What’s New in the Salesforce Summer ‘24 Release? Find Out!
The Salesforce Summer ‘24 release notes were out back in April. While two release weekends have passed, the final one is just around the corner (scheduled for June 14). If you haven’t updated your Salesforce instance yet (in case you are eligible), it's high time you do it.
For others still waiting for the upcoming weekend, update yourself with the latest features and decide which ones will make your day-to-day operations easier. In this blog, we’ve compiled major Salesforce Summer 24 release highlights from different offerings so you can keep track of all the updates in one place.
Salesforce Summer 24 Release Timeline
Summer 24 Release Timeline (Source: Salesforce)
Admin Updates in Salesforce Summer ‘24 Release
Salesforce has brought exciting Salesforce Summer ‘24 release features for admins to simplify workflow and eliminate usage complexities. Here are the Salesforce admin features and updates you should be aware of.
1. New Automation Lightning App: Take automation management to the next level with the new Automation Lightning App. Give users a centralized view of flows, error logs, community resources, and more, eliminating the need to navigate the setup menu.
2. Automate Like a Pro with Einstein for Flow: Task automation got much easier with Einstein for Flow. Now you can go ahead and describe your workflow and Einstein for Flow (Beta) will generate a draft for you!
Take the help of Einstein to build draft flows (Source: Salesforce)
3. Smarter Formulas with Einstein: Einstein for Formulas just got upgraded in the Salesforce Summer 24 Release! It now explains existing formulas and even suggests fixes for errors.
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4. Dynamic Forms Get Even More Dynamic: Now add custom fields to standard objects and leverage dynamic actions for a more personalized UX. Additionally, there is no more need to write complicated code to enhance your page’s functionality.
5. Use Blank Spaces to Align Fields: Use the all-new Blank spaces component to add vertical spacing between fields and, when combined with the "Align fields horizontally" property.
📚Read More: Hottest Admin Updates in Salesforce Summer 24 Release
Top Salesforce Summer ‘24 Features for Developers
Salesforce has made several enhancements in Apex and LWC in its recent release. Take advantage of these Summer 24 release features to elevate your development game:
1. Simpler Custom Form Controls: Building custom forms just got easier in the Summer ‘24. With LWC API version 61.0 and above, you can now take advantage of the standard ElementInternals web API. This enables creating custom form controls that behave just like standard HTML forms, streamlining the development process.
<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>58.0</apiVersion>
</LightningComponentBundle>2. Use Cursors for Expanded SOQL Query Result Support (Beta): To address the limitations of batch Apex, Salesforce has introduced cursors in the Summer ‘24 Release. The Apex cursor can break up the processing of SOQL query results into manageable pieces that fit within a single transaction.
3. Evaluate Dynamic Formulas in Apex (Beta): By using the new Formula.builder() method in Apex, you can now construct dynamic formulas that utilize SObjects as the context object. This method allows you to configure the formula and retrieve referenced fields using the getReferencedFields() method.
FormulaEval.FormulaInstance likelyBuyer = Formula.builder()
.withType(Account.SObjectType)
.withReturnType(FormulaEval.FormulaReturnType.BOOLEAN)
.withFormula('AnnualRevenue > 10000 AND ISPICKVAL(Industry, "Biomechanical")');4. Streaming API Versions 23.0 Through 36.0 Are Being Retired: If you're using streaming API versions 23.0 through 36.0, it's time to upgrade. These older versions are scheduled for retirement in Winter '25 and will no longer receive support.
5. Simplify Site Navigation on Mobile Publisher for LWR Sites (Beta): Now enhance your customers' navigation experience in Mobile Publisher for Experience Cloud apps on the LWR platform by displaying the hamburger menu and back button. Customize these navigation options for your LWR site by using the newly introduced getNavigationConfig wire adapter.
📚Read More: Top Salesforce Summer ‘24 Features for Developers
Salesforce Flow New Features and Updates in Summer ‘24 Release
From changes in the Flow creation wizard to the launch of new features such as the Action Button, several new updates have been added for Flow users. Here are the important Salesforce Flow new features and updates to explore:
1. New Flow Creation Wizard: The flow creation wizard has been revamped. Instead of scrolling through all types and templates in one window, choose whether to start from scratch or use a template.
2. More Flow Types to Choose From: Choose from a wide range of Flow types besides your standard screen flows, auto-launched flows, and triggered flows.
