Salesforce Summer 24 Release Notes

The Salesforce Spring 24 Release focused on improving core functionalities with features like dynamic forms but Summer 24 improves security, lighting experience, admin productivity and some clouds functionality. Deep dive to learn more:

1- Understand User Permissions and Access

Before the Salesforce Summer 24 Release, a Salesforce user has to click on profile, permission sets to check the access and permission level of a person. Now Salesforce users are free from all these kinds of hassles. Salesforce user access summary can provide you details on users’ permissions and access level. So the effort of clicking on different pages is now minimized. 

2- Organize Fields Using Blank Spaces in Dynamic Forms

Another Salesforce Summer 24 Release Note is blank spaces in dynamic forms. Previously separating fields vertically was just a problem that made the Salesforce dashboard UI look less appealing. Now, you can use blank space to vertically separate fields within a section. The new blank space component helps you align fields in dynamic form sections.

3- Correct Formula Errors with Einstein for Formulas

If you ever used Salesforce previously, you might have faced Syntax errors in formulas, but now Einstein is here to help. Salesforce Einstein not just helps in solving Syntax errors, but also helps provide the explanation of these formulas.

4- Access Five-Level Parent-to-Child Relationships in Apex

Before Salesforce Summer ’24 (API version 61), Apex could only access two levels of parent-child relationships in a single SOQL query. Now, with the latest update, Apex can access up to five levels! This means you can get data from a parent object and its child objects across four generations in one query.

5- Faster Resolution of Exceptions with More Information in Apex Exception Emails

Apex exceptions are getting easier to debug. When writing Apex code, we often face unhandled exceptions. We learn about these through Apex Exception Emails. Now, the emails include more detailed information. They provide the org name, username, and My Domain name where the exception happened. This extra information helps you quickly identify and fix problems in your code.

6- Prevent Duplicates Before Creating Records in a Flow

Now, when creating records, you can check for existing ones based on specific criteria. You have the option to update the existing record or skip it entirely. This prevents duplicate data and makes your workflows more efficient. This saves time and reduces errors.

7- Enhanced Security: Multi-Factor Authentication Enabled by Default for Production Org Logins

Salesforce values your data security. Now, when you create new production orgs, Multi-Factor Authentication (MFA) is automatically required. This extra login step adds a strong barrier against unauthorized access, ensuring your Salesforce data stays safe. 

By making MFA mandatory, Salesforce enhances your organization’s security and reduces the risk of data breaches. This proactive measure shows Salesforce’s dedication to protecting your valuable information and keeping your business running smoothly.

Salesforce Summer 24 Release Notes By Verticals:

Salesforce Summer 24 introduces conversation repair features for Salesforce chatbots, enabling them to prompt users for clarification and improve interaction outcomes. Some other changes by verticals are given below.

Sales Cloud:

• After Salesforce Summer 24, Salesforce Einstein GPT takes sales communication to a new level.
• Sales Cloud can now draft sales emails, schedule meetings with suggested slots and calendar links, and visualize contacts in a relationship map. Additionally, Sales Einstein automatically adds buyer profile data to contacts, further enriching your interactions.

Health Cloud:

• Salesforce Health Cloud has introduced enhancements in the Summer Release 24. Salesforce Einstein AI now automates assessment generation. 
• With the new release now home health optimizes visit scheduling and adds a new Experience Cloud component.
• The group benefits app helps insurance agents track leads and enroll members more efficiently. Intelligent Appointment Management supports multi-step scheduling. Provider Network Management has a new app. 
• Other updates include Provider Search enhancements, a new Patient Segmentation dashboard, and the removal of the Medication Management Add-On license.
• Health Cloud also features a new console app, an updated managed package, new objects, and improved integration with MuleSoft Direct.

Commerce Cloud: 

• After the Salesforce Summer 24 Release now commerce apps have become more improved. 
• Salesforce gives leverage to customize D2C stores in under 30 minutes using the refreshed D2C Store template. 
• Now with Salesforce Commerce Cloud you can effortlessly exchange shopper and buyer items through enhanced exchanges via UI flows. Simplify bulk order management with support for cancellations, returns, and more. 
• With Salesforce Commerce Cloud now users can configure Salesforce Payments using the Commerce Setup Assistant, add a merchant account through Salesforce Checkout,  and also enable one-click checkout for registered customers, and access Pay Now with an independent license.

