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Public link update in Salesforce Winter ’24 release

 

Salesforce Winter ’24 includes an important update to public links, which are used to share Salesforce records with people outside of your organization. The update is designed to improve the security and reliability of public links.

What’s changing?

Starting in Winter ’24, all public links will be required to have a password or expiration date. This will help to prevent unauthorized access to your Salesforce records. You will also be able to set a custom domain name for your public links, which can help to improve your brand recognition and trust.

How to prepare for the change

To prepare for the public link update in Winter ’24, you should:

  • Review your existing public links: Identify any public links that do not have a password or expiration date. You will need to update these links before Winter ’24.
  • Update your public link settings: You can update your public link settings in the Setup menu. Under Security, select Public Links. Here, you can require a password or expiration date for all public links, and you can also set a custom domain name.
  • Educate your users: Let your users know about the upcoming change to public links. Explain why the change is happening and how it will impact them. You may also want to provide them with training on how to update their public links and how to use the new features.

Benefits of the public link update

The public link update in Winter ’24 offers a number of benefits, including:

  • Improved security: By requiring a password or expiration date for all public links, Salesforce is helping to prevent unauthorized access to your Salesforce records.
  • Increased reliability: Public links are now more reliable than ever before. You can be confident that your links will not expire unexpectedly, and that they will be accessible to the people you share them with.
  • Enhanced brand recognition: You can now set a custom domain name for your public links, which can help to improve your brand recognition and trust.

Overall, the public link update in Salesforce Winter ’24 is a positive change that will improve the security, reliability, and usability of public links. By following the tips above, you can prepare for the change and ensure a smooth transition.

To enable the expiration date and password feature in Salesforce Winter ’24 release, follow these steps:

  1. Go to Setup > Security > Public Links.
  2. Under Password and Expiration, select the Require a password or expiration date for all public links checkbox.
  3. Optionally, you can select the Require a custom domain name for all public links checkbox and enter your custom domain name.
  4. Click Save.

Once you have enabled this feature, all new public links that you create will require a password or expiration date. You can also edit existing public links to add a password or expiration date.

To add a password or expiration date to an existing public link:

  1. Go to the Public Links page.
  2. Click the Edit button for the public link that you want to edit.
  3. Under Password and Expiration, add a password and/or expiration date.
  4. Click Save.

Please note that this feature will be enabled by default in Winter ’24. If you do not want to enable this feature, you can disable it by deselecting the Require a password or expiration date for all public links checkbox on the Public Links page.

Here are some additional things to keep in mind when using the expiration date and password feature:

  • Passwords must be at least 8 characters long and must contain a mix of upper and lowercase letters, numbers, and symbols.
  • Expiration dates can be set for up to one year.
  • Public links will expire automatically if they are not accessed within the specified expiration period.
  • You can reset the expiration date for a public link at any time.
  • You can also disable the password or expiration date for a public link at any time.

 

Changing dashboard owner in Salesforce Winter ’24 release update

 

In the Salesforce Winter ’24 release, Salesforce is introducing the ability to change the owner of a dashboard. This is a long-awaited feature that will make it easier to manage dashboards and ensure that they are always up-to-date.

Who can change dashboard ownership?

To change dashboard ownership, you must have the following permissions:

  • View All Data or View My Team’s Dashboard
  • Edit Access to the folder where the dashboard resides

How to change dashboard ownership

To change dashboard ownership:

  1. Navigate to the Dashboards tab.
  2. Open the dashboard that you want to change the ownership of.
  3. Click the Change Owner button.
  4. Select the new owner of the dashboard from the list.
  5. Click Save.

What happens when you change dashboard ownership?

When you change dashboard ownership, the new owner will have full control over the dashboard. They will be able to edit, delete, and share the dashboard. The old owner will no longer have access to the dashboard.

Important things to note

  • You cannot change the ownership of a dashboard that is shared with a public group.
  • You cannot change the ownership of a dashboard that is used as a template for another dashboard.
  • If you change the ownership of a dashboard that is part of a dashboard pack, the dashboard pack will not be updated. You will need to manually update the dashboard pack to include the new owner.

