Salesforce’s Summer Release: Empowering Businesses with Advance Features

Salesforce’s Summer Release: Empowering Businesses with Advance Features


Written by Poonam Chandersy

Technical Content Writer

September 1, 2023

Salesforce’s Summer ’23 release is designed to revolutionize the way you do business. Packed with extensive innovations, the new release empowers you to streamline your processes, automate tasks efficiently, and deliver personalized experiences for every customer interaction. With the Summer ’23 release, you’ll discover a world of possibilities to save time, enhance productivity, and exceed customer expectations. Read this blog to discover the release’s updates and embark on a transformative journey towards growth and profitability.

Experience Cloud Release Highlights

In the Actions bar, you can include the Edit standard action, Create a Record, and Update Record action buttons. Earlier, the Actions bar supported headless Lightning web components only. To view the components on object detail pages, click on Experience Builder > Settings > Advanced > Show all components. Once done, drag the Actions Bar component anywhere on an object detail page and customize by adding desired actions to the bar.

Component Visibility Adjustment

Select the component. Go to the Visibility tab in the Property box and choose Add Visibility Rule button.

blog component-visibility-adjustment

Adaptable Site Appearance on Various Devices

You can customize the component visibility depending on device type. Also, you can hide unimportant components to ensure the website loads properly across all devices. To do this, choose a view mode in the Experience Builder’s navigation bar. Select the component you want to hide or show on a specific device and use the toggle switch to the appropriate position.

blog Site-Appearance-on-Various-Devices

Improved Page Structure Panel

The user interface has an improved site-building experience with redesigned page structure panel that ensures high readability and seamless keyboard navigation for Aura and LWR sites.

blog page-structure-panel

Set Password/Expiration on a Public Link to a Salesforce File

You can now choose an expiration date in Lightning Experience while creating a public link to share a file. Also, you can set a password to limit access to the file. The password security is disabled by default, and link expiration is enabled with a 90-day time limit. When the password protection is on, the dialogue displays an automatically created password.

blog public-link-sharing

Service Cloud Release Highlights

Send Voice Messages in Enhanced Messaging Channels

blog salesforce-voice-messages

Improved Email Channel

The new release allows users to upgrade email composer to the new Lightning Editor to avail features such as table creation and editing, full-screen mode, search and replace.

Service Catalog

Service Catalog was previously available as part of However, now it is available for Service Cloud. It allows you to display screen flows to end users using Experience Cloud. Also, you can create categories and assign titles and pictures to catalog items. Also, you can quickly offer options to your customers through the user interface.

Configure Searchable Objects for User Profiles (Beta)

You can configure objects for search for different user profiles, enabling them to view work-related results.

blog searchable-objects-for-user-profiles
blog searchable-objects-for-user-profiles

Meeting Digest

Users can access the meeting digest offering valuable information such as RSVPs, insights, and suggested actions. Furthermore, the meeting digest is the default tab in the Event record details for users utilizing Einstein Activity Capture, streamlining the workflow. Customers can now specify their preferred meeting availability.

Einstein for Service

Einstein Conversation Mining now enables the extraction of valuable insights from conversation data, empowering businesses to gain service insights and improve their offerings. This feature is now generally available. Additionally, users can now create on-demand templates for replies, allowing for more efficient and personalized responses.

Service Cloud Channel Upgrades

You can access new features in Messaging and Service Cloud Voice and use tools in multiple Service Cloud channels. For example, You can send voice messages using WhatsApp and Facebook Messenger.

Sales Cloud Release Highlights

Create Quotes Without Opportunity

The sales representatives can create quotes to track deals without creating an opportunity, increasing the speed of quote delivery to customers. Choose Create Quotes Without a Related Opportunity while enabling quotes in Quote Settings.

Einstein Bots for Sales (Beta)

Use the dialogs and automation flows available in Einstein bots to streamline sales and deliver personalized experiences to build strong customer relationships. Navigate to Einstein Bots for Sales under the Sales Engagement in Setup to create an Einstein Bot for Sales.

Update Territory Models

You can update data through streamlined processes while importing CSV files. To set up Territory Planning, click on Installed Packages in setup and select Configure adjacent to Salesforce Maps. Activate parallel processing for updating from Territory Planning data management options.

Send a Meeting Request using Dynamic Activity Composer

The Email Meeting Times feature help the sales representatives to set up meetings quickly. Choose Email Meeting Times from the New Event action dropdown for contacts and leads. Select the first available meeting time slot in the next three days, along with a scheduling link if the available time slots aren’t convenient.

Organization-Wide Email Address to Send Automated Process Emails

It is essential to create an organization-wide email address for security reasons to send automated emails to your customers. Navigate to the Process Automation Settings page in Setup. Input the designated email address in the Automated Process User Email Address field. Also, you need to add permissions for who can access the organization-wide email address.

Marketing Cloud Release Highlights

Download Data Extension Storage Details

Download the data extension storage details in a CSV format to get a complete view of marketing data usage. You can optimize the storage space and enhance performance by eliminating unnecessary data and updating retention policies.

Download Automation History Details

Navigate to Setup and choose Download Automation History to download the automation history in CSV format. Further, you can assess the automation and track ones with errors or high skip counts.

Merge and Transfer Data Across Data Extensions

You can now merge and transfer data across data extensions using the import activity. Create an import definition in the Contact Builder. Further, add the definition to import activity in the Automation Studio and deploy the activity.

Optimize SQL Query Activities with Improved Validation

Validate the syntax of SQL query activities to enhance the performance of SQL queries. To do so, click Validate when you create a SQL query activity.

Restore Deleted Content in Content Builder

You can restore the recycled content items to the Content Builder without support team’s assistance. Use the delete permission to use the Content Builder Recycle bin.

AMPscript to Parse JSON Data

With the help of AMPScript, you can extract nested data to further use in the Marketing Cloud Content Personalization. The AMPscript BuildRowsetFromJSON() function uses JSONPath syntax to query data imported.

Expandable and Collapsible Paths in Journey Builder

It is possible to expand or collapse journey activities in Journey Builder. The collapsing activities update the journey canvas size enabling you to zoom in on specific sections to review configuration builds.

Improved Exit and Goal Criteria

You can deploy Journey data and Contact data as Exit and Goal Criteria elements. Further, you can evaluate dataset attributes and streamline use cases.


Salesforce’s Summer Release’23 introduces exciting enhancements and features that empower businesses to thrive in the ever-evolving digital landscape. With Royal Cyber as your trusted service provider, you can leverage the full potential of this release and unlock new opportunities for growth and success. Our expertise and commitment to excellence ensure that you receive seamless implementation, comprehensive support, and tailored solutions that align perfectly with your business objectives.

Looking for Assistance with Salesforce Summer Release?

Recent Blogs

  • Revolutionizing Customer Support with Salesforce Einstein GPT for Service Cloud
    Harness the power of AI with Salesforce Einstein GPT for Service Cloud. Unlock innovative ways …Read More »
  • Salesforce Hyperforce: A Deep Dive into the Future of Cloud Deployment
    Discover Salesforce Hyperforce, the future of cloud deployment. Explore its scalability, security, and global reach, …Read More »
  • LLMs in Retail: Which Operations Can You Transform With AI?
    Artificial Intelligence (AI) has been making significant waves across various industries, revolutionizing business operations.Read More »