Salesforce New Features(Admin)

Salesforce

TMnow March 7, 2023

Introduction

Salesforce typically introduces new functionality for current automation three times a year in the spring, summer, and winter.

What Are Salesforce Releases

Salesforce delivers hundreds of new features as part of its commitment to ongoing innovation and development. These releases are known as "seasonal releases" and take place as part of Salesforce's quarterly release cycle. Only five minutes of scheduled maintenance time are required to deliver these automatic upgrades in real-time. This means that all customers must use the same version of the Salesforce platform, with all of the most recent features.

Releases include Pilot, BETA, and Generally Available (GA) features

• Pilot: This is usually the initial stage of public testing. This pilot involves a select subset of participant organizations that wish to participate in the Pilot and are subsequently chosen for participation.
• BETA: In this stage, a feature is made available to the general public for testing. Since BETA features are not yet finished or fully functional, they often only receive a limited amount of support.
• Generally Available (GA): A feature will officially be included in a Salesforce release once it has successfully completed the Pilot and BETA testing stages.GA features are generally supported fully and are considered as fully functional.

Migrate to Flow

Flow in the future –Salesforce administrators would have access to a single tool for all of their declarative automation needs. Workflow Rules, even Process Builder, are completely unable to do many of the functions that Salesforce Flow does.

Starting the conversion of this legacy automation is essential since Salesforce plans to retire process Builder and workflow rule automation. It won't happen frequently enough for a one-click migration to be practical; instead, you will need to design how automation should be integrated and typically audit/improve them while moving to Flow (a process known as "refactoring").

When you select 'Migrate to Flow' from Salesforce Setup, you will see a list of Workflow Rules that can be converted to Flows.

Lightening Apps Cloning

In recent releases, cloning in Salesforce has advanced significantly. With just a click of a button, you can now duplicate a whole program, complete with tabs, utility icons, and more. On the App Manager page, a new toggle labeled "Enable App Cloning" has been added. When that is activated, only custom apps that are already present in your organization can use the "Clone" action.

By selecting "clone" next to that application, we may duplicate the Custom app.

Flow Builder Features

There have been a number of minor changes made to Flow Builder, all of which will definitely improve the user experience. Here are a few highlights:

Improved Formula Builder

Let you build formulas quickly and without having to validate them before storing the Flow.

Allows users to create formulas by choosing from a list of predefined operators rather than from scratch.

Allows the formula to be checked for syntax within the context of Flow.

It helps formula format checking and saves time and manual hours.

Use ISCLONE in Record-Triggered Flow Formulas

The ISCLONE() function is included in the enhanced formula editor for formulas in record-triggered flows. This makes it easier to copy Process Builder or workflow rules formulas into record-triggered flows and verify records for clones.

Cut and Paste Flow Elements?

Users can more easily arrange elements in Flow's Auto-Layout mode.

To cut the element and all of its branches, choose Cut Element from the Element Menu.

Click over a + button and choose the paste icon to paste the element (as well as any linked branches).

More Questions?

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