Summer23-Welly Release Highlights - Stephen Stanley.pdf

Summer ’23 Release
Overview
Wellington User Group
6 July 2023
Stephen Stanley
Salesforce Architect - goodcloud.team
e: stephen.stanley@goodcloud.team

Improved Sharing for Custom Reports
Addresses one of the top voted ideas on IdeaExchange!
Customer Need
Sharing reports for custom report types should function in
the same way that standard report types do.
Solution / How To Conﬁgure
Remove the role hierarchy dependency and allow
un-drilled reports to just use sharing settings to determine
visibility.
Use Case
Organizations don’t want the reports created from custom
report types to drill to the running users role by default.
Impact
User experience and productivity

Enhanced Lightning Dashboards
Rich Text, Image and Top 5 Filters
Customer Need
Desire to add enhanced data to Lightning Dashboards.
Rich text and images can now be added to Lightning
Dashboards, and top level filters are also increased from 3 to
5. Submit a ticket to Salesforce Support to activate this
feature.
Use Case
Ability to add images such as logos and banners.
Ability to add Text to different components.
Ability to filter the Dashboards and make it more focused.
Impact
Unlimited Edition
only

LWC Calendar
Calendar Home is now a Lightning Web Component
Customer Need
Limitations in the number of events viewed on the calendar existed,
and the way events were displayed was diﬃcult to navigate.
Limitations in the Aura implementation of calendar prevented new
features from being implemented eﬀectively.
Navigate to Activity Settings in Setup and enable “Use Lightning Web
Components for Calendar Home” to turn on the new Calendar
experience.
Use Case
Calendar users get a view of up to 500 events on their schedule.
Ability to quickly scan upcoming meetings with longer text and
overlapping tiles.
Impact
User productivity

Before and Aerwards
It’s pretty subtle

Support for Quick Actions on Related
Lists (Open Beta)
Feature is auto enabled and is in Beta for Summer ‘23 release
Customer Need
Admins currently have no way to add custom quick actions to the
related list and need to add actions on the highlight panel which
impacts user experience.
You can now use custom quick actions on the related lists and they
will be able to conﬁgure custom quick actions both on Page Layout
Editor and Dynamic Related List in App Builder. Only Create/Update
Quick Actions are supported.
Use Case
Mass Create Quick Action directly from the Related List
Mass Update Quick Action to update e.g. status of more than one
case from the Account Related List
Impact
End user and admin productivity

Dynamic Forms Horizontal Alignment
Align fields across columns on lightning pages
Customer Need
End-users want better visual experience on lightning pages with
dynamic forms configured on it. This feature enables admins to
configure horizontal alignment of fields across columns in a
field section component.
Set “Align Fields Horizontally” attribute on Field Section
component in the Lightning App Builder.
Use Case
Optionally align fields across columns in a field section
component on lightning pages with dynamic forms.
Impact
Enhanced user experience

Set Field Level Security on Permission
Sets instead of Profiles
Customer Need
Admins can now easily set FLS on permission sets during field creation
or edit making it easier to use permission sets over profiles.
Setup -> User Management Settings -> Set FLS on Permission Sets
Setup -> Object Manager -> Object -> Create New field
Setup -> Object Manager -> Object -> Field -> Set Field Level Security
Use Case
Admins are using permission sets and permission set groups over
profiles when they grant their users access to fields. This feature
improves efficiency by avoiding needing to navigate to every
permission set individually to set FLS.
Impact
Admin Efficiency

Delegate Administration of
Permission Set Groups
Customer Need
You can now delegate assignment of permission set groups
through delegated admin!
Navigate to Setup, Delegated Administration, and see the new
section for Assignable Permission Set Groups.
Use Case
User needs to be able to assign permission set groups without
full admin rights. This limits which permission set groups they
can assign.
Impact
Admin Eﬃciency

Dynamic Forms on Mobile (Open Beta)
Customer Need
Our customers have highlighted the need to provide a simpler
experience for end users while on the go.
Available on an opt-in basis from the mobile settings area in the Setup
menu. Once opted in, enable the feature from Lightning App Builder.
For pages that have already been upgraded to Dynamic Forms,
remove the Record Detail - Mobile component from the page, and
forms will be rendered on mobile. For pages that have not yet been
upgraded, the legacy component will no longer be added to the page
upon upgrade, and Dynamic Forms on mobile will work without
additional conﬁguration.
Use Case
Tailor layouts based on record data, user details, and form factor.
Impact
Mobile user productivity and experience

