Salesforce Summer ’23 Release: Most Exciting Features for Experience Cloud​

The Salesforce Summer 23 Release is already here. The first release weekend was on May 19, which means some instances have already been upgraded. Perhaps yours is among them. The dates for the upcoming Salesforce Summer 23 release weekends are June 2 and June 9. It’s the perfect time to review the changes and updates it brings and prepare your orgs.

As always, Advanced Communities has compiled a list of the most exciting features specifically for the Salesforce Experience Cloud. So, if you’re interested, let’s dive in!

What’s New in Salesforce Summer ‘23 Release?

With the latest release, Salesforce introduces various site performance improvements and security enhancements. You’ll discover even more flexibility and customization options for the Experience Cloud, allowing you to create a personalized experience for your site users. To explore all the great updates applicable to your orgs, refer to the Salesforce release notes.

Key Updates and New Features for Experience Cloud

Components Visibility Adjustment

Experience even greater flexibility with expression-based component visibility. Now you can dynamically show or hide individual components based on specific rules and conditions. Customize your components to display at the right moment for the right users by defining conditions that apply to each component.

Creating rules is easy using the new Visibility tab on the component property panel:

  1. Click on the component, then click on the Visibility tab in the Property box, and finally click the “Add Visibility Rule” button.
Salesforce Summer '23 Release
  1. Fill in the form by adding the criteria you need.
Salesforce Summer '23 Release

Adaptable site appearance on different devices

With the latest Salesforce release, you can now customize component visibility based on the device type. You have the ability to hide components that are not critically important to ensure your site looks perfect on tablets, phones, and desktops. The appearance can vary across each device.

To achieve this, simply select a view mode in the Experience Builder’s navigation bar, click on the component you want to hide or show on the particular device and move the toggle switch to the appropriate position.

Salesforce Summer '23 Release

Improved Page Structure panel

The Experience Builder user interface has been upgraded to provide an even better site-building experience. The latest updates include a redesigned Page Structure panel that offers improved readability and seamless keyboard navigation for both Aura and LWR sites.

Salesforce Summer '23 Release

New Tabs component

Introducing the new Tabs component, an exciting addition to enhance your LWR site pages. With the ability to add up to five horizontal or vertical tabs, you can create an organized layout for your content. Simply drag and drop any content component into a tab region to display your desired content. Whether it’s featuring your products, displaying the latest news, or highlighting your product’s standout features, you can use dedicated tabs for these purposes.

Salesforce Summer '23 Release

Security enhancements

We would like to remind you that Salesforce has made a significant announcement that will revolutionize data access and user permission management. They have introduced a new era of user management in Salesforce, and as part of this, the profile-based access approach will reach its end-of-life status starting from the Spring ’26 release. 

To learn more about what this means and how you can prepare for the updates, please read our recent post:

The Future of User Management in Salesforce: Switching From a Profile-Based Access Approach to Permission Sets

Salesforce has recently announced a significant change to the data access and user permission management, bringing a new era of user management in Salesforce.The company has reported the end-of-life (EOL) of permissions on profiles, which will take effect in the Spring ’26 release.
Post image

The Summer ’23 release also includes security improvements from Salesforce. Here are some of them:

  • Restrictions on Emails Sent from Guest Users’ Unverified Email Addresses

In order to enhance security measures, Salesforce is implementing a new update that blocks emails sent from unverified email addresses in the guest user record.

Note!

Here is Salesforce’s recommendation to continue sending emails from the guest user record: If you have any custom implementations with Apex or flows that use emails sent from guest user records, you may need to change the guest user record to continue sending emails. To do so, follow these steps:

  1. Create an organization-wide email address and verify it
  2. Add the organization-wide email address in Email field of the guest user record

  • Moving to the Salesforce Edge Network

The Salesforce Edge Network is a network technology that improves the quality of content delivery and reduces download times. This is especially crucial when users access your site from various locations around the world. 

The network achieves this by redirecting requests to the nearest Salesforce location where the Salesforce Edge Network is deployed. These changes will be enabled between the Summer ’23 and Winter ’24 releases. To prepare for this transition, we strongly recommend following Salesforce’s guidelines.

  • New Chatter email notifications requirements

To follow the latest security recommendations, it is now mandatory to provide a Sender Name and Email Address for Chatter email notifications. Failure to fill out these fields will result in Chatter email notifications not being sent. Salesforce will enforce this update starting from the Winter ’24 release. Therefore, we strongly advise ensuring that your administrator has provided the Chatter email From Name and Email Address by then.

