Salesforce Winter’24 Release Notes: Things You Need to Know

Welcome to an illuminating exploration of the technological forefront as we delve into the much-anticipated Salesforce Winter ’24 Release Notes.

Salesforce has consistently remained a pioneering force, steering businesses toward unparalleled growth and efficiency. As the digital landscape continues to evolve, Winter ’24 stands as a testament to Salesforce’s unwavering commitment to innovation, unveiling a constellation of features that promise to reshape the way organizations engage, strategize, and thrive.

This comprehensive guide will shed light on:

• The focus points and features of the Salesforce Winter’ 24 Release Notes,
• Benefits and Essence of the Salesforce Release Notes, and
• Exciting features for the Admins, Developers, and customers in Salesforce Winter’ 24 Release.

Let’s dive in by understanding the importance of Salesforce Release Notes.

Unveiling the Essence of Salesforce Release Notes

Salesforce Release Notes are comprehensive documents that provide detailed information about the new features, enhancements, improvements, and fixes introduced in each new version of the Salesforce platform. These release notes are typically published by Salesforce ahead of the actual release of the software, giving users and administrators a preview of what to expect and how to prepare for upcoming changes.

Salesforce follows a regular release cycle that includes three major releases per year: Spring, Summer, and Winter. Each of these major releases introduces a significant set of new features, updates to existing functionality, and bug fixes. Additionally, Salesforce may release smaller updates and patches throughout the year to address specific issues or deliver minor improvements.

The release notes serve as a crucial resource for Salesforce customers, administrators, developers, and users, helping them understand the changes being introduced in the platform and providing guidance on how to leverage the new capabilities to enhance their business processes.

Elevate Your Analytics Experience:

• Unified Analytics: Effortless Insights: Customize Tableau views in CRM Analytics, enjoy a streamlined Home tab, and utilize new slash commands in Slack. Easily manage subscription reports and share them on mobile with one-click interactions.
• Lightning Insights: Empowered Dashboarding: Assign new owners to Lightning dashboards for ongoing relevance. Contextualize reports with summary formulas and streamline interactions on the Analytics tab.
• CRM Unification: Merging Data Might: Combine multiple data model objects in one dashboard query. Achieve consistency across devices and boost efficiency with the Analytics For Communications app.
• Intelligent Apps: Actionable Intelligence: Refine sales strategies with Revenue Intelligence. Swiftly identify top customer requests using Service Intelligence.
• Tableau: Data-Driven Decisions: Experience seamless data analysis and visualization. Embed captivating visualizations into Lightning pages and delved into deep data exploration.
• Marketing Insights: Unveiling Potential: Harness Marketing Cloud Intelligence to optimize campaigns, discover real-time insights, and take impactful actions.

Elevate Your Commerce Landscape:

Salesforce B2B and D2C Commerce: Elevate your Commerce stores with Einstein GPT, displaying frequently bought items to customers. Expedite your sales journey through automated org setup and streamlined store creation. Enhance customer experience with quicker product page load times, guest access to order details, and improved market viewing and configuration. Seamlessly integrate media from all CMS workspaces, customize Salesforce CDN settings, and bolster SEO using custom URL slugs. Facilitate customer orders and optimize self-registration processes.

Omnichannel Inventory: Optimize order fulfillment by making items ineligible for specific location shipping while retaining in-store pickup options. Utilize the reservationId field on APIs to track reservations across Omnichannel Inventory, Order Management, and storefronts.

Salesforce Order Management: Elevate the Order on Behalf Of experience by searching for products using names or key terms, not just SKUs or IDs. Reserve products during ordering to minimize out-of-stock occurrences.

Salesforce Payments: Expand payment options with PayPal, Venmo, and direct debit methods like ACH, BECS, and BACS. Integrate Pay Now for Starter to kickstart payments and enhance customer payment journeys with a configurable Pay Now page. Fine-tune user access to payment records through record sharing and generate visible B2C payment data within the Payments Workspace.

Experience a heightened Commerce domain with these enhancements, fostering seamless transactions and customer satisfaction.

Streamlined Customization:

• Enhanced Permissions: Generate insightful reports on custom permission sets and groups, including object and field API details.
• Dynamic Forms: Extend Dynamic Forms to numerous LWC-enabled standard objects, delivering consistent experiences across desktop and mobile.
• Sharing Insights: Identify access issues and monitor group changes with Event Monitoring. Create swift account access reports and expedite sharing recalculations.
• External Services: Modify HTTP Callout methods seamlessly via declarative tools in External Services.
• Salesforce Connect: Boost connectivity with cached query results for Amazon Athena and explore OData 4.01 adapter upgrades.
• Globalization Advancements: Stay current with ICU and JDK locale formats, Japanese katakana style, and diverse locales.
• Simplified Setup: Integrate quick actions for related records, and ease navigation with improved listview accessibility.

