--- schema_version: "1" id: 459f482e4567821a1844d89156c23cbddc8fc3ac9d0649e0719a336c2822fb73 title: Release Note Changes collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_change_log.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 6144c85111c7e417da91006572241c9fb2911422bfd13dd11b84023ba0589d6c description: This log tracks changes that we made to the Salesforce Release Notes after the initial publication during the week of August 17, 2026. Applicable changes are also listed at the beginning of the section about each product. products: - Cross Cloud release: "264" --- # Release Note Changes This log tracks changes that we made to the Salesforce Release Notes after the initial publication during the week of August 17, 2026. Applicable changes are also listed at the beginning of the section about each product. - We’ve added entries that announce new release notes in the month that the feature first became available. - We’ve included entries that document changes and removals in the month that we made the release note update. - For feature availability dates, check the When section of each release note. Sometimes a feature availability date is also in the log. Go quickly to changes for a product on this page. - [Salesforce Overall](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Agentforce and Generative AI](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to the published release notes.") - [AIforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Analytics](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Automation](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Commerce](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Data 360](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "These are the additions and changes included in this release.") - [Field Service](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Hyperforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - Industries - [Automotive](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Communications](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Consumer Goods](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Education](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Energy and Utilities](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Financial Services](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Health](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Insurance](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Life Sciences](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Manufacturing](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Media](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to the published release notes.") - [Net Zero](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Nonprofit](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to the published release notes.") - [Common Features](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - Marketing - [Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Marketing Cloud Account Engagement](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Marketing Cloud Engagement](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Marketing Intelligence](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Salesforce Personalization](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "Salesforce Personalization and Marketing Cloud Personalization features and changes are released as often as monthly. Check back soon for the latest updates.") - [Loyalty Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Real-Time Offer Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "Real-Time Offer Management features and changes are released on a monthly basis. Check this page for the latest releases.") - [Referral Marketing](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Partner Cloud](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Platform](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Public Sector Solutions](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Revenue Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Sales](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to the published release notes.") - [Salesforce Suites](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Security, Identity, and Privacy](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Service](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") - [Salesforce for Slack Integrations](https://help.salesforce.com/s/articleView?id=release-notes.rn_change_log.htm&release=264.0.0&type=5 "We made these additions and changes to published release notes.") ## Salesforce Overall Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **General Enhancements**: [Simplify the Foundations Setup Experience with Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_general_foundations_go_setup.htm&release=264.0.0&type=5 "Salesforce Go is now your primary setup experience for Foundations, putting key setup options on one page. Marketing setup items, like Marketing Cloud enablement and Profile Unification, move to a dedicated setup page that you access from the Foundations on Go page. The previous Foundations Setup node stays in Setup and redirects you to the Foundations on Go page, where previously enabled features show as turned on.") (Updated the week of October 19, 2026) - Added Who information explaining that a Salesforce Foundations license provides access to the entire Foundations on Go page. - Added information about the Prerequisites section and the Update Licenses button. - **Salesforce Overall**: [Get Contextual Help in the Flow of Work](https://help.salesforce.com/s/articleView?id=release-notes.rn_general_in_app_help_agent.htm&release=264.0.0&type=5 "The Help Agent, a conversational AI assistant, is now available directly inside the Salesforce platform in select suites and editions. Users can access context-aware guidance directly within the app, tailored to their specific permissions and current workflow. This integrated experience provides faster, personalized answers and support access without switching tools or repeating context.") (Updated the week of October 12, 2026) - Added availability in Unlimited Edition starting in October 2026. - Updated Enterprise Edition availability to indicate September 2026. - **General Enhancements**: [Manage Org Responsibilities for Your Org (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_general_org_responsibilities.htm&release=264.0.0&type=5 "Designate the people and partners critical to your org's success on the Org Responsibilities page in Setup. Specify at least one Security Contact and Primary Admin Contact, and a Partner of Record if applicable. Salesforce uses this information for org- or account-level communications such as security notifications and product or success plan updates. If you don't provide assignments for all of the Org Responsibilities sections, Salesforce reminds you regularly when you go to Setup.") (Added the week of October 5, 2026) ### September 2026 - **General Enhancements**: [Create and Update Records with Agentforce Coworker](https://help.salesforce.com/s/articleView?id=release-notes.rn_general_agentforce_coworker_create_update_records.htm&release=264.0.0&type=5 "Ask Agentforce Coworker to create or update a Salesforce CRM record. It evaluates your permissions, identifies fields to change, validates picklist values, and presents a proposed change for your review.") (Added the week of September 7, 2026) - **General Enhancements**: [Search Google Workspace in Real Time with Agentforce Coworker](https://help.salesforce.com/s/articleView?id=release-notes.rn_general_agentforce_coworker_federated_google_workspace_search.htm&release=264.0.0&type=5 "Connect Google Drive, Gmail, and Google Calendar to Agentforce Coworker as federated search sources. Federated search queries Google in real time, so results always reflect your current Google Workspace with no data ingestion required.") (Added the week of September 21, 2026) - **General Enhancements**: [See Delegated Agents' CLT Responses in Agentforce Coworker](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_coworker_clt_hxl_delegation.htm&release=264.0.0&type=5 "Some Agentforce agents are built to return a custom Lightning type (CLT) response, such as a card, badge, button, table, or chart, instead of plain text, including agents built with Headless Experience Layer (HXL) widgets. Previously, Agentforce Coworker converted these CLT/HXL responses to markdown during delegation. Now, it passes the CLT response through unchanged. If a delegated agent isn't built to return a CLT or HXL response, you still see a markdown summary. Agentforce Coworker's own answers always use markdown.") (Added the week of September 28, 2026) - **Archive**: [Check Your Encryption Key Status in Archive Settings](https://help.salesforce.com/s/articleView?id=release-notes.rn_archive_encryption_key_status.htm&release=264.0.0&type=5 "Archive Settings shows the status of the Shield Platform Encryption key that protects your archived data. The status can be Active, Encrypting, Decrypting, or Key Inactive. Monitor it so you can restore access quickly if the key becomes inactive.") (Added the week of September 28, 2026) - Added steps for activating an inactive key from Setup. ### August 2026 - No changes since the initial publication. ## Agentforce and Generative AI Release Note Changes by Month We made these additions and changes to the published release notes. ### January 2027 - **Supported Models**: [OpenAI GPT-4o and GPT-4.1 Family Reroute Date Approaching](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_openai_4o_41_family_reroute.htm&release=264.0.0&type=5 "OpenAI GPT-4o and GPT-4.1 family model requests will be rerouted January 14, 2027.") (Added the week of October 19, 2026) - Models will be rerouted starting January 14, 2027. ### December 2026 - **Supported Models**: [GPT-5 Family (GPT-5, GPT-5-Mini, GPT-5-Nano, GPT-5-Pro) and O3 / O3-Pro Reroute Date Approaching](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_gpt_5_reroute.htm&release=264.0.0&type=5 "GPT-5 Family and O3 / O3-Pro model requests will be rerouted December 11, 2026.") (Added the week of September 21, 2026) - Models will be rerouted starting December 11, 2026. ### November 2026 - **Supported Models**: [Azure OpenAI o3 Family and o4-mini Reroute Date Approaching](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_openai_o3_family_reroute.htm&release=264.0.0&type=5 "Azure OpenAI o3 family and o4-mini model requests will be rerouted November 11, 2026.") (Added the week of September 21, 2026) - Models will be rerouted starting November 11, 2026. ### October 2026 - **Agentforce Builder**: [The Agentforce Assistant Is Now Agent Optimizer (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_dev_agent_optimizer.htm&release=264.0.0&type=5 "The integrated AI assistant in Agentforce Builder is now called Agent Optimizer, which better reflects how it helps you build, troubleshoot, and improve your agent. Previously, the assistant was called the Agentforce assistant, and the current beta experience was called the Agentforce Development Agent. The chat window heading is now Agent Optimizer, the Ask Agentforce button is now Ask Optimizer, and the setting that controls beta access is now Disable Agentforce Optimizer (Beta) in Agentforce Builder. These updates apply only to Agent Optimizer in Agentforce Builder.") (Added the week of October 19, 2026) - Change is available on a rolling basis for Salesforce orgs upgraded to Winter ’27 starting the week of October 26, 2026. - **Agentforce Agents**: [Control Conversational Memory for AI Agents Across Your Org](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_agent_memory_toggle_conversation_memory.htm&release=264.0.0&type=5 "You can now control conversational memory for all AI agents and users across your org with a single setting. When you turn off conversational memory, agents stop creating memories and using existing ones, even if individual agents have memory enabled. Existing memories are preserved but aren't used while the setting is off. The Memory & Preferences icon also disappears from the Agentforce panel. Previously, you turned conversational memory on or off only for individual agents in Agent Script.") (Added the week of October 19, 2026) - Feature available on a rolling basis for Salesforce orgs upgraded to Winter '27 starting the week of October 19, 2026. - **Agentforce Builder**: [Legacy Agent Builder Changing Reasoning Engine from GPT-4o to GPT-5.6 Luna](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_legacy_builder_model_change.htm&release=264.0.0&type=5 "The legacy Agentforce Builder is implementing an on/off switch to change the reasoning engine to GPT-5.6 Luna on October 15, 2026.") (Updated the week of October 19, 2026.) - Updated instructions to change reasoning engine. - **Agentforce Coworker**: [Build Reusable Skills for Agentforce Coworker](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_skills.htm&release=264.0.0&type=5 "A skill packages instructions, context, and tools into a reusable workflow for an AI agent. A prompt template returns one generated response. A skill runs a repeatable, multi-step task and can run tools, such as querying records or sending email. Create and publish the skill in Skill Builder, and then run it from Skills in Agentforce Coworker.") (Added the week of October 19, 2026) - Feature available on a rolling basis for Salesforce orgs upgraded to Winter '27 starting the week of October 19, 2026. - **Supported Models**: [Claude Haiku 5.5 Is Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_claude_haiku_5_5.htm&release=264.0.0&type=5 "The Claude Haiku 5.5 model is ready for use in production with a rate limit of 1,000 requests per minute. You can use this model in any supported feature, such as in a prompt template.") (Added the week of October 19, 2026) - Model is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 19, 2026. - **Agentforce Voice**: [Automatically End Agentforce Voice Calls and Route by Disconnect Reason](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_voice_auto_hangup.htm&release=264.0.0&type=5 "Give your voice-enabled agent a clean way to end calls, and share the reason each call ended with your telephony vendor. Agentforce Voice agents end their side of a call when a caller stops responding or the call reaches its maximum duration. Enable Auto-Hangup per agent at the connection level so that the agent also ends the call when it determines that it has fully addressed the caller's request. For partner telephony, turn on Auto Disconnect in Agentforce Voice Setup so that control returns to your vendor, which can use the disconnect reason, such as Customer Intent Fulfilled, to decide how to handle each call.") (Updated the week of October 19, 2026) - Feature available on a rolling basis for Salesforce orgs upgraded to Winter ’27 starting in late October 2026. This changed from the week of October 12, 2026. - **Supported Models**: [GPT-6.1 Sol Is Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_gpt_sol_6_1.htm&release=264.0.0&type=5 "The GPT-6.1 Sol model is ready for use in production with a rate limit of 1,000 requests per minute. You can use this model in any supported feature, such as in a prompt template.") (Added the week of October 19, 2026) - Model is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 19, 2026. - **Supported Models**: [Claude Sonnet 5.5 Is Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_claude_sonnet_5_5.htm&release=264.0.0&type=5 "The Claude Sonnet 5.5 model is ready for use in production with a rate limit of 1,000 requests per minute. You can use this model in any supported feature, such as in a prompt template.") (Added the week of October 19, 2026) - Model is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 19, 2026. - **Agentforce Observability:** [Use the New Sessions and Intents View](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_observability_session_controls.htm&release=264.0.0&type=5 "Review processed and unprocessed sessions together, save the views you use most, and evaluate or export sessions from one workspace.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 19, 2026. - **Agentforce Voice**: [Transfer Calls to Agentforce Voice Using Real-Time Streaming](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_voice_realtime_streaming.htm&release=264.0.0&type=5 "You no longer need a dedicated static phone number or a SIP trunk configuration to route calls to your voice-enabled agent. With Real-Time Streaming, Amazon Connect can stream call audio directly to Agentforce over a WebSocket connection.") (Added the week of October 12, 2026) - Feature available starting the week of October 12, 2026. - **Agentforce Voice**: [Automatically End Agentforce Voice Calls and Route by Disconnect Reason](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_voice_auto_hangup.htm&release=264.0.0&type=5 "Give your voice-enabled agent a clean way to end calls, and share the reason each call ended with your telephony vendor. Agentforce Voice agents end their side of a call when a caller stops responding or the call reaches its maximum duration. Enable Auto-Hangup per agent at the connection level so that the agent also ends the call when it determines that it has fully addressed the caller's request. For partner telephony, turn on Auto Disconnect in Agentforce Voice Setup so that control returns to your vendor, which can use the disconnect reason, such as Customer Intent Fulfilled, to decide how to handle each call.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Agentforce Grid**: [Build and Analyze Agentforce Grid Worksheets in Plain Language with Grid Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_grid_agent.htm&release=264.0.0&type=5 "Describe what you want to build or analyze in the Grid Agent sidebar, and Grid Agent configures columns or answers questions about your data. For example, ask Grid Agent to \"Create a column that summarizes each case description.\" After you review and approve the proposed action, Grid Agent creates and configures the column. To analyze your data, ask a question such as \"What patterns do you see in the Sales Stage column?\" The sidebar is open by default.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 5, 2026. - **Agentforce Agents**: Build and Activate Agents with a Simpler Versioning Process (Removed the week of October 12, 2026) - This change wasn't quite ready and was reverted the week of October 5, 2026. The release note has been removed. To activate your agent, commit your agent first. - **Agentforce Agents**: [Agents Now Default to Error Mode for File Uploads](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_file_upload_default.htm&release=264.0.0&type=5 "Agentforce agents that can receive file uploads from a client now default to error mode, so you have more control over agent file handling. Previously, agents that can receive files defaulted to auto mode, and your agent decided how to handle the file. In error mode, when someone uploads a file, the agent sends a customizable error message. If you want your agent to accept file uploads, you must add the file upload parameter to your agent’s script and specify a mode. If you don't want your agent to accept file uploads but you don't want it to send an error message, you can specify the disabled mode in the file upload parameter of your agent's script. You can also control which clients can accept file uploads.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Supported Models**: [GPT-6 Luna, Sol, and Astra Are Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_gpt_6.htm&release=264.0.0&type=5 "The GPT-6 Luna, Sol, and Astra models are ready for use in production with a rate limit of 1,000 requests per minute. You can use these models in any supported feature, such as in a prompt template.") (Added the week of October 12, 2026) - Model is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Supported Models**: [Claude Opus 5.5 Is Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_claude_opus_5_5.htm&release=264.0.0&type=5 "The Claude Opus 5.5 model is ready for use in production with a rate limit of 1,000 requests per minute. You can use this model in any supported feature, such as in a prompt template.") (Added the week of October 12, 2026) - Model is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Supported Models**: [Claude Opus 5 Is Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_claude_opus_5.htm&release=264.0.0&type=5 "The Claude Opus 5 model is ready for use in production with a rate limit of 1,000 requests per minute. You can use this model in any supported feature, such as in a prompt template.") (Added the week of October 12, 2026) - Model is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 5, 2026. - **Agentforce Builder**: [Free and Trial Orgs Have New Rate Limits and Model Access Rules](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_new_limits_free_trial.htm&release=264.0.0&type=5 "These changes may affect Developer Edition (DE) Orgs, Trailhead Playgrounds, and more.") (Added and then updated the week of October 12, 2026) - These changes take effect starting the week of October 5, 2026. Release note updated to reflect new limits. - **Prompt Builder**: [Conditional Logic in Prompt Templates Is Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_prompt_builder_conditional_logic.htm&release=264.0.0&type=5 "Conditional logic in generative AI prompt templates is generally available. Add if, else if, and else blocks so that one prompt template adapts based on grounded data.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Prompt Builder**: [Format Prompt Instructions with Text Styling in Prompt Builder](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_prompt_builder_template_block_editor.htm&release=264.0.0&type=5 "The Block Editor now supports rich text formatting in generative AI prompt templates. Headings, lists, bold, italic, underline, and dividers are preserved through save, Preview, and generative AI at run time.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Prompt Builder**: [Ground Prompt Templates with Microsoft Office, Text, and Email Files](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_prompt_builder_file_input.htm&release=264.0.0&type=5 "Prompt templates in Prompt Builder can ground generative AI requests with Word documents, spreadsheets, presentations, text, CSV files, and email files, in addition to PDF and image files.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Agentforce Observability**: [See Knowledge Sources in Agentforce Session Details](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_observability_knowledge_sources.htm&release=264.0.0&type=5 "See Salesforce Knowledge articles and external sources your agent used in a session. Open a session from Sessions & Intents to review which sources were used to support the agent’s responses.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Agentforce Observability**: [Track Voice Latency and Speech Metrics in Session Trace](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_observability_voice_metrics.htm&release=264.0.0&type=5 "Spot long Agentforce Voice silences and inspect speech-to-text and text-to-speech timing in Session Trace, including word-level automatic speech recognition (ASR) confidence. A clock icon flags abnormal agent silence.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Agentforce Observability**: [Review Updated Agentforce Observability Metrics](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_observability_metric_updates.htm&release=264.0.0&type=5 "Several Agentforce Observability metric names and formulas changed. Compare latency and completion trends with the new labels, and review Success Rate with the updated calculation. Agent Interaction Duration is removed from dashboard templates.") (Added the week of October 12, 2026) - Feature available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Agentforce Builder**: [Legacy Agent Builder Changing Reasoning Engine from GPT-4o to GPT-5.6 Luna](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_legacy_builder_model_change.htm&release=264.0.0&type=5 "The legacy Agentforce Builder is implementing an on/off switch to change the reasoning engine to GPT-5.6 Luna on October 15, 2026.") (Added the week of October 5, 2026.) - Change is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Agentforce Builder**: [Dynamic Default Model Selection for New Agents](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_agents_new_defaults.htm&release=264.0.0&type=5 "Starting October 15, 2026, new agents created in Agentforce Builder default to an optimal model selected for them.") (Added the week of October 5, 2026) - Change is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 12, 2026. - **Agentforce Interoperability**: [Authenticate to External MCP Servers with Per-User Credentials](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_mcp_per_user_auth.htm&release=264.0.0&type=5 "Allow Agentforce Employee agents (AEA) to act on behalf of individual users with user-based Model Context Protocol (MCP) servers. With per-user authentication, your users can access an external MCP server with their own credentials instead of a shared system-to-system connection. Eliminate shared service-user tokens and ensure a clear per-user audit trail.") (Added the week of October 5, 2026) - Change is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 5, 2026. - **Agentforce Development**: [Let Agentforce Agents Remember What Matters to Your Users (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_agent_memory.htm&release=264.0.0&type=5 "With Agent Memory, your Agentforce agents recall relevant details from your users' past conversations, so your users don't have to repeat themselves. Agents also reference profile details, such as a user's name, from the first message, so responses feel personalized from the start. Previously, agents had no memory of past conversations, so your users had to restate the same details every time they started a new conversation with an agent.") (Updated the week of October 5, 2026) - Updated the title to avoid confusion with Help Agent. The title was "Help Agents Remember What Matters to Your Users." - **Agentforce Voice**: [Global Expansion for Agentforce Voice with Dynamic Routing](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_voice_dynamic_routing_global_expansion.htm&release=264.0.0&type=5 "To expand the reach of Dynamic Routing, we are continuously adding local phone numbers in more countries throughout this release.") (Updated the week of October 5, 2026) - Added this topic to summarize all newly added local numbers for this release. We added local numbers for Columbia and Singapore starting the week of October 5, 2026. - **Supported Models**: [Gemini 2.5 Pro, Flash, and Flash-Lite Reroute Date Approaching](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_gemini_2_5_reroute.htm&release=264.0.0&type=5 "Gemini 2.5 Pro, Flash, and Flash-Lite model requests will be rerouted October 20, 2026. Gemini 2.5  Pro and 2.5 Flash will be rerouted to Gemini 3.5 Flash, and Gemini 2.5 Flash-Lite will be rerouted to Gemini 3.5 Flash-Lite. We recommend that you test your prompts and applications with the new model in Prompt Builder and AI Models as soon as possible, because expected responses can change.") (Added the week of August 24, 2026) - Models will be rerouted starting the week of October 20, 2026. - **Supported Models**: [Gemini 3.8 Flash Is Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_gemini_flash_3_8.htm&release=264.0.0&type=5 "The Gemini 3.8 Flash model is ready for use in production with a rate limit of 1,000 requests per minute. You can use this model in any supported feature, such as in a prompt template.") (Added the week of October 5, 2026) - Model is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of October 5, 2026. ### September 2026 - **Agentforce Builder**: [Spend Less Time on Manual Testing with the Agentforce Assistant (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_dev_preview.htm&release=264.0.0&type=5 "The Agentforce assistant no longer just suggests changes to your agent. Now it can test them for you, too. When the assistant suggests a change, it automatically runs previews in simulate mode to validate your agent’s basic functionality and its performance against variations and edge cases. Then it iterates until your agent behaves as expected, so you can accept the assistant’s changes with less manual verification. You can also prompt the assistant to test your own changes. For example, ask it to run a specific subagent through different personas and refine based on the results.") (Added the week of September 28, 2026) - Change is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of September 28, 2026. - **Agentforce Agents**: Build and Activate Agents with a Simpler Versioning Process (Added the week of September 28, 2026) - Change is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of September 28, 2026. - **Einstein Bots**: [Upgrade Einstein Bots to Agentforce Service Agent (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_bots_upgrade_tool.htm&release=264.0.0&type=5 "The Upgrade Agent tool, previously available in beta, is now generally available. Use the tool to convert an Einstein Bot to an Agentforce Service Agent. The tool creates the new agent separately, so your existing bot remains available while you review and configure the new agent.") (Added the week of September 28, 2026) - Feature available on a rolling basis starting the week of July 27, 2026. - **Agentforce Agents**: [Give AI Agents More Context with File Uploads](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_file_upload.htm&release=264.0.0&type=5 "Agentforce Service and Employee agents now support file uploads in production and preview conversations, so you can help your agents resolve more inquiries. When you add file upload support to your agent, your users can share screenshots, receipts, and PDFs by attaching a file in the chat window. Your agent can interpret the image or PDF content and answer questions, and it can add the file to a Salesforce record or use the file as context. File uploads are supported for agents connected to web clients on Enhanced Chat v1, Enhanced Chat v2, and Lightning Experience.") (Updated the week of September 21, 2026) - Updated the release note to reflect the new release timing. Feature is available on a rolling basis in Salesforce orgs upgraded to Winter ’27 starting the week of September 28, 2026. - **Agentforce Development**: [Let Agentforce Agents Remember What Matters to Your Users (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_agent_memory.htm&release=264.0.0&type=5 "With Agent Memory, your Agentforce agents recall relevant details from your users' past conversations, so your users don't have to repeat themselves. Agents also reference profile details, such as a user's name, from the first message, so responses feel personalized from the start. Previously, agents had no memory of past conversations, so your users had to restate the same details every time they started a new conversation with an agent.") (Added the week of September 21, 2026) - Feature available on a rolling basis for Salesforce orgs upgraded to Winter '27 starting the week of September 21, 2026. - **Agentforce Builder**: [Preview Custom Lightning Types in Agentforce Builder with Fewer Steps](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_clt_preview_local.htm&release=264.0.0&type=5 "Preview Custom Lightning types (CLTs) in Agentforce Builder for actions you create or customize directly in an agent. CLTs are used to customize the UI for agent action inputs and outputs for a more branded, interactive experience. Previously, CLTs didn't render in preview for actions created or customized in an agent in Agentforce Builder. You had to recreate the action in the asset library. You also had to commit your agent before CLTs rendered at all. Now, CLTs render for actions in preview no matter where you created or modified them, or whether your agent is in a draft or committed state.") (Added the week of September 21, 2026) - Feature available on a rolling basis for Salesforce orgs upgraded to Winter '27 starting the week of September 21, 2026. - **Agentforce Development**: [Learn How to Optimize an Agent by Analyzing Production Data](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_optimize_agent_example.htm&release=264.0.0&type=5 "We added documentation that shows you how to headlessly analyze production data to identify suboptimal agent responses. Your AI assistant identifies root causes, turns them into durable test cases, and suggests fixes, which you validate against a full test suite in your testing environment, such as a sandbox, before promoting to production.") (Added the week of September 21, 2026) - Documentation available starting the week of September 21, 2026. - **Agentforce Development**: [Learn How to Build and Deploy an Enhanced Chat Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_build_enhanced_chat_agent_example.htm&release=264.0.0&type=5 "We added documentation that shows you how to build a chat agent, test and activate it, and deploy it to an Enhanced Chat v2 channel. This example shows you how to complete the steps by using headless (using an AI coding assistant), Canvas (using the Salesforce UI), or Agent Script (using code) paths.") (Added the week of September 21, 2026) - Documentation available starting the week of September 14, 2026. - **Agentforce Development**: [Learn How to Ground an Agent with an Agentforce Data Library](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_ground_agent_adl_example.htm&release=264.0.0&type=5 "We added documentation that shows you how to develop an agent, ground it with an Agentforce data library, test, and activate it. This example shows you how to complete the steps by using headless (using an AI coding assistant), or Canvas (using the Salesforce UI) paths.") (Added the week of September 21, 2026) - Documentation available starting the week of September 14, 2026. - **Enhanced Chat v2**: [Help Customers Continue Ended Sessions in Enhanced Chat v2](https://help.salesforce.com/s/articleView?id=release-notes.rn_ecv2_continue_conversation.htm&release=264.0.0&type=5 "After a messaging session times out or ends in Enhanced Chat v2, customers can easily resume it by clicking Continue Conversation in the chat window.") (Added the week of September 14, 2026) - Feature available on a rolling basis for Salesforce orgs upgraded to Winter '27 starting the week of August 31, 2026. - **Enhanced Chat v2**: [Give Customers a Smoother Conversation Experience in Enhanced Chat v2](https://help.salesforce.com/s/articleView?id=release-notes.rn_ecv2_conversation_view_updates.htm&release=264.0.0&type=5 "Enhanced Chat v2 now delivers a smoother, easier-to-follow conversation experience. When a customer sends a message, it stays in view while the response loads instead of scrolling out of sight, so customers can read replies in context. The avatar now appears above the Send Message text field for a cleaner layout.") (Added the week of September 7, 2026) - Feature available starting the week of August 31, 2026. - **Agentforce Connections**: [Control How Agent Action Outputs Appear on a Connection](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_agentforce_render.htm&release=264.0.0&type=5 "Always format an agent action's output the same way on a specific connection with the render nested inline action. If you don't specify an adaptive response format, Agentforce decides which one to use during the conversation. You can also format an action's output as JSON so that a connection can receive the action's structured data directly. And, with show_and_return nested inline action, you can now tell the agent to send a response and end reasoning at the end of an action.") (Added the week of September 7, 2026) - Feature available starting the week of September 7, 2026. - **Agentforce Agents**: [Give AI Agents More Context with File Uploads](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_file_upload.htm&release=264.0.0&type=5 "Agentforce Service and Employee agents now support file uploads in production and preview conversations, so you can help your agents resolve more inquiries. When you add file upload support to your agent, your users can share screenshots, receipts, and PDFs by attaching a file in the chat window. Your agent can interpret the image or PDF content and answer questions, and it can add the file to a Salesforce record or use the file as context. File uploads are supported for agents connected to web clients on Enhanced Chat v1, Enhanced Chat v2, and Lightning Experience.") (Added the week of September 7, 2026) - Feature available on a rolling basis starting the week of September 21, 2026. This feature was previously announced in Summer ʼ26, but it wasn't quite ready yet. - **Field Generation**: [Field Generation Refinements Now Respect Your Selected Model](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_prompt_builder_template_field_gen_model.htm&release=264.0.0&type=5 "Previously, follow-up responses from Einstein in the field generation panel used the Salesforce default LLM instead of the model assigned to your field generation prompt template. Follow-up and refinement responses are now generated from the model that you selected in the prompt template.") (Added the week of August 31, 2026) - Feature available starting in September 2026. - **Field Generation**: [Keep Field Generation Responses Focused on Business Use Cases](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_prompt_builder_template_field_gen.htm&release=264.0.0&type=5 "By default, field generation follow-up refinement requests aren't validated to ensure relevance to business requests. This means users can make unrelated, non-business requests within the field generation panel. To steer users back to your specific business goals, turn on the new Validate Field Generation Refinements setting in Setup. This limits the agent's focus entirely to field generation-related activity, ensuring your Einstein credits are spent only on relevant business use cases.") (Added the week of August 31, 2026) - Feature available starting in September 2026. - **Agentforce Connections**: [Customize Agent Behavior Across Channels with Connection Instructions](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_agentforce_connection_instructions.htm&release=264.0.0&type=5 "Guide how your agent reasons and responds on the Messaging, Service Email, or Marketing Email connection with customizable connection instructions. For example, you can tell the agent to ignore disclaimers in emails or to use a specific response format for certain messages.") (Added the week of August 31, 2026) - Feature available starting the week of September 7, 2026. - **Agentforce Connections**: [Customize Agent Responses with Dynamic Messaging Components](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_agentforce_custom_response_format.htm&release=264.0.0&type=5 "Create custom response formats based on messaging components, including the enhanced link, question with static options, question with dynamic options, time selector, and form components. Use the output of an agent action to populate dynamic content in your custom response formats. For example, have an agent action gather the details for a return request and then populate a custom form for the customer.") (Added the week of August 31, 2026) - Feature available starting the week of September 7, 2026. - **Agentforce Builder**: [Easily Compare and Merge Agent Versions in Agentforce Builder](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_agentforce_compare_versions.htm&release=264.0.0&type=5 "Copy improvements from one agent version to another with a few clicks. You can now compare two versions and merge changes from one into another in Canvas and Script view.") (Added the week of August 31, 2026) - Feature available starting the week of September 7, 2026. - **Agentforce Voice**: [Pass Context with Custom SIP Headers and Disconnect with REFER in Agentforce Voice](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_voice_sip_headers.htm&release=264.0.0&type=5 "Capture custom SIP X-headers from inbound calls to deliver contextual information, such as customer intent, language preference, or case history. Configure your escalation and fallback flows to return or modify headers using the SIP REFER method when disconnecting or transferring calls.") (Added the week of August 31, 2026) - Feature available starting the week of September 7, 2026. - **Agentforce Voice**: [Dynamic Routing for Agentforce Voice Is Now Available in Japan](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_voice_dynamic_routing_japan.htm&release=264.0.0&type=5 "Dynamic Routing now supports local phone numbers in Japan. To connect to the voice-enabled agent, call the reserveRoutableNumber API, and then forward the call to the local number.") (Added the week of August 31, 2026) - Feature available starting September 3, 2026. - **Agentforce Platform Settings**: [Agentforce Platform Enabled by Default](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_auto_enable.htm&release=264.0.0&type=5 "In Winter ’27, the Agentforce platform is enabled by default for all orgs with Agentforce access, as granted by SKUs, licensing, and editions. New orgs are enabled at creation, and existing orgs will be auto-enabled. The Agentforce setting will be removed from the Agentforce Agents page in Setup, so you can build, test, and deploy agents with one less step. The platform is enabled at no additional cost and there are no changes to billing.") (Added the week of August 24, 2026) - This change automatically applies to new orgs created in Winter ʼ27 and is planned for existing orgs on a rolling basis, starting in September 2026. - **Agentforce Development**: [Move Agents Between Orgs More Easily with Simplified Agent Metadata Types](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_metadata.htm&release=264.0.0&type=5 "Starting in API version 68.0, we’ve streamlined Agentforce agent metadata types to make it easier to retrieve and deploy agents. Previously, moving an agent from sandbox to production required at least three metadata types. Plus, you had to manually add every Apex class, flow, and prompt template associated with an agent action, making sure to indicate the correct agent version. With the new AiAgentDefinition and AiAgentDefinitionVersion types, Salesforce CLI now retrieves the agent and all its dependencies automatically.") (Added the week of August 24, 2026) - This change is available starting with preview sandboxes the week of August 24, 2026. - **Agentforce Voice**: [Agentforce Voice Now Enforces the Limit on Procured Phone Numbers](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_voice_enforce_phone_number_limit.htm&release=264.0.0&type=5 "Agentforce Voice now enforces the Salesforce Voice (Native Telephony) limit on the number of phone numbers that you can procure. In production orgs, your Agentforce Voice license determines the limit. In sandbox and trial orgs, the limit is 10 phone numbers regardless of your license. Previously, these limits weren't enforced.") (Added the week of August 17, 2026) - Feature available starting the week of September 7, 2026. - **Agentforce Voice**: [Show Full Conversation History in Post-Call Transcripts for Agentforce Voice Calls](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_voice_post_call_transcript.htm&release=264.0.0&type=5 "The Enhance Conversation component in the Service Console now displays consistent transcripts during and after a voice call handled by a voice-enabled agent. When the agent transfers the call to a service rep, the voice call record for the rep-customer conversation (VC1) now shows both the agent-customer and rep-customer transcripts after the call, matching what was visible during the call. Previously, VC1 showed both transcripts during the call but dropped the agent-customer transcript after the call ended.") (Added the week of August 17, 2026) - Feature available starting the week of September 7, 2026. - **Agentforce Voice**: [Enable Flexible Call Recording Control Within Conversations via Toolkit API](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_voice_pause_resume_recording_with_api.htm&release=264.0.0&type=5 "Salesforce developers and admins can now use the Salesforce Voice Toolkit API to pause and resume call recordings without the Control Call Recording user permission. Previously, these users needed this permission. This permission is still required to use the pause and resume controls in the Salesforce UI.") (Added the week of August 17, 2026) - Feature available starting the week of September 7, 2026. ### August 2026 - **Supported Models**: [Gemini 3.7 Flash Is Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_gemini_flash_3_7.htm&release=264.0.0&type=5 "The Gemini 3.7 Flash model is ready for use in production with a rate limit of 1,000 requests per minute. Use these models for certain functionality, such as in a prompt template.") (Added the week of September 7, 2026) - Feature available starting the week of August 17, 2026. - **Agentforce Interoperability**: [Extend Agentforce Solutions with Multi-Agent Orchestration (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_agentforce_multi_agent_orchestrate.htm&release=264.0.0&type=5 "Extend your agent’s capabilities with Multi-Agent Orchestration for Agentforce. Connect your Agentforce agent with other specialized Agentforce agents in your Salesforce org. Together they collaborate on complex tasks to deliver amazing outcomes for your business.") (Updated the week of September 7, 2026) - Feature available starting the week of August 17, 2026. - **Supported Models**: [Gemini 3.6 Flash Is Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_models_gemini_flash_3_6.htm&release=264.0.0&type=5 "The Gemini 3.6 Flash model is ready for use in production with a rate limit of 1,000 requests per minute. Use these models for certain functionality, such as in a prompt template.") (Updated the week of August 31, 2026) - Feature available starting the week of August 10, 2026. - **Service Assistant**: [Know When Guidance Service Plan Creation is in Progress with a Status Indicator](https://help.salesforce.com/s/articleView?id=release-notes.rn_sra_status.htm&release=264.0.0&type=5 "Service reps now see a status indicator in the component that signals a service plan is being created. Previously, the component gave no indication that a plan was in progress, so reps had to wait until the plan summary appeared without knowing whether anything was happening.") (Updated the week of August 31, 2026) - Removed the mention of dynamic plans no longer showing the Service Plan summary cards until they're ready and the "Service Assistant is working on it" status indicator appearing instead. These changes aren't available anymore. ## Analytics Release Note Changes by Month We made these additions and changes to published release notes. ### OCTOBER 2026 **Tableau Next** - **Tableau Agent**: [Step Up to the Next Generation of Conversational Analytics in Tableau Next](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_agents_av_nga.htm&release=264.0.0&type=5 "If you're curious to try out Tableau Agent for conversational analytics in Tableau Next, now is a good time to start. Creating an agent based on the Analytics and Visualization V2 template in Agentforce Studio gives you an enhanced analytics experience, plus access to next-generation Agentforce technology and capabilities. Basing the agent on the Analytics and Visualization V2 template requires no additional set up steps in the Agentforce Builder—you automatically get the Data Analysis subagent and all of the capabilities required for conversational analytics.") (Added the week of October 5, 2026) - **Visualizations**: [Compare Proportions and Show Hierarchies with Packed Layouts](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_visualization_packed_layout.htm&release=264.0.0&type=5 "Use treemaps to visualize category and subcategory hierarchies and compare each category’s share of the total. Create packed bubble charts to compare relative values across categories and quickly identify the largest and smallest contributors. Container panes in the Packed layout visually group marks to show how sub-categories roll up into categories.") (Added the week of October 5, 2026) - **Visualizations**: [Track Totals and Category Contributions Over Time with Area Charts](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_visualization_area_charts.htm&release=264.0.0&type=5 "Visualize each category’s share of the total with the stacked, colored bands of Tableau Next area charts. Spot changes in overall volume and the distribution across categories over time. Choose continuous area charts to show values along an axis or discrete area charts to show values under separate headers.") (Added the week of October 5, 2026) - **Visualizations**: [Choose When to Save Visualization and Semantic Model Changes](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_visualization_explicit_save.htm&release=264.0.0&type=5 "Changes you make to Tableau Next visualizations and their underlying semantic models from the Viz Builder are no longer saved automatically. Updates to the visualization while exploring the data, like choosing a different chart type, don’t automatically overwrite the saved version. Similarly, modifications to the underlying semantic model, like creating a calculated field, aren’t saved until you choose to save them. The Viz Builder indicates that you have unsaved changes so you can choose whether to save your updates.") (Added the week of October 5, 2026) - **Visualizations**: [Customize Marks with New Formatting Options](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_visualization_marks_formatting.htm&release=264.0.0&type=5 "Style marks to highlight your data and make Tableau Next visualization elements easier to distinguish. Adjust border width and color to define mark edges, and change opacity to make overlapping marks easier to see. Round bar corners for a softer appearance, and apply dashed styles to line marks, reference lines, and forecast lines. Format headings, body text, and links on marks to improve readability and emphasize key details.") (Added the week of October 5, 2026) - **Visualizations**: [Draw Comparisons with Grand Totals and Subtotals Across Visualizations](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_visualization_totals_subtotals.htm&release=264.0.0&type=5 "Compare individual values with subtotals for their groups and grand totals for all groups in a Tableau Next visualization. Add grand totals and subtotals to bar charts, stacked bar charts, and crosstabs, plus grand totals to line charts. Display totals and subtotals for nested groups and multiple measures horizontally or vertically. Choose which totals and subtotals appear before or after crosstab detail rows and columns. Hover over stacked subtotal or grand total bar segments to see their values in tooltips.") (Added the week of October 5, 2026) - **Visualizations**: [Customize Visualization Titles with Rich Text](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_visualization_title_text_editor.htm&release=264.0.0&type=5 "Give Tableau Next visualizations descriptive titles that convey what the data shows. Include related information, such as the workspace the visualization belongs to and fields used in the chart, to provide context. Format titles with font, size, color, emphasis, and alignment options to make them easy to read. Save time when you add visualizations to a dashboard by displaying their titles so you don’t need to create separate text widgets.") (Added the week of October 5, 2026) - **Visualizations**: [Highlight Table Values with Badges](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_table_badge.htm&release=264.0.0&type=5 "Scan key information faster by applying a badge effect to text and numbers in Tableau Next tables. Customize badge colors to make differences between field values easier to recognize. For example, distinguish opportunity stages with colored badges to track deal progress. Or, compare profit margins across product categories to identify strong and weak performance.") (Added the week of October 5, 2026) - **Visualizations**: [Show or Hide Missing Values in Visualizations](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_viz_show_missing_values.htm&release=264.0.0&type=5 "Identify gaps in your records by showing dates or bins with no corresponding data in Tableau Next visualizations. For example, show every month in a sales chart to identify months with no recorded sales activity. Or, hide dates or bins with no recorded data for a cleaner look when the gaps aren’t relevant to your analysis.") (Added the week of October 5, 2026) - **Dashboards**: [Reuse Dashboard Extensions with Dynamic Data Binding](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_dashboard_extensions_dynamic_binding.htm&release=264.0.0&type=5 "Build a Tableau Next dashboard extension with custom Lightning Web Components (LWC) once, and reuse it with different data to meet a range of business needs. With dynamic data binding, select the semantic model and map its fields in the Properties panel instead of changing the extension’s code. Using the same extension across models means fewer separate versions to maintain. For example, build a custom sunburst chart with Lightning Web Components (LWC) and reuse it to analyze opportunity pipelines or product sales.") (Added the week of October 5, 2026) - **Dashboards**: [Manage How Tableau Next Dashboards Appear on Different Screens](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_dashboard_screen_appearance.htm&release=264.0.0&type=5 "Dashboard authors now have more control over how Tableau Next dashboards appear when screen space is limited. You can set a minimum dashboard width so a horizontal scroll bar appears when the screen is narrower than that width. Keep long text contained by defining overflow and wrapping in text widgets. Also, page links in navigation widgets move into an overflow menu to prevent crowding the dashboard.") (Added the week of October 12, 2026) - **Dashboards**: [Style Multiple Dashboard Widgets at Once](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_style_multiple_dashboard_widgets.htm&release=264.0.0&type=5 "Build and update Tableau Next dashboards faster by applying formatting changes to multiple widgets in one action. When you select widgets of the same type, the styling panel shows their shared type-specific options, such as text color and font size for filter widgets. When you select different widget types, the panel shows only the widget-level styles common to all selected widgets.") (Added the week of October 12, 2026) - **Workspaces**: [Replace Source Files to Keep Google Drive Data Lake Objects Current (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_replace_gdrive_dlo.htm&release=264.0.0&type=5 "You can now replace a source file in an existing Google Drive data lake object (DLO) when the file is outdated. Select a file from the original or a different Google Drive connection without recreating the DLO or its refresh schedule. You can also switch file types, such as from CSV to XLSX, when the replacement file or sheet matches the DLO schema.") (Added the week of October 12, 2026) - **Workspaces**: [Manage Pre-Production Analytics Assets in Exploratory Orgs](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_exploratory_org_rename.htm&release=264.0.0&type=5 "Personal Orgs are now known as Exploratory Orgs. Keep building, analyzing, and promoting your analytics assets as before. This terminology update applies across your workspaces and administrative settings without affecting existing features, assets, or permissions.") (Added the week of October 12, 2026) - **Exploration and Action**: [Get Data Alerts for Goals, Thresholds, or Important Changes to Tableau Next Metrics](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_metric_data_alerts.htm&release=264.0.0&type=5 "Use Tableau Agent: Data Alerting to spend more time taking action and less time checking dashboards. Set a schedule that works for you, and choose the type of alerts you want to receive: progress toward goals or thresholds, unusual changes to metric values, or period-over-period changes to your metrics. When you create a goal or threshold, alerts are sent by default. Alerts are sent to your email and also appear under the Notifications icon (bell) in Tableau Next.") (Added the week of October 12, 2026) - **Exploration and Action**: [Tableau Agent: Data Alerting Is Generally Available for Metrics and Data](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_metric_data_alerts_ga.htm&release=264.0.0&type=5 "Tableau Agent: Data Alerting, formerly called Inspector Proactive Data Alerts, is now generally available. Users can ask Agentforce or Tableau Next Model Context Protocol (MCP) to send them alerts for queries about metrics or their dataset. For example, ask to get an alert when the total number of open high-priority cases exceeds 10. The conditions for your alert are checked once per day, and if the conditions are met, a notification is sent to channels chosen by your admin—desktop, mobile, or Slack.") (Added the week of October 12, 2026) **CRM Analytics** - **Data Integration**: [Upgrade to OAuth Security for Your Salesforce External Connections](https://help.salesforce.com/s/articleView?id=release-notes.rn_bi_integrate_salesforce_external_oauth.htm&release=264.0.0&type=5 "Increase data security by using OAuth 2.0 authentication with your Salesforce external input and output connectors. The SOAP login() API isn't supported after v64. To maintain data sync, you must upgrade all existing Salesforce external connections to use OAuth before the Winter ‘27 release.") (Updated the week of October 15, 2026) - Updated the release note to clarify that end of support for **Username** and **Password** settings is on October 27—31, 2026. **Data 360 Reports and Dashboards** - [See Relevant Report Data by Using Organizational Hierarchies in Data 360 Reports (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_data360_reports_org_hierarchies.htm&release=264.0.0&type=5 "Filter Semantic Data Model reports to help your users focus on the report data that matters to their role. By defining role or manager hierarchies, you can provide a focused view of organizational data and simplify reporting across teams. Managers can easily analyze their team’s records or view all records.") (Updated the week of October 12, 2026) - Updated the release notes title to clarify that the feature applies to Data 360 Reports and not Data 360. ### SEPTEMBER 2026 **Tableau Next** - **Tableau Agent**: [Ask Questions About Organization Hierarchy with Tableau Agent in Tableau Next](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_agents_org_hierarchy.htm&release=264.0.0&type=5 "Ask Tableau Agent critical business questions like \"What's my team's revenue?\" or \"How is my region performing?\" without the need for separate metric definitions for each organizational level.") (Added the week of September 7, 2026) - **Workspaces**: [Clone Assets and Their Lineage for Safe, Isolated Editing in Tableau Next](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_deep_clone.htm&release=264.0.0&type=5 "Deep cloning copies a dashboard or visualization together with chosen parts of its lineage, re-pointing all references to the new copies so nothing breaks. Before committing, a preview shows exactly how many assets will be created. The operation is atomic: if any part fails, the entire clone rolls back with no partial copies left behind.") (Added the week of September 7, 2026) - **Workspaces**: [Identify App-Originated Assets in Tableau Next](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_app_badge.htm&release=264.0.0&type=5 "Quickly distinguish which assets in your workspace originated from an app. This visual badge marks every out-of-the-box app, so analysts can distinguish between what assets users with Limited Viewer licenses can see.This badge removes guesswork and speeds up collaborative customization planning. When you hover over the badge, you can see the originating app, version, installation date, and whether the asset is deployed or used on a Salesforce page. Cloned assets don't retain the badge.") (Added the week of September 7, 2026) - **Workspaces**: [Track Where Your Tableau Next Dashboards Are Embedded](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_embed_details.htm&release=264.0.0&type=5 "From the detail panel of any dashboard, see the Lightning pages it's embedded in, with a direct link to each location. Users without access to a page see a count of restricted pages instead of a link. Analysts with a Creator license can use this view to spot actively used dashboards and navigate straight to the page where an asset lives.") (Added the week of September 7, 2026) - **Workspaces**: [Explore Data with Agents in Personal Orgs (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_agents_exploratory_org_ga.htm&release=264.0.0&type=5 "Sync Concierge and the SDM Agent to a Personal org so that analysts can experiment with agent-assisted analytics without affecting production. Agent metadata syncs when you create the Personal org or turn on AI features. If an agent changes after the initial sync, turn AI features off and on to bring the latest agent metadata into the Personal org.") (Added the week of September 7, 2026) - **Workspaces**: [Develop Analytics in a Personal Org and Promote Your Changes (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_exploratory_org_ga.htm&release=264.0.0&type=5 "Personal orgs provide a safe space to combine Tableau Next production data with your own datasets. You can experiment with models and visualizations, and refine your analysis without affecting trusted production content. Share workspace assets with other analysts for feedback, then promote completed work to your production org for broader use.") (Added the week of September 7, 2026) - **Visualizations**: [Create Waterfall Charts in Tableau Next More Easily](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_visualization_waterall_improvements.htm&release=264.0.0&type=5 "Use the new Waterfall thumbnail in the Show Me pane to help you identify the fields required to create a waterfall chart. You also no longer need to manually create additional fields to visualize the cascading effect that shows how values increase or decrease across stages. For example, assess amounts across opportunity stages in a waterfall chart to see how each stage contributes to the total and identify where to focus your efforts.") (Added the week of September 7, 2026) - **Visualizations**: [Customize Tooltips in Tableau Next](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_visualization_custom_tooltips.htm&release=264.0.0&type=5 "Include the most relevant context for a visualization by choosing the fields and details to show in custom tooltips. Format tooltip text, customize text and background colors, and adjust background opacity to emphasize key information and present insights clearly. Add Include and Exclude command buttons so users can filter the visualization directly from a data mark..") (Added the week of September 7, 2026) - **Dashboards**: [Author Accessible Tableau Next Dashboards with Keyboard Navigation](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_dashboard_keyboard_nav.htm&release=264.0.0&type=5 "Navigate the dashboard canvas and customize widget properties entirely through standard keyboard keystrokes. Use arrow keys to shift focus across grid items, press Enter to dive into container layers or context menus, and press Escape to ascend levels. This built-in accessibility enhancement complies with Web Content Accessibility Guidelines (WCAG) 2.1 Level AA mandates without setup. Previously, creating and editing dashboards was inaccessible to screen-reader and keyboard-only users.") (Added the week of September 7, 2026) - **Dashboards**: [Show Embedded Dashboards on Tablets and Customized Header Controls](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_dashboard_lwc_tablet.htm&release=264.0.0&type=5 "Deliver mobile analytics and cleaner page layouts by embedding dashboards that render correctly on tablet devices. Reduce visual clutter by hiding the dashboard title without removing essential user actions, such as download as image. You can configure these header preferences directly within the app builder to customize the workspace layout. Embedded dashboards previously blocked tablet rendering and lacked independent title visibility settings.") (Added the week of September 7, 2026) - **Sharing and Embedding**: [Understand App Creation from Templates with Visual Representations](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_app_template_visualizer.htm&release=264.0.0&type=5 "See how your Tableau Next app templates process assets as apps are created and updated, so you can build templates faster and troubleshoot installation failures. Templates use JSON chain files to create and update app assets in the correct order, and JSON rule files to define how an app is created. The template builder turns chain and rule files into readable visualizations of tasks, transformations, and dependencies.") (Added the week of September 7, 2026) - **Sharing and Embedding**: [Share Configurable Insights with Template Builder (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_dashboard_template_ga.htm&release=264.0.0&type=5 "Use the template builder to create Tableau Next dashboard templates with clicks, not code. Then, share your templates to the Marketplace to improve the efficiency of dashboard design and best practices. You can add configuration steps for installation, so users can add data and details for their own custom dashboards.") (Added the week of September 7, 2026) - **Sharing and Embedding**: [Create App Templates from Your Tableau Next Workspace (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_app_template_ga.htm&release=264.0.0&type=5 "Create reusable app templates from your Tableau Next workspaces and share them across orgs. An app template is your workspace's data and insights resources collected as a package. When users install an app from the template, they get the same workspace functionality, with all resource relationships preserved, whether installing in the same org or a different one.") (Added the week of September 7, 2026) - **Exploration and Action**: [Use Improved Metric Layout for Insights at a Glance](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_metric_redesign.htm&release=264.0.0&type=5 "It’s faster and easier than ever to understand your data with the redesigned metric card layout. Quickly understand your metric’s value and progress toward your goal. New metrics use the redesigned layout by default. After you save your dashboard so that metrics use the new layout, you can’t switch back to the legacy layout.") (Added the week of August 31, 2026) - **Development**: [Embed Tableau Next Assets Faster with SDK Onboarding for AI Coding Assistants](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_embedding_sdk_onboarding.htm&release=264.0.0&type=5 "Get up and running faster when embedding Tableau Next analytics in your web apps using the built-in onboarding skill for AI coding assistants. The packaged SKILL.md walks your assistant through the Embedding SDK's APIs and configuration to generate integration code using the current SDK version. This release also adds per-org session management functions, custom welcome and avatar image properties for the AnalyticsAgent component, and a smaller runtime bundle.") (Added the week of September 14, 2026) **Tableau Semantics** - [Set Scalable Targets with Data-Defined Goals](https://help.salesforce.com/s/articleView?id=release-notes.rn_semantics_data_goal.htm&release=264.0.0&type=5 "Create dynamic goals based on a measure in the semantic data model. When an analyst creates a metric in the semantic data model, users can apply filters and follow the sub-metric. Anyone who filters or follows a sub-metric inherits the data-defined goal, and Tableau automatically displays the goal that matches the metric’s filters and time period, if one is available. For example, you can create a data-defined goal based on the win rate measure. If the team has a data-defined goal for a win rate of 30%, and the West territory has its own goal of 28%, then users who filter the sub-metric to the West territory see the correct goal—28%. This way, users don’t need to create individual goals for each sub-metric, and your team stays in sync working towards the same goal.") (Added the week of August 31, 2026) **CRM Analytics** - **Data Integration**: [Upgrade to OAuth Security for Your Salesforce External Connections](https://help.salesforce.com/s/articleView?id=release-notes.rn_bi_integrate_salesforce_external_oauth.htm&release=264.0.0&type=5 "Increase data security by using OAuth 2.0 authentication with your Salesforce external input and output connectors. The SOAP login() API isn't supported after v64. To maintain data sync, you must upgrade all existing Salesforce external connections to use OAuth before the Winter ‘27 release.") (Added the week of August 31, 2026) - [Query Your Analytics Data in Natural Language with CRM Analytics MCP Server (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_bi_mcp_server.htm&release=264.0.0&type=5 "CRM Analytics MCP server is a Salesforce-hosted Model Context Protocol (MCP) server. Connect AI assistants such as Claude, Cursor, GitHub Copilot, and ChatGPT to your analytics data. With one OAuth connection, business users, developers, and admins can query governed CRM Analytics data in natural language, without building a custom integration.") (Added the week of September 7, 2026) **Reports and Dashboards** - [Embed Lightning Reports in Your Lightning Web Runtime Experience Cloud Sites (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_rd_embed_reports_lwr.htm&release=264.0.0&type=5 "Embed Lightning reports directly in your Lightning Web Runtime (LWR)-based Experience Cloud sites with a native Lightning web component. Users can then create charts and tables, apply conditional formatting, view trend reports, collaborate with Chatter, and edit records inline without leaving the Experience Cloud site. Previously, Lightning reports were available only in Aura-based Experience Cloud sites.") (Updated the week of September 21, 2026) - Updated the How section to clarify that the users should turn on the org pref for the feature in Reports and Dashboards Settings. ### AUGUST 2026 **Tableau Next** - No changes since the initial publication. **Tableau Semantics** - No changes since the initial publication. **Reports and Dashboards** - [Embed Lightning Reports in Your Lightning Web Runtime Experience Cloud Sites (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_rd_embed_reports_lwr.htm&release=264.0.0&type=5 "Embed Lightning reports directly in your Lightning Web Runtime (LWR)-based Experience Cloud sites with a native Lightning web component. Users can then create charts and tables, apply conditional formatting, view trend reports, collaborate with Chatter, and edit records inline without leaving the Experience Cloud site. Previously, Lightning reports were available only in Aura-based Experience Cloud sites.") (Updated the week of August 31, 2026) - Updated the How section to clarify that the users should contact Salesforce Customer Support to turn on the feature. - Show Only Matching Records Across Blocks in Joined Reports (Beta) (Removed the week of August 24, 2026) - This feature isn't quite ready yet, so we removed it for now. **Data 360 Reports and Dashboards** - Find the Right Report Type Faster with Improved Report Search (Beta) (Removed the week of August 24, 2026) - This feature isn't quite ready yet, so we removed it for now. **CRM Analytics** - No changes since the initial publication. ## 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) ## Commerce Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **B2B Commerce**: [Maintain Multiple Carts Simultaneously (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_advcart.htm&release=264.0.0&type=5 "With advanced cart management for B2B Commerce, now generally available, buyers can have multiple independent carts, each organized for a different project. Buyers can name, rename, or delete a saved cart to keep their procurement organized.") (Added the week of October 19, 2026) - **B2B Commerce**: [Split Shipment, Apply Coupons, and Add Gifts to a Saved Cart](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_savedcarts_couponsgifts.htm&release=264.0.0&type=5 "Let your B2B buyers configure multi-address shipping, add gift wrapping and messages, and apply coupon codes in their cart by adding new components to your pages. Buyers can also apply different coupons to different carts without the need to switch to the default cart.") (Added the week of October 19, 2026) - **B2B Commerce**: [Request Quotes and Checkout from Saved Carts](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_quotes_checkout.htm&release=264.0.0&type=5 "Let B2B buyers request quotes and complete checkout from any saved cart. Buyers can manage multiple purchasing scenarios simultaneously without switching between carts or losing progress. Previously, you needed to switch to the default cart.") (Added the week of October 19, 2026) - **B2B Commerce**: [Organize Your Carts by Date](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_savedcarts_sortpage.htm&release=264.0.0&type=5 "B2B buyers can now sort their cart list by created or modified date. The cart list shows the default cart at the top along with the four most recently modified carts.") (Added the week of October 19, 2026) - **B2B Commerce**: [Collaborate on B2B Orders with Shared Cart Permissions](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_sharecart.htm&release=264.0.0&type=5 "Simplify complex purchasing workflows as B2B Commerce buyers can now share carts with team members on their account. Buyers can grant view, edit, or check out access to facilitate internal approvals without sharing login credentials. Team members can easily track active collaborators and manage shared carts.") (Added the week of October 19, 2026) - **B2B Commerce**: [Speed Up Bulk Ordering by Using a CSV File](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_savedcart_importexport.htm&release=264.0.0&type=5 "Populate a cart with multiple line items in a single action by importing a CSV file. If a buyer has a large or complex order, they no longer need to add products one at a time. Before checkout, you can export to a CSV file to review, edit, or share order details outside the storefront. Prepare or update cart contents in spreadsheet workflows and then move data into B2B Commerce.") (Added the week of October 19, 2026) - **B2C Commerce**: [Prevent Store Product Discrepancies with Partial POS Syncs](https://help.salesforce.com/s/articleView?id=release-notes.rn_b2c_pos_partial_sync.htm&release=264.0.0&type=5 "Keep your product information up to date without waiting on a full catalog sync. Set up a delta sync schedule to update only what's changed, such as product modifications, price changes, and translated details. Shoppers see the same accurate product details whether they're browsing online or standing at the register.") (Added the week of October 5, 2026) ### August 2026 - [Add Product Media and Attachments from External URLs](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_productmediaurl.htm&release=264.0.0&type=5 "Attach images, videos, and other files to a product by using an external URL instead of uploading files to Salesforce CMS. Previously, you had to store a media file in Salesforce CMS before you could add it to a product. After you set this option in your org settings, it applies to all stores in your org.") (Added the week of September 7, 2026) - **B2C Commerce**: [Measure Shopper Agent Analytics with Agentforce Commerce Client](https://help.salesforce.com/s/articleView?id=release-notes.rn_b2c_shopper_agent_analytics.htm&release=264.0.0&type=5 "Understand how much conversion and revenue your B2C Shopper Agent drives across your Storefront Reference Architecture (SFRA) storefront. Track agent-influenced orders, the conversion rate, and average order value (AOV) in one place. Compare agent-influenced performance against your site-wide baselines to see how much impact the agent drives. Analytics data comes from the Agentforce Commerce Client, now delivered by the plugin_commerce_client cartridge, which replaces the retired plugin_shopper_agent cartridge.") (Added the week of August 31, 2026) - **B2B Commerce**: [Access B2B Store Pages with Enhanced Permission Security](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_store_page_access.htm&release=264.0.0&type=5 "Updated permission settings bring enhanced security to your B2B store pages. In the Starter, Pro Suite, and Freemium editions, after you upgrade to Winter '27, B2B Commerce users without the Commerce Admin permission will no longer have access to store pages. Assign the Commerce Admin permission set to restore their access.") (Added the week of August 31, 2026) - **B2B Commerce**: [Automatically Release Reserved Resources for Failed Orders](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_releaseresources.htm&release=264.0.0&type=5 "When an order fails, you can now release the items that have been reserved to prevent inventory mismatch. Separately configure payment reversal in your B2B store for failed orders. Alternatively, you can configure your own post-order cleanup mechanism for failed orders.") (Added the week of August 17, 2026) - **B2B Commerce**: [Automate Email Notifications for Failed Orders](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_automatefailedorderemails.htm&release=264.0.0&type=5 "Notify buyers when a cart wasn't converted to an order. If a cart has a Failed status, an Order Creation Failure email is sent to the buyer. The email isn't sent for carts that are pending.") (Added the week of August 17, 2026) - **B2B Commerce**: [View When Orders Are in Pending or Failed State](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_postorder264.htm&release=264.0.0&type=5 "Buyers in your B2B store can now see if their order is pending or failed immediately after placing the order. Previously, the confirmation page showed no record of the order if it was pending or failed. Pending orders prior to this release don't appear in Order History.") (Added the week of August 17, 2026) - **B2B Commerce**: [Update Stores Prior to Summer '25 That Use Place Order Orchestration](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_placeorderintegration264.htm&release=264.0.0&type=5 "If you have a B2B store that was created before Summer '25 that uses Place Order orchestration, it's excluded from the Order Ingestion job—a background process in which Checkouts and carts become orders. The Order Ingestion job now skips carts and checkout sessions from B2B stores that still use Place Order orchestration from before Summer '25.") (Added the week of August 17, 2026) - **B2B Commerce**: [Apply Pricing Adjustments to Subscription Products](https://help.salesforce.com/s/articleView?id=release-notes.rn_comm_subscription_pricing_adjustments.htm&release=264.0.0&type=5 "Volume-tiered pricing adjustments now apply to subscription products in purchase, amendment, and renewal flows. Use the same pricing rules for subscription and non-subscription products to manage pricing across mixed catalogs, with support for both standard and contract pricing.") (Added the week of August 17, 2026) ## Data 360 Release Note Changes by Month These are the additions and changes included in this release. ### October 2026 **Cross Cloud** - **Data Processing Engine**: [Control Currency Handling for Data Processing Engine](https://help.salesforce.com/s/articleView?id=release-notes.rn_dpe_currency_conversion.htm&release=264&type=5&language=en_US)(Added week of Aug 10, 2026) - This feature will be available week of October 2, 2026 (R1 release) - **Analytics**: [Manage Pre-Production Analytics Assets in Exploratory Orgs](https://help.salesforce.com/s/articleView?id=release-notes.rn_tua_exploratory_org_rename.htm&release=264&type=5&language=en_US)(Added week of Oct 12, 2026) **Get Started** - **General Functionality**: [Simplify Your Navigation with the Updated Data 360 Menu](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_nav_resources.htm&release=264.0.0&type=5 "Reduce tab overload and access enablement material directly from the updated Data 360 navigation and resource pages. The left side navigation groups related features together, so you can move through your work more smoothly.") (Updated week of Oct. 5, 2026) - This release has been delayed until October. **Connect and Unify** - **Data Cloud One**: [Connect Companion Sandboxes Without Manual Metadata Cleanup](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_dc1_hydratable_sandbox.htm&release=264.0.0&type=5 "Eliminate time-consuming metadata cleanup when connecting companion sandboxes to a Data Cloud One Home org sandbox. If companion sandbox orgs are created or refreshed after October 09, 2026, you can usually retain metadata in the companion org sandbox when establishing the companion connection.") (Updated week of October 8, 2026) - **Salesforce CRM Connector**: [Fix Data Stream Extraction Issues by Bulk Disabling Fields](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_crm_connector_bulk_disable_fields.htm&release=264.0.0&type=5 "Fix a Salesforce CRM connector data stream that's in error status or fails to refresh. Review the data stream fields, identify the fields with errors, and disable them in bulk. Permission changes, field deletions, and other issues that block extraction cause these errors.") (Updated week of October 15, 2026) **Process and Enrich** - **Salesforce Catalog**: [Ground Users and Agents in Your Metadata with Salesforce Catalog (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_salesforce_catalog_ga.htm&release=264.0.0&type=5 "Discover, reuse, and build on your metadata with Salesforce Catalog. Powered by Data 360, the catalog extracts, ingests, and indexes your metadata and makes it easily available to your users and AI agents through natural language queries. Access the catalog by using the Metadata Grounding MCP server in any AI interface, such as ChatGPT, Claude, or Agentforce Vibes. Query and discover metadata such as objects, fields, or Lightning Web Components (LWC).") **Use Search in Data 360** - **Retrievers**: [Build Data 360 Retrievers with Custom SQL Queries](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_custom_sql_retriever.htm&release=264.0.0&type=5 "Define, test, and create retrievers with SQL queries directly in the retriever user interface (UI) without switching between the Query Editor, Apex, and Prompt Builder. Use parameterized queries to build reusable retrievers and query other Data 360 objects such as data model objects (DMO), data lake objects (DLO), and Calculated Insights in the retriever UI.") - **Retrievers**: [Test Inactive Retrievers and Versions in Retriever Playground](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_retriever_playground_inactive.htm&release=264.0.0&type=5 "Test inactive retrievers and retriever versions in Retriever Playground without activating them first. Previously, you ran tests only against active retrievers. Select a version to evaluate, run test queries, and refine retrieval before activating a version for production. View retriever metrics in card or table view.") - **Retrievers**: [Measure Retrieval-Augmented Generation (RAG) Effectiveness with Advanced Retriever Metrics](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_retriever_playground_score_ga.htm&release=264.0.0&type=5 "Objectively measure the performance of your RAG application in Data 360 with additional evaluation metrics in the Retriever Playground. When you test a retriever with a question and reference answer in advanced mode, the Retriever Playground generates a context precision score. The context precision score measures how well the retriever ranks relevant chunks higher than irrelevant ones for a test question based on a reference answer. A higher precision score indicates that the relevant chunks in the retrieved context are placed at the top of the ranking.") (Updated the week of September 07, 2026) **Explore and Optimize** - **Secondary Indexes**: [Schedule Secondary Index Refreshes and Lower Refresh Costs with Incremental Rebuilds](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_secondary_index_incremental_refresh_scheduler.htm&release=264.0.0&type=5 "Choose how often each secondary index refreshes, and let Data 360 rebuild only the portion of an index that changed instead of rebuilding the entire index. Previously, every secondary index was fully rebuilt on a fixed daily schedule. Now incremental rebuilds refresh only changed data, reducing refresh cost and data freshness lag. The scheduler lets you set the refresh frequency that best balances freshness against cost.") (Added the week of October 5, 2026) - **Data Graphs**: [Simplify Data Graph Monitoring with Distinct Metadata and Refresh Status Indicators](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_two_status.htm&release=264.0.0&type=5 "Monitor and troubleshoot your data graphs with new, separate status indicators for metadata and refresh processes. These statuses enable you to get a clearer view of your data graph's state, identify issues on the spot, and determine if your data graph is ready to be queried.") (Added week of October 12, 2026) - **Data Graphs**: [Prevent Duplicate Matches in Data Graph Refresh](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2027_winter_dg_refresh_empty_string_join_keys.htm&release=264.0.0&type=5 "Data graph refresh now treats an exact empty string on a text join key like a null value, so empty keys don't match each other. It removes duplicate matches caused by rows where upstream processes stored missing values as empty strings. Your data graphs complete refresh more reliably, and related rows stay accurate.") (Added week of October 12, 2026) - **Data Graphs**: [Edit Streaming Data Graphs with Incremental Changes](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2027_winter_edit_streaming_data_graphs.htm&release=264.0.0&type=5 "Use streaming data graphs to keep customer profiles current with drift-free updates. Now you can edit a streaming data graph after it's created and apply incremental changes without rebuilding it. Add or adjust related objects and attributes to evolve your data graph as your data model grows.") (Added week of October 12, 2026) **Segment and Act** - **Segments**: [Create and Manage Segments with the Data 360 MCP Server](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_mcp_segments.htm&release=264.0.0&type=5 "Create, update, and publish Data 360 segments by describing the audience to an AI client connected to the Data 360 MCP server. The server builds the filters, counts the members, and publishes the segment the same way the segment canvas does.") (Added week of October 12, 2026) - **Data Actions**: [Send Data Action Events to Amazon Kinesis Data Streams](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_kinesis_data_action.htm&release=264.0.0&type=5 "Use Amazon Kinesis as a data action target to send change data capture events from Data 360 to your Kinesis data stream for downstream processing. Data