--- schema_version: "1" id: 1d9f3d9d9126e03d94ab3fe5277a54200848ec6d46406ba804f53f2bac4c64b1 title: Automation collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_automate.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_automate.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e5512eab47511cf690105de71c218ea7f1b8a96c88b747ea8b6a733bda18a0f4 description: Compose intelligent workflows with Flow Builder, Flow Approval Processes, and Flow Orchestration. Automate cross-departmental and industry-specific processes with Automation for Customer 360 Apps and Industries. products: - Cross Cloud release: "264" --- # Automation Compose intelligent workflows with Flow Builder, Flow Approval Processes, and Flow Orchestration. Automate cross-departmental and industry-specific processes with Automation for Customer 360 Apps and Industries. - **[Flow Builder](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow.htm&release=264.0.0&type=5)** Experience Flow Builder in the modern Salesforce Cosmos theme. Process multiple records with screen flows from list views and related lists. Capture time values with the new Time screen component. Trigger order confirmation flows faster with a REST API. Manage Marketing Object records directly in flows. Debug and save reusable test scenarios in the new Flow Test Mode (beta). Test flows in isolation with mock outputs for Action and Subflow elements. - **[Flow Approval Processes](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_automated_approvals.htm&release=264.0.0&type=5)** Use the new Request Approvals component to add up to 10 flow approval processes to a record page. Delete approval submission records to meet GDPR and other compliance requirements. This release also includes performance improvements and new configuration options for the Orchestration Work Guide. - **[Flow Orchestration](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_orchestrator.htm&release=264.0.0&type=5)** Configure the Orchestration Work Guide to keep users focused on completing work items from the same orchestration run. Orchestration runs are now faster and more responsive with automatic performance improvements. - **[MuleSoft for Flow: Integration](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_mfi_simplify_integration.htm&release=264.0.0&type=5)** MuleSoft for Flow: Integration is a no-code solution that connects your flows to external systems that use third-party connectors. Use these connectors as triggers or actions to automatically exchange data and information between systems. - **[MuleSoft for Flow: IDP](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_mulesoft_for_flow_idp.htm&release=264.0.0&type=5)** Let a human verify and correct extracted document data before your flow continues, without orchestrating multiple flows. - **[Automation for Customer 360 Apps and Industries](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_apps_industries.htm&release=264.0.0&type=5)** Streamline and automate end-to-end processes for your sales, service, marketing, commerce, and revenue teams, and industry-specific workflows. ## Automation Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Flow Builder**: [Find a Record in a Collection Without Loop Elements](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_collection_filter_criteria.htm&release=264.0.0&type=5 "Get the record that you need from a collection without looping. Create a Collection Filter Criteria resource with filter and sort criteria for your record collection. The resource returns the first matching record when other elements reference it. If you're working with records that contain related records, such as an Apex-defined data type, you can also filter on child relationships. You can use criteria on child records to filter the parent record. Previously, isolating a record from a collection in an autolaunched or screen flow meant chaining loop, decision, and assignment elements together.") (Updated the week of October 26) - Changed the title from Filter Collections Without Loop Elements to Find a Record in a Collection Without Loop Elements. - Corrected to state that the resource returns a single record, not a collection. - **Flow Approval Processes**: [Delete Approval Submission Records to Meet GDPR Requirements](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_automated_approvals__approval_record_deletion_gdpr.htm&release=264.0.0&type=5 "Fulfill GDPR and other compliance requests to delete customer data relating to approvals. When you delete a parent record, Salesforce deletes related approval submissions in a terminal state and cancels in-progress ones. You can then delete the canceled approval submissions related to the deleted parent record.") (Updated the week of October 19) - Updated to clarify what's automatically deleted with the parent record and what's canceled by a scheduled job. - **Flow Builder**: [Build Flows Through Conversation with Flow Author (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_flow_author_264.htm&release=264.0.0&type=5 "Describe what you want your flow to do, and Flow Author generates a deployable flow based on your confirmed intent. Flow Author supports