On the Email Alerts page for a specific email alert, a new section titled "Flows using this Email Alert" will be displayed if the alert is utilized within a workflow.

This section showcases the flow name, version, description, object, and current activation status. You can simply click on the flow name to access and open the respective flow directly

 

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As of Spring 2024, Reactive Display Text supports decimal places, commas, currency, and date formats, mirroring screen fields.

Additionally, the Long Text Area Component is also joined as a reactive component. Leverage text formulas within these components to unlock the full potential of reactive functionality.

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Attempting to delete a permission set included in a permission set group assigned to users now triggers an error.

Deletion is only allowed for unassigned permission sets, preventing users from being assigned to empty permission set groups without enabled permissions.

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In the Omni Supervisor Wallboard, you can select multiple queues to follow your agents. Each metric displayed on the wallboard indicates which queues are currently selected and presents information exclusively for those queues.

If no queues are selected, data for all queues is displayed.

 

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Whatever your role within Salesforce—be it as a direct customer, an ISV partner, or a member of the Build Your Own (BYO) or Workforce Management (WFM) community—you can harness Omni Supervisor's capabilities by designing personalized tabs for supervisors.

Seamlessly integrate your own apps or metrics onto an Omni Supervisor tab, and you can either share your customized page on the App Exchange or use it for your own tracking and management needs.

 

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1. Set which tabs each supervisor views and their order in Omni Supervisor.

2. Supervisors exclusively using skills-based routing can skip the queue backlog, while those not concerned with skills can hide that tab.

3. Create a "Wallboard-only" version to restrict specific agents' access.

 

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Streamline the work process with the Omni-Channel sidebar, offering a sleek layout for optimal screen utilization. Seamlessly switch between tasks and stay informed with live updates.

The sidebar, integrated and collapsible, ensures a clutter-free workspace.

Compatible with standard or console navigation, it's a versatile solution for efficient workflow management.

The old utility bar widget is still available to use at your convenience.

 

 

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The Search Manager tool enhances the relevance of search results on LWR sites and simplifies the search configuration process. It allows users to apply filters only to show the required search results. Moreover, search configurations can be saved & utilized across multiple sites.

To customize the Search Results page for the current site, follow these steps:

Step 1: Navigate to the Results Layout component properties panel.
Step 2: Choose "Customize Search" from the Select Configuration (Beta) menu.

To search more in detail:

Step 1: Select Search Manager (Beta)
Step 2: Build a new search configuration according to your preferences.
Step 3: Choose the objects you wish to display and filter out unnecessary fields

 

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Enhance organic traffic with improved SEO using new URL configurations. Generate SEO-friendly slugs for custom object pages on your LWR site, replacing record IDs with readable information.

Previously limited to Product and Catalog pages, now enable "Use SEO-friendly URLs" in Preferences to leverage slugs.

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You can now get a detailed overview of your site's evolution and track the individual responsible for each modification.

The ChangeHistory feature provides a sequential timeline of publication dates for your Aura or LWR site, capturing every alteration made to domain configurations linked to your site.

 

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Salesforce has rolled out a highly beneficial UUID class that helps make unique version 4 (UUIDs) that work across different systems & apps.

The UUID is created using a cryptographically robust pseudo-random number generator & represented as 32 hexadecimal values.

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With the null coalescing operator (??), the left argument is retrieved unless it's null, in which case it falls back to the right argument.
Like the safe navigation operator (?.), it simplifies code by removing the need for verbose null checks.

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LWC now uses babel/core and babel/parser to compile code. Custom components (LWC API Version 60.0+) should adopt native rest & spread syntax for better performance instead of relying on the Babel transpiler.

Moreover, update your component API version to use native syntax.

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In LWC API version 60.0 and beyond, decorators can only be used within components that extend the LightningElement class. If you're using decorators in other classes, you must remove them.

 

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1. Configure behavior, presentation, & enable filtering for precise record selection.
2. Increased record retrieval limit to 100, up from 50.
3. Enhanced error messaging for invalid configurations.
4. Added support for new attributes.
5. Utilizes GraphQL wire adapter for offline functionality.
6. Compatible with both desktop and mobile interfaces.