actions track create, update, and delete events as they occur, so downstream systems process those changes. Applications and processes that consume Kinesis streams receive current Data 360 data.") (Added week of October 12, 2026) - **Segments**: [Validate Your Segment Logic with Filter Population Breakdown](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_filter_population.htm&release=264.0.0&type=5 "See how each filter shapes your audience before you activate it. From segment builder, generate a filter population breakdown to compare the individual and cumulative impact of every Include and Exclude filter, side by side. Each filter shows how many people it matches on its own and the running audience count as filters apply from top to bottom. You can pinpoint which filters are most restrictive, which are redundant, and how exclusions reduce the audience.") (Added week of October 12, 2026) - **Segments**: [Keep Segment Publish Schedules Consistent Across Time Zone Changes](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_segment_publish_schedule_time_zone.htm&release=264.0.0&type=5 "Keep your publish schedules accurate when your Salesforce org time zone changes or daylight saving time (DST) transitions occur. When you first save a segment, Data 360 uses the org-level time zone that your Salesforce admin sets. Scheduled publishes preserve that local wall-clock time. Review the expanded guidance to understand which changes trigger a segment save and how spring-forward and fall-back days affect daily, hourly, weekly, and monthly schedules.") (Added week of October 5, 2026) - **Data Cloud Profile Engagements Widget**: [Migrate to the Data 360 Engagement Timeline](https://help.salesforce.com/s/articleView?id=release-notes.rn_migrate_to_the_data_360_engagement_timeline.htm&release=264&type=5&language=en_US) (Added week of Aug 10, 2026) - This feature will be available week of October 2, 2026 (R1 release) - **Data 360 Engagement Timeline**: [Data 360 Engagement Timeline](https://help.salesforce.com/s/articleView?id=release-notes.rn_data_360_engagement_timeline.htm&release=264&type=5&language=en_US) (Added week of Aug 10, 2026) - This feature will be available week of October 2, 2026 (R1 release) - **Copy Field Enrichments**: [Expand Field Type Compatibility for Copy Field Enrichments](https://help.salesforce.com/s/articleView?id=release-notes.rn_expand_field_type_compatibility_for_copy_field_enrichments.htm&release=264&type=5&language=en_US) (Added week of Aug 10, 2026) - This feature will be available week of October 2, 2026 (R1 release) - **Copy Field Enrichments**: [Transform and Integrate Data with Picklist-Dependent Fields](https://help.salesforce.com/s/articleView?id=release-notes.rn_transform_and_integrate_data_with_picklist_dependent_fields.htm&release=264&type=5&language=en_US) (Added week of Aug 10, 2026) - This feature will be available week of October 2, 2026 (R1 release) ### September 2026 **Connect and Unify** - **Data Cloud One**: [View All Companion Connection Eligibility Errors at Once](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_dc1_connection_errors_at_once.htm&release=264.0.0&type=5 "When a companion org connection fails eligibility checks, all unmet conditions are now displayed together in one place, instead of one at a time. This lets you fix all issues before retrying.") (Added week of Sep. 10, 2026) - **Private Connect**: [Connect Data 360 to Databricks on Azure with a Salesforce-Managed Private Network Route](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_private_connect_multicloud_databricks_azure.htm&release=264.0.0&type=5 "Use Private Connect Multicloud for Data 360 to establish a secure, private connection between Data 360 and your Databricks data source on Azure. Salesforce provisions and maintains the Azure private endpoints on your behalf—no AWS or Azure configuration required on your end. Data never enters the public internet; it stays on the private network route you create.") (added week of Sep. 28, 2026) **Process and Enrich** - **Intelligent Context**: [Render Source Documents Consistently for Intelligent Context Citations](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_intelligent_context_harmonized_citations.htm&release=264.0.0&type=5 "Harmonize your source content into a single, consistent schema to provide a uniform, renderable view across all source documents. With a harmonized schema, citations open in-app and highlight the specific text chunk from the source document.") (Added week of Sep. 7, 2026) **Explore and Optimize** - **Data Graph**: [Redeploy Data Kits Containing Data Graphs](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_redeploy_datakit_containing_dg.htm&release=264.0.0&type=5 "Redeploy data kits that contain deployed data graphs without errors or setup interruptions. If a data graph hasn’t changed since its previous deployment, Data 360 leaves it unchanged and marks that part of the deployment as successful. This update ensures reliable, repeatable deployments, so deployment flows continue across repeated deployment attempts.") (Added week of Sep. 7, 2026) **Segment and Act** - **Activations**: [Use Shortcuts in Activation to Simplify Attribute Selection and Filtering](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_activation_shortcuts.htm&release=264.0.0&type=5 "Reuse attribute shortcuts from segmentation when you add attributes and filters in activation. On the activation canvas, your marketers select preconfigured attributes without navigating complex data model paths. You create shortcuts in the segment builder, and those same curated attributes are available in both the attribute and filter workflows for activation enrichment, keeping attribute definitions consistent across your organization.") (Added week of Aug. 31, 2026) - **Ad Audiences**: [Activate Audiences to LY Ads](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_ad_audiences_ly_ads_activation.htm&release=264.0.0&type=5 "Use LY ads as a native activation destination in Data 360. You can activate segments directly to LY ads for use in targeted advertising campaigns and insights reporting.") (Added week of Aug. 31, 2026) - **Data 360 Marketing Agent**: [Segment and Activate Audiences with the Data 360 Marketing Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_marketing_agent.htm&release=264.0.0&type=5 "Use the Data 360 Marketing Agent to build segment audiences from a natural-language description. Describe what you want, and the agent works in the Agentforce panel to complete the request. In this release, the agent creates a segment from your description, or adds filters to a segment you have open on the segment canvas.") (Added week of Aug. 31, 2026) - **Data 360 Marketing Agent**: [Build a Segment by Describing It](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_marketing_agent_build_segment.htm&release=264.0.0&type=5 "Describe an audience in natural language, and the Data 360 Marketing Agent produces the matching filter criteria. The agent creates a new segment, or adds filters to the segment you have open on the canvas. It builds standard and nested segments, and filters can include calculated insights.") (Added week of Aug. 31, 2026) - **Clean Rooms**: [Run Multiple Queries in the Same Clean Room Collaboration](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_crc_run_multiple_queries.htm&release=264.0.0&type=5 "Run any query defined in your clean room's collaboration template. If the use case contains multiple queries, select the query that you want to run each time.") (Added week of Sep. 7, 2026) - **Clean Rooms**: [Schedule Clean Room Queries to Run on Segment Publish](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_crc_schedule_queries_seg_pub.htm&release=264.0.0&type=5 "Schedule a query to run automatically each time its consumer segment publishes, so your clean room insights stay current. Scheduled queries are available only for Salesforce-provided collaboration templates.") (Added week of Sep. 7, 2026) ### August 2026 **Connect and Unify** - **Unstructured Data Connectors**: [Ingest Microsoft OneNote Content into Data 360 (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_onenote_unstructured_connector_ga.htm&release=264.0.0&type=5 "Expand your unstructured data ingestion to include content stored in Microsoft OneNote. With the Microsoft OneNote Unstructured connector, ingest notebook pages and their embedded attachments from SharePoint team notebooks into Data 360 to power AI and search experiences. This feature is now generally available.") (Added week of Aug. 24, 2026) **Process and Enrich** - **Document AI**: [Configure Document AI Faster with the Data 360 MCP Server](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_document_ai_headless_mcp.htm&release=264.0.0&type=5 "Build, test, and activate Document AI configurations through natural-language conversation with an AI agent, without navigating the UI. Connect an AI agent, such as Claude or Cursor, to the Data 360 MCP server to generate document schemas, verify extraction accuracy, and publish them for production use.") (Added the week of Aug. 21, 2026) - **Data Graph**: [Enhance Data Security with Granular Governance for Data Graphs](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_dg_granular_gov.htm&release=264.0.0&type=5 "Enable granular access control for your data graphs. Instead of the previous all-or-nothing access model, Data 360 now automatically prunes restricted fields, masks data, and excludes unauthorized child data model objects (DMOs) based on your governance policies.") (Added the week of Aug. 17, 2026) **Analyze and Predict** - **AI Models**: [Predict Numeric Outcomes with Advanced Regression Loss Functions](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_predictive_model_loss_functions.htm&release=264.0.0&type=5 "Analyze skewed data and predict specific percentiles rather than average values by selecting the Gamma or Quantile regression loss function in Model Builder. Using a loss function that aligns with your prediction goal enables the model to prioritize predictions that matter for the use case.") (Added week of Aug. 24, 2026) - **AI Models**:[Group Records Dynamically with Unsupervised Clustering](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_predictive_model_unsupervised_clustering.htm&release=264.0.0&type=5 "To identify natural groupings and anomalies in your data quickly, cluster records dynamically without training or maintaining a reusable model. Unsupervised clustering uses pre-trained algorithms to group similar records. Use the capability to explore data, combine information from multiple columns into a single variable, or summarize millions of rows into a few meaningful clusters. For example, group related product or category records to preprocess data, and use the resulting cluster labels as variables in downstream forecasting or multi-class models.") (Added week of Aug. 24, 2026) - **AI Models**:[Accelerate Predictive Model Setup with Preconfigured Templates](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_predictive_model_templates.htm&release=264.0.0&type=5 "Before you train a predictive model, specify a preconfigured template in Model Builder instead of building from scratch. Templates are available only for specific use cases. When you select an available template, Model Builder prepopulates the model details, variables, filter conditions, and a recommended algorithm to help you train an accurate model faster. You can review and customize these settings in the guided setup flow before training the model.") (Added week of Aug. 24, 2026) - **AI Models**:[Predict Purchase Likelihood with the Propensity to Buy Template (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_predictive_model_propensity_to_buy_template.htm&release=264.0.0&type=5 "Predict which customers are likely to buy a product or category within a specified period by using the Propensity to Buy template in Data 360. This preconfigured setup automatically combines data from standard data model objects (DMOs) to train a model that calculates purchase likelihood. Use the resulting scores to identify high-value customer segments, target campaigns, and trigger automated campaigns, flows, and Agentforce actions downstream.") (Added week of Aug. 24, 2026) **Segment and Act** - **Data Shares**: [Use the Snowflake Zero-Copy V2 Connector for Enhanced Data Sharing](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_snowflake_v2.htm&release=264.0.0&type=5 "Share data with Snowflake using the Snowflake zero-copy V2 connector. Authenticate with OIDC and act on change data with streams and tasks. Create a data share and a Snowflake V2 data share target, link them, and query your data as a mounted Snowflake database without duplicating it. Previously, Data 360 used username and password-based OAuth through the legacy Snowflake data share target.") (Added week of Aug. 17, 2026) - **Activations**: [Use Attributes from a Third-Party Identity Provider for Ad Audiences Partner Activations](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_id_boost_ad_audiences.htm&release=264.0.0&type=5 "Use Identity Boost from clean room collaborations in the activation flow for Ad Audiences partner targets. Enrich Data 360 records with more identifiers, such as email addresses and phone numbers, to improve audience matching before activation.") (Added week of Aug. 31, 2026) - **Ad Audiences**: [Improve Match Rates for Ad Audiences Partner Activations with Identity Boost](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_ad_audiences_identity_boost.htm&release=264.0.0&type=5 "Reach more of your audience by enriching your first-party customer data with attributes such as email addresses and phone numbers. Collaborate with a certified identity provider in a clean room, then use the enriched data to create activations to Ad Audiences partners. Fill coverage gaps in your customer records without manual data appends or third-party data purchases.") (Added week of Aug. 31, 2026) - **Ad Audiences**: [Activate Audiences to Reddit](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_ad_audiences_reddit_activation.htm&release=264.0.0&type=5 "Use Reddit as a native activation destination in Data Cloud. You can activate segments directly to Reddit for use in targeted advertising campaigns and insights reporting.") (Added week of Aug. 31, 2026) **Build and Share** - **Code Extension**: [Run Custom Python Transformations on Zero-Copy Data](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_winter_code_ext_zero_copy.htm&release=264.0.0&type=5 "With code extension in Data 360, you can run custom Python batch transformations on a data lake object (DLO) backed by a zero-copy connector, or on a data model object (DMO) mapped from that DLO. The connector accesses the data directly on the external platform without copying it. Your code extension script runs the same custom Python transformations on zero-copy data as it does on any other DLO or DMO in Data 360.") (Added the week of Aug. 24, 2026) ## Field Service Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Field Service Mobile**: [Update the Field Service Mobile App to Protect Against Stolen Tokens](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_mobile_refresh_token.htm&release=264.0.0&type=5 "Refresh Token Rotation (RTR) protects your Salesforce data by issuing a new refresh token every time the Field Service mobile app authenticates. This feature closes a gap where a threat actor tries to use a stolen token to access your org and your data. With RTR, a stolen token stops working almost immediately. This works in tandem with the previously announced refresh token idle security feature.") (Added the week of October 5, 2026) - **Field Service Mobile**: [Filter Out-of-Stock Products on the Products Consumed Tab](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_mobile_out_of_stock_consumed.htm&release=264.0.0&type=5 "Technicians can now use the Include Out of Stock toggle on the Products Consumed tab to show or hide out-of-stock products, just as they can on the Inventory tab. Turn on the toggle to show out-of-stock products, or turn it off to hide them and save scrolling time when working only with in-stock items. Previously, this toggle was available only on the Inventory tab.") (Updated the week of October 12, 2026) - Updated the When section to reflect that the feature is available from October and not from August, as previously stated. - **Scheduling Console**: [Focus on a Single Crew in the Gantt](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_crew_filter_gantt.htm&release=264.0.0&type=5 "Help your dispatchers focus on a specific crew by filtering the Gantt view to show only that crew's members. When your dispatchers coordinate a specific crew's work, they access the crew filter from the crew popover or a resource row. Your dispatchers dismiss the filter chip anytime to return to the full view.") (Added the week of October 12, 2026) - **Scheduling Console**: [Stay Oriented with Smart Scheduling Console Defaults](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_scheduling_console_defaults.htm&release=264.0.0&type=5 "Let your dispatchers automatically view today's date when reopening the scheduling console—eliminating manual navigation back to the present day. For time horizons up to 3 weeks, today appears as the first visible day; for 1 month or longer, the first day of the current week appears first. A blue circle marks today so your dispatchers can always find their bearings, while refresh keeps their active working view intact.") (Added the week of October 12, 2026) - **Scheduling Console**: [Spot Holidays Across Territories and Resources with Gantt Visibility](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_holidays_gantt.htm&release=264.0.0&type=5 "Holidays now appear as non-working time directly on the Scheduling Console Gantt, so your dispatchers can recognize holiday dates and understand why work cannot be scheduled during these times. An indicator marks each holiday; view the details to confirm which territory's Operating Hours record applies. This ensures your dispatchers know exactly which calendar they're following when scheduling across multiple territories.") (Added the week of October 19, 2026) - **Scheduling Console**: [Focus Dispatchers on What Matters Most with Color-Coded Appointment Indicators](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_sc_color_palette.htm&release=264.0.0&type=5 "Help your dispatchers focus on what matters most with clear, color-coded appointment indicators. Custom color palettes surface SLA risks, work types, customer tiers, and vehicle types across Gantt, appointment list, and map views. Visual cues let dispatchers spot urgent appointments and take immediate action without clicking into individual records, and switch palettes as operational focus shifts throughout the day.") (Added the week of October 19, 2026) - **Scheduling Console**: [Bundle Service Appointments Directly in the Scheduling Console](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_bundle_service_appointments.htm&release=264.0.0&type=5 "Dispatch appointments more efficiently by grouping related appointments that should be handled by the same resource into bundles. Dispatchers can assign and dispatch them as a single unit—right from the Gantt and list, without context-switching. A dedicated icon makes bundles instantly recognizable, and a popover displays all members. Dispatchers create bundles based on your policies with an intuitive modal, then track and manage them seamlessly alongside individual appointments.") (Added the week of October 19, 2026) ### September 2026 - **Agentforce for Field Service**: [Create a Customer Outreach Scheduling Agent in the New Agentforce Builder](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_agentforce_customer_outreach.htm&release=264.0.0&type=5 "Free up dispatchers to work on more complex tasks by getting Agentforce to reach out to customers to rebook appointments, or schedule maintenance appointments. The Field Service Customer Outreach Scheduling agent now also sends interactive reminders to customers about their upcoming appointments, reducing no-shows to save mobile workers time. You can also set up the agent to ask customers for confirmation to promote resource utilization, and handle cancellations to increase customer retention.") (Added the week of September 7, 2026) - **Field Service Mobile**: [Filter Out-of-Stock Products on the Products Consumed Tab](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_mobile_out_of_stock_consumed.htm&release=264.0.0&type=5 "Technicians can now use the Include Out of Stock toggle on the Products Consumed tab to show or hide out-of-stock products, just as they can on the Inventory tab. Turn on the toggle to show out-of-stock products, or turn it off to hide them and save scrolling time when working only with in-stock items. Previously, this toggle was available only on the Inventory tab.") (Updated the week of September 14, 2026) - Corrected the short description and How section to accurately describe the Include Out of Stock toggle's behavior on the Products Consumed tab. - **Field Service Mobile**: [Boost Field Productivity with Native Salesforce Mobile Flows](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_mobile_native_flows.htm&release=264.0.0&type=5 "Flows in the Field Service mobile app now run on native architecture, providing faster performance and stronger offline capabilities. Technicians get quicker load times, smoother navigation, and lower storage usage. Flow screens now match the design of standard record forms, so expect UI changes across many fields and controls.") (Updated the week of September 14, 2026) - Added a When section noting the phased rollout across the 264 patch release, 264.1, 264.2, and 264.3. - **Field Service Mobile**: [Keep GIS Data On-Premises with ArcGIS Enterprise Support for Native GIS](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_native_gis_arcgis_enterprise.htm&release=264.0.0&type=5 "Run Native GIS on ArcGIS Enterprise to keep your GIS data on-premises. Previously, Native GIS worked only with ArcGIS Online. Use the same maps, feature layers, and Esri licensing you already rely on, without moving your data to the cloud.") (Added the week of September 21, 2026) - **Scheduling Console**: [Visualize Multi-Day Service Appointments with Accurate Work Segments and Utilization](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_multiday_service_appointments.htm&release=264.0.0&type=5 "Multi-day service appointments in Scheduling Console break down into distinct work, travel, weekend, holiday, lunch, and absence segments instead of rendering as one solid block, and totals appear on the service appointment tile, in the tooltip, and in the details panel. Utilization for multi-day service appointments counts only actual work hours, so the numbers match what. Lunch breaks are hidden inside multi-day bars for easier reading on long-running rows, and a dedicated marker distinguishes multi-day service appointments from short-cycle ones at every zoom level.") (Added the week of September 7, 2026) - **Scheduling Console**: [Find Resources Faster with Flexible Gantt Filters](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_gantt_flexible_filters.htm&release=264.0.0&type=5 "Let your dispatchers quickly locate the right resources by combining standard filters (Resource Type, Skills, Availability) with your organization's custom attributes. Custom filters are automatically generated from your Service Resource Filter Field Set, so no additional setup is needed at runtime. Dispatchers can also exclude resources with all-day absences to assign work only to those available to receive it, enabling more confident scheduling decisions.") (Added the week of September 7, 2026) - **Scheduling Console**: [Reschedule Appointments Faster by Dragging Them Onto the Gantt](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_sc_drag_drop_gantt.htm&release=264.0.0&type=5 "Move a scheduled appointment from the appointment list or the map directly onto the Gantt to reschedule it, instead of locating it there first. Drop it onto the resource and time slot you want, cutting out extra clicks and context switching.") (Added the week of September 7, 2026) ### August 2026 - **Field Service Mobile**: [Filter Out-of-Stock Products on the Products Consumed Tab](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_mobile_out_of_stock_consumed.htm&release=264.0.0&type=5 "Technicians can now use the Include Out of Stock toggle on the Products Consumed tab to show or hide out-of-stock products, just as they can on the Inventory tab. Turn on the toggle to show out-of-stock products, or turn it off to hide them and save scrolling time when working only with in-stock items. Previously, this toggle was available only on the Inventory tab.") (Added the week of August 24, 2026) - **Field Service Scheduling Console**: [Start New Customers on the Scheduling Console](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_sc_default_new_customers.htm&release=264.0.0&type=5 "New customers automatically get the Scheduling Console as their default dispatcher experience and can no longer access the Classic Dispatch Console. Existing customers keep their current Dispatch Console access.") (Added the week of August 24, 2026) - **Field Service Scheduling Console**: [Orchestrate Complex Work Chains Seamlessly in the Scheduling Console](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_complex-work.htm&release=264.0.0&type=5 "Easily manage complex work chains and dependent service appointment sequences right on the Gantt. Visual chain indicators and dependency popovers clearly show how appointments link together, while moving an anchor appointment automatically shifts downstream steps. Outside the Gantt, dispatchers can search and bulk-edit chains across territories. A wider side panel displays multilevel dependencies, and clear unscheduling options make it simple to update a single appointment or an entire chain. Additionally, AI-assisted error messaging pinpoints broken links to speed up fixes, while map and list view highlights ensure chained appointments are instantly recognizable. The result is faster schedule resolution, reduced downtime for field technicians, and a more dependable customer experience.") (Added the week of August 24, 2026) - **Field Service Scheduling Console**: [Navigate Long-Term Schedules Effortlessly in the Scheduling Console](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_long_views.htm&release=264.0.0&type=5 "Boost operational flexibility and drive business efficiency by planning schedules up to 6 months in advance in the Scheduling Console. The console moves beyond fixed limits with standard 2-week views, 1-month layouts, and up to 3 custom views. Interactive ruler navigation streamlines drill-downs to save dispatch effort. Optional ISO week numbers and flexible weekend settings keep teams aligned, prevent double-booking errors, and protect non-working days.") (Added the week of August 24, 2026) - **Field Service Scheduling Console**: [Access Actions Easily from the Right-Click Menu](https://help.salesforce.com/s/articleView?id=release-notes.rn_fieldservice_264_sc_right_click_menu.htm&release=264.0.0&type=5 "Get to the actions directly from the right-click menu. Previously, actions were only accessed from the Gantt and list view headers and popovers.") (Added the week of August 24, 2026) ## AIforce Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Nonprofit**: [Turn On and Configure Fundraising with Agents](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising_agentic_setup.htm&release=264.0.0&type=5 "Admins and implementation partners can ask an AI agent to turn on Fundraising, assign permission sets, create a default gift designation, and turn on related features. The agent also offers to set up these optional enhanced features: interest tags, interaction summaries, record alerts, life events, and timeline. Work from the command line or another agent channel. Previously, these tasks required working through multiple pages in Setup.") (Added the week of October 19, 2026) - **Nonprofit**: [Turn On and Configure Volunteer Management with Agents](https://help.salesforce.com/s/articleView?id=release-notes.rn_volunteer_mgmt_agentic_setup.htm&release=264.0.0&type=5 "AI agents can turn on Volunteer Management, assign permissions sets, configure initiatives, create records, and run day-to-day tasks. Work from the command line or another agent channel. Previously, these tasks required a coordinator or partner working in the Salesforce UI.") (Added the week of October 19, 2026) - **Salesforce in Claude**: [Access Salesforce Context Without Leaving Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude.htm&release=264.0.0&type=5 "Get deal health, pipeline risk, and account context surfaced directly in your Claude conversation, backed by your org's live Salesforce data. A secure Salesforce MCP (Model Context Protocol) connection and pre-built skills put these insights a request away, so there's no separate integration to build. This beta is read only at launch. Claude surfaces Salesforce data and insights.") and [Create and Update Records in Salesforce in Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude_write.htm&release=264.0.0&type=5 "With Salesforce in Claude, you can now create and update Salesforce records directly from Claude with the same field-level validation rules enforced in Lightning Experience. Previously, all Salesforce in Claude activity was read-only or created drafts for manual review.") (Updated the week of October 19, 2026) - In both release notes, corrected the editions where the feature is available. In the second release note, also added the Needs Approval setting. - **Salesforce in Claude**: [Create and Update Records in Salesforce in Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude_write.htm&release=264.0.0&type=5 "With Salesforce in Claude, you can now create and update Salesforce records directly from Claude with the same field-level validation rules enforced in Lightning Experience. Previously, all Salesforce in Claude activity was read-only or created drafts for manual review.") (Added the week of October 12, 2026) - **Setup with Agentforce**: [Query 10 More Objects in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_objects6.htm&release=264.0.0&type=5 "Use natural language with the Setup agent to get details on 10 more Setup objects, including ApexClass, ApexPage, and PlatformEventChannel.") (Added the week of October 12, 2026) - **Salesforce MCP Servers**: [Discover Org Metadata with the Metadata Grounding MCP Server (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_headless360_mcp_servers_metadata_grounding.htm&release=264.0.0&type=5 "The Metadata Grounding MCP Server gives AI agents a semantic understanding of your org's metadata. This enables development agents to discover and reuse metadata such as standard and custom objects and fields, Lightning web components (LWC), users, permission sets, flows, Apex classes, and so on. Build faster with any coding agent by finding exactly what you need through natural language queries. Queries are performed against Salesforce Catalog, where your org metadata is stored and indexed.") (Added the week of October 12, 2026) - **Setup with Agentforce**: [Data Cloud Again Required for Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_data360_req.htm&release=264.0.0&type=5 "Due to changes in how Setup with Agentforce works, Data Cloud is no longer an optional prerequisite in the Setup with Agentforce enablement process.") (Added the week of October 5, 2026) - To prevent confusion, we also removed the release note from September about Data Cloud being no longer required for Setup with Agentforce. ### September 2026 - **Consumer Goods**: [Define and Customize Promotions with an AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_tpm_customize_promo_ai_assistant.htm&release=264.0.0&type=5 "Use natural-language instructions in a supported AI coding environment such as Claude Code to configure how Salesforce creates, updates, and copies promotions through the Promotion Business Object API. This automation replaces manual workflow creation, entity registration, and JSON editing, which prevents namespace-prefix and payload errors. Your key account managers can launch promotions faster, apply configurations consistently, and avoid planning errors.") (Added the week of September 28, 2026) - **Consumer Goods**: [Set Up and Customize Trade Promotion Effectiveness Analytics in a Single Guided Workflow](https://help.salesforce.com/s/articleView?id=release-notes.rn_tpm_customize_tpe_single_guided_flow.htm&release=264.0.0&type=5 "Set up Trade Promotion Effectiveness analytics on Tableau Next from scratch by using your preferred AI coding agent. Prebuilt skills from the Salesforce Skills library automate the setup; Data Kit, connector, app, and transform. After install, the agent customizes the Promotion Analysis dashboard to the KPIs you actually calculate, adds your custom writeback KPIs, and removes unused defaults that show empty. It keeps those KPIs aligned to the connector so no selectable KPI shows blank.") (Added the week of September 28, 2026) - **Financial Services**: [Set Up Flexible Hierarchies with a Coding Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_flexible_hierarchies_ai_setup.htm&release=264.0.0&type=5 "In a supported AI coding environment, describe the hierarchy nodes you need. A headless workflow then generates the hierarchy type configuration, including node definitions and relationships. Previously, you configured each definition and relationship individually in Setup. Use this workflow to set up hierarchy types for advisory teams, branches, or business units faster.") (Added the week of September 28, 2026) - **Loyalty Management**: [Build Complex Loyalty Promotions with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_promotions.htm&release=264.0.0&type=5 "Configure complex promotions that use the Accrual Events and Engagement Trail templates through a conversational, AI-assisted workflow. Describe your requirements in plain language to an AI tool, and the tool creates the underlying qualifiers and milestones as you confirm each detail. Define limits to control liability, and configure multiple promotions independently of each other.") (Added the week of September 28, 2026) - **Loyalty Management**: [Enrich Your Loyalty Program with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_rewards.htm&release=264.0.0&type=5 "Create vouchers, games, and badges to increase member engagement by describing what you want to an AI tool. The tool creates the underlying record — with the discount, expiration, game rewards, or badge validity details you specify — and activates it for you. Configure each one independently, in any order, to keep building out your loyalty program's offerings.") (Added the week of September 28, 2026) - **Loyalty Management**: [Enroll Loyalty Members and Resolve Service Cases with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_member_service.htm&release=264.0.0&type=5 "Your service representatives and marketing managers can enroll members through AI tools by using natural language prompts. Service representatives can also manage loyalty tiers, points, and vouchers. The tool creates and updates the corresponding records in Loyalty Management. Each request is processed independently, so resolving one member's case doesn't affect another member's records.") (Added the week of September 28, 2026) - **Loyalty Management**: [Onboard Partners into Your Loyalty Ecosystem with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_partners.htm&release=264.0.0&type=5 "Your marketing managers can bring an external partner into your loyalty program's ecosystem through a guided, conversational workflow. The tool creates the partner account and maps the partner's product catalog and categories. Your managers can also set up prepaid packs and a points conversion ratio, and create joint promotions.") (Added the week of September 28, 2026) - **Loyalty Management**: [Set Up Loyalty Programs with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_program_setup.htm&release=264.0.0&type=5 "Describe your loyalty program in plain language to an AI tool, and set it up in one guided, conversational workflow. The tool creates your loyalty program, tier model and related qualifying-point currency, redeemable currency, accrual and redemption activities, and tier benefits and tier assessment rules. After you create the necessary records, the tool activates your program.") (Added the week of September 28, 2026) - **Salesforce MCP Servers**: [Connect AI Assistants to Salesforce CMS with the Content Read-Only and Content Write MCP Servers (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_headless360_mcp_servers_cms_content.htm&release=264.0.0&type=5 "The Content Read-Only MCP server, now generally available, and the Content Write MCP server are Salesforce Hosted MCP Servers that enable AI assistants to connect to Salesforce CMS. Since the beta release, the Content Read-Only server has added 18 tools to access many types of CMS content and resources. Previously, it had only 3 tools that searched only for image and brand content. The new Content Write server provides 15 tools to create and manage enhanced CMS workspaces, content, variants, folders, and channels.") (Updated the week of September 28, 2026) - Clarified that Agentforce Vibes is the only supported MCP client for these MCP servers. - **Health**: [Set Up Intelligent Care Management with a Conversational Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_icm_set_up_with_an_conversational_asst.htm&release=264.0.0&type=5 "Set up Intelligent Care Management through a simple conversation with your AI assistant instead of navigating multiple setup pages. Validate prerequisites, assign recommended permissions, enable the Discovery Framework, and configure Care Plans, Goal Assignment, automatic sharing, and Care Gap Detection. Optionally, enable AI-powered assessment features and MCG Care Guidelines. Add assessment, care plan, and care gap components to the Patient Account page to help care coordinators manage patient care. Validation at each stage helps you complete setup more quickly and with fewer configuration errors. If you skip an area, you can return later and resume setup based on your org’s metadata.") (Added the week of September 21, 2026) - **Insurance**: [Set Up Insurance Products with an AI Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_set_up_products_with_ai.htm&release=264.0.0&type=5 "Get your Digital Insurance org up and running and create insurance products with an AI coding assistant, reducing manual effort and setup errors. Have the AI assistant check licenses and settings and complete the initial org setup required for product configuration. Describe the product that you want to offer in natural language, or provide its structure in a CSV or JSON file. Review and confirm the product structure, and the assistant creates the product, coverages, benefits, and attributes from your specifications.") (Added the week of September 21, 2026) - **Life Sciences**: [Prepare Life Sciences Cloud for a Field Rep’s First Visit](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_prepare_first_visit.htm&release=264.0.0&type=5 "Use an AI coding agent to take a package-ready Life Sciences Cloud org from initial configuration to a field rep's first visit. The headless workflow configures territories and users, deploys the required metadata, creates minimal test data, and regenerates the mobile metadata cache for synchronization. Field reps get a working Visit foundation on the web, with data prepared for synchronization to an enrolled iPad.") (Added the week of September 21, 2026) - **Life Sciences**: [Set Up Key Account Management Faster with an AI Coding Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_key_account_management_with_ai.htm&release=264.0.0&type=5 "Automate the multi-step Key Account Management (KAM) implementation process by using an AI coding agent that handles all the prerequisite setup tasks—like permission set assignments and stakeholder picklist creation. Get standardized goals and tasks that you import directly into account plans and territory business plans. Use natural-language utterances to provide record data for the KAM user, territory, account, product, or the stakeholders—or confirm the data that’s supplied by your agent. Built-in guardrails help you stay compliant: the agent asks for your explicit approval before taking any org-wide action and verifies record data against your org before submitting changes. Complete the implementation process at your own pace by pausing and resuming sessions as needed.") (Added the week of September 21, 2026) - **Meeting Concierge**: [Set Up Meeting Concierge with an AI Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge_ai_setup.htm&release=264.0.0&type=5 "Use an AI-assisted workflow in a supported coding environment to set up Meeting Concierge end-to-end in an existing Financial Services org, without navigating multiple setup pages or relying on specialized setup knowledge.") (Added the week of September 21, 2026) - **Setup with Agentforce**: [Explore 124 More Objects in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_objects5.htm&release=264.0.0&type=5 "Use natural language with the Setup agent to get details on 124 additional Setup objects, including OpportunitySplitType, AccountRelationshipShareRule, and ContentAsset. The Setup agent now has read access to these objects, but can’t create, update, or delete them.") (Added the week of September 21, 2026) - **Agentforce Vibes**: [Agentforce Commerce Vibes for B2C Commerce](https://help.salesforce.com/s/articleView?id=release-notes.rn_tools_commerce_vibes.htm&release=264.0.0&type=5 "Delegate multistep development tasks to an autonomous agent in VS Code that understands your storefront project and B2C Commerce instance. The Agentforce Commerce Vibes VS Code extension brings agentic AI development to Storefront Next, SFRA, and PWA Kit storefronts.") (Added the week of September 14, 2026) - **Financial Services**: [Configure Home Loan Origination with an AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_digital_origination_ai_setup.htm&release=264.0.0&type=5 "Configure digital origination for home loans by describing the product and origination journey that you want. Your AI coding assistant coordinates setup across product catalogs, pricing, application intake, disclosures, document requirements, stage management, participant access, and the underwriter console to reduce manual configuration across each area.") (Added the week of September 14, 2026) - **Health**: [Accelerate Home Health Setup with AI-Guided Configuration](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_setup_assistant.htm&release=264.0.0&type=5 "Save setup time and reduce manual errors by configuring Home Health with an AI coding assistant. Validate prerequisite licenses, install the Field Service managed package, and generate core metadata instantly. Activate critical scheduling flows, establish mobile clinician access, and build self-service patient portals without navigating multiple setup pages. Integrate advanced budget management and connect Agentforce to equip your care coordinators with intelligent home healthcare capabilities. You can also skip specific steps during your initial deployment and resume progress later to maintain flexibility.") (Added the week of September 14, 2026) - **Health**: [Build Provider Search with a Conversational Setup Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_provider_search_setup_assistant.htm&release=264.0.0&type=5 "Set up Provider Search in Health without navigating the full Data Pipelines and search configuration UI by using a conversational setup assistant in your AI coding assistant. The setup flow verifies prerequisites, turns on Data Pipelines and standard data sync, seeds healthcare facility and practitioner records, and configures criteria-based search, guest user access, and an AI-powered Patient and Member Services agent for provider matching.") (Added the week of September 14, 2026) - **Health**: [Configure Referral Management Through Conversation](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_referral_management_setup_assistant.htm&release=264.0.0&type=5 "Configure Health Referral Management without clicking through dozens of setup pages by using a conversational setup assistant in your AI coding assistant. The setup flow walks you through Clinical Service Request page layouts, referral creation flows, provider search integration, case automation, and orchestration. Optional acts cover eligibility and benefits verification, prior authorization, predictive scoring, patient and provider outreach, and the Experience Cloud guest portal.") (Added the week of September 14, 2026) - **Health**: [Roll Out Agentforce Health Foundations from a Prompt](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_agentforce_foundations_setup_assistant.htm&release=264.0.0&type=5 "Configure Agentforce Health Basic Setup without clicking through readiness checks, feature toggles, and layout builders by using a conversational setup assistant in your AI coding assistant. The setup flow validates prerequisites, turns on the Agentforce Health Console, Data Protection and Privacy, Translation Workbench, Contacts to Multiple Accounts, and Person Accounts. It then creates Patient and Provider record types and page layouts and adds the Patient Card and Timeline components to your Lightning pages.") (Added the week of September 14, 2026) - **Health**: [Set Up Appointment Scheduling from Your AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_iam_setup_assistant.htm&release=264.0.0&type=5 "Configure Health Intelligent Appointment Management without hand-configuring every scheduling object by using a conversational setup assistant in your AI coding assistant. The setup flow verifies Person Accounts and provider data, turns on Data Pipelines and Provider Search, connects Salesforce Scheduler through a Named Credential, and sets up service territories, resources, users, appointment modes, work types, statuses, and the Healthcare Appointment Scheduler console component.") (Added the week of September 14, 2026) - **Insurance**: [Configure Agency Billing Faster with an AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage_agency_billing_ai_coding_assistant.htm&release=264.0.0&type=5 "Describe the agency billing outcome you want in plain language, and let a coding agent guide you through the configuration. Choose how much you want to review before changes apply, from approving each step individually to running the full setup with minimal intervention. The agent configures legal entities, billing treatments, tax and payment rules, accounting, permissions, and license checks for you, so you don't have to work screen by screen through Setup and the guided wizard. When setup is complete, the agent creates a policy so you can verify the configuration.") (Added the week of September 14, 2026) - **Platform**: [Analyze Agentforce Vibes Usage with the Agentic Development Dashboard (Developer Preview)](https://help.salesforce.com/s/articleView?id=release-notes.rn_tools_agentic_development.htm&release=264.0.0&type=5 "Use the Agentic Development dashboard to track and analyze Agentforce Vibes data from across your orgs. To access the dashboard, turn on the Analytics tab of DevOps Center. In the latest release of Agentic Development, you can access more granular data on model usage. Also, you can enable Developer-Level Insights (Developer Preview) in DevOps Center to see individual user analytics.") (Added the week of September 14, 2026) - **Platform**: [Analyze Multi-Framework App Performance in Scale Center (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_headless360_mfw_insights.htm&release=264.0.0&type=5 "Generate the Multi-Framework Insights (Beta) dashboard to review key performance metrics for your most-used Multi-Framework apps. The dashboard displays up to ten apps with the most total page views over the last seven days. For each app, you can drill down within the dashboard to see more detailed metrics.")