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Salesforce Summer ’23 Flow Overview

So this time of the year and Salesforce has announced Summer ’23 release plan. As pre-release orgs are live so I did a quick scan and found few updates related to Salesforce flow. So today we will check some of the updates which I found in the latest Summer ’23 release related to Salesforce flow.

Make HTTP Callout (Post and Get) From Flow

With the HTTP callout Action we can now make POST(Beta) and GET(GA) request. With the new addition of POST type we can perform many different actions using point and click. eg: We can easily create a screen flow which will take file as user input and post that in google drive. We can also create a payment screen using Flow.

Here we need to set Query parameters and also need to share sample request and response. So flow can create one Apex service for that to handle the request and response. This apex service is reusable and can be used in multiple places.

Inbuilt Search on Datatable Component

Now we can provide inbuilt searchbox in datatable component in flow. Simply check the checkbox for Show Search Bar and a fully functional searchbox will be added in component.

It will now display 1500 rows instead of 200 rows from earlier. If we pass large set of data it will display first 1500 records.

Choice Lookup Component is Generally Available

Salesforce introduced the Choice Lookup component as a beta feature in the Spring 23 release. This input component lets us display our choices in a lookup format. In the Summer ’23 release, Choice Lookup component becomes generally available.

Email Action Enhancement in Flow

In the new Summer ’23 Salesforce release there are few enhancement related to Email Action. We now have many new options are available in email. One of them is we can now log email as activity from flow.

Just select the Log Email on Send and it will link email as Activity. We can log an email to a person record, including leads, contacts, and person accounts. We can also log the email to a related record of your choice, like an account or opportunity.

We can now select Lightning Email Template in flow. When configuring Send Email action, in addition to setting the ID of the chosen template, we also need to provide at least one value for the new Recipient ID and Related Record ID. These will be used to fill the template’s merge fields. This behaviour is same as we follow in apex.

Migrate to Flow tool Supports Process Builder Scheduled Actions

Migrate to Flow now supports Process Builder Scheduled Actions. It will only work when we select only one criteria. In case of multiple criteria it will give a warning.

End of Life of Process Builder

Last Year Salesforce remove option to create new Workflow rule. Now we cannot create new or clone existing process builder. We can still edit and make new version of existing process builder.

Update UI of Flow

With this release Salesforce also made UI enhancement of Flow. Add Element buttons now normally appear as a tiny circle and only expand to their full size upon hover. Also color contrast are also changed and a compact layout is used so we can see more element without scrolling.

You can signup for pre release Summer ’23 org here or you can also use an existing org which you have signup earlier. So which point you like most about Salesforce Summer ’23 Flow. Let me know in comments. Happy Programming 🙂

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