BrightGen Salesforce Summer '23 Release Webinar

Slide deck from BrightGen's webinar on the Summer '23 release of Salesforce. Covering new and retiring features, plus a few interesting betas and presented by Keir Bowden, CTO. You can find the recording at : https://youtu.be/ThiCyrKIWMU

Transcript

1. Summer 23 Highlights Keir Bowden, CTO @bob_buzzard www.linkedin.com/in/keirbowden
2. Agenda • Summer 23 Release o Fond Farewells o General o Analytics o Customization o Development o Experiences o Sales o Service o Beta • Q&A 31/05/2023 2
3. Fond Farewells 31/05/2023 3
4. Fond Farewells Feedback form in Salesforce help menu – Summer 23 Meeting Studio – August 1, 2023 Account features - Winter 24 • News • Automated Account Fields • Account Logos API 21.0-30.0 Rescheduled for Summer 25 Einstein Account and Opportunity Insights • 16 Aug 2023 • Focus on Pipeline Inspection and Einstein Relationship Insights 31/05/2023 4
5. Fond Farewells Salesforce for Outlook – June 2024 • Switch to Einstein Activity Capture/Outlook Integration Asynchronous SOQL • Use Bulk API or Batch Apex to query Big Objects • More information - sforce.co/3ouUAlS Mobile application < 230.000 • Android and iOS 31/05/2023 5
6. General 31/05/2023 6
7. Browser Support 31/05/2023 7 Edge Chromium Chrome Firefox Safari Lightning Experience (Desktop) Lightning Experience (iPadOS) Experience Builder Sites Classic Classic Console
8. MFA Automatically Enabled MFA Required for direct logins • Many orgs complete • Additional phases ongoing o Concluding Spring 24 (Feb 2024) Contractually required for Single Sign-On, but not checked 31/05/2023 8
9. Lightning Experience Performance Lightning Web Component enabled objects Render via LWC rather than Aura Record Home Pages • Approximately 80% of record home pages use LWC Related List View All 'Up to 40% improvement' - sforce.co/3Lhd6Wl 31/05/2023 9
10. Analytics 31/05/2023 10
11. Unified Analytics Home 31/05/2023 11
12. Post Lightning Dashboards to Slack 31/05/2023 12
13. Lightning Dashboards 31/05/2023 13
14. Customization 31/05/2023 14
15. Field Level Security in Permission Sets GA 31/05/2023 15
16. Dynamic Forms Field Alignment 31/05/2023 16
17. Lightning App Builder App Pages • Accordion component support • Tabs component support Label Changes • Page Creation Wizard – Completion button o Finish -> Done • Page Properties o Developer Name -> API Name 31/05/2023 17
18. Other Inactive Picklist Values Limited • Max 4,000 inactive values per unrestricted picklist • New fields only – existing unaffected • Contact Salesforce support to alter Edit Salutation picklist values in Lightning Experience • Previously had to switch to Classic New orgs have Mx Salutation picklist value • Manually add to existing orgs 31/05/2023 18
19. Other Clone Lightning App • Configure details, options, utility bar, navigation etc • Quick Save – use clone as-is • Custom Lightning Apps only CASESAFEID function change for Lightning Experience • If passed invalid 15 char ID, returns that value • Previously converted to invalid 18 character ID • Parity with Classic 31/05/2023 19
20. Development 31/05/2023 20
21. Lightning Web Security Generally Available for Aura components • Lightning Experience • Experience Cloud sites • Setup -> Session Settings -> Lightning Web Security • No auto-enabling in existing orgs TEST IN SANDBOX 31/05/2023 21
22. Light DOM Generally Available AKA DOM! Attaches directly to host element • Not encapsulated in shadow DOM • Accessible to other elements • Accepts global styling Light DOM LWC can contain Shadow DOM LWC (and vice-versa) Not available for base (lightning- namespace) components 31/05/2023 22
23. Light DOM Generally Available Enable via JavaScript import { LightningElement } from 'lwc'; export default class LightDomApp extends LightningElement { static renderMode = 'light'; // the default is 'shadow' } Enable via HTML <template lwc:render-mode='light'> <my-header> <p>Hello World</p> </my-header> </template> 31/05/2023 23
24. Lightning Components RefreshView API Generally Available • Refresh component data in LWC and Aura • No page reload required • Specific hierarchy of objects (aka 'view') • Salesforce platform containers, custom LWC/Aura components • Triggered by end user or component Assign CSS Stylesheets to a sub-component • super.stylesheets property 31/05/2023 24
25. Lightning Components Scoped Slots • Child components pass data to parent • Separate data generation from presentation • Light DOM only • More information - bobbuzz.me.uk/ScopedSlots Validate offline Lightning Web Components Offline Test Harness • Test/debug offline LWC 31/05/2023 25
26. Apex Access labels dynamically • Previously required API name at compile time Set type implements Iterable interface User Mode DML Operation errors • Now throw DMLException • Previously generated incorrect SecurityException • Versioned – needs API 58+ (Summer 23) Platform Events Publish Callback • Take action on final Publish result 31/05/2023 26
27. Packaging Transfer 2nd generation package to different Dev Hub • Log a case with Salesforce support • They perform the transfer Package upgrade performance improvement • Unchanged elements are not deployed • Optimised Apex unit test execution 31/05/2023 27
28. Flow Builder HTTP Callouts GA (GET) • Access external data from flow • Configure with clicks, not JSON Send Email • Log email to record's Activity Timeline • Supports Classic/Lightning Email Templates – impacts limits Get Records • Access Data Cloud mapped objects • Read Only 31/05/2023 28
