Salesforce Summer ‘24 release
The Salesforce Summer ’24 release is around the corner, and it’s shaping up to be an exciting update, especially with enhancements across Salesforce Nonprofit Cloud, the user interface, and the powerful automation tool Flow. As a Salesforce customer, you benefit from three yearly updates, ensuring your system always has the latest features.
Current Accent customers—your Solution Success Manager will guide you through this release and ensure you make the most of the new features. If you are not an Accent client, learn why nonprofits and associations need managed services.
Key dates and actions
April 18: Developer Editions for the Summer ’24 release become available. This is your chance to explore new functionalities early.
April 24: Release notes will be available, providing a detailed look at the updates organized by area, helping you focus on what matters most to your organization.
May 9 (before 5:00 PM PT): Remember to refresh your sandbox to access the Summer ’24 preview.
May 10: Sandbox preview starts. This is the perfect time to test your configurations against the new release.
May 17, June 7, June 14: The updates go live in production. Check the Maintenance Calendar to see when your org updates (here’s how to do so).
Summer ‘24 release highlights
User interface
Salesforce continues to enhance the end-user experience, particularly with Dynamic Forms. These forms will soon replace traditional page layouts, allowing for dynamic data display based on user permissions or specific record data, such as showing corporate-specific tabs when the Account Type is “Corporation.”
Nonprofit Cloud enhancements
Fundraising
- Custom giving scores: You can now create and automate custom giving scores for each donor based on Recency, Frequency, and Monetary values, aiding in targeted campaign efforts.
- Gift acknowledgements and receipts: Easily generate and store transaction and end-of-year gift acknowledgements either individually or in bulk.
- Store and track multiple addresses for constituents: this gets to feature parity with the Nonprofit Success Pack (NPSP) and allows users to track seasonal housing of their constituents
- Track campaign success with source codes on Marketing Cloud Growth Campaigns: updates to the new edition of Marketing Cloud Growth allows marketers to leverage Salesforce’s Outreach Source Codes directly from within Marketing Cloud
Program management
- Remove participants from upcoming scheduled sessions: this release lets you remove participants in bulk from upcoming scheduled sessions, saving program officers time when participants opt out of future sessions.
- Group Program Participants into cohorts: this gets to feature parity with the Program Management Module (PMM) providing program officers the ability to group participants by cohort, such as the Spring 2024 Cohort, for reporting and additional segmentation
- Get a comprehensive view of your program delivery with a Program Management Home Page. This update provides an out of the box home page that is specifically designed for program staff to monitor the health of their programs.
Grantmaking
- Effortlessly launch complex grant applications: Summer ‘24 serves up the ability to quickly stand up complex grant applications, allowing grantmaking organizations a quicker lead time to create repeatable applications for grantmakers, speeding up your ability to award grants to organizations and individuals who need funding the most.
- Measure the impact and success of grants with Outcome Management: this release allows grantmakers to leverage standard Outcome and Indicators features and functionality that are already available for program and case management.
- Securely collaborate on grantmaking application sections: grantseekers can now invite teammates from their organization to collaborate in real time on grant applications.
Flow improvements
Salesforce’s declarative automation tool, Flow, introduces several significant updates:
- Transform action: Now generally available, this feature allows admins to transform data in bulk or per record without the performance issues associated with previous versions.
- Repeater element: Also now generally available, this tool simplifies the user experience by enabling actions on multiple records within a single screen flow, enhancing admin and consultant efficiency.
- Field conditionality in screen flows: Fields on forms can now be conditionally disabled or set to read-only, ensuring better data integrity and a more streamlined user experience.
Stay tuned for more updates, and feel free to reach out if you have any questions or need assistance with the new features!