Introduction
The Salesforce Spring ‘24 release is finally here, bringing a host of new features and improvements tailored for admins. As the platform continues to evolve, this release offers enhancements that make everyday admin tasks simpler and more effective.
In this post, we’ll dive into the top 10 admin features of Spring ‘24, focusing on how they can help streamline your organization, boost productivity, and create better experiences for end-users. Let’s explore what’s new and how you can make the most of these powerful updates.
1. New Dynamic Forms with Related Object Fields
Dynamic Forms have always been a powerful tool for admins, but the Spring ‘24 release takes it a step further. You can now include fields from related objects directly on the Lightning Page, making data visibility more comprehensive.
With this update, you no longer need to rely on complex formula fields or additional components to display data from parent or child records. For example, you can now pull in fields from a related Opportunity on an Account page, giving users a fuller context without extra navigation. This feature will simplify your layouts and save significant time in page configuration.
Admins can access this functionality by navigating to the Lightning App Builder and selecting the desired lookup field to expose related fields. Start leveraging this enhancement today to create cleaner, more dynamic page experiences.
2. Device-Specific Salesforce Dynamic Forms
Visibility rules are nothing new in Salesforce, but being able to control field visibility based on device form factor is a game-changer. With Spring ‘24, you can show or hide individual fields depending on whether the user is accessing the form on a mobile or desktop device.
This update allows admins to fine-tune the user experience, ensuring that mobile users only see the most relevant fields, while desktop users can access the full data set. Imagine a scenario where a sales rep on the go only needs to see basic account information, while desktop users in the office can access more detailed data points.
Use this feature to reduce clutter on mobile pages and enhance focus for users across different devices. Navigate to the Lightning App Builder to configure device-specific visibility rules.
3. Dynamic Actions on Mobile for Standard Objects
Dynamic Actions are now available on mobile for standard objects, giving admins more flexibility in customizing mobile layouts. Previously, this functionality was limited to desktop, but Spring ‘24 extends it to the Salesforce mobile app.
Admins can now define action sets and visibility rules for mobile users, making it easier to create tailored experiences on the go. Standard objects like Accounts, Opportunities, and Cases can now be enhanced with mobile-specific actions.
To enable this, go to the Dynamic Actions menu in the Lightning App Builder and specify the objects and actions you want to configure. Enjoy a seamless, consistent experience across all devices.
4. Updated Analytics with Dashboard Ownership and Visualization
Spring ‘24 introduces several analytics improvements, from dashboard ownership transfer to enhanced visualizations with images and rich text. Admins can now transfer ownership of dashboards without cloning, making it easier to manage when users leave the company.
Additionally, Salesforce has expanded the use of images and widgets in dashboards, previously only available in Unlimited Edition. You can now create more engaging and visually appealing dashboards in any edition, making it easier to communicate insights to stakeholders.
Add images, text, or custom widgets by clicking the “+ Widget” button in the dashboard editor and selecting your preferred component type.
5. New Account Intelligence View
The new Account Intelligence View provides admins with an enhanced way to see account-level data. Users can quickly filter accounts and view statistics such as the total value of open opportunities and the next close date. The view includes a side panel for quick access to related activities or logging new activities without leaving the primary interface.
This feature is designed to save time and offer a comprehensive view of account information, making it ideal for sales managers who want a snapshot of account performance. The updated Contact and Lead Intelligence Views also include engagement metrics to track outreach efforts and lead engagement more effectively.
6. Enhanced Permission Management
Spring ‘24 introduces several updates to permission management that will make life easier for Salesforce admins. Permission Set Groups are now available in all Salesforce editions, and admins will receive alerts before deleting any Permission Sets that are actively assigned.
The new User Access Policies (Beta) allow you to reference picklist fields, groups, and queues, enabling more granular control over who has access to specific data. These updates reduce the risk of accidental data exposure and make it easier to maintain compliance.
7. Updated Lightning Page Performance with LWC
More Salesforce objects are now Lightning Web Component (LWC)-enabled, resulting in faster page load times and improved user performance. This update helps to optimize Lightning pages, especially those with complex components or custom data views.
For admins, this means less frustration for end-users and a better overall experience. Consider reviewing your existing Lightning pages and converting outdated components to LWC where possible to benefit from these performance gains.
8. Updated Migrate to Flow Tool for Migration of More Processes
The Migrate to Flow Tool now supports a wider range of automations and provides notifications when additional configuration is required. This helps admins streamline the migration process from Workflow Rules and Process Builder to Flow, as Salesforce continues to phase out these older tools.
By using this tool, admins can ensure that they’re adopting the most up-to-date automation methods, making their Salesforce orgs more maintainable in the long run.
9. Einstein Search Enabled by Default
Einstein Search is now enabled by default in all Salesforce orgs, providing intelligent search results, personalized recommendations, and improved user efficiency. If your org hasn’t opted out, this is a great opportunity to leverage Einstein Search’s capabilities to boost productivity.
Admins should review Einstein Search’s settings to ensure that users are getting the most out of this powerful tool.
10. Seller Home for Improved Sales Experience
The new Seller Home is a dashboard-like homepage tailored for sales teams, providing quick access to key metrics and recent activity. Sales users can see an overview of opportunities, accounts, leads, and contacts, as well as upcoming meetings and to-do items.
This centralized view is designed to boost productivity and help sales users focus on what matters most. Admins can enable this feature from Setup to give their sales teams a more powerful and visually appealing home base.
Honorable Mention – 10 Einstein Conversation Insights Licenses with Enterprise Edition
Enterprise Edition orgs now include 10 Einstein Conversation Insights licenses, which allow users to analyze recorded conversations for insights such as competitor mentions, pricing discussions, and key follow-up actions. This feature can provide valuable data for sales teams looking to refine their strategies.
Sales users can get a ton of useful information at a glance including:-
- Opportunity Overview
- Account Overview
- Lead overview
- Contact overview
- Weekly or monthly goals
- Today’s Events
- To-do items
- Recent Records
- Contact suggestions—identified by Einstein from a user’s emails and events
Summary
The Salesforce Spring ‘24 release offers numerous enhancements that make life easier for admins. From dynamic forms and actions to advanced analytics and performance improvements, these features are set to revolutionize the admin experience.
As always, staying up-to-date with the latest features is essential for maximizing your organization’s use of Salesforce. Take some time to explore these updates, and let us know in the comments which features you’re most excited to implement!
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