Prime Ten Gems of Salesforce Lightning Expertise Winter’23 Launch!

Final Up to date on August 22, 2022 by Rakesh Gupta

With every launch, Salesforce is including many new functionalities to Lightning Expertise, which makes you extra productive and lets you present a greater buyer expertise. 

On the 26th of August, Sandboxes will probably be upgraded. Because of this, your group will get the appear and feel of the Winter’23 launch. In case you have not learn your complete 577 pages of Salesforce Winter’23 launch notes, try the Winter’23 launch quick summary written by me.

I combed by the discharge notes and highlighted essentially the most thrilling, fascinating, and helpful Lightning Expertise options. Since Lightning Expertise is getting sooner and higher with each launch, it was a problem to cease at simply ten! To kick issues off, right here is my tackle the good Lightning options from the Winter’23 launch. 

  1. Set and Monitor After Dialog Work Time (Usually Out there):- Give brokers a set period of time after a buyer name or messaging session to wrap up their work earlier than they begin a brand new one. Brokers can use this time to ship follow-up emails, replace a case, or finalize their notes. Supervisors can use Omni Supervisor and studies to trace the period of time brokers spend on wrap-up work.
    1. When After Dialog Work (ACW) time ends, the work is taken into account full no matter whether or not the agent closed the report. If the agent wraps up their work earlier than the ACW interval runs out, they’ll click on All Carried out or shut the report tab within the console to indicate they’re prepared to assist the subsequent buyer. You possibly can permit brokers to pause the ACW timer to stop being put again into obtainable standing earlier than finishing after-conversation work. You select the extension time and what number of instances an agent can prolong their ACW.The after conversation work component in Service Cloud Voice.
    2. You possibly can arrange ACW within the presence configuration for a gaggle of brokers or in a service channel. ACW on the service channel degree overrides the setting on the presence configuration degree. Within the After Dialog Work Time part, click on Give brokers wrap-up time after conversations, and add the time in seconds. The worth should be from 30 to three,600 seconds (60 minutes). Then, add the After Dialog Work element to your name or messaging dwelling web page, which reveals the ACW countdown. 
      After conversation work section of the Presence Configuration page in Setup.
    3. This alteration applies to Lightning Expertise in Enterprise and Limitless editions. Out there in Salesforce orgs with these telephony fashions:
      1. Service Cloud Voice with Amazon Join
      2. Service Cloud Voice with Accomplice Telephony
      3. Service Cloud Voice with Accomplice Telephony from Amazon Join
  2. Switch Calls Extra Effectively:- Get the improved name switch expertise. Earlier than transferring a name, brokers can gauge how busy one other agent relies on their consumed capability worth. And with transferred calls added to the Omni Supervisor Queues Backlog tab, supervisors can view inbound and transferred calls awaiting agent pickup.
    1. View an agent’s consumed capability % worth from the Telephone tab of Omni-Channel. To point out agent availability data for transferred calls, Salesforce customers should be mapped to the telephony supplier customers, and Respect Agent Capability should be turned off.Example view of the Omni-Channel Phone tab with 80% consumed capacity for Agent Sarah Alister
    2. View a listing of inbound and transferred calls in queue and analyze queue information for these calls from the Omni Supervisor Queues Backlog tab.Example Queues Backlog view with a transferred voice call in queue
    3. This alteration applies to Lightning Expertise in Enterprise and Limitless editions. Out there in Salesforce orgs with these telephony fashions:
      1. Service Cloud Voice with Amazon Join
      2. Service Cloud Voice with Accomplice Telephony
      3. Service Cloud Voice with Accomplice Telephony from Amazon Join
  3. Set IAM Permissions Boundaries Via Salesforce: – Enter the AWS IAM Function Permissions Boundary Amazon Useful resource Identify (ARN) straight by Salesforce if you arrange your contact heart with a brand new Amazon Join occasion. If a Permissions Boundary ARN is specified, its permissions boundaries are added to IAM roles as they’re provisioned.
    1.  Within the AWS Permissions Boundary ARN, enter the AWS IAM Function Permissions Boundary ARN.
    2.  This alteration applies to Lightning Expertise in Enterprise and Limitless editions. Out there in Salesforce orgs with this Service Cloud Voice with Accomplice Telephony from Amazon Join. 
  4. Assign Results in Territories (Usually Out there): – Guarantee protection to your gross sales groups’ prospects if you distribute leads amongst territories manually. You establish entry ranges for the leads in your reps’ territories.
    1. Activate Lead Entry and specify entry ranges to your gross sales reps. Subsequent, add the Assigned Territories associated listing to your lead web page layouts.
    2. You then assign results in territories utilizing completely different strategies relying on whether or not you assign a number of leads concurrently or particular person leads.
    3. This alteration applies to Lightning Expertise and Salesforce Basic in Efficiency and Developer editions and in Enterprise and Limitless editions with the Gross sales Cloud.
