In the world of customer relationship management, Salesforce leads with new ideas. The Salesforce Summer ’24 event will bring many changes. These updates will improve how businesses use the platform. With new features in the Sales, Service, and Marketing Clouds, big changes are coming. Join us to learn about Salesforce Summer ’24 Release Notes: What’s New.
Introducing Einstein for Flow: AI-Powered Automation
Salesforce users, get ready for something amazing. The Summer ’24 release brings a new hero – Einstein for Flow. It’s an advanced tool using AI to change how you work with workflows in Salesforce.
Einstein for Flow: Generative AI for Creating Workflows
Forget the old days of tedious workflow creation. Now, with Einstein for Flow, you use advanced AI to unlock new automation power. You just talk out your workflow idea, and this smart assistant will make a first version for you. It turns complex tasks simple, making creating flows a breeze.
Sample Instructions to Guide You Through
Feeling lost? That’s not a worry. Einstein for Flow includes sample instructions to ease you into this powerful new feature. Start exploring and see your biggest salesforce automation dreams take shape. Thanks to generative ai and a user-friendly flow builder, it’s easier than ever.
Look to Einstein for Flow for the future of workflow creation. It will enhance your Salesforce experience, bringing unmatched productivity and efficiency.
Einstein for Formulas: Syntax Error Fixing Assistance
I love using Salesforce, but formula syntax errors often trip me up. With the new Salesforce Summer ’24 release, I found my solution. It’s called Einstein for Formulas. This smart helper isn’t just any assistant. It uses AI to help me understand and fix formula errors on the spot.
The best part about Einstein for Formulas is how it spots and fixes those pesky formula errors. No longer do I need to spend hours checking my code. A single tap on the “Use Formula Assistant” button sorts it out. It gives me easy steps to follow and fixes the issue.
I really appreciate how Einstein for Formulas simplifies errors for me. This simplicity not only solves the issue. It also teaches me more about formula syntax. Now, I excel as a Salesforce admin, whether handling tough formulas or fixing syntax errors.
Integrating Einstein for Formulas into Salesforce shows how much the company values helping its users. Powered by AI, Salesforce supports me in creating precise and error-free formulas. I look forward to discovering new ways Einstein for Formulas will enhance my work with Salesforce’s formula assistant.
Enhanced Dynamic Forms: Custom Field Addition and Blank Spaces
The Salesforce Summer ’24 release brings two great new features to dynamic forms. Now, you can add custom fields and use blank spaces. This makes field alignment on Lightning record pages much better. These changes will make creating and customizing dynamic forms easier. It’s all about a smoother and tidier user experience.
Add New Custom Fields to Dynamic Forms-Enabled Pages
With the update, adding custom fields to dynamic forms-enabled pages is now simple. This helps get new fields out there fast. It’s great for those tweaking the interface to fit business needs. You’ll be able to include more data on your forms, making them more informative and user-friendly.
Use Blank Spaces to Align Fields on Dynamic Forms-Enabled Pages
Another cool feature is the ability to add blank spaces in the Salesforce Summer ’24 release. This makes everything look better on Lightning record pages. Even a blank space counts as a field. But it’s perfect for keeping your forms clean and organized. This leads to a more professional and polished look.
The changes in the Salesforce Summer ’24 release show the platform is all about user experience. They help both admins and developers create solutions that work better for their organizations.
Salesforce Summer ’24 Release Notes: Conditional Tab Visibility
In the Salesforce Summer ’24 release, we’re bringing in a new, powerful feature. This feature allows much more customization and control over app interfaces. This feature, called conditional tab visibility, lets you show or hide tabs based on certain rules. This ensures that your users see only what they need to.
The Set Component Visibility in the Lightning App Builder makes setting up these rules easy. Now, for users or profiles that shouldn’t see everything, you can set up the rules. This won’t change how your app looks or works for everyone.
For instance, you could hide the “Financials” tab from some users. This is for those who can’t view sensitive financial information. Or, show the “Customer Support” tab just to team members who handle customer service. You have a lot of freedom to make your app fit your organization’s unique needs and keep it secure.
This feature in the Salesforce Summer ’24 release gives you more control over your app’s look. Your users will be able to find and use information more easily. Using conditional tab visibility can make your app more user-friendly, productive, and secure.
Rich Text Headings in Lightning App Builder
The Salesforce Summer ’24 release has an amazing new feature for the Lightning App Builder. It allows you to make rich text headings. This lets you add more style and format to your headings in app components. You’ll have better control over how your headers look and the order of content in your Lightning-powered apps.
Create Rich Text Headings in Lightning App Builder
The Lightning App Builder’s component editor now has a dropdown menu. It lets you pick from different heading styles like Heading 1 or Heading 2 for rich text fields. So, making rich text headings that look good is now easy. This can make your apps easier to use and look more professional.
This feature lets you use more unique and customized heading styles in your Lightning apps. It boosts the user experience and makes your apps more appealing. No matter if your app is for business use or for customers to see, using rich text headings will make your content layout and structure better.
