{"id":7314,"date":"2023-10-20T07:29:41","date_gmt":"2023-10-20T07:29:41","guid":{"rendered":"https:\/\/dianapps.com\/blog\/?p=7314"},"modified":"2023-10-20T07:29:41","modified_gmt":"2023-10-20T07:29:41","slug":"top-highlights-from-the-salesforce-winter-24-release","status":"publish","type":"post","link":"https:\/\/www.dianapps.com\/blog\/top-highlights-from-the-salesforce-winter-24-release\/","title":{"rendered":"Top Highlights from the Salesforce Winter \u201924 Release"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Winter is coming and so is Salesforce platform\u2019s latest release. We are talking about <\/span><b>Salesforce Release Winter 24<\/b><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">What is the purpose of this release? Well, Salesforce being a top-rated and highly advanced customer relationship management company, aims to keep businesses workflow organized in a safe and effective way. This also includes streamlining data, tech stack operations, and data connectivity automation.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salesforce Winter 24 Release took place recently, to be precise the dates were:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">1st September 2023<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">6th October 2023<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">13th October 2023\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Missed the chance to experience the updates live? Don\u2019t worry because this blog gives you a complete walkthrough of what Salesforce Winter 24 is all about alongside its innovative features.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">So let\u2019s roll out the experience once again for you!\u00a0<\/span><\/p>\n<h1><span class=\"ez-toc-section\" id=\"What-is-the-main-agenda-of-Salesforce-Seasonal-Releases\"><\/span><span style=\"font-weight: 400;\">What is the main agenda of Salesforce Seasonal Releases?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p><span style=\"font-weight: 400;\">Salesforce delivers hundreds of unique features for businesses in need and has its releases set to three seasonal categories:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Spring\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Summer\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Winter\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Their end goal is to help you and your staff, stay on top of changes so you can take complete benefit of the changing scenarios and functionalities evolving with time.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Furthermore, Salesforce prepares you to keep learning and exploring its diverse CRM development system so that you can earn magnificent strategies that draw you towards greater success. Isn\u2019t it generous?\u00a0<\/span><\/p>\n<style>.elementor-7329 .elementor-element.elementor-element-ec4760e > .elementor-widget-wrap > .elementor-widget:not(.elementor-widget__width-auto):not(.elementor-widget__width-initial):not(:last-child):not(.elementor-absolute){margin-bottom:0px;}.elementor-7329 .elementor-element.elementor-element-ec4760e > .elementor-element-populated{padding:0px 0px 0px 0px;}.elementor-7329 .elementor-element.elementor-element-cb7f6af > .elementor-container > .elementor-column > .elementor-widget-wrap{align-content:center;align-items:center;}.elementor-7329 .elementor-element.elementor-element-cb7f6af:not(.elementor-motion-effects-element-type-background), .elementor-7329 .elementor-element.elementor-element-cb7f6af > .elementor-motion-effects-container > .elementor-motion-effects-layer{background-color:#000000;}.elementor-7329 .elementor-element.elementor-element-cb7f6af{transition:background 0.3s, border 0.3s, border-radius 0.3s, box-shadow 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.elementor-element.elementor-element-ec4760e{width:100%;}.elementor-7329 .elementor-element.elementor-element-22760bc{width:72%;}.elementor-7329 .elementor-element.elementor-element-8fa0d4c{width:28%;}}@media(max-width:1024px) and (min-width:768px){.elementor-7329 .elementor-element.elementor-element-22760bc{width:60%;}.elementor-7329 .elementor-element.elementor-element-8fa0d4c{width:40%;}}<\/style><div class=\"porto-block elementor elementor-7329\">\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8fa19da cta elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"8fa19da\" data-element_type=\"section\">\r\n\t\t\t\r\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-ec4760e\" data-id=\"ec4760e\" data-element_type=\"column\">\r\n\r\n\t\t\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\r\n\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-cb7f6af elementor-section-content-middle elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"cb7f6af\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\r\n\t\t\t\r\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\r\n\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-22760bc\" data-id=\"22760bc\" data-element_type=\"column\">\r\n\r\n\t\t\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\r\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8466d79 elementor-widget elementor-widget-heading\" data-id=\"8466d79\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.14.0 - 26-06-2023 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h4 class=\"elementor-heading-title elementor-size-default\"><span class=\"ez-toc-section\" id=\"If-you-have-any-queries-related-to-the-use-of-all-three-seasonal-releases-take-a-free-Salesforce-consultation-from-DianApps\"><\/span>If you have any queries related to the use of all three seasonal releases, take a free Salesforce consultation from <b>DianApps<\/b>.&nbsp;<span class=\"ez-toc-section-end\"><\/span><\/h4>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-8fa0d4c\" data-id=\"8fa0d4c\" data-element_type=\"column\">\r\n\r\n\t\t\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\r\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ee74169 elementor-align-justify join-us-btn elementor-mobile-align-center elementor-button-info elementor-widget elementor-widget-button\" data-id=\"ee74169\" data-element_type=\"widget\" id=\"cta\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-md\" href=\"https:\/\/dianapps.com\/salesforce-consulting-services\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Free Salesforce consultation<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/section>\r\n\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/div>\r\n\t\t\t\t\t\t<\/div>\r\n\t\t\t\t<\/section>\r\n\t\t<\/div>\n<p><span style=\"font-weight: 400;\">Let\u2019s find out more about what they have to offer with Winter 24 (<\/span><b>AI + Data + CRM<\/b><span style=\"font-weight: 400;\">) this year.