  5. Work Easily with Improved Usability of Salesforce Desktop Website Forecasts: Gross sales reps and different forecast customers can profit from improved visualization and navigation on the forecasts web page. Quota attainment percentages are proven as progress bars within the abstract view. If a forecast worth was adjusted and altered not too long ago, you possibly can see extra data in a single popup quite than two. To maintain your time-frame as a reference level, the time interval column is frozen as you scroll horizontally within the abstract view.
    1. In the event you enabled quotas and your consumer chosen the Present Quota % Attainment show possibility on the forecasts web page, quota attainment progress bars seem above quota attainment percentages. For data on what the colours imply, see Salesforce Assist. You don’t have to do any setup to freeze the primary column (time interval). You possibly can’t disable it.
    2. In case your consumer chosen the Present Modifications in Final 7 Days show possibility on the forecasts web page, forecasts with a current change and an adjustment present a single popup upon hover. The popup comprises details about the change and the adjustment.
    3. These adjustments apply to Lightning Expertise in Skilled, Efficiency, and Developer editions and in Enterprise and Limitless editions with the Gross sales Cloud.
  6. Join Google to Salesforce with a Service Account: – When establishing Einstein Exercise Seize, now you can hook up with Salesforce with a Google service account. With the service account authentication technique, Einstein Exercise Seize customers don’t join their very own account, which simplifies the rollout.
    1. In the event you’re establishing Einstein Exercise Seize for the primary time, choose Service Account as your authentication technique.
    2. This alteration applies to Lightning Expertise in Necessities, Skilled, Enterprise, Efficiency, and Limitless editions.
  7. Add Contacts to Cadences from Alternatives and Pipeline Inspection: – Add alternative contacts to cadences straight from alternatives and Pipeline Inspection. The chance can be associated to the contacts robotically.
    1. So as to add contacts from a possibility, click on Add to Cadence. You possibly can embody the associated alternative or change or take away it manually. In Pipeline Inspection, particular deal insights on alternatives additionally embody an motion so as to add contacts to cadences.
    2. This alteration applies to Lightning Expertise in Efficiency and Limitless editions with Excessive Velocity Gross sales.
  8. Handle Associations Simply in Gmail or Outlook:- Emails and occasions that Einstein Exercise Seize customers create of their Gmail or Outlook integration are captured and robotically related to associated information. Now customers can change these computerized associations from their Gmail or Outlook integration. You possibly can take away some or all of the associations between an e-mail or occasion and associated information, or add new associations. Beforehand, customers may make these adjustments solely in Salesforce.
    1. This alteration applies to Lightning Expertise in Necessities, Skilled, Enterprise, Limitless, and Developer editions. 
  9. Improve Extra Object Report Pages With Dynamic Types:- Now you can make your account, together with particular person account, contact, and alternative report pages, extra strong by configuring them with Dynamic Types.
    1. Within the Lightning App Builder, open an account, together with particular person account, contact, or alternative report web page. Click on the brand new Fields tab, and place fields wherever on the web page. Or automate the method by migrating your Report Element element to make use of Dynamic Types with the press of a button.
  10. Assist Customers with Extra Targetable Areas and Backdrop:-  Extra granular components are targetable utilizing focused prompts for In-App Steering. To attract extra consideration to the element being highlighted, focused prompts now include a grey backdrop.
    1. You possibly can management what customers discover to allow them to simply discover the merchandise the immediate refers to.
    2. Now you can goal:
      1. Listing view dropdown menu, pin, and buttons within the header
      2. App title
      3. App Launcher
      4. Gadgets within the navigation bar, together with gadgets within the merchandise’s dropdown menu
      5. Report tabs and subtabs
      6. Report spotlight panel fields
    3. All focused prompts, together with focused prompts created earlier than Winter’23, have a grey backdrop. Customers click on outdoors of the immediate to take away the backdrop.

Extra Enhancements are Value Noting!

  1. Assessment a Customized Report Sort’s Construction Throughout Report Creation: – Undecided what customized report kind to make use of if you create a report? Now you can view the construction of accessible customized report sorts and select the most effective one to your wants. The small print panel reveals the relationships between the joined objects, and tooltips clarify the end result of the joins.
    1. Create a report and choose a customized report kind. View the article and be part of particulars.
  2. Salesforce for Outlook Is Retiring in June 2024: – Full product retirement for Salesforce for Outlook is scheduled for June 2024. For the most recent integration with Microsoft Outlook, Salesforce recommends transferring to our next-generation merchandise, the Outlook integration and Einstein Exercise Seize. 

Formative Evaluation:

I need to hear from you!

What’s your favourite Winter’23 launch observe the Lightning Expertise gem? Care to share? You possibly can obtain launch notes in HTML format! for PDF information.

Be at liberty to share within the feedback under.

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