Stephen Stanley's very popular presentation of the latest Salesforce release - Spring 23. Includes all his personal favourites. Presented to the Salesforce Wellington Trailblazer community group virtual meeting February 22, 2023

1. Spring ’23 Release
Overview
Stephen Stanley
https://www.linkedin.com/in/stephenstanley/

2. Stephen Stanley
Regional Success Architect
Salesforce.org
Still focused on helping Salesforce
customers get the most out of their
Salesforce investment, but with an
emphasis on helping them become
self-sufficient
email: the.good.cloud.team@gmail.com
Yes, I’m the guy with every Trailhead module, project & superbadge (and 25 Salesforce certs)

3. This presentation contains forward-looking statements about the Company’s financial and operating results, which may include expected GAAP and non-GAAP financial and
other operating and non-operating results, including revenue, net income, earnings per share, operating cash flow growth, operating margin improvement, expected revenue
growth, expected current remaining performance obligation growth, expected tax rates, stock-based compensation expenses, amortization of purchased intangibles, shares
outstanding, market growth, environmental, social and governance goals, expected capital allocation, including mergers and acquisitions, capital expenditures and other
investments, expectations regarding closing contemplated acquisitions and contributions from acquired companies. The achievement or success of the matters covered by such
forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the
Company’s results could differ materially from the results expressed or implied by the forward-looking statements it makes. The risks and uncertainties referred to above include
those factors discussed in Salesforce’s reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: risks associated with our
ability to successfully integrate Slack Technologies, Inc.’s operations; our ability to realize the anticipated benefits of the Slack Technologies, Inc. transaction; the impact of Slack
Technologies, Inc.’s business model on our ability to forecast revenue results; disruption from the transaction making it more difficult to maintain business and operational
relationships; the impact of, and actions we may take in response to, the COVID-19 pandemic, related public health measures and resulting economic downturn and market
volatility; our ability to maintain service performance and security levels meeting the expectations of our customers, and the resources and costs required to avoid unanticipated
downtime and prevent, detect and remediate performance degradation and security breaches;
our ability to secure and costs related to data center capacity and other infrastructure provided by third parties; our reliance on third-party hardware, software and platform
providers; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the
Internet, and those addressing data privacy; current and potential litigation involving us or our industry, including litigation involving acquired entities such
as Tableau; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features,
including any efforts to expand our services beyond the CRM market; the success of our strategy of acquiring or making investments in complementary businesses and strategic
partnerships; our ability to compete in the market in which we participate; the success of our business strategy and our plan to build our
business; our ability to execute our business plans; our ability to continue to grow unearned revenue and remaining performance obligation; the pace of change and innovation
in enterprise cloud computing services; the seasonal nature of our sales cycles; our ability to limit customer attrition and costs related to those efforts; the success of our
international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations; our dependency on
the development and maintenance of the infrastructure of the Internet; our real estate and office facilities strategy and related costs and uncertainties; fluctuations in, and our
ability to predict, our operating results and cash flows; the variability in our results arising from the accounting for term license revenue products; the performance and fair value
of our investments in complementary businesses through our strategic investment portfolio; our ability to protect our intellectual property rights; our ability to develop our
brands; the valuation of our deferred tax assets and the release of related valuation allowances; uncertainties regarding our tax obligations in connection with potential
jurisdictional transfers of intellectual property; uncertainties regarding the effect of general economic conditions; and risks related to our debt and lease obligations.
Forward-Looking Statements
031621

4. Completed via the MFA Auto-Enablement Release
Update
Turns on the “Require multi-factor authentication
(MFA) for all direct UI logins to your Salesforce” org
setting
Completed via a future
Release Update
September 2023 (Est)
All Salesforce customers
must use MFA to access
Salesforce products
Effective as of February 1, 2022
Phase 1: Spring ‘23 Release
(January-February 2023)
Phase 2: Summer ‘23 Release
(Est)
(May-June 2023)
MFA Auto-Enablement
Contractual
Requirement
MFA Enforcement
Today
Auto-Enabling and Enforcing MFA
MFA is required and enforcement is coming!
Some user types that are exempt from
the MFA requirement must be manually
excluded from auto-enablement and
enforcement.
Use the MFA Enforcement
Roadmap at
https://sfdc.co/mfa-roadmap
to track auto-enablement
and enforcement dates for all
Salesforce products.

