The second installment of Salesforce’s 2023 releases provides some great eye candy for DevOps pros. From new admin features to user enhancements and the anticipated Flow updates, a lot is covered in the nearly 700-page Salesforce Summer ‘23 release. Let’s break down the highlights of some appealing features, why these updates will save all Salesforce users time and energy and explore key details of the impending transition to Flows.

First, we’ll break down notable updates from this release that will save you time, help DevOps teams automate faster and enhance the experience for both you and your customers.

Step 1 of 7

14%

Which of the following best describes how you currently monitor and manage systems across your hybrid cloud environment?(Required)

Multiple separate tools for different environments

Multiple separate tools for different monitoring and management functions

Single consolidated dashboard

Custom built monitoring and management solution

No full monitoring and management solution

Don’t know

How valuable would it be for your monitoring and management solution to incorporate predictive analytics to help you identify and address system issues that are critical and not waste time or effort working through all the data and “noise” that is not critical?(Required)

Extremely valuable

Moderately valuable

Somewhat valuable

Slightly valuable

Not valuable

How do you most typically address potential system issues BEFORE they impact your operations?(Required)

Automated workflows and playbooks to remediate potential issues as soon as they are detected

An orchestrated response process that leverages automation, AI, and human expertise to rapidly respond to potential issues

Advanced monitoring tools such as predictive analytics and anomaly detection to proactively identify and address potential issues

Respond to issues as they arise, using manual processes and troubleshooting techniques

A combination of automated remediation, orchestrated response, and/or proactive monitoring to address potential system issues

Don’t know

Other

What methods does your organization use to control and monitor cloud/IT spending?(Required)

Centralized procurement processes

Pre-approved budget thresholds

Automated cost monitoring tools

Department-level spending controls

Regular cost audits and reviews

Cloud cost optimization platform

Approval workflows for resource provisioning

Native financial operations tools provided by the cloud provider

No formal controls in place

Don’t know

Other

Please specify:

Which methods do you rely on most to detect security vulnerabilities in your systems?(Required)

Automated scanning tools

Manual assessments

Vendor notifications

Threat modeling (for early detection)

None of these

Don’t know

Other

Please specify:

What are the TWO most common ways you prioritize vulnerabilities to address within your environment?(Required)

Based on potential impact

Based on exploitability

Regulatory compliance requirements

Based on CVSS scores

Risk-based analysis of multiple factors

First-in-first-out approach

No formal prioritization process

Don’t know

How do you typically handle system updates and security patches?(Required)

Automated updates and patches

Manually review and apply updates and patches on a regular schedule

A combination of automation and manual review

Apply updates and patches on an as-needed basis.

Outsourced update and patch management

No defined process

Don’t know

Other

Δ

User Enhancements

There are lots of great adjustments to some tools we know you’ve been waiting for and some we hope will be made available to all users.

● Mass Quick Actions on Related Lists: This is a beta feature that you can opt-in to try. You can now add and update records directly from a related list—a time and tab saver! This feature has been requested many times and will decrease the need for custom-built interfaces. For instance, if you’re on an Account and want to edit the related Contacts, you can add, edit or mass update directly from the Account screen. This saves clicks and stops new tabs from opening and losing your spot, etc. Allowing users to update in bulk is a major win!

● Einstein Search: Advance your search capabilities by having additional field types to search within, such as picklist, which were not previously searchable. For example, if you have a picklist field on Contact, you can search for one of the values and any records with that selected value will appear. Users will get more relevant results in their search. This new enhancement is in beta, so we’d highly suggest opting in to give it a test drive.

● Lightning reports and dashboards improvements, including:

Enhanced reports and dashboards with images and text descriptions let you add visualizations to your dashboards with company logos, helpful imagery or clarifying text. Explain exactly what the Dashboard is providing with helpful messaging or encourage the sales team with positive feedback about their work. This will not only better guide end users throughout the dashboard but will also increase engagement and personalization.

Additional dashboard filters permitted: Dashboard filter allowance jumped from 3 to 5, making dashboards more configurable and customizable for different views and end users.

A new ‘post to Slack’ option on dashboards: share analytics across your Slack workspaces so your colleagues can view, share, and subscribe to dashboard details and view in real-time.

Note: While all of these improvements to reports and dashboards are amazing features, they are only available to unlimited edition users. We hope Salesforce will trickle this down to enterprise users soon.

● MFA auto-enablement continues: Unless you’re using a single sign-on (SSO) solution like Okta, Salesforce mandates the use of multifactor authentication (MFA). Hard enforcement is coming by spring 2024 when Salesforce initiates a full rollout, so we’d suggest getting ahead of it by implementing this now.

Flows

With the forthcoming transition to Flows, we find that the more Salesforce does with Flows, the better. In general, it gives users better tools to deliver to customers and offers better experiences overall. These Flow Builder updates are key:

● Send API callouts without using code (this is in beta). This is like having Postman-like capabilities right in Flow!

● Create screens that react to changes from other components on the same screen. This is huge, since you can’t create reactive screens in Flows right now. Workflow optimization is all about reducing clicks, which users can now achieve with reactive forms (this is also in beta).

● Log emails and use email templates with the ‘Send Email’ action. This was rigid before, as users had to pull in their own templates or make very basic emails in Flows. This is a basic but hugely helpful upgrade.

Honorable Mentions

• The new Undo field change feature: A lot of you have been waiting for this (ourselves included) since there is no such thing as “undo” in Salesforce … until now!
• New Salesforce connect adapter for GraphQL: Developers and system architects will be happy to see this feature that allows you to access your external data by connecting to AWS Aurora via GraphQL queries from Salesforce as if the data were native. This saves you from having to copy and store your external data in Salesforce with complicated syncs.

We’re all always hunting for ways to save time and simplify processes. Once again, Salesforce delivered with the Summer ‘23 release. Fewer clicks, bulk actions and more sharing and collaboration capabilities. And this one has a little bit of excitement for everyone–admins, developers and end users.

The best thing you can do is to experiment with ways to optimize. There’s a lot in beta, so roll your sleeves up and dig in! Happy summer!