Platform

#SalesforceSpring23 – Bulk Manage Picklist Values (GA)

January 30, 2023 / ,

#1MinuteTip #SalesforceSpring23 You can now delete, activate, deactivate, or replace multiple custom picklist field values at once. Previously, you modified them one at a time. This feature is available only for custom picklists with predefined values. This feature is now generally available.

Product Area: Customization -> Fields

Bulk Manage Picklist Values in Salesforce

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

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#SalesforceSpring23 – Configure Searchable Fields for Each User Profile (Beta)

January 30, 2023 / ,

#1MinuteTip #SalesforceSpring23 Help your team get results related to their work by configuring all your searchable fields for each user profile (Beta).

From Search Manager in Setup, create a configuration setting and edit the fields to make them searchable or not searchable for each user profile.

Product Area: Salesforce Overall -> Einstein Search

Searchable Fields for User Profile

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click here

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Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceSpring23 – Limit the Number of Loaded Tabs in Console

January 30, 2023 / ,

#1MinuteTip #SalesforceSpring23 You can now limit the number of tabs that can be loaded Lighting Experience. This will improve memory usage and the scalability of console sessions in LEX (Lightning Experience).

If you exceed the limit during a console session, this feature unloads your least recently used tabs until your tab limit is met. Unloaded tabs are still visible in your tab navigation, but they only reload their content when you click them.

Product Area: Salesforce Overall -> General Enhancements

Loaded Console Tab Limit in Salesforce

References & Useful URLs

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#SalesforceSpring23 – See More Records in Dynamic Related Lists

January 30, 2023 / ,

#1MinuteTip #SalesforceSpring23 With the Dynamic Related List – Single component:

  • Admins define and filter related lists directly from the Lightning App Builder.
  • Like other related lists, dynamic related lists now include a View All link so that users can see a full list of related records.
  • In the full related list, users can also add quick filters and see the filters that their admin applied.

Previously, users saw only up to 30 records in a dynamic related list on the record detail page.

Product Area: Customization – Lightning App Builder

Dynamic Related List - Single Settings in Lightning App Builder

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click Here

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Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceSpring23 – New Gender Identity and Pronouns Fields

January 30, 2023 / ,

#1MinuteTip #SalesforceSpring23 Boost data quality, build trust, and engage with customers in the ways they self-identify with gender-inclusive fields. Pronouns and Gender Identity are now included as optional picklist fields on the Lead, Contact, and Person Account objects.

Use the vetted, default value sets or add your own picklist values to get a full picture of your constituents. Be sure to review any privacy implications of collecting this data before adding the new fields to your page layouts.

Product Area: Customization – Fields

Gender Identity & Pronouns picklist fields on Contact Object

Predefined Values for Gender Identity field

Picklist Values for Gender Identity Field

Predefined Values for Pronouns field

Picklist Values for Pronouns Field

References & Useful URLs

  • For Related Spring ’23 Release Note Article – Click Here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.