Salesforce Summer time’23 Launch Fast Abstract



Final Up to date on April 30, 2023 by Rakesh Gupta

At the moment, the Summer time’23 launch is obtainable underneath the pre-release program. On the 05th of Might 2023, Sandboxes will probably be upgraded, and in consequence, your group will get the appear and feel of the Summer time’23 launch.

On this launch, you’ll find plenty of new options, in addition to new enhancements associated to Lightning Expertise, Salesforce Stream, Lightning Net Part, Apex, Expertise Cloud, Einstein Automate, Buyer Information Platform, Subject Service, Advertising and marketing Cloud Account Engagement (aka Pardot), Quip, CRM Analytics, Salesforce CMS, Salesforce Funds, Subscription Administration, Enablement Websites(myTrailhead), Information Cloud, Monetary Companies Cloud, Income Cloud, Salesforce CPQ, and APIs.

For instance, some thrilling options like Create Rich Search Results with Structured Data (Pilot), Check Voice Channel Performance with More Metrics (Pilot), Interrupt Long-Running Work to Handle Time-Sensitive Work (Pilot), Guide Your Mobile Workers at the Right Place and the Right Time (Pilot), Use DataWeave in Apex to Enable Data Transformation to Different Formats (Beta), and Enrich Predictions with Data from Related Objects (Beta) are coming to Salesforce. 

Additionally, take a look at these beta and pilot options:

  1. Configure Searchable Objects for Each User Profile (Beta): – Assist your crew get outcomes associated to their work by configuring all of your searchable customary and customized objects for every consumer profile. In Search Supervisor, now you can select which objects to make searchable or not searchable for every consumer.
    1. This variation applies to Lightning Expertise in Skilled, Enterprise, Efficiency, Limitless, and Developer editions.
  2. Start a Dynamic Flow Directly from a Dashboard Widget (Beta): – Launch flows out of your Analytics dashboard utilizing stream interactions. For instance, on a dashboard monitoring instances, design a textual content widget that launches your customized case task stream with a single click on. The stream interplay passes dynamic consumer ID values to the stream, so customers don’t have to depart your dashboard to do their work. Stream interactions can be found just for the textual content widget.
    1. This variation applies to CRM Analytics in Lightning Expertise and Salesforce Traditional. CRM Analytics is obtainable in Developer Version and for an additional value in Enterprise, Efficiency, and Limitless editions.
    2. Within the dashboard editor, choose the widget. On the Interactions tab on the Widget Properties panel, add a Begin a Stream motion and choose the stream.
    3. After including the interplay, a consumer can click on the textual content widget (1) and preview the dynamic values earlier than beginning the stream (2).
  3. Add to the Actions Bar in LWR Sites (Beta): – Assist your LWR website customers take extra motion on Salesforce information with elevated motion assist within the Actions Bar element. Present a customized set of Salesforce actions on an object element web page after which customise the bar to match your branding. On this launch, you’ll be able to add the Edit customary motion and Create a Report and Replace a Report fast actions to the Actions Bar. Beforehand, solely headless Lightning net element fast actions have been supported.
    1. This variation applies to LWR sites accessed by Lightning Expertise and Salesforce Traditional in Enterprise, Efficiency, Limitless, and Developer editions. It’s essential to have a minimum of one active community license in your org to make use of this characteristic.
    2. The Actions Bar element is obtainable by default for Account, Case, Contact, Lead, Alternative, Product, and customized object element pages. To see the element on different object element pages, go to and choose Present all elements. Drag the Actions Bar element wherever on an object element web page and add your actions to the bar.
  4. Accelerate Sales Cycles with Einstein Bots for Sales (Beta): – Ship customized conversations and generate certified leads with a customer-centric web site bot. Einstein Bots for Gross sales rework the web-to-lead expertise and show you how to construct buyer relationships at scale. The bots embrace dialogs and automation flows designed to streamline gross sales. For instance, they’ll pitch your merchandise’ worth to clients after enterprise hours, collect buyer info, and schedule buyer conferences. And you may personalize Einstein Bots for Gross sales to fulfill your enterprise wants. Get an internet site bot up and operating shortly with a guided onboarding expertise.
    1. This variation applies to Lightning Expertise in Enterprise, Efficiency, and Limitless editions.
  5. Build Bots Faster Using Einstein Bot Blocks (Beta): – Bot Blocks show you how to use and share nice bot capabilities with out constructing a complete bot, saving you effort and time. With this characteristic, now in beta, you’ll be able to add a dialog group to a number of bots. Nice examples of blocks embrace a fee processor, a conversational expertise, and an integration with a particular stream.
    1. This variation applies to Lightning Expertise and Salesforce Traditional in Enterprise, Efficiency, Limitless, and Developer editions. Setup for Einstein Bots is obtainable solely in Lightning Expertise.
    2. On the Bots Setup web page, click on the Bot Blocks tab. Click on New Block to create a block. To create a block from a dialog group, click on the dropdown subsequent to the dialog group and choose Export as Block.
  6. Resolve Cases Faster with Einstein Search Answers (Pilot): Get extracted related textual content from a information article to hurry up case decision. Work together with the solutions, and replica the hyperlink or reply to your clipboard. Plus, you’ll be able to simply view the reply supply.
    1. This variation applies to Lightning Expertise in Necessities, Skilled, Enterprise, Efficiency, and Limitless editions. Lightning Information and Einstein Seek for Information should even be enabled.
    2. Ask your Salesforce admin to activate Einstein Search Solutions from Information Object. This characteristic prompts 24 hours after it’s turned on. In case you have suggestions or points, e mail
  7. Monitor Contact Center Health in the Omni Supervisor Wallboard (Pilot): – 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.
    1. This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
    2. In Omni Supervisor, open the Wallboard tab and optionally select a queue. Wallboard charts show agent work statuses, handle times, average speed to answer time, average active work time, and after conversation work times for the last hour. Supervisors also see metrics about current work item status, maximum wait times, agent capacity statuses, and used and available capacity. The wallboard excludes work that’s routed using skills-based routing.
  8. Include Email Conversations When You Build Your Conversation Mining Reports (Pilot): – Now you need to use e mail conversations to construct stories with Einstein Dialog Mining. These stories show you how to higher perceive and determine widespread instances or buyer points. Beforehand, Einstein Dialog Mining appeared solely at your stay chat transcripts.
    1. This variation applies to Lightning Expertise and Salesforce Traditional in Enterprise, Efficiency, Limitless, and Developer editions. Setup for Einstein Dialog Mining is obtainable solely in Lightning Expertise.
    2. Go to Einstein Dialog Mining in Setup and activate the e-mail channel pilot. Then, whenever you create a report, choose E-mail Messages for the channel.

Supported Browsers for Lightning Expertise

Lightning Expertise is supported by Apple® Safari®’s newest model on macOS. The latest secure variations of Microsoft® Edge Chromium, Mozilla® Firefox®, and Google Chrome™ are additionally supported.

