In this blog, we have compiled the major highlights of the Salesforce Summer '24 release from various offerings, allowing you to track all updates in one place.

Table of Contents

  • Admin
  • Developer
  • Sales Cloud
  • Marketing Cloud
  • Service Cloud
  • Experience Cloud
  • OmniStudio
  • Flow
  • Analytics
  • Einstein


Admin

Salesforce has introduced exciting features for admins in the Summer '24 release to streamline workflows and reduce usage complexities. Here are the key features and updates for Salesforce admins:

  1. New Automation Lightning App: Elevate automation management with the new Automation Lightning App, providing users with 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 has become much simpler with Einstein for Flow. Now you can describe your workflow, and Einstein for Flow (Beta) will generate a draft for you!
  3. Smarter Formulas with Einstein: Einstein for Formulas has been upgraded in the Salesforce Summer '24 Release, now explaining existing formulas and suggesting fixes for errors.
  4. Dynamic Forms Get Even More Dynamic: Add custom fields to standard objects and use dynamic actions for a more personalized user experience. There's no longer a need to write complex code to enhance your page's functionality.
  5. Use Blank Spaces to Align Fields: Utilize the new Blank spaces component to add vertical spacing between fields and align them horizontally with the "Align fields horizontally" property.


Developer

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 capabilities:

  1. Simpler Custom Form Controls: Building custom forms has become easier with LWC API version 61.0 and above, leveraging the standard ElementInternals web API to create custom form controls that behave like standard HTML forms.
  2. Use Cursors for Expanded SOQL Query Result Support (Beta): To overcome the limitations of batch Apex, Salesforce has introduced cursors in the Summer '24 Release, allowing Apex cursors to manage SOQL query results in digestible portions within a single transaction.
  3. Evaluate Dynamic Formulas in Apex (Beta): With the new Formula.builder() method in Apex, construct dynamic formulas using SObjects as the context object, and retrieve referenced fields with the getReferencedFields() method.
  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 as these older versions are scheduled for retirement in Winter '25.
  5. Simplify Site Navigation on Mobile Publisher for LWR Sites (Beta): Enhance your customers' navigation experience in Mobile Publisher for Experience Cloud apps on the LWR platform by displaying the hamburger menu and back button, and customize these options using the newly introduced getNavigationConfig wire adapter.


Sales Cloud

The Sales Cloud Summer 24 release includes enhancements such as Cadence Builder 2.0 and upgrades to Einstein Conversation Insights:

  1. Level Up Your Emails with Einstein for Sales: Use Einstein for Sales to close deals faster.
  2. Unleash the Power of AI in Your Contacts: Automatically find prospects, create contacts, and personalize with custom labels.
  3. Upgraded Einstein Conversation Insights: Supports single-user meetings and improved dashboards.
  4. Elevate Your Sales Playbooks with Cadence Builder 2.0: Automate lead movement and design targeted outreach.
  5. Revenue Growth with Powerful Insights: Use data-driven insights for sales growth.
  6. Collaborative Forecasts: Customize how forecasts are viewed for deeper insights.
  7. Pipeline Inspection: Boost productivity with Bulk Actions and Detractor Identification.
  8. Einstein AI for Partner Email: Draft personalized emails within Experience Cloud Aura sites.
  9. AI-Powered Emails & Extended Outlook Integration: Leverage AI-powered email features and extended Outlook integration.


Marketing Cloud

The Marketing Cloud Summer 24 release includes:

  1. New Studio Updates: Visualize automation history with a new dashboard and optimize scheduled automations.
  2. Block Email Sends with Empty Text Blocks: Prevent sending emails with empty text blocks.
  3. Field Limit for Data Extensions Increased: Improved performance for sendable data extensions.
  4. Developer Updates for SFMC: Compress journey history downloads and manage data extensions using REST API.
  5. Journey Enhancements: Add high priority to journeys and specify inbox message send times.
  6. Messaging: Use DLT templates and shortened SMS links in MobileConnect.
  7. New Features in Marketing Cloud Intelligence: Additional campaign data and integrations.
  8. Marketing Cloud Personalization Updates: Manage org-wide total and dataset-specific consumption metrics.


