Salesforce Winter'23 Release Updates: What's New?

Salesforce Winter’23 Release Updates: What’s New?

October 31, 2022 eye-glyph 78

The Salesforce Winter release 2023 includes hundreds of new features that have been added to the existing Salesforce products. These additions include innovations that allow organizations to scale, automate complex business procedures, efficiently drive growth, and personalize customer experiences. The major highlights from this release are the dynamic forms enhancements, broadcasting communication, external actions, TikTok for commerce integration, etc. Furthermore, with the new Salesforce Winter release ‘23, it would become possible for businesses to update their internal and external stakeholders about any occurrence through seamless broadcasting updates across various digital channels, which may include self-service sites and email. Businesses could also migrate the sections and fields as individual parts from page layouts and then configure them as the other components on the page. These instances are some of the benefits among a wide array of benefits that organizations would receive with this release.

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Salesforce Winter Release Highlights

The Winter of ‘23 included several new features and enhancements in the existing products of Salesforce. These enhancements would help businesses increase their efficiencies and decrease their costs. Once the release goes live, the users will be immediately affected by the features in Salesforce Winter‘23 Release. However, some features need direct action by the administrator before the user to garner benefits from the new functionalities. Along with this, some changes also have been made to the documentation of the supporting browsers. These changes make it easier to find the things the organization needs.

Winter Release Features

Service Cloud

The enhancement in the service cloud would allow organizations to broadcast their communication by actively updating the internal stakeholders and customers about incidents through broadcasting the updates in status across different digital channels such as self-service and email sites. For Salesforce Service Cloud Voice, there have been enhancements made with Amazon Connect, which would now include outbound campaigns. This would allow companies to contact their millions of customers regularly with predictive outbound dialing. Moreover, preventive maintenance for assets has been enhanced depending on their usage. The enabled feature can determine the next maintenance of floating work order or fixed cadence, which automatically adjusts depending on the usage rate.

Sales Cloud

The improvements in the sales cloud include sales cadence screen flows, subscription quotes, forecasting enhancements, preventive maintenance enhancements etc. With the screen flow technology, it would be possible to define new steps, where the cadence creators can also add advanced flows enabled by an admin to the steps of sales cadence. Furthermore, businesses could use subscription quotes to price, quote, and close the B2B deals on the products based on subscriptions. This feature allows businesses to approve, discount, and share signature PDFs, making it convenient to close subscription deals. With updates in the sales cloud feature, businesses would also be able to create preventive maintenance plans for assets. These plans would be based on the number of uses made so that customers do not miss any enhancements themselves.

Marketing Cloud

The enhancements in the marketing cloud include e-commerce marketing insights, loyalty journeys, and loyalty promotion setup enhancements. With the new e-commerce marketing insights, businesses could connect the marketing data and e-commerce automatically and generate several unique insights that would drive commerce outcomes. With this application, marketers also see the performance of marketing campaigns in driving revenue for e-commerce. Through this, the marketers would analyze any e-commerce performance from any platform at any coherency while connecting to marketing tactics. This assists marketers drive target product revenue, optimizing, increasing halo product sales, and improving the loyalty and experience of the customers.

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Commerce Cloud

In the commerce cloud, there has been an integration of TikTok made. But, there also have been simultaneous enhancements made concerning B2B2C, payments, and order management. In TikTok, businesses would be able to create dynamic video/collection ads along with automated smart product feeds. This would make social commerce easy and reach new audiences. Businesses would be able to launch and add TikTok within the Salesforce Commerce Cloud as a new sales channel and get products published on the platform through advertising solutions focused on catalogs. With the pre-built integration of Subscription Management, businesses could enable recurring revenue for both B2B2C and B2B from the revenue cloud to the commerce cloud.

Financial Cloud

In the financial cloud, the enhancements relate to tear sheet generation and Slack. With tear sheets, financial advisors and bankers could quickly prepare for meetings, and these tear sheets are generated straight from the financial services cloud. With comprehensive summaries, the admins of Salesforce could generate branded templates that would include the financials, client profiles, and the relationship of the bank with the client. These branded templates can be shared across the organization and help maintain compliance with the bank’s policies. With Slack, businesses could fasten the pace of making decisions from the insights received from the financial services cloud in the correct context, which would help in faster decision-making.

Health Cloud

In the health cloud, there have been some recent updates. With these updates, life sciences and healthcare professionals would be able to deliver, diagnose, triage, and research patients digitally. Also, with the platform of advanced therapy management, there have been simple multi-step scheduling for delivering complex gene therapies and CAR (Chimeric Antigen Receptor) T-cells. There are other enhancements to medication management and healthcare APIs. With the healthcare APIs of Salesforce, the integration with turnkey solutions has been simplified, which results in standard integrations for cases of common use directly in the health cloud. Furthermore, medication integration with therapy management improves the outcome of patient therapy and decreases healthcare cloud costs by preventing any adverse events related to the medication.

Communication Cloud

As a part of the Winter release of Salesforce, there has been the integration of CRM analytics with the communication cloud, MuleSoft, along with media cloud intelligence, loyalty management for media, utility self-service, etc. With business intelligence augmented with AI, businesses could decrease any order fallout and revenue leakage. Moreover, surface key insights and metrics are used to visualize service and commercial order performances. In addition, these are also used to alert the stakeholders to trigger any corrective measures that may be required. Moreover, MuleSoft in the communication cloud simplifies the integration with a single solution that executes integrations for TM Forum-standard, which are used for common use cases. Further, businesses would be able to increase the retention of subscribers and drive recommendations for products through media cloud intelligence. This is done by utilizing a dashboard that tracks the value trends of the customers along with key revenue KPIs.

DevOps Centre

The advantage of DevOps Centre is a better experience around release and change management. These advantages brings forth the best practices of DevOps Center to the development team of the organization. Moreover, these advantages are irrespective of whether the team members’ preferences lie with code, click, or even both.

Net Zero Cloud

The new developments related to Net Zero cloud include carbon credit allocation, water management, increased reference data management, business travel predictions, data lake for non-profits, etc. With carbon credit allocation, Net Zero cloud would make it feasible for organizations to manage and track their carbon credits and view carbon scope-wise allocations, credit purchase history, and utilization. Users can also track the critical metrics for water management data. This tracking would be around consumption, withdrawal, risk, discharge, and intensity of the water activities. The AI model in the Net Zero cloud helps predict future trends. These trends would be based on key user inputs and historical data such as headcount and revenue growth. 

Slack

In Slack, tearsheets can be generated for the finance cloud, and even the new available roles in an organization can be listed under the enhanced permissions of Slack. With the new developments, the text feedback can be analyzed in Slack that helps identify the key sentiments and trends. Managing the appointments has been made easier since they can also be depicted from anywhere to ascertain customer satisfaction. Through Slack, the shift workers would also be able to manage their calendars so that every operation occurs on time and nothing is amiss. For channels, Slack can be administered with new permissions and management roles that help manage operations at a larger scale.

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Final Thoughts

The various updates of Salesforce Winter ‘23 release unlock lots of new exciting features in Salesforce. These new features and updates aim to make complex business processes easier, faster, and better than ever. These features are mostly free, providing many advantages for businesses that may be maintaining a budget. In reaping benefits from the Salesforce Winter release, Our Salesforce consulting services and team of experts would be able to help companies from different industries associated with the features and integrate them into their operations.

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