salesforce public group assignment object

Jenwlee's Salesforce Blog

Sharing my love for salesforce with my #ohana, auto assign public groups to users based on profile.

Your Salesforce organization has a need to place users by profile into public groups for use in sharing rules, reports, dashboards. etc. The roles in your org do not neatly map one to one to a profile and you don’t want to get into the business of manually adding/removing people to and from a group when they get created and if users change profiles. I foresee a maintenance nightmare up ahead.

Have no fear, you can automate the assignment of a user to the appropriate public group based on the user’s profile. This can be all done declaratively, no code involved, with public groups, sharing rules, process builder, visual workflow and a custom metadata type.

Quick sidebar on custom metadata types, this is a great feature to add to your admin toolset. If you like custom settings, you will like custom metadata types.

Custom metadata types are new to Salesforce, introduced in Winter 16.

Custom metadata is customizable, deployable, packageable, and upgradeable application metadata. First, you create a custom metadata type , which defines the form of the application metadata. Then you build reusable functionality that determines the behavior based on metadata of that type. Similar to a custom object or custom setting, a custom metadata type has a list of custom fields that represent aspects of the metadata. Unlike custom settings, the record data is metadata and can be deployed with the custom metadata type in a Change Set. No more exporting the related data and importing it to the destination org as you would do when deploying a custom setting.

For more information on custom metadata types, visit Salesforce Help & Training .

Here are a few lessons learned from implementing this use case:

• There is currently a known issue with custom metadata types using a checkbox always returning false. You have to limit the field API name to less than 30 characters and the checkbox will return the proper value.
• Data records associated with a custom metadata type are deployable via a changeset. You can locate the data records by looking for the custom metadata type’s name under the Component list. Do not look for it under Custom Metadata Type. Thanks, Mohith Shrivastava for helping me with that.
• You don’t need to “hardcode” ID references in your visual workflow. This can be avoided with a record lookup and a couple of variables
• Provide descriptions, where provided, in Salesforce. This may be tedious step, I know, but your future self will thank you when you are trying to remember what you configured or assist other/future admins when troubleshooting or enhancing what was built. This includes noting the data stored in a custom field, where a visual flow is invoked from, the purpose of a flow variable, etc.
• For any data actions (fast and record lookup, create, update and delete actions) performed in visual workflow, best practice is to include a flow element to send an email to your Salesforce administrator about the fault. 

Flow trick: To getting the Fault connector to appear, either draw the regular connector link to another flow element or connect it to a temporary flow element. Draw the fault connector to the Send Email element. Then, go back and delete the regular connector.

Business Use Case: Addison Dogster is a system administrator at Universal Container. Sammy Sunshine, the business sponsor, would like users in the same profile to be associated to the same group.  

Solution: Addison was able to address Sammy’s requirements all through declarative actions, no code. Her solution involves a creation of public groups , custom metadata type , process builder and a visual flow .

Quick Steps:

1. Create a public group for each profile ( Manage Users | Public Groups ). In our example, we have three profiles – ProfileA, ProfileB and ProfileC.

2. Create a Custom Metadata Type ( Develop | Custom Metadata Types ), click on the “New Custom Metadata Type” button.

A. Provide the label name and label name in plural and save.

Best Practice Tip: Don’t forget to provide a description so you and other/future admins know what this custom metadata type is used for.

B. Create a custom field as a checkbox data type for each public group created in Step 1

C. You can organize the new custom fields into their own Public Group Assignment section on the Custom Metadata Type page layout.

D. Now, we need to create the data records for each profile to indicate which public group will be assigned to which profile. Click on the “Manage Profile Public Groups” button.

E. Now, you create a data record for each profile and its associated public group.  Provide the Master Label, Object Name (same as Master Label) and the appropriate checkbox, and save.

F. Create a custom view that shows the public group assignments for ease of review. 

We’ve configured ProfileA to be associated with the ProfileA-Public Group, ProfileB to be associated with the ProfileB-Public and ProfileC to be associated with the ProfileC-Public Group.

3. Create a Custom Metadata Type to store the SFDC IDs for the public groups ( Develop | Custom Metadata Types ), click on the “New Custom Metadata Type” button.

A. Provide the label name and label name in plural and save

B. Create a custom field as a text data type for each public group created in Step 1.

C. You can organize the new custom fields into their own Public Group IDs section on the Custom Metadata Type page layout.

D. Now, we need to create one data record to store the public group IDs. Click on the “Manage Public Group IDs” button.

Create a data record called OrgPublicGroupID (Master Label and Object Name) and provide the 18 character SFDC ID for each public group name.

Need help with obtaining the SFDC ID for the public group?

1.Navigate to the public group record.

2.Copy the SFDC ID in the browser window – highlighted in below screenshot

3. Place it in a converter tool to convert the 15 character SFDC ID to the 18 character SFDC ID.

4. Since Process Builder does not allow for the creation/update of records in Public Groups, we need to enlist the help of Visual Workflow ( Create | Workflow & Approvals | Flows ). In the following steps, we will build the flow out to look like the below.

A. Create the following 10 variables to match the screenshots below. These will be used in the various flow elements that we will create. This can be done by going to the Resources Tab and creating a variable.

Best Practice Tip: Don’t forget to provide a description so you and other/future admins know what these variables are used for.

B. Create a formula which will take the public group assignment for the user’s profile and then determine the associated public group’s SFDC ID.

If ({!varProfileAPublicGroup}=true, {! varProfileAGroupID},

If ({!varProfileBPublicGroup}=true, {! varProfileBGroupID},

If ({!varProfileCPublicGroup}=true, {! varProfileCGroupID}, null

Best Practice Tip: Don’t forget to provide a description so you and other/future admins know what this formula is used for.

C. Create a Record Lookup flow element to lookup the public group IDs as stored in the Custom Metadata Type where the data record’s Master Label is “OrgPublicGroupID”. Once found, it will take the values from the ProfileA-PublicGroup, ProfileB-PublicGroup and ProfileC-PublicGroup and store them in a flow variable.

Best Practice Tip: Don’t forget to provide a description so you and other/future admins know what this flow element is used for.

D. Set this Record Lookup flow element as the starting element.

E. Let’s perform another Record Lookup where we will lookup a user’s specific group. Here we will look in the GroupMember object (this contains the user or group’s assignment to a public group). We want to lookup a record where the UserorGroupId field matches the user’s ID and is associated to either one of the three Profile Group IDs. Once found, we are storing the GroupID value to the variable varUserAssignedPublicGroupID.

F. Add a Decision flow element. We need the flow to determine whether a user is part of a profile public group (if the varUserAssignedPublicGroupID variable has a value). Otherwise, the user is not part of a public group.

G. We now need another Record Lookup flow element to look up the user’s associated profile’s developer name. This performs a lookup on the Profile object where the Id matches the variable varUserProfileID. Once found, it will store the value in the Name field (Profile Developer Name) in the variable varProfileDeveloperName. We will use this later to assign the profile public group.

H. Create a Record Delete flow element. If a user has an existing profile public group and has changed profiles, we want to remove the user from the previous public group. It will delete the record in the GroupMember object where the UserorGroupID is the current user and the GroupId matches the value stored in varUserAssignedPublicGroupID.

I. From the Decision flow, draw the “Public Group Found” connector to the Record Delete flow element and the “No Public Group” to the Record Lookup – Lookup Profile Information so it looks like this below.

J. We will do another Record Lookup to the Custom Metadata Type where we stored the profile public group assignment by profile. We will locate the data record where the Master Label matches the user’s profile. Once found, it will take the public group assignments (true/false) and store them into their respective variables.

K. Next, we has a Record Create flow element that will assign the user to his/her profile public group. The UserorGroupId field is the user’s ID and the GroupId is the formula UserToBeAssignedToPublicGroupFormula.

L. As a best practice, where there is a DML action (fast or record create, update, delete or lookup action) in a flow, you should also include notification of a flow fault.

I create a single Send Email fault to keep the flow relatively clean, but depending n your use case, you may want individual Send Email faults for each DML. I would say, start small with one and then build individual, if the need arises.

Note: To avoid “hardcoding” email addresses in a fault email, refer to a post Using Custom Metadata Type in Visual Workflow Fault Emails .

Select the Send Email flow element that is listed under Static Actions, not under Quick Actions.

Configure the body to show the fault message, subject and email address(es).

Body: Fault Message: {!$Flow.FaultMessage}

Subject: Error – Update Person Account Mailing Address

Best practice tip : Don’t forget to provide a description so you and other/future admins know what this send email element is supposed to do.

