What to Know about Salesforce Spring '24

Overview

As Practifi clients, your firm benefits from regular product upgrades. In addition to our own Practifi product releases, Salesforce has seasonal product releases you can also take advantage of. The Salesforce Spring '24 release, coming in February 2024, includes an assortment of new features for your Practifi instance. Read on to learn more about what’s new, what’s changed and what items might impact your organization.

• Spring '24 Release Benefits
• Potential Spring '24 Impact

Spring '24 Release Benefits

The Spring '24 Release introduces a number of enhancements:

• Define Rules to Filter Search Results Shown to End Users (Beta): Control what appears on the search results page, including the objects in the sidebar, which records are visible and what fields are searchable. This requires some setup but is easy to do with point-and-click tools.

• Reveal Actionable Data with Summary Filters in Lightning Reports (Beta): Now you can create reports for use cases such as “Show me every client who has had 3 or fewer calls logged in the past month“.

• Use the New Tab Layout Component for Smoother Performance on Your Aura Site: If you have a Practifi Portal, you can easily migrate from the old Tabs component to the new Tab Layout component in Experience Builder and enjoy faster tab performance.

• Create Multiple Instances of a Set of Fields with the New Repeater Component (Beta): If you’ve built any Flows that create multiple records in a single object, the Repeater component allows you to do this all from a single screen, significantly cutting down on clicks.

Potential Spring '24 Impact

Sometimes, Salesforce releases can affect existing behavior in Practifi organizations depending on how they've been configured and customized. There's one release item that might have an impact:

• Allow the New Setup Domain: If your firm’s IT team manages a domain allowlist, they’ll need to add a new domain for Salesforce’s Setup pages for you to continue to access them. This is to comply with Google’s Privacy Sandbox initiative, which will start to affect Chrome users in early 2024.