Spring has sprung at Salesforce and the release notes for Spring ’23 are out and ready for review. As we all know Salesforce release notes can be overwhelming and there is a lot of information to digest, so we have asked the SalesFix team to give their top picks from both Salesforce and MCAE (Pardot).
If you would like to explore more yourself you can find the full Salesforce Spring 23 Release notes here.
Let’s get started with our Spring 23 picks for Salesforce:
Bring External Data into Flow Builder Without Code (Beta)
Automate processes with external data by creating Flow Builder actions that call
web-based service APIs using HTTP Callout. After you add the details of the API, Flow Builder generates a reusable action that you can use right away in Flow Builder and across Salesforce. Set up direct integrations as needed without code or a middleware service, such as Mulesoft.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions.
Who: To use HTTP Callout, admins must have the Manage Flow and Customize Applications permissions.
NOTE: This feature is a Beta Service. Customers may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms. To find out more about Beta Services Click Here.
Subscribe to More Reports and Dashboards
Get more actionable reports and dashboards delivered to your inbox on schedule and with the latest data. Each user in an Unlimited Edition org can now subscribe to up to 15 reports and 15 dashboards. The previous limit was 7 reports and 7 dashboards.
Where: This change applies to Lightning Experience in the Unlimited Edition.
How: If you have a different edition and want to increase your subscription limit, contact Salesforce Customer Support.
Enhance Lightning Dashboards with Text and Graphics (Beta)
Explain charts, describe metrics and KPIs, and clarify tables with rich text right in context. Add company logos and branding, flow diagrams, and embedded images. Guide users through their data with section titles, narrative text, and even animated GIFs.
Where: This change applies to Lightning Experience in Unlimited Edition.
How: To enable this feature, contact Salesforce Support.
NOTE: This feature is a Beta Service. Customers may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms. To find out more about Beta Services Click Here.
Configure Searchable Fields for Each User Profile (Beta)
Help your team get results related to their work by configuring all your searchable fields for each user profile. In Search Manager, you can now edit the fields to make them searchable or not searchable for each user profile.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions
How: From Search Manager in Setup, create a configuration setting and edit the fields to make them searchable or not searchable for each user profile.
NOTE: This feature is a Beta Service. Customers may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms. To find out more about Beta Services Click Here.
Let Customers Pick Their Own Meeting Times in Lightning Experience
When emailing customers, reps can now avoid the back-and-forth and include a link to their Outlook or Gmail calendar so that the customer can choose their own meeting time.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions with Salesforce Inbox and Enhanced Email.
Who: Users with the Use Inbox user permission, available with a High Velocity Sales, Sales Cloud Einstein, or Inbox license, can use this feature.
How: When creating an email, reps click the scheduling icon and select Add Scheduling Link.
The recipient receives the email, clicks Book a Meeting, and the rep’s calendar appears. The recipient chooses the best meeting time for their schedule, the event is confirmed, and the meeting is on the books.
Take Action More Quickly in the Dynamic Activity Composer
The dynamic activity composer gives reps activities at the click of a button and offers more choices than the tabbed activity composer.
Where: This change applies to Lightning Experience in all editions.
How: Users click the buttons to perform the action, or they can click the dropdown menus for more actions.
The dropdown menus offer new features. In the Email dropdown, if a user has more than one email address, they can choose from up to three addresses to send the email. Users can also get to their email preferences quickly. And users can easily add email to their to do list.
In the Log a Call dropdown, users can choose from multiple phone numbers.
As with the tabbed activity composer, admins can add custom actions to customize the menu. For email, custom actions, such as Email 1 and Email 2, are of type Email. For Log a Call, custom actions such as Log A Call 1 and Log A Call 2 are of type Log a Call.
Quickly Clone Partial and Full Sandboxes (Generally Available)
For Partial and Full sandboxes hosted on Hyperforce, the Quick Clone technology enhances the speed at which they’re replicated. Teams can focus more time on building and testing solutions, and less time waiting for sandboxes to be cloned.
Where: This change applies to Partial and Full sandboxes hosted on Hyperforce.
When: This feature will be rolled out as a staggered release after February 11, 2023.
Who: To clone a sandbox, you need the Manage Sandbox user permission.
How: Salesforce admins don’t have to enable this feature. Quick Clone is the default for all sandboxes hosted on Hyperforce.
SalesFix Spring 23 picks for Marketing Cloud Account Engagement (Pardot):
Improve Efficiency in Your Business Unit with Account Engagement Optimizer (Beta)
Get actionable recommendations to help you maximize efficiency and get ahead of issues in your business unit. The recommendations Account Engagement Optimizer gives can assist you to do things such as monitor email send times and visitor tracking.
Great features includes view and manage a list of suggested actions in a table which can help you prioritise by urgency and impact, including pausing and cancelling jobs giving you greater control.
This was advertised in the roadmap as a ‘pilot’ for Spring ‘23, but Optimizer will launch in Spring ‘23, in beta. Learn More Here
NOTE: This feature is a Beta Service. Customers may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms. To find out more about Beta Services Click Here.
Sending Domain Validation Is Changing
This change applies to all MCAE editions. Please note that Domains that you validated previously with DKIM remain validated. However, existing domains that weren’t validated previously now require this new validation method.
Sending domain validation now requires proof of ownership. For each of your sending domains, Account Engagement generates a unique validation key that you copy and paste into your DNS record. When you validate your domain, the system checks your DNS record to confirm that the TXT entry matches the validation key in your business unit.
How: From the Domain Management page in Account Engagement, copy the validation key for your sending domain and add it to your DNS as a TXT entry. After the key is added, verify the domain in Account Engagement by checking the DNS entries.
Pardot Real Time Automation Rule Setting Retirement
What is happening?
Salesforce is retiring the Account Engagement (formerly Pardot) ‘real time’ setting on automation rules with the Summer ’23 (June 2023) release. If your organization uses this capability, we wanted to tell you how this impacts you and what your options are.
Why is this feature being retired?
The ‘real time’ setting is a legacy option developed before the decision to exclusively support the Salesforce connector. It was designed to provide a way to prioritize automation rules when syncing with legacy CRM connector options. With the full support of the Salesforce connector, this functionality offers no additional value.
What does this change mean for me?
When the setting is retired, any existing automation rules that have ‘real time’ enabled will simply have the setting removed. Your automation rules will not be paused or impacted during retirement.
What action can I take?
You don’t need to take any action, but you can disable the setting early for automation rules that currently use it. To disable the setting, edit an automation rule and deselect Execute in Real Time. To disable the setting in bulk, use the table action dropdown on the automation rule list view and select Disable real-time automation.
If you have any questions in relation to our top Spring 23’ Release notes feel free to CONTACT US.
Is your organisation taking full advantage of latest releases and optimising your Salesforce investment? Learn more about our CUSTOMER SUCCESS PROGRAM.
