---
schema_version: "1"
id: a9874c96392a5dbade8687c25ed45c07245b7ab4d4344e0e7cb3d9c5b6ed269c
title: Automation Features Released by Month
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_automate_monthly.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_monthly.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4517f34d8100fdb1673e6fd6a81cd046d660e0a01eb0485071b7685fb95abc46
description: Automation features and changes are released on a monthly basis. Check this page for the latest releases.
products:
  - Cross Cloud
release: "262"
---
# Automation Features Released by Month

Automation features and changes are released on a monthly basis. Check this page for the latest releases.

## May 2026

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:37.5%">
          <col style="width:62.5%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77716e47">Section</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77716e50">Release Note</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e47 ">Flow Builder</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e50 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_agentforce_for_flow_is_now_beta.htm&amp;release=262.0.0&amp;type=5" title="The capabilities to create, summarize, and evolve a flow with Agentforce have moved from generally available back to beta. After the generally available launch, these features didn't consistently deliver the accuracy needed for complex workflows. These capabilities remain accessible in Flow Builder while improvements to performance and reliability are underway.">Agentforce for Flow Is Now Beta</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_marketing_cloud_exit_rules_events.htm&amp;release=262.0.0&amp;type=5" title="For flows that support exit rules, like segment-triggered, event-triggered, and on-demand flows, you can now use events to exit an individual from a flow. For example, if a customer is in an event-triggered flow for cart abandonment, use a purchase event as an exit rule so that the customer doesn’t get irrelevant messages.">Add Exit Rules That Use Events</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_unlimited_connectors.htm&amp;release=262.0.0&amp;type=5" title="For segmentation and activation use cases, MuleSoft for Flow: Integration connectors no longer consume automation credits for segment-triggered, activation-triggered, and broadcast flows. You can use MuleSoft connectors in these flow types without a MuleSoft for Flow: Integration add-on license. Other flow types still require the MuleSoft for Flow: Integration add-on license.">Use Unlimited MuleSoft Connectors in Segment-Triggered,
                    Activation-Triggered, and Broadcast Flows</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e47 ">Context Service</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e50 "><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_ctx_apex_context_namespace.htm&amp;release=262.0.0&amp;type=5" title="The Context namespace has this new method.">Delete records from a context session</a></td>

