Our Top 10 new features from the Salesforce ☁️ Winter ’24 release ❄️

benahm
KlintForce
Published in
6 min readAug 24, 2023

Once again, we find ourselves in that annual period when the biggest Salesforce ☁️ event Dreamforce 📆 (Can’t wait to be there! 😊), is just few weeks away. however, our focus here will be directed towards the upcoming Winter ’24 ❄️ release, as we highlight our list of the top 10 new features 🌟.

Below the key dates 📅 for this release

  • Sandbox preview starts 🧪: 25 August
  • Production release weekends 🚀: 1 September, 06 and 13 October

Let’s get started ✌.

1) User Interface 🎨

Started in the last release, Summer ’23 ☀️, Salesforce continues to improve 👌 the UI (color contrast and UI elements) in Winter ’24 to align with the W3C guidelines 📜.

2) Sandbox 🪣

The Winter ’24 ❄️ release comes with the Selective Sandbox Access feature, which will allow us to limit 🔒 access to a sandbox during the process of creation/refresh 🔄.

A Salesforce ☁️ admin 👨‍💼 can grant access ✅ to specific users through a public group, all the users included in that group will retain their email 📧 (no .invalid will be added to their email addresses), while all other users will be frozen 🛡️ and won’t be able to access 🚫 the sandbox .

3) Lightning Builder 🏗️

Dynamic forms are now supported ✅ on all standard objects that have been enabled for Lightning ⚡Web components (meaning objects for which LWC components 🧩 can be added to their record pages 📄).

With Dynamic Forms on Mobile going GA ✅, your mobile📱 users can now have the same customized 🛠️ experience as your desktop 💻 users.

4) Reports & dashbords 📊

Navigate to Setup → “Reports and Dashboards Settings” then enable ✅ the “Allow users to change dashboard owner (Lightning Experience Only)” option. This will allow you to change the owner 👤 of a Lightning ⚡Dashboard 📊. (note 📝 : “View All Data” or “View My Team’s Dashboard” permission 🛡️ is needed)

You can now instantly 👌 visualize how a summary formula, incorporating the PARENTGROUPVAL or PREVGROUPVAL function 🧮, will affect your report. With the enhanced ⭐summary formula builder 🏗️, as you choose grouping options, the preview image 🖼️ updates to illustrate the formula’s impact on the report 📊.

5) Permission Sets 🔒

Admins can now view 🔍 all active object, user, and field permissions on a single page 📄 for a permission set using the new 🆕 ‘View Summary (Beta)’ button.

Recent error ❌ messages are now displayed 📺 on permission set group pages, and a new 🆕 button ‘Recalculate’ 🔢 allows you to trigger manual recalculation. Previously, you initiated recalculation by making an update 🔄 to the permission set group.

You can now create reports 📊 on Permission Sets and Permission Set Groups, for example, to view all assigned users 👥

6) Hyperforce 🚀

The Hyperforce migration 🚚 process is made easier through the Hyperforce Assistant 👣, which is now generally available ✅ for both production and sandbox orgs. Furthermore, improvements 👌 have been made to the Prepare 📝 phase, like the hard-coded references and connectivity 📶 checks.

More regions 🌍have been announced 📢 to be accessible with Hyperforce 🚀. See here.

7) Salesforce Backup 💾

Salesforce ☁️ Backup & Restore has been renamed to ‘Salesforce Backup’ 💾, and the product is now generally available. ✅

Salesforce Backup now allows exporting 📤 data from a backup, to enable the use of third-party tools 🛠️ for importing when a restore fails ❌ due to schema changes (such as new/removed fields).

8) Einstein GPT 🤖

You can now create customer voice and video call 📞 summaries 📝 using Einstein GPT 🤖, under the new ‘Summary’ tab 📑.

Sales reps can quickly 👌craft personalized emails for contacts and leads using Einstein GPT. It offers preset email 📧 prompts for common types of messages 💬 like follow-ups or meeting 🤝 invitations.

Discover more Einstein GPT 🤖 features in the Winter ’24 release ➡️ here

9) Salesforce Flow 🔀

New 🆕 Custom Error ❌ element is now available ✅ for Trigger Flows (Before/After), that will allow you to create targeted 🎯error messages for your end users to explain what went wrong or how to correct it. The error messages can be displayed on the overall record page 📄 or as an inline error on a specific field

HTTP Callout is generally available ✅ and now supports the methods: PUT, PATCH, DELETE

Transform collections 🗂️ of data between flow resources with the new Transform (Beta) 🔄 element. This will come in handy 👌for transforming data that comes from an HTTP Callout.

Reactive Components for Screen Flows 🔀 are now in GA ✅, and the Display Text 📄component is now also reactive (in Beta).

Read 📖 more about the numerous new Flow features 🌟 here.

10) Lightning Web Component 🌩️

import("c/analyzable")

You can now dynamically import/instantiate a LWC ⚡ component 🧩, which could help avoid loading 📦 large modules that you don’t need for all cases.

<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>58.0</apiVersion>
</LightningComponentBundle>

When adding an API version to a custom 🔧component, you will now instruct the LWC 🌩️ framework to operate as it did during the Salesforce ☁️ release that matches that version. This will allow Salesforce to introduce updates ✨, fixes ✔️, and enhancements 💡 while gradually phasing out older features.

customElements.define()

With Lightning Web Security 🔒 (LWS) enabled ✅, you will be able to create custom 🔧 elements within your Lightning ⚡ web components.

lightning/platformWorkspaceApi // LWC Workspace API (beta)
lightning/logger // Instrumentation API (beta)
lightning/toast // now GA
lightning/toastContainer // now GA

New LWC API modules 📦 have been added ➕ and some are now in GA ✅.

Read 📖 more about the development/LWC new features ➡️ here

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benahm
KlintForce

Salesforce Technical Architect 👷‍♂️⚒️💻☁️