| Accounting Subledger |
| Align Accounting Subledger with Your Institution’s Data Strategy |
|
|
Yes |
|
| Asset Management |
| Enhance Proactive Customer Service with Agentforce |
|
|
Yes |
|
| Inventory Management Enhancements |
| Improve Order Fulfillment Accuracy with Inventory Allocation |
|
|
|
|
| Streamline Inventory Counting Across Locations |
|
|
|
|
| New and Changed Objects for Inventory Management |
|
|
Yes |
|
| Manage Asset Recall Inquiries Using Prebuilt Service Templates |
|
|
Yes |
|
| Access Claims from Product Service Campaign Items |
|
|
Yes |
|
| Timesheet and Labor Cost Optimization Enhancements |
| Agentforce for Timesheets and Labor Cost Optimization |
|
|
|
|
| Associate Assets and Equipment with Timesheets |
|
|
Yes |
|
| Capture Details with Configurable Forms |
|
|
Yes |
|
| Control Timesheet Entry Field Visibility |
|
|
Yes |
|
| Update Verified Timesheets |
|
|
Yes |
|
| Upsell and Cross-Sell Products for Service with Agentforce |
|
|
Yes |
|
| Automotive |
| Agentforce for Automotive |
| Boost Sales Productivity with Industries Sales Assistance |
Yes |
|
|
|
| Efficiently Manage Coverages for Proactive Customer Service |
Yes |
|
|
|
| Automotive Finance |
| Defer a Customer's Payments in a Single Flow |
Yes |
|
|
|
| Optimizing Automotive Loan Funding with Funding Workbench |
Yes |
|
|
|
| Execute Post-Contract Review Tasks from Dealer Portals |
Yes |
|
|
|
| Streamline Recall Inquiries with a Prebuilt Service Process |
Yes |
|
|
|
| Access Automotive Claims from Product Service Campaign Items |
Yes |
|
|
|
| Accelerate Automotive Feature Discovery and Setup |
Yes |
|
|
|
| Associate Vehicles and Assets to Fleets Faster |
Yes |
|
|
|
| Enable Stage Management for Key Automotive Objects |
Yes |
|
|
|
| Expand Automotive Data Access and Mapping |
Yes |
|
|
|
| New and Changed Objects for Agentforce Automotive |
|
|
Yes |
|
| Changed Metadata Type in Automotive |
|
|
Yes |
|
| Channel Revenue Management |
| Strengthen Partner Collaboration with Stock Rotation Incentives |
|
|
Yes |
|
| Manage Incentive Budgets to Drive Financial Accountability |
|
|
Yes |
|
| Enhance Financial Reporting with Subledger Integration |
|
|
Yes |
|
| Simplify Feature Discovery and Setup |
|
|
Yes |
|
| New and Changed Objects for Channel Revenue Management |
|
|
Yes |
|
| New Connect REST APIs in Channel Revenue Management |
|
Yes |
|
|
| Communications |
| Communications Features Released by Month |
|
|
|
|
| Access More Industries Components in Agentforce Communications |
|
|
|
|
| Billing and Usage Assistant is Scheduled for Deprecation |
|
|
Yes |
|
| Einstein Quick Quote for Enterprise Sales Management is Scheduled for Deprecation |
|
|
Yes |
|
| Enterprise Sales Management |
| Associate Cloned Quotes with New or Existing Opportunities |
|
|
|
|
| Retain Original Asset Pricing During Modifications |
|
|
|
|
| Prevent Unnecessary Action Status Updates During MACD Operations |
|
|
|
|
| Accelerate Sub-Order Creation with Scaled Batch Sizes |
|
|
|
|
| Confirm Deletion of Quote Line Items in the Summary Tab |
|
|
|
|
| View Placeholders for Hidden Attributes in Enterprise Sales Quotes |
|
|
|
|
| Process Large Enterprise Quotes with Enhanced Stability |
|
|
|
|
| Revenue Cloud for Communications on Salesforce Platform |
| Communications Cloud Sales Is Now Revenue Cloud for Communications |
Yes |
|
|
|
| Simplify Revenue Cloud for Communications Feature Configuration and Setup |
|
|
Yes |
|
| Refine User Access with a New Permission Set |
|
|
Yes |
|
| Transform Product Discovery with New Flow and Context Definitions |
|
|
Yes |
|
| Promotions in Revenue Cloud for Communications |
