Salesforce Spring24 Release Notes

Salesforce Release Notes
Future-proof your business with Data + AI + CRM + Trust

Salesforce, Spring ’24
PREVIEW
Note: This release is in preview. Features described in this document don’t become generally
available until the latest general availability date that Salesforce announces for this release. Before @salesforcedocs
then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general Last updated: December 15, 2023
availability within any particular time frame or at all. Make your purchase decisions only on the
basis of generally available products and features.
© Copyright 2000–2024 Salesforce, Inc. All rights reserved. Salesforce is a registered trademark of Salesforce, Inc., as are other
names and marks. Other marks appearing herein may be trademarks of their respective owners.
CONTENTS
SALESFORCE SPRING ’24 RELEASE NOTES . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

What’s New for the Salesforce Release Notes? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
How to Use the Release Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Get Ready for the Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Monthly Release Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Release Note Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
How and When Do Features Become Available? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Supported Browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Salesforce Overall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Release Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Analytics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Commerce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Data Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Deployment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Einstein . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Experience Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Field Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Hyperforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Industries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271
Marketing Cloud . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385
Marketing Cloud Engagement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 390
Marketing Cloud Account Engagement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 391
Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 393
OmniStudio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 401
Sales . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 404
Salesforce CMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 464
Salesforce Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465
Salesforce for Slack Integrations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490
Security, Identity, and Privacy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 490
Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 519
Work.com . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
Other Salesforce Products and Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 566
Legal Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 567
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.
1
Salesforce Spring ’24 Release Notes
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
Marketing Cloud uses the power of the Salesforce platform and reimagined core objects to offer a curated experience just for
marketers. It’s 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. Check out the implementation guide to prepare and customize your org for Marketing Cloud.
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.
2
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
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.
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 and answer questions about sales calls. 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.
3
Salesforce Spring ’24 Release Notes What’s New for the Salesforce Release Notes?
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.
Get Release Update Information More Easily

Thanks to valuable user feedback on how customers find and use this timely content, we moved the Release Updates section closer to
the top of the Release Notes table of contents. Find it just after the Salesforce Overall section.
Discover Einstein Features All in One Place

We consolidated the Einstein and Einstein Generative AI sections of the release notes into a single Einstein section. This change makes
it easier to find our smartest features and platform improvements, whether they’re powered by predictive AI, generative AI, or both.
Einstein features and platform changes are released as often as monthly.
Follow Salesforce Customer Success on X for Updates on Documentation

We're retiring the @salesforcedocs X handle and joining forces with Salesforce Customer Success at @asksalesforce. Follow us there for
select documentation updates and highlights.
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.
• Your browser’s settings determine the language that you see. To change the language, scroll to the bottom, click Change Language,
and select a language.
• The release notes include details about new and modified features. For information on known issues, visit Salesforce Known Issues.
• Use the table of contents search and filters to zero in on the news that matters the most.
• The IdeaExchange icon in the title of a release note indicates that we delivered (or partially delivered) this feature thanks to your
ideas. Submit, view, and vote on ideas on IdeaExchange.
We want to know what works for you and what doesn’t.
4
Salesforce Spring ’24 Release Notes Get Ready for the Release
• Trailblazer Community—Post your feedback in the Release Readiness Trailblazers group. To help us track and respond to your
feedback, use a hashtag that indicates the release, such as #Spring24Feedback.
• Feedback forms—As you’re working with our documentation in Salesforce Help, release notes, or developer guides, look for the
feedback buttons and vote up or down. Add comments if you have them.
• Salesforce Customer Success on X—Follow Salesforce Customer Success at @asksalesforce for select documentation updates
and highlights.
Note: Until the new release is available to you, links from release notes to Salesforce Help, implementation guides, developer
guides, and other documentation don’t work. And sometimes the links point to material from the previous release.
Some of our documentation has preview versions available several weeks before the release. To access a preview version on
Salesforce Developers, select Preview from the Documentation Version dropdown list.
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.
Spring ’24 Highlights for Admins

Check out this video for a preview of key features for admins in Spring ’24.
Watch a video
Release Readiness Essentials

• Release Readiness Trailblazers. Access resources and experts for all things release readiness.
• Trust Status Maintenances. See sandbox and other release dates and times. To see your maintenance dates, click Instances and
your instance.
• Sandbox Preview Guide. Plan if and when to refresh your sandboxes.
• Sandbox Preview Video. Learn how to navigate the sandbox preview process.
• Sandbox Preview Instructions. Get early access to new features in your sandbox.
• Certification Release Maintenance Schedule. Keep your certification updated in Trailhead.
• Prepare for Salesforce Releases. Use Trailhead to create your release strategy.
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.
As you explore this content, keep these considerations in mind.
• Monthly release notes aren’t the same as release notes for delayed features. Sometimes, a feature released seasonally is subject to
a slight delay. When that happens, the timing is explained in the “When” section of that feature’s release note.
• New monthly release notes aren’t the same as changes to previously published release notes. Sometimes, we need to update
previously published release notes for the current seasonal or monthly release. When we make those updates, we list the specific
change in the “Release Notes Changes” topic.
5
Salesforce Spring ’24 Release Notes January ’24 Release
• Sometimes, monthly releases coincide with seasonal releases. When that happens, we identify related release notes by the first full
month of the seasonal release. These features are available when Salesforce rolls out the Spring ’24 release to your instance.
For example, the Spring ’24 release begins rolling out to customer instances in mid-January of 2024. Release notes for features
released in January or February are linked to from a topic called “February ’24 Release.” Release notes for features released in March
2024 are linked to from a topic called “March ’24 Release.”
January ’24 Release

Learn about features released in January ’24. Features included in the January ’24 monthly release become available when Spring
’24 rolls out to your instance.
January ’24 Release

Learn about features released in January ’24. Features included in the January ’24 monthly release become available when Spring ’24
rolls out to your instance.
Einstein Features
Einstein Platform
Release Note Changes

Read about changes to the release notes, with the most recent changes first.
December 20, 2023

Published preview release notes.
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.
Enabled for Requires Contact

administrators/ administrator Salesforce to
Feature Enabled for users developers setup enable
Supported Browsers and Devices for
Lightning Experience
6
Salesforce Spring ’24 Release Notes How and When Do Features Become Available?

Supported Browsers and Devices for
Salesforce Classic
Supported Browsers for CRM Analytics
Salesforce Overall

General Enhancements
Get Core Major Releases with No

Downtime
Allow the New Setup Domain (not

immediately available)
MFA Enforcement for Salesforce Orgs Is

Shifting to In-App Notifications Starting
in Summer ’24
MFA Is Turned On by Default Starting

April 2024
Experience Improved Performance on

More Record Home Pages
Upgrade from Starter to Pro Suite in

Your Account
Find Transactions Faster with the Your

Account Home Page
Salesforce Scheduler
Optimize Resource Management by

Reassigning Multiple Service
Appointments
Optimize Appointments by Using

Concurrency in Shifts
Troubleshoot Setup and Appointment

Scheduling Issues
Other Changes to Salesforce Scheduler
7

Einstein Search
Resolve and Deflect Issues with Einstein

Search Answers (Generally Available)
Einstein Search Is Enabled by Default
Define Rules to Filter Search Results

Shown to End Users (Beta)
Customize the Search Experience for

Global Search, LWR Experience Sites,
and the Lightning Knowledge
Component (Beta)
Salesforce Data Pipelines
Visualize Hierarchies and Flatten

Transformations with Preview in the
Recipe Editor
Control Your Data Prep Concurrency

Allocation
Audit Details of Running and Canceled

Data Prep Jobs
Get More Usage Information in Data

Manager
Trigger Recipes to Run When an External

Connection Syncs or a CSV Uploads
(Beta)
Experience Better Recipe Error

Messaging and Reliability
Connect to Amazon Athena (Generally

Available)
Trust Site Enhancements
Analytics
8

Unified Analytics Experiences
Control Your Report and Dashboard

Sharing from the Analytics Tab
Streamline Management of Your

Analytics with Bulk Selection
Analytics on Mobile
Save Dashboard Views on Your iOS Devices
Save Dashboard Views on Your Android

Devices
Lightning Reports and Dashboards
Transfer Lightning Dashboard

Ownership (Generally Available)
Supercharge Your Visualizations with

Images, Rich Text, and Dashboard
Widgets in All Salesforce Editions
Focus Your View with More Dashboard

Filters in All Salesforce Editions
Reveal Actionable Data with Summary

Filters in Lightning Reports (Beta)
Easily Update Fields in Lightning Report

Filters
Rearrange Multiple Lightning Report

Columns at Once
Filter Report Types by Objects or Fields

in Enterprise and Performance Editions
Access Report and Dashboard

Subscriptions with Slack Slash
Commands
Data Cloud Reports and Dashboards
Analyze Calculated Insights in Data

Cloud Reports
Tailor Reports on Data Model Objects

with Custom Report Types
Discover Trends over Time Using

Standard Fiscal Calendar Options
9

Easily Categorize Data Cloud Records
with Bucket Columns
Perform Calculations Using Functions

and Formulas
CRM Analytics
Analytics Experience and Visualizations
Get Improved Dashboard Performance with

Better Caching
Download Metadata from Lenses and

Widgets
Embed CRM Analytics Dashboards in LWR

Sites (Beta)
Get More Functionality with the New

Dashboard Lightning Web Component
(Beta)
Data Integration
Visualize Hierarchies and Flatten

Transformations with Preview in the Recipe
Editor
Control Your Data Prep Concurrency

Allocation
Audit Details of Running and Canceled Data

Prep Jobs
Get More Usage Information in Data

Manager
Trigger Recipes to Run When an External

Connection Syncs or a CSV Uploads (Beta)
Experience Better Recipe Error Messaging

and Reliability
Append Data Faster with Incremental

Uploads (Generally Available)
Connect to Amazon Athena (Generally

Available)
Intelligent Analytics Apps
Tableau
10

Marketing Cloud Intelligence
Commerce

Salesforce B2B and D2C Commerce
Commerce Einstein
Improve Store Performance with Goals and

Recommendations
Optimize Your Customers’ Shopping

Experience with the Commerce Concierge
Bot
Create Smart Promotions with Einstein
Boost SEO with Einstein for Page Meta Tags
Decrease Return Rates with Einstein Return

Insights
Bring Products to Customers with

AI-Powered Search (Generally Available)
Commerce Easy Set Up
Use Store Setup Tasks to Start Selling Fast
Easily Set Up Guest Access
Specify Locale Settings During Store

Creation
Assign a CMS Public Channel to a Store
Collect Tax Globally with Salesforce Tax

(Pilot)
Commerce Cart, Checkout, and Promotions
Let Guests Log In Without Emptying Their

Carts
Split an Order to Ship to Multiple Locations
11

Fulfill an Order from Multiple Locations
Promote Larger Purchases
Set Coupon Redemption Limits
Customize Promotions with Conditional

Rules
Commerce Search and SEO
Search Stores with Automatic SKU Detection

(Pilot)
Improve Search Results with Product Image

Structured Data
Commerce Reorder Portal
Customize Emails in a Reorder Portal

Invitation Cadence
Display Purchased Products on the Reorder

Portal Home Page
Invite Contacts to a Reorder Portal with a

Quick Cadence
Commerce Components
Create Multiple Variations of a Component

to Target Customers
Add Express Checkout to Your Cart and

Checkout Pages
Let Customers Know When There Are No

Search Results
Additional Commerce Features
Welcome Business Accounts to D2C

Commerce
Offer and Manage Subscriptions in Your B2B

and B2C Store
Set Up Self-Registration for B2B Stores
Easily Select an Inventory Service for Your

Commerce Store
Reduce Shipping Costs and Integration

Times with Native Shipping
12

Update Product Categories in Bulk with a
Category Import
Analyze Commerce Metrics with the

Business Overview Dashboard
Improve Page Performance with Displayable

Product Fields
Omnichannel Inventory
View If Shipping Is Disabled for a

Product
Salesforce Order Management
Place Orders on Behalf Of Guest

Shoppers
Simplify Order Creation with the High

Scale Order Integration
Provide Exchanges for Fulfilled Items
Provide More Product Information with

the Order Management Product Selector
Component
Order Management Flow Type Field Has

a New Name
Salesforce Payments
Expand Pay Now Checkout with

Subscriptions and Tax and Shipping
Options
Sell Subscriptions Through Pay Now
Automate Payment Link Creation Using

Flow Builder
Register and Log In Customers with

One-Click Checkout
Make Pay Now Transactions Easier with

Express Payments (Generally Available)
Extend How Customers Manage

Payment Methods from My Account
Accept Pay Now Payments Using a QR

Code
13
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.

Lightning App Builder
IdeaExchange Delivered: Add Fields

from Related Objects to Dynamic
Forms-Enabled Pages
Set Field Visibility by Device in Dynamic

Forms
IdeaExchange Delivered: Use Dynamic

Actions with Standard Objects on
Mobile
Dynamic Forms on Mobile Is Enabled by

Default in New Orgs
IdeaExchange Delivered: Translate the

Related List Label in the Dynamic
Related List - Single Component
See a Field’s Object Relationship and

API Name in Dynamic Forms
Preview Mobile Actions on Record Pages

Before Activating
Create a Custom Omni Supervisor Page
Salesforce Connect
Salesforce Connect Adapter for Amazon

Athena Is Now Salesforce Connect
Adapter for SQL
Connect Securely to Snowflake and

Perform Interactive Queries from
Salesforce
Sharing
Update Organization-Wide Defaults

Faster (not immediately available)
Enable Faster Account Sharing

Recalculation by Not Storing
Opportunity Implicit Child Shares
14

(Release Update) (not immediately
available)
Permissions
Use Permission Set Groups in All

Editions
Get Notified Before Deleting Permission

Sets Assigned to Users
Reference Picklists, Groups, and Queues

in User Access Policies (Beta)
Globalization
Enable ICU Locale Formats (Release

Update)
Present Your Custom Functionality in

English (Italy) and Three Mayan
Platform-Only Languages
Changed CustomObjectTranslation and

ValueSetTranslations Behavior
Evaluate the Impact of the Latest ICU

Locale Updates
Review Updated Label Translations
General Setup
Handle Callbacks Asynchronously in

Apex
Enforce View Roles and Role Hierarchy

Permission When Editing Public List
View Visibility (Release Update)
Remove Updates to Most Recently Used

Items to Improve API Performance
See Required Fields at a Glance on

Dynamic Forms-Enabled Page Views
Large Images No Longer Run Off the

Page in Record Printable View
Get Improved Accessibility in List Views
15
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.

AI in Data Cloud
Build Your Own Predictive AI Models
Unlock the Power of AI with Einstein

Studio
Power Generative AI Using Third-Party

LLMs
Drive Hyper-Personalization Using

Databricks Models
Enrich Your Batch Data Transforms

Using AI Models
Get Predictions from Your AI Models
Retrieve Your Customer 360 in Near Real

Time with Data Graphs
Experience a Streamlined Enablement

for Data Cloud
Build Engaging Messaging Experiences

Using WhatsApp Data in Data Cloud
Include More Complex Data in Batch

Data Transforms
Create S3 Data Streams More Easily with

the New Amazon S3 Connector
Do More with New Data Types in Data

Cloud
Consume Native Salesforce Data Cloud

Objects in Tableau
Send Segments Created in Tableau

Cloud to Data Cloud
Reach the Right Audiences with

Generative AI
Fine-Tune Your Segment with New

Boolean Expressions
16

Get insights on Segment Performance
with Segment Intelligence
Get Faster Segment Counts with

Approximate Segment Population
(Beta)
Activate Audiences to Google DV360
Activate Audiences to LinkedIn
Activate Audiences to SnapChat
Everything New Across Salesforce for Data Cloud
Use a Key Qualifier for Copy Field

Enrichments
View Sync History for Copy Field

Enrichments
Create Related List Enrichments More

Easily
Quickly Find Data Cloud Connect API

Reference Information
Deployment

Ant Migration Tool End of Life
Development

Lightning Components
17

Get the Latest LWC Changes with LWC API Version 60.0
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 (Generally
Available)
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 (Generally Available)
Be Aware of Base Component

lightning-input Internal DOM Structure
Changes
Be Aware of Base Lightning Component

Internal DOM Structure Changes for
Future Native Shadow Support
Visualforce
18

Enable JsonAccess Annotation
Validation for the Visualforce JavaScript
Remoting API (Release Update)
Apex
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 Releasing
Savepoints
IdeaExchange Delivered: Compress and

Extract Zip Files in Apex (Developer
Preview)
IdeaExchange Delivered: Evaluate

Dynamic Formulas in Apex (Developer
Preview)
Enforce RFC 7230 Validation for Apex

RestResponse Headers (Release Update)
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
API
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 (Release
Update)
Bulk API 2.0
19

Packaging
Control Which Profile Settings Are

Packaged
IdeaExchange Delivered: Remove

Custom Metadata Type Records from a
Second-Generation Managed Package
View Orgs Eligible for a Push Upgrade
Development Environments
Capture a Scratch Org’s Configuration

with Scratch Org Snapshots (Beta)
IdeaExchange Delivered: Log In to All

Your Sandboxes from Setup
Platform Development Tools
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
Salesforce Functions Is Being Retired
AppExchange Partners
UsersWithMFA Attribute Will No Longer

Be Populated for Trial Orgs in Subscriber
Snapshots
Log Custom Interactions in

AppExchange App Analytics
Change Data Capture
IdeaExchange Delivered: Receive

Change Event Notifications for More
Objects
Platform Events
Find Uncaught Exceptions of Platform

Event Triggers in Event Log Files
20

Streaming API Versions 23.0 Through
36.0 Are Being Retired
Event Bus
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
Einstein

Einstein Features
Einstein Platform
Einstein Bots
Teach Your Bot New Languages More Easily

with the Cross-Lingual Intent Model
Save Agents’ Time with New Messaging

Components for Enhanced Bots (Beta)
Send a Dynamic File with an Enhanced Bot
Improve Bot Conversations with

Disambiguation (Beta)
Translate Dialogs Easily to Different

Languages (Beta)
Improve Customers’ Shopping Experience

with the Commerce Concierge Bot Template
Run Flows in Bot User Context (Release

Update)
View Standard Bot Reports in the Spring ’24

Folder
21

Einstein Studio in Data Cloud
Other Changes
Use Multilingual Support in Einstein

Generative AI
Editions Support for Einstein 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.

Aura and LWR Sites
IdeaExchange Delivered: Track Site

Updates in the New Change History
Panel in Experience Builder
Translate Your LWR Site into Even More

Languages
Improve SEO with Custom URLs for

Custom Objects
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 Updated
Spacing Defaults
Work More Intuitively in Experience

Builder with Updates to the User
Interface
Help Partners Draft Sales Emails in

Experience Cloud Sites
Components in Experience Builder
22

Create Component Variations in
Enhanced LWR Sites (Generally
Available)
Use the New Tab Layout Component for

Smoother Performance on Your Aura
Site
Refine Your LWR Site Layout with

Improved Spacing Controls in
Experience Builder
Supercharge Productivity for Sales

Partners from Experience Cloud Sites
Developer Productivity
Dynamically Redirect Users to Sites

Hosted on External Domains
Try a Modernized Record Experience in

Aura Sites in Your Sandbox Environment
Site Performance
Boost LWR Site Performance and

Scalability with Experience Delivery
(Pilot)
Update References to Your Force.com

Site URLs
Mobile for Experience Cloud
Update Your Mobile Publisher for

Experience Cloud App’s Information for
Android Push Notifications
Configure Biometric ID Checks for Your

Mobile Publisher for Experience Cloud
App
Security and Sharing
Prepare for Upcoming CSP Changes
Identity and Access Management

Enhancements for Experience Cloud
Built-In Salesforce-Managed App for the

Twitter Authentication Provider Is Being
Retired
23

Other Changes
Chatter Group Member Count Is

Updated Only When Member Group
Processing Is Complete
Field Service

Einstein
Get Your Mobile Workers Up to Speed

with Pre-Work Briefing
Resource Management
Enhanced Scheduling and Optimization
Get Additional Guidance When Transitioning

to Enhanced Scheduling and Optimization
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 Skill Preferences
Work Capacity
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
24

Get Notified When Automated Bundling
Fails
Identify Configuration Issues More

Efficiently with the Redesigned Health
Check User Interface
Experience Better Performance with

Service Appointment List Filtering
(Beta)
Control User Access with Operating

Hours Sharing
View More Shifts on the Schedule with

a Minimalist Design
Field Service Operations
Service Documents
Create Richly Formatted Service Documents

with Document Builder
Asset Management
Save Database Storage with Optimized

Storage Space for Asset Attributes
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 Rules (Release
Update)
Customer Engagement
Improve Your Data Security with

Automated Visual Remote Assistant
Image Deletion
Enhance Your Agent's Efficiency with

Images in the Visual Remote Assistant's
Visual History
Facilitate Payment for Services
Mobile
25

Stay Productive When Networks Are
Down
Lightning Web Components
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 Devices
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)
Spotlight on Field Service Content
Simplify Setup Tasks with Landing

Pages
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.

Access Salesforce in More Regions with
Hyperforce
Migrate to Hyperforce with Hyperforce

Assistant (Generally Available)
26
Industries
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.

Automotive Cloud
Service Excellence for Automotive Finance
Monitor Automotive Loans and Leases
Help Your Captive Finance Customers with

Loan and Lease Service Requests
Visualize Relationships of Your Captive

Finance Customers
Share Captive Finance Information with

Customers and Dealers
Easily Customize the Automotive Lease and

Loan Consoles Using OmniStudio
Fleet Management Enhancements
Automatically Populate Key Fields for

Opportunity Products and Preferred
Sellers
Replace Deprecated Fields on Vehicle

and Vehicle Definition with New Fields
New and Updated Objects and Fields in

Automotive Cloud
Communications Cloud
Consumer Goods Cloud
Retail Execution
Efficiently Plan Routes and Tours
Extend UI and Business Logic for Advanced

Orders
Get Started Quickly with Consumer Goods

Cloud Offline Mobile App
27

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
Trade Promotion Management
Get More Control Over Business Years and

Time Periods
Retain Consumer Goods Processing Services

Data When You Clone or Refresh a Sandbox
Customize the Trade Calendar, P&L, and

Promotions
Share Data From Your Account Plan and

Customer Business Plan with Stakeholders
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
Run More Intelligent, Data-driven

Promotions with MuleSoft Direct and
Accelerators
Energy and Utilities Cloud
Financial Services Cloud
Financial Plans and Goals
View Financial Plan and Goals
Update the Financial Account on a Goal
28

View and Distribute Funds to Financial Goals
Identify the Financial Account Funding a

Goal
Data Cloud for Financial Services Cloud
Calculate Customer Insights using Data

Cloud
View Visualized Insights for Client Cash Flow

Summary
View Visualized Insights for Client Cash Flow

by Category
Residential Loan Application
Control Who Can Access Residential Loan

Application Records
Residential Loan Application Sharing Setting

Updated
Create a Sharing Set for Mortgage Objects
Einstein Activity Capture for Financial Services Cloud
Gain More Visibility for Your Events

Organized by Users External to Salesforce
Streamline Creation of Interaction

Participants
New and Changed Financial Services

Cloud Object Fields
New Apex Classes
New Connect APIs
New Invocable Actions
Mulesoft Wealth Management REST

APIs
Integrated Onboarding
Streamline Integration Callouts with

Integration Orchestration (Pilot)
Health Cloud
Advanced Therapy Management Enhancements
29

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
Assessment Enhancements
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 Signatures
Show Pending Signatures
Home Health Enhancements
Reduce No-Shows By Broadcasting Available

Home Visits
30

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
Integrated Care Management Enhancements
Update Care Plans Using Additional

Assessments
Associate An Existing Case and Clinical

Service Request to a New Care Plan
Manage Care Plans on Case and Clinical

Service Request Record Pages
Provider Search Enhancements
Enrich the Provider Search Experience
Add More Custom Fields to Run Provider

Searches
Referral Management Enhancements
Accept Referrals from Guest Users
Coordinate Care for Referred Patients
Focus on Key Referral Metrics to Improve

Efficiency
CRM Analytics Enhancements
Manage Your Patient Referrals Better Using

Referral Analytics
Health Cloud Has New and Changed

Objects
New and Changed Invocable Actions in

Health Cloud
31

Industries Order Management
Insurance
Loyalty Management
Global Promotions Management
Offer Members Real-Time Discounts on Their

Purchases
Pick from a Diverse Set of Options to Define

a Promotion’s Eligibility Criteria
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
New and Changed Objects in Loyalty

Management
New Metadata Types in Loyalty

Management
Changed Connect REST API Response

Bodies
Manufacturing Cloud
32

Manage Sales Agreement Data Easily
and Swiftly
Inventory Visibility Foundations for Manufacturing Cloud
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
Net Zero Cloud
Author Disclosure Reports in Microsoft

365 Word
Categorize Emissions for Ground Travel

Energy Use into Individual Greenhouse
Gases
Keep Better Track of Market-Based and

Location-Based Electricity Emission
Factors for Stationary Assets
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
CRM Analytics for Net Zero Cloud
Track Program Effectiveness by Using

Analytics Dashboards
Access the Enhanced Climate Action and

Audit Dashboards Quickly
OmniStudio Document Generation
Public Sector Solutions
33

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
Components
Set Up the Add Complaint Participants

and Add Allegations Flows with
Out-of-the-Box Components
Easily Configure More Case

Management Features by Using the
Updated Guided Setup Assistant
Control Provider Access to Benefit

Assignment Records on Experience
Cloud Sites
Assign Public Sector Solutions

Permissions to the Salesforce
Integration User
New and Changed Objects in Public

Sector Solutions
New and Changed Metadata Types in

New and Changed Tooling API Objects

in Public Sector Solutions
34

Rebate Management
Design Special Pricing Terms with More

Precision
Project Accurate Accruals with Precise

Accrual Rates
Efficiently Import Incentive Claims and

Transaction Data from CSV Files
Changed Fields in Rebate Management

and Ship and Debit Process
Management
Referral Marketing
Bring Referral Promotions of the

Company’s Various Brands Under One
Roof
Bake Referral Processes into the Brand’s

Existing Business Processes
Grow a Referral Program Base by

Identifying Members Who Are Likely to
Refer
Watch Referral Marketing Videos
Changed Objects in Referral Marketing
New Invocable Actions in Referral

Marketing
New Referral Marketing Metadata Types
Salesforce Contracts
Salesforce for Education
Use Education Cloud to Support

Mentoring
Support Learners with Mentoring

Programs
Create Mentoring Program Enrollment

Portals
Create Mentoring Records Using

Education Public API
35

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 Variety of
Learners
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
New and Changed Objects in Education

Cloud
Salesforce for Nonprofits
Nonprofit Cloud
Quickly Build an Integration with

Fundraising
Split Gift Transaction Amount Attribution

Across Multiple Campaigns
Create Outreach Source Code URLs
Track Payment Data
36

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 Nonprofit
Success Pack (Managed Package)
Security Enhancements for Volunteers

for Salesforce (Managed Package)
Industries Common Features
AI Accelerator
Enhance AI Capabilities for Sagemaker

Integration
Action Launcher
Streamline Customer Service by Quickly

Launching Button- and Link-based Actions
Personalize Action Launcher
Accelerate Action Launcher Configuration

with Out-of-the-Box Deployments
Actionable Segmentation
Create Actionable List Definitions Faster with

Predefined Data Processing Engine
Definitions
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
New and Changed Objects
Batch Management
Batch Management Big Objects Support
Bulk Action Panel
37

Streamline the List Creator Workflow with
Contextual Bulk Actions
Changed Object in Bulk Action Panel
Business Rules Engine
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
Decision Tables
Decision Explainer for Expression Sets
Permission Set Changes to Enable List

Variable Usage in Expression Sets
Changed Business Rules Engine Object
Changed Business Rules Engine Tooling API

Objects
Connect REST APIs
Context Service
Extend and Seamlessly Enhance Standard

Definitions
Easily Sync an Extended Custom Definition
Other Context Service Enhancements
Criteria-Based Search and Filter
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
CSV Data Management for Industries
Prepare and Upload CSV File
Select Salesforce Object and Map Columns
38

Preview and Validate CSV File Data
View Import Logs
Data Processing Engine
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
Grantmaking
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
Intelligent Document Reader
Streamline Data Extraction by Using

Intelligent Form Reader
Streamline Data Extraction by Using

KPI Bar
Provide Customized Insights on Actionable

Lists
Optimize Business Performance by Using

Custom Key Performance Indicators
New Objects in KPI Bar
List Builder for Data Cloud Segment
39

Access Data Segments Securely and Easily
View Key Information Quickly
Stay Informed on Actionable List Limit with

Email Notification
Outcome Management
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
Reminders
Drive Engagement with Scheduled

Reminders
New Objects in Scheduled Reminders
Timeline
Securely Show Engagement Events on

Timeline
Marketing Cloud
Marketing Cloud uses the power of the Salesforce platform and reimagined core objects to offer a curated experience just for marketers.
It’s 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. Check out the
implementation guide to prepare and customize your org for Marketing Cloud.

Kick-Start Campaign Creation with
Preset Options
Build Audiences and Track Success with

Unified Data
40

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


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
Email Platform Changes
The Twitter Connector Has Been Retired
Account Engagement API: New and

Changed Items
Mobile
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.
41

Salesforce Mobile App
Everything That’s New in the Salesforce Mobile App
Salesforce Mobile App Requirements Have

Changed
Save Dashboard Views on Your Mobile

Devices
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
Visualize Record Pages on Mobile with the

Phone Preview
IdeaExchange Delivered: Use Dynamic

Actions on Standard Objects on Mobile
Mobile Publisher
Avoid Disrupting Your Mobile Publisher

Android App’s Push Notifications
Add Biometric ID Checks for Mobile

Publisher for Experience Cloud App
Features
Set the Default Method for How Your

App Opens URLs (Beta)
Briefcase Builder
View All Rules and Filters on a Briefcase
General
Update Your Android Mobile Connected

App’s Information for Push Notifications
42
OmniStudio

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
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 and answer questions about sales calls. 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.

Sales Cloud Einstein
Draft Personalized Sales Emails with

Einstein
Einstein Activity Capture
Connect Google to Salesforce with a Google

Workspace Marketplace App
43

Resolve User Connection and
Synchronization Issues Quickly to Improve
Performance
Get In-App and Email Notifications When

Users’ Connections Are in Trouble
Trigger Flows from Activity Insights
Einstein Conversation Insights
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 Meet
See the License Usage and User Status

for Einstein Conversation Insights
Add Call Participants to Call Records

with Ease
Access Full Support for More Voice

Providers
Get 10 Einstein Conversation Insights

Licenses with Enterprise Edition
Get More Details About Errors
Sales Fundamentals
Drive Success with Seller Home
Visualize Customers and Prospects on

a Map
Leads
See Which Leads are Engaging and View

Insights
Accounts
Get a Full View of Account Health with the

Account Intelligence View
Contacts
44

See Which Contacts are Engaging and View
Insights
Spend Less Time Finding New Contacts with

Einstein Suggestions
Sales Engagement
Create Responsive Cadences Faster with

Cadence Builder 2.0
Revenue Intelligence
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
Pipeline Inspection
IdeaExchange Delivered: Get More in

Pipeline Inspection with Increased
Record Limits in Charts and Views
Narrow In on Deals with Filter Logic in

Pipeline Inspection
IdeaExchange Delivered: Get a More

Flexible Pipeline Inspection UI
Collaborative Forecasts
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
Enhancements
Unlock More Details and Spot Trends

with More Forecasting Custom Report
Types
45

Round Forecast Amounts for More
Streamlined Forecasts
Enablement and Guidance
Enablement
Build a Community of Loyal Resellers with

Partner Enablement Programs and In-App
Guidance
Expand Your Enablement Strategy to More

Users with Program Self-Enrollment
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
Guidance Center and In-App Guidance
Create and Test In-App Guidance in

Lightning Experience with the New Setup
Domain
Find a New Name for Prompt and

Walkthrough Management Permissions
Partner Relationship Management
Monitor Your Channel Business Like a

Pro from the Channel Management
Console
Help Partners Streamline

Communication with Personalized Sales
Emails
Enable and Guide Your Partners
Sharpen Selling Decisions with a

Consolidated View of Insights on
Contacts or Leads
Prioritize Selling with More Pipeline

Insights and Actions
46

Track Partner Activity with New
Analytics Resources
Other Changes for Partner Relationship

Management
Sales Performance Management
Sales Planning
Engage Stakeholders in Sales Planning

Processes
Optimize Boundary Assignments
Other Improvements in Sales Planning
Salesforce Maps
Get a Sneak Peek at the Improved Salesforce

Maps Framework
Email, Calendar, and Integrations
Outlook and Gmail Integration
Log Emails and Events More Accurately and

Quickly
Email Experience
Time Slots for Suggested Meeting Times

Have a New Look
Salesforce Inbox
Inbox Mobile App
Inbox Mobile Is Being Retired
Salesforce for Outlook
Salesforce for Outlook Is Being Retired in

June 2024
Sales Cloud Everywhere
Set Up Salesforce Everywhere More

Easily
Stay Logged In to Sales Cloud

Everywhere
Keep Productivity at Hand with the

Embedded Side Panel for Everywhere
47

Work Efficiently with Sales Cloud
Everywhere
Follow Up on Companies of Interest

with Contextual Insights
Update Data for Many Records in

Workspace
Salesforce Meetings
Set Up Meeting Options More Easily in

Sales Engagement Setup
Meeting Studio Is Being Retired
Other Changes in the Sales Cloud
Marketing App Was Renamed
Social Accounts, Contacts, and Leads

Was Retired
Enable New Order Save Behavior

(Release Update)
Salesforce CMS

Schedule Content to Publish and
Unpublish in Enhanced CMS Workspaces
Preview Content in Enhanced CMS

Workspaces
Work Smarter with Upgrades to CMS

Workflows
Salesforce Flow
48

Flow Integration
Flow Builder
Flow Builder Updates
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 Component (Beta)
Sum or Count Items in Collections More

Easily with the Transform Element (Beta)
Use More Components to React to Changes

on the Same Screen (Generally Available)
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
Until Event Element
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
Flow Debugging
Debug Data Cloud-Triggered Flows
Flow Runtime
Maintain Your Previous Selections When

You Search a Data Table
Flow Management
View Performance Details for

Segment-Triggered Flows
49

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
Flow Extensions
Manage Your MuleSoft Anypoint Platform

Connection (Beta) in MuleSoft Services
Use Custom Input Validations with Screen

Extension Components
Use Media Type Mapping Options for

Importing APIs with MuleSoft Services
Flow and Process Release Updates
Enable EmailSimple Invocable Action to

Respect Organization-Wide Profile Settings
(Release Update)
Enforce Sharing Rules when Apex Launches

a Flow (Release Update)
Prevent Guest User from Editing or Deleting

Approval Requests (Release Update)
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 Update)
Evaluate Criteria Based on Original Record

Values in Process Builder (Release Update)
Flow Orchestration
Control the User Context of a

Background or MuleSoft Step
Use Reports for Flow Orchestration

Objects to Track Orchestration Usage
50

Disable Default Email Notifications for
Orchestration Work Items
Fine-Tune Access to Flow Orchestration

Functions
Other Improvements

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.

Domains
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 Exchange Flow
Expand Branding Options and Improve

Security for Headless Identity Flows
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 Being Retired
Generate Parameters for the Proof Key

for Code Exchange (PKCE) Extension
Rotate Refresh Tokens
51

Responses from the SCIM Users
Endpoints Use 24-Hour Format for
Created and Last Modified Dates
Get OAuth 2.0 Credentials for

Consumers Associated with an External
Client App
Configure an OAuth 2.0 Client

Credentials Flow for an External Client
App
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 Created Orgs
Revert Seamlessly to One-Time

Passcodes for Identity Verification in
Salesforce Authenticator
Update the Salesforce Authenticator

App to Version 4.1 in Summer ’24
Use Email Verifications to Back Up and

Restore Connected Accounts in
Salesforce Authenticator
Terminate a User’s UI Sessions

Automatically When Resetting Their
Password
Login History Entries Are Reduced When

Login Rate Limiting Is Active
Set Up Registration and Login for Pay

Now
Named Credentials
52

Use the Basic Authentication Protocol
with Named Credentials
Distribute Named Credentials with

Second-Generation Managed and
Unlocked Packages
Do More with Named Credential

Formula Functions
Experience Improvements to Sandbox

Cloning and Org Migrations for Named
Credentials
Test Configurations with the Apache

HTTP Client Library Updates for Named
Credential Callouts
Privacy Center
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
Salesforce Shield
Event Monitoring
See Detailed Information About Unusual

Guest User Activity with the Guest User
Anomaly Event
Access and Download Event Log File Data

with the Event Log File Browser (Beta)
Monitor Custom Component Usage with

Custom Component Instrumentation API
Query 1 Year’s Worth of Event Log File Data
Shield Platform Encryption
53

IdeaExchange Delivered: Use External Key
Management in All Commercial Zones
Configure Your Encryption Policy with Fewer

Clicks
Enjoy Clearer Names for Probabilistic and

Deterministic Tenant Secrets
Encrypt Search Index Keys With Manageable

Root Keys
Encrypt Grantmaking Compliant Data

Sharing Comments
Encrypt Nonprofit Cloud Bank Information
Security Center
Review Guest User Anomaly Threat

Detection Data in Security Center
Benefit from More Relevant Information

in Security Center
Monitor Additional System Permissions
Other Changes
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
Service

Einstein for Service
Einstein Bots Release Notes Have Moved
54

Einstein Classification
Use Work Summaries in More Languages
Einstein Conversation Mining
Get Service Insights and Build Bot Intents

with Einstein Conversation Mining
Einstein Reply Recommendations
Use Service Replies for Chat in More

Languages
See the Knowledge Article Einstein Used to

Draft Grounded Service Replies
Service Intelligence
Manage Your App Installation and

Refreshes in One Place
Monitor Knowledge Engagements

Across Channels and Contexts
Help Agents Gauge Customer Effort
Help Agents Predict Customer

Escalations
Apply Additional Service Assets in Data

Cloud
Channels
Email
Disable Ref ID and Transition to New Email

Threading Behavior (Release Update)
Improvements to Email-to-Case
Enjoy a Richer Email Composer Experience

Transition to the Lightning Editor for Email

Composers in Email-to-Case (Generally
Available) (Release Update)
Messaging
Get Started with Enhanced Messaging for

SMS (Generally Available)
55

Accept Larger Files in Apple Messages for
Business
Close Out Enhanced Messaging Sessions

Faster Using Einstein Work Summaries
Populate Pre-Chat Form Fields by Using an

API
Keep Your Agents’ Identities Hidden
Extend Customization of the Enhanced

Conversation Component
Message Customers in Right-to-Left

Languages
Improvements to Messaging Components
Try Partner Messaging (Beta)
Use Status-Based Capacity with Messaging

(Beta)
Block Sensitive Data in Enhanced Messaging,

Messaging for In-App and Web, and Voice
Transcripts
Provide Double Opt-In Support in Enhanced

Messaging
Speed Through Messaging Sessions with

the Omni-Channel Sidebar
Optimize Messaging for In-App and Web

with a New Trailhead Badge
Customize Your Messaging Conversation

Window Header with Lightning Web
Components
Voice
Wrap Up Call and Enhanced Messaging

Sessions Faster with Einstein Work
Summaries
Enable Single Sign-On with Your Own

Identity Provider
Get Streamlined Support for Service Cloud

Voice with Amazon Connect
56

Choose a Device for Omni-Channel
Notification Sounds
Set Voice Calls as Interruptible Work to Let

Agents Handle the Most Important Tasks
Hide Sensitive Data in Voice Call Transcripts
Set Up Agents Quickly with Auto-Created

Quick Connects
Take Advantage of Additional Einstein

Conversation Insights Support for Amazon
Connect
Pass the Conversation Intelligence Rule

Name as Input to a Flow (Release Update)
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 Media
Social Customer Service Starter Pack Is Being

Retired
Chat
Chat is No Longer Available to All Eligible

Orgs
Other Improvements to Chat
Channel-Object Linking
Learn More About Individual-Object Linking

from a Welcome Banner
Knowledge
Turn On Lightning Article Editor and

Article Personalization for Knowledge
(Release Update)
Unify Your Organizational Knowledge

Across Sources in Salesforce
57

Report on Knowledge Engagements
Across Channels and Contexts
Boost the Effectiveness of Your

Knowledge Articles with Additional
Video Resources
Self-Service
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
Service Catalog
Create Your Fulfillment Automations

Faster with an Improved Fulfillments
Builder
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
58
Salesforce Spring ’24 Release Notes Supported Browsers

Routing
Get the Most out of Omni-Channel with

the Sidebar Layout
Swiftly Tailor Omni Supervisor to Your

Supervisors’ Needs with Configurable
Tabs
Create Custom Tabs for Omni Supervisor
Select Multiple Queues You Want to

Monitor on the Omni Supervisor
Wallboard
Protect Your Agents’ Identities with

Agent Aliases
Use Enhanced Omni-Channel in Apps

with Standard Navigation
Enhanced Omni-Channel Allows More

Queued Work Items
Pause Messaging Sessions with

Omni-Channel Status-Based Capacity
(Beta)
Create Reports for Agent Work with

Pre-Configured Report Types
Get Omni-Channel Notification Sounds

Through Your Speakers
Simplify Text Data Analysis By Using Natural Language Processing (NLP) Services
Get Easy Access to Natural Language

Processing Insights
Invocable Action to Initiate Natural

Language Processing Services
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.
59
Salesforce Spring ’24 Release Notes Supported Browsers and Devices for Lightning Experience
Supported Browsers and Devices for Lightning Experience

Lightning Experience is available in multiple editions. We recommend using the Salesforce mobile app on mobile devices. Specific
browsers and devices are supported, and there are limitations and considerations for third-party browser extensions and JavaScript
libraries.
Supported Browsers and Devices for Salesforce Classic
Salesforce Classic doesn't support mobile browsers, so we recommend using the Salesforce mobile app for working on mobile
devices.
Supported browsers for CRM Analytics include those supported for Lightning Experience.
Supported Browsers and Devices for Lightning Experience

Lightning Experience is available in multiple editions. We recommend using the Salesforce mobile app on mobile devices. Specific
browsers and devices are supported, and there are limitations and considerations for third-party browser extensions and JavaScript
libraries.
Lightning Experience is available in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. When
accessing Lightning Experience on a mobile device, we recommend that you use the Salesforce mobile app. You can also access Lightning
Experience on iPad Safari. For more information, see Lightning Experience on iPad Safari Considerations.
Consider these browser restrictions when working with Lightning Experience.
• Salesforce doesn’t support nonbrowser applications that embed WebView or similar controls to render content for Lightning
Experience. Examples of approaches that embed this type of control include Salesforce Mobile SDK, Microsoft’s WebBrowser Control,
Electron’s embedded Chromium browser, iOS’s UIWebView and WKWebView, and Android’s WebView.
• Lightning Experience doesn’t support incognito or other private browsing modes.
Desktop and Laptop Browsers

Salesforce supports these browsers. Make sure that your browsers are up to date. Other browsers or older versions of supported browsers
aren’t guaranteed to support all features.
Microsoft® Microsoft® Microsoft® Google Mozilla® Apple®

Internet Edge Edge Chrome™ Firefox® Safari®
Explorer® (non-Chromium) Chromium
Lightning Not supported Not supported Supports latest Supports latest Supports latest Supports latest
Experience stable browser stable browser stable browser stable browser
version. Internet version version version
Explorer mode
for Microsoft
Edge Chromium
isn’t supported.
Experience Not supported Not supported Supports latest Supports latest Supports latest Supports latest
Builder sites stable browser stable browser stable browser stable browser
version. Internet version version version
Explorer mode
for Microsoft
60
Salesforce Spring ’24 Release Notes Supported Browsers and Devices for Lightning Experience

Edge Chromium
isn’t supported.
Special setup Not supported Not supported No No No No

considerations?
Limitations? Yes Yes Yes No Yes Yes
Note: The browser vendor defines “latest.” Check with your browser vendor to determine the latest version available.
Tablet Browsers
Use Apple Safari on iPadOS (iOS 13.x) or later. Portrait orientation and orientation switching aren’t supported on Lightning Experience
on iPad Safari. Use landscape orientation and maximize your Safari browser to full width. To avoid orientation switching, turn on the
iPad rotation lock.
We support only the Salesforce mobile app for Android-based tablets.
Apple® Safari® Google Chrome™ Other Browsers Salesforce Mobile

App
iPadOS Supported Not supported Not supported Supported
Android — Not supported Not supported Supported
Salesforce treats touch-enabled laptops, including Microsoft Surface and Surface Pro devices, as laptops instead of tablets. You can’t
access the Salesforce mobile app on these devices. Users are redirected to the full site experience that’s enabled for them—Lightning
Experience or Salesforce Classic. Only standard keyboard and mouse inputs are supported on these types of devices.
Phones
For the best experience, use the Salesforce mobile app.
Third-Party Browser Extensions and JavaScript Libraries

Before you use a third-party browser extension or JavaScript library, we recommend that you check AppExchange for browser extensions
and apps from Salesforce partners or the Component Reference for base components that match your requirements.
Although some third-party browser extensions can personalize and enhance your Salesforce experience, we don’t recommend using
browser extensions that manipulate the DOM. Using third-party browser extensions is at your own risk. Salesforce can’t prevent these
extensions from accessing your Salesforce data, nor can we detect that there’s any attempt to access your data. Additionally:
• Browser extensions that insert or remove elements in the DOM can interfere with the stability of Lightning Experience and lead to
unexpected behavior.
• Browser extensions that don’t follow Salesforce security standards can fail to work properly in Lightning Experience.
61
Salesforce Spring ’24 Release Notes Supported Browsers and Devices for Salesforce Classic
• The internal DOM structure of Lightning Experience can change in a future release, and compatibility with a third-party browser
extension isn’t guaranteed.
To use a third-party JavaScript library with custom Lightning components, upload it first as a static resource. Use the JavaScript library
by loading it in the component depending on which model that you're using.
• Lightning Web Components: Load a third-party JavaScript library via lightning/platformResourceLoader
• Aura Components: Load a third-party JavaScript library via ltng/require
Supported Browsers and Devices for Salesforce Classic

Salesforce Classic doesn't support mobile browsers, so we recommend using the Salesforce mobile app for working on mobile devices.
Salesforce Classic is available in all editions.

Salesforce Classic IE 11 no longer Not supported Supports latest Supports latest Supports latest Supports latest
supported after stable browser stable browser stable browser stable browser
December 31, version. Internet version version version
2022 Explorer mode
for Microsoft
Edge Chromium
isn’t supported.
Salesforce Classic IE 11 no longer Not supported Supports latest Supports latest Supports latest Not supported
Console supported after stable browser stable browser stable browser
December 31, version. Internet version version
2022 Explorer mode
for Microsoft
Edge Chromium
isn’t supported.
Special setup Yes Not supported No No Yes No

considerations?
Limitations? Yes Yes Yes No No Yes
Note: The browser vendor defines “latest.” Check with your browser vendor to determine the latest version available.

Supported browsers for CRM Analytics include those supported for Lightning Experience.
Salesforce Overall
62
Salesforce Spring ’24 Release Notes General Enhancements
Spring '24 gives you more reasons to love Lightning Experience.
Reassign multiple appointments for service resources as per your organization’s business needs. Add concurrency to the topics that
are added to a shift. Use Salesforce Scheduler Troubleshooter to identify and fix various setup issues and the issues that occur during
appointment scheduling.
Einstein Search
Work faster, complete tasks directly from the search results, and get results that are most relevant to you. Use Search Manager and
Search Settings to configure search features and enhance results.
Preview your hierarchical data before running your recipe. Allocate your concurrent data prep jobs to meet your orchestration needs.
Get information on when each data prep job started and was canceled.
The Trust site has made some major improvements to help customers stay informed about the availability of their products at
Salesforce.
Spring '24 gives you more reasons to love Lightning Experience.
Get Core Major Releases with No Downtime

Starting in Summer ’24, major release upgrades on Hyperforce require no service downtime. Users who are online during the upgrade
are prompted to log in again to comply with security requirements. Until now, core major release upgrades required a 5-minute
maintenance window with downtime.
Allow the New Setup Domain
To ensure continued access to Setup, add *.salesforce-setup.com to your allowlists. Salesforce Setup pages are now hosted on that
domain.
MFA Enforcement for Salesforce Orgs Is Shifting to In-App Notifications Starting in Summer ’24
As we previously communicated, the contractual requirement to use multi-factor authentication (MFA) for Salesforce products is in
full effect as of February 1, 2022. To help customers satisfy this requirement, Salesforce automatically enabled MFA for direct logins
to existing production orgs. And starting April 2024, MFA is turned on by default for new production orgs. Because of high MFA
adoption rates for products built on the Salesforce Platform, we’re shifting to a new notification model instead of enforcing MFA in
Summer ’24.
MFA Is Turned On by Default Starting April 2024
To prevent unauthorized access to Salesforce accounts, multi-factor authentication (MFA) is required when users log in. To help
customers with this contractual requirement, Salesforce is making MFA a default part of the direct login process for production orgs.
This change applies to production orgs created on or after April 8, 2024. It also applies to any existing production org that wasn’t
included in one of the MFA auto-enablement phases that occurred between Spring ’23 and Spring ’24. Sandbox orgs aren’t affected.
Orgs that are in a trial period aren’t affected until they’re converted to a subscription.
Experience Improved Performance on More Record Home Pages
More objects are Lightning Web Components (LWC)-enabled in Spring ’24. Create, view, or edit the record home pages with improved
performance, stronger accessibility support, and better service availability.
63
Upgrade from Starter to Pro Suite in Your Account

If you’re a Starter customer who’s ready for the power, personalization, and supercharged efficiency of Pro Suite, request an upgrade
in the Product Catalog in Your Account. With Pro Suite, get everything you love from Starter plus better customization and automation
options so you can grow your business quickly.
Find Transactions Faster with the Your Account Home Page
Improved usability on the Your Account home page directs you to the transactions you want to access, such as manage contracts
and pay invoices.
Get Core Major Releases with No Downtime

Starting in Summer ’24, major release upgrades on Hyperforce require no service downtime. Users who are online during the upgrade
are prompted to log in again to comply with security requirements. Until now, core major release upgrades required a 5-minute
maintenance window with downtime.
Where: This change applies to Lightning Experience and Salesforce Classic in all editions.
When: This change starts in Summer ’24. We continue to communicate the date of major releases one year in advance, and releases
occur during a 1-hour window that is communicated 60 days in advance.

To ensure continued access to Setup, add *.salesforce-setup.com to your allowlists. Salesforce Setup pages are now hosted on that
domain.
When: This change is applied on a rolling basis starting in Spring ’24. For details about timing, contact your Salesforce account executive.
SEE ALSO:
Salesforce Help: Allow the Required Domains (can be outdated or unavailable during release preview)
Knowledge Article: Understand How Google's Privacy Sandbox Initiative Impacts Salesforce
MFA Enforcement for Salesforce Orgs Is Shifting to In-App Notifications Starting in

Summer ’24
As we previously communicated, the contractual requirement to use multi-factor authentication (MFA) for Salesforce products is in full
effect as of February 1, 2022. To help customers satisfy this requirement, Salesforce automatically enabled MFA for direct logins to existing
production orgs. And starting April 2024, MFA is turned on by default for new production orgs. Because of high MFA adoption rates for
products built on the Salesforce Platform, we’re shifting to a new notification model instead of enforcing MFA in Summer ’24.
Where: This change applies to Lightning Experience, Salesforce Classic, and all Salesforce mobile apps in all editions.
When: Salesforce completes auto-enabling MFA for customers’ orgs in Spring ’24. MFA non-compliance notifications are targeted to
begin in Summer ’24, in lieu of the MFA enforcement milestone that was scheduled for the same release.
Note: Our forward-looking statement applies to these notifications. Because roadmap items can change at any time, make your
purchasing decisions based on currently available technology.
Why: The Salesforce program to automatically enable MFA has been extremely successful thanks to the partnership of our customers
and their commitment to safeguarding user account access. Because of high adoption rates and wanting to be respectful of your time
and resources, we’re shifting away from the original plan to technically enforce MFA. Instead we’re implementing in-app notifications
that appear if MFA has been disabled for a Salesforce org.
64
How: With upcoming MFA notifications, admins start receiving in-app messages if the Require multi-factor authentication (MFA)
for all direct UI logins to your Salesforce org setting is disabled after Salesforce turns it on for your production org. These recurring
messages warn that the org is out of compliance with the contractual MFA requirement and provide guidance on how to re-enable
MFA. More details are coming in the Salesforce Summer ’24 Release Notes.
Important: The contractual requirement to use MFA for direct and single sign-on (SSO) logins to Salesforce orgs remains in effect.
If MFA adoption rates for products built on the Salesforce Platform decline, we plan to resume the program to technically enforce
MFA. This change doesn’t apply to other Salesforce products where MFA is currently enforced.
SEE ALSO:
MFA Auto-Enablement Concludes for All Remaining Orgs (Release Update)
Knowledge Article: Everything You Need to Know About MFA Auto-Enablement and Beyond
Knowledge Article: Salesforce Multi-Factor Authentication FAQ

To prevent unauthorized access to Salesforce accounts, multi-factor authentication (MFA) is required when users log in. To help customers
with this contractual requirement, Salesforce is making MFA a default part of the direct login process for production orgs. This change
applies to production orgs created on or after April 8, 2024. It also applies to any existing production org that wasn’t included in one of
the MFA auto-enablement phases that occurred between Spring ’23 and Spring ’24. Sandbox orgs aren’t affected. Orgs that are in a trial
period aren’t affected until they’re converted to a subscription.
When: This change goes into effect on April 8, 2024.
Why: On their own, usernames and passwords no longer provide sufficient protection against cyberattacks. MFA is one of the simplest,
most effective ways to prevent unauthorized account access and safeguard your data and your customers’ data. Salesforce requires MFA
to help protect against threats like phishing attacks, credential stuffing, and unauthorized account access. To learn more about the value
of MFA and how it works, watch this short video.
How: When MFA is turned on for an org, users must verify their identity with a username and password, followed by a separate verification
method. Verification method options include authenticator apps, security keys, and built-in authenticators. The first time each user logs
in to their org, they’re guided through the steps to register a method.
There’s a 30-day grace period for the org during which users can log in without MFA if they’re not ready to set up a verification method.
If needed, a Salesforce admin can temporarily turn off MFA by deselecting the Require multi-factor authentication (MFA) for all
direct UI logins to your Salesforce org setting on the Identity Verification page in Setup. But keep in mind that MFA is contractually
required, so re-enable it as soon as possible.
SEE ALSO:
Salesforce Help: Register for Multi-Factor Authentication (or Get a Little More Time If You Need It) (can be outdated or unavailable
during release preview)
65
Experience Improved Performance on More Record Home Pages

More objects are Lightning Web Components (LWC)-enabled in Spring ’24. Create, view, or edit the record home pages with improved
performance, stronger accessibility support, and better service availability.
Where: This change applies to Lightning Experience and all Salesforce mobile apps in all editions.
Why: As part of LWC enablement at Salesforce, most record home pages now render using LWC.
A record home page has this URL pattern.
https://MyDomainName.my.salesforce.com/lightning/r/ObjectApiName/RecordId/ViewOrEdit
For example, view an account’s record home page.

https://my-dev-org.my.salesforce.com/lightning/r/Account/0012L00001OCuehQAD/view
How: Over 120 objects are LWC-enabled in Spring ’24, including AdverseEventAction, IssuedCard, ResearchStudy,
and Visit. For the full list, see the Lightning Web Components Developer Guide (can be outdated or unavailable during release
preview).
Several objects are no longer LWC-enabled.
• WorkOrder
• WorkOrderLineItem
• ServiceAppointment
Upgrade from Starter to Pro Suite in Your Account

If you’re a Starter customer who’s ready for the power, personalization, and supercharged efficiency of Pro Suite, request an upgrade in
the Product Catalog in Your Account. With Pro Suite, get everything you love from Starter plus better customization and automation
options so you can grow your business quickly.
Where: This change applies to Lightning Experience in Salesforce Starter edition.
Who: Users need the Manage Billing permission or the Your Account App Admin permission set.
How: In the Your Account app, click Browse & Buy. On the Products page, in the Pro Suite tile, click Compare Editions. Then, under
Pro Suite, click Request Upgrade.
Find Transactions Faster with the Your Account Home Page

Improved usability on the Your Account home page directs you to the transactions you want to access, such as manage contracts and
pay invoices.
Where: This change applies to Salesforce Lightning Experience in Starter, Professional, Enterprise, Performance, and Unlimited Editions.
66
Salesforce Spring ’24 Release Notes Salesforce Scheduler
Who: Users need the Manage Billing or the Your Account App Admin User permission set.
Reassign multiple appointments for service resources as per your organization’s business needs. Add concurrency to the topics that are
added to a shift. Use Salesforce Scheduler Troubleshooter to identify and fix various setup issues and the issues that occur during
appointment scheduling.
Optimize Resource Management by Reassigning Multiple Service Appointments

Territory managers can now use the Reassign Multiple Service Appointments flow to easily reassign the service appointments. They
can select a preferred service resource to reassign the service appointments to or reassign the service appointments to the service
resources that Salesforce Scheduler suggests based on availability.
Optimize Appointments by Using Concurrency in Shifts
Service resources can now attend to multiple customers during the same time slot within their shift. Define the maximum number
of appointments that can be booked for the same time slot for the selected topics within the selected shift.
Troubleshoot Setup and Appointment Scheduling Issues
Users with the out-of-the-box System Administrators profile can run the Salesforce Scheduler Troubleshooter to identify the issues
related to Scheduler setup, service resource setup, and an Experience Cloud user setup. The issues can occur due to missing system
permissions, object accesses, or field-level permissions, unavailable time slots, and object record validations.
Learn about the other small but important improvements to Salesforce Scheduler.
Optimize Resource Management by Reassigning Multiple Service Appointments

Territory managers can now use the Reassign Multiple Service Appointments flow to easily reassign the service appointments. They can
select a preferred service resource to reassign the service appointments to or reassign the service appointments to the service resources
that Salesforce Scheduler suggests based on availability.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions where Salesforce Scheduler is enabled.
How: In the service appointment list view, click Reassign Service Appointments. Or, on a service resource’s record page, click ,
and then click Reassign Service Appointments.
67
SEE ALSO:
Salesforce Scheduler Help: Reassign Multiple Service Appointments (can be outdated or unavailable during release preview)
Optimize Appointments by Using Concurrency in Shifts

Service resources can now attend to multiple customers during the same time slot within their shift. Define the maximum number of
appointments that can be booked for the same time slot for the selected topics within the selected shift.
How: To configure shift concurrency, in the shift schedule view, hover over a shift card, and then click Configure Shift Settings. Select
Set concurrent topics, and then define the maximum number of appointments that can be booked for the same time slot for the
selected topics.
68
SEE ALSO:
Salesforce Scheduler Help: Add Multiple Topics to a Shift (can be outdated or unavailable during release preview)
Salesforce Scheduler Help: Appointment Time Slot Calculation for Concurrent Shifts (can be outdated or unavailable during release
preview)
Troubleshoot Setup and Appointment Scheduling Issues

Users with the out-of-the-box System Administrators profile can run the Salesforce Scheduler Troubleshooter to identify the issues
related to Scheduler setup, service resource setup, and an Experience Cloud user setup. The issues can occur due to missing system
permissions, object accesses, or field-level permissions, unavailable time slots, and object record validations.
How: From Setup, in the Quick Find box, enter Troubleshooter, and then select Troubleshooter under Salesforce Scheduler.
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SEE ALSO:
Salesforce Scheduler Help: Salesforce Scheduler Troubleshooter (can be outdated or unavailable during release preview)

Learn about the other small but important improvements to Salesforce Scheduler.
Where: These changes apply to Lightning Experience in Enterprise and Unlimited editions with Salesforce Scheduler enabled.
Why: You can now:
• Assign users the Salesforce Scheduler Greeter Permission Set License (PSL) to manage scheduled appointments and drop-in
appointments.
Note: If you have existing users who are using lobby management, you must assign them the Salesforce Scheduler Greeter
Permission Set License (PSL) for uninterrupted services.
• Update sharing settings for the Operating Hours object. The organization-wide default sharing setting for the Operating Hours object
is set to Private.
For this release, Salesforce Scheduler runs a release task that automatically updates the organization-wide default sharing settings
of the Operating Hours object for authenticated users. If the sharing settings aren’t automatically updated to Public Read/Write,
manually update them. After you verify the sharing settings, set the value of the enableDepriveSoqlAccessOrgPref
field for the IndustriesSettings Metadata API to true.
Unauthenticated users of an existing org must manually create the sharing rules as per their requirements. After they create the
sharing rules, they must set the value of the enableDepriveSoqlAccessGuestUserOrgPref field for the IndustriesSettings
Metadata API to true.
Important: To ensure a smooth appointment booking experience, both authenticated and unauthenticated users must
update the sharing settings with this release. Salesforce Scheduler will deprecate the
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Salesforce Spring ’24 Release Notes Einstein Search
enableDepriveSoqlAccessOrgPref and enableDepriveSoqlAccessGuestUserOrgPref fields of

the IndustriesSettings Metadata API in the Summer '24 release.
SEE ALSO:
Salesforce Scheduler Help: Update the Default Operating Hours Sharing Setting (can be outdated or unavailable during release preview)
Salesforce Scheduler Help: Lobby Management (can be outdated or unavailable during release preview)
Einstein Search
Work faster, complete tasks directly from the search results, and get results that are most relevant to you. Use Search Manager and Search
Settings to configure search features and enhance results.
Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.
Resolve and Deflect Issues with Einstein Search Answers (Generally Available)
Enter a question or phrase in the global search bar, knowledge sidebar, or an Experience site. Search Answers extracts the most
relevant snippet from your knowledge articles to answer the question. AI-Generated Search Answers creates a summarized response
tailored to your question based on knowledge articles and other sources. With this GA release, pilot customers who have Search
Answers enabled must have the required SKUs and re-enable Search Answers to turn on Search Answers.
Einstein Search is now enabled in all Salesforce orgs, unless your org has the DoNotAutoEnable flag turned on. You can opt out of
Einstein Search features by disabling them on the Search settings page. Previously, Einstein Search wasn’t enabled in orgs that didn’t
have the MySearchPilot and SearchAssistant permissions.
Define Rules to Filter Search Results Shown to End Users (Beta)
Give your end users more relevant search results with less noise by adding field rules to your search query configuration in Search
Manager. You can apply rules to global search and search in LWR Experience sites for Experience Cloud and the Lightning Knowledge
component in Service Console.
Customize the Search Experience for Global Search, LWR Experience Sites, and the Lightning Knowledge Component (Beta)
Configure the search experience according to the distinct needs of your end users and deliver more relevant search results. For
example, you can provide a unique search experience for your customers on LWR Experience sites for Experience Cloud in one
configuration. In another configuration, you can filter the results differently for your agents in the Lightning Knowledge component
in the Service Console.
SEE ALSO:
Einstein Features
Resolve and Deflect Issues with Einstein Search Answers (Generally Available)
Enter a question or phrase in the global search bar, knowledge sidebar, or an Experience site. Search Answers extracts the most relevant
snippet from your knowledge articles to answer the question. AI-Generated Search Answers creates a summarized response tailored to
your question based on knowledge articles and other sources. With this GA release, pilot customers who have Search Answers enabled
must have the required SKUs and re-enable Search Answers to turn on Search Answers.
Where: This change applies to Lightning Experience, Lightning Knowledge, and Salesforce Experience Sites (LWR or Aura) in Service
Cloud Unlimited Edition with Lightning Knowledge enabled.
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Einstein Search Answers requires the Service Cloud Einstein SKU. Einstein AI-Generated Search Answers requires the Service Cloud
Einstein SKU and Einstein GPT Service SKU.
How: In Settings, select the search options that you want to enable. Enabling AI-Generated Search Answers also selects Search Answers.
AI-Generated Search Answers requires standard Search Answers. Activation can take up to 24 hours.
Agents and self-service users can provide feedback about the response using the thumbs-up and thumbs-down buttons.
72
SEE ALSO:
Salesforce Help: Get Relevant Search Answers (can be outdated or unavailable during release preview)

Einstein Search is now enabled in all Salesforce orgs, unless your org has the DoNotAutoEnable flag turned on. You can opt out of Einstein
Search features by disabling them on the Search settings page. Previously, Einstein Search wasn’t enabled in orgs that didn’t have the
MySearchPilot and SearchAssistant permissions.
SEE ALSO:
Salesforce Help: Explore Einstein Search (can be outdated or unavailable during release preview)
Define Rules to Filter Search Results Shown to End Users (Beta)

Give your end users more relevant search results with less noise by adding field rules to your search query configuration in Search
Manager. You can apply rules to global search and search in LWR Experience sites for Experience Cloud and the Lightning Knowledge
component in Service Console.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
Note: This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service
is subject to the applicable Beta Services Terms provided at Agreements and Terms.
SEE ALSO:
Salesforce Help: Customize the User Search Experience in Search Manager (can be outdated or unavailable during release preview)
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Salesforce Spring ’24 Release Notes Salesforce Data Pipelines
Customize the Search Experience for Global Search, LWR Experience Sites, and the
Lightning Knowledge Component (Beta)
Configure the search experience according to the distinct needs of your end users and deliver more relevant search results. For example,
you can provide a unique search experience for your customers on LWR Experience sites for Experience Cloud in one configuration. In
another configuration, you can filter the results differently for your agents in the Lightning Knowledge component in the Service Console.
SEE ALSO:
Salesforce Help: Customize the Search Experience for a User Profile in Global Search (can be outdated or unavailable during release
preview)
Salesforce Help: Customize the Search Experience in LWR Experience Sites (can be outdated or unavailable during release preview)
Salesforce Help: Customize the Search Experience in the Lightning Knowledge Component (can be outdated or unavailable during
release preview)

Visualize Hierarchies and Flatten Transformations with Preview in the Recipe Editor
Preview the results of hierarchical data in aggregate nodes and flatten transformations to ensure that you have the correct output
before running your recipe. For example, if you’re flattening a role hierarchy to implement row-level security on a dataset, you can
preview the results to verify that they’re as expected before proceeding.
Control Your Data Prep Concurrency Allocation
Allocate your data prep jobs to meet your orchestration needs. Instead of being limited to only two dataflows and one recipe at a
time, you can share concurrency across job types. For example, with concurrency sharing enabled, you can schedule three recipes
to run at the same time.
Audit Details of Running and Canceled Data Prep Jobs
Enhanced data prep job information provides details for data prep jobs that are running off schedule or why they were canceled.
Now you can see when each job started, who started it, and if a job was canceled, who canceled it and when. You can also view the
last person who scheduled or unscheduled a recipe or connection in the job scheduler.
Get More Usage Information in Data Manager
Manage your data limits with more statistics on the Data Manager Usage page. New usage information includes the number of
external uploads and the total number of dataflow and recipe runs in a rolling 24-hour period. You can also see the monthly count
of rows output by recipes.
Trigger Recipes to Run When an External Connection Syncs or a CSV Uploads (Beta)
Set your event-based recipe schedules to run when an external connection syncs or a CSV upload finishes. Instead of being limited
to one event for your trigger, you can select multiple events. Create a recipe schedule to run after a local connection syncs and after
an external connection syncs, keeping your recipe up to date regardless of the input source.
74
Experience Better Recipe Error Messaging and Reliability

Your recipes are now more reliable and easier to troubleshoot. If there are any issues with a recipe run, the error messaging is clearer,
which helps you resolve issues faster and get your job running again.
Connect to Amazon Athena (Generally Available)
Sync Amazon Athena data to Data Manager by creating a remote connection.
Preview the results of hierarchical data in aggregate nodes and flatten transformations to ensure that you have the correct output before
running your recipe. For example, if you’re flattening a role hierarchy to implement row-level security on a dataset, you can preview the
results to verify that they’re as expected before proceeding.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer
Edition and for an extra cost in Enterprise, Performance, and Unlimited editions. This change also applies to Salesforce Data Pipelines in
Lightning Experience. Salesforce Data Pipelines is available for an extra cost in Enterprise, Performance, and Unlimited editions.
How: In the Data Prep recipe, select an aggregate node (1) in the graph to view the preview results (2).
SEE ALSO:
Salesforce Help: Preview Results in a Data Prep Recipe (can be outdated or unavailable during release preview)

Allocate your data prep jobs to meet your orchestration needs. Instead of being limited to only two dataflows and one recipe at a time,
you can share concurrency across job types. For example, with concurrency sharing enabled, you can schedule three recipes to run at
the same time.
How: From Setup, in the Quick Find box, enter Analytics, and select Settings. Select Enable concurrency limit sharing between
dataflows and recipes and save.
Enabling concurrency limit sharing can affect your scheduled dataflows and recipes if they or other jobs are already using available slots.
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Enhanced data prep job information provides details for data prep jobs that are running off schedule or why they were canceled. Now
you can see when each job started, who started it, and if a job was canceled, who canceled it and when. You can also view the last
person who scheduled or unscheduled a recipe or connection in the job scheduler.
How: In Data Manager, on the Jobs Manager page, click the job ID to view the details.
The Started information includes the user and start date and time. If the job was canceled, Cancelled information shows the user who
canceled the job with the date and time.
SEE ALSO:
Salesforce Help: Monitor a Recipe Job (can be outdated or unavailable during release preview)

Manage your data limits with more statistics on the Data Manager Usage page. New usage information includes the number of external
uploads and the total number of dataflow and recipe runs in a rolling 24-hour period. You can also see the monthly count of rows output
by recipes.
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SEE ALSO:
Salesforce Help: Data Manager (can be outdated or unavailable during release preview)
Set your event-based recipe schedules to run when an external connection syncs or a CSV upload finishes. Instead of being limited to
one event for your trigger, you can select multiple events. Create a recipe schedule to run after a local connection syncs and after an
external connection syncs, keeping your recipe up to date regardless of the input source.
How: On the Recipes page in Data Manager, select Schedule from the recipes options menu. Under Schedule Mode, select Event-based.
Select one or more options in the Run Schedule After list.
SEE ALSO:
Salesforce Help: Schedule a Recipe to Run Automatically (can be outdated or unavailable during release preview)


How: Use Data Manager to create an Amazon Athena connection. Add your AWS security credentials to the advanced properties for
each connected object.
SEE ALSO:
Salesforce Help: Amazon Athena Connection (can be outdated or unavailable during release preview)
77
Salesforce Spring ’24 Release Notes Trust Site Enhancements

The Trust site has made some major improvements to help customers stay informed about the availability of their products at Salesforce.
Where: These changes apply to Trust.salesforce.com and Status.salesforce.com
We made these improvements to the Trust site.
• Added full localization for all 17 platform-supported languages
• Coordinated with Salesforce Sales and Support to show products more consistently on Salesforce Help and www.salesforce.com
• Included links to Salesforce Well-Architected Framework (at the top of the page and under Resources), which provides insights and
guidance from highly experienced architects
• Added a link to Quip Prod Status for easy access to Quip availability
We made these improvements to the Status site.
• Added support for Marketing Cloud Personalization and Marketing Cloud Account Engagement
• Updated the notification emails to show only your impacted instances.
Why: The Trust site is the place to see the status of Salesforce services, upcoming availability impacting activities, and availability-related
communications. We’re always working to improve the experience for our customers.
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.
Every time a release update is created, it gets scheduled to be enforced in a future release. We announce each update and its schedule
here as soon as that schedule is known, but occasionally, updates are postponed or canceled. If that happens, we let you know in the
section that describes that specific release update.
Often, release updates provide a Test Run option so you can enable an update and examine any changes to your org, including changes
to customizations, before that update’s Complete Steps By date. You can view attachments in the Salesforce mobile app, but you can’t
edit them.
To view release updates, from Setup, in the Quick Find box, enter Release Updates, and select Release Updates.
Enforced with This Release

These updates are scheduled to be enforced this release.
Enable Faster Account Sharing Recalculation by Not Storing Opportunity Implicit Child Shares (Release Update)
To improve performance, Salesforce is changing the way that automatic account sharing recalculation works behind the scenes for
the Opportunity object. Implicit child share records are no longer stored between accounts and their child opportunity records.
Instead, the system determines whether users can access child opportunity records when they try to access them. This release update
was first available starting in Winter ’24 and is enforced in Spring ’24.
Enable ICU Locale Formats (Release Update)
To conduct business wherever you are, adopt the International Components for Unicode (ICU) locale formats. Locales control the
formats for dates, times, currencies, addresses, names, and numeric values. ICU sets the international standard for these formats. The
ICU locale formats provide a consistent experience across the platform and improve integration with ICU-compliant applications
across the globe. When you enable this update, the ICU locale formats replace Oracle’s Java Development Kit (JDK) locale formats
in Salesforce. This update was first made available in Winter ’20 and will be enforced on a rolling basis starting in Spring ’24.
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Salesforce Spring ’24 Release Notes Release Updates
Enable JsonAccess Annotation Validation for the Visualforce JavaScript Remoting API (Release Update)
The Visualforce Remoting API uses JavaScript to directly call methods in Apex controllers from Visualforce pages. To prevent
unauthorized serialization and deserialization across packaging namespaces, this update validates the JsonAccess annotation of
your Apex classes. This update was first made available in Winter ’23 and is enforced in Spring ’24.
Enforce RFC 7230 Validation for Apex RestResponse Headers (Release Update)
When this update is enabled, regardless of API version, REST response headers defined in Apex via the
RestResponse.addHeader(name, value) method have the header names validated based on RFC 7230. This update
was available starting in Spring ’23 and is enforced in Spring ’24.
Automatically Enabled in This Release

The features related to these updates are scheduled to be automatically enabled but not enforced in this release. The list can include
new, previously announced, and previously postponed release updates. You can disable the behavior for the indicated release updates
until their enforcement date.
As of February 1, 2022, Salesforce requires all customers to use multi-factor authentication (MFA) when accessing Salesforce products.
To help customers meet this requirement, Salesforce has been automatically enabling MFA for production orgs via the MFA
Auto-Enablement Release Update. The first phase of this process started in Spring ’23. The fourth and final phase goes into effect
when Spring ’24 rolls out. The final phase includes all orgs that weren’t previously auto-enabled.
Scheduled to Be Enforced in Summer ’24

These updates are scheduled to be enforced in Summer ’24. The list can include new, previously announced, and previously postponed
release updates.
Allow Only Trusted Cross-Org Redirections (Release Update)
To protect your users and network, limit redirections to other Salesforce orgs. Add the specific Salesforce org URLs that you trust to
the Trusted URLs for Redirects allowlist. This update was first available in Winter ’24.
Enable EmailSimple Invocable Action to Respect Organization-Wide Profile Settings (Release Update)
With this update enabled, the EmailSimple invocable action adheres to organization-wide email address profile settings. This update
was first made available in Summer ’23 and was scheduled to be enforced in Spring ’24, but we postponed the enforcement date
to Summer ’24.
Migrate to a Multiple-Configuration SAML Framework (Release Update)
If you see this release update, your Salesforce instance is using our original single-configuration SAML framework, which supports
single sign-on (SSO) with only one external identity provider. With this release update, we’re removing support for the
single-configuration SAML framework and supporting only the multiple-configuration SAML framework. To preserve your existing
configuration, follow the steps to apply this update. If you don’t, your SSO configuration stops working when this update is enforced.
This update is available starting in Spring ’24.
Pass the Conversation Intelligence Rule Name as Input to a Flow (Release Update)
This release update adds a new ruleDevName flow input parameter that’s sent to Recommendation Strategy and autolaunched
flows linked to the Conversation Intelligence rule. The input parameter contains the developer name of the rule. This update is
available starting Spring ’24 and is scheduled to be enforced in Summer ’24.
Run Flows in Bot User Context (Release Update)
With this update enabled, a flow initiated by a bot uses the user profile and permission sets associated with the bot to determine
the object permissions and field-level access of the flow. This update was first made available in Summer ’23.
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Salesforce Spring ’24 Release Notes Release Updates
Transition to the Lightning Editor for Email Composers in Email-to-Case (Generally Available) (Release Update)
When enabled, this release update replaces the email editor in the docked and case feed email composers. The new email editor is
generally available in Lightning Experience in Spring '24.
Scheduled to Be Enforced in Winter ’25

These updates are scheduled to be enforced in Winter ’25. The list can include new, previously announced, and previously postponed
release updates.
Enable New Order Save Behavior (Release Update)
After the New Order Save Behavior is enabled, whenever an order product update causes a change to the parent order, Salesforce
runs custom application logic. Previously, in this scenario, Salesforce didn’t correctly evaluate custom application logic on the parent
record.
Enforce Sharing Rules when Apex Launches a Flow (Release Update)
When this update is enabled, an autolaunched flow that runs in the default context enforces sharing rules when an Apex class
launches the flow. To enforce sharing, the Apex class must be declared using the with sharing keyword.
Enforce View Roles and Role Hierarchy Permission When Editing Public List View Visibility (Release Update)
With this update, only users with the View Roles and Role Hierarchy permission can see or select from your organization’s list of roles
when they edit public list view visibility. This update is available starting in Spring ’24.
Migrate from Maintenance Plan Frequency Fields to Maintenance Work Rules (Release Update)
The Frequency and Frequency Type fields on the Maintenance Plan are being retired. To prepare for this retirement and take advantage
of updated features, migrate your Frequency and Frequency Type data to Maintenance Work Rules. This update was first available
in Summer ’22 and was scheduled to be enforced in Winter ‘22, but we postponed the enforcement date to Winter ‘25.
Prevent Guest User from Editing or Deleting Approval Requests (Release Update)
After Prevent Guest User from Editing or Deleting Approval Requests is enabled, guest users can approve or reject an approval
request. Guest users are no longer able to edit, reassign, or delete approval requests. This update was first available in Winter '23 and
enforcement was scheduled for Summer '23. We then postponed the enforcement date to Spring '24 and postponed again to Winter
‘25.
Restrict User Access to Run Flows (Release Update)
With this update enabled, Salesforce restricts a user’s ability to run a flow. A user must be granted the correct profile or permission
set to run the flow. When enabled, this release update deprecates the FlowSites license. With this update, flows run more securely
because only users who are granted correct profiles or permission sets can run flows.
Turn On Lightning Article Editor and Article Personalization for Knowledge (Release Update)
Unlock a richer and more user-friendly experience with the new Lightning Article Editor. And with Article Personalization, your
knowledge content is tailored to your business needs and unlocks agent productivity.
Scheduled to Be Enforced in Spring ’25

These updates are scheduled to be enforced in Spring ’25. The list can include new, previously announced, and previously postponed
release updates.
Disable Ref ID and Transition to New Email Threading Behavior (Release Update)
This update turns off Ref ID threading and transitions to Lightning threading in Email-to-Case. With the new Email-to-Case threading
behavior, incoming emails aren’t matched using Ref IDs. Instead, they’re matched using a secure token in the email subject or body.
If no match is found, Email-to-Case checks metadata from the email headers. This update is scheduled for enforcement in Spring
’25.
80
Salesforce Spring ’24 Release Notes Analytics
Enable Secure Redirection for Flows (Release Update)

To protect your users and network, apply stricter validation to the flow URL parameter that determines where you redirect users
after they complete a screen flow. With stricter validation, Salesforce blocks requests to redirect users to URLs that don’t meet the
additional validation requirements unless they’re on your list of trusted URLs in Setup. When Salesforce blocks a request, users see
an invalid-page redirection error. This update is available starting in Spring ‘25.
Enforce Rollbacks for Apex Action Exceptions in REST API (Release Update)
This update preserves data integrity by rolling back transactions that end in an exception. When you execute an Apex action using
REST API, the API doesn’t change Salesforce data if that exception occurs. This update, originally named Enforce Rollbacks for Custom
Invocable Action Exceptions in Connect REST API, was first made available in Spring ’23 and was scheduled to be enforced in Spring
’24, but we postponed the enforcement date to Spring ’25.
Scheduled to Be Enforced in Summer ’25

These updates are scheduled to be enforced in Summer ’25. The list can include new, previously announced, and previously postponed
release updates.
Evaluate Criteria Based on Original Record Values in Process Builder (Release Update)
This update fixes a bug with the evaluation criteria in processes that have multiple criteria and a record update. This release update
ensures that a process with multiple criteria and a record update evaluates the original value of the field that began the process with
a value of null. This update was first made available in Summer ’19.
Salesforce Platform API Versions 21.0 Through 30.0 Retirement (Release Update)
The retirement of versions 21.0 through 30.0 of the Salesforce Platform API was first scheduled for Summer ’23. The retirement is
now postponed to Summer ’25. You can continue to use these API versions but they’re not supported and won’t be available starting
in Summer ’25. Applications consuming them are then disrupted. Requests fail with an error message indicating that the endpoint
is deactivated. Upgrade all applications that use a legacy API version to a current version before this breaking change occurs.
Analytics

Manage folder sharing for reports and dashboards centrally in the Analytics tab. Handle your analytics in batches and apply changes
simultaneously with bulk selections. Create multiple dashboard views and easily switch between them on your mobile device.
Transfer Lightning dashboards to a new owner when responsibilities change by changing ownership individually or in bulk and
notifying the new owner. Enhance your Lightning dashboards with images and rich text and up to five dashboard filters in all
Salesforce editions. Focus your Lightning reports on grouped values that you’re interested in by using summary filters on record
counts. Evolve your Lightning reports more easily by updating fields in report filters, and quickly find the right report type when
creating reports.
Extend your analysis on calculated insights using Data Cloud reports. Build reports on data model objects (DMOs) the way you like
with custom report types for DMOs. Use bucket columns in Data Cloud reports to group and compare data easily.
CRM Analytics
Explore dashboards faster with improved caching, and use your data offline more confidently with exported metadata in Excel.
Orchestrate your data jobs more effectively with run details and shared concurrency.
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Salesforce Spring ’24 Release Notes Unified Analytics Experiences

Optimize your sales strategy and track changes in your pipeline with Revenue Intelligence. Improve performance, monitor operations,
and quickly discover top customer requests with Service Intelligence.
Tableau
Use Tableau to analyze, explore, and make decisions on your data with just a few clicks. Create engaging visualizations and embed
them in your Lightning pages to use them in your workflows. Tableau has enterprise analytics platform solutions for deep data
exploration.
Connect, harmonize, visualize, and act on your marketing data to optimize performance within campaigns, discover insights in real
time, and then act on them.

Manage folder sharing for reports and dashboards centrally in the Analytics tab. Handle your analytics in batches and apply changes
simultaneously with bulk selections. Create multiple dashboard views and easily switch between them on your mobile device.
Control Your Report and Dashboard Sharing from the Analytics Tab
The folder sharing features on the Reports and Dashboard tabs are now available on the Analytics tab. For example, when sharing
a report folder, you get the same controls and granular permission settings, ensuring that your collaboration remains secure and
tailored to your needs. Instead of navigating through separate tabs to share folders with customized settings, you can now manage
shared content from one centralized location.
Streamline Management of Your Analytics with Bulk Selection
No more tedious one-by-one selections – now you can handle your analytics in batches with bulk selection. When you've made
your selections, you can apply changes simultaneously, such as moving reports to a different folder, changing owners, or deleting
files all at once.
Analytics Mobile Apps
Saving personal views of dashboards, previously available only on desktops, is now available to mobile users.
Control Your Report and Dashboard Sharing from the Analytics Tab
The folder sharing features on the Reports and Dashboard tabs are now available on the Analytics tab. For example, when sharing a
report folder, you get the same controls and granular permission settings, ensuring that your collaboration remains secure and tailored
to your needs. Instead of navigating through separate tabs to share folders with customized settings, you can now manage shared
content from one centralized location.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer
editions. Access to CRM Analytics assets is available for an extra cost.
How: From the App Launcher, find and select Analytics, then browse or search for a report or dashboard folder. Click the row-level
action menu button for the folder, and click Share.
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From the Give access tab, select a user, role, or group (1), search for a name (2), then assign access (3).
Streamline Management of Your Analytics with Bulk Selection

No more tedious one-by-one selections – now you can handle your analytics in batches with bulk selection. When you've made your
selections, you can apply changes simultaneously, such as moving reports to a different folder, changing owners, or deleting files all at
once.
editions. Access to CRM Analytics assets is available for an extra cost.
How: From the App Launcher, find and select Analytics, then browse or search for your items. Click the checkbox next to the items you
want to edit. Click the Edit Items link, and select an action to apply.
Analytics Mobile Apps

Saving personal views of dashboards, previously available only on desktops, is now available to mobile users.
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The new Save View functionality enables you to save dashboard views on your iOS devices, such as a daily performance snapshot.
Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you
can easily switch between other saved views associated with the dashboard.
Save Dashboard Views on Your Android Devices
The new Save View functionality enables you to save dashboard views on your Android devices, such as a daily performance snapshot.
Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you
can easily switch between other saved views associated with the dashboard.

The new Save View functionality enables you to save dashboard views on your iOS devices, such as a daily performance snapshot. Before
this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can easily
switch between other saved views associated with the dashboard.
Where: This change applies to CRM Analytics for iOS. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise,
Performance, and Unlimited editions.
When: Save View is available the week of February 12, 2024.
How: CRM Analytics is available for devices running iOS 12.2 and later. For the latest enhancements, download CRM Analytics from the
App Store.
Open a CRM Analytics dashboard on your mobile device. Create a dashboard view, such as applying filters or selecting a chart metric.
Swipe up from the bottom of your mobile device and tap the Save View tab. Tap Use as default view for the view to automatically
open with a dashboard. Type in a name for the view and tap Save View.
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Save Dashboard Views on Your Android Devices

The new Save View functionality enables you to save dashboard views on your Android devices, such as a daily performance snapshot.
Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can
easily switch between other saved views associated with the dashboard.
Where: This change applies to CRM Analytics for Android. CRM Analytics is available in Developer Edition and for an extra cost in
Enterprise, Performance, and Unlimited editions.
How: CRM Analytics is available for devices running Android 5 or later. For the latest enhancements, download CRM Analytics from
Google Play™.
Open a CRM Analytics dashboard on your mobile device. Create a dashboard view, such as applying filters or selecting a chart metric.
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86
Salesforce Spring ’24 Release Notes Lightning Reports and Dashboards

Transfer Lightning dashboards to a new owner when responsibilities change by changing ownership individually or in bulk and notifying
the new owner. Enhance your Lightning dashboards with images and rich text and up to five dashboard filters in all Salesforce editions.
Focus your Lightning reports on grouped values that you’re interested in by using summary filters on record counts. Evolve your Lightning
reports more easily by updating fields in report filters, and quickly find the right report type when creating reports.
Transfer Lightning Dashboard Ownership (Generally Available)

Transfer Lightning dashboard ownership when responsibilities change or the current owner leaves your organization. You can
change the ownership of multiple dashboards at one time and can send an email notification to the new owner. Previously, you
had to clone or re-create the dashboard to provide access to a new owner.
Supercharge Your Visualizations with Images, Rich Text, and Dashboard Widgets in All Salesforce Editions
Salesforce users in all editions can now use rich text and image widgets in Lightning dashboards. Explain charts, describe metrics
and KPIs, and clarify tables with rich text right where users need it. Add company logos and branding, flow diagrams, and embedded
images. Guide users through their data with section titles, narrative text, and even animated GIFs. Lightning dashboard components
are now called widgets in all editions. Dashboards now support up to 25 widgets, including a maximum of 20 charts and tables, 2
images, and 25 rich text widgets. The former limit was 20 in total. Previously, this feature was available only in Unlimited Edition and
Performance editions.
Focus Your View with More Dashboard Filters in All Salesforce Editions
Users in all Salesforce editions can now refine and target dashboard data with up to five filters on Lightning dashboards. With more
filters, you can reuse the same dashboard for different teams while preserving the filters that are already set up. Save time and effort
and reduce dashboard redundancy by eliminating the need to clone dashboards for different teams and business units.
Reveal Actionable Data with Summary Filters in Lightning Reports (Beta)
Surface the data that’s most meaningful and actionable by adding summary filters to your Lightning reports. For example, you can
filter campaign reports based on the number of campaigns a customer signed up for. Or display your top 10 accounts with the most
activities. Summary filters aren’t available for Data Cloud reports or custom report types with an outer join.
Easily Update Fields in Lightning Report Filters
Save time when updating filters in response to changing reporting needs. You can now change the field in a Lightning report filter
without deleting the filter and adding a new one. For example, you can change a filter on Industry to a filter on Type in a report on
accounts without having to remove and recreate the filter and filter logic. In earlier releases, you could change the operator and
value but not the field. Previously, this feature was available only in Salesforce Classic.
Rearrange Multiple Lightning Report Columns at Once
Now you can move multiple columns in the Lightning report builder at the same time. Previously, this feature was available only in
Salesforce Classic.
Filter Report Types by Objects or Fields in Enterprise and Performance Editions
Ensure the Lightning reports that you create contain the data you need without trial and error. Enterprise and Performance Edition
users can now quickly find all the report types that include specific Salesforce objects or fields. For example, if you’re building a report
that needs to include the Age field on the Case object and the SLA field on the Account object, add those fields to the report type
filter to see report types that include those fields. You can filter report types by up to 20 objects or fields. You can’t filter by fields
included in a lookup or part of a composite field, such as geolocation or address. Previously, this feature was available only in Unlimited
Edition.
Access Report and Dashboard Subscriptions with Slack Slash Commands
Reduce context switching and increase workflow efficiency and collaboration with the new way to view and configure Lightning
reports and dashboards subscriptions. Wherever you are in Slack, you can enter a slash command that opens a window for managing
subscriptions, including adding and removing recipients. Previously, you could manage these items only within the CRM Analytics
for Slack app.
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Transfer Lightning Dashboard Ownership (Generally Available)

Transfer Lightning dashboard ownership when responsibilities change or the current owner leaves your organization. You can change
the ownership of multiple dashboards at one time and can send an email notification to the new owner. Previously, you had to clone
or re-create the dashboard to provide access to a new owner.
editions.
How: To reassign a single dashboard, on the Dashboards or Analytics tabs select Change Owner from the dashboard’s actions.
When someone leaves your organization, you can reassign all their dashboards on the Analytics tab. Select the dashboards, and then in
the Manage Items menu, select Change Owner.
To notify the new owner, select Send email notification in the Change Owner window.
Supercharge Your Visualizations with Images, Rich Text, and Dashboard Widgets in
All Salesforce Editions
Salesforce users in all editions can now use rich text and image widgets in Lightning dashboards. Explain charts, describe metrics and
KPIs, and clarify tables with rich text right where users need it. Add company logos and branding, flow diagrams, and embedded images.
Guide users through their data with section titles, narrative text, and even animated GIFs. Lightning dashboard components are now
called widgets in all editions. Dashboards now support up to 25 widgets, including a maximum of 20 charts and tables, 2 images, and
25 rich text widgets. The former limit was 20 in total. Previously, this feature was available only in Unlimited Edition and Performance
editions.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, and Developer editions.
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How: When editing a dashboard, click +Widget and select the type of widget to add.
Combine charts, text, and images to inform, engage, and guide viewers.
Image widget settings, like tile, stretch, and fit to height, aren’t applied to dashboards delivered through email subscriptions. The image
is shown at the original resolution within the widget.
Focus Your View with More Dashboard Filters in All Salesforce Editions
Users in all Salesforce editions can now refine and target dashboard data with up to five filters on Lightning dashboards. With more
filters, you can reuse the same dashboard for different teams while preserving the filters that are already set up. Save time and effort and
reduce dashboard redundancy by eliminating the need to clone dashboards for different teams and business units.
Where: This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, and Developer editions.
How: For example, previously, if you filtered on Stage, Opportunity Owner, and Type, you couldn’t add a Region filter to reuse the
dashboard for all your teams. Now you can include the Region filter and even have room for a Created Date filter.
Reveal Actionable Data with Summary Filters in Lightning Reports (Beta)

Surface the data that’s most meaningful and actionable by adding summary filters to your Lightning reports. For example, you can filter
campaign reports based on the number of campaigns a customer signed up for. Or display your top 10 accounts with the most activities.
Summary filters aren’t available for Data Cloud reports or custom report types with an outer join.
editions.
How: From Setup, in the Quick Find box, enter Reports and Dashboards Settings, and then select Reports and Dashboards Settings.
Select Enable filters on aggregated data such as record counts in reports.
Create a summary report with at least one grouping, and turn off Detail Rows. Add a summary filter.
Easily Update Fields in Lightning Report Filters

Save time when updating filters in response to changing reporting needs. You can now change the field in a Lightning report filter
without deleting the filter and adding a new one. For example, you can change a filter on Industry to a filter on Type in a report on
accounts without having to remove and recreate the filter and filter logic. In earlier releases, you could change the operator and value
but not the field. Previously, this feature was available only in Salesforce Classic.
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editions.
How: In the Filter By window, change the field, operator, or value.
Rearrange Multiple Lightning Report Columns at Once

Now you can move multiple columns in the Lightning report builder at the same time. Previously, this feature was available only in
Salesforce Classic.
editions.
How: In the Lightning report builder, select the columns in the report table or Columns list and drag them to the new location.
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Filter Report Types by Objects or Fields in Enterprise and Performance Editions

Ensure the Lightning reports that you create contain the data you need without trial and error. Enterprise and Performance Edition users
can now quickly find all the report types that include specific Salesforce objects or fields. For example, if you’re building a report that
needs to include the Age field on the Case object and the SLA field on the Account object, add those fields to the report type filter to
see report types that include those fields. You can filter report types by up to 20 objects or fields. You can’t filter by fields included in a
lookup or part of a composite field, such as geolocation or address. Previously, this feature was available only in Unlimited Edition.
Where: This change applies to Lightning Experience in Enterprise and Performance editions.
How: In the Create Report window, click Filter report types, and select either Salesforce objects or fields to search.
Access Report and Dashboard Subscriptions with Slack Slash Commands

Reduce context switching and increase workflow efficiency and collaboration with the new way to view and configure Lightning reports
and dashboards subscriptions. Wherever you are in Slack, you can enter a slash command that opens a window for managing subscriptions,
including adding and removing recipients. Previously, you could manage these items only within the CRM Analytics for Slack app.
Where: CRM Analytics for Slack is available for use where approved by a workspace admin and installed in Slack.
How: To access report subscriptions, enter /analytics-lx-rpt-subscriptions in the Slack message field.
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Salesforce Spring ’24 Release Notes Data Cloud Reports and Dashboards
To access dashboard subscriptions, enter /analytics-lx-db-subscriptions in the Slack message field.
SEE ALSO:
Salesforce Help: Subscribe to Lightning Reports and Dashboards in Slack
Salesforce Help: Import and Add Recipients to Lightning Report and Dashboard Subscriptions

Extend your analysis on calculated insights using Data Cloud reports. Build reports on data model objects (DMOs) the way you like with
custom report types for DMOs. Use bucket columns in Data Cloud reports to group and compare data easily.
Analyze Calculated Insights in Data Cloud Reports

Build a standard Data Cloud report on a calculated insight object to surface patterns from segmented data or precalculated metrics.
For example, focus your marketing efforts with a report on a calculated insight that ranks web traffic sources and shows a breakdown
for each product category. When you create a report on a single calculated insight object, the Report Builder recognizes the calculated
insight’s measures as columns and its dimensions as groups. You can then easily visualize the data as a chart, group the report on
dimensions, and add the report as a widget to a dashboard.
Tailor Reports on Data Model Objects with Custom Report Types
Set up a custom report type on data model objects (DMOs) so that you can build reports with the most pertinent fields and records
from Data Cloud. For example, create a custom report type that combines Individual and Segment membership DMOs to identify
individuals who are active members within each segment. You can join up to four DMOs in a single custom report type and design
its field layout in an easy-to-use interface. Add fields from any related object to the report via the lookup relationship.
Discover Trends over Time Using Standard Fiscal Calendar Options
If your organization uses the standard fiscal year, you can group, sort, and filter your Data Cloud data model object (DMO) reports
by fiscal week, month, year, or quarter. For example, in a sales order DMO report, group your customer spend by the standard fiscal
quarter to compare seasonal spending habits. Or, review your loyalty program’s performance for the current fiscal year by filtering
the program DMO report by calendar year.
Easily Categorize Data Cloud Records with Bucket Columns
Organize Data Cloud records into groups without the hassle of creating a formula or custom field. Create bucket columns in a Data
Cloud report to define multiple categories or ranges for the same measure or dimension. For example, get a better understanding
of your customers from the Unified Individuals calculated insight by bucketing email engagement scores into Low, Medium, and
High ranges. You can bucket Data Cloud reports on numeric, picklist, and text data types and sort, filter, or group the report based
on the bucket column.
Perform Calculations Using Functions and Formulas
You can now apply most of the math, date and time, and logical functions to numeric columns in Data Cloud reports. Easily derive
advanced insights in near real time by applying functions to summary or row-level formula fields. For example, create a row-level
formula to calculate the number of days since the last web activity in a customer engagement calculated insight report.
Analyze Calculated Insights in Data Cloud Reports

Build a standard Data Cloud report on a calculated insight object to surface patterns from segmented data or precalculated metrics. For
example, focus your marketing efforts with a report on a calculated insight that ranks web traffic sources and shows a breakdown for
each product category. When you create a report on a single calculated insight object, the Report Builder recognizes the calculated
insight’s measures as columns and its dimensions as groups. You can then easily visualize the data as a chart, group the report on
dimensions, and add the report as a widget to a dashboard.
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Where: This change applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions.
How: On the Reports tab, click New Report. In the Data Cloud report category, select a calculated insight as the record type, and click
Start Report.
SEE ALSO:
Salesforce Help: Build a Report in Lightning Experience (can be outdated or unavailable during release preview)
Tailor Reports on Data Model Objects with Custom Report Types

Set up a custom report type on data model objects (DMOs) so that you can build reports with the most pertinent fields and records from
Data Cloud. For example, create a custom report type that combines Individual and Segment membership DMOs to identify individuals
who are active members within each segment. You can join up to four DMOs in a single custom report type and design its field layout
in an easy-to-use interface. Add fields from any related object to the report via the lookup relationship.
How: From Setup, in the Quick Find box, enter Report Types, and then click New Custom Report Type.
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For the report type, select a Data Cloud DMO as the primary object, and specify the report’s Store-in category. Set the report’s object
relationships, and specify the fields that you want to display.
SEE ALSO:
Salesforce Help: Create a Custom Report Type (can be outdated or unavailable during release preview)
Discover Trends over Time Using Standard Fiscal Calendar Options

If your organization uses the standard fiscal year, you can group, sort, and filter your Data Cloud data model object (DMO) reports by
fiscal week, month, year, or quarter. For example, in a sales order DMO report, group your customer spend by the standard fiscal quarter
to compare seasonal spending habits. Or, review your loyalty program’s performance for the current fiscal year by filtering the program
DMO report by calendar year.
How: In Data Cloud Setup, select Data Management > Fiscal Calendar, and set the standard fiscal calendar for each data space.
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Easily Categorize Data Cloud Records with Bucket Columns

Organize Data Cloud records into groups without the hassle of creating a formula or custom field. Create bucket columns in a Data Cloud
report to define multiple categories or ranges for the same measure or dimension. For example, get a better understanding of your
customers from the Unified Individuals calculated insight by bucketing email engagement scores into Low, Medium, and High ranges.
You can bucket Data Cloud reports on numeric, picklist, and text data types and sort, filter, or group the report based on the bucket
column.
How: In edit mode, on the column that you want to bucket, click and select Add Bucket Column.
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SEE ALSO:
Salesforce Help: Categorize Data with Bucket Columns (can be outdated or unavailable during release preview)
Perform Calculations Using Functions and Formulas

You can now apply most of the math, date and time, and logical functions to numeric columns in Data Cloud reports. Easily derive
advanced insights in near real time by applying functions to summary or row-level formula fields. For example, create a row-level formula
to calculate the number of days since the last web activity in a customer engagement calculated insight report.
How: From a report’s column section, click . Add a summary or row-level formula to your report. Build the formula using the functions
available in the Functions pane. Apply your changes when done.
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Salesforce Spring ’24 Release Notes CRM Analytics
Data Cloud reports support these functions.
Date and Time Functions Logical Functions Math Functions

ADDMONTHS AND ABS
DATE BLANKVALUE ACOS
DATEVALUE CASE ASIN
DATETIMEVALUE IF ATAN
DAY ISBLANK ATAN2
DAYOFYEAR ISNULL CEILING
FORMATDURATION ISNUMBER COS
FROMUNIXTIME NOT EXP
HOUR NULLVALUE FLOOR
ISOWEEK OR LN
ISOYEAR LOG
MILLISECOND MAX
MINUTE MCEILING
MONTH MFLOOR
NOW MIN
SECOND MOD
TIMENOW PI
TIMEVALUE ROUND
TODAY SIN
UNIXTIMESTAMP SQRT
WEEKDAY TAN
YEAR TRUNC
SEE ALSO:
Salesforce Help: Evaluate Report Data with Formulas (can be outdated or unavailable during release preview)
CRM Analytics
Explore dashboards faster with improved caching, and use your data offline more confidently with exported metadata in Excel. Orchestrate
your data jobs more effectively with run details and shared concurrency.
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Experience more responsive dashboards that load faster with improved caching. Download data to Excel files that include metadata
about the export.
Analytics Data Integration

Experience more responsive dashboards that load faster with improved caching. Download data to Excel files that include metadata
about the export.
Get Improved Dashboard Performance with Better Caching

Your dashboards are now more responsive and load faster with improved caching. Dashboard query results are now cached, increasing
performance with fewer calls to the server.
Download Metadata from Lenses and Widgets
Extract detailed insights and user-specific metadata that supports collaboration and informed decision-making through organized
export files. With the new export option in CRM Analytics, you can download data from a lens or widget to an Excel file that contains
information about the export. The Excel format with metadata can include the name of the user, the date and time of the export,
dashboard and widget titles, groups and filters in the query, and the number of records downloaded.
Embed CRM Analytics Dashboards in LWR Sites (Beta)
Let you customers view and interact with CRM Analytics dashboards in your Lightning Web Runtime (LWR) site by adding the CRM
Analytics Dashboard component. For example, customers can view visualizations of account data alongside their account information.
Get More Functionality with the New Dashboard Lightning Web Component (Beta)
Embed your CRM Analytics dashboards in Lightning Experience pages with the new, native CRM Analytics Dashboard Lightning
web component. The component works seamlessly in Lightning Experience pages and LWR sites.
Get Improved Dashboard Performance with Better Caching

Your dashboards are now more responsive and load faster with improved caching. Dashboard query results are now cached, increasing
performance with fewer calls to the server.
Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
How: Improved dashboard caching in the default behavior. If necessary, you can turn it off. From Setup, in the Quick Find box, enter
Analytics, and select Settings. Select Disable dashboard query caching.
Download Metadata from Lenses and Widgets

Extract detailed insights and user-specific metadata that supports collaboration and informed decision-making through organized export
files. With the new export option in CRM Analytics, you can download data from a lens or widget to an Excel file that contains information
about the export. The Excel format with metadata can include the name of the user, the date and time of the export, dashboard and
widget titles, groups and filters in the query, and the number of records downloaded.
How: To access the new export option, select Share on a lens or dashboard widget and then click the Download tab.
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Embed CRM Analytics Dashboards in LWR Sites (Beta)

Let you customers view and interact with CRM Analytics dashboards in your Lightning Web Runtime (LWR) site by adding the CRM
Analytics Dashboard component. For example, customers can view visualizations of account data alongside their account information.
Where: This change applies to CRM Analytics in LWR sites accessed through Lightning Experience and Salesforce Classic. CRM Analytics
is available in Developer Edition and for an extra cost in Enterprise and Performance editions, and requires an Experience Cloud license.
How: From the component palette of an object detail page, drag the CRM Analytics dashboard component to the page.
SEE ALSO:
Salesforce Help: Objects Supported by Out-of-the-Box Components and Pages in Experience Builder Templates (can be outdated or
unavailable during release preview)
Salesforce Help: Standard Components for LWR Templates (can be outdated or unavailable during release preview)
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Get More Functionality with the New Dashboard Lightning Web Component (Beta)
Embed your CRM Analytics dashboards in Lightning Experience pages with the new, native CRM Analytics Dashboard Lightning web
component. The component works seamlessly in Lightning Experience pages and LWR sites.
How: Open Lightning App Builder for the page you want to edit. Find CRM Analytics Dashboard (LWC Beta) in the component palette
and drag it onto the page.
SEE ALSO:
Salesforce Help: Embed Dashboards in Lightning Pages (can be outdated or unavailable during release preview)
Analytics Data Integration

Preview the results of hierarchical data in aggregate nodes and flatten transformations to ensure that you have the correct output
before running your recipe. For example, if you’re flattening a role hierarchy to implement row-level security on a dataset, you can
preview the results to verify that they’re as expected before proceeding.
Allocate your data prep jobs to meet your orchestration needs. Instead of being limited to only two dataflows and one recipe at a
time, you can share concurrency across job types. For example, with concurrency sharing enabled, you can schedule three recipes
to run at the same time.
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Enhanced data prep job information provides details for data prep jobs that are running off schedule or why they were canceled.
Now you can see when each job started, who started it, and if a job was canceled, who canceled it and when. You can also view the
last person who scheduled or unscheduled a recipe or connection in the job scheduler.
Manage your data limits with more statistics on the Data Manager Usage page. New usage information includes the number of
external uploads and the total number of dataflow and recipe runs in a rolling 24-hour period. You can also see the monthly count
of rows output by recipes.
Set your event-based recipe schedules to run when an external connection syncs or a CSV upload finishes. Instead of being limited
to one event for your trigger, you can select multiple events. Create a recipe schedule to run after a local connection syncs and after
an external connection syncs, keeping your recipe up to date regardless of the input source.
Append Data Faster with Incremental Uploads (Generally Available)
Improve your data upload time when using the external data API by loading CSV files incrementally. By registering data faster, you
can bring in more data to your existing datasets without causing the overall run time to grow exponentially.
Preview the results of hierarchical data in aggregate nodes and flatten transformations to ensure that you have the correct output before
running your recipe. For example, if you’re flattening a role hierarchy to implement row-level security on a dataset, you can preview the
results to verify that they’re as expected before proceeding.
How: In the Data Prep recipe, select an aggregate node (1) in the graph to view the preview results (2).
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SEE ALSO:
Salesforce Help: Preview Results in a Data Prep Recipe (can be outdated or unavailable during release preview)

Allocate your data prep jobs to meet your orchestration needs. Instead of being limited to only two dataflows and one recipe at a time,
you can share concurrency across job types. For example, with concurrency sharing enabled, you can schedule three recipes to run at
the same time.
How: From Setup, in the Quick Find box, enter Analytics, and select Settings. Select Enable concurrency limit sharing between
dataflows and recipes and save.
Enabling concurrency limit sharing can affect your scheduled dataflows and recipes if they or other jobs are already using available slots.

Enhanced data prep job information provides details for data prep jobs that are running off schedule or why they were canceled. Now
you can see when each job started, who started it, and if a job was canceled, who canceled it and when. You can also view the last
person who scheduled or unscheduled a recipe or connection in the job scheduler.
How: In Data Manager, on the Jobs Manager page, click the job ID to view the details.
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The Started information includes the user and start date and time. If the job was canceled, Cancelled information shows the user who
canceled the job with the date and time.
SEE ALSO:
Salesforce Help: Monitor a Recipe Job (can be outdated or unavailable during release preview)

Manage your data limits with more statistics on the Data Manager Usage page. New usage information includes the number of external
uploads and the total number of dataflow and recipe runs in a rolling 24-hour period. You can also see the monthly count of rows output
by recipes.
SEE ALSO:
Salesforce Help: Data Manager (can be outdated or unavailable during release preview)
Set your event-based recipe schedules to run when an external connection syncs or a CSV upload finishes. Instead of being limited to
one event for your trigger, you can select multiple events. Create a recipe schedule to run after a local connection syncs and after an
external connection syncs, keeping your recipe up to date regardless of the input source.
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Salesforce Spring ’24 Release Notes Intelligent Analytics Apps
How: On the Recipes page in Data Manager, select Schedule from the recipes options menu. Under Schedule Mode, select Event-based.
Select one or more options in the Run Schedule After list.
SEE ALSO:
Salesforce Help: Schedule a Recipe to Run Automatically (can be outdated or unavailable during release preview)

Append Data Faster with Incremental Uploads (Generally Available)

Improve your data upload time when using the external data API by loading CSV files incrementally. By registering data faster, you can
bring in more data to your existing datasets without causing the overall run time to grow exponentially.
How: When using the Analytics External Data API to load data, set the mode to incremental.
SEE ALSO:
Analytics External Data API Developer Guide: Append the Data (can be outdated or unavailable during release preview)

How: Use Data Manager to create an Amazon Athena connection. Add your AWS security credentials to the advanced properties for
each connected object.
SEE ALSO:
Salesforce Help: Amazon Athena Connection (can be outdated or unavailable during release preview)

Optimize your sales strategy and track changes in your pipeline with Revenue Intelligence. Improve performance, monitor operations,
and quickly discover top customer requests with Service Intelligence.
• Revenue Intelligence Release Notes
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Salesforce Spring ’24 Release Notes Tableau
• Service Intelligence Release Notes
Tableau
Use Tableau to analyze, explore, and make decisions on your data with just a few clicks. Create engaging visualizations and embed them
in your Lightning pages to use them in your workflows. Tableau has enterprise analytics platform solutions for deep data exploration.
• Tableau Cloud is a secure, fully hosted, cloud-based, self-service platform. Use it to prepare your data, author, analyze, collaborate,
publish, and share. See Tableau Cloud Release Notes for the latest updates.
• Tableau Desktop is a data visualization tool. Use the intuitive, drag-and-drop interface to discover hidden insights and make
impactful business decisions. See Tableau Desktop and Web Authoring Release Notes for the latest updates.
• Tableau Prep is a data preparation tool. Use it to clean, shape, and combine data for analysis in Tableau. See Tableau Prep Release
Notes for the latest updates.
• Tableau Server is a secure, on-premises solution for deploying Tableau in your own environment. Use it to prepare your data,
author, analyze, collaborate, publish, and share. See Tableau Server Release Notes for the latest updates.
To learn more about Tableau products, go to Tableau Help.

Connect, harmonize, visualize, and act on your marketing data to optimize performance within campaigns, discover insights in real time,
and then act on them.
• Marketing Cloud Release Notes
• Marketing Cloud Intelligence Help Map
Commerce

Guests can now log in without emptying their carts. Einstein generative AI revolutionizes your store with Goals and Recommendations,
the Commerce Concierge chatbot, Smart Promotions, and meta tags to boost your page’s SEO. Split orders to ship to multiple
locations, or fulfill them to ship from multiple locations. Promote large purchases and use store setup tasks to sell fast. Offer
subscriptions, and improve store performance with goals and recommendations.
View if shipping has been disabled for a product in the Omnichannel Inventory console.
Use the new exchange API to create a single flow for product returns and exchanges. Exchanges cuts out the middle step by letting
customer service representatives apply an exchange balance directly to a new product. Use Order on Behalf Of to reach more
customers with new guest checkout. Use the simplified Order Creation API independently of the High Scale Order API by enabling
High Scale for B2CE Integration.
Salesforce Payments
Improve your Pay Now page by using the new Checkout with Order payment link. Let Pay Now customers register and log in using
one-click checkout. Accept popular digital wallets by enabling express payment methods, and give customers more ways to manage
their saved payment methods.
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Salesforce Spring ’24 Release Notes Salesforce B2B and D2C Commerce

Guests can now log in without emptying their carts. Einstein generative AI revolutionizes your store with Goals and Recommendations,
the Commerce Concierge chatbot, Smart Promotions, and meta tags to boost your page’s SEO. Split orders to ship to multiple locations,
or fulfill them to ship from multiple locations. Promote large purchases and use store setup tasks to sell fast. Offer subscriptions, and
improve store performance with goals and recommendations.
Commerce Einstein
Let Einstein revolutionize your Commerce store with Goals and Recommendations, the Commerce Concierge bot, Smart Promotions,
and meta tags to boost your page’s SEO.
Create a store faster using setup tasks displayed and organized for you on the store home page. Allow guests to access your store
with just a few clicks. Save time by configuring locale settings as you create a store, and change the CMS public channel assigned
to the store at any time. Try out the new Salesforce tax pilot.
Your customers can now log in without losing their cart. Split orders to ship to multiple locations or fulfill an order from multiple
locations. Promote larger purchases and set up coupon redemption limits.
Improve your search results with product image structured data. Search stores with automatic SKU detection (pilot).
You can now customize emails in a reorder invitation cadence. Customers can now see purchased products and you can quickly
send email invitations on the Commerce Reorder Portal.
Commerce Components
You can now create different versions of a component to target specific customer groups. Add express checkout on your cart and
checkout pages. Display the No Results Layout component on the search results page when a query yields no results.
You can now welcome business accounts to D2C Commerce. Offer and manage subscriptions in your stores. Set up self-registration
for B2B stores.
Commerce Einstein
Let Einstein revolutionize your Commerce store with Goals and Recommendations, the Commerce Concierge bot, Smart Promotions,
and meta tags to boost your page’s SEO.
Improve Store Performance with Goals and Recommendations

Use goals and recommendations to achieve key performance goals for your store, such as improving site conversion, increasing site
traffic, and increasing average order value. With a guided framework that offers specific AI-powered recommendations, you can take
smart and efficient actions to set up and grow your store faster. You can also monitor progress over time with insights powered by
Data Cloud.
Optimize Your Customers’ Shopping Experience with the Commerce Concierge Bot
Offer your buyers and shoppers conversational product discovery and reordering capabilities. Create an enhanced bot from the new
Commerce Concierge template to connect your store to a new Einstein bot. Or use the new Commerce Concierge bot blocks to add
functionality to an existing enhanced bot. Your customers can authenticate in the store, access multiple accounts, reorder, and
leverage Einstein generative AI features, such as product discovery and product discovery feedback.
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Harness the power of Einstein and trusted data from Commerce Cloud to draft promotions with just a few clicks. Quickly create basic
and advanced promotions using natural language instructions and generative AI.
Use Einstein generative AI to create Page Title Tag and Page Meta Description fields on products. These fields feed search engines
information about your page and improve SEO performance. You can also create and manage page meta tags manually from the
SEO tab on a Product record.
Decrease Return Rates with Einstein Return Insights
Improve your product listings and decrease return rates by analyzing return reasons. Select up to 20 high return-rate products at a
time. Einstein analyzes and displays the return reasons, sorted and categorized.
Bring Products to Customers with AI-Powered Search (Generally Available)
Now your customers can find products more easily with Einstein semantic search. Einstein semantic search uses natural language
processing to interpret queries and return relevant results that account for synonyms, alternative spellings, typos, and more. For
example, Einstein semantic search matches terms like “couch” and “sofa,” or “jumper” and “sweater,” and returns results that meet
the searcher’s intent.
SEE ALSO:
Einstein Features
Improve Store Performance with Goals and Recommendations

Use goals and recommendations to achieve key performance goals for your store, such as improving site conversion, increasing site
traffic, and increasing average order value. With a guided framework that offers specific AI-powered recommendations, you can take
smart and efficient actions to set up and grow your store faster. You can also monitor progress over time with insights powered by Data
Cloud.
Where: This change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited, and Developer editions.
How: To view the goals and recommendations for your store, from the Commerce App Navigation menu, select Goals and
Recommendations.
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SEE ALSO:
Salesforce Help: Goals and Recommendations (can be outdated or unavailable during release preview)
Optimize Your Customers’ Shopping Experience with the Commerce Concierge Bot
Offer your buyers and shoppers conversational product discovery and reordering capabilities. Create an enhanced bot from the new
Commerce Concierge template to connect your store to a new Einstein bot. Or use the new Commerce Concierge bot blocks to add
functionality to an existing enhanced bot. Your customers can authenticate in the store, access multiple accounts, reorder, and leverage
Einstein generative AI features, such as product discovery and product discovery feedback.
Where: This change applies to Lightning Experience in Unlimited editions with Commerce Cloud Einstein and the Einstein Bots and
Digital Engagement add-on. Einstein generative AI is available in Lightning Experience.
To purchase the Einstein Bots and Digital Engagement add-on, contact your Salesforce account executive.
How: From the Einstein Bots page in Setup, you can create a bot from the Commerce Concierge template. To add blocks to an existing
bot, from the Dialogs page of the Bot Builder, import a block into your bot.
SEE ALSO:
Salesforce Help: Einstein Generative AI Features (can be outdated or unavailable during release preview)

Harness the power of Einstein and trusted data from Commerce Cloud to draft promotions with just a few clicks. Quickly create basic
and advanced promotions using natural language instructions and generative AI.
Where: This change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited, and Developer editions. Einstein generative
AI is available in Lightning Experience.
Who: The EinsteinGPTCommerceAddOn license is required to use Smart Promotions. The EinsteinGPTPlatformAddOn license is required
to use Einstein features.
How: In the Promotion workspace, click Draft with Einstein. In the Einstein GPT panel, select a store, and select an example instruction
or use natural language to describe the promotion that you want to create. Click Draft Promotion, and review the results before
activating the promotion.
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SEE ALSO:
Salesforce Help: Create Promotions with Einstein (can be outdated or unavailable during release preview)
Salesforce Help: Configure a Promotion (can be outdated or unavailable during release preview)

Use Einstein generative AI to create Page Title Tag and Page Meta Description fields on products. These fields feed search engines
information about your page and improve SEO performance. You can also create and manage page meta tags manually from the SEO
tab on a Product record.
Where: This change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited, and Developer editions. Einstein generative
AI is available in Lightning Experience.
How: In the product workspace, select one or more products and click Create and Review Field Text.
SEE ALSO:
Salesforce Help: Configure Page Meta Tags (can be outdated or unavailable during release preview)
Decrease Return Rates with Einstein Return Insights

Improve your product listings and decrease return rates by analyzing return reasons. Select up to 20 high return-rate products at a time.
Einstein analyzes and displays the return reasons, sorted and categorized.
Where: This change applies to Order Management Unlimited editions with Commerce Cloud Einstein and the Return Insights add-on.
Einstein generative AI is available in Lightning Experience. To purchase the Return Insights add-on, contact your Salesforce account
executive.
SEE ALSO:
Salesforce Help: Return Insights (can be outdated or unavailable during release preview)
Bring Products to Customers with AI-Powered Search (Generally Available)

Now your customers can find products more easily with Einstein semantic search. Einstein semantic search uses natural language
processing to interpret queries and return relevant results that account for synonyms, alternative spellings, typos, and more. For example,
Einstein semantic search matches terms like “couch” and “sofa,” or “jumper” and “sweater,” and returns results that meet the searcher’s
intent.
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How: To activate Einstein semantic search, first enable Commerce Einstein and storefront activity tracking.
SEE ALSO:
Salesforce Help: AI-Powered Search (can be outdated or unavailable during release preview)

Create a store faster using setup tasks displayed and organized for you on the store home page. Allow guests to access your store with
just a few clicks. Save time by configuring locale settings as you create a store, and change the CMS public channel assigned to the store
at any time. Try out the new Salesforce tax pilot.

