Depending on your instance of Salesforce®, the first main release weekend for the Spring ’24 Release was January 12, with subsequent release weekends scheduled for February 2 and February 9. 

To help get you ready for the release – on a recent AdVic “Salesforce Simplified” podcast – we spoke with  Salesforce Ben‘s Courses & Community Director and 11X Salesforce-Certified Evangelist Christine Marshall about some of her favorite new features in the Salesforce Spring ’24 Release. Here are the six she selected for AdVic®.

1. New Dynamic Forms with Related Object Fields

Salesforce Notes: 

Drill into lookup relationship fields from the component palette in the Lightning App Builder and access fields from related objects. To display relevant data from related objects, drag the cross-object fields onto your record page. We delivered this feature thanks to your ideas on IdeaExchange.

Where: This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: We made some small enhancements to the Lightning App Builder UI to help you navigate through relationship fields.

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.

2. Device-Specific Salesforce Dynamic Forms

Salesforce Notes: 

Previously, you could set visibility rules based on device form factor on Field Sections and other components but not on individual fields. Now, you can customize your desktop and mobile Lightning record pages even more granularly and restrict field visibility by device form factor, such as desktop or phone.

Where: This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: On a Dynamic Forms-enabled page in the Lightning App Builder, select a field on the canvas. In the properties pane, create a visibility rule filter using the Device context to set the field to display exclusively when its page is viewed in a specific experience.

3. Updated Analytics with Dashboard Ownership and Visualization

Salesforce Notes: 

Transfer Lightning dashboard ownership when responsibilities change or the current owner leaves your organization. You can change the ownership of multiple dashboards at one time and can send an email notification to the new owner. Previously, you had to clone or re-create the dashboard to provide access to a new owner.

Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To reassign a single dashboard, on the Dashboards or Analytics tabs select Change Owner from the dashboard’s actions.

4. New Account Intelligence View

Salesforce Notes: 

See account activity, scan opportunity metrics, review cases, and log activities, all in one place in the Account Intelligence view. Previously, the account home page provided only a simple list view and required users to navigate to individual records to view opportunity, activity, or case data.

Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, and Unlimited editions with Sales Cloud.

When: This feature is available in production after all instances are upgraded to Spring ’24. To see the feature in sandboxes, run Match Production License or request a refresh after the feature is available in production.

Why: The Account Intelligence view is your dedicated workspace for account management.

5. Updated Migrate to Flow Tool for Migration of More Processes

Salesforce Notes: 

The Migrate to Flow tool now supports partial migration for most actions. At a minimum, you can partially migrate all actions except for invocable actions. The migration results identify which actions need further configuration in Flow Builder for your migration to be complete.

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).

6. Seller Home for Improved Sales Experience

Salesforce Notes: 

Now sales team members can start their day with a complete view of their business. Seller Home shows users an overview of their opportunities, accounts, leads, and contacts, along with their day’s agenda. Seller Home also lets users set goals, track progress, and view their to-do items, recent records, and contact suggestions from Einstein.

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. Seller 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)

Read more Salesforce Spring ‘24 Features selected by Salesforce Ben’s Christine Marshall.

How AdVic Can Help

If you have any questions about the Salesforce Spring ’24 Release – or anything Salesforce-related – AdVic’s U.S.-based Consulting Team – which works on your hours – is standing by to help! Reach us now, here.

*Images courtesy of Salesforce

Related Resources:

Highlights From the Salesforce Spring ’24 Release – Podcast

Highlights From Salesforce’s Winter ’24 Release – Selected by Salesforce Ben’s Christine Marshall – Blog

Highlights From the Salesforce Winter ’24 Release – Podcast

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Salesforce® has once again packed their platform with exciting new features inside its forthcoming Summer ‘22 Release, which – depending on your instance of Salesforce – can begin to be experienced as early as the first release weekend, May 21, 2022.

And as they always do, AdVic’s consultants have poured through every one of the new features and have highlighted the ones they are most excited about. So, let’s take a look at six of this release’s platform highlights, including three that focus on reports.

Bulk Manage Picklist Values (Beta)

AdVic® Note: This feature will save time and increase productivity for admins. Admins can now delete, activate, deactivate, or replace multiple picklist field values at once, rather than one at a time.

Salesforce Overview: Save more time managing your picklists. You can now delete, activate, deactivate, or replace multiple custom picklist field values at once. Previously, you modified them one at a time. This change applies to Lightning Experience and Salesforce Classic in all editions. 

Customize and Filter Related Lists in the Lightning App Builder

AdVic Note: The “Dynamic Related List – Single” component is a new addition to the Lightning App Builder that allows for creating custom related lists that can be displayed when specific criteria are met. From the Lightning Page, admins can choose the list’s fields and sort order, give the list a descriptive name, and apply filters.

Salesforce Overview: Customize related lists directly from the Lightning App Builder instead of the page layout editor with the new Dynamic Related List – Single component. Choose the list’s fields and sort order, apply filters, and give the list a descriptive name. To see the most relevant records, set up two related lists with different filters on the same object. For example, on the Contact record page, create one related list to see only the opportunities created in the last 30 days. Then, create a second related list to see all opportunities with an amount over $500,000. This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Enable Permission Set Expiration and Enhanced UI (Release Update)

AdVic Note: With this update enabled, expiration dates can be assigned to permission sets or permission set groups. When a permission set or permission set group has an expiration date, users can lose access to functionality after the expiration date.