|
|
|
|
| Consumer Sales in Revenue Cloud for Communications |
|
|
|
|
| Communications TM Forum API |
|
|
|
|
| Consumer Goods |
| Agentforce for Consumer Goods |
| Boost Sales and Efficiency with AI-Driven Retail Execution Insights |
|
|
Yes |
|
| Get In-App Agent Assistance with Agentforce (Generally Available) |
|
|
Yes |
|
| Retail Execution |
| Cancel Visits, Documents, and Orders on the Mobile App |
|
|
Yes |
|
| Experience Hands-Free Field Execution in Consumer Goods Cloud Mobile App |
|
|
Yes |
|
| Maintain Listing Classification Data Integrity |
Yes |
|
|
|
| New and Changed Objects for Retail Execution |
|
Yes |
|
|
| Sync Management |
| Diagnose Sync Performance Easily with Named Query Analyzer |
Yes |
|
|
|
| Manage Orders and Cases Offline in Consumer Goods Cloud Mobile App |
Yes |
|
|
|
| Visual Studio Code Based Modeler |
| Customize Page Dimensions and Styles in Print Layout |
Yes |
|
|
|
| Other Improvements in Visual Studio Code Based Modeler |
|
Yes |
|
|
| Trade Promotion Management |
| Get Accrual Data Directly in Tactic Funds |
Yes |
|
|
|
| Get Accurate Financials for Tier Tactics and Growth Programs |
Yes |
|
|
|
| Integrate Trade Promotion Management Data with Data 360 for Enhanced Insights |
Yes |
|
|
|
| Configure Trade Calendar and Account Plan Views with Smart UI Enhancements |
Yes |
|
|
|
| Choose Which Promotion Fields to Show in a Customer Business Plan |
Yes |
|
|
|
| New and Changed Objects in Trade Promotion Management |
Yes |
|
|
|
| Changed APIs in Trade Promotion Management |
|
Yes |
|
|
| Manage Consumer Goods Cloud Features in One Place |
|
Yes |
|
|
| Education |
| Agentforce for Education |
| Streamline Student Financials with Agentforce |
|
|
Yes |
|
| Provide Autonomous Transfer Credit Estimates to Prospective Students with Agentforce |
|
|
Yes |
|
| Strengthen Prospect Strategy by Creating Slack Research Channels and Canvases with Agentforce |
|
|
Yes |
|
| Centralize Course Collaboration in Slack with Agentforce |
|
|
Yes |
|
| Streamline Transfer Credit Evaluations for Students |
|
Yes |
|
|
| Accelerate Transfer Credit Evaluations in the Application Process |
|
|
Yes |
|
| Help Students Register for High-Demand Courses Efficiently |
|
|
Yes |
|
| Configure Educational Characteristics to Enforce Eligibility Checks During Course Registration |
|
|
Yes |
|
| Simplify Appointment Scheduling Setup in Agentforce Education |
|
Yes |
|
|
| Gain Trusted Education Insights with a Unified Semantic Layer |
|
|
Yes |
|
| Empower Advisors to Help Students with Personalized Career and Goal Planning |
|
Yes |
|
|
| Enhance the Efficiency of Academic Petitions and Waivers |
|
Yes |
|
|
| Explore Learning Programs and Request Details Directly in Campus and Program Finder |
|
|
Yes |
|
| Support Applicants to Sign and Manage Their Application Submissions |
|
|
Yes |
|
| Use Tailored Gift Visualizations for Each Planned Gift Type |
|
Yes |
|
|
| Connect Your Student Information System with Learning Management Systems |
|
Yes |
|
|
| Enhance Agentforce Education Feature Configuration and Setup |
|
Yes |
|
|
| New and Changed Objects in Agentforce Education |
Yes |
|
|
|
| New Connect REST APIs for Education |
|
|
|
|
| New Invocable Actions for Agentforce Education |
Yes |
|
|
|
| Agentforce Energy & Utilities |
| Upload Customer Site Data in Bulk |
|
|
Yes |
|
| Generate Quotes for Customers with Multiple Sites |
|
|
Yes |
|
| Create Multisite Quotes Quickly |
|
|
Yes |
|
| Manage Agentforce Energy & Utilities Features in One Place |
|
|
Yes |
|
| Financial Services |
| Financial Services Features Released by Month |
|
|
|
|
