Winter 24 Salesforce Release Webinar

Slide deck from the BrightGen webinar introducing the key features of the Winter 24 Salesforce release. You can watch the recording at :https://youtu.be/eo_1q8unaIM?si=4yXWB6MOu4tEpjTH

Transcript

1. Winter 24 Highlights Keir Bowden, CTO @bob_buzzard www.linkedin.com/in/keirbowden
2. Agenda • Winter 24 Release o Fond Farewells o General o Analytics o Customization o Development o Experiences o Mobile o Sales o Service o Beta • Q&A 11/10/2023 2
3. Fond Farewells 11/10/2023 3
4. Fond Farewells Account features – October 13th • News • Automated Account Fields • Account Logos Einstein Account and Opportunity Insights • November 14th • Focus on Pipeline Inspection and Einstein Relationship Insights Meeting Studio – Spring 24 Social Accounts, Contacts and Leads – Spring 24 • Replace from App Exchange 11/10/2023 4
5. Fond Farewells Salesforce for Outlook – June 2024 • Switch to Einstein Activity Capture/Outlook Integration Salesforce Functions – Jan 31 2025 • Migrate to Heroku API 21.0-30.0 - Summer 25 getSalesforceBaseUrl() method – API 59.0 • Attempt to use API > 59.0 errors • Use getOrgDomainUrl()/getCurrentRequestUrl() Apex Auto-Complete in Developer Console • "no longer sustainable due to its resource intensity" • Still available for custom classes and sObjects 11/10/2023 5
6. General 11/10/2023 6
7. Browser Support 11/10/2023 7 Edge Chromium Chrome Firefox Safari Lightning Experience (Desktop) Lightning Experience (iPadOS) Experience Builder Sites Classic Classic Console
8. MFA Automatically Enabled MFA Required for direct logins • Many orgs complete • Additional phases ongoing o Concluding Spring 24 (Feb 2024) Contractually required for Single Sign-On, but not checked Enforcement coming Summer 24 11/10/2023 8
9. Lightning Experience Performance Lightning Web Component enabled objects Render via LWC rather than Aura Record Home Pages • Approximately 80% of record home pages use LWC Related List View All 'Up to 40% improvement' - sforce.co/3Lhd6Wl 11/10/2023 9
10. Other New setup domain coming • Add *.salesforce-setup.com to allow lists Improved colour contrast • Adhering to Web Content Accessibility Guidelines Disable keyboard shortcuts Choose whether content delivery passwords are enabled by default 11/10/2023 10
11. Analytics 11/10/2023 11
12. View Report and Dashboard Metadata 11/10/2023 12
13. Summary Formula Visualisation 11/10/2023 13 1. Configure formula 2. Select parameters 3. Edit function
14. Analytics in Multiple Tabs 11/10/2023 14
15. Customisation 11/10/2023 15
16. Permission Sets 11/10/2023 16 Select/Deselect all fields! See API names for Objects/Fields Report on permission set/group assignments See how many groups a permission set is added to Troubleshoot permission set group errors
17. Lightning App Builder Dynamic Forms • Now supported on most LWC-enabled standard objects • Not all standard objects are LWC-enabled – e.g. Campaigns, Products, Tasks • Not all LWC-enabled objects are supported – e.g. Notes Dynamic Forms GA on mobile • All dynamic form supported objects • Enable from setup 11/10/2023 17
18. Sharing Report on account sharing • Manual shares • Account teams • Which users/groups have access • Create custom report type on Account Share object Report on Public Groups • View Users/Roles/Groups added to Public Groups • Create custom report type on Group Member object 11/10/2023 18
19. Mass Quick Actions on Related Lists GA Create/Update Records 11/10/2023 19
20. Development 11/10/2023 20
21. Lightning Web Components Dynamically import/instantiate components • Load what you need when you need it • Performance penalty Component level versioning • Component behaviour matches api version in config • 58.0 or earlier = 58.0 • Later than org API = current release RefreshView API works with Lightning Locker • No need to enable Lightning Web Security Stricter HTML validation with API 59.0 • Previously warnings, now errors 11/10/2023 21