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With the LWC Workspace API, you have better control over tabs and subtabs in your salesforce Lightning console app, & it's generally available with some improvements & bug fixes since the beta release.

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You can control how often your customers can use your coupons. You can set a limit on how many times one person can use them and a total limit for everyone combined.

When the coupons hit that limit, they won't work anymore.

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Enable guest access in one click with Salesforce, allowing unauthenticated visitors to browse and buy from your store.

For B2C shops, it's a must-have, while for B2B, it's optional, granting access to unregistered buyers. Salesforce creates a guest user profile, configures ExperienceBuilder, and sets up default checkout options. Just make sure Person Accounts are enabled beforehand.

 

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Salesforce for Outlook will be fully retired in June 2024. To stay current with the latest integration options for Microsoft Outlook, consider transitioning to our next-generation products: Outlook integration & Einstein Activity Capture, offering users enhanced functionalities & capabilities.

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When a sales rep’s email suggests meeting times, the available slots are displayed as clickable boxes. The recipient can click on a box to select their preferred meeting time. This revamped format of time slots ensures better efficiency.

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Logging emails and events in Outlook Gmail is now easier for users without the Exchange Admin Center. Instead of creating your associations, you can quickly accept suggestions.

When reps send or receive emails or log events, you receive details such as who and what to link them with, along with email attachment details, which are automatically logged.

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API versioning on Custom Lightning web components ensures that the LWC framework acts as it did during the Salesforce release linked to that version.

This helps salesforce developers roll out bug fixes and performance enhancements and minimize old features more smoothly.

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Using an easier setup experience in Sales Planning, you can:

1. Start with your sales planning routine effortlessly
2. Utilize the newest Salesforce data and boundaries
3. Manage boundaries at different levels easily

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Assign geographical boundaries, such as countries, states, or postal codes, to your sales representatives, directing their focus exclusively to records within the boundaries they own.

 

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Give your team the authority to manage sales plans and work on specific aspects of the hierarchy in SalesPlanning, ensuring they get the right input from their resources.

TEAMMATE’S GOAL	REQUIRED PERMISSION SET	AUTHORITY THAT THE PERMISSION SET PROVIDES
Administer Sales Planning	Sales Planning Admin	Enable and disable Sales Planning features create, read, update, and delete sales plans share and publish sales plans determine whether to designate others as co-administrators
Process data as the OAuth user
Manage sales plans	Sales Planning Ops Manager	Create, read, update, and delete sales plans and manage assignment objects add and manage allocation metricsShare and publish sales plans
Edit or view specific areas in hierarchies	Sales Planning Ops Analyst	For editors: Create, share, and view hierarchy nodes and their descendantsUpdate assignments and allocations viewers: View hierarchy nodes and their descendantsView assignments and allocations

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View all account activity, opportunity metrics, cases, and logged activities in one place with the Account Intelligence view, eliminating the need to navigate to individual records via a simple view on the account home page.

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In the Lightning report builder, you can move multiple columns simultaneously, previously only possible in Salesforce Classic. This makes organizing reports easier and more efficient in the Lightning interface.

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Previously, you had to delete the old filter and add a new one. But now, with the Spring '24 release, you can simply select the new field you want to filter on without starting over.

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Salesforce users can now use up to five filters on Lightning dashboards, making it easier to customize data for different teams. This means one dashboard can serve multiple purposes by maintaining old filters and adding new ones.

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1. You can now explain charts,  describe metrics and KPIs, clarify tables, add company logos and branding, or embed images directly into your #dashboards.

2.  You can use section titles, descriptive text, and animated GIFs to guide users through the data.  

3. Dashboards can now hold 25 widgets, allowing for 20 charts/tables, 2 images, and 25 rich text widgets.

This makes it easier to organize and present your data visually and engagingly. Give it a try!

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You can show information from connected objects using lookup relationship fields in the Lightning App Builder. Just drag cross-object fields from the component palette onto your record page to display associated information easily.

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Starting from Spring '24, you can easily transfer ownership of important dashboards when someone leaves the company. 

This feature eliminates the hassle of cloning and recreating, giving the new owner full control of the dashboard.  You can do this for multiple dashboards at once, making it easy when employees leave.

