Category: Blog: Salesforce Releases

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Experience Cloud Summer ’25 Highlights: Release Updates You Should Know
Salesforce continues to evolve its digital experience platform, and the Summer ’25 Release brings a host of exciting enhancements to Experience Cloud. From AI-powered content generation to improved data security and richer component capabilities, these updates are designed to help businesses create smarter, more engaging digital experiences. For a complete overview of all updates, visit the official Salesforce Release Notes.
So, let’s dive into what’s new!
AI Joins the Build Process with Experience Builder Agent (Beta)
Experience Cloud now comes equipped with an AI assistant, Experience Builder Agent, to help you generate and refine content across your LWR site. Think of it as your on-demand writing partner, tailored to your brand.
Integrated directly into Experience Builder, Agentforce allows site builders to generate and refine written content instantly within any Text Block component. By setting your company’s brand identity in a dedicated settings field, the AI can tailor content to match your brand’s tone, messaging, and audience. It even serves as a conversational assistant, capable of answering experience-building questions based on Salesforce Help documentation, all without leaving the builder interface.
In Setup -> Digital Experiences -> Settings, select Enable Agentforce (Beta) in Experience Builder for enhanced LWR sites. Then, from Setup -> Agentforce Agents, use the Experience Builder Agent template to create and activate the agent.
Boost Data Interaction with New Record List Component
Salesforce Summer ’25 release is also making it easier for users to interact with data. The new Record List component improves how site visitors view, search, and sort records like accounts and cases. This new component supports responsive design and provides visual customization options, making it adaptable for desktop, tablet, and mobile users.
Combined with enhanced filtering and navigation, the user experience becomes significantly more streamlined and intuitive. Admins can adjust the display settings for the lists, such as header visibility, colors, and border weight. Add pagination to the lists so that visitors can browse long lists in manageable chunks.
Upgrading to Enhanced LWR Sites
Salesforce is continuing to evolve its digital experience platform by encouraging a shift to enhanced LWR sites. This transition brings a more powerful and flexible framework for site development, offering benefits such as:
- Expression-based visibility and component variations.
- Improved site content search with the Search Bar and Results Layout components
- Partial deployment
- Data Cloud integration
- Enhanced CMS workspaces and channels
- Greater styling precision through component-specific Style tabs, and more.
Designed to unify LWR sites and CMS under one robust architecture, these enhancements promise a more scalable and efficient approach to site management, ensuring organizations can deliver highly tailored digital experiences with ease.
To upgrade an LWR site, in Experience Builder, select Settings -> Updates, and click Upgrade. After you upgrade your site to an enhanced LWR site, the site’s metadata changes. Unlike non-enhanced LWR sites, which use the ExperienceBundle metadata type, enhanced LWR sites use the DigitalExperienceBundle and the DigitalExperienceConfig types.
Better Security, Fewer Headaches
Security continues to be a focal point in this release. Salesforce is tightening site security by requiring email verification when new Aura or LWR sites are created. This ensures that each new site is linked to a confirmed sender’s email address, preventing unauthorized use and enhancing trust. Verified emails are also a prerequisite for sending welcome messages to new site members, reinforcing secure and reliable communication from the start.
To verify the sender’s email address, from the site in Experience Builder, go to Workspace -> Settings and select Verify. A verification email, which includes a verification link, is sent to the sender’s email address.
Upload Files on LWR and Aura Sites with New Component
On the usability front, a new File Upload Enhanced (Beta) flow screen component, previously unavailable for LWR sites, has been introduced. This component supports required file uploads within flows, making it easier for visitors to submit documentation or complete form-based processes directly on the site.
A Few More Touches You’ll Appreciate
- Session timeout warnings on LWR sites help authenticated LWR site users save their work before getting logged out.
- Information icons now appear in a neutral gray by default, providing better visual contrast regardless of a site’s theme. When users hover over the icon, it shifts to the site’s designated Action Color, aligning with the behavior seen in the standard Lightning record field experience.
Modernized Record Experience for Aura Sites
Starting with the Summer ’25 release, Salesforce is upgrading the Create Record Form, Record Banner, and Record Detail components in Aura sites to Lightning Web Components (LWC) for better performance and accessibility. Notable changes include:
- Improved button alignment: Buttons are now centered instead of right-aligned.
- Enhanced form structure: Required fields are clearly indicated with asterisks and visual cues such as red outlines and inline error messages if left blank.
- Refined error handling: Error messages now appear at the bottom of the form rather than at the top, reducing visual clutter.
- Improved field interaction: Fields in focus are highlighted with a yellow background to improve visibility.
- Dynamic page headers: Headers scroll with the page instead of staying frozen at the top.
- Expanded success messages: Toasts can now reference Salesforce IDs.
- Visual updates: Additional icons are included by default, some of which remain visible without requiring a mouseover.
- Better link visibility: More contextual links are now present throughout the form.
To enable a modernized record experience, from Experience Builder, open Setup -> Digital Experiences and go to Settings. Under Experience Management Settings, select Use Lightning web components on your record pages in Aura sites.
This update is automatically enforced in Summer ’25, so it’s recommended to test any customized components beforehand.
Wrapping Up
These updates reflect Salesforce’s broader mission to empower teams with tools that are smarter, safer, and more user-friendly. The Summer ’25 release transforms Experience Cloud into a more flexible, AI-driven platform that’s ready for the future of digital engagement.
As these features roll out, Experience Cloud users will find themselves with more control, greater efficiency, and enhanced creativity when designing their customer or employee-facing sites. The future of digital experiences on Salesforce is not just faster—it’s also more intelligent, secure, and user-centric.
June 9, 2025
Salesforce Spring ’25 Experience Cloud Release: 5 Key Experience Cloud Changes
Several new Experience Cloud improvements arrive with Salesforce Spring ’25, focusing on LWR sites with easier styling and publishing, better performance options, and new components for data display and mobile access.
Below are 5 changes worth knowing with a quick explanation of what’s new in Salesforce Spring ’25 Experience Cloud release, why it matters, and where to find it in Experience Builder.
