Ceili Summer ’23 Release Notes
Here is a traditional Ceili’s summary of the upcoming new features and changes in Salesforce’s Summer ’23 release, which will be published between April and May. Salesforce releases an update package three times a year, which contain major and minor reforms. On this page, we have collected the most important updates that may have an impact on your organization’s Salesforce operation, in a compact package.
The blog post briefly introduces each feature in its own paragraph, which also lists the concrete benefits customers will receive and the necessary measures, if there are any in the update. We are happy to help if you need support in implementing new features. You can contact e.g. support@ceili.fi
You can easily find the exact time when Salesforce will install the Summer ’23 Release in your own organization at: status.salesforce.com (Maintenance tab). You can display the information by entering the instance number of your Salesforce organization in the search field, which you can find in Salesforce in your company’s information.
Summer ’23 Release Notes content:
Updates for End Users
Use Salesforce CMS to Manage Unlimited Content with All Salesforce Licenses
Now you can use Salesforce CMS to manage unlimited content (for example images), even if you don’t use Experience Cloud. Now, all CMS users have an unlimited number of content items. Previously, if you didn’t have an Experience Cloud license, you were limited to 500 content items. And now, in addition, you can also create as many as 100 custom content types (up from previous limitation of 20).
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. You no longer need an Experience Cloud license to have unlimited use of the Salesforce Content Management System (CMS).
Why: So everyone can get the benefits of managing content in the Salesforce CMS! Store your content assets in CMS and use them to create sites, emails, blog posts and more. Stay organized and reach more customers.
Manage Orchestration Work Items in the To Do List
Tasks created in Salesforce Flows can now be managed from the To Do list, along with other tasks. You can ask your Admin to add To Do list to your menu if you can’t see it yet and would like to use it. To Do list is great place to handle, prioritize and structure all of your Salesforce Tasks.
Available: Lightning Experience Enterprise, Performance, and Unlimited editions in Sales Cloud
Personalize the Size and Placement of the Guidance Center Panel
Remove barriers to productivity in your flow of work by personalizing how the Guidance Center appears on your screen. If Guidance Center is not familiar to you yet, it is an element that helps you during your Salesforce use. Which ever site or element you currently are, Guidance Center will provide you information, videos, additional links and learning paths to help your user experience and learning.
Previously, the Guidance Center panel overlapped part of the Lightning Experience page, and you had to close and reopen the Guidance Center when switching between working and learning. Now, you can pin the Guidance Center so that it appears side by side with the Lightning Experience page with no overlap. You can also toggle the width of the Guidance Center for videos and Trailhead units, depending on your preference for viewing those content types.
Where: This change applies to Lightning Experience in Starter, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: To pin the Guidance Center, click the pin icon in the Guidance Center header. To exit the side-by-side view so that the Guidance Center panel overlaps with the Lightning Experience page again, click the pin icon again. A user’s pin selection is remembered for the device and browser that they’re using.
Updates for Admins
Enable Lightning Article Editor and Article Personalization for Knowledge (Beta)
Enable a more versatile and user-friendly experience with the new Lightning article editor. With the personalization of articles, your information content is tailored to your company’s needs and improves the efficiency of use.
The article personalization tool lets you create custom visibility rules that hide or show fields based on user, access rights, or record. Salesforce admins customize knowledge articles by controlling which parts of the article are shown or hidden from specific audiences. And users interacting with the content find answers faster because they only see what they need to see.
When you do a release update, the new Lightning Article editor replaces the previous Knowledge editor (image below).
When: Salesforce will implement this innovation in the Spring ’24 Release. To see your organization’s Release date, go to the Trust Status section, find your instance and click on the Maintenance tab.
Transition to the Lightning Editor for Email Composers in Email-to-Case (Beta)
This release update replaces the previous email tool functions in Service Cloud. Lightning editor offers an updated user interface and other new features: full screen mode, the option to print from the menu, discard the changes made (go back) and redo buttons, and smart copy and paste options. The basic functionality remains the same: users can upload images, attach files, use merge fields and use email templates.
Available: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
When: Salesforce will force this update in the Summer ’24 release. To get the exact renewal date for your organization, go to the Trust Status section, find your instance and click on the maintenance tab.
Why: Salesforce abandons the old editor in Service Cloud and switches to a more feature-rich HTML text editor based on open-source code (open-source TinyMCE editor).
Find Email Messages Faster with Improved Searches
When the user starts typing words into the search field, the search results are based on similar themes. Previously, typeahead ignored emails. To define which field information appears in your users’ search results, configure the search layout for the Email Message record.
Available: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: To ensure that email messages appear in the search results, go to Setup, type “Objects to always search (Beta)” in the Quick find box and select Email Messages for the user profiles you want. After that, go to the Object manager, find the Email Message record object and edit the fields you want for the layout.
