Salesforce 2024 Release Notes: Everything You Need To Know

We’re thrilled to unveil the latest updates and features in the Salesforce Summer ’24 release. This release introduces a range of new functionalities, enhancements, and improvements aimed at maximizing your Salesforce experience. In this blog, you’ll discover comprehensive details on the new features, changes, and key considerations for this release. Our aim is to provide you with all the necessary information to leverage the new capabilities fully and facilitate a seamless transition to the latest version.  So let’s dive in and explore the exciting updates coming your way!

Key Highlights of The Summer ’24 Release

  • Enhanced user interface for enhanced user experience
  • New automation tools for streamlined workflows
  • Improved analytics and reporting features
  • Expanded integration possibilities with third-party apps
  • Security and compliance enhancements for data protection

What’s New to Einstein AI?

1. Einstein for Flow

Einstein for Flow serves as your AI companion for constructing Salesforce workflows. Just describe your automation requirements in simple terms, and Einstein will draft the workflow for you. For example, you can input “Notify sales reps when a lead converts,” and Einstein will generate the workflow. This tool aims to enhance the user-friendliness and efficiency of automation processes.

How to:

  • Enable: Turn on Einstein generative AI in Setup.
  • Create: Navigate to Flows in Setup and click New Flow.
  • Select: Choose “Let Einstein Help You Build.”
  • Review: Check, debug, and test the draft flow.

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Einstein for Flow is a game-changer for quick and efficient workflow creation, making it a powerful tool. It simplifies complex processes, allowing you to deliver solutions faster. 

Considerations:

  • Flow Overload: As creating flows becomes easier, there could be a rise in the number of flows generated. It’s crucial to adhere to best practices to prevent duplication and uphold system performance. Always question: “Is a separate flow necessary for this?”
  • Quality Control: AI-generated flows require meticulous reviews. Ensure precision and security by rigorously testing each flow. Errors in automation can result in substantial issues.
  • Training: You may need guidance on using this tool effectively. Providing training sessions can help your team leverage Einstein for Flow without overwhelming your systems.

2. Einstein for Formulas

Einstein for Formulas is your hero for tackling those pesky formula syntax errors! It not only clarifies your formula’s function but also provides suggestions for fixing any syntax errors, simplifying your life. This functionality is a game-changer for individuals spending excessive time debugging formulas.

How to:

  • Enter or use an existing formula in the Formula Editor.
  • Click “Use Formula Assistant”.
  • Einstein will suggest a fixed formula for any syntax errors detected.

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Einstein for Formulas can significantly enhance efficiency, particularly for teams that are heavily dependent on custom formulas. By minimizing errors and accelerating formula creation, it boosts productivity.

Considerations: 

  • With the ease of fixing formulas, there could be an increase in the number of complex formulas created. Ensure that the formulas are still following best practices to avoid performance issues.

UI/UX Enhancements

1. Add New Custom Fields to Dynamic Forms-Enabled Pages

This feature allows you to include new custom fields on Dynamic Forms-enabled pages in Salesforce. Previously, only fields existing in the page layout could be added. With this update, you can now directly add new custom fields, providing increased flexibility in tailoring fields to align with business requirements.

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Considerations: 

Make sure that your lightning page layouts are given appropriate names to easily identify them when selecting.

2. Use Blank Spaces to Align Fields on Dynamic Forms-Enabled Pages

This release enables the use of blank spaces for aligning fields on Dynamic Forms pages in Salesforce, solving the issue of precise positioning encountered before. By inserting blank spaces between fields, you gain greater layout control and visual alignment of elements on the page. This feature simplifies creating a clean, organized look for your Dynamic Forms. Now you can have polished page layouts while using lightning layouts.

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Considerations: 

A blank space component is considered a field and counts against the limit of 100 fields per region.

3. Set Conditional Visibility for Individual Tabs in Lightning App Builder

This release introduces the ability to set conditional visibility for individual tabs in the Lightning App Builder. Previously, you could only set visibility conditions for entire pages in the Lightning App Builder.

With this new functionality, you can now configure specific tabs within a page to be conditionally visible based on user profiles, record types, or other criteria. This gives you more granular control over the content and layout of your Lightning pages.

For example, you can now hide certain tabs from specific user roles or make tabs appear only for certain record types. This allows you to create more personalized and contextual experiences for your Lightning app users.

The addition of conditional tab visibility in the Lightning App Builder provides greater flexibility in designing and deploying custom Lightning applications to meet your organization’s unique needs.

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Considerations:

  • End user confusion: Showing and hiding sections or fields can be confusing for end users if not configured correctly.
  • Maintenance overhead: Changes to user profiles, record types, or other criteria used for conditional visibility may require updates to the tab configuration.
  • Potential performance impact: Depending on the complexity of the visibility conditions, there could be a slight performance impact when loading Lightning pages.

