Salesforce® has once again packed their platform with exciting new features inside its forthcoming Winter ‘23 Release, which – depending on your instance of Salesforce – can begin to be experienced as early as the first release weekend, September 9, 2022.

And as they always do, AdVic’s consultants have poured through every one of the new features in this release and have highlighted the ones they are most excited about. So, let’s take a look at six of this release’s platform highlights, including ones that focus on Commerce, Workflow Rule Creation, and Dynamic Forms.

Browse and Search in Analytics Home

AdVic Note: If you use Einstein Analytics, all standard Salesforce reports and dashboards are now housed together with the Einstein dashboards, lenses, and stories in one convenient location. Previously you had to access Analytics Studio for Einstein dashboards, lenses and stories. And then access the standard reports and dashboards in a different location. This provides much more clarity on your total analytics in the org.Salesforce Overview: Use Analytics Home for contextual search capabilities, such as browse and find, to discover insights with speed. Apply filters to manage all CRM Analytics assets and Lightning reports and dashboards in one user interface.

Commerce – Understand SEO

AdVic Note: SEO (Search Engine Optimization) has been very vague in B2B and B2B2C sites. They gave users the ability to stamp tags in the Head of the site page but you had to have a really strong understanding of SEO already in order to do so. With SEO specific documentation for Experience Sites, it will be much easier for the standard user to utilize this functionality without needing to hire an entire consulting team to do so. 

Salesforce Overview: Drive more traffic to your B2B or B2C store with search engine optimization (SEO). New SEO documentation provides guidance on how to add HTML meta tags to pages, use canonical and shopper-friendly URLs, manage the store sitemap, and provide store snapshots to web crawlers.

Commerce – BOGO

AdVic Note: Commerce sites are finally getting buy one get one free functionality. Previously you could discount an order if the user bought a certain amount of a product but there was no true BOGO functionality. This is huge in standard commerce sites so to give the ability in Experience is a huge benefit for a lot of customers. 

Salesforce Overview: Entice your customers with the lure of a good buy-one-get-one (BOGO) sale. For example, create a promotion that offers customers who buy one bag of coffee beans 50% off a second bag. Use discount and qualifier rules to create more-advanced BOGO deals.

Enhance More Object Record Pages With Dynamic Forms

AdVic Note: Dynamic forms on pages were released for custom objects in the last cycle and they were a huge hit. Customers have been clamoring for a way to hide or display extra fields on object record pages to make it easier for their internal users to find the information they are looking for. We are finally getting the same functionality for standard Account, Contact, and Opportunity pages. 

Salesforce Overview: You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with Dynamic Forms.

Block New Workflow Rule Creation

AdVic Note: This is a huge change in how Salesforce plans to use automation in the future. We have been told for years now that Workflow Rules and Process Builders would be sunsetted in favor of flow. This is the first step in that process. I personally love this move as all automations will be stored in the same location (flow) in the future, but this is going to severely affect older orgs as well as Admins who are not versed in Flow. 

Salesforce Overview: The next step toward retiring Workflow Rules is to disable the creation of workflow rules. You can still activate, deactivate, and edit any existing workflow rules. And you can still create automations in Flow. To test and create workflow rules for use in managed packages, developer orgs still allow you to create workflow rules.

Track and Sort All Your Tasks with the To Do List

AdVic Note: Events and Tasks have been critical for sales teams to be able to track their day to day activities. It has been a pain in order to locate all of the different tasks that a sales user might have to do that day or in the upcoming week. Salesforce had a few basic “Daily Task” components but for the most part the user had to be on the account or opportunity record in order to see what they had to do. This new “To Do List” stored in the console will give sales users a one stop shop to identify their upcoming tasks. 

Salesforce Overview: Now your users can see all the tasks assigned to them in one component that’s available throughout Salesforce. With the To Do List docked in the Utility Bar, Sales Engagement users can see, sort, and organize tasks from records or cadences in a single actionable view. Users can apply labels to tasks in the To Do List to customize how they organize and prioritize them.

