Salesforce Summer ‘24 Release: The Ignyto View

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Salesforce Summer ‘24 Release: The Ignyto View

Posted by: Brendan Keating
Category: Learning Centre, News, Uncategorised
Salesforce Summer ’24 Release

Salesforce Summer ‘24 release: The Ignyto Salesforce Partner View 

Like clockwork, Salesforce treats its customers and Partners to seamless, automatic upgrades with its annual Spring, Summer, and Winter releases. These upgrades bring many new capabilities, features, enhancements, and bug fixes, ensuring that Salesforce users always have access to the latest innovations without the hassle of manually upgrading software. 

Here at Ignyto, (your leading Salesforce partner in England, Ireland and Sweden) is helping you to keep pace with this constant stream of innovation. While the Salesforce release notes offer a detailed overview of these updates, sifting through them to find the most relevant features can take time, leading businesses to miss out on valuable functionalities.

To bridge this gap, the Ignyto Delivery team has curated “The Ignyto View” – a concise and easily digestible summary highlighting our top features for the Summer ‘24 release across core clouds, including. 

  • Sales
  • Service 
  • Account Engagement (formerly Pardot) 
  • Field Service Lightening
  • Admin Updates 

Side note: if you want to learn more about Salesforce Release, check out the Salesforce Release strategies Trailhead

Top 3 Sales Cloud Updates 

1. Revenue Intelligence

 

Einstein Account Management
Einstein Account Management

Numerous changes have been made to the way users can analyze their revenue data as part of the new Salesforce updates. For example, within Einstein Account Management Account Inspector, you can Nurture relationships with stakeholders and identify opportunities to expand markets with lead metrics. You can see details such as the breakdown of leads by industry, source, or status. You can also see the lead conversion rate and drill down into lead details.

If you have implemented custom fiscal periods within your salesforce forecasts, you can now use them in revenue insights. Such as viewing the total amount of closed won opportunities for the custom fiscal period defined for your group. 

2. Sales Performance Management

 

Sales Planning
Sales Planning

Salesforce’s new sales planning functions allow users to define a sales strategy with input from stakeholders and structure sales plans that reflect the organization’s segmentation, territories, and quota targets, all in one place. In the latest Sales Planning experience, sales leaders and ops determine which disciplines to apply during planning processes.

Enterprise Territory Management has now been changed to be called ‘Sales Territories’ with great updates, such as the ability to determine compensation for reps when their effective start and end dates differ from the dates they were added to and removed from their assigned territories. This is crucially important as territory assignment dates can differ from effective dates. For example, the assignment start date for a rep reflects when she joined the company on May 1. But she didn’t assume ownership of her territory until her onboarding finished on May 31. Tracking that adjusted start date ensures fair compensation for her effective territory coverage.

3. Sales Foundations

improve your sales outreach by utilizing the new updates to the foundations of the sales cloud, and get help finding your next best customer with AI.

You can now allow salesforce to automatically create contacts from your email and calendar activity, when new contacts are recognised within your inbox or calendar, salesforce can now identify that these contacts do not exist in salesforce and automatically create records for you in the database.

Within the activities object in salesforce the ‘to do list’ now saves filters, sort orders, and side panel visibility. Users can set up these filters, orders and visibility so that they can keep navigating away from the page but come back to the same set up. This is a great way to save time when trying to work through your tasks on a consistent daily basis.

Useful Links

 

Top 3 Service Cloud Updates 

1. Omni-Channel – Stay logged in when using multiple tabs

Omni-Channel is getting a few updates this summer, which will significantly improve the agent experience.

Agents will notice a new login option available ‘Remain logged’. The agents no longer have to decide, which session to keep and they can remain logged in to the original session and will be offline for any sessions created when they open additional tabs or browsers.

Also, when agents refresh the Omni-Channel page, they remain logged into the same session, keeping all in-progress work open.

Agents will also be able to access their Omni-channel with Omni Inbox, which is part of the Salesforce mobile app.

To access this feature, the Digital Engagement license needs to be assigned to users, and the new setting ‘Omni-Channel: Omni Mobile’ in the Omni-Channel settings must be enabled.

2. Lightning Knowledge Article Editor

Lightning Article Editor and Article Personalisation
Lightning Article Editor and Article Personalisation

A new, more user-friendly experience with the new Lightning Article Editor is coming with the next release!

Salesforce will enforce this update in Winter ‘25. With the new Lightning Article Editor for Knowledge the article authors will have more advanced options for formatting and editing of articles, size the editor to their liking to better understand how articles will look to readers. Content from external sources such as Google Docs or Websites will be easily transferred by copy and paste along with a new built-in accessibility checker tool.

Once the Lightning Article Editor and Article Personalisation for Knowledge have been enabled, the new Lightning Article Editor will replace the old Knowledge Editor.

3. Email Threading Tokens for More Objects

A new and long overdue feature is coming with the next Summer ‘24 release!

Previously, threading tokens were only available for the Case object, which allowed Agents to track email conversations with customers under one record in the activity component.

With this new feature the same feature will be available for any object in Salesforce, which supports activity tracking.

To set up token-based threading for objects other than Case object, the admins or developers will need to create an Apex Email service by using EmailMessages function to find the record that matches the token.

This feature will be especially beneficial for customers, who are, for example, using a group inbox for their leads.

Useful Links

 

Top 3 Account Engagement Updates

1. Operational Emails in Engagement Studio

Operational emails could only ever be sent as list emails, and marketing teams often referred to sending emails through Salesforce flows to send operational emails automatically.

