PRO TIPS

Summer '24 Release Highlights

 

Three times a year, Salesforce introduces updates and features in new releases. The latest release, Summer '24, went live for customers in mid-June. We've picked out five highlights from over 600 pages of release notes:

 

 

Set Conditional Visibility for Individual Tabs in Lightning App Builder

This may be the best feature of the whole release for admins who need to build Lightning pages with tab components on them. Until now, you could not used conditional visibility rules to hide individual tabs in a component–the rules applied to the whole tab component. If you needed to show or hide individual tabs, the work arounds were to either build multiple Lightning pages, or to build one page that contained multiple tab sections that were hidden or shown based on criteria.

But now, when you click on a Tab in the Lightning editor, that individual tab gets its own visibility settings. This greatly simplifies Lightning page design, meaning fewer pages and components to maintain.

The conditional visibility options displayed after clicking on a tab in the Tabs section of the Lightning App Builder.

Automate permissions with User Access Policies

Have you ever wanted to automatically add items like permissions sets or public groups to a user when they're created, or when a package license is applied? In the old days, you might have created a Flow to do this, but the now-generally-available User Access Policies can automate the process for you. Found in Setup, you can automate granting or revoking permission sets, permission set groups, package licenses, group, or queue membership based on automated triggers and user criteria (e.g., only users in a certain Department, or of a certain role). New in the GA release is the ability to specify the order in which overlapping policies are applied.

Note that there is a limit of 200 active User Access Policies per org, so if your org is large you may need to plan ahead to make sure you don't exceed the limit.

Detail of the User Access Policy editor settings, showing the ability to define criteria (in this case, adding the Accounting Review Only permission set), followed by actions to take (adding an Accounting Support permission set and adding the user to a queue called Test Queue).

Lock or Unlock Records with a new Flow Action

Approval processes have always been able to lock records for editing while users review them, but this feature was previously unavailable in other automation tools. No more! Now, with the Lock Record action, you can both lock and unlock a record so that other users cannot edit it while the Flow is running. This enables automations like locking the record when a change is made to it, and then waiting for an amount of time to pass (say, six hours) before unlocking it. Need to allow certain users to edit the record despite the lock? You can specify the ID of a user, group, queue, or user role that is allowed to edit the record despite the lock.

Configuration screen for the Lock Record Flow action, found by adding the action into a Flow. The options are to lock or unlock the record. A record ID is required, and there is an optional entry for allowing a user–specified by ID–to edit the record while it is locked.

Automatically create contacts from email and calendar integrations, and auto-enhance Contact records

These items apply to customers using Einstein Activity Capture. EAC can automatically create Contacts based on email or meeting activity with the new ability to auto-create contacts. If you don't want to create Contacts for users, you can instead set Salesforce to suggest their creation; you can also specify the number of times a Contact must appear in email or calendar events before it is created/suggested. To avoid cluttering up standard reports and list views, auto-created contacts don't appear in them–only in custom list views and reports.

For customers who also have Einstein Generative AI, Salesforce can automatically enhance Contact records based on data it takes in from EAC. This feature allows Salesforce to automatically add phone numbers, addresses, titles, seniority levels, departments, and other buyer attributes. To avoid consuming too many AI credits, this feature won't update automatically-created contacts unless they are part of a Buyer Relationship Map.

Salesforce promises that both of these features will be enabled in eligible orgs "soon" after the Summer release.

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.

Check for duplicates before creating records in Flow

The Create Records element now has the ability to search for duplicates based on criteria that you specify before creating a new record. This eliminates multiple steps from your Flow (getting matching records, using a decision element, then creating the record). You can also specify what happens if Salesforce finds a single match or multiple matches–either skip the matches, or update one of the records.

Screenshot of new options to check for matching records before creating a new record, showing matching options and what to do if a match is found–skip the match, or update it if a single match is found. If multiple matches are found, the options are to skip all matches, or update the most recent one.

That's just a few highlights

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).