Salesforce Winter ’24 Release Notes
The Winter ’24 release helps you work smarter with new product innovations built on AI + Data + CRM.
What’s New for the Salesforce Release Notes?
Learn about new features that make the Salesforce release notes easier to use. Think of this page as release notes for the release notes and check back each seasonal release to see what’s new and improved. Salesforce also welcome your feedback!
How to Use the Release Notes
Our release notes offer brief, high-level descriptions of enhancements and new features. Salesforce include setup information, tips to help you get started, and best practices to ensure your continued success.
Get Ready for the Release
Reading the release notes is a great step in preparing for the release. These other resources help get you and your users ready for what’s coming your way. Salesforce add resources throughout the release when they become available, so check back often.
Release Notes for Features Released Monthly
Salesforce releases features and enhancements more frequently than three times per year for some products. Find out what’s new and read more about these features, as often as monthly, right here in the seasonal release notes.
Release Note Changes
Read about changes to the release notes, with the most recent changes first.
How and When Do Features Become Available?
Some features in Winter ’24 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
Supported Browsers
Salesforce have made some changes to our supported browsers documentation, making it easier to find what you need. Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.
Salesforce Overall
Learn about new features and enhancements that affect your Salesforce experience overall.
Analytics
Analytics enhancements include new and updated features for Lightning reports and dashboards, CRM Analytics, analytics apps, Einstein Discovery, and Tableau.
Commerce
Commerce Cloud enhancements include new and updated features for B2B and D2C Commerce, Omnichannel Inventory, Salesforce Order Management, and Salesforce Payments.
Customization
Report on custom permission set and permission set group assignments. Use Dynamic Forms on hundreds more LWC-enabled standard objects.
Data Cloud
Manage the availability of a variety of features in your account. Enable Data Cloud objects and insights on your Contact or Lead standard or custom fields. Explore expanded record home page view customizations.
Development
Whether you’re using Lightning components, Visualforce, Apex, or Salesforce APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.
Einstein
Get ready to work smarter with all that Einstein has to offer. Einstein enhancements include new and updated AI-powered features across Search, Commerce, Field Service, Sales, and Service. Plus, view all of our generative AI innovations in one place.
Einstein Generative AI
Supercharge your workforce efficiency with Einstein generative AI.
Enablement and Guidance
Deliver enablement programs focused on improving revenue outcomes for your company. Guide users to curated resources that can help them excel. Bring learning, career growth, skills development, and business-critical job performance to your users where they work in Salesforce.
Experience Cloud
Share CMS content from any workspace with your enhanced LWR site. Now all LWR sites that you create are enhanced. In other refinements to enhanced LWR, you can use Experience Builder to apply custom CSS to any component in the site, and use custom logic to apply flexible expression-based visibility rules to your components. You can also easily access and update the site’s global style sheet from a new folder in DigitalExperiencesBundle. Enjoy more efficient, secure authentication into all your Experience Cloud sites, and use your sandbox org to test how disabling your site’s content delivery network can affect your production org.
Field Service
AI-generated briefs keep mobile workers informed on work orders. Manage your busy team’s hours with work capacity, and use a flow to help you easily move to the Enhanced Scheduling and Optimization engine. Hard-working dispatchers can create work more efficiently with the updated Gantt and user experience. Stay current on maintenance needs with a host of asset attribute functionality. Customize documents to showcase your brand. Learn what’s driving Visual Remote Assistant efficiency by analyzing data on the Value dashboard. Mobile enhancements help workers manage error-prone data entry tasks. You can also streamline workflows by creating a customized tab bar suited to how your mobile team works.
Hyperforce
Hyperforce is the next-generation Salesforce infrastructure architecture built for the public cloud. It provides Salesforce applications with compliance, security, privacy, agility, and scalability and gives customers more choice over data residency.