At a glance:
- Enhanced LWR upgrade path
- Experience Delivery for faster sites
- Experience Builder usability updates
- Record List (beta) for LWR pages
- And one-tap biometric login for the Experience Cloud app.
* Availability may vary by org setup, template, and feature enablement
At Advanced Communities, we are Experience Cloud experts and can help with projects of any complexity. Learn more here.
1. Upgrade to Enhanced LWR Sites
Maximize the latest features by upgrading your existing LWR sites to enhanced LWR sites. Try out such features as partial deployment, enhanced CMS workspaces and channels, and expression-based visibility.
The enhanced sites and content platform is a versatile system that integrates Salesforce CMS with LWR sites. As part of the ongoing transition to the enhanced platform, you can upgrade your existing LWR sites to benefit from features exclusive to enhanced LWR sites, such as:
- Expression-based visibility and variations: create multiple versions of a component and set visibility rules to control who sees each version.
- Component-specific Style tab: use the Style tab for custom CSS for more precise control over each component’s appearance.
- Site content search: implement the Search Bar and Results Layout components to add search functionality that includes results from enhanced CMS workspaces.
- Data Cloud integration: link enhanced LWR sites to Data Cloud for a comprehensive view of your site visitors and strategies for better engagement.
- Enhanced CMS workspaces: benefit from role-based workflows and approvals, content variations, collections, and the ability to share workspaces.
How to upgrade (quick steps):
Go to Experience Builder → Settings → Updates, and click Upgrade. Once you upgrade to an enhanced LWR site, the site’s metadata will be updated.
2. Use Experience Delivery for Better LWR Site Performance
Leverage Experience Delivery – a robust new infrastructure for hosting LWR sites, to enhance the scalability and performance of sites built with the Build Your Own (LWR) template. This infrastructure offers subsecond page load times and enhances security and search engine optimization.
In this Spring’25 release, you will see the following features of Experience Delivery:
- Enhanced load-time performance for authenticated pages.
- The ability to test in a sandbox before transitioning to production. You can now set up a custom domain in production that directs to your sandbox.
- Access to customizable availability pages, including Too Many Requests and Down for Maintenance pages.
- Server-Side Rendering (SSR) support for more components and various bug fixes.
Experience Delivery is available for both new and existing LWR and enhanced LWR sites that are designed with a Build Your Own (LWR) template. This functionality will be beneficial for those developers who are experienced in:
- Creating LWR or enhanced LWR sites using Experience Builder
- Developing custom Lightning web components that are ready for server-side use
- Using Salesforce DX
How to upgrade:
To activate Experience Delivery, go to the Administration Workspace on your Experience Cloud site → Go to the Settings tab → Activate the appropriate checkbox.
3. Usability Upgrades for Experience Builder
This Salesforce Spring’25 release update allows you to use the Base Font Family field to simultaneously set the font family for all text on your LWR site. Track the changes made to your Aura and LWR site with each publication, and view these details in the Change History panel.
Dock the component property panel while working on your Aura or LWR site to get a complete view of the site on the canvas. You can find all LWR components related to site headers in the new Site Headers section of the component palette.
For LWR sites, you can select a font family from the Base Font Family dropdown in the Text section of the Theme panel.
- In LWR sites created in Spring ’25 and later, the Base Font Family property is set to Visitor’s Native System Font by default. Each text element in the Text panel defaults to Use Base Font Family in the Font Family picklist.
- For all LWR sites, the Font Family dropdown for each text element now offers options for Use Base Font Family and Visitor’s Native System Font. With the introduction of the Base Font Family property for LWR sites, the Salesforce Sans font is no longer available for sites created in Winter ’25 and later.
Base Font Family setting in Experience Builder (Spring ’25 update)
- In Aura and LWR sites, the confirmation window for publishing now features a Publication Description field, allowing you to outline the changes you’re making with that publication. These details will be displayed in the Change History panel within Experience Builder Settings, ensuring that your site updates are tracked over time.
Publication Description field in the publish dialog for Aura/LWR sites.
- On Aura and LWR sites, you can click the pushpin icon in any component property panel to dock it, allowing the entire site page to be visible on the canvas.
Docking the property panel (pushpin) for a wider canvas view
Recent updates to the property panels for the Section component on Aura and LWR sites, as well as the Columns component for LWR sites, enhance the visibility of the Column Layout and Column Distribution properties. The thumbnail layout images for Column Layout now feature a darker gray, and in the Column Distribution property, deselected columns appear in gray.
- This Experience Cloud Spring’25 updates for LWR sites also feature the components related to site headers, such as the Navigation Menu and Site Logo, which are now gathered in the Site Headers section of the component palette.
Learn more about the power of Experience Builder in our expert blog post.
4. Beta: New Record List Component for LWR Sites
This Spring’25 Salesforce release allows you to elevate your site’s data presentation with the Record List component LWR (beta). This powerful tool simplifies the integration of dynamic, list-view data for various objects.
Seamlessly select your target object and corresponding list view directly within the property panel and generate live previews of records like Accounts and Cases on your page layout instantly.
Plus, there is a robust, integrated search functionality that empowers site visitors to effortlessly explore and locate information. Enhanced styling options provide granular control over header settings, record display, and pagination. All this only adds up to a polished and professional aesthetic.
Furthermore, in the Salesforce Spring’25 release, there is an expanded layout customization and component visibility controls that deliver unparalleled flexibility. They let you fine-tune your website’s user experience and visual appeal.
How to upgrade (quick steps):
- Go to Experience Builder → Drag the Record List (beta) component onto the canvas.
- Choose your object and list view → Adjust your settings.
- Set up record detail pages to facilitate navigation within the objects.
5. One-Tap Login to the Experience Cloud App
The new Spring’25 Salesforce release makes it possible to leverage a Biometric Login Button component for secure login to Mobile Publisher for Experience Cloud app with face or fingerprint recognition.
How does it work? The component generates a button that opens the face or fingerprint login prompt. App users can tap the button to try biometric login again if they initially close the prompt or if their earlier attempt to log in using face or fingerprint recognition was unsuccessful.
Planning changes for Spring ’25?
If you want a quick assessment of your Experience Cloud setup and a detailed plan for improvements, contact our team.
