Salesforce Spring ’23: Human Services Highlights

It may not feel like spring quite yet, but the Spring ’23 Salesforce Product Release is coming soon! This release includes many new features that become generally available on February 13, 2023. Here are some highlights! 

Recurring Donations Enhancements

Failed recurring donations will be flagged on the donation record. You can run reports and set up alerts to contact donors if payments fail to process.

Gift Entry Enhancements

You can create online recurring donations in Elevate from Gift Entry. This reduces the need to toggle between apps.

Program Management Module for Mobile

Use PMM in the field. Access and update information, collect attendance – now available on mobile!

Connect Marketing Cloud Intelligence with Tableau

If you have implemented Marketing Cloud CDP, the data can now be visualized in Tableau CRM. You can control where to send your data and which views you want to make available to your users.

Multi-factor Authentication

As of February 1, 2022, users are contractually required to use multi-factor authentication (MFA) when they access Salesforce orgs, either through direct logins with a username and password or single sign-on (SSO) logins. To help customers meet this requirement, Salesforce is automatically enabling MFA for direct logins. This action will occur in phases throughout 2023, starting with Spring ’23. 

Find out how and when your organization is affected here.

More Release Details

To learn more about the new features, check out this Trail.  For full release information, click here. If you have any questions, don’t hesitate to reach out to Provisio Partners

About Provisio Partners

Provisio is the largest dedicated Salesforce consultancy with a single focus in Health and Human Services. Understanding that there’s never a one-size-fits-all solution, Provisio listens and provides a custom implementation for each client.

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