Select a Flow Type (Source: Salesforce)
3. Action Button Component (Beta): Now add an Action Button to a screen to run an auto-launched flow, which can retrieve or process data and make it available for other components.
4. Flow Repeater Component Available: The Flow Repeater component is now generally available, supporting most standard Salesforce components, conditional visibility, input validation, and help text. Debugging flows with Repeaters is also easier thanks to new debug info.
Set Component Visibility in Flow Repeater (Source: Salesforce)
5. Check for Duplicates Before Creating a Flow: You can now check for duplicates before creating a flow by matching records against a set of criteria in the Create Records element. Choose whether to skip or update matching records to prevent duplicates and ensure data accuracy.
📚Read More: Top Salesforce Flow Features in Summer '24 Release
Analytics Updates in Salesforce Summer 24 Release
There have been several analytics updates in Salesforce summer 24 release notes. The updates are spread over various analytics apps and features in Salesforce such as: Lightning reports and dashboards and Data Cloud reports and dashboards CRM Analytics, Intelligent apps, and Tableau.
1. Post From CRM Analytics To Slack: Now directly share CRM Analytics dashboards and lenses, including intelligent app dashboards in Slack. Or post a link with quick action buttons such as view details, share, subscribe, and download from Slack.
Post from CRM Analytics to Slack (Source: Salesforce)
2. Access Analytics Collection in Lightning Pages. A collection can include CRM Analytics dashboards and lenses, Lightning reports and dashboards, and Tableau.
3. Summarize Complex Data with Matrix Reports: Gain a comprehensive view of your data by grouping Data Cloud records in a matrix format. For example, identify customers’ shopping patterns by adding a row grouping for event type and a column grouping for product category in a matrix report.
4. Analyze Linked Data from Data Cloud Reports: Data Cloud reports now support unified link objects that are key to identity resolution, so you can review records from a unified object and related source objects in the same report.
5. Export More Records from Data Cloud Reports: You can now export up to 50,000 rows from a Data Cloud report using the .csv, .xls, or .xlsx file formats. This limit includes totals and subtotals. Previously, the limit was 2,000 rows.
Export More Records from Data Cloud Reports (Source: Salesforce)
6. Build More Granular Reports on Calculated Insights: To get deeper insights from a calculated insight object, you can add up to five dimensions as groups to a calculated insight report compared to three dimensions (previously). With this enhancement, you can define non-aggregatable measures with higher precision, such as ranking.
7. Unlock Insights from Unstructured Data: Sometimes the relevant customer information that you capture, such as call notes and chat transcripts, resides as unstructured data in your data source. With Data Cloud reports, you can process unstructured data in a data model object (DMO), analyze it, and report on it.
8. Add Calculated Fields to Your Data Cloud Reports with Einstein Generative AI : Describe a calculation in simple terms, and Einstein discovers the relevant data and suggests a formula. Previously, constructing formulas for calculated fields required expertise in data models, objects and fields, available functions, and the various limitations of data types and formula types.
Add Calulated Fields to Data Cloud Reports with Gen AI
(Source: Salesforce)
9. Amplify Visual Impact In Waterfall Charts with Conditional Formatting: Help users quickly spot areas of interest and get deeper exploration of their data by adding conditional formatting to waterfall charts. Previously, your data had to be configured with other supported chart types that weren’t as compelling with displaying how positive and negative changes impacted initial data values
10. New Dashboard Lightning Web Component (Generally Available): Embed your CRM Analytics dashboards in Lightning Experience pages with the new, native CRM Analytics Dashboard Lightning web component. The component works seamlessly in Lightning Experience pages and LWR sites. For example, customers can view visualizations of opportunity data alongside their opportunity information.
Salesforce Experience Cloud Updates in Summer 24 Release
Salesforce rolled out some crucial updates for Experience Cloud users. These Experience Cloud feature updates will improve user experience, site performance, security, and more. Check out the key highlights from the latest release below:
1. Enhancements in LWC and Aura Components: The Summer '24 Salesforce Experience Cloud updates bring exciting new features to enhance user experiences, streamline workflows, and boost productivity. Here are quick highlights for you:
a) Admins can now link their LWR sites to Data Cloud for comprehensive user data collection, profile building, and personalized experiences.
b) Experience Builder now allows businesses to customize forms and buttons on their LWR sites, showcasing their brand identity.
c) The Summer '24 release enables users to create flexible layouts, arranging columns side-by-side or stacked for different devices.
