Ceili Summer ’24 Release Notes
Intro
Here is a traditional Ceili’s summary of the upcoming new features and changes in Salesforce’s Spring ’24 release. Salesforce releases an update package three times a year, which contain major and minor reforms. On this page, we have collected the most important updates that may have an impact on your organization’s Salesforce operation, in a compact package.
The blog post briefly introduces each feature in its own paragraph, which also lists the concrete benefits customers will receive and the necessary measures, if there are any in the update. We are happy to help if you need support in implementing new features. You can contact support@ceili.fi
You can easily find the exact time when Salesforce will install the Spring ’24 Release in your own organization at: status.salesforce.com (Maintenance tab). You can display the information by entering the instance number of your Salesforce organization in the search field, which you can find in Salesforce in your company’s information.
Content:
General updates in Salesforce
Create and Verify Your Default No-Reply Organization-Wide Email Address to Send Email
To comply with increased email security standards, orgs are required to create and verify a Default No-reply address in Organization-Wide Email Address settings.
Where: This change applies to Lightning Experience and Salesforce Classic in all Editions, except Database.com.
When: This update was introduced with Summer ’24 and Salesforce is scheduled to enforce it in Winter ’25. To get the major release upgrade date for your instance, go to Trust Status, search for your instance, and click the maintenance tab.
Why: The verified Default No-Reply organization-wide email address is used to send emails from your org. This update allows increased accountability for email deliverability.
How: In order to comply with increased email security standards, some emails will fail to be sent when lacking a customer defined Default No-Reply Organization-Wide Email Address.
Prepare for Restrictions on Salesforce Cookie Use
To test custom functionality and code that relies on a Salesforce session cookie before browsers fully block third-party cookies, enable a new My Domain setting. For example, you enabled third-party cookies to use Lightning Out (beta) without a custom domain or token-based authentication. Also, to load your authenticated Visualforce page in an iframe on a third-party website, the process relies on a Salesforce session cookie. Previously, to test the impact of this change on the use of Salesforce cookies, you set flags and settings in your browser, and those steps vary by browser.
Where: This change applies to Lightning Experience and Salesforce Classic in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
When: Major web browsers block third-party cookies by default. Users can configure some browsers to allow these cookies, but browser developers intend to stop offering that option. Notably, Google plans to fully block third-party access to Salesforce cookies in Chrome in December 2024.
How: To prevent third-party use of Salesforce cookies, from Setup, in the Quick Find box, enter My Domain, and then select My Domain. In the Routing and Policies section, click Edit. Enable Require first-party use of Salesforce cookies and save your changes.
Image 1: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_general_salesforce_cookie_use_restrictions.htm&release=250&type=5
Salesforce Admins Get In-App Reminders If MFA Is Turned Off
As previously communicated, the contractual requirement to use multi-factor authentication (MFA) for Salesforce products is in full effect (as of February 1, 2022). Instead of the original plan to technically enforce the use of MFA, we’ve implemented a new notification model instead. If a customer disables the MFA org-wide setting, they no longer comply with the MFA requirement. All admins for the org receive periodic in-app warnings until MFA is re-enabled.
Where: This change applies to Lightning Experience and all versions of the mobile app in all editions.
Why: Salesforce has finished automatically enabling MFA for direct logins to existing production orgs, and MFA is now turned on by default when new production orgs are created. Thanks to the partnership of our customers and their commitment to safeguarding user account access, this MFA program has been extremely successful. Because of high adoption rates for products built on the Salesforce Platform, and wanting to be respectful of your time and resources, we’re shifting away from the original plan to enforce MFA by removing the option to turn it off. We recognize that it could be helpful for Salesforce admins to retain the option to briefly disable MFA for testing or configuration purposes. However, customers should keep in mind that if they turn off MFA, they’re out of compliance with their contractual obligation to use it.
How: If the Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org setting is disabled in a production org, all Salesforce admins see a warning prompt when working in Setup. These recurring prompts advise that the org is out of compliance with the contractual MFA requirement and provide guidance on how to proceed. An admin can select the Turn On MFA button in the prompt to go directly to the page in Setup where they can re-enable the MFA setting. Admins can dismiss this prompt, but it reappears periodically until the MFA org-wide setting is turned on again.
Image 2: Source: https://help.salesforce.com/s/
articleView?id=release-notes.rn_general_
mfa_noncompliance_prompt.
htm&release=250&type=5
Monitor Net Zero Cloud Changes with Field History Tracking
View changes to key Net Zero Cloud fields with Field History Tracking. You can add up to 20 fields per object on every Net Zero Cloud object, expanding your monitoring and data governance reach to sustainability and emissions data.
Where: This change applies to Salesforce Classic (not available in all orgs), Lightning Experience, and the Salesforce app in Contact Manager, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions. Standard Objects aren’t available in Database.com.
Who: This feature is available for customers with New Zero Cloud enabled.
How: From Setup, in the Quick Find box, enter Field History Tracking, and then select Field History Tracking. Click View on an object, enable tracking on that object, and then select the fields you want to track.
Work More Efficiently with the Improved Your Account Interface
An updated interface provides a more consistent and improved experience, helping you find the information that matters most to you
Where: This change applies to Lightning Experience in Starter, Pro Suite, Professional, Enterprise, Performance, and Unlimited editions.
Who: Your Account is available to users with the Manage Billing permission or the Your Account App Admin User permission set.