  1. Create Personalized Report Filters: – Share analytics with colleagues across your Slack workspaces and channels. Recipients can view dashboard details, share, subscribe, view a real-time snapshot of the dashboard, and quickly open the dashboard in Salesforce.
    1. This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. The CRM Analytics for Slack app is available for use where approved by a workspace admin and installed in Slack.
    2. Users must have the Connect Salesforce with Slack permission in Salesforce, and they must connect their CRM Analytics for Slack app in their Slack workspace to their Salesforce account.
    3. In a Lightning dashboard, click the Post to Slack icon.
  2. Scale back Buyer Wait Time with Waitlists: – Greeters (entrance desk reps) can seize the main points of consumers and test them in. Greeters assign every buyer to a waitlist primarily based on their motive for the go to, after which Salesforce Scheduler notifies the suitable service assets.
    1. This variation applies to Lightning Expertise in Enterprise, Efficiency, and Limitless editions with Salesforce Scheduler enabled.
    2. On the Waitlist Administration tab, click on Test In for a waitlist and enter the main points.
  3. Focus Your View with Extra Dashboard Filters: – Save time and effort and reduce dashboard redundancy. No more cloning dashboards for different teams and business units. Refine and target your dashboard data with up to five filters on Lightning dashboards. The previous limit was three filters.
    1. This change applies to Lightning Experience in Unlimited Edition.
    2. Reuse the same dashboard for all your regional teams while preserving existing filters that are already set up for each team. Previously, if you filtered on Stage, Opportunity Owner, and Type, you couldn’t add a Region filter that would allow you to reuse the dashboard for all your teams. Now you can include the Region filter and even have room for a Created Date filter as well.
  4. Improve Your Visualizations with Photos, Wealthy Textual content, and Dashboard Widgets: – Clarify Lightning dashboard charts, describe metrics and KPIs, and make clear tables with wealthy textual content proper the place customers want it. Add firm logos and branding, stream diagrams, and embedded photographs. Information customers by their knowledge with part titles, narrative textual content, and even animated GIFs. Elements are actually known as widgets in Limitless Version. Dashboards now assist as much as 25 widgets, together with a most of 20 charts and tables, 2 photographs, and 25 wealthy textual content widgets. The earlier restrict was 20 in complete.
    1. This variation applies to Lightning Expertise in Limitless Version.
    2. When enhancing a dashboard, click on +Widget and choose the kind of widget so as to add.
    3. Mix charts, textual content, and pictures to tell, have interaction, and information viewers.
  5. View Desk Totals and Subtotals in Direct Information: – To shortly summarize massive quantities of information from Snowflake or Information Cloud, add totals to essential knowledge columns, comparable to gross sales quantities, in a lens or dashboard desk. For a comparative evaluation on knowledge segments, comparable to gross sales by area, group the info within the desk and add subtotals. The abstract choices obtainable rely upon the desk kind. You may embrace column totals in values tables and totals and subtotals in evaluate tables. In pivot tables, you’ll be able to embrace row and column totals in addition to subtotals.
    1. This variation applies to CRM Analytics in Lightning Expertise and Salesforce Traditional. CRM Analytics is obtainable in Developer Version and for an additional value in Enterprise, Efficiency, and Limitless editions.
    2. In desk mode, click on Totals button for pivot tables and choose a abstract possibility.
  6. Salesforce Funds (Typically Accessible): – Salesforce Payments is now generally available on the Salesforce platform, compatible with B2B Commerce, D2C Commerce, and Salesforce Order Management. You no longer have to use the Salesforce Payments managed package, except for limited use cases, such as B2C Commerce customers who accept PayPal payments and want to issue refunds with Order Management. Read this submit for extra particulars.
  7. Make Part Widgets Dynamic with Parameters: – Use parameters to make a element’s widgets and question properties reply to consumer enter or question interactions. With parameters, you’ll be able to customise a element’s content material, comparable to a chart or metric, with out recreating it for every use case. Beforehand, element widgets couldn’t be modified and also you needed to recreate them every time you wished them to include one thing completely different. For instance, whenever you add the identical element to a number of dashboards it will possibly now change dynamically and combine with the content material of the dashboard.
    1. This variation applies to CRM Analytics in Lightning Expertise and Salesforce Traditional. CRM Analytics is obtainable in Developer Version and for an additional value in Enterprise, Efficiency, and Limitless editions.
    2. For instance, if you wish to allow interactions between a element and a dashboard filter, edit a element or create one. Within the Superior Editor, click on Create Parameter (1). Add a parameter label (2), non-compulsory description (3), and a default worth (4).
    3. After the parameter is created, it will possibly then be utilized in an interplay(binding) to allow the dashboard filter to replace the element.
  8. Set Subject-Degree Safety for a Subject on Permission Units As an alternative of Profiles (Typically Accessible): – If you create a area, set its field-level safety on permission units as a substitute of profiles. Or, modify the field-level safety for an current area for all permission units in Object Supervisor. This variation makes it simpler to observe the consumer entry management finest apply of utilizing permission units to handle your customers’ permissions slightly than profiles. This characteristic, now usually obtainable, consists of an enhancement so as to see every permission set’s object permissions for the sector’s object with out leaving the web page.
    1. From Setup, within the Fast Discover field, enter Person Administration Settings, after which choose Person Administration Settings. Allow Subject-Degree Safety for Permission Units Throughout Subject Creation. Now, whenever you create a area, set field-level safety on an current area, or change a customized area’s kind, you assign field-level safety for permission units as a substitute of profiles.
  9. Give Your Cell Customers the Dynamic Types Expertise (Beta): – With Dynamic Types, you’ll be able to add and take away fields individually from a Lightning report web page, break up report particulars into a number of sections, and set conditional visibility guidelines for fields and area sections, all in Lightning App Builder. Beforehand, Dynamic Types was obtainable solely on desktop. Now, with Dynamic Types on Cell (beta), your cell customers can have the identical custom-made expertise that your desktop customers have.
    1. From Salesforce Cell App Setup, allow Dynamic Types on Cell (Beta).
    2. In case you add dynamic varieties to a Lightning report web page and that web page features a Report Element – Cell element, your customers see solely the Report Element – Cell element from their cell gadget, even after you allow Dynamic Types on Cell Beta. In order that your customers can view Dynamic Types on Cell content material on pages that you just improve to Dynamic Types, take away the Report Element – Cell element from the web page. New ideas in Lightning App Builder remind you to decide in to the beta characteristic and to take away your Report Element – Cell elements.
    3. After you allow Dynamic Types on Cell (beta), Lightning report pages that you just improve to Dynamic Types don’t show the Report Element -Cell element in Lightning App Builder. Your customers see Dynamic Types on their cell gadgets with out configuration.
  10. Clone Lightning Apps: – To shortly create a customized Lightning app primarily based on an current customized app, use the Clone motion within the App Supervisor. As you progress by the Clone utility wizard, you’ll be able to configure the app particulars, app choices, utility bar and extra. You may also use the Fast Save possibility at any step and skip the remainder to repeat the configuration as is. This characteristic is obtainable just for customized Lightning apps. It isn’t obtainable for normal, related, managed, group, or traditional apps.
