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Spring 24 Webinar

Avatar for Keir Bowden Keir Bowden
February 07, 2024

Spring 24 Webinar

Slide deck from BrightGen's webinar on the Spring '24 Salesforce release. You can find the recording at : https://www.youtube.com/watch?v=c4nKiYlQ6EU

Avatar for Keir Bowden

Keir Bowden

February 07, 2024
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  1. Agenda • Spring '24 Release o Fond Farewells o General

    o Analytics o Customization o Development o Experience Cloud o Mobile o Sales Cloud o Service Cloud o Beta • Q&A 07/02/2024 2
  2. Bereft of Life Ant Migration Tool – Spring '24 •

    Will continue to work • Won't receive updates • Not supported • Use the Salesforce CLI Meeting Studio – Spring '24 Inbox Mobile – Feb 1, 2024 Salesforce for Outlook – June 2024 • Move to Outlook integration + Einstein Activity Capture 07/02/2024 4
  3. Bereft of Life Streaming API versions 23.0 - 36.0, Winter

    '25 Salesforce Functions – Jan 31, 2025 API versions 21.0 - 30.0 - Summer '25 • Postponed from Summer '23 07/02/2024 5
  4. Browser Support 07/02/2024 7 Edge Chromium Chrome Firefox Safari Lightning

    Experience (Desktop) Lightning Experience (iPadOS) Experience Builder Sites Classic Classic Console
  5. General New setup domain • Lightning Experience and Classic, all

    editions • Applied on a rolling basis • Add *.salesforce-setup.com to allow lists Multi-Factor Authentication • In-app notifications if setting is disabled • Admins only • Org is out of compliance with contractual obligations • New production orgs have MFA enabled Marketing App renamed – Marketing CRM Classic 07/02/2024 8
  6. Reports and Dashboards Share folders direct from Analytics Tab •

    Choose Share from row level action menu • Select user/role/group and assign access Bulk Selection/Actions 07/02/2024 11
  7. Lightning Reports and Dashboards Transfer Ownership of Dashboards Generally Available

    • Individually or bulk Components renamed to widgets Rich Text/Image Widgets • Available in all editions Max 25 widgets per dashboard • <=20 charts/tables • <=2 images • <=25 rich text 07/02/2024 12
  8. Other Up to 5 filters on dashboard • Was 3

    for Enterprise Edition and lower Parity with Classic • Change field in Lightning report filter without recreating the filter • Bulk move columns in Lightning report builder Filter report types containing specific objects/fields • Unlimited and Performance only • Up to 20 objects/fields • Not lookups or composite fields 07/02/2024 13
  9. CRM Analytics Dashboard query results cached • Load faster with

    fewer server calls Lens/Widget download can include metadata • Download in Excel format with metadata option • Username • Download date/time • Widget/Lens titles • Query groups/filters • Record count 07/02/2024 14
  10. Lightning App Builder – Dynamic Forms Add related object fields

    • Max two levels • Not polymorphic relationships Set field visibility by device Auto-enabled for mobile in new orgs See fields object relationship/API name 07/02/2024 16
  11. Lightning App Builder Dynamic actions for standard objects on mobile

    • Apply filters to control who sees actions Preview mobile actions on record pages before activation • Choose phone preview option • Identify actions not available Omni Supervisor Page type • Create your own tabs for supervisors 07/02/2024 17
  12. Sharing Org wide default changes process faster when : •

    Large number of parent accounts, person accounts or associated portal accounts • Monitor progress on Background Jobs page • Applied on a rolling basis Faster account sharing recalculation • Not storing implicit opportunity child share records • Determine when user attempts to access (Just In Time) • Release update, enforced in Spring '24 • Queries for implicit child share records will return empty results • Applied on a rolling basis • sforce.co/3RNKeIi 07/02/2024 18
  13. Other Cannot delete permission set assigned to users • Either

    directly or through permission set group • Results in an error Public list view visibility • View Roles and Role Hierarchy required to share with roles • Avoid leaking role information • Release update, enforced in Winter '25 07/02/2024 19
  14. Lightning Web Components Reminder - component level versioning • Component