Setup tasks listed on the screen walk you through setting up your selling channel. As you complete the tasks, you can check them
off to track your progress. The Add products link goes to a new consolidated page where you can select the method you want to
use to add products.
Guest access lets unauthenticated shoppers or buyers browse your store and make purchases. Your products are also discoverable
online to anyone. Salesforce has streamlined the steps to enable guest access so that you can complete the process in one click. We
automatically create a guest user profile, configure settings in Experience Builder, and add default checkout settings. For B2C stores,
enabling guest access is required for shoppers to access the store. For B2B stores, guest access is optional and allows unauthenticated
buyers to access the store. Person Accounts must be enabled before you can enable guest access.
Specify Locale Settings During Store Creation
When creating your store, you can now select the default language, currency, and ship-to country during the store creation process.
Previously, you provided those settings after the store was created.
When you create a store on an enhanced LWR site, Salesforce creates an enhanced CMS workspace and an enhanced public channel
to that workspace. You can now change the public channel assigned to the store.
Collect Tax Globally with Salesforce Tax (Pilot)
Your storefront is going places—and your tax configuration is ready to follow. Calculate, collect, and report tax on global payments
without maintaining static tax tables. Launch your storefront with robust taxation implementation and less configuration so that
orders roll in faster.

Setup tasks listed on the screen walk you through setting up your selling channel. As you complete the tasks, you can check them off
to track your progress. The Add products link goes to a new consolidated page where you can select the method you want to use to
add products.
How: On the right side of your store’s home page, click Set up store.
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SEE ALSO:
Salesforce Help: Create a Store or Reorder Portal (can be outdated or unavailable during release preview)

Guest access lets unauthenticated shoppers or buyers browse your store and make purchases. Your products are also discoverable online
to anyone. Salesforce has streamlined the steps to enable guest access so that you can complete the process in one click. We automatically
create a guest user profile, configure settings in Experience Builder, and add default checkout settings. For B2C stores, enabling guest
access is required for shoppers to access the store. For B2B stores, guest access is optional and allows unauthenticated buyers to access
the store. Person Accounts must be enabled before you can enable guest access.
How: On your store’s home page, select Administration > Buyer Access. Under Guest Access, click Enable.
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SEE ALSO:
Salesforce Help: Enable Guest Access to a Store (can be outdated or unavailable during release preview)
Salesforce Help: Enable Person Accounts for Commerce (can be outdated or unavailable during release preview)
Specify Locale Settings During Store Creation

When creating your store, you can now select the default language, currency, and ship-to country during the store creation process.
Previously, you provided those settings after the store was created.
How: From the Commerce app navigation menu, select Stores, and then click Create a Store.
SEE ALSO:
Salesforce Help: Create a Store or Reorder Portal (can be outdated or unavailable during release preview)
Salesforce Help: Sell Globally (can be outdated or unavailable during release preview)
Salesforce Help: Segment a Store into Markets Based on Locale (can be outdated or unavailable during release preview)

When you create a store on an enhanced LWR site, Salesforce creates an enhanced CMS workspace and an enhanced public channel
to that workspace. You can now change the public channel assigned to the store.
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How: The option to select a CMS public channel appears on the screen only for stores built on enhanced LWR sites. From your store’s
administration page, select Administration > General. Select an enhanced CMS public channel for the store.
SEE ALSO:
Salesforce Help: Assign a CMS Channel to a Commerce Store (can be outdated or unavailable during release preview)
Collect Tax Globally with Salesforce Tax (Pilot)

Your storefront is going places—and your tax configuration is ready to follow. Calculate, collect, and report tax on global payments
without maintaining static tax tables. Launch your storefront with robust taxation implementation and less configuration so that orders
roll in faster.
Note: This feature is not generally available and is being piloted with certain Customers subject to additional terms and conditions.
It is not part of your purchased Services. This feature is subject to change, may be discontinued with no notice at any time in SFDC’s
sole discretion, and SFDC may never make this feature generally available. Make your purchase decisions only on the basis of
generally available products and features. This feature is made available on an AS IS basis and use of this feature is at your sole risk.
Who: To participate in the pilot program, contact your account executive.
How: If Salesforce enables the pilot permission and you’ve configured a merchant account for a web store, the tax service uses Salesforce
Tax for calculating taxes.
SEE ALSO:
Salesforce Help: Configure the Salesforce Tax Solution (can be outdated or unavailable during release preview)

Your customers can now log in without losing their cart. Split orders to ship to multiple locations or fulfill an order from multiple locations.
Promote larger purchases and set up coupon redemption limits.
Let Guests Log In Without Emptying Their Carts

Now when someone shops as a guest before logging in to your store, they don’t have to start over with an empty cart after
authenticating. Enable Preserve Guest Carts so customers can pick up exactly where they left off. In new stores, Preserve Guest Carts
is enabled by default.
Let your customers ship items in one order to multiple locations by enabling Split Shipping. At checkout, customers can split a single
cart into multiple shipments using delivery groups. Customers can specify a shipping method and destination for up to 10 delivery
groups per order. To increase the delivery group limit for your Salesforce org, contact your Salesforce Administrator. Split Shipping
doesn’t support subscriptions.
Ship one order from multiple fulfillment locations using Split Order Fulfillment. When combined with the new Split Shipping feature,
you can set up your store to create fulfillment orders for each delivery group. To get started, install and activate the Split Order
Fulfillment flows.
Tantalize your customers with promotions aimed at encouraging larger purchases. You can now add promotions to carts with 10,000
or more quantities of items.
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Control how many times customers can redeem your coupons. Set the maximum number for each customer and the maximum
uses across all customers. When the coupon meets your specified limit, it’s no longer valid.
Customize Promotions with Conditional Rules
Use promotional rules to create complex discounts on your products. Specify conditions to increase sales without undercutting your
profit margin. Include or exclude specific products, categories, and product prices.
Let Guests Log In Without Emptying Their Carts

Now when someone shops as a guest before logging in to your store, they don’t have to start over with an empty cart after authenticating.
Enable Preserve Guest Carts so customers can pick up exactly where they left off. In new stores, Preserve Guest Carts is enabled by default.
How: On your store Administration page, go to the Buyer Access tab. In the Guest Access section, enable Preserve guest carts.
SEE ALSO:
Salesforce Help: Enable Guest Access to a Store (can be outdated or unavailable during release preview)

Let your customers ship items in one order to multiple locations by enabling Split Shipping. At checkout, customers can split a single
cart into multiple shipments using delivery groups. Customers can specify a shipping method and destination for up to 10 delivery
groups per order. To increase the delivery group limit for your Salesforce org, contact your Salesforce Administrator. Split Shipping doesn’t
support subscriptions.
Where: This change applies to B2B and D2C Commerce in Enterprise, Unlimited, and Developer editions.
How: From your store settings, enable Split Shipping in the Developer Console. To display the Ship to Multiple Locations button, use
either the One-Page layout or Accordion layout component on your Checkout page. On the Split Shipment page, add the Split Shipping
Header and Split Shipping Cart Item components.
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SEE ALSO:
Salesforce Help: Enable Split Shipping for a Commerce Store (can be outdated or unavailable during release preview)
Salesforce Help: Customize Shipping in Checkout (can be outdated or unavailable during release preview)

Ship one order from multiple fulfillment locations using Split Order Fulfillment. When combined with the new Split Shipping feature,
you can set up your store to create fulfillment orders for each delivery group. To get started, install and activate the Split Order Fulfillment
flows.
SEE ALSO:
Salesforce Help: Configure Split Order Fulfillment (can be outdated or unavailable during release preview)

Tantalize your customers with promotions aimed at encouraging larger purchases. You can now add promotions to carts with 10,000
or more quantities of items.
How: To add support for large cart promotions, contact your Salesforce Administrator. Enabling this feature impacts how some promotions
operate.
SEE ALSO:
Salesforce Help: Considerations for Large Carts (can be outdated or unavailable during release preview)
Salesforce Help: Configure a Promotion (can be outdated or unavailable during release preview)

Control how many times customers can redeem your coupons. Set the maximum number for each customer and the maximum uses
across all customers. When the coupon meets your specified limit, it’s no longer valid.
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How: In the Promotion Workspace, create a coupon on the Coupons tab. For Redemption Limit All Buyers and Redemption Limit per
Buyer, enter the maximum number of uses for this coupon.
SEE ALSO:
Salesforce Help: Create a Coupon (can be outdated or unavailable during release preview)
Customize Promotions with Conditional Rules

Use promotional rules to create complex discounts on your products. Specify conditions to increase sales without undercutting your
profit margin. Include or exclude specific products, categories, and product prices.
How: Open or create a promotion in your store. In Promotion Rules, click Edit. Edit the condition details and click Save.
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SEE ALSO:
Salesforce Help: Create a Promotion (can be outdated or unavailable during release preview)

Improve your search results with product image structured data. Search stores with automatic SKU detection (pilot).
Search Stores with Automatic SKU Detection (Pilot)

Now your customers can find the products they want faster with automatically detected searches by stock-keeping unit (SKU). When
a customer enters a search, Commerce Search uses Einstein to classify whether the phrase represents a SKU and, if so, queries the
Product SKU and Product Code fields. The customer can enter a single SKU or multiple SKUs separated by whitespace. Previously,
Commerce Search queried the Product SKU field when a customer started their search with sku: or SKU:. This behavior is still supported.
Improve Search Results with Product Image Structured Data
Use expressions for product images to dynamically update a page’s meta tags and improve SEO. With structured data, search engines
can construct richer, more engaging results.
Search Stores with Automatic SKU Detection (Pilot)

Now your customers can find the products they want faster with automatically detected searches by stock-keeping unit (SKU). When a
customer enters a search, Commerce Search uses Einstein to classify whether the phrase represents a SKU and, if so, queries the Product
SKU and Product Code fields. The customer can enter a single SKU or multiple SKUs separated by whitespace. Previously, Commerce
Search queried the Product SKU field when a customer started their search with sku: or SKU:. This behavior is still supported.
It is not part of your purchased Services. This feature is subject to change, may be discontinued with no notice at any time in SFDC’s
sole discretion, and SFDC may never make this feature generally available. Make your purchase decisions only on the basis of
generally available products and features. This feature is made available on an AS IS basis and use of this feature is at your sole risk.
Who: To participate in the pilot program, contact your account executive.
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How: From the Search tile, click SKU Detection Settings, and then turn on SKU Detection (Beta). To apply changes to your store,
rebuild the search index.
SEE ALSO:
Salesforce Help: Considerations for Product Searchability (can be outdated or unavailable during release preview)
Improve Search Results with Product Image Structured Data

Use expressions for product images to dynamically update a page’s meta tags and improve SEO. With structured data, search engines
can construct richer, more engaging results.
How: From Experience Builder, edit the head tags on a Product Detail page. Add an expression that maps to product data, for example,
"image": "{!Record.ProductMedia.DefaultImage}".
SEE ALSO:
Salesforce Help: Structured Data for Meta Tags (can be outdated or unavailable during release preview)

You can now customize emails in a reorder invitation cadence. Customers can now see purchased products and you can quickly send
email invitations on the Commerce Reorder Portal.
Customize Emails in a Reorder Portal Invitation Cadence

Easily customize reorder portal invitation emails in the Invite Contact to Reorder Portal cadence. And get started by using Einstein
to generate a draft. Update the Invite Contact to Reorder Portal cadence to use the new email composition screen.
Display Purchased Products on the Reorder Portal Home Page
Make it easy for customers to view previously purchased products and add them to their cart by showing them on the home page.
Update your Commerce Reorder Portal template to use the new Purchased Products component.
Invite Contacts to a Reorder Portal with a Quick Cadence
You can now use a quick cadence to send email invitations for a Commerce reorder portal. Previously, you could only use a standard
cadence, which requires multiple steps and a manager to create it. A quick cadence has only one step and can be created by any
Sales Engagement user.
Customize Emails in a Reorder Portal Invitation Cadence

Easily customize reorder portal invitation emails in the Invite Contact to Reorder Portal cadence. And get started by using Einstein to
generate a draft. Update the Invite Contact to Reorder Portal cadence to use the new email composition screen.
Where: This change applies to Reorder Portal in Enterprise, Unlimited, and Developer editions.
How: From the Sales Engagement app, open a contact record. Add the contact to the Invite Contact to Reorder Portal cadence, and run
the cadence.
SEE ALSO:
Salesforce Help: Use Cadences for a Commerce Reorder Portal (can be outdated or unavailable during release preview)
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Display Purchased Products on the Reorder Portal Home Page

Make it easy for customers to view previously purchased products and add them to their cart by showing them on the home page.
Update your Commerce Reorder Portal template to use the new Purchased Products component.
SEE ALSO:
Salesforce Help: Sell with a Commerce Reorder Portal (can be outdated or unavailable during release preview)
Invite Contacts to a Reorder Portal with a Quick Cadence

You can now use a quick cadence to send email invitations for a Commerce reorder portal. Previously, you could only use a standard
cadence, which requires multiple steps and a manager to create it. A quick cadence has only one step and can be created by any Sales
Engagement user.
How: From Sales Engagement, go to the detail page of the contact that you want to invite. From the Actions menu, select Add to
Cadence, and then select Quick Cadence: Invite Contact to Reorder Portal.
SEE ALSO:
Salesforce Help: Use Cadences for a Commerce Reorder Portal (can be outdated or unavailable during release preview)
Commerce Components
You can now create different versions of a component to target specific customer groups. Add express checkout on your cart and
checkout pages. Display the No Results Layout component on the search results page when a query yields no results.
Create Multiple Variations of a Component to Target Customers

Create different versions of a component to target specific customer groups. Change the style and visibility settings to make each
version unique. Create a single variation for a targeted shopper segment or buyer group, or have several variations that apply broadly
to subsets of your shoppers.
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Add Express Checkout to Your Cart and Checkout Pages

Streamline checkout and increase customer conversion rates by accepting digital wallet payments with Express Checkout. Now your
customers can complete orders using their digital wallet without entering shipping or payment details. Express Checkout supports
multiple digital wallet payment options, including: Apple Pay, Google Pay, PayPal, and Venmo. Express Checkout isn’t supported on
the Product Detail Page.
Let Customers Know When There Are No Search Results
If your B2B or B2C store uses the LWR template, add the No Results Layout component to display a message on the search results
page when a query yields no results. Modify the default message as needed. You can also show a message while results are loading
with the Loading State component.
Create Multiple Variations of a Component to Target Customers

Create different versions of a component to target specific customer groups. Change the style and visibility settings to make each version
unique. Create a single variation for a targeted shopper segment or buyer group, or have several variations that apply broadly to subsets
of your shoppers.
How: From Experience Builder, select a component on the canvas, and click the Component Variations icon. Add a name and click Save.
Select your variation and update the options on the Settings and Style tabs to differentiate your variation from the default component.
SEE ALSO:
Salesforce Help: Component Variations in Enhanced LWR Sites (can be outdated or unavailable during release preview)
Add Express Checkout to Your Cart and Checkout Pages

Streamline checkout and increase customer conversion rates by accepting digital wallet payments with Express Checkout. Now your
customers can complete orders using their digital wallet without entering shipping or payment details. Express Checkout supports
multiple digital wallet payment options, including: Apple Pay, Google Pay, PayPal, and Venmo. Express Checkout isn’t supported on the
Product Detail Page.
Where: This change applies to B2B and D2C Commerce LWR sites in Enterprise, Unlimited, and Developer editions. Express Checkout
requires Salesforce Payments.
How: To enable Express Checkout payment options, create a digital wallet payment method set during the merchant guided setup, or
from the Related tab of the merchant account detail page. In Experience Builder, add the Express Checkout component (1) to your
store’s Cart and Checkout pages, and enter the payment method set key (2) in the component settings.
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SEE ALSO:
Salesforce Help: LWR Store Components (can be outdated or unavailable during release preview)
Salesforce Help: Add Salesforce Payments Features to Store Checkout (can be outdated or unavailable during release preview)
Salesforce Help: Customize Payments in Checkout (can be outdated or unavailable during release preview)
Salesforce Help: Customize the Shopping Cart (can be outdated or unavailable during release preview)
Let Customers Know When There Are No Search Results

If your B2B or B2C store uses the LWR template, add the No Results Layout component to display a message on the search results page
when a query yields no results. Modify the default message as needed. You can also show a message while results are loading with the
Loading State component.
How: From Experience Builder, open the Search Results page. Delete the Results Layout component and replace it with the No Results
Layout component. To display a message while search results are loading, drag an HTML Editor component into the Loading State
component.
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SEE ALSO:
Salesforce Help: Create a No Search Results Message (can be outdated or unavailable during release preview)

You can now welcome business accounts to D2C Commerce. Offer and manage subscriptions in your stores. Set up self-registration for
B2B stores.
Welcome Business Accounts to D2C Commerce

Set out the welcome mat for business accounts in D2C. You can now configure and register business accounts in D2C Commerce.
Offer and Manage Subscriptions in Your B2B and B2C Store
Sell virtual and digital subscriptions in your store by integrating a Subscription Management system such as Salesforce Subscription
Management with Salesforce B2B and D2C Commerce. This integration lets you manage your subscription orders and collect
payments, while letting your customers view their active subscriptions and payment methods. Display subscription information for
any product in the Product Detail page in the Experience Builder, including product sets through the new Product Set component.
Encourage buyers to create an account, and enhance the buyer experience with the new, unified self-registration method. Define
a profile, an account record type, permission set groups, and up to 20 buyer groups for registering buyers. All stores created after
the Spring ’24 release include the updated version.
Easily Select an Inventory Service for Your Commerce Store
You can now select the inventory service provider, such as Omnichannel Inventory or a custom provider, for your store. Inventory
in your storefront is active only when an inventory service is turned on.
Reduce Shipping Costs and Integration Times with Native Shipping
Ship efficiently, improve performance, and eliminate third-party integrations using Salesforce’s native shipping service. Offer your
customers default free shipping, flat and price-based flexible rates, and customizable shipping zones—all configurable from your
store settings. Native shipping provides a general shipping profile based on your store’s default ship-to-country and currency settings.
Customize your default shipping profile for your customers with unique shipping zones for countries that share shipping rates.
Update Product Categories in Bulk with a Category Import
Add or update category paths, descriptions, and their corresponding SEO-friendly URL slugs in bulk by importing a CSV file.
Analyze Commerce Metrics with the Business Overview Dashboard
Get key business performance metrics and data visualizations on the new Business Overview Dashboard from Commerce Analytics.
Monitor average order value, order conversion rate, and more.
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Improve Page Performance with Displayable Product Fields

To improve page performance on search, product, cart, and checkout pages, set up displayable product fields. When all fields used
in your store's UI are configured as displayable product fields, your store can retrieve this information faster.
Welcome Business Accounts to D2C Commerce

Set out the welcome mat for business accounts in D2C. You can now configure and register business accounts in D2C Commerce.
Where: This change applies to D2C Commerce in Enterprise, Unlimited, and Developer editions.
How: In your D2C Commerce store, select Administration > Buyer Access. Enable Self-Registration, and select Business Account
in the Account Record Type field. In Experience Builder, add the new Self-Registration component to your store’s Register page. Then,
publish the store.
SEE ALSO:
Salesforce Help: Commerce Access (can be outdated or unavailable during release preview)
Offer and Manage Subscriptions in Your B2B and B2C Store

Sell virtual and digital subscriptions in your store by integrating a Subscription Management system such as Salesforce Subscription
Management with Salesforce B2B and D2C Commerce. This integration lets you manage your subscription orders and collect payments,
while letting your customers view their active subscriptions and payment methods. Display subscription information for any product in
the Product Detail page in the Experience Builder, including product sets through the new Product Set component.
How: In Experience Builder, add the new Subscriptions page to your store.
SEE ALSO:
Salesforce Help: Subscription Management (can be outdated or unavailable during release preview)
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Encourage buyers to create an account, and enhance the buyer experience with the new, unified self-registration method. Define a
profile, an account record type, permission set groups, and up to 20 buyer groups for registering buyers. All stores created after the
Spring ’24 release include the updated version.
How: In your B2B store, select Administration > Buyer Access. Enable Self-Registration, and edit the applicable fields. In Experience
Builder, add the new Self-Registration component to your store’s Register page. Then, publish the store.
SEE ALSO:
Salesforce Help: Configure Self-Registration for B2C Stores (can be outdated or unavailable during release preview)
Easily Select an Inventory Service for Your Commerce Store

You can now select the inventory service provider, such as Omnichannel Inventory or a custom provider, for your store. Inventory in your
storefront is active only when an inventory service is turned on.
How: From your store’s home page, click the Administration tile. In the navigation menu, select Inventory.
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SEE ALSO:
Salesforce Help: Set Up Inventory for Commerce Stores (can be outdated or unavailable during release preview)
Salesforce Help: What is Omnichannel Inventory? (can be outdated or unavailable during release preview)
Reduce Shipping Costs and Integration Times with Native Shipping

Ship efficiently, improve performance, and eliminate third-party integrations using Salesforce’s native shipping service. Offer your
customers default free shipping, flat and price-based flexible rates, and customizable shipping zones—all configurable from your store
settings. Native shipping provides a general shipping profile based on your store’s default ship-to-country and currency settings. Customize
your default shipping profile for your customers with unique shipping zones for countries that share shipping rates.
Where: This change applies to B2B and D2C Commerce in Enterprise, Unlimited, and Developer editions.
How: Set up the shipping configuration via Apex in your store’s Developer Console. Create zones and rates and manage profile settings
on the Shipping Calculation tab of your store’s Administration page.
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SEE ALSO:
Salesforce Help: Set Up Native Shipping for a Commerce Store (can be outdated or unavailable during release preview)
Salesforce Help: Configure Store Language, Currency, and Tax (can be outdated or unavailable during release preview)
Update Product Categories in Bulk with a Category Import

Add or update category paths, descriptions, and their corresponding SEO-friendly URL slugs in bulk by importing a CSV file.
How: From the Commerce App Navigation menu, select Catalogs and click the catalog that you want to update. From the Categories
tab on the Catalog page, click Import. Click Upload Files and open your CSV file. Click Import and wait for the upload to complete.
SEE ALSO:
Salesforce Help: SEO-Friendly URLs for Store Categories (can be outdated or unavailable during release preview)
Analyze Commerce Metrics with the Business Overview Dashboard

Get key business performance metrics and data visualizations on the new Business Overview Dashboard from Commerce Analytics.
Monitor average order value, order conversion rate, and more.
Where: This change applies to B2B Commerce and D2C in Enterprise, Unlimited, and Developer editions.
How: From Commerce Setup, go to Commerce Analytics > Dashboards & Reports and click Install.
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Salesforce Spring ’24 Release Notes Omnichannel Inventory
SEE ALSO:
Salesforce Help: Commerce Analytics (can be outdated or unavailable during release preview)
Improve Page Performance with Displayable Product Fields

To improve page performance on search, product, cart, and checkout pages, set up displayable product fields. When all fields used in
your store's UI are configured as displayable product fields, your store can retrieve this information faster.
How: Before enabling displayable product fields, configure displayable fields on your store’s administration page and in the Results
component in Experience Builder. Then, in Commerce Setup, go to Product Setup and turn on Displayable Product Fields.
SEE ALSO:
Salesforce Help: Configure Displayable Product Fields (can be outdated or unavailable during release preview)
View if shipping has been disabled for a product in the Omnichannel Inventory console.
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Salesforce Spring ’24 Release Notes Salesforce Order Management
View If Shipping Is Disabled for a Product

You can now see if shipping has been disabled for an item on the Inventory Lookup tab in the Omnichannel Inventory Console.
Controlling which SKUs are available for shipping from a particular location was introduced in the Winter ’24 release, but the
information wasn’t visible.
View If Shipping Is Disabled for a Product

You can now see if shipping has been disabled for an item on the Inventory Lookup tab in the Omnichannel Inventory Console. Controlling
which SKUs are available for shipping from a particular location was introduced in the Winter ’24 release, but the information wasn’t
visible.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions.
How: Go to the Home page in the Omnichannel Inventory console. On the Inventory Lookup tab, enter a SKU and select a location
group. Select Get Inventory Data and look in the Disable Shipping column.
SEE ALSO:
Salesforce Help: Get Started with the Omnichannel Inventory Console (can be outdated or unavailable during release preview)
Salesforce Help: What is Omnichannel Inventory? (can be outdated or unavailable during release preview)

Use the new exchange API to create a single flow for product returns and exchanges. Exchanges cuts out the middle step by letting
customer service representatives apply an exchange balance directly to a new product. Use Order on Behalf Of to reach more customers
with new guest checkout. Use the simplified Order Creation API independently of the High Scale Order API by enabling High Scale for
B2CE Integration.
Place Orders on Behalf Of Guest Shoppers

Expand your customer base by increasing the number of customers that you can place orders on behalf of. You can now place orders
directly on behalf of guest shoppers with B2B and D2C Commerce.
Simplify Order Creation with the High Scale Order Integration
Easily bring in orders from other sales channels, such as external marketplaces, by enabling High Scale for B2CE Integration. The
integration uses the simplified Order Creation API independently of the High Scale Order API.
Process product returns and exchanges in a single flow by creating and implementing a custom exchange workflow using the new
exchange APIs. The exchange APIs also calculate whether additional funds are needed or if a refund is necessary as a result of the
exchange. Previously, to exchange a product, a customer service representative would process the return and then add a new item
to an order.
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Provide More Product Information with the Order Management Product Selector Component
Give your customers more product details by adding fields, such as quantity or price, to your order product summaries. The Order
Management Product Selector Component is a flow component that you can add to flows in Flow Builder.
Order Management Flow Type Field Has a New Name
To align Order Management flow terminology with Salesforce Flow Builder names, the Order Management Flow Type field is now
called Transaction Type. In Flow Builder, Flow Type defines the type of flow, such as a screen flow or an autolaunched flow. Order
Management previously used Flow Type to define a specific flow, such as Return or Exchange. Transaction Type is now used to
define a specific flow.
Place Orders on Behalf Of Guest Shoppers

Expand your customer base by increasing the number of customers that you can place orders on behalf of. You can now place orders
directly on behalf of guest shoppers with B2B and D2C Commerce.
Where: This change applies to Order Management, B2B Commerce, and D2C Commerce in Unlimited, Developer, and Enterprise editions.
How: To place an order on behalf of a guest customer, create a person account in the account entity. Launch the Order on Behalf Of
flow from the new account, and place the order the same way you would for a registered user.
SEE ALSO:
Salesforce Help: Place an Order on Behalf Of a Customer (can be outdated or unavailable during release preview)
Simplify Order Creation with the High Scale Order Integration

Easily bring in orders from other sales channels, such as external marketplaces, by enabling High Scale for B2CE Integration. The integration
uses the simplified Order Creation API independently of the High Scale Order API.
Where: This change applies to Order Management, B2B Commerce, and D2C Commerce in Unlimited, Developer, and Enterprise editions.
How: From Setup, in the Quick Find box, enter Order Management, and select High Scale Orders. Then select Use High Scale
for B2CE Integration.
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SEE ALSO:
Salesforce Help: High-Scale Orders (can be outdated or unavailable during release preview)

Process product returns and exchanges in a single flow by creating and implementing a custom exchange workflow using the new
exchange APIs. The exchange APIs also calculate whether additional funds are needed or if a refund is necessary as a result of the
exchange. Previously, to exchange a product, a customer service representative would process the return and then add a new item to
an order.
Where: This change applies to Order Management in Unlimited, Developer, and Enterprise editions.
SEE ALSO:
Salesforce Help: Exchange an Order Item (can be outdated or unavailable during release preview)
Provide More Product Information with the Order Management Product Selector
Component
Give your customers more product details by adding fields, such as quantity or price, to your order product summaries. The Order
Management Product Selector Component is a flow component that you can add to flows in Flow Builder.
Where: This change applies to Order Management Unlimited, Developer, and Enterprise editions.
How: Configure columns for each field you want to show.
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SEE ALSO:
Salesforce Help: Order Management Product Selector Component (can be outdated or unavailable during release preview)
Order Management Flow Type Field Has a New Name

To align Order Management flow terminology with Salesforce Flow Builder names, the Order Management Flow Type field is now called
Transaction Type. In Flow Builder, Flow Type defines the type of flow, such as a screen flow or an autolaunched flow. Order Management
previously used Flow Type to define a specific flow, such as Return or Exchange. Transaction Type is now used to define a specific flow.
Where: This change applies to Order Management in Unlimited, Developer, and Enterprise editions.
Salesforce Payments
Improve your Pay Now page by using the new Checkout with Order payment link. Let Pay Now customers register and log in using
one-click checkout. Accept popular digital wallets by enabling express payment methods, and give customers more ways to manage
their saved payment methods.
Expand Pay Now Checkout with Subscriptions and Tax and Shipping Options
A new type of payment link, called Checkout with Order, takes payers to a new Pay Now Checkout page. The page lists physical and
subscription products, calculates the tax, and provides shipping options based on the shipping address and products purchased.
After a payer completes the transaction, an order record is created, which you can view using any integrated order management
product, such as Salesforce Order Management.
Add subscription products to your Pay Now page using the new Checkout with Order payment link. The product line item includes
the type of subscription payment, such as a one-time payment or auto-recurring. For term-defined subscriptions, you can select
when the subscription expires.
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Automate Payment Link Creation Using Flow Builder

Easily create a payment link for Pay Now transactions using the Generate Payment Link flow, which you can clone and customize
for your workflow. You can then copy the link and send it to your customer. The link sends that customer to the Pay Now page to
complete the transaction.
Register and Log In Customers with One-Click Checkout
Simplify Pay Now purchases with one-click checkout, which features passwordless login. Users can log in and sign up for an account
without the trouble of remembering usernames and passwords. During checkout, customers receive a one-time password to verify
their identity. Customers can choose to register and save their shipping and payment information for faster checkout in the future
or check out as a guest.
Make Pay Now Transactions Easier with Express Payments (Generally Available)
Express Payments for Pay Now is generally available. Enable express payments on your Pay Now page as a quick and convenient
checkout option for your customers. Accepted express payment methods include digital wallets, such as Apple Pay, Google Pay,
Paypal, and Venmo.
Extend How Customers Manage Payment Methods from My Account
Previously, registered customers could only select a default payment method and delete a payment method from My Account. Now,
they can also add payment methods.
Accept Pay Now Payments Using a QR Code
Let customers make payments by scanning a QR code with their mobile device. Send the QR Code in a text or email to your customers.
The code takes them to a Pay Now page to complete the transaction.
Expand Pay Now Checkout with Subscriptions and Tax and Shipping Options
A new type of payment link, called Checkout with Order, takes payers to a new Pay Now Checkout page. The page lists physical and
subscription products, calculates the tax, and provides shipping options based on the shipping address and products purchased. After
a payer completes the transaction, an order record is created, which you can view using any integrated order management product,
such as Salesforce Order Management.
Where: This change applies to Pay Now in Enterprise and Unlimited editions.
How: When you set up your Pay Now site in Experience Builder, select the Checkout page. To create the payment link, use the Generate
Payment Link flow in Flow Builder.
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SEE ALSO:
Salesforce Help: Salesforce Pay Now (can be outdated or unavailable during release preview)
Object Reference for the Salesforce Platform: PaymentLink (can be outdated or unavailable during release preview)

Add subscription products to your Pay Now page using the new Checkout with Order payment link. The product line item includes the
type of subscription payment, such as a one-time payment or auto-recurring. For term-defined subscriptions, you can select when the
subscription expires.
How: When you set up your Pay Now site in Experience Builder, select the Checkout page. Use the Generate Payment Link flow in Flow
Builder, and create the payment link with products from the product selection page.
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SEE ALSO:
Salesforce Help: Salesforce Pay Now (can be outdated or unavailable during release preview)
Automate Payment Link Creation Using Flow Builder

Easily create a payment link for Pay Now transactions using the Generate Payment Link flow, which you can clone and customize for
your workflow. You can then copy the link and send it to your customer. The link sends that customer to the Pay Now page to complete
the transaction.
Who: Salesforce Payments Administrators who have access to Setup to access Flow Builder.
How: In Flow Builder, copy and customize the standard flow. To launch the flow from an object record, add an action to the object, and
then add the action to the object’s page layout. The action triggers the flow to create a payment link. Here’s an example of a Generate
Payment Link button in a quote record that starts the flow.
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SEE ALSO:
Salesforce Help: Integrate Pay Now into Your Salesforce Apps (can be outdated or unavailable during release preview)
Salesforce Help: Flow Builder (can be outdated or unavailable during release preview)
Salesforce Help: Provide Actions, Buttons, and Links (can be outdated or unavailable during release preview)

Simplify Pay Now purchases with one-click checkout, which features passwordless login. Users can log in and sign up for an account
without the trouble of remembering usernames and passwords. During checkout, customers receive a one-time password to verify their
identity. Customers can choose to register and save their shipping and payment information for faster checkout in the future or check
out as a guest.
How: Set up a Pay Now site, and enable the Universal Registration permission in the site’s Administration settings. In Experience Builder,
the Pay Now Pay or Checkout page layouts include the required components.
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SEE ALSO:
Salesforce Help: Create a Pay Now Site (can be outdated or unavailable during release preview)
Salesforce Help: Configure Your Self-Registration Page (can be outdated or unavailable during release preview)
Make Pay Now Transactions Easier with Express Payments (Generally Available)
Express Payments for Pay Now is generally available. Enable express payments on your Pay Now page as a quick and convenient checkout
option for your customers. Accepted express payment methods include digital wallets, such as Apple Pay, Google Pay, Paypal, and
Venmo.
How: On the Experience Builder Pay page, in the Pay Now component properties, select Enable express payments. Customers see a
Pay Now page with an Express Payments button.
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SEE ALSO:
Salesforce Help: Enable Express Payments for Pay Now (can be outdated or unavailable during release preview)
Extend How Customers Manage Payment Methods from My Account

Previously, registered customers could only select a default payment method and delete a payment method from My Account. Now,
they can also add payment methods.
Where: This change applies to Salesforce Payments in Enterprise and Unlimited editions.
How: The Saved Payment Methods component on the My Account page includes an Add button.
137
SEE ALSO:
Salesforce Help: Let Customers Manage Their Saved Payment Methods (can be outdated or unavailable during release preview)
Accept Pay Now Payments Using a QR Code

Let customers make payments by scanning a QR code with their mobile device. Send the QR Code in a text or email to your customers.
The code takes them to a Pay Now page to complete the transaction.
How: When you create a payment link, a QR code is generated by default in the payment link record.
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SEE ALSO:
Salesforce Help: Integrate Pay Now into Your Salesforce Apps (can be outdated or unavailable during release preview)
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.

Give your users more of the information they need in one place with cross-object fields and field-level visibility rules on Dynamic
Forms-enabled record pages. Personalize record pages even further for your mobile users with dynamic actions for standard objects
on mobile devices.
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Salesforce Connect
Get to know the updated Salesforce Connect adapter for Amazon Athena, now called Salesforce Connect adapter for SQL. Natively
integrate Snowflake data with Salesforce, and take advantage of Snowflake’s interactive query capabilities.
Sharing
Updates to organization-wide defaults process quicker, and faster account sharing recalculation is enforced through a release update.
Permissions
Permission set groups are available in all editions. You now receive a notification before deleting permission sets if they’re assigned
to users via a permission set group.
Globalization
Enforcement of ICU Locale formats now begins on a rolling basis. English (Italy) and three new Mayan languages are available as
platform-only languages. Stay up to date with ICU locale formats.
General Setup
Create an Apex client that can handle asynchronous callouts. Restrict a user’s access to your org’s list of roles when they edit list view
visibility. Enhance API performance by removing updates to MRU items.

Give your users more of the information they need in one place with cross-object fields and field-level visibility rules on Dynamic
Forms-enabled record pages. Personalize record pages even further for your mobile users with dynamic actions for standard objects on
mobile devices.
IdeaExchange Delivered: Add Fields from Related Objects to Dynamic Forms-Enabled Pages
Drill into lookup relationship fields from the component palette in the Lightning App Builder and access fields from related objects.
To display relevant data from related objects, drag the cross-object fields onto your record page. We delivered this feature thanks
to your ideas on IdeaExchange.
Set Field Visibility by Device in Dynamic Forms
Previously, you could set visibility rules based on device form factor on Field Sections and other components but not on individual
fields. Now, you can customize your desktop and mobile Lightning record pages even more granularly and restrict field visibility by
device form factor, such as desktop or phone.
IdeaExchange Delivered: Use Dynamic Actions with Standard Objects on Mobile
Give users more personalized experiences on record pages by using dynamic actions for standard objects on mobile devices. Assign
actions in the Lightning App Builder instead of the page layout, and apply filters to control when and where actions appear for users.
Set filters based on user fields, form factors, and other criteria. We delivered this feature thanks to your ideas on IdeaExchange.
Dynamic Forms on Mobile Is Enabled by Default in New Orgs
New orgs created in Spring ’24 and later have Dynamic Forms on Mobile enabled by default.
IdeaExchange Delivered: Translate the Related List Label in the Dynamic Related List - Single Component
To show users the Related List label in their language, create a custom label with translations in Setup. In the Lightning App Builder,
go to the Lightning page where you want to include the Dynamic Related List - Single component. Enter
{!$Label.customLabelName} in the Related List Label field, replace “customLabelName” with the name of your custom
label, and save your changes. Users whose language is set to the language of your translated custom label see the translated value.
We delivered this feature thanks to your ideas on IdeaExchange.
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See a Field’s Object Relationship and API Name in Dynamic Forms

In the Lightning App Builder, all fields on Dynamic Forms-enabled pages have two new properties: Object and API Name. The Object
property shows the object that the field is associated with, which is helpful when your page has fields from more than one object.
The API Name property shows the unique API name of the field.
Preview Mobile Actions on Record Pages Before Activating
When you create actions on record pages in Lightning App Builder, use the Phone preview option to see how they appear on mobile
devices. The mobile preview also shows you if any actions aren’t available on mobile devices.
Use the new Omni Supervisor Page Lightning page type to create your own tabs for supervisors in Omni Supervisor.
Add Fields from Related Objects to Dynamic Forms-Enabled Pages

Drill into lookup relationship fields from the component palette in the Lightning App Builder and access fields from related objects. To
display relevant data from related objects, drag the cross-object fields onto your record page. We delivered this feature thanks to your
ideas on IdeaExchange.
Where: This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: We made some small enhancements to the Lightning App Builder UI to help you navigate through relationship fields.
On the Fields tab, a breadcrumb at the top shows the spans that you drilled into. The top-level breadcrumb indicates the object that
the page is associated with.
Cross-object relationship fields have an arrow icon (>). You can drag them onto the page as is, or click the arrow icon to drill in.
The top-level fields on a Contact record page The breadcrumb after drilling into Account Name
When you select a cross-object field on the canvas, a new Object property shows the relationship of the field to the base object associated
with the Lightning page.
141
You can drill down two levels. Polymorphic relationship fields—where the related object can be one of several different types of
objects—aren’t supported as cross-object fields in Lightning App Builder.
SEE ALSO:
Set Field Visibility by Device in Dynamic Forms

Previously, you could set visibility rules based on device form factor on Field Sections and other components but not on individual fields.
Now, you can customize your desktop and mobile Lightning record pages even more granularly and restrict field visibility by device
form factor, such as desktop or phone.
How: On a Dynamic Forms-enabled page in the Lightning App Builder, select a field on the canvas. In the properties pane, create a
visibility rule filter using the Device context to set the field to display exclusively when its page is viewed in a specific experience.
SEE ALSO:
Salesforce Help: Visibility Rules on Lightning Pages (can be outdated or unavailable during release preview)
Use Dynamic Actions with Standard Objects on Mobile

Give users more personalized experiences on record pages by using dynamic actions for standard objects on mobile devices. Assign
actions in the Lightning App Builder instead of the page layout, and apply filters to control when and where actions appear for users.
Set filters based on user fields, form factors, and other criteria. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Lightning Experience desktop and the Salesforce mobile app in Group, Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer editions.
Dynamic Forms on Mobile Is Enabled by Default in New Orgs

New orgs created in Spring ’24 and later have Dynamic Forms on Mobile enabled by default.
142
How: You can find the Dynamic Forms on Mobile setting in Setup. In the Quick Find box, enter Mobile, then select Salesforce Mobile
App.
SEE ALSO:
Salesforce Help: Enable Dynamic Forms on Mobile (can be outdated or unavailable during release preview)
Salesforce Help: Break Up Your Record Details with Dynamic Forms (can be outdated or unavailable during release preview)
Translate the Related List Label in the Dynamic Related List - Single Component
To show users the Related List label in their language, create a custom label with translations in Setup. In the Lightning App Builder, go
to the Lightning page where you want to include the Dynamic Related List - Single component. Enter
{!$Label.customLabelName} in the Related List Label field, replace “customLabelName” with the name of your custom label,
and save your changes. Users whose language is set to the language of your translated custom label see the translated value. We delivered
this feature thanks to your ideas on IdeaExchange.
SEE ALSO:
Salesforce Help: Build Localized Component Labels and Attribute Values on Lightning Pages with Custom Labels

In the Lightning App Builder, all fields on Dynamic Forms-enabled pages have two new properties: Object and API Name. The Object
property shows the object that the field is associated with, which is helpful when your page has fields from more than one object. The
API Name property shows the unique API name of the field.
How: Click a field in a Dynamic Forms-enabled page in the Lightning App Builder to see the new API Name and Object properties in
the property pane.
For cross-object fields, the Object property shows the relationship of the field’s object to the base object associated with the Lightning
page.
For example, on a contact record page, if you add the Individual field and look at its properties, the Object property shows you that it’s
from the Contact object.
If you drill into the Individual field and add the Individual object’s Military Service field to your page, the Object property shows you the
full object relationship mapping of the Military Service field. Military Service is on the Individual object, but you also see its parent object
relationship to Contact.
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SEE ALSO:
IdeaExchange Delivered: Add Fields from Related Objects to Dynamic Forms-Enabled Pages
Preview Mobile Actions on Record Pages Before Activating

When you create actions on record pages in Lightning App Builder, use the Phone preview option to see how they appear on mobile
devices. The mobile preview also shows you if any actions aren’t available on mobile devices.
Where: This change applies to Lightning Experience desktop in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and
Developer editions.

Use the new Omni Supervisor Page Lightning page type to create your own tabs for supervisors in Omni Supervisor.
SEE ALSO:
Salesforce Help: Lightning Page Types (can be outdated or unavailable during release preview)
Salesforce Connect
Get to know the updated Salesforce Connect adapter for Amazon Athena, now called Salesforce Connect adapter for SQL. Natively
integrate Snowflake data with Salesforce, and take advantage of Snowflake’s interactive query capabilities.
Salesforce Connect Adapter for Amazon Athena Is Now Salesforce Connect Adapter for SQL
The Salesforce Connect adapter for Amazon Athena is renamed Salesforce Connect adapter for SQL. In addition to Amazon Athena,
the SQL adapter can support other external sources that expose their capabilities via REST APIs and offer query and DML operations
using SQL. All functionality for existing external data sources mapped to Amazon Athena remains the same.
Connect Securely to Snowflake and Perform Interactive Queries from Salesforce
Use the Salesforce Connect adapter for SQL to access and work with Snowflake data without copying or syncing it to Salesforce.
Perform queries, execute DML operations, and manage metadata to configure external objects easily.
Salesforce Connect Adapter for Amazon Athena Is Now Salesforce Connect Adapter
for SQL
The Salesforce Connect adapter for Amazon Athena is renamed Salesforce Connect adapter for SQL. In addition to Amazon Athena, the
SQL adapter can support other external sources that expose their capabilities via REST APIs and offer query and DML operations using
SQL. All functionality for existing external data sources mapped to Amazon Athena remains the same.
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Salesforce Spring ’24 Release Notes Sharing
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
SEE ALSO:
Salesforce Help: Access External Data with the Salesforce Connect Adapter for SQL (can be outdated or unavailable during release
preview)
Connect Securely to Snowflake and Perform Interactive Queries from Salesforce

Use the Salesforce Connect adapter for SQL to access and work with Snowflake data without copying or syncing it to Salesforce. Perform
queries, execute DML operations, and manage metadata to configure external objects easily.
Why: Often, Salesforce is the system of record for customer information and sales, while order details are stored in Snowflake. With the
Salesforce Connect adapter for SQL, Salesforce service and support agents can easily access invoice, payment, shipment, and return data
in Snowflake.
How: Define an external data source of type SQL and choose Snowflake as the provider. Then, connect Salesforce to access and query
data stored in Snowflake.
SEE ALSO:
Salesforce Help: Salesforce Connect SQL Adapter for Snowflake (can be outdated or unavailable during release preview)
Sharing
Updates to organization-wide defaults process quicker, and faster account sharing recalculation is enforced through a release update.
Update Organization-Wide Defaults Faster

Changes to organization-wide defaults now process quicker when you have a large number of parent accounts, person accounts,
or associated portal accounts. You can monitor the progress of these smaller phases of the larger org-wide defaults recalculation
operation on the Background Jobs page.
Enable Faster Account Sharing Recalculation by Not Storing Opportunity Implicit Child Shares (Release Update)
To improve performance, Salesforce is changing the way that automatic account sharing recalculation works behind the scenes for
the Opportunity object. Implicit child share records are no longer stored between accounts and their child opportunity records.
Instead, the system determines whether users can access child opportunity records when they try to access them. This release update
was first available starting in Winter ’24 and is enforced in Spring ’24.
Update Organization-Wide Defaults Faster

Changes to organization-wide defaults now process quicker when you have a large number of parent accounts, person accounts, or
associated portal accounts. You can monitor the progress of these smaller phases of the larger org-wide defaults recalculation operation
on the Background Jobs page.
Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, Unlimited, Developer,
and Database.com editions.
When: This update is available on a rolling basis beginning in Spring ’24.
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Salesforce Spring ’24 Release Notes Permissions
How: From Setup, in the Quick Find box, enter Background Jobs, and then select Background Jobs.
SEE ALSO:
Salesforce Help: Monitoring Background Jobs (can be outdated or unavailable during release preview)
Salesforce Help: Organization-Wide Sharing Defaults (can be outdated or unavailable during release preview)
Enable Faster Account Sharing Recalculation by Not Storing Opportunity Implicit Child
Shares (Release Update)
To improve performance, Salesforce is changing the way that automatic account sharing recalculation works behind the scenes for the
Opportunity object. Implicit child share records are no longer stored between accounts and their child opportunity records. Instead, the
system determines whether users can access child opportunity records when they try to access them. This release update was first
available starting in Winter ’24 and is enforced in Spring ’24.
Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, Unlimited, and
Developer editions.
When: This update was first available in Winter ’24. For production orgs created before Winter ’24, this behavior is enabled on a rolling
basis beginning in Spring ’24. For production orgs and scratch orgs created in Winter ’24 or later, this behavior is enabled by default. For
sandboxes, this behavior was enabled on a rolling basis in Winter ’24. To get the major release upgrade date for your instance, go to
Trust Status, search for your instance, and click the maintenance tab.
Why: Not storing these implicit child share records speeds up ownership and sharing rule recalculation for accounts. Org-wide defaults,
group membership, role hierarchy, and manual sharing operations can all improve.
How: To review this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. For
Enable Faster Account Sharing Recalculation by Not Storing Opportunity Implicit Child Shares, follow the testing steps, and click Apply
Update when your org is ready. This release update isn’t visible in sandboxes and production orgs where Salesforce already enabled
this behavior. The update also isn’t visible in new production orgs or scratch orgs created in Winter ’24 or later.
SOQL queries or Apex tests that query implicit child opportunity share records no longer return results because Salesforce no longer
stores these records. For more information, see the knowledge article.
SEE ALSO:
Knowledge Article: Faster Account Sharing Recalculation
Release Updates
Permissions
Permission set groups are available in all editions. You now receive a notification before deleting permission sets if they’re assigned to
users via a permission set group.
Use Permission Set Groups in All Editions

To help you better manage your users’ permissions, permission set groups are available in all editions.
Get Notified Before Deleting Permission Sets Assigned to Users
If you try to delete a permission set included in a permission set group that’s assigned to users, you now receive an error. You can
only delete a permission set that isn’t assigned to users either directly or through a permission set group. Previously, this action
wasn’t blocked, which allowed users to be assigned to empty permission set groups without enabled permissions.
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Salesforce Spring ’24 Release Notes Permissions
Reference Picklists, Groups, and Queues in User Access Policies (Beta)

You can now reference user picklist fields, groups, and queues in your policies’ user criteria filters, making it easier to automate your
users’ assignments to package licenses, permission sets, and other access mechanisms. An improved user interface also makes
creating and managing policies faster and easier. This feature continues to be available in beta in Spring ’24.
Use Permission Set Groups in All Editions

To help you better manage your users’ permissions, permission set groups are available in all editions.
Where: This change applies to Lightning Experience and Salesforce Classic in Contact Manager, Group, Essentials, Professional, Enterprise,
Performance, Unlimited, Developer, and Database.com editions.
SEE ALSO:
Salesforce Help: Permission Set Groups (can be outdated or unavailable during release preview)
Get Notified Before Deleting Permission Sets Assigned to Users

If you try to delete a permission set included in a permission set group that’s assigned to users, you now receive an error. You can only
delete a permission set that isn’t assigned to users either directly or through a permission set group. Previously, this action wasn’t blocked,
which allowed users to be assigned to empty permission set groups without enabled permissions.
Performance, Unlimited, Developer, and Database.com editions.
SEE ALSO:
Salesforce Help: Manage Permission Set Assignments (can be outdated or unavailable during release preview)
Reference Picklists, Groups, and Queues in User Access Policies (Beta)

You can now reference user picklist fields, groups, and queues in your policies’ user criteria filters, making it easier to automate your
users’ assignments to package licenses, permission sets, and other access mechanisms. An improved user interface also makes creating
and managing policies faster and easier. This feature continues to be available in beta in Spring ’24.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise and Unlimited editions.
Note: This feature is a Beta Service. Customers may opt to try such Beta Service in its sole discretion. Any use of the Beta Service
How: To enable user access policies, from Setup, in the Quick Find box, enter User Management Settings, and then select
User Management Settings. Enable User Access Policies (Beta). The improved user interface is enabled by default, but you can
disable the Enhanced Interface for User Access Policies (Beta) setting.
To create or manage your user access policies, from Setup, in the Quick Find box, enter User Access Policies, and then select
User Access Policies.
SEE ALSO:
Salesforce Help: User Access Policies (Beta) (can be outdated or unavailable during release preview)
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Salesforce Spring ’24 Release Notes Globalization
Globalization
Enforcement of ICU Locale formats now begins on a rolling basis. English (Italy) and three new Mayan languages are available as
platform-only languages. Stay up to date with ICU locale formats.

To conduct business wherever you are, adopt the International Components for Unicode (ICU) locale formats. Locales control the
formats for dates, times, currencies, addresses, names, and numeric values. ICU sets the international standard for these formats. The
ICU locale formats provide a consistent experience across the platform and improve integration with ICU-compliant applications
across the globe. When you enable this update, the ICU locale formats replace Oracle’s Java Development Kit (JDK) locale formats
in Salesforce. This update was first made available in Winter ’20 and will be enforced on a rolling basis starting in Spring ’24.
Present Your Custom Functionality in English (Italy) and Three Mayan Platform-Only Languages
To help your global users use Salesforce in their language, use the platform-only English (Italy) and three Mayan languages, Chuj,
Kaqchikel, and Kiche, to localize your apps, custom labels, custom objects, and field names. These platform-only languages are
available everywhere you can select a language in the application. However, all standard Salesforce labels default to English. Use
Translation Workbench to customize the translations for these languages.
Changed CustomObjectTranslation and ValueSetTranslations Behavior
To retrieve either your local or packaged translation, you can now specify between the two when accessing CustomerObjectTranslation
and ValueSetTranslations. When you don’t specify a choice, the retrieval behavior is the same as in previous versions.
Evaluate the Impact of the Latest ICU Locale Updates
Stay up to date with the latest locale formats from International Components for Unicode (ICU). The default currency changed for
Spanish (Ecuador), Spanish (Puerto Rico), Spanish (El Salvador), and Spanish (United States). We recommend that you evaluate the
changes that affect you for the locales that you use. Then test your filters, code, and components as needed.
To improve accuracy and your users’ experience, we updated the translations for some standard object, tab, and field names for
these languages: Arabic, Chinese (Simplified), Portuguese (Brazil), Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew,
Hungarian, Italian, Japanese, Korean, Spanish, Spanish (Mexico), Norwegian, Polish, Romanian, Slovenian, Thai, Slovak, Russian,
Chinese (Traditional), Turkish, Vietnamese, and Portuguese (European)

To conduct business wherever you are, adopt the International Components for Unicode (ICU) locale formats. Locales control the formats
for dates, times, currencies, addresses, names, and numeric values. ICU sets the international standard for these formats. The ICU locale
formats provide a consistent experience across the platform and improve integration with ICU-compliant applications across the globe.
When you enable this update, the ICU locale formats replace Oracle’s Java Development Kit (JDK) locale formats in Salesforce. This update
was first made available in Winter ’20 and will be enforced on a rolling basis starting in Spring ’24.
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the Salesforce mobile app in all editions,
except Database.com.
When: Salesforce is retiring JDK locale formats and enforcing ICU locale formats on a rolling basis starting with the Spring ’24 release.
Salesforce orgs created in Winter ’20 or later have ICU locale formats enabled by default. You can defer the enforcement until Spring ’25
through the UI. Salesforce emails admins 30 to 60 days before the ICU enablement for their orgs. After the ICU locale formats are enabled,
Salesforce also notifies admins of that event.
How: To enable this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. To
Enable ICU Locale Formats, follow the testing and activation steps.
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Salesforce Spring ’24 Release Notes Globalization
The English (Canada) locale (en_CA) requires separate activation. From Setup, in the Quick Find box, enter User Interface, and
select User Interface. Then select Enable ICU formats for en_CA, and save your changes.
To defer the enforcement of the ICU locale formats until Spring ‘25, in Setup, in the Quick Find box, enter User Interface, and
select User Interface. Then deselect Enable ICU locale formats as part of the scheduled rollout and save your changes. This
checkbox is visible only if your org uses the JDK locale formats.
SEE ALSO:
Salesforce Help: Go Global with New International Locale Formats (can be outdated or unavailable during release preview)
Knowledge Article: JDK Locale Format Retirement
Trailblazer Community Group: ICU Locale Formats Adoption
Present Your Custom Functionality in English (Italy) and Three Mayan Platform-Only
Languages
To help your global users use Salesforce in their language, use the platform-only English (Italy) and three Mayan languages, Chuj,
Kaqchikel, and Kiche, to localize your apps, custom labels, custom objects, and field names. These platform-only languages are available
everywhere you can select a language in the application. However, all standard Salesforce labels default to English. Use Translation
Workbench to customize the translations for these languages.
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in all editions except
Database.com.
SEE ALSO:
Salesforce Help: Supported Languages (can be outdated or unavailable during release preview)
Salesforce Help: Manage Your Translations (can be outdated or unavailable during release preview)
Changed CustomObjectTranslation and ValueSetTranslations Behavior

To retrieve either your local or packaged translation, you can now specify between the two when accessing CustomerObjectTranslation
and ValueSetTranslations. When you don’t specify a choice, the retrieval behavior is the same as in previous versions.
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in all editions.
Evaluate the Impact of the Latest ICU Locale Updates

Stay up to date with the latest locale formats from International Components for Unicode (ICU). The default currency changed for Spanish
(Ecuador), Spanish (Puerto Rico), Spanish (El Salvador), and Spanish (United States). We recommend that you evaluate the changes that
affect you for the locales that you use. Then test your filters, code, and components as needed.
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in all editions except
Database.com. .

To improve accuracy and your users’ experience, we updated the translations for some standard object, tab, and field names for these
languages: Arabic, Chinese (Simplified), Portuguese (Brazil), Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian,
Italian, Japanese, Korean, Spanish, Spanish (Mexico), Norwegian, Polish, Romanian, Slovenian, Thai, Slovak, Russian, Chinese (Traditional),
Turkish, Vietnamese, and Portuguese (European)
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Salesforce Spring ’24 Release Notes General Setup
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in all editions.
How: To review the changes, see Review Spring ‘24 Updated Label Translations and download the attached list of changes. If you want
to use a different translation for tab and field labels, you can change the name back using our “Rename Tabs and Labels” functionality.
SEE ALSO:
Salesforce Help: Rename Object, Tab, and Field Labels (can be outdated or unavailable during release preview)
General Setup
Create an Apex client that can handle asynchronous callouts. Restrict a user’s access to your org’s list of roles when they edit list view
visibility. Enhance API performance by removing updates to MRU items.
Handle Callbacks Asynchronously in Apex

If your OpenAPI specification includes a valid callback operation, External Services generates a typesafe Apex class with callback
interfaces. Create an Apex client capable of handling an asynchronous callout by using the Apex callback interface. The Apex client
waits for a delayed response from an external system for up to a year or beyond. To monitor status and system messages, use the
Background Operations app or the Apex Debug log. Previously, you could call out to External Services only synchronously, where
the callout waits for an HTTP response for up to two minutes and then times out.
Enforce View Roles and Role Hierarchy Permission When Editing Public List View Visibility (Release Update)
Remove Updates to Most Recently Used Items to Improve API Performance
Automatically remove updates to MRU items based on the user to improve API performance. MRU items also impact how your
search results are ranked. Salesforce recommends enabling this option only for integration users who use only APIs.
See Required Fields at a Glance on Dynamic Forms-Enabled Page Views
When you create, edit, or clone records on Dynamic Forms-enabled pages on a desktop, a message now tells you that fields with
asterisks are required.
Large Images No Longer Run Off the Page in Record Printable View
Large images inserted into a record page using the rich text area field are now confined to the page width when you view a record
in Printable View. Large images no longer extend beyond the edge of the printed view.
Learn about small but important changes that make list views more accessible.
Handle Callbacks Asynchronously in Apex

If your OpenAPI specification includes a valid callback operation, External Services generates a typesafe Apex class with callback interfaces.
Create an Apex client capable of handling an asynchronous callout by using the Apex callback interface. The Apex client waits for a
delayed response from an external system for up to a year or beyond. To monitor status and system messages, use the Background
Operations app or the Apex Debug log. Previously, you could call out to External Services only synchronously, where the callout waits
for an HTTP response for up to two minutes and then times out.
150
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
SEE ALSO:
Salesforce Help: Callouts and Callbacks: Limits and Usage (can be outdated or unavailable during release preview)
Salesforce Help: Asynchronous Callback Operations Using Apex (can be outdated or unavailable during release preview)
Salesforce Help: Install or Create Packages (can be outdated or unavailable during release preview)
Enforce View Roles and Role Hierarchy Permission When Editing Public List View
Visibility (Release Update)
When: Salesforce enforces this update in Winter ’25. To get the major release upgrade date for your instance, go to Trust Status, search
for your instance, and click the maintenance tab.
Why: To edit public list views, a user needs the Manage Public List Views permission. After you enable this update, to make a public list
view visible to specific roles, a user also needs the View Roles and Role Hierarchy permission. A user with only the Manage Public List
Views permission can still edit a list view, but can only make it visible to Public Groups, or set it to fully public or private.
Previously, users with only the Manage Public List Views permission could view your organization’s roles and make a list view visible to
specific roles.
How: This update blocks users with the Manage Public List Views permission from seeing roles and role hierarchies. So that users can
make list views visible to roles, grant them the View Roles and Role Hierarchy permission. Alternatively, have a user with the View Roles
and Role Hierarchy permission grant access to list views.
If your organization doesn’t use roles, this update has no impact.
To view this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. For Enforce
View Roles and Role Hierarchy Permission When Editing Public List View Visibility, follow the testing and activation steps.
SEE ALSO:
Salesforce Help: Create a Custom List View in Salesforce Classic (can be outdated or unavailable during release preview)
Salesforce Help: Create or Clone a List View in Lightning Experience (can be outdated or unavailable during release preview)
Release Updates
Remove Updates to Most Recently Used Items to Improve API Performance

Automatically remove updates to MRU items based on the user to improve API performance. MRU items also impact how your search
results are ranked. Salesforce recommends enabling this option only for integration users who use only APIs.
Where: This change applies to all editions.
How: From Setup, enter Users in the Quick Find box, and then select Users. Select the users who don’t need MRU updates, and select
No MRU Updates.
SEE ALSO:
Salesforce Help: Edit Users (can be outdated or unavailable during release preview)
151
See Required Fields at a Glance on Dynamic Forms-Enabled Page Views

When you create, edit, or clone records on Dynamic Forms-enabled pages on a desktop, a message now tells you that fields with asterisks
are required.
Where: This change applies to Lightning Experience in all editions.
How: Salesforce shows “* = Required Information” on the top right of the page if you’re creating, fully editing, or cloning a record. When
inline editing, the message is at the bottom right of the page.
SEE ALSO:
Salesforce Help: Break Up Your Record Details with Dynamic Forms (can be outdated or unavailable during release preview)
Large Images No Longer Run Off the Page in Record Printable View
Large images inserted into a record page using the rich text area field are now confined to the page width when you view a record in
Printable View. Large images no longer extend beyond the edge of the printed view.
SEE ALSO:
Salesforce Help: Print Records (can be outdated or unavailable during release preview)

Learn about small but important changes that make list views more accessible.
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Salesforce Spring ’24 Release Notes Data Cloud
Where: These changes apply to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: Check out details about these changes.
• The Pin List View button has a more visible keyboard focus indicator when selected.
• A user can use a keyboard to select a List View header link in a small region on a Lightning page.
• In the list view Charts panel, the button to close the panel has a clearer assistive label, which now reads “Close charts” instead of
“Hide charts.” Additionally, a descriptive tooltip appears when a user moves the keyboard focus to the Close Charts button in the
Charts panel, or they move it to the Close Filters button in the Filters panel.
• To provide more information to assistive technology users, the Benefits list view on the Related tab of the Benefit Type record page
has an accessible label that provides the table name.
• In a list view without any items, keyboard focus follows a more logical pattern. Previously, keyboard focus sometimes moved to
hidden elements.
• The records list in split view has a new infobubble that clarifies how to navigate between individual records and select them with
the keyboard.
• Screen readers announce the details of errors that occur when a user saves inline edits. Additionally, the inline error window has
clearer assistive text.
• A record preview icon is now present for items in related lists. With this change, keyboard users can navigate to the preview icon
via the Tab key and launch the record preview.
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.
AI in Data Cloud
Create your own predictive AI models, bring in predictions from models in Databricks, and connect to generative AI large language
models (LLMs) from OpenAI and Azure Open AI with Einstein Studio. Use your AI models in batch transforms and flow actions.
Retrieve Your Customer 360 in Near Real Time with Data Graphs
Delight your customers with rapid personalization for websites, responsive generative AI, and more by pulling pre-computed
customer data from data graphs. A data graph is built from fields selected from a primary data model object (DMO) and its related
objects and calculated insights. The data is serialized into a JSON blob for rapid retrieval and processing. Use data graphs where
rapid response and processing are critical, such as swiftly personalizing web pages or quickly accessing a customer 360 profile in
sales, service, commerce, or marketing. Using data graphs can improve the relevance of responses given by generative AI by grounding
prompts to large language models.
Experience a Streamlined Enablement for Data Cloud
Starting in Spring ’24, Data Cloud enters enablement as soon as it’s licensed on an org. To check your org’s Data Cloud enablement
progress, visit the Data Cloud Setup home page. Orgs that were provisioned before Spring ’24 still need to turn on Data Cloud in
Data Cloud Setup by clicking Get Started.
Build Engaging Messaging Experiences Using WhatsApp Data in Data Cloud
Ingest WhatsApp contact and tracking data from Marketing Cloud and create personalized interactions with customers. Now
WhatsApp joins Email Studio, MobileConnect, and MobilePush as a standard Marketing Cloud data bundle in Data Cloud. Generate
more revenue by using WhatsApp engagement data to trigger a campaign in Marketing Cloud. For example, integrate WhatsApp
data with Experience Cloud site tracking and send a WhatsApp message to a customer who abandons a cart on your website.
153
Salesforce Spring ’24 Release Notes Data Cloud
Include More Complex Data in Batch Data Transforms

Access multivalue data in a formula transformation. A multivalue field contains multiple values, such as a list or an array. Convert a
multivalue field to a string, or merge rows into a single array in a window function.
Create S3 Data Streams More Easily with the New Amazon S3 Connector
You no longer need to enter the S3 bucket credentials inline for every Amazon S3 data stream that you create. Use the new Amazon
S3 Connector to perform one-time authentication, and connect to S3 buckets to ingest data into Data Cloud. Your existing S3 data
streams aren’t affected and continue to ingest data.
Do More with New Data Types in Data Cloud
To enhance flexibility, you can now use the email, URL, phone, percent, and boolean data types in Data Cloud. These data types
expand data compatibility and interoperability with external systems that interface with Data Cloud.
Consume Native Salesforce Data Cloud Objects in Tableau
You can now view data lake objects (DLOs), data model objects (DMOs), and calculated insights in Tableau Cloud and Tableau
Desktop, making Data Cloud objects easier to discover and consume. These Data Cloud objects appear in search results, connection
dialogs, external assets, and other places. Previously, all Salesforce Data Cloud objects appeared as tables rather than distinct objects.
Send Segments Created in Tableau Cloud to Data Cloud
Enhance collaboration between Tableau data analysts and digital marketers who create segments in Data Cloud. Tableau data
analysts can now create segments when leveraging the Tableau rich visual experience, and send them to Data Cloud for marketers
to activate. Connect Tableau Cloud to Data Cloud to explore Data Cloud data using the Salesforce Data Cloud connector. From
Tableau, select a subset of the data, create a segment, and send it to Data Cloud.
Reach the Right Audiences with Generative AI
Use generative AI to build targeted audience segments in Data Cloud with Einstein Segment Creation. Describe the target audience,
and Einstein Segment Creation produces a segment in seconds using trusted customer data available in Data Cloud. You can also
edit and fine-tune the segment as needed.
Fine-Tune Your Segment with New Boolean Expressions
Tailor your segments further with the Has Value, Has No Value, Is True, and Is False boolean expressions. For example, create a targeted
campaign for your high-engagement customers who have made in-app purchases by using the Is True boolean expression.
Get insights on Segment Performance with Segment Intelligence
Analyze your segment data with Segment Intelligence, an in-platform intelligence tool for Data Cloud for Marketing. With a simple
setup process, out-of-the-box data connectors, and pre-built visualizations, Segment Intelligence helps you optimize segments and
activations across common channels, including Marketing Cloud Engagement, Google Ads, Meta Ads, and Commerce Cloud.
Get Faster Segment Counts with Approximate Segment Population (Beta)
When building a segment, get a quick estimate of the population count to validate your segment rules. Use the new Approximate
Segment Population field to confirm that the segment count meets your expectations. You can then adjust your segment rules and
save your segment to get the final segment population.
Use Google DV360 as a native activation destination in Data Cloud. You can activate segments directly to Google DV360 for use in
targeted advertising campaigns and insights reporting.
Use LinkedIn as a native activation destination in Data Cloud. You can activate segments directly to LinkedIn for use in targeted
advertising campaigns and insights reporting.
Use SnapChat as a native activation destination in Data Cloud. You can activate segments directly to SnapChat for use in targeted
154
Salesforce Spring ’24 Release Notes AI in Data Cloud

Our latest round of Salesforce features for Data Cloud.
Quickly Find Data Cloud Connect API Reference Information
More easily locate and browse Salesforce Data Cloud Connect API reference documentation in the new standalone Data Cloud
Connect REST API guide. We moved the Data Cloud Connect API topics out of the main Connect REST API Developer Guide and into
their own guide for ease of use.
SEE ALSO:
Salesforce Help: Data Cloud Release Notes Changes
AI in Data Cloud
Create your own predictive AI models, bring in predictions from models in Databricks, and connect to generative AI large language
models (LLMs) from OpenAI and Azure Open AI with Einstein Studio. Use your AI models in batch transforms and flow actions.

Use clicks, not code, to create AI models from scratch without leaving Salesforce. Let Einstein guide your way to AI-powered predictions
in Data Cloud. For example, predict numeric measures like opportunity amount or case satisfaction score. Or predict binary outcomes
such as whether you’ll win or lose an opportunity or the likelihood a case will be escalated.
Unlock the Power of AI with Einstein Studio
Einstein Studio is your home base for AI in Data Cloud. Manage the AI models that power your predictive and generative AI. Use the
Einstein Studio tab to get started with AI and create or connect models. You can also use the Einstein Studio tab to see all your AI
models in Data Cloud. Sort the models in the table, or use search to find a model to quickly view and access it.
Power Generative AI Using Third-Party LLMs
Connect to generative AI power from external large language models (LLM) inside Salesforce. In Einstein Studio, you can now set
up an external LLM as a foundation model to serve as a source for generative AI. For example, configure Open AI or Azure OpenAI
to summarize text or generate chat responses to accelerate tasks, reduce response time, and enhance your overall operational
efficiency.
Drive Hyper-Personalization Using Databricks Models
Connect your Databricks models with data in Data Cloud to deliver predictive intelligence and actionable insights for
hyper-personalization. With Einstein Studio Bring Your Own Model (BYOM), data scientists and admins can access highly curated,
harmonized, and near real-time Customer 360 data in Databricks. You can use the predictive insights to enrich customer profiles,
create segments, and customize end-user experiences across touchpoints.
Enrich Your Batch Data Transforms Using AI Models
Use AI models created in Einstein Studio to add predictive and prescriptive intelligence to a Data Cloud object using batch data
transforms. Quickly evaluate your predictions across large datasets and assess models before deploying them. You can use the
aggregated outputs from your data transforms to create data visualizations in Tableau, CRM Analytics, and other Salesforce apps.
Use Einstein Studio prediction jobs or Flow Builder actions to consume predictions from your AI models. Activating a model enables
you to consume predictions in Salesforce. The resulting actionable insights can be used to drive business intelligence.
155

Use clicks, not code, to create AI models from scratch without leaving Salesforce. Let Einstein guide your way to AI-powered predictions
in Data Cloud. For example, predict numeric measures like opportunity amount or case satisfaction score. Or predict binary outcomes
such as whether you’ll win or lose an opportunity or the likelihood a case will be escalated.
How: In Einstein Studio, click New and select Create a model from scratch.
SEE ALSO:
Salesforce Help: Create a Model from Scratch (can be outdated or unavailable during release preview)
Unlock the Power of AI with Einstein Studio

Einstein Studio is your home base for AI in Data Cloud. Manage the AI models that power your predictive and generative AI. Use the
Einstein Studio tab to get started with AI and create or connect models. You can also use the Einstein Studio tab to see all your AI models
in Data Cloud. Sort the models in the table, or use search to find a model to quickly view and access it.
How: To add the Einstein Studio tab to your navigation bar, click the pencil icon. Click Add More Items and select Einstein Studio.
156
SEE ALSO:
Salesforce Help: Einstein Studio (can be outdated or unavailable during release preview)
Power Generative AI Using Third-Party LLMs

Connect to generative AI power from external large language models (LLM) inside Salesforce. In Einstein Studio, you can now set up an
external LLM as a foundation model to serve as a source for generative AI. For example, configure Open AI or Azure OpenAI to summarize
text or generate chat responses to accelerate tasks, reduce response time, and enhance your overall operational efficiency.
How: In Einstein Studio, go to the Foundation Models tab and click Add Foundation Model. Enter the endpoint details, and specify a
name.
After the foundation model is established, you can configure it to use.
SEE ALSO:
Salesforce Help: External LLMs (can be outdated or unavailable during release preview)
157
Drive Hyper-Personalization Using Databricks Models

Connect your Databricks models with data in Data Cloud to deliver predictive intelligence and actionable insights for hyper-personalization.
With Einstein Studio Bring Your Own Model (BYOM), data scientists and admins can access highly curated, harmonized, and near real-time
Customer 360 data in Databricks. You can use the predictive insights to enrich customer profiles, create segments, and customize
end-user experiences across touchpoints.
SEE ALSO:
Salesforce Help: Bring Your Own Models
Enrich Your Batch Data Transforms Using AI Models

Use AI models created in Einstein Studio to add predictive and prescriptive intelligence to a Data Cloud object using batch data transforms.
Quickly evaluate your predictions across large datasets and assess models before deploying them. You can use the aggregated outputs
from your data transforms to create data visualizations in Tableau, CRM Analytics, and other Salesforce apps.
How: In Data Cloud Setup, go to Batch Data Transforms. Add your input data from a data lake object or data model object. Then on the
Data Transforms canvas, map your data and add predictions to your Data Cloud object. You can then use the aggregated data in flows.
SEE ALSO:
Salesforce Help: Batch Data Transforms

Use Einstein Studio prediction jobs or Flow Builder actions to consume predictions from your AI models. Activating a model enables you
to consume predictions in Salesforce. The resulting actionable insights can be used to drive business intelligence.
How: You can consume predictions from AI models created in Einstein Studio in two ways.
In Setup, locate your activated model on the Einstein Studio tab. In the model details, scroll to the Prediction Jobs section. As a job runs,
it scores records and saves the predictions in a Data Cloud object. Your predictions refresh when there are updates to your model input
fields.
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Salesforce Spring ’24 Release Notes Retrieve Your Customer 360 in Near Real Time with Data
Graphs
In Setup, search for and go to Flows. To invoke the model endpoint to get predictions, create a flow and select the Autolaunched Flow.
SEE ALSO:
Use Predictions from Your AI Models in Flows
Retrieve Your Customer 360 in Near Real Time with Data Graphs
Delight your customers with rapid personalization for websites, responsive generative AI, and more by pulling pre-computed customer
data from data graphs. A data graph is built from fields selected from a primary data model object (DMO) and its related objects and
calculated insights. The data is serialized into a JSON blob for rapid retrieval and processing. Use data graphs where rapid response and
processing are critical, such as swiftly personalizing web pages or quickly accessing a customer 360 profile in sales, service, commerce,
or marketing. Using data graphs can improve the relevance of responses given by generative AI by grounding prompts to large language
models.
159
Salesforce Spring ’24 Release Notes Experience a Streamlined Enablement for Data Cloud
When: This feature is available for new Data Cloud orgs on December 13, 2023 and for existing orgs on January 4, 2024.
How: Create a data graph by selecting a primary DMO and one or more related DMOs or calculated insights. Data is pulled from the
fields that you select in the DMOs or from the specified dimensions and measures of calculated insights. Data graphs are refreshed once
in each 24-hour period.
Experience a Streamlined Enablement for Data Cloud

Starting in Spring ’24, Data Cloud enters enablement as soon as it’s licensed on an org. To check your org’s Data Cloud enablement
progress, visit the Data Cloud Setup home page. Orgs that were provisioned before Spring ’24 still need to turn on Data Cloud in Data
Cloud Setup by clicking Get Started.
Build Engaging Messaging Experiences Using WhatsApp Data in Data

Cloud
Ingest WhatsApp contact and tracking data from Marketing Cloud and create personalized interactions with customers. Now WhatsApp
joins Email Studio, MobileConnect, and MobilePush as a standard Marketing Cloud data bundle in Data Cloud. Generate more revenue
by using WhatsApp engagement data to trigger a campaign in Marketing Cloud. For example, integrate WhatsApp data with Experience
Cloud site tracking and send a WhatsApp message to a customer who abandons a cart on your website.
How: When you set up the Marketing Cloud connector, select the WhatsApp data bundle and then create the corresponding data
streams. WhatsApp data in Marketing Cloud is then available to your Data Cloud org and applications.
SEE ALSO:
Salesforce Help: Marketing Cloud Starter Data Bundles in Data Cloud (can be outdated or unavailable during release preview)
Include More Complex Data in Batch Data Transforms

Access multivalue data in a formula transformation. A multivalue field contains multiple values, such as a list or an array. Convert a
multivalue field to a string, or merge rows into a single array in a window function.
How: In a transform node, select Formula, and then select Custom Formula. In the formula editor panel, choose a multivalue function.
Create S3 Data Streams More Easily with the New Amazon S3 Connector
You no longer need to enter the S3 bucket credentials inline for every Amazon S3 data stream that you create. Use the new Amazon S3
Connector to perform one-time authentication, and connect to S3 buckets to ingest data into Data Cloud. Your existing S3 data streams
aren’t affected and continue to ingest data.
160
Salesforce Spring ’24 Release Notes Do More with New Data Types in Data Cloud
How: In Data Cloud Setup, under More Connections, create a connection to an Amazon S3 bucket. Then in Data Streams, select Amazon
S3 as your source.
SEE ALSO:
Salesforce Help: Create Amazon S3 Data Stream in Data Cloud (can be outdated or unavailable during release preview)
Do More with New Data Types in Data Cloud

To enhance flexibility, you can now use the email, URL, phone, percent, and boolean data types in Data Cloud. These data types expand
data compatibility and interoperability with external systems that interface with Data Cloud.
When: This is a phased release starting in January 2024.
SEE ALSO:
Salesforce Help: Data Types in Data Cloud (can be outdated or unavailable during release preview)
Consume Native Salesforce Data Cloud Objects in Tableau

You can now view data lake objects (DLOs), data model objects (DMOs), and calculated insights in Tableau Cloud and Tableau Desktop,
making Data Cloud objects easier to discover and consume. These Data Cloud objects appear in search results, connection dialogs,
external assets, and other places. Previously, all Salesforce Data Cloud objects appeared as tables rather than distinct objects.
Where: This change applies to Tableau Cloud February 2024 and Tableau Desktop 2024.1.
Send Segments Created in Tableau Cloud to Data Cloud

Enhance collaboration between Tableau data analysts and digital marketers who create segments in Data Cloud. Tableau data analysts
can now create segments when leveraging the Tableau rich visual experience, and send them to Data Cloud for marketers to activate.
Connect Tableau Cloud to Data Cloud to explore Data Cloud data using the Salesforce Data Cloud connector. From Tableau, select a
subset of the data, create a segment, and send it to Data Cloud.
Where: This change applies to Data Cloud and Tableau Cloud when using the Salesforce Data Cloud connector for Tableau.
Reach the Right Audiences with Generative AI

Use generative AI to build targeted audience segments in Data Cloud with Einstein Segment Creation. Describe the target audience,
and Einstein Segment Creation produces a segment in seconds using trusted customer data available in Data Cloud. You can also edit
and fine-tune the segment as needed.
Where: This change applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Einstein generative AI is
available in Lightning Experience.
When: This functionality is available on a rolling basis starting in Spring '24.
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Salesforce Spring ’24 Release Notes Fine-Tune Your Segment with New Boolean Expressions
How: In Data Cloud, create a new segment and then select Einstein Segment Creation. In the Einstein panel, enter a description of
your segment using simple text, and then review the draft and make changes as needed.
SEE ALSO:
Einstein Features
Fine-Tune Your Segment with New Boolean Expressions

Tailor your segments further with the Has Value, Has No Value, Is True, and Is False boolean expressions. For example, create a targeted
campaign for your high-engagement customers who have made in-app purchases by using the Is True boolean expression.
SEE ALSO:
Salesforce Help: Expressions in Data Cloud (can be outdated or unavailable during release preview)
Get insights on Segment Performance with Segment Intelligence

Analyze your segment data with Segment Intelligence, an in-platform intelligence tool for Data Cloud for Marketing. With a simple setup
process, out-of-the-box data connectors, and pre-built visualizations, Segment Intelligence helps you optimize segments and activations
across common channels, including Marketing Cloud Engagement, Google Ads, Meta Ads, and Commerce Cloud.
Where: This change applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Using Segment Intelligence
requires a Data Cloud Starter license.
When: For details about timing and eligibility, contact your Salesforce account executive
162
Salesforce Spring ’24 Release Notes Get Faster Segment Counts with Approximate Segment
Population (Beta)
How: To set up Segment Intelligence, go to Salesforce Setup. To view Segment Intelligence dashboards, go to Data Cloud and select
the Segment Intelligence tab.
Get Faster Segment Counts with Approximate Segment Population (Beta)

When building a segment, get a quick estimate of the population count to validate your segment rules. Use the new Approximate
Segment Population field to confirm that the segment count meets your expectations. You can then adjust your segment rules and save
your segment to get the final segment population.

Where: Where: This change applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Available with an Ad
Audiences license.

Use LinkedIn as a native activation destination in Data Cloud. You can activate segments directly to LinkedIn for use in targeted advertising
campaigns and insights reporting.
Where: This change applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. Available with an Ad Audiences
license.

Use SnapChat as a native activation destination in Data Cloud. You can activate segments directly to SnapChat for use in targeted
Audiences license.

Our latest round of Salesforce features for Data Cloud.
New and Changed Features
• Data Cloud reports: Analyze Calculated Insights in Data Cloud Reports
• Data Cloud reports: Tailor Reports on Data Model Objects with Custom Report Types
• Data Cloud reports: Discover Trends over Time Using Standard Fiscal Calendar Options
• Data Cloud reports: Easily Categorize Data Cloud Records with Bucket Columns
• Data Cloud reports: Perform Calculations Using Functions and Formulas
• Data Cloud with Salesforce Flow: Send Data to Data Cloud using Flows
• Data Cloud with Salesforce Flow: Debug Data Cloud-Triggered Flows
163
Salesforce Spring ’24 Release Notes Everything New Across Salesforce for Data Cloud

Use a Key Qualifier for Copy Field Enrichments
You can now specify a key qualifier for copy field enrichments. If you ingest data from your org into Data Cloud by using a data
stream other than the CRM connector, you can identify the data stream by using a key qualifier when creating a copy field enrichment.
View Sync History for Copy Field Enrichments
Copy field enrichments now have a new Sync History tab. You can track full sync progress and access log information. You can also
get information about incremental sync errors and the number of records updated.
Create Related List Enrichments More Easily
We’ve improved the work flow for creating a related list enrichment, so it’s easier and gives you more control over who can see the
related list data from Data Cloud.

Audiences license.
Use a Key Qualifier for Copy Field Enrichments

You can now specify a key qualifier for copy field enrichments. If you ingest data from your org into Data Cloud by using a data stream
other than the CRM connector, you can identify the data stream by using a key qualifier when creating a copy field enrichment.
Where: This change applies to Enterprise, Performance, Unlimited, and Developer editions.
View Sync History for Copy Field Enrichments

Copy field enrichments now have a new Sync History tab. You can track full sync progress and access log information. You can also get
information about incremental sync errors and the number of records updated.
Where: This change applies to Enterprise, Performance, Unlimited and Developer editions.
How: From the Contact or Lead object management settings, select Data Cloud Copy Fields, select the name of an enrichment, and
then click Sync History.
Create Related List Enrichments More Easily

We’ve improved the work flow for creating a related list enrichment, so it’s easier and gives you more control over who can see the
related list data from Data Cloud.
Where: This change applies to in Enterprise, Performance, Unlimited, and Developer editions.
How: From the Contact or Lead object management settings, select Data Cloud Related Lists, and then create a new related list.
164
Salesforce Spring ’24 Release Notes Quickly Find Data Cloud Connect API Reference Information
Quickly Find Data Cloud Connect API Reference Information

More easily locate and browse Salesforce Data Cloud Connect API reference documentation in the new standalone Data Cloud Connect
REST API guide. We moved the Data Cloud Connect API topics out of the main Connect REST API Developer Guide and into their own guide
for ease of use.
SEE ALSO:
External: Salesforce Data Cloud Connect REST API Guide
Deployment

The Ant Migration Tool is retired with Spring ’24. The tool continues to function for future API versions but isn’t updated with new
functionality and isn’t supported. To manage metadata changes, switch to Salesforce CLI for a modern, supported developer
experience.

The Ant Migration Tool is retired with Spring ’24. The tool continues to function for future API versions but isn’t updated with new
functionality and isn’t supported. To manage metadata changes, switch to Salesforce CLI for a modern, supported developer experience.
The Ant Migration Tool is a developer tool. For developer tool policies, review Program Terms for the Salesforce Developers Program.
SEE ALSO:
Salesforce CLI Setup Guide
Salesforce CLI Command Reference: project convert mdapi
Development
LWC API version 60.0 provides several bug fixes and enhancements. The LWC Workspace API and lightning-record-picker
component are generally available. Mixed shadow mode is still in beta with a minor change. Migrate your LWC projects from
LWC.studio to StackBlitz. Improve accessibility with more ARIA attributes.
Visualforce
Increase the security of your Visualforce pages by reviewing the release update that’s enforced in this release.
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Salesforce Spring ’24 Release Notes Lightning Components
Apex
Use the null coalescing operator to short-circuit expressions that operate on null values. Use the new UUID class to generate a version
4 universally unique identifier (UUID). Roll back all uncommitted DML by using a savepoint and then use the new
Database.releaseSavepoint method to explicitly release savepoints before making a desired callout. Use the methods
in the new Compression namespace (Developer Preview) to easily generate and extract compressed zip files. Use the classes
in the new FormulaEval namespace (Developer Preview) to evaluate user-defined formulas for Apex objects and sObjects.
API
Secure API access with a new user profile and more control over XML deserialization. And the previously announced retirement of
API versions 21.0 through 30.0 of the Salesforce Platform API is delayed until Summer ’25.
Bulk API 2.0
Query whether PK chunking is supported for an object.
Packaging
Packaging facilitates the development and distribution of business apps. Use second-generation managed packages to create apps
to sell and distribute on AppExchange. Use unlocked packages to develop internal business apps.
Development environments are full-featured Salesforce environments that you use to develop and test existing or new features and
custom applications. They include Developer Edition orgs, sandboxes, and scratch orgs.
Build applications collaboratively and deliver continuously with Salesforce Developer Experience (DX), the open and integrated
experience that makes development on the Customer 360 Platform easy.
Salesforce Functions is retiring on January 31, 2025. Learn about the retirement plan for Salesforce Functions.
The UsersWithMFA attribute will no longer be available for trial orgs in AppExchange App Analytics subscriber snapshots. Analyze
subscriber activity by creating custom interactions in AppExchange App Analytics.
Change Data Capture
Receive change events for more objects.
Platform Events
Find uncaught exceptions of triggers in event log files. Learn about the retirement plan for some Streaming API versions.
Event Bus
Resume your Pub/Sub API subscriptions with managed event subscriptions (beta). Benefit from expanded regional processing for
Pub/Sub API and Event Relay.
New and Changed Items for Developers
Here is where you can find new and changed objects, calls, classes, components, commands, and more that help you customize
Salesforce features.
LWC API version 60.0 provides several bug fixes and enhancements. The LWC Workspace API and lightning-record-picker
component are generally available. Mixed shadow mode is still in beta with a minor change. Migrate your LWC projects from LWC.studio
to StackBlitz. Improve accessibility with more ARIA attributes.
Note: Looking for new and changed Lightning web components, Aura components, and Aura component interfaces? See the
lists of new and changed items at the end of the Development section.
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API versioning on a custom component guarantees that the LWC framework behaves as it did for the Salesforce release that
corresponds to the specified API version for that component. It enables us to ship bug fixes and performance improvements and to
deprecate legacy features more effectively.
Control Workspace Tabs and Subtabs (Generally Available)
The LWC Workspace API provides methods to manage your workspace tabs and subtabs in a Lightning console app. This feature,
which is now generally available, includes minor bug fixes and improvements since the beta release.
Search for Records with the Lightning Record Picker Component (Generally Available)
Use the lightning-record-picker component in a Salesforce application so that desktop and mobile users can quickly
find and select Salesforce records. Configure the component’s behavior and presentation, and enable filtering so that users can
retrieve and display precisely the records that they want. This feature, now generally available, includes some changes since the last
release. You can now retrieve up to 100 records. Previously, it was 50 records. The component also displays clear error messages
when you configure invalid specifications and supports new attributes. This component uses the GraphQL wire adapter, which
enables offline use.
Render Components in Native Shadow with Mixed Shadow Mode (Beta)
Get your components ready for native shadow DOM to achieve better performance and alignment with web standards.
Migrate LWC Projects from LWC.studio to StackBlitz
LWC.studio is discontinuing its services and shutting down the online IDE on January 1, 2024. If you have LWC projects on LWC.studio
that you want to keep, move them to StackBlitz. With StackBlitz, you can start coding without any installation overheads and speed
up your development with rapid prototyping. The online IDE helps you reproduce bugs and share a URL with your team quickly.
StackBlitz is built on VS Code, so the interface is familiar to some users.
ARIA Property Reflection Available For More Attributes
ARIA attributes like aria-braillelabel and aria-brailleroledescription are part of the Accessible Rich Internet
Applications (WAI-ARIA) standard, but property reflection wasn’t previously available for them on LWC.
API Distortion Changes in Lightning Web Security
Lightning Web Security includes new security protections with additional distortions for web APIs. ESLint rules matching the distortions
are also available.
LWS Automatically Uses Closed Shadow Root Mode
If a Lightning web component creates an open shadow root, LWS changes the shadow root mode to closed. Previously, LWS displayed
an error message when it encountered a shadow root set to open mode. The closed mode protects the shadow root internals from
JavaScript manipulation.
Monitor Component Events with Custom Component Instrumentation API (Generally Available)
Add observability to your Lightning web components with Custom Component Instrumentation API. Directly monitor and track
events or interactions with custom Lightning web components in your org’s Event Monitoring. Previously, Event Monitoring tools
tracked only insights about your application as a whole, such as records loaded and page performance. Custom Component
Instrumentation API, now generally available, includes a change since the beta release. Now you can view custom component logs
on the browser console. Custom Component Instrumentation API is designed for Lightning web components and isn’t supported
for Aura components.
Be Aware of Base Component lightning-input Internal DOM Structure Changes
Salesforce is preparing the base Lightning components to adopt native shadow DOM to enhance performance and comply with
Web Components standards. These updates include changes to the internal DOM structure for the lightning-input component.
Ensure that your tests and styling don’t rely on the previous internal structure of this component.
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Be Aware of Base Lightning Component Internal DOM Structure Changes for Future Native Shadow Support
Salesforce is preparing the base Lightning components to adopt native shadow DOM to enhance performance and comply with
Web Components standards. These updates change the internal DOM structure. Ensure that your tests don’t rely on the previous
internal structure of these components.
SEE ALSO:
Lightning Web Components Developer Guide
Lightning Aura Components Developer Guide
API versioning on a custom component guarantees that the LWC framework behaves as it did for the Salesforce release that corresponds
to the specified API version for that component. It enables us to ship bug fixes and performance improvements and to deprecate legacy
features more effectively.
Where: This change applies to custom Lightning web components in Lightning Experience, Experience Builder sites, and all versions
of the Salesforce mobile app.
How: To specify an API version, use the apiVersion key in the .js-meta.xml file for the component.
<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>58.0</apiVersion>
</LightningComponentBundle>
Setting the apiVersion key to 58.0 ensures that the custom component continues to behave as it did in Summer ’23. However, by
setting the API version to 58.0, you don’t get the bug fixes and enhancements available only with LWC API version 59.0 and later.
Starting in Winter ’24, all LWC API versions of 58.0 and earlier are treated as version 58.0 (Summer ’23). These components continue to
work based on LWC framework behavior in Summer ’23.
Note: To receive the latest fixes and enhancements in your component, we recommend that you upgrade your component API
version one version at a time. For example, from 58.0, upgrade from 58.0 to 59.0, fix any errors or warnings you encounter, and
then upgrade to 60.0.
LWC API version 60.0 corresponds to v5.0.0 in LWC open source (OSS). LWC developers who use LWC outside of the Salesforce platform
are impacted by additional breaking changes. LWC API version 60.0 also includes changes from LWC OSS v4.0.0. For more information,
see LWC OSS v5.0.0.
LWC API version 60.0 provides several bug fixes and enhancements.
Empty Comment Nodes Replace Empty Text Nodes

Custom components using LWC API version 60.0 and later render empty comment nodes instead of empty text nodes in features
like slots in light DOM, scoped slots, and the lwc:if directive. We recommend that you review your test snapshots and code that
rely on DOM node APIs like childNodes or nextSibling.
Light DOM Renders Additional Whitespace Characters
Custom components using LWC API version 60.0 and later observe light DOM slots that are rendered with additional empty text
nodes. We recommend that you replace code that uses the affected Web APIs.
Decorators Throw a Syntax Error in Non-LightningElement classes
Custom components using LWC API version 60.0 and later can use decorators only in components that extend the
LightningElement class. Remove decorators from other classes if you use them.
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Object Rest and Spread Transpilation Is Removed

LWC compiles your code using @babel/core and @babel/parser, among many other dependencies. To improve
performance, custom components using LWC API version 60.0 and later now use the native rest and spread syntax instead of the
Babel transpiled version. We recommend that you update your code to use the native syntax.
SEE ALSO:
Lightning Web Components Developer Guide: API Versioning
Empty Comment Nodes Replace Empty Text Nodes

Custom components using LWC API version 60.0 and later render empty comment nodes instead of empty text nodes in features like
slots in light DOM, scoped slots, and the lwc:if directive. We recommend that you review your test snapshots and code that rely on
DOM node APIs like childNodes or nextSibling.
of the Salesforce mobile app. This change also applies to Lightning web components in open source.
Why: LWC implements virtual DOM nodes for features like slots in light DOM, scoped slots, and lwc:if. This implementation allows
for insertion and removal of elements relative to the fragment, which can have sibling nodes that aren’t part of the fragment. In server-side
rendering (SSR), the empty text nodes are rendered using a zero-width space character, which introduced several issues during hydration.
SSR is currently supported for LWC in open source only. For more information, see LWC OSS v5.0.0.
How: In LWC API version 60.0 and later, LWC uses an empty comment node (<!–-->) instead of an empty text node ('') with the
implementation of the virtual DOM nodes.
Consider this example that displays content when the expression variable is true.
<template>
<template lwc:if={expression}>Some content here</template>
</template>
In LWC API version 60.0 and later, the example renders in the DOM an empty comment node before and after the content.
<!–--->
"Some content here"

In LWC API version 59.0 and earlier, the component renders the content like this.
"Some content here"
The additional empty comment nodes resolve the hydration issues and have no impact on performance or file size.
Light DOM Renders Additional Whitespace Characters

Custom components using LWC API version 60.0 and later observe light DOM slots that are rendered with additional empty text nodes.
We recommend that you replace code that uses the affected Web APIs.
How: Replace code that uses these affected Web APIs:
• childNodes
• firstChild
• lastChild
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These Web APIs include all child nodes, including elements, text, and comments. For example:
renderedCallback() {
const myExpectedChildNode = this.childNodes[0];
}
In LWC API version 59.0 and earlier, this.childNodes[0] included the first slotted element in the light DOM component.
In LWC API version 60.0 and later, this.childNodes[0] resolves to an empty text node.
We recommend that you use lwc:ref or this.querySelector instead. Alternatively, you can use these Web APIs to include
element nodes only:
• children
• firstElementChild
• lastElementChild
SEE ALSO:
Lightning Web Components Developer Guide: Access Elements the Component Owns
Lightning Web Components Developer Guide: Light DOM
Decorators Throw a Syntax Error in Non-LightningElement classes

Custom components using LWC API version 60.0 and later can use decorators only in components that extend the LightningElement
class. Remove decorators from other classes if you use them.
How: Remove these decorators from non-LightningElement classes.
• @api
• @track
• @wire
For example, remove the @track decorator from this class.
// Don’t do this
class MyCustomClass {
@track myName = { firstName: "", lastName: "" };
}
In LWC API version 60.0 and later, this class returns a syntax error. You can use decorators only on LightningElement classes or
those that extend LightningElement, such as a class that extends LightningDatatable.
// Do this instead
import { LightningElement } from 'lwc';
export default class DecoratorExample extends LightningElement {

@track fullName = { firstName : '', lastName : ''};
}
170
In all LWC API versions, your component already throws an error if it doesn’t extend LightningElement from "lwc". However,
you can create a class that extends HTMLElement, which is a non-LightningElement class, to create custom elements using
customElements.define().
SEE ALSO:
Lightning Web Components Developer Guide: Public Properties
Lightning Web Components Developer Guide: Reactivity for Fields, Objects, and Arrays
Object Rest and Spread Transpilation Is Removed

LWC compiles your code using @babel/core and @babel/parser, among many other dependencies. To improve performance,
custom components using LWC API version 60.0 and later now use the native rest and spread syntax instead of the Babel transpiled
version. We recommend that you update your code to use the native syntax.
How: In LWC API version 60.0 and later, the object rest and spread syntax (...obj) has changed as part of a performance improvement.
LWC no longer uses the Babel transpiled version and instead uses the native syntax (...).
If you have a counter inside of a getter and are relying on the count to report a particular number, this change can impact your code
because the Babel transform behaves differently than the native behavior.
let count = 0;
const {
foo: {
bar,
...obj
}
} = {
get foo() {
count++;
return { bar: 42 }
}
};
In this example, the count variable returns 2 after the Babel transform, which is a known Babel bug. The variable returns 1 for the
native syntax.
SEE ALSO:
MDN Web Docs: Rest parameters
MDN Web Docs: Spread syntax
Control Workspace Tabs and Subtabs (Generally Available)

The LWC Workspace API provides methods to manage your workspace tabs and subtabs in a Lightning console app. This feature, which
is now generally available, includes minor bug fixes and improvements since the beta release.
Where: This change applies to Lightning console apps in Enterprise, Performance, Unlimited, and Developer editions.
How: Import the lightning/platformWorkspaceApi module to access the LWC Workspace API methods, wire adapters,
and event-based APIs via Lightning Message Service.
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Note: Lightning Web Security must be enabled in the Salesforce org because Lightning Locker doesn’t support the LWC Workspace
API.
These API methods for LWC are available for Lightning console apps.
• closeTab()—Closes a workspace tab or subtab.
• disableTabClose()—Prevents a workspace tab or subtab from closing.
• focusTab()—Focuses a workspace tab or subtab.
• getAllTabInfo()—Returns information about all open tabs.
• getFocusedTabInfo()—Returns information about the focused workspace tab or subtab.
• getTabInfo()—Returns information about the specified tab.
• openSubtab()—Opens a subtab within a workspace tab. If the subtab is already open, the subtab is focused.
• openTab()—Opens a new workspace tab. If the tab is already open, the tab is focused.
• refreshTab()—Refreshes a workspace tab or a subtab specified by the tab ID.
• setTabHighlighted()—Highlights the specified tab with a different background color and a badge. Tab highlights don’t
persist after reloading a Lightning console app.
• setTabIcon()—Sets the icon and alternative text of the specified tab.
• setTabLabel()—Sets the label of the specified tab.
These wire adapters are available for Lightning console apps.
• EnclosingTabId()—Returns the ID of the enclosing tab.
• IsConsoleNavigation()—Determines whether the app it’s used within uses console navigation.
These Lightning message channels correspond to the Aura application events that are available for Lightning console apps. Their payloads
are the same as the payloads for the Aura application events. Subscribe to these channels for the events that you want to listen for.
• lightning__tabClosed—Indicates that a tab was closed.
• lightning__tabCreated—Indicates that a tab was created successfully.
• lightning__tabFocused—Indicates that a tab was focused.
• lightning__tabRefreshed—Indicates that a tab was refreshed.
• lightning__tabReplaced—Indicates that a tab was replaced successfully.
• lightning__tabUpdated—Indicates that a tab was updated successfully.
SEE ALSO:
Salesforce Console Developer Guide
Search for Records with the Lightning Record Picker Component (Generally Available)
Use the lightning-record-picker component in a Salesforce application so that desktop and mobile users can quickly find
and select Salesforce records. Configure the component’s behavior and presentation, and enable filtering so that users can retrieve and
display precisely the records that they want. This feature, now generally available, includes some changes since the last release. You can
now retrieve up to 100 records. Previously, it was 50 records. The component also displays clear error messages when you configure
invalid specifications and supports new attributes. This component uses the GraphQL wire adapter, which enables offline use.
Where: This feature is available for Lightning Experience in all editions.
172
How: Here’s an example to get started with the lightning-record-picker component. The component attributes provide
the label for the input field, the object to search, and a callback to handle the selection of a record.
<lightning-record-picker
label="Select a record"
placeholder="Search..."
object-api-name="Contact"
value={initialValue}
onchange={handleChange}
></lightning-record-picker>
Here’s what the example looks like in the UI.
Providing a record ID to the value attribute makes the record picker component display a default selected record.
SEE ALSO:
New and Changed Lightning Web Components
Component Reference: lightning-record-picker
Salesforce Developers’ Blog: Introducing the Lightning Record Picker Component
Render Components in Native Shadow with Mixed Shadow Mode (Beta)

Get your components ready for native shadow DOM to achieve better performance and alignment with web standards.
of the Salesforce mobile app.
Why: On the Salesforce platform, custom components render in synthetic shadow by default. Salesforce implemented synthetic shadow
as a polyfill of shadow DOM to ensure a consistent experience in all browsers, including browsers that don’t support native shadow.
Today, most modern browsers support shadow DOM. Salesforce continues to align the framework with web standards and strives to
migrate to native shadow DOM gradually via mixed shadow mode.
How: Use shadowSupportMode = 'native' to render your component in native shadow DOM.
export class MyComponent extends LightningElement {
static shadowSupportMode = 'native';
}
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Previously, the mixed shadow mode developer preview introduced the shadowSupportMode property with the any value. Setting
shadowSupportMode = 'any' renders the component subtree in native shadow where possible. If the browser doesn’t support
native shadow, the component renders in synthetic shadow.
Note: shadowSupportMode = 'any' is deprecated and superseded by shadowSupportMode = 'native'.

native differs from any because native indicates that the component only works in native shadow DOM, while any
indicates that the component can support synthetic and native shadow DOM.
To check if a component is running in native or synthetic mode, use the this.template.synthetic property. In native shadow,
this.template.synthetic returns undefined. In synthetic shadow, this.template.synthetic returns true.
Consider these guidelines when working in mixed shadow mode.
• When you use shadowSupportMode = 'native', LWC renders any shadow components that are inside of a native shadow
component into native shadow mode. We recommend starting with leaf nodes when migrating your components to native shadow.
• Render a custom component in native shadow only when all the components that it contains also support native shadow. Child
components that don’t support native shadow can exhibit broken styling or functionality. If a custom component contains base
Lightning components, don’t set shadowSupportMode = 'native'. Salesforce has started preparing base Lightning
components to use native shadow, but they aren’t supported for native shadow usage yet.
Migrating from synthetic to native shadow DOM can lead to some challenges along the way. We recommend that you review these
links for best practices that help with the migration process.
SEE ALSO:
Lightning Web Components Developer Guide: Build Components in Mixed Shadow Mode
Be Aware of Base Lightning Component Internal DOM Structure Changes for Future Native Shadow Support
Migrate LWC Projects from LWC.studio to StackBlitz

LWC.studio is discontinuing its services and shutting down the online IDE on January 1, 2024. If you have LWC projects on LWC.studio
that you want to keep, move them to StackBlitz. With StackBlitz, you can start coding without any installation overheads and speed up
your development with rapid prototyping. The online IDE helps you reproduce bugs and share a URL with your team quickly. StackBlitz
is built on VS Code, so the interface is familiar to some users.
How: To get started, go to https://playground.lwc.dev. The default project includes a parent component x-app and a child component
x-counter, where x is the namespace.
StackBlitz projects don’t include Lightning Design System styling and base components. StackBlitz provides both Salesforce platform
and LWC open source features. It doesn't have access to your Salesforce data. For example, it doesn't support @salesforce/*
imports and Lightning Data Service wire adapters.
Note: StackBlitz is a third-party product and is subject to additional terms and conditions, such as its own terms of service or
privacy policies. Salesforce isn’t responsible for the content, services, or paid options offered by StackBlitz.
SEE ALSO:
Lightning Web Components Developer Guide: Get Started Coding
StackBlitz Docs: Getting Started
ARIA Property Reflection Available For More Attributes

ARIA attributes like aria-braillelabel and aria-brailleroledescription are part of the Accessible Rich Internet
Applications (WAI-ARIA) standard, but property reflection wasn’t previously available for them on LWC.
174
How: ARIA property reflection is now available on these attributes:
• aria-colindextext—Defines a human-readable text alternative of the numeric aria-colindex.
• aria-rowindextext—Defines a human-readable text alternative of the numeric aria-rowindex.
• aria-description—Describes the current element.
• aria-braillelabel—Defines a string value for the current element, which is intended for Braille conversion.
• aria-brailleroledescription—Defines a human-readable, author-localized abbreviated description for the role of an
element, which is intended for Braille conversion.
Follow the WAI-ARIA standard when implementing accessibility in your components.
With property reflection, you can define these ARIA properties in a component and customize its getter and setter behavior. For example:
export default class extends LightningElement {

get ariaBrailleLabel() {
return this._ariaBrailleLabel
}
set ariaBrailleLabel(val) {
console.log('I am in the setter!')
this._ariaBrailleLabel = val
}
}
Additionally, you can call this.aria* in a component using a property getter and setter. If the browser doesn’t support the ARIA
reflection, calling this.ariaBraille*, such as this.ariaBrailleLabel, returns undefined. Currently, Safari and Firefox
don’t support property reflection for ariaBraille* properties.
SEE ALSO:
MDN web docs: ARIA states and properties
API Distortion Changes in Lightning Web Security

Lightning Web Security includes new security protections with additional distortions for web APIs. ESLint rules matching the distortions
are also available.
Where: This change applies to Lightning Experience in all editions, LWR-based Experience Cloud sites, and Lightning web components
in Aura sites when LWS is enabled.
How: These APIs have new distortions documented in the LWS Distortion Viewer. Corresponding ESLint rules are included in the ESLint
package.
• Selection.prototype.collapse
• Selection.prototype.extend
• Selection.prototype.selectAllChildren
• Selection.prototype.setBaseAndExtent
• Selection.prototype.setPosition event
This distortion was changed.
175
• Document.prototype.execCommand
These distortions and associated ESLint rules were removed.
• Element.prototype.attributes getter
• HTMLIFrameElement.prototype.allowPaymentRequest
• HTMLIFrameElement.prototype.csp
• HTMLIFrameElement.prototype.featurePolicy
• HTMLIFrameElement.prototype.referrerPolicy
LWS Automatically Uses Closed Shadow Root Mode

If a Lightning web component creates an open shadow root, LWS changes the shadow root mode to closed. Previously, LWS displayed
an error message when it encountered a shadow root set to open mode. The closed mode protects the shadow root internals from
JavaScript manipulation.
Where: This change applies to Lightning Experience in all editions, LWR-based Experience Cloud sites, and Lightning web components
in Aura sites when LWS is enabled.
Monitor Component Events with Custom Component Instrumentation API (Generally

Available)
Add observability to your Lightning web components with Custom Component Instrumentation API. Directly monitor and track events
or interactions with custom Lightning web components in your org’s Event Monitoring. Previously, Event Monitoring tools tracked only
insights about your application as a whole, such as records loaded and page performance. Custom Component Instrumentation API,
now generally available, includes a change since the beta release. Now you can view custom component logs on the browser console.
Custom Component Instrumentation API is designed for Lightning web components and isn’t supported for Aura components.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where Event Monitoring
is enabled.
Who: This change is available to customers who purchased Salesforce Shield or Salesforce Event Monitoring add-on subscriptions.
How: From Setup, in the Quick Find box, enter event, and then select Event Monitoring Settings. Turn on Lightning Logger Events.
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Next, import log from the lightning/logger module in your component and log data messages to Event Monitoring. The
log() function publishes data to a new EventLogFile event type called Lightning Logger Event that structures the event data for use
in Event Monitoring.

<template>
<lightning-button label="Approve"
onclick={handleClick}>
</lightning-button>
</template>
// myComponent.js
import { log } from 'lightning/logger';
export default class HelloWorld extends LightningElement {

constructor() {
super();
}
let msg = {
type: "click",
action: "Approve"
}
handleClick() {
log(msg);
}
}
SEE ALSO:
Component Library: lightning/logger
Object Reference for the Salesforce Platform: Lightning Logger Event Type
Be Aware of Base Component lightning-input Internal DOM Structure Changes

Salesforce is preparing the base Lightning components to adopt native shadow DOM to enhance performance and comply with Web
Components standards. These updates include changes to the internal DOM structure for the lightning-input component.
Ensure that your tests and styling don’t rely on the previous internal structure of this component.
Where: This change applies to Lightning Experience and all versions of the Salesforce mobile app in all editions.
Why: Salesforce works continuously to align the base Lightning components with web standards. This effort is part of our process for
Lightning Web Components to support native shadow DOM in a future release (safe harbor). Since the Spring ‘23 release, 33 components
have been adapted to prepare for native shadow DOM, as we announced in Be Aware of Base Lightning Component Internal DOM
Structure Changes for Future Native Shadow Support.
In Spring ’24, in addition to other components, the internal structure of the lightning-input component changed to prepare
for native shadow DOM.
Salesforce documented that the internal component structure is protected. Salesforce can at any time redesign the internals of our
components to improve performance, enhance functionality, and support accessibility. For more information, see Anti-Patterns for
Styling Components.
177
Important: If your tests rely on this protected internal DOM structure, rewrite your tests as soon as possible.
How: For supported integration tests, use the UI Test Automation Model (UTAM) and UTAM Page Objects, which stay up to date with
changes in component structure. For supported Selenium-based tests, see Working With Shadow DOM Elements Using Webdriver. For
supported CSS styling, see CSS in the Lightning Web Components Developer Guide.
Note: Base components are currently not supported in Mixed Shadow Mode (Developer Preview).
Be Aware of Base Lightning Component Internal DOM Structure Changes for Future
Native Shadow Support
Salesforce is preparing the base Lightning components to adopt native shadow DOM to enhance performance and comply with Web
Components standards. These updates change the internal DOM structure. Ensure that your tests don’t rely on the previous internal
structure of these components.
Where: This change applies to Lightning Experience and all versions of the mobile app in all editions.
Why: Salesforce works continuously to align the base Lightning components with web standards. This newest effort is part of our process
for Lightning Web Components to support native shadow DOM in a future release (safe harbor). Since the Spring ‘23 release, 33
components have been adapted to prepare for native shadow DOM, as we announced in the Summer ‘23 release notes
In Spring ’24, these additional components have been adapted to prepare for native shadow DOM.
• lightning-alert
• lightning-badge
• lightning-button-group
• lightning-confirm
• lightning-formatted-address
• lightning-formatted-date-time
• lightning-formatted-email
• lightning-formatted-location
• lightning-formatted-phone
• lightning-formatted-rich-text
• lightning-formatted-text
• lightning-formatted-time
• lightning-formatted-url
• lightning-input-address
• lightning-input-name
• lightning-input-location
• lightning-input-rich-text
• lightning-layout
• lightning-layout-item
• lightning-menu-subheader
• lightning-modal
• lightning-modal-body
• lightning-modal-footer
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Salesforce Spring ’24 Release Notes Visualforce
• lightning-modal-header
• lightning-prompt
• lightning-rich-text-toolbar-button
• lightning-rich-text-toolbar-button-group
• lightning-toast
• lightning-toast-container
Salesforce documented that the internal component structure is protected. Salesforce may at any time redesign the internals of our
components to improve performance, enhance functionality, and support accessibility. See Anti-Patterns for Styling Components.
Important: If your tests rely on this protected internal DOM structure, rewrite your tests as soon as possible.
How: For supported integration tests, use the UI Test Automation Model (UTAM) and UTAM Page Objects, which stay up to date with
changes in component structure. For supported Selenium-based tests, see Working With Shadow DOM Elements Using Webdriver. For
supported CSS styling, see Style Components with Lightning Design System in the Lightning Web Components Developer Guide.
Visualforce
Increase the security of your Visualforce pages by reviewing the release update that’s enforced in this release.
For more information on features affected by this enhancement, refer to the Visualforce Developer Guide.
Enable JsonAccess Annotation Validation for the Visualforce JavaScript Remoting API (Release Update)
The Visualforce Remoting API uses JavaScript to directly call methods in Apex controllers from Visualforce pages. To prevent
unauthorized serialization and deserialization across packaging namespaces, this update validates the JsonAccess annotation of
your Apex classes. This update was first made available in Winter ’23 and is enforced in Spring ’24.
Enable JsonAccess Annotation Validation for the Visualforce JavaScript Remoting API
(Release Update)
The Visualforce Remoting API uses JavaScript to directly call methods in Apex controllers from Visualforce pages. To prevent unauthorized
serialization and deserialization across packaging namespaces, this update validates the JsonAccess annotation of your Apex classes.
This update was first made available in Winter ’23 and is enforced in Spring ’24.
When: This update is enforced in Spring ’24. To get the major release upgrade date for your instance, go to Trust Status, search for your
instance, and then click the maintenance tab.
How: To review this release update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates.
For Enable JsonAccess Annotation Validation for the Visualforce JavaScript Remoting API, follow the testing and activation
steps.
SEE ALSO:
Apex Developer Guide: JsonAccess Annotation
Release Updates
179
Salesforce Spring ’24 Release Notes Apex
Apex
Use the null coalescing operator to short-circuit expressions that operate on null values. Use the new UUID class to generate a version
4 universally unique identifier (UUID). Roll back all uncommitted DML by using a savepoint and then use the new
Database.releaseSavepoint method to explicitly release savepoints before making a desired callout. Use the methods in
the new Compression namespace (Developer Preview) to easily generate and extract compressed zip files. Use the classes in the
new FormulaEval namespace (Developer Preview) to evaluate user-defined formulas for Apex objects and sObjects.
For more information on these enhancements, see the Apex Developer Guide and the Apex Reference Guide.
IdeaExchange Delivered: Use the Null Coalescing Operator

The ?? operator returns the left-hand argument if the left-hand argument isn’t null. Otherwise, it returns the right-hand argument.
Similar to the safe navigation operator (?.), the null coalescing operator (??) replaces verbose and explicit checks for null references
in code. We delivered this feature thanks to your ideas on IdeaExchange.
IdeaExchange Delivered: Get Support for Randomly Generated UUID v4
Use the new UUID class to generate a version 4 universally unique identifier (UUID). The UUID is generated using a cryptographically
strong pseudo-random number generator and is represented as 32 hexadecimal values. We delivered this feature thanks to your
IdeaExchange Delivered: Make Callouts After Rolling Back DML and Releasing Savepoints
Roll back all uncommitted DML by using a savepoint. Then use the new Database.releaseSavepoint method to explicitly
release savepoints before making a desired callout. Previously, callouts after creating savepoints resulted in a CalloutException
regardless of whether there was uncommitted DML or the changes were rolled back to a savepoint. We delivered this feature thanks
to your ideas on IdeaExchange.
IdeaExchange Delivered: Compress and Extract Zip Files in Apex (Developer Preview)
Use the methods in the new Compression namespace to easily generate and extract compressed zip files. To optimize
compression, you can specify the compression method and level. You can compress multiple attachments or documents as an Apex
blob that contains the zip archive. You can also specify the data to extract from the zip archive without uncompressing the entire
zip archive. We partially delivered this feature thanks to your ideas on IdeaExchange.
IdeaExchange Delivered: Evaluate Dynamic Formulas in Apex (Developer Preview)
Evaluate user-defined formulas for Apex objects and sObjects by using the classes in the new FormulaEval namespace. With
this feature, you can optimize database CPU demands for evaluating formula expressions and avoid designing static expressions.
We partially delivered this feature thanks to your ideas on IdeaExchange.
RestResponse.addHeader(name, value) method have the header names validated based on RFC 7230. This update
was available starting in Spring ’23 and is enforced in Spring ’24.
See Improved Logging When FOR UPDATE Locks Are Released
Record locks that are obtained in Apex using FOR UPDATE are automatically released when making callouts. The information is
now logged in the debug log and the logged message includes the most recently locked entity type. For example:
FOR_UPDATE_LOCKS_RELEASE FOR UPDATE locks released due to a callout. The most recent
lock was Account.
Changed Behavior with Type.forName Method
Using an invalid namespace while calling the Type.forName() method now returns null. Previously, Apex allowed you to
specify an invalid namespace such as Type.forName('InvalidNamespace', 'OuterClass.InnerClass') or
use an outer class as a namespace such as Type.forName('OuterClass', 'InnerClass') with indeterminate results.
180
Improved Validation and Limit Accounting with DML on External Objects

Starting Spring ’24, only external objects can only use the DML methods such as Database.insertImmediate()
and Database.insertAsync(). A catchable TypeException is thrown if object types other than external or big objects
are used in the lists of arguments to these DML methods. Further, these DML operations no longer increment DML statement and
record limits. Previously, there was no validation to ensure that external and non-external objects weren’t mixed in the arguments
to these DML calls.
A quiddity value of undefined (UD) is the new default when an event hasn’t been assigned a more descriptive quiddity. Previously,
the default was Synchronous Uncategorized (R).
SEE ALSO:
Apex: New and Changed Items
Use the Null Coalescing Operator

The ?? operator returns the left-hand argument if the left-hand argument isn’t null. Otherwise, it returns the right-hand argument.
Similar to the safe navigation operator (?.), the null coalescing operator (??) replaces verbose and explicit checks for null references
in code. We delivered this feature thanks to your ideas on IdeaExchange.
How: The null coalescing operator is a binary operator in the form a ?? b that returns a if a isn’t null, and otherwise returns b. The
operator is left-associative. The left-hand operand is evaluated only one time. The right-hand operand is only evaluated if the left-hand
operand is null.
You must ensure type compatibility between the operands. For example, in the expression: objectZ result = objectA ??
objectB, both objectA and objectB must be instances of objectZ to avoid a compile-time error.
Here’s a comparison that illustrates the operator usage. Before the Null Coalescing Operator, you used
Integer notNullReturnValue = (anInteger == null) ? anInteger : 100;
With the Null Coalescing Operator, use:

Integer notNullReturnValue = anInteger ?? 100;
While using the null coalescing operator, always keep operator precedence in mind. In some cases, using parentheses is necessary to
obtain the desired results. For example, the expression top ?? 100 - bottom ?? 0 evaluates to top ?? (100 - bottom
?? 0) and not to (top ?? 100) - (bottom ?? 0).
Apex supports assignment of a single resultant record from a SOQL query, but throws an exception if there are no rows returned by the
query. The null coalescing operator can be used to gracefully deal with the case where the query doesn’t return any rows. If a SOQL
query is used as the left-hand operand of the operator and rows are returned, then the null coalescing operator returns the query results.
If no rows are returned, the null coalescing operator returns the right-hand operand.
These examples use the null coalescing operator.
Account defaultAccount = new Account(name = 'Acme');
// Left operand SOQL is empty, return defaultAccount from right operand:
Account a = [SELECT Id FROM Account
WHERE Id = '001000000FAKEID'] ?? defaultAccount;
181
Assert.areEqual(defaultAccount, a);
// If there isn't a matching Account or the Billing City is null, replace the value
string city = [Select BillingCity
From Account
Where Id = '001xx000000001oAAA']?.BillingCity;
System.debug('Matches count: ' + city?.countMatches('San Francisco') ?? 0 );
There are some restrictions on using the null coalescing operator.