Why: Switch between your most frequent Your Account tasks with the new horizontal navigation menu. Increase your product and license count, manage quotes, contracts, and renewals, and pay invoices without having to return to the home page. To view the horizontal navigation menu, enable tab visibility for custom profiles and standard profiles without the Manage Billing permission or the Your Account App Admin User permission set. In the Users – Profiles settings, set all Your Account tabs to Default On. As part of this enhancement, we created these virtual objects: SalesforceContract, SalesforceInvoice, SalesforcePayment, and SalesforceQuote.
Ensure Security in Search with Search Manager
Apply field-level security to custom fields that contain sensitive information in Search Manager. All standard fields are protected by default. You can select up to 100 custom fields per object. If an object has more than 100 custom fields, the search engine matches results based on information in the unprotected additional fields. To prevent unwanted results, protect fields or remove unprotected fields from the search index.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Protect fields to prevent unwanted results. For example, add the Trade Union custom field to the Employee object and apply protection. If you don’t protect this field, users can search for the trade union’s name and find all employees in that trade union.
Set a Custom Backup Schedule
Every organization has their own rhythm, schedules, and work cadences. You can now customize your backup schedule to suit your needs. Configure your policy to capture backups monthly, weekly, daily, or hourly. You can also choose a start time and preferred time zone. This change is available in v2.19 of the Salesforce Backup managed package.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions.
Who: This change applies to editions that have the Salesforce Backup add-on subscription.
How: In the Salesforce Backup app, on the Backup tab, click Configure Policy Defaults. Then choose when you want the app to make backups.
Get Ready to Retain Data with Privacy Center
Data retention is coming to the new, platform-native version of Privacy Center. With data retention, you can copy records to an external data store at the same time that you mask or delete them. You can also view the externally retained records by setting up your retention store with Salesforce Connect. This feature becomes available on a rolling basis starting in July 2024.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
When: Data retention becomes available in different regions on a rolling basis, beginning in July 2024. For more information about the release timeline or to learn about getting early access to the feature, contact your account executive.
Why: Under data privacy law, your customers have a right to be forgotten by your business or to have their data restricted from processing. To stay compliant, you’re sometimes required to delete, archive, or obfuscate customer data. Now you can add data retention to your compliance strategy without using the managed-package version of Privacy Center.
The platform-native version of Privacy Center is the modernized, enhanced version that we recommend for all customers. Here are some advantages to consider.
- Your Privacy Center license includes data retention as an out-of-the-box feature, along with a limited amount of free storage. Details about the amount of free storage and the cost for additional capacity are coming soon.
- Your production org and sandboxes can have separate retention stores provisioned to them.
- You can import privacy policies directly from a sandbox to a production org and vice versa. With this capability, you can test and deploy your retention implementation seamlessly.
- Privacy Center offers an updated and improved user interface compared to the managed-package version of Privacy Center.
Get a Summary of a Users’s Permissions and Access
If you’ve wondered what permissions, public groups, or queues a user is assigned, you’re in luck. With the User Access Summary you can see this information directly from the user’s detail page, saving you time, clicks, and effort. There’s no need to run queries or look through each profile, permission set, public group, or queue when troubleshooting or managing access. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in all editions.
How: From Setup, in the Quick Find box, enter Users, and then select Users. Select a user, and then click View Summary.
What’s Enabled in Permission Sets and Permission Set Groups
It can be tricky to track all the permissions included in your permission sets and permission set groups. To make managing your users’ access easier, you can now see all enabled object, user, field, and custom permissions on one page. You can also see which permission set groups include the permission set and vice versa. This feature, now generally available, includes some changes since the beta release. The summary page has an improved interface, and we added the ability to see included custom permissions and permission sets in permission set groups. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in all editions.
How: From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets. Or, enter Permission Set Groups, and then select Permission Set Groups. Select a permission set or permission set group, and then click View Summary.
Use Blank Spaces to Align Fields on Dynamic Forms-Enabled Pages
Customize field alignment in Dynamic Forms field sections with the new Blank Space component. Find it on the Fields tab when viewing Dynamic Forms-enabled Lightning record pages in the Lightning App Builder. You can use a blank space on its own to separate fields vertically inside a field section. To further enhance the alignment of your field section content, you can also use a blank space in conjunction with the field section property Align fields horizontally. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: For example, these two versions of the same field section contain account fields, with a blank space added below the Phone field. The left image shows the default behavior without Align fields horizontally selected. The blank space appears with a single row height.
On the right, the horizontal alignment setting was selected, causing the Website field to stay aligned horizontally with Parent Account instead of collapsing upward. The blank space height is now expanded to align with the row height of its neighbor, Billing Address.
Image 3: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_lab_df_blank_space.htm&release=250&type=5
Review Updated Label Translations
To improve accuracy and your users’ experience, the translations for some standard object, tab, and field names for these languages are updated: Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, Finnish, French, Greek, Hebrew, Hungarian, Japanese, Korean, Polish, Portuguese (Brazil), Slovak, Slovenian, Spanish, and Spanish (Mexico).
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in all editions.
How: To review the changes, see Review Winter ‘24 Updated Label Translations and download the attached list of changes. If you want to use a different translation for tab and field labels, you can change the name.
Automate and Migrate User Access with User Access Policies (Generally Available)
Automate your users’ assignments to managed package licenses, permission sets, and other access mechanisms based on criteria that you set. Create user access policies that automatically grant or remove access whenever users are created or updated. Or, easily migrate large sets of users to a new access setup in a single operation. Previously, Salesforce enabled user access policies, but you can now enable this beta feature on the User Management Settings Setup page. Also since the last release, you can now set more complex user criteria and monitor recent user access changes.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise and Unlimited editions.
