Another year, another spring release! Salesforce is fighting off the back to work blues with plenty of quality tweaks across the board, with key improvements around reporting, flows and AI. Depending on your instance, you will be upgraded on:

• January 12th
• February 2nd
• February 9th

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 top 6 improvements from the Spring ’24 release.

Reporting

Salesforce is continuing to bring the last few missing bits of Classic functionality into Lightning. This release will allow you to change the field report filters operated on without having to remove and recreate the filter and filter logic. This release has also added back in the ability to select and move multiple columns in the Lightning report builder at the same time. This functionality will be a welcome addition to Salesforce Administrators everywhere.

Draft Emails with Einstein

Salesforce is continuing to implement exciting new breakthroughs in AI into the platform. Customers with an Einstein for Sales License now get Einstein functionality built into the email component, allowing them to draft common emails, like a follow-up or a meeting invitation, by choosing an email type. Salesforce provides preset email types, and custom types can be created by Admins.

Seller Home for Improved Sales Experience

The Seller Dashboard is a brand new home page designed for Sales team members, and gives them a complete view of their Opportunities, Accounts, Leads and Contacts. The page also gives them a view of the day’s agenda, and allows them to set goals, track progress, view their to-do list among other helpful elements. With more useful information presented to them at a glance, the Seller Home orients users faster for improved efficiency.

Intelligence Views

Intelligence Views are a brand new window into engagement metrics for your Accounts, Contacts and Leads. The Intelligence View on these objects shows valuable information based on the activity records logged against each record, and allows users to filter information and see detailed activity and related records from within the view. Intelligence Views are accessible as if you’re selecting a list view, and will make it far easier to identify what tasks need to be completed to boost your engagement.

Flow Enhancements

Spring ‘24 ushers in a whole host if new flow enhancements. Key upgrades involve built in auto-saving of flow elements (with the exception of screens and actions), saving drafts with half completed elements and errors, upgrades to several elements, and expanding the Transform Element introduced last release to allow for aggregating your data. Together these flow enhancements should make automating your system a far less cumbersome task.

New Dynamic Forms with Related Objects

This is a game changer for easily exposing valuable information on your records. In the past when we wanted to show data from a field on a related record, we had to create a formula. In the Spring ‘24 release, Salesforce will allow you to drag fields directly from related records into the lightning layout, for any Lightning Layouts that have dynamic forms enabled. This will save free up time for administrators so they can focus more on the end- user experience and other improvements.

Summary

Many of the features mentioned in this blog require some knowledge of the Salesforce Administration fundamentals. If you need any assistance applying these improvements and tools to your system, don’t hesitate to reach out. We hope you enjoy exploring all the new possibilities available in the Salesforce Spring ‘24 release.