  11. Increase Productiveness with Mass Fast Actions on Associated Lists (Beta):Save your customers time by decluttering the actions within the highlights panel and including fast actions immediately on associated lists. Your customers can create associated information for objects within the checklist with out leaving the web page. Or they’ll choose as much as 100 information within the associated checklist and carry out mass updates as a substitute of single report updates.
    1. You may add fast actions on a associated checklist in considered one of two methods. Solely Create a Report and Replace a Report fast actions are supported on this launch.
      1. So as to add fast actions from the Lightning App Builder, add or choose the Dynamic Associated Checklist – Single element on the report web page, after which, within the properties pane, click on Add Motion.
      2. So as to add fast actions utilizing the web page structure editor, from the item administration settings for the mum or dad object, open the web page structure. Double-click to open the associated checklist properties, after which broaden the Buttons part and choose the fast actions that you just need to add. In case you don’t see the actions on the associated checklist, from the Lightning App Builder, set the associated checklist kind to Enhanced Checklist.
    2. Now the associated checklist consists of the fast motion that you just added (1) and customers can apply the motion to the information that they choose (2).
  12. Personalize the Measurement and Placement of the Steerage Middle Panel: – Take away obstacles to productiveness in your stream of labor by personalizing how the Steerage Middle seems in your display screen. Beforehand, the Steerage Middle panel overlapped a part of the Lightning Expertise web page, and also you needed to shut and reopen the Steerage Middle when switching between working and studying. Now, you’ll be able to pin the Steerage Middle in order that it seems aspect by aspect with the Lightning Expertise web page with no overlap. You may also toggle the width of the Steerage Middle for movies and Trailhead items, relying in your desire for viewing these content material sorts.
    1. To pin the Steerage Middle, click on the pin icon Guidance Center pin icon within the Steerage Middle header. To exit the side-by-side view in order that the Steerage Middle panel overlaps with the Lightning Expertise web page once more, click on the pin icon once more. A consumer’s pin choice is remembered for the gadget and browser that they’re utilizing.
    2. For movies and Trailhead items, the Steerage Middle panel mechanically expands to a bigger width. To resize the Steerage Middle after it expands, toggle the arrow icon.
  13. Manage Your LWR Website Pages with Tabs: Use the new Tabs component to add up to five horizontal or vertical tabs to your LWR site pages. Drop any content component into a tab region to show the content that you want. Use a data bound component to show products in one tab, another tab for a button to contact support, and a third that lists your product’s most amazing features.
    1. This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
  14. Present All of the Availability Info on the Gantt: – Present dispatchers detailed info for obtainable useful resource hours on the Gantt when within the Three Days, Weekly, and a couple of Weeks date resolutions by scrolling horizontally. Beforehand, solely a restricted quantity of knowledge may very well be displayed.
    1. This characteristic is obtainable in Lightning Expertise and Salesforce Traditional in Enterprise, Limitless, and Developer editions with the Subject Service managed package deal put in.
    2. Click on the filter icon on the Gantt, after which choose Present horizontal scrollbar on the Hours tab to show the scrollbar.
  15. Construct In Lead Time on Utilization-Primarily based Work Orders: – Issue lead time into anticipated usage-based preventive upkeep to finish work orders extra effectively. With lead time, you’ll be able to accommodate prerequisite duties, comparable to notifying clients early, gaining website entry, or coordinating the required assets.
    1. This variation applies to Lightning Expertise and Salesforce Traditional in Enterprise, Limitless, and Developer editions.
    2. Create a upkeep plan and add the lined belongings. On Recordset Filter Standards, choose Add lead time to usage-based work guidelines.
  16. Monitor the Supply of Prospect Modifications: -Discover out which options are creating or updating prospect information in your enterprise unit with the Prospect Change Monitor. Use the monitor that can assist you regulate your API integrations and automations that may very well be consuming up processing energy in your enterprise unit. Entry the Prospect Change Monitor from the Optimizer web page in Account Engagement.
    1. This variation applies to all Account Engagement editions.
    2. Click on the pie chart for Prospect Change Monitor By Function. Use the filters to view every characteristic space in depth.
  17. Handle Cadence Step Timing Extra Exactly: – New fields on e mail, name, LinkedIn, customized, and listener steps let cadence builders management when the step begins and when it turns into overdue. These fields assist simplify managers’ cadences and exchange wait steps. By eliminating the necessity for wait steps, the brand new fields simplify cadence construction, scale back the variety of steps, and make cadence authoring quicker.
    1. This variation applies to Lightning Expertise in Enterprise, Efficiency, and Limitless editions with Gross sales Cloud.
    2. The brand new Begin This Step, Begin Time, and Due Date fields let cadence creators specify:
      1. How a lot time passes between the earlier step and the present step
      2. The time of day the step begins
      3. When the step is because of be accomplished
      4. Whether or not the step due date is locked. When not locked, the due date might be up to date when the goal reaches the step.
      5. To pause or change the timing of a step within the Gross sales Engagement element, customers can choose Regulate Cadence Timing. Then they’ll change when the step is due or pause the step indefinitely.
  18. Let Customers Management When Cadence Duties Are Assigned to Them: –  Gross sales Engagement customers can now select when cadence duties are assigned to them and seem within the To Do Checklist and Work Queue. By setting their Cadence Task Availability of their profile, customers have extra management over their work and stop cadence duties from turning into overdue throughout instances once they don’t plan to work on cadences. Cadence step duties for targets they personal are solely added throughout these hours.
    1. This variation applies to Lightning Expertise in Enterprise, Efficiency, and Limitless editions with Gross sales Cloud.
    2. Customers can shortly set their Cadence Task Availability within the Private Info part of their consumer profile.
  19. Empower Gross sales Reps with the Income Intelligence Command Middle: – Get all the main points you want for gross sales success from the Gross sales Rep Command Middle. You may see whether or not you’re aligned to fulfill your quotas, which alternatives are caught, and overdue actions. You may also see step development, and quantity modifications.
    1. This variation applies to Income Intelligence in Gross sales Cloud in Lightning Expertise in Enterprise and Limitless editions for a further value.
    2. To make use of Income Intelligence, you will need to have a Income Intelligence Admin permission set. To entry the Income Intelligence app, customers should have a Income Intelligence Person permission set.
    3. Within the Gross sales Rep Command Middle, you’ll be able to instantly see in case you’re on observe (1). You may view caught alternatives (2), overdue actions (3), step development (4), and quantity modifications (5).
  20. Assess the Well being of Your Gross sales Forecasts with Constructed-In Charts:Gross sales managers can use built-in charts to visualise the state of their forecasts and higher help their gross sales reps in assembly their gross sales targets. With forecast charts, see the modifications to the present interval’s forecasts and measure how this era’s forecasts compares to previous intervals, with out having to manually crunch the numbers.
