Ghanshyam Yadav

  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...

                                       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  

                                                   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

                                                         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

                                          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

                                   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

                                         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

                                  Calendar Home is now a Lightning Web Component Customer Need Limitations in the number of events viewed on the calendar existed, and the way events were displayed was difficult to navigate. Limitations in the Aura implementation of calendar prevented new features from being implemented effectively. Solution / How To Configure Navigate to Activity Settings in Setup and enable “Use Lightning Web Components for Calendar Home” to turn on the new Calendar experience. Use Case Calendar users get a view of up to 500 events on their schedule. Ability to quickly scan upcoming meetings with longer text and overlapping tiles.   Impact User productivity

                                                           Team Selling by Product Mix  Customer Need Sales organizations create multiple opportunities that represent the same deal in order to represent the deal by product mix, resulting in complex implementations. Solution / How To Configure Enable an Opportunity Product Split for an Opportunity Split type and add the Splits Component to Opportunity layouts. Use Case Sales users can define splits by product line item. Users can specify team members and their credit for each product in the deal. Flows and triggers can also be leveraged to create an opportunity product split. Impact Faster time to value Scalability in Opportunity implementations

Customer Need Organizations need a way to declaratively add Salesforce data to external systems to reduce the dependency on developers. Solution / How To Configure Create a reusable HTTP Callout action and use POST to perform a callout that adds resource to any HTTP-based API. To set Request Body, create resource and select Apex-defined type that parses the action’s Body. Then add an Assignment element, select the output variable from the previous step and map each body field. Use Case Add records to ext. system when products are added to Salesforce. Add leads and contacts to external marketing automation tool. Process a payment transaction through an ext payment gateway. Impact Reduce code Increase productivity

                                                         HTTP Callout GET method Customer Need Organizations need a way to declaratively automate Salesforce processes based on external system data to reduce the dependency on developers for integrations. Solution / How To Configure Create named credential to configure auth to the endpoint. From the Flow Action element, create a reusable HTTP Callout action. Use GET method to perform a callout that gets data from any HTTP-based API. Use output of action within your flow. Use Case Real-time currency exchange rates within a screen flow. Bring weather data onto a contact record. Perform a credit score lookup and update record with status. Impact Reduce code Increase productivity

                                                  Display maximum of 1500 items Customer Need A data table is an extensively used feature, which needs adequate performance while scrolling down the table. Solution / How To Configure We restricted Data Table to display 1500 records which ensures that the table remains responsive and fast. To improve the transparency and usability of the table, we started showing the number of items that are fetched and the number of items that the user selects from the large list of the Data Table. Use Case Examine many records without any performance degradation. Impact Improved performance - ~1.5 seconds to Search 25k records

                                         Incremental search using Choice Lookup Customer Need In the world of Screen Flows, organizations need a component that simplifies the process of selecting options from a long list. Solution / How To Configure Create a new component named “Choice Lookup” and construct different Resource Types using Configure Choices. At “Choice Lookup”, once you start typing in the component, results are fetched automatically. Use Case Viewing a large number of records that cannot be displayed in the dropdown Impact User experience and productivity

 Customer Need Easily grant or revoke user access to permission sets, permission set groups, permission set licenses, package licences, groups, and queues.   Solution / How To Configure Enable in user management settings. Once enabled you will be able to configure up to 20 User Access Policies in an active state or as many as needed for mass migration.  Use Case Identify users by attributes on the user record, user entitlements, or set an active user access policy to apply access when users are created or updated.   Impact Admin Efficiency

 Customer Need You can now delegate assignment of permission set groups through delegated admin! Solution / How To Configure Navigate to Setup, Delegated Administration, and see the new section for Assignable Permission Set Groups. Use Case User needs to be able to assign permission set groups without full admin rights. This limits which permission set groups they can assign. Impact Admin Efficiency

                                            Record Access and Sharing Improvements Customer Need Creating and adjusting sharing rules, modifying org-wide-defaults, changing record owners, adjusting roles, and more can take significant time - especially when performing annual sales realignments.  Solution / How To Configure For Case and Contact objects, enable this change through a release update. For the Opportunity object, contact Salesforce Support through a a feature activation case. Impact ~3x performance improvements observed in early testing (dependent on customer data shape and configuration). Youtube Video Demonstration Linkedin Article      Knowledge article

                              Set Field Level Security on Permission Sets instead of Profiles Customer Need Admins can now easily set FLS on permission sets during field creation or edit making it easier to use permission sets over profiles. Solution / How To Configure Setup -> User Management Settings -> Set FLS on Permission Sets Setup -> Object Manager -> Object -> Create New field Setup -> Object Manager -> Object -> Field -> Set Field Level Security Use Case Admins are using permission sets and permission set groups over profiles when they grant their users access to fields. This feature improves efficiency by avoiding needing to navigate to every permission set individually to set FLS.  Impact Admin Efficiency

                                                App Manager Enhancements Customer Need Admins often need to create custom apps for different departments and business units in their organizations with similar use cases. These apps may have a few differences but creating them from scratch can be time consuming and inefficient.  Solution / How To Configure Within the App Manager, select a custom app and click on the drop-down to Clone. Use Case Quickly clone apps and make changes like branding, form factor support, navigation style, utility bar as well as app assignments without having to start from the beginning. Value Proposition Admin productivity

                                    Align fields across columns on lightning pages Customer Need End-users want better visual experience on lightning pages with dynamic forms configured on it. This feature enables admins to configure horizontal alignment of fields across columns in a field section component. Solution / How To Configure Set “Align Fields Horizontally” attribute on Field Section component in the Lightning App Builder. Use Case Optionally align fields across columns in a field section component on lightning pages with dynamic forms. Impact Enhanced user experience Reference Link SFDC News

 Customer Need Admins currently have no way to add custom quick actions to the related list and need to add actions on the highlight panel which impacts user experience. Solution / How To Configure You can now use custom quick actions on the related lists and they will be able to configure custom quick actions both on Page Layout Editor and Dynamic Related List in App Builder. Only Create/Update Quick Actions are supported. Use Case Mass Create Quick Action directly from the Related List Mass Update Quick Action to update e.g. status of more than one case from the Account Related List Impact End user and admin productivity Feature is auto enabled and is in Beta for Summer ‘23 release Reference link SFDC News Channel