SfdcOneStop: April 2023

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Summer 23 sandbox preview cutoff date is May 4th, 2023. Refresh your sandbox between now and May 4th, 2023 to redirect to preview instance as per sandbox preview instructions article. Post May 4th, 2023, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release.

All preview instances will be upgraded to Summer 23 on May 4th, 2023, 2023 and non preview instances on June 10th.

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

Summer23 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.

Summer 23 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 and scheduled actions. A scheduled action is migrated as a scheduled path in a flow.
Flow user permissions are now all consolidated under a new Flow and Flow Orchestration section in App Permissions. Previously, they were dispersed throughout System Permissions.
Standard flows that contain triggers now appear in Flow Trigger Explorer.
Automate processes with external data by creating an HTTP callout action that calls a web-based service API, all within Flow Builder and without code.You can now edit an HTTP callout action declaratively and more easily configure the parsing of the API’s response that makes the external data usable in flows.

General Enhancements -

Generally Available -When you create a field, set its field-level security on permission sets instead of profiles.

Delegated administrators can now manage the assignment of permission set groups for users in their delegated group, giving you more time for other admin tasks.

Beta feature - Users can select up to 100 records in the related list and perform mass updates instead of single record updates.
Salesforce deploys enhanced domains in Summer ’23. If you encounter an issue after that deployment, you can disable this feature until Salesforce enforces this update in Winter ’24
Salesforce enables Salesforce Edge Network on a rolling basis between Summer ’23 and Winter ’24.You can defer that enablement through a My Domain option, and you can disable Salesforce Edge Network within 7 days after the enablement has occurred.
Use the LoginEvent and LoginEventStream objects in Real-Time Event Monitoring to track login flows for connected apps. Use this data to monitor use of insecure flows, including the user-agent and username-password flows.

The related list View All page now renders using Lightning Web Components (LWC) instead of Aura. Using LWC, the full list of related records loads earlier and renders faster.

Lightning App Builder -

Control field alignment across columns by using a new property on Dynamic Forms Field Section components. The Align fields horizontally property prevents fields in multicolumn Field Sections from collapsing upward when there’s a gap due to differences in field heights.
Previously, Dynamic Forms was available only on desktop. Now, with Dynamic Forms on Mobile (beta), your mobile users can have the same customized experience that your desktop users have.

Service Cloud -

Use the individual-object linking flow template called Find Contact for Associated Case from Email-to-Case. Add it to the Actions & Recommendations component.
In Summer24, Salesforce is retiring the existing email editor in the docked and case feed email composers.The Lightning editor provides an updated user interface and other new features: full-screen mode, the ability to print from the menu, undo and redo buttons, and smart copy-paste. It also complies with Salesforce security standards.
When agents start to type a search string, search results include email messages with matching subjects. Previously, typeahead didn’t consider email messages.
Show supervisors real-time metrics to help them identify and resolve issues quickly. In this continuing pilot, the wallboard includes more charts. On the Omni Supervisor tab, supervisors can select a queue of interest to filter the metrics shown.
Omni Supervisor shows agent capacities for interruptible and non-interruptible work.[Pilot Feature - need to work with AE]
Knowledge article authors and knowledge managers can publish articles in 15-minute intervals to better address the targeted nature of certain types of communications.

Experience Cloud -

Knowledge article authors and knowledge managers can publish articles in 15-minute intervals to better address the targeted nature of certain types of communications.
With Expression Based Visibility, now generally available, you can show or hide individual components based on rules that contain a set of conditions.
You can add the Edit standard action and Create a Record and Update a Record quick actions to the Actions Bar. Previously, only headless Lightning web component quick actions were supported.
In Lightning Experience, when you create a public link to share a file, you can choose to set a date when the link expires. You can also protect access to the file with a password.
When a membership request finishes processing, Salesforce sends you an email notification and confirms whether processing was successful.
Now Salesforce emails you when you reach 95% of your portal role limit, so you have time to make adjustments before you run out of roles. When you reach your portal role limit, you can’t create more users. To increase the number of roles, enable Account Role Optimization.

Sales Cloud -

GA - Without leaving the opportunity record, teams can see how multiple products and each team member fits into a sales motion. And with opportunity product splits reports, team members can track all of the opportunities they contribute to.
Users can use the new search field to quickly find the specific items they’re looking for in the To Do List. Users can act on the tasks that matter most, wherever those items are in the list. Previously, users could tag items and create lists, but not search.

Summer 23 Enforced Release Updates -

SfdcOneStop

Saturday 29 April 2023

Salesforce Summer 23 Release Interesting Features