Salesforce Overview: Permission set and permission set group assignments also use a new Lightning Experience interface and an improved workflow. Users can be assigned to permission sets or permission set groups with or without an expiration date. This change applies to Lightning Experience and Salesforce Classic in all editions.

Find the Best Report Type for New Reports (Generally Available)

AdVic Note: The enhanced report type selector allows users to quickly access recently used report types and view fields and objects that are included. The ability to hide report types allows the number of available report types to be much more manageable.

Salesforce Overview: Take the guesswork out of report type selection when creating a report. With the enhanced report type selector, quickly access recently used report types and view the fields and objects that are included. See at a glance which report types are standard or custom, and keep the number of available report types manageable by hiding those you don’t need. This feature is now generally available. This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Edit Multiple Fields on the Report Run Page (Generally Available)

AdVic Note: With Multi-Field Editing, users will have the ability to edit multiple records inline on the report run page before saving the changes. Previously, only single field edits were allowed, and the report refreshed after every edit.

Salesforce Overview: Now you can update statuses and clean up data without rerunning your reports. Save time while staying up to date by editing multiple records inline on the report run page. Make inline changes in multiple rows or columns, and then save all the changes with a single click. This feature is now generally available. This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Create Reports Based on Selected Salesforce Objects (Beta)

AdVic Notes: It can be cumbersome to search through report types that aren’t needed. This new enhancement allows users to filter through report types and show only those that are based on your selected objects.

Salesforce Overview: Now you can filter the report types list in the Create Report window to show only those that are based on your selected Salesforce objects. This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

If you have any questions about the Salesforce Summer ‘22 Release – or anything Salesforce-related – AdVic’s consulting team is standing by to help! Reach us now, here.

Related Articles & Resources

Top 6 Salesforce Spring ’22 Release Highlights

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As is the case every year here in the middle of winter (depending, of course, on where in the world you are), our thoughts turn to… spring! And the same goes for Salesforce®, who has packed their platform with exciting new Spring ‘22 Release features that all orgs will be experiencing by February 12, 2022.

AdVic’s consultants have once again poured through every one of the new features and have highlighted the ones they are most excited about, focusing this time on automation, and specifically “flow.” So, let’s take a look at six of this release’s platform highlights:

1.  Enable Stronger Protection for Your User’s Personal Information (Release Update)

AdVic Note: This feature helps to lock down personal identifiable information (PII) from portal users. This is customizable with field sets as well to provide flexibility if any custom fields are utilized. 

Salesforce Overview: Enable Enhanced Personal Information Management to prevent external users, such as portal or community users from accessing other users’ personal information. This feature, which replaces the Hide Personal Information setting, secures more personal identifiable information (PII) user record fields. You can also decide which custom and standard user fields are considered PII. 

2. Visualize All Your Record-Triggered Flows in One Place with Flow Trigger Explorer

AdVic Note: With Process Builder and Workflow Rules slated for deprecation in the coming years, this update will go a long way in helping admins manage their org. This view will provide a single location to review flow automation providing improved debugging and troubleshooting. 

Salesforce Overview: See and manage your record-triggered flows with Flow Trigger Explorer, a new tool that’s more visual and interactive than the Flows list view. Flow Trigger Explorer shows all of the flows that are associated with a specified object and that run when a record is created, updated, or deleted. For example, quickly see all flows that are triggered to run when a case record is created.

3. Filter Items into a Collection in Flow Builder

AdVic Note: This update for flow allows admins better control when modifying multiple records in a collection variable. Previously, a series of loops and additional collection variables would need to be constructed when attempting to perform advanced logic on sets of records within a given collection. Going forward, this is now a task that Flow Builder can handle in a single action. 

Salesforce Overview: Now you can filter unwanted data from your collections in Flow Builder. Use the Collection Filter element to select a collection and define conditions. When the flow runs, the element outputs a collection with only the items that meet those conditions, leaving your original collection intact.

4. Define the Run Order of Record-Triggered Flows for an Object

AdVic Note: With Spring ’22, record-triggered flows now allow for configuration of the order of operation. This update will allow admins to group flows by the logic that is being completed rather than creating one giant flow with many components. 

Salesforce Overview: Specify a trigger order value to determine the run order of before-save or after-save flows for the same object. Declaratively configure a flow to run before or after another flow. Order your flows to help ensure consistent results without creating overly complex flows, letting you divide automation by teams or logical owners.

5. Convert Workflow Rules to Flows with the Migrate to Flow Tool (Beta)

AdVic Note: Workflow Rules will be the first piece of non-flow automation to be deprecated in the coming years. Spring 22 comes with a tool that is currently in beta to migrate these to flow. 

Salesforce Overview: We know it’s a lot to process, but it’s time to begin the transition to using Flow Builder, the future of low-code automation. Use the Migrate to Flow tool to convert your workflow rules into flows. Flow Builder can do everything that workflow rules can do—and more.