Wrapping Up

The Salesforce Summer ’23 Release introduces a range of important updates and features for the Experience Cloud, enhancing the functionality and customization capabilities of your sites. 

With improved site performance, strengthened security measures, and enhanced user management, you can deliver a personalized experience while ensuring data protection.

Staying up-to-date with the latest Salesforce updates and innovations is crucial for maximizing the potential of the Experience Cloud and delivering exceptional user experiences. 

The experts at Advanced Communities are always here to assist you in leveraging the new features and enhancements, ensuring optimal utilization of the platform’s capabilities. 
Feel free to reach out to us for any assistance you may need.

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    AC PRM Playbook: Now Available to Download!

    We’re pleased to announce that the AC PRM Playbook is now available to download.

    PRM or partner relationship management is vital for effective channel sales but it can be tricky to deliver a high-quality partner experience.

    Delivering a high-quality partner experience is critical to keep partners engaged, up-to-speed and able to sell your products and services more efficiently.

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    AC Events Enterprise Updates: New Features and Performance Boosts

    Thank you for joining us as we unveil our article showcasing the latest updates to our esteemed product AC Events Enterprise!

    We recognize the significance of meeting the evolving needs of our users, who rely on our product to address their challenges. It remains crucial for us to ensure that our product remains current and responsive to their requirements. Within this article, we will shine a spotlight on the recent advancements and performance optimizations we have implemented within our AC Events Enterprise event management app. Stay tuned as we dive into the exciting updates that promise to enhance your experience with our product.

    Note!

    It is strongly recommended to have the latest app version installed in all orgs.

    New major features

    On May 3, 2023, AC Events Enterprise was upgraded on every sandbox. As a major release, it brings numerous new features and functionalities. Let’s highlight the exciting changes that have been made.

    Server-to-Server OAuth Flow integration

    If you are hosting online events using native Zoom integration, it is important to note that as of June 2023 JWT Auth app type will be deprecated by Zoom. To ensure uninterrupted functionality, you must update your authorization method to the Server-to-Server approach before June 1st, 2023. If you wish to continue using JWT until June 1st, please make sure to uncheck the “Use Server-to-Server OAuth Flow” option in the Event Settings tab. 

    How to update authorization method to the Server-to-Server approach:

    Create Server-to-Server app in Zoom.

    a) Go to https://marketplace.zoom.us/develop/create

    b) Choose Server-to-Server OAuth and click “Create”

    c) Name the app and click “Create”

    AC Events Enterprise Updates

    d) Fill in the “Information” tab

    e) In the “Scopes” tab click “+ Add Scope”

    f) For Meetings – choose “View and manage all user meetings” (meeting:write:admin)

    AC Events Enterprise Updates

    g) For Webinars – choose “View and manage all user Webinars” (webinar:write:admin)

    events salesforce

    h) Click the “Activate” button

    i) In the “App Credential” tab you need to copy Account ID, Client ID, Client secret.

    salesforce events

    In Salesforce Setup – go to the “Remote Site Settings” and add https://zoom.us as New Remote Site

    salesforce events

    Go to the “Events Settings” tab

    a) Find the “Use Server-to-Server OAuth Flow” setting and enable it

    b) As “Org-Wide Zoom credentials” provide the following data:

    User host email – put email address of the Zoom user for creating org-wide online events

    Account Id – Account ID from App Credentials in Zoom

    Client Id – Client ID from App Credentials in Zoom

    Client Secret  – Client Secret from App Credentials in Zoom

    c) Click the “Save” button.

    Note!

    Zoom has made changes to the reporting behavior, resulting in the non-return of the participation ID. The Attended checkbox will now be automatically filled if the user logged into the Zoom meeting using an email address that exactly matches the participation’s email address.

    Advanced event creation Wizard for Experience Site users

    We empower users to create events from an Experience Site using an extended Wizard. Users can now enjoy a range of customizable options, regulated by Custom Permissions. To enable specific functionalities, such as the “Full Event Creation Wizard on a site,” “Visible Package Step on Wizard,” “Visible Tab Step on Wizard,” “Visible Speaker Step on Wizard,” “Visible Session Step on Wizard,” and “Visible Track Step on Wizard,” simply add and assign the relevant permission set to the user. Remember to fine-tune Object level and Field Level Security permissions to align with the enabled Wizard steps.

    salesforce event wizard

    Recurring events with all related records

    With this release, it becomes possible to create recurring events with all related records to the master events, excluding Event Participation. No additional configuration or setup is required. Simply create a master event that includes all the necessary related records such as Packages, Tabs, Sessions, Speakers, and Tracks. When you create a recurring event, all the related records from the master event will be automatically cloned to new events within the series. The timing of Sessions will be adjusted based on the Start Date and Time of each event in the series. 