How: From Setup, in the Quick Find box, enter User Management Settings, and then select User Management Settings. Enable User Access Policies (Beta). Then, in the Quick Find box, enter User Access Policies, and then select User Access Policies to create or manage your user access policies.
If Salesforce enabled user access policies for you before the Summer ’23 release, you must enable this feature again on the User Management Settings page.
Debug Scheduled Flows More Successfully
New options are available when debugging scheduled flows. You can skip the start condition requirements for the flow. You’re no longer restricted to using the first available record to debug. Instead, you select the specific record on which to run. You can also test multiple scenarios by selecting different triggering records to see whether a record runs.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Because scheduled flow debugging automatically used the first available record as input, it can lead to inaccurate results or failures when you’re debugging. This new flexibility can also help to identify potential performance issues.
How: From Setup, in the Quick Find box, enter Flows, and then select Flows. From your Flow list, open a scheduled flow. Click Debug. Select your debug options and the triggering record from the list. Click Run. The debug executes.
Images 4 and 5: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_debug_debug_scheduled_flows_more_successfully.htm&release=250&type=5
When completed, the Debug Details panel shows the ID of the record on which the debug operation ran (1) and the number of records impacted when the scheduled flow is triggered (2).
Lock and Unlock Records with an Action
Worried about someone updating a record when you’re updating it in a flow? Use the Lock Record action in a flow’s Action element to lock or unlock a record and specify who can edit the record while it’s locked.
Where: This change applies to Lightning Experience, Salesforce Classic (not available in all orgs), and all versions of the mobile app in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Organize Your Flows Based on Categories and Subcategories That You Define
Group your flows into categories and subcategories with two new fields on the flow record Details page. Use these fields to create custom list views of your flows in the Automation Lightning app.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Unlimited, and Developer editions.
How: In the Automation Lightning app, click a Flow Label to open the Details page for a flow. Edit the Category or Subcategory field. For example, set the Category field to Service. Because Category and Subcategory are text fields, we recommend maintaining a list of any values that you create.
In the Flows tab of the Automation Lightning app, create a new list view using the Category or Subcategory field as a filter.
Images 6 and 7: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_categories_and_subcategories_that_you_define.htm&release=250&type=5
Mobile
Configure Offline App Landing Pages Easily with Mobile Builder
With Mobile Builder for Salesforce Mobile App you can customize offline landing pages for your mobile users without writing a single line of code. Now you can show the most important records to your mobile users so they can quickly and easily take relevant actions based on their use cases. Mobile Builder was beta in Spring ’24 and is now generally available.
Where: These changes apply to Salesforce Mobile App Plus for Android and iOS on phones and tablets in all editions, except Database.com.
Who: Mobile Builder is available to users in orgs with the Salesforce Mobile App Plus license who have the user permission Mobile Offline for Salesforce Mobile App Plus.
How: From Setup, in the Quick Find box, enter Mobile Builder, and then select Mobile Builder for Salesforce Mobile App. Create configurations, assign them to user profiles, and publish.
Message Customers in the Salesforce Mobile App
Modernize your customer service by letting agents message customers from the Salesforce mobile app. Previously, agents had to be signed in to Omni on the Salesforce agent console to engage in conversations.
Where: This change applies to all enhanced messaging channels and Messaging for In-App and Web. View required editions.
When: This feature is available after May 17, 2024.
Who: Users with a Messaging User permission set license can message customers in the Salesforce app.
Why: Gone are the days of requiring agents to sign in to the agent console to message customers. Some of our customers work in face-to-face environments like real estate or rideshare where a computer isn’t available. Some of our customers want to be available all the time, even when they’re away from a computer. Some of our customers work in highly regulated industries where they need to use an approved device to have 1:1 engagements with their clients in a compliant way. We offer messaging in the Salesforce app as a solution to the evolving landscape of human connectedness.
How: To accept or send messages, agents sign in to the Salesforce app and make themselves available in the Omni widget.
Update Your Android Mobile Connected App with Firebase Information Required for Push Notifications
Because of a change in how Google handles push notifications for apps, Android mobile connected apps now collect the Admin SDK private key and project ID from a Google Firebase project. To make sure that there’s no disruption to the delivery of your app’s notifications, submit the Firebase Admin SDK private key and project ID required for the new Firebase Cloud Messaging API (HTTP v1).
Where: This change applies to mobile connected apps with Android push notifications. Connected apps can be created in Group, Professional, Enterprise, Essentials, Performance, Unlimited, and Developer editions.
How: Get the required information from your Firebase project in the Google Firebase Console. Then, submit the information to your mobile connected app’s settings in App Manager.
Commerce Cloud
Switch to an Improved Merchant Experience with the Refreshed Commerce App
The refreshed Commerce app includes a redesigned landing page for store home, is easier to navigate, and improves access to your store’s data and content with revamped workspaces. Easily move between stores, and use the new store switcher dropdown to create a store. Preview and activate your store using the new quick access buttons without going through Experience Builder or store settings. New Summer ’24 customers automatically receive the refreshed app. If you’re an existing customer, you can make the switch at your convenience.
Where: This change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited, and Developer editions.
