Founder of Technical Potpourri, Co-Founder of Shrey Tech, Enterprise Cloud Architect
Salesforce Release is the process by which Salesforce updates its software platform to add new features, enhancements, and bug fixes. Salesforce releases typically occur three times a year, in spring, summer, and winter, and are named after the season in which they are released.
Each release includes a set of new features and improvements to existing features, which are designed to help users get more out of the platform. Salesforce also provides detailed release notes that outline the changes in each release, along with documentation and training materials to help users understand and adopt the new features.
In today’s blog, I am going to share a new change that is coming with Summer 23 Release. Salesforce is changing the way how you will add the external credential to your permission set. Before Summer 23, you will get an option to add a permission set right from your external credential page, but after Summer 23 release, you need to create the principals in your external credential. And then include the principal from your Permission Set page.
Read this blog post or watch the video below to understand the change that is coming along with Summer 23 release.
What Is Named Credential?
In Salesforce, a Named Credential is a secure way to store authentication information for external systems, such as OAuth 2.0 tokens or usernames and passwords. Once you create a Named Credential, you can reference it in Apex, flows, and other areas of Salesforce.
Using Named Credentials has several benefits, including:
Security: They allow you to securely store authentication information, and avoid the need to hardcode sensitive information in your code.
Flexibility: You can change the authentication information for a Named Credential at any time, without changing your code.
Simplification: Named Credentials can simplify your code by reducing the amount of authentication-related code you need to write.
Better debugging: When a callout fails, the debug logs will display the name of the Named Credential that was used, making it easier to troubleshoot issues.
Overall, Named Credentials provide a convenient and secure way to store authentication information in Salesforce.
Before Summer 23 Release: Add Named/External Credential to Permission Ser
Before the Summer 23 release, you create the Named Credential from Setup and then right from there, you can add your permission set. See the screenshot below.
From Summer 23 Release: Add Named/External Credential to Permission Ser
Here comes the change. From Summer 23 release, when you create the named credential, you will not find any section to add your permission set. Rather you will find a section called “Principals”. Screenshot below.
Here you need to click on “New” to create the Principal. Provide the below information on the next screen.
- Parameter Name
- Sequence Number
- Under Authentication Parameters, click on New
- Add Parameter Name
- Add Parameter Value
Once the principal is created, you can go to your Permission Set and click on “External Credential Principal Access” section. Here you need to click on Edit and add the newly created “External Credential Principal Name“.
With these above steps performed, your Named Credential is now added to your Permission Set.
In conclusion, the new features coming with Salesforce Summer 23 Release offer exciting opportunities to enhance your Salesforce experience and optimize your workflows. Whether you’re a developer, administrator, or business user, there’s something for everyone in these updates.
By staying up to date with the latest features and functionality, you can take full advantage of Salesforce’s powerful capabilities and stay ahead of the curve in your industry. These updates can help you streamline your processes, increase productivity, and improve customer satisfaction.
Furthermore, Salesforce regularly releases new features and updates to improve its products and services, which shows its commitment to providing its users with the latest and most innovative technology. Keeping up with these updates can help you stay competitive and ensure that you’re getting the most out of your Salesforce investment.
Therefore, reading about the new features coming with Salesforce Release is essential for anyone looking to optimize their Salesforce experience and stay up to date with the latest trends in the industry. It can help you improve your organization’s efficiency, save time, and enhance your customer relationships.
This article is not endorsed by Salesforce, Google, or any other company in any way. I shared my knowledge on this topic in this blog post. Please always refer to Official Documentation for the latest information.