Here are the top 4 updates for Salesforce Admins in 2023. Dynamic forms to personalized report filters, and more …
Here are highlights from article 2023 Salesforce Admin Updates: 4 Helpful Enhancements You Need to Know | Salesforce Ben
1. Permissions on Profiles are Retiring:
– Salesforce announced the end of life for permissions on profiles in January 2023.
– Retirement was originally planned for the Spring ’26 release but has been delayed.
– Salesforce recommends adopting a permission set led security model instead.
2. Flow Migration is Important:
– Workflow Rules and Process Builder processes have been retired, and new automations must be built in Flow.
– Only about 12% of declarative automation has been migrated to Flow, leaving a significant migration effort.
– The Migrate to Flow tool now supports the migration of Process Builder processes.
3. Dynamic Pages Enhance User Experience:
– Dynamic Forms have been extended to support hundreds of standard objects.
– Dynamic Forms are not available on objects that do not support Lighting Web Components.
– Dynamic Forms will be available for mobile starting with the Winter ’24 release.
– Dynamic related lists now include a View All link to see the full list of related records.
– Dynamic actions are now available for all standard objects, allowing users to make relevant choices based on their role and criteria.
4. The Future is AI:
– Artificial intelligence has been a focus for Salesforce in 2023.
– Einstein GPT was announced, allowing users to ask natural language prompts within Salesforce CRM.
– Einstein Copilot was also announced at Dreamforce ’23, providing AI-generated content that adapts to changing customer information and needs.
You can read it here: https://sfdc.blog/IEabS
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