Change Layout for Every Screen Size (Source: Salesforce)
d) The new Search Manager feature improves search result relevance on LWR sites by allowing filter configurations.
e) Salesforce's new URL customization features enhance SEO by allowing admins to create readable slugs for account and contact pages.
f) Users can now refine the appearance of AI-generated search answers on their site's search results page using the Results Layout component.
g) View-dependent picklist Updates During Record Edits
h) Partners can now compose sales emails using Einstein generative AI within Experience Cloud Aura sites.
2. New Features in Mobile Publisher: To enhance customer app creation and app distribution across multiple platforms, Salesforce has added several features in Mobile Publisher. This includes:
User Opt-in Biometric Login (Beta)
Snapshot Prevention
Compliance with Google’s Requirements
Legacy Managed Public Option for Android Apps Discontinued
3. Design System Architecture Updates: Salesforce is updating the internal implementation of Salesforce Lightning Design System (SLDS) styles and custom properties to support future UI enhancements.
These changes affect both standard and custom Lightning components in site templates. Most users are fine, but if you customize component styles with CSS, you'll need to update them using supported methods.
📚Read More: Discover What's New in Experience Cloud in Summer ’24 Release
Key Einstein Updates in Salesforce Summer '24 Release
Salesforce has rolled out several enhancements in Einstein. Here are some of the major Salesforce Einstein features to keep yourself updated and ahead of the competition:
1. Generate Formulas for Reports: Generate formulas for your reports automatically with Einstein's AI suggestions.
Generate Formulas for Reports with Gen AI (Source: Salesforce)
2. Empower Mobile Workers: Tailor AI-generated pre-work briefs using Prompt Builder to ensure field technicians are fully prepared.
3. Automate workflows faster (Beta): Describe your automation needs and let Einstein recommend workflows, triggers, or tasks to streamline processes.
4. Extract contract data accurately: Improve data extraction from uploaded files by modifying default field descriptions with Contracts AI.
5. Personalized sales emails at scale: Effortlessly create impactful sales emails using Einstein Sales Emails and custom Prompt Builder templates within Experience Cloud Aura sites.
Draft Personalized Sales Emails with Einstein (Source: Salesforce)
Additional Highlights:
Einstein Conversation Insights: Gain valuable insights from sales calls and meetings with the power of generative AI.
Einstein for Sales: Draft personalized emails, visualize contacts in relationship maps, and leverage automatic contact information enhancement.
Einstein for Service: Revolutionize customer support with features like Einstein Conversation Mining, feedback summarization, and multi-language work summaries.
Einstein for Service Catalog (Beta): Enhance customer self-service with Einstein CoPilot, which helps users find solutions without needing agent assistance.
Salesforce OmniStudio Summer ‘24 Release Updates
OmniStudio release notes were out long back. Now it's time to implement those updates. If you haven’t updated yet, consider these pointers and readily implement them to benefit from these changes:
OmniStudio Summer 24 Updates
1. Easily and Accurately Complete Address Fields: Now you can quickly fill out address fields in OmniScripts with Google Maps data. Upon typing an address, a user can select from the matching addresses displayed, and the remaining address fields are automatically filled.
2. Make Secure HTTP Outbound Calls to AWS VPC: OmniStudio Standard now supports Salesforce Private Connect for HTTP Actions in Integration Procedures. Use Private Connect to make secure outbound HTTP calls from an OmniStudio org to an external service on AWS Virtual Private Cloud (VPC). In the HTTP action of an Integration Procedure, specify a named credential with an outbound network connection to AWS using Private Connect.
3. Remove Duplicates Within a List When Merging Lists: To merge two lists in a List Action of an Integration Procedure, designers can now specify whether to merge entries within a list if it has duplicate entries. To disable merging entries within a list with duplicates, select Prevent Intra List Merge in the Design view of a List Action property.
3. OmniStudio DataRaptor Has a New Name: DataRaptor has been renamed to OmniStudio Data Mapper. The new name appears in feature names and labels in OmniStudio designers, documentation, and Trailhead modules. APIs, object fields, signatures, and URLs with "dataraptor" remain unchanged to ensure existing implementations continue to work.