You will need to draw a connector line between the Record Lookup, Record Update and Send Email elements.

Can’t seem to get the fault connector to appear? Create a temporary flow element (circled below), draw your first connector to that temporary flow element. Then, draw another connector to the send element. This connector has the word “FAULT” in it.

Once that is completed, delete the temporary flow element you created. This is the end result.

M. Click on the Save button and provide the following information

Best Practice Tip: Don’t forget to provide a description so you and other/future admins know what this visual workflow is for.

N. Click the “Close” button.

O. On the flows screen, activate the flow.

5. Create the assignment process with Process Builder ( Create | Workflow & Approvals | Process Builder ).

A. Provide your process name, description and save.

B. For the Object, select User and the process should execute when a record is created or edited.

C. We want to specify the criteria to execute when a user is new or if the user’s profile ID is changed. Since there is no ability to specify “Is New” via point and click – as Is New is not a user object field, we need to go the formula route.

Formula: ISNEW() || ISCHANGED([User].ProfileId)

Note: the “||” means or. So the formula reads, the user record is new OR the user’s profileID has changed.

D. Once the criteria is met, we want to execute an Immediate Action of assigning the public group. Since process builder does not provide the ability to create a public group record, we will need to invoke the help of visual workflow (created in Step 4).

We will pass two variables to the visual workflow. User’s ID in the varUserID and the user’s profileID in the varUserProfileID.

E. Click the Save button.

F. Click the Activate button in the upper right hand corner. Click the “Ok” button.

Congrats, you’ve implemented the solution!

Now, before you deploy the changes to Production, you need to test your configuration changes.

• Create a new user.
• Upon save, confirm the user is associated to the correct profile public group.
• Change to another profile
• Repeat the above steps 2-3 until you’ve confirmed each profile.
• Create a new user associated to each profile.

Deployment Notes/Tips:

• The two custom metadata types and associated data records, visual flow and process builder can be deployed to Production in a change set.
• You will find the custom metadata type information under the Custom Metadata Type in the Component Type dropdown. However, locate the data records for the custom metadata types by looking for the custom metadata type names in the Component Types dropdown.
• You will find the process builder and visual workflow components in a change set under the Flow Definition component type.
• Activate the visual flow and process builder after they are deployed in Production as they are deployed as inactive.

Share this:

2 thoughts on “ auto assign public groups to users based on profile ”.

Jen, I’m wondering if a shortened version of this flow could auto assign a custom profile to a customer/community user, based on account status.

For example, a “Gold” level account would have 24 hour support. The primary contact of that account would be a customer/community user with a custom profile called “Customer Community Gold User.”

The desired outcome would be a flow that would auto assign all customer/community users the “Customer Community Gold User” profile if their associated account had 24 hour support. 24 hour support is already a checkbox on the Account.

Just thinking out loud here. Main question is could I do this without creating a public group.?

You can create a process that will then launch a flow to update the user’s profile Id to the custom community profile. I dont believe you can update the user record within a process. You dont need public groups. That was just a use case to assign users of a given profile automatically to public groups.

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Home » Article » The Future of User Management | Summer ’24 Be Release Ready

• The Future of User Management | Summer ’24 Be Release Ready

Summer ’24 is almost here. Learn more about user management below and check out Be Release Ready to discover more resources to help you prepare for this release. 

Welcome to a new era of user management! At Salesforce, we believe in the power of community-driven innovation. Your feedback as Trailblazers is invaluable—it’s the compass that guides our continuous improvement efforts.

At TrailblazerDX ’24, our session, The Future of User Management, showed the power of community collaboration, drawing insights from our Awesome Admins. Over the past year, your feedback on the admin user access refinement journey has highlighted the need for a less overwhelming Setup, simpler troubleshooting, and fewer clicks for straightforward tasks.

At TDX, we also made some exciting announcements on how we’re improving Setup, starting with user access, as these are the most-used areas in Setup. 

Our plan for improving Setup is a three-pronged approach where we have a Setup framework, improved Setup experiences, and a copilot to assist you in everyday tasks. Summer ’24 is the first release of the new Setup platform, with user access being the first customer. For all of the details on our action plan and the new Setup platform, tune into the Future of User Management on Salesforce+.

What you can expect to see in Summer ’24

We know that Setup, particularly user access, has a lot of complexity and clicks, and that you spend an inordinate amount of time troubleshooting. My goal and vision from a product standpoint is that you’re able to navigate user access in under five clicks. The features we are releasing in Summer ’24 start that process, so let’s dive into them.

1. Automate and migrate access with User Access Policies

In Summer ’24, User Access Policies are now generally available (GA)! If you haven’t used User Access Policies before, they simplify your user creation process. You can activate a user access policy so that when a user is created or updated and meets the criteria you set, which can be user attribute-based or user entitlement-based, you can automatically assign access. You can assign permission sets, permission set groups, permission set licenses, managed package licenses, public groups, and queues. In addition to being able to assign access automatically, you can also mass migrate access as you have both a grant action and a revoke action.  

On the user access policy, you’ll notice a new section that shows access changes. The access change feature is a brand new concept that starts to build the connection between the user and the Setup audit trail. You can expect to see more from this feature in future releases.

You even get to control the order in which you want the policies to trigger via the Order field on a user access policy! You will have 200 active user access policies in your org, starting in Summer ’24. 

For more details on enabling and using User Access Policies, see this Help article .  

2. Gain a comprehensive view with User Access Summary

What does your user have access to? You would think this is a fairly simple question to answer, but as Awesome Admins, we know it’s not. We’re excited to announce the User Access Summary in Summer ’24. In ONE click you can see which user permissions (System and App) or custom permissions a user has access to, what access a user has on an object and fields, and which public groups and queues the user belongs to. 

With this feature, you can swiftly get a comprehensive summary of a user’s permissions in under five clicks!

3. Get all the details with Permission Set and Permission Set Group Summaries (GA)

Part of the journey to improving Setup is to make consistent experiences. You all loved the permission set and permission set group summary we released in Winter ’24. Your love of this feature is actually what sent me down the path of “let’s ‘summary’ all of the things.” What we did in Summer ’24 is move this to our new Setup component as well as add some additional features, such as custom permissions and the ability to see the permission set group summary from the groups the permission set is included in, and vice versa for the permission set group summary. This feature was previously in beta and is now GA!

This feature will not only provide you details about the access each permission set or permission set group provides but also map out how these permission sets or permission set groups connect. We’ve even added the specific custom permissions that each permission set or permission set group is authorizing.

This update will make managing permissions much easier and clearer, helping you save time and understand access rights without the hassle.

4. See where a public group is used with the Public Group Access Summary

Determining where a public group is used has traditionally been a puzzle. In fact, it was so confusing you all created an idea for it . You might have often found yourself having to recall and examine each location where a public group could potentially be used, or alternatively, a developer might be tasked with intricate SOQL queries to uncover this information.

And for that reason, we’re happy to introduce the new Public Group Access Summary, which will dramatically simplify it all. This feature provides a detailed summary that reveals the access a public group holds, the sharing rules the public group is used in, the report and dashboard folders it grants access to, the other public groups this one is included in, and the list views by object that the public group grants access to.

We know this isn’t everywhere that a public group can be used, but they’re currently the most-used areas. We will make future enhancements to this feature and would love your feedback, so keep leaving comments on this idea!

Our hope is that these features save you time, help you understand user access, and generally relieve some of the frustration you have with user access and user management. We also hope all of these innovative features will show you our commitment to improving Setup, reducing clicks, and helping you do things faster.

Summer ’24 Resources

Each release brings tons of amazing new functionality and it can be a lot to digest. Throughout Summer ’24, we’ll publish blogs and videos to help you prepare to get the most out of this release! Bookmark Be Release Ready and check back regularly as we continue to add new Summer ’24 resources for Salesforce Admins.

• Salesforce Help: Salesforce Summer ’24 Release Notes
• Join Larry Tung and Ben Sklar at the Texas Dreamin’ conference on May 30-31, 2024, where they will speak about the future of User Management.

Cheryl Feldman

Prior to joining Salesforce as a Product Manager, Cheryl was a Salesforce customer for nearly 18 years where she held roles as a Salesforce Admin, Salesforce BA, Sales Ops Manager, Solution Architect, and Product Owner. Cheryl has always been passionate about helping Salesforce Admins and is excited that in her new role she can help bring to life some new products for Salesforce Admins. When Cheryl is not working, she loves spending time with her family and her dog, Chloe.