    1. This variation applies to Lightning Expertise in Enterprise and Limitless editions with the Gross sales Cloud.
    2. Make sure that Historic Trending is on for Forecasting Merchandise. To get essentially the most out of the charts, set the utmost retention interval obtainable. Then, for any forecast kind, gross sales leaders click on Charts on the forecasts web page.
    3. Within the Forecasts Modifications chart, assessment how the present forecast has modified week to week by forecast class.
    4. Within the Historic Traits chart, consider how forecasts for the present interval evaluate to the identical time in previous intervals. Understanding developments throughout intervals can assist to determine areas the place gross sales reps or managers want help and mentoring and the place they excel.
  21. Add Customized Columns That Embrace Exterior Information: – Make forecast selections utilizing all the info that issues to your enterprise by including your personal exterior knowledge to a column on the forecasts web page. For instance, add a column that exhibits knowledge imported from an exterior supply, comparable to Stretch Quota or Inner Reserving Goal. Having all the data used to challenge gross sales in a single place helps present extra correct forecasts with out requiring you to navigate to different functions.
    1. This variation applies to Lightning Expertise and all variations of the cell app in Enterprise, Efficiency, and Limitless editions with the Gross sales Cloud.
    2. Add a customized quantity or forex area to the Forecasting Customized Information object to retailer the info. Then, customers with entry to import knowledge and who’ve the Handle Forecast Customized Information permission can import knowledge to every forecast kind utilizing Information Loader or by the API. The information you import might be distinctive to every forecast kind. The customized values don’t roll up into forecast numbers and aren’t obtainable for adjustment.
    3. After the info is obtainable, add a customized column to the forecast kind that references the customized area within the Forecasting Customized Information object.
    4. Add the brand new column to the forecast kind to see it on the forecasts web page.
  22. Nail Your Conferences with Salesforce Assembly Digest: – Assembly digest is now obtainable for all customers mechanically. And, it’s the default tab in Occasion report particulars for customers with Einstein Exercise Seize. Allow an exercise sync answer, comparable to Einstein Exercise Seize, to get essentially the most out of Assembly Digest, together with RSVPs, insights, and beneficial actions.
    1. This variation applies to Lightning Expertise in all editions.
    2. Go to an occasion element web page after which the Assembly Digest tab.
  23. Handle CMS Content material from the Improved Content material Element Web page: – Content authors and managers can see a summarized view of content from the new detail page in enhanced CMS Workspaces. If a content item has multiple variants, you can switch between variants from the menu on the left. View content details, version history, and see where the content is published or referenced. Edit, publish, or unpublish, and run content workflows for your content.
    1. Monitor content material utilization and anticipate the impression of any content material modifications. Click on Utilization Data to see a listing of all websites, flows, collections, and different locations the content material merchandise and its variants are referenced. Utilization is listed for every revealed variant of a content material merchandise.
  24. Navigate Your Enhanced CMS Content material with Search Enhancements: – Uncover all of your translated content material with each search. Searches in enhanced CMS workspaces now match towards all textual content fields in translation variants, together with alt textual content, physique, and title. Beforehand, searches matched towards all textual content fields for major content material, however solely title fields for translation variants. And whenever you create a information content material merchandise and browse for a picture to incorporate, you utilize the identical sensible search capabilities obtainable to discover your full enhanced content material library.
    1. Enhanced CMS workspaces searches match towards all textual content fields in all translation variants so as to simply discover the content material that you just’re on the lookout for.
  25. Schedule Appointments with an Enhanced Bot: – Enhanced bots now assist the time selector messaging element, so your clients can schedule appointments or deliveries inside a bot dialog. The element presents clients with a selectable checklist of time slots and saves their responses.
    1. This variation applies to Lightning Expertise and Salesforce Traditional in Enterprise, Efficiency, Limitless, and Developer editions. Setup for Einstein Bots is obtainable solely in Lightning Expertise.
    2. To make use of a time selector element with an enhanced bot, within the Bot Builder, add a dialog step to reference the Apex class or stream that gives obtainable time slots and some other enter parameters. Then add the Time Selector dialog step to reference the related time selector messaging element, and configure inputs, outputs, and error dealing with.
  26. Ask Questions with Dynamic Choices with an Enhanced Bot: Enhanced bots now assist the query messaging element with dynamic choices, so the bot can determine information particular to the shopper and modify them or go them alongside to an agent. Create a query with choices which are crammed dynamically from the item and fields you specify. For instance, ask clients to select from a listing of their current orders or instances. Then current choices to your buyer in wealthy messaging codecs that may embrace customized textual content, photographs, and buttons. For a plain textual content expertise, you’ll be able to nonetheless use the Dynamic Query dialog step with enhanced and customary bots.
    1. This variation applies to Lightning Expertise and Salesforce Traditional in Enterprise, Efficiency, Limitless, and Developer editions. Setup for Einstein Bots is obtainable solely in Lightning Expertise.
    2. To make use of a query with dynamic choices with an enhanced bot, within the Bot Builder, add a dialog step to reference the Apex class or stream that dynamically gives decisions and some other enter parameters. Then add the Query (Dynamic) dialog step to reference the related query with dynamic elements, and configure inputs, outputs, and error dealing with.
  27. Open Your Service Catalog to Clients and Companions: – Create a Service Catalog website that gives your buyer and companions a self-service portal for the seamless searching and requesting of things out of your Service Catalog. Construct, model, and launch your website effortlessly with point-and-click Aura elements constructed for Service Catalog and with prebuilt Aura website templates from Expertise Cloud.
    1. This variation applies to Lightning Expertise in Enterprise and Limitless editions with Service Cloud.
    2. It’s essential to have a Buyer Neighborhood, Buyer Neighborhood Plus, Associate Neighborhood, Exterior Apps, or Channel Neighborhood license to make use of this characteristic.
    3. The Service Catalog website makes use of a number of customized, no-code Aura elements that offer you a simple setup expertise to shortly open your Service Catalog to your clients and companions. Simply drag the elements onto the customizable website pages from Expertise Cloud, after which model every element to match your branding preferences.
    4. Right here’s an instance of a Service Catalog website that makes use of the customized Aura elements.
  28. Map Exterior Credential Principals to Permission Units and Profiles: – Assign exterior credential principals to customers utilizing permission set teams and profiles in order that they’ll make callouts to distant techniques with applicable entry. Beforehand, you needed to assign customers on to a particular permission set or profile. Now you’ll be able to assign permissions through permission set teams as effectively.
    1. Create principals and assign identification sorts to them from exterior credentials.

