Salesforce Winter ‘24 Release: What Nonprofits Need to Know

As we approach the Winter ’24 release in the Salesforce ecosystem, the excitement is palpable. With Dreamforce and the Winter ’24 release coinciding within the same 30-day period, nonprofits using Salesforce have important preparations to make. In this blog post, we’ll guide you through what you need to know to ensure a seamless transition and maximize the benefits of the upcoming release.

Salesforce Winter ’24 Release Dates:

Mark your calendars for the Salesforce Winter ’24 release date. The release date varies depending on your instance of Salesforce, but the main release weekends are scheduled for:

• September 2, 2023
• October 7, 2023
• October 14, 2023

To find the precise date for your production instance upgrade, visit Salesforce Trust, locate your instance name, and click on “Maintenance.” This will display the date when the Winter ’24 release will roll out to your organization. For those unsure about their instance, head to “company information” within the “Setup” section of your Salesforce account. 

Salesforce Winter ’24 Release Notes:

Anticipation has been building for the official “Salesforce Release Notes,” which offers the first glimpse of features and upgrades across the Salesforce suite of products. You can access the release notes for Nonprofit Cloud here. 

Upcoming Features for Nonprofits:

Nonprofits have exciting developments on the horizon with Salesforce. Announced during the nonprofit keynote at Dreamforce, two crucial functionalities are set to enhance nonprofit operations.

Nonprofit Cloud for Fundraising:

The fundraising functionality within Nonprofit Cloud equips major gift officers with the tools they need for effective portfolio management. The Fundraising Portfolio Manager allows access to donor prospects, relationship tracking, and capacity, affinity, and propensity evaluation. AI-driven features, including personalized gift proposal generation with Einstein, streamline fundraising while maintaining data security through the Einstein Trust Layer.

Nonprofit Cloud for Outcome Management:

Nonprofit Cloud’s Outcome Management functionality empowers organizations to define and track outcomes aligned with their mission. This feature simplifies outcome indicators’ definition, streamlines information sharing among team members, and allows nonprofits to measure their impact more effectively. By creating dynamic assessments and linking outcomes to programs, nonprofits can amplify their mission’s impact.

Top 5 Features of the Salesforce Winter ’24 Release:

To help nonprofits prepare for the Salesforce Winter ’24 release, here are our top 5 features to look forward to:

• Custom error messages in record-trigger flows: Create targeted error messages to explain issues or corrections to end users.
• Filters to find record-triggered flows: Use filters to narrow results when viewing record-triggered flows in Flow Trigger Explorer.
• Improved color contrast in UI elements: Enhance accessibility with improved color contrast for UI elements.
• Transfer dashboard ownership: Simplify dashboard updates by transferring ownership when responsibilities change.
• Troubleshoot permission set group errors: Quickly resolve issues with actionable error messages for permission set groups.

These features are designed to enhance your Salesforce experience, streamline processes, and make managing nonprofit operations more efficient. These top 5 features are just a glimpse of what awaits you with the Salesforce Winter ’24 release. But if you’re wondering how all these features can specifically benefit your nonprofit organization, we’re here to help!

At Exponent Partners, we specialize in Salesforce Consulting Services exclusively tailored to nonprofits. We understand the unique challenges and opportunities nonprofits face, and our expertise is dedicated to helping organizations like yours thrive.

We can assist you in implementing and customizing your Salesforce CRM and online engagement tools to ensure you harness the full potential of these new features. If you’re an existing customer, our Success Center team can conduct additional impact analysis on your behalf, and review any critical updates due in your system. Our goal is to help you maximize your impact and drive radically better outcomes.

Don’t hesitate to reach out to us today to learn more about how we can empower your nonprofit to make a meaningful difference in the world through Salesforce. Your journey to a more impactful future starts here!