As the sun shines brighter over our heads and the summer approaches, Salesforce developers eagerly anticipate the upcoming Salesforce Summer’24 Release as it sets to heat things with an array of innovative features and enhancements that ease admin operations.

Summer’24 release offers new product innovations built on the ultimate integration of CRM, AI, Data, and Trust. Effortlessly elevate your CRM experience, streamline workflows, and unlock another level of productivity & efficiency with this futuristic release.

Let’s dive into the declarative features of the Salesforce Summer’24 release-

• Automation Lightning App

  Automation Lightning App is a brand new edition to Salesforce serving as a one-stop destination for all your automation-related needs. It enables the admins with dedicated access to keep an eye on the flows, errors, and other community-based links from within the main application. The user is not required to visit the Setup menu to track these things.

• Einstein for Flow

  Want to create complex workflows for your enterprise? This is exactly what Einstein for Flow is built for. It is a generative AI tool enabling users to develop workflows based on the text prompt. All you need to do is explain your automation in simple language and Einstein for Flow will automatically generate a draft flow for you. For example, if you want to get notified each time a lead is converted, type in the following prompt— “Create a flow that shoots notifications each time a lead is converted into an opportunity.” Einstein for Flow will do the magic and generate the requested workflow.

• Einstein for Formulas

  Einstein for Formulas is a familiar tool for Salesforce users. However, the new update brings certain improvements that will help you increase efficiency. It can now help you effortlessly fix formula syntax errors. To unlock this option, the user must click ‘Use Formula Assistant’.

• Add New Custom Fields to Pages with Dynamic Forms

  One of the much-awaited updates will finally be live with the Summer’24 Release enabling admin to add new custom fields to Dynamic Forms. This will ultimately boost the deployment of new fields to Dynamic Forms. When you try to create a custom dynamic form as before, you have to go through an additional step requiring you to select the Lightning record page for the new field to be added after setting field-level security.

• Set Conditions for Individual Tabs’ Visibility

  Admin can now easily customize tab visibility in Lightning App Builder to restrict individual tabs based on the set criteria. It means if users have access to limited tabs, criteria can be applied with the Set Component Visibility settings just like any other component.

• Add Rich Text Headings in Lightning App Builder

  Users get access to a new dropdown menu in the Rich Text component editor facilitating them to unlock new styling values like Heading 1 and Heading 2 on their Lightning pages. This means even the users with a screen reader can easily access your text on the Lightning page.

• Field History Tracking

  Handling tracked objects and fields has become easy with the Field History Tracking page in Setup. As in Object Manager, you don’t need to navigate to multiple objects for changing fields. Instead, you can use the Field History Tracking option to update fields.

• Organize Records with Personal Labels

  Facing issues with record management? It’s time to add Personal Labels that help you organize and locate the records as & when needed. Users can add these labels to Account, Cadence, Cadence Step Tracker, Call Script, Campaign, Contact, Case, Email Template, Lead, Opportunity, Orchestration Work Item, and Task. Unlike Topics, Personal Labels are private and can be seen only by the users who set them.

• Better List View Performance

  Get ready to avail a next-level performance from the List View tab as it has undergone several changes. The list view will now be rendered via Lightning Web Components instead of Auro to speed up things.

• Automate User Access with User Access Policies

  User Access Policies facilitate defining access for groups of users in a single operation. For instance, the admin can select to restrict or grant users access to permission set licenses, permission sets, and permission set groups, package licenses, queues, and groups. User Access Policies are now generally available and let you create up to 200 active policies (a massive 10x upgrade from the 20 limit).

The Salesforce Summer’24 Release holds manifold surprises for admins including new features and enhancements. It has many tools that streamline workflows and elevate the CRM experience. Whether it’s the automation lightning app or adding rich text headings, Salesforce Summer’24 is an all-rounder tool to increase admin efficiency.

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