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3 Salesforce Spring ’23 release tools to know about
May 19, 2023
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Salesforce is one of the most popular CRM tools because it helps business owners use the right customized tools to manage customer relations, sales and operations. Salesforce is a favorite for many business owners and sales teams and continues to adapt each year with new releases and updates based on customer feedback.
Spring 2023 has brought a ton of new features in the Salesforce space that we can’t wait to share with you. Salesforce does have a learning curve and it takes time and effort to successfully set up new features. If you’re new to the world of Salesforce, we’re here to help you leverage the features that increase customer loyalty for your business instead of wasting money on processes that don’t improve your business. Check out these features you can utilize today.
Inline editing in reports
Salesforce has recently launched a new and improved reporting feature that includes inline field editing. This feature allows you to edit data right in a report. This can be turned on by clicking on the “Enable Field Editing” button after you open a report. You’ll automatically save time and energy because you’ll be able to edit report data without having to open individual data records. Be sure to share this new tool with your team immediately.
Mass deactivate picklist values
This is an important feature for your Salesforce administrative team because it allows them to manage your inactive picklist values by cleaning up cluttered picklist fields in a jiffy. Keeping picklist values current helps users have access to the information you want them to populate eliminating cleanup efforts down the road.
Before this update, admins found it difficult to maintain picklists because they had to delete inactive values one at a time. Now, with bulk selections and updates, admins can manage these fields with ease.
Lightning record pages with dynamic layouts
Customizing lightning page layouts just became more exciting with Dynamic Forms. This feature takes the Lightning App Builder to a new level because it enables Salesforce admins to build dynamic experiences by customizing record detail fields. This feature is now available for Lightning Experience in Group, Professional, Enterprise, Performance, Developer and Unlimited Editions.
Our team at 17 Grapes helps you implement Salesforce correctly and leverage the right tools and data since we’re highly specialized in Sales Cloud, Service Cloud, Financial Services Cloud and Experiences Cloud and more. Relax and let us take care of the important details while you continue to run important aspects of your business. Learn more by visiting our website or calling 801-245-0500
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