Salesforce has everything in store for Salesforce users, helping them get the most out of their investment and reap long-term benefits. It goes beyond being just a CRM system and opens up a world of possibilities, such as increasing revenue, boosting sales, and improving overall business efficiency.
As a leader in the CRM industry, Salesforce continues to introduce innovative features to simplify and enhance users’ journeys, making them more efficient.
With the winter ’24 release on the horizon, let me share what Salesforce Flow users can expect in the Salesforce Winter ’24 release, which will transform your flow-building experience like never before.
Key Salesforce Flow Features in Winter ’24 Release
1. Transformation in Auto-layout User Interface
It’s time to bid farewell to annoying pop-ups as you witness a revolutionary user interface makeover in the upcoming Salesforce Winter ’24 release. Element settings will now show up on the right side of your screen, helping you work smoothly. However, a few elements like Decision, Assignment, Roll Back Records, and Screen will still pop up. You can keep working in Draft Mode if there’s an issue with a specific element.
2. Use record-triggered flows to display custom error messages.
Salesforce has unveiled the most effective tool, the ‘Custom Error’ element, for your flow-building toolkit. You can create and display custom error messages while working with record-triggered flows. Furthermore, this innovative brand-new element allows you to set up detailed validation rules, show error messages when things go wrong, and even prevent record deletions, aiming to revolutionize your flow designs.
3. Filter Flows in Flow Trigger Explorer
Managing & navigating your list of record-triggered flows is getting simpler now than ever. In the Spring ’22 release, Salesforce introduced the Flow Trigger Explorer, an easy-to-use tool for viewing all the flows triggered by a record in one place.
In the Winter ’24 release, they’ve made it even much better. You can filter your flows by their status, package state, or process type. This means you can quickly find the specific flows you need, whether active or not, making it much easier to handle your flows.
4. New HTTP Callout Methods in Flow
HTTP callouts in Flow are getting a boost. In the Spring ’23 release, Salesforce introduced this feature, starting with the GET and POST-HTTP callout methods. With the Winter ’24 release, they’re adding more methods like PUT, PATCH, and DELETE. This means Flow Admins and Developers have more options for making HTTP requests right within their flows.
5. Transform (Beta) Element: Your Data Shaping Element
You can now easily shape data using the Transform (Beta) element. Seamlessly transform source data into target data using various resources such as action outputs, dataset variables, and Apex-defined variables. Whether you prefer simple symbols or precise formulas, mapping your data is a breeze.
6. More components are reactive
Reactive screen components, first introduced in the Spring ’23 release, are getting upgraded in the Winter ’24 release. Now, not only can your screen components react to what users do on the same screen, but more components can join in on the action. However, it is important to note that this feature is still in beta. So you need to go into process automation settings in Salesforce setup to use it.
7. Introducing new wait elements that replaced the Pause element
1. Wait for Conditions – This element does a job similar to the old “Pause” element. It acts in much the same way.
2. Wait for Amount of Time: Now, you can make your flows wait for a specific period, like minutes, hours, days, or months. You can even choose to continue at a particular time of day.
3. Wait Until Date Element: This allows you to wait until a particular date and time.
These new “Wait” elements make managing your flows smoother and more precise.
8. Save Flow Without Configuring (Some) Elements
In the Winter ’24 release, you can save half-built elements even if they’re not entirely finished. Instead of getting error messages that stop you from saving, you’ll just get a warning.
In conclusion, Salesforce’s Winter ’24 release is an absolute game-changer for Flow users. With many exciting upgrades & feature announcements, you have a treasure trove of tools and features at your disposal. It’s time to embrace the future of Flow automation to unleash your inner flow expert and take your Salesforce flow journey to the next level.
Ready to supercharge your Salesforce skills by getting started with Salesforce Flow? Don’t hesitate to reach out! I am here to help you dive into the world of Salesforce Flow & unlock its incredible potential. Let’s begin the Salesforce Flow journey together.