• You can’t use the null coalescing operator as the left side of an assignment operator in an assignment.
– foo??bar = 42;// This is not a valid assignment
– foo??bar++; // This is not a valid assignment
• SOQL bind expressions don’t support the null coalescing operator.

class X { public String query = 'xyz';}
X x = new X();
List<Account> accounts = [SELECT Name FROM Account WHERE Name = :X??query]
List<List<SObject>> moreAccounts = [FIND :X??query IN ALL FIELDS
RETURNING Account(Name)];
SEE ALSO:
Apex Developer Guide: Operator Precedence
Apex Developer Guide: Using SOQL Queries That Return One Record
IdeaExchange: Null Coalesce Operator
Get Support for Randomly Generated UUID v4

Use the new UUID class to generate a version 4 universally unique identifier (UUID). The UUID is generated using a cryptographically
strong pseudo-random number generator and is represented as 32 hexadecimal values. We delivered this feature thanks to your ideas
on IdeaExchange.
How: To generate a UUID and perform operations on a UUID instance, use these methods in the UUID class.
randomUUID()
Randomly generates a UUID that uniquely identifies an object.
equals(obj)
Compares the UUID instance with the specified object. Returns true if both are equal; otherwise, returns false.
hashcode()
Returns the hashcode corresponding to the UUID instance.
fromString(string)
Returns a UUID instance from a string representation of a UUID.
toString()
Returns the string representation of the UUID instance.
182
Here’s an example that uses the randomUUID() class method.

UUID randomUuid = UUID.randomUUID();
// Prints the UUID string that was randomly generated
system.debug(randomUuid);
String uuidStr = randomUUID.toString();
UUID fromStr = UUID.fromString(uuidStr);
Assert.areEqual(randomUuid, fromStr);
SEE ALSO:
Apex Reference Guide: UUID (can be outdated or unavailable during release preview)
IdeaExchange: GUID Generator Function
Make Callouts After Rolling Back DML and Releasing Savepoints

Roll back all uncommitted DML by using a savepoint. Then use the new Database.releaseSavepoint method to explicitly
release savepoints before making a desired callout. Previously, callouts after creating savepoints resulted in a CalloutException
regardless of whether there was uncommitted DML or the changes were rolled back to a savepoint. We delivered this feature thanks to
your ideas on IdeaExchange.
How: To allow callouts, roll back all savepoints and explicitly release them. In this example, the makeACallout() callout succeeds
because the uncommitted DML is rolled back and the savepoint is released.
Savepoint sp = Database.setSavepoint();
try {
// Try a database operation
insert new Account(name='Foo');
integer bang = 1 / 0;
} catch (Exception ex) {
Database.rollback(sp);
Database.releaseSavepoint(sp); // Also releases any savepoints created after 'sp'
makeACallout(); // Callout is allowed because uncommitted work is rolled back and savepoints
are released
}
In this example, the savepoint isn’t released before making the callout. The CalloutException informs you that you must release all active
savepoints before making the callout.
try {
makeACallout();
} catch (System.CalloutException ex) {
Assert.isTrue(ex.getMessage().contains('All active Savepoints must be released before
making callouts.'));
}
183
In this example, DML is pending when the callout is made. The CalloutException informs you that you must roll back the transaction
before the callout is made or the transaction must be committed.
insert new Account(name='Foo');
Database.releaseSavepoint(sp);
try {
makeACallout();
} catch (System.CalloutException ex) {
Assert.isTrue(ex.getMessage().contains('You have uncommitted work pending. Please
commit or rollback before calling out.'));
}
Note: As part of this feature, Database.rollback(Savepoint) no longer counts against the DML row limit, but still
counts toward the DML statement limit. This change applies to all API versions. Before Spring ’24, each rollback call incremented
the DML row usage limit.
When Database.releaseSavepoint() is called, SAVEPOINT_RELEASE is logged if savepoints are found and released.
For Apex tests with API version 60.0 or later, all savepoints are released when Test.startTest() and Test.stopTest()
are called. A SAVEPOINT_RESET event is logged if any savepoints are reset.
SEE ALSO:
IdeaExchange: DML Rollback Should Allow HttpCallouts
Compress and Extract Zip Files in Apex (Developer Preview)

Use the methods in the new Compression namespace to easily generate and extract compressed zip files. To optimize compression,
you can specify the compression method and level. You can compress multiple attachments or documents as an Apex blob that contains
the zip archive. You can also specify the data to extract from the zip archive without uncompressing the entire zip archive. We partially
delivered this feature thanks to your ideas on IdeaExchange.
Note: Feature is available as a developer preview. Feature isn’t generally available unless or until Salesforce announces its general
availability in documentation or in press releases or public statements. All commands, parameters, and other features are subject
to change or deprecation at any time, with or without notice. Don’t implement functionality developed with these commands or
tools in a production environment.
Where: This feature is available in scratch orgs where the ApexZipSupport feature is enabled. If the feature isn’t enabled, Apex
code with this feature can be compiled but not executed.
How: To add zip entries by specifying details, such as an entry name, comment, and compression method, use the addEntry(String
name, Blob data), addEntry(compression.ZipEntry prototype), and setMethod(compression.Method
method) methods in the ZipWriter class. To generate a zipped archive and return the result as an Apex blob, use the
getArchive() method. This code sample compresses email attachments into a single file.
ZipWriter writer = new ZipWriter();
List<id> contentDocumentIds = new List<id>();
// Add IDs of documents to be compressed to contentDocumentIds
for ( ContentVersion cv : [SELECT PathOnClient, Versiondata

FROM ContentVersion
184
WHERE ContentDocumentId IN :contentDocumentIds])

{
writer.addEntry(cv.PathOnClient, cv.versiondata);
}
blob zipAttachment = writer.getArchive();
Messaging.EmailFileAttachment efa1 = new Messaging.EmailFileAttachment();

efa.setFileName('attachments.zip');
efa.setBody(zipAttachment);
fileAttachments.add(efa);
Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
// Set all the other email fields, such as addresses, subject, and body
email.setEntityAttachments(fileAttachments);
Messaging.sendEmail(new Messaging.SingleEmailMessage[] { email });
Get zip entry details, such as the list of entries in the archive, entry names, and extract the contents of the zip file by using the
getEntries(), getEntry(String name), extract(ZipEntry entry), and other methods in the ZipReader
class. This code sample extracts the translation from a callout response.
HttpRequest request = new HttpRequest();
request.setEndpoint('callout:My_Named_Credential/translationService');
request.setMethod('POST');
// Set translation service request payload for input to translate

// The translation endpoint will return translations to the requested languages as JSON
in a Zip archive
HttpResponse response = new Http().send(request);

Blob translationZip = response.getBodyAsBlob();
ZipReader reader = new ZipReader(translationZip);

ZipEntry frTranslation = reader.getEntry('translations/fr.json');
Blob frTranslationData = reader.extractEntry(frTranslation);
SEE ALSO:
Apex Reference Guide: Compression Namespace (can be outdated or unavailable during release preview)
IdeaExchange: Apex or API - Zip file creation in Salesforce
Evaluate Dynamic Formulas in Apex (Developer Preview)

Evaluate user-defined formulas for Apex objects and sObjects by using the classes in the new FormulaEval namespace. With this
feature, you can optimize database CPU demands for evaluating formula expressions and avoid designing static expressions. We partially
Note: Feature is available as a developer preview. Feature isn’t generally available unless or until Salesforce announces its general
availability in documentation or in press releases or public statements. All commands, parameters, and other features are subject
185
to change or deprecation at any time, with or without notice. Don’t implement functionality developed with these commands or
tools in a production environment.
Where: This feature is available in scratch orgs where the FormulaEvalInApex feature is enabled. If the feature isn’t enabled,
Apex code with this feature can be compiled but not executed.
How: To create an instance of the formula, call the static method builder() in the FormulaBuilder class by specifying the
formula text, return type, and context object. To validate the formula instance, call the build() method. If the validation fails, the
build() method triggers the FormulaValidationException exception.
To calculate the formula expression and return the result, use the evaluate() method in the FormulaInstance class. If the
evaluation results in an error, the method triggers the FormulaEvaluationException exception.
Here’s an example that uses the build() and evaluate() methods.
global class MotorYacht {
global Integer lengthInYards;
global Integer numOfGuestCabins;
global String name;
global Account owner;
}
MotorYacht aBoat = new MotorYacht();

aBoat.lengthInYards = 52;
aBoat.numOfGuestCabins = 4;
aBoat.name = 'RV Foo';
FormulaEval.FormulaInstance isItSuper = FormulaEval.FormulaBuilder.builder()
.withReturnType(FormulaEval.FormulaReturnType.STRING)
.withType(MotorYacht.class)
.withFormula('IF(lengthInYards < 100, "Not Super", "Super")')
.build();
isItSuper.evaluate(aBoat); //=> "Not Super"
aBoat.owner = new Account(Name='Acme Watercraft', Site='New York');

FormulaEval.FormulaInstance ownerDetails = FormulaEval.FormulaBuilder.builder()
.withReturnType(FormulaEval.FormulaReturnType.STRING)
.withType(MotorYacht.class)
.withFormula('owner.Name & " (" & owner.Site & ")"')
.build();
ownerDetails.evaluate(aBoat); //=> "Acme Watercraft (New York)"
SEE ALSO:
Apex Reference Guide: FormulaEval Namespace (can be outdated or unavailable during release preview)
IdeaExchange: Evaluate Dynamic Formula with Apex
RestResponse.addHeader(name, value) method have the header names validated based on RFC 7230. This update was
available starting in Spring ’23 and is enforced in Spring ’24.
186
When: Salesforce enforces this update in Spring ’24. To get the major release upgrade date for your instance, go to Trust Status, search
Why: This update improves legacy behavior where Apex REST Response headers weren’t validated and enables RFC 7230 validation.
After the update, invalid characters such as / are no longer accepted.
How: Apex that invokes the RestResource.addHeader(name, value) method with a header name that isn’t RFC
7230-compliant results in a runtime exception of type InvalidHeaderException. Before activating this update in production, check with
your package providers to make sure that all your installed packages are compatible. Evaluate the impact to your Salesforce org with
these checks.
• Run Apex test cases and check for failures caused by InvalidHeaderExceptions.
• Invoke your Apex REST API classes and check responses for InvalidHeaderException exceptions.
• Inspect Apex code that calls the RestResource.addHeader(name, value) method for a name parameter with a
value that isn’t RFC 7230-compliant.
See Improved Logging When FOR UPDATE Locks Are Released

Record locks that are obtained in Apex using FOR UPDATE are automatically released when making callouts. The information is now
logged in the debug log and the logged message includes the most recently locked entity type. For example:
FOR_UPDATE_LOCKS_RELEASE FOR UPDATE locks released due to a callout. The most recent
lock was Account.
Changed Behavior with Type.forName Method

Using an invalid namespace while calling the Type.forName() method now returns null. Previously, Apex allowed you to specify
an invalid namespace such as Type.forName('InvalidNamespace', 'OuterClass.InnerClass') or use an outer
class as a namespace such as Type.forName('OuterClass', 'InnerClass') with indeterminate results.
Where: This change applies to Salesforce orgs in all editions. This change is a versioned behavior change in API version 60.0 and later.
Improved Validation and Limit Accounting with DML on External Objects

Starting Spring ’24, only external objects can only use the DML methods such as Database.insertImmediate()
and Database.insertAsync(). A catchable TypeException is thrown if object types other than external or big objects
are used in the lists of arguments to these DML methods. Further, these DML operations no longer increment DML statement and record
limits. Previously, there was no validation to ensure that external and non-external objects weren’t mixed in the arguments to these
DML calls.

A quiddity value of undefined (UD) is the new default when an event hasn’t been assigned a more descriptive quiddity. Previously, the
default was Synchronous Uncategorized (R).
Where: This change applies to all editions and is a versioned behavior change in API version 60.0 and later.
187
Salesforce Spring ’24 Release Notes API
API
Secure API access with a new user profile and more control over XML deserialization. And the previously announced retirement of API
versions 21.0 through 30.0 of the Salesforce Platform API is delayed until Summer ’25.
Secure API Access with the New Least-Privilege User Profile

The new Minimum Access - API Only Integrations user profile is used with the Salesforce Integration user license to provide the
minimum required access to API users. The Salesforce API Only Systems Integration user profile currently in use incorrectly provides
CRUD permissions to custom objects. Replace with the new Minimum Access - API Only Integrations user profile.
Control API Access to XML Deserialization of Apex Classes
Developers constructing Apex classes in managed packages via API call using XML deserialization must have explicit access to those
classes via the @JsonAccess annotation. The @JsonAccess annotation controls XML deserialization.
The retirement of versions 21.0 through 30.0 of the Salesforce Platform API was first scheduled for Summer ’23. The retirement is
now postponed to Summer ’25. You can continue to use these API versions but they’re not supported and won’t be available starting
in Summer ’25. Applications consuming them are then disrupted. Requests fail with an error message indicating that the endpoint
is deactivated. Upgrade all applications that use a legacy API version to a current version before this breaking change occurs.
Secure API Access with the New Least-Privilege User Profile

The new Minimum Access - API Only Integrations user profile is used with the Salesforce Integration user license to provide the minimum
required access to API users. The Salesforce API Only Systems Integration user profile currently in use incorrectly provides CRUD permissions
to custom objects. Replace with the new Minimum Access - API Only Integrations user profile.
Where: One or more Salesforce Integration user licenses are available by default in Enterprise, Unlimited, Performance, and Developer
editions. More add-on licenses are available to purchase for these editions.
When: Beginning with the Spring ‘24 release, the Salesforce API Only Systems Integration user profile isn’t available in newly provisioned
Salesforce orgs.
How: The new profile is based on the existing Minimum Access - Salesforce profile and provides the API Enabled and Api Only User
permissions. You can grant additional permissions to API users by using permission sets and permission set groups.
Control API Access to XML Deserialization of Apex Classes

Developers constructing Apex classes in managed packages via API call using XML deserialization must have explicit access to those
classes via the @JsonAccess annotation. The @JsonAccess annotation controls XML deserialization.
Where: This change applies to all API versions.
Why: Previously, developers could construct instances of Apex classes through XML serialization without restriction. This provided access
to Apex classes that developers shouldn’t have had access to. Attempting XML deserialization without the annotation’s permission now
results in a 400 response with an XML_PARSER_ERROR error code.
SEE ALSO:
Apex Developer Guide: JsonAccess Annotation
188
Salesforce Spring ’24 Release Notes Bulk API 2.0
The retirement of versions 21.0 through 30.0 of the Salesforce Platform API was first scheduled for Summer ’23. The retirement is now
postponed to Summer ’25. You can continue to use these API versions but they’re not supported and won’t be available starting in
Summer ’25. Applications consuming them are then disrupted. Requests fail with an error message indicating that the endpoint is
deactivated. Upgrade all applications that use a legacy API version to a current version before this breaking change occurs.
Where: This change affects these API versions.
Bulk API
21.0, 22.0, 23.0, 24.0, 25.0, 26.0, 27.0, 28.0, 29.0, 30.0
SOAP API
21.0, 22.0, 23.0, 24.0, 25.0, 26.0, 27.0, 28.0, 29.0, 30.0
REST API
v21.0, v22.0, v23.0, v24.0, v25.0, v26.0, v27.0, v28.0, v29.0, v30.0
Note: This change affects all REST APIs that use URIs beneath /services/data/vXX.X/, including:
• Bulk API
• Connect REST API
• IoT REST API
• Lightning Platform REST API
• Metadata API
• Place Order REST API
• Reports and Dashboards REST API
• Tableau CRM REST API
• Tooling API
This change applies to Professional (with API access enabled), Enterprise, Performance, Unlimited, and Developer editions. It affects all
API-enabled orgs, including Sandboxes and Scratch orgs.
How: Before the Summer ’25 release, modify or upgrade all applications to function with current API versions. Newer API versions offer
more capabilities and improved security and performance.
Identify requests made from old or unsupported API versions of SOAP API, REST API, and Bulk API using the API Total Usage event.
Bulk API 2.0

Retrieve PK Chunking Supportability With a Query Instead of Referencing Documentation
Bulk API 2.0’s “Get Job Info Query” API returns a new Boolean field, isPkChunkingSupported. This field indicates whether PK
chunking is supported for the object being queried (true) or not (false). Previously, you referred to the Salesforce Bulk API 2.0
documentation to look up whether PK chunking is supported for an object.
189
Salesforce Spring ’24 Release Notes Packaging
In Winter ’24, the number of objects for which PK chunking is supported in Bulk API 2.0 Query increased into the thousands. Adding
this API call provides a scalable mechanism for retrieving this information easily so you don’t have to look through pages of developer
documentation.
SEE ALSO:
Salesforce Bulk API 2.0 and Bulk API Developer Guide: Get Information About a Query Job
Salesforce Release Notes (Winter ’24): Use Thousands of PK Chunking Enabled Objects with Bulk API 2.0
Packaging
Packaging facilitates the development and distribution of business apps. Use second-generation managed packages to create apps to
sell and distribute on AppExchange. Use unlocked packages to develop internal business apps.
Control Which Profile Settings Are Packaged

Use the new scopeProfiles setting in the sfdx-project.json file to control which profile settings are included in a new package
version when you run the sf package version create command.
IdeaExchange Delivered: Remove Custom Metadata Type Records from a Second-Generation Managed Package
Better manage your second-generation managed packages with the ability to remove protected and public records from a custom
metadata type. After you remove the records from a package, what happens to those records in the subscriber org depends on the
record visibility. If the records are visible to the subscriber org, they’re marked as deprecated. If the records aren’t visible to the
subscriber org, they’re deleted. Alert your subscribers that deprecated records count against their subscriber org limit, and encourage
them to delete any deprecated records. We partially delivered this feature thanks to your ideas on IdeaExchange.
Managing your push upgrades is easier. The Package Manager page now displays only valid production orgs in the Target Organization
list. Valid production orgs include orgs with a status of trial, free, or active.
Control Which Profile Settings Are Packaged

Use the new scopeProfiles setting in the sfdx-project.json file to control which profile settings are included in a new package
version when you run the sf package version create command.
Where: This change applies to unlocked packages and second-generation managed packages.
How: If you set scopeProfiles to true for a package directory, profile settings from only the package directory being packaged
are included, and profile settings outside of that package directory are ignored. When you set scopeProfiles to false, which is the
default value, the new package version includes relevant pieces of profile settings in any package directory defined in
sfdx-project.json.
The scopeProfiles parameter is a child of packageDirectory, as shown in this example.
{
"packageDirectories": [
{
"path": "force-app",
"package": "TV_unl",
"scopeProfiles": "true",
"versionName": "ver 0.1",
"versionNumber": "0.1.0.NEXT",
"default": true,
"unpackagedMetadata": {
190
Salesforce Spring ’24 Release Notes Development Environments
"path": "my-unpackaged-directory"
}
}
],
"namespace": "",
"sfdcLoginUrl": "https://login.salesforce.com",
"sourceApiVersion": "60.0"
}
SEE ALSO:
Second-Generation Managed Packaging Developer Guide: Advanced Project Configuration Parameters for Second-Generation Managed
Packages
Second-Generation Managed Packaging Developer Guide: How We Handle Profile Settings in Second-Generation Managed Packages
Remove Custom Metadata Type Records from a Second-Generation Managed

Package
Better manage your second-generation managed packages with the ability to remove protected and public records from a custom
metadata type. After you remove the records from a package, what happens to those records in the subscriber org depends on the
record visibility. If the records are visible to the subscriber org, they’re marked as deprecated. If the records aren’t visible to the subscriber
org, they’re deleted. Alert your subscribers that deprecated records count against their subscriber org limit, and encourage them to
delete any deprecated records. We partially delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to second-generation managed packages.
How: Removing metadata from managed packages requires approval from Salesforce. To request access to the component removal
feature, log a support case in the Salesforce Partner Community.
SEE ALSO:
Second-Generation Managed Packaging Developer Guide: Custom Metadata Type Records
Second-Generation Managed Packaging Developer Guide: Remove Metadata Components from Second-Generation Managed Packages
Salesforce Help: Custom Metadata Allocations and Usage Calculations (can be outdated or unavailable during release preview)

Managing your push upgrades is easier. The Package Manager page now displays only valid production orgs in the Target Organization
list. Valid production orgs include orgs with a status of trial, free, or active.
Where: This change applies to first-generation managed packages.
Development environments are full-featured Salesforce environments that you use to develop and test existing or new features and
custom applications. They include Developer Edition orgs, sandboxes, and scratch orgs.
191
Salesforce Spring ’24 Release Notes Platform Development Tools
Capture a Scratch Org’s Configuration with Scratch Org Snapshots (Beta)

Capture a snapshot of a scratch org’s configuration so that you can use it to create scratch org replicas. A snapshot is a point-in-time
copy of a scratch org.
IdeaExchange Delivered: Log In to All Your Sandboxes from Setup
To help you manage your sandboxes, logins from the Sandboxes Setup page now use the sandbox’s My Domain login URL. Previously,
the process used the sandbox’s instanced URL, so you could log into a sandbox from Setup only if that sandbox allowed logins from
https://test.salesforce.com. We delivered this feature thanks to your ideas on IdeaExchange.
Capture a Scratch Org’s Configuration with Scratch Org Snapshots (Beta)

Capture a snapshot of a scratch org’s configuration so that you can use it to create scratch org replicas. A snapshot is a point-in-time
copy of a scratch org.
Note: This feature is a Beta Service. Customers may opt to try such Beta Service in its sole discretion. Any use of the Beta Service
Where: This change applies to Lightning Experience and Salesforce Classic in Developer, Enterprise, Performance, and Unlimited editions.
When: This feature is available when your Dev Hub org is upgraded to the Spring ’24 release.
Why: Configuring a scratch org with a project’s dependencies can be a manual and time-consuming process. It can require pushing
dependent metadata to a scratch org, seeding it with sample data, installing a package or two, and then performing manual tasks directly
in the scratch org. And then, poof, the scratch org expires, and you have to start all over again. With scratch org snapshots, you can
quickly replicate scratch orgs with the required project dependencies.
How: Enable Scratch Org Snapshots in the Dev Hub org that you use to create scratch orgs. If you don't have access to the Scratch Orgs
Setup page, ask your Salesforce admin for help. Then use Salesforce CLI commands to create and manage the snapshot, such as org
create snapshot and org list snapshot.
SEE ALSO:
Salesforce DX Developer Guide: Scratch Org Snapshots (Beta)
Log In to All Your Sandboxes from Setup

To help you manage your sandboxes, logins from the Sandboxes Setup page now use the sandbox’s My Domain login URL. Previously,
the process used the sandbox’s instanced URL, so you could log into a sandbox from Setup only if that sandbox allowed logins from
https://test.salesforce.com. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Performance, Unlimited, and
Database.com editions.
SEE ALSO:
Salesforce Help: Manage Your Sandboxes (can be outdated or unavailable during release preview)
IdeaExchange: Sandbox Login URLs in Setup should direct correctly based on My Domain settings

Build applications collaboratively and deliver continuously with Salesforce Developer Experience (DX), the open and integrated experience
that makes development on the Customer 360 Platform easy.
192
Salesforce Spring ’24 Release Notes Platform Development Tools

The Salesforce DX toolset includes Salesforce Extensions for Visual Studio Code and Salesforce CLI. Pick the tool that works best for
your team and meets your business needs. We release new versions of both tools weekly.
Diagnose root causes and act on scale issues earlier in your development cycle. View org performance metrics and analyze performance
reports.
Use metrics to plan scale tests. Book a slot on your sandbox instance calendar and test at production peak load. Compare performance
data from recent tests.
Replace Workbench With Salesforce Developer Tools
Workbench (https://workbench.developerforce.com) is an open-source tool for interacting with your org. However, because Salesforce
doesn’t maintain Workbench, we can’t address issues or bugs related to using it. We recommend that you use our alternative and
integrated tools instead, such as Code Builder, Salesforce CLI, and VS Code Extensions.

The Salesforce DX toolset includes Salesforce Extensions for Visual Studio Code and Salesforce CLI. Pick the tool that works best for your
team and meets your business needs. We release new versions of both tools weekly.
Salesforce Extensions for Visual Studio Code
This extension pack includes tools for developing on the Customer 360 Platform in the lightweight, extensible VS Code editor. Read
the weekly release notes to learn about recent updates.
Salesforce CLI
Use Salesforce CLI to create environments for development and testing, synchronize source code, run tests, and control your
application lifecycle. Read the weekly release notes to learn about recent updates.
SEE ALSO:
Salesforce Extensions for Visual Studio Code
Salesforce CLI Setup Guide
Salesforce CLI Command Reference
Salesforce DX Developer Guide

Diagnose root causes and act on scale issues earlier in your development cycle. View org performance metrics and analyze performance
reports.
Where: This change applies to Lightning Experience in the Unlimited Edition and Signature Success customers. Scale Center isn’t
supported in Government Cloud Plus.
Who:
• Scale Center is generally available at no additional cost for all Unlimited Edition (UE) Full Copy Sandbox, Signature, and Scale Test
customers.
• You can enable Scale Center for five Standard (non-SysAdmin) users per org.
• You can run 15 Deep Dive investigations per week, per org.
• Users are subject to the applicable terms provided at Agreements and Terms.
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Salesforce Spring ’24 Release Notes Salesforce Functions
How: From Setup, in the Quick Find box, enter Scale, and then click Scale Center.

Use metrics to plan scale tests. Book a slot on your sandbox instance calendar and test at production peak load. Compare performance
data from recent tests.
Who:
• Scale Test is available as a paid add-on for customers with a Full Copy Sandbox, which includes the Test Scheduler and Test Execution
features.
• As part of the paid add-on, the Test Plan Creation feature is available in USA Hyperforce production.
• Users are subject to the applicable terms provided at Agreements and Terms.
How: To get access, contact your customer success representative or account executive.
From Setup, in the Quick Find box, enter Scale, and then click Scale Test.
Replace Workbench With Salesforce Developer Tools

Workbench (https://workbench.developerforce.com) is an open-source tool for interacting with your org. However, because Salesforce
doesn’t maintain Workbench, we can’t address issues or bugs related to using it. We recommend that you use our alternative and
integrated tools instead, such as Code Builder, Salesforce CLI, and VS Code Extensions.
Why: Salesforce can’t assure our developers that Workbench will be available in the future. Prepare to use our other supported tools.
How: Review the replacement tool options for existing Workbench users. See Replacement Tools for Workbench in Salesforce Help.
SEE ALSO:
Code Builder
Salesforce Extensions for VS Code
Salesforce CLI Command Reference
Salesforce Functions is retiring on January 31, 2025. Learn about the retirement plan for Salesforce Functions.

Salesforce Functions is retiring on January 31, 2025. You can continue using your subscription through your existing Order Term. To
preserve the capabilities that Salesforce Functions provided to your org, you must deploy an alternative solution before your existing
Order Term ends.

Salesforce Functions is retiring on January 31, 2025. You can continue using your subscription through your existing Order Term. To
preserve the capabilities that Salesforce Functions provided to your org, you must deploy an alternative solution before your existing
Order Term ends.
See Salesforce Functions Retirement on the Heroku Dev Center for the end-of-life timeline and more information on migrating your
functions.
194
Salesforce Spring ’24 Release Notes AppExchange Partners
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in Professional, Unlimited,
and Developer editions.
SEE ALSO:
Developer Doc: Salesforce Functions Release Notes
The UsersWithMFA attribute will no longer be available for trial orgs in AppExchange App Analytics subscriber snapshots. Analyze
subscriber activity by creating custom interactions in AppExchange App Analytics.
UsersWithMFA Attribute Will No Longer Be Populated for Trial Orgs in Subscriber Snapshots
In Winter ’25, the UsersWithMFA attribute will no longer be available for trial orgs in AppExchange App Analytics subscriber snapshots.
You can continue to determine the percentage of subscribers who enabled multi-factor authentication (MFA) from the
attribute_value when attribute_name equals UsersWithMFA for active and demo orgs.
Log Custom Interactions in AppExchange App Analytics
To understand which features and UI components a subscriber interacts with and how they flow through a user journey, create
custom interactions with Apex enums and the IsvPartners.AppAnalytics.logCustomInteraction Apex method.
UsersWithMFA Attribute Will No Longer Be Populated for Trial Orgs in Subscriber

Snapshots
In Winter ’25, the UsersWithMFA attribute will no longer be available for trial orgs in AppExchange App Analytics subscriber snapshots.
You can continue to determine the percentage of subscribers who enabled multi-factor authentication (MFA) from the
attribute_value when attribute_name equals UsersWithMFA for active and demo orgs.
Where: This change applies to Lightning Experience and Salesforce Classic in Developer Edition.
Who: ISV partners can use attribute_value to determine the percentage of subscribers using MFA for their managed packages
that passed security review.
How: To activate App Analytics on your managed package:
• For a first-generation (1GP) managed package, log in to your packaging org. Then follow the instructions in Enable App Analytics
on Your First-Generation Managed Package.
• For a second-generation (2GP) managed package, follow the instructions in Enable App Analytics on Your Second-Generation
Managed Package.
SEE ALSO:
Developer Documentation: Subscriber Snapshots
Log Custom Interactions in AppExchange App Analytics

To understand which features and UI components a subscriber interacts with and how they flow through a user journey, create custom
interactions with Apex enums and the IsvPartners.AppAnalytics.logCustomInteraction Apex method.
Where: This change applies to Lightning Experience and Salesforce Classic in Developer Edition. AppExchange App Analytics is available
only for managed packages that passed security review.
Who: To use this feature, you must be an ISV partner with a managed package that passed security review.
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Salesforce Spring ’24 Release Notes Change Data Capture
How: To activate App Analytics on your managed package:

• For a first-generation (1GP) managed package, log in to your packaging org. Then follow the instructions in Enable App Analytics
on Your First-Generation Managed Package.
• For a second-generation (2GP) managed package, follow the instructions in Enable App Analytics on Your Second-Generation
Managed Package.
To use custom interactions, include Apex enums in your packaged Apex code. Then instrument your code by using the
IsvPartners.AppAnalytics.logCustomInteraction Apex method and one of your Apex enum values. When a user
interacts with a packaged component that calls Apex and executes this Apex method, log data is generated in App Analytics.
Retrieve and filter your package usage log data on custom_entity_type equal to CustomInteractionLabel and on
log_record_type equal to CustomInteraction. Or filter your package usage summary data on custom_entity_type
by CustomInteractionLabel. For more information on custom interactions, read Log Custom Interactions.
SEE ALSO:
Apex Developer Guide: Enums
Change Data Capture

Receive change events for more objects.
IdeaExchange Delivered: Receive Change Event Notifications for More Objects

With Change Data Capture, you can now receive notifications of record changes for more objects. We delivered the
OpportunityLineItem change event feature thanks to your ideas on IdeaExchange.
Receive Change Event Notifications for More Objects

With Change Data Capture, you can now receive notifications of record changes for more objects. We delivered the OpportunityLineItem
change event feature thanks to your ideas on IdeaExchange.
How: Select the objects that you want to get notifications for on the Change Data Capture page in Setup or create a custom channel.
You can now receive change events for:
• Accreditation
• AssessmentConfiguration
• AssessmentEnvelope
• AssessmentEnvelopeItem
• BoardCertification
• CareBarrierDeterminant
• CareBarrierType
• CareBenefitVerifyRequest
• CareBenefitVerifySettings
• CareDeterminantType
• CareInterventionType
• CareLimitType
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Salesforce Spring ’24 Release Notes Platform Events
• CarePreauth
• CarePreauthItem
• CareProviderAdverseAction
• CareProviderFacilitySpecialty
• CareProviderSearchableField
• CareProviderSearchConfig
• CareRegisteredDevice
• CareTaxonomy
• CoverageBenefitItemLimit
• HealthCareDiagnosis
• HealthcareFacilityNetwork
• HealthcarePayerNetwork
• HealthCareProcedure
• HealthcareProviderNpi
• HealthcareProviderTaxonomy
• OpportunityLineItem
• PlanBenefit
• PlanBenefitItem
• ProviderSearchSyncLog
• PurchaserPlanAssn
• ReceivedDocumentType
• TimelineObjectDefinition
Platform Events
Find uncaught exceptions of triggers in event log files. Learn about the retirement plan for some Streaming API versions.
Find Uncaught Exceptions of Platform Event Triggers in Event Log Files

If an unhandled exception occurs during the execution of your platform event Apex trigger, you can get information about the
exception using event log files in Event Monitoring. Examples of an unhandled exception include an uncatchable limit exception
or an exception that the trigger doesn’t catch. Previously, unhandled exceptions in platform event Apex triggers weren’t available
in event log files.
Streaming API Versions 23.0 Through 36.0 Are Being Retired
Streaming API versions 23.0 through 36.0 are scheduled for retirement in Winter ’25. They’re deprecated and no longer supported.
We strongly recommend that you use a recent Streaming API version or a version that’s greater or equal to version 37.0, which
corresponds to Durable Streaming. The newer Streaming API versions are maintained with product enhancements and bug fixes.
Find Uncaught Exceptions of Platform Event Triggers in Event Log Files

If an unhandled exception occurs during the execution of your platform event Apex trigger, you can get information about the exception
using event log files in Event Monitoring. Examples of an unhandled exception include an uncatchable limit exception or an exception
that the trigger doesn’t catch. Previously, unhandled exceptions in platform event Apex triggers weren’t available in event log files.
197
Salesforce Spring ’24 Release Notes Event Bus
How: To retrieve information about the unhandled exception, query EventLogFile. The event type for unhandled exceptions is
Apex Unexpected Exception Event Type (ApexUnexpectedException).
SEE ALSO:
Object Reference for the Salesforce Platform: EventLogFile
Object Reference for the Salesforce Platform: Apex Unexpected Exception Event Type
Trailhead: Event Monitoring
Streaming API Versions 23.0 Through 36.0 Are Being Retired

Streaming API versions 23.0 through 36.0 are scheduled for retirement in Winter ’25. They’re deprecated and no longer supported. We
strongly recommend that you use a recent Streaming API version or a version that’s greater or equal to version 37.0, which corresponds
to Durable Streaming. The newer Streaming API versions are maintained with product enhancements and bug fixes.
SEE ALSO:
Knowledge Article: Streaming API Versions 23.0 through 36.0 Retirement
Event Bus
Resume your Pub/Sub API subscriptions with managed event subscriptions (beta). Benefit from expanded regional processing for
Pub/Sub API and Event Relay.
Manage Your Event Subscriptions with Pub/Sub API (Beta)

Use managed event subscriptions to track the events that a subscriber client consumed and to resume a subscription from where
it left off after a client disconnects. When you resubscribe with the new ManagedSubscribe RPC method, the subscription
resumes after the last Replay ID that the client successfully committed on the server. You can subscribe to platform events and
change events, custom platform event channels and change data capture channels, and the standard change data capture channel
(ChangeEvents). After the initial subscription call, commit the Replay ID of the event you last processed every time you receive
a batch of events.
Expanded Regional Processing for the Pub/Sub API Global Endpoint
We added a new region for routing and processing Pub/Sub API requests for the global endpoint:
api.pubsub.salesforce.com:{port}. The Pub/Sub API service can now process requests in the new India region, in
addition to the United States and the European Union. The new region helps improve API request latency.
Expanded Regional Processing for Event Relays
The Event Relay service now processes events in the new European Union region. Previously, the service processed events only in
the United States region. The addition of the new region helps improve latency for event processing.
Manage Your Event Subscriptions with Pub/Sub API (Beta)

Use managed event subscriptions to track the events that a subscriber client consumed and to resume a subscription from where it left
off after a client disconnects. When you resubscribe with the new ManagedSubscribe RPC method, the subscription resumes after
the last Replay ID that the client successfully committed on the server. You can subscribe to platform events and change events, custom
platform event channels and change data capture channels, and the standard change data capture channel (ChangeEvents). After
the initial subscription call, commit the Replay ID of the event you last processed every time you receive a batch of events.
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Salesforce Spring ’24 Release Notes Event Bus
Where: This change applies to Enterprise, Performance, Unlimited, and Developer editions. Pub/Sub API isn’t available in Non-Hyperforce
Public Cloud and Government Cloud.
When: This change is available after Spring ’24.
How: Managed subscriptions use configuration options that you set in ManagedEventSubscription using Tooling API or Metadata API.
As part of this change, the new bidirectional streaming ManagedSubscribe RPC method is available.
rpc ManagedSubscribe (stream ManagedFetchRequest) returns (stream ManagedFetchResponse)
In addition to the RPC method, these Protobuf messages are added.

• ManagedFetchRequest
• ManagedFetchResponse
• CommitReplayRequest
• CommitReplayResponse
The client calls ManagedSubscribe to subscribe using the ID of ManagedEventSubscription. A subscription ID is unique per client
and can’t be shared with other clients for the same Salesforce org. Subscriptions in Pub/Sub API are pull-based, so clients specify the
number of events to request in ManagedFetchRequest. The events are returned in ManagedFetchResponse. A client commits a Replay
ID by setting the CommitReplayRequest field in ManagedFetchRequest.
SEE ALSO:
Metadata API Developer Guide: ManagedEventSubscription (can be outdated or unavailable during release preview)
Tooling API Developer Guide: ManagedEventSubscription (can be outdated or unavailable during release preview)
Expanded Regional Processing for the Pub/Sub API Global Endpoint

We added a new region for routing and processing Pub/Sub API requests for the global endpoint:
api.pubsub.salesforce.com:{port}. The Pub/Sub API service can now process requests in the new India region, in addition
to the United States and the European Union. The new region helps improve API request latency.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. Pub/Sub API isn’t
available in Non-Hyperforce Public Cloud and Government Cloud.
SEE ALSO:
Pub/Sub API Documentation: AWS Regions
Expanded Regional Processing for Event Relays

The Event Relay service now processes events in the new European Union region. Previously, the service processed events only in the
United States region. The addition of the new region helps improve latency for event processing.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions. Event Relay isn’t available in
Non-Hyperforce Public Cloud and Government Cloud.
SEE ALSO:
Salesforce Help: Event Relay Considerations
199
Salesforce Spring ’24 Release Notes New and Changed Items for Developers
New and Changed Items for Developers

Here is where you can find new and changed objects, calls, classes, components, commands, and more that help you customize Salesforce
features.
Lightning Components: New and Changed Items

Build UI easily with these new and changed resources.
These classes, enums, and interfaces are new or have changes.
ConnectApi (Connect in Apex): New and Changed Classes and Enums
Create custom experiences in Salesforce using Connect in Apex.
API: New and Changed Items
Access more data objects and metadata types in API version 60.0.
Lightning Components: New and Changed Items

Build UI easily with these new and changed resources.

Build UI easily with these new and changed components.
New and Changed Modules for Lightning Web Components
Do more with Lightning web components by using modules.
New and Changed Aura Components

New Components
These components are new and require API version 60.0 or later.
wave-wave-dashboard-lwc (Beta)
Embeds CRM Analytics dashboards in Lightning Experience pages, like Home, Accounts, or Opportunities, and in other Lightning
web components. It displays interactive dashboards with parameters for customizations like header and title visibility.
Changed Lightning Web Components

These components have changed.
lightning-datatable
This attribute is new.
200
• wrap-table-header—Specifies that the header text for each table column wraps if it doesn’t fit within the column width.
Up to three lines of wrapped text display and the remaining text is truncated. The default value is false.
The lightning-datatable component supports a custom data source component that you can create and use as a child
component to pass custom data types through a customdatatypes slot. When you use this feature, custom data types can
be determined dynamically at run time based on context. For example, you can pass one set of data types when the datatable
displays a list of Accounts and another set when it displays a list of Contacts. See Create a Custom Data Type in Lightning Web
Components Developer Guide (can be outdated or unavailable during release preview).
lightning-input
• role—Creates an accessible combo box using lightning-input instead of the lightning-combobox component
or a custom component. Set role="combobox" and type="text" to create a combo box. The only valid value for
role is combobox.
See Component Reference: lightning-input.
These accessibility behaviors are new or changed.
• These aria attributes are passed down for these input types: checkbox, checkbox-button, email, file, number,
password, range, search, tel, text, toggle, and url.
– aria-keyshortcuts
– aria-disabled
– aria-roledescription
– aria-autocomplete
– aria-expanded
• This attribute was removed for these input types: checkbox, checkbox-button, color, email, file, number,
password, radio, range, search, tel, text, toggle, and url.
– role=”alert”
lightning-input-field
These behaviors are new.
• Supports use in orgs that have enabled multiple currencies.
• Fields for currency values no longer display a currency symbol. They are formatted as decimal numbers.
lightning-modal
The rules to determine where to place focus in a modal have changed.
• When a header is present, the component places the focus on the title text in the header.
• When a header isn’t present, the component places the focus on the first interactive element in the modal body, such as a link,
button, or input field.
• When the modal body doesn’t have interactive elements, or the only interactive element is a tooltip, the component places
focus on the close button.
Previously, when a modal was launched, the focus was on the first interactive element in the modal body, such as a button, link, or
input field.
lightning-pill
These accessibility behaviors are changed.
• Keyboard navigation uses only the Tab key between focusable elements, not arrow keys.
201
• When a pill’s remove button has focus, only the Enter key and the Spacebar can activate it to remove the pill. Previously, the
Delete and Backspace keys also worked to remove the pill.
lightning-pill-container
• href—Adds a link to a pill in the container.
These accessibility behaviors are changed.
• Keyboard navigation uses only the Tab key between focusable elements, not arrow keys.
• When a pill’s remove button has focus, only the Enter key and the Spacebar can activate it to remove the pill. Previously, the
Delete and Backspace keys also worked to remove the pill.
lightning-record-form
These behaviors are new.
• Supports use in orgs that have enabled multiple currencies.
• Fields for currency values no longer display a currency symbol. They are formatted as decimal numbers.
lightning-record-picker
These attributes are new.
• field-level-help—Help text that details the purpose and function of the record picker component. The text displays
on hover for desktop and on click for mobile experiences.
• disabled—When this attribute is present, the component is disabled and you cannot interact it.
The display-info attribute has a new property in the referenced object.
• primaryField—Specifies the first field to display in a record suggestion. The default is the Name field.
See Search for Records with the Lightning Record Picker Component (Generally Available).
lightning-tabset
These attributes are new.
• heading-label—Specifies text to use as custom assistive text for the tabset heading. The text is placed in a div element
with role=heading and aria-level=2. The default assistive text is Tabs in an h2 element.
• heading-level—Specifies the value to pass to aria-level when you specify heading-label. Accepts values
from 1 to 6. The default value is 2.
• heading-visible—Determines whether the text that’s passed with the heading-label attribute is visible above the
tabset. The default value is false.
These accessibility behaviors are new or changed.
• New attributes for headings enable customized assistive text for tabset headings.
• We changed keyboard navigation within the tabset. You can use the Tab and arrow keys to navigate to the More menu that’s
created when the viewport is too narrow to show all the tabs. Previously, only the Tab key could move the focus to the More
menu.
SEE ALSO:
Component Library
New and Changed Modules for Lightning Web Components

Do more with Lightning web components by using modules.
202
New Modules
This module is now available.
lightning/industriesEducationPublicApi
Use the Industries Education Public API to match a mentor with a mentee and create related records in Education Cloud. The public
API updates Benefit Assignment records with Provider lookup and creates Contact Contact Relationship and Party Role Relationship
records for Mentoring participants.
This module provides a new method.
• postBenefitAssignment—Update Mentoring records in Education Cloud.
See Component Reference: Industries Education Public API (can be outdated or unavailable during release preview)
Changed Modules
These modules have new, changed, or deprecated wire adapters and JavaScript functions.
lightning/navigation
The replace property in [NavigationMixin.Navigate](pageReference, [replace]) has changes for quick
action navigation, such as when using a record create page as a page reference.
• When replace is false (default), saving a new record via a modal returns you to the previous record page. For example,
if you created a contact via a quick action modal on an account record page, you’re returned to the account record page that
triggered the quick action.
• When replace is true, post-save navigation occurs when you save a new record. For example, if you created a new contact
via a quick action modal on an account record page, you’re redirected to the record page of the newly created contact after
saving.
lightning/logger (Generally Available)
Logs messages to a new EventLogFile event type called Lightning Logger Event for use with Event Monitoring. See Monitor Component
Events with Custom Component Instrumentation API (Generally Available)
lightning/platformWorkspaceApi (Generally Available)
Use the LWC Workspace API to control workspace tabs and subtabs from your custom components. To use
lightning/platformWorkspaceApi, enable Lightning Web Security. Lightning Locker doesn’t support
lightning/platformWorkspaceApi. For more information, see Control Workspace Tabs and Subtabs (Generally Available).
SEE ALSO:
Component Library
New and Changed Aura Components

Changed Aura Components

This component has changed.
lightning:navigation
The replace property in navigate(pageReference, replace) has changes for quick action navigation, such as
when using a record create page as a page reference.
203
• When replace is false (default), saving a new record via a modal returns you to the previous record page. For example,
if you created a contact via a quick action modal on an account record page, you’re returned to the account record page that
triggered the quick action.
• When replace is true, post-save navigation occurs when you save a new record. For example, if you created a new contact
via a quick action modal on an account record page, you’re redirected to the record page of the newly created contact after
saving.
SEE ALSO:
Component Library
Lightning Web Components Developer Guide
Lightning Aura Components Developer Guide

These classes, enums, and interfaces are new or have changes.
For more information on these enhancements, see the Apex Developer Guide and the Apex Reference Guide.
Auth Namespace
The Auth namespace has these new or changed classes, methods, interfaces, enums, or exceptions.
IsvPartners Namespace
The new IsvPartners namespace contains methods to help with AppExchange App Analytics use cases.
ConnectApi Namespace
The ConnectApi namespace (Connect in Apex) has new or changed classes, methods, or enums.
System Namespace
The System namespace has these new or changed classes, methods, interfaces, enums, or exceptions.
Compression Namespace (Developer Preview)
The new Compression namespace is used to generate and extract compressed files. It has these classes and enums.
FormulaEval Namespace (Developer Preview)
The new FormulaEval namespace is used to evaluate dynamic formulas in Apex. It has these classes and enums.
SEE ALSO:
Apex: New Features
Auth Namespace
The Auth namespace has these new or changed classes, methods, interfaces, enums, or exceptions.
New Classes
Validate tokens from an external identity provider and map them to Salesforce users during the OAuth 2.0 token exchange
flow
These are highlights of some of the methods in the new Auth.Oauth2TokenExchangeHandler class. Use the
validateIncomingToken (appDeveloperName, appType, incomingToken, tokenType) method to
validate tokens from the identity provider, including access tokens, refresh tokens, ID tokens, SAML 2.0 assertions, and JSON Web
204
Tokens (JWTs). Use the getUserForTokenSubject (networkId, result, canCreateUser,

appDeveloperName, appType) method to map the incoming token’s subject to a Salesforce user.
Validate JSON Web Tokens (JWTs) during the token exchange flow
These are highlights of some of the methods in the new Auth.JWTUtil class. Use the
parseJWTFromStringWithoutValidation (incomingJWT) method to parse a JWT into a header, payload, and
signature. Use the validateJWTWithKeysEndpoint (incomingJWT, keysEndpoint, shouldUseCache)
method to validate a JWT with a callout to a remote JSON Web Key Set (JWKS) endpoint on your identity provider.
Retrieve the result of token validation during the token exchange flow
These are highlights of some of the methods in the new Auth.TokenValidationResult class. Use the
TokenValidationResult (isValid, data, userData, token, tokenType, customErrorMsg)
constructor to set up a token validation result. Use the getUserData() method to get information about the user from the
identity provider.
Revoke or delete Salesforce-issued opaque OAuth tokens
Use the revokeToken (type, AuthToken) method in the new Auth.OauthToken class.
New Enums
Specify the type of token passed from the identity provider into the
Oauth2TokenExchangeHandler.validateIncomingToken method
Use the new Auth.OAuth2TokenExchangeType enum.
Specify the Salesforce app integration framework in the Oauth2TokenExchangeHandler.validateIncomingToken
method
Use the new Auth.IntegratingAppType enum.
Specify the type of OAuth token that’s being revoked in the OauthToken.revokeToken method
Use the new Auth.OauthTokenType enum.
New Exceptions
Throw an exception for JWT validation errors during the token exchange flow
Use the new Auth.JWTValidationException exception.
IsvPartners Namespace
The new IsvPartners namespace contains methods to help with AppExchange App Analytics use cases.
New Class
Contains methods to help with AppExchange App Analytics use cases
Use the logCustomInteraction(interactionLabel), logCustomInteraction(interactionLabel,
interactionId), and logCustomInteraction(interactionLabel, interactionUuid) overload methods
in the AppAnalytics class.
SEE ALSO:
Salesforce Apex Reference Guide: IsvPartners Namespace
205
ConnectApi Namespace
The ConnectApi namespace (Connect in Apex) has new or changed classes, methods, or enums.
Many Connect REST API resource actions are exposed as static methods on Apex classes in the ConnectApi namespace. These
methods use other ConnectApi classes to input and return information. The ConnectApi namespace is referred to as Connect
in Apex.
For the new and changed ConnectApi classes, methods, and enums, see ConnectApi (Connect in Apex): New and Changed Classes and
Enums .
System Namespace
The System namespace has these new or changed classes, methods, interfaces, enums, or exceptions.
New Classes
Generate a version 4 universally unique identifier (UUID)
Use the randomUUID() method in the UUID class.
New or Changed Methods in Existing Classes

See improved validation in DML with external objects
There are new validation checks for non-external objects in Database.insertImmediate()
and Database.insertAsync() methods.
Explicitly release savepoints before making a desired callout
Use the new Database.releaseSavepoint method.
Get the hostname for your Salesforce Setup pages
Use the new DomainCreator.getSetupHostname() method.
See improved validation in Type class methods
Using an invalid namespace while calling the Type.forName() method now returns a null.
Get the current unique visitor ID (UVID) for a guest user
Use the new UserInfo.getCurrentUvid() method.
New Enums
Get the execution type for all events that haven’t been assigned a descriptive quiddity
Use the new Undefined(UD) default value in the System.Quiddity enum.
Changed Enums
Identify domains that host Salesforce Setup pages
When you parse a domain through the System.DomainParser class, the new SETUP_DOMAIN System.DomainType
enum value represents a domain that hosts Salesforce Setup pages.
Compression Namespace (Developer Preview)

The new Compression namespace is used to generate and extract compressed files. It has these classes and enums.
206
New Classes
Compress the zip entries and generate an Apex blob that contains the bytes of the compression operation
Use the getArchive() method in the ZipWriter class.
Extract bytes from a specified zip entry
Use the extract(ZipEntry entry) or extract(String name) methods in the ZipReader class.
Get information about a single file in a zip file
Use the getcontent(), getName(), getCompressedSize(), and other methods in the ZipEntry class.
New Enums
Set the compression level when creating a zip file
Use the new Level enum.
Specify the compression method for the zip entries
Use the new Method enum.
New Exception
Catch exceptions in compression operations
Use the new compression.ZipException exception.
FormulaEval Namespace (Developer Preview)

The new FormulaEval namespace is used to evaluate dynamic formulas in Apex. It has these classes and enums.
New Classes
Specify the formula text, return type, and context object type to build a formula
Use the withFormula(formulaText), withReturnType(returnType), and withType(contextType)
methods in the FormulaBuilder class.
Pass a global variable that references data in your org
Use the withGlobalVariables(formulaGlobals) method in the FormulaBuilder class.
Indicate whether a null for a numeric value is treated as zero
Use the treatNumericNullAsZero(treatNumericNullAsZero) method in the FormulaBuilder class.
Build and validate a formula expression
Use the builder() and build() methods in the FormulaBuilder class.
Evaluate a formula expression
Use the evaluate() method in the FormulaInstance class.
New Enums
Specify the return type in the withReturnType(returnType) method
Use the new FormulaReturnType enum.
Specify a global variable that references data in your org in the withGlobalVariables(formulaGlobals) method
Use the new FormulaGlobal enum.
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Create custom experiences in Salesforce using Connect in Apex.
Many Connect REST API resource actions are exposed as static methods on Apex classes in the ConnectApi namespace. These
methods use other ConnectApi classes to input and return information. The ConnectApi namespace is referred to as Connect
in Apex.
New and Changed Connect in Apex Classes

These classes are new and changed.
Changed Connect in Apex Input Classes
These input classes have changes.
Changed Connect in Apex Output Classes
These output classes have changes.
Changed Connect in Apex Enums
These enums have changes.
SEE ALSO:
Connect REST API
Apex Reference Guide: ConnectApi Namespace
Connect REST API Developer Guide
New and Changed Connect in Apex Classes

These classes are new and changed.
Chatter Feeds
These changed methods are in the ChatterFeeds class.
Isolated feed elements and comments are visible only to admins.
Get the isolated feed, get feed elements from the isolated feed, get the isolated feed with feed elements, and search feed
elements in the isolated feed
Some overloads of these methods support isolated feeds, posts, and comments. See the Apex Reference Guide for more information.
• getFeed()
• getFeedElementsFromFeed()
• getFeedWithFeedElements()
• searchFeedElementsInFeed()
Commerce
These new methods are in the ConnectApi.CommerceCart class.
Clone template carts so customers can check out with Pay Now
• cloneCart(webstoreId, activeCartOrId, targetEffectiveAccountId, targetType)
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Get cart items of a specific product

• getProductCartItem(webstoreId, effectiveAccountId, activeCartOrId, productId,
currencyIsoCode)
New output class: ConnectApi.ProductCartItem
Get cart items sorted by product ID
• getProductCartItems(webstoreId, effectiveAccountId, activeCartOrId, pageSize,
pageNumber, currencyIsoCode)
New output class: ConnectApi.ProductCartItemCollection
Preserve cart contents when a guest customer logs in
• preserveGuestCart(webstoreId, effectiveAccountId, activeCartOrId, currencyIsoCode)
New output class: ConnectApi.PreserveCart
Salesforce CMS
These new methods are in the ConnectApi.ManagedContent class.
Publish content
• publish(publishInput)
New input class: ConnectApi.ManagedContentPublishInput
New output class: ConnectApi.ManagedContentPublishOutput
Unpublish content
• unpublish(unpublishInput)
New input class: ConnectApi.ManagedContentUnpublishInput
New output class: ConnectApi.ManagedContentUnpublishOutput
Create managed content
• createManagedContent(ManagedContentInputParam)
• createManagedContentWithMedia(ManagedContentInputParam, contentData)
New input class: ConnectApi.ManagedContentDocumentInput
New output class: ConnectApi.ManagedContentDocument
Replace a managed content variant
• replaceManagedContentVariant(variantId, ManagedContentVariantInputParam)
• replaceManagedContentVariantWithMedia(variantId, ManagedContentVariantInputParam,
contentData)
New input class: ConnectApi.ManagedContentVariantUpdateInput
New output class: ConnectApi.ManagedContentVariant
Delete a managed content variant
• deleteManagedContentVariant(variantId)
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Changed Connect in Apex Input Classes

These input classes have changes.
Commerce
ConnectApi.OCIFulfillReservationInputRepresentation
This input class has this new property.
• reservationId—The ID of the inventory reservation.
ConnectApi.OCIFulfillReservationSingleInputRepresentation
ConnectApi.OCIReleaseReservationInputRepresentation
ConnectApi.OCIReleaseReservationSingleInputRepresentation
ConnectApi.OCITransferReservationInputRepresentation
ConnectApi.OCITransferReservationSingleInputRepresentation
Changed Connect in Apex Output Classes

These output classes have changes.
Commerce
ConnectApi.AbstractCartItem
This output class has this new property.
• cartDeliveryGroupId—ID of the delivery group.
ConnectApi.CartItemCollection
• currentPage—Current page of cart items.
• totalItemCount—Total count of line items, of the type Product, in the cart.
• totalNumberOfPages—Total number of pages for the given page size.
ConnectApi.CartSummary
• totalProductLineItemCount—Total count of line items, of the type Product, in the cart.
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Salesforce CMS
ConnectApi.ManagedContentSpace
• isEnhancedSpace—Specifies whether the space is enhanced (true) or not (false).
Changed Connect in Apex Enums

These enums have changes.
For information about these enums, see ConnectApi Enums in the Apex Reference Guide.
ConnectApi.CartType
This enum has this new value.
• PayNowReadOnly—Clone of a Template cart that the customer can check out with using Pay Now.
ConnectApi.CredentialAuthenticationProtocol
• Basic—Basic authentication.
ConnectApi.CredentialAuthenticationProtocolVariant
• ClientCredentialsClientSecretBasic—OAuth 2.0 Client Credentials client secret. Client secrets are sent in the
callout’s authorization header, as with Basic authentication.
ConnectApi.FeedEntityStatus
• Isolated—The feed post or comment is isolated, and only admins can see it.
ConnectApi.FeedType
• Isolated—Contains all the feed items and comments that are isolated.
API: New and Changed Items

Access more data objects and metadata types in API version 60.0.

Access more data through these new and changed standard objects.
New and Changed Standard Platform Events
Receive real-time notifications from Salesforce by subscribing to the channels of these new and changed standard platform events.
Bulk API 2.0
Connect REST API
Integrate mobile apps, intranet sites, and third-party web applications with Salesforce using Connect REST API.
CRM Analytics REST API
Using the CRM Analytics REST API, retrieve events for dataflow jobs, use new forecasting and Data Cloud steps and custom component
layouts in dashboards.
211
Invocable Actions
Invocable Actions represent the actions that can be accomplished on Salesforce with APIs.
Metadata API
Access more metadata through these new and changed metadata types.
REST API
These calls are new, changed, or deprecated in Platform REST API version 60.0.
Tooling API New and Changed Objects
Access more metadata through these new and changed Tooling API objects.
User Interface API
Get a quick action layout for a specified record type, get lookup field suggestions with POST, and work with more objects.
GraphQL API
Return localized labels and get locale information for an object. Avoid naming collisions with object name suffixes. Referential
integrity is supported in aggregate queries. Get the number of records returned in a page of query results. Get displayable values
for polymorphic fields when querying records. Switch from record connection pagination to upper-bound limit pagination to retrieve
more than 4,000 records. Paginate through child relationships with an upper-bound limit.

Access more data through these new and changed standard objects.
Salesforce Overall
Specify whether an organization is external to the company
Use the new Type field on the InternalOrganizationUnit object.
Commerce
Get shipping details for a store that uses Salesforce shipping rates
Use the new ShippingConfigurationSet, ShippingRateArea, ShippingRateGroup, and StandardShippingRate objects.
Preserve cart contents when guests log in to the store
Use the new OptionsPreserveGuestCartEnabled field on the WebStore object.
Experience Cloud
REMOVED: The ManagedContentInfo object is removed.
The ManagedContentInfo object is removed in API version 57.0 and later. Instead, use the ManagedContent object.
Isolate feed items so they’re only visible to admins
Use the new Isolated value on the existing Status field on the FeedItem object.
Isolate comments so they’re only visible to admins
Use the new Isolated value on the existing Status field on the FeedComment object.
Revenue
See which assets are part of the same bundle
Use the new GroupingKey field on the AssetRelationship object.
212
See which component attributes are associated with a bundled product

Use the new ProductRelatedComponent field on the AssetRelationship object.
Sales
Let forecast managers and forecast owners adjust forecast values
Use the new HasAdjustments and HasOwnerAdjustments fields on the existing ForecastingType object.
Specify how to group forecast totals for a forecast type
Use the new ForecastingGroup and ForecastingGroupItem objects to identify forecast groups and their values based on custom
single-selection picklists. To identify the group assigned to the forecast type, use the new ForecastingGroupId field on the
existing ForecastingType object. To specify which value within a group applies to forecast data, use the new
ForecastingGroupItemId field on the existing ForecastingAdjustment, ForecastingCustomData, ForecastingItem,
ForecastingOwnerAdjustment, and ForecastingQuota objects.
Specify the time frame within which to search for activities in the Account Intelligence view
Use the new DATE_NONE, LAST_90_DAYS, LAST_180_DAYS, and LAST_365_DAYS values in the existing
DateLiteralType field on the PipelineInspectionListView object.
Specify the list view to see in the Account Intelligence view
Use the new MY_ACCOUNTS and MY_IMPORTANT_ACCOUNTS values in the existing ViewType field on the
PipelineInspectionListView object.
Salesforce Flow
View the logging data for a FlowOrchestrationInstance, FlowOrchestrationStageInstance, or FlowOrchestrationStepInstance
Use the new FlowOrchestrationLog object.
View whether a flow runs when a user submits data via a webform
Use the new Form enum value in the existing Type field on the existing FlowRecord object.
View the status of the flow interview when a flow version is paused.
Use the new VersionPaused enum value in the existing InterviewStatus field on the FlowInterview object.
View if a flow version is paused in a flow’s interview log
Use the new VersionPaused enum value in the existing InterviewStatus field on the existing FlowInterviewLog object.
View the number of entries in the flow
Use the new Entries field on the existing FlowRecordVersion object.
View the number of errors in the flow
Use the new Errors field on the existing FlowRecordVersion object.
View the number of exits from the flow
Use the new Exits field on the existing FlowRecordVersion object.
Specify if the flow is paused
Use the new IsPaused field on the existing FlowRecordVersion object.
View the date and time the flow was paused
Use the new PausedDate field on the existing FlowRecordVersion object.
View the user who paused the flow
Use the new PausingUser field on the existing FlowRecordVersion object.
View the reason the flow was paused
Use the new ReasonPaused field on the existing FlowRecordVersion object.
213
View the date and time the flow resumed

Use the new ResumedDate field on the existing FlowRecordVersion object.
View the user who resumed the flow
Use the new ResumingUser field on the existing FlowRecordVersion object.
View the date and time the flow started
Use the new ScheduledStartDate field on the existing FlowRecordVersion object.
View the API name of a category
Use the new FlowCategory field on the existing FlowRecord object.
View the API name of a subcategory
Use the new FlowSubcategory field on the existing FlowRecord object.
View the ID of the user who owns the flow
Use the new OwnerId field on the existing FlowRecord object.
View an instance of a recurring flow that runs on a schedule
Use the new FlowRecordVersionOccurrence object.
View a collection of fields to set up granular user permissions for access to a standard invocable action in Flow Builder
Use the new StandardInvocableActionType object.
Relate a service appointment to an attendee
Use the new ServiceAppointmentAttendee, ServiceAppointmentAttendeeFeed, ServiceAppointmentAttendeeHistory,
ServiceAppointmentAttendeeOwnerSharingRule, and ServiceAppointmentAttendeeShare objects.
Define the maximum number of appointments allowed for each time slot for a shift
Use the new MaxAppointments field on the ShiftWorkTopic object.
Identify an appointment as group or regular
Use the new AppointmentMode field on the ServiceAppointment object.
Define the number of attendees associated with the service appointment
Use the new AttendeeCount field on the ServiceAppointment object.
Define the maximum number of customers allowed to attend the service appointment
Use the new AttendeeLimit field on the ServiceAppointment object.
Define the date and time when the service appointment status changed to Checked In
Use the new CheckedInTime field on the ServiceAppointment object.
Security and Identity

Use Basic authentication to access external systems
Use the new Basic value in the existing Protocol field on the ExternalDataSource and ExternalDataUserAuth objects.
Review the content security policy (CSP) directives that are impacted by an upcoming change to system-managed trusted
URLs
Use the new CspViolation object.
Detect data access anomalies that are caused by guest user misconfiguration
Use the new GuestUserAnomalyEvent object.
Store the records of anomaly data access that is caused by guest user misconfiguration
Use the new GuestUserAnomalyEventStore object.
214
Audit and update encryption root keys store in third-party key stores
Use the new ExternalEncryptionRootKey object.
Store organization metric details for guest user anomaly events detected by Threat Detection
Use the new TenantSecurityGuestUserAnomaly object.
Link the metric count and metric drill down in Security Center
Use the TenantSecurityMetricDetailLink object. Introduced in API version 48.0, this object has been added to the Object Reference
for the Salesforce Platform.
Enable email template allowlisting for the Headless Forgot Password Flow
Use the new IsForgotPwdEmailTemplateAllowlistingEnabled field on the existing NetworkAuthApiSettings
object.
Create an email template allowlist for the Headless Registration Flow, Headless Passwordless Login Flow, and Headless
Forgot Password Flow
Use the new NetworkEmailTmplAllowlist object.
Set up passwordless login and registration via Universal Registration API
Use the new IsUniversalClientRgstrAllowed field on the existing NetworkAuthApiSettings object.
See whether the OAuth 2.0 token exchange flow is enabled
Use the new OptionsTokenExchangeManageBitEnabled field on the existing ConnectedApplication object.
Create an OAuth token exchange handler
Use the new OauthTokenExchangeHandler and OauthTokenExchHandlerApp objects.
See when an OAuth token exchange handler was used to grant a user a Salesforce access token
Use the new AUTHENTICATION_SERVICE_ID field on the existing Login Event Type.
Service
Configure tabs and tab order in Omni Supervisor
Use the new OmniSupervisorConfigTab object to customize visible tabs in Omni Supervisor.
Assign an eligibility rule to a service catalog item
Use the new SvcCatalogCategoryItem object.
New and Changed Standard Platform Events

Receive real-time notifications from Salesforce by subscribing to the channels of these new and changed standard platform events.
Notify subscribers when a first bill payment is set up
Enable B2B Commerce or D2C Commerce and make FirstBillPaymentSetupEvent available for subscribers.

Receive notifications when a user unsubscribes from all communications on a preference form
Subscribe to the new ConsentUnsubscribeAllEvent platform event.
Bulk API 2.0

215
Retrieve PK Chunking Supportability With a Query Instead of Referencing Documentation

Bulk API 2.0’s “Get Job Info Query” API returns a new Boolean field, isPkChunkingSupported. This field indicates whether PK
chunking is supported for the object being queried (true) or not (false). Previously, you referred to the Salesforce Bulk API 2.0
documentation to look up whether PK chunking is supported for an object.
In Winter ’24, the number of objects for which PK chunking is supported in Bulk API 2.0 Query increased into the thousands. Adding
this API call provides a scalable mechanism for retrieving this information easily so you don’t have to look through pages of developer
documentation.
SEE ALSO:
Salesforce Bulk API 2.0 and Bulk API Developer Guide: Get Information About a Query Job
Salesforce Release Notes (Winter ’24): Use Thousands of PK Chunking Enabled Objects with Bulk API 2.0
Connect REST API

Integrate mobile apps, intranet sites, and third-party web applications with Salesforce using Connect REST API.
New and Changed Connect REST API Resources

These resources are new or have changes.
Changed Connect REST API Request Bodies
These request bodies have changes.
Changed Connect REST API Response Bodies
These response bodies have changes.
SEE ALSO:
Connect REST API Developer Guide
Apex Reference Guide: ConnectApi Namespace
New and Changed Connect REST API Resources

Chatter
Isolated feed elements and comments are visible only to admins.
Get the URL to the isolated feed and a page of isolated feed elements
Make a GET request to the new /chatter/feeds/isolated resource.
Get the URL to the isolated feed and a page of isolated feed elements in a community
Make a GET request to the new /connect/communities/communityId/chatter/feeds/isolated resource.
Get all the isolated feed elements and comments
Make a GET request to the new /chatter/feeds/isolated/feed-elements resource.
Get all the isolated feed elements and comments in a community
Make a GET request to the new
/connect/communities/communityId/chatter/feeds/isolated/feed-elements resource.
216
Commerce
Clone template carts so customers can check out with Pay Now
Make a POST request to the new /commerce/webstores/webstoreId/carts/cartStateOrId/actions/clone
resource.
Preserve cart contents when a guest customer logs in
Make a POST request to the new
/commerce/webstores/webstoreId/carts/cartStateOrId/actions/preserve resource.
New response body: Preserve Cart Output
Request a specific page number of cart items
Make a GET request to the existing /commerce/webstores/webstoreId/carts/cartStateOrId/cart-items
resource.
New request parameter: pageNumber
Get or create a list of delivery groups for a cart
Make a GET or POST request to the new
/commerce/webstores/webstoreId/carts/cartStateOrId/delivery-groups resource.
Get, delete, or update a delivery group in a cart
Make a DELETE, GET, or PATCH request to the
/commerce/webstores/webstoreId/carts/cartStateOrId/delivery-groups/deliveryGroupId
resource.
Get the items in a cart, sorted by product ID
Make a GET request to the new /commerce/webstores/webstoreId/carts/cartStateOrId/products resource.
New response body: Product Cart Item Collection
Get cart items of a specific product
Make a GET request to the new
/commerce/webstores/webstoreId/carts/cartStateOrId/products/productId resource.
New response body: Product Cart Item
Data Cloud
Get a list of data transforms
Make a GET request to the new /ssot/data-transforms/ resource.
New response body: Data Transform Collection Output
Create a data transform
Make a POST request to the new /ssot/data-transforms/ resource.
New request body: Data Transform Input
New response body: Data Transform Output
Delete a data transform
Make a DELETE request to the new /ssot/data-transforms/dataTransformNameOrId resource.
Get a data transform
Make a GET request to the new /ssot/data-transforms/dataTransformNameOrId resource.
Update a new data transform
Make a PUT request to the new /ssot/data-transforms/dataTransformNameOrId resource.
217
New request body: Data Transform Input

Cancel a data transform
Make a POST request to the new /ssot/data-transforms/dataTransformNameOrId/actions/cancel resource.
New response body: Data Transform Action Response Output
Refresh the status of a data transform
Make a POST request to the new
/ssot/data-transforms/dataTransformNameOrId/actions/refresh-status resource.
Retry a data transform
Make a POST request to the new /ssot/data-transforms/dataTransformNameOrId/actions/retry resource.
Run a data transform
Make a POST request to the new /ssot/data-transforms/dataTransformNameOrId/actions/run resource.
Get a data transform’s schedule
Make a GET request to the new /ssot/data-transforms/dataTransformNameOrId/schedule resource.
New response body: Schedule Output
Update a data transform’s schedule
Make a PUT request to the new /ssot/data-transforms/dataTransformNameOrId/schedule resource.
New request body: Schedule Input
New response body: Schedule Output
Platform
Get a list of your custom domains
Make a GET request to the new /connect/custom-domain/domains resource.
New response body: Custom Domain Collection
Get information about a specified custom domain
Make a GET request to the new /connect/custom-domain/domains/domainId resource.
New response body: Custom Domain
OAuth Credentials
Get OAuth credentials for all consumers associated with an external client app using the app ID
Make a GET request to the new /apps/oauth/credentials/appIdentifier resource.
New response body: App OAuth Credentials Collection
Get an OAuth consumer’s key, secret, or both for an external client app with the consumer ID
Make a GET request to the new /apps/oauth/credentials/appIdentifier/oauthConsumerIdentifier
resource.
Optional request parameter: part. Specify key, secret, or keyandsecret. If unspecified, only the key is returned.
New response body: App OAuth Credentials
218
Salesforce Files
Get a streamed rendition of an asset file in a specific format
Make a GET request to the existing /connect/file-assets/fullyQualifiedName/rendition resource.
New request parameter: format. Specify jpg or png. If unspecified, BMP and JPG files default to JPG, and PNG files default to
PNG.
Changed Connect REST API Request Bodies

Commerce
OCI Fulfill Reservation Input
This request body has this new property.
OCI Fulfill Reservation Single Input
OCI Release Reservation Input
OCI Release Reservation Single Input
OCI Transfer Reservation Input
OCI Transfer Reservation Single Input
Salesforce CMS
Managed Content Input
This request body has this changed property.
• contentBody—This property’s type is now Managed Content Body Input.
Managed Content Variant Input
This request body has this changed property.
• contentBody—This property’s type is now Managed Content Body Input.

219
Commerce
Cart Item
This response body has this new property.
Cart Item Collection
This response body has these new properties.
• currentPage—Current page of cart items.
• totalItemCount—Total number of unique products in the cart.
• totalNumberOfPages—Total number of pages for the given page size.
Cart Item Without Price
Cart Summary
• totalProductLineItemCount—Total count of line items, of the type Product, in the cart.
Delivery Group
• cartId—ID of the cart.
• cartItems—List of cart items..
• isDefault—List of cart items.
• name—ID of the delivery group..
Lists
List Share
• apiName—API name for the group or role.
Salesforce CMS
Managed Content Space
• isEnhancedSpace—Specifies whether the space is enhanced (true) or not (false).
CRM Analytics REST API

Using the CRM Analytics REST API, retrieve events for dataflow jobs, use new forecasting and Data Cloud steps and custom component
layouts in dashboards.
New and Changed CRM Analytics REST API Resources

Changed CRM Analytics REST API Request Bodies
220
Changed CRM Analytics REST API Response Bodies

New and Changed CRM Analytics REST API Resources

Delete a template mapping
Make a DELETE request to the new /wave/template/mappings resource.
Request parameters: datasetDmoMappingId
Use the new CDP Step in dashboards
Make a GET request to the /wave/dashboards/dashboardIdOrApiName resource.
Response body includes new Cdp Step representation.
Create new CDP Steps in dashboards
Make a POST request to the /wave/dashboards resource or a PATCH request to
/wave/dashboards/dashboardIdOrApiName resource.
Request body includes the new Cdp Step Input representation.
Use the new Custom Component Layout in dashboards
Response body includes the new Custom Component Layout and Custom Component Layout Variable representations.
Use the new Forecasting Step in dashboards
Response body includes the new Forecasting Step and Forecasting Step Query representations.
Create new Forecasting Step in dashboards
Request body includes the new Forecasting Step Input and Forecasting Step Query Input representations.
Use the new Interaction Reset Action in dashboards
Response body includes the new Interaction Reset Action representation.
Create new Interaction Reset Action in dashboards
Request body includes the new Interaction Reset Action Input representation.
Changed CRM Analytics REST API Request Bodies

Dataset Dmo Mapping Input
The request body has this new property.
• datasetConversion — The conversion metadata for the dataset.
Replicated Dataset Input
221
• parquetOutputEnabled — Indicates whether to provide output in Parquet format (true) or not (false).
Text Widget Parameters Input
• textOverflow — The scaling measure. Valid values are Truncate and Wrap.
Changed CRM Analytics REST API Response Bodies

Analytics Asset
The response body has this new property.
• owner — The owner of the asset.
Dataflow Job
• events — A collection of job events.
Dataset Dmo Mapping
• datasetConversion — The conversion metadata for the dataset.
Replicated Dataset
• parquetOutputEnabled — Indicates whether to provide output in Parquet format (true) or not (false).
Template Validate
• state — A map of the context values containing results from the validation call.
Text Widget Parameters
• textOverflow — The scaling measure. Valid values are Truncate and Wrap.
Variable Tile Item
• visibility — The visibility expression for the tile.
Wave Features
• canUseJSLayoutOnMobile — Indicates whether the org has JavaScript layouts for dashboards on mobile enabled
(true) or not (false).
• orgHasTableauSeamlessAuth — Indicates whether the org has seamless authorization for Tableau enabled (true)
or not (false).
Wave Folder Share
• uniqueName — The unique name of the entity that the folder is shared with, only applicable to the user.
222
Invocable Actions
Invocable Actions represent the actions that can be accomplished on Salesforce with APIs.
Invocable actions are available through REST API. The following action has changed:
Get items in a cart
Use the new getCartItems action.
Get promotions associated with a cart
Use the new getCartPromotions action.
Preview an exchange order
Use the new previewCartToExchangeOrder action.
Submit an exchange order
Use the new submitCartToExchangeOrder action.
For more information on invocable actions, see the Actions Developer’s Guide.
Metadata API
Customization
Enable natural language search for Einstein Search
Use the new enableEinsteinSearchNaturalLanguage field on the existing SearchSettings metadata type. Introduced
in API version 50.0, this field has been added to the Metadata API Developer Guide.
Enable the Einstein Search experience
Use the new enableEinsteinSearchAssistantDialog field on the existing SearchSettings metadata type. Introduced
in API version 50.0, this field has been added to the Metadata API Developer Guide.
Create and manage user access policies through an improved user interface (beta)
Use the new enableEnhcUiUserAccessPolicies field on the existing UserManagementSettings metadata type.
Note: This feature is a Beta Service. Customer can opt to try such a Beta Service in its sole discretion. Any use of the Beta
Service is subject to the applicable Beta Services Terms provided at Agreements and Terms.
Development
Disable the collection of AppExchange App Analytics usage data on installed managed packages in your org
Use the new enableAppAnalyticsOptOut field on the AppAnalyticsSettings metadata type.
Store configuration options for a Pub/Sub API managed event subscription (beta)
Use the new ManagedEventSubscription metadata type.
Note: This feature is a Beta Service. Customer can opt to try such a Beta Service in its sole discretion. Any use of the Beta
Service is subject to the applicable Beta Services Terms provided at Agreements and Terms.
Outcome Management
Define the ID of an indicator performance period record that Outcome Management uses to calculate results
Use the new IndicatorResultFlow value in the existing processType field on the Flow metadata type.
223
Salesforce Flow
Publish a content variant in a Salesforce CMS workflow
Use the new managedContentPublishVariant value, which is in the existing actionType field on the existing Flow
metadata type. Introduced in API version 59.0, this value has been added to the Metadata API Developer Guide
Unpublish a content variant in a Salesforce CMS workflow
Use the new managedContentUnpublishVariant value, which is in the existing actionType field on the existing
Flow metadata type. Introduced in API version 59.0, this value has been added to the Metadata API Developer Guide
Set the lock status of a content variant in a Salesforce CMS workflow
Use the new managedContentVariantSetLockStatus value, which is in the existing actionType field on the
existing Flow metadata type. Introduced in API version 58.0, this value has been added to the Metadata API Developer Guide
Set the ready status of a content variant in a Salesforce CMS workflow
Use the new managedContentVariantSetReadyStatus value, which is in the existing actionType field on the
existing Flow metadata type. Introduced in API version 58.0, this value has been added to the Metadata API Developer Guide
Assign a content variant to a role in a Salesforce CMS workflow
Use the new managedContentRoleStepInteractive value, which is in the existing actionType field on the existing
Flow metadata type. Introduced in API version 58.0, this value has been added to the Metadata API Developer Guide
Run an event-triggered flow as the triggering user or the default workflow user
Use the new flowRunAsUser field on the existing FlowStart metadata subtype of the Flow metadata type to specify the user.
Resume flows after engagement events
Use the new associatedElement, filters, filterlogic, object, and recordTriggerType fields on the
existing FlowWaitEvent metadata subtype of the Flow metadata type.
Sum or count aggregated data in the Transform element (beta)
Use the new inputParameters field, which is on the existing FlowTransformValueAction subtype of the existing
FlowTransformValue subtype.
View when a unified individual can join a flow
Use the new entryType field on the existing FlowStart subtype of the Flow metadata type.
Specify whether to republish the segment and update segment membership before the flow runs or on the segment’s Data
Cloud publish schedule
Use the new publishSegment field on the existing FlowStart subtype of the Flow metadata type.
Security and Identity

Enable the OAuth 2.0 token exchange flow for a connected app
Use the new isTokenExchangeEnabled and isSecretRequiredForTokenExchange fields on the existing
ConnectedAppOauthConfig subtype of the ConnectedApp metadata type.
Customize token validation and subject mapping during the OAuth 2.0 token exchange flow
Use the new OauthTokenExchangeHandler metadata type.
Enable refresh token rotation for a connected app
Use the new isRefreshTokenRotationEnabled field on the existing ConnectedAppOauthConfig subtype of the
ConnectedApp metadata type.
Control enablement, access, and security for headless identity flows
Use the new NetworkAuthApiSettings subtype of the existing Network metadata type.
Create an email template allowlist for the headless registration, passwordless login, and forgot password flows
Use the new NetworkEmailTmplAllowlist subtype of the existing Network metadata type.
224
BEHAVIOR CHANGE: The values of the consumerKey and consumerSecret fields for the Twitter authentication provider
are replaced with placeholder values
For an AuthProvider metadata type where the providerType is Twitter, if no consumerKey and consumerSecret are
defined, they're replaced with the value Placeholder_Value. Previously, these values were blank if you used the
Salesforce-managed app for the Twitter authentication provider, but the Salesforce-managed app is being retired in Spring ’24. This
change also affects change sets, named credentials, and external data source packages that include a Twitter authentication provider
that uses the Salesforce-managed app. To keep using a Twitter authentication provider, create your own Twitter app and update
your AuthProvider definition with the app's consumerKey and consumerSecret.
Manage your external client app with JWT bearer flow, device flow, or client credentials flow
Use the new certificate field on the existing ExtlClntAppGlobalOauthSettings metadata type to configure the OAuth 2.0 JWT
bearer flow.
Use the new isDeviceFlowEnabled field on the existing ExtlClntAppGlobalOauthSettings metadata type to configure the
OAuth 2.0 device flow.
Use the new isClientCredentialsFlowEnabled field on the existing ExtlClntAppGlobalOauthSettings metadata type
along with the new clientCredentialsFlowUser and isClientCredentialsFlowEnabled fields on the
existing ExtlClntAppOauthConfigurablePolicies metadata type to configure the OAuth 2.0 client credentials flow.
Rotate your external client app refresh token
Use the new isRefreshTokenRotationEnabled, isTokenExchangeEnabled, and
isSecretRequiredForTokenExchange fields on the existing ExtlClntAppGlobalOauthSettings metadata type to enable
refresh token rotation.
Enable access to external credential principals on permission sets
Use the new PermissionSetExternalCredentialPrincipalAccess subtype of the existing PermissionSet metadata type. Introduced in
API version 59.0, this subtype has been added to the Metadata API Developer Guide.
Disable all external client app plug-ins or only the OAuth plug-in
Use the isEnabled and isOauthPluginEnabled fields on the new ExtlClntAppConfigurablePolicies metadata type to
disable or enable plug-ins.
Service
Create your own Omni Supervisor tabs
Use the new OmniSupervisorPageType value in the existing type field on the FlexiPage metadata type.
Configure the Omni Supervisor tab layout
Use the new OmniSupervisorConfigTab subtype of the OmniSupervisorConfig metadata type.
Sales
BEHAVIOR CHANGE: Twitter/X and YouTube access is no longer available in Social Accounts, Contacts, and Leads
The isTwitterSocialProfilesDisabled and isYouTubeSocialProfilesDisabled fields are permanently
set to True because access to the Twitter/X and YouTube APIs is no longer available. Twitter/X access was removed in API version
59.0 and YouTube access is revoked in version 60.0.
REST API
These calls are new, changed, or deprecated in Platform REST API version 60.0.
225
New Types
Specify the DateTime result type in REST API composite subrequests
The DateTime result type is now available for referencing in composite subrequests, allowing the DateTime field to be returned and
referenced in later subrequests. This newly supported type joins String, Boolean, Byte, Character, Short, Integer, Long, Double, and
Float as referenceable types.
This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
New Headers
Update the Most Recently Used (MRU) items in the Recent Items section
Use the MRU header in the REST API. When you create, update, upsert, or retrieve a record, indicate whether to update the MRU
items. MRU items are shown in the Recent Items section of the sidebar in the Salesforce user interface. This header provides similar
functionality as the MruHeader in SOAP API.
Changed Headers
BEHAVIOR CHANGE: Apex REST API HTTP ACCEPT headers now default to JSON
When Apex REST API accesses Apex classes, Apex REST API now behaves like all other Salesforce APIs and returns JSON format by
default when receiving a missing or malformed HTTP ACCEPT header.
Valid values for HTTP ACCEPT headers specifying a response body’s content type are application/json or
application/xml and are case sensitive. For Apex classes in API version 59.0 and earlier, Apex REST API returns an error for
missing or malformed HTTP ACCEPT content types such as application/Xml. All other Salesforce REST APIs default to a JSON
response body format when receiving a missing or malformed HTTP ACCEPT content type.
Tooling API New and Changed Objects

Development
Store configuration options for a Pub/Sub API managed event subscription (beta)
Use the new ManagedEventSubscription object.
Service
Create your own Omni Supervisor tabs
Use the new OmniSupervisorPageType value in the existing Type field on the FlexiPage object.
User Interface API

Get a quick action layout for a specified record type, get lookup field suggestions with POST, and work with more objects.
New and Changed User Interface API Resources

226
Changed User Interface API Response Bodies

Supported Objects
All new standard objects are auto-enabled for use with User Interface API.
SEE ALSO:
User Interface API Developer Guide
New and Changed User Interface API Resources

Actions
Get a quick action layout for a specified record type, such as person accounts
Make a GET request to the existing /ui-api/actions/layout/${actionApiName} resource.
New optional parameters: objectApiName, recordTypeId
Records
Get lookup field suggestions with POST
Make a POST request to the existing /ui-api/lookups/{objectApiName}/{fieldApiName} resource.
Previously, you could make a GET request to the same resource. Now, you can make a POST request for lookup field suggestions.
The POST request allows sending dependent lookup values through the sourceRecord request body parameter, which is a
more secure way of transferring data.
Get the correct status code if you lose access to a record during creation or update
Make a POST request to the existing /ui-api/records resource.
Make a PATCH request to the existing /ui-api/records/{recordId} resource.
New optional request parameter: handleOwnerChange
When set to true, the resource returns a 204 No content HTTP status code if the context user loses access to the record
during creation or update. The default is false. When false, if the context user loses access to the record during creation or
update, the process completes successfully, however the resource returns an incorrect 404 Not found HTTP status code.
Changed User Interface API Response Bodies

Apps
App
• isOmniPinnedViewEnabled—Indicates whether the Omni-Channel sidebar is enabled.
Records
Field
227
• externalId—External ID of the field.

• maskType—Mask type of the field.
Object Info
• compactLayoutable—Indicates whether the object can have compact layouts.
• searchLayoutable—Indicates whether the object can have search layouts.
Supported Objects
All new standard objects are auto-enabled for use with User Interface API.
Previously, we provided a list of objects that are supported by User Interface API in the current release. As of Summer ’23, all new standard
objects are automatically enabled for User Interface API usage.
To view new objects that are auto-enabled for User Interface API, see New and Changed Objects.
These standard objects aren’t new to your org but are new for User Interface API.
• ActivityMetric
• ContentFolderItem
• ContentFolderLink
• EmailMessage
• EnablementProgram
• FeedItem
• LearningItem
• LearningItemAssignment
• PriceAdjustmentTier
SEE ALSO:
User Interface API Developer Guide: Send a Request Using Postman
User Interface API Developer Guide: Supported Objects
GraphQL API
Return localized labels and get locale information for an object. Avoid naming collisions with object name suffixes. Referential integrity
is supported in aggregate queries. Get the number of records returned in a page of query results. Get displayable values for polymorphic
fields when querying records. Switch from record connection pagination to upper-bound limit pagination to retrieve more than 4,000
records. Paginate through child relationships with an upper-bound limit.
Return localized labels and get locale information for an object
Query objectInfos with the new locale argument to request the object’s labels using a locale. The locale defaults to the
user’s locale.
type UIAPI {
query: RecordQuery
objectInfos(apiNames: [String!]!, locale: String): [ObjectInfo!]
}
In addition, the ObjectInfo type has a new locale field, which returns the locale of the object’s labels. The locale defaults
to the user’s locale. Otherwise, it returns the locale that you specify using the locale argument.
228
Avoid name collisions with object name suffixes

Supported sObjects that are added in API v60.0 and later map to GraphQL object names with a _Record suffix. For example,
FeedItem is added in API v60.0 and maps to a GraphQL object type named FeedItem_Record.
The node field of the RecordEdge type for sObjects that are added in API v60.0 and later follows the same pattern. That is, the
FeedItemEdge node type name is FeedItem_Record.
Referential integrity is available in aggregate queries
References to objects and fields in aggregate queries validate correctly even when the objects and fields are renamed. Previously,
referential integrity wasn’t supported in aggregate queries.
Get the number of records returned in a page of query results
The RecordConnection type has a new pageResultCount field that returns the number of records in a page of results.
The totalCount continues to return the total number of records queried.
{
uiapi {
query {
Account(first: 4) {
totalCount
pageResultCount
edges {
node {
Id
}
}
}
}
}
}
Get displayable values for polymorphic fields when querying records

To get the displayable values for fields, including polymorphic fields, query the DisplayValue field on the Record interface.
Previously, polymorphic fields returned null for DisplayValue. Querying DisplayValue for multiple polymorphic fields
requires additional processing time.
Switch from record connection pagination to upper-bound limit pagination to retrieve more records
With record connection pagination you can retrieve up to 4,000 records. If you start querying with record connection pagination
and discover that you need to retrieve more than 4,000 records, you can switch to upper-bound limit pagination. Use the returned
cursor information from the initial query and send another query with the upperBound argument. Previously, the upperBound
argument was required in the initial record query.
Here’s an example of initially querying a batch of 2,000 accounts using the first argument.
{
uiapi {
query {
Account(first:2000) {
totalCount
pageInfo {
hasPreviousPage
hasNextPage
startCursor
endCursor
}
edges {
229
cursor
node {
Id
}
}
}
}
}
}
Here’s the result of the query with simple record connection pagination.
{
"data": {
"uiapi": {
"query": {
"Account": {
"totalCount": 4087,
"pageInfo": {
"hasPreviousPage": false,
"hasNextPage": true,
"startCursor": "djE6MA==",
"endCursor": "djE6MTk5OQ=="
},
"edges": [
{
// cursor and node properties removed for brevity
}
]
}
}
}
}
}
Then we query the next batch of results using the first, after, and upperBound arguments, switching to upper-bound
limit pagination. The after argument uses the endCursor value from the result of the first query. The upperBound argument
specifies the limit for the number of records to retrieve. Even though the initial query requested a batch of 2,000 records, the
subsequent upper-bound limit pagination allows the query to return up to 5,000 records.
{
uiapi {
query {
Account(first:2000, after:"djE6MTk5OQ==", upperBound:5000) {
totalCount
pageInfo {
hasPreviousPage
hasNextPage
startCursor
endCursor
}
edges {
cursor
node {
230
Salesforce Spring ’24 Release Notes Einstein
Id
}
}
}
}
}
}
Then you can make subsequent queries using first and after arguments to page through more results up to the upper-bound
limit.
Paginate through child relationships with an upper-bound limit
You can page through child records by querying a parent record with an upperBound argument. When the parent query uses
the upperBound argument, the child query must use this argument as well. You can also page through child records using the
upperBound argument when the parent query doesn’t use the upperBound argument. Paging on the parent and child
records at the same time isn’t supported. Paging through child relationships with large upper-bound limits can have performance
implications.
SEE ALSO:
GraphQL API Developer Guide
Einstein
Rights of ALBERT EINSTEIN are used with permission of The Hebrew University of Jerusalem. Represented exclusively by Greenlight.
Einstein Features
Learn more about how Einstein can supercharge productivity across all Salesforce clouds. Einstein features are released as often as
monthly, so check back again soon for the latest AI solutions. Features included in the January monthly release generally become
available when Spring ’24 rolls out to your org.
Einstein Platform
Build smart solutions for your business cases with generative AI, predictive AI, and everything in between. Learn about functionality,
security, and performance improvements to AI at Salesforce. Einstein platform changes are released as often as monthly, so check
back again soon for the latest and greatest.
Einstein Features
Learn more about how Einstein can supercharge productivity across all Salesforce clouds. Einstein features are released as often as
monthly, so check back again soon for the latest AI solutions. Features included in the January monthly release generally become available
when Spring ’24 rolls out to your org.
Cloud Features Release Note

January ’24
Commerce Concierge, Einstein Return Insights, Page Commerce Einstein

Meta Tags, Smart Promotions, and more
231
Salesforce Spring ’24 Release Notes Einstein Platform
Cloud Features Release Note

Data Cloud Einstein Segments Reach the Right Audiences with Generative AI
Einstein Search Einstein Search, Search Answers Einstein Search
Industries Contracts AI Contracts AI (can be outdated or unavailable during release

preview)
Sales Call Explorer, Call Summaries Einstein Conversation Insights
Sales Contact Suggestions Spend Less Time Finding New Contacts with Einstein
Suggestions
Sales Einstein Activity Capture, Sales Emails Sales Cloud Einstein
Sales Partner Relationship Management Help Partners Streamline Communication with Personalized
Sales Emails
Service Einstein Conversation Mining, Service Einstein for Service

Replies, Work Summaries
Service Work Summaries Wrap Up Call and Enhanced Messaging Sessions Faster
with Einstein Work Summaries
Einstein Platform
Build smart solutions for your business cases with generative AI, predictive AI, and everything in between. Learn about functionality,
security, and performance improvements to AI at Salesforce. Einstein platform changes are released as often as monthly, so check back
again soon for the latest and greatest.
Einstein Bots
Improve your NLP bots with the cross-lingual intent model and get additional languages in beta. Save service agents’ time with new
messaging components for enhanced bots. Help bots that use the cross-lingual intent model understand customers better by
turning on disambiguation. And easily send your customers dynamic files using an enhanced bot.
With Einstein Studio in Data Cloud, you can create your own predictive AI models, bring in predictions from models in Databricks,
and connect to generative AI large language models (LLMs) from OpenAI and Azure Open AI. Use your AI models in batch transforms,
flow actions, and Prompt Builder. Learn more about Einstein Studio in the Data Cloud release notes.
Other Changes
Enjoy expanded Einstein generative AI support for languages and Salesforce editions.
Einstein Bots
Improve your NLP bots with the cross-lingual intent model and get additional languages in beta. Save service agents’ time with new
messaging components for enhanced bots. Help bots that use the cross-lingual intent model understand customers better by turning
on disambiguation. And easily send your customers dynamic files using an enhanced bot.
232
Teach Your Bot New Languages More Easily with the Cross-Lingual Intent Model (Generally Available)
Upgrade to the cross-lingual intent model to get improved bot performance and make adding languages to your NLP bot a breeze.
Previously, Einstein Bots offered only one intent model, which requires 20 utterances per language per intent to test or build the
model. With the cross-lingual intent model, you also get intent and system entity recognition support for 19 languages, including
Arabic (beta).
Save Agents’ Time with New Messaging Components for Enhanced Bots (Beta)
Empower customers and save service agents’ time with the authentication, custom, form, and payment messaging components.
Enhanced bots can now handle more complex use cases on enhanced Apple Messages for Business channels. The form component
is also available for Messaging for In-App and Web.
Easily send your customers personalized files, such as an invoice related to an account, using an enhanced bot. You can now
dynamically populate and send a file with an enhanced bot. Previously, you could send only static files stored in the Asset Library.
Improve Bot Conversations with Disambiguation (Beta)
Help bots that use the cross-lingual intent model understand customers better by turning on disambiguation. When a bot with the
Disambiguation dialog can’t recognize a chatting customer’s intent, it suggests the most probable dialogs to the customer. And, if
the customer selects a suggested dialog, you can use that data to improve the bot’s intent model. Previously, a bot moved immediately
to the Confused dialog when it couldn’t confidently determine an intent.
Translate Dialogs Easily to Different Languages (Beta)
Connect with more customers by quickly translating your bot’s dialogs to different languages. Multi-language bots can now translate
a dialog to another language in seconds. Previously, you manually added translations for each secondary language.
Improve Customers’ Shopping Experience with the Commerce Concierge Bot Template
Use the Commerce Concierge bot template to connect your store to new or existing Einstein bots. Your customers can authenticate
in the store, access multiple accounts, reorder, and leverage Einstein generative AI features, such as product discovery and product
discovery feedback.
With this update enabled, a flow initiated by a bot runs in user context. The user profile and permission sets associated with the bot,
as well as any sharing rules, determine the object permissions and field-level access of the flow. This update prevents flows initiated
by a bot from creating, reading, updating, or deleting records that the bot doesn’t have permission to access or modify. Previously,
a flow initiated by a bot ran in system context and had permission to access and modify all data. This update was first made available
in Summer ’23.
View Standard Bot Reports in the Spring ’24 Folder
Each release, Einstein Bots adds a folder that contains the latest versions of all standard bot reports. In Spring ’24, no changes affect
standard bot metric types or individual reports from Winter ’24, but you can access fresh versions of all reports in the Einstein Bot
Reports Spring ’24 folder.
Teach Your Bot New Languages More Easily with the Cross-Lingual Intent Model (Generally Available)
Upgrade to the cross-lingual intent model to get improved bot performance and make adding languages to your NLP bot a breeze.
Previously, Einstein Bots offered only one intent model, which requires 20 utterances per language per intent to test or build the model.
With the cross-lingual intent model, you also get intent and system entity recognition support for 19 languages, including Arabic (beta).
Setup for Einstein Bots is available only in Lightning Experience.
Why: You can train the cross-lingual intent model on as little as one utterance per language per intent, and you can test utterances in
a new language without rebuilding the model. When you add 20 utterances to an intent, the cross-lingual intent model generates a
more accurate F1 score, because it uses all utterances for testing and training.
233
How: To turn on the cross-lingual intent model, in the Settings section of the Bot Overview page, go to the Intent Enhancements setting
and select Use the Cross-Lingual Intent Model with this bot. Then save your changes.
Newly created or cloned bots and bot versions default to the cross-lingual intent model, including single- and multi-language bots.
To define languages for your bot, including the 19 languages in beta that you get with the cross-lingual intent model, go to the Bot
Overview page.
SEE ALSO:
Salesforce Help: Turn on the Cross-Lingual Intent Model (can be outdated or unavailable during release preview)
Salesforce Help: Use Intents to Understand Your Customers (can be outdated or unavailable during release preview)
Salesforce Help: Define Languages for Your Einstein Bot (can be outdated or unavailable during release preview)
Save Agents’ Time with New Messaging Components for Enhanced Bots (Beta)
Empower customers and save service agents’ time with the authentication, custom, form, and payment messaging components.
Enhanced bots can now handle more complex use cases on enhanced Apple Messages for Business channels. The form component is
also available for Messaging for In-App and Web.
Why: The new messaging components support powerful bot interactions with customers.
• Authentication: Verify a customer’s identity.
• Custom: Embed an external app in a bot conversation.
• Form: Send a form to easily and securely gather information from a customer.
• Payment: Process a payment with Apple Pay.
The authentication, form, and payment components are a new class of asynchronous messaging components. Unlike with other
messaging components, when the bot sends an asynchronous component, the customer can respond to the component later.
To ensure a natural conversational experience, you can tell the bot to wait for customer input or move on to the next dialog step
depending on the scenario. You can also control how the bot responds to errors by customizing error handling for asynchronous
components.
How: Create and manage components on the Messaging Components page in Setup.
To add a messaging component to your enhanced bot, on the Dialogs page of the Bot Builder, add the associated dialog step to a dialog.
234
SEE ALSO:
Salesforce Help: Asynchronous Messaging Components (Beta) (can be outdated or unavailable during release preview)
Salesforce Help: Share an External App with an Enhanced Bot (Beta) (can be outdated or unavailable during release preview)

Easily send your customers personalized files, such as an invoice related to an account, using an enhanced bot. You can now dynamically
populate and send a file with an enhanced bot. Previously, you could send only static files stored in the Asset Library.
How: To generate a file with dynamic content, create an Apex class or flow that populates a file. Then, in the Bot Builder, add the Apex
action to a dialog and select the name of the class that you created. Create an ID variable that stores the action output.
To send the dynamic file, add the File dialog step immediately after the Apex action. Then, in the Step Properties panel, select Send File
and select Dynamic (Content Version Variable) as the content type. Enter and then select the name of the action output variable.
235
SEE ALSO:
Salesforce Help: Send a File with Dynamic Content from an Enhanced Bot (can be outdated or unavailable during release preview)
Improve Bot Conversations with Disambiguation (Beta)

Help bots that use the cross-lingual intent model understand customers better by turning on disambiguation. When a bot with the
Disambiguation dialog can’t recognize a chatting customer’s intent, it suggests the most probable dialogs to the customer. And, if the
customer selects a suggested dialog, you can use that data to improve the bot’s intent model. Previously, a bot moved immediately to
the Confused dialog when it couldn’t confidently determine an intent.
How: In the Bot Builder, go to the bot’s overview page. In the Intent Enhancements section of Settings, select Use the Cross-Lingual
Intent Model with this bot and Use Disambiguation with this bot. Save your changes, and then rebuild your bot’s model on the
Model Management page.
To confirm that your bot is using disambiguation, find the Disambiguation dialog in the Bot Builder.
SEE ALSO:
Salesforce Help: Turn on Disambiguation (Beta) (can be outdated or unavailable during release preview)
Salesforce Help: Turn on the Cross-Lingual Intent Model (can be outdated or unavailable during release preview)
236
Translate Dialogs Easily to Different Languages (Beta)

Connect with more customers by quickly translating your bot’s dialogs to different languages. Multi-language bots can now translate
a dialog to another language in seconds. Previously, you manually added translations for each secondary language.
How: In the Bot Builder, go to the dialog that you want to translate. Then, on the Dialog Translations tab, select a secondary language
from the dropdown. In the Translations section, select the dialog steps that you want to translate, and then click Translate Selected.
SEE ALSO:
Salesforce Help: Define Languages for Your Einstein Bot (can be outdated or unavailable during release preview)
Improve Customers’ Shopping Experience with the Commerce Concierge Bot Template
Use the Commerce Concierge bot template to connect your store to new or existing Einstein bots. Your customers can authenticate in
the store, access multiple accounts, reorder, and leverage Einstein generative AI features, such as product discovery and product discovery
feedback.
Where: This change applies to Lightning Experience in Unlimited editions with Commerce Cloud Einstein and the Einstein Bots and
Digital Engagement add-on. Einstein generative AI is available in Lightning Experience.
When: The Commerce Concierge bot template is available after February 4, 2024.
SEE ALSO:
Optimize Your Customers Shopping Experience with the Commerce Concierge Bot

With this update enabled, a flow initiated by a bot runs in user context. The user profile and permission sets associated with the bot, as
well as any sharing rules, determine the object permissions and field-level access of the flow. This update prevents flows initiated by a
bot from creating, reading, updating, or deleting records that the bot doesn’t have permission to access or modify. Previously, a flow
initiated by a bot ran in system context and had permission to access and modify all data. This update was first made available in Summer
’23.
237
When: Salesforce enforces this update in Summer ’24. To get the major release upgrade date for your instance, go to Trust Status, search
Why: This update improves security by preventing you from unintentionally allowing bots to create or modify records that they don’t
have access to.
How: Before you enable this update in your production org, we recommend that you test your bots that run flows with this update
enabled in a sandbox or developer org. Test that the flows initiated from your bot can perform all flow operations. If a flow fails, identify
the missing permissions and add them to the user profile or permission sets associated with your bot.
SEE ALSO:
Release Updates
View Standard Bot Reports in the Spring ’24 Folder

Each release, Einstein Bots adds a folder that contains the latest versions of all standard bot reports. In Spring ’24, no changes affect
standard bot metric types or individual reports from Winter ’24, but you can access fresh versions of all reports in the Einstein Bot Reports
Spring ’24 folder.
SEE ALSO:
Salesforce Help: Navigate Einstein Bot Standard Reports (can be outdated or unavailable during release preview)

With Einstein Studio in Data Cloud, you can create your own predictive AI models, bring in predictions from models in Databricks, and
connect to generative AI large language models (LLMs) from OpenAI and Azure Open AI. Use your AI models in batch transforms, flow
actions, and Prompt Builder. Learn more about Einstein Studio in the Data Cloud release notes.
Where: This change applies to Data Cloud in Enterprise, Performance, Unlimited, and Developer editions. Einstein generative AI is
available in Lightning Experience.
SEE ALSO:
AI in Data Cloud
Other Changes
Enjoy expanded Einstein generative AI support for languages and Salesforce editions.
Use Multilingual Support in Einstein Generative AI

Support global audiences with Einstein generative AI. Now Einstein generative AI supports more than English. Users can work with
Einstein generative AI in French, German, Italian, Japanese, and Spanish.
Now Einstein generative AI supports Enterprise, Performance, and Unlimited Editions in Lightning Experience.
238
Salesforce Spring ’24 Release Notes Experience Cloud
Use Multilingual Support in Einstein Generative AI

Support global audiences with Einstein generative AI. Now Einstein generative AI supports more than English. Users can work with
Einstein generative AI in French, German, Italian, Japanese, and Spanish.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions.
SEE ALSO:
Salesforce Help: Considerations for Einstein Generative AI (can be outdated or unavailable during release preview)

Now Einstein generative AI supports Enterprise, Performance, and Unlimited Editions in Lightning Experience.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions.
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.
Aura and LWR Sites

Whether your sites are Aura or LWR, there’s something new for you. For all sites, use the Change History panel to see your site
publication changes in one place and enjoy improvements to the user interface. For LWR sites, boost site traffic with custom URLs
that improve SEO and offer your sites in 40 languages.
Expression-Based Component Variations is generally available in enhanced LWR sites. On Aura sites, the new Tab Layout component
offers smoother performance. Precisely determine the space between components and the maximum section width for individual
sections on your LWR site.
Use dynamic URL redirects on your LWR site to take visitors to sites hosted on domains outside Salesforce. Test upgraded records
components for Aura sites in a sandbox to see how their improved functionality differs from the current components.
Site Performance
Try the pilot for Experience Delivery, a powerful new infrastructure for hosting LWR sites, and see the improved performance,
scalability, and security that it offers. Update references to your old *.force.com site URLs in knowledge articles and external resources
to ensure continued access to your sites when the redirection of legacy Salesforce domains ends in 2024.
Prompt users to authenticate with biometric credentials to access features in your Mobile Publisher for Experience Cloud app. Mobile
Publisher now requires the Admin SDK private key and config file from your app’s Google Firebase project.
Prepare for updates to format requirements for trusted URLs that define your site’s content security policy, which are designed to
help prevent code injection attacks. Learn about security and usability updates and a new authorization flow for Salesforce Customer
Identity. The Salesforce-managed app for the Twitter authentication provider is no longer supported.
239
Salesforce Spring ’24 Release Notes Aura and LWR Sites
Other Changes
Learn about changes to Chatter group member counts.
Aura and LWR Sites

Whether your sites are Aura or LWR, there’s something new for you. For all sites, use the Change History panel to see your site publication
changes in one place and enjoy improvements to the user interface. For LWR sites, boost site traffic with custom URLs that improve SEO
and offer your sites in 40 languages.
IdeaExchange Delivered: Track Site Updates in the New Change History Panel in Experience Builder
Gain insight into your site’s changes over time and which user is responsible for each update. The Change History panel shows a
chronological list of publication dates for your Aura or LWR site. It also records any changes made to the configuration of domains
that are associated with your site. We delivered this feature thanks to your ideas on IdeaExchange.
Translate Your LWR Site into Even More Languages
Expand your reach to even more audiences across the globe. Now you can offer your LWR site in up to 40 languages. Previously,
you could offer your site in 25 languages.
Improve SEO with Custom URLs for Custom Objects
Boost organic traffic to your site by improving search engine optimization (SEO) with new URL configuration solutions. Create
SEO-friendly URL snippets, or “slugs,” for your enhanced LWR site’s custom object pages. A slug improves SEO by replacing the record
ID in the URL with relevant and human-readable information, ensuring that your site’s pages are optimally surfaced in search engines.
Previously, SEO-friendly URLs were only available for Product and Catalog pages.
Configure Search Results Layouts with Search Manager (Beta)
Search Manager makes search results from LWR sites more relevant and simplifies the process of creating search configurations. You
can add filters to surface only the search results you need. You can save search configurations and apply them to additional sites.
Experience an Improved Sitemap Generation and Refresh Schedule
To improve performance and scalability, the schedule for automatic sitemap generation is updated. Full sitemap generation and
partial sitemap refresh now start between 12:00 AM and 3:00 AM GMT. Previously, all sitemap processes started at 2:00 AM GMT.
The sitemap file now includes an additional partition called sitemap-<object>-weekly.xml, which contains new and updated pages
from that week. The daily partial sitemap refresh also uses this new partition.
Give Your LWR Site Visitors a Better Experience on Tablets with Updated Spacing Defaults
In Experience Builder, you can set different site-level spacing values to control how your site appears on desktop and mobile devices.
Updated site spacing defaults for tablets make your site look great in portrait or landscape orientation.
Work More Intuitively in Experience Builder with Updates to the User Interface
Small but mighty changes improve Aura and LWR site builders’ experience in Experience Builder. The Preview and Publish buttons
have swapped positions, so now they appear in a more logical order. The icon for the Page Structure panel is updated to offer an
accurate visual representation of the panel’s contents. And in LWR sites, a delete icon now appears on component labels, making
them easier to remove from your site.
Help Partners Draft Sales Emails in Experience Cloud Sites
Partners can now use Einstein generative AI to draft their sales emails directly in partner sites in just a few quick seconds. After setting
up sales emails for partners, partners get access to a Draft with Einstein button in the email composer in any Aura site.
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Track Site Updates in the New Change History Panel in Experience Builder
Gain insight into your site’s changes over time and which user is responsible for each update. The Change History panel shows a
chronological list of publication dates for your Aura or LWR site. It also records any changes made to the configuration of domains that
are associated with your site. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Aura and LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance,
Unlimited, and Developer editions.
How: To view the panel in Experience Builder, go to Settings > Change History.
Translate Your LWR Site into Even More Languages

Expand your reach to even more audiences across the globe. Now you can offer your LWR site in up to 40 languages. Previously, you
could offer your site in 25 languages.
Where: This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance,
SEE ALSO:
LWR Sites for Experience Cloud: Create a Multilingual LWR Site (can be outdated or unavailable during release preview)
Improve SEO with Custom URLs for Custom Objects

Boost organic traffic to your site by improving search engine optimization (SEO) with new URL configuration solutions. Create SEO-friendly
URL snippets, or “slugs,” for your enhanced LWR site’s custom object pages. A slug improves SEO by replacing the record ID in the URL
with relevant and human-readable information, ensuring that your site’s pages are optimally surfaced in search engines. Previously,
SEO-friendly URLs were only available for Product and Catalog pages.
Configure Search Results Layouts with Search Manager (Beta)

Search Manager makes search results from LWR sites more relevant and simplifies the process of creating search configurations. You
can add filters to surface only the search results you need. You can save search configurations and apply them to additional sites.
241
How: To update the Search Results page for the site you’re on, select Customize Search from the Select Configuration (Beta) dropdown
in the Results Layout component properties panel. To search at a more granular level, click Search Manager (Beta) and create a new
search configuration. You can select which objects to display as well as filter out fields that you don’t need. Search configurations can
be saved and applied to more than one site.
SEE ALSO:
Salesforce Help: Set Up CRM Object Search in LWR Sites (can be outdated or unavailable during release preview)
Experience an Improved Sitemap Generation and Refresh Schedule

To improve performance and scalability, the schedule for automatic sitemap generation is updated. Full sitemap generation and partial
sitemap refresh now start between 12:00 AM and 3:00 AM GMT. Previously, all sitemap processes started at 2:00 AM GMT. The sitemap
file now includes an additional partition called sitemap-<object>-weekly.xml, which contains new and updated pages from that week.
The daily partial sitemap refresh also uses this new partition.
and Unlimited editions.
How: These updates are applied automatically and don’t change the way that you interact with the sitemap process. If you’re concerned
that your sitemap isn’t updated frequently enough, you can still manually generate a new sitemap once every 24 hours. For best
performance, generate manual sitemaps during off-peak hours.
242
As we implement these changes, updates to your pages can appear in search results more quickly than they have previously. However,
in some cases updates can take longer to appear. To troubleshoot update delays, contact Salesforce Customer Support.
SEE ALSO:
Salesforce Help: SEO for Experience Builder Sites (can be outdated or unavailable during release preview)
Salesforce Help: Generate a Manual Sitemap Refresh for Your Experience Builder Site (can be outdated or unavailable during release
preview)
Give Your LWR Site Visitors a Better Experience on Tablets with Updated Spacing
Defaults
In Experience Builder, you can set different site-level spacing values to control how your site appears on desktop and mobile devices.
Updated site spacing defaults for tablets make your site look great in portrait or landscape orientation.
How: In Theme > Site Spacing, adjust the values for Column Gutters and Vertical Space Between Components on the Desktop and
Mobile tabs.
• For tablets held in portrait view, these spacing values now default to the site settings that you enter on the Mobile tab. Previously
they defaulted to the site settings that you enter on the Desktop tab.
• For tablets held in landscape view, these spacing values continue to default to the site settings that you enter on the Desktop tab.
To make sure that your LWR site looks just as you want it to in both portrait and landscape views, check it on a tablet.
Work More Intuitively in Experience Builder with Updates to the User Interface
Small but mighty changes improve Aura and LWR site builders’ experience in Experience Builder. The Preview and Publish buttons have
swapped positions, so now they appear in a more logical order. The icon for the Page Structure panel is updated to offer an accurate
visual representation of the panel’s contents. And in LWR sites, a delete icon now appears on component labels, making them easier to
remove from your site.
How: In Experience Builder, click Publish on the outer edge of the navigation bar, or Preview to the left of Publish.
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Salesforce Spring ’24 Release Notes Components in Experience Builder
The Page Structure icon is above the Settings icon. Click it to open the Page Structure panel.
For LWR sites, the trash can icon appears in the label of any selected component except for Section. To delete the component, click the
icon.
Help Partners Draft Sales Emails in Experience Cloud Sites

Partners can now use Einstein generative AI to draft their sales emails directly in partner sites in just a few quick seconds. After setting
up sales emails for partners, partners get access to a Draft with Einstein button in the email composer in any Aura site.
Where: This change applies to Aura sites accessed through Lightning Experience in Unlimited editions. You must have at least one
active community license that supports PRM.
SEE ALSO:
Help Partners Streamline Communication with Personalized Sales Emails

Expression-Based Component Variations is generally available in enhanced LWR sites. On Aura sites, the new Tab Layout component
offers smoother performance. Precisely determine the space between components and the maximum section width for individual
sections on your LWR site.
Create Component Variations in Enhanced LWR Sites (Generally Available)

Expression-Based Component Variations is now generally available in enhanced LWR sites. Create several versions of the same
component and then use visibility rules to determine who sees which variation. Component variations inherit properties from the
default component and remain in a draft state until you add visibility rules. After you add a visibility rule, the variation leaves the
draft state, and you can prioritize the variations to determine which takes precedence when multiple conditions apply at the same
time.
Use the New Tab Layout Component for Smoother Performance on Your Aura Site
For the most up-to-date user experience on your Aura site, arrange your tabbed content items on the new Tab Layout component.
The existing Tabs component still works, but when you replace it with Tab Layout, you and your site visitors can enjoy the new
component’s better performance.
244
Refine Your LWR Site Layout with Improved Spacing Controls in Experience Builder
Give your site visual punch with precisely determined spacing values in specific sections. Vary the space between components or
columns. Customize a section’s maximum content width. Previously, you could set these spacing values for an entire site, and
adjusting them for a specific section required custom components or CSS overrides. Now you can easily control section spacing
right from the Section property panel in Experience Builder.
Supercharge Productivity for Sales Partners from Experience Cloud Sites
Now partners can work contacts, leads, and their opportunity pipeline more efficiently from supported Experience Cloud sites using
the Enhanced List View component. Enhanced List View is available in the Build Your Own (Aura), Financial Service Client Portal,
Insurance Agent Portal, Partner Central, and Manufacturing Experience Cloud templates.
Create Component Variations in Enhanced LWR Sites (Generally Available)

Expression-Based Component Variations is now generally available in enhanced LWR sites. Create several versions of the same component
and then use visibility rules to determine who sees which variation. Component variations inherit properties from the default component
and remain in a draft state until you add visibility rules. After you add a visibility rule, the variation leaves the draft state, and you can
prioritize the variations to determine which takes precedence when multiple conditions apply at the same time.
Where: This change applies to enhanced LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise,
How: To create variations, go to your component. At the top of the properties panel, select the Component Variations dropdown. Select
New Component Variation. To publish your draft add a visibility rule. When a component has multiple variations, you can put them
into priority order, with the top being the highest priority. When no variation visibility rules apply, your site visitors see the default
component. To make each variation unique, modify its settings and style.
Use the New Tab Layout Component for Smoother Performance on Your Aura Site
For the most up-to-date user experience on your Aura site, arrange your tabbed content items on the new Tab Layout component. The
existing Tabs component still works, but when you replace it with Tab Layout, you and your site visitors can enjoy the new component’s
better performance.
Where: This change applies to Aura sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance,
How: For existing Aura sites that include the Tabs component, drag the Tab Layout component to the canvas in Experience Builder, and
move the components from Tabs to the new component. If you applied custom CSS to the Tabs component, it doesn’t automatically
apply to the new Tab Layout component. Adjust the custom CSS so that it points to the correct new CSS selector.
To present tab labels in the new component in another language on a multilingual site, export your site content, translate the tab labels,
and import the translation back to your site.
245
SEE ALSO:
Salesforce Help: Tab Layout (can be outdated or unavailable during release preview)
Salesforce Help: Multilingual Sites (can be outdated or unavailable during release preview)
Refine Your LWR Site Layout with Improved Spacing Controls in Experience Builder
Give your site visual punch with precisely determined spacing values in specific sections. Vary the space between components or columns.
Customize a section’s maximum content width. Previously, you could set these spacing values for an entire site, and adjusting them for
a specific section required custom components or CSS overrides. Now you can easily control section spacing right from the Section
property panel in Experience Builder.
How: On the Settings tab in the Section property panel, open the Section Columns accordion header. Select Custom under Section
Max Content Width, and use the new spacing controls to specify the section’s maximum content width (1). Determine the space between
columns and above and below components in the section with the Column Gutters and Vertical Space Between Components fields (2).
You can also customize the space between columns for an individual Columns component (3).
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Salesforce Spring ’24 Release Notes Developer Productivity
Supercharge Productivity for Sales Partners from Experience Cloud Sites

Now partners can work contacts, leads, and their opportunity pipeline more efficiently from supported Experience Cloud sites using the
Enhanced List View component. Enhanced List View is available in the Build Your Own (Aura), Financial Service Client Portal, Insurance
Agent Portal, Partner Central, and Manufacturing Experience Cloud templates.
Where: This change applies to Aura sites accessed through Lightning Experience in Enterprise, Performance, Unlimited, and Developer
editions. You must have at least one active community license that supports PRM.
SEE ALSO:
Sharpen Selling Decisions with a Consolidated View of Insights on Contacts or Leads
Prioritize Selling with More Pipeline Insights and Actions
Use dynamic URL redirects on your LWR site to take visitors to sites hosted on domains outside Salesforce. Test upgraded records
components for Aura sites in a sandbox to see how their improved functionality differs from the current components.
Dynamically Redirect Users to Sites Hosted on External Domains

When you use dynamic URL redirects in LWR sites, you can send your users to sites hosted on domains outside Salesforce. Also,
dynamic redirect rules can use query parameters on both source and the target.
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Salesforce Spring ’24 Release Notes Site Performance
Try a Modernized Record Experience in Aura Sites in Your Sandbox Environment

We upgraded some records components under the hood in your Aura sites. For now, the changes in the Create Record Form, Record
Banner, and Record Detail components are available only in your sandbox environment. Test the components, and see how they
differ from your current Aura components. Your experience can help us fix any bugs that bubble up.
Dynamically Redirect Users to Sites Hosted on External Domains

When you use dynamic URL redirects in LWR sites, you can send your users to sites hosted on domains outside Salesforce. Also, dynamic
redirect rules can use query parameters on both source and the target.
Try a Modernized Record Experience in Aura Sites in Your Sandbox Environment

We upgraded some records components under the hood in your Aura sites. For now, the changes in the Create Record Form, Record
Banner, and Record Detail components are available only in your sandbox environment. Test the components, and see how they differ
from your current Aura components. Your experience can help us fix any bugs that bubble up.
Where: This change applies to Aura sites accessed in sandbox environments through Lightning Experience and Salesforce Classic in
Enterprise, Performance, Unlimited, and Developer editions.
Site Performance
Try the pilot for Experience Delivery, a powerful new infrastructure for hosting LWR sites, and see the improved performance, scalability,
and security that it offers. Update references to your old *.force.com site URLs in knowledge articles and external resources to ensure
continued access to your sites when the redirection of legacy Salesforce domains ends in 2024.
Boost LWR Site Performance and Scalability with Experience Delivery (Pilot)
Boost the performance and scalability of your LWR sites using Experience Delivery, a powerful new infrastructure for hosting LWR
sites in Experience Cloud. Along with subsecond page load times, this new infrastructure provides improved security and search
engine optimization (SEO) to ensure that your site meets your customers’ demands.
Update References to Your Force.com Site URLs
To ensure continued access to your sites when the temporary redirection of legacy Salesforce domains ends in 2024, update references
to your old *.force.com site URLs. Look for references to those domains in Salesforce, such as in a knowledge article, and outside
Salesforce, such as links in your marketing materials.
Boost LWR Site Performance and Scalability with Experience Delivery (Pilot)
Boost the performance and scalability of your LWR sites using Experience Delivery, a powerful new infrastructure for hosting LWR sites
in Experience Cloud. Along with subsecond page load times, this new infrastructure provides improved security and search engine
optimization (SEO) to ensure that your site meets your customers’ demands.
Where: This change applies to all LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance,
and Unlimited editions. Developer Edition is unsupported.
It is not part of your purchased Services. This feature is subject to change, may be discontinued with no notice at any time in
Salesforce’s sole discretion, and Salesforce may never make this feature generally available. Make your purchase decisions only on
248
Salesforce Spring ’24 Release Notes Site Performance
the basis of generally available products and features. This feature is made available on an AS IS basis and use of this feature is at
your sole risk.
Why: Existing Experience Cloud sites use client-side rendering (CSR), meaning that all the HTML, JavaScript, CSS, and assets that make
up the page are downloaded to the client before being rendered in the browser.
By contrast, Experience Delivery uses server-side rendering (SSR) and a dedicated content delivery network (CDN) to render the page
on the server and then cache it in the CDN. This approach provides optimal site performance with page load times up to 60% faster,
which leads to increased conversions and lower bounce rates.
Experience Delivery also:
• Enhances SEO by rapidly serving fresh data to web crawlers and bots
• Scales to ensure consumer grade performance for high-traffic LWR sites
• Provides distributed denial-of-service (DDoS) protection, managed firewall rules, and managed rate-limiting rules for added security
How: To participate in this pilot, contact your Salesforce account executive. This pilot is aimed at developers who are comfortable:
• Building LWR or enhanced LWR sites with Experience Builder
• Developing custom Lightning web components that are server-side ready
• Using a custom domain for the site
• Working with Salesforce DX
After your org is approved for the pilot, you can enable Experience Delivery at the site level in the Settings tab of the site’s Administration
workspace. Experience Delivery is supported in new and existing LWR and enhanced LWR sites.
Update References to Your Force.com Site URLs

To ensure continued access to your sites when the temporary redirection of legacy Salesforce domains ends in 2024, update references
to your old *.force.com site URLs. Look for references to those domains in Salesforce, such as in a knowledge article, and outside Salesforce,
such as links in your marketing materials.
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Salesforce Spring ’24 Release Notes Mobile Publisher for Experience Cloud
Where: This change applies to Aura, LWR, and Visualforce sites accessed through Lightning Experience and Salesforce Classic in Enterprise,
SEE ALSO:
Update References to Your Previous Salesforce Domains

Prompt users to authenticate with biometric credentials to access features in your Mobile Publisher for Experience Cloud app. Mobile
Publisher now requires the Admin SDK private key and config file from your app’s Google Firebase project.
Update Your Mobile Publisher for Experience Cloud App’s Information for Android Push Notifications
Because of a change in how Google handles push notifications for Android apps, Mobile Publisher now requires the Admin SDK
private key and config file from your app’s Google Firebase project.
Configure Biometric ID Checks for Your Mobile Publisher for Experience Cloud App
Mobile Publisher for Experience Cloud apps now support the BiometricsService API, which you can use in a custom Lightning web
component that prompts users to authenticate with biometric credentials before they can access certain features.
Update Your Mobile Publisher for Experience Cloud App’s Information for Android
Push Notifications
Because of a change in how Google handles push notifications for Android apps, Mobile Publisher now requires the Admin SDK private
key and config file from your app’s Google Firebase project.
Where: This change applies to apps created with Mobile Publisher for Aura and LWR sites in Enterprise, Performance, Unlimited, and
Developer editions.
SEE ALSO:
Avoid Disrupting Your Mobile Publisher Android App’s Push Notifications
Configure Biometric ID Checks for Your Mobile Publisher for Experience Cloud App
Mobile Publisher for Experience Cloud apps now support the BiometricsService API, which you can use in a custom Lightning web
component that prompts users to authenticate with biometric credentials before they can access certain features.
Where: This change applies to apps created with Mobile Publisher for Aura and LWR sites in Enterprise, Performance, Unlimited, and
Developer editions.
SEE ALSO:
Add Biometric ID Checks for Mobile Publisher for Experience Cloud App Features

Prepare for updates to format requirements for trusted URLs that define your site’s content security policy, which are designed to help
prevent code injection attacks. Learn about security and usability updates and a new authorization flow for Salesforce Customer Identity.
The Salesforce-managed app for the Twitter authentication provider is no longer supported.
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Salesforce Spring ’24 Release Notes Security and Sharing

To help prevent code injection attacks, Salesforce plans to update the system-defined trusted URLs that define your site’s content
security policy (CSP) in Summer ’24. Prepare for this change by reviewing the impacted resources and updating your trusted URLs.
Identity and Access Management Enhancements for Experience Cloud
For Salesforce Customer Identity, take advantage of security and usability updates and a new authorization flow.
Built-In Salesforce-Managed App for the Twitter Authentication Provider Is Being Retired
The Salesforce-managed app for the Twitter authentication provider is being retired in Spring ’24. To ensure that your users can still
log in to your Experience Cloud site via single sign-on (SSO) with X (formerly known as Twitter), update your authentication provider
configuration.