| Agentforce for Financial Services |
| Banking Relationship Assistance |
|
|
|
|
| Banking Service Customer Assistance |
|
|
|
|
| Complaint Management Assistance |
|
|
|
|
| Financial Advisor Assistance Agent for FSC Managed Package |
|
|
|
|
| Accelerate Setup with Salesforce Go |
|
Yes |
|
|
| Advanced Document Validation |
| Simplify Validation for Document Checklists Items |
|
Yes |
|
|
| Flexible Hierarchies |
| Map Complex Business Relationships to Assist in Decision-Making |
Yes |
|
|
|
| Complaint Management |
| Speed Up Complaint Resolution |
|
Yes |
|
|
| Digital Lending |
| Streamline Loan Application Intake and Audit with Discovery Framework |
|
Yes |
|
|
| Financial Intermediaries |
|
|
|
|
| Service Process Automation |
| Build Service Processes Faster with Prebuilt Templates in Unified Catalog |
|
Yes |
|
|
| Speed Up Resolutions for Service Processes with Agentic Self-Service |
|
|
Yes |
|
| Transaction Dispute Management |
| Manage the Complete Visa Dispute Lifecycle in One Place |
|
Yes |
|
|
| Unify Your Card Dispute Intake Process |
Yes |
|
|
|
| Expand Your Dispute Intake to ACH Transactions |
Yes |
|
|
|
| Increase Dispute Intake Flexibility for Service Representatives |
Yes |
|
|
|
| Strengthen Dispute Cases with Supporting Transaction Evidence |
Yes |
|
|
|
| Accelerate Mastercard Dispute Stage Setup with a Prebuilt Template |
|
|
Yes |
|
| Use More Agentforce Financial Services Objects with Data Cloud |
|
|
|
|
| Unlock Retail Banking Performance with Analytics Dashboards |
|
Yes |
|
|
| Move Data Directly into Financial Account and Related Objects with Salesforce Integration User License |
|
Yes |
|
|
| New and Changed Agentforce Financial Services Objects |
|
|
Yes |
|
| New Connect REST API for Flexible Hierarchies |
|
|
|
|
| Health |
| Simplify Health Cloud Feature Discovery and Setup |
|
Yes |
|
|
| Agentforce for Health Cloud |
| Use Agentforce for Health Cloud in Government Cloud Orgs |
|
|
Yes |
|
| Access Member Plans and Eligibility Data by Using Agent Actions |
|
|
Yes |
|
| Add Agentforce to Payer Contact Center Quickly |
|
|
Yes |
|
| Resolve Claims Queries Faster by Using Data 360 Zero-Copy Claims Actions |
|
|
Yes |
|
| Update athenahealth Patient Records Directly from Health Cloud |
|
|
Yes |
|
| Manage Patient Updates Faster with Agentforce for Provider Contact Center |
|
|
Yes |
|
| Intelligent Document Processing Is Now Document AI for Health |
Yes |
|
|
|
| Support Diverse Healthcare Document Types with Custom Document Extraction Templates |
|
|
Yes |
|
| Review the Accuracy of Extracted Data with Confidence Scores |
|
|
Yes |
|
| Preview and Validate Extraction in Real Time |
|
|
Yes |
|
| Data Cloud for Health Cloud |
| Easily Deploy Preconfigured Healthcare Solutions Using Data Kits |
Yes |
|
|
|
| Disease Surveillance Enhancements |
| Analyze Disease Trends and Critical Cases with Analytics Dashboards |
|
Yes |
|
|
| Home Health Enhancements |
| Simplify Coordination of Home Healthcare Across Patient Locations |
|
|
Yes |
|
| Personalize Home Healthcare by Using Custom Visit Instructions |
|
|
Yes |
|
| Enhance Health Outcomes with Offline Home Healthcare Assessments |
|
|
Yes |
|
| Calculate Budgets Precisely with Benefit Frequency |
|
|
Yes |
|
| Expedite Your Home Health Setup |
|
|
Yes |
|
| Integrated Care Management Enhancements |
| Optimize Smart Patient Care with Suggested Assessment Responses |
|
|
Yes |
|
| Boost Patient Engagement with MCG Assessments for Experience Cloud Sites |
|
|
Yes |
|
| Prevent Data Loss by Automatically Saving Assessments |
|
|
Yes |
|
| Streamline Care Plan Updates with the Enhanced Workflow |
Yes |
