Salesforce Spring ’24 Features: Top 10 Admin Updates You Need to Know

The Salesforce Spring ‘24 release is just around the corner and the release notes have arrived as an early festive gift. 

You can find everything you need to know about how to prepare and when your instance will get upgraded here. For now, let’s dive into the hottest declarative features of the Salesforce Spring ‘24 release.

1. New 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. With 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.

To add fields to a Lightning Page, navigate the Record Page’s Fields menu in Lightning App Builder, click the arrow next to the lookup field, and select from the available fields from the related record. You can even dig across multiple relationships (in this example from Opportunity to Account, and then to Parent Account).

2. Device-Specific Salesforce Dynamic Forms

You can now create visibility rules based on device form factor on individual fields – not just Field Sections and Components! This means that you can make specific fields on mobile only or desktop only.

3. Dynamic Actions on Mobile for Standard Objects

In the Winter ‘24 release, Dynamic Forms began to support the Salesforce mobile app. In the Spring ‘24 release, Salesforce has taken it even further, and Dynamic Actions are also supported on mobile devices.

4. Updated Analytics with Dashboard Ownership and Visualisation

I have SO many exciting updates for you for Reports and Dashboards! 

• Transfer Lightning Dashboard Ownership (Generally Available): Historically, when the owner of an important dashboard leaves the company, you have the hassle of cloning and recreating the dashboard. From Spring ‘24, the ability to transfer ownership of a dashboard is generally available. The new owner then has complete control of the dashboard. If someone leaves your organization, you can transfer their dashboards in bulk!

• Supercharge Your Visualizations with Images, Rich Text, and Dashboard Widgets in All Salesforce Editions: I’m so glad to see that the ability to add images, rich text, and dashboard widgets is now available for all Salesforce editions. This feature was made available to Unlimited Edition customers only in the Summer ‘23 release which seemed terribly unfair! Although a simple change it helps create stunning, informative, and engaging dashboards that are bound to impress your users and key stakeholders. Increased user adoption and engagement? Yes please. To get started, click “+ Widget” and select the type of widget to add when editing a dashboard.

• Focus Your View with More Dashboard Filters in All Salesforce Editions: Similarly, the ability to add up to five filters (instead of three) was also made available to Unlimited editions only in the Summer ‘23 release. This handy feature has now been rolled out to all editions.

• Easily Update Fields in Lightning Report Filters: If you want to change a filter on a report, you can now select the new field you wish to filter on. Previously you would have had to delete the filter and add a new one.

• Rearrange Multiple Lightning Report Columns at Once: Previously only available in Classic, you can now rearrange multiple report columns at once, instead of one by one.

5. New Account Intelligence View

Account Intelligence View

In the Account Intelligence view, you can quickly filter accounts (1) and see statistics, such as the total value of open opportunities and next close date, for resulting records (2). To see detailed activity, opportunity, and case data for individual records, click the side panel icon (3) next to the record name. In the side panel, toggle between panes showing activity data or related records (4) or log activity (5) without leaving the Intelligence view.

Contact Intelligence View

The Contact Intelligence View now shows Engagement Metrics including:

• Not contacted: No calls or emails occurred in the last year
• Contacted attempted: Outgoing calls or emails occurred in the last 30 days, without meaningful engagements
• Engaged: At least one inbound engagement occurred
• Meeting scheduled: At least one event is scheduled in the next 30 days
• Meeting declined: A scheduled event was declined
• Disqualified: The contact has a call result of unqualified or not interested, or has opted out of calls or emails

To access the engagement metrics, users must choose Engagement Metrics from the Metrics menu.

Lead Intelligence View

The Lead Intelligence View now shows Engagement Metrics including:

• Not contacted: No calls or emails occurred in the last year
• Contacted attempted: Outgoing calls or emails occurred in the last 30 days, without meaningful engagements
• Engaged: At least one inbound engagement occurred
• Meeting scheduled: At least one event is scheduled in the next 30 days
• Meeting declined: A scheduled event was declined
• Disqualified: The lead has a call result of unqualified or not interested, or has opted out of calls or emails

To access the engagement metrics, users must choose Engagement Metrics from the Metrics menu.

6. Enhanced Permission Management

There are three important updates to Permissions in the Spring ‘24 release:

1. Use Permission Set Groups in All Editions: Permissions Sets are now available in all Salesforce editions. 
2. Get Notified Before Deleting Permission Sets Assigned to Users: When attempting to delete a Permission Set that is included in a Permission Set Group that currently has users assigned to it, you will receive an error. 
3. Reference Picklists, Groups, and Queues in User Access Policies (Beta): Reference picklist fields, groups, and queues when creating User Access Policies. 

7. Updated Lightning Page Performance with LWC

Faster loading Lightning pages? Yes, please! More Salesforce objects are now Lightning Web Components (LWC)-enabled in Spring ’24 meaning improved performance.

8.  Updated Migrate to Flow Tool for Migration of More Processes

To assist you with your automation migration, the Migrate to Flow tool now supports partial migration for most actions. It will also prompt you with notifications of which actions need further configuration in order to complete the migration. 

9. Einstein Search Enabled by Default

Einstein Search will be enabled by default in all orgs, unless your org has the DoNotAutoEnable flag turned on. But why would you want to opt-out?! Einstein Search is awesome!

10.  Seller Home for Improved Sales Experience

If you love new productivity features and snazzy interfaces for your Sales users like I do, then this update is for you! I am super excited about the new Seller Home, designed to drive success for your sales team by giving them a complete view of their business.

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.

This new dashboard-like home page 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.

Honorable Mention – Get 10 Einstein Conversation Insights Licenses with Enterprise Edition

Orgs using Enterprise Edition can now get access to 10 Einstein Conversation Insights licenses, enabling users to play recordings of conversations to gain visibility into mentions of competitors, products, custom keywords, pricing discussions, and next steps.

Summary

That’s it for the lowdown of the hottest Salesforce Spring ‘24 release features. What other new features have you spotted? Let us know in the comments. Don’t forget to check out our dedicated release posts for Developers, Marketers, and Flow-natics! 

Read More

• Salesforce Spring ’24 Features: Top 10 Developer Updates You Need to Know
• Spring ’24 Release Highlights for Account Engagement (Pardot)
• Salesforce Spring ’24 Features: Top 10 Flow Updates You Need to Know