To help prevent code injection attacks, Salesforce plans to update the system-defined trusted URLs that define your site’s content security
policy (CSP) in Summer ’24. Prepare for this change by reviewing the impacted resources and updating your trusted URLs.
Where: This change applies to Aura, LWR, and Visualforce sites accessed through Lightning Experience and Salesforce Classic in Enterprise,
Performance, Developer, and Unlimited editions.
SEE ALSO:
Update Your Content Security Policy (CSP) for Upcoming Changes
Identity and Access Management Enhancements for Experience Cloud

For Salesforce Customer Identity, take advantage of security and usability updates and a new authorization flow.
Where: These changes apply to LWR, Aura, and Visualforce sites accessed through Lightning Experience and Salesforce Classic. Most of
the changes are available in Enterprise, Performance, Unlimited, and Developer editions, except for the update to headless identity flows,
which is available only in Enterprise, Unlimited, and Developer editions.
SEE ALSO:
Improve Compatibility with Third-Party Services with the Token Exchange Flow
Monitor Changes to Login Pages in the Setup Audit Trail
Expand Branding Options and Improve Security for Headless Identity Flows
Find Experience Cloud SAML Endpoints More Easily
Built-In Salesforce-Managed App for the Twitter Authentication Provider Is Being

Retired
The Salesforce-managed app for the Twitter authentication provider is being retired in Spring ’24. To ensure that your users can still log
in to your Experience Cloud site via single sign-on (SSO) with X (formerly known as Twitter), update your authentication provider
configuration.
Where: This change applies to LWR, Aura, and Visualforce sites accessed through Lightning Experience and Salesforce Classic in Enterprise,
SEE ALSO:
Salesforce-Managed App for the Twitter Authentication Provider is Being Retired
251
Salesforce Spring ’24 Release Notes Other Changes
Other Changes
Learn about changes to Chatter group member counts.
Chatter Group Member Count Is Updated Only When Member Group Processing Is Complete
Chatter group member counts are no longer updated if the Chatter group is in the process of being removed or added to a site.
Member counts are updated only after the Chatter group update has finished processing.
Chatter Group Member Count Is Updated Only When Member Group Processing Is
Complete
Chatter group member counts are no longer updated if the Chatter group is in the process of being removed or added to a site. Member
counts are updated only after the Chatter group update has finished processing.
Field Service
Einstein
Discover innovative, AI-based features to help your teams deliver exceptional service.
Field Service Resource Management
Explore the latest features to help dispatchers create, manage, and optimize your team’s schedule.
Streamline, extend, and customize your Field Service operations with these new additions.
Field Service Customer Engagement
Enhance and elevate your customer interactions with these new features.
Field Service Mobile
Explore what’s new in Field Service mobile, designed to help mobile workers provide outstanding service.
Discover high-impact content to help you get your Field Service work done.
Einstein
Discover innovative, AI-based features to help your teams deliver exceptional service.
Get Your Mobile Workers Up to Speed with Pre-Work Briefing

Show mobile workers an AI-generated brief that tells them everything they need to know about their upcoming work orders.
Previously, workers switched between all of the work order’s tabs to find the relevant information.
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Salesforce Spring ’24 Release Notes Field Service Resource Management
Get Your Mobile Workers Up to Speed with Pre-Work Briefing

Show mobile workers an AI-generated brief that tells them everything they need to know about their upcoming work orders. Previously,
workers switched between all of the work order’s tabs to find the relevant information.
Where: This feature is available in Lightning Experience in Unlimited Plus Edition with the Field Service managed package installed. The
feature is available in the Field Service mobile app for Android and iOS. Einstein generative AI is available in Lightning Experience.
When: Pre-Work Briefing is available later in Spring '24.
How: Enable Pre-Work Briefing for specific users. Then, ask your mobile workers to pay attention to the brief at the top of each work
order. Mobile workers can also provide feedback about the brief.
Field Service Resource Management

Explore the latest features to help dispatchers create, manage, and optimize your team’s schedule.

If you used Salesforce prior to Summer ’23, you can easily upgrade all service territories to use Enhanced Scheduling and Optimization
with guided steps that now include additional checks. Configure enhanced scheduled jobs by service territory using a new Apex
class API. The Count work rule now limits your mobile workers’ workload throughout the day to ensure that they aren’t overburdened.
And, resolve schedule overlaps using an automated flow.
Work Capacity
Improve schedule flexibility by relaxing work capacity limits near or on the day of service and easily change a daily limit for a specific
date. Increase dispatcher productivity by sharing work capacity object records with users who have access permissions to the relevant
service territories.
Get Notified When Automated Bundling Fails
Receive an email for failed Automated Bundling optimization requests. Previously, you had to open the Optimization Requests tab
to see this information.
253
Identify Configuration Issues More Efficiently with the Redesigned Health Check User Interface
Health Check now provides an improved interface that better reflects the status of the tests it runs and allows you to easily filter
results according to their status.
Experience Better Performance with Service Appointment List Filtering (Beta)
Reduce loading time and get more accurate results by enabling the new filter appointments custom setting. The setting allows
efficient filtering of the service appointment list in the dispatcher console when you’re working with large datasets. Previously, large
dataset filtering resulted in errors and required redefining the filter.
Control User Access with Operating Hours Sharing
Sharing is now enabled and sharing settings are available for Operating Hours. Manage your sharing settings, including Org Wide
Defaults, Sharing Rules, and Guest Sharing, on operating hours similar to other Salesforce objects that support sharing.
View More Shifts on the Schedule with a Minimalist Design
See more shifts on the schedule with a sleek new design. We removed the +New Shift button to declutter the shift schedule view.
Now, just click the white space to add a shift.

If you used Salesforce prior to Summer ’23, you can easily upgrade all service territories to use Enhanced Scheduling and Optimization
with guided steps that now include additional checks. Configure enhanced scheduled jobs by service territory using a new Apex class
API. The Count work rule now limits your mobile workers’ workload throughout the day to ensure that they aren’t overburdened. And,
resolve schedule overlaps using an automated flow.
Get Additional Guidance When Transitioning to Enhanced Scheduling and Optimization

Easily upgrade all service territories to use Enhanced Scheduling and Optimization with guided steps comprising a readiness check
and links to Salesforce Help. This transparency helps users prior to Summer ’23 adopt Enhanced Scheduling and Optimization and
benefit from innovative features, more efficient services, and improved scalability, performance, and schedule quality. The readiness
check now includes two additions: addressing scheduling overlaps by enabling the new automated Fix Schedule Overlaps flow
(Beta), and considering differences in behavior in the Service Resource Availability work rule. When using Enhanced Scheduling and
Optimization, make sure to include values for the Travel From Home and Travel To Home fields in this work rule.
Configure Scheduled Jobs Easily with Enhanced Optimization APIs
Fine-tune the configuration of optimization jobs scheduled via Enhanced Optimization by using the new FSL.ScheduleJobsApi
Apex class. With this Apex class, you can modify the list of territory groups and their related scheduling policies for a specific job for
easier job-to-territory matching.
Limit Your Mobile Worker’s Cumulative Workload Throughout the Day
Prevent overloading your mobile workers, or their vehicles, by restricting appointment scheduling based on assignments, hours
worked, or a custom value. The Count work rule on a custom field now considers the order of scheduled appointments, ensuring
that your workers don’t exceed the set limit at any point of the day. Previously, the count limitation was applied on a full day horizon,
allowing workers to exceed the limit during the day as long as the limit was met at the end of the day.
Fix Schedule Overlaps Easily with an Automated Scheduling Flow (Beta)
Tackle scheduling challenges with an automated flow that optimizes resource schedules to resolve overlaps that occur due to an
appointment ending late. Use the flow template recommendations, or adjust the template to suit your use case.
Evaluate Service Appointment Candidates Efficiently by Prioritizing Skill Preferences
Identify the best-qualified candidates when optimizing your schedule by using the new Skill Preference service objective. Find
candidates with a skill of a certain skill type that reflects the service appointment’s skill preferences. For example, a service appointment
requires a caregiver who speaks English or Spanish but the preferred choice is Spanish. Previously, the candidates included English
or Spanish speakers without ranking them.
254
Get Additional Guidance When Transitioning to Enhanced Scheduling and Optimization

Easily upgrade all service territories to use Enhanced Scheduling and Optimization with guided steps comprising a readiness check and
links to Salesforce Help. This transparency helps users prior to Summer ’23 adopt Enhanced Scheduling and Optimization and benefit
from innovative features, more efficient services, and improved scalability, performance, and schedule quality. The readiness check now
includes two additions: addressing scheduling overlaps by enabling the new automated Fix Schedule Overlaps flow (Beta), and considering
differences in behavior in the Service Resource Availability work rule. When using Enhanced Scheduling and Optimization, make sure
to include values for the Travel From Home and Travel To Home fields in this work rule.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions with the
Field Service managed package installed.
How: In the Field Service Admin app, go to Field Service Settings. Select Getting Started, and then select the Home tab, or go directly
to the Activation page under Optimization. Click Run Readiness Check. Review the information, click to learn more in Salesforce Help,
and then enable Enhanced Scheduling and Optimization for all service territories.
SEE ALSO:
Salesforce Help: Transition to Enhanced Scheduling and Optimization (can be outdated or unavailable during release preview)
Salesforce Video: Enhanced Scheduling and Optimization (can be outdated or unavailable during release preview)
Salesforce Help: Work Rule Type: Service Resource Availability (can be outdated or unavailable during release preview)
Salesforce Help: Fix Overlaps Using an Automated Scheduling Flow (Beta) (can be outdated or unavailable during release preview)
Fix Schedule Overlaps Easily with an Automated Scheduling Flow (Beta) (can be outdated or unavailable during release preview)
255
Configure Scheduled Jobs Easily with Enhanced Optimization APIs

Fine-tune the configuration of optimization jobs scheduled via Enhanced Optimization by using the new FSL.ScheduleJobsApi
Apex class. With this Apex class, you can modify the list of territory groups and their related scheduling policies for a specific job for easier
job-to-territory matching.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with the Field Service managed
package installed.
How: View territories modified by FSL.ScheduleJobsAPI in the Field Service Admin app. From Field Service Settings, go to the
Scheduled Jobs tab under Optimization. View the territories for the scheduled job under the Territory tab.
Limit Your Mobile Worker’s Cumulative Workload Throughout the Day

Prevent overloading your mobile workers, or their vehicles, by restricting appointment scheduling based on assignments, hours worked,
or a custom value. The Count work rule on a custom field now considers the order of scheduled appointments, ensuring that your
workers don’t exceed the set limit at any point of the day. Previously, the count limitation was applied on a full day horizon, allowing
workers to exceed the limit during the day as long as the limit was met at the end of the day.
Why: Here’s an example of how this change helps you avoid overburdening your mobile workers. You have a custom field that checks
the capacity of your workers’ vehicles, and the Count work rule is set to 10. Throughout the day, a worker picks up five units, picks up
another eight units, and then drops off four units. The Count work rule now registers this violation on the second service appointment
and on all the following appointments that day. Previously, this count wasn’t registered as a rule violation, even though 13 items existed
at a certain point in the day.
How: In Setup, go to Field Service Settings and verify that Field Service Enhanced Scheduling and Optimization is enabled. Add the
Count work rule to a scheduling policy from the Customize Scheduling Policies page in Guided Setup or the Scheduling Policy Work
Rule related list.
SEE ALSO:
Salesforce Help: Work Rule Type: Count Rule (can be outdated or unavailable during release preview)
256
Fix Schedule Overlaps Easily with an Automated Scheduling Flow (Beta)

Tackle scheduling challenges with an automated flow that optimizes resource schedules to resolve overlaps that occur due to an
appointment ending late. Use the flow template recommendations, or adjust the template to suit your use case.
Where: This feature is available in Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions with the
Note: This feature is a Beta Service. A customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service
How: In Setup, go to Field Service Settings and verify that Field Service Enhanced Scheduling and Optimization is enabled. In the Field
Service Admin app, go to Field Service Settings and select Scheduling. In the General Logic tab, select Enable the Fix Schedule
Overlaps flow (Beta) and update the flow API name. Then in Setup, go to Process Automation and select Flows. Open the Fix Schedule
Overlaps flow and use it as is, or save a copy of the flow template and modify it as needed.
SEE ALSO:
Salesforce Help: Transition to Enhanced Scheduling and Optimization (can be outdated or unavailable during release preview)
Salesforce Help: Fix Overlaps Using an Automated Scheduling Flow (Beta) (can be outdated or unavailable during release preview)
Evaluate Service Appointment Candidates Efficiently by Prioritizing Skill Preferences

Identify the best-qualified candidates when optimizing your schedule by using the new Skill Preference service objective. Find candidates
with a skill of a certain skill type that reflects the service appointment’s skill preferences. For example, a service appointment requires a
caregiver who speaks English or Spanish but the preferred choice is Spanish. Previously, the candidates included English or Spanish
speakers without ranking them.
How: In Setup, go to Field Service Settings and verify that Field Service Enhanced Scheduling and Optimization is enabled. Add the Skill
Preference service objective to your scheduling policy from the Customize Scheduling Policies page in Guided Setup or the Scheduling
Policy Objectives related list on a policy.
257
SEE ALSO:
Salesforce Help: Create and Manage Field Service Objectives (can be outdated or unavailable during release preview)
Salesforce Help: Create and Manage Field Service Scheduling Policies (can be outdated or unavailable during release preview)
Work Capacity
Improve schedule flexibility by relaxing work capacity limits near or on the day of service and easily change a daily limit for a specific
date. Increase dispatcher productivity by sharing work capacity object records with users who have access permissions to the relevant
service territories.
Get More Scheduling Flexibility with Work Capacity Limit Relaxation

Enable schedule changes close to or on the day of service by relaxing the work capacity limit and allowing work to be scheduled,
even if it exceeds the limit for that day. For example, set a relaxation policy for the breakfix work type capacity limit that allows
scheduling a same-day breakfix service call from 6 AM on the day of service, if availability exists, to enable additional breakfix work.
Update a Daily Work Capacity Limit to Meet Changing Needs
Respond to unforeseen changes in demand by adjusting the work limit for a specific day using the daily work capacity cards. This
change overrides the Work Capacity limit only for the selected day. For example, increase the limit for breakfix work for Monday next
week to ensure response to a possible surge in demand due to forecasted severe weather conditions.
Provide users with read and write access to work capacity records for a territory. By sharing within a Field Service user territory, any
user who is a member of the public group for that territory has permission to access the records. For example, give dispatchers access
to oversee the relevant service territories end to end. Dispatchers can then schedule service appointments and identify why work
capacity limits were exceeded for a specific service territory.
Optimize Workforce Utilization by Comparing Workstream Consumption
Sort the Weekly Summary view to help planners identify in advance days where demand for a specific workstream is low compared
to days where the workstream has almost reached the limit. You can sort the view alphabetically or by consumption. Planners can
then adjust the daily limits accordingly. For example, let’s assume you have a week with a daily limit of 100 hours for installation
work and a 200-hour limit for breakfixes. Sorting the weekly view alphabetically can alert the planner if only 20 hours were consumed
for installations while breakfixes have reached the 200-hour limit, preventing additional breakfixes from being scheduled. The planner
can then decrease the limit for installations and increase the limit for breakfixes to ensure better resource utilization.
258
Get More Scheduling Flexibility with Work Capacity Limit Relaxation

Enable schedule changes close to or on the day of service by relaxing the work capacity limit and allowing work to be scheduled, even
if it exceeds the limit for that day. For example, set a relaxation policy for the breakfix work type capacity limit that allows scheduling a
same-day breakfix service call from 6 AM on the day of service, if availability exists, to enable additional breakfix work.
Service Admin app select the relaxation policy.
SEE ALSO:
Salesforce Help: Set Up Field Service Work Capacity (can be outdated or unavailable during release preview)
Salesforce Help: Create a Work Capacity Limit (can be outdated or unavailable during release preview)
Update a Daily Work Capacity Limit to Meet Changing Needs

Respond to unforeseen changes in demand by adjusting the work limit for a specific day using the daily work capacity cards. This change
overrides the Work Capacity limit only for the selected day. For example, increase the limit for breakfix work for Monday next week to
ensure response to a possible surge in demand due to forecasted severe weather conditions.
How: In Setup, go to Field Service Settings and verify that Field Service Enhanced Scheduling and Optimization is enabled.
SEE ALSO:
Salesforce Help: Monitor Workstream Usage in Summary View (can be outdated or unavailable during release preview)

Provide users with read and write access to work capacity records for a territory. By sharing within a Field Service user territory, any user
who is a member of the public group for that territory has permission to access the records. For example, give dispatchers access to
oversee the relevant service territories end to end. Dispatchers can then schedule service appointments and identify why work capacity
limits were exceeded for a specific service territory.
Service Admin app, make sure sharing by service territory and automatic population of user groups are enabled. Then enable sharing
work capacity records according to service territory.
SEE ALSO:
Salesforce Help: Set Up Field Service Work Capacity (can be outdated or unavailable during release preview)
259
Optimize Workforce Utilization by Comparing Workstream Consumption

Sort the Weekly Summary view to help planners identify in advance days where demand for a specific workstream is low compared to
days where the workstream has almost reached the limit. You can sort the view alphabetically or by consumption. Planners can then
adjust the daily limits accordingly. For example, let’s assume you have a week with a daily limit of 100 hours for installation work and a
200-hour limit for breakfixes. Sorting the weekly view alphabetically can alert the planner if only 20 hours were consumed for installations
while breakfixes have reached the 200-hour limit, preventing additional breakfixes from being scheduled. The planner can then decrease
the limit for installations and increase the limit for breakfixes to ensure better resource utilization.
How: In Setup, go to Field Service Settings and verify that Field Service Enhanced Scheduling and Optimization is enabled.
SEE ALSO:
Salesforce Help: Monitor Workstream Usage in Summary View (can be outdated or unavailable during release preview)
Get Notified When Automated Bundling Fails

Receive an email for failed Automated Bundling optimization requests. Previously, you had to open the Optimization Requests tab to
see this information.
How: In Setup, go to Process Automation and select Flows. Open the Send Email for Automated Bundling Failures flow, and click
Activate. Or, save a copy of the flow template, make your changes, and then activate the flow.
SEE ALSO:
Salesforce Help: Set Up Automatic Bundling (can be outdated or unavailable during release preview)
Salesforce Help: Monitor Field Service Schedule Optimization Requests (can be outdated or unavailable during release preview)
Identify Configuration Issues More Efficiently with the Redesigned Health Check User
Interface
Health Check now provides an improved interface that better reflects the status of the tests it runs and allows you to easily filter results
according to their status.
SEE ALSO:
Salesforce Help: Test Your Field Service Configuration with Health Check (can be outdated or unavailable during release preview)
Experience Better Performance with Service Appointment List Filtering (Beta)

Reduce loading time and get more accurate results by enabling the new filter appointments custom setting. The setting allows efficient
filtering of the service appointment list in the dispatcher console when you’re working with large datasets. Previously, large dataset
filtering resulted in errors and required redefining the filter.
260
Note: This feature is a Beta Service. A customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service
How: In Setup, enable advanced filtering for the service appointment list in the Field Service Dispatcher custom permissions.
SEE ALSO:
Salesforce Help: Work in the Field Service Dispatcher Console (can be outdated or unavailable during release preview)
Control User Access with Operating Hours Sharing

Sharing is now enabled and sharing settings are available for Operating Hours. Manage your sharing settings, including Org Wide Defaults,
Sharing Rules, and Guest Sharing, on operating hours similar to other Salesforce objects that support sharing.
Where: This feature is available in Lightning Experience in Enterprise, Unlimited, and Developer editions with the Field Service managed
package installed.
How: If you’re new to Salesforce Field Service this release, your Org Wide Default (OWD) for sharing is set to private. Existing customers
retain user access to all operating hours records, and the OWD for sharing is automatically still set to public read/write. If you have guest
users, we recommend creating guest-sharing rules post-release, so that operating hours are shared with all guest users.
View More Shifts on the Schedule with a Minimalist Design

See more shifts on the schedule with a sleek new design. We removed the +New Shift button to declutter the shift schedule view. Now,
just click the white space to add a shift.
Where: This change applies to Lightning Experience, Classic, and Mobile in Enterprise, Unlimited, and Developer editions with the Field
Service managed package installed.
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Salesforce Spring ’24 Release Notes Field Service Operations
How: Click the white space in the calendar to add a new shift. Here’s the new shift
cshedeu.l

Streamline, extend, and customize your Field Service operations with these new additions.
Service Documents
Showcase your branding, make your mobile workers’ jobs more efficient, and build service documents faster with Document Builder,
Field Service’s new service document solution.
Asset Management
Asset attributes are taking up less space and are now a useful tool when building lead time into maintenance work. Also, learn how
you can optimize your Field Service implementation with the Field Service Data Kit.
Service Documents
Showcase your branding, make your mobile workers’ jobs more efficient, and build service documents faster with Document Builder,
Field Service’s new service document solution.
Create Richly Formatted Service Documents with Document Builder

Express your business goals and branding, make it easier for your mobile workers to share information with customers, and build
service documents faster with Document Builder. Document Builder provides components that you can drag onto the Template
Builder to create service documents. Spend less time on upkeep with dynamic templates that can update numerous documents at
once. Translate service documents, collect signatures, embed images, and generate and preview PDFs on your desktop and the Field
Service mobile app. You can also add custom Lightning web components (LWCs) and use spanning fields to target polymorphic
lookups.
262
Create Richly Formatted Service Documents with Document Builder

Express your business goals and branding, make it easier for your mobile workers to share information with customers, and build service
documents faster with Document Builder. Document Builder provides components that you can drag onto the Template Builder to
create service documents. Spend less time on upkeep with dynamic templates that can update numerous documents at once. Translate
service documents, collect signatures, embed images, and generate and preview PDFs on your desktop and the Field Service mobile
app. You can also add custom Lightning web components (LWCs) and use spanning fields to target polymorphic lookups.
Where: This feature is available in Lightning Experience and Mobile in Enterprise, Unlimited, and Developer editions with the Field
Service managed package installed.
How: To register your org, find Field Service Settings in Setup and select the Enable Document Builder checkbox. After you receive
an email notification that you’re registered, you can start creating service document templates. Only Salesforce admins, with access to
the Setup menu, can access the builder experience and create service document templates.
Asset Management
Asset attributes are taking up less space and are now a useful tool when building lead time into maintenance work. Also, learn how you
can optimize your Field Service implementation with the Field Service Data Kit.
Save Database Storage with Optimized Storage Space for Asset Attributes
Now each asset attribute record takes up just 0.25 KB of storage, leaving you with more available database storage. Previously, each
attribute record consumed 2 KB of storage.
Build In Accurate Maintenance Lead Time with Asset Attributes
Prevent asset downtime and plan for parts, resources, and personnel. Leverage asset attributes to gauge maintenance lead time
more accurately and guide the scheduling parameters of maintenance work orders based on the specific needs of your assets,
equipment, and usage-based processes. Previously, you had to create custom fields to achieve this functionality.
Accelerate Your Field Service Implementation with Data Cloud
Seamlessly shift to scale and reduce the cost of implementation with the Field Service Data Kit. The SFS out-of-the-box data bundle
supports essential data structures and mappings related to assets, work orders, warrants, service contracts, resources, and product
service campaigns. This ensures an efficient implementation effort and minimizes custom development needs, saving both time
and resources.
of updated features, migrate your Frequency and Frequency Type data to Maintenance Work Rules. This update was first available
in Summer ’22 and was scheduled to be enforced in Winter ‘22, but we postponed the enforcement date to Winter ‘25.
Save Database Storage with Optimized Storage Space for Asset Attributes
Now each asset attribute record takes up just 0.25 KB of storage, leaving you with more available database storage. Previously, each
attribute record consumed 2 KB of storage.
SEE ALSO:
Salesforce Help: Manage Field Service Asset Attributes (can be outdated or unavailable during release preview)
263
Build In Accurate Maintenance Lead Time with Asset Attributes

Prevent asset downtime and plan for parts, resources, and personnel. Leverage asset attributes to gauge maintenance lead time more
accurately and guide the scheduling parameters of maintenance work orders based on the specific needs of your assets, equipment,
and usage-based processes. Previously, you had to create custom fields to achieve this functionality.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions.
How: Create a maintenance plan and add the covered assets. On Recordset Filter Criteria, select Add lead time to usage-based work
rules.
SEE ALSO:
Salesforce Help: Manage Field Service Asset Attributes (can be outdated or unavailable during release preview)
Accelerate Your Field Service Implementation with Data Cloud

Seamlessly shift to scale and reduce the cost of implementation with the Field Service Data Kit. The SFS out-of-the-box data bundle
supports essential data structures and mappings related to assets, work orders, warrants, service contracts, resources, and product service
campaigns. This ensures an efficient implementation effort and minimizes custom development needs, saving both time and resources.
SEE ALSO:
Salesforce Help: Get Started with Data Cloud (can be outdated or unavailable during release preview)
of updated features, migrate your Frequency and Frequency Type data to Maintenance Work Rules. This update was first available in
Summer ’22 and was scheduled to be enforced in Winter ‘22, but we postponed the enforcement date to Winter ‘25.
Where: This feature is available in Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions.
When: This release update is enforced in Winter ’25. To get the major release upgrade date for your instance, go to Trust Status, search
Why: Recent changes to Maintenance Work Rules replace and improve the functionality provided by the frequency fields. In Winter
’25, the retired fields will impact work order generation.
How: Find the release update in Setup. For Migration from Frequency Fields, follow the testing and activation steps.
For all impacted maintenance plans, select a maintenance plan that uses the frequency fields without the maintenance work rules.
Update the selected maintenance plan to use maintenance work rules instead, and click Enable Test Run. To hide the frequency fields
after the migration, go to Setup, turn off Field Service, and then turn it on again.
SEE ALSO:
Release Updates
Salesforce Knowledge Article: Migration Retirement Tips and Tricks (can be outdated or unavailable during release preview)
Salesforce Help: Get Excited about Using Maintenance Work Rules (can be outdated or unavailable during release preview)
Salesforce Video: Spotlight on Implementing Preventative Maintenance (can be outdated or unavailable during release preview)
264
Salesforce Spring ’24 Release Notes Field Service Customer Engagement
Field Service Customer Engagement

Enhance and elevate your customer interactions with these new features.
Improve Your Data Security with Automated Visual Remote Assistant Image Deletion
Retain only the data that you need by efficiently deleting unnecessary Visual Remote Assistant images using automation. Trigger an
automated deletion process by creating custom criteria using a flow. Previously, you manually created a list of images and contacted
Salesforce Customer Support.
Enhance Your Agent's Efficiency with Images in the Visual Remote Assistant's Visual History
Your agents can now easily access and view self-service session images in the Visual Remote Assistants visual history, for improved
customer satisfaction. Previously, agents could access these images only as standard attachment files in Salesforce.
Create a flow that easily enables your customers to pay for services through a provided link, eliminating the need to contact customer
services.
Improve Your Data Security with Automated Visual Remote Assistant Image Deletion
Retain only the data that you need by efficiently deleting unnecessary Visual Remote Assistant images using automation. Trigger an
automated deletion process by creating custom criteria using a flow. Previously, you manually created a list of images and contacted
Salesforce Customer Support.
Where: This feature is available in Lightning Experience in Enterprise, Unlimited, and Developer editions.
How: Add an Apex action to your flow. For example, create criteria to find specific Visual Remote Assistant images and delete them.
SEE ALSO:
Salesforce Help: Set Up Visual Remote Assistant for Field Service (can be outdated or unavailable during release preview)
Enhance Your Agent's Efficiency with Images in the Visual Remote Assistant's Visual
History
Your agents can now easily access and view self-service session images in the Visual Remote Assistants visual history, for improved
customer satisfaction. Previously, agents could access these images only as standard attachment files in Salesforce.
SEE ALSO:
Salesforce Help: Set Up Visual Remote Assistant for Field Service (can be outdated or unavailable during release preview)

Create a flow that easily enables your customers to pay for services through a provided link, eliminating the need to contact customer
services.
SEE ALSO:
Salesforce Help: Integrate Pay Now with Field Service (can be outdated or unavailable during release preview)
265
Salesforce Spring ’24 Release Notes Field Service Mobile
Field Service Mobile

Explore what’s new in Field Service mobile, designed to help mobile workers provide outstanding service.
Stay Productive When Networks Are Down

No need to leave your work site when connections are weak. Keep working with Automatic Offline Mode in areas of sporadic or no
network connectivity. This feature enables the mobile app to periodically check for connectivity issues. If the check fails, the app
goes into offline mode and uses your cached data. When the check passes, the app comes back online and syncs your data. This
feature adds another layer of network connectivity checks beyond the basic checks.
Customize your UI with styles and tab bar enhancements to suit your business goals. Efficiently manage inventory tracking with
barcode scanner. Interact with and use data more easily for your business tasks with the latest plug-ins.
Plan for the Discontinuation of Mobile Extension Toolkit (Beta)
Mobile Extension Toolkit is scheduled for discontinuation in February 2025.
Switch the App Language to Support Hebrew (Beta)
Get an improved user experience with right-to-left text support when switching to a Hebrew-language UI. From the device settings,
go to the app, select Hebrew as the preferred language, and continue to enjoy the app as usual.
Stay Productive When Networks Are Down

No need to leave your work site when connections are weak. Keep working with Automatic Offline Mode in areas of sporadic or no
network connectivity. This feature enables the mobile app to periodically check for connectivity issues. If the check fails, the app goes
into offline mode and uses your cached data. When the check passes, the app comes back online and syncs your data. This feature adds
another layer of network connectivity checks beyond the basic checks.
Where: This feature is available for Android and iOS by request. Contact Salesforce Customer Support.

Customize your UI with styles and tab bar enhancements to suit your business goals. Efficiently manage inventory tracking with barcode
scanner. Interact with and use data more easily for your business tasks with the latest plug-ins.
Customize Your Lightning Web Components with Styles

Use the native Salesforce UI style, or choose your own to make your Lightning web components fit in or stand out, depending on
your preferences.
Boost Productivity with a Customized Tab Bar and the Time Sheet Tab
Use the Field Service Mobile App Builder to tailor the app’s tab bar for your mobile workers and assign that configuration to profiles,
now with time sheet support. Previously, time sheets were not available as a navigation tab.
Save Time and Improve Accuracy by Scanning Barcodes with Android Devices
Get more out of the Field Service mobile app by creating a Lightning web component (LWC) that uses the Barcode Scanner plug-in.
Then, in the Field Service mobile app, let the LWC use the device’s native camera to scan a barcode. For example, use Barcode
Scanner to help manage inventory. Previously, the plug-in was only available for iOS devices, and for Android you manually entered
the barcode numbers.
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Salesforce Spring ’24 Release Notes Field Service Mobile
Streamline Your Work by Extracting Textual Data from Images

Extract text from images and convert it to editable text with a Lightning web component (LWC) that you create and the Optical
Character Recognition (OCR) plug-in. Using the Field Service mobile app, let the LWC access the device’s camera to scan an image.
The OCR plug-in converts the image text, for example on a receipt, into digital text to reduce clicks and increase accuracy instead
of relying on error-prone manual input.
Simplify How to Interact with Data with Near Field Communication
Streamline business processes and accelerate data exchange by creating a Lightning web component (LWC) that uses the Near
Field Communication (NFC) plug-in. The Field Service mobile app then uses the LWC to gather data, such as meter readings, in a
secure transmission.
Customize Your Lightning Web Components with Styles

Use the native Salesforce UI style, or choose your own to make your Lightning web components fit in or stand out, depending on your
preferences.
Where: This feature applies to the Field Service mobile app for Android and iOS.
How: Lightning web components are styled to look like the Salesforce UI by default. To change this, select Override default styling in
Field Service Settings. These components include input, datetime picker, checkbox toggle, checkbox button, textarea, combobox,
checkbox group, radio group, progress bar, progress indicator, and button.
SEE ALSO:
Salesforce Help: Customize and Extend the Field Service Mobile App with Lightning Web Components (can be outdated or unavailable
Boost Productivity with a Customized Tab Bar and the Time Sheet Tab
Use the Field Service Mobile App Builder to tailor the app’s tab bar for your mobile workers and assign that configuration to profiles,
now with time sheet support. Previously, time sheets were not available as a navigation tab.
Where: This feature is available in the Field Service mobile app for iOS. For Android, contact Salesforce Customer Support to request
access.
SEE ALSO:
Salesforce Help: Customize Tabs with the Field Service Mobile App Builder (can be outdated or unavailable during release preview)
Save Time and Improve Accuracy by Scanning Barcodes with Android Devices
Get more out of the Field Service mobile app by creating a Lightning web component (LWC) that uses the Barcode Scanner plug-in.
Then, in the Field Service mobile app, let the LWC use the device’s native camera to scan a barcode. For example, use Barcode Scanner
to help manage inventory. Previously, the plug-in was only available for iOS devices, and for Android you manually entered the barcode
numbers.
Where: This feature is available in the Field Service mobile app for Android and iOS.
SEE ALSO:
267
Salesforce Spring ’24 Release Notes Spotlight on Field Service Content
Streamline Your Work by Extracting Textual Data from Images

Extract text from images and convert it to editable text with a Lightning web component (LWC) that you create and the Optical Character
Recognition (OCR) plug-in. Using the Field Service mobile app, let the LWC access the device’s camera to scan an image. The OCR plug-in
converts the image text, for example on a receipt, into digital text to reduce clicks and increase accuracy instead of relying on error-prone
manual input.
Where: This feature is available in the Field Service mobile app for Android and iOS.
SEE ALSO:
Simplify How to Interact with Data with Near Field Communication

Streamline business processes and accelerate data exchange by creating a Lightning web component (LWC) that uses the Near Field
Communication (NFC) plug-in. The Field Service mobile app then uses the LWC to gather data, such as meter readings, in a secure
transmission.
Where: This feature is available in the Field Service mobile app for Android.
SEE ALSO:
Plan for the Discontinuation of Mobile Extension Toolkit (Beta)

Mobile Extension Toolkit is scheduled for discontinuation in February 2025.
Where: This change applies to the Field Service mobile app for Android and iOS.
Switch the App Language to Support Hebrew (Beta)

Get an improved user experience with right-to-left text support when switching to a Hebrew-language UI. From the device settings, go
to the app, select Hebrew as the preferred language, and continue to enjoy the app as usual.
Where: This change applies to the Field Service mobile app for Android and iOS.
SEE ALSO:
Salesforce Help: Right-to-Left (RTL) Language Support (can be outdated or unavailable during release preview)

Discover high-impact content to help you get your Field Service work done.
268
Salesforce Spring ’24 Release Notes Hyperforce
Simplify Setup Tasks with Landing Pages

The Field Service learning map is now available in Help, designed as landing pages to guide you as you set up Field Service. The
landing pages in Help are translated and provide useful insights with Salesforce analytics that give you the best learning and setup
experience. Previously, the Field Service learning map was available only in English, with limited information on user journeys.
Simplify Setup Tasks with Landing Pages

The Field Service learning map is now available in Help, designed as landing pages to guide you as you set up Field Service. The landing
pages in Help are translated and provide useful insights with Salesforce analytics that give you the best learning and setup experience.
Previously, the Field Service learning map was available only in English, with limited information on user journeys.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions and in the
Field Service mobile app for Android and iOS.
SEE ALSO:
Salesforce Help: Where Do I Start with Field Service? (can be outdated or unavailable during release preview)
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.
Access Salesforce in More Regions with Hyperforce

With Hyperforce, you can choose from a growing number of worldwide regions to host your Salesforce org. Hyperforce gives you
more choice and control over data residency.
Migrate to Hyperforce with Hyperforce Assistant (Generally Available)
You can migrate to Hyperforce with help from Hyperforce Assistant. The assistant is now generally available for Salesforce production
and sandbox orgs. The Prepare page guides you to the Salesforce Optimizer tool, and an updated IP allowlist section includes
recommendations for using mTLS or 2-way SSL with IP domains. Additionally, we updated the Marketing Cloud connections section
with the latest product names.
Access Salesforce in More Regions with Hyperforce

With Hyperforce, you can choose from a growing number of worldwide regions to host your Salesforce org. Hyperforce gives you more
choice and control over data residency.
Where: Delivery via Hyperforce of the Salesforce Customer 360 application suite, including Sales Cloud, Service Cloud, B2B Commerce,
Platform, and Industries Cloud is newly available in South Korea and Sweden. It continues to be available in Australia, Canada, France,
Germany, India, Indonesia, Italy, Japan, Singapore, the United Kingdom, and the United States. The Salesforce Customer 360 application
suite is available on Hyperforce by request only in Switzerland and the United Arab Emirates. Additionally, these products are available
on Hyperforce where noted.
Cloud Product or Feature Description Available In

Marketing Data Cloud Salesforce Data Cloud can help Germany, India, United States
keep you focused with a single
source of truth, providing more
269
Salesforce Spring ’24 Release Notes Access Salesforce in More Regions with Hyperforce

intelligent, actionable, and
trusted data.
Marketing Marketing Cloud Engagement Marketing Cloud Engagement Australia, India, Japan
helps build customer
relationships efficiently with
personalized marketing
messages and automated
journeys.
Industries Einstein Relationship Insights Supercharge sales with United States

intelligent relationship discovery.
Automate account and contact
research, visualize relationship
networks, and connect with key
decision-makers faster.
Analytics CRM Analytics CRM Analytics, previously called Australia, Brazil, Canada, France,
Tableau CRM, is a cloud-based Germany, India, Indonesia, Italy,
platform for connecting data Japan, Singapore, South Korea,
from multiple sources, creating Sweden, United Kingdom,
interactive analytics on that data, United States
and sharing those views in apps.
CRM Analytics is a better way to
distribute insights to business
users so that they can
understand and act on changing
information.
Sales Einstein Activity Capture Einstein Activity Capture is a Germany, United States
productivity-boosting tool that
helps keep data between
Salesforce and your email and
calendar applications up to date.
Sales, Service Einstein Conversation Insights Einstein Conversation Insights Germany, United States
offers the ability to see insights
and trends surfaced from voice
and video calls.
Sales Inbox Salesforce Inbox shows you Germany, United States

relevant Salesforce records
alongside your email and events
and lets you relate email
messages to Salesforce, keeping
your teammates up to date with
your communications.
Sales Sales Engagement Accelerate your inside sales Germany, United States
process with
270
Salesforce Spring ’24 Release Notes Migrate to Hyperforce with Hyperforce Assistant (Generally
Available)

productivity-boosting features
and automation tools.
Migrate to Hyperforce with Hyperforce Assistant (Generally Available)

You can migrate to Hyperforce with help from Hyperforce Assistant. The assistant is now generally available for Salesforce production
and sandbox orgs. The Prepare page guides you to the Salesforce Optimizer tool, and an updated IP allowlist section includes
recommendations for using mTLS or 2-way SSL with IP domains. Additionally, we updated the Marketing Cloud connections section
with the latest product names.
How: From Setup, in the Quick Find Box, enter Hyperforce Assistant and then select Hyperforce Assistant.
Industries
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.
Automotive Cloud
Engage with your captive finance customers and offer comprehensive service related to automotive loans and leases. Use the Finance
Console for Automotive app to delight and engage your customers, track their financial activities, and upsell financial products.
Extend fleet management and captive finance capabilities to partners and customers. Automatically map fields between lead and
opportunity child records when you convert a lead into an opportunity. Use the new and updated fields on Vehicle and Vehicle
Definition to easily define car attributes.
Communications Cloud extends Salesforce Customer 360 to provide a solution specifically for the communications industry. It helps
businesses digitally transform to deliver new, industry-standard customer experiences while increasing operational efficiencies.
Explore an industry-specific application suite and a range of cloud solutions including Digital Commerce, Industries Order Management,
Contract Lifecycle Manage, Order Capture, Configure, Price, Quote (Industries CPQ), and Enterprise Product Catalog (EPC).
With the Direct Store Delivery and Van Sales, streamline the delivery and distribution process. Provide closed loop promotion planning
and execution framework by integrating Trade Promotion Management promotions with Retail Execution. Define business years
with more flexibility and customize the way time is aggregated within your business.
Energy & Utilities Cloud (E&U Cloud) combines and extends the full power of Salesforce Sales and Service Cloud and the Salesforce
Platform into an industry-specific solution for utilities, retail energy, and modern energy services companies.
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Salesforce Spring ’24 Release Notes Industries

Create and execute a financial plan to reach a financial goal. Organize and unify data across Salesforce and other external data sources
using Data Cloud. A new setting lets you change the way that you share mortgage records, including residential loan applications.
Quickly sync events organized by users external to Salesforce and automatically create interaction participant records during an
Interaction event sync. Learn about these and other Financial Services Cloud features.
Health Cloud
Home Health optimizes visit scheduling and now supports group visits and dependent visits. Integrated Care Management supports
more ways to create, update, and view care plans. Provider Search has a new FlexCard that supports more targeted searches across
more data. Referral Management has a new guided process to boost referral numbers and new dashboards to get greater insights
into referral trends. Use new and updated user interfaces to track assessments better.
Industries Order Management (also called Order Management, IOM or just OM) is a product module that delivers best-in-class,
next-generation order management capabilities to communications, media and energy companies.
Insurance
Insurance connects frontline agents, back-office teams, and customers with flexible components that support policy administration,
benefit administration, claims, and billing.
Loyalty Management
Leverage the capabilities of Global Promotions Management to bring your brand’s promotion strategy to life within minutes. Offer
games like Spin the Wheel and Scratchcard as program rewards to members. Focus on the most important aspects of your loyalty
program on the refreshed Loyalty Program page. Use the new filter options in the Liability Forecast dashboard to get a more focused
view of your loyalty program’s liability.
Manufacturing Cloud
Quickly compare metrics across different schedules in sales agreements and experience greater ease in managing your data. Closely
monitor your inventory stock and movement by using the new inventory management objects. Set up a search experience to
manage and plan your inventory. Efficiently import program and variant forecasts from CSV files to generate component production
forecasts.
Net Zero Cloud
Make disclosure report filing easier by authoring reports directly in Microsoft 365 Word. Retrieve disclosure responses from the
previous year by using clause library. Align with reporting requirements from organizations like CDP by categorizing emissions into
individual greenhouse gases. Enhance emissions calculations from electricity usage for stationary assets by applying market-based
or location-based emission factors or both.
OmniStudio Document Generation lets you generate documents from Microsoft Word (.docx) and Microsoft PowerPoint (.pptx)
templates. These templates can include values from any JSON-based data in the text, including data from any Salesforce object.
Additionally, the generated documents can be converted to PDF format. You can generate documents using provided sample
client-side or server-side OmniScripts. Alternatively, you have the flexibility to create your own OmniScripts, Integration Procedures,
or Apex classes for generating customized documents.
Review benefit eligibility when circumstances change and adjust disbursements. Easily refer constituents to providers by using a
guided flow. Gain insights into caseload trends and community impact and boost caseworker efficiency. Speed up complaint filing
for judicial and investigative cases, and enable constituents to raise service requests on the public portal to reduce administrative
burden.
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Salesforce Spring ’24 Release Notes Automotive Cloud
Rebate Management
Capture your discounts in your special pricing terms and benefits with greater accuracy, and view more decimal places for sales and
reference prices. Precisely evaluate your financial obligations for a rebate program by specifying more specific accrual rates in rebate
types. Quickly transfer rebate claim, ship and debit claim, and transaction receipt details from CSV files to Salesforce.
Referral Marketing
Run referral promotions that belong to your company’s various brands, geographies, or business lines under one referral program.
Use the Process Referral Event action in your company’s business process flows to manage activities such as advocates referring
their friends, friends signing up, and friends completing their first purchase.
The Salesforce Contracts app allows customers to manage the end-to-end lifecycle of Contracts. Contracts can be associated with
opportunities, orders, quotes, standard Salesforce objects, and custom objects. A contract lifecycle management is crucial to the
overall health of the sales processes in an organization. The Salesforce Contracts app gives you complete control over the sales
process integration, contract management process, and contract lifecycle that starts from contract authoring to activation.
Create and manage mentoring programs, customize and expand the application experience, and modify existing learning courses
and learning programs by using the Learning Wizard. Use the new Education Portal template to create a single portal that supports
a variety of roles. Add the new Action Center component to your portal to help learners create and manage action plans, as well as
other assigned tasks.
Salesforce for Nonprofits includes managed package and platform solutions for nonprofits. Nonprofit Cloud, built on the Salesforce
platform, enhancements for fundraising make it easier to measure ROI for donor upgrade campaigns, improve digital fundraising
and tracking, and streamline donor support requests. Nonprofit Cloud enhancements for programs and Grantmaking include
Experience Cloud improvements, indication of which care plan goals you expect to drive outcomes, and the auto-calculation of
results for outcomes. Updates to the Nonprofit Success Pack managed package improve identifying and correcting potential
duplicates.
Some Industries products are available for use in more than one Industries cloud, or in Clouds outside of Industries. In this release,
we've enhanced filtering and performance for the data processing engine, improved monitoring for branch management, added
decision tables to flows, provided templates for rebate management, added invocable actions and Apex classes for loyalty management,
and much more.
Automotive Cloud
Engage with your captive finance customers and offer comprehensive service related to automotive loans and leases. Use the Finance
Console for Automotive app to delight and engage your customers, track their financial activities, and upsell financial products. Extend
fleet management and captive finance capabilities to partners and customers. Automatically map fields between lead and opportunity
child records when you convert a lead into an opportunity. Use the new and updated fields on Vehicle and Vehicle Definition to easily
define car attributes.

Streamline your captive finance business processes with visibility into your customers’ automotive loans and leases, balances,
transactions, related assets, and titles. Use the Account and Financial Account consoles to engage customers with timely and
personalized information about lease renewals, payment reminders, or other financial milestones. Predefined actionable relationship
center graphs and timelines, record alerts, interest tags, and ready-to-launch actions help service agents resolve customer queries
and upsell financial products.
273

Monitor fleets more effectively in Automotive Cloud. External users can now track fleets, fleet assets, and fleet participants. Create
an Experience Cloud site to help your partners and customers track fleet operations. You can now enable Fleet Management from
the application in Setup. Previously, you could only enable it using Metadata API.
Automatically Populate Key Fields for Opportunity Products and Preferred Sellers
You no longer need to manually map fields between the lead line and opportunity line items, and between lead preferred seller
and opportunity preferred seller records. The name, price, product, and quantity fields are now automatically mapped between lead
line item and opportunity line item. The name, account, contact, and account role fields are automatically mapped between lead
preferred seller and opportunity preferred seller records.
Replace Deprecated Fields on Vehicle and Vehicle Definition with New Fields
We’re deprecating a few picklist fields and adding new picklist fields on Vehicle and Vehicle Definition records. You can now define
your own picklist values for the new fields, unlike the now-deprecated fields where you could only use a set of predefined values.
New and Updated Objects and Fields in Automotive Cloud
Do more with new and updated Financial Services Cloud objects.
New and Enhanced Common Features for Industries

Automotive Cloud includes access to some features that are available across clouds and products in Industries. Use these features to
extend and customize Automotive Cloud as per your business needs.
• Action Launcher
Customer service representatives can quickly resolve customer requests by launching button- and link-based actions and the service
processes associated with service catalogs. Admins can now customize the title shown on the Action Launcher component. If
out-of-the-box deployments are available, admins can use them right away to configure Action Launcher.
• Actionable Segmentation
Use predefined Data Processing Engine definitions to create actionable list definitions easily and quickly. To help list creators easily
filter dataset records to add to their actionable lists, set the filter input format for the applicable dataset columns as Multi-Select
Picklist. List creators can now use filter templates to save the time and effort required to filter dataset records.
• Batch Management
Select records from big objects to run batch jobs in Batch Management.
• Business Rules Engine

Build business processes with scalable, extensible rules by using Business Rules Engine. Call the ready-to-use executable expression
set templates from flows. Create precise rules with the operators and functions that consider null values. Use the enhancements in
decision tables to simplify and streamline lookups. Show your users more targeted and nuanced explanations for expression set
version step results with the enhancements in Decision Explainer.
• Context Service
Simplify the retrieval and usage of data in your business processes processes by using Context Service. Extend the standard context
definitions that are shipped with Automotive Cloud to create custom definitions that suit your business requirements. To upgrade
the standard definition components that are used in the extended custom definitions, effortlessly sync the custom definitions.
• Data Processing Engine

Streamline your forecast calculations by using Data Processing Engine. Enjoy more Data Cloud flexibility in your definitions with
more object types to choose from in data source and writeback nodes. Choose Data Cloud Data Spaces for your definition. Troubleshoot
274
quickly by restoring previous field selections in your data source when you encounter an issue with a reference node. Upload CSV
file data and write it back to an object in Salesforce.
• Intelligent Document Reader

Automatically extract data from documents to create, update, or verify records by using Intelligent Document Reader.
• List Builder for Data Cloud Segment

List creators must select a data space before selecting a data segment. The actionable list preview shows the default columns of the
associated object. An email notification is sent to the list creator when an actionable list reaches 50,000 member records.
• Criteria-Based Search and Filter

Help users run more targeted searches by configuring additional filter fields and filtering by field values. Enrich search results by
displaying them in a user-friendly card format.
• Timeline
Get an interactive, chronological view of customer and vehicle activities by using Timeline. Configure Timeline to show engagement
events from a specific data space in Data Cloud.
• CSV Data Management for Industries

Get ready-to-use data in your apps faster using the new CSV Data Management tool. With just a few clicks you can easily import
large amounts of vehicle and customer data in to Salesforce objects, reducing manual data entry and the risk of errors. Prepare and
upload your CSV file, map columns to Salesforce objects, validate your data to ensure frictionless import, and download import log
files.

Streamline your captive finance business processes with visibility into your customers’ automotive loans and leases, balances, transactions,
related assets, and titles. Use the Account and Financial Account consoles to engage customers with timely and personalized information
about lease renewals, payment reminders, or other financial milestones. Predefined actionable relationship center graphs and timelines,
record alerts, interest tags, and ready-to-launch actions help service agents resolve customer queries and upsell financial products.

The Financial Account page in the Finance Console for Automotive app is a one-stop shop for customer service representatives and
captive finance sales managers to know everything about automotive loans or leases. View billing statements, addresses, fees, and
additional charges. Quickly search for transactions based on the date or amount. View all the vehicles and parts financed by the loan
or lease, along with the related titles. Milestones and record alerts help you monitor critical activities and updates, such as delinquency,
title transfers, and overdue payments. You can also track changes to the balance and transactions on a timeline.
Help Your Captive Finance Customers with Loan and Lease Service Requests
The Account record page in the Finance Console for Automotive app gets a makeover. Track the automotive loans and leases for
each account, and search for transactions based on date and amount. View all cases, opportunities, contracts, and business milestones
or life events related to a business or a person account. Track past and upcoming engagement interactions on a timeline, and launch
quick actions for frequent service processes, such as an address change or fee reversal. View record alerts at the account level and
for each loan or lease account. Add components, such as interest tags, actionable relationship center graphs, and knowledge search,
to help customer service agents deliver prompt and engaging service.
275
Visualize Relationships of Your Captive Finance Customers

Add an actionable relationship center (ARC) graph to an account page to show how the customer is related to other members of
their household and to other related accounts. You can see all the automotive loans and leases taken by the customer and the related
accounts. When you add an ARC graph to a financial account page, you can visualize the customer’s beneficiaries, nominees, and
co-signers and the related vehicles and assets.
Share Captive Finance Information with Customers and Dealers
Help customers and dealers find information related to loans, leases, vehicle titles, financial transactions, and balances. Create an
Experience Cloud site to share captive finance information. Customers can view their loans and leases, raise cases, and upload
documents. Dealers can track the vehicles and stakeholders related to each customer, assist them with their financing queries, and
update their financial information.
Easily Customize the Automotive Lease and Loan Consoles Using OmniStudio
Extend the predefined FlexCards, DataRaptors, and Integration Procedures that are used to display the lease and loan details, the
financial transactions, and the vehicle and asset title details. Customize FlexCards to display additional fields, change the display
criteria, and more to meet your company’s needs.

The Financial Account page in the Finance Console for Automotive app is a one-stop shop for customer service representatives and
captive finance sales managers to know everything about automotive loans or leases. View billing statements, addresses, fees, and
additional charges. Quickly search for transactions based on the date or amount. View all the vehicles and parts financed by the loan or
lease, along with the related titles. Milestones and record alerts help you monitor critical activities and updates, such as delinquency,
title transfers, and overdue payments. You can also track changes to the balance and transactions on a timeline.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Automotive and Vehicle
and Asset Finance are enabled.
Who: Users must have the Automotive Foundation and the Vehicle and Asset Finance Foundation permission sets assigned to them.
How: From the App Launcher, find and select Finance Console for Automotive. Select Financial Accounts.
SEE ALSO:
Salesforce Help: Explore the Financial Account Page in the Finance Console for Automotive App (can be outdated or unavailable
Help Your Captive Finance Customers with Loan and Lease Service Requests
The Account record page in the Finance Console for Automotive app gets a makeover. Track the automotive loans and leases for each
account, and search for transactions based on date and amount. View all cases, opportunities, contracts, and business milestones or life
events related to a business or a person account. Track past and upcoming engagement interactions on a timeline, and launch quick
actions for frequent service processes, such as an address change or fee reversal. View record alerts at the account level and for each
loan or lease account. Add components, such as interest tags, actionable relationship center graphs, and knowledge search, to help
customer service agents deliver prompt and engaging service.
Who: Users must have the Automotive Foundation and the Vehicle and Asset Finance Foundation permission sets assigned to them.
276
How: From the App Launcher, find and select Finance Console for Automotive, and open the Accounts tab.
SEE ALSO:
Salesforce Help: Explore the Account Page in the Finance Console for Automotive App (can be outdated or unavailable during release
preview)
Visualize Relationships of Your Captive Finance Customers

Add an actionable relationship center (ARC) graph to an account page to show how the customer is related to other members of their
household and to other related accounts. You can see all the automotive loans and leases taken by the customer and the related accounts.
When you add an ARC graph to a financial account page, you can visualize the customer’s beneficiaries, nominees, and co-signers and
the related vehicles and assets.
Who: Users must have the Automotive Foundation, Vehicle and Asset Finance Foundation, and ARC Access permission sets assigned
to them.
How: Create an ARC graph using either the Customer Financial Relationships or Financial Account Relationships template. Add the
graph to an Account page or a Financial Account page in the Lightning App Builder.
SEE ALSO:
Salesforce Help: Create Relationship Graphs to Visualize Captive Finance Information (can be outdated or unavailable during release
preview)
Share Captive Finance Information with Customers and Dealers

Help customers and dealers find information related to loans, leases, vehicle titles, financial transactions, and balances. Create an Experience
Cloud site to share captive finance information. Customers can view their loans and leases, raise cases, and upload documents. Dealers
can track the vehicles and stakeholders related to each customer, assist them with their financing queries, and update their financial
information.
Who: Users must have the Automotive Foundation for Experience Cloud and the Vehicle and Asset Finance Foundation for Experience
Cloud permission sets assigned to them.
Easily Customize the Automotive Lease and Loan Consoles Using OmniStudio
Extend the predefined FlexCards, DataRaptors, and Integration Procedures that are used to display the lease and loan details, the financial
transactions, and the vehicle and asset title details. Customize FlexCards to display additional fields, change the display criteria, and more
to meet your company’s needs.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Automotive Cloud, Vehicle
and Asset Finance, and OmniStudio Runtime are enabled.
277
Who: Users must have the OmniStudio Admin permission set assigned to them, and the latest version of the OmniStudio package must
be installed in the org.
SEE ALSO:
Salesforce Help: Explore the OmniStudio Components for Automotive Finance (can be outdated or unavailable during release preview)

Monitor fleets more effectively in Automotive Cloud. External users can now track fleets, fleet assets, and fleet participants. Create an
Experience Cloud site to help your partners and customers track fleet operations. You can now enable Fleet Management from the
application in Setup. Previously, you could only enable it using Metadata API.
Where: These changes apply to Lightning Experience in Enterprise, Unlimited, and Developer editions where Automotive Cloud and
Fleet Management are enabled.
Automatically Populate Key Fields for Opportunity Products and Preferred Sellers
You no longer need to manually map fields between the lead line and opportunity line items, and between lead preferred seller and
opportunity preferred seller records. The name, price, product, and quantity fields are now automatically mapped between lead line
item and opportunity line item. The name, account, contact, and account role fields are automatically mapped between lead preferred
seller and opportunity preferred seller records.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Partner Lead Management
and Partner Lead Management Default Mappings are enabled.
Who: Users must have the Partner Lead Management permission set assigned to them.
Replace Deprecated Fields on Vehicle and Vehicle Definition with New Fields
We’re deprecating a few picklist fields and adding new picklist fields on Vehicle and Vehicle Definition records. You can now define your
own picklist values for the new fields, unlike the now-deprecated fields where you could only use a set of predefined values.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Automotive Cloud is enabled.
Who: Users must have the Automotive Foundation permission set assigned to them.
How: Update your business processes with the new picklist fields on Vehicle Definition and Vehicle records before we retire the deprecated
fields in the Winter ’24 release.
• The Door Style Type, Drivetrain Type, Fuel Type, and Transmission Type picklist fields on Vehicle Definition will be deprecated. Use
the new Door Style, Drivetrain System, Fuel Source, and Transmission System picklist fields to store similar information.
• The Odometer Status picklist field on Vehicle will be deprecated. Use the new Odometer State picklist field to store similar information.
New and Updated Objects and Fields in Automotive Cloud

New Objects
Store information about different financing and investment options, such as vehicle loans or leases
Use the new Financial Account object.
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Salesforce Spring ’24 Release Notes Communications Cloud
Store information about the role assumed by a person or organization involved with a financial account, such as a beneficiary
or a trustee
Use the new Financial Account Party object.
Store information about the relationship between an account or contact, and an asset that’s covered under a lease or loan
Use the new Party Financial Asset object.
Represents a junction between a financial account and a customer’s assets.
Use the new Financial Account Party Financial Asset object.
Store information about the relationship between additional parties and an asset that’s covered under a lease or loan
Use the new Party Financial Asset Additional Owner object.
Store information about the total balance, principal balance, or the available credit for a loan or lease
Use the new Financial Account Balance object.
Store information about each debit or credit transaction related to a loan or a lease
Use the new Financial Account Transaction object.
Store information about each address related to a loan or lease, such as a communication address, a billing address, or a
statement address
Use the new Financial Account Address object.
Store information about each periodic or account closure statement related to a loan or a lease
Use the new Financial Account Statement object.
Store information about different types of fees levied on a loan or lease account, such as processing fees, late payment fees,
or wear and tear fees
Use the new Financial Account Fee object.
Store information about key events or moments in a loan or lease account’s lifecycle, such as vehicle title transfer, deferred
payments, or delinquency
Use the new Financial Account Milestone object.
Store information about the legal ownership of a vehicle or an asset
Use the new Asset Title Party object.
Store information about the relationship between an account, a contact, or a user and a vehicle or asset title
Use the new Asset Title Party object.
Updated Objects
Track product and vehicle definition attributes for a Vehicle record
Use the new fields MakeName, ModelName, ModelYear, TrimLevel, Classification, FuelSource, DrivetrainSystem, and EngineName.
Store the location of a fleet
Use the new field Location.
Communications Cloud extends Salesforce Customer 360 to provide a solution specifically for the communications industry. It helps
businesses digitally transform to deliver new, industry-standard customer experiences while increasing operational efficiencies. Explore
an industry-specific application suite and a range of cloud solutions including Digital Commerce, Industries Order Management, Contract
Lifecycle Manage, Order Capture, Configure, Price, Quote (Industries CPQ), and Enterprise Product Catalog (EPC).
Learn about what’s in this release in the Communications Cloud Release Notes
279
Salesforce Spring ’24 Release Notes Consumer Goods Cloud

With the Direct Store Delivery and Van Sales, streamline the delivery and distribution process. Provide closed loop promotion planning
and execution framework by integrating Trade Promotion Management promotions with Retail Execution. Define business years with
more flexibility and customize the way time is aggregated within your business.
Retail Execution
Set up routes and tours for the Direst Store Delivery and Van Sales process. Seamlessly integrate and run your Trade Promotion
Management promotions as sellable promotions in Retail Execution. Get started quickly with Consumer Goods Cloud offline mobile
app by logging in directly to the default connected org with your user credentials.
Use the Enhanced Visual Studio Code Based Modeler CLI Commands
Clone contracts from the Windows Server based Modeler workspace into the VS Code based Modeler workspace for a one-time
transformation. Also, add user interface and process flows in a few quick steps.
Define business years with more flexibility and customize the way time is aggregated within your business. Enhance the appearance
of your Trade Calendar, P&L, and Promotions. Retain Consumer Goods Processing Services data when cloning or refreshing a sandbox.
Easily export data from your profit and loss view or customer business plan.
Automate the Transfer of TPM Promotions to Retail Promotions
With Trade Promotion Management (TPM) & Retail Execution (RE) promotion integration, plan your promotions in TPM, transfer,
and run through Retail Execution. Choose the promotion and tactic types that you want to transfer. Any changes in the source TPM
promotions reflect in the target promotions in RE. Adjust the out-of-the-box promotion transfer logic by using the customizable
hooks.
Run More Intelligent, Data-driven Promotions with MuleSoft Direct and Accelerators
Use MuleSoft Direct’s pre-built assets to surface relevant product, product hierarchies, account, and account hierarchies information
from ERP systems. Easily consolidate this information into the Consumer Goods Cloud for informed promotional planning. Integrate
promotions, promotion tactics, and account plans from Hyperforce to CRM Analytics to assess the effectiveness of trade promotions
and run more efficient and data-driven trade promotions. Optimize promotional strategies by integrating predictive baseline data
from CRM analytics with Consumer Goods Cloud. MuleSoft Accelerator for Consumer Goods integrates list price and COGS data from
the ERP system into Consumer Goods Cloud. Integrate POS order data with Data Cloud to improve accuracy in Trade Promotion
Management and combine accurate sales tracking with customer insights.
Retail Execution
Set up routes and tours for the Direst Store Delivery and Van Sales process. Seamlessly integrate and run your Trade Promotion Management
promotions as sellable promotions in Retail Execution. Get started quickly with Consumer Goods Cloud offline mobile app by logging
in directly to the default connected org with your user credentials.

With the Direct Store Delivery (DSD) and Van Sales, deliver products and other consumer goods directly to customers. Plan and set
up routes and tours for the DSD and van sales drivers by using tour templates. Use the DSD data model to add configurations for
the setup of tours and routes for specific markets. Post setup, create tours independently or derive them from a route. The DSD
drivers can then load their vehicles and perform the deliveries by following the tour schedule and the safety protocols.
280
Extend UI and Business Logic for Advanced Orders

Use Advanced Order LWC extensibility to customize online orders or to add a customization layer to support project extensions
without updating the code. Fulfill specific business requirements for one or multiple markets by using UI and Business Layer (BL)
extensibility. Add, remove, or reorder fields on the order pages (Order Header, Order Details, Order Items, Add Items, and Free Items).
Extend the business logic to show custom fields, edit attribute values, or add new components with custom logic in advanced orders.
Get Started Quickly with Consumer Goods Cloud Offline Mobile App
Save time by logging in directly to the default connected org with your user credentials. This feature eliminates the need to set up
individual connected apps, to scan a QR code to connect to those apps, and to manually enter connected app identification data.
App login with user credentials also ensures consistency with other Salesforce mobile apps.
The default access level (OWD) of operating hours for all existing customers is changed to Private. After the upgrade, the release
task changes the access level from Private to Public Read/Write. The change in the setting takes 24–48 hrs to be reflected. For all
new users, the access level is set as Private, by default. Update the access level manually or by using the sharing rules.
Optimize Store Performance in Promotions by Using Analytics Insights
Evaluate the engagement of retail stores in promotions by using the Store Participation and Compliance Analysis dashboard. Use
the Competitor Analytics dashboard to gain data-driven insights into competitor brand and product presence and into their impact
during the promotional period.
Improve the user experience in Retail Execution. You can now create activities through the Lighting Web Component (LWC).
New and Changed Objects in Retail Execution
Do more with the new and updated objects in Retail Execution.

With the Direct Store Delivery (DSD) and Van Sales, deliver products and other consumer goods directly to customers. Plan and set up
routes and tours for the DSD and van sales drivers by using tour templates. Use the DSD data model to add configurations for the setup
of tours and routes for specific markets. Post setup, create tours independently or derive them from a route. The DSD drivers can then
load their vehicles and perform the deliveries by following the tour schedule and the safety protocols.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions where Consumer Goods Cloud is enabled.
How: Define the allowed vehicles and document types for a tour, and the safety and vehicle checks to be completed by drivers at the
start and end of the tour. You can even add a sequence of customers to a route, or create a sequence of visits for a tour.
Extend UI and Business Logic for Advanced Orders

Use Advanced Order LWC extensibility to customize online orders or to add a customization layer to support project extensions without
updating the code. Fulfill specific business requirements for one or multiple markets by using UI and Business Layer (BL) extensibility.
Add, remove, or reorder fields on the order pages (Order Header, Order Details, Order Items, Add Items, and Free Items). Extend the
business logic to show custom fields, edit attribute values, or add new components with custom logic in advanced orders.
SEE ALSO:
Consumer Goods Cloud Developer Guide
281
Get Started Quickly with Consumer Goods Cloud Offline Mobile App
Save time by logging in directly to the default connected org with your user credentials. This feature eliminates the need to set up
individual connected apps, to scan a QR code to connect to those apps, and to manually enter connected app identification data. App
login with user credentials also ensures consistency with other Salesforce mobile apps.
Who: This change applies to the CG Cloud offline mobile app for Android and iOS.
How: The CG Cloud offline mobile app is now integrated with a default CG Cloud connected app. If you’re a new user, download the
CG Cloud offline mobile app, log in with your credentials, and you’re good to go. Existing users of the CG Cloud offline mobile app can
use the default connected app when their apps are automatically upgraded to the Spring’24 version. If your company requires you to
use your company-specific connected app or to continue to use the custom connected app from Winter’24 or earlier, ask your admin
for the QR code to the custom connected app to launch the mobile app. To use the mobile app, restart the app, and then scan the QR
code and authenticate with your user credentials.
SEE ALSO:
Set Up the Consumer Goods Cloud Offline Mobile App
Create a Connected App

The default access level (OWD) of operating hours for all existing customers is changed to Private. After the upgrade, the release task
changes the access level from Private to Public Read/Write. The change in the setting takes 24–48 hrs to be reflected. For all new users,
the access level is set as Private, by default. Update the access level manually or by using the sharing rules.
SEE ALSO:
Sharing Rules
Optimize Store Performance in Promotions by Using Analytics Insights

Evaluate the engagement of retail stores in promotions by using the Store Participation and Compliance Analysis dashboard. Use the
Competitor Analytics dashboard to gain data-driven insights into competitor brand and product presence and into their impact during
the promotional period.
Where: This change applies to Lightning Experience and all versions of the Salesforce app in Enterprise and Unlimited editions where
Consumer Goods Cloud is enabled.
Who: These dashboards are part of the Analytics for Consumer Goods - Advanced Data Model app. To create the app, you need the
Revenue Intelligence for Consumer Goods Admin permission set. To use the app, you need the Revenue Intelligence for Consumer
Goods User permission set.
How: From CRM Analytics Studio, click Create, and then select App. Find and select the Analytics for Consumer Goods - Advanced
Data Model app template and follow the instructions in the setup flow to create your app.

Improve the user experience in Retail Execution. You can now create activities through the Lighting Web Component (LWC).
282
How: To create activities through the LWC, click the New Activity button on the Activities page.
New and Changed Objects in Retail Execution

Do more with the new and updated objects in Retail Execution.
Transfer Trade Promotion Management Promotions to Retail Execution
Use the transfer relevant fields added to the cgcloud__Promotion__c, cgcloud__Tactic__c, cgcloud__Tactic_Product__c,
cgcloud__Promotion_Template__c, Product2, cgcloud__Account_Extension__c, and cgcloud__Tactic_Template__c objects.
• Product2
– cgcloud__Transfer_Record_Identifier__c
• cgcloud__Account_Extension__c
– cgcloud__Transfer_Record_Identifier__c
– cgcloud__Transfer_Record_Identifier_Unique__c
• cgcloud__Promotion_Template__c
– cgcloud__Transfer_Relevant_Phases__c
– cgcloud__Transfer_Sales_Org__c
– cgcloud__Ignore_time_on_delete__c
– cgcloud__Transfer_Lead_Time__c
– cgcloud__Transfer_Follow_Up_Time__c
– cgcloud__Target_Promotion_Template__c
– cgcloud__Is_Transfer_Relevant__c
• cgcloud__Promotion__c
– cgcloud__Source_Promotion__c
– cgcloud__Is_Transferable__c
– cgcloud__Transferred_Version__c
• cgcloud__Tactic__c
– cgcloud__Source_Tactic__c
• cgcloud__Tactic_Template__c
– cgcloud__Target_Tactic_Template__c
• cgcloud__Tactic_Product__c
– cgcloud__Is_Transferred__c
• cgcloud__Promotion_Template_Tactic_Template__c
– cgcloud__Is_Transfer_Relevant__c
• cgcloud__Sales_Organization__c
– cgcloud__Sales_Org_Admin_User__c
Add Tour and Route Configurations

Make use of these tour and route custom objects in Retail Execution to support the Direct Store Delivery and Van Sales feature.
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• cgcloud__Route__c
• cgcloud__Route_Account__c
• cgcloud__Route_Template__c
• cgcloud__Tour__c
• cgcloud__Tour_Check__c
• cgcloud__Tour_Object_Reference__c
• cgcloud__Tour_Template__c
• cgcloud__Tour_Template_Object_Reference__c
• cgcloud__Tour_Template_Tour_Check__c
• cgcloud__Tour_Tour_Check__c
• cgcloud__Vehicle__c
• cgcloud__Vehicle_Warehouse__c
Configure Additional Tour Configurations
Use these fields added to the cgcloud__Tour_Template__c object:
• cgcloud__Should_Allow_End_Day_Geofencing__c
• cgcloud__Should_Allow_End_Day_GPS_Tracking__c
• cgcloud__Should_Allow_End_Day_Time_Tracking__c
• cgcloud__Should_Allow_Seal_Scanning__c
• cgcloud__Should_Allow_Start_Day_Geofencing__c
• cgcloud__Should_Allow_Start_Day_GPS_Tracking__c
• cgcloud__Should_Allow_Start_Day_Time_Tracking__c
• cgcloud__Creation_Platform__c
• cgcloud__Default_Tour_Visit_Duration__c
• cgcloud__Is_Odometer_Photo_Required__c
Support DSD and Van Sales Tours
• Use the cgcloud__Geofence_Distance__c field added to the cgcloud__Sales_Organization__c object.
• Use the cgcloud__Product_Check_In_Policy__c and the cgcloud__Check_Out_Type__c fields added to
the cgcloud__Order_Template__c object.
Use the Enhanced Visual Studio Code Based Modeler CLI Commands
Clone contracts from the Windows Server based Modeler workspace into the VS Code based Modeler workspace for a one-time
transformation. Also, add user interface and process flows in a few quick steps.
Why: With the simplified Modeler, clone contracts from Modeler Content Package (MCP.zip) directly to your Modeler workspace by
using this importContracts CLI command. The import process transforms all business logic XML files to JavaScript (bl.js) files: sf
modeler workspace utils importContracts -i <contract.zip_filepath> [—json] [-p
<Modeler_workspace_path>] [-c].
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You’re no longer required to manually clone the contracts to add a user interface or process flow during customization. The sf
modeler workspace add CLI command now includes the user interface and process type of contracts. Use the instructions
provided in this command to add a user interface or process flow to new or existing modules in your Modeler workspace.
SEE ALSO:
Import Contracts to a Modeler Workspace
Creation of Custom Modules and Contracts

Define business years with more flexibility and customize the way time is aggregated within your business. Enhance the appearance of
your Trade Calendar, P&L, and Promotions. Retain Consumer Goods Processing Services data when cloning or refreshing a sandbox.
Easily export data from your profit and loss view or customer business plan.
Get More Control Over Business Years and Time Periods

Define business years more flexibly by specifying any number of days from 360 through 380 or by specifying a custom day to begin
the business year with. Customize how time is aggregated within your business. For example, define months with varying lengths,
consisting of 4 or 5 weeks. Define personalized labels for custom time periods. View and edit the KPI values associated with your
custom periods, months, or quarters in the customer business plan, profit and loss view, and promotion. View custom time period
values with their corresponding labels in a real-time report.
Retain Consumer Goods Processing Services Data When You Clone or Refresh a Sandbox
Eliminate the need to reload all relevant integration data into Consumer Goods Processing Services and rerun all calculation processes.
Clone an available processing services database from within the same production org or any of its existing sandboxes without causing
any downtime in the source org.
Customize the Trade Calendar, P&L, and Promotions
Bring a more streamlined and familiar look to your Trade Calendar, P&L, and Promotions. Use key performance indicators (KPIs) on
a Trade Promotion launchpad, and align them with specific promotional templates. Provide a precise level of access with fine-grained
control over edit and access rights. Load data through an API without the need for a manual save and refresh to ensure real-time
incorporation of custom component information into the promotion.
Share Data From Your Account Plan and Customer Business Plan with Stakeholders
You can now download data from an account plan P&L view and customer business plan scenario to a CSV file.
Adjust KPIs in Your Customer Business Plan More Intuitively
Even if editing past periods is restricted in your customer business plan, you can still edit the current week or custom period. You
can also input a total value for a new business year.
Simplify User Access Checks to TPO Prediction Models
Streamline the user access to TPO prediction models by using the data from the Product Manager object.
Improved Trade Promotion Management Documentation
We updated the Set Up Trade Promotion Management document and deprecated the Trade Promotion Management At Your
Fingertips document in Salesforce Help. With these changes, all feature documentation is available in one place, making it easy to
find the information you need.
New videos help you learn about the capabilities of Consumer Goods Cloud.
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Get More Control Over Business Years and Time Periods

Define business years more flexibly by specifying any number of days from 360 through 380 or by specifying a custom day to begin the
business year with. Customize how time is aggregated within your business. For example, define months with varying lengths, consisting
of 4 or 5 weeks. Define personalized labels for custom time periods. View and edit the KPI values associated with your custom periods,
months, or quarters in the customer business plan, profit and loss view, and promotion. View custom time period values with their
corresponding labels in a real-time report.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions where Consumer Goods Cloud Trade Promotion
Management is enabled.
Retain Consumer Goods Processing Services Data When You Clone or Refresh a Sandbox
Eliminate the need to reload all relevant integration data into Consumer Goods Processing Services and rerun all calculation processes.
Clone an available processing services database from within the same production org or any of its existing sandboxes without causing
any downtime in the source org.
Customize the Trade Calendar, P&L, and Promotions

Bring a more streamlined and familiar look to your Trade Calendar, P&L, and Promotions. Use key performance indicators (KPIs) on a
Trade Promotion launchpad, and align them with specific promotional templates. Provide a precise level of access with fine-grained
control over edit and access rights. Load data through an API without the need for a manual save and refresh to ensure real-time
incorporation of custom component information into the promotion.
Share Data From Your Account Plan and Customer Business Plan with Stakeholders
You can now download data from an account plan P&L view and customer business plan scenario to a CSV file.
Adjust KPIs in Your Customer Business Plan More Intuitively

Even if editing past periods is restricted in your customer business plan, you can still edit the current week or custom period. You can
also input a total value for a new business year.
Simplify User Access Checks to TPO Prediction Models

Streamline the user access to TPO prediction models by using the data from the Product Manager object.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions where Consumer Goods Cloud
Trade Promotion Management is enabled.
Who: The Forecast Baseline Sales Volume (Trade Promotion Optimization) and Predict Sales Uplift Volume templates are available to
Trade Promotion Management users with the Trade Promotion Optimization licenses.
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Salesforce Spring ’24 Release Notes Energy and Utilities Cloud
How: To get predictions, go to the Scoring Framework page in Setup. Create a CRM Analytics template configuration by using the
Forecast Baseline Sales Volume (Trade Promotion Optimization) and Predict Sales Uplift Volume templates.
Improved Trade Promotion Management Documentation

We updated the Set Up Trade Promotion Management document and deprecated the Trade Promotion Management At Your Fingertips
document in Salesforce Help. With these changes, all feature documentation is available in one place, making it easy to find the information
you need.

New videos help you learn about the capabilities of Consumer Goods Cloud.
Adjust the Promotion Page with an LWC Component: Watch this video series to create a Lightning Web Component that interacts
with Promotion and related data.
Automate the Transfer of TPM Promotions to Retail Promotions

With Trade Promotion Management (TPM) & Retail Execution (RE) promotion integration, plan your promotions in TPM, transfer, and
run through Retail Execution. Choose the promotion and tactic types that you want to transfer. Any changes in the source TPM promotions
reflect in the target promotions in RE. Adjust the out-of-the-box promotion transfer logic by using the customizable hooks.
How: When you transfer a promotion, it’s automatically recreated in RE via an asynchronous process triggered through the user interface
or in bulk by using a scheduled apex class.
SEE ALSO:
Consumer Goods Cloud Developer Guide
Run More Intelligent, Data-driven Promotions with MuleSoft Direct and Accelerators
Use MuleSoft Direct’s pre-built assets to surface relevant product, product hierarchies, account, and account hierarchies information
from ERP systems. Easily consolidate this information into the Consumer Goods Cloud for informed promotional planning. Integrate
promotions, promotion tactics, and account plans from Hyperforce to CRM Analytics to assess the effectiveness of trade promotions
and run more efficient and data-driven trade promotions. Optimize promotional strategies by integrating predictive baseline data from
CRM analytics with Consumer Goods Cloud. MuleSoft Accelerator for Consumer Goods integrates list price and COGS data from the ERP
system into Consumer Goods Cloud. Integrate POS order data with Data Cloud to improve accuracy in Trade Promotion Management
and combine accurate sales tracking with customer insights.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions where Consumer Goods Cloud or Consumer
Goods Cloud Trade Promotion Management is enabled.

Energy & Utilities Cloud (E&U Cloud) combines and extends the full power of Salesforce Sales and Service Cloud and the Salesforce
Platform into an industry-specific solution for utilities, retail energy, and modern energy services companies.
Learn about what’s in this release in the Energy and Utilities Cloud Release Notes
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Salesforce Spring ’24 Release Notes Financial Services Cloud

Create and execute a financial plan to reach a financial goal. Organize and unify data across Salesforce and other external data sources
using Data Cloud. A new setting lets you change the way that you share mortgage records, including residential loan applications.
Quickly sync events organized by users external to Salesforce and automatically create interaction participant records during an Interaction
event sync. Learn about these and other Financial Services Cloud features.

Create and execute a financial plan to reach a financial goal.
Organize and unify data across Salesforce and other external data sources using Data Cloud. View visualized insights in Salesforce
using FlexCards.
A new setting lets you change the way that you share mortgage objects including residential loan applications.
Quickly sync the events that aren’t organized by Salesforce users. Automatically create interaction participant records during an
interaction event sync.
New and Changed Financial Services Cloud Object Fields
New Apex Classes
Developer feature Apex classes.
New Connect APIs
Developer features connect APIs.
Developer feature Invocable Actions.
Mulesoft Wealth Management REST APIs
Developer features Mulesoft.
Quickly review the status of your integration callouts by using Integration Orchestration (pilot).

Financial Services Cloud includes access to some features that are available across clouds and products in Industries. Use these features
to extend and customize Financial Services Cloud based on your business needs.
Create actionable list definitions faster with predefined Data Processing Engine Definitions. Help your sales executives build more
flexible and extensive filters with Multi-Select Picklists. Sales or service executives can now reuse filter criteria with filter templates,
and get a quick view of an actionable list member’s details with the Show List Member Details component.

Sales or service executives can now access data segments securely and easily with data space. Sales or service executives can see
important information at a glance in the actionable list preview, and get timely email notifications when an actionable list limit is
reached.
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• KPI Bar
Provide customized insights on Actionable Lists by creating custom key performance indicators (KPIs). Sales or service executives
can now use custom KPIs on KPI Bar to get tailored insights on their actionable lists.
• Bulk Action Panel

Show the actionable list-specific bulk actions on Bulk Action Panel by creating bulk action configurations. Sales or service executives
can quickly access the relevant bulk actions on Bulk Action panel to streamline their actionable list workflows.

Create and execute a financial plan to reach a financial goal.

Use Financial Plans to help your clients plan for and reach their short and long-term financial objectives. On a person account or
household record, the FSCFinancialPlanDetails FlexCard shows your client’s financial plan and associated financial goals. Quickly
review details of each goal in a plan, such as target date, target value, priority, and feasibility. If your client’s priorities change, edit a
goal’s details such as target date or value. Give your users quick access to your external planning tool using the Launch Planning
Tool button.
When you create or edit a financial goal, you can now select a financial account to fund that goal using the FSCFinancialAccountDetails
FlexCard. The FlexCard shows the selected financial account, a list of financial goals funded by the account, and the available account
balance for goal funding.
Use the FinancialGoalsFundingHeader FlexCard to view and update the distribution of funds from a financial account to financial
goals. The FlexCard shows each goal’s name, target value, priority, and amount. The Funding Available for Goals field shows the
financial account’s remaining goal funding balance.
Identify the Financial Account Funding a Goal
You can now see the financial account that’s funding a goal on the FinancialAccountGoal FlexCard. Quickly identify the goals that
are funded by a financial account that has a change in income. For example, a client’s salary increases due to a promotion and they
want to increase contribution amounts to all post-retirement goals funded by their primary checking account.

Use Financial Plans to help your clients plan for and reach their short and long-term financial objectives. On a person account or household
record, the FSCFinancialPlanDetails FlexCard shows your client’s financial plan and associated financial goals. Quickly review details of
each goal in a plan, such as target date, target value, priority, and feasibility. If your client’s priorities change, edit a goal’s details such as
target date or value. Give your users quick access to your external planning tool using the Launch Planning Tool button.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud
is enabled.
Who: To use this feature, users need the Financial Services Cloud Extension and OmniStudio User permission sets.
Why: View the overall feasibility of your client’s financial plan, progress of each financial goal in the plan, and goals that need updating
to achieve success. For example, your client’s retirement financial plan has a goal for emergency savings. The feasibility of success is 0%
because it isn’t funded by a financial account. Edit the goal and link it to a financial account to ensure that your client reaches their goal
by retirement.
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How: Add the FSCFinancialPlanDetails FlexCard to person account and household record pages.
SEE ALSO:
Salesforce Help: Financial Goals

When you create or edit a financial goal, you can now select a financial account to fund that goal using the FSCFinancialAccountDetails
FlexCard. The FlexCard shows the selected financial account, a list of financial goals funded by the account, and the available account
balance for goal funding.
is enabled.
Who: Users need the Financial Services Cloud Extension and OmniStudio User permission sets to use this feature.
Why: Let your clients focus on the financial goals that are most important to them. For example, if a client decides to deprioritize their
summer vacation goal, edit the goal and select Don’t associate a financial account to this financial goal. This setting removes all
financial account associations from the goal.

Use the FinancialGoalsFundingHeader FlexCard to view and update the distribution of funds from a financial account to financial goals.
The FlexCard shows each goal’s name, target value, priority, and amount. The Funding Available for Goals field shows the financial
account’s remaining goal funding balance.
is enabled.
Why: Quickly identify the goals that need a contribution change when a client’s financial account balance changes. For example, a
financial account that funds three goals has an account balance decrease due to an unexpected expense. Reduce or remove funding
to the lowest priority goal that’s funded by the financial account.
How: Add the FinancialGoalsFundingHeader FlexCard to the Financial Account record page.
Identify the Financial Account Funding a Goal

You can now see the financial account that’s funding a goal on the FinancialAccountGoal FlexCard. Quickly identify the goals that are
funded by a financial account that has a change in income. For example, a client’s salary increases due to a promotion and they want
to increase contribution amounts to all post-retirement goals funded by their primary checking account.
is enabled.
How: If you cloned and customized the FinancialAccountGoal FlexCard to meet the needs of your team, update your FlexCard to add
the Financial Account name.

Organize and unify data across Salesforce and other external data sources using Data Cloud. View visualized insights in Salesforce using
FlexCards.
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Calculate Customer Insights using Data Cloud

Connect and integrate client data, such as interaction, behavioral, and transactional data across systems to give financial institutions
a unified profile of each client using Data Cloud for Financial Services Cloud. Build intelligent insights and identify trends about your
clients. Install the data kit to get access to data model object streams, mappings, transforms, and calculated insights for Financial
Services Cloud Data Cloud. Ingest your client’s transaction data by connecting Data Cloud to your external core banking system.
Build intelligent insights and identify trends about your clients using preconfigured calculated insights such as Total Monthly Expenses
or Financial Account Balance Net Worth.
View Visualized Insights for Client Cash Flow Summary
Identify trends in your client’s spending using the FSCDataCloudShowIncomeExpenses FlexCard. A bar graph shows a month-by-month
breakdown of total income and expenses. When Data Cloud is connected with your Financial Services Cloud org, the FlexCard pulls
data from calculated insights that look at your client’s deposits and expenses over the last 3 months, 6 months, and 1 year.
View Visualized Insights for Client Cash Flow by Category
Get a clear view of your client’s financial habits over the last 30 days by reviewing their income and expenses in the
FSCDataCloudCashFlowByCategory FlexCard. When Data Cloud is connected with your Financial Services Cloud org, the FlexCard
pulls data from two calculated insights: Monthly Expenses by Category and Monthly Inflow Transactions by Category.
Calculate Customer Insights using Data Cloud

Connect and integrate client data, such as interaction, behavioral, and transactional data across systems to give financial institutions a
unified profile of each client using Data Cloud for Financial Services Cloud. Build intelligent insights and identify trends about your clients.
Install the data kit to get access to data model object streams, mappings, transforms, and calculated insights for Financial Services Cloud
Data Cloud. Ingest your client’s transaction data by connecting Data Cloud to your external core banking system. Build intelligent insights
and identify trends about your clients using preconfigured calculated insights such as Total Monthly Expenses or Financial Account
Balance Net Worth.
is enabled.
Who: To use this feature, users need the Financial Services Cloud Extension and OmniStudio Admin or User permission set in their
Salesforce org, and Data Cloud Admin permission set in their Data Cloud org.
Why: Analyze data in near real-time and identify trends in your client data using calculated insights. For example, use the data gathered
from the Percentage of Cash Inflow Spent calculated insight to identify trends in spending, such as when a client spends 95% of their
incoming cash each month. To understand, target, and analyze your client data, use segmentation to break down the data into useful
segments.
How: Set up your Data Cloud org and then install and configure the data kit that contains the data model object streams, mappings,
transforms, and calculated insights. Connect your data source, such as Salesforce or an external core banking system, to Data Cloud.
Then use the power of Data Cloud to calculate customer insights and identify trends.
SEE ALSO:
Salesforce Help: Data Cloud for Financial Services Cloud
View Visualized Insights for Client Cash Flow Summary

Identify trends in your client’s spending using the FSCDataCloudShowIncomeExpenses FlexCard. A bar graph shows a month-by-month
breakdown of total income and expenses. When Data Cloud is connected with your Financial Services Cloud org, the FlexCard pulls data
from calculated insights that look at your client’s deposits and expenses over the last 3 months, 6 months, and 1 year.
is enabled.
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Who: To use this feature, users need the Financial Services Cloud Extension, Data Cloud for Financial Services Cloud Admin User or Data
Cloud for Financial Services Cloud User, OmniStudio Admin or User permission set in their Salesforce org, and Data Cloud Admin
permission set in their Data Cloud org.
How: To show an aggregate of all their financial accounts, add the FlexCard to a person account record page. Select a time frame of the
last 3 months, 6 months, or 1 year to review your client’s total income, total expenses, total surplus, average monthly income, average
monthly expenses, and average monthly surplus in one FlexCard.
View Visualized Insights for Client Cash Flow by Category

Get a clear view of your client’s financial habits over the last 30 days by reviewing their income and expenses in the
FSCDataCloudCashFlowByCategory FlexCard. When Data Cloud is connected with your Financial Services Cloud org, the FlexCard pulls
data from two calculated insights: Monthly Expenses by Category and Monthly Inflow Transactions by Category.
is enabled.
Who: To use this feature, users need the Financial Services Cloud Extension, Data Cloud for Financial Services Cloud Admin User or Data
Cloud for Financial Services Cloud User, OmniStudio Admin or User permission set in their Salesforce org, and Data Cloud Admin
permission set in their Data Cloud org.
How: To view an aggregate of all of financial accounts add the FlexCard to a person account record page. Select to show a client’s
income or expenses for the previous calendar month. A pie chart and a list show a breakdown of your client’s top five outgoing or
incoming transaction categories for the previous calendar month.

A new setting lets you change the way that you share mortgage objects including residential loan applications.
Control Who Can Access Residential Loan Application Records

Limit user access to Residential Loan Application records and other mortgage objects, even if they’re members of an Account team,
using the Override Mortgage Custom Sharing with Standard Salesforce Sharing setting. When you turn on the setting, standard
Salesforce sharing rules apply. This setting overrides the Edit Residential Loan Application for Account Read-Only Users setting.
Previously, access to the Residential Loan Application record was controlled by the associated account record sharing even if the
organization wide default for Residential Loan Application was set to Private.
Residential Loan Application Sharing Setting Updated
The Controlled by Parent organization-wide sharing setting is removed for Loan Application Asset, Loan Application Liability, and
Residential Loan Application objects. Review the sharing settings for the objects and if Controlled by Parent is in use, select a different
value.
Give mortgage Experience Cloud site users access to mortgage records using sharing sets. A sharing set grants site users access to
any record associated with an account or contact that matches the user’s account or contact. For example, grant site users access
to all Residential Loan Application records related to an account that’s identified on the user’s account record.
292
Control Who Can Access Residential Loan Application Records

Limit user access to Residential Loan Application records and other mortgage objects, even if they’re members of an Account team,
using the Override Mortgage Custom Sharing with Standard Salesforce Sharing setting. When you turn on the setting, standard Salesforce
sharing rules apply. This setting overrides the Edit Residential Loan Application for Account Read-Only Users setting. Previously, access
to the Residential Loan Application record was controlled by the associated account record sharing even if the organization wide default
for Residential Loan Application was set to Private.
is enabled.
Why: This setting lets you control loan application visibility, limiting unnecessary users from accessing sensitive client data. For example,
turn on the setting, set the organization wide default for Residential Loan Application and Account to Private, and add two users to an
Account team. When one user creates a Residential Loan Application record, the second user doesn’t have access to the record even
though they’re both members of the Account team.
How: From Setup, click Mortgage Settings and turn on the Override Mortgage Custom Sharing with Standard Salesforce Sharing.
SEE ALSO:
Set Up an Manage Mortgage
Mortgage Record Creation Settings
Residential Loan Application Sharing Setting Updated

The Controlled by Parent organization-wide sharing setting is removed for Loan Application Asset, Loan Application Liability, and
Residential Loan Application objects. Review the sharing settings for the objects and if Controlled by Parent is in use, select a different
value.
is enabled.
How: In Setup, select Sharing Settings. Confirm that the Default Internal Access and Default External Access isn’t set to Controlled
by Parent for Loan Application Asset, Loan Application Liability, and Residential Loan Application objects.

Give mortgage Experience Cloud site users access to mortgage records using sharing sets. A sharing set grants site users access to any
record associated with an account or contact that matches the user’s account or contact. For example, grant site users access to all
Residential Loan Application records related to an account that’s identified on the user’s account record.
is enabled.
How: From Setup, click Digital Experiences and create a sharing set or edit an existing one. Set up a sharing set with the mortgage
objects to which you want to grant access.
SEE ALSO:
Create a Sharing Set

Quickly sync the events that aren’t organized by Salesforce users. Automatically create interaction participant records during an interaction
event sync.
293
Gain More Visibility for Your Events Organized by Users External to Salesforce
Sales reps can use Einstein Activity Capture for Financial Services Cloud to sync the events that aren’t organized by Salesforce users
to keep the Salesforce calendars and availability up to date. The system promotes any one of the event attendees who is a Salesforce
user as the owner of the interaction record and uses the newly assigned owner’s connected calendar applications to sync the event
details with Salesforce. Previously, only the events that were organized by Salesforce users were synced between Salesforce and
connected accounts.
Streamline Creation of Interaction Participants
Save time and effort by creating interaction participants automatically during an interaction event sync. Previously, users created
interaction participant records manually. An interaction participant record is created only for those event attendees who are internal
Salesforce users and have the Compliant Data Sharing permission set.
Gain More Visibility for Your Events Organized by Users External to Salesforce
Sales reps can use Einstein Activity Capture for Financial Services Cloud to sync the events that aren’t organized by Salesforce users to
keep the Salesforce calendars and availability up to date. The system promotes any one of the event attendees who is a Salesforce user
as the owner of the interaction record and uses the newly assigned owner’s connected calendar applications to sync the event details
with Salesforce. Previously, only the events that were organized by Salesforce users were synced between Salesforce and connected
accounts.
is enabled.
How: From Setup, in the Quick Find box, enter Interaction Summary, and then select Interaction Summary Settings. Enable Einstein
Activity Capture for Financial Services Cloud.
SEE ALSO:
Salesforce Help: Considerations for Working with Einstein Activity Capture for Financial Services Cloud (can be outdated or unavailable
Streamline Creation of Interaction Participants

Save time and effort by creating interaction participants automatically during an interaction event sync. Previously, users created
interaction participant records manually. An interaction participant record is created only for those event attendees who are internal
Salesforce users and have the Compliant Data Sharing permission set.
is enabled.
How: From Setup, in the Quick Find box, enter Interaction Summary, and then select Interaction Summary Settings. Enable Create
Interaction Participants Automatically, and assign a default participant role.
SEE ALSO:
Salesforce Help: Create Interaction Participants (can be outdated or unavailable during release preview)
New and Changed Financial Services Cloud Object Fields

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Represents a financial plan for a person account.
Use the new FinancialPlan object.
Represents a junction between the financial goal and financial account that contributes towards the goal.
Use the new FinancialGoalFunding object.
New fields on the FinancialGoal object.
Use the new fields FinancialPlanID, EstimatedSuccessPercent, Category, and Frequency.
Application Objects
Updated field values on RecAlrtDataSrcExpSetDef object.
Field ExpressionSetObject picklist values removed.
Updated fields on Applicant object.
Field Prefix removed.
Field Salutation added.
New fields on the ApplicationFormProduct object.
Field Stage added.
Field Applicant Visible Status added.
New Apex Classes

Developer feature Apex classes.
FSCFinancialAccountService Class
Returns True if the FinancialAccountMgmtPref permission is enabled in the org. Namespace is fschousehold.
FSCGoalService Class
Returns either picklist values of a Financial Goal object or True if the user has Create, Edit, or Delete access to the FinancialGoal object.
Namespace is fschousehold.
FSCHouseholdService Class
Accepts a Person Account ID corresponding to a member of a Household and returns the other Household members. Namespace is
fschousehold.
FSCPlansAndGoalsUtil Class
Provides utilities to the other Financial Plans and Goals Apex classes. Namespace is fschousehold.
DisputeManagementHelper Class
FSCPlanService Class
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New Connect APIs

Developer features connect APIs.
Financial Goals
Manage the Financial Account funding sources when you create or update Financial Goals.
Service Process Studio

Create a Transaction Dispute use case based on the Service Process Studio Connect API.
Discovery Framework
Save questions and responses from a Discovery Framework OmniScript in an Assessment object and related objects.

Developer feature Invocable Actions.
Create Integration Plan

Create an Integration Plan based on an object such as an Application, Applicant, or PartyProfile ID, using a BRE Expression Set to make
decisions and Dynamic Fulfillment Orchestration to create related object records.
Run Integration Plan

Run an integration plan using Dynamic Fulfillment Orchestration, while each callout step is enqueued followed by its dependencies.
Mulesoft Wealth Management REST APIs

Developer features Mulesoft.
Add a beneficiary to an account

Make a POST request to the new /InvestmentAccounts/Initiate resource.
Update beneficiary details

Make a PATCH request to the new /InvestmentAccounts/Update resource.
Delete a beneficiary from an account

Make a DELETE request to the new /InvestmentAccounts/Delete resource.
Update customer details

Make a PATCH request to the new /customers/{customerId} resource.
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Process automated customer account transfer service requests

Make a POST request to the new /InvestmentAccounts/{accountId}/acats resource.
Retrieve details and beneficiaries for all linked accounts

Make a GET request to the new /InvestmentAccounts/{accountId}/Retrieve resource.
Process required minimum distributions

Make a POST request to the new /InvestmentAccounts/{accountId}/RMD resource.
Retrieve payment details

Make a GET request to the new /InvestmentAccounts/{accountId}/Payments/Retrieve resource.
Process payments
Make a POST request to the new /InvestmentAccounts/{accountId}/Payments/Initiate resource.
Cancel payments
Make a PATCH request to the new /InvestmentAccounts/{accountId}/Payments/Update resource.
Quickly review the status of your integration callouts by using Integration Orchestration (pilot).
Streamline Integration Callouts with Integration Orchestration (Pilot)

Your users can now review the status of integration callouts such as identity verification and anti-money laundering screening. Users
can effortlessly track the integrations, create an integration plan, and run the plan - all at one place.
Streamline Integration Callouts with Integration Orchestration (Pilot)

Your users can now review the status of integration callouts such as identity verification and anti-money laundering screening. Users
can effortlessly track the integrations, create an integration plan, and run the plan - all at one place.
is enabled.
Note: This feature isn’t generally available and is being piloted with certain Customers subject to additional terms and conditions.
It isn’t part of your purchased Services. This feature is subject to change, may be discontinued with no notice at any time at
Salesforce’s sole discretion, and Salesforce may never make this feature generally available. Make your purchase decisions only on
the basis of generally available products and features. This feature is made available on an AS-IS basis and use of this feature is at
your sole risk. To participate in this pilot, contact your account executive.
Who: To use this feature, users need the FSC Sales, FSC Sales and Service, and OmniStudio User permission sets.
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Salesforce Spring ’24 Release Notes Health Cloud
Health Cloud
Home Health optimizes visit scheduling and now supports group visits and dependent visits. Integrated Care Management supports
more ways to create, update, and view care plans. Provider Search has a new FlexCard that supports more targeted searches across more
data. Referral Management has a new guided process to boost referral numbers and new dashboards to get greater insights into referral
trends. Use new and updated user interfaces to track assessments better.

Leverage the new Electronic Signatures framework to record Chain of Custody events with electronic signatures and help users track
when their signatures are required. Optimize time-to-therapy by overriding work type step lead times by country and by site, and
maintaining a hierarchy of site overrides by location. Maximize manufacturing site utilization and optimize logistics lead time by
overriding lead times based on site-to-site relationships and modeling transportation logistics as work types in a work procedure.
Control who can see appointments in a work procedure by user profile.
Assessments Enhancements
Boost user productivity with Assessments enhancements in Health Cloud. The new Assessment History and Assessment Questions
components offer a complete view of a person’s assessment scores. The Assessments component can now be placed on your
application home pages. Prefilled responses for assessment questions help users complete assessments faster. Users can now open
completed assessments in View mode. Patients who access Experience Cloud sites as authenticated users have a clearer view of
their pending and completed assessments.
Set up signature trails to capture electronic signatures for key record updates or workflow steps in Health Cloud. Help your users
track pending signatures.
Home Health now provides advanced home visit scheduling with better optimization and more effective resource utilization.
Schedulers can easily broadcast and cancel visits, schedule dependent visits and group visits, and reschedule subsequent recurring
visits. Care resources can deliver timely and effective care and proactively improve patient safety with medication administration
capabilities.
Use the new OmniScript flow to update the problems, goals, and interventions in care plans using additional completed assessments.
Associate existing cases and clinical service requests with new care plans, and use the care plan interface on the case and clinical
service request record pages to manage these care plans.
Enhance the provider search experience by searching across more provider data, configuring the search results display, and customizing
search result filters. Use up to 40 custom fields in provider searches.
Modernize your referral process by creating a digital channel that guides guest users through creating a referral. Engage referred
patients faster by coordinating care and completing assessments directly on clinical service requests. Gain insights into referral
patterns, top referral resources, and provider performance by using the new Referral Management app.
CRM Analytics Enhancements for Health Cloud
Get insights into referrals by using the new Referral Analytics dashboards included in the Enhanced Analytics for Healthcare app.
Health Cloud Has New and Changed Objects
Store and access more data with these new and changed Health Cloud objects.
New and Changed Invocable Actions in Health Cloud
Use the new and changed invocable actions for Health Cloud.
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Health Cloud includes access to some features that are available across clouds and products in Industries. Use these features to extend
and customize Health Cloud based on your business needs.
• Action Launcher
Contact center agents can quickly resolve customer requests by launching button- and link-based actions and the service processes
associated with service catalogs. You can now customize the title shown on the Action Launcher component. If out-of-the-box
deployments are available, you can use them right away to configure Action Launcher.

Call the ready-to-use executable expression set templates from flows. Create precise rules with the operators and functions that
consider null values. Use the enhancements in decision tables to simplify and streamline lookups. Show your users more targeted
and nuanced explanations for expression set version step results with the enhancements in Decision Explainer.
• Criteria-Based Search and Filter

Search across more provider data, configure the search results display, and customize search result filters by using Provider Search
with Criteria-Based Search and Filter.

