Salesforce Spring Release, what to expect

The eagerly anticipated Salesforce Spring '24 Release has finally arrived, set to roll out to all orgs on the 7th February 2024. with several new features and improvements to existing functionalities, this release promises to improve your Salesforce experience. In this blog, we've handpicked a selection of highlights that we believe will help your organisation's efficiency and productivity.

What's in store with the new Release features?

1. Dynamic Forms Customisation with Related Objects

Say goodbye to the hassle of creating formula fields. Now, you can seamlessly integrate fields from related objects into dynamic forms, simplifying data presentation and enhancing user experience.

2. Device-Specific Field Visibility

Tailor your user experience with the ability to customise field visibility based on device form factors. Whether on desktop or mobile, enjoy a personalised interface by choosing which fields to display or hide.

3. Mobile Efficiency with Dynamic Actions on Standard Objects

Boost your productivity on the go with dynamic actions (now available on standard objects within the Salesforce App). Enjoy smoother interactions and improved usability when working with standard objects on mobile devices.

4. Salesforce Dashboard Management Enhancements

Experience enhanced dashboard management with the ability to transfer ownership seamlessly when users leave or change roles. In addition, you can now enhance your Lightning Dashboards with rich text and images for visually engaging data representations. Salesforce has also introduced more dashboard filters across all editions, allowing for precise data focus. With up to five filters applicable to Lightning Dashboards, you can gain greater control over data visualisation.

5. Flexibility in Report Filters

Enjoy greater flexibility in report building with the ability to update fields in Lightning Report Filters without recreating the entire filter. Simplify customisation further by rearranging multiple columns in the Report Builder simultaneously.

6. Improved Permission Set Management

Say goodbye to data access issues with pre-deletion notifications for permission sets assigned to users. Simplify permission assignments with the ability to reference picklists, groups, and queues in user access policies.

7. Flow Updates

There are many new practical enhancements in Flow, from value aggregation to user input validation and a seamless AI model integration. In addition, you can simplify multiple record creation with the inclusion of a repeater component in Screen Flows.

With improved flow flexibility, this release removes limitations on paused flows, along with the option to save progress in flows, expanding the 'Save as Draft' functionality.

Optimise your workflows with event-triggered flows running as the default workflow user, ensuring seamless integration across many Salesforce functionalities.

In conclusion, the Spring '24 Release marks a significant leap forward in unlocking limitations within Flows and Dashboards, alongside several enhancements to enrich your Salesforce journey. These updates promise greater flexibility for System Administrators and enhanced data summarisation with images and text descriptions.

Ready to explore further? Dive into the Salesforce Spring '24 Release Notes, and don't hesitate to reach out with any questions using our contact form.