1. Patrick YANG
Salesforce Winter 24
Highlights

2. Report and Dashboard Enhancements

3. Report and Dashboard Enhancements
● Transfer Dashboard Ownership
● Preview Summary Formulas in Lightning Reports
● Report on Custom Permission Set and Permission Set Group Assignments
● See Who Has Access to Accounts from Manual Shares and Account Teams with Reports
● View Public Group Members with Reports

4. Transfer Ownership of Lightning Dashboards (Beta)
● Enable “Allow users to
change dashboard
owner (Lightning
Experience Only)”

5. Transfer Ownership of Lightning Dashboards (Beta)
● Cross-Object Validation

6. Visualize Lightning Reports with Summary Formulas
● When you select grouping options in the enhanced summary
formula builder, the preview image updates instantly to show
how the formula applies to the report. This feature was
previously available only in Salesforce Classic.

7. Report on Custom Permission Set and Permission Set
Group Assignments
● Create a custom report type, select Permission Set Assignment
as the Primary Object.

8. See Who Has Access to Accounts from Manual Shares
and Account Teams
● Create a custom report type, select Account Share as the Primary Object.
● See the account records that are shared manually or through account
teams in your Salesforce org and which users or groups have access to
them.

9. View Public Group Members with Reports
● Create a custom report type, select Group Member as the Primary Object.
● See all users, roles, roles, territories, and other groups. Create a custom
report type before building reports on public group members.

10. Flow Enhancedments

11. Flow Enhancements
● Custom Error Messages in Record-Triggered Flows
● Save a Flow Without Configuring Some Elements
● Transform Your Data in Flows (Beta)
● Screen Flow Components Retain Values After State Changes
● Wait for Conditions
● Reactive Screen Components (Generally Available)

12. Custom Error Messages in Record-Triggered Flows
● Cross-Object Validation
● Add error messages on page level and multiple fields at same time

13. Save a Flow Without Configuring Some Elements
● Configure flow components on the side pane instead of on pop out screen
● Auto-save components without complete the change
● Save the Flow without Configuring Some Elements

14. Transform Your Data in Flows (Beta)
● Map data from the source to the target
● Add transformation in the mappings

15. Screen Flow Components Retain Values After State
Changes
● Screen flows now retain values when a user resumes a paused flow,
experiences an input validation error, or returns to an earlier screen.

16. Wait for Conditions
● Available in schedule-triggered flows, auto-launched flows, and
orchestrations.
● Wait for conditions, Wait for Amount of Time, Wait Until Date

17. Reactive Screen Components (Generally Available)
● Change the screen flow game: the components you place on your screens
are now completely aware of what’s going on with other components on the
same screen.

18. Other things

19. Other things
● Set a Password or Expiration Date on a Public Link to a Salesforce File
● See What’s Enabled in a Permission Set More Easily (Beta)
● Manually Grant or Revoke Access with a User Access Policy (Beta)

20. Set a Password or Expiration Date on a Public Link to a
Salesforce File

21. See What’s Enabled in a Permission Set More Easily
(Beta)

22. Grant or Revoke Access with a User Access Policy (Beta)
● Enable User Access Policies (Beta) in User Management Settings
● Create User Access Policies to grant / revoke: Permission Set / Permission
Set Group / Permission Set License / Package License / Group / Queue
automatically (up to 20 actions)
● Policy can be automatically triggered or manually triggered

23. Thank You