• Permissions Updates | Learn MOAR Spring ’23
• The Future of User Management
• Learn MOAR in Winter ’23 with Permission Sets in Field Creation

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• Control Your Data Model By Changing DMO Category
• Expanded Data Cloud Availability
• Build Strong Data Foundations with BYOL Data Federation
• Use a Key Qualifier for Copy Field Enrichments
• View Sync History for Copy Field Enrichments
• Create Related List Enrichments More Easily
• Salesforce Ant Migration Tool End of Life
• Empty Comment Nodes Replace Empty Text Nodes
• Light DOM Renders Additional Whitespace Characters
• Decorators Throw a Syntax Error in Non-LightningElement classes
• Object Rest and Spread Transpilation Is Removed
• Control Workspace Tabs and Subtabs (Generally Available)
• Search for Records with the Lightning Record Picker Component...
• Render Components in Native Shadow with Mixed Shadow Mode (Beta)
• Migrate LWC Projects from LWC.studio to StackBlitz
• ARIA Property Reflection Available For More Attributes
• API Distortion Changes in Lightning Web Security
• LWS Automatically Uses Closed Shadow Root Mode
• Monitor Component Events with Custom Component Instrumentation API...
• Be Aware of Base Component lightning-input Internal DOM Structure...
• Be Aware of Base Lightning Component Internal DOM Structure Changes...
• Improved Accessibility of Base Lightning Components
• Return to the Record Page with Record Create on Custom Quick Actions
• Scan Documents on a Mobile Device
• Interact with NFC Tags on a Mobile Device
• Enable JsonAccess Annotation Validation for the Visualforce...
• IdeaExchange Delivered: Use the Null Coalescing Operator
• IdeaExchange Delivered: Get Support for Randomly Generated UUID v4
• IdeaExchange Delivered: Make Callouts After Rolling Back DML and...
• IdeaExchange Delivered: Compress and Extract Zip Files in Apex...
• IdeaExchange Delivered: Evaluate Dynamic Formulas in Apex (Developer...
• Enforce RFC 7230 Validation for Apex RestResponse Headers (Release...
• See Improved Logging When FOR UPDATE Locks Are Released
• Changed Behavior with Type.forName Method
• Improved Validation and Limit Accounting with DML on External Objects
• New Default Quiddity Enum Value
• Provide Data to Einstein with Invocable Actions
• Secure API Access with the New Least-Privilege User Profile
• Control API Access to XML Deserialization of Apex Classes
• Salesforce Platform API Versions 21.0 Through 30.0 Retirement...
• Deploy and Retrieve More Metadata via REST and SOAP Metadata API
• Bulk API 2.0
• Control Which Profile Settings Are Packaged
• IdeaExchange Delivered: Remove Custom Metadata Type Records from a...
• View Orgs Eligible for a Push Upgrade
• Capture a Scratch Org’s Configuration with Scratch Org Snapshots...
• IdeaExchange Delivered: Log In to All Your Sandboxes from Setup
• Develop Platform Apps with Ease
• Deploy Scalable Apps with Scale Center
• Plan and Test with Scale Test
• Replace Workbench With Salesforce Developer Tools
• Salesforce Functions Is Being Retired
• UsersWithMFA Attribute Will No Longer Be Populated for Trial Orgs in...
• Log Custom Interactions in AppExchange App Analytics
• The Cloud Security Website Is Being Retired
• Get More Insights About Your Customer’s Discovery Journey in the...
• Associate AppExchange Leads with Marketing Campaigns, Promotions,...
• IdeaExchange Delivered: Receive Change Event Notifications for More...
• Find Uncaught Exceptions of Platform Event Triggers in Event Log Files
• Streaming API Versions 23.0 Through 36.0 Are Being Retired
• Manage Your Event Subscriptions with Pub/Sub API (Beta)
• Expanded Regional Processing for the Pub/Sub API Global Endpoint
• Expanded Regional Processing for Event Relays
• New and Changed Lightning Web Components
• New and Changed Modules for Lightning Web Components
• New and Changed Aura Components
• Auth Namespace
• IsvPartners Namespace
• ConnectApi Namespace
• System Namespace
• CommerceOrders Namespace
• CommerceTax Namespace
• PlaceQuote Namespace
• Compression Namespace (Developer Preview)
• FormulaEval Namespace (Developer Preview)
• New and Changed Connect in Apex Classes
• Changed Connect in Apex Input Classes
• Changed Connect in Apex Output Classes
• Changed Connect in Apex Enums
• New and Changed Objects
• New and Changed Data Model Objects
• New and Changed Standard Platform Events
• New and Changed Connect REST API Resources
• Changed Connect REST API Response Bodies
• New and Changed CRM Analytics REST API Resources
• Changed CRM Analytics REST API Request Bodies
• Changed CRM Analytics REST API Response Bodies
• Invocable Actions
• Metadata API
• Tooling API New and Changed Objects
• New and Changed User Interface API Resources
• Changed User Interface API Response Bodies
• Supported Objects
• GraphQL API
• Einstein Features
• Teach Your Bot New Languages More Easily with the Cross-Lingual...
• Save Agents’ Time with New Messaging Components for Enhanced Bots...
• Send a Dynamic File with an Enhanced Bot
• Translate Dialogs Easily to Different Languages (Beta)
• Improve Customers’ Shopping Experience with the Commerce Concierge...
• Run Flows in Bot User Context (Release Update)
• View Standard Bot Reports in the Spring ’24 Folder
• Meet Your Team’s Trusted AI Assistant
• Launch Your Copilot Quickly with Standard Actions
• Extend Your Copilot with Custom Actions
• Customize, Test, and Troubleshoot Your Copilot All In One Place
• Gauge Einstein Copilot Adoption and Usability with Analytics
• Einstein Studio in Data Cloud
• Protect Sensitive Data with Data Masking
• Select What Data to Mask
• Track Einstein Trust Layer Functionality with Audit Trail
• Simplify Daily Tasks with Prompt Builder (Generally Available)
• Use Multilingual Support in Einstein Generative AI
• Editions Support for Einstein Generative AI
• Improve Your Einstein Usage with Generative AI Audit and Feedback Data
• IdeaExchange Delivered: Track Site Updates in the New Change History...
• Translate Your LWR Site into Even More Languages
• Improve SEO with Custom URLs for Custom Objects (Beta)
• Integrate with Data Cloud to Harness Site Data (Beta)
• Configure Search Results Layouts with Search Manager (Beta)
• Experience an Improved Sitemap Generation and Refresh Schedule
• Give Your LWR Site Visitors a Better Experience on Tablets with...
• Work More Intuitively in Experience Builder with Updates to the User...
• Create Component Variations in Enhanced LWR Sites (Generally...
• Use the New Tab Layout Component for Smoother Performance on Your...
• Refine Your LWR Site Layout with Improved Spacing Controls in...
• Supercharge Productivity for Sales Partners from Experience Cloud...
• Dynamically Redirect Users to Sites Hosted on External Domains
• Try a Modernized Record Experience in Aura Sites in Your Sandbox...
• Boost LWR Site Performance and Scalability with Experience Delivery...
• Update References to Your Force.com Site URLs
• Update Your Mobile Publisher for Experience Cloud App’s Information...
• Configure Biometric ID Checks for Your Mobile Publisher for...
• Prepare for Upcoming CSP Changes
• Identity and Access Management Enhancements for Experience Cloud
• Built-In Salesforce-Managed App for the Twitter Authentication...
• Record Access Is Secure by Default after Enabling Digital Experiences
• Chatter Group Member Count Is Updated Only When Member Group...
• Get Started with Einstein Features for the Field Service Mobile App
• Streamline Everyday Activities with Einstein Copilot on the Field...
• Get Your Mobile Workers Up to Speed with Pre-Work Brief
• Get Additional Guidance When Transitioning to Enhanced Scheduling...
• Configure Scheduled Jobs Easily with Enhanced Optimization APIs
• Limit Your Mobile Worker’s Cumulative Workload Throughout the Day
• Fix Schedule Overlaps Easily with an Automated Scheduling Flow (Beta)
• Evaluate Service Appointment Candidates Efficiently by Prioritizing...
• Get More Scheduling Flexibility with Work Capacity Limit Relaxation
• Update a Daily Work Capacity Limit to Meet Changing Needs
• Share Work Capacity Records by Territory
• Optimize Workforce Utilization by Comparing Workstream Consumption
• Get Notified When Automated Bundling Fails
• Identify Configuration Issues More Efficiently with the Redesigned...
• Experience Better Performance with Service Appointment List...
• Control User Access with Operating Hours Sharing
• View More Shifts on the Schedule with a Minimalist Design
• Create Richly Formatted Service Documents with Document Builder...
• Save Database Storage with Optimized Storage Space for Asset...
• Build In Accurate Maintenance Lead Time with Asset Attributes
• Accelerate Your Field Service Implementation with Data Cloud