January 30, 2025
Salesforce Winter ’25 Release: 6 Major Experience Cloud Changes You’ve Got to See
The Salesforce Winter ’25 release brings a focused set of improvements to Experience Cloud, covering LWR site design, SEO, data capture, and file handling. If you manage portals, community sites, or branded digital experiences, this release touches nearly every layer of your setup.
Here’s what’s changing: design controls for LWR sites, SEO-friendly URL slugs, data providers in beta, revamped navigation components, expanded Data Cloud event tracking, and file upload support for LWR, plus a few notable minor additions. For the whole list of changes and release notes, please click here.
You can also watch a quick video recap of all six Salesforce Winter ’25 Experience Cloud updates we’ve mentioned above:

1. Brush up on the Look and Feel of an LWR Site
The latest Salesforce Winter ’25 Release lets us play around with more design and layout controls. If previously, you could customize only a full section or an entire site, you can now customize the color palette for an individual Column component.
Theme Layout Settings for Scoped Header/Footer
Pages using the Scoped Header and Footer theme layout component on LWR sites built with the Build Your Own template now have access to a new Theme Layout Settings panel.
Where to find it: Experience Builder → Theme → Theme Layout Settings.
Two new options are available:
- Fix theme header — the entire header region sticks to the top of the page while scrolling
- Position theme footer at page bottom — the footer stays anchored at the bottom regardless of content length
You can also access that via Settings → Theme in the Scoped Header and Footer section.
More Color Control
The updated Buttons panel lets you configure colors separately for primary, secondary, and tertiary buttons. For each button type, you can define:
- Background, border, and text color
- Three states: default, hover, and focus
Color Palette for the Columns Component
You can now apply a color scheme at the Columns component level on all LWR sites. No more overriding section-wide styles to get a different column color.
How it works: In the component property panel, select a color from the Color Palette menu, or click New to create a custom palette for that component. Any palette you create or modify at the column or section level will appear in the Theme panel for reuse.
Headings Appearance
You can now customize Heading 5 and Heading 6 in the Theme → Text panel, just like other heading levels. Configurable attributes include font family, font size, character spacing, and more. Both heading levels are also accessible via the Text Style menu in the Text Block component.
Why It Matters
- Faster brand alignment across multi-page LWR sites without custom CSS
- Button and column styling is now admin-accessible, not just developer work
- Consistent UI across desktop and mobile becomes easier to maintain
- More visual control over typography without touching code
2. Customize the URLs for Accounts and Contacts to Enhance SEO (Generally Available)
Previously, SEO-friendly URL slugs were only available for custom object pages on enhanced LWR sites, and for Product and Catalog pages on LWR Commerce sites. With Winter ’25, this feature is now generally available for Account and Contact pages too.
What Are URL Slugs?
A slug replaces the record ID in a page URL with readable, keyword-relevant text. Instead of /accounts/001Xx000003GYnM, users (and search engines) see something like /accounts/acme-corp. This helps search engines index your pages more effectively and improves organic visibility for your LWR site.
How to Enable SEO-Friendly URL Slugs
Where to find it: Site Workspace → Administration tile → Preferences → Use SEO-Friendly URL Slugs
Toggle the setting on to activate slug generation for Account and Contact record pages.
You can import slugs from a CSV file via Object Manager. Add the SEO tab to Lightning record pages to create and edit slugs individually at the record level.
3. Enhance Your LWR Site Experience by Curating Data Providers on a Page (Beta)
This update introduces Data Provider Configuration at the page level in Experience Builder. It lets you define and manage where a page pulls its data from, whether that’s an Apex class or a standard Record data provider.
What You Can Do
- Set up multiple data providers per page
- Use data from Apex or Record data providers in the page and its individual components
- Centralize data retrieval logic at the page level instead of component-by-component
Where to Find It
Experience Builder → Pages → [three-dot menu next to page name] → Page Settings → Data (Beta) tab
4. Customize Navigation and More with Revamped Components for LWR Sites
Winter ’25 brings meaningful updates to several core LWR site components: most notably the Navigation Menu, with a new beta Site Header and improvements to the Grid component, rounding things out.
Navigation Menu Component
You can now fine-tune the Navigation Bar (desktop) and Mobile Navigation (mobile) within the same Navigation Menu component — no code required.
Where to find it: Page Structure → Navigation Bar → Settings
Configurable properties include:
- Colors, borders, spacing
- Text styles and accent lines
- Separate configurations for desktop and mobile
Responsive behavior: On tablets, landscape mode shows the desktop navigation; portrait mode shows the mobile navigation.
Supported menu item types: External URL, Menu Label, Salesforce Object, Site Page.
Site Header Component (Beta)
A new Site Header component is available in beta. It includes slots for your company logo, a navigation menu, and a call-to-action button. You can add or remove sub-components based on your layout needs.
To use it with the Microsite template: Settings → Theme → Generate a theme layout using Simple Theme Layout → Apply the new layout to target pages → Remove the default header → Add the Site Header component
Grid Component
The Grid component now supports an option to resize all cells to match the height of the tallest container. This makes vertically uneven content look consistent across columns. It’s useful for card-style layouts.
Site Logo Update
On LWR sites built with the Build Your Own or Microsite template, the Site Logo component now shows a placeholder graphic when no logo has been set, making it easier to spot and configure during setup.
5. Use Improved Data Cloud to Capture More Events
E-commerce folks, this is your high time! Data Cloud integration in Winter ’25 adds tracking for a wider range of checkout and cart events, which means richer behavioral data without custom instrumentation.
New Events You Can Now Capture:
- Begin checkout
- Enter contact info during checkout
- Register during checkout
- Enter shipping address during checkout
- Enter billing address during checkout
- And a lot of others! Check out the full list in the official release notes.
Where to find it: Experience Builder → Settings → Integrations → Data Cloud tile → Add to Site (in our screenshot, it’s currently unavailable) → Share site data with Data Cloud
Once Data Cloud is enabled, the integration version appears on the integration card. After any version upgrade, publish your site to begin sending updated engagement data to Data Cloud.
