We know there is going to be a Summer release, a Winter release, and a Spring release. The News component will also be removed from page layouts.Salesforce has fallen into a nice, easy to follow, three release per year cycle.

These tasks will need to be conducted manually. Once these features are retired, Salesforce will no longer prompt users with suggestions for account names and doesn’t fill out fields or add company logos automatically. This feature populated logos automatically to additionally reduce the process of filling out a Salesforce account. Furthermore, selecting an account that was suggested would triggure Salesforce to populate the record with all available data attached to the account such as name, website, phone number and address.Īutomated account logo features additionally went hand in hand with the feature above. But unfortunately are now being retired.Īutomated account fields and automated account logo features will be retired in all Salesforce orgs in Winter ’24 on October 13, 2023.Īutomated account fields suggested accounts as soon as information was being entered to reduce the time-intensive process of account field data entry. These automated features were introduced in 2021 to supercharge sales user productivity in Salesforce. Retirement Update: Automated Account Fields and Account Logo Features. The app is designed to help analyze and report on permission assignments, as well as provide an easy wizard to manage permissions.

User Access and Permissions Assistant reports now include more essential information such as users’ titles, profiles, and whether they’re active for a more accurate representation of data. If your business utilises the User Access and Permissions Assistant App, there are some new updates that will support orgs with a high number of users. User Access and Permissions Assistant (AppExchange App) For existing fields, you can modify the field-level security for all permission sets in the Object Manager. This process has now been simplified as it can now be set using permission sets.įor any new fields, you set the field level security on the permission set instead of the profile. Previously, field-level security was set via the profile. Promote best practice with Permission Setsįield-Level Security for Fields on Permission Sets Users can set their available times on the Meeting Settings page.Ħ. Reps can quickly add three meeting times as a suggestion to avoid negotiations.Įxecute this feature by composing an email for contacts or leads in the email composer, then click the scheduling icon to reveal the option to ‘Add Next 3 Available Times’. This removes the need for sales reps to email back and forth with customers to find a meeting time that works. Previously only available for Outlook and Gmail integration, the ability to offer three future meeting time suggestions is now available to be deployed within Lightning Experience. Propose Three Future Meeting Times in Lightning Experience Changing the search layout will streamline information search processes. Previously, typeahead search did not consider email messages and made emails harder to track and manage.įurther customisation of viewable fields can be adjusted in Setup under ‘Objects to Always Search’. New search capabilities included in this release expand the ability to find email messages that match a desired search subject. Find Email Messages Faster with Improved Searchesįinding email conversations or mentions just became a whole lot easier. If you need help utilising this flow template, get in touch. Track and Manage Data with Upgraded Email Abilities Help your Service Agents quickly link Contacts to CasesĪ new out-of-the-box flow template makes it easier for service agents to quickly link contacts to cases by matching the inbound email address and displaying it as an action and recommendation.

Salesforce critical updates