Top Salesforce Summer 24 release

Summer is here, so are the much-awaited Salesforce features of 2024. This release comes with a wide range of fresh features and improvements in areas like Experience Cloud, Lightning Cloud, Data Cloud, Einstein Automate, and many others.

Salesforce Summer’24 Release: Features to Watch Out For

• 1. Flow Orchestration

  This feature allows users to manually suspend, and resume orchestration runs, providing more control and flexibility over processes. Additionally, improved standard reports and dashboards offer valuable insights into the continuous processes, making it easier to identify and resolve errors.

• 2. My Service Journey

  The feature helps users explore dynamic ways to enhance Service Cloud implementation through valuable insights. Currently in its Beta version, My Service Journey helps businesses achieve their target across various areas. Additionally, you can customize the Service Cloud experience based on unique editions, goals, and the latest features.

• 3. Extended Formula Editing

  The new update on Einstein for Formulas not only detects syntax errors in Salesforce formulas but also provides corrections. This is a valuable addition across Salesforce components including default field values, formula fields, and record validation rules. When users get actionable corrections directly in the Formula Editor, it significantly streamlines their workflow and improves efficiency.

• 4. Access Snowflake Data via AWS on VPS

  Users can now access insights into their Snowflake data within Salesforce Data Pipelines. They can create a remote connection via VPS on Snowflake on AWS connector to sync data. AWS VPS interface endpoints offer secure connectivity to the internal stage. It also ensures that the data transfer with Snowflake occurs within the AWS internal networks and does not exploit the public internet. The new changes are accessible in the Salesforce Data Pipelines (Lightning Experience). Users can get Salesforce Data Pipelines in Enterprise, Unlimited, and Performance editions for an extra cost.

• 5. Add Custom Fields

  You can now easily add new custom fields to Dynamic Forms. This new feature was much requested and fastens the deployment of new fields in the Dynamic Forms. There is a new step added to select which Lightning record page to include in the new field. Users must have Dynamic Forms-enabled pages to access this new feature.

• 6. Improved Flow Builder

  With the Salesforce Summer’24 release, the Repeater component is now generally available to create various records seamlessly on a single screen. Additionally, the Action Button element takes reactivity a notch higher, allowing users to create dynamic screens within a single-page application.

• 7. Customized User Search via Search Manager

  Search Manager allows users to configure the search index by adding or removing fields from objects. They can apply filters to search results with rules, reduce repetitive setup, and configure objects to always search by transferring Search Manager configurations with new Search Customizations metadata type. Moreover, Search Manager can also be used to customize search configuration by user profile to assist Einstein Search detect objects to search.

• 8. Upgraded Error Handling

  Users can now improve their workflow with improved error handling in Lightning Experience. It focuses on the pages that are not in sync with the Salesforce server. The new features focus on mitigating disruptions and deliver a more user-friendly way to handle synchronization errors. Earlier, outdated pages would trigger an error message and initiate a page refresh, but now the server first processes the specific page. Users will get a warning message to refresh the page, ensuring that they don’t lose any progress.

• 9. User Access Policies

  User Access Policies are now generally available to users allowing them to automate assignments to permission sets, public groups, package licenses, etc. based on certain criteria. These policies reserve the right to grant or revoke access when users are created or updated. They can also transfer large user groups in a single operation to new access settings.

• 10. Salesforce Maps

  This new framework is designed to improve processing performance for high-volume data visualizations, enhancing territory planning by efficiently aligning works with drive-time network features. Moreover, users can also decide on compensation for representatives based on their territory assignment dates in the upgraded Sales Territories (Enterprise Territory Management).

Conclusion

Salesforce Summer 24 release boasts a host of exciting new features and improvements across different clouds. The CRM giant brings these releases to empower companies to streamline their processes, offer top-notch customer service, and boost sales conversions. If you want to know which of the newly released features are best for your company, our Salesforce consultant can help. Contact us and we will help you make the most of Salesforce as a digital transformation tool.