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Discover the new features and improvements in the Salesforce Summer ’24 Release! Whether you’re an experienced Salesforce user or just starting out, these updates are set to make a big impact. Let’s take a closer look at the key features now available to you!

Comprehensive Salesforce Enhancements:

User’s Permissions and Access:

The User Access Summary provides a streamlined way to access important details right from the user’s profile page, reducing the need for multiple queries and manual checks. This feature eliminates the need to individually review profiles, permission sets, public groups, or queues when managing or troubleshooting access.

To use this feature, go to Setup, type ‘Users’ into the Quick Find box, and select ‘Users.’ Then, choose a user and click on ‘View Summary’ to see the information.

Multi-Factor Authentication (MFA) Now Standardised:

Salesforce is advancing its security measures by requiring Multi-Factor Authentication (MFA) for all users. This new mandate will strengthen protection against unauthorized access and safeguard sensitive business information. Starting April 8, 2024, MFA will be automatically enabled for all newly created production organizations. Existing users are also advised to implement MFA to add an additional layer of security beyond just usernames and passwords.

Visibility of Cross-Object Fields and Alignment of Blank Spaces on Pages Enabled with Dynamic Forms:

Administrators now have the ability to enhance data visibility and user experience by showing fields from related records directly on a record page. For example, an admin can set up the Opportunity page to display the Account phone number alongside Opportunity-specific details. This functionality simplifies data access, minimizing the need for users to switch between records to find related information.

Enhance field alignment in Dynamic Forms sections using the new Blank Space component. This component allows you to create vertical spacing between fields within a section. Additionally, you can combine the Blank Space component with the Align Fields Horizontally option to achieve better alignment.

Enhancements to Flows:

Automation Lightning App:

Use the Automation Lightning app to track and control your flows, now available to all flow admins and authorized users. Through this app, you can start new flows or edit existing ones in Flow Builder, assuming you have the required permissions. The app includes new list views that show your recently updated flows and those with errors. You can search flows by keyword, and apply filters or sort them by type, status, last modification date, the user who last modified them, and related record fields.

Find Flows That Include Email Alerts:

Salesforce now provides a method to easily identify which of your automated processes (flows) include email alerts. This feature is valuable for admins who need to oversee or modify these alerts. For instance, if there are updates to company policies or contact information, you can promptly find and adjust the relevant flows, eliminating the need to check each one individually. It’s like having an organized system that allows you to quickly locate and update necessary components, streamlining your workflow and reducing the risk of missing important changes.

Action Buttons in Screen Flows (Beta):

Action Buttons in Screen Flows enable users to carry out specific tasks smoothly within a flow. These buttons facilitate complex operations directly on the current page, much like how subflows operate. They handle external processes while influencing the flow internally, allowing for interactive input and output. This feature brings the flexibility and efficiency of custom buttons into flows, greatly improving the user experience.

Configure Components as Read-Only or Disabled:

Screen elements can now be adjusted to Read-Only or Disabled modes. You can apply these configurations to the following elements:

1. Text/Long Text Area
2. Date/Date & Time
3. Number
4. Currency
5. Password
6. Address

Test API Connectivity Through HTTP Callout in Salesforce Flow:

This feature allows users to validate API connections within a flow by performing HTTP callouts. During the setup of an external service call, users can test the connection and receive instant feedback, ensuring the API is accessible and functioning properly before finalizing the flow. This improvement simplifies external service integration, minimizing errors and speeding up the flow setup process.

Addresses Search Functionality in the Address Screen Component:

In Lightning Experience and Salesforce Classic, you now have the option to add a Google Maps-powered search field to the Address screen component. When users select an address from this search field within a screen flow, the flow will automatically populate the address fields.

To implement the Google Maps search functionality in Flow Builder, follow these steps:

1. Create a screen flow in Flow Builder and add a Screen element.
2. Include an Address component within the Screen element.
3. Enable the Google Maps search field by setting the ‘Enable Google Maps Search Field’ option to {!$GlobalConstant.True} or by using a formula resource that evaluates to true.
4. Assign a label to the search field.
5. Save and test the flow to utilize the Google Maps search feature for addresses.

Development Enhancements:

Find Records with the Lightning Record Picker Component (GA):

The lightning-record-picker component enables you to search for Salesforce records that correspond to your input. It utilizes the GraphQL wire adapter to search and display records, allowing you to select one. 

