Top 12 Salesforce Summer 24 Flow Features

Here are my top 12 Summer 24 flow features in order of importance. Please note that some smaller items have been grouped under one heading.

Automation App

Manage Your Flows More Efficiently with the Automation Lightning App

View and monitor your flows in the Automation Lightning app, which is now available to all flow admins and other users that you grant access to. From the app, you can create flows or open any flow that you have permission to access in Flow Builder. New list views show your most recently modified flows and flow definitions that include errors. Search for flows using a keyword in the flow label. Filter or sort flows by type, progress status, last modified date, last modifying user, and associated record fields. Additionally, find a direct link to the Trailblazer Community and to relevant learning material on Trailhead.

The automation app needs to be enabled under process automation settings in setup via a checkbox.

Organize Your Flows Based on Categories and Subcategories That You Define

Group your flows into categories and subcategories with two new fields on the flow record Details page. Use these fields to create custom list views of your flows in the Automation Lightning app.

It is important to note that these fields are Text(255) and are not searchable on the automation app list view. They are not visible in flow setup view.

Let Einstein Build a Draft Flow for You

Reach your automation goals with Einstein by describing what you want to automate and letting Einstein generative AI handle the heavy lifting. From the description you provide, Einstein creates a draft flow with elements and resources to get you started.

Einstein now builds simple flow drafts for you. This feature is expected to be generally available (TBC).

Collect User Input to Build a List of Records from a Screen (Generally Available) – Repeater

Collect information about multiple items of the same type on a screen with the Repeater component. For example, use a Repeater component to gather details about beneficiaries on an insurance policy. Users can add as many beneficiaries as needed on the screen. You can then loop through the list of beneficiaries to create records.

Previously reserved for form solutions that work with Salesforce, this feature will be very useful for many orgs.

Transform Your Data in Flows (Generally Available)

Modify your data into the shape that fits your business process with the new Transform element in Flow Builder. Mapping tips help you avoid errors before you save your flow. Previously, you received errors for the Transform element only when you saved the flow.

Transforming collections without the need to loop will be a game changer.

Configure Conditions More Easily with Is Blank and Is Empty Operators in Flows

Use the Is Blank operator in a condition to check whether a text value contains no characters or only white space. For data type values other than text values, the Is Blank operator checks whether values are null. Previously, you used the Equals operator and the Blank Value (Empty String) global constant. To check whether a collection is empty, use the Is Empty operator. Previously, you added the Assignment and Decision elements to check the collection size.

Checking for these has always been very confusing in the flow builder. Especially checking collections for null has been an inconsistent and problematic experience. This is a welcome improvement.

Debug Scheduled Flows More Successfully

New options are available when debugging scheduled flows. You can skip the start condition requirements for the flow. You’re no longer restricted to using the first available record to debug. Instead, you select the specific record on which to run. You can also test multiple scenarios by selecting different triggering records to see whether a record runs.

Previously, I used workarounds to point the flow to the desired debug record. This is a very much needed improvement.

Check for Duplicates Before Creating Records in a Flow

To prevent duplicate records, check for records that match a set of criteria in the Create Records element. Also specify whether to skip or update matching records. If you choose to skip matching records, the flow doesn’t create or modify any records. If you choose to update matching records, the flow modifies the records with the values that you provide.

This feature does not work with the matching or duplicate rules set up in your org.

Update Choices on a Screen in Real Time with Reactive Collection Choice Sets

Screen components that accept Collection Choice Set resources as inputs can now react to changes in other components on the same screen. For example, you can now use the output of a Data Table component to populate a collection choice set resource, and then use that resource to configure a Choice Lookup component on the same screen. Each time a user updates a selection in the Data Table component, the Choice Lookup component reflects the change. Previously, collection choice set resources couldn’t react to changes on the same screen.

This opens up new possibilities when building reactive screen flows.

Use Threading Tokens in Emails

Now even automated emails support the new token-based threading. To securely link email replies to the correct record, place a threading token in the email’s subject or body.

Lock and Unlock Records with an Action

Worried about someone updating a record when you’re updating it in a flow? Use the Lock Record action in a flow’s Action element to lock or unlock a record and specify who can edit the record while it’s locked.

Performance

Improve Scheduled Flow Performance with Updated Limits

Update your scheduled flow API to API version 61.0 to take advantage of the changed asynchronous limits. This change provides a better automation experience for complex flows.

E.g., the limit for asynchronous SOQL is 200, when it is 100 on the synchronous side.

Have Unlimited Paused and Waiting Flows

Salesforce removed the per-org usage-based limit for paused and waiting flow interviews.

User Interface

Empower Users to Fill in Addresses More Quickly with the New Search Field in the Address Screen Component

Include a search field powered by Google Maps in the Address screen component. When the user selects an address in the search field, the flow populates the address fields. Salesforce delivered this feature thanks to your ideas on IdeaExchange. Address inputs can now be set to require user entry. Now you can update Records Using the State and Country ISO Codes Selected in the Address Screen Components.

Restrict User Input on Screen Components with the Disabled and Read Only Fields

Use two new fields to specify how users interact with screen components. When the Disabled field is set to true, users can’t navigate to, copy, or modify any fields in the component. A gray background appears on the input fields in the component to provide users with a visual cue. When the Read Only field is set to true, users can’t modify any fields in the component. However, they can navigate to and copy values.

Find the Type of Automation to Build with Ease

Now it’s easier to find the type of flow or orchestration you want to build. Instead of scrolling through all types and templates in one window, you’re prompted to decide whether you want to start from scratch or use a template. The next window shows only relevant information, based on what you selected on the previous window. 

Find and Select Flow Resources More Easily in More Elements

With this update, Flow Builder extends enhanced resource selection to the Collection Filter, Collection Sort, Decision, Loop, Subflows, Recommendation Assignment, and Orchestration Stages and Steps elements. It’s also available in Actions that don’t have custom property editors. This enhanced selection is available only where an expression builder isn’t present with the exception of the Decision element.

Use the Enhanced Action and Subflow Panel in Flow Builder

Flow Builder Action and Subflow panels now replace the existing Flow Builder Action and Subflow window for browsing, selecting, and configuring invocable actions and creating HTTP Callout actions. Easily use the search bar functionality to browse by Category and Custom Action Type.

Beta

Run and Use the Results of an Autolaunched Flow on the Same Screen with the New Action Button Component (Beta)

Add an Action Button component to a flow screen to run and retrieve information from an active autolaunched flow without leaving the screen. The component renders a button that invokes the flow when clicked. For example, create a screen that includes a Lookup component that enables a user to search for and select a Contact record. Add an Action Button component to the screen to launch a flow that retrieves the Account, Case, and Opportunity records associated with the Contact record and populates other fields on the same screen. The user doesn’t have to navigate away from the screen to run the flow.

This feature is very promising. I am looking forward to the release where this will be made generally available.

Let me know your opinion in the comments.

Watch the YouTube video walkthrough of the new features below.

Check out this related content:

Salesforce Flow: A Comprehensive Guide to Getting Started

What “End of Support” Means for Your Workflows and Processes


Comments

4 responses to “Top 12 Salesforce Summer 24 Flow Features”

  1. Brian Springman Avatar
    Brian Springman

    Great summary. Thanks for posting!

    1. Thanks for reading.

  2. […] Top 12 Salesforce Summer 24 Flow Features […]

Leave a Reply

Discover more from Salesforce Break

Subscribe now to keep reading and get access to the full archive.

Continue reading