The Salesforce Winter ’24 release is poised to unveil a series of transformative updates designed to enhance user experience, streamline processes, and fortify security measures. Drawing from user feedback and emerging tech trends, this release encapsulates Salesforce’s commitment to continuous innovation. Whether you’re a developer, administrator, or end-user, these new features and improvements will elevate your CRM journey. 

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1. Find Record-Triggered Flows Easily Using Filters

When examining Record-triggered flows in the Flow Trigger Explorer, utilise filters to refine your search. You can streamline your search by status, package condition, or process category.

Procedure:

1. Navigate to Setup, then head to the Flows section.
2. Click on Flow Trigger Explorer.
3. Choose an entity and then opt for created, updated, or removed.
4. Tap on the filter symbol and pick your desired filters.

Also Read – Record Triggered Flows and Platform Event-Triggered Flows in Salesforce

(Source: Salesforce)

2. Update Values Between Displays for Additional Elements

You can now update values for options like Date, Date and time, Number, Currency, Text, and Extended Text Area elements when a user moves back to a prior display and then progresses. For instance, if a user inputs the pricing for three services on an initial display, the subsequent display showcases the aggregate price. If the user revisits the initial display and modifies an input, the succeeding display’s aggregate price can be updated or kept the same. Nevertheless, if a user toggles to a preceding or succeeding display and returns to the current one again, the flow will no longer modify the responsive elements.

Method: Place an element onto a display. Within the element’s settings section, under Advanced settings, choose a setting for Values on Revisited Displays.

(Source: Salesforce)

3. Get Data Cloud Records More Easily in Flow Builder

Salesforce objects and Data Cloud entities are now categorized distinctly within Flow Builder. A detailed card associated with the object appears when choosing a Data Cloud entity.

Location: This update is available for both Lightning Experience and Salesforce Classic across all versions.

Procedure: In the “Get Records” component, determine if you want records from a Data Cloud or a Salesforce entity. Subsequently, pick the desired entity.

(Source: Salesforce)

4. Find Flow Resources More Easily in Create Records Elements

Locate Flow Assets More Intuitively in Record Creation Elements

Locating and choosing a record or a collection of records in Create Records components within Auto-Layout has become more user-friendly. With this enhancement, Flow Builder initiates a more streamlined resource selection journey.

Procedure: While using a Create Records component, opt for the “Use all values from a record” option. Next, tap on the Record or Record Collection area. Gauge your position in your resource choice using a new interactive breadcrumb trail 

(1). Swiftly discern resource kinds with clearer icons (2) and expedite resource creation via the “New Resource” choice, now consistently present at the menu’s bottom (3). Gain insights about a resource without exiting the menu by hovering over the said resource and then over the tooltip (4).

(Source: Salesforce)

Menu items now have more comprehensible tags (5) and explanations (6). Pinpoint screen modules and their results more efficiently by visiting their respective screens rather than sifting through an exhaustive list of screen components (7).

   (Source: Salesforce)

   (Source: Salesforce)

5. Design Tailored Error Messages in Record-Activated Flows

Introduce the fresh Custom Error Alert component to craft specific error alerts, guiding end-users about the discrepancies or the steps to rectify them. These error alerts can either appear in a window on the main record page or inline on a particular field. Any linked record alteration is reversed. You can generate error alerts for both before-save and after-save flows. This feature was introduced in response to suggestions from the IdeaExchange community.

Purpose: At times, a user might execute actions like erasing a record that activates a flow, and occasionally, this flow might encounter issues. Previously, if the flow stumbled, pinpointing the exact error to the user was challenging. Now, it’s possible to precisely inform the user about the issue causing the action to abort, enabling them to address it and retry.

Method: Incorporate a Custom Error Alert component (1), decide on the error alert’s display location (2), and input the specific error message content (3).

(Source: Salesforce)

6. Send Salesforce Data to an External Server Without Code via HTTP Callout

This Description section is also mirrored on the refined Sample Response and Sample Request portals. Speed up your JSON sample validations using structured JSON illustrations, immediate error prompts, and a Clear function to erase page samples. An intuitive data structure is generated in sync with the sequential layout of your sample JSON.

(Source: Salesforce)

(Source: Salesforce)

These detailed descriptions become visible for each key after configuring the HTTP callout operation. Users are presented with a complete URL pathway to the external API source, complemented by a shortcut to the External Service segment in the Setup. The employed HTTP technique is displayed for clarity for those new to the HTTP callout action. To encompass optional query metrics, select a parameter key. This fresh layout systematically segregates values related to the URL pathway, query parameters, and request content into distinct categories.

7. Create Autolaunched Flows Based on Data Changes in Data Cloud

You’re now equipped to launch a Flow triggered by Data Cloud whenever there are alterations to a data model entity or a deduced insight entity. For instance, it’s possible to adjust a Unified Individual’s loyalty ranking in accordance with shifts in their loyalty account.

Location: This update is designed for Lightning Experience and Salesforce Classic and is compatible across all versions.

Eligibility: To harness Data Cloud entities, users must possess the “Read” permissions for the data model entity and the “Manage Flows” permissions.

Procedure: Navigate to Setup. In the Quick Search bar, type “Flow” and opt for “Flows”. Click “New Flow” and then choose “Data Cloud-Triggered Flow.” Within the flow’s initiating component, determine the data environment of the entity and stipulate the conditions that activate the flow.

(Source: Salesforce)

(Source: Salesforce)

Conclusion 

Salesforce’s Winter ’24 release promises a revolutionized user experience, optimized operations, and robust security. These updates reaffirm Salesforce’s dedication to innovation and adaptability. Don’t miss out on leveraging these features to elevate your CRM game. 

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