|
|
|
| Facilitate Payer Collaboration with Authorized Care Data Access |
Yes |
|
|
|
| Utilization Management Enhancements |
| Safeguard Data Integrity By Resolving Duplicate Prior Authorization Request Cases |
|
|
Yes |
|
| Instantly Approve Non-Duplicate Prior Authorization Requests |
|
|
Yes |
|
| New and Changed Connect REST API Resources in Health Cloud |
|
Yes |
|
|
| New and Changed Invocable Actions in Health Cloud |
|
Yes |
|
|
| Health Cloud Voice of the Customer Enhancements |
|
|
|
|
| New and Changed Objects in Health Cloud |
|
Yes |
|
|
| Insurance |
| Use Digital Insurance Alongside the Insurance Managed Package or Insurance CRM |
|
|
Yes |
|
| Accelerate Sales with Unified Multi-Root Insurance Quoting |
Yes |
|
|
|
| Agency Billing |
| Automate Agency Billing Journals |
|
|
|
|
| Streamline Cash Flow with Automated Payment Processing |
|
|
|
|
| Stay on Top of Overdue Premiums with Collections |
|
|
|
|
| Schedule and Generate Invoices for Insurance Policies |
|
|
|
|
| Generate Policy Transactions and Breakdowns |
|
|
|
|
| Effortlessly Configure Billing Settings for Insurance Policies |
|
|
|
|
| Manage Policy Lifecycle Better with Enhanced Versioning |
|
|
|
|
| Enable Comparative Rating and Multiple Plan Selection |
|
|
Yes |
|
| Validate Complex Configurations with Constraint Rules Engine |
|
|
Yes |
|
| Simplify Quoting and Policy Configuration through Guided Flows |
|
Yes |
|
|
| Track Policy Limits with Flexible Duration Types |
|
|
Yes |
|
| Cap Payments at the Lowest Limit for Loss Claims |
|
Yes |
|
|
| Revise Claim Coverage Payment Details to Make Corrections |
|
|
Yes |
|
| Issue Ex Gratia Payments for Loss Claims |
|
|
Yes |
|
| Copy Data Between Nodes in a Pricing Procedure |
|
|
Yes |
|
| New and Changed Objects in Insurance |
|
Yes |
|
|
| New and Changed Connect REST APIs in Insurance |
|
Yes |
|
|
| Changed Connect REST API Request Bodies |
|
Yes |
|
|
| Changed Connect REST API Response Bodies |
|
Yes |
|
|
| New Connect in Apex Classes |
|
Yes |
|
|
| Changed Connect in Apex Input Classes |
|
Yes |
|
|
| Changed Connect in Apex Output Classes |
|
Yes |
|
|
| New Invocable Actions in Insurance |
|
|
|
|
| New Metadata Types in Insurance |
|
|
|
|
| Life Sciences |
| Account Management |
| Transform Life Sciences Data with Data 360 |
|
Yes |
|
|
| Improve User Engagement with Prioritized Accounts |
|
Yes |
|
|
| View and Align Out-of-Territory Accounts on the Desktop Site |
|
Yes |
|
|
| Engagement Planning |
| Make Quick, Ad Hoc Adjustments to Your Activity Plans |
|
Yes |
|
|
| Achieve More Personalization with the Updated Activity Measure Workflow |
|
Yes |
|
|
| Engagement Execution |
| Shape Strategies by Using Collaborative Medical Insights |
|
Yes |
|
|
| Filter Admin Console Tiles Based on User Permissions |
|
|
|
|
| Actionable List View and Quick Visit |
|
Yes |
|
|
| Signature Page Screen Snapshot |
|
Yes |
|
|
| Manage Visits from the Service Console |
|
Yes |
|
|
| Intelligent Content Integration in Web Visit |
|
Yes |
|
|
| Show Same-Address Attendees in the Sidebar |
|
Yes |
|
|
| Changes to Trigger Handlers |
|
|
|
|
| Intelligent Content |
| Share Presentations as Unique Email Links |
|
|
Yes |
|
| Use Smart Content Search to Find Relevant Presentations |
|
|
Yes |
|
| Data and Analytics |
| Plan Better Customer Interactions from Anywhere |
|
Yes |
|
|
| Mobile App |
| Drive Efficiency in the Mobile App by Configuring Deep Links |
|
|
Yes |
|
| Limited Pilot Features for Life Sciences |
|
|
|
Yes |
| New and Changed Objects for Life Sciences |
|
Yes |
|
|
| New and Changed Connect REST API Resources in Health Cloud |
|
Yes |
