Salesforce always amazes us with its constant innovation and commitment to providing cutting-edge business solutions. With the Summer ’23 Release, Salesforce has introduced many remarkable features of sales cloud Lightning to enhance your sales experience.
This blog explores the exciting new capabilities and enhancements that empower sales teams to drive productivity and achieve unprecedented success. Let us explore how the new Salesforce Summer ’23 Release is poised to revolutionize customer engagement and elevate sales performance.
1. Create Quotes without a Related Opportunity
Sales representatives can now fast-track deals by creating quotes without creating an opportunity. This change eliminates the need to follow the opportunity-to-quote flow, enabling sales reps to deliver quotes to customers for review more quickly. However, it is essential to note that converting quotes to orders must be related to an account.
Where applicable: This feature applies to the Sales Cloud in Lightning Experience across various editions, including Enterprise, Unlimited, Professional, and Developer editions. It also applies to Aura, LWR, and Visualforce sites accessed through Lightning Experience in the same editions.
How to Use: To enable this feature, navigate to Quote Settings and select “Create Quotes Without a Related Opportunity.” For detailed instructions, refer to the official Salesforce documentation.
2. Maximize Your Productivity with Calendar Enhancements
Salesforce has introduced significant enhancements to the calendar view, allowing users to maximize their productivity and gain a more precise overview of their schedules. With the Summer ’23 Release, you can now:
- View up to 500 events in the calendar view, ensuring a comprehensive overview of your schedule.
- Enable events for up to 50 shared calendars and resources.
- Click a date in the month or week view to navigate to the day view.
- Easily scan upcoming meetings with longer event text and overlapping tiles, simplifying your planning process.
- Prevent accidental event expansion by clicking once to preview an event and again to open it.
- Drag events to reschedule in 15-minute increments, making it more convenient to manage your time.
Where Applicable: These calendar enhancements are available in Lightning Experience across all Salesforce editions.
How to Use: To enable these features, access Activity Settings through Setup and select “Use Lightning Web Components for Calendar Home.” This setting applies the styling changes to your users’ calendars. Find more information in the official Salesforce documentation.
3. Get More Control over What Data Is Captured
Efficient data capture is crucial for maintaining accurate records and improving sales processes. With the Summer ’23 Release, Salesforce introduces Einstein Activity Capture configurations, providing enhanced control over data flow between Salesforce and connected accounts. Beginning from Summer ’23, only users in an active configuration can capture emails and events using Einstein Activity Capture.
Where Applicable: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited editions.
How to Use: To configure Einstein Activity Capture and enable email and event capturing for your users, navigate to the Einstein Activity Capture settings page. From there, add your reps to a configuration with emails or events enabled. For step-by-step instructions, refer to the official Salesforce documentation.
4. Nail Your Meetings with Salesforce Meeting Digest
Salesforce Meeting Digest is now available to all users automatically. It serves as the default tab in Event record details for users with Einstein Activity Capture. Meeting Digest provides valuable insights, recommended actions, and RSVP tracking to help you make the most out of your meetings.
Enable an activity sync solution like Einstein Activity Capture to fully leverage Meeting Digest’s capabilities. This integration allows email and events captured from Microsoft or Google accounts to be seamlessly added to the activity timeline of related Salesforce records.
Where Applicable: This change applies to Lightning Experience in all Salesforce editions.
How to Use: To access Meeting Digest, navigate to an event detail page and click the Meeting Digest tab. Further details can be found in the official Salesforce documentation.
5. Click Once to See Your Calendar
Managing events and schedules is now easier in Salesforce. Instead of switching from your current view, you can easily open your calendar in a new tab as you schedule events from a record. This allows you to quickly check for scheduling conflicts without interrupting your workflow.
Where Applicable: This change applies to Lightning Experience in all Salesforce editions except Standard.
How to Use: To access this feature, click “View Calendar” from the New Event dropdown in the dynamic activity composer. Ensure the New Event action is on the page layout to enable this option. For additional guidance, refer to the official Salesforce documentation.
6. Control Who Can Use Org-Wide Email Addresses
Salesforce has listened to user feedback and introduced greater control over organization-wide email addresses and you can use permission sets to limit who can use each address.. Additionally, you can continue using profiles or make each all-company email address available to all users, allowing you to customize access rights.
Where Applicable: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How to Use: To manage permission sets for organization-wide email addresses, navigate to the Organization-Wide Addresses page in Setup. Detailed instructions can be found in the official Salesforce documentation.
DemandBlue is excited to explore the powerful new features from the Summer ’23 Release for Sales Cloud in Lightning Experience. These enhancements will provide greater control over your Salesforce data. We encourage you to explore these features further and leverage their capabilities to drive sales success. Alternatively, you can enhance your understanding of the latest features and maximize their potential by contacting DemandBlue’s experts, who will provide guidance.
For more information about the Summer ’23 Release and its features, consult the official Salesforce release notes and documentation linked above