\u00a0<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Highlights-of-Salesforce-Winter-24-Release\"><\/span><span style=\"font-weight: 400;\">Highlights of Salesforce Winter 24 Release<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"1-Implement-dynamic-forms-for-standard-objects-to-enhance-user-experience-with-tailored-page-layouts\"><\/span><span style=\"font-weight: 400;\">1. Implement dynamic forms for standard objects to enhance user experience with tailored page layouts\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\"wp-image-7315 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Dynamic-Forms-for-Standard-Objects-Labels.png\" alt=\"\" width=\"876\" height=\"418\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Want to create a more user-friendly experience for your end-users? Use dynamic forms that comes with personalized page layouts helping businesses adjust their data parallel to what their customers want by managing field visibility, and layout.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Previously the use of dynamic forms were only accessible to custom objects and selected standard objects. In the recent Salesforce Winter 24 release, the functionality supports hundreds of LWC-enabled standard objects.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, one should note that Salesforce\u2019 dynamic forms do not support the objects which has no support to the Lighting Web Componets such as:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Campaigns\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tasks<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Products\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Users can also operate these dynamic forms via their cellphones. Simply search \u201cDynamic Forms on Mobile\u201d to enable the functionality. Look below for the example:<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-7316 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Dynamic-forms-for-Mobile.jpg\" alt=\"\" width=\"946\" height=\"125\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"2-Save-time-and-energy-by-transferring-ownership-with-Salesforce-streamlined-dashboard-management\"><\/span><span style=\"font-weight: 400;\">2. Save time and energy by transferring ownership with Salesforce streamlined dashboard management\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Salesforce experts call this release as \u201cSmall changes, but Big time saver\u201d for admins.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-7317 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Transfer-Dashboard-Ownership.jpg\" alt=\"\" width=\"839\" height=\"387\" \/><\/p>\n<p><span style=\"font-weight: 400;\">A dashboard used to be unavailable when a user left your organization because there was no simple way to transfer ownership of it. Clone and replicate the dashboard to the exact specifications was the only solution.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With the latest update, it is now possible to give a dashboard to a new owner. Anywhere the dashboard is located, assign ownership with the &#8220;View All Data&#8221; or &#8220;View My Team Dashboard&#8221; rights as well as edit access to the folder.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"3-Record-creation-and-mass-updates-easily-with-Salesforce-%E2%80%9Cquick-actions-on-related-lists%E2%80%9D\"><\/span><span style=\"font-weight: 400;\">3. Record creation and mass updates easily with Salesforce \u201cquick actions on related lists\u201d<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" class=\" wp-image-7318 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Save-Time-with-Mass-Quick-Actions-on-Related-Lists.png\" alt=\"\" width=\"840\" height=\"490\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Another simple admin upgrade that will increase user productivity!\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By introducing quick actions straight to linked lists, users may now create and mass update (up to 100) related records without leaving the page.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Quick actions can be added in one of two ways:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">The Lightning App Builder states: On the properties pane, choose &#8220;Show list view action bar&#8221; after selecting the Dynamic Related List. Next, select Add action.<\/span><\/span>&nbsp;<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">\u00a0Using the page layout editor&#8217;s object management settings: Expand the buttons section in the linked list properties after opening it, then choose the necessary quick actions. The linked list type should then be adjusted to Enhanced List from the parent record page in Lightning App Builder.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Use the quick actions (1) after they are enabled and apply them to the chosen records (2).<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"4-Prepare-and-promote-best-practices-with-permission-sets\"><\/span><span style=\"font-weight: 400;\">4. Prepare and promote best practices with permission sets\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Numerous upgrades and improvements for permissions have now been made available as a result of Salesforce&#8217;s decision to phase out profile-based permissions in the next Spring &#8217;26 release, and we anticipate that there will be additional updates and improvements published in the future.<\/span><\/p>\n<p><b>Feel free to contact DianApps, a certified Salesforce consulting partner if you have any questions or would want to discuss transition planning techniques.<\/b><\/p>\n<h4><span class=\"ez-toc-section\" id=\"a-Describe-the-Custom-Permission-Set-and-Group-Assignment-Permission-Sets\"><\/span><span style=\"font-weight: 400;\">a. Describe the Custom Permission Set and Group Assignment Permission Sets.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Now, a custom report type with Permission Set Assignment as the main object can be created.