How: Move through the app with ease using persistent left navigation (2) , which keeps you on track with access to all the functions and features. The navigation is always available under the Store tab (1). Preview the store by clicking Preview (3). You can also customize the app by adding items to the navigation or by using the Lightning App Builder to tailor your record pages.
Image 8: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_new_app.htm&release=250&type=5
Use Tailored Guided Steps for Quick Store Setup
Get started with your store in under 30 minutes. Customize it further with intelligent tasks, and get your orders rolling faster with the enhanced store setup experience. The required guided tasks, which are curated based on your selling channel, are marked complete as you go—you no longer need manual clicks to indicate that they’re done. After all the tasks are complete, you can preview and activate your store. If you’re using the refreshed Commerce app, you can preview and activate directly from the new store home page and avoid navigating to multiple pages.
Where: This change applies to B2B Commerce, D2C Commerce, and Reorder Portal in Enterprise, Unlimited, and Developer editions.
How: On your store home page, complete all the tasks that are displayed based on the selling channel. This image shows the store home page for a D2C store.
Image 9: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_store_setup_exp.htm&release=250&type=5
Set Up Checkout Details Quickly with Salesforce Checkout for D2C Stores
Take advantage of Salesforce Checkout, a unified setup experience supported by Salesforce’s native services for payments, taxes, and shipping that’s included with new D2C stores. Many tasks are automated with smart defaults and consolidated on one page so that you can configure checkout in just a few clicks. Salesforce Checkout provides an optimized checkout experience for shoppers, including one-click checkout.
Where: This change applies to D2C Commerce in Enterprise, Unlimited, and Developer editions. Salesforce Checkout requires Salesforce Payments. Salesforce Checkout doesn’t support subscriptions.
How: To view your checkout setup, go to the Checkout Configuration page in your store settings.
Automatically Rebuild Your Search Index
Enable automatic index rebuilds on the redesigned search index summary page to ensure that your customers always view the most up-to-date product and catalog information in their search results. Automatic rebuild checks for product and catalog updates every 5 minutes and rebuilds the index if necessary. The Rebuild Log also gives you insight into index and product errors that occurred during indexing, providing you with increased visibility into the status of your index.
Where: This change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited, and Developer editions.
How: From your store’s search page, click Search Index Summary, and then turn on Rebuild Automatically.
Image 10: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_auto_rebuild_search_index.htm&release=250&type=5
Drive Business Insights and Grow Revenue with Commerce Intelligence
Commerce Intelligence uses the power of Data Cloud and CRM Analytics to provide a data-driven solution that offers important and actionable insights into your ecommerce business. The combination of customer data, key performance indicators (KPIs), and easy-to-understand data visualizations can help you improve store performance and the shopper experience.
Where: This change applies to Omnichannel Inventory, B2B Commerce, and D2C Commerce in Enterprise and Unlimited editions.
Who: To use the Commerce Intelligence dashboards, you need the Commerce Intelligence User permission set. To manage the Commerce Intelligence dashboards, you need the Commerce Intelligence Admin permission set.
How: To enable Commerce Intelligence, from Setup, in the Quick Find box, enter Commerce Intelligence, and then select Commerce Intelligence Setup. Complete the required Data Cloud setup steps. Enable CRM Analytics, and turn on Commerce Intelligence. Assign the Commerce Intelligence permission sets to the users who you want to have access to Commerce Intelligence.
Create Promotions with Ease Using a Template
Jump-start your promotions by using a predesigned template. Choose from examples that use products and categories from your store, which then populate your promotion details.
Where: This change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited, and Developer editions.
How: In the Promotion workspace, click Draft from Template, and then select the store. Select a sample template that describes the promotion that you want to create. Review the details presented and then activate your promotion.
Image 11: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_promotion_templates.htm&release=250&type=5
Experience Cloud
Prepare Your LWR and Aura Sites for Design System Architecture Updates
To support future UI changes, we’re modifying the internal implementation of Salesforce Lightning Design System (SLDS) styles, custom properties, and Salesforce Lightning components, including standard components in site templates. In Summer ’24, we expect these changes to have little to no impact on your site customizations. However, if your site customizes Salesforce components by overriding their CSS, we recommend that you instead use supported techniques. Otherwise, your site can’t adopt future product innovations of the UI without experiencing visual regressions.
Where: This change applies to Aura and LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
How: For information about supported and unsupported customization techniques, and how to update your site, see the SLDS Architecture Updates FAQ.
Integrate with Data Cloud to Harness Site Data (Generally Available)
Data is the new currency of business and an important tool for understanding how to best serve your customers. To collect a comprehensive view of your customers and then use those insights to create enhanced analytics and personalized, one-to-one experiences for every site visitor, connect Data Cloud to your enhanced LWR sites. After connecting to Data Cloud, your integration gathers user data from your site, such as the user’s profile and site engagement. That information is then funneled to Data Cloud to build user profiles, create analytics, suggest individualized recommendations, and personalize your sites. When you turn on your Data Cloud integration, it connects your site to Data Cloud so that you can start tracking events as they occur on your site.
Where: This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
How: To turn on your Data Cloud integration, in Experience Builder, go to Settings and select Integrations. On the Data Cloud card, select Add to Site, and then select Share site data with Data Cloud. To start sending user engagement data, configure user consent options and publish your site.
Polish the Layout of Your LWR Site for Every Screen Size
Enjoy more flexibility and control over the layout and spacing of your LWR site, and ensure the best presentation of your content on any screen size. Arrange columns to be side by side or stacked, and specify the arrangement for desktop, tablet, and mobile devices. Vertically align the components across columns to the top, center, or bottom of the column. Refine page spacing and layout with the minimum height fields in the Section and Columns components.
