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Learn MOAR in Winter ’23 with Flow Enhancements

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Did you hear? It’s Dreamforce week! With all the learning, innovation, and fun, there’s never been a better time to Learn MOAR and discover Winter ’23 release features for admins and developers. We know each release brings with it lots of amazing, new functionality and there can be a lot to digest. With Learn MOAR, we’re packaging the release and bringing it to you in an easy-to-digest format with blogs, videos, and more.

Earn a badge and enter for a chance to win* 1 of 5 cert vouchers by Nov. 30.

Warm up with Winter ’23!

It’s easy to get started!

  • Dig into the Trailhead trailmixes with the key release highlights for admins or developers, or both!
  • Follow along each day this week as we publish blogs highlighting all the great, new features on both the Salesforce Admin and Salesforce Developer blogs.
  • Get ready for Admin/Developer Release Readiness Live! For the first time ever, Release Readiness Live will be live at Dreamforce! Join product experts and evangelists/advocates to hear about new Winter ’23 release features. If you’re joining Dreamforce in person bookmark the session on September 22 at 3:00 p.m. PT. Tuning in to Dreamforce virtually this year? Join us for a live broadcast.

Follow and complete a Learn MOAR Winter ’23 trailmix for admins or developers by November 30, 2022, 11:59 p.m. PT to earn a special community badge and enter for a chance to win one of five $200 USD Salesforce Certification vouchers. Restrictions apply. Learn how to participate and review the Official Rules by visiting the Trailhead Quests page.

Flow enhancements are here!

Salesforce Admins love to automate, and I’m so excited to share updates in Winter ’23 that will give admins even MOAR ways to automate with Flow Builder.

Flow Builder improvements

In/Not In operator support for Get, Update, Delete elements

At long last, the In/Not In operators arrive to Get Records, Delete Records, and Update Records elements. Get rid of those nasty queries within your loops and scale with higher data volumes with these new operators. On the right-hand side of an In operator, you can use collections of type Text, Number, Date, DateTime, and Currency. Record Collection references are not yet supported.

You’ll now be able to do a query like, “Get me all Contact Records IN this collection of country names” or “Get me a list of all contacts using this collection of Ids”.

New query field.

Formula checking now available everywhere in Flow Builder

We released our new Formula checker in Summer ’22 for record-triggered flow entry criteria and have now expanded it to formula resources and Collection Filter! Validate that your formulas are in the correct format before saving your flow for a fantastic time-saver and peace of mind.

GIF showcasing new features that allows you to validate that your formulas are in the correct format before saving your flow.

Search when adding an element in Auto-Layout

When adding new elements in Auto-Layout, you’ll now be able to search across all flow elements and actions to quickly find what you need.

GIF that showcases how you can search when adding an element in Auto-Layout.

Cut and paste single elements in Auto-Layout

Need to move an element in Auto-Layout? Take advantage of cutting and pasting individual elements in Flow without switching into Free-form.

GIF showcasing that you can cut and paste single elements in Auto-Layout.

Hide resource panel/hidden by default

When in Auto-Layout, the resource panel will now be hidden by default and can be expanded/collapsed to save screen real estate when you need to view more of your flow.

GIF showcasing that you can hide resource panel/hidden by default.

Screen flows

Data Table (Beta) arrives!

You asked, we’re delivering! In October 2021, we asked you for feedback about our screen flow roadmap, and the #1 request was an official Datatable component. Due to the overwhelming responses and consistently high usage of custom Datatable components across all screen flows, we decided to bump it up in priority.

In Winter ’23, we’ll have a native Data Table available in Flow! Easily create tables of record data in Flow to enable users to select and view, with as many fields as you need displayed in the table. Select your record collection, pick your fields, and you’re done!

Native Data Table. More room for screen building

Open up the screen flow editor–notice anything? Yep, we’ve now made the screen editor significantly larger, giving you more space to create awesome screen flows.

Summer ’22

Example of Summer '22 screen flow editor.

Winter ’23

Example of Winter '23 screen flow editor.

Dynamic Forms for Flow goes Generally Available

Drag your record fields directly into screen flows with Dynamic Forms for Flow, now Generally Available (GA)! We spent this release polishing up under-the-hood with some added features, shown below, and will continue to bring more field types to Dynamic Forms over time.

Image showcasing how you can drag your record fields directly into screen flows with Dynamic Forms for Flow.

