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

Transcript

1. Spring '24 Highlights Keir Bowden, CTO @bob_buzzard www.linkedin.com/in/keirbowden Keir Bowden, CTO @bob_buzzard www.linkedin.com/in/keirbowden
2. 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
3. Fond Farewells 07/02/2024 3
4. 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
5. 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
6. General 07/02/2024 6
7. Browser Support 07/02/2024 7 Edge Chromium Chrome Firefox Safari Lightning Experience (Desktop) Lightning Experience (iPadOS) Experience Builder Sites Classic Classic Console
8. 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
9. Einstein Search Answers 07/02/2024 9
10. Analytics 07/02/2024 10
11. 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
12. 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
13. 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
14. 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
15. Customization 07/02/2024 15
16. 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
17. 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
18. 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
19. 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
20. Development 07/02/2024 20
21. 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" <!---->
22. 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
23. 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
24. 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
25. 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
26. 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
27. 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
28. 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
29. 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
30. 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
31. 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
32. 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
33. 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
34. Experience Cloud 07/02/2024 34
35. Aura and LWR Sites 07/02/2024 35
36. 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
37. 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
38. Mobile 07/02/2024 38
39. 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
40. 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
41. Sales Cloud 07/02/2024 41
42. Einstein Sales Emails 07/02/2024 42
43. Call Explorer 07/02/2024 43
44. 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
45. Conversation Insights License/User Info 07/02/2024 45
46. Seller Home 07/02/2024 46
47. 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
48. 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
49. Collaborative Forecast Tabs 07/02/2024 49
50. Collaborative Forecast Charts 07/02/2024 50
51. Service Cloud 07/02/2024 51
52. 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
53. 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
54. 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
55. Einstein Work Summaries 07/02/2024 55
56. 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
57. Beta/Preview 07/02/2024 57
58. 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
59. 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
60. 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
61. 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
62. Zip in Apex 07/02/2024 62
63. 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
64. Evaluate Dynamic Formulas in Apex 07/02/2024 64
65. Release Readiness sforce.co/41SvyMT Trailhead badge : sforce.co/3SdZqAd Release Notes : sforce.co/3Scarll 07/02/2024 65
66. Questions?