Enhance the Mobile User Experience with a Configurable Feed: Accelerate work load times and eliminate unnecessary background data usage for improved performance by disabling Feed and Feed Priming, if mobile workers don’t need access to Chatter while they're offline. You can now reduce complexity by removing the Feed entirely from the mobile app interface. Previously, the Feed tab on the mobile app was visible by default and you couldn’t hide it.
Simplify Agentforce Field Service Feature Discovery and Setup: Realize maximum business value faster with Agentforce Field Service, formerly Field Service. Accelerate deployment with bulk tools for onboarding technicians and dispatchers, alongside simplified setups for Data Cloud, assets, and service agreements. Experience seamless automation with data capture rules that link service appointments, work orders, and work order line items to flows instantly, while customizable dashboards and mobile tools ensure teams remain highly responsive to changing field conditions. And, you can now scale your workforce with Agentforce to deliver personalized service for any type of on-site work.
Control Bulk Status Change Icon Visibility for Bundled Service Appointments: Avoid mishaps by disabling the Bulk Status Change Icon for Bundled Service Appointments in the Field Service mobile app. Previously, the icon was visible by default. Mobile workers could easily change the status of all bundled appointments with a single tap, potentially causing issues for customers with specific validation rules.
View Clear Information on Loading Stages During App Startup: Keep mobile workers informed with real-time progress updates on the app's loading status, eliminating guesswork about background processes. Previously, the home screen displayed a static Field Service logo with no visibility into the loading progress.
Work More Efficiently with the Revamped Work Order Overview Page: Enhance performance with the fast-loading work order overview screen. Each tab and card on the overview page now loads independently, so you can access critical information faster. The modernized user interface has a sleeker look and feel and optimized screen space, so you now see more content at a glance. Previously, you had to wait for all the tabs to load before seeing the entire user interface.
Enhance the Field Service Mobile App with Native GIS Mapping: Eliminate app switching and accelerate time to value by delivering advanced geospatial context directly within the Field Service mobile app. Help mobile workers access geospatial information focused on their work location with the new Geospatial Information System (GIS). With it, they can view, interact with, and update complex map data—including assets, lines, and polygons—even when offline. Configure authentication and GIS map assignments with GIS’ extensive customization capabilities to deliver an intuitive user experience. Simplify deployment and enhance data integrity with a robust connector that seamlessly pushes Salesforce data to ArcGIS feature layers.
Discover Field Service Capabilities with My Service Journey: Maximize your business impact with My Service Journey, designed to align Agentforce Field Service (formerly Field Service) with your strategic goals. Explore Salesforce strategies and best practices for key areas like scheduling, optimization, and mobile workforce management. Get guidance tailored to your specific Salesforce edition, feature complexity, and Einstein AI capabilities to take advantage of the most recent releases. With this resource, you can bridge the gap between technical setup and business value, taking your implementation from capable to exceptional.
Drive Intelligent Operations with Enhanced Scheduling and Optimization Insights (Beta): Bring best-in-class data visualization directly into your field service workflow with Enhanced Scheduling and Optimization Insights. Monitor performance trends through intuitive dashboards that quantify the impact of your optimization, by turning complex data into clear, actionable benefits. By staying ahead of the curve, you can anticipate resource needs and make confident, data-driven decisions to scale automation before service delivery is ever impacted.
Bring Your Own Key to Data 360: Platform Encryption for Data 360 customers can now make use of the Bring Your Own Key (BYOK) feature of Shield Platform Encryption. When you supply your own root key, you get the benefits built into Salesforce Shield Platform Encryption, plus the extra assurance that comes from exclusively managing your own key material. For Data 360, BYOK supports root keys only. Data 360 then manages all DEK creation and wrapping using the root key. To be compatible with Salesforce BYOK, use a PKCS#8 encrypted, Base64 encoded 4096 RSA key pair with appropriate headers and footers.
Encrypt Your Entire Database (GA Release): Database Encryption is generally available worldwide. It began its deployment in Winter '26. Due to the pace of the controlled release, some regions lagged in enabling the new feature. Database Encryption allows you to sort, filter and reference encrypted data without functional or performance tradeoffs. You can still apply Field Level Encryption to individual fields if required.
Account Manager: Check out the latest features and updates from B2C Commerce Account Manager.
Account Manager 3.6: The B2C Commerce Account Manager 3.6 is available on March 11, 2026.
Account Manager 3.7: The B2C Commerce Account Manager 3.7 is available on April 8, 2026.
Account Manager 3.8: The B2C Commerce Account Manager 3.8 is available on May 6, 2026.
Assign More Administrative Roles to API Clients: You can now assign the Account Administrator or API Administrator role to an API client directly from the Account Manager API Client Detail page. This update simplifies API client management, saving time for admins when managing technical users and integrations. Account administrators can manage both roles. API administrators can only manage the API Administrator role.
Monitor Account Manager Audit Log Events in Log Center: Log Center now publishes Account Manager audit log events, including changes made to users, API clients, and organizations. Use new keyword searches and filters to identify specific field changes or action events within a selected time frame. Audit logs remain available in the previous Account Manager location until the September 23, 2026 release, when they’ll be removed. To retain historical data, download your Account Manager logs before that date.
Identify Deprecated Account Manager Roles: Avoid assigning deprecated roles to users in your organization. When assigning roles on the User Details page, role names indicate deprecated roles. Deprecated roles don’t have any associated permissions.
Identify Shared API Clients with Indicators and Warnings: Understand how API client changes affect other organizations that use the same API client. When editing a shared client configuration, indicators and warnings now appear in the API Client list, on the API Client Detail page, and in confirmation dialogs. These visibility improvements help determine when to create a new, dedicated API client for an organization.
Use Public API Clients with Account Manager: Account Manager now supports authorization code grant flows with Proof Key for Code Exchange (PKCE) for public API clients. Securely exchange OAuth tokens for client apps that can’t safely store a client secret. PKCE provides a more secure authentication flow for single-page, native mobile, and desktop apps.
Prevent Privilege Escalation for Read-Only Account Administrators: To help monitor administrative access across your organizations, you now receive security notification emails when inviting a user who holds the Read-Only Account Administrator role in another organization. If assigning a new role provides the user with additional permissions, such as Account Administrator, the user is automatically uninvited from other organizations.
Accounting Subledger: Consolidate data between Salesforce CRM and your accounting system. Understand how and where funds are received, paid, and allocated.
Action Launcher: Extend action recommendations by using contextual information from service records to determine user intent.
Action Plans and Events and Milestones: Customize the quick actions on an action plan template record page. Include document checklist items in actions plans for financial accounts. Learn about the life events in a client’s household at a glance.
Adopt Authorized Email Domains (Release Update): If you previously worked with Salesforce Customer Support to disable email change verifications, set up authorized email domains instead. Salesforce is retiring the existing exemption process for disabling this feature, and authorized email domains provide the same benefit. This update is available starting in Spring ’26.
Advanced Approvals: As an approval designer, use custom flow logic to auto-approve resubmitted records. Approve high-value record requests faster by overriding approval conditions easily. Enhance your smart approval logic by configuring step conditions with eight additional data types and up to 30 conditions for approval stage and step criteria. Create detailed approval email templates for up to 8 different notification reasons, giving reviewers all the necessary context to act on the request directly from their email.
Manage Complex Workflows Easily by Adding More Conditions: Define up to 30 conditions for an approval stage exit, approval step entry, and approval step exit in an approval workflow. Previously, you defined a maximum of 10 conditions. Give approval designers the flexibility to build workflows that manage complex approval requests and minimize manual reviews for their users.
Approve Resubmissions Faster by Using Custom Logic: Approval designers can now implement custom logic for auto-approving resubmitted records, overriding smart approval conditions. Make sure that urgent, high-value records move quickly through the approval process. Approval designers can create a custom flow to evaluate any necessary criteria, including checks against the prior submission details. Simplify this verification by using the new Get Previous Related Record Details invocable action within the flow to easily capture the previously submitted record's details. The new Use Custom Auto Approval Logic field on the approval step then stores the custom flow’s decision value to determine if the step is auto-approved.
Improve Approval Reviews with Custom Email Templates for Key Approval Paths: Give approval designers the ability to use Lightning or Visualforce email templates. Designers can associate these templates with specific approval steps or the entire workflow. They can configure these templates for up to 8 different notification reasons that are relevant to approval submitters and reviewers. Previously, the custom email templates configured within the approval workflow lacked advanced formatting capabilities and didn’t support custom submitter emails. Use the new templates to show complex record data in structured formats, such as tables and images, so that your approval reviewers have all the necessary context to act on the requests directly from their email.
Tailor Your Approval Process with Custom Business Data: Capture business-specific data by modifying custom fields on approval entities through Apex triggers, custom actions, or directly from the record’s details page. For example, automate priority assignments on new approval work items by using triggers, or calculate profit margins during high-discount reviews by using custom actions. Previously, custom field updates weren’t supported on approval entities.
Define Complex Smart Approval Logic with More Data Types: Configure the approval step entry conditions in an approval workflow by using nine additional data types, such as Date Time, Boolean, and Currency. Previously, you could define conditions for only the Text and Number data types. Help approval designers build complex and precise smart approval logic that aligns closely with your business rules, and reduce manual review time. For example, set a Date step entry condition that requires an approval step during resubmission only if the resubmission date is after a certain date.
Process Smart Approvals Faster by Skipping Condition Checks: Give approval designers the option to skip the evaluation of the entry conditions in an approval step within a smart approval process. Help them save approval processing time by skipping unnecessary condition checks from resubmission evaluation based on your workflow’s context. For instance, if the submitted record description is empty during resubmission, designers can skip the condition if it’s irrelevant to the evaluation.
Verify Approval Decisions with Field History and Attachments: Review and record the complete audit trail of your approval records by tracking your feed and the field history. Additionally, reviewers and submitters can attach relevant files to the approval records to minimize interruptions in the approval process.
New Invocable Action in Advanced Approvals: Skip manual decisions and approve automatically by providing an override decision at each approval step. Use the new invocable action to fetch related record details.
Increase Outreach Efficiency with Integrated Calling Tools: Equip your reps to make calls effortlessly via a dial pad, copy-paste, or a simple click-to-call function. This integrated approach not only increases your team's efficiency and reduces misdials, but also captures all call activity. With this data, you can better analyze and optimize your outreach strategies, leading to more effective sales engagement and an improved customer experience.
Scale Support Capacity by Integrating AI Agents: Reduce costs and customer wait time by using Agentforce Service agents to handle repetitive requests 24 hours a day. Your service reps can focus on more complex, high-value interactions.
Streamline Service Operations with Interactive Voice Response: Reduce service rep workload for low-complexity issues, reduce customer wait times and transfer rates, and improve first-call resolution with Interactive Voice Response (IVR). Your customers can use self-service options for simple tasks while also making sure that they’re intelligently routed to the correct service rep or department.
Align Your Brand Voice Using Configurable In-Call Media: Deliver a consistent, professional, and compliant caller experience while giving admins full control over in-call audio. Admins can configure, organize, and assign media file URLs for greetings, announcements, and hold music. This feature makes it easier to apply branded and compliance-related audio across multiple interaction points.
Directly Procure and Manage Numbers and Channels: Procure and configure new phone numbers in a few simple steps, eliminating setup delays and external vendors. Configure your default Caller Line Identification (CLI) so that your service reps can begin making calls immediately. Create an optimized customer service experience by routing inbound communications from various channels, like phone, SMS, and WhatsApp, to queues or flows.
Stay Compliant by Recording and Transcribing Calls: Remove dependency on third-party telephony partners and fulfill critical operational and compliance needs. Use transcription and recording to evaluate and train your service reps, maintain an authoritative record for dispute resolution, and adhere to regulatory compliance requirements. For granular recording and transcription capabilities, add specific actions to Omni-Channel flows.
Track Usage with Comprehensive Reporting: Gain end-to-end visibility into contact center performance with customizable, out-of-the-box historical reports in Command Center for Service. Supervisors can track trends, evaluate service rep and agent performance, and make data-driven decisions directly within the Command Center for Service along with viewing the current real-time insights.
Salesforce Voice: Manage every part of voice communication, from procurement to post-call analysis, with Salesforce’s new built-in voice offering. You get complete unification with Omni-Channel routing and simplified presence synchronization for your service reps. This unified experience is powered by several critical, seamlessly integrated components built directly on the Salesforce platform. Enjoy deeper customization, tighter alignment, and the ability to fully leverage Agentforce capabilities.
Simplify Agentforce Contact Center Feature Discovery and Setup: With Salesforce Go, you can discover, set up, configure Agentforce Contact Center features all from a single location in Setup. Learn more about features and get help with configuration by accessing content resources and links.
Streamline Communication with WhatsApp Voice Calls: Streamline support workflows, reduce telecommunication costs, and deliver a streamlined communication experience by enabling digital voice calls initiated directly from WhatsApp. Service reps can manage these calls alongside other channels in a unified Service console. This feature helps improve first-call resolution and customer satisfaction.
Discover Specific Agentforce Subagents and Actions in AgentExchange: Speed up development of agents by finding prebuilt Agentforce assets such as subagents and actions, on AgentExchange. You can find an Agentforce asset and add it to an agent without leaving Agentforce Builder by browsing the AgentExchange marketplace in the Asset Library.
Send Service Responses Faster with Agentforce Article Recommendations: Help your service reps quickly address customer messaging and voice conversations by automatically suggesting relevant knowledge articles. Agentforce Article Recommendations use Data Cloud vector search to match case context against your knowledge base, so service reps spend less time hunting for answers.
Manage AI Usage with Product-Based Unmetering: Product-Based Unmetering is a license-driven model that allows usage of specific Agentforce and generative AI features to be unmetered for assigned users based on their licenses. Product-based unmetering is a scoped version of global unmetering where unmetering applies to a defined set of features within a product.
Introducing Agentforce Voice Minutes Usage Type for Agentforce Voice: You can now track your Agentforce Voice usage in a predictable way with the Agentforce Voice Minutes usage type. Agentforce Voice Minutes usage type measures the duration of the call rather than the number of voice actions. This usage type only applies to a limited subset of eligible customers who have purchased a subscription to Agentforce Voice Minutes. Contact your Account Executive for more details on Agentforce Voice Minutes.
Embed Agentforce Employee Agent Experiences Across Salesforce and External Web Apps: Build and deploy conversational experiences for employee agents across Salesforce and external web apps. The Agentforce Conversation Client (ACC) suite provides a ready-to-use conversational interface for Salesforce Lightning and custom web applications via the Agentforce Conversation Client Web SDK (Beta). Use the ACC API for programmatic control to seamlessly open, close, and execute specific utterances from outside the conversation client.
Connect Agents to Your Knowledge Sources in the New Agentforce Builder: Build agents grounded in your unique business data with the predictability that your business demands. Now, you can use the Answer Questions with Knowledge action via an Agentforce Data Library in the new Agentforce Builder. Agents built in the new Agentforce Builder can access the knowledge you’ve added to their assigned data library, ensuring they provide the most accurate and up-to-date responses.
Let Agentforce Service Agent Take Actions with User Context in Enhanced Web Chat v2: With credential-based user verification, Agentforce AI agents in Enhanced Web Chat v2 sessions can now take actions in the context of the user, such as looking up orders or canceling them. This feature was previously only available for Enhanced Web Chat v1.
Agentforce Employee Agent: Master SLA performance and compliance with the comprehensive Agentforce SLA Summary.
Agentforce for Revenue Management: Support partner quoting with rule-based product recommendations and expand billing data access for internal teams. Improve invoice charge explanations for community users. Identify token over-consumption with automated generation of targeted token pack quotes.
Build and Scale AI Workflows with Agentforce Grid (Generally Available): Run cumulative workflows where every column advances your project from raw insight to completed work. New in this release are a Billing Calculator designed to help you estimate costs and run conditions so you can decide when to run a column. Also included are an increased scale to 1,000 rows in a worksheet and the ability to improve LLM responses with data from the web.
Build an Agent Script-Powered Agent End to End with the Updated Implementation Guide: The Agentforce Implementation Guide is our most comprehensive, hands-on resource for building agents on the Salesforce Platform. We’ve updated the guide for the new Agentforce Builder in Agentforce Studio. Follow along to build a more deterministic agent with Agent Script and see the power of hybrid reasoning in action. Take advantage of new testing capabilities with the enhanced preview and debugging experience in Agentforce Builder and the new Agentforce Testing Center in Agentforce Studio. Plus, learn how to get the most out of your agent with an updated Observability guide. Complete the implementation guide to get a fully functional customer-facing agent that can answer customer questions, create and update cases, and escalate to a support rep.
Agentforce IT Service: Learn about the latest features from Agentforce IT Service, the conversation-first IT service solution. Resolve issues instantly with AI-driven automation to shift from manual ticketing to proactive service. Improve employee productivity by eliminating routine tasks and streamlining IT operations through Slack and Microsoft Teams. Lower operational costs and elevate the employee experience with a unified platform powered by Agentforce.
Orchestrate Other Agents (Beta): Extend your agent’s capabilities with Multi-Agent Orchestration for Agentforce (Beta). Connect your agent with other specialized agents in your Salesforce org. Together they can collaborate seamlessly on complex tasks. By providing a single, unified point of contact, connected subagents help your users accomplish more without juggling multiple disconnected sessions.
Optimize Your Agents with Agent Platform Tracing: Agent Platform Tracing gives customers deep visibility into the execution and decision-making processes of their agents. By capturing and visualizing the intricate chain of steps, tool usage, and large language model (LLM) calls that lead to an agent's final output, this feature allows customers to effectively diagnose errors, understand unexpected behaviors, and pinpoint performance bottlenecks.
Export Agentforce Session Trace Data (Beta): Dig deeper into agent sessions with the new Agentforce Session Trace OTel API. Extract a single, unified JSON view of a full session trace. Then import the output into your favorite observability tool or OpenTelemetry Protocol (OTLP) collector for further investigation.
New Tag Limits for GenAIRequestTag Queries: For GenAIRequestTag queries in Einstein generative AI audit and feedback, Salesforce now enforces a maximum of 20 individual rows written per LLM request. Tags that exceed that limit appear in a single REMAINDER_TAGS row containing a JSON array. This improvement reduces consumption of Data 360 credits and streamlines data storage.
Boost SLA Compliance by Using Agentforce SLA Summary: Get a complete view of your Service Level Agreement (SLA) performance with Agentforce SLA Summary. Track essential metrics including SLA breach data and trends, milestone performance, and service representative workload and efficiency. Quickly identify risk indicators, monitor average response and resolution times against defined targets, and identify records that are closest to missing an SLA.
New Usage Types for Agentforce Speech: Gain deeper visibility into your AI-driven interactions with two new usage types: Speech-to-Text and Text-to-Speech. The new usage types apply to usage from dedicated standard actions, invocable actions, flows, or other AI-powered features. These usage types are metered independently of any other usage types to make sure there's no overlap in billing.
Agentforce Supply Chain: Improve and standardize supply chain business processes with speed, automation, and accuracy by using AI and AI-powered agents.
Easily Upgrade Agents from the Legacy Builder to the New Builder: Upgrade an agent from the legacy Agentforce Builder in Setup to the new Agentforce Builder in Agentforce Studio, with just a few clicks. Previously, you had to manually recreate your agent in the new builder. Now, you simply specify the agent and version that you want to upgrade, and then we create a new version in the new builder for you. The upgraded agent includes all of the original agent’s subagents, actions, system messages and settings, data, and connections, converted to Agent Script. Plus, after you upgrade, Agentforce can optimize your agent for Agent Script to improve your agent’s reliability and performance.
Keep Up with the Latest Agentforce Vibes Enhancements: We’ve heard your feedback! Agentforce Vibes IDE will now be available only in Salesforce Sandboxes, so you can keep experimenting and building in a safe environment. Access in production orgs has been turned off to keep Vibes focused where it’s meant to shine—inside your sandboxes. We release new versions of Agentforce Vibes IDE as needed.
Enable Voice Interactions in French with Agentforce Voice: We’ve expanded Agentforce Voice to include support for French. The additional language support allows voice-enabled agents to process and respond to spoken French, broadening the reach to your global customers.
Route Agentforce Voice Calls Using SIP: Take advantage of the internet’s cost-effective and flexible virtual connection. Route calls to an Agentforce Service agent using Session Initiation Protocol (SIP). This protocol transmits calls over the internet. Previously, you could route these calls with a Public Switched Telephone Network (PSTN) phone number only.
Agentforce Service Assistant: Expand the capabilities of Agentforce Service Assistant by adding the Case Feed and Messaging Session and Voice Call records as grounding sources to improve service plan accuracy and relevance. We've also added translation support, allowing service plans to be presented in the service rep's preferred language.
AI Agents for Service: With AI agents for Service, employees quickly complete common business tasks with Agentforce Employee Agent. Service reps close cases faster using case resolution guidance provided by Agentforce Service Assistant.
Get Your Agentic Sales Org Ready in a Few Clicks: AI-Powered Selling Initial Setup simplifies configuration for new and existing orgs. It automatically turns on base Sales features and agents and assigns your sellers the correct permissions. Your sales teams get a consistent, ready-to-use sales environment immediately.
Analytics: Analytics enhancements include new and updated features for Tableau Next, Lightning reports and dashboards, Data 360 reports and dashboards, CRM Analytics, Intelligent apps, and Tableau.
Apex: Run only Apex tests that are relevant to a deployment by using the RunRelevantTests (beta) test level. Apex cursors and pagination cursors are enhanced and generally available. Extract picklist fields by using the ConnectApi.RecordUi.getPicklistValuesByRecordType() method. Exposing Apex REST and AuraEnabled controller methods as agent actions is generally available. The Blob.toPdf() method uses the same PDF rendering service as Visualforce. Prepare your Apex code for changes to sharing recalculation behavior. Filter Test Discovery API results by using the category query parameter. Specify the number of oldest, completed async jobs to delete by using the method overload for purgeOldAsyncJobs().
Use DataWeave in Transformations with Nested SOQL Queries: DataWeave supports nested SOQL queries, which improves development time and enables easy integration and efficiency with your transformations. We delivered this feature due to your idea on IdeaExchange.
Run SOQL Queries in User Mode as the Automated Process User: In API version 66.0 and later, you can now run SOQL queries containing the WITH USER_MODE clause as the Automated Process User. In API Version 65.0 and earlier, such queries fail unless they are run explicitly in system mode.
Provide Visible No-Argument Constructors for Custom Apex Classes Used as Invocable Action Parameters in API Version 66.0 and Later: If you haven't enabled the Enforcing No-Argument Constructor release update, a versioned change now implements this requirement. Starting in API version 66.0, Apex classes used for invocable action parameters must have a visible no-argument constructor. The constructor must be public for non-packaged classes or global for packaged classes invoked from outside the package. Use API version 65.0 or earlier with the release update disabled to maintain the previous behavior.
Use Apex Cursors for Expanded SOQL Query Result Support (Generally Available): Use Apex cursors and pagination cursors to work with large SOQL query result sets in manageable parts. This feature, now generally available, includes enhancements since the beta release. Standard cursors, when combined with queueable Apex, address the limitations of batch Apex. Pagination cursors are designed for UI elements, such as multipage record lists. Both Apex cursor types can traverse forwards and backwards through result sets and can handle high-volume, high-resource processing.
Extract Picklist Values Based on Record Type: Get the values for all picklist fields for a particular record type by using the new ConnectApi.RecordUi.getPicklistValuesByRecordType(objectApiName, recordTypeId) method. We delivered this feature due to your idea on IdeaExchange.
Specify the Number of Async Jobs to Delete: Use the new method overload for purgeOldAsyncJobs() to specify the number of oldest, completed async jobs in your org to purge. Providing an upper bound for the number of records to delete enables incremental progress when large volumes of records are to be deleted.
Deploy Apex Components Faster by Running Only Relevant Tests (Beta): To reduce Apex component deployment time, use the new RunRelevantTests test level to run only the tests relevant to your code changes. This feature automatically determines which tests to run based on an analysis of the deployment payload and the payload dependencies. For fine-grained control, you can annotate test classes so that they either run regardless of the deployment payload, or run when specified components are new or modified. This targeted approach boosts the speed and reliability of your deployment while maintaining code quality and coverage requirements.
Review Apex Code for Changed Sharing Recalculation Behavior: To help you prepare your Apex code for changes to sharing recalculation behavior, Salesforce created a release update that walks you through identifying and fixing affected code. For more information, review the related release note and the Update Apex Code and Flows for Changed Sharing Recalculation Behavior release update in Setup.
Use Visualforce PDF Rendering Service with Apex Blob.toPdf() (Release Update): With this update enabled, the Apex Blob.toPdf() method for PDF rendering uses the same rendering service as Visualforce. The Visualforce PDF rendering service offers improvements such as additional fonts and multibyte character support. This change makes PDF rendering more consistent on the Salesforce Platform.
Filter Test Discovery API Results by Test Category: To retrieve only flow tests or only Apex tests, use the new category query parameter in calls to the Test Discovery API endpoint. Previously, you could filter tests only by namespace prefix and test method visibility. Filtering by test category is helpful in orgs with large test suites across different namespaces.
Optimize Code with ApexGuru: ApexGuru is now available in Salesforce Code Analyzer for VS Code and Code Builder, offering inline visibility into performance hotspots while writing Apex. Scan Apex classes directly in the IDE, receiving inline recommendations with context and severity.
API: Learn about improvements, new capabilities, and important announcements in API version 66.0.
MuleSoft API Catalog for Salesforce: Centralize and manage your APIs and Model Context Protocol (MCP) servers in one place with API Catalog. Bring in APIs from sources like MuleSoft, Heroku, and Apex to create connections and activate actions for Salesforce automations. Also view, create, and activate Salesforce MCP servers and sync MuleSoft MCP servers for use in Agentforce.
Map Your Custom Flows and Apex Actions to MCP Server Tools: Use API Catalog to map your custom flows and Apex invocable actions to tools in your custom Salesforce MCP servers. Quickly make your custom business logic available for use as MCP server tools.
View Apex REST APIs in API Catalog and Activate Actions (Generally Available): With the Apex REST integration with API Catalog, which is now generally available, you can bring Apex APIs into your API catalog. In your Apex code or by using API Catalog, you can activate and make invocable and agent actions available to use.
View AuraEnabled APIs in API Catalog and Activate Actions (Generally Available): With Apex AuraEnabled support in API Catalog, which is now generally available, you can bring your Apex AuraEnabled APIs into your API catalog. Activate actions to make the Apex AuraEnabled controller methods available as actions to use in Agentforce.
View External Services in API Catalog: REST API specifications added in the External Services page automatically appear in your API catalog's External Services list view. View details and activate actions by using API Catalog, but head back to External Services to edit API details.
Manage MuleSoft Sync in API Catalog: Control your MuleSoft sync directly from your API catalog. Stop and restart the sync without using background operations.
Create and Manage Salesforce Hosted MCP Servers: Create and manage Salesforce hosted Model Context Proxy (MCP) servers in API Catalog. View a list of standard and custom MCP servers and create custom servers.
View Named Query APIs in API Catalog and Activate Actions (Beta): With Named Query API support in API Catalog, which remains in beta, you can bring your Named Query APIs into API Catalog. Activate actions to make the Named Query APIs available as actions to use in Agentforce.
Data 360 SOQL Query Results Are Limited to 12-MB at a Time: To prevent large queries from crashing the app server, Data 360 limits Salesforce Object Query Language (SOQL) results to 12-MB. SOQL returns the results up to the size limit with a query more link to paginate through the rest of the results. If a single query result exceeds the size limit, SOQL rejects the query and you can’t retrieve the results.
EventBusSubscriber Object’s Position and Tip Fields Are Being Deprecated: The EventBusSubscriber object’s Position and Tip fields are being deprecated. They are being replaced with the new fields LastProcessed and LastPublished. The field type is changing from int to string in order to handle large replay IDs. We recommend updating your code to use LastProcessed and LastPublished to avoid issues when the replay ID exceeds the maximum integer size.
Invocable Actions: Invocable Actions represent the actions that can be accomplished on Salesforce with APIs.
Metadata API: Access more metadata through these new and changed metadata types.
Metadata Deployments and Retrievals Have New Limits: To maintain predictable performance, we're now applying limits to the volume of metadata deployed and retrieved for four specific metadata types: AIAuthoringBundle, AnalyticsDashboard, AnalyticsWorkspace, and AnalyticsVisualization. These limits restrict the number of metadata components allowed within a single package zip file, and the total number of deployments or retrievals permitted within a 24-hour period.
New and Changed Standard Platform Events: Receive real-time notifications from Salesforce by subscribing to the channels of these new and changed standard platform events.
REST API: These calls are new, changed, or deprecated in Platform REST API version 66.0.
Calls to Invocable Actions Are Validated for Constructor Visibility Requirements in API Version 66.0 and Later: Starting in API version 66.0, REST API calls validate that custom Apex classes used as invocable action parameters have visible no-argument constructors. If the constructor isn't visible with appropriate access modifiers, the API call fails. This versioned change applies to Salesforce if you haven't enabled the Enforcing No-Argument Constructor release update. Previously, API calls succeeded even if the constructor wasn't visible. In API version 66.0 and later, the API call fails if the constructor lacks appropriate access modifiers.
Sending Session IDs in Outbound Messages Is Being Removed: To align with modern security best practices, you can no longer send session IDs in outbound messages starting February 23, 2026. Instead, use OAuth to authenticate. When this change goes into effect, the new outbound message form won't include the option to send a session ID, the IncludeSessionId flag in the API will be ignored and set to FALSE, and the <sessionID></sessionID> element of an outbound message payload won't include a session ID.
Tooling API: Filter Test Discovery API results by using the new category query parameter. Access more metadata through new and changed Tooling API objects.
AppExchange: Configure new Trialforce Source Org (TSO) branded login pages before Summer ’26.
Review and Comply with Connected App and ECA Security Requirements: To ensure the highest level of trust and security for Customer Data, Salesforce is further strengthening security controls. We’ve added two additional mandatory OAuth security requirements for Connected App (CA) and External Client App (ECA) solutions. These mandatory requirements must be implemented by partners by May 2026.
Configure New Trialforce Login Pages Before Summer ’26: If you plan to configure a new branded login page for your AppExchange solution’s Trialforce Source Org (TSO), complete the configuration before Summer ’26. With that release, existing branded login pages continue to work but you can’t configure new branded login pages.
Secure Your Connected App and External Client App Solutions: All AppExchange Partners must follow new security requirements for Connected App (CA) and External Client App (ECA) solutions to ensure the highest level of trust and security for Customer Data. These requirements apply to any Connected App or External Client App that is included or used in connection with a Partner Application, provided or created by the Partner, and in use by more than two customer production orgs. These updates include mandatory Proof Key for Code Exchange (PKCE) and Refresh Token Rotation (RTR) enablement to prevent authorization code interception and token theft. Implementing these standards ensures these CAs or ECAs meet the latest Salesforce security protocols and safeguard Customer Data. Failure to comply may result in the Partner Application’s AppExchange de-listing and/or Salesforce’s temporary or permanent suspension of the Partner Application’s interoperation with Salesforce’s services.
Discover AgentExchange Solutions Faster with Improved Search Capabilities: Find the right solutions on AgentExchange by typing your search queries using natural language. The intent-first semantic search capability understands your business goals by providing dynamic guidance as you type, to speed up your discovery process.
Expertise Tab Removed from Consultant Listings: To stay current with the updated Salesforce Partner Program, we’re removing the Expertise tab from consultant listing pages and transitioning to the new Partner Finder (Navigator) experience.
Automate the Selling Lifecycle with the AgentExchange Go-To-Market App: Provide a cohesive purchasing and billing journey for your customers by orchestrating the entire selling lifecycle within the Salesforce Platform. The Go-To-Market app reduces operational overhead by automating provisioning, payment collection, and payouts. Create compelling private offers with custom pricing to drive growth and shift your team’s focus from administration to innovation.
Find Solutions Faster with the New AgentExchange: Introducing the new AgentExchange, a unified destination for agents, apps, and experts across Salesforce and Slack. We’ve combined AppExchange, AgentExchange, and Slack Marketplace into a single solution engine to help you find and deploy tools faster. New semantic search capabilities and personalized recommendations within Agentforce Builder help you discover the right solutions for your specific business needs.
Speed Up Agentforce Listing Creation: Draft and publish your listings faster. When you upload a new solution, the Partner Console scans its agents, subagents, and actions to populate the listing. You can review and change the descriptions before you publish your listing. If you update to a new version, all your previous customizations stay exactly as they are.
AppExchange Partners: AppExchange partners must follow new security requirements for Connected App (CA) and External Client App (ECA) solutions to better protect integrations.
Let Customers Request Private Offers Directly from Your AgentExchange Listing: Partners enrolled in the AgentExchange Partner Program can now turn on the Request Private Offer button on their AgentExchange listing. By selecting the button, customers can initiate a private offer conversation without leaving the marketplace. Providing a direct path for these requests increases lead generation and shortens the sales cycle.
Request Custom Pricing Directly from AgentExchange Listings: You can now initiate private offer discussions directly from a partner's AgentExchange listing. This feature simplifies how you negotiate custom terms and pricing, so you can start the conversation without ever leaving the marketplace.
Actionable Relationship Center: View many-to-one relationship type records on an Actionable Relationship Center (ARC) graph.
Visualize More Relationships on an ARC Graph: Show records related to each other via a many-to-one relationship type in ARC. The many-to-one relationship type uses a lookup relationship to link many records from an object to a single record from another object. In ARC, it shows a lookup field from the child node to the parent node. You can add one-to-many or many-to-many nodes to the child node. Previously, you could create an ARC graph by using only one-to-many or many-to-many relationship types.
Archive App: Manage growing data volumes and improve system performance by autoarchiving old or inactive data. Keep only important and reliable information in production.
Anonymize Archived PII - for Compliance (Beta): Anonymize personally identifiable information (PII) directly in archived records to comply with Right to Be Forgotten (RTBF) requests and meet data retention obligations. Anonymize Archived PII (beta) replaces sensitive fields with non-identifiable placeholders so that data remains available for audits and analytics.
Import Data from Your Local Drive: You can now import data directly to your local drive. This feature is limited to data only and doesn't support importing files from a local machine.
Migrate to the Archive App for Enhanced Infrastructure: Transition from the Archive Managed Package to the Archive app to get the latest infrastructure updates. This two-phase migration includes automated preparation and a scheduled cutover with zero downtime. Following the cutover, you have a 30-day grace period to update configurations, including custom permissions and Apex references.
Align Accounting Subledger with Your Institution’s Data Strategy: Adopt Data 360 to align financial data processing with your broader data architecture. Switch between Data 360 and CRM Analytics as the runtime for the Accounting Subledger Data Processing Engine without the need to reconfigure entire job definitions. Use either platform to manage accounting operations based on performance, scale, and licensing, and as needs evolve.
Enhance Proactive Customer Service with Agentforce: Improve proactive customer service by using the enhanced features of the Asset Service Estimation agent topics as part of the Asset Service Management agent. Efficiently select price books for a chosen service work type, the relevant products and their quantities. Choose to specify a different coverage for each product and simplify the process of incorporating asset warranties, entitlements, or service contracts. Create a more enriched quote with the specific discount details for each selected product. Create work orders with an asset’s account ID and with the asset name and work type name in the subject
Improve Order Fulfillment Accuracy with Inventory Allocation: Manage inventory allocation for sales orders and work orders across multiple locations with accurate, real-time visibility. View stock statuses, such as on-hand, allocated, and available, and soft-reserve inventory for specific orders. Assign inventory to orders to prevent overcommitment and maintain accurate inventory visibility, even during high-volume, concurrent transactions. This helps prevent stock conflicts, improves tracking accuracy, and supports smarter, more efficient fulfillment decisions.
Manage Asset Recall Inquiries Using Prebuilt Service Templates: Use prebuilt service process templates to handle asset-related recall inquiries, such as eligibility questions or dealer appointment details. These templates help Original Equipment Manufacturers (OEMs) accelerate implementations, enabling faster deployments and improving operational efficiency. Easily view the list of assets for the selected customer account, check whether a specific asset is part of an active recall, and share details of the relevant authorized service partners. A case is created and automatically closed post fulfillment of the service process request and an email is sent to the customer with the relevant recall inquiry details.
Access Claims from Product Service Campaign Items: View claims on a product service campaign item record. Assign a related list and access the claims associated with a particular product service campaign item.
Streamline Inventory Counting Across Locations: Easily manage inventory counts across hierarchical structures, such as warehouses or service fleets, without creating separate plans for each room, aisle, or field service vehicle. Using the Location Hierarchy, you can easily define parent and child locations, so selecting a parent location in a plan automatically displays all its associated child locations. Inventory managers can then select child locations and bulk add or choose product items to create a single, comprehensive inventory count plan.
Agentforce for Timesheets and Labor Cost Optimization: Improve the productivity of your service resources by integrating Agentforce AI capabilities into your workforce management processes. Service resources can use dedicated Agentforce actions to create, manage, and verify their timesheets efficiently.
Manage Timesheets and Timesheet Entries with Agentforce: Service resources can now record their activities, such as work, drive, and break times. They can also access a comprehensive view of timesheet data, including status and validation errors, to resolve issues. Furthermore, they can seamlessly initiate the verification or submission process for their timesheets.
Associate Assets and Equipment with Timesheets: Track the usage of heavy equipment and other assets by associating them directly with timesheets and individual timesheet entries. Field technicians can now input asset details when creating or updating their timesheets.
Capture Details with Configurable Forms: Enhance data collection in the field by configuring data capture forms on the Field Service mobile app. By using Flows and Lightning Web Component cards, you can create custom forms for technicians to capture specific details on the home page and the Timesheets page.
Control Timesheet Entry Field Visibility: Align the Timesheets app with your operational needs by controlling the available fields for technicians. You can now configure specific fields, such as a custom picklist for delay reasons, to appear when a technician creates or edits a timesheet entry.
Timesheet and Labor Cost Optimization Enhancements: Enable field technicians to associate assets with timesheets and capture detailed information by using configurable forms. Technicians can update verified timesheets to maintain accuracy, while supervisors and admins control the visibility of entry fields to match operational needs. Service resources can use Agentforce to handle time-tracking tasks like creating and verifying timesheets.
Update Verified Timesheets: Keep timesheets accurate without waiting for supervisor approval to reopen them. Field technicians can now add, update, or delete timesheet entries even after a timesheet is in the verified state. When you add a new entry to a verified timesheet, the system updates the start and end times of the parent timesheet entry.
Asset Management: Streamline, simplify, and upgrade your inventory operations and enhance service efficiency with the Asset Management features.
Agentforce for Automotive: Enhance sales productivity and proactive customer service by using the Industries Sales Assistance and Asset Service Management agents. Sales reps can automate tasks like searching for products, accessories, and parts, creating opportunities with dealer mapping, and generating quick quotes with manual discounts. Service reps can efficiently manage service estimations, incorporating price books, product coverage, and warranties to produce enriched, detailed customer quotes.
Efficiently Manage Coverages for Proactive Customer Service: Improve proactive customer service by using the enhanced features of the Asset Service Estimation and Vehicle Service Estimation agent topics as part of the Asset Service Management agent. Efficiently select price books for a chosen service work type, the relevant products and their quantities. Choose to specify a different coverage for each product and simplify the process of incorporating asset warranties, entitlements, or service contracts. Create a more enriched quote with the specific discount details for each selected product. Create work orders with an asset’s account ID and with the asset name and work type name in the subject.
Boost Sales Productivity with Industries Sales Assistance: Search for products and relevant accessories, find relevant dealers that sell them, create a single opportunity for multiple selected products, and manage trade-in requests for assets with the Industries Sales Concierge agent topic. Use the enhanced features of the Automotive Sales Concierge agent topic, now a part of the new Industries Sales Assistance agent template, to support more AI-assisted task automation and increase productivity of sales reps. Search for and select relevant accessories for a vehicle. Search for dealers that sell a particular vehicle and choose to capture the details as opportunity preferred seller records. Create a quote and add manual discounts as required.
Expand Automotive Data Access and Mapping: Utilize file-based data kits to access data streams, data model objects (DMOs), and mappings for Automotive business use cases. Use four new DMOs, Inventory Serialized Product, Lead Line Item, Business Profile, and Account Location to support newer analytics by using Tableau Unified Analytics and other relevant use cases in data cloud.
Automotive Finance: Enable efficient Payment Deferral service process request intake through guided Omniscript forms for customers and service reps. Enhance lending processes with the Funding Workbench app for post-contract document review. Improve the dealer experience by simplifying document upload, task management, and communication for loan contract finalization.
Optimizing Automotive Loan Funding with Funding Workbench: Enhance your Automotive lending process with the Funding Workbench console by managing post-contract document reviews. The Funding Workbench console provides a single location for funding analysts to view all the required documents uploaded by dealers, execute and assign related tasks to finalize the funding for a customer’s loan or lease. They can also upload and associate relevant documents with action items for dealers to work on missing requirements. Optimize task and work-flow management system while fostering seamless collaboration between stakeholders.
Execute Post-Contract Review Tasks from Dealer Portals: Increase efficiency of automotive loan contracting processes and improve partner experience. Dealers can easily upload documents required for loan or lease contracts by using the Funding Workbench console on an Experience Cloud site. Post review of the contract terms from a funding analyst, dealers can view the tasks or sub-tasks assigned to them with simplicity and fulfill the missing requirements and help finalize the funding for a customer’s loan or lease.
Defer a Customer's Payments in a Single Flow: Streamline the intake and fulfillment of payment deferral requests for automotive loans or leases by using a prebuilt service process. Use the sample APIs to perform a customer’s eligibility check and enroll them into the deferral program. Service reps can quickly initiate a service process request on behalf of customers by using the Payment Deferral template from Unified Catalog, improving customer service quality and reducing turnaround time. They can also initiate a request through the Asset Finance Management agent. Furthermore, customers can access the Omniscript-based form on the Experience Cloud site and log a request to defer payments due to unforeseen circumstances.
Streamline Recall Inquiries with a Prebuilt Service Process: Simplify the intake and fulfillment of recall inquiry service process requests by using a prebuilt screen flow. Customer support reps can efficiently verify an asset's recall status and assist customers in locating authorized dealers for booking appointments. Easily view the list of assets with an open recall for a customer account, and check its relevant details such as the associated product service campaign and the preferred partner. A case is created and automatically closed post fulfillment of the service process request and an email is sent to the customer with the relevant recall inquiry details.
Accelerate Automotive Feature Discovery and Setup: Discover, set up, and configure Automotive Agentforce agents such as Asset Finance Management, Industries Customer Engagement, and Industries Sales Assistance with more efficiency by using Salesforce GO. Manage Automotive finance processes by setting up Vehicle and Asset Lending and other related features from a single location. Discover common components such Record Alerts, Events and Milestones, Discovery Framework, and Complaint Data Sharing to streamline Automotive business operations. Enable cross-cloud features such as Inventory Count, Actionable Event Orchestration, and Inventory Search and Transfer to deliver better service.
Associate Vehicles and Assets to Fleets Faster: Easily associate vehicles or assets to a new fleet or an existing fleet, from a fleet record page, or an asset or vehicle list view. Search for vehicles using Criteria-Based Search and Filter and assign them immediately to an existing fleet based on the search result. Ensure efficient fleet management, optimizing workflows for fleet managers and inventory specialists.
Enable Stage Management for Key Automotive Objects: Implement stage management across critical Automotive objects such as Appraisal, Fleet, Vehicle, and Product Service Campaign Group Definition. Provide a structured, traceable, and controlled process for managing the life-cycle of Automotive business operations through defined stages. Maximize service efficiency, reduce turnaround time, and enhance customer lifetime value.
Automation: Compose intelligent workflows with Flow Builder and Flow Orchestration. Integrate across any system with Flow Integration. Get help from AI to optimize and automate your supply chain business processes with Agentforce Supply Chain.
Streamline Your Business Processes with Agentforce Supply Chain: Agentforce Supply Chain (formerly known as Regrello) transforms supply chain business processes with automated workflows. Use AI-generated blueprints and email-integrated work to improve operational accuracy and simplify partner collaboration.
Flow Approval Processes: Complete approval step screen flows in Flow Builder while debugging flow approval processes without leaving Flow Builder. Start an autolaunched flow approval process from the new Request Approval component and let the submitter select the first approver.
Complete Approval Work Items in Flow Builder While Debugging: While debugging a flow approval process, open an approval work item directly on the canvas from the approval step’s card. After you complete the work item, the orchestration run resumes. Completing approval work items via email or by using the Review option from the Approval Work Items quick menu is unchanged.
Add Approval Submissions to Record Pages Without Custom Buttons: Add a component for your users to submit records for approval without you creating a custom button. The Request Approval component works in both Lightning App Builder and Experience Builder. Configure built-in options for approver selection and submission comments.
Debug Specific Segments of Flow Approval Processes: Accelerate testing by debugging only a targeted stage or segment of your flow approval process. Define a start point to skip earlier elements, an end point to stop at a specific stage, or both to target a segment. When you set a start point, use the Configure Test Input tab to set input values for steps that rely on outputs from skipped stages or steps. To debug a single stage, set it as both the start point and the end point.
Control Which Flow Approval Process Steps to Run in Debug Mode with Test Output: Use test output to debug flow approval process steps selectively in default mode. Skip steps that you don’t want to run to focus on specific parts of your flow approval process. This capability, previously called Manually Set Output, was available only in rollback mode. The Configure Test Output tab replaces the Configure Debug tab.
View Flow Approval Process Automation Usage in the Approvals Lightning App: Quickly identify dependencies for your flow approval processes with the new Usage subtab. Select the Manage All Flow Approval Processes tile to open the All Flow Approval Processes list view. Select a flow approval process or version, then click Usage. The subtab shows automations that the selected item uses or automations that use the selected item.
Automation Lightning App Updates: Find which Agentforce agents and prompt templates reference standard and custom invocable actions by using the Action Hub tab in the Automation Lightning app. Gain visibility into flow performance with the new Flow Logs tab in the Automation Lightning app.
See Where Actions Are Used in Agentforce Builder and Prompt Builder (Beta): Find which Agentforce agents and prompt templates reference standard and custom invocable actions by using the Action Hub tab in the Automation Lightning app. Previously, the Action Hub tab only showed action usage across Flow Builder. Check the Usage tab to view specific agents and prompt templates that reference an action before you make changes. Track execution counts for flows, Apex, and REST invocations that use this action.
Set Up and Monitor Flow Logging in One Place: Gain visibility into flow performance with the new Flow Logs tab in the Automation Lightning app. Data 360 stores flow run metrics and provides real-time flow performance insights. Use the Flow Logs tab to set up Data 360, configure flow logging, and track performance for enabled flows.
Flow Builder: Modify record-triggered and scheduled-triggered flows with Agentforce. Navigate through Flow Builder with collapsible paths and new mouse controls. Sort and edit records in the Data Table screen component. Customize screen flows with component-level style overrides. Send messages to large audiences and use Wait elements in asynchronous broadcast flows. Use decisions, exit rules, reentry conditions, and more in activation-triggered flows. Send Marketing Cloud Engagement emails in segment-triggered, event-triggered, activation-triggered, and broadcast flows. Trigger automation event-triggered flows when records related to an individual are changed.
Flow Builder Updates: Make changes to record-triggered and scheduled-triggered flows using natural language. Make navigating the Flow Builder canvas easier with collapsible branching paths and more intuitive mouse scrolling controls. Access the Agentforce panel without admin setup.
View Action Input Descriptions More Easily: Save time configuring flow actions. You can now hover over the infobubble next to an action input variable to view its description without including it. Upfront informational text helps you quickly understand why to use an input before deciding to assign it a value.
Set Up the Agentforce Panel Without Admin Configuration: Users can now quickly transition to the Agentforce panel and access new features such as creating, summarizing, or evolving a flow. This feature doesn’t consume generative AI credits.
Decision Logic Labels Were Updated for Clarity: The labels for the Decision Logic section of the Decision element were changed to Define Manually (Default) and Define with AI (Advanced). The new labels clarify that defining conditions manually is the first choice when working with structured data. When you can't define conditions because you're working with complex or unstructured data, use AI.
Send Mass Notifications or Wait for Events with Asynchronous Broadcast Flows: You can now set broadcast flows to run asynchronously. By running the flow asynchronously, you can send notifications to larger audiences or to add Wait elements to the flow. That means you can resume the flow after a certain event triggers, like if a customer opens an email.
Simplify Your Flow Builder Layout by Collapsing Branching Elements: Manage complex flows more efficiently by hiding unnecessary detail on the canvas. Now you can collapse and expand branching elements with Flow Builder, including Wait, Decision, Loop, Path Experiment, and Async Actions, helping you focus on the key parts of your flow. To ensure a consistent workflow, Flow Builder remembers your specific expand and collapse preferences. This layout is saved automatically and locally in your browser, making it easier to return to your work without changing the view for other users.
Evolve Flows Iteratively with Agentforce: Improve and modify existing record-triggered and schedule-triggered flows by using natural language without starting from scratch. Use conversational prompts in the Agentforce panel to add, modify, and delete elements in a flow. This feature doesn’t consume generative AI credits.
Navigate Large Flows Faster by Collapsing or Expanding All Elements: Collapse or expand all multiple-path elements, such as Wait, Decision, Loop, Path Experiment, and Async Actions, on the Flow Builder canvas with one click. This feature simplifies your view so that you can reduce visual clutter and focus on the important parts of the flow. You can still expand or collapse individual elements as needed. Flow Builder remembers your current layout automatically, even if you leave the flow. This layout saves locally in your browser, so you can pick up where you left off without changing the view for other users.
Get More Accurate Draft Flows with AI (Generally Available): Agentforce breaks down your business requirements into specific tasks and gives generative AI-specific instructions on how to complete those tasks, making your record-triggered or schedule-triggered flows more accurate. Enter your instructions and let AI do the work. You can also use and modify the sample instructions and then generate the draft flow.
Navigate Flow Builder Faster with Enhanced Scrolling: Navigating the Flow Builder canvas is now quicker and more intuitive. Previously, moving around the Flow Builder canvas required you to click and hold (grab and move) to pan across the elements.
Tailor Screen Flows to Your Audience with Component-Level Styling Overrides: Deliver a personalized screen flow experience to your customers. Customize a variety of style properties for your screen flows, like background color, border color, border weight, border radius, text color, buttons, and more. Any styling changes you set override your org or Experience Cloud site’s default theme.
Edit Records Directly in the Data Table at Runtime: Configure the Data Table component of a screen flow to support record editing at runtime. Previously read-only, the Data Table component now lets users modify values for specific field types. Confirmed changes are stored in the editedRows output parameter, making it easy to update records in Salesforce.
Find and Select Flow Resources More Easily in Screen Flows: Flow Builder extends the enhanced resource selection experience to screen elements. For example, improved grouping makes it easier for you to find the resources that you need, user-friendly labels are shown instead of API names, tooltips with descriptions are available so you know more about what resource you’re selecting, and the search experience allows for nested searches with breadcrumbs to keep track of where you are.
Open Screen Flows in Lightning Experience with a URL (Generally Available): Launch screen flows in Lightning Experience and Lightning console apps with a new standardized URL format. Opening flows in Lightning has several benefits, such as faster performance, keeping your users in Lightning console apps, and providing a more consistent browser experience. You can also pass information into your flow through its URL. The new URL format also supports the Salesforce Cosmos theme, and flow local actions.
Screen Flow Updates: Sort and edit records in the Data Table component at runtime. Customize screen flows with component-level style overrides. Add colorful, a11y-compliant text to your screens with the new Message component. Streamline document-based screen flows with the File Preview component. Visualize and track progress with the Kanban Board component (beta).
Visualize and Track Record Progress with Kanban Boards in Screen Flows (Beta): Use the new Kanban Board component to show records as cards in columns that represent workflow stages, without custom Lightning implementations. Your users gain instant visibility into record progress and record details without leaving the flow. The Kanban Board is read-only, so users can’t drag cards between stages at run time.
Organize Data Table Records with Column Sorting at Runtime: Enable users to organize their view of records directly in the flow screen. By clicking column headers, users can sort records alphabetically or numerically at runtime. Previously, the Data Table component displayed records in a fixed order, requiring users to scan manually to find what they needed.
View Subflow Input and Output Variable Descriptions More Easily: The infobubbles for subflow output variables now show the custom description set by the admin or developer. If no custom description is defined, improved default text guides you to assign a resource. Additionally, view descriptions for a subflow’s input resources in an infobubble even if the resource isn’t included. Previously, you had to enable the input resource to know whether you needed it.
Flow Data 360 Updates: Send messages to large audiences and use Wait elements with asynchronous broadcast flows. Use decisions, exit rules, reentry conditions, and more in activation-triggered flows. Access segment-triggered, automation event-triggered, and on-demand flows with a Data 360 license.
Flow Testing and Debugging: Save debug configurations when you save changes to a flow. Reuse tests from old flow versions.
Retain Debug Configurations Within Flow Editing Sessions: Preserve debug configurations when you save changes to your flow. Debug inputs such as triggering record values, debug options, and input variable values now remain set when you save flow changes within your Flow Builder session. Refreshing your browser or closing Flow Builder clears all debug settings. To clear debug settings manually, click Reset Debug Settings.
Assign Flow Tests to Specific Flow Versions for More Control: Reuse tests from previous flow versions if the scenario still applies to a new version. Align flow tests precisely with each flow version so updates don’t cause incorrect results from other flow versions.
Flow Extensions: Navigate to screen flows or autolaunched flows in Lightning Experience from custom Aura and Lightning web components.
Preview Files Natively in Screen Flows: Eliminate friction in document-based processes by enabling your users to review file content directly within a screen flow. The new File Preview screen component removes the requirement to download files externally, ensuring more streamlined document review and approval workflows.
Navigate to Flows in Lightning Experience from Custom Lightning Components: You can now navigate to a screen flow or autolaunched flow in Lightning Experience from a custom Aura or Lightning web component. Your Lightning component developer uses the Aura lightning:navigation component or the lightning/navigation Lightning web component to navigate to the new Standard Flow PageReference type or generate a URL from the PageReference type.
Flow Marketing Cloud Updates: Send Marketing Cloud Engagement emails in segment-triggered, event-triggered, activation-triggered, and broadcast flows. Trigger automation event-triggered flows when records related to an individual are changed. Get more control over schedule-triggered flows with more granular scheduling options. Use contact point selection rules to make sure your messages get to the right person. Send email messages using activation data.
Automate Marketing Cloud Engagement Emails from Flow Builder: Send Marketing Cloud Engagement emails via segment-triggered, event-triggered, activation-triggered, or broadcast flows. The Send Marketing Cloud Engagement Email action efficiently targets Data 360 audience segments using your existing Marketing Cloud Engagement content and settings without requiring segment activation or data replication.
Ensure Recipients Don’t Get Duplicate Messages: Use contact point selection rules to send messages to the right individual record and a single messaging contact point. This update improves message precision. The update also enables flows to retrieve contact points from source systems, so that a contact point can be selected even if identity resolution or the data graph has not been refreshed.
Run Segment-Triggered Flows at The Right Time with More Scheduling Options: Run segment-triggered flows on customizable schedules for more control and precision. For example, run a flow every hour to ensure you're working with the latest data, or schedule flows to run only on weekdays to avoid weekend sends. New scheduling options include Hourly, Daily on Weekdays, Weekly on specific days, Monthly on specific days, and Yearly.
Use Flows with Data 360 Licenses and Increased Rate Limits: Use segment-triggered, automation event-triggered, and on-demand flows in Data 360 with a Data 360 license. For example, create flows that trigger on segments or events or trigger flows via API from external systems. Create and use custom automation events in your flows. Data 360, Marketing Cloud Growth, and Marketing Cloud Advanced customers can now process up to 15 million actions per hour per org.
Test Multiple Records in Segment-Triggered Flows in Debug: Test up to 10 records simultaneously. Use the debug panel to instantly verify how different customers move through your flow. This update helps you quickly identify issues across diverse customer profiles before activation.
Control Path Selection When Debugging Path Experiments: Configure the Path Experiment element to randomize path assignment or manually select a winning path while debugging. Randomization is the default, but you can validate specific paths without relying on chance by using manual selection. With the manual selection configuration, you can test the exact path you want to validate.
Stay Informed About Path Experiment Outcomes: Users who activate flows now receive automatic in-app notifications when path experiments are completed. Notifications cover winner selection, fallback handling, and inconclusive outcomes. This change keeps flow creators informed without requiring additional setup. If the activating user is deactivated, no notification is sent.
Personalize and Debug On-Demand Flows with Apex: Personalize on-demand flows with Apex code and control processing priority when triggering flows via API. Select specific individuals and contact points to target messages. Debug flows with built-in debugging tools to test logic and identify issues before activation. Access help documentation from the start node to understand configuration options and best practices. These updates provide more flexibility for customizing flow behavior and faster troubleshooting during development.
View Path Comparison Analytics in Path Experiment Element: Monitor path experiment results without leaving the Flow Builder canvas. The new Analytics tab in the Path Experiment element panel shows total participants, metrics, and confidence levels for path comparison. Monitor experiment results at a glance with this embedded summary, which is consistent with analytics available in other flow elements. To see in-depth analytics, click View Analytics.
Remove Individuals from Flows Externally via API: Remove individuals from flows when external systems trigger exits via API. For example, exit customers from flows when they complete an order or when they reach a specified status. This update provides more flexibility to coordinate flow exits with external systems.
Get More Targeted Segments in Segment-Triggered Flows: Create segment-triggered flows with segments built on Individual data model object (DMO) and engagement records, not just a Unified Individual DMO. For example, create a segment of all contacts converted yesterday. This update enables more precise targeting and provides access to engagement-specific data like order details or registration information.
Send Email Messages Using Activation Data: In activation-triggered flows, to include data from the activation in the Send Email Message action, use the $ActivationData variable in the email.
Trigger Automation Event-Triggered Flows When CRM Records Change: Now you can trigger an automation event-triggered flow when a prospect, lead, or contact record changes, or when a record related to a prospect, lead, or contact record changes. For example, send a personalized email to a contact when a case is closed, or trigger a follow-up flow that notifies a lead owner when an opportunity moves to a new stage. This update helps you engage customers immediately when key business events occur, with prospect, lead, or contact data available for personalization in your messages.
View Path Experiment History: Understand what happened during your path experiments with the new History tab. View all changes since activation, including timestamps, who made changes, and whether actions were automated or manual. Track events like experiment start, winner selection, delayed group releases, and fallback handling.
Create, Evolve, and Summarize MuleSoft for Flow: Integration Flows with Agentforce (Generally Available): Build, modify, and summarize MuleSoft for Flow: Integration flows by using natural language prompts in Agentforce. Use the Agentforce side panel to generate new integration automations in real time or evolve the logic, mappings, and configurations of existing flows. You can also generate flow summaries of varying lengths and add them to flow descriptions to help others understand your integration logic.
Extend Automation Capabilities with Binary File Actions (Generally Available): MuleSoft for Flow: Integration file actions support binary file transfers up to 15 MB, enabling your flow to upload and return files, such as email attachments or documents, from an external system. The actions provide a file as a reusable object variable for subsequent flow actions, such as sending a file to an external system.
Generate MuleSoft for Flow: Integration Flows with AI Pre-Built Templates (Generally Available): Agentforce generates complex integration automations for you based on curated, use-case-specific prompts. Select an AI pre-built prompt flow, configure your connections in the wizard, and Agentforce builds the flow directly on the Flow Builder canvas. This new creation approach speeds up the setup and deployment of integration flows, so you can focus on customizing them for your business needs.
Trigger Flows with Third-Party Connector Triggers: Use third-party connector triggers only in External System Change-Triggered flows to poll for matching data and process changes for specific connectors. The triggers check the external system for matching data and process the changes.
Return Records from External Systems by Using Filters: Use the Get Records action in Microsoft Dynamics 365 Business Central Connector to return records based on custom filter logic. Configure filters to return records from external systems that match your specified conditions.
MuleSoft for Flow: Integration: MuleSoft for Flow: Integration enhancements simplify no-code automation with Agentforce and expanded connectivity. Use natural language prompts to build, modify, and summarize flows. Speed up development with AI-built templates, and handle large attachments with binary file actions. And take advantage of new third-party connector triggers and Salesforce Named Credentials for more secure, flexible integrations.
Use Custom Fields in More Third-Party Connectors: Access and map custom fields from third-party connectors when configuring a flow. Include custom data in your integration logic to track specific data points.
Flow Management: Get insights into your flow’s health with version-level analytics. Compare different versions of a screen flow. View flow dependencies in the Automation Lightning app. Visualize flow performance directly in Flow Builder.
Compare Screen Flow Versions to Track Changes More Efficiently: Use the Compare Versions feature to automatically track what’s changed between any two versions of a screen flow. View changes to screen flow elements, resources, fields, properties, components, and styles between flow versions.
Trace Individual Paths Through Flows with View Flow Run for Individual: Troubleshoot specific customer issues by viewing the exact execution path that an individual took through a flow run. This capability shows you which branching paths were followed, what elements were completed, and where the individual potentially encountered errors or delays. This detailed view helps administrators investigate specific customer complaints, verify personalization logic, and identify bottlenecks for specific contacts in your marketing automation flows.
Monitor Flow Performance with View Flow Version Run Analytics: Get comprehensive insights into your flow version's overall health with new version-level analytics. Previously, understanding flow performance required piecing together data from individual element analytics or relying on incomplete aggregate metrics, which made it challenging to assess flow health holistically or spot systematic issues affecting multiple users. Now, you have a unified view showing completion rates, run status distributions, and detailed execution data across all individuals, so you can better monitor performance, identify version-wide trends, and share comprehensive insights with stakeholders
Extract Data from Digital and Scanned Documents by Using MuleSoft for Flow: IDP (Generally Available): Use MuleSoft for Flow: IDP to transform unstructured and semistructured data into structured, actionable output, enabling automation of document-based workflows. Organizations get lots of unstructured and semistructured documents that have important business data. But getting and processing this information by hand is time-consuming and can introduce mistakes. With MuleSoft for Flow: IDP, you define what data to extract through custom configurations. You set confidence thresholds for automatic processing, and route low-confidence results for human review to verify accuracy. Manage your document processing configurations on the Document Processing tab in the Automation app.
Flow and Process Release Updates: Salesforce Flow has several release updates that are scheduled to be enforced in future releases.
Enforcing No-Argument Constructor on Apex Classes Used for Invocable Action Parameters (Release Update): When this update is enabled, you get access to certain built-in Apex classes that are available to be used as invocable action parameters. Additionally, this update enforces the visibility of the no-argument constructor on any class. This update was scheduled to be enforced in Summer ’26. Starting in Spring ’26, Salesforce no longer enforces this update, but we recommend that you enable it. This release update was previously named Enforce Permission Requirements Defined on Built-In Apex Classes Used as Inputs.
Sort Apex Batch Action Results by Request Order (Release Update): With this update enabled, Apex batch action results are shown in the order that the requests are received. Currently, error-prone requests are prioritized at the top of the result list, and successful requests are at the bottom.
Flow Runtime: Versioned updates are available for flows that are configured to run on API version 66.0.
