Let’s delve into the top 15 most significant features of Salesforce Winter ’24 and explore how admins can make the most out of them:
- Dynamic Forms Enhancements:
- Explanation: Dynamic Forms allow admins to build flexible and responsive page layouts. In Winter ’24, Salesforce introduces enhancements such as the ability to dynamically hide/show fields and sections based on field values.
- Example: Suppose you have a custom object for tracking leads, and based on the lead source, you want to display different sets of fields. With Dynamic Forms enhancements, you can create conditional visibility rules to display relevant fields dynamically.
- Dynamic Actions:
- Explanation: Dynamic Actions enable admins to display different sets of actions based on criteria such as user profile, record type, or field values. This helps in presenting users with contextually relevant actions, enhancing user productivity.
- Example: In a case object, admins can configure dynamic actions to display specific actions like “Escalate” or “Assign to Tier 2 Support” based on the type of case and priority level.
- Enhanced Record Trigger Flow:
- Explanation: Salesforce has enhanced record-triggered flows with the ability to handle before-save and after-save logic in a single flow. Admins can now consolidate their automation logic into a single flow, simplifying maintenance and reducing complexity.
- Example: An admin can create a record-triggered flow that performs data validation before saving a record and then updates related records after the save operation.
- Custom Object Relationship Fields in Flow:
- Explanation: Admins can now leverage custom object relationship fields directly within flows. This enables seamless manipulation of related records and simplifies flow design.
- Example: In a lead conversion process, admins can use flow to create related records such as accounts, contacts, and opportunities, leveraging custom object relationship fields to maintain data consistency.
- Enhanced Einstein Search:
- Explanation: Einstein Search now provides more relevant search results by considering user behavior and preferences. Admins can configure search settings to tailor search results based on the organization’s specific requirements.
- Example: Admins can fine-tune search preferences to prioritize recently accessed records or frequently used objects, improving user satisfaction and productivity.
- Dynamic Actions in Lightning App Builder:
- Explanation: Lightning App Builder now supports dynamic actions, allowing admins to configure actions that are displayed conditionally based on user context or record attributes.
- Example: Admins can customize the action bar on a record page to display different actions for different user profiles or record types, ensuring a personalized user experience.
- Enhanced Related Lists:
- Explanation: Salesforce introduces enhancements to related lists, including the ability to display up to 30 fields and customizing the display order of fields. This provides admins with greater control over the information displayed in related lists.
- Example: Admins can configure related lists on account pages to display additional fields such as industry, region, and last activity date, providing users with comprehensive information at a glance.
- Sandbox Source Tracking:
- Explanation: Sandbox Source Tracking allows admins to track changes made in sandboxes and easily deploy them to production. This streamlines the development process and ensures consistency between sandbox and production environments.
- Example: Admins can make configuration changes in a sandbox environment, and with source tracking, they can track those changes and deploy them to production using Salesforce CLI or change sets.
- Inline Editing for Related Lists:
- Explanation: Winter ’24 introduces inline editing for related lists, enabling users to edit records directly within the related list without navigating away from the page. Admins can configure which fields are editable.
- Example: Admins can enable inline editing for opportunity-related lists on the account page, allowing users to update opportunity details such as amount, stage, and close date without leaving the account view.
- Enhanced Path:
- Explanation: Salesforce Path provides a visual representation of the stages in a process, guiding users through each stage. Winter ’24 brings enhancements such as customizable highlights and tooltips, allowing admins to tailor the Path to specific requirements.
- Example: Admins can customize the opportunity Path to highlight key fields such as amount, close date, and stage, providing users with contextual information at each stage of the sales process.
- Lightning Email Templates in Flows:
- Explanation: Admins can now use Lightning email templates directly within flows, streamlining the process of sending personalized emails as part of an automated workflow.
- Example: In a lead qualification flow, admins can include an email alert action that sends a personalized email to the lead using a Lightning email template, providing a seamless user experience.
- Custom Navigation Items in App Launcher:
- Explanation: Winter ’24 introduces the ability to add custom navigation items to the App Launcher, allowing admins to provide quick access to frequently used apps, objects, or URLs.
- Example: Admins can add custom navigation items to the App Launcher for internal knowledge base articles, external support portals, or third-party integrations, enhancing user navigation and productivity.
- Enhanced Flow Builder:
- Explanation: Flow Builder receives enhancements such as improved canvas management, enhanced error handling, and performance improvements. Admins can design complex flows more efficiently and troubleshoot issues effectively.
- Example: Admins can leverage enhanced canvas management features to organize elements within a flow, making it easier to understand and maintain complex automation processes.
- Sandbox Seeding Tools:
- Explanation: Winter ’24 introduces sandbox seeding tools that allow admins to generate sample data in sandboxes for testing and development purposes. Admins can create realistic test scenarios and evaluate the behavior of Salesforce features.
- Example: Admins can use sandbox seeding tools to populate sample accounts, contacts, and opportunities in a sandbox environment, facilitating comprehensive testing of customizations and configurations.
- Enhanced Search Layouts:
- Explanation: Admins can now customize search layouts for objects, controlling which fields are displayed in search results and search filters. This provides users with relevant information and improves search efficiency.
- Example: Admins can configure search layouts for the account object to display additional fields such as phone number, industry, and annual revenue in search results, helping users identify relevant records quickly.
Salesforce Winter ’24 brings a host of powerful features that empower admins to enhance user experience, streamline processes, and drive productivity. By leveraging these features effectively, admins can unlock the full potential of the Salesforce platform and deliver exceptional value to their organizations.