This update means that marketers can control the full customer journey, combining both operational and marketing emails for a seamless customer journey regardless of their opt-in status.

This feature will also allow for more dynamic operational emails rather than one email template going out, the engagement journey can segment based on demographic or behavioural data and send more personal content.

2. Images from Files can be transferred to CMS

Images within account engagement are historically uploaded and stored in files. When Salesforce introduced Lightning Email Builder, with it came a new way to add images to emails. This was through Salesforce CMS.

CMS Salesforce CMS is used for storing and accessing documents, images, videos, knowledge articles, and more as a central repository for your org. Following Salesforce’s integrated platform ideology – any assets stored in this app can be accessed by multiple groups of users, regardless of which ‘cloud’ product they are using.

This new feature allows you transfer your images to a Salesforce CMS workspace where they can be accessed to create lightning email.

3. Alerts in Optimiser

Alerts in Optimiser
Alerts in Optimiser

Optimiser is an Account Engagement Admin’s control panel. You can view/manage a list of suggested actions in a table, pause/cancel jobs and have an overall view of the account health. 

With the new release, a dedicated messaging section will display alerts and feature recommendations.

This will help clients perform their own health checks or allow us to better consult with clients who already have account engagements on how to best use the platform.


Useful Links

Top 3 Field Service Lightning Updates

1. Personalise Service Documents With Embedded Expressions.

 

Integrate field values into rich text components to incorporate your company’s voice and style throughout your service documents. With embedded expressions, you can merge field values in rich text components to style the text, reference field values without field names, and improve the flow of your document.

Why Do We like it
Allows further customization of the current salesforce templates, most notably the service report template.
Adding rich text allows businesses to be more on-brand and professional

2. Track Hours Offline with Timesheet priming

 

Time Sheet Priming
Time Sheet Priming

With timesheet priming, you can prime up to three time sheet list views that mobile workers can access and edit offline to avoid downtime and complete jobs faster.

Why do we like it?
Never lose track of data, allowing engineers to complete time sheets and log their hours even in remote places.

With priming, you can look over older timesheets to account for engineers’ time.

3. Upsell your business from the field

Upsell your business from the field
Upsell your business from the field

Let your mobile workers create quotes for customers directly from the Field Service mobile app without contacting customer services. For example, if a mobile worker is repairing a customer’s oven and notices that some of the parts need replacement, the worker can create a quote and provide a price estimate on-site.

Why do we like it?
Allow engineers the ability to both discuss and create quotes and discuss potential new business all from their mobile handset, once completing quotes, they are then able to feed these back to the sales department to complete sales.

Useful Links

Top 3 Admin Updates

Automation Enhancements

New Automation Lightning App

New Automation Lightning App
New Automation Lightning App

Users can gain access to a new app that gives them a quick overview of their flows and errors, as well as quick links to community help pages. You can access list views of your flows or create custom list views. You can create new flows from the home page.

Einstein For Flow

Let Einstein Build a Draft Flow for You
Let Einstein Build a Draft Flow for You

Einstein for Flow is a generative AI tool that helps you create flows from a text prompt. Simply describe your flow, and Einstein for Flow will generate a draft flow for you. If you aren’t sure where to start, Einstein for Flow comes complete with the same instructions to help.

Screenflow: Conditional visibility

With the Summer ‘24 release, you have the ability to conditionally set field visibility in your screenflow to read or disabled. Set your fields to read only to display data only and set fields as disabled until set criteria is met which will allow the field to be visible and editable. 

Lightning Page updates

Some nice little updates to Dynamic forms enabled pages (Lightning record pages) 

Automatically add new fields to lightning pages.

Automatically add new fields to lightning pages
Automatically add new fields to lightning pages

New fields will automatically be added to Lightning pages where you have enabled Dynamic forms. Create your custom field as usual. Following the step to set field-level security there is a new step to select which Lightning record page/s to add the new field to. (If you don’t have any Dynamic Forms-enabled pages then this additional step will not appear.)

Set Conditional visibility for individual tabs in the Lightning App builder.

You can finally customise tab visibility, making tabs you choose conditionally visible based on criteria you set.

Blank space component

Blank space component
Blank space component

Admins can now use the blank space component (located under the Fields tab) in Lightning App Builder for Dynamic Forms-enabled pages to add a blank space in between fields. Additionally, in the field section properties, check the ‘Align fields horizontally’ feature to horizontally align the fields.

User Management Enhancements

User Permission and Access Summary

 

Get a Summary of a User’s Permissions and Access
Get a Summary of a User’s Permissions and Access

Troubleshooting user access just got a whole lot easier. Your detective work can be done all in one place with Summer 24. User records now have an additional button “View Summary”. This links to a new User Access Summary Page were you can view what your user has access to all in one place. In one click you can view User Permissions, Custom Permissions and the user’s access to Objects and fields. You are also able to see any Groups or Queues the user is associated with.

Your users can see all of this information on a new dashboard-like homepage. This is the new default homepage for the Sales, Sales Console and Sales Engagement Apps. It will appear automatically unless you have customised your homepage. You can manually enable it from Setup if you need to. 

Field History Tracking

View and manage field history tracking all in one place.

You can now access and manage field history tracking from one central place in Setup. 

Search for “Field History Tracking” in the quick find box. You can search by Object or only show objects with field history tracking, view field history tracking by object and make any needed changes. 

Previously, field history tracking was accessed via object manager.

Useful Links

Get Help Understanding Salesforce Summer ’24 Release Enhancements.

Contact the team at Ignyto to better understand what Salesforce Summer ’24 Release can mean for your business.