Salesforce Agentforce

Salesforce has announced free AI training to everyone through trailhead and instructor led program  in order to enable all trailblazers to be agentblazers. Also the first attempt for AI Specialist and AI Associate certification is free till end of 2025.

The best way to learn agentforce is by building agent yourself, complete the get ready for agentforce trailhead modules to get hands-on experience - https://trailhead.salesforce.com/content/learn/trails/get-ready-for-agentforce

Salesforce is also organizing free 90 minute expert-led virtual workshop on agentforce and  a 3-day instructor-led experience in new AI Centers in San Francisco and London., checkout the details here - https://trailhead.salesforce.com/einstein-ai-trail/

Agentforce will be GA on October 23rd.

Preparing for AI Specialist certification, check out the details here -https://sfdconestop.blogspot.com/2024/09/salesforce-ai-specialist-certification.html

Preparing for AI Associate certification, check out the details here -https://sfdconestop.blogspot.com/2023/09/salesforce-ai-associate-certification.html

Salesforce AI Specialist Certification

 Salesforce AI Specialist Certification is one of the trickiest cert of the recent time that I have attempted, during Dreamforce'24, this certification was announced for free for everyone for their first attempt!

The Exam has 60 questions, pass percentage is 73% which means 44 questions need to be right to pass, Time - 90 minutes.

Exam Fee - First Attempt free till December 31, 2025, 5PM PT,  Subsequent retakes - 100$

Please ensure to go through the resources listed in the below trailmix along with the videos - 

https://trailhead.salesforce.com/content/learn/trails/drive-productivity-with-einstein-ai

Go through the sample exam questions from the below module so you get an idea on the format-

https://trailhead.salesforce.com/content/learn/modules/cert-prep-ai-specialist

• Einstein Trust Layer: 15% of exam
• Generative AI in CRM Applications: 17% of exam
• Prompt Builder: 37% of exam
• Einstein Copilot: 23% of exam
• Model Builder: 8% of exam

I initially thought this to be easier exam considering that  I need to pick only one right choice among the 3 options for the questions, however realized that was not the case and this actually needed hands on experience, ensure to login to the org and create prompt templates to begin with. If you notice 20+ questions are focussed on prompt builder, so pay attention to this to clear the exam followed by copilot/agent. This needs good preparation to pass in first attempt :)

Few of the important focus areas which will help to clear are -

• Difference between resolution vs response
• Different prompt templates including standard and customer
• Focus on standard actions and Action explorer, Planner service, Metadata API, Hyperparameters in model builder
• Einstein Work Summaries/Service replies - good number of questions around capabilities
• Ground templates with different merge fields 
• Check out the help articles for all the topics and pay attention to Related lists merge field

Salesforce Summer24 Release Interesting Features

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Summer24 sandbox preview cutoff date is May 11th, 2024. Refresh your sandbox between now and May 11th, 2024 to redirect to preview instance as per sandbox preview instructions article. May 11th, 2024, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current production release. 

All preview instances will be upgraded to Summer24  on May 11th, 2024 and non preview instances on June 15th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Summer24 release notes - here

Release Readiness Trailblazer Community Group - here

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release

Summer 24 Release Highlights | Demo here - TBU

General Enhancements - 

• Generally Available - Einstein Copilot is now GA
• If the Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org setting is disabled in a production org, all Salesforce admins see a warning prompt when working in Setup. These recurring prompts advise that the org is out of compliance with the contractual MFA requirement and provide guidance on how to proceed.
• Quickly and easily add a new custom field to your Dynamic Forms-enabled pages by using a new step in the custom-field creation wizard.
• To improve performance and meet the latest accessibility standards, list views for custom objects now render with Lightning Web Components (LWC) instead of Aura.
• You can now successfully view the Lightning page information for custom fields in use on Dynamic Forms-enabled pages via the Where is this used? button.
• The Inactive User Freezing feature increases sandbox security by freezing users who haven’t logged in to a sandbox within 60 days of it being created, cloned, or refreshed.
• Create Custom Metrics in Security Center (Beta)
• Quickly view relevant data with more engaging Security Center charts within your Security Landscape, which offers an improved Security Center dashboard page experience.
• Let Einstein Build a Draft Flow for You

  
  Summer 24 Enforced Release Updates - 

Salesforce Spring24 Release Interesting Features

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Spring24 sandbox preview cutoff date is Jan 2nd, 2024. Refresh your sandbox between now and Jan 2nd, 2024 to redirect to preview instance as per sandbox preview instructions article. Jan 2nd, 2024, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to Spring24  on Jan 2nd, 2024 and non preview instances on Feb 15th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Spring release notes - here

Release Readiness Trailblazer Community Group - here

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release

Spring 24 Enforced Release Updates - 

• Enable Faster Account Sharing Recalculation by Not Storing Opportunity Implicit Child Shares (Release Update)
• Enable ICU Locale Formats (Release Update)
• Enable JsonAccess Annotation Validation for the Visualforce JavaScript Remoting API (Release Update)
• Enforce RFC 7230 Validation for Apex RestResponse Headers (Release Update)

Spring24 Release Highlights | Demo here - TBU

General Enhancements - 

• MFA enforcement begins 

Salesforce AI Associate Certification Preparation

Salesforce AI Associate is one of the easiest cert of the recent time that I have attempted

The Exam has 40 questions, pass percentage is 65% which means 26 questions need to be right to pass, Time - 70 minutes.

