What a year it has been for Salesforce in 2024. Agentforce is definitely the name of the game, and there have been plenty of other exciting updates along the way.
Keep reading to find out the 12 most important updates for Salesforce Admins in 2024!
1. Agentforce
Agentforce transforms low-code development by introducing AI-powered agents that can tackle problems you didn’t even know existed. The best part? These agents are built right into the Salesforce platform you already know and love, seamlessly integrating with features like Flow and the existing security model.
There’s a lot to learn about Agentforce and its many use cases. Why not take a look at our in-depth guide below?
2. Account Plans
Account Plans will empower sales teams and their leaders to take a strategic approach to account planning and growth. I particularly like the ability to set objectives and measure their success.
- View opportunity details.
- Create a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats).
- Capture customer needs and market dynamics.
- Create measurable objectives with metrics.
- Visualize key stakeholders with the relationship map.
3. Conditional Formatting for Fields
You can apply conditional formatting to fields on Dynamic Forms-enabled pages, customizing icons and colors to show, hide, or change based on the criteria and rules you set. These conditions can be based on the value of a specific field or the values of other fields on the page.
For example, you have a Lead Relationship field on the Lead record page with the values of Hot, Warm, and Cold. Using conditional formatting, you could create rules to show a green happy-face icon when the field value is Hot, a yellow neutral face when the value is Warm, and a red sad-face icon when the value is Cold. I think you could have plenty of admin fun with this new feature!
4. Dynamic Features
Use Blank Spaces to Align Fields on Dynamic Forms-Enabled Pages
Bringing yet more feature parity between standard page layouts and Dynamic Forms, you can now add blank spaces to Dynamic Forms-enabled pages. A small change but one that can significantly improve the appearance of a page!
The image on the right uses blank spaces to align the Website field with Parent Account.
One thing to note is that a blank space is considered a field and counts against the limit of 200 fields per region.
Add New Custom Fields to Dynamic Forms-Enabled Pages
Quickly and easily add new custom fields to Dynamic Forms! This has been a much-requested enhancement and is sure to help speed up the deployment of new fields to Dynamic Forms. Create your custom form as usual. Following the step to set field-level security, there is a new step to select which Lightning record page/s to add the new field to.
If you don’t have any Dynamic Forms-enabled pages then this additional step will not appear.
Dynamic Forms with Related Object Fields
In the past, if you wanted to display information from a parent record onto a child record, you would need to create a formula field or use a “Quick Update” action and display it in a Lightning Page. Since Spring ‘24, you can add a field from another record onto your Lightning Page, provided the primary record has a lookup relationship with the other record.
Device-Specific Dynamic Forms
You can now create visibility rules based on the device form factor for individual fields – not just field sections and components! This means that you can make specific fields on mobile only or desktop only.
Dynamic Highlights Panel
Historically, the Highlights Panel in Salesforce was controlled by Compact Layouts, which allowed admins to choose a limited number of fields to display at the top of a record page. While this was useful, it offered only static control over the fields shown, meaning that every user would see the same fields regardless of their role or the context of the record.
With the Dynamic Highlights Panel, Salesforce provides a far more flexible and powerful solution. Admins can now customize the panel based on different criteria, such as the user profile, record type, or specific business conditions. This means that each user sees the most relevant data for their role, improving visibility and making it easier to take action quickly. The Dynamic Highlights Panel also supports the mobile app, ensuring a consistent experience across all devices.
5. Analytics
Transfer Dashboard Ownership
Previously, when the owner of an important dashboard leaves the company, you have the hassle of cloning and recreating the dashboard. You can now transfer ownership of a dashboard, and the new owner then has complete control of the dashboard. If someone leaves your organization, you can also transfer their dashboards in bulk which is a real time-saver.
Images, Rich Text, and Dashboard Widgets in all Salesforce Editions
Liven up your dashboards with images, rich text, and other widgets. Use these new features to create stunning, informative, and engaging dashboards that are bound to impress your users and key stakeholders. To get started, click “+ Widget” and select the type of widget to add when editing a dashboard.
Five Dashboard Filters
You can now have up to five dashboard filters, which increased from three! This has been a much-requested change that’s sure to make many people happy.
6. Automation Lightning App
The new Automation Lightning App acts as the home for all things automation-related. Users who have access to the app can see flows, errors, and other community-based links from within the main application – this is the first time we’ve seen something like this outside of the Setup menu.
7. Field History Tracking
You can now find a Field History Tracking page in Setup, where you can control both the tracked objects and the fields. Additionally, you can easily see the number of tracked fields right from the get-go before starting to make any changes.
On this page, you can swiftly update the fields for multiple objects one after another rather than navigating to each one separately in Object Manager.
8. Seller Home
Seller Home is a dashboard-like home page and is the default home page for the Sales, Sales Console, and Sales Engagement apps. It will appear automatically, unless you have customized those pages – in this instance, you can manually enable it from Setup.
Sales users can get a ton of useful information at a glance, including:
- Opportunity overview
- Account overview
- Lead overview
- Contact overview
- Weekly or monthly goals
- Today’s events
- To-do items
- Recent records
- Contact suggestions – identified by Einstein from a user’s emails and events
9. Sales Cloud Go
Available in the Winter ‘25 release, Sales Cloud Go introduces a reimagined setup experience designed to simplify feature enablement for admins. It provides tailored recommendations through feature sets aligned with organizational goals while progress tracking for started features is built-in. The enhanced interface consolidates all necessary documentation, details, and steps in one place, streamlining the process of discovering and enabling new functionality.
Admins can take advantage of guided tours, demos, and clearly outlined steps – both mandatory and optional – for each feature. Features requiring permission sets can be enabled directly, eliminating the need for data imports or navigating elsewhere in Setup. Additionally, a dedicated dashboard helps monitor product and feature adoption, offering deep insights to maximize value.
10. New Lightning UI
Salesforce is gradually introducing a new design for Lightning Experience. The new design makes it easier to navigate Salesforce with streamlined icons, better spacing, and quick, at-a-glance views.
The aim is to help users move quickly and easily from one task to the next without feeling overwhelmed. Clear visual cues, like colors and button states, make it simple to see what’s important and reduce mistakes (that’s the theory anyway – we all know users can be quite unpredictable in how they use things!).
In addition, the new design boosts performance by optimizing the code for faster load times on all devices – presumably to make things lightning-fast!
On a more serious note, the new designs are also more accessible, following guidelines to support people of all abilities and neurodiverse needs.
11. AI Specialist Certification and Free AI Exams
To support the current and upcoming wave of AI tools and implementations, Salesforce has announced that they’re investing $50M into initiatives designed to upskill workforces in a bid to address the AI skills gap and democratize AI learning. This includes offering free premium instructor-led courses and AI certifications throughout 2025.
Salesforce is making two AI certifications free through December 31, 2025:
- AI Associate Certification
- AI Specialist Certification
12. Salesforce Announces End of Support for Workflow Rules and Process Builder
Earlier this year, Salesforce revealed that Workflow Rules and Process Builder will no longer be supported after December 31, 2025.
With the end of support for Workflow Rules and Process Builder looming, Salesforce users are advised to take action to migrate their automation processes to Flow Builder before December 31, 2025. Failure to do so could result in a lack of customer support and bug fixes for existing processes beyond the deadline.
Summary
That’s a wrap for the most important updates for Salesforce Admins in 2024! Which one was your favorite? Let us know in the comments below!