Where: This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
How: In Experience Builder, on the Section or Columns property panel, adjust the Minimum Height and Component Alignment fields. To specify the column arrangement for a specific screen size, use the View Mode dropdown in the top navigation bar to select the Desktop, Mobile, or Tablet view, and adjust the Column Arrangement property.
Image 12: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_experiences_polish_layout_lwr.htm&release=250&type=5
Configure Search Results Layouts with Search Manager (Generally Available)
Search Manager makes search results from LWR sites more relevant and simplifies the process of creating search configurations. You can add filters to surface only the search results you need. You can save search configurations and apply them to additional sites.
Where: This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
How: To update the Search Results page for the site you’re on, select Customize Search from the Select Configuration (Beta) dropdown in the Results Layout component properties panel. To search at a more granular level, click Search Manager (Beta) and create a new search configuration. You can select which objects to display as well as filter out fields that you don’t need. Search configurations can be saved and applied to more than one site.
Marketing Cloud Account Engagement
Send Operational Emails to Opted-Out Prospects Directly from Engagement Studio
You can now send non-marketing emails to opted-out prospects directly from Engagement Studio. Previously, you could only send operational emails as list emails (Account Engagement Email -tool). Note that your previous email might not configure properly to new builder. We recommend making a copy of your previous email and only after that clicking New Builder Experience. This way you won’t mess your previous emails.
Where: This change applies to all Account Engagement editions.
Engage for Gmail Chrome Extension Is Being Retired
Because Google is disabling its Manifest V2 Chrome extensions, the Engage for Gmail extension, which is built on Manifest V2, is projected to retire in June 2024. We recommend working with your Account Engagement users to create a transition plan. You can continue to send emails directly through Salesforce using the Account Engagement Sales Email & Alerts feature.
Where: This change applies to all Account Engagement editions.
Marketing Cloud Account Engagement Growth Edition
Get More Done with Updated Flow Functionality
New and updated elements in Flow Builder help you automate common marketing tasks. You can create consent records from form submission, create rules that remove users from flows when they meet conditions that you specify, and maintain data hygiene with duplication checks.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Growth edition.
Collect Consent with Signup Forms
Form-triggered flows have a new element. When you create a signup form campaign to collect customer data, you can now add a Create Consent Status Record element to the flow. After someone submits a form, a consent record is automatically created. This element is included by default in the signup form campaign flow.
Wait for Specific Link Clicks with the Wait Until Event Element
In Flow Builder, the Wait Until Event element has been updated to wait for a specific link click in an email or SMS.
Image 13: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_wait_until_event_enhancements.htm&release=250&type=5
Remove Users from Flows with Exit Rules
An exit rule ends a flow for people who meet one or more rule conditions. Since a person’s circumstances can change over time, exit rules can be especially useful for long-running flows with Wait elements. You can create up to 10 rules in a segment-triggered flow. Select conditions using the flow’s global attributes or choose data graph attributes, related attributes, or calculated insights from Data Cloud.
Image 14: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_flow_enhancements.htm&release=250&type=5
Check for Duplicates Before Creating Records
For better data hygiene, check for records that match a set of criteria in the Create Records element. Also, specify what happens when the flow finds matching records.
Access Data Graph Attributes in Your Campaign Flows
A data graph is a collection of fields from Data Cloud data model objects that you can group for easy access and use. You can now create conditions in exit rules and Decision elements using Data Cloud data graph attributes.
Streamline Tasks with Content Creation Enhancements
Creating a brand for emails and landing pages, including mobile-specific styles for landing pages, is now generally available. Additionally, you can enhance productivity by cloning content within a workspace or sharing content from one workspace to another. New text formatting options are also available for your brand’s styles and content components.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with the Marketing Cloud Growth version.
Brand Your Content (Generally Available)
Create brand styles that content creators can easily use in emails and on landing pages. New fields give you control over paragraph spacing, margin sizes, and text formatting, and you can set custom sizes in pixels or rem values. In the preview panel, you can see the changes made to your brand style in real time. You can create separate brand styles for desktop and mobile versions of a landing page. Mobile-specific brand values do not apply to emails. If you save your brand to a workspace that is shared with another, you can use the brand for an email or landing page in the shared workspace.
Share Content Across Marketing Workspaces
Maximize the use of content across workspaces without record duplication. Leverage content that is shared from the source workspace to the target workspace in the new “Shared with Workworks” folder. When a content administrator or manager sets workspace settings to allow sharing, marketers can find the content in the “Shared with Workspaces” folder.
Manage Your SMS Request and Flow Experience
Now you can save your work while requesting a new 10-digit code, brand, or campaign. Enable SMS messages in Flow via Unified Messaging.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Growth Edition.
Save Your SMS Drafts
Manage the 30-minute time limit to fulfill a request for a 10-digit code, brand, or campaign intended for SMS communication by saving your work in draft mode and submitting your request later. Drafts also automatically save every minute to prevent loss of your work.
In the Unified Messaging settings, you can configure a specific SMS code to send and receive SMS messages through Flow. This feature enables Flow to perform all necessary sending tasks to maintain communication with your customers.
Other Changes in Marketing Cloud Growth
Marketing Cloud Growth also offers other useful features that will automatically become available with the Summer ’24 release.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with the Marketing Cloud every Growth version.