29. Flow Builder Data Table • Search and filter results • Check 'Show Search Bar' option Field visibility errors stop flow • Previously ignored See more in Flow Builder Canvas • Compact Layout • Smaller Add Element button 31/05/2023 29
30. Flow + Process Builder New process creation blocked • Can still (De)activate and edit existing processes Migrate to Flow tool • Supports processes with scheduled actions Delete flows from 2GP Flow permissions consolidated in App Permissions • Previously striped across System Permissions 31/05/2023 30
31. Flow Orchestration Refreshed record variables when paused Orchestration resumes • Requires API 58+ (Summer 23) • Except $Record_Prior Control context of autolaunched Orchestration • Choose system or user • Requires API 58+ (Summer 23) • Record-triggered always launches in system context Custom log entries • Comments output text variable See Orchestration Work Items in Todo List 31/05/2023 31
32. Scale Center Near real-time access to performance metrics Contact Account Executive for access Enable via Setup -> Scale Center More information (video) - sforce.co/429zQOg 31/05/2023 32
33. Scale Center 31/05/2023 33
34. Experiences 31/05/2023 34
35. Sites Search for CRM records in LWR sites • Filter and sort results Improved HEAD markup tags for redirect (Aura and LWC) • Manual <a> links or <meta> refresh tags Einstein Lead and Opportunity scoring for Partner Experiences Customise search component in Hero Banners • Aura sites only 31/05/2023 35
36. Components Lightning Web Runtime • Expression Based Visibility – component visibility rules • Tabs component – 5 vertical or horizontal tabs • List component – can use record list as source • Site Logo • Knowledge Article Component • Toast Notifications matching site theme 31/05/2023 36
37. Performance Improved component caching in Aura sites • Load/caching mechanism from Lightning Experience Portal role limit notifications • Email from Salesforce when 95% consumed Setup Audit Trail tracks more changes • (De)Activating Site • Changing welcome email preferences • Adding/removing member group 31/05/2023 37
38. Prepare for move to Salesforce Edge Network Improved download times Route requests to closest Salesforce Edge Network location All orgs automatically enrolled • Summer 23 – Winter 24 • Email notification 60-90 days in advance Knowledge Article : sforce.co/3MewIMj Same URLs for users 31/05/2023 38
39. Mobile App 31/05/2023 39
40. Mobile App Plus Generally Available Additional license (and cost) Offline Support • June 12th 2023 • Lightning Web Components Offline runtime • Code analysed to determine data required Record based • Update records in offline storage • Automatically synced when online • Not as flexible as custom native/hybrid application 31/05/2023 40
41. Mobile App Plus Generally Available Mobile Application Management • Configure security policies in Salesforce • Monitor user access for compliance auditing Branding • Name • Icon • Colours 31/05/2023 41
42. Mobile Other Mobile App Community License Retirement • Paused • Was Summer 23 • No date now Analytics collections on mobile app See recent changes in forecast categories Platform requirements • Android 9 or later • iOS 15 or later 31/05/2023 42
43. Sales 31/05/2023 43
44. Opportunity Product Splits 31/05/2023 44
45. Pipeline Inspection Now available in Enterprise Edition with Sales Cloud • No add-on license required • Automatically enabled in new orgs • Existing orgs – Setup -> Pipeline Inspection Setup Expanded filters • View other user's/team's pipelines • Requires View All permission on Opportunity Update more fields inline • Checkbox, Email, Phone, URL 31/05/2023 45
46. Collaborative Forecasting Built-in Charts • Ensure Historical Trending enabled • Set retention period to max 31/05/2023 46
47. Collaborative Forecasting 31/05/2023 47
48. Collaborative Forecasting 31/05/2023 48
49. Service 31/05/2023 49
50. Knowledge Can increase default limits • Knowledge Articles • Data Categories per Category Group • Contact Salesforce Next Review Date field Schedule article publish time • 15 minute slots • Approximate timing 31/05/2023 50
51. Cases Link Contacts to Cases in Email-to-Case • Find Contact for Associated Case from Email-to-Case flow template • Add to Actions & Recommendations component • Matches on email address Search type ahead includes email messages with matching subjects 31/05/2023 51
52. Beta 31/05/2023 52
53. Configure Search Objects by Profile Setup -> Einstein Search -> Search Manager 31/05/2023 53
54. Mass Quick Actions on Related Lists Create/Update Records 31/05/2023 54
55. Flow Reactive Components Components react to changes in other components • On the same screen! • Custom LWC and 'supported components' Opt-in • Setup -> Process Automation Settings -> Opt in to Reactive Screens Beta • API 57+ (Spring 23) Chatter group : sforce.co/3kpc5S4 More information : bobbuzz.me.uk/ReactiveFlowSP23 31/05/2023 55
56. Other Dynamic Form support for mobile HTTP Callouts in Flow (POST) Flow Dynamic Formulas Configure max depth of chained queueable jobs 31/05/2023 56
57. Release Readiness sforce.co/431F7J1 Trailhead badge : sforce.co/3BO4Xo7 Release Notes : sforce.co/3OzxSDL 31/05/2023 57
58. MarTech Connect: Bridging the Gap between IT and Marketing #MarTechConnect @BrightGen Audience: IT and Marketing leaders When: Thursday, 8th June, 9:30-11:00 am Where: Online What you’ll learn: o Steps to mature your MarTech strategy o How IT and Marketing can align to advance business goals REGISTER YOUR INTEREST or just
59. Questions?