Fix Connection Issues with Status Reasons
Surface errors and other sync issues
Customer Need
Admins need to know which users are experiencing
connection issues, what those issues are, and what to do
about them.
The new “Connected Account Status Reason” is now part
of the User Status table found in EAC Setup “User Status
Node.”
Use Case
Ability to check on “health” of all users
Help users experiencing connection or sync issues
Impact
User experience and satisfaction

Data Capture Metrics
Gain more visibility into the status of synced data
Customer Need
Understanding the last time that EAC captured event data by
AWS is critical for an organization.
When a conﬁgured user’s data is captured, the last data capture
timestamps are updated. The new “Last Data Capture” card is
now found in EAC Setup “User Status Node.”
Use Case
See the last time that EAC or Inbox captured Email and Event
data, check on EAC’s capture status by verifying that emails
have been captured and/or events have been synced recently.
Impact
Performance
Data and systems integrity

Lightning Editor (Open Beta)
Customer Need
Provide an improved composing experience for Email-to-Case
composers, with features like a full-screen mode, advanced
table editing, accessibility checker, and seamless copy/paste
from Google/Microsoft.
Go to the Release Updates in Setup, and enable the beta.
Use Case
All agents composing emails in the docked composer or the
case feed composer will see the new and improved Lightning
Editor.
Impact
Increased agent productivity

Find Contact Associated with E2C
New Flow Template
Customer Need
Organizations lacked a way to easily construct a flow to find a Contact
in CRM that was associated with an individual who emailed the
Email-to-Case routing address.
We have created a new template in Flow called “Find Contact
Associated with Email-to-Case” which will offer a starting point for
how to search Contacts for an email address, and automatically
associate the incoming case with the found contact.
Use Case
See a related contact when a case is selected and this Flow runs.
Impact
Agent productivity

All Incidents Tab
Requires Core Service Cloud License and for Customer Service Incident Management to be enabled
Customer Need
Incident teams want to see the newest and all incidents from one
place while keeping the context of the Salesforce record.
Incident teams can use the default list view to edit, delete, or attach
the incident to a case without leaving the utility. By default, the All
Incidents list view is shown in the All tab. To show a different list
view, edit the All Incidents list view filters or add a custom view in
Lightning App Builder.
Use Case
Increase incident visibility from anywhere in Salesforce
Easily attach related cases and more effectively work a case
Impact
Business and agent efficiency
Scalable communication
All Editions Except
Essentials
Incident Alerts Utility improvements

Lightning Article Editor (Open Beta)
Customer Need
Provide features like a full-screen mode, advanced table
editing, and seamless copy/pasting from external sources.
Go to the Release Updates in Setup, and turn on the beta
from there. We are the ﬁrst knowledge product to include
an accessibility checker, which automatically scans articles
for WCAG (ADA, accessibility) violations.
Impact
Agent and writer productivity
Lower Time to Creation for Articles
Increased article and service quality

Article Personalization (Open Beta)
Tailor articles to your service agents
Customer Need
Organizations want to customize which parts of their articles they
show to which audience, allowing them to deliver knowledge that’s
tailored to the user.
Go to the Release Updates in Setup, and turn on the beta from there.
Use Case
Location-based visibility (e.g. a GDPR field that’s only visible to
European agents), tier-based visibility, permission-based visibility,
role-based visibility.
Impact
Reduced knowledge base maintenance costs
Reduced average handling time
Note: Article Personalization only works in Lightning Experience, not on Experience Cloud.
Audience visibility is defined on a field level.
Lightning
Experience Only

Einstein GPT - Generative Responses
Customer Need
Agents need a faster way to reply to customer questions and
want to spend their time adding value to the conversation,
rather than writing or repeating the same response across
customers.
Conﬁgure Messaging for In-app and Web and Einstein GPT
Reply Recommendation component.
Use Case
Automatically generate/suggest responses to assist agents in
a Messaging conversation with a customer.
Impact
Reduce Average Handle Time
Increase CSAT
Einstein GPT innovations

Einstein GPT - Summarization
Customer Need
Agents need a quicker and a faster way to wrap-up after a
customer conversation ends.
Requires Live Agent and Einstein Case Wrap-up. We will
auto-summarize the chat conversation into three buckets -
issue, summary and resolution.
Use Case
Auto-generate a summary from a chat conversation between
a customer and an agent so that agent is spending less time
wrapping up a case.
Impact
Reduce Average Handle Time
Increase CSAT
Einstein GPT innovations

Customer Need
Ability to customize the Salesforce Field Service Mobile
application, with full functionality for mobile workers,
regardless of network connectivity or quality.
Solution
Enhancements to offline Lightning Web Components in
the SFS Mobile App.
Use Case
Offline Images [GA], GraphQL [Beta], Custom Nav/Tabs
[Beta].
Impact
Flexibility of development
Worker productivity
Offline Mobile Extensibility

