SalesforceSummer23

#SalesforceSummer23 – Set Field-Level Security (FLS) on Permission Sets (GA)

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#1MinuteTip #SalesforceSummer23 When you create a field, set its field-level security on permission sets instead of profiles. Or, modify the field-level security for an existing field for all permission sets in Object Manager.

This change makes it easier to follow the user access control best practice of using permission sets to manage your users’ permissions rather than profiles. This feature, now generally available, includes an enhancement so that you can see each permission set’s object permissions for the field’s object without leaving the page.

Product Area: Customization -> Permissions

1. Navigate to Setup -> Users -> User Management Settings & Enable “Field-Level Security for Permission Sets during Field Creation”

Salesforce Enable FLS for Permission Sets

2. Now when you create a field, list of permission sets will appear instead of profiles.

Salesforce Assign FLS to Permission Sets when creating a field

References & Useful URLs

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

#SalesforceSummer23 – Mass Quick Actions on Related Lists (Beta)

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#1MinuteTip #SalesforceSummer23 You can now add quick actions directly on related lists. Your users can create related records for items in the list without leaving the page. Or they can select up to 100 records in the related list and perform mass updates instead of single record updates.

To add quick actions from the Lightning App Builder, add or select the Dynamic Related List – Single component on the record page, and then, in the properties pane, click Add Action.

Use Case Example: Use this feature to let your users close multiple cases together.

Product Area: Customization -> General Setup

1. Add Mass Quick Actions on Related Lists

Add Mass Quick Actions on Related Lists

2. Use Mass Quick Actions on Related Lists

Use Mass Quick Actions on Related Lists

References & Useful URLs

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

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#SalesforceSummer23 – Unify All Your Analytics in the Analytics Home

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#1MinuteTip #SalesforceSummer23 Rather than managing analytics scattered across different tools, find what you need in the updated Analytics home. This personalized environment for CRM Analytics and reports and dashboards, organizes all your content in a cohesive and intelligent experience.

Product Area: Analytics -> Reports & Dashboards

Unify All Your Analytics in the Analytics Home

References & Useful URLs

  • For Related Summer ’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.

Salesforce Flows – 29 Features Introduced in Summer ’23 Release

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Salesforce Flows Summer '23 Features

Here is a presentation with screenshots on what’s latest and greatest in Salesforce Flows in Summer ’23 release. To make it easier for you to understand these new features and enhancements, we have created a presentation with screenshots and link to the related Summer ’23 release note articles.

And here is our top pick from these enhancements:

…

Salesforce Flows – 29 Features Introduced in Summer ’23 ReleaseRead More »

#SalesforceSummer23 – Use Email Templates Directly in Salesforce Flows

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#1MinuteTip #SalesforceSummer23 Another of my favorite features in Summer ’23 release. You can now use Lightning and Classic email templates directly in Flows in the Send Email action.

If your email template has merge fields, you can use the recipient record or a related record to populate the merge fields. Or, you can use both.

Previously, you couldn’t use email templates directly in Salesforce Flows and needed to create “Email Alerts” to use email templates.

Product Area: Salesforce Flows

Use Email Templates Directly in Salesforce Flows

References & Useful URLs

  • For Related Summer ’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.

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