Discover Salesforce Spring ’24 Exciting New Features

Check out the cool new stuff in Salesforce Spring Release 24! It makes using Salesforce even better and helps you get things done faster. Experience the latest features for a more exciting and productive time with Salesforce.

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Objective

Discover the Exciting Updates in Salesforce Spring Release 24! This blog reveals the latest features in Lightning App Builder, Unified Analytics Experiences, Lightning Reports and Dashboards, and Salesforce Flow. Learn how these updates can make your Salesforce experience even better by helping you work smarter and engage with users more effectively.

Also Read: Generate QR Code Using Formula Field or LWC Component

Lightning App Builder:

Exploring Spring Release 24: Check out all the newest updates, including changes in the Lightning App Builder. I’ll be sharing a breakdown of these updates, giving you a clear picture of what’s new in Salesforce. Stay tuned for a straightforward look at the latest improvements!

Add Fields from Related Objects to Dynamic Forms-Enabled Pages

Enhancing User Experience: The latest Lightning App Builder update introduces a seamless way to drill into lookup relationship fields directly from the component palette. Now, users can easily access and display fields from related objects by dragging cross-object fields onto their record page.

Steps for adding fields from related objects

1. Click on the edit page from the setting -> Ensure that you have activated dynamic forms.
2. On the Fields tab includes a breadcrumb for intuitive navigation, and a new arrow icon indicates cross-object relationship fields. 
3. When you select a cross-object field on the canvas, a new Object property shows the relationship of the field to the base object associated with the Lightning page.
4. You can drill down two levels. Polymorphic relationship fields—where the related object can be one of several different types of objects—aren’t supported as cross-object fields in Lightning App Builder.

Dynamic Forms: Customize Field Visibility by Device

Previously, visibility rules based on device form factor were applicable to entire Field Sections and components, lacking granularity for individual fields. Now, enjoy more detailed customization on your desktop and mobile Lightning record pages by restricting field visibility based on specific device form factors, be it desktop or phone.

This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions

Steps Involved to set field visibility by Device:

1. Click on the edit page from the setting -> Ensure that you have activated dynamic forms
2. While working on a Dynamic Forms-enabled page in the Lightning App Builder, select a field on the canvas.
3. Navigate to the properties pane and establish a visibility rule filter using the Device context.
4. Configure the field to exclusively display when its page is viewed in a specific experience.

Empower Your Mobile Experience: Leveraging Dynamic Actions with Standard Objects

Enhance user engagement on record pages by implementing dynamic actions specifically designed for standard objects on mobile devices. Unlike traditional page layouts, assign actions seamlessly within the Lightning App Builder. Take control of when and where actions appear for users by applying filters based on user fields, form factors, and other criteria.

This features is now available in Lightning Experience on desktop and the Salesforce mobile app across various editions, including Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer.

Seamless Mobile Experiences: Dynamic Forms Enabled by Default in New Orgs

Starting from Spring ’24 and onwards, new organizations will benefit from the default activation of Dynamic Forms on Mobile. This enhancement is designed to elevate the user experience by providing the functionality of dynamic forms on mobile devices right from the beginning. This feature is applicable in Lightning Experience across Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Steps find the Dynamic Forms on Mobile setting in Setup:

1. From Setup, in the Quick find box, enter Mobile, and then select Salesforce Mobile App.

Empower Translation Capabilities: Translate the Related List Label in the Dynamic Related List Single Component

To display the Related List label in the language preferred by users, follow these steps:

1. From the Setup -> Go to the Custom Label -> Create a custom label with translations
2. Go to the Lightning App Builder -> Navigate to the Lightning page navigate to the Lightning page where you wish to incorporate the Dynamic Related List – Single component
3. Drag the Dynamic Related List from the component to the Related Section
4. In properties pane Enter {!$Label.customLabelName} in the Related List Label field, replacing “customLabelName” with the name of your custom label.
5. Save your changes.

Users whose language is configured to the language of your translated custom label will see the corresponding translated value. 

Note: This change is applicable to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions

Preview Mobile Actions on Record Pages Before Activation

Designing actions for record pages in Lightning App Builder? Use the Phone preview option to see how they’ll look on mobile. This preview also lets you know if some actions won’t be available on mobile devices.

This change applies to Lightning Experience desktop in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions

Unified Analytics Experiences

Centralize folder sharing for reports and dashboards on the Analytics tab. Easily manage analytics in batches, making simultaneous changes with convenient bulk selections.

Effortless Sharing: Enhance Report and Dashboard Sharing directly from the Analytics Tab

Experience enhanced folder sharing capabilities directly on the Analytics tab for Reports and Dashboards. Enjoy consistent controls and detailed permission settings when sharing report folders, ensuring secure and customized collaboration. No more navigating through separate tabs; manage shared content seamlessly from one centralized location for increased efficiency.