(Added the week of September 14, 2026) - **Platform**: [Automate Managed Package Post-Install Configuration with an AI Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_packaging_post_install_ai_skill.htm&release=264.0.0&type=5 "Use the dx-pkg-post-install-configure AI Skill to automate post-install configuration for any Salesforce managed package directly from your AI coding client. AI Skills are packaged instruction sets that give AI coding clients specialized knowledge for building on the Salesforce platform. After you install a package, describe your setup task in plain language, and the skill handles the configuration for you.") (Added the week of September 14, 2026) - **Platform**: [Create and Track Trial Orgs with AI Skills](https://help.salesforce.com/s/articleView?id=release-notes.rn_trialforce_ai_skills.htm&release=264.0.0&type=5 "Use AI Skills to manage your trial orgs directly from your AI coding client. AI Skills are packaged instruction sets that give AI coding clients specialized knowledge for building on the Salesforce platform. When you describe what you want in natural language, two skills help you create trial, Developer Edition, and Trialforce orgs, and track when your orgs expire.") (Added the week of September 14, 2026) - **Platform**: [Create, Compare, and Manage Scratch Orgs with AI Skills](https://help.salesforce.com/s/articleView?id=release-notes.rn_scratch_orgs_ai_skills.htm&release=264.0.0&type=5 "Use AI Skills to manage your scratch orgs directly from your AI coding client. AI Skills are packaged instruction sets that give AI coding clients specialized knowledge for building on the Salesforce platform. When you describe what you want in natural language, five skills help you create and manage scratch orgs, org shapes, and scratch org snapshots, compare orgs for drift, and track org expiration.") (Added the week of September 14, 2026) - **Platform**: [Expand the Salesforce Development Plugin with Specialized Capabilities and Guided Workflows](https://help.salesforce.com/s/articleView?id=release-notes.rn_headless360_cc_plugin_disclosure.htm&release=264.0.0&type=5 "Bring capabilities into Salesforce Development when your project requires features beyond the core plugin. Open a project and describe your task. Guided workflows combine AI Skills, Salesforce CLI, hosted Model Context Protocol (MCP) servers, agents, hooks, and commands to help you build, test, and deploy. You approve each recommended plugin installation and review the proposed changes before applying them.") (Added the week of September 14, 2026) - **Platform**: [Manage Dev Hub from Your Coding Client with an AI Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_devhub_ai_skill.htm&release=264.0.0&type=5 "Use the new dx-org-devhub-configure AI Skill to enable and manage your Dev Hub directly from your AI coding client by using natural-language prompts.") (Added the week of September 14, 2026) - **Platform**: [Manage the Full Lifecycle of Your Sandboxes with AI Skills](https://help.salesforce.com/s/articleView?id=release-notes.rn_sandboxes_ai_skills.htm&release=264.0.0&type=5 "Use AI Skills to manage your sandboxes directly from your AI coding client. AI Skills are packaged instruction sets that give AI coding clients specialized knowledge for building on the Salesforce platform. When you describe what you want in natural language, three skills help you create, refresh, and activate sandboxes, and generate and apply post-copy configuration files.") (Added the week of September 14, 2026) - **Sales**: [Access Salesforce Context Without Leaving Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude.htm&release=264.0.0&type=5 "Get deal health, pipeline risk, and account context surfaced directly in your Claude conversation, backed by your org's live Salesforce data. A secure Salesforce MCP (Model Context Protocol) connection and pre-built skills put these insights a request away, so there's no separate integration to build. This beta is read only at launch. Claude surfaces Salesforce data and insights.") (Added the week of September 14, 2026) - **Agentforce Energy & Utilities**: [Configure Clean Energy Program Management Console with AI Assistance](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_configure_cep_management_console_with_ai_assistance.htm&release=264.0.0&type=5 "Set up a clean energy program management console in your Energy & Utilities org by using generative AI coding agents. Direct your AI coding agent, such as Claude Code or Agentforce Vibes, to enable outcome, program, and benefit management preferences, create users, assign permission sets, and deploy supporting metadata and flows. This automated path replaces manual configuration so that you can verify your setup’s end state instantly.") (Added the week of September 7, 2026) - **Agentforce Energy & Utilities**: [Configure Tariff Comparison with a Coding Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_configure_tariff_comparison_with_a_coding_agent.htm&release=264.0.0&type=5 "Set up tariff comparison in your Energy & Utilities org from scratch by using generative AI coding agents. Instruct your AI agent, such as Claude Code or Agentforce Vibes, to enable the tariff comparison feature, assign permissions, configure sharing settings, and create standard and integration user. This automated path replaces manual setup tasks so you can deploy and verify the configuration in fewer steps.") (Added the week of September 7, 2026) - **Agentforce Energy & Utilities**: [Direct an Agent to Configure Multisite Quoting](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_direct_an_agent_to_configure_multisite_quoting.htm&release=264.0.0&type=5 "Configure multisite quoting end-to-end in your Energy & Utilities sales org by using generative AI coding agents. Direct your AI coding agent, such as Claude Code or Agentforce Vibes, to enable features, assign permissions, configure product record types, and set up fields on the quote and order objects. This automated path eliminates manual, UI-heavy configuration so that you can quickly deploy and verify your setup.") (Added the week of September 7, 2026) - **Agentforce Energy & Utilities**: [Set Up New Connections by Using Generative AI](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_set_up_new_connections_by_using_generative_ai.htm&release=264.0.0&type=5 "Configure new connections in your Energy & Utilities org by using generative AI coding agents. Direct your AI coding agent, such as Claude Code or Agentforce Vibes, to enable the org preference, clone profiles, create users, configure field-level security, and add a milestone tracker. This automated path replaces manual configuration so that you can verify your setup’s end state instantly.") (Added the week of September 7, 2026) - **Asset Management**: [Set Up Timesheets with an AI Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_aslm_tmsht_set_up_timesheets_with_an_ai_agent.htm&release=264.0.0&type=5 "Configure timesheets and labor cost optimization in your Energy & Utilities org by using generative AI coding agents. Direct your AI coding agent, such as Claude Code or Agentforce Vibes, to enable settings, assign permission sets, and configure the Field Service mobile app. This automated path replaces manual, multi-page setup tasks so that you can verify your configuration’s end state instantly.") (Added the week of September 7, 2026) - **Media**: [Optimize Media Sales Configuration with AI Developer Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_media_headless_intro.htm&release=264.0.0&type=5 "Describe your target setup in plain language to an AI developer tool to configure proposal and media plan flows in Media Cloud. Instead of manually navigating multiple setup pages, guide Claude Code or Agentforce Vibes to generate and wire your configurations, including pitch-deck generation. This automated configuration path accelerates implementation, so you verify the generated flows instead of assembling them page by page.") (Added the week of September 7, 2026) - **Service**: [Automate SLA Management Setup and Maintenance](https://help.salesforce.com/s/articleView?id=release-notes.rn_entitlements_headless_setup.htm&release=264.0.0&type=5 "Set up SLA Management end-to-end without navigating multiple Setup pages. The sla-management-setup skill creates SLA policies, milestone types, milestones, and milestone actions. It can also be used to activate SLA policies and define conditions for auto-application of entitlements to incoming records, such as cases, incidents, and work orders. Use the skill to verify your configuration and manage SLA policy versions and update rules.") (Added the week of September 7, 2026) - **Service**: [Configure SMS Messaging Channels with a Headless Claude Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_headless_sms_setup.htm&release=264.0.0&type=5 "Launch an Enhanced SMS channel in minutes with a Claude skill that configures auto-response messages, consent settings, channel activation, and routing in one guided workflow. The service_de_headless_sms_configure skill asks what you need, then handles the entire setup across APIs and configuration pages. Previously, this level of setup required switching between multiple Setup pages.") (Added the week of September 7, 2026) - **Service**: [Create and Deploy an Enhanced Chat Channel with AI Skills](https://help.salesforce.com/s/articleView?id=release-notes.rn_messaging_enhanced_chat_headless_skill.htm&release=264.0.0&type=5 "Use two new AI Skills in Claude to create, update and deploy a headless Enhanced Chat channel from natural-language instructions, without using the UI setup wizard. The service-digital-engagement-channel-configure skill reads your channel details, including routing, verification, and pre-chat fields, from the prompt and deploys the channel to your org. The service-digital-engagement-deployment-configure skill then generates the Embedded Service Deployment and a starting embed code snippet for your website or app.") (Added the week of September 7, 2026) - **Service**: [Set Up Email-to-Case in One Guided Workflow](https://help.salesforce.com/s/articleView?id=release-notes.rn_service_email_set_up_email_to_case_headless_360.htm&release=264.0.0&type=5 "Set up a standard Email-to-Case channel through one guided conversation with the Headless 360 agent. Provide a customer-facing support address and choose who owns new cases, then the agent configures the case-handling prerequisites, Email-to-Case settings, and routing address. This API-driven workflow replaces a multipage setup process and can be safely repeated for each service email address.") (Added the week of September 7, 2026) - **Agentforce Education**: [Build Your Course Catalog with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_build_course_catalog.htm&release=264.0.0&type=5 "Give a coding agent your existing course data, such as CSV or PDF files, or a catalog webpage. Replace hours of manual data entry with a standardized and consistent process so that students and advisors access an accurate catalog. The coding agent creates course records, including linked lecture and lab courses, and links each course to its provider, such as the college or department that offers it.") (Added the week of August 31, 2026) - **Agentforce Education**: [Configure Your Agentforce Education Org with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_configure_education_org.htm&release=264.0.0&type=5 "Build a correctly configured Agentforce Education org from the start. Describe your institution's goals and priorities to a coding agent. It reads your org's current state and turns on the right Agentforce Education features across domains, such as Student Success, Recruitment and Admissions, and Academic Operations. This guided process reduces setup time and configuration errors.") (Added the week of August 31, 2026) - **Agentforce Education**: [Create a Student Recruitment Agent with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_create_student_recruitment_agent.htm&release=264.0.0&type=5 "Offer your recruitment teams an Agentforce agent that answers prospective students' admissions questions, captures inquiries, and registers them for campus tours and events. Describe your recruitment process to a coding agent. The coding agent turns on the required platform features, configures the permissions and Data 360 grounding, and creates the Student Recruitment Agent in draft for you to customize and deploy.") (Added the week of August 31, 2026) - **Agentforce Education**: [Plan Your Academic Calendar with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_plan_academic_calendar.htm&release=264.0.0&type=5 "Define an academic calendar that keeps registration, enrollment, and student communications accurate without manual data entry. Provide your institution's key academic dates to a coding agent, or point it to CSV or PDF files, or a webpage. It validates your dates, identifies overlaps and conflicts, creates the academic year, term, and session records, and adds registration windows and deadlines.") (Added the week of August 31, 2026) - **Setup with Agentforce**: [Grant Setup with Agentforce Access More Easily](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_permset.htm&release=264.0.0&type=5 "To enable Setup with Agentforce access, you previously had to assign two separate permission sets: Use Setup with Agentforce and Prompt Template User. The Setup with Agentforce User permission set group combines both permissions, so it's faster and easier to enable your users to work with Setup with Agentforce.") (Added the week of August 31, 2026) - **Setup with Agentforce**: [Enable Setup with Agentforce Faster with the Redesigned Enablement Page](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_enablement_page.htm&release=264.0.0&type=5 "Get up and running with Setup with Agentforce more quickly using the streamlined enablement page. Follow a guided, step-by-step setup experience that helps you manage prerequisites, features, and permissions in fewer steps.") (Added the week of August 31, 2026) - **Setup with Agentforce**: [Explore 190+ More Objects in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_objects4.htm&release=264.0.0&type=5 "Use natural language with the Setup agent to get details on over 190 additional Setup objects, including AuthConfig, RevenueSourceObjectConfig, and UiFormulaRule. The Setup agent now has read access to these objects, but can’t create, update, or delete them.") (Added the week of August 31, 2026) - **Setup with Agentforce**: [Manage Multiple Users at Once in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_bulk_actions.htm&release=264.0.0&type=5 "Perform bulk actions on multiple users at once. Select users individually or select all, then tell the Setup agent what to do—for example, freeze a batch of departing employees or reset passwords after a security incident. You can also skip manual selection and tell the agent which users to act on. Bulk actions are available only for the User object.") (Added the week of August 31, 2026) - **Setup with Agentforce**: [View Profile Access Summary and Apply Permission Changes with Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_profile_access.htm&release=264.0.0&type=5 "Ask whether a named profile grants object access, field-level security, a user permission, custom permissions, and external client applications or which profiles grant a given permission. You no longer open each profile in Setup and click through object, field, and layout pages.") (Added the week of August 31, 2026) - **Setup with Agentforce**: [Summarize Permission Sets, Profiles, and Permission Set Groups with Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_ps_summary.htm&release=264.0.0&type=5 "Ask Agentforce for Setup to summarize what a permission set, profile, or permission set group grants, and get a quick answer in chat instead of opening the record detail page. Each summary includes object access, field permission counts, high-risk permissions, how many users are assigned, and the first five objects with access. Permission set group summaries show the net effect of any muting permission set, and permission set summaries include the required license. Permission set, profile, and permission set group summaries include custom permissions.") (Added the week of August 31, 2026) - **Setup with Agentforce**: [View and Reorganise Your Role Hierarchy with Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_role_hierarchy.htm&release=264.0.0&type=5 "Create a user role or update an existing one with Agentforce for Setup. Describe the role you need or the change you want, then review the recommendation and confirm it before you save it to your org. Previously, you created and edited roles only from the Roles page in Setup.") (Added the week of August 31, 2026) - **Setup with Agentforce**: [Summarize Your Org Admins' Security Compliance in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_summarize_security.htm&release=264.0.0&type=5 "Use natural language to get a summary of your org's compliance with phishing-resistant multi-factor authentication (MFA) mandates. Check the status of all users with the System Administrator profile, Modify All Data, View All Data, Customize Application, or Author Apex permissions.") (Added the week of August 31, 2026) - **Setup with Agentforce**: [Send Reset Password Emails and Freeze Accounts for Multiple Users in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_freeze_reset_in_bulk.htm&release=264.0.0&type=5 "Use natural language to send a reset password email to groups of users. Also, freeze or unfreeze several user accounts at the same time. These actions that were initially available for only one user at a time can now be taken for users with shared characteristics.") (Added the week of August 31, 2026) ### August 2026 - **Builder Central**: [Plan, Build, and Preview Apps and Agents with Salesforce Builder Central (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_builder_central.htm&release=264.0.0&type=5 "Describe the app or agent you want in plain language, and Salesforce Builder Central helps you plan it, build it, and preview it in one workspace. Start from a suggested prompt or your own description. Then see what the Build Agent builds, validate it in a preview org, and deploy to a sandbox.") (Added the week of August 31, 2026) - **Setup with Agentforce**: Removed the release note claiming that the Setup agent can enable and disable the Dynamic Actions on Mobile setting. This capability isn't available at this time. (Removed the week of August 31, 2026) - **Service**: [Create a Messaging Channel with a Headless Claude Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_headless_channel_skill.htm&release=264.0.0&type=5 "Launch a new Facebook, WhatsApp, LINE, or Apple Messages for Business channel in just minutes with a new Claude skill. The service_de_headless_channel_configure skill asks what channel type you need, and proceeds to configure the entire setup across multiple applications, incorporating APIs, and setting up a routing solution. Previously, this level of context-switching in channel setup took over 15 minutes.") (Added the week of August 31, 2026) - **Agentforce Education**: [Build a Multi-Campus Institutional Hierarchy with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_build_multi_campus_hierarchy.htm&release=264.0.0&type=5 "Establish and maintain your multi-campus institutional hierarchy without hours of manual setup. Describe your campus structure to a coding agent, or point it to an existing spreadsheet, webpage, or text description. The coding agent builds the account hierarchy that represents your institution, including campuses, colleges, and departments, and lays a reliable foundation for enrollment, reporting, and role-based access.") (Added the week of August 24, 2026) - **Platform**: [Equip Your AI Coding Agent with AI Skills](https://help.salesforce.com/s/articleView?id=release-notes.rn_skills.htm&release=264.0.0&type=5 "AI Skills give your AI coding agent expertise in areas like Lightning Web Components, Flow, and Apex, so it follows Salesforce patterns and best practices instead of providing generic coding guidance. Add the curated collection from the sf-skills repository to Claude Code, Codex, or another AI coding CLI. In Agentforce Vibes, AI Skills are installed, enabled, and updated for you automatically.") (Added the week of August 24, 2026) - **Setup with Agentforce**: [Explore Over 100 Additional Objects in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_setup_with_agentforce_objects3.htm&release=264.0.0&type=5 "Use natural language with the Setup agent to get details on over 100 additional Setup objects, including AIApplication, AuraDefinitionBundle, and LightningComponentBundle. The Setup agent now has read access to these objects, but can’t create, update, or delete them.") (Added the week of August 24, 2026) - **Data 360**: [Configure Document AI Faster with the Data 360 MCP Server](https://help.salesforce.com/s/articleView?id=release-notes.rn_cdp_2026_summer_document_ai_headless_mcp.htm&release=264.0.0&type=5 "Build, test, and activate Document AI configurations through natural-language conversation with an AI agent, without navigating the UI. Connect an AI agent, such as Claude or Cursor, to the Data 360 MCP server to generate document schemas, verify extraction accuracy, and publish them for production use.") (Added the week of August 21, 2026) - **Automation**: [Generate Flow Test Scenarios with Agentforce for Flow](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_test_generate_using_ai.htm&release=264.0.0&type=5 "Skip the manual setup and let Agentforce for Flow Headless draft your test scenarios from a terminal, without opening Flow Builder. Use Agentforce for Flow Headless to create test scenarios for record-triggered, autolaunched, and Data Cloud-triggered flows without leaving your terminal environment. Through your connected terminal, you can generate comprehensive test scenarios for your flow, including success, fault, and edge-case paths.") (Added the week of August 17, 2026) - **MuleSoft**: [Anypoint Platform Command-Line Interface](https://docs.mulesoft.com/release-notes/cli/anypoint-platform-cli-4) (Added the week of August 17, 2026) - **Platform**: [Simplify API and MCP Server Management with the API Catalog Connect REST API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_catalog_connect_rest_api.htm&release=262&type=5&language=en_US) (Added the week of August 17, 2026) - **Sales**: [Set Up Pipeline Management Faster with the Pipeline Management Configuration Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agentforce_pipeline_management_setup_skill.htm&release=264.0.0&type=5 "A configuration skill for Agentforce Pipeline Management transforms the manual setup navigation with natural-language prompts. Tell the skill which text fields you want configured on opportunities, and it handles the required setup steps for you—getting your sales teams to AI-driven opportunity updates faster. Reps can review and approve suggestions in Pipeline Inspection, or admins can turn on autonomous mode so the agent applies updates on its own.") (Added the week of August 17, 2026) - **Service**: [Set Up a Help Agent in One Guided Workflow](https://help.salesforce.com/s/articleView?id=release-notes.rn_set_up_a_help_agent_in_one_guided_workflow.htm&release=264.0.0&type=5 "Setting up a Service Cloud Help Agent requires coordinating agent configuration, knowledge grounding, Enhanced Chat deployment, escalation routing, and testing. The service-helpagent-coordinate skill brings those tasks into one guided workflow that configures and deploys each part, so you can set up a working Help Agent faster without switching between tools") (Added the week of August 17, 2026) ## Hyperforce Release Note Changes by Month We made these additions and changes to published release notes. ### August 2026 - No changes since the initial publication. ## Automotive Release Note Changes by Month We made these additions and changes to published release notes. ### September 2026 - **Metadata API**: [Summarize open claims by field into counts from a flow](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Added the week of September 21, 2026) - **Metadata API**: [Find service territories near a location from a flow](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Added the week of September 21, 2026) ### August 2026 - No changes since the initial publication. ## Communications Release Note Changes by Month We made these additions and changes to published release notes. ### September 2026 Enterprise Sales Management [Delete Discounts on Large Enterprise Quotes and Orders](https://help.salesforce.com/s/articleView?id=release-notes.rn_comms_delete_discounts.htm&release=264.0.0&type=5 "Keep your sales reps working in the cart when they remove a discount from an enterprise quote or order with up to 50,000 line items. For Standard Runtime carts that exceed a configurable line-item threshold, Enterprise Sales Management completes the removal in the background and notifies the rep. Previously, the same action often failed on large carts, which left the discount in place and stalled the deal.") ### October 2026 Enterprise Sales Management [Speed Up Quoting with Product Location and MACD Request PDF Uploads](https://help.salesforce.com/s/articleView?id=release-notes.rn_comms_speed_up_quoting_by_pdf_uploads.htm&release=264.0.0&type=5 "Upload Product Location PDFs or move, add, change, and disconnect (MACD) request PDFs to an existing quote in Enterprise Sales Management. Intelligent Document Processing (IDP) extracts row data and matches it to premises, service accounts, and the product catalog. Users then generate Quote Members and Quote Line Items (QLIs) from the matched records.") [Apply Mass Discounts on Large Enterprise Quotes](https://help.salesforce.com/s/articleView?id=release-notes.rn_comms_apply_mass_discounts_on_large_quotes.htm&release=264.0.0&type=5 "Process mass discounts on enterprise quotes containing up to 50,000 total line items and over 4,000 root items without system failures. Background processing now handles these large quotes in smaller batches, so you no longer hit the previous limit of about 3,600 root items. Previously, mass discounts failed on quotes with about 4,000 or more root line items when too many root item IDs were processed at once.") [Remove Promotions from Large Quotes Without Timing Out](https://help.salesforce.com/s/articleView?id=release-notes.rn_comms_remove_promotions_from_large_quotes.htm&release=264.0.0&type=5 "Keep large enterprise quote sessions responsive when you remove a promotion from a bundle in Enterprise Sales Management. Removal targets only the line items tied to the promotion instead of evaluating every line item in the quote. When a removal affects a large number of line items, the deletion moves to the background automatically and shows an in-progress status and confirmation instead of an unresponsive screen.") ## Consumer Goods Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Trade Promotion Management**: [Build More Reliable Automated Tests for Trade Promotion Management Grids](https://help.salesforce.com/s/articleView?id=release-notes.rn_tpm_build_automated_testsxml.htm&release=264.0.0&type=5 "Create resilient browser tests for Trade Promotion Management (TPM) grids and the Trade Planning page with stable, versioned HTML data attributes. To create the test automation scripts that interact with TPM data grids, use the automation attributes. Identify grids, rows, columns, cells, and Trade Calendar promotion groups without relying on generated CSS classes, pixel positions, React structures, or Document Object Model (DOM) child order. The attributes don’t affect grid calculations, stored data, permissions, or user interactions.") (Updated the week of October 5, 2026) - Added a release note to announce the Reliable Automated Tests for Trade Promotion Management Grids. - **Trade Promotion Management**:[Gain Full Insight into Trade Promotion Management P&L Calculations](https://help.salesforce.com/s/articleView?id=release-notes.rn_tpm_insight_pnl_calcuation.htm&release=264.0.0&type=5 "Get complete visibility into the calculation logic behind Trade Promotion Management (TPM) profit and loss (P&L) values. Use Calculation Insights to review key performance indicators (KPIs) for the current context, trace formulas and dependencies across the calculation chain, and troubleshoot unexpected values without escalating for investigation.") (Updated the week of October 5, 2026) - Added a release note to announce the new Calculation Insights tool. - **Trade Promotion Management**: [Find Values Quickly by Searching Picklists in Promotion Wizards](https://help.salesforce.com/s/articleView?id=release-notes.rn_tpm_searchable_picklists.htm&release=264.0.0&type=5 "Search picklists in promotion wizards to find values quickly without scrolling through every option. Type part of a name to narrow the list as you go, especially on long lists, such as Promotion Template, Account, and Brand. Search works for standard fields and custom attributes when a Salesforce admin enables it for that picklist. Use search when you create, copy, derive, or edit promotions.") (Updated the week of October 5, 2026) - Added a release note to announce the Search Picklist feature in Promotion Wizard. ### August 2026 - No changes since the initial publication. ## Education Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Education**: [New Metadata Types in Education](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_metadata_types.htm&release=264.0.0&type=5 "Do more with the new Education Cloud metadata types.") (Added the week of October 5, 2026) ### September 2026 - **Agentforce Education Setup**: [Configure Your Agentforce Education Org with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_configure_education_org.htm&release=264.0.0&type=5 "Build a correctly configured Agentforce Education org from the start. Describe your institution's goals and priorities to a coding agent. It reads your org's current state and turns on the right Agentforce Education features across domains, such as Student Success, Recruitment and Admissions, and Academic Operations. This guided process reduces setup time and configuration errors.") (Added the week of August 31, 2026) - **Agentforce Education Setup**: [Plan Your Academic Calendar with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_plan_academic_calendar.htm&release=264.0.0&type=5 "Define an academic calendar that keeps registration, enrollment, and student communications accurate without manual data entry. Provide your institution's key academic dates to a coding agent, or point it to CSV or PDF files, or a webpage. It validates your dates, identifies overlaps and conflicts, creates the academic year, term, and session records, and adds registration windows and deadlines.") (Added the week of August 31, 2026) - **Agentforce Education Setup**: [Build Your Course Catalog with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_build_course_catalog.htm&release=264.0.0&type=5 "Give a coding agent your existing course data, such as CSV or PDF files, or a catalog webpage. Replace hours of manual data entry with a standardized and consistent process so that students and advisors access an accurate catalog. The coding agent creates course records, including linked lecture and lab courses, and links each course to its provider, such as the college or department that offers it.") (Added the week of August 31, 2026) - **Agentforce for Education**: [Create a Student Recruitment Agent with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_create_student_recruitment_agent.htm&release=264.0.0&type=5 "Offer your recruitment teams an Agentforce agent that answers prospective students' admissions questions, captures inquiries, and registers them for campus tours and events. Describe your recruitment process to a coding agent. The coding agent turns on the required platform features, configures the permissions and Data 360 grounding, and creates the Student Recruitment Agent in draft for you to customize and deploy.") (Added the week of August 31, 2026) - **Metadata API**: [Process access delegation requests from a flow](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Added the week of September 21, 2026) - **Education**: [Keep Student Records Accurate as Curricula Evolve with Course Versioning](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_evolve_curricula_with_course_versioning.htm&release=264.0.0&type=5 "Capture course changes without rewriting students' academic history or duplicating course records. Registrars create another version of a course when they rename the course, change credits, or update prerequisites to maintain a clear record of changes. Preserve the version that a student completed across their progress and degree audits, while running multiple versions simultaneously to serve different cohorts. Because any version satisfies the same program requirement, program plans remain accurate as courses evolve.") (Updated the week of September 28, 2026) - Updated link to help documentation. ### August 2026 - **Agentforce Education Setup**: [Build a Multi-Campus Institutional Hierarchy with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_build_multi_campus_hierarchy.htm&release=264.0.0&type=5 "Establish and maintain your multi-campus institutional hierarchy without hours of manual setup. Describe your campus structure to a coding agent, or point it to an existing spreadsheet, webpage, or text description. The coding agent builds the account hierarchy that represents your institution, including campuses, colleges, and departments, and lays a reliable foundation for enrollment, reporting, and role-based access.") (Added the week of August 24, 2026) - **Appointment Management**: [Student Appointment Scheduling Other Changes](https://help.salesforce.com/s/articleView?id=release-notes.rn_edu_student_appointment_scheduling_other_changes.htm&release=264.0.0&type=5 "Create a more relevant booking experience with configurable labels, required comments, dynamic scheduling topics, and flexible advisor and team visibility. Display advisor taglines and profile details to help students select an advisor who meets their needs. Filter scheduling topics based on the selected advisor or team to reduce booking errors.") (Added the week of August 24, 2026) ## Energy and Utilities Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - [Accelerate Agentforce Energy & Utilities Setup with Solution Bundles](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_accelerate_eu_setup_with_solution_bundles.htm&release=264.0.0&type=5 "Accelerate the set up and configuration of features, such as Tariff Comparison and Multisite quoting by using Salesforce GO solution bundles. By centralizing these complex workflows into a single setup location, Salesforce Go helps you implement with greater speed and precision. This streamlined approach makes it easier to scale operations, reduce time from configuration to comparing tariffs or managing multisite quotes.") (Added the week of October 12, 2026) ### September 2026 - **Setup with AI coding agent**: [AI Force for Energy & Utilities](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_ai_coding_agents_for_energy_utilities.htm&release=264.0.0&type=5 "Configure your Energy & Utilities features faster by using Claude Code or Agentforce Vibes coding agents to automate complex setups. Direct your AI agent to enable features, assign permissions, and deploy supporting metadata for tariff comparison, multisite quoting, new connections, and clean energy program management console. This automated path removes manual, UI-heavy setup tasks so you can deploy and verify your org's configuration in fewer steps.") - [Configure Tariff Comparison with a Coding Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_configure_tariff_comparison_with_a_coding_agent.htm&release=264.0.0&type=5 "Set up tariff comparison in your Energy & Utilities org from scratch by using generative AI coding agents. Instruct your AI agent, such as Claude Code or Agentforce Vibes, to enable the tariff comparison feature, assign permissions, configure sharing settings, and create standard and integration user. This automated path replaces manual setup tasks so you can deploy and verify the configuration in fewer steps.") (Added the week of September 07, 2026) - [Direct an Agent to Configure Multisite Quoting](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_direct_an_agent_to_configure_multisite_quoting.htm&release=264.0.0&type=5 "Configure multisite quoting end-to-end in your Energy & Utilities sales org by using generative AI coding agents. Direct your AI coding agent, such as Claude Code or Agentforce Vibes, to enable features, assign permissions, configure product record types, and set up fields on the quote and order objects. This automated path eliminates manual, UI-heavy configuration so that you can quickly deploy and verify your setup.") (Added the week of September 07, 2026) - [Set Up New Connections by Using Generative AI](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_set_up_new_connections_by_using_generative_ai.htm&release=264.0.0&type=5 "Configure new connections in your Energy & Utilities org by using generative AI coding agents. Direct your AI coding agent, such as Claude Code or Agentforce Vibes, to enable the org preference, clone profiles, create users, configure field-level security, and add a milestone tracker. This automated path replaces manual configuration so that you can verify your setup’s end state instantly.") (Added the week of September 07, 2026) - [Configure Clean Energy Program Management Console with AI Assistance](https://help.salesforce.com/s/articleView?id=release-notes.rn_energy_configure_cep_management_console_with_ai_assistance.htm&release=264.0.0&type=5 "Set up a clean energy program management console in your Energy & Utilities org by using generative AI coding agents. Direct your AI coding agent, such as Claude Code or Agentforce Vibes, to enable outcome, program, and benefit management preferences, create users, assign permission sets, and deploy supporting metadata and flows. This automated path replaces manual configuration so that you can verify your setup’s end state instantly.") (Added the week of September 07, 2026) ### August 2026 - No changes since the initial publication. ## Financial Services Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - [Create Agents for Financial Services in the New Agentforce Builder](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentforce_builder.htm&release=264.0.0&type=5 "Build and customize agents for your financial services use cases in the new Agentforce Builder in Agentforce Studio. The Agentforce Financial Services agents are now available in the new builder, which uses guided setup, built-in AI assistance, and Agent Script-powered workflows to help you create agents that follow your business rules. Preview, test, trace, and debug agent behavior to deliver higher-quality experiences with less development effort. More financial services agents move to the new builder in upcoming releases.") (Updated the week of October 8, 2026) - - Added information about the availability of two Financial Services Cloud templates in the new Agentforce Builder: Banking Service Customer Assistance and Banking Service Employee Assistance. - [Intelligent