4. Configure New Order Save Behavior During Upgrade: Before upgrading the OmniStudio package from Spring ‘24 or Summer ‘24 to Winter ‘25 or any patch release, disable New Order Save Behavior, complete the upgrade process, and then re-enable New Order Save Behavior to avoid upgrade failures. Starting in Winter ‘25, New Order Save Behavior is enabled by default in OmniStudio.
5. Remove Organization and Profile Standard Objects from Data Mappers: Starting in Spring ‘25, Customer Portal users cannot access Organization and Profile Standard Objects in data mappers used in OmniScripts and FlexCards. Customers should verify current data mappers and remove these standard objects to prevent access issues.
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6. Change in the ADDDAY Function Output: The ADDDAY(date, days) function in the Set Value element currently adds the specified number of days to the specified date without considering the user’s time zone. In Spring ‘25, the function will account for the user's time zone, aligning its output with the package runtime. Review your current setup to understand the impact of this change.
7. Remove OmniStudio Components from Unlocked Packages: In Spring '25, Salesforce will stop supporting OmniStudio components in unlocked packages. Ensure you remove these components from your deployment pipelines to comply with this change.
Salesforce Sales Cloud Features and Updates in Summer ‘24 Release
Sales Cloud Summer 24 Release notes included several enhancements ranging from Cadence Builder 2.0 to upgrade Einstein Conversation Insights. Check out the key Salesforce Summer 24 release highlights below:
1. Level Up Your Emails with Einstein for Sales: Take advantage of Einstein for Sales to close deals faster. Craft custom prompts or use pre-written suggestions, then review and send with confidence.
2. Unleash the Power of AI in Your Contacts: Automatically find your best prospects, create contacts effortlessly, and personalize with custom labels.
Unleash the Power of Custom Labels (Source: Salesforce)
3. Upgraded Einstein Conversation Insights: Einstein Conversation Insights, which analyzes conversation transcripts with AI now supports single-user meetings. You can also share editing permissions for call collections and get improved dashboards for better coaching and data analysis.
4. Elevate Your Sales Playbooks with Cadence Builder 2.0: Salesforce Cadences get a boost with task, event, and now screen flow support! Automate lead movement, design targeted outreach, compose email templates within Cadences, and organize with folders. Remember, Salesforce Classic for Sales Engagement is retiring soon, so plan your transition.
5. Revenue Growth with Powerful Insights: Fuel sales growth with data-driven insights, real-time revenue updates every hour, and improved navigation. Pin your favorite dashboards and define custom fiscal quarters for deeper insights.
6. Collaborative Forecasts: Sales managers can customize how they view forecasts. They can analyze by team, product family, or group (Lightning), allowing them to drill down for deeper insights.
7. Pipeline Inspection: Pipeline Inspection feature gets a productivity boost with Bulk Actions for updating deals and Detractor Identification to spot potential risks. You can now update close dates, add products or create quotes, all at once, and identify contacts who might be hindering deals.
Pipeline inspection Feature in Sales Cloud (Source: Salesforce)
8. Einstein AI for Partner Email: Partners with Salesforce PRM and Einstein for Sales can now leverage Einstein Sales Emails within Experience Cloud Aura sites. This AI-powered feature helps them draft personalized and impactful emails to contacts and leads quickly.
9. AI-Powered Emails & Extended Outlook Integration: Salesforce for Outlook will remain available until December 2027, offering a familiar desktop integration for email management. Meanwhile, users can leverage AI-powered email features within Salesforce for personalized outreach and smarter content generation.
Salesforce Marketing Cloud Features and Updates in Summer 24 Release
Marketing Cloud release notes came a bit late! But thankfully they did finally. Here’s what’s new and improved in Salesforce Summer 24 release:
1. New Studio Updates: In Automation Studio, visualize automation history with a new dashboard, and do more with the updated Import File activity. Optimize your scheduled automations with recommended start times. Additionally, Social Studio is retiring, it's high time you look for alternatives.
Optimize Scheduled Automation with Recommended Start times
(Source: Salesforce)
2. Block Email Sends with Empty Text Blocks: Distributed Marketing admins can now block email sends with empty text blocks. This new setting in Summer '24 prevents sending emails with empty text blocks.
3. Field Limit for Data Extensions Increased: The field limit for data extensions in Contact Builder has been increased to 255 characters, improving performance for sendable data extensions in new and existing sends and journeys.