Service Cloud: 

• Salesforce Summer 24 offers AI-powered features in the console and self-service automation to help agents work faster and handle more cases.
• By empowering agents and reducing workloads, Summer 24 aims to deliver faster service and happier customers.
• New features make it easier for agents to manage their work across channels, stay logged in to sessions, and access relevant information.

Data Cloud:

• Einstein for Data Cloud helps you build better predictive models with AI-powered recommendations and data quality checks. It also offers a new UI for easier access to different AI models.
• Data Cloud offers more ways to access and manage your data. You can now query data graphs for metadata and data, prioritize campaigns with waterfall segments, and enrich most objects in your org with Data Cloud data.
• Data Cloud improves data quality and security. You can monitor problem records to identify and address data quality issues, and use Data Spaces Feature Permissions to control access to data spaces.

Experienced Cloud:

• New features let you integrate Data Cloud for visitor insights, style your site with more options, and deliver more relevant search results. You can also create a smoother login experience for visitors.
• Mobile Publisher for Experience Cloud gets security updates: New features like biometric login (beta) and customizable security policies can improve the security of your Experience Cloud mobile app.
• Improved Performance and Security: Experience Cloud sites load faster and benefit from improved security features. You can also manage custom domains and URLs with more granular permissions.

Marketing Cloud:

• Account Engagement helps you save time with features like automated emails, asset copying, and account alert visibility. Plan to transition away from the Engage for Gmail Chrome extension by June 2024.
• Marketing Cloud Engagement offers a wider range of marketing automation features with updates rolling out throughout June in the Summer ’24 release.
• Marketing Cloud Growth caters to growing businesses with enhancements in list building, tracking, workflow creation, and content management.
• Unified Messaging lets you manage email, SMS, and WhatsApp communications in one place. You can now bring your existing WhatsApp number and improve customer support experiences in Journey Builder.

Salesforce Summer 24 Release Notes By Industries:

Previously Salesforce has made announcement of advanced features and enhancements across various sectors in its Industries Cloud at TrailblazerDX – Developers 2024. Now Salesforce made its industrial clouds more advance. Read to know about these announcements.

1- Consumer Goods Cloud: Streamline delivery and distribution with features like Direct Store Delivery and Van Sales. Use Salesforce Summer 24’s Data Cloud to segment customers and plan promotions more effectively.

2- Automotive Cloud: Diagnose car issues and improve driver safety using data insights from Salesforce Summer 24’s Data Cloud. You can also recover warranty costs from suppliers for faulty parts.

3- Health Cloud: Integrate Milliman Care Guidelines for industry-standard assessments. Create flexible promotions for product recalls with features available in Salesforce Summer 24.

4- Manufacturing Cloud: Simplify recovering costs from suppliers for defective parts. Manage product service campaigns and recalls more easily with features in Salesforce Summer 24.

5- Salesforce for Education: Help students plan their degrees with Intelligent Degree Planning, a new feature in Salesforce Summer 24.

6- Loyalty Management: Create more flexible promotions for your loyalty program using enhancements in Salesforce Summer 24.

7- Public Sector Solutions: Make it easier for citizens to access social services with features available in Salesforce Summer 24.

8- Field Service for Industries: Improve field service efficiency and customer experience with new features in Salesforce Summer 24.

9- Net Zero Cloud: Simplify compliance reporting and data collection with features introduced in Salesforce Summer 24.

Conclusion:

The Salesforce Summer 24 Release Notes introduce several impactful enhancements. Users can now easily understand permissions and access levels with the new user access summary feature. Dynamic forms gain flexibility with the ability to organize fields using blank spaces, improving UI aesthetics.

Einstein for Formulas aids in correcting syntax errors and provides explanations, streamlining formula creation. Developers benefit from increased Apex capabilities, including access to five-level parent-to-child relationships and enhanced exception emails for faster debugging. Additionally, Salesforce prioritizes security by enabling Multi-Factor Authentication by default for production org logins, fortifying data protection measures.

For those unfamiliar, Salesforce  is a leading cloud-based software company providing customer relationship management (CRM) solutions. One of the notable collaborations is the Salesforce and AWS Partnership, which integrates Salesforce’s CRM with Amazon Web Services to enhance cloud computing capabilities.