Summer 2024 Salesforce Release Notes
Three times a year, Salesforce releases updates to their org to provide a better experience to their users. We went through and picked out some updates to highlight for you.
User Interface/ User Experience (UI/UX)
Lightning App Builder
Use the new Blank Space component to customize field alignment on Dynamic Forms-enabled record pages. Show or hide individual tabs inside a tab component with visibility rules. If you would like to read more on Salesforce Lightning App Builder, you can click here.
Generate Personalized Appointment Invitation Emails with Prompt Builder
Save your end users time from manually writing appointment invitation emails by creating a Salesforce Scheduler Email prompt template. Prompt Builder is available in Lightning Experience in Enterprise and Performance editions with the Einstein for Sales, Einstein for Platform, or Einstein for Service add-on. These add-ons include Data Cloud. Einstein generative AI is available in Lightning Experience. Create a prompt template by using the Salesforce Scheduler Email template type and the appointment invitation object. Learn more here.
Sales Cloud
Visualize Key Contacts on the Buyer Relationship Map
On opportunities and accounts, you can now visualize contacts across company levels with the buyer relationship map. Discover key stakeholders, deal champions, potential risks, and more. Let insights recommend contacts for you to add and update. This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition editions with Sales Cloud that have Buyer Relationship Map enabled. To read more on Salesforce release notes, click here.
Add Company and Buyer Information to Contacts Automatically
Let Einstein generative AI identify and add your contacts’ phone, address, title, seniority level, department group, and buyer attributes automatically from email interactions. Build content-rich profiles for all your contacts to show on buyer relationship maps to help close deals. This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, Einstein 1 Sales Edition, and Developer editions with Sales Cloud that have Einstein Activity Capture enabled. Einstein generative AI is available in Lightning Experience. From Setup, in the Quick Find box, enter autocreation, and then select Autocreation Settings. Enable Automatic Contact Enhancements. To show contacts on a buyer relationship map, they must have values for Seniority Level and Department Group fields. Fill in these values automatically by enabling Automatic Contact Enhancements. For more information on this Salesforce update, click here.
Einstein Conversation Insights
Get a bird’s-eye view of your sales teams’ conversations with Conversation Signals. Using AI technology, Conversation Signals groups different product or competitor mentions into relevant topics that you can dive into and explore. Another Einstein feature, Generative Conversation Insights, allows you to create custom insights powered by generative AI. Einstein Conversation Insights can now process single-user meetings. Users can also easily expand edit access to record collections, and we’ve rolled out more dashboard improvements. To read more on this Salesforce release, click here.
Service Cloud
Track Key Trends and Top Contact Reasons Across More Channels
Build reports and identify common customer issues with Einstein Conversation Mining using data from Messaging for In-App and Web, in addition to Web-to-Case. Previously Einstein Conversation Mining only supported Email Message and Chat Transcript data. This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions. Go to Einstein Conversation Mining in Setup. For more information click here.
Discover Service Capabilities with My Service Journey (Beta)
Discover how to take your Service Cloud implementation from good to great with My Service Journey. Get the Salesforce point of view on how to achieve your business goals for different Service areas, like the Help Site or Agent Console. With My Service Journey, you can explore Service Cloud capabilities based on your business goals, edition, what’s new, whether it’s an Einstein feature, and more. This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions. This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. Launch My Service Journey from the App Launcher.
Experience Cloud
Prepare Your LWR and Aura Sites for Design System Architecture Updates
To support future UI changes, we’re modifying the internal implementation of Salesforce Lightning Design System (SLDS) styles, custom properties, and Salesforce Lightning components, including standard components in site templates. In Summer ’24, we expect these changes to have little to no impact on your site customizations. However, if your site customizes Salesforce components by overriding their CSS, we recommend that you instead use supported techniques. Otherwise, your site can’t adopt future product innovations of the UI without experiencing visual regressions. For more information click here.
Collect User Input to Build a List of Records from a Screen
Collect information about multiple items of the same type on a screen with the Repeater component. For example, use a Repeater component to gather details about beneficiaries on an insurance policy. Users can add as many beneficiaries as needed on the screen. You can then loop through the list of beneficiaries to create records. This feature, now generally available, includes some changes since the last release. We delivered this feature thanks to your ideas on IdeaExchange. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. It’s not supported in Classic runtime for flows. For more information click here.
Restrict User Input on Screen Components with the Disabled and Read Only Fields
Use two new fields to specify how users interact with screen components. When the Disabled field is set to true, users can’t navigate to or modify any fields in the component. A gray background appears on the input fields in the component to provide users with a visual cue. However, they can navigate to and copy values, this change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. It’s not supported in Classic runtime for flows. In Flow Builder, create a screen flow, add a Screen element to the flow. Click here to read more.
Encrypt more Nonprofit Cloud data. Net Zero Cloud objects are compatible with Field Audit Trail. And say goodbye to third-party tools for digging into event logs. Event Monitoring’s new event log object framework (beta) captures event data in standard objects that support direct queries via API. To read more click here.
Unify Knowledge from Various Sources in Salesforce
Bring all your knowledge articles into Salesforce from third-party systems like SharePoint, Confluence, Google Drive, and websites within Salesforce. Expose Unified Knowledge across every customer touchpoint and search experience, and ground Generative AI products for Einstein for Service. This change applies to Lightning Experience in Unlimited Edition and other editions with the Knowledge add-on license. Salesforce has partnered with Zoomin to offer you Unified Knowledge. This feature is available as a free trial from Zoomin for 90 days, along with three connector instances to third-party knowledge sources. For more information click here.
For full release notes and information you can find it at Salesforce.com, or click here. If you found something interesting and would like to set up a time to discuss with us how we can help improve your org, please reach out to us here.
Download our Summer Release Notes for your team here.
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