Convert Speech to Text in Flow with the Speech To Text Action: Use the Convert Speech to Text flow action to transcribe audio files and make the resulting text available within a flow. This action converts supported audio files into a transcript that can be referenced by downstream flow elements, such as record updates or decision logic, helping incorporate spoken information into automated processes.
Synthesize Speech with the Text To Speech Action (Beta): You can now transform plain text to Base64-encoded audio string for alerts, accessibility features, guided experiences, and voice-enabled automation using the Text To Speech flow action. The action supports text input of up to 500 characters and generates spoken audio that can be used in downstream flow logic or custom playback scenarios. By using this action, you can generate speech directly within automations without configuring or managing external services. The action now supports outputting the generated audio as a file by using the new fileOutput parameter. This action is available in REST, Flow, and Apex.
Test Record-Triggered and Autolaunched Flows with Isolated Test Data: Run flow tests without affecting your org’s data. Use isolated test data with Apex Test Setup in record-triggered and autolaunched flows, and Set Test Input Values for autolaunched flow variables. Flow tests require predictable data. When you use org data for testing, anyone can change that data and your tests can start to fail. Record IDs differ between sandbox and production, so tests that pass in one environment can fail when you deploy to another. We added a way to create isolated test data when the test runs, just like Apex Test Setup creates data at run time. Your flow test data stays consistent so you can deploy it across environments. Isolated test data is available only for record-triggered and autolaunched flows.
Transcribe Spoken Audio with the Convert Base64 Speech To Text action: You can now capture spoken audio from a microphone and convert it to text for hands-free updates, faster data capture, and voice-enabled automation using the Convert Base64 Speech To Text flow action. The action processes Base64-encoded audio content and returns transcription output for use in downstream flow logic.
View Flow Usage in the Automation Lightning App: Understand flow dependencies with the new Usage subtab in the Automation Lightning app. The subtab shows bidirectional relationships, including which automations a flow version uses and which automation versions depend on that flow. This visibility helps you assess the impact of changes before modifying or deactivating flows.
Flow Orchestration: Create orchestrations and view orchestration dependencies with other automations in the Automation Lightning app. Complete orchestration work items in Flow Builder while debugging orchestrations without leaving Flow Builder.
Complete Orchestration Work Items in Flow Builder While Debugging: Complete orchestration work items while debugging an orchestration without leaving Flow Builder. Open the orchestration work item directly on the canvas from an interactive step’s card. After you complete the work item, the orchestration run resumes.
Create Orchestrations from the Automation Lightning App: Start building orchestrations directly from the Automation Lightning app without going through Setup. Click New on the Orchestrations tab to open a filtered view of the New Automation window. Select the Autolaunched Automations or Triggered Automations category, and then select the specific orchestration type to create. Or search for the specific orchestration.
Debug Specific Segments of Flow Orchestrations: Accelerate testing by debugging only a targeted stage or segment of your orchestration. Define a start point to skip earlier elements, an end point to stop at a specific stage, or both to target a segment. When you set a start point, use the Configure Test Input tab to set input values for steps that rely on outputs from skipped stages or steps. To debug a single stage, set it as both the start point and the end point.
Control Which Orchestration Steps to Run in Debug Mode with Test Output: Use test output to selectively debug orchestration steps in default mode. Skip steps that you don’t want to run to focus on specific parts of your orchestration. Previously called Manually Set Output, this capability was available only in rollback mode. The Configure Test Output tab replaces the Configure Debug tab.
View Orchestration Automation Usage in the Automation Lightning App: Quickly identify dependencies for your orchestrations with the new Usage subtab. On the Orchestrations tab in the Automation Lightning app, select an orchestration or version, then click Usage. The subtab shows automations that the selected item uses or automations that use the selected item.
Automotive: Learn about the latest features from Agentforce Automotive, formerly Automotive Cloud. Boost sales and service productivity by using the Industries Sales Assistance and Asset Service Management agents. Improve customer service for Automotive finance processes through guided Omniscript intake forms for payment deferral. Simplify loan decisioning for funding analysts and dealers by using the Funding Workbench console. Use the recall inquiry service process to verify assets' recall status for customers. Easily associate vehicles and assets with fleets, view claims on product service campaign item records, and simplify setup and discovery for Automotive foundational features, Agentforce features, and common components.
B2C Commerce: Check out the latest features and updates from B2C Commerce.
Preserve Shopper Preferences Across Categories: Make it easier for shoppers to discover products by preserving their preferences as they search across categories. When a shopper switches to a new category or a previous one, the agent retains their preferences and proactively prompts to reapply the category. Previously, shoppers needed to reselect filters manually every time they switched to a different category.
Keep Your Sales Flowing Seamlessly with Omnichannel Inventory Resilience: Ensure order continuity by capturing orders using the last-known inventory levels if connectivity to Omnichannel Inventory is lost. After the connection is restored, the new Continuous Order Capture option pauses order exports to Salesforce Order Management and reconciles pending reservations.
Guide Shoppers to the Right Products by Prioritizing Question Sequences: Refine how your agent interacts with a shopper by prioritizing the sequence of questions during the product discovery process. You can tailor the sequence for each product type to have the agent ask the most-relevant questions and capture the most business-critical product attributes first.
Agentforce for B2C Commerce: Check out the latest features and updates from the Shopping Agent for B2C Commerce storefronts.
Use Multiple Hostnames and Locales in Hybrid Auth Redirect URIs: You can now configure multiple hostnames and locales for hybrid authentication (Hybrid Auth) redirect URIs. Support Social Login and third-party identity provider logins in SFRA pages by setting redirect URIs that use subdomains, locales, or locale-mapped domains.
Elevate Store Search with the Upgraded Search Engine: Improve indexing, memory usage, and query execution speed with the latest search engine. Give shoppers smarter product recommendations, more accurate filters, and faster search response times. When you get an outdated index error, rebuild the search indexes and get the latest changes in your store.
Use the Enhanced Proxy Zone Framework: To improve security and performance, all deprecated proxy V1 zones are now migrated to the V2 zone configuration. This update enhances reliability for ghost routing and traffic splitting. Manage all custom hostnames under the more efficient V2 framework. If your site still uses legacy zones, migrate them to proxy zones.
Shopping Agent for B2C Commerce Storefronts: The Shopping Agent for B2C Storefronts, powered by Agentforce, guides shoppers through their product discovery and purchasing journey. Shoppers can “chat” with the Agent and receive assistance with product search and recommendations, learn about promotions, get answers to frequently asked questions, and count on secure checkout.
Launch the Shopping Agent from More Places in Your PWA Kit Storefront: Give your customers more ways to chat with the Shopping Agent for B2C Commerce by providing various launch locations. Provide agent access from the site header, within a shopper’s search suggestions, or as a floating icon at the bottom of each storefront page.
Drive Conversions with Full Shopping Agent Support for SFRA: Guest shoppers can now browse products, ask questions, manage carts, and complete purchases using Apple Pay or Google Pay without leaving the Shopping Agent on your SFRA storefront. This end-to-end support reduces implementation effort for developers and provides shoppers a direct, frictionless path to purchase. Only guest shoppers are supported.
Batch Management: Use related object fields to control eligibility criteria and to group records for processing. Make the most of the new enhancements to fast-track batch job runs. All Spring '26 Batch Management changes are available for a limited set of process types, excluding the Flow process type.
Use Related Object Fields to Build Granular Record Controls: Optimize batch job filters with conditions that use related object fields to make sure jobs process only records relevant to the business process. A job that rejects presented quotes for lost opportunities on cold accounts can use filters on Opportunity and Account fields to include only relevant quotes.
Improve Batch Job Reliability by Grouping Related Records: Group records by using fields such as parent record ID to make batch jobs more reliable and prevent row lock errors. You can also group records by related object fields to make sure that the batch job processes records with common dependencies together. For example, you can group quotes by their related opportunity accounts to avoid conflicts during parallel processing.
Create Batch Data Transforms by Using Custom Code with Code Extension (Beta): With code extension in Data 360, you can create batch data transforms using your custom Python code. If native batch data transforms don't meet your business requirements, use code extension to author, debug, and deploy your transform logic, then create batch data transforms using that deployed logic.
CRM Analytics REST API: Set conditions and options in connector properties, configure table repeat grouping row values and persist action menus on dashboard widgets.
CRM Analytics: CRM Analytics enhancements include new and updated features for dashboards, lenses, analytics apps, and data integration.
Analytics Experience and Visualizations: Download Data 360 object data from lenses and widgets to CSV or Excel files. Take action across many assets with bulk actions. Query data more effectively with the new Data 360 SQL variant (beta).
Keep Widget Action Menus Visible: Keep important widget actions, such as downloading and sharing, always in sight for chart, number, text, repeater, list, toggle, date, range, and table widgets. Quickly access widget actions without needing to hover over the widget.
Explore Pivot Tables with Expand and Collapse: You can now expand and collapse groups and sub-groups in pivot tables to help you focus on specific insights and customize your view of large datasets.
Gain Full Control over Number Widget Tooltips: You can now suppress tooltip bubbles on number widgets when a custom message isn't provided. This change allows for a more streamlined visual presentation, displaying tooltips only when they contain relevant information.
Repeat Groupings in Compare Tables with Repeat Row Values: You can now configure a compare table to replicate group dimension values on every row with Repeat Row Values. Tables with group dimensions, such as name or product, automatically repeat the group value on every row. This enhancement helps improve readability of large datasets without constant scrolling back to the first occurrence.
Download CRM Analytics Dashboard Images: Share insights faster by directly downloading an image of your CRM Analytics dashboard from the dashboard view. Previously, you had to use the Share window to download dashboard images.
Analyze Data Offline with CSV and Excel Exports of Data 360 Objects: Export data directly from lenses and widgets that use data from Data 360 objects, such as data lake objects, data model objects, and calculated insights. Save up to 50,000 rows as an Excel or CSV file to use offline features, such as applying advanced filters, integrating with external tools, and performing complex calculations.
Speed Up Queries and Improve Data Handling with Data 360 SQL (Beta): Enhance data handling, strengthen security, and speed up query responses by using Data 360 SQL. New compact form queries and custom SQL queries now run on Data 360 SQL by default. Existing custom SQL queries continue to use legacy SQL, and you can manually switch them to Data 360 SQL for improved performance.
Use OAuth Security with Your Microsoft Azure SQL Database Connection: Increase data security by connecting to Microsoft Azure SQL Database using OAuth 2.0 authentication. You can now provide Azure authentication values directly, eliminating the need for a separate external authentication provider setup.
Analytics Data Integration: Write and schedule your custom CRM Analytics recipes to output your transformed data directly to Data 360 data lake objects. Securely access your Amazon Redshift data by using a virtual private connection. Take advantage of OAuth functionality in your Microsoft Azure SQL Database connection.
Improve Write to Data 360 Output Performance with Optimized Append, Upsert, and Delete Actions (Beta): Decrease processing time when writing to Data 360 by overwriting existing Data Lake Objects (DLO) using optimized output operations. Instead of processing all rows of the output data, the optimized append, upsert, and delete actions run incrementally on subsets of the output data, resulting in faster runs.
Securely Connect Your Private Redshift Data to CRM Analytics: Integrate data from your private Amazon Redshift data warehouse into CRM Analytics. Use a virtual private connection (VPC) to make sure that all data transfer happens over an internal network, bypassing the public internet for enhanced security and compliance.
Upgrade to OAuth Security for Your Salesforce External Connections: 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.
Control Access to Data Based on a User’s Assigned Territories (Generally Available): Allow users to see data in dashboards and insights only for the territories they’re assigned to in Territory Management 2.0. Reference the territory hierarchy from your dataset security predicates. Previously, you could only reference user data. This feature is now generally available.
Accelerate Data Updates in Using Unique IDs for External Objects: Now you can specify an external object field as a unique ID to function as a primary key for that object. Use defined primary keys to update massive datasets in minutes by only processing changed records. For example, a nightly sync for a two-billion-row sales transaction object now processes only the 500,000 new or changed records instead of the entire dataset.
Use CRM Analytics Datasets in Data 360 (Generally Available): Take advantage of the latest Data 360 features while retaining the functionality of CRM Analytics recipes. Write and schedule your custom CRM Analytics recipes to output your transformed data directly to Data 360 data lake objects (DLO). Then you can use your CRM Analytics data to create calculated insights, semantic models, and Data 360 reports and dashboards. This feature, now generally available, includes a change since the last release: Users can now select a category on the DLO.
Manage CRM Analytics Assets with New Bulk Actions: Minimize the risk of human error associated with repetitive manual tasks and manage multiple CRM Analytics assets efficiently with new bulk actions. You can now add or remove Favorites, and hide or show assets. You can perform bulk actions on up to 50 assets at a time. Previously, bulk actions were limited to Change Owner and Add to Collection.
Bill AI Self-Service Usage More Accurately with Session-Based Tracking: Get more accurate billing for AI powered Self Service activity by tracking usage per authenticated login session.This feature groups all AI interactions, like Knowledge Article Summary or Dynamic Q&A within a single session, providing usage reports that reflect how customers engage with Agentic Portal features.
Billing: Maintain accurate billing, reduce manual effort, and strengthen a reliable quote-to-cash process. Keep billing precise during complex updates and simplify customer inquiry with end-to-end dispute resolution process. Allocate shared charges across all parties and maintain consistent, audit-ready records. Streamline tax reporting with enhanced regional identifiers and product details. Manage payment adjustments easily and define custom rules to retry failed payments. Buyers can save their preferred payment methods for faster checkout.
Summarize Billing Transactions with a Statement of Account: Use Generate Account Statement API to generate a single account statement that summarizes invoices, payments, credits, debits, and refunds of an account and its related accounts. Give customers a unified view of all billing activity in their account and its hierarchy. Automate the generation of these account statements by using the Generate Statement of Account invocable action in custom flows.
Accounting: View transaction amounts and summary records in functional currency, in addition to corporate currency.
Billing Amendments: Maintain accurate billing schedules during rollbacks, term or price changes, product swaps, and line-level date updates. Align billing schedules with changes to future-dated orders and quotes, and generate precise billing for multiple ramp deals.
Organize Credit Memos by Using Sequential Numbering: Create traceable, consistent, and compliant credit memo records by assigning unique sequential numbers to posted credit memos. Manage bookkeeping and maintain legally compliant credit memo numbering.
Align Billing with Changes to Future-Dated Orders and Quotes: Support dynamic customer needs by processing billing for amendments and renewals that occur before a scheduled future-dated order or quote. Get accurate billing schedules for the amended or renewed assets under termed, evergreen, and one-time products. Ensure alignment with future billing periods and eliminate the need for manual reconciliation.
Offer Flexible Billing Frequencies for Quotes and Orders: Your sales representatives can now select a billing frequency on a transaction that differs from the product’s pricing frequency. Convert shorter pricing terms, such as monthly or quarterly, into longer billing cycles such as semi-annual or annual. Get accurate billing for partial periods based on the actual number of days a product or subscription is used.
Capture Accurate Billable Amounts After Rollbacks: Update billing schedules automatically when customers roll back a future-dated amendment, renewal, or cancellation. The rollback adds adjusting billing schedules to negate the previous change, ensuring that the schedule shows the correct view of what to bill next. Maintain accurate billing and a clean, reliable schedule history without manual corrections.
Support Regional Tax Compliance by Capturing Header-Level Tax Totals: Add efficiency to tax reporting by adding flexibility to your existing tax strategy. Prevent rounding discrepancies that can occur on transactions with thousands of tax lines. Capture overall tax totals in the transaction header while preserving detailed calculations at the line level.
Align Billing with Subscription Term Updates: Generate precise billing schedules automatically when your customer extends or shortens a subscription term during an amendment. Keep billing in sync with revised contractual terms by aligning billing schedules with the updated start and end dates on the order product.
Changed Metadata Types in Billing: The updated BillingSettings metadata settings type enhances billing operations. It provides compliant sequential numbering for credit memos and automatic retry attempts for failed payments. You can track and resolve billing disputes, and settle invoices automatically by applying rule-based payments and credits.
New and Changed Connect REST APIs: Manage complex billing scenarios with new APIs for billing arrangement, payment and credit application based on predefined rules, and credit memo voidance. Generate on-demand invoices and comprehensive financial statements for transparent, complete financial reporting.
Accelerate Collections by Converting Debit Memos to Invoices: Bring any outstanding amount into your accounts receivables workflow by generating invoices from debit memos. Convert standalone debit memos to invoices by using Invoice Ingestion API. This feature helps to simplify and accelerate payment collections.
Customer 360: Manage billing inquiries and disputes through a unified workflow and streamlined dispute resolution process. Give customers a comprehensive financial history to settle accounts.
Align Billing Dates with Order Item Detail and Quote Line Detail Records: Get precise billing for orders and quotes that have multiple start and end periods. Billing prioritizes the start and end dates found on Quote Line Detail and Order Item Detail records. If no dates are specified on the detail records, then Billing uses the dates from the parent order or quote item.
Credit Memo Management: Apply unique sequential numbers to credit memos to keep records traceable, consistent, and audit-ready.
Resolve Billing Inquiries and Disputes Efficiently: Manage billing inquiries and disputes through a standardized, end-to-end dispute management process. Install pre-built service process templates easily from the Unified Catalog. Billing specialists or customer service representatives can initiate cases, and quickly capture, validate, and resolve common inquiries, all from a single catalog. Billing portal users can raise service requests through the self-service portal.
Billing Foundation: Bill individual order items as they’re delivered. Keep billing schedules consistent with the changes in billing frequency while also accounting for any partial periods.
Gain More Flexibility with Order Item Billing: Improve billing accuracy and cash flow by billing order items and creating separate billing schedules for each item. Generate invoices for delivered goods or services immediately, instead of waiting until the entire order is billed.
Generate Personalized On-Demand Invoice Documents: Respond to customer needs faster by generating an individual invoice PDF with a single click. Generate urgent invoices without waiting for invoice batch runs. Meet business and compliance requirements by configuring customer-specific invoice templates in billing profiles, which override the Salesforce org default templates.
Generate Precise Billing for Multiple Ramp Deals: Extend group ramps to support multiple billing schedules with accuracy and consistency. For each product ramp ID in a ramp deal, Billing creates a billing schedule group. For every segment in the product ramp schedule, Billing creates a billing schedule in the billing schedule group to represent the group’s ramping and timeline. Support accurate billing for independent ramp schedule groups across mixed asset types while keeping multi-asset amendments consistent.
Calculate Taxes with the Standard Tax Engine: Configure and apply taxes directly in the Billing app with the standard built-in tax engine for simple tax use cases. Capture multiple tax rates, set tax effective dates, and configure the priority of tax calculation.
Add and Manage Saved Payment Methods by Using Pre-Tokenized Data: Bring your existing payment methods from native and third-party payment gateways into your Salesforce org by migrating the corresponding payment method tokens. You can import specific payment method tokens either individually or use a CSV file to upload multiple tokens into your Salesforce org. Map the tokens to specific payment types, including emerging options, such as digital wallets. Use the saved payment methods, without any further configuration, for both batch payment processing and in the Sale, Authorize, and Capture APIs. Integrate payment methods into your Salesforce org by bringing in external UI components from vendors of your choice.
Invoice Management: Assign shared costs to the right billing account and split invoice charges accurately across multiple parties. Generate individual invoice documents with billing profile-specific templates.
New Invocable Actions in Billing: Improve financial accuracy and reduce manual effort by automating the credit and payment application and the credit memo voidance processes.
Payments: Import pre-generated payment method tokens into your Salesforce org either individually or in bulk. Bring in your own payment methods generated by externally developed UI components. Retry failed payments, and set up rules to automatically apply credits and payments to the right invoices.
Maintain Billing Accuracy During Price Changes: Automatically update billing amounts to reflect any changes in product pricing. Generate accurate billing schedules and invoices that capture any increase or decrease in the prices of termed, evergreen, or one-time product subscriptions.
Maximize Revenue Collection by Using Custom Payment Retries: Define rules to automatically retry payments that fail due to specific errors, such as an expired card or a temporary bank issue. Set up rules to reprocess failed payments based on the reason for the failure. Define the retry interval and the total number of attempts before a payment is finally considered as failed. Capture more revenue and reduce manual collections work for your accounts receivables team.
Apply Credit Memos and Payments Automatically Based on Rules: Prevent revenue leakage, improve customer trust, and reduce the manual effort required for cash reconciliation with rule-based application of credit and payments. Prioritize applying either credits or payments to settle the invoices of customer accounts. Specify allocation rules in an order of your choice to settle the invoices of your account. Use the allocation rules to match invoices by the invoice ID or invoice balance, or prioritize oldest invoices or the ones with the highest balances.
Allocate Invoice Charges Across Multiple Billing Accounts with Billing Arrangements: Support shared business models by separating the account that owns a service or asset from the account that’s invoiced for it. Configure billing arrangements to allocate billing amounts to a specific billing account or distribute costs among several billing accounts, based on fixed percentages. Facilitate precise invoicing for complex business scenarios such as a parent account billed for subsidiary accounts, where the owning and billing accounts are different. Ensure that invoices are charged to the correct billing accounts for cross-departmental charge allocations, or when services or assets shared among multiple parties. Help organizations model complex financial relationships by automating allocation of invoice charges.
Capture Transaction Amounts and Summary Records in Functional Currency: Give your customers the ability to view functional currency equivalents of their billing transaction amounts. Calculate the opening and closing balance summaries for general ledger accounts in a legal entity accounting period by using functional currency.
Ensure Billing Accuracy During Product Swaps: Ensure billing accuracy when you swap one-time, evergreen, termed, and bundled products. Get auto-generated billing schedules for the products that are swapped out and swapped in.
Meet Tax Compliance by Capturing Tax Identification Details: Meet regional compliance regulations by using tax identifiers and other tax details on the billing account. Send this information automatically to tax engines when using our tax interface to support tax compliance.
Calculate Precise Tax for Products with Enhanced Tax Treatment Item Resolution: Achieve greater flexibility when calculating taxes for different products across legal entities. Use tax treatment items within a tax treatment to assign specific tax codes to each product, supporting countries that require product-specific tax codes.
Tax Management: Maintain financial accuracy by canceling and voiding credit memos and by supporting regional requirements with tax identifiers, tax codes, and header-level tax totals.
CommerceTax Namespace: The CommerceTax namespace has enhancements that eliminate rounding errors during the calculation of total tax for an invoice.
Clarify Automated Decisions with Rule Explanations for Nested Expression Sets: Provide users with a deeper understanding of how automated decisions are reached within nested expression sets. This enhancement allows rule designers to offer more detailed, transparent explanations for every rule outcome, building trust and ensuring clarity in complex decision-making processes.
Monitor Decision Table Actions in a Centralized View: Monitor all your decision table actions in a dashboard that shows real-time status and error details. Easily filter and sort tables to prioritize attention, ensuring critical business logic is always current and reliable.
Improve Scalability in Business Rules Engine: Experience minimized disruption, improved scalability and performance with improved limits on both standard and advanced decision tables. You can also invoke significantly more decision tables in your org per hour, allowing for more extensive and frequent processing.
Expression Set Enhancements: Business Rules Engine now supports the IF function, allowing for direct logical evaluations and fewer steps. Each element in the Expression Set builder now receives a distinct, automatically generated name, making it effortless to identify, manage, and debug rules. Receive proactive alerts notifying you if you add an element that exceeds system constraints, helping you avoid rework and ensuring your designs are always savable. Execute context-based Expression Sets from Salesforce Flow with more ease by using an enhanced invocable action that handles context hydration.
Control Null Values and No Matches in Expression Sets: Configure your expression sets to manage null values and decision table no-matches exactly as your business requires. This enhancement helps maintain the integrity of your calculations, reduces errors, and ensures that automated processes consistently deliver reliable results for better decision-making.
Simplify Business Rules Engine Feature Discovery and Setup: With Salesforce Go, you can discover and set up Business Rules Engine features, and track feature usage, all from a single location. Learn more about features and get help with configuration by accessing content resources and links. Explore more Business Rules Engine features from Salesforce Go.
Build Proactive Service Scenarios with the New Detection and Segmentation UI: Configure the what and who of proactive service scenarios with a new detection UI that helps you define event-based or scheduled triggers and dynamically identify affected customers. This capability completes the detection stage of the Proactive Service lifecycle and supports rule-based outreach powered by Data Cloud and event activity.
Build Tailored Workflows for Standardized Service Requests: Reduce turnaround times for transactional service requests like new software installations and hardware upgrade requests. Use service requests to manage and track all your high-volume, one-time fulfillment tasks. Anchor your request workflows on the Service Request object with specialized Service Level Agreements (SLAs) to give request fulfillers dedicated insight into fulfillment metrics and the request backlog. Provide request-specific tasks to expedite processing. Empower requestors to self-serve their needs with workflows designed for requests that don't require manual intervention.
Protect Service Reps’ Privacy in Business-Initiated Outbound Messaging: Replace your Service reps’ first and last name with your Company Name in the disclaimer that’s sent to a Message End User the very first time that you send them a Business-Initiated Outbound message. Use this in conjunction with Aliases to ensure that reps’ private information is protected.
Business Rules Engine: Experience improved scalability in decision tables with increased limits for invocations, output results, columns, and row processing. Expression sets enhancements include support for the IF function, automatic element naming, proactive alerts for constraint violations, and improved Salesforce Flow integration. Deploy rules to context definitions with improved stability. Monitor decision table actions in a centralized dashboard with real-time status and error details. Simplify the discovery and setup Business Rules Engine features with Salesforce Go. Clarify decisions with automated explanations for nested expression sets. Control how your expression set handles null values and no matches in decision tables based on your business requirements.
Data 360: Data 360 features and changes are released as often as monthly, so check back again soon for the latest solutions. Changes included in the Spring 2026 release are generally listed under February.
Enable Translation for Case Comments: Give your support reps the ability to translate case comments into their local language and write responses that translate to the customer’s language. The translation feature adds a translation button to case comments. Reps can select a language for translation when creating a comment.
Gain Instant Case Context with Case Timeline: Give your reps a single, unified, and intelligent timeline component for cases. This new component replaces the current fragmented collection of feeds and related lists with a single curated view of case-related events. Reps get instant context with a proactive workspace that intelligently organizes customer conversations, internal team collaboration, and key case milestones. The new timeline brings together channels like emails, chats, and messages into a clean, threaded view.
Customize Close Case Actions by Record Type: You can now manage different close case layouts for various record types and profiles within Lightning Experience. This update addresses a previous limitation where the standard close case button was restricted to a single layout editor. By creating multiple actions, you provide your service reps the ability to associate close case buttons with different record types and layouts.
Merge Cases from the Case Related List on Standard Objects: Enable your service reps to merge duplicate cases using the Merge Cases button from the case related list of all standard objects. This allows reps to quickly merge cases without navigating to the case page.
Enhance Your Security of Organization-Wide Email Addresses: Organization-Wide Email Addresses (OWA) are now required to be verified before sending Case emails with custom content. This security enhancement prevents unauthorized use of the <noreply@salesforce.com> address and protects against potential phishing attempts.
Use Quick Text in Case Comments: With Quick Text, reps can quickly add predefined text snippets, including dynamic merge fields to Case Comments. Quick Text standardizes internal and external communication, keeps notes consistent, and saves time by reducing repetitive manual typing.
Trigger Data 360 Activations Directly from a Flow (Beta): Create an API activation in Data 360 and trigger it from Flow Builder by using an API call. API activation expands where and how you can initiate activations. You can trigger activations mid-flow, precisely when they’re most impactful, independent of how a flow is triggered. This gives you the flexibility to start activations based on any Salesforce event, independent of a segment publish schedule.
Build Cross-Channel Journeys Using API Activations in Data 360 (Generally Available): Integrate Data 360 API activations directly into Flow Builder to build multi-channel customer journeys. You can start the journey from either a segment-triggered flow or an activation-triggered flow, and use composable building blocks from Salesforce Flow to bridge gaps between different touchpoints and channels within a single, unified flow. Use flow's inherent scheduling to orchestrate the journey independent of segment publish schedules.
Add Context to Chunks with Prepend Fields from Data Model Objects: You can now use prepend fields to add additional metadata that provides context for chunks generated from UDMOs. For example, if your search index configuration includes unstructured data from webcrawler or sitemap connectors, metadata fields such as Labels, Title, or URL can provide additional context to each generated chunk. Prepending these fields improves accuracy of RAG responses in Agentforce. Previously, prepend field chunking was available only for search indexes created from DMOs.
Manage Activations in Companion Orgs with Data Cloud One: Access activations created in the home org from any connected companion org. Save time by building and managing activations directly in a Data Cloud One companion and ensure consistent activation availability across a multi-org enterprise. Supported targets include Amazon S3, SFTP, Google Cloud Storage, Microsoft Azure, Marketing Cloud Engagement, Salesforce Personalization, and Data Cloud. Additionally, you can create an activation-triggered flow for a Data 360 target in the companion org to connect to external API-based destinations through MuleSoft.
Standardize Contact Point Setup with Activation Templates: Use activation templates to define and save reusable contact point selection logic for your segment-triggered flows. You can consistently apply channel selections, source priority configurations, and filters across multiple campaigns without manual reconfiguration. These templates maintain consent compliance and reduce errors by standardizing how your organization selects the correct contact points.
Monitor the Match Count for Your Activations to Advertising Platforms: Monitor the reach of your advertising efforts by viewing the match count for your activations. Match count identifies the number of users from your segment found in the advertising platform. This enhancement applies only to audience segments activated to advertising platforms included with the Ad Audience license. Use this metric to make sure that you're targeting the expected number of users.
Simplify LinkedIn CAPI Activation with the Conversion Type Filter: Filter conversion rules by type when you integrate Data 360 with the LinkedIn Conversion API (CAPI). Mapping the "type" field is now optional during attribute matching and reduces manual data entry errors.
Sync WhatsApp Engagement and Conversion Events to Meta using CAPI: Sync engagement and conversion events from WhatsApp channels to Meta using the Meta Conversions API (CAPI) in Data 360. Track real-time interactions and improve ad attribution with these events.
Measure Ad Performance with TikTok Conversion API: Easily send conversion events, including web purchases, event registrations, and offline events such as closed opportunities, directly from Data 360 to TikTok using the TikTok Conversion API (CAPI). Get a complete, cross-channel view of your target audience in TikTok, and make data-driven advertising decisions.
Use Batch DMO Activations in Activation-Triggered Flows: Trigger flows using a batch data model object (DMO) activation and activate complete datasets, including profiles, engagement history, and large-scale product recommendations to destinations powered by activation-triggered flows. Moving beyond segment-based activations, batch DMO activations export high-volume engagement and product data to analytics, marketing, and personalization platforms inside or outside of Salesforce. Use this data to power customer interactions, improve decision-making, and meet regulatory compliance.
Build and Navigate Complex Models With the Improved Semantic Builder Canvas: Build and manage your data models more efficiently with a modern, flexible authoring canvas. Focus on the logic of your data modeling rather than manual screen adjustments. Existing layouts are preserved, so you can start working immediately.
Review the Accuracy of Extracted Data with Confidence Scores in Document AI: Optimize and save human review time by assigning confidence scores next to each extracted field with the Connect API. Identify values that fall within a defined low-confidence range and require an additional manual review. Strengthen validation, minimize errors, and maintain high-quality records by concentrating efforts only on fields that require attention.
Provide Schema-Level Prompts to Guide Extraction in Document AI for Data 360: Achieve higher precision in your Document AI models by providing global instructions that apply to the entire document rather than to specific fields or tables. Set instructions to ignore specific sections or define a primary extraction language, ensuring your models handle complex documents with better context. These global instructions allow you to guide model behavior across the full scope of a document, making it easier to manage multi-language extractions and excluded content.
Publish Batch DMO Activations On-Demand: Automate your workflows by triggering Batch DMO activations with the Connect API. This update eliminates the need for manual UI interactions, allowing you to integrate and initiate activations directly through your own external systems.
Explore the Updated Data 360 Connect REST API Reference: The Data 360 Connect REST API Reference has a new three-panel layout. Browse grouped endpoints on the left, review endpoint details in the center, and access payload examples on the right.
Ingest Box Content into Data 360: Connect your Box content to Data 360 to enhance the reliability and context of AI agent responses. This integration ensures that your AI agents have access to the latest marketing, ecommerce, documentation, and sales materials, leading to more effective and satisfying user interactions.
Connect to Databricks on Azure with Private Connect: With Private Connect, you can now create a direct and secure network path between your Data 360 tenant and private Databricks instances on Azure. This connection bypasses the public internet and makes sure that you access your data lake without opening any non-private network paths.
Connect to More Unstructured Data Sources (Generally Available): Incorporate GitHub, Jira, Helpjuice, and Adobe Experience Manager into your production Data 360 environments. These unstructured connectors are now generally available and give you access to more of your business-critical data sources.
Connect to Snowflake on Azure with Private Connect: Private Connect establishes a direct and secure network path between your Data 360 tenant and private Snowflake or Databricks instances on Azure. This connection bypasses the public internet, making sure that you access your data lake without opening any non-private network paths.
Connect Unstructured Data to Government Cloud Orgs: Get broader access to your data without leaving your compliance-ready environment by using Data 360 connectors in Government Cloud. Expanded connector support reduces the need for workarounds and manual data handling.
Activate Segments with Consistent Order of Attributes or Columns: If an activation is run multiple times, the order of attributes or columns in the activated file is now consistent, when activating to file storage targets like Amazon S3, SFTP, GCS, or Azure. Consistent order of attributes or columns helps in easy consumption of the activation output by a downstream system.
Data 360 Clean Rooms Are Now Generally Available: Use Data 360 clean rooms to partner with other organizations and analyze your combined data while maintaining strict privacy. Compare and verify your clean room data mappings in a sandbox org before moving them to a production org. Delete unused mapped templates, and end clean room collaborations as needed.
Deploy Data Kits Across Data Spaces: Replicate your Data 360 metadata and process definitions between data spaces within the same sandbox. Previously, to replicate configurations, such as calculated insights and segments, you manually recreated them in each data space. This process was time-consuming and prone to error. With local data kit deployment, you can create a standard data kit in your default data space. Then, deploy the data kit to other data spaces to ensure consistency and centralized governance. This feature supports standard data kits only. It doesn’t support DevOps data kits.
Organize Data for Deep Analysis with Dimension Hierarchies: Group related dimensions and build hierarchies using fields from single or multiple objects. Create a single, navigable path for data exploration to drill down and roll up data.
Combine Docling Parsing with LLM-Based Image Processing for Accuracy and Cost-Efficiency: Enhance retrieval augmented generation (RAG) responses with information extracted from images, such as flowcharts or diagrams, by enabling LLM-based image processing. When you select the Docling parser, which brings together multiple open-source models to understand document layout and tables, optionally turn on LLM-based image processing for accurate responses with optimal costs.
Use Data 360 Document AI in Government Cloud Orgs: Use Data 360 Document AI to process and analyze documents within the Government Cloud operating boundary while meeting strict compliance and security requirements. Automate data extraction from unstructured data sources such as resumes or legal documents without leaving your secure environment. Document AI extends its AI-powered document processing capabilities to government organizations, using the OpenAI (GPT 4 Omni) large language models hosted in Microsoft Azure.
Use Fully Qualified Keys for Data Differentiation in Companion Orgs: You can now use fully qualified keys (FQK) within companion orgs and use the associated filtering to differentiate data in companion orgs. Previously, this feature was only available in home orgs. Companion orgs function as child branches to a central home org and enable large enterprises to process and share data from a single Data 360 instance. A fully qualified key, also referred to as a "key qualifier," acts as a specific tag or signature that you can add to a data stream to help differentiate overlapping or duplicate data.
Ingest Adobe Experience Manager (AEM) Assets into Data 360: Use the Adobe Experience Manager (AEM) connector to ingest Adobe assets into Data 360. AI agents can then access your Adobe content for more informed responses, better customer insights, and enhanced project visibility.
Ingest Helpjuice Knowledge Articles into Data 360: Use the Helpjuice connector to ingest Helpjuice knowledge articles into Data 360. With Helpjuice knowledge articles ingested into Data 360, AI agents access your Helpjuice content for more informed responses, better customer insights, and enhanced project visibility.
Control Website Data Ingestion with Web Content Crawler and Sitemap Connectors: Manage and filter the data ingested from your websites with new configuration options for the Web Content Crawler and Sitemap connectors. Get enhanced flexibility to target specific page content, manage crawl scope, and avoid duplicate data.
Ingest YouTube Videos into Data 360: Integrate your YouTube videos into your AI strategy using the Data Cloud YouTube connector. AI agents leverage this content to provide reliable answers during interactions with your users. The connector filters and ingests videos and optional captions stored on YouTube.
Optimize Activation Payloads with the Is Changed Operator: Gain finer control over your activation logic with the new Is Changed operator. Filter activation records based on attribute-level changes to make sure that downstream destinations receive data only when critical values update. This enhancement reduces the amount of unnecessary data sent to activation targets and improves the relevance of your activated data. This operator works only with streaming DMO activations.
Enhance Real-Time Personalization with Lakehouse Data: Gain deeper insights into customer preferences by incorporating Data Model Objects (DMOs), related to your real-time data graphs, into your real-time insights.
Streamline Your Tasks with New Data 360 Navigation (Beta): Organize your tasks and reduce tab overload with the updated Data 360 navigation structure. Enable the left side navigation to group related features and optimize your end-to-end flow and next steps.
Research and Analyze Enterprise Content with Data 360 Notebook AI (Generally Available): Transform scattered information into organized resource libraries with Data 360 Notebook AI. This feature, which is now Generally Available, includes some changes since the beta release. Upload all your personal files, web links, and enterprise sources into one intelligent workspace and start asking questions. Turn your research into authoritative, sharable enterprise content, and eliminate tribal knowledge silos across your organization.
Clarify Activation Field Names with Output Name: Identify the attribute field name in your activation output more easily. The Preferred Name column is now the Output Name column. The field now defaults to the attribute's API name with prefixes and suffixes removed. This makes sure that a value is always present. Override the default with a custom name that’s unique across the entire activation.
Extract Data from Specific Pages with Document AI: Target specific page ranges in large or multi-page documents to extract only the data you need with the Connect API. By narrowing the extraction scope, you can process documents that exceed standard document size guardrails and improve the accuracy of your results with reduced processing time.
Explore Advanced Capabilities in the New AI Models Tab: Go beyond standard predictive models and unlock advanced AI capabilities in Data 360. The Einstein Studio tab is now the AI Models tab—a simplified, centralized experience for building and managing AI models.
Build Predictive Models Faster with the Enhanced Einstein Studio: Save time and identify the appropriate predictive model for your use case with the enhanced Einstein Studio workflow. By choosing your model type—binary, regression, or multiclass (Beta)—before you select data, this improvement accelerates model creation.
Explore Predictive Model Lineage from Your Model Details: Easily track a model's lifecycle and get a traceable history of your predictive model-from training to deployment and downstream usage in Data 360. Einstein Studio now offers enhanced governance and observability that enables you to view a model's lineage directly from the model details. Get improved model auditing, transparency, and trust. Model lineage also streamlines troubleshooting and impact assessment when you retain a model in a production environment.
Private Connect Moves to Admin Tools: The Private Connect menu is now in a new location under Admin Tools in the Data Cloud Setup menu. This change places Private Connect in a more logical location, making the menus easier to find.
Troubleshoot Ingestion Errors with Problem Records DLOs: Automatically capture and isolate data that fails during the ingestion process with the Problem Records Data Lake Object (DLO). Instead of losing data due to formatting errors or system mismatches, Data 360 isolates these specific records into this DLO for easier troubleshooting.
Connect and Visualize Data 360 Data with Microsoft Power BI: Access and analyze your Data 360 data directly within Microsoft Power BI Desktop and Gateway with the Power BI Connector for Salesforce Data 360. Execute read-only SQL queries to retrieve data so you can easily build dashboards. This connector eliminates the need for complex workarounds that require external systems.
Dive Into Customer Shopping Cart Behavior with Insights: With this update to the insight template for shopping carts, you can understand real-time customer interactions with their shopping carts. With this feature’s view of the customer's checkout process, you can identify trends, pinpoint abandonment reasons, and optimize in real-time.
Customize Retrievers with Advanced Filter Conditions: Include custom logic, define multiple dynamic filters, and use the Like operator to define filter conditions in Einstein Studio for Retrievers. Retriever filter conditions now support more data types, such as Boolean and Date values. Previously, filter conditions supported only one dynamic filter and were limited to text and number data types.
Measure Retrieval Augmented Generation (RAG) Performance with Retriever Metrics: Use evaluation metrics in the Einstein Studio Retriever Playground to objectively measure the performance of your RAG application. When you test a retriever in advanced mode, the playground generates a context recall score based on a reference answer.
Fine-Tune, Test, and Optimize Retrievers in Retriever Playground (Generally Available): Customize, test, and validate retriever responses in the Data 360 Einstein Studio Retriever Playground. A misconfigured retriever can lead to irrelevant output, erode user trust, and increase costs. You can verify response accuracy directly in the playground without making calls to an LLM or performing manual testing in local environments.
Analyze Filter Impact with Segment Filter Count: See how individual filters affect your target population with filter-level counts in the segment builder. Calculate populations for specific filters or containers to identify which criteria are too restrictive or ineffective. This granular visibility helps you refine segment logic during and after authoring without relying on trial and error. Understand the contribution of each rule to efficiently iterate and reach your desired segment size.
Ingest Site Pages and Site Assets into Data 360 (Generally Available): Expand your SharePoint content ingestion beyond documents to include site pages and their supporting assets. With the Microsoft SharePoint Unstructured (Site Pages & Site Assets) connector, you can ingest modern SharePoint pages—such as announcements and knowledge articles—along with their associated images, media, and resources as a part of the Site Assets library into Data 360 to power AI and search experiences. This feature is now generally available.
Ingest Data Faster with Ready-to-Use Data Lake Objects: Ingest data more efficiently by using standard data lake objects (DLOs) and mappings in Data 360. Previously, each DLO and mapping required manual configuration. Now, ready-to-use DLOs reduce setup time and ensure that data is immediately available for use. Standard DLOs include all available standard fields of CRM objects by default. These objects include a standard category that is locked, so you can’t edit it. In this release, Data 360 doesn't map all standard DLOs.
View Semantic Models with Restricted Fields or Data Objects: Analysts can view semantic models that contain objects or fields they haven't been granted access to. Restricted data objects or fields are masked or hidden, letting analysts see and test the model as a whole. This unblocks their ability to use the portions of the semantic model they have access to in visualizations and metrics.
Capture Real-Time Engagement Data with Page Type for Google Analytics 4: Leverage the Salesforce Web SDK to gather real-time user browsing, activity, and engagement data using the Page Type feature. By integrating with Google Analytics 4 (GA4), you can capture page types and contextual attributes to power personalized digital experiences.
Unify Data Views with Global Filters: Create a focused, consistent view of your data by applying global filters to your semantic models. A global filter applies constraints at the model level to ensure that all reports and dashboards use the same baseline data and irrelevant records aren’t included. You can’t use a global filter with a published data source—in this case, apply filters directly in the Tableau data source.
Dive Into Customer Shopping Cart Behavior with Insights: With the new insight template for shopping carts you can understand customer interactions with their shopping carts, from adding items to completing or abandoning purchases. With this feature’s view of the customer's journey through the checkout process, you can identify trends, pinpoint abandonment reasons, and optimize conversion.
Standardize Business Performance with the Updated Metric Creation Flow: Build a single source of truth by centralizing logic, sentiment, and trends in the Semantic Layer and applying them across data models. The updated flow ensures that every team across your organization measures success by using the same standards and definitions.
Filter Credit Consumption by Data Space: Data 360 reportable resource references now contain data about which data space a billable event occurred in so you can filter and group reports to break down usage by data space.
Centralize Support Issue Tracking in My Tickets and Requests: My Tickets and Requests is a dedicated hub on the self-service portal where employees can track and manage the lifecycle of their submitted IT requests. It consolidates incidents, service requests, and cases into a list view that you can filter and search. The hub provides visibility into the fulfillment process with detailed progress timelines and the ability to add comments to open tickets.
Release Note Changes: Read about what changes were made after the release notes were published. Changes are separated by product and with the most recent changes first. The dates indicate the week that changes to the release note were made. Review the individual release note availability details.
Agentforce Contact Center: Agentforce Contact Center (AFCC) is an AI-first contact center within Salesforce that redefines customer engagement. See what's new in your AI-first contact center.
Legacy Chat Is Being Retired: Legacy Chat is scheduled for retirement on February 14, 2026. You can continue to use Legacy Chat until that date, but we recommend transitioning to Enhanced Chat for modernized customer communication. Enhanced Chat offers many of the Legacy Chat features that you love, plus asynchronous conversations that can be picked back up at any time.
Manage Incentive Budgets to Drive Financial Accountability: Gain visibility into incentive spending by defining, allocating, and tracking budgets across stock rotation, standard rebates, ship and debit, and price protection programs. Ensure budget availability for payouts, prevent overspending, and align financial commitments with program rules. Set total budget amounts manually and allocate budgets across partners or member types. Track budget consumption to manage program spend and maintain visibility into financial liabilities.
Simplify Feature Discovery and Setup: Salesforce Go now supports a broader range of partner engagement features that you can configure and manage from a single location in Setup. Implement features faster, reduce context switching, and simplify setup across your org.
Strengthen Partner Collaboration with Stock Rotation Incentives: Facilitate manufacturer–partner collaboration by enabling structured product returns or scrap of unsold stock in exchange for incentives. Promote timely replacement of aging inventory by defining programs with allocated partner budgets. Streamline operations by integrating partner submission, eligibility validation, claim creation, and budget tracking into a single incentives framework.
Channel Revenue Management: Improve partner collaboration with Stock Rotation Incentives by managing returns or scrapping unsold stock for incentives. Manage incentive spending by defining, allocating, and tracking budgets across stock rotation, standard rebates, ship and debit, and price protection programs. Enhance financial reporting with subledger integration by recording rebate claims and payouts in your Accounting Subledger.
Enhance Financial Reporting with Subledger Integration: Improve financial reporting by integrating rebate claims and rebate member payouts with your accounting subledger. This integration ensures accurate recording and accounting-ready formatting of financial transactions for rebate programs.
Clean Up Data 360 Metadata in Older Sandboxes: Remove outdated Data 360 metadata from sandboxes created before August 2024 and use them for a new setup without a refresh. The cleanup process identifies any non-Data 360 entities that reference Data 360 entities and packages containing outdated metadata.
Salesforce CMS: Previously known as Sidebar Extensions, Extensions in CMS have an improved development workflow. Build extensions to add more productivity tools to your CMS content workflow, such as third-party generative AI tools or tone and grammar editors. When you work with external content providers, you can now choose which providers are available to your workspace and where to save files from these systems.
Use the CMS Base (Beta) Data Kit to Ingest Content into Data 360: To support experiences that are driven by content metadata, such as semantic search for content, deploy the new CMS Base (Beta) data kit. When you use this data kit, Data 360 can ingest content metadata from Salesforce CMS. The data model objects (DMOs) released in Spring ’26 are available in Data 360 after you install the data kit.
Use Data Model Objects for CMS Content: To support experiences driven by content metadata, use content-related data model objects (DMOs). Ingest content metadata from Salesforce CMS, a DAM system, or an external CMS into Data 360.
Create Content More Efficiently by Using Improved Extensions in Salesforce CMS: Add more productivity features to your content workflow, such as third-party generative AI tools, tone and grammar editors, and translators with Extensions in CMS. Formerly known as Sidebar Extensions, Extensions now appear in a floating panel in the content editor. Use the new development workflow to build more complex extensions for specific content types, and customize the size and behavior of the floating panel.
Take Control of Assets from External Content Providers: Several new settings make it easier to manage external assets in an enhanced CMS workspace. Choose which providers are available to your workspace for greater administrative control, and specify where to save the files. Previously, you could only save external assets directly in the workspace, but now you can choose your preferred folder.
Extend Data 360 by Using Custom Code with Code Extension (Beta): With code extension, you can bring your custom Python code into Data 360 to extend Data 360's native capabilities. If native Data 360 features don't meet your business requirements, deploy your custom logic across supported Data 360 features such as batch data transforms. For example, if you need advanced data transformations for your business use case, you can deploy custom business logic to Data 360 to implement your requirements. Data Custom Code SDK is the toolkit for creating and validating custom code for code extension.
Automate Outreach to Delinquent Borrowers to Boost Cash Flow and Reduce Bad Debt: Drive successful repayment outcomes with informed and personalized communication. Use Service Cloud Voice with Amazon Connect to schedule an outbound dialer campaign. Create a targeted list of collection plans and schedule a collection campaign to dial borrowers automatically when a collections specialist is available. Specialists instantly receive the collection plan context and can track all resulting calling activity centrally on the root collection record.
New Invocable Actions: Use the new invocable actions in Salesforce flows for Collections Outbound Dialer.
Route Voice Calls to Collections and Recovery Agents with Agentforce Voice: The Collections and Recovery Customer Assistance template now supports the voice channel helping service agents to handle Collections queries efficiently. By using the voice channel, borrowers can find collection plan details, request payment extensions, and add representative contact details. Real-time understanding of conversations provides a more natural experience during high-stress interactions such as debt recovery. The reasoning engine identifies intent from spoken dialogue to provide relevant answers and take corrective actions autonomously.
B2B Commerce: Learn about the latest B2B Commerce features released by month. Give buyers the option to request a quote directly from their cart. Customize your pricing setup to support complex pricing rules by using context extension services. Streamline procurement by offering products that buyers can configure and purchase. Allocate resources strategically for larger, more complex product catalogs with an increased searchable and filterable field limit.
Commerce Additional Features: Reduce dependency on sales reps by offering products that buyers can configure and purchase. Simplify catalog management with dynamic rules that automatically show or hide products based on buyer eligibility.
Agentforce for B2B Commerce: Help your guided shopping agents and buyers interact in their preferred language.
Salesforce B2B Commerce Features Released Monthly: Many B2B features and changes are released as often as monthly, so check back again soon for the latest solutions. The Spring ’26 release includes updates happening from January through April 2026.
Add Multi-Language Support to B2B Guided Shopping Agent Interactions: Configure the B2B guided shopping agent to interact with buyers in their preferred language based on the buyer's locale. Previously, the agent interacted with buyers based on the default language configured in the agent settings.
26.1 Release: The B2C Commerce 26.1 release occurs between December 4, 2025 and January 29, 2026.
26.2 Release: The B2C Commerce 26.2 release occurs between January 27, 2026 and February 26, 2026.
26.3 Release: The B2C Commerce 26.3 release occurs between February 24 and March 26, 2026.
26.4 Release: The B2C Commerce 26.4 release occurs between March 24 and April 23, 2026.
26.5 Release: The B2C Commerce 26.5 release occurs between April 21 and May 21, 2026.
Guide Shoppers to Products with Boost and Bury Rules: Influence product rankings in keyword search results and on category pages to align with your seasonal or inventory goals. Use expanded operators to influence a product's relevance score without overriding your search logic. Use boost and bury rules to promote specific items or deprioritize others while making sure that search results remain relevant for your customers.
Control Content Eligibility with eCDN Cache Rules: Customize caching eligibility for your content beyond default file extensions by using eCDN cache rules. Cache rules allow resources like HTML, JSON, and XML to become eligible for caching based on specific request attributes. By defining rules for URI paths, cookies, and headers, you improve cache hit ratios and enable advanced cache purging capabilities.
Control Center Audit Logs Are Now in Log Center: You can no longer access in-app audit logs from Control Center, and the Audit Logs button has been removed. Instead, use the advanced filtering and long-term storage capabilities of Log Center to track configuration changes and user activity. To view your audit data, go to Log Center and filter by the Control Center category.
Update Site Assets Faster with Bulk Replication: Update multiple products, price books, or content assets by using existing granular data replication tools. Publish your bulk changes directly from Business Manager. Batch updates require enabling granular data replication and assigning permissions to replicate data.
Upgrade Your User Experience with Salesforce Cosmos Design: The new Salesforce Cosmos Design includes interactive circular elements, legible fonts and icons, inviting cues, and higher-contrast colors. Cosmos Design is enabled by default starting with B2C Commerce Version 26.5. You can also switch back to an earlier UI.
Simplify Testing with a Default Domain (Generally Available): Accelerate time to market by using a preconfigured, Salesforce-managed default hostname for testing in development, staging, and production environments. The default domain, which is provisioned when you create a realm, has embedded CDN capabilities, eliminating the need to manually configure DNS settings. To maintain security, development and staging instances require user credentials. Production instances have a Block All firewall rule applied by default. Configure Allow rules to grant access.
B2C Commerce 2026 Deployment Schedule: To uphold our commitment to customer trust and to make sure that our B2C Commerce releases meet our rigorous standards, we deploy the B2C Commerce major releases to customers in four phases. The Deployment table lists which instances are included in each major release phase.
Improve Product Search Results in Japanese with a Custom Dictionary: Add your own entries to a custom Japanese dictionary to control how the search engine interprets Japanese search terms. This new custom dictionary ensures customers find products using industry-specific terms, brand names, or regional language variations.
Improve Japanese Product Discoverability with Enhanced Tokenization: Deliver more predictable search results for Japanese storefronts with an improved word-breaking algorithm. The search engine now breaks down Japanese text into tokens, resulting in higher relevancy when customers search for products with complex phrases or compound words.
Price Attribute Search Returns More Precise Results: Shoppers now get more accurate search results with price filtering. For example, the search process can filter for quantitative ranges, such as “dress under $100.” This feature works with existing keyword search capabilities.
View Price and Inventory Data in the Product List: Monitor your product stock levels and pricing strategies without leaving the product list. Add the new Price, Per Unit Price, and Available to Sell (ATS) columns to get a comprehensive view of your product data across locales. These columns provide the best price and real-time inventory quantities (OCI or native). For products using perpetual inventory, the ATS column displays Perpetual. The column values are based on your selected locale in Business Manager.
Monitor Product Readiness in the Product List View: Quickly check that your products are storefront-ready by viewing their status in the product list. The new Readiness column tracks key attributes, such as image availability, inventory, and pricing, for each product across locales and consolidates them into a single visual indicator. The Readiness badge shows the number of completed attributes for each product. Hover over the badge to see which attributes are present or missing.
Replicate Only the Price Books That You Need: Reduce system load and update pricing for specific sites faster by replicating individual price books. You can replicate up to 25 price books at a time.
Search Products for Price and Availability: Find products in your catalog that are missing prices or out of stock by using the new Price and Inventory filters in Advanced Search. You can also search for products that have prices or are in stock.
Capture Customer and Order Search Queries in Security Logs: Capture information about user-initiated search queries from Business Manager or via APIs for customer and order data. The log lists the user name, search parameters, and timestamp.
Prioritize Exact Matches in Search Results: Deliver more relevant search results by weighting a customer’s search query term higher than the term’s defined synonyms. Previously, search queries treated all terms in a synonym group with equal weight, often causing products that contained the synonym term to outrank products that actually matched the customer’s search query. By boosting the search query term, customers find exactly what they asked for first while still discovering similar, interchangeable products lower in the results.
Find Products by Using the Product Name: Search for items in your product list without having to remember product IDs. In addition to the product ID, you can now enter product names in the enhanced search bar in Business Manager. Search supports locale-specific names, so make sure that you have the correct locale selected in Business Manager.
Manage Product Rankings and Displays with Visual Merchandising: Visual Merchandising gives you tools to strategically rank, organize, and display products in your storefront so shoppers discover the most suitable products to purchase. Tools include configurable boost and bury rules, rule attributes you can boost or bury, and customizable ways to show products across your B2C Commerce storefront.
Control How Products Appear on Product List and Search Pages: Use the Visual Merchandising workspace to show shoppers the most relevant products, items you want to promote, and seasonally-driven merchandise. The workspace is the central location to manage product positions, faceout colors, and category assignments across product pages and search results. You can also customize the information and images shown on product cards, and enable locale-specific settings for translated products.
Turn Your B2B Store into a Branded Mobile App: Give buyers a native mobile shopping experience by turning your B2B store into a branded app for Google Play and the Apple App Store. Buyers can securely browse catalogs, manage carts, and complete purchases from their mobile device. Incorporate features such as push notifications, biometric login, location services, and QR and barcode scanning to increase engagement.
Commerce Cart, Checkout, and Shipping: Accelerate negotiations and close deals faster by providing buyers an option to request a quote. Customize pricing rules by extending the pricing context definition.
Commerce Components: Build richer, more dynamic storefront experiences with Lightning Web Runtime (LWR) store components.
Sell Configurable Products in Your B2B Store: Streamline procurement and reduce the need for sales rep involvement by offering products that buyers can configure and purchase. Pricing updates as the buyer adds or changes the configuration. Buyers can discover products through search, configure them to their needs, and either place an order or request a quote via a self-service flow.
Visually Enhance Your Business Manager with the New Cosmos UI: The new Salesforce Cosmos Design includes interactive circular motifs, improved fonts and icons, inviting cues, and higher contrast colors. You can switch to the new UI or continue to use the earlier UI styles.
Deliver Localized Consent Information to Global Buyers: Build trust with your international buyers by providing consent requests in their preferred language. Buyers now see consent messaging in the language that they've selected on the storefront.
New and Changed Commerce LWR Store Components: Build richer, more dynamic storefront experiences with Lightning Web Runtime (LWR) store components. New components improve the user experience by providing merchandisers with greater customization options for streamlining workflows. Updated components support more flexible layouts, enhanced accessibility, and additional configuration settings.
Accelerate Conversions with Predictive Product Suggestions: Help buyers find relevant products faster by showing bestsellers and suggestions. Bestselling products appear before a buyer begins typing in the search bar. Suggested products appear when a buyer enters at least three characters. Previously, predictive product suggestions were available only in D2C stores. Now, they’re also available in B2B stores.
Extend B2B Store Pricing Rules with Custom Context Definitions: Customize pricing rules for complex business scenarios by integrating custom fields into your pricing procedure. Extend the Commerce cart context definition to inherit standard components, such as nodes, attributes, and mappings. Tailor the pricing procedure by adding account and product attributes to the extended context definition.
Determine Product Visibility Dynamically by Using Qualification Rules: To evaluate product and product category eligibility, your B2B Commerce store applies entitlement policies that you’ve configured. However, if you have thousands of products, preconfiguring entitlement policies can get challenging. To make it easier to manage large numbers of products and product categories across your stores, create qualification rules that dynamically evaluate eligibility based on account or category attributes. You can also set up a disqualification rule to exclude products and product categories from a buyer’s view. If you enable qualification rules, your store uses qualification rules instead of entitlement policies.
Reorder Portal Creation Is Deprecated: Creating a reorder portal is no longer supported as of March 2026. If you have existing reorder portals, they continue to function as expected.
Let Buyers Request a Quote from Their Cart: Streamline negotiations by giving B2B buyers the option to request a quote directly from their cart. After the buyer submits the request, your team can review the details, negotiate as needed, and place the order on the buyer’s behalf. Manage pricing and shorten deal cycles by reducing handoffs for complex purchases that require negotiation and approvals.
Commerce Search: Know immediately when a product is at risk of being unsearchable. Allocate resources strategically for larger, more complex product catalogs with an increased searchable and filterable field limit.
Product Catalogs Include More Searchable and Filterable Fields: Previously, the search index was limited to 25 searchable fields and 50 filterable fields. Now, you can have a total of 100 searchable and filterable fields, enabling you to allocate resources strategically for larger, more complex product catalogs.
Commerce Subscriptions: Bundle multiple digital subscription products together to enable buyers to add related products to their cart in a single action. Buyers can also view their subscription history from the Commerce subscriptions page.
Improve Search Relevance with Synonym Rules: Guide B2B Commerce buyers to the right products by mapping common search terms to catalog names. Create synonym rules to account for typos, slang, or interchangeable terms such as "couch" and "sofa." Use one-way rules to direct specific terms to a product, such as mapping "phone charger" to "lightning cable". Use two-way rules to treat terms as equal in both directions. Assign rules to locales to deliver a consistent search experience across languages.
Commerce: Commerce enhancements include features for B2C Commerce, B2B Commerce, Omnichannel Inventory, and Order Management.
Enable Buyers to View Subscription History: Buyers can now view their subscription history, including amendment, renewal, and cancellation details, to help better plan future subscriptions.
Accelerate Sub-Order Creation with Scaled Batch Sizes: Streamline your quote-to-order process by using scaled batch sizes to generate sub-orders faster within Enterprise Sales Management. Enable your sales reps to convert high-volume quotes efficiently while maintaining system stability and staying within query limits.
Access More Industries Components in Agentforce Communications: Standardize processes and streamline workflows with a new suite of common components in Agentforce Communications, formerly Communications Cloud. These modular tools integrate into your architecture, helping you expand across verticals without requiring add-ons.
Apply Promotions to a Quote and an Order to Boost Sales: Enhance your sales strategy with configurable promotions. Easily configure promotion details, including type, duration, and eligibility, and add coupons for manual promotions. View and apply tailored promotions to a quote and an order directly from the configurator or the Transaction Line Editor to acquire new customers or deepen relationships with existing ones. Your sales team has the flexibility to close every deal with the best offer. You can also apply manual promotions on the quote and order record page.
Associate Cloned Quotes with New or Existing Opportunities: Associate a cloned quote with a different existing opportunity or a newly created one directly within the cloning workflow and eliminate manual re-association steps for your sales team. Previously, sales reps had to clone a quote and then manually re-associate it with the correct opportunity in a separate step. Consolidating these actions streamlines the sales process and reduces data entry errors.
Billing and Usage Assistant is Scheduled for Deprecation: Billing and Usage Assistant is scheduled for deprecation in Summer `26. After the deprecation, you can no longer use Billing and Usage Assistant in Communications orgs on Summer `26 and later.
Boost B2C Growth with a Consumer Sales API Suite: Improve your sales and meet the demand for modern B2C subscription models by deploying a robust, API-first Cart-to-Asset experience. Connect REST APIs give your developers a streamlined, industry-specific interface for every step of the sales journey. The API-first Cart-to-Asset experience provides a digital experience where anonymous shoppers with an integration user profile can easily find, configure, and purchase products in a consumer-friendly experience. Enable you to close critical deals and significantly boost customer acquisition in this crucial, high-volume market segment.
Communications Cloud Sales Is Now Revenue Cloud for Communications: We have updated product documentation and in-app wording to reflect the renaming of Communications Cloud Sales to Revenue Cloud for Communications. This name change doesn’t affect the functionality of Revenue Cloud for Communications. During the naming transition, the old name might still appear in some Salesforce resources.
Communications TM Forum API: The Spring `26 release introduces TMF API extensibility and direct access to Industry APIs. Customers can customize TMF APIs using Apex lifecycle hooks and GraphQL queries while maintaining TMF compliance. Inbound Industry APIs can now also be invoked directly through Connect/Apex REST endpoints without routing through the MuleSoft gateway.
Confirm Deletion of Quote Line Items in the Summary Tab: The Summary tab prompts for confirmation when you delete a Quote Line Item in an Enterprise Sales quote. This step prevents accidental removal and confirms that the deletion is intentional.