    behaviour matches API version in config • 58.0 or earlier = 58.0 • Later than org API = current release Empty comment nodes replace empty text nodes • E.g. scoped slots, lwc:if • Check and update UI tests 07/02/2024 21 <template> <template lwc:if={showWelcome}>Welcome</template> </template> "Welcome" <!----> "Welcome" <!---->
  15. Lightning Web Components Remove decorators from non-LightningElement classes • Will

    error in API 60.0+ LWC Workspace API GA • Manage tabs/subtabs in Lightning Console app • Requires Lightning Web Security Lightning Record Picker component GA • Search/retrieve up to 100 records • Select records for further action 07/02/2024 22
  16. Apex Null coalescing operator ?? Evaluates left hand operand •

    If null, evaluates right hand operand • Operands must be the same type Not supported in SOQL bind expressions 07/02/2024 23
  17. Apex UUID class • Version 4 Universally Unique IDentifier •

    Cryptographically strong pseudo-random number generator • 32 character hexadecimal string • Collisions highly unlikely • Ideal where uniqueness + unpredictability are required • No metadata so cannot identify context 07/02/2024 24
  18. Flow Builder Send to Data Cloud action • Create +

    configure Ingestion API connectors in Data Cloud first • Unique invocable action for each Ingestion API connector schema Verify API Connection for HTTP Callout • 'Connect for Schema' option • Callout configured based on response More reactive components • Display Text • Long Text • Text Template resources 07/02/2024 25
  19. Flow Builder More input validation support • Name • Address

    • Data Table Run event-triggered flows as: • User that triggered the flow • Org's default workflow user 07/02/2024 26
  20. Flow Builder Save incomplete flows • Screens and actions must

    be fully configured • Required values do not need to be complete • Errors that blocked save are now warnings Consume predictions from AI models 07/02/2024 27
  21. Flow Other Debug Data Cloud-Triggered Flows • Choose existing record

    as Triggering Record Data Table retains selections across searches • User must deselect to remove values • Previously cleared selection after each search View error information for segment-triggered flows • Choose version and occurrence page • Displays error statistics 07/02/2024 28
  22. Flow Other Migrate to flow • Partial migration for most

    actions • Not invocable actions • Results identify which actions need additional work in Flow Builder Delete workflow rules from managed packages Show flows containing email alerts • New category in Email Alerts Setup page 07/02/2024 29
  23. Flow Other Unlimited Paused/Waiting Flow Interviews • Still consume storage

    Enforce Sharing Rules when Apex launches a flow • Release update, enforced Winter '25 • Apex class must declare 'with sharing' Restrict user access to run flows • Release update, enforced Winter '25 • User requires profile/permission granting access • Deprecates FlowSites license 07/02/2024 30
  24. Flow Orchestration Choose who to run Background / MuleSoft steps

    as • Default - Automated Process User • API 60.0+ New custom report types • Orchestration Runs Spring '24 • Orchestration Stage Runs Spring '24 • Orchestration Step Runs Spring '24 • Orchestration Work Items Spring '24 • Orchestration Run Logs Spring '24 • Each has an associated sample report • Not added if you are at the custom report type limit (200 Enterprise, 2,000 Unlimited/Performance) 07/02/2024 31
  25. Flow Orchestration Disable Default Work Item Emails • Stop Sending

    Orchestration Work Item Default Email Notifications process automation setting • Stops default notifications for work item (re)assignment Variable values appear in debugger details New warning when saving an Orchestration • Reminds you Flow Orchestration is consumption licensed 07/02/2024 32
  26. Identity Update to Salesforce Authenticator App v4.1 • Available March

    2024 • Required in Summer '24 (expected June 2024) Simplified reversion to one-time codes for Authenticator • Automatic redirection in the event of service issue • One click access from 'Having Trouble?' link Authenticator disabled for external (Experience/Community) users • Orgs created Spring '24 + Terminate a user's UI sessions when resetting password • Enable Terminate all of a user's sessions when an admin resets that user's password 07/02/2024 33
  27. Aura and LWR Sites 07/02/2024 36 Increased language support •

    40, up from 25 Custom URLs for custom objects Sales emails for Partners • Use generative AI to draft emails in partner sites • Aura sites only Device specific spacing
  28. Aura and LWR Sites 07/02/2024 37 Component variations in enhanced

