Summer 24 Release Webinar

Slide deck from Credera's Summer 24 Salesforce release webinar, presented by Keir Bowden, Salesforce CTO.

Transcript

1. © 2023 Credera Enterprises Company, LLC. All rights reserved. Salesforce Summer 24 Release 2024
2. 2 Agenda • Summer '24 Release • Fond Farewells • General • Analytics • Customization • Development • Experience Cloud • Marketing • Mobile • Sales Cloud • Service Cloud • Beta • Q&A Keir Bowden, Salesforce CTO @bob_buzzard www.linkedin.com/in/keirbowden
3. 3 Fond Farewells
4. CONFIDENTIAL 4 Cashed in Their Chips Engage for Gmail Chrome Extension (Marketing Cloud Account Engagement) - June '24 Salesforce Functions – Jan 31, 2025 Einstein Automated Contacts – Feb 2025 API versions 21.0-30.0 - Summer ’25 Standard-Volume platform events – Summer ’25 Streaming API versions 23.0-36.0 – Winter ‘25 Legacy Chat – Feb 14, 2026 Salesforce for Outlook – December 2027, rescheduled from June 2024
5. 5 General
6. CONFIDENTIAL 6 Browser Support Edge Chromium Chrome Firefox Safari Lightning Experience (Desktop) Lightning Experience (iPadOS) Experience Builder Sites Classic Classic Console
7. CONFIDENTIAL 7 General New setup domain § Lightning Experience and Classic, all editions § Applied on a rolling basis § Add *.salesforce-setup.com to allow lists Google Chrome Storage Partitioning § Enabled in Summer ‘24 § Test any solutions that rely on localStorage § Opt out until 3rd Sep 2024: User Interface -> Disable Google Chrome Partitioning for Salesforce Domains
8. CONFIDENTIAL 8 Einstein Search Search Manager § Create configurations for search channels § Filter search for users with rules § Configure objects to always search § Add/remove fields from search index § Protect custom fields Advanced Lookup Search § Up to 100 results
9. CONFIDENTIAL 9 Enforced Release Updates This release: § Allow only trusted cross-org redirections § Enable EmailSimple invocable action to respect org-wide profile settings § Enable ICU locale formats § Migrate to multi-config SAML framework § Run flows in Bot user context
10. CONFIDENTIAL 10 Enforced Release Updates Next release: § Adopt updated CSP directives § Create and verify default no-reply org-wide email address to send email § Disable access to session IDs in flows § Enable partial save for invocable actions § Enforce sharing rules when Apex launches a flow § Enforce view roles and role hierarchy permission when editing public list view visibility § Make flows respect access modifiers for legacy Apex actions § Prevent Guest user from edit/delete approval requests § Restrict user access to run flows § Run flows in user context via REST API § Transition to lightning editor for email composers in email-to-case § Turn on lightning article editor and article personalization for knowledge
11. 11 Analytics
12. CONFIDENTIAL 12 Access any Analytics Collection in Lightning Pages Collection can include: § CRM Analytics dashboards and lenses § Lightning reports and dashboards § Tableau dashboards
13. CONFIDENTIAL 13 CRM Analytics Visualization and Sharing § Conditional formatting in waterfall charts § Embed CRM Analytics Dashboards in LWR Sites § CRM Analytics Dashboard Lightning Web Component
14. 14 Customization
15. CONFIDENTIAL 15 User Access Summary
16. CONFIDENTIAL 16 See where Public Group is used
17. CONFIDENTIAL 17 Permission Set/Permission Set Group Summary
18. CONFIDENTIAL 18 Permissions/Sharing User access policies § Automatically grant/remove access when users are created/updated: — Permission sets — Package licenses — Public groups § Up to 200 active policies § Specify which is applied if user meets multiple criteria (order field) New permissions § Freeze Users - Freeze/Unfreeze users § Monitor Login History - Access login history on user record, View Login History reports Replace Manage Users permission if appropriate
19. CONFIDENTIAL 19 Lightning App Builder – use blank spaces to align fields Blank space Blank space + align fields horizontally Blank space counts against 100 fields/region limit
20. CONFIDENTIAL 20 Custom Tab Conditional Visibility
21. CONFIDENTIAL 21 Lightning App Builder Use heading styles in rich text components Compact density setting respected in dynamic forms previews § Height of fields in field sections is shorter
22. CONFIDENTIAL 22 Setup Add new custom fields to dynamic forms-enabled pages § New step in field creation § Last field in first field section § Only appears if dynamic forms-enabled pages exist Dynamic forms-enabled information on custom fields
23. 23 Development
24. CONFIDENTIAL 24 Lightning Web Components Component level versioning § Update to API 61.0 for Summer ‘24 features Component Lifecycle Hooks use Native Browser APIs § Synthetic polyfill for older browsers Native DOM/Design System Architecture changes § Unsupported customisations may break Utility Bar API § Import lightning/platformUtilityBarApi § Add lightning__utilityBar target
25. CONFIDENTIAL 25 Lightning Web Components – ElementInternals Web API Requires API 61.0 Light and Native Shadow DOM Accessible Rich Internet Applications (ARIA) support Form association § Submit component state as part of a form § Participate in form lifecycle – form reset, element disabled, restore state § Participate in form validation https://webkit.org/blog/13711/elementinternals-and-form-associated-custom-elements/
