Salesforce Winter ‘23 Release Top Picks

It may only be in the middle of winter, but the Salesforce Winter ’23 Release has been out for some time now. After testing it out, we’ve compiled our team’s favorite features and functionality now available in your Salesforce org.

Be More Dynamic

We knew Dynamic Forms were amazing when they were first introduced for custom objects in the Winter ’21 release. Now, with the Winter ’23 release, this functionality is available for account, contact and opportunity record pages.

If you’re not already using it, Dynamic Forms enable you to:

• Easily manage page layouts by determining the fields and sections on your page without having to toggle back and forth to the page layout editor
• Reduce the number of page layouts needed with component visibility rules on fields and sections
• Organize your page layouts in a way that makes the most sense for your users
• Like Forms, Related List Filters are getting a Dynamic overhaul. Now you can filter your related lists with multiple values for picklist fields. Need to see all cases with a high or critical priority? Now you can display it on your Related List!

Here are some great examples of how we’ve implemented this for our clients:

• Replaced an internal intake form with a dynamic form leveraging existing fields/data minimizing duplicative data entry and increasing Salesforce usage
• Moved details tab third-party fields to their respective third-party tabs, decluttering and simplifying the primary details, while creating a more intuitive UX.

Get Analytical

If you’re leveraging Salesforce Analytics and struggling with toggling back and forth to your other reports and dashboards, struggle no more. Analytics Home now can include Reports and Dashboards. Just enable the feature in Reports and Dashboards settings in Setup.

Specifically for reports, you can now see details about the Report Type when creating a new report. View what objects and fields are used. Now in Beta, the ability to filter your report types by fields – enabling you to get to the exact data you need faster.

Go With [the] Flow

There are numerous improvements to Flow with this Release., So much so, you can officially sail away from Process Builder and Workflow Rules for good. Here’s a quick hit list of all the amazing functionality available now:

• Cut and paste flow elements: Say goodbye to copy, paste, delete!
• Use Formula Builder in Flow Resources and Collection Filter Elements (Check Syntax? Yes, please!)
• Use ISCLONE in Record-Triggered Flow Formulas
• Use Case: Ensure certain fields are reset or cleared out completely when a record is cloned to maintain data quality
• Use Record-Triggered Flows to Update Related Records
• Use Case: Update all opportunity team members’ access to read-only when an opportunity is closed
• Use In and Not In Operators in Flows to Find Related Records
• Use Case: Find all Opportunities with Account IDs that are in this record collection of Accounts
• Filter Your Picklists by Record Type in Flow Screens
• Select Multiple Records in the Lookup Flow Screen Component
• Select Multiple Records from a Table in a Flow Screen (BETA)
• Use Case: Select Account (or multiple!), view/select all Contacts to change
• Launch Screen Flows with Lightning Web Components
• Control Flow Screen Visibility Based on Record Field Values on Dynamic Forms
• Get Multicolumn Flow Layouts with the Section Component
• See the full list and details here.

Enable Your People

In-App Guidance keeps getting better with each release. Now, you can help users by targeting more granular elements and highlighting the component using a gray backdrop. Avoid duplicating work by leveraging Salesforce’s out-of-the-box in-app content.

Support your Service and Experience Cloud users with Broadcast Communications. Send progress reports to affected customers or leverage a site banner to alert users to incidents.

This is Critical

Enhanced Domains and Multi-Factor Authentication continue to be critical updates with looming deadlines. While the process to ensure a smooth transition through these updates can feel overwhelming, we’re here to make the journey easier. Contact us for support on any of the updates included in the Winter ’23 release notes.

Photo by Egor Kamelev.