Exam Fee - 75$, Subsequent retakes - Free

Please ensure to go through the resources listed in the below trailmix along with the self paced Mulesoft training video tutorial - 

Go through the sample exam questions from the below module -

https://trailhead.salesforce.com/content/learn/modules/cert-prep-salesforce-ai-associate

Ensure to go through all the trailhead modules from the below sections as most of the questions from these sections -

• Ethical Considerations of AI -

https://www.salesforceairesearch.com/static/ethics/EthicalAIMaturityModel.pdf

• Data for AI -

https://trailhead.salesforce.com/content/learn/modules/data_quality?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-ai-associate-credential

https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-ai-associate-credential

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Salesforce Winter24 Release Interesting Features

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Winter24 sandbox preview cutoff date is Aug 26th, 2023. Refresh your sandbox between now and Aug 26th, 2023 to redirect to preview instance as per sandbox preview instructions article. Aug 26th, 2023, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to Winter 24  on Aug 26th, 2023, 2023 and non preview instances on Oct 15th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Winter24 release notes - here

Release Readiness Trailblazer Community Group - here

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Winter24 Release Highlights | Demo here - TBU

General Enhancements - 

• MFA enforcement begins with Summer ’24. 
• In Lightning Experience, when you create a public link to share a file, you can choose to set a date when the link expires
• Transfer lightning dashboard ownership when responsibilities change or the dashboard creator leaves your organization. 
• Visualize Lightning Reports with Summary Formulas as You Create Them
• You can now open multiple reports and dashboards in individual tabs. Previously, you could open only one report at a time in the Analytics tab.
• You can migrate to Hyperforce with help from Hyperforce Assistant. The assistant is now generally available for production and sandbox orgs.
• Enhanced domains will be enforced in Winter24

Lightning App Builder -

• Dynamic Forms is now supported on hundreds of LWC-enabled standard objects. Dynamic Forms gives you a streamlined admin experience, enhanced page performance, and the option of visibility rules so your users see only what they need when they need it.

 Winter 24 Enforced Release Updates - 

• Deploy Enhanced Domains (Release Update)
• Disable Access to Session IDs in Flows (Release Update)
• Enable Faster Account Sharing Recalculation by Not Storing Case and Contact Implicit Child Shares (Release Update)
• Make Paused Flow Interviews Resume in the Same Context (Release Update)
• Require Sender Name and Email Address to Send Chatter Email Notifications (Release Update)

Salesforce Summer 23 Release Interesting Features

 

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Summer 23 sandbox preview cutoff date is May 4th, 2023. Refresh your sandbox between now and May 4th, 2023 to redirect to preview instance as per sandbox preview instructions article. Post May 4th, 2023, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to Summer 23 on May 4th, 2023, 2023 and non preview instances on June 10th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Summer23 release notes - here

Release Readiness Trailblazer Community Group - here

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Summer 23 Release Highlights | Demo here - TBU

Flows - 

• Convert Processes to Flows with the Migrate to Flow Tool, The Migrate to Flow tool supports only record-triggered processes and scheduled actions. A scheduled action is migrated as a scheduled path in a flow. 
• Flow user permissions are now all consolidated under a new Flow and Flow Orchestration section in App Permissions. Previously, they were dispersed throughout System Permissions.
• Standard flows that contain triggers now appear in Flow Trigger Explorer.
• Automate processes with external data by creating an HTTP callout action that calls a web-based service API, all within Flow Builder and without code.You can now edit an HTTP callout action declaratively and more easily configure the parsing of the API’s response that makes the external data usable in flows.

General Enhancements - 

• Generally Available -When you create a field, set its field-level security on permission sets instead of profiles.
  

• Delegated administrators can now manage the assignment of permission set groups for users in their delegated group, giving you more time for other admin tasks.

• Beta feature - Users can select up to 100 records in the related list and perform mass updates instead of single record updates.
• Salesforce deploys enhanced domains in Summer ’23. If you encounter an issue after that deployment, you can disable this feature until Salesforce enforces this update in Winter ’24 
• Salesforce enables Salesforce Edge Network on a rolling basis between Summer ’23 and Winter ’24.You can defer that enablement through a My Domain option, and you can disable Salesforce Edge Network within 7 days after the enablement has occurred.
• Use the LoginEvent and LoginEventStream objects in Real-Time Event Monitoring to track login flows for connected apps. Use this data to monitor use of insecure flows, including the user-agent and username-password flows.