22. Apex Set max depth of chained queueable jobs GA AsyncOptions asyncOptions = new AsyncOptions(); asyncOptions.MaximumQueueableStackDepth = 3; System.enqueueJob(new MyQueueable(null, null), asyncOptions); Avoid queueing duplicate jobs AsyncOptions options = new AsyncOptions(); options.DuplicateSignature = QueueableDuplicateSignature.Builder() .addId(UserInfo.getUserId()) .addString('MyQueueable').build(); try { System.enqueueJob(new MyQueueable(), options); } catch (DuplicateMessageException ex) { // handle error } 11/10/2023 22
23. Apex Comparator Interface • Custom sorting for Lists • No longer need to wrap List members • bobbuzz.me.uk/W24Comparator Iterable for loops Iterable<String> stringIterator = new List<String>{'Hello', 'World!'}; for (String str : stringIterator) { System.debug(str); } 11/10/2023 23
24. Sandboxes Selective Sandbox Access • Define who has access to Sandbox post create/refresh • Create public group with members • Email addresses aren't changed Sandboxes locked when exceed licensed limit • Deleted after 60 days • Cannot be recovered • Purchase licenses or delete unused Sandboxes 11/10/2023 24
25. Object Ids Change to Server/Instance Id Was encoded as 2 characters in Id • 4th/5th characters Now encoded as 3 characters • 4th/5th/6th characters Existing Ids unchanged Length of Ids unchanged Release update – enforced in Winter 24 11/10/2023 25
26. Flow Reactive Components GA Components react to changes in other components • On the same screen! • Custom LWC and supported standard components API 57.0 & 58.0 Opt-in • Setup -> Process Automation Settings -> Enable Reactive Components for Screen Flows running API Version 57.0 and 58.0 • Expires Winter '25 – upgrade to API version 59.0+ to keep using 11/10/2023 26
27. Flow Reactive Components Changes from beta • Use global variables in reactive formulas • Choice components react to user selections elsewhere • More formula functions in reactive screens – SUBSTITUTE, ADDMONTHS, ^ • Reactive components update the first time a screen loads (API 59.0+) • Inform screen reader of reactive changes (API 59.0+) 11/10/2023 27
28. Flow Builder Custom Error Message element • Provide specific error to user • Choose where to display (window or line against field) HTTP Callouts GA • PUT, PATCH, DELETE methods • Description for each key • Improved JSON sample validation Autolaunch Flows from Data Cloud changes • Data Cloud-Triggered Flow • Changes to data model object • Changes to calculated insight object 11/10/2023 28
29. Flow Builder Save flow before some elements are complete • First steps to saving draft • Errors are now warnings Screen flow components retain values after state change • User resumes flow/returns to earlier screen/gets error • Previously flow removed user specified values • API 59.0+ Data Cloud objects separated from Salesforce 11/10/2023 29
30. Flow Builder Use wait elements in more flows • Schedule-triggered flows • Auto-launched flows • Orchestrations • Wait for Amount of Time + Wait Until Date Advanced Pause renamed • Wait for Conditions • Congruent with other wait elements 11/10/2023 30
31. Flow and Process Management Migrate Workflow Rules with Pending Time-Based Actions to Flow • Previously actions were inactive and deleted • Now converted to scheduled paths Migrate Processes with Custom Metadata in Formulas to Flows • Can't configure the reference after migration Increased active/total flow limits for Essentials and Professional • Convert more Workflow Rules • If it doesn't change, contact Salesforce support 11/10/2023 31
32. Flow Orchestration Orchestration Stage and Step Requirements • Criteria for determining start/stop • Up to 3 requirements per Stage/Step • Previously had to call an evaluation Flow Orchestration Objects in Setup • Customise through Object Manager • Flow Orchestration Run / Step Run / Work Item 11/10/2023 32
33. Domains Enhanced Domains release update enforced in Winter 24 • All URLs contain your 'My Domain' name • More stable – no instance names that can change • Avoids third party cookie blocking • Control redirects from My Domain Redirections settings • Enable and test in Sandbox! Automatic redirection of non-enhanced hostnames • Orgs < October 2020 also redirect if missing 'My Domain' name • Temporary – stops in Winter '25 11/10/2023 33