• Migrate from Maintenance Plan Frequency Fields to Maintenance Work...
• Improve Your Data Security with Automated Visual Remote Assistant...
• Enhance Your Agent's Efficiency with Images in the Visual Remote...
• Facilitate Payment for Services
• Customize Your Lightning Web Components with Styles
• Boost Productivity with a Customized Tab Bar and the Time Sheet Tab
• Save Time and Improve Accuracy by Scanning Barcodes with Android...
• Streamline Your Work by Extracting Textual Data from Images
• Simplify How to Interact with Data with Near Field Communication
• Plan for the Discontinuation of Mobile Extension Toolkit (Beta)
• Switch the App Language to Support Hebrew (Beta)
• Simplify Setup Tasks with Landing Pages
• Access Salesforce in More Regions with Hyperforce
• Migrate to Hyperforce with Hyperforce Assistant (Generally Available)
• Monitor Automotive Loans and Leases
• Help Your Captive Finance Customers with Loan and Lease Service...
• Visualize Relationships of Your Captive Finance Customers
• Share Captive Finance Information with Customers and Dealers
• Easily Customize the Automotive Lease and Loan Consoles Using...
• Improve Security of Your Financial Account Data with Shield Platform...
• Fleet Management Enhancements
• Automatically Populate Key Fields for Opportunity Products and...
• Replace Deprecated Fields on Vehicle and Vehicle Definition with New...
• New and Updated Objects and Fields in Automotive Cloud
• New Connect REST API Resources
• Communications Cloud
• Extend UI and Business Logic for Advanced Orders
• Get Started Quickly with Consumer Goods Cloud Offline Mobile App
• Accessibility of Operating Hours for All Users
• Optimize Store Performance in Promotions by Using Analytics Insights
• Provide Enhanced Accessibility
• New and Changed Objects in Retail Execution
• Use the Enhanced Visual Studio Code Based Modeler CLI Commands
• Get More Control Over Business Years and Time Periods
• Retain Consumer Goods Processing Services Data When You Clone or...
• Customize the Trade Calendar, P&L, and Promotions
• Share Data From Your Account Plan and Customer Business Plan with...
• Adjust KPIs in Your Customer Business Plan More Intuitively
• Simplify User Access Checks to TPO Prediction Models
• Improved Trade Promotion Management Documentation
• Consumer Goods Cloud Videos
• Automate the Transfer of TPM Promotions to Retail Promotions
• Get Sales Baseline Prediction Data with MuleSoft Direct
• Integrate Additional Business Components from ERP Systems with...
• Energy and Utilities Cloud
• View Financial Plan and Goals
• Update the Financial Account on a Goal
• View and Distribute Funds to Financial Goals
• Identify the Financial Account Funding a Goal
• Calculate Customer Insights using Data Cloud
• View Visualized Insights for Client Cash Flow Summary
• View Visualized Insights for Client Cash Flow by Category
• Control Who Can Access Residential Loan Application Records
• Residential Loan Application Sharing Setting Updated
• Create a Sharing Set for Mortgage Objects
• Gain More Visibility for Your Events Organized by Users External to...
• Streamline Creation of Interaction Participants
• Show More Data About Transactions in the Dispute Intake OmniScript
• Resolve Transaction Disputes with Integrated Business Rules
• Provide Timely Action For Disputed Transactions with Merchant Alerts
• Streamline Dispute-Related Communications with Prebuilt Email Prompt...
• Help Your Customers Raise Transaction Disputes Easily
• Streamline Wealth Management Services with Prebuilt Service Processes
• Streamline Integration Callouts with Integration Orchestration (Pilot)
• New and Changed Financial Services Cloud Object Fields
• New Apex Classes
• New Connect APIs
• New Invocable Actions
• Mulesoft Wealth Management REST APIs
• Record Chain of Custody Events with Electronic Signatures
• Override Lead Times Based on Site-to-Site Relationships
• Maintain a Hierarchy of Site Overrides by Location
• Override Work Type Step Lead Times by Country and by Site
• Schedule Transportation Logistics in a Work Procedure
• Show or Hide Appointments in a Work Procedure by User Profile
• Evaluate Assessment Scores
• Track Patient Progress Using Assessment History
• Track Changes in Assessment Question Scores
• View and Manage All Patient Assessments in One Place
• Improve Patient Experiences with Prefilled Assessments
• Open Completed Assessments in View Mode
• Give Patients a Complete View of Their Assessments
• Save Assessments as Drafts to Complete Later
• Confirm Key Record Updates or Workflow Steps with Electronic...
• Show Pending Signatures
• Reduce No-Shows By Broadcasting Available Home Visits
• Promote Optimal Patient Health Outcomes With Dependent Home Visits
• Bundle Home Visits to Simplify Scheduling
• Streamline Patient Care With Effective Medication Administration
• Easily Reschedule a Series of Recurring Home Visits
• Cancel Home Visits in Bulk
• Optimize Operations with the Updated Guided Setup for Home Health
• Create Care Plans Using Care Plan Templates
• Update Care Plans Using Additional Assessments
• Associate An Existing Case and Clinical Service Request to a New...
• Manage Care Plans on Case and Clinical Service Request Record Pages
• New Salesforce Healthcare APIs
• MuleSoft Direct Integrations with Health Cloud
• Easily Set Up a Custom Flow for Medication Therapy Review
• RxNorm Interaction API is Deprecated
• Manage Provider Contracts with Provider Network Management
• Enrich the Provider Search Experience
• Add More Custom Fields to Run Provider Searches
• Accept Referrals from Guest Users
• Coordinate Care for Referred Patients
• Focus on Key Referral Metrics to Improve Efficiency
• Manage Your Patient Referrals Better Using Referral Analytics
• Health Cloud Has New and Changed Objects
• Create Custom Report Types for More Objects
• New and Changed Invocable Actions in Health Cloud
• New Connect REST API Resources in Health Cloud
• Update Sharing Settings for the Operating Hours Object
• Offer Members Real-Time Discounts on Their Purchases
• Pick from a Diverse Set of Options to Define a Promotion’s...
• Get a Jump-Start on Adding Promotion Rules with Promotion Templates
• Offer Wide-Ranging Rewards to Members
• Put a Cap on the Brand’s Promotion Spend
• Notify Members About Promotions Through Personalized Emails
• Manage All Aspects of Your Promotions from a Single App
• Analyze Promotion Impact with Global Promotions Management Analytics
• Make Your Loyalty Program Engaging and Fun with Games
• Do More with the Refreshed Quick Promotion Guided Flow
• Increase Your Efficiency with a Simplified Loyalty Program Page
• Optimize Your Liability Forecast with Multivariate Forecasting
• Reward Members for Scanning Receipts
• Improve Dining Experience With Loyalty Management Restaurant POS
• New and Changed Objects in Loyalty Management
• New Metadata Types in Loyalty Management
• New Connect REST API Resources in Loyalty Management
• Gamification Mobile SDK
• Manage Sales Agreement Data Easily and Swiftly
• Build a Product Portfolio That Best Reflects Your Company’s Offerings
• Get Visibility Into the Entire Lifecycle of Your Inventory
• Design Your Own Search Experience to Manage Your Inventory
• Quickly Import Production Forecasts from CSV Files
• Watch Manufacturing Cloud Videos
• Media Cloud
• Author Disclosure Reports in Microsoft 365 Word
• Categorize Emissions for Ground Travel Energy Use into Individual...
• Keep Better Track of Market-Based and Location-Based Electricity...
• Make Setup Pages Accessible to Net Zero Cloud Admins
• Other Improvements to Inventory Automation
• Other Improvements to Emissions Factors Management
• New and Changed Objects for Net Zero Cloud
• New Net Zero Cloud Metadata Type
• New Invocable Action in Net Zero Cloud
• Track Program Effectiveness by Using Analytics Dashboards
• Access the Enhanced Climate Action and Audit Dashboards Quickly
• Accelerate Complaint Intake for Judicial and Investigative Cases
• Efficiently Manage Service Requests
• Easily Add Participants to a Case Proceeding
• Ensure Accurate Eligibility Determinations When Circumstances Change
• Get Insights into Caseworker Productivity and Community Impact
• Easily Refer Constituents to Providers by Using a Guided Flow
• Use Filters to Aggregate a Subset of Records
• Administer Social Insurance Benefits to Constituents
• Create Business Authorization Applications with Out-of-the-Box...
• Set Up the Add Complaint Participants and Add Allegations Flows with...
• Easily Configure More Case Management Features by Using the Updated...
• Control Provider Access to Benefit Assignment Records on Experience...
• Assign Public Sector Solutions Permissions to the Salesforce...
• New and Changed Objects in Public Sector Solutions
