Summer is almost here and so is Salesforce’s latest ’23 Release. The annual summer rollout wraps up June 10 and comes with many great new features and functionality upgrades. The release offers several enhancements developers and admins will immediately want to implement.
We picked a few of our favorites factoring in process impact and ease of implementation. The following list packs a big punch without requiring much effort.
- Send Email Action Upgrades
Summer ’23 introduces new features to the Send Email Action in Flows. Users now can implement templates to standardize email formatting. Even better, those emails can send based on triggering actions or Flow criteria. This significantly improves email automation capabilities.But a company may not want to track all emails. Summer ’23 accounts for this too. New permission sets offer the option not to track internal emails and limit who can use org-wide email addresses. With this enhancement, organizations can choose to track only external emails and limit the number of from email addresses available to users.
- Email Meeting Request
Fans of Calendly and Doodle will appreciate the new Meeting Request feature. Now you don’t need a separate system to track calendar availability. Through Quick Actions, users can email a meeting request directly from a record with a single click. The email can include up to three available times in the next 72 hours from which the recipient can choose. If none work, the email also includes a scheduling link for accessing other options. The choice automatically reserves the spot on the user’s calendar. Implementing this feature only requires Salesforce’s Inbox license.
These enhancements and upgrades are some of our favorites but only account for a fraction of the new features available in the Summer ’23 release. To learn more, check out these helpful resources:
See a feature you want to implement? It’s time to get with Galvin. We’ll have you up and running in no time. From consulting to development to admin support—our team will help you make the most of every valuable enhancement.