In this article, we’ll delve into the top 15 most significant features of the Salesforce Spring ’24 release for admins, providing detailed explanations and examples for each.
Explanation: Dynamic Actions allow admins to create custom actions that appear contextually based on the user’s profile, page layout, or record type. This feature provides a more streamlined and intuitive user experience by presenting relevant actions to users when they need them.
Example: Let’s say you’re a Salesforce admin for a manufacturing company. With Dynamic Actions, you can set up different actions to appear for sales representatives versus warehouse managers. Sales reps might see options to create a new opportunity or contact, while warehouse managers might have actions for inventory management or order fulfillment.
Explanation: Salesforce Flows are powerful tools for automating processes and guiding users through complex tasks. With the Spring ’24 release, admins gain access to new Flow features, including enhanced error handling, improved debugging capabilities, and increased support for complex data types.
Example: As a Salesforce admin, you can use Flow to create a guided process for onboarding new employees. With the updated error handling, you can ensure that users are prompted to correct any mistakes before proceeding, leading to a smoother onboarding experience.
In-App Guidance Enhancements
Explanation: In-App Guidance allows admins to create custom prompts and walkthroughs to help users navigate Salesforce more effectively. In the Spring ’24 release, admins can now create multi-step guidance with branching logic, providing even more tailored support to users.
Example: Suppose you’ve made significant updates to your Salesforce instance, such as implementing a new feature or redesigning the user interface. With In-App Guidance enhancements, you can create a series of guided walkthroughs to introduce users to these changes gradually, ensuring a smoother transition and reducing the need for extensive training.
Einstein Discovery for Reports
Explanation: Einstein Discovery leverages AI to analyze data and uncover actionable insights. With the Spring ’24 release, admins can now use Einstein Discovery directly within Salesforce Reports, allowing users to uncover predictive insights and recommendations right from their familiar reporting interface.
Example: Let’s say you’re a Salesforce admin for a retail company. By enabling Einstein Discovery for your sales reports, you can identify trends and patterns in customer purchasing behavior, helping your sales team target their efforts more effectively and drive increased revenue.
Enhanced Record Page Flexibility
Explanation: Record Pages in Salesforce provide a customizable interface for viewing and interacting with records. With the Spring ’24 release, admins gain increased flexibility in designing record pages, including the ability to add custom components directly within the page layout.
Example: As a Salesforce admin, you can create a customized record page for opportunities, incorporating relevant components such as related lists, reports, and custom Lightning components. This allows users to access all relevant information in one centralized location, improving efficiency and productivity.
Enhanced Permission Set Groups
Explanation: Permission Set Groups allow admins to bundle multiple permission sets together and assign them to users as a single entity. With the Spring ’24 release, admins gain enhanced capabilities for managing and assigning Permission Set Groups, streamlining user access management.
Example: Suppose you’re a Salesforce admin for a healthcare organization. You can create a Permission Set Group that includes permissions for accessing patient records, scheduling appointments, and submitting insurance claims. By assigning this Permission Set Group to relevant users, you can ensure that they have the necessary access rights to perform their roles effectively.
Customizable App Launcher
Explanation: The App Launcher in Salesforce provides users with quick access to various apps and tools within the Salesforce ecosystem. With the Spring ’24 release, admins can now customize the App Launcher to tailor the layout and organization of apps based on user roles and preferences.
Example: Imagine you’re a Salesforce admin for a financial services firm. You can customize the App Launcher to display different sets of apps for wealth management advisors, loan officers, and customer support representatives, ensuring that each user has easy access to the tools they need to perform their specific roles.
Custom Notification Builder
Explanation: The Custom Notification Builder allows admins to create personalized notifications that can be displayed to users within the Salesforce interface. With the Spring ’24 release, admins gain additional capabilities for designing and targeting custom notifications based on user attributes and behavior.
Example: As a Salesforce admin, you can use the Custom Notification Builder to create notifications reminding users to complete training modules, acknowledge important announcements, or follow up on pending tasks. By targeting these notifications based on user roles and preferences, you can ensure that users receive timely and relevant information to support their workflow.
