Salesforce Spring 23 Release Interesting Features

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Spring 23 sandbox preview cutoff date is Jan 7th, 2023. Refresh your sandbox between now and Jan 7th to redirect to preview instance as per sandbox preview instructions article. Post Jan 7th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to Spring 23 on Jan 7th, 2023 and non preview instances on Feb 8th/15th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Spring23 release notes - here

Release Readiness Trailblazer Community Group - here

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Spring23 Release Highlights | Demo here - TBU

Flows - 

• Convert Processes to Flows with the Migrate to Flow Tool, The Migrate to Flow tool supports only record-triggered processes. Custom event and custom invocable type processes aren’t supported.
• MuleSoft Composer for Salesforce is now Flow Integration
• Automate processes with external data by creating Flow Builder actions that call web-based service APIs using HTTP Callout.
• Build Screens with Interactive Components (Beta)- you can build screens that feel like single-page applications and reduce the number of screens for your user.
• Flow builders can now use multi-select picklists with the Checkbox Group and Multi-Select Choice components.
• Now you can easily see what each element is doing within a flow in Auto-Layout. Previously, to see the user-provided description, you opened the element.
• Now it’s easier to find what you’re looking for in the flow element menu in Auto-Layout with element descriptions in tooltips.

General Enhancements - 

• Email Streamline - To reduce the number of emails that you receive, the Release Is Live email is updated, and the Features Enabled email is discontinued.
• To improve memory usage and the scalability of console sessions in Lightning Experience, set the maximum number of loaded console tabs.From Setup, in the Quick Find box, enter Loaded Console Tab Limit, and then select Loaded Console Tab Limit.

Lightning App Builder - 

• Dynamic Forms capability is now available for case and lead earlier it is for account/contact/opportunity
• Dynamic Actions for Standard Objects (Generally Available)
• Add Save Options to Accounts, Cases, and Leads with Dynamic Forms 
• Dynamic related lists now include a View All link so that users can see a full list of related records, Previously, users saw only up to 30 records in a dynamic related list on the record detail page.
• Use the new Pinned Right Sidebar (3 regions) template to create record pages in which you can show important information

Sharing - 

• Recalculate Account Sharing Rules Faster (Beta)

Enhanced Domain -

• To opt out of the automatic deployment of enhanced domains deselect Automatically deploy enhanced domains with Spring ’23, doing this release update will now be enabled as part of next release Summer23 - Enhanced Domain FAQ

Analytics(Reports&Dashboards) - 

• Report subscription limit has been increased from 7 to 15
• Collections can be leveraged by enabling the unified experience setting

Other Interesting Features- 

• Async soql is being retired from Spring23
• You can now delete, activate, deactivate, or replace multiple custom picklist field values at once. Previously, you modified them one at a time. This feature is available only for custom picklists with predefined values.
• Track up to six fields so that your team can see what’s changed in the Related tab for events and tasks. The Activity Record History component is automatically added to default event and task Lightning pages.
• Now when you set or change field-level security for a field on permission sets, you can view by permission sets with object permissions, or by all permission sets.(Ensure to enable FLS for permission sets in User Management Settings), Profile Permissions is set for end of life during Spring26 release, details here https://admin.salesforce.com/blog/2023/permissions-updates-learn-moar-spring-23

Spring23 Enforced Release Updates - 

• Apply User Access Permissions to Navigation Menus Retrieved by Apex in Experience Cloud Sites (Release Update)
• Enable Content Sniffing Protection (Release Update) - Post enforcement this can be disabled by navigating to session settings
• Upgrade SAML Single Sign-On Framework (Release Update)
• Run Flows in User Context via REST API (Release Update)
• Enable Stronger Protection for Your Users’ Personal Information (Release Update)
• Upgrade SAML Single Sign-On Framework (Release Update)
• Require Granular Flow Permissions for Experience Cloud Guest Users (Release Update)

Salesforce Enhanced Domains Spring 23 Enforcement

Enhanced domains are required for sandboxes and non-production orgs in Winter ’23 unless you enable an org-level setting that postpones their enforcement until Spring ’23.

When you enable enhanced domains, login URLs for your sites change. Your My Domain login URL changes when you enable enhanced domains in a sandbox. Enhanced domains don’t change your My Domain login URL in production unless you also change your My Domain name or suffix. 

