Dreamforce ’22, and especially the Admin Keynote, were awash with new ways for administrators to optimize the Salesforce platform. This keynote was broken down into four areas: Deliver Success, Engage Stakeholders, Automate Solutions, and Build Success.
In this post, we’ll dive into the announcements and features you may have missed at Dreamforce ’22, and how you can start applying them right now.
Deliver Success with Admin Skills
New features and enhancements are exciting, right? That said, they can also be overwhelming and place additional burden on already stretched and frazzled admins. The first part of the Admin Keynote was called “Deliver Success” and focused on the ways Salesforce is supporting us as we adapt and skill up.
A true #AwesomeAdmin is committed to professional development and prioritizes learning. But with so much information out there, how can you quickly (and strategically) find what you need?
Earlier this year, Salesforce introduced the Admin Skills Kit, detailing the 14 key skills needed to be a superstar Salesforce Admin. The Skills Kit means that employers and admins now share a common language, as well as a better understanding of the role.
The Salesforce Admin Skills Kit should be used by:
- Job seekers: Use the Skills Kit to create an amazing resume that will help you stand out and address common business needs
- Employers: The Skills Kit can be used to create job descriptions or to plan interview questions
- Salesforce Admins: The Skills Kit can be used to help you prepare for performance reviews or to showcase the multitude of ways you are adding value to a business
Following the success of the Admin Skills Kit, Salesforce are introducing further resources:
- Admin Skills YouTube series
- Admin Skills Advisory Board
- Admin Enablement Kit
Engage Stakeholders with Intelligent Pages
Next up, the focus is on how admins can engage stakeholders using out of the box Salesforce features including Dynamic Forms, Dynamic Actions, Dynamic Related Lists, new user permission features, and more…
There is a real drive for adopting a “designer’s mindset” when building on Salesforce to create user centric pages. Let’s take a look at some of the ways we can do this.
The premise of Dynamic Forms is to create user-centric, intuitive page layouts that display the right information at the right time. Over time, the page layout or “Details” section in Lightning pages, can become congested with fields. These fields may well be necessary, but not all the time or to all users. The closest resolution we’ve had is to create multiple page layouts and different profiles, which is labor and config intensive.
Well, no more! With Dynamic Forms you can:
- Place fields anywhere on the layout without needing to add them to the traditional page layout (“Details” tab)
- Use visibility rules to make fields and components appear and disappear based on the criteria you choose
- Do away with multiple page layouts
- Improve page load times
Whilst Dynamic Forms has been around for custom objects for a while, it’s finally coming to standard objects, starting in Winter ’23.
- Winter ’23: Account, Contact, Opportunity
- Spring ’23: Lead, Mobile Pilot
- Summer ’23: Case, Mobile GA
During the Admin Keynote, Salesforce announced that they plan to have 600 standard objects supported by Dynamic Forms and Dynamic Related Lists by this time next year!
Dynamic Related Lists
Dynamic Related Lists were released in Summer ‘22 and you can expect even more enhancements for this feature soon, including the missing “View All” option.
Salesforce Dynamic Related Lists enable you to create filtered related lists, plus configure what fields are displayed in what order, and customize what actions are available.
Dynamic Actions empower you to create uncluttered, intuitive, and responsive pages that display only the actions your users need to see based on the criteria you specify.
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.
Clone a Lightning App
A nifty little timesaver coming in the Winter ‘23 release! You will be able to clone a Lightning App instead of having to build it from scratch.
Custom Address Field
A custom address field that functions in the same fashion as the standard address field has been a much-needed feature for years! This great new feature was released in Beta in Summer ‘22 and is Generally Available in Winter ‘23.
Field Access via Permission Sets
Did you know there are 861 user permissions (app and system permissions) available to admins today?
We are about to enter a new age of User Management when it comes to permissions! Over the next few years, you can expect to see permissions retired from Profiles, moving solely to Permission Sets instead. Permissions are likely to become more granular, with better control over permissions such as “View All” and “Modify All”. Warning: this is all very forward looking, and nothing is guaranteed…
One area worth noting, is the ability to set Field-Level Security at Permission Set level during field creation, which is new from Winter ‘23.
User Access and Permissions Assistant
Permissions Helper has been renamed as User Access and Permissions Assistant. This app was created by Salesforce and is available on the AppExchange. The app is designed to help you analyze and report on permission assignments, as well as provide an easy wizard to help manage permissions.
Salesforce Labs App “Time Warp”
During the keynote, the “Time Warp” component from Salesforce Labs was shown – a cool app that enables visualization of the activity timeline in a more engaging and compelling way.
Last but not least, the keynote touched on mobile, and in particular, offline access. Briefcase Builder is a better way to make specific records and data available to users offline.
Automate Solutions with Flow Enhancements, DevOps Center, and Genie
Automation is the name of the game and one of the hottest topics in the Salesforce ecosystem. It’s no wonder then that the next part of the Admin Keynote focused on the amazing admin automation toolbox.
The keynote covered many of the latest Flow enhancements including Dynamic Forms for Flow, Record Types for Flow, Formula Builder, Cut and Paste, and more…
Check out our “10 New Salesforce Flow Features in Winter ‘23” for everything you need to know.
Change Sets are so yesterday…
According to Salesforce, DevOps Center is the future. DevOps Center is the place to manage releases and to give low-code and pro-code development team members a single set of configuration and code to work with. It will support tracking and deploying changes with ‘clicks, not code’, while bringing closer collaboration.
Salesforce DevOps Center is currently in Beta.
Salesforce Genie, declared the greatest Salesforce innovation in the company’s history, paves the way for highly personalized customer experiences, delivered in “real-time”. Genie ingests and stores real-time data streams on a massive scale and combines it with Salesforce data.
Why Genie? To deliver magical customer experiences – in real-time.
- “Real-time” means that there’s minimal delay in executing a customer’s need (before they realize they even have a need). Milliseconds matter!
- Connecting the digital and physical worlds: Garnering insights from signals on websites, advert interactions, IoT (physical devices connected to the internet) – the list goes on. We’ll cover an IoT example that real organizations are using later
- As Salesforce Genie spans the whole Salesforce platform (Customer 360), data is collated from all data sources your organization has and can be used to drive any action, interaction, or insight across sales, service, marketing, commerce, MuleSoft, Tableau, and more
Build Success with Slack
The Admin Keynote wrapped up with a plethora of new Slack features:
- Approve Records from Slack: You can really sense the move to “Slack first” with this feature, which brings Salesforce to the people (who are apparently in Slack – in case you were wondering!). With this feature, users can approve records directly in Slack without the need to open Salesforce
- Flow in Slack: Slack Actions enable you to do things such as invite users to a Slack channel automatically, post updates to a Slack channel, and even add a Flow Screen to Slack
- Slack Huddles: Users can jump into quick conversations – an audio call from any channel or DM – getting things resolved and avoiding the hassle of scheduling meetings. In fact, the median huddle length is 10 minutes – think how many 30-minute meetings that’s rescued people from!
Well, that’s a wrap on the exciting admin updates and features you may have missed at Dreamforce ’22! What was your favorite? Were there any announcements you were hoping for that didn’t happen? Let us know in the comments!
All images have been taken from the Dreamforce ’22 Admin Keynote.