\u00a0<\/span><\/p>\n<p><img decoding=\"async\" class=\" wp-image-7325 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Report-on-custom-permission-set-and-permission-set-group-assignments.jpg\" alt=\"\" width=\"888\" height=\"551\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Administrators may now quickly view a list of all users who are a part of a custom Permission Set or Permission Set Group thanks to this report.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"b-Repair-Permission-Set-Group-Issues\"><\/span><span style=\"font-weight: 400;\">b. Repair Permission Set Group Issues<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Displaying the most recent error messages on the details page can help you keep track of errors while testing. To save time when debugging Permission Set groups, show the clear error indicator.<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-7326 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Troubleshoot-Permission-Set-Group-Errors-1.jpg\" alt=\"\" width=\"800\" height=\"362\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Additionally, it is no longer necessary to update the group to manually initiate the recalculation of Permission Set Groups.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"c-For-details-on-object-and-field-permissions-in-permission-sets-see-API-Names\"><\/span><span style=\"font-weight: 400;\">c. For details on object and field permissions in permission sets, see API Names.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">To eliminate any ambiguity while establishing object and field rights in permission sets, the Object API Name and Field API Name in addition to the object and field label are now presented.<\/span><\/p>\n<p><img decoding=\"async\" class=\" wp-image-7327 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/See-API-Names-for-Object-and-Field-Permissions-in-Permission-Sets.png\" alt=\"\" width=\"701\" height=\"334\" \/><\/p>\n<h4><span class=\"ez-toc-section\" id=\"d-View-the-Number-of-Permission-Set-Groups-to-Which-a-Permission-Set-Has-Been-Added\"><\/span><span style=\"font-weight: 400;\">d. View the Number of Permission Set Groups to Which a Permission Set Has Been Added\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">You may now view the number of permission set groups to which a given permission set has been added.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Before making a modification to the permission set, utilize this count to determine the impact on your users.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5-Generate-leads-and-manage-contents-better-with-intelligence-view\"><\/span><span style=\"font-weight: 400;\">5. Generate leads and manage contents better with intelligence view<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">This improvement to lead and contact management is really exciting and simple to use.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A streamlined interface for displaying activity metrics and enticing user behaviors is offered by the Lead Intelligence View and Contact Intelligence View, both of which are easily accessible on a single page.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Users just need to select &#8220;Intelligence View&#8221; from the lead or contact home page after it has been configured during setup.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The following lead metrics are part of the new intelligence view:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Total Leads: The overall number of leads that satisfy your filtering requirements.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads with no completed activity are considered inactive.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Idle: Leads with past activity, but no recent tasks have been finished.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">No Upcoming: Leads without any upcoming activities are those with recently completed activities.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leading with activities that are past due.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads with tasks that are due today.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads with activities due in the upcoming 30 days.\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The new intelligence view&#8217;s contact metrics include:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The total number of contacts who match your filter parameters.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">No Activity: Relationships with no finished tasks.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Idle: Contacts with historical activity but no recent accomplishments.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">No Upcoming: Contacts without any upcoming plans but with recently finished activities.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contacts with delayed activity are referred to as overdue.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contacts with activities are required today.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Contacts with tasks due in the upcoming thirty days.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"size-full wp-image-7324 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Contact-activity-metrics.jpeg\" alt=\"\" width=\"800\" height=\"253\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"6-Enhanced-management-of-visibility-settings-with-salesforce-account-sharing\"><\/span><span style=\"font-weight: 400;\">6. Enhanced management of visibility settings with salesforce account sharing<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"View-an-accounts-access-from-Manual-Shares-and-Account-Teams-with-Reports\"><\/span><span style=\"font-weight: 400;\">View an account&#8217;s access from Manual Shares and Account Teams with Reports<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">To see an overview of the shared account records in your organization and which people or groups have access to them, create a custom report.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To simplify maintaining the security of your accounts, create these reports using a custom report type on the Account Share object.