Top New Features in Summer ’24 Release: Sales Cloud in Lightning

Salesforce is always under constant innovation. The Summer ’24 Release for Sales Cloud in Lightning is here, with features designed to increase your productivity and close more deals than ever before. From automating tedious tasks to unlocking deeper customer insights, this release enables you to work smarter and focus on what truly matters: building relationships and securing those sales wins.  

This blog explores how the exciting new capabilities in the Summer ’24 Release are set to transform customer engagement and help you reap the full potential of your Sales Cloud in Lightning experience! 

1. Enterprise Territory Management Is Now Sales Territories 

Manage territories in the same manner as Enterprise Territory Management, but now under the name Sales Territories. The new name better represents key disciplines for designing and managing territories as part of your teams’ overall efforts around sales performance management. Most importantly, Sales Territories are not only for enterprise businesses! Read more.

2. Compensate Reps Based on Territory Coverage Dates 

Determine compensation for reps based on their territory assignment dates when those dates differ from the assignment dates entered into Sales Territories. Read more.

3. Focus on the Right Records and Personalize Your Workspace

Your sales reps do not need to wade through extra unwanted records. Instead, they can create a workspace to filter their records and focus only on the data they need. With a personalized, targeted workspace with fewer records, they can start work immediately. Read more.

4. Understand Downloaded User Connection Reports Quickly 

To improve readability, when you review connection reports from Einstein Activity Capture Status and Metrics, the terms of service field names have been changed to improve readability. In the CSV file for the report, the Terms of Services and Global Terms of Services fields are now named User Auth Terms of Service Accepted and Global Auth User Email Consent Status, respectively. Read more.

5. Save Time with More Actions in Pipeline Inspection 

Boost productivity with the power of standard and custom list view actions in Pipeline Inspection. You can update the close date of multiple deals, add opportunity products to opportunities, or even create quotes without leaving the Pipeline Inspection view. Select up to 200 records and update them in bulk instead of one at a time. Now, you can update multiple records to the same value inline. Read more.

6. Use Custom Fiscal Forecasts in Revenue Insights 

If your forecast types are configured with custom fiscal quarters or periods, you can use them in Revenue Insights. For example, you can look at the total amount of closed won opportunities for the custom fiscal period defined for your group. Read more.

7. Find Your Next Customer with Account Scoring 

Use trusted data and AI to find your next best customer and close your deal. Use scoring rules to identify the accounts that are most likely to buy. Use external and internal signals to calculate the Fit and Engagement scores, all powered by Data Cloud. Sellers get the right insights on time so they can direct their efforts toward nurturing the appropriate prospect. Read more.

8. Save Time with More Actions in the Intelligence Views 

Boost productivity with the power of standard and custom list view actions in the Account, Contact, and Lead Intelligence views. For example, send an email to an entire list of contacts; change ownership for multiple leads; or add a label to a group of accounts. Select up to 200 records and update them in bulk instead of one at a time. Now, you can update multiple records to the same value inline. We delivered this feature thanks to your ideas on IdeaExchange. Read more.

9. Organize and Find Records Easily with Personal Labels

Users can now apply their own labels to records to help them organize, track, and find the records they need quickly and easily. Add labels to records related to a region, project, campaign, or anything else that helps keep work organized. Labels that users add to records are separate from labels that are added to To-Do List items. Read more.

10. Share Edit Access for Record Collections with Other Users 

Need a colleague’s help creating a collection of all-time-best sales calls for new sales reps? It is now easier to update collections with others. You can share write permissions for record collections with different users or groups. Read more.

11. Create Contacts Automatically from Email and Calendar Interactions

Never create a contact from scratch again. You can also set a threshold to make or suggest contacts after mentioning them in your email activity three to ten times. Read more.

12. Return to Your To-Do List Exactly as You Left It 

The To-Do List now helps users pick up where they left off from the previous session by remembering their filters, sort order, and side panel visibility. Read more.

LevelShift guides you through the Sales Cloud Lightning Summer Release features to optimize your sales processes and drive success. Contact our Salesforce experts to learn more.