Ceili Winter ’24 Release Notes
Here is a traditional Ceili’s summary of the upcoming new features and changes in Salesforce’s Winter ’24 release, which has been published in September. 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 Winter ’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:
Updates for Admins
See which contacts need attention and Take Action Directly from Contact Home
Users can see contact-related activities, actions, and information from the new Contact Intelligence View. Before, Contact Home was only a list view, but it has now been updated to a smart entity.
Available: All editions
Why: Makes usability and getting an overall picture of contacts much easier
Contact activity metrics include:
- Total Contacts: The total number of contacts that meet your filter criteria.
No Activity: Contacts with no completed activities. - Idle: Contacts with past activity, but no completed activities in the last 30 days.
- No Upcoming: Contacts with recently completed activity but no future activities scheduled.
- Overdue: Contacts with activities that are overdue.
- Due Today: Contacts with activities due today.
- Upcoming: Contacts with activities due in the next 30 days.
How: Turn on Contact Intelligence View in Contact Intelligence View Setup. To see the Intelligence View, users go to the Contact home page and click Intelligence View. To return to the original list view, users can click List View. New Salesforce customers see the Contact Intelligence View on the home page by default.
Same update is available with Lead object as well and image below is from Lead view.
Support Larger Purchases in Commerce Cloud
Customers can now place orders of up to 2,000 order lines. To increase the upper limit of the order quantity in your own Salesforce org, contact your own Salesforce Administrator.
Where: The change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited and Developer editions.
Provide Guest Users Access to Their Order Details in Commerce Cloud
When the customer has completed the order, the Visiting customer can view his order on the Order Lookup page. There, the customer enters their customer number, last name, and email to view the details of the order. Add the URL of this page to your online store’s footer, in your confirmation email or on any customer experience pages so users can access their order details via this link. Use the Experience Builder to add this page to your online store.
Where: The change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited and Developer editions.
How: Configure the Experience Builder Order Lookup page and add a link to it in the navigation menu.
Allow the Required Domains
Salesforce plans to host a new setup domain for which *.salesforce-setup.com should be added to its own list of allowed domains if it is responsible for users or servers accessing the network through lists of allowed domains. You can find more information about Salesforce Domains here.
When: In the Winter ’24 Release and the change affects all editions
MFA Auto-Enablement Continues and MFA Enforcement Begins with Summer ’24
We highly recommend implementing the two-step identification as soon as possible in all environments. You can check the final time for the implementation of the two-step identification on this page.
When: As soon as possible, but at the latest with the automatic update in spring 2024
Delpoy Enchanced Domains
In accordance with the latest browser and security standards, it is now recommended to enable Enhanced Domains in Salesforce. With these, the company-specific Domain name is connected to the URL that Salesforce hosts in your Org. Enhanced Domain is Best Practice functionality and it increases usability and security. Pushing the Enhanced Domain function has already started in summer 2021, but it is mandatory in the next release.
Where: Affects all Lightning and Classic editions
When: Mandatory in this release (Winter ’24). If there is a need to date a significantly large entity, you can find more information: Trust Status
How: It is good to implement the change in the Sandbox environment first. The update is done by going to the settings and looking for Release Updates and then following the instructions “Deploy Enhanced Domains”
Translate Your Experience Cloud LWR Site into More Languages
Expand your pages and reach a larger audience. You can now offer your site in up to 25 different languages. Previously, only 10 different languages were available.
Where: The change applies to LWR pages used on the platforms: Lightning Experience and Salesforce Classic editions: Enterprise, Performance, Unlimited, and Developer.
New Experience Cloud LWR Sites Are Now Enhanced Only
When you choose an LWR template, such as the Build Your Own (LWR) template, you can no longer opt out of the Enhanced LWR page type. Previously, the Enhanced page type could be disabled in the settings. However, it is now possible to share CMS content from non-enhanced workspaces to enhanced LWR pages, and you no longer need the opt-out option.
Where: The change applies to LWR pages used on platforms: Lightning Experience and Salesforce Classic, in editions: Enterprise, Performance, Unlimited, and Developer.
