Our Picks from Spring ‘24 Release for Salesforce

The anticipation is over – the Salesforce Spring ’24 Release is here, packed with CRM and Marketing Cloud upgrades. Our OITC Salesforce and Marketing Cloud experts selected their favourite features to make it easy for you. 

Let’s dive into their top updates:

What we’re excited about: New Email Builder

Why? Salesforce teases a revamped email builder, promising a more intuitive drag-and-drop experience while still offering the power to manipulate code. Plus, enjoy the ability to run render tests before hitting that send button.

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What we’re excited about: Lightning App Builder – Dynamic Forms

Why? Dive into the world of dynamic forms with related object fields in the Lightning App Builder for Salesforce CRM. Now, accessing and displaying data from related objects on record pages is a breeze. 

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What we’re excited about: Referral Marketing in Marketing Cloud

Why? Now, there are centralised referral promotions for multiple brands under one program. Plus, you can seamlessly integrate referral processes into existing business workflows using the Process Referral Events action in Flow Builder. 

More on Referral Processes

What we’re excited about: Improvements to Email To Case in Service Cloud

Why? There is an increased default character limit to 131,072 characters and enhanced options for threading emails based on tokens, metadata, or both. 

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What we’re excited about: Efficient Email and Event Logging

Why? Salesforce now streamlines Outlook and Gmail integration, proposing associations for emails and events. Attachment information is displayed, and attachments are logged by default. 

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What we’re excited about: New Sales Homepage Layout

Why?We love the revamped Sales Homepage dashboard layout for a refreshed user experience. 

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What we’re excited about: Simplified Meeting Setup in Sales Engagement

Why?There are new options in Sales Engagement Setup to facilitate easier meeting setup, including meeting availability suggestions in emails. 

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What we’re excited about: Enhanced Forecast Chart Insights

Why? We can now gain deeper insights into forecast health with enhancements to forecast charts and historical trends. Visualise data by product family or custom picklist and customise chart views. 

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What we’re excited about: New Order Save Behavior

Why? You can now enable a new order save behaviour that triggers custom application logic whenever an order product update impacts the parent order; this ensures an accurate evaluation of custom application logic on the parent record. 

Explore the details

Stay tuned for more insights from OITC’s expert perspective on these exciting updates from Salesforce’s Spring ’24 Release. 

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