Our pick of the top new features from Winter '24

Salesforce releases deliver new features, enhancements, and bug fixes to the Salesforce platform. These releases occur multiple times a year and are designed to provide users with the latest capabilities and innovations to help them make the most of the Salesforce ecosystem.

  • Published 22 Jan 2024
  • 3 mins read
Our pick of the top new features from Winter '24
Table of contents
Article Highlights
  • Permission Set updates are crucial as Salesforce begins phasing out profile-based permissions, signaling a significant shift towards more granular and configurable security measures in user management.
  • The expansion of Dynamic Forms to more standard objects allows for enhanced customization of user interfaces using Lightning Web Components, which is vital for creating more intuitive and responsive experiences.
  • Salesforce introduces Custom Error action in Flows, which equips administrators with tools previously reserved for developers, such as the ability to create complex validations and generate detailed error messages without writing code.

The primary purposes of Salesforce releases include:

  • Innovation
  • Platform stability
  • User engagement and adoption
  • Staying competitive
  • Customization and personalization
  • Ecosystem integration
  • Development.
Salesforce’s latest release is its Winter ‘24 one. According to Salesforce, the Winter ’24 release helps you work smarter with new product innovations built on AI, data, and CRM.
With so many improvements coming with this release, we will break down the top feature highlights that stand out for us at Hutte.

Improvements to Permission Sets

This release boasts an unprecedented surge in permission updates. Given the forthcoming phasing out of profile-based permissions, it's crucial to remain informed about the most recent alterations to permissions.

Custom report types

Generate a personalized report type with Permission Set Assignment as the principal entity. This report lets you observe all users allocated a distinct Permission Set or belonging to a Permission Set Group.

Enhanced visibility awaits you as you explore a Permission Set, presenting all active objects, user permissions, and field access in a unified layout.

Pick a Permission Set and opt for "View Summary (Beta)" for a streamlined experience.

Regarding resolving issues with Permission Set Groups, the latest actionable error message is now on the “Detail” page. Additionally, you can manually initiate a recalculation.

Object names and user access policies

The Object API Name and Field API Name are presented alongside the object and field labels to differentiate objects and fields with similar names.

Regarding user access policies, it empowers you to define access for user groups straightforwardly, all within a single operation.

For instance, you can designate a user group for either granting or revoking access to:

  • Permission Set licenses
  • Permission Sets
  • Permission Set Groups
  • Package licenses
  • Queues
  • Groups.
Admins can also include up to three Permission Sets, Permission Set Groups, or managed package licenses in your user access policy filters.

Dynamic Forms

Salesforce has expanded the functionality of Dynamic Forms to encompass a wide array of standard objects. This expansion primarily covers most of the standard objects enabled with Lightning Web Components (LWC).

To determine whether an object supports Dynamic Forms, edit the “Record” page in the Lightning App Builder. Finding the "Fields" tab within the component panel signifies that Dynamic Forms are available.

Complex validations in Flows

Traditionally, to execute complex validations, Developers use Apex triggers. However, with the new Custom Error action, Admins can build complex validations and surface meaningful errors like Apex triggers.

The error messages thrown by the Custom Error action are displayed in a popup window on the “Record” page or as an inline error on a specific field, depending on how the action is configured.

You can also configure this action to throw multiple errors by using just one action within which you can specify numerous errors.

Article Answers AI

Article Answers seamlessly integrates machine learning and conventional search techniques to analyze the unstructured text inputs provided by your customers. It then presents pertinent information from your knowledge articles directly within the bot conversation.

By configuring Article Answers, you can swiftly create a bot for frequently asked questions (FAQs) or establish a connection between a bot and your knowledge base using a single bot dialogue.

Dynamically import Lightning Web Components

Utilizing dynamic component creation enables you to avoid loading substantial modules that are unnecessary for all use cases.

Furthermore, you can generate a component instance where the underlying component constructor is only determined during runtime. Dynamic importing presents a convenient resolution for enhancing component customization.

Generate call summaries with Einstein GPT

Users of Einstein Conversation Insights can now generate summaries for voice and video calls.

Leverage Einstein GPT's capabilities through the new “Summary” tab on call records, which enables the creation of customizable summaries that encompass follow-up actions and customer input.

These GPT summaries can be shared to facilitate smoother team collaboration within the ongoing workflow.

Hyperforce Assistant

The Hyperforce Assistant makes migration to Hyperforce effortless. This assistant is now readily accessible for both production and sandbox organizations.

Sign up for a prerelease environment

You can sign up for a prerelease environment, which will allow you to explore all of Salesforce's released features.

You can also check out the “Release Resources” page to help you prepare. 
Ready, set, explore!

Last updated: 10 Jul 2024