Salesforce has been focusing on its services for specific industries and its Winter 24 release for manufacturing is no exception. It has included automation for warranty claim adjudication processes and more support for social impact measurement and contract lifecycles.

Overall, Salesforce’s Winter 24 release for manufacturers has several changes that benefit B2B manufacturing sales, service, IT, and marketing teams. Salesforce can be an excellent tool for manufacturers and can benefit many aspects of operations: information security, customer service, territory-based B2B sales, and more. We’re covering the top features below:

Leads Added to Territory Assignment

Prior releases of Salesforce for manufacturers only allowed the categories of Accounts and Opportunities to be assigned on a territory basis. In the Winter 24 release, admins can assign territories to Leads.

Assigning territories to leads enables you to measure territory potential by lead volume. There’s no longer any need to establish complicated lead sharing rules.

This new feature will also make it easier to track marketing ROI and assign sales reps more easily based on your existing or planned territory system. Adding leads to territory assignment will also help to plan targeted email campaigns, and monitor lead-to-conversion performance by territory.

Broadcast Settings: Incident Management And Service Improvements

Salesforce’s Winter 24 release now supports sharing of incident updates with customers at scale. Some of the advantages of this update include:

• Notifying customers of incidents proactively using email list functions.
• Informing leadership, stakeholders, agents, and others of incidents in a timely, accurate manner.
• Setting up site banners on broadcast sites quickly and easily.
• Controlling access to broadcast communications by user.
• Managing incident contact lists to comply with contractual and government or agency requirements.

The release also supports assigning and responding to customer contacts on your help center sites. Overall, the upgraded incident management feature will let you put data related to incidents, easily broadcast messages to the desired audiences, and automate email templates for incident responses and rapid communication.

Administrators Have Enhanced Cloud Site Security

The Winter 24 release of Salesforce for manufacturing has enhanced health check settings that can support administrators in their quest for improved site security. These improvements strengthen the overall security health check and portal health check. Within the checks, admins will find they have options to create compliant security settings in many areas of operations.

Critically, the enhanced health check settings now include the ability of administrators to assign a specific number of objects that guest users have the ability to read and edit. This release gives you more control over CRUD (create, read, update, delete) records and offers you increased security over guest users and their abilities.

It’s recommended that admins run a security health check following the Winter 24 release. The enhanced settings and controls will make the process simpler and more effective.

Dynamic Form Upgrades On Hundreds Of LWC-Enabled Objects

You enhance your page performance and create dynamic, flexible pages for your users that show them the data they need when they need it. Prior releases only supported Dynamic Forms on custom objects and a few standard objects. The Winter 24 release now supports hundreds of LWC-enabled standard objects.

You’ll be able to determine if the Dynamic Form upgrade is supported by opening a record page in App Builder. If it shows you that Dynamic Forms is supported, you’re good to go. If not, the page won’t show the Dynamic Form upgrade option.

It’s recommended that you move your page layouts to Dynamic Forms to support both security and efficient page creation. This is one area where CLOUDSTREET services can assist, helping to eliminate any conflicts due to security and permissions as you continue to develop your pages and processes.

Reactive Screen Flows Now GA

The Summer 23 release included a Beta version of reactive screen flows, and now it’s generally available (GA). You can configure standard screen components or custom Lightning Web Components to react to changes on the same screen instead of having to place the reaction on the next screen.

To enable this function for API versions 57.0 and 58.0, you can select “Enable Reactive Components For Screen Flows” for these APIs in the Process Automation Settings Page.

This feature will allow you to help your users to dynamically select radio buttons based on dynamic components. They can also run price comparisons based on dynamic components. The flexibility and power of this new feature is a real game changer and will upgrade user experiences and workflows.

Tracking User Engagement By Using Google Analytics 4 (LWR)

Google’s move away from Universal Analytics to Google Analytics 4 has had benefits for site integration, particularly in no-code environments. Salesforce’s Winter 24 release makes it easier for marketing teams to track activity on customer and partner portals.

The complexity of this feature means that you will likely need to work with developers. For example, a Salesforce implementation partner like CLOUDSTREET can help to leverage the powerful new capabilities resulting from the change to Google Analytics 4 and integrating it with your pages.

Manufacturers Can Optimize Their Salesforce Cloud Tech

CLOUDSTREET Services can help you to customize your Salesforce technology and make the most of the Winter 24 release and other upgrades that Salesforce releases. Winter 24 release contains a number of new features that can support B2B manufacturing admins, marketing pros, and IT support and security functions.