{"id":38587,"date":"2024-02-28T19:20:05","date_gmt":"2024-02-28T13:50:05","guid":{"rendered":"https:\/\/email.uplers.com\/blog\/?p=38587"},"modified":"2024-02-28T19:31:13","modified_gmt":"2024-02-28T14:01:13","slug":"salesforce-marketing-cloud-spring-2024-release","status":"publish","type":"post","link":"https:\/\/email.uplers.com\/blog\/salesforce-marketing-cloud-spring-2024-release\/","title":{"rendered":"15 Platform-Wide Updates in Salesforce Spring \u201824 Release"},"content":{"rendered":"\n

We, who are deep-dyed Salesforce geeks, are always on the lookout for new Salesforce updates throughout the year. Salesforce is finally here with their first release of 2024. In this post, we will explore their latest admin updates, developer updates, and flow updates. <\/p>\n\n\n\n

As a humble yet cheeky reminder, we are certified Salesforce experts<\/a>. From building Salesforce email templates to managing campaigns to automation setups, we know Salesforce like the back of our hands. If you need any help with Salesforce email marketing, bug us! \ud83d\ude01<\/p>\n\n\n\n

To begin with, we will explore the top five admin updates in the Salesforce Spring release.  <\/p>\n\n\n\n

1. Add Fields from Related Objects to Dynamic Forms<\/h2>\n\n\n\n

(This update relates to Lightning Experience only.) Previously, you would have to create a custom field or enforce \u201cQuick Update\u201d to update a child record. Now, you can add fields from related objects by dragging the cross-object fields onto the record page. <\/p>\n\n\n\n

\"Adding<\/figure><\/div>\n\n\n\n
\"Adding
Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n

2. Device-Compatible Dynamic Forms<\/h2>\n\n\n\n

You can now create visibility rules on individual fields, not just on Field Sections and Components. You can tailor your desktop and mobile record pages with higher granularity and limit field visibility on desktop and mobile devices.<\/p>\n\n\n\n

\"Device-Compatible<\/a>
Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n

3. Dynamic Actions on Mobile Devices <\/h2>\n\n\n\n

The Salesforce Spring \u201824 release has enabled support for dynamic actions on mobile devices as well. \u201cAssign actions in the Lightning App Builder instead of the page layout, and apply filters to control when and where actions appear for users. Set filters based on user fields, form factors, and other criteria,\u201d the release adds<\/a>.<\/p>\n\n\n\n

In the following screenshot, you can also see the Dynamic Forms option we discussed in the previous section.<\/p>\n\n\n\n

\"Dynamic<\/a>
Source<\/a><\/figcaption><\/figure><\/div>\n\n\n
\"Salesforce\"<\/a><\/div><\/div>\n\n\n\n

4. Transfer Dashboard Ownership with Ease<\/h2>\n\n\n\n

We can vouch for the hassle of recreating or cloning a dashboard upon its owner leaving the company. Fortunately, Salesforce has introduced the Change Owner feature, which will transfer access to the new owner of the same dashboard. <\/p>\n\n\n\n

You can instantly notify the new owner via the Send email notification feature available in the Change Owner pop-up. <\/p>\n\n\n\n

\"Transfer
Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n

5. New Account Intelligence View for Better Perspective<\/h2>\n\n\n\n

The Account Intelligence view offers ease of use by providing a de-granularized prospect of the dashboard.  

The dashboard allows you to view relevant statistics, detailed activity, case data, and opportunities for every record and log activity \u2013 all without leaving the view.<\/p>\n\n\n\n

\"New
Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n

So much for the top five admin updates in the Salesforce Spring release this year. Now, let\u2019s take a gander at the top five developer updates. <\/p>\n\n\n\n

6. Migrate-to-Flow Updated<\/h2>\n\n\n\n

In their \u201823 Summer release, Salesforce updated the Migrate-to-Flow tool for developers to use to migrate Process Builder processes with scheduled actions only.  <\/p>\n\n\n\n

In this year\u2019s Spring release, Salesforce has enabled support for \u201cpartial\u201d migration for all actions, barring invocable actions. The Migrate-to-Flow tool now tells you which actions might require \u201cfurther configuration in the Flow Builder.\u201d<\/p>\n\n\n\n

\"Migrate-to-Flow\"<\/figure>\n\n\n\n
\"AccountWorkflow\"<\/figure><\/div>\n\n\n\n

7. New And Changed Apex Items<\/h2>\n\n\n\n

Salesforce\u2019s Spring \u201824 release has brought in a number of new and changed Apex items:<\/p>\n\n\n\n