The Salesforce Spring ‘23 release is just around the corner and the release notes have arrived as an early festive gift. This release is packed with plenty of great new features and – spoiler alert – some features expected in Summer ‘23 have actually been released early!
You can find everything you need to know about how to prepare and when your instance will get upgraded here. For now, let’s dive into the hottest declarative features of the Salesforce Spring ‘23 release.
1. Migrate to Flow for Process Builder
The updated Migrate to Flow tool will support the migration of Process Builder. Previously only available to migrate Workflow Rules, you can now use the tool to convert Process Builder processes to Flows.
2. Dynamic Forms for Leads AND Cases
The Salesforce Dynamic Forms team deserves a big round of applause! We weren’t expecting Dynamic Forms for Cases until Summer ‘23, but they’ve gone above and beyond to release Dynamic Forms for Leads AND Cases in Spring ‘23.
If you haven’t yet started using Dynamic Forms, check out our complete guide and tutorial below.
3. View All for Dynamic Related Lists
Dynamic Related Lists were an amazing new feature in 2022, but unfortunately, a critical piece of functionality was missing – the ability to “View All” records in a related list.
From Spring ‘23, Dynamic Related Lists will include a “View All” link so that users can navigate to see the full list of related records.
4. Dynamic Actions for Standard Objects (Generally Available)
Previously only available for Account, Case, Contact, Lead, and Opportunity for desktop, Dynamic Actions are available for all standard objects.
Instead of scanning an endless list of actions, your users will be presented with a simple choice relevant to their role, profile, or when a record meets certain criteria.
Check out our tutorial to get started.
5. Reports and Dashboards
There are far too many truly exciting updates to tell you about to limit this section to one or two. Strap in for a bumper section on reports and dashboards!
Create Personalized Report Filters
Think of this new capability as a bit like creating a Dynamic Dashboard where the dashboard is set to view as the logged-in user, thereby giving every user who looks at it their own personalized view.
You can now create a dynamic report filter based on the viewing user so that they view records pertinent to them. For example, instead of creating multiple reports that are filtered by specific Opportunity Owners, you can use a relative value to filter by Opportunity Owner equals $USER (the current user viewing the report).
Subscribe to More Reports and Dashboards
Users in Unlimited Edition orgs can now subscribe to up to 15 reports and 15 dashboards. Previously, they could subscribe to seven reports and seven dashboards.
Stay Informed on Dashboard and Report Subscriptions
You can now create a custom report type to see which reports, dashboards, or other analytic assets users are subscribed to.
Stay Organized by Adding Reports and Dashboards to Collections
You can now use collections to group and organize reports and dashboards, even if they exist in separate folders, for easier navigation. You can then pin collections to your homepage and share them with others.
Focus Your View with More Dashboard Filters (Beta)
Dashboard filters have been increased from three to five in Unlimited Edition. This is currently in beta.
6. Build Custom Forecast Pages with the Lightning App Builder
An often underutilized feature, forecasting in Sales Cloud has seen plenty of fantastic updates over the last few releases. Spring ‘23 is no different, and sees the ability to design and build custom forecast pages using the Lightning App Builder.
Your pages can include standard and custom components, and you can create and assign different layouts for different users.
7. Import Contacts and Leads with a Guided Experience
Switching on the “Basic Data Import” in Salesforce Setup will enable a new feature for users of Sales Cloud, providing a guided wizard to import Leads or Contacts.
The new wizard provides a simple interface that walks them through the steps to import a CSV file. Users will require import permissions for Contacts or Leads to use this feature.
8. Collaborate on Complex Deals with Opportunity Product Splits (Pilot)
In complex businesses, there is often no single person responsible for the success of a deal. Frequently, it will be a team effort or perhaps a case of cross-selling across departments. “Splits” allow you to track and share credit across multiple team members. Previously, splits were done at Opportunity level. From the Spring ‘23 release, the ability to do splits at the Product level will be in pilot.
Interested in learning more about splits? Check out the following resources:
9. Track Field History for Activities
You can now track up to six fields for Tasks and Events when you turn on field history tracking for Activities.
10. Picklist Updates
Picklist fields saw a lot of love in 2022, with multiple new features being released in beta. These features will be generally available in Spring ‘23:
- Clean Up Inactive Picklist Values
- Bulk Manage Picklist Values
- Limit the Number of Inactive Picklist Values (Release Update)
There are also two new standard picklist fields available on Leads, Contacts, and Person Accounts. Gender Identity and Pronouns are now included as optional fields.
For a complete breakdown of what’s new for Salesforce picklists, check out Andreea’s deep dive.
Summary
That’s it for the lowdown of the hottest Salesforce Spring ‘23 release features. What other new features have you spotted? Let us know in the comments!
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