• The related list View All page now renders using Lightning Web Components (LWC) instead of Aura. Using LWC, the full list of related records loads earlier and renders faster.

Lightning App Builder -

• Control field alignment across columns by using a new property on Dynamic Forms Field Section components. The Align fields horizontally property prevents fields in multicolumn Field Sections from collapsing upward when there’s a gap due to differences in field heights. 
• Previously, Dynamic Forms was available only on desktop. Now, with Dynamic Forms on Mobile (beta), your mobile users can have the same customized experience that your desktop users have.

Service Cloud -

• Use the individual-object linking flow template called Find Contact for Associated Case from Email-to-Case. Add it to the Actions & Recommendations component.
•  In Summer24, Salesforce is retiring the existing email editor in the docked and case feed email composers.The Lightning editor provides an updated user interface and other new features: full-screen mode, the ability to print from the menu, undo and redo buttons, and smart copy-paste. It also complies with Salesforce security standards.
• When agents start to type a search string, search results include email messages with matching subjects. Previously, typeahead didn’t consider email messages.
• Show supervisors real-time metrics to help them identify and resolve issues quickly. In this continuing pilot, the wallboard includes more charts. On the Omni Supervisor tab, supervisors can select a queue of interest to filter the metrics shown.  
• Omni Supervisor shows agent capacities for interruptible and non-interruptible work.[Pilot Feature - need to work with AE]
• Knowledge article authors and knowledge managers can publish articles in 15-minute intervals to better address the targeted nature of certain types of communications.

Experience Cloud -

• Knowledge article authors and knowledge managers can publish articles in 15-minute intervals to better address the targeted nature of certain types of communications.  
• With Expression Based Visibility, now generally available, you can show or hide individual components based on rules that contain a set of conditions.
• You can add the Edit standard action and Create a Record and Update a Record quick actions to the Actions Bar. Previously, only headless Lightning web component quick actions were supported.
• In Lightning Experience, when you create a public link to share a file, you can choose to set a date when the link expires. You can also protect access to the file with a password.  
  
• When a membership request finishes processing, Salesforce sends you an email notification and confirms whether processing was successful.
• Now Salesforce emails you when you reach 95% of your portal role limit, so you have time to make adjustments before you run out of roles. When you reach your portal role limit, you can’t create more users. To increase the number of roles, enable Account Role Optimization.

Sales Cloud -

• GA - Without leaving the opportunity record, teams can see how multiple products and each team member fits into a sales motion. And with opportunity product splits reports, team members can track all of the opportunities they contribute to.
• Users can use the new search field to quickly find the specific items they’re looking for in the To Do List. Users can act on the tasks that matter most, wherever those items are in the list. Previously, users could tag items and create lists, but not search.
  

 Summer 23 Enforced Release Updates - 

• Disable Rules for Enforcing Explicit Access to Apex Classes (Release Update)
• Use a Default No-Reply Address as System Address for Case Email Notifications (Release Update
• Restrict Emails Sent from the Guest User (Release Update)
• Security Enhancements for CSRF Tokens for Lightning Apps (Release Update)
• Migrate Aura Sites to Google Analytics 4 (Release Update)
• Enable Content Sniffing Protection (Release Update)
• Enable Sharing for Flow Orchestration Objects (Release Update)

Salesforce Spring 23 Release Interesting Features

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Spring 23 sandbox preview cutoff date is Jan 7th, 2023. Refresh your sandbox between now and Jan 7th to redirect to preview instance as per sandbox preview instructions article. Post Jan 7th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to Spring 23 on Jan 7th, 2023 and non preview instances on Feb 8th/15th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Spring23 release notes - here

Release Readiness Trailblazer Community Group - here

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Spring23 Release Highlights | Demo here - TBU

Flows - 

• Convert Processes to Flows with the Migrate to Flow Tool, The Migrate to Flow tool supports only record-triggered processes. Custom event and custom invocable type processes aren’t supported.
• MuleSoft Composer for Salesforce is now Flow Integration
• Automate processes with external data by creating Flow Builder actions that call web-based service APIs using HTTP Callout.
• Build Screens with Interactive Components (Beta)- you can build screens that feel like single-page applications and reduce the number of screens for your user.
• Flow builders can now use multi-select picklists with the Checkbox Group and Multi-Select Choice components.
• Now you can easily see what each element is doing within a flow in Auto-Layout. Previously, to see the user-provided description, you opened the element.
• Now it’s easier to find what you’re looking for in the flow element menu in Auto-Layout with element descriptions in tooltips.

General Enhancements - 

• Email Streamline - To reduce the number of emails that you receive, the Release Is Live email is updated, and the Features Enabled email is discontinued.
• To improve memory usage and the scalability of console sessions in Lightning Experience, set the maximum number of loaded console tabs.From Setup, in the Quick Find box, enter Loaded Console Tab Limit, and then select Loaded Console Tab Limit.