    Additional placeholders for Chatter Group post templates

    In this latest release, we offer a wider range of placeholders for seamless automatic posting in Chatter for events within groups. In addition to the existing {!linkToEvent} placeholder, which posts the event title as an active link, we are introducing three new placeholders to enhance the information displayed in the Chatter posts. 

    The new placeholders are as follows:

    1. {!startDate} – This placeholder allows you to post the start date and time of the event, providing important scheduling details.
    2. {!gmt} – With this placeholder, you can easily include the timezone of the event in your Chatter post, ensuring clarity for participants across different regions.
    3. {!location} – Designed specifically for local events, this placeholder enables you to post the event location, including the address, providing attendees with the necessary information.

    Email notifications with receipts for successful transactions

    With the introduction of the version 2.93.4, we are pleased to announce that users who have made payments for registration will now receive email notifications containing receipts. This feature extends to Stripe payments as well, ensuring comprehensive coverage. To define the template for the receipt email, simply utilize the “acem__Event_Receipt_Email_template_API_name__c” field on the AC Events object.

    Vimeo integration

    In our latest update, we are happy to introduce Vimeo integration, allowing you to effortlessly embed Vimeo videos and live streams into the Event Tab record and the event’s microsite to enhance the multimedia experience for your attendees. 

    To make use of this feature, simply follow these steps:

    1. Create an Event Tab with the Rich Text record type.
    2. Copy the embedding code from Vimeo, starting with “<iframe …”.
    3. Paste the code into the acem__Tab_content__c field and save the record.

    AC Events Enterprise

    see product details

    Other minor features:

    In addition to the major upgrades, this release also includes several minor features and improvements. Firstly, the visibility of the “Location” step has been enhanced in both the Event Wizard and Event Creation flow, allowing for easier management of event locations. Activities on the Event Transaction object have been optimized to ensure the proper functioning of Invoice and Receipt email notifications. Furthermore, permission sets have been updated, ensuring better control over user access and permissions. A minor user experience improvement has been made specifically for internal event managers, enhancing their workflow efficiency. And many more…

    Note!

    Based on Salesforce recommendations, we strictly suggest switching from a Profile-based access approach to Permission sets.

    The Future of User Management in Salesforce: Switching From a Profile-Based Access Approach to Permission Sets

    Salesforce has recently announced a significant change to the data access and user permission management, bringing a new era of user management in Salesforce.The company has reported the end-of-life (EOL) of permissions on profiles, which will take effect in the Spring ’26 release.
    Post image

    Conclusion

    Regardless of whether you have been using our product for a while or are just starting out, we trust that you have found this article informative and valuable. Should you have any inquiries or come across any challenges while updating, our dedicated Advanced Communities support team is ready to assist you. We welcome any feedback or suggestions you may have.

    Thank you for selecting our product, and we remain committed to meeting your requirements with ongoing updates and exciting features.

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      PRM with AC Partner Marketplace: Enhancing Partner Relations and Lead Generation

      In today’s business world, an increasing number of companies adopt the channel sales model as a powerful strategy to grow their business, expand their market reach, reduce sales costs, enhance customer support, and drive revenue growth. To build and maintain strong, profitable, and mutually beneficial partnerships with channel partners, companies need to use powerful tools and techniques to effectively manage their partner relationships and boost lead generation. Read our article to learn how the AC Partner Marketplace, a robust solution for partner portals in Salesforce Experience Cloud, can help you enhance your partner relations management and drive lead generation for your business.

      FREE PRM Playbook

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      What Is Salesforce Partner Relationship Management?

      Partner Relationship Management (PRM) is a crucial business process that involves effectively managing the relationships between a company and its partners. It encompasses a broad range of activities, including partner recruitment and onboarding, training and support, performance management, and joint marketing and sales efforts. PRM is a strategic relationship management approach aimed at fostering and maintaining long-term partnerships that deliver mutual success for all parties involved. 

      Salesforce, the leading CRM software platform provides companies with a comprehensive, scalable, and flexible set of features and tools for effectively managing their partner relationships, making it a popular choice for businesses with channel sales. One of those great PRM tools is an Experience Cloud platform with drag-and-drop functionality used for building beautiful Salesforce community portals, including partner management systems or partner community portals, a gateway between company and its partners. Empowered with all the necessary functionality to manage partner relations, the partner portal on Experience Cloud serves as a centralized location for partners to access information and resources, including marketing collateral, product information, and support documentation as well as manage leads, register deals, and track partner performance. 