6. Link Files from Your LWR Site to Salesforce (Beta)
The File Upload Lightning web component is now available for LWR sites, including enhanced LWR sites. Previously, this component was only supported on Aura sites.
Users on your LWR portal or community site can upload files directly to your Salesforce org using the native File Upload component — no custom development required.
Where to find it: In Salesforce Setup, use the Quick Find box → Salesforce Files → General Settings.
Two options to enable:
1. Allow site guest users to upload files — enables file upload for unauthenticated visitors
2. Use the File Upload Lightning web component for LWR sites (Beta) — activates the LWR-compatible version of the component
Minor Experience Cloud Enhancements in the Salesforce Winter ’25 Release
This was quite a list of top upgrades Experience Cloud faces this release. However, we don’t want to leave some minor yet powerful improvements away.
Export and Integrate Shared Business Across Salesforce Orgs with Partner Connect
You can simplify cooperation on the business you share with reliable associates. Partner Connect establishes a secure connection between two Salesforce orgs, enabling a partner to transfer specific records from a vendor’s Experience Cloud site to the partner’s org. This connection remains active for the exported records, offering vendors and partner users a read-only view of the independent progress of the records for each company.
Improve LWR Site Performance with Experience Delivery (Pilot)
Enhance the scalability and speed of your LWR sites by utilizing Experience Delivery, an advanced new platform for hosting LWR sites. In addition to rapid page loading times, this updated platform offers enhanced security and search engine optimization.
Use the Latest Features from Mobile Publisher for Experience Cloud
The Mobile Publisher is now available for Experience Cloud LWR sites. You can protect your app’s information by activating snapshot prevention, which hides the app’s snapshot when it’s running in the background on a device.
Additionally, you can now configure Marketing Cloud notifications for an Android app using consolidated Google Firebase fields in the Mobile Publisher Setup.
Key Takeaways
- LWR design controls are now more granular — admins can style buttons, columns, and headings (including H5/H6) without custom CSS, directly from Experience Builder.
- SEO-friendly URL slugs for Accounts and Contacts are GA — replacing record IDs in URLs improves search engine indexing and organic traffic to your LWR site pages.
- Navigation and layout components got a real upgrade — the Navigation Menu now supports separate desktop/mobile configurations, and the new Site Header component (Beta) gives you logo, nav, and CTA in one place.
- File Upload is finally available on LWR sites (Beta) — guest and authenticated users can upload files directly to Salesforce without Aura or custom development.
Need Help with Your Salesforce Instance?
Advanced Communities is a Salesforce implementation partner specializing in Experience Cloud. Whether you need help with a new implementation, configuring new features, migrating from other platforms, or ongoing managed services, our team has done it before.
Book a call with us to discuss your case.
October 15, 2024
Salesforce Experience Cloud Summer ’24 Highlights
As we approach the hot season, the temperature is rising, and so is the commitment of the developer teams in the industry. If you are as impatient as we are about the Salesforce Summer’24 Release date, we have you covered – it’s running in June! Following a good old tradition, we are inviting you to comb through the key release notes for this release.
Jumping a bit ahead, these Salesforce Summer’24 release notes hold enhanced Experience Cloud customization options, specifically revolving around Build Your Own (LWR or Lightning Web Runtime) and Aura sites. You can play around with styling features, fonts, and buttons on your LWR sites. To save you the trouble of surfing through all those docs, we gathered the cream of the crop in this blog article and shoot a quick video for your convenience. Dive in!
3 Main Experience Cloud Updates from the Summer’24 Release
We compiled the key 3 Experience Cloud changes that will boost your site’s performance and look big time. However, you can check out the full list of the Summer’24 Salesforce Experience Cloud updates in the release notes.
1. Polish the Layout of Your LWR Site for Every Screen Size
In this release, you can feel more flexible over the layout of your LWR site and set up the best presentation of your content on any screen size. Thus, you can arrange columns view (side by side or stacked), identify the arrangement for desktop, tablet, and mobile, and vertically align components across columns to the top, center, or bottom of the column.

Note! The current update is true for LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
If you don’t have an LWR site, create it. From Setup, type Digital Experiences in the Quick Find box, and choose All Sites → New → Build Your Own (LWR).
From Experience Builder, go to the Section or Columns property panel, specify the Section Minimum Height, column arrangement (on the screenshot, you can see it is true for Desktop), and column alignment.
To select the column arrangement for a specific screen size, use the View Mode dropdown in the top right corner to choose Desktop, Tablet, or Mobile view, and adjust the column arrangements as you see fit.
2. Customize the Forms and Buttons on Your LWR Site with New Styling Features
Now you can have more opportunities to update your brand identity via additional style properties for forms and buttons. You can alter the padding for input fields and buttons, the shape of checkboxes, the color scheme of labels, input text, and so much more.
To find these updates, enter the Experience Builder of your site, go to Theme → Forms, and locate new properties for:
- Adjusting the field padding
- Choosing the font style, font size, text styles, spacing between the fields, captions, and input text;
- Setting the field borders, their shape, and thickness.
To change some more properties for the Form section (on the left screenshot below), go to Theme → Colors → Advanced, and specify colors for:
- Placeholder text, field labels, and input text, including a property to set the color of in-focus text;
- Backgrounds for fields and checkboxes, as well as properties to designate the colors for in-focus fields and selected checkboxes;
- Borders around fields and checkboxes.
You can also adjust the space above and below the text inside a button. Go to Theme → Buttons (on the right screenshot below) to do that.
3. Add CRM Analytics Dashboards to LWR Sites (Generally Available)
The Salesforce Summer’24 release notes tell us you can add the CRM Analytics Dashboard component on your LWR site to let your users engage with related analytics and figures. This way, customers can see visualizations of account data alongside their account information.
As for the other specs for this component, you can choose the dashboard needed, specify its height, filters, and check/uncheck the checkboxes:
- Show Share Icon
- Show Title
- Show Header
Minor Experience Cloud Updates in the Summer’24 Release
While these were the top 3 Experience Cloud enhancements in the Salesforce Summer’24 release notes, we want to mention some other minor yet meaningful improvements that your sites would benefit from:
Upgrade your app with the latest features from Mobile Publisher for Experience Cloud
You can protect your Mobile Publisher for Experience Cloud app with new security functionalities, such as user opt-in biometric login (beta), snapshot prevention, and customizable mobile security policies.