4. Create Rich Text Headings in Lightning App Builder

This release introduces the ability to create rich text headings in the Lightning App Builder. Previously, you were limited to using plain text for headings on Lightning pages.

With this new functionality, you can now apply formatting such as bold, italic, and font size to the headings in your Lightning pages. This allows you to create more visually engaging and styled headings to improve the overall look and feel of your Lightning applications.

The rich text heading capability gives you greater control over the presentation of content within your Lightning pages. You can now use headings with custom formatting to better organize information and draw users’ attention to important sections.

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Considerations:

  • Accessibility Challenges: Improper use of rich text formatting for headings may hinder accessibility for users with disabilities. Administrators should ensure headings effectively communicate page structure.
  • Potential Performance Impact: Overly complex or image-heavy rich text headings could potentially impact page load times and overall Salesforce performance, especially for mobile users.
  • Inconsistent Styling: If rich text headings are not applied consistently across the Salesforce application, it can lead to an inconsistent and disjointed user experience. Admins need to ensure standardized formatting and styling.

Flow Updates

In addition to the current rollout of Einstein for Flow, numerous other upgrades to Flow enhance functionality and quality of life for administrators.

1. Automation Lightning App

This release introduces the new Automation Lightning App in Salesforce, serving as a centralized hub to manage and execute diverse automation tools and processes within your Salesforce organization.

Key features of the Automation Lightning App include:

  • Consolidated view of all automation assets like Flows, Processes, and Scheduled Actions
  • Ability to quickly access, edit, and run automation components directly from the app
  • Dashboards and reporting to monitor the health and performance of your automation ecosystem
  • Enhanced collaboration and sharing capabilities for automation assets

The Automation Lightning App aims to simplify the management and execution of Salesforce automation by bringing these capabilities together in a single, intuitive interface. This release makes it easier for admins and developers to discover, maintain, and optimize their automation strategies across the platform.

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Considerations: This could lead to inadvertent flow updates and cause issues for the team if the wrong person is given permissions.

2. Lock and Unlock Records with Action

This release introduces the ability to both lock and unlock records as part of Salesforce Flow automation. The addition of these capabilities in Flow Builder provides greater flexibility in designing robust, end-to-end automation solutions in Salesforce.

With this new enhancement, you can now build flows that:

  • Lock records to prevent other users from modifying them during a critical process
  • Unlock records once the necessary actions have been completed

This provides greater control over record locking and unlocking in your automated Flow processes, enhancing data integrity and ensuring proper sequencing of actions on locked records. Note that if the process isn’t well-understood, it may lead to frustration when the record is locked/unlocked at the wrong time.

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Considerations:

Bottlenecks: This feature can potentially create process bottlenecks, which can slow down operations and reduce efficiency.

User Frustration: If not implemented carefully, locking records can lead to user frustration, especially if users need to make legitimate changes but are unable to do so due to the lock.

Potential for Deadlocks: If multiple flows or processes attempt to lock the same records simultaneously, it could lead to deadlocks, where neither process can proceed, causing disruptions.

3. Check for Matching Records (Upsert) When Creating Records

This release introduces an enhancement to the Create Records element in Salesforce Flow Builder. Previously, the Create Records element only allowed you to create new records without checking for existing matching records.

With this update, the Create Records element now includes an option to “Check for Matching Records”. This allows your flows to check if a matching record already exists before creating a new one.

If a matching record is found, the flow can then perform an upsert operation – updating the existing record instead of creating a duplicate. This helps maintain data integrity and avoid creating unnecessary duplicate records.

The addition of the “Check for Matching Records” option in the Create Records element gives flow builders more control and flexibility when automating record creation processes. It’s a valuable tool for ensuring data quality and consistency within your Salesforce org.

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Considerations:

  • Incorrect Matching: If the criteria for matching records are not set correctly, there is a risk of incorrect matches, which could lead to data inaccuracies.
  • Data Overwrites: There is a risk of unintentional data overwrites if the upsert logic is not carefully configured.

4. Transform Your Data in Flows (Generally Available)

This release makes the “Transform” functionality in Salesforce Flow Builder generally available to all users. Previously, the Transform element was in beta and had limited availability.

The Transform element allows you to manipulate and format data within your flow processes. Some key capabilities of the Transform element include:

  • Performing calculations and data transformations
  • Concatenating, splitting, or formatting text
  • Converting data types (e.g. number to text)
  • Applying custom logic and expressions

With the Transform element now generally available, flow builders have more robust tools to cleanse, enrich, and prepare data as part of their automated workflows. This helps improve data quality and enables more sophisticated flow logic.