5. What to Expect:
Using SSO? Salesforce won’t take action to enable MFA for your SSO
identity provider. But the contractual requirement applies to Salesforce
access via SSO.
MFA Auto-Enablement & Enforcement
MFA Auto-Enablement
● Salesforce turns on MFA on a customer’s behalf
● Users must use MFA to log in (after a 30 day
grace period)
● Login process prompts users to register for MFA
● Users already using MFA aren’t affected
● Admins can disable MFA if they’re not ready for
it
MFA Enforcement
● MFA is a permanent part of the login
experience; users must verify their identity
each time they log in
● Non-MFA users are auto-enabled for direct
logins
● Users already using MFA aren’t affected
● Customer admins and users can’t disable MFA

6. Search Manager
Configure Searchable Fields for Each User Profile
(Beta)
Help your team get results related to their work by
configuring all your searchable fields for each user
profile. In Search Manager, you can now edit the
fields to make them searchable or not searchable for
each user profile.
Quickly Configure Searchable Picklists (Beta)
Skip the additional workflows. You can now select a
picklist field to be searchable in Search Manager.
Picklist offers a selection of options available for a
specific field in a Salesforce object, such as a list of
regions, so that users get the most relevant results.
Configure searchable fields, including
Picklists

7. Report & Dashboard Subscriptions
Customers can now subscribe to 15 lightning
reports. The previous limit was 7 reports and 7
dashboards.
Unlimited Edition (UE) customers automatically
get this limit increase. Non UE customers need to
submit a support request in order to increase
their limits
Admins will also now have the ability to report on
subscriptions and see the list of which user
subscribed to which report.
Subscribe to More Reports and Dashboards
UE (others by request)

8. Reference current user in Reports
Set up a single dynamic report filter that
displays personalized results for each user. The
current user can now be referenced in a report
as a search criteria.
This is useful for objects where you don’t have
a “My” filter or when, for example, you have
multiple people working on an opportunity but
who aren’t the opportunity owner.
Now, instead, of creating separate reports for
each team, you could have a single “template”
report where, for example, you have a filter of
“presales.engineer” = $user.ID
Create Personalized Report Filters

9. Report Builder
With Inline Editing disabled by default,
your reports will load quicker. A user
can turn inline editing on, by clicking
on the button.
The Lightning Report Builder now has
all the features of Salesforce Classic, so
you don’t need to go back to Classic to
access certain features. To “help you
remember”, we also removed the Edit
in Classic button from the Row Level
Actions menu on the Lightning Reports
page.
Performance boost for reports

10. Enhanced Lightning Dashboards (Beta)
Top level filters on Lightning
dashboards have increased from
3 to 5.
New filters and widgets are
available for Unlimited Edition
only. Contact Support to enable
the Beta.
Add images to your Lightning
Dashboards to to add logos,
banners to customise your
dashboards.
Max 2 MB image can be
uploaded
Users can enhance the
readability of Lightning
dashboards by adding notes,
commentary, headlines, sections
etc.
Max 500 characters can be used
in the text widget.
Improved Filtering Image Widget Rich Text Widget
Unlimited Edition
only

11. Enhanced Lightning Reports
Enhanced Reports are available the week of February 13, 2023. Enabled by default for all orgs
A new, native reports interface
tailored for phone and tablet will
be auto-enabled for all
customers.
Built natively for mobile, resulting
in to up to 6x faster load time
Interactive experience with faster
sorting and manipulation.
Support for Charts, Viewing &
Editing Filters, Conditional
Formatting, & much more!
Natively Rendered Summary & Tabular Reports

12. Dynamic Forms for Leads & Cases
Quickly customize pages
Customize field layouts from directly within Lightning
App Builder, rather than having to go to the Page
Layout Editor in the Setup menu. Drag and drop
individual fields into field sections.
Create personalized experiences
Conditional visibility rules allow for more control of
when certain fields and field sections are displayed.
Field settings can denote whether a field is read-only
or required.
Improve page performance
Progressive page rendering means improved page
load times.
Granular control over user experiences on
the Lead and Case Object

