Salesforce Summer ’24 release introduces major enhancements that enhance automation, user experience, analytics, and AI across the platform. These new releases aim to simplify admin tasks, empower developers, and empower business users with intelligent tools. Regardless of whether you’re a Salesforce admin, developer, or executive decision-maker, knowing what’s new helps you get the most out of your CRM investment.
Below is a close-up look at Summer ’24 release’s most impactful features, though.
1. Automation Lightning App
Salesforce stays focused on automation and introduces the new Automation Lightning App, which brings all automation features into a single location. Rather than having to delve into the classic Setup menu, now users have a central location to work with flows, monitor automation performance, debug, and tap into community-sourced knowledge. The one interface streamlines viewing and managing automated business processes and simplifies complexity for admins to manage automation at scale.
2. Einstein for Flow (Beta)
Einstein for Flow combines AI and Salesforce automation. The beta feature allows users to express their automation flows through simple English language commands. Einstein converts them into the corresponding flow logic, bypassing the time and effort of building new workflows by leaps and bounds. It is especially beneficial to small technical teams, allowing more users to be involved in process automation processes.
3. Einstein for Equations
Formulas and debugging in Salesforce can be scary, particularly when the errors won’t save. The new Einstein for Formulas feature helps by highlighting syntax errors and providing smart suggestions. It not only displays the corrected formula but also provides explanations so that the user knows where things went wrong. What a lifesaver for admins and developers who deal with intricate formula fields on a daily basis.
4. User Access Policies
User permissions in large organizations are a headache to manage. With User Access Policies, administrators can now automate the granting of permission sets and revokes, licenses, and group memberships based on pre-defined criteria like role, department, or region. With this feature, manual intervention is removed, and the right people receive the right access at the right time—improving security and compliance.
5. Improved Analytics Integration
CRM Analytics is given a big shot in the Summer ’24 release. Dashboards are now directly embeddable on Lightning pages, providing users with real-time insights without having to leave their native environment. All this through a new CRM Analytics Lightning Web Component that provides a seamless experience that facilitates smarter, data-driven decisions across departments.
6. Opportunity Splits and Forecast Enhancements
Multi-territory operating sales organizations also have to deal with the issues of forecasting and credit allocation reliability. Opportunity divisions between various territories are now supported in Salesforce, giving better visibility to regional results and more trustworthy forecasting. This functionality allows the sales managers to see contributions both across teams and across territories more evenly and to make more informed strategic decisions.
7. Agentforce 2.0
Salesforce powers its AI with Agentforce 2.0 that introduces intelligent, self-governing agents. AI agents get things done for users, take actions based on context, and connect with collaboration platforms like Slack. Whether managing leads or automating repeated service requests, Agentforce eliminates drudgery and boosts team efficiency across sales, service, and marketing activities.
8. Multi-Factor Authentication (MFA) by Default
Security is never far from mind, and Salesforce is making this space more solid by default-enabling Multi-Factor Authentication (MFA) for new production orgs. It will render it compulsory for all users to employ MFA in order to enter, tremendously reducing unauthorised access risk and enhancing overall data security.
9. Real-Time Lightning Web Component Previews
For developers, Summer ’24 introduces real-time previewing of Lightning Web Components (LWC). This new functionality allows developers to sense changes in real time while developing without having to refresh the page or redeploy code to test changes. It optimizes development workflows and speeds up delivery, making it easier to innovate and iterate.
10. Improved Email Actions in Flow
Salesforce Flow is continually enhanced as a standard automation feature, and more advanced email capabilities are incorporated. The improved “Send Email” action has a 150-recipient limit and supports the inclusion of CC and BCC fields. The feature simplifies communications management for approvals, notices, or alerts without having to use third-party email tools.
Final Thoughts
Salesforce Summer ’24 release represents a major step forward in delivering smarter, more integrated, and more automated CRM experiences. From AI-powered workflows to enhanced analytics and security capabilities, these innovations illustrate how Salesforce is embracing innovation and simplicity.
Businesses ahead of the curve with these new capabilities are automating work, driving productivity, and delivering better employee and customer experiences. Now is the time to bring these capabilities into your Salesforce strategy—whether you’re planning an upgrade, training users, or improving processes.
Ready to get moving? Need help in unlocking these gains with an accredited Salesforce partner capable of driving your business from adopting each new feature to meeting its goals.
