PRO TIPS

Spring '24 Release Highlights

 

Three times a year, Salesforce introduces updates and features in new releases. The latest release, Spring '24, went live for customers over the past weekend. Here are some highlights admins can take advantage of to develop richer user experiences faster:

 

Add fields related to an object on a Dynamic Forms enabled page

A common need is to add fields on a page layout that are related to the current record–for instance, pulling a field found on an Account record (like a membership status or account type) down to the Contacts associated with that account. Until now, the way to accomplish this task was to create a formula field on the child object that copied the value from the parent, and then add the new formula field to the child page layout. It worked, but it wasn't ideal because those fields added maintenance overhead and counted toward field limits.

But now, Dynamic Form-enabled Lightning Pages allow you to pull these fields onto the child object directly in the Lightning Editor–no need for formula fields! In the Lightning editor, any field that represents a relationship to another object now gets a > next to it–clicking it will drill into the related object and allow you to drag fields from it onto the page.

This not only speeds up development by keeping you in the Lightning editor, it also reduces the amount of fields you need to build and set permissions for.

Reassign dashboards to a new owner/running user

When a user who owned a dashboard left your organization you always faced a dilemma in what to do with them (the dashboard, not the user). If you deactivated the user account, the dashboard would no longer update, which meant either leaving the user active and frozen, or recreating the dashboard from scratch.

Not anymore! Previously a beta feature, now available to all users, you can now click the drop-down arrow next to a dashboard in the dashboard listing, and select Change Owner. The new owner obtains edit rights on the dashborad and, if the prior owner of the dashboard is currently inactive, also becomes its running user.

Make dashboards more useful by including images and rich text, and increasing the number of dashboard filters to five

A common complaint about dashboards was that they did not make it possible to add things like logos and explanatory text to describe their contents. For users of Performance or Unlimited Editions, Salesforce added the ability to add new Text or Image Widgets (previously called Components) in a prior release. They've now expanded this capability to all Salesforce orgs. Not included: design sensibilities.

Also previously available to Performance and Unlimited customers, but now unlocked for all orgs, is an increase in the number of dashboard level filters you can apply–from three to five. More filters means less need to clone dashboards to provide additional slices of your data sets, and fewer dashboards to maintain.

Get Ten Free Einstein Conversation Insights Licenses & Trigger Flows from Insights

This item applies to customers on Salesforce Performance or Unlimited editions. Einstein Conversation Insights is a Salesforce AI tool that can analyze meeting recordings and provide summarized transcripts as well as pick out specific pieces of information like next actions, mentions of a competitor, or action items. Simply hook it up to your meeting provider (compatible providers include Zoom, Google Meet, and Microsoft Teams) and you can start generating Insights, assuming you have licenses...

Which now you do, thanks to the Spring '24 release. Einstein Conversation Insights had previously been a paid add-on product, but Salesforce has now given each org ten free licenses for all Performance or Unlimited customers.

Generating insights is one thing, but taking action on them is the logical next step. New in Spring '24 is the ability to trigger Flows off generated insights to perform actions in Salesforce. For example, if a conversation identifies a competitor product, you might generate a task for your internal expert on that product to create a competitive analysis document.

A screenshot of Einstein Conversation Insights showing two people in conversation and the highlighted terms it pulls out of the conversation–a keyword for discounts, the name of the product, and an action item to send an invoice.

Use the Beta Repeater component to create multiple records in screen Flows

A common need in a Screen Flow is the need to ask the user to enter information to create multiple records of the same kind–a good example is creating multiple contacts linked to an account. Before the Spring '24 release, it was common to have the user loop through a number of individual screens, which worked but meant more clicks and more complication in designing your Flow. Now, the new (beta!) Repeater element allows you to specify a set of fields that can be... repeated... when the user clicks the + Add button. This makes adding and removing new records quicker and more intuitive for users, both by following user interface conventions they're likely familiar with from other software, and by preventing them from having to click through a number of different screens.

When processing the input from a Repeater, you can loop through the items the user created in order to create a record collection you can then manipulate later in the Flow.

Animated GIF showing a user using the new Repeater beta element in a Flow. It shows the user entering a first name and last name, clicking add, and doing the same for a second person, and then repeating the process for a third.

That's just a few highlights

There's a lot more in the release–the Release Notes ran nearly 600 pages in length, like most other releases. If you want to see more of what we think is notable in this release, you can view the webinar recording below (about 50 minutes in length).