Get Alerts Based on Survey Responses
Use record notifications based on Survey data to notify users of changes that require action. For example, you can create notifications that show survey responses in the Service console of the required user.
Available: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Feedback Management – Starter or Feedback Management – Growth enabled with IndustriesServiceExcellenceAddOn and FSCAlertFramework. You can see Record notifications in the Alerts component in the Service console.
Who: This feature is available to users with the Salesforce Advanced Features Starter permission or the Salesforce Surveys Advanced Features permission and the required Record Alerts permissions.
How: Open Survey, click Advanced Settings, select Survey Data Mapping, click New Mapping, name the mapping, click Create Record and select Record Alert as object. Map the objects and choose whether records are always created or only when certain conditions are met. Save the changes.
Set Field-Level Security for a Field on Permission Sets Instead of Profiles
When you create a field, you can set its field-level visibility to Permission Set instead of Profile. This allows you to better handle Best Practice-style Salesforce configuration, where permissions are managed using Permission Sets instead of profiles.
Available: For all versions in Lightning and Classic
Required actions: In Setup, search for User Management Settings and select the field Fields-Level Security for Permission Sets During Field Creation. (From Setup, in the Quick Find box, enter User Management Settings, and then select User Management Settings. Enable Field-Level Security for Permission Sets During Field Creation.)
Align Fields Horizontally in Field Sections
A new feature of the dynamic form is to line up the fields horizontally evenly. The purpose of this is to prevent a field that takes up more than one column preventing the alignment of the other half of the column. Now you can place fields with their column pairs next to each other regardless of field size.
For example, in the following image, the address field of several column rows no longer prevents the fields from being placed horizontally in pairs.
Available: Group, Professional, Enterprise, Performance, Unlimited and Developer editions of Lightning Experience
Actions required: Dynamic form and the button in the image above
Boost Productivity with Mass Quick Actions on Related Lists (Beta)
Related List now gets bulk editing function. You can edit the list directly with Quick Actions. Instead of individual data, the user can select up to 100 related data to edit.
Available: Group, Professional, Enterprise, Performance, Unlimited and Developer editions of Lightning Experience
Required actions: Dynamic lists must be enabled after this “Add Quick Actions” can be added in the Layout editor
Use Email Templates in the Send Email Action
You can now use created Email Templates when sending emails via Flow. In addition, the Merge Fields within Email Templates can be used with related records.
Available: Group, Professional, Enterprise, Performance, Unlimited and Developer editions of Lightning Experience
New Process Creation is No Longer Available
The step of retiring Process Builder has been taken and new processes can no longer be created. The Best Practice style is to move to Flows and try to change the existing processes into flows. The previously mentioned “Migrate to Flow” function is an essential part of converting processes into flows and thus ending the use of Process Builder.
Available: Group, Professional, Enterprise, Performance, Unlimited and Developer editions of Lightning Experience and Classic
Add Custom Columns That Include External Data
You can now add your own external data to a custom column on the Forecasts page. This change makes it possible to view all relevant data without moving between multiple applications.
Available: Lightning Experience and all versions of the mobile app in Enterprise, Performance and Unlimited editions in Sales Cloud.
Required actions: The user must have permission to import data into Org and the Manage Forecast Custom Data permission (permission).
Collaborate in Real Time with PRM for Slack App
The Partner Relationship Management (PRM) for Slack application connects internal sales staff, partners and important data to Slack. The change enables smooth and up-to-date cooperation and communication with partners and Salesforce.
Available: Lightning Experience and all versions of the mobile app in Enterprise and Unlimited editions.
Required actions: Slack Enterprise Grid must be enabled.
Salesforce for Outlook Is Retiring in June 2024
Salesforce for Outlook feature deprecation is coming in June 2024, after which contacts, events, and tasks will no longer update and Salesforce for Outlook features will no longer be available. Because of this, it is recommended that users of this feature switch to the new replacement features: Outlook integration and Einstein Activity Capture.
Available: Lightning Experience and Salesforce Classic Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited and Developer editions.
Updates in Cadencies
- Cadence’s wait step will be phased out in winter 2024 and will be replaced by more precise step timing (Step Timing) (More information)
- Supervisors currently have the opportunity to speed up the management of Cadence tasks through automation (More information)
Available: Lightning Experience Enterprise, Performance, and Unlimited editions in Sales Cloud
Use Lightning WebSecurity in Aura Sites (Generally Available)
Lightning Web Security (LWS) is now generally available for Aura components. LWS is a new security architecture that is replacing Lightning Locker.