    LWR site • Define visibility rules for component variants • Define order if multiple rules apply Tab Layout component for Aura sites • Improved performance Enhanced List View component for Aura sites Dynamic redirects to sites hosted on external domains for LWR sites
  29. Device Requirements 07/02/2024 39 Android 9.0+ IOS 15.0+ Devices used

    for testing : sforce.co/48LHF0i • Use any device matching requirements • Salesforce may not be able to replicate bugs • Subject to change without notice
  30. Mobile 07/02/2024 40 Create CRM analytics dashboard views on device

    • Switch between saved views Phone Preview for record pages • Visualise page for mobile device • Identify components not available for mobile Dynamic actions support for standard objects
  31. Einstein Conversation Insights 07/02/2024 44 Call Summaries - Additional languages

    supported • English, French, German, Italian, Japanese, Spanish MS Teams/Google Meet Support • Connect user accounts to Salesforce Call participants • Assign to specific speaker track • Add participant - User/Lead/Contact 10 licenses for Sales Cloud Enterprise Edition
  32. Pipeline Inspection 07/02/2024 47 2,000 record limit on metrics, list

    views and charts • Previously 1,000 / 2,000 Filter logic support • AND, NOT, OR operators • Previously had to match all criteria UI Improvements • Overflow menus • Resize charts/list view areas
  33. Collaborative Forecasts 07/02/2024 48 Forecast Groups • E.g. Industry or

    type of sale • Forecast types created after Spring '24 • Based on Opportunity/Opportunity Products Single view of adjustment details
  34. Service Einstein Additional language support for Work Summaries + Service

    Replies • French, German, Italian, Japanese, Spanish • Became available December 15th Conversation Mining Generally Available • Transform conversation data into service insights • Build bot intents • Requires at least 2,500 records with identifiable contact reason See the Knowledge Article used to draft Grounded Service Replies • Knowledge link in recommended reply 07/02/2024 52
  35. Bots Cross-Lingual Intent Model • Support for 19 languages •

    Train on one utterance per language per intent • Test new language without rebuilding model Send dynamic file content using enhanced bot • Create File via Apex class or Flow Run flows in bot user context • Previously ran in system context • Release update, enforced Summer '24 • Test in sandbox! 07/02/2024 53
  36. Email-to-Case Email body limit increased to 131,072 • Previously 32,000

    Choose how Lightning threading is applied • Tokens, metadata from headers, both EmailMessage enabled in User Interface API EmailRoutingAddress field on EmailMessage • Exposed in sObject API 07/02/2024 54
  37. Knowledge Knowledge Effectiveness Dashboard • Report on Knowledge engagement •

    Cross channel/context • Analyse article trends • View engagement metrics • Clarify cost saving metrics Additional authorized video sites • akamaized.net, cloudinary.com, kaltura.com, loom.com, scribehow.com, sharepoint.com • Previously HTML editor disallowed these sites 07/02/2024 56
  38. LWC Mixed Shadow Mode Custom components default render in synthetic

    shadow mode • Polyfill of shadow DOM that works cross browser • Most modern browsers now support native shadow DOM Set shadowSupportMode to 'native' to force native shadow mode • All child components use native shadow mode too • May break if child doesn't support native • Don't use with base Lightning components 07/02/2024 58
  39. Scratch Org Snapshots Point in time copy of scratch org

    Includes: • Installed Packages • Metadata • Data Enable in Dev Hub CLI commands to manage snapshots Expire after 30 days 07/02/2024 59 bobbuzz.me.uk/SnapScratch
  40. Flow Repeater component User adds copies of form Enter multiple

    record instances in single flow Entered details stored in collection • Iterate to process 07/02/2024 60
  41. Zip in Apex Developer Preview New Compression namespace Create compressed

    zip files • Specify compression method and level Extract files from compressed zip file • Without expanding entire file 07/02/2024 61
  42. Evaluate Dynamic Formulas in Apex New FormulaEval namespace Recalculate formula

    fields without DML • Build formula using FormulaBuilder • Evaluate with record using FormulaInstance Access global variables Treat numerics as null or zero 07/02/2024 63