{"id":672,"date":"2023-12-04T14:54:49","date_gmt":"2023-12-04T14:54:49","guid":{"rendered":"https:\/\/www.rafter.one\/?p=672"},"modified":"2025-06-11T12:05:57","modified_gmt":"2025-06-11T12:05:57","slug":"winter-23-release-top-5-admin-features-2","status":"publish","type":"post","link":"https:\/\/www.acxiom.com\/salesforce\/winter-23-release-top-5-admin-features-2\/","title":{"rendered":"Winter 23&#8242; Release &#8211; Top 5 Admin Features"},"content":{"rendered":"\n<p>Read on as <a href=\"https:\/\/www.linkedin.com\/in\/harryradenberg\/\" target=\"_blank\" rel=\"noopener\">Harry Radenberg<\/a>, Co-founder and Managing Director of SSC at RafterOne, continues his insights on the latest Salesforce releases in this blog post with the <a href=\"https:\/\/www.salesforce.com\/products\/innovation\/winter-23-release\/\" target=\"_blank\" rel=\"noopener\">Winter 23&#8242; release<\/a>.<\/p>\n\n\n\n<p>I hope everyone is doing well and enjoying the last of the summer.<\/p>\n\n\n\n<p>For this post, I will focus on the Top 5 Administration features \u2013 basically, the top non-cloud specific items that every admin needs to be aware of.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-say-goodbye-to-workflow\">1. Say Goodbye to Workflow<\/h2>\n\n\n\n<p>Let\u2019s start right off with the doozy \u2013 with Winter 23&#8242;. You will no longer be able to create a new workflow. Before you hyperventilate, your existing workflow rules aren\u2019t going away, and you\u2019ll be able to continue to modify them as needed. This is strictly around brand new workflow rules, and essentially you\u2019re going to need to leverage Flow to do what we used to do with workflow (note: while Process Builder is not impacted by this yet, it\u2019s also being turned off soon, so don\u2019t start leveraging Process Builder instead).<\/p>\n\n\n\n<p>Salesforce has been messaging this for a while now, so hopefully, this one isn\u2019t a surprise, but it is still a massive change. For me personally, I started working with Salesforce in 2003 (20 years?!), and I remember when I was trying to wrap my head around what exactly Salesforce was. Once I started playing with the workflow rules was the moment I sat back in my chair and paused, and realized this changes everything. I\u2019d just spent 5+ years working with Oracle and Siebel, and the concept of \u201cworkflow\u201d involved a month of IT development if you could get it prioritized, and here I was able to knock it out in less than a minute without any IT help! So, it\u2019s sad to see this functionality going away, but at the same time, it\u2019s good knowing that Flow is powerful enough to take its place easily.<\/p>\n\n\n\n<p>I feel like Salesforce needs to have a graveyard for the features they\u2019ve retired over the years \u2013 like Ben &amp; Jerry\u2019s has their Flavor Graveyard for all of the flavors they don\u2019t make anymore. Salesforce could have the Feature Graveyard, and I think the tomb with the most flowers will be workflow. We\u2019ll miss you, but you had a terrific run.<\/p>\n\n\n\n<p>All kidding aside, this is a significant feature to retire. I don\u2019t know a single customer that isn\u2019t using Workflow somewhere. As I mentioned, all of your existing workflows will still work and be able to be edited \u2013 but that\u2019s for now. At some point down the road, the workflow will be turned off. It might be a few years, but it\u2019ll happen. Especially for those larger orgs with hundreds of workflow rules, it\u2019s worth starting to figure out your migration plan to get all those workflow rules to Flow. Salesforce has released a tool to convert workflow rules to flow, which supports most workflow types. There are also a few 3rd party tools out there, like at UnofficialSF that are also worth checking out. You have time to do this, but that doesn\u2019t mean you shouldn\u2019t use this time to start your migration and be ready for when workflow truly goes away. Right now, it\u2019s half in the Feature Grave, but it\u2019s going to wind up completely there at some point.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-custom-address-fields\">2. Custom Address Fields<\/h2>\n\n\n\n<p>Next up is the ability to create custom Address Field types. This was originally in beta, but with Winter 23&#8242;, it is officially a GA feature. This feature has been being requested by admins for years \u2013 my guess is it was one of the first requests when Salesforce started the IdeaExchange, so it\u2019s been a long time coming. It\u2019s finally here, but with some limits, you need to be aware of. First, let\u2019s focus on the good side \u2013 we can now create new custom fields that act as address blocks like the shipping &amp; billing addresses on the account record. You can add these onto any standard or custom object, and they are integrated with the Google lookup just like the standard address fields. This has been needed for a while and can be used in many different ways.<\/p>\n\n\n\n<p>Salesforce discovered a few limits from the beta and added some updates effective with Winter 23. We can now leverage these fields within dynamic forms, and there was some clean-up around local language errors that we no longer need to worry about. However, there are still some pretty significant limits here. Before building these, you\u2019ll want to read the help document on the requirements and limits, as Salesforce has done a good job documenting this. The biggest limits are that these won\u2019t work with Lead Conversion (if you add a custom address field to a lead, it will not convert with the lead), and it\u2019s not supported yet with the Data Import wizard.