The latest Salesforce Summer ’24 Release is now available, with rollout planned for all organizations by June 14th 2024. This release brings a mix of updated and new features sourced from the Salesforce Idea Exchange, alongside expanded functionalities for the Salesforce Nonprofit Cloud (NPC) suite, covering Fundraising, Programs, Case Management, and Grantmaking.
What Are the New Release Features?
In this article, we’ll focus on four key highlights for Systems Administrators and dive into the NPC updates that we find particularly noteworthy and beneficial. Our top picks include customizing the visibility of Tabs through new filters, seamlessly accessing summarized User Permissions, and enhancements to Addresses and Choices within Flows.
1. Set Conditional Visibility for Individual Tabs in Lightning App Builder
This extends conditional visibility to use attributes like fields on the record or user permissions to dynamically show or hide tabs on a Lightning Record Page, cutting down on the number of Lightning Record Pages you may need to manage.
2. Get a Summary of a User’s Permissions and Access
This update will help in setting up Security & Sharing and troubleshooting during testing, requiring fewer clicks to review a particular User’s Permissions and Access.
3. Screen Flows
a. Empower Users to Fill in Addresses More Quickly with the New Search Field in the Address Screen Component: This allows end users to search Google for addresses for quick selection in a screen flow, just like they can on an Account or Contact page.
b. Require User Input in the Address Screen Component: This feature equips admins with the ability to force a user to enter values for address fields before moving on in a screen flow.
c. Update Records Using the State and Country Codes Selected in Address Screen Components: This enables admins to map and use ISO codes instead of text names for States and Countries.
d. Update Choices on a Screen in Real Time with Reactive Collection Choice Sets: This allows a Flow to dynamically control which Choices are available based on values in other components on the same screen, cutting down the number of screens needed in your flow.
Salesforce NPC Updates
The Summer ’24 release also includes some improvements in Nonprofit Cloud.
1. Fundraising: One of our favorite updates includes the addition of Recency, Frequency, and Monetary (RFM) scoring for better donor segmentation, reporting, and list building. Other features include generating personalized gift acknowledgments, adding multiple addresses, creating recurring gift entries, and updating commitments in batches using the Business Process API.
2. Program Management: This release improves efficiency by removing participants from multiple sessions at once, and introduces cohort grouping of program participants for cohort analysis and individual progress tracking. Other updates include a redesigned home page with quicker access to referrals, program, and benefit snapshots.
3. Nonprofit Cloud for Grantmaking: Updates include securely collaborating on grantmaking application sections to improve application quality, easily adding grantmaking permission sets to simplify access management, and tracking outcomes and indicator assignments at the funding opportunity level to measure success.
Conclusion
The Summer ’24 Release makes the life of Systems Administrators easier with quick access to user permissions, Tab display filters, and Flow enhancements. There are some interesting NPC functionality updates, opening up more features for Fundraisers, Program Managers, Case Managers, and Grant Managers. Want to dive deeper? Check out the Salesforce Summer ’24 Release Notes, and get in touch if you have any questions. Our team of Salesforce experts will be happy to assist you and provide further guidance.