When you enable enhanced domains, all URLs across your org contain your company-specific My Domain name, including Experience Cloud sites and Salesforce sites. Also, your URLs don’t change when your org is moved to another Salesforce instance.

Differences Between Sandbox and Production

When you enable enhanced domains, your production My Domain login URL format, MyDomainName.my.salesforce.com, doesn’t change unless you also change your My Domain name. However, enabling enhanced domains in a sandbox adds the word “sandbox” to the org’s My Domain login URL: MyDomainName--SandboxName.sandbox.my.salesforce.com.

 Potential Impact

• Users can experience errors when attempting to access Salesforce, including but not limited to Experience Cloud sites, Salesforce Sites, and Visualforce pages.
• Some embedded content stored in Salesforce no longer appears.
• Third-party applications can lose access to your data.
• Single sign-on integrations with sandboxes can fail.
• Single sign-on integrations with orgs using the *.cloudforce.com and *.database.com domain suffixes can fail.

https://help.salesforce.com/s/articleView?id=sf.domain_name_enhanced_why.htm&type=5

Salesforce Winter23 Release Interesting Features

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Winter23 sandbox preview cutoff date is Aug 25th, 2022. Refresh your sandbox between now andAug 25th to redirect to preview instance as per sandbox preview instructions article. Post Aug 25th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded toWinter23 on Aug 25th, 2022 and non preview instances on Oct 8th/15th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Winter23 release notes - here

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Winter23 Release Highlights | Demo here -

• Bulk Delete Inactive Picklist Values - Beta Feature, From setup, navigate to Data>picklist setting>Enable Bulk Delete Inactive Picklist Values (Beta).  You can select multiple values and use one of the new buttons: Delete Selected, Deactivate Selected, Replace Selected, or Activate Selected. This feature is available only for custom picklists with predefined values.
• Clone Apps(Beta) Quickly create new Lightning apps by cloning existing apps.
• GA - Improve address data accuracy and your users’ experience with Custom Address Fields
• You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with Dynamic Forms.
• Now when you filter dynamic related lists in the Lightning App Builder, you can select multiple filter values for picklist fields.
• Monitor your event publishing and delivery usage easily in Setup for high-volume platform events and change events.
• Versions 21.0 through 30.0 of the Salesforce Platform API are being retired in Summer ’23. They are now deprecated and are no longer supported by Salesforce. 
• Code Builder (beta) is a modern, web-based development environment that makes it easy for you to develop such as Apex, SOQL, and Lightning Web Components, all from within a browser.without downloading software to your local device. Download the app here
  
• GA-Invocable.Action is a new Apex class that allows you to call invocable actions from Apex code.
• Use new filtering and browsing capabilities to find and manage your Lightning reports and dashboards. From Setup, in the Quick Find box, enter reports, and then select Reports and Dashboards Settings. Select Enable the Unified Experience for Analytics Home. From the App Launcher, select Analytics.
• Filter Custom Report Types by Salesforce Fields (Beta), to enable this contact support
• Analyze and report on permission assignments with the User Access and Permissions Assistant.To use this feature, download the app from AppExchange. Complete the tasks to enable the Tooling API for the app. And then create and assign permission sets for users who must access the app.
• Beta Feature - Now when you create a field on an object, you can follow best practices and set field-level security for a field on permission sets instead of profiles.
   

Service Cloud -

• Designate a set amount of time after each messaging session for agents to wrap up their work.On the Service Channels page in Setup, find your service channel for Messaging. In the After Work Configuration Time section, select Give agents wrap-up time after conversations, and enter a time in seconds.
• Use automation in Omni-Channel flows to route cases to the right agents. When Email-to-Case generates cases from incoming emails, your Omni-Channel flow can determine where to direct them. Previously, Omni-Channel flows didn’t support case routing unless you created a record-triggered flow.
• Mark a knowledge article as a favorite without worrying about the article version number or language. Knowledge article favorites redirect to the latest published version, regardless of which version was initially marked as a favorite or whether it was deleted. 
• Einstein Search for Knowledge is now generally available.
• To improve the customer experience, notify customers how long they must wait to speak to an agent.Set up estimated wait time for calls in a phone channel or messages in a Messaging for In-App and Web channel. 
• To learn more about what Omni-Channel components to set up and get a list of all setup tasks, go to the new Omni-Channel setup home.
• To quickly respond to an overflowing queue in the contact center, a supervisor can reassign agents and groups to queues in Omni Supervisor. 
• Make your supervisors’ jobs easier by adding custom actions to Omni Supervisor. Actions can call screen flows that let supervisors perform tasks such as sending a Slack message to your agents, reassigning work in a queue, or assigning an agent to a different shift. 
  