4. Developer Updates for SFMC: Now compress journey history downloads for smaller file sizes and faster retrieval. Manage data extensions using REST API. Also, release multiple contacts from Wait Until API Event steps in journeys. Moreover, use AMPscript to encode JWTs with RSA signatures.
5. Journey Enhancements: Make use of new recommendations and features such as adding a high priority to journeys or specify inbox message send times in Journey Builder.
6. Messaging: In MobileConnect, use DLT templates and shortened SMS links with custom domains. Moreover, MobilePush now includes more ENS events, better SDK implementation guidance, a self-diagnostic tool, Flutter app integration, and updates for compliance with new privacy regulations and messaging requirements for iOS and Android.
7. New Features in Marketing Cloud Intelligence: Now additional campaign data with Performance Max in Bing Ads, integrate Marketing Cloud Intelligence with Google Search Ads 360, get more data with additional fields in Google Display & Video 360, and understand customer behavior with LinkedIn.
8. Marketing Cloud Personalization Updates: Proactively manage more org-wide total and dataset-specific Marketing Cloud Personalization consumption metrics.
Salesforce Service Cloud Features and Updates in Summer ‘24 Release
Like Marketing and Sales Cloud, Service Cloud also received some massive updates. Use these Salesforce Summer 24 Service Cloud features to deliver fast customer service and register increased productivity across customer service channels.
1. Discover Service Capabilities with My Service Journey (Beta): Get Salesforce point of view on how to achieve your business goals for different Service areas, like the Help Site or Agent Console with My Service Journey feature.
MyService Journey Feature in Service Cloud (Source: Salesforce)
2. Track Key Trends and Top Contact Reasons Across More Channels: Build reports and identify common customer issues with Einstein Conversation Mining using data from Messaging for In-App and Web, in addition to Web-to-Case. Previously Einstein Conversation Mining only supported Email Message and Chat Transcript data.
3. Help Agents Predict Time to Resolve Cases: Add the Time to Resolve insight component to your case page layouts so your agents can estimate and prioritize workloads. AI-powered insights evaluate how much time it might take to resolve cases so agents can better manage SLAs or reassign work to teammates.
4. View Contact Center Metrics on Enhanced Dashboards: Spot key performance indicators (KPIs) on redesigned dashboards for cases, omni-channel, and conversation mining.
View Contact Center Metrics on Improved Dashboards
(Source: Salesforce)
5. Drive Case Resolution in Service Catalog with AI (Beta): With Einstein Copilot as your AI assistant, your customers resolve their questions without navigating the catalog or requiring agent assistance. Through a generative AI-powered conversational experience, Copilot uses an LLM to identify and execute relevant actions to resolve customer contact reasons.
6. Send Messaging Components in Your Customer’s Language: Show any messaging component in your customer’s language with the help of Translation Workbench. For example, when you send a French-speaking customer a question with options, show the question and options in French.
7. Control When Secure Forms Expire in Messaging Sessions: You can now customize the form submission limit for each form. For example, change it to 60 minutes to accommodate customers in Messaging for In-App and Web.
8. Message Your Customers from the Salesforce Mobile App: Modernize your customer service by letting agents message customers from the Salesforce mobile app. Previously, agents had to be signed in to Omni on the Salesforce agent console to engage in conversations.
Message Customers From the Salesforce Mobile App (Source: Salesforce)
9. Auto-Response Components Are Available in Partner Messaging (Beta): Previously only available to Messaging for In-App and Web customers, auto-response components are now available in Partner Messaging.
10. Refresh Conversations After a Lost Connection: Agents can refresh the Enhanced Conversation component with a new option in the End Chat dropdown menu. This option helps agents reestablish a lost network connection.
11. Track Who Ends Enhanced Messaging Sessions: A new field is added to improve message session monitoring. Now one can see whether a session was ended by the customer, the agent, a bot, or automation.
12. Protect Sensitive Data by Masking Customer Phone Numbers: Keep customer phone numbers confidential by enabling phone number masking from the Contact Center Setup page.
Summary
In this blog, we highlighted some of the major ones so you can keep yourself updated with the latest enhancements and take advantage of the best functionalities to further streamline your projects/operations. Test out these features by yourself and if you need any assistance your salesforce implementation partner - Concretio is there to help you configure and optimize your org with these release updates.
References
1. Salesforce Summer ’24 Release Notes
2. Flow Enhancements Summer 24
3. Marketing Cloud Engagement Release Notes
4. Summer 24 Highlights for Admins - Video
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