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[WINTER '23] Enhanced Domains

As you may have heard, Salesforce is starting to require Enhanced Domains with the Winter '23 release. To learn more about the benefits of Enhanced Domains checkout this Salesforce article. 

What you need to know about the update:

  1. Enhanced Domains are required for sandboxes and non-production orgs with the Salesforce Winter '23 release. Production orgs will be required to use Enhanced Domains in Spring '23.
  2. Migrating to Enhanced Domains will change links in your Salesforce org. For TaskRay specifically, links for the following features will change: Public Dashboard, External Sharing, Onboarding Feedback Form, and External Owner Completion Flow. 
  3. To minimize potential disruptions, Salesforce will redirect your old links to the new links until Winter '24, meaning old links will continue to work during the transition.

What you need to do:

  1. Determine if TaskRay in your org will be affected by the upgrade. Review the following questions and answer either Yes or No.
    • Is your org using Public Dashboard/External Sharing?
    • Is your org using External Task Ownership & Completion?
    • Is your org using the Onboarding Feedback Form?
  2. If you answered Yes to any of the questions above, continue on. If you answered No to all of the questions, you can end here; TaskRay will no be effected by the update. 
  3. Enable Enhanced Domains, following Salesforce's instructions.
    Note: Salesforce will redirect your prior non-enhanced hostnames to the new hostnames until their Winter '24 release. If you have long running projects that will continue pass the Winter '24 deadline, consider distributing new links.
  4. Once enabled, go to Setup:
    • Lightning: User Interface | Sites & Domains | Sites
    • Classic: Build | Develop | Sites
  5. Identify the TaskRay site for the following features and record the new URL. For each feature, and example site name and URL are below.
    • Public Dashboard/External Sharing
      • Common Site Name: TaskRay Public Dashboard
      • Example URL: MyDomainName.my.salesforce-sites.com/projectstatus
    • External Task Ownership & Completion
      • Common Site Name: TaskRay External Completion
      • Example URL: MyDomainName.my.salesforce-sites.com/externalcompletion 
    • Onboarding Feedback Form
      • Common Site Name: TaskRay External Forms
      • Example URL: MyDomainName.my.salesforce-sites.com/feedback
  6. Go to Setup:
    • Lightning: Custom Code | Custom Settings
    • Classic: Build | Develop | Custom Settings
  7. Select TaskRay Global Settings.
  8. Click Manage.
  9. Click Edit.
  10. Update the following settings with the URLs you recorded in Step 5.
    • TaskRay Public Site URL - Enter the URL you recorded for the Public Dashboard/External Sharing, if applicable
    • TaskRay Forms Public Site URL - Enter the URL you recorded for the Onboarding Feedback Form, if applicable
    • TaskRay External Owner Public Site URL - Enter the URL you recorded for the External Task Ownership & Completion, if applicable
  11. Click Save.

That's it!