Further Enhancements Value Noting!

  1. See Tenant IDs within the Your Account App: – Now you’ll be able to see the ID of your Salesforce org, Tableau deployment, Mulesoft org, Commerce Cloud tenant, and your Advertising and marketing Cloud MID (Member ID) within the contracts space of the Your Account app. If you buy a product, it’s assigned and provisioned to a particular tenant. Seeing tenant IDs in your contracts checklist helps you monitor license utilization by tenant.
    1. Launch the Your Account app and choose a contract out of your contract checklist to view the main points (1).
  2. Undo Subject Modifications with a Click on: –If you kind in an enter area on a Lightning Net Elements report web page, an undo button seems and the background coloration modifications till you save. Clicking the undo button removes your unsaved modifications. This performance doesn’t happen in Dynamic Types—enabled pages. Beforehand, to make use of the undo button, you clicked a area, entered content material, after which clicked outdoors the sector.
  3. Information, Automated Account Fields, and Account Logos Are Being Retired: – The Information, automated account fields, and automatic account brand options are being retired in all Salesforce orgs in Winter ’24 on October 13, 2023. After these account options are retired, Salesforce doesn’t immediate customers with solutions for account names and doesn’t fill out fields or add firm logos mechanically. The Information element is faraway from web page layouts.
  4. Enable Delegated Admins to Handle Permission Set Group Assignments: – Delegated directors can now handle the task of permission set teams for customers of their delegated group, supplying you with extra time for different admin duties.
    1. From Delegated Administration in Setup, create or choose a delegated group. Then in Assignable Permission Set Teams, choose the permission set teams that delegated admins can assign to customers or take away. Delegated directors can handle assignments for the permission set teams of their delegated group, however they’ll’t modify these permission set teams.
  5. Align Fields Horizontally in Subject Sections: – Management area alignment throughout columns by utilizing a brand new property on Dynamic Types Subject Part elements. The Align fields horizontally property prevents fields in multicolumn Subject Sections from collapsing upward when there’s a spot on account of variations in area heights. Fields stay horizontally aligned with their neighbors in the identical row. However even with this property chosen, if a area is hidden due to visibility guidelines, the fields in its column nonetheless collapse upward to fill the empty house.
    1. To see the brand new property, click on a Subject Part element on a Dynamic Types-enabled web page in Lightning App Builder.
    2. For instance, these two variations of the identical area part include account fields. The left picture exhibits the conduct with out the brand new property chosen. On the suitable, the horizontal alignment setting was chosen, inflicting the Web site area to remain aligned horizontally with Account Title as a substitute of collapsing upward.
  6. Optimize Your App Pages with the Accordion and Tabs Elements: – Make your Lightning pages extra organized and efficient with the Accordion and Tabs elements, now supported on app pages. The Accordion and Tabs elements are container elements you could drop different elements into to higher arrange your pages and enhance web page efficiency. Open an app web page within the Lightning App Builder, and drag an Accordion or Tabs element onto the canvas. Put different elements contained in the accordion or tab sections. You may customise the labels of every tab and accordion part to no matter you need.
  7. Declaratively Edit Exterior Companies Created by HTTP Callout: – With the overall availability of Stream Builder HTTP Callout in Summer time ’23, now you can declaratively edit exterior providers that have been initially created by HTTP Callout. Modifying an exterior service is much like the present Modify conduct, besides you could change solely the outline and named credentials. To edit an operation, go to the exterior service’s Particulars web page and choose Edit HTTP Motion.
  8. The CASESAFEID Perform Has Modified: – The CASESAFEID function now converts only valid Salesforce 15-character IDs to case insensitive 18-character IDs. If you pass in an invalid ID, the function returns the ID passed in. Previously, in Salesforce Classic, the function converted only valid Salesforce 15-character IDs. In Lightning Experience, the function converted any 15-character ID whether or not it was valid. The CASESAFEID function now behaves the same way in Lightning Experience and Salesforce Classic.
    1. For example, if you pass in an invalid ID of A01xx000003DHur, the function returns the ID A01xx000003DHur. This ID isn’t valid because it begins with a capital letter. If you pass in a valid ID of 001xx000003DHur, the function returns something like 001xx000003DHurAAG.
  9. Quickly Create Full Sandboxes (Generally Available): The Quick Create technology enhances the speed at which Full sandboxes are created or refreshed. Teams can focus more time on developing and testing solutions, and less time waiting for sandboxes to be built.
  10. Enable Faster Account Sharing Recalculation by Not Storing Case and Contact Implicit Child Shares (Release Update): –To improve performance, Salesforce is changing the way that automatic account sharing recalculation works behind the scenes for the Case and Contact objects. We no longer store implicit child share records between accounts and their child case and contact records. Instead, the system determines whether users can access child case and contact records when they try to access them. This release update is available starting in Summer ’23.
  11. View Knowledge Articles in LWR Sites with the Knowledge Article Component: – With the new Knowledge Article component, site visitors can view knowledge articles from their LWR sites. Previously, the Knowledge Article component was available only in Aura sites.
  12. Manage Follow-Up Appointments from the Field: – Set up the Follow-Up Appointment Lightning web component (LWC) to let your mobile workers create and schedule follow-up appointments for customers directly from the mobile app, without contacting customer services.
    1. This feature is available in the Field Service mobile app for Android and iOS.
    2. Install the Follow-Up Appointment unmanaged package and configure the settings. Then, create a quick action using the LWC.
  13. Set off an Exterior Motion After a Prospect Engagement: – Now you’ll be able to set off an exterior motion on any Account Engagement asset that has a completion motion. For instance, after a prospect completes a sign-up kind, you’ll be able to register the prospect for a webinar. You may ship a textual content message after a prospect clicks a customized redirect hyperlink or ship an alert to your gross sales crew when a prospect visits a pricing web page.
    1. This variation applies to Account Engagement Progress, Plus, Superior, and Premium editions.
  14. Convert Unused Dynamic Lists to Static Lists: Save processing energy in your enterprise unit by changing your previous or unused dynamic lists to static lists. After you exchange a dynamic checklist, you will need to manually add and take away prospects as a result of the checklist not updates primarily based on rule standards. Choose inactive or unused dynamic lists and use the desk motion dropdown menu to transform them to static. You may also convert particular person lists from the report dwelling.
    1. This variation applies to all Account Engagement editions.
  15. Copy Belongings Between Account Engagement Enterprise Models Extra Simply: Share advertising belongings, comparable to e mail templates, recordsdata, Engagement Studio applications, and customized redirects, throughout enterprise items with out manually recreating them. Work along with your developer and use Account Engagement API V5 to question, learn, and create belongings as wanted.
    1. This variation applies to Account Engagement Progress, Plus, Superior, and Premium editions.
  16. Management Who Can Use Group-Extensive E-mail Addresses: – We heard you. You need higher management over who can use organization-wide e mail addresses within the From area on outgoing emails. Now you need to use permission units to restrict who can use every organization-wide e mail deal with. As earlier than, you too can use profiles or make every organization-wide e mail deal with obtainable to all customers.
    1. So as to add permission units to an organization-wide e mail deal with, go to the Group-Extensive Addresses web page in Setup.
  17. Discover Stream Person Permissions Extra Simply: – 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.
    1. For example, you want to add flow user permissions to a permission set. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets. Next, select the permission set you want to manage, and then click App Permissions. Last, select the permissions that you want to add.
  18. Use Salesforce MFA for SSO Logins: – Now there’s a brand new and higher manner to make use of the Salesforce multi-factor authentication (MFA) service for SSO logins. After you allow MFA on your customers, you’ll be able to simply lengthen it to SSO by deciding on a setting in your SSO configuration web page. You management which SSO configurations use a third-party MFA service and which use Salesforce MFA. And in contrast to the earlier technique for making use of Salesforce MFA to SSO logins, this technique is absolutely suitable with Visualforce pages.
  19. Monitor Consent Objects with Subject Audit Path: – Keep compliant with knowledge privateness legal guidelines just like the Normal Information Safety Regulation (GDPR), and keep a report of your customers’ consent modifications in Subject Audit Path.
    1. This variation is obtainable to clients who bought Privateness Middle and both Subject Audit Path or Salesforce Protect add-on subscriptions.
    2. Monitor and retain modifications made to those consent administration objects.
      1. Authorization Kind Consent
      2. Communication Subscription Consent
      3. Contact Level Consent
      4. Contact Level Kind Consent
      5. Social gathering Consent
  20. Monitor File Utilization in Close to Actual-Time with FileEvent (Typically Accessible): – Information are a treasure trove of delicate and vital info. Use FileEvent and FileEventStore, now usually obtainable, to trace file previews, uploads, and downloads from the UI and API. And since file occasions assist transaction safety insurance policies, you’ll be able to take steps to proactively management how customers work together with particular recordsdata.
    1. This variation is obtainable to clients who bought Salesforce Protect or Salesforce Occasion Monitoring add-on subscriptions.
  21. Monitor Insecure Login Flows:- With Actual-Time Occasion Monitoring, now you can monitor for insecure flows that may expose consumer credentials to safety dangers. Use LoginEvent and LoginEventStream to trace OAuth user-agent and username-password flows.
    1. This variation is obtainable to clients who bought Salesforce Protect or Salesforce Occasion Monitoring add-on subscriptions.
  22. Schedule a Information Article to Publish at a Particular Time:- Information article authors and information managers can publish articles in 15-minute intervals to higher deal with the focused nature of sure forms of communications. For instance, in case you launch a brand new replace to your app, you’ll be able to choose a publishing time in order that the information article asserting the replace will get revealed as shut as doable to the time that the replace goes stay. Beforehand, you can schedule article publication solely on a sure date.
    1. Choose a publication time for a information article.
  23. Ship Voice Messages in Enhanced Messaging Channels:- Voice is the brand new textual content, so make certain your brokers don’t miss out. Brokers can now simply report and ship voice messages as much as one minute lengthy to clients in enhanced WhatsApp and enhanced Fb Messenger channels. Beforehand, brokers had to make use of a separate app to report messages after which ship the audio recordsdata as attachments.
    1. This variation applies to enhanced WhatsApp and enhanced Fb Messenger channels. View required editions.
    2. To report a message throughout an enhanced messaging session, make certain your net browser has entry to your microphone. Then, click on the microphone icon within the message area (1) and begin speaking. Click on the cease icon (2) whenever you’re carried out. Optionally, play again your message (3) or delete it (4). If you’re prepared, ship it to the shopper (5).
    3. After a voice message is distributed, the shopper can entry it for 30 days. Voice messages are included within the dialog transcript similar to some other message.
  1. Entry Labels in Apex Dynamically:Use the System.Label.get(namespace, label,language) technique to get a customized label, optionally specifying a language. The characteristic now permits dynamic decision of label names at run time, together with overriding the consumer’s present language if a translation exists for the requested language. Beforehand, retrieving labels required compile-time information of the label API identify.
    1. From Setup, create customized label strings after which assign translated values by turning on Translation Workbench and including translation mapping.
    2. Retrieve the label for a default language setting or for a language and namespace by utilizing System.Label.get(namespace, label, language). You may also test if translation exists for a label and language in a namespace by utilizing Label.translationExists(namespace, label,language). You may’t entry labels which are protected in a special namespace.
  2. Use the Iterable Interface with Set Kind: – The Set class now implements the Iterable interface, so you’ll be able to immediately iterate over units. Each units and lists are iterable, permitting for extra code reuse.
    1. This instance makes use of the a part of technique with a Set, which was beforehand unsupported as a result of Set didn’t implement Iterable.
      Set<String> letters = new Set<String>{'a','b','c','d'};
      System.debug( a part of(letters, '...'));