          </tr>
        </tbody>
      </table>

## June 2026

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:37.5%">
          <col style="width:62.5%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77716e128">Section</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77716e131">Release Note</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e128 ">Agentforce Operations</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e131 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain.htm&amp;release=262.0.0&amp;type=5" title="Agentforce Supply Chain (formerly Regrello) is now Agentforce Operations. During the transition to the new name, some references across the product and its content still use Regrello or Agentforce Supply Chain. Along with the rename, this release adds new features.">Agentforce Operations</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_ai_agent_plan_requirement.htm&amp;release=262.0.0&amp;type=5" title="Before you publish a blueprint that includes AI agent tasks, Agentforce Operations now verifies that every AI agent task has a saved plan. If a task is missing a plan, a warning appears on the task. You can't publish the blueprint until all AI agent tasks have plans.">Ensure AI Agent Tasks Are Ready Before Publishing in Agentforce Operations</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_ai_blueprint_generation.htm&amp;release=262.0.0&amp;type=5" title="Describe your process in plain language, and AI generates a blueprint. Previously you could only generate a blueprint from uploaded documents. Now, you can do either. When you generate a blueprint with AI, the AI can add tasks assigned to AI agents, freeing up your human workers for higher-value work. Also, anyone with the Creator permission can generate blueprints, which gives more people the power to automate their processes.">Generate Blueprints by Describing Your Process</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_add_update_users_via_csv.htm&amp;release=262.0.0&amp;type=5" title="Invite new users and update roles for existing users in a single CSV upload, instead of updating roles one at a time. Now, you can also upload up to 10,000 rows per upload.">Add or Update Users in Bulk with a CSV File</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_update_field_config_in_blueprint_transfer.htm&amp;release=262.0.0&amp;type=5" title="When you import a blueprint from another workspace, you can now control how the import process affects your workspace's fields. For each field that needs review, update the suggested field, map to a different field, or add a field in your workspace.">Control How a Blueprint Import Affects Your Workspace Fields</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_document_reader.htm&amp;release=262.0.0&amp;type=5" title="You can now provide field label alternatives and extra instructions to make sure that the agent finds the correct data. The new and improved Document Reader Agent (beta) can extract field values from unstructured documents, such as PDFs and images. Also, the agent can handle multi-value fields and can extract tabular data, such as line items in a PDF.">Extract More Accurate Data from the New Document Reader Agent (Beta)</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_escalations.htm&amp;release=262.0.0&amp;type=5" title="Keep tasks on track with up to five escalations per standard or approval task. An escalation adds an additional user to the task as an assignee or carbon copy (CC) to make sure that the task stays on schedule. Escalations that occur before the due date show as reminders in the activity feed, notifications, and emails so you can tell them apart. Escalations respect business calendar hours, and assignees and CCs receive in-app notifications.">Configure Multiple Task Escalations</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_excel_agent.htm&amp;release=262.0.0&amp;type=5" title="Build an automation from an existing or generated spreadsheet with the Excel Agent (beta). Provide the shared fields as values to add, the requested fields as values to get back, and explain how to use that data. Then the agent automatically inputs the shared field values, runs all formulas, and extracts the requested field values. It’s also easy to see what the agent does when the task runs. Instead of digging through complex agent audit histories, users can download the Excel file to review all formulas and processed data in one place.">Build Excel-Based Automations (Beta)</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_excel_agent_update.htm&amp;release=262.0.0&amp;type=5" title="The Excel Agent (beta) can now process CSV files as tabular inputs and outputs, not just individual field values. Perform row-level calculations or add calculated columns across an entire dataset in a single automated task.">Process Tabular Data with the Excel Agent (Beta)</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_generalist_agent.htm&amp;release=262.0.0&amp;type=5" title="The new Generalist Agent (beta) brings more flexibility and accuracy to complex back-office automation. It can apply deterministic logic for routing decisions, loop through large datasets without workarounds, and access up to 10,000 data source rows.">Automate Complex Tasks with Generalist Agent (Beta)</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_start_multiple_workflows.htm&amp;release=262.0.0&amp;type=5" title="Use a full-page wizard to upload CSV data and start up to 2,500 workflows at a time. The wizard supports blueprints with document fields and includes validation that reduces failures from invalid or missing data. The previous workflow creation limit was 500, and the product didn’t support blueprints with document fields.">Start Up to 2,500 Workflows from a CSV File</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_task_smart_views.htm&amp;release=262.0.0&amp;type=5" title="Complete multiple tasks at once when you have 5 or more that share the same name, type, and blueprint. When you have a set of 5 or more tasks, Agentforce Operations creates a dedicated view. You can enter task information in that view and complete several tasks in one place, instead of opening and completing each task one at a time.">Complete Multiple Tasks at a Time</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e128 ">Flow Builder</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e131 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_transcription_model_speech_to_text.htm&amp;release=262.0.0&amp;type=5" title="Get more control over how your audio is transcribed. The Transcription Model parameter provides two models, Whisper V3 Turbo and ElevenLabs Scribe V2, for the Convert speech to text and Convert Base64 speech to text actions to fit your transcription needs, such as audio quality, language, and data handling requirements. This parameter is available in Agentforce Builder, Flow, and REST.">Choose a Transcription Model for Converting Audio to Text</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_create_agent_in_flow_builder.htm&amp;release=262.0.0&amp;type=5" title="You can now create and configure Agentforce agents without leaving Flow Builder. Use the new Run Agent element to add AI-powered agents that dynamically handle tasks within your flows. Select from existing agents or create task-specific agents with custom instructions and actions—all from the Flow Builder canvas. Agents created in Flow Builder are automatically discoverable and further configurable in Agentforce Builder. This streamlined experience makes it easier to build intelligent automation without switching between multiple tools.">Create and Use Agentforce Agents Directly in Flow Builder</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_actions_ai_agent_actions_use_create_agent_element.htm&amp;release=262.0.0&amp;type=5" title="To streamline working with Agentforce agents, AI Agent actions in Flow Builder now use the Run Agent element instead of the Action element. When you open existing flows that contain AI Agent actions, those actions automatically appear as Run Agent elements with your original agent configuration preserved.">AI Agent Actions Now Use the Run Agent Element</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e128 ">Business Rules Engine</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e131 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_bre_date_type.htm&amp;release=262.0.0&amp;type=5" title="Advanced CSV-based decision tables now support the Date data type, so you can define input and output columns that match date values directly, without time components. Previously, CSV-based decision tables supported DateTime but not Date as a standalone data type. Teams that needed to evaluate or return date-only values had to use DateTime as a workaround. Now you can define Date columns directly, keeping your decision table data clean and aligned with date-only fields in your org.">Use Date Data Type in Advanced CSV-Based Decision Tables</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_bre_omnistudio_decision_table_action.htm&amp;release=262.0.0&amp;type=5" title="Connect decision tables to Omnistudio without custom code or manual workarounds. With a new enhanced action, rule designers can run decision tables directly from Integration Procedures, map transaction data to the inputs, and merge the results into the data flow. Decision tables join decision matrices as supported Business Rules Engine lookup tables in Omnistudio, giving you no-code integration for both.">Call Decision Tables from Omnistudio Integration Procedures</a></li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e128 ">Context Service</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e131 "><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_ctx_dpe_integration_processtype.htm&amp;release=262.0.0&amp;type=5" title="Keep your transformation definitions separate and manageable within the broader Data Processing Engine (DPE) ecosystem. By associating definitions with the Context Service process type, you get more control over custom rules, validations, and row limits. When you create a transformation definition from a context definition, it automatically uses the Context Service process type. You can also select Context Service from the Process Type dropdown when setting up a definition manually in DPE.">Categorize Transformation Definitions with the Context Service</a></td>

