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

Manal Outaleb
4 min readSep 20, 2022

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If anyone needs me, I’ll be reading. Please don’t need me

Customization

Lightning App Builder

  • Dynamic forms are now available for three core objects: Accounts (both Business and Person), Contacts, and Opportunities. I’m not crying, you’re crying !!!!
  • We either live with intention or exist by default. The option ‘Migrate fields and sections into an Accordion component to improve page performance’ decided to start living with intention and is no longer selected by default when migrating a Record to Dynamic Forms.
  • You can now select multiple filter values for picklist fields while filtering dynamic related lists in the Lightning App Builder, because the more the merrier! (Previously, you could filter by only one picklist value)

Salesforce Connect

  • Need to integrate AWS data with Salesforce and run interactive ad hoc queries ? Don’t panic … you can use the new Salesforce Connect adapter for Amazon Athena. GA
  • What if I told you that you can improve sorting options for data sets in Salesforce through secondary indexes defined on an Amazon DynamoDB table? Read more here

Fields

  • What does a house wear ? Address 👗. Now you can create custom Address Fields. GA
  • You can now bulk delete inactive unused picklist values (BETA). If you could go ahead and clean up after yourself, that’d be great.
  • Save your time for higher value tasks⏳️. You can now delete, activate, deactivate, or replace multiple custom picklist field values at once. BETA

Globalization

  • I’ll keep it short, enable ICU* Locale Formats! (Release Update)
    * International Components for Unicode
  • Embracing cha-cha-changes. Review the changes to date, time, name, and currency formats for the locales that you use in Salesforce and evaluate how they affect you.
  • The Apia Daylight Time (Pacific/Apia) is removed, and four time zones are renamed. Change is good, but I still hate it!!!!!!! 😱
  • Identity Verification in Finnish 🇫🇮 was changed from “Identiteetin vahvistus / Henkilöllisyydenvahvistus” to “Henkilöllisyydenvahvistus”. Check other changes here.
  • 📖 General Knowledge fact: The leone (SLE) is the currency of Sierra Leone 🇸🇱, and it’s now available in Salesforce.

Permissions

  • Admin can use an enhanced UI to assign an expiration date to each permission set or permission set group. TICK TOCK, your time is running out! ⏳️⌛ (This update was available in SUMMER ’22 and is enforced in WINTER ’23)
  • Have you heard of Permissions Helper before? If so, it’s now called the User Access and Permissions Assistant. Download the app from AppExchange and manage permissions and permission assignments easily.
  • Now you set Field-Level Security for a field on Permission Sets instead of Profiles. Repeat after us, it’s called Best practice! (BETA)

Sharing

  • Keep your user’s personal information personal by enabling Enhanced Personal Information Management. (This update was first available in SPRING ’22 and is enforced in WINTER ’23)
  • How to be independent? Step one: use scoping rules on supported objects without contacting Salesforce.
  • Hard As This May Be To Believe, you can now use a comma-separated list of IDs or values in a Restriction or Scoping Rule Record Criteria.
  • What starts with Account and ends with Work Type Group? It’s, well, not an actual word — but it is the list of all the 45 standard objects related to Sharing and Sharing Hierarchy actions available now in the Sharing and Sharing Hierarchy Help documentation.
  • Where are Scoping Rules applied? To filter records in reports, list views, and SOQL.

External Services

  • 2 new options to upload your API spec for registration: ‘Provide the full, absolute URL to the schema’ and ‘Drag a spec file or browse to upload a local JSON-formatted spec file’. Pick your choice!
  • No effort needed, External Services automatically validates the schema and provides detailed messages for any errors at registration time.
  • Great news 🙌🏼 🙌🏼! You can now directly invoke External Services registered actions from OmniStudio Integration Procedures in OmniScripts and FlexCards.
  • No more stalking 👀 to find out an Action’s Unique Apex Name! It’s specified in View Actions > More Details.
  • What a nice view! Apex Class Viewer used to view all External Services auto-generated Apex classes. (Editor’s note: did you count how many views you just viewed 😋)
  • You can import MuleSoft Anypoint APIs from Child Business Groups. Unbelievable yet true 🤷🏻‍♀️🤷🏻‍♀️!
  • Use External Services for MuleSoft RPA (Robotic Process Automation) to generate Actions (GA)

Data Loader

  • My name is professor Annalise Keating and this is (how to get away with murder ) the new location 📍from where to Download Data Loader.
  • Remember: as of Data Loader v.56, the ‘Enable OAuth login from browser’ setting is enabled by default (Previously, it was disabled by default).

Einstein Prediction Builder

  • Interested to discover Einstein Prediction Builder ? Here’s your map 🗺️ .

General Setup

  • Mmmm! Select and Clone a Lightning app! Can life get better? I submit that it cannot! (BETA)

More Volumes?

Authors

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Manal Outaleb

B2B Technical Consultant at Salesforce, 2x Salesforce Accredited (B2B/Order Management) & 9x Salesforce Certified