Consumer Sales in Revenue Cloud for Communications: Introducing Consumer Sales for business-to-consumer (B2C), your comprehensive solution for effective and consistent customer management, built on the powerful Salesforce Platform. Use persistent cart, standard Salesforce objects, Connect REST APIs, and a rich portfolio of Revenue Cloud functionalities. With the enhanced B2C Sales Journey, empower your admins and developers to capitalize on the growing subscription market by using an enhanced cart-based sales journey, specifically designed for residential, and small business users.
Enterprise Sales Management: Improve quote clarity and workflow efficiency with new controls. Manage larger orders and link cloned quotes directly to opportunities. Protect your data by retaining original pricing and confirming line item deletions.
Promotions in Revenue Cloud for Communications: Use promotions to help businesses influence buying decisions and accelerate growth. Sales reps can view and apply promotions to quote and order during configuration in the Transaction Line Editor, and see real-time price adjustments reflecting discounts in the price waterfall. Sales reps can view applied promotions on assets, and amend, renew, and cancel products that have promotions. These capabilities offer greater control and efficiency in managing sales and revenue strategies.
Optimize Invocable Actions User Access with New Permission Set: Simplify permission management by granting precise access to the prebuilt invocable actions in the Communication, Media, and Energy & Utilities managed package. To ensure that your users maintain access to the necessary invocable actions, migrate from the managed package licenses to the permission set licenses, and use the CME Agentforce permission set.
Optimize User Access with New Permission Set: Simplify permission management by granting precise access to Consumer Sales features. To ensure that your users maintain access to the necessary Connect REST APIs and objects, use the Consumer Sales User permission set.
Prevent Unnecessary Action Status Updates During MACD Operations: Preserve the Existing status on asset line items when Move, Add, Change, Delete (MACD) rules update attribute properties without altering the actual values. Industries CPQ compares the original and current values so that only actual data modifications trigger a Change status. Previously, both value modifications and metadata changes triggered a status update to Change. This feature requires Standard Cart APIs to be enabled.
Process Large Enterprise Quotes with Enhanced Stability: Manage your large enterprise deals with a robust, optimized processing engine. Your sales reps can execute bulk Move, Add, Change, Delete (MACD) operations without timeouts or system instability. High-volume datasets previously caused transaction failures and governor limit errors, leading to breakdowns in the quoting workflow.
Quickly Create Orders from a Quote with Promotions: Enhance the efficiency of sales reps by automating the creation of orders from a quote with promotions based on different criteria, such as recipients, fields, or groups.
Refine User Access with a New Permission Set: Simplify permission management by granting precise access to Revenue Cloud for Communications features. The Comms Sales Features permission set is renamed to Revenue Cloud for Communications Features. To maintain access to the necessary flow, connect APIs, and multisite features, use the Revenue Cloud for Communications Features and CME Sales Features permission sets.
Retain Original Asset Pricing During Modifications: Preserve original asset prices during Move, Add, Change, Delete (MACD) operations in Enterprise Sales Management by defining attributes in Industries CPQ. Now, pricing calculations run only when you modify a price-impacting attribute, such as a manual override, applied discount, or quantity change. Updates to non-price attributes no longer trigger automatic repricing. Industries CPQ identifies these attributes via attribute-based pricing. This feature requires Standard Cart APIs to be enabled.
Revenue Cloud for Communications on Salesforce Platform: Discover, set up, and configure Revenue Cloud for Communications features with Salesforce Go. Boost your customer acquisition and revenue by applying customizable promotions to quotes and orders during configuration. Implement Consumer Sales to enable a comprehensive business-to-consumer (B2C) sales journey, built on the Salesforce Platform for managing residential and small business customers. By leveraging a unified B2B and B2C logic on the same org, communications service providers can accelerate the launch of consumer offers using the common pricing rules and product catalogs. Learn more about these and other enhancements in Revenue Cloud for Communications.
Simplify Revenue Cloud for Communications Feature Configuration and Setup: With Salesforce Go, you can discover, set up, configure Revenue Cloud for Communications features, 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. Explore more Revenue Cloud for Communications products and features from Salesforce Go.
Simplify Subscription Changes for Products with Promotions: Help your sales reps support existing customers by making it easy to update products with active promotions when a customer wants to make changes. Sales reps can handle products efficiently and accurately during amendment, renewal, and cancellation of products that have active promotions. This capability ensures that customers can amend, renew, or cancel products that have promotions, providing a frictionless experience for sales reps.
Transform Product Discovery with New Flow and Context Definitions: Enhance product discovery by transitioning users to use the Multi-Recipient: Discover Products flow and MultiRecipientProductDiscovery context definitions for browsing the products from the Browse Catalog page. If you've implemented the configuration for the Browse Catalog page before Spring ‘26, we recommend that use the new product discovery flow and context definitions, the Multi-Recipient: Discover Products flow and MultiRecipientProductDiscovery context definitions.
Upsell and Cross-Sell Products for Service with Agentforce: Use Agentforce to empower every technician and service rep, regardless of their expertise, to identify and propose upgrades or add-ons for specific assets or recommend new products during customer interactions. The agent navigates users through product discovery, clarifies user intent for accuracy, and identifies the most relevant product options based on customer needs. It then helps generate quotes for selected products and capture quote approval.
View Placeholders for Hidden Attributes in Enterprise Sales Quotes: Get immediate context regarding attribute visibility in the Enterprise Sales Quote interface. When catalog configuration rules hide attributes, a placeholder UI label now appears rather than the fields disappearing. This UI label helps sales reps focus on customer-relevant data during the quoting process.
Communications: Learn more about the latest features from Agentforce Communications, formerly Communications Cloud, that enhances your experience with access to new Industries common components. Manage larger orders and link cloned quotes to opportunities in Enterprise Sales Management. Discover, set up, and track usage of Revenue Cloud for Communications features with Salesforce Go. Boost revenue by applying promotions directly to a quote or an order.
Legal Documentation: We made seasonal updates to Salesforce Legal Documents.
Compliant Data Sharing: Compliant Data Sharing custom object record owners can now delete custom object participant records by using a new setting.
Delete Compliant Data Sharing Participant Records: For Compliant Data Sharing custom objects, record owners have more control to manage participant records. Users without delete access to the Compliant Data Sharing parent custom object can delete a participant record if they own the parent record.
Confirm Salesforce CRM Connection Changes for Enhanced Security: Enhance security by confirming your intent when you reauthenticate or disconnect a Salesforce CRM org. This step confirms your agreement that the Data 360 org retrieves—or stops retrieving—data from your source org, enhancing security.
Connect REST API: Integrate mobile apps, intranet sites, and third-party web applications with Salesforce using Connect REST API.
ConnectApi Rate Limit Changes: To avoid potentially restrictive per user, per namespace, per hour ConnectApi rate limits, we’re migrating orgs to the per org, per 24-hour Salesforce Platform API rate limit. Orgs created in Summer ’24 and later are already using the Salesforce Platform API rate limit. For migrated and new orgs, only method calls that require Chatter are subject to the per user, per namespace, per hour rate limit.
Consumer Goods: Optimize retail execution with AI-driven insights in Consumer Goods Cloud with Retail Execution Visit Assistant. Streamline field operations for users with visit, order, and document cancellation. Prevent duplication of listing classification records with enhanced checks, and improve tour management with new and updated data objects. Diagnose and optimize sync performance using Named Query Analyzer. Generate professional documents with improved PDF previews, custom dimensions, and global date formats. Capture inventory actuals and streamline synchronization with the automatically installed TPM Data Connector. Set up certain Consumer Goods features from a single location through Salesforce Go.
Context Service: Manage large context definitions with more ease by using the enhanced context definition mapping user interface with inline search and improved sort and filter abilities. Map extended context definitions to custom data spaces that contain preprocessed, harmonized, and unified data from multiple sources. Context Service now supports Second-Generation Managed Packaging (2GP). You can now package and deploy deactivated context definitions.
Control Service Object Updates Directly in Service Design: Service designers can now directly create, view, and select attributes from the service object, then add them as Service Process Attributes. This process eliminates the need to rely on system admins for context definition and mapping. You can specify default values or make these fields available for user entry, ensuring your primary record captures the relevant, up-to-date inputs.
View Your Consumption Overages in Tokens: Eliminate the manual effort involved in identifying token overages. Agentforce identifies token overage at the account level and help in creating quotes with appropriate token packs, which enables sales teams to upsell token packs easily.
Achieve Transactional Integrity with a Single Click: Provide a unified experience to global customers, preserving transactional accuracy in your Industries CPQ cart. Prevent potential billing errors for your customers by displaying the order and pricelist currency, regardless of their currency setting.
Enhance Asset to Order Conversion with New Record Type Field: Customize orders by defining your preferred record type value in the API payload. Include the RecordTypeId in the InputField parameter when converting an asset to order under the Standard Cart API’s assetToOrder action.
Get Accurate Line Item Pricing Values with Improved Decimal Precision: Achieve data clarity and consistency with precise line item values up to five decimal points. You can set the preferred precision to control the number of decimal digits appearing in the pricing line item of the Enhanced LWC Cart.
Get Pricing Benefits by Retaining Original Asset Price in Standard Cart APIs: Provide an elevated user experience by retaining the original contract price. Retain the pricing discounts and minimize billing disputes even when updating the nonimpacting pricing attributes for the user. Manage all the subscriptions and assets while preserving their pricing advantage.
Integrate DRO with Industries CPQ: Enable streamlined order operations by connecting Industries CPQ with Dynamic Revenue Orchestrator (DRO) within a unified platform. This integration supports existing Enterprise Product Catalog (EPC) structures, without the need for commercial and technical catalog migration. The DRO system facilitates fulfillment by decomposing complex products into technical products based on attribute rules, product hierarchies, custom order fields, and defined decomposition relationships. Use the DRO Decomposition and Fulfillment workspace to streamline your entire order lifecycle by creating detailed, end-to-end orchestration plans. Gain full control over complex scenarios as DRO efficiently processes advanced orders like Change of Plan, In-flight Amendments, and sub-actions. DRO comprises features such as order management console, fallout, and jeopardy management and order priorities.
Optimize Performance for Complex Carts with Level-Based Pagination for Standard Cart APIs: Provide an improved user experience for your Industries CPQ Cart with large product bundles with deep hierarchies. Achieve reduced loading time and Apex Governor limit by implementing a level-based approach to loading the cart content. You can load the top-level items first, followed by their first-level children.
Prevent Unnecessary Action Status Updates During MACD Operations: Preserve the Existing status on asset line items when Move, Add, Change, Delete (MACD) rules update attribute properties without altering the actual values. Industries CPQ compares original and current values to ensure only actual data modifications trigger a Change status. This logic prevents unnecessary processing errors in downstream Order Management systems.
Streamline Cart Operations and Data Updates with Advanced Caching: Provide an effortless user experience in the Industries CPQ cart operations. Guarantee uninterrupted availability for critical pricing updates and configuration data. This capability extends even to massive datasets with the high-performance Enhanced Caching Mode.
Support Larger-Scale Assets with Extended Asset Line Numbering: Maintain unique identifiers for high-volume accounts by expanding your asset identification scale. You can manage up to 9,999,999 root assets without any duplicate numbering issues during assetization. This enhancement ensures line number uniqueness within the context of each account.
Create Multisite Quotes Quickly: The Auto Quote action automates the process of loading site data and creating groups and group members, so that the users can focus on product selection and configuration.
Criteria-Based Search and Filter: Use Criteria-Based Search and Filter to design a search experience for your users. You can configure a search based on a single object that unifies complex sets of data, such as inventory and aggregated customer information that’s otherwise spread across multiple objects and fields. Criteria-Based Search and Filter can be customized to meet varied business requirements.
Customize Out-of-the-Box AI Insights Prompts: Work with more accurate insights based on updated out-of-the-box insights prompts that are now more effective. Modify the out-of-the-box insights prompts to accommodate unique use cases based on your specific business needs. Easily adjust insights prompts and also quickly revert to default templates, leading to more relevant and actionable intelligence
Activate Customer Insights Faster: Get your system up and running faster with a streamlined, more reliable activation process. Enhancements to data processing give you faster recommendations, helping you take immediate, effective action. Easily turn channels on and off with the new channel activation options in setup.
Process Large Data Volumes: Scale your implementation to handle increased usage and larger data volumes without slowing down performance. Staging transformation, increased LLM processing limits, and the newly introduced Small Language Model (SLM), help reduce credit consumption and prevent activation failures during onboarding. Channel-specific data pipelines process data faster for your users.
CSI Score (Beta): Translate complex customer signals into unified, trusted scores to reduce departmental data silos. Gain a unified view of business health by turning perception, behavioral, and operational signals into nine composite scores that form one definitive CSI score. View overall business performance without reconciling conflicting departmental reports. These scores reveal drivers of customer health, surface emerging risks, and help leaders align teams to make outcome-driven decisions.
Customize CSI Score to Your Business Strategy: Every business defines customer success differently. Serve these unique business requirements by cloning or extending the CSI Score semantic model. Map extra data model objects (DMOs) to include proprietary signals in the semantic layer. Modify calculated fields, adjust metric weights, and add KPIs to tailor composite scores and the all-up CSI score.
Monitor Business Health with the CSI Score App: Get instant visibility into customer health with prebuilt dashboards that accelerate time-to-value by delivering immediate, actionable insights. The app visualizes your composite scores, all-up CSI score, and predictive top drivers. Use KPI relationships to uncover exactly how individual KPIs drive changes in composite scores. Executives can focus on specific priorities by using the My Metrics tab, or evaluate comprehensive performance from the All Metrics tab. Leaders get a unified executive view while retaining the ability to drill down into the metrics driving performance.
Simplify Score Analysis with AI-Powered Insights: Understand the factors driving CSI score trends by using Insight Summary. This AI-generated summary provides an immediate explanation of the top two composite scores that impacted the all-up CSI score during a period. Powered by Tableau Next's Metric Insight Summaries, these insights provide clarity on how specific dimensions influence CSI scores to build company-level decision confidence.
Analyze Customer Signals with an Impartial Scoring Framework: Transform raw customer signals into actionable intelligence by using a tiered scoring framework. Rather than relying on simple averages, the framework standardizes diverse KPIs onto a common scale. Governed weighting prevents high-volume data from overpowering critical signals to maintain statistically sound scores. Leaders get an impartial baseline to evaluate business health without functional bias.
Identify Top Score Drivers with Predictive AI Models: Use AI models to identify the top drivers for each composite score and remove guesswork. The models calculate Global SHAP (Shapley Additive Explanations) values to reveal which KPIs have the highest statistical leverage across your accounts. While initially trained on synthetic data, admins can retrain the models with company-specific data. Show executives cause-and-effect connections within your unique customer base.
Accelerate Time-to-Value with Guided CSI Score Setup: Verify your org’s readiness and install CSI Score assets by using a guided setup checklist. Install all CSI Score assets including the CSI Score semantic model, Tableau Next dashboards, and the Lightning app. The process automatically installs and trains the predictive models with synthetic data. The app installation includes rules to conditionally update score calculations and weights based on data model objects (DMOs) mapped in Data 360.
Enhanced Context Definition Mapping User Interface: Streamline your context definition mapping experience with a redesigned user interface allowing for more efficient management of large context definitions. Speed up your configuration process by managing Input and sObject mappings from a single interface. Map attributes and fields faster with inline search, and enhanced sort and filter capabilities.
Preserve Customizations and Inheritance When Cloning Context Definitions: When you clone an extended context definition, you can now maintain its inheritance from the parent standard definition. This enhancement ensures that your cloned definitions, including all custom nodes, attributes, and mappings, remain eligible for upgrades in future releases. Previously, cloning an extended definition broke the link to the standard source, requiring manual rework to apply upgrades.
Select Data Space for a Context Mapping: Use the power of Data 360 for your extended context definition by changing a mapping to a custom data space. Reduce the possibilities of mapping errors by selecting a data space that contains preprocessed, harmonized, and unified data from multiple sources for all data model objects (DMOs).
View and Align Out-of-Territory Accounts on the Desktop Site: Now view and align accounts outside your current territory directly from affiliation lists on the desktop site. Manage your activities more efficiently with immediate access to summaries of affiliated accounts. Previously, this feature was available only on the Life Sciences Cloud mobile app.
Shape Strategies by Using Collaborative Medical Insights: Capture observations directly from field interactions in the Life Sciences Cloud mobile app to understand trends and guide engagement strategies. Validate findings through peer upvoting and hierarchical grouping to make sure that high-priority concerns surface quickly. Drive informed execution plans in your team by using insights and shared knowledge to identify opportunities and mitigate risks effectively.
Customer Signals Intelligence: Get going faster with a more streamlined setup experience. Empower your reps to address customer needs more effectively with real-time insights. Updated prompts that you can further edit for your specific business needs. Enable faster performance for large data volumes with improved capacity and higher processing limits while reducing costs.
Customization: Complete Setup tasks more efficiently with the help of an AI assistant with Setup with Agentforce (beta). Import and export translation files more easily with enhancements to the Translation Workbench.
Update Apex Code and Flows for Changed Sharing Recalculation Behavior (Release Update): To optimize performance after large-scale updates to groups or roles, Salesforce now performs some sharing recalculations asynchronously. If Apex code and flows require that share records be updated immediately, the code and flows can break when this release update is enforced. Update Apex classes, tests, and flows that update group membership or roles if they rely on synchronous sharing recalculation. This update is available starting in Spring ’26.
General Setup: Add the Request Approval component to record pages so users can submit records for approval without the need for a custom button. Install a release update to address new sharing recalculation behavior.
Customization Features Released by Month: Some Customization features and changes are released as often as monthly, so check back again for the latest updates. The Spring ’26 release includes updates happening from March 2026 through April 2026.
Expand Reporting Capabilities with More Row-Level Formulas: Save time on reporting and generate deeper insights by including up to three row-level formulas in your Data 360 reports. Calculate values directly in the report without adding formula fields on an object. For example, calculate both the commission rate and the time-to-close metric in a single report without adding a formula field on the object. Previously, reports supported only one row-level formula.
Create Engagement Target Objects Directly in Batch Data Transforms: Create Engagement data lake objects (DLOs) and data model objects (DMOs) without leaving the batch transform editor. Previously, transforming results to an Engagement target object required exiting the workflow to manually create the object first. Now, you can save time and streamline your workflow by creating the target object directly in the builder.
Act on Data: Share your data with external data sources, create data actions, creation activation targets and activations, build flows, or enrich your Salesforce org with Data 360 data.
Create Segments: Create segments in Data Cloud to understand, filter, and then use unified data for marketing and other purposes.
Use and Build AI Models: Create your own predictive models or connect to external AI models using Data 360.
Analyze Data: Use various tools and products to analyze your data from Data 360 to gain insights and take action.
Build and Share Functionality: Extend the use of Data 360 by building a sharing functionality using data kits and packages.
Connect Data: Bring data into Data 360 by either ingesting data or connecting metadata using data federation.
Build a Semantic Model: Create, manage, and query semantic models using Tableau Semantics.
Leverage Currency Fields in Copy Field Enrichments: You can now copy financial data from Data 360 data model objects (DMOs) to your Salesforce objects using currency fields. Accelerate calculations for key metrics such as lifetime value (LTV) and total customer value (TCV). Use this capability in single currency orgs only. Multi-currency orgs aren't supported.
Accelerate DX Inspector Data Deployment with SOQL: Speed up your deployment process from DX Inspector by using SELECT queries to define the records that you want to deploy. Enter Salesforce Object Query Language (SOQL) queries to fetch specific records and fields from your source org. This feature is a faster alternative to filters, enabling you to fetch data based on complex criteria instantly.
Develop with Data 360: Build, automate, and extend your data strategy using developer tools and APIs to create seamless integrations and custom solutions within Data 360.
The New Data Mask and Seed (Beta): Secure your sandbox data by using the new Salesforce Data Mask and Seed (beta). Admins and dev teams can define Data Mask policies and use them to mask sensitive sandbox data, such as proprietary, restricted, government-regulated, and personally identifiable information (PII).
Run Masking Jobs with Flexible Execution: You now have more control over when to mask your data. With the new Data Mask and Seed (beta), you can manually run masking jobs or schedule them to run later. This flexibility helps you align data preparation with your team’s development cycles and maintenance windows.
Get Precise Detail from Informative Masking Job Error Messages: Effectively troubleshoot masking jobs with error messages that provide precise details, including problematic record IDs and offending fields. Masking job error messages also include a link to documentation explaining common errors. By identifying specific records and fields that cause issues, you can immediately address data integrity problems in your sandbox and get it ready for use.
Maintain Field Value Distribution with Data Mask and Seed (Beta): The new Data Mask and Seed (beta) analyzes the existing distribution of field values across your sandbox object records during a masking job. This process makes sure that the masked data reflects the original frequency and proportion of values for each field type. Your developers can work with realistic datasets that mirror the statistical profile of your production environment while keeping sensitive information secure.
Mask Sensitive Data by Using Data Mask and Seed (Beta): The new Data Mask and Seed (beta) is a native Salesforce app and not a managed package. As a native app, users don’t hassle with managed package installation. Instead, the Salesforce platform automatically applies necessary app updates.
Proactively Detect Personally Identifiable Information with Data Mask and Seed (Beta): The new Data Mask and Seed (beta) automatically identifies object fields in masking policies that contain personally identifiable information (PII). During policy configuration, the feature provides a suggested “Mask With” option for these object fields. Suggesting “Mask With” options reduces the manual effort required to secure sensitive data in your sandbox environments. You can always modify the suggested “Mask With” option for an object field.
Work with the Data Mask and Seed’s (Beta) Redesigned User Interface: Configure data masking tasks more easily with a redesigned, intuitive interface. The updated experience provides well-organized displays and clear messaging to simplify navigation and the configuration process for admins and developers.
Merge Copy Field Enrichments from Sandbox to Production: Streamline the development lifecycle by using the Data Kit and Change Set framework to merge copy field enrichments from a development sandbox into a production environment. This capability reduces the risk associated with manual configuration and ensures consistency across environments.
Prepare and Model Data: Transform your raw data, map to the Customer 360 Data Model, and build data graphs in Data 360.
Process Content: Use generative AI-based tools in Data 360 to process unstructured data for use in AI, automation, and analytics workflows.
Data Processing Engine: Preview how your definitions transform data and instantly validate and debug definition design right for the builder. Create and run definitions in Data 360 companion orgs. Use a unified view to track the performance and key metrics of definitions. Get actionable recommentations for failed runs and download failed records to debug faster. Find and focus the Data Processing Engine canvas on nodes that you want to work on.
Get Holistic Insights About Definition Performance in a Single View: Get comprehensive observations about the performance of definitions and their runs on the Analysis tab. Use the tab’s insights to stay informed about duration and data processing volumes for the latest and previous runs. Make informed decisions about your org’s Data Pipeline usage requirements by tracking the execution and writeback utilization numbers. Easily find the reasons and the remedies for failed runs.
Monitor Record Group Counts for Composite Writeback: Monitor Workflow Services shows the aggregated count of input, output, and failed record groups for Composite Writeback nodes. Record group counts from child tasks roll up to the node's parent task. Unlike tasks for other nodes, Composite Writeback tasks track record groups generated by the node's grouping logic.
Run Definitions in Data 360 Companion Orgs: Enhance your multi-org setup by creating definitions in companion orgs to transform data from data model objects (DMOs), data lake objects (DLOs), and calculated insights. You can decouple central business processes orchestrated in the home org from local processes managed in companion orgs.
Retrieve Details of Records that Failed Writeback: Download the details of the records that definitions failed to write back. You can individually download the failed records for each Writeback Object node with failed records. Use the failed record details to diagnose issues in the definition or the records that caused the write back to fail.
Get Actionable Guidance for Failed Runs: Monitoring Workflow Services now provides more contextual messages that identify the root causes of run failure. The messages come with actionable solutions that empower you to fix issues related to definition design, access controls, and runtime platform setup or performance. You also get to know about the exact stage during the execution process when the run failed.
Locate Nodes You're Looking for with Ease: Use advanced search in the Data Processing Engine builder to jump to the node you want to review or reconfigure. When you select a node from the search results, the canvas automatically centers on the selected node and its neighbors.
Validate Logic and Debug Faster with Data Preview: Validate your definition design instantly during creation. Generate data previews to verify that your configuration meets business needs and to identify logic errors. Use input variables to simulate different runtime conditions and apply data source filters to isolate specific datasets. Easily search the results to check whether definitions are working as expected. Intuitively correlate the results with node configurations and visualize how data flows across nodes.
Use Search in Data 360: Ground search on unstructured and structured data in Data 360 to use generative AI, improve analytics, and use automation tools.
Visualize Your Data Without SQL in Data 360: Validate data quality and structure without using SQL. Powered by Data Lens, the Preview button in Data 360, provides a view of sample data and profiling insights. Data Lens maintains the same permission model as other Data 360 viewing applications, such as Data Explorer. Dynamic PII masking protects data displayed in the Preview window. The Preview button appears on Data Lens-powered tabs in Data 360. Currently, this includes Einstein Studio and Segmentations.
Get Started with Data 360: Learn about editions, feature availability, guidelines and billing before you get started using Data 360.
Deploy Code Extension Components Using Data Kits (Beta): Use a DevOps data kit to move custom code deployments or data transforms created using custom code from sandbox to production. When you add a data transform created using custom code to your data kit, the associated custom code is automatically included in the data kit. When your custom code references either data lake objects or data model objects, you must manually add the referenced objects to the data kit.
Deployment: Whether you’re an admin using point-and-click tools or a developer writing code, these enhancements help you deploy your changes to a target org.
Design Flexible Eligibility Rules with Granular Logic Control: Empower your designers to create and manage eligibility rules without technical help, speeding up decision-making and providing only relevant service processes. The intuitive, modular UI guides you through defining complex qualification and disqualification logic across all your service offerings. Designers can now implement flexible conditions at the rule level, giving you control over the logic, freeing you from the limitations of a rigid structure.
Development Environments: Development environments are full-featured Salesforce environments that you use to develop and test existing or new features and custom applications. They include Developer Edition orgs, sandboxes, and scratch orgs.
Create Full Sandboxes for Large Production Orgs Faster with Quick Create: The Quick Create technology is now available for production orgs larger than 1 TB that are hosted on Hyperforce instances. While performance varies by org, most customers see processing times two to three times faster with Quick Create than the legacy method. With this capability, you can focus more time on developing and testing solutions, and less time waiting for sandboxes to build. Previously, the Quick Create technology was available only for production orgs up to 1 TB.
Development: Whether you’re using Lightning components, Visualforce, Apex, or Salesforce APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.
New and Changed Items for Developers: Here is where you can find new and changed objects, calls, classes, components, commands, and more that help you customize Salesforce features.
DevOps: Salesforce DevOps brings best practices to development teams, empowering developers and builders to collaborate and deliver high-quality applications. By using a repeatable and scalable process aligned with Application Lifecycle Management (ALM) principles, your teams can accelerate innovation.
Enhance DevOps Center Security with External Client Apps: Use external client apps to configure and manage single sign-on (SSO) and OAuth authorization for DevOps Center. DevOps Center is transitioning from connected apps to improve security. From Spring’ 26, when installing DevOps Center in a new org, you now create an external client app instead of a connected app.
Modernize Your Application Release Lifecycle with Next Generation DevOps Center (Generally Available): Manage releases from a click-based central hub that improves team collaboration across change and release tasks. You can use Agentforce to resolve complex merge conflicts and deployment failures with natural language prompts. This feature, which is now generally available, includes some changes since the beta release, such as support for Bitbucket, data deployment, and the ability to combine work items to fix conflicts.
Discovery Framework: Map each assessment response to the exact version of the question shown to the user. Keep a precise audit trail of question text and user responses. Save time by creating assessment questions with generative AI so that you can generate, edit, and refine questions by using natural language instructions.
Capture Assessment Responses with Exact Question Versioning: Map every assessment question response to the specific version of the question displayed to the user. Maintain a more precise audit trail of the question text and the responses from the user. Track and analyze customer interactions effectively by maintaining exact version context, resulting in improved decision making and customer service.
Generate Context-Specific Questions with Generative AI: Reduce the manual effort of creating assessment questions by using the power of Generative AI. Use natural language instructions and AI to generate assessment questions for a form. Edit and refine the generated questions directly in the assessment form to make sure they fit your business needs.
Design and Visualize Decomposition Rules for Enterprise Price Catalog Products: Create and manage decomposition rules for Enterprise Price Catalog (EPC) products and product classes by using the graphical interface in the Decomposition Workspace. View the complete hierarchy of the technical bundle structure and make the design process intuitive and user-friendly.
Design Decomposition Rules Seamlessly by Using the Enhanced Workspace: View the product class-based decomposition rules inherited by a product alongside the product’s decomposition rules in the Decomposition workspace. The canvas also shows the complete hierarchy of the technical bundle structure when products decompose into technical product bundles. This enhanced visibility provides a more comprehensive view of the decomposition rules with increased clarity.
Plug Custom Logic Between Decomposition and Plan Generation: Insert custom logic to update the fulfillment order line item data between the order decomposition and plan generation processes. Gain greater control over the fulfillment process and align your order data with specific fulfillment requirements to craft a more efficient plan. Use the individual invocable actions to run decomposition and orchestration as separate processes independent of each other.
Migrate Rules Between Salesforce Orgs: Speed up your deployment cycles and keep data consistent by easily moving decomposition rules and associated condition data between Salesforce orgs.
New Invocable Actions in Dynamic Revenue Orchestrator: Manage complex sales transactions more effectively by decomposing and orchestrating quotes or orders independently. Use the new invocable actions to improve the operational efficiency of a sales process.
Extend Orchestration to All Business Transaction Types: Design and run orchestration for any business process with the usage type framework. Bring your own context definition and automate new business processes for non-sales transactions. For example, automate the Dunning process using the Collections Plan object. Dynamic Revenue Orchestrator (DRO) further automates generation of a generic, product-independent plans for orders.
Orchestrate Industries Configure, Price, Quote (CPQ) Orders by Using Dynamic Revenue Orchestrator (DRO): Use the advanced orchestration capabilities of DRO for Industries CPQ orders. As the platform is preintegrated with Industries CPQ, you can adopt DRO without migrating your commercial product data out of Enterprise Price Catalog (EPC). The preintegrated platform establishes accurate data exchange and a smooth transition.
Orchestrate Move and Change of Plan Orders from Industries Configure, Price, Quote (CPQ): Develop specialized fulfillment scenarios to manage asset transfers and plan changes in Industries CPQ. Manage asset movement between locations or accounts, and handle upgrades, downgrades, or plan switches after the initial purchase. With Dynamic Revenue Orchestrator, design precise fulfillment logic to manage services effectively, and establish proper execution and dependency management for all related tasks.
Prevent Callout Failures During External System Downtime: Configure callout fulfillment steps to stop execution automatically when the external system is under maintenance. This configurable offline support puts the steps on hold to prevent fatal failures. Callout steps on hold appear on the fulfillment plan for fulfillment operators and managers to track and act on.
Streamline Metadata and Data Deployment with DX Inspector (Generally Available): Maintain data integrity by moving specific metadata and configuration data changes from your current Salesforce org to a target org in a single orchestration from DX Inspector. This feature scans your org to identify metadata and data dependencies, preventing deployment failures caused by missing dependencies. This feature, which is now generally available, includes some changes since the last release.
DX Inspector: Improve your app building experience with the DX Inspector enhancements. To access DX Inspector capabilities, you need to opt in to the terms and conditions.
Track Development Activities in Your Org with DX Inspector Activity History: View a chronological timeline of key development activities, including commits, deployments, and reviews, to enhance transparency and support quicker issue resolution. Search by activity name, type, status, or date, and access detailed error messages for failed events.
Dynamic Revenue Orchestrator: Extend orchestration capabilities to any business transaction. Insert custom logic between decomposition and plan generation to derive and update fulfillment data. Prevent callout step failures as they are paused during external system downtime. Migrate rules efficiently between Salesforce orgs. Use Decomposition Workspace for better clarity and graphical rule design for Enterprise Price Catalog products. Orchestrate Industries Configure, Price, Quote orders through direct integration with Enterprise Price Catalog and orchestrate move and change of plan orders.
Create Dynamic WhatsApp Messaging Content: Go beyond simple data collection. Transform your WhatsApp Flows into dynamic, data-driven experiences to drive higher customer engagement and conversion rates. Based on input data and user responses, adapt the message content and screens. For example, offer personalized interest rates based on the user’s credit history or dynamically render the next screen in a WhatsApp Flow based on a user’s response in the previous screen.
Accept Clearer Terms and Conditions in Enhanced Chat: Read and accept a modernized Terms and Conditions page for Enhanced Chat channels. When you create your first Enhanced Chat channel, you’re prompted to accept terms and conditions only once per Salesforce org. Get the information you need quicker with shorter, simplified text and links.
Education: Learn about the latest features from Agentforce Education, formerly Education Cloud, that boost productivity throughout your organization. Support recruitment, admissions, academic operations, student success, advancement, and alumni engagement with the latest CRM and student information system (SIS) capabilities.
Accelerate Transfer Credit Evaluations in the Application Process: Speed up learning equivalency evaluations and reduce student wait time by requesting estimates for transferable credits directly in the application portal. Applicants can enter details of prior learning and upload supporting documents and images in each admissions application. They can also reuse previous estimates to prefill and create official transfer credit requests. When an applicant submits their information, automatically create records and streamline the review process.
Agentforce for Education: Streamline student financial management, offer autonomous transfer credit estimates, strengthen prospect research strategy, and centralize course collaboration within Slack.
Centralize Course Collaboration in Slack with Agentforce: Manage Course Operations workflows in Slack with Agentforce. Faculty can create channels for each course offering, maintain accurate participant lists, and publish a syllabus canvas in the same space where communication already happens. Real-time updates and easier access to course resources provide students with a unified academic experience.
Configure Educational Characteristics to Enforce Eligibility Checks During Course Registration: Clearly communicate eligibility criteria to students during course registration. Configure complex eligibility logic on learning courses by using a flexible and scalable framework. Define and assign identity-based attributes to students, such as major, cohort, or honors status, that tie to specific time frames. Automatically evaluate student attributes against eligibility criteria to enforce enrollment rules. Show students the required educational characteristics of each course to help them make informed decisions. Maintain accurate enrollment data and comply with institutional policies.
Connect Your Student Information System with Learning Management Systems: Synchronize data between your student information system (SIS) and learning management systems (LMS) by using MuleSoft Anypoint or Flow connectors. Connect to Canvas, Moodle, Blackboard, and D2L Brightspace by using the out-of-the-box Anypoint connectors, or use a Flow-based Canvas connector for simpler use cases with fewer transformations.
Empower Advisors to Help Students with Personalized Career and Goal Planning: Provide personalized guidance and help students define and achieve career and life goals. Advisors can access the involvement groups and a library of career and interest assessments. They can recommend the right fit to students based on the student's profile, preferences, assessment insights, and so on.
Enhance the Efficiency of Academic Petitions and Waivers: Easily create and manage academic petitions and waivers with an intuitive form builder and configurable approval workflows. Centralizing tracking and outcome management reduces manual errors and ensures a smoother process for administrators, students, and faculty or staff.
Use Tailored Gift Visualizations for Each Planned Gift Type: Access eight dynamic visualizations that automatically adapt to the structure of each planned gift type using Flexcards in the Gift Planning app. These Flexcards present the most important details at a glance, helping relationship officers quickly assess value, timelines, and stewardship needs. Select a gift type to get a layout that shows only the fields that matter, streamlining review and data entry.
Help Students Register for High-Demand Courses Efficiently: Configure course waitlists to simplify the enrollment process and manage the demand for popular courses. Support students to join the waitlists of high-demand courses directly from the Experience Cloud site and notify them when seats open up, reducing the stress of monitoring course availability. Determine student enrollment priority and timing on a dedicated setup page. Send enrollment offers to students by using prebuilt flows. Students can accept or decline an offer to enroll, or remove themselves from waitlists.
Explore Learning Programs and Request Details Directly in Campus and Program Finder: Make the request for learning program information intuitive. Create a card view for learning programs in Campus and Program Finder. Provide a button for applicants, students, and families to request more information about specific learning programs conveniently.
Enhance Agentforce Education Feature Configuration and Setup: Discover and find configuration instructions for a broader range of Education features in Salesforce Go. Along with Recruitment and Admissions, you can now learn more about Alumni and Advancement, Student Success, and Academic Operations features, and get help with configuration by accessing content resources and links.
Gain Trusted Education Insights with a Unified Semantic Layer: Use the Tableau Semantic Layer to organize your data into a single, reusable model. This shared layer calculates metrics consistently across Tableau Next components, Agents, and Marketing Cloud Growth campaigns. With one trusted source of truth, teams can analyze performance, generate data, and make decisions with confidence.
Simplify Appointment Scheduling Setup in Agentforce Education: System administrators get clear guidance at every stage to quickly set up appointment scheduling topics, assign staff, and complete all prerequisite steps. This feature drastically cuts down on configuration time and reduces errors. Staff members now have a simplified experience to manage their own and their colleagues’ availability with a few clicks. Institutions can configure scheduling quickly and accurately by using intuitive guidance and education-aligned language.
Strengthen Prospect Strategy by Creating Slack Research Channels and Canvases with Agentforce: Integrate research workflows directly with Slack to accelerate decision making and improve collaboration across advancement teams. Give researchers and relationship officers a shared space to evaluate high-impact prospects. Researchers can build channels, publish canvases, and produce insights without leaving Slack. Relationship officers can join prospect-specific channels and review curated canvases.
Streamline Student Financials with Agentforce: Help students efficiently manage their accounts with the Student Financials Agent, which includes topics and actions that call on preconfigured flows and invocable actions. Students can chat with the agent to view their current balances, ask for fee breakdowns, and request more information about specific fees.
Streamline Transfer Credit Evaluations for Students: Create and manage transfer equivalency relationships and the entire transfer credit process from a unified interface that automatically matches and suggests credits. Registrars can use the guided process to review submitted documentation and to articulate credit transfer requests.
Support Applicants to Sign and Manage Their Application Submissions: Add control and flexibility to your dynamic admissions applications. Give applicants the option to digitally sign their applications when they’re ready to submit. Offer the flexibility to cancel unsubmitted applications and withdraw submitted ones.
Provide Autonomous Transfer Credit Estimates to Prospective Students with Agentforce: Help prospective students with application decisions by making transfer credit estimates readily accessible in the Transfer Credit Agent (beta). Estimate credits that are transferable into an institution or learning programs right in an agent session to reduce response time for evaluations. Save previous estimates to give students continuous access.
Agentforce Platform: Supercharge your workforce efficiency with predictive and generative AI.
Measure Agent Outcomes With Task Resolution: The Task Resolution metric, which scores agent outcomes for agents created with the new Agentforce Builder, is generally available. Tune and improve your agent’s effectiveness based on knowing how well it understands and resolves a user’s task. Deliver more meaningful outcomes that satisfy the user’s intent as expressed in a given conversation.
Connect Agents to Enhanced Chat v2 in Agentforce Builder (Beta): You can now add the Enhanced Chat v2 connection to an Agentforce Service agent in the new Agentforce Builder. This connection gives the agent context and structure that helps it deliver conversational messages on Enhanced Chat v2 deployments. You can also create and view your agent’s Enhanced Chat channels and Enhanced Chat v2 deployments on the connection's routing page. Previously, Messaging was the only connection available in the new Agentforce Builder and you couldn’t remove it from agents.
Build and Troubleshoot Agents Quickly with the Latest Builder Enhancements: Troubleshoot your agents more effectively with the new console in Agentforce Builder. The console includes a list of errors and warnings that could interfere with your agent’s performance, such as syntax errors or unexpected values. We also introduced more features that streamline the agent development process, including utility referencing in Canvas view and autocomplete in Script view.
The New Agentforce Builder Is Now Generally Available: Build powerful, predictable agents with the new Agentforce Builder in Agentforce Studio, now generally available. With Agent Script at its core, you can combine logical expressions and natural language prompts to create agents that follow sophisticated, multi-step workflows. With in-depth agent previews, trace, and debugging, you can release those agents to production with confidence. And with AI assistance built right into the text editor-inspired interface, you can get help at any stage.
Improve Subagent Classification with HyperClassifier: New agents created from the default Agentforce Service agent and Agentforce Employee agent templates in the new Agentforce Builder now use the Salesforce-owned HyperClassifier model for subagent classification. The HyperClassifier model outperforms standard LLMs in speed and precision, particularly when following complex instructions or adhering to negative instructions.
Create Employee Agents in the New Agentforce Builder (Beta): The new Agentforce Builder now supports Agentforce Employee agents, so you can build agents that support your customers and your employees. Previously, you could only create Agentforce Service agents, and you could only create them from scratch. Now when you create an agent, you can choose the default Agentforce Employee Agent template and get a head start with prebuilt topics and actions. Plus, any agents you build in the new Agentforce Builder appear in the agent list views in the Agentforce Studio app and Agentforce Agents Setup pages. No matter where you open them, they open in the new Agentforce Builder.
Migrate Your Agents’ Connected Apps to the External Client App Framework: With the Spring '26 release, you can no longer create connected apps. For the best customer experience, migrate your connected apps to external client apps. External client apps provide enhanced security, streamlined packaging, and a more robust framework for your apps. Existing connected apps and connected apps for Slack in the legacy Agentforce Builder aren’t impacted.
Deploy Agentforce to Any Channel with Custom Connections: Deliver engaging and intuitive Agentforce experiences on your unique business channels with secure, metadata-based custom connections. Help your agents structure multimedia responses by defining connection metadata that’s tailored to your channel.
Streamline Enhanced Chat v2 Conversations with the Latest Improvements: Build customer trust and empower service reps with popular Enhanced Web Chat features that are now available for Enhanced Chat v2 deployments. Prevent abandoned sessions by setting business hours and showing your customers their estimated wait time and queue position. Protect your deployments from automated threats with reCAPTCHA verification. Also, elevate the customer experience with a custom chat window header and downloadable conversation transcripts.
Elevate the Enhanced Chat v2 Experience with Pre-Chat, Post-Conversation Surveys, and User Verification: Deliver context-driven customer interactions with Enhanced Web Chat conversation features that are now available for Enhanced Chat v2 deployments. Gather key customer information before starting a conversation with a pre-chat form, or auto-fill hidden pre-chat fields when a conversation begins. Collect valuable feedback by automatically sending a survey at the end of a conversation. And securely persist customer conversations with token-based user verification.
Deliver Emails in the New Agentforce Builder: You can now add the Service Email connection and the new Marketing Email connection to an Agentforce Service agent in the new Agentforce Builder. The Service Email connection helps your agent craft and deliver personalized emails with Email-to-Case, and the Marketing Email connection helps with conversational emails on Unified Messaging email channels.
Agentforce Agents Settings Have Moved: The Enable the Agentforce (Default) Agent and Select the Model for Agentforce settings have moved to the Einstein Audit, Analytics, and Monitoring Setup page. These settings were previously on the Agentforce Agents page in Setup. The Migrate to an Agentforce Employee Agent section has been replaced with a Migrate to an Employee Agent action in the action dropdown for the Agentforce (Default) agent.
Deploy Agents to Slack Quickly with the Slack Connection: To connect an Agentforce Employee agent to Slack, simply add the Slack connection to it in the new Agentforce Builder. The Slack connection also gives the agent context and structure that helps it craft conversational messages specifically for Slack. Previously, you had to install the Slack connected app and add it to the Messaging connection.
Topics Are Now Subagents: To more accurately reflect platform capabilities, agent topics are now called subagents, and the Topic Selector is now called the Agent Router. There are no changes to functionality. During this transition, you may see a mix of the new and previous terms in our documentation and UI.
Evaluate AI Performance with New RAG Metrics and Enriched Analytics: Measure the quality, accuracy, and relevance of your agent's responses with three new Retrieval-Augmented Generation (RAG) evaluation metrics. The new Answer Faithfulness, Answer Relevance, and Context Relevance metrics added to the Analytics Foundation Data Model give you a trust score of your AI agent's interactions. Metadata labels for Agent topics and Agent types were also added to the semantic model builder.
Einstein Bots: Article Answers for Einstein Bots now retires on September 30, 2026.
Article Answers for Einstein Bots Is Being Retired: Article Answers is scheduled for retirement on February 28, 2026. Bots that already use Article Answers can continue using it until that date. On that date, bots with Article Answers will no longer deliver content from your knowledge base. To prevent service disruptions, turn off Article Answers and remove the Article Answers dialog from your bots’ conversational flow. Also, consider transitioning enhanced bots to Generative Knowledge Answers.
Extend Your Use of Article Answers for Einstein Bots: Article Answers for Einstein Bots now retires on September 30, 2026. Previously, retirement was scheduled for February 28, 2026. Bots that currently use Article Answers can continue delivering knowledge content until September 30, 2026. After the retirement date, bots with Article Answers will no longer deliver content from your knowledge base. To continue delivering knowledge content after the retirement date, consider transitioning enhanced bots to Generative Knowledge Answers.
Work Summaries for Case (Beta) Is Being Retired: Work Summaries for Case (beta) is scheduled for retirement on June 30, 2026, and is in maintenance mode until then. You can continue to use Work Summaries for Case (beta) until that date, but we recommend transitioning to Enhanced Summaries. Enhanced Summaries offers role-specific summaries and more summarization features, which will help your service reps work more efficiently.
Accelerate Custom Lightning Type Creation for Agentforce with the Lightning Types MCP Tool (Developer Preview): The Lightning Types Model Context Protocol (MCP) tool in the Salesforce DX MCP Server provides a dynamic way to create and enhance your custom Lightning types. Salesforce DX MCP Server uses large language models (LLMs) to generate the necessary LightningTypeBundle metadata files, including schema.json, editor.json, and renderer.json. You use these custom Lightning types to generate the custom Lightning Web Component (LWC) responses that you’re looking for. This feature supports Agentforce Employee agents in Lightning Experience and Agentforce Service agents via Enhanced Chat v2. You can also define structured outputs in Prompt Builder with these Lightning types.
Opt Out of Allowing Salesforce Access to Customer Data: You can now use a self-service toggle in the Setup UI to opt out of allowing Salesforce to access Customer Data in your org. Previously, opting out required customers to submit a support case.
Agentforce: Bring the power of assistive and autonomous AI to your business with Agentforce.
Einstein Development: Develop custom solutions with our suite of generative AI tools, including the Models API, Agentforce, Prompt Builder, and Einstein Studio.
Improve Web Search Results By Using Allowed Domains: The Search The Web agent action now supports specifying allowed domains to filter web search results. You can enter up to 10 allowed domains to limit search results to approved websites. Allowed domains are configured per action and don’t affect Trusted URLs defined in Salesforce Setup. If no domains are specified, web searches follow the default provider behavior and are not restricted by domain. For existing agents, admins must re-add the Search The Web agent action in the Agentforce Builder to access the allowed domains setting.
Get Role-Based Case Overviews with Enhanced Summaries: Quickly catch up on cases with dynamic, AI-generated summaries tailored to your specific role and context. By surfacing only the essential information, Enhanced Summaries helps service reps and managers see precisely what is required for their role, reducing the time spent interpreting data and driving quicker, more informed customer interactions.
Build on Standard DMOs for Audit and Feedback Analytics: Build analytics and reporting capabilities on new standard data model objects (DMOs) to gain greater versatility across Salesforce products like Tableau Next. Continue to use your existing reports, dashboards, and queries built on custom DMOs.
Supported Models: Learn about support for new large language models (LLMs) for embedded features, such as Prompt Builder. Also, stay up-to-date with model deprecations and reroute dates.
Einstein Studio Is Now AI Models: Einstein Studio is now called AI Models in Data 360. During this transition, you may see a mix of the new and previous terms in our documentation and UI.
Prepare for Claude 3.7 Sonnet Reroute Date: Claude 3.7 Sonnet is deprecated on Amazon Bedrock (Anthropic). Claude 3.7 Sonnet model requests will be rerouted to Claude Sonnet 4.5 on February 26, 2026. We recommend that you test your prompts and apps with the new model in Prompt Builder and Einstein Studio as soon as possible, because expected responses can change.
Prepare for Claude 3 Haiku Reroute Date: Claude 3 Haiku is deprecated on Amazon Bedrock (Anthropic). Claude 3 Haiku model requests will be rerouted to Claude Haiku 4.5 on February 26, 2026. We recommend that you test your prompts and apps with the new model in Prompt Builder and Einstein Studio as soon as possible, because expected responses can change.
Use Claude Opus 4.6 on the Einstein Platform (Beta): We added support for Claude Opus 4.6 as a beta model. To use a beta model, you must first turn on beta generative AI models in the Einstein Setup page. After you turn on beta generative AI models, you can use this model in any supported feature, such as in a prompt template.
Use Claude Opus 4.7 on the Einstein Platform (Beta): We added support for Claude Opus 4.7 as a beta model. To use a beta model, you must first turn on beta generative AI models in the Einstein Setup page. After you turn on beta generative AI models, you can use this model in any supported feature, such as in a prompt template.
Prepare for Gemini 2.0 Flash and 2.0 Flash Lite Reroute Date: Gemini 2.0 Flash and Gemini 2.0 Flash Lite are deprecated on Vertex AI (Google). Gemini 2.0 Flash and Gemini 2.0 Flash Lite model requests will be rerouted to Gemini 2.5 Flash and Gemini 2.5 Flash Lite respectively on February 20, 2026. We recommend that you test your prompts and apps with the new models in Prompt Builder and Einstein Studio as soon as possible, because expected responses can change.
Use Gemini 3.1 Flash Lite on the Einstein Platform (Beta): We added support for Gemini 3.1 Flash Lite as a beta model. To use a beta model, you must first turn on beta generative AI models in the Einstein Setup page. After you turn on beta generative AI models, you can use this model in any supported feature, such as in a prompt template.
Use Gemini 3.1 Pro on the Einstein Platform (Beta): We added support for Gemini 3.1 Pro as a beta model. To use a beta model, you must first turn on beta generative AI models in the Einstein Setup page. After you turn on beta generative AI models, you can use this model in any supported feature, such as in a prompt template.
Gemini 3 Pro (Beta) Is Retiring: This preview model from Google is retiring. Since Gemini 3 Pro was in Beta and will never be generally available, the model is retiring and will not be automatically rerouted. We recommend that you migrate your applications away from Gemini 3 Pro (Beta) as soon as possible. During migration, update and test each part of your application with the replacement model that we recommend, which is Gemini 3.1 Pro (Beta).
Use GPT 5.4 on the Einstein Platform (Beta): We added support for GPT 5.4 as a beta model. This geo-aware model uses OpenAI or Azure OpenAI to service LLM requests. The same underlying model is used by OpenAI and Azure OpenAI. To use a beta model, you must first turn on beta generative AI models in the Einstein Setup page. After you turn on beta generative AI models, you can use this model in any supported feature, such as in a prompt template.
Use GPT 5.4 on the Einstein Platform: GPT 5.4 is generally available. It was available as a beta model earlier in Spring ’26. This geo-aware model uses OpenAI or Azure OpenAI to service LLM requests. The same underlying model is used by OpenAI and Azure OpenAI. Use this model in any supported feature, such as in a prompt template.
Use GPT 5.4 Mini on the Einstein Platform (Beta): We added support for GPT 5.4 Mini as a beta model. This geo-aware model uses OpenAI or Azure OpenAI to service LLM requests. The same underlying model is used by OpenAI and Azure OpenAI. To use a beta model, you must first turn on beta generative AI models in the Einstein Setup page. After you turn on beta generative AI models, you can use this model in any supported feature, such as in a prompt template.
Use GPT 5.5 on the Einstein Platform (Beta): We added support for GPT 5.5 as a beta model. This geo-aware model uses OpenAI or Azure OpenAI to service LLM requests. The same underlying model is used by OpenAI and Azure OpenAI. To use a beta model, you must first turn on beta generative AI models in the Einstein Setup page. After you turn on beta generative AI models, you can use this model in any supported feature, such as in a prompt template.
Use NVIDIA Nemotron 3 Nano 30B on the Einstein Platform (Beta): We added support for NVIDIA Nemotron 3 Nano 30B as a beta model. To use a beta model, you must first turn on beta generative AI models in the Einstein Setup page. After you turn on beta generative AI models, you can use this model in any supported feature, such as in a prompt template.
Understand the Tokens Per Minute Model Limit: For service protection, there's a new tokens per minute (TPM) limit per org for each model. We measure an org's model usage against the sum of input and output tokens in one minute. If the TPM limit for a model is exceeded, an error is returned.
Observability Enhancements: Optimization Breadcrumb Navigation, UI Enhancements, and Additional Analytics Metrics: Introducing more granular visibility into user behavior with new user interruption events. Navigate between sessions easily from within the session page, and inspect session data with a 3-layer drill-down view. New breadcrumb navigation, bulk transcript downloads, and standardized date filters align Optimization and Analytics dashboards.
Agent Optimization: Voice Session Playback and Dashboard Enhancements: Get deeper insights into your customer interactions with integrated voice playback and enhanced dashboard filtering. You can now drill down into voice recordings, toggle between processed and unprocessed session data, and export transcripts for offline analysis.
Agentforce Platform Features Released by Month: Build smart solutions for your business cases with generative AI, predictive AI, and everything in between. Learn about functionality, security, and performance improvements to AI at Salesforce. Agentforce platform changes are released as often as monthly, so check back again soon for the latest and greatest.
Prompt Builder: Simplify daily workflows by using prompt templates to bring generative AI into Salesforce experiences. Create, test, revise, customize, and manage prompt templates that use CRM data through merge fields referencing record fields, flows, related lists, and Apex. Prompt Builder provides tools to design effective prompts and securely connect your data with large language models (LLMs).
Add New Inputs to Existing Prompt Templates: Add new inputs to an existing prompt template in Prompt Builder. Add an object, free text, or data model objects directly from the Resources panel and include them in your template.
Monitor Token Usage and Response Time in Prompt Builder: Understand how your prompt runs with the centralized Performance Insights panel. View generation metrics such as response time, token usage, and masked values in one place while testing your prompt templates.
Improved Prompt Template Batch Processing with Supported Models in Flow: Some model providers now support batch processing natively, increasing the maximum number of requests per job. When using models that support native batch processing in Flow, there is a limit of 50,000 items per day.
Pass Outputs Between Actions in Prompt Builder: Pass data between actions in Prompt Builder to create dynamic and flexible workflows. Use data from prompt templates, flows, Apex, or retrievers to drive downstream actions and generate more contextual responses.
Manage Actions and Inputs in the Resources Panel: Prompt Builder introduces an enhanced Resources panel that simplifies how you manage actions and inputs. Add new actions and configure existing ones, such as flows, Apex, and retrievers, directly in Prompt Builder.
Ground Prompts with Live Web Data with Web Actions: Bring real-time web data into your prompts with Web Action in Prompt Builder. Get live information from external sources, control where results come from, and include citations to verify responses.
Improve Web Search Results by Using an Additional Search Provider Option: The Search The Web agent action now supports You.com as a search provider, expanding the available options for processing web search requests. Previously, the provider was specified by using a text input and supported only BrightData and OpenAI. Now, the configuration includes a selection list for selecting the search provider. If the selection list isn't available in the existing configuration, replace the action with a new copy from the asset library.
Einstein for Service: Get role-based, AI-generated case overviews with Enhanced Summaries. Track the adoption of Einstein for Service and monitor operational KPIs with the Service AI Adoption & Analytics dashboard. Switch to Enhanced Summaries, as Work Summaries for Case (beta) is scheduled for retirement on June 30, 2026.
Einstein Service Replies: Translate customer replies to inquiries automatically, and have your service reps responses translated automatically for customers.
Convert Audio to Text with Speech To Text Action: Use the Speech To Text action to convert audio files into text during agent interactions and automated workflows. Agents can accept an audio file ID and return a transcript for use in conversations or downstream automation. The action supports multiple languages and common audio formats such as MP3, WAV, FLAC, OGG, OGA, AMR, MPEG, MPGA. The Speech To Text action is available in the Agentforce Builder, Flow, REST, and Apex.
Einstein Vision: The maximum size of an Einstein Vision dataset increased from 2 GB to 10 GB. Calls to the Einstein OCR API now return more descriptive error messages.
Email: Enhancements include new and updated features for Service Email.
Access Email Context with Agentforce Service Agent Variables: Use new context variables to pass information from the Service Email Connection directly to your agent. You can reference specific variables in topics and actions for more precise control over your implementation. Admins can now avoid relying on plain text instructions to obtain context.
Email Composer is Modernized with New Button Colors: As part of a TinyMCE upgrade, the email composer button icons changed from grey to blue. This brings the composer up to our Salesforce Lightning Design System standards.
Agent Session Continuity is Improved for Case-Related Email Threads: An Agentforce Agent session now remains associated with a case and all of its related emails over a three-day period. This preserves crucial information and context variables, such as the variables set by previous actions. Previously, a new session was opened for every inbound email, causing AI to lose conversation history and requiring repeated reinterpretation of earlier interactions.
Email Across Languages with Real-Time Translations: Let service reps translate Service Email conversations, expanding customer support across languages. A rep can translate an end user’s email into the rep’s language, as well as translate their response into the end user’s language before sending. Previously, a Service Email rep had to speak the same language as an end user in order to assist.
Enablement: Optimize your sales territory performance and easily remove multiple users from your Enablement program.
Prevent Reps from Disconnecting Conversation History: To preserve conversation history in Enhanced Messaging, we removed the End Conversation menu option from the list view for messaging sessions. Selecting this option prevented future messaging sessions for an end user from being stitched to existing messaging conversation history, which worked against the asynchronous promise of Enhanced Messaging. This menu option is still available in messaging sessions for Enhanced Chat.
Agentforce Energy & Utilities: Upload customer site data in bulk and automate group creation to generate complex quotes quickly. Discover and configure Agentforce Energy & Utilities features by using Salesforce Go.
Engagement: Users access AI-driven insights on their home page with the Einstein Quick Insights component. The Salesforce Context Service provides more comprehensive, relevant insights by accessing a broader set of data. Additionally, users improve efficiency with Retained Output, which keeps the last run prompt and its output after a page refresh.
Einstein Summary Is Now AI Summary: Boost productivity and eliminate manual workflows by letting users generate instant, in-context insights from record pages and home pages by using prompt templates. Einstein Summary is now rebranded to AI Summary. The component now provides cross-object insights, multimodal analysis, and personalized summaries, evolving from a simple record summarization tool. We’re in the process of updating the name in the UI and documentation. During the rebranding, the previous name still appears in a few places.
Enhance AI Summaries with Multimodal Inputs: Customize your embedded AI experience by using flex prompt templates that take multiple inputs. Create prompts grounded in multiple objects, text, or files, including PDFs, images, and text documents, directly on the component's UI. Generate more powerful, multimodal insights, eliminating inefficient manual workflows and increasing the accuracy of AI-generated summaries.
Optimize Sorting and Filtering of Prompt Data with Context Service: Improve the reliability of AI-generated summary ranking and prioritization. Use Context Service design time filters to ensure consistent results for your context-driven prompts. Get reliable results by removing the need for the Large Language Model (LLM) to handle sorting and filtering.
Enhance Service Process Portability by Using Guided Template Deployment: Export and import a complete service process package—including intake forms, flows, eligibility rules, and agent actions—across Salesforce orgs. The deployment wizard guides you through the necessary configurations, which ensures reliability and eliminates manual post-deployment tasks. Use the out-of-the-box templates to recreate service processes that were previously defined in the Service Catalog app. Unified Catalog doesn’t support the migration of those specific Service Catalog-created processes.
Elevate Your Knowledge Experience with Salesforce Enterprise Knowledge (Generally Available): Unify all your organizational knowledge and modernize your knowledge experience with Salesforce Enterprise Knowledge powered by Data 360. With Enterprise Knowledge, you can integrate native Salesforce knowledge with external knowledge ingested through Data 360 to create a comprehensive knowledge base. By leveraging Data 360’s unified data and search infrastructure, it enhances Service Cloud’s knowledge management capabilities, providing a streamlined experience for users to find, ground, and engage with knowledge. This feature, which is now generally available, includes some changes since the Beta release.
Optimize SLA Compliance by Using Agentforce SLA Summary: Get a complete view of Service Level Agreement (SLA) adherence with Agentforce SLA Summary. Track key metrics like SLA breach data and trends, milestone performance, service rep performance and workload, and risk indicators. You can also monitor average response and resolution times against SLA targets, and see which records are close to missing an SLA.
Keep Departments Aligned on SLA Commitments with Bidirectional Milestone Visibility: Get real-time visibility into Service Level Agreements (SLAs) and Operation Level Agreements (OLAs) commitments and status by viewing milestones across parent and child records. This feature enables transparent, real-time visibility into child and parent milestone statuses. This allows for better coordination and alignment on SLA and OLA commitments and timelines when departments or vendors besides the service reps also contribute to resolutions.
Entitlements and Milestones: Define rules to automatically pause milestone timers when the next step is outside a service rep's control. Use Agentforce SLA Summary for comprehensive performance analytics. Get real-time visibility into milestone status across parent and child records to ensure better coordination and alignment across all teams contributing to resolution.
Improve SLA Reporting by Using Rule-based Milestone Pause: Free up your service reps from the manual overhead of stopping a record when the next step is outside their purview. Admins can set rules to automatically pause milestones when the defined conditions are met. For example, a milestone can be paused automatically if the case status is “Waiting for Customer.” The milestone timer stops during the pause duration and resumes when the pause conditions change. The target date is reevaluated when the milestone unpauses. This helps with more accurate SLA reporting and clearly highlights delays.
Educate Service Reps About Chat Exit Behavior: Enable confirmation modals to provide Service reps with more information about what happens when they select Leave Chat or End Chat in various scenarios.
Visualforce Sites Display Only the Specified Favicon: Visualforce sites now support an empty value in the Site Favorite Icon field. The small icon appears in browser tabs, bookmarks, and search results for your site. Previously, when no icon was specified, users could see the Salesforce logo.
Experience Cloud: Make your Aura and LWR site pages more discoverable to AI-powered search engines and improve the precision of AI-generated answers with generative engine optimization. Create richer HTML content for Aura and LWR sites and enjoy greater design flexibility on LWR sites with expanded HTML allowlists and more readily available standard LWR components. Updates to Salesforce files make it easier for users to manage, delete, upload, and download files. The ability to create custom property types and editors for Aura and LWR sites is now generally available.
Use Dynamic Redirect Rules in Aura Sites: Redirect users from your Aura site to another URL without any coding. Configure dynamic redirect rules that use a pattern to identify a URL from your site and redirect it. Previously, dynamic redirect rules were available only for LWR sites.
Aura and LWR Sites: Give your site pages a discoverability boost in AI-powered search engine responses with generative engine optimization. Send your Aura site visitors to another URL with easily implemented dynamic redirect rules. Improve your LWR site visitors’ experience by returning them after a session timeout to the page they were viewing before their session ended.
Salesforce Migrates Enhanced and Custom Domains Serving Digital Experiences to Cloudflare CDN: Beginning in 2026, Salesforce is migrating all enhanced and custom domains serving Digital Experiences that use the Salesforce Content Delivery Network (CDN) from Akamai to Cloudflare. Starting with the Spring ’26 release, all enhanced and custom domains that use the Salesforce CDN service are created using the Cloudflare CDN as the default service provider. You can manually migrate custom domains to the Cloudflare CDN ahead of the Salesforce-initiated migration.