|
|
| Manufacturing |
| Agentforce for Manufacturing |
| Accelerate Sales Tasks with Industries Sales Concierge |
|
|
Yes |
|
| Efficiently Manage Coverages for Proactive Customer Service |
|
|
Yes |
|
| Upsell and Cross-Sell Products for Service with Agentforce |
|
|
Yes |
|
| Manufacturing for Sales |
| Sample Management |
|
|
|
|
| Sales Agreements |
|
|
Yes |
|
| Manufacturing for Services |
| Access Claims from Product Service Campaign Items |
Yes |
|
|
|
| Associate Assets to Fleets Faster |
Yes |
|
|
|
| Manage Appraisals on Experience Cloud Sites |
|
|
Yes |
|
| Manage Asset Recall Inquiries Using Prebuilt Service Templates |
Yes |
|
|
|
| Simplify Inventory Counting Across Parent and Child Locations |
|
|
Yes |
|
| Optimize Timesheet and Labor Cost Management |
|
|
Yes |
|
| Allocate Inventory Efficiently Across Locations |
|
|
Yes |
|
| Enhance Search Experience with Criteria-Based Search and Filter |
Yes |
|
|
|
| Extend Stage Management to Additional Manufacturing Objects |
|
|
Yes |
|
| Optimize Channel Operations with Enhanced Channel Revenue Management |
|
|
Yes |
|
| Access Manufacturing Features and Setup in One Place |
Yes |
|
|
|
| New and Changed Objects for Manufacturing |
|
|
|
|
| New Connect REST API for Manufacturing |
|
Yes |
|
|
| New and Changed Metadata Type in Manufacturing |
|
|
Yes |
|
| New Apex Namespace in Manufacturing |
|
|
|
|
| Media |
| Accelerate Discovery of Media Cloud Features |
|
|
Yes |
|
| Streamline Your Workflow with Instant Processing and Real-Time Updates |
|
|
Yes |
|
| Boost Advertising Sales Management with Instant Inventory Insight and Granular Campaign Control |
|
|
Yes |
|
| Improve Ad Campaign Precision with Advanced Targeting and MuleSoft Direct Enhancements |
|
|
Yes |
|
| Generate Larger Pitch Decks with Salesforce Document Generation |
|
|
Yes |
|
| Generate Quotes for Customers in Multiple Locations (Pilot) |
|
|
Yes |
|
| New and Changed Objects in Media Cloud |
|
Yes |
|
|
| New and Changed Connect REST APIs in Media Cloud |
|
Yes |
|
|
| Net Zero |
| Agentforce for Net Zero |
| Use Agentforce to Engage with Multiple Stakeholders to Collect ESG Data: ESG Data Collection |
|
|
Yes |
|
| Enable Agentforce Net Zero Features Across All Dataspaces in Data Cloud One |
|
|
Yes |
|
| Simplify FERA Emissions Reporting for Scope 3 Category 3 Compliance |
|
|
Yes |
|
| Improve Emissions Reporting for Leased Assets in Agentforce Net Zero |
|
|
Yes |
|
| Support All Quantitative Metrics for CSRD Reporting |
|
|
Yes |
|
| Generate Consolidated Reports for Your Entire Organization |
|
|
Yes |
|
| Perform Advanced Environmental Data Analysis in Data 360 |
|
|
Yes |
|
| Enhance Emission Allocation with Category-Level Mappings |
|
|
Yes |
|
| New and Changed Objects in Agentforce Net Zero |
Yes |
|
|
|
| Changed Metadata Types in Agentforce Net Zero |
Yes |
|
|
|
| Public Sector |
| Deliver Agent-First IT Support to Public Sector Employees |
|
|
Yes |
|
| Agentforce for Public Sector |
| Discover Licenses and Permits and Answer FAQs with Agentforce |
|
|
Yes |
|
| Speed Up Candidate Sourcing with Agentforce Skill Matching |
|
|
Yes |
|
| Answer Job Seeker Questions Instantly with Agentforce |
|
|
Yes |
|
| Enhance Benefit Assistance with Comprehensive Data |
|
|
Yes |
|
| Collect Fees for Public Sector Services with Inbound Payments |
|
|
Yes |
|
| Generate Larger Documents for Agentforce Public Sector |
|
|
Yes |
|
| Enhance Agentforce Public Sector Feature Discovery and Setup |
|
|
Yes |
|
| New and Changed Objects in Agentforce Public Sector |
|
Yes |
|
|
| New APIs in Agentforce Public Sector |
|
Yes |
|
|
| Nonprofits |