If you have any questions about the Salesforce Winter ‘23 Release – or anything Salesforce-related – AdVic’s Consulting Team is standing by to help! Reach us now, here.

Related Articles & Resources

Highlights from the Salesforce Summer ‘22 Release

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Ready or not, in the Salesforce world it will soon be time to turn the page on 2021 and leap into 2022 by way of their Winter ’22 Release Highlights.

To help get you ready for the Winter ‘22 Release (September 10 – First Release Weekend — October 1 Second Release Weekend — October 8 & 9 Final Release Weekend), Ad Victoriam’s certified consultants have once again poured through the latest Salesforce innovations across Sales Cloud, Reporting, Experience Cloud, Field Service, and Service Cloud to bring you these six exciting new feature highlights.

1. Sales Cloud – Pipeline Inspection Updates 

AdVic Note: This update builds on the one highlighted in the last release. This update allows managers to further customize the deals they inspect and review their pipeline for actionable items more quickly.

Salesforce Overview: Create pipeline views and saved filters, and track important opportunities. See Einstein Opportunity Scores in tiers with recent changes and insights, and get predictions of deals that are unlikely to close with Einstein Deal Insights. Know when next steps aren’t updated, and see counts for close dates that are pushed out on opportunities.

2. Reporting – Update More Fields from the Report Run Page with Expanded Inline Editing (Beta)

AdVic Notes: Reports will support in-line editing for more fields. Previously this was only available for text and number fields.

Salesforce Overview: Update your reports more efficiently without losing your place by clicking back and forth. Inline editing is now supported for date, pick list, and lookup fields. When your report data gets out of date, you can edit it right on the report run page. For example, sales reps can update opportunity statuses directly from their pipeline reports. Previously, inline editing was supported only for text and numeric fields.

Where: These changes apply to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

A lock icon means that the field isn’t available for inline editing.

3. Experience Cloud – Redirect Users Within an Experience Cloud Site

AdVic Notes: Allows administrators to load a CSV of URLs to automatically redirect users to a designated page.

Salesforce Overview: Redirect users to URLs within the same Experience Cloud site to retain the discoverability and SEO equity of your web pages. 

Where: This change applies to Aura and LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

4. Experience Cloud – Add Content to LWR Sites with New Components

AdVic Notes: The following components are now available in LWR sites: Banner, Button, Horizontal Line, Image, Text Block, Tile, and Video. These components allow for richer customization within an Experience Cloud site without the need for custom development.

Salesforce Overview: Create pixel-perfect sites, populated with content from Salesforce CMS and other data sources, with new Lightning web components for your LWR sites. Look for these new components in Experience Builder: Banner, Button, Horizontal Line, Image, Text Block, Tile, and Video. 

Where: This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. You must have at least one active community license in your org to use this feature.

5. Field Service – Easily Transfer Products Between Locations

AdVic Notes: Field Service now has a simple way for mobile workers to move inventory between locations without any additional customization.

Salesforce Overview: Move products from the warehouse to the work van or other locations with just a few taps on the mobile app. Mark products as received to update your inventory so that you don’t run out of supplies or have too many sitting on the shelf.

Where: This change applies to Field Service for Android and iOS in Enterprise, Professional, Unlimited, and Developer editions.

6. Service Cloud – Give Agents More Context with a Customized Screen Pop

AdVic Note: Admins will be able to open up to three related records on a support agents screen when a call, message, or chat is routed to an agent. This will allow agents to have all the information they need to work a request immediately available to them.

Salesforce Overview: Personalize service by providing the agent with more information about the conversation. With screen pop, automatically open up to three records on the agent’s screen when a voice call, message, or chat is routed to the agent. For example, you can show the customer’s contact, case, and order records on separate sub-tabs, along with the primary work record.

Where: This change applies to Salesforce Classic and Lightning Experience in Enterprise, Performance, Unlimited, Professional, and Developer editions in Service Cloud.