Record type filtering for picklists in Dynamic Forms for Flow

Get hyped! Picklists in Dynamic Forms for Flow are now record type aware upon entering the screen!

If a record resource has its RecordTypeId field set when entering a screen, any picklist values that are dependent on a record type will now display the correct picklist values. If no record type ID is set, the picklist will display all values. This addresses a 12,000+ points IdeaExchange idea and long-standing Flow request that we’re excited to deliver.

Image showcasing that Picklists in Dynamic Forms for Flow are now record type aware upon entering the screen.

Easier record resource creation

When creating a new record resource from the Fields tab, we now automatically jump you to the right resource (Variable → Record) type. Before, you had to go through a number of hoops before getting to the right resource type. This will make the process far easier for newer users and far faster for experienced builders.

Field visibility now fully supported

Before this release, conditional field visibility did not react to conditions that referenced components or fields that were on the same screen. Now, conditional field visibility in Dynamic Forms for Flow behaves as expected.

Lookup enhanced to support multiple records

Ever wish your users could select multiple records with the Lookup component? Is a Data Table too much for some basic use cases? Users can now select multiple records with the Lookup screen component! You’ll notice two new inputs: Maximum Selections and Record ID Collection.

  • To enable multi-select, you need to set the new Maximum Selections input to a number greater than 1.
  • The Record ID Collection input is used to set a default selection or ensure values persist if a user resumes the flow or navigates back to the screen.
  • The component now outputs the selected IDs into a Text Collection – Record ID Collection.

Image showcasing that users can now select multiple records with the Lookup screen component.

Pair with In operator!

This new multi-select capability pairs nicely with the new In operator. Just perform a Get Records to convert the user’s selection (a Text Collection of IDs output) into a workable record collection.

Choices now support external data (Apex-defined types)

The Apex-defined data type affords you a flexible way to represent complex data that isn’t well-modeled by the sObjects in your org. Customers often use the Apex-defined data type to represent external web objects, so that they can integrate with external web services either entirely declaratively through Flow and External Services, or with a mixed code & clicks pattern through Flow and invocable Apex.

Now, you can represent your external data as Choices using Collection Choice Sets that are Apex-defined types.

Embed screen flows in Lightning web components with the new ‘lightning-flow’ component

You can now embed screen flows directly inside Lightning web components (LWCs)! Reduce your Aura footprint and offload pieces of your custom components to Flow with the new ‘lightning-flow’ component.

The component behaves virtually the same as the Aura lightning:flow component with one exception—in the LWC version, we’ve resolved an issue with finish behavior that consumed unnecessary FlowInterview instances under certain conditions.

Record-triggered flows

‘Update Related Records’ comes to record-triggered flows

One of the few remaining gaps with Process Builder is the ability to easily update Related Records of the triggering record. While it was possible before, users coming from Process Builder may find this method more at home.

Now, you can select a new option in an Update element in a record-triggered flow: Update records related to the [object] record that triggered the flow.

From there, you can then select the relationship, or children, you want to update.

GIF showcasing how you can update related records.

As with Process Builder, you’ll also be able to specify criteria for which children to update.

ISCLONE() function added to triggered flows

Migrate more of your workflow rules (WFRs) to Flow with the new ISCLONE() function support!

ISCLONE() functions added to record triggered flows.

Workflow rule creation is now disabled

The Create New Workflow Rules button will be removed for most people in Winter ’23. It’s time to move to Flow!

Scheduled paths can now offset by months

New offset options let you schedule the path to run on the same calendar day of another month. Previously, you could specify offsets only in days, hours, and minutes.

New offset options.

No-code testing goes GA

No-code testing is now GA, and with it comes support for creating Scheduled Path tests and packaging compatibility.

Admins can now create automated tests to ensure their flows don’t break when other members of their team (or their future selves) make changes.

Flow Tests allow you to set up assertions or ‘assumptions’ about your results that you want to always stay the same. Those assertions protect your future self or others on the team from making costly mistakes in the future.

Example of a flow test.

See these new features in action!

Don’t forget to watch the Winter ’23 Admin Preview on September 22 during Release Readiness Live to see demos of a subset of these new, exciting features. Be sure to check out the Learn MOAR Winter ’23 for Admins Trailmix and follow along on the blog this week for more Learn MOAR!

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