  3. Question 5 Ranges of Dad or mum-to-Youngster Relationships in SOQL Queries:SOQL now supports relationship queries that traverse up to five levels of parent-child records. Use a single SOQL query to get parent-child records from five different levels. This ability is limited to SOQL queries via the REST and SOAP query calls on standards and custom objects.
    1. In API version 58.0 and later, SOQL relationship queries can contain a parent root as the first level of the query and child relationships up to four levels deep from the parent root.
    2. This example SOQL relationship query returns records from the parent object Account and its child objects Contacts, Assets, WorkOrders, and WorkOrderLineItems.
      SELECT Name,
          (SELECT LastName,
              (SELECT AssetLevel,
                  (SELECT Description,
                      (SELECT LineItemNumber FROM WorkOrderLineItems)    
                  FROM WorkOrders)    
              FROM Assets)    
          FROM Contacts)    
      FROM Account

  4. Attribute Names Support More Patterns: – Attribute name restrictions are loosened to support more use cases. Previously, issues could arise when attribute names were used with a less restrictive syntax environment, such as with a Java-based compiler. Additionally, only a subset of all the possible public properties could be addressed declaratively via the template. Some patterns like $myattribute and _myattribute are valid public properties that couldn’t set set via an LWC template.
    1. This change applies to custom Lightning web components in Lightning Experience, Experience Builder sites, and all versions of the Salesforce mobile app. This change also applies to Lightning web components in Open Source.
    2. Attribute names can now start with:
      1. An underscore (_)
      2. A dollar sign ($)
      3. Additionally, attribute names can include duplicate underscores (__) and an underscore followed by a hyphen(_-). Also, a hyphen followed by an underscore (-_) is allowed if the hyphen isn’t the first character in the attribute name. For example, these attribute names are valid.
        1. _myattribute
        2. $myattribute
        3. my_-attribute
  5. Assign CSS Stylesheets to a Component: – Now you can extend stylesheets from a superclass component to a subclass component using super.stylesheets. The new stylesheets static property on the LightningElement constructor loads styles from CSS stylesheets into light DOM and shadow DOM components. Previously, CSS custom properties and CSS ::part() were the only standard mechanisms for customizing components. Also, you couldn’t directly reference stylesheets from an extended base class.
    1. This change applies to custom Lightning web components in Lightning Experience, Experience Builder sites, and all versions of the Salesforce mobile app. This change also applies to Lightning web components in Open Source.
    2. The stylesheets property accepts a static array of stylesheets, and its default value is an empty array. Stylesheets are injected into a component in the order that they’re listed in the stylesheets array.
  6. Create Scoped Slots in Light DOM: – Scoped slots are now supported in light DOM Lightning web components. Use scoped slots to access data from a child component and then render it in slotted content inside of a parent component. Because the slotted content belongs to the parent component, any styles on the parent also apply to the content of the scoped slot.
    1. This change applies to custom Lightning web components in Lightning Experience, Experience Builder sites, and all versions of the Salesforce mobile app. This change also applies to Lightning web components in Open Source.
    2. The child component must use light DOM. Scoped slots in shadow DOM aren’t supported. The parent component can be a light DOM or shadow DOM component.
    3. To introduce scoped slots into your components, add the directives lwc:slot-data and lwc:slot-bind to the parent and child components, respectively. See Lightning Web Components Developer Guide: HTML Template Directives for steerage about easy methods to use these directives.
      <!-- c/mum or dad.html -->
      <template> <!-- Dad or mum element doesn’t should be gentle DOM -->
              <template lwc:slot-data="merchandise">
                  <span>{} - {merchandise.identify}</span>
      <!-- c/youngster.html -->
      <template lwc:render-mode="gentle"> <!-- Youngster have to be gentle DOM -->
              <template for:every={merchandise} for:merchandise="merchandise">
                  <li key={}>
                      <slot lwc:slot-bind={merchandise}</slot>

  7. Set Dynamic Values for the Slot Attribute in Lightning Net Elements: – Now you can dynamically specify a value for the slot attribute of an HTML element. Previously, this value could only be a static string.
    1. This change applies to custom Lightning web components in Lightning Experience, Experience Builder sites, and all versions of the Salesforce mobile app. This change also applies to Lightning web components in Open Source.
    2. In this example, the <span> element has a slot attribute set to the variable dynamicName.
              <span slot={dynamicName}></span>

    3. This change applies only to the slot attribute of HTML elements. It doesn’t impact attributes of <slot> elements. For example, you still must pass a static string into the attribute name for a <slot> element.
         <slot name=”staticName”></slot>

  8. Salesforce Flow Enhancements: – There are several enhancements in Salesforce Flow as follows:
    1. Send Salesforce Data to an External Server Without Code via HTTP Callout (Beta): – If you can’t GET enough with HTTP Callout, now you can use the POST method to send Salesforce data to an external server in Flow Builder. Previously, only the GET method was available, which you can use to bring external data into Salesforce.
      1. Select POST (Beta) to make a callout request that adds the resource to the external server.
      2. Enter a pattern JSON request physique that the API expects when configuring the HTTP Callout, and the API infers the exterior knowledge construction.
      3. After you create the callout motion, set the physique for the stream by making a useful resource and deciding on the Apex class for the exterior server’s physique.
      4. After you configure the motion, add an Task aspect earlier than the HTTP Callout motion aspect, and assign values for every of the fields on the useful resource.
      5. When the stream runs, the values are set on the useful resource and the info is created within the exterior server.
    2. Construct Screens with Reactive Elements (Beta): – Configure supported customary display screen elements or your customized Lightning net elements to react to modifications in different Stream Display elements on the identical display screen. Construct screens that really feel like single-page apps and scale back the variety of screens your consumer must click on by. Beforehand, elements on the identical display screen couldn’t speak to one another. In case you wanted one element to affect one other, you positioned them on separate screens.
      1. Screen Flow reactivity means your Screen Flow component updates the properties of other components on the screen based on user input. For example, you can make a Name component’s First Name field react to the Text component output.
      2. Your existing flows start displaying reactivity when you opt into Beta and explicitly save them with API version 57.0 and later.
      3. From Setup, on the Process Automation Settings page, select Opt into Reactive Screens Beta. Then add components to your screen, upgrade your flow to Runtime API Version 57.0, and save and run the flow as usual. The input component reacts to changes from the output component.
    3. Update the Screen in Real-Time using Formulas (Beta): – Working with supported formula functions, you can configure a screen component to perform real-time formula calculations and logic. When the flow detects a change in any of the values in the formula, it recalculates and updates the value of the screen component.
      1. For example, the user sees a real-time screen update of a price discount, tax amounts, and shipping costs. Now it isn’t necessary for users to remember what they selected on a previous screen, thus less confusion and fewer clicks.
      2. Your existing flows only start displaying reactivity when you opt into the Beta program and explicitly save them with API version 57.0 and later.
      3. From Setup, on the Process Automation Settings page, select Opt into Reactive Screens Beta. Then add components to your screen, upgrade your flow to Runtime API Version 57.0, and save and run the flow as usual. The input component reacts to changes from the output component.
    4. Log Emails Sent with the Send Email Action: – Now you can automatically log emails to a record’s Activity Timeline when using the Send Email action. You can log an email to a recipient record, which includes leads, contacts, and person accounts. You can also log an email to a non-recipient record, like an account or opportunity. Or, you can log an email to both. Previously, emails sent using the Send Email action couldn’t be automatically tracked in Activity Timelines.
      1. For example, to send and log an email to a contact record and also log to its related account record, set Log Email on Send to {!$GlobalConstant.True} (1). Then, set Recipient ID to the contact record’s ID (2) and Related Record ID to the account record’s ID (3).
    5. Use E-mail Templates within the Ship E-mail Motion:Reuse email content with Lightning and Classic email templates in the Send Email action. If your email template has merge fields, you can use the recipient record or a related record to populate the merge fields. Or, you can use both. Previously, you couldn’t use email templates in the Send Email action.
      1. or example, to send an email to a contact using an email template with Contact and Account object merge fields, set Email Template ID to the ID of the email template to use (1). Then, set Recipient ID to the contact record’s ID (2) and Related Record ID to the related account record’s ID (3).
    6. Search and Show Information Desk Ends in Display Flows: – Now users can search and filter their Data Table record results. The search returns the first 1,500 items. Initially, 200 records display. As you scroll through the results, additional records load progressively in groups of 100. The search results also show the number of items displayed and the total number of items found.
      1. Add the Data Table component to a screen flow, and select Show search bar.
    7. Reference Selection Units Solely in Selection Elements: – When configuring stream display screen elements, Stream Builder solely helps you to reference report alternative units, assortment alternative units, or picklist alternative units from a single location – a alternative element’s knowledge supply. Beforehand you can set the reference from a number of different locations comparable to circumstances, filters, or element default values, however these references have been unsupported and will generate an error. Now you received’t see these choices as a alternative in locations the place they’re not allowed.
      1. In case you have unsupported references in existing flows, don’t fear: your flows proceed to run as they did in ’Spring 23. This variation ensures that no new flows include unsupported references.
    8. View Extra Components on the Stream Builder Canvas: – Now you can see more elements on the Flow Builder canvas with a new compact layout and a smaller Add Element button. Previously, elements were further spread out, requiring you to move the canvas more frequently to see additional elements.
  9. Stream Orchestrator: – There are a number of enhancements in Stream Orchestrator as follows:
    1. Get Refreshed Report Variables When an Orchestration Resumes: – If you reference a report variable or a report assortment in an orchestration configured to run on API model and later, information are refreshed with their newest values every time the orchestration run resumes. In an autolaunched orchestration run, all referenced information are refreshed. In a record-triggered orchestration, all referenced information besides $Record_Prior are refreshed. To refresh report variables in an current orchestration, save a brand new copy and set the API model to or later. Report values aren’t seen within the debugger particulars for an orchestration run.
    2. Management the Working Context of an Orchestration: – Select the context to launch and resume an autolaunched orchestration to manage the entry related orchestration runs should Salesforce knowledge. The chosen context additionally controls the record-level entry for analysis flows and background steps when the related orchestration runs in a system context. A record-triggered orchestration all the time runs and resumes in system context. For orchestrations operating on API model and later, the context used to renew an orchestration is all the time the context of how the orchestration was launched.
      1. Within the autolaunched orchestration’s Edit model properties window, underneath Superior, choose an possibility from the Run the Orchestration dropdown.
    3. Create Steps to Run MuleSoft Actions: – Now you can name a MuleSoft motion from a step in your orchestration. The step runs asynchronously in system context.
      1. From an orchestration stage’s Add Step menu, choose MuleSoft Step.
      2. Enter details about the step, and choose the MuleSoft motion that you just need to run.
  10. Handle Toast Notifications with a Toast Container (Beta)Fireplace and handle a listing of toast notification message elements, together with their place, with lightning/toastContainer for LWR websites. The module creates a container that handles and shows your page-level toast notifications.
    1. This variation applies to Lightning Net Runtime (LWR) websites accessed by Lightning Expertise in all editions.
    2. Use the maxToasts attribute to set the utmost variety of toasts within the container. Use containerPosition to place the container, and use toastPosition to place the toast elements inside it.
      // c/myApp.js
      import { LightningElement } from 'lwc';
      import ToastContainer from 'lightning/toastContainer';
      export default class MyApp extends LightningElement {
          connectedCallback() {
              const toastContainer = ToastContainer.occasion();
              toastContainer.maxShown = 5;
              toastContainer.toastPosition = 'top-right';

