Summer 24 Salesforce Customization Release Notes

Manage users more easily with the user access, public group, permission set, and permission set group summaries. Give record page users more of what they need where and when they need it with Lightning record page enhancements such as blank space support and visibility rules on individual tabs. Summer 24 Salesforce Customization Release Notes.

Thank you for reading this post, don't forget to subscribe!

Permissions and Sharing
Understand access in under five clicks with new summary pages for user access, public groups, permission sets, and permission set groups. User access policies are generally available.
- IdeaExchange Delivered: Get a Summary of a User’s Permissions and Access
  If you’ve wondered what permissions, public groups, or queues a user is assigned, you’re in luck. With the User Access Summary you can see this information directly from the user’s detail page, saving you time, clicks, and effort. There’s no need to run queries or look through each profile, permission set, public group, or queue when troubleshooting or managing access. We delivered this feature thanks to your ideas on IdeaExchange.
- IdeaExchange Delivered: See Where a Public Group Is Used
  Quickly find where a public group is used and the level of access its users get without running queries or clicking multiple features. For a specific public group, you can view the sharing rules an object is referenced in and the list views it’s shared with in the new Public Group Access Summary. You can also see the report and dashboard folders that the public group can access and the other public groups it’s included in. We delivered this feature thanks to your ideas on IdeaExchange.
- IdeaExchange Delivered: See What’s Enabled in Permission Sets and Permission Set Groups (Generally Available)
  It can be tricky to track all the permissions included in your permission sets and permission set groups. To make managing your users’ access easier, you can now see all enabled object, user, field, and custom permissions on one page. You can also see which permission set groups include the permission set and vice versa. This feature, now generally available, includes some changes since the beta release. The summary page has an improved interface, and we added the ability to see included custom permissions and permission sets in permission set groups. We delivered this feature thanks to your ideas on IdeaExchange.
- IdeaExchange Delivered: Automate and Migrate User Access with User Access Policies (Generally Available)
  Automate your users’ assignments to permission sets, package licenses, public groups, and other access features based on criteria that you set. Create policies that automatically grant or remove access whenever users are created or updated. Or, easily migrate large sets of users to a new access setup in a single operation. User access policies, now generally available, include some enhancements since the Spring ’24 release. You can now create 200 active policies, up from 20, and set the order in which active policies are run. We delivered this feature thanks to your ideas on IdeaExchange.
- Update the Order Field for Existing User Access Policies
  You can now specify which active user access policy is applied when a user meets the criteria for multiple policies by using the new Order field. Active user access policies created before Summer ’24 were given order values based on their last-update date, but editing the order values to fit your requirements is recommended. Manual policies that aren’t automated weren’t given order values.
- IdeaExchange Delivered: Allow Users to Freeze Users and Monitor Login History Without the Manage Users Permission
  You can now grant the ability to freeze and unfreeze users by using the Freeze Users permission. You can also allow users to view and download login history with the Monitor Login History permission. With this permission, a user can access the login history related list on user records and view data in Login History reports with relevant report permissions. Previously, you assigned the Manage Users permission to enable these features for users, but it includes additional capabilities. For users currently assigned the Manage Users permission, the Freeze Users and Monitor Login History permissions are enabled automatically. We delivered this feature thanks to your ideas on IdeaExchange.
Lightning App Builder
Use the new Blank Space component to customize field alignment on Dynamic Forms-enabled record pages. Show or hide individual tabs inside a Tabs component with visibility rules.
- IdeaExchange Delivered: Use Blank Spaces to Align Fields on Dynamic Forms-Enabled Pages
  Customize field alignment in Dynamic Forms field sections with the new Blank Space component. Find it on the Fields tab when viewing Dynamic Forms-enabled Lightning record pages in the Lightning App Builder. You can use a blank space on its own to separate fields vertically inside a field section. To further enhance the alignment of your field section content, you can also use a blank space in conjunction with the field section property Align fields horizontally. We delivered this feature thanks to your ideas on IdeaExchange.
- IdeaExchange Delivered: Set Conditional Visibility for Individual Tabs in Lightning App Builder
  Customize tab visibility in the Lightning App Builder according to your business needs. You can set the conditions to dynamically show or hide an individual tab in the Tabs component. This change applies to tabs on LWC-enabled record pages. We delivered this feature thanks to your ideas on IdeaExchange.
- Create Rich Text Headings in Lightning App Builder
