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.

Industries

Automotive Cloud

• Be the fast, not so much the furious : Automotive Experience Cloud template builds strong customer and partner relationships. Experience Cloud sites give dealers visibility into vehicles, services, visits, claims, predictions, agreements, and stakeholder relationships. Create complex home interactions and roles to understand customers.

Consumer Goods Cloud

• Kowalski ! Analyze your items, product categories, brands, and assortments to improve business efficiency. Identify high-performers in each segment, compare performance to the previous year, and track newly announced products. Evaluate a promotion’s impact on a product, category, brand, and assortment.
• Take out your parchments and quills, your sales agents can appropriately document customer-reported concerns with the new mobile app domain. Consumer Goods Offline Mobile’s Task UI shows the relevant classification options for a customer task.

Financial Services Cloud

• Improved Interaction Summaries can help bankers. They can maintain interactions data up-to-date, investigate all accounts in an interaction on a single page, and take better notes using rich text formatting and a wider canvas.
• Quickly integrate with external endpoints using Salesforce Industries’ integration definitions.
• Use customer survey results and sentiment to improve attrition predictions.

Health Cloud

• Become all-seeing : Using the new contact center’s 360-degree member perspective, rapidly and securely address member problems. Identify callers and record engagement details. View engagement events and subjects on the timeline, view member health data in the advanced patient card, deploy pre-configured actions from the Action Launcher, and view insurance-related information in the Member Plan.
• Distress Support Center Management makes it easy for your users to help clients in crisis. Answer calls with the app’s Open CTI Softphone and record call participants, topics, and duration. Timeline lets you quickly view a client’s entire engagement history. Email client contact info and Knowledge articles.
• A wizard is never late, nor is he early. Just in case though, reschedule appointments easily. Learn about advanced therapy enrollment. Book New Slots, Reschedule Slots, and Cancel Slots visibility rules changed. Advanced Therapy Management’s guided setup now includes a section for configuring field-level security.
• Call everyone! Virtual care links more individuals via secure video calling. Configure various AWS regions to store your healthcare data and utilize robust moderation to let just the correct persons into a conversation.
• Provide a platform for payers and providers to cooperate that allows for uninterrupted information transmission and improves their capacity to make rapid, educated authorization decisions. Reduce decision time by consolidating information, optimize care costs, and improve payer-provider communication.
• Don’t waste time on paperwork : Managing patient and member forms from intake to processing simplifies document management, reduces human data entry, and speeds up patient treatment. Differentiate document types for accurate automation.

Loyalty Cloud

• Accio promotion ! Quick Promotion wizard simplifies creating, defining, and activating promotions. Loyalty Management organizations can develop speedy promotions.
• Can we see an ID ? Use Identity Verification Flows and Loyalty Excellence to help CSRs engage loyalty program participants. CSRs can use Identity Verification flows to validate loyalty program members’ identities, or to help loyalty program members or authorized member representatives with issues, inquiries, and requests.
• Loyalty program administrators can produce coupon codes without formulas. Loyalty program managers pick voucher prefix, suffix, and length. Loyalty Management generates vouchers. A coupon code’s prefix, suffix, and alphanumeric characters are produced automatically.
• Sharing is caring : Give members a referral code to share with friends and family. Generate referral codes for members or let them enter their own when joining the loyalty program. Members’ referral codes can be regenerated based on request or loyalty program conditions.
• Keep track of member changes using Loyalty Membership Lifecycle records. You can track a member’s subscription’s duration and status. If your loyalty program offers paid levels, you can track members’ paid-tier duration.
• Stop right there, criminal scum ! Filter loyalty program transactions using the Fraud Analytics dashboard, such as weekly transaction count. Identify potential fraud by spotting unusual transactions and members. Analytics Studio’s Analytics for Loyalty template creates the app.

Manufacturing Cloud

• Calculate planned and actuals for revenue and custom metrics accurately up to five decimal places. Sales Agreement metric groupings show users the metrics they need. Manage Sales Agreement bulk updates. Advanced Account Forecasting mass update and CSV import options.
• Wait a minute, who are you ? Enhance Manufacturing’s service quality to strengthen customer relationships. Use Identity Verification so Customer Service Representatives may verify clients’ identities over communications.

Public Sector Solutions

• Use a guided flow to record referral details, obtain insights into constituent relationships, and capture and track household relationships.
• Helping you help your people : Financial aid helps people, families, and organizations become self-sufficient. Provide social insurance, tax benefits, subsidies, food and housing assistance, or cash.
• Use the Grants Management data models to create funding opportunities, set grant budgets, award grants, and manage disbursements.

Net Zero Cloud

• Include more fuel types, units, and conversion factors in emissions calculations.
• Monitor your organization’s economic, social, and environmental impacts. Enter, store, extract, and report GRI-standard quantitative social governance disclosures. Generate GRI reports and dashboards.
• Calculate the emissions of your acquisitions : If your company is a conglomerate with fully owned subsidiaries or independent business units, or has grown through mergers and acquisitions, you must account for emissions. You can now perform carbon accounting for subsidiaries within a single organization.
• Ask all the right questions : Extract data from qualitative and quantitative questionnaire replies to structured disclosures. Use questionnaires to obtain specialized information, such as grant budget use or energy and carbon emissions reporting, or generic information, like environmental, social, and governance reporting. You can also cooperate with users to generate reusable replies.
• Fly me to the moon 🎶 — Not on a plane though. Predict your company’s air travel carbon emissions for the next six months using the Monthly Air Travel Emissions portion of the Predicted Air Travel Emissions dashboard. Prepare a short-term plan to reduce emissions by analyzing the past six months’ emissions and the next six months’ predictions.

Industries Common Components

• Actionable Segmentation lets you group similar client profiles and create targeted outreach efforts.
• No no, not that NBA. AI Accelerator can generate real-time prediction scores and NBA suggestions. Upload sample features or configure feature extractors to extract in batches or real time.
• Expression Set Builder’s usability enhancements speed up expression sets. Use the new Versions tab to easily navigate between expression set versions in list view.
• 🎶 Tell me why 🎶 — Decision Explainer is a collection of setup objects that provide insight into why a business rule generated a specific result.
• This isn’t even their final form. Adopt the latest Discovery Framework features to improve your consumers’ form-filling experience. Build and setup forms using QR code or Signature Discovery Framework OmniScript. Create forms with prefilled data from prior exams to save time.
• Ain’t nobody got time for that — Save time by entering authentication settings when activating integration. View the integration app’s newest version and upgrade it. Update previous-release named credentials to newest format. Simplified API registration makes it easier to enable Industry API access and establish integrations.

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