13. Dynamic Related Lists
Now, the ‘View All’ link will appear on the
Dynamic Related List component, allowing
users to open a page that displays all the
records (up to 2000) that match the Dynamic
Related List filter criteria.
See the right information at the right time - for
example, show me only open opportunities on
an account - and allow me to filter and sort
too.
The quick filter panel has two sections: one
that shows how the admin has filtered the
related list and a section that allows the user
to create their own filters for their session.
“View All”

14. Dynamic Actions for All
Standard Objects
*Note: The Chatter Group object will still use the actions defined in the Group Page layout.
Save time by managing actions in just one
place!
Build and configure dynamic actions for all
Custom and Standard Entities* in the Lightning
App Builder.
Previously, dynamic actions were generally
available only for Account, Case, Contact, Lead,
and Opportunity for desktop.
Control Actions on Records
Now your users will see only the actions they need
to see based on criteria you specify.
For example, configure Actions which only show
for end users on desktop when certain criteria are
met - for example, Create Task only shows when a
certain field has a value to trigger it.

15. Dynamic Forms on Mobile (Pilot)
Read the FAQ - https://mobilebeta.salesforce.com/Dynamic-Forms-Pilot-FAQ
This release will be a pilot release in customer
sandboxes for custom objects, Accounts,
Opportunities, and Contacts. Future plans are
subject to change at any time, but a public beta
of Dynamic Forms on Mobile is planned for the
Summer ’23 release.
Save time!
Single record activation for field-level and
component-level visibility for desktop, phone,
and tablet.
Reduce mental overhead for mobile workers
Remove unnecessary fields and use visibility
rules so your reps only see what they need to
see and can concentrate on what they do best.
In this example, mobile users won’t see the
System Information field.
Sandbox Pilot: sign up at sfdc.co/df-on-mobile

16. Enhanced Contacts (Beta)
(Admin has to enable this in setup and users have to opt in next time they launch the Salesforce mobile app)
Enhanced contacts allows you to take your
contact management to the next level.
● New, native contact home with recent
contacts and lists at a glance
● Searchable contacts from home and from
within lists
● New Swipe actions for calling and emailing
● Bulk import and export support
● Compact and customizable contact detail
views to show only relevant fields.
Opt-in beta from SF Setup, End Users can
toggle feature on or off as they prefer.

17. Mobile Features Panel
Admins can now opt-in to newer mobile
features with a simple click of a button.
With items like Reports and Contacts, the Mobile
app behaves differently to the web-based desktop
version, so we allow admins to turn these things off if
they want the more basic version of the UI.
You can expect more features to be available here in
future releases as well.
Landscape Support for Phones (Beta)
Now you can opt-in to a beta feature that allows you
to use your phone in landscape orientation.
It isn’t recommended for production use as there are
numerous usability issues to address.
Rotation continues to be supported on tablets.
Simplified Features opt-in

18. Bulk Manage Picklist Values
Perform Mass Operations
Delete, activate, deactivate, or replace
multiple custom picklist field values at
once. For example, easily remove all
inactive picklist values which were
imported by mistake.
Catch Duplicate Values at Insert
Easily identify which values are duplicates
when inserting new values to a picklist so
you can remove those values. When
adding new values to a picklist, if that
value already exists, the UI error will tell
me which one is the dupe so you can
remove it.
Increase Admin Productivity
With the Spring ’23 release both Custom Picklists and Custom Multi-Select
Picklists are supported, we are aiming to extend support to Standard
Customizable Picklists, Global Value Sets in Summer ’23.

