Top 10 Salesforce Summer ’23 Features For Admins

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July 27, 2023
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Salesforce Summer' 23 Release

Salesforce, the world’s leading customer relationship management (CRM) platform, consistently delivers innovative updates to enhance user experiences and improve business efficiency. With the arrival of the Summer ’23 release, Salesforce has introduced a range of exciting features tailored specifically for admins. These enhancements empower administrators to streamline processes, automate tasks, and optimize the platform’s capabilities. In this blog post, we’ll explore the top 10 Salesforce Summer ’23 features that will empower admins to take their organization’s Salesforce instance to new heights.

1. Dynamic Forms Enhancements:
Dynamic Forms, first introduced in the previous release, allows admins to create more flexible and dynamic page layouts. The Summer ’23 update brings further improvements, enabling admins to control field visibility based on specific conditions and user attributes. This enhancement gives admins greater control over the user experience and ensures a more personalized interface for each user.

2. Flow Enhancements:
Salesforce Flow continues to be a powerful tool for process automation and customization. With the Summer ’23 release, admins gain access to new functionalities, such as the ability to pause and resume flows based on time or external events. This feature is particularly useful in complex automation scenarios and provides admins with more control over the flow’s execution.

3. MuleSoft Composer Integration:
The Summer ’23 release introduces seamless integration with MuleSoft Composer, enabling admins to build integrations and automations without writing a single line of code. Now, admins can effortlessly connect Salesforce with other apps and systems, creating a more connected and unified ecosystem.

4. Enhanced Permission Set Group Assignments:
Admins can now assign permission set groups to users through related records, saving time and effort when managing complex permission structures. This enhancement simplifies the assignment process and ensures users have the appropriate access to data and functionalities.

5. New AI-Driven Analytics Features:
Salesforce continues to invest in AI-powered analytics capabilities. The Summer ’23 update introduces features like “Ask Data in Dashboard,” which enables admins to embed natural language processing directly into dashboards, allowing users to ask questions and receive instant data-driven answers.

6. Enhanced Duplicate Detection:
Duplicate data can be a significant challenge for any CRM platform. Salesforce Summer ’23 brings improved duplicate detection tools, empowering admins to better manage and maintain data integrity. With customizable rules and advanced matching algorithms, admins can identify and resolve duplicates more efficiently.

7. Advanced Record Access Management:
Admins can now implement record access management based on criteria such as user location or IP address. This enhancement enables organizations to comply with regional data privacy regulations and create more robust security measures.

8. Automated Deployment of Customizations:
With the new release, admins can automatically deploy their customizations across different environments. This feature streamlines the deployment process, reducing the risk of errors and ensuring consistency throughout the Salesforce instance.

9. Platform Events for Standard Objects:
Platform events are a powerful way to integrate applications and systems with Salesforce. Now, admins can use platform events with standard objects, opening up new possibilities for automation and data synchronization across the platform.

10. Improved In-App Guidance Builder:
The In-App Guidance Builder now supports dynamic and conditional prompts. Admins can create personalized, context-aware guidance for users, leading to higher user adoption rates and more efficient onboarding experiences.

Conclusion:
The Salesforce Summer ’23 release brings an array of powerful features and enhancements designed specifically for admins. These capabilities offer greater flexibility, automation, and customization, enabling admins to create a more tailored and efficient CRM experience for their users. From dynamic page layouts to advanced analytics and automated deployments, admins can leverage these new features to drive business success and extract maximum value from their Salesforce investment. So, gear up to embrace these new features and take your organization’s Salesforce instance to new heights!

Reference Linkhttps://help.salesforce.com/s/articleView?id=release-notes.salesforce_release_notes.htm&release=244&type=5

 

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written By

Mohit Bansal

Salesforce Technical Architect | Lead | Salesforce Lightning & Integrations Expert | Pardot | 5X Salesforce Certified | App Publisher | Blogger

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