Benefits of changing dashboard ownership

There are a number of benefits to changing dashboard ownership, including:

  • Improved dashboard management: Changing dashboard ownership makes it easier to manage dashboards and ensure that they are always up-to-date. For example, if a dashboard creator leaves the company, you can easily transfer ownership of the dashboard to someone else.
  • Increased collaboration: Changing dashboard ownership makes it easier to collaborate on dashboards. For example, you can transfer ownership of a dashboard to a team member who is responsible for the data that the dashboard is based on.
  • Improved security: Changing dashboard ownership can help to improve security. For example, you can restrict ownership of sensitive dashboards to a select group of users.

Overall, the ability to change dashboard ownership is a welcome addition to Salesforce. It will make it easier to manage dashboards, improve collaboration, and enhance security.

In the Salesforce Winter ’24 release, Salesforce is introducing the ability to create custom reports of custom permission set and permission set group assignments. This is a powerful new feature that will give you more visibility into who has access to what permissions in your organization.

How to create a custom report of custom permission set and permission set group assignments

To create a custom report of custom permission set and permission set group assignments:

  1. Navigate to the Reports tab.
  2. Click the New Report button.
  3. Select Custom Report from the list.
  4. Give your report a name and description.
  5. Select the Custom Permission Set Assignments or Permission Set Group Assignments report type.
  6. Add the fields that you want to include in your report.
  7. Click Run Report.

Your report will display a list of users and their custom permission set and permission set group assignments. You can use the filters and grouping options to customize the report to meet your needs.

Benefits of creating a custom report of custom permission set and permission set group assignments

There are a number of benefits to creating a custom report of custom permission set and permission set group assignments, including:

  • Improved visibility: Custom reports give you more visibility into who has access to what permissions in your organization. This can help you to identify potential security risks and ensure that users have the right permissions to do their jobs.
  • Increased compliance: Custom reports can help you to comply with industry regulations and standards. For example, you can use custom reports to generate a list of all users who have access to sensitive data.
  • Improved auditability: Custom reports can help you to improve the auditability of your security controls. For example, you can use custom reports to track changes to user permissions over time.

Overall, the ability to create custom reports of custom permission set and permission set group assignments is a powerful new feature that can help you to improve the security, compliance, and auditability of your Salesforce organization.

Here are some additional tips for using custom reports of custom permission set and permission set group assignments:

  • You can use custom reports to create a dashboard of key security metrics, such as the number of users with access to sensitive data or the number of users with elevated permissions.
  • You can use custom reports to generate alerts when changes are made to user permissions. This can help you to identify potential security risks early on.
  • You can share custom reports with other users in your organization. This can help to improve collaboration and awareness of security risks.

 

Custom error message through flow in Salesforce Winter ’24 release

 

In the Salesforce Winter ’24 release, Salesforce is introducing the ability to display custom error messages in flows. This is a powerful new feature that will give you more control over the user experience and help you to provide more informative error messages to your users.

How to display a custom error message in a flow

To display a custom error message in a flow:

  1. Add a Custom Error element to your flow.
  2. In the Error Message field, enter the error message that you want to display to your users.
  3. Connect the Custom Error element to the element in your flow where the error can occur.

When the error occurs, the Custom Error element will display the error message that you specified.

Benefits of displaying a custom error message in a flow

There are a number of benefits to displaying a custom error message in a flow, including:

  • Improved user experience: Custom error messages can help to improve the user experience by providing more informative and actionable error messages.
  • Increased compliance: Custom error messages can help you to comply with industry regulations and standards. For example, you can use custom error messages to provide specific instructions to users on how to correct an error.
  • Improved auditability: Custom error messages can help you to improve the auditability of your security controls. For example, you can track the number of times that a particular error message is displayed.

Overall, the ability to display custom error messages in flows is a powerful new feature that can help you to improve the user experience, compliance, and auditability of your Salesforce organization.

Here are some additional tips for displaying custom error messages in flows:

  • You can use merge fields to personalize the error message. For example, you can use the user.firstName merge field to include the user’s first name in the error message.
  • You can use conditional logic to display different error messages depending on the cause of the error. For example, you can display a different error message if the user does not have the required permissions or if the user has entered invalid data.
  • You can use custom error messages to redirect the user to a specific page or to open a support ticket. This can help to resolve the error quickly and efficiently.

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