Salesforce Summer 23’ Release Blog

Packed with innovative features and enhancements, the Salesforce Summer 23 release aims to empower businesses with advanced tools to drive customer success and maximize productivity. From increased functionality to the latest Flow features, the Salesforce Summer '23 release is set to revolutionize how organizations engage with their customers and deliver exceptional experience.

Here are a few of the updates from the Salesforce Summer 23’ release:

  • The popular dynamic forms feature, which allows admins to control page layout based on criteria, is now available for mobile. Users will enjoy a more streamlined mobile experience that only shows the components and fields that they need to see at the right time.

  • Admins can now add images, rich text and widgets to dashboards for Salesforce orgs with Lightning Experience/Unlimited Edition. For instance, company branding, animated GIFs, and flow diagrams can now be added to dashboards. This feature improves the user experience by using visually appealing dashboards to illustrate and improve data storytelling.

  • The new Lightning Editor improves the user’s email experience within Salesforce. In addition to changing the text size, color, highlight and alignment, users can insert tables with the ability to add/remove columns/rows, upload images, embed videos and use productivity features including search and replace, edit as HTML, print and word counter.

  • Admins can now assign field-level security to permission sets instead of profiles when creating new fields. To enable this feature, navigate to ‘User Management Settings’ under Setup and enable ‘Field-Level Security for Permission Sets During Field Creation.’ This is yet another move away from profiles to permission sets.

  • Building upon the popular HTTP Callout Flow feature released in Spring 23, the POST HTTP Callouts (Beta) in Flow allows users to send data out of Salesforce, without code, using a web-based service API. This feature expands upon this functionality that was first released Spring 23, which could only use the GET method. After adding the API details, the Flow Builder creates a reusable callout action that can be used in Flow or other areas of Salesforce.
  • Email alert functionality within Flow is continuing to expand. For instance, Classic and Lightning Templates are now available with the Send Email Action. Merged fields in the templates can reference the recipient record or the related record. Emails sent via flow can also be logged to a record’s (account, contact, lead) activity timeline.

  • Screen flow functionality is developing at a record pace. With the new data table component, users can now search and filter within data table results. And with the Choice Lookup component, users can choose from a filtered list of records.

  • The end of process builder is getting closer. Users can no longer create new process builders, although they can still activate, deactivate and edit existing processes. In addition, the popular migrate-to-flow tool now allows users to move processes that contain scheduled actions to flow. With the migration of automation to flow, we encourage you to reevaluate your existing automation as this presents an opportunity to remove deprecated automation and configure active automation in a fashion that allows you to more easily manage and scale over time.

These are some of the many features of the Salesforce Summer 23’ release. While some of these features can be easily implemented by Salesforce admins, others such as the transition from process builders to flow, require careful planning, business analysis, and technical considerations. Please contact the Salesforce Digital Services Practice at Citrin Cooperman for more information.

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