Salesforce Summer ’24 Release: Key Updates and Features

12 min Updated: 04.10.2024
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Partnership & Business Development Manager

Maria Borakhava

The Salesforce Summer ’24 Release brings valuable updates tailored for various user groups, including Admins, Business Users, Developers, Community Groups, and more. This article will delve into the latest features and improvements, offering insights into how these changes can streamline operations and enhance productivity across different roles. 

Early adoption of these updates ensures that organizations can quickly implement the most suitable solutions, optimizing their use of Salesforce powerful tools and staying ahead in a rapidly evolving market. By understanding and acting on these new features promptly, businesses can gain a strategic advantage and better meet their operational goals. 

Summer ’24 Release Overview

The Routine Automation team has thoroughly reviewed the Salesforce Summer ’24 updates and is ready to implement them based on your business needs. We ensure a smooth integration of these new features to enhance your operations effectively. 

But let’s have a look at them first! 

Key Highlights and Updates

Salesforce Spring ’24: Release Summary

Salesforce Summer ’24 introduces a range of exciting new features and improvements designed to enhance your business operations. This section outlines the major updates and their benefits, helping you stay ahead with the latest Salesforce innovations. 

1. Maximize Data Efficiency and Security with Data Cloud

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Seamlessly share data between Data Cloud, Amazon Redshift, and Databricks without duplication. 

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Monitor consumption effortlessly with near real-time updates using Digital Wallet. 

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Simplify access to charger data and utilize it across Salesforce apps for faster value delivery. 

2. Enhance Workflow Productivity and Goal Achievement 

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Streamline daily tasks with Einstein Copilot, enabling technicians to quickly access and summarize asset details via voice or text commands from the app. 

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Simplify achieving service business goals with actionable insights from My Service Journey. 

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Optimize Data Management and Access 

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Write CRM Analytics datasets directly to Data Cloud objects for faster data management.

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Ensure consistent and reliable data access with a private connection to Snowflake on AWS.

3. Drive Continuous Improvement and Strategic Success

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Track progress across product adoption, customer expertise, and technical health to drive continuous improvement. 

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Accelerate your success with tailored plans for Tableau and enhanced Signature Success Plans to align strategies with business objectives. 

4. Accelerate Business Growth with Expert Support 

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Access new and improved Expert Coaching Sessions to scale your business effectively. 

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Benefit from expedited support and personalized expertise to maximize your return on investment.  

These updates are designed to make Salesforce Data Cloud more efficient and user-friendly, ensuring you can leverage the latest features to optimize your business processes and maintain a competitive edge. 

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Salesforce Summer ’24 Release Features

Whether a developer or Salesforce admin, you’ll find the benefits of new features presented in summer release. Additionally, learn this section to know what benefits businesses get from this update. 

For Business

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AI-Powered Tools for Payment Processes.
Leverage Einstein AI to help service agents manage billing and payment issues directly within the Salesforce Service Console.   

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Easy Disputes Resolution. Resolve disputes more effectively with comprehensive case management.  

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Integration with Data Cloud. CRM Analytics datasets can be directly written to Data Cloud objects.

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Work Order Estimation. Increase revenue with precise cost estimations and improved visibility for work orders. 

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Efficient Logistics Management. Streamline logistics, sales, and marketing processes. 

Image shows Smarter team productivity with Einstein Copilot.
Image shows two animals, representing no code needed with Salesforce Prompt Builder.

For Admins and Users

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Backup Enhancements. Tailor backup schedules, manage record identification, and simplify file restoration processes.  

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Improved UI of the Commerce App. Single workspace for switching stores, creating new ones, accessing tasks, and previewing sites, all through an intuitive navigation sidebar. 

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Navigating Service Success. Create a clear path to reach your service business goals with the tools at your disposal.  

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Optimized D2C Experience. Enhance shopper satisfaction with fast-loading, customizable pages and templates.  

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Streamlined Data Import into Education Cloud. Effortlessly transfer Common App first-year data such as transcripts and letters of recommendation into Education Cloud to accelerate admissions and recruitment. 

For Developers

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Advanced Document Data Extraction with AI. Accurately extract information from diverse document formats using cutting-edge AI technology.he cycle. 

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Accelerated Data Transformation. Speed up data transformation across systems and applications when choosing elements from the available lists with DataWeave Expression Builder. 

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Quickly Create New Environments with Scratch Org Snapshots. Record the current configuration of a scratch org and swiftly create additional scratch orgs based on that setup. 

Salesforce Astro shows flag of Salesforce, representing great new features of the Spring updates.

Salesforce Worth-While Features

Discover Salesforce’s most anticipated updates designed to benefit various teams across your organization. 

Opportunity Splits, Forecast Submissions, and Manager Judgment 

Sales teams can now split credit for sales across multiple territories, improving forecasts and insights into each area’s contribution. Forecast submissions capture snapshots of expected sales, aiding accuracy, while Manager Judgment enhancements allow better forecasting and risk identification across the hierarchy. 

Partner Connect

Partner Connect enhances collaboration by allowing partners to log into the vendor’s Experience Cloud site to access and export shared leads and opportunities directly to their own organizations. Vendors and partners can selectively sync fields like opportunity stages while keeping other data private, streamlining processes, and eliminating manual data syncing. Note that vendors must purchase a PRM add-on license for each partner user who exports records. 

Lightning Page Adjustments

The Dynamic Highlights Panel lets you display up to 12 filtered fields on your Lightning record page, replacing the old highlights panel and compact layout to focus users on key information. You can also customize this panel for mobile Record Pages. 

Send Email

With the updated Send Email Action in Flow, you can now include up to 150 recipients, with up to 145 in CC and BCC fields. In Flow Builder, use the new CC and BCC Recipient Address Lists to manage email distribution efficiently. 

LWC Real-Time Preview

Salesforce’s new Local Dev feature (in Beta) allows developers to see real-time previews of Lightning Web Components (LWCs) as they make code changes, eliminating the need for manual refreshes or deployments. Available in sandbox orgs, it replaces the old LWC Local Development Server and requires activation through Setup and use of the Salesforce CLI. 

Conclusion

To remain competitive and maintain a robust presence in today’s rapidly evolving technology landscape, adopting the latest solutions is crucial. Implementing advanced AI-driven data extraction, efficient data transformation with DataWeave, and streamlined environment setup through Scratch Org Snapshots will significantly enhance your development processes.  

Image shows Salesforce Astro, representing Salesforce Spring ’24 Release Features.

These innovations ensure more accurate data handling, reduce development time, and facilitate faster and more reliable setup of development environments. By leveraging these tools, you can optimize your workflows and improve efficiency, which is vital for staying ahead in a highly dynamic field. 

Furthermore, enhanced charger data management with Data Cloud provides seamless integration and utilization across Salesforce applications, accelerating time-to-value and driving operational effectiveness. Embracing these updates is essential for keeping pace with industry advancements and for positioning yourself as a leader in delivering high-quality solutions. Staying current with these technologies will help you adapt to market changes, achieve better outcomes, and strengthen your competitive edge. 

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