Winter '24 Release Overview

Winter ’24 Release
Overview
Wellington User Group
25 October 2023
Stephen Stanley
Salesforce Architect - goodcloud.team
e: stephen.stanley@goodcloud.team

Dynamic Forms (GA)
Delivers a top voted idea on IdeaExchange!
Customer Need
Customers need tailored record page layouts with the ability to
conditionally show ﬁelds based on record data, user details, and
form factor. This is key for no-code implementations, as it allows
customers to retire custom components that have been built due
to page layout functionality gaps.
Solution / How To Conﬁgure
Dynamic Forms are now available on standard objects, desktop,
and mobile. They can be enabled by selecting a record detail
component from within Lightning App Builder and “Upgrading”
via the button in the property panel. Dynamic Forms on Mobile
must be enabled via the Mobile App Settings section of the
Setup Menu.
Use Cases
Display data conditionally and dynamically
Impact
User productivity and satisfaction
Low/no code implementation

Quick Actions Support on Related List (GA)
Support for Create and Update Mass Quick Actions
Customer Need
Admins currently have no way to add custom quick actions
to the related list and need to add actions on the highlight
panel which impacts user experience.
You can now use custom quick actions on the related lists
and they will be able to conﬁgure custom quick actions
both on Page Layout Editor and Dynamic Related List in App
Builder. Only Create/Update Quick Actions are supported.
Use Case
Mass Create Quick Action directly from the Related List
Mass Update Quick Action to update (e.g. status of more
than one case from the Account Related List)
Impact
End user and admin productivity

Customer Need
Ability to see where a summary formula is being applied in Lightning
Experience, similar to Classic UI behavior
Create a report with the groupings you want to compare. In the summary
formula builder, select the PARENTGROUPVAL or PREVGROUPVAL function. In
the Display area (1), set how to apply the formula, using the preview image as
reference. In the Function panel (2), select the group parameter values to
include in the formula. When you insert the function into the formula (3), the
selected parameters are included.
Use Case
See how a summary formula that includes the PARENTGROUPVAL or
PREVGROUPVAL function will be used in your Lightning report. When you
select grouping options in the enhanced formula builder, the preview image
updates instantly to show how the formula will be applied.
Impact
User productivity
All Editions
Visualize Summary Formulas for Lightning
Reports as you create them

Customer Need
The Client Credentials variant of OAuth is needed
for integrations that identify the Salesforce platform
speciﬁcally as a client to the external system.
Create an External Credential with the OAuth
protocol and select one of the options for Client
Credentials as the Authentication Flow Type.
Use Case
This form of authentication is required by many
systems: NetSuite, Microsoft, Google Cloud, and
more. Now, you can avoid custom code to solve for
this.
Impact
Less eﬀort to enable integrations
Better security for integrations
Client Credentials - OAuth integration
New option for Named Credentials
Available in
EE, UE, PxE

Report on Permission Set Assignment
Customer Need
This is the fifth most requested idea by our customers -
the ability to report on permission set assignment!
Customers want to easily report on permission set
assignment via reports and dashboards.
Create a custom report type for the Permission Set
Assignment object and select which fields from
permission set, permission set group, or user to be
included in the report.
Use Case
Run a report by a user or by permission set or
permission set group to see who is assigned to what in
one place.
Impact
True to the core, easier understanding of user access
The fifth most voted idea on IdeaExchange!
Don’t forget, there’s also the User Access and Permissions Assistant in the AppExchange

Permission Set Summary View
Customer Need
Admins need to be able to easily understand
what access a given permission set grants.
No conﬁguration needed, use the new View
Summary (Beta) button on permission sets
and permission set groups.
Use Case
Quickly understand what is in a permission
set or a permission set group.
Impact
Admin experience and productivity

Report on AccountShare
Customer Need
Audits of Account access from manual sharing
or membership in an Account Team.
Admins can create a Custom Report Type based
on AccountShare, then in a Report, ﬁlter on
rowCause = Manual or rowCause = Team.
Use Case
Schedule a report to send AccountShare access
details to the internal Compliance Team.
Impact
User productivity and self service

