This article is one of many other volumes for the Spring ’23 Release Notes — The Funny-ish Summary. If you want to jump to a specific Topic please use the links at the bottom of this page.

Sales

Core Sales Feature

• Here comes the money, money money — Using historical assignment data, compensate reps based on when they served in their territory. Managers can use assignment data for sales planning, equitable remuneration, and sales performance analysis.
• Make yourself at home : Customize desktop forecast pages with all the information sales leaders need to make effective forecasts. With Lightning App Builder’s flexipages, you may use standard and custom components. As your sales processes change, so can your website designs.
• Custom dates let you create precise business projections. Add a custom date field if your organization recognizes income when things delivery. Create forecast kinds using that field. Sales executives could only forecast by Close Date, Product Date, or Schedule Date before.
• Break up record details in leads with Dynamic Forms. Use a guided process to import contacts and leads. And coordinate a complex opportunity across your sales team using opportunity product splits.

Productivity Features

• It’s a date ! Literally. Inbox users can let clients choose the best time to meet by adding a link to emails.
• Outlook or Gmail users can suggest meeting times with just one click in Inbox.
• Sales engagement enhances cadences. When reps use email templates that are also the first step in a cadence, they are prompted to add email recipients to the cadence.

Sales Engagement

• DIY : Automated Actions enable users develop their own processes to manage cadence targets. Users can add, remove, pause, or resume cadence targets and alter target assignees using if-then logic. Users can automate adding new leads to a cadence.
• Reps can save time by adding their own outreach actions to their To Do List and Work Queue using fast cadences. Calls, emails, LinkedIn InMail, and custom actions can be sequenced quickly. Then they can set a cadence for leads, contacts, and person accounts.

Revenue Intelligence

• Get Einstein Discovery insights in Revenue Insights. Einstein Discovery creates predictive models using machine learning. Revenue Insights delivers the model projections in an easy-to-understand visual format. Deal Size, Win Rate, and Time to Close are predicted.
• Parkour ! Switch between Collaborative Forecasts forecast types in Revenue Insights.

Pipeline Inspection

• Sales teams may now use data that illustrate deal changes over time to monitor their pipeline. Previously, only forecast category metrics were available.
• Faster and stronger : Inline editing of different record types saves time. Inline editing of opportunities no longer requires filtering by record type.

Einstein Conversation Insights

• Sales managers may now report on voice and video call conversation data to see top listeners and who received the most coaching. Use Unified Voice Call, Unified Video Call, and Unified Activity Insights to get sales reports.
• Worried about personal information on calls? Einstein Conversation Insights hides credit card information in calls transcripts. This applies to voice and video calls.
• Einstein Conversation Insights automatically recognizes video call participants. Using Einstein Activity Capture (EAC) calendar integration, video call contacts can be inserted as linked entries.

Salesforce Maps Portfolio

• Design territories without waiting for high-volume alignments to load. Reduce Salesforce Maps Territory Planning loading times by processing data in parallel.
• When creating datasets and planning territories, use updated geographic boundaries like postal codes.
• View your team’s alignments to stay informed. Indicate which unit assignments to keep in published alignments, and look up their assignment details.

More Volumes?

• Volume I: Salesforce Overall, Enablement and Guidance, Reports and Dashboards
• Volume II: CRM Analytics
• Volume III: Security, Identity, and Privacy
• Volume IV: Customization
• Volume V: Salesforce Flow
• Volume VI: Development
• Volume VII: Sales
• Volume VIII: Service
• Volume IX: Experience Cloud
• Volume X: Salesforce CMS & Mobile
• Volume XI: Commerce
• Volume XII: Industries

Authors

• Hamza Ait Ben Said
• Imane Laklaai
• Manal Outaleb
• Mustapha El Hassak
• Oumaima ARBANI
• Zakaria SEMRI