Salesforce Winter ’23 Release Notes: Highlights

Every year, Salesforce provides us with three significant new releases, one in the spring, one in the summer, and one in the winter. Each new edition of Salesforce has a number of updates and features that have a variety of effects on the organizations that use Salesforce. The Salesforce Winter ’23 Release Notes have been made available. In this article, you’ll get a detailed rundown of the recently Released Salesforce Winter ’23 Features.

The following modifications have been made to the marketing cloud functionalities that are included in the Salesforce Winter ’23 Product Release.

1. MFA Improvement for Micro Organizations

The Multi-Factor Authentication (MFA) feature will be available for direct Salesforce logins beginning with the Winter ’23 release. This feature will be available to organizations with less than 100 registered users. 

If the number of active users in your Salesforce organization is below the threshold of 100, it is in your best interest to ensure that you are fully cooperative with the MFA criterion right now and that any MFA-exempt user categories are protected from being impacted by this upgrade.

2. Standard-object-specific Dynamic Forms

The long-awaited addition of dynamic forms for Profiles, Firsthand Accounts, Connections, and Prospects has arrived. The Lightning Record Page may be further personalized with the addition of Dynamic Forms. 

The Lightning Record Page allows you to replace the page layout element with custom fields and areas, each with its own set of visibility criteria so that users see just the information they need at any given moment. Also, with the click of a button, you can convert the Record Detail item into a Dynamic Form component, automating the whole process of making dynamic forms.

3. Salesforce Dashboards and Reports Updates

Reports and Dashboards are consistently updated by Salesforce with each new version. The following improvements are made to the dashboard and the reports in the salesforce platform.

Use Salesforce Fields to define Custom Report Types (Beta)

Salesforce keeps adding features to make it easier to choose the optimal report format for each given scenario. Users may now narrow down the available custom report kinds based on a set of required fields. 

This feature enables the users to screen by up to twenty fields that are essential for the creation of the particular report that they are working on, and it is particularly helpful when it comes to locating the appropriate custom report type.

Review the Structure of a Custom Report Type During Report Creation

Users may now go through the framework of a predefined report type before choosing it for a new report they’re about to create. This new feature can be found in the report type’s details panel and displays information about the connected objects and their connections, as well as the results of any joins that were specified for the report.

4. Updates to Permissions for Users

Salesforce Winter ’23 Release highlights include the following updates to permissions for users.

User Access and Permission Assistant

The User Access and Permissions Assistant is an application that can be downloaded from the Salesforce AppExchange that was formerly known as the Permissions Helper. Its primary purpose is to assist with the analysis and reporting of access assignments.

This tool may assist you in controlling and measuring rights throughout your organization by adhering to the best practice recommended by Salesforce, which is to address user management by adopting the concept of least privilege.

Set Field-Level Security on Permission Sets for a Field During Field Creation

Salesforce will continue to enhance Permission Sets to make them more robust as the company encourages its customers to use them instead of Profiles. New fields on objects may now have their security based on permission sets rather than profiles, making it easier to adhere to security best practices.

5. Salesforce Flow Updates

Salesforce has been steadily rolling out updates to Flow. Salesforce Winter ’23 Release highlights feature the following Flow improvements. 

Select and Copy Flow Element

Anyone who has ever tried to relocate a Flow component from one segment to another knows how difficult it can be. By allowing users to copy and paste Flow elements, Salesforce has addressed this annoyance by doing away with the need to do any post-moving cleanup.

Specify Time Offsets for Scheduled Paths in Months

Time elapsed in increments of minutes, hours, and days since a trigger was the sole metric available for scheduling pathways in Salesforce prior to the Salesforce Winter ’23 Product Release. This brand-new feature of Salesforce now gives you the option to plan your route to run on the same day of another month’s calendar.

Not In and Use In Actions to Identify Related Records

The new In and Not In operators may cut down on the number of SOQL searches and DML statements in a Flow by allowing users to get related entries without resorting to a Loop element.

Screen Flow Capability for Selecting Multiple Records out of a Table (Beta)

If you need to show a set of information on a flow screen, you may do it with the help of the recently introduced Data Table screen flow element. You have the option of making the table read-only or giving users the flexibility to choose multiple entries for usage subsequently in the flow when creating the screen.

Update related records using Record-Triggered Flows

The new record-triggered flows feature will be available in the Salesforce Winter ’23 Features. With this new feature, you will be able to utilize Flows to upgrade any data that is connected to the record that prompted the Flow in the first place. Users will also have the ability to define filters using this functionality, allowing them to just update certain linked records rather than all associated data altogether.

6. Slack’s Sales Cloud

Since Salesforce completed the acquisition of Slack in July of last year, the company has been putting a lot of effort into developing a connection between the two platforms that will result in increased sales efficiency. 

With the additional functionality included in the Salesforce Winter ’23 Release Notes, sales teams may use Slack as their centralized hub for all communication related to their accounts and possibilities. New record updates can be automatically posted into Slack from Salesforce, and your sales team can engage in channels centered on specific opportunities using the Sales Cloud for Slack app.

Marketers that join Salesforce often have the goal of scaling their operations and expanding their businesses in a logical and sustainable manner. By helping marketers save time and money, the most recent innovations included in the Salesforce Winter ’23 Product Release get them one step closer to achieving their objectives. 

Get in touch with Manras if you need assistance putting these enhancements into action in your Salesforce organization. Whether you have experience with Salesforce or not, you can rely on Manras to provide you with the most workable solutions possible since we are experts at maximizing the potential of Salesforce solutions.