SalesforceSpring23

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

#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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#SalesforceSpring23 – Search for an Individual in a Flow (Beta)

#1MinuteTip #SalesforceSpring23 With the new Search for an Individual action in Flow Builder, use the Salesforce Object Search Language (SOSL) to find and filter on contact, lead, or employee records (Beta)

Product Area: Salesforce Flow

Search for an Individual in a Flow

References & Useful URLs

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

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#SalesforceSpring23 – Limit the Number of Loaded Tabs in Console

#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 – Manage and Release Changes with Salesforce DevOps Center

#1MinuteTip #SalesforceSpring23 Ditch change sets. Now manage your changes and releases using the DevOps Center point-and-click interface, or directly from the source control system, or a combination of both. Under the hood, Salesforce manages the source control branches so developers and builders can focus on development tasks.

Product Area: Development -> DevOps Center (now Generally Available)

Manage and Release Changes with Salesforce DevOps Center

References & Useful URLs

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#SalesforceSpring23 – Import Contacts and Leads with a Guided Experience

#1MinuteTip #SalesforceSpring23 Give sales reps access to a guided process to import contacts and leads using a sample CSV file and a simple data-mapping interface.

The new import option provides users who have permission to import data a choice about how to import data based on the features they have permission to use. Users that need a more robust data import experience still have access to import tools they previously used.

This option seems to be available in Professional and Enterprise editions with the Sales Cloud. I did not see this option in the Developer Edition Org.

Product Area: Sales -> Core Sales Features

Import Lead and Contact with Guided Experience
Image Source: Salesforce Spring ’23 Release Note Article

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.

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