Here we share our selection of the highlights we’ve identified in the Salesforce Winter'23 Release Notes. Check out this presentation to get all the details.

1. www.theskyplanner.com
Salesforce Winter ’23 Release
Notes Workshop
August 2022

2. Salesforce Release Notes
2
Salesforce Release notes offer brief, high-level descriptions of enhancements and new features.
Three times per year, Salesforce
releases some upgrades, fixes, and
new features, with immediate
impact in all organization.
Salesforce Help is the new home
for the release notes, with an
improved user experience. Use
filters to display only the sections
that relate to the edition and
clouds you currently use.
Prepare for Salesforce Releases.

3. Salesforce Release Notes: Key Dates
3
Aug 26: The Release Highlights module on Trailhead is a quick and easy way to learn about features. They offer demo
videos, Trailhead modules, community forums, and more to make the process as easy as possible. Learn MOAR about
Winter ’23 features. Check out the #LearnMOAR page for new trailmixes for
admins and developers that feature highlights of the
Winter ’23 Release.
Sept 20 to 22: Release Readiness Live at Dreamforce:
SalesForce+
With each release, there are a number of blogs by community
members who break it down.
Check out the Release Readiness Trailblazer Community Group
where you can continue to get updates, share your favorite features,
and ask questions about the upcoming release.
Sept 9, Oct 7, Oct 14-15: Winter ’23 arrives!
Check the Maintenance Calendar for exactly when your Salesforce org will get the new release.

4. Salesforce Overall: General Enhancements
4
The requirement to use multi-factor authentication (MFA) when
accessing Salesforce products went into effect on February 1, 2022. All
users must now use MFA when they log in to Salesforce, whether they’re
logging in directly or using single sign-on (SSO). To help customers
satisfy this requirement, in the first half of 2023, Salesforce is
automatically enabling MFA for direct logins. In fall 2023, we’re
enforcing MFA by making it a permanent part of the Salesforce login
process. To avoid disruptions to your users when these milestones
occur, enable MFA as soon as possible.
MFA Requirement Is in Effect and Enforcement Is Coming Create Custom Address Fields (Generally Available)
We can now create Custom Address field in Salesforce.
Previously we need to create separate text fields and they
don’t provide the same functionality.
Custom address fields use the State and Country picklists.
Check out the Multi-Factor Authentication
Assistant:
● Setup-> MFA

5. Analytics: Reports and Dashboards
5
Slack isn’t just for CRM Analytics anymore. Now all Salesforce users can
browse, search, view, share, and subscribe to Lightning reports and
dashboards using the CRM Analytics for Slack app. Teams can easily share
reports and dashboards through scheduled subscriptions or posting to the
team anytime. You can also run Einstein Discovery on Lightning reports and
share the predictions and recommendations.
● Lightning reports and dashboards appear in recents, favorites, and
searches within the CRM Analytics for Slack app. Open the menu on a
report or dashboard to view and share the item.
Subscribe to Lightning Reports and Dashboards Directly in Slack
Collaborate Around Data with Lightning Reports and Dashboards in Slack
Get reports and dashboards that you want to see regularly by subscribing for
yourself and others in the CRM Analytics for Slack app. No need to go out to
Salesforce to set up and import a subscription. You can subscribe to up to
seven reports or dashboards in Slack. A subscription refreshes the report or
dashboard on a schedule that you set and posts a snapshot of the item to you
and your specified recipients in Slack.
In the Details window of a
Lightning report or dashboard
in the CRM Analytics for Slack
app, click Subscribe.

6. Analytics: Reports and Dashboards
6
Review a Custom Report Type’s Structure During Report Creation
Not sure what custom report type to use when you create a report?
You can now view the structure of available custom report types and
choose the best one for your needs. The details panel shows the
relationships between the joined objects, and tooltips explain the
outcome of the joins.
Filter Custom Report Types by Salesforce Fields (Beta)
In a previous release we were granted the ability to filter report types
based on Salesforce objects. The Winter ‘23 release takes this a step
further and we are now able to find custom report types that contain
a specific standard or custom field. This functionality is currently in
Beta.

