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Trending features from Salesforce Winter 23' release

Salesforce has released a preview of its winter release, version 23, which includes hundreds of new features. This post will exclusively provide an overview of Sales Cloud improvements. Users will be able to acquire new customers more quickly and close deals more efficiently, and they will be able to do so from anywhere. Sales automation, artificial intelligence (AI), and data-driven AI can help boost productivity.

Now let us deep dive into the latest features updated for the Salesforce Sales Cloud in detail.

Table of contents

1. Revenue Intelligence

Collaborative Forecasts allow users to create analytics using opportunity or opportunity split forecast types. Rollups are used to analyze analytics for a single category. Use Interactive Forecasts to create analytics based on opportunity or opportunity split amounts with predefined or customized amount fields.

2. Pipeline Inspections

With Einstein Conversation Insights and Einstein Email Insights, which are now included in Pipeline Inspection, you can better understand a deal's status from customer communications. You can summarise pipeline statistics using standard and unique numbers and currencies. You can also directly modify the opportunity amount field in Pipeline Inspection views.

3. Permission Set Expiration

With the Winter ’23 release, you will be able to assign permissions that expire via permission sets and permission set groups. When the expiration date occurs, users will lose their permission. You will now be able to set an expiration date on permission sets so that they expire themselves. Prior to the Winter ’23 release, you had to assign permissions to users and remove them once the task was finished.

4. Einstein Conversation Insights

Einstein Conversation Insights provides assistance to new users by welcoming them to the platform. Sales reps and managers can also see customer objection information and have quicker access to calls that have been completed. Call recordings are not recorded by Einstein Conversation Insights. You can link it up with your recording tools, such as Sales Dialer, Service Cloud Voice, or other approved partners. Users are given a variety of recording providers to choose from, and they see a different call-to-action button as a result.

5. Track & Sort Tasks

Users can access a single component that displays all of their tasks throughout Salesforce, whether they are assigned or not. The To-Do List is available throughout the Sales Engagement utility bar, where users can see, sort, and organise tasks from records or cadences in a single actionable view. Users may apply labels to tasks in the To-Do List to customise how they organise and prioritise them.

6. Screen Flow as Cadence Steps

When creating a cadenced step using the new Cadence Step Flow process type, a sales manager can now define a screen flow as a step in the Cadence Builder. Screen flows let reps create a case, event, or task or carry out another action using a screen flow. The screen flow runs when the sales rep initiates the step for a target from their Work Queue or the Sales Engagement component on target records.

7. Schedule Recurring Shifts

A territory manager and service resource can now create shifts in recurring patterns such as daily, weekly, or monthly. The recurrence period must be less than or equal to 120 days from the date that the recurrence period begins. When you create a shift, select Recurring in the Type field. The Recurrence section displays the options to create a recurrence pattern.

Final thoughts

With the Winter 23' release, Salesforce introduces many new and improved features that showcase a commitment to continuous growth and advancement as well as serve to refine their user experience.

The above-mentioned features are some of the important points from the Salesforce release cycle. We will keep you updated with more features and their benefits as time.


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