What to Expect in Salesforce Summer Release Notes 2024?

You don’t want to miss the Salesforce Summer ’24 release notes! There will be new product updates and features for your favorite CRM platform. They are essential for making the most out of your premium software, so join us below. We discuss the new and improved features from Salesforce’s latest seasonal release to ensure your teams are working smarter.

Get Ready for Salesforce Release Notes

The Summer 24′ release notes from Salesforce will give us descriptions of all new features in this season. It’s exciting news. We will receive information for setting up systems and advice on how to get started with the new features. Here are a few best practice tips to get you ready for Salesforce’s latest release notes.

Read the Release Notes in a Language You Like

To make sure you understand the features fully, you can change the language of the release notes. By default the internet browser that you use selects the language of Salesforce’s release notes.

However, if you would like to change the language, all you have to do is scroll to the bottom of the web page and choose a preferred one from the dropdown list. When you select another language, the webpage will reload in the one you have chosen.

Finding Documentation is Not Difficult

Since there are a lot of features and enhancements that are deployed in the Salesforce release notes, you might want to read the documentation that relates to your product first.

To navigate through the release notes on Salesforce, use the Search bar and Filter tool in the Table of Contents section. It will help narrow your search for the documentation you want.

Looking for a Specific Salesforce Issue?

As the release notes only cover information regarding new or enhanced Salesforce features, you will not find any known issues in this documentation. If you want to follow up on known bugs, then you should check out the Salesforce Known Issues forum.

And, lastly, we hope you have read the notes from the Salesforce Spring Release of 2024.

Salesforce Release Cycle: How Often Does Salesforce Release Updates?

You can expect Salesforce to release updates three times a year. Salesforce calls their releases:

As we mentioned before, these releases are conducted to deploy new features and enhancements for Salesforce products.

Although this is Salesforce’s major release schedule, it’s not uncommon for the company to release patches or smaller updates at any time. These releases are deployed to fix critical problems.

The purpose of all these releases is to make sure your Salesforce products are current and are advancing technologically to meet the requirements of your business and industries.

Overall, this frequent update cycle ensures Salesforce remains up-to-date with the evolving needs of its users and the technological landscape.

Mark Your Calendar for Salesforce Summer ‘24 Release Date

Now that you know when Salesforce’s upcoming releases are scheduled and some best practices, it’s important to plan time to go through Salesforce’s new release: Summer ’24.

Salesforce’s Summer release date was: April 24, 2024.

Essential Tips for Upgrading to Salesforce’s Latest Release

Installing the latest Salesforce release is important and should be performed as soon as possible. This is so that businesses can use the most recent features and security updates from Salesforce. Get your teams ready for a Salesforce release with the following best practices:

Read the Release Notes

Our first tip is to review the release notes, in this case, the latest one is Summer ’24. Make sure you read up on all the new Salesforce features and upgrades to existing tools. You never know in what way these new or improved features can impact how teams work.

Essential Planning for Business Operations

Now, that you understand what you are in for, it’s time to think about how the new release affects your current processes and operations. Some important questions to ponder include:

Check out the New Features Safely

Our next tip is to avoid upgrading your Salesforce production environment immediately. You never know what could break and slow down existing processes.

We suggest you start testing the new functions and features with your integrations in a Salesforce sandbox environment. This step will give you the confidence to know that your systems are supported with Salesforce’s new release.

Gear Up for Summer ’24 Sandbox Preview

Since we mentioned sandbox environments, we should also let you know that the Summer ’24 release includes an enhancement to this setting. You can use the sandbox preview window from May 10, 2024.

In order to use it, you must have an active sandbox on a preview instance the day before sandbox preview becomes available. So make sure you are sorted by May 9, 2024.

What is Sandbox Preview?

For the readers that need to know, it’s a staging environment that’s available six weeks before a big Salesforce release. At this point, all preview sandboxes are upgraded to be compatible with the latest Salesforce release.

During this time, you can test all your processes and existing configurations with the new release.

What Happens During the 6-Week Window?

Sandbox environments are updated in groups. These groups are based on whether they are set to a preview or non-preview instance. It’s important to note that all sandboxes that have a preview instance will get updated with a Salesforce release.

On the other hand, all sandboxes with a non-preview instance will not be updated with the latest Salesforce release. So, if you want to update your sandbox, make sure you switch to the preview instance, and then click on refresh. Remember that if this is what you want to do, you need to switch over before the cutoff date, which is May 9, 2024 for Summer ’24.

Exploring Summer ’24 Pre-Release Org

Another environment worth remembering for releases is Salesforce’s Pre-Release Org. It’s a testing environment used by Trailblazers like Salesforce developers and admins. These professionals use it to preview the features and enhancements of a Salesforce release before they officially launch.

The Pre-Release Org is super useful for the following tasks:

Prepare for Restrictions on Salesforce Cookie Use

While on the topic of testing, we should also address Salesforce cookie usage restrictions that cropped up in the Summer ’24 release.

According to Salesforce, you need to enable a new My Domain setting. This action will allow your business to test custom code that is dependent on a Salesforce session cookie. This is important as browsers will fully block third-party cookies.

So for example, if you need to load an authenticated Visualforce page on a third-party website, you would usually need a Salesforce session cookie and this restriction will affect your tests.