Flows - 

• You can now decide when to show the Toolbox for resource and element management while in auto-layout. The Toolbox is hidden by default
• The Add Elements dialog box in the Flow Builder canvas now includes a search bar. 
• GA - Before you activate a record-triggered flow, you can now test it to quickly verify its expected results and identify flow run-time failures. 
• Workflow rules creation is disabled. You can still activate, deactivate, and edit any existing workflow rules.

Enhanced Domains (Release Update) -

• From Setup, in the Quick Find box, enter My Domain, and then select My Domain. In the Routing section of the My Domain page, click Edit, then select Postpone the enforcement of enhanced domains until Spring ’23, and save your changes. Repeat this step in each sandbox or non-production org where you want to postpone the enforcement. This option is unavailable after your sandbox or non-production org is on Winter '23. You can disable enhanced domains until they’re enforced in all orgs in Spring ’23.

Winter23 Enforced Release Updates - 

• Enable Permission Set Expiration and Enhanced UI (Release Update)
• Enable Stronger Protection for Your Users’ Personal Information (Release Update)
• Enable Visualforce JavaScript Remoting Enforcement (Release Update)
• Experience Browser Performance Improvements for Salesforce CPQ (Release Update)
• Remove Guest User Assignments from Permission Sets Associated with Permission Set Licenses with Restricted Object Permissions (Release Update)
• Validate Getter and Setter Access Modifier Enforcement during Visualforce Expression Language Parsing (Release Update)

 

Salesforce Summer 22 Release Sneakpeek/Interesting Features

Please do continue to like, share and subscribe sfdconestop Youtube channel, if you find the Salesforce tutorials(100+ Video's) to be informative!!
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Summer 22 sandbox preview cutoff date is May 6th, 2022. Refresh your sandbox between now and May 6th to redirect to preview instance as per sandbox preview instructions article. Post May 6th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to summer 22 on May6th, 2022 and non preview instances on June 4th/11th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Summer22 release notes - here

Summer22 Pre Release org sign up here  21st April

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Summer 22 Release Highlights | Demo here -

Permission Set Assignment Expiration - You can Manage Permission Set Assignment Expiration with an Enhanced User Experience is now Generally Available watch demo here

Bulk Delete Inactive Picklist Values - Beta Feature, From setup, navigate to Data>picklist setting>Enable Bulk Delete Inactive Picklist Values (Beta). Available only for custom picklist fields on an object and not available for picklist fields that use a global value set, only available for unrestricted picklists.Throws error for Duplicate values too! watch demo here

Dynamic Related Lists - New component in Lightning App Builder (LAB) called 'Dynamic Related List - Single' which can be configured entirely within LAB including the ability to choose, reorder, and sort columns, add actions, and filter watch demo here

Flows -

• Directly from object manager page, you can access Flow Triggers and Flow Trigger Explorer!
• Create new flows/order flows using drag/drop from flow trigger explorer page
  
• Migrate to Flows - This feature is now GA, time to migrate all your production workflows to flows! watch demo here
• Flows Tests -This feature is beta and used to test the flow logic for any new changes made to existing flow. watch demo here
• In Summer ’22, only users with View All Data permissions enabled can debug record- and schedule-triggered flows. Previously, users without the View All Data permissions could debug triggered flows.
• You can now delete a flow or process version from a managed package in the org that uploads the package.  
• Sections with headers are collapsible and always open by default to make screen flow completion more efficient.watch demo here

Search Manager-

• Easily view all searchable objects and the search status of each field with Search Manager.