Report on Members of a Public
Group and Queue
Customer Need
Clicking in setup or running a SOQL query to determine
who is in a public group or queue takes time.
Admins can create a Custom Report Type based on
GroupMember, then in a Report, ﬁlter on Group Type =
Regular (for Public Groups) or Group Type = Queue.
Use Case
Managers move reps in and out of queues, and can use an
admin created report to check the current membership of a
queue. Admins can more easily determine who is in which
public groups, helping with troubleshooting access issues.
Impact
User productivity and self service

API Names in Permission Sets
API Names of Object and Field Permissions
Customer Need
Easily understand which object or field you are granting
access to in a permission set, in the event you have multiple
objects and fields with the same label.
No configuration needed.
Use Case
As an admin I have two objects with the same label, I need
to know which one my permission set is granting access to.
Impact
Admin experience

Permission Set Group Improvements
Recalculate Groups and Understand Failures
Customer Need
Permission set groups can end up in a failed status, requiring
contacting Salesforce Support. Prior to this change, there was no
easy way to identify why the permission set group ended up in a
failed status, or recalculate the permission set group access.
No conﬁguration needed - if a permission set group moves into a
failed status, a status message will display, letting you know why.
There is also a new recalculate button.
Use Case
My group is in a failed state and I want to understand why
I need to recalculate my PSG
Impact
Admin experience

Screen Component Input Retention
Customer Need
Customers expect the data they have entered in a form to be
retained if they navigate back to a previous screen, resume their
flow, or a validation error occurs. This has been a major pain point
for screenflow builders.
Screen components will now remember user-entered values upon
resuming a flow, triggering input validation errors, and going back to
a previous screen. To use, upgrade your flow version to API Version
59+
Use Case
A user navigates backward and expects their form to retain
everything they entered, an input validation occurs and
user-entered values are now retained, a user resumes a flow from a
‘Pause’ and now sees previously entered values
Impact
Admin productivity, user productivity and satisfaction
Flow enhancements
User entered values now kept when
a validation error occurs

Reactive Screen Components (GA)
Create more dynamic screen ﬂows
Customer Need
Ability to conﬁgure screen components so that they react to the
changes in other components on the same screen. Previously,
for a component to react to changes in another component, you
had to put them into separate screens or create large, monolithic
custom components.
Consult the Reactivity Trailmix and Blog Post
Use Case
A Sales rep uses a ‘Contact Quick Edit’ form to quickly make
changes to an accounts’ related contacts as they are on the
phone with them, saving them from jumping around Salesforce
records.
Impact
User productivity

Reactive Choice Selections (GA)
Create more dynamic screen ﬂows
Customer Need
Customers want to automatically select or pass selections of a
Choice (Radio, Picklists, Choice Lookup) to other same-screen
components.
Use Case
Automatically select a choice option based on criteria changing on
the same screen, like a Return Type based on a Return Reason.
Enforce business rules and save time by automatically selecting
choice values based on a user’s actions by using reactive formulas.
Impact
Auto-select an Opportunity Stage from
a Data Table
Select a Radio Button Based on
Another Radio Button

Reactive Display Text (Beta)
Display Text reacts to changes on the same screen
Customer Need
Display Text is the most used component in Screen Flows and is
critical in summarizing information for users. Now Display Text will
react to changes in supported components on the same screen to
indicate real-time progress and show calculations!
Enable the ‘Opt in to Reactive Display Text Beta’ checkbox in
Process Automation Settings, ensure your ﬂow is API version 59+,
then reference the output of same-screen components in your
display text.
Use Case
● Provide real time calculations to provide an automatically
calculated monthly amount for a loan
● Summarize the actions taken by a user before they progress
to the next screen in their proces
Impact

Global Variable Support for Formulas
Ensure your formulas scale with global variable support
Customer Need
Customers need to reference Custom Labels, Custom Settings, and other
globally available information in their reactive formulas to remove logic
from the flow or to translate text on the screen.
Reference a global variable in a formula that references same-screen
components.
Use Case
● Reference translated custom labels in your reactive formulas with
the $Label global variable
● Perform special logic in your formulas based on the running user or
user’s profile with the $User or $Profile global variables
● Create user or profile-specific outcomes in your reactive formulas,
like discount percentages, with the $Setup global variable
Impact
Org scalability - remove hard coded logic from a flow, ensure key logic
changes can be made easily and quickly
Generate an error message for Sales users when they
enter a discount percentage in a screen that exceeds a
Custom Setting value configured outside of the Flow

