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02:46
Discover Winter '24 Flow Features with Diana Jaffe
13:10
What's New with User Access in Winter '24 with Larry Tung and Cheryl Feldman
25:15
Learn Lightning Experience Winter '24 Release Highlights with Julie Thompson
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Please welcome Admin
Marketing Senior Manager,
Salesforce, Ella Marks.
[APPLAUSE]
Welcome, awesome admins!
I'm ready to get started
with Release Readiness
Live.
Who's with me?
[APPLAUSE]
Now, it is no secret that
Release Readiness Live
is my favorite
session at Dreamforce.
And that's because we get
to show you cool product,
but then we get
to hear from you
and take your questions.
So I am super excited
to get started
with this session today.
But before we
do, I quickly
want to say
thank you to each
and every one of you.
Whether you're joining
us in the room today
or you're watching online
on Salesforce Plus,
thank you for spending
the time with us
to learn about the
release and for sharing
your feedback with us.
Every time you
ask a question
in Release Readiness
Live, True to the Core,
or vote on an idea
in the Idea Exchange,
your feedback is heard.
And you'll see a lot
of the innovation
that we show you
today came directly
from your feedback.
And we really,
really appreciate it.
Now, Release
Readiness Live
is all about
helping you get
started with the
winter '24 release.
So we've gone through
all of the latest
and greatest
features, and we
have Salesforce product
managers who are here
and ready to share
their highlights.
They'll share
their live demos
and their new features.
And then at the end,
we'll come back to you
for my favorite
part, the live Q&A.
So take note of
your questions.
And if you're
wondering, Ella,
how do I ask my questions
during Release Readiness
Live today, I have
an answer for you.
If you're in the room,
we will have mic runners
in both of the aisles.
Lisa and Mike will
be here to help
you ask your questions.
And if you're
tuning in online,
you can post directly in
the Salesforce Plus Chat
or use our brand new
hashtag SalesforceRRL
on X or the
Trailblazer Community.
We can't wait to see
what questions you have.
And make sure to share
your excitement with us
as well.
We have a lot of
topics to cover today.
And I can't think of
three more critical topics
for admins in the
winter '24 release.
We'll kick it off
by hearing our Flow
highlights.
Next, we'll move
to user access.
And finally, we'll
end with what's
new with Lightning
Experience.
It's going to be amazing.
And let's get right
into the demos.
We're going to kick it
off and hear about what's
new with flow
for all of you
Flow fanatics out there.
And to do that, please
give a warm Admin RRL
welcome to our senior
director of product
management, Diana Jaffe.
[APPLAUSE]
Thank you to Ella,
and hello, Dreamforce.
I am so excited to be back
here at Release Readiness
Live representing Flow.
But before I stand up
here and just take credit
for everything that
you're about to see,
I want to remind
you that I
am just one of an
incredible team
of product managers,
developers, writers,
and designers who
all work together
to bring you Flow each
and every release.
When I sat down to
think about what
the theme of this
version of Flow is,
one phrase came to
mind, "MOAR" power!
If every admin out
there is a little bit
of a mad scientist, then
this release of Flow
is one of those
comically large light
switches where sparks
fly when you pull it.
And that power starts
with screen flows.
Now, if you're a
die-hard viewer of RLL,
you've probably heard
us talk about screen
reactivity before.
But this is the
release where
we make it official.
Reactive screen flows
are out of beta,
and they are
generally available.
And there is a ton
of new features.
So let's take a look.
My lovely admin Sam
has created a flow
to allow her
reps to configure
service packages
and discounts
for their customers.
You'll notice
as she selects
different options,
the screen dynamically
changes based on what
she selects and shows
different options.
As she goes ahead and
configures the discount,
notice how the
screen changes,
using a combination
of both the slider
and the currency
input, and how
everything updates.
She can even
show her users
when there's too
high of a discount,
using a really
cool combination
of reactive formulas
and display text.
How cool is that?
[APPLAUSE]
Yeah!
But do you know what
is even more cool
is how she built this.
This flow was built using
entirely out-of-the-box
components and
entirely using clicks.
Do you know what
she would have
had to do in the past?
She would have
had to call up
a developer to build that
into a bespoke component.
And then that
logic would have
been hidden behind code.
Now, if the business
comes along and changes
their mind and that
discount threshold
different, that's
a one-click change
that Sam can make in
her flow all on her own.
How easy was that?
[APPLAUSE]
But just because we're
taking our GA victory lap
this release doesn't
mean that we're
done making screen
flows more reactive.
So if you've been a little
afraid of that beta tag,
now is the perfect
time to dive in and get
excited about what
we have coming next.
But I know admins
out there can also
use just a really quick
tip every now and then,
which is something that
you can go home and do
in your flows today.
If you just go in and
update your existing
screen flows to version
59, the latest version,
your screen flows
will start remembering
user-entered values.
So if they go back on the
screens and come back,
the values will
be remembered.
And this is no
default values,
no things use it
and some don't.
You just flip this switch,
and you're good to go.
So I think this is
a super-handy one
that you could
just take with you
and go home and do today.
And do you see what I mean
when I say "MOAR" power?
This release has not
only the mighty power
of reactive
screens, but also
the quiet, subtle power of
those little enhancements
that we're always doing
to make users happier.
But we're not done talking
about the power of Flow
because I think
there's even more
power behind the screens.
This release of Flow is
really the next, big step
in flow becoming the
automation glue that's
going to connect
all of your data
and all of your
systems together.
Let me show you
what I mean.
So we have here
a flow that's
triggering when a product
order gets created.
Now, our factory, that
we need to send this to,
uses an ERP system
that's different.
So Sam has created an
HTTP call out right
in Flow using clicks, not
code, to send information
to that ERP.
Because now in winter
'24, the POST method
is supported, she can
both send and receive
information freely.