View and Edit More Records Using the Record Detail Component in LWR Sites in Experience Cloud (Generally Available)
Customers and partners can view and edit Salesforce Records on your LWR pages using the Record detail component. For example, partners can update the opportunity record, and customers have access to their user data. In the component, users see the layout assigned to their profile. The Record Detail component is now generally available for several standards and all custom object pages.
Where: The change applies to LWR pages used on platforms: Lightning Experience and Salesforce Classic, in editions: Enterprise, Performance, Unlimited, and Developer when active Experience Cloud licenses are used.
How: Open the details page of the object, and drag the component onto the page from the Records section of the component palette. See ‘Objects Supported by Out-of-the-Box Components and Pages in Experience Builder Templates’ in the list of supported standard objects. The list includes Note, Report and ServiceRecord objects, but they are not available together with the Record Detail Component.
Use Custom Logic in Your Expression-Based Visibility Rules in Experience Cloud
The conditional visibility available for Enhanced LWR pages in Experience Cloud is now more flexible than before. You can use two operators in the same condition. Previously, it was only possible to add with the AND or OR operator in one rule.
Where: The change applies to LWR pages used on platforms: Lightning Experience and Salesforce Classic, in editions: Enterprise, Performance, Unlimited, and Developer.
Use Dynamic Redirect Rules in LWR Sites in Experience Cloud (Generally Available)
Dynamic rules allow you to redirect users from your own pages to the URL of LWR pages without coding. Configure a dynamic URL redirect rule that uses a pattern to identify a URL from your pages and redirects it to the LWR page. Use a mapping rule to redirect a large number of similar URLs, such as URLs in the same category.
Where: The change applies to LWR pages used on platforms: Lightning Experience and Salesforce Classic, in editions: Enterprise, Performance, Unlimited, and Developer.
Add Global Styles More Easily in Enhanced LWR Sites in Experience Cloud
A new folder in the DigtalExperienceBundle acts as a repository for your pages’ global style files, making them easier to access, edit and reference with global styles in Enhanced LWR pages.
Where: The change applies to LWR pages used on platforms: Lightning Experience and Salesforce Classic, in editions: Enterprise, Performance, Unlimited, and Developer.
Assign Workflows by Content Type and Automatically Publish or Unpublish Content
CMS-workspace and CMS-channel enable better management and easy use of files, such as images, for example as part of e-mails built in Account Engagement. CMS workflows and approvals have now been improved and the improvements are available in expanded CMS workspaces. Each workflow can be assigned to specific content types, making your process flexible and more easily extensible. New step types allow you to automatically publish or unpublish from a workflow.
If you need separate approval processes, for example, depending on whether it is a news, documentary or image, this reform is for you. With the update, you will also be able to automatically publish content when it has gone through the approval process or set it to Unpublished while it is still in the approval process. The tools are called CMS Publish Variant and CMS Unpublish Variant. You can only add new steps (step types) to your CMS Flow Orchestrations tool.
How: The Workflows and Approvals feature is automatically added to all extended CMS workspaces and is visible on the content details page of content items. Go from Digital Experiences to an enhanced CMS workspace. Click the settings drop-down menu, then select Workflows. In the Manage Workflow Status window, enable Workflows and Approvals, and then enable each workflow by content type.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer environments
Enhance Product Fields in Commerce Stores with Einstein Generative AI
Generate product information for several products at once with Einstein Generative AI. Using your instructions and linked fields, Einstein creates a revised text for the selected products. Product fields generated by Einstein only support instructions in English. You can generate product fields in your B2B or B2C store in different languages. Then review the generated text and accept or reject it. You need an Einstein Generative AI license to use Einstein Generative AI. Please contact your account manager for more information.
Where: The change applies to B2B Commerce and D2C Commerce in the Unlimited edition.
Why: You need certainty regarding the reliability of AI results.
How: Enable Einstein’s generative AI features from Setup. After that, select one or more products in the Product Workspace. Click Create and Review Field Text to instruct Einstein to generate the text.
Add Branding to Your Commerce Reorder Portal
You can now quickly create a reorder portal that matches your brand. Upload your logo and choose colors and fonts. After that, everything will be activated in your reorder portal.