The general availability of the Transform element represents Salesforce’s continued investment in expanding the capabilities of Flow Builder, giving all users the ability to build more powerful and flexible flow-based automation solutions.

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This feature simplifies field mapping between objects and provides a visual representation of the mapping. It enhances Flows’ performance and scalability by eliminating the need for iterative looping logic, which can be inefficient with large datasets.

Considerations: 

Mistakes in data transformation logic could lead to data quality issues, which might propagate through the system if not caught early.

Admin Enhancements

1. Field History Tracking

Field History Tracking now has a centralized page in “Setup” for managing tracked objects and fields, streamlining update tracking for improved efficiency. This enhancement reduces time spent navigating through Object Manager, improving overall efficiency.

How to:

  • Go to Setup.
  • Navigate to the Field History Tracking page.
  • Select objects and fields to track.
  • Save changes directly from the side panel.

Considerations: 

The increased ease of adding tracked fields could lead to excessive tracking, which might impact performance. Regular audits and best practices should be maintained to avoid unnecessary technical debt.

2. See What’s Enabled in Permission Sets and Permission Set Groups (Generally Available)

No more digging and guessing to find where a single permission is granted! This feature focuses on improvements to permission sets, which are used to manage user permissions and access across an organization. The changes aim to provide better visibility and control over security configurations by enhancing the way permission sets can be viewed and summarized. This should make it easier for Salesforce admins to understand the permissions granted to different user profiles and roles, and more effectively manage access and permissions within their organization. This feature is especially useful for organizations that have migrated to using permissions sets instead of multiple profiles.

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Considerations:

  • Increased complexity in permission management: For organizations still relying on multiple base profiles, the detailed permission set information may add an extra layer of complexity to managing user permissions. Admins will need to carefully coordinate changes across both base profiles and permission sets.
  • Challenges with documentation and training: Documenting the detailed permission configurations and educating users on the new permission management approach may require significant time and resources, especially for organizations with complex legacy permission structures.

3. Get a Summary of User’s Permissions and Access

The new User Access Summary feature allows you to quickly see the permissions, public groups, and queues that a user is assigned to, directly from the user’s detail page. This saves time and effort compared to having to run queries or look through each profile, permission set, public group, or queue individually.

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Salesforce is moving towards phasing out Profiles in favor of Permission Sets. This improvement greatly simplifies Permission Set management and further enhancements to the Permission Set interface can be anticipated in upcoming releases.

Data Cloud

Vector Database

With the Summer ‘24 release, Salesforce has introduced vector search capabilities in Data Cloud, allowing customers to create searchable “vector embeddings” from unstructured data. These embeddings help generative AI applications understand semantic similarities and context, enhancing the machine’s ability to process and comprehend language without having to fine tune AI models which can be very costly. The embeddings are stored in a vector search index, which can be queried using various Salesforce tools like Prompt Builder, Einstein Copilot, and Tableau. The process involves breaking down unstructured data into semantically meaningful chunks, generating vector embeddings, and storing these embeddings in the search index.

The introduction of vector search offers several benefits for Salesforce customers. For instance, customer service bots can provide more relevant answers, and analytics tools can deliver deeper insights by understanding the semantic context of the data. Additionally, automation tools like Flow Builder can leverage these embeddings to trigger more precise actions based on the semantic content of the data. This capability is particularly useful for industries dealing with large volumes of unstructured data whether it’s freeform text or pdfs or website content, etc.

Considerations:

Admins implementing vector search should consider the supported file formats and CRM data types to ensure compatibility with their existing data. They need to be aware of the process of creating search index configurations, which involves selection of ideal chunking strategies and generating vector embeddings. It’s also important to understand how to manage these configurations, including adding them to data kits for shared functionality and deleting them when no longer needed. The feature is now live as of June 2024, so admins should plan for training and integration into their current workflows to maximize the benefits of this advanced search capability.

In Summary

The latest updates and features from the Salesforce Summer ’24 release are designed to enhance your Salesforce experience. From an improved user interface to new automation tools, enhanced analytics, and expanded integration options, this release aims to elevate your workflow efficiency and data protection. 

Explore the exciting updates, including Einstein for Flow, making automation simpler and more user-friendly. Reach out to Plative for expert guidance on navigating these new releases effectively. 

Additional Resources

Help And Training Community

Salesforce Release Deck

Salesforce Summer ’24 Release: Flow Action Buttons Deep Dive

10 Sizzling Salesforce Summer ’24 Features for Developers

10 New Salesforce Flow Features in Summer ’24 Release

3+ Account Engagement (Pardot) Summer ‘24 Updates You Should Know

Summer ’24 Release Highlights

Written by

Luke Thorson

Delivery Manager, Salesforce

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