Top 10 Salesforce Winter ’23 Release Features

Winter Has Come! And so has Salesforce with its newest and shiniest features on the way to your sandboxes and production orgs.

There is always a buzz surrounding Salesforce releases! Since this is the first release after Dreamforce 2022, the biggest event on every trailblazer’s calendar, the Winter release has attracted the greatest interest this year.

Salesforce knows exactly how to keep up with the momentum from its annual conference while delivering the innovations and features the community members witnessed during the event.

With the support of a number of improvements included in this release, Salesforce users should be able to automate and scale complicated business processes, customize customer interactions, and successfully drive growth.

This release includes new features and enhancements for Lightning Experience, Salesforce Flow, Lightning Web Component, Apex, Experience Cloud, Einstein Automate, Customer Data Platform, Field Service, Marketing Cloud Account Engagement (aka Pardot), Quip, CRM Analytics, Enablement Sites, and APIs.

Considering all these, the Winter ’23 release has piqued the interest of Salesforce aficionados (including us) and we have compiled a comprehensive list of the highlights.

Salesforce Winter ’23 Release: What’s New?

1. Set Field-Level Security on Permission Sets

You can now set field-level security for a field on the permission set instead of a profile when you create a field on an Object. In addition, you can set field-level security on permission sets during field creation rather than manually granting access to each field.

2. Monitor and Manage Amazon Connect Queues in Salesforce

Import Amazon Connect queues and associated memberships into your contact center with just a few clicks in Salesforce. Supervisors can now swiftly adjust the queues to which groups of agents are assigned, allowing them to respond to variations in call volume.

3. Search and Browse in Analytics Home

Discover and manage your Lightning reports and dashboards with new filtering and browsing capabilities that make it easier to manage analytics. With Analytics Home’s new filtering and browsing capabilities, you can now easily find and manage your reports and dashboards. Moreover, with Analytics Home’s contextual search capabilities, you can discover insights quickly.

How to Use this?

1. Click the Browse tab (1) on the Analytics Home page.
2. Set the context and determine which columns and filters the user can access with Primary filters (2).
3. To narrow your search by date, use the secondary filters (3).

4. Track All Your Tasks With the To-Do List

For sales teams, tracking events and tasks is vital for keeping a track of their day-to-day activities. Earlier, Salesforce’s ‘Daily Task’ components were only visible to users from the account or opportunity record. The new ‘To Do List’ stored in the console will make it easier for sales reps to identify upcoming tasks. The rep will now be able to see all their assigned tasks in one component available throughout Salesforce. Sales Engagement users can see, sort, and organize tasks from records or cadences in a single actionable view with the ‘To-Do List’ docked in the ‘Utility Bar’. Labels can be applied to tasks in the ‘To-Do List’ to customize how they are organized and prioritized.

5. Manage Picklist Values in Bulk

It is now possible to delete, activate, deactivate, or replace multiple custom picklist field values at once. A previous approach was to modify them one at a time. Multiple values can now be selected in the area and one of the new buttons can be used: Delete Selected, Deactivate Selected, Replace Selected, or Activate.

6. Resolve Cases with Einstein Search Answers

Earlier, agents used to access the record page and copy the URL and article part to respond to a query. Now, by using Einstein Search Answers to glean the most pertinent details from a knowledge page, agents may act right away. The change is applied to Lightning Experience and all versions of the Salesforce mobile app in the Essentials, Professional, Enterprise, Performance, and Unlimited editions with Lightning Knowledge and Einstein Search for Knowledge enabled.

How to Use This?

Enter a question, such as – how do I add an email signature? Then copy and share the answer or source link.

7. Auto-enable Multi-Factor Authentication

Salesforce will automatically enable MFA for direct logins in the first half of 2023. As a result, all Salesforce users must use MFA to log in, whether they’re logging in directly or through single sign-on (SSO). Now is the right time to set up MFA in order to avoid disruptions at the last minute.

8. Sales Cloud for Slack

A much-anticipated update for Slack and Salesforce users! In July 2021, Salesforce acquired Slack . As of Winter ’23, both platforms will be integrated seamlessly with Sales Cloud for Slack app. Within Slack, users can collaborate on Account and Opportunity-focused channels and leverage Salesforce data. Now, you don’t have to switch between applications and use ‘Ctrl+F’ to search the group chat. Adding this feature to a sales team would increase communication and collaboration.

By using Sales Cloud for Slack app, users can:

• Access, update, and share accounts, contacts, leads, and opportunities.
• Manage their sales pipeline.
• Create Slack record views for standard and custom objects.
• Set reminders for upcoming close dates, unchanged stages, and unchanged next steps for opportunities owned by the sales team.
• Manage key deals using sales channels in Slack or Salesforce by linking accounts and opportunities to channels.
• Make Slack more efficient by using feed channels for important announcements. Your team will be kept informed when deals with a high probability of closing are won or increase in value through feed channels.
• Create Salesforce-based Slack actions with Flow Builder. For example, you can automatically create Slack channels when a new deal is introduced above a certain dollar amount.

This app requires a Slack and Sales Cloud license.

9. Synchronize the Entire Database

Now, you can perform a full database sync – a very important and much anticipated new feature. It is no longer necessary to add a new prospect field to trigger a sync.

Here are some things to know about this new feature:

• There is a seven-day sync limit.
• All Marketing Cloud Account Engagement editions support it.
• It can synchronize only with Marketing Cloud Account Engagement business units with fewer than 500K prospects.

10. Engagement with Marketing Cloud Accounts

Here’s an exciting update for Marketing Cloud Account Engagement (FKA Pardot) Engage Studio in Marketing Cloud Account Engagement now allows you to easily send data to third-party systems. Your prospect journey can be easily customized to incorporate actions such as sending surveys or texts. You can access this feature in Marketing Cloud Account Engagement’s Plus, Advanced, and Premium editions.

Migrate to Flow (Process Builder) – Yet to Release

Administrators, please take note of the following announcement! Admins are excited to see Workflow Rules and Process Builder disappear to make way for Salesforce Flow. Workflow Rules can be moved into Salesforce Flow with just a few clicks, and one of the biggest questions is – when will Processes be able to be migrated to Salesforce Flow the same way as Workflow Rules? It’s coming soon, and it’s expected to be in the very next release – Spring ’23 .

This release includes several Salesforce Flow features previously only available in Process Builder. As each feature is added, Salesforce Flow gets closer to becoming the only declarative automation tool in Salesforce, and one step closer to creating a native migration tool for Process Builder to Flow.

Want to Make the Most of the Salesforce Winter ‘23 Release Features? Talk to Us!