autolaunched, record-triggered, schedule-triggered, and screen flows.") (Added the week of October 12, 2026) - **Flow Builder**: [Reduce Flow Failures Caused by Record Lock Contention](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_catch_field_size_violations_264.htm&release=264.0.0&type=5 "Avoid run-time failures by validating field length constraints when you design and save a flow. If a Create Record or Update Record element sets a record field to a text value that's too long, Flow Builder shows a warning. By identifying the specific field and the value that exceeds the limit, this validation helps you catch configuration errors before they cause run-time failures.") (Updated the week of October 12, 2026) - Corrected to state that Create Records and Update Records elements are affected, not Assignment elements. - **Omnistudio**: [Control Which Objects Guest and Community Users Can Query in Omnistudio](https://help.salesforce.com/s/articleView?id=release-notes.rn_flexcard_datasource_allowlist.htm&release=264.0.0&type=5 "Protect your org data by specifying which objects Experience Cloud guest users and authenticated community or portal users can query through Omnistudio. Omnistudio now blocks SOQL queries and SOSL searches that external users run through the HandleData() and HandleDataCards() methods unless every object in the query is on an allowlist that you maintain. Allowed queries run in user mode, so the user's object permissions, field-level security, and sharing rules apply.") (Added the week of October 12, 2026) - **Flow Builder**: [Reduce Flow Failures Caused by Record Lock Contention](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_row_lock_retry_264.htm&release=264.0.0&type=5 "Flows automatically try again when they encounter a record lock error during transaction initialization. When multiple processes try to update the same record simultaneously, the flow waits 10 seconds and makes one more try. This delay gives the other process time to complete and release the lock. This change applies to schedule-triggered flows with run-time API version 62.0 or lesser.") (Updated the week of October 12, 2026) - Updated to clarify which flows this change affects and the number of retries made. - **MuleSoft for Flow: Integration**: [Enhance Data Exchange with Newly Added Third-Party Connectors](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_mfi_enhance_data_exchange_with_third_party_connectors.htm&release=264.0.0&type=5 "Use these newly added third-party connectors in flows for no-code connectivity to external systems and to facilitate data and information exchange between different systems.") (Updated the week of October 5, 2026) - Updated to include four new connectors. - **Flow Approval Processes**: [See New and Outdated Approval Work Items Without a Manual Refresh](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_automated_approvals_orchestration_work_guide_refreshes.htm&release=264.0.0&type=5 "The Orchestration Work Guide component automatically shows the status of your approval work items as they change. New work items get a New badge. Work items that someone else completed are disabled and have an Outdated badge instead of disappearing from the list. Badges and completed work items remain until you leave the page or manually refresh it.") (Added the week of October 5, 2026) - **Flow Orchestration**: [See New and Outdated Orchestration Work Items Without a Manual Refresh](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_orchestrator_work_guide_refreshes.htm&release=264.0.0&type=5 "The Orchestration Work Guide component automatically shows the status of your orchestration work items as they change. New work items get a New badge. Work items that someone else completed are disabled and have an Outdated badge instead of disappearing from the list. Badges and completed work items remain until you leave the page or manually refresh it.") (Added the week of October 5, 2026) - **AI Relationship Research**: [Get AI Relationship Research Insights Directly in Your Agentforce Conversations](https://help.salesforce.com/s/articleView?id=release-notes.rn_airr_get_insights_agentforce.htm&release=264.0.0&type=5 "Ask the Agentforce AI Relationship Research agent for insights about an account or contact and see the key people and companies connected to that record without leaving the conversation. The AI Relationship Research Agent identifies the relevant record, surfaces the key people and companies connected to it, explains each relationship, and provides supporting evidence. It also turns those connections into actionable insights, recommending who to engage and the best path to reach them.") (Added the week of October 5, 2026) - **Screen Flows**: [Evaluate Conditional Visibility Rules with Reactive Formulas](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_screen_reactive_formulas_visibility_264.htm&release=264.0.0&type=5 "Reference reactive formulas directly in conditional visibility rules for flow screens. Reactive formulas evaluate correctly in flow screen conditional visibility rules, so you can build more responsive screen experiences. Previously, conditional visibility didn't support referencing formulas that