Redesigned Onboarding Experience
The new onboarding experience guides you through the required and recommended tasks to start using Marketing Cloud Growth. Find updates on the Assistant Home page in Salesforce Setup.
Update Consent Manually in Lead and Contact Records
If you receive a direct communication opt-out request, you can now manually adjust the consent status from the lead or contact record. Use the action menu in the Consent Status component at the communication subscription to update the consent status. For this feature to be available, an administrator must add the Marketing Consent Status component to lead and contact records.
Personalize Messages with Individual-Related Information
Now you can personalize marketing in more ways. With the data schema, you can set Unified Individual as the primary target and add other targets and fields as related attributes. Once the data schema is enabled, the selected properties and fields are available as connected fields and in flow decision elements.
Manage Incoming Emails with Reply Mail Management
Reply mail management helps you manage emails sent to your sending address. Choose an inbox that can receive incoming messages and decide what to do with them. You can set up an automatic reply for incoming messages and decide whether to delete out-of-office messages and auto-replies.
Personalize Your Emails with Custom Domain Links
Choose a custom domain to be added to all URLs in your emails. These custom domains enhance message deliverability and increase click-through rates.
API Name Field Added to Marketing Workspaces, Forms, and Image Content
You can now use API names as a developer-friendly way to identify marketing workspaces, forms, and images. An API name is required in workspaces and is created for content unless you enter your own name. Once you save a workspace or content, you can no longer change its API name. In Marketing Cloud, the default content workspace API name is Default_Content_Workspace.
Kickstart Your Campaign Quickly with a Presentation
Create a presentation to plan your key message and target audience and link it to your campaign.
Salesforce CMS
Save Time with Content Record Cloning in Your Enhanced CMS Workspace
Instead of creating content from scratch, make copies of existing content and its variants in Enhanced CMS workspaces. Organize the content into folders and edit the cloned content for quick reuse.
Where: This change applies to Enhanced CMS workspaces on the Lightning Experience platform in Enterprise, Performance, Unlimited, and Developer editions.
How: Cloning content can be done in two ways. From the content’s detail page in your Enhanced CMS workspace, click Clone. Or, select Clone from the row-specific actions in the workspace content list. You can also clone variants of a content record.
Preview CMS Content as a Guest or Authenticated User
To see what your CMS content looks like to a broad audience, preview it as a guest user. This preview option allows CMS workspace assistants to preview content on the site, even if they are not contributors to that site. To see your content from the perspective of a logged-in customer, preview it as an authenticated user.
Where: This change applies to Enhanced CMS workspaces on the Lightning Experience platform in Enterprise, Performance, Unlimited, and Developer editions.
How: When previewing CMS content, switch between Authenticated User and Guest User using the “Preview As” menu. To preview as a guest user, ensure that the enhanced LWR site has public access enabled. To preview as an authenticated user, the CMS workspace assistant must also be a contributor to the site.
Secure Linked Sources in Salesforce CMS Content with Trusted URLs
Salesforce’s strict content security policy (CSP) rules help prevent code injection attacks. Now, when you create CMS content and add an image file with an external link, you must add the hosted domain’s address of the image to your organization’s list of trusted URLs. This allows Salesforce CMS users to preview linked image content and other content types that refer to these images, such as a news article with a banner image.
Where: This change applies to Enhanced CMS workspaces on the Lightning Experience platform in Enterprise, Performance, Unlimited, and Developer editions.
Sales Cloud
Create Contacts Automatically from Email and Calendar Interactions
Create contacts or suggest their creation automatically after they have been mentioned in emails between 3 and 10 times. Enter “autocreation” into the quick search field in settings, and select “autocreation settings”. Enable Automatic Contact Creation and set the number of times a person needs to be mentioned before a contact is automatically created or suggested. On the salespeople’s homepage, you can see how many contacts have been created automatically in the last seven days.
Where: This change is effective in the following Lightning Experience versions: Professional, Enterprise, Performance, Unlimited, Einstein 1 Sales Edition, and Developer. It also requires Sales Cloud, with Einstein Activity Capture enabled, to function.
Organize and Find Records Easily with Personal Labels
Now users can apply their own labels to records to help them organize, track, and find the records they need quickly and easily. Add labels to records related to a region, project, campaign, or anything else that helps keep work organized. Labels that users add to records are separate from labels that are added to To Do List items.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions with Sales Cloud.
Why: When users add labels to records, they can quickly view all records with a specific label, as well as the list of labels they’ve created. Each user creates and manages their own set of labels.
You can add labels to records on these objects.
- Account
- Cadence
- Cadence Step Tracker
- Call Script
- Campaign
- Contact
- Case
- Email Template
- Lead
- Opportunity
- Orchestration Work Item
- Task
Personal labels added to records are separate from Topics, which other users can see.
How: See the labels you’ve added to a record in the My Labels component.
Save Time with More Actions in the Intelligence Views
Boost productivity with the power of standard and custom list view actions in the Account, Contact, and Lead Intelligence views. For example, send an email to an entire list of contacts; change ownership for multiple leads; or add a label to a group of accounts. Select up to 200 records and update them in bulk instead of one at a time. And, now you can update multiple records to the same value inline. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, and Unlimited editions with Sales Cloud.
How: Standard and custom quick actions from the list view appear as buttons on the Intelligence view, with additional actions in a dropdown. To mass update records, select one or more records from the table (1), and then apply the action (2). To update multiple records inline, first select one or more records from the table. Then hover over a field. Similar to other list views, a pencil appears if the field is editable. Select the pencil icon, then the checkbox indicating you want to update multiple items, and apply your changes (3).