Customer Need
Handle appointments that can be performed remotely or be
taken from anywhere, adding no travel time to the
resource’s day.
Solution
A new property on the Service Appointment called
“OﬀsiteAppointment” will indicate to the scheduling and
optimization services whether this appointment can be
performed remotely and the address is to be ignored.
Use Case
Virtual or remote work scheduling
Impact
Productivity
Resource utilization
Locationless Service Appointments
Enhanced Scheduling & Optimization

Outcome-based Contracts
Customer Need
There is a market shift from entitlement-based contracts
towards performance outcomes to strengthen customer
relationships, increase asset life spans, and provide the
desired customer experiences from products.
Solution
Service Contract outcomes tracking and reporting
capabilities provide clear visibility over target compliance.
Use Case
Sell an outcome measure of 99% uptime for an equipment
and track achievement against that target.
Impact
CSAT
Revenue
Sustainability

Omni-Channel Routing for Work Orders
Customer Need
Streamline back oﬃce work in complex service processes.
Solution
Enable support for Omni-Channel Routing of Work Orders.
Use Case
Proactively assign Work Orders to the right resource at the
right time throughout your ﬁeld service processes.
Automatically push Work Orders to team members based
on contextual business conditions .
Impact
CSAT
Cost to Serve

Customer Need
Intelligently generate maintenance work based on
predicted assets’ usage rates.
Solution
Predict at what usage value to generate a work order
ahead of its target usage value for maintenance.
Use Case
To generate work 30 days ahead of time for a primary
vehicle, generate its work order after 9K miles so that it
will be serviced at about 10K miles.
Impact
Asset Uptime & Availability
NPS/CSAT
Service Productivity
Predictive Usage-Based Preventive Maintenance

Salesforce Flow
(and Process Builder - kind of)

The “Create New Process
Builder” Button Is Disabled
Customer Need
We will be initiating an end-of-life for Process Builder and Workﬂow
Rules. We realize that migration of existing automation is a very
long process, but in the interim we want to ensure no additional
eﬀort is invested into new automations using Process Builder.
Solution
The radio button for creating new and cloning an existing process
as a new process has been disabled. Existing processes can be
edited, activated, deactivated, and have new versions created, so
admins can still manage all their existing automation. The API has
not been touched, so admins doing CI/CD or migrating between
orgs or sandboxes will also not be impacted. Developer Edition
orgs will not be impacted.
Impact
Org scalability and performance

Migrate to Flow Supports
Scheduled Actions
Customer Need
Customers need to migrate their Process Builder processes to Flow
Builder ﬂows. We have an automated migration tool to help you in that
process. It now supports Process Builder processes with scheduled
actions.
Solution / How to Conﬁgure
The Migrate to Flow tool will migrate a row with scheduled actions as
long as only one row of criteria is selected. This allows for the Process
Builder decision element to be migrated to an entry condition which will
ensure the Scheduled Path runs correctly. If multiple rows are selected,
only the immediate paths will be migrated.
Use Case
Admins migrating from Process Builder to Flow want to use the Migrate
to Flow tool to migrate Scheduled Actions criteria groups.
Impact
Faster migration, admin productivity

Reactive Screen
Components (Open Beta)
Customer Need
Screen Flows today are over reliant on the ‘Next’ button to get
components to talk to each other. With reactivity you can
consolidate screens to prevent user decision fatigue and increase
form completion eﬃciency, accuracy, and speed.
Conﬁgure screen components so that they react to the changes in
other components on the same screen.
Use Case
A Sales rep uses a ‘Contact Quick Edit’ form to quickly make
changes to an accounts’ related contacts as they are on the phone
with them, saving them from jumping around Salesforce records.
Impact
User productivity

Customer Need
Screen Flows today are over reliant on the ‘Next’
button to get components to talk to each other.
With reactivity you can consolidate screens to
prevent user decision fatigue and increase form
completion eﬃciency, accuracy, and speed.
Formula Resources on a screen that reference
components on the same screen will now
automatically calculate real-time. Simply set a
component’s default value to a formula resource.
Only certain formula functions are supported and
the org must be opted into the Reactive
Components Beta and using the latest API version.
Refer to documentation for details.
Reactive Formulas
(Open Beta)
At Runtime
Conﬁguration

Choice Lookup (now GA)
Incremental search using Choice Lookup
Customer Need
In the world of Screen Flows, organizations need a
component that simplifies the process of selecting options
from a long list.
Create a new component named “Choice Lookup” and
construct different Resource Types using Configure Choices.
At “Choice Lookup”, once you start typing in the component,
results are fetched automatically.
Use Case
Viewing a large number of records that cannot be displayed in
the dropdown
Impact