included components on the same screen.") (Added the week of October 5, 2026) - Feature available September 29, 2026. - **Flow Approval Processes**: [Debug, Suspend, and Resume Flow Approval Processes](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_automated_approvals_new_record_actions.htm&release=264.0.0&type=5 "Approval admins can now suspend, resume, and debug approval submissions and their associated orchestration runs. Suspending and resuming gives you greater control over in-progress approval submissions. The Debug action provides run-specific diagnostic information for in-progress, suspended, and errored approval submissions.") (Added the week of October 5, 2026) - **Flow Builder**: [Filter Records by Multi-Select Picklist Fields with the Contains Operator](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_contains_with_multiselect_picklist.htm&release=264.0.0&type=5 "The Contains operator on multi-select picklist fields now works in Get Records, Delete Records, Update Records, and schedule-triggered flow entry criteria. Previously, when you used the operator with a multi-select picklist field in these elements, it caused a run-time error.") (Added the week of October 5, 2026) - **Flow Builder**: [Build Flows Faster with Auto-Generated Element Labels](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_auto_generated_labels.htm&release=264.0.0&type=5 "Flow Builder automatically generates element labels based on the properties that you configure. As you build, labels update automatically, eliminating repetitive data entry. When you manually edit a label, Flow Builder preserves your changes.") (Updated the week of October 5, 2026) - Removed the statement that an Agentforce license is required. ### September 2026 - **Flow Approval Processes**: [Limit Approval Work Item Visibility to Keep Review Steps Confidential](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_automated_approvals_work_item_sharing.htm&release=264.0.0&type=5 "Prevent reviewers at one step from viewing the work items assigned to reviewers at other steps. You can now set the sharing model to private to control who can view each work item, independent of approval submissions. By default, access to an approval submission extends to all its associated work items. To grant read access to other users or groups, create criteria-based sharing rules on the approval work item object.") (Added the week of September 28, 2026) - **MuleSoft for Flow: Integration**: [Integrate Flows with External Systems by Using Third-Party Connector Actions](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_mfi_get_more_ways_to_act_on_flows_with_third_party_connectors.htm&release=264.0.0&type=5 "Use third-party connector actions in any flow to integrate with an external system for specific connectors.") (Added the week of September 28, 2026) - **Flow Builder**: [Clean up Flows Faster with the Unused Resources Filter](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_unused_resources_264.htm&release=264.0.0&type=5 "Identify and remove unneeded resources from your flows by using the new Unused filter in the Flow Builder Toolbox. When you make significant changes to large and complex flows, unused resources often remain behind and clutter your workspace. Narrow the list to items with no recorded usage, making it faster to find what you need.") (Updated the week of September 28, 2026) - Corrected the How section to state that this feature is available in both auto-layout and free-form modes, not just auto-layout. - **Screen Flows**: Evaluate Conditional Visibility Rules with Reactive Formulas (Removed the week of September 14, 2026) - This feature isn't quite ready yet, so we removed it for now. We'll let you know when it's back up. - **Flow Builder**: Classify and Discover Flows with Flow Tags (Removed the week of September 14, 2026) - This feature isn't quite ready yet, so we removed it for now. - **Flow Builder**: Find the Right Flow Element Faster with Redesigned Search and Categories (Removed the week of September 14, 2026) - This feature isn't quite ready yet, so we removed it for now. - **Flow Builder**: [Filter Collections Without Loop Elements](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_collection_filter_criteria.htm&release=264.0.0&type=5 "Get the record that you need from a collection without looping. Create a Collection Filter Criteria resource with filter and sort criteria for your record collection. The resource returns the first matching record when other elements reference it. If you're working with records that contain related records, such as an Apex-defined data type, you can also filter on child relationships. You can use criteria on child records to filter the parent record. Previously, isolating a record from a collection in an autolaunched or screen flow meant chaining loop, decision, and assignment elements together.") (Added the week of September 7, 2026) - **Flow Builder**: [Monitor Flow Performance Right on the Canvas](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_embedded_analytics.htm&release=264.0.0&type=5 "View flow performance data directly on the Flow Builder canvas to identify performance bottlenecks