Enhancing Data Cloud:

• Fine-Tuning Features: Tailor the availability of diverse features within your account. Enable Data Cloud attributes and insights for Contact and Lead fields. Discover enhanced customization for record home pages.
• AI and Beta Features Management: Seamlessly control and monitor Data Cloud AI and beta features with the new Feature Manager. Easily toggle these features on and off from the Features section in the navigation pane.
• Real-Time Data Sharing: Safely share Data Cloud data with Snowflake through data shares, enabling near-instantaneous data transfers without the need for ETL processes.
• Efficient Batch Data Transformations: Optimize batch data transforms by using data model objects as both input and output. This flexibility extends to downstream processes such as segmentation and identity resolution.
• Automated Batch Data Transforms: Schedule batch data transforms to run at timed intervals, maintaining data freshness and efficiency.
• Versatile Data Source Management: Safeguard multiple data sources by directing a single batch data transform to multiple output nodes, ensuring streamlined updates.
• Seamless Tableau Integration: Connect to Data Cloud effortlessly from Tableau Server using the built-in Salesforce Data Connector, simplifying data access and enhancing user experience.
• Customize Record Home Pages: Tailor record home page views for Data Model Objects using Lightning App Builder, adding related lists and adjusting field displays.
• 360-Degree Account View: Unify account data from various sources into comprehensive account profiles for enhanced B2B marketing and analytics.
• Data Enrichment and Related Lists: Enrich Contact and Lead record pages with data from Data Cloud, adding related lists and fields to enhance insights.
• Enhanced Data Actions: Control when data actions are triggered for updated records, choosing between every update or only the first occurrence.
• Campaign Prioritization: Utilize Waterfall Segments to organize and prioritize campaigns, ensuring customers receive the most relevant offer.
• Segment Data Querying: Query segment members’ data using the Connect Rest API for comprehensive insights and analysis.
• Custom Permission Sets Advancements: Manage data access efficiently with new object permissions, ensuring seamless operations for present and future product developments.

Embrace these Data Cloud enhancements for refined data management and optimized insights.

Boost Your Workforce Efficiency with Einstein GPT:

Enhance productivity across our clouds with the power of generative AI and Einstein GPT. Stay tuned for our regular releases of new Einstein GPT features, designed to continually elevate your AI-driven solutions. Explore how Einstein GPT can revolutionize your operations and streamline your tasks.

Also Read – Salesforce EinsteinGPT is Set to Wow the World?

Enhancing Your Experience Cloud Journey:

• Simplified Sharing: Effortlessly share CMS content across workspaces with improved LWR sites.
• Customization Ease: Apply custom CSS and logic for precise component control in Experience Builder.
• Interaction Efficiency: Navigate components seamlessly in LWR sites with coordinated canvas interactions.
• Action Empowerment: Enable Aura site visitors with quick actions for record creation and updates.
• Refined Components: Enhance site appearance with custom CSS and logic-driven component visibility.
• Developer Convenience: Access default site language info and manage style sheets effortlessly.
• Optimal Performance: Safely test CDN and ensure smooth domain redirection.
• Mobile Enhancement: Enjoy Mobile Publisher improvements in Experience Cloud.
• Heightened Security: Strengthen Chatter notifications with sender name and email requirements.

Elevate your Experience Cloud with streamlined sharing, customization, interactions, and security enhancements.

Enhancing Your Sales Experience:

Empower your sales teams with enhanced productivity and fresh insights in Winter ’24. Einstein Conversation Insights now offers one-click call summaries powered by Einstein GPT. Ensure the right people are engaged in deals through Pipeline Inspection. Gain accuracy in opportunity splits, product splits, and team changes. Enablement equips your sales teams with knowledge for quick deal closure and revenue achievement.

Streamlined Sales:

• Plan meetings based on geography using Salesforce Maps Lite.
• Access detailed opportunity history and metrics.
• Manage cadence targets with Einstein insights.
• Optimize Sales Engagement setup.
• Utilize Einstein Conversation Insights for call summaries.
• Track sales forecast changes with Forecast Insights.
• Optimize sales strategy with Product Insights.
• Enhance Pipeline Inspection intuitiveness.
• Collaborative Forecasts offer deeper insights.
• Enablement equips sales teams for success.
• Salesforce PRM offers Pipeline Inspection.
• Sales Performance Management enhancements.
• Einstein GPT drafts sales emails.

Mastering Salesforce Flow:

Craft intelligent workflows effortlessly with Flow Builder, OmniStudio, and Flow Orchestration. Seamlessly connect systems with Flow Integration for smooth data integration.

Flow Integration: Formerly MuleSoft Composer for Salesforce, Flow Integration simplifies data integration across systems and facilitates real-time data synchronization, empowering you to create a comprehensive view of customers and business operations.

Flow Builder: Elevate user experience by creating single-page application-like screens using reactive flow screen components. Share Salesforce data with external servers using HTTP Callout. Refine data handling with the Transform element (beta). Enhance error management with custom error messages in record-triggered flows. Trigger flows based on changes in Data Cloud data. Seamlessly migrate workflow rules to flows with the Migrate to Flow tool.

Flow Orchestration: Control stage and step execution with up to 3 requirements in Flow Orchestration. Extend capabilities by adding custom fields and relationships to Flow Orchestration objects.

OmniStudio and OmniStudio for Vlocity: Stay updated on bug fixes, minor updates, and known issues. For the standard objects model, refer to OmniStudio release notes. For custom objects model with OmniStudio permission set license, explore OmniStudio for Vlocity release notes.

Unlock the potential of Salesforce Flow to create efficient, integrated workflows, ensuring seamless data connectivity and enhanced user experiences.

Summing Up

Salesforce Winter ’24 is a symphony of innovation, seamlessly intertwining ease of use, enhanced insights, and comprehensive integrations. It is more than an update; it is a catalyst for your business’s success, enabling you to unlock the full potential of your operations, drive revenue, and forge stronger customer relationships. Embrace the future of sales, marketing, and data cloud with Salesforce Winter ’24 and embark on a transformative journey towards greater sales excellence.

Learn how to utilize the Salesforce marketing, sales, data cloud, and experience cloud for FREE by signing up on saasguru.