Components in Experience Builder: Create rich HTML content in your Aura and LWR sites with the expanded allowlists for tags and attributes in the HTML Editor components. A wider array of components is available to LWR site builders in orgs without an active Community license, offering more expansive design possibilities. Use new components in your Aura and LWR sites to personalize visitors’ home pages and let visitors submit records for approval.
Developer Productivity: Make component configuration more intuitive for Aura and LWR site builders with custom property editors and types, now generally available. The performance-related setting for connect APIs, previously beta in enhanced LWR sites, was removed.
Salesforce Files: With the new Scan files for viruses or malware (beta) setting, users are blocked from uploading or downloading malicious files. The file size limit has increased from 2 GB to 10 GB. And to keep your files list organized and tidy, you can now enable more users to delete files that they don’t own. Several of these features are ones that you requested on IdeaExchange.
Transition from Microsoft ACS to Azure Portal for Files Connect: In April 2026, Microsoft is retiring Microsoft Azure Control Services (ACS), which means that this authentication approach is no longer supported for Files Connect. If your org uses Microsoft ACS, update your Files Connect authentication configuration to use Azure Portal instead.
Allow More Users to Delete Files: Manage files in Salesforce more efficiently by assigning the new Delete Salesforce Files permission to your users. With this permission, a user can delete any file that they have access to view. Previously, only a Salesforce admin or the file owner could delete a file. This feature was developed based on your idea on IdeaExchange.
Launch a Flow When a User Changes a File (Beta): To launch a flow when a user creates, updates, or deletes a file, set up the flow so that it triggers on the Content Document or Content Version objects. Use this new feature to create flows that work with documents in Salesforce Files or Salesforce CRM content. This feature was developed based on your idea on IdeaExchange.
Protect Your Salesforce Org and Users by Scanning Files for Malware (Beta): For improved security in your Salesforce org, files are now scanned for malware in Salesforce Files. When a user tries to upload a file, the process is blocked if the scanned file is malicious. If a malicious file is uploaded via the API, it’s scanned asynchronously, and it appears in the new Malicious Files (Beta) list. When a user attempts to download an existing file, the download is blocked if it’s malicious. This feature was developed based on your idea on IdeaExchange.
Manage Files up to 10 GB in Salesforce Files: Salesforce Files has increased the file size limit from 2 GB to 10 GB. The increased limit is available to Files home, libraries, and on a record’s Files related list, but not to files uploaded to Chatter or LWR sites in Experience Cloud.
Make Site Pages More Discoverable by AI: To make public site pages more discoverable by AI-powered search engines and enhance the precision of generated answers, enable generative engine optimization (GEO) in Experience Builder. When you enable GEO, AI bots can request content snapshots of your site’s pages to generate answers more effectively.
Create Richer HTML Content with More Supported Tags and Attributes: The HTML Editor component for Aura and Lightning Web Runtime sites supports an expanded list of HTML tags and attributes. Organize visual content with the figure and figcaption tags and sidebars or other tangential content with the aside tag. Use the audio tag to embed audio files for rich media experiences. Boost SEO with the footer, header, main, and section tags. Make your content readily accessible to screen readers with aria-* attributes.
Return Users to Their Previous Page After Session Timeout: In all LWR sites, authenticated users are now returned to the page they were viewing before their session ended. Previously, the session timeout notification redirected users to the login page, and upon logging back in, they were returned to the Home page.
Design LWR Sites with More Standard Component Options: Sixteen standard components are now available for use on all Lightning Web Runtime sites, even in orgs without an active Community license. Now you have a wider array of options to build and refine your LWR site pages. For example, add a banner, navigation menu, button, or video.
Site Performance: Reduce the risk of downtime for custom domains that are served by a third party. For Visualforce sites, leave an empty value in the Site Favorite icon field and show your site visitors a cleaner browser tab. In 2026, Salesforce begins to migrate enhanced and custom domains that use the Salesforce Content Delivery Network to the Cloudflare CDN.
Connect API Performance Beta Setting Was Removed: The Improve performance of Connect APIs in your LWR site (Beta) setting in the Preferences section of the site’s Administration workspace was removed. This beta feature was originally available in enhanced LWR sites that made Connect REST API calls from Lightning web components.
Submit Records for Approval by Using the Request Approval Component: Your credentialed site visitors can now submit records for approval directly from your site. Add the Request Approval component to an object detail page. Then configure the component to require submitters to select an approver and add comments about their request. The Request Approval component works only with Flow Approval Processes, not with Classic Approval Processes.
Simplify Custom Domain Management with a Stable Target Host Name: If a third party serves your custom domain and your org uses Salesforce Edge Network, reduce your effort and the risk of downtime during Salesforce maintenance. Work with your third-party provider to update the domain’s target host name to your org’s My Domain login URL, which continues to work when your Salesforce instance changes. The current target host name works until your instance name or Hyperforce cell changes. We recommend that you update the target host name before your next org migration.
LWR Sites Use the User's Date and Time by Default: To standardize behavior across LWR sites, system dates and times, such as when a record is created, now use the user's locale. Previously, some LWR sites used the org's default time zone instead of the user's locale. If you need to modify this default setting, contact Salesforce Customer Support.
Finish Updating Your Legacy Force.com Site URLs: To ensure continued access to your sites, update references to your old site URLs that end in force.com. Redirections from those site URLs stop working in this release. Look for references to those URLs in Salesforce, such as in knowledge articles, and outside Salesforce, such as integrations and links in your marketing materials.
Extend Actionable Lists to Your Companion Orgs: Your teams in Data 360 companion orgs can now leverage the same relevant actionable lists that were previously available only in the home org. Engage with prospects and customers seamlessly, documenting responses, completing transactions, and scheduling follow-ups, no matter which org you’re in.
How and When Do Features Become Available?: Some features affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
Feedback Management: Enable deeper customization and reliability for your surveys. Drive brand consistency using Custom CSS for flexible styling, and ensure better readability on desktops and small screens with the revamped Matrix Survey Question View. You can now configure partial response saving for up to 999 days, and save partial responses automatically for unauthenticated guest users.
Customize Your Surveys with Custom CSS: Cascading Style Sheets (CSS) offer flexible styling for your surveys. Custom CSS lets you define the fonts, colors, layout, padding between elements, and icon alignment and size of the survey beyond the default settings of the Survey Builder. You can use Custom CSS to create surveys that perfectly align with your branding.
Enhance Survey Readability with Revamped Matrix Questions View: Improve survey readability on desktops and smaller screens with the revamped view for matrix questions. The new design presents options for each question in a dedicated dropdown menu, making it easier to read the full question and select an option.
Save Partial Survey Responses for up to 999 days: You can now save partially completed survey responses for up to 999 days, extending the time window from the previous 15-day limit. You can now configure this duration from anywhere between 1 and 999 days. The Partial Survey Settings are also located in the Default Settings.
Save Partial Survey Responses from Guest Users: Partially Completed Survey Responses are saved automatically for unauthenticated guest users. Previously, this functionality was available only for authenticated users.
Field Service: See what’s new in Agentforce Field Service, formerly Field Service, to help your team deliver on performance and customer service.
Handle Service Resource Absences Automatically: Reduce dispatcher overhead and minimize service disruptions when mobile workers are unavailable. Mobile workers can now report absences for the current day directly with Agentforce via Slack or the Field Service mobile app. Agentforce then logs the absence on the Gantt and reassigns their appointments to available workers. For appointments that can’t be reassigned, Agentforce reaches out to the customers to find the next suitable time—keeping your field operations running smoothly.
Boost Efficiency by Expanding Data Capture to Assets and Custom Objects: Minimize navigation time with access to Data Capture forms from the action launcher within asset and custom object records. Mobile workers can complete tasks faster by launching relevant forms directly from the specific asset or custom object that they’re viewing. Previously, mobile workers could only launch forms as quick actions from work orders, work order line items, and service appointments.
Optimize Large Datasets in One Smooth Operation with Dynamic Scaling (Generally Available): Set up and manage large-scale global and in-day optimization effectively without splitting data due to system limits. Dynamic scaling intelligently structures data into geographical clusters, seamlessly balancing demand and capacity while accounting for all operational work rule constraints. This capability simplifies optimization management by enabling higher system limits, so you don’t need to manually define optimization groups and boundaries. It also prevents conflicts and overlaps that often occur with fragmented, parallel optimization runs. You can now easily select all service territories when you configure a scheduled optimization job without having to select each territory individually. Previously, you had to define boundaries between areas that needed to be optimized together, making workforce planning difficult. Lower system limits meant you had to reduce the number of service appointments or service resources processed in a single request, and configure multiple optimization jobs. This fragmentation was tedious and affected overall business performance.
Experience Faster Dispatching with Enhanced Live Updates (Generally Available): Get near real-time updates when working with the dispatcher console Gantt by enabling the new Enhanced Live Updates setting. This setting’s enhanced capabilities significantly reduce the Gantt’s refresh times, dropping from 15–20 seconds to under 3 seconds. It lets you handle large datasets efficiently, experience a stable environment, and effectively manage time-sensitive and critical tasks. With this new setting, Experience Cloud site users can also benefit from live Gantt updates. Previously, live updates weren’t available to Experience Cloud site users.
Accelerate Data Entry and Improve Form Accuracy with the Data Capture Lookup Component: Help mobile workers find the exact records they need—like assets or products—by searching and selecting records directly in the Data Capture form, even when offline. With the new Lookup component, they can search by name or by any object field. Previously, mobile workers had to manually enter text fields, which was tedious, slow, and error-prone.
Get More Precise Travel Time Calculations with Upgraded EU Maps Data: Improve schedule efficiency and reliability with enhanced Maps data for more accurate routing and travel time estimations that better reflect real-world traffic patterns. Field Service Maps data for EU customers now incorporates travel speed fluctuations throughout the day. With travel times typically increasing during peak periods, this granular update ensures your schedule is grounded in reality, reducing late arrivals and providing a more stable day of service.
Get More Precise Travel Time Calculations with Upgraded Maps Data for the Republic of Ireland: Improve schedule efficiency and reliability with enhanced Maps data specifically for the Republic of Ireland that reflects the recent changes to lower speed limits. Field Service Maps data now incorporates the updated regulations providing more accurate routing and travel time estimations. This update ensures that your schedules are more consistent with the speed limit changes, reducing late arrivals and providing a more stable day of service.
Enhance Productivity by Previewing Multiple Images in Data Capture Forms: Give your mobile workers complete visual context for improved performance by displaying multiple related images directly within the Data Capture form, even when offline. The new Multiple Image Preview component can link to a record and access all images associated with it. Mobile workers can review images from previous jobs, and add images to the record after the form is created. They can preview thumbnails, zoom in on details, and swipe through a full-screen carousel of site photos. Previously, mobile workers could only view a single image that had to be uploaded when the form was created.
Boost Mobile Worker Productivity with Enhanced App Stability and Quicker Startup: Improve operational efficiency with architectural enhancements that enable faster data priming and reduced memory consumption. Mobile workers now benefit from increased app startup reliability, accelerated data synchronization, and reduced crash rates.
Access Optimization Request Files on Your Own (Generally Available): Use Optimization Request Files to retrieve the request and response files of an optimization request. Review the files in a JSON format to find out what happened to a specific request and quickly resolve related issues. Previously, you had to open a Support case and wait to get the files, which delayed the troubleshooting process.
Capture Data Even Faster with up to 80% Improvement in Form Loading Times: Improve mobile worker efficiency with faster loading times for complex Data Capture forms. Mobile workers can now access and load these forms within seconds, even those with multiple-choice fields, such as picklists, radio buttons, and checkbox groups.
Streamline Pre-Work Brief with Rich Text: Boost mobile worker productivity by transforming Pre-Work Brief from plain text into a rich resource. You can now use Markdown formatting to create content that is easier to read and structure, significantly improving clarity for complex instructions. Additionally, this update supports embedded hyperlinks, allowing mobile workers to access external resources, like collaboration channels and visual aids, without leaving their workflow.
Boost Pre-Work Brief Adoption with Enhanced User Experience: Mobile workers can now benefit from a more human-like voice when using Pre-Work Brief, making content easier to consume and enhancing overall accessibility. The updated voice technology replaces robotic tones with more natural speech patterns, improving clarity and making hands-free data entry more effective.
Get More Transparency into Service Operation Inefficiencies with Rule Violation Analytics (Beta): Understand the root causes of rule violations in manual scheduling, such as geographical imbalances or skill gaps, and make data-driven decisions by analyzing trends and patterns. Rule Violation Analytics, built on the Enhanced Scheduling and Optimization Data Model, captures all rules that are manually violated on the Gantt. Easily query this data via a semantic data model and draw insights by creating a comprehensive dashboard in Tableau Next. Visualize rule violations, track metrics like the frequency of specific rule violations, and identify dispatchers or territories with recurring issues. Proactively address inefficiencies for better resource allocation, workforce planning, and dispatcher training.
Enhance Work Processes by Adding Data Capture Forms to Mobile Timesheets and Service Resources: Customize the mobile experience to fit your business needs and centralize data collection by adding Data Capture forms directly to mobile timesheets and service resource records. Expand the Field Service mobile app’s capabilities by configuring screen flows to collect specific data, like meal expenses, mileage logs, or alternate contact details, without the need for custom Lightning web components.
Get More Optimal Scheduling with Updated Service Objective Scoring Formulas: Achieve improved scheduling outcomes that match your business priorities with refined grading formulas that better reflect your configured service objective weights. The impact of the Skill Preference and Skill Level objectives has doubled. And, the Resource Priority objective now relies on a fixed scale of 1 to 10 instead of the priority values sent in each optimization request, so that the schedule outcome is more predictable. Previously, some underlying calculations reduced the intended impact of an objective's assigned weight.
Automate Hands-Free Data Entry with Data Capture Voice to Form (Generally Available): Simplify tasks that require form entry/Improve speed and accuracy of data entry by integrating the powers of Speech-to-Text (STT) and Large Language Models (LLMs) with Data Capture Voice to Form. Mobile workers can now focus on their tasks instead of manually filling out forms, with a context-aware interface that captures information from natural voice dictation. Data Capture Voice to Form automatically transcribes and populates form fields by translating spoken work summaries into field-level responses. Drive even more accurate recommendations from your LLM by entering a component description in the new LLM Context field.
Validate Visual Remote Assistant (VRA) Permissions and User Access Easily from the Configuration Panel: Check that permission sets and users have the required VRA access permissions from the new Access Validation tab. Easily identify missing permissions and resolve installation, setup, or upgrade issues quickly and efficiently. Previously, you couldn’t verify whether a permission set or user had VRA access permissions, often leading to manual checks, setup errors, and a longer troubleshooting cycle.
Enable Private Mobile App Sharing in Visual Remote Assistant (VRA) Sessions: Customers can now share an application window from their mobile device during VRA sessions, keeping the rest of their device screen private. Call center reps see only the relevant content. Privacy provides them with a secure and focused way to troubleshoot or review app-specific issues without seeing unrelated information.
Streamline Image Management by Retrieving Multiple Visual Remote Assistant (VRA) Images: Efficiently capture multiple VRA session images at once and store them directly in Salesforce with the VRA Mass Image Retrieval screen flow. Centralizing these images on related records ensures easy access to historical session images for review and follow-up.
Preview and Manage Images in the Visual Remote Assistant (VRA) Self-Service Request: Guest users on Salesforce Experience Cloud sites can now upload images more efficiently by previewing the images before sending them. They can remove any unwanted images and add images within VRA upload limits and guest security constraints. Previously, guest users couldn’t review their image selections before uploading, requiring them to cancel the upload and start over to make changes.
Manage the Availability and Workload of Your Staff with the Manager Console: Easily give your managers a view of your territories, resources, and their appointments from the Manager Console. This calendar-like view features a multi-layer Gantt chart built with reusable and object-agnostic Lightning web components. See multiple days in a single view and search for resources or their appointments. Also, see and edit specific appointments from the console.
Easily Schedule Interactions for Agentforce Public Sector: Use the power of Field Service scheduling for Agentforce Public Sector objects. Your workers can schedule, cancel, or reschedule appointments for interactions using enhanced scheduling flows powered by Salesforce Context Service, and see available resources and slots on one screen.
Simplify Workforce Scheduling Feature Discovery and Setup: Use Salesforce Go to discover, set up, and configure Workforce Scheduling features, all from one location in Setup. Access content resources and links to learn more about features and get help. Easily configure features related to appointments, Event Management, Engagement Channels, Object Mapping, and Scheduling Policies.
Customize Your Implementation with Unified Scheduling APIs: Use the Unified Scheduling APIs to easily build out or customize your solution for your business. These APIs easily integrate with a new and improved data model to better manage your appointments and related objects.
Field Service Monthly Release Notes: See what’s new in Agentforce Field Service, formerly Field Service, to help your team deliver on performance and customer service. Field Service features are released as often as monthly, so check here for the latest information.
Workforce Scheduling (Generally Available): Workforce Scheduling provides an object-agnostic scheduling architecture that brings different experiences together into one cohesive product.
Financial Services: Discover the power of Financial Services Cloud, which uses AI to unify customer data from banking, wealth, and insurance platforms. Financial Services Cloud enables personalized engagement, faster onboarding, and improved customer loyalty with industry-specific automation and AI-powered services. With trusted AI, the platform delivers intelligent insights for financial planning, helping customers achieve financial success.
Accelerate Loan Application Intake for Intermediary Employees: Help intermediary loan originators start new loan applications and view status directly in the Intermediary Portal. Guided workflows lead them through data entry and document uploads to ensure completeness and reduce errors. Lenders can monitor the application lifecycle from submission to underwriting and assign action items for follow-up. This shared visibility reduces inquiries to relationship managers and improves collaboration between partners and processing teams.
Accelerate Mastercard Dispute Stage Setup with a Prebuilt Template: Set up a compliant dispute process quickly by using the new stage management template for Mastercard. The template auto-populates the stage definition with preconfigured steps and transitions. The steps automatically point to the correct Omniscripts and integration definitions to eliminate manual mapping errors.
Advanced Document Validation: Improve document validation by defining specific fields for each document checklist item, reducing user friction and increasing accuracy across related records.
Agentforce for Financial Services: Scale your team by using agents for Financial Services to deliver outstanding client experiences.
Banking Relationship Assistance: Your users can now generate a document with information from one or more objects using Agentforce and ask the agent to attach it to a record page.
Summarize Valuable Information with the Pre-Meeting Assistance Agent Topic: Help your front office teams prepare for client interactions by generating summary documents from one or more objects directly within an agent conversation. With the Pre-Meeting Assistance topic, the Banking Relationship Assistance agent template uses the Create Summary Document action to produce tearsheets in the Microsoft Word, PowerPoint, or PDF formats. Users can quickly generate documents by specifying the name, template, and format using data from records.
Banking Service Customer Assistance: Use the Agentforce Banking Service Customer Assistance agent template to create agents that serve your banking customers across multiple channels. Resolve inquiries faster by connecting with customers on voice, WhatsApp, and third-party websites.
Extend Banking Support to Third-Party Websites: Use a prebuilt flow to route banking service inquiries from third-party websites or your bank's secure internet portal to the agent. Embed the Agentforce Banking Service Customer Assistance agent to securely manage interactions for guest users, recognize logged-in users, and initiate customer authentication on third-party websites.
Enhance Transaction Inquiries with Natural Language: Help your users find transactions by using natural language. The updated Get Transaction agent action now uses LLMs (Large Language Models) to understand complex, multilayered requests. For example, users can ask for "all debits over $500 from the last month". In addition, with three new Lightning Web Components, the agent can show financial accounts, balances, and transactions more clearly in the Agentforce Banking Service Employee Assistance console and Banking Service Customer Assistance chat interface.
Transform Digital Customer Experience with Agentforce Banking Service Customer Assistance: Support your customers with an AI-powered self-service that autonomously creates cases for banking inquiries and helps them with their queries. The agent securely verifies customer identity to access sensitive account information. This integrated verification helps customers complete tasks without switching screens. For complex service requests, the agent conversationally escalates the interaction to live service representatives with full context.
Engage Banking Customers on WhatsApp: Your customers can securely raise requests for banking services on WhatsApp. Route banking customer inquiries from WhatsApp to the Agentforce Banking Service Customer Assistance agent with the prebuilt Route Messaging Session to Banking Service Agent Omni-Channel flow. Offer quick resolution to reduce friction and call volume by meeting customer demands where they communicate daily.
Build Service Processes Faster with Prebuilt Templates in Unified Catalog: Access prebuilt financial service process templates in Unified Catalog and deploy them with a single click to include all associated data, metadata, and dependencies. While you can still create service processes in Service Process Studio, creating service process definitions from prebuilt templates is now unique to the Unified Catalog.
Complaint Management Assistance: Transform your complaint handling experiences with agent actions and prebuilt templates. Reduce manual effort and speed up complaint resolution with the prebuilt topics and actions in the Complaint Management Assistance agent template.
Complaint Management: Accelerate complaint resolution and mitigate risk with immediate Slack and email alerts for priority cases.
Speed Up Complaint Resolution: Drive quicker response times to critical complaints with immediate alerts to assignees in Slack. Assignees without Slack access receive email notifications so they don’t miss critical complaint updates.
Flexible Hierarchies: Create hierarchies to visualize complex business relationships with customers and partners. Use the insights to drive strategic innovations and scale operations across your business.
Digital Lending: Give your customers the best loan application experience and simplify compliance with the Discovery Framework. Start with prebuilt components in the Discovery Framework sample template for Digital Lending to quickly set up loan application intake. Accelerate intermediary firm registration with automated due diligence and verification workflows for digital lending. Streamline intermediary employee onboarding with automated approvals that grant compliant access and permissions instantly. Help intermediary loan originators to submit and track applications using guided tools, reducing errors and processing delays.
Financial Intermediaries: Digitally register your intermediary firm. Bring your intermediary firm's employees and loan officers onto your system quickly with an easy, role-based setup. Increase loan submission quality and speed. Enable intermediary loan officers to originate applications right in the partner portal.
Streamline Loan Application Intake and Audit with Discovery Framework: Use Discovery Framework to create questionnaires for customers who apply for secured or unsecured loans. Surface the questions in a guided application experience built with Omnistudio, and embed the experience in custom apps or sites. Capture applicant responses about loans, collateral assets, and financial details in Discovery Framework assessments for further processing, and to support auditing and traceability during compliance checks. To get a head start on designing the application experience, customize or replicate the prebuilt components in the Discovery Framework sample template for Digital Lending.
Expand Your Dispute Intake to ACH Transactions: Collect detailed information from the start for Automated Clearing House (ACH) disputes. Extend the prebuilt guided dispute intake form to capture ACH disputes alongside card transactions. The intake form includes specific questions tailored for ACH cases to reduce data entry errors.
Summarize Client Meeting Details with the Financial Advisor Assistance Agent for FSC Managed Package: Transform the wealth advisor's daily workflow within the Financial Services Cloud Managed Package by using the FinServ Package Financial Advisor Assistance Agent. The agent integrates AI-powered insights to automate routine tasks, including client data aggregation, meeting preparation, and portfolio performance summarization. It provides wealth advisors by delivering actionable, financial insights derived from client portfolios and current market trends.
Financial Advisor Assistance Agent for FSC Managed Package: Modernize wealth advisor workflows within Financial Services Cloud Managed Package by using the FinServ Package Financial Advisor Assistance Agent, which automates routine tasks and delivers AI-driven insights from client portfolios and market trends.
Increase Dispute Intake Flexibility for Service Representatives: Service representatives can now create transactions directly in the dispute intake form for immediate dispute submission. This flexibility expands dispute coverage to transactions that aren't available for selection, such as those transactions not yet recorded in the core banking system.
Manage the Complete Visa Dispute Lifecycle in One Place: Reduce data entry errors and centralize dispute resolution operations with the Transaction Dispute Management integration to Visa Resolve Online (VROL). Handle both Visa allocation and collaboration dispute flows, and cover complex arbitration stages, directly in Salesforce. Protect customers from fraudulent transactions and avoid manual data transfer between systems with this integration.
Map Complex Business Relationships to Assist in Decision-Making: Visualize layered hierarchical relationships between entities and individuals to gain insights into legal structures, sales networks, and credit risks. Spot expansion opportunities across your portfolio and accelerate deal cycles by identifying stakeholders who influence buying decisions. Uncover liabilities to mitigate risks and ensure compliance during loan appraisal. Track intermediary compensation and multilevel distribution, and scale operations effectively.
Automate Intermediary Employee Onboarding for Loans: Register intermediary employees by using an online form to trigger an automated approval process based on their role. Include Know Your Customer (KYC) and background checks to meet compliance requirements. Reduce manual work by automatically assigning permissions and granting access to loan application tools after approval.
Unlock Retail Banking Performance with Analytics Dashboards: Gain powerful insights into your retail banking operations, customer engagement, and lead management with the dashboards in the Retail Banking Insights app. Use the dashboard to identify customers at risk that lack recent activity to prioritize crucial follow-up actions. Apply the analytics to understand customers better, enhance decision-making and drive business growth.
Resolve Complaints Faster with the Complaint Management Assistance Agent: Give complaint handlers a head start by delegating repetitive manual work to the Complaint Management Assistance agent. The agent searches and analyzes standard operating procedures, complaint assessments, and past complaints to find similar complaints and propose the correct course of action. Use these insights to create effective resolution summaries and generate professional responses to close complaints with greater confidence.
Accelerate Setup with Salesforce Go: Salesforce Go expands its support for Agentforce Financial Services, formerly Financial Services Cloud, introducing a single setup location for all key features. Discover Digital Lending capabilities on Salesforce Go and take advantage of expanded configurability across all Agentforce Financial Services features for a more tailored implementation experience.
Service Process Automation: Use the prebuilt financial service process templates to help you get started. Upgrade the service process self-service experience for customer community users with the enhanced Financial Services Client Portal template. From AI-generated knowledge summaries to context-aware quick chats and service processes catalog, deliver intelligent, connected support experiences with ease.
Speed Up Resolutions for Service Processes with Agentic Self-Service: Unify the customer self-service experience in the Financial Services Client portal template with new AI-powered components. Your users can view AI-generated summaries and the most common related questions, ranked by popularity, directly on a service process knowledge article page. Select a word or phrase in a service process knowledge article to trigger a quick chat that uses this context to provide context-aware answers. View service processes that are deployed using Unified Catalog on the service catalog page. In addition, with the Associated Service Processes component, users can launch actions, such as order a checkbook, from relevant articles.
Simplify Validation for Document Checklists Items: Define a multilevel object hierarchy and specify the exact fields against which documents need to be validated, based on the Document Checklist Item’s category and type. Reduce user friction and increase validation accuracy by helping users focus on required data points across related records. Improve efficiency by defining which fields need to be validated for a specific document checklist item.
Simplify Intermediary Firm Onboarding for Digital Lending: Speed up registration for intermediary firms with automated workflows for due diligence, verification, and approval. Track every step, document, and communication in one portal to keep the process transparent. Use integrations to check licenses and backgrounds, reducing manual work and risk. After approval, automatically set up the intermediary account and transfer employee management to the firm admin.
Strengthen Dispute Cases with Supporting Transaction Evidence: Support dispute specialists to prove that a disputed charge is inconsistent with a cardholder’s normal purchase behavior or part of a fraudulent trend. Build a clear history before the dispute case moves to pre-arbitration by associating past, settled transactions as reference to the current Visa dispute.
Transaction Dispute Management: Reduce manual data entry by connecting directly to leading payment networks. Capture every transaction detail with a single, unified intake form that works for all major card types. Collect specific information for Automated Clearing House (ACH) disputes with a guided questionnaire. Submit disputes for unlisted transactions, and retain your selections as you move through the intake form. Speed up the dispute stage setup process with pre-configured stage definition templates.
Unify Your Card Dispute Intake Process: Capture disputes for both Visa and Mastercard transactions with the same intake form. Avoid switching between multiple systems for card transactions. Create accurate dispute cases with a prebuilt Visa-compliant questionnaire specific to each dispute reason. Review all captured details in the summary screen for final verification.
Salesforce Functions: Salesforce Functions is no longer available for purchase or renewal. Learn about the retirement plan for Salesforce Functions.
Salesforce Functions Is Being Retired: Salesforce Functions is no longer available for purchase or renewal. You can continue using your subscription through your existing order term. To preserve the capabilities that Salesforce Functions provided to your org, deploy an alternative solution before your existing order term ends.
Fundraising: Give your staff and donors powerful tools for managing gifts. Donors can handle common requests, like changing recurring gifts, by using the self-service Donor Support Agent (beta). Free up your staff by customizing the Gift Entry Grid with templates and custom Lightning Web Components for faster processing. You can now add up to 50 designations to a single gift and backdate transactions for gift commitments, all from within the Gift Entry Grid. New object updates also help you track in-kind donations and add multiple designations. Streamline workflows, improve data accuracy, and provide Relationship Officers with clear, gift-specific views, with dynamic Flexcards for gift planning.
Improve the Donor Experience with a Self-Service Donor Support Agent (Beta): Give your donors the power to instantly manage their own recurring gifts by using an Experience Cloud site. The Donor Support Agent (beta) helps donors to handle common requests like changing a recurring gift’s amount and frequency. Free up your staff’s time to focus on building relationships while providing donors with the fast, modern experience that they expect.
Streamline Gift Entry with Flexible Tools: Improve your gift processing efficiency with key updates to Fundraising objects. Gift entry now supports $0 gift transactions, so that you can track non-monetary gifts and in-kind donations. You can also add up to 50 designations to a single gift and backdate transactions for gift commitments, all from within the Gift Entry Grid.
Tailor the Gift Entry Experience: Customize the Gift Entry Grid to match your unique fundraising processes. Admins can create and manage multiple templates, select an active gift entry template on Gift Batch, add or remove columns, and integrate custom Lightning components for tasks like payment processing. Build a targeted and efficient experience that helps your users capture the right gift data quickly and accurately.
Salesforce Overall: Learn about new features and enhancements that affect your Salesforce experience overall.
Enable Accessibility Enhancements for Cards, Docked Containers, Menu Lists, and Panels (Release Update): To help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow, enable Lightning Experience to adapt the behavior of cards, docked containers, menu lists, and panels when viewed at high magnification. This release update is dependent on the Enable Accessibility Enhancements for Page Headers and Modal Windows When Zoom Is Greater Than 200% release update. Make sure to enable that update first.
Enable Accessibility Enhancements for Date Pickers, Popovers, Bottom Utility Bars, Record Headers (Release Update): To help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow, enable Lightning Experience to adapt the behavior of date pickers, popovers, bottom utility bars, and record headers when viewed at high magnification. This release update is dependent on the Enable Accessibility Enhancements for Page Headers and Modal Windows When Zoom Is Greater Than 200% release update. Make sure to enable that update first.
Enable Accessibility Enhancements for Page Headers and Modal Windows When Zoom Is Greater Than 200% (Release Update): To help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow, enable Lightning Experience to adapt the behavior of page headers and modal windows when viewed at high magnification. This is the beginning of our effort to comply with WCAG 2.2 Resize and Reflow guidelines. Expect accessibility enhancements to other UI elements in future release updates.
Expand Data Residency Options in Japan and India with Hyperforce: Archive App is now available on Hyperforce in Japan and India. New customers in these regions can store their data locally to meet residency requirements. This update also streamlines the onboarding experience by removing the OAuth 2.0 flow requirement.
Prepare for Shorter Certificate Lifespans: If you use features that rely on certificates, prepare to update the related certificates more frequently. An upcoming industry-wide change decreases the maximum allowed Transport Layer Security (TLS) certificate lifespan over the next 3 years. Also, Salesforce plans to stop public certificate rotation announcements.
General Enhancements: Spring ’26 gives you more reasons to love Lightning Experience.
Automate Your Outreach with a Lighter, Faster Email Builder App: Now it's easier than ever to connect with your customers. The new Email Builder Lite lets you quickly create and send batch emails to your Sales contacts and leads. Choose from a library of ready-made layouts, or build your own with our new component-based authoring experience. All emails you create are automatically saved to your CMS Content Workspace for easy access and reuse. It's all accessible right from your Sales list views, so you can automate your outreach via an intuitive interface, without having to open another tab.
Create Audience Segments and Send Emails Directly from List Views: Strategic messaging just got faster. Now, you can define audience segments directly from the Lead and Contact lists you’re already using. When you filter your Contacts or Leads and click Send Email, Salesforce now automatically creates a corresponding audience segment. Reach the right people at exactly the right time without leaving your list view.
Salesforce Foundations: Define audience segments directly from the Lead and Contact lists you’re already using. Use the new Email Builder Lite to create and send batch emails to your Sales contacts and leads. Tableau dashboards are now in the Marketing App.
Get Ready for IPv6: To help mitigate the IP address scarcity of IPv4, Salesforce is working behind the scenes to support IPv6. If you use an IP allowlist to restrict network traffic or you restrict access to Salesforce via IP address, consider implementing a preferred alternative. Otherwise, prepare to update your allowlists to include IPv6 addresses.
Update Your mTLS Certificates: If you use publicly trusted certificates for mTLS (Mutual Transport Layer Security) and the Public Root CA (certificate authority) is in the Chrome Trusted Root List, transition to separate certificate hierarchies. Google Chrome is enforcing policy changes that limit the use of those certificates to TLS (Transport Layer Security) server authentication only.
Elevate Your Salesforce Go Experience with Smarter Filters and Enhanced Search: Tailor your Salesforce Go home page to focus on the features that matter most to you by rearranging or removing specific sections. When you filter your view by cloud, add a subvertical filter to see which feature sets and features apply to specific verticals within the cloud. Also, use enhanced search to spot the differences between features and feature sets with the same names.
Styling Change to Highlighted and Selected Content: To meet the Web Content Accessibility Guideline (WCAG) 1.4.11 standard for non-text accessibility, we changed the styling of highlighted and selected content throughout the Lightning UI. Previously, we applied our own styling to show when content was highlighted or selected, but have determined that the styling didn’t meet this WCAG standard. Now when you highlight or select content, the Lightning UI uses the styling applied by the user agent, which is your browser or device. The user agent determines the color contrast ratio.
Styling Change to Read-Only Checkboxes: When you view a record, read-only checkboxes no longer specify the disabled attribute, so screen readers can now announce the state and value of the checkboxes. Read-only checkboxes now display with hover text "True" or "False".
Trust Site Enhancements: The Trust site is the single place to see the status of Salesforce services and products, upcoming availability impacting activities, and availability-related communications.
Verify Your Email Domain Ownership: To avoid disruption in email sent from Salesforce, verify the domains that you own with a DomainKeys Identified Mail (DKIM) key or an authorized email domain. As part of our ongoing efforts to strengthen the security of our email services, email domain verification is now mandatory. Salesforce no longer delivers emails from unverified domains, even if the email addresses are verified.
Track Your MuleSoft Automation Credits 3.0 in Digital Wallet: MuleSoft Automation Credits 3.0 is now available in Digital Wallet. Track daily and monthly consumption against your remaining capacity, identify usage trends for better budgeting and buying decisions, and configure proactive custom notifications to reduce surprises.
Gain Business-Specific Insights with Digital Wallet Custom Consumption Tags: Track and optimize your consumption through your specific business lens. Custom consumption tags empower you to gain deeper, business-specific insights by creating and managing your own tags to track consumption based on unique categories, such as department and cost center.
Track Your Service Cloud Automated Asset Discovery Consumption in Digital Wallet: Track and monitor consumption for assets that are discovered automatically through the Configuration Management database (CMDB) in Digital Wallet. Consumption is calculated using the MAX aggregation method, which reflects the maximum mark of active assets discovered during a daily interval. Your credits are drawn down when an item is commissioned and returned to the credit pool, or when an item is decommissioned, retired, or disposed of.
Track Your Data 360 Flex Credits Consumption in Digital Wallet: When Data 360 Services Credits move to Flex Credits, you’ll have a single, fungible pool of credits for both Data 360 and Agentforce. This transition also provides access to volume-based multipliers, which automatically reduce costs as monthly consumption increases, enabling you to scale your operations more economically. The Volume-Based Multipliers feature is in beta in languages other than English.
Generate Quotes for Customers with Multiple Sites: Handle complex, large-scale quotes for commercial and industrial customers. Your sales representatives can group service points, apply products to entire groups at one time, and price quotes for multiple sites.
Get a Unified View of a Household’s Life Events: View the significant life events of household members on a timeline and proactively engage with clients. Understand the household’s collective financial journey and identify key planning opportunities. Anticipate the household’s needs after critical life events and offer relevant advice or services, and answer queries with greater context and empathy.
Give Users Only the Actions They Need for Action Plan Templates: Add or remove quick actions available in the highlights panel on an action plan template record page. Show or hide actions based on the user profile or the console app. Previously, the action plan template record page showed a standard list of quick actions that you couldn’t customize.
Give Your Users Personalized Self-Service with a Unified Customer Profile: Surface a real-time, unified customer profile to deliver personalized, context-aware self-service. You can read up-to-date attributes, activity history, and insights like sentiment and automatically write new activity data as users interact. Your users benefit from fewer forms to fill out, faster completion, and a more relevant self-service journey.
Globalization: Apply export filters from Translation Workbench. Import valid files, even when there are invalid files in the bundle. Update Custom Labels from Translation Workbench. Access revised state codes for Canada and Japan. Get updated translations for some standard objects.
Enable ICU Locale Formats (Release Update): With this update, the International Components for Unicode (ICU) locale formats replace Oracle’s Java Development Kit (JDK) locale formats in Salesforce. Locales control the format for dates, times, currencies, addresses, names, numeric values, and the start day of the week. ICU sets the international standard for these formats. The ICU locale formats provide a consistent experience across the platform and improve integration with ICU-compliant applications across the globe. This update was first made available in Winter ’20. Orgs that haven’t already switched to ICU locale formats are encouraged to manually update.
Export and Import Translated Files with Ease: Reduce metadata translation file size and complexity with export filters. Now, you can filter metadata translation files for export from the Translation Workbench when you select metadata components and date ranges. To improve the import experience, when you import translated files that contain invalid records, the valid records are imported.
Use Updated State Codes for Picklists: When you use standard country/territory address picklists, some country and territory states/provinces have special considerations for their state codes. You can now access the updated state codes for Canada and Japan in Salesforce orgs where standard country/territory picklists were configured in Spring ’26 and later, helping you maintain data quality.
Review Updated Label Translations: To improve accuracy and your users’ experience, we updated the translations for some standard object, tab, and field names for these languages: Chinese (Simplified), Chinese (Traditional), Dutch, Finnish, French, Japanese, Korean, Norwegian, Polish, Slovenian, Thai, and Turkish.
Global Promotions Management: Increase customer cart size with volume-based promotions such as Buy 100 LevelX Batteries to Get 10% Off on 20 Battery Testers. Reward customers with free products with easily relatable promotions such as Buy-One-Get-One-Free (BOGO). Show promotions to store employees, assisted sellers, and customers in their preferred languages. Run promotions on ecommerce sites powered by Experience Cloud. Assign permissions sets to users based on their roles. Create promotions for large product sets with ease. Find eligible promotions for items from across all their categories. Explain to customers and sellers why manually added coupons weren’t applied to carts.
Scan All Categories for Eligible Promotions: Increase efficiency by selecting only the parent category that’s eligible for a promotion. Marketing managers can now skip selecting large sets of eligible child categories. The Eligible Promotions API and the Promotion Evaluation and Execution API now check promotion eligibility of products across five levels of its related category hierarchies.
Communicate Reasons for Coupon Ineligibility: The Promotion Evaluation and Execution API provides customers and sellers the exact reason why a manual coupon isn't applied on order placement. The reasons can include invalid date of use and exceeded usage limit.
Data 360 for Global Promotions Management: Enhance your audience targeting by using unified indvidual segments and improve data accuracy by setting up data graphs in companion orgs.
Enhance Audience Targeting with Unified Individuals: You can now access the data of Unified Individual segments from the home org and companion orgs. Unified Individual segments manage duplicate records and provide a single source of truth for accurate segmentation and effective audience targeting.
Drive Higher Unit Sales with Recurring Incentives: Motivate customers to purchase higher quantities of an item by rewarding them with free or discounted units. Delight customers with promotions such as Buy-One-Get-One-Free (BOGO) that customers can apply to their cart multiple times. Scale volume-based discounts with promotions such as For Every 10 Crates You Buy, Get 5% Off on 2 Crates and For Every 20 Crates You Buy, Get 3 Crates Free.
Run Promotions on Sites Powered by Experience Cloud: Show eligible promotions to logged-in customers on Experience Cloud site pages. When customers place an order from site pages, eligible promotions are evaluated and applied on the order.
Show Promotions to People in Their Preferred Language: Increase usage of promotions and assist sales motions by showing promotions to in-store employees and sales reps who manage assisted sales in the preferred language. Show customers promotions in their language on Experience Cloud sites.
Set Up Data Graphs in Companion Orgs: Verify a member's Data 360 segment by using data graphs in companion orgs. Previously, you could use data graphs only in the home org.
Add Rewards for All Eligible Categories and Products: Create unit price promotions for a large volume of eligible products and categories in no time. Add one purchase criterion for all eligible products or categories. Configure a uniform reward for all eligible items.
Refine User Access with New Global Promotions Management Permission Sets: Enhance data security and administrative control by transitioning users to new Global Promotions Management permission sets. Assign permission sets in precise groupings to control data access based on business requirements.
Grantmaking: Adopt the Application Form object to future-proof your application process and ensure access to future platform enhancements. To improve completion rates, all form components are now mobile-friendly for a better user experience on any device. You can also require specific file attachments to prevent incomplete applications.
Future-Proof Your Application Process with the Application Form Object: Configure your grant application intake process by using the Application Form object, the standard for applications across Agentforce Nonprofit, formerly Nonprofit Cloud, and Industries. The Application Form and related objects support key features such as compliant data sharing, stage management, and form framework. Adopting this standard makes sure that you can leverage future platform enhancements as they're released.
Complete Forms with a Mobile-Friendly Design and Simplified File Management: Streamline the application process for your users with two major enhancements to Form Framework. All form components, including Overview, Section, and Review, are now fully responsive and mobile-friendly for a better user experience on any device. Management of attachments in forms is simplified with a new component in flows and Flexcards.
Guide and Inform Experience Cloud Users with Personalized Task and Activity Components: Help Experience Cloud site users stay oriented and complete key actions with two personalized home page components: the Pending Task banner and the Activity Timeline. These components surface relevant tasks and recent activity to guide users when they return to your site
Guide Experience Cloud Site Users with a Proactive Pending Task Banner: The personalized Pending Task banner on the Experience Cloud site homepage helps users see and act on high-priority tasks as soon as they log in. These recommendations are based on the user’s profile, recent activity, and AI-powered insights.
Guide Your Users Through Interactive Troubleshooting for Proactive Scenarios: Help service reps proactively resolve customer issues by generating AI-driven troubleshooting plans when no automation exists. Service reps define a scenario prompt during campaign planning, and Agentforce Service agent uses it to guide customers through a tailored troubleshooting session after they open an outreach. This approach broadens coverage of proactive issues, accelerates resolution, and captures conversation traces to improve future troubleshooting plans.
Simplify Health Cloud Feature Discovery and Setup: With Salesforce Go, discover and set up Health Cloud features, 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.
Health: Discover, set up, and track usage of Agentforce Health, formerly Health Cloud, with Salesforce Go. Summarize claim and member coverage details by using Agentforce for Payer Contact Center. Improve data extraction accuracy by using custom extraction templates. Secure data continuity through offline assessments by using Home Health. Leverage Integrated Care Management to support suggested responses and autosave for all assessments. Resolve duplicate prior authorization request cases by using Utilization Management.
Agentforce for Health Cloud: Find and summarize claim and member coverage details quickly by using Agentforce for Payer Contact Center. Increase efficiency by updating athenahealth patient records directly from Health Cloud.
Resolve Claims Queries Faster by Using Data 360 Zero-Copy Claims Actions: Give your payer contact center reps the tools to resolve member and provider claims queries more efficiently by using adjudicated claims data. By using Data 360 claims actions, agents can now fetch adjudicated claim records directly from external systems via zero-copy integration. Agents can use the adjudicated claim records to provide payer contact center reps quick access to high-level summaries and specific claim details, such as status, denial reasons, and patient responsibility.
Access Member Plans and Eligibility Data by Using Agent Actions: Help your payer contact center reps quickly address member and provider questions about coverage, eligibility, and cost shares. New member coverage actions use structured data from Data 360 to summarize and query coverage details, so your reps can accurately address common member concerns about plan details and covered services.
Analyze Disease Trends and Critical Cases with Analytics Dashboards: Get comprehensive data analytics and visualization capabilities by using the dashboards in the Disease Surveillance Analytics app. You can visualize key disease case trends, identify potential warnings that cause outbreaks, and monitor critical metrics such as hospitalizations and mortality. Use the dashboards to analyze case trends and use Agentforce actions to conduct deeper investigations and understand disease spread.
Update athenahealth Patient Records Directly from Health Cloud: Connect Health Cloud and the athenahealth Electronic Health Records (EHR) to support real-time data write-back for patient records. Eliminate context switching and duplicate data entry, and give your care team immediate access to the most current patient data. Improve the efficiency and the overall quality of care by helping your care team capture and share the most up-to-date patient information from your Health Cloud org.
Manage Patient Updates Faster with Agentforce for Provider Contact Center: Streamline case handling, reduce repeat calls, and ensure accurate patient data by managing key updates directly within Agentforce. Help your contact center reps quickly add caregiver details, update patient information such as demographics and caregiver information, and send medication refill requests, all in one place. Strengthen service quality by ensuring reps always have current patient information, enabling faster and more efficient patient interaction, smoother hand off across teams, and stronger first-call resolution.
Data Cloud for Health Cloud: Easily integrate Data Cloud with Health Cloud by using the new HealthCloud Provider and Utilization Management data kits.
Disease Surveillance Enhancements: Gain a complete view of disease trends, identify outbreak warnings, and monitor critical metrics using the integrated data analytics and visualization dashboards within the Disease Surveillance app.
Review the Accuracy of Extracted Data with Confidence Scores: Improve extraction accuracy and save review time with a confidence score next to each extracted field. Help your public health investigators and case intake specialists identify values that fall within a defined low-confidence range and require an additional manual review. Strengthen validation, minimize errors, and maintain high-quality health records by concentrating efforts only on fields that require attention.
Support Diverse Healthcare Document Types with Custom Document Extraction Templates: Help your public health investigators and case intake specialists process a wider range of documents, including PDF, JPG, and PNG files, by using custom extraction templates for specific healthcare scenarios. Improve operational efficiency, reduce manual data entry, and get faster access to accurate, structured data that maps correctly to your Health Cloud data model.
Preview and Validate Extraction in Real Time: Ensure faster and accurate template creation by using a real-time playground to validate extraction behavior and experiment with prompt variations during template setup. Preview extracted results instantly by uploading a sample file to confirm the accuracy of the results before saving them. Identify missing or incorrect fields early in the process to reduce trial and error. Improve data quality and deliver cleaner, structured outputs that align with the Health Cloud data model.
Home Health Enhancements: Promote scheduling flexibility and resource optimization by managing patient care across multiple addresses. Customize visits with unique instructions to promote precise execution and accurate delivery of care. Capture assessment data offline to maintain workflow efficiency and secure critical data integrity in any setting. Improve financial reliability and compliance by calculating home visit budgets based on benefit frequency.
Calculate Budgets Precisely with Benefit Frequency: Boost compliance, minimize budgeting errors, and streamline patient approvals with the advanced budget management capabilities of Home Health. Incorporate the period frequency of care benefits along with the total price directly into the healthcare budget calculations. Improve overall financial reliability and operational confidence by accurately pro-rating benefit amounts based on their defined frequency.
Personalize Home Healthcare by Using Custom Visit Instructions: Equip your care resources with precise, relevant instructions needed for efficient and accurate execution of every patient home visit. Schedulers can use work plan templates and work plan steps to add instructions when they schedule visits. Beyond selecting standard work plan templates, schedulers can also create custom templates to assign patient-specific instructions. For dependent visits, schedulers can add contextual instructions tailored for each involved care resource.
Expedite Your Home Health Setup: Set up offline home healthcare assessments and configure object permissions for agent actions by using the new steps in the Home Health guided setup. Reduce implementation time by following the simple, clear steps for tasks such as prerequisite checks and process setups, all from one place. Stay focused by using the links to the in-app setup pages and detailed help articles.
Simplify Coordination of Home Healthcare Across Patient Locations: Address complex scheduling needs, optimize resource allocation, and ensure uninterrupted patient care by associating multiple home visit locations with a single patient. Give patients greater control by allowing them to select from various addresses, such as billing, shipping, or any saved address for temporary or seasonal homes. If the preferred address isn't linked to the patient, schedulers can easily add it during the scheduling process. This flexibility helps to save the time and effort involved in navigating through multiple pages.
Enhance Health Outcomes with Offline Home Healthcare Assessments: Drive the effective execution of home healthcare visits by capturing patient assessment responses, even in low- or no-connectivity environments. Clinicians can save time and maintain workflow efficiency by using the Salesforce Field Service mobile app to complete assessments offline. Provide uninterrupted care services and capture critical data, regardless of where the care is delivered.
Prevent Data Loss by Automatically Saving Assessments: Help care managers administer assessments without worrying about data loss with autosave for Discovery Framework-based internal assessments and MCG assessments. As care managers enter assessment responses, the assessment is automatically saved every few seconds. They can also leave the assessment and later resume exactly where they left off, as the assessment is saved with an In Progress status.
Streamline Care Plan Updates with the Enhanced Workflow: Get a clean and structured care plan and reduce administrative overhead when you update care plan elements. Care managers can add new problems, goals, and interventions to a care plan’s existing hierarchy without duplicating the care plan elements.
Facilitate Payer Collaboration with Authorized Care Data Access: Enhance alignment with payer workflows with the new Member Plan Care Plan, Member Plan Medication Statement, and Purchaser Plan Care Program objects. These objects ensure that care teams have quick and secure access to care data tied to the specific member plans and purchaser plans that they’re authorized for.
Integrated Care Management Enhancements: Give care managers data-driven suggested responses for Discovery Framework-based internal assessments and Milliman Care Guidelines (MCG) assessments. Boost community engagement and improve assessment completion rates by exposing MCG assessments on Experience Cloud sites. Prevent duplicate care plan elements by using the enhanced workflow for updating care plans. Get accurate assessment data with autosave for internal assessments and MCG assessments.
Boost Patient Engagement with MCG Assessments for Experience Cloud Sites: Deliver a more engaging and improved patient experience by exposing MCG assessments to Experience Cloud sites. Care managers can securely send MCG assessments to community members via email. Then, members can complete the assessments on the Experience Cloud site in their own time, without having to visit a clinic or hospital. Improve assessment completion rates by making assessments more accessible and flexible.
Optimize Smart Patient Care with Suggested Assessment Responses: Help care managers administer assessments faster by enabling suggested responses for Discovery Framework-based internal assessments and Milliman Care Guidelines (MCG) assessments. Reduce manual data entry by getting suggested responses for assessment questions based on sources such as previous responses and Einstein Generative AI. Care managers can review, accept, or dismiss the suggestions to ensure human oversight and deliver an improved patient experience.
Add Agentforce to Payer Contact Center Quickly: Set up Agentforce for your payer contact center by using a guided setup, and make sure that your contact center reps are productive from day one. Create a data graph, review flows, and configure agent topics and actions by following the easy-to-understand steps. Stay focused and on task by using the direct links to the in-app setup pages and comprehensive help articles.
Instantly Approve Non-Duplicate Prior Authorization Requests: Reduce manual review time for payers and accelerate prior authorization approvals by using the Automatically Approve Prior Authorization Requests flow. The flow uses an expression set to instantly approve eligible non-duplicate prior authorization requests, updates the claim status to Approved, and closes the associated case. Ensure faster service and improve satisfaction for members and providers by reducing administrative burdens.
Safeguard Data Integrity By Resolving Duplicate Prior Authorization Request Cases: Improve payer workflow and ensure clean and accurate prior authorization request data. Close duplicate prior authorization request cases by using the new Identify and Resolve Duplicate Prior Authorization Request Cases flow. Detect potential duplicate case records and present the records to users for quick comparison and resolution.
Utilization Management Enhancements: Quickly identify and resolve duplicate prior authorization request cases to ensure clean and accurate data. Accelerate the approval of non-duplicate prior authorization requests by using the new deduplication flow.
Help Experience Cloud Site Users Track Their History with a Personalized Activity Timeline Wrapper: Give your Experience Cloud site users a clear view of their activity history with an in-page timeline wrapper that highlights logins, case updates, messages, Website Engagement, and Web Search Engagement events. Site members can quickly understand what has happened, where they left off, and what has changed since their last visit, without navigating multiple pages.
Save Money by Hiding the Real-Time Translations Preview Bar: Reduce calls to Agentforce Speech Foundation, each of which can consume flex credits if your free limit is reached, by hiding the Real-Time Translations preview bar. When the bar is hidden, a service rep won’t see a translation preview as they type, but their message will be translated when sent to the end user, calling Agentforce Speech Foundation just once.
HR Service: Onboard new users with Unified Employee License (UEL), a standard license with simplified administration and wall-to-wall coverage that expands feature support for new users. Provide a trusted channel for all employees with confidential case reporting for secure management of workplace issues.
Strengthen Employee Trust with Confidential Case Reporting: Give your employees a secure channel to report confidential workplace issues, such as harassment, discrimination, or misconduct. Employees can report these issues directly from the employee portal or with Agentforce. Agentforce detects sensitive language and creates a confidential case for tracking to ensure that the case is automatically flagged and discreetly routed only to authorized HR reps. Admins manage access and routing of cases based on case categories to ensure employee privacy and accurate resolution
Improve Employee Experience with New Unified Employee License for HR Service: Accelerate HR Service adoption with Unified Employee License (UEL). UEL streamlines administration, delivers wall-to-wall employee coverage, and provides the right level of access for efficient work. It now includes Manager Provisioning along with support for Agentforce actions, employee provisioning, Unified Catalog items, and employee enablements.
Hyperforce: Products and features from Data 360, Marketing Cloud, Platform, MuleSoft, and Tableau Cloud are now available in more Hyperforce regions. Hyperforce Assistant introduced a new way to find hard-coded references. The Hyperforce public IP ranges now include addresses for inbound connections, in addition to existing outbound addresses. Prepare for IPv6 if you use IP allowlists.
Find Hard-Coded References Using the Updated Hyperforce Assistant Process: The automated check previously available in step one of Hyperforce Assistant has been replaced due to updates in underlying tools. The remaining Hyperforce Assistant features remain unchanged. Hyperforce Assistant helps customers prepare their org for migration. Because your org’s instance changes during migration, hard-coded references cause functionality failures post-migration. Finding and resolving hard-coded references during the preparation phase enables applications to maintain correct functionality after the upgrade to Hyperforce.
Scan Files for Malware (Beta): For improved security in your Salesforce org, files are now scanned for malware in Salesforce Files. Most new files are scanned when they’re uploaded to an org, and most existing files are scanned when they’re downloaded from an org.
Hyperforce Public IP Ranges Now Include Inbound Addresses: The Hyperforce public IP address ranges have been expanded to include inbound addresses for traffic to your Salesforce org. Previously, these ranges contained IP addresses only for connections from Salesforce to the customer network. Now, these ranges also contain IP addresses for inbound connections to your Salesforce org. Salesforce recommends adopting modern security practices, such as mTLS, instead of allowlisting on Hyperforce. But for customers with an insurmountable business or compliance requirement to use allowlists, Salesforce provides Hyperforce public IP ranges in JSON format.
Prepare for IPv6 in Hyperforce Public IPs: If you use an IP allowlist to restrict network traffic or you restrict access to Salesforce via IP address, prepare to update your allowlists to include IPv6 addresses.
Improve Dynamic Q&A Performance with Persisted Questions and Answers for Authenticated Users: Dynamic Q&A now loads faster and reduces Large Language Model (LLM) calls by persisting generated questions and answers for authenticated users. Previously, Dynamic Q&A regenerated a new set of questions each time an authenticated user viewed an article. The feature now stores the generated questions, which improves performance and gives users quicker access to relevant answers.
Inbound Limit for Service Agent Emails is Extended: Inbound emails handled by the Service agent count against your Agentforce for Service on Email daily transaction limit, which is 5,000 by default. You can ask Salesforce Customer Support to raise this limit. Previously, this checked against the org's single email limit, which is shared with Apex and flow emails.
Industries: Learn about new features and enhancements across the Industries clouds.
Industries Common Features: Learn about enhancements to features used across Industries products, Revenue Management, and other apps.
Industries Common Features Released by Month: Industries Common Features features and changes are released as often as monthly, so check back again soon for the latest updates.
Industries Configure, Price, Quote (CPQ): Industries CPQ delivers unified order management and streamlines complex fulfillment by integrating with the Dynamic Revenue Orchestrator (DRO) for attribute-based decomposition. Boost cart performance for large bundles with level-based loading and enhanced caching. Gain control over the Industries CPQ Cart with custom record types, pricing precision, and customizable fields. Ensure transactional accuracy by preserving original contract pricing, and correctly retaining asset status during attribute updates.
Insurance: Use Digital Insurance capabilities in your existing org along with the Insurance managed package or Insurance CRM. Optimize policy issuance, renewals, endorsements, and cancellations with complete versioning. Manage the end-to-end agency billing workflow with greater accuracy, automation, and financial control. Boost sales efficiency with unified multi-root quoting. Help users compare insurance products side by side and select an optimal plan. Apply policy limits over more flexible durations, automatically cap payments at the lowest remaining limit, and authorize and track ex-gratia payments.
Agency Billing: Manage the end-to-end agency billing workflow with greater accuracy, automation, and financial control across invoicing, payments, journals, and collections.
Automate Agency Billing Journals: Strengthen financial accuracy and control by defining accounting periods for each legal entity by maintaining a chart of accounts. Then, automatically generate dual-entry journal entries based on billing transaction types and general ledger assignment rules.
Streamline Cash Flow with Automated Payment Processing: Automate the collection of payments for policy invoices and processing of refunds for policy changes or cancellations. Settle open balances promptly and maintain accurate financial reporting by applying payments directly to policy invoices.
Stay on Top of Overdue Premiums with Collections: Manage overdue invoices and reduce the risk of unpaid premiums with Collections. Easily see outstanding policy invoices, follow up on missed payments, and record payment commitments from policyholders. Automated reminder emails help recover overdue amounts more efficiently and support steady cash flow.
Schedule and Generate Invoices for Insurance Policies: Easily configure billing preferences for insurance policies, including tax and proration policies, in a purpose-built object. Set up invoice schedulers to generate invoices at regular intervals or generate on-demand invoices.
Generate Policy Transactions and Breakdowns: Automatically generate policy transactions and detailed breakdowns to reflect the financial impact of policy events. The transaction breakdown provides a clear view of insurance premium, commissions, taxes, and fees drawn from coverages, insured items, and insured parties.
Effortlessly Configure Billing Settings for Insurance Policies: Simplify the management of insurance policy transactions by using the Billing Setup panel to quickly enable transaction and transaction-detail generation for policy lifecycle events. You can also configure and customise the context mappings that are used to create billing schedules.
Manage Policy Lifecycle Better with Enhanced Versioning: Simplify policy issuance, renewals, endorsements, cancellations, and repurposing with built-in lifecycle actions and complete versioning. Reduce manual rework by automatically creating draft and issued versions for each policy change. Track mid-term changes through endorsements while preserving the full policy history. Help service teams work more efficiently with clear and system-managed policy states. Ensure consistent and reliable handling of policy changes across the entire policy term.
Cap Payments at the Lowest Limit for Loss Claims: Adjusters can now determine the correct payable amount without manual calculations before they request approvals. Enforce the lowest remaining limit, and track consumption across sub-coverage, coverage, and policy levels for loss-type payments. Prevent failed payments, recalculations, and messy audit trails.
Changed Connect REST API Request Bodies: Use the new properties in insurance to specify the sub-coverage during calculating adjustments for a loss item, provide either the date or both the date and time of reported loss. Simplify the policy renewal process in insurance brokerage by removing the requirement to explicitly specify whether a renewal is with the same carrier.
Changed Connect REST API Response Bodies: Use the new properties in Insurance to track the claim loss date, see the rule set evaluation results during multi-root policy processing, and track the start and end dates for the standings evaluation period.
Use Digital Insurance Alongside the Insurance Managed Package or Insurance CRM: Launch new products faster on the flexible Digital Insurance platform while you manage existing products, policies, and claims in the same org. Eliminate the overhead of administering separate orgs or rebuilding custom integrations extensively. Manage products, quotes, policies, and claims using solution-specific workflows and keep the transactional data, metadata, and automations segregated based on the originating solution. Although Digital Insurance can coexist with Insurance CRM or the Insurance managed package, these solutions don't interoperate.
New and Changed Connect REST APIs in Insurance: Create billing schedules from insurance policy transactions to generate financial records for policy lifecycle events. Modify claim coverage payment details, recalculate loss item adjustments, and process ex gratia payments to accelerate claims resolution and maintain financial accuracy. Evaluate plan eligibility for group census members to support accurate enrollment decisions. Use the multi-root policy APIs to create and manage multiple root and child policies under a single parent policy, improving flexibility in policy administration. With the insurance quoting API, generate rating input details to streamline product rating processes, improving operational efficiency.
New Connect in Apex Classes: Use the new methods to manage multi-root insurance policies, claims, and billing schedules.
Validate Complex Configurations with Constraint Rules Engine: With Constraint Rules Engine (CRE), use constraint-based logic to validate complex product configurations. This feature supports deeply nested bundles, cross-product dependencies, and multi-instance insurance scenarios. CRE ensures accurate quoting by preventing invalid selections while you transition from Business Rules Engine to a constraint-driven model. For Insurance, Constraint Rules Engine is currently only supported for exclusions, clauses and configuration rules.
Copy Data Between Nodes in a Pricing Procedure: Gather the required data for price calculations by copying attributes to a node from its parent, child, or other related nodes. Previously, you could only aggregate numerical attributes from related nodes as a workaround but couldn’t access the text attributes. For example, when calculating the premium for collision coverage, add attributes from the product, vehicle, and driver nodes to the coverage node to compile the data for the calculation.
Issue Ex Gratia Payments for Loss Claims: Authorize exceptional payments for loss claims that exceed the policy or coverage limits. Track ex gratia payments for auditability while capping consumption at the remaining limit. Handle special circumstances and maintain positive customer relations without manual workarounds or negative balances.
New Invocable Actions in Insurance: Use the new invocable actions in Insurance to create and manage multi-root insurance policies, claims, and group census members and their associated insurance plans.
Accelerate Sales with Unified Multi-Root Insurance Quoting: Create a single, comprehensive quote that includes multiple root products, such as Auto and Home. Captive agents can configure and price several products together and present them as a single offering. All lifecycle operations are managed at the parent policy level, and premiums and taxes aggregate from each child policy to deliver a consolidated financial overview. Use the multi-root issuance API (or invocable action) to create the parent and child policies upon quote acceptance. Manage subsequent renewals and endorsements at the parent policy level using the corresponding multi-root APIs or invocable actions.