In this example, the record picker component is set up to search for Account objects.

<lightning-record-picker label="Accounts” placeholder="Search Accounts..." object-api-name="Account"></lightning-record-picker>

Improvements in Lightning Web Components:

Lightning Web Components have received multiple updates, including new attributes for components like lightning-datatable, lightning-input, and lightning-input-field. These enhancements offer developers greater flexibility and additional options for creating user interfaces.

Utilizing the Null Coalescing Operator in Apex:

The ?? operator returns the value on its left if it is not null; if it is null, it returns the value on its right. This operator simplifies code by eliminating the need for verbose null checks, similar to how the safe navigation operator (?.) works. The ?? operator is used in the format a ?? b, where it returns a if a is not null, and b otherwise. It is left-associative, meaning the left operand is evaluated only once, and the right operand is only evaluated if the left operand is null.

Account defaultAccount = new Account(name = 'Acme');
Account a = [SELECT Id FROM Account WHERE Id = '001000000FAKEID'] ?? defaultAccount;
Assert.areEqual(defaultAccount, a);

Apex UUID Class:

Apex now offers a UUID class that allows developers to create universally unique identifiers (UUIDs). This functionality is especially valuable for cases where unique and non-repeating identifiers are needed, improving data integrity and system reliability.

UUID randomUuid = UUID.randomUUID();
System.debug(randomUuid);

Enhanced Apex Support for SOQL Queries with Five Levels of Parent-to-Child Relationships:

SOQL now allows for relationship queries that span up to five levels of parent-child records. This enhancement enables you to retrieve parent-child records across five hierarchical levels using a single SOQL query. This capability is available for SOQL queries through REST and SOAP API calls on both standard and custom objects.

Applicable to: This update is effective in Lightning Experience and Salesforce Classic for Enterprise, Performance, Unlimited, and Developer editions.

Implementation: Starting with API version 58.0, SOQL relationship queries can include a parent root at the first level, with child relationships extending up to four additional levels from that root.

For example, an SOQL query can fetch records from the parent object Account along with its related child objects such as Contacts, Assets, WorkOrders, and WorkOrderLineItems.

SELECT Name,
    (SELECT LastName,
        (SELECT AssetLevel,
            (SELECT Description,
                (SELECT LineItemNumber FROM WorkOrderLineItems)    
            FROM WorkOrders)    
        FROM Assets)    
    FROM Contacts)    
FROM Account

Enhancement in Einstein Generative AI:

Enhance Workflow Automation with Einstein Generative AI:

In Lightning Experience, take advantage of Einstein generative AI to effortlessly automate workflows. Simply provide a description of what you need to automate, and Einstein will generate the necessary drafts. This includes screen flows, record-triggered flows, schedule-triggered flows, or autolaunched flows, tailored to your specifications.

Einstein generative AI simplifies workflow creation by translating user descriptions into functional flows. It utilizes various elements and resources from your organization, including custom objects. Initial drafts created by Einstein can include up to six elements. You can further refine these drafts by giving feedback to improve Einstein’s performance.

For example, Einstein can automatically draft a flow to send reminder emails to sales reps for leads that haven’t been contacted in 30 days. Users can then review and modify these drafts to enhance the effectiveness and accuracy of their automation processes.

Optimize Formula Efficiency Using Einstein for Formulas:

Einstein for Formulas now enhances your Salesforce experience by explaining formulas in Formula fields, default field values, and record validation rules, and also by correcting syntax errors. Available in Lightning Experience for Enterprise, Performance, and Unlimited editions, this feature overcomes the limitations of standard formula syntax checkers. Simply use the ‘Use Formula Assistant’ option in the Formula Editor to let Einstein identify and fix any syntax errors in your formulas.

Conclusion:

The Salesforce Summer ’24 Release brings a host of exciting updates designed to elevate your Salesforce experience. From enhanced automation capabilities with Einstein generative AI to advanced formula management and improved security measures, these updates promise to streamline your workflows, boost productivity, and ensure a more seamless user experience. With new features like the expanded SOQL relationship queries, the Google Maps search integration for addresses, and advanced flow management tools, Salesforce continues to innovate and refine its platform to meet the evolving needs of its users. Embracing these enhancements will help you leverage Salesforce’s full potential, driving greater efficiency and effectiveness in your operations.

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Our team of seasoned Salesforce consultants and integration specialists is here to ensure you get the most out of this update.

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