Confirmation Message When You Select the Multi-Select Picklist Field Type
You now see a confirmation message when you select the multi-select picklist field type when creating a custom field. The message reminds you to review the limitations of multi-select picklist fields before proceeding. We delivered this feature thanks to your ideas on IdeaExchange.
Where: This change applies to Lightning Experience and Salesforce Classic in all editions.
How: Multi-select picklists can be useful for user interface and data standardization. However, they provide limited reporting capabilities and can be difficult to use in automation and formulas. Use multi-select picklists only in specific situations where their use maximizes their benefits. This confirmation message ensures that you’re aware of potential issues when using this field type.
Fields
You now see a confirmation message that reminds you to review multi-select picklist field limitations.
- IdeaExchange Delivered: Confirmation Message When You Select the Multi-Select Picklist Field Type
You now see a confirmation message when you select the multi-select picklist field type when creating a custom field. The message reminds you to review the limitations of multi-select picklist fields before proceeding. We delivered this feature thanks to your ideas on IdeaExchange.
Reference Picklists, Groups, and Queues in User Access Policies (Beta) (salesforce.com)
You can now reference user picklist fields, groups, and queues in your policies’ user criteria filters, making it easier to automate your users’ assignments to package licenses, permission sets, and other access mechanisms. An improved user interface also makes creating and managing policies faster and easier. This feature continues to be available in beta in Spring ’24.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise and Unlimited editions.
How: To enable user access policies, from Setup, in the Quick Find box, enter User Management Settings, and then select User Management Settings. Enable User Access Policies (Beta). The improved user interface is enabled by default, but you can disable the Enhanced Interface for User Access Policies (Beta) setting.
To create or manage your user access policies, from Setup, in the Quick Find box, enter User Access Policies, and then select User Access Policies.
Reference Picklists, Groups, and Queues in User Access Policies (Beta) (salesforce.com)
Get Notified Before Deleting Permission Sets Assigned to Users
If you try to delete a permission set included in a permission set group that’s assigned to users, you now receive an error. You can only delete a permission set that isn’t assigned to users either directly or through a permission set group. Previously, this action wasn’t blocked, which allowed users to be assigned to empty permission set groups without enabled permissions.
Where: This change applies to Lightning Experience and Salesforce Classic in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions.
Get Notified Before Deleting Permission Sets Assigned to Users (salesforce.com)
Use Permission Set Groups in All Editions
To help you better manage your users’ permissions, permission set groups are available in all editions.
Where: This change applies to Lightning Experience and Salesforce Classic in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions.
Use Permission Set Groups in All Editions (salesforce.com)
Permissions
Permission set groups are available in all editions. You now receive a notification before deleting permission sets if they’re assigned to users via a permission set group.
- Use Permission Set Groups in All Editions
To help you better manage your users’ permissions, permission set groups are available in all editions. - Get Notified Before Deleting Permission Sets Assigned to Users
If you try to delete a permission set included in a permission set group that’s assigned to users, you now receive an error. You can only delete a permission set that isn’t assigned to users either directly or through a permission set group. Previously, this action wasn’t blocked, which allowed users to be assigned to empty permission set groups without enabled permissions. - Reference Picklists, Groups, and Queues in User Access Policies (Beta)
You can now reference user picklist fields, groups, and queues in your policies’ user criteria filters, making it easier to automate your users’ assignments to package licenses, permission sets, and other access mechanisms. An improved user interface also makes creating and managing policies faster and easier. This feature continues to be available in beta in Spring ’24.
Connect to Databricks (Generally Available)
Create a remote connection using the Databricks connector to sync data from Databricks to Data Manager.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions. This change also applies to Salesforce Data Pipelines in Lightning Experience. Salesforce Data Pipelines is available for an extra cost in Enterprise, Performance, and Unlimited editions.
How: Use Data Manager to create a Databricks connection. Add the Databricks personal access token, server, HTTPPath, and database values to the advanced properties for each connected object.
Connect to Databricks (Generally Available) (salesforce.com)
Connect to Amazon Athena (Generally Available)
Sync Amazon Athena data to Data Manager by creating a remote connection.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions. This change also applies to Salesforce Data Pipelines in Lightning Experience. Salesforce Data Pipelines is available for an extra cost in Enterprise, Performance, and Unlimited editions.
How: Use Data Manager to create an Amazon Athena connection. Add your AWS security credentials to the advanced properties for each connected object.
Connect to Amazon Athena (Generally Available) (salesforce.com)
Append Data Faster with Incremental Uploads (Generally Available)
Improve your data upload time when using the external data API by loading CSV files incrementally. By registering data faster, you can bring in more data to your existing datasets without causing the overall run time to grow exponentially.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
How: When using the Analytics External Data API to load data, set the mode to incremental.
Append Data Faster with Incremental Uploads (Generally Available) (salesforce.com)
Experience Better Recipe Error Messaging and Reliability
Your recipes are now more reliable and easier to troubleshoot. If an issue occurs, the error message helps you identify the problem and resolve issues faster. In addition, if a recipe requires more resources to run successfully, the resources are automatically increased after the first failure and the job is restarted. The need for increased resources is remembered for subsequent runs. Previously, you needed to open a support case to increase a recipe’s resources.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions. This change also applies to Salesforce Data Pipelines in Lightning Experience. Salesforce Data Pipelines is available for an extra cost in Enterprise, Performance, and Unlimited editions.
Experience Better Recipe Error Messaging and Reliability (salesforce.com)