The latest release works harder to help organizations augment volumes, reduce costs, and create efficiencies.
These release notes offer brief, high-level descriptions of enhancements and new features. Included are setup information, tips to help get started, and best practices to ensure continued success.
How to Get Ready for the New Salesforce Release
Learn about new features and enhancements that affect your Salesforce experience overall. Reading the release notes is a great step in preparing for the release. These other resources help get you and your users ready for these new features and adjustments.
When These New Salesforce Features Become Available
Some features in Winter ’23 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
Supported Browsers
Salesforce made some changes to supported browsers documentation, making it easier to find what you need. Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.
Salesforce Analytics
Browse and subscribe to Lightning reports and dashboards in Slack, and demystify report creation with custom report type details. Speed up data preparation with data templates, save time with ready-to-deploy Customer Insights Service and Case dashboards, and embed multiclass predictions in a dataset during data prep.
Salesforce Commerce
Commerce Cloud enhancements include new and updated features for B2B and B2B2C Commerce, Omnichannel Inventory, Salesforce Order Management, and Salesforce Payments.
Customer Data Platform (formerly Salesforce CDP)
Customer Data Platform, formerly known as Salesforce CDP, helps you create a single source of truth (SSOT) so you can get to know your customers and engage with relevance. Admins can use the CRM Analytics dashboards to augment your analysis without moving the data from Customer Data Platform.
Customizations
Make your account, contact, and opportunity Lightning pages more robust and flexible with Dynamic Forms. Use the Salesforce Connect adapter for Amazon Athena, now generally available, to access Athena’s capability to run queries against data directly in Amazon S3. Improve address data accuracy and provide a better user experience with Custom Address Fields, now generally available.
Deployment of Salesforce
Send customizations from one org to another by adding these components to change sets.
Development
Whether you’re using Lightning components, Visualforce, Apex, or APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.
Salesforce Einstein
Make it easier for service agents to find knowledge articles with Einstein Search for Knowledge, now generally available. Use live Snowflake data with your Einstein Discovery models and enjoy a more flexible source of truth. Ramp up quickly with new learning maps for Einstein Bots and Einstein Prediction Builder, plus a new welcome experience for Einstein Conversation Insights managers and reps. Customizable dashboards help you show the value of your Einstein Article Recommendations and Einstein Reply Recommendations setups.
Salesforce Enablement and Guidance
Deliver enablement programs focused on improving revenue outcomes for your company. Guide users to curated resources that can help them excel. Bring learning, career growth, skills development, and business-critical job performance to your users where they work in Salesforce.
Salesforce Experience Cloud
Discover a more flexible way to work with enhanced LWR sites and CMS workspaces, now generally available. Search across content, partially deploy a site, enjoy updated content management options, and more, all on one unified platform. Create branded mobile apps in your LWR sites and use improved navigation settings in Mobile Publisher. Unlock better site performance with enhanced domains, Apex caching, and micro-batching.
Salesforce Field Service
Manage assets more intelligently by planning maintenance based on usage or real-world elapsed time between maintenance visits. Smoothly track inventory movement with enhanced serialized products. Check under the hood in the Optimization Hub, with insights such as how your response times and resource utilization improved. Upgrade your scheduling capabilities by creating complex work dependencies and retrieving available appointment times more quickly. Showcase your brand’s personality in customized Appointment Assistant messages to your customers. Improve your service by asking for a reason when customers cancel appointments. Envision a custom mobile app for your business, then make it happen with Lightning web components (Beta). And it’s easier than ever to use the mobile app with optimized image uploads, deep links to quick actions, and a unified view of the schedule.
Salesforce Hyperforce
Hyperforce is the trusted foundation of the Salesforce Customer Engagement Platform.With Hyperforce, you can scale globally while meeting local compliance regulations on a foundation of security, privacy, and agility.
Salesforce Industries
Accelerate productivity and drive customer success with Automotive Cloud, launching as generally available this release. Gain critical insights into your company’s carbon footprint with Net Zero Cloud. Build stronger relationships with partner visits and the Service Console for Manufacturing. Get started quickly with more guided setups in Financial Services Cloud. Public Sector Solutions offers composable case management to help caseworkers deliver custom services that result in successful outcomes for individuals and families.
Salesforce Marketing Cloud
Marketing Cloud is the premier platform for delighting customers with 1:1 customer journeys. It enables you to build a single view of your customer, leveraging data from any source. Plan and optimize unique customer journeys based on your business objectives. Deliver personalized content across every channel and device at precisely the right time. Measure the impact of each interaction on your business so that you can optimize your approach in real time and deliver better results.
Marketing Cloud Account Engagement
You can now take action on prospects in third-party applications via Engagement Studio programs. Plus, you have the option to run a full sync on your prospect database and you can now grant users access to most of the Account Engagement Lightning app with new permission set licensing.
Salesforce Mobile App
The Salesforce Mobile App updates include the upcoming retirement of two tablet experiences, forecast types now grouped by territory hierarchy, and a beta to optimize viewing mobile reports. In enhanced LWR Experience Cloud sites, custom Lightning Web Components can now have different integer property values. Mobile Publisher now has a beta to support Lightning Web Runtime (LWR) Sites for Experience Cloud, ease of configuration for navigation settings, and a kiosk mode for barcode scanner.
Salesforce CPQ Revenue
Use Subscription Management to sell more subscriptions, quote prices, and manage collections. Salesforce CPQ updates improve security and performance.
Salesforce Sales Engagement
Ensure efficient sales coverage when you assign leads to territories. Empower your enablement team to accelerate business outcomes with Enablement Programs. Give Einstein Conversation Insights users a great start with a new in-app welcome experience. Integrate flows with Sales Engagement cadences. And expand sales efforts into international markets with Salesforce Maps.
Salesforce CMS
Enhanced CMS workspaces are now generally available.
Salesforce Flow
New capabilities in Flow make it easier to get work done while seamlessly delivering experiences that engage customers. With that in mind, Einstein Automate is now Salesforce Flow. Compose intelligent workflows with Flow Builder, OmniStudio, and Flow Orchestration. Integrate across any system with Flow Integration.
Salesforce for Slack Integrations
Use Slack and Salesforce together to connect with customers, track progress, collaborate seamlessly, and deliver team success from anywhere.
Salesforce Security, Identity, Privacy
Help your users do their jobs safely with a range of new options and security tools. Enhanced Domains enforcement begins. The Auto-Enable Multi-Factor Authentication (MFA) release update is available for orgs with fewer than 100 active users. Fine-tune how you manage consent preferences with Preference Manager, now generally available. Access even more event log file types with Event Monitoring, more security setting details with Security Center, and a host of other security enhancements.
Salesforce Service Cloud
Deliver efficient, flexible service with an expanded set of Service Cloud features. Tackle customer issues as a team directly from Slack with the Service Cloud for Slack app. Enhance the Messaging for In-App and Web experience with an emoji keyboard and estimated wait time. Quantify the value of your Einstein setup with a customizable dashboard for Article Recommendations and Reply Recommendations. Include encrypted fields when you build your Case Classification model. Learn to build, launch, and extend bots in the new Learning Map. And more!
Salesforce & Work.com
Prepare your business, employees, and facilities. Respond to major events, such as the current COVID-19 crisis, with the apps and services in Work.com.
Other Salesforce Products and Services
Get the latest information on features from Customer Success Group, Heroku, IdeaExchange, and Trailhead GO.
Salesforce Legal Documentation
Salesforce made seasonal updates to Salesforce Legal Documents.
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