Spring ’23 Treasure Hunt: Preview Orgs Are Live!

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Spring ‘23 preview orgs are live, so it’s time for a preview party! The exciting period of time when changes are available in preview orgs (note that this link will not work until preview org sign-ups are live on December 16) is about to kick off – we will then be able to explore the new Salesforce release features before they’re pushed to Production. It’s the ideal time to learn how we can harness these new powers when they are released officially (full details here).

You will be able to access these features prior to December 15 if you have signed up for a preview org in the past, but if not, you’ll need to wait until then to sign up. This is a good reminder to save your preview org credentials so you can access future features sooner!

As usual, there should be a unique Trailhead Treasure Hunter badge up for grabs – earn this by posting about the treasures you discover (as a comment on this post in the Trailblazer Community with the hashtag #Spring23Treasure).

Alright, alright, alright… Even though we are only a few days in, I have already made Spring ’23 discoveries that are sure to blow your mind! Here are my personal favorites so far…

1. Migrate to Flow FINALLY Supports Process Builder

Finally! Processes can be migrated to Salesforce Flow with just a few clicks. Come February 2023, the Migrate to Flow tool that you’ve been using to switch Workflow Rules to Salesforce Flow will allow you to do the same with Processes. From the Setup menu, search “Migrate to Flow”, and select the Processes you wish to migrate within the main page.

This follows Salesforce’s timeline for the retirement of Workflow Rules and Processes, and is a major nail in the coffin for Process Builder.

I have included a copy of Salesforce’s Retirement Timeline for Workflow Rules and Processes for your reference. As an alternative to using this tool, you may want to consider another method for moving to Salesforce Flow: the Rebuild and Enhance method. I’ve written about this in the past, which you can read about in more detail below:

2. Bring Flows to Life with Reactive Screen Components

Long have we waited for the ability for Flow Screens to update based on actions from related components, but the wait is finally over. With Winter ‘23, you can now have different Flow Components talk to one another and pass information between each other without having to click “Next” and have a whole new page rendered.

This is something you will need to opt in for, as it is still in beta. This checkbox can be found in Process Automation Settings in the Setup menu.

An example of where this may be beneficial can be found over on the UnofficialSF blog, written by Adam White. This demonstration shows a custom Data Table component being updated in real time by the value in an Input Text field. Huge thank you to Adam and the UnofficialSF team for this demonstration!

3. New Salesforce Mobile App Setup Page

I’m a simple man with simple desires; I love a simple user interface – one that is clean and clutter-free. Salesforce is proving that they know the way to my heart, as can be seen with the new-and-improved Salesforce Mobile App page in Setup (replacing the New Salesforce Mobile App Quickstart page – what a mouthful!).

The page features a simplified list of items to toggle on or off to your heart’s desire, followed by the “Enable your Customizations for Mobile” section that existed prior.

4. No More “Iteration Limited Exceeded” Errors for Salesforce Flow

Fewer errors? Sounds good to me! Previously when you created a flow with a loop that caused 2,000 Flow elements to be triggered, you would be presented with an error message that announced “ITERATION_LIMIT_EXCEEDED”. You may not have run into any governor limits (number of DML Statements, number of SOQL queries, etc.), but you still caused 2,000 individual Flow elements to be loaded in a single transaction. Irritating!

For Spring ‘23, this limitation and the consequential error have been removed. This is due to enhancements to Salesforce’s governor limits over time that protects their resources in a similar fashion. Now you’ll have a lot more freedom and flexibility when it comes to building out your flows.

5. More Responsive Lightning App Builder

A minor upgrade for a niche audience never hurts! This is one I’ve only discovered as I’m currently working remotely from my MacBook Pro, rather than docked at my desk. When I went to create a new Lightning page in the Lightning App Builder, I noticed that the popup modal was far more responsive than before!

See below two screenshots: the Spring ‘23 page followed by the Winter ‘23 page. The graphic designer in me was stoked to see Salesforce’s attention to detail here (as well as a “Next” button where there previously was none). And the accessibility designer in me was happy to know that those with smaller screens will be provided with a great admin experience.

6. Add Lookup Fields to Screen Flow

You can add existing Standard and Custom Lookup Fields to your screen flows with just a few clicks. Rather than having to combine the Object Fields feature with a new Custom Lookup Screen Component, Salesforce will allow you to drag and drop existing Lookup Fields directly from your Objects. I know I’ve wished for this feature for a long time, so I’m ecstatic that it’s finally being implemented.

7. See Element Descriptions on Flow Canvas

All flows should be documented, but I believe that in the majority of cases this can be done simply by providing guidance in the Description field of your Flow elements. Now, in Spring ‘23, you’ll be able to hover over the Description icon to see the value of the Element’s Description field.

I must admit, I’m really enjoying the visual changes to Salesforce this release. The user interface is becoming less cluttered and design choices are very deliberate, leading to a great experience for end users. Great work, Salesforce!

8. New Flow Orchestrator Option

Speaking of changes to user interfaces, we have a new Flow type! Well, not really a new type, but it is certainly more easily accessible than before. When you create a new flow in Spring ‘23, you’ll see the option to create a new Record-Triggered Flow Orchestration. This used to be hidden away in the “All + Templates” section, but given that Flow Orchestrator is reaching maturity, it makes sense to expose it to more admins/developers to try and help them gain value from it.

BONUS: Changes to Add Element Menu in Salesforce Flow

Ah, more gorgeous minimalist design enhancements! The lengthy Descriptions that are only really useful the first few times you use a Flow element are now hidden, and can be exposed by hovering over the information icon.

Additionally, the Logic Elements are using a new, darker orange. I’m not sure of the reasoning behind this change, but it’s interesting to note.

Summary

There you have it! These are my favorite features (uncovered so far!), including a few that I’ve read about but not yet been lucky enough to get my hands on. As usual, there are a handful of larger upgrades and a plethora of smaller ones that are going to make for an even more polished experience for admins, developers (both declarative and programmatic), and end users alike.

It’ll be exciting to see some of the more hidden features come to light when the Salesforce Release Notes are released on December 21, 2022.

Don’t forget to sign up to a pre-release org to see what you can find – remember that the link will not work until preview org sign-ups are live from December 15, 2022.

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