6. Set Organization-Wide Sharing for Products (Release Update)

AdVic Notes: Starting in Spring ’22, organization-wide sharing can now be applied to the product object. This provides an added layer to an organization’s security and allows for additional customization. Note: Sharing rules and manual sharing will still be unavailable for this object. 

Salesforce Overview: To better protect your Salesforce data, this update adds org-wide sharing settings for product records. As of Summer ’22, in new orgs only, the update sets the org-wide sharing default for products to Private for external users. Sharing rules and manual sharing aren’t supported. This update was first made available in Winter ’22 and was scheduled to be enforced in Spring ’22, but we postponed the enforcement date to Summer ’22.

If you have any questions about the Salesforce Spring ‘22 Release – or anything Salesforce-related – AdVic’s consulting team is standing by to help! Reach us now, here.

Related Articles & Resources

Go with the Flow – Highlights from the Salesforce Spring ’22 Release (Podcast) 

Top 6 Salesforce Winter ’22 Release Highlights

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Ready or not, in the Salesforce world it will soon be time to turn the page on 2021 and leap into 2022 by way of their Winter ’22 Release Highlights.

To help get you ready for the Winter ‘22 Release (September 10 – First Release Weekend — October 1 Second Release Weekend — October 8 & 9 Final Release Weekend), Ad Victoriam’s certified consultants have once again poured through the latest Salesforce innovations across Sales Cloud, Reporting, Experience Cloud, Field Service, and Service Cloud to bring you these six exciting new feature highlights.

1. Sales Cloud – Pipeline Inspection Updates 

AdVic Note: This update builds on the one highlighted in the last release. This update allows managers to further customize the deals they inspect and review their pipeline for actionable items more quickly.

Salesforce Overview: Create pipeline views and saved filters, and track important opportunities. See Einstein Opportunity Scores in tiers with recent changes and insights, and get predictions of deals that are unlikely to close with Einstein Deal Insights. Know when next steps aren’t updated, and see counts for close dates that are pushed out on opportunities.

2. Reporting – Update More Fields from the Report Run Page with Expanded Inline Editing (Beta)

AdVic Notes: Reports will support in-line editing for more fields. Previously this was only available for text and number fields.

Salesforce Overview: Update your reports more efficiently without losing your place by clicking back and forth. Inline editing is now supported for date, pick list, and lookup fields. When your report data gets out of date, you can edit it right on the report run page. For example, sales reps can update opportunity statuses directly from their pipeline reports. Previously, inline editing was supported only for text and numeric fields.

Where: These changes apply to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

A lock icon means that the field isn’t available for inline editing.

3. Experience Cloud – Redirect Users Within an Experience Cloud Site

AdVic Notes: Allows administrators to load a CSV of URLs to automatically redirect users to a designated page.

Salesforce Overview: Redirect users to URLs within the same Experience Cloud site to retain the discoverability and SEO equity of your web pages. 

Where: This change applies to Aura and LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

4. Experience Cloud – Add Content to LWR Sites with New Components

AdVic Notes: The following components are now available in LWR sites: Banner, Button, Horizontal Line, Image, Text Block, Tile, and Video. These components allow for richer customization within an Experience Cloud site without the need for custom development.

Salesforce Overview: Create pixel-perfect sites, populated with content from Salesforce CMS and other data sources, with new Lightning web components for your LWR sites. Look for these new components in Experience Builder: Banner, Button, Horizontal Line, Image, Text Block, Tile, and Video. 

Where: This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. You must have at least one active community license in your org to use this feature.

5. Field Service – Easily Transfer Products Between Locations

AdVic Notes: Field Service now has a simple way for mobile workers to move inventory between locations without any additional customization.

Salesforce Overview: Move products from the warehouse to the work van or other locations with just a few taps on the mobile app. Mark products as received to update your inventory so that you don’t run out of supplies or have too many sitting on the shelf.

Where: This change applies to Field Service for Android and iOS in Enterprise, Professional, Unlimited, and Developer editions.

6. Service Cloud – Give Agents More Context with a Customized Screen Pop

AdVic Note: Admins will be able to open up to three related records on a support agents screen when a call, message, or chat is routed to an agent. This will allow agents to have all the information they need to work a request immediately available to them.

Salesforce Overview: Personalize service by providing the agent with more information about the conversation. With screen pop, automatically open up to three records on the agent’s screen when a voice call, message, or chat is routed to the agent. For example, you can show the customer’s contact, case, and order records on separate sub-tabs, along with the primary work record.

Where: This change applies to Salesforce Classic and Lightning Experience in Enterprise, Performance, Unlimited, Professional, and Developer editions in Service Cloud.

If you need help implementing any of the Winter ’22 Release features, you need a partner with extensive knowledge, depth of experience, and proven customer success. The Ad Victoriam team is ready to help you figure out your needs now! Just fill out the form below, or click here.

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Related Resources:

Salesforce Winter ’22 Release Highlights – Podcast

Salesforce Summer ‘21 Release Highlights – Podcast

Salesforce Summer ‘21 Release Highlights – Blog

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