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Set Field-Level Security for a Field on Permission Sets Instead of Profiles (Generally Available)

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  When you create a field, set its field-level security on permission sets instead of profiles. Or, modify the field-level security for an existing field for all permission sets in Object Manager. This change makes it easier to follow the user access control best practice of using permission sets to manage your users’ permissions rather than profiles. This feature, now generally available, includes an enhancement so that you can see each permission set’s object permissions for the field’s object without leaving the page. Where:  This change applies to Lightning Experience and Salesforce Classic in all editions. How:  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 . Now, when you create a field, set field-level security on an existing field, or change a custom field’s type, you assign field-level security for permission set...
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CRM Analytics in Salesforce Mobile : Summer'23 Salesforce Release

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                                       Accessible analytics insights for on-the-go users Customer Need Ability to view Analytics assets in Salesforce Mobile Home screen. Solution A customizable CRM Analytics Card in the native Salesforce Mobile Home that can display a Collection, which will include Lightning Reports, Dashboards & CRM Analytics Content. Use Case On-the-go business user can quickly access their preferred analytics content right from Salesforce Mobile Home. Impact Immediate access to Analytics content on Mobile User productivity and efficiency  
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Real-Time keyword detection : Summer'23 Salesforce Release

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                                                   Service Cloud Voice enhancements Customer Need Ability to create signals based on keywords being uttered during a voice call. Solution / How To Configure Create a new rule and define the action that needs to be taken. Under “Trigger Type” you specify when the rule should be triggered, what action the rule can take, and what conversation channel it can be used on. Use Case Automatically record that customers uttered specific works such as “unsatisfied”, “unhappy”, “manager”. Impact Lower AHT, customer satisfaction
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Einstein GPT - Generative Responses : Summer'23 Salesforce Release

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                                                         Einstein GPT innovations Customer Need Agents need a faster way to reply to customer questions and want to spend their time adding value to the conversation, rather than writing or repeating the same response across customers. Solution / How To Configure Configure Messaging for In-app and Web and Einstein GPT Reply Recommendation component. Use Case Automatically generate/suggest responses to assist agents in a Messaging conversation with a customer. Impact Reduce Average Handle Time Increase CSAT
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Whatsapp Generally Available : Summer'23 Salesforce Release

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                                          Bring Einstein Bot experiences to Whatsapp Customer Need Enable more channels for Einstein Bots. Solution / How To Configure Create an enhanced WhatsApp channel. Then add the Route Workflow Action to an Omni-Channel flow to route conversations to and from an enhanced bot. Use Case Automate user queries and tasks with Bots in the Enhanced Whatsapp Channel. Impact Customer satisfaction
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Program Assignment Invocable Action : Summer'23 Salesforce Release

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                                   Invocable Action in Flow to dynamically assign Programs Customer Need Assign Enablement Users to Enablement Programs based on any criteria supported in Flow. Solution / How To Configure Users with the Manage Flows permissions can create “assign enablement program” actions in Flow builder . Use Case Automatically assign reps to Enablement onboarding programs based on their inclusion in a new group, account, opportunity. Impact User productivity
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Related List for Leads : Summer'23 Salesforce Release

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                                         See Users in Assigned Territories on Leads Customer Need Sales, service, and other supporting roles need to see who shares their Lead assignment in order to drive next best actions. Solution / How To Configure Add the related list “Users in Assigned Territories” to the Lead page layout. Use Case See valuable shared territory assignments on Leads and drive collaboration. Impact User productivity Collaboration
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