Referral Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_referral_management.htm&release=264.0.0&type=5 "Automatically fill referral details to speed up submission and reduce entry errors. Customize how referrals are routed across your organization by selecting an assignment rule engine and setting up assignment rules. Show customized confirmation messages following a referral submission to improve communication clarity and drive user engagement.") (Updated the week of October 12, 2026) - - Added a release note to announce the Intelligent Referral Management enhancements. - [Households for Agentic Advisor](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_households.htm&release=264.0.0&type=5 "Guide users through adding, editing, and deleting household relationships by using prebuilt, flow-driven Actionable Relationship Center (ARC) graphs.") (Updated the week of October 12, 2026) - - Added a release note to announce the Households for Agentic Advisor enhancements. - [Keep Flexible Hierarchies in Sync Automatically](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_flexible_hierarchies_sync.htm&release=264.0.0&type=5 "Automate the maintenance of rule-based flexible hierarchies by using scheduled flows. Because underlying business data changes frequently, rule-based hierarchies can fall out of sync with their defined rules. Instead of manually auditing and updating hierarchies, schedule the prebuilt flows to proactively identify out-of-sync hierarchies and re-run their rules to bring them back into alignment.") (Updated the week of October 12, 2026) - - Added a release note to announce the Flexible Hierarchies enhancement. ### September 2026 - [Create Calculation and Analysis Worksheets for Origination Processes](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_origination_worksheet.htm&release=264.0.0&type=5 "Use Origination Worksheet to perform pricing and affordability calculations across front, middle, and back-office origination processes. Relationship managers can calculate pricing, while reviewers and operations teams can analyze financial stability, cash flow, and tradeline data to evaluate an applicant’s eligibility for financial product offerings.") (Updated the week of September 28, 2026) - The generative AI enhancement that lets you define and refine calculation logic isn’t quite ready, so we’re removing it for now. We’ll let you know after it’s back up. - [Set Up Flexible Hierarchies with a Coding Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_flexible_hierarchies_ai_setup.htm&release=264.0.0&type=5 "In a supported AI coding environment, describe the hierarchy nodes you need. A headless workflow then generates the hierarchy type configuration, including node definitions and relationships. Previously, you configured each definition and relationship individually in Setup. Use this workflow to set up hierarchy types for advisory teams, branches, or business units faster.") (Added the week of September 28, 2026) - [Configure Home Loan Origination with an AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_digital_origination_ai_setup.htm&release=264.0.0&type=5 "Configure digital origination for home loans by describing the product and origination journey that you want. Your AI coding assistant coordinates setup across product catalogs, pricing, application intake, disclosures, document requirements, stage management, participant access, and the underwriter console to reduce manual configuration across each area.") (Added the week of September 14, 2026) - [Set Up Meeting Concierge with an AI Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge_ai_setup.htm&release=264.0.0&type=5 "Use an AI-assisted workflow in a supported coding environment to set up Meeting Concierge end-to-end in an existing Financial Services org, without navigating multiple setup pages or relying on specialized setup knowledge.") (Added the week of September 14, 2026) - [New Connect REST APIs in Financial Services Cloud](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_connect_apis.htm&release=264.0.0&type=5 "Connect REST APIs help customers, and partners integrate with Salesforce software and UIs.") (Added the week of September 14, 2026) ### August 2026 - [Meeting Concierge](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_meeting_concierge_container.htm&release=264.0.0&type=5 "Help your advisors prepare for, manage, and follow up on client meetings more efficiently with the latest Meeting Concierge enhancements.") (Added the week of August 31, 2026) ## Health Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Home Health**: [Upgrade Home Visit Scheduling with Dynamic Calendar and List Views](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_list_calendar_views.htm&release=264.0.0&type=5 "Customize the enhanced Home Health Visits Lightning component to show critical fields across both calendar and list views. The component now defaults to the calendar view, helping schedulers review immediate and long-term care visits by seamlessly switching between day, week, 15-day, month, and year layouts. Provide scheduling teams with visual cues by assigning custom colors to up to 10 distinct visit statuses. Boost productivity by allowing schedulers to perform key actions such as verifying visits, managing custom actions, and filtering records directly from the calendar interface. Your team can also reschedule visits by dragging them within supported calendar views.") (Updated the week of October 5, 2026) - **Digital Health Insurance**: [Speed up Medicare Plan Enrollments with a Guided Flow](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_dhi_medicare_sales.htm&release=264.0.0&type=5 "Boost productivity during high-volume enrollment seasons by guiding sales representatives step by step through Medicare plan sales, including Medicare Advantage, Prescription Drug, and Special Needs plans, all in one flow. Capture Scope of Appointment consent automatically to stay CMS compliant. Speed up fact-finding by instantly checking prescription drug formularies, verifying in-network provider tiers, and booking consultations within the 48-hour rule. Cut administrative overhead by completing enrollments conversationally, from disclaimer to signature, without switching between multiple carrier log ins.") (Updated the week of October 5, 2026) ### September 2026 - **Agentforce Health Foundations**: [Roll Out Agentforce Health Foundations from a Prompt](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_agentforce_foundations_setup_assistant.htm&release=264.0.0&type=5 "Configure Agentforce Health Basic Setup without clicking through readiness checks, feature toggles, and layout builders by using a conversational setup assistant in your AI coding assistant. The setup flow validates prerequisites, turns on the Agentforce Health Console, Data Protection and Privacy, Translation Workbench, Contacts to Multiple Accounts, and Person Accounts. It then creates Patient and Provider record types and page layouts and adds the Patient Card and Timeline components to your Lightning pages.") (Added the week of September 14, 2026) - **Home Health**: [Accelerate Home Health Setup with AI-Guided Configuration](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_setup_assistant.htm&release=264.0.0&type=5 "Save setup time and reduce manual errors by configuring Home Health with an AI coding assistant. Validate prerequisite licenses, install the Field Service managed package, and generate core metadata instantly. Activate critical scheduling flows, establish mobile clinician access, and build self-service patient portals without navigating multiple setup pages. Integrate advanced budget management and connect Agentforce to equip your care coordinators with intelligent home healthcare capabilities. You can also skip specific steps during your initial deployment and resume progress later to maintain flexibility.") (Added the week of September 14, 2026) - **Intelligent Appointment Management**: [Set Up Appointment Scheduling from Your AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_iam_setup_assistant.htm&release=264.0.0&type=5 "Configure Health Intelligent Appointment Management without hand-configuring every scheduling object by using a conversational setup assistant in your AI coding assistant. The setup flow verifies Person Accounts and provider data, turns on Data Pipelines and Provider Search, connects Salesforce Scheduler through a Named Credential, and sets up service territories, resources, users, appointment modes, work types, statuses, and the Healthcare Appointment Scheduler console component.") (Added the week of September 14, 2026) - **Provider Search**: [Build Provider Search with a Conversational Setup Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_provider_search_setup_assistant.htm&release=264.0.0&type=5 "Set up Provider Search in Health without navigating the full Data Pipelines and search configuration UI by using a conversational setup assistant in your AI coding assistant. The setup flow verifies prerequisites, turns on Data Pipelines and standard data sync, seeds healthcare facility and practitioner records, and configures criteria-based search, guest user access, and an AI-powered Patient and Member Services agent for provider matching.") (Added the week of September 14, 2026) - **Referral Management**: [Configure Referral Management Through Conversation](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_referral_management_setup_assistant.htm&release=264.0.0&type=5 "Configure Health Referral Management without clicking through dozens of setup pages by using a conversational setup assistant in your AI coding assistant. The setup flow walks you through Clinical Service Request page layouts, referral creation flows, provider search integration, case automation, and orchestration. Optional acts cover eligibility and benefits verification, prior authorization, predictive scoring, patient and provider outreach, and the Experience Cloud guest portal.") (Added the week of September 14, 2026) - **Integrated Care Management**: [Set Up Intelligent Care Management with a Conversational Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_icm_set_up_with_an_conversational_asst.htm&release=264.0.0&type=5 "Set up Intelligent Care Management through a simple conversation with your AI assistant instead of navigating multiple setup pages. Validate prerequisites, assign recommended permissions, enable the Discovery Framework, and configure Care Plans, Goal Assignment, automatic sharing, and Care Gap Detection. Optionally, enable AI-powered assessment features and MCG Care Guidelines. Add assessment, care plan, and care gap components to the Patient Account page to help care coordinators manage patient care. Validation at each stage helps you complete setup more quickly and with fewer configuration errors. If you skip an area, you can return later and resume setup based on your org’s metadata.") (Added the week of September 14, 2026) - **Grants Management**: [Integrate Grants Management in Agentforce Health](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_grant_management.htm&release=264.0.0&type=5 "Streamline your healthcare funding programs, from application intake and credential verification to milestone disbursements, by integrating Grants Management in Agentforce Health. Skip building custom grant solutions by using built-in objects for funding programs, individual applications, requirements, and disbursements. Automate applicant verification with National Provider Identifier lookups, and evaluate grant applications in a unified review workspace. Maintain accountability and compliance by tying disbursements to the required milestone documentation.") (Added the week of September 21, 2026) ### August 2026 - **Document AI for Health**: [Identify the Correct Template for Document Extraction](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_doc_ai_auto_identify.htm&release=264.0.0&type=5 "Reduce processing overhead and simplify document extraction with template auto-identification. Save time and improve template selection accuracy as the system selects the best match from multiple similar templates. For batch files, the system uses folder timestamps to associate each file with the correct template when multiple active templates share a source folder. It processes each file only once and creates a single Document Extraction Record (DER), which prevents duplicate requests and reduces extraction costs. If no template matches, the system creates a DER in an unidentified state so users can review the document, assign the correct template, and retry extraction without losing track of the file.") (Added the week of August 31, 2026) - **Health Engagement**: [Ingest External Care Gap Data into Agentforce Health](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_health_engagement_external_data_ingestion.htm&release=264.0.0&type=5 "Use the Health Cloud External Care Gap Integration data kit to ingest and map care gap record from external Electronic Medical Record (EMR) or Electronic Health Record (EHR) systems to standard Health Cloud data model objects. Populate the pre-packaged Ingestion API streams in your org and unlock the schemas and data mappings required for patient and member outreach. Trigger existing segments, data graphs, and automated email or SMS flows for all patients, regardless of whether the care gap records reside in Salesforce or an external health system.") (Added the week of August 31, 2026) - **Home Health**: [Transform Home Healthcare with Comprehensive Patient Visit Summaries](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_visit_summary.htm&release=264.0.0&type=5 "Drive better patient outcomes by equipping your care teams with automated, clinically rich home visit summaries. Eliminate time-consuming manual record preparation by offering your team hands-free, read-aloud pre-visit briefings designed for travel. Generate comprehensive post-visit notes immediately after each appointment to connect new visit details with the patient’s history, ensuring accurate follow-up planning and seamless continuity of care.") (Added the week of August 31, 2026) - **Home Health**: [Automate Home Healthcare Assessments with Ambient Listening](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_home_health_ambient_listening.htm&release=264.0.0&type=5 "Transform patient conversations into completed assessments by using ambient AI. Help your clinicians focus entirely on the patient during home visits while the AI transcribes conversations in real time, suggests responses for assessment fields, and significantly reduces post-visit documentation. Leverage intuitive, per-field prompts to help your clinicians take full control as they simply review the suggestions and choose between their own notes and the AI input to finalize the assessment responses.") (Added the week of August 31, 2026) - **Integrated Care Management**: [Drive Faster Care Interventions with AI-Generated Assessment Summaries](https://help.salesforce.com/s/articleView?id=release-notes.rn_health_icm_assessment_summary.htm&release=264.0.0&type=5 "Empower your care managers to condense lengthy assessments into concise insights so they can instantly compare historical data and spot critical health trends. Link extracted details directly to source records so care managers can confidently verify summaries within the broader context of the assessment and the person 360 profile. Surface highly relevant recommendations directly within the summary by using standard and custom actions. Accelerate overall decision-making by presenting the right interventions upfront to help your team schedule appointments, create referrals, and update care plans without ever navigating away.") (Added the week of August 31, 2026) ## Insurance Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - [Simplify Claim Filing for Policyholders with an AI Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_simplify_claim_filing_with_ai_agent.htm&release=264.0.0&type=5 "Give policyholders a faster way to report a loss and file a claim over the phone or in your customer portal with the Claims Service Customer Assistance agent. The agent verifies a policyholder's identity, collects incident details, creates a claim, and emails the claim and case details for the policyholder's reference. Policyholders can also request a callback from a customer service rep at any time during the call for further assistance. With the agent completing the claim intake for the routine cases, your customer service reps can focus on helping policyholders with complex claims.") (Added the week of October 5, 2026) - **Brokerage**:[New Invocable Actions in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage_invocable_actions.htm&release=264.0.0&type=5 "Use the new invocable action to preview rolled-up premium amounts for a draft insurance policy hierarchy without creating or updating changes.") (Added the week of October 12, 2026) - **Brokerage**:[New Connect REST APIs in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_brokerage_connect_api_resources.htm&release=264.0.0&type=5 "Manage insurance policies at scale by creating draft endorsements, completing endorsements, issuing, and reinstating multiple policies in bulk. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.") (Added the week of October 12, 2026) - **Brokerage**:[New Connect in Apex Methods in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_brokerage_connect_in_apex_methods.htm&release=264.0.0&type=5 "Manage insurance policies at scale by endorsing, creating draft endorsements, issuing, canceling, and reinstating policies individually or in bulk using Connect in Apex methods. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.") (Added the week of October 12, 2026) ### September 2026 - [Set Up Insurance Products with an AI Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_set_up_products_with_ai.htm&release=264.0.0&type=5 "Get your Digital Insurance org up and running and create insurance products with an AI coding assistant, reducing manual effort and setup errors. Have the AI assistant check licenses and settings and complete the initial org setup required for product configuration. Describe the product that you want to offer in natural language, or provide its structure in a CSV or JSON file. Review and confirm the product structure, and the assistant creates the product, coverages, benefits, and attributes from your specifications.") (Added the week of September 21, 2026) - [Configure Agency Billing Faster with an AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage_agency_billing_ai_coding_assistant.htm&release=264.0.0&type=5 "Describe the agency billing outcome you want in plain language, and let a coding agent guide you through the configuration. Choose how much you want to review before changes apply, from approving each step individually to running the full setup with minimal intervention. The agent configures legal entities, billing treatments, tax and payment rules, accounting, permissions, and license checks for you, so you don't have to work screen by screen through Setup and the guided wizard. When setup is complete, the agent creates a policy so you can verify the configuration.") (Added the week of September 14, 2026) ### August 2026 - **Group Benefits**:[New Connect REST APIs in Group Benefits](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_group_benefits_connect_api_resources.htm&release=264.0.0&type=5 "Use the Group Benefits Connect APIs to support end-to-end group insurance workflows, including census, quote, contract, and policy lifecycle management. The APIs also support post-insurance operations, such as policy and contract endorsements and renewals, helping accommodate individual life events, changes in carrier offerings or regulations, and ongoing benefits administration.") (Added the week of August 17, 2026) - **Group Benefits**:[New Invocable Actions in Group Benefits](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_group_benefits_new_invocable_actions.htm&release=264.0.0&type=5 "Streamline mid-term adjustments for group census member plans, and efficiently cancel and endorse group census member policies. Additionally, create endorsement or renewal quotes directly from insurance contracts and generate group census records to automate complex policy lifecycle processes group census members.") (Added the week of August 17, 2026) - **Brokerage**:[New Connect REST APIs in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_brokerage_connect_api_resources.htm&release=264.0.0&type=5 "Manage insurance policies at scale by creating draft endorsements, completing endorsements, issuing, and reinstating multiple policies in bulk. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.") (Added the week of August 17, 2026) - **Brokerage**:[New Connect in Apex Methods in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_brokerage_connect_in_apex_methods.htm&release=264.0.0&type=5 "Manage insurance policies at scale by endorsing, creating draft endorsements, issuing, canceling, and reinstating policies individually or in bulk using Connect in Apex methods. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.") (Added the week of August 17, 2026) - **Group Benefits**:[New Connect in Apex Methods in Group Benefits](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_group_benefits_connect_in_apex_classes.htm&release=264.0.0&type=5 "Use these new Connect in Apex methods to clone and map group census data, issue, endorse, and renew contracts from quotes, and generate or refresh census members.") (Added the week of August 31, 2026) ## Life Sciences Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Order Management**:[Order Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_release_highlights.htm&release=264.0.0&type=5 "Order Management for Agentforce Life Sciences gives field reps a complete, end-to-end experience from setup to signature. Build and submit quoted orders from anywhere—web or mobile, online or offline—and finalize deals on-site. Run consistent, accurate in-store audits with Store Check to catch stock gaps and compliance issues as they happen. Every quoted order reflects the same trusted, calculated pricing everywhere that your reps sell. And with everything centralized in one setup location, get your org up and running fast.") (Updated the week of October 12, 2026) - Added a disclaimer clarifying the scope and associated costs. - **Account Management**: [Find Accounts Faster with Relevance-Based Search on the iPad](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_relevance_based_account_search.htm&release=264.0.0&type=5 "Spend less time scrolling through an undifferentiated mix of Account Search results to find the account you’re looking for. The improved Account Search now surfaces the strongest account matches first, prioritizing results by relevance rather than alphabetically. Dynamic filters help you switch between address-only matches, account-only matches, and a consolidated view, eliminating the need to drill into individual results to pinpoint the field matched. Earlier, Account Search produced a single list of accounts in alphabetical order, with no indication of the matching field.") (Updated the week of October 5, 2026) - Added a release note to announce the Relevance-Based Account Search enhancement in Account Management. - **Engagement Planning**: [Configure Time Off Territory Categories to Meet Your Organization’s Scheduling Needs](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_planning_configurable_tot.htm&release=264.0.0&type=5 "Represent your organization's unique downtime categories by configuring time off territory (TOT) events, such as company celebration days, training, and regulatory duties. Apply TOT rules to these downtime categories to specify whether users can schedule these TOT events alongside other activities, reducing scheduling conflicts, and staying aligned with your organizational policies.") (Added the week of October 5, 2026) - **Engagement Execution**: [Focus Attendee Data Entry on Samples and Marketing Items](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_restrict_attendee_entries.htm&release=264.0.0&type=5 "Keep product details and discussions consistent across all attendees in a group visit while supporting per-attendee data entry where regulations require it. Show only the Samples, Direct to Practitioner, and Marketing Items sidebars on the Attendee Visit Engagement page if they’re available. Product details from the parent visit apply to all attendees automatically, so your field users can focus on capturing only the data that's specific to each individual attendee.") (Added the week of October 5, 2026) - **Engagement Execution**: [Host Twilio Remote Sessions from the Desktop Site](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_remote_engagement_web_twilio.htm&release=264.0.0&type=5 "Field users can now use Twilio to conduct remote sessions with healthcare professionals (HCPs) from their desktop without relying on external video tools. The remote session stays within the context of the visit so that sales reps can capture presentation metrics, device data, and consent or product signatures for each participant. HCPs join remote sessions by using a secure link on any device without installing an app. Previously, remote engagement with Twilio was available only in the Life Sciences Cloud mobile app.") (Added the week of October 5, 2026) - **Engagement Execution**: [Request Remote Consent Signatures from Participants on Mobile Phones](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_execution_remote_consent_smartphone.htm&release=264.0.0&type=5 "Your field users can request and capture consent signatures from healthcare professionals (HCPs) who join remote sessions on their phones, in addition to product and sample signatures. HCPs review consent topics, opt in or opt out, and provide electronic signatures. Previously, requesting consent signatures required HCPs to join from a laptop or desktop.") (Added the week of October 5, 2026) - **Engagement Execution**: [Access Custom LSC Apps Offline](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_lwc_bundle_priming.htm&release=264.0.0&type=5 "Give your field reps immediate access to offline-enabled Life Sciences Cloud (LSC) apps without a prior connected session. During each sync, the Life Sciences Cloud mobile app downloads custom app bundles to field reps' devices.") (Added the week of October 5, 2026) - **Engagement Execution**: [Resolve GraphQL Queries Offline in Custom LSC Apps](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_offline_graphql.htm&release=264.0.0&type=5 "Keep your custom Life Sciences Cloud (LSC) apps working for field reps when their devices lose connectivity. When a rep is offline, the Life Sciences Cloud mobile app resolves GraphQL queries from your custom Lightning web components (LWCs) against the data that's synced to the device.") (Added the week of October 5, 2026) - **Engagement Execution**: [Combine Multiple Components in a Single LSC App](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_compose_life_sciences_apps.htm&release=264.0.0&type=5 "Build richer, more complex Life Sciences Cloud (LSC) apps for your field reps without hitting the single-app limit in the Life Sciences Cloud mobile app. A single LSC app on the Home Page or on a tab in a Lightning record page can now contain multiple nested custom Lightning web components (LWCs). Design a component one time, such as a list, a card, or a menu, and reuse it across multiple LSC apps.") (Added the week of October 5, 2026) - **Event Management**: [Support Faster Managed Event Record Creation with Fewer Clicks](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_event_management_event_type_mappings.htm&release=264.0.0&type=5 "Automatically classify a managed event based on its record type, instead of entering the same information twice. Use event type mappings to support more reliable reporting and eliminate data mismatches and inconsistencies in downstream workflows.") (Updated the week of October 5, 2026) - Added a release note to announce the Event-Type Mapping enhancement in Event Management. - **Event Management**: [Streamline the Managed Event Participant Creation Process](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_event_management_participant_type_mappings.htm&release=264.0.0&type=5 "Extend participant type assignments beyond the standard participant types to any Managed Event Participant record type of your choice. Specify a record type once instead of re-entering participant type and role details across multiple steps. Create records faster and with fewer errors by automatically populating the Event Management Participant Type, Event Management Participant Role, and the Event Management Participant Type Role Mapping fields in the Managed Event Participant records.") (Updated the week of October 5, 2026) - Added a release note to announce the Participant-Type Mapping enhancement in Event Management. - **Intelligent Content**: [Capture Detailed Interaction Data Within Presentation Pages](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_in_content_interaction_tracking.htm&release=264.0.0&type=5 "Go beyond page views to gain deeper visibility into how healthcare professionals (HCPs) engage with your presentation content. Use the trackInteraction function in your HTML slides to track specific interactions within each presentation page, such as button taps, link clicks, and video plays. Life Sciences Customer Engagement captures the account and visit details with each interaction so that you can report on presentation effectiveness and refine your content strategy.") (Added the week of October 5, 2026) - **Intelligent Content**: [Track Email Fragment Usage Across Your Field Team](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_email_fragment_usage_tracking.htm&release=264.0.0&type=5 "See which email fragments your sales reps include when corresponding with healthcare professionals (HCPs). Report on fragment usage across email templates, products, and time periods to measure content effectiveness. Sending an email generates a Life Science Email Fragment record for each included fragment, capturing a snapshot of that fragment's version and content. Subsequent edits to a fragment don't affect existing tracking records, so you always have an accurate, auditable history of what your reps communicated.") (Added the week of October 5, 2026) - **Intelligent Content**: [Work Faster in the Content Library and Presentation Player](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_intelligent_content_player_improvements.htm&release=264.0.0&type=5 "Field users can now open inquiries and start surveys for the main account directly from the presentation player menu without interrupting the interaction. On the desktop site, Inquiry and Survey quick actions are also available for each account in the Attendees list, providing a consistent experience across devices. In the mobile app, the content library now shows four presentation thumbnails per row, making it easier to find the correct content. Updated button styling makes navigation easier, and drag handles make slide reordering smoother in custom presentations.") (Added the week of October 5, 2026) - **Intelligent Content**: [Reach the Right Healthcare Professionals with Automatic Email Selection on Mobile](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_field_email_best_email_mobile.htm&release=264.0.0&type=5 "To improve engagement and response rates, the Life Sciences Cloud mobile app now selects the best opted-in email addresses automatically. Email recipients now also appear in the same order as on the desktop site for a consistent experience across devices. The recipient list is ordered based on the preference rank on contact point email records, with ranked addresses appearing first in ascending order, unranked addresses appearing next, and ties broken alphabetically. Your field users can also select different available email addresses based on your organization's consent settings.") (Added the week of October 5, 2026) - **Intelligent Content**: [Expand Data 360 Insights by Using Email Fragment and Presentation Data Streams](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_email_fragment_data_cloud.htm&release=264.0.0&type=5 "Enrich your Data 360 integrations with new and updated bundles in the Life Sciences Data Kit. A new Email Message Fragment data model object and data stream capture the fragments that your sales reps include in each sent email. Expanded Email Message data stream mappings capture send status, scheduling, consent, and template details. Updated Presentation Click Stream Entry data stream mappings record in-content interactions, such as video plays and button taps.") (Added the week of October 5, 2026) - [New and Changed Objects for Life Sciences](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_new_changed_objects.htm&release=264.0.0&type=5 "Do more with the new and changed Life Sciences objects.") (Updated the week of October 5, 2026) - Added an entry for the new DowntimeCategory field on the TerritoryUserDowntime object. - Added entries to the Intelligent Content section. ### September 2026 - **Engagement Planning**: [Set Up Key Account Management Faster with an AI Coding Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_key_account_management_with_ai.htm&release=264.0.0&type=5 "Automate the multi-step Key Account Management (KAM) implementation process by using an AI coding agent that handles all the prerequisite setup tasks—like permission set assignments and stakeholder picklist creation. Get standardized goals and tasks that you import directly into account plans and territory business plans. Use natural-language utterances to provide record data for the KAM user, territory, account, product, or the stakeholders—or confirm the data that’s supplied by your agent. Built-in guardrails help you stay compliant: the agent asks for your explicit approval before taking any org-wide action and verifies record data against your org before submitting changes. Complete the implementation process at your own pace by pausing and resuming sessions as needed.") (Added the week of September 21, 2026) - **Engagement Execution**: [Prepare Life Sciences Cloud for a Field Rep’s First Visit](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_prepare_first_visit.htm&release=264.0.0&type=5 "Use an AI coding agent to take a package-ready Life Sciences Cloud org from initial configuration to a field rep's first visit. The headless workflow configures territories and users, deploys the required metadata, creates minimal test data, and regenerates the mobile metadata cache for synchronization. Field reps get a working Visit foundation on the web, with data prepared for synchronization to an enrolled iPad.") (Added the week of September 21, 2026) - **Engagement Planning**: Configure Time Off Territory Categories to Meet Your Organization’s Scheduling Needs (Removed the week of September 21, 2026) - [New and Changed Objects for Life Sciences](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_new_changed_objects.htm&release=264.0.0&type=5 "Do more with the new and changed Life Sciences objects.") (Updated the week of September 21, 2026) - Removed the entry for the DowntimeCategory field on the TerritoryUserDowntime object. - **Event Management**: [Strengthen Data Monitoring by Using the New Event Management Trigger Handlers](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_customer_engagement_event_management_new_trigger_handlers.htm&release=264.0.0&type=5 "Keep data consistent, accurate, and audit-ready by using the new trigger handlers. Ensure that utilization limits remain in sync with changes in Managed Event or Managed Event Participant records. Stay compliant by blocking or flagging record updates that bypass monetary caps. Make sure that event data stays current by automatically refreshing expense buckets when estimated expenses or participant allocations change.") (Updated the week of September 7, 2026) - Updated the How section to include the trigger handler names. ### August 2026 - [New and Changed Objects for Life Sciences](https://help.salesforce.com/s/articleView?id=release-notes.rn_lsc_order_management_new_changed_objects.htm&release=264.0.0&type=5 "Do more with the new and changed Life Sciences objects.") (Updated the week of August 31, 2026) - Added entries for the new IsVerbalConsent and ConsentDocumentReference fields on the CommSubConsentCmplSnpsht object. ## Manufacturing Release Note Changes by Month We made these additions and changes to published release notes. ### August 2026 - No changes since the initial publication. ## Media Release Note Changes by Month We made these additions and changes to the published release notes. ### September 2026 - [Accelerate Media Sales Configuration with AI Developer Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_media_headless_intro.htm&release=264.0.0&type=5 "Describe your target setup in plain language to an AI developer tool to configure proposal and media plan flows in Media Cloud. Instead of manually navigating multiple setup pages, guide Claude Code or Agentforce Vibes to generate and wire your configurations, including pitch-deck generation. This automated configuration path accelerates implementation, so you verify the generated flows instead of assembling them page by page.") - [Accelerate Ad Catalog Setup with an AI Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_media_headless_ad_catalogs.htm&release=264.0.0&type=5 "Configure ad product catalogs in Advertising Sales Management by describing your target setup to an AI agent. Instead of navigating multiple setup pages by hand, guide your agent through catalog intake, audit, and remediation to generate your catalog configurations. This conversational setup path speeds up catalog launches and replication, so you verify your ad product lines instead of building them by hand.") (Added the week of September 07, 2026) - [Build Ad Inventory Datasets Headlessly with AI Agents](https://help.salesforce.com/s/articleView?id=release-notes.rn_media_headless_ad_inv_calendar.htm&release=264.0.0&type=5 "Reset and build representative ad inventory datasets in provisioned Media Cloud orgs conversationally and headlessly through an AI coding agent. Instead of running manual data loads or running custom scripts, describe your test data requirements to the agent to generate and populate the database automatically.") (Added the week of September 07, 2026) - [Discover Ad Products and Check Availability Faster with AI](https://help.salesforce.com/s/articleView?id=release-notes.rn_media_headless_discover_ad_prods_check_avails.htm&release=264.0.0&type=5 "Direct an AI agent to discover matching ad products and check inventory availability from an ingested campaign brief. Instead of manually cross-referencing targeting, availability, and the product catalog across separate setup pages, guide the agent to chain these configurations for you. Review the discovered ad products instead of cross-referencing each system by hand, accelerating product discovery and calendar verification.") (Added the week of September 07, 2026) - [Configure Proposals and Media Plans with AI Assistance](https://help.salesforce.com/s/articleView?id=release-notes.rn_media_headless_proposals_media_plans.htm&release=264.0.0&type=5 "Describe your target setup in plain language to an AI developer tool to configure proposal and media plan flows in Advertising Sales Management. Instead of manually navigating multiple setup pages, guide Claude Code or Agentforce Vibes to generate and wire your configurations, including pitch-deck generation. This automated configuration path accelerates implementation, so you verify the generated flows instead of assembling them page by page.") (Added the week of September 07, 2026) - [Configure Request for Proposal Document Intake with an AI Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_media_headless_request_for_proposal.htm&release=264.0.0&type=5 "Configure Request for Proposal (RFP) summary structure by describing the format you require to an AI agent. Instead of mapping extraction fields to opportunity fields by hand, guide the agent through the setup, and it generates the mappings for you. You verify the setup instead of building it by hand, which accelerates onboarding for new RFP formats.") (Added the week of September 07, 2026) - Read-Only Media Plans: [Prevent Changes to Finalized Media Plans](https://help.salesforce.com/s/articleView?id=release-notes.rn_media_readonly_media_plan.htm&release=264.0.0&type=5 "Protect your finalized media plans from accidental and unauthorized changes. Configure the media plan grid and side panel to switch to read-only mode for specific quote statuses, such as In Approval or Closed. Also, turn off all create and update actions on the inventory and spot calendar grids and prevent users from adding placements to read-only quotes.") (Added the week of September 07, 2026) - Advertising Inventory Calendar Enhancements: [Accelerate Media Planning with an Enhanced Inventory Calendar](https://help.salesforce.com/s/articleView?id=release-notes.rn_media_monthly_adv_inv_management_enhancements.htm&release=264.0.0&type=5 "Help your media planners work faster with a more streamlined and customizable advertising inventory calendar. They can quickly identify available slots with accurate status colors, view dates in UTC, set default templates, and resolve issues faster with custom validation messages.") (Added the week of September 07, 2026) ### August 2026 - No changes since the initial publication. ## Net Zero Release Note Changes by Month We made these additions and changes to published release notes. ### August 2026 - No changes since the initial publication. ## Nonprofit Release Note Changes by Month We made these additions and changes to the published release notes. ### October 2026 - **Volunteer Management**: [Turn On and Configure Volunteer Management with Agents](https://help.salesforce.com/s/articleView?id=release-notes.rn_volunteer_mgmt_agentic_setup.htm&release=264.0.0&type=5 "AI agents can turn on Volunteer Management, assign permissions sets, configure initiatives, create records, and run day-to-day tasks. Work from the command line or another agent channel. Previously, these tasks required a coordinator or partner working in the Salesforce UI.") Added the week of October 16, 2026 ### September 2026 - **Metadata API**: [Recalculate household names and greetings from a flow](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Added the week of September 21, 2026) ### August 2026 - No changes since the initial publication. ## Industries Common Features Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Fundraising**: [Turn On and Configure Fundraising with Agents](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising_agentic_setup.htm&release=264.0.0&type=5 "Admins and implementation partners can ask an AI agent to turn on Fundraising, assign permission sets, create a default gift designation, and turn on related features. The agent also offers to set up these optional enhanced features: interest tags, interaction summaries, record alerts, life events, and timeline. Work from the command line or another agent channel. Previously, these tasks required working through multiple pages in Setup.") (Updated the week of October 19, 2026) - Added a release note to the Fundraising release notes. - **Fundraising**: [Automatically Generate and Maintain Household Names](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising_auto_household_naming.htm&release=264.0.0&type=5 "Keep household account names accurate and professional as family dynamics change. Define formula-based naming patterns to automatically recalculate household names whenever you add, remove, or update members. The naming engine listens for changes to household membership and member details and then recalculates names in real time.") (Updated the week of October 19, 2026) - Updated the release note to reflect that this feature is available only to Nonprofit Cloud. - **Fundraising**: [Create Households for Person Accounts During Gift Entry](https://help.salesforce.com/s/articleView?id=release-notes.rn_fundraising_automate_household_gift_entry.htm&release=264.0.0&type=5 "Add donors to households directly from the Gift Entry Grid or the Business Process API without building separate automation. Gift officers can reduce manual steps and keep donor data organized by creating households during gift entry. Partners can programmatically create households in bulk by using gift or commitment payloads. Donor records stay complete from the point of entry, immediately closing reporting gaps.") - Updated the release note to reflect that this feature is available only to Nonprofit Cloud. ### September 2026 - **Program and Case Management**: [Drive Participant Engagement and Save Staff Time with the Program Participant Portal Template](https://help.salesforce.com/s/articleView?id=release-notes.rn_program_management_participant_portal.htm&release=264.0.0&type=5 "Give participants secure self-service access to their programs, applications, enrollments, benefit assignments and disbursements, and referrals, so they can engage when and where it’s convenient for them. The new Program Participant Portal Experience Cloud template includes preconfigured pages, navigation, and components, so staff spend less time on routine inquiries and more time on high-value work.")