Enjoy more Data Cloud flexibility in your definitions with more objects types to choose from in data source and writeback nodes.
Choose Data Cloud Data Spaces for your definition. Troubleshoot quickly by restoring previous field selections in your data source
when you encounter an issue with a reference node. Upload CSV file data and write it back to an entity in Salesforce.
• Timeline
Configure Timeline to show engagement events from a specific data space in Data Cloud.

Leverage the new Electronic Signatures framework to record Chain of Custody events with electronic signatures and help users track
when their signatures are required. Optimize time-to-therapy by overriding work type step lead times by country and by site, and
maintaining a hierarchy of site overrides by location. Maximize manufacturing site utilization and optimize logistics lead time by overriding
lead times based on site-to-site relationships and modeling transportation logistics as work types in a work procedure. Control who can
see appointments in a work procedure by user profile.
Record Chain of Custody Events with Electronic Signatures

Reduce turnaround time by capturing electronic signatures within Health Cloud to record Chain of Custody events in the therapy
workflow. Leverage the new Electronic Signatures framework in Health Cloud to set up signature trails and validate signer credentials.
Map the designated verifiers to participant roles defined in teams. Then help the designated verifiers track when their signatures are
required.
Override Lead Times Based on Site-to-Site Relationships
Maximize manufacturing site utilization and optimize logistics lead time by scheduling appointment chains that respect prioritized
site-to-site relationships. You can override the lead time for a work type step based on the combination of source site and destination
site. The lead time override only applies to the work type step, not the work type.
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Maintain a Hierarchy of Site Overrides by Location

Optimize time-to-therapy by configuring a hierarchy of geographical overrides for each work type to determine the optimum lead
time for a work type step. The location at the lowest granular level has the highest priority. For example, in a Site-Country-Region
hierarchy, Site has the highest priority.
Override Work Type Step Lead Times by Country and by Site
Optimize time to therapy by representing regulatory or operational variances in lead time based on the location. You can override
the lead times of individual work type steps, or add or remove work type step lead times by country and by site. You can also include
further geographical dimensions such as regions or continents.
Schedule Transportation Logistics in a Work Procedure
Compute infusion dates with greater confidence with more granular lead times. Configure transportation logistics as work types
with their own slots and lead times to get this extra level of detail. Coordinators can book appointment slots that represent
transportation logistics, such as site pickup times that differ from the previous work type’s end time.
Show or Hide Appointments in a Work Procedure by User Profile
Streamline who can see all appointments in an appointment chain and who can see only appointments relevant to their role. For
example, while the Gene Therapy Coordinator sees all the appointments in an appointment chain, the Qualified Treatment Center
Coordinator doesn’t see the manufacturing appointments. Users can still create, update, or cancel appointments in the chain as part
of a multi-step scheduling guided experience, even if they don’t see them.
Record Chain of Custody Events with Electronic Signatures

Reduce turnaround time by capturing electronic signatures within Health Cloud to record Chain of Custody events in the therapy
workflow. Leverage the new Electronic Signatures framework in Health Cloud to set up signature trails and validate signer credentials.
Map the designated verifiers to participant roles defined in teams. Then help the designated verifiers track when their signatures are
required.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud or Health Cloud for Life
Sciences license.
Who: This feature is available to users with the Health Cloud Advanced Therapy Orchestration permission set and the Health Cloud
Advanced Therapy Orchestration permission set license.
How: After setting up Digital Verification, add the Digital Verification Setup field to the Custom Verification Type Override object’s page
layout. Generate and activate the Digital Verification Configuration decision table. Then create or edit Custody Verification Type Override
records to connect signature trails to custody items.
Override Lead Times Based on Site-to-Site Relationships

Maximize manufacturing site utilization and optimize logistics lead time by scheduling appointment chains that respect prioritized
site-to-site relationships. You can override the lead time for a work type step based on the combination of source site and destination
site. The lead time override only applies to the work type step, not the work type.
Sciences license.
Who: This feature is available to users with the Multi-Step Scheduling permission set and the Multi-Step Scheduling permission set
license.
How: From the Object Manager in Setup, add the Work Type Service Territory and Related Work Type Service Territory fields to the page
layout of the Work Type Step Lead Time Overrides object. Use these fields to define site-to-site relationships when you create work type
step lead time records.
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Maintain a Hierarchy of Site Overrides by Location

Optimize time-to-therapy by configuring a hierarchy of geographical overrides for each work type to determine the optimum lead time
for a work type step. The location at the lowest granular level has the highest priority. For example, in a Site-Country-Region hierarchy,
Site has the highest priority.
Sciences license.
license.
How: Set site priority for all sites when you define work type step overrides.
Override Work Type Step Lead Times by Country and by Site

Optimize time to therapy by representing regulatory or operational variances in lead time based on the location. You can override the
lead times of individual work type steps, or add or remove work type step lead times by country and by site. You can also include further
geographical dimensions such as regions or continents.
Sciences license.
license.
How: Set site priority for all sites when you define work type step overrides.
Schedule Transportation Logistics in a Work Procedure

Compute infusion dates with greater confidence with more granular lead times. Configure transportation logistics as work types with
their own slots and lead times to get this extra level of detail. Coordinators can book appointment slots that represent transportation
logistics, such as site pickup times that differ from the previous work type’s end time.
Sciences license.
license.
How: Model transportation logistics as a work type with its own lead time and add it as a work procedure step in a procedure. Coordinators
book the transportation step as an appointment when they book slots for the work procedure. You can now schedule a maximum of
10 work types in a work procedure.
Show or Hide Appointments in a Work Procedure by User Profile

Streamline who can see all appointments in an appointment chain and who can see only appointments relevant to their role. For
example, while the Gene Therapy Coordinator sees all the appointments in an appointment chain, the Qualified Treatment Center
Coordinator doesn’t see the manufacturing appointments. Users can still create, update, or cancel appointments in the chain as part of
a multi-step scheduling guided experience, even if they don’t see them.
Sciences license.
license.
How: Use standard Salesforce platform sharing mechanisms to control the visibility of work procedure steps by user profile.
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Assessments Enhancements
Boost user productivity with Assessments enhancements in Health Cloud. The new Assessment History and Assessment Questions
components offer a complete view of a person’s assessment scores. The Assessments component can now be placed on your application
home pages. Prefilled responses for assessment questions help users complete assessments faster. Users can now open completed
assessments in View mode. Patients who access Experience Cloud sites as authenticated users have a clearer view of their pending and
completed assessments.

You can now evaluate assessment scores and track score changes over time. Assessment scoring provides you with insightful data,
and empowers you to take preventative measures and timely actions to reach your goals more quickly. Use the new Response Value
Score field in the Assessment Question Response object to assign a score to each response.
Track Patient Progress Using Assessment History
The Assessment History component provides a graphical and tabular representation of changes in a person’s assessment scores
over time. The quick, at-a-glance view makes it easy to monitor and understand progress, and improve outcomes.
Track Changes in Assessment Question Scores
Get detailed insights into a person’s progress by tracking changes in assessment question scores on the new Assessment Questions
component. The component uses intuitive icons for each assessment question to visually represent changes in scores. When
expanded, each question has a graph and table showing the score for each assessment attempt. Monitoring score trends at the
assessment question-level helps in timely interventions and improved outcomes.
View and Manage All Patient Assessments in One Place
To give care coordinators like intake specialists and behavioral health specialists quick access to assessments for all of their assigned
patients, add the Assessment component to an app’s home page. This centralized view helps care coordinators save time and quickly
identify cases that require attention. Previously, users managed assessments for one patient at a time on individual record pages.
Improve Patient Experiences with Prefilled Assessments
Focus on the patient’s story and avoid entering or requesting the same information more than one time. Patients and healthcare
professionals can verify auto-populated data from their previous assessment responses.
Open Completed Assessments in View Mode
Get a comprehensive understanding of a person’s history and progress by viewing the entire assessment data as it was captured at
the time of administration. View mode gives you a clear, unfiltered view of the assessment questions and responses.
Give Patients a Complete View of Their Assessments
Patients who access Experience Cloud sites as authenticated users can easily start assessments on their To Do list and review the
assessments they’ve completed. Filters help patients zero in on specific assessments based on a name and a date range. Patients
can complete assessments at their convenience, and healthcare practitioners can focus on providing care and minimize the time
spent on gathering information.
Save Assessments as Drafts to Complete Later
Internal users like care coordinators and healthcare specialists can save drafts of assessments that they’re not ready to submit. Users
can then easily find the draft assessments that are in progress and complete them at their convenience. The flexibility to save drafts
prevents work from being lost if users must pause an assessment for any reason.

You can now evaluate assessment scores and track score changes over time. Assessment scoring provides you with insightful data, and
empowers you to take preventative measures and timely actions to reach your goals more quickly. Use the new Response Value Score
field in the Assessment Question Response object to assign a score to each response.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Health Cloud.
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Who: This feature is available to users with the Industries Assessment permission set license.
How: Add the Response Value Score field to the Assessment Question Response page using the page layout editor. If you started using
Discovery Framework after the Spring ‘24 release, you can skip this task.
Track Patient Progress Using Assessment History

The Assessment History component provides a graphical and tabular representation of changes in a person’s assessment scores over
time. The quick, at-a-glance view makes it easy to monitor and understand progress, and improve outcomes.
How: Place the DiscoveryFrameworkAssessmentHistory FlexCard on the assessment record page.
Track Changes in Assessment Question Scores

Get detailed insights into a person’s progress by tracking changes in assessment question scores on the new Assessment Questions
component. The component uses intuitive icons for each assessment question to visually represent changes in scores. When expanded,
each question has a graph and table showing the score for each assessment attempt. Monitoring score trends at the assessment
question-level helps in timely interventions and improved outcomes.
How: Add the new Response Value Score field to the Assessment Question Response page. If you started using Discovery Framework
after the Spring ‘24 release, you can skip this step. Then, configure the Get Assessment Response Score flow with your own score
evaluation tool. Finally, place the DiscoveryFrameworkAssessmentQuestionsList and the DiscoveryFrameworkAssessmentQuestion
FlexCards on the assessment record page.
View and Manage All Patient Assessments in One Place

To give care coordinators like intake specialists and behavioral health specialists quick access to assessments for all of their assigned
patients, add the Assessment component to an app’s home page. This centralized view helps care coordinators save time and quickly
identify cases that require attention. Previously, users managed assessments for one patient at a time on individual record pages.
How: In the Lightning App Builder, add the Assessment component to a home page layout.
Improve Patient Experiences with Prefilled Assessments

Focus on the patient’s story and avoid entering or requesting the same information more than one time. Patients and healthcare
professionals can verify auto-populated data from their previous assessment responses.
Who: This feature is available to users with the Health Cloud Foundation permission set and the Run Decision Table Permission.
How: From Setup, in the Quick Find box, enter Assessments, and then select Prefill Assessment Question Settings. Then follow
the guided setup instructions on the page to set up prefill questions, configure the prebuilt decision table, update OmniScripts, and
assign required permissions.
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Open Completed Assessments in View Mode

Get a comprehensive understanding of a person’s history and progress by viewing the entire assessment data as it was captured at the
time of administration. View mode gives you a clear, unfiltered view of the assessment questions and responses.
How: This change is available to your users without any additional configuration.
Give Patients a Complete View of Their Assessments

Patients who access Experience Cloud sites as authenticated users can easily start assessments on their To Do list and review the
assessments they’ve completed. Filters help patients zero in on specific assessments based on a name and a date range. Patients can
complete assessments at their convenience, and healthcare practitioners can focus on providing care and minimize the time spent on
gathering information.
Who: This feature is available to users with the Assessment Envelope for Community Users permission set, the OmniStudio User permission
set, access to Discovery Framework-specific objects and fields, and the Customer Community Plus User profile assignment.
How: If you haven’t already done so, give patients access to assessments on an Experience Cloud site. From Setup, in the Quick Find
box, enter Assessments, and then select Assessment Settings. Enable External User Assessments. Previously, this setting was
named Guest User Assessments. To customize tab names in your Experience Cloud site, use Lightning App Builder to configure the
External User Assessments component. Add the External User Assessments component to an existing Experience Cloud site or set up a
new site.
Save Assessments as Drafts to Complete Later

Internal users like care coordinators and healthcare specialists can save drafts of assessments that they’re not ready to submit. Users can
then easily find the draft assessments that are in progress and complete them at their convenience. The flexibility to save drafts prevents
work from being lost if users must pause an assessment for any reason.
How: To save an assessment for later, click Save as Draft. To finish an assessment, click the action menu on an assessment in progress
and select Continue.
Set up signature trails to capture electronic signatures for key record updates or workflow steps in Health Cloud. Help your users track
pending signatures.
Confirm Key Record Updates or Workflow Steps with Electronic Signatures

Reduce turnaround time for electronic records that require a signature trail by capturing electronic signatures without moving
outside of Health Cloud. Users can sign electronic records on the same device or different devices to verify key record updates. For
instance, users can capture consent for benefit verification or record workflow steps such as Chain of Custody events in Advanced
Therapy Management.
Help users track when they need to sign key record or workflow updates by embedding the Digital Verification List component
anywhere within your workflows in your org. This component is compatible with application home pages, all record pages, Lightning
web components, and Salesforce Flows.
304
Confirm Key Record Updates or Workflow Steps with Electronic Signatures

Reduce turnaround time for electronic records that require a signature trail by capturing electronic signatures without moving outside
of Health Cloud. Users can sign electronic records on the same device or different devices to verify key record updates. For instance,
users can capture consent for benefit verification or record workflow steps such as Chain of Custody events in Advanced Therapy
Management.
Sciences license.
How: Create a signature trail that sets the number of signatures required and whether designated verifiers must sign the records in
sequence or parallel. Define signature details such as the order of designated verifiers and whether designated verifiers belong to a user
group or have a specific participant role. You can leave a verifier blank during setup and assign a specific user at runtime. Configure a
connected app, authentication provider, and named credential to validate the signers’ user credentials.

Help users track when they need to sign key record or workflow updates by embedding the Digital Verification List component anywhere
within your workflows in your org. This component is compatible with application home pages, all record pages, Lightning web
components, and Salesforce Flows.
Sciences license.
How: After setting up Digital Verification, deploy the Digital Verification List component by editing an application home page or a record
page such as the Care Program Enrollee record page. From the Pending Signatures section, users can view a list of pending signatures
open for signing or rejected but still open.

Home Health now provides advanced home visit scheduling with better optimization and more effective resource utilization. Schedulers
can easily broadcast and cancel visits, schedule dependent visits and group visits, and reschedule subsequent recurring visits. Care
resources can deliver timely and effective care and proactively improve patient safety with medication administration capabilities.
Reduce No-Shows By Broadcasting Available Home Visits

Handle the ever-increasing demand for care resources, enhance operational efficiency, and provide timely patient care with the new
Broadcast option for home visits. Schedulers can now quickly and easily broadcast up to 50 home visits to three service regions in
one go. Care resources with matching skills in those regions receive a notification about the visits on their Field Service Mobile app
that they can choose to accept. Use the new Broadcast Home Healthcare Visit flow to optimize the complex scheduling process and
provide a seamless broadcasting experience.
Promote Optimal Patient Health Outcomes With Dependent Home Visits
Schedulers can now create two dependent visits in one go for patients who require more complex home healthcare services. In
dependent visits, two care resources provide different services to a patient at the same time, while focusing on care continuity and
improved care quality.
305

Schedulers can now group the visits scheduled for multiple patients in nearby locations and with similar health conditions. The new
Bundle Home Healthcare Visits flow bundles such patient visits into a group visit and assigns a single care resource to perform the
visit. Group visits are easy to schedule, provide better tracking, improve patient experience, and reduce the costs for several health
conditions. Compared with individual visits, care resources also save travel time and can handle the visits in any sequence.
Streamline Patient Care With Effective Medication Administration
Improve patient safety, medication adherence, and health outcomes by administering medications to your patients during a home
visit. If a patient’s care service routine requires medication administration, your clinicians now see the task listed under the visit in
their Field Service Mobile app. Clinicians can specify the medication, add dosage details, and indicate the completion of the task for
future tracking and reference.
Easily Reschedule a Series of Recurring Home Visits
Reduce administrative delays and procedural hassles by empowering your schedulers to reschedule all subsequent recurring home
visits at once. Use the enhanced Reschedule Home Healthcare Visit flow to reschedule recurring visits depending on a patient’s
availability and preference.
Your schedulers can now cancel single or multiple upcoming visits if your care resources or patients can’t make it to their appointments
on the scheduled date. This quick and effective way to cancel visits in bulk helps save time, minimize manual errors, and promote
efficient resource utilization.
Optimize Operations with the Updated Guided Setup for Home Health
Home Health’s guided setup now includes new steps for setting up visit broadcasts, medication administration, dependent and
group visits, and more. Shorten implementation time by following simple, clear steps for necessary tasks such as prerequisite checks
and process setups, all from one place.
Reduce No-Shows By Broadcasting Available Home Visits

Handle the ever-increasing demand for care resources, enhance operational efficiency, and provide timely patient care with the new
Broadcast option for home visits. Schedulers can now quickly and easily broadcast up to 50 home visits to three service regions in one
go. Care resources with matching skills in those regions receive a notification about the visits on their Field Service Mobile app that they
can choose to accept. Use the new Broadcast Home Healthcare Visit flow to optimize the complex scheduling process and provide a
seamless broadcasting experience.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions in the Salesforce Field Service mobile app,
with the Health Cloud and the Home Health add-on licenses.
Who: To use the mobile app, users need the Home Health Caregiver or the Home Health Clinician permission set license.
How: From the Object Manager, edit the page layout of Schedule Broadcast Appointment. From the Mobile & Lightning Actions menu,
add the Accept Visit quick action to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
Then, in the Field Service Mobile App Builder, add a tab for the Schedule Broadcast Appointment Resource list view.
SEE ALSO:
Salesforce Help: Broadcast Visits with Home Health
Salesforce Help: Accept Broadcasted Home Visits
Salesforce Help: Set Up Home Visit Broadcasting
306
Promote Optimal Patient Health Outcomes With Dependent Home Visits

Schedulers can now create two dependent visits in one go for patients who require more complex home healthcare services. In dependent
visits, two care resources provide different services to a patient at the same time, while focusing on care continuity and improved care
quality.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud and the Home Health
add-on licenses.
Who: This feature is available to users with the Manage Home Health permission set license.
Why: Use the enhanced Schedule Home Healthcare Visit flow to automatically determine the number of care resources required for a
patient’s service request. Depending on the resource count, the flow schedules either a single visit or two dependent visits for the same
start time and assigns care resources having the required skills. This change helps schedulers save time, reduce manual effort, and stay
on top of complex and multistage home visits.
How: From the App Launcher, go to the Field Service Admin app. Click Scheduling, select General Logic, and then select Enable
complex work.
SEE ALSO:
Salesforce Help: Set Up Dependent Home Visits
Salesforce Help: Schedule Dependent Visits with Home Health

Schedulers can now group the visits scheduled for multiple patients in nearby locations and with similar health conditions. The new
Bundle Home Healthcare Visits flow bundles such patient visits into a group visit and assigns a single care resource to perform the visit.
Group visits are easy to schedule, provide better tracking, improve patient experience, and reduce the costs for several health conditions.
Compared with individual visits, care resources also save travel time and can handle the visits in any sequence.
add-on licenses.
How: From the App Launcher, go to Appointment Bundle Policies and create a bundle policy for home visits.
SEE ALSO:
Salesforce Help: Create a Bundle Policy for Group Visits
Salesforce Help: Schedule Group Visits with Home Health
Streamline Patient Care With Effective Medication Administration

Improve patient safety, medication adherence, and health outcomes by administering medications to your patients during a home visit.
If a patient’s care service routine requires medication administration, your clinicians now see the task listed under the visit in their Field
Service Mobile app. Clinicians can specify the medication, add dosage details, and indicate the completion of the task for future tracking
and reference.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions in the Salesforce Field Service mobile app,
with the Health Cloud and the Home Health add-on licenses.
Who: To use the mobile app, see a patient’s clinical data, and administer medications, users need the Home Health Clinician permission
set license.
How: From Setup, go to Flows, and clone and activate the Add Patient Medication for Home Visits flow.
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Then, from the App Launcher, go to Work Step, and add the cloned flow as an action definition for medication administration-related
work steps.
SEE ALSO:
Salesforce Help: Set Up Medication Administration and Management for Home Visits
Salesforce Help: Administer Medications to Patients During Home Visits
Easily Reschedule a Series of Recurring Home Visits

Reduce administrative delays and procedural hassles by empowering your schedulers to reschedule all subsequent recurring home visits
at once. Use the enhanced Reschedule Home Healthcare Visit flow to reschedule recurring visits depending on a patient’s availability
and preference.
add-on licenses.
How: In the Lightning App Builder, place the Home Health Visits lightning component on the Person Account record page.
From Setup, go to the Home Health Settings page and enable the latest version of the Reschedule Home Healthcare Visit flow.
SEE ALSO:
Salesforce Help: Enable Latest Version of Reschedule Home Healthcare Visit Flow
Salesforce Help: Reschedule Subsequent Recurring Visits with Home Health

Your schedulers can now cancel single or multiple upcoming visits if your care resources or patients can’t make it to their appointments
on the scheduled date. This quick and effective way to cancel visits in bulk helps save time, minimize manual errors, and promote efficient
resource utilization.
add-on licenses.
How: In the Lightning App Builder, place the Home Health Visits lightning component on the Person Account record page.
SEE ALSO:
Salesforce Help: Cancel Home Visits
Optimize Operations with the Updated Guided Setup for Home Health
Home Health’s guided setup now includes new steps for setting up visit broadcasts, medication administration, dependent and group
visits, and more. Shorten implementation time by following simple, clear steps for necessary tasks such as prerequisite checks and process
setups, all from one place.
add-on licenses.
308
How: From Setup, go to the Home Health Settings page to find the updated guided setup.
SEE ALSO:
Salesforce Help: Set Up Home Health

Use the new OmniScript flow to update the problems, goals, and interventions in care plans using additional completed assessments.
Associate existing cases and clinical service requests with new care plans, and use the care plan interface on the case and clinical service
request record pages to manage these care plans.
Update Care Plans Using Additional Assessments

Update the problems, goals, and interventions in existing care plans using additional assessments. The new OmniScript flow
recommends new problems, goals, and interventions based on the additional assessments that a user selects. A comparative view
of the recommended and current problems, goals, and interventions makes it easier to update care plans as needed. When you
update a care plan, you can have a single, comprehensive care plan for a patient, which makes it easier to monitor patient progress.
Associate An Existing Case and Clinical Service Request to a New Care Plan
When creating a care plan using assessments, care gaps, or care plan templates, you can now link an existing case and clinical service
request.
Manage Care Plans on Case and Clinical Service Request Record Pages
You can now view, create, and manage related care plans on the case and clinical service request record pages. Previously, you could
access the care plan interface only from the patient account record page. The new update makes care plans more easily accessible
without having to navigate to the account record page each time.
Update Care Plans Using Additional Assessments

Update the problems, goals, and interventions in existing care plans using additional assessments. The new OmniScript flow recommends
new problems, goals, and interventions based on the additional assessments that a user selects. A comparative view of the recommended
and current problems, goals, and interventions makes it easier to update care plans as needed. When you update a care plan, you can
have a single, comprehensive care plan for a patient, which makes it easier to monitor patient progress.
Who: This feature is available to users with the Care Plans Access permission set license.
Associate An Existing Case and Clinical Service Request to a New Care Plan
When creating a care plan using assessments, care gaps, or care plan templates, you can now link an existing case and clinical service
request.
Manage Care Plans on Case and Clinical Service Request Record Pages
You can now view, create, and manage related care plans on the case and clinical service request record pages. Previously, you could
access the care plan interface only from the patient account record page. The new update makes care plans more easily accessible
without having to navigate to the account record page each time.
309
How: In the Lightning App Builder, place the IndustriesHCCarePlanManager FlexCard on the case record page and the clinical service
request record page.

Enhance the provider search experience by searching across more provider data, configuring the search results display, and customizing
search result filters. Use up to 40 custom fields in provider searches.

Match patients to providers by using a more flexible and customizable Provider Search tool. By using Provider Search with Criteria-Based
Search and Filter, you can configure custom search criteria, search result filters, and the search result display. You can also customize
search result actions. Users can search across a richer set of data and initiate a referral flow directly from search results.
Add More Custom Fields to Run Provider Searches
Now you can use up to 40 custom fields in provider searches. With the increased limit, users can refine their searches and find suitable
providers more easily.

Match patients to providers by using a more flexible and customizable Provider Search tool. By using Provider Search with Criteria-Based
Search and Filter, you can configure custom search criteria, search result filters, and the search result display. You can also customize
search result actions. Users can search across a richer set of data and initiate a referral flow directly from search results.
Who: This feature is available to users with the Criteria-Based Search and Filter permission set and either the Health Cloud Provider
Relationship Management or Health Cloud Provider Search permission set.
How: If you don’t already use Provider Search, enable it. In Criteria-Based Search and Filter settings, create a search criteria configuration.
Then add the Criteria-Based Search and Filter component to a Lightning page.
Add More Custom Fields to Run Provider Searches

Now you can use up to 40 custom fields in provider searches. With the increased limit, users can refine their searches and find suitable
providers more easily.
Who: This feature is available to users with the Data Pipelines Base User permission set.
How: Configure up to 40 active Care Provider Search Config mappings. Each mapping corresponds to a searchable parameter in Provider
Search. You can create up to 130 mappings, and have up to 40 active mappings at a time.

Modernize your referral process by creating a digital channel that guides guest users through creating a referral. Engage referred patients
faster by coordinating care and completing assessments directly on clinical service requests. Gain insights into referral patterns, top
referral resources, and provider performance by using the new Referral Management app.
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Reduce incoming fax volume and delays in patient care by modernizing your referral process with a branded digital experience for
guest users. Create your own version of the Create Referral prebuilt OmniScript and customize it to guide guest users through creating
a referral and uploading related documents. You can reduce spam and misuse by using reCAPTCHA verification.
Process referrals faster by completing many related tasks in one place. Schedule appointments, complete assessments, add care
plans, enroll in care programs, and launch actions directly on a clinical service request.
Focus on Key Referral Metrics to Improve Efficiency
Use the new Referral Management app to prioritize referral requests, analyze incoming and outgoing referrals, and assess your team’s
capacity to process referrals. The new Referral Analytics dashboards embedded in the app rely on data from clinical service requests,
and are available as standalone components for other page layouts.

Reduce incoming fax volume and delays in patient care by modernizing your referral process with a branded digital experience for guest
users. Create your own version of the Create Referral prebuilt OmniScript and customize it to guide guest users through creating a referral
and uploading related documents. You can reduce spam and misuse by using reCAPTCHA verification.
Who: This feature is available to users with the Health Cloud Foundation and OmniStudio Admin permission set, the Customize Application
permission, and the Create and Set Up Experiences and View Setup and Configuration permissions.
How: From Setup, in the Quick Find box, enter Referral Management, and then select Referral Management Settings. Then
follow the guided setup instructions on the page to set up your Experience Cloud site, set up reCAPTCHA, and install and configure the
Create Referral OmniScript to meet your requirements.

Process referrals faster by completing many related tasks in one place. Schedule appointments, complete assessments, add care plans,
enroll in care programs, and launch actions directly on a clinical service request.
How: Add the relevant Lightning components to the clinical service request page layout using the Lightning App Builder:
• Healthcare Appointment Scheduler for scheduling appointments
• Assessment for completing assessments, for example intake and eligibility assessments
• FlexCard component that specifies the IndustriesHCCarePlanManager FlexCard for adding care plans
• Action Launcher for launching actions included in an Action Launcher deployment
In Object Manager, add related lists to the Clinical Service Request object:
• Service Appointments related list for scheduling appointments
• Care Plans related list for viewing and adding care plans
• Care Program Enrollees related list for viewing and enrolling in care programs
Focus on Key Referral Metrics to Improve Efficiency

Use the new Referral Management app to prioritize referral requests, analyze incoming and outgoing referrals, and assess your team’s
capacity to process referrals. The new Referral Analytics dashboards embedded in the app rely on data from clinical service requests,
and are available as standalone components for other page layouts.
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Who: This feature is available to users with the Health Cloud Foundation permission set.
How: From Setup, in the Quick Find box, enter Referral Management, and then select Referral Management Settings. If you
haven’t already done so, set up CRM Analytics for Health Cloud. Then enable the Referral Management App.
For details about the new dashboards used in the Referral Management app, see Manage Your Patient Referrals Better Using Referral
Analytics .
CRM Analytics Enhancements for Health Cloud

Get insights into referrals by using the new Referral Analytics dashboards included in the Enhanced Analytics for Healthcare app.
Manage Your Patient Referrals Better Using Referral Analytics

Streamline your patient referral management with the new Referral Analytics dashboards for tracking and analyzing referral activities.
Get complete visibility into incoming and outgoing referral statuses, referral age, and priority for improved resource planning.
Healthcare resources can use the dashboard to assess referral process efficiency and streamline the process for enhancing patient
care. Referral coordinators can use the dashboards to prioritize and focus on top referral cases that require attention and optimize
their workflow.
Manage Your Patient Referrals Better Using Referral Analytics

Streamline your patient referral management with the new Referral Analytics dashboards for tracking and analyzing referral activities.
Get complete visibility into incoming and outgoing referral statuses, referral age, and priority for improved resource planning. Healthcare
resources can use the dashboard to assess referral process efficiency and streamline the process for enhancing patient care. Referral
coordinators can use the dashboards to prioritize and focus on top referral cases that require attention and optimize their workflow.
Health Cloud is enabled.
Who: These dashboards are part of the Enhanced Analytics for Healthcare app and are available to users with the Healthcare Intelligence
or CRM Analytics for Health Cloud add-on license. Users with the Healthcare Analytics Admin or Health Intelligence Admin permission
set can create, edit, and delete the app. Users with the Healthcare Analytics User or Health Intelligence User permission set can view the
app dashboards.
How: From Setup, in the Quick Find box, enter Health Cloud CRM Analytics Settings, and then select Enhanced
Analytics for Healthcare. Follow the instructions on the page to set up an Enhanced Analytics for Healthcare app.
For details about the new Referral Management app that uses these dashboards, see Focus on Key Referral Metrics to Improve Efficiency.
Health Cloud Has New and Changed Objects

Store and access more data with these new and changed Health Cloud objects.
Where: This change applies to Enterprise and Unlimited editions.
Advanced Therapy Management

Represent the relationship between service territories where an advanced therapy is performed
Use the new WorkTypeServiceTerritory and RelatedWorkTypeServiceTerritory fields in the
WorkTypeStepLdTimeOvride object.
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Assessments
Track the status of an assessment saved as a draft
Use the new InProgress picklist value in the Status field in the AssessmentEnvelopeItem object.
Configure an assessment question to be automatically prefilled
Use the new IsPrefill field in the OmniProcessAsmtQuestionVer object.
Store the score of an assessment question response value.
Use the new ResponseValueScore field in the AssessmentQuestionResponse object.
Represent information about external assessments.
Use the new ExternalAssessmentDefinition object.
Represent information about suggested assessments.
Use the new SuggestedAssessmentDef object.
Represents the reasons for a suggested assessment.
Use the new SuggestedAssessmentReason object.
Care Program Management

Associate a care program enrollee with a clinical service request
Use the new ClinicalServiceRequestId field in the CareProgramEnrollee object.
Store information about the verification of a related record
Use the new DigitalVerification object.
Store information about a digital verification setup, such as the number of signatures needed and the record action that's
related to the verification
Use the new DigitalVerificationSetup object.
Store contextual details of a digital verification setup, such as the user who does the verification, and the messages that
display at the time of verification
Use the new DigitalVerfSetupDetail object.
Home Health
Represent a broadcast of appointments that's sent to resources of specific service territories
Use the new ScheduleBroadcast object.
Represent service territories to which a schedule broadcast is sent
Use the new ScheduleBroadcastTerritory object.
Represent appointments that schedulers broadcast to resources using a schedule broadcast
Use the new ScheduleBroadcastAppointment object.
Represent a junction between a Schedule Broadcast Appointment and a Service Resource
Use the new ScheduleBrdcstApptResource object.
Specify the ID of a related care service visit that’s associated with a care service visit
Use the new RelatedVisitId field in the CareServiceVisit object.
Specify the type of related visit that's associated with the care service visit
Use the new RelatedVisitType field in the CareServiceVisit object.
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Salesforce Spring ’24 Release Notes Industries Order Management
New and Changed Invocable Actions in Health Cloud

Use the new and changed invocable actions for Health Cloud.
Create a visit record for each patient home visit and bundle them into a group visit
Use the new scheduleGroupVisits action.
Reschedule a set of subsequent recurring home healthcare visits
Use the new rescheduleRecurringHomeVisits action.
Create a set of dependent recurring home healthcare visits
Use the new firstCareResourceSkillsIdsList, secondCareResourceSkillsIdsList, careResourceCount, and workTypeIdsList input fields on
the existing scheduleRecurringHomeVisit action.

Industries Order Management (also called Order Management, IOM or just OM) is a product module that delivers best-in-class,
next-generation order management capabilities to communications, media and energy companies.
Learn about what’s in this release in the Industries Order Management Release Notes
Insurance
Insurance connects frontline agents, back-office teams, and customers with flexible components that support policy administration,
benefit administration, claims, and billing.
Learn about what’s in the Spring ’24 release in the Insurance Release Notes.
Loyalty Management
Leverage the capabilities of Global Promotions Management to bring your brand’s promotion strategy to life within minutes. Offer games
like Spin the Wheel and Scratchcard as program rewards to members. Focus on the most important aspects of your loyalty program on
the refreshed Loyalty Program page. Use the new filter options in the Liability Forecast dashboard to get a more focused view of your
loyalty program’s liability.

Marketing managers can now easily create pricing and loyalty promotions using a simple guided flow. Use a combination of options
to define the perfect eligibility criteria for your promotions. Add multiple diverse rules to each promotion with nine promotion
templates. Offer multiple rewards as part of the same promotion and inform members about the promotion as soon as it’s launched
using Marketing Cloud journeys. Choose the type of limits that you want to add for your promotions.
Make Your Loyalty Program Engaging and Fun with Games
Offer games like Spin the Wheel and Scratchcard as program rewards for your members. The games offer members a chance to win
points, vouchers, entries in raffle contests, or custom rewards that your brand wants to offer the members. Program managers can
decide the validity period of the games, the timeout duration for members, and the color, the branding image, and the win probability
of each game reward. To ensure that the games don’t cross the allocated budget, the program manager can set limits for each game
reward.
Do More with the Refreshed Quick Promotion Guided Flow
Marketing managers can now use the Quick Promotion guided flow to select a more granular promotion eligibility criteria, to get a
head start on their promotion configuration with the Accrual Events template, and to design the promotion launch email.
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Salesforce Spring ’24 Release Notes Loyalty Management
Increase Your Efficiency with a Simplified Loyalty Program Page

We've redesigned the Loyalty Program page to make it super easy for you to find what you are looking for. From the Promotions
component, view your recent promotions, create quick promotions, and go out to the Promotion Console app.
Optimize Your Liability Forecast with Multivariate Forecasting
In the Liability Forecast dashboard, loyalty program managers can use the multi-select picklist to comprehensively analyze program
liability based on voucher liability and various non-qualifying points (NQP) such as accrued, redeemed, and expired points. Enhance
accuracy in liability prediction and offer flexibility to customize the analysis based on relevant decision factors.
Drive member engagement and enhance member experience by integrating Loyalty Management with a receipt scanning app that
uses optical character recognition to read and interpret receipts. Members can upload receipts of the products purchased at third-party
stores, and get rewards for eligible purchases. They can use their iOS or Android mobile app to upload their purchase receipts and
get rewarded. Use data from these receipts to track member behavior and analyze purchasing patterns to design effective promotions
for your brand.
New and Changed Objects in Loyalty Management
Do more with the new and updated Loyalty Management objects.
New Metadata Types in Loyalty Management
Make the most of the new types in Loyalty Management.

Loyalty Management includes access to some features that are available across clouds and products in Industries. Use these features to
extend and customize Loyalty Management based on your business needs.
• Action Launcher on page 361
Admins can customize the name of the Action Launcher component for service reps.
• Actionable Segmentation on page 362

Admins can use their loyalty program-specific Data Processing Engine definitions to create actionable list definitions.
• Data Processing Engine on page 375

Admins can use information stored in Data Cloud as data sources and write back results to Data Cloud objects.
• Timeline on page 384

Admins can now show engagement events from a specific data space to service reps.

Marketing managers can now easily create pricing and loyalty promotions using a simple guided flow. Use a combination of options to
define the perfect eligibility criteria for your promotions. Add multiple diverse rules to each promotion with nine promotion templates.
Offer multiple rewards as part of the same promotion and inform members about the promotion as soon as it’s launched using Marketing
Cloud journeys. Choose the type of limits that you want to add for your promotions.
315
Offer Members Real-Time Discounts on Their Purchases

Global Promotions Management comes with promotion templates that help marketing managers offer discounts to members on
their carts or on their cart items. The Get Eligible Promotion business API powers your brand to show members the promotions that
are eligible for their cart during checkout.
Pick from a Diverse Set of Options to Define a Promotion’s Eligibility Criteria
Marketing managers can choose the eligibility criteria of a promotion from a wide variety of options provided by Global Promotions
Management. They can choose a combination of eligibility categories or pick one.
Get a Jump-Start on Adding Promotion Rules with Promotion Templates
Instead of spending time on creating one promotion rule at a time, use promotion templates to build multiple rules for a promotion.
The templates are intuitive with simple configuration choices and are adaptable to all your business scenarios. Select what customers
have to do to be eligible and complement it with what eligible customers get. You get eight pricing templates and a template that’s
built for your loyalty program’s member accrual events.
Offer a diverse range of exciting rewards as part of each promotion rule to attract members towards your brand. Offer points, vouchers,
badges, and games to the members along with the discounts on their purchases. Points and vouchers help drive future sales, and
badges and games help you to keep members engaged with the brand.
Enforce limits to ensure that your promotions stay within the approved budget. Limits also help secure your brand against malicious
activities. You can set limits at two levels. The first limit is on the promotion and the second limit is on the members.
Notify Members About Promotions Through Personalized Emails
When marketing managers create a promotion, they can design the promotion’s marketing email as well. Customize the email’s
design based on the brand’s styling and personalize the content to include the details of the members, and the promotion’s offers.
After the promotion is activated, a Marketing Cloud journey automatically sends the email to the customers who are eligible for the
promotion.
Manage All Aspects of Your Promotions from a Single App
On the brand new Promotion Console app, you can create promotions, manage your promotion rewards, view the promotion
calendar to find promotion whitespaces, and track the performance of your promotions. If you want to create promotions outside
your loyalty program to target customers who aren’t loyalty program members, create the promotions from the Promotion Console
app.
Analyze Promotion Impact with Global Promotions Management Analytics
Get comprehensive insights into your promotions and their effectiveness based on revenue impact and member engagement. Use
the Global Promotions Management Analytics dashboards to identify top revenue-generating promotions, track member engagement,
and analyze product performance.
Offer Members Real-Time Discounts on Their Purchases

Global Promotions Management comes with promotion templates that help marketing managers offer discounts to members on their
carts or on their cart items. The Get Eligible Promotion business API powers your brand to show members the promotions that are eligible
for their cart during checkout.
Where: This change applies to Lightning Experience in Developer, Enterprise, Performance, and Unlimited editions where Loyalty
Management is available.
Why: After a member completes their purchase, the updated Transaction Journal Execution business API automatically applies the
selected promotion’s rewards for the member’s transaction. Along with cart and cart item discounts, marketing managers can also offer
members loyalty rewards like points, vouchers, badges, and games.
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How: From Setup, in the Quick Find box, enter Global Promotions Management Settings, and then select Global
Promotions Management Settings. Turn on Global Promotions Management.
Pick from a Diverse Set of Options to Define a Promotion’s Eligibility Criteria

Marketing managers can choose the eligibility criteria of a promotion from a wide variety of options provided by Global Promotions
Management. They can choose a combination of eligibility categories or pick one.
Management is available and Global Promotions Management is enabled.
Why: Base the promotion’s eligibility criteria on the products purchased, purchase channel, member milestone, and member segmentation.
A simple eligibility criteria can be that a promotion is only eligible for purchases made from a specific social media platform. A complex
criteria can be that a specific product must be purchased from a particular store by a member who belongs to a loyalty program’s highest
tier on their birthday.
How: From the Promotions component of a loyalty program, click New Quick Promotion. On the Define Promotion Eligibility step of
the Quick Promotions guided flow, select your promotion’s eligibility criteria.
Get a Jump-Start on Adding Promotion Rules with Promotion Templates

Instead of spending time on creating one promotion rule at a time, use promotion templates to build multiple rules for a promotion.
The templates are intuitive with simple configuration choices and are adaptable to all your business scenarios. Select what customers
have to do to be eligible and complement it with what eligible customers get. You get eight pricing templates and a template that’s
built for your loyalty program’s member accrual events.
317
How: From the Promotions component of a loyalty program, click New Quick Promotion. On the Select Promotion Template step of
the Quick Promotions guided flow, choose the templates that you want to use to create the promotion’s rules.

Offer a diverse range of exciting rewards as part of each promotion rule to attract members towards your brand. Offer points, vouchers,
badges, and games to the members along with the discounts on their purchases. Points and vouchers help drive future sales, and badges
and games help you to keep members engaged with the brand.
How: From the Promotions component of a loyalty program, click New Quick Promotion. On the Configure Promotion Template step
of the Quick Promotions guided flow, click Add Another Reward to choose additional rewards.

Enforce limits to ensure that your promotions stay within the approved budget. Limits also help secure your brand against malicious
activities. You can set limits at two levels. The first limit is on the promotion and the second limit is on the members.
318
How: From the Promotions component of a loyalty program, click New Quick Promotion. On the Add Promotion Limits step of the
Quick Promotions guided flow, you can select a mix of:
• Limits on the number of vouchers issued, number of points credited, and liability incurred by the promotion, and the number of
times that members can use the promotion.
• Limits on the number of vouchers issued, number of points credited, and liability incurred for each member, and the number of
times that the promotion can be used for each cart and line item.
Notify Members About Promotions Through Personalized Emails

When marketing managers create a promotion, they can design the promotion’s marketing email as well. Customize the email’s design
based on the brand’s styling and personalize the content to include the details of the members, and the promotion’s offers. After the
promotion is activated, a Marketing Cloud journey automatically sends the email to the customers who are eligible for the promotion.
Management and Marketing Cloud Connect are available, and Global Promotions Management is enabled.
How: From the Promotions component of a loyalty program, click New Quick Promotion. On the Design Distribution Assets step of
the Quick Promotions guided flow, customize the promotion’s email. To automatically send the launch email to members, the admin
must connect Global Promotions Management with the brand’s Marketing Cloud business unit.
After the promotion is activated, a journey is automatically created in the connected Marketing Cloud business unit to send the promotion
launch email.
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Manage All Aspects of Your Promotions from a Single App

On the brand new Promotion Console app, you can create promotions, manage your promotion rewards, view the promotion calendar
to find promotion whitespaces, and track the performance of your promotions. If you want to create promotions outside your loyalty
program to target customers who aren’t loyalty program members, create the promotions from the Promotion Console app.
How: From the App Launcher, find and select Promotion Console.
Analyze Promotion Impact with Global Promotions Management Analytics

Get comprehensive insights into your promotions and their effectiveness based on revenue impact and member engagement. Use the
Global Promotions Management Analytics dashboards to identify top revenue-generating promotions, track member engagement, and
analyze product performance.
Loyalty Cloud is enabled.
Who: These dashboards are part of the Global Promotions Management Analytics app. To configure the Global Promotions Management
Analytics app, you need the CRM Analytics Plus Admin and Loyalty Analytics Admin permission sets. To use the Global Promotions
Management Analytics app, you need the CRM Analytics Plus User and Loyalty Analytics User permission sets.
How: From Setup, in the Quick Find box, enter Global Promotions Management Analytics, and then select Global
Promotions Management Analytics. Follow the instructions on the page to set up the Global Promotions Management Analytics
app.
320
Make Your Loyalty Program Engaging and Fun with Games

Offer games like Spin the Wheel and Scratchcard as program rewards for your members. The games offer members a chance to win
points, vouchers, entries in raffle contests, or custom rewards that your brand wants to offer the members. Program managers can decide
the validity period of the games, the timeout duration for members, and the color, the branding image, and the win probability of each
game reward. To ensure that the games don’t cross the allocated budget, the program manager can set limits for each game reward.
How: To add a game, from the App Launcher, find and select Game Definitions. On the list view, click New. Define a game and save
your changes. To add a reward for a game, from the App Launcher, find and select Game Rewards. On the list view, click New. Select
the game, choose the type of reward that you want to offer, and save your changes.
SEE ALSO:
Salesforce Help: Offer Games to Members (can be outdated or unavailable during release preview)
Do More with the Refreshed Quick Promotion Guided Flow

Marketing managers can now use the Quick Promotion guided flow to select a more granular promotion eligibility criteria, to get a head
start on their promotion configuration with the Accrual Events template, and to design the promotion launch email.
Increase Your Efficiency with a Simplified Loyalty Program Page

We've redesigned the Loyalty Program page to make it super easy for you to find what you are looking for. From the Promotions
component, view your recent promotions, create quick promotions, and go out to the Promotion Console app.
321
Optimize Your Liability Forecast with Multivariate Forecasting

In the Liability Forecast dashboard, loyalty program managers can use the multi-select picklist to comprehensively analyze program
liability based on voucher liability and various non-qualifying points (NQP) such as accrued, redeemed, and expired points. Enhance
accuracy in liability prediction and offer flexibility to customize the analysis based on relevant decision factors.
Where: This change applies to CRM Analytics in Lightning Experience Enterprise, Unlimited, and Developer editions where Loyalty
Who: To use liability forecasting, you need either the Loyalty Analytics Plus add-on license or the CLAAnalytics Base App license.
How: From CRM Analytics Studio, click Create, and then select App. Find and select the Analytics for Loyalty app template and follow
the instructions in the guided flow to create your app.

Drive member engagement and enhance member experience by integrating Loyalty Management with a receipt scanning app that
uses optical character recognition to read and interpret receipts. Members can upload receipts of the products purchased at third-party
stores, and get rewards for eligible purchases. They can use their iOS or Android mobile app to upload their purchase receipts and get
rewarded. Use data from these receipts to track member behavior and analyze purchasing patterns to design effective promotions for
your brand.
Where: This change applies to Lightning Experience where Loyalty Management is enabled.
How: Set up the Loyalty Management Receipt Scanner Kit unlocked package, which includes integration with Amazon Textract
AnalyzeExpense, to read and interpret receipts. Developers can clone our GitHub repositories to get the latest iOS or Android version of
Loyalty Management Mobile SDK.
SEE ALSO:
Salesforce Help: Set Up Salesforce Org With Loyalty Management Receipt Scanner Kit Unlocked Package (can be outdated or unavailable
Salesforce Help: Set Up Amazon Web Services (can be outdated or unavailable during release preview)
Loyalty Management Developer Guide: Clone Mobile SDK for iOS GitHub Repository (can be outdated or unavailable during release
preview)
Loyalty Management Developer Guide: Clone Mobile SDK for Android GitHub Repository (can be outdated or unavailable during
release preview)
New and Changed Objects in Loyalty Management

Do more with the new and updated Loyalty Management objects.
Review the details of a promotion rule template
Use the new PromotionRuleTemplate object.
Select a promotion’s eligible channel
Use the new PromotionChannel object.
Select a promotion’s eligible product
Use the new PromotionProduct object.
Select a promotion’s eligible product category
Use the new PromotionProductCategory object.
Specify the limits of a promotion
Use the new PromotionLimit object.
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Update a customer’s usage of a promotion

Use the new PromotionPartyUsage object.
Track the discount provided by a promotion to a customer
Use the new PromotionPartyUsageDetail object.
Update the usage of a promotion limit
Use the new PromotionLimitUsage object.
Connect Global Promotions Management with multiple Marketing Cloud business units
Use the new BusinessUsage, EmailConfiguration, and OrganizationIdentifier fields of the
InternalOrganizationUnit object.
Associate a promotion with a Marketing Cloud business unit
Use the new BusinessUnitId field of the Promotion object.
View the start and end date time of a promotion that a member is eligible for
Use the new StartDateTime and EndDateTime fields of the LoyaltyPgmMbrPromEligView object.
Create a game that you want to offer to members as a reward
Use the new GameDefinition object.
Select the reward of a game
Use the new GameReward object.
Assign games to members
Use the new GameParticipant object.
Reward members after they play a game
Use the new GameParticipantReward object.
Associate a game with a promotion
Use the new GameDefinitionId field of the Promotion object.
Add the time when a promotion starts and ends
Use the new EndDateTime and StartDateTime fields of the Promotion object.
Provide a marketing name, priority number, and unique code for promotions
Use the new DisplayName, PriorityNumber, and PromotionCode fields of the Promotion object.
Associate a product catalog with a promotion
Use the new ProductCatalogId field of the Promotion object.
New Metadata Types in Loyalty Management

Make the most of the new types in Loyalty Management.
Settings
Turn on Global Promotions Management
Use the enableUnifiedPromotions field on the new IndustriesUnifiedPromotionsSettings metadata type.
Offer games to a member as a program reward
Use the new enableGamification field on the IndustriesGamificationSettings metadata type.

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Salesforce Spring ’24 Release Notes Manufacturing Cloud
Transaction Journal Process Result

This response body has two new fields:
badgesAssigned—The list of badges assigned to a loyalty program member.
gamesAssigned—The list of games assigned to a loyalty program member.
SEE ALSO:
Loyalty Management Developer Guide: Transaction Journal Process Result (can be outdated or unavailable during release preview)
Manufacturing Cloud
Quickly compare metrics across different schedules in sales agreements and experience greater ease in managing your data. Closely
monitor your inventory stock and movement by using the new inventory management objects. Set up a search experience to manage
and plan your inventory. Efficiently import program and variant forecasts from CSV files to generate component production forecasts.
Manage Sales Agreement Data Easily and Swiftly

Reduce the friction in managing data and improve your productivity by using the usability, accessibility, and performance
enhancements in the enhanced view for sales agreements. Effortlessly track and compare the metrics for products across various
schedules within minimum scrolls and prevent errors in data entry. Get around sales agreement cells faster and edit values easily
using your keyboard.
Elevate the traceability of your product and part inventory and plan for inventory transfers and requests. Track granular information
about the entire journey of the inventory—from inventory stocks at various locations to inventory transfers, returns, and shipments.
Transform your inventory monitoring and management processes by configuring an inventory search experience.
Quickly Import Production Forecasts from CSV Files
Suppliers can efficiently import program and variant forecast data from manufacturers and external research sources to derive
component production forecasts. Program managers at suppliers can upload a CSV file with the forecast data, select the target
object, and easily map the object’s fields with the CSV column headers. With a few clicks, they can insert, update, or upsert large
datasets and validate their data.

Manufacturing Cloud includes access to some features that are available across clouds and products in Industries. Use these features to
extend and customize Manufacturing Cloud as per your business needs.
• Action Launcher
Customer service representatives can quickly resolve customer requests by launching button- and link-based actions and the service
processes associated with service catalogs. Admins can now customize the title shown on the Action Launcher component. If
out-of-the-box deployments are available, admins can use them right away to configure Action Launcher.
324

Build a warranty claim adjudication process with scalable, extensible rules by using Business Rules Engine. Call the ready-to-use
executable expression set templates from flows. Create precise rules with the operators and functions that consider null values. Use
the enhancements in decision tables to simplify and streamline lookups. Show your users more targeted and nuanced explanations
for expression set version step results with the enhancements in Decision Explainer.
• Context Service
Simplify the retrieval and usage of data in your warranty claim adjudication processes by using Context Service. Extend the standard
context definitions that are shipped with Manufacturing Cloud to create custom definitions that suit your business requirements.
To upgrade the standard definition components that are used in the extended custom definitions, effortlessly sync the custom
definitions.

Streamline your forecast calculations by using Data Processing Engine. Enjoy more Data Cloud flexibility in your definitions with
more object types to choose from in data source and writeback nodes. Choose Data Cloud Data Spaces for your definition. Troubleshoot
quickly by restoring previous field selections in your data source when you encounter an issue with a reference node. Upload CSV
file data and write it back to an entity in Salesforce.

• Timeline
Get an interactive, chronological view of customer and asset activities by using Timeline. Configure Timeline to show engagement
events from a specific data space in Data Cloud.
Manage Sales Agreement Data Easily and Swiftly

Reduce the friction in managing data and improve your productivity by using the usability, accessibility, and performance enhancements
in the enhanced view for sales agreements. Effortlessly track and compare the metrics for products across various schedules within
minimum scrolls and prevent errors in data entry. Get around sales agreement cells faster and edit values easily using your keyboard.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Manufacturing Cloud.
Who: This feature is available to users with the Manufacturing Sales Agreements Psl permission set license.
Why: Elevate your productivity using these key enhancements in the enhanced view for sales agreements.
• The Product Name, Metric, and Total columns stay visible while you scroll across various schedules in the agreement. This ensures
that you don’t lose context of the product and metrics and don’t make data entry errors.
• The cells with the product names are merged so you can easily identify the metrics for each product.
• You can use keyboard commands to perform key actions quickly such as editing a cell, saving your changes, and redoing your
changes.
SEE ALSO:
Salesforce Help: View Sales Agreement Terms Data (can be outdated or unavailable during release preview)
325

Elevate the traceability of your product and part inventory and plan for inventory transfers and requests. Track granular information
about the entire journey of the inventory—from inventory stocks at various locations to inventory transfers, returns, and shipments.
Transform your inventory monitoring and management processes by configuring an inventory search experience.
Get Visibility Into the Entire Lifecycle of Your Inventory

Monitor your inventory stock and movement by using the new inventory management objects. Manage serialized products and
track products at various inventory locations such as manufacturing plants, distributors, and suppliers. Track the demand and transfer
of products, and describe the replenishment, adjustment, consumption, or transfer of products. Store information about returned,
rejected, and repaired inventory units and track the products that are shipped or in transit. Monitor products that are required and
consumed to complete work orders.
Design Your Own Search Experience to Manage Your Inventory
Improve the traceability and management of your product and part inventory by using the Criteria-Based Search and Filter feature.
Enable inventory managers, customer service reps, and service technicians to get near real-time visibility into inventory stock at
various locations and better plan inventory transfers. Set up the search framework by configuring an object with the searchable
inventory data, by defining the search criteria, and by configuring the types of actions that users can take on the search results.
SEE ALSO:
Salesforce Help: Manage Product and Part Inventory in Manufacturing Cloud (can be outdated or unavailable during release preview)
Get Visibility Into the Entire Lifecycle of Your Inventory

Monitor your inventory stock and movement by using the new inventory management objects. Manage serialized products and track
products at various inventory locations such as manufacturing plants, distributors, and suppliers. Track the demand and transfer of
products, and describe the replenishment, adjustment, consumption, or transfer of products. Store information about returned, rejected,
and repaired inventory units and track the products that are shipped or in transit. Monitor products that are required and consumed to
complete work orders.
Who: This feature is available to users with the Criteria-Based Search and Filter permission set license.
SEE ALSO:
Salesforce Help: How Inventory Information is Represented in Manufacturing Cloud (can be outdated or unavailable during release
preview)
Design Your Own Search Experience to Manage Your Inventory

Improve the traceability and management of your product and part inventory by using the Criteria-Based Search and Filter feature.
Enable inventory managers, customer service reps, and service technicians to get near real-time visibility into inventory stock at various
locations and better plan inventory transfers. Set up the search framework by configuring an object with the searchable inventory data,
by defining the search criteria, and by configuring the types of actions that users can take on the search results.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Criteria-Based Search and
Filter.
Who: This feature is available to users with the Criteria-Based Search and Filter permission set license.
How: Create a searchable object to consolidate inventory data that’s spread across multiple objects and fields. Keep the data in the
searchable object updated using a Data Processing Engine definition or any other data transfer mechanisms. Create a search criteria
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Salesforce Spring ’24 Release Notes Net Zero Cloud
configuration to select the fields to be queried for searches, the fields to be shown in the search results, and the fields to sort, group,
and aggregate results by. Set up the list of actions that the users can take on the search results. Add the Criteria-Based Search and Filter
component to the relevant page.
SEE ALSO:
Salesforce Help: Inventory Search in Manufacturing Cloud (can be outdated or unavailable during release preview)
Quickly Import Production Forecasts from CSV Files

Suppliers can efficiently import program and variant forecast data from manufacturers and external research sources to derive component
production forecasts. Program managers at suppliers can upload a CSV file with the forecast data, select the target object, and easily
map the object’s fields with the CSV column headers. With a few clicks, they can insert, update, or upsert large datasets and validate
their data.
Net Zero Cloud

Make disclosure report filing easier by authoring reports directly in Microsoft 365 Word. Retrieve disclosure responses from the previous
year by using clause library. Align with reporting requirements from organizations like CDP by categorizing emissions into individual
greenhouse gases. Enhance emissions calculations from electricity usage for stationary assets by applying market-based or location-based
emission factors or both.
Author Disclosure Reports in Microsoft 365 Word

Support authoring disclosure reports directly in Microsoft 365 Word by using the Salesforce Disclosure and Compliance Hub for
Microsoft 365 Word add-in. Access data within Salesforce while authoring disclosures. Apply external information by using the
built-in clause library search to fill the report efficiently. You need a Microsoft 365 license to edit Word documents.
Categorize Emissions for Ground Travel Energy Use into Individual Greenhouse Gases
Simplify emissions reporting by categorizing emissions into individual greenhouse gases, like CO2, CH4, and N20, in the ground
travel energy use record when using ground travel emissions factors. Reporting individual greenhouse gases aligns with requirements
from reporting organizations like CDP, making it easier for you to report your impact on climate change.
Keep Better Track of Market-Based and Location-Based Electricity Emission Factors for Stationary Assets
Store market-based and location-based electricity emissions factor data in independent records. This eliminates duplication of
location-based emissions rate information for individual stationary assets when you calculate the emissions from electricity usage.
Make Setup Pages Accessible to Net Zero Cloud Admins
Assign the Net Zero Cloud Admin permission set to a standard user to give them access to configuration pages in Setup. The
permission set eliminates the need to coordinate with a Salesforce admin with the Net Zero Cloud Manager permission set. You can
assign the Net Zero Cloud Admin permission set to manage reference data, configure fuel types, upload business metrics data to
run What-if analyses on a regular basis, and access the Net Zero Cloud configuration pages.
Other Improvements to Inventory Automation
Make annual emissions inventory management easier with the Net Zero Cloud Starter SKU. Enhance inventory calculations by
associating footprints with different statuses in bulk. View the subsidiary carbon footprints aggregated into the inventory in the
record’s related list.
Other Improvements to Emissions Factors Management
Easily select emissions factors on Net Zero Marketplace, and load and apply them in Net Zero Cloud. Improve usability by selectively
updating or refreshing the emissions factors or locking the emissions factor records from being updated.
327
New and Changed Objects for Net Zero Cloud

Do more with the new and changed Net Zero Cloud objects.
Make the most of the new metadata type of Net Zero Cloud.
Use the new invocable action for Net Zero Cloud.
Use the new Program Analysis dashboards to analyze the collective impact of various sustainability programs and to assess the
effectiveness of programs, program initiatives, and initiative enrollments. The Climate Action and Audit dashboards are now accessible
from the Net Zero Cloud app landing page, with advanced data analysis functionalities and improved capabilities.

Net Zero Cloud includes access to some features that are available across clouds and products in Industries. Use these features to extend
and customize Net Zero Cloud based on your business needs.
• Data Processing Engine on page 375
Net Zero Cloud provides preconfigured data processing engine templates that can process high-volume jobs, such as calculating
emissions forecasts or calculating the building energy intensity for commercial buildings.
Author Disclosure Reports in Microsoft 365 Word

Support authoring disclosure reports directly in Microsoft 365 Word by using the Salesforce Disclosure and Compliance Hub for Microsoft
365 Word add-in. Access data within Salesforce while authoring disclosures. Apply external information by using the built-in clause
library search to fill the report efficiently. You need a Microsoft 365 license to edit Word documents.
Where: This change applies to Lightning Experience in Professional, Enterprise, Unlimited, and Developer editions with the Net Zero
Cloud Growth license and the Disclosure and Compliance Hub add-on license.
How: Install the add-in from the Microsoft store. Then from Setup, select Disclosure and Compliance Hub Settings, and turn on Use
Disclosure and Compliance Hub Plugin for Microsoft 365.
SEE ALSO:
Salesforce Help: Disclosure and Compliance Hub (can be outdated or unavailable during release preview)
Salesforce Help: Generate Disclosures Using Disclosure and Compliance Hub (can be outdated or unavailable during release preview)
Categorize Emissions for Ground Travel Energy Use into Individual Greenhouse Gases
Simplify emissions reporting by categorizing emissions into individual greenhouse gases, like CO2, CH4, and N20, in the ground travel
energy use record when using ground travel emissions factors. Reporting individual greenhouse gases aligns with requirements from
reporting organizations like CDP, making it easier for you to report your impact on climate change.
Cloud Starter or Growth license.
SEE ALSO:
Salesforce Help: Create a Ground Travel Energy Use Record (can be outdated or unavailable during release preview)
Net Zero Cloud Developer Guide: Ground Travel Energy Use (can be outdated or unavailable during release preview)
328
Keep Better Track of Market-Based and Location-Based Electricity Emission Factors

for Stationary Assets
Store market-based and location-based electricity emissions factor data in independent records. This eliminates duplication of
location-based emissions rate information for individual stationary assets when you calculate the emissions from electricity usage.
SEE ALSO:
Salesforce Help: Add a Record for Each Stationary Asset Environmental Source (can be outdated or unavailable during release preview)
Salesforce Help: Create an Electricity Emissions Factor Set Record (can be outdated or unavailable during release preview)
Salesforce Help: Create a Stationary Asset Energy Use Record (can be outdated or unavailable during release preview)
Salesforce Help: Calculate Stationary Asset Carbon Footprint Items (can be outdated or unavailable during release preview)
Net Zero Cloud Developer Guide: Stationary Asset Energy Use (can be outdated or unavailable during release preview)
Make Setup Pages Accessible to Net Zero Cloud Admins

Assign the Net Zero Cloud Admin permission set to a standard user to give them access to configuration pages in Setup. The permission
set eliminates the need to coordinate with a Salesforce admin with the Net Zero Cloud Manager permission set. You can assign the Net
Zero Cloud Admin permission set to manage reference data, configure fuel types, upload business metrics data to run What-if analyses
on a regular basis, and access the Net Zero Cloud configuration pages.
How: Create or edit a non-Salesforce administrator user, and then assign the Net Zero Cloud Admin permission set to that user.
SEE ALSO:
Salesforce Help: Create Net Zero Cloud Profiles (can be outdated or unavailable during release preview)
Salesforce Help: Add Net Zero Cloud Users (can be outdated or unavailable during release preview)
Salesforce Help: Assign Permission Sets to Users (can be outdated or unavailable during release preview)
Other Improvements to Inventory Automation

Make annual emissions inventory management easier with the Net Zero Cloud Starter SKU. Enhance inventory calculations by associating
footprints with different statuses in bulk. View the subsidiary carbon footprints aggregated into the inventory in the record’s related list.
Why: These improvements help your visibility and usability of annual emissions inventories.
• Make annual emissions inventory available to Net Zero Cloud Starter SKU
Create, update, and recalculate the annual emissions inventory records, which is a part of carbon accounting, with the Net Zero
Cloud Starter SKU. Previously, the annual emissions inventory was available only with the Net Zero Cloud Growth SKU.
• Associate annual inventory to carbon footprints in bulk
329
Enhance your inventory calculations by associating the inventory with multiple footprints by using a quick action. Select different
stages for the associated footprints. Previously, you selected only one footprint stage to aggregate emissions from matching carbon
footprint records into the calculated annual emissions inventory.
• View footprints related to subsidiary annual emissions inventory

In a subsidiary annual emissions inventory, view all relevant carbon footprints that were aggregated into the subsidiary inventory
in the record’s related list. Previously, you weren't able to view carbon footprints that were aggregated for calculating the subsidiary
inventory in the related list because the carbon footprints looked up to the parent company inventory and not the subsidiary
inventory.
SEE ALSO:
Salesforce Help: Manage the Annual Emissions Inventory (can be outdated or unavailable during release preview)
Salesforce Help: Set Emissions Inventory (can be outdated or unavailable during release preview)
Other Improvements to Emissions Factors Management

Easily select emissions factors on Net Zero Marketplace, and load and apply them in Net Zero Cloud. Improve usability by selectively
updating or refreshing the emissions factors or locking the emissions factor records from being updated.
Why: These improvements help manage emissions factors in Net Zero Cloud.
• Browse, select, and purchase emissions factors in Net Zero Cloud Marketplace for Net Zero Cloud.
With all emissions factors in one place, you can now purchase Net Zero Cloud-included and provider-listed emissions factors and
load them into Net Zero Cloud.
• View reference data documentation on Net Zero Cloud Marketplace

For each version of a dataset, you can get more visibility into emission factor set methodology, publish dates, and other information
by referencing the detailed documentation provided on the dataset listing. Cross-reference an emissions factor with the related
marketplace listing for auditing and finding documentation.
• Track the dataset load process

When you load a dataset by using the Setup page Load Reference Data, the details are recorded in a Reference Data Load Log record.
Use the log to review or audit the dataset source, record count details, and the user who loaded the dataset.
• Easily update loaded emissions factors

When there’s a minor patch or update for an emissions factor dataset, you can now update just the changes to change the necessary
values within the emissions factors.
• Lock emissions factors

When you override an emissions factor value and don’t want the dataset update process to affect your changes, you can lock the
emissions factor record.
• Track the data source type for your market-based emissions factors
Track the data source of the market-based conversion factors for the electricity emissions factors, and optionally track the electricity
supplier providing this data.
• Calculate the total market-based emissions by individual greenhouse gases
330
Break down your calculated market-based tCO2e emissions into CO2, CH4, and N2O emissions by using the market-based emissions
rate fields.
• Calculate trace emissions from clean energy projects

Associate market-based emissions factors with clean energy projects so that credits from these projects can be accounted for if trace
emissions are associated with their production.
SEE ALSO:
Salesforce Help: Manage Reference Data In Net Zero Cloud (can be outdated or unavailable during release preview)
Salesforce Help: Emissions Factors That Affect Calculations (can be outdated or unavailable during release preview)
New and Changed Objects for Net Zero Cloud

Do more with the new and changed Net Zero Cloud objects.
Changed Objects
These Net Zero Cloud objects have changes.
Store the document template global key associated with the DOCX template for the disclosure definition version
Use the new DocumentTemplateGlobalKey field of the DisclosureDefinitionVersion object.
Specify the authoring mode used to launch the disclosure authoring experience
Use the new AuthoringMode field of the DisclosureDefinitionVersion and Disclosure object and the
ExternalDocumentLaunchStatus and ExternalDocumentErrorMessage fields of the Disclosure object.
Specify whether the record is locked from dataset updates
Use the new ShouldLockDtastUpdtForRec field of the AirTravelEmssnFctr, InflationRate, BldgEnrgyIntensity,
BldgEnrgyIntensityVal, FrgtHaulingEmssnFctr, ProductEmissionsFactor, ElectricityEmssnFctrSet, RefrigerantEmssnFctr,
RentalCarEmssnFctr, WstDispoEmssnFctrSetItm, WstDispoEmssnFctrSet, GroundTravelEmssnFctr, HotelStayEmssnFctr,
PcmtEmssnFctrSetItem, PcmtEmssnFctrSet, ProductEmissionsFactor, OtherEmssnFctrSetItem, and OtherEmssnFctrSet objects.
Specify the dataset load log record that stores the history of loading reference data for emissions factors
Use the new ExternalIdentifier and ReferenceDataLoadLogId fields of the AirTravelEmssnFctr, InflationRate,
BldgEnrgyIntensity, BldgEnrgyIntensityVal, FrgtHaulingEmssnFctr, ProductEmissionsFactor, ElectricityEmssnFctrSet,
RefrigerantEmssnFctr, RentalCarEmssnFctr, WstDispoEmssnFctrSetItm, WstDispoEmssnFctrSet, GroundTravelEmssnFctr,
HotelStayEmssnFctr, PcmtEmssnFctrSetItem, PcmtEmssnFctrSet, ProductEmissionsFactor, OtherEmssnFctrSetItem, and
OtherEmssnFctrSet objects.
Store the calculated greenhouse gas emissions for the energy use record
Use the new TaxiEmssnInKgCo2DstnUnit, TaxiEmssnInKgN2oDstnUnit, TaxiEmssnInKgCh4DstnUnit,
TrainEmssnInKgCo2DstnUnit, TrainEmssnInKgN2oDstnUnit, TrainEmssnInKgCh4DstnUnit,
PersCarEmssnInKgCo2DstnUnit, PersCarEmssnInKgN2oDstnUnit, and PersCarEmssnInKgCh4DstnUnit
fields of the GroundTravelEmssnFctr object and the Ch4EmissionsInKg, Co2EmissionsInKg, and N2oEmissionsInKg
fields of the GroundTravelEnrgyUse object.
Calculate the market-based emissions for the electricity usage of stationary asset
Use the new EmissionsFactorType, MktBsdCh4EmssnRate, MktBsdCh4EmssnRtInTgwh,
MktBsdCh4EmssnRateUnit, MktBsdCo2EmssnRate, MktBsdCo2EmssnRtInTmwh,
MktBsdCo2EmssnRateUnit, MktBsdN2oEmssnRate, MktBsdN2oEmssnRtInTgwh,
MktBsdN2oEmssnRateUnit, MktBsdDataSrcType, and MktBsdElectrSupplier fields of the ElectricityEmssnFctrSet
object, the MktBsdElectriEmssnFctr field of the StnryAssetEnvrSrc object, the MktBsdElectriEmssnFctr,
331
MktBsdCh4EmssnInKg, MktBsdCo2EmssnInKg, and MktBsdN2oEmssnInKg fields of the StnryAssetEnrgyUse object,

the TotEmssnUseMktBsdMthd field of the StnryAssetCrbnFtprnt object, and the ElectrEmissionsFactors field of
the CleanEnergyProject object.
New Object
This Net Zero Cloud object is new.
Stores the history of loading reference data for emissions factors
Use the new ReferenceDataLoadLog object.
SEE ALSO:
Net Zero Cloud Developer Guide: Net Zero Cloud Standard Objects (can be outdated or unavailable during release preview)

Make the most of the new metadata type of Net Zero Cloud.
Salesforce Flow
Distribute energy attribute certificate credits to reduce carbon emissions in stationary asset energy use
Use the new dstrEnergyAttrCertCredits value in the existing actionType field, which is on the FlowActionCall
subtype of the Flow metadata type.
SEE ALSO:
Net Zero Cloud Developer Guide: Flow for Net Zero Cloud (can be outdated or unavailable during release preview)

Use the new invocable action for Net Zero Cloud.
Distribute energy attribute certificate credits to reduce carbon emissions in stationary asset energy use
Use the new dstrEnergyAttrCertCredits action.
SEE ALSO:
Net Zero Cloud Developer Guide: Distribute Energy Attribute Certificate Credits Action (can be outdated or unavailable during release
preview)

Use the new Program Analysis dashboards to analyze the collective impact of various sustainability programs and to assess the effectiveness
of programs, program initiatives, and initiative enrollments. The Climate Action and Audit dashboards are now accessible from the Net
Zero Cloud app landing page, with advanced data analysis functionalities and improved capabilities.
Track Program Effectiveness by Using Analytics Dashboards

Gain comprehensive insights into an organization's diverse sustainability programs and their collective impact on sustainability
efforts by using the new analytics dashboards. Evaluate the effectiveness of programs, program initiatives, and initiative enrollments
in achieving emission reduction targets by comparing them with actuals.
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Salesforce Spring ’24 Release Notes OmniStudio Document Generation
Access the Enhanced Climate Action and Audit Dashboards Quickly

Get quick access to the enhanced Climate Action and Audit dashboards from the Net Zero Cloud app's landing page. The dashboards
offer advanced data analysis capabilities and improved features for collecting field feedback.
Track Program Effectiveness by Using Analytics Dashboards

Gain comprehensive insights into an organization's diverse sustainability programs and their collective impact on sustainability efforts
by using the new analytics dashboards. Evaluate the effectiveness of programs, program initiatives, and initiative enrollments in achieving
emission reduction targets by comparing them with actuals.
Net Zero Cloud is enabled.
Who: To use these dashboards, which are part of the Net Zero Analytics app, you need the CRM Analytics Plus User and Net Zero Analytics
User permissions. If you have the Net Zero Analytics Base license, you need either the Net Zero Analytics Base3 Apps User or Net Zero
Analytics Base5 Apps User permission.
How: From Setup, in the Quick Find box, enter Net Zero, and then select Net Zero Configurations. Follow the instructions on the
page to set up a Net Zero Analytics app containing the Program Analysis dashboards.
Access the Enhanced Climate Action and Audit Dashboards Quickly

Get quick access to the enhanced Climate Action and Audit dashboards from the Net Zero Cloud app's landing page. The dashboards
offer advanced data analysis capabilities and improved features for collecting field feedback.
Net Zero Cloud is enabled.
Who: To use these dashboards, which are part of the Net Zero Analytics app, you need the CRM Analytics Plus User and Net Zero Analytics
User permissions. If you have the Net Zero Analytics Base license, you need either the Net Zero Analytics Base3 Apps User or Net Zero
Analytics Base5 Apps User permission.
How: From Setup, in the Quick Find box, enter Net Zero, and then select Net Zero Configurations. Follow the instructions on the
page to set up a Net Zero Analytics app containing the Climate Action and Audit dashboards.

OmniStudio Document Generation lets you generate documents from Microsoft Word (.docx) and Microsoft PowerPoint (.pptx) templates.
These templates can include values from any JSON-based data in the text, including data from any Salesforce object. Additionally, the
generated documents can be converted to PDF format. You can generate documents using provided sample client-side or server-side
OmniScripts. Alternatively, you have the flexibility to create your own OmniScripts, Integration Procedures, or Apex classes for generating
customized documents.
Learn about what’s in this release in the OmniStudio Document Generation Release Notes

Review benefit eligibility when circumstances change and adjust disbursements. Easily refer constituents to providers by using a guided
flow. Gain insights into caseload trends and community impact and boost caseworker efficiency. Speed up complaint filing for judicial
and investigative cases, and enable constituents to raise service requests on the public portal to reduce administrative burden.
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Salesforce Spring ’24 Release Notes Public Sector Solutions
Accelerate Complaint Intake for Judicial and Investigative Cases

Speed up the complaint intake process, including for civil complaints, by enabling constituents and their legal representatives to
easily file complaints by completing a guided flow on the public portal. Capture and store information about the incident, participants,
pertinent regulatory codes, and digital evidence to support the complaint.
Reduce the administrative workload and cost to serve by enabling constituents and their legal representatives to create service
requests by completing a guided flow on the public portal. Review the requests and use the Defer a Case Proceeding flow to
reschedule a case proceeding. The flow fetches the deferred start and end dates from the service request and updates the dates in
the corresponding case proceeding record. If desired, build additional flows to streamline service requests for other use cases.
Easily Add Participants to a Case Proceeding
Make it easy for caseworkers to reuse case participant details and add case participants to a case proceeding. Create a custom action
that uses an OmniScript to get the case participants so that caseworkers can select the relevant participants and specify their role
and status.
Ensure Accurate Eligibility Determinations When Circumstances Change
Provide a guided flow on your Experience Cloud site for constituents to easily report changes of circumstance that affect benefit
eligibility, such as the birth of a child or a new job. Review the changes and the supporting documentation to determine whether
they affect the constituent’s benefit eligibility, and adjust disbursements accordingly.
Get Insights into Caseworker Productivity and Community Impact
Use Caseworker Productivity analytics to manage workloads and make informed staffing decisions based on caseloads and case
trends. Give supervisors insights into caseload distribution, caseworker performance, and case processing times to help them improve
caseworker productivity and efficiency. Visualize the team’s community impact by showing caseworkers how many beneficiaries
they assisted and how much they disbursed in benefits.
Easily Refer Constituents to Providers by Using a Guided Flow
Connect constituents to the support they need by using a guided flow to refer them to a service provider. Add information about
the individual or household, the provider, and other details to enable the provider to deliver the service effectively. Share the referral
record and additional information with the provider.
Use Filters to Aggregate a Subset of Records
Use filters with record aggregation to aggregate only the records that matter to your users. Apply filters on the aggregate-from
object, the aggregate-to object, and the intermediate objects that connect them. Build expressions to apply multiple filters in a
logical sequence. For example, when aggregating party incomes to a party relationship group that represents a household, apply
filters to aggregate the party income of only the primary group member.
Administer Social Insurance Benefits to Constituents
Use the Benefit Management data model to enable eligible constituents to enroll in social insurance programs, file claims, upload
supporting documentation, and receive benefits to compensate for a loss of income or increased expenses. Define social insurance
policies, manage enrollment, and track contributions. Capture social insurance claims, claim items, and claim participants, and record
claim approval status and benefit eligibility.
Create Business Authorization Applications with Out-of-the-Box Components
Use OmniStudio components available in your org to create business license applications, including a sample salon license application.
Previously, you downloaded the license application OmniScripts and other components from the Salesforce Industries Process Library
and deployed them to your Public Sector Solutions org before customizing them for your specific needs.
Set Up the Add Complaint Participants and Add Allegations Flows with Out-of-the-Box Components
Use OmniStudio components available in your org to set up guided flows to add complaint participants and allegations. Previously,
you downloaded the components from the Salesforce Industries Process Library and deployed them to your Public Sector Solutions
org before you set up the flows.
334
Easily Configure More Case Management Features by Using the Updated Guided Setup Assistant
Help your users be productive faster. Click buttons to quickly accomplish setup tasks, and follow links to Salesforce Help for additional
context and guidance for each task.
Control Provider Access to Benefit Assignment Records on Experience Cloud Sites
Ensure constituent privacy by giving providers access only to the benefit assignment records that are manually shared with them.
Assign Public Sector Solutions Permissions to the Salesforce Integration User
Public Sector Solutions permission set licenses are now compatible with the Salesforce Integration user, so you can grant users
API-only access to the objects and features in the product.
New and Changed Objects in Public Sector Solutions
Do more with these new and changed objects.
New and Changed Metadata Types in Public Sector Solutions
New and Changed Tooling API Objects in Public Sector Solutions

Public Sector Solutions includes access to some features that are available across clouds and products in Industries. Use these features
to extend and customize Public Sector Solutions based on your business needs.
• Action Launcher
Contact center agents can quickly resolve customer requests by using button and link actions and the service processes associated
with service catalogs. Administrators can now customize the title on the Action Launcher component. If out-of-the-box deployments
are available, administrators can use them right away to configure Action Launcher.

Call ready-to-use executable expression set templates from flows or other calling processes. Create precise rules with the operators
and functions that consider null values. Use enhancements in decision tables to simplify and streamline lookups. Show your users
more targeted and nuanced explanations for expression set version step results in Decision Explainer.

Use a forecast node in a Data Processing Engine definition to generate forecasts based on historical data. Use variables of type
expression in a formula node when you don’t know the exact evaluation or calculation logic when creating a definition.
• Grantmaking
Grant seekers can now add collaborators to help with grant applications on an Experience Cloud site. Grant makers and recipients
can now see the difference between planned and actual budget spent. Grant makers can add invitation-only application funding
opportunities to Experience Cloud.
• Outcome Management
Take the manual work out of adding indicator results and ensure that results are measured consistently with a flow. Collaborate with
partner organizations and grantees in Experience Cloud. Connect Outcome Management to care plans in case management.
335
Accelerate Complaint Intake for Judicial and Investigative Cases

Speed up the complaint intake process, including for civil complaints, by enabling constituents and their legal representatives to easily
file complaints by completing a guided flow on the public portal. Capture and store information about the incident, participants, pertinent
regulatory codes, and digital evidence to support the complaint.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where Public Sector
Solutions is enabled.
SEE ALSO:
Salesforce Help: Set Up a Complaint Intake Guided Flow (can be outdated or unavailable during release preview)

Reduce the administrative workload and cost to serve by enabling constituents and their legal representatives to create service requests
by completing a guided flow on the public portal. Review the requests and use the Defer a Case Proceeding flow to reschedule a case
proceeding. The flow fetches the deferred start and end dates from the service request and updates the dates in the corresponding case
proceeding record. If desired, build additional flows to streamline service requests for other use cases.
Easily Add Participants to a Case Proceeding

Make it easy for caseworkers to reuse case participant details and add case participants to a case proceeding. Create a custom action
that uses an OmniScript to get the case participants so that caseworkers can select the relevant participants and specify their role and
status.
SEE ALSO:
Salesforce Help: Add Case Proceeding Participants (can be outdated or unavailable during release preview)
Ensure Accurate Eligibility Determinations When Circumstances Change

Provide a guided flow on your Experience Cloud site for constituents to easily report changes of circumstance that affect benefit eligibility,
such as the birth of a child or a new job. Review the changes and the supporting documentation to determine whether they affect the
constituent’s benefit eligibility, and adjust disbursements accordingly.
SEE ALSO:
Salesforce Help: Change of Circumstances (can be outdated or unavailable during release preview)
336
Get Insights into Caseworker Productivity and Community Impact

Use Caseworker Productivity analytics to manage workloads and make informed staffing decisions based on caseloads and case trends.
Give supervisors insights into caseload distribution, caseworker performance, and case processing times to help them improve caseworker
productivity and efficiency. Visualize the team’s community impact by showing caseworkers how many beneficiaries they assisted and
how much they disbursed in benefits.
SEE ALSO:
Salesforce Help: Caseworker Productivity Analytics (can be outdated or unavailable during release preview)
Easily Refer Constituents to Providers by Using a Guided Flow

Connect constituents to the support they need by using a guided flow to refer them to a service provider. Add information about the
individual or household, the provider, and other details to enable the provider to deliver the service effectively. Share the referral record
and additional information with the provider.
SEE ALSO:
Salesforce Help: Provider Referrals (can be outdated or unavailable during release preview)
Use Filters to Aggregate a Subset of Records

Use filters with record aggregation to aggregate only the records that matter to your users. Apply filters on the aggregate-from object,
the aggregate-to object, and the intermediate objects that connect them. Build expressions to apply multiple filters in a logical sequence.
For example, when aggregating party incomes to a party relationship group that represents a household, apply filters to aggregate the
party income of only the primary group member.
SEE ALSO:
Salesforce Help: Record Aggregation (can be outdated or unavailable during release preview)
Administer Social Insurance Benefits to Constituents

Use the Benefit Management data model to enable eligible constituents to enroll in social insurance programs, file claims, upload
supporting documentation, and receive benefits to compensate for a loss of income or increased expenses. Define social insurance
policies, manage enrollment, and track contributions. Capture social insurance claims, claim items, and claim participants, and record
claim approval status and benefit eligibility.
337
SEE ALSO:
Salesforce Help: Social Insurance (can be outdated or unavailable during release preview)
Create Business Authorization Applications with Out-of-the-Box Components

Use OmniStudio components available in your org to create business license applications, including a sample salon license application.
Previously, you downloaded the license application OmniScripts and other components from the Salesforce Industries Process Library
and deployed them to your Public Sector Solutions org before customizing them for your specific needs.
SEE ALSO:
Salesforce Help: Download and Install the Licensing and Permitting Process Packages (can be outdated or unavailable during release
preview)
Set Up the Add Complaint Participants and Add Allegations Flows with Out-of-the-Box
Components
Use OmniStudio components available in your org to set up guided flows to add complaint participants and allegations. Previously, you
downloaded the components from the Salesforce Industries Process Library and deployed them to your Public Sector Solutions org
before you set up the flows.
Easily Configure More Case Management Features by Using the Updated Guided
Setup Assistant
Help your users be productive faster. Click buttons to quickly accomplish setup tasks, and follow links to Salesforce Help for additional
context and guidance for each task.
Why: Assistant 7: Set Up Case Management includes these updated steps.
Step New or Updated Substep

1. Configure Care Plans • Create Task Templates
• Manage Care Plan Tasks
• Schedule Benefits
• Add Participants to Benefit Sessions
• Track Attendance
338
Step New or Updated Substep

2. Set Up Complaint Intake Flow • Enable Standard OmniStudio Runtime
• Review Complaint Intake Flow Components
3. Set Up Case Creation Flow Install Case Creation Flow Components
4. Configure Group Membership to Manage Households Assign Merge and Split Groups Permission to Users
6. Set Up Referral Intake Flow • Enable Standard OmniStudio Runtime

• Review Referral Intake Flow Components
Control Provider Access to Benefit Assignment Records on Experience Cloud Sites

Ensure constituent privacy by giving providers access only to the benefit assignment records that are manually shared with them.
Why: If the parent record access setting on the Program and Benefit Management Settings page in Setup is enabled and users have
access to a parent record of benefit assignment records, then users can also access the child benefit assignment records. When you also
enable the new Benefit Assignment Access setting, provider users can only access the benefit assignment records that are manually
shared with them.
Who: Providers who are assigned the Provider Management for Partner permission set can use this feature.
How: To restrict provider access to benefit assignment records on an Experience Cloud site, on the Provider Management Settings page
in Setup, enable Benefit Assignment Access.
SEE ALSO:
Salesforce Help: Give Caseworkers Access to Goal Assignments and Benefit Assignments Related to Care Plans (can be outdated or
unavailable during release preview)
Assign Public Sector Solutions Permissions to the Salesforce Integration User

Public Sector Solutions permission set licenses are now compatible with the Salesforce Integration user, so you can grant users API-only
access to the objects and features in the product.
SEE ALSO:
Salesforce Release Notes: Assign the New Salesforce Integration User License to Grant API Only Access (can be outdated or unavailable
New and Changed Objects in Public Sector Solutions

Do more with these new and changed objects.
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Salesforce Spring ’24 Release Notes Rebate Management
Track a transaction related to a change that affects an insurance policy premium

Use the new InsurancePolicyTransaction object.
Capture a financial compensation request for goods or services provided by a third party
Use the new PaymentRequest object.
Capture the line item details of the financial compensation request
Use the new PaymentRequestLine object.
Store the compensation coverage class for a worker
Use the new WorkerCompCoverageClass object.
Store the recertification status of an enrollee's eligibility for a benefit assignment
Use the new RecertificationStatus field on the existing BenefitAssignment object.
Specify Public Sector as the usage type for a party expense
Use the new Public Sector value in the existing UsageType field on the PartyExpense object.
Specify Public Sector as the usage type for a party financial asset
Use the new Public Sector value in the existing UsageType field on the PartyFinancialAsset object.
New and Changed Metadata Types in Public Sector Solutions

Apply a filter to a record aggregation object in a record aggregation definition
Use the new RecordAggregationObjectFilter subtype of the RecordAggregation metadata type.
Specify the logical sequence in which filters are applied to a record aggregation object
Use the filterLogic field on the RecordAggregationObject subtype of the RecordAggregation metadata type.
New and Changed Tooling API Objects in Public Sector Solutions

Apply a filter to a record aggregation object in a record aggregation definition
Use the new RecordAggregationObjectFilter object.
Specify the logical sequence in which filters are applied to a record aggregation object
Use the new FilterLogic field on the existing RecordAggregationObject object.
Rebate Management
Capture your discounts in your special pricing terms and benefits with greater accuracy, and view more decimal places for sales and
reference prices. Precisely evaluate your financial obligations for a rebate program by specifying more specific accrual rates in rebate
types. Quickly transfer rebate claim, ship and debit claim, and transaction receipt details from CSV files to Salesforce.
Design Special Pricing Terms with More Precision

Bring granularity into your ship and debit programs by creating special pricing terms and benefits that have discounts with up to
four decimal places. Previously, you defined discounts with up to two decimal places only. View more decimal places in sales prices
and references prices in special pricing terms and benefits.
Project Accurate Accruals with Precise Accrual Rates
Estimate potential financial commitments for rebates more accurately with more precise accrual rates. Enter accrual rates with up
to four decimal places for a rebate type. Previously, you defined accrual rates with up to two decimal places only.
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Salesforce Spring ’24 Release Notes Rebate Management
Efficiently Import Incentive Claims and Transaction Data from CSV Files
Import the rebate claims, ship and debit claims, proofs-of-sales, transaction receipts, and other records of your partners from CSV
files to Salesforce. Quickly insert, update, or upsert large sets of data to save time and prevent data entry errors. Upload a CSV file,
select the target object, select the type of import operation, and map each field in the file to the fields in the object. Find and correct
the data quality issues during the import process.
Changed Fields in Rebate Management and Ship and Debit Process Management
Rebate Management and Ship and Debit Process Management come with these changed fields.
New and Enhanced Common Features in Industries

Rebate Management includes some features that are available across the clouds and products in Industries. Use these features to extend
and customize Rebate Management as per your business needs.

Design a ship and debit claim validation process with sophisticated rules by using Business Rules Engine. Call the ready-to-use
executable expression set templates from flows. Create precise rules with the operators and functions that consider null values. Use
the enhancements in decision tables to simplify and streamline lookups. Show your users more targeted and nuanced explanations
for expression set version step results with the enhancements in Decision Explainer.
• Context Service
Simplify the consumption of data in your ship and debit claim validation processes by using Context Service. Extend the standard
context definitions that are shipped with Rebate Management to create custom definitions that suit your business requirements.
To upgrade the standard definition components that are used in the extended custom definitions, effortlessly sync the custom
definitions.

Orchestrate your rebate payout calculations by using Data Processing Engine. Enjoy more Data Cloud flexibility in your definitions
with more object types to choose from in data source and writeback nodes. Choose Data Cloud Data Spaces for your definition.
Troubleshoot quickly by restoring previous field selections in your data source when you encounter an issue with a reference node.
Upload CSV file data and write it back to an entity in Salesforce.
Design Special Pricing Terms with More Precision

Bring granularity into your ship and debit programs by creating special pricing terms and benefits that have discounts with up to four
decimal places. Previously, you defined discounts with up to two decimal places only. View more decimal places in sales prices and
references prices in special pricing terms and benefits.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Ship and Debit Process
Management.
How: Enable More Decimals on Price to enter values with more than two decimal places for sales prices and references prices in special
pricing terms and benefits.
Project Accurate Accruals with Precise Accrual Rates

Estimate potential financial commitments for rebates more accurately with more precise accrual rates. Enter accrual rates with up to
four decimal places for a rebate type. Previously, you defined accrual rates with up to two decimal places only.
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Salesforce Spring ’24 Release Notes Referral Marketing
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Rebate Management.
How: Create a Program Rebate Type record, and enter an accrual rate value with up to four decimal places.
Efficiently Import Incentive Claims and Transaction Data from CSV Files
Import the rebate claims, ship and debit claims, proofs-of-sales, transaction receipts, and other records of your partners from CSV files
to Salesforce. Quickly insert, update, or upsert large sets of data to save time and prevent data entry errors. Upload a CSV file, select the
target object, select the type of import operation, and map each field in the file to the fields in the object. Find and correct the data
quality issues during the import process.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions with Rebate Management or Ship
and Debit Process Management.
Changed Fields in Rebate Management and Ship and Debit Process Management
Rebate Management and Ship and Debit Process Management come with these changed fields.
Here are the changed fields in Rebate Management and Ship and Debit Process Management.
BEHAVIOR CHANGE: Define accrual rates with more precision
The existing Accrual Rate field in the ProgramRebateType object now has a length of 14 and 4 decimal places. Previously,
the field had a length of 16 and 2 decimal places.
BEHAVIOR CHANGE: Create special pricing terms with more precision
The existing Discount field in the RebatePartnerSpecialPrcTrm object now has a length of 14 and 4 decimal places. Previously,
the field had a length of 16 and 2 decimal places.
The existing SalePricePerUnit and ReferencePricePerUnit fields in the RebatePartnerSpecialPrcTrm object now
have a length of 14. Previously, the fields had a length of 16.
BEHAVIOR CHANGE: Create special pricing term benefits with more precision
The existing Discount field in the RebatePtnrSpclPrcTrmBnft object now has a length of 14 and 4 decimal places. Previously, the
field had a length of 16 and 2 decimal places.
The existing ReferencePricePerUnit field in the RebatePtnrSpclPrcTrmBnft object now has a length of 14. Previously, the
field had a length of 16.
Referral Marketing
Run referral promotions that belong to your company’s various brands, geographies, or business lines under one referral program. Use
the Process Referral Event action in your company’s business process flows to manage activities such as advocates referring their friends,
friends signing up, and friends completing their first purchase.
Bring Referral Promotions of the Company’s Various Brands Under One Roof
Companies that run multiple brands can design a single referral program and add each brand’s referral promotion to the program.
When a brand’s marketing manager creates a promotion, they can select the Marketing Cloud business unit that the referral promotion
belongs to. The promotion’s marketing journeys send emails from the promotion’s Marketing Cloud business unit. The marketing
manager can also extend the promotion’s journeys and emails from the business unit.
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Bake Referral Processes into the Brand’s Existing Business Processes

The Process Referral Events action in Flow Builder lets admins process referral promotion activities as part of a larger business process.
The action automates the processing of advocates referring their friends, friends signing up, and friends completing their first
purchase. If a brand allows customers to refer their friends while visiting their store, add the Process Referral Events action to the
flow that tracks store visits. The action can also be added to the business processes that manage new customer sign-ups or customer
orders.
Grow a Referral Program Base by Identifying Members Who Are Likely to Refer
Enhance the accuracy in scoring the likelihood of referral program members referring friends by creating separate models for each
referral program. Increase your customer base, manage costs effectively, and reduce member discontent by targeting individuals
with higher referral likelihood scores.
New videos help your users learn about the capabilities of Referral Marketing.
Access and manage your Referral Marketing data through these objects.
New Invocable Actions in Referral Marketing
Use the new and changed invocable actions for Referral Marketing.
Make the most of the new and changed metadata types of Referral Marketing.
Bring Referral Promotions of the Company’s Various Brands Under One Roof
Companies that run multiple brands can design a single referral program and add each brand’s referral promotion to the program. When
a brand’s marketing manager creates a promotion, they can select the Marketing Cloud business unit that the referral promotion belongs
to. The promotion’s marketing journeys send emails from the promotion’s Marketing Cloud business unit. The marketing manager can
also extend the promotion’s journeys and emails from the business unit.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where Referral
Marketing is enabled.
Why: Company executives can easily review and compare each brand’s referral promotion performance when all the promotions roll
up to the same program. Marketing managers can design and market promotions based on the business unit’s marketing strategy. If a
company uses business units for different geographies or business lines, marketing managers can run promotions unique to their
geography or business line.
How: On the Marketing Cloud Integration page in Setup, admins can connect the Marketing Cloud business unit of each brand to Referral
Marketing. Marketing managers can then select the business unit that their brand’s promotion belongs to.
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SEE ALSO:
Salesforce Help: Marketing Cloud Business Unit Connection (can be outdated or unavailable during release preview)
Bake Referral Processes into the Brand’s Existing Business Processes

The Process Referral Events action in Flow Builder lets admins process referral promotion activities as part of a larger business process.
The action automates the processing of advocates referring their friends, friends signing up, and friends completing their first purchase.
If a brand allows customers to refer their friends while visiting their store, add the Process Referral Events action to the flow that tracks
store visits. The action can also be added to the business processes that manage new customer sign-ups or customer orders.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where Referral
Marketing is enabled.
Why: You can also add conditions before and follow-up actions after the Process Referral Event action. The conditions decide whether
the action is executed, and the follow-up actions create or update records in the org. If a brand wants to reward advocates when their
referred friends are issued a credit card, the conditions can be added before the Process Referral Event action. After the Process Referral
Events action, another action can send an email to the referred friend that includes the credit card details.
How: On the Flow Builder canvas, click Add Element, and select Action. Search for and select Process Referral Event.
344
SEE ALSO:
Salesforce Help: Marketing Cloud Business Unit Connection (can be outdated or unavailable during release preview)
Referral Marketing Developer Guide: Process Referral Event (can be outdated or unavailable during release preview)
Grow a Referral Program Base by Identifying Members Who Are Likely to Refer
Enhance the accuracy in scoring the likelihood of referral program members referring friends by creating separate models for each
referral program. Increase your customer base, manage costs effectively, and reduce member discontent by targeting individuals with
higher referral likelihood scores.
Where: This change applies to Lightning Experience in Enterprise, and Unlimited editions where Referral Marketing, CRM Analytics for
Referral Marketing, and Scoring Framework are enabled.
345
Who: When creating CRM Analytics template configurations in Scoring Framework, the Referral Likelihood Score (Referral Marketing)
template configuration type is available to users with the Referral Marketing and Loyalty Analytics Apps permission set licenses.
How: To get predictions, go to the Scoring Framework page in Setup. Create a CRM Analytics template configuration by using the
Referral Likelihood Score (Referral Marketing) template configuration type. After activating the template, go to the Likelihood of Referrals
dashboard in CRM Analytics to analyze the referral likelihood score, member and transaction details by referral program, and the state
and city of contacts.

New videos help your users learn about the capabilities of Referral Marketing.
• How Salesforce Referral Marketing Works shows how a referral program works for your customers and how Referral Marketing
can help your brand grow its customer base organically.
• Get Your Org Ready for Referral Marketing shows how admins can set up Referral Marketing in their Salesforce org.
• Design a Referral Program shows how marketing managers can create a referral program and design their referral promotions.

Access and manage your Referral Marketing data through these objects.
Connect Referral Marketing with multiple Marketing Cloud business units
Use the new BusinessUsage, EmailConfiguration, and OrganizationIdentifier fields in the
InternalOrganizationUnit object.
Associate a referral promotion with a Marketing Cloud business unit
Use the new BusinessUnitId field in the Promotion object.
SEE ALSO:
New Invocable Actions in Referral Marketing

Use the new and changed invocable actions for Referral Marketing.
Create referral event records when an advocate refers a friend, or when referred friends sign up or make a purchase
Use the new processReferralEvent action.
SEE ALSO:

Make the most of the new and changed metadata types of Referral Marketing.
Salesforce Flow
Create referral event records when an advocate refers a friend, or when referred friends sign up or make a purchase
Use the new processReferralEvent value in the existing actionType field, which is on the FlowActionCall subtype of
the Flow metadata type.
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Salesforce Spring ’24 Release Notes Salesforce Contracts
The Salesforce Contracts app allows customers to manage the end-to-end lifecycle of Contracts. Contracts can be associated with
opportunities, orders, quotes, standard Salesforce objects, and custom objects. A contract lifecycle management is crucial to the overall
health of the sales processes in an organization. The Salesforce Contracts app gives you complete control over the sales process integration,
contract management process, and contract lifecycle that starts from contract authoring to activation.
Learn about what’s in this release in the Salesforce Contracts Cloud Release Notes

Create and manage mentoring programs, customize and expand the application experience, and modify existing learning courses and
learning programs by using the Learning Wizard. Use the new Education Portal template to create a single portal that supports a variety
of roles. Add the new Action Center component to your portal to help learners create and manage action plans, as well as other assigned
tasks.
Use Education Cloud to Support Mentoring

Use the new Mentoring app to create and manage mentoring programs, assign benefits, and manage assessments. Using an
Experience Cloud site as a portal, mentors and mentees can enroll in programs, and mentors can register as providers of benefits.
Facilitators can use assessments to connect a mentee with a mentor who can address the mentee’s needs and goals.
Support Learners with Mentoring Programs
Define mentoring support programs with related benefits. Show programs on the mentee and mentor portals so that participants
can view the details and enroll themselves. Use the provided flows to automatically create program enrollments and update
constituent roles for participants. Add assessments to programs to identify the requirements of a mentee and match them with a
mentor who can fulfill those requirements.
Create Mentoring Program Enrollment Portals
Use Experience Builder to enhance your Experience Cloud site with the new Lightning Web Components for mentoring. Create a
portal for mentors and mentees where they can enroll in mentoring programs and see benefit assignments. Mentors can also enroll
as a provider of benefits on the mentor portal.
Create Mentoring Records Using Education Public API
Use the Industries Education Public API to match a mentor with a mentee and create related records. The public API updates Benefit
Assignment records with Provider lookup and creates Contact Contact Relationship and Party Role Relationship records for Mentoring
participants.
Customize the Application Experience For Your Users
Education Cloud provides a flexible and customizable application experience. You can use Education Cloud's OmniStudio application
templates to create your own application. Use action plans along with new Education Cloud objects to map application requirements
to their corresponding application sections.
Create an Applicant Portal for Parents, Guardians, and Agents
In Education Cloud, a student can submit an application for themselves. Also, a third party, such as a parent, guardian, caretaker, or
agent, can submit an application for the student, create student data, and manage applications for the students that they represent
from the same portal. Education Cloud provides automation and configuration steps to ensure the appropriate sharing for records
and accounts.
Leverage AI to Discover Skills for Courses and Programs (Pilot)
Find the skills that you want to associate with your learning courses and programs by using the Einstein Skills Generator. Let Einstein
suggest skills that fit the course or program based on data from the public domain, or choose from the skills that you used before.
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Salesforce Spring ’24 Release Notes Salesforce for Education
Use the Education Portal Template to Create Customized Sites for a Variety of Learners
Build a portal to serve prospective, current, and former students, all from the same Digital Experience template. The Education
Applicant Portal template is now the Education Portal template and includes components for applicant, student, and alumni sites.
Your learners can submit and track applications, access support programs, request advising, view and manage assigned tasks, and
access an alumni directory. Make features available by learner roles by using audiences.
Create Action Plans by Using Action Plan Templates in Action Center
Learners can use the new Lightning Web Component from Education Cloud, Action Center, to create action plans from the templates
that are available to them, based on the associated support program or advising category. In Action Center, learners can view their
tasks and action plans, update the task status, and add tasks to their action plans.
Manage Action Plans on the Case Record Page
Enhance the case Lightning record page to enable advisors to view and manage the action plans assigned to the learner. On the
Action Plans tab, advisors can add new action plans and manage the tasks under each assigned action plan.
Modify Your Learning Offerings in the Learning Wizard
Use the Learning Wizard in Academic Operations to edit your learning courses and learning programs. Reset the learning requirements
to define new prerequisites, corequisites, or recommendations, and add new learning outcomes.
View Learning Program Plan Details in Program Plan Summary
Learners can use the new Lightning Web Component from Education Cloud, Learning Program Plan Summary, to view the details
of a learning program plan, such as the description, requirements, and the details of associated learning programs. Program Plan
Summary is also available as a tab on the updated learning program plan record page.
Enhance Institutional Efficiency by Using Analytics Insights
Gain insights into the efficiency of an institution's learning programs, application processes, and faculty management by using the
new Learning Programs and Course Insights dashboard. Analyze applicants, enrolled students, and faculty across departments,
programs, and academic terms to identify high-demand programs. Use DEI Insights to assess the diversity aspects of students and
get faculty utilization insights for optimizing resource allocation.
Use Fundraising Updates for Advancement
Updates to Fundraising include an easier way to build integration, a new way to attribute revenue on gift commitments, Outreach
Source Code URLs for improved digital fundraising and tracking, and streamlined donor support requests and accounting tasks.
Create and Manage Mandated Reports Using Disclosure and Compliance Hub
Education Cloud licensing now includes Disclosure and Compliance Hub. Enable Disclosure and Compliance Hub so that you can
organize questions, answers, and generate reports that can be easily accessed and tracked.
Support Programs and Benefits Using Outcome Management
Education Cloud Licensing now includes Outcome Management. Enable Outcome Management so that you can use feature
enhancements for program management and benefit disbursements, like those for advising and mentoring.
New and Changed Objects in Education Cloud
Do more with the new and updated Education Cloud objects.

Education Cloud includes access to some features that are available across clouds and products in Industries. Use these features to extend
and customize Education Cloud based on your business needs.
• Action Launcher
Use action launcher to provide quick and focussed support to learners in your institution, such as sending an email to an advisee or
logging a call to a mentee.
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Use actionable list members to provide personalized and targeted engagement with learners. Create lists of parents and students,
emergency call lists, or parent lists based on a set of criteria.

Execute business logic at scale without code. For example, route prospects to the right counselor based on attributes from their
interests form, or route learners to the right staff member to follow up on an application.

Use Data Processing Engine to transform data that's available in your Salesforce org and write back the transformation results as
new or updated records. For example, you can use DPE and flows to set up and maintain person public profile records for you alumni
community.
Use Outcome Management to define, measure, and evaluate the impact of your institution’s outcome strategy. To achieve the
desired outcomes, an educational institution would create various programs, such as for advising, mentoring, or other non-scholastic
programs.
• Timeline
Bring in multiple objects into one list so that staff can reference a chronological view of applicants or students' engagement to
evaluate progress and take action. For example, create a Student Activities timeline that references cases, service appointments,
record alerts, or care plans.
Use Education Cloud to Support Mentoring

Use the new Mentoring app to create and manage mentoring programs, assign benefits, and manage assessments. Using an Experience
Cloud site as a portal, mentors and mentees can enroll in programs, and mentors can register as providers of benefits. Facilitators can
use assessments to connect a mentee with a mentor who can address the mentee’s needs and goals.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where the Education Cloud license
is enabled.
Who: Users with the Education Cloud Full Access permission set can use this feature.
How: Enable the Mentoring app in Setup. Then, from the App Launcher, find and select Mentoring.
Support Learners with Mentoring Programs

Define mentoring support programs with related benefits. Show programs on the mentee and mentor portals so that participants can
view the details and enroll themselves. Use the provided flows to automatically create program enrollments and update constituent
roles for participants. Add assessments to programs to identify the requirements of a mentee and match them with a mentor who can
fulfill those requirements.
is enabled.
Who: Users with the Education Cloud Full Access permission can use this feature. Users with the Education Cloud for Experience Cloud
Access permission set can access the Mentoring portals.
How: In Mentoring, from the app navigation menu, select Programs, and then click New Support Program.
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Create Mentoring Program Enrollment Portals

Use Experience Builder to enhance your Experience Cloud site with the new Lightning Web Components for mentoring. Create a portal
for mentors and mentees where they can enroll in mentoring programs and see benefit assignments. Mentors can also enroll as a
provider of benefits on the mentor portal.
is enabled.
Who: Users with the Education Cloud Full Access permission set can create or modify sites in Experience Builder. Users with the Education
Cloud for Experience Cloud Access permission set can access the mentor and mentee portals.
Create Mentoring Records Using Education Public API

Use the Industries Education Public API to match a mentor with a mentee and create related records. The public API updates Benefit
Assignment records with Provider lookup and creates Contact Contact Relationship and Party Role Relationship records for Mentoring
participants.
is enabled.
Who: Users with the Education Cloud Full Access permission set can access this feature.
How: Use the Mentoring Connect API endpoints to create records for mentoring participants.
Customize the Application Experience For Your Users

Education Cloud provides a flexible and customizable application experience. You can use Education Cloud's OmniStudio application
templates to create your own application. Use action plans along with new Education Cloud objects to map application requirements
to their corresponding application sections.
is enabled.
Who: Users with the Education Cloud Full Access permission set can create and customize applications.
Create an Applicant Portal for Parents, Guardians, and Agents

In Education Cloud, a student can submit an application for themselves. Also, a third party, such as a parent, guardian, caretaker, or agent,
can submit an application for the student, create student data, and manage applications for the students that they represent from the
same portal. Education Cloud provides automation and configuration steps to ensure the appropriate sharing for records and accounts.
is enabled.
Who: Users with the Education Cloud Full Access permission set can create and customize applications. Users with the Education Cloud
for Experience Cloud license can access the application form on your Experience Cloud site.
How: Create an Experience Cloud site with Education Cloud components to support third-party submission of applications.
Leverage AI to Discover Skills for Courses and Programs (Pilot)

Find the skills that you want to associate with your learning courses and programs by using the Einstein Skills Generator. Let Einstein
suggest skills that fit the course or program based on data from the public domain, or choose from the skills that you used before.
350
is enabled.
It is not part of your purchased Services. To participate in the pilot, contact your Salesforce Product Manager. This feature is subject
to change, may be discontinued with no notice at any time in Salesforce’s sole discretion, and Salesforce may never make this
feature generally available. Make your purchase decisions only on the basis of generally available products and features. This feature
is made available on an AS IS basis and use of this feature is at your sole risk.
Who: Users with the Education Cloud Full Access permission and the Education Cloud Generative AI Features permission set can use
Einstein Skills Generator.
How: Enable Einstein for Education Cloud in Setup. Then, from the app navigation menu in the Academic Operations app, select Learning
Courses and click New from Learning Wizard.
Use the Education Portal Template to Create Customized Sites for a Variety of Learners
Build a portal to serve prospective, current, and former students, all from the same Digital Experience template. The Education Applicant
Portal template is now the Education Portal template and includes components for applicant, student, and alumni sites. Your learners
can submit and track applications, access support programs, request advising, view and manage assigned tasks, and access an alumni
directory. Make features available by learner roles by using audiences.
is enabled.
Who: Users with the Education Cloud Full Access permission can use this feature.
How: From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites. On the Digital Experiences page,
click New. On the Lightning Experience setup flow, choose the Education Portal template.
Create Action Plans by Using Action Plan Templates in Action Center

Learners can use the new Lightning Web Component from Education Cloud, Action Center, to create action plans from the templates
that are available to them, based on the associated support program or advising category. In Action Center, learners can view their tasks
and action plans, update the task status, and add tasks to their action plans.
is enabled.
Cloud for Experience Cloud Access permission set can access the learner portal.
How: From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites. Select your learner portal, then
add and configure the Action Center component using Experience Builder.
Manage Action Plans on the Case Record Page

Enhance the case Lightning record page to enable advisors to view and manage the action plans assigned to the learner. On the Action
Plans tab, advisors can add new action plans and manage the tasks under each assigned action plan.
is enabled.
Who: Users with the Education Cloud Full Access permission set can create or modify pages in Lightning App Builder.
How: In Student Success, on a case record page, click Setup, and then select Edit Page. Make your changes, and then activate the page.
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Modify Your Learning Offerings in the Learning Wizard

Use the Learning Wizard in Academic Operations to edit your learning courses and learning programs. Reset the learning requirements
to define new prerequisites, corequisites, or recommendations, and add new learning outcomes.
is enabled.
Who: Users with the Education Cloud Full Access permission set can modify the learning offerings in the Learning Wizard.
How: In Academic Operations, click Edit in Learning Wizard on the action menu for the learning course or learning program, and then
make and save your changes in the Learning Wizard.
View Learning Program Plan Details in Program Plan Summary

Learners can use the new Lightning Web Component from Education Cloud, Learning Program Plan Summary, to view the details of a
learning program plan, such as the description, requirements, and the details of associated learning programs. Program Plan Summary
is also available as a tab on the updated learning program plan record page.
is enabled.
Cloud for Experience Cloud Access permission set can access the learner portal.
How: From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites. Select your learner portal, add
an object page for learning program plan, and then add and configure the Program Plan Summary component using Experience Builder.
Enhance Institutional Efficiency by Using Analytics Insights

Gain insights into the efficiency of an institution's learning programs, application processes, and faculty management by using the new
Learning Programs and Course Insights dashboard. Analyze applicants, enrolled students, and faculty across departments, programs,
and academic terms to identify high-demand programs. Use DEI Insights to assess the diversity aspects of students and get faculty
utilization insights for optimizing resource allocation.
Where: This change applies to Lightning Experience in Developer, Enterprise, and Unlimited editions where Education Cloud and CRM
Analytics for Education Cloud are enabled.
Who: Only Education Cloud users with the CRM Analytics for Education Cloud license can use this feature.
How: From Setup, in the Quick Find box, enter Education, and then select Configure Education Analytics. Follow the instructions
on the page to set up an Education Analytics app with the Learning Programs and Course Insights dashboard.
Use Fundraising Updates for Advancement

Updates to Fundraising include an easier way to build integration, a new way to attribute revenue on gift commitments, Outreach Source
Code URLs for improved digital fundraising and tracking, and streamlined donor support requests and accounting tasks.
is enabled.
Who: Users with the Education Cloud Full Access permission set can access Fundraising.
352
Create and Manage Mandated Reports Using Disclosure and Compliance Hub
Education Cloud licensing now includes Disclosure and Compliance Hub. Enable Disclosure and Compliance Hub so that you can organize
questions, answers, and generate reports that can be easily accessed and tracked.
is enabled.
How: Enable Disclosure and Compliance Hub in Setup.
Support Programs and Benefits Using Outcome Management

Education Cloud Licensing now includes Outcome Management. Enable Outcome Management so that you can use feature enhancements
for program management and benefit disbursements, like those for advising and mentoring.
is enabled.
How: Enable Outcome Management in Setup.
SEE ALSO:
Salesforce Help: Set Up Mentoring (can be outdated or unavailable during release preview)
Salesforce Help: Set Up a Mentoring Program (can be outdated or unavailable during release preview)
Salesforce Help: Set Up Mentoring Portals (can be outdated or unavailable during release preview)
Salesforce Help: Create Applications (can be outdated or unavailable during release preview)
Salesforce Help: Get Started with Applications (can be outdated or unavailable during release preview)
Salesforce Help: Set Up Action Plans For Learners (can be outdated or unavailable during release preview)
Salesforce Help: Academic Operations App (can be outdated or unavailable during release preview)
Salesforce Help: Set Up Learning Program Plan Summary For Learners (can be outdated or unavailable during release preview)
Salesforce Help: Learning Insights (can be outdated or unavailable during release preview)
Fundraising Enhancements (can be outdated or unavailable during release preview)
Salesforce Help: Disclosure and Compliance Hub (can be outdated or unavailable during release preview)
Salesforce Help: Outcome Management Setup (can be outdated or unavailable during release preview)
New and Changed Objects in Education Cloud

Do more with the new and updated Education Cloud objects.
Specify whether the action plan template is shown on the learner portal or not
Use the new ShouldShowOnLearnerPortal field on the ActionPlanTemplate object.
Specify the record type associated with an action plan template assignment
Use the new AssociatedRecordType field on the ActionPlanTemplateAssignment object.
Specify the account associated with an application decision
Use the new Account field on the existing LearningProgramPlanRqmt object.
Specify the minimum numeric grade for a learning outcome item
Use the new MinimumNumericGrade field on the existing ApplicationDecision object.
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Salesforce Spring ’24 Release Notes Salesforce for Nonprofits
Specify the account associated with a person education

Use the new Account field on the existing PersonEducation object.
Specify the account associated with a person employment
Use the new Account field on the existing PersonEmployment object.
Specify the account associated with a person examination
Use the new Account field on the existing PersonExamination object.
Specify the contact who submits an application
Use the new SubmittedByContactId field on the existing PreliminaryApplicationRef object.
Specify the URL of a saved application that's associated with an individual application task
Use the new SavedApplicationUrl field on the existing IndividualApplicationTask object.
Specify how a part of an application can be rendered
Use the new ApplicationRenderMethod object.
Assign an application render method to a component that’s rendered in an application
Use the new ApplnRenderMethodAssignment object.
Specify people or organizations associated with providing benefits to program participants
Use the new ProviderOffering object.
Indicate whether a user can self-register as a provider of the benefit on an Experience Cloud site
Use the new CanRegisterAsProvider field on the existing Benefit object.
Specify the contact who provides the benefit that's associated with a benefit assignment
Use the new ProviderId field on the BenefitAssignment object.