Image 15: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_intelligence_views_more_actions.htm&release=250&type=5
View Forecasts Grouped How It Makes Sense to You
Review forecast rollups by team, forecast group, or product family on the forecasts page. For user role hierarchy forecast types that include groups or product families, Sales Managers can select to view forecasts rolled up by team, then by product family or group. Or, they can select to view forecasts rolled up by group values or product family, then by team.
When: This change applies to Lightning Experience in Professional and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
Why: To make comparisons while reviewing forecasts, Sales Managers review the sales performance of their direct reports and the forecasts rolled up to different business segments.
How: On the forecasts page, select a forecast type that uses a custom picklist to group values or is grouped using product families. Then, in the Grouped By field in the forecast header, select how to group the rollup values.
Save Time with More Actions in Pipeline Inspection
Boost productivity with the power of standard and custom list view actions in Pipeline Inspection. You can update the close date of multiple deals, add opportunity products to opportunities, or even create quotes, without leaving the Pipeline Inspection view. Select up to 200 records and update them in bulk instead of one at a time. And, now you can update multiple records to the same value inline.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales Cloud.
How: Standard and custom quick actions from the list view appear as buttons on Pipeline Inspection, with additional actions in a dropdown.
Focus on the Right Records and Personalize Your Workspace
Your sales reps don’t need to wade through extra, unwanted records. Instead they can create a workspace to filter their records and focus only on the data they need. With a personalized targeted workspace with fewer records, they can get right to work.
Where: This change applies to Lightning Experience in Starter, Enterprise, Performance, Unlimited, and Developer editions.
When: This feature is available beginning April 18, 2024.
How:
1. Open workspace from Sales Cloud Everywhere.
Image 16: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_everywhere_workspace_filter.htm&release=250&type=5
2. Click Manage Workspace.
3. Add filters based on field values. For example, maybe you want to see all the opportunities that close on a certain date, or next week. All the filters work together to narrow which records are shown.
Image 17: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_everywhere_workspace_filter.htm&release=250&type=5
Salesforce AI
Einstein
Get the Information Your Team Needs with Required Responses
Get key information from customers by requiring an answer to certain questions. When you require a response for a Question dialog step, the bot repeats the question until the customer’s response fits the entity requirements.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
How: In the Bot Builder, go to the Question dialog step that you want to require. In the Step Properties panel, enable Require a Response, and then save your changes.
Fix Formula Syntax Errors with Einstein for Formulas
Einstein for Formulas now helps you fix syntax errors in a formula in addition to providing an explanation for a formula that’s used in Formula fields, default field values, and record validation rules. Create a formula or use an existing Salesforce formula in the Formula Editor and get an explanation generated. For any syntax errors in the formula, use the fixed formula suggested by Einstein.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions. Einstein generative AI is available in Lightning Experience.
Why: The formula syntax checker identifies syntax errors in a formula but doesn’t provide a solution to fix them. Einstein for Formulas addresses this limitation by providing a fixed formula that you can use in the Formula Editor.
How: To fix a syntax error in a formula you entered in the Formula Editor, click Use Formula Assistant and Einstein suggests a fixed formula for you.
AI in Sales Cloud
Draft Personalized Sales Emails with Einstein
Einstein Sales Emails empowers busy sales reps to move quickly and expand deals through personalized and informed email content that buyers love. Einstein uses your sales data to generate personalized emails for contacts and leads, a method known as grounding. Sales reps can draft common emails, like a follow-up or a meeting invitation, by choosing an email type or by using generative AI. Email types can include product information or related objects.
Where: This feature is available in Lightning Experience in Performance and Unlimited editions. Einstein generative AI is available in Lightning Experience. To purchase Einstein for Sales, contact your Salesforce account executive.
Who: To use Einstein Sales Emails, users need the Einstein Sales Emails permission set. To let reps access the feature in Gmail or Outlook, set up the Gmail or Outlook integration.
Why: Generative AI and large language models (LLMs) are the current talk of the town. But you need assurances that AI output is trustworthy and accurate. You can rely on Salesforce to uphold our #1 value, trust, and treat your data with care and security at the forefront.
How: In Lightning Experience, Einstein Sales Emails is built directly into the email composer. In Salesforce Outlook or Gmail integrations, users can see Einstein generative AI features in the email application panel.
- Start creating an email. Then click Draft with Einstein.
- Choose between pre-made email instructions (1) or enter your own instructions (2) for Einstein and click Draft Email. The pre-made instructions can be default instructions or custom instructions created by your company’s admin.
- If the instructions use information from Salesforce, such as a product record, a selection window appears. Select or search for an existing product and click Continue.
- A proposed draft email appears for review. Review and edit the email, and then send it.
Images 18, 19 and 20: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_einstein_sales_emails.htm&release=250&type=5
Use Einstein Conversation Insights with Single User Meetings
Do you want to get transcripts, insights, and coaching for your sales pitches and other preparatory meetings? Einstein Conversation Insights now supports processing for meetings that include only one user.
Where: This change applies to Einstein Conversation Insights in Lightning Experience. Einstein Conversation Insights is available in Enterprise, Performance, and Unlimited editions, and as an add-on in Enterprise Edition for more than 10 users.
Why: Single-user meetings are now processed automatically. After you record a solo video meeting, it’s processed like any other external call.
