Posts

LWC Calendar : Summer'23 Salesforce Release

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                                  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

Opportunity Product Splits : Summer'23 Salesforce Release

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                                                           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

Post Data to External Systems (Open Beta): Summer'23 Salesforce Release

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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

Get External Data into Flow : Summer'23 Salesforce Release

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                                                         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

Data Table Enhancements : Summer'23 Salesforce Release

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                                                  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

Choice Lookup (now GA): Summer'23 Salesforce Release

                                         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

User Access Policies [Open Beta]: Summer'23 Salesforce Release

 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