Salesforce Release Winter 2024
We have summarized the most important new features of the Salesforce release for you.
Short and sweet
The Salesforce Winter Release 2024 is just around the corner and, as every year, brings a number of new features, improvements and innovations. The release was rolled out over several weeks, in different instances. Salesforce published the release on the following weekends:
First weekend: 06 October 2023
Second Weekend: October 13, 2023
After that, the updates are available in all Orgs available. We have summarized the most important innovations for you in highlights. For more detailed information, you can download the detailed Release Notes from Salesforce.
MFA as a fixed part of the login
Users:inside are contractually obligated to provide a Multi-factor authentication (MFA) to use. To help customers meet these requirements, Salesforce is now enabling automatically the MFA for all instances that have not yet implemented this.
This change becomes mandatory in the Summer 2024.
Create flows easily without code using external data sources
The new "Transform Element" at "Flow Builder" allows users to easily merge and customize information from multiple sources. With this easy-to-use solution, you can update records without programming skills, minimizing manual entry. You can also create automated processes that access information not stored directly in Salesforce.
Want to dive deeper into the new update? Then you will find here concrete examples.
Save yourself time with Reactive Screens
With "Reactive Screens" makes the experience smoother and easier for your users. Instead of constantly loading new pages, content adapts in real time. This saves you development time by allowing you to reuse building blocks, and makes the user experience more convenient by reducing the number of clicks. It feels like you're working on one continuous page.
Want to dive deeper into what's new? Read more here about Reactive Screens.
Create Custom Error Messages in Flows
Use the new element "Custom Error Message"to create specific error messages for your users. The messages explain Your users, what error has occurred and how to correct it. The associated record change is undone. In addition, error messages can be generated for Pre-storage- and Post-storage flows be created.
The star of the Winter Release 2024: AI
Whether at Dreamforce 2023 or in the Salesforce Winter Release - the topic of artificial intelligence is more present than ever. We present the most important innovations.
AI would not exist without the power of your data. However, it was revealed that for some companies, approximately 71% of the applications are not connected and the data is therefore not usable in a linked way. However, Salesforce can bring these applications together so you can use it in your AI.
That is why there is the Salesforce Einstein 1 Data Cloud. It allows companies to connect all of their data to gain a consistent picture of their customers, as well as incorporate AI, automation, and analytics into every customer experience.
Einstein 1 is the foundation for the next generation of all Salesforce CRM applications and now includes Einstein Copilot - A dialog-based AI assistant that securely and reliably uses business and customer data.
As with many new technologies, there seems to be a so-called trust gap. It turns out that 52% of customers don't believe that AI is safe – and that's because it handles sensitive data. That's why Salesforce is committed to protecting customer data. How? With the help of the "Einstein Trust Layer". A secure AI architecture natively integrated with the Salesforce platform. Einstein Trust Layer meets the highest security standards. So your teams can benefit from generative AI and your customer data remains protected.
Slack is the productivity platform that transforms people, their everyday communications, and the way they work. Now increase sales productivity with Slack Sales Elevate, an offer specially developed for sales teams.
Now everyone can automate, whether with the simple "No-Code Workflow Builder" or through apps in Slack.
Use native AI functions to increase productivity.
Help teams track their collaborative work, with Slack lists.
Productivity is about enabling everyone to do their best work. Slack makes this possible by connecting teams, customers, partners, apps, data and systems in one intelligent productivity platform.
Einstein uses your sales data to personalized emails for generating contacts and leads, a method known as Grounding is designated. Einstein GPT for Sales can save you time this way. The emails are even composed in your own style and tone - with just one click.
You want to learn more about it? Then have a look at here the Sales Cloud demo video.
Because customers and prospects are displayed on a common map, your sales staff can easily identify the customers they are interested in:
Plan your routes more efficiently.
appointments closer together and thus make the best use of their time.
In the "Contact/Lead Intelligence View." users:inside can "Contact/Lead Activities. view at a glance, take direct action, and update records. Previously offered "Contact/Lead Home" only simple list views. This required the user:inside to navigate to individual records to take action.
Take advantage of the new functions of Einstein GPT for service the performance of generative AI.
Einstein bots answer customer FAQs using their knowledge base.
Convert Entertainment data into service statistics and create bot intents with the Einstein entertainment analysis. Use email conversations or associated transcripts to create reports.