Simplify Quoting and Policy Configuration through Guided Flows: With the Product Configuration Lightning Web Component, users can immediately see how policy attribute changes affect the premium, enabling efficient, real-time quote generation. This component for Omnistudio accepts multiple rating inputs and calls the Insurance Rating POST and PATCH APIs to update attribute values for specific coverages.
Enable Comparative Rating and Multiple Plan Selection: The Product Selection Lightning Web Component for Omnistudio allows end users to effortlessly compare multiple rated insurance products and choose the optimal plan directly within a guided Omniscript flow. Quickly compare up to three different root products side-by-side to understand variations in coverages and pricing. This component passes multiple rating inputs to the Insurance Rating API, which rates several root products and returns the calculated premiums and details. The UI displays product cards showing the premium and taxes for each option.
Revise Claim Coverage Payment Details to Make Corrections: Edit details such as the payee or the claim amount for a claim coverage payment. Calculate the new adjusted amount and update the limit tracking for accurate audit trails. Previously, you deleted a claim coverage payment detail record and created a new one to update details.
Track Policy Limits with Flexible Duration Types: Reset policy limits at the end of a calendar year or on a specific override date, or enforce lifetime limits that don’t reset. Previously, you could only reset limits at the end of a policy term.
MuleSoft Integration Intelligence: Maximize uptime and optimize performance with Integration Intelligence. Extend the value of your MuleSoft telemetry with Integration Intelligence to provide long-term analytics. Centralize metrics, logs, and traces in Salesforce Data 360. Gain visibility into historical trends and systemic patterns that go beyond real-time monitoring. Use the Integration Intelligence Lightning app to access pre-made and custom Tableau Next dashboards for unified API and application insights. Use agent-assisted analysis to quickly find the cause of problems. Access these operational insights directly from Anypoint Platform with single sign-on.
Interest Tags: Use sharing rules to extend sharing access to users for Tag Categories.
Enforce Sharing Rules for Tag Category: Prevent users from seeing tag categories that belong to work groups outside of their work group by using sharing rules. When the default internal access for tag categories is set to private, create sharing rules to grant users or groups access to tag categories.
Prevent Inventory Suppression with Safety Stock Caps: Prevent overstocking by adding a safety stock cap. The cap limits how much of your inventory is designated as safety stock, so you can ship out more inventory from your distribution locations.
AI for IT Teams and Employees: Use the predictive intelligence suite to forecast the likelihood of major incidents, SLA breaches, and change failures, and use Einstein to take quick actions that improve IT support reps productivity. Enhancements to proactive assistance and service assistant help IT teams to shift from reactive firefighting to proactive, data-driven risk mitigation. Additional agent actions for employees and IT teams enhance employee satisfaction and streamline your IT processes.
Elevate Employee Self-Service with AI Chat for Faster Resolution and Higher Satisfaction: Integrate AI into the support workflow with Agentforce to reduce the need for employees to go through traditional IT help desk queues. Employees can now easily add comments or reopen resolved tickets using Agentforce, eliminating manual navigation. New enhancements allow employees to retrieve ticket status by description, automatically associate assigned assets, and create and manage service catalog requests conversationally. The Agentforce integration into employee self-service provides a seamless, conversational support workflow, leading to higher employee satisfaction with IT services.
Optimize Service Delivery with Agentforce Summaries and Intelligent Attribute Audits: Boost your IT service management efficiency with Agentforce actions that remove the need for manual data processing. Automatically create release summaries and post-incident reports, transforming technical details into clear updates for stakeholders. Ensure accurate ticket routing with intelligent attribute checks that validate categories, impact, and urgency.
Proactive IT Management with Predictive Intelligence Suite: Enhance service stability and proactively manage risk across Incident, and Change Management by implementing three new, dynamic predictive models. The Major Incident Likelihood Score, SLA Breach Likelihood Score, and Change Risk Score provide fulfillers and change managers with quantifiable, real-time risk assessments on a 0–100 scale, enabling effective prioritization, prediction of service failures, and objective assessment of change failure probability, ultimately reducing business disruption.
Optimize IT Operations with Priority-Based Proactive Assistance: Admins can now configure proactive assistance to trigger actions only on specific priority levels for incidents and problems. By limiting automated actions to specific records, ensure that your AI resources are focused on high-impact issues. Consequently, IT teams get a data-driven head start on critical issues, and avoid unnecessary processing of low-severity tickets.
Diagnose Root Causes Faster with Proactive Assistance for Problems: Automatically trigger AI actions when a Problem record is created and eliminate the need for IT support reps to converse with Agentforce or manually perform actions. Use proactive assistance to summarize the problem, validate status and impact, identify and associate similar problems, and get proposed root cause and resolution summaries. By delivering customized service plans and recommended tasks for a problem, proactive actions help IT support reps spend less time on administration and more on root cause resolution.
Accelerate Incident Resolution with Quick Actions in Service Plan: Integrate quick actions into the Incident Service Plan to resolve common steps instantly. The designated buttons appear within the executable resolution plan, allowing fulfillers to complete repetitive tasks such as logging communication or updating a record with a single click. Quick actions simplify the entire resolution process, leading to faster and more efficient incident resolution.
Automation and Productivity: Accelerate IT service setup and deployment with easy-to-use templates to establish complex assignment rules quickly. Ensure consistent request ownership and eliminate manual bottlenecks by automatically routing service requests to the correct users or queues. Improve response times and keep teams informed by delivering targeted service notifications and timely updates directly within Microsoft Teams.
Automate Access and Streamline Provisioning with External Integrations: Deploy service catalog items that use direct API integration with external systems, dramatically reducing complex configuration. Eliminate manual error in data collection with enhanced intake flows that use external connectors to query third-party data, such as a list of available software. Reduce help desk workload and eliminate user wait times by automating high-frequency requests, such as account unlocking and secure access provisioning, with fulfillment flows.
Accelerate Catalog Deployment with Ready-to-Use Service Templates: Speed up your service catalog rollout by deploying predefined workflows for standardized IT requests. Benefit from prestructured attributes, intake forms, and automated fulfillment flows with templates that span critical areas, including IT, hardware, software, facilities, employee lifecycle, and identity management. Eliminate ad hoc communication, reduce help desk workload, and track and audit every request automatically.
Find Tasks Quickly with New App Names in Microsoft Teams: The Employee Hub and Fulfiller Hub apps in Microsoft Teams are now Salesforce IT Service and Salesforce IT Desk, respectively. The new names clearly identify the target user for each app, helping users quickly find the right tools for their specific business tasks. While the names have changed to improve clarity and adoption, this visual update does not impact existing functionality or workflows.
Accelerate Diagnosis with the Integrated CI Hub in Microsoft Teams: Empower your IT support reps to perform deep technical investigations without leaving Microsoft Teams. The CI Hub is a centralized workspace providing access to critical Configuration Management Database (CMDB) data such as Configuration Item (CI) details, associated incidents, and change histories. Support teams can swiftly diagnose service disruptions by visualizing CI relationships on embedded service maps that provide a rich, interactive view of assets and their dependencies. The CI Hub streamlines incident response and ensures that the most relevant infrastructure data is always available.
Unify Service Workflows Within Microsoft Teams: Integrate your IT service processes directly into Microsoft Teams to create a high-productivity workspace for employees and support reps. Employees can now resolve issues independently through a conversational AI experience powered by Agentforce, which provides instant troubleshooting and knowledge browsing. Managers can accelerate service delivery by approving or rejecting employee requests natively via actionable notifications, while IT support reps can rapidly swarm complex incidents by collaborating with experts in dedicated, record-linked channels.
Collaboration Channels: IT support teams can now access critical CMDB data directly in Microsoft Teams to investigate and triage issues with better context. MS Teams now natively supports approvals, notifications, and record channels, and apps are renamed for better clarity. Transition your Teams workspace from legacy ticketing to a modern, conversational AI experience.
Link Affected Configuration Items Faster with Einstein Suggestions: Use Einstein to analyze ticket descriptions, similar issues, correlated metadata, and complex discovery logs to identify the source of service disruption. By predicting affected assets across incidents, problems, changes, and releases, Einstein ensures your Configuration Management Database (CMDB) remains accurate and up to date. IT support reps can select from a ranked list of the suggested configuration items and link them to issues. Eliminate manual research and reduce cognitive load for your IT team, and help them meet SLAs sooner during critical changes.
Automate Problem Routing and Change Request Creation: Reduce administrative overhead and allow teams to focus on root cause analysis with Einstein actions. Einstein now analyzes historical data to route problems to the correct queue instantly, without manual intervention. IT teams can also create change requests directly from incidents or problems with significantly less effort. Einstein prefills these change requests with relevant data, eliminating repetitive manual entry.
Access Comprehensive Employee Data with Employee 360 Insights: Give your IT help desk a centralized, 360-degree view of all employee assets, service requests, support cases, and historical interactions to maximize operational efficiency. Support reps can quickly troubleshoot active issues, review past support trends, and access critical employee data without switching context. Reps can then use these details to create service requests for employees and deliver personalized support that drastically reduces resolution times.
Speed Up Enhanced Chat Setup for Agentforce IT Service: Streamline the deployment of the Enhanced Chat feature for IT Service with a new setup experience. Replace a series of complex manual configurations by using the new section Set Up Enhanced Chat on the Agentforce for IT Service feature Set Up page.
Restore Incident Creation for Customer Community Plus Users: Resolve automated flow failures that prevented Customer Community Plus users from creating incidents via email or the portal. By correctly populating the Reported By field with Person Account records, the system now ensures incidents are properly linked to the employee’s profile and visible in the My Reported Incidents list view. The underlying flow logic now validates both User and Person Account objects, restoring full Email-to-Incident functionality and maintaining a seamless support experience for all portal users.
Self-Service: Transform the employee experience with an AI search-powered portal that unifies the service catalog, knowledge, and asset management. Improve transparency by providing employees with a centralized hub to monitor the real-time lifecycle and activity of their tickets. Streamline IT operations and simplify user access by transitioning to structured service request workflows and a unified employee licensing model.
Accelerate IT Service Management Setup with Consolidated Solution Bundles: Get your IT Service organization up and running faster with a consolidated, single-card experience. We have combined previous solution bundles into one Agentforce IT Service Initial Setup card, significantly simplifying the installation process. Admins can now select which solution bundle to deploy and also they can deploy both data and metadata or only metadata.
Service Management: Accelerate service delivery and governance by deploying preconfigured request workflows and direct third-party integrations. Improve release reliability and data accuracy through automated field validations and proactive conflict detection. Prioritize incidents for high-priority users, demote major incidents, convert incidents to service requests, and give your IT team a holistic view of employees.
Simplify User Onboarding with the Unified Employee License (UEL): Streamline the provisioning of new employees and simplify access management by utilizing the IT Service Portal Employee User permission set license (PSL), Unified Employee License (UEL) and the standard Unified Employee profile. This new licensing model replaces the need for custom Customer Community Plus (CCP) profiles, and you can create an Employee record from a User record with a single click. This process applies only when you create new employee users. Existing users modeled as employees with a CCP license and profile are unaffected. New UEL users maintain the same access and permissions as existing CCP users.
Build Your Assignment Rules Quickly with Templates: Set up assignment rules for IT services faster by starting with templates. These templates provide a ready-to-use foundation for routing incidents, problems, change requests, and service requests to the appropriate users or queues. Admins clone a template and customize its conditions and assignments instead of building rules from scratch.
Extend Assignment Rules to Service Requests: Assignment rules now support service requests, enabling IT teams to route requests automatically to the right user or queue based on defined criteria when a service request is created. Admins can configure rules to evaluate request attributes, ensure consistent ownership, and reduce manual reassignment.
Access Multiple Service Catalogs Directly from Microsoft Teams: Provide your employees with a unified experience by linking multiple service catalogs to the Salesforce IT Service app in Microsoft Teams. This update allows your users to browse and request various IT services, hardware, software, and facilities without leaving their collaboration workspace.
Enhance Attribute Management with the Unified CI Attributes Manager: Improve configuration accuracy and streamline CI modeling with the Unified CI Attributes Manager. Manage attributes and attribute sets from a single workspace that reduces configuration effort and eliminates navigation friction. Define, group, and assign attributes more efficiently during CMDB setup. This unified experience helps admins maintain consistency, reduce redundancy, and accelerate CI data standardization across the environment.
Find Relevant Configuration Items Swiftly with List View Filters: Improve productivity and reduce search time by filtering Configuration Items (CIs) directly from the list view. New filter options lets you narrow down CI lists based on key attributes such as ownership, type, and dates. Use filters to focus on the records that matter for troubleshooting, audits, and day-to-day operations.
Track Configuration Changes with the CI History Tab: Review how Configuration Items (CIs) change over time by using the CI History tab in a CI record page. The History tab shows who made each update, when it occurred, and what changed. Discovery updates also appear as part of the audit trail. Validate data accuracy, troubleshoot unexpected changes, and maintain a clear record of CI activity across manual edits and discovery processes.
Monitor Enterprise CI Usage with CMDB Enterprise and Digital Wallet: Track Enterprise configuration item (CI) usage with the CMDB Enterprise add-on. Enterprise configuration items represent any CI that isn’t an end-user endpoint, such as servers, cloud resources, application services, and network devices. Digital Wallet provides visibility into active Enterprise CIs so you can monitor usage and understand how your environment evolves.
Expand Data Cloud Insights with CMDB Data Streams: Enrich your Data Cloud instance with core Configuration Management Database (CMDB) information using new data model objects (DMOs) and their corresponding data streams. The data streams in the CMDB data kit allow you to sync configuration item data to Data Cloud to prepare the data for analysis, build reports, and apply transformations. The data model objects available are Configuration Item, Configuration Item Relationship, Configuration Item Attribute, Configuration Item Attribute Value, and Configuration Item Type Definition.
Speed Up CMDB Setup with Import Enhancements: Set up CMDB faster with improvements to the Configuration Item (CI) import workflow. Updated field mapping, clearer validations, and intuitive guidance reduce errors during data onboarding. Teams can upload CI records with greater accuracy and fewer iterations, helping organizations move from initial data load to operational readiness sooner while maintaining high data quality from the start.
Highlight Important Configuration Details with Key Attributes: Help your teams focus on the attributes that matter the most by marking selected Configuration Item (CI) fields as key attributes. You can switch to a concise view that highlights critical operational details, improving decision-making during troubleshooting, audits, and impact assessments. Key attributes make CI records easier to interpret during time-sensitive work.
Configuration Management Database and Service Graph: Improve configuration accuracy, streamline attribute management, and gain better visibility into service dependencies with new Configuration Management Database (CMDB) enhancements. Use the unified Configuration Item (CI) Attributes Manager to define and organize configuration item attributes and attribute sets from a single workspace. Extend attribute modeling with the type Lookup Relationship to link CIs to important business objects. Highlight important details on CI records with Key Attributes. Configure CI data faster with import improvements. Build tailored service map layouts to visualize dependencies in ways that align with your operational needs. Review and track how CIs change over time by using the CI History tab in a CI record page.
Streamline CMDB Setup with Explicit Tenant Provisioning: Provision CMDB and Service Graph to create the required CMDB environment and prepare your org for configuration. Provisioning creates a dedicated CMDB tenant and enables the required licenses and services. Complete provisioning before configuring CMDB in Salesforce Go. Monitor provisioning status and retry if a previous attempt failed.
Extend Attribute Configuration with Lookup Relationship Type in Attributes: Bring richer business context into CMDB by creating lookup relationship attributes that link Configuration Items (CI) to important Salesforce objects such as accounts, cost centers, and business units. Use these attributes to remove duplication and allow CI data to reflect organizational structures accurately. Teams gain deeper insights into ownership, financial alignment, and business dependencies directly from the CI records.
Create Tailored Service Map Layouts to Focus on the Insights That Matter: Visualize service dependencies the way that your teams need them with configurable service map layouts. Select Configuration Item (CI) types and CI relationships to create focused dependency layouts that support troubleshooting, planning, and impact analysis. Custom layouts help different teams see the right level of detail and understand operational risks quickly and accurately.
Strengthen Data Integrity with Default Field Validations for Changes and Releases: Admins can now activate default field validations for change requests and releases to automatically prevent common errors, such as invalid date ranges or missing required fields. These preconfigured checks enforce data consistency during both record creation and updates. By safeguarding data integrity without manual oversight, IT teams can maintain accurate, reliable, and auditable records.
Demote Major Incidents When Business Impact Changes: Maintain flexibility in your support processes by de-escalating major incidents when impact and severity decrease. Authorized users can demote a major incident back to a standard incident without disrupting existing approval work items or ongoing resolution efforts. Align your IT help desk's response with the actual business needs, and allow for dynamic adjustments as situations stabilize.
Analyze Installed Software and System Components with the New Components Tab: Review and analyze installed software and system components by using the Components tab on a configuration item (CI) record. Review installed software, system processes, network adapters, certificates, and other component data collected during discovery. The tab organizes component inventory into structured categories and provides a searchable, filterable table. You can also add components manually when required.
Extend Asset Coverage by Integrating Microsoft Intune with Salesforce CMDB: Connect Microsoft Intune with Salesforce CMDB to bring device inventory data into your configuration management processes. Intune syncs key attributes such as device identifiers, operating system details, and ownership information. Use the integration to enriche CMDB records, improve asset completeness, and reduce manual effort during asset onboarding.
Discovery for Salesforce CMDB and Service Graph: Automate asset tracking and gain better visibility into configuration item activity with new Discovery enhancements. Integrate Microsoft Intune with Salesforce CMDB to bring more device data into your configuration management processes. Use new Discovery audit fields on configuration items to understand when an asset was first discovered, updated, or rescanned. Review installed software and system components from the new Components tab on each configuration item record. These enhancements improve asset coverage, simplify operations, and give you better insights across your IT environment.
Understand Asset Discovery Activity by Using the Discovery Sources Card: View and analyze asset discovery activity by using the Discovery Sources card in a Configuration Item (CI) record. Use audit fields to understand when a configuration item was first discovered, last updated, or rescanned by each discovery source. The Discovery card on the CI record also displays timestamps for agentless scans, agent scans, cloud connectors, and API-based integrations. The fields give you insights into asset freshness and help verify that discovery jobs are running as expected.
Extend Release Schedules and General Events Beyond 14 Days: Release managers can now plan and schedule IT service releases and related calendar events without a 14-day duration limit. This gives teams more flexibility to plan, track, and manage longer-running releases without changing existing release behavior or using workarounds.
Design and Deliver IT Service Notifications in Microsoft Teams: Admins can now design and deliver targeted IT service notifications directly to Microsoft Teams. By using the intuitive guided flow, you can define specific trigger conditions and select recipients to make sure that users receive timely updates on critical service records. Keep employees and IT teams informed within their primary workspace, and improve response times throughout the service lifecycle.
Prevent Outages with CI-Based Change Conflict Detection: Reduce change failure rates and ensure a stable IT environment by gaining early visibility into potential conflicts. When multiple change requests target the same configuration item (CI) during an overlapping implementation timeframe, conflicts are identified and captured automatically. Change fulfillers and managers can view these records to collaborate and resolve them. Replace manual cross-referencing and prevent IT teams from inadvertently disrupting the same CI simultaneously.
Prioritize Issues Using Service Management Privileges: Ensure critical employee issues receive immediate attention by using Service Management Privileges. Admins can now assign privileges to employees and set a specific access threshold to identify incidents requiring special handling. When an incident is created or reported by an employee whose access level meets this threshold, a banner is displayed on the Incident record page of the fulfillers. The distinct visual cue streamlines triage, ensuring your most important stakeholders receive prioritized resolution without manual intervention.
Create Service Requests from Incidents when Appropriate: IT teams can create service requests from incidents when the reported issue represents a user need, such as access or provisioning, rather than a service disruption. Creating a service request routes the request through the correct fulfillment workflow, and avoids incident-specific timelines and SLAs.
Track IT Service Requests Using Dedicated Service Request Records: Manage IT service requests using the new Service Request record instead of the generic Case record. IT teams can use a specialized data model that includes attributes designed specifically for request fulfillment, to manage high-volume, repeatable tasks efficiently. By distinguishing service requests from cases and incidents, you ensure the right process, SLAs, and reporting model is applied to every IT task.
Get More Done in the Lightning Article Editor: Write knowledge articles more efficiently with the improved "What You See Is What You Get" (WYSIWYG) Lightning Article Editor, which shows exactly how your content appears in real time. Take advantage of its streamlined features to create top-notch content.
Organize Articles and Improve Navigation with Knowledge Maps (Generally Available): Organize your knowledge articles into a hierarchical structure to make it easier for users to find and navigate content. This feature helps to keep your knowledge base consistent and well-structured, enhancing user experience and efficiency. This feature, which is now generally available, includes some changes since the pilot release.
Submit Records for Approval by Using the Request Approval Component: Add the Request Approval component to record pages to integrate autolaunched flow approval processes into your record pages. Configure the component in Lightning App Builder to require submitters to select the first approver and add comments about their approval request. The component works only with Flow Approval Processes, not with Classic Approval Processes.
Do More with the Redesigned Agentforce Employee Self-Service Portal: Transform your employees' interaction with the IT desk, making it faster, simpler, and more efficient. The redesigned Agentforce Employee Center portal introduces AI Search that provides instant, summarized answers and suggested next steps, helping employees resolve issues immediately without logging a ticket. The portal also unifies the service catalog, knowledge base, and asset management processes into a single, intuitive interface.
Lightning Components: Use complex expressions in your LWC templates. Lightning base components for empty states and illustrations are in beta. The TypeScript rollout for all Lightning base components is complete. Screen flows now support Lightning Web Component local actions. Use the Error Console to keep non-fatal errors from interrupting you. Learn about the latest improvements to Lightning Out 2.0.
Lightning Component Library Is Retiring: It’s time to say goodbye to the Lightning Component Library, our legacy hub of Lightning component information. The legacy Component Library pages will redirect users to the new Lightning Component Reference in the Spring ’26 release. The tools for Lightning Web Security and Lightning Locker are also scheduled to redirect to their new locations.
Display Consistent Empty State Illustrations With Theme Support (Beta): Use the new lightning-empty-state component to add meaningful visuals and content to your components that show empty states. This component displays the latest Salesforce Lightning Design System (SLDS) empty state illustration and correctly sizes it for the container, simplifying your UI development. The SVG illustrations automatically adjust to the user's selected theme, and can adapt to dark mode in SLDS 2 themes, for a consistent look and feel across your app. The new lightning-illustration component displays the same set of illustrations without text.
Manage Page Errors with Error Console: Enable the Error Console to capture and display component and page errors without interrupting your work in Salesforce. The console collects non-fatal errors so you can see them when it’s convenient for you, and they don’t require interaction. Fatal errors still show in modal error panels that you must dismiss before continuing. Fatal errors are also collected in the Error Console for later inspection.
API Distortion Changes in Lightning Web Security: Lightning Web Security (LWS) includes new security protections with more distortions for web APIs. ESLint rules matching the distortions are also available.
LWS Trusted Mode Enablement Is Discontinued: In Spring ’26, we’re no longer enabling Lightning Web Security (LWS) Trusted Mode. Salesforce briefly released LWS Trusted Mode in Winter ’26. We re-evaluated LWS Trusted Mode and decided to make it available only as a beta service in the same Winter ’26 release. This feature gives customers great responsibility for the security of scripts allowed to run in their org. We want to make sure that the customers that enable LWS Trusted Mode have a strong security posture both as a company and built into their processes.
Life Sciences: Streamline your Account Management data with Data 360. Focus on the right accounts with the enhanced Next Best Customer component. Make quick, ad hoc adjustments to Activity Plans. Use the enhanced Activity Measure workflow to track a wider range of activities. Boost engagement efficiency with new remote visit capabilities, AI-based and voice-based data capture, and a centralized Visit Management experience in the Service Console. Drive informed execution and mitigate risks effectively with Collaborative Medical Insights. Use Smart Content Search to improve your search results and find relevant material. Send presentations as unique email links to help healthcare providers save time and find up-to-date content. Access real-time sales data on the Life Sciences Cloud mobile app and plan better customer interactions from anywhere.
Create Asset Records from Configuration Items: Eliminate manual data reconciliation and improve audit compliance by automatically creating asset records from discovered configuration items. Establish a one-way synchronization between IT Asset Management and Configuration Management Database systems by associating asset records to configuration items (CIs) based on the CI type and predefined matching rules.
List Builder for Data Cloud Segment: Make Data Cloud actionable lists available in Data 360 companion orgs to help teams easily manage all customer interactions, from initial engagement to follow-up.
List Views: When you sort a list view, blank fields are sorted as the highest value in the list instead of the lowest value. In list views rendered with Lightning Web Components (LWC), you receive an error notification earlier in the edit process if you try to edit more than 200 records at a time.
List View Edit Limits Are Communicated More Clearly: List views rendered with Lightning Web Components (LWC) now prevent you from selecting or attempting to edit more than the supported maximum of 200 records at one time. Previously, if you selected more than 200 records, the edit icon still appeared and Salesforce didn’t restrict you from changing a field. However, when you attempted to apply your changes, an error notified you that your changes were unsaveable. To save you time and prevent the input of changes that can’t be saved, list views now enforce the 200-record limit earlier in the edit process.
Use Updated Empty Value Placement in List View Sorting: When you sort a list view, blank fields, or null values, now are treated as the highest value in the dataset. For example, let’s say you have a column with the data 5, 9, null, and 2. If you sort this column in ascending order, you see 2, 5, 9, null. Previously, Salesforce treated blank fields as the lowest value, so that in the example given, you saw the data as null, 2, 5, 9.
Loyalty Management in Marketing Cloud Next: Improve member benefits by enabling partner linkage and creating digital passes. Standardize the points expiration process and boost performance with asynchronous processing of high volumes of data. Target your audience better using unified individuals and set up data graphs in companion orgs.
Data 360 for Loyalty Management: Enhance your audience targeting by using unified indvidual segments and improve data accuracy by setting up data graphs in companion orgs.
Set Up Data Graphs in Companion Orgs: Verify a member's Data 360 segment by using data graphs in companion orgs. Previously, you could use data graphs only in the home org.
Enhance Audience Targeting with Unified Individuals: You can now access the data of Unified Individual segments from the home org and companion orgs. Unified Individual segments manage duplicate records and provide a single source of truth for accurate segmentation and effective audience targeting.
Integrate Loyalty Programs Seamlessly with Google Wallet: Drive customer engagement by integrating your loyalty program with Google Wallet. Members can create digital passes and conveniently access their full loyalty member profile on their mobile device. This ease of use encourages members to use their loyalty rewards and boosts program participation. Members can use their iOS or Android mobile devices to add their digital passes to the Google Wallet app.
Standardize Point Expiration by Using Current Date: Standardize your point expiration processes by using real-time calculations with a capability to check whether the run date for a Data Processing Engine definition is in the future. The future run date is automatically replaced with the current date.
Optimize Point Accounting with Accurate Expiration of Points: Use the Expire Fixed Non-Qualifying Points Using Aggregation Ledgers and Traceable Ledgers Data Processing Engine definition template to automate the precise expiration of fixed-type non-qualifying points. Ensure accurate point expiration by processing only points without pending traceability ledgers. The template leverages Aggregated Point Expiration Ledger records to calculate and expire points for members and currencies.
Get Added Benefits by Linking Your Loyalty Memberships: Members can now link their membership with partner loyalty memberships to seamlessly access valuable co-branded rewards, such as personalized offers. Linking memberships provides members with additional benefits in the home loyalty program. For example, link a Marriott Bonvoy membership in the Uber app to earn Bonvoy points by taking an Uber ride. Members can use their iOS or Android mobile devices to link their loyalty program memberships from a partner’s app.
Salesforce Scheduler: Get a faster, more secure, and more efficient Salesforce Scheduler experience with enhancements that include Scheduler flow components in LWR sites, increased service resource capacity for appointments, and a simplified flat list view for waitlist participants.
Add More Service Resources to Appointments: Salesforce Scheduler now supports adding up to 20 mandatory service resources to a single appointment in appointment booking flows. Now, when scheduling an appointment in the user interface, you can add more service resources and find the right slot. This change supports complex scheduling scenarios, such as tribunals, court hearings, panel reviews, team presentations, and so on.
Aura Components in Salesforce Scheduler Flows Are Scheduled for Retirement: Aura Components in Salesforce Scheduler Flows are scheduled for retirement on February 14, 2027. You can continue to use the Aura components until that date, but we recommend transitioning to LWR sites for modernized scheduling flows.
Easily View Waitlist Participants With a Flat List: More efficiently manage large waitlists with a flat waitlist of participants. This change improves the readability of waitlists by grouping and displaying waitlist participants in a single list ordered by check-in time. When enabled, you can also use custom appointment groups. Previously, participants were always grouped by work type group.
Run Salesforce Scheduler Flows More Efficiently in Lightning Web Runtime (LWR) Sites: Get a faster and more secure scheduling experience with Scheduler Lightning Web Components in LWR sites. All Salesforce Scheduler flow components are now available as Lightning Web Components, making them compatible with LWR sites. Previously, some flow components used Aura components and were limited to Aura-based sites.
Mobile App: Increase your efficiency by using deep links to streamline navigation and automate task execution in the Life Sciences Cloud mobile app.
Account Management: Streamline Account Management by integrating Data 360 with Life Sciences Cloud using the Life Sciences data kit. Boost user engagement with the enhanced Next Best Customer component. Align out-of-territory accounts to your territory directly on the desktop site.
Transform Life Sciences Data with Data 360: Seamlessly integrate Data 360 with Life Sciences Cloud by using the Life Sciences data kit. Streamline your Account Management data by using the preconfigured data stream bundles that harmonize data from various objects. The data kit includes five ready-to-use bundles: Activity Plan, Marketable Product, Presentation, Provider Visit, and Sales Territory Account.
Improve User Engagement with Prioritized Accounts: Help your users focus on the right accounts with the enhanced Next Best Customer component. The updated display offers clearer scoring visibility, intuitive rationales, and richer account insights, powered by the Actionable Relationship Center (ARC) framework. The ARC framework enables a more flexible and informative display of account details, allowing you to make faster and more informed engagement decisions. You can configure the rationale display and related settings directly from the Admin Console.
Plan Better Customer Interactions from Anywhere: Now access drug distribution data and prescription data on the Life Sciences Cloud mobile app. Gain deeper insights into your target customers, and plan effective interactions anytime, anywhere. Previously, this feature was available only on the web.
Data and Analytics: Access real-time sales data on the Life Sciences Cloud mobile app, and plan better customer interactions from anywhere.
Engagement Planning: Give your users increased flexibility to adjust their activity plans. Track goal measures for a wider range of activities. Use new trigger handlers to update your activity plan goals and apply adjustment creation limits.
Engagement Execution: Plan and run customer engagements more efficiently with improved remote engagement as well as desktop and new AI features. Expand your remote engagement capabilities by conducting visits through Microsoft Teams and automatically capturing key details. Shape strategies and drive informed execution by capturing field observations and validating them through collaborative insights. Manage visit records from the new Visit List and see which attendees primary account addresses match the visit location in the Attendees sidebar. Also, you can now open presentations and track engagement directly from the desktop Visit Engagement page. Sales reps and service agents can streamline workflows by managing visits within the Salesforce Service Console, alongside related records like accounts, cases, and medical inquiries.
Actionable List View and Quick Visit: Streamline mobile workflows with a custom list view designed for speed. The Actionable List View embeds configurable quick actions directly into the visit list card. Field representatives can perform routine tasks, such as sample drops and detailing, without clicking into the full record. With GoTo navigation that deep-links to specific sidebars within the Visit Engagement page, users spend less time navigating menus and can focus on completing tasks.
Changes to Trigger Handlers: The trigger handlers VisitConflictValidationHandler and DeleteVisitStdEventHandler are no longer available.
Filter Admin Console Tiles Based on User Permissions: Show users only the tiles they need in the Admin Console by turning on Filter Admin Console Tiles Based On User Permissions. Use Life Sciences Customer Engagement Setup to make the change.
Intelligent Content Integration in Web Visit: This release integrates the intelligent content player in Web visits. Sales reps and Medical Science Liaisons (MSLs) can now present content from laptops with the same high-fidelity experience as the iPad app. It tracks detailed clickstream metrics and reactions, providing a 360-degree view of content effectiveness across both web and mobile platforms.
Manage Visits from the Service Console: Sales reps can now multitask more efficiently with the integration of Visit Management directly into the Service Console. Instead of windows that cover the whole screen, Visit Engagement pages now open in subtabs so you can work on multiple records at once. High-volume users can now complete tasks faster with a unified workspace that lets them manage multiple records and preserve context across accounts, visits, and cases. With this new interface, users can easily view and edit visits alongside their primary workflows.
Show Same-Address Attendees in the Sidebar: Speed up data entry for group visits, such as Lunch and Learns, with smarter attendee suggestions. By default, the Attendees sidebar in Visit Engagement now shows the top five accounts that work at the same organization under the Same Address section. It also shows the top five affiliations. Related Contact Point Address data highlights the people physically present at the location so sales reps can identify and add relevant attendees with a single click.
Signature Page Screen Snapshot: Ensure total audit readiness with a robust compliance enhancement that captures the exact context of an acknowledgement by a Health Care Provider (HCP). The Signature Page Snapshot automatically captures an image of the signature screen, including sample products, disclaimer text, and scrolled areas at the moment of sign-off. The snapshot is automatically attached to the visit record, providing verifiable proof of what's signed. This feature secures audit trails even if system configurations or legal text change in the future.
Intelligent Content: Expand your search beyond just presentation names and metadata properties by searching within presentation content. Share presentations with healthcare professionals as unique links instead of as email attachments.
Use Smart Content Search to Find Relevant Presentations: Improve the quality of your search results by using Data 360 to create a search index of the content in presentation files. While online, field users can search for presentations by using either keywords or conceptual terms and phrases, making it easier to find the most relevant materials. Previously, search results included only standard keyword-based matches on presentation names and metadata properties.
Share Presentations as Unique Email Links: Maximize the impact of your content by enabling field users to send presentations as links in preapproved email templates. By using email links, healthcare professionals (HCPs) can view content in a dedicated portal without downloading email attachments. Manage when presentations are available so that HCPs always see the most up-to-date content, and maintain access controls by defining when links expire. Use rich engagement data—including pages viewed, time spent per page, and the HCP’s navigation path—to optimize presentations for future engagements.
Drive Efficiency in the Mobile App by Configuring Deep Links: Construct URLs that create and populate records or send your users to the right spot in the Life Sciences Cloud mobile app from third-party apps. For example, create a deep link that composes an email with a preselected recipient and email template to standardize email communications from the field. Deep links work only for users who have the right access to that action, record, or area of the app.
Limited Pilot Features for Life Sciences: Life Sciences Cloud offers the Store Check and Remote Engagement with Microsoft Teams features through limited pilots. Participation in these pilots is optional and at your organization’s discretion.
Make Quick, Ad Hoc Adjustments to Your Activity Plans: Gain greater adaptability and flexibility in reaching your targets by submitting activity plan adjustment requests. Track activity types for accounts that aren't in your plan or set goals to track more activity types for your existing accounts. Revise the goal metrics to account for last-minute changes and remove accounts that can no longer be accommodated. Easily modify goals and enforce request creation limits by using new trigger handlers.
Achieve More Personalization with the Updated Activity Measure Workflow: Evaluate goal metrics beyond visit-related activities with the enhanced activity measure workflow. Choose from a wider range of custom and standard objects to monitor your business-specific activities. Also, Activity Type Field and Activity Type Field Value are no longer mandatory for tracking metrics, helping you plan activities quickly without having to provide additional details.
Lightning Types: With Lightning Types, you can define the data structures that drive custom components and structure Agentforce responses. Use these types to customize user interfaces in Agentforce and other supported Salesforce applications for consistent, platform-wide interactions.
Define Object-Based Custom Lightning Types with JSON Schemas: Create LightningTypeBundle metadata to define data structures by using JSON Schema. Build flexible, object-based types for use in Experience Builder, Prompt Builder, and other supported Salesforce applications. Define schemas directly in the metadata to simplify development and deployment.
Create Object-Based Custom Lightning Types in Setup: Use the Object option in Setup to define a JSON object structure so that you can create custom Lightning types. Build flexible types for use in Experience Builder, Prompt Builder, and other supported Salesforce applications. Optimize your configuration workflow by manually defining schemas to deliver solutions faster.
Update Your Custom Components for Use in Setup with Agentforce (Beta): Make your custom Aura and Lightning web components accessible to Agentforce in Setup by adding AI-related component and property descriptions to their js-meta.xml and .design files. AI component and property descriptions are used only in orgs that have Setup with Agentforce (beta) enabled.
Use Complex Template Expressions in Your Lightning Web Components (Beta): Add sophisticated presentation logic to your Lightning web component template files, and remove extra code from your component implementation. A component that renders a user interface can now use complex JavaScript expressions directly in its HTML template file. Use complex template expressions anywhere you use basic properties.
Local Dev is Now Live Preview: To better reflect the real-time nature of component, Experience site, and Lightning app previews, Local Dev is now called Live Preview.
Check For Errors From the Disconnected DOM Node Rehydration Fix: To improve framework consistency, Lightning web components now rehydrate only when they're actively connected to the DOM. For example, rehydration skips detached nodes to prevent lifecycle methods like renderedCallback from firing multiple times. Previously, certain edge cases allowed disconnected DOM nodes to be rehydrated, which could trigger reactive state updates or function invocations on detached components.
LWC API Version 66.0: Update the API version for your components to use new features and improvements. Versioning your Lightning web components ensures that your existing components aren’t affected when Salesforce ships new features, bug fixes, and performance improvements that change existing behavior. Versioning also helps Salesforce deprecate legacy features.
Manufacturing: Discover new capabilities in Manufacturing that enhance efficiency across inventory, appraisals, and sales agreement workflows. From sample management and inventory allocation to data filtering and improved discoverability, these updates help you manage operations with greater accuracy and ease.
Orchestrate Sample Requests for Standard Products: Simplify the sampling process for standard catalog products configured as samples by creating requests directly from opportunities, leads, visits, or sales agreements. Add products quickly through a guided flow, referencing price books to support accurate product selection. Monitor request status using configurable stage management for timely approvals and controlled sample distribution.
Streamline Custom Product Requirements Capture: Capture custom product requirements either using the sample request workflow or independently. Track details like size and material alongside nonfunctional needs such as performance or compliance, while maintaining a clear version history for transparency. Improve efficiency and reduce manual effort by uploading requirement documents and optionally using Generative AI to extract and auto-populate specification details for faster review.
Marketing Cloud Next: Marketing Cloud Next (also known as Agentforce Marketing) offers many updates for Growth and Advanced editions in Spring ’26. Changes include support for business units, Agentforce enhancements for campaigns, reusable content blocks, new metrics and conversion analytics, and other enhancements across messaging channels.
Marketing Cloud Engagement: Marketing Cloud Engagement delivers personalized customer journeys across marketing, advertising, commerce, and service.
Archived Release Notes: Marketing Cloud Engagement release notes from Spring ’24 and earlier are available for PDF download. To find updates from Summer ’24 through our last release, select a release from the dropdown menu in the toolbar.
Marketing: Personalize every moment of engagement across the customer lifecycle and drive growth for your business with the latest features and enhancements from Salesforce Marketing apps.
Unlock Deeper Insights with Improved Data Management: Unify custom datasets, streamline processing, and integrate more campaign sources. This release empowers you to extend the Semantic Data Model (SDM) and enrich your data. These updates give you cleaner data and better attribution insights to make more confident decisions.
Get a Unified View with the Marketing Intelligence Home Tab: We’ve updated the Marketing Intelligence Home page to help you see key results instantly, spot trends quickly, and act on insights faster, all without switching between screens. Get a quick, high-level overview of campaign performance in the My Campaigns Home widget. A toggle lets you switch between individual campaigns and aggregate anchor campaigns, so that you can track results across all campaign groups at a glance.
Marketing Intelligence in Marketing Cloud Next: Marketing Intelligence in Marketing Cloud Next delivers more control, flexibility, and insight in Spring ’26. Expand your data model, unify more sources with new API connectors, gain deeper visibility with enhanced dashboard views, and optimize campaigns with improved objective-based insights.
Marketing Cloud Account Engagement: Drive alignment across teams and close deals faster with Marketing Cloud Account Engagement for B2B marketers. Expand your communication channels by sending approved email, SMS, and WhatsApp content, and visualize engagement data in new Tableau Next dashboards. Connect your business units to Data 360 and Marketing Cloud Next with a streamlined setup and enhanced email consent management. Plus, explore improved security for Google Group sends.
Match Overall Email Marketing Consent with Marketing Cloud Next: Send promotional emails with confidence. You can now match overall email consent between Account Engagement prospects and Marketing Cloud Next records. To track overall email consent changes between the two apps, turn on Consent Matching in the Account Engagement Settings tab in the Lightning App.
Send Approved Emails, SMS, and WhatsApp Content: Level up your connected Account Engagement content with Marketing Cloud Next. Distributed Marketing and Alerts shares marketing-approved templates with Salesforce Platform users, while Engagement Studio now offers steps that trigger SMS and WhatsApp sends through On-Demand Flows.
Unify Data with Enhancements to Data 360 for Account Engagement: To unify customer interactions across touchpoints, you can now connect Account Engagement data from Data Cloud One companion orgs. Plus, install the required data kits with a single click when you connect an Account Engagement business unit to Data 360. Previously, you had to install or update the engagement activity data streams on a separate page in Data 360 Setup.
Protect Form Visitor Privacy: A new device-validation check on Account Engagement-hosted forms helps you collect visitor information more securely. Now, when someone visits a form, eligible fields are pre-filled only if the visitor uses the same device on which the field information was last collected. Previously, the form showed pre-filled information across multiple devices.
Duplicate Marketing Cloud Engagement Users in Marketing Cloud Next: To quickly create Marketing Cloud Next users, duplicate existing users from Marketing Cloud Engagement. When you create users this way, those users are automatically assigned the necessary permissions to start using Marketing Cloud Next right away. Now, it’s easier for marketing teams to explore and adopt the next-generation capabilities in Marketing Cloud Next.
Restore Data That was Cleared from a Data Extension: The Recycle Bin in Contact Builder now includes a Cleared Data folder. When you use the Clear Records button to remove all records in a data extension, that data moves to the Cleared Data folder and remains there for 30 days. If you unintentionally clear the data from a data extension, you can restore it into a new data extension.
Improve Event Notification Service (ENS) Reliability: The new 7-day retry window prevents users from experiencing dropped batches due to unsuccessful delivery attempts. When a batch of notification events fails to deliver, ENS retries delivery at periodic, decreasing intervals for up to 7 days. After that, retries stop and delivery fails. Previously, ENS suspended callback URLs immediately after a failed delivery.
Improve Precision in Salesforce Data Entry Events: We increased the precision of Salesforce Data Entry events in Journey Builder. The Is Updated operator on Entry Criteria now compares a field's before and after values to more accurately detect any changes to CRM objects, so that more contacts can enter journeys at the right time. For example, a contact whose Onboarding Status field changes from In Progress to Completed now correctly qualifies for journey entry, allowing automation based on specific customer lifecycle changes.
Drive Conversions and Engagement with Advanced Messaging Capabilities: Connect with customers and improve data accuracy across your messaging channels. You can now guide users with call-to-action URLs, showcase products in catalogs, and process payments in Brazil on WhatsApp. Additionally, get cleaner metrics with SMS bot-click detection, and consistently share contact details via Virtual Contact Files (VCF).
Get Einstein Metrics Guard Bot Scoring for Marketing Cloud Engagement: Turn on Einstein Metrics Guard to score bot-driven email engagement data in Marketing Cloud Engagement using data from Data 360. This feature provides a clearer picture of campaign performance by identifying non-human opens and clicks.
Retain Original External Key Values in Package Manager: When you deploy entities with Package Manager, the original external key value that’s specified in the originating account is retained. Journey Builder entry sources keep the event definition key value specified in the originating account. This feature makes it easier to deploy objects called by external APIs by removing the need for manual intervention.
Streamline Your Workflow with Instant Processing and Real-Time Updates: Accelerate your workflow by processing line items individually, enabling immediate interaction without the delay of waiting for all tasks to complete together. Improve the interface's responsiveness by using platform events to refresh media grids instantly as updates happen.
Media: Streamline the setup process for Agentforce Media features such as Advertising Inventory Management and media plans through Salesforce Go's centralized dashboard. Streamline workflows by processing line items individually and refreshing media grids instantly. Manage audio and video ad spots precisely with dedicated maximum ad runtimes and skippable options. Maximize campaign precision with advanced inclusion rules, granular postal code options, and MuleSoft Direct enhancements for Google Ad Manager. Use enhanced Salesforce Documentation Generation capabilities to create larger pitch decks and create quotes for customers across multiple geographical locations.
Generate Larger Pitch Decks with Salesforce Document Generation: Expand your media proposal capabilities with new support for document files up to 200 MB. Generate larger and detailed pitch decks with confidence. Experience optimized performance and flexibility when compiling your most data-intensive media proposals through pitch decks.
Improve Ad Campaign Precision with Advanced Targeting and MuleSoft Direct Enhancements: Maximize the advertising campaign precision through advanced inclusion and exclusion rules for targeting, such as geo-targeting, inventory targeting, and custom targeting. Improve targeting accuracy with granular postal code options and support for ad space groups (placements). Use the MuleSoft Direct enhancements to allow Google Ad Manager to use the improved targeting and grouping capabilities in Advertising Sales Management.
Boost Advertising Sales Management with Instant Inventory Insight and Granular Campaign Control: Get instant visibility into inventory levels with clear availability status indicators for every media plan. Create custom picklist values for the availability status, such as Available, Not Available, and Partially Available. Gain granular control over your video and audio campaigns by capturing the maximum ad duration and skippable settings, directly within the Line Item Details tab. Streamline your workflow with conditional UI rendering, ensuring you only see these new fields when configuring video or audio products.
Accelerate Discovery of Media Cloud Features: Accelerate time-to-value by using Salesforce Go's intuitive discovery platform. Save time by exploring all critical information on Advertising Inventory Management, Revenue Schedules for Media, Media Proposals, and Media Plans in one comprehensive dashboard. Access the integrated content resources and links for continuous learning and configuration support.
Generate Quotes for Customers in Multiple Locations (Pilot): Manage complex, large-scale quotes for customers with ease. Your sales representatives can group locations, apply products to entire groups simultaneously, and price quotes for multiple geographical locations efficiently.
Bring Your Own Channel: Improve the experience for reps and messaging end users by exploring the latest enhancements and updates for Bring Your Own Channel for Messaging and Bring Your Own Channel for Contact Center as a Service (CCaaS).
Maintain Service for Your Bring Your Own Channel Integration by Migrating Settings Fields: To improve the scalability of Bring Your Own Channel messaging services, we implemented changes to event-driven settings fields in the ConversationChannelDefinition and CustomMsgChannel objects. New fields are available in Winter ’26 (API version 65.0), and old fields are removed in Spring ’26 (API version 66.0). These are breaking changes.
Improve Security in Bring Your Own Channel by Migrating to an External Client App: External client apps (ECAs) are the next generation of connected apps, designed to improve security and address packaging and distribution issues. While existing connected apps for Bring Your Own Channel integrations will continue to work, you won’t be able to create new connected apps without first requesting the ability from Salesforce Support starting with Spring ’26. This step is part of a Salesforce plan to eventually replace connected apps with ECAs. Consider migrating to an external client app for Bring Your Own Channel.
Increase Rep Efficiency by Ending or Inactivating Messaging Sessions from Your Partner System: Use the End or Inactivate a Messaging Session API to quickly end or suspend a messaging session, regardless of whether the action is initiated by a messaging end user or your partner system. Reps receive a status notification when a session is ended or inactivated. This allows them to start After Conversation Work (ACW) if enabled and move on to the next session faster.
Avoid Surprises with New License Checks in Messaging: During messaging channel setup, we now let you know if you’re missing or running low on brand licenses, campaign licenses, or SMS lease licenses, or SMS or WhatsApp message credits. We also show the number of licenses or requests remaining. These messages are visible on the Regulatory Compliance and Messaging Settings pages in Setup.
Manage Messaging Costs with Salesforce Message Credits: Optimize your messaging budget by switching to the new Salesforce Message Credits for WhatsApp and SMS. It tracks your WhatsApp and SMS consumption in real time through a single pool of credits that's applicable across Service and Marketing. You move away from bundled add-ons and pay for exactly what you use, with all messaging data integrated directly into your Salesforce Digital Wallet.
Replace your Messaging Permission Set License: We’re replacing the Messaging User permission set license with a new one named Messaging Unlimited. To avoid interrupting feature access, if you upgrade your Messaging licensing model from Digital Engagement to Agentforce Contact Center Digital, assign the new permission set license to your Messaging users. If you’re still using Digital Engagement, no action is needed.
Messaging: Explore the latest enhancements that empower reps and supervisors to more efficiently and effectively resolve customer issues over Messaging channels.
Process Payments Seamlessly in WhatsApp Conversations: Process your payments instantly and seamlessly in WhatsApp while having a conversation with your customer. The Payment Messaging component now supports WhatsApp. Sales reps can now send secured direct payment requests to customers.
Streamline the Management of WhatsApp Templates: Build and manage Utility and Marketing WhatsApp templates directly in Salesforce. You can now create, edit, submit for approval, publish, and delete these template types in Messaging Component Builder. By managing WhatsApp templates directly in Salesforce, you save time and minimize synchronization issues with your WhatsApp Business account (WABA). Previously, you created the WhatsApp templates and managed them in your WhatsApp Business account, and then import them into Salesforce.
Metadata Visualizer Extension: The Metadata Visualizer extension by Salesforce creates visual diagrams of metadata in real-time, making it easier to understand its structure and relationships compared to revewing raw metadata files. You can visualize metadata generated by AI using Agentforce Vibes or from your SFDX project enabling you to easily understand and analyze code.
Efficiently Manage Coverages for Proactive Customer Service: Improve proactive customer service by using the enhanced features of the Asset Service Estimation agent topics as part of the Asset Service Management agent. Efficiently select price books for a chosen service work type, the relevant products and their quantities. Choose to specify a different coverage for each product and simplify the process of incorporating asset warranties, entitlements, or service contracts. Create a more enriched quote with the specific discount details for each selected product. Create work orders with an asset’s account ID and with the asset name and work type name in the subject.
Agentforce for Manufacturing: Scale operations and increase productivity with Agentforce for Manufacturing. New AI-driven capabilities support sales, service estimation, and proactive maintenance. Users can streamline product searches, quote creation, entitlement handling, and pricing calculations, while the agent reduces manual effort and ensures a more accurate outcome.
Accelerate Sales Tasks with Industries Sales Concierge: Empower your sales representatives with AI-driven conversational guidance and actionable insights to work faster and smarter, completing key sales tasks efficiently. Using the Industries Sales Concierge topic, sales reps can search for products and parts with conversational queries, retrieve pricing from the standard price book, and find relevant distributors who sell the chosen products or accessories. The agent helps reps pursue sales conversations with out‑of‑the‑box actions for opportunity and quote creation, initiate trade‑in requests for existing assets, generate appraisal records, and draft emails.
Associate Assets to Fleets Faster: Easily associate assets to a new fleet or an existing fleet, from a fleet record page, or an asset list view. Search for assets using Criteria-Based Search and Filter and assign them immediately to an existing fleet based on the search result. Ensure efficient fleet management, optimizing workflows for fleet managers and inventory specialists.
Enhance Search Experience with Criteria-Based Search and Filter: Criteria-Based Search and Filter (CBSF) now provides a more intuitive and reliable search experience with consistent data display and clear visibility into when data was last updated. Date-time fields appear in the user’s timezone using standard Salesforce formatting, and currency fields display symbols instead of codes. Any Word Search is enabled by default in all orgs, and users can view the Last Refreshed Date for search results, enhancing clarity and efficiency.
Extend Stage Management to Additional Manufacturing Objects: Implement stage management across more Manufacturing objects such as Asset, Fleet, Appraisal, Appraisal Item, Product Service Campaign Group Definitions and Product Service Campaign Group Causal Item. Provide a structured, traceable, and controlled process for managing the life-cycle of Manufacturing business operations through defined stages. Maximize service efficiency, reduce turnaround time, and enhance customer lifetime value.
Manage Appraisals on Experience Cloud Sites: Users can now streamline equipment inspections with Trade-In Appraisal Management on Experience Cloud sites. Extend the data model by building your own integrations with external systems to fetch asset valuation information.
Optimize Channel Operations with Enhanced Channel Revenue Management: Channel Revenue Management now provides enhanced control and efficiency across partner inventory and incentive programs. New features include Stock Rotation Incentives, allowing partners to return or scrap aging stock for rotation credits, while maintaining financial control through precise budget allocation and tracking. Incentive budgets can now be defined, allocated, and monitored across partners and programs. Operational efficiency is improved with integrated workflows for partner submission, eligibility validation, claim creation, and budget tracking.
Review Large Sales Agreements Faster with Increased Page Size: Speed up the review and update process for your large Manufacturing Sales Agreements (MSAs) by increasing the number of product lines displayed per page from 5 to up to 20. This higher page size reduces the number of page loads required to view full agreements and significantly improves visibility across large MSAs.
Manage Asset Recall Inquiries Using Prebuilt Service Templates: Use prebuilt service process templates to handle asset-related recall inquiries, such as eligibility questions or dealer appointment details. These templates help Original Equipment Manufacturers (OEMs) accelerate implementations, enabling faster deployments and improving operational efficiency. Easily view the list of assets for the selected customer account, check whether a specific asset is part of an active recall, and share details of the relevant authorized service partners. A case is created and automatically closed post fulfillment of the service process request and an email is sent to the customer with the relevant recall inquiry details.
Sales Agreements: Easily manage large sales agreements by viewing up to 20 product lines per page. The enhanced filtering capability helps you quickly narrow down the list of associated products, making it faster to track, analyze, and update specific product details in large sales agreements.
Locate Products Faster with Improved Sales Agreement Filters: Managing large volumes of products within Sales Agreements often requires users to narrow down information quickly and focus on specific products, schedules, or metrics. The enhanced filter capabilities make this easier by allowing users to apply multiple, precise conditions directly on the Sales Agreement data grid. Users can filter by product lines, schedules, and any field corresponding to Sales Agreement Product Schedules, including custom fields, to view only the data most relevant to their updates. This improvement supports faster navigation, more targeted updates, and greater efficiency when working with Sales Agreements.
Manufacturing for Sales: Optimize product sample management and streamline the full lifecycle from request to fulfillment and feedback within a unified ecosystem. Easily manage large sales agreements by viewing up to 20 product lines per page. Use enhanced filters to quickly narrow down associated products, making it faster to track, analyze, and update specific product details.
Access Manufacturing Features and Setup in One Place: Salesforce Go now supports a broader range of Manufacturing features that you can configure and manage from a single location in Setup. Implement features faster, reduce context switching, and simplify setup across your org.
Access Claims from Product Service Campaign Items: View claims on a product service campaign item record. Assign a related list and access the claims associated with a particular product service campaign item.
Manufacturing for Services: Enhance operational efficiency with new capabilities that streamline inventory management. Allocate and count inventory with greater accuracy, manage time sheets, and accelerate recall handling with pre-built templates.
Simplify Inventory Counting Across Parent and Child Locations: Perform inventory counts across hierarchical structures, such as warehouses or service fleets, without creating separate plans for each room, aisle, or field service vehicle. Using the Location Hierarchy, you can easily define parent and child locations, so selecting a parent location in a plan automatically displays all its associated child locations. Inventory managers can then select child locations and bulk add or choose product items to create a single, comprehensive inventory count plan.
Optimize Timesheet and Labor Cost Management: Associate assets with timesheets and capture detailed information by using configurable forms. Technicians can update verified timesheets to maintain accuracy, while supervisors and admins control the visibility of entry fields to match operational needs. Additionally, service resources can use Agentforce to handle time-tracking tasks like creating and verifying timesheets.
Allocate Inventory Efficiently Across Locations: Manage inventory allocation for sales orders and work orders across multiple locations with accurate, real-time visibility. View stock statuses, such as on-hand, allocated, and available, and soft-reserve inventory for specific orders. Assign inventory to orders to prevent overcommitment, and maintain accurate inventory visibility, even during high-volume, concurrent transactions. This helps prevent stock conflicts, improves tracking accuracy, and supports smarter, more efficient fulfillment decisions.
Upsell and Cross-Sell Products for Service with Agentforce: Use Agentforce to empower every technician and service rep, regardless of their expertise, to identify and propose upgrades or add-ons for specific assets or recommend new products during customer interactions. The agent navigates users through product discovery, clarifies user intent for accuracy, and identifies the most relevant product options based on customer needs. It then helps generate quotes for selected products and capture quote approval.
Updates to Related Features: Looking for other features in Marketing Cloud Next? Check out these updates to related features, such as Flow Builder and Data 360, as well as Account Engagement, Engagement, and Intelligence.
Drive Better Outcomes with Improved Reporting Tools: Enhance your campaign reach and engagement with improved dashboards for mobile app performance and message deliverability. Use the new Conversion Analytics dashboard to measure attribution and outcomes.
Partition and Align Data and Marketing Content with Business Units: Marketing Cloud Next (also known as Agentforce Marketing) now supports business units so that you can align your marketing operations with your organizational structure. To partition and secure data and content, match each business unit to a division, brand, or region. Teams can stay focused on their goals, while leadership enjoys enterprise-wide visibility. To ensure data separation, map each business unit to a unique data space.
Create Grounded, Interactive Campaigns with the Agentforce Campaign Experience: Marketers can create campaigns even faster with enhancements that add grounding, branding, content refinement, and previews to the conversation experience. They can also turn one-way email broadcasts into dynamic, two-way interactions.
Reach Your Customers with Messaging Channels: Enhance your marketing reach with messaging channels featuring capabilities such as targeted in-app messages, two-way emails, UTM links for tracking SMS campaigns, and interactive WhatsApp templates.
Create and Personalize Content More Efficiently: Create any type of marketing content faster with productivity enhancements including extensions, preconfigured templates, and reusable content blocks. Build richer, more personalized emails, and get more control over email templates and template sharing. Personalize landing pages and forms with dynamic content and create branded preference pages.
Brand and Personalize Web Content: Personalize landing pages with dynamic content and design custom preference pages that reflect your brand for a consistent experience across the customer journey.
Build Richer, More Personalized Emails and Share Consistent Templates: Marketers can build richer emails with the rich text editing toolbar in paragraph components and by attaching PDFs. Advanced data sources available in emails offer more personalization options. Pro-code email authors can create more sophisticated and deeply personalized messages with Handlebars scripting. To better control and enforce email layouts, marketing managers can lock and unlock elements of email templates. Then, to increase productivity without sacrificing consistency, marketers can share approved email templates outside of their marketing teams.
Create Content Faster with Productivity Enhancements: Create content faster with extensions and enhancements to content templates and reusable content blocks. Use extensions to add productivity features to the content authoring experience such as third-party generative AI tools. Quickly create consistent content by using preconfigured email and landing page templates and reusable content blocks, which are now available to landing pages. More new features in emails, landing pages, and forms streamline the content creation and personalization processes.
Engage Mobile App Customers and Track Their Interactions: Boost mobile app marketing and engagement with targeted in-app messages and near real-time flash notifications. Gain insights into customer behavior by tracking custom events like clicks, screen views, and purchases.
Measure Marketing Engagement on Record Pages: Visualize interactions for every lead, contact, account, and person account record with a Unified Engagement History Dashboard. Sales reps and marketers can use these dashboards to see how leads and contacts interact with marketing campaigns and assets.
Enhance WhatsApp Conversations with New Message Types and Optimization: Drive engagement with new interactive message templates for time-sensitive offers, business contacts, and stickers. Customers in Brazil can now receive payment options directly in the chat. Also, improve your delivery rates for marketing templates with Marketing Messages Lite.
Mobile: The Salesforce mobile app now uses single sign-on for faster logins and notifications that lets you work on tasks. Create mobile and offline ready Lightning Web components with Mobile MCP tools.
Complete Tasks Directly from Custom Phone Notifications (Beta): Users can now complete tasks directly from custom phone notifications on their Salesforce mobile app. Let’s say your VP of sales wants to approve an expense report. They can do that on the fly just from a notification received on their mobile phone. A task that before took four clicks has now been streamlined into one.
Salesforce Mobile App: Use Single sign-on for faster logins and work on tasks directly from notifications.
Easily Configure Offline App Landing Pages with Mobile Builder (Generally Available): With Mobile Builder for Salesforce Mobile App you can customize offline landing pages for your mobile users without writing a single line of code. Now you can show the most important records to your mobile users so they can quickly and easily take relevant actions based on their use cases. Mobile Builder was beta in Spring ’24 and is now generally available.
Set Up Mobile Features and Notifications Using the External Client App Framework (Beta): With three new plugins, you can now use an external client app to configure mobile features. The mobile app plugin for external client apps enables mobile-specific features, such as screen lock upon a custom timeout value. The push notification plugin enables a mobile app’s push notifications for an Android or iOS device. With the new notifications plugin, you can configure your mobile app to receive custom notifications.
Access Record Attachments in the Offline App with Files Priming (Generally Available): When you create or update a briefcase to select records to prime for the Offline App (Salesforce Mobile App Plus), you can now also include files attached to the selected records. The Files Priming feature, which was previously in beta, is now generally available. When you prime file attachments for offline use, you enable your mobile workforce to access important attachments even in low-connectivity settings. For example, you can configure a briefcase to prime attached images for offline use, so that technicians can view the images during site visits or service appointments.
General Mobile Updates: Use natural language to create mobile and offline ready Lightning Web components with Mobile MCP tools.
Generate Salesforce Mobile Native Apps with MAGE (Developer Preview): The Mobile App Generation Ecosystem (MAGE) is a suite of pro-code tools designed to automate the creation of Salesforce native mobile applications. By using the Model Context Protocol (MCP), it allows developers to generate production-ready iOS and Android project scaffolds directly through a chat interface.
Mobile Publisher: Users can now experience uniform URL management across platforms. Add near-field communication capabilities to your mobile publisher apps.
Salesforce Mobile App Requirements Have Changed: Salesforce revises the requirements for using the Salesforce mobile app for iOS and Android. Learn about the mobile platform requirements and the devices that we use for feature and performance testing as we continue to improve the Salesforce experience.
New Version of Test Harness Now Available: The latest version of Test Harness for Android now supports edge-to-edge design on devices running Android 15 (API level 35) and higher. Edge-to-edge takes advantage of the entire screen by drawing the UI under the system bars.
Elevate In-Person Meetings with Mobile AI Transcription: Focus entirely on your client with secure, AI-powered mobile transcription that automatically captures and syncs confidential in-person meeting notes to Salesforce, eliminating tedious manual data entry.
Experience a Consistent URL Handling Journey Across Platforms: Branded apps now provide a more reliable and unified linking experience for users on both Android and iOS. We aligned URL handling logic to make sure that links, whether clicked during login or while navigating your site, behave consistently regardless of the platform.