It’s important to note that this restriction applies to Lightning Experience and Salesforce Classic in the following editions:

Adjust to New Security Measures

With the latest Salesforce release there will be new security measures. The release notes will inform you if there are any updates to the following topics:

We suggest that you read the release notes to adjust and know how to keep sensitive data safe against breaches and unauthorized access.

Exploring Summer ‘24 Release Notes Salesforce

Do you want a breakdown of some of the most popular upgrades and latest features from Summer ’24? Take a look at these:

Lightning and Data Cloud Updates

Data Cloud is used to collect and analyze streamed or batch data from multiple Customer 360 applications and other sources. It’s super important for reporting on data to elevate experiences for customers. Here are two feature releases that came from Summer ’24:

Commerce Cloud Upgrades

Commerce Cloud is great for optimizing processes for managing orders, payments, and business-to-business (B2B) and direct-to-customer (D2C) operations. Here are two feature releases that came from Summer ’24:

Experience Cloud Upgrades

Experience Cloud provides solutions for customer experiences. It integrates well with Data Cloud so you can track and examine customer data from website interactions. Experience Cloud has many tools to let you customize forms, buttons, and search bars. Don’t forget to style the layout and content of your website. Here is a noteworthy feature released from Summer ’24:

Revenue Cloud Developments

Revenue Cloud is used mainly to automate revenue processes with a range of tools. Businesses are fond of the features for billing and invoicing tasks. The platform is also versatile enough to be used for managing contracts and offers ways to recognize revenue opportunities. Here are two feature releases that came from Summer ’24:

New Features for User Management and Lightning Pages

For user management, the Summer ‘24 release lets admins create, clone, refresh, and delete sandboxes in Only Developer and Developer options. This new feature lets teams independently manage their own developer sandboxes. It can also be used to let authorized users access data from Partial Copy and Full sandboxes.

Regarding Lightning Experience, Salesforce has released a general enhancement that handles errors better in outdated Lightning pages. This error handling enhancement gives you smoother workflows, especially when a Lightning page is out of sync with Salesforce. Now, Salesforce will display a reminder to refresh the page when data has not synced.

Enhancements in Lightning Components and APIs

The latest Lightning Web Component enhancements with LWC API (version 61.0) gives us a new feature and fixes a few existing bugs.

When you upgrade your LWC version you can improve the performance of workflows thanks to these bug fixes. It’s important to sync up to the latest version since Salesforce usually does not support older features. So, make sure to get the latest Salesforce API version to ensure your custom components work the way they should.

While we are discussing version upgrades, make sure you read about Titan for Salesforce version upgrades so you have the best features and enhancements.

Mobile Enhancements

With Salesforce, you can build offline lading pages with the Mobile App. The Mobile Builder feature in the app is now widely available for Trailblazers. With it, customer service teams can message people directly from the app. The Mobile app uses Service Cloud’s features to message various channels. Here is one update for the Mobile App from the Summer ’24 release notes:

• Mobile Publisher for Experience Cloud has new security features like user opt-in biometric login and snapshot prevention. Make sure to protect data by upgrading your app to the latest Salesforce release. The app also has new customizable security policies. This latest feature also lets you meet Google’s requirements for permissions and notifications. Read the release notes to learn more about submitting the correct information. For more ways to control data residency with greater security and privacy, check out our Salesforce Hyperforce article.

Einstein AI

Everyone is amped for the artificial intelligence (AI) tools from Salesforce. When it comes to Einstein AI, Salesforce’s AI platform, you can now build ESG reports using generative AI and Microsoft 365 Word.

Simply grab the Salesforce Disclosure and Compliance Hub for Microsoft 365 Word add-in from the latest release. Einstein AI can provide answers from your uploaded reports. So, go ahead and use your previous disclosure reports with the add-in to speed up the creation of responses using generative AI.

Innovations in Industry-Specific Solutions

Salesforce has many industry-specific clouds to tackle solutions across many CRM activities. For this article, we will discuss the latest AI innovation features to enhance Health Cloud. Make sure to check the Summer ’24 release notes and use the Search bar to find the latest features related to the industry you work in.

In Health Cloud, you can now use Einstein AI to speed up operations, which improves patient care. For example, health practitioners can now use Einstein generative AI to draft assessment questions. Einstein generative AI can also extract question data from documents.

MuleSoft Integration: Simplifying Enterprise Connectivity

The Trailblazers want a MuleSoft integration, and so Salesforce is delivering. With MuleSoft, businesses can connect different apps, data, and devices to Salesforce for sharing project content.

This time, Salesforce has focused on MuleSoft’s product, the Anypoint Platform, to speed up business operations. Now, you can use the platform without code to design APIs and integration apps that sync data to Salesforce.

You also have the benefit of choosing to host your apps in the cloud or on-premise.

Tools for Unified Messaging and Engagement

Salesforce updated Unified Messaging in Summer ’24, so businesses can sync to WhatsApp channels. With this update, teams can take advantage of:

Next Salesforce Release

Since Salesforce releases updates three times a year, you have to plan for the next one. The next Salesforce update will be Winter ’25 and you can expect new features and enhancements to your favorite tools.

You need to keep the following dates scheduled in your calendar for the next major Salesforce deployments:

We hope to see you soon!

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