Lightning App Builder - 

• Dynamic Forms capability is now available for case and lead earlier it is for account/contact/opportunity
• Dynamic Actions for Standard Objects (Generally Available)
• Add Save Options to Accounts, Cases, and Leads with Dynamic Forms 
• Dynamic related lists now include a View All link so that users can see a full list of related records, Previously, users saw only up to 30 records in a dynamic related list on the record detail page.
• Use the new Pinned Right Sidebar (3 regions) template to create record pages in which you can show important information

Sharing - 

• Recalculate Account Sharing Rules Faster (Beta)

Enhanced Domain -

• To opt out of the automatic deployment of enhanced domains deselect Automatically deploy enhanced domains with Spring ’23, doing this release update will now be enabled as part of next release Summer23 - Enhanced Domain FAQ

Analytics(Reports&Dashboards) - 

• Report subscription limit has been increased from 7 to 15
• Collections can be leveraged by enabling the unified experience setting

Other Interesting Features- 

• Async soql is being retired from Spring23
• You can now delete, activate, deactivate, or replace multiple custom picklist field values at once. Previously, you modified them one at a time. This feature is available only for custom picklists with predefined values.
• Track up to six fields so that your team can see what’s changed in the Related tab for events and tasks. The Activity Record History component is automatically added to default event and task Lightning pages.
• Now when you set or change field-level security for a field on permission sets, you can view by permission sets with object permissions, or by all permission sets.(Ensure to enable FLS for permission sets in User Management Settings), Profile Permissions is set for end of life during Spring26 release, details here https://admin.salesforce.com/blog/2023/permissions-updates-learn-moar-spring-23

Spring23 Enforced Release Updates - 

• Apply User Access Permissions to Navigation Menus Retrieved by Apex in Experience Cloud Sites (Release Update)
• Enable Content Sniffing Protection (Release Update) - Post enforcement this can be disabled by navigating to session settings
• Upgrade SAML Single Sign-On Framework (Release Update)
• Run Flows in User Context via REST API (Release Update)
• Enable Stronger Protection for Your Users’ Personal Information (Release Update)
• Upgrade SAML Single Sign-On Framework (Release Update)
• Require Granular Flow Permissions for Experience Cloud Guest Users (Release Update)

Salesforce Enhanced Domains Spring 23 Enforcement

Enhanced domains are required for sandboxes and non-production orgs in Winter ’23 unless you enable an org-level setting that postpones their enforcement until Spring ’23.

When you enable enhanced domains, login URLs for your sites change. Your My Domain login URL changes when you enable enhanced domains in a sandbox. Enhanced domains don’t change your My Domain login URL in production unless you also change your My Domain name or suffix. 

When you enable enhanced domains, all URLs across your org contain your company-specific My Domain name, including Experience Cloud sites and Salesforce sites. Also, your URLs don’t change when your org is moved to another Salesforce instance.

Differences Between Sandbox and Production

When you enable enhanced domains, your production My Domain login URL format, MyDomainName.my.salesforce.com, doesn’t change unless you also change your My Domain name. However, enabling enhanced domains in a sandbox adds the word “sandbox” to the org’s My Domain login URL: MyDomainName--SandboxName.sandbox.my.salesforce.com.

 Potential Impact

• Users can experience errors when attempting to access Salesforce, including but not limited to Experience Cloud sites, Salesforce Sites, and Visualforce pages.
• Some embedded content stored in Salesforce no longer appears.
• Third-party applications can lose access to your data.
• Single sign-on integrations with sandboxes can fail.
• Single sign-on integrations with orgs using the *.cloudforce.com and *.database.com domain suffixes can fail.

https://help.salesforce.com/s/articleView?id=sf.domain_name_enhanced_why.htm&type=5

Salesforce Winter23 Release Interesting Features

Please do continue to like, share and subscribe sfdconestop Youtube channel, if you find the Salesforce tutorials(100+ Video's) to be informative!!
▶️Subscribe:  https://www.youtube.com/c/sfdconestop
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Winter23 sandbox preview cutoff date is Aug 25th, 2022. Refresh your sandbox between now andAug 25th to redirect to preview instance as per sandbox preview instructions article. Post Aug 25th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded toWinter23 on Aug 25th, 2022 and non preview instances on Oct 8th/15th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Winter23 release notes - here

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Winter23 Release Highlights | Demo here -