34. Einstein Generative AI 11/10/2023 34 Sales • Call Summaries • Personalised Sales Emails • Product Information in Sales Emails Service • Service Replies • Work Summaries
35. Experiences 11/10/2023 35
36. Sites New LWR Sites are enhanced only Translate LWR Sites into up to 25 languages Display more knowledge fields in LWR Site search results • Specify via Search Layouts Actions Bar Component GA for LWR Sites • Create and update records directly from LWR Site Record Detail Component GA for LWR Sites Use Quick Actions on Related Lists in Aura Sites 11/10/2023 36
37. Other Disable Experience Cloud CDN for Enhanced Domains in Sandboxes • Test impact before disabling in Production Alert users to redirects from Force.com Site URLs • After enabling enhanced domains Respond to Chatter Email Notifications on iOS 16 or later • Previously errored 11/10/2023 37
38. Mobile 11/10/2023 38
39. Mobile App Dynamic Forms GA Share reports from mobile • From October 16th 2023 • Open report -> Tap '…' -> Tap 'Share' • IOS and Android Mobile App Plus • Search Briefcase for records, online or offline • Enhanced offline landing page – Lightning Swipe Actions on contacts • Attach images to records offline • Offline App Onboarding Wizard GA 11/10/2023 39
40. Sales 11/10/2023 40
41. Opportunity Splits/Teams Audit History 11/10/2023 41
42. Contact/Lead Intelligence View 11/10/2023 42
43. Activity To Do List 11/10/2023 43
44. Activity To Do List 11/10/2023 44
45. Pipeline Inspection 11/10/2023 45
46. Pipeline Inspection – Who is involved 11/10/2023 46
47. Forecasting 11/10/2023 47
48. Forecasting 11/10/2023 48
49. Forecasting 11/10/2023 49
50. Email Add on license no longer required for : • Send later • Email tracking • Text shortcuts • Email engagement • Enterprise and Professional Edition with Sales Cloud Email logs • Filter incoming/outgoing/both • Filter based on email event (Reception/Delivery/Transient|Permanent Failure) • Enhanced email deliverability information 11/10/2023 50
51. Service 11/10/2023 51
52. Bots Enhanced Bot Audit • Reviews key configuration details • Alerts missing requirements Enhanced Bots Static Options for Questions • Present pre-defined options to user New template • Buyer Assistant Sales Template New blocks • Add Case Comment, Close Case, Create Case, CSAT Survey 11/10/2023 52
53. Knowledge Lightning Article Editor • Accessible content formatting and advanced table editing • Resizeable editor • Copy and paste from external sources, keeping styling • Accordions (collapsible) sections for large articles • Add horizontal lines • List renumbering • Insert quick text Article Personalization • Conditionally displayed content Release update – enforced in Spring '24 11/10/2023 53
54. Other Enhanced Quick Text Picker • Click quick text to preview • Search results include folders • Access folders via scroll bar Email-to-Case Ref ID format has changed • Code that relies on format need to change • Test in a sandbox Present Ts & Cs in pre-chat 11/10/2023 54
55. Beta 11/10/2023 55
56. Transfer Ownership of Lightning Dashboards 11/10/2023 56 Setup -> Reports and Dashboard Settings -> Allow users to change dashboard owner (Lightning Experience Only) Requires View All Data / View My Team's Dashboard permission
57. Permission Set Summary 11/10/2023 57
58. Salesforce Code Analyzer Extension 11/10/2023 58 VS Code Extension Static Code Analysis • Apex • Visualforce • JavaScript Scanners • PMD • RetireJS • Salesforce Graph Engine
59. Other lightning-record-picker Use custom elements in LWC Use third-party components in LWC Lightning Email Editor for email to case • TinyMCE based editor • Full screen mode, undo/redo, emojis, smart copy/paste & more • Enable release update 11/10/2023 59
60. Release Readiness sforce.co/3rIb6Ay Trailhead badge : sforce.co/3rO1sfK Release Notes : sforce.co/3ZRc4Y6 11/10/2023 60
61. Next Webinar: Dreamforce 2023 & AI 11/10/2023 61 Join us on 25th October at 4 pm to learn about the most important highlights, updates, and announcements that defined Dreamforce 2023. 📅 Wednesday, 25th October | 4 - 5 pm Scan the QR code to sign up or use the link to register https://bit.ly/46Ap5HE
62. Questions?