Updated case routing using omnichannel flows: For cases generated via Email-to-Case the omnichannel flow determines assignment. Opportunities: You will be able to manage the visibility of the Push Count field (indicates how many times the closing date of an opportunity is postponed in a calendar month). Assign leads to territories (Territory Management) : possibility to assign leads between territories manually, assigning access levels for records by territory. In addition, there will be changes to the way forecasts are displayed in the quota fulfillment progress bars. There is also the ability to filter by custom fields to focus only on data that is critical to the business. Collaborative Forecasts : Custom calculated columns can now be used in forecasts. Users can apply tags to tasks in the To-Do List to customize how they organize and prioritize them.Īmong the specific features in the Salesforce Winter release ’23 for each cloud, we have: Sales Cloud You can also select several values and use one of the new buttons: Delete Selected, Deactivate Selected, Replace Selected or Activate Selectedįollow up and search for pending tasks (To do List)įrom the To-Do List located in the utility bar, Sales Engagement users can view, sort and organize tasks from records or cadences in a single view. Then from the configuration page of any custom field, you select the values you want to modify using the checkbox next to each pick list value. From the configuration, you have to activate the Advanced Pick List Value Management functionality. 
You can now delete, activate, deactivate or replace several pick list field values at the same time. You can then access each address stored in a custom address field, either as a structured composite data type or as individual address components. We’ve been asking for this new data type for a long time, and it’s now available: users will be able to register a custom address or they can use Google search to locate it.
Visibility rules are also included to show users only what they need. From Lightning App Builder, you can add field sections and individual fields, without having to work on the page layout. Dynamic Forms available in new standard objectsĭynamic forms are now available for accounts (including personal accounts), contacts and opportunities. Of all the new features included in this new update, the most attractive to the general public are listed below.
Those who have the opportunity to attend Dreamforce 22 will be able to attend a dedicated keynote where the new features of the Winter release ’23 will be shown live.
#SALESFORCE CRITICAL UPDATES UPDATE#
Follow up and search for pending tasks (To do List)Īlthough the update of production orgs will begin in September, it will not be until October 15 that the process of updating all the orgs, both production and sandboxes, will be completed. Dynamic Forms available in new standard objects. What are the key dates for this update?.
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