  11. Develop Offline-Prepared LWCs with the LWC Offline Take a look at Harness: – The LWC Offline Test Harness (or Test Harness, for short) is a lightweight testing and debugging app that enables developers to iteratively develop, test, and debug Lightning web components for use in LWC Offline-based mobile apps. The streamlined app experience accelerates the interactive development lifecycle, making it easy to quickly test incremental improvements and fixes to your mobile LWCs.
    1. This tool is publicly available for download as both an app file (iOS) and an APK file (Android).
    2. For details on how to use Test Harness during offline component development, see Develop Offline-Ready LWCs with the LWC Offline Test Harness within the Cell Offline Developer Information.
  12. Validate Your Lightning Net Elements for Offline Use with the Komaci Static Analyzer: – The Komaci Static Analyzer (or static analyzer, for short) is a new developer tool that validates code to ensure it can be used in offline environments. Perfect for developers who are looking to try their hand at writing offline functionality. (Or are already doing it!)
    1. This feature is publicly available as an ESLint plugin, and can be installed with a package manager such as npm or Yarn.
    2. For details on how to use Komaci Static Analyzer during offline component development, see Validate Lightning Web Components for Offline Use within the Cell Offline Developer Information.
  13. Configure Stack Depth of Chained Queueable Jobs (Beta): – Now you can set a most stack depth of Queueable jobs, overriding the default restrict of 5 in Developer and Trial Version organizations.
    1. Enqueue jobs by utilizing the brand new System.enqueueJob() overload. The tactic overload has an non-compulsory AsyncObjects parameter the place you’ll be able to specify the utmost stack depth and the minimal queue delay.
    2. Use these strategies within the new System.AsyncInfo class to find out the present and most stack depths and to get the minimal queueable delay.
      1. getCurrentQueueableStackDepth()
      2. getMaximumQueueableStackDepth()
      3. getMinimumQueueableDelayInMinutes()
      4. hasMaxStackDepth()
    3. This instance makes use of stack depth to terminate a chained job and stop it from reaching the every day most variety of asynchronous Apex technique executions.
      // Fibonacci
      public class FibonacciDepthQueueable implements Queueable {
          personal integer nMinus1, nMinus2;
          public static void calculateFibonacciTo(integer depth) {
              AsyncOptions asyncOptions = new AsyncOptions();
              asyncOptions.MaximumQueueableStackDepth = depth;
              System.enqueueJob(new FibonacciDepthQueueable(null, null), asyncOptions);
          personal FibonacciDepthQueueable(integer nMinus1param, integer nMinus2param) {
              nMinus1 = nMinus1param;
              nMinus2 = nMinus2param;
          public void execute(QueueableContext context) {
              integer depth = AsyncInfo.getCurrentQueueableStackDepth();
              // Calculate step
              integer fibonacciSequenceStep;
              change on (depth) {
                  when 1, 2 {
                      fibonacciSequenceStep = 1;
                  when else {
                      fibonacciSequenceStep = nMinus1 + nMinus2;
              System.debug('depth: ' + depth + ' fibonacciSequenceStep: ' + fibonacciSequenceStep);
              if(System.AsyncInfo.hasMaxStackDepth() &&
                 AsyncInfo.getCurrentQueueableStackDepth() >= 
                 AsyncInfo.getMaximumQueueableStackDepth()) {
                  // Reached most stack depth
                  Fibonacci__c consequence = new Fibonacci__c(
                      Depth__c = depth,
                      End result = fibonacciSequenceStep
                  insert consequence;
              } else {
                  System.enqueueJob(new FibonacciDepthQueueable(fibonacciSequenceStep, nMinus1));

  14. Handle DML Exceptions in Person-Mode Database Operations: –Database strategies for user-mode DML operations generate the proper DMLException. Beforehand they generated a SecurityException. This conduct is versioned, and the proper exception is generated in API model and later variations.
    1. On this instance, a DmlException is generated as a result of the required Title area isn’t populated.
      Account acct = new Account();
      strive {
         insert as consumer acct;'DmlException anticipated on account of lacking Title area');
      } catch (Exception ex) {
               // This assertion fails with API variations beneath as a result of a SecurityException is generated
               Assert.isInstanceOfType(ex, DmlException.class);

  15. Deploy Scalable Apps and Analyze System Efficiency with Scale Middle: Scale Middle gives self-service and near-real-time entry to efficiency metrics. Diagnose root causes and act on scale points earlier in your growth cycle. Enhance the scalability of your Salesforce implementation. Determine points with efficiency or scale. Launch analyses to troubleshoot errors. Retrieve custom-made insights and suggestions.
    1. This service is obtainable with a restricted license. Customers decide to make use of Scale Middle and are topic to the relevant phrases offered at Agreements and Phrases.
    2. Allow Scale Middle in sandboxes and in manufacturing on first occasion infrastructure (1P) and Hyperforce. From Setup, within the Fast Discover field, enter Scale Middle, after which choose Scale Middle. To get entry, contact your program architect or account govt.
    3. Begin an evaluation report.
  16. Monitor the Publishing of Platform Occasions with Apex Publish Callbacks (Typically Accessible): –  Get the ultimate results of an EventBus.publish name by an Apex publish callback that you just implement. After you obtain the ultimate publish consequence, you’ll be able to determine what motion to take, comparable to trying to republish failed occasions. As a result of occasion publishing is asynchronous, the publish operation is queued in Salesforce. When no rapid errors are returned and when assets turn into obtainable, the system carries out the queued publish name. With out the callback, you will get solely the intermediate queueing end in Database.SaveResult of an EventBus.publish name, not the ultimate consequence.
    1. To trace failed occasion publishes, write an Apex class and implement the EventBus.EventPublishFailureCallback interface. If the asynchronous publish operation fails, the onFailure technique is invoked. Within the carried out onFailure technique, you’ll be able to write logic to behave in response to the ultimate results of the publishing operation. The consequence parameter comprises the EventUuid area values for every failed occasion, however doesn’t include the info for the occasion. Use the getEventUuids technique to correlate the failure outcomes with the revealed occasions.
      public class FailureCallback implements EventBus.EventPublishFailureCallback {
         public void onFailure(EventBus.FailureResult consequence) {
             // Your implementation.
             // Get occasion UUIDs from the consequence
             Checklist<String> eventUuids = consequence.getEventUuids();
             // ...

    2. To trace profitable occasion publishes, write an Apex class and implement the EventBus.EventPublishSuccessCallback interface. If the asynchronous publish operation succeeds, the onSuccess technique is invoked. Within the carried out onSuccess technique, you’ll be able to write logic to behave in response to the ultimate results of the publishing operation.
      public class SuccessCallback implements EventBus.EventPublishSuccessCallback {
         public void onSuccess(EventBus.SuccessResult consequence) {
             // Your implementation.
             // Get occasion UUIDs from the consequence
             Checklist<String> eventUuids = consequence.getEventUuids();
             // ...

    3. As a result of most publish calls usually succeed, processing profitable occasion publishes isn’t seemingly a priority. A big quantity of occasions might be revealed efficiently, so watch the efficiency and Apex limits when processing outcomes.

Further Enhancements Value Noting!