Available: Lightning Experience and Salesforce Classic Enterprise, Performance, Unlimited and Developer editions on Aura pages
How and why: Setup – Session Settings – Use Lightning Web Security for Lightning web components and Aura components. This setting specifies that the whole org uses LWS instead of Lightning Locker. The setting has an effect specifically on Aura pages, because when LWS is activated at the org level, it replaces Lightning Locker at the page level, so when the user activates Lightning Locking on his Aura page in Experience Builder, he actually activates LWS.
Note: Lightning Web Runtime (LWR) pages have an LWS instance, so they are not affected by org-level LWS settings. That is, if the user blocks Lightning Locker from the LWR page, the LWS instance of the page is blocked, even if LWS is enabled at the org level.
Search for CRM Records in LWR Sites (Generally Available)
On the LWR pages, it is now possible to search for CRM objects, such as Case, Account, Lead and Opportunity objects. Filtering and organizing search results is also possible. In addition, the No Result image and titles on the search page can be customized.
Available: Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited and Developer editions on LWS pages.
How: Make a standard search page and add a Results Layout component to it. Select a CRM object from the Results Search field and select which objects you want to include in the search. Once the page is published, the search functionality is available.
Create Component Visibility Rules in Experience Builder (Generally Available)
Expression Based Visibility, now generally available, enables the visibility settings of individual components to be modified according to specified conditions. From the new Visibility tab found in the component property panel, you can define rules and set them based on the User object or Profile fields. Create rules for individual components and fields with User and Product objects to display components at the right time, to the right users.
Available: Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited and Developer editions on the LWR pages.
In general, a lot of new components for LWR-type sites
There are a lot of new components for LWR-type pages that you can explore in more detail Salesforce Release Notes Summer ‘23.
Enable Salesforce Edge Network for Your Domain
Salesforce Edge Network will be available in stages starting with the Summer ’23 version. Salesforce Edge Network is a network technology that improves the web user experience, provides better content quality and faster load times, no matter where users are. This is done by redirecting requests to the nearest Salesforce location where the Salesforce Edge Network is available. A number of services are delivered through it, e.g. TLS termination, persistent cache and TCP optimizations. Prepare for the move by reviewing the new routing settings on the My Domain Setup page. End users are not affected by this change (except as a better user experience)
Required actions: Admin receives a notification about the upcoming enablement 60-90 days in advance and within 7 days after the enablement has taken place. You can transfer the enablement via My Domain and disable the Salesforce Edge Network within 7 days after the enablement has taken place. However, after the transfer, you can manually enable if you want to make sure it happens outside of peak hours. To transfer the enablement, enter “My Domain” in the Setup Quick Find Box. In the settings routing settings, click Edit and uncheck Enable Salesforce Edge Network as part of the scheduled rollout. Save. Do the same procedure for each organization where you want to transfer the enablement. If you want to enable it manually, you can find the instructions in this link: Enable Salesforce Edge Network for Your Domain
Available: Lightning Experience and Salesforce Classic in Group, Essentials, Professional, Enterprise, Performance, Unlimited and Developer editions.
Log my domain hostname redirections
In a certain situation, this update disables the Log redirections option in the My Domain settings, even if it was previously enabled.
Required actions: If you have enabled Log redirections in the My Domain settings in Spring 23 or earlier versions, then in order to continue receiving event log files, you must update the Event Monitoring setting. In Setup, type “Event Monitoring” in the Quick Find box, select Event Monitoring Settings, and turn on Generate event log files.
Available: Lightning Experience and Salesforce Classic Group, Essentials, Professional, Enterprise, Performance and Unlimited editions, except for Event Monitoring add-on subscribers. Also, Developer and Trial versions.
Identify the Origin of Requests to Previous My Domain URLs
Whether your My Domain urls changed with enhanced domains or because you changed the name of My Domain, updating old references is easier with the help of new log fields.
Available: Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited and Developer editions. The “Hostname Redirects” event is available in the API but not in the Event Monitoring Analytics application. The log event is free for all customers with a 24-hour data retention period.
Let Guests Shop in Your B2B Store
If you have built your B2B online store on the LWR template, you can now let visitors make purchases.
Available: B2B Commerce and D2C Commerce Enterprise, Unlimited and Developer editions.
How: Enable “Guest Buyer profile” on the Administration page and Customize the visitor experience. If you turn on “Guest Checkout access”, make sure you add the Guest Contact Inofmration component to the Checkout tab in the Expereince Builder. It is recommended to give ownership of the guest record to a user with a Commerce Business User Profile.
Create Customer Experiences Based on Market Locale
In the future, customers from different countries can be served from one online store with the help of customer segmentation by country. So it is no longer necessary to set up a separate online store for each country in B2B Commerce. When customers do business in a B2B or B2C store, they can choose which locale they want to use. Based on the selection, the market area’s own prices and discounts are displayed in the store. You can also define “entitlements” by market area.
Available: B2B Commerce and D2C Commerce Enterprise, Unlimited Developer versions.