(Added the week of September 7, 2026) - Added a release note to the Program and Case Management notes. ### August 2026 - No changes since the initial publication. ## Marketing Cloud Next Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Reporting and Analytics**: [Analyze B2B Marketing Impact with Ready-to-Use Dashboards](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_b2bam.htm&release=264.0.0&type=5 "B2B Analytics for Marketers brings account, opportunity, campaign, engagement, and attribution data into Tableau Next dashboards. Marketing teams can review account-based marketing performance, pipeline influence, campaign return, deal velocity, and attribution from one analytics experience. Use the dashboards to understand which marketing programs support pipeline and revenue, then apply those insights to planning, budgeting, and strategy.") (Updated the week of October 19, 2026) - Updated the Where section to remove Growth editions. B2B Analytics for Marketers is available with Advanced editions. - ****Email and Messaging****: [Choose the Best Content with Recommenders](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_choose_with_recommenders.htm&release=264.0.0&type=5 "Automatically select the best content for each email recipient at send time. ML-based Recommenders use each recipient's profile and engagement history to pick an optimal image file from a pool that you define. The recommender keeps learning from opens and clicks to improve future selections.") (Updated the week of October 19, 2026) - Updated the title. - **Distributed Marketing and Alerts**: [Add Approved Attachments to Email Templates](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_dm_attachments.htm&release=264.0.0&type=5 "Starting in November 2026, marketers can attach files to email templates. To make sure that important documents are always included in emails sent from templates, marketers can mark attachments as required. If enabled, Distributed Marketing and Alerts senders can also upload their own files from a content workspace.") (Updated the week of October 19, 2026) - Feature available in November 2026. - ****Channels****: [Prepare for the WhatsApp Account Model Update](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_whatsapp_wame.htm&release=264.0.0&type=5 "Meta is separating business phone numbers from provider-specific templates and billing through its WhatsApp Account Model Evolution update. You can now use a single WhatsApp phone number across Salesforce and another provider simultaneously without disrupting existing journeys, templates, or API integrations.") (Added the week of October 12, 2026) - **Landing Pages and Forms**: All topics (Updated the week of October 12, 2026) - Removed the release notes for Manage Landing Page Site Configuration with Marketing Sites, Personalize Landing Pages with Handlebars and AMPscript, Build Landing Pages and Forms with Custom HTML, and Connect Forms and Landing Pages to More Data Sources. These features aren't quite ready yet, so we removed them for now. - Moved the Show or Hide Dependent Form Fields Based on User Input release note to the [Content Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_content_management.htm&release=264.0.0&type=5 "Keep your marketing workspaces tidy when you delete folders and content in bulk. Establish a single source of truth for your brand with Brand Center and a unified brand kit. You can also personalize and report on content blocks with scripting, and create dynamic content that you can reuse across channels.") section. - **Distributed Marketing and Alerts**: [Add Approved Attachments to Email Templates](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_dm_attachments.htm&release=264.0.0&type=5 "Starting in November 2026, marketers can attach files to email templates. To make sure that important documents are always included in emails sent from templates, marketers can mark attachments as required. If enabled, Distributed Marketing and Alerts senders can also upload their own files from a content workspace.") (Added the week of October 12, 2026) - Added a release note to announce the ability to attach required files to email templates. - **Agentforce**: [Turn Marketing Leads into Qualified Sales Pipeline with the Buyer Engagement Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_buyer_engagement_agent.htm&release=264.0.0&type=5 "The Buyer Engagement agent automatically handles inbound lead generation and high-volume outbound lead nurturing across your marketing channels. It pairs your campaign communications with two-way agentic conversations, so sales and marketing work from one shared view of every buyer. Configure the agent to send personalized emails, handle web chat, qualify leads, and book meetings—all integrated with your campaigns and brand kits.") (Updated the week of October 12, 2026) - Updated the How section of the release note to reflect the new Buyer Engagement agent setup page in Salesforce Go. - Agent setup now includes steps to create a Buyer Engagement data graph for more personalization. - Agent setup now includes steps to deploy the conversation data kit and turn on conversation transcripts to give the agent more context. - The Forward to Bot/Agent action gives users more control over Buyer Engagement agent behavior in Flows. Now, when you select the Agentforce Service Agent routing type, you can manage channel settings. - **Channels**: [Do More with RCS Messaging in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_rcs.htm&release=264.0.0&type=5 "Marketers can now build interactive mobile experiences, manage RCS campaigns directly from the Campaign tab, control business unit access, and track the performance of the Send RCS Message flow element in Flow Builder.") (Updated the week of October 5, 2026) - Updated the list of enhancements to include conversational billing for RCS. - **Content Management**: [Reuse Agentic Content Blocks in Email, SMS, MMS, and RCS](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_reuse_agentic_content_blocks.htm&release=264.0.0&type=5 "Give your marketers a multi-channel content block that they can create, save, and publish once, then add to their agentic content for email, SMS, MMS, and RCS channels. Keep shared text and media in one place instead of maintaining separate email and landing page blocks. When marketers edit the parent agentic content block, it automatically updates across all messages that use it.") (Added the week of October 5, 2026) - Added a release note for reusable agentic content blocks. - **Agentforce**: [Turn Marketing Strategy Into Executable Plans with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_pln_oper_agent.htm&release=264.0.0&type=5 "Use the Marketing Planning and Operations agent to build connected marketing programs and goals aligned with your company's planning hierarchies. You can create tiered programs and goals that cascade from company leaders to your teams, or standalone programs and goals focused on targeted business objectives. The agent gives back time to your team for strategy and creative work instead of manual planning tasks.") (Added the week of October 5, 2026) - **Marketing Planning and Operations**: [Simplify Marketing Planning and Operations Discovery and Setup](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_pln_oper_setup_go.htm&release=264.0.0&type=5 "With Salesforce Go, you can set up Marketing Planning and Operations and track feature usage, all from a single location in Setup. Learn more about features and get help with configuration by accessing content resources and links. If you’ve turned on the Your Account app, you can purchase add-on licenses for some features directly from Salesforce Go.") (Added the week of October 5, 2026) - **Marketing Planning and Operations**: [Execute Diverse Strategies with Goal-Driven Marketing Programs](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_pln_oper_hierarchy_programs_goals.htm&release=264.0.0&type=5 "Build planning hierarchies tailored to different parts of your marketing organization, so each team executes their marketing plans the way they prefer. Marketers can design marketing programs at different hierarchy levels to translate strategy into marketing work that your teams own and run. Set program goals to break down the strategy into tangible targets, then watch the results roll up automatically to reveal progress across the entire hierarchy.") (Added the week of October 5, 2026) - **Marketing Planning and Operations**: [Connect Campaigns to Programs and Goals They Support](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_pln_oper_campaigns.htm&release=264.0.0&type=5 "Execute day-to-day campaign work from a dedicated Planning and Operations tab. You can connect campaigns to their programs so your team sees the strategic context each campaign supports. Cascade campaign results up through program goals to reveal each campaign's contribution to company strategy and business objectives.") (Added the week of October 5, 2026) - **Marketing Planning and Operations**: [Scale Operations with Built-In Compliance, Easy Coordination, and Unified Calendar](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_pln_oper_execution_governance.htm&release=264.0.0&type=5 "Execute marketing programs and campaigns by building and using proven tactics and tactic templates to accelerate delivery. Compliance reviews keep programs and campaigns aligned with brand, regulatory, and policy standards before execution. See your entire marketing program and campaign schedule across all hierarchy levels to identify conflicts and timing gaps instantly. Also, coordinate team effort through tasks, approvals, and Slack without context-switching.") (Added the week of October 5, 2026) ### September 2026 - **Content Management**: [Build Personalization Once and Reuse It Across Every Channel](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_reuse_personalization.htm&release=264.0.0&type=5 "Access data sources, build expressions, and create dynamic content blocks once, and then reuse them in your SMS, WhatsApp, RCS, push, and in-app messages in Content Builder. The Data Sources tab organizes Salesforce records, data graphs, offers, Apex, events, and activations into Inputs, Data, and Expressions so you find and apply them the same way in every channel. Use content resource picker to insert merge fields and expressions across every channel. Personalization tokens and dynamic content blocks resolve to the same values for the same recipient across channels. Set up UTM link parameters once, and Marketing Cloud appends them automatically to every tracked link in any content across your workspaces.") (Updated the week of September 28, 2026) - Added details about content resource picker usage and UTM parameter support. - **Distributed Marketing and Alerts**: [Launch Distributed Marketing and Alerts from Custom Lightning Web Components](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_dm_launch_api.htm&release=264.0.0&type=5 "As previously announced in Summer '26, an admin can now build a custom Lightning Web Component that opens the Distributed Marketing and Alerts window from anywhere in Salesforce. Previously, non-marketing users could open the window only from built-in areas in Salesforce. Now, to let non-marketing users send personalized messages in context from the same place they browse content, use the supported API to pre-fill the window with a specified audience, campaign, or flow.") (Added the week of September 28, 2026) - Republished the release note to update the Where section to reflect the required licenses. Added a See Also link to a configuration guide. - **Marketing Content**: [Automate UTM and Custom Parameter Tagging](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_manage_link_parameters.htm&release=264.0.0&type=5 "To measure how audiences engage across messaging channels, automate your link tagging, eliminating the need to add and maintain link parameters manually for every link. Apply standard UTM (Urchin Tracking Module) parameters for all links used in a business unit, content record, or individual link. Add a fallback value to each parameter so links stay tagged even when an editor doesn't add specific parameters.") (Added the week of September 21, 2026) - **Setup and Admin**: [Import a Data Extension into a Marketing Object](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_data_extension_marketing_object.htm&release=264.0.0&type=5 "Copy a data extension's columns, data types, primary keys, and records from Marketing Cloud Engagement into a Marketing Object in one step. The data extension import is a one-time copy of available data. That is, if you add data to the data extension, those changes don’t appear in the marketing object, and vice versa.") (Added the week of September 21, 2026) - **Setup and Admin**: [Build a Marketing Object Schema from Scratch](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_marketing_object_schema.htm&release=264.0.0&type=5 "When you know your data structure but don't have data to import yet, you can now build a marketing object’s schema from scratch. Define fields, data types, and primary keys. Once your schema is ready, add records by importing a CSV file or using API.") (Added the week of September 21, 2026) - **Setup and Admin**: [Load and Query Marketing Object Data at Scale with Bulk API](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_marketing_object_bulk_api.htm&release=264.0.0&type=5 "Run high-volume inserts, upserts, and queries on marketing object records using Bulk API. To manage marketing object schemas programmatically, use the Metadata API. If you use Salesforce APIs for other data operations, apply the same tooling to marketing data without adopting a separate integration path.") (Added the week of September 21, 2026) - **Setup and Admin**: [Test Marketing Object Changes in a Sandbox and Sync with Data 360](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_marketing_object_sandbox.htm&release=264.0.0&type=5 "In Winter ’27, we also added sandbox support and syncing enhancements. Test marketing object schema changes in a sandbox before deploying to production, and sync marketing object data with Data 360 for use in your messages and flows. Schemas replicate automatically from production on sandbox refresh, so no manual setup is needed.") (Added the week of September 21, 2026) - **Landing Pages and Forms**: [Show or Hide Dependent Form Fields Based on User Input](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_dependent_fields.htm&release=264.0.0&type=5 "Configure dependent field rules in Form Builder to show a field only when it's relevant. For example, when a user selects the United States in a Country field, a State field appears. Instead of maintaining separate forms for every audience or region, build one form that dynamically adapts to user input. If a user changes an answer that affects the dependent field’s relevance, the information is removed so that no contradictory data reaches your Flow or Data 360. Add up to 50 visibility rules per form, nested up to two levels deep.") (Updated the week of September 14, 2026) - **Email and Messaging**: [Test Personalized Content as Any Recipient](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_preview_test.htm&release=264.0.0&type=5 "Extend message preview and testing to list, individual, and campaign recipient types across email, SMS, WhatsApp, mobile app, and RCS. For each recipient type, verify personalized content with sample Apex input and content variable values from an activation, event, Salesforce record, or Apex class. To fix errors before you send, review and edit the rendered JSON output directly.") (Updated the week of September 14, 2026) - Added a When section to inform about the release timeline. - **Development & APIs**: [Create and Manage Content Programmatically Using Connect API](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_development_apis_content.htm&release=264.0.0&type=5 "Use Connect API to manage all types of content in your Marketing Cloud Next Content Management System (CMS). Create and modify SMS, WhatsApp, and mobile app messages. Manage your landing pages, forms, brands, images, videos, expressions, and tracked links. Create folder structures in your content workspace and view the items in specific folders.") (Updated the week of September 14, 2026) - Edited to clarify that you use Connect API to edit content. - Updated list of supported content types to include content workspace folders. - **Email and Messaging**: [Archive High-Volume Emails in Your Own Cloud Storage](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_email_archiving.htm&release=264.0.0&type=5 "Store copies of your sent marketing emails directly in your Microsoft Azure cloud storage with Data 360. This archive option supports high sending volumes, so that large senders can keep copies of every sent email without hitting the Salesforce Archiving throughput ceiling. After archiving, query and retrieve email copies from the storage location on your own schedule.") (Updated the week of September 7, 2026) - Removed Amazon S3 as a supported storage location for archiving emails. ### August 2026 - **Agentforce**: [Generate More Qualified Leads with the Buyer Engagement Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_buyer_engagement_agent.htm&release=264.0.0&type=5 "The Buyer Engagement agent automatically handles inbound lead generation and high-volume outbound lead nurturing across your marketing channels. It pairs your campaign communications with two-way agentic conversations, so sales and marketing work from one shared view of every buyer. Configure the agent to send personalized emails, handle web chat, qualify leads, and book meetings—all integrated with your campaigns and brand kits.") (Added the week of August 30, 2026) ## Marketing Cloud Account Engagement Release Note Changes by Month We made these additions and changes to published release notes. ### September 2026 - **Email**: [Disable Email Open and Click Tracking](https://help.salesforce.com/s/articleView?id=release-notes.rn_mcae_email_tracking.htm&release=264.0.0&type=5 "To support evolving tracking and privacy regulations, you can now control whether email opens or clicks are tracked in the emails that you send. Email tracking settings were added on the Account Engagement Settings page for each business unit. Choose whether to enable or disable tracking on opens, links, or advanced metrics.") (Updated the week of September 14, 2026) ## Marketing Cloud Engagement Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - [Reuse Marketing Cloud Engagement Images in Marketing Cloud Next Content Builder](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_engagement_images.htm&release=264.0.0&type=5 "Access and insert Marketing Cloud Engagement images directly in Marketing Cloud Next Content Builder by using Digital Asset Management (DAM) Connect, without manual downloads. Images update automatically when the source asset changes.") (Added the week of October 26, 2026) - [Prepare for the WhatsApp Account Model Update](https://help.salesforce.com/s/articleView?id=release-notes.rn_mktg_whatsapp_wame.htm&release=264.0.0&type=5 "Meta is separating business phone numbers from provider-specific templates and billing through its WhatsApp Account Model Evolution update. You can now use a single WhatsApp phone number across Salesforce and another provider simultaneously without disrupting existing journeys, templates, or API integrations.") (Added the week of October 11, 2026) - [Prepare for WhatsApp Service and Utility Message Pricing Changes](https://help.salesforce.com/s/articleView?id=release-notes.rn_mce_whatsapp_pricing_utility_services.htm&release=264.0.0&type=5 "Meta is now charging on a per-message basis for WhatsApp service messages and utility messages sent within the Customer Service Window. These message types were previously free. As a result, on November 1, 2026, Salesforce is updating its pricing to reflect Meta’s new charges. If you exceed your entitlements, message delivery continues, however overage billing can apply.") (Added the week of October 11, 2026) - [Other Changes in Marketing Cloud Engagement](https://help.salesforce.com/s/articleView?id=release-notes.rn_mce_parent_other_features.htm&release=264.0.0&type=5 "Learn about other changes we made in Winter ’27.") (Added the week of October 13, 2026) - Added note about updated TLS version 1.3. ### September 2026 - [Monitor the Security Posture of Your Account with the Security Dashboard](https://help.salesforce.com/s/articleView?id=release-notes.rn_mce_security_dashboard_view.htm&release=264.0.0&type=5 "Get a single view of security settings for your Marketing Cloud Engagement account with the Security Dashboard. View an overall health score, review security factors grouped by category, and identify high-priority improvements, all in one place. To share your security posture with stakeholders, export a branded PDF report.") (Updated the week of September 28, 2026) - Updated to clarify that the feature isn't available on Hyperforce. - [Prepare for the Retirement of Emotional Tone Insights](https://help.salesforce.com/s/articleView?id=release-notes.rn_marketing_emotional_tone_widget.htm&release=264.0.0&type=5 "The Emotional Tone Insights widget on the Einstein Copy Insights dashboard retires in late September/early October 2026. This widget offers limited insight value, so it's retiring to keep the dashboard focused on more impactful data. There's no replacement widget for Emotional Tone Insights, and you don't need to take any action.") (Added the week of September 21, 2026) - [Skip Template Pre-Approval for WhatsApp Utility Messages with Direct Send](https://help.salesforce.com/s/articleView?id=release-notes.rn_mce_category_mismatches.htm&release=264.0.0&type=5 "WhatsApp Direct Send eliminates the manual pre-approval step for utility messages, reducing operational bottlenecks in your messaging workflow. Unlike the traditional template lifecycle, Direct Send templates reach recipients without waiting for prior approval. Your teams deploy utility messages faster and at higher volumes.") (Updated the week of September 21, 2026) - Clarified that the feature enables marketers to send utility messages directly without pre-approval of the message template. - Added information about the availability of the feature. - [Avoid Duplicate Email Sends in Journey Builder](https://help.salesforce.com/s/articleView?id=release-notes.rn_mce_journeys_duplicate_sends.htm&release=264.0.0&type=5 "Prevent unnecessary sends by deduplicating email addresses in journeys. If your entry source data extension contains multiple contact keys with the same email address, deduplication ensures that each recipient receives only one copy of the email from each email activity in a journey within the specified lookback period.") (Added the week of September 16, 2026) - [Identify Journey Issues on a Consolidated Dashboard](https://help.salesforce.com/s/articleView?id=release-notes.rn_mce_journeys_notification_dashboard.htm&release=264.0.0&type=5 "View issues, warnings, and other information related to your journeys in one place with the Journey Notifications dashboard. Each notification flags the affected journey and the issue type. Use this information to prioritize fixes and reduce time spent identifying issues.") (Added the week of September 16, 2026) ### August 2026 - [Troubleshoot Decision Splits with More Data](https://help.salesforce.com/s/articleView?id=release-notes.rn_mce_decision_split.htm&release=264.0.0&type=5 "The Journey Health dashboard now offers detailed logging for decision split elements, including detailed contact data. This feature enables faster, more effective debugging of path routing and contact journeys.") (Added the week of August 28, 2026) ## Marketing Intelligence Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - [Get Data-Driven Recommendations for Campaign Performance (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_mc_mi_campaign_performance.htm&release=264.0.0&type=5 "Use Budget Reallocation in Marketing Intelligence to analyze your campaign performance and get AI-powered recommendations for reallocating your daily budget. Set a target metric, select your campaigns, and apply the recommendations you want.") (Added the week of October 18th, 2026) ### August 2026 - No changes since the initial publication. ## Salesforce Personalization Release Note Changes by Month Salesforce Personalization and Marketing Cloud Personalization features and changes are released as often as monthly. Check back soon for the latest updates. ### October 2026 - [Explore Salesforce Personalization Resources](https://help.salesforce.com/s/articleView?id=release-notes.rn_persnl_sp_learning_map.htm&release=264.0.0&type=5 "Get up to speed on Salesforce Personalization with Trailhead modules, videos, blogs, developer guides, and Help topics curated in a learning map in Salesforce Help. Follow each stage, from your first look at the product through setup, configuration, testing, analysis, and advanced use cases with Agentforce.") (Added the week of October 19th, 2026) - [Update Experiment and Attribution Analytics on Demand](https://help.salesforce.com/s/articleView?id=release-notes.rn_persnl_exp_attrib_on_demand_analytics.htm&release=264.0.0&type=5 "See the latest experiment or attribution results without waiting for the next scheduled analytics update. Personalization users can now launch analytics updates from an experiment or attribution record, up to one time per hour. Previously, these analytics were updated only on a 24-hour schedule.") (Added the week of October 19th, 2026) - [Drive B2B Sales with Objective-Based Account Recommendations](https://help.salesforce.com/s/articleView?id=release-notes.rn_persnl_drive_b2b_sales_with_objective_based_account_recommendations.htm&release=264.0.0&type=5 "Guide your sales teams to the right next product or offer by using objective-based recommenders on account profiles. Objective-based recommenders can now analyze key account attributes like industry, revenue, and account type along with real-time engagement signals. By combining these data points, objective-based recommenders deliver products or offers tailored to specific business goals, such as driving upsells or cross-sells. For example, a sales rep working to renew a healthcare account can surface complementary products that similar healthcare accounts have already purchased. Extend the same intelligence to self-service account portals to serve tailored content when partners or buyers log in.") (Added the week of October 12th, 2026) - [Extend Personalization Campaigns with Added Strategy and Channel Support](https://help.salesforce.com/s/articleView?id=release-notes.rn_persnl_campaign_strategy_channel_updates.htm&release=264.0.0&type=5 "Enhance Personalization campaigns by using new Recommendations & Offers strategy and Mobile channel delivery options. Select the Recommendations & Offers strategy to define custom rules or use AI and machine learning to deliver content based on individual behavior and preferences. Select the mobile channel option to personalize a mobile app experience.") (Added the week of October 5th, 2026) ### August 2026 - [Analyze Experiment Results with the Data Visualization Tab](https://help.salesforce.com/s/articleView?id=release-notes.rn_persnl_data_viz_tab.htm&release=264.0.0&type=5 "Review A/B test results and compare variations against your control cohort to know when results are ready to act on. Summary cards surface the best-performing variation and its odds of winning. A performance chart and daily enrollment chart show the trend over time.") (Added the week of August 17, 2026) - [Deliver Personalized Mobile Experiences Without Rebuilding Your App](https://help.salesforce.com/s/articleView?id=release-notes.rn_persnl_personalize_mobile_lowcode.htm&release=264.0.0&type=5 "With low-code mobile personalization, your team builds mobile experiences from a set of reusable building blocks. After a developer defines the components and content zones one time, business users can create, preview, and publish personalized experiences on their own, without writing code or shipping an app update. Personalized content renders natively in your app, and customer interactions are sent to Data 360 to sharpen future personalization. Low-code mobile personalization supports iOS, Android, React Native, and Flutter apps.") (Added the week of August 17, 2026) ## Loyalty Management Release Note Changes by Month We made these additions and changes to published release notes. ### September 2026 - **Loyalty Management**: [Set Up Loyalty Programs with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_program_setup.htm&release=264.0.0&type=5 "Describe your loyalty program in plain language to an AI tool, and set it up in one guided, conversational workflow. The tool creates your loyalty program, tier model and related qualifying-point currency, redeemable currency, accrual and redemption activities, and tier benefits and tier assessment rules. After you create the necessary records, the tool activates your program.") (Added the week of September 28, 2026) - **Loyalty Management**: [Enrich Your Loyalty Program with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_rewards.htm&release=264.0.0&type=5 "Create vouchers, games, and badges to increase member engagement by describing what you want to an AI tool. The tool creates the underlying record — with the discount, expiration, game rewards, or badge validity details you specify — and activates it for you. Configure each one independently, in any order, to keep building out your loyalty program's offerings.") (Added the week of September 28, 2026) - **Loyalty Management**: [Onboard Partners into Your Loyalty Ecosystem with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_partners.htm&release=264.0.0&type=5 "Your marketing managers can bring an external partner into your loyalty program's ecosystem through a guided, conversational workflow. The tool creates the partner account and maps the partner's product catalog and categories. Your managers can also set up prepaid packs and a points conversion ratio, and create joint promotions.") (Added the week of September 28, 2026) - **Loyalty Management**: [Build Complex Loyalty Promotions with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_promotions.htm&release=264.0.0&type=5 "Configure complex promotions that use the Accrual Events and Engagement Trail templates through a conversational, AI-assisted workflow. Describe your requirements in plain language to an AI tool, and the tool creates the underlying qualifiers and milestones as you confirm each detail. Define limits to control liability, and configure multiple promotions independently of each other.") (Added the week of September 28, 2026) - **Loyalty Management**: [Enroll Loyalty Members and Resolve Service Cases with AI Tools](https://help.salesforce.com/s/articleView?id=release-notes.rn_loyalty_member_service.htm&release=264.0.0&type=5 "Your service representatives and marketing managers can enroll members through AI tools by using natural language prompts. Service representatives can also manage loyalty tiers, points, and vouchers. The tool creates and updates the corresponding records in Loyalty Management. Each request is processed independently, so resolving one member's case doesn't affect another member's records.") (Added the week of September 28, 2026) ### August 2026 - No changes since the initial publication. ## Real-Time Offer Management Features Released by Month Real-Time Offer Management features and changes are released on a monthly basis. Check this page for the latest releases. ### August 2026 - **Offer Management**: [Manage Offers and Promotions from the Real-Time Offer Management Unified Console](https://help.salesforce.com/s/articleView?id=release-notes.rn_offers_unified_console.htm&release=264.0.0&type=5 "Manage promotions and offers more efficiently from one workspace. Move between planning, creation, and performance analysis in one place, without switching apps.") (Added the week of August 31, 2026) - **Offer Management**: [Set Up Offer Management Faster with Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_offers_unified_console.htm&release=264.0.0&type=5 "Manage promotions and offers more efficiently from one workspace. Move between planning, creation, and performance analysis in one place, without switching apps.") (Added the week of August 31, 2026) - **Offer Management**: [Make Smarter Decisions with the Offer Analytics](https://help.salesforce.com/s/articleView?id=release-notes.rn_offers_analytics.htm&release=264.0.0&type=5 "Make smarter offer decisions by seeing previous offer performance across products, categories, market segments, and engagement channels in one place. Compare results and adjust existing offers to reach your targets. Relaunch your most successful offers and focus future offers on the combinations that drive stronger engagement and business outcomes.") (Added the week of August 31, 2026) - **Offer Management**: [Control Which Offers Appear in Offer Personalised Recommendations](https://help.salesforce.com/s/articleView?id=release-notes.rn_offers_personalised_recommendations.htm&release=264.0.0&type=5 "Deliver more relevant offer recommendations by controlling which offers the recommender considers for each customer. When you create an offer recommender in Salesforce Personalization, apply ready-made filters or build your own from offer details and related information in a Data 360 data graph.") (Added the week of August 31, 2026) ## Referral Marketing Release Note Changes by Month We made these additions and changes to published release notes. ### August 2026 - No changes since the initial publication. ## Partner Cloud Release Note Changes by Month We made these additions and changes to published release notes. ### August 2026 - [Enable Partners to Create Joint Business Plans](https://help.salesforce.com/s/articleView?id=release-notes.rn_partner_cloud_partners_create_joint_business_plans.htm&release=264.0.0&type=5 "Give partners more control over joint business planning with custom permission sets. Partners can create and delete Joint Business Plans and Account Plans. Joint Business Plan list views show opportunities for the partner account based on the shared entity.") (Added the week of August 24, 2026) - [Book Appointments on Partner Calendars with Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=release-notes.rn_partner_cloud_connect_partner_calendars.htm&release=264.0.0&type=5 "Give customers up-to-date appointment times by connecting partner users’ Google Calendar or Microsoft 365 calendars to Salesforce with Einstein Activity Capture. Salesforce Scheduler checks partners’ availability in real time and books appointments directly on their calendars. Partners authenticate once for a secure scheduling experience.") (Added the week of August 24, 2026) - [Launch Partner Enablement Faster with Prebuilt Track Templates](https://help.salesforce.com/s/articleView?id=release-notes.rn_partner_cloud_track_templates.htm&release=264.0.0&type=5 "Create partner enablement programs more quickly with prebuilt track templates for common partner journeys. Each template provides a ready-made program structure with exercises and measures that you can tailor to your business. Partner success managers spend less time building programs from scratch and deliver consistent enablement experiences at scale.") (Added the week of August 24, 2026) - [Track Partner Activity Across Customer Interactions](https://help.salesforce.com/s/articleView?id=release-notes.rn_partner_cloud_track_partner_customer_activity.htm&release=264.0.0&type=5 "Let customers view partner users' availability and book meetings with them directly. Calendar connections give channel managers more visibility into partner interactions with customers, improve partner productivity, and help communications comply with local regulations. Previously, partner users managed their schedules in personal tools, so channel managers couldn't track when or how often partners engaged with customers.") (Added the week of August 24, 2026) - [Automate Objective Management and Link Records for Joint Business Plans](https://help.salesforce.com/s/articleView?id=release-notes.rn_partner_cloud_automate_joint_business_plan_objectives.htm&release=264.0.0&type=5 "Keep joint business plan objectives current by automatically linking and unlinking qualifying records. Background jobs update eligible records every 24 hours or on demand, reducing manual record management. Use standard objects such as Account, Opportunity Line Item, Order, and Order Item to define business objectives.") (Added the week of August 24, 2026) - [Register Partner Deals Faster with Conversational AI](https://help.salesforce.com/s/articleView?id=release-notes.rn_partner_cloud_register_deals.htm&release=264.0.0&type=5 "Give channel partners a conversational way to register deals in Agentforce or WhatsApp without navigating complex portal pages. Guided prompts collect the required deal information and help reduce manual registration work. Channel managers can launch co-selling capabilities faster, accelerate deal cycles, and track pipeline requests.") (Added the week of August 24, 2026) ## Platform Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **AgentExchange Partners**: [Verify Email-Sending Domains to Create New Templates and Trialforce Source Orgs](https://help.salesforce.com/s/articleView?id=release-notes.rn_appexchange_trialforce_identify_domain_verification.htm&release=264.0.0&type=5 "Due to a Salesforce security enhancement for outbound email, you must verify the email-sending domains associated with your Trialforce branded email sets. Starting in Winter ’27, you must verify the email-sending domains in your Trialforce management org (TMO) to create a new associated Trialforce source org (TSO) for a branded email set. This requirement also applies to new templates generated from TSOs associated with your TMO in previous releases. If you’ve already set up a DomainKeys Identified Mail (DKIM) key or an authorized email domain, the associated email sets are automatically verified and you don’t need to take further action.") (Updated the week of October 26, 2026) - Updated the release note to clarify that email-domain verification is now required to create a new associated Trialforce source org (TSO) for a branded email set. This requirement also applies to new templates generated from TSOs associated with your Trialforce management org (TMO) in previous releases. - **API: New and Changed Items**: [GraphQL API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_graphql.htm&release=264.0.0&type=5 "See what’s new with GraphQL API.") (Updated the week of October 26, 2026) - Updated availability dates for controlling unauthenticated guest user access to GraphQL API. - **API: New and Changed Items**: [Update Instanced URLs in API Traffic (Release Update)](https://help.salesforce.com/s/articleView?id=release-notes.rn_update_instanced_urls_in_api_traffic.htm&release=264.0.0&type=5 "To prevent disruption when Salesforce ends support for API traffic that uses an incorrect instanced URL, make sure that API traffic to your org uses the org’s My Domain login URL. First available in Summer ’25, this release update was scheduled to be enforced in Spring ’26, but we postponed enforcement to a phased schedule that starts in October 2026 in sandboxes and January 2027 in production.") (Updated the week of October 19, 2026) - Updated the release note with a phased enforcement schedule. - **Lightning Components**: [AI Tags for LWCs and Aura Components Are No Longer Supported](https://help.salesforce.com/s/articleView?id=release-notes.rn_lwc_ai_tags_unsupported.htm&release=264.0.0&type=5 "Starting in Winter '27, the platform throws an error if you add an tag to Lightning web component configuration files or the equivalent tag to Aura component design bundles. Components that included these tags before the Winter '27 release continue to work as expected. Previously, you could implement these tags to add AI descriptions for custom components.") (Added the week of October 19, 2026) - **DevOps**: [Catch Deployment Errors Early with Validate-Only Deployment](https://help.salesforce.com/s/articleView?id=release-notes.rn_lifecycle_center_validate_only_deployment.htm&release=264.0.0&type=5 "Run a validate-only deployment to find deployment errors, Apex test failures, and code coverage issues before you promote your changes to the target org. Validate-only deployment doesn't modify the target org or merge branches, so you can investigate and fix problems risk-free. When a validation succeeds and stays eligible, complete the promotion within 10 days without rerunning Apex tests.") (Added the week of October 19, 2026) - **Salesforce Mobile App**: [Control Which External Domains Can Frame Your Visualforce Pages](https://help.salesforce.com/s/articleView?id=release-notes.rn_mobile_iframe_trusted_domains.htm&release=264.0.0&type=5 "External domains can frame your Visualforce pages or surveys in an inline frame (iframe) only when you add them to an allowlist. To let a trusted site load a Visualforce page or survey in an iframe, add its domain in Session Settings and set the iframe type to Visualforce Pages. Domains that aren't on the allowlist can't frame your pages.") (Added the week of October 12, 2026) - **Mobile Publisher Apps** : [Update Your Mobile Publisher App for Stronger Mobile Security](https://help.salesforce.com/s/articleView?id=release-notes.rn_mobile_rtr_ec_apps_support.htm&release=264.0.0&type=5 "To defend against stolen-credential and token-replay attacks, Salesforce is enabling Refresh Token Rotation (RTR). Because refresh tokens keep users signed in without re-entering passwords, updating your app for RTR support ensures their access remains secure and uninterrupted.") (Added the week of October 12, 2026) - **API: New and Changed Items**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Updated the week of October 12, 2026) - Added an entry to the Sharing section about the SharingReason metadata type. - **Apex: New and Changed Items**: [Custom Sharing Reason Available on Standard