Panel Based Elements
Maintain context of flow while configuring elements
Customer Need
Users want the ability to navigate their flow without having to
complete the configuration of an element
This is a phased rollout. In Winter ‘24, panels are auto
configured for Create Records, Wait, Start, Update elements.
Action element will show in panel when editing only.
Use Case
Maintain view of the canvas while editing an element,
strengthening context. Navigate flow canvas without having to
complete configuration of property editor.
Impact
Strengthens contextual knowledge
Enables a more fluid workflow
*Phased rollout by element

Easier Flow Resource Selection
Find & select flow resources quickly & easily
Customer Need
Users struggle to find the right item when selecting flow resources.
This is a phased rollout. In Winter ‘24, friendly resource picker is
auto enabled for Create Records element when selecting records
and record collections (for those set using all values from a record)
Use Case
Find resources more easily with friendlier names, tooltips with
helpful info, resources grouped under the element it was created in,
breadcrumbs to maintain context of the data structure of the
resource, and intuitive icons.
Impact
User productivity and efficiency
*Phased rollout by resource picker type

Api Version Added to Flow List View
Find flows that need Api version upgrades quickly
Customer Need
Customers often need to upgrade a Flow API version
to get the latest and greatest improvements to Flow,
but have to take multiple steps to view a flow’s Api
version
Add the Api version field to the Flow Definitions list
view in Setup.
Use Case
A user needs to upgrade a screen flow to Api version
59+ to take advantage of reactive screen
components

Custom Error Messages
Customer Need
Customers want the ability to rollback a record-triggered transaction and
message the user to let them know why the change was rejected. Prior to
this option, there only options were to use Validation Rules (limited
functionality) or Apex (coding skills required).
Open Flow Builder and create a record-triggered ﬂow. There will be a new
element called Custom Error which you can use in conjunction with entry
conditions or other forms of logic built in ﬂow to trigger appropriately. This
can only be used in the following paths: Fast Field Updates (Before Save)
and Actions and Related Records (After Save).
Use Cases
● Use trigger-on-delete to block a record from being deleted
● Give your users feedback on complex validation and errors in
record-triggered automation without Apex
Impact
User productivity and org scalability
Addresses a top voted idea on IdeaExchange!

Write Data to External Systems (GA)
Customer Need
Organizations need a way to declaratively automate Salesforce
processes to update external systems and reduce the dependency
on developers for integrations.
Create an HTTP Callout action and use Post, Put, Patch, or Delete
methods to perform a callout that writes data to external systems,
using any HTTP-based API. To set request Body, create resource &
select auto generated Apex-deﬁned type that parses the action’s
Body. Then add Assignment element, select output variable from
previous step and map & assign each body ﬁeld.
Use Case
Add records to ext. system when products are added to Salesforce.
Add leads and contacts to external marketing automation tool.
Process a payment transaction through an ext payment gateway.
Impact
Reduce code, increase productivity

Transform Data in a Flow (Beta)
Customer Need
Help article 1
Help article 2
Use Case
Particularly helpful if you are accessing date in an external system
using callouts and the external system’s data is not in the same
format as the data in Salesforce
Impact
Reduce code, increase productivity

Signature Capture LWC + Sample
Ability to capture E-Signatures via LWCs
Customer Need
Users across Field Service, Health Cloud, Salesforce App,
and more want to collect signatures through their LWCs.
Developers must download the LWC contents from our
open-source LWC-Mobile-Samples repository on GitHub.
Then, take the contents of the LWC Component and
integrate its contents into their app flow. Instructions are
provided in the repository. We also provide a LWC Sample
that illustrates the flow of how to configure this LWC.
Use Case
Complete actions such as verifying work, delivery or
payment completed, update patient records
Sign service reports via contactless signature.
Impact
Employee productivity

