Our Top 10 new features from the Salesforce ☁️ Spring’23 releaseπŸƒ

benahm
KlintForce
Published in
7 min readDec 28, 2022

Happy new year 2023 πŸŽ‰! We hope this year brings happiness, good health, and success to all πŸ₯³. As the new year kicks off 🎊, we’re excited to share with you a list of our top 10 favorite features 🌟 coming with the new Salesforce Spring ’23 release πŸƒ.

Below the key dates πŸ“… for this release

  • Sandbox preview starts πŸ§ͺ: 06 January
  • Production release weekends πŸš€: 13 January, 03 and 10 February

1) MFA Auto-Enablement πŸ”

Salesforce will be automatically enabling MFA πŸ”’ for direct logins. This process will roll out in stages throughout 2023, beginning with the Spring ’23 release πŸƒ. In the future, MFA will be a required part of the Salesforce login process. To avoid potential disruptions πŸ’₯ to your users, it is recommended πŸ’‘that you enable MFA as soon as possible.

2) Field History Tracking for Activities πŸ“œ

Salesforce has added a new feature πŸ†• that allows users to track field changes on events πŸ“… or tasks βœ…. To set it up, admins can go to the Object Manager in Setup, tick Set History Tracking and select up to six fields on Event or Task object πŸ“‚. The Activity History πŸ“œ list will appear in the Related tab on default event and task pages, or admins can add the Activity Record History component πŸ“ˆ to any custom event and task Lightning pageπŸ“„.

3) Reports & dashbords πŸ“Š

Spring ’23 πŸƒ will allow users to set up personalized report filters πŸ” for each user πŸ™‹β€β™‚οΈ. This can be useful πŸ’‘ for creating customized reports πŸ“Š that personalize the results πŸ“ˆ for each member of the team πŸ’ͺ.

You can now subscribe to up to 15 reports & dashboards πŸ“ˆπŸ“Š. The previous limit πŸ”’ was 7.

This release will introduce a new feature called β€œcollections”, which allows users to organize πŸ“‚, access πŸ”, and share 🀝 their important reports πŸ“Š and dashboards πŸ“ˆ in one place. This feature can be enabled βœ… in Reports and Dashboards Settings πŸ”§ or Analytics settings . To create a collection, users can go to the App Launcher and select Analytics πŸ“Š, then click + in the Collections πŸ—‚οΈ panel on Unified Home and enter the name πŸ“ and optional description for the new collection.

4) Picklist Management πŸ” 

We have new πŸ†• features in the Spring ’23 release πŸƒ for managing and cleaning up picklist values . These features include the ability to bulk delete πŸ—‘ inactive picklist values, bulk manage picklist values (delete πŸ—‘, activate πŸš€, deactivate 🚫, or replace πŸ”„), and limit the number of inactive picklist values πŸ”’ to improve system performance πŸ’ͺ. In addition, Salesforce has added optional picklist fields for Pronouns and Gender Identity 🌈 on the Lead, Contact, and Person Account objects πŸ“‚ to allow businesses to capture more inclusive data 🌟 about their customers

5) Experience Cloud β›…

The Spring ’23 release πŸƒ includes several new features πŸ’‘(in beta πŸ§ͺ) for Lightning Web Components (LWC) πŸ’» sites 🌐: the Actions Bar component πŸ”„, the Notifications component πŸ””, and the Record Detail component πŸ“. These features πŸ’‘ allow to access important actions πŸ”„, view notifications πŸ””, and view and edit records πŸ“ in LWC sites 🌐.

The new Metadata API DigitalExperienceBundle πŸ“‚ and DigitalExperienceConfig πŸ“„ types (now in GA πŸŽ‰) can be used to deploy enhanced Lightning Web Components (LWC) πŸ’» sites 🌐 and track changes πŸ“Š on them πŸ’». this also allows partial deploy of LWC sites 🌐, offering more control over the updates πŸ”„ pushed to production πŸš€.

6) Sharing Updates πŸ‘οΈ

In the Spring ’23 release πŸƒ, Salesforce will allow users πŸ™‹β€β™‚οΈ to view the sharing hierarchy of a record and understand πŸ’‘ who has access to it πŸ”“. Users can also see the reason πŸ€” why a user has access to a record and find out if a user’s access is blocked by a restriction rule 🚫. This feature 🌟 can be helpful πŸ’‘ for managing and understanding record access in an organization 🏒.

And Salesforce is beta testing πŸ§ͺ a feature πŸ†• that aims to improve πŸ” the speed 🏎️ of automatic sharing rule calculation πŸ”’ for Account objects . This feature is expected to lead to faster org-wide default and account sharing rule recalculation πŸ”„.

