Dreamforce ’23 is almost over, but yesterday was every admin’s favorite day – it was Admin Keynote day! The queue to attend the Admin Keynote in person started building at least an hour in advance and there wasn’t an empty seat in the room. Never fear, if you weren’t able to attend, you can catch up on Salesforce+.
In this post, I’ll dive into the announcements and features you need to know about from the Admin Keynote at Dreamforce ’23. Let’s go!
Resources for Admins
Last year saw the introduction of the Admin Skills Kit. This year Salesforce shared some updates on this useful resource including what’s coming in the future
- Admin Skills YouTube Series: The Admins Skills Kit is being turned into a YouTube series. Check out this episode on User Management, Communication, Change Management.
- Admin Skills Advisory Board: Salesforce are gathering direct feedback from admins to inform where they focus their efforts.
- Admin Enablement Kit: This kit will help you explain what you do to others and although it’s not available quite yet, it is coming soon!
Deliver the Future of Business
The Admin Keynote was split into three main themes:
- Automate Processes
- Build Solutions
- Supercharge Productivity
Let’s get into the nitty gritty and take a look at the key announcements and features.
First up, “Automate Processes” was unsurprisingly about Flow!
Reactive Screen Components in Flow are going to change the game and empower admins and developers to create some truly breathtaking experiences within Flow. In the example below, you can see the display field (a read-only URL component where the value is set to a formula) is being updated in real-time based on the slider.
HTTP Connector (GA)
Use the HTTP Connector to easily bring in third party data via integrations.
Transform is a new logic element for Flow that enables users to map data from a data source to a new target data location. You can modify the data you’re bringing in, for example change from numbers to strings, right from within Flow Builder
AI in Flow
Accelerate creation of your flows by entering your requirements using natural language in AI and watching as it creates the Flow for you.
The “Build Solutions” portion of the keynote was all about the ways admins can create integrations without code!
First up, we saw how Mulesoft Composer can help you easily set up integrations using clicks not code, while also taking advantage of the many preexisting connectors which reduces much of the initial set up effort.
Data Cloud-Triggered Flows
The next exciting announcement was Salesforce Data Cloud-Triggered Flows. Data Cloud-Triggered Flows launch when the Data Cloud data model object (DMO) or calculated insight object (CIO) conditions are met – in simpler terms, when either a change in a data point or a calculated metric fits the trigger criteria.
In the “Supercharge Productivity” portion of the keynote, the admin team discussed the many tools you can use to simplify your layouts, create an intuitive mobile experience, manage users, and utilize AI.
With Dynamic Forms you can:
- Place fields anywhere on the layout without needing to add them to the traditional page layout (“Details” component).
- Use visibility rules to make fields and components appear and disappear based on criteria you choose.
- Do away with multiple page layouts.
- Improve page load times.
As promised at Dreamforce ‘22, Salesforce has extended Dynamic Forms to support hundreds of standard objects! Specifically, support has been extended to the majority of LWC-enabled standard objects (Lighting Web Component enabled).
Dynamic Forms are not available on objects that do not support Lighting Web Components, including campaigns, tasks, and products. To ascertain if an object supports Dynamic Forms, edit the record page on the Lightning App Builder – if you see the “Fields” tab in the component panel, Dynamic Forms are available.
Dynamic Forms will also be generally available for mobile from the Winter ‘24 release. From the Salesforce Mobile App Setup, enable “Dynamic Forms on Mobile”.
Dynamic Actions will enable you to create uncluttered, intuitive, and responsive pages that display only the actions your users need to see based on 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.
There are plenty of updates to user management coming in the Winter ‘24 release, but one in particular is going to make the way you create and manage Permission Sets so much easier!
You’ll be able to see what’s enabled in a Permission Set by displaying all enabled objects, user, and field permissions on a single page. Simply select a Permission set and choose “View Summary (Beta)”.
Einstein Prompt Builder
Prompts are simply instructions for large language models (LLMs) – the more context you provide to a prompt, the better the generated output you’ll receive.
Prompt Builder will enable admins to create prompt templates, choose how they want to ‘ground’ the prompts in Salesforce data, and activate for users quickly and easily. In simpler terms: build, test, and deploy generative AI prompts for your users.
Well, that’s a wrap on the exciting admin updates and features you may have missed at Dreamforce ’23! What was your favorite? Were there any announcements you were hoping for that didn’t happen? Let us know in the comments!
Looking for more great Dreamforce ‘23 content? Check out the top announcements from the main keynote: