Salesforce tips, techniques, and news.
Cozy up by the fireplace with a nice blanket and a cup of hot cocoa; Salesforce's Winter '23 update is as cool as ice! This release is packed with innovative content ready to be used within your Salesforce organization. We discuss some of our favorite new features coming in Winter '23. Here are a few of the most exciting highlights from the release:
Salesforce's Dynamic Forms allow the creation of user-centric page layouts that display the right amount of information, foregoing the necessity for multiple page layouts and separate profiles.
OmniStudio provides a modular suite of services, task-based components, data model objects, and other reusable industry-specific solutions. You can create guided interactions and complex processes using data from Salesforce and external sources.
A few key similarities between OmniScripts and Screen Flows are as follows: they both create guided interactions with branching logic, can read/write Salesforce data, can call Apex classes and custom LWCs, may be embedded in 3rd party web pages, are responsive, and more. OmniScripts stands out with custom stylesheet support, dynamic LWC screens, Google Analytics integration, and low code API consumption.
As a rule of thumb, OmniScripts should be used for external personas and industry use cases, while Screen Flows should be used for employee-facing use cases.
The OmniStudio User user license's standard permission set is now part of the Admin user license, creating one primary OmniStudio user license.
OmniStudio for Vlocity
After migrating custom objects to standard objects, edit the standard object versions of migrated OmniStudio content.
OmniStudio and OmniStudio for Vlocity
Create different versions of a DataRaptor by enabling DataRaptor Versioning and OmniStudio Metadata in OmniStudio Settings.
Need to look at a specific attribute and single out the data you want to study? Now your sales team can filter forecasts by numbers, currencies, picklist fields, and custom fields. When you create a forecast type in the setup flow, select standard and custom fields to filter by. You can add up to three conditions and use the AND operator.
Service organizations are given the tools required to collaborate at scale with experts, solve customer issues, and report on Swarming participation and impact. Agents can involve other experts and seamlessly log collaboration, participation, and ownership, as well as save time and increase customer satisfaction through a more efficient service model. The Service Cloud for Slack app, now generally available, includes some enhancements since the beta release.
The enhanced setup page is sure to get your team swarming. You can give users access to objects, set up your Service Console, and configure flows. If Slack is your primarily collaboration tool, the setup brings you to the new unified Salesforce for Slack Apps setup.
Creating a swarm is easy! Save time adding swarm members one by one with the ability to select multiple users by name and add them all at once.
Keep your teams productive with swarm and swarm member records that close when a related case or incident is closed.
Override the default swarm record name with a name that is specific to your needs or naming conventions. Your teams can more easily identify the swarm’s purpose from the case or incident list view, especially if a record has multiple ongoing swarms.
The Swarm Member Name field is now called Swarm Member Description; users will more easily understand that they can include information about the swarm member or swarm and not reenter the user’s name.
You can use the Service Cloud for Slack app to swarm on customer issues directly from Slack.
Clicks, not code! With partial deployment, you don't simultaneously finalize and deploy all of your updates; rather, each update is moved from the test environment to production at its own pace. Create an outbound change set, add the new component type, select only the updated components, and deploy.
Using Direct Report Queries, you can access and interact with all your analytics in a single, consistent space:
Taking the most recent work order completion date into account, you can now create recurring work orders on a floating schedule; work orders completed ahead or behind schedule generate another work order based on the recurrence cadence. This is in contrast to fixed schedules wherein work orders are scheduled at exact intervals determined by the work order start date.
Waiting on a shopper to place an order? Service agents can now directly place orders on behalf of shoppers through a streamlined process using a sequence of API endpoints.
With Service Console Manufacturing, you can empower your customer service representatives to deliver a smooth service experience and increase customer satisfaction. On a single screen, CSRs manage end-to-end service interactions and can verify a customer's identity, view a timeline of interactions with them, and find information about related orders, assets, and cases. They can also search for knowledge articles, receive alerts for record changes, take contextual actions, and capture interaction details.
With the Winter 23' release, Salesforce introduces many new and improved features that showcase a commitment to continuous growth and advancement as well as serve to refine their user experience. If you'd like to learn more about these updates or any of the others included in the release, please check out the official release notes. If you have any questions about Salesforce or want to see any of the implementations in your own Salesforce organization, contact DB Services!
Need help with your Salesforce digital transformation? Contact us to discuss Salesforce consulting, implementation, development, and support!
Jeremiah is a Certified Salesforce Architect and Consultant who has been with DB Services since 2007. A Purdue University graduate, Jeremiah earned dual bachelors in Chemistry and Philosophy. His educational background and natural smarts gives him the ability to be successful both in the trenches of scripts as well as in collaboration with co-workers and clients. A rarity, indeed.