19. Manage changes and deployments
using clicks and modern best practices
Manage work and track associated
changes across lifecycle via Work Items
Identify changes as they’re made in
development environment through
automatic change tracking
Manage changes in a centralized source of
truth via seamless integration with source
control
Migrate changes from Dev > Test > Prod
using simple clicks in a configurable
graphical pipeline
DevOps Center

20. (Originally named Salesforce CLI Scanner)
V2.0 supports
● PMD (APEX & VisualForce)
● ESlint (Javascript/ LWC)
V3.0 adds
● RetireJS (detects dependencies with
known vulnerabilities)
● Copy/Paste detector
Use Data Flow Analysis which analyses the
entire code base at once, not single files
Salesforce Graph Engine introduced
● Detects missed CRUD/FLS checks
● Reduces false positives
Salesforce Code Analyzer V3.0

21. Sharing
Now, when looking at a specific user’s
access, we provide more details,
specifically the sharing rule names and
whether a restriction rule blocked access,
to save you time!
Sharing rule recalculation can take a lot
of time particularly if you’re changing
ownership of many accounts.
We now have a better way to no longer
share "child implicit" shares for Cases.
Customers can enable this beta feature
in sandbox and production starting in
Spring '23 for Cases. We plan to extend
this to Contact and Opportunity in
Summer '23.
Contact us for enablement.
Sharing Hierarchy
Faster Account Sharing Rule Calculation
(Beta)

22. Set Field Level Security for Permission
Sets During Field Creation (Beta)
Easily use permission sets over
profiles by turning on a user
management setting.
Now when an admin creates a
field, edits a field, or uses the
Set FLS button on a field, they
will see permission sets instead
of profiles.

23. User Access Policies
Migrate your users easily from profiles to
permission sets and permission set groups.
● Declaratively set criteria to add & remove access
● Easily Automate User Setup & User Access
Changes
An Admin can have as many User Access
Policies as they want for migration use cases.
However for automating user setup we are
limiting it to 20 Active User Access Policy for this
release and we will expand on that for the next
release.
(Closed Beta) EE/UE customers
Sign-Up: https://sfdc.co/UserAccessPoliciesClosedBeta

24. Activities Field History Tracking
See a list of changes to events and tasks
when you turn on field history tracking.
Track up to six fields - standard and
custom - so that sales reps can see
what’s changed in the Related tab for
events and tasks.
Audit Changes to Events & Tasks

25. Dynamic Activity Composer
New button-menu design organizes
action types by email, call, task, and
event.
Along with the newer look and feel,
we have added more actions to the
composer and grouped them by
action type, so you can select from
multiple email addresses, and change
your email settings from a single
place.
The admin determines whether users
see the tabbed activity composer or
the dynamic activity composer on a
page.
Boost Rep Productivity

26. Customizable Forecast page
Give your sales users all the
information they need to make
informed decisions without leaving
the forecasting page.
● Drag and drop standard
components onto the Forecast
page, e.g. embed reports
directly into the forecast page.
● Add custom-built components
and external data to guide your
forecast.
● Activate either at an org or user
or profile level
Tailor forecasting process to your business

27. Forecast on Custom Date
Improve your forecast accuracy
by forecasting on dates that
matter to you, e.g., if you get paid
when an item ships or is
delivered.
Previously, based on the forecast
type, sales leaders could forecast
only by Close Date, Product Date,
or Schedule Date.
More Flexibility for Tracking Forecasts

28. Opportunity Product Splits (Pilot)
With Opportunity Splits it's possible to
split credit for one opportunity across
multiple people. Now you can also
define those splits by individual
Opportunity Line Items.
This avoids having to break a single
deal up into multiple opportunities to
accomplish this and the ensuing
challenges to then forecasting
accurately and working as a team to
close the deal.
Make Opportunity Splits work for your business

29. Flow

30. Migrate to Flow
You can now use the Migrate to Flow tool to migrate
your Process Builder processes with just a few clicks!
Process Builder migration includes an additional step
to help customers refactor or break up large running
processes by enabling selecting individual groups of
actions.
Convert Processes to Flow

31. Elements
Now it's easy to see what each element
does within a flow in auto-layout. Simply
hover over the icon next to the element
label and the element description
displays.
Now it's easier to find what you’re
looking for in the Flow Builder element
menu in auto-layout with element type
descriptions in tooltips.
View Element Descriptions
on the Flow Canvas
Element Type Descriptions
in the Element Menu