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You can now control Lightning record pages by restricting field visibility based on device form factor, allowing you to determine which fields are visible exclusively on mobile or desktop devices.

This granular control, previously limited to sections and components, now extends to individual fields.

 

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A warning message will now appear while selecting the multi-select picklist field type to create a custom field. 

This new update will help users review the limitations associated with multi-select picklist fields, ensuring informed decision-making before proceeding.

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With the Spring '24 release update, adding fields from a parent record onto a child record got simpler.

Now, you can directly add fields from a related record on a Lightning Page if they have a lookup relationship, eliminating the need to create a formula field or use a “Quick Update” action.

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The Repeater Component (Beta) in Screen Flow transforms the tedious task of entering data across multiple screens. It’s an absolute game-changer for flow builders that capture repeat data in a single screen, offering a seamless & hassle-free experience.

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With the Spring '24 release, you can now validate user-entered values for more screen flow components such as Name, Address, and Data Table components, along with personalized error messages to guide the user when a validation error occurs.

Note: Input validation is not supported for choice-based components like Radio Buttons.

 

 

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#1MinRead #Salesforce Create a listview for DataWeave resources in your org to view deployed scripts in your namespace. Choose to monitor fields like Resource ID, Name, Namespace Prefix, and API Version for effective tracking.

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#1MinRead #Salesforce Base Lightning components now feature enhanced color contrast for non-text UI elements, including buttons, checkboxes, and links, aligning with accessibility standards to aid low-vision users. Custom components can ensure visual consistency by implementing global color styling hooks when necessary.

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#1MinRead #Salesforce With the Omni-Channel Wallboard, supervisors gain a holistic view of real-time agent and work metrics on a single, centralized page to detect bottlenecks, idle resources, wait times, issues, and more for efficient decision-making.

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#1MinRead #Salesforce  Agents can now pause tasks they're not currently working on in organizations using capacity-based systems, preserving their available capacity.

The agent interface has been redesigned to offer a more intuitive view, replacing old console tabs with an inbox-style layout, making managing and switching between tasks easier. You can easily see open, paused, and updated work items in the widget and work on them with a simple click.

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#1MinRead #Salesforce Omni-Channel's revamped UI offers a more efficient agent experience with an inbox-style layout for better work item status visibility. This enhancement enables seamless agent workflow, allowing them to pause tasks for more urgent items & provides supervisors with a streamlined summary wallboard.

To enable this, go to Setup-->Omni-Channel Settings-->Enhanced Omni-Channel Routing.

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#1MinRead #Salesforce Adding an API version to a custom component guides the LWC framework to work similarly to the Salesforce release linked to that version, ensuring compatibility.

Versioning helps introduce new features, fix issues, and enhance performance while also enabling the removal of outdated features

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#1MinRead #Salesforce Dynamic component creation enables you to build components only when required, preventing unnecessary loading of large modules. You can also build a component when you don't know which specific component to use until your code runs.

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#1MinRead #Salesforce Enqueue only one instance of your async Queueable job to prevent conflicts based on a unique signature. Adding multiple jobs with the same signature will cause an exception.

Use QueueableDuplicateSignature methods to create a unique signature and enqueue jobs using System.enqueueJob().

It applies to Lightning Experience and Salesforce Classic in specified editions.

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#1MinRead #Salesforce The AccessLevel.withPermissionSetId() method now works with database and search operations controlled by a permission set. You can now use a permission-set ID with the new Security.stripInaccessible() method in Apex. This enforces field-level security and object permissions alongside the user's permissions. 

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#1MinRead #Salesforce Wait for Amount of Time and Wait Until Date elements are now available in auto-launched flows, schedule-triggered flows, and orchestrations & and the Advanced Pause element has been renamed to Wait for Conditions; all the Wait elements are now grouped in the Manager for easy access.

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#1MinRead #Salesforce Reactive display text lets you easily display the results of your reactive formulas, show details from a Data Table selection, or give a quick summary of users' actions on a screen, all using the Display Text component.

How to use: Enable "Opt-In to Reactive Display Text Beta" in Setup > Process Automation Settings. Add a Display Text component to a screen and configure it to react to other components on the same screen.