If you need help implementing any of the Winter ’22 Release features, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just fill out the form below, or click here.

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Related Resources:

Salesforce Winter ’22 Release Highlights – Podcast

Salesforce Summer ‘21 Release Highlights – Podcast

Salesforce Summer ‘21 Release Highlights – Blog

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Calling all fans of summer! Salesforce has packed their platform with exciting new Summer ‘21 Release features that all orgs will be experiencing by June 11-12, 2021.

For this Salesforce Release, AdVic’s CPQ Practice Lead Aaron Chamblee (pictured, above) poured through every one of the new features and we have highlighted the ones he is most excited about across Sales Cloud, Service Cloud, Field Service, and Development.

Sales Cloud

Drive Sales Team Accountability with Pipeline Inspection:

AdVic Note: This update provides a view for sales managers to see actionable pipeline information within Salesforce at a glance.

Salesforce Overview: Pipeline Inspection gives sales teams a single view of their pipelines with key metrics, opportunities, and weekly changes in close dates, amounts, stages, and forecast categories. With these insights, sales teams can focus on the most important opportunities, and sales managers can spend more time coaching reps to close more deals.

Listen to the Podcast: Salesforce Summer ’21 Release Podcast

Service Cloud 

1. Use Historical Data to Predict Your Workload with Intelligent Forecasting:

AdVic Note: Intelligent Forecasting uses machine learning and an intuitive report builder to leverage service history to slice your workload by time, region, skill, and custom data.

Salesforce Overview: Many contact centers are challenged by siloed data, inaccurate algorithms, or cumbersome spreadsheets when building forecasts. Intelligent Forecasting solves these problems with machine learning and an intuitive report builder. Aggregate your contact center’s historical data in a Workload History. Build an Intelligent Forecast from that history to slice your workload by time, region, skill, and custom data.

1. Generate Scheduling Requirements and Ensure Shift Coverage with Omni-Channel Planning:

AdVic Note: Omni-Channel Planning allows service managers to identify gaps in your support workforce by allowing you to compare your scheduled shifts to a forecasted workload based on your data.

Salesforce Overview: Predict shift scheduling requirements and make data-driven staffing decisions. Identify skill gaps in your workforce so you can better prepare agents to support customers. Compare your scheduled shifts to the requirements of the forecast to ensure coverage across channels. Slice this data by time or skills required.

1. Connect Your Customers to the Right Service Agents Using Omni-Channel Flow (Beta)

AdVic Note: Flow continues to expand its power on the Salesforce platform as admins will be able to fine tune the routing of work within the flow builder to find the best support agent for each customer.

Salesforce Overview: Manage complex routing processes from a centralized location to create efficient, flexible and productive service experiences.

Field Service

Briefcase Builder (Generally Available):

AdVic Note: With this feature now GA admins can enable field techs with the specific Salesforce data they may need to access in the field while offline or in areas with spotty reception. 

Salesforce Overview: Explore a better way to make offline record data available to your users with Briefcase Builder. Briefcase Builder helps you select records to share offline with Field Service workers by efficiently narrowing down record data based on the users and connected apps that you select. Now you can create an offline platform experience that is flexible, easy to use, and responsive to your mobile workers’ needs.

Development

Create Quick Actions with Lightning Web Components (Generally Available):

AdVic Note: Developers can now add Lightning Web Components to action buttons making them easier to access for users in a pop-up window without leaving their record.

Salesforce Overview: To save your users time and clicks, create a quick action that invokes a Lightning web component. On a record page, create a screen action that shows the component in a window, or create a headless action that executes with a click.

If you have any questions about the Salesforce Summer ‘21 Release – or anything Salesforce-related – AdVic’s consulting team is standing by to help! Reach us now, here.

Related Articles/Resources

Top 6 Salesforce Spring ‘21 Release Highlights

Top 6 Salesforce Spring ‘21 Release Highlights – Podcast

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