With the Einstein Response Recommendation you get AI-powered answer suggestions based on your level of knowledge.
The updated Omnichannel now offers you a better user experience. Because with the "Advanced Agent" view employees can work more easily and in a more structured way. They can even pause their tasks when more pressing matters are at hand. With the "Advanced Supervisor" Overview you can see all activities of your employees at a glance.
Where. The update is available for Lightning Experience in Professional, Enterprise, Performance, Unlimited and Developer versions.
How? Just go to the Omnichannel settings and select "Advanced Omnichannel Forwarding".
Good to know: Messages, calls, and bots are already compatible. If you want to use chat in the enhanced version, just upgrade from chat to messages in the app. For messages, update the standard channels to the enhanced versions.
Write articles easily and effectively, and optimize employee interaction with articles by controlling content visibility. Learn more here.
Activate the Lightning Article Editor and the Article personalization: The new Lightning Article Editor provides a richer and more user-friendly experience, while article personalization tailors your knowledge content to your business needs and increases employee productivity.
Knowledge articles that contain large blocks of text can overwhelm both readers and article authors. With Accordions, which is now in Knowledge articles article authors can divide long content into expandable and collapsible sections and give the sections a title. Expandable and hideable sections allow authors to logically transform text-heavy content into content that can be more easily consumed by readers and other authors.
Field Service Lightning
Field Service Lightning now keeps mobile workers informed with AI summaries. Work time management and scheduling tools have been optimized, and new insights into maintenance needs now increase the efficiency of your business.
Barcode scanning: Use the app to scan barcodes instead of entering numbers manually. Ideal for managing inventory, for example.
Easier linkingDeep linking makes it easier to share data between different parts of the app or from other apps. This saves time and reduces errors.
Customizable menu bar: Customize the menu bar of your app according to your needs. Previously this was not possible.
Automatic time stamps: Keep track of your employees' exact arrival and departure at the job site. These timestamps also work offline and are more accurate than manual entries.
Multitasking on Android tablets: Work more conveniently by displaying two apps on the screen at the same time. No need to switch between apps.
With these functions, the use of Field Service Mobile more efficient and user-friendly.
You now have the ability to customize and adapt your service documents to your business. The new documents offer previews, signature functions, image integration and PDF creation. With the document generator, you simply drag building blocks into a template to design matching documents. You can also develop your own elements to get exactly what you need. In addition, special data fields can be integrated to include all important information from other data sets.
Where: This change applies to Lightning Experience, Salesforce Classic, and all Enterprise, Unlimited, and Developer Edition versions of the mobile app.
Like: Under Setup, in the Quick Search box, type Field Service Settings, and then select the check box Activate document generator. You will receive a notification that your company is registered. After registration, you can start creating service document templates. Only Salesforce administrators with access to the Setup menu can access the generator interface and create service document templates.
The extended Planning and optimization helps you address business priorities by controlling service resource workloads using work capacity limits. Multi-day work tasks are now supported by advanced scheduling and optimization. You can also combine service appointments at the same location when scheduling.
If you used Salesforce prior to Summer '23, you can move to advanced scheduling and optimization with a simple flow. Enhancements to the workforce management tool provide search and filter capabilities to help you find the service resources and skills you need for your workforce.
Gantt enhancements to the dispatcher console improve usability and dispatcher productivity.
Set maintenance rules based on how things are used. For example, you can schedule maintenance on a car based on how many miles it has driven or how many hours a machine has run since it was last checked.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer Editions.
Share content from all areas of your work with your LWR website (Lightning Web Runtime). All LWR websites you create now offer additional features:
With the Experience Builder you can add individual designs via CSS to each component.
You can now own rules that determine when which components are visible.
A new folder in the "DigitalExperiencesBundle" makes it easy to change the general design of your website.
The registration for all your Experience Cloud Websites is now faster and more secure.
B2B Commerce Cloud
Customers can now purchase up to 2.000 items in their shopping cart.
Thanks to Einstein Generative AI the most frequently purchased products are now automatically suggested to your customers.
Creating your store is now even easier and works almost automatically thanks to new setup tools.
Shopping will be more convenient for customers: shorter loading times on product pages, guest access for viewing order information and better market overviews.
Media access from all CMS areas and better search engine friendliness through individual web addresses.
Orders can be placed on behalf of customers and registration can be optimized.
You can find more detailed information here.
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