26. CONFIDENTIAL 26 Lightning Web Components – URL-Addressable Components <targets> <target>lightning__UrlAddressable</target </targets> import { LightningElement } from 'lwc'; import { NavigationMixin } from 'lightning/navigation'; export default class NavToComponentWithState extends NavigationMixin(LightningElement) { navigateToComponent() { this[NavigationMixin.Navigate]({ type: 'standard__component', attributes: { componentName: 'c__myComponent', }, state: { c__propertyValue: '2000', }, }); } } this.currentPageRef.state.c__propertyValue;
27. CONFIDENTIAL 27 Visualforce Visualforce Pages served on force.com or site domain § Update references to salesforce.com domain § Part of 3rd party cookie blocking
28. CONFIDENTIAL 28 Apex Static SOQL supports Data Cloud model objects (DMO) § Can result in Data Services credit consumption § Use caution when mechanism can result in multiple queries (e.g. for loops)
29. CONFIDENTIAL 29 Apex – Data Cloud - Security DMOs are accessible from all spaces in system mode Read-only object checks supported if user has access to data space, applies to : § Describe calls (API 61.0+) § WITH USER_MODE § WITH SECURITY_ENFORCED § Security.StripInaccessible() No field level security or record access control!
30. CONFIDENTIAL 30 Apex More secure compilation from Compile all classes § Now errors if code references unlicensed objects § Consistent with metadata/on-demand compilation FOR UPDATE locks released by rollback to savepoint § Generates entry in debug log § Includes most recently locked entity type Apex Exceptions Emails now include § Org name § User name § My Domain name
31. CONFIDENTIAL 31 API Use My Domain URL rather than Instance URLs § E.g. https://buzzard.my.salesforce.com rather than https://ap2.salesforce.com § Uses correct instance even after org migration/instance refresh § Redirections will cease working in Winter ‘25 release Update records based on External ID in REST API § Use the new updateOnly parameter § Previously only upsert supported Salesforce API Only Systems Integrations user profile § Obsolete – replaced with Minimum Access – API Only Integrations user profile in Spring ‘24 § Converting to a custom profile so you can delete
32. CONFIDENTIAL 32 Scratch Org Snapshots Point in time copy of scratch org Includes : § Installed Packages § Configuration Metadata § Data Enable in Dev Hub Manage through CLI Separate scratch org definition file Expires after 90 days
33. CONFIDENTIAL 33 Sandbox Sandbox – inactive user freezing § Users frozen if they don’t login within 60 days Manage Dev Sandboxes user permission § Create/clone/refresh/delete Developer/Developer Pro sandboxes § Empower developers while protecting data Refresh sandbox from CLI § org refresh sandbox command
34. CONFIDENTIAL 34 Flow – Auto Generate Element Names
35. CONFIDENTIAL 35 Flow Transform Element
36. CONFIDENTIAL 36 Debug Scheduled Flows
37. CONFIDENTIAL 37 Automation Lightning App
38. CONFIDENTIAL 38 Flow Other Run active version of subflow § API 61.0 required § Earlier API runs latest version Categories/Subcategories
39. 39 Einstein Platform
40. CONFIDENTIAL 40 June '24 Features Copilot Generally Available Analytics - Report Formula Generation Field Service – Pre-Work Brief Industries: Contracts – Contracts AI Industries: Health – Assessment Generation Industries: Net Zero – ESG Reports General – Salesforce Scheduler Sales – Einstein Conversations Sales/Experience - Sales Emails for Partners Sales – Enablement, Relationship Selling, Sales Emails Service – Article Recommendations, Feedback Management, Work Summaries
41. CONFIDENTIAL 41 Bots Required responses § Repeat the question if the response doesn’t match the requirements Connect Answer Questions with Knowledge Copilot action to bot § Conversational answers to customer questions View standard Bot reports in Summer ‘24 folder
42. 42 Experience Cloud
43. CONFIDENTIAL 43 Aura and LWR Sites Lightning Design System architecture changes Connect Data Cloud to enhanced LWR sites Adjust layout of LWR sites to screen size Configure search results in search manager for LWR sites See updates to dependent picklist values in LWR sites
44. CONFIDENTIAL 44 Other Load public Visualforce site pages faster § Cached in browser as well as server Setup audit trail tracks more Visualforce site changes Single domain certificate required for Content Delivery Network Custom Domain Management user permission BrowserId_sec cookie removed
45. 45 Marketing
46. CONFIDENTIAL 46 Marketing Cloud Account Engagement Send operational emails to opted-out prospects from Engagement Studio Copy images to Salesforce CMS Workspace View Alerts in the Optimizer Account Engagement API v5 § Extract related data based on defined relationships § Create landing pages § Bulk Asset Copy flows support forms
47. CONFIDENTIAL 47 Marketing Cloud Engagement Release takes place : June 7th – June 28th Salesforce webinar June 27th § Overview of new features § bit.ly/MCSU24Webinar
