1 Minute Tips

#SalesforceWinter24 – Enhancement to User Access Policy Filters

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#1MinuteTip #SalesforceWinter24 You can now reference a total of three permission sets, permission set groups, or managed package licenses in your user access policy filters, making it easier to target your intended users.

Previously, you were able to reference only one permission set, permission set group, or managed package license each.

Product Area: Security

Enhancement to User Access Policy Filters

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

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#SalesforceWinter24 – No. of Permission Set Groups a Permission Set is Assigned To

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#1MinuteTip #SalesforceWinter24 You can now see a count of how many permission set groups a specific permission set is included in.

Use this count to estimate the potential impact on your users before making a change to a permission set.

Product Area: Security

No. of Permission Set Groups a Permission Set is Assigned To

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceWinter24 – Easily Identify AppExchange Solution Types

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#1MinuteTip #SalesforceWinter24 It is now easy to identify the AppExchange solution type by looking at the solution type badge. This will help you determine which technology the solution extends and whether it meets your technical requirements.

For example, identify accelerators that extend Tableau or cartridges that extend Salesforce B2C Commerce.

Product Area: AppExchange

Easily Identify AppExchange Solution Types

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

Want to Receive these Tips in your Inbox?

Finding it overwhelming to keep pace with Salesforce’s new release features? Try our “1 Day 1 Tip 1 Minute” emails, where you are going to get 1 tip every day that won’t take more than a minute to read. To find out more and subscribe please click here.

#SalesforceWinter24 – Save Flow Without Configuring Some Elements

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#1MinuteTip #SalesforceWinter24 Now you can configure flows faster by saving flows before some elements are fully configured. With this update, Flow builder is taking its first steps to support saving a draft of a flow at any point in the building process.

Errors that previously prevented saving are now just warnings. You can save flows without fully configuring the Start elements in record-triggered flows and Create Records elements in all flows.

Product Area: Salesforce Flow

Save Flow Without Configuring Some Elements

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

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Need Help with Flows?

Need advice on Flows? I also offer advisory & consulting services on Salesforce Flows. So, whether you want to create new Flows or migrate existing automations (Workflow Rules, Process Builder, Triggers) to Flows, I can help you analyze, design, plan & review. To initiate a discussion, please submit the contact form here stating your requirement or book a 30-minute free discovery call at this URL.

#SalesforceWinter24 – New Flow Type – Data Cloud Triggered Flow

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#1MinuteTip #SalesforceWinter24 You can now start a Data Cloud-Triggered Flow based on changes in a data model object or calculated insight object. For example, you can update a Unified Individual’s loyalty status based on changes to their loyalty balance.

Product Area: Salesforce Flow

New Flow Type - Data Cloud Triggered Flow

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

Introducing Mastering Salesforce Flows Training Course

Liked this post? We are now offering a complete self-paced, video-based training course on Mastering Salesforce Flows. The course comes with downloadable step-by-step PDF guides, unlimited access, free upgrades, community discussion area, free preview and more. For more details, please click here.

Need Help with Flows?

Need advice on Flows? I also offer advisory & consulting services on Salesforce Flows. So, whether you want to create new Flows or migrate existing automations (Workflow Rules, Process Builder, Triggers) to Flows, I can help you analyze, design, plan & review. To initiate a discussion, please submit the contact form here stating your requirement or book a 30-minute free discovery call at this URL.

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