Salesforce Summer ’24 Release: The Top 10 Standout Features
The Salesforce Summer ’24 release is here and loaded with great new features and smart enhancements. In fact, there’s so much good stuff we couldn’t highlight everything!
So, the Galvin team picked a few favorite updates with our clients in mind. We factored in usability, applicability, and a little “cool” factor. Many of these deceptively small upgrades come with big upsides that we think you’ll really appreciate.
For Nonprofit Cloud users, we compiled a set of Summer ’24 Release Nonprofit Features just for you in addition to what we’ve included here. Be sure to check it out.
Grab your notebook, log into Salesforce, and let’s get started!
Organization and Configuration
As Salesforce continues to grow and become more robust, keeping the platform organized is a must. These new features help with accessing the information you need, exactly how you need it.
Personal Labels
Users now can create and apply their own labels to help access and organize records. They resemble tags, but instead of being visible to everyone, remain private to the individual. Plus, Personal Labels are searchable, making it easy to find information. Users can add custom labels to accounts, cadences and cadence steps, trackers, call scripts, campaigns, contacts, cases, email templates, leads, opportunities, tasks, and orchestration work items. Even better, Personal Labels require zero admin setup.
Conditional Visibility for Tabs
Tabs are everywhere throughout an org, but now you don’t have to see all of them. Conditional Visibility for Tabs allows you to show or hide tabs based on the user.
Permissions and Access Settings
Permissions and profiles didn’t offer much flexibility in past years. That is changing as Permission Sets and Access Settings better leverage all the org details needed to accurately manage what a user can do and see inside Salesforce.
Summary of User’s Permissions and Access
As Permission Sets become increasingly important, knowing who has what access within Salesforce is a hot topic. Now finding that information is easier than ever. Simply go to the user record for a summary of the person’s permissions and access. The summary includes everything from user-based permissions to what groups they are in. This upgrade offers a quick and simple way to determine what an individual can access within the org.
Permission Set and Permission Set Groups
On the topic of permissions, has going through each object and setting to figure out which permissions exist been a point of frustration? You aren’t alone and Salesforce took note. The Summer ’24 release makes this information available in one place. The new interface displays all enabled objects, users, fields, and custom permissions. Now admins have a streamlined way to see what each permission or permission set group includes.
Fun With Flows
Salesforce has invested a lot of time and resources to simplify building, maintaining, and monitoring flows with this release. Not only is creating a flow easier, but so is maintaining associated records.
Automation App
If you are using Flow, head over to the App Launcher and enable the new Automation App. The app lets you create or open flows, see what was recently modified, and identify what flows are erroring out—all from a centralized location. Now you don’t have to go into the Setup menu or use filter criteria to figure out what is going on with your flows. The Automation App puts everything in one spot for fast, easy access.
Creating Records in Flow
This one is helpful for anyone building or troubleshooting flows. Now when you are creating a record in a flow, there is an option to “check for a matching record.” If the system finds a match, there are two options: 1) skip the record and leave it alone or 2) update the record. This enhancement will be helpful in preventing duplicates while keeping data current.
A common error for everyone using flows is forgetting a field while manually mapping. Summer ’24 has for fix for this. Select “manually assign variables” to populate all required fields. Salesforce will automatically pull them in based on the mapping. We consider this one a massive timesaving and headache-avoiding enhancement.
Einstein for Flow
With great power comes great responsibility, and this one has a lot of potential power. This release made Einstein smart enough to write flows. Tell him something like you need to send an email when an opportunity moves to closed won to everyone in a certain group and he’ll get to work creating the flow for you. Of course, you’ll still need to test the flow, but Einstein’s help should save time.
Action Buttons in Flow
Action buttons will have a big impact on how many Flow Builders operate. You can add the buttons to a flow to perform complex actions without ever leaving the current page. That means bigger, more dynamic screen flows with less work. Want to get contacts based on a selected account? Need to do some advanced calculations a formula can’t handle within one screen? Want to pull data from an external system? Action buttons make these examples and countless others possible without the need for additional packages and custom components.
More Notable Enhancements
People are click averse. The more work something is, the less likely they are to use it. These two additional features popped out to us for their simplicity and time savings. It’s quick without all the clicks.
Field History Tracking
Summer ’24 ushers in a centralized page inside of Setup that contains the field history for the entire org. From the history, you can see who made changes, to what fields, and when. The big benefit is that you can proactively monitor key fields in the org. No longer do you have to hop between objects in the Object Manager to do so.
Add Custom Fields to Dynamic Forms on Field Creation
This much-requested enhancement had us shedding a few happy tears. Now you can quickly add new custom fields to Dynamic Forms. Just create the form like usual. After setting field-level security, you’ll see a new step. Select the Lightning record pages on which the new field should appear. It’s that simple!
Learn More
These enhancements and upgrades are just a fraction of what has us excited about the Summer ’24 release. To learn more, check out these helpful resources:
- Summer ’24 Release Notes offer a high-level overview of what’s included in the latest release
- Summer ’24 Release in a Box is a digital resource for Admins, Business Users, Developers, Community Groups, and more
- Summer ’23 Release Demos introduce features of the new release with highlights and demonstrations from the Trailblazer network
See a feature you want to implement? Let’s get to work. The Galvin team will learn the use case, implement the solution, and even train your staff. From consulting to development to admin support—our team will help you make the most of every valuable enhancement.
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