Adding rich text headings to the Lightning App Builder is a big step. It helps Salesforce admins and developers make applications that are nicer to look at and use. Salesforce continues to give powerful tools. This is so businesses can make amazing digital experiences for their customers and teams.
Compact Density Preview for Dynamic Forms-Enabled Pages
In the Salesforce Summer ’24 release, a new feature is added. It lets you see your dynamic forms-enabled pages in Compact density. This is great news for developers and admins who use compact density and dynamic forms.
The Compact density setting was not shown correctly before. This made it hard to check how your dynamic forms-enabled pages look. Now, you can view them in Compact density. This helps make better design choices and gives users a better experience.
Salesforce provides two options for how content is shown: Comfy and Compact. Compact density is ideal for power users and those with small screens. It makes the most of the screen space. Viewing your pages in Compact density ensures everyone has a good time using your app, no matter the device.
In the Salesforce Summer ’24 release, these changes show the platform’s dedication to its users. By fixing this overlooked part, Salesforce is stepping up. It helps businesses make better apps that are both visually appealing and easy to use.
Streamlined Field History Tracking
In Salesforce Summer ’24, the way field history tracking works has improved. Now, users can manage tracked fields across different objects more easily from the Setup area.
A new Field History Tracking page in Setup lets users see all objects with tracking enabled at a glance. They can quickly spot how many tracked fields each object has. Users can also update tracked fields for many objects in one go, making setup simpler and saving time.
The Salesforce Summer ’24 release makes field history tracking more powerful. It helps users keep better track of data changes in their organization. This update is part of Salesforce’s commitment to improving user experience and making tools more efficient for all.
Salesforce Summer ’24 Release Notes
The Salesforce Summer ’24 release is coming with lots of new features. These features will help salesforce developers, salesforce marketers, and salesforce flow lovers. We will look at the main new things in this salesforce updates. We’ll see how they can make your Salesforce better.
Einstein for Flow is one big feature. It’s an AI tool that makes workflow setup easy. By asking in normal words, salesforce flow users can save time and work more efficiently.
Dynamic Forms also got an update. Now, you can add your fields and make pages look better. This is great for salesforce developers and salesforce marketers who want a more custom experience for customers.
The salesforce summer ’24 release notes show changes to Rich Text Headings, Compact Density Preview, and Field History Tracking. These show that Salesforce keeps working to make their tools easy but strong for everyone.
If you love using Salesforce, you’ll find something cool in the Summer ’24 release. We’ll have blog posts soon. They will help you learn more about the new features and how to use them best.
FAQ
The product was perfect, color, size. Excellent on our Christmas tree. I’m very happy with how these ornaments look. Just the right size for my outdoor tree. I plan to attach them spaced apart and wired onto a gold garland, and a silver garland. Than I wrap them around the outdoor tree. That way it makes it easy to put them on the tree, and I can have them ready for this year. So worth it.
The new Automation Lightning App is a key addition. It brings all automation features together. This makes it easy to view flows, errors, and community links. And it’s all in a single place.
Einstein for Flow is a special tool powered by AI. It helps users create workflows by just typing what they want in natural language. This tool then creates a draft of the workflow for you. It’s a quick way to get started.
Einstein for Formulas now not only can explain formulas but also helps fix any errors. The Formula Assistant gives tips to correct any mistakes in the formula. This can save a lot of time for users.
The product was perfect, color, size. Excellent on our Christmas tree. I’m very happy with how these ornaments look. Just the right size for my outdoor tree. I plan to attach them spaced apart and wired onto a gold garland, and a silver garland. Than I wrap them around the outdoor tree. That way it makes it easy to put them on the tree, and I can have them ready for this year. So worth it.
Now, you can make tabs visible based on certain conditions. This new feature lets you set rules. Then, only those tabs that meet the rules will be shown. It’s great for controlling user access.
The Rich Text component in the Editor now has a dropdown menu. This menu lets you select styles for headings, like Heading 1 and 2. Now, you can easily add styled text headings in the Lightning App Builder.
Yes, the Compact density setting is now available for Dynamic Forms-enabled pages. This is a new option in the Lightning App Builder. Before, you couldn’t use this setting.
Now, there’s a central Field History Tracking page in Setup. It lets you manage tracked objects and fields from one place. This is a big help for keeping track of changes across your organization.
Conclusion
The newest Salesforce release brings a lot of improvements and new features. It’s going to make using Salesforce even better for its users. For example, there’s now Einstein for Flow, which gives powerful AI for automating tasks. And it’s easier to track changes in data with better field history tracking.
This update is great news for anyone working with Salesforce. The release notes show how all the new tools can help your business. It’s important to keep up with these changes to make the most of Salesforce for your organization. I can’t wait to find out how these enhancements will make a difference in our work with Salesforce.
In a nutshell, the Summer ’24 release shows how Salesforce keeps making things better. It has new tools like Einstein for Formulas and improved Dynamic Forms. These make tasks easier, letting users accomplish more. I’m excited to use these new features and see how they change using CRM systems.
Author Details
Gobinath A
Co-Founder & Chief Marketing Officer Merfantz Technologies Pvt. Ltd | FieldAx