The HTTP call out also
automatically creates
the custom data structure
that our ERP system needs
to ingest information
because that's
going to look a little
different from what
we have in Salesforce.
So what we need
to do now is
to transform that
data from Salesforce
into Flow, using our
all-new Transform
element.
Sam can use these
click-to-create visual
connectors to connect a
field on the triggering
record to the fields
in that custom data
structure, and Salesforce
handles the rest.
So what's left to do?
Debug and test, of course.
When Sam goes
to debug, she's
able to see that
everything here
is working just fine.
But she can also dig
in on our Debug panel
and see all of that
complex data structure
so she can go in and
figure out exactly what's
happening to her data.
Now, I think this
is a simple example,
but it really
starts to show
the power of both
Transform and HTTP call
outs.
But there is a ton
more to explore.
Transform is
currently in beta,
so this is a
great opportunity
to give it a
whirl and give us
feedback to let us
know what you think
and what else it needs.
Now, what have
I been saying?
Flow has "MOAR" errors
than ever before.
Wait a minute, something's
wrong with my slide.
Well, at least
this slide tells me
exactly how I can fix it
rather than telling me
that here's a 21-digit
exception code that I can
go contact my Salesforce
administrator for and let
them know to look it up
in my SOAP API developer
guide.
[APPLAUSE]
Would you guys
like it if Flow
could do that instead?
Well, now it can.
Flow custom error
messages are
available for
record-triggered flows
in this release.
This lets you give your
user a specific error,
letting them know
exactly why they're not
able to do a
record change.
So there are
"MOAR" errors,
but it is on purpose.
Now, I want to talk a
little about the admin
community with this one.
This idea was filed
on the Idea Exchange
18 months ago.
And by the time
we shipped,
it had almost 19,000
Idea Exchange points,
making it the
fastest-growing idea
in all of automation.
We heard you
admins, and that's
why this is here today.
[APPLAUSE]
In fact, one
of, I would say,
our most vocal admins
on this particular topic
sent me his real-life
flow that he had that he
needed this feature for.
So this is a flow that
checks if an opportunity
product line item is
being deleted when
the associated
opportunity has already
been closed as one.
And this is the
error message
that you receive today.
He couldn't use
validation rules
because they don't
trigger on delete.
And he didn't have an Apex
developer to implement
addError for him.
Sam, why don't we show him
what we can do instead?
So here we have a
record-triggered flow
that triggers on the
opportunity product,
and it uses
entry conditions
to check if the
parent opportunity
status is closed as one.
It's just a few
clicks for Sam
to go in and configure
a custom error message.
And she's able to
include details,
like the name of that
parent opportunity,
in the message.
It's activated
and ready to go.
So when Sam goes back
to the opportunity
and tries to
delete her project,
she gets a beautiful,
understandable, error
message instead.
[APPLAUSE]
This means that this
really benefits all of us
because it means
that Salesforce
doesn't look broken.
And it doesn't look
like the admin screwed
something up.
We know it was on purpose.
Hallelujah!
[APPLAUSE]
So I've stood up
here today a lot
to talk about the
power of Flow.
But I think all of
us on the Flow team
recognize that the
real power of Flow
comes from all of you.
We can release a feature,
like custom errors
or reactive
components, and no user
gets any benefit from
it unless an admin
thoughtfully implements
it for their use case.
So thank you so much
for all that you do.
Keep all that vigorous
feedback coming.
And happy automating
in winter '24.
Ella, who's up next?
[APPLAUSE]
We need another
round of applause
for Sam and Diana.
Let's give it up.
[APPLAUSE]
That was just amazing.
And it really
makes my heart warm
thinking about how
the power of Flow
and the power
of Salesforce
is all of you
awesome admins.
But you know what else
makes my heart happy?
When you answer and ask
questions during Release
Readiness Live.
So if you haven't
thought of your question
yet, if you're sitting
in the audience,
we have a lot more product
to go through today.
So pull out a note
on your phone,
write your question
down, and make sure
that you can ask it
when we get to our Q&A.
And if you're
watching online,
put it right in the chat.
And we can't wait to
get started after we
get through our demos.
Now, the next
topic that we're
going to cover today is
an awesome admin favorite
on Release Readiness Live.
Now, we have so much
user access content today
to cover that
there's not one,
but two amazing Salesforce
product managers
who are going to show
us the highlights.
Let's kick it off
and give a warm
welcome to our
first product
manager covering
user access, Director
of Product Management
Larry Tung.
[APPLAUSE]
Thank you, Ella.
As a product manager
covering record access,
sharing, and
much more, I'm
excited about
all the features
that are coming
with User Access.
And we've split
this into two parts.
I'll cover performance
and troubleshooting.
And Cheryl will cover
reporting and admin
experiences.
Let's start with
performance.
One administrator told
me that after creating
a criteria-based sharing
rule on an account,
it took Salesforce 15
minutes to grant access.
Understood that his
org was probably
one of the biggest
orgs at Salesforce,
but we could do better.
And after he turned on
faster account sharing
recalculation for
case and contact,
it only took
three minutes.
But we can even do better.
And now we have
faster account sharing
recalculation for
opportunity in a release
update.
Performance
improvements, they'll
vary depending on your
org configuration.
But we want all
customers to benefit,
and that's why if
you take no action
with the release
updates, we
will gradually enable this
in production for you.
Now, let's move on
to troubleshooting.
And we have insufficient
access logs.
They're now available
for event monitoring
customers.
Wait, event monitoring?
What if I don't have that?
Well, we hear you.
We understand that this
is not an easy thing,
troubleshooting
insufficient access.
And we see the two ideas--
25,000 points.
There's insufficient
privileges.
Tell me more.
And invalid cross
reference ID.
More details, please.
And so we want to
partner with you on this.