• Bulk Delete Inactive Picklist Values - Beta Feature, From setup, navigate to Data>picklist setting>Enable Bulk Delete Inactive Picklist Values (Beta).  You can select multiple values and use one of the new buttons: Delete Selected, Deactivate Selected, Replace Selected, or Activate Selected. This feature is available only for custom picklists with predefined values.
• Clone Apps(Beta) Quickly create new Lightning apps by cloning existing apps.
• GA - Improve address data accuracy and your users’ experience with Custom Address Fields
• You can make your account, including person account, contact, and opportunity record pages more robust by configuring them with Dynamic Forms.
• Now when you filter dynamic related lists in the Lightning App Builder, you can select multiple filter values for picklist fields.
• Monitor your event publishing and delivery usage easily in Setup for high-volume platform events and change events.
• Versions 21.0 through 30.0 of the Salesforce Platform API are being retired in Summer ’23. They are now deprecated and are no longer supported by Salesforce. 
• Code Builder (beta) is a modern, web-based development environment that makes it easy for you to develop such as Apex, SOQL, and Lightning Web Components, all from within a browser.without downloading software to your local device. Download the app here
  
• GA-Invocable.Action is a new Apex class that allows you to call invocable actions from Apex code.
• Use new filtering and browsing capabilities to find and manage your Lightning reports and dashboards. From Setup, in the Quick Find box, enter reports, and then select Reports and Dashboards Settings. Select Enable the Unified Experience for Analytics Home. From the App Launcher, select Analytics.
• Filter Custom Report Types by Salesforce Fields (Beta), to enable this contact support
• Analyze and report on permission assignments with the User Access and Permissions Assistant.To use this feature, download the app from AppExchange. Complete the tasks to enable the Tooling API for the app. And then create and assign permission sets for users who must access the app.
• Beta Feature - Now when you create a field on an object, you can follow best practices and set field-level security for a field on permission sets instead of profiles.
   

Service Cloud -

• Designate a set amount of time after each messaging session for agents to wrap up their work.On the Service Channels page in Setup, find your service channel for Messaging. In the After Work Configuration Time section, select Give agents wrap-up time after conversations, and enter a time in seconds.
• Use automation in Omni-Channel flows to route cases to the right agents. When Email-to-Case generates cases from incoming emails, your Omni-Channel flow can determine where to direct them. Previously, Omni-Channel flows didn’t support case routing unless you created a record-triggered flow.
• Mark a knowledge article as a favorite without worrying about the article version number or language. Knowledge article favorites redirect to the latest published version, regardless of which version was initially marked as a favorite or whether it was deleted. 
• Einstein Search for Knowledge is now generally available.
• To improve the customer experience, notify customers how long they must wait to speak to an agent.Set up estimated wait time for calls in a phone channel or messages in a Messaging for In-App and Web channel. 
• To learn more about what Omni-Channel components to set up and get a list of all setup tasks, go to the new Omni-Channel setup home.
• To quickly respond to an overflowing queue in the contact center, a supervisor can reassign agents and groups to queues in Omni Supervisor. 
• Make your supervisors’ jobs easier by adding custom actions to Omni Supervisor. Actions can call screen flows that let supervisors perform tasks such as sending a Slack message to your agents, reassigning work in a queue, or assigning an agent to a different shift. 
  

Flows - 

• You can now decide when to show the Toolbox for resource and element management while in auto-layout. The Toolbox is hidden by default
• The Add Elements dialog box in the Flow Builder canvas now includes a search bar. 
• GA - Before you activate a record-triggered flow, you can now test it to quickly verify its expected results and identify flow run-time failures. 
• Workflow rules creation is disabled. You can still activate, deactivate, and edit any existing workflow rules.

Enhanced Domains (Release Update) -

• From Setup, in the Quick Find box, enter My Domain, and then select My Domain. In the Routing section of the My Domain page, click Edit, then select Postpone the enforcement of enhanced domains until Spring ’23, and save your changes. Repeat this step in each sandbox or non-production org where you want to postpone the enforcement. This option is unavailable after your sandbox or non-production org is on Winter '23. You can disable enhanced domains until they’re enforced in all orgs in Spring ’23.

Winter23 Enforced Release Updates - 

• Enable Permission Set Expiration and Enhanced UI (Release Update)
• Enable Stronger Protection for Your Users’ Personal Information (Release Update)
• Enable Visualforce JavaScript Remoting Enforcement (Release Update)
• Experience Browser Performance Improvements for Salesforce CPQ (Release Update)
• Remove Guest User Assignments from Permission Sets Associated with Permission Set Licenses with Restricted Object Permissions (Release Update)
• Validate Getter and Setter Access Modifier Enforcement during Visualforce Expression Language Parsing (Release Update)

 

Salesforce Summer 22 Release Sneakpeek/Interesting Features

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Summer 22 sandbox preview cutoff date is May 6th, 2022. Refresh your sandbox between now and May 6th to redirect to preview instance as per sandbox preview instructions article. Post May 6th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to summer 22 on May6th, 2022 and non preview instances on June 4th/11th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview and here is the detailed demo.

