Salesforce Summer 2024 New Release Feature Highlights

Salesforce Summer 2024 New Release Feature Highlights

Join Malik as he highlights the new features in the Salesforce Summer '24 release. He showcases significant changes coming with the Salesforce 2024 summer release, highlighting five key updates: user access summary, automation center, code custom fields, dynamic forms updates, and field tracking history. He emphasizes the user-friendly features and improved customization capabilities of these updates, providing tips for utilizing them effectively.

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OUTLINE:
Salesforce 2024 summer release features, including user access summary, automation center, custom fields on dynamic record pages, and field tracking.
*Malik explains the new User Access Summary feature in Salesforce 2024 summer release, providing a centralized location for admins to troubleshoot user access issues.
*Admins can search for specific objects and fields, view permissions and access, and identify custom permissions and public group membership.
*Automation Center app launched, streamlining flow management.
*Malik explains updates to Lightning App Builder and Dynamic Forms, including adding blank spaces to fields and tabs feature.
*New feature allows admins to set component visibility for individual tabs, hiding specific tabs based on record information.
*Malik demonstrates how to track field history in Salesforce, making it easier to manage objects with field tracking enabled.
*Field history tracking feature allows users to search specific objects, view fields being tracked, and enable tracking for more fields.

VIDEO TRANSCRIPT:
I'm Malik from Cloud Adoption Solutions. And today we're going to be looking at five of the biggest changes that are coming with the Salesforce 2024 summer release. Now the first change that we're going to be looking at are the first feature that we're going to be looking at is the user access summary. If you're familiar with the permission access summary, that was in beta testing, a couple of releases ago, or under the previous release, this is basically the same thing before you would go to a permission set and you click on the view summary button. And it shows you the permissions that were in the permission set, and what things it was giving a user access to. So now, when you go to a user's record detail, and you click on the view summary button, you get a similar page where it shows you the system permissions that the user has access to, the objects that a user has access to, and whether they can, you know, recreate, edit, delete, view, or modify on those objects. And then it also gives you a view at the fields that they have access to on those objects, as well. So obviously, a user can have access to a bunch of different objects, and then those objects have a ton of fields on them. So what you would do is you search for the specific object that you're looking for, in the search box. And then you can see, you know, opportunity, days open opportunities they opportunity was closed, feels like that, and shows you they have read access to it or edit access to that field. So like in this case, this day is open field, they would only have read access to it. And also your custom permissions. And whether they're a part of various public groups and queues as well. I think this is a great place for admins to use to try to figure out why certain users aren't able to access something, you know, they're trying to troubleshoot troubleshoot, why user can't edit a specific record, or why a user can't see space specific records, this will be a great area for them to, you know, look at first to be able to see what a user has access to. And you know, they can, you know, try to solve the those issues, starting from here. Now, the next update, the next feature that we're going to be looking at, is going to be something that I think is pretty cool, which is the automation center, or the automated automation app. And this is just basically, Salesforce has taken flow from setup, originally, we would look at flows, we would go to set up and we would type in flow into the left in the search bar. And then that will take us to all the flows that we've been working on. Now, what they've done...

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