There is a QR code,
along with a short link.
And we want to
hear your feedback.
That form will
also mention
some of the changes
we're making with winter
'24 from a sharing
perspective.
But we really want
to partner with you
to make troubleshooting
much better.
So let's stay on this
topic of event monitoring
and event logs.
For whatever
reasons, whether it's
security or some
troubleshooting,
you sometimes need, what
are those users who've
been added or removed
from certain public groups
and queues?
And you can now see all
of that in the event logs.
I want to also go
back to a year ago.
And you came to
Release Readiness Live
at Dreamforce,
and you told us
that permission
set groups,
they get into a failed
status too often.
And what we noticed was
that, 70% of the time,
the issues were on us.
And so we went back, and
we took that feedback,
and we fixed
our framework.
The other 30%?
Those were due
to configurations
that we don't want
your org to get into.
And now we've provided
clear instructions
on what to do on the
permission set group.
And then, sometimes,
it's due to either an app
install or update or
perhaps a deployment.
And what we have
added is a button
on the permission
set group,
so that you can
recalculate the access.
Now, I want to take a look
at some of these features
in a demo.
So I'm going to be at
a public groups page.
And earlier last
month, I had
to make some sharing
rule changes,
added and removed
some users
from a public group.
And similarly, the
business told me, hey,
you got to make
some changes to some
of the queue membership.
So I've done all of that,
but as awesome admins,
I understand there's
so much going on.
Sometimes it's hard
to even remember
what happened last week.
And so now you can
go into the event log
file browser and look
at the event type,
pick group membership,
and from there, you
can see all the
users who've
been added and removed.
And so we pre-downloaded
a CSV file,
and here, you can
see the full list
of all the users who
we added and removed
from public
groups and queues.
I think that's
pretty neat.
Yeah.
[APPLAUSE]
Now, going back to the
permission set group,
man, I didn't expect it
to move into a failed
status.
And I see the
recalculate button,
but I didn't install
or update an app,
and I haven't
done a deployment.
But here, in this case,
there's a message.
And it's telling
me that, earlier, I
had added a
permission set,
and this permission
set has managed users.
And the permission
set group
that we're looking at
it has an expiration--
I mean, an assignment
that's set to expire.
So what do we do?
Well, based on
the error message,
we know there's
two options.
And one option
is we can simply
remove the permission
set that we had
added prior to this demo.
So let's do that.
So we'll go to the
specific permission set
that has managed users.
We're going to
remove that.
And then when we go back
to the permission set
group, we'll be able
to see the status
move from failed
back to updated.
And that way,
now, all of what
to do if the permission
set group moves to
failed.
And there you have it.
It's now back to updated.
So now--
[APPLAUSE]
Now I want to
turn this over
to Cheryl to talk more
about user access.
[APPLAUSE]
Awesome admins!
[CHEERING]
Aren't you excited for
everything user access?
Yeah.
Now, I'm going to cover
the reporting as well
as the admin enhancements
that we've done
for the winter release.
So the first area I
want to talk about
in reporting is the
new report types.
The first report type we
released for permission
set assignment actually
retires the number five
idea on the idea exchange.
[APPLAUSE]
This allows you to report
not only on permission
set assignment,
but permission
set group assignment.
In addition,
you're also now
able to report on
public group and queue
membership as well
as account shares.
[APPLAUSE]
Sorry, the side
wasn't switching.
Now, I want to
talk a little bit
about the improved
experience on permission
sets and permission
set groups.
At Release Readiness Live,
for the last release,
one of you asked me why
I hadn't prioritized
having some sort
of summary review
on permission sets.
And I said, the idea only
had like 1,700 points,
so I hadn't
prioritized it yet.
I shared the idea.
By the end of that week,
it had 10,000 points,
and now it has 16,000.
So I said, we
need to rearrange
our roadmap a little bit.
And I'm excited
to announce
that, in the
winter release,
you now have the
ability to see a summary
view on both permission
sets and permission set
groups that show you
just what's enabled.
[APPLAUSE]
In addition to
that, we also
will now show
you the API name
for both objects and
fields on permission
sets.
So if you have
objects with similar
or the same names coming
from different packages,
you can differentiate
them easily.
[APPLAUSE]
Now, awesome admins, I
have a surprise for you.
[CHEER]
When you come back
from Dreamforce
in your winter
'24 orgs, you
will have the
ability to select all
on field level security
on permission sets.
[APPLAUSE]
Can we all thank--
Chidambaram's
actually the engineer
that worked on it.
Can we give him
round of applause?
[APPLAUSE]
Thank you.
Now, let's get
into the demos.
So first, we're going
to start and set up
with report types.
And we have gone ahead and
created some report types
that we're going to
use in this demo.
So let's head over
to the reports tab.
And let's look at the perm
set assignments report.
And let's open
up the filters.
And so what we're
filtering on here
is users that have
not logged in,
in the last 90 days on a
specific permission set.
So you can see
users who are
assigned to
permission sets who
haven't logged in.
This was actually
the exact request
in the idea that
was created.
I also want to add that,
for all of the report
types that we released,
you can include any field
from the user record.
Now, let's head
back into reports
and go to the user
access report.
Now, what I've gone
ahead and done here
is create a joined report.
And we're looking at a
block for permission set
assignments, a block for
permission set license
assignments,
and then a block
for group membership.
And so you can actually
report on your user
access across the board.
I would have loved this
when I was a customer.
And I'm so excited to see
all the reports that you
all are going to create.
Tag me on the
trailblazer community.
Now, let's get into the
experience improvements
for admins, and let's
go over to our account
access permission set.
Now, the first
thing I want
to mention, in
addition, we've also
added a count
here, so you can
see if this permission set
is used in any permission
set groups.
[APPLAUSE]
Thank you.
Now, we're going to
go ahead and click
on the View Summary.