Where: The change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited and Developer editions.
How: In the Setup Assistant section, click Brand My Site.
Set Up Lowest List Price Compliance
When the product is on discount, you can fulfill the EU obligation to display the product’s lowest price (lowest price from the last 30 days). If the original price is displayed and is higher than the list price, the lowest price is also visible. Today, B2C stores must show the lowest price and price changes. B2B shops must show the lowest price and price changes to visiting users, but these do not have to be visible to logged-in users. Manually updating the lowest price is not recommended, as this can cause an incorrect lowest price, in which case the operation does not meet EU requirements.
Where: The change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited and Developer editions.
How: Select Commerce Workspace > Commerce Setup. In the left menu, under Pricing Setup, select Lowest Unit Price and enable it. After that, set the visibility of the layout in Salesforce Setup.
Report on Custom Permission Set and Permission Set Group Assignments
To facilitate user management, you can now create a report type and build reports on assigning permission sets and permission set groups to users. You can see in the report all users to whom a custom permission set or permission set group is assigned. Alternatively, you can also see what alignments individual users have.
Where: In all versions.
How: In Settings Report Types. Create a new custom report type and select Permission set assignment as the primary object. When you move a report type to Deployed, the report type is available for generating reports.
See What’s Enabled in a Permission Set More Easily (Beta)
It can be challenging to keep track of which permissions have been granted in a permission set. To facilitate the management of access rights, you can now see all object, user and field rights in use on one page. You can also see which permission set groups the permission set belongs to.
Where: Lightning Experience and Salesforce Classic in Essentials, Contact Manager, Professional, Group, Enterprise, Performance, Unlimited, Developer, and Database.com editions.
How: In the settings, search and select Permission sets. Select permission set and click View Summary (Beta).
See How Many Permission Set Groups a Permission Set Is Added To
You can now see how many permission set groups the permission set belongs to. With this information, you can better assess the effects on users before making changes to the permission set.
Where: In all versions.
How: In the settings, search and select Permission sets. Select the permission set and check the field Permission Set Groups Added To.
Use Dynamic Forms on LWC-Enabled Standard Objects
Dynamic forms are now supported for hundreds of basic objects. Dynamic forms improve the performance of the page and offer the possibility to condition the visibility of the fields, so that only the fields necessary for the situation are visible. Previously, dynamic forms were only available with custom objects and a limited number of standard objects.
Where: Lightning Experience versions Group, Professional, Enterprise, Performance, Unlimited and Developer.
How: Dynamic forms are mainly supported with LWC enabled object. For example, Campaign, Product, Note and Task still use the object’s page layout. When you open a Lightning record page in Lightning App Builder and see the Fiels tab on the left in the component panel, the dynamic form is supported by the object.
See Who Has Access to Accounts from Manual Shares and Account Teams with Reports
In one view, you can see the accounts that have been shared manually or via Account Team, as well as the users or groups that have visibility into them. You can create a custom report type for the Account Share object and create reports.
Where: Enterprise, Performance, Unlimited, and Developer versions of Lightning Experience and Salesforce Classic.
How: In the settings, search and select Report Types. Select Account Share as the primary object. When a report type is in Deployed status, users can select it when creating a report.
View Public Group Members with Reports
Manage members of public groups more easily. Now you can see which users, Roles, and other groups have been added to a public group by creating a custom report type.
Where: Enterprise, Performance, Unlimited, and Developer versions of Lightning Experience and Salesforce Classic.
How: In the settings, search and select Report Types. Select Group Member as the primary object. When a report type is in Deployed status, users can select it when creating a report.
Create Custom Error Messages in Record-Triggered Flows
Use the new Custom Error Message element to create targeted error messages that explain to the user what went wrong and how to fix it. The error message can be displayed in a window on the page of the record or in connection with a specific field. The record change related to the error is cancelled. Error messages can be implemented both before recording and in flows that start after recording.
Where: In all versions.