7) Lightning Builder πŸ—οΈ

In Spring ’23 release πŸƒ we will be able to customize βš’οΈ desktop forecast β›… pages using the Lightning App Builder πŸ—οΈ, which can be useful πŸ’‘ for sales leaders who need to track πŸ“ˆ and forecast sales data πŸ’° in a way that meets the specific needs πŸ“ of their business 🏒.

Dynamic actions for standard objects πŸ“‹ are now generally availableβœ…for desktop πŸ’», allowing businesses 🏭 to add more flexibility 🧩 and control to actions πŸ”„ on their record pages πŸ“. Previously, dynamic actions were only generally available for a few select standard objects.

With the Spring ’23 release πŸƒ, Dynamic Forms πŸ“ can be used to enhance Case and Lead record pages πŸ“„. This capability πŸ’ͺ was previously only available for certain record pages πŸ“„ (Account, Person Account️, Contact, and Opportunity)

8) Salesforce Flow πŸ”€

Flow now allows πŸ”“ to bring in external data πŸ“Š and automate processes πŸ”„ with it, using HTTP Callout action (Beta πŸ§ͺ). This can be done without writing code πŸ’» or using a middleware service like Mulesoft.

Interactive Components (in beta πŸ§ͺ) allow admins to build screens πŸ“Ί that feel like single-page applications, by allowing components πŸ”§ to react to each other 🀝 on the same screen πŸ–₯️. This feature reduces the number of screens πŸ–₯️ users πŸ™‹β€β™‚οΈ need to navigate 🧭

You can now see element descriptions πŸ“ on the flow canvas πŸ–ŒοΈ (in Auto-layout), which improves clarity 🌟 and maintainability πŸ‘

The Migrate to Flow tool πŸ› οΈ can now also convert ➑️ Process Builder processes πŸ”„ into flows , helping businesses 🏭 to streamline their processes and take advantage of the advanced capabilities πŸ’ͺ of Salesforce Flow πŸ”€.

9) DevOps CenterπŸ“¦

DevOps Center is now generally available βœ…. With this tool βš’οΈ, admins/developers πŸ§‘β€πŸ’» can manage their changes πŸ”„ and releases using a point-and-click interface πŸ–±οΈ or directly from the source control system πŸ”’, or a combination of both 🀝. Behind the scenes, the DevOps Center manages source control branches 🌿 so that developers πŸ’» and builders πŸ–±οΈcan focus on development tasks πŸ“. This feature can be useful πŸ’‘ for streamlining the change and release management process πŸš€ and helping teams work more efficiently πŸ’ͺ

10) DevelopementπŸ’»

<template>
<div lwc:ref="myDiv"></div>
</template>
export default class extends LightningElement {
renderedCallback() {
console.log(this.refs.myDiv);
}
}

In Lightning Web Components 🌩️, we will now be able to use refs πŸ“Œ to easily access DOM elements. Previously, developers could only use querySelector() πŸ”.

<!-- example.html -->
<template>
<template lwc:if={expression1}>
Statement 1
</template>
<template lwc:elseif={expression2}>
Statement 2
</template>
<template lwc:else>
Statement 3
</template>
</template>

New πŸ†• improved conditional directives (lwc:if , lwc:elseif, and lwc:else) that replace the legacy if:true and if:else directives βš’οΈ in Lightning Web Components 🌩️

List<Account> acc = [SELECT Id FROM Account WITH USER_MODE];
Account acc = new Account(Name='test');
insert as user acc;

The User Mode Database Operations feature πŸ†• is now GA πŸŽ‰, allowing developers to run database and search operations with the FLS and object permissions of the running user πŸ€“, rather than in the default system mode πŸ–₯️. This can enhance the security πŸ” of Apex code by respecting the accessπŸ“œ of the running user.

Integer delayInMinutes = 5;
ID jobID = System.enqueueJob(new MyQueueableClass(), delayInMinutes);

The System.enqueueJob method now includes an optional override πŸ†• that allows developers πŸ§‘β€πŸ’» to specify a delay πŸ•°οΈ (0–10 minutes) when adding queueable jobs πŸ’Ό to the asynchronous execution queue πŸ“₯. This can be useful for scheduling tasks πŸ“… to run at a later time πŸ•°οΈ.

%dw 2.0
input records application/csv
output application/apex
---
records map(record) -> {
FirstName: record.first_name,
LastName: record.last_name,
Email: record.email
} as Object {class: "Contact"}

DataWeave in Apex is currently in beta πŸ§ͺ, and it allows Apex developers πŸ’» to use the Mulesoft DataWeave library πŸ“š within the Apex runtime to transform data πŸ“Š into different formats πŸ“ƒ, which makes data transformation πŸ”€ easier and more efficient.

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benahm
KlintForce

Salesforce Technical Architect πŸ‘·β€β™‚οΈβš’οΈπŸ’»β˜οΈ