And I've been
getting a lot
of calls from
my users today
telling me that
they couldn't see
any fields on accounts.
So I just want
to quickly see
what fields are enabled.
So let's scroll down to
the field permissions.
Oh, there's no field
level security enabled.
That would have
taken me at least
five or six clicks to
figure out previously.
So let's go ahead
and enable that.
Let's go back into
the permission set
and click on Accounts
and click Edit.
And let's scroll down to
the field level security
section, and let's
use our Select All.
[APPLAUSE]
And we're going to make
a wide permission set
that we can use in many
permission set groups.
Now, let's go ahead and
click on the Summary
again and scroll down
to field level security.
And now you see
everything is there.
[APPLAUSE]
I can't wait for
you all to try this.
Give us feedback.
Now, let's talk
about everybody's
favorite topic, roadmap.
[CHEER]
So here is some
of the things
that we're planning.
Here's a recap
of everything
we delivered in winter
'24 across user access.
There's even more
coming in spring
and then even more
in summer and beyond.
If you want a deep
dive into our roadmap,
future of user management
at 2:30 today, and back
to you, Ella.
[APPLAUSE]
Thank you so much, Cheryl,
Larry, and Chidambaram.
That was amazing.
I love seeing all of those
idea exchange points.
I don't know if
anybody else was trying
to do the math,
but I think
they talked about over
100,000 points retired
there.
That is pretty amazing.
So give them
around of applause.
And also if anyone
in this room
voted on any
of those ideas,
I think you deserve
round of applause too.
So give it up
for yourselves.
[APPLAUSE]
Again, we really, really
appreciate your feedback,
and you see that all
throughout this session.
Now, last but
certainly not least, we
are going to dive into
another amazing topic
for Salesforce admins,
lightning experience.
And to bring
us home, please
give a warm welcome
to senior director
of product management,
Julie Thompson.
[APPLAUSE]
Thanks, Ella.
I am so excited to be
here today at Admin RRL.
I can't tell you enough.
I am thrilled to get
to talk about lightning
experience and all of
the great features we
have in winter '24.
Before I dive
into what's new,
I want to recap
Dynamic Forms
and why we built it.
We wanted to give you
the tools you needed
to configure record pages
right within Lightning
App Builder, and be
able to manage all
of your fields
right there,
and no longer have to
rely on page layouts.
We also wanted to
give you the ability
to create tailored
experiences,
so that you could
show and hide
fields on appropriate
actions for your users.
And we also gave
you something
that performs a
little better,
because it leverages
progressive page
rendering.
Now, we have been
on quite the journey
with Dynamic Forms.
We introduced it in winter
'21 for custom objects.
And then last
year, we finally
started to bring it
to standard objects,
bringing you account
contact and opportunity.
In the spring, we followed
with case and lead.
And then in the
summer, we just
had a open beta
for mobile.
I am thrilled to stand
here on stage today
and tell you that,
with winter '24,
Dynamic Forms
is now supported
on almost all standard
objects for desktop
and mobile.
[APPLAUSE]
Yeah.
Yeah.
It's about time.
Right?
Well, yes, we are on both.
And we are retiring 22,000
idea exchange points just
for the mobile delivery.
And yes, you heard me say,
most standard objects.
I didn't say, all.
We're not there yet.
We are on all LWC
enabled objects,
and you'll find a link
to that in our release
notes.
It's the second link
on the release note
that'll give you the full
list of all the objects.
Now, I know you're
all going to ask,
which objects
aren't supported?
So I'll call
out a few here
that we're still
working on.
We aren't on
campaigns yet.
We aren't on product yet,
and we aren't on tasks
yet.
I know.
I know.
But we're working on it.
And we are on over
1,000 objects now.
So again, please keep
the idea exchange
points coming.
Vote for the objects
that you still
want to see it on.
It helps us leverage
other teams in Salesforce
to get this done.
Now, let's jump
into a demo.
So we are going
to start our demo,
and we're really going
to talk about how we
can optimize for mobile.
So let's head
over to Setup,
and we're going
to show how
we turn on for the
Salesforce mobile app.
So we're in
Setup, and we're
going to go ahead and
toggle on Dynamic Forms
right there.
So that will
enable you to turn
on Dynamic Forms for your
mobile apps for your org.
So now let's get started.
We're going to look at the
asset object, which now
supports Dynamic
Forms, and we're
going to look
at how we can
optimize this page for our
mobile user specifically.
So we've got a
great asset record.
It's got lots
of information,
but some of it isn't as
relevant for our users
in the field.
So we're going
to start this
by upgrading from our page
layout to Dynamic Forms.
And we're going
to go through that
wizard that we've got
now on all the objects.
We pick the starting
point that we
want to start from,
from the page layout,
and then we get an exact
replica of the page
layout, of all the
sections, all the fields.
From there, we
can customize.
We could add more
fields to the page.
We could remove
fields from the page.
We can add and
move stuff to tabs.
But again, we're
going to just focus
on how we optimize
for mobile today
in our short little
demo that we've got.
So we've got a service
information section here
on this asset object.
And imagine that we only
have sales teams using
our mobile app.
So they don't need the
service information
section.
So now, we can
take advantage
of the visibility
rule per device.
And we can say
that only show
this section for desktop.
So let's go ahead
and save that page
and go back and
see what this
looks like now, first
for our desktop users.
So now they've got a
great asset record.
They can see all of
their information.
Looks great.
Now, let's swivel
over to mobile and see
this same experience
for our mobile user.
Now, as we look at
their experience,
we're going to see,
it's streamlined.
We don't have
that extra section
on service information.
So this gives you
an idea of some
of the power you can
take advantage of now
on delivering dynamic
mobile experiences
for your users
using Dynamic Forms.
And that's the power
of Dynamic Forms
on mobile and desktop
for standard objects.