| Get More from Agentforce Nonprofit with Expanded Object Capabilities |
|
|
Yes |
|
| Volunteer Management |
| Analyze Volunteer Data in Data 360 with Data Model Objects for Volunteer Management |
|
|
Yes |
|
| Manage Volunteer Shifts with the Shift Capacity and Coverage Agent |
|
|
Yes |
|
| Industries Common Features |
| Industries Common Features Released by Month |
|
|
|
|
| Action Launcher |
| Recommend Actions Contextually on Any Record Page |
|
Yes |
|
|
| Action Plans and Events and Milestones |
| Give Users Only the Actions They Need for Action Plan Templates |
Yes |
|
|
|
| Add Document Checklist Items to Action Plans for Financial Accounts |
Yes |
|
|
|
| Get a Unified View of a Household’s Life Events |
Yes |
|
|
|
| Actionable Relationship Center |
| Visualize More Relationships on an ARC Graph |
|
Yes |
|
|
| Batch Management |
| Use Related Object Fields to Build Granular Record Controls |
|
Yes |
|
|
| Improve Batch Job Reliability by Grouping Related Records |
|
Yes |
|
|
| Boost Batch Job Performance with the Latest Enhancements |
|
Yes |
|
|
| New Tooling API Objects in Batch Management |
|
Yes |
|
|
| Business Rules Engine |
| Improve Scalability in Business Rules Engine |
|
Yes |
|
|
| Expression Set Enhancements |
|
Yes |
|
|
| Improve Deployment Stability with Context Definitions |
|
Yes |
|
|
| Monitor Decision Table Actions in a Centralized View |
|
Yes |
|
|
| Simplify Business Rules Engine Feature Discovery and Setup |
|
Yes |
|
|
| Clarify Automated Decisions with Rule Explanations for Nested Expression Sets |
|
Yes |
|
|
| Control Null Values and No Matches in Expression Sets |
|
Yes |
|
|
| New and Changed Objects in Business Rules Engine |
|
Yes |
|
|
| Collections and Recovery |
| Route Voice Calls to Collections and Recovery Agents with Agentforce Voice |
|
|
Yes |
|
| Automate Outreach to Delinquent Borrowers to Boost Cash Flow and Reduce Bad Debt |
|
|
Yes |
|
| New Invocable Actions |
|
|
Yes |
|
| Compliant Data Sharing |
| Delete Compliant Data Sharing Participant Records |
|
Yes |
|
|
| Criteria-Based Search and Filter |
| Optimize Search Experience with Consistent Data Display |
|
|
Yes |
|
| Context Service |
| Enhanced Context Definition Mapping User Interface |
|
Yes |
|
|
| Select Data Space for a Context Mapping |
|
Yes |
|
|
| Context Definition Packaging and Migration Enhancements |
|
Yes |
|
|
| Preserve Customizations and Inheritance When Cloning Context Definitions |
|
Yes |
|
|
| Data Processing Engine |
| Validate Logic and Debug Faster with Data Preview |
|
Yes |
|
|
| Run Definitions in Data 360 Companion Orgs |
|
Yes |
|
|
| Get Holistic Insights About Definition Performance in a Single View |
|
Yes |
|
|
| Get Actionable Guidance for Failed Runs |
|
Yes |
|
|
| Retrieve Details of Records that Failed Writeback |
|
Yes |
|
|
| Monitor Record Group Counts for Composite Writeback |
|
Yes |
|
|
| Locate Nodes You're Looking for with Ease |
|
Yes |
|
|
| Data 360 Enhancements in Data Processing Engine |
|
Yes |
|
|
| Changed Objects in Monitor Workflow Services for Data Processing Engine |
|
Yes |
|
|
| Discovery Framework |
| Capture Assessment Responses with Exact Question Versioning |
|
Yes |
|
|
| Generate Context-Specific Questions with Generative AI |
|
Yes |
|
|
| Engagement |
| Enhance AI Summaries with Multimodal Inputs |
|
Yes |
|
|
| Optimize Sorting and Filtering of Prompt Data with Context Service |
|
Yes |
|
|
| Fundraising |
| Improve the Donor Experience with a Self-Service Donor Support Agent (Beta) |
|
|
Yes |
|
| Tailor the Gift Entry Experience |
|
|
Yes |
|
| Streamline Gift Entry with Flexible Tools |
Yes |
