As we welcome in the warmer months of 2023, Salesforce has a belated wintery gift for us in the form of another great update with the Winter ‘24 release. Depending on your instance, you may have already been upgraded or will be upgraded on the weekends of:
- September 2nd
- October 7th
- October 14th
If you want to find out exactly which weekend your Salesforce instance will be upgraded, head over to Salesforce Trust and click on ‘Maintenance’. You’ll need to know which instance your org is running on so to find out, go to your Setup menu and click on Company Information.
If you’d like a full runthrough of the release, check out this Salesforce Help article for the breakdown. Here are our 8 favourite new features from the Winter ’24 release.
Level up with Flows
Salesforce continues to reinforce the “clicks, not code” mantra with this release. A number of updates have been added to flows which brings features previously only available code into flows. The image below shows the new Reactive Components feature which has finished beta testing and is now generally available. This is done completely in a screenflow without the reliance of a coded Lightning Component!
There are a number of other flow updates which we’re really excited about. To name a few: HTTP callout element, add error element, transform data element (beta), and updates to the state management when navigating between flows.
One Page View of the World with Permission Sets
Have you ever been reviewing a permission set and just wanted to quickly see what objects the permission set grants access to, rather than clicking through multiple links just to get there? With this new beta feature, you can now see all the important information about a permission set in one click. Massive time saver!
Dynamic Salesforce
We’ve mentioned dynamic forms & actions in previous blogs, but Salesforce continues to improve these features with the Winter ‘24 release. Dynamic Forms are now supported on almost all standard objects. Whilst Salesforce for Mobile had dynamic forms in beta, it is now generally available – so if you were considering doing away with classic page layouts, now is the time!
Mass Quick Actions on Related Lists
Do you have a list view quick action you wish you could perform on a related list whilst on a record? Dynamic Related Lists now have generally available support for Mass Quick Actions with record selection. This was a very popular IdeaExchange item which received 39k votes!
Transfer Dashboard Ownership
A much sought after feature especially when your internal users who created many dashboards are needing to be inactivated. It’s as simple as it sounds – and it’s now available!
Intelligence View for Leads and Contacts
Does your business process require you to process Leads or Contacts as they come into Salesforce? If so, this feature is for you. Simply turn on Intelligence View in Setup as an alternative to the standard list view to see metrics, view activities, take action and update the records all in one place.
Discover Email Productivity Features
The below Email Productivity Features which previously required an additional license are now included for free in Sales Cloud for Enterprise/Professional editions. These features will need enablement via Setup and require permissions to be assigned to your appropriate users
- Send Later
- Email Tracking
- Text Shortcuts
- Email Engagement
Health Check for Experience Cloud
Do you have a public facing portal or community? Salesforce’s Health Check in Setup now provides items to track the number of objects a public guest user has read/edit access to. While some access may be necessary for your business process this just ensures it’s only the necessary objects that are exposed.
Summary
Some of the features mentioned in this blog require some setup steps, if you’re not sure on how to go about that, reach out to us. If you’d like help with some of the more advanced new features, especially around flows, we can also help. Enjoy exploring all the great, new features in the Salesforce Winter ’24 release.