[APPLAUSE]
Yeah.
All right.
The next thing I want
to talk about that's
coming in winter
'24 is Quick Actions
on Related Lists.
And I am really excited
we're delivering this,
because you all
voted for it.
In September 2022,
you voted this
as the top item
for platform
for prioritization.
And we heard you.
So we started
working on it.
And we are retiring 39,000
idea exchange points
with that.
And now you can
create custom
and update Quick
Actions on Related Lists
and dynamic related
lists as well.
[APPLAUSE]
Yeah.
The next thing I want
to talk about you
also voted on for
prioritization, which is
to make Lightning faster.
In fact, in January
2023, you voted,
and this was
overwhelmingly
the top choice of what you
wanted to see us work on.
Well, the answer
is we can't
make Lightning faster
in a single release,
but we are making
Lightning faster
in every release
and working
really hard behind the
scenes to try to do that.
I want to cover a little
bit about how we approach
making Lightning faster.
There's really four
aspects that we focus on.
We focus first on how we
can increase concurrency
or get more things to
happen at the same time.
Then we look at how we
can also reduce our code
footprint, so it gets down
to the browsers faster.
Then we also look at
how we can optimize
components and
layouts and how
we can prioritize
critical data,
so that it comes
down first.
So in winter '24, a couple
of things that we've
been doing behind
the scenes,
in the get less
code faster,
we actually removed code
for Internet Explorer 11,
because we deprecated
that browser.
So that means less
code, now again,
going down to the
browser, and your pages
are loading just a
little bit faster.
In optimizing
components and layouts,
we've been working
behind the scenes
to convert objects and
components from Aura
to LWC, again,
getting performance
gains along the way.
And in the prioritizing
critical data sooner,
we've changed the
way platform actions
metadata loads
in winter '24,
so that it only loads
when the user clicks
on the action.
So again, we're getting
the most important data
down first.
And you can
learn a lot more
about what we're doing
and how we're continuing
to evolve here on
improving Lightning
performance.
There's a blog post
we released last week
on the developer blog,
developer.salesforce.com
blogs.
And you can read
all about how
we're going and
continuing this work all
through next year as well.
Now, I got one
more thing I
get to talk about,
which I don't usually
get to talk about at RRL,
because it's a pilot.
For those of you who
saw it in the keynote,
Prompt Builder is coming
to Lightning experience,
and it is going to allow
you to build AI prompts
right within Salesforce.
And you can ground those
prompts in real CRM data
and its pilot next month.
So if you're
excited about it
and want to play with
it, contact your AEs.
This will GA
in the spring.
And with it, there'll
be two use cases
that are available to
you out of the box.
The first is a sales
email generation.
So you can write
a prompt to have
the AI create a sales
email to help drive
conversion.
And you can ground
that email in real data
from your CRM.
Field generation
will allow
you to take a
prompt to have
AI complete an
individual record field.
It's great for
writing summaries
or descriptions.
And again, you can pull
in data from other records
right into that
field in the prompt.
It's really
powerful stuff.
If you haven't
seen it in action,
do go check out a
demo at the booths
here at Dreamforce.
And then again,
both of these
will be available
as part of the pilot
and will be available
when we GA in the spring.
And when we GA
in the spring,
expect to see Prompt
Builder interacting
with other features
in the C360.
And that's it for
me for winter '24
for Lightning experience.
I'm going to hand
it back to Ella.
[APPLAUSE]
Thank you, Julie.
That was amazing,
and now we're
going to get started
for my favorite part
of the session, our Q&A.
So Julie, come up here
with me for a second.
We're going to look at
all 186,000 idea exchange
points that we just saw
throughout this session.
That is amazing.
And while we're getting
set up here, just
a quick reminder, we have
a lot of ways for you
to ask your questions.
So if you're online,
you can post directly
in the Salesforce+ chat
or in the trailblazer
community.
We also, if you're
in the room,
Mike and Lisa are
standing right here.
They have microphones.
So please come up to them
if you have questions.
All right.
So we are
getting set here.
I know we've seen
a lot of questions
and excitement coming in
so far, so we can't wait
to get to our Q&A. But
before we get our product
managers up here
again, I want
to introduce someone
else who's here on stage.
We have the amazing
Jennifer Lee, lead admin
evangelist.
[APPLAUSE]
Straight from the admin
keynote yesterday,
where she did
an amazing job,
and Jen is
going to be here
to help us
answer questions
from our online audience.
Awesome.
Thank you, Jen.
Well, let's bring out
the rest of our product
managers, and we'll take
a seat and get started.
All right.
I'm going to get
settled here.
And while we do,
Jen, tell us,
what's going on online?
Well, the online
community is lit,
and Squire is very
excited about flow,
and he's actually
in the audience.
That's cool.
[INAUDIBLE] my phone.
Everyone's excited about
the error messages, HTTP.
People are also
excited for Cheryl,
for listening to
us admins out there
and getting stuff done.
So that's awesome.
Thank you, Jen.
Well, let's take
our first question
from that online audience.
Is there one from
Salesforce+ that came in?
Yes.
So question for Diana.
Can we change field names
and transform element?
My vendor might be
using different names
in the payload.
Yes.
So that's a
great question,
and actually,
an opportunity
to talk about a
feature in transform
that we didn't have
time to demo, which
is that transform supports
formulas in the middle.
So if you need to
truncate a field
or put two
fields together,
things like
that, that's all
available via transform.
So yeah.
You can just use the
Salesforce formula right
in the middle of that
transform to do that.
Thank you.
Thanks, Diana.
Now, it looks like we
have a few folks lined up
in the room.
Let's start with a
question from the room.
Lisa, over to you.
Thanks, Ella.
I'm here with [? Sar. ?]
We go way back.
He has a question
about the custom error
messages.