Increase Your Deal Potential with Lead Data in Einstein Account Management
Nurture relationships with stakeholders and identify opportunities to expand markets with lead metrics. Now, you can see lead metrics in the Einstein Account Management Account Inspector. You can see details such as the breakdown of leads by industry, source, or status. And you can see the conversion rate for leads and drill down into lead details.
Where: This change applies to Sales Cloud in Lightning Experience in Enterprise and Unlimited editions for an additional cost.
How: From the Sales app navigation bar, find Einstein Account Management and open the Account Inspector. Find the Lead metrics card by navigating the carousel.
Image 21: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_rev_intel_leads.htm&release=250&type=5
Enter Generative AI Instructions to Create Sales Emails in Email Integrations
Let sales reps create their own generative AI email drafts. The existing pre-made instructions for sales emails cover typical situations. But sometimes a rep needs a special email and therefore wants to provide unique instructions to Einstein. Reps can use the draft immediately or revise it until they get the output they’re looking for.
Where: This feature is available in Lightning Experience in Performance and Unlimited editions. Einstein generative AI is available in Lightning Experience.
To purchase Einstein for Sales, contact your Salesforce account executive.
When: This feature became available on April 11, 2024.
Who: To use Sales Emails, users need the Einstein Sales Emails permission set. To let reps access the feature in Gmail or Outlook, set up the Gmail or Outlook integration.
How: When creating an email, click Draft with Einstein. Enter instructions for Einstein and click Draft Email. A proposed draft email appears for review. Revise the content or use it to send an email.
Image 22: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_sales_emails_GenAI_email_integrations.htm&release=250&type=5
Provide Users with Coaching-Inspired Feedback Driven by Einstein Generative AI
Give sales reps private, personal, and timely coaching so they can excel in their roles without adding to a peer or manager’s workload. With Einstein Coach in Enablement programs, Enablement admins can create Feedback Request exercises where Enablement users receive AI-generated coaching on their sales pitch in their flow of work. Einstein analyzes how reps introduce themselves, set context, articulate the value and benefit of the product or solution, define a business solution, make compelling points, use storytelling, and deliver complex information.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions. Einstein generative AI is available in Lightning Experience. An Einstein for Sales license and Enablement add-on license are required.
Who: Enablement admins and users with the Use Einstein Coach permission can access AI-generated feedback for Feedback Request exercises. This permission is enabled by default in the Access Einstein Coach default permission set.
How: Turn on Einstein Coach in the Einstein for Sales setup page.
Generated feedback appears in the Guidance Center when users complete a Feedback Request exercise that uses Einstein Coach.
Image 23: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_enablement_einstein_feedback.htm&release=250&type=5
AI in Service Cloud
Track Key Trends and Top Contact Reasons Across More Channels
Build reports and identify common customer issues with Einstein Conversation Mining using data from Messaging for In-App and Web, in addition to Web-to-Case. Previously Einstein Conversation Mining only supported Email Message and Chat Transcript data.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: Go to Einstein Conversation Mining in Setup. When you create a report, select Enhanced Conversations or Web-to-Case for the channel. To use Enhanced Conversations, turn on Data Cloud.
Image 24: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_service_einstein_conversation_mining_more_channels.htm&release=250&type=5
Get Insightful Perspectives from Summaries of Survey Responses
Unlock a comprehensive understanding of your survey data as generative AI summarizes responses, providing nuanced insights. Use data maps to create or update records with these summaries, which facilitate a thorough grasp of your audience’s perspectives. For example, create summaries of responses from your customer base, partners, and prospects. The summaries are tailored to the question types of the survey, providing a comprehensive overview of audience insights.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with the Einstein for Service add-on where Feedback Management – Starter or Feedback Management – Growth is enabled. Einstein generative AI is available in Lightning Experience. To purchase the Einstein for Service add-on, contact your Salesforce account executive.
Who: To create survey response summaries, users need the Salesforce Advanced Features Starter permission or the Salesforce Surveys Advanced Features permission. They also need the Scoring Framework User permission and the Manage Natural Language Process Results permission. Additionally, users need the Survey Response Summaries configuration in the Industries AI Setup page.
How: Open a survey, click Advanced Settings, and then select Survey Data Mapping. Click End Map, and then select Create Response Summary. Select questions and summary length, and determine whether records are created every time or based on conditions.
Image 25: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_feedback_management_survey_summary.htm&release=250&type=5
Help Agents Predict Time to Resolve Cases
Add the Time to Resolve insight component to your case page layouts so your agents can estimate and prioritize workloads. AI-powered insights evaluate how much time it might take to resolve cases so agents can better manage SLAs or reassign work to teammates. Time to Resolve is a machine learning model built using Einstein Studio No Code Builder.
Where: This change applies to Service Cloud in Lightning Experience in Enterprise and Unlimited editions for an additional cost.
Who: To use the Einstein Studio Insight, you need the Service Intelligence User permission set. To manage the Einstein Studio Insight, you need the Service Intelligence App Admin permission set.
How: Use Lightning App Builder to drag the component to a case or custom Lightning page.
Image 26: Source: https://help.salesforce.com/s/articleView?id=release-notes.rn_service_intelligence_agent_predict.htm&release=250&type=5
Development
The changes mentioned above are the most important technical changes and innovations in Salesforce compiled by our developers.
Apex
Support for Five-Level Parent-to-Child Relationship SOQL Queries in Apex
Beta
Lightning Web Component
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