          </tr>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e128 ">Batch Management</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e131 "><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_batch_management_canceling_status.htm&amp;release=262.0.0&amp;type=5" title="Batch runs now show the Canceling status while the in-progress batch job parts finish processing when you cancel a batch job. After all in-progress batch job parts complete, the batch run status changes to Canceled. The Canceling status is available only for certain process types depending on your licenses.">Track Cancellation Progress with the Canceling Status</a></td>

          </tr>
        </tbody>
      </table>

## July 2026

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:37.5%">
          <col style="width:62.5%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77716e382">Section</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d77716e385">Release Note</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Section" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e382 ">Agentforce Operations</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d77716e385 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_build_form_in_task.htm&amp;release=262.0.0&amp;type=5" title="Standard and approval tasks now have an inline form builder in the Request information section. Create task-specific forms that can contain sections, instruction text, 2-column layouts, and fields. Use smart rules to control when form elements appear. The inline form builder replaces the previous options of creating a form separately and selecting it, or adding individual fields directly to a task. Your existing tasks and forms automatically work with the inline form builder, with each task receiving its own form copy.">Build Forms Directly in Tasks in Agentforce Operations</a></li>



                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_agentforce_supply_chain_blueprint_limits.htm&amp;release=262.0.0&amp;type=5" title="Blueprints now have enforced limits on the number of tasks, fields, and form items they can contain. These limits help you avoid the performance issues that come with oversized blueprints. When a blueprint exceeds its limits, a warning banner shows the relevant limits, on which items, and by how much. Until you resolve the issue, you can't publish the blueprint or create workflows from the blueprint.">Keep Blueprints Running Smoothly with Blueprint Limits in Agentforce Operations</a></li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>