This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Access to CRM Analytics assets is available for an extra cost.

For setting Report and Dashboard Sharing directly form the Analytics Tab follow this steps:
1. Go to the App Launcher -> Select Analytics

2. Click on the browse from the Analytics options and then search for a report or dashboard folder

3. Click the row-level action menu button for the folder, and click Share.

4. From the Give access tab, select a user, role, or group (1), search for a name (2), then assign access (3).

Simplify Dashboard Management: Utilize Bulk Selection for Streamlined Control

Boost Your Productivity: Say goodbye to time-consuming individual selections. Take advantage of bulk selections to efficiently manage your dashboards in batches. This allows you to seamlessly handle tasks such as updating ownership for multiple dashboards in alignment with organizational changes, ensuring data accuracy and security are maintained.

Note: This enhancement is applicable to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Access to CRM Analytics assets comes with an additional cost.

Here’s your step-by-step guide:

Lightning Reports and Dashboards

Seamlessly transfer Lightning dashboards to a new owner when roles change, whether individually or in bulk, and notify the new owner. Elevate your Lightning dashboards with images, rich text, and up to five dashboard filters in all Salesforce editions. Simplify Lightning reports by effortlessly updating fields in report filters and easily find the right report type when creating reports.

Empower Transitions: Lightning Dashboard Ownership Transfer Now Available

In the latest Spring 2024 release, seamlessly transfer Lightning dashboard ownership when responsibilities change or the current owner leaves your organization. Now, you can change the ownership of multiple dashboards at once and send an email notification to the new owner. Previously, you had to clone or recreate the dashboard to provide access to a new owner.

This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions

Follow this to reassign a single dashboard, on the Dashboards or Analytics tabs select Change Owner from the dashboard’s actions.

When someone leaves your organization, you can reassign all their dashboards on the Analytics tab. Select the dashboards, and then in the Manage Items menu, select Change Owner

To notify the new owner, select Send email notification in the Change Owner window.

Elevate Your Insights: Enhance Visualizations with Images, Rich Text, and Dashboard Widgets Across All Salesforce Editions

Salesforce users in all editions can now unleash their creativity with the addition of rich text, image, and even animated GIF widgets in Lightning dashboards. In contrast to the previous limitation to Unlimited and Performance editions, this enhancement allows users to provide detailed explanations for charts, describe metrics, and add dynamic elements like animated GIFs. The expansion to 25 widgets, including charts, tables, images, rich text, and GIFs, from the previous limit of 20, brings a transformative impact, offering users greater flexibility and expressiveness in their dashboard presentations.

This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, and Developer editions.

When editing a dashboard, click +Widget and select the type of widget to add.

Combine charts, text, and images to inform, engage, and guide viewers.

Image widget settings, like tile, stretch, and fit to height, aren’t applied to dashboards delivered through email subscriptions. The image is shown at the original resolution within the widget.

Enhance Visibility: Expanded Dashboard Filters Now Available Across All Salesforce Editions

Now, users across all Salesforce editions can fine-tune and target dashboard data with the inclusion of up to five filters on Lightning dashboards. This expanded capability allows for the efficient reuse of the same dashboard across different teams while preserving existing filter settings. By eliminating the need to clone dashboards for various teams and business units, users can save time and reduce redundancy in dashboard management.

This enhancement is applicable to Lightning Experience in Group, Essentials, Professional, Enterprise, and Developer editions.

For example, in the past, if you filtered on Stage, Opportunity Owner, and Type, adding a Region filter wasn’t possible. With the latest update, not only can you include the Region filter, but you also have room for additional filters such as Created Date.

Effortlessly Update Fields in Lightning Report Filters

You can now change the field in a Lightning report filter without deleting the filter and adding a new one. In earlier releases, you could change the operator and value but not the field. Previously, this feature was available only in Salesforce Classic.

This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
In the Filter By window, change the field, operator, or value

Efficient Column Management: Rearrange Multiple Lightning Report Columns in One Go

You can move multiple columns in the Lightning report builder at the same time. Previously, this feature was available only in Salesforce Classic.
This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
In the Lightning report builder, select the columns in the report table or Columns list and drag them to the new location.

Salesforce Flow

Seamless Integration with MuleSoft Composer: Elevate Your Data Connectivity and Business Processes

MuleSoft Composer for Salesforce makes it easy to integrate data from any system with clicks and invoke processes in any flow. When you create a secure process to connect the information stored in different systems, you build a real-time, integrated view of your customers
and business.