|
|
|
| Use Tailored Gift Visualizations for Each Planned Gift Type |
|
Yes |
|
|
| Strengthen Prospect Strategy by Creating Slack Research Channels and Canvases with Agentforce |
|
|
Yes |
|
| New and Changed Objects for Fundraising |
|
Yes |
|
|
| Grantmaking |
| Future-Proof Your Application Process with the Application Form Object |
|
|
Yes |
|
| Complete Forms with a Mobile-Friendly Design and Simplified File Management |
|
Yes |
|
|
| New and Updated Objects in Grantmaking |
Yes |
|
|
|
| Industries Configure, Price, Quote (CPQ) |
| Optimize Invocable Actions User Access with New Permission Set |
|
|
Yes |
|
| Integrate DRO with Industries CPQ |
|
|
Yes |
|
| Optimize Performance for Complex Carts with Level-Based Pagination for Standard Cart APIs |
|
|
Yes |
|
| Enhance Asset to Order Conversion with New Record Type Field |
Yes |
|
|
|
| Streamline Cart Operations and Data Updates with Advanced Caching |
|
|
Yes |
|
| Get Pricing Benefits by Retaining Original Asset Price in Standard Cart APIs |
|
|
Yes |
|
| Gain More Control Over Your Industries CPQ Cart with New Line Item Fields |
Yes |
|
|
|
| Get Accurate Line Item Pricing Values with Improved Decimal Precision |
Yes |
|
|
|
| Achieve Transactional Integrity with a Single Click |
|
|
Yes |
|
| Prevent Unnecessary Action Status Updates During MACD Operations |
|
|
Yes |
|
| Support Larger-Scale Assets with Extended Asset Line Numbering |
|
|
Yes |
|
| Interest Tags |
| Enforce Sharing Rules for Tag Category |
|
Yes |
|
|
| List Builder for Data Cloud Segment |
| Extend Actionable Lists to Your Companion Orgs |
|
Yes |
|
|
| Omnistudio for Industries |
|
|
|
Yes |
| Process Compliance Navigator |
| Control Compliance Record Access by Using Compliant Data Sharing |
|
|
Yes |
|
| Achieve Audit Readiness with Compliance Control Testing |
|
|
Yes |
|
| Enforce Compliance Control Testing Status Transition and Validation Criteria |
|
|
Yes |
|
| Streamline Data Access with Context Definitions |
|
|
Yes |
|
| Clarify Purpose with the Renamed Logged-in User Locale Setting |
|
|
Yes |
|
| Enforce Validation Criteria for Regulations and Policies |
|
|
Yes |
|
| Track Policies and Regulations that Govern Your Assets |
|
|
Yes |
|
| New Agentforce Process Compliance Navigator Jumpstart Bundles |
|
|
Yes |
|
| New Objects in Process Compliance Navigator |
|
|
|
|
| Program and Case Management |
| Lower the Barrier to Entry with Guest Access for Program Management |
Yes |
|
|
|
| Simplify On-The-Go Attendance Tracking for Your Staff |
Yes |
|
|
|
| Streamline Participant Intake with a Guided Work Flow |
|
|
Yes |
|
| Confirm Participant Program Eligibility in Real Time |
|
|
Yes |
|
| Accelerate Data 360 Readiness for Program and Case Management |
|
|
Yes |
|
| New and Updated Objects in Program and Case Management |
Yes |
|
|
|
| Rollup Definitions |
| Make More Informed Decisions with On-Demand Record Rollup |
|
|
Yes |
|
| View Multiple Record Rollup Results in One Place |
|
|
Yes |
|
| Configure On-Demand Record Rollup Easily with the New Guided Setup |
|
|
Yes |
|
| Unified Catalog |
| Build Tailored Workflows for Standardized Service Requests |
|
Yes |
|
|
| Enhance Service Process Portability by Using Guided Template Deployment |
|
Yes |
|
|
| Control Service Object Updates Directly in Service Design |
|
Yes |
|
|
| Design Flexible Eligibility Rules with Granular Logic Control |
|
Yes |
|
|
| Verify Product Eligibility on Behalf of Customers and Employees |
|
|
Yes |
|
| Other Enhancements to Unified Catalog |
|
Yes |
|
|
| New Connect REST APIs in Unified Catalog |
|
|
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|
