular automation solutions with reusable flows for optimal sharing and reuse across several operations.
Simplified Debugging: Use improved debugging tools to quickly identify and address issues, reducing troubleshooting time.
New Flow Elements: Get access to a larger collection of building blocks for developing advanced automation processes.
Advanced Error Handling: Implement customized error handling logic for graceful exception handling.
The Flow Builder design environment has been enhanced to give a more intuitive and user-friendly design environment for fast flow creation and customization.
Process Versioning: Independently create and manage distinct flow versions, allowing for continual upgrades and improvements.
Increased Performance: Take advantage of faster execution and improved responsiveness for more efficient workflows.

The Summer ’23 Salesforce Flow updates give administrators reusable flows, easier debugging, new flow elements, advanced error handling, an updated Flow Builder, process versioning, and increased performance. These Salesforce platform enhancements speed up automation, increase productivity, and deliver a uniform experience.

In-App Learning with myTrailhead:

The Summer ’23 release of Salesforce integrates myTrailhead, the robust learning platform, within the Salesforce app, providing admins and users with the following benefits:

Source: https://admin.salesforce.com/blog/2019/drive-adoption-and-boost-productivity-with-in-app-guidance

Access instructional resources from within the Salesforce app, reducing the need to transfer between applications.
Custom Learning Content: Provide personalized training modules and materials that are suited to the organization’s needs.
In-App Accessibility: All Salesforce app users have easy access to learning resources.
Improved User Adoption: Increase user adoption by delivering resources directly within the app, increasing confidence and proficiency.
Consolidate learning resources within the Salesforce app for a more seamless learning experience.
Continued Learning and Development: Create a culture of continual learning by implementing learning paths and certifications.
Track user progress and engagement to adapt learning programs using learning analytics and insights.

Summer ’23 edition of myTrailhead within the Salesforce app provides personalized learning content, a seamless experience, better adoption, continuous learning, and a centralized location for training. Within the Salesforce platform, it enables organizations to create a competent workforce.

Enhanced Einstein Search:

The Summer ’23 release of Salesforce enhances Einstein Search, the AI-powered search tool, providing users with:

Enhanced Filters: Refine search results with a wider range of filter options for more effective searches.
Kanban View: View search results in a visual card-based layout for easy prioritization.
Faster Retrieval: AI algorithms deliver quicker and more accurate information retrieval.
Intelligent Typeahead Suggestions: Real-time suggestions help users refine search queries.
Improved Search Ranking: Higher-ranked records align closely with user preferences.
Personalized Experience: Learn from user interactions for tailored search results.
Cross-Object Search: Perform comprehensive searches across related objects.

These enhancements empower users to find information quickly, take efficient actions, and make informed decisions within Salesforce.

Quip for Salesforce:

The Summer ’23 release of Salesforce updates Quip, the collaboration platform, providing admins with:

Source: https://www.salesforce.com/blog/quip-supercharge-collaboration/

Embedded Live Quip Documents: Embed Quip documents directly into Salesforce records for seamless collaboration.
Seamless Collaboration: Real-time collaboration on shared documents within Salesforce.
Improved Accessibility: Easily access important content without switching applications.
Contextual Collaboration: Collaborate on documents related to specific Salesforce records.
Streamlined Work Processes: Efficiently review and edit Quip documents within Salesforce.
Centralized Content Management: Create and store Quip documents within Salesforce.
Document Version Control: Track changes and maintain accurate document versions.

These updates enhance collaboration, accessibility, contextual collaboration, work processes, content management, and version control within Salesforce.

Enhanced Email Experience:

The Summer ’23 release of Salesforce revamps the email experience with:

Email Scheduling: Schedule emails for timely communication and reduced follow-ups.
Email Templates: Create pre-designed email layouts for efficient communication.
Enhanced Integration with Gmail and Outlook: Sync emails, contacts, and calendars seamlessly.
Improved Email User Interface: Enjoy a refreshed design and optimized layout.
Rich Text Editing: Format emails with font styles, colors, and formatting options.
Email Tracking and Analytics: Gain insights into email performance.
Mobile Email Experience: Stay connected and manage emails on the go.

These enhancements improve productivity, streamline communication, and provide a user-friendly experience within Salesforce.

Enhanced File Experience:

The Summer ’23 release of Salesforce introduces features for enhanced file management:

Mass Actions: Perform bulk actions on multiple files.
Folder Sharing: Easily share folders with specific users or groups.
Improved File Previews: Preview file content within Salesforce.
Enhanced File Organization: Create folders and nested hierarchies.
File Version Control: Manage different file versions.
Search and Filter: Locate files efficiently with improved search.
Integration with External File Storage: Access files from external systems within Salesforce.

These enhancements streamline file management, improve collaboration, and enhance efficiency within Salesforce.

Enhanced Salesforce Mobile App:

The Summer ’23 release of Salesforce introduces enhancements to the mobile app:

Refreshed User Interface: Modern and intuitive design.
Enhanced Search Capabilities: Advanced search with filters and history.
Improved Offline Access: Access critical data and perform tasks offline.
Personalized Home Screen: Customize layout and quick actions.
Collaborative Feeds: Stay connected and collaborate on the go.
Streamlined Navigation: Effortless switching between objects.
Mobile Notifications: Stay informed with push notifications.

These enhancements improve user experience, productivity, and connectivity within the Salesforce Mobile App.

Customizable Experience for External Users:

The Summer ’23 release of Salesforce introduces customizable branding and themes for communities:

Branding Customization: Customize logos, colors, and fonts.
Theme Customization: Define layout, styles, and components.
Consistent User Experience: Create a unified interface.
Reinforcing Brand Identity: Strengthen brand recognition.
Improved Engagement: Attract and captivate users.
Tailored User Interface: Customize layouts for usability.
Scalability and Flexibility: Adapt to different community needs.

These enhancements empower admins to create visually appealing, personalized, and engaging communities that reflect their brand and meet the specific needs of external users.

Key takeaway

The Salesforce Summer ’23 release brings exciting new features and changes to enhance user experience, empower administrators, and boost platform productivity. Here are the top ten highlights:

Lightning Web Components (LWC): Offers a unified interface, flexibility, and improved user experience, simplifying development efforts and ensuring future compatibility.

Dynamic Forms: Allows administrators to create personalized user experiences by modifying form structure and options, resulting in increased productivity and improved data integrity.

Salesforce Flow: Provides reusable flows, simplified debugging, advanced error handling, and enhanced performance, optimizing automated processes and maintaining a consistent user experience.

myTrailhead Integration: Seamlessly integrates the powerful learning platform within Salesforce, promoting continuous learning and growth, increasing user adoption, and offering valuable learning analytics.

Einstein Search: Enhancements include refined search results, faster information retrieval, intelligent suggestions, and personalized experiences, enabling users to access information quickly and make informed decisions.

Quip Collaboration Platform: Updates allow for embedded live Quip documents, seamless collaboration, and centralized content management, improving communication, work processes, and document management.

Email Experience: Upgrades include email scheduling, templates, improved connection with Gmail and Outlook, and better user interface, facilitating faster and more productive communication.

Expanded File Management: Features like mass actions, folder sharing, improved previews, and enhanced organization optimize file management, collaboration, and productivity.

Salesforce Mobile App: Significant updates deliver a new interface, improved search, offline access, personalized home screens, and faster navigation, enhancing user experience and connectivity.

Community-Specific Branding and Themes: Enables administrators to create visually appealing and engaging communities that align with brand guidelines, enhancing user engagement and customization options.