Integrate with Data Cloud to harness site data (Generally available)
You can now connect your Data Cloud to your LWR site. This change collects users’ insights and their data from a site (user’s profile and engagement) and allows you to create analytics and personalize your sites. When you turn on your Data Cloud integration, it connects your site to Data Cloud so that you can start tracking events as they occur on your site.
See updates to dependent picklists while editing records in LWR sites
The Record Detail component in LWR sites now supports dependent picklists. Once a site visitor changes the value of a controlling field, they see updates to dependent field options and values. This support also includes compound fields such as Address when state and country/territory picklists are enabled.
Customize URLs for Accounts and Contacts to improve SEO (Beta)
To boost organic traffic even more, you can customize URLs that improve search engine optimization (SEO). This way, you can create SEO-friendly URLs aka ‘slugs’ for your site’s account and contact pages. A slug replaces the record ID in the URL with relevant and human-readable information, ensuring that search engines optimally surface your site’s page.
Customize Your Einstein AI-Generated Search Answer Settings
As the Salesforce Summer’24 Release date is getting closer, you have some time to play around with more customization options and see if you like it! You can create a unique title and description of your Einstein AI-generated search answers on the Results Layout component.
Improve the Performance and Scalability of LWR Sites with Experience Delivery (Pilot)
Experience Delivery is a new hosting infrastructure for LWR sites. It comes with enhanced security and search engine optimization (SEO) to ensure a site meets your customer’s needs.
The refined feature is based on server-side rendering (SSR) and a dedicated content delivery network (CDN) to render the page on the server and then cache it in the CDN.
Final words
The Summer’24 Salesforce Release won’t leave you empty-handed. It’s loaded with customization options for Experience Cloud (Aura and LWR sites), site performance changes, and security & sharing tweaks.
Advanced Communities always strives to deliver value to our readers, so we hope you get that after reading this in-a-nutshell piece. We keep our finger on the pulse for the next meaningful Salesforce updates and will spread the word to you!
May 16, 2024
5 Exciting Experience Cloud Features in the Salesforce Winter ’24 Release and Key Preparation Notes
The Salesforce Winter ’24 release brought a meaningful set of updates for Experience Cloud, from smarter visibility rules to a completely new approach to component styling. But getting the most out of any Salesforce release isn’t just about knowing what’s new. It’s also about making sure your org is ready before the rollout hits. This article covers how to prepare for the Winter ’24 upgrade and which Experience Cloud features are worth your attention.
Prepare for the Salesforce Winter ’24 Release!
Salesforce rolls out new releases three times a year, and each one follows a staged schedule, meaning the exact date your org gets upgraded depends on your specific Salesforce instance. Two orgs at different companies may receive the same release weeks apart.
How to Check Your Release Timeline
If you know your instance name, head to Salesforce Trust, find your instance, and select “Maintenance.” This will show you the precise date when Winter ’24 is scheduled to reach your org. If you’re unsure which instance you’re on, check your browser’s address bar when logged into Salesforce, your company’s org settings, or use the nslookup command on your computer.
What to Review Before Rollout
Once you know your timeline, it’s worth building a short pre-release checklist:
- Read the release notes. Salesforce publishes release notes in advance. Use the filters in Salesforce Help to focus only on the products and editions your org actively uses. There’s no need to read through changes that don’t apply to you.
- Sign up for a pre-release org. Test the new features and determine which ones are suitable for your organization before your sandbox is upgraded. You can do this by signing up for a test environment with the new release features enabled, also known as a pre-release org. Keep in mind that pre-release orgs will not retain any of your configurations.
- Test in your Sandbox. Once you have familiarized yourself with the pre-release org and examined the Release Notes for the relevant features, it’s time to assess the potential utility of those specific features and how they might influence the way your organization utilizes Salesforce. Use your sandbox to gain advance access to new features and experiment with configurations, all without affecting your live environment prior to the planned production upgrade.
New Salesforce Experience Cloud Features and Key Updates
With prep out of the way, here’s a look at the five Experience Cloud updates from Winter ’24 that are most likely to matter for your team.
1. Enhanced flexibility with expression-based visibility rules
Visibility rules for enhanced LWR sites got a significant upgrade. Previously, a single rule was limited to one logical operator: either AND or OR. With Winter ’24, you can combine both operators within the same rule, making it possible to build more nuanced, conditional logic without workarounds.
Expression-Based Visibility is now generally available. From the new Visibility tab in the component property panel, you can construct rules based on User object and Profile fields, targeting individual components precisely. You can also access fields on the User and Product objects, giving you better control over which users see which components and when.
2. Easily find components in Experience Builder
Navigating large or complex sites in Experience Builder got noticeably easier. The canvas and the Page Structure panel are now synchronized: clicking a component in the Page Structure panel automatically scrolls the canvas to that component and opens its property panel. The reverse is also true: clicking on the canvas updates the Page Structure panel to reflect your selection.
An additional small but useful change: the label for any selected component on the canvas now displays in full, even when the component itself is narrow. It’s a minor detail that makes a real difference during editing.
3. Creating component variations in enhanced LWR sites (beta)
Component Variations, introduced in Winter ’24 as a beta feature, let you create multiple versions of a single component and use visibility rules to control which version different users see. This removes the need to duplicate components or build complex conditional logic outside the component itself.
To get started, open your component, select the Component Variations dropdown, and choose New Component Variation.
4. Add custom CSS using the new Style tab
Site builders with CSS knowledge now have a dedicated place to work. The new CSS Class property is available on all Lightning web components in your LWR site and is accessible through the Style tab in the component property panel. You can define CSS classes in your site’s Head Markup and apply them to any component, including custom LWCs built specifically for your site.
This gives teams with frontend expertise a more direct way to control the look and feel of individual components without having to work around the standard theming options.
5. Boosting functionality with the Actions Bar component
The Actions Bar component allows users to create and update Salesforce records directly from within an LWR site. It can be added to any object detail page and styled to match your site’s branding settings, and it now appears by default in the Components palette on more object detail pages than before.