• New and Changed Metadata Types in Public Sector Solutions
• New and Changed Tooling API Objects in Public Sector Solutions
• Apex: New and Changed Items
• Design Special Pricing Terms with More Precision
• Project Accurate Accruals with Precise Accrual Rates
• Efficiently Import Incentive Claims and Transaction Data from CSV...
• Changed Fields in Rebate Management and Ship and Debit Process...
• Bring Referral Promotions of the Company’s Various Brands Under One...
• Bake Referral Processes into the Brand’s Existing Business Processes
• Grow a Referral Program Base by Identifying Members Who Are Likely...
• Watch Referral Marketing Videos
• Changed Objects in Referral Marketing
• New Invocable Actions in Referral Marketing
• New Referral Marketing Metadata Types
• Salesforce Contracts
• Use Education Cloud to Support Mentoring
• Support Learners with Mentoring Programs
• Create Mentoring Program Enrollment Portals
• Create Mentoring Records Using Education Public API
• Customize the Application Experience For Your Users
• Create an Applicant Portal for Parents, Guardians, and Agents
• Leverage AI to Discover Skills for Courses and Programs (Pilot)
• Use the Education Portal Template to Create Customized Sites for a...
• Create Action Plans by Using Action Plan Templates in Action Center
• Manage Action Plans on the Case Record Page
• Modify Your Learning Offerings in the Learning Wizard
• View Learning Program Plan Details in Program Plan Summary
• Enhance Institutional Efficiency by Using Analytics Insights
• Use Fundraising Updates for Advancement
• Create and Manage Mandated Reports Using Disclosure and Compliance Hub
• Support Programs and Benefits Using Outcome Management
• Update OmniStudio Designer Settings
• Migrate Managed Packages to Education Cloud
• New and Changed Objects in Education Cloud
• New Connect REST API Resource in Education Cloud
• Quickly Build an Integration with Fundraising
• Split Gift Transaction Amount Attribution Across Multiple Campaigns
• Create Outreach Source Code URLs
• Track Payment Data
• Import Data with CSV Data Management for Industries
• Do More With Program and Case Management in Experience Cloud
• New and Changed Objects in Nonprofit Cloud
• New and Updated Connect APIs
• IdeaExchange Delivered: Find and Fix Potential Duplicates in...
• Security Enhancements for Volunteers for Salesforce (Managed Package)
• Vlocity Contract Lifecycle Management
• Enhance AI Capabilities for Sagemaker Integration
• Streamline Customer Service by Quickly Launching Button- and...
• Personalize Action Launcher
• Accelerate Action Launcher Configuration with Out-of-the-Box...
• Create Actionable List Definitions Faster with Predefined Data...
• Build More Flexible and Extensive Filters with Multi-Select Picklists
• Reuse Filter Criteria with Filter Templates
• Get a Quick View of an Actionable List Member’s Details
• Batch Management Big Objects Support
• Streamline the List Creator Workflow with Contextual Bulk Actions
• Changed Object in Bulk Action Panel
• Use a Template to Invoke Expression Sets from a Flow
• Create Precise Rules with Null Operators and Functions
• Add Business Elements to a List Group
• Simplify Decision Table Lookups with Enhanced Field Grouping
• Include Null Values in Lookups to Streamline Results
• Narrow Down Search Results for Explainability Set Message Templates
• Show Users Decision Explanations for Steps That Use List Variables
• Explain Why a Decision Matrix Has No Result
• Show Users Explanations for Business Element Results
• Work with Expression Sets Efficiently with the Enhanced Expression...
• Permission Set Changes to Enable List Variable Usage in Expression...
• Changed Business Rules Engine Object
• Changed Business Rules Engine Tooling API Objects
• Extend and Seamlessly Enhance Standard Definitions
• Easily Sync an Extended Custom Definition
• Other Context Service Enhancements
• Display Search Results as Cards
• Use More Search Result Filters
• Filter Search Results by Fields with Multiple Values
• Changed Objects in Criteria-Based Search and Filter
• Prepare and Upload CSV File
• Select Salesforce Object and Map Columns
• Preview and Validate CSV File Data
• View Import Logs
• Choose Data Cloud Objects for Data Sources
• Write Back Results to Data Lake Objects
• Use Data Spaces in Data Processing Engine Definitions
• Troubleshoot Quickly with Restore Previous Saved Field Selection
• Upload CSV File Data to Salesforce with Data Processing Engine
• Data Processing Engine Videos
• Choose Which Assessment Questions to Prefill
• Save Assessments as Drafts to Complete Later in Health Cloud
• Changed Objects in Discovery Framework
• Automate Business Processes with the Get Record Details Action
• Add Collaborators to a Grantmaking Portal
• See the Difference Between the Planned Budget and What Was Spent
• Create Private Funding Opportunities in Experience Cloud
• New and Changed Objects for Grantmaking
• Streamline Data Extraction by Using Intelligent Document Reader
• Changed Invocable Actions
• Streamline Data Extraction by Using Intelligent Form Reader
• Provide Customized Insights on Actionable Lists
• Optimize Business Performance by Using Custom Key Performance...
• Experience Streamlined Navigation in KPI Bar
• New Objects in KPI Bar
• Access Data Segments Securely and Easily
• View Key Information Quickly
• Stay Informed on Actionable List Limit with Email Notification
• Automatically Calculate and Create Indicator Results
• Connect Case Management Care Plans to Outcome Management
• Use Outcome Management with Experience Cloud
• New and Changed Objects for Outcome Management
• Drive Engagement with Scheduled Reminders
• New Objects in Scheduled Reminders
• New Connect REST API Resource in Scheduled Reminders
• Securely Show Engagement Events on Timeline
• New Object in Timeline
• Kick-Start Campaign Creation with Preset Options
• Build Audiences and Track Success with Unified Data
• Market Responsibly with Consent Management Tools
• Generate Campaigns and Segments with Einstein AI
• Create Content in a Consistent Editing Experience
• Other Features in Marketing Cloud Growth
• Marketing Cloud Engagement
• Generate Content with Einstein in Account Engagement
• Import Account Engagement Email Data into Data Cloud
• Use the Latest Email Editing Experience for Account Engagement
• Update Your Account Engagement Sending Domains to Prepare for 2024...
• The Twitter Connector Has Been Retired
• Account Engagement API: New and Changed Items
• Streamline Everyday Activities with Einstein Copilot on the...
• Generate Content on Record Pages with the Salesforce Mobile App
• Salesforce Mobile App Requirements Have Changed
• Save Dashboard Views on Your Mobile Devices
• Uncover Answers to Business Questions with Data Cloud Reports
• Easily Configure Offline Landing Pages with Mobile Builder (beta)
• Offline App Onboarding Wizard v2 Enhancements
• Offline App Developer Starter Kit Enhancements
• Defined Global Actions Now Primed for Offline Use
• Better Error Handling When Quick Actions Haven’t Been Deployed
• IdeaExchange Delivered: Use Dynamic Actions on Standard Objects on...
• Avoid Disrupting Your Mobile Publisher Android App’s Push...
• Add Biometric ID Checks for Mobile Publisher for Experience Cloud...
• Set the Default Method for How Your Mobile Publisher for Experience...
• View All Rules and Filters on a Briefcase
• Update Your Android Mobile Connected App’s Information for Push...
• Automatic Upgrades for Managed Packages
• Display FlexCards with More Options
• Improve Workflows with Usage Data
• Migrate All Versions of OmniStudio Components
• Save Time Activating Components After You Change Runtimes
• Send Documents on Behalf of Others
• Use OmniOut on Mobile Devices
• OmniStudio Minor Releases
• Increase Product Findability Through a Visual Product Catalog
• Reuse Attributes to Define Similar Products At Scale
• Accelerate Product Creation Through Product Classifications
• Effortlessly Design Products Of Varying Levels Of Complexity
• Model Products to Represent Industry-Specific Product Types
• Define Business Rules For Product and Product Category Eligibility...
• Define Business Rules For Product Validation and Compatibility
• Customize the Product Catalog Management Home Page with Lightning...
• Use APIs to Programmatically Access Your Product Data
• Scratch Org Features
• New and Changed Objects in Product Catalog Management
• New Tooling API Objects in Product Catalog Management
• New Metadata Types in Product Catalog Management
• Manage Pricing Policies and Processes Easily by Using Salesforce...
• Perform Complex Price Calculations Using a Recipe
• Track Your Products by Using Price Books and Price Book Entries
• Control Pricing with Adjustment Schedules