      How Can Salesforce Experience Cloud Help You to Grow Your Business?

      For all businesses, there is often a moment in their development process when they reach a certain point and get stuck. This very moment can be crucial for business growth. If you are decisive enough to turn this stagnation into something bigger and more powerful. It’s time for fresh ideas as well as new approaches, or directions.
      Post image

      AC Partner Marketplace as an impactful PRM solution 

      The AC Partner Marketplace is a Salesforce-native partner relationship management software that is specifically designed to complement the out-of-the-box functionality of the Experience Cloud partner portal. With its advanced features, it enables companies to improve lead generation and expand their partner ecosystem by creating a network of partners in a secure and customizable environment. 

      The Partner Directory and Partner Marketplace functionality allows companies to publish partner listings, as well as partner apps, solutions, or services, providing a comprehensive platform for partners to showcase their offerings and attract new customers.

      By having a list of partners on their partner portal, companies empower their customers to easily search for the best suppliers or products that fit their needs. This not only improves customer satisfaction but also helps partners sell more and boost channel sales by increasing their visibility to a wider audience.

      AC Partner Marketplace PRM product features:

      • Partner Directory and Partner Marketplace functionality;
      • Customizable filtering and sorting options for partner listings;
      • Ratings and reviews support for partner solutions and services;
      • Contact Partner button for easy connection with partners;
      • Lead generation in Salesforce with Contact Partner form on the partner page;
      • Zones support for organizing partners and solutions;
      • Self-service capabilities for partners to update their own information;
      • Ability to create and manage partner apps, solutions, and services;
      • Google Maps integration for finding relevant partners and solutions.

      AC Partner Marketplace

      See product details

      If you want to apply a co-branding strategy with your partners, pay attention to another PRM software for Salesforce Experience Cloud – AC Partner Co-Branding. As a one-of-a-kind solution for Salesforce PRM, it helps businesses reach wider audiences, increases lead generation, and strengthens positions in the market through partnership co-branding. Install this app into your Experience Cloud partner portal to allow your partners to develop their own marketing materials, including their logo, name, contact details, and other important elements, while aligning with your marketing strategies and brand guidelines. 

      AC Partner Co-Branding

      See product details

      See how AC Partner Marketplace can help nonprofits

      AC Partner Marketplace can also be used in Salesforce-based communities not connected to channel sales or partner program management. 

      The AC Partner Marketplace has been integrated into the community portal of Bond, a UK-based membership organization that brings together more than 400 organizations. Bond’s members include a diverse range of organizations, from large international NGOs to community-based organizations, all working towards addressing global challenges such as poverty, inequality, and climate change. 

      The AC Partner Marketplace solution was used to create The Bond Directory, a dedicated online space for businesses, consultancies, higher education institutions, and social enterprises working in the international development and humanitarian sectors to promote their services and solutions, and highlight their areas of expertise.

      AC Partner Marketplace for nonprofits

      Success Story

      See how Bond membership organization successfully manages more than 4,000 users in their community with AC Partner Marketplace!

      Read case study

      Need help?

      To get started with AC Partner Marketplace on your Salesforce Experience Cloud partner portal, you need to install the package from the Salesforce AppExchange. It’s important to note that setting up and configuring the AC Partner Marketplace may require some technical knowledge of Salesforce and its related technologies. Therefore, you may need to seek assistance from a Salesforce consultant or partner to ensure that the setup is done correctly. Remember, that we at Advanced Communities are always here to help you with all your Experience Cloud needs. Whether you experience issues with Salesforce Experience Cloud integration, Salesforce PRM portal implementation, or partner relationship management software configuration, contact us and ask for assistance. 

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        AC Knowledge Management Enterprise Product Sheet

        Download the fact sheet now to explore:
        • Key features – See how AC Knowledge Management Enterprise empowers your support team.
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        AC Ideas Ultimate Product Sheet

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        AC MemberSmart Product Sheet

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        AC Events Enterprise Product Sheet

        Download the fact sheet now to explore:
        • Key features – Learn how AC Events Enterprise automates registration, marketing, and analytics.
        • Benefits – Learn how it improves attendee satisfaction and helps your event shine.
        • Proven results – See how the app transforms your event outcomes.
         

        Complete the form to get your free copy.

         

         
         

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