Salesforce for Nonprofits includes managed package and platform solutions for nonprofits. Nonprofit Cloud, built on the Salesforce
platform, enhancements for fundraising make it easier to measure ROI for donor upgrade campaigns, improve digital fundraising and
tracking, and streamline donor support requests. Nonprofit Cloud enhancements for programs and Grantmaking include Experience
Cloud improvements, indication of which care plan goals you expect to drive outcomes, and the auto-calculation of results for outcomes.
Updates to the Nonprofit Success Pack managed package improve identifying and correcting potential duplicates.
Nonprofit Cloud
Nonprofit Cloud enhancements make it easier to build integrations, to measure the ROI of upgraded campaigns by using a new way
to attribute revenue on gift commitments, to improve digital fundraising and tracking with Outreach Source Code URLs, and to
streamline donor support requests and accounting tasks by tracking payment data.
IdeaExchange Delivered: Find and Fix Potential Duplicates in Nonprofit Success Pack (Managed Package)
Review, select, and merge potential duplicate contacts on the NPSP Contact Merge page. Use the new NPSP Potential Duplicates
Lightning Web Component to go to the NPSP Contact Merge page. This feature replaces the standard Potential Duplicates component
on the Contact page. We delivered this feature thanks to your ideas on IdeaExchange.
Security Enhancements for Volunteers for Salesforce (Managed Package)
Volunteers for Salesforce is now more secure thanks to small updates.
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Nonprofit Cloud
Nonprofit Cloud enhancements make it easier to build integrations, to measure the ROI of upgraded campaigns by using a new way to
attribute revenue on gift commitments, to improve digital fundraising and tracking with Outreach Source Code URLs, and to streamline
donor support requests and accounting tasks by tracking payment data.
Quickly Build an Integration with Fundraising

Third-party vendors can use the Business Process API to easily integrate their applications with Fundraising. They can easily maintain
the integrations with a lower cost of ownership. They can match or create donor records, match or create recurring donations and
installments, store payment data from externally processed gifts, link campaigns, source codes, and designations, add data to custom
fields, and submit donation data in a single payload.
Split Gift Transaction Amount Attribution Across Multiple Campaigns
Easily measure the ROI of upgraded campaigns by splitting the attribution of revenue on gift commitments between multiple
campaigns.
Digital Fundraisers can save time by automatically generating unique URLs based on user-defined UTM parameters that can be
shared across various channels. Use these unique web links to tie an online donation back to the outreach source code and to track
the effectiveness of online outreach.
Track Payment Data
Streamline donor support requests, track processing fees, easily reconcile accounting, and manage integrations with independent
software vendors and gateways with improved methods to track payment data (including payment method details, transaction
fees, and gateway and processor metadata).
Do More With Program and Case Management in Experience Cloud
The Program and Case Management for Experience Cloud permission set now includes the create, read, update, and delete permissions
for more Program and Case Management objects. Look at the permission set in your org for details.
New and Changed Objects in Nonprofit Cloud
Do more with the new and updated Nonprofit Cloud objects.
Make the most of the new and updated Connect APIs in Nonprofit Cloud.

Nonprofit Cloud includes some features that are available across the clouds and products in Industries. Use these features to extend and
customize Nonprofit Cloud as per your business needs.
• Action Launcher
Deliver better donor support by adding actions in the Action Launcher Lightning Web Component to launch actions to resolve
donor requests. Administrators can now customize the title shown on the Action Launcher component to provide a more branded
experience.
• Bulk Action Panel

Administrators can further streamline fundraising operations by adding bulk actions to the Bulk Action Panel, which are specific to
an actionable list.
• Grantmaking
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In Nonprofit Cloud for Grantmaking, Grant seekers can now add collaborators to help with grant applications in an Experience Cloud
site. Grant makers and recipients can now see the difference between planned and actual budget spent. Grant makers can add
invitation-only application funding opportunities to Experience Cloud.
partner organizations and grantees in Experience Cloud. Connect Outcome Management to care plans in Case Management.
• Timeline
Fundraising admins can configure Timeline to show engagement events from a specific data space in Data Cloud.
Quickly Build an Integration with Fundraising

Third-party vendors can use the Business Process API to easily integrate their applications with Fundraising. They can easily maintain
the integrations with a lower cost of ownership. They can match or create donor records, match or create recurring donations and
installments, store payment data from externally processed gifts, link campaigns, source codes, and designations, add data to custom
fields, and submit donation data in a single payload.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Fundraising is enabled.
Who: Users with the FundraisingAccess permission set can access Nonprofit Cloud for Fundraising.
Why: The Business Process API is an investment in partners to make faster and easier integrations with Nonprofit Cloud.
How: Use the Business Process Connect API endpoints to access the Business Process API tool.
Split Gift Transaction Amount Attribution Across Multiple Campaigns

Easily measure the ROI of upgraded campaigns by splitting the attribution of revenue on gift commitments between multiple campaigns.
Who: Users with the FundraisingAccess permission set can access the Nonprofit Cloud for Fundraising applications.
Why: Attribute a transaction to multiple campaigns in the ratio in which the campaigns influenced the transaction amount.

Digital Fundraisers can save time by automatically generating unique URLs based on user-defined UTM parameters that can be shared
across various channels. Use these unique web links to tie an online donation back to the outreach source code and to track the
effectiveness of online outreach.
Track Payment Data

Streamline donor support requests, track processing fees, easily reconcile accounting, and manage integrations with independent
software vendors and gateways with improved methods to track payment data (including payment method details, transaction fees,
and gateway and processor metadata).
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Do More With Program and Case Management in Experience Cloud

The Program and Case Management for Experience Cloud permission set now includes the create, read, update, and delete permissions
for more Program and Case Management objects. Look at the permission set in your org for details.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where Program
How: To enhance or mute the permissions in the Program and Case Management for Experience Cloud permission set, add the Program
and Case Management for Experience Cloud permission set to a permission set group that includes your own permission sets and assign
the permission set group to your users.
New and Changed Objects in Nonprofit Cloud

Do more with the new and updated Nonprofit Cloud objects.
Store payment method details to complete transactions
Use the new PaymentInstrument object.
Log Gift Commitment changes to track commitment upgrades and downgrades
Use the new GiftCmtChangeAttrLog object.
Set UTM parameters with new fields on the Fundraising Configuration object for tracking an Outreach Source Code URL
Use the new fields UTMSource, UTMMedium, and DonorMatchingMethod on the FundraisingConfiguration
object.
Create unique digital fundraising messages and track the success of the outreach
Use the new fields Source CodeBaseUrl, SourceCodeUrl, MessageChannel, MessageChannelPlatform,
MessageChannelPlatformAccount, MessageTitle, and Message Content on the OutreachSourceCode
object.
Enter payment identification information from the payment instrument for gift entry
Use the new fields Last4, ExpiryMonth, and ExpiryYear on the GiftEntry object.
See processor fees and gateway information and fees to inform refunds
Use the new fields GatewayTransactionfee, ProcessorTransactionFee, LastGatewayResponseCode,
LastGatewayErrorMessage, and LastGatewayProcessedDate on the GiftRefund object.
See payment and outreach source code information to track changes on the commitment
Use the new fields OutreachSourceCode, ProcessorReference, and PaymentInstrument on the
GiftCommitmentSchedule object.
Log payment gateway and processor information to track fees, references, error messages, and processed date
Use the new fields PaymentInstrument, GatewayTransactionFee, ProcessorTransactionFee,
TotalTransactionFee, ProcessorReference, GatewayReference, LastGatewayResponseCode,
LastGatewayErrorMessage, and LastGatewayProcessedDate on the GiftTransaction object.
Track the aggregated amount of a commitment that’s upgraded with a donation to an additional campaign
Use the new field AttributedAmount on the OutreachSummary object.

Make the most of the new and updated Connect APIs in Nonprofit Cloud.
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Salesforce Spring ’24 Release Notes Industries Common Features
Business Process API Endpoints

Create Gift Transactions with the Donor, Payment Instrument, and optionally Designations
Make a POST request to the new /connect/fundraising/gifts resource.
New request body: Create Gift Input
New response body: Create Gift Output
Create a Gift Commitment, Schedule, Payment Instrument, and optionally Default Designations
Make a POST request to the new /connect/fundraising/commitments resource.
New Request body: Create Commitment Input
New Response body: Create Commitment Output
Modify the Schedule of an existing Gift Commitment
Make a POST request to the new /connect/fundraising/commitments/${commitmentId} resource.
New request body: Update Commitment Input
New response body: Update Commitment Output
Update the transaction status and payment information for a collection of Gift Transactions
Make a POST request to the existing /connect/fundraising/transactions/payment-updates resource.
New request body: Transaction Payment Updates Input
New response body: Transaction Payment Updates Output
Update the future payment information for a collection of Gift Commitments
Make a POST request to the existing /connect/fundraising/commitments/payment-updates resource.
New request body: Commitment Payment Updates Input
New response body: Commitment Payment Updates Output
Find and Fix Potential Duplicates in Nonprofit Success Pack (Managed Package)
Review, select, and merge potential duplicate contacts on the NPSP Contact Merge page. Use the new NPSP Potential Duplicates
Lightning Web Component to go to the NPSP Contact Merge page. This feature replaces the standard Potential Duplicates component
on the Contact page. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with the NPSP
managed package.
Security Enhancements for Volunteers for Salesforce (Managed Package)

Volunteers for Salesforce is now more secure thanks to small updates.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with the Volunteers
for Salesforce managed package.

Some Industries products are available for use in more than one Industries cloud, or in Clouds outside of Industries. In this release, we've
enhanced filtering and performance for the data processing engine, improved monitoring for branch management, added decision
tables to flows, provided templates for rebate management, added invocable actions and Apex classes for loyalty management, and
much more.
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AI Accelerator
Create use cases in AI Accelerator by using Data Cloud as the prediction platform. Available only for users with the Data Cloud Starter
license.
Action Launcher
Contact center agents can quickly resolve customer requests by launching button- and link-based actions. Administrators can now
customize the title shown on the Action Launcher component. If out-of-the-box deployments are available, Administrators can use
them right away to configure Action Launcher.
Batch Management
Bulk Action Panel
Administrators can now add bulk actions to Bulk Action Panel, which are specific to an actionable list.
Call the ready-to-use executable expression set templates from flows. Create precise rules with the operators and functions that
consider null values. Use the enhancements in decision tables to simplify and streamline lookups. Show your users more targeted
and nuanced explanations for expression set version step results with the enhancements in Decision Explainer.
Context Service
Extend the standard context definitions that are shipped with your Industries solutions to create custom definitions that suit your
business requirements. To upgrade the standard definition components that are used in the extended custom definitions, effortlessly
sync the custom definitions.
Help users run more targeted searches by configuring additional filter fields and filtering by field values or grouping and aggregation.
Enrich search results by displaying them in a user-friendly card format.
Get ready-to-use data in your apps faster using the new CSV Data Management tool. With just a few clicks you can easily import
large amounts of data in to Salesforce objects, reducing manual data entry and the risk of errors. Prepare and upload your CSV file,
map columns to Salesforce objects, validate your data to ensure frictionless import, and download import log files.
Enjoy more Data Cloud flexibility in your definitions with more objects types to choose from in data source and writeback nodes.
Choose Data Cloud Data Spaces for your definition. Troubleshoot quickly by restoring previous field selections in your data source
when you encounter an issue with a reference node. Upload CSV file data and write it back to an entity in Salesforce.
Grantmaking
Grant seekers can now add collaborators to help with grant applications in an Experience Cloud site. Grant makers and recipients
can now see the difference between planned and actual budget spent. Grant makers can add invitation-only application funding
opportunities to Experience Cloud.
Get Intelligent Document Reader to easily extract unstructured content and specific table information from uploaded documents.
Get Intelligent Form Reader to easily extract unstructured content and specific table information from uploaded documents.
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KPI Bar
Administrators can create custom key performance indicators (KPIs) for actionable lists. List Creators can customize KPI Bar by adding
custom KPIs.
Outcome Management
Scheduled Reminders
Send automated emails to remind users about important occurrences and occasions.
Timeline
AI Accelerator
Create use cases in AI Accelerator by using Data Cloud as the prediction platform. Available only for users with the Data Cloud Starter
license.
Enhance AI Capabilities for Sagemaker Integration

Enhance your AI capabilities by using Bring Your Own Model (BYOM) on Data Cloud for Sagemaker integration. Connect your
Sagemaker model for predictive insights and align it with Next Best Action (NBA) for actionable predictions. Customize settings to
create custom predictive models by using AI Accelerator. Create or edit a use case model on the AI Accelerator setup page with Data
Cloud as the prediction platform.
Enhance AI Capabilities for Sagemaker Integration

Enhance your AI capabilities by using Bring Your Own Model (BYOM) on Data Cloud for Sagemaker integration. Connect your Sagemaker
model for predictive insights and align it with Next Best Action (NBA) for actionable predictions. Customize settings to create custom
predictive models by using AI Accelerator. Create or edit a use case model on the AI Accelerator setup page with Data Cloud as the
prediction platform.
Where: This change applies to the Lightning Experience for multiple Industries clouds.
Who: Users with any of the these licenses can configure use case models in AI Accelerator:
• CRM for Communications Cloud or Communications Cloud Intelligence
• CRM Analytics for Consumer Goods or Revenue Intelligence for Consumer Goods
• CRM for Energy and Utilities or Revenue Intelligence for Energy and Utilities
• CRM Analytics for Financial Services
• CRM Analytics for Healthcare
• CRM Analytics for Media or Revenue Intelligence for Media
• Manufacturing Analytics Plus
Data Cloud customers can access this feature with the new Data Cloud Starter license. As per the data platform services card, customers
can pay for Bring Your Own Model inferences based on usage.
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Action Launcher
Contact center agents can quickly resolve customer requests by launching button- and link-based actions. Administrators can now
customize the title shown on the Action Launcher component. If out-of-the-box deployments are available, Administrators can use
them right away to configure Action Launcher.
Streamline Customer Service by Quickly Launching Button- and Link-based Actions

Button- and link-based actions in an org launch the actions available within Salesforce or integrate Salesforce data with external
URLs, applications, or systems. Contact center agents can easily find these actions within Action Launcher. The actions are just a
search and click away through Action Launcher.
Administrators can now tailor Action Launcher’s user interface to their organization’s preferences by customizing and localizing the
title shown on Action Launcher. With the customized title, organizations can provide a branded experience to contact center agents.
Accelerate Action Launcher Configuration with Out-of-the-Box Deployments
You can now effortlessly use out-of-the-box deployments to save the time and effort spent configuring Action Launcher for users.
The deployments come preconfigured with context objects, actions, and frequently used actions, which you can easily modify to
meet your organization’s business requirements.
SEE ALSO:
Salesforce Help: Action Launcher (can be outdated or unavailable during release preview)
Streamline Customer Service by Quickly Launching Button- and Link-based Actions

Button- and link-based actions in an org launch the actions available within Salesforce or integrate Salesforce data with external URLs,
applications, or systems. Contact center agents can easily find these actions within Action Launcher. The actions are just a search and
click away through Action Launcher.
Where: This change applies to Experience Cloud and Lightning Experience in clouds where Action Launcher is available.
Who: To use this feature, users need the Industry Service Excellence add-on license.
How: From Setup, on the Action Launcher page, create a deployment by selecting the Flows and quick actions checkbox. Then, select
the objects and the associated actions that you want to include in the deployment. Next, add the Action Launcher component to the
appropriate Lightning record page through Lightning App Builder. Click the Action Launcher component. In the Properties panel, select
Action Launcher deployment from the Action Launcher Configuration dropdown, and then select the deployment that you created
from the Action Launcher Deployment dropdown. Save your changes, and then activate your page, if necessary.

Administrators can now tailor Action Launcher’s user interface to their organization’s preferences by customizing and localizing the title
shown on Action Launcher. With the customized title, organizations can provide a branded experience to contact center agents.
Where: This change applies to Experience Cloud and Lightning Experience in clouds where Action Launcher is available.
How: For personalizing Action Launcher in Lightning Experience in clouds, create a custom label. Specify the translation information
for the supported languages. Add the Action Launcher component to the appropriate Lightning record page through Lightning App
Builder. In component properties, select Action Launcher configuration, select a deployment or service catalog, and use the prescribed
format to enter the custom label name in the Action Launcher Title field. Save your changes, and then activate your page, if necessary.
For personalizing Action Launcher in Experience Cloud, add the Action Launcher component to the appropriate page. In component
properties, enter the custom title in the Action Launcher Title field. Publish your changes.
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Accelerate Action Launcher Configuration with Out-of-the-Box Deployments

You can now effortlessly use out-of-the-box deployments to save the time and effort spent configuring Action Launcher for users. The
deployments come preconfigured with context objects, actions, and frequently used actions, which you can easily modify to meet your
organization’s business requirements.
Where: This change applies to Lightning Experience in clouds where Action Launcher is available.
How: From Setup, on the Action Launcher page, select an out-of-the-box deployment and use it. The deployment is added to the Action
Launcher Deployments list. Edit the deployment, if necessary.
Use predefined Data Processing Engine definitions to create actionable list definitions easily and quickly. To help list creators easily filter
dataset records to add to their actionable lists, set the filter input format for the applicable dataset columns as Multi-Select Picklist. List
creators can now use filter templates to save the time and effort required to filter dataset records.
Create Actionable List Definitions Faster with Predefined Data Processing Engine Definitions
Reduce the time and effort required to create actionable list definitions by using existing Data Processing Engine definitions. Previously,
you created an actionable list definition only by creating a Data Processing Engine definition from scratch. To create actionable list
definitions, use Data Processing Engine definitions with the Actionable List process type and the CRM Analytics Runtime platform.
Build More Flexible and Extensive Filters with Multi-Select Picklists
When you edit dataset column formats, set the input type format as Multi-Select Picklist for the applicable dataset columns. List
creators can now easily filter dataset records on the List Builder page by using the multi-select picklist to select up to five text values
rather than typing text explicitly.
Use filter templates to save time and effort when creating actionable lists, and to leverage filtering strategies rather than defining
filters from scratch. When creating actionable lists in List Builder, list creators can now save the filters that are used to filter dataset
records as a template. List creators can reuse or customize these templates as per their business needs.
Get a Quick View of an Actionable List Member’s Details
Help your sales executives or managers quickly view an actionable list member’s basic information at-a-glance in the Show List
Member Details component. The Show List Member Details component shows information such as the member’s name, phone
number, address details, and the Action Launcher to quickly launch processes to create a case, lead, or any other record as per the
business needs.
Access more data with these new and changed objects.
Create Actionable List Definitions Faster with Predefined Data Processing Engine Definitions
Reduce the time and effort required to create actionable list definitions by using existing Data Processing Engine definitions. Previously,
you created an actionable list definition only by creating a Data Processing Engine definition from scratch. To create actionable list
definitions, use Data Processing Engine definitions with the Actionable List process type and the CRM Analytics Runtime platform.
Where: This change applies to Lightning Experience in clouds that have Industry Sales Excellence and Query for Datapipelines User
licenses.
Who: To use this feature, users need the Actionable Segmentation permission set and the Query for Datapipelines User permission set.
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How: On the Actionable Segmentation Settings page, click Use Existing Data Processing Engine Definition. Enter an actionable list
definition name and the base object for creating the list definition. Search for and select a Data Processing Engine definition and click
Save.
SEE ALSO:
Salesforce Help: Create Actionable List Definitions (can be outdated or unavailable during release preview)
Build More Flexible and Extensive Filters with Multi-Select Picklists

When you edit dataset column formats, set the input type format as Multi-Select Picklist for the applicable dataset columns. List creators
can now easily filter dataset records on the List Builder page by using the multi-select picklist to select up to five text values rather than
typing text explicitly.
licenses.
Why: The multi-select picklist format helps list creators select multiple distinct values more easily and quickly. For example, if the dataset
column is Billing City, then list creators can select multiple values such as New York, Chicago, London, Delhi, or Singapore to filter accounts.
The filter returns the accounts with only the specified billing cities.
How: On the Actionable Segmentation Settings page, from the actionable list definition's actions, select Edit Column Display Format.
Select Multi-Select Picklist as the filter input format for the columns that have scope for multiple value selections and click Save.
SEE ALSO:
Salesforce Help: Set the Display Format for Actionable List Columns (can be outdated or unavailable during release preview)

Use filter templates to save time and effort when creating actionable lists, and to leverage filtering strategies rather than defining filters
from scratch. When creating actionable lists in List Builder, list creators can now save the filters that are used to filter dataset records as
a template. List creators can reuse or customize these templates as per their business needs.
licenses.
How: On the Actionable List Builder page, create an actionable list and define filters and filter logic to suit your business needs. Then
click Apply. Before you select and add records from the filtered list to the actionable list, click Save as Template to save these filters as
a template.
SEE ALSO:
Salesforce Help: Create a Custom Filter Logic (can be outdated or unavailable during release preview)
Get a Quick View of an Actionable List Member’s Details

Help your sales executives or managers quickly view an actionable list member’s basic information at-a-glance in the Show List Member
Details component. The Show List Member Details component shows information such as the member’s name, phone number, address
details, and the Action Launcher to quickly launch processes to create a case, lead, or any other record as per the business needs.
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licenses.
How: On the actionable list details page, in the Preview Details column, click to view the actionable list member’s details.
SEE ALSO:
Salesforce Help: View Actionable List Members (can be outdated or unavailable during release preview)
Salesforce Help: Add Show List Member Details to a Page (can be outdated or unavailable during release preview)

Access more data with these new and changed objects.
Store a logical expression containing filter conditions to include or exclude data from the dataset that's associated with the
actionable list definition
Use the new ActionableListDefFltrCrit object.
Store the filter condition for including or excluding data from the dataset associated with the actionable list definition
Use the new ActionableListDefFltrCond object.
Verify if the filter input format is enabled to select multiple values from a picklist
Use the new isTypeAheadSearchEnabled field on the ActionableListDatasetColumn object.
SEE ALSO:
Salesforce Help: ActionableListDefFltrCrit (can be outdated or unavailable during release preview)
Salesforce Help: ActionableListDefFltrCond (can be outdated or unavailable during release preview)
Salesforce Help: ActionableListDatasetColumn (can be outdated or unavailable during release preview)
Batch Management

Run batch jobs in Batch Management by selecting records from big objects. Big objects store and manage massive amounts of data
on the Salesforce platform.

Run batch jobs in Batch Management by selecting records from big objects. Big objects store and manage massive amounts of data on
the Salesforce platform.
Where: This change applies to Lightning Experience in Enterprise, Developer, and Unlimited editions where Rebate Management,
Manufacturing Cloud, or Loyalty Management is enabled.
How: The big object Batch Management functionality is available through the Batch Management Tooling API.
Bulk Action Panel

Administrators can now add bulk actions to Bulk Action Panel, which are specific to an actionable list.
364
Streamline the List Creator Workflow with Contextual Bulk Actions

Administrators can now create bulk action configurations containing screen type flows and Lightning web component actions. The
bulk action configurations integrate with actionable lists to show list-specific bulk actions on Bulk Action Panel. With contextual bulk
actions, Bulk Action Panel adapts to an actionable list and provides a tailored user experience to list creators. Improve the productivity
of list creators by providing the easily accessible and relevant bulk actions on Bulk Action Panel.
Use the changed object for creating bulk action configurations.
SEE ALSO:
Salesforce Help: Bulk Action Panel (can be outdated or unavailable during release preview)
Streamline the List Creator Workflow with Contextual Bulk Actions

Administrators can now create bulk action configurations containing screen type flows and Lightning web component actions. The bulk
action configurations integrate with actionable lists to show list-specific bulk actions on Bulk Action Panel. With contextual bulk actions,
Bulk Action Panel adapts to an actionable list and provides a tailored user experience to list creators. Improve the productivity of list
creators by providing the easily accessible and relevant bulk actions on Bulk Action Panel.
Where: This change applies to Lightning Experience in clouds where Actionable List Members and Bulk Action Panel are available.
Who: To create bulk action configurations, administrators need the Industry Sales Excellence add-on license and the Actionable
Segmentation permission set.
How: From Setup, in the Quick Find box, enter Bulk Action Configurations, and then click Bulk Action Configurations.
Next, click New, enter a name and description, select the objects and the associated actions that you want to include in the configuration,
select the actions that you want to show on Bulk Action Panel, and save your changes.

Use the changed object for creating bulk action configurations.
Specify the name of the component used in the deployment
Use the new supported enum value Bulk Action Panel in the existing ComponentName field on the
RecordActionDeployment object.

Call the ready-to-use executable expression set templates from flows. Create precise rules with the operators and functions that consider
null values. Use the enhancements in decision tables to simplify and streamline lookups. Show your users more targeted and nuanced
explanations for expression set version step results with the enhancements in Decision Explainer.
Use a Template to Invoke Expression Sets from a Flow

Save time and effort with ready-to-use executable expression set templates. Executable expression sets are active, so you can call
them from flows or use them as subexpressions without additional effort. Previously, expression set templates were inactive and
read-only.
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Create Precise Rules with Null Operators and Functions

Simplify condition creation and data validation in expression sets by using the Is Null or Is Not Null operator in a condition or list
filter element. Get more accurate information by explicitly checking whether a variable has no value, and ensure that specific criteria
are being met. Use the ISNULL and ISNOTNULL functions in a calculation formula to verify whether a variable’s value is null. Previously,
if a variable had no value, a default value was assigned when the expression set was run. The null operators and functions are available
only if an expression set’s usage type supports them.
Use a business element inside a list group to perform complex, business-specific operations defined in the element on the items in
the list. Previously, list groups supported only list filter, calculation, and lookup table elements. You can add a business element to
a list group only if your Salesforce org has business elements.
Decision Tables
Define more complex and specific rules with decision tables and streamline lookups.
Provide more consistent and nuanced explanations to your users on why a step in an expression set version generated a specific
result.
Permission Set Changes to Enable List Variable Usage in Expression Sets
Use context tags as list variables in expression set versions with the Rule Engine Designer and Context Service Admin permission
sets. Previously, you needed the Rule Engine Advanced Designer permission set to access context tags in expression sets. Now users
with the Context Service Admin permission set can create and activate a context definition. Users with the Rule Engine Designer
permission set can use context definition tags as list variables in expression set versions and also access the list group step element.
Do more with this changed object in Business Rules Engine.
Changed Business Rules Engine Tooling API Objects
Do more with these changed tooling API objects in Business Rules Engine.
Connect REST APIs
Connect REST APIs for Business Rules Engine help customers, partners, and ISVs integrate with Salesforce software and UIs.
Use a Template to Invoke Expression Sets from a Flow

Save time and effort with ready-to-use executable expression set templates. Executable expression sets are active, so you can call them
from flows or use them as subexpressions without additional effort. Previously, expression set templates were inactive and read-only.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions for Industries clouds where Business
Rules Engine is enabled.
Who: If an executable expression set template is available in a Salesforce org, users with the Rule Engine Designer permission set can
save it as an expression set or a version of an expression set. To call an executable template from a flow, users need the Manage Flows
permission set.
How: In Business Rules Engine, select Expression Set Templates. Templates that are marked as Executable are ready to be used in
flows or as subexpressions.
SEE ALSO:
Salesforce Help: Expression Set Templates (can be outdated or unavailable during release preview)
366
Create Precise Rules with Null Operators and Functions

Simplify condition creation and data validation in expression sets by using the Is Null or Is Not Null operator in a condition or list filter
element. Get more accurate information by explicitly checking whether a variable has no value, and ensure that specific criteria are being
met. Use the ISNULL and ISNOTNULL functions in a calculation formula to verify whether a variable’s value is null. Previously, if a variable
had no value, a default value was assigned when the expression set was run. The null operators and functions are available only if an
expression set’s usage type supports them.
SEE ALSO:
Salesforce Help: Supported Operators and Functions in Expression Sets (can be outdated or unavailable during release preview)

Use a business element inside a list group to perform complex, business-specific operations defined in the element on the items in the
list. Previously, list groups supported only list filter, calculation, and lookup table elements. You can add a business element to a list group
only if your Salesforce org has business elements.
SEE ALSO:
Salesforce Help: List Group and List Filter (can be outdated or unavailable during release preview)
Decision Tables
Define more complex and specific rules with decision tables and streamline lookups.
Simplify Decision Table Lookups with Enhanced Field Grouping

You can now group decision table rows by up to two input fields even when the table’s input condition logic uses the OR condition
or a custom condition logic. The OR operator gives you more control over decision outcomes when multiple conditions contribute
to a decision. Previously, grouping was supported only if the input condition logic used the AND operator.
Include Null Values in Lookups to Streamline Results
Narrow your search results by specifying null as a lookup value when using Connect REST APIs for decision table lookups. Previously,
because null wasn’t considered an independent value, the lookup returned combined results for matching values and null values,
resulting in a larger volume of data.
Simplify Decision Table Lookups with Enhanced Field Grouping

You can now group decision table rows by up to two input fields even when the table’s input condition logic uses the OR condition or
a custom condition logic. The OR operator gives you more control over decision outcomes when multiple conditions contribute to a
decision. Previously, grouping was supported only if the input condition logic used the AND operator.
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SEE ALSO:
Salesforce Help: How Grouping Works in Decision Tables (can be outdated or unavailable during release preview)
Salesforce Help: Considerations for Creating Decision Tables (can be outdated or unavailable during release preview)
Salesforce Help: Business Rules Engine Default Limits (can be outdated or unavailable during release preview)
Include Null Values in Lookups to Streamline Results

Narrow your search results by specifying null as a lookup value when using Connect REST APIs for decision table lookups. Previously,
because null wasn’t considered an independent value, the lookup returned combined results for matching values and null values,
resulting in a larger volume of data.
SEE ALSO:
Salesforce Help: Considerations for Creating Decision Tables (can be outdated or unavailable during release preview)

Provide more consistent and nuanced explanations to your users on why a step in an expression set version generated a specific result.
Narrow Down Search Results for Explainability Set Message Templates

Assign usage types to explainability message templates and help rule designers quickly locate the relevant template when they add
an explanation for the outcome of an expression set version step. Search shows only the templates that share the expression set’s
usage type and the templates that don’t have a usage type. Previously, Search showed all the templates specific to a step type and
result type.
Show Users Decision Explanations for Steps That Use List Variables
Provide your users decision explanations of results in an expression set version step for any type of variable used. You can now map
expression set tokens in an explainability message template to list variables. Previously, mapping was supported for only local
resources and field aliases.
Explain Why a Decision Matrix Has No Result
Create explainability message templates for scenarios when a decision matrix in a lookup table step doesn’t yield a result. Rule
designers can then assign the templates to lookup table steps in expression set versions. Previously, you could create a message
template for the No Result result type only for decision tables.
Show Users Explanations for Business Element Results
Simplify rule outcomes for your users by providing explanations for why the business elements used in your expression set versions
gave a specific result. You can now create explainability message templates for a business element’s result. A rule designer can then
add the message templates to a business element step in an expression set version.
SEE ALSO:
Salesforce Help: Decision Explainer for Expression Sets (can be outdated or unavailable during release preview)
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Narrow Down Search Results for Explainability Set Message Templates

Assign usage types to explainability message templates and help rule designers quickly locate the relevant template when they add an
explanation for the outcome of an expression set version step. Search shows only the templates that share the expression set’s usage
type and the templates that don’t have a usage type. Previously, Search showed all the templates specific to a step type and result type.
Rules Engine and Decision Explainer are enabled.
Who: Users with the Decision Explainer Service Access permission set can create explainability message templates. Users with the Rule
Engine Designer permission set can reference the templates in expression set version steps.
SEE ALSO:
Show Users Decision Explanations for Steps That Use List Variables
Provide your users decision explanations of results in an expression set version step for any type of variable used. You can now map
expression set tokens in an explainability message template to list variables. Previously, mapping was supported for only local resources
and field aliases.
Who: Users with the Decision Explainer Service Access permission set can create expression set tokens and use them in explainability
message templates. Users with the Rule Engine Designer permission set can map the tokens in the templates to list variables in an
expression set version.
Explain Why a Decision Matrix Has No Result

Create explainability message templates for scenarios when a decision matrix in a lookup table step doesn’t yield a result. Rule designers
can then assign the templates to lookup table steps in expression set versions. Previously, you could create a message template for the
No Result result type only for decision tables.
Who: Users with the Decision Explainer Service Access permission set can create explainability message templates. Users with the Rule
Engine Designer permission set can reference the templates in expression set version steps.
How: To create a template, from Setup, search for and select Explainability Message Template. For Expression Set Step Type, select
Decision Matrix Lookup. For Result Type, select No Result.
SEE ALSO:
Salesforce Help: Show Rule Explanations to Users (can be outdated or unavailable during release preview)
Show Users Explanations for Business Element Results

Simplify rule outcomes for your users by providing explanations for why the business elements used in your expression set versions gave
a specific result. You can now create explainability message templates for a business element’s result. A rule designer can then add the
message templates to a business element step in an expression set version.
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Permission Set Changes to Enable List Variable Usage in Expression Sets

Use context tags as list variables in expression set versions with the Rule Engine Designer and Context Service Admin permission sets.
Previously, you needed the Rule Engine Advanced Designer permission set to access context tags in expression sets. Now users with
the Context Service Admin permission set can create and activate a context definition. Users with the Rule Engine Designer permission
set can use context definition tags as list variables in expression set versions and also access the list group step element.
Rules Engine and Context Service are enabled.

Do more with this changed object in Business Rules Engine.
Specify a usage type for an expression set definition
Use the new UsageType field on the ExpressionSetView object.
Determine whether an expression set template is executable
Use the new IsExecutable field on the ExpressionSetView object.
Determine whether an executable expression set template references an executable context definition
Use the new HasContextDefinitionRef field on the ExpressionSetView object.
Changed Business Rules Engine Tooling API Objects

Do more with these changed tooling API objects in Business Rules Engine.
New Fields on DecisionTable

DoesConsiderNullValue
Use this new field to specify whether a column containing a null value is considered for lookup
RefreshFailureReason
Use the new field to specify the reason for the refresh of the decision table data to fail.
RefreshStatus
Use the new field to specify the refresh status of the cached data in a decision table.
SEE ALSO:
Industries Common Resources Developer Guide: DecisionTable
Connect REST APIs

Connect REST APIs for Business Rules Engine help customers, partners, and ISVs integrate with Salesforce software and UIs.
New Connect REST API Resources

These resources reflect changes in the Business Rule Engine.
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New Connect REST API Resources

These resources reflect changes in the Business Rule Engine.
Identify the request’s source via the business knowledge model name
Make a GET request to the existing /connect/business-rules/lookup-tables resource.
New request parameter: businessKnowledgeModelName
Context Service
Extend the standard context definitions that are shipped with your Industries solutions to create custom definitions that suit your business
requirements. To upgrade the standard definition components that are used in the extended custom definitions, effortlessly sync the
custom definitions.
Extend and Seamlessly Enhance Standard Definitions

Extend a standard definition and build on top of it. The extended definition retains components such as nodes, attributes, and
mappings from the source standard definition. Retain standard components to save the time and effort needed to duplicate the
components.
Use the Sync option for extended context definitions to instantly upgrade the standard components used in an extended definition
to their latest version. The Sync option is available only for extended custom definitions.
Use the new Edit button on a context definition’s details page to conveniently edit the definition. Previously, to edit a definition, you
selected Edit from the definition’s actions. Quickly find a standard or a custom definition from the new Custom Definitions and
Standard Definitions tabs. Previously, all definitions were listed on a single page. Clearly see the connection between a node or an
attribute and the object or the field that it’s mapped to.
Extend and Seamlessly Enhance Standard Definitions

Extend a standard definition and build on top of it. The extended definition retains components such as nodes, attributes, and mappings
from the source standard definition. Retain standard components to save the time and effort needed to duplicate the components.
Where: This change applies to Lightning Experience in Professional, Enterprise, Unlimited, and Developer editions for Industries clouds
where Context Service is enabled.
How: From Setup, in the Quick Find box, enter Context Definitions, and select Context Definitions. On the Standard Definitions
tab, click for the standard definition that you want to extend, and select Extend.

Use the Sync option for extended context definitions to instantly upgrade the standard components used in an extended definition to
their latest version. The Sync option is available only for extended custom definitions.
How: From Setup, in the Quick Find box, enter Context Definitions, and select Context Definitions. On the Custom Definitions
tab, select a definition, and then click Sync.
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Use the new Edit button on a context definition’s details page to conveniently edit the definition. Previously, to edit a definition, you
selected Edit from the definition’s actions. Quickly find a standard or a custom definition from the new Custom Definitions and Standard
Definitions tabs. Previously, all definitions were listed on a single page. Clearly see the connection between a node or an attribute and
the object or the field that it’s mapped to.
How: To edit a definition from the definition’s details page, click Edit.
To view the custom definitions and standard definitions in your Salesforce org, switch between the Custom Definitions and Standard
Definitions tabs, respectively.
To clearly see the mapping for a node or an attribute, hover over the mapping.
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Help users run more targeted searches by configuring additional filter fields and filtering by field values or grouping and aggregation.
Enrich search results by displaying them in a user-friendly card format.

Design a data-rich, visually engaging format for search results. Configure an OmniStudio FlexCard that includes the most important
details for your users, and select it when you create a search criteria configuration. You can still use search criteria configurations
that display search results in a list as well.
To help your users narrow down search results to the best possible match, you can now configure up to 20 search result filter fields,
including text area fields. Users can filter the search results by using grouping and aggregation or by specifying field values. To use
filter field values, specify the Filter Fields criteria type in your search criteria configuration.
Filter Search Results by Fields with Multiple Values
Expand search result filter criteria by including filter fields that store more than one value. In a search criteria configuration, set up
filter field parsing for text area fields with pipe-separated values. Criteria-Based Search and Filter performs special processing so that
users can group and aggregate or filter search results by these fields.
Changed Objects in Criteria-Based Search and Filter
Customize search criteria configurations with this changed object in Criteria-Based Search and Filter.

Design a data-rich, visually engaging format for search results. Configure an OmniStudio FlexCard that includes the most important
details for your users, and select it when you create a search criteria configuration. You can still use search criteria configurations that
display search results in a list as well.
Where: This change applies to Lightning Experience and Automotive Cloud, Health Cloud, Manufacturing Cloud, and Public Sector
Solutions editions that support Criteria-Based Search and Filter.
Who: Users with the Criteria-Based Search and Filter system permission can configure and use criteria-based search and filter capabilities.
Users with the OmniStudio Admin permission set can configure OmniStudio FlexCards.
SEE ALSO:
Salesforce Help: Configure a Searchable Object (can be outdated or unavailable during release preview)

To help your users narrow down search results to the best possible match, you can now configure up to 20 search result filter fields,
including text area fields. Users can filter the search results by using grouping and aggregation or by specifying field values. To use filter
field values, specify the Filter Fields criteria type in your search criteria configuration.
SEE ALSO:
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Filter Search Results by Fields with Multiple Values

Expand search result filter criteria by including filter fields that store more than one value. In a search criteria configuration, set up filter
field parsing for text area fields with pipe-separated values. Criteria-Based Search and Filter performs special processing so that users
can group and aggregate or filter search results by these fields.
SEE ALSO:
Changed Objects in Criteria-Based Search and Filter

Customize search criteria configurations with this changed object in Criteria-Based Search and Filter.
Specify the type of filter criteria to use for search, either grouping and aggregation or filter fields.
Use the new FilterType field in the SearchCriteriaConfiguration object.
Specify the display format of search results, either list view or card view.
Use the new ResultDisplayFormat field in the SearchCriteriaConfiguration object.
Specify the name of the OmniStudio FlexCard used to display search results as cards.
Use the new ResultFlexCard field in the SearchCriteriaConfiguration object.

Get ready-to-use data in your apps faster using the new CSV Data Management tool. With just a few clicks you can easily import large
amounts of data in to Salesforce objects, reducing manual data entry and the risk of errors. Prepare and upload your CSV file, map columns
to Salesforce objects, validate your data to ensure frictionless import, and download import log files.

Rapidly input large amounts of data by preparing it in a CSV file and importing it into Salesforce. You can import data into Salesforce
standard objects and custom objects.
Select the Salesforce object where you want to import the data. You can insert, update, or upsert data into the Salesforce object.
The columns in the CSV file are automapped based on the nearest match with the Salesforce object fields. You can modify the
mapping of the columns and save the mapping for future use.
Get a preview of the import settings.
View Import Logs
When the CSV data import begins, check the status of the import process and download the success and error logs.

Rapidly input large amounts of data by preparing it in a CSV file and importing it into Salesforce. You can import data into Salesforce
standard objects and custom objects.
Where: This change applies to Lightning Experience where CSV Data Import is enabled.
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Who: Users with the Basic CSV Data Import permission set can import a CSV file.
SEE ALSO:
Salesforce Help: Prepare CSV Files (can be outdated or unavailable during release preview)

Select the Salesforce object where you want to import the data. You can insert, update, or upsert data into the Salesforce object. The
columns in the CSV file are automapped based on the nearest match with the Salesforce object fields. You can modify the mapping of
the columns and save the mapping for future use.
SEE ALSO:
Salesforce Help: Import CSV Files (can be outdated or unavailable during release preview)

Get a preview of the import settings.
SEE ALSO:
Salesforce Help: Import CSV Files (can be outdated or unavailable during release preview)
View Import Logs

When the CSV data import begins, check the status of the import process and download the success and error logs.
SEE ALSO:
Salesforce Help: Download Import Logs (can be outdated or unavailable during release preview)

Enjoy more Data Cloud flexibility in your definitions with more objects types to choose from in data source and writeback nodes. Choose
Data Cloud Data Spaces for your definition. Troubleshoot quickly by restoring previous field selections in your data source when you
encounter an issue with a reference node. Upload CSV file data and write it back to an entity in Salesforce.

Choose from three new Data Cloud object types in your data source node configuration: Data Model Object (DMO), Data Lake Object
(DLO), and Calculated Insights Object (CIO). The Data Cloud objects are available in data source nodes in definitions using the Data
Cloud runtime.
375

Choose a Data Cloud Data Lake Object to write back your definition transformation results to. Select the Data Lake Object target
type when you configure a writeback node.
Use Data Spaces in Data Processing Engine Definitions
When creating your definition and choosing the Data Cloud runtime, you can now select a Data Space for the definition. Choosing
the data space allows you to use objects from that data space in the definition. Data Spaces are configured in Data Cloud.
Troubleshoot Quickly with Restore Previous Saved Field Selection
If you make changes to a source node’s field selection that cause an issue with a reference node downstream, quickly resolve the
issue by using Restore Previous Saved Field Selection. The source node’s previous saved field selection is brought back, allowing you
to immediately fix the problem. This feature is enabled in any source node configuration when you clear a saved source node field
selection that another node in your definition references.
Upload CSV File Data to Salesforce with Data Processing Engine
Use Data Processing Engine definitions to read data from a CSV file and write it back to an entity in Salesforce. CSV files are an effective
and efficient way to handle large volumes of data without suffering significant performance issues.
New videos help you learn about the capabilities of Data Processing Engine.

Choose from three new Data Cloud object types in your data source node configuration: Data Model Object (DMO), Data Lake Object
(DLO), and Calculated Insights Object (CIO). The Data Cloud objects are available in data source nodes in definitions using the Data Cloud
runtime.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions where Data Processing Engine
is enabled.
SEE ALSO:
Salesforce Help: Data Sources (can be outdated or unavailable during release preview)

Choose a Data Cloud Data Lake Object to write back your definition transformation results to. Select the Data Lake Object target type
when you configure a writeback node.
is enabled.
SEE ALSO:
Salesforce Help: Writeback Objects (can be outdated or unavailable during release preview)
Use Data Spaces in Data Processing Engine Definitions

When creating your definition and choosing the Data Cloud runtime, you can now select a Data Space for the definition. Choosing the
data space allows you to use objects from that data space in the definition. Data Spaces are configured in Data Cloud.
is enabled.
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How: In the New Data Processing Engine Definition page, select the data space.
SEE ALSO:
Salesforce Help: Manage Data Spaces (can be outdated or unavailable during release preview)
Salesforce Help: Create a Data Processing Engine Definition (can be outdated or unavailable during release preview)
Troubleshoot Quickly with Restore Previous Saved Field Selection

If you make changes to a source node’s field selection that cause an issue with a reference node downstream, quickly resolve the issue
by using Restore Previous Saved Field Selection. The source node’s previous saved field selection is brought back, allowing you to
immediately fix the problem. This feature is enabled in any source node configuration when you clear a saved source node field selection
that another node in your definition references.
is enabled.
Upload CSV File Data to Salesforce with Data Processing Engine

Use Data Processing Engine definitions to read data from a CSV file and write it back to an entity in Salesforce. CSV files are an effective
and efficient way to handle large volumes of data without suffering significant performance issues.
is enabled.
How: CSV upload functionality is available through Data Processing Engine Tooling API.

New videos help you learn about the capabilities of Data Processing Engine.
• Introduction to Data Processing Engine shows an overview of Data Processing Engine fundamentals and functionality, and how
you can transform your data so that it’s meaningful to you.
Grantmaking
Grant seekers can now add collaborators to help with grant applications in an Experience Cloud site. Grant makers and recipients can
now see the difference between planned and actual budget spent. Grant makers can add invitation-only application funding opportunities
to Experience Cloud.

Grant seekers can securely add collaborators to help complete grant applications in your Experience Cloud site. For example, the
development director who’s completing organizational summary information in an application can add the program director to
complete details about their programs and the planned budget for the grant.
See the Difference Between the Planned Budget and What Was Spent
The new variance column of the budget management table shows how much of the actual spending was over or under the planned
amount. In an Experience Cloud site, grantees can see how their spending matches their submitted budget. Grant managers can
view planned, actual, and variance amounts.
Create Private Funding Opportunities in Experience Cloud
Post an invitation-only funding opportunity on your Experience Cloud site, and use Compliant Data Sharing to add a representative
from an organization who can complete the application.
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Use Compliant Data Sharing with Funding Opportunities.

Grant seekers can securely add collaborators to help complete grant applications in your Experience Cloud site. For example, the
development director who’s completing organizational summary information in an application can add the program director to complete
details about their programs and the planned budget for the grant.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where Grantmaking
is enabled.
Who: To set up Compliant Data Sharing (CDS) for Grantmaking objects, users need the Grantmaking Manager permission set and the
Configure Compliant Data Sharing system permission. To share records using CDS, users need the Use Compliant Data Sharing system
permission and either be the owner of the record or have edit access on the record through CDS. To have a record shared with them
using CDS, users need the Use Compliant Data Sharing system permission.
SEE ALSO:
Salesforce Help: Securely Share Grantmaking Records with Configure Compliant Data Sharing (can be outdated or unavailable during
release preview)
See the Difference Between the Planned Budget and What Was Spent
The new variance column of the budget management table shows how much of the actual spending was over or under the planned
amount. In an Experience Cloud site, grantees can see how their spending matches their submitted budget. Grant managers can view
planned, actual, and variance amounts.
is enabled.
SEE ALSO:
Salesforce Help: Budget Management (can be outdated or unavailable during release preview)
Create Private Funding Opportunities in Experience Cloud

Post an invitation-only funding opportunity on your Experience Cloud site, and use Compliant Data Sharing to add a representative from
an organization who can complete the application.
is enabled.
Who: To set up Compliant Data Sharing (CDS) for Grantmaking objects, users need the Grantmaking Manager permission set and the
Configure Compliant Data Sharing system permission. To share records using CDS, users need the Use Compliant Data Sharing system
permission and either be the owner of the record or have edit access on the record through CDS. To have a record shared with them
using CDS, users need the Use Compliant Data Sharing system permission.
SEE ALSO:
Salesforce Help: Securely Share Grantmaking Records with Configure Compliant Data Sharing (can be outdated or unavailable during
release preview)
378

Use Compliant Data Sharing with Funding Opportunities.
Use Compliant Data Sharing with Grantmaking records
Turn on Compliant Data Sharing for the new Grantmaking FundingOppParticipant object.
SEE ALSO:
Salesforce Developer Documentation: Grantmaking Developer Guide (can be outdated or unavailable during release preview)

Get Intelligent Document Reader to easily extract unstructured content and specific table information from uploaded documents.
Streamline Data Extraction by Using Intelligent Document Reader

Automatically extract information from uploaded documents by using Amazon Textract through your AWS account. Configure
questions for a document type to extract the required unstructured content and extract specific table information. Use the extracted
information to create or update record fields, or to verify the data that's already in Salesforce.
Streamline Data Extraction by Using Intelligent Document Reader

Automatically extract information from uploaded documents by using Amazon Textract through your AWS account. Configure questions
for a document type to extract the required unstructured content and extract specific table information. Use the extracted information
to create or update record fields, or to verify the data that's already in Salesforce.
Where: This change applies to the Lightning Experience of multiple Industries clouds.
Who: Apart from Financial Services Cloud, Health Cloud, and Public Sector Solutions, Intelligent Document Reader is also available with
the Intelligent Document Reader add-on license for the Automotive, Consumer Goods, Education, Manufacturing, Media, and Net Zero
clouds.

Get Intelligent Form Reader to easily extract unstructured content and specific table information from uploaded documents.
Streamline Data Extraction by Using Intelligent Form Reader

Automatically extract information from uploaded documents by using Amazon Textract through your AWS account. Configure
questions for a document type to extract the required unstructured content and extract specific table information. Use the extracted
information to create or update record fields, or to verify the data that's already in Salesforce.
Streamline Data Extraction by Using Intelligent Form Reader

Automatically extract information from uploaded documents by using Amazon Textract through your AWS account. Configure questions
for a document type to extract the required unstructured content and extract specific table information. Use the extracted information
to create or update record fields, or to verify the data that's already in Salesforce.
Where: This change applies to the Lightning Experience of multiple Industries clouds.
Who: Apart from Financial Services Cloud, Health Cloud, and Public Sector Solutions, Intelligent Form Reader is also available with the
Intelligent Form Reader add-on license for the Automotive, Consumer Goods, Education, Manufacturing, Media, and Net Zero clouds.
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KPI Bar
Administrators can create custom key performance indicators (KPIs) for actionable lists. List Creators can customize KPI Bar by adding
custom KPIs.
Provide Customized Insights on Actionable Lists

Administrators can create custom key performance indicators (KPIs). The custom KPIs help list creators gain a measurable overview
of an actionable list’s performance toward achieving specific business goals.
Optimize Business Performance by Using Custom Key Performance Indicators
List creators can use custom key performance indicators (KPIs) on KPI Bar to gain tailored insights on their actionable lists.
Use the new objects in KPI Bar to create custom key performance indicators and map the indicators to actionable lists.
SEE ALSO:
Salesforce Help: KPI Bar (can be outdated or unavailable during release preview)
Provide Customized Insights on Actionable Lists

Administrators can create custom key performance indicators (KPIs). The custom KPIs help list creators gain a measurable overview of
an actionable list’s performance toward achieving specific business goals.
Where: This change applies to Lightning Experience in clouds where Actionable List Members is available.
Who: To use this feature, users need the Industry Sales Excellence add-on license and must enable the Actionable Segmentation pref.
How: From Setup, in the Quick Find box, enter Custom Key Performance Indicators, and then click Custom Key
Performance Indicators. Next, click New, enter a name and description, select the target object, select a function and field, specify the
filters, and save your changes.
Optimize Business Performance by Using Custom Key Performance Indicators

List creators can use custom key performance indicators (KPIs) on KPI Bar to gain tailored insights on their actionable lists.
Where: This change applies to Lightning Experience in clouds where Actionable List Members is available.
Who: To use this feature, users must have the Industry Sales Excellence add-on license, edit access to the actionable list for which they
want to use custom KPIs, and access to the Actionable List Key Performance Indicator Definition and Actionable List Key Performance
Indicator Assignment objects.
How: On KPI Bar, click . Select up to six KPIs to be shown on KPI Bar, and save your changes.

Use the new objects in KPI Bar to create custom key performance indicators and map the indicators to actionable lists.
Define custom key performance indicators for a specific field in a Salesforce object
Use the new ActnblListKeyPrfmIndDef object.
See key performance indicators on KPI Bar
Use the new ActnblListKeyPrfmIndAsgnt object.
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Bolster security and compliance measures by restricting access to data through data spaces. While creating an actionable list from
a Data Cloud segment, authorized list creators can now easily navigate and select the appropriate segment by specifying a data
space. The page shows segments corresponding to the selected data space.
List creators can see important information at a glance in the actionable list preview. The preview now shows the default columns
of the object associated with the selected Data Cloud segment.
Stay Informed on Actionable List Limit with Email Notification
An actionable list can contain up to 50,000 member records. When this limit is reached, the list creator receives a timely update
through an email notification, allowing them to make the required changes.
SEE ALSO:
Salesforce Help: List Builder for Data Cloud Segment (can be outdated or unavailable during release preview)

Bolster security and compliance measures by restricting access to data through data spaces. While creating an actionable list from a
Data Cloud segment, authorized list creators can now easily navigate and select the appropriate segment by specifying a data space.
The page shows segments corresponding to the selected data space.
Where: This change applies to Lightning Experience in clouds where List Builder for Data Cloud Segment is available.
Who: To use this feature, users need the Data Spaces, Industry Sales Excellence, and Segmentation and Activation add-on licenses.
How: On the Actionable Lists list view, click Create new list. Select Data Cloud Segment as the source. Then, enter the name and
description of the list, select a data space, select a segment, specify the publishing schedule, select columns, and then configure the
actionable list member statuses.

List creators can see important information at a glance in the actionable list preview. The preview now shows the default columns of
the object associated with the selected Data Cloud segment.
Who: To use this feature, users need the Industry Sales Excellence and Segmentation and Activation add-on licenses.
How: On the Actionable Lists list view, click Create new list. Select Data Cloud Segment as the source. Then, enter the name and
description of the list, select a data space, select a segment, and specify the publishing schedule.
Stay Informed on Actionable List Limit with Email Notification

An actionable list can contain up to 50,000 member records. When this limit is reached, the list creator receives a timely update through
an email notification, allowing them to make the required changes.
Who: To use this feature, users need the Industry Sales Excellence and Segmentation and Activation add-on licenses.
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Outcome Management
Automatically Calculate and Create Indicator Results

Save your team time, get real-time results, and ensure better data quality with the Calculate Goal Completion Percent for Indicator
Result flow template. Adapt the flow template for your business needs to automatically calculate other indicator results. See the
most recent results that are associated with indicator performance periods with fewer clicks. Add the Calculate Indicator Result
button and the Indicator Results timeline to the Indicator Performance Period Lightning page layout.
Connect Case Management Care Plans to Outcome Management
You can now indicate which care plan goals you expect to drive outcomes, and create increased visibility into your overall strategy
for creating impact and alignment across your organization.
Use Outcome Management with Experience Cloud
Share your outcome strategy on Experience Cloud. Collaborate with grantees and partner organizations, such as setting targets and
collecting results.
New and Changed Objects for Outcome Management
Do more with the new Outcome Management fields.
Automatically Calculate and Create Indicator Results

Save your team time, get real-time results, and ensure better data quality with the Calculate Goal Completion Percent for Indicator Result
flow template. Adapt the flow template for your business needs to automatically calculate other indicator results. See the most recent
results that are associated with indicator performance periods with fewer clicks. Add the Calculate Indicator Result button and the
Indicator Results timeline to the Indicator Performance Period Lightning page layout.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Outcome Management is
enabled.
SEE ALSO:
Salesforce Help: A Flow to Calculate Indicator Results (can be outdated or unavailable during release preview)
Salesforce Help: Automatically Calculate Indicator Results from Data in Your Org (can be outdated or unavailable during release
preview)
Salesforce Help: Optional Customizations (can be outdated or unavailable during release preview)
Connect Case Management Care Plans to Outcome Management

You can now indicate which care plan goals you expect to drive outcomes, and create increased visibility into your overall strategy for
creating impact and alignment across your organization.
enabled.
Use Outcome Management with Experience Cloud

Share your outcome strategy on Experience Cloud. Collaborate with grantees and partner organizations, such as setting targets and
collecting results.
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enabled.
Who: Users with the Outcome Management permission set can manage Outcome Management objects on an Experience Cloud site.
Users with the Outcome Management for Experience Cloud permission set can access Outcome Management objects on an Experience
Cloud site.
SEE ALSO:
Salesforce Help: Outcome Management Experience Cloud Site (can be outdated or unavailable during release preview)
New and Changed Objects for Outcome Management

Do more with the new Outcome Management fields.
Connect Case Management care plans to Outcome Management
Use the new Goal Definition value in the existing Type field and the new GoalDefinition field on the existing
Outcome Activities object.
Automatically calculate and create indicator results
Define which flow to use to calculate results with the new FlowDefinitionApiName field on the existing Indicator
Definition object. See which flow calculated the result in the new CalculationMethod, FlowDefinitionApiName,
FlowVersion, Numerator, and Denominator fields on the existing Indicator Result object.
SEE ALSO:
Salesforce Developer Documentation: Outcome Management Developer Guide (can be outdated or unavailable during release preview)
Scheduled Reminders
Send automated emails to remind users about important occurrences and occasions.
Drive Engagement with Scheduled Reminders

Keep users engaged and ensure that they never miss critical responsibilities or occasions. Send scheduled reminders about occurrences
or actions via emails when specific criteria are met. For example, survey creators can send reminders to recipients who are yet to
respond to surveys. These gentle nudges help drive survey engagement and response rates, which contribute to the success of the
survey initiative.
Do more with the new objects for Scheduled Reminders.
Drive Engagement with Scheduled Reminders

Keep users engaged and ensure that they never miss critical responsibilities or occasions. Send scheduled reminders about occurrences
or actions via emails when specific criteria are met. For example, survey creators can send reminders to recipients who are yet to respond
to surveys. These gentle nudges help drive survey engagement and response rates, which contribute to the success of the survey initiative.
Who: To create scheduled reminders, users need the Manage Scheduled Reminders user permission.
How: From the App Launcher, find and select Reminder Definitions. Click New, and then follow the setup flow to create a reminder.
383

Do more with the new objects for Scheduled Reminders.
Create a reminder
Use the new ReminderDefinition object.
Select the channel to send reminders
Use the new ReminderDefinitionChannel object.
Schedule a reminder
Use the new ScheduledReminder object.
Review the details of a reminder
Use the new ReminderRecord object.
Timeline
Securely Show Engagement Events on Timeline

Enhance security and compliance by restricting the engagement events that contact center agents can see on Timeline. Administrators
can select a data space while configuring Timeline, which shows only the engagement events that are related to the selected data
space.
SEE ALSO:
Salesforce Help: View Events Using Timeline in Salesforce (can be outdated or unavailable during release preview)
Securely Show Engagement Events on Timeline

Enhance security and compliance by restricting the engagement events that contact center agents can see on Timeline. Administrators
can select a data space while configuring Timeline, which shows only the engagement events that are related to the selected data space.
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Salesforce Spring ’24 Release Notes Marketing Cloud
Where: This change applies to Lightning Experience in clouds where Timeline and Data Cloud are available.
Who: To use this feature, users need the Industry Service Excellence and Data Spaces add-on license. Contact center agents must have
access to the selected data space.
How: From Setup, on the Timeline page, click New Timeline, and then select Data Cloud Events. Enter the details of the data space,
related object, and engagement data model object. Then, enter the conditions for showing records on the timeline, define the fields to
show, and then activate the timeline.
Marketing Cloud
Marketing Cloud uses the power of the Salesforce platform and reimagined core objects to offer a curated experience just for marketers.
It’s 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. Check out the
implementation guide to prepare and customize your org for Marketing Cloud.
Marketing Cloud is a new offering from Salesforce. To find release notes for other marketing products, review Marketing Cloud Engagement
on page 390 or Marketing Cloud Account Engagement on page 391.
Kick-Start Campaign Creation with Preset Options

The reimagined campaign object offers options that help you get started faster. Create a campaign that’s preconfigured with draft
content, or co-create one with Einstein. Choose from a single email, email series, or sign-up form, and use the new checklist-style
layout to make sure you’ve got everything taken care of. Each campaign is coupled with a flow to automate content distribution.
Flow Builder offers flexible configuration settings to help you curate and automate the customer experience.
Build Audiences and Track Success with Unified Data
Marketing Cloud is built on Data Cloud so that you can organize data from multiple sources, and then use unified profiles to target
your audience. You can build Data Cloud segments by hand or co-create them with Einstein generative AI.
Market Responsibly with Consent Management Tools
Stay compliant with privacy regulations when using the prebuilt tools and assets in Marketing Cloud. Track consent for marketing
channels and communication subscriptions, such as your weekly newsletter. Built-in preference pages make it easy for subscribers
to update their opt-in status for email and SMS. Plus, import consent data in bulk on the Consent tab.
Generate Campaigns and Segments with Einstein AI
When you aren’t sure how to get started or want a fresh perspective, get some help from Einstein generative AI in Marketing Cloud.
Enter a few details about the purpose and goals of your campaign, and let Einstein generate a campaign brief with KPIs, target
audiences, and recommended content. Einstein AI can also help build relevant segments with available attributes and suggest email
subject lines, preheaders, and body text.
Create Content in a Consistent Editing Experience
Marketing Cloud helps you build and host emails, landing pages, and forms, which are backed by Salesforce CMS. SMS messaging
is available as an add-on. When you create content in these editors, you can expect the same drag-and-drop behavior, preview
functionality, and publishing behavior for all content types. Plus, try out the brand center (beta) to create brands that ensure consistent
styling across content types.
Learn about other features we’re releasing in Spring ’24.
SEE ALSO:
Implementation Guide: Marketing Cloud Setup (can be outdated or unavailable during release preview)
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Salesforce Spring ’24 Release Notes Kick-Start Campaign Creation with Preset Options
Kick-Start Campaign Creation with Preset Options

The reimagined campaign object offers options that help you get started faster. Create a campaign that’s preconfigured with draft
content, or co-create one with Einstein. Choose from a single email, email series, or sign-up form, and use the new checklist-style layout
to make sure you’ve got everything taken care of. Each campaign is coupled with a flow to automate content distribution. Flow Builder
offers flexible configuration settings to help you curate and automate the customer experience.
Where: This feature is available in Lightning Experience for Salesforce Enterprise and Unlimited editions with Marketing Cloud Growth
edition.
How: Access to the campaigns, content, and the necessary flow elements is included in the Marketing Manager permission set. If you
use custom permission sets, review the permissions list to make sure that users can access the correct data, authoring and publishing
functionality, and individual flow element permissions.
Marketers can manage and create campaigns on the Campaigns tab. Select from the available options, configure related settings, and
edit the content.
Campaigns can be as simple or as robust as you need them to be. Edit the flow for your campaign in Flow Builder to add messages,
decision splits, and wait times.
386
Salesforce Spring ’24 Release Notes Build Audiences and Track Success with Unified Data
SEE ALSO:
Salesforce Help: Manage Marketing Efforts with Campaigns (can be outdated or unavailable during release preview)
Build Audiences and Track Success with Unified Data

Marketing Cloud is built on Data Cloud so that you can organize data from multiple sources, and then use unified profiles to target your
audience. You can build Data Cloud segments by hand or co-create them with Einstein generative AI.
edition.
How: A user with Data Cloud admin permissions must install the required data kits and configure the data streams. Find links for package
installation on the Marketing Cloud Getting Started page in Salesforce Setup, and open Data Cloud data streams from the App Launcher.
After setup is complete, marketers can access Data Cloud segments from a campaign or on the Segments tab of the Marketing Cloud
app.
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Salesforce Spring ’24 Release Notes Market Responsibly with Consent Management Tools
SEE ALSO:
Salesforce Help: Preparing Your Marketing Cloud Org (can be outdated or unavailable during release preview)
Salesforce Help: Understanding Segmentation in Marketing Cloud (can be outdated or unavailable during release preview)
Market Responsibly with Consent Management Tools

Stay compliant with privacy regulations when using the prebuilt tools and assets in Marketing Cloud. Track consent for marketing
channels and communication subscriptions, such as your weekly newsletter. Built-in preference pages make it easy for subscribers to
update their opt-in status for email and SMS. Plus, import consent data in bulk on the Consent tab.
edition.
How: Consent management tools are available by default, but require some configuration to support your specific business needs. You
can customize your preference pages and create communication subscriptions on the Consent tab.
To let customers set their own communication preferences, use the default preference pages. Marketing admins can further customize
the preference page in Preference Manager.
From the Consent tab, a marketing admin or marketing manager can add or remove channels from the default subscription, create
subscriptions, and update the preference page for each marketing channel.
SEE ALSO:
Salesforce Help: Ensure Compliance with Consent Settings (can be outdated or unavailable during release preview)
Salesforce Help: Understanding Consent Concepts in Marketing Cloud (can be outdated or unavailable during release preview)
Generate Campaigns and Segments with Einstein AI

When you aren’t sure how to get started or want a fresh perspective, get some help from Einstein generative AI in Marketing Cloud.
Enter a few details about the purpose and goals of your campaign, and let Einstein generate a campaign brief with KPIs, target audiences,
and recommended content. Einstein AI can also help build relevant segments with available attributes and suggest email subject lines,
preheaders, and body text.
edition.
388
Salesforce Spring ’24 Release Notes Create Content in a Consistent Editing Experience
How: In the Einstein for Marketing section in Salesforce Setup, enable Co-Create with Einstein.
To create a campaign with a campaign brief and a draft segment and assets, select the Einstein option when creating the campaign.
Einstein buttons in the email editor provide suggested subject lines, preheaders, and body text. For suggested audience attributes, select
the Einstein option when you create a segment on the Segments tab.
SEE ALSO:
Salesforce Help: Activate Einstein Features in Marketing Cloud (can be outdated or unavailable during release preview)
Salesforce Help: Increase Productivity with AI (can be outdated or unavailable during release preview)

Marketing Cloud helps you build and host emails, landing pages, and forms, which are backed by Salesforce CMS. SMS messaging is
available as an add-on. When you create content in these editors, you can expect the same drag-and-drop behavior, preview functionality,
and publishing behavior for all content types. Plus, try out the brand center (beta) to create brands that ensure consistent styling across
content types.
edition. SMS messages are available with the Salesforce Message Credits - SMS add-on.
How: To let users create or manage content, assign the Marketing Manager permission set and a contributor role in Salesforce CMS.
Marketers can then:
• Edit draft content from a campaign
• Create content from the Content tab
• Create content when you add certain elements to a flow
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Salesforce Spring ’24 Release Notes Other Features in Marketing Cloud
You can also add your brand to emails and landing pages. A marketing admin or marketing manager can create a brand on the Content
tab. During the brand center beta, some brand features aren’t available.
SEE ALSO:
Salesforce Help: Manage Content in Marketing Cloud (can be outdated or unavailable during release preview)

Learn about other features we’re releasing in Spring ’24.
edition.
Why: Here are a few of the other features that you can expect in Marketing Cloud.
• Einstein Send Time Optimization evaluates historical engagement data and predicts an ideal send time for emails sent to individual
recipients. Enable it in the Einstein for Marketing section in Salesforce Setup.
• Einstein Metrics Guard is an AI-powered filter that protects your campaign metrics from bot clicks and opens while preserving
legitimate interaction data. To enable it, head to Salesforce Setup > Unified Messaging > Email > Email Feature Settings.
• Engagement metrics backed by Data Cloud reporting include a collection of dashboards that share insights on emails and SMS
messages. These reports are available by default.
SEE ALSO:
Salesforce Help: Increase Productivity with AI (can be outdated or unavailable during release preview)
Salesforce Help: Measure Success in Marketing Cloud (can be outdated or unavailable during release preview)
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.
To learn about what’s new and changed for Referral Marketing in Spring ’24, review Referral Marketing on page 342.
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Salesforce Spring ’24 Release Notes Marketing Cloud Account Engagement
For more on other features and enhancements in Marketing Cloud Engagement Release Notes.
SEE ALSO:
Marketing Cloud Engagement Overview
Marketing Cloud Engagement: Earlier Release Notes
Salesforce Marketing Cloud Engagement Facebook Page

Generate Content with Einstein in Account Engagement

Safely use generative AI to streamline your content creation process. Quickly create forms, landing pages, email subject lines, and
email body copy with Einstein Assistant for Account Engagement.
Import Account Engagement Email Data into Data Cloud
Personalize your marketing efforts through Data Cloud using your email engagement data. To import data, enable the Account
Engagement connector in Data Cloud and create an email engagement data stream.
Use the Latest Email Editing Experience for Account Engagement
Prepare for updates to the Account Engagement email experience by trying out the new builder. View an email content record in
Salesforce, and then click Edit in Builder. Choose the new email experience or continue using the existing email experience. You
make this selection each time you click Edit in Builder.
Update Your Account Engagement Sending Domains to Prepare for 2024 Email Platform Changes
Gmail and Yahoo announced changes to their spam prevention methods in 2024. Keep emails out of spam filters and stay aligned
to email deliverability best practices by updating your sending domain with a verified DomainKeys Identified Mail (DKIM) record.
Because X (formerly Twitter) has enacted changes to its API terms, the Twitter connector for Account Engagement is no longer
available as of October 31, 2023.
Account Engagement API: New and Changed Items
Access more of your data with new and updated objects for Account Engagement API version 5.
Generate Content with Einstein in Account Engagement

Safely use generative AI to streamline your content creation process. Quickly create forms, landing pages, email subject lines, and email
body copy with Einstein Assistant for Account Engagement.
Where: This feature is available in Account Engagement Advanced and Premium editions and in Lightning Experience in Enterprise,
Unlimited, and Performance editions.
SEE ALSO:
Salesforce Help: Einstein Assistant in Account Engagement (can be outdated or unavailable during release preview)
391
Salesforce Spring ’24 Release Notes Import Account Engagement Email Data into Data Cloud
Import Account Engagement Email Data into Data Cloud

Personalize your marketing efforts through Data Cloud using your email engagement data. To import data, enable the Account Engagement
connector in Data Cloud and create an email engagement data stream.
Where: This change applies to all Account Engagement editions.
SEE ALSO:
Salesforce Help: Marketing Cloud Account Engagement Connector (can be outdated or unavailable during release preview)
Use the Latest Email Editing Experience for Account Engagement

Prepare for updates to the Account Engagement email experience by trying out the new builder. View an email content record in
Salesforce, and then click Edit in Builder. Choose the new email experience or continue using the existing email experience. You make
this selection each time you click Edit in Builder.
When: This feature will be available in the weeks following the Spring ’24 release.
SEE ALSO:
Update Your Account Engagement Sending Domains to Prepare for 2024

Email Platform Changes
Gmail and Yahoo announced changes to their spam prevention methods in 2024. Keep emails out of spam filters and stay aligned to
email deliverability best practices by updating your sending domain with a verified DomainKeys Identified Mail (DKIM) record.
SEE ALSO:
Knowledge Article: Bulk Sender Guidelines for Marketing Cloud Account Engagement to prepare for 2024 email platform changes

Because X (formerly Twitter) has enacted changes to its API terms, the Twitter connector for Account Engagement is no longer available
as of October 31, 2023.
Account Engagement API: New and Changed Items

Access more of your data with new and updated objects for Account Engagement API version 5.
Updated Objects in Version 5

Forms and Form Fields
Create and manage forms and form fields using the API.
392
Salesforce Spring ’24 Release Notes Mobile
Scheduling Fields
The Engagement Studio endpoint now returns the start and stop schedule fields.
Other Changes
Updated Error Reporting with API Version 5 for Flow
Better error reporting to help diagnose issues when copying marketing assets.
Mobile
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.

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).
Mobile Publisher
Update your Android app’s Firebase information to support push notifications. Use the BiometricsService API to require a biometric
ID check for certain features of your app.
Briefcase Builder
Review all rules and filters on a briefcase.
General Mobile Updates
Enter new Google Firebase information to support push notifications on Android mobile connected apps.

the new Mobile Builder (beta).

Our latest round of new and improved Salesforce mobile app features makes it easier to access Salesforce on the go.

Our latest round of new and improved Salesforce mobile app features makes it easier to access Salesforce on the go.
The new Salesforce mobile app is available for all editions, except Database.com, without an additional license. Your org’s Salesforce
edition and licenses, as well as a user’s assigned profile and permission sets, determine the Salesforce data and features that are available
to each user.
Most features become available for the Salesforce mobile app the week of February 12, 2024.
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Salesforce Spring ’24 Release Notes Salesforce Mobile App
Set Up in
Salesforce for Salesforce for
Salesforce App Enhancements and Changes the Full
Android iOS
Site
Browser and Operating System
Salesforce Mobile App Requirements Have Changed
Reports and Dashboards
Save Dashboard Views on Your Mobile Devices
Offline Access
Easily Configure Offline Landing Pages with Mobile Builder (beta)
Offline App Developer Starter Kit Enhancements
Offline App Onboarding Wizard v2 Enhancements
Defined Global Actions Now Primed for Offline Use
Better Error Handling When Quick Actions Haven’t Been Deployed
Setup
Visualize Record Pages on Mobile with the Phone Preview
Use Dynamic Actions on Standard Objects on Mobile
Salesforce Mobile App Requirements Have Changed

Salesforce is revising the requirements for using the Salesforce mobile app for iOS and Android. Learn about the mobile platform
requirements and the devices that we use for feature and performance testing as we continue to improve the Salesforce experience.
Mobile Platform Requirements

To allow for innovation and to keep Salesforce current in the rapidly evolving mobile market, minimum platform requirements are subject
to change at the sole discretion of Salesforce, with or without advance notice.
Operating System and Version Requirements

Android 9.0 or later
iOS 15.0 or later
Mobile Devices Used for Salesforce Testing

Salesforce performs automated and manual testing of the Salesforce mobile app for iOS and Android on a select set of mobile devices.
This is the list of devices for Spring ’24.
Platform Phones Tablets

Android • Pixel 6 / 6 Pro • Samsung Galaxy Tab S6
394
Platform Phones Tablets

• Pixel 7 / 7 Pro • Samsung Galaxy Tab S7
• Samsung Galaxy S20 / S20+ • Samsung Galaxy Tab A (8 inch)
• Samsung Galaxy S10 / S10e / S10+
• Samsung Galaxy Note 10+
• Samsung Galaxy Note 9
• Samsung Galaxy S9
• Samsung Galaxy S21
• Samsung Galaxy S22/22 Ultra
iOS • iPhone 15 / 15 Plus • iPad Pro (10.5 inch - 12.9 inch)

• iPhone 15 Pro / Pro Max • iPad Pro (9.7 inch, 6th generation and
• iPhone 14 Pro / Pro Max later)
• iPhone 14 / 14 Plus • iPad Air 3rd Gen
• iPhone 13 Pro / Pro Max • iPad Mini 5th Gen
• iPhone 13
• iPhone 12 Pro / Pro Max
• iPhone 12
• iPhone 11 Pro / Pro Max
• iPhone 11
• iPhone X
• iPhone 8
• iPhone XR
• iPhone SE
Customers aren’t blocked from using Salesforce on untested devices that meet current platform requirements. Salesforce might not be
able to replicate some issues for customers using Salesforce on untested devices on due to manufacturer-specific customizations.
To allow for innovation and to keep Salesforce current in the rapidly evolving mobile market, the list of Salesforce-tested devices is
subject to change at the sole discretion of Salesforce, with or without advance notice.
Save Dashboard Views on Your Mobile Devices

The new Save View functionality enables you to save dashboard views on your mobile devices, such as a daily performance snapshot.
Before this update, dashboard views could only be created on the desktop. In addition to creating views on your mobile device, you can
easily switch between other saved views associated with the dashboard.
Where: This change applies to Lightning Experience and the Salesforce mobile app for iOS and Android in Professional, Developer,
Enterprise, and Unlimited Editions.
How: Open a CRM Analytics dashboard on your mobile device. Create a dashboard view, such as applying filters or selecting a chart
metric.
395
Easily Configure Offline Landing Pages with Mobile Builder (beta)

The new Mobile Builder for Salesforce Mobile App (beta) enables you to customize the Salesforce mobile app’s offline landing page for
your mobile users without writing a single line of code. You can create custom configurations to show the most important records to
mobile users and allow them to quickly and easily take relevant actions based on their unique mobile use cases.
Where: These changes apply to Salesforce Mobile App Plus for iOS and Android on phone and tablets in all editions, except Database.com.
Who: Mobile Builder (beta) is available in orgs with the Salesforce Mobile App Plus license and to users within that org who have the
Mobile Offline for Salesforce Mobile App Plus user permission.
How: From Setup, in the Quick Find box, enter Mobile Builder, and then select Mobile Builder for Salesforce Mobile App.
Create configurations and assign them to user profiles.
SEE ALSO:
Salesforce Help: Customize with Mobile Builder (can be outdated or unavailable during release preview)
Offline App Onboarding Wizard v2 Enhancements

The Offline App Onboarding Wizard updates help guide you with easy-to-follow prompts to select preconfigured landing page templates,
and to generate sObject LWC quick actions.
Where: This change applies to the Salesforce Mobile App Plus for iOS and Android on phone and tablets in all editions, except
Database.com.
Who: Mobile Offline is available in orgs with the Salesforce Mobile App Plus license and to users within that org who have the
OfflineForMobilePlus user permission.
How: Download the Salesforce Offline App Onboarding Wizard Visual Studio Code Extension. Alternatively, if you’re in Visual Studio
Code, go to the Extensions (Shift-Command-X on Mac) and search for the Salesforce Offline Starter Kit Wizard and click Install.
You can use the Onboarding Wizard to select a preconfigured landing page template. Each landing page template has specific objects
and quick actions. Based on the sObjects that are configured in your landing page template selection, the Onboarding Wizard can help
generate any missing LWC quick actions.
SEE ALSO:
GitHub: Offline App Developer Starter Kit
Mobile and Offline Developer Guide: Customize the Offline Experience for the Salesforce Mobile App (can be outdated or unavailable
Salesforce Help: Customize The Landing Page (can be outdated or unavailable during release preview)
Offline App Developer Starter Kit Enhancements

The Offline App Developer Starter Kit updates contain predefined Lightning web component (LWC) code samples to help configure
your offline app.
396
Database.com.
How: Each predefined LWC code sample in the Offline App Developer Starter Kit contains a Markdown (.md) file in the docs folder that
describes how to configure the code sample for your use case.
• Offline Lookups
• Related Records
• Barcode Scanner
• Custom Object
SEE ALSO:
GitHub: Offline App Developer Starter Kit
Mobile Offline Developer Guide: Customize the Offline Experience for the Salesforce Mobile App
Defined Global Actions Now Primed for Offline Use

Global actions that are defined in the Actions card on the landing page are now primed and available for use offline.
Database.com.
SEE ALSO:
Salesforce Help: Customize the Landing Page (can be outdated or unavailable during release preview)
Better Error Handling When Quick Actions Haven’t Been Deployed

Helpful error messaging appears when quick actions haven’t been deployed for objects that are configured in the briefcase.
Database.com.
SEE ALSO:
Salesforce Help: Get Started With Mobile Offline (can be outdated or unavailable during release preview)
Visualize Record Pages on Mobile with the Phone Preview

When you create record pages in Lightning App Builder, use the Phone preview option to see how they appear on mobile devices. The
mobile preview also shows you if any components aren’t available on mobile devices.
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Salesforce Spring ’24 Release Notes Mobile Publisher
Use Dynamic Actions on Standard Objects on Mobile

Dynamic actions on mobile are no longer limited to custom objects. Use dynamic actions on standard objects on mobile devices. We
SEE ALSO:
IdeaExchange Delivered: Use Dynamic Actions with Standard Objects on Mobile
Mobile Publisher
Update your Android app’s Firebase information to support push notifications. Use the BiometricsService API to require a biometric ID
check for certain features of your app.

Because of a change in how Google handles push notifications for Android apps, Mobile Publisher requires new information from
your app’s Google Firebase project. To make sure that there’s no disruption to your Android app’s push notifications, upload your
app’s Firebase Admin SDK private key and Firebase config file to Setup for Mobile Publisher.
Develop a Lightning web component with the BiometricsService API (Nimbus plugin) to prompt your app users to confirm their
identity using a device’s biometrics functionality. Your custom Lightning web component can prompt a biometric ID check as an
added layer of protection, tailored to your app’s requirements.
Set the Default Method for How Your Mobile Publisher for Experience Cloud App Opens URLs (Beta)
Configure your app to open these links in an in-app web view, an in-app browser, an external browser, or an in-app browser that
shares cookies with your app’s web view. For any exceptions, you can specify certain URLs to open using a method other than the
default method that you select. Previously, the default method for opening URLs was a pilot feature that was enabled upon request.
The default method for opening URLs is now a beta feature that’s available in Setup for Mobile Publisher.

Because of a change in how Google handles push notifications for Android apps, Mobile Publisher requires new information from your
app’s Google Firebase project. To make sure that there’s no disruption to your Android app’s push notifications, upload your app’s
Firebase Admin SDK private key and Firebase config file to Setup for Mobile Publisher.
Where: This change applies to Mobile Publisher Android apps in all app versions. Setup for Mobile Publisher is available in Lightning
Experience in Enterprise, Performance, and Unlimited editions.
How: Get the required information and files from your Firebase project in the Google Firebase Console. Then submit the information to
your app’s Setup for Mobile Publisher project.
SEE ALSO:
Salesforce Help: Register Your Firebase App to Enable Mobile Publisher Android Push Notifications (can be outdated or unavailable
Firebase FAQ: FCM features deprecated in June 2023
398
Salesforce Spring ’24 Release Notes Briefcase Builder
Develop a Lightning web component with the BiometricsService API (Nimbus plugin) to prompt your app users to confirm their identity
using a device’s biometrics functionality. Your custom Lightning web component can prompt a biometric ID check as an added layer
of protection, tailored to your app’s requirements.
Note: The biometric ID check is local to the device and validates the identity of the user, but the biometric ID check doesn’t
authenticate the user to the service.
Building biometrics-based functionality using the BiometricsService API only works in the mobile app, not the web version on
mobile or desktop.
Where: This feature is available in Mobile Publisher for Experience Cloud apps in Android and iOS app versions 12.0 and later.
How: Develop a Lightning web component that uses the BiometricsService API according to your app’s scenarios for biometric ID checks.
Then use Experience Builder to add the component to the applicable pages on your Experience Cloud site.
SEE ALSO:
Salesforce Help: Identify a User with a Mobile Device’s Biometrics Capabilities (can be outdated or unavailable during release preview)
Mobile and Offline Developer Guide: Use Mobile Device Features in Mobile Apps (can be outdated or unavailable during release
preview)
Mobile and Offline Developer Guide: Access a Mobile Device’s Biometrics Capabilities (can be outdated or unavailable during release
preview)
Set the Default Method for How Your Mobile Publisher for Experience Cloud App
Opens URLs (Beta)
Configure your app to open these links in an in-app web view, an in-app browser, an external browser, or an in-app browser that shares
cookies with your app’s web view. For any exceptions, you can specify certain URLs to open using a method other than the default
method that you select. Previously, the default method for opening URLs was a pilot feature that was enabled upon request. The default
method for opening URLs is now a beta feature that’s available in Setup for Mobile Publisher.
Where: This change applies to apps created with Mobile Publisher for your Experience Cloud Aura and LWR sites in Enterprise, Performance,
Unlimited, and Developer editions. Setup for Mobile Publisher is available in Lightning Experience in Enterprise, Performance, and
Unlimited editions.
How: In your app’s Setup for Mobile Publisher project, configure the settings in the URL Management section.
SEE ALSO:
Salesforce Help: Manage How URLs Open from Your App (can be outdated or unavailable during release preview)
Salesforce Help: Test How URLs Open in the Playground Publisher App (can be outdated or unavailable during release preview)
Briefcase Builder
Review all rules and filters on a briefcase.

You can now expand or collapse all rules when you view the details of a briefcase in Briefcase Builder. The Expand All and Collapse
All buttons are available on the Data Sets and Run As User tabs of a briefcase’s details.
399
Salesforce Spring ’24 Release Notes General Mobile Updates

You can now expand or collapse all rules when you view the details of a briefcase in Briefcase Builder. The Expand All and Collapse All
buttons are available on the Data Sets and Run As User tabs of a briefcase’s details.
Where: This change applies to Lightning Experience desktop and in Salesforce with Field Service (SFS) enabled. Briefcase Builder supports
the Salesforce Field Service mobile app for iOS and Android and Salesforce Mobile App Plus.
How: From Setup, in the Quick Find box, enter Briefcase Builder, and then select Briefcase Builder. Click on a briefcase to
view its details. Then click the Data Sets tab or Run As User tab to expand or collapse all rules.
SEE ALSO:
Salesforce Help: Validate Briefcase Settings (can be outdated or unavailable during release preview)
General Mobile Updates

Enter new Google Firebase information to support push notifications on Android mobile connected apps.
Update Your Android Mobile Connected App’s Information for Push Notifications
Because of a change in how Google handles push notifications for apps, Android mobile connected apps now collect the Admin
SDK private key and project ID from a Google Firebase project. To make sure that there’s no disruption to the delivery of your app’s
notifications, submit the Firebase Admin SDK private key and project ID required for the new Firebase Cloud Messaging API (HTTP
v1).
Because of a change in how Google handles push notifications for apps, Android mobile connected apps now collect the Admin SDK
private key and project ID from a Google Firebase project. To make sure that there’s no disruption to the delivery of your app’s notifications,
submit the Firebase Admin SDK private key and project ID required for the new Firebase Cloud Messaging API (HTTP v1).
Where: This change applies to mobile connected apps with Android push notifications. Connected apps can be created in Group,
Professional, Enterprise, Essentials, Performance, Unlimited, and Developer editions.
How: Get the required information from your Firebase project in the Google Firebase Console. Then, submit the information to your
mobile connected app’s settings in App Manager.
SEE ALSO:
Salesforce Help: Configure Android Push Notifications (can be outdated or unavailable during release preview)
400
Salesforce Spring ’24 Release Notes OmniStudio
OmniStudio
Automatic Upgrades for Managed Packages

Starting in Spring ’24, we added the OmniStudio managed package to the automatic upgrade process. This process aligns with the
Salesforce seasonal release cycle, where new features are delivered three times a year (Summer, Winter, and Spring). With automatic
upgrades, you also get early access to upcoming releases in your sandbox preview environment.
When a designer publishes a FlexCard, they now have more options for where and how the FlexCard is displayed. For example, a
FlexCard can publish to the Lightning App Builder, the Experience Builder, or the Salesforce mobile app.
Wish you could see how your OmniStudio components are used? OmniAnalytics gives data to your designers about how people
interact with your OmniScripts and FlexCards. Your designers can pull the data into Salesforce reports or into third-party tools, such
as Google Analytics.
Migrate All Versions of OmniStudio Components
When migrating from OmniStudio for Vlocity to OmniStudio Standard, you can now migrate all versions of an OmniStudio component,
not just the active version. In the OmniStudio Migration Tool, you can migrate older versions of components as well as versions in
progress.
Save Time Activating Components After You Change Runtimes
When you change from the managed package runtime to the standard runtime, all active OmniStudio components remain active.
Previously, if you switched to the Standard Runtime, some FlexCards, OmniScripts, DataRaptors, and Integration Procedures were
deactivated.
For integration with services such as DocuSign, send on behalf of others (SOBO) allows one user to send documents for other users
in an organization. This feature simplifies authentications: One authenticated user instead of many.
With OmniOut, your OmniScripts and FlexCards can run on iOS and Android devices. For Winter ‘24, most OmniScript settings and
actions work on OmniOut for both mobile platforms. But some settings and actions aren’t supported currently, such as toast messages,
opening record pages and Experience site logins, and email with a link.
Find out about bug fixes, minor updates, and known issues about OmniStudio made after Spring ’24 and before Summer ’24.
Automatic Upgrades for Managed Packages

Starting in Spring ’24, we added the OmniStudio managed package to the automatic upgrade process. This process aligns with the
Salesforce seasonal release cycle, where new features are delivered three times a year (Summer, Winter, and Spring). With automatic
upgrades, you also get early access to upcoming releases in your sandbox preview environment.
Where: Automatic upgrades are required starting in Spring ’24.
Who: All OmniStudio managed packages.
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Salesforce Spring ’24 Release Notes Display FlexCards with More Options
Why: Automatic upgrades keep your sandboxes and production environments current with the latest features, let you test customizations
and new features in your sandboxes, and provide regular patch updates with performance, stability, and security improvements.
If you’re looking for installation links for previous versions, contact your support team for help.

When a designer publishes a FlexCard, they now have more options for where and how the FlexCard is displayed. For example, a FlexCard
can publish to the Lightning App Builder, the Experience Builder, or the Salesforce mobile app.
Where: Lightning Experience, Experience Cloud sites, and all versions of Enterprise, Performance, and Unlimited editions where OmniStudio
is enabled.
Who: OmniStudio customers who use the standard runtime: In Setup in OmniStudio Settings, the Managed Package Runtime setting
is disabled.
How: The Editor tab in the Publish Options window is available by default. For a list of the metadata options, see XML Configuration File
Elements.

Wish you could see how your OmniStudio components are used? OmniAnalytics gives data to your designers about how people interact
with your OmniScripts and FlexCards. Your designers can pull the data into Salesforce reports or into third-party tools, such as Google
Analytics.
is enabled.
is disabled.
How: Give user profiles OmniAnalytics access, and complete the configuration tasks for OmniAnalytics, including selecting the components
to collect data for.
The Tracking Service isn’t available in Spring ’24.
If you’re new to OmniStudio with the Managed Package Runtime setting disabled, you can use OmniAnalytics. If you’re using OmniAnalytics
with the Managed Package Runtime setting enabled, stay tuned for future updates and continue to use OmniAnalytics in the managed
package runtime
Migrate All Versions of OmniStudio Components

When migrating from OmniStudio for Vlocity to OmniStudio Standard, you can now migrate all versions of an OmniStudio component,
not just the active version. In the OmniStudio Migration Tool, you can migrate older versions of components as well as versions in
progress.
is enabled.
Who: OmniStudio customers who migrate data from the custom metadata to the metadata runtime: In Setup in OmniStudio Settings,
the Managed Package Runtime setting is enabled.
How: The -allVersions option is available by default for the OmniStudio Migration Tool. To migrate only the active versions,
exclude this option.
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Salesforce Spring ’24 Release Notes Save Time Activating Components After You Change Runtimes
Save Time Activating Components After You Change Runtimes

When you change from the managed package runtime to the standard runtime, all active OmniStudio components remain active.
Previously, if you switched to the Standard Runtime, some FlexCards, OmniScripts, DataRaptors, and Integration Procedures were
deactivated.
is enabled.
is enabled.
Why: If you’re using OmniStudio in the managed package runtime, you might have OmniStudio components used in a production org.
You need to limit the impact of changing to the standard runtime and ensure as little downtime as possible.

For integration with services such as DocuSign, send on behalf of others (SOBO) allows one user to send documents for other users in
an organization. This feature simplifies authentications: One authenticated user instead of many.
is enabled.
is disabled.
How: To send on behalf of others is available, set up an OAuth 2.0 Named Credential to connect to DocuSign. You then select a user
who can send on behalf of other and the other users.

With OmniOut, your OmniScripts and FlexCards can run on iOS and Android devices. For Winter ‘24, most OmniScript settings and actions
work on OmniOut for both mobile platforms. But some settings and actions aren’t supported currently, such as toast messages, opening
record pages and Experience site logins, and email with a link.
is enabled.
Who: OmniStudio customers who migrate data from the custom metadata to the metadata runtime: In Setup in OmniStudio Settings,
the Managed Package Runtime setting is disabled.
How: You must install OmniOut, integrate it with your application, and deploy your application.

Find out about bug fixes, minor updates, and known issues about OmniStudio made after Spring ’24 and before Summer ’24.
403
Salesforce Spring ’24 Release Notes Sales
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 and answer questions about sales calls. 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.

Let Einstein generative AI draft sales emails from a sales rep’s inbox and include related information. Connect to Google using a
Google Workspace Marketplace app and troubleshoot Einstein Activity Capture with more metrics and ways to resolve users’ issues.
Ask anything about your sales calls with Call Explorer! Using generative AI, Call Explorer answers questions about competitor mentions,
coaching opportunities, and more directly from voice and video call records. Another Einstein feature, Call Summaries, is supported
in more languages. We expanded our compatible video providers to include Microsoft Teams and Google Meet, and have full support
for a few voice providers. You can quickly see license and account usage from the new Status and Usage page. And we expanded
the ability for reps to assign the participants on a call.
Sales Fundamentals
See a detailed overview of metrics, goals, suggestions, tasks, and activities in Seller Home. Plan for meetings with customers and
prospects based on geographic locations directly on a map using Salesforce Maps Lite. See account activity, scan opportunity metrics,
review cases, and log activities, all in one place in the Account Intelligence view. See which leads and contacts are engaging and
view insights on the Lead and Contact Intelligence Views.
Sales Engagement
Build responsive cadences in less time with less complexity with Cadence Builder 2.0.
Try the updated Revenue Insights setup for a more intuitive experience, a simplified workflow, and more robust error messages. You
can now go to one place to manage your apps and all the tasks associated with your apps. Dive into the details of your pipeline
using Stage Conversion analysis.
Pipeline Inspection
Enjoy a more responsive Pipeline Inspection UI. Add filter logic to create more targeted lists of deals. The record limit is increased to
2,000 for all metrics, views, and charts in Pipeline Inspection.
Group forecasts into segments that make sense for your business. Easily evaluate adjusted forecasts with adjustment values in
separate columns on the forecasts page. Quickly access different forecast views using tabs. And gain more insight into forecasts with
forecast chart enhancements and added custom report types.
Deliver enablement programs focused on improving revenue outcomes, driving business growth, and growing a community of
engaged and inspired users. Bring curated resources related to your products, services, and processes to users where they work.
Elevate business-critical job performance, develop in-demand skills, and provide timely, contextual onboarding, training, and coaching.
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Salesforce Spring ’24 Release Notes Sales Cloud Einstein

Help your channel business thrive with Partner Relationship Management (PRM). Channel managers work with confidence from the
Channel Management Console, a dedicated app that acts as a command center for your indirect sales. Build loyal partners with
streamlined onboarding and training using Partner Enablement and In-App Guidance. Plus, partners can engage their prospects
quickly by drafting emails from their Experience Cloud sites with the power of Einstein generative AI. Partners also get deeper insight
into their contacts, leads, and opportunities with access to Contact Intelligence View, Lead Intelligence View, and more Pipeline
Inspection features.
Plan your sales with participation and accountability from stakeholders for their areas of responsibility. Optimize boundary assignments
using a variety of methods, and experience an easier planning routine—all in Sales Planning. And preview the new Salesforce Maps
framework, which delivers dramatically improved plotting times for high-volume data such as ArcGIS Online layers and complex
shape layers.
See a new view of suggested time slots for meetings. Learn about upcoming product retirements.
As sales reps search for prospects on the internet, the Sales Cloud Everywhere Chrome extension keeps up with their web investigations.
Reps can update prospect and customer info and create records. They can use the grid-like view of their data in Workspace to manage
deals. They can create their own Workspace tabs to customize the data they see. In the To Do list, sorting options, additional filters,
and enhanced search functionality ensure a rep is focused on their most important tasks.
Salesforce Meetings
Use Salesforce Meetings to enhance your interactions with prospects and customers. Ensure everyone is aligned before a meeting
starts by seeing valuable meeting information with the Meeting Digest.
Learn about other changes we’ve made for Spring ’24.

Let Einstein generative AI draft sales emails from a sales rep’s inbox and include related information. Connect to Google using a Google
Workspace Marketplace app and troubleshoot Einstein Activity Capture with more metrics and ways to resolve users’ issues.
Draft Personalized Sales Emails with Einstein

Sales Emails empowers busy sales reps to move quickly and expand deals through personalized and informed email content that
buyers love. Einstein uses your sales data to generate personalized emails for contacts and leads, a method known as grounding.
Sales reps can draft common emails, like a follow-up or a meeting invitation, by choosing an email type. Email types can include
product information or related objects. Reps can use preset email types and custom email types created by their admins.
Use a Google Workspace Marketplace app to connect Salesforce to Google. Solve users’ connectivity issues by resyncing and
reconnecting users in Einstein Activity Capture Status & Metrics. And automate your business processes based on insights from
emails, phone calls, and meeting recordings.
SEE ALSO:
Einstein Features
405
Draft Personalized Sales Emails with Einstein

Sales Emails empowers busy sales reps to move quickly and expand deals through personalized and informed email content that buyers
love. Einstein uses your sales data to generate personalized emails for contacts and leads, a method known as grounding. Sales reps can
draft common emails, like a follow-up or a meeting invitation, by choosing an email type. Email types can include product information
or related objects. Reps can use preset email types and custom email types created by their admins.
Where: This feature is available in Lightning Experience in Performance and Unlimited editions. Einstein generative AI is available in
Lightning Experience.
To purchase Einstein for Sales, contact your Salesforce account executive.
Who: To use Sales Emails, users need the Einstein Sales Emails permission set. To let reps access the feature in Gmail or Outlook, set up
the Gmail or Outlook integration.
Why: Generative AI and large language models (LLMs) are the current talk of the town. But you need assurances that AI output is
trustworthy and accurate. You can rely on Salesforce to uphold our #1 value, trust, and treat your data with care and security at the
forefront.
How: In Lightning Experience, Einstein Sales Emails is built directly into the email composer. In Salesforce Outlook or Gmail integrations,
users can see Einstein generative AI in the email application pane.
Start creating an email. Click Draft with Einstein and choose an email type from the list (1). Review and edit the email, and then send
it (2).
If the email type can use product information, a selection window appears. Select or search for an existing product, or leave this information
empty, and click Continue.
406
Review and edit the email, and then send it.

After selecting an email type that calls for an object’s record, users select the record. For example, if an email type requires an opportunity,
users choose an opportunity record.
Review and edit the email, and then send it.
SEE ALSO:
Salesforce Help: Draft a Sales Email with Einstein Generative AI (can be outdated or unavailable during release preview)
Prompt Builder Pilot Guide PDF

Use a Google Workspace Marketplace app to connect Salesforce to Google. Solve users’ connectivity issues by resyncing and reconnecting
users in Einstein Activity Capture Status & Metrics. And automate your business processes based on insights from emails, phone calls,
and meeting recordings.
407
Connect Google to Salesforce with a Google Workspace Marketplace App

When setting up Einstein Activity Capture, you can now connect to Salesforce with the new Einstein Activity Capture app on Google
Workspace Marketplace. This authentication method provides controlled access to your Google servers while letting you manage
users directly in the Google Workspace Marketplace app.
Resolve User Connection and Synchronization Issues Quickly to Improve Performance
When you check user health status in Einstein Activity Capture Status & Metrics, you can now reconnect users’ connections and
resync data. Also, to help you troubleshoot issues, you get a complete picture of the user’s configuration settings. New event
synchronization reports, connection graphs, and initial sync data illustrate users’ connection and sync times to help you improve
performance.
Get In-App and Email Notifications When Users’ Connections Are in Trouble
Reduce your support queue and increase user satisfaction by staying aware of connection issues. As a Salesforce admin, you can
now receive notifications in the app and by email when your users’ Einstein Activity Capture connections have a status of Disabled
or Needs Attention.
You can now automate your business processes and record management by triggering flows from insight data from Einstein Activity
Capture and Einstein Conversation Insights. For example, if a competitor’s product name is mentioned in an email insight, you can
trigger a flow to update the related opportunity and create a task for the sales rep automatically. Previously, you couldn’t access
insight data in flows.
Connect Google to Salesforce with a Google Workspace Marketplace App

When setting up Einstein Activity Capture, you can now connect to Salesforce with the new Einstein Activity Capture app on Google
Workspace Marketplace. This authentication method provides controlled access to your Google servers while letting you manage users
directly in the Google Workspace Marketplace app.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, and Unlimited editions.
Who: To access this authentication method, you must have global administrator access to your company’s Google account.
How: If you’re setting up Einstein Activity Capture for the first time, select Google Workspace Marketplace App as your authentication
method.
408
If you’ve set up Einstein Activity Capture and want to change your authentication method, reset Einstein Activity Capture. After the reset
process is complete, set up Einstein Activity Capture again and select Google Workspace Marketplace App as the authentication
method.
SEE ALSO:
Salesforce Help: Connect to Einstein Activity Capture with a Google Workspace Marketplace App (can be outdated or unavailable
Resolve User Connection and Synchronization Issues Quickly to Improve Performance

When you check user health status in Einstein Activity Capture Status & Metrics, you can now reconnect users’ connections and resync
data. Also, to help you troubleshoot issues, you get a complete picture of the user’s configuration settings. New event synchronization
reports, connection graphs, and initial sync data illustrate users’ connection and sync times to help you improve performance.
How: From Setup, in the Quick Find box, enter Einstein Activity Capture, and then select Status & Metrics. On the User
Status tab, select Check User Health Status from the dropdown list.
SEE ALSO:
Salesforce Help: Check Connection Status and Metrics for Einstein Activity Capture Users (can be outdated or unavailable during
release preview)
Get In-App and Email Notifications When Users’ Connections Are in Trouble
Reduce your support queue and increase user satisfaction by staying aware of connection issues. As a Salesforce admin, you can now
receive notifications in the app and by email when your users’ Einstein Activity Capture connections have a status of Disabled or Needs
Attention.
How: To check your notification settings, go to the Connection Status Notifications section of Einstein Activity Capture Settings in Setup.
Set a threshold to get notified when a percentage of connected accounts has the status of Disabled or Needs Attention.
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Salesforce Spring ’24 Release Notes Einstein Conversation Insights
SEE ALSO:
Salesforce Help: Check Connection Status and Metrics for Einstein Activity Capture Users (can be outdated or unavailable during
release preview)

You can now automate your business processes and record management by triggering flows from insight data from Einstein Activity
Capture and Einstein Conversation Insights. For example, if a competitor’s product name is mentioned in an email insight, you can trigger
a flow to update the related opportunity and create a task for the sales rep automatically. Previously, you couldn’t access insight data in
flows.
Where: This change applies to Lightning Experience in Unlimited Edition. Available in Professional and Enterprise editions with one of
these add-on licenses: Sales Cloud Einstein, Sales Engagement, or Revenue Intelligence.
Who: This feature is available to users who have Activity 360 Reporting enabled. Triggering actions from insights also requires that
Einstein Activity Capture or Einstein Conversation Insights is enabled.
How: In Flow Builder, create a flow based on a platform event, such as ConversationInsightEvent. Then, specify the criteria you want to
use to trigger an action, such as creating a task. For example, InsightTypeName=competitor or
InsightKeywords=Hubspot.
SEE ALSO:
Salesforce Help: Reporting on Logged and Captured Activities From Einstein Activity Capture (can be outdated or unavailable during
release preview)

Ask anything about your sales calls with Call Explorer! Using generative AI, Call Explorer answers questions about competitor mentions,
coaching opportunities, and more directly from voice and video call records. Another Einstein feature, Call Summaries, is supported in
more languages. We expanded our compatible video providers to include Microsoft Teams and Google Meet, and have full support for
a few voice providers. You can quickly see license and account usage from the new Status and Usage page. And we expanded the ability
for reps to assign the participants on a call.
Einstein Conversation Insights doesn’t record your calls. You connect it with your recording system such as Sales Dialer, Service Cloud
Voice, or other supported partners. It’s a customer’s responsibility to manage consent and comply with local privacy requirements in
the way that calls are recorded.
Ask Call Questions with Call Explorer Powered by Einstein

Harness the power of generative AI to get answers to anything you want to know about a sales call. Einstein Conversation Insights
users can ask questions directly from voice and video call records. Powered by Einstein, the new Call Explorer allows users to quickly
gather information about a call, such as product mentions, deal risk, or outstanding customer questions.
See Call Summaries in Languages Other than English
Use Einstein-powered Call Summaries in other languages. Einstein Conversation Insights users can now create and edit summaries
for voice and video calls in languages other than English.
410
Use Einstein Conversation Insights with Microsoft Teams and Google Meet
Einstein Conversation Insights supports Microsoft Teams and Google Meet as video providers! Your sales teams using Microsoft
Teams and Google Meet can connect their accounts to Salesforce to get transcripts, insights, and action items for their video meetings.
Users can play recordings of conversations, jump to key mentions, and potentially access features powered by generative AI to
supercharge their sales process.
See the License Usage and User Status for Einstein Conversation Insights
See metrics about Einstein Conversation Insights (ECI) licenses and connected video accounts. You can download CSV files of users
based on video account status or see the status of ECI users with connected video accounts.
Add Call Participants to Call Records with Ease
It’s important to know who’s on a call, who’s speaking, and what the call is related to. Your sales teams can edit the listed participants
on a call to refer to a specific Salesforce record.
Access Full Support for More Voice Providers
Einstein Conversation Insights has full support for Dialpad, RingCentral, Aircall, and Amazon Connect. Your sales and service teams
using these providers can get transcripts, insights, and action items for their customer conversations. Visit AppExchange to add the
new providers.
Get 10 Einstein Conversation Insights Licenses with Enterprise Edition
Give your sales teams using Enterprise Edition insights about their customer calls and surface coachable moments. If you’re using
Sales Cloud Enterprise Edition, you can access 10 Einstein Conversation Insights licenses. Play recordings of conversations to gain
visibility into mentions of competitors, products, custom keywords, pricing discussions, and next steps.
We improved the error handling for Einstein Conversation Insights (ECI) processing states. See more detailed information about an
issue, such as whether a call was too short to process or a user didn’t have access to ECI at the time a call was made.
SEE ALSO:
Einstein Features
Ask Call Questions with Call Explorer Powered by Einstein

Harness the power of generative AI to get answers to anything you want to know about a sales call. Einstein Conversation Insights users
can ask questions directly from voice and video call records. Powered by Einstein, the new Call Explorer allows users to quickly gather
information about a call, such as product mentions, deal risk, or outstanding customer questions.
Where: This feature requires Einstein Conversation Insights and Einstein for Sales, and is available in Lightning Experience in Performance
and Unlimited editions. Einstein generative AI is available in Lightning Experience.
Who: This feature is available to users with the Einstein Sales Call Explorer permission set and access to a voice or video call record.
Why: To bring up Call Explorer, use the Explore Conversation button.
411
Enter questions related to the call, and Einstein provides an answer.

The Call Explorer delivers one answer per query. You can toggle between different questions you’ve asked with the arrow buttons.
How: Turn on the feature from the Einstein for Sales page in Setup.
See Call Summaries in Languages Other than English

Use Einstein-powered Call Summaries in other languages. Einstein Conversation Insights users can now create and edit summaries for
voice and video calls in languages other than English.
Where: This feature requires Einstein Conversation Insights and Einstein for Sales, and is available in Lightning Experience in Performance
and Unlimited editions. Einstein generative AI is available in Lightning Experience.
Who: This feature is available to users with the Einstein Sales Call Summaries permission set and access to a voice or video call record.
Users without the permission set can see and copy summary data if they have access to the record, but they can’t create or edit call
summaries.
Why: These languages are currently supported:
• English
• French
• German
• Italian
• Japanese
• Spanish
412
Call summaries are limited to calls that include a transcript. Sometimes summaries not generated for lengthy calls.
How: Einstein Conversation Insights automatically determines the language used in call recordings.
For information about setting up Call Summaries, see Salesforce Help.
SEE ALSO:
Salesforce Help: Add Call Summaries to Voice Calls, Video Calls, and Related Records (can be outdated or unavailable during release
preview)
Use Einstein Conversation Insights with Microsoft Teams and Google Meet
Einstein Conversation Insights supports Microsoft Teams and Google Meet as video providers! Your sales teams using Microsoft Teams
and Google Meet can connect their accounts to Salesforce to get transcripts, insights, and action items for their video meetings. Users
can play recordings of conversations, jump to key mentions, and potentially access features powered by generative AI to supercharge
their sales process.
Where: This change applies to Einstein Conversation Insights in Lightning Experience. Einstein Conversation Insights is available in
Performance and Unlimited editions, and as an add-on in Enterprise Edition.
How: To enable video provider integration, from Setup, go to General Settings under Einstein Conversation Insights. In the Video
Recording Provider section, click Set Up next to Microsoft Teams or Google Meet. For more information, see Connect Video Recording
Providers in Salesforce Help.
Note: After Microsoft Teams or Google Meet is enabled, Einstein Conversation Insights users see a banner noting that the video
provider is supported and a link to Personal Setting. Users must connect their accounts to use Microsoft Teams or Google Meet
with Einstein Conversation Insights.
Microsoft Teams support is limited for considerably large orgs in the first month of Spring ’24.
See the License Usage and User Status for Einstein Conversation Insights
See metrics about Einstein Conversation Insights (ECI) licenses and connected video accounts. You can download CSV files of users based
on video account status or see the status of ECI users with connected video accounts.
413
Performance and Unlimited editions and as an add-on in Enterprise Edition.
Why: The Connection Status tab shows ECI license usage and video connector status.
The ECI License Usage section shows the number of assigned ECI licenses compared to the total licenses available.
The Video Connector Status section shows the number of active users, inactive users, and users who need attention. Active users have
at least one connected video account and none in an error state. Inactive users have all video accounts either disconnected or turned
off. Users with video accounts in an error state are categorized as Needs Attention.
The User Status tab shows the status of ECI users with connected video accounts, including whether the video account is connected
(Active), not yet connected or turned off (Inactive), or the connection is in an error state (Needs Attention). Search by username or filter
users by account type or connection status. To make sure calls are processed, check that the email addresses for the user and video
account match.
How: Access the metrics from the Status and Usage page under Einstein Conversation Insights in Setup.
Add Call Participants to Call Records with Ease

It’s important to know who’s on a call, who’s speaking, and what the call is related to. Your sales teams can edit the listed participants
on a call to refer to a specific Salesforce record.
Why: Users can edit the participants listed on a voice or video call by clicking the edit icon and relating speakers to a user, lead, or contact.
They can also update individual speakers to assign a participant to a specific speaker track.
How: Make sure the Related Record Matching feature is enabled in Setup. The setting is found on the General Settings page under
Einstein Conversation Insights.
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Salesforce Spring ’24 Release Notes Sales Fundamentals
Access Full Support for More Voice Providers

Einstein Conversation Insights has full support for Dialpad, RingCentral, Aircall, and Amazon Connect. Your sales and service teams using
these providers can get transcripts, insights, and action items for their customer conversations. Visit AppExchange to add the new
providers.
How: Visit AppExchange to enable the new voice providers with Einstein Conversation Insights.
Get 10 Einstein Conversation Insights Licenses with Enterprise Edition

Give your sales teams using Enterprise Edition insights about their customer calls and surface coachable moments. If you’re using Sales
Cloud Enterprise Edition, you can access 10 Einstein Conversation Insights licenses. Play recordings of conversations to gain visibility into
mentions of competitors, products, custom keywords, pricing discussions, and next steps.
Where: Einstein Conversation Insights is available in Performance and Unlimited editions, and as an add-on in Enterprise Edition.
How: Find the new licenses under Permission Sets in Setup. For more information about Einstein Conversation Insights features and
setup, see Set Up Einstein Conversation Insights in Salesforce Help.

We improved the error handling for Einstein Conversation Insights (ECI) processing states. See more detailed information about an issue,
such as whether a call was too short to process or a user didn’t have access to ECI at the time a call was made.
Sales Fundamentals
See a detailed overview of metrics, goals, suggestions, tasks, and activities in Seller Home. Plan for meetings with customers and prospects
based on geographic locations directly on a map using Salesforce Maps Lite. See account activity, scan opportunity metrics, review cases,
and log activities, all in one place in the Account Intelligence view. See which leads and contacts are engaging and view insights on the
Lead and Contact Intelligence Views.

Now Sales team members can start their day with a complete view of their business. Seller Home shows users an overview of their
opportunities, accounts, leads, and contacts, along with their day’s agenda. Seller Home also lets users set goals and track progress
and view their to-do items, recent records, and contact suggestions from Einstein.
Visualize Customers and Prospects on a Map
Keep reps focused on meeting and exceeding sales targets as they plan for in-person and virtual visits with accounts, contacts, and
leads in key geographic areas with Salesforce Maps Lite. Identifying customers and prospects on a map helps your reps better plan
their routes with fewer miles and set up appointments with fewer gaps in their schedules.
Leads
See which leads are engaging and view insights on the Lead Intelligence View.
Accounts
See account activity, scan opportunity metrics, view cases, and log activities, all in one place in the Account Intelligence view.
415
Contacts
See which contacts are engaging and view insights on the Contact Intelligence View. Let Einstein do the work of finding potential
contacts from your emails and events.

Now Sales team members can start their day with a complete view of their business. Seller Home shows users an overview of their
opportunities, accounts, leads, and contacts, along with their day’s agenda. Seller Home also lets users set goals and track progress and
view their to-do items, recent records, and contact suggestions from Einstein.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, and Unlimited editions with Sales Cloud.
Why: With more useful information available at a glance, users can get oriented faster and choose what to do next. Seller Home includes:
• 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
How: Seller Home is the default Home page for the Sales, Sales Console, and Sales Engagement apps. It appears automatically if you
haven’t applied a custom home page to these apps or as your org-wide default. If you’ve customized these pages, you can manually
enable Seller Home from the Home item in Setup. Once enabled, select the App System Default as the Home page for the Sales, Sales
Console, and Sales Engagement apps.
SEE ALSO:
Spend Less Time Finding New Contacts with Einstein Suggestions
416
Visualize Customers and Prospects on a Map

Keep reps focused on meeting and exceeding sales targets as they plan for in-person and virtual visits with accounts, contacts, and leads
in key geographic areas with Salesforce Maps Lite. Identifying customers and prospects on a map helps your reps better plan their routes
with fewer miles and set up appointments with fewer gaps in their schedules.
Where: This change applies to Lightning Experience in Performance and Unlimited editions with Sales Cloud, Service Cloud, Industry
Clouds, and Government Cloud Plus. Not available for customers complying with Hyperforce European Union Operating Zone data
residency requirements.
How: From Maps and Location Settings in Setup, select the option that enables Maps Lite. Then, your sales reps can plot as many as 50
accounts, contacts, or leads simultaneously on the map from the Maps Lite tab.
Reps select from available objects and their list views, scroll the list of records, and load different records on the map when they advance
through pages. If reps want to further grow their business using route and schedule optimizations, they can ask their managers for a full
Salesforce Maps license.
SEE ALSO:
Salesforce Help: Showing Customers and Prospects on a Map (can be outdated or unavailable during release preview)
Leads
See which leads are engaging and view insights on the Lead Intelligence View.
See Which Leads are Engaging and View Insights

Lead Intelligence View engagement metrics let sellers quickly see an overview of which leads are engaging and which need more
attention. Insights include case insights, email insights, and Einstein Conversation Insights.
See Which Leads are Engaging and View Insights

Lead Intelligence View engagement metrics let sellers quickly see an overview of which leads are engaging and which need more
Why: Lead engagement metrics include:
• Not contacted—No calls or emails occurred in the last year
• Contacted attempted—Outgoing calls or emails occurred in the last 30 days, without meaningful engagements
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• Engaged—At least one inbound engagement occurred

• Meeting scheduled—At least one event is scheduled in the next 30 days
• Meeting declined—A scheduled event was declined
• Disqualified—The contact has a call result of unqualified or not interested, or has opted out of calls or emails
How: Turn on Lead Intelligence View in Lead Intelligence View Setup, and add the Intelligence View button to the Lead List View
button layout in Setup.
To view engagement metrics, enable Email Tracking in the Inbox section of Sales Engagement Setup.
To see the Intelligence View, users go to the Lead home page and click Intelligence View. To view engagement metrics, choose
Engagement Metrics from the Metrics menu.
To view insights, open the side panel using the icon next to the lead name. Insights appear in the Insights tab when they are available.
To return to the original list view, users click List View. New Salesforce organizations include the Lead Intelligence View on the home
page by default.
Accounts
See account activity, scan opportunity metrics, view cases, and log activities, all in one place in the Account Intelligence view.
Get a Full View of Account Health with the Account Intelligence View
See account activity, scan opportunity metrics, review cases, and log activities, all in one place in the Account Intelligence view.
Previously, the account home page provided only a simple list view and required users to navigate to individual records to view
opportunity, activity, or case data.
Get a Full View of Account Health with the Account Intelligence View
See account activity, scan opportunity metrics, review cases, and log activities, all in one place in the Account Intelligence view. Previously,
the account home page provided only a simple list view and required users to navigate to individual records to view opportunity, activity,
or case data.
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When: This feature is available in production after all instances are upgraded to Spring ’24. To see the feature in sandboxes, run Match
Production License or request a refresh after the feature is available in production.
Why: The Account Intelligence view is your dedicated workspace for account management.
In the Account Intelligence view, you can quickly filter accounts (1) and see statistics, such as the total value of open opportunities and
next close date, for resulting records (2). To see detailed activity, opportunity, and case data for individual records, click the side panel
icon (3) next to the record name. In the side panel, toggle between panes showing activity data or related records (4) or log activity (5)
without leaving the Intelligence view.
How: To see the Account Intelligence view, go to the account home page and click Intelligence View. To return to the original list
view, click List View. New Salesforce customers have the Account Intelligence View on the account home page by default.
SEE ALSO:
Salesforce Help: Push Updated Licenses to Sandbox Orgs (can be outdated or unavailable during release preview)
Contacts
See which contacts are engaging and view insights on the Contact Intelligence View. Let Einstein do the work of finding potential
contacts from your emails and events.
See Which Contacts are Engaging and View Insights

Contact Intelligence View engagement metrics let sellers quickly see an overview of which contacts are engaging and which need
more attention. Insights include case insights, email insights, and Einstein Conversation Insights.
In the Contact Suggestions area on your Seller Home page, Einstein lists potential contacts from your email and event activity. You
can add a suggested contact, see an activity timeline for context, or remove Einstein’s suggestion.
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See Which Contacts are Engaging and View Insights

Contact Intelligence View engagement metrics let sellers quickly see an overview of which contacts are engaging and which need more
Why: Engagement metrics include:
• Not contacted—No calls or emails occurred in the last year
• Contacted attempted—Outgoing calls or emails occurred in the last 30 days, without meaningful engagements
• Engaged—At least one inbound engagement occurred
• Meeting scheduled—At least one event is scheduled in the next 30 days
• Meeting declined—A scheduled event was declined
• Disqualified—The contact has a call result of unqualified or not interested, or has opted out of calls or emails
How: Turn on Contact Intelligence View in Contact Intelligence View Setup and add the Intelligence View button to the Contact List
View button layout.
To view engagement metrics, enable Email Tracking in the Inbox section of Sales Engagement Setup.
To see the Intelligence View, users go to the Contact home page and click Intelligence View. To view engagement metrics, choose
Engagement Metrics from the Metrics menu.
To view insights, open the side panel using the icon next to the lead name. Insights appear in the Insights tab when they are available.
To return to the original list view, users can click List View. New Salesforce organizations include the Contact Intelligence View on the
home page by default.