Log In to the Salesforce Mobile App with Email by Default: Salesforce mobile app now defaults to email-based authentication to minimize login friction and decrease administrative overhead. By prioritizing email authentication, your login experience is more streamlined, letting you access your data faster.
Log In Faster with Single Sign-On: Leverage quicker access to the Salesforce Mobile App so you can get straight to work. The Salesforce Mobile App now also supports single sign-on (SSO) when logging in with your email address instead of a username, streamlining your login experience.
Move Data Directly into Financial Account and Related Objects with Salesforce Integration User License: Move data from external systems directly into Financial Account and related objects via API without assigning additional Agentforce Financial Services licenses. Integration Users now have default Create, Read, Update, Delete, View All, and View All Fields permissions on the Financial Account Management Standard Objects.
MuleSoft: Use the MuleSoft Anypoint Platform suite of products to connect and integrate apps, systems, and data across your enterprise. Streamline operations by building and automating processes with clicks instead of code. You can design, develop, govern, and share APIs and integration apps and host them in the cloud or on-premises.
Net Zero: Learn about the latest features from Agentforce Net Zero, formerly Net Zero Cloud, that enhance data management, accounting, reporting, and sustainability insights. Scale your Agentforce Net Zero data management by using the ESG Data Collection Agent, powered by generative AI. Centralize environmental, social, and governance (ESG) data from multiple Salesforce orgs into a single source of truth in Data 360. Streamline the process of tracking and reporting Fuel and Energy-Related Activities (FERA) emissions and Transmission and Distribution (T&D) losses under Scope 3 Category 3. Extend Data 360 capabilities by accessing all data model objects (DMOs) and calculated fields.
Agentforce for Net Zero: Use agents powered by generative AI to scale Net Zero Cloud Manager. The ESG Data Collection Agent engages with multiple stakeholders and collects information for environmental, social, and governance.
Enable Agentforce Net Zero Features Across All Dataspaces in Data Cloud One: Create a single source of truth for your environmental, social, and governance (ESG) data by connecting multiple Salesforce orgs to a central Data 360 org. With Data Cloud One architecture, a Salesforce admin configures one home org and multiple companion orgs. This architecture helps organizations with complex configurations avoid data silos and fully leverage Agentforce Net Zero, formerly Net Zero Cloud, capabilities. Turn on Einstein Search for Net Zero Cloud and create specific prompts for each dataspace to unify your data and enhance reporting.
Enhance Emission Allocation with Category-Level Mappings: Specify category-level mappings for emission allocations between child and parent organizations. You can then prepare more granular and accurate emissions reports, so that the data reflects the true impact of each entity within the organizational hierarchy.
Generate Consolidated Reports for Your Entire Organization: Generate a report that consolidates environmental, social, and governance metrics from your parent company and its subsidiaries. Streamline the reporting process while meeting both regulatory and voluntary reporting needs efficiently.
Improve Emissions Reporting for Leased Assets in Agentforce Net Zero: Automatically assign emissions for stationary fuel combustion in leased assets to the appropriate scope 3, GHG category 8 Upstream Leased Assets. Use Agentforce Net Zero, formerly Net Zero Cloud, to manage your environmental impact, align with Greenhouse Gas Protocol standards, and prevent misstated emissions data.
Perform Advanced Environmental Data Analysis in Data 360: Extend Data 360 capabilities by accessing all data model objects and calculated fields. This feature enables sustainability managers to perform detailed scenario modeling and operational analysis by using the audit-grade environmental accounting and reporting capabilities.
Simplify FERA Emissions Reporting for Scope 3 Category 3 Compliance: Streamline the process of tracking and reporting Fuel and Energy-Related Activities (FERA) emissions and Transmission and Distribution losses under Scope 3 Category 3. You can now calculate and report both direct and upstream emissions from fuel and energy consumption for stationary and mobile assets, including electric vehicles, without creating duplicate energy use records. This feature aligns with the Greenhouse Gas Protocol and Corporate Sustainability Reporting Directive requirements.
Support All Quantitative Metrics for CSRD Reporting: Support all required quantitative metrics for European Sustainability Reporting Standards (ESRS) E2, E3, E4, and E5 in your Corporate Sustainability Reporting Directive disclosures by using the enhanced data model and data mappers. This feature provides comprehensive assistance for your environmental, social, and governance reporting.
Accelerate Release Management with Next Generation DevOps Center (Beta): Manage your release process with a click-based interface that serves as a central hub for DevOps tasks. Resolve complex issues like merge conflicts using natural language prompts and AI-powered assistance. The next-generation DevOps Center supports non-source-tracked environments and removes the need for package installations.
Nonprofits: Learn about the latest features from Agentforce Nonprofit, formerly Nonprofit Cloud, that boost productivity throughout your organization. Support fundraising, programs, grantmaking, outcomes, and volunteers with the latest CRM capabilities.
Get More from Agentforce Nonprofit with Expanded Object Capabilities: Your most-used Agentforce Nonprofit, formerly Nonprofit Cloud, objects now support standard Salesforce features, providing a more consistent and powerful user experience. Improve usability and operational efficiency by enabling path, kanban, and calendar for objects related to fundraising, program management, and volunteer management.
Volunteer Management: Find qualified volunteers for open job shifts quickly with a generative AI agent. This action matches volunteers based on their skills, location, and availability. To streamline your data integration, use the new data model objects (DMOs) for Volunteer Management Intelligence. These DMOs reduce setup complexity and eliminate the need for tedious, error-prone manual mapping to Data 360.
Resolve Fulfillment Issues Proactively with Agentforce (Pilot): Manage location exclusions and order rerouting through a conversational interface. By using a single text prompt, your routing agent can block specific locations for a set time or rescue unfulfillable orders, such as those with damaged goods. Previously, mitigating these disruptions required time-consuming manual intervention.
Monitor AI-Generated Insights and Fulfillment Data in a Single Dashboard: The real-time analytics dashboard shows performance and key insights across order fulfillment metrics. Customize the display to view order fulfillment processing by location or category, and filter by date range. Make confident decisions with critical order fulfillment data.
Order Management: Simplify delivery estimations by configuring locations and shipping methods in the same window. Monitor critical order fulfillment performance in a new analytics dashboard. Enjoy more flexibility and customization when capturing payments.
Control the Order of Payment Capture: Define a sequence when capturing funds from multiple payment methods. Previously, default logic determined how to apply funds to an invoice, which limited control over split fulfillments or specific payment types. You can now add an action element to the Ensure Funds Async flow or implement your own default payment sequence using Apex to rank payment summaries and specify capture amounts.
Routing: Save time and effort by automatically routing work items with Omni-Channel. Take advantage of the latest features to achieve optimal results.
Monitor Your Hybrid Service Team with Command Center for Service: Omni-Channel Supervisor is now Command Center for Service in Enhanced Omni-Channel. Only the name has changed. You retain all the features and tools you already use to monitor your teams and optimize performance, now available under Command Center for Service. Standard Omni-Channel retains the Omni-Channel Supervisor name.
Omnistudio: Validate your workflows built with Omniscripts and Flexcards end-to-end by using the UI Test Automation Model (UTAM) framework. For a fast, scalable experience, add Omnscripts and Flexcards to Lightning Web Runtime (LWR) Experience Cloud sites (pilot). Get immediate help with an Omnistudio component or element with the Omnistudio Assistance AI Agent (pilot). With accessibility improvements for Omniscripts and Flexcards, create inclusive workflows and solutions for customers and users with disabilities. Filter empty records in Omnistudio Data Mapper Extract and Turbo Extract components with the Is Null operator.
Omnistudio for Industries: Many Industries products include access to Omnistudio features. Use these features to extend and customize your product based on your business needs.
Omnistudio Minor Releases: Find out about bug fixes, minor updates, and known issues for Omnistudio made after Spring ’26 and before Summer ’26.
Optimize Search Experience with Consistent Data Display: Criteria-Based Search and Filter (CBSF) now provides a more intuitive and reliable search experience with consistent data display and clear visibility into when data was last updated. Date-time fields appear in the user’s timezone using standard Salesforce formatting, and currency fields display symbols instead of codes. Any Word Search is enabled by default in all orgs, and users can view the Last Refreshed Date for search results, enhancing clarity and efficiency.
Accessibility Enhancements in Omnistudio: Build inclusive user interfaces by using the accessibility enhancements in Flexcard and Omniscript elements. These enhancements cover many accessibility requirements, such as enhanced screen reader announcements, easier navigation, and a more powerful UI experience. Some enhancements are only available when you turn on the Runtime Accessibility setting in the Flexcard and Omniscript designers. For instance, this setting unlocks new properties for elements such as Radio, Radio Group, Block, and Data Table. Other changes apply even without turning on this setting, such as new custom attributes for icons, autocomplete options in several elements, and so on.
Get Null Values Easily with the New Is Null Operator in Data Mappers: Use the new IS NULL operator in Omnistudio Data Mapper Extract and Turbo Extract to filter null or empty records. Previously, the equality operator (=) didn’t consistently handle null filtering, often requiring complex workarounds. For example, to get records with empty account IDs, a Data Mapper operation such as AccountId = null AND Phone != null was required. With the IS NULL operator, you can explicitly filter blank fields, without adding an additional condition, such as != null.
Enhance Your Experience Cloud LWR Sites with Flexcards and Omniscripts (Generally Available): Embed Flexcards and Omniscripts on your Lightning Web Runtime (LWR) Experience Cloud sites, which offer enhanced performance and scalability. To create faster guided interactions for your users, use the combined power of LWR’s speed and Omnistudio’s customization options. In Spring ’26, we removed limitations and provided workarounds where a complete fix isn’t available.
Enforced Security Checks for Omnistudio for Managed Packages: Omnistudio for managed packages now enforces advanced security settings to protect data and maintain system integrity. These controls ensure that all users, including guest and unauthenticated users can access data only through authorised and secure channels.
Get Instant Product Assistance and Troubleshooting with Omnistudio Assistance AI Agent (Pilot): Use the Omnistudio Assistance AI pilot agent to get context-aware guidance directly in the designer. Whether you’re a designer, developer, or implementation specialist, the agent provides instant, relevant information about any Omnistudio component or element that you’re working with. It can also provide a complete build plan that helps architect end-to-end solutions, based on an industry vertical. The agent can also run design-time diagnostics to identify gaps and avoid runtime failures.
Enforced Security Checks for Omnistudio: Omnistudio now enforces advanced security settings to protect data and maintain system integrity. These controls ensure that all users, including guest and unauthenticated users can access data only through authorised and secure channels.
Automate UI Testing for Omniscripts and Flexcards: Omnistudio now supports comprehensive UI testing for guided experiences and visual components by using the UI Test Automation Model (UTAM) framework. UTAM improves deployment reliability by validating end-to-end workflows. Write UI-driven tests for Omniscripts and Flexcards that validate full user journeys exactly as they appear on screen. UTAM interacts directly with the interface to test user inputs, navigation, actions, data rendering, and visual states.
Other Enhancements to Unified Catalog: Learn about the other attributes enhancements that optimize the service process creation experience in Unified Catalog.
Packaging: Packaging facilitates the development and distribution of business apps. Use second-generation managed packages to create apps to sell and distribute on AppExchange. Use unlocked packages to develop internal business apps.
Manage Package Upgrades with Customized Push Upgrades: Customized push upgrades enable partners and customers to manage the push upgrade lifecycle. With this feature, partners can grant select customers the ability to block push upgrades. Customized push upgrades are especially useful for highly regulated environments where strict compliance and validation protocols require control of upgrade timing and version oversight. This feature provides the granular control necessary to ensure compliance and system stability during version transitions.
Troubleshoot Subscriber Issues Faster by Enabling Debug Logs: You can now self-serve enabling a subscriber’s access to managed Apex debug log entries by using the License Management App (LMA). Use debug logs to troubleshoot issues that are specific to the subscriber’s interaction with the managed package. Previously, a subscriber’s access to debug logs showing ENTERING_MANAGED_PKG could only be granted by opening a Salesforce Partner Support case.
Recommend a Package Version to Your Subscribers: You can now encourage your subscribers to upgrade to a specific version of a package by setting a recommended version. When you set a package version as the recommended version, your subscribers see an Upgrade to Recommended Version option on the Installed Packages page in their org. Only released package versions can be the recommended version.
Partner Cloud: Start managing the full partner lifecycle in one place with tools built directly into Salesforce. Use Partner Cloud to recruit, onboard, enable, and co-sell with partners while giving them secure access to the data and workflows they need. Bring together key capabilities like deal registration, incentives, training, and performance tracking so your team can scale indirect sales and improve partner relationships. Partner Cloud helps you do more with the partners you already have—faster, and with less manual work.
Automate Referral Tracking with B2B Referral Flows: Use the B2B Referral Lead Flow and B2B Referral Opportunity Flow to create referral entities automatically. The flows manage the referral lifecycle, from lead creation and qualification to opportunity closure and reward issuance. When a partner submits a lead, the Lead flow creates referral records and manages status updates as the lead moves from new to qualified. When an opportunity is won, the Opportunity flow updates the referral records and issues the appropriate rewards.
Create and Track Joint Business Plans with Your Partners: A joint business plan, now generally available, helps channel managers and partner reps align on shared goals, KPIs, and actions for a defined planning period. Capture strategic priorities, build measurable objectives, define action plans, and collaborate with partners. This release adds a dedicated joint account plan record type, enhanced objective measure support, Partner Central access, and purpose-built templates for partner planning.
Include Referral Codes in Deal Registrations: Support tracking and reward attribution by giving partners referral codes to submit when they register a deal. The referral code field is captured on both Lead and Opportunity records for visibility across the sales process.
Capture More Relevant Engagement Data for Evaluation: We’ve enhanced engagement signal filtering to include a variety of filter operators. These operators enable you to more easily evaluate only relevant engagement data for custom objectives, attribution models, and experiments.
Curate Website Content with Agentforce Adaptive Websites: Guide your users through every step of their website browsing journey by dynamically curating relevant, context-aware site content in real time. Agentforce Adaptive Websites displays the right recommendations, images, and adapts messaging tone based on real-time user behavior signals from an SDK combined with your data. Keep your customers engaged and assist them in accomplishing their mission without leaving your brand’s site.
Automate Testing Using Experimentation as a Service: Run experiments across web and server-side environments by integrating the new Experiment Connect and Runtime Experiment Assignment APIs directly into your workflows. Automate winner selection testing and deploy relevant customer experiences without manual intervention.
Localize Recommendations for Salesforce Personalization: Deliver recommendations in your customers' preferred languages by configuring localization in Personalization Setup. Mapping locale-related fields to specific attributes ensures customers see translated content relevant to their region. You can also define fallback attributes to provide recommendations when a locale is unspecified.
Maximize Revenue with Impactful Promotion Recommendations: To ensure promotions stay relevant and drive purchases, the new out-of-the-box recommender uses real-time engagement signals and order history to suggest offers your customers are likely to use. This update simplifies handling promotions that are indirectly tied to products, ensuring customers see the most impactful offers. After configuring profile and item data graphs with the necessary Data 360 entities in Salesforce Personalization, you’re all set to add this capability to any personalization point.
Personalize Decision Responses with Merge Fields: You are no longer limited to one-size-fits-all messages in decision responses. Deliver personalized decision responses to your users by adding merge fields from profile data graphs. Include direct attributes such as your user’s first name in decision responses or segment IDs to use in personalization campaigns in third party apps. For instance, personally greet a user and display their current loyalty points in an infobar. This flexibility ensures every interaction is tailored to the individual, turning generic notifications into meaningful, data-driven touchpoints.
Personalize Mobile Experiences with Engagement Mobile SDK: The Personalization module within the Engagement Mobile SDK queries the Personalization service to deliver targeted content to your iOS and Android apps. By integrating with the Data 360 module, you capture customer interactions and build behavior profiles. Use the returned data to drive real-time personalization decisions.
Show or Hide Recommendations Based on Date and Time: Provide more precise targeting by using the new Is Before Current DateTime and Is After Current DateTime operators in a recommendation filter. These operators show or hide recommendations based on the current date and time.
Use Real-Time Calculated Affinities to Gain Customer Preference Insights: Calculated affinities measure characteristics that indicate a customer’s interest in or liking of an object. Create and use real-time calculated affinities with personalization point targeting rules, segments, and recommendation filters to generate highly focused personalized content based on customer preferences.
Set Up Salesforce Personalization With an Improved Workflow: We’ve reorganized some Salesforce Personalization Setup pages to improve the foundational data and intelligence setup experience. This updated workflow changes how you select and manage data spaces for Salesforce Personalization data deployment and intelligence dashboard installation.
Accelerate Data 360 Web Connector Setup with the Marketing Cloud Personalization Sitemap Converter: Automatically identify and modify components in a Marketing Cloud Personalization sitemap that are incompatible with Data 360. This tool helps to better align your Marketing Cloud Personalization sitemap with the Data 360 sitemap format, creating a more closely compatible version and providing a detailed report for any necessary manual updates. Use this conversion tool to reduce the manual effort required for complex sitemap transformations.
Sort Rule-Based Recommendations Meaningfully: You can now sort recommendations using direct attributes from item data graphs or calculated insights from profile data graphs. For example, to display the most recently viewed products at the top of your recommendations, configure the recommender to sort products by the engagement date and time in descending order. With this flexibility, you can rank recommendations based on specific user interactions such as favorited items, direct item attributes such as inventory count, or external intelligence such as brand affinity score from an external system.
Use Customized Web Data Streams to Capture Engagement Data in Data 360 for Salesforce Personalization: We’ve improved the Marketing Cloud Personalization metadata transfer tool to include custom web data streams. Use these streams to more efficiently transfer your current Marketing Cloud Personalization behavioral events, identity, and contact point email data to Data 360 for use by Salesforce Personalization. To help facilitate metadata transfer, we’ve included a new profile engagement metadata transfer data kit (Persnl <dataset_name> Prfl Engmt Metadata Transfer) in the .zip file generated by the metadata transfer tool.
Salesforce Personalization in Marketing Cloud Next: Salesforce Personalization in Marketing Cloud Next enhancements includes updates for both the Salesforce Personalization and Marketing Cloud Personalization products. Learn about the latest features and updates to enhance personalized experiences across Salesforce clouds.
Point of Sale: Check out the latest features and updates from Point of Sale.
Simplify Transactions with Calculation-Driven Rounding for All Currencies: Process cash payments and international orders compliantly. Salesforce POS supports calculation-driven rounding for zero and two-decimal currencies recognized by the International Organization for Standardization 4217. Rounding rules apply at the final sales calculation step, ensuring precise transaction totals and consistent sales and tax reports.
Offer Consistent Language Across Receipt Types: Make sure that your customers receive email receipts in the same language that’s on their printed receipts. The Point of Sale app, formerly Retail Cloud Modern POS, now passes the language code selected at checkout by using the e-receipt webhook. Previously, e-receipts defaulted to English regardless of the selection made at the point of sale, causing inconsistencies for non-English speakers.
Manage Mixed Ownership Stores with Franchise Management: Link your stores to franchise groups for organized corporate and franchise store management. This setup helps you support mixed ownership models and manage both store types within the same retail environment.
Process Fulfillment Orders in Bulk with Wave Picking: Process up to 10 orders in a single trip by grouping product quantities across multiple orders into one picklist. Instead of picking items order by order, you can pick everything at once, reduce store travel time, and help high-volume stores stay on schedule.
Offer Flexible Refund Options for Gift Receipts: Configure your return policies so customers can receive refunds to a different credit card when presenting a gift receipt. Previously, gift receipt returns were restricted to gift cards or the original purchaser’s credit card, causing friction at the point of sale. Now, your associates can refund to the recipient's preferred tender and prevent refunds to the original purchaser's payment method.
Enforce Regional Cash Limits at Checkout: Restrict the amount of cash accepted during a sale. Updated CMS settings help your stores comply with local regulations by blocking cash tenders that exceed your defined threshold. The Point of Sale app, formerly Retail Cloud Modern POS, prompts associates to collect the balances that exceed the threshold via other payment methods and prohibits manager overrides to ensure strict compliance.
Support Multitender Flows for In-Store Pay by Link: The in-store pay by link workflow now supports multitender scenarios. The workflow also verifies that the entire order amount is paid before returning an approved status to store associates. The system now validates that the sum of all payments equals the full order total before finalizing the sale. Previously, the POS app incorrectly treated a partial payment as a completed transaction and immediately showed the confirmation page.
Improve Commission Accuracy with Advanced Attribution Settings: Control multiassociate tagging policies for sales attribution with updated CMS settings. Your associates can now manually distribute sales credit in different percentages to any sales associate. These settings replace rigid equal-split defaults, giving you more control over tracking and reporting sales performance.
Prevent Store Closure Failures with Time Zone Checks: Keep your store operations running smoothly by requiring time zone consistency between your POS devices and store location. If the device time zone doesn’t match your store’s time zone you can now block device logins. Previously, cross-time zone logins created business date mismatches that permanently blocked daily store closures and disrupted operations.
Previous Release Notes: Find information about previously announced features in the release note archive.
Accelerate Debugging of Pricing Flows: Use auto-numbered steps and element descriptions in a pricing procedure to improve readability and provide a clear visual map of the execution path in the Pricing Operations Console. The numbering automatically adjusts when elements are added or moved, reducing manual effort and supporting faster, more accurate troubleshooting across pricing procedures.
Build Pricing Logic with Conditional IF Statements: Solve complex pricing scenarios by using conditional IF statements and nested logic directly within the Formula-Based Pricing element. Pricing designers can now replicate complex business logic, such as intricate claculations for product pricing by using basis points or advanced logic for promotional discounts, without relying on custom code. This enhancement optimizes procedure readability and accelerates debugging.
Pricing Operations Console Is Now Revenue Cloud Operations Console: To better align with the data it presents, the Pricing Operations Console is now renamed to Revenue Cloud Operations Console. This change does not affect the console's functionality or user experience. Product documentation and in-app terminology have been updated to reflect this change.
Package Your Pricing Workflow Seamlessly: Migrate entire pricing solutions across Salesforce orgs by adding procedure plans directly to your deployment package. Transfer the complete execution flow of pricing and discovery procedures to reduce manual setup effort. Deploy your validated pricing workflow with speed and accuracy to ensure immediate consistency in every target org.
Streamline Complex Quote Calculations with Smarter Price Propagation: Manage complex, multi-level quotes by defining formulas that calculate and propagate discounts and totals throughout the quote hierarchy. Simplify pricing configuration for complex quote structures with up to 5 levels of nesting. Build consistent pricing flows by using ascending propagation to conditionally roll up totals and discounts to the parent level. Use horizontal calculations to compute values based on other fields within the same quote line or group.
Troubleshoot Pricing Elements with Advanced Price Log Settings: Use Advanced Price Log Settings to collect detailed diagnostic data for complex pricing elements. The logs capture input values and complete exception details for elements such as Attribute-Based Price, Derived Price, and other logic-heavy elements. This framework streamlines troubleshooting and performance analysis so that admins can identify the root cause of issues.
Track Policies and Regulations that Govern Your Assets: Improve the traceability of your regulated hardware and software assets by mapping regulation clause versions, compliance policy clause versions, and compliance control versions to an asset. Use this structure to maintain a record of the policies and regulations governing your assets, visualize control relationships, report on coverage gaps, and demonstrate adequate control implementation for compliance.
Achieve Audit Readiness with Compliance Control Testing: Verify that your compliance controls are successfully mitigating risks and enforcing regulations and policies with compliance testing. This testing evaluates a control’s operating effectiveness, confirms its design function, and captures verifiable evidence during the execution of the test. Use these details to demonstrate to regulators and auditors that your compliance program works as intended.
Process Compliance Navigator: Use Process Compliance Navigator to ensure your organization meets regulatory requirements, internal policies, and industry standards. Compliance governance is strengthened with new validation criteria enforcing auditable transitions for controls, regulations, and policies, ensuring consistent evidence. Efficiency is improved by using context definitions for streamlined data access in validation and Compliant Data Sharing for records.
Control Compliance Record Access by Using Compliant Data Sharing: Record owners in organizations with strict sharing policies can now grant other users access to their records by using Compliant Data Sharing for Process Compliance Navigator. Define record sharing rules for your compliance users so that record owners can share business operations processes, compliance policies, compliance regulations, compliance controls, and validation procedures with participant groups and participant roles.
Enforce Compliance Control Testing Status Transition and Validation Criteria: Strengthen your compliance framework and create an audit trail with the new Compliance Control Testing Status Transition and Validation Criteria setting. This setting enhances data governance by enforcing mandatory validation and transition rules whenever a user modifies the status of a Compliance Control Version Test Execution record. By locking down key attributes and transitions, this setting prevents the creation of inconsistent or unverifiable test evidence. For example, when the setting is turned on, enforce a rule that if the execution status is completed, a user can’t update it to a different value.
Streamline Data Access with Context Definitions: Define business context in your validation procedures with context definitions. A context definition acts as a structured data layer and translator that organizes data so that you can easily map and access relevant information across multiple objects. For example, to enforce compliance and prevent customer harassment, debt collection agencies must follow regulations that limit the number of times that they can call a customer. By using a context definition, you can now validate contact data, such as call frequency and time zone fields, before an agent initiates a call. The validation procedure passes in contact record data to validate it for compliance, ensuring agents adhere to all call limitations.
Enforce Validation Criteria for Regulations and Policies: Maintain an auditable and compliant lifecycle for managing your organization’s regulations and internal policies by using the Regulation and Policy Status Transition and Validation Criteria setting. Acting as a governance gatekeeper for compliance officers, the setting enforces criteria before updating regulation version or compliance policy version.
Clarify Purpose with the Renamed Logged-in User Locale Setting: To ensure clarity and better reflect its purpose, the User Locale setting is now named Logged-in User Locale. This setting uses the logged-in user’s locale when logging API messages for Business Rules Engine compliance controls. Previously, this setting was called User Locale.
Product Catalog Management: Manage product data in the cache by generating, refreshing, or emptying it, offering flexible options to synchronize data efficiently. Product Catalog Management now supports higher configurable limits for searchable and filterable attributes, which improves product discovery for large catalogs. Users can select more than 20 products during product discovery and add them to a transaction.
New and Changed Connect REST APIs in Product Catalog Management: Specify Enterprise Product Catalog (EPC) as a catalog source, and extend Product Details API to support your unique custom fields and objects. You can also get product classification details for EPC with the new API enhancements.
Select More Products During Product Discovery: Select more than 20 products during product discovery and add them to a transaction. The updated Bulk Product Details API now retrieves comprehensive details for a greater number of products simultaneously. This change benefits customers who frequently select multiple products from a category, leading to faster and more efficient transactions.
Simplified Product Data Cache Refresh: You can now easily manage product data in the cache by generating the cache for all products, refreshing existing products, or emptying the entire cache. This enhancement provides flexible, controlled options to synchronize your data. You can choose the action that best meets your cache management requirements for maximum efficiency. End-users benefit from optimal loading times and access to the latest product details via the Product Detail API.
Find Products Faster in Large Catalogs with Increased Search Limits: Product Catalog Management now supports higher configurable limits for searchable and filterable attributes and fields. This enhancement helps customers with large product catalogs to improve product discovery using more flexible search criteria.
Product Configurator: Deliver clear, localized troubleshooting guidance with full translation support for every run-time message. Complete complex bundle configurations faster by using a streamlined interface to edit attributes and clone product instances directly from component option cards. Improve configuration performance with non-blocking UI behavior for options, and troubleshoot configurations with configuration logs. Access the Configurator API by using a Lightning web component, and use Lightning Message Service events to update fields in a third-party Configurator component.
Access Configurator API More Easily by Using a Lightning Web Component: Use a wire adapter with a Lightning web component to access Configurator API. The wire adapter simplifies the process for fetching data, compared to using Connect API. Use Configurator API to build a custom configurator UI and incorporate existing first-party configurator UI components as needed.
Use Configuration Logs to Debug Configurations: Generate and review configuration logs to analyze configuration behavior and address inefficiencies. Use the configuration logs to make sure that your configurations perform as expected.
Improve Usability with a More Flexible and Intuitive Configurator Interface: Sales reps can gain better control of their product configurations with a more streamlined Configurator interface. Make informed decisions faster by viewing, comparing, and editing product attributes and context fields directly on the component option cards. Easily add multiple instances of a dynamic product or clone product instances with their current configurations. These enhancements, providing flexibility and a more consolidated view, help sales reps complete bundle configurations faster with fewer clicks and less scrolling.
Updates in Default Product Configurator Flow: The Default Product Configurator flow has new attributes. If you’ve cloned the Default Product Configurator flow before Spring ’26, manually map the new attributes in your customized flow, or clone the default flow and apply your customizations again.
Update Sales Transaction Fields in a Third-Party Configurator UI: Use Lightning Message Service (LMS) events to update all fields that are set up as editable on a sales transaction item, including custom fields, for third-party configurator UI components. With the increased flexibility, third-party components can easily communicate with Data Manager in the product configurator flow.
Enable Non-Blocking UI Behavior for Attributes and Options: With non-blocking UI behavior for attributes and options, you can change multiple values on a product without waiting for system response, to speed up the configuration process. After the changes load, actions including Save, Save and Exit, Cancel, and Update Prices are available.
Accelerate Troubleshooting for Global Teams with Translation Support for Run-Time Messages: Provide your sales reps with localized messages for warnings, errors, or other information in the Configurator. Set up custom labels from Constraint Builder for translating all run-time messages defined within a constraint model. Use bulk label generation to accelerate the label setup. Reuse existing labels easily with autocomplete options in CML Editor and Visual Builder. Boost adoption and reduce confusion with the capability to define clear, understandable messages in local languages for troubleshooting and guidance.
Verify Product Eligibility on Behalf of Customers and Employees: Empower service reps and internal request fulfillers to check whether customers and employees are eligible for a product. Add the Check Product Eligibility Agentforce action to assisted service processes to accelerate fulfillment by offloading entitlement validations to AI agents.
Program and Case Management: Manage the complete participant lifecycle with greater speed and accuracy. Potential participants can now browse programs as guest users on your Experience Cloud site to increase engagement. When participants apply, guide staff through a streamlined intake for one or many programs with real-time eligibility checks. Finally, capture service delivery faster with optimized mobile attendance tracking and accelerate your Data 360 readiness with updated data kits.
Accelerate Data 360 Readiness for Program and Case Management: Easily bring the latest objects and fields into Data 360, formerly Data Cloud, with updates to the existing Program and Case Management data model objects (DMOs). Attributes for Attendance were added to the Benefit Session and Program Enrollment DMOs as well as additional attributes for Benefit Type and Referral DMOs.
Confirm Participant Program Eligibility in Real Time: Save staff time, reduce manual errors, and improve the participant application experience by checking participant eligibility for programs instantly. Create robust eligibility criteria that are unique to each program, and check a participant’s eligibility against their participant record on an application with the Business Rules Engine. Intake coordinators can see a participant’s status, which helps them make faster decisions and prevent non-compliant enrollments.
Simplify On-The-Go Attendance Tracking for Your Staff: Taking attendance for benefit sessions is now faster and easier for staff working in the field. The attendance experience is optimized in the Salesforce mobile app to facilitate quick data capture. Staff can use their phones or tablets to find sessions or participants, update single or multiple participant records at once, and save their work with confidence. Capturing data in real time reduces administrative work and improves accuracy, so that your team spends less time on data entry and more time on your mission.
Streamline Participant Intake with a Guided Work Flow: The new Intake app guides intake coordinators through a more efficient enrollment process with the Create Application flow to create new intakes quickly. When enrolling a participant in multiple programs, form sections are now deduplicated, so your users only enter overlapping information once. Separately, the Complete Application flow automates the creation of enrollment records and cases, which provides a smooth hand-off to case managers.
Lower the Barrier to Entry with Guest Access for Program Management: Potential participants can now browse your programs and benefits on an Experience Cloud site without creating an account. Guest users can explore your offerings to determine if a program is a good match. When they’re ready, they can easily submit a referral to begin the intake process, which reduces friction and increases engagement with your nonprofit.
Protect Active Connector Settings in Data 360 Sandbox: Ensure configuration stability and reduce the manual work required to re-authorize connections in Data 360 sandboxes. If a connector is active in the target org, DevOps data kit deployments now ignore changes to connector attributes to avoid overwriting your settings. This protection applies to all data stream connectors.
Monitor Partner Success Agent Performance with Agent Analytics: Gain a complete overview of your Partner Success Agent’s effectiveness and usage metrics with the Agent Analytics dashboard. Channel leaders can now track partner engagement, deflection rates, and session trends to optimize performance. Filter data by time frame, channel, topic, or action to pinpoint specific insights. Access these metrics directly from the Agent for Studio Analytics tab.
Agentforce for Public Sector: Accelerate hiring by using an AI agent to match qualified candidates to job positions based on skills, specializations, and location. Assist job seekers on your recruitment site with an agent that answers questions about hiring policies and processes. Help constituents identify necessary licenses and permits and answer their questions by deploying an agent grounded in your agency’s policy manuals.
Enhance Benefit Assistance with Comprehensive Data: Capture essential details about a constituent, such as living arrangements and benefit duration, to help caseworkers make informed decisions about their benefit eligibility. Use eligibility reason codes to track eligibility determination, and record key dates of benefit issuance, closure, and notification to support the benefit assistance lifecycle.
Generate Larger Documents for Agentforce Public Sector: Generate documents up to 300 MB to help with complex reporting needs, like investigative case files with high-resolution images or large data records. Agentforce Public Sector, formerly Public Sector Solutions, now packages this enhancement directly, so you can create large files without hitting previous size constraints.
Enhance Agentforce Public Sector Feature Discovery and Setup: With Salesforce Go, discover, set up, and configure Investigative Case Management features, and track feature usage, all from a single location in Setup. Learn more about the features and get help with configuration by accessing content resources and links.
Collect Fees for Public Sector Services with Inbound Payments: Help constituents pay for services, such as license and permit applications, directly on your public facing portal. By using Inbound Payments, you can embed a secure checkout flow into your Experience Cloud site. This integration helps constituents settle fees digitally and gives agency employees real-time visibility into payment status, reducing manual reconciliation and ensuring compliance before application approval.
Answer Job Seeker Questions Instantly with Agentforce: Help job seekers learn about your agency’s mission, hiring policies, and processes by interacting with an AI agent on your recruitment Experience Cloud site. Grounded in your policy manuals, the agent provides accurate responses to candidate inquiries. Candidates can ask follow-up questions to refine results, which helps them understand expectations and saves recruiters from answering repetitive questions.
Discover Licenses and Permits and Answer FAQs with Agentforce: Help constituents identify the licenses, permits, and inspections they need for their business or personal goals by interacting with an AI agent on your License and Permit portal. Grounded in your agency’s policy manuals, the agent answers FAQs to reduce agency workload. It asks prescreening questions to understand constituents’ needs and guides them through the pre-application process, reducing the number of incorrect submissions.
Deliver Agent-First IT Support to Public Sector Employees: Provide modern, AI-powered IT service management to your public sector employees with the full suite of Agentforce IT Service capabilities. Resolve issues faster by giving your employees conversational, personalized, AI-driven support in the most convenient channel. Accelerate self-service by using topics and actions provided in the Employee Request Management agent template. Use the topics and actions in the IT fulfiller agent template to reduce repetitive manual work and accelerate issue resolution. Use Data 360 to enrich responses and reduce manual intervention for routine tasks.
Speed Up Candidate Sourcing with Agentforce Skill Matching: Accelerate hiring by quickly surfacing qualified talent based on specialized skills for quicker review and decision-making. The agent helps recruiters identify candidates for a job position by matching specific skillsets and job specializations. The agent creates leads for the shortlisted candidates to track outreach, and sends emails inviting them to apply.
Public Sector: Transform IT service delivery with Agent-First IT Support for Public Services. Accelerate hiring and simplify license discovery with Agentforce. Streamline investigative case management setup by using Salesforce Go, collect fees directly on your portal with Inbound Payments, and support complex reporting needs by generating larger documents.
Embed Custom Lightning Web Components in Dashboards for Interactive Data Views (Beta): Add custom Lightning Web Components (LWC) directly into Lightning Dashboards to create interactive, real-time data views that go beyond standard dashboard capabilities. Filter, explore, and act on data immediately without leaving your dashboard. For example, a business analyst can use a custom LWC to display a waterfall chart or other visualizations that are not available in standard dashboards.
Lightning Reports and Dashboards: Save time and reduce errors when adding tables to dashboards by retaining existing report settings. Ensure policy and regulatory compliance with custom disclaimers on exported reports.
Use Existing Report Settings When Adding Tables to Dashboards (Generally Available): Save time and reduce manual configuration of report settings, such as groupings, custom formulas, and bucketing when adding lightning tables to dashboards. This feature reduces the risk of errors and ensures that the tables in the dashboard retain the same configuration as the report. This feature is now generally available.
Share Reports and Dashboards Folders Using Usernames: Securely share report and dashboard folders using precise usernames. Search for users by their usernames, and reduce the risk of sharing sensitive information with the wrong users. Previously, only the name was shown.
React Apps (Beta): With Salesforce Multi-Framework (Beta), you can build and reuse React apps directly from your Salesforce org. To use record data in your React apps, use Data SDK and GraphQL.
Get Record Data in Your React Apps with Data SDK and GraphQL (Beta): Data SDK provides a type-safe and consistent way to access data in React web apps. It handles complex implementation details like authentication and CSRF validation, while your code focuses on the GraphQL queries and mutations to access and update record data.
Build and Use React Apps in Salesforce (Beta): Build React apps directly from your Salesforce org using Salesforce Multi-Framework. Whether you prefer to code by hand or speed up development with Agentforce Vibes, now you can create, test, and deploy React apps for both consumers and enterprises. Use your existing React apps with your Salesforce data and metadata to produce rich experiences that work across all devices and platforms.
Recommend Actions Contextually on Any Record Page: Extend recommendations beyond voice and messaging sessions to Case, Incident, or Account records. Action Launcher automatically identifies the user’s intent from contextual data like the case subject and description in your catalog app. Action Launcher then shows your contact center agents the relevant next action. Admins gain flexibility and control by configuring and deploying their own prompt templates to tailor how Action Launcher determines the best action by using generative AI.
Referral Marketing: Connect outbound engagements with business units in Marketing Cloud Next. Use unified segments to enhance audience targeting and companion org data graphs to improve data accuracy.
Data 360 for Referral Marketing: Enhance your audience targeting by using unified indvidual segments and improve data accuracy by setting up data graphs in companion orgs.
Set up Data Graphs in Companion Orgs: Verify a member's Data 360 segment using data graphs in companion orgs. Previously, you could use data graphs only in the home org.
Accelerate Engagement by Connecting Journeys to Marketing Cloud Business Units: Connect outbound engagements to Marketing Cloud Next business units. Use journeys to send promotion launch emails to your target audience. Marketing Cloud Next business units help you control information access and sharing based on defined user roles.
Enhance Audience Targeting with Unified Individuals: You can now access the data of Unified Individual segments from the home org and companion orgs. Unified Individual segments manage duplicate records and provide a single source of truth for accurate segmentation and effective audience targeting.
End Conversations from the Messaging Session List View: You asked, we listened. We brought back the End Conversation menu option in the Messaging Session list view of a Messaging User record for Enhanced Messaging. When you select End Conversation, the messaging session is ended, and any future messaging sessions that are initiated by the end user aren’t stitched back to it in a cohesive conversation history.
View Invoices in a Centralized List on Order Records: View all the invoices related to an order directly on the Order record page. The new All Invoices related list acts as a single source of truth, showing invoices generated by using invoice batch runs, Invoice Ingestion API, Invoice Creation API, and the Generate Invoice button. The list also includes invoices for the subsequent Amend, Renewal, or Cancellation orders.
Retail Execution: Field users can cancel uncompleted visits, orders, and documents on the field. Prevent record duplication and improve data accuracy with enhanced checks for listing classifications. Enhance your retail execution capabilities with new and updated data objects for better tour and route management.
Agentforce for Consumer Goods: Retail Execution Visit Assistant now offers data-driven insights on account performance and product upsell opportunities to boost sales and efficiency. Sales reps can get immediate, AI-powered assistance directly within their mobile app, providing quick access to account summaries or product details.
Get In-App Agent Assistance with Agentforce (Generally Available): Your sales reps can now get help from agents directly in their Consumer Goods Cloud mobile app. They can chat with agents to get account summaries, product recommendations, or promotion details.
Maintain Listing Classification Data Integrity: The Listing Module on the New Listing Classification page is now a picklist that matches the entries on the Edit page. When your users create or update listing classifications the user experience is consistent. To prevent duplicate records, the application also checks for unique combinations of Product Category and Listing Module for an account.
Boost Sales and Efficiency with AI-Driven Retail Execution Insights: Gain comprehensive account insights and identify product upsell opportunities with Retail Execution Visit Assistant. Set up the agent using the preconfigured template with four specialized topics to retrieve and summarize retail execution data from orders, visits, audits, and customer tasks. Your users can quickly access summaries of account performance, account compliance, last visit details, and product upsell suggestions.
Manage Consumer Goods Cloud Features in One Place: With Salesforce Go, discover, set up, configure, and track a selection of Consumer Goods Cloud features. Access content resources and links for more information and configuration help, all from one location in Setup.
Experience Hands-Free Field Execution in Consumer Goods Cloud Mobile App: Give your sales reps a hands-free experience with voice-activated notes, powered by speech-to-text integration, even when they’re offline. Additionally, they can use their voice to capture survey data or update orders in the app using speech-to-text and prompt template APIs when they’re online.
Sync Management: Sync performance evaluation is simplified with the new Named Query Analyzer tool. Sales reps can now manage Case and Order objects directly in the Consumer Goods Cloud mobile app in online and offline modes.
Diagnose Sync Performance Easily with Named Query Analyzer: Get a clear view of the execution of complex named queries and the handling of large data volumes in the Named Query Analyzer tool. Admins can use this tool to spot sync configuration issues and take steps to resolve them.
Manage Orders and Cases Offline in Consumer Goods Cloud Mobile App: Customizers can build offline scenarios using objects with names as reserved keywords such as, Case. Sales reps can add and edit Case and Order objects directly in the Consumer Goods Cloud mobile app, even in offline mode. Sales reps can also address customer issues and process orders during store visits.
Cancel Visits, Documents, and Orders on the Mobile App: Give hybrid users and drivers the ability to cancel visits, orders, and delivery documents from their mobile device. Reduce manual communication when external factors, such as traffic, payment issues, or inventory problems, prevent the completion of a visit or order. Configure cancellation reason and geolocation tracking requirements to maintain audit trails for field operations.
Customize Page Dimensions and Styles in Print Layout: Design custom page dimensions and override default formatting by using the styles node. The style designed for a paragraph applies to all paragraph elements in the print layout. You can set the style name to paragraph, table, tand headings. Specifying attributes such as font size, margin, bold, and italics is optional.
Other Improvements in Visual Studio Code Based Modeler: The PDF preview now automatically splits content pages, improving readability without affecting thermal printing. Adapt page layout rules to append more columns and apply center alignment. Configure day and year values in correct formats for all supported languages.
Visual Studio Code Based Modeler: Create detailed, well-formatted documents with improved readability and flexibility of PDF previews and printed documents for your users. Define custom page dimensions and configure correct date formats to ensure that documents are tailored to specific business needs and global audiences.
Get Product Recommendations While Adding Products (Beta): Help sales reps discover and add relevant or complementary products more efficiently when building a quote. Use predefined configuration rules to guide them with recommendations that lead to more complete and accurate quotes.
Explain Invoice Charges Faster with Conversational AI: Clarify invoice charges and answer basic questions related to billing through the Billing Service Assistant. Help your customers receive detailed charge breakdowns for ambiguous invoice line items, without needing to contact support.
Resolve Common Billing Inquiries Quickly with Billing Employee Assistant: Access critical billing information through conversational AI. Help billing teams retrieve payment plan details, latest bill details, account summaries and outstanding balances quickly. Billing teams can identify upcoming payment due dates and amounts within the assistant, without checking individual Billing records. Make it easier to respond to billing queries that require reviewing multiple invoice and payment records. Accelerate response time and reduce manual navigation across billing records.
Streamline Quoting for Partners by Using Agentforce: Help your partner users accelerate their sales cycle with the Revenue Quote Management agent template. By connecting the Agentforce Employee agent to their site by using Embedded Messaging, partners gain access to powerful, advanced quoting agent actions.
Revenue Management: Learn about new features and enhancements for Agentforce Revenue Management.
Increase Sales by Using Promotions in Agentforce Revenue Management (Beta): Empower pricing designers to create manual and automatic promotions that offer discounts on products and categories. Designers define promotion eligibility based on rules and sales channels, and specify how to evaluate multiple applied promotions. Show your users, such as sales reps, partners, and customers, these promotions when they browse products and catalogs. Apply automatic promotions to lines when users add products to transactions. Users can apply manual promotions when they configure products and manage lines. They can see applied discounts in the price waterfall and the applied promotions on assets. They can also apply promotions when they amend or renew assets.
Promotions in Agentforce Revenue Management (Beta): Pricing designers can set up promotions that users apply to transactions. Developers can use objects and APIs to manage promotions on sales transactions.
Rollup Definitions: Configure multiple record rollup definitions within one LWC component for improved data visualization. Set up on-demand record rollup definitions quickly and efficiently using the guided setup. Help business executives make more informed decisions by using the enhancements to record rollup definitions.
Make More Informed Decisions with On-Demand Record Rollup: Save time and improve efficiency for your business executives by enabling them to refresh record rollup results instantly. Help them make better decisions by making sure that the data they're working with is always up-to-date and accurate. Business executives can get the latest rollup results without waiting for scheduled refresh cycles. Enable or disable On-Demand Record Rollup as needed based on your business requirements.
View Multiple Record Rollup Results in One Place: Save time and effort by configuring multiple record rollup definitions in the new LWC component. Business executives can give more personalized advice to clients by viewing multiple rollup results, such as the assets, financial accounts, and policies associated with a household on the household record page. If on-demand record rollup is enabled for a record rollup definition, your business executives can instantly update the rollup results, enabling them to make informed decisions based on the up-to-date rollup results.
Release Updates: Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations.
Sales: Learn about the latest features and updates to grow your pipeline and increase the efficiency of your sales teams. Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation.
Personalize Sales Account Research with Custom Field Mapping: Get more value from your Account Research prompts by mapping results to custom text fields on Accounts or Account Plans. Previously, Account Research only saved results in standard Salesforce fields. Now, your reps can populate the exact fields needed for your unique business use cases.
Manage Deals Directly from the Agentforce Sales App in ChatGPT (Beta): Sellers can research leads and accounts, plan sales strategies, and update Salesforce records—all powered by secure, accurate, and real-time CRM data, while using the Agentforce Sales App in ChatGPT. This seamless connection helps sales teams close deals faster and maintain data accuracy, directly within their flow of work.
Control User Access to the Agentforce Sales App in ChatGPT (Beta): Manage which users can update Salesforce records from the Agentforce Sales App in ChatGPT with a permission set. This update also improves security by requiring users to have a ChatGPT Enterprise account.
Automate Qualification with Agentforce: Seamlessly qualify records and build a stronger pipeline with Agentforce for Sales. This enhancement allows your Agent to determine how strong of a fit a prospect is based on their conversation and how well they meet your Ideal Customer Profile (ICP). Qualification helps sales reps focus on high-potential deals, improving overall efficiency and conversion rates.
Qualify Contacts and Person Accounts with Agentforce: Seamlessly qualify Contacts and Person Acocunts to build a stronger pipeline with Agentforce for Sales. This enhancement allows your Agent to determine how strong of a fit a prospect is based on their conversation and how well they meet your Ideal Customer Profile (ICP). Qualification helps sales reps focus on high-potential deals, improving overall efficiency and conversion rates.
Change Inbound Lead Generation and Lead Nurturing Agent Behavior Faster: After you set up and activate an Inbound Lead Generation or Lead Nurturing agent, you may want to make changes to it later. To edit an existing agent, you can now create a new version of the agent with the same settings or update an existing version.
Manage Sales Strategy and Update Records Directly in Gemini (Beta): Sellers can research leads, create account plans, and update Salesforce records, all powered by secure, accurate, and real-time CRM data, while they work in Gemini. Access to real-time Salesforce data within Gemini helps your team maintain accurate records and close deals faster.
Boost Prospect Conversion with Group Calendar Availability: Make it easier for a prospect to schedule a meeting at a time that’s convenient for them by enabling group scheduling for the Lead Nurturing and Inbound Lead Generation agent. When scheduling a meeting, prospects view all of the available time slots of Inbox users with a connected email in the selected group.
Capture Leads and Schedule Meetings Autonomously: Effortlessly capture inbound web and messaging leads, answer inquiries, and schedule meetings with your prospects by setting up Inbound Lead Generation.
Continue Lead Engagement with Agent Handoff: Guarantee continued engagement with prospects by automating lead handoffs between the Inbound Lead Generation and Lead Nurturing sales agents. Prospects created by the Inbound Lead Generation agent who don’t schedule a meeting can automatically get assigned to the Lead Nurturing agent for a faster follow-up and to maximize conversion rates.
Prospecting Agents: Automate prospect research with Agentforce and free up your sales reps to grow relationships and close deals. Draw on data from Salesforce accounts and reports and integrate third-party resources.
Generate Prospects with Prospecting Agents: Create a Prospecting Agent to do the research for you and generate the best available prospects. Use Salesforce report data to influence prospecting, and integrate with ZoomInfo to draw on more directories. Assign suggested prospects to sales reps so they can take action faster.
Agentforce Qualification: Qualify the ideal propsects for your business within the guided setup of both Agentforce Inbound Lead Generation and Agentforce Lead Nuturing.
Control Which Fields Receive Autonomous Updates: Specify the individual fields that the Sales Management agent can update on the seller’s behalf by modifying the Process Field Update Suggestions flow. Give your agent the ability to update certain fields on its own while it continues to generate suggestions for other fields.
Experience a Faster Agentforce Pipeline Management Setup: Guided setup consolidates your pipeline management settings into a single location and automates several configuration steps, saving you time and effort. Setup in Salesforce Go replaces the setup experience for Agentforce Pipeline Management.
Move Deals Forward with Post-Meeting Suggestions from Agentforce: Agentforce Pipeline Management now offers sellers post-meeting suggestions to streamline follow-up tasks. By analyzing conversation transcripts from video and voice calls, the Sales Management agent can recommend sending follow-up emails or meeting requests, and help draft those communications. Sellers can review and approve the suggestions to ensure prompt and personalized communication with prospective customers.
Sales Management User Permission Set Group Has Changes: The Sales Management User permission set group no longer contains the Data Cloud User permission set. With this change, you can now use Agentforce Pipeline Management if your Salesforce org has Data Cloud One. If you customize your agent by using Agentforce Data Library or other features associated with the Data Cloud User permission set, assign it to users manually.
A New Permission Set Was Added to the Sales Management User Permission Set Group: The Sales Management User Permission Set Group now includes the Manage Unmetered Sales Management Users permission set. This change streamlines permission assignment and reduces unexpected billing issues because you no longer manually assign the Unmetered User Based AI permission to users.
Agentforce Sales Management: Create and deploy agents to help your reps throughout the sales process. Now, Agentforce helps you with account research, meeting prep, and account briefs. And, streamline follow-up tasks with post-meeting suggestions. Save time and effort on configuration with Pipeline Management setup in Salesforce Go. Use Agentforce in Slack to manage both deals and accounts from the familiar Slack interface.
Streamline Account Research and Strategy with Agentforce Account Management: Use Agentforce Account Management to conduct deep research on accounts, build strategic positioning statements, and prepare for sales team meetings. Create comprehensive briefings with company demographics, business priorities, key performance indicators (KPIs), industry trends, and more to anchor your entire sales strategy. When you save time with Agentforce Account Management, you can focus more on what really matters: building strong relationships with customers.
Accelerate Sales Workflows with Agentforce Pipeline Management and Agentforce Account Management in Slack: Agentforce Pipeline Management and Agentforce Account Management now operate within Slack to proactively assist sellers throughout the entire deal cycle, from account research and meeting preparation to choosing next actions and keeping opportunities updated. Build pipeline, close deals, and grow your accounts, all from within Slack.
Agentforce Lead Nurturing: Set up and test Agentforce Lead Nurturing all in one place with fewer clicks. See agent performance with the SDR Agent Analytics Dashboard and assign more prospects to an agent at once.
Build Pipeline Faster by Assigning Prospects to Agentforce Lead Nurturing in Bulk: Users can now assign up to 200 prospects at once to a Lead Nurturing agent from list views. Agentforce adds assignments that exceed email send or LLM limits to a managed queue that’s visible in the Agent Command Center. Previously, you could only assign records one at a time or by using assignment rules in the agent configuration. Adding more than 30 prospects at a time sometimes caused an error. The managed queue eliminates these errors.
Control and Customize Agent Behavior Faster with Modular Topics and Actions: You can now directly view and modify each step of the Lead Nurturing agent workflow, eliminating the need for complex prompt engineering. In Agentforce Builder, the agent's logic appears as discrete, configurable topics and actions that are easy to navigate and edit.
Scale Up Lead Nurturing Activity with Automatic Limit Management: Agentforce now manages the Lead Nurturing prospect outreach queue automatically so that agents can nurture large numbers of prospects simultaneously while respecting email send and LLM request limits.
Confirm the Voice, Tone, and Personalization of Agent Emails Before They are Sent: Sellers can now review, edit, and approve agent-generated emails before they are sent. Sales teams can add an agent to their top-of-funnel outreach workflow without ceding control over email content. Prospect owners can review intro, nudge, and reply emails, edit them, and either approve or cancel individual emails.
Connect with Prospects More Effectively by Letting Lead Nurturing Agents Use Sellers’ Email Addresses: Make Lead Nurturing agent emails feel more authentic and increase prospect engagement by letting the agent send emails on behalf of the prospect record owner. Send as Seller combines the scale and efficiency of a Lead Nurturing agent with the trusted identity of a human sales rep. The agent uses the seller’s email address to send outreach and listen for prospect replies.
Check Your Domain’s Verification Status: To avoid email delivery failures for emails sent from Salesforce, check your domain’s verification status. Salesforce now sends emails only from verified domains.
New Sales Dialer Licenses Are No Longer Available: New Sales Dialer licenses aren’t available for customers to purchase. We are planning to retire features and functionality for the product in the future.
Get More ECI Licenses Automatically with Enterprise Edition: Give more members of your sales teams using Enterprise Edition access to Einstein Conversation Insights. If you’re using Enterprise Edition, you can automatically access 2000 Einstein Conversation Insights licenses. Play recordings of conversations to gain visibility into mentions of competitors, products, custom keywords, pricing discussions, and next steps.
Use Call Summaries and Generative Insights Across All Calls: We’re combining the call summary and generative conversation insight features together. The combined features work across both voice and video calls, are available to all ECI users without additional licenses or costs, and are automatically enabled for orgs using generative AI features.
Use Call Transcripts from Gong: You can now use call transcripts from Gong with Einstein Conversation Insights and Salesforce AI. Use Gong transcripts with our out-of-the-box agents like Lead Nurturing agent, Sales Management agent, and throughout the platform.
Get Transcripts and ECI Features for In-Person Meetings: There’s no need to manually capture notes during meetings that happen in person. Sales teams can capture in-person meetings on a mobile device, and get them processed by Einstein Conversation Insights. Avoid manual data entry and focus on your client with secure, confidential mobile AI transcription.
Get Transcripts and ECI Features for In-Person Meetings: There’s no need to manually capture notes during meetings that happen in person. Sales teams can capture in-person meetings on a mobile device, and get them processed by Einstein Conversation Insights. Avoid manual data entry and focus on your client with secure, confidential mobile AI transcription.
Take Advantage of Improved Participant Matching for Microsoft Teams Calls: We’ve improved participant matching for Microsoft Teams video calls. You no longer need your email matched to your data source. We’re more effectively using calendar and meeting data to get email participant info, so record matching for these calls works better automatically.
Use Einstein Conversation Insights with Starter and Pro Suite: Use many of the call analysis features from Einstein Conversation Insights (ECI) in Starter and Pro Suite. The initial ECI feature set doesn't include generative AI features and other advanced functionality.
Einstein Conversation Insights: Get your generative AI features bundled together with call summary and generative conversation insight capabilities under a single feature. We’re also making speedy call processing more widely available with Vendor Transcript Processing. If you have Salesforce 1 Sales Edition, access deal closing recaps. More ECI data is available on the Salesforce Platform. Your sales teams can use call transcripts from Gong with ECI. And we’ve improved participant matching for Microsoft Teams video calls.
Accelerate Transcription and Insights with Vendor Transcripts: With Vendor Transcript Processing, your sales teams can quickly access call summaries and critical call insights. Sales managers can quickly deliver coaching tips to their reps and see how they’re doing. Existing ECI customers can toggle the feature on. New customers have it auto-enabled and can’t turn it off.
Sales Fundamentals: Simplify the setup of basic features and AI-agents for your sales teams with just a few clicks. And, get more value from your Account Research prompts by mapping results to custom text fields on Accounts or Account Plans.
Email, Calendar, and Integrations: Adopt authorized email domains. Accurately monitor event and email syncing with detailed insights and reports. Capture and report on email as an activity with the Sync Email as Salesforce Activity feature. Prepare for the retirement of Exchange Web Services and its impact on email-related features and products. Salesforce for Outlook retires in December 2027.
Gmail Integration: Get immediate access to relevant CRM data alongside your email communication by accessing the Gmail integration directly within Sales Cloud Everywhere.
Salesforce Inbox: Check out the latest improvements to Salesforce Inbox.
Simplify Meeting Scheduling with a Redesigned Interface: Give prospects a simpler and quicker way to schedule meetings with your sales team. When a user receives a scheduling link generated from Insert Availability in the Lightning Experience Email Composer, Gmail extension, or Outlook add-in, they’re taken to the new interface.
Lightning Sync for Microsoft® Exchange: Microsoft announced the retirement of Exchange Web Services (EWS) starting October 1, 2026. Lightning Sync configurations that use EWS won’t capture or sync data from Microsoft after EWS is retired.
Sales Features Released by Month: Many Sales features and changes are released as often as monthly, so check back again for the latest updates. The Spring ’26 release includes updates happening from January 2026 through April 2026.
Other Changes in Sales: Review and anticipate other changes that can impact your sales team.
Include Records from any Account on Account Plan Objectives: Support sales account plans across account hierarchies by associating records from different accounts to an Account Plan Objective. Previously, you were limited to associating records linked directly to the account plan's primary account. Now, to build more comprehensive account plans, search for and add relevant records from any account. We delivered this feature due to your idea on IdeaExchange.
Sales Pages Optimized for Salesforce Lightning Design System 2: To align with the new Salesforce Lightning Design System 2 (SLDS 2) Salesforce Cosmos theme, we implemented style updates across several Sales pages. Get an enhanced user experience, particularly when you use SLDS 2 or dark mode. They’re also visible when you use an SLDS 1 theme.
Update Tasks and Events in Lightning Web Components with the User Interface API: Bring activities into your custom Lightning Web Components (LWC) by leveraging the User Interface API’s support for Task and Event objects. Now, instead of manually coding layouts, security settings, and other metadata from scratch, quickly build a custom LWC that automatically syncs with your existing configurations. With User Interface API support for Task and Event objects, you can also include activities in screen flow record fields.
Access Agentforce from Your Outlook Integration: Leverage the power of Agentforce directly from your Outlook integration to prepare for meetings, summarize records, and trigger custom actions.
Outlook Integration: Outlook Integration replaces Salesforce for Outlook and gives users new capabilities, like the use of Agentforce for emails.
Pipeline Inspection: Standardize how your sales reps qualify deals and improve win rates with a structured sales methodology.
Standardize Deal Qualification with Sales Methodology: Evaluate deal health and improve win rates with a structured sales methodology to qualify and manage your opportunities. Define key fields, scoring levels, and guidance so your sales teams follow a consistent process and capture essential deal details.
DKIM Signatures Protect the Reply-To Header: When you sign email sent by Salesforce with a DomainKeys Identified Mail (DKIM) key, the signature configuration now includes the Reply-To header. To protect against conversation hijacking, this change prevents modification of the Reply-To address during delivery. If you use DKIM keys, you get this benefit automatically. Otherwise, set up DKIM keys to securely sign outgoing email sent by Salesforce.
Move All Einstein Activity Capture Users into a Configuration: Simplify your workflow and manage Einstein Activity Capture users in one place by adding them to a configuration. Users in the configuration also get access to upcoming features and improvements. Take action now to identify who can continue to have access to Einstein Activity Capture and move only those users into a configuration. If you don’t move users into a configuration, we’ll automatically create a configuration and move all users outside of a configuration into it.
Set Unique Thresholds for Automatic Contact Creation from Emails and Events: Automatic contact creation from email and calendar events is now available with Sync Email as Salesforce Activity. We’ve added separate thresholds for emails and events to improve this setting, giving you control over contact creation based on the context of user interaction. For example, set a higher threshold for emails (three or four interactions) and a lower threshold for events (one meeting) to prioritize capturing contacts who are actively building relationships with sales reps. Like before, the new contact record is associated with an existing relevant account record.
Enhance Contact Records Automatically with Sync Email as Salesforce Activity: Automatic Contact Enhancement is now available if Sync Email as Salesforce Activity is turned on. Automatic Contact Enhancements uses generative AI to scan users’ email activity for important buyer details. Salesforce automatically updates contact records with information such as seniority level, department group, and other buyer attributes. This feature saves sales reps time on manual data entry and helps maintain content-rich profiles for more accurate buyer relationship maps.
Event Data Is Now Stored on the Salesforce Platform: Event data synced through Einstein Activity Capture is now stored on the platform. This update is automatic and requires no action on your part. Meeting invitees included in past events who don’t have a contact, lead, or user record no longer appear in Meeting Digest. However, invitees without records included in upcoming events appear in Meeting Digest. Also, users outside of an Einstein Activity Capture configuration no longer see event data on the activity timeline. If you move these users into a configuration, data from the previous 180 days populates their timeline.
Upgrade Microsoft 365 Authentication in Einstein Activity Capture to Microsoft Graph: Transition your Einstein Activity Capture’s Microsoft 365 authentication from Exchange Web Services (EWS) to Microsoft Graph, which is more modern, secure, and scalable. Microsoft is retiring EWS in October 2026, so switch to Microsoft Graph to avoid service disruption. Proactive notifications and a single-click tool make the migration process smooth.
Make Captured Emails Available as Activity Data by Updating Einstein Activity Capture: Use an option in Setup to update Einstein Activity Capture and migrate previously captured email to Salesforce activity data. With this update and migration, all new email data and previously captured email data are synced, stored, and available as activity data. This update and migration makes email data available to platform tools and operations. After you start the update and migration process, it runs and is completed automatically.
Monitor Accurate Event and Email Sync with Detailed Metrics and Failure Reports: Get clear insights into event and email sync status with accurate metrics. For example, identify and resolve setup issues more effectively and improve user trust with sync failure reports. Starting Spring ’26, daily event sync time reports exclude no-operations events, which are non-meaningful changes that don’t update the event. By excluding events, such as onboarding and backfill events, the reports provide accurate sync metrics that reflect only meaningful changes. Salesforce admins can accurately assess whether significant events process within published performance times.