Hi.
First of all,
I want to say
I'm very excited about the
insufficient privilege ID
that you're
going to solve,
because I created
it back in 2007.
[LAUGHTER]
[APPLAUSE]
So I invite everyone to
go home or open your iPads
and vote for it,
because yeah, it's
a great one, by the way.
Yeah.
Thank you.
So my question is
regarding the error
messager.
Can we customize and
add graphics or color
and make it red or--
not just the text--
is it possible?
I don't believe so.
No.
I don't believe the
framework supports that.
So you might be able to
get an emoji in there.
I haven't tried it, but
now I kind of want to.
I'm not sure.
I don't believe you
can customize color
as of yet.
No.
Thank you.
Great.
Thanks.
Thank you, Lisa, and
thank you, Diana.
Mike, over to you
with our next question
in the room.
Yeah.
I'm with [? Sivali, ?]
and she's like me.
We didn't party with the
Foo Fighters last night,
so we still have a voice.
She has a
question for Larry
about event monitoring.
So you did mention
about the event log.
Do we know how back
can we go back, go
and see which
users were added
to the public group?
So event monitoring
covers 30 days.
And so there's
no difference
with this log type
than the rest of them.
It'd be nice to
go back and see--
it would be nice to see if
we can audit for at least
six months or one year.
Thank you for
your feedback.
Sounds like we need maybe
an idea exchange idea
there.
And you have a whole--
Stump dump!
Yeah!
One point for Mike.
East that, Lisa.
[LAUGHTER]
This is the hard
question line.
OK.
Before we get too into our
competition in the room
here, Jen, let's go
back to a question
from the folks
tuning in online.
Sure.
We have a question from
Salesforce+ from Jonathan
for Julie.
Will Dynamic Forms support
more than one filter?
I'm going to hand that off
to Elizabeth Martin, who
is the PM for
Dynamic Forms.
Yay.
Right.
Oop.
Is it on?
There we go.
Dynamic Forms should
support more than one
filter today.
I've created
a lot of demos
with more than one filter.
So if there is any
issue with that,
please reach out
to us and let us
know and we can
look into it
Thank you, Elizabeth.
And let's go to our next
question in the room.
Lisa, over to you.
Thank you.
I am with Elisa, and we
have another question
about Dynamic Forms.
Yes.
I wanted to see if there's
any space optimization
coming for Dynamic Forms.
[CHEER]
[LAUGHTER]
Tell me a little
bit more about that,
because I know we
have compact, comfy.
What else are you
looking for there?
I think, today, the
label and the value
are on different lines.
So it takes up a
little more space
than a standard record
detail component.
Got it.
Yeah.
That is something
that we're starting
to think about now.
We don't have any
targeted releases yet.
But if anyone attended
the True to the Core
session earlier, this
was something that
came up there as well.
And so we're starting to
think about how we build
that into the roadmap.
Great.
Thank you.
Thank you for
your question,
and thank you,
Elizabeth, again.
Mike, let's go over to
you with our next question
in the room.
So this is the hard
question for Larry line.
[LAUGHTER]
The other two
people are just
figuring that
out right now.
This is my buddy Squire
from the Midwest.
[CHEERING]
Yeah.
He has a question
for Larry.
Before I give you
that question, Larry,
I do want to just do
a little shout out
for the architect
ambassadors
and the well-architected
framework,
the flowability to
use HTTP call outs
and transform.
That's a power that is,
I don't think admins have
had yet, and I'm going
to ask that everyone who
can't wait to use
that, like myself, take
a minute to review some
of those white papers that
are over there and help
with decision guides
and really be thoughtful
about that unlimited
cosmic power you're
being granted.
So anyway--
[LAUGHTER]
My question might be a
little bit more soft.
Larry, I'm just
wondering, any time I
hear somebody
recalculating anything
in production,
specifically
about permission
set groups,
I'd really like to
know what's happening
under the covers.
Are we going to have any
issues with deployments
or the metadata changes?
Like what is happening
that it's frozen
and recalculating?
And what do I have
to worry about?
I could actually
take that.
So what we actually have
that we haven't opened up
to all of you yet, because
we need to build a UI,
is we've actually built
a history of everything
that's happening with
the recalculation
for the permission
set groups.
You'll see that on the
permission set groups
in the next
release or two.
I don't know exactly
when yet, but it's there.
And so you'll
be able to see
all the different
calculations that
are happening.
But I would love
to chat with you,
either after
this or reach out
to me in the
trailblazer community.
And so we can
set up some time,
because I'd love to
show you what we have
and get your
feedback on it.
I'd love to.
Yeah.
Thank you, Squire,
and thank you, Cheryl.
Jen, let's go back to
you for a question from
Salesforce+.
Sure.
This next question is
from Evan for Diana.
When will we be able to
traverse relationships
when specifying filters
in the get records element
within flow?
Anyone else want that?
[LAUGHTER]
Vote for it on
the idea exchange.
That is definitely
something
that we want to do.
That's one of those.
There is a long
list of things
like that we
would really like
to do, especially
around conditions, both
in get records,
and ideally,
also in entry conditions
on record triggered
flows.
So we usually try to do it
everywhere update records
as well, when we make
a change like that.
So that is on my
wish list too,
but no firm dates
on that and would
love to hear more
community support to help
us get it prioritized.
Thank you, Diana.
Yeah, idea exchange, idea
exchange, idea exchange,
I think is what we're
hearing in this session.
Lisa, you have quite a
line forming behind you.
So maybe we should
go over to you next.
Would you say that my
line is longer than
Mike's line?
I think, I would say so.
Just a little bit.
So I'm with my
friend Monica,
and she's feeling
a little nervous
to ask her question.
And I'm wondering
if we can
get a little
encouragement for her
to ask her question.
[APPLAUSE]
Hey.