Enhanced Lightning App Builder
Explanation: The Lightning App Builder empowers admins to create custom Lightning apps and experiences without writing code. With the Spring ’24 release, admins gain enhanced capabilities for designing and customizing Lightning pages, including improved layout options and support for dynamic content.
Example: Suppose you’re a Salesforce admin tasked with redesigning the dashboard for your sales team. Using the enhanced Lightning App Builder, you can create a dynamic dashboard that displays real-time sales metrics, performance leaderboards, and upcoming opportunities. By tailoring the layout and content to the specific needs of your sales team, you can provide them with a more intuitive and actionable view of their data.
Lightning Web Runtime
Explanation: Lightning Web Runtime (LWR) allows admins to build custom web applications using the same Lightning development framework used for building Salesforce apps. With the Spring ’24 release, admins can leverage LWR to create powerful, responsive web experiences that integrate seamlessly with Salesforce data and functionality.
Example: Let’s say you’re a Salesforce admin for a property management company. With Lightning Web Runtime, you can create a custom web portal where tenants can submit maintenance requests, view lease agreements, and make rental payments—all while seamlessly interacting with Salesforce data such as property records and tenant profiles.
Enhanced Search Experience
Explanation: The Salesforce search experience is now more powerful and intuitive with the Spring ’24 release. Admins can configure search settings to prioritize specific objects, fields, and records, providing users with more relevant search results and improving overall productivity.
Example: Imagine you’re a Salesforce admin for a sales team. By configuring search settings to prioritize opportunities, contacts, and accounts, you can ensure that your sales reps can quickly find relevant records when prospecting or following up on leads, leading to more efficient sales cycles and increased revenue.
Enhanced Sandbox Management
Explanation: Sandboxes are isolated environments within Salesforce for developing and testing changes without affecting production data. With the Spring ’24 release, admins gain enhanced capabilities for managing sandboxes, including improved visibility, automation, and collaboration features.
Example: As a Salesforce admin, you can use enhanced sandbox management features to streamline the process of refreshing sandboxes, automating data seeding, and coordinating development efforts across teams. This ensures that your development lifecycle is efficient and well-coordinated, leading to faster time-to-market for new features and enhancements.
Enhanced Permission Set Assignment
Explanation: Permission sets allow admins to grant additional permissions and access rights to specific users or groups. With the Spring ’24 release, admins gain enhanced capabilities for assigning permission sets, including bulk assignment, scheduled assignment, and more granular control over permissions.
Example: Suppose you’re a Salesforce admin responsible for onboarding a large group of new employees. With enhanced permission set assignment features, you can streamline the process by bulk assigning permission sets based on role or department, ensuring that new hires have the appropriate access rights from day one.
Enhanced Email Integration
Explanation: Email integration in Salesforce allows users to send, receive, and track emails directly within the Salesforce interface. With the Spring ’24 release, admins gain enhanced capabilities for configuring email integration settings, including improved synchronization options, enhanced tracking features, and better support for external email clients.
Example: Imagine you’re a Salesforce admin for a customer support team. With enhanced email integration features, you can configure Salesforce to automatically track all incoming and outgoing emails related to customer cases, ensuring that support agents have full visibility into customer interactions and can provide more informed and personalized responses.
Enhanced Lightning Scheduler
Explanation: Lightning Scheduler allows users to book appointments, schedule meetings, and manage calendars directly within Salesforce. With the Spring ’24 release, admins gain enhanced capabilities for configuring and customizing Lightning Scheduler, including improved booking flows, advanced scheduling options, and better integration with external calendar systems.
Example: Suppose you’re a Salesforce admin for a consulting firm. With enhanced Lightning Scheduler features, you can configure Salesforce to allow clients to book appointments with consultants directly from your website, leveraging advanced scheduling options such as resource availability and service duration. This streamlines the appointment booking process and ensures that consultants’ calendars are efficiently managed.
By leveraging these features effectively, admins can unlock the full potential of Salesforce and help their organizations succeed in today’s rapidly evolving business landscape.