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Salesforce Spring ’24 Features

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Published by JET BI
13 March 2024
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Introduction

The anticipation for the Salesforce Spring '24 release is palpable, and the arrival of the release notes feels like an early festive present. They're packed with essential information on how to prepare for the upcoming changes and when your instance will undergo the upgrade. But let's not waste any time—let's delve into the most exciting declarative features of the Spring '24 release.
 

Salesforce Spring ’24 Features

1) Manage Einstein Search Settings

  • This feature is automatically enabled in all Salesforce orgs, except if you have DoNotAutoEnable flag activated:
  • You can check by logging into your Salesforce org, click on Setup, in the Quick Find box, enter Einstein search,and then select Settings:
  • You can then choose what you want activated or disable.


 

2) Dashboard

  • Salesforce has added Rich Text, Images and Widgets into every Salesforce edition for their users;
  • For a more guided data experience, users will be able to easily put visuals such a business logos, flow diagrams, and even animated GIFs into their dashboards, along with the ability to add well detailed explanation to charts, tables, and metrics using rich text;
  • Lightning dashboard components are now referred to as widgets in all editions;
  • Now supports up to 25 widgets, includes a maximum 20 charts, 25 rich text widgets and tables, 3 images. The previous limit was 20 in total.

 

3) Transferring of Dashboard Ownership

  • Ownership of the Lightning dashboard can be transferred when duties change or the present owner departs your company. You can change ownership of several dashboards at a time;
  • Previously, granting access to a new owner required you to clone or recreate the dashboard.

 

4) Ability to Rearrange Multiple Lightning Report. Columns at Once

  • You may now move several columns in the Lightning report builder at the same time. Previously, this capability was only accessible in Salesforce Classic;
  • Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions;
  • How: In the Lightning report builder, select the columns in the report table or Columns list and drag them to the new location.


5) Add Fields from Related Objects to Dynamic Forms-Enabled Pages

  • Access fields from linked objects and drill down into lookup relationship fields using the Lightning App Builder's component palette. Simply drag and drop the cross-object fields into your record page to display relevant information from linked items;
  • Where: This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions;
  • How:On the Fields tab, a breadcrumb at the top shows the spans that you drilled into. The top-level breadcrumb indicates the object that the page is associated with;
  • Cross-object relationship fields have an arrow icon (>). You can drag them onto the page as is, or click the arrow icon to drill in;
  • If you want to add fields to a Lightning Page, you can navigate the Record Page’s Fields menu in Lightning App Builder, then click the arrow next to the lookup field, and
    select from the available fields from the related record;
  • To add a new section to the record page, select Field section from fields and drag it to the related list and label it (in this case, I named it Account details).



6) Get a Full View of Account Health with the Account. Intelligence View

  • The Account Intelligence view allows you to see account activity, scan opportunity metrics, examine cases, and track activities all in one place. In the past, users could only examine opportunity, activity, or case data by navigating to individual records from the account home page, which only offered a basic list view;
  • Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, and Unlimited editions with Sales Cloud;
  • When: This feature is available in production on a rolling basis after the Spring ’24 release is complete and is available to all customers by March 5, 2024. To see the feature in sandboxes, run Match Production Licenses or request a refresh after the feature is available in production;
  • Why: The Account Intelligence view is your dedicated workspace for account management.

In the Account Intelligence view, you can quickly filter accounts (1) and see statistics, such as the total value of open opportunities and next close date, for resulting records (2). To see detailed activity, opportunity, and case data for individual records, click the side panel icon (3) next to the record name. In the side panel, toggle between panes showing activity data or related records (4) or log activity (5) without leaving the Intelligence view.

How: To see the Account Intelligence view, go to the account home page and click Intelligence View. To return to the original list view, click List View. New Salesforce customers have the Account Intelligence View on the account home page by default.

 

7) Drive Success with Seller Home

  • Sales team members may now begin their day with a comprehensive perspective of their business. Seller Home provides customers with a snapshot of their opportunities, accounts, leads, and connections, as well as their daily plan. Seller Home also allows users to create objectives, measure progress, and check their to-do lists, recent records, and Einstein's contact ideas;
  • Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, and Unlimited editions with Sales Cloud;
  • Why: With more useful information available at a glance, users can get oriented faster and choose what to do next.
  • Home includes:
    - Opportunity overview
    - Account overview
    - Lead overview
    - Contact overview
    - Weekly or monthly goals
    - Today's Events
    - To-do items
    - Recent Records
    - Contact suggestions—identified by Einstein from a user’s emails and events
  • This new dashboard-like home page serves as the default for the Sales, Sales Console, and Sales Engagement applications. It will show instantly unless you have customised certain pages; in which case, you may explicitly activate it from Setup

 

8) Migrate Even More Processes with the Updated Migrate to Flow Tool

  • The Migrate to Flow tool now allows for partial transfer of most activities. All activities can be partially migrated, with the exception of invocable actions. The migration results show which steps require additional setting in Flow Builder for your migration to be completed;
  • Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions;
  • How: From Setup, in the Quick Find box, enter Migrate to Flow, and then select Migrate to Flow. Select the process that you want to convert into a flow, and click Migrate to Flow. Select the criteria that you want to migrate (1). The Migrateable column indicates if the process is partially migrateable (2). Then click Migrate to Flow. When the migration is complete, click Needs Review to see the list of actions that require additional configuration (3).

 

9) Confirmation Message When You Select the Multi-Select Picklist Field Type

  • When you create a custom field and select the multi-select picklist field type, you will now get a confirmation message. The notice prompts you to study the limits of multi-select picklist fields before proceeding;
  • Where: This change applies to Lightning Experience and Salesforce Classic in all editions;
  • How: Multi-select picklists can be useful for user interface and data standardization. However, they provide limited reporting capabilities and can be difficult to use in automation and formulas. Use multi-select picklists only in specific situations where their use maximizes their benefits. This confirmation message ensures that you’re aware of potential issues when using this field type.

 

10) Marketing App Was Renamed

  • The old software known as Marketing was rebranded as Marketing CRM Classic to accommodate new Marketing functionalities in Salesforce. Through the App Launcher, the app still offers access to CRM items like leads and campaigns;
  • Where: This change applies to all editions except Starter. It’s available in Salesforce Classic and Lightning Experience.

 

Summary 

In Spring '24, Salesforce Flow undergoes a significant transformation with a plethora of enhancements. From minor tweaks to impactful new features, the update promises to streamline tasks for admins, developers, and business users alike. Once integrated into your organization, these enhancements are set to simplify and enhance your workflow.

If you have any questions or need help, contact us!


Mary Osobe
Salesforce Certified Administrator
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