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Salesforce Summer ’24 Release: Create Rich Text Headings in Lightning App Builder

The Salesforce Summer ’24 Release has brought a plethora of exciting features designed to enhance user experience and boost productivity. Among these features is the ability to create rich text headings in Lightning App Builder. This new capability allows users to add stylized and formatted headings, making their Lightning pages more engaging and easier to navigate.

What is Lightning App Builder?

Before diving into the new feature, let’s take a quick look at what Lightning App Builder is. Lightning App Builder is a point-and-click tool that allows Salesforce users to create custom pages for the Salesforce mobile app and Lightning Experience. Users can customize the layout and design of their pages, adding various components like lists, charts, forms, and now, rich text headings.

Introducing Rich Text Headings

The rich text heading feature allows users to add headings with rich text formatting options to their Lightning pages. This means you can now include bold, italic, underlined text, as well as different font sizes, colors, and even hyperlinks. These headings can help organize and highlight important sections on your pages, making them more visually appealing and user-friendly.

Key Features of Rich Text Headings

1. Customizable Formatting: Use various formatting options to make your headings stand out. Apply bold, italic, or underline styles, change font sizes and colors, and add hyperlinks to provide more context or navigate to other pages.

2. User-Friendly Interface: The rich text editor is intuitive and easy to use, even for those who are not familiar with HTML or CSS. This ensures that any user, regardless of technical expertise, can create visually appealing headings.

3. Enhanced Navigation: Well-formatted headings help users quickly find the information they need, improving overall navigation and user experience on your Lightning pages.

How to Use Rich Text Headings in Lightning App Builder

Using rich text headings in Lightning App Builder is straightforward. Here’s a step-by-step guide:

1. Open Lightning App Builder:

   – Navigate to the Lightning App Builder from the Salesforce Setup menu.

2. Select a Page to Edit:

   – Choose an existing Lightning page to edit or create a new one.

3. Add a Rich Text Component:

   – From the component palette, drag the “Rich Text” component onto your page layout where you want to place the heading.

4. Edit the Rich Text:

   – Click into the rich text component to open the rich text editor.

   – Enter your heading text and use the formatting options to style it as desired. You can make the text bold, italic, change the font size and color, and add hyperlinks.

5. Save and Activate:

   – Once you are satisfied with the heading, save your changes.

   – Activate the page so that the new heading is visible to users.

Example Use Case

Imagine you are creating a custom sales dashboard in Lightning App Builder. You want to clearly separate different sections of the dashboard such as Sales Performance, Lead Generation, and Opportunities. Using rich text headings, you can create visually distinct headings for each section, making the dashboard more organized and easier to navigate.

For example:

Sales Performance: Add a bold, large-font heading in a striking color to highlight this crucial section.

Lead Generation: Use italics and a different color to differentiate this section from others.

Opportunities: Include a hyperlink in the heading to navigate to a detailed opportunities report.

Benefits of Rich Text Headings

1. Improved Readability: Well-formatted headings break up the text and make it easier for users to scan and find relevant information quickly.

2. Enhanced Visual Appeal: Stylish headings contribute to a more professional and polished look for your Lightning pages.

3. Better User Experience: Clear and distinct headings improve overall navigation and usability, helping users accomplish their tasks more efficiently.

Conclusion

The ability to create rich text headings in Lightning App Builder is a powerful enhancement in the Salesforce Summer ’24 Release. It empowers users to create more organized, visually appealing, and user-friendly Lightning pages. Whether you are a Salesforce admin, developer, or business user, this new feature will undoubtedly help you build better experiences for your Salesforce users.

Explore the rich text heading feature today and start transforming your Lightning pages with engaging and informative headings.

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New User Management Features in Salesforce Summer ’24 Release

In this article, we’ll discuss the importance of user management processes, highlight the built-in functionalities you can utilize, and explain how recent enhancements can improve workflow efficiency for all users.

1. General Availability of User Access Policies

User access policies have transitioned from beta to general availability, offering a powerful tool for automating user permissions and memberships. Admins can now automatically assign or remove permission sets, permission set groups, queue or group memberships, and various licenses based on specific user criteria. This can be done as a one-time action or set as an ongoing automation triggered by user creation or updates.

The Summer ’24 release significantly increases the number of active policies from 20 to 200, accommodating a wide range of organizational scenarios. Additionally, admins can now set the order of policies, providing more control and ensuring efficient orchestration. The access changes tab allows for easy auditing of changes made by these policies.

2.User and Public Group View Summaries

Responding to feedback from the Trailblazer Community, Salesforce introduces the View Summary button for user records, simplifying the process of checking user access. This feature consolidates object and field permissions, user permissions, public group memberships, queue memberships, and custom permissions into one accessible view.

A similar summary view is now available for public groups, displaying where each group is used within your org, including sharing rules, list views, report, and dashboard folders. This enhancement significantly reduces the time and effort required to manage user and group permissions.

3. Permission Set and Group View Summaries

The View Summary feature has now been expanded to include permission sets and permission set groups, improving user experience and navigation efficiency. Previously available in beta, this feature is now generally available in production orgs. It allows admins to swiftly access comprehensive details such as related permission set groups, object and field permissions, user permissions, and custom permissions.

By consolidating all this information onto a single page, managing permission sets and groups becomes significantly easier and faster, eliminating the need to navigate through multiple sections.

4. New Permissions for User Management

To improve security and limit extensive permissions for non-admin users, Salesforce introduces two new user-specific permissions: Freeze Users and Monitor Login History. Previously, these actions required the Manage Users permission. With the Summer ’24 release, these capabilities are now separate, allowing for more granular control.

These new permissions are accessible in the System Permissions section of your permission sets, providing flexibility in user management without compromising security.

5. Dev Sandbox Management Permissions

The Summer ’24 release introduces a new permission specifically for managing Developer and Developer Pro sandboxes. The Manage Dev Sandboxes permission restricts sandbox manipulation capabilities, ensuring that full and partial copy sandboxes remain under the control of a limited number of admins. The traditional Manage Sandboxes permission will still be available but should be reserved for more extensive sandbox management tasks.

Conclusion

The Summer ’24 Salesforce release significantly enhances user management capabilities, providing admins with more control, efficiency, and security.