without relying on logs or external reporting tools. Previously, on-canvas insights were available only for flows triggered by Data 360. Embedded analytics aren't available for screen flows or Flow Orchestration.") (Added the week of September 7, 2026) ### August 2026 - **Flow Approval Processes**: [Add Multiple Flow Approval Processes to a Record with the Request Approvals Component](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_automated_approvals_request_approval_component.htm&release=264.0.0&type=5 "Give submitters up to 10 autolaunched flow approval processes to select from with the Request Approvals component.") (Updated the week of August 31, 2026) - Removed references to the Experience Builder version of the component. - **Flow Builder**: [Split Flow Paths by Date or Field Value Without Expressions](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_decision_split_by_date_field.htm&release=264.0.0&type=5 "Use the Split by Date and Split by Field Value decision types to route individuals based on common conditions without building expressions. Choose a field to determine the split, define your paths, and configure values by using simple inline pickers.") (Added the week of August 24, 2026) - **Flow Builder**: [Compare Versions of Data 360 and Agentforce Marketing Flows](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_version_comparison_additional_types_264.htm&release=264.0.0&type=5 "Flow Version Comparison supports Data 360-triggered flows and Agentforce Marketing flow types. Agentforce Marketing flow types include segment-triggered, automation event-triggered, and API event-triggered flows. Version comparison also works across all audience sources in segment-triggered flows and shows changes in both table and canvas views.") (Updated the week of August 24, 2026) - Added When section. - **Flow Builder**: [Navigate Flow Builder More Efficiently with Keyboard Shortcuts](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_keyboard_navigation_264.htm&release=264.0.0&type=5 "Use arrow keys to move through the auto-layout canvas from element to element, including across fault paths and other branching paths. You can also cut, copy, and paste elements with standard keyboard shortcuts. These improvements make Flow Builder a more productive environment for users who prefer keyboard navigation over mouse-based interaction.") (Updated the week of August 24, 2026) - Added two shortcuts to the How section. - **Flow Testing and Debugging**: [Test Flows with Primitive Collection Inputs](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_test_debug_inputs_264.htm&release=264.0.0&type=5 "Test different input values by populating primitive collections directly in the Flow Builder debugger. Previously you could only test single input values, not collections. Try various scenarios without editing your flow, reducing development time and improving test coverage. For example, if your screen flow or autolaunched flow accepts a text collection of IDs as an input variable, you can now populate that collection directly in the flow debugger.") (Updated the week of August 24, 2026) - Narrowed the scope to primitive collections only (removed record collections) and added Setup step to the How section. - **Flow Testing and Debugging**: [Test Flows with Specific Records by Entering a Record ID](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_test_with_static_ids_264.htm&release=264.0.0&type=5 "Enter a static 15-character or 18-character record ID directly in the Flow Builder debugger to debug flows with specific records. This option helps test flows that use objects with limited searchability, such as Cases or Campaign Members, without digging through lookup results.") (Updated the week of August 24, 2026) - Added Setup step to the How section. - **Flow Error Handling**: Reduce Limit Failures in Scheduled Flows with Dynamic Batch Sizing (Removed the week of August 24, 2026) - This feature isn't quite ready yet, so we removed it for now. - **Screen Flows**: Set the Window Size for a Screen Flow Quick Action (Removed the week of August 17, 2026) - This feature isn't quite ready yet, so we removed it for now. - **Flow Builder**: [Group Elements to Organize and Simplify Flows](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_group_elements_together_264.htm&release=264.0.0&type=5 "Organize related elements into named, collapsible groups to simplify complex flows. Label and describe logical sections of your flow by using groups, then collapse them to hide detail and focus on the larger picture.") (Updated the week of August 17, 2026) - Added When section. - **Business Rules Engine**: [Manage Null Values in CSV-Based Decision Tables](https://help.salesforce.com/s/articleView?id=release-notes.rn_bre_csv_decision_table_null_handling.htm&release=264.0.0&type=5 "Decision tables that use a CSV file store empty cells as null values. If you add the literal string \"null\", it's treated as invalid. For boolean columns, empty cells default to false. If you have existing CSV files with empty strings that you didn't intend as null values, update the CSV file to reflect your intended behavior.") (Added the week of August 17, 2026)