Procedures: On the store’s home page, select Administration | General Settings | Markets.
Localization of offers and customer-specific limiting or bundling
The offers and the texts they contain can be localized for all languages used in the online store. In addition to this, the offers can be limited in the future based on whether the customer is entitled to only one exclusive offer or to several simultaneous offers.
Available: B2B Commerce and D2C Commerce Enterprise, Unlimited and Developer editions.
How: When creating an offer, select “Exclusivity type”.
Easily manage extensions
In the latest Salesforce B2B Commerce release, it is easier to replace and extend the default functionality of Commerce, for example related to product pricing logic, with customized Apex classes through the new Extensions view. In addition, the further developed Salesforce Payments payment method integration is generally available in the latest Salesforce B2B Commerce version, so it does not need to be separately installed in the Salesforce environment.
Enhance or replace Salesforce Commerce functionality with Apex classes using the new Extensions dashboard. For example, the standard price book that Salesforce uses by default can be replaced by selecting the apex category to be used instead.
Available: B2B Commerce and D2C Commerce Enterprise, Unlimited and Developer editions.
How: On the store’s home page, select Administration | Extensions.
Salesforce Payments generally available
No more need for third-party payment apps. The further developed Salesforce payments offers several different payment options and direct integration with Salesforce. Read more here.
Available: B2B Commerce and D2C Commerce Enterprise, Unlimited and Developer editions. Requires Salesforce Payments license and use of LWR template.
How: On the store’s Administration page, select Salesforce Payments as the payment provider. Add the Salesforce Payments component to the Checkout page in Experience Builder. Finally, Customize the Saved Payment Methods page and add it to the Navigation List Menu
Assign the New Salesforce Integration User License to Grant API Only Access
Addendum to Release Notes.
Having a different user for each integration limits the visibility and use of these users’ data, giving you better control over operations and better traceability of the transactions made. This user license allows organizations with multiple integrations to more easily follow the best practice of one user per integration. A Salesforce Integration user license gives the user access to Salesforce data and features only through the API.
Available: At least one Salesforce Integration user license is available in all Enterprise, Unlimited, Performance and Developer versions. Additional licenses are available for purchase for these versions.
When: This license was announced at the Salesforce Developer conference, TrailblazerDX, March 7-8, 2023 and will be available after March 14, 2023.
How: Assign a Salesforce Integration user license to a new or existing user assigned to the integration. Also enter the Salesforce API Only System Integrations profile to make sure the API is enabled and the user is limited to working with Salesforce via the API. Use the Salesforce Integration API permission set license to extend or restrict object permissions for specific users. This user license is designed for system-to-system integrations. It is not recommended to be used to access Salesforce data for human users. To get more information about the user license and to know what permissions are available when the user license is granted, read more here: Salesforce Help: Give Integration Users API Only Access.
Development
Generally available
Lightning Web Component
- Use Lightning Web Security for Lightning Web Components and Aura Components
- Synchronize Component Data Without a Page Refresh Using RefreshView API
- Enable Third-Party integrations with Light DOM
Beta
Lightning Web Component
Apex
Updates in Pardot (Marketing Cloud Account Engament)
Trigger an External Action After a Prospect Engagement
Now you can trigger an external action on any Account Engagement asset that has a Completion Action option. For example, after a potential customer has filled out the registration form, you can register them for a webinar. Or you can send an SMS when a prospect clicks on a Custom Redirect link, or you can send a notification to your sales team when a prospect visits your pricing page.
Available: Account Engagement Growth, Plus, Advanced and Premium versions.
Use a New Opted Out Field Status
As a result of customer feedback, you can now use “use the most recently updated field value/use the most recently updated record” as a source for the Opted Out field. You can also choose either Salesforce or Account Engagement as the main data source to use. Earlier, in the spring ’23 publication, it was required to choose one of the two systems as the main source. Salesforce environments created after 10/18/2023 use Account Engagement by default.
Available: This change applies to all versions of Account Engagement
How: Edit the default prospect Opted Out field in the settings and select the desired option from the Sync Behavior drop-down menu. After selection, “use the most recently updated field value/use the most recently updated record” is no longer available.
Account Engagement Trust Site is Moving
The Account Engagement status site trust.pardot.com has moved to status.salesforce.com as of May 1, 2023. Add a new location to your opt-in lists.
Updates in Mobile
Give your Mobile users the Dynamic Forms Experience (Beta)
With dynamic forms, you can add and remove fields individually from the page and distribute information into separate entities. Visibility rules can also be set dynamically for dynamic forms. This feature was previously only available in the Deskop version of Salesforce, but now dynamic forms are available on mobile.
Available: Group, Professional, Enterprise, Performance, Unlimited and Developer editions of Lightning Experience
Required actions: Dynamic forms in use with the object and the setting mentioned in the picture on
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