Friday 19 August 2022

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.

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