7. 7
Customization: Lightning App Builder
You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with
Dynamic Forms. In the Lightning App Builder, open an account, including person account, contact, or opportunity record page. Click the new
Fields tab, and place fields anywhere on the page. Or automate the process by migrating your Record Detail component to use Dynamic
Forms with the click of a button.
Enhance More Object Record Pages With Dynamic Forms
Do More with Dynamic Related List Filters
Now when you filter dynamic related lists in the Lightning App
Builder, you can select multiple filter values for picklist fields.
For example, on the Contact record page, filter a dynamic
related list to show all cases with a priority of Medium or High.
Previously, you could filter by only one picklist value.

8. 8
Customization: Picklists
We can now bulk delete inactive unused picklist values. Previously we can only delete one value at a time. Opt in to Bulk Delete Inactive Picklist Values (beta)
from the Picklist Settings page.
Bulk Manage Picklist Values (Beta)
Save time managing your picklists. You can now delete, activate, deactivate, or
replace multiple custom picklist field values at once. Previously, you modified
them one at a time. This feature is available in production and in sandbox orgs.
Opt in to Advanced Picklist Values Management (beta) from the Picklist Settings
page. This feature is available only for custom picklists with predefined values.
Clean Up Inactive Picklist Values (Beta)

9. 9
Customization: Permissions
Now when you create a field on an object, you can follow
best practices and set field-level security for a field on
permission sets instead of profiles. And rather than manually
granting access to a field in each permission set, you can set
field-level security on permission sets during field creation.
This feature is also available when you set field-level security
on a field or change the field type on a field.
Set Field-Level Security for a Field on Permission Sets Instead of
Profiles During Field Creation (Beta)
This feature will need to be enabled in User
Management Settings > Field-Level Security for
Permission Sets During Field Creation (Beta).

10. Customization: Sharing & General Setup
10
Allow Multiple Values in Restriction or Scoping Rule Record
Criteria
Configure a restriction or scoping rule to use a comma-separated
list of IDs or values in the record criteria.
To create a restriction or scoping rule using more than one value in
the record criteria, add a comma as a delimiter to separate the ID
or string values. To include a single value that contains a comma,
surround the value with double quotes (”).
Clone Lightning Apps (Beta)
The Clone (beta) action menu option in the App Manager lets
you quickly create a custom Lightning app based on an
existing custom app – a great time saving feature for Admins!
Enable Stronger Protection for Your Users’ Personal
Information (Release Update)
Enable Enhanced Personal Information Management to prevent
external users, such as portal or community users, from accessing
other users’ personal information. This feature, which replaces the
Hide Personal Information setting, secures more personal identifiable
information (PII) user record fields. You can also decide which custom
and standard user fields are considered PII. This update is enforced in
Winter ’23 and was first available in Spring ’22.

11. Marketing Cloud Account Engagement (formerly Pardot)
11
Simplify Prospect Opt-Out Status Between Account Engagement
and Salesforce
The prospect Opted Out field now requires a designated system of
record, giving you one place to check for a record’s opt-out status.
Choose between Account Engagement or Salesforce as the primary
value for the prospect Opted Out field. Previously, the Opted Out field
inherited the value from the most recently updated record.
Review Prospects with Bot-Like Activity
To protect the health of your business unit, Account Engagement can pause activity
tracking for prospects with an excessive amount of activity. When a prospect’s
activity tracking is paused, an icon appears on the prospect list view and an error
appears on the prospect record. A prospect’s activity tracking is paused only if it
impacts Account Engagement’s performance. Paused prospects who are opted in
can still receive marketing emails.
Give Users Access to Account Engagement with a Dedicated
Permission Set License and Permission Set
To accommodate Account Engagement users who don’t require full
access to Salesforce, you can now assign them the Account
Engagement permission set license and Account Engagement User
permission set. This permission set grants users access to most of the
marketing tools available in the Account Engagement Lightning app. It
doesn’t include full access to campaigns in Salesforce.
Sync All Prospect Records with One Click
Use the Sync All Prospects option to sync prospect records with Salesforce. Previously,
you needed to update a prospect field to trigger a full sync. Business units with fewer
than 500,000 prospects can trigger a full sync every 7 days.
Pardot Classic App Is Being Retired
The Pardot Classic App is scheduled for retirement in all Salesforce orgs by
October 17, 2022. To access Account Engagement in Salesforce and get access to
the latest features, use the Account Engagement Lightning app (formerly the
Pardot Lightning app).