MuleSoft Composer for Salesforce is available for an extra cost in Enterprise, Performance, and Unlimited editions that have enabled Lightning Experience

Send Data to Data Cloud using Flows

Simplify Data Interaction: Leverage Actions to Effortlessly Send Flow Data to Data Cloud via Ingestion API – No Coding Required! Whether automating archival data transfers or streamlining engagement data submission in a screen flow, the Send Data to Data Cloud action offers a code-free solution.

This change applies to Lightning Experience and Salesforce Classic in all editions

First, create and configure Ingestion API connectors in Data Cloud. Next, add a Send to Data Cloud action to your flow. A unique invocable action is provided for each Ingestion API connector schema.

Introducing the Beta Repeater Component for Creating Multiple Field Instances

I’m thrilled about the new Repeater component introduced in Spring Release 24! Now, you can easily add a bunch of components to a screen and let users duplicate them while the flow is running. For example, think about collecting info on beneficiaries for an insurance policy – users can add as many as they need during the flow. It’s super handy, and you can save the list for later in the flow. Such a cool feature!

This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. It’s supported only in Lightning runtime for flows.

Here are the steps to follow:

1. Open Flow Builder and create a new screen flow.
2. Add a Screen element to your flow.
3. Within the Screen element, include a Repeater component.
4. Customize the Repeater component by adding child components. For instance:
   • To collect the first name, add a Text component.
   • To collect the last name, add another Text component.
   • For the date of birth, include a Date component.
   • Lastly, for the relationship, add a Picklist component.

5. Following the Screen element in your flow, add a Loop element.
6. Configure the Loop element to iterate through the list of beneficiaries.
7. Inside the Loop, create a variable to store the list of beneficiaries. This variable will be used later in the flow.
8. Utilize the variable to perform actions or operations. For instance, you can create a Contact record for each beneficiary using the stored list.

9. Save and run the flow

The Repeater component supports these child components: Checkbox, Checkbox Group, Currency, Date, Date & Time, Long Text Area, Multi-Select Picklist, Number, Password, Picklist, Radio Buttons, Text, and Display Text

Simplify Summing or Counting Items in Collections with the Transform Element (Beta)

Exciting News in Release 24: The Transform tool got some updates since the last time it came out. Now you can aggregate data from a source collection to calculate the sum or count of items in that collection and assign the result to a target data field. You can also enter a fixed value for a target data field.

This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

For instance, imagine building a flow that brings in information about different companies from an external system. This external data includes details like the company name, locations, and the count of employees at each location. In

the flow, you add and configure the Transform element to count the number of company locations.

And then, you set up the Transform tool to figure out the total number of employees for each company location

Before, you used a Assignment element to figure out how many locations there are. And to calculate the total employees for each company location, you used Loop and Assignment together.

To start calculating the sum or count of items in a collection in Flow Builder, add the Transform element to the flow canvas.

Enhance Input Accuracy: Validate User Input Across a Variety of Screen Components

In the latest Sprint 24 release, we’ve got an awesome new feature! Now, we can check and make sure the information users type in, like names, addresses, and data tables in screen flowcomponents, is correct. And if there’s a mistake, we can show a helpful message to guide them. This feature makes checking information super easy. Just a heads up, though – components like Radio Buttons in screen components  don’t support input validation

This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. It’s supported only in Lightning runtime for flows

Here is your step to step guide:

1. In Flow Builder, create a screen flow
2. Add a component to a screen
3. In the configuration pane, expand the Validate Input section and fill in the fields.

Effortless Process Migration: Unlock Enhanced Capabilities with the Updated Migrate to Flow Tool

The tool was initially introduced in the Beta version with the Spring ’22 release notes. It has undergone significant enhancements and now supports partial migration for most actions. At the very least, you can partially migrate all actions except for invocable actions. The migration results will highlight actions that require additional configuration in Flow Builder to ensure a complete migration.

This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions

Here are step to step guide:

1. Go to setup ->  In the Quick Find box, enter Migrate to Flow ->select Migrate to Flow
2. Select the process that you want to convert into a flow, and click Migrate to Flow.

3. Select the criteria that you want to migrate (1)
4. The Migrateable column indicates if the process is partially migrateable (2). Then click Migrate to Flow

5. When the migration is complete, click Needs Review to see the list of actions that require additional configuration (3)

Considerations for Migrating Workflow and Process Builders

Streamline Managed Packages: Now Delete Workflow Rules with Ease

With this cool new feature, migrating to flow is now simpler for independent software vendor (ISV) partners. Once the migration to flow is complete, ISVs can easily delete workflow rules from both the first-generation (1GP) and second-generation (2GP) managed packages.
This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.