There are some amazing new features in the Salesforce Winter ’23 release. We’ve complied a list of our favourite updates, which will help to improve our customer’s experience on the Salesforce platform.

1.      Dynamic Forms

Make your account, contact, and opportunity Lightning pages more robust and flexible with Dynamic Forms.

Now you have much more flexibility to display fields based on your own criteria. A recent innovation that was made available for custom objects is now available for standard objects Account, Contact, Opportunity.

Use Cases:

a) A field that is only ever needed after an Opportunity is Closed Won can be hidden until it is required.

b) A field that should be visible on the user interface to some users but not others can be displayed based on user criteria.

As you can see in the example above you can build up the field positions independent of the page layout. In addition, fields can have visibility filters so they are only visible under certain conditions.

The standard page layout is shown highlighted in green, the new dynamic form with visibility criteria on a field is highlighted in yellow.

2.     Dynamic Related List Filters

Now when you filter dynamic related lists in the Lightning App Builder, you can select multiple filter values for picklist fields. For example, on the Contact record page, filter a dynamic related list to show all cases with a priority of Medium or High. Previously, you could filter by only one picklist value.

Dynamic related lists are now more user friendly than ever. You are no longer limited to a single filter on picklist fields.

Use Cases:

a) On the Account record, display a list of all Opportunities that are nearing completion. For example, where the Opportunity Stage = Proposal/Pricing OR Negotiation/Review.

b) On the Account record, display a list of Quotes that have completed the Approval process but not yet accepted. For example, where the Quote Status = Approved OR Presented.

In the example above, the related list shows only Quotes where Status = ‘Accepted’ OR ‘Ordered’.

3.     Custom Address Fields

Create custom fields that mimic the behaviour of standard address fields.

Until now, the Address Field Type was only available on Standard objects Account, Contact and Lead. Custom Address Fields are now available on custom objects.

Use Cases:

a) Your org has a custom object called Project. In the past you were required to create a custom text field for each component of the address: Street, Suburb, State, PostCode.

b) You require a custom Account address outside of the standard Shipping and Billing addresses, such as an offsite Warehouse. In the past you were required to create a custom text field for each component of the address: Street, Suburb, State, PostCode.

c) For Credit Application Forms you require the Residential Address of a Contact. In the past you were required to create a custom text field for each component of the address: Street, Suburb, State, PostCode.

Now you can use the Address Field Type and create the address field with a single custom field.
The additional benefit is the integration of this field to Google lookup to validate addresses as they are entered.

You can access each address that’s stored in a custom address field either as a single data field or as individual address fields (Street, City, State, Post Code).


4.     Cut and Paste Flow Elements

Instead of using Copy + Paste to move and reorganize elements in Flow, you can now use Cut + Paste. The benefit? No need to delete the original element you’ve copied and change the API name of the new pasted element.

To cut an element, click the element and select Cut Element.


To paste the element that you cut, hover over where you want to paste, and then click.

5.     Use Record-Triggered Flows to Update Related Records

You can now choose to update records related to the record that triggers your flow. You can choose to update either some or all related records.

Use Case:

a) When a field in an Opportunity is updated, update a field in all or some of the fields in related Quotes.

b) When an Account Owner is updated, update all related Opportunities to the same Owner.


6.     Track and Sort All of Your Tasks with the To Do List

The “To Do List” can be added to the Utility Bar and displays tasks assigned to the user in a single, easy-to-use view.

Use Case:

a) Any organisation that is a user of the Task object.

This is achieved by adding the To Do List to the Utility bar in the App Manager.


If you’d like to know more about Salesforce’s Winter ’23 release notes or engage our services to help you implement any of the above, get in touch.