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#1MinRead #Salesforce Choice components can respond to user selections by automatically pre-selecting options through default values with formulas. They can also respond to record selections in data tables, enhancing user interaction on the same screen.

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#1MinRead #Salesforce Summer '23 Release now offers support for creating reactive single-screen apps, enhancing user experience with minimal screens by configuring components to react to changes within the same screen, eliminating the need to transition to the next screen.

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#1MinRead #Salesforce Adding "Create" and "Update Record" quick actions to a related list on a record page enables mass updates for admins and users, handling up to 100 records simultaneously and boosting productivity.

 

 

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#1MinRead #Salesforce Now, your mobile users can enjoy the same Dynamic Forms experience on their mobile devices as desktop users.

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#1MinRead #Salesforce To maintain security standards, you must now provide a name and email address for Chatter email notifications. Failure to do so will result in Chatter email notifications not being sent.

Starting from Winter 24, Chatter emails won't be sent from orgs that haven't filled in the "From Name" and "Email Address" fields in Chatter Email Settings.

 

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#1MinRead #Salesforce Allows faster issue resolution by displaying actionable error messages related to permission-set groups on their detail page.

Also, manual recalculation is now possible for permission-set groups in a failed status after deployments or package updates, eliminating the need to make unnecessary updates to trigger a recalculation.

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#1MinRead #Salesforce Create reports on custom permission sets and permission set group assignments for effective user management.

View users in specific custom permission sets/groups or review individual assignments with reports.

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#1MinRead #Salesforce Now, you can see how many permission set groups are added in a specific permission set, helping you estimate the impact on users before modifying a permission set.

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#1MinRead #Salesforce The Backup and Restore managed package is now called Salesforce Backup, offering the same backup and restore features.

The documentation reflects the new name, but some old branding may still be visible in a few places during the transition.

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#1MinRead #Salesforce Salesforce update limits who can use flows, requiring specific profiles or permissions.

It also eliminates the FlowSites license and enhances flow security by restricting access to authorized users only.

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#1MinRead #Salesforce Salesforce Essentials and Professional Edition users will benefit from more active & data flows for seamless Workflow Rule to Flow Builder migration.

Impacted organizations will be notified about more details via message; if not, contact the customer support team.

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#1MinRead #Salesforce In Flow Trigger Explorer, use filters to find specific record-triggered flows with ease by narrowing down results based on their status, package state, or process type.

 

 

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#1MinRead #Salesforce In screen flows, you can now refresh component values (choice, Date, Number, etc.) when users navigate back and forth, enhancing data accuracy and user experience.

 

 

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#1MinRead #Salesforce With the Winter 24 release, you can save partially built elements in flow without errors. It now gives a warning instead of forcing you to complete them or add random values to save and close.

 

 

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#1MinRead #Salesforce With the Winter '24 release, say goodbye to the dashboard dilemma!

Now, you can smoothly hand over ownership of a dashboard, and the new owner gets full control of it. No more need to clone or recreate when the creator moves on to other responsibilities.

 

 

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#1MinRead #Salesforce Simplify permission set management and enhance visibility when viewing a Permission Set by easily displaying all enabled object, user, & field permissions on one page and identifying linked permission set groups.

 

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#1MinRead #Salesforce Salesforce's Custom Error element allows for displaying custom error messages within record-triggered flows for advanced validation & error handling, including preventing record deletion.

 

 

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#1MinRead #Salesforce Salesforce Maps Lite helps sales teams stay on track by optimizing physical and virtual visits to clients, contacts and leads.

Locating customers and prospects on a map enhances route efficiency, reduces travel, and minimizes scheduling gaps, empowering reps to surpass sales targets

 

 

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#1MinRead #Salesforce Salespeople now have an improved To-Do list to work smarter. 

1. Filter tasks by importance, such as focusing on key accounts and their contacts. 

2. Sorting keeps crucial information at the top. 

3. Finding tasks is now easier with new search options.

4. Using context-sensitive actions for each task makes getting things done easy.

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#1MinRead #Salesforce In the Contact Intelligence View, users can see all their contacts activities, make changes, and update records, all in one place.

This makes it much easier and more efficient to work with contacts compared to the old    way where users had to navigate to individual records to take action.

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