Salesforce Summer ’23 Release: Analytics

The Salesforce Summer ’23 Release notes have arrived! The latest update for Analytics introduces many new features and improvements. From unifying all your analytics in the updated Analytics home to improving recommendations with Decision Optimization, these features will take your analytics to the next level. Keep reading to learn more about the top updates for Salesforce Analytics in the Summer ’23 Release.

Unify All Your Analytics in the Analytics Home (Generally Available)

Rather than managing analytics scattered across different tools, find what you need in the updated Analytics home. This personalized environment for CRM Analytics and reports and dashboards organizes all your content in a cohesive and intelligent experience. Go to See Also to learn more about the reimagined Analytics home for CRM Analytics and reports and dashboards.

Post Lightning Dashboards with CRM Analytics for Slack

Share analytics with colleagues across your Slack workspaces and channels. Recipients can view dashboard details, share, subscribe, view a real-time snapshot of the dashboard, and quickly open the dashboard in Salesforce.

Enhance Your Visualizations with Images, Rich Text, and Dashboard Widgets

Explain Lightning dashboard charts, describe metrics and KPIs, and clarify tables with rich text right where users need it. Add company logos and branding, flow diagrams, and embedded images. Guide users through their data with section titles, narrative text, and even animated GIFs. Components are now called widgets in Unlimited Edition. Dashboards now support up to 25 widgets, including a maximum of 20 charts and tables, 2 images, and 25 rich text widgets. The previous limit was 20 in total.

Focus Your View with More Dashboard Filters

Save time and effort and reduce dashboard redundancy. No more cloning dashboards for different teams and business units. Refine and target your dashboard data with up to five filters on Lightning dashboards. The previous limit was three filters.

Improve Recommendations with Decision Optimization (Beta)

Control Einstein’s suggested improvements by incorporating your business rules, objectives, and constraints to ensure that the recommendations are relevant, feasible, and aligned with the big picture. For example, send field service reps to improve customer satisfaction while limiting the number of appointments. Or, focus your sales reps on maximizing revenue and not just their win rate by optimizing for opportunity amount and suggesting actions within time limits and budget constraints.

Learn More about the Salesforce Summer ’23 Release Notes

If you want to learn more about the exciting new features of the Salesforce Summer ’23 Release for Analytics, don’t hesitate to contact us and we’ll be happy to provide you with all the information you need.

About Corrao Group

As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. We’ve worked with nearly 1,100+ customers, implementing, customizing, and optimizing over 2,150+ Salesforce projects. We are proud to be on the Consumer Goods Cloud Partner Advisory Board and Salesforce Managed Service Board, in addition to being the exclusive US launch partner of the Salesforce Trade Promotion Management (TPM) Pilot. If you want to learn more about how Corrao Group can help your company, read our reviews on G2!


Salesforce Summer ’23 Release: Analytics


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