Objects](https://help.salesforce.com/s/articleView?id=release-notes.rn_apex_standard_sharing_reasons.htm&release=264.0.0&type=5 "Grant record access on standard objects by referencing a custom sharing reason (row cause) in Apex, the same way you do for custom objects. Previously, programmatic shares on standard objects were limited to the Manual row cause. A share that uses a custom sharing reason isn't deleted when the record owner changes, and a descriptive reason appears on the record's sharing page.") (Added the week of October 12, 2026) - **Agentic Mobile Apps**: [Create Native Mobile Apps for Employees and Customers with Agentforce (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_mobile_agentic_apps.htm&release=264.0.0&type=5 "Skip months of development and design work: Describe the app that you want, using natural language, and Agentforce builds a mobile app for you. Quickly build apps for your employees or for your customers, by using natural language prompts. Design and preview the layout, publish to the App Store and Google Play, and analyze usage, all in one connected flow.") (Added the week of October 12, 2026) - **Salesforce Mobile App**: [Update Your Branded App for Stronger Mobile Security](https://help.salesforce.com/s/articleView?id=release-notes.rn_mobile_rtr_support.htm&release=264.0.0&type=5 "To defend against stolen-credential and token-replay attacks, Salesforce is enabling Refresh Token Rotation (RTR). Because refresh tokens keep users signed in without re-entering passwords, updating your app for RTR support ensures their access remains secure and uninterrupted.") (Added the week of October 12, 2026) - **API: New and Changed Items**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Updated the week of October 5, 2026) - Added an entry to the Marketing section about the new MarketingObject metadata type. - **API Catalog**: [Authenticate to External MCP Servers with Per-User Credentials in API Catalog and Headlessly](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_catalog_per_user_auth_ext_mcp_servers.htm&release=264.0.0&type=5 "Let your users access an external MCP server through OAuth 2.0 browser flows with their own credentials instead of a shared system-to-system connection. Register the server with an external credential that provides per-user authentication.") (Added the week of October 5, 2026) - **API Catalog**: [Create Custom Salesforce-Hosted MCP Servers Headlessly](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_catalog_connect_rest_api_custom_mcp_servers.htm&release=264.0.0&type=5 "Create custom Salesforce-hosted MCP servers through the API Catalog Connect REST API. Use the API in headless workflows to create servers that expose tools and prompts to Agentforce and supported MCP clients.") (Added the week of October 5, 2026) - **Digital Wallet**: [Check Out the New Digital Wallet Home Page and Left-Side Navigation](https://help.salesforce.com/s/articleView?id=release-notes.rn_wallet_home_page.htm&release=264.0.0&type=5 "The Digital Wallet app’s home page serves as your central hub to monitor and manage your Salesforce investment. The new left-side navigation menu eliminates tab overload and groups related Digital Wallet features together so you can quickly find what you’re looking for. And you now have direct access to view billing information, such as invoices and contracts, in Digital Wallet.") (Added the week of October 5, 2026) - The Digital Wallet app’s home page serves as your central hub to monitor and manage your Salesforce investment. - **Digital Wallet**: [Digital Wallet Consumption Analytics Dashboard Enhancements](https://help.salesforce.com/s/articleView?id=release-notes.rn_wallet_ca_dash_enhancements.htm&release=264.0.0&type=5 "We’ve enhanced the Consumption Analytics Dashboard to improve the information it provides and enable some key Tableau Next features.") (Added the week of October 5, 2026) - We’ve enhanced the Consumption Analytics Dashboard to improve the information it provides and enable some key Tableau Next features. - **Digital Wallet**: [Export License Utilization Data from Digital Wallet](https://help.salesforce.com/s/articleView?id=release-notes.rn_wallet_license_export.htm&release=264.0.0&type=5 "Export your license utilization data to a CSV file to review it holistically or analyze it in an external business intelligence (BI) tool.") (Added the week of October 5, 2026) - Export license utilization data to a CSV file for further analysis. - **DevOps**: [Save Time by Importing Jira Work Items into Lifecycle Center](https://help.salesforce.com/s/articleView?id=release-notes.rn_lifecycle_center_jira_integration.htm&release=264.0.0&type=5 "Connect your Jira workspace to import Jira work items into Lifecycle Center, removing the need to manually reenter work details. Once connected, search, filter, and bulk-import work items while retaining their original summaries and descriptions. Lifecycle Center creates corresponding work items that maintain a permanent reference back to their original Jira work items, ensuring full traceability between systems.") (Added the week of October 5, 2026) - **Globalization**: [User Interface Language Translations to Catalan and Basque Are Generally Available](https://help.salesforce.com/s/articleView?id=release-notes.rn_globalization_ui_lang_ga.htm&release=264.0.0&type=5 "Improve the experience of Catalan and Basque speakers with user interface language support for Service Cloud and Agentforce Public Sector. Catalan and Basque UI text falls back to Spanish when translations aren’t available.") (Added the week of September 21, 2026) - **Globalization**: [Review Updated Label Translations](https://help.salesforce.com/s/articleView?id=release-notes.rn_globalization_review_label_translations.htm&release=264.0.0&type=5 "To improve accuracy and your users’ experience, we updated the translations for some standard object, tab, and field names for these languages: Arabic, Basque, Bulgarian, Catalan, Chinese (Simplified), Chinese (Traditional), Croatian, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil), Portuguese (European), Romanian, Russian, Slovak, Slovenian, Spanish, Spanish (Mexico), Swedish, Thai, Turkish, Ukrainian, and Vietnamese.") (Added the week of September 21, 2026) - Translations or updated translations for these languages are available in October 2026: Basque, Bulgarian, Catalan, Croatian, Czech, French, Greek, Hebrew, Hungarian, Indonesian, Italian, Polish, Portuguese (Brazil), Portuguese (European), Romanian, Russian, Slovak, Slovenian, Spanish, Swedish, Turkish, Ukrainian, Vietnamese. ### September 2026 - **Digital Wallet**: [Track Agentforce Vibes Usage in Scratch Orgs in Digital Wallet](https://help.salesforce.com/s/articleView?id=release-notes.rn_wallet_scratch_orgs.htm&release=264.0.0&type=5 "Gain full visibility into developer-driven costs by monitoring Agentforce Vibes consumption in Digital Wallet.") (Added the week of September 28, 2026) - Track Agentforce Vibes consumption in scratch orgs. - **Salesforce CMS** [Delete Content and Folders in Bulk in Enhanced CMS Workspaces](https://help.salesforce.com/s/articleView?id=release-notes.rn_cms_bulk_delete.htm&release=264.0.0&type=5 "Delete folders and content in bulk to keep your enhanced CMS workspace organized. Delete any item of CMS content, even when it’s published, and when you delete a folder, everything within it gets deleted too. Previously, deletion was limited to one unpublished content item at a time from the content detail page, and to empty folders only. This feature was developed based on your idea on IdeaExchange.") (Updated the week of September 28, 2026) - Updated the release note to clarify that this feature is available starting September 28, 2026. - **Platform**: [Manage Change, Releases, and AI Governance in One Place with Lifecycle Center](https://help.salesforce.com/s/articleView?id=release-notes.rn_lifecycle_center_rebrand.htm&release=264.0.0&type=5 "Next Generation DevOps Center is now Lifecycle Center. Bring governance, change and release management, and real-time analytics together in one place to manage your application lifecycle. Your existing projects, pipelines, environments, and work items continue to work as before under the new name.") (Added the week of September 28, 2026) - Added a release note announcing that Next Generation DevOps Center is now Lifecycle Center. - **Platform**: [Govern Coding Agents at Scale with Lifecycle Center Governance (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_lifecycle_center_governance_beta.htm&release=264.0.0&type=5 "Lifecycle Center Governance includes predefined policies organized by category. Policies are defined and managed in Lifecycle Center, then applied to coding agents in Agentforce Vibes. Each policy groups rules that define and monitor coding agent behavior. Each rule maps to enforcements—such as Code Analyzer checks—that apply automatically when enabled. Enable or disable individual rules to tailor enforcement to your org's needs.") (Added the week of September 28, 2026) - **Platform**: [Access Your Schedule Hands-Free with Siri Shortcuts](https://help.salesforce.com/s/articleView?id=release-notes.rn_mobile_siri_shortcuts.htm&release=264.0.0&type=5 "Quickly view your schedule, review recent conversations, or record meetings using voice commands with the new Siri Shortcuts integration. You can now ask Siri to display your upcoming or past meetings without opening the app. You can also launch meeting transcriptions right from those displayed events.") (Added the week of September 21, 2026) - **Platform**: [Screen Rotation Now Supported on Android 17 Tablets](https://help.salesforce.com/s/articleView?id=release-notes.rn_mobile_tablet_rotation.htm&release=264.0.0&type=5 "The Salesforce app now rotates smoothly on Android 17 tablets, fitting both horizontal and vertical screens. The app interface automatically adjusts to portrait or landscape mode as users rotate their tablets, ensuring a continuous visual workflow without requiring admin configuration.") (Added the week of September 21, 2026) - **Customization**: [Monitor Org Health and Usage from Setup](https://help.salesforce.com/s/articleView?id=release-notes.rn_customization_org_health_usage.htm&release=264.0.0&type=5 "You no longer have to turn on Salesforce with Agentforce to monitor your orgs health and usage metrics. Org Health and Usage is now available in Setup for all admins. It provides insights into the health of your org and opportunities to improve it. It shows metrics for security, performance, trust, usage, and more. It also ranks the metrics based on severity, so the metrics that need your attention appear first.") (Added the week of September 15, 2026) - Enhanced documentation to provide more details about metrics, refined Apex metrics and severity definitions, and updated UI for greater clarity. - **Salesforce Lightning Design System**: [Give Your Users the Option of Dark Mode (Generally Available)](https://help.salesforce.com/s/articleView?id=release-notes.rn_slds_dark_mode_ga.htm&release=264.0.0&type=5 "Dark mode for Salesforce Lightning Design System 2 (SLDS 2) themes is now generally available, so your users can switch to a darker appearance whenever they want. You can also upload a dark-mode version of your company's logo to match. Dark mode presents light-colored text and visual elements on a dark background, which reduces eye strain in low-light conditions and improves readability.") (Added the week of September 14, 2026) - **API: New and Changed Items**: [New and Changed Objects](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_objects.htm&release=264.0.0&type=5 "Access more data through these new and changed standard objects.") (Updated the week of September 14, 2026) - Added a release note about new Error and FailedAssertions fields on the FlowTestResult object. - **Platform**: Control Component Visibility with New Picklist Field Visibility Rule Operators (Removed the week of September 14, 2026) - Removed this release note because the feature isn't available. - **AgentExchange Partners**: [Manage Dev Hub from Your Coding Client with an AI Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_devhub_ai_skill.htm&release=264.0.0&type=5 "Use the new dx-org-devhub-configure AI Skill to enable and manage your Dev Hub directly from your AI coding client by using natural-language prompts.") (Added the week of September 14, 2026) - **AgentExchange Partners**: [Create and Track Trial Orgs with AI Skills](https://help.salesforce.com/s/articleView?id=release-notes.rn_trialforce_ai_skills.htm&release=264.0.0&type=5 "Use AI Skills to manage your trial orgs directly from your AI coding client. AI Skills are packaged instruction sets that give AI coding clients specialized knowledge for building on the Salesforce platform. When you describe what you want in natural language, two skills help you create trial, Developer Edition, and Trialforce orgs, and track when your orgs expire.") (Added the week of September 14, 2026) - **Packaging**: [Automate Managed Package Post-Install Configuration with an AI Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_packaging_post_install_ai_skill.htm&release=264.0.0&type=5 "Use the dx-pkg-post-install-configure AI Skill to automate post-install configuration for any Salesforce managed package directly from your AI coding client. AI Skills are packaged instruction sets that give AI coding clients specialized knowledge for building on the Salesforce platform. After you install a package, describe your setup task in plain language, and the skill handles the configuration for you.") (Added the week of September 14, 2026) - **Sandbox and Scratch Orgs**: [Manage the Full Lifecycle of Your Sandboxes with AI Skills](https://help.salesforce.com/s/articleView?id=release-notes.rn_sandboxes_ai_skills.htm&release=264.0.0&type=5 "Use AI Skills to manage your sandboxes directly from your AI coding client. AI Skills are packaged instruction sets that give AI coding clients specialized knowledge for building on the Salesforce platform. When you describe what you want in natural language, three skills help you create, refresh, and activate sandboxes, and generate and apply post-copy configuration files.") (Added the week of September 14, 2026) - **Sandbox and Scratch Orgs**: [Create, Compare, and Manage Scratch Orgs with AI Skills](https://help.salesforce.com/s/articleView?id=release-notes.rn_scratch_orgs_ai_skills.htm&release=264.0.0&type=5 "Use AI Skills to manage your scratch orgs directly from your AI coding client. AI Skills are packaged instruction sets that give AI coding clients specialized knowledge for building on the Salesforce platform. When you describe what you want in natural language, five skills help you create and manage scratch orgs, org shapes, and scratch org snapshots, compare orgs for drift, and track org expiration.") (Added the week of September 14, 2026) - **Platform**: [Generate Multi-Framework Insights in Scale Center (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_scale_center_mfw.htm&release=264.0.0&type=5 "Now, you can access actionable metrics for your most-used Multi-Framework apps inside of Scale Center. The Multi-Framework Insights (Beta) dashboard analyzes up to ten apps with the most total page views over the last seven days.") (Added the week of September 14, 2026) - **Platform**: [Track Agentforce Vibes Usage in DevOps Center with Agentic Development (Developer Preview)](https://help.salesforce.com/s/articleView?id=release-notes.rn_devops_agentic_development.htm&release=264.0.0&type=5 "Use the Agentic Development dashboard to track and analyze Agentforce Vibes data from across your orgs. To access the dashboard, turn on the Analytics tab of DevOps Center. In the latest release of Agentic Development, you can access more granular data on model usage. Also, you can enable Developer-Level Insights (Developer Preview) in DevOps Center to see individual user analytics.") (Added the week of September 14, 2026) - **Apex: New and Changed Items**: [System namespace](https://help.salesforce.com/s/articleView?id=release-notes.rn_apex_nc.htm&release=264.0.0&type=5 "These classes, enums, and interfaces are new or have changes.") (Updated the week of September 7, 2026) - Removed the `Limits.getLimitDataCloudFlexCredits` and the `Limits.getDataCloudFlexCredits` methods from the System namespace section. These methods aren’t quite ready yet, so we removed them for now. - **API: New and Changed Items**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Updated the week of September 7, 2026) - Added an entry to the Customization section about the removal of the enableAuraSecStaticResCRUCPref field on the LightningExperienceSettings metadata type. - Added an entry to the Development section about the enableAsyncApexElasticExecutions and the enableBlockPackagedApexExecAnon fields on the ApexSettings metadata type. - **Platform**: [Keep Field Generation Responses Focused on Business Use Cases](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_prompt_builder_template_field_gen.htm&release=264.0.0&type=5 "By default, field generation follow-up refinement requests aren't validated to ensure relevance to business requests. This means users can make unrelated, non-business requests within the field generation panel. To steer users back to your specific business goals, turn on the new Validate Field Generation Refinements setting in Setup. This limits the agent's focus entirely to field generation-related activity, ensuring your Einstein credits are spent only on relevant business use cases.") (Added the week of August 31, 2026) - **Platform**: [Field Generation Refinements Now Respect Your Selected Model](https://help.salesforce.com/s/articleView?id=release-notes.rn_einstein_prompt_builder_template_field_gen_model.htm&release=264.0.0&type=5 "Previously, follow-up responses from Einstein in the field generation panel used the Salesforce default LLM instead of the model assigned to your field generation prompt template. Follow-up and refinement responses are now generated from the model that you selected in the prompt template.") (Added the week of August 31, 2026) - **Platform**: Control Component Visibility with New Picklist Field Visibility Rule Operators (Added the week of August 31, 2026) - **Platform**: [Build Reusable Quick Action Experiences with Page-Based Quick Actions (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_lab_quick_action_pages.htm&release=264.0.0&type=5 "Create quick actions based on accessible, reusable action layouts using the same authoring tool you use for Lightning pages. Build a quick action page one time in Lightning App Builder and associate it with multiple quick actions. Configure dynamic visibility rules, organize fields into sections, and set field behavior—all in one familiar interface. When you update the quick action page, your changes apply to all actions that use it, giving you a consistent, efficient way to manage action experiences.") (Added the week of August 31, 2026) - **API: New and Changed Items**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Updated the week of August 31, 2026) - Added entries to the Customization section about new Quick Action Page-related changes on the FlexiPage and QuickAction metadata types. - **Digital Wallet**: [Gain Deeper Visibility into Slackbot Usage via Digital Wallet](https://help.salesforce.com/s/articleView?id=release-notes.rn_wallet_slackbot.htm&release=264.0.0&type=5 "Track and monitor your Flex Credits Slackbot consumption in Digital Wallet. After your organization opts into this feature, Slackbot Consumption draws on Flex Credits after your plan's pre-allocated message allowance is exhausted. Flex Credit billing is only supported for connections to production Salesforce orgs.") (Added the week of August 31, 2026) - Track and monitor Slackbot Consumption on the Flex Credits consumption card. - **Salesforce Lightning Design System**: [Customize Components with the SLDS 2 Styling API and Component-Level Hooks (Developer Preview)](https://help.salesforce.com/s/articleView?id=release-notes.rn_slds_c_level_hooks.htm&release=264.0.0&type=5 "We're expanding our styling hook system with a full Styling API that now includes component-level hooks. Use the Salesforce Lightning Design System 2 (SLDS 2) Styling API component-level styling hooks to gain granular control over individual design components without affecting global styling hooks or other components.") (Updated the week of August 31, 2026) - Added a link to the component-level styling hooks documentation and information on how to sign up for the developer preview. ### August 2026 - **Platform**: [Monitor Org Health and Usage from Setup](https://help.salesforce.com/s/articleView?id=release-notes.rn_customization_org_health_usage.htm&release=264.0.0&type=5 "You no longer have to turn on Salesforce with Agentforce to monitor your orgs health and usage metrics. Org Health and Usage is now available in Setup for all admins. It provides insights into the health of your org and opportunities to improve it. It shows metrics for security, performance, trust, usage, and more. It also ranks the metrics based on severity, so the metrics that need your attention appear first.") (Added the week of August 31, 2026) - Added access to Org Health and Usage for users who haven't enabled Setup for Agentforce. - **API: New and Changed Items**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Added the week of August 31, 2026) - Added a release note about the new MCETransformationsSettings metadata type. - **API: New and Changed Items**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Updated the week of August 31, 2026) - Added a release note about new date operator values on Flow and FlowTest metadata types. - **Apex**: [Process Data 360 Data Model Objects with Apex Cursors (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_apex_cursors_dmo.htm&release=264.0.0&type=5 "Use Apex cursors with Data 360 data model objects (DMOs) to process large SOQL query result sets in manageable chunks. Create a cursor with Database.getCursor(), retrieve records with Cursor.fetch(), and get the result set size with Cursor.getNumRecords(). Monitor Data 360 cursor rows, cursor instances, and Data 360 Flex Credit limits as you process DMO records.") (Added the week of August 31, 2026) - Added a release note to announce that Apex Cursors now support Data 360 DMO queries. - **Lightning Components**: Use Complex Template Expressions in Your Lightning Web Components (Generally Available) (Removed the week of August 31, 2026) - This feature became generally available in a previous release. - **Apex: New and Changed Items**: [SF\_Archive namespace](https://help.salesforce.com/s/articleView?id=release-notes.rn_apex_nc.htm&release=264.0.0&type=5 "These classes, enums, and interfaces are new or have changes.") (Added the week of August 31, 2026) - Added release notes to announce SF\_Archive namespace methods for testing your Apex without making live callouts to archived data. - **Experience Cloud**: [Experience Builder Agent (Beta) Is Discontinued](https://help.salesforce.com/s/articleView?id=release-notes.rn_experiences_eb_agent_beta_discontinued.htm&release=264.0.0&type=5 "The Experience Builder Agent, previously announced as a beta feature for enhanced LWR sites, is discontinued as of Winter ’27. If you created an Experience Builder Agent during the beta, you can no longer use it. If you didn’t turn on this feature during the beta, you can no longer enable it.")(Added the week of August 31, 2026) - The Experience Builder Agent, previously announced as a beta feature, is discontinued as of Winter ’27. - **Experience Cloud**: Add Multiple Flow Approval Processes to a Record with the Request Approvals Component in Experience Builder (Removed the week of August 31, 2026) - This feature isn't quite ready yet, so we removed it for now. - **API: New and Changed Items**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Added the week of August 31, 2026) - Added a release note to announce the new FlowSettings field for controlling the Enable the Automation Lightning App org preference in Process Automation Settings via Metadata API. - **Apex**: [Handle Larger Datasets with Increased Apex Heap Limits](https://help.salesforce.com/s/articleView?id=release-notes.rn_apex_heap_limit.htm&release=264.0.0&type=5 "Handle larger datasets and perform more complex operations without hitting heap constraints. Increased Apex heap limits reduce the chance of encountering runtime limit errors that interrupt business processes. The Apex heap limit for synchronous transactions increases from 6 MB to 10 MB, and the limit for asynchronous transactions increases from 12 MB to 25 MB.") (Updated the week of August 24, 2026) - Updated the availability of the “Enforce the Summer ’26 Apex heap limit” button to all Winter ’27 nonproduction orgs. Previously, it was stated that the button would be available only until all production orgs were upgraded to Winter ’27. - **Apex**: [Reduce Overhead by Recompiling Only Invalid Apex Classes and Triggers](https://help.salesforce.com/s/articleView?id=release-notes.rn_apex_recompile_invalid_apex.htm&release=264.0.0&type=5 "Return compilation results for Apex classes and triggers with validation errors, instead of recompiling the entire org. Access the compilation results through Setup or the Tooling API endpoint. Salesforce automatically identifies only classes and triggers that require recompilation, reducing compilation overhead and minimizing potential runtime errors. Routinely perform this targeted recompilation to prevent runtime delays during peak traffic.") (Updated the week of August 24, 2026) - Clarified the behavior of the “Compile only invalid classes” and “Compile only invalid triggers” buttons in Setup. - **API: New and Changed Items**: [GraphQL API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_graphql.htm&release=264.0.0&type=5 "See what’s new with GraphQL API.") and [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Added the week of August 24, 2026) - Added release notes to announce that admins can control guest user access to GraphQL API. - **Lightning Components**: [Accelerate Lightning Development with LWC Skills](https://help.salesforce.com/s/articleView?id=release-notes.rn_lwc_skills.htm&release=264.0.0&type=5 "Agentforce Vibes now includes skills that provide guidance across the entire LWC lifecycle, covering accessibility, data, design, development, documentation, migration, testing, security, and quality review. Each skill is automatically applied when your task matches, so you can generate LWC code quickly based on the latest best practices.") (Added the week of August 24, 2026) - **Lightning Components**: [Changed Aura Components](https://help.salesforce.com/s/articleView?id=release-notes.rn_aura_components.htm&release=264.0.0&type=5 "These components have changes.") (Updated the week of August 24, 2026) - Removed the color picker update on `lightning:input` as it isn’t ready for external use. - **Lightning Components**: [New and Changed Lightning Web Components](https://help.salesforce.com/s/articleView?id=release-notes.rn_lwc_components.htm&release=264.0.0&type=5 "Build UI easily with these new and changed components.") (Updated the week of August 24, 2026) - Removed the color picker update on `lightning-input` as it isn’t ready for external use. - **API**: [Salesforce Platform API Versions 31.0 Through 40.0 Are Being Retired](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_retirement.htm&release=264.0.0&type=5 "Salesforce Platform API versions 31.0 through 40.0 are being deprecated and retired.") (Updated the week of August 24, 2026) - Added release notes to announce to admins that API versions 31.0–40.0 will be deprecated in Summer '27 and retired in Summer '28. - **API** (Updated the week of August 24, 2026) - Removed a no longer relevant release note informing admins that API versions 21.0–30.0 were being retired in Summer '25. - **API: New and Changed Items**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") (Updated the week of August 17, 2026) - Added a release note about accessing related Data Model Object records in a Record Query Flow. - Added a release note about running a flow explicitly in user context. - **API: New and Changed Items**: [Tooling API New and Changed Objects](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_tooling_new_and_changed_objects.htm&release=264.0.0&type=5 "Access more metadata through these new and changed Tooling API objects.") (Updated the week of August 17, 2026) - Added a release note about running a flow explicitly in user context. ## Public Sector Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Outbound Payments**: [Authorize and Track Service Delivery Access Across Benefit and Non-Benefit Programs](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_authorize_track_services.htm&release=264.0.0&type=5 "Agencies can now authorize and track service delivery for operational services like court translators, expert witnesses, and investigative consultants—as well as service-based benefits to constituents like nursing support and nutrition assistance with Service Authorization and Service Delivery.") - Updated to move the release note from the Outbound Payments section to the Claims Submission section. The release note content wasn’t updated. (Updated the week of October 19th, 2026) - **Outbound Payments**: [Customize Claims Submission Forms and AI-Based Invoice Extraction](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_ps_customize_claims.htm&release=264.0.0&type=5 "Government agencies can now adapt Claims submission forms in Experience Cloud to match their workflows—adding custom fields, simplifying provider intake, and automating invoice data extraction with Unstructured Document Processing.") - Updated to move the release note from the Outbound Payments section to the Claims Submission section. The release note content wasn’t updated. (Updated the week of October 19th, 2026) - **Talent Recruitment Management for Agentforce Public Sector**: [Run Targeted Recruitment Campaigns](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_recruitment_campaigns.htm&release=264.0.0&type=5 "Recruitment teams need a proactive way to engage candidates in their talent pool, not just wait for applications. With recruitment campaigns, you can segment your talent pool by skills and past applications to reengage candidates with personalized opportunities. Nurture passive talent over time with confidence, knowing campaigns target only candidates who consented to communications.") - Added a note about the workaround to complete the Agentforce Marketing Intial Setup stage in Salesforce GO. (Updated the week of October 12th, 2026) - **Tax and Revenue Management for Public Sector**: [Deflect Taxpayer Inquiries Automatically with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_ps_taxpayer_agentforce.htm&release=264.0.0&type=5 "Handle your highest-volume taxpayer questions related to refund status, tax balance breakdowns, and filing status inquiries with the Tax Advocate agent. Embed the agent directly on the taxpayer web portal. Taxpayers interact with a conversational AI in natural language and receive real-time, personalized answers grounded in Taxpayer 360 data.") - Added a release note about the general availability of the Tax Advocate agent. (Added the week of October 12, 2026) - **Tax and Revenue Management for Public Sector**: [Build a Unified Taxpayer 360 Profile](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_ps_tax_dmo.htm&release=264.0.0&type=5 "The new Taxpayer 360 Data Model covers identity and household details, income summary, filing status, and payment history, giving tax agents a complete constituent profile in one view without switching between systems. Connect your data by using Data 360 while keeping your existing system as the source of record.") - Updated the release note to announce the Tax and Revenue Management Data Kit. (Updated the week of October 12, 2026) - **Tax and Revenue Management for Public Sector**: [New Connect REST API and Apex Methods in Tax and Revenue Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_tax_rev_apis.htm&release=264.0.0&type=5 "Retrieve a taxpayer's activity and profile through the new Tax and Revenue resources. Get the logged-in taxpayer's filings, documents, payments, refunds, and assessments for a tax year scoped to just the views you need, and get a taxpayer profile with the tax years that have filings on record.") - Updated the release note with new URL endpoints for the Tax Revenue Profile and Tax Constitutent Activity resources. (Updated the week of October 12, 2026) - **Tax and Revenue Management for Public Sector**: [Metadata API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_meta.htm&release=264.0.0&type=5 "Access more metadata through these new and changed metadata types.") - Added a release note with the new metadata type for Tax and Revenue Management features. (Added the week of October 12, 2026) - **Tax and Revenue Management for Public Sector**: [New Invocable Actions in Public Sector Solutions](https://help.salesforce.com/s/articleView?id=release-notes.rn_aps_tax_rev_invocable_actions.htm&release=264.0.0&type=5 "Retrieve a taxpayer’s profile and tax-year activity from Flow with new invocable actions for Tax and Revenue Management.") - Added a release note with the new invocable actions for Tax and Revenue Management features. (Added the week of October 12, 2026) ### August 2026 - **Talent Recruitment Management for Agentforce Public Sector**: Answer Candidate Questions Instantly with Agentic Self-Service for Talent Recruitment Management (Removed the week of August 24, 2026) - This feature isn't quite ready yet, so we removed it for now. - **Tax and Revenue Management for Agentforce Public Sector**: [Deflect Taxpayer Inquiries Automatically with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_264_ps_taxpayer_agentforce.htm&release=264.0.0&type=5 "Handle your highest-volume taxpayer questions related to refund status, tax balance breakdowns, and filing status inquiries with the Tax Advocate agent. Embed the agent directly on the taxpayer web portal. Taxpayers interact with a conversational AI in natural language and receive real-time, personalized answers grounded in Taxpayer 360 data.") (Removed the week of August 31, 2026) - This feature isn’t quite ready yet, so we removed it for now. ## Revenue Management Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Billing**: [See Product Charges Together on an Invoice](https://help.salesforce.com/s/articleView?id=release-notes.rn_billing_invoice_line_summary.htm&release=264.0.0&type=5 "See invoice lines grouped by product, including usage resources that belong to the same usage product. Invoice Line Summary rolls related lines into one hierarchy, so you can understand and explain one-time, recurring, usage, overage, and milestone charges without scanning the invoice line by line.") (Added the week of October 12, 2026) - **Billing**: [Automate Billing Schedule Reconciliations for Early Renewals of Future-Dated Orders](https://help.salesforce.com/s/articleView?id=release-notes.rn_billing_billing_schedule_reconciliations_for_early_renewals.htm&release=264.0.0&type=5 "Eliminate manual financial reconciliation when customer contracts undergo early renewals for future-dated orders. Billing automatically detects transactions with superseded timelines and issues a negative billing schedule to eliminate the risk of double-billing. Simultaneously, Billing generates a new positive billing schedule for the updated renewal to maintain billing accuracy.") (Added the week of October 12, 2026) - **Billing**: [Manage Saved Payment Methods in Aura Experience Sites](https://help.salesforce.com/s/articleView?id=release-notes.rn_billing_saved_payment_method_aura_component.htm&release=264.0.0&type=5 "Add the Saved Payment Methods for Aura component to any Experience Cloud site built by using Aura templates. Your customers can add, view, delete, or set a saved payment method as the default for their account on the site for faster and frictionless payments.") (Added the week of October 12, 2026) - **Salesforce Go Accelerators for Revenue Cloud**: [Revenue Cloud Accelerators](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_management_accelerators.htm&release=264.0.0&type=5 "Start with prebuilt foundations and sample usage data. Create quotes with less data entry, and manage quote documents and e-signatures from Salesforce. Check orders before activation, and connect fulfillment to Field Service without building every process from scratch.") (Added the week of October 12, 2026) - **Product Catalog Management**: [Reuse Existing Simple Products as Bundles](https://help.salesforce.com/s/articleView?id=release-notes.rn_product_catalog_reuse_existing_simple_products_as_bundles.htm&release=264.0.0&type=5 "Convert your existing simple products into bundles with a quick update to the product type. Previously, transitioning a simple product into a bundle required building a separate product record.") (Added the week of September 29, 2026) - **Product Configurator**: Let Constraint Rules Assign Child Product Quantities in Bundles (Removed the week of October 5, 2026) - **Transaction Management**: [Generate Documents for Quotes via CLM](https://help.salesforce.com/s/articleView?id=release-notes.rn_transaction_management_docgen_clm.htm&release=264.0.0&type=5 "Generate quote documents that mirror what your reps see on screen, including nested product groups up to 5 levels deep. CLM Document Generation now displays groups, subgroups, and bundles in the same order and structure as your quote, even for quotes with up to 15,000 line items and 1,000 bundles. Configure your quote template to show group hierarchy using indentation, bullets, or color, so proposals are easy for customers to follow") (Updated the week of October 5, 2026) - **Transaction Management**: [Stack Renewals on Termed Assets with an Active Future-Dated Renewal](https://help.salesforce.com/s/articleView?id=release-notes.rn_transaction_management_renewal_stacking_of_termed_assets.htm&release=264.0.0&type=5 "Renew a termed asset even when it has an active future-dated renewal. Each new renewal quote and order builds on the end date of the most recently created renewal, so you can stack multiple renewals for a single asset. Previously, when a future-dated renewal existed on an asset, sales reps waited for the renewal activation before renewing that asset again.") (Updated the week of October 5, 2026) - **Large Transactions**: [Clone Large Quotes and Orders](https://help.salesforce.com/s/articleView?id=release-notes.rn_large_txn_clone_quotes_orders.htm&release=264.0.0&type=5 "Sales reps no longer run into a line-item ceiling when cloning their biggest quotes and orders. The Clone API processes these large-scale clones asynchronously, returning a context ID and an async operation tracker ID so you can follow progress. When a clone finishes, reps see a completion alert, and any failures show a specific, actionable error message instead of a generic one.") (Updated the week of October 5, 2026) - **Salesforce Go for Revenue Cloud**: [Launch the Revenue Cloud Solution for Subscription Selling](https://help.salesforce.com/s/articleView?id=release-notes.rn_launch_the_revenue_cloud_solution_for_subscription_selling.htm&release=264.0.0&type=5 "Install the Revenue Management Subscription Selling solution in an empty sandbox from Salesforce Go with a working reference configuration. The installation turns on Revenue Cloud foundations and configures your org with sample subscription products, price books, and more, giving you the experience of a Revenue Cloud implementation for subscription-selling use cases. Start quoting and placing orders immediately with a baseline configuration. Use this solution as a starting point, and then refine the configuration for your production rollout.") (Updated the week of September 29, 2026) - **Set Up Revenue Cloud with AI Agents**: [Set Up Revenue Management in Minutes with an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_setup_with_ai_agent.htm&release=264.0.0&type=5 "Ask an AI agent to set up Revenue Management in a new org through a guided conversation. The agent enables Revenue Management and sets up the Context Service, Salesforce Pricing, and Product Discovery foundation. It also activates the standard price book and assigns the admin the permission sets that their role requires. What normally takes hours of clicking through Setup now takes about 15 minutes.") (Added the week of October 5, 2026) - **Set Up Revenue Cloud with AI Agents**: [Build a Revenue Management Product Catalog Just by Describing It to an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_build_product_catalog_with_ai_agent.htm&release=264.0.0&type=5 "Tell an AI agent what you want in a product catalog, and skip building each catalog record by hand. From a plain-language request, the agent creates a catalog, a category to organize your products, the products themselves, a selling model that sets how you sell each product, and a list price for each product on the standard price book. The agent works in order, reuses selling models and categories, and flags prices that don't match a product's selling model before creating the records. When you ask the agent to check its work, it reads the catalog back from your org and reports which products are ready to sell.") (Added the week of October 5, 2026) - **Set Up Revenue Cloud with AI Agents**: [Set Up Revenue Management Pricing in Plain Language with an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_setup_pricing_with_ai_agent.htm&release=264.0.0&type=5 "Price an existing product by describing what you want to an AI agent instead of clicking through price books, selling model options, and price adjustment schedules across separate objects. Working through the Revenue Management Pricing API, the agent surfaces a product's current pricing and adds a second way to sell the product, such as by offering a one-time product as a monthly subscription. The agent also authors a volume discount and handles ongoing price and tier changes. To prove that the discount applies, the agent prices the product at several quantities and reads the pricing waterfall for each.") (Added the week of October 5, 2026) - **Set Up Revenue Cloud with AI Agents**: [Set Up Product Configuration Rules Conversationally with an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_setup_config_rules_with_ai_agent.htm&release=264.0.0&type=5 "Author product configuration rules on a standalone product by describing what you want in plain language. An AI agent writes, validates, and activates each rule for you in CML Editor so reps configure and sell your products correctly.") (Added the week of October 5, 2026) - **Set Up Revenue Cloud with AI Agents**: [Protect Margins by Routing Discount Approvals on Quotes with an AI Agent (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_revenue_discount_approval_routing_with_ai_agent.htm&release=264.0.0&type=5 "Use an AI agent to build a discount-approval process on quotes in Revenue Management with Advanced Approvals so every deal gets the right sign-off before it closes. The agent routes deals by discount size, escalates the largest discounts to a second approver, and auto-approves deals within policy. Before any submission, the agent previews routing at several discount levels so you can confirm that each deal reaches the right approver.") (Added the week of October 5, 2026) ### September 2026 - **Salesforce Document Generation**: [Handle Document Generation Timeouts with Configurable Retry](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_document_generation_retry_timeout.htm&release=264.0.0&type=5 "When document generation takes longer than expected, users can retry the request from Omniscript or the Generate Document experience instead of