To use it, drag the Actions Bar component onto an object detail page, then configure the actions you want to expose.
The component supports Edit (standard action), Create a Record, Update a Record quick actions, and headless LWC quick actions. For teams building data-driven experience sites, this opens up meaningful self-service capabilities without requiring users to leave the page they’re on.
Wrapping Up
The Winter ’24 release was a solid step forward for Experience Cloud, particularly for teams focused on personalization and site-building efficiency. Expression-based visibility rules, the new Style tab, and the Actions Bar component together give admins and developers more precise control both over the logic behind what users see and how they interact with records.
More broadly, the release is a reminder of why staying on top of Salesforce updates matters. The most value comes not from reading the release notes once, but from actually testing changes in advance in a sandbox, against your real configuration so your team knows exactly what to expect when production upgrades.
September 15, 2023
Lightning Article Editor & Article Personalization: Biggest Salesforce Knowledge Update
New Salesforce release brings a major leap forward for Salesforce Knowledge, and the centerpiece is the updated Lightning Article Editor — a more capable, accessible, and author-friendly tool built to replace the legacy Knowledge Editor. Alongside it, Article Personalization gives teams a new way to tailor what each user sees within the Service Console. Announced in the Summer ’23 release, both features are going live in 2025 and will change the way you manage your knowledge base. In this article, we break down these updates and walk you through how to enable them.
Lightning Article Editor Feature Overview
The Lightning Article Editor in Salesforce Knowledge is a modern authoring environment designed for knowledge authors and content managers who need more control, speed, and flexibility when creating and maintaining Salesforce Knowledge articles. It replaces the previous editor with a richer toolset while remaining fully backward-compatible with existing content.
Key capabilities include:
- Full-screen editing mode. Expands the editor to fill the entire screen, reducing distractions and giving authors more visual space. It’s especially useful for longer or more complex articles.
- Advanced table editing support. Add or remove rows and columns, resize and merge cells, and control table borders and background colors, all directly within the editor without workarounds.
- Accessibility checker. A built-in tool that flags readability and navigation issues before publishing, helping your team meet accessibility standards without a separate review step.
- Seamless copy/paste from external sources. Paste content from Word documents, Google Docs, or web pages and preserve formatting cleanly, reducing manual cleanup time.
In addition to these features, the Lightning Knowledge Article Editor in Salesforce offers several other benefits. Authors can adjust the line height for improved readability, embed Google Docs, export articles to PDF format, and add alternative text (Alt text) for images, among other capabilities. It provides a comprehensive toolset for creating informative and visually appealing articles.
The Lightning Article Editor is backward-compatible: all articles created in the old editor render correctly in the new one, so there’s no migration work required.
To get started, open an existing article and click Edit, or click New, and the Lightning Article Editor loads automatically.
Article Personalization Feature Overview
Article Personalization in Salesforce Knowledge applies the logic of Dynamic Forms to Salesforce Knowledge, letting teams control what each user sees on a Knowledge record page based on their role, permissions, or record attributes. This means the same article can surface different content to different agents without duplicating articles or building complex workarounds.
So, what does that mean for you? Well, it means you can do some pretty awesome things:
- Conditionally show or hide fields to users within the Service Console. You can set up conditions to determine which fields should be shown or hidden based on specific attributes of the user’s record or their permissions. This way, you can provide a more personalized experience and only display the relevant information to each user.
- Customize Knowledge record pages using the Lightning App Builder. Say goodbye to traditional page layouts! With the Lightning App Builder, you have the freedom to drag fields anywhere on the page and set visibility for each individual field.
- Format the Knowledge record page using tabs. Want to improve the readability of your articles and decrease loading times? Well, now you can! By formatting your article using tabs, you can organize the content into sections, making it easier for users to navigate and find what they need.
- Expand or collapse field sections. Sometimes, you want to give users the option to reduce clutter and focus on what’s important to them. With the Salesforce Knowledge Article Personalization feature, you can create collapsible field sections. This way, users can expand or collapse specific sections as they please, creating a cleaner and more user-friendly interface.
Enabling Lightning Knowledge Lightning Article Editor & Article Personalization
How to enable Salesforce Knowledge Lightning Article Editor and Article Personalization for Knowledge?
For this, you must enable the Lightning Article Editor release update:
- Go to Setup in your Salesforce org.
- In the Quick Find box, search for Release Updates.
- Locate the Lightning Article Editor release update and click Get Started.
- Review the details and click Enable to activate the update.
Once enabled, the new Lightning Article Editor automatically replaces the previous Knowledge Editor across the org.
Salesforce Knowledge: Winter ’26 Improvements
Winter ’26 brought notable AI-powered enhancements to Knowledge:
- AI-generated article summaries: Knowledge articles can now display AI-generated summaries, giving readers a quick sense of whether an article is relevant to them. It’s a big boost for self-service.
- Dynamic Q&A sections: Customers can now see the most relevant questions and answers directly on a knowledge article page, automatically ranked by popularity, reducing the need to scroll through long articles.
- Knowledge Feedback form translations: Support for translating Knowledge Feedback forms, helping global teams collect insights more effectively.
- Generative Knowledge Answers (for Einstein Bots): The ‘Generative Knowledge Answers’ step can now be added to an Einstein Bot dialog for richer, AI-powered responses.
- Enhanced Einstein grounding with Knowledge articles: Einstein now includes improved grounding capabilities using Service Cloud data, including Knowledge articles, to generate more accurate, context-aware responses visible in Lightning Experience.
AC Knowledge Management Enterprise: Your Best Friend in the Salesforce Knowledge Management Journey
If your team actively works with Salesforce Knowledge at scale managing large article volumes, supporting self-service portals, or dealing with complex filtering and search requirements, the native Salesforce interface only goes so far. That’s where AC Knowledge Management Enterprise from Advanced Communities comes in.
Built directly on force.com and packed with many great features, it enhances the standard capabilities of Salesforce Knowledge. Serving as a powerful PRM tool for both Salesforce Partner Experience Cloud sites and Salesforce Customer Portal sites, this app streamlines documentation sharing while fostering self-service and collaboration.