\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In the quick find box of options, enable these reports under the report types heading. Then, while creating the reports, choose &#8220;Account Share&#8221; as the main object consumers would view.\u00a0<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"a-View-Reports-from-Public-Group-Members\"><\/span><span style=\"font-weight: 400;\">a. View Reports from Public Group Members<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">To manage memberships in Public Groups quickly, use a Group Member report. With this dynamic custom report type, you may view users, roles, and other groups that have been added to public groups.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Create the custom report by selecting &#8220;Group Member&#8221; as the primary object under &#8220;report type&#8221; in the settings. Users can choose it once it has been launched when creating their reports.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"b-Improve-Account-Sharing-Recalculation-Speed\"><\/span><span style=\"font-weight: 400;\">b. Improve Account Sharing Recalculation Speed<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">To encourage quicker account-sharing recalculation, two upgrades have been made available:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Implicit child share records between accounts and their child case and contact records are no longer kept.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">When attempting to access the cases and records, the system will allow access to them.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">No longer stored between accounts and their child opportunity data are implicit child share records.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">When attempting to access a child, access will be allowed to the youngster.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Enable faster account sharing recalculation by entering &#8220;Release Updates&#8221; in Setup, then go through the testing processes and click Apply Updates to finish.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"7-Refine-forecast-accuracy-with-a-new-user-friendly-interface\"><\/span><span style=\"font-weight: 400;\">7. Refine forecast accuracy with a new user-friendly interface<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"a-New-Forecast-Page\"><\/span><span style=\"font-weight: 400;\">a. New Forecast Page<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">A redesign of the forecast page has been made to make it easier to read and navigate.<\/span><\/p>\n<p><img decoding=\"async\" class=\" wp-image-7323 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Forcast-Updates.png\" alt=\"\" width=\"944\" height=\"437\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Updated icons for simpler page navigation (1) Current period indicator is shown in the summary view (2) Highlighting indicates which fields are clickable for additional detail (3) Updated label for the forecast range setting to describe what you are viewing (4)<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are no longer any duplicates in the predicted totals for the period because the view has been made simpler when focusing on a particular month or quarter.<\/span><\/p>\n<h4><span class=\"ez-toc-section\" id=\"b-Using-manager-discretion-increase-the-accuracy-of-sales-forecasts\"><\/span><span style=\"font-weight: 400;\">b. Using manager discretion, increase the accuracy of sales forecasts<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><span style=\"font-weight: 400;\">Apply judgments to a chance to improve forecast modifications in a more accurate and informed manner. Managers can gain more visibility into the deals they are most confident in closing by doing this.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This enhances the capability of the earlier version, when managers could simply modify the committed forecast figures to see how their decisions affected the modified forecast.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Forecast types based on Opportunity, Opportunity Product, or Line Item Schedule can include the Manager Judgement column. Managers can choose whether an opportunity is in or out of the forecast using this additional column.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, forecast managers are limited in that they can only use the forecasts of their team when applying judgment to prospects that they themselves own.<\/span><\/p>\n<p><img decoding=\"async\" class=\" wp-image-7322 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Forcasting-Management-Judgements.png\" alt=\"\" width=\"946\" height=\"159\" \/><\/p>\n<p><span style=\"font-weight: 400;\">The total number of opportunities included in the comments area of their committed forecast can then be viewed by forecast managers to get a clear picture of which prospects are likely to close.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"8-Opportunity-teams-may-quickly-identify-opportunity-involvement-using-audit-history\"><\/span><span style=\"font-weight: 400;\">8. Opportunity teams may quickly identify opportunity involvement using audit history.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Splitting teams apart over opportunities might occasionally happen.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Through the Audit History tab, you will have access to information on the changes made to an opportunity thanks to this new feature. Using the Audit History tool, you can quickly determine who changed something, which field was altered, and check both the present and past values for opportunity splits.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Utilizing this new page view will allow you to efficiently track all contributions to opportunities and manage your operations and resources more effectively.<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-7321 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Audit-history-for-splits-and-op-teams.png\" alt=\"\" width=\"800\" height=\"334\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"9-Boost-Productivity-with-Frequently-Used-Email-Features\"><\/span><span style=\"font-weight: 400;\">9. Boost Productivity with Frequently Used Email Features<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Enterprise and professional sales cloud clients can now access new email productivity tools that were previously only accessible as add-on licenses.