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
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
• 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
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
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
• 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
• 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
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
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
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" <!---->
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
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
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
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
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
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
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
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
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
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
for testing : sforce.co/48LHF0i • Use any device matching requirements • Salesforce may not be able to replicate bugs • Subject to change without notice
• 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
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
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
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
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
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
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
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