32. Flow Limit on 2000 Elements Per
Transaction is Removed
‘ITERATION_LIMIT_EXCEEDED’
This was a Flow-specific limit that triggered
when your flow hit 2,000 ‘elements’ across
the Flow interview – typically seen with larger
loops.
For a long time the limit existed to protect orgs
from runaway flows, but over time we built
more governor limit awareness into the flow
engine.
This limit removal will go into effect on new
flows or flows with their versions updated.
Note: For your Flows to take advantage of this,
you’ll need to ensure you’ve updated the
Flow’s API version

33. Create Richer, Better Screens
With Data Table (GA)
Easily exhibit tabular data in screen flows to
enable users to select and view records with as
many columns as you need to be displayed in
the table. Select your record collection, pick
your fields, and you’re done!
Create richer, more informative screens by
displaying up to 200 of records and any
number of columns on a screen for a user to
act on.
Users will no longer need to jump between
screens to make key decisions in their flow - all
the information they need is on the flow
screen.

34. Dynamic Forms for Flow -
Lookup Support
Use when you want to quickly use an
object’s Lookup field to provide an
unfiltered set of records.
Uses the Fields tab (Dynamic Forms for
Flow) to provide automatically
configured Lookup fields for an object
Supports “Create New” records from
within the Lookup field if a user can’t
find the record
Create Lookups faster and control options
based on a user’s actions in flow

35. Dynamic Forms for Flow -
Multi-Select Picklist Support
Reminder! Picklists in Dynamic Forms for Flow
are record-type aware (From Winter ‘23)
We’ve now added Multi-select Picklist field
type support to take full advantage of the
record-type awareness feature.
Before this release, to get an object’s
multi-select field onto a screen you would’ve
needed to set up a Checkbox Group
component with a configured Picklist Choice
Set.
Now all you need to do is drag over the
multi-select fields from the Fields tab in your
screen editor and you’re done!

36. Reactive Screen Components
(Beta)
Configure screen components so that they react
to the changes in other components on the same
screen.
Previously, for a component to react to changes
in another component, you had to put them into
separate screens or create large, monolithic
custom components.
Sample Use Case:
A Sales rep uses a ‘Contact Quick Edit’ form to
quickly make changes to an account’s related
contacts as they are on the phone with them,
saving them from jumping around Salesforce
records.
Reactive Screens Trailblazer Group

37. Choice Lookup (Beta)
Use Choice Lookup when you need to provide a
specific, filtered set of options based on actions
taken by the user in the Flow
Generates available options by using flow choices
(such as Record Choice Set).
Surface a specific filtered list of options to your
users
Shows all available options before a user starts
typing
Search-as-you-type in your Choice Lookup

38. HTTP Callouts from Flow (Beta)
You can set up direct integrations
as needed without having to work
with a developer or call a
middleware tool, such as Mulesoft
Flow Builder auto-generates an
external service registration, an
invocable action, and
Apex-defined types
You can then use the data output
of the API request as input within
Flow Builder and across
Salesforce.
NB: It only supports GET (so is
read-only)
Use a scheduled flow to perform
a daily callout to a weather
service and check the weather
for a specific area. If the weather
meets certain conditions, notify
attendees that an event is being
held indoors or outdoors.
Access the Salesforce metadata
API (which is REST-only) to
retrieve certain configuration
settings such as to list which
fields are on a named Page
Layout for an object
Create an external credential and
a named credential in Setup.
Then, HTTP Callout guides you
through describing the
functionality of your API and the
endpoint that you’re connecting
to.
Based on the information that
you enter, Flow Builder generates
an external service with a
corresponding invocable action
that you can use across
Salesforce.
Pull data from external
systems
Example Use Cases How
UE, EE, DE
only

39. Stephen Stanley
Focused on helping Salesforce
customers get the most out of their
Salesforce investment, with an
emphasis on helping them become
self-sufficient
If this sounds like you need my
help, please get in touch
email: the.good.cloud.team@gmail.com
If you’re looking for a high-level overview across all the clouds with video demos,
check out Release in a Box (https://admin.salesforce.com/releaseinabox)