I have a question
for flows.
In screen flows,
you have said,
like we can go from one
screen to other screen
and the data will be saved
in the previous screen.
But I wanted to
know, does it
work for the
lookup fields also?
Because I have put in
a point for the idea
exchange, because it was
not working for lookup.
So just wanted
to know that.
I'm going to point you
to Sam Reynard, Sam
for screen flows.
Hello.
That is exactly
what Diana's hot tip
in the presentation
was all about.
So before this
release, there
were some fields that
remembered their values
when you came
back to them.
This is, I resume
the screen,
there was an
error on next,
and it reloads
all the values
or on previous and next.
When you upgrade
your screen flow
to API version 59--
so go to the advanced
settings of your flow
details and change
the picklist
to 59 or higher--
every component will
remember their values.
This is lookup.
This is data table.
This is custom components.
It is--
[APPLAUSE]
Yes, the most important
quality of life thing
we've done for screen
flows for a minute.
Thank you.
Thank you, Sam.
Mike, over to you next for
a question in the room.
Hey.
So this is the
Midwest line.
We've had Wisconsin
with cheese curds.
Y'all are hungry now.
This is Jackie
from Kansas City.
I like a spicy barbecue.
Spicy barbecue?
Sweet barbecue.
Sweet barbecue?
It's fine.
It goes good with
cheese curds.
It's also why my
line's shorter.
[LAUGHTER]
We're all hungry
over here.
She actually
has a question
I would ask if I
was still an admin.
Hi.
So I am one of eight
admins on my team,
and yet, we
still can't get
through all of the
critical updates
and the release updates
that are in that setup
area, kind of like what
you showed on the faster
recalculation.
So we have a lot
of fear, sometimes,
enabling those to make
sure it's all tested
and how we can do
those testings.
Do you have any
like tips on how
to manage those and make
sure that we're including
those in some of
our organization,
like maintenance?
Right now, we're making
cases for each singular
one and then
trying to do them.
But mostly I'm doing them.
So I want to make
sure, like, how can I
get some of my team to get
interested in doing some
of those as well,
to make sure we
can share that load?
So some of you
may not know
is I also own the
release update framework.
So I recognize that
there is so much.
When I see that little
like head exploding
lollipop emoji,
that's what
I think of when we
release so many things
that admins have
to enable and do.
We're looking
at how we can
make this simpler for you,
and not just with release
updates, for everything.
I don't have a great
answer for you today.
But what I
would love to do
is to set up some
time with you, maybe
post-Dreamforce, to
talk to you about some
of the visions
there, where
we're thinking of going
with that product.
Because it hasn't really
had any love since it
was released
several years ago.
It's been very much
in maintenance mode.
And I recognize that it
is a lot to be an admin.
I was an admin
for a long time,
and there's so much for
you to do every day.
And we just keep adding
to it every release.
So we're going to try
to lessen the burden,
instead of increase it.
But I don't have any
great tips for you,
other than keep doing
what you're doing.
But we hear you,
and we recognize
how much work you do
have to do every day.
[INAUDIBLE]
Thank you so much,
and thank you, Cheryl.
For our next question,
let's go back
to our online audience.
Jen, over to you.
Sure.
The next question is
from Elizabeth, directed
to Julie or Elizabeth.
With the Lightning App
Builder for record pages,
is the idea to retire
page layouts further
in the future?
I'll take that one.
So no.
We're not trying to
retire page layouts.
We know you all depend
on page layouts.
A lot of you are
still using--
have classic users.
So page layouts, our
strategy isn't-- it's not
going to go away.
We're trying to just make
things easier for you
and make it so
that you have
the right tools for
the right situations
that you need.
But I don't know.
I mean, I think it would
take us like 20 years
before we would try to
end of life page layouts,
if we ever did.
So they're not
going anywhere.
They'll be here for
as long as I'm here.
[LAUGHTER]
Thank you, Julie, for
a little bit of comfort
there.
All right.
We have more
questions in the room.
So Lisa, back over to you.
We do.
And I want to point
out, this line
is not just for people in
the Midwest or anywhere.
This is a line
for everybody.
Everybody is welcome
in this line.
Come on up.
This is the friendly line.
We are inclusive
to everybody.
I am with the one and
only Andrew Russo.
And he has a question
for Cheryl about setup.
No, I'm holding it.
OK.
So we have a lot of
custom managed packages
in our org from different
AppExchange apps,
as well as we have
standard permission
sets, which it looks like
a lot of product teams
are implementing
into releasing.
And the release is
when they add features,
rather than making us make
our own permission sets.
That's great, but when
I create a custom field
on something like
a contact, now
I either have to clone
their standard one
that they have, that has
the contact permissions,
and assign that.
And then when they add
a new standard field,
I have to either add
that to my custom one
or assign both and forget.
It's kind of a hot mess.
Same thing happens
with managed packages.
It's just like it doesn't
work for scalability,
and it creates
technical debt.
Can we get something
to fix that experience?
I think this is a
really good call out
and something that--
I know I saw the idea you
put on the idea exchange
for this.
So definitely, if
a lot of you agree,
go vote on the idea that
Andrew put out there.
But this is something
that I've actually
been talking with
my team about,
both from the managed
permission sets, as well
as the standard
permission sets,
and how we can make
this easier for admins.
Because every time we talk
to admins like yourself
who are using a
lot of packages
or trying to use some
of the out of the box
solutions, it ends up
being more work for you.
Because you end up
having to create
another permission set to
manage the custom fields
or tabs or other
objects you're
adding to
whatever solution
you're either buying
from the AppExchange
or using from us.
I don't have a this
is exactly what we're
going to do when yet.
But it is something
I've been talking
about with my team.
We know it's something
we need to solve.
What I'll do is I'll
follow up with you
post-Dreamforce, and we
can walk through some
of the ideas.