starting over. Admins can set a custom timeout on the generate-and-preview Lightning web component so users see a retry option within a predictable window.") (Added the week of September 28, 2026) - **Salesforce Contracts**: [Use Salesforce Contracts with Lightning Platform Licenses](https://help.salesforce.com/s/articleView?id=release-notes.rn_sf_contracts_lpp_licenses.htm&release=264.0.0&type=5 "Now you can pair Salesforce Contracts with Lightning Platform Starter or Lightning Platform Plus, reducing licensing costs for organizations that need contract lifecycle management without full CRM capabilities. Some Salesforce Contracts capabilities depend on features that aren't included with Lightning Platform licenses. Previously, Salesforce Contracts required a Core CRM license, such as Sales Cloud or Service Cloud.") (Added the week of September 21, 2026) - **Product Catalog Management**: [runtime\_industries\_cpq Namespace](https://help.salesforce.com/s/articleView?id=release-notes.rn_runtime_industries_cpq_namespace.htm&release=264.0.0&type=5 "Work with product variations and units of measure during product discovery and selection. The runtime_industries_cpq namespace includes new classes and properties that represent a product's variation attributes, variation class, child variations, and units of measure.") (Updated the week of September 7, 2026) - Added new classes and properties for working with a product's units of measure. - **Salesforce CPQ and Advanced Approvals Managed Packages**: [Review and Complete Actions for Salesforce CPQ and Advanced Approvals Managed Package Security Enhancements](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_cpq_and_advanced_approvals_managed_package.htm&release=264.0.0&type=5 "Security enhancements for the Salesforce CPQ and Advanced Approvals managed packages address vulnerabilities that could affect your implementation. Review the enhancements and complete any applicable actions to keep your implementation secure and functional.") (Added the week of August 31, 2026) - Security enhancements will be available effective September 3, 2026. ### August 2026 - **Product Catalog Management**: Reuse Existing Simple Products as Bundles (Removed the week of August 31, 2026) - This feature isn't quite ready yet, so we removed it for now. ## Sales Release Note Changes by Month We made these additions and changes to the published release notes. ### October 2026 - **Momentum**:[Momentum](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_momentum.htm&release=264.0.0&type=5 "Give sales teams a connected view of their customer interactions with Momentum. Momentum automatically captures upcoming meetings, emails, and recorded customer conversations and structures them in Salesforce. With this AI-powered data foundation, your sales teams can access rich data alongside participant and related-record context. What’s more, this data foundation unlocks features like Executive Briefs and Call Coaching, empowering your teams to take their Momentum to the next level.") (Added the week of October 19, 2026) - [Capture and Review Sales Conversations with Momentum](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_momentum.htm&release=264.0.0&type=5 "Share rich contextual data about customer interactions with your sales teams. Momentum automatically captures recorded sales conversations and structures them in Salesforce alongside relevant insights and any deal risks. Your reps can better prepare for scheduled calls, and review recordings, call summaries, and next steps with ease. And with Momentum’s data foundation, your teams can see these insights, buying signals, and deal risks surfaced in relevant areas across Salesforce.") - [Stay Informed with Executive Briefs](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_executive_briefs.htm&release=264.0.0&type=5 "Executive Briefs give your sales managers and leaders a scheduled, consolidated summary of your team's most recent conversation insights, delivered right in Slack. Instead of reviewing individual call insights, subscribers receive a summary that highlights key findings, supporting quotes, and opportunities to act.") - [Use Call Coaching on Video Calls to Drive Seller Success](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_call_coaching.htm&release=264.0.0&type=5 "Define and track key competencies to standardize coaching for your sales teams. Call Coaching works across video calls for Momentum or Einstein Conversation Insights users. You can use an agent for AI-powered evaluations or manually evaluate calls if you don’t have Agentforce for Sales.") - [Update Key Fields Based on Momentum Insights](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_field_updates.htm&release=264.0.0&type=5 "Give your sales reps time back by automating the field updates that normally eat into their day. Momentum works with Pipeline Management and Account Management to turn relevant information from calls into field updates, so reps spend less time on data entry and more time selling. Choose whether to apply updates automatically or show suggestions for reps to review in Pipeline Inspection or the Account Intelligence View. If you use Sales Methodology with Pipeline Management, you can also get suggestions for updating sales methodology criteria.") - [Share Customer Praise from Recorded Calls with Smart Clips](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_ci_smart_clips.htm&release=264.0.0&type=5 "Automatically turn customer praise from recorded sales calls into short, shareable video clips. When Smart Clips detects praise in a recorded call, it generates a clip with the customer’s video, account name, transcript quote, and a link to the full call. Smart Clips then posts the clip to a Slack channel that your team follows.") - **Email Configuration**: [Specify Which Email Domains Require Address Verification](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_email_set_verification_requirements.htm&release=264.0.0&type=5 "If a trusted integration or admin manages your users’ email addresses in Salesforce, specify which domains require email address verification. By default, this user-level verification is always required to send email from Salesforce. For each authorized email domain, you can require email address verification only when users change their email address, or disable address verification entirely. Previously, you contacted Salesforce Customer Support to disable email address verification.") (Updated the week of October 19, 2026) - Corrected the scope of the setting. Email-to-Case [routing addresses](https://help.salesforce.com/s/articleView?id=service.customizesupport_configuring_routing_addresses.htm&type=5&language=en_US) and Experience Cloud site [sender email addresses](https://help.salesforce.com/s/articleView?id=experience.networks_customize_email.htm&type=5&language=en_US) always require address verification. - **Salesforce in Claude**: [Create and Update Records in Salesforce in Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude_write.htm&release=264.0.0&type=5 "With Salesforce in Claude, you can now create and update Salesforce records directly from Claude with the same field-level validation rules enforced in Lightning Experience. Previously, all Salesforce in Claude activity was read-only or created drafts for manual review.") (Updated the week of October 19, 2026) - Corrected the editions where the feature is available and added the Needs Approval setting. - **Spiff**: [Enhance Salesforce Spiff Mobile App Security with Multi-Factor Authentication](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_spiff_mobile_mfa.htm&release=264.0.0&type=5 "Build your culture of trust, for your company and customers, by adding another layer of protection for users who log in to the Spiff mobile app. Multi-factor authentication (MFA) reduces the risk of unauthorized access to systems by requiring users to provide two or more verification factors. When multi-factor authentication (MFA) is turned on, after a user enters a password, the app asks for a code from an authenticator app before it opens Spiff. Previously, the mobile app didn't support MFA, so users couldn't complete sign-in when MFA was required.") (Added the week of October 12, 2026) - **Salesforce to Salesforce**: [Salesforce to Salesforce Is Being Retired (Release Update)](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_salesforce_to_salesforce_retiring_ru.htm&release=264.0.0&type=5 "Salesforce to Salesforce is being retired in Spring ’27. Salesforce has more powerful and integrated solutions that align with modern business needs. To prevent disruption when Salesforce ends support for the Salesforce to Salesforce product, make sure that you migrate your integrations to one of these recommended solutions: Partner Cloud, Data Cloud One, MuleSoft Anypoint, or MuleSoft for Flow.") (Updated the week of October 12, 2026) - Clarified that as of Summer ’26, there won't be any product bug fixes or enhancements, but you can still log support cases. - **Salesforce in Claude**: [Create and Update Records in Salesforce in Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude_write.htm&release=264.0.0&type=5 "With Salesforce in Claude, you can now create and update Salesforce records directly from Claude with the same field-level validation rules enforced in Lightning Experience. Previously, all Salesforce in Claude activity was read-only or created drafts for manual review.") (Added the week of October 12, 2026) - **Activity Platform Hyperforce Infrastructure**: [Host Activity Platform Data in the Australia and New Zealand (ANZ) Region](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_new_ap_anz_cell.htm&release=264.0.0&type=5 "Activity Platform Hyperforce infrastructure is now available in the ANZ region for Agentforce Sales features, including Einstein Activity Capture, Einstein Conversation Insights, Inbox, and Sales Engagement. Hosting your email and calendar data locally helps you meet data residency requirements and provides your sales teams with faster sync times and reduced latency.") (Added the week of October 12, 2026) - **Sales Engagement**: [Unify Sales and Marketing Email Engagement Data in Data 360](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_unify_sales_mktg_engagement_data_dc.htm&release=264.0.0&type=5 "Bring sales email engagement data into Data 360 alongside marketing email engagement data. Use unified engagement data to create a complete view of email interactions across your sales and marketing teams.") (Added the week of October 12, 2026) - **Sales Engagement**: [Get Email Engagement Push Notifications in More Browsers](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_engagement_push_notifications_more_browsers.htm&release=264.0.0&type=5 "Sellers can now get browser push notifications in Salesforce and in the Microsoft Outlook extension when leads engage with sales emails. Previously, push notifications were available only in the Google Chrome extension.") (Added the week of October 5, 2026) - **Email Configuration**: [Maintain Your Email Verification Exception (Release Update)](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_email_maintain_verfication_exception.htm&release=264.0.0&type=5 "If you previously disabled user email verifications through Salesforce Customer Support, configure an authorized email domain setting to maintain your exception and to preserve your users' ability to send email. When this release update is enforced, Salesforce removes the existing domain allowlists that disable email verification. This update is available starting in Winter '27 and is enforced on December 1, 2026.") (Updated the week of October 5, 2026) - Clarified that a Deliverability setting controls address verification for new email addresses but doesn’t affect verification requirements for address change verification. - **Pipeline Forecasting**: [Generate Accurate Forecasts with Forecasting Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_forecasting_agent.htm&release=264.0.0&type=5 "Forecasting Agent supports your entire forecasting cycle. The agent analyzes pipeline changes, calls out deals that need your attention to hit quota, and helps you complete forecast submissions, automating the manual work along the way. Drawing on opportunity scores and deal insights for richer data, Forecasting Agent works within your existing flow and tailors its responses to what's happening in your pipeline.") (Added the week of October 19, 2026) ### September 2026 - **Email, Calendar, and Integrations**: [Salesforce for Outlook Is Being Retired in January 2027](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_sfo_retiring.htm&release=264.0.0&type=5 "For the latest integration with Microsoft Outlook, we recommend moving to our next-generation products, the Outlook integration and Einstein Activity Capture. These products replace Salesforce for Outlook features and give users new capabilities. We continue to introduce enhancements for these products every release.") (Updated the week of September 28, 2026) - Product retirement date moved from December 2027 to January 30, 2027. - **Email, Calendar, and Integrations**: [Salesforce for Outlook Is Being Retired in January 2027](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_sfo_retiring.htm&release=264.0.0&type=5 "For the latest integration with Microsoft Outlook, we recommend moving to our next-generation products, the Outlook integration and Einstein Activity Capture. These products replace Salesforce for Outlook features and give users new capabilities. We continue to introduce enhancements for these products every release.") (Updated the week of September 14, 2026) - Product retirement date moved from December 2027 to November 1, 2026. - **Salesforce in Claude**: [Access Salesforce Context Without Leaving Claude (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_in_claude.htm&release=264.0.0&type=5 "Get deal health, pipeline risk, and account context surfaced directly in your Claude conversation, backed by your org's live Salesforce data. A secure Salesforce MCP (Model Context Protocol) connection and pre-built skills put these insights a request away, so there's no separate integration to build. This beta is read only at launch. Claude surfaces Salesforce data and insights.") (Added the week of September 14, 2026) - **Agentforce Sales Management**:[Set Up Automated Account Management Field Updates with the New Guided Configuration in Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_automated_acct_mgmt_field_updates.htm&release=264.0.0&type=5 "Use the new guided setup in Salesforce Go to configure automated account field updates within Account Management. Add fields, choose the update method for each field, enter instructions, and activate or deactivate each field configuration.") (Added the week of August 31, 2026) - **Agentforce Sales Management**: [Set Up Pipeline Management Field Updates Faster in Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_new_pipeline_experience_setup_experience.htm&release=264.0.0&type=5 "For new Pipeline Management users, setup in Salesforce Go includes a more streamlined way to configure opportunity field updates. The new Automate Field Updates section introduces a guided workflow that simplifies setup by automating steps that previously required manual configuration.") (Added the week of August 31, 2026) - **Spiff**: [Populate Documents with Live Quota Values](https://help.salesforce.com/s/articleView?id=release-notes.rn_spiff_2026_aug_21.htm&release=264.0.0&type=5 "Dynamic merge fields in Salesforce Spiff now include a rep's quota value, not just the name of their assigned quota table, so document templates always reflect current quota data without a manual spreadsheet upload.") (Added the week of August 31, 2026) - **Spiff** [Check Export Availability Before You Run a Report](https://help.salesforce.com/s/articleView?id=release-notes.rn_spiff_2026_aug_18.htm&release=264.0.0&type=5 "Check whether Salesforce Spiff can process an export before you run it. A status indicator at the top of the Reporting tab shows whether the commission engine or reporting pipeline is actively processing data, so you know when a UI or API export is available. Hover over the info icon next to the indicator to see when the status last refreshed.") (Added the week of August 31, 2026) - **Agentforce Prospecting**: View Prospecting Agent Activity (Removed the week of August 31, 2026) ### August 2026 - **Sales Account Plans**: [Get a Complete Sales Account Plans Setup Experience in Salesforce Go](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_account_plans_setup_go.htm&release=264.0.0&type=5 "Setting up Account Plans in Salesforce Go now includes a full, guided configuration experience instead of linking out to the legacy Setup page. Turn on Account Plans and access every required and advanced setup step from a single location. You can also give users the required object and field access through one permission set instead of configuring access object by object.") (Added the week of August 24, 2026) - **Einstein Activity Capture**: [Fine-Tune Which Emails and Events to Exclude from Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_eac_more_exclusions.htm&release=264.0.0&type=5 "Use keywords to automatically detect and exclude from capture emails that contain specific words or phrases. Use wildcard rules to exclude calendar events and email messages associated with specific web domains. Also, sensitive data detection now excludes emails with the word 'confidential' as a prefix in Outlook and Gmail message subjects. Outlook messages with a sensitivity level value of ‘confidential’ or ‘private’ are excluded. Previously, Einstein Activity Capture supported only exact-match for domain exclusions, and sensitive data detection only excluded email with certain personally identifying information included in the body of the message.") (Updated the week of August 24, 2026) - The basic sensitive data detection setting now excludes emails that have “confidential” in the subject line. - **Einstein Activity Capture**: [Fine-Tune Which Emails and Events to Exclude from Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_eac_more_exclusions.htm&release=264.0.0&type=5 "Use keywords to automatically detect and exclude from capture emails that contain specific words or phrases. Use wildcard rules to exclude calendar events and email messages associated with specific web domains. Also, sensitive data detection now excludes emails with the word 'confidential' as a prefix in Outlook and Gmail message subjects. Outlook messages with a sensitivity level value of ‘confidential’ or ‘private’ are excluded. Previously, Einstein Activity Capture supported only exact-match for domain exclusions, and sensitive data detection only excluded email with certain personally identifying information included in the body of the message.") (Updated the week of August 17, 2026) - Removed advanced sensitive content detection and exclusion setting. - **Agentforce Sales Management**: [Set Up Pipeline Management Faster with the Pipeline Management Configuration Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_agentforce_pipeline_management_setup_skill.htm&release=264.0.0&type=5 "A configuration skill for Agentforce Pipeline Management transforms the manual setup navigation with natural-language prompts. Tell the skill which text fields you want configured on opportunities, and it handles the required setup steps for you—getting your sales teams to AI-driven opportunity updates faster. Reps can review and approve suggestions in Pipeline Inspection, or admins can turn on autonomous mode so the agent applies updates on its own.") (Added the week of August 17, 2026) ## Security, Identity, and Privacy Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Identity and Access Management**[Monitor App Security Controls on the Insights Page](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_monitor_app_security.htm&release=264.0.0&type=5 "Review the security controls of the external client apps and connected apps in your org on the Insights page. Verify that your apps are compliant, and manage their security controls. Monitor the status of both enabled and disabled apps whether they are local or developed outside your org.")(Added the week of October 26, 2026) - **Identity and Access Management**[Refresh Token Idle TTL Is Limited to 30 Days](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_refresh_token_ttl.htm&release=264.0.0&type=5 "To protect your data, Salesforce limits how long an idle OAuth refresh token can stay valid. With the enforced idle time-to-live (TTL) setting, refresh tokens expire if they haven’t been used for 30 days. For integrations that don’t use refresh tokens, this control caps the access token lifetime at 30 days from the last login date. At the time of enforcement, Salesforce immediately expires refresh tokens that have been idle for more than 30 days, along with long-running access tokens where the last login date was more than 30 days ago. As a result, users can be logged out and background integrations can be required to request new access tokens. Before Salesforce enforces this change, review how your apps behave when OAuth tokens expire.")(Updated the week of October 19, 2026) - Clarified that access tokens are revoked only if they have been in use for longer than 30 days. - **Security Enhancements**: [Security Enhancements May Require API Reauthentication](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_enhancements_require_api_reauthentication.htm&language=en_US) (Updated the week of October 19, 2026) - Clarified when automated security actions take place and how to resume after session termination. - **Other Changes**: [Improve Page Load Performance on Custom Pages](https://help.salesforce.com/s/articleView?id=release-notes.rn_improve_page_load_performance.htm&release=264.0.0&type=5 "Speed up page loads in Chrome on custom pages that reference external scripts by adding the defer attribute to your script tags. Custom pages include those in managed packages, such as Apex pages, Visualforce pages, and Lightning container components.") (Added the week of October 12, 2026) - **Security Center Essentials**: [Track Automated Security Responses in Security Center Essentials](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_center_essentials_response_log.htm&release=264.0.0&type=5 "Salesforce Security automatically takes containment action when it detects a threat, and the Response Log in Security Center Essentials records every completed response in detail. Each entry shows the action type, status, affected entity, and timestamps for the detection and the response. The read-only log helps you quickly distinguish resolved threats from issues that still need attention.") (Added the week of October 12, 2026) - **Security Center**: [Track Automated Security Responses in Security Center](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_center_response_log.htm&release=264.0.0&type=5 "When Salesforce Security detects a threat, it automatically takes containment action on your behalf. The Response Log in Security Center shows each response in detail, including action type, status, target entity, and timestamps for the threat detection and the response. Because the log shows only completed actions, you can quickly distinguish resolved threats from items that still need your attention.") (Added the week of October 12, 2026) - **Security Enhancements**: [Security Enhancements May Require API Reauthentication](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_enhancements_require_api_reauthentication.htm&language=en_US) (Added the week of October 5, 2026) ### September 2026 - **Security Center Essentials**: [Get Permissions Metrics in Security Center Essentials](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_center_essentials_permissions_metrics.htm&release=264.0.0&type=5 "Security Center Essentials has several new Permissions metrics. Use them to enhance your organization's security posture and ensure that users have appropriate system access.") (Added the week of September 7, 2026) - **Security Center**: [Classify Fields by Sensitivity and Other Key Attributes in Security Center](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_security_center_classify_fields.htm&release=264.0.0&type=5 "Assign and manage field classifications for fields across all objects in your connected orgs from Security Center. Classify fields individually or in bulk with sensitivity levels, compliance categories, data ownership, and more.") (Added the week of September 7, 2026) - **Security Center**: [Unify Security Data and View Insights with Security Mesh](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_security_center_security_mesh.htm&release=264.0.0&type=5 "Security Mesh simplifies your security operations by unifying security data from internal and external sources into a single format in Security Center. These security findings help you identify and respond to threats more effectively.") (Added the week of September 7, 2026) - **Security Center**: [Monitor MCP Server Configurations in Security Center (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_security_center_mcp_servers.htm&release=264.0.0&type=5 "Security Center includes an MCP Servers metric for monitoring configured Model Context Protocol (MCP) servers across your organization's connected Salesforce tenants. MCP servers are external integrations that connect Salesforce AI agents to external tools and data sources. Use the metric to check risk scores, detect suspicious server URLs, and audit who configured each server and when.") (Added the week of September 7, 2026) - **Security Center**: [Monitor External Client App Configurations in Security Center](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_security_center_external_client_apps_metric.htm&release=264.0.0&type=5 "Security Center includes an External Client Apps metric for tracking external app configurations across your organization's connected Salesforce tenants. The metric provides detailed visibility into authentication and security policy settings—including authorization dates, granted scopes, and usage data—for each tenant where apps are installed. Alerts notify you when external client apps are added or removed.") (Added the week of September 7, 2026) - **Privacy Center**: [Manage Consent at Scale with Global Consent Manager](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_privacy_global_consent.htm&release=264.0.0&type=5 "Centralize your consent management with a single, scalable system of record. Instead of navigating multiple complex objects to find a customer's privacy preferences, use an attribute-based model to manage billions of consent interactions. Build reusable templates so that data processing activities and marketing campaigns honor the most current customer preferences.") (Added the week of September 7, 2026) - **Identity and Access Management**: Migrate Packaged and Distributed Connected Apps to External Client Apps. (Removed the week of September 7, 2026) - **Identity and Access Management**: [OAuth User-Agent and Hybrid User-Agent Flows Are Blocked in New Orgs](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_user_agent_flow_blocked.htm&release=264.0.0&type=5 "To support the retirement of the OAuth user-agent and hybrid user-agent flows, Salesforce blocks these flows in new orgs. If you try to use the user-agent flow in a new Winter ’27 org, it fails with an invalid_grant error. For better security, use the OAuth web-server flow or hybrid web-server flow with the Proof Key for Code Exchange (PKCE) extension instead.") (Added the week of September 14, 2026) - **Identity and Access Management**: [OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update)](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_oauth_useragent.htm&release=264.0.0&type=5 "Salesforce is retiring the OAuth user-agent flow and the OAuth hybrid user-agent flow. For better security, update your integrations to use the OAuth web-server flow or hybrid web-server flow with the Proof Key for Code Exchange (PKCE) extension. This update was first available in late Summer ’26 and is enforced on February 20, 2027.") (Updated the week of September 14, 2026) - Updated to add a note stating that Salesforce blocks these flows in new Winter ’27 orgs. - **Identity and Access Management**: [Refresh Token Idle TTL Is Limited to 30 Days](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_refresh_token_ttl.htm&release=264.0.0&type=5 "To protect your data, Salesforce limits how long an idle OAuth refresh token can stay valid. With the enforced idle time-to-live (TTL) setting, refresh tokens expire if they haven’t been used for 30 days. For integrations that don’t use refresh tokens, this control caps the access token lifetime at 30 days from the last login date. At the time of enforcement, Salesforce immediately expires refresh tokens that have been idle for more than 30 days, along with long-running access tokens where the last login date was more than 30 days ago. As a result, users can be logged out and background integrations can be required to request new access tokens. Before Salesforce enforces this change, review how your apps behave when OAuth tokens expire.") (Added the week of September 21, 2026) - **Shield Platform Encryption**: [Encrypt Archive App Data with Shield Platform Encryption](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_pe_archive.htm&release=264.0.0&type=5 "Archived data requires the same protection as your production data. Encrypt sensitive data stored in your archives in a single click with root keys managed in Shield Platform Encryption. You can apply Salesforce-managed keys, bring your own keys (BYOK), or use Shield External Key Management (EKM) to access keys stored in AWS Key Management Service (KMS).") (Added the week of September 21, 2026) - **Security Center:** Track Automated Security Responses in Security Center (Removed the week of September 21, 2026) - - - This feature isn't quite ready yet, so we removed it for now. - **Security Center Essentials:** Track Automated Security Responses in Security Center Essentials (Removed the week of September 21, 2026) - - - This feature isn't quite ready yet, so we removed it for now. ### August 2026 - **Prefix**: [Create a Messaging Channel with a Headless Claude Skill](https://help.salesforce.com/s/articleView?id=release-notes.rn_headless_channel_skill.htm&release=264.0.0&type=5 "Launch a new Facebook, WhatsApp, LINE, or Apple Messages for Business channel in just minutes with a new Claude skill. The service_de_headless_channel_configure skill asks what channel type you need, and proceeds to configure the entire setup across multiple applications, incorporating APIs, and setting up a routing solution. Previously, this level of context-switching in channel setup took over 15 minutes.") (Added the week of August 31, 2026) - **Prefix**: [Security Enhancements May Require Users to Reset Passwords](https://help.salesforce.com/s/articleView?id=release-notes.rn_security_users_reset_passwords.htm&release=264.0.0&type=5 "Because the security of your data is our number one priority, Salesforce is enhancing login security. If we detect a security-related issue with a user’s login information, such as credential stuffing, we revoke all of the affected user’s active sessions and refresh tokens and initiate a forced password reset. In addition, the user receives an automated email with instructions to reset their password.") (Added the week of August 31, 2026) ## Service Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Messaging - WhatsApp Messaging**: [Get Clearer, More Natural WhatsApp Voice Messages from Your AI Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_whatsapp_voice_messages_improvements.htm&release=264.0.0&type=5 "Your customers now hear WhatsApp voice messages with a more natural accent and better pronunciation, so your AI agent speaks clearly to them. Your AI agent reads account, contract, and ID numbers digit by digit, which helps customers catch every number the first time.") (Added the week of October 19, 2026) - **Messaging - WhatsApp Messaging**: [Share a WhatsApp Number Across Providers with Meta's Account Model Evolution](https://help.salesforce.com/s/articleView?id=release-notes.rn_wa_wame.htm&release=264.0.0&type=5 "Meta's WhatsApp Account Model Evolution (WAME) separates business phone numbers from partner-specific templates and billing. One WhatsApp number can serve multiple business solution providers (BSPs), each with its own template library and billing. Meta migrates existing accounts automatically, so your WhatsApp messaging keeps working with no reconfiguration or additional license.") (Added the week of October 19, 2026) - **Messaging - RCS**: [Reach Customers on RCS as a Service Messaging Channel](https://help.salesforce.com/s/articleView?id=release-notes.rn_rcs_service_channel.htm&release=264.0.0&type=5 "Give your service teams a native RCS (Rich Communication Services) channel for customer conversations. Customers can start an RCS conversation and be routed to a human agent in the Service Console or to an Agentforce agent for automated support. Previously, RCS was available only for outbound and marketing use cases that required Marketing Cloud.") (Added the week of October 12, 2026) - **Messaging - Conversation Data API**: [Delete Conversation Data Directly from Flow or Apex](https://help.salesforce.com/s/articleView?id=release-notes.rn_messaging_delete_conversation_data.htm&release=264.0.0&type=5 "Previously, deleting conversation data required a custom REST API integration with External Client App authentication. Call the Conversation Data API delete operations from Flow or Apex instead, and Salesforce handles authentication for you. You can now remove messaging end users and their data, or delete specific conversations, processing up to 50 records per call.") (Added the week of October 12, 2026) - **Service Replies**: [Pick Up Transferred Chats with Proactive Service Replies](https://help.salesforce.com/s/articleView?id=release-notes.rn_service_proactive_service_replies.htm&release=264.0.0&type=5 "When your service rep accepts a handoff from Agentforce or another service rep, two grounded replies and one contextual reply appear before the customer sends another message. Suggestions draw on the existing transcript and knowledge articles, so the first response continues the conversation.") (Added the week of October 12, 2026) - **Service Replies**: [Reply to Every Question in a Message with Multi-Intent Service Replies](https://help.salesforce.com/s/articleView?id=release-notes.rn_service_multi_intent_service_replies.htm&release=264.0.0&type=5 "When a customer message asks more than one question, Service Replies now detects multiple intentions in that customer message, then shows a separate grounded reply for each one. Previously, search queries built from the whole service conversation blended multiple intentions, or answered only the most pertinent question.") (Added the week of October 12, 2026) - **Einstein Article Recommendations**: [Resolve Every Issue in a Case with Multi-Intent Article Recommendations](https://help.salesforce.com/s/articleView?id=release-notes.rn_service_multi_intent_recommendations.htm&release=264.0.0&type=5 "Agentforce Article Recommendations for Cases now identifies up to three distinct intents when a case raises more than one problem. Agentforce builds a targeted search for each intent, and merges the results into a ranked list of articles for your agents to use in their response. Previously, a single search query built from the whole case let the most prominent topic crowd out articles for other issues the customer mentioned.") (Removed the week of October 19, 2026) - Deferred to a future release. - **Customer Signals Intelligence**: [Track Sentiment in Command Center for Service V2](https://help.salesforce.com/s/articleView?id=release-notes.rn_csi_track_sentiment_in_command_center_v2.htm&release=264.0.0&type=5 "Spot at-risk interactions as they happen in the Command Center for Service V2. Customer Signals Intelligence sentiment appears in the In-Progress Work component as the User Sentiment column, with Positive, Neutral, or Negative indicators next to active work items.") (Added the week of October 19, 2026) - **Customer Signals Intelligence**: [Drive Faster Service Decisions on Calls with Real-Time Sentiment Insights](https://help.salesforce.com/s/articleView?id=release-notes.rn_csi_sra_voice.htm&release=264.0.0&type=5 "Customer Signals Intelligence brings real-time sentiment insights to voice calls. Now your service team gets the same visibility for calls that it has for case and messaging. Reps see sentiment shift as a voice conversation unfolds, and supervisors use trend data across calls to make data-driven staffing decisions. This visibility helps your team maintain service consistency and handle high-pressure voice interactions with confidence.") (Added the week of October 19, 2026) ### September 2026 - **Knowledge**: [Reuse Existing Content by Cloning a Knowledge Article](https://help.salesforce.com/s/articleView?id=release-notes.rn_knowledge_clone_article.htm&release=264.0.0&type=5 "Save time and maintain consistency by starting a new article from an existing one, copying its fields and attached files. Instead of recreating an article from scratch, you start from a proven structure and tailor it for a new context, product, or audience.") (Added the week of September 28, 2026) - **Knowledge**: [Keep Knowledge Article Images Private After You Archive or Restrict an Article](https://help.salesforce.com/s/articleView?id=release-notes.rn_service_knowledge_image_access.htm&release=264.0.0&type=5 "Salesforce now checks the status and public visibility of a Knowledge article version before it serves any image embedded in the article. Previously, an image stayed reachable at its direct URL for guest and unauthenticated visitors even after you archived the article version or made the article internal only, which inadvertently exposed content intended for retirement.") (Added the week of September 7, 2026) - **Messaging - WhatsApp Messaging**: [Interact with Agentforce Using WhatsApp Voice Messages](https://help.salesforce.com/s/articleView?id=release-notes.rn_whatsapp_voice_messages.htm&release=264.0.0&type=5 "WhatsApp users can now send voice messages to your Agentforce agent on WhatsApp instead of typing. WhatsApp users can switch between voice and text within the same conversation. Agentforce replies in whichever format the WhatsApp user used, voice for voice, text for text.") (Updated the week of September 7, 2026) - **Messaging - Conversation Data API**: [Update Conversation Entries After They're Created with the Conversation Data API](https://help.salesforce.com/s/articleView?id=release-notes.rn_api_update_conversation_entries.htm&release=264.0.0&type=5 "Use the Conversation Data API to update the content of existing conversation entries instead of deleting and recreating them. With this endpoint, you can correct a message's text without deleting and recreating the entry, update the payload for non-text entries, such as attachments, and associate or update related records on an entry after it's created.") (Added the week of September 7, 2026) - **Messaging - WhatsApp Messaging**: [Prepare for WhatsApp Service and Utility Message Pricing Changes](https://help.salesforce.com/s/articleView?id=release-notes.rn_wa_pricing_changes.htm&release=264.0.0&type=5 "Meta is charging on a per-message basis for two WhatsApp message types that were previously free: Service messages and utility messages sent within the Customer Service Window. Salesforce will update its pricing to reflect Meta’s new charges, effective November 1, 2026.") (Added the week of September 28, 2026) - **Messaging - Enhanced Chat**: [Give New Orgs the Latest Enhanced Chat Experience by Default](https://help.salesforce.com/s/articleView?id=release-notes.rn_service_enhanced_chat_v2_default.htm&release=264.0.0&type=5 "New orgs that turn on chat now start with Enhanced Chat v2 instead of Enhanced Chat v1. Admins get v2's improved capabilities without any extra configuration or opt-in step. Orgs that already have chat enabled on v1 or v2 keep their current setup; this change affects only net-new chat deployments. Starting new orgs on Enhanced Chat v2 means admins configure chat once and get the actively developed client from day one, instead of setting up on Enhanced Chat v1 and having to migrate to v2 later.") (Added the week of September 28, 2026) ### August 2026 - No changes since the initial publication. ## Slack Integrations Release Note Changes by Month We made these additions and changes to published release notes. ### September 2026 - **Slackbot in Salesforce**: [Search, Summarize, and Take Action with Slackbot in Salesforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_slack_apps_slackbot_salesforce.htm&release=264.0.0&type=5 "Slackbot, your personal agent for work, is built into Salesforce, not just Slack. Because Slackbot has the same context and access to information that you do, it works across both systems from wherever you are in Salesforce. Get caught up quickly, plan next steps for a customer deal, and find key information fast.") (Added the week of September 28, 2026) ### August 2026 - No changes since the initial publication. ## Salesforce Suites Release Note Changes by Month We made these additions and changes to published release notes. ### October 2026 - **Salesforce Suites**: [Manage Salesforce Users and Data with the Salesforce Add-On for Gmail (Beta)](https://help.salesforce.com/s/articleView?id=release-notes.rn_suites_google_workspace_gmail_add_on.htm&release=264.0.0&type=5 "Use the Salesforce add-on for Gmail to view and edit key records, and manage users without leaving Gmail.") (Added the week of October 19, 2026) - **Salesforce Suites**: [Draft Emails Faster with the Email Authoring Agent in Starter Suite and Pro Suite](https://help.salesforce.com/s/articleView?id=release-notes.rn_suites_email_authoring_agent.htm&release=264.0.0&type=5 "Get to a ready-to-send marketing email draft faster. Describe the email that you want to send, and the Email Authoring Agent uses generative AI to build a draft with a recommended layout. Refine the tone, messaging, and content in a conversation with the agent, or edit the email yourself.") (Added the week of October 12, 2026) - **Salesforce Suites**: [Learn How to Close Deals and Use Coworker in the Getting Started Tab in Salesforce Suites](https://help.salesforce.com/s/articleView?id=release-notes.rn_suites_getting_started_learning.htm&release=264.0.0&type=5 "Customers who are new to Salesforce can get more out of their suites faster with additional learning content in the Getting Started tab. The Close Your First Deal guided workflow teaches you how to manage opportunities in Salesforce from start to close. The Meet Agentforce Coworker video shows you how to work with the agent to summarize records, get suggested next steps for accounts, and make the most of your workday.") (Added the week of October 12, 2026) - **Salesforce Suites**: [Turn Every Search into Action with Agentforce Coworker in Salesforce Suites](https://help.salesforce.com/s/articleView?id=release-notes.rn_suites_coworker.htm&release=264.0.0&type=5 "Agentforce Coworker is available for new customers in Starter Suite and Pro Suite editions beginning October 2026. Your autonomous AI teammate immediately knows your business and is connected to Salesforce CRM while maintaining your existing governance, permission-based access, and data classification. Agentforce Coworker also acts on your behalf by orchestrating agents, completing complex tasks, and driving work forward from wherever you work.") (Added the week of October 19, 2026) ### August 2026 - No changes since the initial publication.