Summer22 release notes - here

Summer22 Pre Release org sign up here  21st April

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Summer 22 Release Highlights | Demo here -

Permission Set Assignment Expiration - You can Manage Permission Set Assignment Expiration with an Enhanced User Experience is now Generally Available watch demo here

Bulk Delete Inactive Picklist Values - Beta Feature, From setup, navigate to Data>picklist setting>Enable Bulk Delete Inactive Picklist Values (Beta). Available only for custom picklist fields on an object and not available for picklist fields that use a global value set, only available for unrestricted picklists.Throws error for Duplicate values too! watch demo here

Dynamic Related Lists - New component in Lightning App Builder (LAB) called 'Dynamic Related List - Single' which can be configured entirely within LAB including the ability to choose, reorder, and sort columns, add actions, and filter watch demo here

Flows -

• Directly from object manager page, you can access Flow Triggers and Flow Trigger Explorer!
• Create new flows/order flows using drag/drop from flow trigger explorer page
  
• Migrate to Flows - This feature is now GA, time to migrate all your production workflows to flows! watch demo here
• Flows Tests -This feature is beta and used to test the flow logic for any new changes made to existing flow. watch demo here
• In Summer ’22, only users with View All Data permissions enabled can debug record- and schedule-triggered flows. Previously, users without the View All Data permissions could debug triggered flows.
• You can now delete a flow or process version from a managed package in the org that uploads the package.  
• Sections with headers are collapsible and always open by default to make screen flow completion more efficient.watch demo here

Search Manager-

• Easily view all searchable objects and the search status of each field with Search Manager.

Security-

• To enable MFA for all users in your org, from Setup, in the Quick Find box, enter Identity and select Identity Verification. Then select Require multi-factor authentication (MFA) for all direct UI logins to your Salesforce org.
• To help you test enhanced domains, they’re enabled by default in new and refreshed sandboxes. If enhanced domains aren’t enabled in your production org, you can disable this option.
• To avoid potential conflicts between follow-up processes such as CNAME and DNS updates, you can’t make two domain changes that require provisioning within 15 minutes. 
• To avoid potential conflicts between follow-up processes such as CNAME and DNS updates, you can’t make two domain changes that require provisioning within 15 minutes. 

Sales Cloud -

• Person Accounts can be enabled without reaching out to Salesforce Support.
• Campaign owners can share individual campaign records with other Salesforce users in Lightning Experience.
  
• With custom filters, your sales team can filter by standard number, currency, and picklist fields for forecasts to pinpoint the data to study.When you create a forecast type in the setup flow, select the standard fields and condition logic to filter by. You can add up to three conditions and use the AND operator only.

Experience Cloud - 

• Mobile Publisher - Two new preconfigured tabs—Home and User Settings—along with a hamburger menu and a back button make it easier than ever for your users to navigate your Experience Cloud mobile apps. 
• Flows are now available in LWR sites, across all LWR templates. With flows, you can harness the unlimited flexibility of Flow Builder to show screen flows on your site.

Service Cloud -

• You can add the Check Availability for Routing action to an Omni-Channel flow to determine the number of agents online and the number of work items waiting to be picked up for the specified routing requirements
• Beta Bot feature - Test and iterate on your bot before making it visible to your customers with Text Preview regardless of its activation status or connection to a channel. 
• Evaluate bot performance right out of the box with 16 new pre-built standard reports. 
• Milestone timer now stops when a record exits the entitlement process. It’s no longer necessary to stop the milestone timer manually by selecting Is Stopped. 
• You can enable Auto Accept for all agents at the service channel level against to presence configuration
• Omni-Channel Flow supports routing to and from Enhanced Bots, now generally available, on Messaging for In-App and Messaging for Web channel
• Create your own bot templates from scratch or from existing bots. You can even package and share your bot templates between orgs or on AppExchange so everyone can use your bot customized for your industry or use case. 
  

 Reports/Dashboards-

• Generally Available - Save time while staying up to date by editing multiple records inline on the report run page(Date Fields, Lookups, Picklists, Text, Number and Checkbox fields supported)
• The Analytics Home is available as a beta feature to manage Lightning reports and dashboards for a org where CRM Analytics is enabled. From Setup, in the Quick Find box, enter Reports, and then select Reports and Dashboards Settings. Select Enable the Unified Experience for Analytics Home. From the App Launcher, select Analytics.

CRM Analytics-

• Tableau CRM is now known as CRM Analytics. 
  

Development -

• Apex -You can indicate the mode of the operation by using WITH USER_MODE or WITH SYSTEM_MODE in your SOQL query. This example specifies user mode.Database operations can specify user or system mode.List<Account> acc = [SELECT Id FROM Account WITH USER_MODE];
• Invocable.Action is a new Apex class that allows you to call invocable actions from Apex code. For the developer preview, this feature is available only in scratch orgs.
• API - API Versions 7.0 through 20.0 of the Salesforce Platform API are now retired and unavailable. Requests to these versions now fail with an error message indicating that the requested endpoint has been deactivated. 
• API Versions 21.0 through 30.0 of the Salesforce Platform API are now deprecated and are no longer supported by Salesforce, will be unavailable in Summer23. 

