Salesforce Ben’s Christine Marshall Highlights Top Spring ’24 Release Features
Estimated reading time: 7 minutes
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 the Salesforce Winter ’24 Release – Podcast
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