Service Cloud

Service Cloud has also received significant updates:

  1. Discover Service Capabilities with My Service Journey (Beta): Achieve business goals for different Service areas.
  2. Track Key Trends and Top Contact Reasons Across More Channels: Identify common issues with Einstein Conversation Mining.
  3. Help Agents Predict Time to Resolve Cases: Add the Time to Resolve insight component to case page layouts.
  4. View Contact Center Metrics on Enhanced Dashboards: Spot KPIs on redesigned dashboards.
  5. Drive Case Resolution in Service Catalog with AI (Beta): Use Einstein Copilot for customer self-service.
  6. Send Messaging Components in Your Customer’s Language: Show messaging components in the customer's language.
  7. Control When Secure Forms Expire in Messaging Sessions: Customize the form submission limit for each form.
  8. Message Your Customers from the Salesforce Mobile App: Modernize customer service with mobile messaging.
  9. Auto-Response Components Are Available in Partner Messaging (Beta): Now available in Partner Messaging.
  10. Refresh Conversations After a Lost Connection: Reestablish lost network connections.
  11. Track Who Ends Enhanced Messaging Sessions: Monitor message session endings.
  12. Protect Sensitive Data by Masking Customer Phone Numbers: Keep customer phone numbers confidential.


Experience Cloud

Salesforce has introduced key updates for Experience Cloud users to improve user experience, site performance, security, and more. Here are the highlights:

  1. Enhancements in LWC and Aura Components: New features to enhance user experiences, streamline workflows, and boost productivity.
  2. New Features in Mobile Publisher: Enhancements to improve customer app creation and distribution across platforms.
  3. Design System Architecture Updates: Updates to the Salesforce Lightning Design System for future UI enhancements.


OmniStudio

Implement the updates from the OmniStudio release notes for enhanced functionality:

  1. Complete Address Fields Easily and Accurately: Fill out address fields in OmniScripts with Google Maps data.
  2. Make Secure HTTP Outbound Calls to AWS VPC: Use Salesforce Private Connect for secure HTTP calls to AWS VPC.
  3. Remove Duplicates Within a List When Merging Lists: Specify whether to merge entries with duplicates in a list.
  4. OmniStudio DataRaptor Has a New Name: DataRaptor is now OmniStudio Data Mapper.
  5. Configure New Order Save Behavior During Upgrade: Disable and re-enable New Order Save Behavior when upgrading to avoid failures.
  6. Remove Organization and Profile Standard Objects from Data Mappers: Prevent access issues by removing these objects from data mappers.
  7. Change in the ADDDAY Function Output: The function will account for the user's time zone in Spring '25.
  8. Remove OmniStudio Components from Unlocked Packages: Ensure compliance by removing these components from deployment pipelines.


Additional Highlights for Flow

From changes in the Flow creation wizard to the launch of new features like the Action Button, several updates have been added for Flow users. Here are the key new features and updates to explore:

  1. New Flow Creation Wizard: The flow creation wizard has been revamped, allowing you to choose whether to start from scratch or use a template.
  2. More Flow Types to Choose From: Select from a variety of Flow types beyond standard screen flows, auto-launched flows, and triggered flows.
  3. Action Button Component (Beta): Add an Action Button to a screen to run an auto-launched flow, which can retrieve or process data 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, with easier debugging thanks to new debug info.
  5. Check for Duplicates Before Creating a Flow: Before creating a flow, check for duplicates by matching records against criteria in the Create Records element, and choose to skip or update matching records to prevent duplicates and ensure data accuracy.


Additional Highlights for Analytics

Several analytics updates have been made in the Salesforce summer 24 release notes, covering various analytics apps and features such as Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau.

  1. Post From CRM Analytics To Slack: Now you can directly share CRM Analytics dashboards and lenses, including intelligent app dashboards in Slack, or post a link with quick action buttons.
  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.
  4. Analyze Linked Data from Data Cloud Reports: Data Cloud reports now support unified link objects for identity resolution, allowing you to 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 various file formats, including totals and subtotals.
  6. Build More Granular Reports on Calculated Insights: Add up to five dimensions as groups to a calculated insight report for deeper insights.
  7. Unlock Insights from Unstructured Data: Process unstructured data in a data model object for analysis and reporting.
  8. Add Calculated Fields to Your Data Cloud Reports with Einstein Generative AI: Describe a calculation, and Einstein suggests a formula.
  9. Amplify Visual Impact In Waterfall Charts with Conditional Formatting: Add conditional formatting to waterfall charts for a deeper exploration of data.
  10. New Dashboard Lightning Web Component (Generally Available): Embed CRM Analytics dashboards in Lightning Experience pages with the new native component.


Additional Updates for Einstein

Salesforce has introduced several enhancements in Einstein, including:

  1. Generate Formulas for Reports: Automatically generate formulas for your reports with Einstein's AI suggestions.
  2. Empower Mobile Workers: Tailor AI-generated pre-work briefs using Prompt Builder.
  3. Automate Workflows Faster (Beta): Let Einstein recommend workflows to streamline processes.
  4. Extract Contract Data Accurately: Improve data extraction from uploaded files with Contracts AI.
  5. Personalized Sales Emails at Scale: Create impactful sales emails using Einstein Sales Emails and custom templates.


Summary

This blog has highlighted the major updates so you can stay updated with the latest enhancements and utilize the best functionalities to streamline your projects/operations.


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