While utilizing Salesforce Lightning Knowledge on the backend, it features a custom intuitive interface for filtering, viewing, and searching articles, ensuring a user-friendly UX, streamlining customer support, and enhancing the overall customer experience. It’s the ideal solution for efficiently managing Salesforce knowledge articles even in large volumes.
Some of the features include:
- Article creation directly from the Experience Cloud site
- Advanced case deflection wizard
- Powerful filtering and search capabilities
- Data categories support on Experience Cloud
- Enhanced article view and sorting logic
- Article following and subscription with an integrated rating system
- Multilingual support and separate cloud multibases
Not sure where to start, or looking to build something more polished?
Advanced Communities is a certified Salesforce implementation partner with deep expertise in Experience Cloud and a long track record of building Knowledge Bases for organizations of every size, from lean teams to enterprise-scale operations. We know what makes a Knowledge Base not just functional, but genuinely great to use. Book a call with us and let’s talk about what’s possible for your org.
August 9, 2023
Salesforce PRM for Slack App: Key Considerations and Requirements
Managing a partner program across email threads, spreadsheets, and disconnected portals is a familiar pain for channel teams. The PRM for Slack App in Salesforce directly addresses this problem by bringing vendor-partner collaboration into the communication tool most teams are already using every day.
This guide explains what the PRM for Slack is, how it works within the Salesforce PRM and Experience Cloud ecosystem, what you need to get it running, and when it genuinely makes sense for your partner program.
PRM for Slack App: What It Is and How It Works
PRM for Slack app is an innovative tool, part of the Sales Cloud partner relationship management, designed to revolutionize how vendors and partners work together. By connecting vendors and partners directly within Slack, it allows for seamless communication, information sharing, and collaboration, bringing everyone on the same page.
It operates at the intersection of three key systems:
- Salesforce PRM — the underlying partner data model (accounts, opportunities, leads, deal registrations)
- Experience Cloud partner portal — where partners access their full portal experience, manage records, and consume enablement content
- Salesforce for Slack integrations — the technical layer that connects Slack actions and notifications to Salesforce data
Imagine having a centralized space where vendors and partners can easily share updates, collaborate on opportunities, and speed up approval processes. Well, that’s exactly what the product offers! It brings your internal sales teams and partners into a single partner channel, making it a breeze to access, update, and share important records. Plus, you can automate key business processes, saving time and effort. Integrating the PRM for Slack app with Sales Cloud and the partner portal takes partner management and collaboration to the next level.
With the PRM for Slack partner management software at your disposal, as a vendor, you gain the ability to:
- Collaborate effectively with your partners, promoting synergy and joint efforts.
- Sell together with your partners, leveraging combined strengths for increased success.
- Automate processes to enhance efficiency and reduce manual effort.
- Ultimately, drive partner sales as a cohesive team, maximizing results and achieving shared objectives.
Why use PRM for Slack?
The practical value comes down to reducing friction in daily workflows. Instead of chasing updates across email and portal messages, vendor and partner conversations happen in a single channel tied to real Salesforce data. Partners can act on leads and opportunities without switching between systems, automated flows replace manual follow-ups, and deal registration or escalation workflows can be triggered directly from Slack. The result is better alignment between internal teams and partners, and everyone working in the same space where the actual deal activity is happening.
5 Key Features of the PRM for Slack App
1. Seamless integration. Search and post Salesforce records (opportunities, leads, accounts) directly into partner Slack channels. Teams stay current on deals without logging into Salesforce separately for every update.
2. Streamlined partner channels. Create and manage partner channels from either Salesforce Lightning Experience or directly in Slack. The app can automatically include all partners associated with a given Salesforce account, keeping the right people connected without manual setup.
3. Real-time collaboration. Partners and vendor teams receive live notifications and can collaborate from any device. Whether someone is at their desk or mobile, they stay in the loop without missing deal-critical updates.
4. Lead acceleration. The Lead & Opportunity Scoring feature within the PRM for Slack helps teams qualify leads faster and prioritize the deals most likely to close, reducing the time from lead assignment to active pursuit.
5. Automated business processes. Deal registration and lead distribution workflows, typically built on Salesforce Flow and global actions, can be triggered and managed from within Slack. This reduces manual steps and keeps processes consistent across the partner base.
Need help connecting your partner portal and Slack workflows?
Advanced Communities helps companies design and implement PRM portals on Salesforce Experience Cloud, including Salesforce + Slack integration support. Get in touch to discuss your setup.
Looking for ways to enhance your strategic relationship management with partners and drive lead generation for your business? This is the blog you need to read to learn how to enhance the capabilities of your partner portal.
Key Considerations to Keep in Mind
The PRM for Slack App isn’t simply switched on. It requires a specific combination of licenses, Slack configuration, and Salesforce setup before it works. Understanding these requirements upfront saves significant rework later.
To use the app, customers need a Slack Enterprise Grid edition and Partner Community Licenses.
Required editions:
Available in: Lightning Experience with Salesforce for Slack Integrations Enabled
Available in: Enterprise and Unlimited Editions with Salesforce for Slack Integrations Enabled
Available in: Slack Enterprise Grid
Core requirements checklist:
- You must enable the PRM for Slack app in Initial Slack Setup.
- You must be a Salesforce PRM customer and use Slack Enterprise Grid.
- Partner users need a Partner Community license. This requirement can be fulfilled by either the Logins and Members or the Partner Relationship Management SKUs.
- Partners must have a Slack workspace before they can work with the application.
How does it work?
Well, the solution uses Slack Connect, which allows channels in Slack to be made with people from different organizations. So, a company can link its workspace with its partner organizations. The company then connects the PRM for Slack app to its Salesforce account, while partner users connect the app to their partner portal. Once these connections are established, all the data is shared between the company and its partners.
What do partners want? It’s an age-old question for vendors, suppliers, and those involved in sales or managing partnerships. We’ve made an effort to answer it for you. Check out our latest blog to learn more about Salesforce partner management and discover the top three things partners desire and see what a partner portal as a PRM system can offer.