• View Your Pricing Data Your Way
• View Product Discounts on a Single Calendar
• Build Context Definitions to Use Data Efficiently
• Calculate Discounts Using Defined Pricing Elements
• Set a Product’s Price on the Object Record Page
• View Pricing Process Logs with Price Waterfall Persistence (Pilot)
• Invoke Salesforce Pricing from Flows or Apex Code
• Invoke Salesforce Headless Pricing from Flows or Apex Code
• Manage Financial Decisions With Partner Communities
• Configure Salesforce Pricing with Ease Using Guided Setup
• New Objects in Salesforce Pricing
• New Metadata Types
• Configure Your Products More Easily
• Discover Suitable Products
• Help Make Buying Decisions and Identify Additional Selling...
• Select Custom Qualification and Pricing Procedures
• Capture Quotes and Orders
• Configure Products To Accurately Price Quotes and Orders
• Increase Revenues With Partner Communities
• New and Changed Objects in Salesforce Quote and Order Capture
• New Connect REST API Resources in Quote and Order Capture
• New Metadata Types in Quote and Order Capture
• New Invocable Actions in Quote and Order Capture
• See the Customer Assets That Need Your Attention
• Visualize Customer Assets in Partner Communities
• Amend, Renew, or Cancel Assets
• Create a Contract from a Quote or Order
• Automatically Create an Asset Contract Relation Using Asset Creation...
• New Invocable Actions in Asset Lifecycle
• New Metadata Types in Asset Lifecycle
• Generate Permissions for the Integration User
• Enhanced Error Handling for Billing Schedules
• Ensure Valid States When Using Single Invoice Generation API
• Ensure Users Can Access OrderToAsset and OrderItemToAsset Platform...
• Draft Personalized Sales Emails with Einstein
• Get More Options with Custom Sales Email Templates
• Draft Sales Emails in More Languages
• Let Users Enter Generative AI Instructions to Create Sales Emails
• Control Whether Users Can Enter Their Own Sales Email Prompt...
• Accelerate Productivity With Sales Summaries in Einstein Copilot...
• Identify Risky Deals in Your Seller’s Forecast
• Take the Next Best Step to Close More Deals
• Reengage Customers with a Post-Call Email
• Learn Best Practices from Similar Won Deals
• Connect Google to Salesforce with a Google Workspace Marketplace App
• Resolve User Connection and Synchronization Issues Quickly to...
• Get In-App and Email Notifications When Users’ Connections Are in...
• Address Your Users’ Connection Issues Quickly by Seeing Org ID and...
• Get Fewer User Connection Notifications
• Trigger Flows from Activity Insights
• See More Activities Dashboards in One Place
• More Salesforce Orgs Are Eligible for Activity 360 Reporting
• Ask Call Questions with Call Explorer Powered by Einstein
• See Call Summaries in Languages Other than English
• Use Einstein Conversation Insights with Microsoft Teams and Google...
• See the License Usage and User Status for Einstein Conversation...
• Use Einstein Conversation Insights in More Languages
• Add Call Participants to Video Call Records with Ease
• Access Full Support for More Voice Providers
• Get 10 Einstein Conversation Insights Licenses with Enterprise Edition
• Access Dashboard Improvements
• Identify Speakers on Mono Calls
• Get More Details About Errors
• Drive Success with Seller Home
• Visualize Customers and Prospects on a Map
• See Which Leads are Engaging and View Insights
• Get a Full View of Account Health with the Account Intelligence View
• See Which Contacts are Engaging and View Insights
• Spend Less Time Finding New Contacts with Einstein Suggestions
• Create Responsive Cadences Faster with Cadence Builder 2.0
• Save Time by Creating Call Scripts and Email Templates with Quick...
• Perform a Deep Analysis of Win Rates and Pipeline Bottlenecks
• Manage Your App Installation and Refreshes in One Place
• Make Installing Revenue Insights a Breeze
• IdeaExchange Delivered: Get More in Pipeline Inspection with...
• Narrow In on Deals with Filter Logic in Pipeline Inspection
• IdeaExchange Delivered: Get a More Flexible Pipeline Inspection UI
• View and Set Forecasts with Forecast Groups
• Gain Forecast Clarity with Side-by-Side Adjustment Details
• Access Different Forecast Views in Tabs
• Gain Deeper Insights About Forecast Health with Forecast Chart...
• Unlock More Details and Spot Trends with More Forecasting Custom...
• Round Forecast Amounts for More Streamlined Forecasts
• Build a Community of Loyal Partners with Partner Enablement Programs...
• Expand Your Enablement Strategy to More Users with Program...
• Assign Offline Tasks to Your Sales Reps in Enablement Programs
• Refresh Program Progress at Your Convenience
• Try Sales Programs for Free with Enablement Lite
• Other Changes in Enablement
• Create and Test In-App Guidance in Lightning Experience with the New...
• Find a New Name for Prompt and Walkthrough Management Permissions
• Monitor Your Channel Business Like a Pro from the Channel Management...
• Enable and Guide Your Partners
• Sharpen Selling Decisions with a Consolidated View of Insights on...
• Prioritize Selling with More Pipeline Insights and Actions
• Track Partner Activity with New Analytics Resources
• Other Changes for Partner Relationship Management
• Engage Stakeholders in Sales Planning Processes
• Optimize Boundary Assignments
• Other Improvements in Sales Planning
• Log Emails and Events More Accurately and Quickly
• Get More Options in Your Email Integration with Custom Sales Email...
• Enter Generative AI Instructions to Create Sales Emails in Email...
• Time Slots for Suggested Meeting Times Have a New Look
• Inbox Mobile App
• Inbox Mobile Was Retired
• Salesforce for Outlook Is Now Being Retired in December 2027
• Set Up Salesforce Everywhere More Easily
• Stay Logged In to Sales Cloud Everywhere
• Keep Productivity at Hand with the Embedded Side Panel for Everywhere
• Work Efficiently with Sales Cloud Everywhere
• Sell More Efficiently in Sales Cloud Everywhere
• Follow Up on Companies of Interest with Contextual Insights
• Follow Up on People of Interest with Contextual Insights
• Update Data for Many Records in Workspace
• Get the Power of Copilot in Sales Cloud Everywhere
• Set Up Meeting Options More Easily in Sales Engagement Setup
• Meeting Studio Is Being Retired
• Marketing App Was Renamed
• Social Accounts, Contacts, and Leads Was Retired
• Enable New Order Save Behavior (Release Update)
• Schedule Content to Publish and Unpublish in Enhanced CMS Workspaces
• Preview Content in Enhanced CMS Workspaces
• Work Smarter with Upgrades to CMS Workflows
• Flow Integration
• Provide Data to Einstein with Template-Triggered Prompt Flows
• Send Data to Data Cloud using Flows
• Verify Your API Connection via HTTP Callout
• Create Multiple Instances of a Set of Fields with the New Repeater...
• Sum or Count Items in Collections More Easily with the Transform...
• Use More Components to React to Changes on the Same Screen...
• Use Text Templates to React to Changes on the Same Screen
• Validate User Input for More Screen Components
• Wait for Engagement Events in Segment-Triggered Flows with the Wait...
• Run Event-Triggered Flows as Workflow User
• Save the Progress of Your Flow as You Build Expanded to More Elements
• Find and Select Flow Resources More Easily in More Elements
• Use Predictions from Your AI Models in Flows
• Debug Data Cloud-Triggered Flows
• Maintain Your Previous Selections When You Search a Data Table
• View Performance Details for Segment-Triggered Flows
• Migrate Even More Processes with the Updated Migrate to Flow Tool
• Delete Workflow Rules from Managed Packages
• Identify Flows Containing Email Alerts
• Have Unlimited Paused and Waiting Flows
• Salesforce Relaunches Four Previously Enforced Release Updates
• Manage Your MuleSoft Anypoint Platform Connection (Beta) in MuleSoft...
• Use Custom Input Validations with Screen Extension Components
• Use Media Type Mapping Options for Importing APIs with MuleSoft...
• Enable EmailSimple Invocable Action to Respect Organization-Wide...
• Enforce Sharing Rules when Apex Launches a Flow (Release Update)
• Prevent Guest User from Editing or Deleting Approval Requests...
• Restrict User Access to Run Flows (Release Update)
• Enable Secure Redirection for Flows (Release Update)
• Enforce Rollbacks for Apex Action Exceptions in REST API (Release...
• Run Flows in User Context via REST API (Release Update)
• Evaluate Criteria Based on Original Record Values in Process Builder...
• Make Flows Respect Access Modifiers for Legacy Apex Actions (Release...
• Disable Access to Session IDs in Flows (Release Update)
• Enable Partial Save for Invocable Actions (Release Update)
• Control the User Context of a Background or MuleSoft Step
