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.

Permissions (salesforce.com)

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)

Trigger Recipes to Run When an External Connection Syncs or a CSV Uploads

Set your event-based recipe schedules to run when an external connection syncs or a CSV upload finishes. Instead of being limited to one event for your trigger, you can select multiple events. Create a recipe schedule to run after a local connection syncs and after an external connection syncs, keeping your recipe up to date regardless of the input source.

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: On the Recipes page in Data Manager, select Schedule from the recipes options menu. Under Schedule Mode, select Event-based. Select one or more options in the Run Schedule After list.

Trigger Recipes to Run When an External Connection Syncs or a CSV Uploads (salesforce.com)

Get More Usage Information in Data Manager

Manage your data limits with more statistics on the Data Manager Usage page. New usage information includes the number of external uploads and the total number of dataflow and recipe runs in a rolling 24-hour period. You can also see the monthly count of rows output by recipes.

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.

Get More Usage Information in Data Manager (salesforce.com)

Audit Details of Running and Canceled Data Prep Jobs

Enhanced data prep job information provides details for data prep jobs that are running off schedule or why they were canceled. Now you can see when each job started, who started it, and if a job was canceled, who canceled it and when. You can also view the last person who scheduled or unscheduled a recipe or connection in the job scheduler.

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: In Data Manager, on the Jobs Manager page, click the job ID to view the details.

Audit Details of Running and Canceled Data Prep Jobs (salesforce.com)

Control Your Data Prep Concurrency Allocation

Allocate your dataflow concurrency towards recipe jobs to meet your orchestration needs. For example, instead of being limited to running two dataflows and one recipe at a time, you can share dataflow concurrency towards recipes and run three recipes at the same time.

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.

Who: Concurrency allocation is available to users with a CRM Analytics Plus license and the CRMA Analytics Plus Admin permission set.

How: From Setup, in the Quick Find box, enter Analytics, and select Settings. Select Enable concurrency limit sharing between dataflows and recipes and save.

The capacity for individual concurrent dataflow or recipe runs in your org hasn’t changed, but how you use that capacity is now flexible. You can concurrently run three recipes and no dataflows, two recipes and one dataflow, or one recipe and two dataflows.

Enabling concurrency limit sharing can affect your scheduled dataflows and recipes if they or other jobs are already using available slots.

Control Your Data Prep Concurrency Allocation (salesforce.com)