In the Contact Suggestions area on your Seller Home page, Einstein lists potential contacts from your email and event activity. You can
add a suggested contact, see an activity timeline for context, or remove Einstein’s suggestion.
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Salesforce Spring ’24 Release Notes Sales Engagement
How: Seller Home is the default Home page for the Sales, Sales Console, and Sales Engagement apps. In the Contact Suggestions area,
the + and … buttons let you add the contact or remove the suggestion.
See the activity from which Einstein suggested the potential contact by clicking the Found in link.
SEE ALSO:
Einstein Features
Salesforce Help: Considerations for Creating Contacts (can be outdated or unavailable during release preview)
Sales Engagement
Build responsive cadences in less time with less complexity with Cadence Builder 2.0.
For pricing details, contact your Salesforce account executive. Sales Dialer is also available for an extra cost as an add-on license.
Create Responsive Cadences Faster with Cadence Builder 2.0

Cadence creators can now build standard cadences sensitive to target engagement with much less effort and complexity. Creators
use only three tracks—neutral, positive, and negative—to hold cadence steps appropriate to different target responses. Entry rules
for each track let targets move to the appropriate track based on their responses, whenever they occur. Previously, relatively simple
branching scenarios based on target response often required large numbers of redundant steps after each branch.
Create Responsive Cadences Faster with Cadence Builder 2.0

Cadence creators can now build standard cadences sensitive to target engagement with much less effort and complexity. Creators use
only three tracks—neutral, positive, and negative—to hold cadence steps appropriate to different target responses. Entry rules for each
track let targets move to the appropriate track based on their responses, whenever they occur. Previously, relatively simple branching
scenarios based on target response often required large numbers of redundant steps after each branch.
Where: This change applies to Lightning Experience in Performance, Unlimited Editions, Professional, and Enterprise Editions with Sales
Cloud.
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Salesforce Spring ’24 Release Notes Revenue Intelligence
Who: Cadence Builder is available to users with the Sales Engagement Cadence Creator or Sales Engagement Cadence Creator Included
permissions.
Why: Cadence creators can build cadences with separate tracks, or series of steps, for targets of different levels of interest or engagement.
• A neutral track, usually with steps for targets who have not yet engaged
• A positive track for targets who have engaged or shown interest
• A negative track for targets that have expressed a lack of interest
The builder canvas lets you see the steps in each track, drag steps to and from a track, and configure step details all in one view.
Cadence creators can use each track in the way that makes sense for their team and can set rules to control when a target moves from
one track to another. Targets can move from track to track at any time based on the track entry rules. For example, the positive track can
have an entry rule that moves a target to that track when they click a link in an email sent in a previous step.
How: Users can choose between Cadence Builder 2.0 and Cadence Builder Classic when first creating a cadence. Cadence authors create
steps and cadence exit rules in the same way in Cadence Builder 2.0 and Cadence Builder Classic. Cadence Builder 2.0 doesn’t support
cadence autolaunched flows or screen flow steps.
Try the updated Revenue Insights setup for a more intuitive experience, a simplified workflow, and more robust error messages. You
can now go to one place to manage your apps and all the tasks associated with your apps. Dive into the details of your pipeline using
Stage Conversion analysis.
Perform a Deep Analysis of Win Rates and Pipeline Bottlenecks

Dive into the details of your pipeline using Stage Conversion analysis on the Sales Stage Analysis dashboard. You can answer questions
such as what percentage of the pipeline progressed beyond each stage in a time period. You can also see what percentage of
pipeline progressed to close from this stage on the same day of this last period.
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Salesforce Spring ’24 Release Notes Pipeline Inspection
Manage Your App Installation and Refreshes in One Place

You can now go to one place to manage your apps and all the tasks associated with your apps. You can manage app installs, view
logs, reconfigure, or refresh apps. And, when you install an app, you can understand quickly whether the installation was successful
and troubleshoot any installation errors. Previously, these functions were located in different places.
Make Installing Revenue Insights a Breeze
Try the updated Revenue Insights setup for a more intuitive experience, a simplified workflow, and more robust error messages.
Perform a Deep Analysis of Win Rates and Pipeline Bottlenecks

Dive into the details of your pipeline using Stage Conversion analysis on the Sales Stage Analysis dashboard. You can answer questions
such as what percentage of the pipeline progressed beyond each stage in a time period. You can also see what percentage of pipeline
progressed to close from this stage on the same day of this last period.
Where: This change applies to Revenue Intelligence in Sales Cloud in Lightning Experience in Enterprise and Unlimited editions for an
additional cost.
How: From the Setup menu, search for Revenue Intelligence. In the Revenue Intelligence setup menu follow the updated setup menu
to configure prerequisites and Revenue Insights. Open the Stage Conversion tab from the Sales Stage Analysis dashboard.

You can now go to one place to manage your apps and all the tasks associated with your apps. You can manage app installs, view logs,
reconfigure, or refresh apps. And, when you install an app, you can understand quickly whether the installation was successful and
troubleshoot any installation errors. Previously, these functions were located in different places.
additional cost.
How: From the Setup menu, search for Revenue Intelligence. In the Revenue Intelligence setup menu, installed versions of Revenue
Intelligence display. You can view details about the app installation, including each task’s success or failure; schedule app refreshes, or
reinstall the app instantly from the menu.
Make Installing Revenue Insights a Breeze

Try the updated Revenue Insights setup for a more intuitive experience, a simplified workflow, and more robust error messages.
additional cost.
Who: To use the Revenue Intelligence dashboards, you need the Revenue Intelligence User permission set. To manage the Revenue
Intelligence dashboards, you need the Revenue Intelligence Admin permission set.
How: From Setup, in the Quick Find box, enter Revenue Insights, and then select Revenue Insights Setup.
Pipeline Inspection
Enjoy a more responsive Pipeline Inspection UI. Add filter logic to create more targeted lists of deals. The record limit is increased to
2,000 for all metrics, views, and charts in Pipeline Inspection.
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IdeaExchange Delivered: Get More in Pipeline Inspection with Increased Record Limits in Charts and Views
All metrics, list views, and charts now have a 2,000 record limit. Previously, the flow chart and some metrics in the pipeline changes
metrics group had a 1,000 record limit, while the waterfall chart and forecast category metrics had a 2,000 record limit. This change
greatly expands your sales teams’ ability to manage more deals and view wider time periods. We delivered this feature thanks to
your ideas on IdeaExchange.
Narrow In on Deals with Filter Logic in Pipeline Inspection
Sales reps can now create a more targeted list of deals by applying filter logic in the Pipeline Inspection filter panel. Previously, only
the records that matched all specified filter criteria were shown in the results.
IdeaExchange Delivered: Get a More Flexible Pipeline Inspection UI
Users get an improved experience with a more responsive Pipeline Inspection UI. As you resize your screen, the metrics and quick
filters now scale down accordingly and move into overflow menus as needed. You see your metrics and pipeline list view without
the metrics area taking over the screen. Users can also resize the areas of the chart screen. We delivered this feature thanks to your
Get More in Pipeline Inspection with Increased Record Limits in Charts and
Views
All metrics, list views, and charts now have a 2,000 record limit. Previously, the flow chart and some metrics in the pipeline changes
metrics group had a 1,000 record limit, while the waterfall chart and forecast category metrics had a 2,000 record limit. This change
greatly expands your sales teams’ ability to manage more deals and view wider time periods. We delivered this feature thanks to your
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales Cloud.
SEE ALSO:
Salesforce Help: Guidelines and Limits for Pipeline Inspection (can be outdated or unavailable during release preview)
Narrow In on Deals with Filter Logic in Pipeline Inspection

Sales reps can now create a more targeted list of deals by applying filter logic in the Pipeline Inspection filter panel. Previously, only the
records that matched all specified filter criteria were shown in the results.
How: In the filter panel (1), add filter logic to the Filter Logic field (2) and save. Users can define custom filter logic with filter conditions
using parentheses and the AND, NOT, and OR operators.
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SEE ALSO:
Salesforce Help: Guidelines and Limits for Pipeline Inspection (can be outdated or unavailable during release preview)
Salesforce Help: Add Filter Logic (can be outdated or unavailable during release preview)
Get a More Flexible Pipeline Inspection UI

Users get an improved experience with a more responsive Pipeline Inspection UI. As you resize your screen, the metrics and quick filters
now scale down accordingly and move into overflow menus as needed. You see your metrics and pipeline list view without the metrics
area taking over the screen. Users can also resize the areas of the chart screen. We delivered this feature thanks to your ideas on
IdeaExchange.
How: As you change the width or size of your screen, the metrics flow into dropdown menus so that you keep your pipeline list view.
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Salesforce Spring ’24 Release Notes Collaborative Forecasts
On the chart tab, you can also resize the chart or list areas by using the arrows.
Group forecasts into segments that make sense for your business. Easily evaluate adjusted forecasts with adjustment values in separate
columns on the forecasts page. Quickly access different forecast views using tabs. And gain more insight into forecasts with forecast
chart enhancements and added custom report types.
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View and Set Forecasts with Forecast Groups

Forecast the way you do business by grouping forecasts into segments that make sense for your business. For example, define
forecasts that are grouped into specific industries or sale types. Creating your own forecast groups gives your forecast managers
more flexibility to review and predict future sales. Forecast groups are available for forecast types created in Spring ’24 or later and
that are based on the Opportunity and Opportunity Product objects. You can continue to group forecasts by product family.
Gain Forecast Clarity with Side-by-Side Adjustment Details
For a complete picture of adjusted forecasts, show adjustment values in separate columns on the forecasts page versus only in a
hover window. Showing the original rolled up values before any adjustments and after team and manager adjustments in separate
columns provides the visibility needed to make an accurate forecast. Previously, users could only find adjustment details when
hovering over a forecast total, with no side-by-side view.
If you have multiple active forecast types, forecast users can now quickly access different forecast views using tabs on the forecast
page, making forecast information more readily available. Forecast users can also select to show only the forecasts that apply to their
work. Previously, to view a different forecast, users selected a different forecast type from the gear icon dropdown menu.
Gain Deeper Insights About Forecast Health with Forecast Chart Enhancements
Get more from the Forecast Changes chart and Historical Trends with visualizations by product family or other forecast groups and
with added data summary tables. To give forecast users easier access, we also changed how to switch between chart types and
updated how users select to show values with or without adjustments.
Unlock More Details and Spot Trends with More Forecasting Custom Report Types
Make strategic decisions about your forecasts by creating report types that include external custom column data or information
about opportunity product splits forecasts. These report options help sales leaders review forecast trends and increase forecast
accuracy.
Round Forecast Amounts for More Streamlined Forecasts
As of early October 2023, forecast users can choose to show forecast amounts in the forecast summary without decimal places and
rounded to the nearest whole number. Rounding forecast amounts can free up valuable real estate and provide a more streamlined
view into forecast totals.
View and Set Forecasts with Forecast Groups

Forecast the way you do business by grouping forecasts into segments that make sense for your business. For example, define forecasts
that are grouped into specific industries or sale types. Creating your own forecast groups gives your forecast managers more flexibility
to review and predict future sales. Forecast groups are available for forecast types created in Spring ’24 or later and that are based on
the Opportunity and Opportunity Product objects. You can continue to group forecasts by product family.
Where: This change applies to Lightning Experience in Professional, Performance, and Developer editions and in Enterprise and Unlimited
editions with the Sales Cloud.
Why: When forecast users view a forecast type that uses groups, they see forecast totals grouped by the values you selected in the
forecast type.
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Users can also filter forecast charts by the group values available in the forecast type and include group value selections in forecast
reports.
How: Depending on which object you use for forecasts, add custom single-selection picklist fields that represent the groups to the
Opportunity, Opportunity Product, or Product objects. Ensure the picklist is available on the object page layout that your sales reps and
forecast managers use.
In Setup, open Forecast Settings, and then create a forecast type based on the Opportunity or Opportunity Product object. In the setup
flow, select to group by the custom picklist that you defined. Then, select the values within that picklist to include in the forecast type.
To change the selected group values after saving the forecast type, use the Edit Group Values option in the forecast type’s quick action
menu in Forecasts Settings.
SEE ALSO:
Salesforce Help: Group Sales Forecasts to Match Your Business (can be outdated or unavailable during release preview)
Salesforce Help: Forecast Types in Collaborative Forecasts (can be outdated or unavailable during release preview)
Gain Forecast Clarity with Side-by-Side Adjustment Details

For a complete picture of adjusted forecasts, show adjustment values in separate columns on the forecasts page versus only in a hover
window. Showing the original rolled up values before any adjustments and after team and manager adjustments in separate columns
provides the visibility needed to make an accurate forecast. Previously, users could only find adjustment details when hovering over a
forecast total, with no side-by-side view.
Where: This change applies to Lightning Experience in Professional and Developer editions and in Enterprise and Unlimited editions
with the Sales Cloud.
Why: Seeing adjusted forecast values side by side is beneficial when forecast users are determining and discussing their own adjusted
forecast amount. When adjustments are shown in columns, each adjustable category shows:
• A column with the original forecast value before any adjustments
• If owner adjustments are enabled, a column with the forecast user’s direct reports’ adjustments
• A column with the forecast users own adjustments
Forecast users can expand and collapse each forecast category to show and hide the adjustment columns on the page.
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Notes about an adjustment are viewable when users hover over the column.
How:
From the Forecast Settings page in Setup, ensure that at least 1 adjustment option is selected in the Enable Manager Adjustments and
Judgments section. Select to show the adjustments as columns (1). Then, if needed, change the names of the added columns to fit your
business process (2). For example, change the My Commit column name to My Call Number. The setting and the column names apply
to all forecast types.
No adjustment data is lost if you change how to show adjustments.
SEE ALSO:
Salesforce Help: Allow Forecast Adjustments and Manager Judgments in Collaborative Forecasts (can be outdated or unavailable

If you have multiple active forecast types, forecast users can now quickly access different forecast views using tabs on the forecast page,
making forecast information more readily available. Forecast users can also select to show only the forecasts that apply to their work.
Previously, to view a different forecast, users selected a different forecast type from the gear icon dropdown menu.
429
Where: This change applies to Lightning Experience in Professional and Developer editions and in Enterprise and Unlimited editions
with the Sales Cloud.
Why: On the forecasts page, the active forecast types are shown as tabs within the forecast header.
From the gear icon on the forecasts page, choose Edit Tab Selections to filter which forecasts are shown as tabs and in what order they
appear.
Any forecast types that are activated after a forecast user makes their selections are added to the forecast header and indicated as new.
Forecast users can edit their selections again.
The Salesforce mobile app shows only the forecasts selected to show as tabs.
SEE ALSO:
Salesforce Help: View Sales Forecasts from Different Perspectives (can be outdated or unavailable during release preview)
Gain Deeper Insights About Forecast Health with Forecast Chart Enhancements
Get more from the Forecast Changes chart and Historical Trends with visualizations by product family or other forecast groups and with
added data summary tables. To give forecast users easier access, we also changed how to switch between chart types and updated how
users select to show values with or without adjustments.
430
Where: These changes apply to Lightning Experience in Enterprise and Unlimited editions with the Sales Cloud.
Why:
From any forecast tab selected on the forecasts page, you still click Charts to open the charts view (1). Then, select which chart to show
from a dropdown (2). For forecasts grouped by product family or custom picklist, select to show data only for a specific product family
or group value (3). Choose whether to show the data in the chart with adjustments or without to show the original rollup values before
any adjustments were made (4). See the chart’s data in table form in the summary data table following the chart (5). To jump to the
corresponding data in the table, select any segment in the chart.
SEE ALSO:
Salesforce Help: Reviewing Week-to-Week Forecast Changes (can be outdated or unavailable during release preview)
Salesforce Help: Finding Trends Across Forecast Periods (can be outdated or unavailable during release preview)
Unlock More Details and Spot Trends with More Forecasting Custom Report Types
Make strategic decisions about your forecasts by creating report types that include external custom column data or information about
opportunity product splits forecasts. These report options help sales leaders review forecast trends and increase forecast accuracy.
SEE ALSO:
Salesforce Help: Preparing Sales Leaders to Report on Forecasts (can be outdated or unavailable during release preview)
Round Forecast Amounts for More Streamlined Forecasts

As of early October 2023, forecast users can choose to show forecast amounts in the forecast summary without decimal places and
rounded to the nearest whole number. Rounding forecast amounts can free up valuable real estate and provide a more streamlined
view into forecast totals.
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Salesforce Spring ’24 Release Notes Enablement and Guidance
How: On the forecasts page, from the Display Settings menu, select Show Rounded Amounts. All amounts in the forecast summary
grid, including amounts in custom calculated columns, are rounded to the nearest whole number. Full amounts that include the decimal
places are still shown when viewing adjustment and change details.
Full amounts that include the decimal places are also still shown in the opportunity list header, and in amounts shown for each opportunity
in the opportunity list.

Deliver enablement programs focused on improving revenue outcomes, driving business growth, and growing a community of engaged
and inspired users. Bring curated resources related to your products, services, and processes to users where they work. Elevate
business-critical job performance, develop in-demand skills, and provide timely, contextual onboarding, training, and coaching.
Enablement
Drive revenue growth, achieve business outcomes, and reach measurable milestones. Roll out Enablement programs to more users
and solve more use cases, from sales plays in Lightning Experience to business growth in Partner Relationship Management (PRM)
experiences. Provide more insights, clarity, and control to users as they complete programs. And if you’re not using Enablement yet
but you like what you hear, try programs for free.
Start using the new domain for Setup pages with prompts and walkthroughs you create in Lightning Experience. Align your
permissions governance strategy for Enablement programs and in-app guidance.
Enablement
Drive revenue growth, achieve business outcomes, and reach measurable milestones. Roll out Enablement programs to more users and
solve more use cases, from sales plays in Lightning Experience to business growth in Partner Relationship Management (PRM) experiences.
Provide more insights, clarity, and control to users as they complete programs. And if you’re not using Enablement yet but you like what
you hear, try programs for free.
Build a Community of Loyal Resellers with Partner Enablement Programs and In-App Guidance
Drive business growth and cultivate brand loyalty by helping your company’s partners ramp up quickly on your products, processes,
and services. Deliver Enablement programs, prompts, and walkthroughs to partner users in your Partner Relationship Management
(PRM) site where partners are working and interacting with your brand. Identify business outcomes you want partners to achieve
and track their progress and performance with prebuilt analytics dedicated to Partner Enablement programs. Keep partners engaged
with content and experiences that help them onboard, discover, level up, and ultimately grow your business.
Expand Your Enablement Strategy to More Users with Program Self-Enrollment
Quickly scale your Enablement rollout to more users across all your company’s experiences. Sales reps in Lightning Experience and
partner users in supported Digital Experiences sites can self-enroll in selected programs that you share. Self-enrolled programs mostly
behave the same as programs that an Enablement admin assigns and can include the same outcomes, milestones, exercises, and
due dates.
Assign Offline Tasks to Your Sales Reps in Enablement Programs
Provide a complete representation of all the offline activities that your sales reps perform during the course of an Enablement
program. With the Action Item exercise type in your program, create tasks that your sales reps can complete away from their
computers. You can include in-person tasks or to-dos in the exercise, such as visiting an office, catching up with the team, or having
coffee with a manager.
432
Refresh Program Progress at Your Convenience

Enablement users can now enjoy more timely insights into their program progress. Users can manually refresh their progress to see
the outcome and milestone updates while taking a program. The progress updates provide an immediate validation that users are
completing program goals successfully and help them plan the next goal with more confidence. Outcomes and milestones marked
as No Longer Tracking also get assessed during the manual refresh and show the updated status. Previously, outcome and milestone
progress was updated only 4 times a day on a scheduled basis.
Try Sales Programs for Free with Enablement Lite
Explore how sales programs can help you target revenue outcomes and grow seller confidence and performance. If you’re not using
Enablement already, your company can try it for free. With Enablement Lite, you can build programs, define milestones and outcomes,
manage content, assign users, and track performance with some limits on the number of programs and users. Along the way, find
inspiration to roll out the full Enablement capabilities to your sales reps.
Salesforce admins, Enablement teams, and content creators benefit from other enhancements throughout the Enablement workflow.
Drive business growth and cultivate brand loyalty by helping your company’s partners ramp up quickly on your products, processes,
and services. Deliver Enablement programs, prompts, and walkthroughs to partner users in your Partner Relationship Management
(PRM) site where partners are working and interacting with your brand. Identify business outcomes you want partners to achieve and
track their progress and performance with prebuilt analytics dedicated to Partner Enablement programs. Keep partners engaged with
content and experiences that help them onboard, discover, level up, and ultimately grow your business.
Where: This change applies to supported Experience Cloud sites accessed through Lightning Experience in Enterprise, Performance,
and Unlimited editions with Sales Cloud and Service Cloud. An Enablement add-on license and PRM add-on license are required.
Who: Only users with the appropriate permissions and who have access to partner sites can create and use programs and in-app guidance
for sites. For details on the required permissions, check out the available resources in Salesforce Help.
How: In Setup, new options are available for managing permissions and related features for Partner Enablement programs and in-app
guidance.
In Program Builder and In-App Guidance Builder, new options are available for selecting the Experience Cloud site where you want to
publish programs and in-app guidance.
In Experience Builder, Enablement pages and components are available in the Partner Central template, the Build Your Own template
(Aura), and the Automotive, Financial Services Client Portal, Insurance Agent Portal, and B2B Commerce templates.
433
SEE ALSO:
Salesforce Help: Managing Partner Enablement Programs (can be outdated or unavailable during release preview)
Salesforce Help: View the Partner Enablement Dashboard (can be outdated or unavailable during release preview)
Salesforce Help: Enablement Permission Set Groups, Permission Sets, and Permissions (can be outdated or unavailable during release
preview)
Salesforce Help: Permissions for Creating and Accessing In-App Guidance (can be outdated or unavailable during release preview)
Expand Your Enablement Strategy to More Users with Program Self-Enrollment

Quickly scale your Enablement rollout to more users across all your company’s experiences. Sales reps in Lightning Experience and
partner users in supported Digital Experiences sites can self-enroll in selected programs that you share. Self-enrolled programs mostly
behave the same as programs that an Enablement admin assigns and can include the same outcomes, milestones, exercises, and due
dates.
Where: This change applies to:
• Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales Cloud, Service Cloud, or Salesforce Platform. An
Enablement add-on license is required.
• Supported Experience Cloud sites accessed through Lightning Experience in Enterprise, Performance, and Unlimited editions with
Sales Cloud and Service Cloud. An Enablement add-on license and PRM add-on license are required.
How: In Program Builder, turn on Users Can Self-Enroll when editing a program.
After you publish the program, share the program with specific users, groups, or roles. For sales programs in Lightning Experience, users
can navigate to program records and click Enroll. For partner programs in supported Experience Cloud sites, users can click Enroll when
previewing a program or viewing a list of available programs.
434
Enablement Program record detail pages show whether a program is assigned or self-enrolled. Prebuilt reports and dashboards use the
term “user” instead of “assignee” to include both assigned and self-enrolled users.
SEE ALSO:
Salesforce Help: Considerations and Limitations for Enrolling Users in Enablement Programs (can be outdated or unavailable during
release preview)
Salesforce Help: Share Enablement Programs So Users Can Self-Enroll (can be outdated or unavailable during release preview)
Salesforce Help: Take Enablement Programs (can be outdated or unavailable during release preview)
Assign Offline Tasks to Your Sales Reps in Enablement Programs

Provide a complete representation of all the offline activities that your sales reps perform during the course of an Enablement program.
With the Action Item exercise type in your program, create tasks that your sales reps can complete away from their computers. You can
include in-person tasks or to-dos in the exercise, such as visiting an office, catching up with the team, or having coffee with a manager.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales Cloud, Service Cloud,
or Salesforce Platform. An Enablement add-on license is required.
Who: Users with the Design and Deliver Enablement Programs permission can add Action Item exercises to Enablement programs.
Users with the Take Enablement Programs permission can access the Action Item exercises in the Guidance Center.
How: Enablement admins add the Action Item exercise to a program from Program Builder and mention the task details in the description
field.
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Enablement users complete the task described in the exercise and mark exercise completion in the Guidance Center.
SEE ALSO:
Salesforce Help: Exercises Types in Enablement Programs Experience (can be outdated or unavailable during release preview)
Refresh Program Progress at Your Convenience

Enablement users can now enjoy more timely insights into their program progress. Users can manually refresh their progress to see the
outcome and milestone updates while taking a program. The progress updates provide an immediate validation that users are completing
program goals successfully and help them plan the next goal with more confidence. Outcomes and milestones marked as No Longer
Tracking also get assessed during the manual refresh and show the updated status. Previously, outcome and milestone progress was
updated only 4 times a day on a scheduled basis.
Where: This change applies to:
• Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales Cloud, Service Cloud, or Salesforce Platform. An
Enablement add-on license is required.
• Supported Experience Cloud sites accessed through Lightning Experience in Enterprise, Performance, and Unlimited editions with
Sales Cloud and Service Cloud. An Enablement add-on license and PRM add-on license are required.
How: Sales reps open a program in the Guidance Center and click Refresh Progress from the action dropdown. Reps refresh the browser
after a minute to see the program progress updates.
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Partner users access a program in their supported Digital Experiences sites and click Refresh Progress. Users refresh the browser after
a minute to see the program progress updates.
SEE ALSO:
Salesforce Help: Considerations for Analyzing Program Completion (can be outdated or unavailable during release preview)
Try Sales Programs for Free with Enablement Lite

Explore how sales programs can help you target revenue outcomes and grow seller confidence and performance. If you’re not using
Enablement already, your company can try it for free. With Enablement Lite, you can build programs, define milestones and outcomes,
manage content, assign users, and track performance with some limits on the number of programs and users. Along the way, find
inspiration to roll out the full Enablement capabilities to your sales reps.
Who: Users with the Design and Deliver Enablement Lite Programs permission can create, assign, and track programs for free. Users
with the Take Enablement Lite Programs permission can take programs for free.
How: From Setup, on the Enablement Settings page, turn on Try Enablement for Free.
SEE ALSO:
Salesforce Help: Enablement Lite Permissions (can be outdated or unavailable during release preview)
Salesforce Help: Enablement Lite Considerations and Limitations (can be outdated or unavailable during release preview)
Salesforce Help: View Reports for Enablement Lite Programs (can be outdated or unavailable during release preview)
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Salesforce admins, Enablement teams, and content creators benefit from other enhancements throughout the Enablement workflow.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales Cloud, Service Cloud,
or Salesforce Platform. An Enablement add-on license is required.
How: These changes are available.
• On an Enablement Program record detail page, the Enrolled Users related list includes an Assignment Status column, and the Status
column is renamed Program Status. For programs that an Enablement admin assigns to users, the Assignment Status column shows
whether the assignment job succeeded, failed, or remains in progress. For assignments that failed, unassign the user and then
reassign them.
• The Enablement workspace in the Digital Experiences app supports the Salesforce CMS capability for unpublishing content that was
previously published.
• When you assign 50 or fewer users to a program, the assignment window remains open until the job completes. If you assign more
than 50 users, you receive an email notification with the assignment results. Previously, this cutover occurred at 10 users.
• Enablement users can preview assigned and enrolled programs using the Preview action on the Enablement Programs page or the
Enablement Program record detail page.
SEE ALSO:
Salesforce Help: Considerations and Limitations for Enrolling Users in Enablement Programs (can be outdated or unavailable during
release preview)
Salesforce Help: Guidelines for Digital Experiences Content in Enablement Programs (can be outdated or unavailable during release
preview)

Start using the new domain for Setup pages with prompts and walkthroughs you create in Lightning Experience. Align your permissions
governance strategy for Enablement programs and in-app guidance.
Create and Test In-App Guidance in Lightning Experience with the New Setup Domain
Continue to provide trusted content for your users after Setup pages switch to the new salesforce-setup.com domain. You can still
create and test prompts and walkthroughs in Lightning Experience with just a few minor behavior changes to accommodate the
new domain.
Find a New Name for Prompt and Walkthrough Management Permissions
Keep your company’s in-app guidance managers aligned with other Enablement and in-app guidance permissions. The Manage
Prompts permission is now named Design and Deliver In-App Guidance. This change doesn’t affect any functionality.
Create and Test In-App Guidance in Lightning Experience with the New Setup Domain
Continue to provide trusted content for your users after Setup pages switch to the new salesforce-setup.com domain. You can still create
and test prompts and walkthroughs in Lightning Experience with just a few minor behavior changes to accommodate the new domain.
Where: These changes apply to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer
editions.
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Salesforce Spring ’24 Release Notes Partner Relationship Management
How: When you add a walkthrough step that switches between Setup and other apps in Lightning Experience, you’re now prompted
to save if the step navigates to an app with a different domain. The page refreshes, and you can resume creating the walkthrough in the
different domain.
Test mode now uses query parameters in the page URL to track progress information instead of cookies. Also, the banner that appears
at the top of the page in test mode no longer includes options to exit testing or open In-App Guidance Builder. Instead, you exit test
mode by closing the browser tab or removing the query parameters from the page URL.
Test mode isn’t available for in-app guidance created in supported Experience Cloud sites.
SEE ALSO:
Salesforce Help: Preview and Test In-App Guidance (can be outdated or unavailable during release preview)
Find a New Name for Prompt and Walkthrough Management Permissions

Keep your company’s in-app guidance managers aligned with other Enablement and in-app guidance permissions. The Manage Prompts
permission is now named Design and Deliver In-App Guidance. This change doesn’t affect any functionality.
Where: These changes apply to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer
editions.
SEE ALSO:
Salesforce Help: Permissions for Creating and Accessing In-App Guidance (can be outdated or unavailable during release preview)

Help your channel business thrive with Partner Relationship Management (PRM). Channel managers work with confidence from the
Channel Management Console, a dedicated app that acts as a command center for your indirect sales. Build loyal partners with streamlined
onboarding and training using Partner Enablement and In-App Guidance. Plus, partners can engage their prospects quickly by drafting
emails from their Experience Cloud sites with the power of Einstein generative AI. Partners also get deeper insight into their contacts,
leads, and opportunities with access to Contact Intelligence View, Lead Intelligence View, and more Pipeline Inspection features.
Monitor Your Channel Business Like a Pro from the Channel Management Console
Now channel managers can get a complete view of their partners’ sales activity from a new dedicated app. Easily access partner
sales records from the Accounts, Contacts, Leads, or Opportunities tabs. Review and approve partners’ leads from the Leads to Review
component. Follow partner performance closely using a centrally located dashboard that shows key metrics. At a glance, see closed
revenue, conversion rates, and open opportunities. For channel managers using Partner Enablement, metrics on Enablement program
progress are available. Plus, you can customize the console by adding the objects and components that best assist the channel
managers at your company.
Unleash partner productivity, save time, and drive higher email engagement rates by using Einstein generative AI to populate emails
in supported Experience Cloud sites. With the power of Einstein, partners can write personal, impactful, sales-tailored emails in
seconds. Partners can use the feature directly in Experience Cloud sites to tailor intros, nudges, and meeting invite emails. They can
also use custom templates created by their admin in Prompt Builder.
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Equip partners with the resources and content that drives growth for your business, all from within your branded partner experience.
Partner Enablement and In-App Guidance are now available in supported Experience Cloud sites. Deliver Enablement programs,
prompts, and walkthroughs to partners in the flow of their daily work, and then track progress towards goals with enablement-focused
analytics.
Partners can view activities, complete actions, and update records, from one view of their contacts or leads. Contact Intelligence
View and Lead Intelligence View are now available in supported Experience Cloud sites.
Now partners get a deeper understanding of their deal health and activity from the Enhanced List View component in supported
Experience Cloud sites. Enhanced List Views now includes a side panel where partners can see AI insights and more metrics and can
move deals through the pipeline, all from one location.
Track Partner Activity with New Analytics Resources
Report on your channel management, channel marketing, and partner engagement data easily using new predesigned PRM reports,
dashboards, and custom report types. Vendors who purchase Partner Enablement now get reports, a dashboard, and custom report
types to gauge the progress that partners make in their enablement programs.
Other Changes for Partner Relationship Management
Find settings more easily from Partner Relationship Management (PRM) Setup. Learn the new name for the component that lets
partners access Pipeline Inspection, Contact Intelligence, and Lead Intelligence in Experience Builder.
Monitor Your Channel Business Like a Pro from the Channel Management Console
Now channel managers can get a complete view of their partners’ sales activity from a new dedicated app. Easily access partner sales
records from the Accounts, Contacts, Leads, or Opportunities tabs. Review and approve partners’ leads from the Leads to Review
component. Follow partner performance closely using a centrally located dashboard that shows key metrics. At a glance, see closed
revenue, conversion rates, and open opportunities. For channel managers using Partner Enablement, metrics on Enablement program
progress are available. Plus, you can customize the console by adding the objects and components that best assist the channel managers
at your company.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. A PRM add-on
license is required.
How: Set up the console app from the Channel Management page in PRM Setup.
Then channel managers access the console by searching for Channel Management from the App Launcher.
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Unleash partner productivity, save time, and drive higher email engagement rates by using Einstein generative AI to populate emails in
supported Experience Cloud sites. With the power of Einstein, partners can write personal, impactful, sales-tailored emails in seconds.
Partners can use the feature directly in Experience Cloud sites to tailor intros, nudges, and meeting invite emails. They can also use
custom templates created by their admin in Prompt Builder.
Where: This change applies to supported Experience Cloud sites accessed through Lightning Experience in Unlimited editions. A PRM
add-on license is required. Einstein generative AI is available in Lightning Experience.
How: Einstein Sales Emails is built directly into the email composer in Partner Sites. Start by creating an email. Click Draft with Einstein
(1), choose an email type from the list (2), review and edit the email, and then click Send (3).
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SEE ALSO:
Einstein Features

Equip partners with the resources and content that drives growth for your business, all from within your branded partner experience.
Partner Enablement and In-App Guidance are now available in supported Experience Cloud sites. Deliver Enablement programs, prompts,
and walkthroughs to partners in the flow of their daily work, and then track progress towards goals with enablement-focused analytics.
and Unlimited editions with Sales Cloud or Service Cloud. An Enablement add-on license and PRM add-on license are required.
SEE ALSO:

Partners can view activities, complete actions, and update records, from one view of their contacts or leads. Contact Intelligence View
and Lead Intelligence View are now available in supported Experience Cloud sites.
Unlimited, and Developer editions. A PRM add-on license is required.
How: Set up Contact Intelligence View and Lead Intelligence View in your Experience Cloud sites and work with your site developer to
verify that the Enhanced Lists View component is added to your Experience Cloud site.
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Then, from their site, partners select whether they want an enhanced view of contacts or leads (1), filter those records (2), and see
aggregate activity statistics across the filtered records (3). To see detailed insights on a record, partners click the side panel icon (4).
From the side panel, partners see more activity metrics, such as which records are overdue (5) and which have activities scheduled today
(6). Partners can also send an email to the prospect or customer (7), or create a task or log a call (8). For contacts, Case Insights are also
available from the Insights tab.
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SEE ALSO:
Salesforce Help: Set Up Contact Intelligence View and Lead Intelligence View for Partners (can be outdated or unavailable during
release preview)

Now partners get a deeper understanding of their deal health and activity from the Enhanced List View component in supported
Experience Cloud sites. Enhanced List Views now includes a side panel where partners can see AI insights and more metrics and can
move deals through the pipeline, all from one location.
How: Work with your site developer to set up side panel Pipeline Inspection features in your Experience Cloud sites.
Then, from their sites, partners click the side panel icon next to a record (1). Partners see opportunity metrics for Days to Close, Days in
Stage, and Push Count (2). For partner users who are assigned the Sales Cloud Einstein for Partners permission set, an Opportunity Score
insight is also available (3).
From the Insights tab, partners see more insights on scores, activities, service cases, and the likelihood of the deal to close.
From the Activity tab (4), partners can see upcoming (5) and recent (6) activities, and edit them (7). Partners can also complete actions,
such as sending emails (8); logging related calls, events, and tasks; and editing the opportunity’s next step (9).
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SEE ALSO:
Salesforce Help: Set Up Pipeline Inspection for Partners (can be outdated or unavailable during release preview)
Track Partner Activity with New Analytics Resources

Report on your channel management, channel marketing, and partner engagement data easily using new predesigned PRM reports,
dashboards, and custom report types. Vendors who purchase Partner Enablement now get reports, a dashboard, and custom report
types to gauge the progress that partners make in their enablement programs.
How: To give partners access to the latest PRM analytics, make sure that you’ve shared the PRM Reports and PRM Dashboards folders
with channel managers. You can do so from the Channel Management page in PRM Setup.
Then, from the PRM reports folder, partners can check out new prebuilt reports on partner fund claims and recent partner logins to
Experience Cloud sites.
From the PRM dashboards folder, partners can check out the new Channel Marketing dashboard and the Channel Marketing Overview
dashboard, which includes metrics that channel managers see on the home page of the new Channel Management Console.
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Salesforce Spring ’24 Release Notes Sales Performance Management
Develop your own PRM reports and dashboards by using the object data from new custom report types. Develop reports on partner
funds, partner marketing budgets, login history, and Salesforce and partner user details.
SEE ALSO:
Salesforce Help: Partner Relationship Management Reports and Dashboards (can be outdated or unavailable during release preview)
Salesforce Help: View Partner Relationship Management Reports (can be outdated or unavailable during release preview)
Salesforce Help: View Partner Relationship Management Dashboards (can be outdated or unavailable during release preview)
Other Changes for Partner Relationship Management

Find settings more easily from Partner Relationship Management (PRM) Setup. Learn the new name for the component that lets partners
access Pipeline Inspection, Contact Intelligence, and Lead Intelligence in Experience Builder.
Why: Check out these changes for PRM.
• We reorganized and renamed the PRM Setup pages to make it easier to locate PRM features.
– The Setup page previously called Channel Productivity is now called Partner Productivity.
– We moved setup for these features to the Partner Productivity page.
• Einstein Lead Scoring and Einstein Opportunity Scoring Pipeline Inspection
• Campaign Management and Salesforce CMS
• Case Management, Knowledge Bots, and Einstein Bots
– We moved the steps for sharing PRM reports and dashboards folders with partners to the Channel Management page.
– The Enablement Your Partners section changed location on the Channel Management page and now includes Partner Enablement
as an alternative to our AppExchange offerings for enabling your partners.
• The Enhanced Object View component, which lets sales partners access Pipeline Inspection, Contact Intelligence, and Lead Intelligence
in Experience Cloud sites, is now called Enhanced List Views.
• If the release occurs before you set up a feature, sometimes you must manually create the PRM Reports and Dashboards that are
normally delivered to you each release through an automated process. Get the latest reports and dashboards from the Channel
Management page in PRM Setup.
SEE ALSO:
Salesforce Help: Get the Latest Partner Relationship Management Reports and Dashboards (can be outdated or unavailable during
release preview)
Salesforce Help: Get the Latest Partner Relationship Management Reports and Dashboards (can be outdated or unavailable during
release preview)
Salesforce Help: View the Partner Enablement Dashboard (can be outdated or unavailable during release preview)

Plan your sales with participation and accountability from stakeholders for their areas of responsibility. Optimize boundary assignments
using a variety of methods, and experience an easier planning routine—all in Sales Planning. And preview the new Salesforce Maps
framework, which delivers dramatically improved plotting times for high-volume data such as ArcGIS Online layers and complex shape
layers.
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Sales Planning
Get the right participation from stakeholders in sales planning processes when you grant them the authority to plan for the areas
that they own. Optimize boundary assignments using a method of your choice. And discover improvements in your overall planning
experience.
Salesforce Maps
Experience dramatically improved plotting for high-volume data such as ArcGIS Online layers and complex shape layers when you
test drive the new Salesforce Maps framework.
Sales Planning
Get the right participation from stakeholders in sales planning processes when you grant them the authority to plan for the areas that
they own. Optimize boundary assignments using a method of your choice. And discover improvements in your overall planning
experience.
Engage Stakeholders in Sales Planning Processes

Get the right input from the right teammates when you give them authority to manage sales plans and work on specific parts of
plan hierarchies in Sales Planning.
Keep your reps focused on the records that fall within the boundaries that they own. Assign boundaries such as countries, states, or
postal codes to your reps in Sales Planning.
Start your sales planning routine with an easier setup experience, work with the latest data and boundaries from Salesforce, and
manage boundaries at any hierarchical level in Sales Planning.
Engage Stakeholders in Sales Planning Processes

Get the right input from the right teammates when you give them authority to manage sales plans and work on specific parts of plan
hierarchies in Sales Planning.
How: In Salesforce, add the Data Pipelines Base User permission set license for each teammate. Then assign them the permission set
that aligns with their goal in the sales planning process.
Teammate’s Goal Required Permission Set Authority That the Permission Set Provides
Administer Sales Sales Planning Admin • Enable and disable Sales Planning features
Planning
• Create, read, update, and delete sales plans
Process data as the • Share and publish sales plans
OAuth user
• Determine whether to designate others as co-administrators
Manage sales plans Sales Planning Ops Manager • Create, read, update, and delete sales plans
• Add and manage assignment objects
• Add and manage allocation metrics
• Share and publish sales plans
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Teammate’s Goal Required Permission Set Authority That the Permission Set Provides
Edit or view specific Sales Planning Ops Analyst For editors:
areas in hierarchies • Create, share, and view hierarchy nodes and their descendents
• Update assignments and allocations
For viewers:
• View hierarchy nodes and their descendents
• View assignments and allocations
SEE ALSO:
Salesforce Help: Establishing User Permissions for Sales Planning (can be outdated or unavailable during release preview)

Keep your reps focused on the records that fall within the boundaries that they own. Assign boundaries such as countries, states, or
postal codes to your reps in Sales Planning.
How: Sales managers or operations managers add the boundaries that best align with company goals.
They select the boundaries to assign and the hierarchy nodes that they want to apply assignments to. Then they specify an assignment
method and how to prioritize the assignments.
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SEE ALSO:
Salesforce Help: Assign Boundaries to Your Reps (can be outdated or unavailable during release preview)

Start your sales planning routine with an easier setup experience, work with the latest data and boundaries from Salesforce, and manage
boundaries at any hierarchical level in Sales Planning.
How: Planning your sales strategy just got easier. Here’s how.
• Get a jump start on planning when you add assignment objects and select from their common fields that make your sales plans
effective.
• Plan your sales strategy using the most recent data for assignment objects. You specify which assignment objects’ data to refresh.
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• Add and update boundaries at any level within sales plan hierarchies. Select a boundary type for each country that’s within your
sales plan.
SEE ALSO:
Salesforce Help: Specify the Kinds of Records to Assign (can be outdated or unavailable during release preview)
Salesforce Help: Refresh Data Sources for Continual Sales Plan Optimization (can be outdated or unavailable during release preview)
Salesforce Help: Assign Boundaries to Your Reps (can be outdated or unavailable during release preview)
Salesforce Maps
Experience dramatically improved plotting for high-volume data such as ArcGIS Online layers and complex shape layers when you test
drive the new Salesforce Maps framework.
Get a Sneak Peek at the Improved Salesforce Maps Framework

Experience dramatic performance improvements when plotting high-volume data including ArcGIS Online layers and complex
shape layers on the map. And give your reps access to a modern and robust list view experience. It’s just the beginning of a series
of noticeable improvements coming your way.
450
Salesforce Spring ’24 Release Notes Email, Calendar, and Integrations
Get a Sneak Peek at the Improved Salesforce Maps Framework

Experience dramatic performance improvements when plotting high-volume data including ArcGIS Online layers and complex shape
layers on the map. And give your reps access to a modern and robust list view experience. It’s just the beginning of a series of noticeable
improvements coming your way.
Where: This change applies to Lightning Experience and Salesforce Classic in Professional, Enterprise, Unlimited, and Developer editions.
How: To experience the new framework, follow these setup requirements.
Environment Setup Requirement

Production In Salesforce Maps permission groups, select Preview Enhanced User Experience. If you want to revert to the
original experience, clear the option and then save your changes.
Sandbox Salesforce Maps permission groups come with Preview Enhanced User Experience selected. If you want to
revert to the original experience, clear the option and then save your changes.
It’s important to know that for Spring ’24, the preview for the new framework is an option. But effective Summer ’24, the new framework
becomes the standard and only experience for all customers.

See a new view of suggested time slots for meetings. Learn about upcoming product retirements.

Now we suggest associations for you, so all you have to do is click to log the email or event.
Email Experience
Time slots for an email meeting invite have a new look.
Salesforce Inbox
Check out the latest improvements to Salesforce Inbox.
Salesforce for Outlook (Retiring)
Full product retirement for Salesforce for Outlook is scheduled for June 2024. If you’re sticking with Salesforce for Outlook for now,
you can access past release notes about the current version from the Trailblazer Community.

Now we suggest associations for you, so all you have to do is click to log the email or event.
Log Emails and Events More Accurately and Quickly

Email and event logging for the Outlook and Gmail integration is newly streamlined for users without EAC. It’s faster to accept
suggestions than create your own associations. Now when a rep sends or receives an email, or logs an event, we propose which
people and records to associate with. We also show attachment info for emails, and log those attachments by default.
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Log Emails and Events More Accurately and Quickly

Email and event logging for the Outlook and Gmail integration is newly streamlined for users without EAC. It’s faster to accept suggestions
than create your own associations. Now when a rep sends or receives an email, or logs an event, we propose which people and records
to associate with. We also show attachment info for emails, and log those attachments by default.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Unlimited, and Developer
editions.
How: For inbound emails, the sales rep accepts the suggestions (1) or makes edits (2) before logging.
For outbound emails, reps click Log on Send (1) and then send the email to use the associations that were created. Or, they can make
edits (2) to the associations first, and then click Log on Send and send the email.
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Attachment info is shown and we log attachments by default.
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SEE ALSO:
Salesforce Help: View and Work with Salesforce Data in Outlook and Gmail (can be outdated or unavailable during release preview)
Email Experience
Time slots for an email meeting invite have a new look.
Time Slots for Suggested Meeting Times Have a New Look

When a sales rep’s email includes suggested meeting times, the possible time slots are shown as rectangles. The person opening
the email clicks a time slot to select that meeting time. The time slots have an updated look and are more efficient to generate.
Time Slots for Suggested Meeting Times Have a New Look

When a sales rep’s email includes suggested meeting times, the possible time slots are shown as rectangles. The person opening the
email clicks a time slot to select that meeting time. The time slots have an updated look and are more efficient to generate.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Unlimited, and Developer editions with
Enhanced Email enabled.
Who: Users with the Inbox Included or Sales Engagement User Included user permission, available with a Sales Engagement, Sales Cloud
Einstein, or Inbox license, can use this feature.
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How: Here’s the updated look email recipients see when getting an email with meeting time suggestions.
SEE ALSO:
Salesforce Help: Considerations for Insert Availability in Lightning Experience Desktop (can be outdated or unavailable during release
preview)
Salesforce Inbox
Check out the latest improvements to Salesforce Inbox.
Salesforce Inbox Mobile

Learn about the latest features and enhancements to Inbox mobile in Salesforce Help.
Inbox mobile is being retired on February 1, 2024.
Salesforce Inbox Mobile

Learn about the latest features and enhancements to Inbox mobile in Salesforce Help.
• Inbox Mobile for iOS
• Inbox Mobile for Android

Inbox mobile is being retired on February 1, 2024.
When: Full product retirement for Inbox mobile is scheduled for February 1, 2024.
Why: Replace Inbox mobile with Outlook and Gmail integration with inbox on desktop to access most of the Salesforce Inbox features.
On mobile, use the Salesforce mobile application to access Salesforce records, with more exciting functionality coming in a future release.
For automatic email tracking, Einstein Activity Capture can also be used.
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Salesforce Spring ’24 Release Notes Sales Cloud Everywhere
How: As of February 1, 2024, you can’t access or use Inbox mobile.
SEE ALSO:
Knowledge Article: Salesforce Inbox Mobile App Retirement
Salesforce for Outlook (Retiring)

Full product retirement for Salesforce for Outlook is scheduled for June 2024. If you’re sticking with Salesforce for Outlook for now, you
can access past release notes about the current version from the Trailblazer Community.
Salesforce for Outlook Is Being Retired in June 2024

Full product retirement for Salesforce for Outlook is scheduled for June 2024. For the latest integration with Microsoft Outlook, we
recommend moving to our next-generation products, the Outlook integration and Einstein Activity Capture. These products replace
Salesforce for Outlook features and give users new capabilities. We continue to introduce enhancements for these products every
release.
Salesforce for Outlook Is Being Retired in June 2024

Full product retirement for Salesforce for Outlook is scheduled for June 2024. For the latest integration with Microsoft Outlook, we
recommend moving to our next-generation products, the Outlook integration and Einstein Activity Capture. These products replace
Salesforce for Outlook features and give users new capabilities. We continue to introduce enhancements for these products every release.
How: When Salesforce for Outlook is retired, it will no longer sync contacts, events, or tasks. Admins and users also lose access to Salesforce
for Outlook features, such as the side panel.
SEE ALSO:
Knowledge Article: Salesforce for Outlook Retirement
Salesforce Help: Move from Salesforce for Outlook to the Next-Generation Products (can be outdated or unavailable during release
preview)
Trailblazer Community: Salesforce for Outlook Release Notes

As sales reps search for prospects on the internet, the Sales Cloud Everywhere Chrome extension keeps up with their web investigations.
Reps can update prospect and customer info and create records. They can use the grid-like view of their data in Workspace to manage
deals. They can create their own Workspace tabs to customize the data they see. In the To Do list, sorting options, additional filters, and
enhanced search functionality ensure a rep is focused on their most important tasks.
Set Up Salesforce Everywhere More Easily

Enabling Sales Cloud Everywhere is easier than ever because it now has a separate enablement section
Stay Logged In to Sales Cloud Everywhere
Salesforce maintains an ongoing session for all users of Sales Cloud Everywhere, increasing productivity by avoiding frequent logouts.
Previously, only users logging in to Everywhere with a Gmail account could maintain a session longer than the timeout settings.
Now, users of Sales Cloud Everywhere are logged out only when they close their browser or log out manually.
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Keep Productivity at Hand with the Embedded Side Panel for Everywhere
Chrome browser users access Sales Cloud Everywhere as an embedded part of their browser. The Everywhere side panel is always
available, and its width can be adjusted. Previously, the extension was available as a separate window only.
Work Efficiently with Sales Cloud Everywhere
Switch among your most frequent work tasks with a navigation menu, check alerts, prospect for new customers, and work on current
deals without returning to Home first. See the activity timeline and all related lists for a record. Adding a record to a cadence takes
one click. And you can now easily take action, work with your key fields, and see related records all on one record page.
Follow Up on Companies of Interest with Contextual Insights
While looking for future customers, your sales reps research companies on the internet. Now your company’s Salesforce database
can keep up with the sales research by checking the website they’re viewing and seeing if info on that company is available. When
a match occurs with data in Salesforce, reps can view what’s saved or see additional matches and suggestions. Or, reps can add the
company as a new account to keep pursuing them as a potential customer.
Update Data for Many Records in Workspace
Save time by updating the same field in multiple records simultaneously.
Set Up Salesforce Everywhere More Easily

Enabling Sales Cloud Everywhere is easier than ever because it now has a separate enablement section
Where: This change applies to Lightning Experience in Performance, Unlimited, and Enterprise editions.
How: From Setup, in the Quick Find box, enter Gmail Integration, and then click Gmail Integration and Sync. Enable the
setting Use Salesforce Across the Web.
SEE ALSO:
Salesforce Help: Enable and Disable the Salesforce Everywhere Chrome Extension (can be outdated or unavailable during release
preview)
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Stay Logged In to Sales Cloud Everywhere

Salesforce maintains an ongoing session for all users of Sales Cloud Everywhere, increasing productivity by avoiding frequent logouts.
Previously, only users logging in to Everywhere with a Gmail account could maintain a session longer than the timeout settings. Now,
users of Sales Cloud Everywhere are logged out only when they close their browser or log out manually.
SEE ALSO:
preview)
Chrome browser users access Sales Cloud Everywhere as an embedded part of their browser. The Everywhere side panel is always
available, and its width can be adjusted. Previously, the extension was available as a separate window only.
How: Open Sales Cloud Everywhere from the side panel icon , from the pinned Salesforce icon on the browser toolbar , or by
using the keyboard shortcut Ctrl+e (Windows) or Cmd+e (Mac).
Click and drag the divider to widen and narrow the Everywhere extension side panel.
SEE ALSO:
Salesforce Help: View and Create Records in Sales Cloud Everywhere (can be outdated or unavailable during release preview)
preview)
458
Work Efficiently with Sales Cloud Everywhere

Switch among your most frequent work tasks with a navigation menu, check alerts, prospect for new customers, and work on current
deals without returning to Home first. See the activity timeline and all related lists for a record. Adding a record to a cadence takes one
click. And you can now easily take action, work with your key fields, and see related records all on one record page.
SEE ALSO:
Salesforce Help: View and Create Records in Sales Cloud Everywhere (can be outdated or unavailable during release preview)
preview)
Follow Up on Companies of Interest with Contextual Insights

While looking for future customers, your sales reps research companies on the internet. Now your company’s Salesforce database can
keep up with the sales research by checking the website they’re viewing and seeing if info on that company is available. When a match
occurs with data in Salesforce, reps can view what’s saved or see additional matches and suggestions. Or, reps can add the company as
a new account to keep pursuing them as a potential customer.
How: In Lightning Experience, contextual insights are in the Sales Cloud Everywhere Chrome extension side panel. In Salesforce Outlook
or Gmail integrations, users see contextual insights in the email application pane.
First, admins enable Gmail integration and turn on Use Salesforce Across the Web. Then admins ask the reps to install the extension.
The contextual insights feature appears automatically. To start contextual insights, reps enable it.
As soon as it’s enabled, Salesforce examines the active website while the rep uses the internet.
If the company matches a Salesforce account, the rep views the details in the Salesforce database.
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If information about a company is found, but doesn’t match a Salesforce account, add it to Salesforce. Then reps can do further follow-up.
If no company information is found, the rep creates an account from scratch if they want to do further follow-up.
A rep can pause and resume contextual insights at any time.
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Note: The contextual insights feature is supported in English only.
SEE ALSO:
Salesforce Help: Follow Up on Companies of Interest with Contextual Insights in the Sales Cloud Everywhere Chrome Extension (can
be outdated or unavailable during release preview)
preview)
Update Data for Many Records in Workspace

Save time by updating the same field in multiple records simultaneously.
How: In your workspace, select up to 20 rows. In this example, we chose the four rows for the Boy Scouts of the Southwest account.
You want to make the close date the same for all the opportunities. Change the field value in one row and press Enter. The field in every
selected row changes to that new value.
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Salesforce Spring ’24 Release Notes Salesforce Meetings
After you’re done changing the value, click the unselect icon above the row selection boxes. Unselecting the rows prevents accidental
data changes.
SEE ALSO:
Salesforce Help: Quickly Update Multiple Records in Sales Cloud Everywhere with Workspace (can be outdated or unavailable during
release preview)
preview)
Salesforce Meetings
Use Salesforce Meetings to enhance your interactions with prospects and customers. Ensure everyone is aligned before a meeting starts
by seeing valuable meeting information with the Meeting Digest.
Set Up Meeting Options More Easily in Sales Engagement Setup

New options in Sales Engagement Setup help you make the most of your meetings.
Meeting Studio is being retired with Spring ’24.
Set Up Meeting Options More Easily in Sales Engagement Setup

New options in Sales Engagement Setup help you make the most of your meetings.
Why: Sales Engagement features work with related functionality in Salesforce, such as inserting suggested meeting times in an email
and using Salesforce Meetings.
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Salesforce Spring ’24 Release Notes Other Changes in the Sales Cloud
When Salesforce suggests meeting times to include in an email, meeting availability (1) determines what times are suggested. Make
sure your users set their availability.
Note: Using this feature requires Inbox.
With Salesforce Meetings, you see the Meeting Digest tab on the event detail record. Use the features in the Meeting Digest component
(2) to prepare yourself and your teammates before a meeting or event. The component is added automatically if the event detail record
page isn’t customized.

Meeting Studio is being retired with Spring ’24.
When: Full product retirement for Meeting Studio is scheduled for Spring ’24.
How: With Spring ’24, you can’t access or use Meeting Studio. Replace Meeting Studio with other video conferencing tools, such as
Google Meet, Microsoft Teams, Zoom, and WebEx.
Your Salesforce data isn’t impacted because it’s not stored or captured in Meeting Studio. Meeting Digest is still supported.
SEE ALSO:
Salesforce Help: Engage with Customers and Prospects Using Meeting Studio (can be outdated or unavailable during release preview)
Knowledge Article: Meeting Studio Retirement

Learn about other changes we’ve made for Spring ’24.

To support new Marketing features in Salesforce, the classic app called Marketing was renamed to Marketing CRM Classic. The app
still provides access to CRM objects such as leads and campaigns and is accessible through the App Launcher.
Social Accounts, Contacts, and Leads Was Retired
Social Accounts, Contacts, and Leads was retired. To continue showing social profiles in Salesforce, find apps on AppExchange.
After the New Order Save Behavior is enabled, whenever an order product update causes a change to the parent order, Salesforce
runs custom application logic. Previously, in this scenario, Salesforce didn’t correctly evaluate custom application logic on the parent
record.

To support new Marketing features in Salesforce, the classic app called Marketing was renamed to Marketing CRM Classic. The app still
provides access to CRM objects such as leads and campaigns and is accessible through the App Launcher.
Where: This change applies to all editions except Starter. It’s available in Salesforce Classic and Lightning Experience.
Social Accounts, Contacts, and Leads Was Retired

Social Accounts, Contacts, and Leads was retired. To continue showing social profiles in Salesforce, find apps on AppExchange.
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Salesforce Spring ’24 Release Notes Salesforce CMS
SEE ALSO:
AppExchange

After the New Order Save Behavior is enabled, whenever an order product update causes a change to the parent order, Salesforce runs
custom application logic. Previously, in this scenario, Salesforce didn’t correctly evaluate custom application logic on the parent record.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Unlimited, and Developer editions.
When: This update was first available in Winter ’20 and is enforced in Winter ’25. To get the major release upgrade date for your instance,
go to Trust Status, search for your instance, and click the maintenance tab.
How: To review this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates.
After the New Order Save Behavior is enabled, whenever an order product update causes a change to the parent order, Salesforce runs
custom application logic. Custom application logic consists of validation rules, Apex triggers and classes, workflow rules, and flows.
Previously, in this scenario, Salesforce didn't correctly evaluate custom application logic on the parent record.
Packages with orders created before Winter ’21 don't support the New Order Save Behavior release update by default. If you use a
package involving orders, wait for confirmation from your package provider before enabling the release update.
Salesforce CMS
Schedule Content to Publish and Unpublish in Enhanced CMS Workspaces

Create schedules for your Salesforce CMS content to publish and unpublish on designated dates and at specific times. With content
publication schedules, you can manage the content lifecycle more conveniently, without manually publishing and unpublishing
each piece of content immediately. The workflow to publish or unpublish immediately or schedule content is now streamlined into
one process.
Preview Content in Enhanced CMS Workspaces
Preview CMS content on your enhanced LWR site to see how it appears for site visitors. From your enhanced CMS workspace, preview
news, image, and document content types at any time, before or after you publish. Change the preview device to see your content
on desktop or mobile devices.
Work Smarter with Upgrades to CMS Workflows
To make your processes more flexible, you can now cancel a running workflow in your enhanced CMS workspaces. From the settings
dropdown on the Workflows component, select Cancel. After you cancel the current workflow, you can start a new one. Also, you
can now start workflows from the content variant list view in the Digital Experiences app.
Schedule Content to Publish and Unpublish in Enhanced CMS Workspaces

Create schedules for your Salesforce CMS content to publish and unpublish on designated dates and at specific times. With content
publication schedules, you can manage the content lifecycle more conveniently, without manually publishing and unpublishing each
piece of content immediately. The workflow to publish or unpublish immediately or schedule content is now streamlined into one
process.
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Salesforce Spring ’24 Release Notes Preview Content in Enhanced CMS Workspaces
How: From the content detail page, click Publish or Unpublish. Then choose to publish or unpublish now, or create a publication
schedule. View and manage content publication schedules from the enhanced CMS workspace Publication Calendar tab or the Publication
Activity tab on the content detail page.
Preview Content in Enhanced CMS Workspaces

Preview CMS content on your enhanced LWR site to see how it appears for site visitors. From your enhanced CMS workspace, preview
news, image, and document content types at any time, before or after you publish. Change the preview device to see your content on
desktop or mobile devices.
How: To preview content, add your enhanced LWR site as a channel to your enhanced CMS workspace, and then configure a CMS
Content Page on the site. To give workspace contributors access to preview, add them as site contributors.
SEE ALSO:
Salesforce Help: Preview Salesforce CMS Content on Your Site (can be outdated or unavailable during release preview)
Work Smarter with Upgrades to CMS Workflows

To make your processes more flexible, you can now cancel a running workflow in your enhanced CMS workspaces. From the settings
dropdown on the Workflows component, select Cancel. After you cancel the current workflow, you can start a new one. Also, you can
now start workflows from the content variant list view in the Digital Experiences app.
Salesforce Flow
Flow Integration
MuleSoft Composer for Salesforce makes it easy to integrate data from any system with clicks and invoke processes in any flow.
When you create a secure process to connect the information stored in different systems, you build a real-time, integrated view of
your customers and business.
Flow Builder
Send data to Data Cloud with flows. Create multiple instances of fields with the new Repeater screen component. Transform data
in new ways with data aggregation. Debug Data Cloud-triggered flows. Help your users create automations with the Flow Lightning
app. Manage your MuleSoft Anypoint Platform Connection (beta).
Flow Orchestration
Control who to run a background or MuleSoft step as. Use Flow Orchestration custom reports. Disable default email notifications to
people who have been assigned work items and send custom notifications.
Flow Integration
MuleSoft Composer for Salesforce makes it easy to integrate data from any system with clicks and invoke processes in any flow. When
you create a secure process to connect the information stored in different systems, you build a real-time, integrated view of your customers
and business.
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Salesforce Spring ’24 Release Notes Flow Builder
Where: MuleSoft Composer for Salesforce is available for an extra cost in Enterprise, Performance, and Unlimited editions that have
enabled Lightning Experience.
For Composer release notes and help, see MuleSoft Composer for Salesforce.
Flow Builder
Send data to Data Cloud with flows. Create multiple instances of fields with the new Repeater screen component. Transform data in
new ways with data aggregation. Debug Data Cloud-triggered flows. Help your users create automations with the Flow Lightning app.
Manage your MuleSoft Anypoint Platform Connection (beta).

Send data to Data Cloud with flows. Verify API connections with HTTP Callout. Create multiple instances of fields with the new
Repeater screen component. Transform data in new ways with data aggregation. In screen flows, use Display Text and Long Text
area components to react to changes on the same screen at run time. And use text templates to react to changes on the same screen
at run time. Validate the values that a user enters, and provide error messages for more screen flow components.
Flow Testing and Debugging
Debug Data Cloud-Triggered flows in Flow Builder.
Flow Runtime
Search a data table multiple times without worrying about losing your previous selections.
Flow and Process Management
Get an overview of flow version and flow occurrence performance for segment-triggered flows. Migrate more processes to flows.
Delete workflow rules from managed packages. Identify which flows contain email alerts.
Flow Extensions
Manage your MuleSoft Anypoint Platform Connection (beta). Enter custom user input validations for screen extension components.
Map unsupported media types to supported media types in MuleSoft Services.
Salesforce Flow has several release updates that are scheduled to be enforced in future releases.

Send data to Data Cloud with flows. Verify API connections with HTTP Callout. Create multiple instances of fields with the new Repeater
screen component. Transform data in new ways with data aggregation. In screen flows, use Display Text and Long Text area components
to react to changes on the same screen at run time. And use text templates to react to changes on the same screen at run time. Validate
the values that a user enters, and provide error messages for more screen flow components.

Use actions to send data from a flow to Data Cloud through Ingestion API without writing any code. For example, use the Send Data
to Data Cloud action in a flow to create an automation that automatically sends archival data to Data Cloud, or use it in a screen flow
that sends engagement data directly to Data Cloud.
When configuring the API response for a new HTTP Callout, you now have the option to choose Connect for Schema. Selecting
Connect for Schema establishes a connection to the API endpoint and retrieves an accurate, real-time sample response body. The
response from the selected system is then used to automatically configure the HTTP Callout.
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Create Multiple Instances of a Set of Fields with the New Repeater Component (Beta)
Add a set of components to a screen, and enable your users to duplicate the set of components at run time with the new Repeater
component. For example, use a Repeater component to collect information about beneficiaries on an insurance policy. When a user
runs the flow and reaches the screen, the user can add as many beneficiaries as needed. You can then loop through and save the
list of beneficiaries to use later in the flow.
Sum or Count Items in Collections More Easily with the Transform Element (Beta)
Transform collections of data between flow resources with the Transform element in Flow Builder. The Transform element includes
some changes since the last release. Now you can aggregate data from a source collection to calculate the sum or count of items
in that collection and assign the result to a target data field. You can also enter a fixed value for a target data field.
Use More Components to React to Changes on the Same Screen (Generally Available)
Configure a Display Text component or a Long Text component to react to changes in other components on the same screen. For
example, you can have a Currency component, where a user enters the wholesale cost of an item, and a Display Text component
that calculates the retail price of the item from the wholesale price. Each time the user updates the wholesale cost, the flow updates
the displayed retail cost. This feature, now generally available, includes visual enhancements added since the previous release. For
example, decimal places, commas, currency symbols, and date formats are displayed correctly at run time.
Use Text Templates to React to Changes on the Same Screen
Text Template resources that reference the output of a component on the same screen can now respond in real time to changes in
the output. For example, consider a Text Template resource that references the output of a Name component on the same screen.
If you include the Text Template in a Display Text component, the flow updates the displayed text each time the user changes the
Name component at run time.
Validate User Input for More Screen Components
You can now validate the values that a user enters for more screen flow components, including Name, Address, and Data Table. You
can also provide error messages to guide the user when a validation error occurs. Components that render choice resources, such
as the Radio Buttons component, don’t support input validation.
Wait for Engagement Events in Segment-Triggered Flows with the Wait Until Event Element
With the new Wait Until Event element, you can resume flows based on email and SMS engagements. For example, you can resume
a flow when a user opens an email or SMS, or clicks a specific link.
Select whether to run event-triggered flows as the user that triggered the flow or as your org’s specified default workflow user. If
you select the default workflow user, any changes triggered by the flow are attributed to the default workflow user, regardless of
who triggered the flow.
Save the Progress of Your Flow as You Build Expanded to More Elements
With this update, you can save your flow at any point in the building process without finishing the configuration for all elements
except for Screens and Action. Required values don’t need to be completed. Errors that previously prevented you from saving your
flow are now warnings.
Find and Select Flow Resources More Easily in More Elements
With this update, Flow Builder extends the enhanced resource selection experience beyond Create Records to the Delete Records,
Get Records, and Update Records elements. The improved grouping makes it easier for you to scroll through and find the resources
that you need. User-friendly labeling for resources enables faster troubleshooting.
Use Flow Builder actions to consume predictions from your AI models. When the model is activated, the scoring of records and the
outputs provide actionable insights that you can use for decision-making.
467

Use actions to send data from a flow to Data Cloud through Ingestion API without writing any code. For example, use the Send Data to
Data Cloud action in a flow to create an automation that automatically sends archival data to Data Cloud, or use it in a screen flow that
sends engagement data directly to Data Cloud.
How: First, create and configure Ingestion API connectors in Data Cloud. Next, add a Send to Data Cloud action to your flow. A unique
invocable action is provided for each Ingestion API connector schema.

When configuring the API response for a new HTTP Callout, you now have the option to choose Connect for Schema. Selecting Connect
for Schema establishes a connection to the API endpoint and retrieves an accurate, real-time sample response body. The response from
the selected system is then used to automatically configure the HTTP Callout.
How: In Flow Builder, add the Action element, then click Create HTTP Callout. Name and select the named credential that authorizes
the connection between Salesforce and the API. Configure the HTTP callout method and details for the invocable action. Then select
Connect for Schema and click Next. To create a real-time call to the system selected, click Connect.
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SEE ALSO:
Salesforce Help: Configure an HTTP Callout Action
Create Multiple Instances of a Set of Fields with the New Repeater Component (Beta)
Add a set of components to a screen, and enable your users to duplicate the set of components at run time with the new Repeater
component. For example, use a Repeater component to collect information about beneficiaries on an insurance policy. When a user
runs the flow and reaches the screen, the user can add as many beneficiaries as needed. You can then loop through and save the list of
beneficiaries to use later in the flow.
469
(In case the "Agreements and Terms" link doesn't work when you copy and paste into Oxygen, it's
https://www.salesforce.com/company/legal/agreements/)
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited,
and Developer editions. It’s supported only in Lightning runtime for flows.
How: In Flow Builder, create a screen flow. Then, add a Screen element to the flow that includes a Repeater component. Add child
components to the Repeater component. For example, to collect the first name, last name, date of birth, and relationship for a beneficiary
on an insurance policy, add Text, Date, and Picklist components to a Repeater component.
After the Screen element, add a Loop element to loop through and save the list of beneficiaries in a variable that you can use elsewhere
in the flow. For example, you can use the variable to create a Contact record for each beneficiary.
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Save and run the flow.
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The Repeater component supports these child components: Checkbox, Checkbox Group, Currency, Date, Date & Time, Long Text Area,
Multi-Select Picklist, Number, Password, Picklist, Radio Buttons, Text, and Display Text
Sum or Count Items in Collections More Easily with the Transform Element (Beta)
Transform collections of data between flow resources with the Transform element in Flow Builder. The Transform element includes some
changes since the last release. Now you can aggregate data from a source collection to calculate the sum or count of items in that
collection and assign the result to a target data field. You can also enter a fixed value for a target data field.
Why: The Transform element can count the number of items in a source collection. For example, let’s say you create a flow that retrieves
company data from an external system. The external data includes company locations and the number of employees per location. In
the flow, you add and configure the Transform element to count the number of company locations.
And you configure the Transform element to calculate the sum of employees per company location.
Previously, you used the Assignment element to calculate the number of locations. You used the Loop and Assignment elements to
calculate the sum of employees per company location.
How: To start calculating the sum or count of items in a collection in Flow Builder, add the Transform element to the flow canvas.
SEE ALSO:
Salesforce Help: Transform Data in a Flow (Beta) (can be outdated or unavailable during release preview)
Salesforce Help: Flow Element: Transform (Beta) (can be outdated or unavailable during release preview)
Use More Components to React to Changes on the Same Screen (Generally Available)
Configure a Display Text component or a Long Text component to react to changes in other components on the same screen. For
example, you can have a Currency component, where a user enters the wholesale cost of an item, and a Display Text component that
calculates the retail price of the item from the wholesale price. Each time the user updates the wholesale cost, the flow updates the
displayed retail cost. This feature, now generally available, includes visual enhancements added since the previous release. For example,
decimal places, commas, currency symbols, and date formats are displayed correctly at run time.
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How: In Flow Builder, create a screen flow and add the Display Text or Long Text component to a screen. In the configuration pane,
reference the output of another component on the same screen. Save and run the flow.
SEE ALSO:
Salesforce Help: Reactive Screen Flow Components (can be outdated or unavailable during release preview)
Salesforce Help: Make Your Screen Flows Reactive (can be outdated or unavailable during release preview)
Use Text Templates to React to Changes on the Same Screen

Text Template resources that reference the output of a component on the same screen can now respond in real time to changes in the
output. For example, consider a Text Template resource that references the output of a Name component on the same screen. If you
include the Text Template in a Display Text component, the flow updates the displayed text each time the user changes the Name
component at run time.
How: In Flow Builder, create a screen flow and use a Text Template resource on a screen that references the output of a component on
the same screen. Save and run the flow.
SEE ALSO:
Salesforce Help: Reactive Screen Flow Components (can be outdated or unavailable during release preview)
Salesforce Help: Make Your Screen Flows Reactive (can be outdated or unavailable during release preview)
Validate User Input for More Screen Components

You can now validate the values that a user enters for more screen flow components, including Name, Address, and Data Table. You
can also provide error messages to guide the user when a validation error occurs. Components that render choice resources, such as
the Radio Buttons component, don’t support input validation.
How: In Flow Builder, create a screen flow and add a component to a screen. In the configuration pane, expand the Validate Input section
and fill in the fields.
SEE ALSO:
Salesforce Help: Validate User Input on Flow Screens (can be outdated or unavailable during release preview)
Wait for Engagement Events in Segment-Triggered Flows with the Wait Until Event Element
With the new Wait Until Event element, you can resume flows based on email and SMS engagements. For example, you can resume a
flow when a user opens an email or SMS, or clicks a specific link.
edition.
473
How: Open a segment-triggered flow in Flow Builder, then add a Wait Until Event element to the canvas. In the element’s properties
panel, select the event you want to monitor, which action and engagement resumes the flow, and configure the wait element’s timeout
path.

Select whether to run event-triggered flows as the user that triggered the flow or as your org’s specified default workflow user. If you
select the default workflow user, any changes triggered by the flow are attributed to the default workflow user, regardless of who
triggered the flow.
How: In the Start element of an event-triggered flow, expand the Advanced Settings section and select who to run the flow as. Running
as the default workflow user can help if your flows fail due to mixing callouts and DML operations.
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Save the Progress of Your Flow as You Build Expanded to More Elements
With this update, you can save your flow at any point in the building process without finishing the configuration for all elements except
for Screens and Action. Required values don’t need to be completed. Errors that previously prevented you from saving your flow are
now warnings.
editions.
How: In Flow Builder, open an existing flow. Add any element except a Screen or Action. Start configuring the element. Field changes
can be performed individually rather than in bulk for continuous editing. To undo your changes one at a time, click (1). Don’t finish
configuring your new element. To keep your changes and return to the canvas, click (2).
When you return to the canvas, your element that isn’t fully configured is identified with the new error icon (3). Save your work (4).
Your flow is saved, despite errors that would have previously prevented saving. Now you receive warnings instead. Click (5) to view
the warnings.
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Find and Select Flow Resources More Easily in More Elements

With this update, Flow Builder extends the enhanced resource selection experience beyond Create Records to the Delete Records, Get
Records, and Update Records elements. The improved grouping makes it easier for you to scroll through and find the resources that you
need. User-friendly labeling for resources enables faster troubleshooting.
editions.
How: Open an existing flow, and then open or create an Update Records element. Click in the Record or Record Collection field.
Resource grouping now displays automatic outputs and variables with user-friendly labels under the elements in which they’re created.
To open a pill, click in a populated record, record collection, or resource field.
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Your resource opens in context with a checkmark next to the selected item.

Use Flow Builder actions to consume predictions from your AI models. When the model is activated, the scoring of records and the
outputs provide actionable insights that you can use for decision-making.
How: Open an autolaunched flow in Flow Builder, then add an action that invokes the model endpoint.
SEE ALSO:
Flow Testing and Debugging

Debug Data Cloud-Triggered flows in Flow Builder.
477

Test your flow’s behavior and troubleshoot issues with the new Data Cloud-Triggered flow debug tool in Flow Builder. The debug
tool lets you select an existing Data Cloud record to test for specific conditions without affecting your actual records.

Test your flow’s behavior and troubleshoot issues with the new Data Cloud-Triggered flow debug tool in Flow Builder. The debug tool
lets you select an existing Data Cloud record to test for specific conditions without affecting your actual records.
How: Open a Data Cloud-Triggered flow in Flow Builder and click Debug. From there, select a triggering Data Cloud record, and then
run the debugger.
Flow Runtime
Search a data table multiple times without worrying about losing your previous selections.
Maintain Your Previous Selections When You Search a Data Table

When a user searches in the Data Table component and selects a record, the Data Table component preserves the selection even if
the user searches again. The user must deselect the value to remove it from the list of selected values. If you pass the selected value
to another component, the other component retains the value unless the user deselects it in the Data Table component. Previously,
the Data Table component cleared the user’s selection after each search.
Maintain Your Previous Selections When You Search a Data Table

When a user searches in the Data Table component and selects a record, the Data Table component preserves the selection even if the
user searches again. The user must deselect the value to remove it from the list of selected values. If you pass the selected value to
another component, the other component retains the value unless the user deselects it in the Data Table component. Previously, the
Data Table component cleared the user’s selection after each search.
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Flow and Process Management

Get an overview of flow version and flow occurrence performance for segment-triggered flows. Migrate more processes to flows. Delete
workflow rules from managed packages. Identify which flows contain email alerts.
View Performance Details for Segment-Triggered Flows

View error statistics and information in a segment-triggered flow’s flow version and flow occurrence page. From there, you can scan
through errors and identify problem areas.
Migrate Even More Processes with the Updated Migrate to Flow Tool
The Migrate to Flow tool now supports partial migration for most actions. At a minimum, you can partially migrate all actions except
for invocable actions. The migration results identify which actions need further configuration in Flow Builder for your migration to
be complete.
Delete Workflow Rules from Managed Packages
With this new capability, migrating to flow is even easier for independent software vendor (ISV) partners. After migrating to flow,
ISVs can delete workflow rules from first-generation (1GP) and second-generation (2GP) managed packages.
With this update, you can see which flows use an email alert. A new category in Email Alerts Setup displays this information.
We removed the per-org usage-based limit for paused and waiting flow interviews. The amount of Salesforce storage available to
your org can still limit the number of paused and waiting flow interviews stored. If you need more data storage, contact Salesforce.
View Performance Details for Segment-Triggered Flows

View error statistics and information in a segment-triggered flow’s flow version and flow occurrence page. From there, you can scan
through errors and identify problem areas.
edition.
How: On the Flows list view, select a flow. Next, select a specific flow version or flow occurrence. From the flow version or flow occurrence
page, select the Performance tab. The Performance tab shows any errors the flow version or occurrence encountered, the last time each
error happened, and how many times each error occurred.
Migrate Even More Processes with the Updated Migrate to Flow Tool
The Migrate to Flow tool now supports partial migration for most actions. At a minimum, you can partially migrate all actions except for
invocable actions. The migration results identify which actions need further configuration in Flow Builder for your migration to be
complete.
How: From Setup, in the Quick Find box, enter Migrate to Flow, and then select Migrate to Flow. Select the process that you
want to convert into a flow, and click Migrate to Flow. Select the criteria that you want to migrate (1). The Migrateable column indicates
if the process is partially migrateable (2). Then click Migrate to Flow. When the migration is complete, click Needs Review to see the
list of actions that require additional configuration (3).
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Delete Workflow Rules from Managed Packages

With this new capability, migrating to flow is even easier for independent software vendor (ISV) partners. After migrating to flow, ISVs
can delete workflow rules from first-generation (1GP) and second-generation (2GP) managed packages.
SEE ALSO:
Developer Documentation: Second-Generation Managed Packages (can be outdated or unavailable during release preview)

With this update, you can see which flows use an email alert. A new category in Email Alerts Setup displays this information.
How: From Setup, in the Quick Find box, enter Email Alerts, and then select Email Alerts. Click the link for a specific email alert.
If used in a flow, the Flows Using This Email Alert section is populated, including version, description, and object. You can also see if the
flow is active.
480

We removed the per-org usage-based limit for paused and waiting flow interviews. The amount of Salesforce storage available to your
org can still limit the number of paused and waiting flow interviews stored. If you need more data storage, contact Salesforce.
SEE ALSO:
Salesforce Help: Data and File Storage Allocations (can be outdated or unavailable during release preview)
Flow Extensions
Manage your MuleSoft Anypoint Platform Connection (beta). Enter custom user input validations for screen extension components.
Map unsupported media types to supported media types in MuleSoft Services.
Manage Your MuleSoft Anypoint Platform Connection (Beta) in MuleSoft Services

Configure a secure connection with MuleSoft directly from the MuleSoft Services Setup page. Establishing this connection enables
MuleSoft to publish MuleSoft assets to Salesforce, creating the entities necessary to invoke those assets.
Use Custom Input Validations with Screen Extension Components
Enter custom user input validations for your screen extension components in a Flow Screen. Previously, only some screen components
in Screen Element supported custom input validations. Now, all do. Customize the error message that appears if the user enters an
invalid value and define the values allowed for the components using a formula.
Use Media Type Mapping Options for Importing APIs with MuleSoft Services
You can now map unsupported media types to supported media types when importing a MuleSoft Service.
Manage Your MuleSoft Anypoint Platform Connection (Beta) in MuleSoft Services

Configure a secure connection with MuleSoft directly from the MuleSoft Services Setup page. Establishing this connection enables
MuleSoft to publish MuleSoft assets to Salesforce, creating the entities necessary to invoke those assets.
481
Where: This feature is only available to customers of the Automation Starter and Automation Advanced SKUs. This change applies to
Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
How: From Setup, in the Quick Find box, enter MuleSoft, and then select MuleSoft > Services. Click Manage to open a new dialog.
Click Connect in the dialog to establish the connection.
Use Custom Input Validations with Screen Extension Components

Enter custom user input validations for your screen extension components in a Flow Screen. Previously, only some screen components
in Screen Element supported custom input validations. Now, all do. Customize the error message that appears if the user enters an
invalid value and define the values allowed for the components using a formula.
How: In Flow Builder, on a screen, add a screen input component, and then expand the Validate Input section. Enter your text for the
customized error message, and then enter a formula.
Screen extension components that now support custom input validations include:
• Appointment Scheduling
• Address
• Data Table
• Dependent Picklists
• Email
• Display Image
• Lookup
• Name
• Phone
• Slider
• Toggle
• URL
• Slack Channel Selector
• Slack Workspace Selector
• File Upload
• Call Script
• Enhanced Message
482
SEE ALSO:
Salesforce Help: Validate User Input on Flow Screens
Use Media Type Mapping Options for Importing APIs with MuleSoft Services
You can now map unsupported media types to supported media types when importing a MuleSoft Service.
How: From Setup, in the Quick Find box, enter MuleSoft, and then select MuleSoft > Services. Log in to MuleSoft AnyPoint, and
click Import. Select a MuleSoft service, set service details, and click Save & Next. If you’re selecting a MuleSoft service that produces or
consumes media types that aren’t supported, proceed to Map Unsupported Media Types to Supported Media Types.
SEE ALSO:
Salesforce Help: Media Type Mapping in External Service Registrations

Salesforce Flow has several release updates that are scheduled to be enforced in future releases.
was first made available in Summer ’23 and was scheduled to be enforced in Spring ’24, but we postponed the enforcement date
to Summer ’24.
When this update is enabled, an autolaunched flow that runs in the default context enforces sharing rules when an Apex class
launches the flow. To enforce sharing, the Apex class must be declared using the with sharing keyword.
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After Prevent Guest User from Editing or Deleting Approval Requests is enabled, guest users can approve or reject an approval
request. Guest users are no longer able to edit, reassign, or delete approval requests. This update was first available in Winter ’23 and
enforcement was scheduled for Summer ’23. We then postponed the enforcement date to Spring ’24 and postponed again to Winter
’25.
With this update enabled, Salesforce restricts a user’s ability to run a flow. A user must be granted the correct profile or permission
set to run the flow. When enabled, this release update deprecates the FlowSites license. With this update, flows run more securely
because only users who are granted correct profiles or permission sets can run flows.
To protect your users and network, apply stricter validation to the flow URL parameter that determines where you redirect users
after they complete a screen flow. With stricter validation, Salesforce blocks requests to redirect users to URLs that don’t meet the
additional validation requirements unless they’re on your list of trusted URLs in Setup. When Salesforce blocks a request, users see
an invalid-page redirection error. This update is available starting in Spring ’25.
This update preserves data integrity by rolling back transactions that end in an exception. When you execute an Apex action using
REST API, the API doesn’t change Salesforce data if that exception occurs. This update, originally named Enforce Rollbacks for Custom
Invocable Action Exceptions in Connect REST API, was first made available in Spring ’23 and was scheduled to be enforced in Winter
’24, but we postponed the enforcement date to Spring ’24.
ensures that a process with multiple criteria and a record update evaluates the original value of the field that began the process with
a value of null. This update was first made available in Summer ’19.
was first made available in Summer ’23 and was scheduled to be enforced in Spring ’24, but we postponed the enforcement date to
Summer ’24.
Why: When this update is enforced, any call to the EmailSimple invocable action adheres to organization-wide email address profile
settings. Using the EmailSimple action in Flow, Apex, or REST API without the correct email address profile setting results in an error.
How: If you have granted users access to invoke EmailSimple through internal features or via the REST API, review their implementation
and the profile settings applied to their organization-wide email addresses. From Setup, in the Quick Find box, enter Release
Updates, and then select Release Updates. To get the Enable EmailSimple Invocable Action to Respect Organization-Wide Profile
Settings release update, follow the assessment steps.
SEE ALSO:
Release Updates
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When this update is enabled, an autolaunched flow that runs in the default context enforces sharing rules when an Apex class launches
the flow. To enforce sharing, the Apex class must be declared using the with sharing keyword.
Why: When an Apex class that’s declared using the with sharing keyword launches an autolaunched flow that runs in the default context,
the flow runs in system context with sharing rules. Previously, the flow ran in system context without sharing when an Apex class launched
the flow.
After this release update is enabled, the flow runs more securely in the default context when an Apex class that’s declared using the
with sharing keyword launches an autolaunched flow. The flow enforces the sharing rules of the user that executes the Apex class.
Previously, when sharing rules weren’t enforced, the flow was able to access all data.
How: When this update is enforced, data access is restricted for autolaunched flows that are run in the default context and launched
by an Apex class. The Apex class must be declared using the with sharing keyword. Data access is restricted to the sharing rules of the
user that executed the Apex class.
For example, a query can return fewer rows than it did in system context without sharing. An operation can fail because the user doesn’t
have the correct permissions.
SEE ALSO:
Release Updates
After Prevent Guest User from Editing or Deleting Approval Requests is enabled, guest users can approve or reject an approval request.
Guest users are no longer able to edit, reassign, or delete approval requests. This update was first available in Winter ’23 and enforcement
was scheduled for Summer ’23. We then postponed the enforcement date to Spring ’24 and postponed again to Winter ’25.
How: To apply this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. For
Prevent Guest User from Editing or Deleting Approval Requests, follow the testing and activation steps.
SEE ALSO:
Release Updates

With this update enabled, Salesforce restricts a user’s ability to run a flow. A user must be granted the correct profile or permission set
to run the flow. When enabled, this release update deprecates the FlowSites license. With this update, flows run more securely because
only users who are granted correct profiles or permission sets can run flows.
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in Essentials, Professional,
Enterprise, Performance, Unlimited, and Developer editions.
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Why: Previously, in some cases, all users could run all flows without profiles or permission sets. Enabling this update restricts user access
to users who are granted the profile or permission set to run the flow.
Restrict User Access to Run Flows, follow the testing and activation steps.
After you enable Restrict User Access to Run Flows, all users must be granted access to run a flow. Add the Manage Flow or the Run
Flows permission to a profile or permission set. Or, for more granular control, restrict specific flow access to an available profile.
SEE ALSO:
Release Updates

To protect your users and network, apply stricter validation to the flow URL parameter that determines where you redirect users after
they complete a screen flow. With stricter validation, Salesforce blocks requests to redirect users to URLs that don’t meet the additional
validation requirements unless they’re on your list of trusted URLs in Setup. When Salesforce blocks a request, users see an invalid-page
redirection error. This update is available starting in Spring ’25.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer
editions.
When: Salesforce enforces this update starting in Spring ’25. To get the major release upgrade date for your instance, go to Trust Status,
search for your instance, and click the maintenance tab.
the Enable Secure Redirection for Flows release update, review the documentation links that describe valid redirection URLs, and then
follow the testing and activation steps.
SEE ALSO:
Salesforce Help: Customize a Flow URL to Control Finish Behavior
Salesforce Help: Manage Redirections to External URLs
Release Updates
This update preserves data integrity by rolling back transactions that end in an exception. When you execute an Apex action using REST
API, the API doesn’t change Salesforce data if that exception occurs. This update, originally named Enforce Rollbacks for Custom Invocable
Action Exceptions in Connect REST API, was first made available in Spring ’23 and was scheduled to be enforced in Winter ’24, but we
postponed the enforcement date to Spring ’24.
When: Salesforce enforces this update in Spring ’25. To get the major release upgrade date for your instance, go to Trust Status, search
How: Before you apply this update, review your Apex-defined invocable actions and ensure that they don’t generate exceptions when
executed. If the output isn’t void, ensure that inputs and outputs match on both the size and order. Then, from Setup, in the Quick Find
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Salesforce Spring ’24 Release Notes Flow Orchestration
box, enter Release Updates, and then select Release Updates. To get the Enforce Rollback for Apex Action Exceptions in REST
API release update, follow the testing and activation steps.
SEE ALSO:
Release Updates
ensures that a process with multiple criteria and a record update evaluates the original value of the field that began the process with a
value of null. This update was first made available in Summer ’19.
Evaluate Criteria Based on Original Record Values in Process Builder, follow the testing and activation steps.
If you have a process with the Do you want to execute the actions only when specified changes are made to the record? option selected, or
it uses the ISCHANGED() function in your criteria, this update can cause the process to behave differently.
SEE ALSO:
Release Updates
Flow Orchestration
Control who to run a background or MuleSoft step as. Use Flow Orchestration custom reports. Disable default email notifications to
people who have been assigned work items and send custom notifications.
Control the User Context of a Background or MuleSoft Step

Starting in API version 60.0, the default running user for background steps and MuleSoft steps is the Automated Process User. When
the Automated Process User doesn’t have required access to features, records, or external credentials, specify who you want to run
the step as. Run the step as a selected user or opt to run the step as a user specified by a resource at run time. When an orchestration
is activated, every step that’s configured to run as a selected user generates an entry in the audit trail.
Use Reports for Flow Orchestration Objects to Track Orchestration Usage
New custom report types include Orchestration Runs Spring ’24, Orchestration Stage Runs Spring ’24, Orchestration Step Runs Spring
’24, Orchestration Work Items Spring ’24, and Orchestration Run Logs Spring ’24. Each custom report type also has an associated
sample report. For example, use Sample Report: Orchestration Runs to determine what orchestration runs have been created and
the status of each run. These reports aren’t added to your org when it already contains the maximum number of defined custom
report types.
Disable Default Email Notifications for Orchestration Work Items
Too many orchestration work item notifications getting emailed to users, groups, and queues? Use the new Stop Sending Orchestration
Work Item Default Email Notifications process automation setting to stop sending default email notifications when work items are
assigned or reassigned.
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Fine-Tune Access to Flow Orchestration Functions

Use new permissions instead of Manage Orchestration Runs and Work Items to better control user access to Flow Orchestration
functions. With the Reassign Orchestration Work Items user permission, users can reassign orchestration work items. With the Manage
Orchestration Runs user permission, users can cancel or debug orchestrations.
Other Changes to Flow Orchestration
Learn about improvements to Flow Orchestration.
Control the User Context of a Background or MuleSoft Step

Starting in API version 60.0, the default running user for background steps and MuleSoft steps is the Automated Process User. When the
Automated Process User doesn’t have required access to features, records, or external credentials, specify who you want to run the step
as. Run the step as a selected user or opt to run the step as a user specified by a resource at run time. When an orchestration is activated,
every step that’s configured to run as a selected user generates an entry in the audit trail.
Why: Actions called by MuleSoft steps are associated with external credentials. If the Automated Process User doesn’t have access to
the underlying action’s external credentials, the step fails. Similarly, if the Automated Process User doesn’t have access to a feature or
record that’s a part of a background step, the background step fails.
How: When you configure your background or MuleSoft step, use the new Select Who to Run the Action As Section to select a specified
user or a user specified by a resource at run time.
Use Reports for Flow Orchestration Objects to Track Orchestration Usage

New custom report types include Orchestration Runs Spring ’24, Orchestration Stage Runs Spring ’24, Orchestration Step Runs Spring
’24, Orchestration Work Items Spring ’24, and Orchestration Run Logs Spring ’24. Each custom report type also has an associated sample
report. For example, use Sample Report: Orchestration Runs to determine what orchestration runs have been created and the status of
each run. These reports aren’t added to your org when it already contains the maximum number of defined custom report types.
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SEE ALSO:
Salesforce Help: What are some common report limits? (can be outdated or unavailable during release preview)
Disable Default Email Notifications for Orchestration Work Items

Too many orchestration work item notifications getting emailed to users, groups, and queues? Use the new Stop Sending Orchestration
Work Item Default Email Notifications process automation setting to stop sending default email notifications when work items are
assigned or reassigned.
Fine-Tune Access to Flow Orchestration Functions

Use new permissions instead of Manage Orchestration Runs and Work Items to better control user access to Flow Orchestration functions.
With the Reassign Orchestration Work Items user permission, users can reassign orchestration work items. With the Manage Orchestration
Runs user permission, users can cancel or debug orchestrations.
Other Changes to Flow Orchestration

Learn about improvements to Flow Orchestration.
Variable Values Visible in Debugger Details

You can see variable values in the debugger details for orchestrations.
Paused Flow Interview Limit Removed

We removed the per-org usage-based limit for paused and waiting flow interviews. With this change you have more parallel in-progress
and paused orchestration runs.
New Save-Time Warning Message

When you save an orchestration, a reminder that Flow Orchestration is a consumption-based product is displayed. The new message
doesn’t affect your ability to save and activate orchestrations.
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Salesforce Spring ’24 Release Notes Salesforce for Slack Integrations
SEE ALSO:
Salesforce for Slack Integrations

Use Slack and Salesforce together to connect with customers, track progress, collaborate seamlessly, and deliver team success from
anywhere.
See the release notes for the latest updates: Salesforce for Slack Integrations Release Notes.

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.
Domains
Reduce your reliance on redirections for your legacy Salesforce domains. Partitioned domains are available in demo orgs and in
Developer Edition orgs on Salesforce Edge Network.
Identity is improving with expanded support for OAuth 2.0 and much more. Use the OAuth 2.0 token exchange flow to swap tokens
from a third-party identity provider for Salesforce tokens. Use multiple, branded email templates for the Headless Registration Flow,
Headless Passwordless Login Flow, and Headless Forgot Password Flow with an allowlist for one-time password email templates.
Track changes to the login options displayed to end users on your My Domain and Experience Cloud login pages. To prevent security
threats during the OAuth 2.0 refresh token flow, enable refresh token rotation. Use external client apps with JWT bearer flow, OAuth
2.0 client credentials flow, or OAuth 2.0 device flow.
Named Credentials
Configure external credentials using the Basic authentication protocol. Manage and share named credential configurations between
development, test, and production environments with managed 2GP and unlocked packages. Explore expanded support for formula
functions in custom headers and improvements to sandbox cloning and org migrations for named credentials.
Privacy Center
Save time and copy your Privacy Center policy configurations to and from your sandbox and production orgs. Automatically run any
Right to Be Forgotten policies in your queue every 24 hours. Get more information on why a job failed with the new Related tab on
policy jobs. Read and write consent information between your preference forms and Data Cloud in Preference Manager (beta). Add
a universal unsubscribe option to your preference forms.
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Salesforce Spring ’24 Release Notes Domains
Salesforce Shield
Detect malicious guest user activity with the Guest User Anomaly Event. Shield Platform Encryption Setup pages have improved
labeling and design for easier navigation. Encrypt search indexes with root keys. And access External Key Management in all commercial
zones.
Security Center
View anomalous guest user activity right from the Threat Detection app in Security Center. Enjoy an enhanced user experience
curated to your needs. Ensure comprehensive insight into all your rollout activities with additional system permissions.
Other Security Changes
Update your trusted URLs for an upcoming change to the system-defined content security policy (CSP), and block untrusted cross-org
redirections. Update your connected apps with newly required information for Google Firebase projects.
Domains
Reduce your reliance on redirections for your legacy Salesforce domains. Partitioned domains are available in demo orgs and in Developer
Edition orgs on Salesforce Edge Network.

Prevent disruption for your customers and end users when the temporary redirection of legacy Salesforce domains ends in 2024.
To help your users update outdated links and bookmarks, display a brief message during the redirections that provides the updated
URL. Then update references to your previous Salesforce URLs, including site URLs and URLs that contain your Salesforce instance
but not your My Domain name.
To maximize the availability of your orgs, My Domain uses partitioned domains for new Developer Edition orgs, patch orgs, scratch
orgs, demo orgs, and Trailhead Playgrounds. Partitioned domains include a word related to the org type, which allows Salesforce to
gradually roll out service delivery changes. To ensure continued access to all your orgs, update your allowlists for the new domains.
To include your existing org in the Salesforce deployment schedule for that org type, enable and deploy partitioned domains.

Prevent disruption for your customers and end users when the temporary redirection of legacy Salesforce domains ends in 2024. To
help your users update outdated links and bookmarks, display a brief message during the redirections that provides the updated URL.
Then update references to your previous Salesforce URLs, including site URLs and URLs that contain your Salesforce instance but not
your My Domain name.
Where: This change applies to Lightning Experience and Salesforce Classic in Group, Essentials, Professional, Enterprise, Performance,
When: Salesforce stops the redirections for these hostnames in Winter ’25. The deployment of that release is scheduled to start in August
2024 for sandboxes and in September 2024 for production.
SEE ALSO:
Salesforce Help: Prepare for the End of Redirections for Non-Enhanced Domains (can be outdated or unavailable during release
preview)
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Salesforce Spring ’24 Release Notes Identity and Access Management

To maximize the availability of your orgs, My Domain uses partitioned domains for new Developer Edition orgs, patch orgs, scratch orgs,
demo orgs, and Trailhead Playgrounds. Partitioned domains include a word related to the org type, which allows Salesforce to gradually
roll out service delivery changes. To ensure continued access to all your orgs, update your allowlists for the new domains. To include
your existing org in the Salesforce deployment schedule for that org type, enable and deploy partitioned domains.
Where: This change applies to non-production orgs with enhanced domains in Lightning Experience, Salesforce Classic, and all versions
of the Salesforce mobile app in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. The demo
partition is newly available, and the develop partition is newly available if you use Salesforce Edge Network. Only the sandbox partition
is available in Hyperforce orgs on the GIA instance and in Public Cloud.
When: Partitioned domains are enabled by default in new qualifying orgs. Sandboxes with enhanced domains are always partitioned.
Salesforce plans to make partitioned domains available in scratch orgs that use Salesforce Edge Network before Summer ’24. For updates
about the availability of this feature, join the My Domain and Enhanced Domains group in the Trailblazer Community.
How: To ensure that your users can connect to partitioned domains, update your allowlists.
In existing demo orgs, Developer Edition orgs, patch orgs, scratch orgs, and Trailhead Playgrounds with enhanced domains, you can
enable or disable this feature from the My Domain Setup page. When you enable the Use partitioned domains option in the My Domain
Details section, you can preview your new My Domain login URL at the bottom of the screen. To use partitioned domains, save the
change and deploy your new My Domain.
SEE ALSO:
Salesforce Help: Partitioned Domains (can be outdated or unavailable during release preview)

Identity is improving with expanded support for OAuth 2.0 and much more. Use the OAuth 2.0 token exchange flow to swap tokens
from a third-party identity provider for Salesforce tokens. Use multiple, branded email templates for the Headless Registration Flow,
Headless Passwordless Login Flow, and Headless Forgot Password Flow with an allowlist for one-time password email templates. Track
changes to the login options displayed to end users on your My Domain and Experience Cloud login pages. To prevent security threats
during the OAuth 2.0 refresh token flow, enable refresh token rotation. Use external client apps with JWT bearer flow, OAuth 2.0 client
credentials flow, or OAuth 2.0 device flow.
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If you see this release update, your Salesforce instance is using our original single-configuration SAML framework, which supports
single sign-on (SSO) with only one external identity provider. With this release update, we’re removing support for the
single-configuration SAML framework and supporting only the multiple-configuration SAML framework. To preserve your existing
configuration, follow the steps to apply this update. If you don’t, your SSO configuration stops working when this update is enforced.
This update is available starting in Spring ’24.
To simplify your integration patterns, use the OAuth 2.0 token exchange flow to swap tokens from a third-party identity provider
for Salesforce tokens. With this flow, it’s easier to give users access to protected Salesforce resources in an enterprise system that
includes an identity provider, multiple service providers, and microservices.
To use multiple, branded email templates for the headless registration, passwordless login, and forgot password flows, create an
allowlist for one-time password (OTP) email templates that are used to verify a user’s identity. When your app sends its initial request
to the headless API for the flow you’re using, Salesforce accepts only allowlisted email templates in the emailtemplate parameter.
This change also improves the security of your flow because templates that aren’t allowlisted are blocked. Even if you’re only using
one email template, we recommend configuring an allowlist.
It’s now easier to track changes to the login options displayed to end users on your My Domain and Experience Cloud login pages.
For both My Domain and Experience Cloud login pages, monitor when an admin displays or hides the options to log in via the
standard username-password login form, an authentication provider, and an external SAML identity provider. For My Domain login
pages only, monitor when an admin displays or hides the options to log in using certificate-based authentication.
To improve usability, when you configure single sign-on (SSO) with an external identity provider, your SAML endpoints for Experience
Cloud sites are now displayed on the SSO setting detail page with the heading For Experience Cloud. Previously, Experience Cloud
SAML endpoints were collapsed by default, making them harder to find. They were also grouped under the heading For Communities,
an outdated name for Experience Cloud sites.
The Salesforce-managed app for the Twitter authentication provider is being retired in Spring ’24. To keep using this authentication
provider for single sign-on (SSO), create your own app on the X (formerly known as Twitter) developer platform and update your
authentication provider with the values from your app. Otherwise, your authentication provider stops working.
Generate Parameters for the Proof Key for Code Exchange (PKCE) Extension
To more easily implement the OAuth 2.0 Proof Key for Code Exchange (PKCE) security extension, generate code_challenge
and code_verifier parameters with a simple request to the new PKCE Generator endpoint. Include these parameters in
your authorization flows to prevent authorization code injection attacks. We strongly recommend that you implement PKCE in all
variations of the authorization code flow, including the web server flow, the hybrid web server flow, and all variations of the headless
Authorization Code and Credentials Flow. It’s especially important to implement PKCE for public clients that don’t have a secure
client backend, such as single-page apps and mobile apps.
To prevent security threats during the OAuth 2.0 refresh token flow, enable refresh token rotation on your connected app. Each time
an app invokes the flow, get a new refresh token. To ensure that each token is used only one time, the old token is automatically
invalidated. If someone tries to use a previous refresh token that’s been rotated out, Salesforce invalidates the current refresh token,
along with any associated access tokens. In that case, the client must complete a new flow to get another refresh token. This feature
is supported for connected apps and external client apps.
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Responses from the SCIM Users Endpoints Use 24-Hour Format for Created and Last Modified Dates
To make the Salesforce System for Cross Domain Identity Management (SCIM) implementation consistent with REST API, we changed
the format of the created and lastModified fields in responses from the /services/scim/v2/Users and
/services/scim/v2/Users/<user_Id> endpoints. Previously, these fields were returned in Coordinated Universal Time
(UTC) 12-hour format. Now, they’re returned in UTC 24-hour format to match the format of the corresponding fields returned in
REST API calls to the User object. To make sure your SCIM integrations don’t break, update them to use the new format.
Get OAuth 2.0 Credentials for Consumers Associated with an External Client App
Use the new Connect API endpoints to get credentials for OAuth consumers of an external client app. The Consumer Credentials by
App endpoint returns credentials for all consumers associated with an external client app. The Credentials by Consumer endpoint
returns the OAuth consumer key, consumer secret, or both for a specific consumer.
Configure an OAuth 2.0 Client Credentials Flow for an External Client App
Exchange your external client app’s OAuth 2.0 consumer key and secret for an access token with the client credentials flow. Use the
new metadata fields to set up an OAuth 2.0 client credentials flow for your external client app.
Configure an OAuth 2.0 Device Flow for External Client Apps
Use the new isDeviceFlowEnabled field to control enable OAuth 2.0 device flow for an external client app.
Configure an OAuth 2.0 JWT Bearer Flow for External Client Apps
Use external client apps as part of your continuous integration system. Add a digital certificate to the new certificate field in the
external client apps global OAuth settings file. With this certificate, you can create a JWT flow for an external client app.
Disable or Enable an External Client App Plugin
Use the new ExtlClntAppConfigurablePolicies metadata type to control the plugins for an external client app. You can disable the
entire external client app and all of its plugins at once or disable just the OAuth plugin.
Auto-Enablement Release Update. The first phase of this process started in Spring ’23. The fourth and final phase goes into effect
when Spring ’24 rolls out. The final phase includes all orgs that weren’t previously auto-enabled.
UI Text Improvements for the MFA Registration Experience
To improve the user experience when registering verification methods for multi-factor authentication (MFA), some text in the user
interface has been updated.
Salesforce Authenticator Is Disabled for External Users in Newly Created Orgs
For orgs created in Spring ’24 or later, the Salesforce Authenticator mobile app is no longer available by default for external users.
To enable it, contact Salesforce Customer Support. Because external users can only access your Experience Cloud sites, their accounts
pose a lower security risk in the event that they’re compromised. This change helps improve Salesforce Authenticator’s service
availability for internal users, who access the Salesforce UI directly. Orgs created before Spring ’24 aren’t affected by this change.
Revert Seamlessly to One-Time Passcodes for Identity Verification in Salesforce Authenticator
If your users can’t receive push notifications in the Salesforce Authenticator mobile app, they can verify their identity using the app’s
time-based one-time password (TOTP) feature. To minimize delays for users who log in with multi-factor authentication (MFA), we
streamlined the user experience for TOTP verification even more. When Salesforce detects that push notifications are unavailable
because of a service issue, users are automatically redirected to the TOTP verification screen. And when users click the Having Trouble?
link, they’re taken directly to the TOTP verification screen without additional steps.
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Update the Salesforce Authenticator App to Version 4.1 in Summer ’24

Salesforce is increasing the minimum supported app version for Salesforce Authenticator in Summer ’24. With this update, your
users can receive push notifications for identity verification only in version 4.1 or higher. Users running an app version below 4.1 can
continue verifying their identity with the app’s time-based one-time password (TOTP) feature. The release of Salesforce Authenticator
version 4.1 is targeted for March 2024. Direct your users to the Apple App Store (iOS) or Google Play (Android) to update their
Salesforce Authenticator app.
Use Email Verifications to Back Up and Restore Connected Accounts in Salesforce Authenticator
With Salesforce Authenticator version 4.0, the backup and restore feature has a new setup process. When users back up and restore
their connected accounts, the app verifies their email address instead of their mobile number. To complete the verification, users
enter a 6-digit code received in an email. This method is more secure than SMS-based verification. Users can still restore preexisting
backups with their mobile number if they haven’t yet verified their email address.
Terminate a User’s UI Sessions Automatically When Resetting Their Password
You can configure your org to automatically terminate all of a user’s UI sessions when you reset that user’s password. This setting
helps to quickly mitigate security incidents such as stolen passwords or credential stuffing attacks. In case an attacker manages to
access a user’s account, the attacker’s session ends as soon as you reset the password for the account. This setting also applies when
you reset passwords for multiple users at once.
Login History Entries Are Reduced When Login Rate Limiting Is Active
When a user exceeds 3,600 login requests per hour and triggers login rate limiting, Salesforce reduces the number of new Login
History entries for that user. When the user’s login request rate falls back below 3,600 per hour and rate limiting ends, Salesforce
resumes the standard behavior of recording an entry for each individual login request. Login rate limiting is typically triggered only
by API integration users.
Set Up Registration and Login for Pay Now
To simplify Pay Now purchases, set up registration and login with one-click checkout.

