Salesforce Spring ’24 Features: Important Flow Updates
With the imminent arrival of Salesforce’s Spring ’24 Feature Release, the Salesforce platform is gearing up for transformative enhancements that promise to reshape the landscape of workflow efficiency and data management. Among the notable Salesforce updates are advanced features within the Salesforce Flow, introducing a wave of innovation in CRM automation.
In this article, we’ll break down what Salesforce Flow is, closely examine the new features in Spring ’24, and dive into the details of the process release updates.
What is Salesforce Flow?
Salesforce Flow is a powerful tool designed to simplify and automate processes within the Salesforce platform. Think of it as a smart assistant that allows Salesforce users to create automated workflows effortlessly. For instance, you can use Flow to update a record and then automatically send an email to a customer. The beauty of Flow is that it doesn’t require advanced coding skills. It offers a straightforward, user-friendly way to build these automated processes with just a few clicks.
New features in Spring ’24 for Flow
Now, let’s look at the exciting improvements made to Salesforce Flow, as highlighted in the Salesforce Spring ’24 Feature release:
1. Transformation and Aggregation in Flow
In Salesforce’s Spring ’24 Feature Release, the Transform element in Flow gains the ability to aggregate data from source collections. This means you can count or summarize items within a collection, providing a flexible way to use the resulting data in your Flow. For example, you can assign the total number of Allergy records captured in a Screen Flow to a field on the lead called “Number of Allergies.”
2. Input Validation Menu for Flow Data Table and Components
Salesforce’s Spring ’24 Feature Release introduces the Validate Input properties menu for the Data Table component in Salesforce Flow. This feature extends to components like Name, Address, Lookup, and URL, improving input validation capabilities. It lays the groundwork for more interactive functionalities, enhancing the user experience.
3. Reactivity in Text Templates
Reactive Components, recently incorporated into Salesforce Flow, now extend their reactivity to Text Templates in Salesforce’s Spring ’24 Feature Release. Text Templates displayed on a Screen will update in real-time as users interact with the Flow. This dynamic feature offers a responsive user experience, mainly when users populate primary fields, such as building an email draft in real-time.
4. Repeater Component for Screen Flows (Beta)
Simplifying data entry, the Repeater component in Screen Flows allows Flow Builders to capture repetitive data on a single screen. This eliminates the need for multi-page forms and provides a more user-friendly experience. For example, if you have multiple favorite foods, you can populate all options on one page before moving on.
5. AI Predictions from Data Cloud in Flow
Building on AI advancements in 2023, Salesforce’s Spring ’24 Feature Release integrates Data Cloud AI Predictions into Flow. Users with Data Cloud can leverage AI models within their Flows for better decision-making based on predictive insights. The Data Cloud category in the Flow Actions element enables seamless integration with AI models.
6. Enhancements in HTTP Callouts
Salesforce’s Spring ’24 Feature Release improves HTTP Callouts in Salesforce Flow, facilitating more effortless connectivity to external systems without coding. Notably, you can now pull a sample response from the endpoint to configure the HTTP callout automatically, simplifying the setup process and enhancing connectivity.
7. Unlimited Paused Flows
In Salesforce’s Spring ’24 Feature Release, Salesforce removed the per-org limit for the number of paused and waiting flow interviews. Users can now have unlimited paused Flows, providing greater flexibility in managing workflow instances without restrictions.
8. Auto-Save Improvements in Flows
Expanding on Winter ’24’s auto-save functionality, Salesforce’s Spring ’24 Feature Release extends this feature to all elements except Screens and Actions in Flow Builder. Users can skip required fields, and errors are now treated as warnings, making the flow-building experience smoother and more flexible.
9. Platform Event Run-As Enhancements
Salesforce’s Spring ’24 Feature Release introduces the option for Platform Events to be executed as the default workflow user. This allows actions to be attributed to the default user instead of the user triggering the Flow, offering greater customization in event execution.
10. User Interface Enhancements in General Flow
Spring ’24 brings minor changes to the Flow user interface, enhancing the organization of elements. The nested hierarchical grouping of compatible variables with user-friendly labels improves the accessibility of variables when configuring element properties, ensuring a cleaner and more streamlined experience.
To sum it up, the latest Salesforce Spring ’24 Feature release promises a more efficient and innovative experience within Salesforce Flow. These enhancements open up new possibilities for CRM automation and customization, empowering users to elevate their workflow capabilities.
For businesses looking to harness the full potential of Salesforce and implement these cutting-edge features seamlessly, partnering with a certified Salesforce consultant is key. Manras, a distinguished Salesforce consultant, stands ready to guide organizations through implementing these Spring ’24 features. With Manras’s expertise, businesses can optimize their Salesforce experience, ensuring a smooth transition and unlocking the full benefits of the latest enhancements.