If you have not heard yet what Salesforce releases are, let me explain: three times a year, Salesforce introduces updated versions of its applications, enriched with new functionalities and improvements. The changes are effective the same day (or within two days) for all users worldwide and do not affect the customized processes existing at the customers’ organizations.
The release date for Winter ’24 will depend on Salesforce instance, but the main release weekends are on:
- Sep 2, 2023
- Oct 07, 2023
- Oct 14, 2023
Salesforce introduced a new element called Custom Error. Now, you can create targeted error messages for your end users to explain what went wrong or how to correct it. The error messages are displayed in a window on the overall record page or as an inline error on a specific field.
Salesforce added an option to filter flows in Flow Trigger Explorer. Using this feature, you can filter flows by their status, package state, or process type.
Salesforce introduced three new Wait elements to replace the Pause element:
- Wait for Conditions element replaces the Pause element
- Wait for Amount of Time element lets you wait for a specified amount of time. Valid values are Minutes, Hours, Days, and Months. Moreover, you can resume at a specific time of day.
- Wait Until Date element lets you wait until a specific date and time.
Winter ‘24 enabled flow builders to save more elements without the need to fully finish building them. Instead of receiving errors that prevent you from saving your flow, you will now just be presented with a warning.
With the new Release, Salesforce introduced a new Data Cloud-Triggered Flow that can be started based on changes in a data model object.
Salesforce introduced the ability to transfer dashboard ownership when responsibilities change or the dashboard creator leaves an organization. The new owner has full control over the dashboard contents. Previously, you had to clone or recreate the dashboard when the creator moved on to other responsibilities.
Winter ‘24 allowed to see which users, roles, and other groups are added to public groups by creating a custom report type. Previously, you clicked in each public group or ran queries to see its members.
Salesforce allowed to build reports on custom permission set and permission set group assignments. Now you can see all users assigned to a specific custom permission set or permission set group. Or, use the report to review an individual user’s assignments.
New Release added an option to see all enabled object, user, field permissions and which permission set groups the permission set is included in from – View Summary page on Permission Set.
Finally, Winter ‘24 enabled adding quick actions directly to related lists. Now users can create related records for items in the list without leaving the page, as well as perform mass updates for up to 100 records.
Salesforce introduced Intelligence View for Contacts and Leads. Previously, Contact/Lead Home provided only simple list views and required users to navigate to individual records to take action. This new feature helps users to see what contacts need attention and which to take action on directly without needing to dig into list views.
Call Summaries support voice and video calls, including providing next steps and customer feedback. Einstein Conversation Insights (ECI) users can access helpful out-of-the-box list views for calls. Users can see the calls and summaries related to a record with the Call Summaries Related List lightning component.
Einstein GPT streamlines customer support by predicting and generating summaries and fills a summary, issue, and resolution. based on chat conversations between agents and customers. Agents can then review, edit, and save these summaries.
Einstein generative AI offers real-time response recommendations for agents. It observes chat conversations as they unfold, crafting and suggesting fluent, courteous, and relevant replies. Agents can then review, edit, and post these recommendations with ease.
Now, supervisors can listen in to a call directly from Salesforce through Omni Supervisor. Previously, supervisors had to listen in from Amazon Connect.
Finally, we can offer separate business processes, picklist values, and page layouts to different agents answering calls. Record Types on Voice Call object!
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