• Use Reports for Flow Orchestration Objects to Track Orchestration...
• Disable Default Email Notifications for Orchestration Work Items
• Fine-Tune Access to Flow Orchestration Functions
• Other Improvements
• Salesforce for Slack Integrations
• Update References to Your Previous Salesforce Domains
• Use Partitioned Domains in More Orgs
• Migrate to a Multiple-Configuration SAML Framework (Release Update)
• Improve Compatibility with Third-Party Services with the Token...
• Expand Branding Options and Improve Security for Headless Identity...
• Monitor Changes to Login Pages in the Setup Audit Trail
• Find Experience Cloud SAML Endpoints More Easily
• Salesforce-Managed App for the Twitter Authentication Provider is...
• Generate Parameters for the Proof Key for Code Exchange (PKCE)...
• Rotate Refresh Tokens
• Responses from the SCIM Users Endpoints Use 24-Hour Format for...
• Get OAuth 2.0 Credentials for Consumers Associated with an External...
• Configure an OAuth 2.0 Client Credentials Flow for an External...
• Configure an OAuth 2.0 Device Flow for External Client Apps
• Configure an OAuth 2.0 JWT Bearer Flow for External Client Apps
• Disable or Enable an External Client App Plugin
• MFA Auto-Enablement Concludes for All Remaining Orgs (Release Update)
• UI Text Improvements for the MFA Registration Experience
• Salesforce Authenticator Is Disabled for External Users in Newly...
• Revert Seamlessly to One-Time Passcodes for Identity Verification in...
• Update the Salesforce Authenticator App to Version 4.1 in Summer ’24
• Use Email Verifications to Back Up and Restore Connected Accounts in...
• Stay on Top of Push Notifications for Salesforce Authenticator
• Terminate a User’s UI Sessions Automatically When Resetting Their...
• Login History Entries Are Reduced When Login Rate Limiting Is Active
• Set Up Registration and Login for Pay Now
• Upgrade to Identity Connect 7.1.6
• Receive Additional Status Information During Headless Forgot...
• See Password Resets in the Login History
• Use the Basic Authentication Protocol with Named Credentials
• Distribute Named Credentials with Second-Generation Managed and...
• Do More with Named Credential Formula Functions
• Experience Improvements to Sandbox Cloning and Org Migrations for...
• Automatically Run Right to Be Forgotten Jobs
• View Error Details for Failed Policy Jobs
• Copy Privacy Center Policies Between Sandbox and Production Orgs
• Share Data Between Preference Manager and Data Cloud (Beta)
• Add an Unsubscribe All Button to Preference Forms
• UI Text and Functionality Improvements in Privacy Center
• Find Records More Efficiently When Restoring Backups
• Back Up New Data On Demand
• Back Up Files and Attachments
• Control Formula Field Data Backups at the Object Level
• See Detailed Information About Unusual Guest User Activity with the...
• Access and Download Event Log File Data with the Event Log File...
• Monitor Custom Component Usage with Custom Component Instrumentation...
• Generate Event Log Files by Default
• IdeaExchange Delivered: Use External Key Management in All...
• Configure Your Encryption Policy with Fewer Clicks
• Enjoy Clearer Names for Probabilistic and Deterministic Tenant Secrets
• Encrypt Financial Account Name and Number in Automotive Cloud
• Encrypt Grantmaking Compliant Data Sharing Comments
• Encrypt Nonprofit Cloud Payment Information
• Encrypt Applicant and Application Form Fields
• Encrypt Fields Used to Train Generative AI Models
• Review Guest User Anomaly Threat Detection Data in Security Center
• Benefit from More Relevant Information in Security Center
• Monitor Additional System Permissions
• Update Your Content Security Policy (CSP) for Upcoming Changes
• Allow Only Trusted Cross-Org Redirections (Release Update)
• Enter New Firebase Information for Android Push Notifications
• XSS Protection Setting Was Removed
• Einstein Bots Release Notes Have Moved
• Enterprise Edition Support and New Name for Service Cloud Einstein...
• Use Work Summaries for Chat in More Languages
• Use Work Summaries for Messaging Channels in More Languages
• Close Cases More Efficiently with Work Summaries in Einstein Copilot...
• Get Service Insights and Build Bot Intents with Einstein...
• Grow Your Knowledge Base with Generative AI (Generally Available)
• Use Einstein Knowledge Creation in More Languages
• Use Service Replies for Chat in More Languages
• Use Service Replies for Email in More Languages (Generally Available)
• See the Knowledge Article Einstein Used to Draft Grounded Service...
• Monitor Knowledge Engagements Across Channels and Contexts
• Help Agents Gauge Customer Effort
• Help Agents Predict Customer Escalations
• Apply Additional Service Assets in Data Cloud
• Disable Ref ID and Transition to New Email Threading Behavior...
• Improvements to Email-to-Case
• Transition to the Lightning Editor for Email Composers in...
• Get Started with Enhanced Messaging for SMS (Generally Available)
• Say Goodbye to Standard WhatsApp Channels
• Accept Larger Files in Apple Messages for Business
• Close Out Enhanced Messaging Sessions Faster Using Einstein Work...
• Populate Pre-Chat Form Fields by Using an API
• Provide Service and Marketing Together with Unified Messaging for...
• Keep Your Agents’ Identities Hidden
• Extend Customization of the Enhanced Conversation Component
• Message Customers in Right-to-Left Languages
• Improvements to Messaging
• Auto-End Enhanced Messaging Sessions After No Response
• Try Partner Messaging (Beta)
• Provide Double Opt-In Support in Enhanced Messaging
• Speed Through Messaging Sessions with the Omni-Channel Sidebar
• Preview Your Messaging for Web Branding and Configurations
• Optimize Messaging for In-App and Web with a New Trailhead Badge
• Customize Your Messaging Conversation Window Header with Lightning...
• Save a Transcript of Your Messaging for Web Conversation
• Wrap Up Call and Enhanced Messaging Sessions Faster with Einstein...
• Enable Single Sign-On with Your Own Identity Provider
• Get Streamlined Support for Service Cloud Voice with Amazon Connect
• Choose a Device for Omni-Channel Notification Sounds
• Set Voice Calls as Interruptible Work to Let Agents Handle the Most...
• Recover Transcripts After Service Downtime and Errors
• Set Up Agents Quickly with Auto-Created Quick Connects
• Take Advantage of Additional Einstein Conversation Insights Support...
• Pass the Conversation Intelligence Rule Name as Input to a Flow...
• Check More Critical Settings with the Voice Status Utility
• Get the Latest Enhancements for Your Amazon Connect Contact
• Prepare for Google Chrome’s Phasing Out of Third-Party Cookies
• Social Customer Service Starter Pack Is Being Retired
• Chat is No Longer Available to All Eligible Orgs
• Other Improvements to Chat
• Learn More About Individual-Object Linking from a Welcome Banner
• Turn On Lightning Article Editor and Article Personalization for...
• Unify Your Organizational Knowledge Across Sources in Salesforce...
• Report on Knowledge Engagements Across Channels and Contexts
• Boost the Effectiveness of Your Knowledge Articles with Additional...
• Structure Your Help Site with Data Categories (Generally Available)
• Change the Look and Feel of Your Data Categories
• Improve the Experience of Your Site Users
• View Data Subcategories with the Subcategories List Component
• View Layered Data Subcategories
• Create Your Fulfillment Automations Faster with an Improved...
• Enhance Catalog Fulfillments with Autolaunched and Orchestration Flows
• Control Access to Catalog Items with Eligibility Rules
• Enhance Your Service Catalog Management Experience with Item Search
• Learn How to Use Catalog Eligibility Rules
• Navigate Item Hierarchies Efficiently in Your Service Catalog Site
• Navigate Between Service Catalog Site Pages Effortlessly
• Track Your Catalog Request with the Status Field
• Track Catalog Requests with Catalog Request IDs
• Get the Most out of Omni-Channel with the Sidebar Layout
• Swiftly Tailor Omni Supervisor to Your Supervisors’ Needs with...
• Create Custom Tabs for Omni Supervisor
• Select Multiple Queues You Want to Monitor on the Omni Supervisor...
• Protect Your Agents’ Identities with Agent Aliases
• Use Enhanced Omni-Channel in Apps with Standard Navigation
• Enhanced Omni-Channel Allows More Queued Work Items
• Create Reports for Agent Work with Pre-Configured Report Types
• Get Omni-Channel Notification Sounds Through Your Speakers
• Improve Engagement with AI-Optimized Surveys
• Enhance Survey Reach and Accuracy with Generative AI Translations
• Get Easy Access to Natural Language Processing Insights
• Invocable Action to Initiate Natural Language Processing Services
• Other Salesforce Products and Services
• Legal Documentation

