Top 5 Features in Salesforce Spring ’23 for Associations and Nonprofits
Overview of the Salesforce Spring ’23 Release
The Salesforce Spring ’23 Release is packed with features that will help associations and nonprofits streamline their operations. In this release, Salesforce made a number of changes that drive efficiency and boost insights. Read on for an overview of the Salesforce Spring ’23 Release.
Salesforce Resources
- Salesforce Spring ’23 Release Notes
- Trailhead module: Prepare for Salesforce Releases
- Sandbox Salesforce Calculator
- Salesforce Spring ’23 Release Calendars: public release calendar or import it into your calendar of choice.
Salesforce Spring ’23 Release Dates
Source: Admin Release Countdown: Get Ready for Spring ’23
- January 5: Sandbox cut-off date
- January 6 and 7: Sandboxes upgraded
- January 6: Spring ’23 release site is live
- January 13: First release weekend
- January 20 to 27: Release Readiness Live
- February 3: Second release weekend
- February 10 and 11: Final release weekend
1. Salesforce Spring ’23 Feature – Migrate to Flow for Process Builder
Salesforce Spring ’23 Release is here, and it brings with it a multitude of updates that will make your business processes easier than ever. Their most notable feature is the migration to Flow for Process Builder, which will expedite the process of automating tasks. Flow for Process Builder utilizes cloud technology to ensure maximum scalability and its intuitive interface makes it simple to use. Salesforce has placed importance on making this release more streamlined while also improving user experience, so you can be sure that Salesforce’s Spring ’23 Release will provide added value, even in the most complex operations.
Salesforce Resource: Convert Processes to Flows with the Migrate to Flow Tool
2. Salesforce Spring ’23 Feature – Create Personalized Report Filters
Salesforce’s upcoming Spring ’23 Release is set to revolutionize the way your organization works with report filters. This new feature will allow Salesforce customers to create personalized filters that are specifically tailored to their needs to quickly and accurately access the data and insights they’re looking for. This release empowers Salesforce users to take control of their data, streamline their workflow, and get into the details without sacrificing any speed or accuracy. The Salesforce Spring ’23 Release is helping organizations become more informed and efficient than ever before!
3. Salesforce Spring ’23 Feature – Stay Organized by Adding Reports and Dashboards to Collections
Salesforce Spring ’23 Release brings a much-anticipated feature – the ability to add reports and dashboards to Collections. This exciting new development is sure to make it easier than ever for Salesforce users to keep organized. It simplifies business processes by providing powerful visual data with Salesforce Reports and Dashboards available at a glance from Salesforce Collections. This also provides enhanced personalization capabilities, allowing Salesforce customers to personalize their Salesforce experience based on their specific needs and preferences. Salesforce Spring ’23 Release’s new feature is set to revolutionize the Salesforce user experience – making it easier, faster, and more intuitive than ever before!
4. Salesforce Spring ’23 Feature – Import Contacts and Leads with a Guided Experience
Salesforce has just released the Salesforce Spring ’23 Release, which includes a useful new feature – the ability to import Contacts and Leads with Salesforce’s Guided Experience quickly and easily. Salesforce’s intuitive interface eliminates the need for complex instructions, allowing users to quickly upload contact data in a matter of minutes. Salesforce also offers technical support if needed as well as a video demo to walk users through how it works. It Streamlines processes, saving valuable time and resources without compromising on accuracy. With Salesforce’s Guided Experience, importing Contacts and Leads has never been easier
5. Salesforce Spring ’23 Feature – Bulk Manage Picklist Values
The latest Salesforce offering, Bulk Manage Picklist Values, simplifies the process of managing large picklists considerably. Whether it’s changing an existing picklist entry or adding a new one for all users in a Salesforce org, you can perform such operations with simple clicks available within the Salesforce Setup experience. Salesforce Spring’ 23 makes life easier for admins, developers, and users – it’s just another way Salesforce is helping streamline Salesforce experiences!
With every new Salesforce release comes a plethora of amazing, time-saving features and upgrades. The Spring ’23 Release is no different. In this post, we highlighted a few of the most impactful changes coming down the pipeline–like migrating to Flow for Process Builder and bulk managing picklist values–that are sure to make your life (and your job) easier. Stay ahead of the curve by learning more about how to make the most out of the latest Salesforce Release; your members and donors will be thanking you later.
Are you prepared for the next Salesforce Release? As association professionals, staying up to date on the latest Salesforce Releases is paramount. The key to success lies in ensuring that you are prepared for new updates and changes. This often requires continuous training and careful monitoring of all associated documents. Fortunately, Aplusify conducts a Complimentary Salesforce Release Preparedness Assessment to make this process simpler and faster. With five simple questions, association professionals can evaluate their readiness for the upcoming Salesforce Release. Make sure you are well-equipped to keep up with the ever-changing world of Salesforce and take the Release Preparedness Assessment today!