Industries
Industries solutions shape Salesforce to the needs of your business, reducing the need for you to customize things yourself. Outcome Management and Context Service are now generally available. Improve engagement with stores and plan better promotions with Consumer Goods Cloud. Financial Services Cloud can now organize both internal and external data better with Data Cloud. Track grant recipients’ budgets with Grantmaking. Health Cloud can now bring its CRM data into Marketing Cloud with Marketing Cloud Engagements. Automate and improve warranty claim adjudication processes with Manufacturing Cloud. Plan your company’s social impact with materiality assessments in Net Zero Cloud. Manage the end-to-end lifecycle of contracts with Salesforce Contracts. Salesforce also have plenty of changes for Education Cloud, Nonprofit Cloud, Media Cloud, Industries common features, and many more.
Marketing
Marketing Cloud is the premier platform for delighting customers with 1:1 customer journeys. It enables you to build a single view of your customer, leveraging data from any source. Plan and optimize unique customer journeys based on your business objectives. Deliver personalized content across every channel and device at precisely the right time. Measure the impact of each interaction on your business so that you can optimize your approach in real time and deliver better results.
Marketing Cloud Account Engagement
Make your Engagement Studio programs more precise with wait times less than a day. Copy assets from sandbox to production business units with API V5 for Flow, and free up system bandwidth by removing old visitor activity records.
Mobile
Salesforce Mobile App Plus now supports searching Briefcase for records, more easily accessible swipe actions on the Landing Page, list filters on the Landing Page, and quicker address configuration. Define your Mobile Publisher for Experience Cloud app’s default URL behavior and location-based permissions and push notifications. Use Briefcase Builder to apply custom metadata types to your mobile workforce’s offline record experience.
Revenue
Roll out Subscription Management quoting features selectively, without disrupting existing business processes. Give reps a centralized and consolidated view of assets for an account, and control order product conversion to assets. Salesforce CPQ now supports only standard quotes, and the Lightning Web Component rich text editor replaced CKEditor.
Sales
Supercharge your sales teams with fresh insights and enhanced productivity features in Winter ’24. Einstein Conversation Insights users can now create call summaries with one click thanks to Einstein. In Pipeline Inspection, see if the right people are involved in deals to help sales reps win. Get a detailed history of changes to opportunity splits, opportunity product splits, and teams to ensure accuracy, and that sales team members are correctly compensated. In Enablement, jump-start your sales teams with all the product and process knowledge needed to quickly open opportunities, close deals, and help achieve your company’s revenue outcomes.
Salesforce CMS
Find details for CMS content and translation export and import on the new Export & Import status tab. Publish content from CMS workspaces to enhanced sites and public channels. In enhanced CMS workspaces, prevent users from unpublishing content with dependencies. Assign workflows by content type, and automatically publish or unpublish content.
Salesforce Flow
Compose intelligent workflows with Flow Builder, OmniStudio, and Flow Orchestration. Integrate across any system with Flow Integration.
Salesforce for Slack Integrations
Use Slack and Salesforce together to connect with customers, track progress, collaborate seamlessly, and deliver team success from anywhere.
Security, Identity, and Privacy
Enhanced domains are enforced. Help your users move to your new URLs and prepare for the end of some redirections. Multi-factor authentication auto-enablement is in effect for the third phase of orgs. Develop local or 2GP packageable external client apps. Expand your Headless Identity implementation with passwordless login, identity for guest users, and improvements to headless registration. Monitor login IP ranges and tenant license usage details with more metrics. View what instance your tenants are running on. Get to know the new Privacy Center app. Configure external credentials for server-to-server integration using OAuth 2.0 client credentials or JWT authentication protocols. Assign the new Manage Named Credentials permission so that users can modify named credentials and external credentials. And manage group membership changes and insufficient access attempts with the new Group Membership Event and Insufficient Access Event types.
Service
Check out new features that enable customer service agents to work faster and more productively across customer service channels.
Work.com
Prepare your business, employees, and facilities. Respond to major events, such as the current COVID-19 crisis, with the apps and services in Work.com.
Other Salesforce Products and Services
Get the latest information on features from Customer Success Group, Heroku, and IdeaExchange.
Release Updates
Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations.
Legal Terms
Salesforce made seasonal updates to Salesforce Legal Terms.