Display number of items fetched and selected items
Data Table Enhancements
Display maximum of 1500 items
Customer Need
A data table is an extensively used feature, which needs
adequate performance while scrolling down the table.
We restricted Data Table to display 1500 records which
ensures that the table remains responsive and fast. To
improve the transparency and usability of the table, we
started showing the number of items that are fetched and the
number of items that the user selects from the large list of the
Data Table.
Use Case
Examine many records without any performance degradation.
Impact
Improved performance - ~1.5 seconds to Search 25k records

Data Table Enhancements
Search for a desired record
Customer Need
Fast access to a desired record inside the Data Table.
We have improved the user experience to quickly ﬁnd
the relevant record using the search bar, which can be
enabled from the Data Table properties.
Use Case
As an Insurance Agent, I would like the ability to search
for a policy via the search bar.
Impact
User productivity (avoid scrolling)
Search enabled in the Data Table

Get External Data into Flow
HTTP Callout GET method
Customer Need
Organizations need a way to declaratively automate Salesforce
processes based on external system data to reduce the dependency
on developers for integrations.
Create named credential to configure auth to the endpoint. From
the Flow Action element, create a reusable HTTP Callout action.
Use GET method to perform a callout that gets data from any
HTTP-based API. Use output of action within your flow.
Use Case
Real-time currency exchange rates within a screen flow.
Bring weather data onto a contact record.
Perform a credit score lookup and update record with status.
Impact
Reduce code
Increase productivity

Post Data to External
Systems (Open Beta)
Customer Need
Organizations need a way to declaratively add Salesforce data to
external systems to reduce the dependency on developers.
Create a reusable HTTP Callout action and use POST to perform a
callout that adds resource to any HTTP-based API. To set Request
Body, create resource and select Apex-deﬁned type that parses the
action’s Body. Then add an Assignment element, select the output
variable from the previous step and map each body ﬁeld.
Use Case
Add records to ext. system when products are added to Salesforce.
Add leads and contacts to external marketing automation tool.
Process a payment transaction through an ext payment gateway.
Impact
Reduce code
Increase productivity

Send Email Action
Enhancements

Track Emails Sent for the Send Email Action
Customer Need
Organizations need traceability and history of automated emails.
Automatically log to a record’s timeline when an email is sent using
the Send Email action. Log to a person record (leads, contacts, person
accounts), a non-person record (account or opportunity), or both.
Note: Logging emails with the Send Email action changes the API
called by the action, which can impact your daily email-sending limit.
To send and log an email to a contact record and also log to its related
account record, set Log Email on Send to {!$GlobalConstant.True} (1).
Then, set Recipient ID to the contact record’s ID (2) and Related
Record ID to the account record’s ID (3).
Impact
Increase visibility of what emails have been sent to which customers

Before and Aerwards
Flow which sends payment reminders and overdue letters for invoices.
Logging who has been sent the reminders is required
Before
9 SOQL Elements
13 Platform Events
Avg Run Time 9.7s/invoice
Avg CPU 2773ms/invoice
After
SOQL Elements ⇩ 66%
Platform Events ⇩ 46%
Run Time/invoice ⇩ 72%
Avg CPU Time/invoice ⇩84%

Use Email Templates for Send Email
Reuse email content for your Flow emails
Customer Need
Organizations need the ability to reuse email content for automated
emails powered by Flow.
Use email templates in the Send Email action. If your email
template has merge fields, you can use the recipient record, a
related record, or both to populate the merge fields.
Use Case
For example, to send an email to a contact using an email template
with Contact and Account object merge fields, set Email Template
ID to the ID of the email template to use (1). Then, set Recipient ID
to the contact record’s ID (2) and Related Record ID to the related
account record’s ID (3).
Impact
Increase admin productivity

Sandbox Access User Groups*
*This Feature was in the Spring ’23 release notes, then vanished, but it can be enabled if you log a case with Support
Customer Need
Admins have a tedious time editing all the email addresses and
resetting passwords for sandbox users each time they refresh the
sandbox
You can now choose between matching the source org or create a
Public Group containing the users who should be granted access to
the sandbox once it’s been created/refreshed
Use Case
Select which group of users should have access to the sandbox
without needing to write (and maintain) a post-refresh APEX class
Impact
End user and admin productivity

Thank you
Contact me: stephen.stanley@goodcloud.team
Salesforce Architecture Guidance
Partner Quality Management
Integration Development
Non-Proﬁt Success Pack Guidance
Salesforce Flow Design/Development
Anything where you need a second opinion
If you get 5 dashboard ﬁlters on EE
If you get Sandbox User Access Groups enabled

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