Access More Einstein Activity Capture Standard Seats: Support your growing sales teams by providing a matching number of Einstein Activity Capture Standard seats for every Sales Cloud license. This update removes the previous 100-seat limit per org, so now, all your users can sync their email, calendar, and contact data. Larger teams can migrate from Lightning Sync to Einstein Activity Capture without leaving users behind.
Einstein Activity Capture: Accurately monitor event and email syncing with detailed insights and reports on failure. Extend the scope of your Account, Contact, Opportunity, and Lead reports by integrating detailed email insights in your reports. Upgrade your Einstein Activity Capture's Microsoft Office 365 authentication to Graph API.
Email Configuration: If you previously worked with Salesforce Customer Support to disable email change verifications, set up authorized email domains instead.
Send Email for Users with an Unverified Email Domain: Enable users whose email domains you can't verify—such as users with public email addresses, consultants, and site users—to send email from Salesforce. With your substitute email address, the user's display name and reply-to address remain unchanged, but the From address uses email@UniqueId.sfcustomeremail.com, where UniqueId is your org ID or Experience Cloud site ID. This option also applies to system-generated emails and emails sent via shared email accounts with an unverified domain.
Upgrade Microsoft 365 Authentication in Inbox to Microsoft Graph: Transition your Inbox’s Microsoft 365 authentication method from Exchange Web Services (EWS) to Microsoft Graph, which is more modern, secure, and scalable. Microsoft is retiring EWS in October 2026, so switch to Microsoft Graph to avoid service disruption.
Include Email Insights in Custom Report Types: Extend the scope of your Account, Contact, Opportunity, and Lead reports by integrating detailed email insights such as message type and content in your reports. Insights like these provide a more holistic view of your sales activities and help you stay on top of important customer communications.
Prepare Lightning Sync for Microsoft Exchange Web Services (EWS) Retirement: Microsoft announced the retirement of Exchange Web Services (EWS) starting October 1, 2026. Lightning Sync configurations that use EWS won’t capture or sync data from Microsoft after EWS is retired. To prepare, review the Microsoft guidelines on migrating to Microsoft Graph, the recommended API for accessing Microsoft services. Or, plan to move from Lightning Sync to Einstein Activity Capture. Contact Salesforce Customer Support to evaluate your options for more information on the Salesforce connection to Microsoft Graph API (beta).
Synced Calendar Overlay Is Retiring: If Show Synced and Captured Events is turned on, Einstein Activity Capture users access a view-only copy of events from Microsoft or Google on their Calendar. Some customers mistook the view-only events as duplicate calendar entries, so we’re retiring this feature.
Automatically Relate New Contacts to Past Email and Event Records with Sync Email as Salesforce Activity: Sales reps now see important relationship information directly on their records instead of only in the activities timeline. When a contact or lead is created, Salesforce automatically associates it with relevant email and event activity from the past 30 days. Manually and automatically creating a new contact or lead triggers this matching process.
Understand Why You Win or Lose with Opportunity Closing Recaps: Unlock scalable sales intelligence and trend analysis by replacing unstructured, manual notes with generative AI for closing recaps. Generated recaps automatically capture the specific drivers behind deal outcomes, such as pricing, competitors, or product gaps.
Remove Multiple Users from Enablement Programs Efficiently: Save time and effort while removing users from your Enablement programs. With the automated bulk user removal flow, you can filter and remove a large number of users from your programs with less manual work. Previously, you could remove only one user at a time from a program.
Scale Enablement to More Users with Streamlined Setup Experience: Discover and set up Enablement for your sales teams in a unified experience with Salesforce Go. Assign permissions directly in Salesforce Go, and monitor usage to ensure users are getting the most out of Enablement.
Boost Sales Performance in Your Territories with Enablement Programs: Provide sales teams in your territories targeted training and relevant resources through Enablement programs. Bulk assign users to a program based on the users’ roles. When you assign territory roles to a program, users with those roles are automatically assigned to the program. Previously, you manually assigned individual territory users to an Enablement program.
Sales Engagement Data Is Now Native to The Salesforce Platform: Sales Engagement metrics for new customers are stored natively on the Salesforce Platform. For existing customers, data migration is scheduled to begin in June. With this change, the Sales Engagement Performance dashboard will be deprecated in October. Metrics are shown in a custom report instead.
Salesforce to Salesforce Is Being Retired (Release Update): 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.
Salesforce for Outlook (Retiring): Full product retirement for Salesforce for Outlook is scheduled for December 2027. If you’re sticking with Salesforce for Outlook for now, you can access past release notes about the current version from the Trailblazer Community.
Salesforce for Outlook Is Being Retired in December 2027: 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.
Sales Performance Management: Refine territory design in complex markets by assigning shared boundaries to multiple sales areas. Distribute financial targets directly to accounts while accounting for existing bottom-up goals. Plus, streamline the sales planning process by generating quota plans based on territory alignments to keep data synchronized.
Salesforce Maps and Salesforce Maps Advanced: Map crucial proprietary and third-party data when you integrate it with your Salesforce data. Reveal sales opportunities on partner sites. And visualize planned field visits compared with past visit metrics.
Create Alignment-Based Quota Plans: Streamline the planning process by creating quota plans directly from existing territory alignments. Planners can now view account-level details and metadata within the quota planning interface to inform target setting. Because the plans share data, updates to territory models flow into the quota plan, ensuring assignments and targets remain synchronized.
Sales Planning: Create quota plans from territory hierarchy, owner, and attribute data within sales plan segments. Design territories with current Salesforce data. And distribute work fairly among sales teams that don't rely on geographic boundaries.
Salesforce Spiff: Discover the latest enhancements that improve your incentive compensation management experiences.
Enjoy Improved Performance in Territory Planning: Create territories for your sales teams with confidence, efficiency, and trust. Territory Planning provides enhanced security, reliable scalability, and better performance for some resource-intensive functionality.
Allocate Financial Targets to Accounts in Territory Planning: Distribute top-down financial targets directly to accounts within Territory Planning. You can split targets evenly, weight them based on criteria like annual revenue, or distribute by defined segments. To ensure realistic planning, the allocation logic respects existing bottom-up targets set by the field. This alignment simplifies the transition from territory design to quota planning.
Design Territories with Shared Boundaries: Refine your territory design in densely populated areas by allowing a single boundary, such as a postal code, to be assigned to multiple sales areas. This new capability is supported only for live data alignments and gives you more customization when modeling complex geographic territories like New York City or London. Units, however, can still only be assigned to a single area. Utilize area-level assignment rules to ensure units are correctly mapped when areas overlap.
Guide Your Daily Activities with an AI-Driven Workspace: Give sellers clarity on their goals and help them take the right actions faster with a consolidated workspace that surfaces key metrics, AI-driven recommendations, and actionable insights in one place. When you turn on Sales Workspace, it replaces the traditional Seller Home to provide a smarter, more proactive daily selling experience.
Salesforce Contracts: Contract authors and template designers have greater control over how they structure, style, and review contract content. Improvements to section behavior, clause formatting, and profile-based access help maintain consistent layouts, protect sensitive content, and make sure that the intended users participate in internal reviews. Expanded reconciliation and token capabilities keep data accurate across contracts, line items, and related records. Large and complex documents are more responsive during editing, comparison, and check-in. Document Template migration improvements further preserve document structure and clause relationships as they move between Salesforce orgs.
Salesforce Data Pipelines: Securely access your Amazon Redshift data by using a virtual private connection. Take advantage of OAuth functionality in your Microsoft Azure SQL Database connection.
Salesforce Document Generation: Generate clearer documents with precise data by applying data filters, transformation logic, and richer token coverage. These updates help make sure that structured content, nested values, and line item details are present accurately. Generate large documents more efficiently, even when they include substantial content or complex formatting. Achieve consistent in-browser previews by using the hybrid file handling setting. Remove interim previews in Omniscripts to keep only the final version and reduce storage use.
Salesforce Go: Accelerate your IT service management configuration with a new automated setup for Enhanced Chat that configures queues, flows, and routing instantly. Take advantage of the two simplified solution bundles to clearly distinguish between core IT processes and an enhanced features such as AI and Analytics. These updated bundles include streamlined initial setup critical components, and sample data to significantly reduce manual configuration time.
Knowledge: Organize articles hierarchically with Knowledge Maps for easier navigation. Create knowledge articles efficiently with the enhanced Lightning Article Editor. Unified Knowledge retires in Summer ’26, so migrate to Data 360 connectors.
Personalization Features Released by Month: Salesforce Personalization and Marketing Cloud Personalization features and changes are released as often as monthly, so check back again soon for the latest updates. When announced, changes included in the Spring release will appear under January ’26.
Salesforce Pricing: Define pricing rules across complex, multi-level quotes by using conditional ascending propagation and cross-field horizontal calculations. Simplify pricing logic with conditional IF statements. Accelerate debugging by using auto-numbered steps and element descriptions in the now-renamed Revenue Cloud Operations Console. Improve troubleshooting accuracy with Advanced Price Log Settings and seamlessly deploy entire pricing workflow structures by packaging procedure plans.
Sample Management: Streamline the sampling lifecycle with Sample Management to ensure sample requests are complete, governed, and ready for fulfillment. Drive operational efficiency by centrally orchestrating sampling for standard catalog products and capturing detailed requirements for custom products. Track request progress through configurable stage management to improve visibility and control. Reduce manual effort and accelerate requirement processing through document uploads or optional AI-assisted extraction.
Monitor Sandbox Copy Progress in Greater Detail with an Updated UI: The updated UI for sandbox copies and refreshes now provides a detailed visual progress bar and real-time status updates for each stage. Users gain greater insight and transparency into the process, enabling better tracking of sandbox progress and completion.
Scalability: Optimize and test your implementations. Troubleshoot errors, identify issues with application performance, and improve how you scale.
Deploy Scalable Apps with Scale Center: Generate on-demand insights. Use the Lightning Experience Insights (Beta) page to get insights about Experienced Page Time (EPT) and slow pages. Use Database Insights to improve SOQL performance. The Org Overview page gives you weekly insights about errors during peak hours.
Optimize Pages with Lightning Experience Insights (Generally Available): Analyze performance trends and improve slow pages, components, and actions using Lightning Experience Insights. This feature, now generally available, includes some changes since the beta release. Now, you can generate these insights for production orgs with low page views and for all sandbox orgs. The Key Insights section includes new settings to improve org performance. Finally, the new format and documentation of the High Impact, Slow Performing Pages table make critical insights easier to understand.
Analyze Your Most Popular Pages with Usage Insights (Beta): Identify your most used pages and evaluate their performance by reviewing desktop usage data in the Usage Insights (beta) tab. Use actionable data on page views, daily active users, and experienced page time to pinpoint performance bottlenecks and focus on your most popular pages.
Plan and Peak Load Test with Scale Test: Use the Test Reports tab on the Test Execution page to see how your test performed. View important takeaways about Requests per Second (RPS), throttles, and governor limits. On the New Booking page, enter inputs for trial runs, including date, time, and the anticipated size of the final test.
Use OAuth Security with Your Microsoft Azure SQL Database Connection: Increase data security by connecting to Microsoft Azure SQL Database using OAuth 2.0 authentication. You can now provide Azure authentication values directly, eliminating the need for a separate external authentication provider setup.
Securely Connect Your Private Redshift Data to CRM Analytics: Integrate data from your private Amazon Redshift data warehouse into Salesforce Data Pipelines. Use a virtual private connection (VPC) to make sure that all data transfer happens over an internal network, bypassing the public internet for enhanced security and compliance.
Upgrade to OAuth Security for Your Salesforce External Connections: 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.
Accelerate Data Updates Using Unique IDs for External Objects: Now you can specify an external object field as a unique ID to function as a primary key for that object. Use defined primary keys to update massive datasets in minutes by only processing changed records. For example, a nightly sync for a two-billion-row sales transaction object now processes only the 500,000 new or changed records instead of the entire dataset.
Security, Identity, and Privacy: Redirections end for legacy host names, including instanced host names in API calls. Connected app creation is disabled by default for all Salesforce orgs. Salesforce Backup & Recover is now a native app. And, Privacy Requests fulfill your customers' Right to Be Forgotten requests.
Lock OAuth Security Controls: To secure your external client apps and connected apps, you can now lock specific OAuth security controls to prevent further edits. These security controls include the settings to require PKCE (Proof Key for Code Exchange) and to enable refresh token rotation. If these controls are enabled, you now see a banner that prompts you to review and lock them.
Identity and Access Management: Connected app creation is disabled by default for all Salesforce orgs. The Salesforce-managed app for the X (formerly Twitter) auth provider is being retired. Create a Canvas app with an external client app. Migrate SAML-enabled connected apps to external client apps.
Backup & Recover Next: Salesforce Backup & Recover Next is now a native app. Manage backups and recover data directly in your org with a refreshed user interface and automatic region detection.
Protect and Recover Your Data with Backup & Recover Next: Salesforce Backup & Recover Next is now a native Salesforce feature that helps you safeguard your Salesforce data by automatically generating daily backups of your data. Use these backups to identify and recover quickly from data loss or corruption. Rather than manage your backups externally, you can enable and manage them directly in your org.
Configure Canvas Plugin for External Client App: You can now create a Canvas app using the external client app framework, which is a more secure and modern replacement for connected apps. Existing connected apps with Canvas integrations continue to function normally, including those that are packaged and deployed. We recommend using external client apps for all new Canvas integrations.
New and Updated Security Alerts for OAuth Flows: To discourage users from connecting unfamiliar third-party apps to Salesforce, we added security alerts for OAuth flows. These security alerts appear when a user connects a device to Salesforce via the OAuth 2.0 device flow. We also updated the security alert on the page where users authorize access to their data via OAuth 2.0 flows.
Distinguish Between Blocked and Reported CSP Violations: See at a glance whether a recent violation blocked a resource request or redirection with the new Impact field on the Trusted URL and Browser Policy Violations list. Violations with an impact of Reported block that resource request only when you enable a stricter CSP policy, such as when you enable Adopt Updated CSP Directives in Session Settings. Previously, you used the DISPOSITION field of the CSP Violation Event Type object to determine whether a violation was enforced or reported.
Data Detect: Data Detect scan scope and scale increase to handle 100 objects with unlimited fields. You can now scan for custom keywords alongside structured sensitive data to improve regulatory compliance and flag sensitive internal terminology. With the availability of a Standalone License for Data Detect, you can understand your Personally Identifiable Information (PII) exposure. Or, run a scan without needing to purchase the full Shield bundle.
Scan for Custom Keywords with Data Detect: Improve operational and regulatory compliance by identifying specific, sensitive exact words or phrases within your data. You can now optionally scan for custom keywords alongside structured sensitive data (custom patterns) when creating a Data Detect policy.
Data Detect Legacy-Managed Package End of Support on February 1, 2026: Support and updates for the Data Detect Legacy-Managed Package (called Einstein Data Detect in the past) ended as of February 1, 2026. You can continue to use the Salesforce Data Detect Legacy-Managed Package during and after February 1, 2026; however, we recommend that you use the new Salesforce Data Detect app instead. The new Data Detect app is now part of the Shield app.
Access and Run Data Detect Scans and Results with REST APIs: Use programmatic access with Salesforce Data Detect with two new REST APIs that can run and view scan results. Retrieve (GET) returns the list of existing Data Detect policies with their details. Scan posts the DataDetect policy scan for execution.
Increase Data Detect Scan Scope and Scale: Now, you can create or edit a scan with 100 objects to include an unlimited number of fields and historical records. This means performing comprehensive data integrity and compliance scans across a broader dataset in a single operation.
Purchase a Standalone License for Data Detect: You can now acquire Data Detect without purchasing the full Shield bundle. The system is configured to validate the presence of this new, dedicated license and provide access to all Data Detect functionality.
Domains: Redirections end for legacy host names, including instanced host names in API calls. And if a third party serves your custom domain, update the target host name.
Replace Instanced URLs in API Traffic: To prevent disruption after infrastructure updates that change your instance name, replace instanced URLs in API traffic with your org’s My Domain login URL. Support for instanced URLs in API traffic ends in Winter ’27.
Regional Edge Routing Label Was Changed: To help you select a routing method for Salesforce Edge Network, the label for the regional method now includes your region name. The functionality and availability of this option are unchanged.
Switch to a Stable Target Host Name for Your Custom Domain: If a third-party service or content delivery network (CDN) serves your custom domain, simplify your maintenance. Work with your third-party provider to change the target host name to your org’s My Domain login URL.
Update References to Legacy Host Names (Release Update): Prevent disruption for your customers and end users when the temporary redirection of legacy (non-enhanced) Salesforce host names ends. With this release update, those redirections end in all orgs. First available in Spring ’25, this update is enforced in Spring ’26.
Migrate SAML-Enabled Connected Apps to External Client Apps: Bring the improved usability and security of the external client apps framework to your SAML single sign-on (SSO) configurations. With a few clicks, you can now transform SAML-enabled connected apps into external client apps. After migration, you get an identical external app with all of your SAML configurations, while your old connected app remains in read-only mode.
Event Monitoring: Strengthen your security posture with automatic data storage by default for Report, ListView, Login, LoginAs, and Logout events, ensuring critical audit data is available from day one. Additionally, the Operation field in ApiEvent now tracks delete activities, providing deeper insight into critical data changes.
APIEvent Record IDs: The APIEvent Record field has been updated for all operations. This field captures record IDs with the total record count.
Automatic Storage for Select Real-Time Events: Data storage is now enabled by default for Report Event, ListView Event, Login Event, LoginAs Event and Logout Event. This ensures that critical security and audit event data is captured automatically from day one.
Track Grant Login Access Activity With Login As Event: To help protect sensitive data in production and sandbox environments, you can now monitor when users provide login access using the Grant Account Login Access setting. This can be tracked using the Login As event and trigger Transaction Security Policies that automatically alert your admins or block access.
Delete Operation Tracking for ApiEvent: ApiEvent now tracks delete operations. The Operation field has been expanded to capture these critical activities for improved security monitoring.
Universal Anomaly Event: The Universal Anomaly Event provides a standardized way to identify and categorize anomaly threat detection events across multiple domains.
Enhance Your Mobile App With Three New Plugins for External Client Apps (Beta): You can now configure mobile features and notifications using the External Client App framework. With the new mobile app plugin for external client apps, you can set up mobile-specific features, such as screen lock upon a custom timeout value. With the new push notification plugin, you can enable a mobile app’s push notifications for an Android or iOS device. With the new notifications plugin, you can configure your mobile app to receive custom notifications.
Field Audit Trail: Field History Explorer enables users to download metadata and revert changes to tracked fields. The increased limit of 200 tracked fields per object further supports broader auditing needs and stricter compliance standards.
Enhancements to Field History Tracking: Users can now revert changes to tracked fields with the Field History Explorer feature and download metadata from the Setup page of Field Audit Trail.
Health Check: Health Check now provides deeper insight by tracking seven new configurable security settings, including MFA status, SAML enablement, and session management controls. Users can also configure who receives notifications whenever your Salesforce security health check score changes.
New Configurable Settings Added to Health Check: Health Check now provides deeper insight by tracking seven new configurable security settings, including MFA status, SAML enablement, and session management controls.
New Signals for Health Check Scores: We’re releasing several new signals for Security Health Check, which can impact your current score. Make sure that you’ve updated your custom baselines with these new signals and addressed any non-compliant settings to maintain your org's security.
Creation of New Connected Apps Is Disabled by Default: The ability to create new connected apps is disabled by default for all Salesforce orgs. This change improves security by removing the risks associated with connected apps. This update does not affect any existing connected apps, which will continue to function normally. Also, packaged, existing connected apps that are deployed in a new org aren't affected. We recommend using external client apps for all new integrations and migrating existing connected apps to external client apps.
Create an External Client App in a Scratch Org: Build local external client apps in your scratch org. Before Spring '26, local external client apps couldn't be created on scratch orgs. At that time, the only way to get an external client app on a scratch org was to package it and associate it with an existing external client app on a Dev Hub org.
Prepare for Email to Become the Default Login Experience: Starting in September, email-based login becomes the default login experience for the UI of login.salesforce.com and test.salesforce.com. This update creates a unified login process and simplifies the experience for your users. While your users can still choose to log in with a username and password, prepare them for email to appear as the primary option.
Allow OAuth Refresh Tokens Only in Certain IP Ranges: Secure your external client apps and connected apps by restricting OAuth refresh tokens to known network locations. This security enhancement ensures that refresh tokens are rejected if they originate from an IP address outside of your defined ranges. Your developers can now prevent unauthorized token use even if a valid token is compromised.
Limit the Idle Refresh Token TTL (Time-to-Live) to 30 Days: Protect your data from unauthorized use of old, idle refresh tokens. For improved external client app and connected app security, set a 30-day limit to the idle refresh token TTL, which is the amount of time a refresh token can be inactive before it expires. The idle TTL works as a sliding window: each time the token is used within the 30-day period, its idle TTL resets.
Improved Support for IPv6 and Private IPs: We significantly increased the IPv6 address limit for trusted IP ranges and profile IP ranges, and we now exclude private IPs from 10.0.0.0 to 10.255.255.255 when calculating the total. If your IPv6 ranges are now under the new limit of 2^99 (2 to the power of 99), users can log in from allowlisted IPs without completing device activation. We apply this limit separately from the IPv4 limit, which is still 16,777,216.
New LinkedIn Authentication Providers Use LinkedIn API v2: To stay up to date with the latest LinkedIn API version, new LinkedIn authentication providers now use LinkedIn API v2. Configurations that you created before Spring ’26 still use LinkedIn API v1. Also, new and existing authentication providers that use the Salesforce-managed LinkedIn app still use LinkedIn API v1.
Stay Informed About MFA Changes with an In-App Reminder: To help you and your users prepare for upcoming multi-factor authentication (MFA) security requirements, Salesforce added an in-app reminder. If your org isn’t compliant with new MFA requirements, all users see a banner that alerts them about the upcoming changes.
Migrate to a Multiple-Configuration SAML Framework (Release Update): If you see this release update, your Salesforce instance is using our original single-configuration SAML framework, which supports single sign-on (SSO) with only one identity provider. We’re giving you a final reminder that with Summer ’26, we’re no longer supporting the single-configuration SAML framework. To make sure that your SSO configurations don’t break, migrate to our newer multiple-configuration SAML framework, which supports SSO with multiple identity providers instead of just one. If you don’t migrate, your SAML SSO configurations will stop working when this release update is enforced in Summer ’26.
Named Credentials: Update or delete a named credential, an external credential, or an external auth identity provider from Apex. Named credentials added to a managed package are now developer controlled and can’t be updated.
Enhanced Security for Named Credentials in Managed Packages: By default, as of this announcement, named credentials added to a managed package are now developer controlled and can’t be updated. Therefore, subscribers (customers) can’t edit the named credentials after package installation. This change prevents malicious automation from silently changing the endpoint URL.
Extend Your Custom Apps with the Ability to Update and Delete Named Credentials from Apex: You can now update or delete a named credential, an external credential, or an external auth identity provider from Apex. ISVs and partners that build managed package apps can use these new Apex methods for automated setup and more flexible management of external system integrations. If a customer uses a managed package that programmatically updates the endpoint URL for a named credential or any URL fields on its related external credential or auth identity provider, the Enabled for Callouts field on the named credential is turned off until an admin manually reviews and enables it.
Other Security Changes: Quickly see the impact of each violation in the Trusted URL and Browser Policy Violations list.
Set Up Passwordless Login with Passkeys (Generally Available): Give users a fast, easy, and phishing-resistant alternative to passwords. Passwordless login with passkeys is now generally available. With this feature, users can log in with a built-in authenticator (such as Touch ID or Face ID) or a security key (such as a YubiKey or mobile device). Look forward to fewer password resets, fewer login issues, and happier users.
Shield Platform Encryption: Reduce friction in the encryption process with Database Encryption, now generally available in all regions. Bring Your Own Key for Data 360 opens more root key management options.
Encrypt Newly Supported Fields with Shield Platform Encryption: You can now encrypt the Comments field on these objects: Business Operations Process Participant, Compliance Control Participant, Compliance Policy Participant, Validation Procedure Participant, Financial Account Participant, and Regulation Participant. On the Case object, you can encrypt the Rich Text Area for Case Description field. On the Provider Activity Goal Limit object, you can encrypt the Source System Identifier field.
Privacy Center: Explore Privacy Requests as a new way to fulfill Right to Be Forgotten (RTBF) requests from your customers. Additionally, you can now ignore object processing errors, bypass automations at the object or policy level, and manually customize batch sizes to optimize privacy policy job performance
Customize Batch Sizes to Optimize Privacy Policy Jobs: Improve privacy policy job performance by manually specifying the number of records processed in each batch. By adjusting the batch size, you can help your jobs stay within governor limits and find the ideal balance between stability and speed.
Bypass Automations While Processing Records: There’s a new way to bypass automations while processing records in Privacy Center. Instead of modifying individual triggers or validation rules, you can select a bypass setting at the object or policy level. This approach bypasses all triggers and validations for the selected objects on a policy, or for the entire policy.
Ignore Errors While Processing Records: Configure your Privacy Center policies to ignore object processing errors. When errors are ignored, the job session continues to the next object on the policy instead of stopping completely. This option is useful if validations or business logic produce errors that you know are safe to ignore. Keep in mind that ignoring object processing errors can cause accidental data loss or modification.
Delete Records in Your Org and Data 360 with Privacy Requests: When fulfilling Right to Be Forgotten (RTBF) requests from your customers, you can now delete records across your Salesforce org and Data 360 with a single, integrated solution. Use Privacy Requests to find and selectively delete records for a data subject. Easily search for records using flexible criteria, see record details and relationships, and make informed decisions about data deletion.
Check Authentication Method Strength with the SAML Assertion Validator: We made it easy to check for strong authentication methods in SAML responses from your single sign-on (SSO) identity provider. You can now use the SAML Assertion Validator to check the strength of Authentication Method Reference (AMR) and Authentication Context Class Reference (ACR) values. Previously, the SAML Assertion Validator showed you ACR values but not AMR values, and it didn't include any information about their strength.
Troubleshoot Formatting Issues in SCIM Payloads: Resolve JSON payload issues when managing user identity with the System for Cross-Domain Identity Management (SCIM). When you send an incorrectly formatted payload to a SCIM endpoint, Salesforce now returns a descriptive error message.
Security Center: Optimize your security posture with centralized alerting across all tenants and enhanced visibility into Login Anomalies via dedicated dashboards. Gain deeper insights into permission assignments while streamlining response times through consolidated investigations and automated remediation plans.
Monitor Login Anomaly Events Across Environments: A new Login Anomaly event is now available in the Threat Detection metric and dashboard, significantly enhancing the monitoring of suspicious logins.
New Permission Metrics for Comprehensive Monitoring: Gain more granular control and deeper security insight with new permission metrics. Monitor expanded permission assignments, including details on when and how a permission was assigned, covering security, connected applications, and AI agents.
Salesforce Shield: Shield product enhancements make it easier for you to extend security policies to more of your data. Database Encryption is generally available in all regions. Data Detect now scans 100 objects and unlimited fields and Field Audit Trail storage limit increases from 60 to 200. Real-Time Event storage is turned on by default. The Shield app now has setup assistants and simpler access requirements.
Simplify How Users Access the Shield App: If your users have the required permissions to access either Data Detect, Event Monitoring, or Platform Encryption, then they can view the Shield app by default. Previously, the View Shield App Pages user permission was required to view the app. Now, that permission is required only for users who lack other Shield-related access privileges.
Get Shield Setup Assistants and Usage Insights: The Shield app now includes Setup Assistants for Data Detect, Field Audit Trail, Event Monitoring, and Platform Encryption. Maximize your Shield implementation by staying up to date on key setup tasks, ranging from user access to feature activation. Monitor and maintain your setup with at-a-glance insights, including usage metrics, data trends, and job statuses.
API-Only Users Are Blocked from Bridging into UI Sessions: To improve security, users with the API Only User permission can no longer bridge into UI sessions by using the frontdoor URL generated by the /services/oauth2/singleaccess endpoint, also known as UI Bridge API. This change can break integrations that unintentionally grant UI access to API-only users.
Device Activation Is Required for Single Sign-On: As part of ongoing measures to uplift security, we’re enforcing a new device activation requirement for users who log in via single sign-on (SSO). We’ll require device activation if the SSO provider doesn’t use authentication methods that meet Salesforce security standards. We’re enforcing this requirement in phases based on the type of identity provider.
Prepare for Step-Up Authentication with an In-App Prompt: With upcoming step-up authentication requirements, Salesforce prompts users to verify their identity for sensitive actions, such as report exports. To help users prepare, Salesforce now prompts them to register a verification method.
Track Attempts to Use Uninstalled Connected Apps: You can now track denied attempts to use connected apps that aren't installed in your org (uninstalled apps for short). By tracking these denied attempts, you can identify both legitimate and suspicious attempts to use uninstalled apps. You can decide whether to allow usage of the app or to block it entirely.
Triple DES for SAML Single Sign-On Stops Working in Summer ’26: In Summer ’26, SAML single sign-on (SSO) configurations that use the Triple Data Encryption Standard (Triple DES) algorithm will stop working. This change applies to all SSO configurations that use the Triple DES algorithm, whether you use Salesforce as an identity provider or as a service provider. To improve security, use the Advanced Encryption Standard (AES) algorithms, AES 128 or AES 256, instead.
Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update): In Winter ’27, we'll stop supporting the OAuth 2.0 username-password flow for connected apps. This update will break all connected app integrations that use this flow. For better security, update your integrations to use the OAuth 2.0 web-server flow or the OAuth 2.0 client credentials flow instead.
Sandbox Users with Non-Unique Usernames Can't Be Unfrozen: You can't unfreeze a sandbox user if their username exists in another sandbox instance. This change prevents duplicate usernames for active, unfrozen users. To unfreeze a user with a non-unique username, update the username to a unique value.
Verification Method Order Is Changed: Salesforce now uses this order of precedence for identity verification methods: built-in authenticators, security keys, Salesforce Authenticator, and third-party authenticator apps. Previously, this was the order of precedence: the Salesforce Authenticator mobile app, built-in authenticators, security keys, and third-party authenticator apps. This change affects verification method registration, multi-factor authentication (MFA), and device activation. As part of this change, we changed the "Show all verification method registration options instead of starting with Salesforce Authenticator" setting to "Show all verification method registration options instead of starting with built-in authenticators." The updated label is currently English-only. Translations are scheduled to be available in April 2026, but this is subject to change.
Salesforce-Managed X (Formerly Twitter) Authentication Provider Retirement (Release Update): The Salesforce-managed app for the X (formerly Twitter) authentication provider is being retired. This update breaks any single sign-on (SSO) configurations that use the Salesforce-managed X app. To avoid disruptions, create a custom X app and update your SSO configurations.
Identify and Address Gaps in Your Knowledge Base with Self Learning Knowledge (Generally Available): Self Learning Knowledge gathers and analyzes detailed customer data from channels like surveys, voice, chat, and cases to learn about customer behavior and preferences. Self Learning Knowledge uses the information in past cases and conversations to help your support team decide where to update or add information.
Self Service: Deliver smarter, more efficient customer service with improved proactive detection, AI-guided troubleshooting, real-time personalization, and streamlined Self-Service. Enhanced detection tools, interactive troubleshooting, unified profiles, Activity Timelines, and a personalized Pending Task banner create more contextual experiences, while Agentic Portals offer accurate session-based AI billing and faster Dynamic Q&A, boosting responsiveness and reducing support needs.
Service: Service Cloud is now Agentforce Service. You may see references to Service Cloud in our application and documentation. Learn about the latest features from Service to supercharge productivity across your organization. Service features are released as often as monthly, so check here for the latest information.
Service Adoption: Learn about changes we're making to the Service Setup app and Service Setup Assistant.
Case Management: Give your reps enhanced tools to streamline case management and accelerate communication. Provide instant context through a unified Case Timeline, Quick Text for standardized responses, and original attachment visibility directly on the case record.
Service Insights: Equip service reps with an all-in-one look at their workload using the My Service Performance dashboard.
Monitor Proactive Service Campaign Performance: Gain a unified view of your service campaign performance with the campaign analytics dashboard. You can monitor outreach, open rates, completion rates, bounce rates, and individual customer progress to assess campaign health and week-over-week trends. Use these insights to identify issues, follow up with customers, and measure campaign return on investment (ROI).
Service Setup and Service Setup Assistant Retiring in New Orgs: In Salesforce orgs created in Spring ‘26 or later, including sandbox orgs, the Service Setup app and Service Setup Assistant will no longer be available. These features will still be available in maintenance mode in orgs created before Spring '26.
Track AI Performance with Service AI Adoption & Analytics: Access business impact and adoption of Einstein for Service with a dashboard that directly correlates AI usage with operational key performance indicators (KPIs). Track agent performance by analyzing key metrics such as Average Handle Time (AHT) and As-Is Usage to identify where AI usage drives positive outcomes and efficiency. Use these insights to enhance decision-making, track ROI, manage AI features, and provide data-driven coaching for your service reps.
Get Real-Time Data with My Service Performance Dashboard: Provide your service reps with a consolidated view of their work with the My Service Performance dashboard. This dashboard shows key metrics like resolution times, and case load in real time. Reps can use these insights to track progress against benchmarks and manage their workload more effectively.
Streamline Administrative Tasks with Setup with Agentforce (Beta): Salesforce’s new agent-driven Setup experience integrates Setup with an AI assistant to simplify administrative tasks. Chat with the agent to issue commands or ask questions by using natural language. The agent makes activities like creating objects and flows, managing user access, and troubleshooting formulas more intuitive and efficient, reducing navigation and clicks.
Explore Setup with Agentforce Capabilities (Beta): Learn what tasks the Setup agent can help with right from the source. You can get an overall summary of the Setup agent’s capabilities or information about a specific area. For example, ask, “What can you do?” or “What can you do related to user access management?”
Build Data Models Faster with Data Model Management Enhancements (Beta): With data model management you can use a conversation-centric UI to create custom objects, fields, and relationships. There are a number of enhancements to data model management in Setup with Agentforce. When you work with objects and fields, you can now include Percent and Currency field types. This update includes a tabular format for fields and a summary explanation of the action output to improve data visibility. You can also independently update object and field labels and API names for more flexibility during the customization process. Finally, we added linking for existing objects and fields so you can view their details in Object Manager.
Troubleshoot External Client App Access in Setup with Agentforce (Beta): To resolve access issues more efficiently, the Setup agent can help you determine whether a user has access to an external client app (ECA) through a permission set or profile. Ask the agent a question such as, “Can you check whether Kathy Cooper has access to external client application Example Integration?”
Chat with the Setup Agent in More Languages (Beta): Setup with Agentforce now has beta support for Catalan, Danish, Dutch, Finnish, French, German, Italian, Japanese, Norwegian, Portuguese, Spanish, and Swedish. Previously, only English was supported.
Open Newly Created Flows in Flow Builder from Setup with Agentforce (Beta): Transition smoothly from conversational, AI-generated flow creation to fine-tuning the results. After you create a flow in Setup with Agentforce, use the new links to open it directly in Flow Builder for review and modification. The links remain available as long as the tab where Agentforce created the flow is open.
Updated Permission Requirements for Setup with Agentforce (Beta): Previously, you were required to assign users the Execute Prompt Templates user permission to allow access to the Setup agent. Now, you can assign users either the Execute Prompt Templates or Customize Application user permission. Alternatively, in place of the Execute Prompt Templates permission, you can assign the Prompt Template User standard permission set. The Use Setup with Agentforce user permission remains required as before.
Get Enhanced Conversation Recommendations in Setup with Agentforce (Beta): Use engagement insights to improve search recommendations and agentic conversations for selected users in Setup with Agentforce (Beta). When enabled, this feature uses Data 360 to collect and process page views, record changes, and other user run-time data for a more personalized Setup with Agentforce experience.
Manage Queues with Setup with Agentforce (Beta): You can now create and manage queues through a conversation with the Setup agent, rather than navigating to multiple Setup pages. When making updates, you can modify queue details such as its name, support emails, supported objects, and routing configurations. For easier management, you can also ask the Setup agent for a list of all queues and public groups.
Use Both API Names and Labels to Reference Features (Beta): You can now generate flow summaries and reference formulas, permission sets, and other features in Setup with Agentforce using either their API name or label. The generated flow summary references the precise API names of objects and fields that the flow interacts with. Using the API names allows you to easily find what you’re looking for and to avoid ambiguity when multiple features and flows have similar labels.
Troubleshoot Access Using the Setup Audit Trail (Beta): Find out why a user lost or gained access with the Setup agent. The Setup agent now answers questions such as “Why can’t Erica Douglass manage users anymore? What changed?” by reviewing recent changes in the Setup Audit Trail. The agent looks at Setup Audit Trail updates related to permission sets, permissions set groups, profiles, roles, user access policies, organization-wide defaults, and user records when determining the reason.
Open Setup Pages in a Dedicated Tab (Beta): In Salesforce orgs that have enabled Setup with Agentforce, Setup pages open in a single dedicated tab instead of overwriting the Setup Home page. Now you can context switch between Home, agent conversations, and Setup pages without losing work.
Manage Document Check-In Behavior with Configurable Async Processing: Reduce latency and timeouts when checking in large documents with asynchronous processing. Check-in occurs asynchronously when a document contains more than 200 doc elements, such as sections, clauses, and tokens in the Microsoft 365 document. Async check-in is enabled by default, but you can disable it to make all check-ins run synchronously.
Preserve Formatting When Inserting Clauses: Clauses now retain their defined indentation, line spacing, lists, fonts, and other rich text formatting defined in the clause library when inserted into a document. Previously, inserting clauses into a Microsoft 365 template and contract document caused the document styles to override the clause’s original formatting.
Review Redline Differences in a Comparison Document: Get full visibility of changes when reviewing contract versions. You can generate a comparison document that highlights added, edited, and deleted content relative to the base version. This enhancement makes it easier to understand changes introduced during redlining across contract document versions.
Reconcile More Data with Expanded Data True-Up Capacity: The Microsoft 365 Word Data True-Up feature now handles more than 200 field tokens and includes support for line item tokens, improving reconciliation across contract fields and detailed line item values. Data True-Up also supports reconciling data sourced from related records, such as quotes and opportunities.
Control Internal Reviewers Based on Users or Profiles: Contract authors can choose between a user-based or profile-based mode when initiating internal reviews. Prevent unintended edits and keep review activities focused on the appropriate participants.
Find Content in Sections and Clauses Faster: Contract authors can navigate large documents more easily with the new search field on the Sections and Standalone Clauses tabs of the Microsoft 365 add-in. The search results update with each keystroke and show only matching items in the panel, helping you locate the right content quickly without manual scrolling. Search also expands collapsed sections when it finds relevant results.
Assign Profile-Based Access for Sections: Control who can update sensitive content, including token values, by limiting section-level access to specific profiles. During template creation, the designer can select which profiles can edit a section for contract authoring and internal review.
Control Section Name Visibility When Inserting Content: Template designers and contract authors can choose whether a section name appears in the generated document. Previously, section name always appeared. They can now delete section names in the Microsoft 365 editor when they don’t want it to appear in the generated document. The section name remains visible under the Section tab in the Microsoft 365 add-in panel to manage section content.
Migrate Templates Across Salesforce Environments: Move Microsoft 365 document templates between Salesforce orgs while preserving clause references and section-level access controls. For example, move templates from a sandbox to a production org. This process helps maintain template integrity across orgs and environments. Before migrating templates, use a data migration tool to transfer the clause records, clause versions, and profile data to the target org. After you migrate the template, the built-in key mapping aligns the clause and profile references with the corresponding clause records in the target org.
Improve Document Accuracy with Advanced Data True-Up Enhancements: Data True-Up token processing now supports nested object structures and reference fields up to one level, including related objects, such as opportunities and quotes. You can pull token values from related records rather than only from contracts, improving reconciliation accuracy for complex data. Support for reference fields on custom objects also helps keep contract data aligned with information stored across your data model.
Transform Context Data Before Generating Documents: Generate documents with clean, standardized, and business-ready data content by transforming the context data using the sample Apex plug-in. Run the Apex plug-in after context hydration to adjust formatting, grouping, string manipulation, token value changes, and other lightweight changes to meet business needs. This capability enables advanced transformation logic for scenarios that filtering alone can’t address. For example, transform flat line items into a bundle with child products so that the document shows each bundle with its related components. You can also group line items by category or region so that the document presents organized sections with related items together. Document Generation in the Omnistudio managed package doesn’t support this Apex plug-in.
Filter Context Data for Document Generation: Apply a context filter in the template designer so that generated documents include only the data that meets your criteria. Select from predefined filters that support up to 5 conditions to fetch precise and relevant data from your context definitions. Adding a filter at design time avoids extra inputs, reduces errors, and delivers consistent and high-quality document output. For example, filter order items to include only products priced above a certain threshold, and sort them by quantity so that the generated document highlights the most relevant items. Document Generation in the Omnistudio managed package doesn’t support Context Service.
Manage Preview Document Storage in Omniscripts: Document reviews often involve regenerating the preview several times, resulting in multiple stored files and increased storage consumption. You can now easily discard intermediate previews by clicking the delete icon in Omniscripts to keep only the final version, reducing costs and achieving storage organization.
Generate Larger Documents with Expanded File Size Support: Scale document generation to support larger outputs, generating single PDF, DOCX, or PPTX files up to 200 MB. This enhancement enables high-volume, media-rich, and evidence-heavy use cases and helps you generate complete documents in one pass without splitting content or assembling files outside Salesforce.
Preview Documents by Using Hybrid Setting Across Contracts and Omniscripts: The PDF document previewer provides secure in-browser previewing when you configure Salesforce file upload and download security settings. The PDF previewer now works with the hybrid file handling setting instead of relying only on the execute-in-browser option. The hybrid file handling setting improves preview consistency across browsers and Experience Cloud sites.
Change the Order of the Payment Methods for Your SFRA Storefront: Arrange the sequence of payment methods in Business Manager so that shoppers see your preferred options first. Organize Checkout and Express Checkout payment methods for your payment zones. This feature replaces the previous static list.
Manage Express Payment Visibility Across Your SFRA Storefront: Control where express payment buttons appear on your SFRA storefront using toggles in Business Manager. You can now enable or disable express payment components for the Checkout, Cart, Mini-Cart, and Product Detail pages without modifying code.
Manage Agentforce Energy & Utilities Features in One Place: With Salesforce Go, you can discover, set up, configure, and track Agentforce Energy & Utilities features, all from a single location in Setup. Learn more about features and get help with configuration by accessing content resources and links. Explore more Agentfoce Energy & Utilities products and features, and if you’ve turned on the Your Account app, you can purchase add-on licenses for some features directly from Salesforce Go.
Salesforce for Slack Integrations: Use Slack and Salesforce together to connect with customers, track progress, collaborate seamlessly, and deliver team success from anywhere.
Lightning Design System: The Salesforce Lightning Design System (SLDS) includes the resources to create user interfaces consistent with Salesforce Lightning principles, design language, and best practices.
Use Dark Mode in More Editions (Beta): You can now enable dark mode for Salesforce Lightning Design System 2 (SLDS 2) themes in Free Suite, Pro Suite, Professional, Enterprise, and Developer edition orgs. Previously, dark mode was available only for Salesforce Starter Suite orgs. Dark mode shows light-colored text and visual elements on a dark background, which lays the foundation for richer theming opportunities and more customization of Lightning base components. With dark mode enabled, your users can select an appearance that reduces eye strain in low-light conditions and enhances readability.
Draft Comprehensive Service Plans with Expanded Data Access: Service Assistant now drafts all service plans based on the permissions of the ServicePlanner User (the digital agent), rather than the individual service rep. This ensures that every service plan contains the most detailed information, regardless of an individual rep's field-level access or sharing rules.
Add More Context to Service Plans with Messaging Session and Voice Call Record Grounding: Enhance the accuracy and details of service plans by grounding Service Assistant in Messaging Session and Voice Call records. When these records are attached to a case, Service Assistant analyzes the transcripts to create a case summary that summarizes what took place in the conversation and drafts a service plan that continues from where the conversation ended. The grounding process boosts rep productivity by ensuring the service plan continues exactly from where the prior interaction left off and avoids repeating steps and manual context gathering.
Draft Service Plans in Service Rep's Preferred Language: Have service reps work Cases faster using service plans that are translated into their preferred language. When service reps draft a service plan, the plan is generated in your company’s preferred language. Additionally, when have Real-Time Translations enabled, the service plan is then translated into the service rep's preferred language.
Control Access to Layers and Folders in Salesforce Maps: Folder permissions are centralized to make sure access control is consistent. Salesforce Maps automatically hides layers within restricted folders from search results, Recents lists, and Plot on Load. Also, new capacity limits are in place to optimize performance and to make sure that users only interact with authorized data.
Tableau: Use Tableau to analyze, explore, and make decisions on your data with just a few clicks. Create engaging visualizations and embed them in your Lightning pages to use them in your workflows. Tableau has enterprise analytics platform solutions for deep data exploration.
Platform Development Tools: Build applications collaboratively and deliver continuously with Salesforce Developer Experience (DX), the open and integrated experience for custom app development on Salesforce.
Agentforce Conversation Client (ACC): Agentforce Conversation Client (ACC) provides the necessary front-end infrastructure to bridge the gap between raw AI data and a fully functional, interactive user experience for employee agents within Salesforce Lightning and external web applications.
Agentforce DX: Create, preview, and test agents directly in a Salesforce DX project with Agentforce DX’s pro-code tools, such as Salesforce CLI and VS Code.
Salesforce CLI: Use Salesforce CLI to create environments for development and testing, synchronize source code, run tests, and control your application lifecycle.
New CLI Commands That Support Vibe Coding: When you vibe code apps and agents with Agentforce Vibes, it completes some of its tasks with Salesforce CLI commands. You can also run these commands yourself at the terminal or command prompt.
Agentforce Vibes IDE: Agentforce Vibes IDE is a web-based integrated development environment that has all the power and flexibility of Visual Studio Code, Salesforce Extensions for VS Code, and Salesforce CLI in your web browser.
Download Agentforce Vibes Usage Data as a CSV File: Now you can export key Agentforce Vibes metrics for your orgs over the last 30 days as a CSV file. Previously, Vibes usage data wasn’t available to view.
Salesforce DX MCP Server: The Salesforce DX MCP Server is a specialized Model Context Protocol (MCP) implementation designed to facilitate interaction between LLMs and Salesforce orgs. Use the DX MCP Server and its tools to enter natural language prompts in your IDE to execute standard DX tasks, such as syncing metadata, running Apex and agent tests, and creating scratch orgs.
Agentforce Vibes Extension: Agentforce Vibes Extension is an AI-powered developer tool that’s available as a Visual Studio Code extension in VS Code desktop and Agentforce Vibes IDE. Agentforce Vibes Extension is built with the SFR model, a secure and custom AI model from Salesforce.
Salesforce Extensions for Visual Studio Code: The Salesforce Extension pack includes tools for developing on the Salesforce platform in the lightweight, extensible VS Code editor. These tools provide features for working with development orgs (scratch orgs, sandboxes, and DE orgs), Apex, Lightning web components, Aura components, and Visualforce.
Trade Promotion Management: Get better visibility of financial metrics throughout promotion planning and execution phases by writing back accrual amounts into tactic funds. Enhance engine capabilities by supporting accrual calculations for tiered tactics and growth programs. Help centralize data for advanced sales and promotion analysis by integrating Trade Promotion Management data with Data 360.
Get Accurate Financials for Tier Tactics and Growth Programs: Key account managers (KAMs) can calculate accruals for tier tactics and growth programs. Accrual calculations for tier tactics provide KAMs with an accurate picture of liabilities throughout the entire promotional lifecycle.
Get Accrual Data Directly in Tactic Funds: Configure the write-back of accrual amounts into tactic funds. The aggregated accrual output is updated in the tactic fund to inform the key account manager of what the current accrued liabilities and other financial metrics are.
Choose Which Promotion Fields to Show in a Customer Business Plan: Show only the relevant fields on the Promotions tab to help key account managers focus on the data they need to analyze a promotion or hide the page entirely. The account manager can select a promotion link to go to the promotion’s page. Translate the field labels in any Salesforce-supported language.
Integrate Trade Promotion Management Data with Data 360 for Enhanced Insights: Enhance visibility into Trade Promotion Management (TPM) writeback KPIs in Data 360 by centralizing your data. Get a comprehensive view of product sales, promotion impact, and business trends by analyzing TPM data alongside external B2B and B2C data. Easily access and validate the writeback KPI data within Data 360.
New and Changed Objects in Trade Promotion Management: Do more with the new and changed Trade Promotion Management objects. Changes span across areas such as fields, page layouts, and picklist values related to configuring Promotion tab for Customer Business Plans and other features.
Configure Trade Calendar and Account Plan Views with Smart UI Enhancements: Give your key account managers a more focused user experience by customizing the promotion phases that appear in the trade calendar and account plan views based on their sales organization. Meet specific market needs and business requirements by defining the type of product selection available for each sales organization.
Transaction Management: Manage complex deal structures easily by creating multiple ramp schedule groups, and amend ramped and nonramped assets in a single transaction. Set up quote line import effortlessly in multicurrency orgs, and automatically populate records related to imported quote lines. Handle transactions easily with advanced filtering, automated and persistent line sorting, and faster instant pricing. Process amendment, renewal, or cancellation transactions before the start date of an existing future-dated order.
Enrich Navigation by Using Advanced Filtering: Your sales reps and partners can now filter all quote and order lines including ramped lines, errored lines, and unconfigured lines by using predefined filters. They can also create advanced filters to target specific fields, operators, and values. They can manage complex transactions easily by applying filters across all groups or selected groups.
Autopopulate Default Child Lines and Attributes During Quote Line Import: Speed up quoting and improve accuracy by using the new Data Processing Engine definition to autopopulate default records related to imported quote lines. When users import quote lines from CSV files, the import process populates default child lines for bundled products, and default quote line item attributes and their values. Users can also import static product bundles and products with static attributes.
Automate Consistent Line Item Sequencing on Quotes and Orders (Pilot): Sales reps can control how line items show up on quotes and orders by introducing an automated and persistent sort order. Line items now appear in the sequence in which they're added. Automatic Line Item Sequencing (pilot) maintains item order when converting a quote to an order, and resolves the unpredictable item order shuffling that previously occurred in processing. Sales reps can also manually reorder items, providing the reliable sequencing needed to adjust the order of items to meet specific business needs.
Manage Complex Deals and Amendments by Using Multiple Ramp Schedule Groups: Enable your users to create and manage multiple, independent ramp schedule groups on a single quote or order to handle complex deal structures. Users can also amend non-ramped and ramped assets—including ramped assets with different asset state period dates—in a single transaction. Sales reps can perform complex actions, such as “rip and replace,” to remove assets and add new ones in a single transaction.
Show Precise Discounts in the Price Waterfall: Show your sales reps discount percentages and amount adjustments in the price waterfall with the correct decimal precision. Percentage discounts show up to two decimal places, and amount adjustments follow the currency scale. Help sales reps understand discount values accurately and remove the confusion caused by rounded percentages.
Modify Upcoming Orders with Future-Dated Amendments: Edit any order that has a future start date to reflect customer-requested changes. Save sales reps time and effort used in the previous method that recorded the changes as a cancellation and new product sale. Your sales team can now perform all transaction amendment types, including adding, swapping, upgrades, or product quantity changes to orders with future start dates. Keep customer orders up-to-date and accurate.
Restrict User Access to Sensitive Data When Pricing Quotes and Orders: Give your users the ability to price quotes and orders even when they don’t have access to underlying sensitive data required for pricing. Enhance security and limit the access to sensitive data, such as product costs.
Save Time by Setting Instant Pricing to Active by Default: Instant Pricing provides users the ability to recalculate prices immediately when they edit a line, instead of only upon saving the transaction. Simplify transaction management by turning on Instant Pricing by default on quote and order pages. Users can turn off Instant Pricing if needed.
Set Up Quote Line Import Easily When Multiple Currencies Are Enabled: Quickly configure quote line imports by using the new prebuilt Data Processing Engine definition template when your Salesforce org uses multiple currencies. This template reduces the manual setup steps previously required to add and map currency fields.
Track Product Swap, Upgrade, and Downgrade Amendments: Make sure that transactions are transparent and accurately track the intent of every sale change. Agentforce Revenue Management now natively supports Swaps, Upgrades, and Downgrades as distinct amendment types, which boosts the efficiency of your sales reps. New connections among the related quote line items, order items, and asset actions make sure that these transactions are recognizable and auditable. Sales reps save time and effort used in the previous method that simply recorded them as a cancellation and new product sale.
Manage IT Assets by Using a Service Request Workflow: Streamline IT Asset Management by transitioning the process of provisioning IT requests from a generic Case record to a dedicated Service Request workflow. Standardize the lifecycle for hardware refresh and reclaim tasks, and provide purpose-built structures for fulfillment, SLAs, and assignment hierarchies. By separating demand generation from general support, you gain superior operational visibility and more accurate performance metrics.
Personalized Trust Is Now Salesforce My Trust Center (Beta): Salesforce My Trust Center (beta) provides authenticated access to service health information tailored to your specific Salesforce products and services. Based on customer feedback, the renamed Salesforce My Trust Center (beta) has been improved. Subscribe to notifications, access 1 year of extended incident and maintenance history with enhanced navigation, and view details on org location and MyDomain information. Also, the public Status site now supports Heroku and Spiff.
Tableau Next: Tableau Next integrates the #1 analytics platform with Agentforce context-aware AI and the Data Cloud semantic layer that unifies business knowledge across your organization. Build and deliver personalized, contextual, and actionable insights for every user, backed by Salesforce enterprise-grade performance, security, and scalability.
Brand Your Tableau Next Dashboards with the New Image Widget: Create professional, branded dashboards by adding images, such as company logos and user profile pictures with the Image widget. Upload files directly from your computer to make your data more recognizable and relatable for your stakeholders.
Use Agent Scoping to Support Contextless Questions in Concierge: Admins in Tableau Next can define a secure, approved list of semantic models for each analytics agent that uses the pre-built Data Analysis subagent to power the Concierge: Analytics Q&A experience. Analysts can view the approved list of semantic models for an agent, but can't modify the list.
New Features for Agentforce for Analytics: Get proactive insights, ask questions about your data, and accelerate data preparation with Agentforce for Analytics in Tableau Next.
Use the C360 Semantic Data Model in Each of Your Data Spaces: On the updated Setup page, view all of your available data spaces, and install a distinct version of the C360 Semantic Model in any of them. With more than one data space, you can segregate your data, metadata, and processes into categories, such as brand, region, or department, and then enable users to see and work with data specific to their category. Previously, you could only add the C360 Semantic Model in the default data space.
Visually Identify Your Workspace Assets with Card View: Content creators who manage complex workspaces with many assets can now rely on card view thumbnails for better visual guidance. The card view displays a thumbnail on each card for dashboards and visualizations that you previously opened. Card view lets you easily choose the correct asset, improving efficiency and the overall authoring experience.
Concierge Supports Multiple Semantic Models in Dashboards: In a Tableau Next dashboard with multiple semantic models, asking questions in Concierge semantically matches the utterance to the most suitable semantic model. When you are editing a dashboard, you can search for data and metrics from multiple semantic models marked as ready for use with Concierge.
Concierge: Analytics Q&A Enhanced to Use Single Path for Questions: When you ask a question using Concierge anywhere in Tableau Next, the analytics agent will now route all questions through the semantic query path to provide a single, consistent decision engine. This change enables higher accuracy and reliability for all Concierge responses.
New Features for Tableau Next Visualizations and Dashboards: Compose visualizations and dashboards with world-class analysis tools. Explore data and surface insights that you can act on by building visualizations on related data in your workspace to draw conclusions and make business decisions. Take data visualization to the next level with dashboards, where you can add interactivity, enhance data exploration, and provide a clear overview of the critical information that you need in one place.
Extend Dashboard Capabilities with Custom Lightning Web Components: Create insights and action by transforming data visualizations into operational tools that update external systems directly from the dashboard. Use custom components to facilitate complex tasks, such as restock requests that sync immediately with your back-end databases. Because these extensions inherit global dashboard styling and respond to filter updates, they provide a cohesive and native user experience.
Get Customized and Interactive Dashboards with Parameter Actions: Transform static charts into powerful navigation tools that drive your dashboard's context. For example, map a visualization to a parameter to update associated widgets automatically when selecting a data point. Instead of navigating multiple dashboard pages with specific views, you’re now able to explore insights faster through a single, click-driven interface.
Simplify Dashboard Designs with the Filter and Parameter Widget: Create interactive dashboards with the versatile filter and parameter widgets that focus on your analytical goals. Use the properties panel to select how your filter or parameter widget appears, such as a list, toggle, or input box. This flexibility enables you to change the visual layout at any time without recreating your work. You can now build more interactive dashboards that help your users explore data and model different scenarios with ease.
Model Custom Variables with Parameter Inputs: Drive scenario modeling by testing custom variables through manual parameter inputs. Parameter widgets now support text, number, and date entries, enabling you to see how dependent dashboard calculations respond to specific hypothetical values. Previously, users were limited to selecting from existing data, but now you can apply manual entries to model your financial or operational outcomes.
Personalize User Experiences with Dynamic Default Values: Customize dashboards, metrics, and visualizations by setting dynamic default values. Use filters and calculated fields to automatically filter views to your preferred view, such as region or industry, the moment you open a dashboard. This update streamlines workflows by presenting the most relevant data immediately, eliminating the need for manual filtering or extra clicks.
Install New Dashboard Templates to Prioritize Sales Opportunities or Optimize Your Service Agent: Get instant insights with new Tableau Next Marketplace dashboard templates tailored to your Sales Insights and Service Analytics Agent data. Installing the Sales Leaderboard dashboard gives you a comprehensive overview of your sales pipeline. Install Service Agent Analytics dashboard to gain instant visibility into your service agent performance. You can quickly prioritize opportunities to target for immediate action or optimize your agent for better quality.
Boost Query Performance for External Data with Data Acceleration: Improve the speed and reliability of external Data Lake Objects by using data caching to store frequently accessed information. Data acceleration acts as a high-speed local accelerator for federated data, copying it into a temporary cache to process it with minimal latency. Select between full or incremental refreshes to keep your data current and ready for high-demand querying.
Stay Informed with Inspector Proactive Data Alerts for Tableau Next in Slack (Beta): Slack is where it all happens. And now you can receive alerts with insights about your Tableau Next metrics right in Slack. For example, ask Agentforce to alert you when a metric reaches its goal. After you set up Agentforce in Slack, your data alerts are sent to you in Slack.
Locate Data Tables Quickly with Enhanced Connection Search: Find specific schemas and tables within a data source by using keyword searches. Search results maintain their folder hierarchy and automatically expand parent schemas to provide immediate context for your data. This search capability eliminates manual scrolling in high-volume data environments and makes sure that you can access every available table instantly.
Get Your Data Connections with the Tableau Next Connector Catalog: Create and manage your library of data connectors with the new Connector Catalog. This feature provides a view of all supported connectors, including Snowflake, and Google BigQuery, alongside their specific connection features. Easily identify which connectors have existing active connections and maintain a cleaner data environment.
Update Existing Data Lake Objects Directly in Your Workspace: You can now manage data visibility and system speed in your workspace. This update supports actions such as reassigning data sources to different data spaces and renaming fields that align with business terminology. Also, you can improve data performance by setting custom refresh intervals and acceleration for faster data retrieval.
Upload Excel Files Directly to Your Tableau Next Workspace (Generally Available): Expand your data exploration by bringing local Excel files into your workspace to create native Data Cloud assets without complex integrations. You can upload files up to 100 MB and 500 columns, enabling you to build custom datasets for high-level analysis.
Use the Data Interpreter to Move Data from Upload to Insights (Beta): The Data Interpreter for Tableau Next automates the cleaning of unformatted Excel files. It identifies and resolves common spreadsheet issues such as multi-row headers, merged cells, and rows containing titles or notes. The Data Interpreter’s transforms formatting issues without requiring manual edits to the original file.
Scale Data Ingestion with Enhanced Large File Support: You can now handle large-scale data imports more efficiently with increased file limits. The maximum file size is now 2 GB with 100 columns for CSV files, and 100 MB with 500 columns for XLSX files. These expanded limits apply to file uploads from your local machine, enabling you to import massive and complex datasets without external data preparation tools.
New Features for Data in Tableau Next: Bring in data from any source and inspect it to ensure data integrity. Create a single source of truth for reliable, governed, reusable models, and streamlined data management.
Monitor Your Data Objects and Connections in Tableau Next (Beta): From Tableau Next Data Monitor, review and track your data lake objects (DLOs) and connections that are referenced by your workspaces. Understand detailed information about your data objects and data connections, including status and source workspace. You can also open each asset directly from the monitor.
Refresh Tableau Next Data with Excel and CSV File Updates: Maintain a single source of truth by replacing existing data with updated Excel and CSV files. Use the same upload interface to support Excel files up to 10 MB and CSV files up to 100 MB. This process preserves your established data structures while enabling you to work with the latest records available.
Narrow Your Tableau Next Search Results with the Data Space Filter: When you add an asset to your Tableau Next workspace, filter by data space to quickly narrow search results for data objects and semantic data models (SDMs). You can now focus on the most relevant content from a specific data space. Also, the asset picker panel is larger so you can view more records at one time.
Track and Expand Asset Reach with Enhanced Sharing Tools: Identify which stakeholders have access to specific assets like marketing campaign dashboards at a glance. By integrating sharing management into the detail panel, you can verify your audience and instantly share content with additional colleagues.
New Features for Tableau Next Development: Manage External Client Apps for authentication directly from Tableau Next. Embed the AnalyticsAgent to generate natural language insights, visualizations, and proactive alerts in your external apps. Use the Tableau Next ISV/Developer guide to learn about developer solutions, including tools, packaging, and development orgs.
New Features for Exploration and Action with Tableau Next: Explore and refine metrics to show you the insights most relevant for your work, and stay on track by setting metric goals. Launch integrated flows and actions in Salesforce. And take it all on the road with Tableau Next Mobile.
Tableau Next Features Released by Month: Tableau Next features and changes are released as often as monthly, so check back again soon for the latest solutions.
Use New Behaviors in Some Tableau Semantics Functions: Now certain DATE functions, if given invalid input, return a query failure rather than attempt to fix incorrect logic or return Null. This change ensures data integrity and closer alignment with Data 360 and improves performance. Check existing content to see if you must take action.
Generate Answers Directly from Tableau Next with MCP Server: Bring analytics and secure data to any MCP-compliant AI client, transforming your data into actionable insights. Seamlessly leverage Tableau Next’s governed analytics, metadata, and semantic models within your AI ecosystem.
Start Your Tableau Next Developer Journey: Get started on your custom Tableau Next implementations with the new Tableau Next ISV/Developer Guide. This resource details setting up developer environments, deploying assets, and covers all available developer tools for Tableau Next.
Tableau Next Highlights: Don’t miss any Tableau Next features. Recap or dive deeper into the Winter ’26 features and learning opportunities.