Typical Use Cases for PRM for Slack
Deal collaboration. Vendor and partner teams work on a joint opportunity in a shared Slack channel, posting deal records, discussing strategy, and tracking status, all linked to the Salesforce opportunity.
Lead distribution. Inbound leads are assigned to partners via automated flows, with notifications sent directly to the relevant partner’s Slack channel for immediate follow-up.
Partner account coordination. Account teams stay aligned with their partner counterparts through shared channels organized around accounts, reducing handoff delays and miscommunication.
Approval and escalation flows. Deal registrations, discount approvals, and exception requests can be routed through Slack-based workflows, with approvers acting on requests without leaving the conversation.
Strategic joint planning, Quarterly business review prep, co-sell planning, and partner enablement discussions can happen in dedicated Slack channels with full access to relevant Salesforce data.
When PRM for Slack Makes the Most Sense
This integration delivers the most value in specific partner program contexts:
- Distributed partner ecosystems where partners are geographically spread and async communication is the norm
- Partner-led or co-sell sales motions where close collaboration between vendor and partner is required on individual deals
- High-velocity deal environments where the speed of response to leads and approvals directly affects close rates
- Programs trying to reduce portal friction by meeting partners in the tools they already use daily
- Organizations where internal teams and partners need to collaborate on the same record simultaneously
It’s less compelling for programs with a small number of partners, low-frequency deal activity, or partner bases that are already highly engaged through the portal.
Common Limitations and Watchouts
Being clear-eyed about the constraints helps set realistic expectations:
- Slack Enterprise Grid is mandatory. There’s no workaround for lower Slack tiers, and the licensing cost is meaningful.
- Partners need their own Slack workspace. If partners are primarily email-based, adoption becomes a change management challenge, not just a technical one.
- Permissions and access need planning. Who can see what in shared channels, and how that maps to Salesforce record access, requires deliberate design instead of simple default settings.
- Channel governance matters. Without clear naming conventions, ownership rules, and archiving policies, shared channels can become difficult to manage at scale.
- Slack doesn’t replace a well-designed partner portal. The PRM for Slack App enhances collaboration around specific workflows, but partners still need a portal for onboarding, enablement content, deal registration forms, and reporting. The two systems complement each other.
Explore how a well-structured partner portal fits into the broader partner program picture in our blog post about the role of a partner portal in delivering an effective partner program.
How Advanced Communities can help
Setting up the PRM for Slack App is as much a strategy and design exercise as it is a technical one. Getting the most from Salesforce partner collaboration in Slack requires a solid underlying PRM portal, a well-configured Experience Cloud environment, and clear workflows for how Slack interactions connect to Salesforce data.
Advanced Communities is an award-winning Salesforce Experience Cloud consultancy with deep specialization in PRM portal strategy and implementation. We help channel teams build and scale partner programs on Salesforce, including PRM portal design and build on Salesforce Experience Cloud, partner UX, permissions, and access model configuration, and ongoing Experience Cloud support as your program grows.
Need help setting up partner collaboration in Salesforce and Slack? Book a demo to see what’s possible.
July 26, 2023
Summer ’23 Experience Cloud Features: Most Exciting Salesforce Updates
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.
1. Fill in the form by adding the criteria you need.
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.
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.
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.
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 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.
- 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.
May 23, 2023
Winter ’23 Experience Cloud Features: Top Salesforce Updates to Know
Salesforce’s Winter ’23 Release will be arriving on your org soon! Advanced Communities is here, as always, to share an overview of the most exciting and fresh features of this release for Experience Cloud. So, let’s go!
1. Get All the Advantages of Merging LWR Sites and CMS Workspaces
With the Winter ’23 Release, Salesforce presents a newly redesigned platform that consists of LWR Sites and CMS Workspaces hosted together. The great news is that Salesforce CMS is now absolutely FREE! Read more about it here. What does that mean? It means you can now enjoy the following features of this enhanced platform:
- Partial deployment to define which site components are ready to go live.
- Site content search to search content in the Rich Content Editor and HTML Editor components, along with content published with an enhanced CMS workspace.
- Easily create, edit, and publish content variations, translations, and collections.
- Add videos to the Rich Text fields to provide your users with more interactive content.
Note: Existing CMS workspaces and LWR sites are unaffected by this change and can’t use the platform’s features.
You can see the Enhanced badge near the Sites’ names in CMS under the Setup > Digital Experiences tab, and also on the Built Your Own (LWR) and Microsite (LWR) templates when selecting a template for the new Site.
2. Show CMS Collections on the Sites With the New Grid Component
Now you can add CMS collections and listviews to LWR sites using this new component. CMS collections created in enhanced workspaces can only be displayed in enhanced LWR sites, while non-enhanced LWR sites can show only object listviews within the Grid component.
The new Grid component has powerful functionality for data binding so you can select the values you want to show, pagination options, and data sources in the component’s property.
3. Improved Site Performance
Salesforce made several site performance improvements for users in this release, such as:
- Cached images are displayed faster and resized to fit any device—tablet, phone, or desktop—so users have a better browsing experience.
- Authenticated users can create records more efficiently, as micro-batching expands beyond guest users. With this function enabled, all records (cases, leads, etc.) will be submitted in batches, rather than one at a time.
- Now Header, Main, and Search tags are included in all Aura templates so users can clearly understand where they are on the page. For example, if the user opens a Chatter Question by clicking on the date link, he will see the question’s title on the site page.
Important Guest Users Security Updates
As mentioned in our previous release note overviews, Salesforce has started to implement some restrictions for guest users. As of Spring 2022, you can no longer assign guest users permission sets or permission set groups associated with permission set licenses that contain View All, Modify All, Edit, and Delete standard object permissions.
In the Winter ’23 Release, Salesforce starts to enforce these updates and removes all permission sets and permission set group assignments affected by this restriction from guest users. Now only Read and Create permissions are allowed for guest users.
To avoid disruptions that can affect workflows and other customizations, we recommend you review and remove all licenses and permission sets that contain restricted permissions before the Winter ’23 release goes live.
Summary
We hope you’ve enjoyed our news and updates about Salesforce and Experience Cloud. Our highly qualified team is always happy to help and answer any questions, so don’t hesitate to reach out.
November 25, 2022