Einstein Activity
Capture
Latest status for Outlook Integration here

Sync Recurring Events from to Google
Customer Need
Users want to sync everything on their calendars,
including Recurring Event series. (Also called
“repeating event” series.)
For each Conﬁg in EAC Setup, make sure the Event
sync direction is “Google Suite to Salesforce.” Select
“Sync Event series.”
Use Case
User creates recurring event series in Google Calendar
and wants to sync it to Salesforce.
Impact
User productivity and more feature parity for Gmail.
Einstein Activity Capture enhancements

Activity 360 Reports
Unified Activity & Insights Standard Reports & Dashboard
Customer Need
Einstein Activity Capture customers want the ability to report on
Einstein Activity Capture emails.
Single unified Activity reports that combine core Salesforce data
with Activity 360 (i.e. EAC and ECI) data. Users don’t have to be
aware of which data is in which database. To configure, search
Setup for “Einstein Activity Capture” and select “Settings.” Then
enable “Activity 360 Reporting” in EAC Settings.
Use Case
Ability to report on EAC emails within core Salesforce reporting.
Impact
User productivity
Unlimited Edition
(And Add Ons: Inbox, Sales Engagement,
Revenue Intelligence, Sales Cloud Einstein)
(Also Starter Edition)

Users’ Onboarding Status &
Connection Metrics in One Place
Customer Need
Admins want to track the progress of users being onboarded.
Admins want to troubleshoot when users claim emails, events, and
or contacts aren’t syncing properly.
Search for “Einstein Activity Capture” in Setup and choose “Status &
Metrics.”
Use Case
● Verify the number of users in the new “Onboarding” status
and then see them all gradually move to the “Active” status.
● Check (for a given user) when last email was captured, and
how many events and contacts have synced that day.
Impact
User productivity, user self-service, proactive troubleshooting

Easily Optimize Your Einstein
Activity Capture Setup
Customer Need
EAC may be fairly easy to activate, but requires some careful
reading and clicking to tune it just right. Admins need a tool
to streamline this process.
Search for “Einstein Activity Capture” in Setup and choose
“Status & Metrics.” Go to the “Connection Status” subtab.
Use Case
Check for correctness of settings and remedy any issues.
Impact
User productivity, user self-service, proactive
troubleshooting

Address Connection Issues Quickly
with Notifications
Customer Need
Admins need a way to know if EAC is experiencing a significant
connection problem without waiting for end users to tell them.
Search for “Einstein Activity Capture” in Setup and choose “Status
& Metrics.” Go to the “Connection Status” subtab.
Use Case
The number of users with connection issues rises above a
threshold value (percentage). Admin sees a Notification.
Impact
User productivity, user self-service, proactive troubleshooting

Display Only Salesforce Events on Calendar
Avoid redundant data display on Calendar
Customer Need
Avoid displaying duplicate or redundant event data when multiple
event sources are in play.
Search for “Einstein Activity Capture” in Setup and choose
“Settings.” Leave the setting “Show Captured Events on the
Salesforce Calendar” disabled (note this is the default state).
Use Case
● Prevent the “Google Calendar” or “Microsoft Oﬃce 365”
overlay option from appearing in calendar view.
● If desired to have the overlay option appear, it is not
selected by default and needs to be enabled manually.
Impact
User productivity, easier training, and fewer calls to Support.

Lightning Article Editor (GA)
Addresses one of the top voted ideas on IdeaExchange!
Customer Need
Provide features like a full-screen mode, advanced table editing, and
seamless copy/pasting from external sources.
Go to the Release Updates in Setup, and turn on the beta from there.
We are the ﬁrst knowledge product to include an accessibility checker,
which automatically scans articles for WCAG (ADA, accessibility)
violations.
Impact
Agent and writer productivity
Lower Time to Creation for Articles
Increased article and service quality

Article Personalization (GA)
Tailor articles to your service agents
Customer Need
Organizations want to customize which parts of their articles they
show to which audience, allowing them to deliver knowledge that’s
tailored to the user.
Go to the Release Updates in Setup, and turn on the beta from there.
Use Case
Location-based visibility (e.g. a GDPR field that’s only visible to
European agents), tier-based visibility, permission-based visibility,
role-based visibility.
Impact
Reduced knowledge base maintenance costs
Reduced average handling time
Note: Article Personalization only works in Lightning Experience, not on Experience Cloud.
Audience visibility is defined on a field level.
Lightning
Experience Only