  1. Join Exterior Information Sources Managed through GraphQL from Salesforce (Typically Accessible): – Use the new Salesforce Connect adapter for GraphQL to access and integrate data from external sources that expose their capabilities via GraphQL. GraphQL APIs are more flexible and efficient than traditional REST APIs and provide a modern way to integrate applications. Perform queries, execute mutations, such as insert, update, and delete, and manage metadata to configure external objects easily. The new adapter also includes special extensions for AWS AppSync and provides seamless access to Amazon RDS.
    1. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, Developer, and Performance editions.
    2. Work with your Amazon administrator to use the setup template and configure AWS AppSync. Define an external data source of type GraphQL and connect Salesforce to access AWS data stores, without copying or syncing the data.
  2. Scan More Barcodes at Once, Save Time–Improved Bulk Scanning with BarcodeScanner:Scanning barcodes gets even easier! When you use BarcodeScanner in your LWC, you now have the option to enable scanning of multiple barcodes simultaneously. This much-requested feature makes processing large quantities of barcodes a breeze!
    1. Building barcode-scanning functions using the BarcodeScanner API only works in the mobile application, not the web version on mobile or desktop.
  3. New scan() Function for BarcodeScanner Does It All: – The original BarcodeScanner API consists of three separate functions: beginCapture(), resumeCapture(), and endCapture(). The new scan() function replaces them by combining the functionality of all three, allowing for a simplified development experience with BarcodeScanner.

    1. Salesforce recommend migrating to the new scan() function to take advantage of the streamlined development experience it offers. The functions beginCapture(), resumeCapture(), and endCapture() remain available, but will be retired in a future release.
  4. See Improved Logging with Assert Class Methods: – Reduced redundancy in stack trace output simplifies and clarifies logging. Previously, when some Assert class methods caused a test to fail, the logged stack trace showed duplicate entries.
  5. Conduct Quick, Easy, and Accurate Performance Tests with Performance Assistant: – Performance Assistant gives you a Test Ops suite that contains Test Plan Creation, Test Environment Setup, and Test Execution. Run quick and accurate tests for any use case. Access insights into performance hotspots, trial runs, test trends, and more. Be confident that your implementation scales and adheres to your performance SLAs.
    1. Enable Performance Assistant (Test Ops) in sandboxes and in production on first party infrastructure (1P) and Hyperforce. From Setup, in the Quick Find box, enter Scale Center, and then select Performance Testing to view all three tabs in the Test Ops Suite. To get access, contact your program architect or account executive.
  6. Get Enhanced Event Usage MetricsAggregate usage data by event name and determine which event is using up more of your allocations. Group usage by client to find out how many clients subscribed to a particular event and how your event delivery usage is shared among clients. Use granular time aggregations of daily, hourly, and 15-minute periods to slice and dice usage data. When you query PlatformEventUsageMetric, you can use these new fields: EventName, Client, EventType, and UsageType.
    1. Enhanced usage metrics is available in API version 58.0 and later after you enable this feature in Metadata API using PlatformEventSettings.
    2. This example query returns hourly event usage for delivered events from April 1 through April 2 in UTC time. The query aggregates the results into one-hour intervals as specified by the TimeSegment field. Results are grouped per event and client because the EventName and Client fields are specified in the SELECT statement.
      SELECT EventName, Client, Value, StartDate, EndDate
      FROM PlatformEventUsageMetric
      WHERE TimeSegment="Hourly"
      AND UsageType="DELIVERY"
      AND StartDate >= 2023-04-01T00:00:00.000Z  
      AND EndDate <= 2023-04-02T00:00:00.000Z

  7. Integrate Real-Time Events with Amazon EventBridge with Point and Click:Easily create and manage your event relays in the new Event Relays page in Setup. You can manage status, monitor errors, and make edits. Previously, you could create and manage event relays only through the API. Now you can create event relays in the UI. Event relays send platform events and change data capture events from Salesforce to Amazon EventBridge.
    1. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. Event Relay isn’t available in Non-Hyperforce Public Cloud, Government Cloud, and Hyperforce instances.
    2. To create an event relay, from Setup, in the Quick Find box, enter Event Relays, and then select Event Relays. From the Event Relays page, click New Event Relay. Using the event relay creation wizard, provide the requested information.
    3. The Event Relays page shows the event relays that you create.
  8. Save Time by Linking Contacts to Instances in E-mail-to-Case: – Add a flow that puts customer information at your agents’ fingertips. The flow lets agents link contacts to cases created in Email-to-Case.
    1. Use the individual-object linking flow template called Find Contact for Associated Case from Email-to-Case. Add it to the Actions & Recommendations component. If you customize and save it as a screen flow, for example, you can use it elsewhere.
    2. The flow finds all contacts with email addresses that match the inbound email address that resulted in the case. Your agent then selects the right contact to link to the case.
  9. Async SOQL Retirement: – Async SOQL is scheduled for retirement in all Salesforce orgs in Spring ’23. Async SOQL is used for Massive Objects, Subject Audit Path, and the Join REST API. Learn this article to search out extra particulars.
  10. Switch Bundle Possession to a Completely different Dev Hub (Typically Accessible): – Ownership transfer of an unlocked package or second-generation managed package from one Dev Hub org to another is generally available. A transfer can occur internally between two Dev Hub orgs that you own, or you can transfer a package externally to another Salesforce customer, Salesforce Partner, or ISV. This change provides a way to sell an unlocked or second-generation managed package.
    1. This change applies to unlocked packages and second-generation managed packages.
    2. To initiate a package transfer, log a case with either Salesforce Partner Support or Salesforce Customer Support. Because this procedure is complex, Salesforce performs the package transfer process for you.
    3. For security reasons, package transfers between a Dev Hub located in Government Cloud and a Dev Hub located outside Government Cloud aren’t permitted.

Salesforce Mobile App Plus combines mobile offline access, enhanced app security, and branding capabilities. Enable Dynamic Forms on Mobile (beta) to give your mobile users the same customized record-page experience as your desktop users. View your analytics collections on Salesforce Mobile Home.

  1. Salesforce Mobile App Requirements Have Changed:Salesforce revised the requirements for using the Salesforce mobile app for iOS and Android. The Salesforce mobile app is supported on phones and tablets that meet these mobile platform requirements.
    • Android 9.0 or later
    • iOS 15.0 or later
  2. See Recent Changes in Forecast Categories:- See week-over-week changes for each of the forecast categories so that you can adjust your sales strategies accordingly.
  3. Access Your Analytics Collections on Salesforce Mobile: – Collections have now been added as a card on Salesforce Mobile Home. When you curate a collection of Lightning reports and dashboards, and CRM Analytics assets on your desktop, you can view it automatically on your mobile device.
  4. Cell Offline Is Typically Accessible: – Cell Offline, obtainable with Salesforce Cell App Plus, offers customers the power to do their jobs from wherever, together with locations with poor community connectivity. With Cell Offline, Lightning net elements which were developed for offline use can show and replace information whereas a cell gadget is disconnected from the web. When the gadget returns on-line, modifications mechanically synchronize again to the Salesforce service.
  5. The Salesforce Cell App Neighborhood License Entry Retirement Is Paused: – Salesforce has determined to pause the beforehand communicated retirement of Neighborhood License customers utilizing the Salesforce Cell App. There’s presently no deliberate retirement timeline. This retirement announcement applies to all customers with these licenses:
    • Firm Neighborhood License
    • Buyer Neighborhood
    • Buyer Neighborhood Plus
    • Buyer Portal
    • Excessive-Quantity Portal Person
    • Lightning Exterior Apps
    • Lightning Exterior Apps Plus
    • Associate Neighborhood
    • Associate Portal


Try the assets beneath to find out about a few of the most fun improvements earlier than formally GA on February 10th!

  • Salesforce Website: Your one-stop-shop to be taught all concerning the newest launch 
  • Launch In a Field: A abstract deck you’ll be able to share along with your group, management crew, and/or group
  • Demo Movies By Salesforce: 2-Three minute overviews of our high improvements
  • Release Trail: Earn that badge and march in the direction of Ranger Standing
  • 10 Hottest Salesforce Spring’23 Options for Admins

Formative Evaluation:

I need to hear from you!

What are your favourite Summer time’23 launch observe gems? You may obtain launch notes in HTML format!, for PDF recordsdata.

Be at liberty to share within the feedback beneath.


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