12. 12
Sales: Productivity Features
Now your users can see all the tasks assigned to them in one
component that’s available throughout Salesforce. With the
To Do List docked in the Utility Bar, users can see, sort, and
organize all their tasks in a single actionable view. Users can
apply labels to tasks in the To Do List to customize how they
organize and prioritize them. Sales Engagement users can
also see tasks from cadences.
In the App Manager, add the To Do List to the Utility Bar for
users. Users can choose a task category or a label to focus
on the related tasks. Select a task to see details, apply a
label, or take action.
Track and Sort All Your Tasks with the To Do List

13. 13
Flow Builder
Change the order of flow elements in auto-layout faster by using cut
and paste. Previously, to move an element on the canvas, you
copied and pasted the element then deleted the original element,
and then you updated the API name of the pasted element.
Cut and Paste Flow Elements Use Formula Builder in Flow Resources and Collection Filter Elements
You can now use an enhanced formula builder in Flow Formula-type
resources and the Collection Filter element. The builder guides you through
the syntax so that you can create an expression more easily. Instead of
waiting until you save a flow, you can check the formula syntax and catch
errors as you work.
Use ISCLONE in Record-Triggered Flow Formulas
Record-triggered flows for new and updated records now support the ISCLONE
formula function. Copy your Process Builder or workflow rules formulas containing
these functions into record-triggered flows. None of these formula functions are
available in flows triggered when a record is deleted.

14. 14
Flow Builder
Now you can use record-triggered flows to update any records
related to the triggering record.
Use the Update Records element and select Update records
related to the objectName record that triggered the flow. Then,
select the related records you want to update. You can also set
filters to update only certain related records. If you don’t specify
a filter, all related records are updated.
Use Record-Triggered Flows to Update Related Records

15. 15
Flow Builder
With the new In and Not In operators, a flow accesses a collection of primitive
values to get related records without using the Loop element. The flow uses
fewer SOQL queries and DML statements, and performs faster. The new
operators support accessing collections of type Text, Number, Date,
Date/Time, Currency, and Boolean. The operators are available in the Get
Records, Update Records, and Delete Records elements.
The Get Records element gets all related contacts if their contact IDs are in
contactIDs. And you’re done.
Use In and Not In Operators in Flows to Find Related Records

16. 16
Flow Builder
Now you only see relevant picklist values when using Dynamic
Forms for Flow. Previously, all the picklist values for a field
appeared, regardless of whether a record type was provided,
and could show irrelevant values.
Filter Your Picklists By Record Type in Flow Screens
Specify Time Offsets in Months for Scheduled Paths
For each scheduled path on record-triggered flows, new offset options let you
schedule the path to run on the same calendar day of another month. Previously,
after you selected a time source for a scheduled path, you could specify offsets
only in days, hours, and minutes. Also, the Configure Scheduled Paths window
features clarified content.
When you add or edit a scheduled path, select Months After or Months Before to
run the scheduled path on the same calendar day of another month.

17. 17
Flow Builder
Now you can decide when to show the Toolbox for resource and
element management while in auto-layout. The Toolbox is
hidden by default.
Get More Canvas Space with the Toolbox Hidden Enjoy More Room When Building Flow Screens
Get a larger flow screen editor that follows the Salesforce Lightning Design
System (SLDS) standards. Now there’s more room to lay out components,
such as when working with multiple columns.
Find Flow Elements Faster with Search
The Add Elements dialog box in the Flow
Builder canvas now includes a search bar.