  Customize rich text on your Lightning pages by giving it style values such as Heading 1 and Heading 2 using the new dropdown menu in the Rich Text component editor. Assigning rich text a Heading value also makes that text accessible for users viewing your Lightning page with a screen reader.
- See Fields in Compact Density When Configuring a Lightning Record Page
  The Compact density setting is now respected in Lightning App Builder preview on Dynamic Forms-enabled pages. When Compact mode is enabled, the height of fields in field sections is shorter.
Globalization
Enforcement of ICU Locale formats continues on a rolling basis. The Zimbabwe Gold (ZiG) currency is available in Salesforce. Stay up to date with ICU and JDK locale formats.
- Enable ICU Locale Formats (Release Update)
  To conduct business wherever you are, adopt the International Components for Unicode (ICU) locale formats. Locales control the formats for dates, times, currencies, addresses, names, and numeric values. ICU sets the international standard for these formats. The ICU locale formats provide a consistent experience across the platform and improve integration with ICU-compliant applications across the globe. When you enable this update, the ICU locale formats replace Oracle’s Java Development Kit (JDK) locale formats in Salesforce. This update was first made available in Winter ’20 and will be enforced on a rolling basis starting in Spring ’24.
- Conduct Business with New Zimbabwe Gold Currency
  To help support your customers in Zimbabwe, the Zimbabwe Gold (ZiG) is available in Salesforce.
- Review Updated Label Translations
  To improve accuracy and your users’ experience, we updated the translations for some standard object, tab, and field names for these languages: Chinese (Simplified), Danish, Dutch, Finnish, German, Greek, Hungarian, Japanese, Spanish, Spanish (Mexico), Norwegian, Russian, Slovenian, and Turkish.
- Evaluate the Impact of the Latest ICU and JDK Locale Updates
  Stay up to date with the latest locale formats from International Components for Unicode (ICU) and Oracle’s Java Development Kit (JDK). For ICU, the date formats changed for the language-only locale Thai. For JDK, there are changes to the date formats for Arabic (Saudi Arabia) and changes to the date, time, currency, and accounting formats for Serbian locales, Tagalog locales, and Chinese (Malaysia). Whether you use the ICU or the JDK format, we recommend that you evaluate the changes that affect the locales that you use. Then test your filters, code, and components as needed.
General Setup
Get explanations for formulas and fix syntax errors with Einstein for Formulas. Use a new step in the custom field creation wizard to automatically add new custom fields to your Dynamic Forms-enabled record pages. Block users with only the Manage Public List Views permission from seeing roles and role hierarchies when they edit public list views.
- Fix Formula Syntax Errors with Einstein for Formulas
  Einstein for Formulas now helps you fix syntax errors in a formula in addition to providing an explanation for a formula that’s used in Formula fields, default field values, and record validation rules. Create a formula or use an existing Salesforce formula in the Formula Editor and get an explanation generated. For any syntax errors in the formula, use the fixed formula suggested by Einstein.
- Add New Custom Fields to Dynamic Forms-Enabled Pages
  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.
- Enforce View Roles and Role Hierarchy Permission When Editing Public List View Visibility (Release Update)
  With this update, only users with the View Roles and Role Hierarchy permission can see or select from your organization’s list of roles when they edit public list view visibility. This update was first available in Spring ’24. If your organization doesn’t use roles, this update has no impact.
- Register More API Specifications with Support for YAML
  Register External Services-compliant OpenAPI 2.0 or 3.0 specifications with either JSON or YAML formatting. Previously, you could register only JSON-formatted specifications.
- Access More External Data Types with the Custom Adapter for Salesforce Connect
  Enhancements to the Apex Connector Framework help you connect your users to more external data when you develop your own custom adapter for Salesforce Connect. With support for more external object field types, your users can work with and search across a richer set of external data directly in Salesforce.
- See Required Fields at a Glance on Aura-Based Page Views
  When you create, edit, or clone records on Aura-based pages on a desktop, a message now tells you that fields with asterisks are required.
- Get Improved Accessibility in List Views
  Learn about small but important changes that make list views more accessible.
- Get Better Performance for List Views
  To improve performance and meet the latest accessibility standards, list views for custom objects now render with Lightning Web Components (LWC) instead of Aura. LWC, Salesforce’s newest framework, delivers your data faster and makes the latest features available for your list views. List views for standard objects, such as accounts, still render with Aura.
- See Record Fields in Two Columns on Tablets
  If you have Dynamic Forms on Mobile enabled, the Record Detail – Mobile and Field Section components now display fields in two columns when viewed on a tablet. Previously, fields in these components displayed in only one column when viewed on a tablet even if they were configured with two columns.
- See Dynamic Forms-Enabled Lightning Page Information for Custom Fields
  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. In the Where is this used? list, a link to a Lightning page associated with a FlexipageFieldInstance reference type correctly routes you to the details for that page. Previously, clicking a Lightning page link for a FlexipageFieldInstance reference type resulted in an error.