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Short Description

Remarks / Action Items

Undo Field Changes with a Click

When you type in an input field on a Lightning Web Components record page, an undo button appears and the background color changes until you save. Clicking the undo button removes your unsaved changes. This functionality doesn’t occur in Dynamic Forms—enabled pages. Previously, to use the undo button, you clicked a field, entered content, and then clicked outside the field.

Deploy Scalable Apps and Analyze System Performance with Scale Center

Syed Shah - this is something we can explore. You need to contact the Account executive to have this feature enabled in USyd org. Thanks

cc Yeng Sembrano Aldrin Rasdas (UofSyd)

Scale Center provides self-service and near-real-time access to performance metrics. Diagnose root causes and act on scale issues earlier in your development cycle. Improve the scalability of your Salesforce implementation. Identify issues with performance or scale. Launch analyses to troubleshoot errors. Retrieve customized insights and recommendations.

Who: This service is available after approval from Salesforce. Users opt to use Scale Center and are subject to the applicable terms provided at Agreements and Terms.

How: Enable Scale Center in sandboxes and in production on first party infrastructure (1P) and Hyperforce. From Setup, in the Quick Find box, enter Scale Center, and then select Scale Center. To get access, contact your program architect or account executive.

Start an analysis report.

Focus Your View with More Dashboard Filters

Save time and effort and reduce dashboard redundancy. No more cloning dashboards for different teams and business units. Refine and target your dashboard data with up to five filters on Lightning dashboards. The previous limit was three filters.

Where: This change applies to Lightning Experience in Unlimited Edition.

How: Reuse the same dashboard for all your regional teams while preserving existing filters that are already set up for each team. Previously, if you filtered on Stage, Opportunity Owner, and Type, you couldn’t add a Region filter that would allow you to reuse the dashboard for all your teams. Now you can include the Region filter and even have room for a Created Date filter as well.

Enhance Your Visualizations with Images, Rich Text, and Dashboard Widgets

Explain Lightning dashboard charts, describe metrics and KPIs, and clarify tables with rich text right where users need it. Add company logos and branding, flow diagrams, and embedded images. Guide users through their data with section titles, narrative text, and even animated GIFs. Components are now called widgets in Unlimited Edition. Dashboards now support up to 25 widgets, including a maximum of 20 charts and tables, 2 images, and 25 rich text widgets. The previous limit was 20 in total.

  1. This change applies to Lightning Experience in Unlimited Edition.

  2. When editing a dashboard, click +Widget and select the type of widget to add

3. Combine charts, text, and images to inform, engage, and guide viewers.

Set Field-Level Security for a Field on Permission Sets Instead of Profiles (Generally Available)

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.

How: From Setup, in the Quick Find box, enter User Management Settings, and then select User Management Settings. Enable Field-Level Security for Permission Sets During Field Creation. Now, when you create a field, set field-level security on an existing field, or change a custom field’s type, you assign field-level security for permission sets instead of profiles.

Boost Productivity with Mass Quick Actions on Related Lists (Beta)

Save your users time by decluttering the actions in the highlights panel and adding 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.

  1. You can add quick actions on a related list in one of two ways. Only Create a Record and Update a Record quick actions are supported in this release.

    1. 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.

    2. To add quick actions using the page layout editor, from the object management settings for the parent object, open the page layout. Double-click to open the related list properties, and then expand the Buttons section and select the quick actions that you want to add. If you don’t see the actions on the related list, from the Lightning App Builder, set the related list type to Enhanced List.

  2. Now the related list includes the quick action that you added (1) and users can apply the action to the records that they select (2)

Quickly Create Full Sandboxes

The Quick Create technology enhances the speed at which Full sandboxes are created or refreshed. Teams can focus more time on developing and testing solutions, and less time waiting for sandboxes to be built.

Where: This change applies to new Full sandbox requests for production orgs on eligible Hyperforce instances.

When: This feature will be rolled out as a staggered release after June 10, 2023.

Who: To create or refresh a Full sandbox, you need the Manage Sandbox user permission.

How: Salesforce admins don't have to enable this feature. Quick Create is the default for new Full sandbox requests on eligible Hyperforce instances.

Find Flow User Permissions More Easily

Flow user permissions are now all consolidated under a new Flow and Flow Orchestration section in App Permissions. Previously, they were dispersed throughout System Permissions.

How: For example, you want to add flow user permissions to a permission set. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets. Next, select the permission set you want to manage, and then click App Permissions. Last, select the permissions that you want to add.

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