Component Visibility Enhancements
Enhanced Discovery & Visibility Toggle
Solution
The Page Structure now includes option to filter components based
on the visibility status. The component can be made visible directly
from the Page Structure. Also, the hidden components are greyed
out and are always visible on the canvas.
Variants created with expressions cannot be hidden via this
feature.
Use Case
Customers don’t need to show all components on all device form
factors. We delivered responsive component visibility to hide or
show components in the Spring ‘23 release, however, it was difficult
to find the hidden components to unhide them and component
visibility property would clash with Expression Based Variations.
Impact
Improved discoverability
Improved ease of use
Enhanced LWR Only

Actions Bar Component (GA)
Configure Edit and custom quick actions
Customer Need
This feature provides Edit Standard Action and also extended support
for create/update Quick Actions in addition to Headless LWC Quick
Actions.
Configure Edit Standard Action on all Custom and most Standard
Objects using the Dynamic Action Bar. This component will be
available with LWR Build Your Own, Microsite and any Solution
Specific LWR template (e.g. B2C Commerce)
Use Case
Provide end users with actions to create/update or trigger custom
actions.
Impact
User Experience
Low/No Code option to expose user centric actions
LWR Only
To allow for all supported standard objects navigate to:
Experience Builder -> Settings -> Advanced and select Show all components

Expand the Reach of Your Site
Translate your LWR Sites into up to 25 languages
Customer Need
Customers need to be able to oﬀer their LWR site in more languages
than the previous limit of 10.
Add languages to the site from the Settings > Languages panel in
Experience Builder.
Use Case
Multilingual sites.
Impact
Experience site regional scalability
LWR Only

Find Components More Easily in
Experience Builder LWR
Customer Need
Site Admins want to be able to quickly locate a speciﬁc component
on the builder canvas or in the page structure. This can be
challenging in deeply nested LWR sites.
When you click on a component in the page structure, Experience
Builder scrolls the canvas to show the component and open it’s
property panel. When you click on a component on the canvas,
Experience Builder scrolls the Page Structure to show the selected
component there.
Use Case
Locating a speciﬁc component within Experience Builder.
Impact
Enhanced usability in Experience Builder
LWR Only

Assign CSS Classes to Components
Achieve more control over styling
Customer Need
Site Admins want a quick and easy way to assign CSS classes to
speciﬁc components in Experience Builder.
Deﬁne CSS classes in the site’s head markup. Click on the ‘Style’ tab
of the component you want to assign the CSS class to. Type in the
CSS class(es) in the ‘CSS Class’ property.
Use Case
Assign a CSS Class to an instance of a component.
Assign multiple CSS classes to an instance of a component.
Impact
User productivity
Enhanced LWR Only

Customize Salesforce CDN Settings
Configurable integrated CDN, partner Cloudflare
Customer Need
Customers need the ability to fine-tune the Salesforce CDN’s default
settings to address the unique needs of their site.
Turn image optimization and the web application firewall (WAF)
managed rule set off or on, and protect your domain from malicious
activity with up to 10 custom WAF rules. You can use autonomous
system number (ASN), IP addresses, and country to define the
custom WAF rules.
Provision a new domain with the Salesforce CDN, select Use the
Salesforce CDN for a Commerce LWR store, then associate the
domain with a Commerce LWR store. To customize the Salesforce
CDN settings, go to the Domains page and click Edit CDN Settings
next to the appropriate domain.
Use Case
B2B LWR Commerce and D2C LWR Commerce sites, Experience
Delivery pilot sites.
Dreamforce Presentation (requires community login)

Thank you
Contact me: stephen.stanley@goodcloud.team
Salesforce Architecture Guidance
Partner Quality Management
Integration Development
Non-Proﬁt Success Pack Guidance
Salesforce Flow Design/Development
Anything where you need a second opinion

Winter '24 Release Overview

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