Salesforce Winter ’23 Release Notes — The Funny Summary — Volume I

Mustapha El Hassak
3 min readSep 7, 2022

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The function of good software is to make the complex appear to be simple.

Salesforce Overall

General Enhancements

  • Where do you live? Now you can create custom Address Fields! GA

Salesforce Scheduler

  • Daily, Weekly or Monthly Shifts! Territory managers and service resources can now create shifts in recurring patterns. The recurrence period must be <= 120 days from the start date.
  • Choose Your Channel! Now you can select for your shifts and appointment the type of channel that will be used by your resources to engage with your customers. ie: In person, via Phone, Video,… (available only with APIs and Apex, and not in scheduler standard Flows).
  • Choose Your Topic! Availability of your resources can now be defined based on which Topic they will be needed for.

Einstein Search

  • Einstein Search for Knowledge is now GA.
  • New PILOT! Einstein Search Answers! Your agents can now type a question in the Einstein Search Textbox and Salesforce will extract the most relevant information from a knowledge article. The returned answers are just three lines and two buttons: One to Copy the Answer and a second one to Copy the Article Link.

Reports & Dashboards

  • When Slack meets Analytics! The CRM Analytics for Slack App can now be also used for Core Reports & Dashboards: browse, share, view and Collaborate Around Data.
  • Subscribers Gonna Subscribe! From Slack and without the need to open Salesforce you can subscribe to your favorite reports and dashboards (up to seven reports or dashboards). The subscription will refresh based on the schedule you set and will post you a snapshot.
  • No more guessing! When selecting a Custom Report Type during Report Creation you can now see the custom Report Type Objects and their Relationships.
  • Upgraded search experience in the Analytics Home. Use new filtering and browsing capabilities.
  • Optimal Views on Mobile with Enhanced Reports (BETA) that optimize your reports for consumption on mobile devices. Available the week of October 17, 2022, for iOS and Android mobile devices.
  • Find custom report types that include specific standard or custom Salesforce fields (up to 20 fields). BETA

Enablement & Guidance

In-App Guidance

  • Stormtroopers Gonna hate this! Target more granular elements. Check the list.
  • Targeted prompts now come with a gray backdrop so you can draw more attention to the component being highlighted.

Enablement Sites (FKA myTrailhead)

  • Welcome the All Stars! New gamified incentives. Let your people achieve higher ranger ranks. Ranks are based on the number of points and number of badges.(effective August 2022.)

Hyperforce

  • Because a Superforce is not enough! You can now deploy Salesforce apps and services in more regions by using the scale and agility of the public clouds. Check the new list.
  • Because you don’t have to do it all by yourself! Starting November 2022 migrate to Hyperforce using Hyperforce Assistant (you must be scheduled for an upgrade through a mass org migration).

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Mustapha El Hassak

Salesforce Certified Technical Architect (CTA) & 17x Salesforce Certified (Sales Cloud, Service Cloud, Application Architect, System Architect, CRM Analytics)