Productivity Features-

• Activity - Due dates for overdue tasks now appear in red, making them easy to spot.
• If your company sends email through external services such as Office 365, Gmail, or Inbox, each HVS (High Velocity Sales) rep can send up to 1,000 automated emails a day. HVS automated emails don’t count toward your org’s email or list email limits.
  

  Summer22 Enforced Release Updates - 

• Accurately Measure the CPU Time Consumption of Flows and Processes (Release Update)
• Bypass MFA Challenges for Single Sign-On Auth Provider Logins (Release Update)
• Experience Browser Performance Improvements for Salesforce CPQ (Release Update)
• Legacy API Versions 7.0 Through 20.0 Are Now Retired (Release Update)
• Legacy API Versions 21.0 Through 30.0 Are Now Deprecated (Release Update)
• Securely Update Email Addresses and Reset Passwords (Release Update)

Salesforce Spring22 Release Sneakpeek/Interesting Features

Please do continue to like, share and subscribe sfdconestop Youtube channel, if you find the Salesforce tutorials(100+ Video's) to be informative!!
▶️Subscribe:  https://www.youtube.com/c/sfdconestop
👉 https://sfdconestop.blogspot.com/
👀 Follow us on Linkedin : https://www.linkedin.com/company/sfdconestop

Spring 22 release notes - here

Spring 22 Pre Release org sign up here 

Spring 22 Release Highlights Demo here -

 

Non Production/Testing Use case features -
Pilot - Usually the first phase of public testing, Pilots normally include a small subset of participant Organizations. These Organization’s must request to opt in to a Pilot and then be nominated for participation.

BETA - Features with successful Pilots will often transition to the BETA phase. This involves rolling the feature out publicly for testing. 

Features for Production Use -
Generally Available (GA) - Once a feature has passed the Pilot and BETA testing phases it will be formally included in a Salesforce release.

Interesting features of Spring 22 Salesforce Release - 

• Lightning Console - watch demo here
• New console sessions can be started without loading workspace tabs from previous sessions,  In the app's App Settings, select App Manager. Under Setup and Personalization, select App Personalization Settings. Select Clear workspace tabs for each new console session.

•  Reports/Dashboards-  watch demo here
  

• Beta Feature - Save time while staying up to date by editing multiple records inline on the report run page(Date Fields, Lookups, Picklists, Text, Number and Checkbox fields supported)
  
• Beta Feature - With the enhanced report type selector, quickly access recently used report types and view the fields and objects that are included.
• Dynamic Guage Charts(GA) - Build your gauge chart using report metrics and field values that respond dynamically to your business. 
  

• Flows - watch demo here
• Use the Migrate to Flow tool to convert your workflow rules into flows. Flow Builder can do everything that workflow rules can do and more - watch demo here
• Leverage Flow Trigger Explorer,which shows all of the flows that are associated with a specified object and that run when a record is created, updated, or deleted
• Building flows and aligning elements is easier with auto-layout which is now the default canvas layout for flows(GA).
• In auto-layout, you can quickly access subflows right from the canvas
• Customize the Previous, Pause, Next, and Finish button label text in Flow Builder 
• Flows can now be ordered i.e you can define a trigger order value only for a before- or an after-save record-triggered flow on an object. For example, you can prioritize an after-save flow to run before other after-save flows on the Case object. But you can’t prioritize an after-save flow to run before any before-save flows or before an Apex trigger. Multiple flows can have the same trigger order value.
• Flow name and version now appear on your browser tab titles, which makes easy to find!
• Use record fields to directly add phone, email, and picklist fields to your flow screens(Beta Feature)
• Flow Shortcut to access your most frequently used elements from the top of the Add Element menu.

• Sales Cloud-  
• Forecast Types and Forecasts Settings brought together so that you get everything on one page.
  
• Week-over-week recent changes can be seen for each of the forecast categories in order to adjust sales and forecasting strategies accordingly
• Use the ObjectTerritory2Association object to find out whether territory assignments were updated or deleted.
• Using the Territory2ObjectExclusion object, add a list of records that include the account and territory IDs you want to exclude from territory assignment rules.
  
• Get notified of Territory assignment rule job status in downstream applications by using the Territory2AlignmentLog object and the Salesforce enterprise messaging platform

• Performance Assistant -  Pilot Feature - Guides you through the three phases of performance testing: Prepare, Execute, and Analyze and Optimize. 
• Event Monitoring -
  • Use the CONNECTED_APP_ID field on the API Total Usage event type to better understand where requests are coming from and identify connected or remote apps that make requests to deprecated API versions.
  • Create expanded transaction security policies for permission set events so that you can monitor changes in permission sets and permission set groups(Beta Feature)
    
• LWC -  
• Lightning Web Security (LWS) aims to replace Lightning Locker for Lightning web components is a new client-side security architecture, the result is strong, flexible, usable security for your Lightning web components(GA).
• Enablement of LWS for production orgs with only custom Lightning web components is scheduled to begin in February 2022.
• Lightning Web Runtime (Developer Preview) on Node.js is available via the npm Registry.
  

