Are you ready to step up your admin game with some of the best features for our awesome admins from Salesforce Spring ‘24 Release? In this blog, we've got some game-changers Features – repeater component (beta), expanded flow progress saving, and enhanced flow visibility for email alerts. These updates completely transform data entry, increase the flexibility of flow construction, and provide flow relationships with a clear understanding.
1. Create Multiple Instances of a Set of Fields with the New Repeater Component (Beta):
Did you know that in Salesforce Spring ‘24 you can enhance user interactions in your Salesforce application with the new repeater components? Yes, you heard that right! These components are designed to level up your screen flow, providing smoother and more engaging experiences for your users.
The best part: it's currently in beta, It means you have the opportunity to experiment with this feature.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. It’s supported only in Lightning runtime for flows.
How: In Flow Builder, create a screen flow. Then, add a Screen element to the flow that includes a Repeater component. Add child components to the Repeater component. For example, to collect the first name, last name, date of birth, and relationship for a beneficiary on an insurance policy, add Text, Date, and Picklist components to a Repeater component.
After the screen element, you can seamlessly integrate a loop element to iterate and store the list of beneficiaries in a variable, which you can easily use elsewhere in the flow. This versatile feature allows you to leverage variables for different purposes, such as creating contact records for each beneficiary.
Save and run the flow.
2. Save the Progress of Your Flow as You Build:
Setting up flows in Salesforce Spring '24 is very easy. Now, you can save your work even if you haven't completed setting up certain parts, such as starting points in some flows or creating records in all flows. Instead of being blocked from saving, you'll get warnings about any incomplete sections. Plus we've improved the layout: when you're configuring an element, its properties window will open next to your flow, so you can keep an eye on everything as you work. No more windows blocking your view! And if you make a mistake, don't worry—you can undo individual changes using the Undo button. We've replaced the old Cancel button with this useful feature. So, go ahead and streamline your workflow with these new improvements!
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Unlimited, and Developer editions.
Why: With this update, Flow Builder is taking its first steps to support saving a draft of a flow at any point in the building process. You avoid losing work or having to resolve errors before saving. Field changes can be performed individually rather than in bulk.
How: In Flow Builder, open a Start, Create Records, Delete Records, Get Records, Update Records, or Pause element. Or edit an existing Subflow element. Reposition the flow by clicking and dragging the canvas. Also, see the element you’re working on in the context of the flow
To keep your changes, hide the window, and return to the canvas, click Close element panel To undo changes one at a time, click Undo changes.
Identify elements that haven’t been fully configured
Save your work before fully configuring Start elements in record-triggered flows and Create Records elements
Move from one updated element to another without completing the element’s configuration.
3. Identify Flows Containing Email Alert
In the latest Spring '24 release, administrators now have a powerful new feature: the ability to intuitively gain deep insight into flow usage and configuration. One notable addition is the introduction of a new category within Email Alert Setup, dedicated to presenting valuable information about the flow that uses email alerts.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: From Setup, in the Quick Find box, enter Email Alerts, and then select Email Alerts. Click the link for a specific email alert. If used in a flow, the Flows Using This Email Alert section is populated, including version, description, and object. You can also see if the flow is active.
This enhancement allows administrators to seamlessly identify which flows are associated with specific email alerts, facilitating an intuitive understanding of the system's workflow. This update streamlines administrative tasks and increases overall efficiency within the platform by providing clear visibility into flow usage and configuration.
4. Replace Workbench with Salesforce Developer Tools
Workbench (https://workbench.developerforce.com) is an open-source tool that allows you to interact with your organization. However, since Salesforce is not responsible for maintaining Workbench, we cannot troubleshoot usage issues or errors. We recommend using our optional and built-in tools like Code Builder, Salesforce CLI, and VS Code plugins.
Why: Salesforce cannot guarantee the future availability of Workbench to our developers. Get ready to use our other supported tools.
How: Check replacement tool options for current Workbench users
5. Make Callouts After Rolling Back DML and Releasing Savepoints
Restore all uncommitted DML files using a savepoint. Then use the new Database—releaseSavepoint method to explicitly release savepoints before making the desired call. Previously, breakpoints would throw an attention period exception after savepoints were created, regardless of whether there was unbound DML or changes were rolled back to the savepoint. We made this feature thanks to ideas from IdeaExchange.
Where: This change applies to all editions.
How: To allow callouts, roll back all savepoints and explicitly release them. In this example, the makeACallout() callout succeeds because the uncommitted DML is rolled back and the savepoint is released.
For administrators, Salesforce Spring ‘24 offers game-changing features such as email notifications, flexible flow progress recording, and better visibility into flow relationships with a dynamic iteration component. These updates are expected to change the way email alerts are managed, simplify workflow creation, and change data. Admins, get ready to enhance your Salesforce experience with these innovative new features. Book your Free 30-minute Consultation for Salesforce admin services & make your business process efficient.