Author: John Carroll

The Salesforce Winter ’23 Release is here! We’ve gone through every page and highlighted key features our top 8 features!

Boost Agent Productivity With Einstein Search for Knowledge (Generally Available)

• • Now your service agents can find relevant articles faster and respond to customers more accurately for expedited case resolution. Einstein Search for Knowledge is now generally available.

Resolve Cases Quickly With Interactive Einstein Search Answers (Pilot)

• • Your agents can take immediate action by using Einstein Search Answers to extract the most relevant information from a knowledge article. The returned answers are just three lines so that agents can copy the answer and its internal link to their clipboard and then share it without leaving the page. Previously, agents opened the record page and then copied the URL and section of an article.

Track and Sort All Your Tasks With the To Do List

• • Now your users can see all the tasks assigned to them in one component that’s available throughout Salesforce. With the To Do List docked in the Utility Bar, users can see, sort, and organize all their tasks in a single actionable view. Users can apply labels to tasks in the To Do List to customize how they organize and prioritize them. Sales Engagement users can also see tasks from cadences.

Enhance More Object Record Pages With Dynamic Forms

• • You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with Dynamic Forms.

Create Custom Address Fields (Generally Available)

• • To improve address data accuracy and your users’ experience, create custom fields that mimic the behavior of standard address fields.

Access CRM Analytics with One Click

• • Explore and analyze your Customer Data Platform data in CRM Analytics with a single click. You can augment your analysis without moving the data from Customer Data Platform. In Customer Data Platform, select a data object, and click the new Explore in Analytics button to use the CRM Analytics dashboards.

Collaborate around data with Lightning Reports and Dashboards in Slack

• • Slack isn’t just for CRM Analytics anymore. Now all Salesforce users can browse, search, view, share, and subscribe to Lightning reports and dashboards using the CRM Analytics for Slack app. Teams can easily share reports and dashboards through scheduled subscriptions or posting to the team anytime. You can also run Einstein Discovery on Lightning reports and share the predictions and recommendations.

Work Smoothly with Improved Usability of Salesforce Desktop Site Forecasts

• • Sales reps and other forecast users can benefit from improved visualization and navigation on the forecasts page. Quota attainment percentages are shown as progress bars in the summary view. If a forecast value was adjusted and changed recently, you can see more information in a single popup, rather than two. To keep your time frame as a point of reference, the time period column is frozen as you scroll horizontally in summary view.

If you would like to learn more about the Salesforce Winter ’23 Release, please contact us.

Learn the latest Features:

Sales Cloud

Account Engagement

Salesforce experience

Reports and Dashboards

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce TPM Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources/Photos

Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes

The Salesforce Winter ’23 Release Notes are here! We’ve gone through every page and highlighted new features and enhancements for Sales Cloud.

Create Custom Calculated Forecast Columns to Reflect Your Business

• • You can tailor your forecasts to meet your business needs using up to five custom calculated columns per forecast type. For example, add custom columns for commit coverage or best-case-to-commit ratios. You can show, hide, and reorder most standard and custom columns on the forecasts page.

See Insights Related to Customer Objections

• • Sales reps and managers can now easily identify user objections made during calls with objection insights. Objections related to budget, authority, need, and timing are surfaced on video and voice records. They’re also visible on the activity timeline in relevant areas

Work Smoothly with Improved Usability of Salesforce Desktop Site Forecasts

• • Sales reps and other forecast users can benefit from improved visualization and navigation on the forecasts page. Quota attainment percentages are shown as progress bars in the summary view. If a forecast value was adjusted and changed recently, you can see more information in a single popup, rather than two. To keep your time frame as a point of reference, the time period column is frozen as you scroll horizontally in summary view.

Choose Custom Opportunity Fields to Include or Exclude from Your Forecasts

• • Now your sales team can filter by custom number, currency, and picklist fields for forecasts to pinpoint the data to study. Salesforce also improved your user experience by updating custom filter setup labels for readability.

Keep Deals Moving with Einstein Conversation Insights and Email Insights in Pipeline Inspection

• • Show sales teams a select group of Einstein Conversation Insights and Email Insights in Pipeline Inspection so they can dig deeper into customer interactions to keep deals on track. Insights also include suggested actions, such as viewing calls and email records.

Track and Sort All Your Tasks with the TO Do List

• • Now your users can see all the tasks assigned to them in one component that’s available throughout Salesforce. With the To Do List docked in the Utility Bar, Sales Engagement users can see, sort, and organize tasks from records or cadences in a single actionable view. Users can apply labels to tasks in the To Do List to customize how they organize and prioritize them.

View Territory-Based Forecast Types in the Salesforce Mobile App

• • Like in the Salesforce desktop site, you can see and use forecast types in the Salesforce mobile app that are grouped by territory hierarchy. For example, you can forecast opportunity revenue by territory. Previously, in the Salesforce mobile app, you could view forecast types grouped by user role only.

Assign Leads to Territories (Generally Available)

• • Ensure coverage for your sales teams’ prospects when you distribute leads among territories manually. You determine access levels for the leads in your reps’ territories.

Add Contacts to Cadences from Opportunities

• • Add opportunity contacts to cadences directly from opportunities and Pipeline Inspection. The opportunity is also automatically related to the contacts.

Create and Share Different Revenue Insights Apps to Meet Your Teams’ Needs

• • You can create multiple versions of the Revenue Insights app to match your sales organization structure. Team members can easily switch between versions in the Revenue Insights tab.

See Items That Need Attention on the Action Items Tab

• • The Follow Up tab was renamed to Action Items on voice and video call records. The tab includes a new Needs Attention subsection and continues to be your one-stop shop for follow-up items. Items include suggested actions, such as sending an email or creating a task.

