{"id":4371854,"date":"2023-06-12T09:14:19","date_gmt":"2023-06-12T07:14:19","guid":{"rendered":"https:\/\/www.deptagency.com\/insight\/top-takeaways-from-the-salesforce-summer-23-release\/"},"modified":"2025-12-08T13:37:30","modified_gmt":"2025-12-08T11:37:30","slug":"top-takeaways-from-the-salesforce-summer-23-release","status":"publish","type":"article","link":"https:\/\/www.deptagency.com\/en-in\/insight\/top-takeaways-from-the-salesforce-summer-23-release\/","title":{"rendered":"Top takeaways from the Salesforce summer ’23 release"},"content":{"rendered":"
\n\t\n\t<\/svg>\n\t\t\t\n\t\t\tBack to all articles\t\t<\/span>\n\t\n<\/button>\n\t\tTop takeaways from the Salesforce summer ’23 release\t<\/h1>\n\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t\t\n\t\t<\/picture>\n\t\n\t<\/div>
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\n\t\tYmar Frenken\t\t
\n\t\tLead Salesforce CRM Consultant\n\t\t\t<\/div>\n<\/div>\n\t
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\n\t\t\t\t\tDate\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t12 June 2023\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n<\/div>\n\n
\n\t\n\t\tThe Summer ’23 release of Salesforce<\/a> brings exciting new features to improve your user experience and streamline workflows further. Let’s delve deeper into some of the most noteworthy features, from optimized actions to enhanced dashboard visualizations, to see how you can leverage these new tools.\t<\/p><\/div>\n\n
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\n\t\t\n\t\tMass quick actions on related lists (Beta)\t<\/h2>\n\t\t\t\t\t
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\n\t\tOne impressive new feature is the ability to improve related lists with optimized actions and includes quick actions directly on here. With these optimizations, you can effortlessly create related records without navigating away from the page and perform bulk updates for up to 100 records at once.\u00a0

Use cases for this feature include:\t<\/p><\/div><\/div>\n\n
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  • Updating records:<\/strong> Sales reps can save time and reduce manual effort by updating the status and assigning owners to multiple opportunities or cases simultaneously.\u00a0<\/li>
  • Logging activities or tasks in bulk:<\/strong> Support agents can ensure consistent tracking by logging follow-up calls or creating tasks for a group of cases, eliminating the need for repetitive manual data entry.\u00a0<\/li>
  • Custom use cases:<\/strong> Admins can create custom actions to initiate workflows, trigger external integrations, or perform other automated tasks on multiple records within a related list.<\/li><\/ul><\/div><\/div>\n\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\n\t