Salesforce Spring ’24 Release Notes

See how the Spring ’24 release helps teams work smarter with new product innovations built on Data + AI + CRM + Trust.

• What’s New for the Salesforce Release Notes? Learn about new features that make the Salesforce release notes easier to use. Think of this page as the release notes for the release notes and check back each seasonal release to see what’s new and improved. We also welcome your feedback.
• How to Use the Release Notes Our release notes offer brief, high-level descriptions of enhancements and new features. We include setup information, tips to help you get started, and best practices to ensure your continued success.
• Get Ready for the Release Reading the release notes is a great step in preparing for the release. These other resources help get you and your users ready for what’s coming your way. We add resources throughout the release when they become available, so check back often.
• Release Notes for Features Released Monthly Salesforce releases features and enhancements more frequently than three times per year for some products. Find out what’s new and read more about these features, as often as monthly, right here in the seasonal release notes.
• Release Note Changes Read about changes to the release notes, with the most recent changes first.
• How and When Do Features Become Available? Some features in Spring ’24 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
• Supported Browsers We’ve made some changes to our supported browsers documentation, making it easier to find what you need. Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.
• Salesforce Overall Learn about new features and enhancements that affect your Salesforce experience overall.
• Release Updates Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations.
• Analytics Analytics enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau.
• Commerce Commerce Cloud enhancements include new and updated features for B2B and D2C Commerce, Omnichannel Inventory, Salesforce Order Management, and Salesforce Payments.
• Customization Give record page users more of what they need where and when they need it with enhancements to Dynamic Forms-enabled Lightning pages. Access invoice, payment, shipment, and return data in Snowflake more easily using Salesforce Connect adapter for SQL.
• Data Cloud Ingest, harmonize, unify, and analyze streaming and batch data with Data Cloud. Then use that data to unlock meaningful and intelligent experiences across Customer 360 applications and beyond.
• Deployment Check out what’s new in deployment.
• Development Whether you’re using Lightning components, Visualforce, Apex, or Salesforce APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.
• Einstein Supercharge your workforce efficiency with predictive and generative AI.
• Experience Cloud Discover a number of upgrades to improve your LWR and Aura sites. See all your site publication changes in Experience Builder with the Change History panel. Use improved URL configuration options to make your URLs SEO friendly and drive more traffic to your LWR sites. Improve site performance, scalability, security, and SEO with Experience Delivery (pilot), a new LWR site infrastructure. And build more personalized sites with Expression-Based Component Variations, now generally available.
• Field Service See what’s new in Field Service to help your team deliver on performance and customer service.
• Hyperforce Hyperforce is the next-generation Salesforce infrastructure architecture built for the public cloud. It provides Salesforce applications with compliance, security, privacy, agility and scalability, and gives customers more choice over data residency.
• Industries Industries solutions shape Salesforce to the needs of your business, reducing the need for you to customize things yourself. Streamline delivery and distribution processes and run better promotions with Consumer Goods Cloud. Create and execute financial plans with Financial Services Cloud. Health Cloud optimizes home visit scheduling and offers new ways to view, update, and create care plans. Run better promotions and boost member engagement with Loyalty Management. Net Zero Cloud streamlines disclosure management and reporting. Boost caseworker efficiency and reduce administrative burden with Public Sector Solutions. Manage mentoring programs, learning programs, and learning courses with Learning Wizard in Salesforce for Education. We also have plenty of changes for Automotive Cloud, Manufacturing Cloud, Salesforce for Nonprofits, Industries common features, and many more.
• Marketing Cloud Growth Marketing Cloud Growth edition uses the power of the Salesforce platform and reimagined core objects to offer a curated experience just for marketers. This experience is generally available in Spring ’24. Kick-start campaigns with predefined options, build meaningful audiences from unified data, and create automated messaging using new flow elements. Plus, get a little help from Einstein generative AI along the way. Admins can use the setup assistant in Salesforce Setup and the implementation guide to help prepare and customize your Marketing Cloud Growth .
• Marketing Cloud Engagement Marketing Cloud Engagement is the premier platform for delighting customers with 1:1 customer journeys. It enables you to build a single view of your customer, leveraging data from any source. Plan and optimize unique customer journeys based on your business objectives. Deliver personalized content across every channel and device at precisely the right time. Measure the impact of each interaction on your business so that you can optimize your approach in real time and deliver better results.
• Marketing Cloud Account Engagement Streamline processes and improve personalization with generative AI, enhanced Data Cloud integration, and a new email editing experience. Update your sending domains to prepare for upcoming changes to the Gmail and Yahoo email platforms in 2024.
• Mobile Accomplish tasks faster with Einstein Copilot. Mobile Offline for Salesforce Mobile App Plus gets updates to the Offline App Developer Starter Kit, Offline App Onboarding Wizard, and the new Mobile Builder (beta). Add a biometric ID check to your Mobile Publisher for Experience Cloud app. Easily expand or collapse all rules when you view the details of a briefcase in Briefcase Builder.
• OmniStudio In the Spring ’24 release, OmniStudio Standard (when the Managed Package Runtime setting is disabled) supports features from OmniStudio for Vlocity, including specifying XML publish options for FlexCards, tracking use of OmniStudio components, updating addresses with Google Maps, sending documents on behalf of others, and migrating all versions of OmniStudio components.
• Revenue Automate and scale your revenue operations with a robust portfolio of Revenue Cloud products. Introducing Revenue Lifecycle Management—meticulously crafted through customer collaboration to enable product-to-cash automation on one trusted platform. Salesforce CPQ offers improved security with an integration user. Salesforce Billing provides enhanced error logs and a batch invoice run cleanup process so that it’s easier and faster to generate correct invoices. And Subscription Management includes security and usability improvements so that you can manage recurring revenue operations with ease.
• Sales Boost your sales teams’ results with new Einstein features, detailed metrics, and simplified setup experiences. Einstein for Sales users can harness the power of generative AI to draft sales emails, answer questions about sales calls, and find similar past won deals. Your sales teams can use Seller Home to see an overview of metrics, goals, suggestions, and activities. Sales reps can use Salesforce Maps Lite to plan in-person and virtual visits in key geographic areas. Revenue Insights has a simplified setup experience, and sales reps can use Stage Conversion analysis to dive into their pipeline details. Pipeline Inspection has a more responsive UI. And in Partner Relationship Management, your channel managers can use the Channel Management Console as a command center for your teams’ indirect sales.
• Salesforce CMS Create content publication schedules and preview content in Salesforce CMS.
• Salesforce Flow Compose intelligent workflows with Flow Builder and Flow Orchestration. Integrate across any system with Flow Integration.
• Salesforce for Slack Integrations Use Slack and Salesforce together to connect with customers, track progress, collaborate seamlessly, and deliver team success from anywhere.
• Security, Identity, and Privacy View anomalous guest user activity right from the Threat Detection app in Security Center. Update your trusted URLs for an upcoming change. Reduce your reliance on redirections for your legacy Salesforce domains. Access External Key Management in all commercial zones. Use the OAuth 2.0 token exchange flow, enable the OAuth 2.0 refresh token rotation, or set up any of a handful of external client app OAuth 2.0 flows.
• Service Check out new features that enable customer service agents to work faster and more productively across customer service channels.
• Work.com Prepare your business, employees, and facilities. Respond to major events, such as the current COVID-19 crisis, with the apps and services in Work.com.
• Other Salesforce Products and Services Get the latest information on features from Customer Success Group, Heroku, IdeaExchange, and Trailhead GO.
• Legal Documentation We made seasonal updates to Salesforce Legal Documents.

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