<\/p>\n\n\n\n<p>Salesforce also has a functionality section \u201cthey haven\u2019t validated,\u201d \u2013 which means you should assume this is an issue. Email &amp; Web to case and your standard data export tools are in this list. There\u2019s a lot here, so while this feature is awesome, you need to evaluate where it\u2019s not supported, test the heck out of it in a sandbox and then decide if you want to use this in production or if you\u2019re going to wait for Salesforce to add more support for this. Definitely not a feature to just start adding without thinking about it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-expanded-dynamic-related-list-filters\">3. Expanded Dynamic Related List Filters<\/h2>\n\n\n\n<p>The concept of delivering a 360\u00ba view of your data to your users doesn\u2019t necessarily mean you want to present every single bit of data you know about a record to your users. Ideally, you\u2019re presenting relevant data to your users \u2013 the data they need to know about at the first glance \u2013 and then allowing them to dig more if needed. I\u2019m a huge fan of this concept, so I loved the Dynamic Related List Filters when they first came out. Dynamic Related List Filters allow you to present a filtered list of records on the related list of a record. Two great examples are only presenting Cases that are Open or Opportunities that are open. Before Winter 23, you could only select a single picklist value for a picklist field \u2013 which, while helpful, didn\u2019t always get you to where you needed to be. With Winter 23, we can now select multiple picklist values when filtering the related lists, which makes this feature even more powerful.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-bulk-manage-picklist-values\">4. Bulk Manage Picklist Values<\/h2>\n\n\n\n<p>Grooming and managing your picklist values has never been a fun part of the administration, but Winter 23&#8242; made this a bit easier. Now you can manage multiple picklist values at once. With the bulk function, you can simultaneously delete, activate, deactivate, or even replace values across multiple picklist values. Big time saver here. One thing to note, this is a beta feature, but it\u2019s available in production. You just need to opt into the Advanced Picklist Values Management feature, and you\u2019ll have access to it. It seems like a pretty safe one to try as a beta, but check your work to make sure these updates ran appropriately until it\u2019s GA.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"359\" src=\"https:\/\/www.rafter.one\/wp-content\/uploads\/2022\/09\/Screenshot-2022-09-15-at-9.07.45-PM-1000x359.png\" alt=\"\" class=\"wp-image-653\" srcset=\"https:\/\/www.acxiom.com\/salesforce\/wp-content\/uploads\/2022\/09\/Screenshot-2022-09-15-at-9.07.45-PM-1000x359.png 1000w, https:\/\/www.acxiom.com\/salesforce\/wp-content\/uploads\/2022\/09\/Screenshot-2022-09-15-at-9.07.45-PM-768x276.png 768w, https:\/\/www.acxiom.com\/salesforce\/wp-content\/uploads\/2022\/09\/Screenshot-2022-09-15-at-9.07.45-PM.png 1126w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-5-see-the-custom-report-type-while-building-reports\">5. See the Custom Report Type while Building Reports<\/h2>\n\n\n\n<p>This isn\u2019t the most earth-shattering of new features, but it does solve a pet peeve I\u2019ve had with reports for ages. Basically, you find a report that sort of works, you click in to edit it, and then realize you can\u2019t tell what type of report this is. Usually, you figure that out after a lot of time trying to understand why records aren\u2019t appearing that should be, and you realize this might be a funky custom report type with a join that is restricting those records. Well, finally, this is solved! Now when editing a report, you can see the report type right from the report builder. It\u2019s the little things that make a difference.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"584\" src=\"https:\/\/www.rafter.one\/wp-content\/uploads\/2022\/09\/Screenshot-2022-09-15-at-9.08.03-PM-1000x584.png\" alt=\"\" class=\"wp-image-652\" srcset=\"https:\/\/www.acxiom.com\/salesforce\/wp-content\/uploads\/2022\/09\/Screenshot-2022-09-15-at-9.08.03-PM-1000x584.png 1000w, https:\/\/www.acxiom.com\/salesforce\/wp-content\/uploads\/2022\/09\/Screenshot-2022-09-15-at-9.08.03-PM-768x449.png 768w, https:\/\/www.acxiom.com\/salesforce\/wp-content\/uploads\/2022\/09\/Screenshot-2022-09-15-at-9.08.03-PM.png 1126w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/figure>\n<\/div>\n\n\n<p>In my upcoming blog posts, we\u2019ll dive into the various clouds and highlight the best and most interesting features in each of those.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Read on as Harry Radenberg, Co-founder and Managing Director of SSC at RafterOne, continues his insights on the latest Salesforce releases in this blog post with the Winter 23&#8242; release. I hope everyone is doing well and enjoying the last of the summer. For this post, I will focus on the Top 5 Administration features [&hellip;]<\/p>\n","protected":false},"author":13,"featured_media":5435,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":true,"_gspb_post_css":"","inline_featured_image":false,"footnotes":""},"categories":[6,116,28],"tags":[81,80,38,55,130],"topics":[],"class_list":["post-672","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-resources","category-thought-leadership","tag-crm","tag-news","tag-salesforce-flow","tag-thought-leadership","tag-winter-release"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Winter 23&#039; Release - Top 5 Admin Features - Acxiom Salesforce Practice<\/title>\n<meta name=\"description\" content=\"Salesforce Winter 23&#039; release is almost here. 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