If you would like to learn more about the Salesforce Winter ’23 Release and Sales, please contact us.

Learn the latest features for Account Engagement, the Salesforce experience, and Reports and Dashboards.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources/Photos

Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes

The Salesforce Winter ’23 Release Notes are here! We’ve gone through every page and highlighted new features and enhancements for Reports and Dashboards.

Reports and Dashboards in Slack

• • Take your reports and dashboards into Slack, with sharing, collaboration, and subscriptions right in the app. Demystify report creation with custom report type structural details before you start. Manage your experience better with contextual search and filters in Analytics Home

Review a Custom Report Type’s Structure During Report Creation

• • Not sure what custom report type to use when you create a report? You can now view the structure of available custom report types and choose the best one for your needs. The details panel shows the relationships between the joined objects, and tooltips explain the outcome of the joins.

Collaborate around data with Lightning Reports and Dashboards in Slack

• • Slack isn’t just for CRM Analytics anymore. Now all Salesforce users can browse, search, view, share, and subscribe to Lightning reports and dashboards using the CRM Analytics for Slack app. Teams can easily share reports and dashboards through scheduled subscriptions or posting to the team anytime. You can also run Einstein Discovery on Lightning reports and share the predictions and recommendations.

Subscribe to Lightning Reports and Dashboards Directly in Slack

• • Get reports and dashboards that you want to see regularly by subscribing for yourself and others in the CRM Analytics for Slack app. No need to go out to Salesforce to set up and import a subscription. You can subscribe to up to seven reports or dashboards in Slack. A subscription refreshes the report or dashboard on a schedule that you set and posts a snapshot of the item to you and your specified recipients in Slack.

\

Find Your Reports and Dashboards Faster in Analytics Home

• • Use new filtering and browsing capabilities to find and manage your Lightning reports and dashboards. Users now get an upgraded browsing experience with a series of filters to narrow search results and make it easier to manage analytics.

Filter Custom Report Types by Salesforce Fields (Beta)

• • Streamline report creation by finding custom report types that include specific standard or custom Salesforce fields. You can filter report types by up to 20 fields to ensure that the report contains the fields you need. For example, find the right report type to show which accounts bought which products by filtering on Account Name, Opportunity Name, and Product Model Number.

If you would like to learn more about the Salesforce Winter ’23 Release and Reports and Dashboards, please contact us.

Learn the latest features for Account Engagement and the Salesforce experience.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources/Photos

Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes

The Salesforce Winter ’23 Release Notes are here! We’ve gone through every page and highlighted new features and enhancements that affect your Salesforce experience overall.

General Enhancements

Be ready for Multi-Factor Authentication Auto-Enablement

• • The requirement to use multi-factor authentication (MFA) when accessing Salesforce products went into effect on February 1, 2022. All users must now use MFA when they log in to Salesforce, whether they’re logging in directly or using single sign-on (SSO). To help customers satisfy this requirement, in the first half of 2023, Salesforce is automatically enabling MFA for direct logins. In fall 2023, Salesforce is enforcing MFA by making it a permanent part of the Salesforce login process.

Keep Working with Tab-Focused Dialogs (Release Update)

• • This release update has been postponed indefinitely and not enforced in its present form. Don’t enable it.

Create Custom Address Fields (Generally Available)

• • To improve address data accuracy and your users’ experience, create custom fields that mimic the behavior of standard address fields.

Einstein Search

Boost Agent Productivity with Einstein Search for Knowledge

• • Now your service agents can find relevant articles faster and respond to customers more accurately for expedited case resolution. Einstein Search for Knowledge is now generally available.

Resolve Cases Quickly with Interactive Einstein Search Answers (Pilot)

• • Your agents can take immediate action by using Einstein Search Answers to extract the most relevant information from a knowledge article. The returned answers are just three lines so that agents can copy the answer and its internal link to their clipboard and then share it without leaving the page. Previously, agents opened the record page and then copied the URL and section of an article.

Salesforce Scheduler

Scheduling Recurring Shifts

• • Territory managers and service resources can now create shifts in recurring patterns, such as daily, weekly, or monthly. The recurrence period must be less than or equal to 120 days from the date that the recurrence period begins.

Connect with Customers from Anywhere

• • Provide service resources the flexibility to take appointments from anywhere by creating shifts with different engagement channels. An admin can create engagement channels, such as in-person, video, and phone, that service resources can add to their shifts and work types. Territory managers and service resources can define the availability of resources for these engagement channels by adding one or more engagement channels to a shift. Salesforce Scheduler shows service resources and available time slots based on the engagement channel that a user selects while creating an appointment.

Let Service Resources Add Multiple Topics to a Shift

• • Territory managers and service resources can define the availability of resources for multiple topics by adding one or more topics to a shift. Use Work Type Group to define topics. If the Salesforce Scheduler for Health Cloud option is enabled, then define topics by using Work Type. Salesforce Scheduler shows service resources and available time slots based on the topic that a user selects when creating an appointment.

If you would like to learn more about the Salesforce Winter ’23 Release, please contact us.

Consumer Goods Cloud Consultant Leader

Over the years, we have been using our experience to help digitally transform the consumer goods industry. As our main industry focus, we are proud to be on the Consumer Goods Cloud Partner Advisory Board, in addition to being the exclusive US launch partner of the Salesforce TPM Pilot.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,050+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. If you are interest d in learning more about how Corrao Group can help your company, read our reviews on G2!

Sources/Photos

Salesforce Winter ’23 Release Notes

salesforce_winter23_release_notes