48. CONFIDENTIAL 48 Marketing Cloud Growth Add templated flow, preview and test content, directly from campaign record Collect consent in signup form Remove users from flow with exit rules Add Leads/Contacts as campaign members
49. CONFIDENTIAL 49 Marketing Cloud Growth Track engagement on external sites Customize engagement and fit scoring rules Brand your content Share content across Marketing Workspaces Clone Content
50. CONFIDENTIAL 50 Marketing Cloud Growth Landing Pages Google ReCAPTCHA V2 for landing pages with forms § Not available for LWR or other site templates § Requires site key and secret from Google Add SEO properties § Description + <link>, <meta>, <script> tags § Public page title now required field § Republish the Marketing Landing Page site in Experience Builder Preview as Guest or Authenticated Use See flow details when publishing a landing page URL alias automatically activates
51. CONFIDENTIAL 51 Marketing Cloud Growth Other Manually update consent for Leads/Contacts Personalize messages/experiences with related data Email reply management Custom domain links Briefs on campaigns Add segments to campaigns
52. CONFIDENTIAL 52 Unified Messaging Service and Marketing interactions in a single channel Transfer WhatsApp conversation from Marketing Cloud to Service Cloud § View transferred analytics in Journey Builder Suppress promotional messages in support interactions Additional data in WhatsApp engagement queries § Correlation ID, Sender Display Name and Content Type
53. 53 Mobile
54. CONFIDENTIAL 54 Mobile Message customers in Salesforce mobile app § Messaging User permission set license required § Make yourself available in the Omni Widget Mobile App Plus § Configure offline landing pages with clicks § Assign configurations to specific profiles § Publish to activate
55. 55 Sales Cloud
56. CONFIDENTIAL 56 Einstein for Sales – Sales Emails
57. CONFIDENTIAL 57 Personal Labels
58. CONFIDENTIAL 58 Collaborative Forecasts Group Forecasts § Team § Forecast group § Product family
59. CONFIDENTIAL 59 Other Seller Home § Top Prospects includes accounts with top combined Fit and Engagement scores (Prospecting Center required) § Goals includes the user's forecasts commit and link to related forecast (Forecasting enabled and user has visited page) § Salesblazer card links to Salesblazer site Actions in Intelligence Views / Pipeline Inspection § Standard and custom quick actions from list view § Mass update records § Update multiple records inline Enterprise Territory Management § Renamed to Sales Territories § Determine compensation based on Territory assignment dates
60. 60 Service Cloud
61. CONFIDENTIAL 61 Generative AI Conversation mining supports messaging for in-app and web, and web to case § Previously Email or Chat transcripts Summaries of survey responses Insights from survey responses Conversation catch up language support § French, Italian, German, Spanish, Japanese (FIGS+J) Einstein Email Summaries
62. CONFIDENTIAL 62 Email Transition to Lighting Editor for Email Composers in Email-to-Case § Release update, enforced in Spring '25 § Full screen mode, printing, undo/redo buttons and more New Lightning Email Threading Behaviour § Disables thread id § Matches on token in subject/body § Falls back on metadata § Release update, enforced Spring '25 Threading tokens for all objects § Previously just cases § Can use in flows § No longer count towards org storage limits
63. CONFIDENTIAL 63 Messaging Standard WhatsApp channels stop working July 30, 2025 § Can't create after July 1, 2024 Migrate from Enhanced WhatsApp to Unified Messaging Update SMS/Facebook Messenger Standard Channels to Enhanced Message from Salesforce mobile app Sensitive Data Rules in Enhanced messaging sessions § Block data patterns
64. CONFIDENTIAL 64 Voice Reassign agents to queues § Requires queue management to be enabled Mask customer phone numbers Swap and hold buttons in multi-party calls
65. CONFIDENTIAL 65 Knowledge Unify Knowledge across multiple sources § 90 day free trial for Zoomin § Three connectors § Paid license from Zoomin required after 90 days Lightning Article Editor + Article Personalization § Release update, enforced Winter '25 Lightning Knowledge Migration Tool § Migrate from Knowledge Classic § Release update, enforced June 1, 2025 § Record types replace article types § Test custom UI
66. 66 Beta
67. CONFIDENTIAL 67 Einstein for Flow
68. CONFIDENTIAL 68 Dynamic Formulas in Apex New FormulaEval namespace Recalculate formula fields without DML § Build formula programmatically § Evaluate with record
69. CONFIDENTIAL 69 Mobile Downloading records for offline use now runs in background § Continue using device or lock it § App notification when complete § Requires Mobile App plus § Contact Salesforce support or your AE to participate Omni-Channel for Mobile § Set status § Handle work requests from all enhanced channels except Voice § Notifications for new or updated work, changes to status
70. 70 Release Readiness • Release home : sforce.co/3wQKHTV • Trailhead badge : bit.ly/SU24TH • Release notes : bit.ly/SU24RelNotes
71. Thank You 71