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The following email functionalities are now available to users:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Shortcuts for Text<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Send Later\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email Tracking\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Email Interaction<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">If you already have these functionalities as a part of a license add-on, we advise getting in touch with us so we can run a system assessment and provide you recommendations for what to do next.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"10-Bonus-Examine-Cloud-Site-Security-Experience-with-Health-Check-Settings\"><\/span><span style=\"font-weight: 400;\">10. Bonus: Examine Cloud Site Security Experience with Health Check Settings<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Users may now monitor the amount of objects that guest user profiles have read-only and modify access to in Health Check settings. To create the proper visibility settings, first determine each user&#8217;s visibility allocations.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To begin analyzing your user&#8217;s visibility allocations, type &#8220;Health Check&#8221; into the Quick Find box and scroll to the &#8220;Informational Security Settings&#8221; object.<\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-7320 aligncenter\" src=\"https:\/\/dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Health-check-1024x744-1.jpg\" alt=\"\" width=\"877\" height=\"637\" \/><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Wrapping-Up\"><\/span><span style=\"font-weight: 400;\">Wrapping Up<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">And that\u2019s all you need to know about the<\/span><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=release-notes.salesforce_release_notes.htm&amp;release=246&amp;type=5\"><span style=\"font-weight: 400;\"> Salesforce Winter 24 Release<\/span><\/a><span style=\"font-weight: 400;\">. See you in the next cycle of Salesforce seasonal release.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Follow the guide through thic and thin to streamline your business as Salesforce wants you to. Need any assistance in setting up the new features or re-establishing the existing one? Reach out to DianApps!\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We will give you the best consultation, customization, and<\/span><a href=\"https:\/\/dianapps.com\/salesforce-development-services\"><b> top Salesforce development services <\/b><\/a><span style=\"font-weight: 400;\">that matches your needs and growth strategies on the go.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>Images source: <a href=\"https:\/\/fullcrm.com\/\" target=\"_blank\" rel=\"nofollow noopener\">https:\/\/fullcrm.com\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Winter is coming and so is Salesforce platform\u2019s latest release. We are talking about Salesforce Release Winter 24.\u00a0 What is the purpose of this release? Well, Salesforce being a top-rated and highly advanced customer relationship management company, aims to keep businesses workflow organized in a safe and effective way. This also includes streamlining data, tech [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":7319,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_wp_applaud_exclude":false,"footnotes":""},"categories":[85],"tags":[270,383,384],"class_list":["post-7314","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","tag-salesforce-consultant","tag-salesforce-winter-24-release","tag-top-salesforce-development-services"],"featured_image_src":{"landsacpe":["https:\/\/www.dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Add-a-heading-3.png",791,445,false],"list":["https:\/\/www.dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Add-a-heading-3.png",463,260,false],"medium":["https:\/\/www.dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Add-a-heading-3.png",300,169,false],"full":["https:\/\/www.dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Add-a-heading-3.png",1536,864,false]},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.12 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Top Highlights from the Salesforce Winter \u201924 Release<\/title>\n<meta name=\"description\" content=\"Salesforce release winter 24 and it is improving businesses CRM development solutions at another level. Have a look at the highlights!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.dianapps.com\/blog\/top-highlights-from-the-salesforce-winter-24-release\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Top Highlights from the Salesforce Winter \u201924 Release\" \/>\n<meta property=\"og:description\" content=\"Salesforce release winter 24 and it is improving businesses CRM development solutions at another level. Have a look at the highlights!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.dianapps.com\/blog\/top-highlights-from-the-salesforce-winter-24-release\/\" \/>\n<meta property=\"og:site_name\" content=\"Learn About Digital Transformation &amp; Development | DianApps Blog\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-20T07:29:41+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.dianapps.com\/blog\/wp-content\/uploads\/2023\/10\/Add-a-heading-3.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1536\" \/>\n\t<meta property=\"og:image:height\" content=\"864\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Vikash Soni\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Vikash Soni\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"10 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Top Highlights from the Salesforce Winter \u201924 Release","description":"Salesforce release winter 24 and it is improving businesses CRM development solutions at another level. Have a look at the highlights!","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.dianapps.com\/blog\/top-highlights-from-the-salesforce-winter-24-release\/","og_locale":"en_US","og_type":"article","og_title":"Top Highlights from the Salesforce Winter \u201924 Release","og_description":"Salesforce release winter 24 and it is improving businesses CRM development solutions at another level. 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