18. 18
Flow Runtime
Now you can search and then select more than one record with
the Lookup flow screen component. You can specify a selection
maximum and one or more default records.
How: Add the Lookup component to your screen flow and set the
Maximum Selections field to a value greater than 1.
Select Multiple Records in the Lookup Flow Screen Component Select Multiple Records from a Table in a Flow Screen (Beta)
Leverage the new Data Table (beta) flow screen component to
display a list of records on a flow screen. You can set the table to
read only, or enable your users to select one or more records and
use their selections later in the flow. And users can change the
width of table columns and wrap or truncate overflowing text.
Add the Data Table (beta) component to your screen flow and
configure the fields.

19. 19
Flow and Process Management
The next step toward retiring Workflow Rules is to disable the creation of
workflow rules. You can still activate, deactivate, and edit any existing
workflow rules. And you can still create automations in Flow. To test and
create workflow rules for use in managed packages, developer orgs still
allow you to create workflow rules.
Why: Most workflow builder use cases are now supported in and work
better in Flow. We understand that migrating your workflow rules may take
some time, but creating more workflow rules potentially creates more
migration work later on. Use the Migrate to Flow tool to make the move.
Block New Workflow Rule Creation
Access Flows from Setup and Automation Home
To better reflect the future of Salesforce Flow, the action
menus in Setup Home and Automation Home now link to
Flows instead of Process Builder or Workflow Rules.

20. 20
Security, Identity and Privacy: Domains
Enable Enhanced Domains (Release Update)
Enhanced domains comply with the latest browser requirements,
allowing your users to access Salesforce using browsers that block
third-party cookies. Because this update affects application URLs,
including Experience Cloud sites, Salesforce Sites, and Visualforce
pages, we recommend that you enable enhanced domains before
this update is enforced.
Potential Impact
• Users can experience errors when attempting to access Salesforce, including but
not limited to Experience Cloud sites, Salesforce Sites, and Visualforce pages.
• Some embedded content stored in Salesforce no longer appears.
• Third-party applications can lose access to your data.
• Single sign-on integrations with sandboxes can fail.
• Single sign-on integrations with orgs using the *.cloudforce.com and
*.database.com domain suffixes can fail.
To avoid these issues, we recommend that you test enhanced domains in a sandbox
and enable enhanced domains in production before the release update is enforced.
Before enabling enhanced domains, review the Considerations for Enhanced Domains.
My Domain URL Format Changes When You Enable Enhanced Domains

21. Release Updates: Enforced in Winter ’23
21
Enable Permission Set Expiration and Enhanced UI (Release Update)
With this update enabled, you can assign an expiration date to each
permission set or permission set group. Permission set and permission set
group assignments also use a new Lightning Experience interface and an
improved workflow. Users can be assigned to permission sets or permission set
groups with or without an expiration date. When a permission set or permission
set group has an expiration date, users can lose access to functionality after
the expiration date. By default, permission set and permission set group
assignments don’t expire. This update was first available in Summer ’22 and is
enforced in Winter ’23.
Remove Guest User Assignments from Permission Sets Associated with
Permission Set Licenses with Restricted Object Permissions (Release Update)
To improve the security of your data, Salesforce is removing guest user
assignments from permission sets and permission set groups associated with
permission set licenses that contain View All, Modify All, edit, and delete
standard object permissions. You can no longer assign guest users permission
sets or permission set groups that are associated with permission set licenses
that contain the restricted permissions. The only standard object permissions
allowed for guest users are read and create. This update was first available in
Spring ’22 and is enforced in Winter ’23.
Enable Stronger Protection for Your Users’ Personal Information (Release
Update)
Enable Enhanced Personal Information Management to prevent external users,
such as portal or community users, from accessing other users’ personal
information. This feature, which replaces the Hide Personal Information setting,
secures more personal identifiable information (PII) user record fields. You can
also decide which custom and standard user fields are considered PII. This
update is enforced in Winter ’23 and was first available in Spring ’22.

22. Thank you!
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