In Winter '24, Salesforce is flourishing with a host of innovative features
By Priyanka Uppala
Create Custom Error Messages in Record-Triggered Flows
Use the new Custom Error Message element to create targeted error messages for your end users to explain what went wrong or how to correct it. The error messages display in a window on the overall record page or as an inline error on a specific field. The associated record change is rolled back. Error messages can be created for before-save and after-save flows. We delivered this feature thanks to your ideas on IdeaExchange.
This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
When a user performs an action like deleting a record that triggers a flow, sometimes the flow runs into an error. Before, when the flow failed, it wasn’t possible to display a specific error message to the user. Now you can inform the user exactly what caused their operation to fail, so they can fix the problem and try again.
Add a Custom Error Message element (1), choose where to display the error message (2), and enter the error message text (3).
Flow canvas with the Custom Error Message element and the details pane to configure the element.
Save Time with Mass Quick Actions on Related Lists
Use the power of quick actions on related lists, now generally available, to help your users create and update related records with ease. Streamline data entry by configuring quick actions with predefined field values and action layouts that include only the most important fields. And add quick actions directly on the related lists, right where users need them. Your users can create related records for items in the list without leaving the page. Or they can perform mass updates on up to 100 related records at once. We delivered this feature thanks to your ideas on IdeaExchange.
This change applies to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
You can add quick actions on a related list in one of two ways. In this release, only Create a Record and Update a Record quick actions are supported.
To add quick actions from the Lightning App Builder, add or select the Dynamic Related List - Single component on the record page. In the properties pane, select Show list view action bar, and then click Add Action.
To add quick actions using the page layout editor, from the object management settings for the parent object, open the page layout. Double-click to open the related list properties, expand the Buttons section, and select the quick actions that you want to add. Then, set the related list type to Enhanced List from the parent record page in the Lightning App Builder.
Now the related list includes the quick actions that you added (1), and users can apply the actions to the records that they select (2).
Migrate to Hyperforce with Hyperforce Assistant
You can migrate to Hyperforce with help from Hyperforce Assistant. The assistant is now generally available for production and sandbox orgs. View the updated Hyperforce region availability map on the Learn page. Additionally, the hard-coded references and connectivity checks in the Prepare phase have been updated to provide you with a better overall experience.
Hyperforce Assistant is available in Lightning Experience in all editions.
Report on Custom Permission Set and Permission Set Group Assignments
To help you manage your users, create a custom report type and build reports on custom permission set and permission set group assignments. See all users assigned to a specific custom permission set or permission set group. Or, use the report to review an individual user’s assignments. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: From Setup, in the Quick Find box, enter Report Types, and then select Report Types. Select Permission Set Assignment as the primary object. After you deploy the custom report type, users can select it when building reports.
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