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The Winter ’24 release is now available in sandbox! Take advantage of this opportunity to test these 5 features and easily bring value to your users. 

Dynamic Forms are now available on nearly all standard objects, and mobile!

Dynamic Forms are now available on hundreds of standard objects, in fact, all objects that support LWC (Lightning Web Components). Dynamic Forms offer you a simplified admin experience, sophisticated user interface, and improved page performance. Previously, you could only use Dynamic Forms on custom objects and a limited number of standard objects. 

Dynamic Forms will also be generally available on mobile starting with the Winter ’24 version. 

From the Salesforce mobile app configuration, enable the “Dynamic Forms on Mobile” option. 

Transfer Ownership of Dashboards

Here’s an idea that Trailblazers have been asking for!  

While this feature is still in beta, it’s a great step forward and shows that Salesforce is listening to the community! 

Facilitate dashboard maintenance by transferring ownership of the dashboard when responsibilities change or when the dashboard creator leaves your company. The new owner will have full control over the dashboard’s content. 

Preview Summary Formulas in the Report Builder

Get a quick glimpse of how a summary formula including the PARENTGROUPVAL or PREVGROUPVAL function will be used in your report. 

When you select grouping options in the enhanced summary formula builder, the preview image instantly updates to show how the formula applies to the report. This feature was previously available only in Salesforce Classic and is now available in Lightning Experience. 

Edit a report with the groupings you want to compare. In the summary formula builder, select the PARENTGROUPVAL or PREVGROUPVAL function. In the display area (1), configure how to apply the formula using the preview image as reference. Then, in the function panel (2), select the values of the group parameters to include. When you insert the function into the formula (3), the selected parameters are included. 

Mass Quick Actions Available on Related Lists

Harness the power of quick actions on related lists, now generally available, to help your users create and update related records with ease. Simplify data entry by configuring quick actions with predefined field values and action layouts that include only the most important fields. And add quick actions directly to related lists where users need them. Your users can create related records for list items without leaving the page. Or they can perform bulk updates on up to 100 related records at once. 

You can add quick actions to a related list in two ways. In this release, only the “Create a Record” and “Update a Record” quick actions are supported. 

To add quick actions from the Lightning App Builder, add or select the Dynamic Related List component – Single on the record page. In the properties panel, select “Show List View Action Bar” and then click “Add Action”. 

To add quick actions using the page layout editor, from the object management settings for the parent object, open the page layout. Double-click to open the related list properties, expand the “Buttons” section, and select the quick actions you want to add. Then, from the parent record page in the Lightning App Builder, set the related list type to “Enhanced List”. 

Now, the related list includes the quick actions you’ve added (1), and users can apply actions to the selected records (2). 

Leverage Powerful List Views for Leads and Contacts

Users can view contact or lead activities, act, and update records all in one place in the Intelligence View. Previously, the Contacts or Leads homepage provided only simple list views, forcing users to individually access records to act. 

The activity metrics are as follows: 

  • Total Contacts/Leads: The total number of contacts/leads that meet your filtering criteria. 
  • No Activity: Contacts/leads without completed activities. 
  • Inactive: Contacts/leads with past activities, but no completed activity in the last 30 days. 
  • No Next: Contacts/leads with recently completed activities but no future activities scheduled. 
  • Overdue: Contacts/leads with overdue activities. 
  • Today’s To-Do: Contacts/leads with activities to be done today. 
  • Upcoming: Contacts/leads with activities planned in the next 30 days. 

The Winter ’24 release will be available in production by early October.

See you on Tuesday, September 5th at 11:30 AM for a live demo of these features!