Founder of Technical Potpourri, Co-Founder of Shrey Tech, Enterprise Cloud Architect
🚀 Get ready to dive into the exciting new features coming with Salesforce’s Winter ’24 Release! In this video, I’ll be taking a closer look at the latest enhancements related to Sharing in Salesforce, including the ability to gain deep insights into Account access, view Public Group memberships, and optimize sharing recalculations.
If you prefer watching videos, you can watch my YouTube video covering these enhancements below.
See Who Has Access to Accounts from Manual Shares and Account Teams with Reports
From Setup, in the Quick Find box, enter Report Types, and then select Report Types. Select Account Share as the primary object. After you deploy the custom report type, users can select it when building reports.
View Public Group Members with Reports
Easily manage membership in public groups. By generating a custom report type, you can now view which users, roles, and other groups have been added to public groups. In the past, to view a public group’s members, you had to click on each one or run a query.
From Setup, in the Quick Find box, enter Report Types, and then select Report Types. Select Group Member as the primary object. After you deploy the custom report type, users can select it when building reports.
Enable Faster Account Sharing Recalculation by Not Storing Case, Contact & Opportunity Implicit Child Shares
Salesforce is altering the automated account sharing recalculation for the Case, Opportunity and Contact objects in order to increase speed. There are no longer any implicit child share records kept in between accounts and their child case and contact information. Rather, when users attempt to access child case, opportunity and contact records, the system decides whether or not they can. This release upgrade went into effect in the winter of 24 after first being made accessible in the summer of 23.
In order to examine this update, open the Quick Find box from Setup, type Release Updates, and choose Release Updates. When your organization is ready, click Apply Update to enable faster account sharing recalculation by not storing cases, opportunity and contact implicit child shares. In production organizations and sandboxes where Salesforce has already enabled this behavior, this release update is not visible. Additionally, fresh production organizations and scratch organizations formed in Summer ’23 or later cannot see the upgrade.
Depending on how the org has configured its role hierarchy, account owners may be able to access contacts and cases that are held by frequent users of Experience Cloud sites after this upgrade is implemented. No longer are implicit child case and contact share records retrieved by SOQL queries or Apex tests.
Whether you’re a Salesforce admin, developer, or user, these new sharing features in Winter ’24 are bound to make your Salesforce experience even more powerful and efficient. Join me in this blog to stay ahead of the curve and make the most of these exciting updates!
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This article is not endorsed by Salesforce, Google, or any other company in any way. I shared my knowledge on this topic in this blog post. Please always refer to Official Documentation for the latest information.