If you see this release update, your Salesforce instance is using our original single-configuration SAML framework, which supports single
sign-on (SSO) with only one external identity provider. With this release update, we’re removing support for the single-configuration
SAML framework and supporting only the multiple-configuration SAML framework. To preserve your existing configuration, follow the
steps to apply this update. If you don’t, your SSO configuration stops working when this update is enforced. This update is available
starting in Spring ’24.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions.
Why: We’re no longer supporting the single-configuration SAML SSO framework that you’re currently using. When this update is enforced,
you’re required to use a multiple-configuration SAML framework. To keep using your existing SAML SSO configuration, migrate to the
multiple-configuration framework. Otherwise, your SAML SSO stops working for you when this update is enforced.
With the multiple-configuration SAML framework, you can integrate your Salesforce org or Experience Cloud site with multiple external
identity providers.
How: These changes apply to your existing SAML SSO configuration.
• SAML responses from your identity provider must include the audience attribute.
• Your Salesforce Login URL changes.
• If Salesforce can’t parse a SAML response, it isn’t recorded in the login history.
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Make sure you understand these changes, update your configuration accordingly, and test all changes in a sandbox before enabling
this update. If you don’t, your configuration stops working when this update is enforced.
To review this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. For Migrate
to a Multiple-Configuration SAML Framework, follow the testing and activation steps.
SEE ALSO:
Release Updates
To simplify your integration patterns, use the OAuth 2.0 token exchange flow to swap tokens from a third-party identity provider for
Salesforce tokens. With this flow, it’s easier to give users access to protected Salesforce resources in an enterprise system that includes
an identity provider, multiple service providers, and microservices.
How: During the flow, your app posts a request to the Salesforce token endpoint. To validate the token from the identity provider and
map its subject to a Salesforce user, use a token exchange handler, which you define via Metadata API and develop with Apex. At the
end of the flow, your app receives a Salesforce access token along with any other requested tokens. Your app uses the tokens to grant
access to protected Salesforce data.
SEE ALSO:
Salesforce Help: OAuth 2.0 Token Exchange Flow (can be outdated or unavailable during release preview)
Auth Namespace
Metadata API
To use multiple, branded email templates for the headless registration, passwordless login, and forgot password flows, create an allowlist
for one-time password (OTP) email templates that are used to verify a user’s identity. When your app sends its initial request to the
headless API for the flow you’re using, Salesforce accepts only allowlisted email templates in the emailtemplate parameter. This
change also improves the security of your flow because templates that aren’t allowlisted are blocked. Even if you’re only using one email
template, we recommend configuring an allowlist.
Where: This change is available in LWR, Aura, and Visualforce sites accessed through Lightning Experience and Salesforce Classic in
Enterprise, Unlimited, and Developer editions.
How: To create the allowlist for your Experience Cloud site, use Metadata API to create a NetworkEmailTmplAllowlist metadata type for
each allowlisted template.
For headless registration and headless passwordless login, include an emailtemplate parameter containing a template from the
allowlist in your initial request to Headless Registration API or Headless Passwordless Login API.
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For the Headless Forgot Password Flow, there’s an extra step. On the Login & Registration page in your Administration workspace, under
Headless Forgot Password, select Use only allowlisted email templates. Then include the emailtemplate parameter with an
allowlisted template in your initial request to Headless Forgot Password API.
SEE ALSO:
Salesforce Help: Headless Identity APIs for Customers and Partners (can be outdated or unavailable during release preview)
Salesforce Help: Use Multiple Email Templates for Headless Flows (can be outdated or unavailable during release preview)
Metadata API

It’s now easier to track changes to the login options displayed to end users on your My Domain and Experience Cloud login pages. For
both My Domain and Experience Cloud login pages, monitor when an admin displays or hides the options to log in via the standard
username-password login form, an authentication provider, and an external SAML identity provider. For My Domain login pages only,
monitor when an admin displays or hides the options to log in using certificate-based authentication.
Where: Where these changes apply depends on where each login option is available.
• For My Domain, here’s where each login option is available.
– The username-password login form, certificate-based authentication, and SAML identity provider options are available in Lightning
Experience and Salesforce Classic in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
– Authentication providers are available in Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and
Developer editions.
• For Experience Cloud sites, the username-password login form, authentication providers, and SAML identity providers are available
in LWR, Aura, and Visualforce sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited,
How: For the options to log in with a certificate, an authentication provider, or an external SAML identity provider, you must configure
each login method before it appears as a login option.
For My Domain, control which login options are displayed from the My Domain page in Setup. For Experience Cloud sites, control the
login page display from the Login & Registration page in the Administration workspace.
SEE ALSO:
Salesforce Help: Add Identity Providers to the My Domain Login Page (can be outdated or unavailable during release preview)

To improve usability, when you configure single sign-on (SSO) with an external identity provider, your SAML endpoints for Experience
Cloud sites are now displayed on the SSO setting detail page with the heading For Experience Cloud. Previously, Experience Cloud SAML
endpoints were collapsed by default, making them harder to find. They were also grouped under the heading For Communities, an
outdated name for Experience Cloud sites.
Where: This change applies to LWR, Aura, and Visualforce sites accessed through Lightning Experience and Salesforce Classic in Enterprise,
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How: To view your Experience Cloud SAML endpoints after you create an SSO setting, from Setup in the Quick Find box, enter Single
Sign-On Settings, and then select Single Sign-On Settings. Your Experience Cloud SAML endpoints are listed. Share these
endpoints with your identity provider.
SEE ALSO:
Salesforce Help: Configure SSO with Salesforce as a SAML Service Provider (can be outdated or unavailable during release preview)

The Salesforce-managed app for the Twitter authentication provider is being retired in Spring ’24. To keep using this authentication
provider for single sign-on (SSO), create your own app on the X (formerly known as Twitter) developer platform and update your
authentication provider with the values from your app. Otherwise, your authentication provider stops working.
How: Previously, if you left the consumer key and consumer secret values blank when configuring your authentication provider, Salesforce
supplied values using the Salesforce-managed app. With this change, you can no longer save a new or existing authentication provider
without including a consumer key and consumer secret.
SEE ALSO:
Salesforce Help: Configure a Twitter Authentication Provider (can be outdated or unavailable during release preview)
Metadata API
Generate Parameters for the Proof Key for Code Exchange (PKCE) Extension
To more easily implement the OAuth 2.0 Proof Key for Code Exchange (PKCE) security extension, generate code_challenge and
code_verifier parameters with a simple request to the new PKCE Generator endpoint. Include these parameters in your
authorization flows to prevent authorization code injection attacks. We strongly recommend that you implement PKCE in all variations
of the authorization code flow, including the web server flow, the hybrid web server flow, and all variations of the headless Authorization
Code and Credentials Flow. It’s especially important to implement PKCE for public clients that don’t have a secure client backend, such
as single-page apps and mobile apps.
How: Send a GET request to the services/oauth2/pkce/generator endpoint on your My Domain or Experience Cloud site
URL.
SEE ALSO:
Salesforce Help: Proof Key for Code Exchange (PKCE) Extension (can be outdated or unavailable during release preview)

To prevent security threats during the OAuth 2.0 refresh token flow, enable refresh token rotation on your connected app. Each time an
app invokes the flow, get a new refresh token. To ensure that each token is used only one time, the old token is automatically invalidated.
If someone tries to use a previous refresh token that’s been rotated out, Salesforce invalidates the current refresh token, along with any
associated access tokens. In that case, the client must complete a new flow to get another refresh token. This feature is supported for
connected apps and external client apps.
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Where: This change is available in Salesforce Classic and Lightning Experience in all editions.
SEE ALSO:
Salesforce Help: OAuth 2.0 Refresh Token Flow for Renewed Sessions (can be outdated or unavailable during release preview)
Responses from the SCIM Users Endpoints Use 24-Hour Format for Created and Last
Modified Dates
To make the Salesforce System for Cross Domain Identity Management (SCIM) implementation consistent with REST API, we changed
the format of the created and lastModified fields in responses from the /services/scim/v2/Users and
/services/scim/v2/Users/<user_Id> endpoints. Previously, these fields were returned in Coordinated Universal Time
(UTC) 12-hour format. Now, they’re returned in UTC 24-hour format to match the format of the corresponding fields returned in REST
API calls to the User object. To make sure your SCIM integrations don’t break, update them to use the new format.
How: For example, send a GET request to the /services/scim/v2/Users endpoint on your My Domain URL. Here’s an example
SCIM call that queries a specific user.
GET https://mycompany.my.salesforce.com/services/scim/v2/Users/<userId>
The call returns a full JSON response with information about the user. Here’s an excerpt from the response’s meta{} object. Before
this change, these same times displayed in the created field as 2023-10-30T02:30:15Z and in the lastModified field
as 2023-10-30T03:20:10Z.
"meta": {
"created": "2023-10-30T14:30:15Z",
"lastModified: "2023-11-01T15:20:10Z",
"location: "https://mycompany.my.salesforce.com/services/scim/v2Users/<userId>",
"resourceType": "User",
"version": "d959e2db34c46435d2c1321126dc54ef25f2ca39"
}
A similar GET request to

https://mycompany.my.salesforce.com/services/data/v60.0/sobjects/User/<userId> returns a
User object with the CreatedDate and LastModifiedDate fields in UTC 24-hour format.
SEE ALSO:
Salesforce Help: Manage Salesforce User Identities with SCIM (can be outdated or unavailable during release preview)
Get OAuth 2.0 Credentials for Consumers Associated with an External Client App
Use the new Connect API endpoints to get credentials for OAuth consumers of an external client app. The Consumer Credentials by App
endpoint returns credentials for all consumers associated with an external client app. The Credentials by Consumer endpoint returns
the OAuth consumer key, consumer secret, or both for a specific consumer.
Who: This feature is available to developers who have the View External Client App Consumer Secrets in Metadata permission in orgs
where external client apps are enabled.
How: Enable External Client Apps by enabling Opt In to External Client Apps in Setup.
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Enabling the external client apps OAuth plugin involves allowing access to OAuth consumer information. This information is sensitive
and confidential. Never commit OAuth consumer data to source control. Retrieve the client ID and secret using this Connect REST API
instead of a metadata pull. This separation makes it easier to avoid committing your private credentials to source control.
After the permissions are assigned, configure a Salesforce DX project to develop external client apps. If you plan to create packageable
external client apps, all developments must take place in a developer hub org.
Configure an OAuth 2.0 Client Credentials Flow for an External Client App
Exchange your external client app’s OAuth 2.0 consumer key and secret for an access token with the client credentials flow. Use the new
metadata fields to set up an OAuth 2.0 client credentials flow for your external client app.
Who: This feature is available to developers who have the View External Client App Consumer Secrets in Metadata permission in orgs
where external client apps are enabled.
and confidential. Never commit OAuth consumer data to source control. Assign the View External Client App Consumer Secrets in
Metadata user permission to a permission set.
SEE ALSO:
Salesforce Help: Configure an External Client App for OAuth 2.0 Client Credentials Flow (can be outdated or unavailable during release
preview)
Configure an OAuth 2.0 Device Flow for External Client Apps

Use the new isDeviceFlowEnabled field to control enable OAuth 2.0 device flow for an external client app.
Who: This feature is available to developers in orgs where external client apps are enabled who have the View External Client App
Consumer Secrets in Metadata permission.
SEE ALSO:
Salesforce Help: Configure OAuth 2.0 Device Flow for External Client Apps (can be outdated or unavailable during release preview)
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Configure an OAuth 2.0 JWT Bearer Flow for External Client Apps
Use external client apps as part of your continuous integration system. Add a digital certificate to the new certificate field in the external
client apps global OAuth settings file. With this certificate, you can create a JWT flow for an external client app.
Consumer Secrets in Metadata permission.
SEE ALSO:
Salesforce Help: Configure OAuth 2.0 JWT Bearer Flow for External Client Apps (can be outdated or unavailable during release preview)
Disable or Enable an External Client App Plugin

Use the new ExtlClntAppConfigurablePolicies metadata type to control the plugins for an external client app. You can disable the entire
external client app and all of its plugins at once or disable just the OAuth plugin.
Consumer Secrets in Metadata permission
SEE ALSO:
Salesforce Help: Enable or Disable External Client App Plugins (can be outdated or unavailable during release preview)

Auto-Enablement Release Update. The first phase of this process started in Spring ’23. The fourth and final phase goes into effect when
Spring ’24 rolls out. The final phase includes all orgs that weren’t previously auto-enabled.
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When: If the MFA Auto-Enablement Release Update is visible in the Release Update node in Setup after Winter ’24 finished rolling out,
your org is scheduled for auto-enablement in Spring ’24. To get the major release upgrade date for your instance, go to Trust Status,
search for your instance, and click the maintenance tab.
How: The release update automatically turns on this setting: Require multi-factor authentication (MFA) for all direct UI logins to your
Salesforce org. The release update usually takes effect when your org is updated to Spring ’24, but in some cases a delay of several hours
to a few days is possible before MFA is auto-enabled for your users.
Users who have the Multi-Factor Authentication for User Interface Logins user permission experience no changes when MFA is auto-enabled
for an org.
When MFA is turned on, the process for logging in to the UI changes. After a user enters their username and password, they must verify
their identity with an MFA verification method such as an authenticator app, security key, or built-in authenticator. If users haven’t done
so already, they’re prompted to register a verification method the next time they log in after this release update goes into effect.
To prepare for this update, we recommend taking these steps.
• Verify whether your org has exempt user types that must be manually excluded from MFA before MFA auto-enablement occurs.
See Exclude Exempt Users from MFA in Salesforce Help.
• Train your users on how to acquire, register, and log in with MFA verification methods. See Change Management for a Successful
MFA Rollout for guidance and customizable templates.
If your users aren’t prepared to start using MFA when Salesforce auto-enables it, you have two options.
• Your users can skip MFA registration for 30 days and log in as usual. This grace period begins on the day the org is auto-enabled,
and the same 30-day window applies to all users in the org. For example, if a user logs in 5 days after their org was auto-enabled,
25 days remain before they’re required to register for MFA.
• In the unlikely event that users experience issues with MFA, you can temporarily disable it. But keep in mind that MFA is contractually
required, so re-enable it as soon as possible.
To disable MFA, deselect Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org on the
Identity Verification page in Setup.
SEE ALSO:
UI Text Improvements for the MFA Registration Experience

To improve the user experience when registering verification methods for multi-factor authentication (MFA), some text in the user
interface has been updated.
How:
• On the Choose a Verification Method screen, the authenticator app option provides better context by listing some common third-party
apps.
• The Connect Salesforce Authenticator screen is simplified. For more detailed guidance, users can now view a tutorial video from the
screen.
• The Connect an Authenticator App screen is simplified.
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Salesforce Authenticator Is Disabled for External Users in Newly Created Orgs

For orgs created in Spring ’24 or later, the Salesforce Authenticator mobile app is no longer available by default for external users. To
enable it, contact Salesforce Customer Support. Because external users can only access your Experience Cloud sites, their accounts pose
a lower security risk in the event that they’re compromised. This change helps improve Salesforce Authenticator’s service availability for
internal users, who access the Salesforce UI directly. Orgs created before Spring ’24 aren’t affected by this change.
Revert Seamlessly to One-Time Passcodes for Identity Verification in Salesforce

Authenticator
If your users can’t receive push notifications in the Salesforce Authenticator mobile app, they can verify their identity using the app’s
time-based one-time password (TOTP) feature. To minimize delays for users who log in with multi-factor authentication (MFA), we
streamlined the user experience for TOTP verification even more. When Salesforce detects that push notifications are unavailable because
of a service issue, users are automatically redirected to the TOTP verification screen. And when users click the Having Trouble? link, they’re
taken directly to the TOTP verification screen without additional steps.
SEE ALSO:
Salesforce Help: Use TOTP Codes When Push Notifications Are Unavailable in Salesforce Authenticator (can be outdated or unavailable
Update the Salesforce Authenticator App to Version 4.1 in Summer ’24

Salesforce is increasing the minimum supported app version for Salesforce Authenticator in Summer ’24. With this update, your users
can receive push notifications for identity verification only in version 4.1 or higher. Users running an app version below 4.1 can continue
verifying their identity with the app’s time-based one-time password (TOTP) feature. The release of Salesforce Authenticator version 4.1
is targeted for March 2024. Direct your users to the Apple App Store (iOS) or Google Play (Android) to update their Salesforce Authenticator
app.
When: This change goes into effect with Summer ’24.
Note: Salesforce Authenticator version 4.1 doesn’t become available until March 2024. The timeline for future app releases can
be subject to change.
How: Beginning in Summer ’24, when users log in with an outdated version of Salesforce Authenticator, Salesforce notifies them that
their app needs an update. To finish logging in, users are required to enter a 6-digit TOTP code from the app instead of approving a push
notification.
Users who access your org via Lightning Login are also affected by this update. When push notifications are unavailable in Salesforce
Authenticator, Lightning Logins revert to the standard username-password login flow.
After users update to Salesforce Authenticator version 4.1 or higher, the app’s full functionality is restored.
SEE ALSO:
Salesforce Help: Use TOTP Codes When Push Notifications Are Unavailable in Salesforce Authenticator (can be outdated or unavailable
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Use Email Verifications to Back Up and Restore Connected Accounts in Salesforce

Authenticator
With Salesforce Authenticator version 4.0, the backup and restore feature has a new setup process. When users back up and restore their
connected accounts, the app verifies their email address instead of their mobile number. To complete the verification, users enter a
6-digit code received in an email. This method is more secure than SMS-based verification. Users can still restore preexisting backups
with their mobile number if they haven’t yet verified their email address.
SEE ALSO:
Salesforce Help: Back Up Your Connected Accounts in the Salesforce Authenticator Mobile App (can be outdated or unavailable
Salesforce Help: Restore Connected Accounts in the Salesforce Authenticator Mobile App (can be outdated or unavailable during
release preview)
Terminate a User’s UI Sessions Automatically When Resetting Their Password

You can configure your org to automatically terminate all of a user’s UI sessions when you reset that user’s password. This setting helps
to quickly mitigate security incidents such as stolen passwords or credential stuffing attacks. In case an attacker manages to access a
user’s account, the attacker’s session ends as soon as you reset the password for the account. This setting also applies when you reset
passwords for multiple users at once.
How: From the Session Settings Setup page, in the Session Settings section, enable Terminate all of a user’s sessions when an admin
resets that user’s password.
SEE ALSO:
Salesforce Help: Modify Session Security Settings (can be outdated or unavailable during release preview)
Login History Entries Are Reduced When Login Rate Limiting Is Active
When a user exceeds 3,600 login requests per hour and triggers login rate limiting, Salesforce reduces the number of new Login History
entries for that user. When the user’s login request rate falls back below 3,600 per hour and rate limiting ends, Salesforce resumes the
standard behavior of recording an entry for each individual login request. Login rate limiting is typically triggered only by API integration
users.
Why: Occasionally, due to malfunctioning or malicious scripts, API integration users make repeated failed attempts to log in to an org,
exceeding the login rate limit. Prior to this update, the Login History page continued recording entries for each individual login request
after rate limiting began for the user, causing excessive data demand and performance issues for some customers.
SEE ALSO:
Knowledge Article: Sign In Error 'Login Rate Exceeded'
Salesforce Help: Monitor Login History (can be outdated or unavailable during release preview)
Set Up Registration and Login for Pay Now

To simplify Pay Now purchases, set up registration and login with one-click checkout.
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Salesforce Spring ’24 Release Notes Named Credentials
SEE ALSO:
Named Credentials
Configure external credentials using the Basic authentication protocol. Manage and share named credential configurations between
development, test, and production environments with managed 2GP and unlocked packages. Explore expanded support for formula
functions in custom headers and improvements to sandbox cloning and org migrations for named credentials.
Use the Basic Authentication Protocol with Named Credentials

Configure external credentials to use the Basic authentication protocol, and authenticate directly into the external system with a
username and password. The new Basic authentication protocol combines the security of the enhanced named credential schema
with the functionality of the legacy named credential Password authentication protocol.
Distribute Named Credentials with Second-Generation Managed and Unlocked Packages
Add named credential and external credential components to second-generation managed packages (managed 2GP) and unlocked
packages for distribution across development, test, and production environments. Manage more of your named credential
configurations in your preferred source control repository, and then share named credentials across all of your orgs or distribute
them via AppExchange. Previously, the named credential component was supported in managed 2GP and unlocked packages but
not the external credential component.
Do More with Named Credential Formula Functions
To help you work with unique or proprietary authentication methods, the SIGN and SIGN_WITH_CERTIFICATE formula
functions are now supported values for named credential and external credential custom headers. And the
$Credential.Endpoint.URL variable is now supported when you use formulas to construct the HTTP headers and request
bodies of callouts to endpoints that are specified as named credentials.
Experience Improvements to Sandbox Cloning and Org Migrations for Named Credentials
Now you can more easily manage named credential configurations across sandbox and production environments. When you clone
a sandbox, named credential and external credential parameters are included so that the new sandbox connects to the same external
systems. And the user external credentials that store encrypted access tokens are included in org migrations so that users can still
use named credentials to make authenticated callouts.
Test Configurations with the Apache HTTP Client Library Updates for Named Credential Callouts
To keep up with the latest security standards, the Apache HTTP Client library was updated to version 5.2 for callouts to named
credential-defined endpoints. This change affects only named credentials of type SecuredEndpoint and PrivateEndpoint.
Use the Basic Authentication Protocol with Named Credentials

Configure external credentials to use the Basic authentication protocol, and authenticate directly into the external system with a username
and password. The new Basic authentication protocol combines the security of the enhanced named credential schema with the
functionality of the legacy named credential Password authentication protocol.
How: When you create an external credential from the Salesforce UI, select Basic Authentication as the authentication protocol. Then,
create the external credential’s principal and specify the identity type to use.
• To authenticate to the external system on behalf of your users, choose the Named Principal identity type.
• To allow each user accessing the external system to manage their own username and password, choose the Per User identity type.
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Salesforce Spring ’24 Release Notes Named Credentials
You can also use the Metadata, Tooling, and Apex ConnectApi APIs to create and edit external credentials.
SEE ALSO:
Salesforce Help: Create and Edit a Basic Authentication External Credential (can be outdated or unavailable during release preview)
Distribute Named Credentials with Second-Generation Managed and Unlocked

Packages
Add named credential and external credential components to second-generation managed packages (managed 2GP) and unlocked
packages for distribution across development, test, and production environments. Manage more of your named credential configurations
in your preferred source control repository, and then share named credentials across all of your orgs or distribute them via AppExchange.
Previously, the named credential component was supported in managed 2GP and unlocked packages but not the external credential
component.
SEE ALSO:
Named Credentials Developer Guide: Named Credentials Packaging Guide (can be outdated or unavailable during release preview)
Do More with Named Credential Formula Functions

To help you work with unique or proprietary authentication methods, the SIGN and SIGN_WITH_CERTIFICATE formula functions
are now supported values for named credential and external credential custom headers. And the $Credential.Endpoint.URL
variable is now supported when you use formulas to construct the HTTP headers and request bodies of callouts to endpoints that are
specified as named credentials.
SEE ALSO:
Salesforce Help: Named Credential Formula Functions (can be outdated or unavailable during release preview)
Experience Improvements to Sandbox Cloning and Org Migrations for Named

Credentials
Now you can more easily manage named credential configurations across sandbox and production environments. When you clone a
sandbox, named credential and external credential parameters are included so that the new sandbox connects to the same external
systems. And the user external credentials that store encrypted access tokens are included in org migrations so that users can still use
named credentials to make authenticated callouts.
Test Configurations with the Apache HTTP Client Library Updates for Named Credential
Callouts
To keep up with the latest security standards, the Apache HTTP Client library was updated to version 5.2 for callouts to named
credential-defined endpoints. This change affects only named credentials of type SecuredEndpoint and PrivateEndpoint.
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Salesforce Spring ’24 Release Notes Privacy Center
How: For SecuredEndpoint and PrivateEndpoint named credentials, we recommend that you test your configurations
to ensure that they don’t rely on non-standard HTTP behaviors.
Privacy Center
Save time and copy your Privacy Center policy configurations to and from your sandbox and production orgs. Automatically run any
Right to Be Forgotten policies in your queue every 24 hours. Get more information on why a job failed with the new Related tab on
policy jobs. Read and write consent information between your preference forms and Data Cloud in Preference Manager (beta). Add a
universal unsubscribe option to your preference forms.
Automatically Run Right to Be Forgotten Jobs

Save time when you enable the Right to Be Forgotten Daily Job and let policy jobs run every 24 hours. Instead of manually running
each job, your policies are automatically put in a queue that runs every day.
Get more information on why a policy job failed in Privacy Center with detailed error messages.
Copy Privacy Center Policies Between Sandbox and Production Orgs
Import and export your policy configurations between sandbox and production orgs. Copy policies instead of manually recreating
policies that you configured and tested in another environment.
Share Data Between Preference Manager and Data Cloud (Beta)
Create a subscription consent template for Data Cloud (beta) so you can load consent data from Data Cloud into the preference
forms your users see. When your users submit their preferences, the updated consent data is synced to Data Cloud.
Add an Unsubscribe All Button to Preference Forms
Give users an efficient way to unsubscribe from all communications by making one selection on a preference form.
Automatically Run Right to Be Forgotten Jobs

Save time when you enable the Right to Be Forgotten Daily Job and let policy jobs run every 24 hours. Instead of manually running each
job, your policies are automatically put in a queue that runs every day.
Who: This change is available to users with the Privacy Center add-on subscription.
How: From the Privacy Center app home page, in the Right to Be Forgotten Daily Job tile, click Enable.
SEE ALSO:
Salesforce Help: Create and Run a Right to Be Forgotten Request (can be outdated or unavailable during release preview)

Get more information on why a policy job failed in Privacy Center with detailed error messages.
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Salesforce Spring ’24 Release Notes Privacy Center
How: From the Privacy Center app home page, go to the Privacy Job Session tab. Select the name of the failed policy job that you want
more information about. Click the Related tab. Under Failures, use the Error Message column to see details on why the job failed.
SEE ALSO:
Salesforce Help: View Policy Job Sessions (can be outdated or unavailable during release preview)
Copy Privacy Center Policies Between Sandbox and Production Orgs

Import and export your policy configurations between sandbox and production orgs. Copy policies instead of manually recreating
policies that you configured and tested in another environment.
How: From the Privacy Center app home page, click the Privacy Policies tab, and then click Import or Export. Salesforce shows you
an Apex page. Follow the instructions to export your policy configuration from your source org, and import the configuration into your
target org.
SEE ALSO:
Salesforce Help: Import and Export Privacy Policies Between Orgs (can be outdated or unavailable during release preview)
Share Data Between Preference Manager and Data Cloud (Beta)

Create a subscription consent template for Data Cloud (beta) so you can load consent data from Data Cloud into the preference forms
your users see. When your users submit their preferences, the updated consent data is synced to Data Cloud.
Who: This change is available to users with the Data Cloud license and Privacy Center add-on subscription.
How: In Preference Manager, click Consent Templates, then click New Consent Template. Select the Data Cloud (Beta) tab, then
click Subscription to create a subscription consent template. Create a preference form using your published Data Cloud (beta) subscription
template.
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Salesforce Spring ’24 Release Notes Salesforce Shield
SEE ALSO:
Salesforce Help: Use Data Cloud with Preference Manager (Beta) (can be outdated or unavailable during release preview)
Add an Unsubscribe All Button to Preference Forms

Give users an efficient way to unsubscribe from all communications by making one selection on a preference form.
How: Create or edit a form in Preference Builder. In the Properties panel, go to the Unsubscribe All section to customize how users can
unsubscribe from all communication options with one selection.
SEE ALSO:
Salesforce Help: Customize Template-Based Forms in Preference Builder (can be outdated or unavailable during release preview)
Salesforce Shield
Detect malicious guest user activity with the Guest User Anomaly Event. Shield Platform Encryption Setup pages have improved labeling
and design for easier navigation. Encrypt search indexes with root keys. And access External Key Management in all commercial zones.
Event Monitoring
Explore and download all of your Event Log File data using the Event Log File Browser (beta) in Setup. Know when a guest user in
Experience Cloud attempts to maliciously extract data with a new Threat Detection event. Access 1 year’s worth of event log file
data with the Query Background Event Log Files permission. Government Cloud customers can query 1 year's worth of event log
file data by default.
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Spring ’24 is all about making key management easier. All encryption policy controls and settings are now on a single page in Setup.
Probabilistic and deterministic key types have clearer names. You can now encrypt search indexes with fully manageable key pairs.
Encrypt personally identifiable information in Grantmaking records. And External Key Management is available in all commercial
zones.
Event Monitoring
Explore and download all of your Event Log File data using the Event Log File Browser (beta) in Setup. Know when a guest user in
Experience Cloud attempts to maliciously extract data with a new Threat Detection event. Access 1 year’s worth of event log file data
with the Query Background Event Log Files permission. Government Cloud customers can query 1 year's worth of event log file data by
default.
See Detailed Information About Unusual Guest User Activity with the Guest User Anomaly Event
Know when a guest user in Experience Cloud attempts to maliciously extract data through aura controllers with the new Guest User
Anomaly Event from the Threat Detection app.
Access and Download Event Log File Data with the Event Log File Browser (Beta)
Explore and download all of your Event Log File data using the Event Log File Browser (beta) in Setup.
Monitor Custom Component Usage with Custom Component Instrumentation API (Generally Available)
Know what data is accessed in a custom component, how people interact with it, and how it performs by turning on Enable Lightning
Logger Events.
Government Cloud customers can now query 1 year’s worth of Event Log File data if needed as part of a security incident response
with the Query Background Event Log Files permission. Salesforce CSIRT must enable this permission.
See Detailed Information About Unusual Guest User Activity with the Guest User Anomaly Event
Know when a guest user in Experience Cloud attempts to maliciously extract data through aura controllers with the new Guest User
Anomaly Event from the Threat Detection app.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions
where Event Monitoring is enabled.
SEE ALSO:
Salesforce Help: Threat Detection (can be outdated or unavailable during release preview)
Access and Download Event Log File Data with the Event Log File Browser (Beta)
Explore and download all of your Event Log File data using the Event Log File Browser (beta) in Setup.
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How: Access the Event Log File Browser (beta) in Setup. To download Event Log File data, select a date range and click the dropdown
button to the right of the event log file and select Download as CSV File. Alternatively, use the File Download servlet by adding
/servlet/servlet.FileDownload?file=<ELF_ID_NUMBER> after your org URL. For example,
https://mycompany.my.salesforce.com/servlet/servlet.FileDownload?file=0ATRM000000dcbH0A0.
The file download begins automatically.
Monitor Custom Component Usage with Custom Component Instrumentation API (Generally
Available)
Know what data is accessed in a custom component, how people interact with it, and how it performs by turning on Enable Lightning
Logger Events.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions where Event Monitoring
is enabled. The Lightning Logger event is available in the API but not in the Event Monitoring Analytics app.
How: To turn on Enable Lightning Logger Events, go to Event Monitoring Settings in Setup.
SEE ALSO:
Monitor Component Events with Custom Component Instrumentation API (Generally Available)

Government Cloud customers can now query 1 year’s worth of Event Log File data if needed as part of a security incident response with
the Query Background Event Log Files permission. Salesforce CSIRT must enable this permission.
Who: This change is available to Government Cloud users who purchased Salesforce Shield or Salesforce Event Monitoring add-on
subscriptions.
How: Data older than 1 month is hidden unless Salesforce CSIRT enables the Query Background Event Log Files permission.
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Generate Event Log Files by Default

The Generate event log files setting is enabled for Government Cloud customers by default. They can query 1 year’s worth of Event
Log File data if needed as part of a security incident response.
Generate Event Log Files by Default

The Generate event log files setting is enabled for Government Cloud customers by default. They can query 1 year’s worth of Event Log
File data if needed as part of a security incident response.
Who: This change is available to Government Cloud users who purchased Salesforce Shield or Salesforce Event Monitoring add-on
subscriptions.
How: Access this setting from Setup under Event Monitoring Settings.

Spring ’24 is all about making key management easier. All encryption policy controls and settings are now on a single page in Setup.
Probabilistic and deterministic key types have clearer names. You can now encrypt search indexes with fully manageable key pairs.
Encrypt personally identifiable information in Grantmaking records. And External Key Management is available in all commercial zones.
IdeaExchange Delivered: Use External Key Management in All Commercial Zones

The Shield Platform Encryption External Key Management (EKM) service is available for use in all commercial zones. When you encrypt
data with keys stored outside of Salesforce, you exercise more direct control over keys. You can also protect sensitive data while
addressing data residency and regulatory requirements. With EKM, create a secure connection to AWS Key Management Service
(KMS). Salesforce then uses your key stored in AWS KMS to encrypt and decrypt Salesforce data. We delivered this feature thanks to
your ideas on IdeaExchange. EKM key pairs encrypt the same data that other keys in Salesforce encrypt, including standard and
custom fields, CRM Analytics data, search indexes, and data stored in the event bus.
Configure Your Encryption Policy with Fewer Clicks
The Shield Platform Encryption pages in Setup are streamlined to save you time when setting up and configuring your encryption
policy. The new Encryption Settings page combines all encryption policy and advanced customization settings on one page. Now
you can apply encryption to files and attachments, search indexes, and other data stores at the same time that you turn on other
settings such as deterministic encryption. Previously, these settings were spread across separate Advanced Settings and Encryption
Policy pages.
Enjoy Clearer Names for Probabilistic and Deterministic Tenant Secrets
Tenant secrets that apply probabilistic and deterministic encryption schemes to your data now have clearer names. The new names
in Setup, Fields and Files (Probabilistic) and Fields (Deterministic), don’t change how your tenant secrets function. They more clearly
define the data that each encryption scheme applies to.
Encrypt Search Index Keys With Manageable Root Keys
Improvements to the Shield Platform Encryption architecture give you more ways to control the key material that encrypt search
indexes. Salesforce has always used envelope encryption to secure your tenant secrets and customer-supplied keys. Now you can
control the root key that generates and encrypts a data encryption key (DEKs) for your search indexes.
Encrypt Grantmaking Compliant Data Sharing Comments
Grantmaking Compliant Data Sharing records sometimes contain sensitive or personally identifiable information (PII). You can now
encrypt the Comments field on the Funding Opportunity Participant object.
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Bank Account Number records contain sensitive or personally identifiable information (PII). You can encrypt the Bank Account
Number field on the Payment Instrument object using the probabilistic, case-sensitive deterministic, or case-insensitive deterministic
encryption scheme.
Use External Key Management in All Commercial Zones

The Shield Platform Encryption External Key Management (EKM) service is available for use in all commercial zones. When you encrypt
data with keys stored outside of Salesforce, you exercise more direct control over keys. You can also protect sensitive data while addressing
data residency and regulatory requirements. With EKM, create a secure connection to AWS Key Management Service (KMS). Salesforce
then uses your key stored in AWS KMS to encrypt and decrypt Salesforce data. We delivered this feature thanks to your ideas on
IdeaExchange. EKM key pairs encrypt the same data that other keys in Salesforce encrypt, including standard and custom fields, CRM
Analytics data, search indexes, and data stored in the event bus.
Who: Available to customers who purchased the Salesforce Shield or Shield Platform Encryption, and Cache-Only Key Service, add-on
subscriptions. For product availability and purchasing information, contact your account executive.
SEE ALSO:
Object Reference for the Salesforce Platform: ExternalEncryptionRootKey (can be outdated or unavailable during release preview)
Configure Your Encryption Policy with Fewer Clicks

The Shield Platform Encryption pages in Setup are streamlined to save you time when setting up and configuring your encryption policy.
The new Encryption Settings page combines all encryption policy and advanced customization settings on one page. Now you can
apply encryption to files and attachments, search indexes, and other data stores at the same time that you turn on other settings such
as deterministic encryption. Previously, these settings were spread across separate Advanced Settings and Encryption Policy pages.
Who: Available to customers who purchased a Salesforce Shield or Shield Platform Encryption add-on subscription.
How: In Setup, go to the new Encryption Settings page. Settings for applying encryption to data stores are under the Encryption Policy
section. Customizations that require extra steps or planning, such as encrypting individual fields, are under the Advanced Encryption
Settings section.
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SEE ALSO:
Salesforce Help: Set Up Your Encryption Policy (can be outdated or unavailable during release preview)
Enjoy Clearer Names for Probabilistic and Deterministic Tenant Secrets

Tenant secrets that apply probabilistic and deterministic encryption schemes to your data now have clearer names. The new names in
Setup, Fields and Files (Probabilistic) and Fields (Deterministic), don’t change how your tenant secrets function. They more clearly define
the data that each encryption scheme applies to.
How: New tenant secret names apply to new and existing tenant secrets. On the Key Management page, you can see existing keys on
the Fields and Files (Probabilistic) and Fields (Deterministic). No action is needed on your part. To preserve automated key processes,
API values for the TenantSecret Type field haven’t changed.
SEE ALSO:
Salesforce Help: Manage Tenant Secrets by Type (can be outdated or unavailable during release preview)
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Salesforce Spring ’24 Release Notes Security Center
Encrypt Search Index Keys With Manageable Root Keys

Improvements to the Shield Platform Encryption architecture give you more ways to control the key material that encrypt search indexes.
Salesforce has always used envelope encryption to secure your tenant secrets and customer-supplied keys. Now you can control the
root key that generates and encrypts a data encryption key (DEKs) for your search indexes.
How: When your org’s search indexes are upgraded to support root keys, we generate a Salesforce root key for you. Your root key is
visible on the Key Management page in Setup. Root keys aren’t compatible with tenant secrets. If you have a search index tenant secret,
create a DEK to encrypt your search indexes. On the Key Management page, select the Search Index tab and click Generate DEK. The
new DEK is applied to new indexes as they’re added. Just like other keys in Salesforce, you can rotate root keys and DEKs for control over
your key lifecycle and encryption policy.
Encrypt Grantmaking Compliant Data Sharing Comments

Grantmaking Compliant Data Sharing records sometimes contain sensitive or personally identifiable information (PII). You can now
encrypt the Comments field on the Funding Opportunity Participant object.
is enabled.
Who: This change is available to customers who purchased Salesforce Shield or Shield Platform Encryption add-on subscriptions.
How: On the Encryption Settings page, click Select Fields. Then click Edit, and select the Comments field of the Funding Opportunity
Participant object. You can encrypt the Comments field with the probabilistic, case-sensitive deterministic, or case-insensitive deterministic
encryption schemes on this object.

Bank Account Number records contain sensitive or personally identifiable information (PII). You can encrypt the Bank Account Number
field on the Payment Instrument object using the probabilistic, case-sensitive deterministic, or case-insensitive deterministic encryption
scheme.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where Nonprofit Cloud is enabled
and is available with a Salesforce Shield or Shield Platform Encryption add-on subscription.
How: On the Encryption Settings page, edit the Bank Account Number field of the Payment Instrument object.
Security Center
View anomalous guest user activity right from the Threat Detection app in Security Center. Enjoy an enhanced user experience curated
to your needs. Ensure comprehensive insight into all your rollout activities with additional system permissions.
Review Guest User Anomaly Threat Detection Data in Security Center

Evaluate guest user threat detection data right from the Threat Detection app in Security Center.
Benefit from More Relevant Information in Security Center
Enjoy an enhanced interface curated to your needs by only seeing tabs that are relevant to your Security Center permissions.
Understand the context in which you have a permission by knowing if a permission set is session-based. Access accurate installation
information for Managed Package metrics so you can easily determine who installed a package and who upgraded a package.
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Salesforce Spring ’24 Release Notes Other Security Changes

Ensure comprehensive insight into all your rollout activities with additional system permissions, including API Only User Access,
Access Data Cloud Data Explorer, Allows User Access Data Cloud, and Allows User Access Data Cloud Setup Menu.
Review Guest User Anomaly Threat Detection Data in Security Center

Evaluate guest user threat detection data right from the Threat Detection app in Security Center.
Who: This change is available to users with the Security Center add-on subscription.
How: On the Summary page in the Security Center app, select Threat Detection. Or under the Monitoring category in the navigation
bar, click Threat Detection.
SEE ALSO:
Salesforce Help: Review Threat Detection Events (can be outdated or unavailable during release preview)
Benefit from More Relevant Information in Security Center

Enjoy an enhanced interface curated to your needs by only seeing tabs that are relevant to your Security Center permissions. Understand
the context in which you have a permission by knowing if a permission set is session-based. Access accurate installation information for
Managed Package metrics so you can easily determine who installed a package and who upgraded a package.

Ensure comprehensive insight into all your rollout activities with additional system permissions, including API Only User Access, Access
Data Cloud Data Explorer, Allows User Access Data Cloud, and Allows User Access Data Cloud Setup Menu.
How: Monitor system permissions from your Security Center dashboard via the Permissions category in Security Overview.
SEE ALSO:
Salesforce Help: Security Center Metrics (can be outdated or unavailable during release preview)
Other Security Changes

Update your trusted URLs for an upcoming change to the system-defined content security policy (CSP), and block untrusted cross-org
redirections. Update your connected apps with newly required information for Google Firebase projects.
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To help prevent cross-site scripting (XSS) and other code injection attacks, Salesforce plans to update the system-defined trusted
URLs in Summer ’24. This change updates your content security policy (CSP), which controls which resources Lightning components,
third-party APIs, and WebSocket connections can load. Prepare for this change by reviewing the impacted CSP directives via the
new CSP Violations list. Then, to allow Salesforce to load those resources from URLs that you trust, update your trusted URLs and
their CSP directives.
To protect your users and network, limit redirections to other Salesforce orgs. Add the specific Salesforce org URLs that you trust to
the Trusted URLs for Redirects allowlist. This update was first available in Winter ’24.
Enter New Firebase Information for Android Push Notifications
Because of a change in how Google handles push notifications for apps, Android mobile connected apps now collect the Admin
SDK private key and project ID from a Google Firebase project.
Because the HTTP X-XSS-Protection response header is deprecated, we removed the Enable XSS Protection setting from the Session
Settings Setup page and from Health Check. To help prevent cross-site scripting (XSS) and other code injection attacks, configure
content security policy (CSP) directives for your Trusted URLs.

To help prevent cross-site scripting (XSS) and other code injection attacks, Salesforce plans to update the system-defined trusted URLs
in Summer ’24. This change updates your content security policy (CSP), which controls which resources Lightning components, third-party
APIs, and WebSocket connections can load. Prepare for this change by reviewing the impacted CSP directives via the new CSP Violations
list. Then, to allow Salesforce to load those resources from URLs that you trust, update your trusted URLs and their CSP directives.
When: Salesforce plans to update the trusted URL format requirements in Summer ’24.
How: From Setup, in the Quick Find box, enter CSP Violations, and then select CSP Violations. The CSP Violations list includes
an entry for each unique combination of an external URL and CSP context with at least one CSP directive that’s blocked when Salesforce
implements this change. To update your trusted URLs and the related CSP directives, click Manage Trusted URLs.
517
SEE ALSO:
Salesforce Help: Review and Resolve CSP Violations (can be outdated or unavailable during release preview)

To protect your users and network, limit redirections to other Salesforce orgs. Add the specific Salesforce org URLs that you trust to the
Trusted URLs for Redirects allowlist. This update was first available in Winter ’24.
When: Salesforce enforces this update in Summer ’24. In orgs that received Winter ’24 before October 2023, this release update was
enabled by default. To get the major release upgrade date for your instance, go to Trust Status, search for your instance, and click the
maintenance tab.
How: From Trusted URLs for Redirects in Setup, disable Allow untrusted cross-org redirections (available in Lightning only). Or you
can set the enableCrossOrgRedirects field on the SecuritySettings metadata API type to false.
To review this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. For Allow
Only Trusted Cross-Org Redirections, follow the testing and activation steps.
SEE ALSO:
Salesforce Help: Trust Redirections to Your Other Salesforce Orgs (can be outdated or unavailable during release preview)
Release Updates
Enter New Firebase Information for Android Push Notifications

Because of a change in how Google handles push notifications for apps, Android mobile connected apps now collect the Admin SDK
private key and project ID from a Google Firebase project.
Where: This change applies to mobile connected apps with Android push notifications. Connected apps can be created in Group,
Professional, Enterprise, Essentials, Performance, Unlimited, and Developer editions.
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Salesforce Spring ’24 Release Notes Service
How: Get the required information from your Firebase project in the Google Firebase Console. Then submit the information to your
mobile connected app’s settings in App Manager.
SEE ALSO:
Salesforce Help: Configure Android Push Notifications (can be outdated or unavailable during release preview)

Because the HTTP X-XSS-Protection response header is deprecated, we removed the Enable XSS Protection setting from the Session
Settings Setup page and from Health Check. To help prevent cross-site scripting (XSS) and other code injection attacks, configure content
security policy (CSP) directives for your Trusted URLs.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Personal, Contact Manager, Group, Professional,
Enterprise, Performance, Unlimited, Developer, and Database.com editions. Trusted URLs are available in Enterprise, Performance,
Developer, and Unlimited editions.
SEE ALSO:
Salesforce Help: Manage Trusted URLs (can be outdated or unavailable during release preview)
Salesforce Help: Security Health Check (can be outdated or unavailable during release preview)
Service

Get Work Summaries and Service Replies for Chat in more languages. See Knowledge Articles used to draft Service Replies from the
console. Use conversation data to create Bot intents with Conversation Mining, now generally available.
Reduce costs and improve customer service with new Service Intelligence features. Help agents predict the time, effort, and potential
escalations it takes to close each case. Measure the effectiveness of your Knowledge articles with ROI and cost-saving metrics. Manage
app installation and refreshes in one place and install version 3.0 of the Service Data Kit.
Channels
Create enhanced SMS and Partner Messaging channels, wrap up calls and enhanced messaging sessions faster with Einstein Work
Summaries, and more.
Knowledge
Unify all your organizational knowledge within Salesforce for a fully integrated knowledge base and search experience. View and
analyze Knowledge article engagement metrics across channels and contexts. Access an expanded list of video formats to enhance
the capabilities of your knowledge articles.
Self-Service
Self-Service provides an online support channel for your customers, allowing them to resolve their inquiries without contacting a
customer service representative.
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Salesforce Spring ’24 Release Notes Einstein for Service
Service Catalog
Create fulfillment automations faster, restrict access to catalog items, search for catalog items easily, and navigate your Service
Catalog site effortlessly.
Routing
Work efficiently and easily with the new Omni-Channel sidebar. Choose which tabs to display in Omni Supervisor and create custom
Omni Supervisor tabs. Select multiple queues to monitor simultaneously and see the applied filter on the Supervisor Wallboard. Hide
agents’ identities in Voice and Messaging transcripts. Use Enhanced Omni-Channel in apps with standard navigation. Use status-based
capacity to pause messaging sessions and keep track of the sessions you’ve paused.
Simplify Text Data Analysis By Using Natural Language Processing (NLP) Services
Analyze the text-based survey responses based on entities and keyphrases by using Natural Language Processing (NLP) Services.
AWS integration offers flexibility in selecting the services like keyphrase and entity extraction. Access results easily in the Natural
Language Processing Insights card, which you can drag to any lightning page. Ensure that Amazon Comprehend is enabled in your
AWS account.

Get Work Summaries and Service Replies for Chat in more languages. See Knowledge Articles used to draft Service Replies from the
console. Use conversation data to create Bot intents with Conversation Mining, now generally available.

Einstein Bots is now part of Einstein Platform. Check out the Einstein section for the latest and greatest bot features and enhancements.
Work Summaries now supports English, French, German, Italian, Japanese, and Spanish.
Transform conversation data into service insights and build bot intents with Einstein Conversation Mining.
Supercharge agent productivity using generative AI with Einstein Service Replies for chat and email, and, Service Replies with
Knowledge grounding in six languages, now generally available.
SEE ALSO:
Einstein Features

Einstein Bots is now part of Einstein Platform. Check out the Einstein section for the latest and greatest bot features and enhancements.
SEE ALSO:
Einstein Bots
Work Summaries now supports English, French, German, Italian, Japanese, and Spanish.
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Now generally available, Einstein Work Summaries supports five more languages: French, German, Italian, Japanese, and Spanish.

Now generally available, Einstein Work Summaries supports five more languages: French, German, Italian, Japanese, and Spanish.
Where: This change applies to Lightning Experience in Unlimited Edition with Service Cloud Einstein and the Einstein GPT for Service
add-on.
To purchase the Einstein GPT for Service add-on, contact your Salesforce account executive.
When: This feature is available starting December 15, 2023.
How: Einstein detects the case language and drafts summaries accordingly. If Einstein can’t detect the language, summaries are drafted
in the user locale’s language.
SEE ALSO:
Salesforce Help: Use Work Summaries in the Console

Transform conversation data into service insights and build bot intents with Einstein Conversation Mining.
Get Service Insights and Build Bot Intents with Einstein Conversation Mining (Generally Available)
Use Einstein Conversation Mining to transform conversation data into service insights and build bot intents. Einstein Conversation
Mining replaces time-consuming transcript analysis that otherwise takes weeks.
Get Service Insights and Build Bot Intents with Einstein Conversation Mining (Generally Available)
Use Einstein Conversation Mining to transform conversation data into service insights and build bot intents. Einstein Conversation Mining
replaces time-consuming transcript analysis that otherwise takes weeks.
with the Service Intelligence add-on. Setup for Einstein Conversation Mining is available only in Lightning Experience.
Why: Create reports based on specific audience details, using any field on your live chat transcript or associated case record. The ability
to create multiple reports based on filters of the same data set helps you customize bots for different customers’ needs. Einstein then
groups and ranks the requests, identifying the contact reasons that are most frequent and easiest to automate. Then, you can send the
chat data from the contact reason over to Einstein Bots or create an intent set.
How: Go to Einstein Conversation Mining in setup. Then turn on Einstein Conversation Mining to opt in.
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Einstein Conversation Mining requires at least 2,500 records with an identifiable contact reason. Einstein Conversation Mining excludes
conversations without an identifiable contact reason, such as partial conversations with no business use case. Einstein Conversation
Mining must have 2,500 records after any filters are applied to create a report.
SEE ALSO:
Salesforce Help: Einstein Conversation Mining

Supercharge agent productivity using generative AI with Einstein Service Replies for chat and email, and, Service Replies with Knowledge
grounding in six languages, now generally available.
Use Service Replies for Chat in More Languages

Now generally available, Einstein Service Replies for Chat supports five more languages: French, German, Italian, Japanese, and
Spanish.
See the Knowledge Article Einstein Used to Draft Grounded Service Replies
Help agents quickly focus in on relevant case information with links to knowledge articles from recommended replies. In a live chat
or messaging session, Einstein shows which replies are based on knowledge articles in the replies component. To see the source
article, click Knowledge.
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Use Service Replies for Chat in More Languages

Now generally available, Einstein Service Replies for Chat supports five more languages: French, German, Italian, Japanese, and Spanish.
add-on.
How: To use grounded replies in multiple languages you need multi-language enabled in your knowledge settings and at least one
knowledge article in the language you want to use. For replies based on the conversation context, Einstein detects the language and
drafts replies accordingly. So, if you start a conversation in Spanish, Einstein drafts and recommends replies to you in Spanish.
SEE ALSO:
Salesforce Help: Service Replies for Chat in the Console
See the Knowledge Article Einstein Used to Draft Grounded Service Replies
Help agents quickly focus in on relevant case information with links to knowledge articles from recommended replies. In a live chat or
messaging session, Einstein shows which replies are based on knowledge articles in the replies component. To see the source article,
click Knowledge.
add-on.
How: After you set up Service Replies for Chat and Service AI Grounding, Einstein uses your knowledge base to draft replies. When agents
use replies in a live chat or messaging session, Einstein drafts and recommends relevant replies. Below each reply Einstein shows which
replies are based on conversation context or knowledge. For replies based on knowledge articles, click the link to see the article Einstein
used as a source for the reply.
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Salesforce Spring ’24 Release Notes Service Intelligence
From the article, agents can learn more about issue resolution, limitations, and considerations for an issue, to quickly provide their
customers with the best information.
SEE ALSO:
Salesforce Help: Service Replies for Chat in the Console
Reduce costs and improve customer service with new Service Intelligence features. Help agents predict the time, effort, and potential
escalations it takes to close each case. Measure the effectiveness of your Knowledge articles with ROI and cost-saving metrics. Manage
app installation and refreshes in one place and install version 3.0 of the Service Data Kit.

Go to one place to manage all the tasks associated with your apps. Install apps, view logs, reconfigure apps, or refresh apps. And,
when you install an app, you can quickly see whether the installation was successful and troubleshoot any errors. Previously, these
functions were in multiple places.
Monitor Knowledge Engagements Across Channels and Contexts
Measure the effectiveness of your knowledge base and get recommendations on how to increase ROI with the Knowledge Effectiveness
dashboard. Across all Service channels and Einstein products, find out how Knowledge is providing value through direct views or
Knowledge-grounded generative AI content.
Add the Customer Effort Score insight component to your case page layouts so your agents can see how much effort the customer
is putting into the case, at a glance. Customer effort directly impacts customer satisfaction, so understanding this score helps level
up your customer service.
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Help Agents Predict Customer Escalations

While working on cases, see AI-powered insights that estimate the likelihood customers will escalate their cases. Propensity to
Escalate is a machine learning model built using Einstein Studio No Code Builder.
Apply Additional Service Assets in Data Cloud
Bring more of your service data into Service Cloud with Service Data Kit version 3.0. This updated version includes Knowledge, Service
Catalog, Incident Management, and Field Service data bundles with easy installation of knowledge, service catalog, entitlement, and
incident assets. These data assets power Service Intelligence, a data-driven solution that shows key contact center performance
metrics. You can also use the Service data kit outside of Service Intelligence to ingest service-related data to Data Cloud and build
your own applications.

Go to one place to manage all the tasks associated with your apps. Install apps, view logs, reconfigure apps, or refresh apps. And, when
you install an app, you can quickly see whether the installation was successful and troubleshoot any errors. Previously, these functions
were in multiple places.
Where: This change applies to Service Cloud in Lightning Experience in Enterprise and Unlimited editions for an additional cost.
How: In the Service Intelligence setup menu, installed versions of Service Intelligence are listed. View details about the app installation,
including each task’s success or failure, schedule app refreshes, or refresh the app instantly from the menu.
SEE ALSO:
Salesforce Help: Service Intelligence (can be outdated or unavailable during release preview)
Monitor Knowledge Engagements Across Channels and Contexts

dashboard. Across all Service channels and Einstein products, find out how Knowledge is providing value through direct views or
Why: With the Knowledge Effectiveness dashboard, you can:
• Analyze article trends based on how often users engage with articles over time.
• View engagement metrics with legal documents and training materials to quickly assess whether your agents are meeting the
compliance and training objectives set by your company.
• Clarify ROI and cost saving metrics, such as reduced average handling time (AHT) and case deflection, by differentiating who is
engaging with an article.
SEE ALSO:
Salesforce Help: Service Intelligence Dashboards (can be outdated or unavailable during release preview)

Add the Customer Effort Score insight component to your case page layouts so your agents can see how much effort the customer is
putting into the case, at a glance. Customer effort directly impacts customer satisfaction, so understanding this score helps level up your
customer service.
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Who: To use the Customer Effort Score insight, you need the Service Intelligence User permission set. To manage the Customer Effort
Score Insight, you need the Service Intelligence Admin permission set.
How: Use Lightning App Builder to drag the Customer Effort Score component to a case or custom Lightning page.
SEE ALSO:
Help Agents Predict Customer Escalations

While working on cases, see AI-powered insights that estimate the likelihood customers will escalate their cases. Propensity to Escalate
is a machine learning model built using Einstein Studio No Code Builder.
Who: To use the Einstein Studio Insight, you need the Service Intelligence User permission set. To manage the Einstein Studio Insight,
you need the Service Intelligence Admin permission set.
How: Use Lightning App Builder to drag the component to a case or custom Lightning page.
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Salesforce Spring ’24 Release Notes Channels
SEE ALSO:

Bring more of your service data into Service Cloud with Service Data Kit version 3.0. This updated version includes Knowledge, Service
Catalog, Incident Management, and Field Service data bundles with easy installation of knowledge, service catalog, entitlement, and
incident assets. These data assets power Service Intelligence, a data-driven solution that shows key contact center performance metrics.
You can also use the Service data kit outside of Service Intelligence to ingest service-related data to Data Cloud and build your own
applications.
Who: To use the Incident Management bundle, you must have Incident Management enabled. To use the Incident data model object
(DMO), you must have Entitlement Management enabled.
How: If you have the Service data kit installed, upgrade it to ensure that it’s up to date. You can retrieve data assets for knowledge,
service catalog, entitlements, and incidents only when those features are turned on.
SEE ALSO:
Salesforce Help: Service Intelligence Assets (can be outdated or unavailable during release preview)
Salesforce Help: Install the Service Data Kit for Service Intelligence (can be outdated or unavailable during release preview)
Knowledge Article: Requirements to Create CRM Data Streams from Service Cloud Data Bundle (can be outdated or unavailable during
release preview)
Channels
Create enhanced SMS and Partner Messaging channels, wrap up calls and enhanced messaging sessions faster with Einstein Work
Summaries, and more.
Email
Service Email updates include improvements to Email-to-Case, an upgraded composer experience, and enhanced API accessibility.
Messaging
Connect an external messaging service to Salesforce with Partner Messaging, hide sensitive data in enhanced channels and Messaging
for In-App and Web, set up enhanced SMS channels, and explore other improvements to Messaging.
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Voice
Get streamlined support, simplify the agent workflow, and hide sensitive data from transcriptions.
Social Media
Social Customer Service Starter Pack is retiring.
Chat
Chat is in maintenance-only mode, and some users can’t set up new channels.
Channel Tools
A new landing page in Channel-Object Linking setup introduces Individual-Object Linking.
Email
Service Email updates include improvements to Email-to-Case, an upgraded composer experience, and enhanced API accessibility.
behavior, incoming emails aren’t matched using Ref IDs. Instead, they’re matched using a secure token in the email subject or body.
If no match is found, Email-to-Case checks metadata from the email headers. This update is scheduled for enforcement in Spring
’25.
Say more with the increased default character limit for body fields, customize your experience with threading preferences, and easily
route messages to the right teams.
Enjoy a Richer Email Composer Experience (Generally Available)
A new Lightning email editor is now generally available. This sleek HTML 5 editor offers a range of modern features, such as a more
responsive toolbar and an accessibility checker. Large recipient lists are no problem now that you can drag—or copy and
paste—recipients’ email addresses.
Transition to the Lightning Editor for Email Composers in Email-to-Case (Generally Available) (Release Update)
generally available in Lightning Experience.
behavior, incoming emails aren’t matched using Ref IDs. Instead, they’re matched using a secure token in the email subject or body. If
no match is found, Email-to-Case checks metadata from the email headers. This update is scheduled for enforcement in Spring ’25.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Unlimited, and Developer editions.
Why: To match emails to corresponding cases, Lightning threading combines token- and header-based threading. Similar to Ref ID
threading, token-based threading inserts a formatted string into the email body or subject, but this string is now created in a way that
meets Salesforce security standards. When Lightning threading is enabled, new outbound emails don’t include a Ref ID.
Disable Ref ID and Transition to New Email Threading Behavior, follow the testing and activation steps.
When you enable Lightning threading, emails continue to thread to cases using email headers. If you disable the update and move back
to Ref ID, emails don’t always thread to previously created cases, resulting in new cases being generated. If Do Not Auto-Enable New
Features is off, we set email preferences for threading tokens based on the corresponding Ref ID settings for email subjects and bodies.
If you use merge fields in email templates, replace Case.Thread_Id with the merge field Case.Thread_Token.
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In your custom code, replace Cases.getCaseIdFromEmailThreadId wherever it occurs with Cases.getCaseIdFromEmailHeaders,

EmailMessages.getRecordIdFromEmail, or a combination of both.
SEE ALSO:
Knowledge Article: Disable Ref ID and Switch to Lightning Threading
Release Updates
Say more with the increased default character limit for body fields, customize your experience with threading preferences, and easily
route messages to the right teams.
Why: Here’s what changed.
• The default character limit for email body fields went from 32,000 to 131,072, so you don’t need to increase your org’s limit through
a support case.
• If your org uses Lightning threading, you can now choose how emails are threaded if no match is found using tokens. This change
means you have more flexibility to choose from tokens, metadata from headers, or both.
• We enabled EmailMessage in User Interface API.
• We added an EmailRoutingAddress field to the Email Message object. This change makes it easier to connect each inbound email
with the team it’s meant for, even when the team’s email address is hidden within a distribution list or placed in BCC. The
EmailRoutingAddress object is exposed in sObject API.
How: To set your threading preferences, go to the Email-to-Case page in Setup.
SEE ALSO:
Knowledge Article: Disable Ref ID and Switch to Lightning Threading
Developer Documentation: EmailMessage
Enjoy a Richer Email Composer Experience (Generally Available)

A new Lightning email editor is now generally available. This sleek HTML 5 editor offers a range of modern features, such as a more
responsive toolbar and an accessibility checker. Large recipient lists are no problem now that you can drag—or copy and paste—recipients’
email addresses.
How: This update is available to Salesforce orgs with Email-to-Case enabled. Orgs created in Winter ‘24 or later see the new editor by
default.. Older orgs can enable the update in Setup.
Transition to the Lightning Editor for Email Composers in Email-to-Case (Generally Available) (Release
Update)
generally available in Lightning Experience.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer
editions.
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Why: Salesforce is replacing the email editor in the docked and case feed email composers and switching to a modern editor based in
HTML 5. The new editor provides similar functionality in Lightning Experience. New features include:
• Full-screen mode
• Printing
• Undo and Redo buttons
• Format painting
• Emoji picker
• Resizability
• A more responsive toolbar
• Smart copy-paste functionality
You can drag, as well as copy and paste, file attachments and inline images into the editor.
The embed media action was removed because most email clients don’t allow iframed content.
How: Salesforce admins enable this release update. After the release update is enabled, users see similar functionality when they compose
and edit emails. For some plugins and complex features such as tables, limitations apply. To revert to the previous editor, disable the
release update.
SEE ALSO:
Release Updates
Messaging
Connect an external messaging service to Salesforce with Partner Messaging, hide sensitive data in enhanced channels and Messaging
for In-App and Web, set up enhanced SMS channels, and explore other improvements to Messaging.
Get Started with Enhanced Messaging for SMS (Generally Available)

Deliver rich, contextually relevant experiences to your customers and service agents with an enhanced long code or short code SMS
channel. Transfer or inactivate messaging sessions, work faster with the Enhanced Conversation page component, and more.
Accept Larger Files in Apple Messages for Business
End users can now send 100 MB files to your business in Apple Messages for Business channels. Previously, outbound files could be
up to 100 MB, but inbound files couldn’t exceed 25 MB.
Close Out Enhanced Messaging Sessions Faster Using Einstein Work Summaries
Save agents time with high quality, AI-generated summaries of enhanced messaging sessions. For each conversation, Einstein
generates three outputs: the summary, the issue, and the resolution. This feature is available for English only.
Populate Pre-Chat Form Fields by Using an API
When logged-in customers start a messaging conversation that has a pre-chat form, agents already know basic information like
their name and email address. With Pre-Chat API, you can populate these pre-chat form fields with the known information.
Protect your agents by hiding their real names in Chat transcripts with the new Agent Alias feature.
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Extend Customization of the Enhanced Conversation Component

In Winter ’24, we introduced customization options for the Enhanced Conversation component. Now you can hide even more
components and actions and choose how many minutes can pass until agents are nudged to respond.
Message Customers in Right-to-Left Languages
In Winter ’24, we announced support for right-to-left languages in the end-user messaging experience of Messaging for In-App and
Web. Now agents in enhanced Messaging channels and Messaging for In-App and Web can also read and write messages in
right-to-left languages.
Use the Card Carousel format on questions with options in Messaging for In-App and Web, and say goodbye to the Messaging
Components page component.
Connect your preferred messaging service to Salesforce with Partner Messaging. Use the features you love from your external
messaging service while maintaining a consistent agent and supervisor experience within Salesforce.
Use Status-Based Capacity with Messaging (Beta)
Measure agent capacity more accurately with status-based capacity for enhanced Messaging channels and Messaging for In-App
and Web. When a status-based capacity model is used, a messaging agent’s capacity is based on the status of their accepted work
rather than on the number of open tabs and sessions. Previously, Messaging worked only with a tab-based capacity model.
Block Sensitive Data in Enhanced Messaging, Messaging for In-App and Web, and Voice Transcripts
Set up rules that hide particular data patterns in enhanced messaging sessions, Messaging for In-App and Web sessions, and Voice
transcripts. For example, hide credit card numbers or profanity. You can remove the sensitive text or replace it with custom text,
such as “(credit card number)”. Previously, sensitive data rules were available only in standard Messaging channels.
Provide Double Opt-In Support in Enhanced Messaging
Change the required consent level of an enhanced Messaging channel so that customers must confirm twice that they want to
receive messages from you. Changing a channels’ consent type to Double Opt-In helps ensure that you’re sending messages only
to customers who want to receive them.
Speed Through Messaging Sessions with the Omni-Channel Sidebar
Keep up with all your work while handling messages. The new sidebar view optimizes screen real estate and lets you see your inbox
and notifications while you work.
Optimize Messaging for In-App and Web with a New Trailhead Badge
Learn about user verification, custom pre-chat fields, conditional availability of the chat button, messaging components, and tools
that improve the agent experience. Earn a badge reviewing these options in the new Optimize Messaging for In-App and Web
Trailhead badge.
Customize Your Messaging Conversation Window Header with Lightning Web Components
To change the look and feel of your messaging conversation window header without writing an entire messaging application from
scratch, use Lightning Web Components.
Get Started with Enhanced Messaging for SMS (Generally Available)

Deliver rich, contextually relevant experiences to your customers and service agents with an enhanced long code or short code SMS
channel. Transfer or inactivate messaging sessions, work faster with the Enhanced Conversation page component, and more.
Where: This change applies to enhanced SMS channels. View required editions.
Why: In enhanced SMS channels, agents can:
• Transfer a messaging session to another agent, queue, or routing flow.
• Insert quick text, emoji, and files using the messaging actions in the Enhanced Conversation component.
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• Send messaging components in plain text format.

• Raise a flag to request help from a supervisor during an active messaging session and receive whispered guidance from the supervisor.
• Mark messaging sessions inactive if the customer stops responding.
How: To create an enhanced SMS channel, click New Channel on the Messaging Settings page in Setup. Select SMS, and then select
Enhanced. Then, follow the instructions on the screen to create a case requesting your channel.
Important: If a number is in use in a standard SMS channel, it’s not possible to move that number to an enhanced SMS channel.
And if a number is in use in a standard or enhanced channel in a sandbox, it’s not possible to move that number to an enhanced
SMS channel in production.
SEE ALSO:
Salesforce Help: Compare Standard and Enhanced SMS Channel Capabilities (can be outdated or unavailable during release preview)
Salesforce Help: Create SMS Long Code Channels in Service Cloud (can be outdated or unavailable during release preview)
Salesforce Help: Create SMS Short Code Channels in Service Cloud (can be outdated or unavailable during release preview)
Accept Larger Files in Apple Messages for Business

End users can now send 100 MB files to your business in Apple Messages for Business channels. Previously, outbound files could be up
to 100 MB, but inbound files couldn’t exceed 25 MB.
Where: This change applies to enhanced Apple Messages for Business channels. View required editions.
Close Out Enhanced Messaging Sessions Faster Using Einstein Work Summaries
Save agents time with high quality, AI-generated summaries of enhanced messaging sessions. For each conversation, Einstein generates
three outputs: the summary, the issue, and the resolution. This feature is available for English only.
Where: Einstein generative AI is available in Unlimited editions with Lightning Experience. Available in Salesforce orgs with:
• Service Cloud Einstein and the Einstein GPT for Service add-on. To purchase the Einstein GPT for Service add-on, contact your
Salesforce account executive.
• Service Cloud Enhanced Messaging Channels
SEE ALSO:
Wrap Up Call and Enhanced Messaging Sessions Faster with Einstein Work Summaries
Populate Pre-Chat Form Fields by Using an API

When logged-in customers start a messaging conversation that has a pre-chat form, agents already know basic information like their
name and email address. With Pre-Chat API, you can populate these pre-chat form fields with the known information.
Where: This change applies to Messaging for Web channels. View required editions.
How: Use the setVisiblePrechatFields() and unsetVisiblePrechatFields() methods of the prechatAPI from your Messaging for Web client.
SEE ALSO:
Developer Doc: Populate Pre-Chat Form Fields
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Protect your agents by hiding their real names in Chat transcripts with the new Agent Alias feature.
Where: This feature is available in Enhanced Messaging Channels and Messaging for In-App and Web. View required editions
SEE ALSO:
Protect Your Agents’ Identities with Agent Aliases
Extend Customization of the Enhanced Conversation Component

In Winter ’24, we introduced customization options for the Enhanced Conversation component. Now you can hide even more components
and actions and choose how many minutes can pass until agents are nudged to respond.
Where: This feature is available in Enhanced Messaging Channels and Messaging for In-App and Web. View required editions.
How: From the Lightning App Builder, make your customizations to the Enhanced Conversation component. Then save your changes.
SEE ALSO:
Salesforce Help: Customize the Enhanced Conversation Component in the Agent Console
Message Customers in Right-to-Left Languages

In Winter ’24, we announced support for right-to-left languages in the end-user messaging experience of Messaging for In-App and
Web. Now agents in enhanced Messaging channels and Messaging for In-App and Web can also read and write messages in right-to-left
languages.
Where: This change applies to Enhanced Facebook Messenger, Enhanced WhatsApp, Enhanced Apple Messaging for Businesses,
Enhanced SMS Messaging, Partner Messaging and Messaging for In-App and Web. View required editions.
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How: Enable a right-to-left language in Salesforce.

Use the Card Carousel format on questions with options in Messaging for In-App and Web, and say goodbye to the Messaging Components
page component.
Where: This change applies to enhanced Messaging channels and Messaging for In-App and Web. View required editions.
How: Here’s what changed.
• The Card Carousel format is now supported in Messaging for In-App and Web for questions with static or dynamic options. This
format lets end users select from a carousel of images with text.
• The Messaging Components page component is now retired and is automatically removed from any page layouts that contained
it. To send messaging components, agents can use the messaging component action in the messaging window.

Connect your preferred messaging service to Salesforce with Partner Messaging. Use the features you love from your external messaging
service while maintaining a consistent agent and supervisor experience within Salesforce.
Where: This feature is available in Enterprise, Unlimited, and Developer editions for Service Cloud or Sales Cloud with the Digital
Engagement add-on license.
How: Download a managed package from the App Exchange or build your own integration in Workbench. In Setup, go to Messaging
Settings, and follow the steps to add the Partner Messaging channel. Set up an Omni-Channel Flow for routing.
SEE ALSO:
Salesforce Help: Partner Messaging
Use Status-Based Capacity with Messaging (Beta)

Measure agent capacity more accurately with status-based capacity for enhanced Messaging channels and Messaging for In-App and
Web. When a status-based capacity model is used, a messaging agent’s capacity is based on the status of their accepted work rather
than on the number of open tabs and sessions. Previously, Messaging worked only with a tab-based capacity model.
Where: This change applies to enhanced Messaging channels and Messaging for In-App and Web. View required editions.
This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to
the applicable Beta Services Terms provided at Agreements and Terms.
Why: Here’s how using status-based capacity instead of tab-based capacity changes the messaging agent experience.
• Closing the tab of an active messaging session doesn’t change the session’s status or ownership, and the agent isn’t prompted to
end or inactivate the session.
• If the agent goes offline, all their active sessions remain active.
• If a session is inactive and the customer sends a new message, the agent who was handling it receives the message and continues
helping the customer. In contrast, with tab-based capacity, the session is routed to the support team as if it were a new session. In
that case, complex routing logic is required to ensure that the same agent receives it.
• In standard (not console) apps, agents have more freedom to simultaneously view multiple messaging session records without
session ownership being affected.
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• With status-based capacity, an agent can be assigned a total of 100 work items at a time, versus having up to 100 tabs open with
tab-based capacity.
How: On the Omni-Channel Settings page in Setup, make sure that enhanced routing is enabled and then select Enable Status-Based
Capacity Model. Then, on the Service Channels page in Setup, edit your messaging service channel and update the fields in the Capacity
Settings section. For this beta, some customers can’t enable this feature in sandboxes.
SEE ALSO:
Pause Messaging Sessions with Omni-Channel Status-Based Capacity (Beta)
Salesforce Help: Set Up a Status-Based Capacity Model (can be outdated or unavailable during release preview)
Salesforce Help: Set Up Routing for Messaging Channels in Service Cloud (can be outdated or unavailable during release preview)
Set up rules that hide particular data patterns in enhanced messaging sessions, Messaging for In-App and Web sessions, and Voice
transcripts. For example, hide credit card numbers or profanity. You can remove the sensitive text or replace it with custom text, such
as “(credit card number)”. Previously, sensitive data rules were available only in standard Messaging channels.
Where: This change applies to enhanced Messaging channels, Messaging for In-App and Web, and Voice. View required editions.
How: To create a sensitive data rule, in Setup, go to the Sensitive Data Rules for Enhanced Channels page. Click New Rule, provide the
text patterns that you want to hide, and define your rule’s scope and behavior.
SEE ALSO:
Salesforce Help: Block Sensitive Data in Messaging Sessions and Voice Call Transcripts (can be outdated or unavailable during release
preview)
Provide Double Opt-In Support in Enhanced Messaging

Change the required consent level of an enhanced Messaging channel so that customers must confirm twice that they want to receive
messages from you. Changing a channels’ consent type to Double Opt-In helps ensure that you’re sending messages only to customers
who want to receive them.
Where: This change applies to enhanced Messaging channels. View required editions.
Why: Depending on the country where you operate, double opt-in consent can be required in some channels. Here’s an example of a
double opt-in exchange.
A customer sends you a message.
Business: (Opt-in prompt) Thanks for connecting with us! To opt into messaging, reply Yes.
Customer: (Opt-in keyword) Yes
Business: (Double opt-in prompt) To confirm that you want to review messages, reply Start.
Customer: (Double opt-in keyword) Start
Business: (Opt-in confirmation) Thanks for opting in and allowing us to send you messages.
Customize these prompts and keywords in your channel settings. You can also set them for multiple languages. Your double opt-in
keywords must differ from your opt-in keywords.
How: To customize the consent settings for an enhanced Messaging channel, go to the Messaging Settings page in Setup and click
your channel’s name. Then:
• Set your channel’s required consent level in the Consent Type field.
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• Write an opt-in prompt.

• Set keywords that customers use to opt into receiving messages, opt out of receiving messages, ask for help, or make a custom
request.
• Write the auto-responses that customers receive when they send keywords. The keyword must be the only content of the message
for it to trigger an auto-response.
• Set keywords and responses for languages other than your default language. A keyword can be used only once across the languages
that you add.
SEE ALSO:
Salesforce Help: Customize the Messaging Opt-In and Opt-Out Experience (can be outdated or unavailable during release preview)
Speed Through Messaging Sessions with the Omni-Channel Sidebar

Keep up with all your work while handling messages. The new sidebar view optimizes screen real estate and lets you see your inbox
and notifications while you work.
Where: This feature is available in Enhanced Messaging Channels and Messaging for In-App and Web. View Required Editions
SEE ALSO:
Get the Most out of Omni-Channel with the Sidebar Layout
Optimize Messaging for In-App and Web with a New Trailhead Badge
Learn about user verification, custom pre-chat fields, conditional availability of the chat button, messaging components, and tools that
improve the agent experience. Earn a badge reviewing these options in the new Optimize Messaging for In-App and Web Trailhead
badge.
When: This Trailhead badge is available as of January 14, 2023.
How: Visit the Trailhead site to earn your badge.
Customize Your Messaging Conversation Window Header with Lightning Web Components
To change the look and feel of your messaging conversation window header without writing an entire messaging application from
scratch, use Lightning Web Components.
Where: This change applies to Messaging for Web channels. View required editions. View required editions.
How: Create a Lightning web component. In the Embedded Service Deployment Settings page for your deployment, click Add Custom
UI Components. Select the Lightning web component from the Custom Component dropdown menu. Save your changes, and republish
your deployment.
SEE ALSO:
Developer Doc: Customize the Messaging Conversation Window Header
Voice
Get streamlined support, simplify the agent workflow, and hide sensitive data from transcriptions.
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Save agents time with high-quality, AI-generated summaries of voice calls and enhanced messaging sessions. For each conversation,
Einstein generates three outputs: the summary, the issue, and the resolution. This feature is available for English, French, German,
Italian, Japanese, and Spanish conversations.
Enable Single Sign-On with Your Own Identity Provider
Use your choice of a third-party identity provider solution for agents to log in to Voice from the Omni-Channel widget. For example,
if your Salesforce org uses Microsoft Azure as an identity provider, you can configure your contact center to require agents to log in
and out of the Azure single sign-on page from Omni-Channel.
Get Streamlined Support for Service Cloud Voice with Amazon Connect
Salesforce now offers simplified customer support for Service Cloud Voice with Amazon Connect. For questions regarding Amazon
Connect or Service Cloud Voice, contact Salesforce Customer Support, the one-stop shop for your service needs. When needed, to
resolve customer support inquiries on the customer's behalf, Salesforce works and shares information with AWS Support.
Choose a Device for Omni-Channel Notification Sounds
Let agents choose their preferred device for receiving notification sounds from Omni-Channel so they don’t miss work items routed
to them. For example, on the Omni-Channel widget, agents can choose to hear notifications on their headphones or laptop speakers.
This feature isn’t available in Apple’s Safari browser.
Set Voice Calls as Interruptible Work to Let Agents Handle the Most Important Tasks
Let supervisors set voice calls as interruptible so that Omni-Channel can route more urgent work from other channels to agents
immediately. For example, use an object for emergency situations that takes priority over voice calls. Automatically assign emergency
work items to agents even when they’re on calls. Omni-Channel looks at a work item’s size and interruptibility and then searches
for agents whose available capacities suit that work item.
Define rules that remove or replace particular data patterns in voice call transcripts. For example, replace all credit card numbers
with “(credit card number)” in transcripts. Sensitive data rules also apply to enhanced Messaging channels and Messaging for In-App
and Web.
Set Up Agents Quickly with Auto-Created Quick Connects
When you add users to a contact center that uses Amazon Connect telephony, you no longer manually create the quick connects
in Amazon. Instead, let Salesforce create them for you. Amazon quick connects let agents quickly dial other agents or view their
availability statuses when they transfer calls.
Take Advantage of Additional Einstein Conversation Insights Support for Amazon Connect
Einstein Conversation Insights can now analyze call recordings from Service Cloud Voice with Partner Telephony from Amazon
Connect. Previously, Einstein Conversation Insights could analyze recordings from Service Cloud Voice with Amazon Connect and
Service Cloud Voice with Partner Telephony.
This release update adds a new ruleDevName flow input parameter that’s sent to Recommendation Strategy and autolaunched
flows linked to the Conversation Intelligence rule. The input parameter contains the developer name of the rule.
Check More Critical Settings with the Voice Status Utility
In addition to helping agents check whether their browser, microphone, presence status, and Amazon Connect connection are
ready for voice calls, this utility now checks if an agent’s workspace is enabled with virtual desktop infrastructure (VDI) and a third-party
identity provider (IdP). These settings help admins and agents troubleshoot their Voice setup to get online faster.
Get the Latest Enhancements for Your Amazon Connect Contact
Take advantage of the Service Cloud Voice enhancements and bug fixes for your Amazon Connect contact center. Spring ’24 includes
Contact Center version 14.0. To test the updates before they go live in production, deploy them to your sandbox.
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Prepare for Google Chrome’s Phasing Out of Third-Party Cookies

Google is beginning a gradual rollout of its Privacy Sandbox initiative, which can impact Salesforce users on Service Cloud Voice
with Amazon Connect and Service Cloud Voice with Partner Telephony from Amazon Connect. If your users work with the Chrome
browser, prepare them for any disruptions and review your options.
Save agents time with high-quality, AI-generated summaries of voice calls and enhanced messaging sessions. For each conversation,
Einstein generates three outputs: the summary, the issue, and the resolution. This feature is available for English, French, German, Italian,
Japanese, and Spanish conversations.
Where: Einstein generative AI is available in Unlimited editions with Lightning Experience. Available in Salesforce orgs with:
• Service Cloud Einstein and the Einstein GPT for Service add-on. To purchase the Einstein GPT for Service add-on, contact your
Salesforce account executive.
• Service Cloud Enhanced Messaging Channels
• Service Cloud Voice with Amazon Connect
• Service Cloud Voice with Partner Telephony
• Service Cloud Voice with Partner Telephony from Amazon Connect
All models of Service Cloud Voice are available as an add-on license in Service and Sales Clouds.
How: To get started, enable Work Summaries (1), map the generated output to fields in a Salesforce object (2), and then activate
summaries for the service channel (3).
To show the summaries to agents, add the Einstein Field Recommendations component to the VoiceCall or Messaging Session record
pages.
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After the call or messaging session ends, Einstein generates values for the Summary, Issue, and Resolution fields. To generate values
during the call or session, agents click Get Einstein Recommendations in the Wrap-Up component of the service console. Agents can
review, edit, and save the generated summaries.
SEE ALSO:
Einstein Features
Salesforce Help: Einstein for Service: Work Summaries (can be outdated or unavailable during release preview)
Enable Single Sign-On with Your Own Identity Provider

Use your choice of a third-party identity provider solution for agents to log in to Voice from the Omni-Channel widget. For example, if
your Salesforce org uses Microsoft Azure as an identity provider, you can configure your contact center to require agents to log in and
out of the Azure single sign-on page from Omni-Channel.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions. Available in Salesforce orgs with these telephony
models.
How: In the contact center details page, configure your third-party identity provider.
When you click Telephony Settings on the contact center details page, the third-party identity provider logs you in to Amazon Connect.
When an agent sets themselves as available in the Omni-Channel widget, the identity provider logs them in to Amazon Connect behind
the scenes.
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Before proceeding to Voice on the Omni-Channel widget, agents log in to a single sign-on window. To log out of Voice, agents click
Log Out of Phone System from Omni-Channel and are redirected to a log out page on Amazon Connect. When agents are logged
out of their phone system, a message appears in Omni-Channel that they must refresh their browser to log in again.
SEE ALSO:
Salesforce Help: Configure Single Sign-On (SSO) with Your Own Identity Provider (can be outdated or unavailable during release
preview)
Salesforce Help: Use the Omni-Channel Widget to Work with Customers (can be outdated or unavailable during release preview)
Get Streamlined Support for Service Cloud Voice with Amazon Connect
Salesforce now offers simplified customer support for Service Cloud Voice with Amazon Connect. For questions regarding Amazon
Connect or Service Cloud Voice, contact Salesforce Customer Support, the one-stop shop for your service needs. When needed, to resolve
customer support inquiries on the customer's behalf, Salesforce works and shares information with AWS Support.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions. Available in Salesforce orgs with this telephony
model.
SEE ALSO:
Salesforce Help: Get Expert Support for Service Cloud Voice (can be outdated or unavailable during release preview)

Let agents choose their preferred device for receiving notification sounds from Omni-Channel so they don’t miss work items routed to
them. For example, on the Omni-Channel widget, agents can choose to hear notifications on their headphones or laptop speakers. This
feature isn’t available in Apple’s Safari browser.
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How: Click the Settings icon on the Omni-Channel widget and choose the device under Ringer Output.
You can choose a device after the Omni-Channel widget loads with a valid device ID for the Ringer Output. Otherwise your system device
is set as the default ringer. The device you choose is set for your current browser only. For example, if you choose a device for Google
Chrome, that device isn’t set for Mozilla Firefox.
SEE ALSO:
Salesforce Help: Service Channel Settings (can be outdated or unavailable during release preview)
Salesforce Help: Use the Omni-Channel Widget to Work with Customers (can be outdated or unavailable during release preview)
Set Voice Calls as Interruptible Work to Let Agents Handle the Most Important Tasks
Let supervisors set voice calls as interruptible so that Omni-Channel can route more urgent work from other channels to agents
immediately. For example, use an object for emergency situations that takes priority over voice calls. Automatically assign emergency
work items to agents even when they’re on calls. Omni-Channel looks at a work item’s size and interruptibility and then searches for
agents whose available capacities suit that work item.
models.
How: Define agent interruptible capacity in the Presence Configuration admin page. Define what work is interruptible in the Service
Channel, the Routing Configuration setups, or both.
SEE ALSO:
Salesforce Help: Configure Work Items as Primary or Interruptible (can be outdated or unavailable during release preview)
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Define rules that remove or replace particular data patterns in voice call transcripts. For example, replace all credit card numbers with
“(credit card number)” in transcripts. Sensitive data rules also apply to enhanced Messaging channels and Messaging for In-App and
Web.
Where: This change applies to enhanced Messaging channels, Messaging for In-App and Web, and Voice. View required editions.
SEE ALSO:
Set Up Agents Quickly with Auto-Created Quick Connects

When you add users to a contact center that uses Amazon Connect telephony, you no longer manually create the quick connects in
Amazon. Instead, let Salesforce create them for you. Amazon quick connects let agents quickly dial other agents or view their availability
statuses when they transfer calls.
models.
How: To automatically create quick connects when you add users to a contact center, select Create a quick connect for each selected
user.
SEE ALSO:
Salesforce Help: Add and Remove Users To Your Contact Center (can be outdated or unavailable during release preview)
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Take Advantage of Additional Einstein Conversation Insights Support for Amazon Connect
Einstein Conversation Insights can now analyze call recordings from Service Cloud Voice with Partner Telephony from Amazon Connect.
Previously, Einstein Conversation Insights could analyze recordings from Service Cloud Voice with Amazon Connect and Service Cloud
Voice with Partner Telephony.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions. Available in Salesforce orgs with this telephony
model.
SEE ALSO:
Salesforce Help: Analyze Call Recordings for Insights (can be outdated or unavailable during release preview)
Salesforce Help: Connect Voice Recording Providers (can be outdated or unavailable during release preview)
This release update adds a new ruleDevName flow input parameter that’s sent to Recommendation Strategy and autolaunched flows
linked to the Conversation Intelligence rule. The input parameter contains the developer name of the rule.
models.
Pass the Conversation Intelligence Rule as Input to Flows, follow the testing and activation steps.
Next, create a ruleDevName input variable in a Conversation Intelligence rule, and then add the input variable to a Recommendation
Strategy or an autolaunched flow.
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SEE ALSO:
Salesforce Help: Create a Conversation Intelligence Rule to Trigger an Action (can be outdated or unavailable during release preview)
Salesforce Help: Set Up an Autolaunched Flow (can be outdated or unavailable during release preview)
Salesforce Help: Release Updates (can be outdated or unavailable during release preview)
Check More Critical Settings with the Voice Status Utility

In addition to helping agents check whether their browser, microphone, presence status, and Amazon Connect connection are ready
for voice calls, this utility now checks if an agent’s workspace is enabled with virtual desktop infrastructure (VDI) and a third-party identity
provider (IdP). These settings help admins and agents troubleshoot their Voice setup to get online faster.
models.
How: Run tests from the Voice Status Utility to see what is configured for Voice.
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SEE ALSO:
Salesforce Help: Check Voice Status (can be outdated or unavailable during release preview)
Salesforce Help: Set Up the Voice Status Utility for Agents (can be outdated or unavailable during release preview)
Get the Latest Enhancements for Your Amazon Connect Contact

Take advantage of the Service Cloud Voice enhancements and bug fixes for your Amazon Connect contact center. Spring ’24 includes
Contact Center version 14.0. To test the updates before they go live in production, deploy them to your sandbox.
models.
SEE ALSO:
Knowledge Article: Service Cloud Voice Contact Center Updates (can be outdated or unavailable during release preview)
Knowledge Article: Salesforce Sandbox Preview Instructions (can be outdated or unavailable during release preview)
Prepare for Google Chrome’s Phasing Out of Third-Party Cookies

Google is beginning a gradual rollout of its Privacy Sandbox initiative, which can impact Salesforce users on Service Cloud Voice with
Amazon Connect and Service Cloud Voice with Partner Telephony from Amazon Connect. If your users work with the Chrome browser,
prepare them for any disruptions and review your options.
models.
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When: Starting in January 2024, Chrome won’t support third-party cookies for 1% of its users worldwide.
Who: Google states that most enterprise end users will be excluded from the 1% affected by this change.
SEE ALSO:
Knowledge Article: Google Chrome’s Phasing Out of Third-Party Cookies Potentially Impacts Service Cloud Voice with Amazon Connect
and Service Cloud Voice with Partner Telephony from Amazon Connect (can be outdated or unavailable during release preview)
Knowledge Article: Google Chrome’s Phasing Out of Third-Party Cookies Potentially Impacts Service Cloud Voice with Partner Telephony
(can be outdated or unavailable during release preview)
Social Media
Social Customer Service Starter Pack is retiring.
Social Customer Service Starter Pack Is Being Retired

Social Customer Service is scheduled for retirement on November 16, 2024.
Social Customer Service Starter Pack Is Being Retired

Social Customer Service is scheduled for retirement on November 16, 2024.
Where: This feature is available in Salesforce Classic and Lightning Experience. This feature is available in all editions with Service Cloud.
SEE ALSO:
Knowledge Article: Social Customer Service and Social Customer Service Starter Pack Retirement
Chat
Chat is in maintenance-only mode, and some users can’t set up new channels.
Chat is No Longer Available to All Eligible Orgs

Admins in net new Salesforce orgs can’t enable chat. Admins in entitled orgs that don’t yet have chat enabled aren’t able to add
new chat channels, but they may contact Salesforce Customer Support to turn it back on.
Learn about additional improvements we’ve made to Chat.
Chat is No Longer Available to All Eligible Orgs

Admins in net new Salesforce orgs can’t enable chat. Admins in entitled orgs that don’t yet have chat enabled aren’t able to add new
chat channels, but they may contact Salesforce Customer Support to turn it back on.
Where: This change applies if you have one of the following.
• Performance or Developer Edition in a Salesforce org that was created after October 31, 2023
• Essentials, Unlimited, or Enterprise Edition with Service Cloud or Sales Cloud
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Learn about additional improvements we’ve made to Chat.
Where: This change applies to Embedded Chat on Enterprise, Performance, Unlimited, and Developer Editions with Service Cloud or
Sales Cloud.
Why: Due to lack of usage and to focus on maintaining newer versions, 2.0 and 2.1 versioned files in Embedded Chat are no longer
supported. To the latest, supported 5.0 version, generate a new code snippet from Embedded Service setup.
Channel Tools
A new landing page in Channel-Object Linking setup introduces Individual-Object Linking.
Learn More About Individual-Object Linking from a Welcome Banner

A welcome banner in the Channel-Object Linking setup page offers resources to help you start using Individual-Object Linking. This
Winter ’24 feature reimagines Channel-Object Linking in flows. Automatically search, link, or screen-pop records about the person
behind an active conversation with Individual-Object Linking.
Learn More About Individual-Object Linking from a Welcome Banner

A welcome banner in the Channel-Object Linking setup page offers resources to help you start using Individual-Object Linking. This
Winter ’24 feature reimagines Channel-Object Linking in flows. Automatically search, link, or screen-pop records about the person behind
an active conversation with Individual-Object Linking.
Where: This change applies to Enterprise, Performance, Unlimited, and Developer editions with Service Cloud or Sales Cloud.
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Salesforce Spring ’24 Release Notes Knowledge
Knowledge
Unify all your organizational knowledge within Salesforce for a fully integrated knowledge base and search experience. View and analyze
Knowledge article engagement metrics across channels and contexts. Access an expanded list of video formats to enhance the capabilities
of your knowledge articles.
Turn On Lightning Article Editor and Article Personalization for Knowledge (Release Update)
Unlock a richer and more user-friendly experience with the new Lightning Article Editor. And with Article Personalization, your
knowledge content is tailored to your business needs and unlocks agent productivity.
Unify Your Organizational Knowledge Across Sources in Salesforce
Unify all your organizational knowledge from third-party systems like SharePoint, Confluence, Google Drive, and websites within
Salesforce. Expose the unified knowledge base across every customer touchpoint and search experience, and ground Generative AI
products for Service.
Report on Knowledge Engagements Across Channels and Contexts
dashboard. Across all Service channels and Einstein products, understand how Knowledge is providing value through direct views
or Knowledge-grounded generative AI content.
Boost the Effectiveness of Your Knowledge Articles with Additional Video Resources
Provide Knowledge authors the ability to embed videos from critical resources not previously allowed by the HTML editor. With the
additional authorized video sites, Knowledge authors have access to a wider array of video content to help address customer needs.
Turn On Lightning Article Editor and Article Personalization for Knowledge (Release
Update)
Unlock a richer and more user-friendly experience with the new Lightning Article Editor. And with Article Personalization, your knowledge
content is tailored to your business needs and unlocks agent productivity.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, Developer, Essentials, and Professional editions.
When: Salesforce enforces this update in Winter ‘25. To get the major release upgrade date for your instance, go to Trust Status, search
Why: With the Lightning Article Editor, you can:
• Boost author productivity with accessible content formatting capabilities and advanced table editing.
• Size the editor to your liking to author articles more effectively and to better understand how articles look to readers.
• Copy and paste content seamlessly from external sources, such as Google Docs or websites, while maintaining the look and feel of
the source content.
• Ensure your articles follow W3C accessibility standards using a built-in accessibility checker tool.
Updates to the editor from beta to general availability include:
• Support multiple languages by localizing labels and allowing authoring in both left-to-right and right-to-left languages.
• Add accordions (collapsible sections) to improve the readability of large articles.
• Use copy code and zoom in and out of code functions in the Source Code editor.
• Add horizontal lines directly from the editor menu.
• See dates and times based on user locales.
• Support for list renumbering.
• Insert quick text.
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• Miscellaneous usability improvements.

With Article Personalization, you can create custom visibility rules that hide or show fields based on the user, user permissions, and
record. Salesforce admins customize knowledge articles by controlling which parts of an article are shown or hidden from specific
audiences. Service agents interacting with the content find answers faster because they see only what they need to see.
How: To enable the Lightning Article Editor and Article Personalization for Knowledge, go to Release Updates in Setup, find the update,
and get started.
After you enable the release update, the new Lightning Article Editor replaces the old Knowledge editor.
SEE ALSO:
Release Updates
Salesforce Help: Manage Release Updates (can be outdated or unavailable during release preview)
Salesforce Help: Lightning Article Editor (can be outdated or unavailable during release preview)
Salesforce Help: Supported Languages (can be outdated or unavailable during release preview)
Salesforce Help: Set Up and Use Quick Text (can be outdated or unavailable during release preview)
Release Updates
Salesforce Help: Manage Release Updates (can be outdated or unavailable during release preview)
Salesforce Help: Article Personalization for Knowledge (can be outdated or unavailable during release preview)
Unify Your Organizational Knowledge Across Sources in Salesforce

Unify all your organizational knowledge from third-party systems like SharePoint, Confluence, Google Drive, and websites within Salesforce.
Expose the unified knowledge base across every customer touchpoint and search experience, and ground Generative AI products for
Service.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, Developer, Essentials, and Professional editions.
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Why: For many companies, organizational knowledge is fragmented - scattered across multiple systems and repositories. With fragmented
organizational knowledge, service agent efficiency suffers because they’re constantly context switching, navigating from one knowledge
repository to another. Fragmented organizational knowledge also hampers your ability to surface the right knowledge inside self-service
sites. Plus, the quality and accuracy of your generative AI content improves if you’re able to ground it in more of your organizational
knowledge.
Unified Knowledge (Beta) eliminates fragmentation issues by:
• Surfacing all your organizational knowledge in a single service platform and capturing new issues from cases.
• Improving self-service by lowering the customer effort to find solutions.
• Connecting and harmonizing all knowledge sources to ground Service GPT apps powered by generative AI.
How: From Setup, enter Unified Knowledge in the Quick Find box and click Unified Knowledge.
Report on Knowledge Engagements Across Channels and Contexts

dashboard. Across all Service channels and Einstein products, understand how Knowledge is providing value through direct views or
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions.
Why: With the Knowledge Effectiveness dashboard, you can:
• Analyze article trends based on how often or seldom users engage with articles over time. By understanding how your service agents
and customers are interacting with knowledge content over time, you can spot trends and better understand article effectiveness.
• View engagement metrics to quickly assess whether your agents are meeting the compliance and training objectives set by your
organization.
• Clarify ROI and cost saving metrics, such as reduced average handling time (AHT) and case deflection, by differentiating who is
engaging with an article.
SEE ALSO:
Boost the Effectiveness of Your Knowledge Articles with Additional Video Resources
Provide Knowledge authors the ability to embed videos from critical resources not previously allowed by the HTML editor. With the
additional authorized video sites, Knowledge authors have access to a wider array of video content to help address customer needs.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions.
How: From the editor, embed a new video from one of the newly Approved Video Sites. The newly supported videos include:
• akamaized.net
• cloudinary.com
• kaltura.com
• loom.com
• scribehow.com
• sharepoint.com
SEE ALSO:
Salesforce Help: Add Videos with the HTML Editor (can be outdated or unavailable during release preview)
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Salesforce Spring ’24 Release Notes Self-Service
Self-Service
Self-Service provides an online support channel for your customers, allowing them to resolve their inquiries without contacting a customer
service representative.
Structure Your Help Site with Data Categories (Generally Available)

Help your customers discover self-serve solutions with Data Categories in LWR sites, now generally available. Data categories help
structure your internal knowledge and catalog items, which help you efficiently classify, discover, and show the most relevant article,
question, and idea to your users.
Change the Look and Feel of Your Data Categories
Customize how your data categories appear on your LWR site with Data Categories Editor. Edit labels, descriptions, and any images
associated with your data categories so customers easily grasp your site’s construction.
Improve the Experience of Your Site Users
SEO-friendly URLs make it easy for site users to understand where they are as they move through the data categories in your site.
View Data Subcategories with the Subcategories List Component
Use the Subcategories List component to show LWR site visitors the most relevant child data categories. Let your customers dive
deeper into topics by subcategory, such as Home and Auto loans under Finance, so they can immediately get to the best option for
addressing their concern.
With the Data Category Path component, your site visitors can view the related categories of a knowledge article or the article’s
related subcategories.Site users can navigate data categories effortlessly, helping them contextualize the information presented on
your LWR site and discover how best to use it.
Structure Your Help Site with Data Categories (Generally Available)

Help your customers discover self-serve solutions with Data Categories in LWR sites, now generally available. Data categories help
structure your internal knowledge and catalog items, which help you efficiently classify, discover, and show the most relevant article,
question, and idea to your users.
Where: This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Professional,
SEE ALSO:
Salesforce Help: Activate Data Categories on Your LWR Site
Change the Look and Feel of Your Data Categories

Customize how your data categories appear on your LWR site with Data Categories Editor. Edit labels, descriptions, and any images
associated with your data categories so customers easily grasp your site’s construction.
How: Edit how data categories appear from Category Management in the Data Categories workspace.
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Salesforce Spring ’24 Release Notes Self-Service
SEE ALSO:
Salesforce Help: Manage Data Categories on Your LWR Site
Improve the Experience of Your Site Users

SEO-friendly URLs make it easy for site users to understand where they are as they move through the data categories in your site.
Why: Naming and structuring your data categories hierarchically helps orient site users. For example, a data category group with the
developer name Insurance and data categories named Home Insurance, Auto Insurance, and Life Insurance has these URLs.
• [Your community site URL]/categories/insurance/home_insurance
• [Your community site URL]/categories/insurance/auto_insurance
• [Your community site URL]/categories/insurance/life_insurance
How: When you add data categories to your data category group in Setup, the names entered are the ones that are listed in the URL.
SEE ALSO:
Salesforce Help: Add Data Categories to Category Groups
View Data Subcategories with the Subcategories List Component

Use the Subcategories List component to show LWR site visitors the most relevant child data categories. Let your customers dive deeper
into topics by subcategory, such as Home and Auto loans under Finance, so they can immediately get to the best option for addressing
their concern.
How: In Experience Builder, add the Subcategories List component to your LWR site. This component is available only on the Network
Data Category page, and it shows the subcategories of the current Network Data Category on the page.
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Salesforce Spring ’24 Release Notes Service Catalog

With the Data Category Path component, your site visitors can view the related categories of a knowledge article or the article’s related
subcategories.Site users can navigate data categories effortlessly, helping them contextualize the information presented on your LWR
site and discover how best to use it.
How: In Experience Builder, add the Subcategories List component to your LWR site. Then, add the Data Category Path component to
the same page.
Service Catalog
Create fulfillment automations faster, restrict access to catalog items, search for catalog items easily, and navigate your Service Catalog
site effortlessly.
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Create Your Fulfillment Automations Faster with an Improved Fulfillments Builder

Breeze through creating fulfillments with a more intuitive Fulfillments Setup page design. On one page, the new design streamlines
the configuration of your flow’s input variables into a fulfillment input mapping. Previously, creating fulfillments required multiple
clicks within several pages.
Enhance Catalog Fulfillments with Autolaunched and Orchestration Flows
Use autolaunched and orchestration flows in your catalog fulfillments to have more configurability and variety of the automation
types you use in your catalog. Previously, Service Catalog supported only the use of screen flows in fulfillments.
Control Access to Catalog Items with Eligibility Rules
Set access restrictions to catalog items for specific users with eligibility rules using the Catalog Eligibility Setup page. Eligibility rules
restrict access to catalog items based on the User object. Previously, eligibility rules were managed only in the Service Catalog Builder
and supported only restricting access by group.
Enhance Your Service Catalog Management Experience with Item Search
Quickly find and manage catalog items with search on the Service Catalog Management page. For an improved Catalog Management
page experience, search for catalog item names in both a table and list views of the catalog. Previously, items were found only by
using Alert or Featured filters or by scrolling through the page.
Learn How to Use Catalog Eligibility Rules
Use the in-app guidance to learn how to create access restrictions for your catalog items. Previously, you switched to Help for eligibility
rules guidance.
Navigate Item Hierarchies Efficiently in Your Service Catalog Site
Move between the data category groups and child categories to which a catalog item is assigned in your LWR Service Catalog site.
Previously, navigation for item hierarchies wasn’t supported.
Navigate Between Service Catalog Site Pages Effortlessly
Use the Service Catalog site navigation to efficiently browse the site pages. Previously, site navigation for Service Catalog wasn’t
available and users could navigate the site only through search.
Track Your Catalog Request with the Status Field
We added a Status field to Catalog Requests to facilitate tracking the progression of a catalog request. The three statuses for a catalog
request are Request Created, Execution Started, and Execution Completed. Previously, you didn't know the status of a catalog request
until the request was resolved.
Track Catalog Requests with Catalog Request IDs
Catalog requests are now created and given a SvcCatalogRequestID at the start of a catalog item’s run time. The presence of a
RequestID lets you reference the RequestID in a case or track the status of incomplete requests. Previously, RequestIDs were created
upon completion of a catalog item’s run time, meaning it was possible for a RequestID to never be created if a catalog item never
completed its run time.
Create Your Fulfillment Automations Faster with an Improved Fulfillments Builder

Breeze through creating fulfillments with a more intuitive Fulfillments Setup page design. On one page, the new design streamlines the
configuration of your flow’s input variables into a fulfillment input mapping. Previously, creating fulfillments required multiple clicks
within several pages.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Service Cloud.
Who: To use this feature, you must have the Service Catalog Access permission set license and the Service Catalog Builder permission
set.
Why: On one page, you have three sections to efficiently configure your fulfillment with point-and-click ease.
• Fulfillment Basics: Provide a name, description, and additional questions to your fulfillments (1).
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• Input Variables: Modify your flow input variables to create a fulfillment input mapping that maps to specific objects and their fields
(2-4).
• Flow Management: Access and edit the flow used in your fulfillment quickly and easily (5).
How: Head to Flow Builder to build a flow, and then use the flow to build a fulfillment in the Catalog Fulfillments Setup page.
SEE ALSO:
Salesforce Help: Catalog Fulfillments
Enhance Catalog Fulfillments with Autolaunched and Orchestration Flows

Use autolaunched and orchestration flows in your catalog fulfillments to have more configurability and variety of the automation types
you use in your catalog. Previously, Service Catalog supported only the use of screen flows in fulfillments.
set.
How: Head to Flow Builder to build an autolaunched or orchestration flow, and then use the Catalog Fulfillments Setup page to add
the flow to your fulfillments.
SEE ALSO:
Salesforce Help: Catalog Fulfillments
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Control Access to Catalog Items with Eligibility Rules

Set access restrictions to catalog items for specific users with eligibility rules using the Catalog Eligibility Setup page. Eligibility rules
restrict access to catalog items based on the User object. Previously, eligibility rules were managed only in the Service Catalog Builder
and supported only restricting access by group.
Who:
• To create, manage, and edit eligibility rules, you must have the Service Catalog Access permission set license and the Service Catalog
Eligibility Rules Builder custom permission set.
• To create, manage, edit, and assign eligibility rules to catalog items, you must have the Service Catalog Access permission set license,
the Service Catalog Builder permission set, and the Service Catalog Eligibility Rules Builder custom permission set.
Why: The Catalog Eligibility page provides an intuitive UI to create rules that contain operator and value conditions in addition to AND
or OR logical operators.
How: Head to the Catalog Eligibility page in Setup, and then create your rules and add them to catalog items.
Enhance Your Service Catalog Management Experience with Item Search

Quickly find and manage catalog items with search on the Service Catalog Management page. For an improved Catalog Management
page experience, search for catalog item names in both a table and list views of the catalog. Previously, items were found only by using
Alert or Featured filters or by scrolling through the page.
set.
How: Head to the Catalog Management page in Setup, and then use the search bar.
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Learn How to Use Catalog Eligibility Rules

Use the in-app guidance to learn how to create access restrictions for your catalog items. Previously, you switched to Help for eligibility
rules guidance.
set.
Why: Here’s how the in-app guidance helps you learn about using eligibility rules.
How: Head to the Catalog Eligibility page in Setup, and then review the prompt.
Navigate Item Hierarchies Efficiently in Your Service Catalog Site

Move between the data category groups and child categories to which a catalog item is assigned in your LWR Service Catalog site.
Previously, navigation for item hierarchies wasn’t supported.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Service Cloud for LWR Service Catalog
Sites.
Who: To use this feature, you must have the Service Catalog Access permission set license and one of these community licenses.
• Channel Community
• Customer Community
• Customer Community Login
• Customer Community Plus
• Customer Community Plus Login
• External Apps
• Partner Community
• Partner Community Login
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How: This feature is available automatically in your LWR Service Catalog site with the Data Category Path component that is included
on the Service Catalog Item Definition Detail object page.
SEE ALSO:
Salesforce Help: LWR Setup Pathway
Navigate Between Service Catalog Site Pages Effortlessly

Use the Service Catalog site navigation to efficiently browse the site pages. Previously, site navigation for Service Catalog wasn’t available
and users could navigate the site only through search.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Service Cloud for LWR Service Catalog
sites.
Who: To use this feature, you must have the Service Catalog Access permission set license and one of these community licenses.
• Channel Community
• Customer Community
• Customer Community Login
• Customer Community Plus
• Customer Community Plus Login
• External Apps
• Partner Community
• Partner Community Login
How: Head to Experience Builder to build the Service Catalog site navigation menu on the Home Page.
SEE ALSO:
Salesforce Help: LWR Setup Pathway
Track Your Catalog Request with the Status Field

We added a Status field to Catalog Requests to facilitate tracking the progression of a catalog request. The three statuses for a catalog
request are Request Created, Execution Started, and Execution Completed. Previously, you didn't know the status of a catalog request
until the request was resolved.
set.
How: Head to a catalog request to see its status.
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Salesforce Spring ’24 Release Notes Routing
SEE ALSO:
Salesforce Help: Catalog Requests
Track Catalog Requests with Catalog Request IDs

Catalog requests are now created and given a SvcCatalogRequestID at the start of a catalog item’s run time. The presence of a RequestID
lets you reference the RequestID in a case or track the status of incomplete requests. Previously, RequestIDs were created upon completion
of a catalog item’s run time, meaning it was possible for a RequestID to never be created if a catalog item never completed its run time.
Why: Salesforce admins could inadvertently create an incomplete catalog request and have no way to track its progression or locate it.
Routing
Work efficiently and easily with the new Omni-Channel sidebar. Choose which tabs to display in Omni Supervisor and create custom
Omni Supervisor tabs. Select multiple queues to monitor simultaneously and see the applied filter on the Supervisor Wallboard. Hide
agents’ identities in Voice and Messaging transcripts. Use Enhanced Omni-Channel in apps with standard navigation. Use status-based
capacity to pause messaging sessions and keep track of the sessions you’ve paused.

Work more efficiently with the new Omni-Channel sidebar, which provides a layout that optimizes screen real estate. View all your
work at once and switch easily between work items. See updates alongside the work you’re doing. The sidebar is persistent, embedded
in the agent workspace, but collapsible for when you need extra space, so you don’t need to open and close the utility bar widget
anymore. The sidebar works in apps with either standard or console navigation. Happy with the old utility-bar widget? No problem–it’s
still there.
Swiftly Tailor Omni Supervisor to Your Supervisors’ Needs with Configurable Tabs
Is one supervisor using only skills-based routing and doesn’t need to see the queue backlog? Does another supervisor not need to
see the skills backlog? Want to limit what agents with access to Omni Supervisor can see, with a “Wallboard-only” version of Omni
Supervisor? Customize your supervisors’ experiences by setting which tabs each supervisor sees, including custom tabs, and in which
order.
Are you a direct Salesforce customer? Or an ISV partner, perhaps a Build Your Own (BYO) or Workforce Management (WFM) partner?
No matter your role, take full advantage of the power of Omni Supervisor by creating bespoke tabs for supervisors. Embed your own
apps or metrics on an Omni Supervisor tab and share your page on the App Exchange, or use the custom tab for your own needs.
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Select Multiple Queues You Want to Monitor on the Omni Supervisor Wallboard
Multi-select queues when following your agents in the Omni Supervisor Wallboard. Each metric on the wallboard shows which
queues are selected and presents information for only those queues. If you don’t select any queues, then the wallboard shows
information for all queues.
Keep your agents’ real names hidden in Chat transcripts by using the new Agent Alias feature to show a custom name. You can
create an alias from scratch, like Support Agent, or use a preset merge field such as Name, Nickname, or Alias. Setting an agent alias
is optional. If set, it applies to all users in a Presence Configuration.
Use Enhanced Omni-Channel in Apps with Standard Navigation
Most Sales Cloud users use apps with standard navigation, so Sales Cloud users in particular are going to love this feature–but it’s
for anyone who uses standard apps. Run Enhanced Omni-Channel in your favorite standard apps, just as you would with console
apps. Take advantage of Enhanced Omni-Channel features like paused work, improved notifications, the new sidebar layout, and
Enhanced Messaging support while using your standard app.
Enhanced Omni-Channel Allows More Queued Work Items
The maximum number of objects that can be waiting for routing at once is now 300,000 for orgs with Enhanced Omni-Channel
enabled. The 200,000 limit still applies for orgs using Standard Omni-Channel.
With this release, Enhanced Omni-Channel works with Enhanced Messaging, so you can take advantage of Enhanced Omni-Channel’s
paused work feature. Pause messaging sessions and keep track of inactive sessions. When a messaging session goes inactive, there’s
no need to use flows to set ownership or provide a notification when it becomes active again.
Create Reports for Agent Work with Pre-Configured Report Types
Use out-of-the-box report types to join agent work with the objects most commonly used with Omni-Channel. Make custom reports
on such data as workload by case type, active time by channel type, and so on.
Get Omni-Channel Notification Sounds Through Your Speakers
Hear Omni-Channel notifications through your speakers, even if you’ve set Voice notifications to come through your headphones.
Don’t miss a new call when you’ve removed your headphones.

Work more efficiently with the new Omni-Channel sidebar, which provides a layout that optimizes screen real estate. View all your work
at once and switch easily between work items. See updates alongside the work you’re doing. The sidebar is persistent, embedded in
the agent workspace, but collapsible for when you need extra space, so you don’t need to open and close the utility bar widget anymore.
The sidebar works in apps with either standard or console navigation. Happy with the old utility-bar widget? No problem–it’s still there.
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How: From Omni-Channel Settings, click Enhanced Omni-Channel Routing. Then, in App Manager, create or edit an app and select
Use Omni-Channel Sidebar on the App Options page.
Swiftly Tailor Omni Supervisor to Your Supervisors’ Needs with Configurable Tabs
Is one supervisor using only skills-based routing and doesn’t need to see the queue backlog? Does another supervisor not need to see
the skills backlog? Want to limit what agents with access to Omni Supervisor can see, with a “Wallboard-only” version of Omni Supervisor?
Customize your supervisors’ experiences by setting which tabs each supervisor sees, including custom tabs, and in which order.
How: Enable Enhanced Omni-Channel to use this feature. To set which tabs a supervisor sees in Omni Supervisor, use Define Visible
Tabs on a Supervisor Configurations page.
This screenshot shows a user-created custom tab, Team Reports, as available. Add it to Omni Supervisor by moving it to the Selected
Tabs list. Change the order that tabs appear in with the up and down arrows.
SEE ALSO:
Salesforce Help: Change What Supervisors See in Omni Supervisor (can be outdated or unavailable during release preview)
561

Are you a direct Salesforce customer? Or an ISV partner, perhaps a Build Your Own (BYO) or Workforce Management (WFM) partner? No
matter your role, take full advantage of the power of Omni Supervisor by creating bespoke tabs for supervisors. Embed your own apps
or metrics on an Omni Supervisor tab and share your page on the App Exchange, or use the custom tab for your own needs.
How: Enable Enhanced Omni-Channel to use custom tabs. Use Lightning App Builder to create Omni Supervisor pages with the new
Omni Supervisor Page Lightning page type. Then assign that new page to a supervisor configuration.
SEE ALSO:
Tailor Omni Supervisor to Your Supervisors' Needs with Configurable Tabs
Salesforce Help: Change What Supervisors See in Omni Supervisor (can be outdated or unavailable during release preview)
Salesforce Help: Lightning Page Types (can be outdated or unavailable during release preview)
Salesforce Help: Lightning App Builder (can be outdated or unavailable during release preview)
Select Multiple Queues You Want to Monitor on the Omni Supervisor Wallboard
Multi-select queues when following your agents in the Omni Supervisor Wallboard. Each metric on the wallboard shows which queues
are selected and presents information for only those queues. If you don’t select any queues, then the wallboard shows information for
all queues.
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How: Enable Enhanced Omni-Channel. Only queues that have been selected in a supervisor configuration are available for selection in
the Wallboard.
SEE ALSO:
Salesforce Help: Wallboard Tab (can be outdated or unavailable during release preview)

Keep your agents’ real names hidden in Chat transcripts by using the new Agent Alias feature to show a custom name. You can create
an alias from scratch, like Support Agent, or use a preset merge field such as Name, Nickname, or Alias. Setting an agent alias is optional.
If set, it applies to all users in a Presence Configuration.
How: Enable Enhanced Omni-Channel. On a Presence Configurations page, enter an agent alias for all agents in the configuration.
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SEE ALSO:
Salesforce Help: Presence Configuration Settings (can be outdated or unavailable during release preview)

Most Sales Cloud users use apps with standard navigation, so Sales Cloud users in particular are going to love this feature–but it’s for
anyone who uses standard apps. Run Enhanced Omni-Channel in your favorite standard apps, just as you would with console apps. Take
advantage of Enhanced Omni-Channel features like paused work, improved notifications, the new sidebar layout, and Enhanced Messaging
support while using your standard app.
Note: Only status-based capacity models work with standard apps. Tab-based capacity models don’t work in such apps. Service
Cloud Voice isn’t supported with Enhanced Omni-Channel in apps with standard navigation
How: Enable Enhanced Omni-Channel if it’s not already enabled, then create or edit your standard app to use Omni-Channel.
SEE ALSO:
Salesforce Help: Enable Omni-Channel (can be outdated or unavailable during release preview)
Salesforce Help: How Are Console Apps Different from Standard Apps? (can be outdated or unavailable during release preview)
Enhanced Omni-Channel Allows More Queued Work Items

The maximum number of objects that can be waiting for routing at once is now 300,000 for orgs with Enhanced Omni-Channel enabled.
The 200,000 limit still applies for orgs using Standard Omni-Channel.
How: Enable Enhanced Omni-Channel to take advantage of this higher limit.
SEE ALSO:
Salesforce Help: Salesforce Features and Edition Allocations (can be outdated or unavailable during release preview)

With this release, Enhanced Omni-Channel works with Enhanced Messaging, so you can take advantage of Enhanced Omni-Channel’s
paused work feature. Pause messaging sessions and keep track of inactive sessions. When a messaging session goes inactive, there’s no
need to use flows to set ownership or provide a notification when it becomes active again.
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This feature is a Beta Service. Customer may opt to try such Beta Service in its sole discretion. Any use of the Beta Service is subject to
the applicable Beta Services Terms provided at Agreements and Terms.
SEE ALSO:
Create Reports for Agent Work with Pre-Configured Report Types

Use out-of-the-box report types to join agent work with the objects most commonly used with Omni-Channel. Make custom reports
on such data as workload by case type, active time by channel type, and so on.
Reports can connect the AgentWork object to these objects:
• Case
• MessagingSession
• Voice
• Lead
• WorkOrder
You can place reports created with these custom report types on Omni Supervisor tabs that you create.
SEE ALSO:
Salesforce Help: Create a Custom Report Type (can be outdated or unavailable during release preview)
Salesforce Help: Create Custom Tabs for Omni Supervisor (can be outdated or unavailable during release preview)
Get Omni-Channel Notification Sounds Through Your Speakers

Hear Omni-Channel notifications through your speakers, even if you’ve set Voice notifications to come through your headphones. Don’t
miss a new call when you’ve removed your headphones.
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Salesforce Spring ’24 Release Notes Simplify Text Data Analysis By Using Natural Language
Processing (NLP) Services
SEE ALSO:
Simplify Text Data Analysis By Using Natural Language Processing (NLP)

Services
Analyze the text-based survey responses based on entities and keyphrases by using Natural Language Processing (NLP) Services. AWS
integration offers flexibility in selecting the services like keyphrase and entity extraction. Access results easily in the Natural Language
Processing Insights card, which you can drag to any lightning page. Ensure that Amazon Comprehend is enabled in your AWS account.
Get Easy Access to Natural Language Processing Insights

Get a comprehensive overview of your configured Natural Language Processing services by using the Natural Language Processing
Insights card. Drag the Natural Language Processing Insights card to a lightning page to easily access the key phrases and entities
identified through AWS services.
Invocable Action to Initiate Natural Language Processing Services
Use the invocable action, initiateNaturalLangProcessing, to create custom flows that initiate Natural Language Processing (NLP)
services such as Keyphrase and Entity extraction.
Get Easy Access to Natural Language Processing Insights

Get a comprehensive overview of your configured Natural Language Processing services by using the Natural Language Processing
Insights card. Drag the Natural Language Processing Insights card to a lightning page to easily access the key phrases and entities
identified through AWS services.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Feedback Management where
NLP Insights is enabled.
How: From Setup, in the Quick Find box, enter Industries AI Setup, and then select Industries AI Setup. Create a use case
configuration for Entity extraction and Keyphrase extraction to view the insights in the Natural Language Processing insights card.
Invocable Action to Initiate Natural Language Processing Services

Use the invocable action, initiateNaturalLangProcessing, to create custom flows that initiate Natural Language Processing (NLP) services
such as Keyphrase and Entity extraction.
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.
See the Work.com release notes for the latest updates: Work.com Release Notes
Other Salesforce Products and Services

Get the latest information on features from Customer Success Group, Heroku, IdeaExchange, and Trailhead GO.
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Salesforce Spring ’24 Release Notes Legal Documentation
Customer Success Group

Salesforce Customer Success gives every customer access to resources and expertise from the world’s most extensive success ecosystem.
From easy-to-use resources to embedded solution experts, we help you create your own path to success. With each release, we introduce
new and better ways to help you see results from all your Salesforce products. Highlights for Spring ’24 include:
• Signature Success Plan:
– Customer Success Score enhancements
– Expansion to new clouds
– AI-driven recommendations
Get to know Success Plans by visiting our overview page or taking the Salesforce Success Plans Trailhead module. Or visit the Salesforce
Help Portal for more resources. To learn more about how to maximize your Salesforce success, check out our Success Now Handbook.
Heroku
Heroku is a cloud-based application platform for building and deploying web apps.
For information on new features, go to the Heroku Changelog.
IdeaExchange
Share ideas with the Trailblazer community and Salesforce product managers with the IdeaExchange. In 2021, we rebuilt the IdeaExchange
on Lightning Experience. The current version features an improved search experience that aids discoverability, more informative idea
records, and search-as-you-type dupe detection to help avoid posting the same idea twice. For more information, visit the IdeaExchange.
Legal Documentation
We made seasonal updates to Salesforce Legal Documents.
Trust & Compliance

For a complete list of changes to the Trust & Compliance documents related to this release, see the Salesforce Trust & Compliance
Documentation Change Log.
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Salesforce Release Notes

Future-proof your business with Data + AI + CRM + Trust

SALESFORCE SPRING ’24 RELEASE NOTES . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

What’s New for the Salesforce Release Notes?

Marketing Cloud Account Engagement

What’s New for the Salesforce Release Notes?

Get Release Update Information More Easily

Discover Einstein Features All in One Place

Follow Salesforce Customer Success on X for Updates on Documentation

How to Use the Release Notes

Get Ready for the Release

Spring ’24 Highlights for Admins

Release Readiness Essentials

Release Notes for Features Released Monthly

January ’24 Release

January ’24 Release

Release Note Changes

December 20, 2023

How and When Do Features Become Available?

Enabled for Requires Contact

Enabled for Requires Contact

Supported Browsers for CRM Analytics

Enabled for Requires Contact

Get Core Major Releases with No

Allow the New Setup Domain (not

MFA Enforcement for Salesforce Orgs Is

MFA Is Turned On by Default Starting

Experience Improved Performance on

Upgrade from Starter to Pro Suite in

Find Transactions Faster with the Your

Optimize Resource Management by

Optimize Appointments by Using

Troubleshoot Setup and Appointment

Other Changes to Salesforce Scheduler

Enabled for Requires Contact

Resolve and Deflect Issues with Einstein

Einstein Search Is Enabled by Default

Define Rules to Filter Search Results

Customize the Search Experience for

Salesforce Data Pipelines

Visualize Hierarchies and Flatten

Control Your Data Prep Concurrency

Audit Details of Running and Canceled

Get More Usage Information in Data

Trigger Recipes to Run When an External

Experience Better Recipe Error

Connect to Amazon Athena (Generally

Trust Site Enhancements

Enabled for Requires Contact

Control Your Report and Dashboard

Streamline Management of Your

Save Dashboard Views on Your iOS Devices

Save Dashboard Views on Your Android

Lightning Reports and Dashboards

Transfer Lightning Dashboard

Supercharge Your Visualizations with

Focus Your View with More Dashboard

Reveal Actionable Data with Summary

Easily Update Fields in Lightning Report