Because we have two
ideas that we've
been kind of
ideating on that I'd
love to run by
you and anybody
else that's
struggling with this
on how we could
potentially
fix this in the future.
But I don't know
exactly when that would
come on the roadmap yet.
Thank you, Cheryl,
and thank you, Andrew.
And I think we have
time for about two
more questions.
So don't worry.
If you're still
in line, I will
let you know how you
can ask your questions
and get them answered
after this session.
Mike, over to you.
So thanks, Ella.
This is Release
Readiness Live.
So I'm here to announce
an update, Mike [? Stan ?]
2.0.
I heard your
feedback, Lisa.
We are expanding
west now with Brett.
Look at that.
He's from
Denver, Colorado.
He has a question
from Diana.
Hey.
Thanks, Mike.
Thanks, Diana.
So my question
is about flow,
as you might expect.
We're big flownatics
over at OpenTable,
and we deploy a lot of
flows, a lot of versions.
We have a best
practice to always keep
the description
of the flow
updated with whatever kind
of new business process
or whatever you've
changed about it.
But I would love to know
if you have anything
on the roadmap related
to a more formalized log,
kind of detailing out
what changes happened
between different
flow versions.
[APPLAUSE]
Oh.
Lot of applause for
that question, Lisa.
Yeah.
It's great.
And I see some flow
PMs in the audience
also applauding for that.
There's nothing
super imminent,
but this is something
that we discuss a lot
and we talk about.
I would say, we have
sort of a coalition
around flow management,
maintenance,
kind of that whole
long term life
cycle of the flow, rather
than just when you're
building it for
the first time.
So that's definitely
one of the things
on that wish list,
but there's several.
So stay tuned,
because I think
we're starting to
talk more about that.
That's been a
chatter, but that's
a significant
amount of work.
So it'll take a little
time for us to get back.
Thank you, and
thank you, Diana.
For our last
question today, Lisa,
I'm going to come
back over to you.
[LAUGHTER]
Yes.
[LAUGHTER]
Sparkle.
Hello?
I had to take him down.
It was a lot.
Thank you.
I'm with Bruce from
the West Coast.
OK?
Everywhere.
And he has a really
great question that we're
ending this session on.
Hello.
My question is around
process automation
and flows.
I was in a couple
of sessions
where we saw the
ability for admins
to log on as any user
in process automation
settings.
My enterprise org
doesn't have that.
What's the magic button?
Do you mean in
debug, where
you can run the flow
as a different user?
Correct.
There's only
certain flow types
that support it, unless--
so it might be that.
I don't know.
Sam, do you know?
I'm trying to remember
off the top of my head.
I would highly recommend
searching in help,
Salesforce help.
Like flow run as
user should get you
to the right page.
I know there are
a couple of things
that you have to do.
It might be-- if I'm
remembering correctly--
limited to sandbox.
And then, yeah, the
process automation
settings page
should have it.
And if what you're
seeing doesn't
match the documentation,
please do file a case,
so we can figure
out what's going on.
Great.
Also I see some
MVPs in the audience
who are giving a
thumbs up to that.
And they might
actually be better
at answering that question
than the product team.
So you can also
ask someone
with a golden
hoodie, and they
might have the answer.
Awesome.
Thank you so much,
Sam and Diana.
And thank you, everyone,
for asking your questions
today.
Please give it up.
[APPLAUSE]
Now, if you didn't get
your question answered
today, we do have
a way for you
to post your question.
So we have this
QR code here.
It's for the Release
Readiness Trailblazer
Community.
So use this QR code,
go to the community,
and post your question.
And that is
where we're going
to be look at a follow
up with you on some
of those answers.
So take a moment.
So you can take
out your phones
and get that
link, if needed.
And then if you want
to keep learning about
the winter '24 release--
I mean, who doesn't?
We have so much coming
for admins this release.
Please check out our
Learn MOAR trailmix.
This includes blog
posts and videos
and trailhead badges and
even more resources where
you can dive
into winter '24.
And if you complete
this trailmix,
you get a special
community badge,
and you can enter to win
a certification voucher.
So make sure to
get this link here.
It's sforce.co/learnmoar,
MOAR spelled like roar.
And you can
check that out.
Again, we have tons
of great content
there about
flow reactivity
and even more Salesforce
admin and user
highlights.
So make sure to
check that out.
We also have more
Release Readiness Live
coming for you.
So today, in this
room at 2:30 PM,
you can watch the
developer preview live.
It'll also be live
on Salesforce+.
So make sure to
join us for that.
And we'll have even
more Release Readiness
Live after Dreamforce.
So there's a link
in this trailmix
here, where you can
find more about the four
Release Readiness
Live sessions
that'll be coming to you
in just about two weeks.
Yeah.
Now with that, before
everyone goes today,
please, please share
your feedback with us.
Feedback is a gift,
and it is so important
that we get your feedback
on these sessions.
That's how we continue
to be able to do things
like Release Readiness
Live at Dreamforce
for you.
So if you enjoyed
today's session,
if you have some
feedback for us,
please scan this QR code
and share it with us
today.
And with that, I want
to say a huge thank you.
Thank you, everyone
in the audience.
Thank you to our
PMs and our PMs who
joined us here as well.
Huge thank you
to all of you.
And we'll see you next
time in the cloud.
[APPLAUSE]
Resume AutoScroll
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Admin Preview Winter '24
Watch the latest innovations in the Winter '24 release and learn what's new with Flow GPT, User Access, Dynamic Forms and more.
Starring
- Ella MarksSenior Admin Marketing Manager, Salesforce
- Diana JaffeSenior Director, Product Management, Salesforce
- Cheryl FeldmanSenior Director, Product Management, Salesforce
- Julie ThompsonSenior Director, Product Management, Salesforce
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