• Create criteria-based sharing rules to include records owned by high-volume community or system users .

• Now, FIELDS() returns results consistent with the org when included in any query statement(SELECT FIELDS(ALL) FROM Account LIMIT 200)

• Use the ApexTypeImplementor object to find Apex classes that directly or indirectly implement an interface. Using a SOQL query, you can get information about public or global Apex classes.
  

• To streamline user support, admins with high-assurance sessions can log in as other users without triggering multi-factor authentication (MFA) challenges. 
  

• Salesforce Optimizer - watch demo here
•  Assignments for the Manage Users permission now appear in Critical Permissions Assignments instead of assignments for the View All Users permission.
  

• Service Cloud -

• Einstein Bot - watch demo here
• Build one bot to support over 17 languages.
• Expand your bot’s reach by deploying bots with the Einstein Bots API. This feature starts and ends bot sessions, accepts bot messages, answers questions, and completes transfers on any channel. Use the Slack SDK to launch Einstein Bots as a Slack app.
• Previously, you had to deactivate your bot or create a clone to rebuild your model. Now you can update a bot with a click of a button, whether it’s online or offline. 
• Use the new Generate Completed Goal Log action to identify the point in a dialog flow when a common customer goal is considered complete, such as when the bot returns a knowledge article, generates an order number, or files a case. Then generate reporting metrics to track how often that dialog is reached.
• Evaluate bot performance right out of the box with new pre-built standard reports(Einstein Bot Reports folder) which include metrics for Article Answers feedback, escalated bot sessions, and more.
  

• Knowledge - watch demo here
  • With the new Copy Article Link button in Knowledge layouts, you generate a link that points to the latest published version, even if you update the knowledge article after creating the link.
  • Knowledge articles now show accurate view counts.
  • Images added to knowledge articles are available full size in a pop-up window.
    
    
• Routing -  watch demo here
  • You can see agents online and offline status durations and their assigned work capacity, plus manage their queues and skills.
    
  • Customize the supervisor experience with filtered views in Omni Supervisor tabs.
  • When setting up a record-triggered flow to route non-real-time work, such as cases, leads, or custom objects, call an Omni-Channel subflow to use Omni-Channel flow features.

• Experience Cloud - watch demo here

• You can archive up to 100 sites, and archived sites don’t count against your Salesforce limit of 100 sites. And if you change your mind, you can always unarchive the site(GA) - watch demo here
  
• Salesforce CMS app is renamed as  Digital Experiences App     
• Put Your Site in Maintenance Mode While Making Updates by Clicking on Deactivate to put your site in maintenance mode.
• Run Flows for Guest Users Is Being Deprecated for all orgs from summer 22 release
          

• Lightning App Builder - watch demo here
  • A new prompt in the Lightning App Builder takes you to the Lightning Usage App, which lists the desktop record pages with a median estimated performance time (EPT) of 4 seconds or longer.
  • In Lightning pages new Tableau CRM Collection component can be added as collections of curated dashboards and lenses

Sandbox Preview- Review the below video to understand sandbox preview/importance of cut off date

 

Spring 22 sandbox preview cutoff date is Jan 6th, 2022. Refresh your sandbox between now and Jan 6th to redirect to preview instance as per sandbox preview instructions article. Post Jan 7th, new/incomplete sandbox refresh requests would be routed to non preview instance i.e. current release. 

All preview instances will be upgraded to spring 22 on Jan 7th/8th, 2022 and non preview instances on Feb 11th/12th.

Review the Sandbox Preview Guide to verify if your sandbox falls in preview/non preview.

 Spring22 Enforced Release Updates - watch demo here

• Analyze Screen Flow Usage (Release Update)
• Enforce CORS Allowlist for Lightning Apps (Release Update)
• Get Ready for Browser Performance Improvements for Salesforce CPQ (Release Update)
• Login Credentials Using URL Query Strings Are Disabled (Release Update) 
• Require Multi-Factor Authentication for Logins to Subscriber Orgs (Release Update)
  
• Visualforce Expression Language Apex Method Access Modifier Enforcement (Release Update)

 

Salesforce Setup Audit Trail/Field History Tracking

 Lets understand in detail, what is Setup Audit Trail

Field History Tracking Tutorial -

 

Agenda:

What is a Audit Trail in Salesforce

What is the purpose of Audit Trail
Various changes that can be tracked
Demo

Setup Audit Trail Track various changes:

Administration

Profile

Permission sets and Groups

Customization

Security and Sharing

Data Management

Development

Various Setups

Using the application

To review other interesting Salesforce Tutorials, please visit our youtube channel sfdconestop:

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