Security-

• To enable MFA for all users in your org, from Setup, in the Quick Find box, enter Identity and select Identity Verification. Then select Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org.
• To help you test enhanced domains, they’re enabled by default in new and refreshed sandboxes. If enhanced domains aren’t enabled in your production org, you can disable this option.
• To avoid potential conflicts between follow-up processes such as CNAME and DNS updates, you can’t make two domain changes that require provisioning within 15 minutes. 
• To avoid potential conflicts between follow-up processes such as CNAME and DNS updates, you can’t make two domain changes that require provisioning within 15 minutes. 

Sales Cloud -

• Person Accounts can be enabled without reaching out to Salesforce Support.
• Campaign owners can share individual campaign records with other Salesforce users in Lightning Experience.
  
• With custom filters, your sales team can filter by standard number, currency, and picklist fields for forecasts to pinpoint the data to study.When you create a forecast type in the setup flow, select the standard fields and condition logic to filter by. You can add up to three conditions and use the AND operator only.

Experience Cloud - 

• Mobile Publisher - Two new preconfigured tabs—Home and User Settings—along with a hamburger menu and a back button make it easier than ever for your users to navigate your Experience Cloud mobile apps. 
• Flows are now available in LWR sites, across all LWR templates. With flows, you can harness the unlimited flexibility of Flow Builder to show screen flows on your site.

Service Cloud -

• You can add the Check Availability for Routing action to an Omni-Channel flow to determine the number of agents online and the number of work items waiting to be picked up for the specified routing requirements
• Beta Bot feature - Test and iterate on your bot before making it visible to your customers with Text Preview regardless of its activation status or connection to a channel. 
• Evaluate bot performance right out of the box with 16 new pre-built standard reports. 
• Milestone timer now stops when a record exits the entitlement process. It’s no longer necessary to stop the milestone timer manually by selecting Is Stopped. 
• You can enable Auto Accept for all agents at the service channel level against to presence configuration
• Omni-Channel Flow supports routing to and from Enhanced Bots, now generally available, on Messaging for In-App and Messaging for Web channel
• Create your own bot templates from scratch or from existing bots. You can even package and share your bot templates between orgs or on AppExchange so everyone can use your bot customized for your industry or use case. 
  

 Reports/Dashboards-

• Generally Available - Save time while staying up to date by editing multiple records inline on the report run page(Date Fields, Lookups, Picklists, Text, Number and Checkbox fields supported)
• The Analytics Home is available as a beta feature to manage Lightning reports and dashboards for a org where CRM Analytics is enabled. From Setup, in the Quick Find box, enter Reports, and then select Reports and Dashboards Settings. Select Enable the Unified Experience for Analytics Home. From the App Launcher, select Analytics.

CRM Analytics-

• Tableau CRM is now known as CRM Analytics. 
  

Development -

• Apex -You can indicate the mode of the operation by using WITH USER_MODE or WITH SYSTEM_MODE in your SOQL query. This example specifies user mode.Database operations can specify user or system mode.List<Account> acc = [SELECT Id FROM Account WITH USER_MODE];
• Invocable.Action is a new Apex class that allows you to call invocable actions from Apex code. For the developer preview, this feature is available only in scratch orgs.
• API - API Versions 7.0 through 20.0 of the Salesforce Platform API are now retired and unavailable. Requests to these versions now fail with an error message indicating that the requested endpoint has been deactivated. 
• API Versions 21.0 through 30.0 of the Salesforce Platform API are now deprecated and are no longer supported by Salesforce, will be unavailable in Summer23. 

Productivity Features-

• Activity - Due dates for overdue tasks now appear in red, making them easy to spot.
• If your company sends email through external services such as Office 365, Gmail, or Inbox, each HVS (High Velocity Sales) rep can send up to 1,000 automated emails a day. HVS automated emails don’t count toward your org’s email or list email limits.
  

  Summer22 Enforced Release Updates - 

• Accurately Measure the CPU Time Consumption of Flows and Processes (Release Update)
• Bypass MFA Challenges for Single Sign-On Auth Provider Logins (Release Update)
• Experience Browser Performance Improvements for Salesforce CPQ (Release Update)
• Legacy API Versions 7.0 Through 20.0 Are Now Retired (Release Update)
• Legacy API Versions 21.0 Through 30.0 Are Now Deprecated (Release Update)
• Securely Update Email Addresses and Reset Passwords (Release Update)