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

Zakaria SEMRI
3 min readSep 21, 2022

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** Insert your favorite Einstein quote here **
Mine is, “In theory, theory and practice are the same. In practice, they are not.” 🤓

Einstein

  • Einstein Search for Knowledge is now GA
  • Meet Interactive Einstein Search Answers (PILOT). the new secret smart sauce to extract the most relevant information from an article and save it in your clipboard for future use
  • Let the Einstein Prediction Builder Learning Map guide you through.. You guessed it right! That’s the whole lifecycle of Einstein Predictions from discovering to troubleshooting
  • AI Accelerator and NBA can now be integrated. And by NBA I mean the Next Best Actions here 🤓
  • Einstein’s Relationship Recommendations is now available in your f̶r̶o̶n̶t̶-̶d̶o̶o̶r home page. And if you’re more interested by deeper insights, the ARC Einstein Relationship Insights component is here for you
  • Hey Siri.. Oh.. Alexa. I mean.. Amazon Textract 🙊! Take this handwritten document and pull it in a record for me. This is what you can call it maybe Intelligent Document Reader
  • Feel what your customers feel 🙂 😠 😐! Sentiment Insights, powered by AWS, can categorize sentiments from the Survey responses
  • Einstein Conversation Insights has new onboarding experience, new insights associated with the objections and much easier & faster access to the actions items and processed calls
  • The lead and opportunity models are now refreshed once a month, compared to 10 days previously
  • Einstein Classification now supports encrypted fields and it can also be integrated with Flows 🤖
  • There are two new Dashboards in town, and they’re for Einstein Article Recommendations and Einstein Reply Recommendations
  • When it comes to Einstein Bots. Take a deep breath. And. Here. We. Go: There is a Learning Map now to guide you through faster Bots building. Previewing Bots, aka Text Preview, is now GA. The Chatbot Analytics v2 Dashboard is retired, but there is a new reports folder. And finally the most important news 💸, you will pay only for the two-way engagement sessions between customers and bots

Mobile

  • Viewing forecast types grouped by territory is now possible. Before you could only view the ones grouped by user role
  • Meet Enhanced Reports 🦾📈, your usual reports, but on steroids for a better experience in Mobile
  • Analytics Home is now accessible from Mobile
  • Lightning on Tablet is the future in.. tablets! It will be enabled for newer orgs and for all in SPRING ‘23
  • You can now set your LWC Integer properties differently on each device: Desktop, Tablet or Mobile (LWR Sites only)

Customer Data Platform

  • New release, new name! Salesforce CDP is now called Customer Data Platform
  • With one click, explore and analyze data from your customer data platform with CRM analytics. Extend your analytics without moving data out of the Customer Data Platform thanks to the new Explore in Analytics button.
  • The Processing History tab of a ruleset now displays the Skipped status for jobs that aren’t scheduled to run.
  • Ruleset warnings identify specific mappings, rules, or fields to review to improve profile unification, consolidation rate, and reduce the number of unified profiles counted against your contracted entitlement.

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