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

4 min readSep 15, 2022

It is so shocking to find out how many people do not believe that they can learn, and how many more believe learning to be difficult.

Sales

Customize forecasts with calculated columns, filter by custom fields to focus on important info, visualize better with progress bars and other user improvements.
Manage coverage for and access to leads that you now assign manually to territories.
Use Dynamic Forms to create more flexible record pages for accounts, contacts, and opportunities.

Manually distributing leads between territories ensures prospect coverage. You have two options for assigning multiple leads to territories. Through the Salesforce Maps Territory Planning add-on, or by adding assignments to a CSV file and importing it into Salesforce using Data Loader, for example. You can assign individual leads to territories by selecting the territory of your choice.

Revenue Insights can be customized to your sales organization.
Revenue Insights displays single-category rollups. This option shows the rollup for a given pipeline stage, like Closed Won.

Learn more about deal health from customer interactions, with Einstein Conversation Insights and Email Insights now available in Pipeline Inspection.

Make yourself at home ! Einstein Conversation Insights new users have several resources (ECI). New onboarding includes training videos and an in-app tour. Managers and representatives may learn ECI quickly.

With objection insights, sales professionals and managers can easily spot user objections. They’re also on the activity timeline, your honor.
Voice and video call records’ Follow Up tab is now Action Items. The tab has a new Needs Attention area for follow-up tasks.
ECI users can see insights and action items from voice and video chats more rapidly.

Your users may see all their tasks in one Salesforce component. With the To Do List docked in the Utility Bar, users may sort and arrange all their tasks with Labels.
You got mail ! Multiple email addresses can be used to send a list email. Developers can use custom components to access the email composer while creating apps.
Better and faster, the activity timeline now marks more emails as sensitive. Also, fewer steps are now required when an admin deletes all the emails or events for a given user.

A brand new name and brand new features ! Customer engagement tracking, chatbots, and cadences are app automation features. The new name encompasses all the tools needed to automate procedures and engage leads and customers so sales teams can focus on selling.
More power to your reps. Cadence Builder now lets sales managers add screen flows as cadence steps. Reps can create a case, event, task, or other action using screen flow steps.

Sell to and serve international markets when you build shape layers that include postal codes for the countries where you do business. Design territories using criteria that supports your sales and service goals and distribute accounts by territory among account teams.

Partners, assemble ! Sales teams can access, update, and share records, manage pipelines, and get notifications from Slack. Teams can collaborate in account- and opportunity-focused Slack channels with Salesforce data. Automate deal updates from Salesforce to Slack to keep the team informed. Use Slack to engage cross-functional partners and make real-time Salesforce data accessible.

DYI: Experience Cloud has a self-service storefront for subscriptions. Subscription Management sales and support teams can now increase a customer’s subscription and produce quotes. Manage subscription items and pricing, automate bulk invoicing, and automate recurring payments.

In Salesforce CPQ, an integration user and a short-lived access token can access the external calculation service. Salesforce no longer maintains the long-lived refresh token used to visit the external calculation service, improving security.
Salesforce CPQ now uses Web Components V1 to run faster in supported browsers. This update was released in Summer ’21 and becomes mandatory in Winter ’23.