Why: When, for example, the user deletes a record that starts a flow, the flow sometimes ends up with an error. Previously, it was not possible to display an exact error message to the user about flow crashing. Now you can instruct the user exactly what caused the automation to crash so they can fix the problem and try again.
How: Add a Custom Error Message element (1), select the location of the error message (2) and fill in the error message (3).
Save a Flow Without Configuring Some Elements
Now you can configure a flow faster by saving it before all elements are fully configured. With this update, Flow Builder starts to support saving a flow draft at any stage of flow creation. Errors that previously prevented saving are now just warnings. You can save flow in connection with Start elements (Record-triggered Flows) and Create records (in all flows) before full configuration. To facilitate this change, some of the element windows now open next to the flow, on the canvas. With the Element properties window update, you can see and interact with your flow while configuring the element. Previously, all Element properites windows blocked the view when flow was open. The Cancel button in the Element properties window has been changed to an Undo button, which allows you to undo changes one at a time.
Where: The change applies to Lightning Experience and Salesforce Classic, in the editions: Essentials, Professional, Enterprise, Unlimited and Developer.
How: In Flow Builder, open the Start, Create Records, Delete Records, Get Records, Update Records, or Pause element. Or modify an already existing Subflow element. Rearrange the flow by clicking and dragging the canvas. Also, look at the element you are working on in flow (1). To keep the changes, hide the window and return to the screen by clicking (2). To undo one change at a time, click (3). Identify elements that are not fully configured (4). Save your work before the configuration is completely finished for Start elements (in record triggered flow) and Create records elements (5). Move between updated elements without fully completing the element configuration.
Development
The changes mentioned below are the most important technical changes and innovations in Salesforce compiled by our developers.
Generally available
Lightning Web Component
- Dynamically Import and Instantiate Lightning Web Components
- Create and Manage Toast Notifications
- Get the Latest LWC Features with Component-Level API Versioning
Apex
- Use DataWeave in Apex to Enable Data Transformation to Different Formats
- Iterate Within For Loops More Easily with Iterable
- Use the Comparator Interface and Collator Class for Sorting
- Ensure that Duplicate Queueable Jobs Aren’t Enqueued
- Full Apex Auto-Complete in Developer Console is Being Retired
Beta
Lightning Web Component
Updates in Marketing Cloud Account Engagement (Pardot)
Design Engagement Programs with More Precise Wait Times
You can now build more precise waiting times into Engagement Programs. Previously, you could limit the waiting time based on days, but now you can also mark the waiting time in hours.
Available in: All Account Engagement (Pardot) environments
General reminder
Use the Account Engagement Optimizer to ensure efficient use of your environment. Optimizer gives tips on how you can clean up your Account Engagement or what should be improved.
Where: Account Engagement settings – Optimizer
Updates in Mobile App
Everything That’s New in the Salesforce Mobile App
The latest version of the Salesforce mobile app makes it easier to use Salesforce wherever you are. See the detailed reforms in the image below and read more here.
Availability: The new Salesforce mobile app is available for all versions except Database.com without an additional license. Your organization’s Salesforce version and licenses, as well as user-assigned profiles and permission sets, determine the Salesforce data and features available to each user.
When: Most features will be available for the Salesforce mobile app the week of October 16, 2023.
Give Your Mobile Users the Dynamic Forms Experience (Generally Available)
With the help of the dynamic form, you can add and remove individual fields directly on the Lightning record page, divide the fields into different sections, and set conditions for the visibility of the fields. The feature has previously only been available for desktop view. Now mobile users can get the same dynamic user experience as desktop users.
Where: Lightning Experience versions Group, Professional, Enterprise, Performance, Unlimited and Developer.
How: Activate Dynamic Forms on Mobile in Salesforce Mobile App Setup.
If a Lightning record page has both a dynamic form component and a Record Detail Mobile component, only the Record Detail Mobile component is visible to mobile users, even if “Dynamic Forms on Mobile” is activated. Remove the Record Detail Mobile component from the page when you enable dynamic forms, so that the dynamic view is also visible on mobile. After activating the “Dynamic Forms on Mobile” setting, updating the page to use dynamic forms is enough for the dynamic page to appear on mobile as well.
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