Explore Metrics and Insights With and Without Agentforce for Analytics: Go from data to insights to action faster than ever in Tableau Next. When you follow metrics, those metrics and their associated insights become available in the metric details page and dashboards. Use filters and breakdowns to focus your view of the data. When Agentforce for Analytics is enabled, you can explore further by asking questions using Concierge: Analytics Q&A.
Accelerate Your Insights with Metrics Templates in the Marketplace (Beta): Tableau Next Marketplace metric templates are pre-configured KPIs for sales, service, or Customer 360 data. They install the semantic models and calculated fields necessary to support the metrics, providing you with instant insights. For example, with the Service Insights metrics template, which installs the Service Insights semantic model, you get metrics with KPIs for average wait time, average time to close, cost to serve, and so on.
Unlock Account Growth or Service-Risk Insights with New Tableau Next Metric Templates (Beta): Get a quicker start with pre-built composite metric templates for the Sales Insights and Service Analytics Agent semantic models. Installing these metrics provides instant insights into your account growth readiness and service-risk adjusted win scores. You can quickly prioritize account action, assessing which accounts have full-funnel readiness or identifying ideal expansion targets based on a combination of strong win rates and low service escalations.
Add Multiple Assets to Your Workspace at Once: Save time and steps by adding multiple assets to your workspace or when creating an asset from multiple elements, such as for a semantic data model (SDM). You can now select all necessary data lake objects (DLOs) and data model objects (DMOs) at the same time and immediately land in the builder with all of them selected.
Get Guided Help to Kickstart Your New Workspace: Your first experience adding assets to a new workspace is now simpler with guided steps on the landing page. The revamped page suggests options for adding different asset types and features the new asset picker. This streamlined process allows you to either create an asset or add an existing one immediately, which improves guidance for new creators.
Reuse Widgets Across Tableau Next Dashboards and Workspaces: Accelerate dashboard creation and maintain design consistency by using the familiar shortcuts to copy and paste widgets across different pages and workspaces. You're now able to transfer the widget's specific formatting and style, while ensuring visual standards are consistent across your dashboards.
Use Salesforce Go to Streamline Setup for Tableau Next with Slack: Use Salesforce Go to start collaborating with Slack and Tableau Next even faster. Admins can follow the prompts in Salesforce Go to start using Tableau Next with Slack, so users can start collaborating with Tableau Next metrics right where they’re working in Slack.
Embed the Analytics and Visualization Agent in Your External Apps: Use the AnalyticsAgent component in the Tableau Next Embedding SDK to embed the Analytics and Visualization Agent in your third-party web apps. This agent helps your users see and understand data with conversational analytics. The agent generates natural language insights, visualizations, and proactive alerts in your flow of work. For example, a customer service agent working in an external help desk system can ask, “Show me the average handle time for escalated cases this month,” and receive an immediate chart without leaving the app.
Manage External Client Apps Directly in Tableau Next: Create and manage External Client Apps (ECA) directly in the flow of your Tableau Next work. Reduce workflow friction by managing the authentication settings necessary for external embedding without leaving your Tableau Next admin flow. For example, quickly generate and copy a new client secret needed to embed a dashboard into your third-party app.
Jumpstart Semantic Model Creation with Marketplace Templates: Tableau Next Marketplace semantic model templates provide a faster way to create models for insights. These pre-configured templates include mapped data, data model objects, relationships, metrics, and calculated fields. Select from templates focused on your sales, service, or Customer 360 data to quickly generate insights.
New Features for Semantics in Tableau Next: Tableau Semantics, the the AI-powered semantic layer, maps your raw data to business-friendly terms and logic, the key to building reusable models and metrics that provide contextual, consistent, trusted insights.
Create Semantic Models Faster with Auto-Generation (Beta): Use Data Pro to turn your business logic into a ready-to-use semantic model. Describe your analytics goals in natural language, and Data Pro automatically uses data from your workspace to create the structure you need, including data objects, relationships, and calculated fields for your metrics. Skip the manual mapping and get a model you can review and refine in minutes.
Refine Agent Accuracy with More Business Preferences: You can now add up to 50 business preferences to your semantic model. This gives you more flexibility to define your organization's unique terminology and data logic. While this increase from 20 allows for more granular guidance, remember that preferences add tokens to the agent's prompt. Because larger prompts can increase response times, we recommend prioritizing concise, high-value instructions to minimize latency.
Build and Navigate Complex Models With the Improved Semantic Builder Canvas: Build and manage your data models more efficiently with a modern, flexible authoring canvas. Focus on the logic of your data modeling rather than manual screen adjustments. Existing layouts are preserved, so you can start working immediately.
Resolve Similar Meanings to Improve Agent Accuracy (Beta): Use AI to resolve overlapping data definitions and improve agent accuracy. The similarities feature in Semantic Model Optimization (Beta) identifies synonyms, acronyms, and semantic overlaps to prevent ambiguity. For example, similarities can distinguish between Closed Won Deals Amount and Closed Won Deals Amount by Period, so agents don't misinterpret the data.
Manually Resize Table Columns for Better Readability: Optimize your table layout in Tableau Next by manually resizing columns. Expand columns with more content to reduce horizontal scrolling. Or narrow columns to eliminate excess whitespace and improve readability. For example, widen columns that contain product descriptions so you can scan details more easily.
Add Context to Your Metric by Using Thresholds: Create thresholds to give meaning to ranges of values for your metric. For example, create thresholds with custom labels such as "healthy," "at risk," and "critical," and assign colors to those ranges. When other users see that metric, they understand the context around the metric’s value. And you can use thresholds with goals, or you can use thresholds independently from goals.
Run Tableau Next with Unmetered Usage: New Tableau Next licenses offer unmetered use of certain analytics features, including most data queries and AI usage of Analytics agents. Unmetered usage does not consume credits. For example, when a logged-in user with the unmetered permission creates a dashboard, explores a metric, or asks data questions with Concierge, the usage is unmetered.
Perform Deeper Analysis with Finer Time Granularity: Uncover greater precision in analyzing data trends using hour, minute, and second levels from DateTime fields in Tableau Next. Analyze near real-time activity by using these fields in visualizations and tables to filter, sort, and aggregate data for deeper insights. Time values also appear in tooltips and on axes, making it easy to review exact timestamps. Previously, you could analyze time-based data only at the year, quarter, month, and day levels.
Navigate Levels of Detail Faster with Dimension Hierarchies: Explore data in Tableau Next efficiently with dimension hierarchies to move between high-level summaries and detailed breakdowns. Define hierarchies on related dimensions or date fields from a single data object or across multiple data objects in a semantic model. And include the hierarchy in visualizations or tables to roll up or drill down analysis more easily.
Forecast Trends in More Chart Types: Apply forecasting to any mark type in Tableau Next visualizations to review trends in your data. Select a forecasting model that best fits your data. Then compare projections for multiple segments of the same metric in a single chart or across related charts within one visualization. For greater control, decide how null values are handled and how much recent data to exclude, and preview changes dynamically to fine-tune results. Previously, you could apply forecasting only to line charts.
Reveal Patterns in Data Faster with Groups and Bins: Segment dimension values into meaningful groups to compare performance across segments without changing the underlying data. For example, categorize states into Top 10, Bottom 10, and others based on profit ratio to highlight leading and underperforming states at a glance. Bucket continuous measure values into evenly sized bins to understand how data is distributed within ranges. For example, create bins on Sales to build a histogram that shows how order values are spread across ranges and identifies which bins contain the most orders.
Analyze How Location Impacts Data with Point Maps: To evaluate how values vary across locations, plot latitude and longitude data in Tableau Next’s new map view. Uncover broader geographic trends by grouping or binning related data points. Or narrow your analysis to specific regions by applying filters in the map view.
Add Percent of Total Using Quick Table Calculations: Compare how segments contribute to an overall total in Tableau Next by adding percent of total in fewer clicks. Include this calculation in charts to quickly spot categories that stand out. Add percent of total to tables to review each value’s share alongside the total. For added insight without changing the view, apply percent of total to marks properties like tooltip or detail.
Track How Values Flow Across Stages with Sankey Charts: Analyze how values change across stages or categories as they move through a process or workflow with Sankey charts in Tableau Next. Compare the magnitude of flows between stages to identify which paths contribute the most and where values drop off and need attention. Visualize complex many-to-many relationships clearly, showing how multiple inputs distribute across different outcomes.
Highlight Data Patterns in Tables with Color Encoding: Add color to measure values or cell backgrounds in Tableau Next tables to focus on columns with key values, such as profit or sales. You can also apply a range of colors to measure values to make them easier to interpret. For example, color rows with higher profit ratio values in shades of green, while lower values shift toward red. To draw attention to values that meet specific criteria, combine color encoding with a calculated field. For example, pinpoint underperforming product categories by creating a calculated field that evaluates profitability and assign colors to rows based on the results.
Jumpstart Visualization Creation with Marketplace Templates: Tableau Next Marketplace visualization templates reduce your design lift and give you a quicker start creating your own insights. These out-of-the-box visualization templates provide pre-built insights into your Sales and Service data. You can monitor your case volume or keep an eye on your top open opportunities.
Simplify Asset Management in Tableau Next Workspaces: New visualizations, connections, or data models created from referenced assets automatically go into your current workspace. In Tableau Next, analytical assets created in one workspace can be referenced in another workspace. When you open a referenced asset, such as a visualization or semantic model, anything new you create from it is automatically placed in the workspace where you opened it. This new behavior adds assets in the workspace users expect them and simplifies asset management for authors.
Move Workspace Assets and Dependent Assets to Another Workspace: Easily move any asset in your workspace to another workspace to better manage content and permission requirements as your projects grow. The move action automatically includes the other member assets that the primary asset depends on. This simplifies the process of restructuring content to align with your team's changing needs.
New Features for Tableau Next Workspaces: A Tableau Next workspace organizes your data analysis and facilitates creating new analytical assets, cloning, and referencing assets from Data Cloud or other workspaces. Within workspaces, you have tools for data analysis, including data connections, a semantic model builder and metric creator, and visualization and dashboard builders to share findings with others. Live data connections ensure that your analyses stay up to date.
Generate Assets for Usage Products with Order Item Action: Use the Create or Update Asset From Order Item Action API to create assets for usage-based products. Create assets directly from order products, including products with grant binding and rate selection. This method correctly assetizes usage products, preserves binding relationships, and automatically applies the appropriate rates during asset creation.
Avoid Unexpected Charges by Monitoring Daily Usage and Overages: View your current usage and updated overages on your summaries throughout the billing period. Find the provisional balance on the Wallets page under your usage summary, which updates daily to reflect your current consumption and remaining balance. Help users make informed decisions about purchasing additional packs or commitments. Manage costs more efficiently by avoiding unexpected overage charges before invoice generation.
Save Quote and Order Rate Card Entries Automatically: Provide accurate and consistent usage pricing by generating rate card entries for quotes and orders whenever quotes are saved. The system captures catalog rates when the quote is saved, which prevents rate changes even if the catalog is updated later. This feature maintains stable pricing during quote reloads and also preserves backward compatibility.
Expedite Product Setup by Using Usage Product Validator: Verify cross-object configurations when you set up Usage and Rating objects on your product record pages. Eliminate manual navigation across multiple related records by making sure that critical issues are flagged early during setup.
Provide Customers Visibility into Their Wallet Balances: Improves self-service adoption by giving your customers access to real-time wallet balances and existing consumption records. The Billing Self-Service Portal template now includes a wallet page where users can access wallet details without additional configuration.
Usage Management: Improve the efficiency of your usage model by streamlining product setup using validation tools and automating asset creation for complex usage products. Enhance pricing consistency and accuracy through rate capture, proactively monitor daily usage and overages to mitigate unexpected charges, and expand real-time visibility into customer wallet balances within Experience Cloud sites.
Unified Catalog: Expedite fulfillment times for high-volume requests like password resets by using dedicated tracking and tailored workflows. Transfer complex Service Process packages, including all rules and flows, reliably between different orgs without manual fixes. Capture the most current and relevant inputs by directly updating service record attributes within the service design process. Control Service Process availability by using complex qualification logic that designers can easily build and deploy. Optimize your Service Process creation with improved attribute organization, support for more data types, and clearer display of record information. Equip service reps and internal request fulfillers to validate product eligibility for customers and employees by using the Check Product Eligibility Agentforce action.
Unified Knowledge Is Being Retired: Unified Knowledge is scheduled for retirement in Summer ’26. You can continue using it until then, but we recommend migrating to Data 360 connectors to ingest your external knowledge into Salesforce, helping Agentforce deliver accurate responses. Data 360 connectors offer many of the features that you love from Unified Knowledge, plus improved file size handling, enhanced innovation, and better data storage and pipeline capabilities. Currently, they support Agentforce grounding, and more functionalities will be added before the expected deprecation.
Update Instanced URLs in API Traffic (Release Update): 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 the enforcement to Winter ’27.
Upload Customer Site Data in Bulk: Automate data entry by enabling sales support staff to upload customer site data quickly by using a CSV file. You can upload site information, map the columns, and preview data before starting the full upload process. You can also add site data manually.
New Connect REST APIs: Improve data integrity and compliance with enhanced validation for usage-based products. Access detailed consumption insights for accurate billing and reporting.
Take Ownership of your Data Residency on Unified WhatsApp: Define the specific country or region where your WhatsApp data is stored at rest on Meta's side. By giving you control over data residency for each individual phone number, we help you meet your internal compliance and regulatory requirements.
Review De-Duplication Activity for Unified WhatsApp: New logic ensures that you contact the most recently added individual in a Unified WhatsApp channel, and new error codes explain why other duplicate individuals weren’t contacted. Previously, there wasn’t logic to choose an Individual, and there weren’t error codes to explain why we made the choice.
Vibe Coding: Use natural language prompts to build React apps, Lightning apps, and agents with Agentforce Vibes.
Integrate the Agentforce Conversation Client in React Applications: Integrate the Agentforce Conversation Client (ACC) directly into your React web applications using Agentforce Vibes to provide seamless conversational AI for employee use cases. This integration leverages the Lightning Out platform as a Lightning Web Component Interface (LWCI), allowing you to embed a branded conversational UI into non-LWC tech stacks without managing complex connectivity.
Build Agents Faster Using Agentforce Vibes: Use the Agentforce Vibes welcome page to jump-start your agent development. Explore a sample agent project or use natural language prompts to build your agent with Agentforce DX and Agent Script.
Develop Lightning Apps by Using Agentforce Vibes: Transform your ideas into custom Lightning apps that extend CRM workflows directly in Lightning Experience. Through conversations with Agentforce Vibes, build full Lightning apps complete with custom objects and fields, complex business logic, and dynamic UI components. Agentforce Vibes IDE and the Agentforce Vibes extension in VS Code are preloaded with Salesforce hosted MCP server connections and Salesforce skills that support all stages of Lightning app development.
Get High-Quality Metadata Using the Experts MCP Server (Beta): The Metadata Experts MCP Server is a Salesforce Platform-hosted solution that provides high-quality metadata. It enables governed, self-service access to expert intelligence for Agentforce Vibes, allowing LLM agents to safely execute metadata actions.
Develop React Apps with Agentforce Vibes and Salesforce Multi-Framework (Beta): Build, load, and deploy React apps on the Agentforce 360 Platform using Salesforce Multi-Framework. Vibe code enterprise-grade apps using natural language prompts while Agentforce Vibes handles scaffolding, metadata, and more in real time.
Brand and Add Images to Your React App with the Content Read-Only MCP Server (Beta): Use natural language prompts to apply a saved brand to your entire React app or to find and add images to individual app pages or sections. When you enable the Content Read-Only Model Context Protocol (MCP) server in your org and configure it in Agentforce Vibes Extension, Agentforce Vibes can use server tools to access published brands and images from Salesforce CMS.
Validate and Optimize Your React Apps for Production (Developer Preview): Check that your React apps meet quality standards with the validation framework in Agentforce Vibes. The validation framework runs a workflow against a set of validators for code quality, security, and accessibility. It returns a readiness score and quality grade to help you get your apps ready for production.
Develop Apps Directly from the Agentforce Vibes Welcome Page: With the new welcome page for Agentforce Vibes, it’s now easier to start building apps and agents using natural language inside a secure, context-aware IDE. Available as part of the Agentforce Vibes IDE and Agentforce Vibes extension, the welcome page helps you start building agents, Lightning Experience apps, and React apps on the Agentforce 360 Platform. Select your starting point, choose from several templates and sample apps, and ease into vibe coding.
Salesforce Voice with Telephony Providers: Explore the latest Salesforce Voice with Telephony Providers (formerly Service Cloud Voice) enhancements that empower reps and supervisors to more efficiently and effectively resolve customer issues over the phone.
Update Your United States AWS Billing Address for Accurate Emergency Calling Fees: As of March 1, 2025, AWS charges emergency calling fees for Amazon Connect based on the subaccount billing address. By default, Salesforce uses its own address for Service Cloud Voice with Amazon Connect customers with companies in the United States. To ensure correct charges and compliance with local regulations, update your AWS account to reflect your company’s address instead.
Manage Contact Center Groups and Queues in Bulk: Save time and reduce manual data entry when managing your contact center. Admins can now use the Bulk API to create contact center groups and queues in bulk. This enhancement improves admin efficiency, supports large contact centers, and enables more comprehensive data management.
Get the Latest Amazon Connect Contact Center Version 20.1: Update your contact center to version 20.1 to unlock the latest Service Cloud Voice features. This version automatically refreshes JSON Web Tokens (JWTs) every five minutes to ensure uninterrupted transcriptions during long calls and provides optimized resource management during stack updates. You also gain improved security updates and advanced health diagnostics for your contact center environment. To test the updates before they go live in production, deploy them to your sandbox first.
Get the Latest Enhancements for Your Amazon Connect Contact Center: Update your contact center to version 20.0 to unlock the latest Service Cloud Voice features. This version introduces a Lambda layer for running service health checks, and contact flows and subflows for voicemail drop. To test the updates before they go live in production, deploy them to your sandbox first.
Scale Your VoiceCall Object with More Custom Fields: For greater flexibility, the maximum number of custom fields for the standard VoiceCall object is increased to 300. This update improves data capacity and avoids the architectural complexity of creating custom objects or polling other standard objects to store voice-related data.
Get Actionable Error Messages for Failed Outbound Calls: When an outbound call fails to connect, reps now have descriptive and actionable error messages directly in the Omni-Channel widget, which helps them to take immediate corrective action. This feature improves rep productivity and helps increase successful call connection rates.
Minimize Abandoned Calls with Queued Callbacks for Omni-Channel Unified Routing: Respect customers’ time, save telephony minutes, and keep callers from abandoning their calls by giving them the option to request a callback without losing their place in a queue. When a rep accepts a contact request in Omni-Channel, an outbound call to the customer starts automatically. The initial inbound call, contact request, and outbound call are all linked for easy rep reference. This feature is available for contact centers using Omni-Channel Unified Routing.
Add Flexibility to Unified Routing Transfers by Routing Calls to a Flow: Simplify the decision process for your reps by configuring voice call transfers with Omni-Channel Flows. This Omni-Channel Unified Routing enhancement unlocks more dynamic routing capabilities, allowing you to use complex business logic and skill-based criteria within a flow to determine the next transfer target.
Open CTI Is Scheduled for Retirement: Open CTI is in maintenance mode and is scheduled for retirement on February 28, 2028. Effective immediately, Open CTI is deprecated and unavailable for newly created Agentforce Service orgs. We recommend transitioning your telephony integration to Service Cloud Voice to take advantage of the latest telephony innovations and native AI capabilities.
Voice: Explore enhancements to voice capabilities that support inbound service and proactive outbound engagement across your rep and AI workforce.
Track Your Telephony Models with New Salesforce Voice Names: As Service Cloud Voice becomes Salesforce Voice to take advantage of the latest AI innovations and capabilities, we are also renaming its underlying telephony models. We group these models as Salesforce Voice with Telephony Providers to distinguish them from our native Salesforce Voice. We have updated the name on the landing page, but updates to the UI and documentation are in progress. You still see the previous names in the app and documentation until we fully replace them. There's no setup required, and the updated names appear automatically as they roll out.
Route Voicemails and Desk Phone Calls with Unified Routing: Unified Routing now supports voicemails and desk phone calls. This feature reduces wait times, improves rep productivity, and provides an efficient Omni-Channel experience. You can use this feature only if your telephony provider supports it.
Link Voice Calls to Their Source Records Automatically: When you initiate an outbound call by using Click-to-Dial from a custom object, or a contact role on a Case or Opportunity, the resulting VoiceCall record now automatically establishes a lookup relationship to the source record. This change removes the need for manual linking and reduces the need for customization with Flows or Apex triggers. Previously, this automatic linking was available only for Account, Case, Contact, Lead, Opportunity, CollectionPlan, and ContactRequest records.
Use Voicemail Drop for Outbound Calls (Beta): When an outbound call reaches voicemail, you can disconnect the call to automatically leave your default pre-recorded message. While the system plays the message, you can move on to your next task immediately, increasing your productivity. You can record multiple messages and select one as your default.
Manage Volunteer Shifts with the Shift Capacity and Coverage Agent: Easily identify shifts that need sign-ups and find the right volunteers to fill them by using the Find Unfilled Shifts and Match Volunteers to Shifts custom actions with the Shift Capacity and Coverage Agentforce topic. The Find Unfilled Shifts action searches for shifts by open capacity, time range, and optionally by Volunteer Initiative or Job Position. The Match Volunteers to Shifts action matches volunteers to the shifts by time, location, and qualification requirements.
Clean Up Messaging Session List Views without Disrupting Conversation History (Beta): To manage wait-time SLAs and perform end-of-day queue cleanup, you can now manually end Enhanced messaging sessions from a list view. Previously, you had to end the entire conversation from the Messaging Session list view on a Messaging User’s profile, preventing future messaging sessions for that same messaging user from being stitched together in a conversation history.
Let Service Reps Edit Chat and Messaging Responses with AI: With Write with AI for Enhanced Chat and Messaging, service reps can instantly refine, expand, or shorten their messages to match your brand's tone, decreasing response time while improving the quality and consistency of customer interactions.
Salesforce Spring ’26 Release Notes: The Spring ’26 release helps companies to accelerate their journey to becoming an Agentic Enterprise by combining human expertise and AI agents — giving every team the insights, automation, and tools they need to deliver better customer experiences with confidence.
Test Archive Callouts in Apex with Mock HTTP Responses: Mock archive callouts in your Apex test classes to test Archive Apex functionality without making actual HTTP requests to the archive service. Previously, customers couldn't mock archive callouts, which prevented complete unit testing of Apex code that uses Archive Apex.
Manage Staged Data Before Archiving: View or clear records in the staging area before you create an archive policy. Generate a summary report to see what records you imported, grouped by object type. Clear the staging area to delete unarchived records and start over.
Complete Unarchive Operations When Owners Are Inactive: Complete unarchive operations even when the original record owner is inactive. Archive automatically assigns the record to the Integration User and retries the operation, eliminating manual reassignment steps.
Standard Facebook Messenger Channels to Stop Working in June: If you haven’t yet upgraded your Standard Facebook Messenger channels to enhanced channels, upgrade now to avoid a service interruption. These channels, which were retired on Feb. 14, 2026, will stop working during the week of June 1, 2026.
Drive Operational Efficiency with Mobile Insights (Beta): Mobile Insights provides visibility into technician engagement by tracking active usage against assigned licenses over time. Managers can use this data to identify low adoption rates in specific regions, or verify that the workforce has successfully migrated to the latest app version. Monitor app stability in the Telemetry tab by tracking crash-free session percentages and total session crashes across iOS and Android devices. This capability ensures your mobile strategy aligns with actual technician behavior, leading to more informed hardware and software investment decisions.
Standard SMS Channels to Stop Working in July: If you haven’t yet upgraded your Standard SMS channels to enhanced channels, upgrade now to avoid a service interruption. These channels, which were retired on Feb. 14, 2026, will stop working during the week of July 1, 2026.
Customize Images in ACC Web SDK Embedded Experiences: Developers can customize supported visual elements in the Agentforce Conversation Client (ACC) Web SDK with their own images. This update provides more branding flexibility when developers integrate Agentforce Employee Agent (AEA) conversational experiences into external web applications.
Open Links from ACC Web SDK Embedded Experiences in a New Browser Tab: Supported links in the Agentforce Conversation Client (ACC) Web SDK—such as hyperlinks with absolute or relative URLs—now open in a new browser tab. This update improves navigation for those links when developers integrate Agentforce Employee Agent (AEA) conversational experiences into external web applications.
Drive Faster Order Conversion from Samples: Convert sample requests into sales orders in a single click, reducing manual effort and accelerating fulfillment. Automatically map account details, shipping addresses, and product quantities from a Sample Request into a new Sales Order, eliminating intermediate steps. This streamlined process enables fulfillment teams to act quickly and move prospects from sampling to confirmed delivery more efficiently.
Simplify Manufacturing Setup with Salesforce Go: Discover Distributor Management capabilities and Tableau Next Apps on Salesforce Go, and leverage expanded configurability across all Manufacturing features for a tailored, one-stop setup experience. Access help content and setup resources to quickly learn features and complete configuration.
Account Manager: Check out the latest features and updates from B2C Commerce Account Manager.
Deprecated Roles Are Now Automatically Unassigned from Users: Following the deprecated role removal announcement in version 3.9, Account Manager has unassigned deprecated roles from users. To address any future assignment of deprecated roles, which no longer provide access to B2C services, Account Manager continually unassigns the roles from users within an organization at regular intervals. This behavior ensures that only current, supported roles remain active in your organization.
Download Account Manager Audit Log Events: When examining Account Manager audit logs in Log Center, you can now export the data in CSV format. Audit log events in Log Center were introduced in Account Manager 3.8, providing insight into changes to users, API clients, and organizations. Use filters and keyword searches to track specific field changes or action events within a selected time frame and then export the audit logs for further analysis or record-keeping.
Update API Integration to Use /dwsso/oauth2 Endpoint: The /dw/oauth2 endpoint is now deprecated in favor of the more performant /dwsso/oauth2 endpoint. Salesforce plans to remove the /dw/oauth2 endpoint in February 2027. Until February 2027, plan for incremental reductions in rate limits for the /dw/oauth2 endpoint. To avoid service disruption, update your API integrations, including redirects from /dw/oauth2, to use the /dwsso/oauth2 endpoint before February 2027.
Account Manager 3.9: This B2C Commerce Account Manager 3.9 release is available on June 3, 2026.
Account Manager 3.12: This B2C Commerce Account Manager release is available on August 26, 2026.
Account Manager Removes Deprecated Roles: Account Manager automatically removes deprecated roles from the system and unassigns them from all users. These roles no longer provide access to B2C Commerce services, and their removal doesn’t affect functionality or user access. The affected roles were first deprecated in Account Manager 1.46.0 and have been labeled as DEPRECATED in the user interface since Account Manager 3.7.
Account Manager 3.10: This B2C Commerce Account Manager release is available on July 1, 2026.
Limit API Clients to a Single Organization: In the 3.6 release, Account Manager began identifying shared API clients with indicators and warnings. Now, Account Manager enforces single-organization assignment for new API clients. For existing API clients, Account Manager prevents account administrators from adding more organizations. If you have existing API clients assigned to multiple organizations, consider migrating them to single-organization assignments. This practice improves security by reducing the risk of unintended cross-organization access.
Account Manager 3.11: This B2C Commerce Account Manager 3.11 release is available on July 29, 2026.
Action Plans: Increase the efficiency of your business processes with action plans. Enhance flexibility by editing tasks from the tasks list for action plans and action plan templates.
Migrate From Marketing Cloud Engagement or a Business Service Provider to Unified WhatsApp Faster: To reduce migration downtime from two or more days to under four hours, migrate your WhatsApp Business Account (WABA) to Unified WhatsApp first and elect to add your phone number later. Previously, you could only migrate your WABA with a phone number, which set in place a 1-2 day downtime before you could migrate templates.
Advanced Approvals: Improve approval workflows with Slack. Preview the dependency between approval steps for a submission. Invoke actions, such as Recall and Reassign Approval Work Item, by using Apex and autolaunched flows.
Customize and Automate Approval Actions with Flow and Apex: Bring more flexibility to your approvals by using invocable actions from autolaunched flows and Apex. For example, create an autolaunched flow to review approval work items, or use Apex triggers to cancel pending approvals when a related record is updated.
Preview Approval Step Dependencies for Your Submission: Show users the dependencies between approval steps. The preview window organizes the work items by their sequence order. This visibility also helps users estimate the approval timeline.
Keep Approvals Moving in Slack: Bring your approval workflows into Slack. Reviewers can approve or reject requests and add comments directly in Slack, and submitters receive real-time notifications when requests are submitted and reviewed. The Approval Trace component on the related record monitors the Slack actions, giving teams a clear view of work item status and history.
Changed Connect REST API in Advanced Approvals: Use the enhanced Preview Approval API to gain visibility into your business processes by previewing stage information and assignee details. Manage complex, multi-step approvals and task assignments.
Address Implementation Health Risks with Advisements (Beta): Advisements (Beta) delivers intelligent, org-specific recommendations to resolve implementation health issues before they cause critical incidents. Advisements include targeted findings, step-by-step remediation guidance, and automatic verification upon completion.
Accelerate Proactive Customer Outreach with Automated Outbound Calling: Reach customers before they call in by launching automated outbound voice calls directly from flows. Trigger appointment reminders, surveys, delivery updates, payment follow-ups, and AI-led service conversations without third-party tools or custom integrations. Configure caller ID, initiate calls instantly, and the caller’s next step through IVR prompts, customer input, Agentforce Service Agent conversations, or automatic call completion. Improve response rates and deliver more timely, personalized customer interactions while reducing manual calls. Strengthen service efficiency, lower inbound call volume, and build customer trust through consistent, automated engagement.
Automate Call Transfers to IVR Flows and External Numbers with Flow Actions: Optimize voice call routing and preserve customer context by executing Omni-Channel flows directly from active calls or inbound channels. Guide callers through automated IVR prompts, collect keypad inputs, and route interactions to queues, internal reps, or PSTN such as third-party specialists or Payment Card Industry Data Security Standard (PCI Pal). Reps can initiate warm or cold transfers to a flow or route calls automatically to an external number without their involvement.
Streamline IVR Flows with Variable-Based Media Selection: Build more flexible IVR journeys by allowing the Play Prompt node to fetch media assets based on real-time variable values. Whether you’re switching prompts for a specific marketing campaign or a local dialect, a single node can now handle multiple audio outcomes. This approach eliminates redundant branches, making your IVR flows easier to manage and scale across different customer segments.
Scale Global Communications with Expanded IVR Languages and Voice Profiles: Support callers in their local language with an expanded library of 11 new regional dialects - English (UK), German (Germany), French (France), Spanish (Spain), Italian (Italy), Dutch (Netherlands), Portuguese (EU), Japanese (Japan), Hindi (India), English (Australia), and Finnish (Finland). Access gender-based voice profiles and simplified configuration tools to deliver personalized text-to-speech interactions. Automated default profiles ensure that your callers always hear a natural voice, even if a specific profile isn't manually selected.
Build Stronger Customer Relationships with Last Support Rep Routing: Strengthen customer relationships by reconnecting callers with the last service rep they spoke with to preserve context, reduce repeat conversations. Also, offer a callback with the same rep if they’re unavailable. Improve first-call resolution and shorten handle times by routing inbound calls to the same rep using a flow. Deliver faster, more personalized support while reducing unnecessary effort for both customers and reps.
Manage Telephony Audio Directly in Salesforce: Simplify telephony administration by hosting .mp3 and .wav files in Salesforce for instant deployment to IVR prompts and queue announcements. Deliver a consistent caller experience across all routing flows with a unified repository that provides admins with real-time file validation.
Maintain Business Continuity with Effortless Voice Number Porting: Keep your established business identity by moving existing phone numbers directly into Salesforce. Submit a Letter of Authorization and required documentation to schedule your port-in for a specific date and time. This flexibility ensures your telephony setup aligns with your migration timeline without service interruptions.
Prioritize Urgent Customer Calls with SLA-Based Routing: Improve service-level performance by routing voice calls based on when they must be accepted. Configure acceptance due dates in a flow to prioritize urgent calls over older calls with later deadlines. Give supervisors greater visibility into calls approaching or breaching SLA targets through built-in backlog views and reporting. Increase response speed, strengthen customer satisfaction, and deliver more consistent service experiences by aligning routing with business priorities.
Enjoy Uninterrupted Calls with Automatic Session Restoration: Protect active conversations from accidental browser reloads and unexpected network blips. Service representatives regain their active calls, presence status, and softphone sessions without having to log back in. Previously, sudden drops required reps to manually re-authenticate, but now sessions restore in seconds to keep operations running smoothly
Boost First-Call Resolution by Transferring Outbound Calls: Deliver a seamless customer service experience by enabling reps to easily hand over outbound conversations. Service reps can move active outbound calls to supervisors or other departments using warm or cold transfers. Resolving inquiries in a single proactive session increases team efficiency and maintains a professional brand image.
Manage Number Leases with Detailed Usage Metrics: View usage-based entitlements for US and Canada voice number leases to manage your contact center operations more effectively. The Usage-Based Entitlements section in Company Information now reflects consumed numbers for both toll-free and long-code licenses after they’re linked to a voice channel. Use these insights to inform procurement timing and ensure that your contact center has the necessary resources to scale.
Enhance Voice Transcription Performance: Boost call transcription accuracy, support business-specific language needs, and reduce transcription latency by selecting a preferred speech-to-text model at the org level. Help support teams deliver seamless multilingual support and a more reliable service experience.
Evaluate Agent Assets Quickly With the Enhanced Details Page: Quickly decide if an agent asset meets your business needs with the enhanced details page. When you browse the AgentExchange marketplace on Agentforce Builder, get a clear view of what a subagent or action offers, the app it belongs to, and how it helps your agent.
Build and Publish Custom Flow Connectors on AgentExchange: Extend Flow to any external service by building custom connectors with MuleSoft Connector Builder. Salesforce customers can deploy a connector privately to their own org. AgentExchange partners can package a connector as a managed second-generation package (2GP), pass AgentExchange Security Review, and distribute or monetize it as a standalone listing on AgentExchange.
Add MCP Servers from Agentforce Registry Through an Integrated AgentExchange Experience: You can browse solutions featuring MCP servers on AgentExchange, explore detailed information about tools and resources, and install applications without custom development—all within your Agentforce workflow. This integration makes your agents more efficient by giving them access to external tools and resources that they need for your business. Before you install an application, view its details to see what tools and external resources are included. Once installed, your agents can access these external resources as part of their workflows.
Manage Agentforce Data Libraries with ADL Connect API (Beta): Agentforce Data Libraries (ADL) enhance the accuracy of AI features, such as Agentforce agents, by connecting them to your trusted data sources. With the release of ADL Connect API (Beta), customers can programmatically create and manage data libraries enabling developers to automate and integrate ADL provisioning directly into their workflows and applications.
ADL Connect API Is Generally Available: Agentforce Data Libraries (ADL) enhance the accuracy of AI features, such as Agentforce agents, by connecting them to your trusted data sources. With the release of ADL Connect API, customers can programmatically create and manage data libraries enabling developers to automate and integrate ADL provisioning directly into their workflows and applications. ADL Connect API was previously in Beta and is now generally available.
Assess Security Risk Scores for Third-Party MCP Servers: Check the risk score of third-party Model Context Protocol (MCP) servers during registration. Agentforce Registry conducts an automatic security scan that returns a Low, Medium, or High risk score. Use the risk score as a risk indicator of MCP servers.
Preview Custom Lightning Types in Agentforce Service Agents: Now you can validate your Agentforce Service agent’s custom responses in Agentforce Builder. Custom Lightning types (CLTs) are used to customize the UI for agent action inputs and outputs for a more branded, interactive experience. When you preview a conversation with a Service agent connected to Enhanced Chat v2, CLTs in agent actions render as your customers see them.
Agentforce Platform Enabled by Default in Winter ʼ27: In Winter ʼ27, we plan to turn on the Agentforce platform for all orgs with Agentforce access. New orgs will be enabled by default. We’ll remove the Agentforce setting from the Agentforce Agents page in Setup, so you can build, test, and deploy agents with one less step. The platform is provisioned at no additional cost and there are no changes to billing.
Prepare for Updated Model for AWS-Hosted Option in Agentforce: The AWS-Hosted option for Agentforce will use Anthropic Claude Haiku 4.5 on Amazon Bedrock later this month. It currently uses Claude Sonnet 4, which is in the Legacy state on Amazon Bedrock.
Customize Conversation Recommendations in Agentforce Builder: You can now customize conversation recommendations for Agentforce Employee agents in Canvas view, in addition to Script view. Conversation recommendations refer to both welcome recommendations, which appear on the welcome screen when the Agentforce panel opens, and recommendations that the agent suggests during a conversation. Use them to guide employees to your most relevant and frequently used actions.
Turn Every Search into Action with Agentforce Coworker (Beta): Agentforce Coworker is your autonomous AI teammate that immediately knows your business. It’s connected to Salesforce CRM and can connect to Slack and Data 360 objects, 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.
Turn Every Search into Action with Agentforce Coworker (Generally Available): Agentforce Coworker is generally available starting in August 2026. Your autonomous AI teammate immediately knows your business, is connected to Salesforce CRM, and can connect to Slack and Data 360 objects - all 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.
Take the Guesswork out of Agent Building with Improved AI Assistance (Beta): We’ve upgraded the embedded AI assistant in Agentforce Builder, so you can focus on what your agent should do instead of how to build it. It asks more targeted follow-up questions to understand your intent and shape a plan, then proposes and explains changes before applying them. When it makes changes, you can trust it to generate valid Agent Script. And when you use it for troubleshooting, it more accurately diagnoses issues and proposes more effective solutions.
Enhanced Logging for Agent Sessions: Introducing AiAgentSessionLog, a comprehensive logging data model that captures all notable events emitted during AI agent sessions. AiAgentSessionLog provides a unified way to track informational, warning, debug, and error-level events across your AI solutions. Analyze run-time behavior, troubleshoot failures, and trace issues across single-agent and multi-agent flows.
Edit Subagents in the Asset Library: You can now edit subagents directly in the Asset Library in Setup. Updating a subagent in the Asset Library doesn't impact current agents, which use a copy of the original subagent.
Agentforce for Manufacturing: Scale operations and increase productivity with Agentforce for Manufacturing. New AI-driven capabilities now support warranty claim management and partner sales assistance, helping agents automate routine tasks, reduce manual effort, and improve accuracy.
Select Gemini for Agentforce: Select Google Gemini for LLM requests in Agentforce. This option is an alternative to the existing Salesforce Default option, which uses OpenAI, and the AWS-Hosted option, which uses Anthropic. The Google Gemini option uses Gemini 3.5 Flash. Google Gemini is supported for agents built in the new Agentforce Builder only. Don't select Google Gemini if you have active agents created in the legacy Agentforce Builder.
Find the Right Grid Column Type with a Guided Browse Panel: When you click Add Column in Grid, a Browse Types panel opens with categories, descriptions, and a search bar to help you quickly select the best column type for your goal. The panel also surfaces context-aware suggestions based on your current worksheet.
Apply Agentforce Coworker's Personal Context to Grid Worksheet Rows: Turn a list of Salesforce records into a repeatable Agentforce Coworker workflow. Add Agent from the Add Column menu and describe the work you want done, such as “prepare these accounts for tomorrow’s meetings.” Agentforce Coworker reviews your relevant context, including account relationships, calendar information, and upcoming meetings. It then applies the instruction across your worksheet and writes a tailored result for each record, so you can review, compare, and act on the complete set in one place.
Send Records from List Views to Grid for AI Analysis: Send to Grid is an action now available on Salesforce list views. It sends your selected records directly into a new or existing Grid, with columns configured from your list view fields. From the Grid, you can add AI, formula, agent, and action columns to run bulk workflows on the data.
Read Agent Column Outputs as Formatted Text in Grid: The output preview for Agent columns in Agentforce Grid shows formatted text instead of raw JSON, so results are easier to read at a glance. A JSON tab is still available in the preview for cases where you want to inspect the raw output. Previously, Agent column previews showed raw JSON by default, requiring manual parsing to understand the results.
Access Agentforce Grid from Agentforce Studio: Agentforce Grid now has a second entry point inside the Agentforce Studio app, so you can find it right alongside the Testing Center and your other Agentforce building tools. Just select Grids from the tools panel. The original App Launcher entry point for Agentforce Grid still works, too.
Start Grid Workflows Faster with Reusable Templates: Grid Templates let builders save a fully configured Grid, including columns, prompts, queries, and logic, as a reusable starting point for others in the org. Browse the Template Library when creating a Grid, select a template, and start with columns already configured so you can add rows and run workflows immediately. Grids created from a template are independent copies; changes to the original Grid or the template don’t affect them.
Learn Agentforce Grid Basics Right from the All Grids Page: The All Grids page now surfaces Trailhead, Help, and Claude links so you always know where to go for help with getting started. Agentforce Grid gives you an open canvas for building AI-powered workflows, but an empty worksheet doesn't tell you what's possible. Now, a welcome section on the All Grids page offers getting-started resources every time you visit, so you can learn the basics before you start building.
Build an Agent Script-Powered Agent End to End with the Updated Implementation Guide: The Agentforce Implementation Guide is our most comprehensive, hands-on resource for building agents on the Salesforce Platform. We’ve updated the guide for the new Agentforce Builder in Agentforce Studio. Follow along to build a more deterministic agent with Agent Script and see the power of hybrid reasoning in action. Take advantage of new testing capabilities with the enhanced preview and debugging experience in Agentforce Builder and the new Agentforce Testing Center in Agentforce Studio. Plus, learn how to get the most out of your agent with an updated Observability guide. Complete the implementation guide to get a fully functional customer-facing agent that can answer customer questions, create and update cases, and escalate to a support rep.
Agentforce for HR Service: Streamline your HR operations with a library of prebuilt autonomous agents. Reduce administrative overhead by enabling employees to self-manage common HR tasks, such as payroll and profiles, while empowering managers to instantly handle leave approvals and performance goals.
Agentforce IT Service: Learn about the latest features from Agentforce IT Service, the conversation-first IT service solution. Resolve issues instantly with AI-driven automation to shift from manual ticketing to proactive service. Improve employee productivity by eliminating routine tasks and streamlining IT operations through Slack and Microsoft Teams. Maintain an audit-ready posture with IT compliance management that centralizes end-to-end governance. Gain total visibility over your hardware lifecycle to optimize IT costs from procurement to disposal. Lower operational costs and elevate the employee experience with a unified platform powered by Agentforce.
Create Agents in the New Builder Only: The New Agent button is no longer available in the legacy Agentforce Builder in Setup. You can now create agents in the new Agentforce Builder in Agentforce Studio only. This change doesn’t affect your existing agents in the legacy builder. You can continue to edit, activate, version, and otherwise manage them. We recommend upgrading your agent from the legacy builder to the new builder, which creates a version of your agent in the new builder. The new version includes all of the original agent’s subagents, actions, system messages and settings, data, and connections, converted to Agent Script.
Unlock Agent Interoperability with MCP for Agentforce: Empower your agents with capabilities across providers with Model Context Protocol (MCP) for Agentforce. MCP is an open standard for seamlessly connecting AI models to external systems. We’ve built an MCP client into Agentforce, so the complex, manual work of integrating systems–including API connectivity, authentication, and data access–is done for you. MCP for Agentforce and its suite of features makes it easy for you to register and manage MCP servers, create policies to govern agent behavior, and give your agents secure access to MCP server tools.
Register and Manage MCP Servers with Headless Tools: Deliver Headless 360 solutions for Model Context Protocol (MCP) for Agentforce. Bring your preferred headless development tools and frameworks to register external MCP servers and manage their allowlisted assets. Shift development from UI-driven interactions to agentic, customer-driven implementations.
Easily Resolve Out-of-Sync MCP Server Registrations: MCP server providers own their servers and can change server and tool settings at any time. Server-side changes make your current registration settings out of sync, which can adversely affect agents that rely on those MCP server tools. Agentforce now monitors and identifies these discrepancies. It flags a registered MCP server or tool as Out of Sync, and notifies an admin to take corrective action.
Add Tools from Salesforce-hosted MCP Servers to Your Agents: Agents can now use tools from MCP servers hosted on Salesforce. Authentication occurs in the context of the Salesforce user through an internal credential. Each agent calls the MCP tools with its own user's permissions. Previously, agents were able to get tools only from third-party MCP servers set up in the Agentforce Registry.
Proactively Monitor Agent Health: Agent Health Monitoring detects silent agent failures—like spiking error rates or high latency—in near-real time across your AI agents. Create alerts for standard or custom metrics, then get notified when thresholds are breached. Use session traces to debug conversation flows and identify root causes. Address issues quickly so you can mitigate customer impact.
Orchestrate Other Agents (Beta): Extend your agent’s capabilities with Multi-Agent Orchestration for Agentforce (Beta). Connect your Agentforce agent with other specialized Agentforce agents in your Salesforce org. Together they can collaborate seamlessly on complex tasks. By providing a single, unified point of contact, connected subagents help your users accomplish more without juggling multiple disconnected sessions.
Extend Agentforce Solutions with Multi-Agent Orchestration (Generally Available): 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.
Chat with Agentforce in 24 More Languages (Beta): In addition to English, Japanese, French, German, Italian, Japanese, Portuguese, and Spanish in certain locales, Agentforce now supports 24 more languages.
Get Always-On Insights with Agent Observability: For new Salesforce orgs only, turning on Agentforce automatically turns on agent observability features by default. Data collection starts for Agentforce Session Tracing, Audit and Feedback, and related features. The observability user experience is available in Agent Analytics and Agentforce Studio.
Analyze Sessions with Percentile Latency, Feedback, and Connected-Agent Data: Pinpoint performance issues with percentile latency metrics and connected-agent insights, and understand the usage, knowledge sources, and feedback associated with each session. Reusable views, simplified evaluation workflows, and customizable analytics make it easier to investigate sessions and improve agent performance.
Investigate Agents Faster with Streamed Session Trace Data: Agentforce Session Tracing data now arrives in Data 360 through streaming ingestion. The result? Wait time reduced from 15–20 minutes to as little as 30 seconds to 2 minutes. Alert notifications for monitored metrics arrive much more quickly. Resolve emerging agent issues sooner, before they become customer-facing incidents.
Agentforce Observability: Insights Page Retirement and Model Selection: Agentforce Studio's Insights page is retiring in July 2026. Observability data moves to Analytics dashboards for a comprehensive view of session and intent analysis. Agentforce Observability also now uses your org-level LLM provider selection.
Gain Agent Observability Insights Without Consuming Data 360 Credits: Gain comprehensive agent monitoring and insights with Agent Analytics and related tools—without credit consumption overhead. For agent observability features, data collection, metrics calculations, queries, reports, and dashboards no longer consume Data 360 credits.
Set Context Variables Faster for More Accurate Agent Previews: When you preview an agent, it’s easier to find where to set initial variables so your agent’s preview behavior accurately reflects your user’s context. Previously, you viewed and edited variable values in the Variables tab in the bottom panel, next to Trace. Now you set and override variable values in the new Context Variables tab, which is more discoverable at the start of a session. We’ve also added an icon to warn you when your agent uses a linked variable that’s set for you in production, but isn’t set in preview—for example, a value that’s filled from the Messaging Session object when your agent is live on a Messaging channel. To track variable values throughout the session, you can still use the Variables tab in the bottom panel.
Spend Less Time Diagnosing Agent Errors with More Actionable Error Messages: During preview conversations, Agentforce Builder shows more detailed error messages for some platform services, replacing errors that were silent or difficult to diagnose. When a service encounters a problem during a preview conversation, you can open the Trace tab to see what went wrong. All error messages include a link to documentation covering possible causes, troubleshooting steps, and guidance on when to contact Salesforce Customer Support. This change doesn't affect end user-facing error messages.
Create AI-Powered Service Channels from Your Knowledge Base: Quickly build AI-powered service channels grounded in your knowledge base using Quick Service Agent Configuration. This process can create your self-service help portal, Voice channel, or web chat and power them with Help agent, built on the Agentforce Service agent template. This process handles setup and prerequisites automatically, letting you launch channels without the overhead of Experience Cloud sites or user profiles. Use these channels to provide 24/7 support and deflect cases.
Refine Web Search Results by Using Excluded Domains: Exclude up to 10 domains from Search the Web agent action results to ensure your agents retrieve relevant information. Excluded domains are configured per action and apply regardless of the selected search provider.
Increase Trust with Citations in Bring Your Own Channel: Build trust in AI-generated responses by providing source references in Bring Your Own Channel outbound messages. Messaging end users can now verify Agentforce Service Agent's answers against knowledge articles or other sources directly within your custom UI. With source links and character offsets in the outbound message payload, partners can render inline markers or a dedicated sources section.
Regression Test Your Agent Across Versions in Agentforce Testing Center: Run the same test suite against different agent versions without re-creating your tests. See which changes improve performance and which introduce regressions, with version-aware test run history that lets you trace results back to specific updates.
Choose a Transcription Model for the Speech to Text Agent Action: Use the Transcription Model parameter on the Speech to Text action to control which model converts audio to text. Choose the model that best fits your transcription needs, such as audio quality, language, and data handling requirements. This parameter is available in Agentforce Builder, Flow, and REST.
Easily Upgrade Agents from the Legacy Builder to the New Builder: Upgrade an agent from the legacy Agentforce Builder in Setup to the new Agentforce Builder in Agentforce Studio, with just a few clicks. Previously, you had to manually recreate your agent in the new builder. Now, you simply specify the agent and version that you want to upgrade, and then we create a new version in the new builder for you. The upgraded agent includes all of the original agent’s subagents, actions, system messages and settings, data, and connections, converted to Agent Script. Plus, after you upgrade, Agentforce can optimize your agent for Agent Script to improve your agent’s reliability and performance.
Gain Insights Into Agentforce and Generative AI Consumption: Monitor your AI usage and consumption. The new AiAgentGenerativeAiUsage model contains your Agentforce and generative AI usage including metered and unmetered usage. Updates to the data occur every 5 minutes. Write Data 360 queries and build reports and dashboards. Conduct usage analytics and gain actionable insights into AI consumption across your entire organization.
Route Agentforce Voice Calls Globally with Dynamic Routing: Expand call routing globally with Dynamic Routing, a new communication protocol for Agentforce Voice. PSTN is limited to the US and Canada. SIP requires a dedicated integration with a vetted telephony partner. Dynamic Routing removes both barriers. It works worldwide and doesn't require a SIP trunk or telecom resale agreement.
Agentforce Voice Expands with 5 New Generally Available Languages: Deploy Agentforce Voice in more languages, now generally available for production environments. Set your agent's language and pair the agent with a verified voice to serve customers on live calls.
Deploy Agentforce Voice in Japanese in Your Production Environment: Deploy Agentforce Voice in Japanese, now generally available for production environments. Set Japanese as your agent's default language and use a verified Japanese voice to serve customers on live calls.
Let Callers Key In Numbers Instead of Speaking Them: Agentforce Voice now supports keypad input on phone calls. Instead of saying an order number or account number aloud, callers enter it on their phone keypad, which is faster, more accurate, and more private. Callers press the pound key (#) to finish, or the input completes automatically after a short pause.
Choose a Voice Model for Your Agent in Agent Script: Each language has a default voice model. Most languages default to ElevenLabs V3 conversational, and Japanese defaults to Kotoba. To have your Agentforce Voice agent speak with a different voice model and voice persona, use the modality voice block of Agent Script.
Create and Deploy Voice Enabled Agents in the New Agentforce Builder: You can now build, customize, and deploy voice-enabled service agents in the new Agentforce Builder. Use Agent Scripts and multi-step workflows within the new builder to build your voice-enabled agents.
Record Voice Calls for SIP and Dynamic Routing Channels: Record voice calls between customers and the Agentforce Voice agent on your SIP and Dynamic Routing voice channels. Use recordings to support quality assurance reviews, agent coaching, and compliance initiatives. To easily distinguish speakers during playback, recordings are stereo-separated, with the customer on one channel and the agent on the other. Each recording is stored as an MP3 file and automatically linked to its voice call record for easy access.
Sharper Transcription and More Natural Voice for Agentforce Voice: Your voice agents now deliver sharper transcription and better natural speech output—no configuration or restart required. Transcription is more accurate in noisy environments, with accented speech, and with specialized terminology. Non-English personas also now support custom International Phonetic Alphabet (IPA) or Carnegie Mellon University (CMU) pronunciations, giving them the same customization options as English-speaking agents.
Route Agentforce Voice Calls Using SIP: Take advantage of the internet’s cost-effective and flexible virtual connection. Route calls to an Agentforce Service agent using Session Initiation Protocol (SIP). This protocol transmits calls over the internet. Previously, you could route these calls with a Public Switched Telephone Network (PSTN) phone number only.
Guide Your Users to Agent Conversations from Lightning App Home Pages: Welcome recommendations are prompts that suggest ways to start a conversation with an Agentforce Employee agent, so your users can select a prompt instead of typing a message from scratch. Welcome recommendations are available only for Agentforce Employee agents in Lightning Experience, in both Agentforce Builder and the legacy Agentforce Builder. They now appear on supported Lightning app Home pages, including Sales Home, Service Home, Marketing Home, and custom application Home pages. Previously, they appeared only on record pages and list views.
AI Agents for Service: Learn about the latest AI agent feature in Agentforce Service.
AI Relationship Research: AI Relationship Research is an AI-powered feature that automatically discovers, analyzes, and presents relationship intelligence about the people and organizations connected to your Salesforce records. It scans multiple data sources such as your CRM records, public web content, and Data 360 simultaneously and provides the top-ranked connections directly within your workflow, so you can act on them without leaving Salesforce.
Discover Relationship Intelligence with AI Relationship Research: AI Relationship Research proactively identifies and analyzes the people and organizations connected to your Account, Contact, Lead, and Opportunity records. It searches across your CRM data, public web content, and Data 360 objects simultaneously, then displays the top eight prioritized connections as an interactive relationship graph directly on the record page. From the graph, you can create new Salesforce records from discovered entities, confirm suggested CRM matches, and pass relationship context to Agentforce for follow-up. Admins can configure which objects to research, which data sources to use, and which relationship types to prioritize.
Analytics: Analytics enhancements include new and updated features for Tableau Next, Lightning reports and dashboards, Data 360 reports and dashboards, CRM Analytics, Intelligent apps, and Tableau.
Track Key Accounts and Sales Agreement Performance: Get the Manufacturing Insights app to evaluate overall business health, analyze account performance, and measure revenue realization. Use Key Account Manager Home, Account Agreement Performance, and Sales Agreements Overview dashboards to compare planned targets against actual results. Identify revenue gaps, track agreement health, and surface whitespace opportunities across account portfolios. Embedded dashboards enable faster detection of performance issues and support timely corrective action.
Apex: Database operations now run in user mode by default, not system mode. Further, database operations enforce the current user’s object-, field-, and record-level security settings by default. SOQL queries no longer support the WITH SECURITY_ENFORCED clause. Write integration Apex tests that can make callouts to Agentforce and Data 360. Enqueue Queueable and future method jobs up to a new elastic limit. Prepare for the Block Apex Anonymous Code Execution from Managed Packages release update. Declare multiline strings and use an improved string interpolation method.
Get Key Apex Metrics in Setup with Agentforce (Beta): The updated Org Health and Usage dashboard now provides Apex metrics in Agent for Setup. The dashboard shows Apex classes on outdated API versions, Apex compilation errors, and current asynchronous Apex job usage.
Block Apex Anonymous Code Execution from Managed Packages (Release Update): To strengthen subscriber org security, block managed package session IDs from authenticating anonymous Apex code. If you enable this update, installed managed packages can no longer use UserInfo.getSessionId() to obtain a session ID and then use the session ID to execute anonymous Apex.
Apex Classes Enforce Sharing Rules by Default: Take advantage of an enhanced Apex security model that protects your data through default record access enforcement. Apex classes without an explicit sharing declaration now default to with sharing mode, which enforces org-wide sharing settings and custom sharing rules. In earlier API versions, Apex classes without an explicit sharing declaration default to without sharing mode, with some exceptions. The without sharing mode bypasses sharing rules and allows the current user to access all records.
Database Operations Run in User Mode by Default, Not System Mode: Take advantage of an enhanced Apex security model that protects your data though default object- and field-level access enforcement. Apex database operations, such as SOSL and SOQL queries, DML statements, and Database methods, now run in user mode by default. In user mode, database operations enforce the sharing rules, field-level security, and object permissions of the current user. In earlier API versions, database operations default to system mode, which means that the current user can access all data regardless of their permissions.
Avoid Workflow Disruptions by Enabling Elastic Limits for Asynchronous Jobs (Beta): Prevent abrupt execution failures and limit exceptions if your org exceeds its daily asynchronous job limit. You can now enqueue Queueable and future method jobs up to a new elastic limit, which is twice the size of your org’s licensed daily limit. Asynchronous jobs that surpass the licensed daily limit are processed at a throttled rate.
Write Integration Tests for Agentforce and Data 360 in Apex (Developer Preview): Write end-to-end Apex tests that make callouts to Agentforce and Data 360. Integration tests relax callout restrictions and transaction rollback semantics, so you can validate real service interactions and assert on actual side effects in your scratch org, without mock callouts.
Customize Apex Action Configuration in Flow Builder: InvocableActionExtension metadata enhancements give you more tools to improve users' configuration experience and reduce input errors in Flow Builder. You can now define picklist values, assign metadata types, and add custom property editors for specified input parameters. You can also add custom headers to the standard property editor.
Write Cleaner Code by Using Multiline Strings: Declare Apex strings that span multiple lines without using repeated string concatenation. To interpolate values into regular and multiline strings, use the new String.template() instance method instead of the existing String.format() static method. These features make your Apex code easier to write, read, and maintain, especially when you construct HTTP payloads and other large text blocks.
The WITH SECURITY_ENFORCED SOQL Clause is Removed: To run a SOQL or SOSL query in user mode, use the WITH USER_MODE clause instead of the WITH SECURITY_ENFORCED clause. Apex classes set to API version 67.0 and later that include WITH SECURITY_ENFORCED don’t compile.
Use Visualforce PDF Rendering Service with Apex Blob.toPdf() (Release Update): With this update enabled, the Apex Blob.toPdf() method for PDF rendering uses the same rendering service as Visualforce. The Visualforce PDF rendering service offers improvements such as additional fonts and multibyte character support. This change makes PDF rendering more consistent on the Salesforce Platform.
Apex Triggers Always Run in a “without sharing” Context: Apex triggers now always run in a without sharing context. Previously, nested triggers enforced sharing rules in certain edge cases. However, in API version 67.0 and later, database operations within trigger bodies, including SOQL queries, SOSL queries, DML statements, and Database methods, run in user mode unless system mode is explicitly specified. User mode overrides the trigger’s without sharing context and effectively enforces a with sharing context in the trigger body.
Work with Apex Code in Web Console (Beta): Build, debug, and deploy Apex in Web Console, a client-side IDE embedded directly in Salesforce. Web Console offers a modern developer experience where you can build SOQL queries, configure trace flags and debug log levels, and execute anonymous Apex. Web Console also opens automatically when you access Apex items via the Apex Classes, Apex Triggers, or Apex Jobs pages in Setup, so you can implement modifications without disrupting your workflow.
Optimize Code with ApexGuru: ApexGuru introduces generally available support in DX MCP. Detect and fix antipatterns directly within agentic IDE workflows. This update adds GPT-4.1 powered detection for advanced antipatterns like Redundant SOQL, DML in Loops, and SOQL in Loops. Also, new Test Case Insights help you identify inefficient test code to improve overall coverage and quality. The Salesforce Code Analyzer extension enables real-time scanning during the development lifecycle.
API: Learn about improvements, new capabilities, and important announcements in API version 67.0.
API Catalog for Salesforce: Centralize and manage your APIs and Model Context Protocol (MCP) servers in one place with API Catalog. Bring in APIs from sources like MuleSoft, Heroku, and Apex to create connections and activate actions for Salesforce automations. Also view, create, and activate Salesforce MCP servers and sync MuleSoft MCP servers for use in Agentforce.
Add Annotations to MCP Server Tools: Add annotations to tools in your custom Salesforce MCP servers to give hints about their behavior. Examples of annotations you can select are Read-only, Destructive, Idempotent, and Open-world.
Map Connect REST API Actions to MCP Server Tools: Use API Catalog to map Connect REST API invocable actions to tools in your custom Salesforce MCP servers. These tools make your Connect REST API operations available through Salesforce-hosted MCP servers to external clients like Claude or ChatGPT.
Map Prompt Templates to MCP Server Tools: Use API Catalog to map prompt templates to tools in your custom Salesforce MCP servers. These tools make your prompt templates available through Salesforce-hosted MCP servers to external clients like Claude or ChatGPT.
Map Your Agents to MCP Server Tools: Use API Catalog to map your agents to tools in your custom Salesforce MCP servers. These tools make your Agentforce agents available through Salesforce-hosted MCP servers to external clients like Claude or ChatGPT.
Simplify API and MCP Server Management with the API Catalog Connect REST API: Use API Catalog REST Connect API to organize and simplify access to APIs and MCP servers in your catalog. Discover and browse APIs, inspect API versions and operations, and register and manage MCP servers. Use this API as part of your headless solutions, for example to register an external MCP server to use with Agentforce.
Assess Security Risk Scores for MCP Servers in API Catalog: Check the risk score of external Model Context Protocol (MCP) servers during registration. Salesforce conducts an automatic security scan that returns a Low, Medium, or High risk score to help you evaluate the security of MCP servers.
Manually Register External MCP Servers in API Catalog: Expand your catalog by manually registering external Model Context Protocol (MCP) servers. After registration, the servers are automatically available to use in Agentforce.
View Agents That Use an External MCP Server: Before you change or delete an external MCP server, check which Agentforce agents use its tools. If agents use the server, you can't delete it until you remove the server from those agents.
View Connect REST APIs in API Catalog: A growing set of Connect REST APIs automatically appear in your API catalog. Automate your tasks and processes by discovering and using actions that are based on Connect REST API operations.
Enable AI Assistants to More Efficiently Find and Create Salesforce Metadata (Beta): The Salesforce API Context MCP server now has five Metadata API Context MCP tools instead of one. These more granular tools mean that AI agent queries can be targeted, response times are faster, and your token usage can be more efficient. The Metadata API Context MCP tools provide contextual information about Salesforce metadata types to help generate accurate Salesforce metadata files. These tools give you complete field definitions, valid values, constraints, and examples for metadata types.
Connect AI Agents to Salesforce Securely with Hosted MCP Servers (General Availability): Connect any MCP-compatible AI client, including Claude, ChatGPT, Cursor, or custom agents, to your Salesforce org using the open Model Context Protocol (MCP) standard. Your AI agents can now interact with Salesforce data and automation in a secure, governed way with standard OAuth authentication. Hosted MCP servers require no infrastructure to manage. Access sObject operations, Data 360 queries, Tableau analytics, and product APIs, and create custom tools using your own Apex actions, flows, and named queries without writing integration code.
Invocable Actions: Invocable Actions represent the actions that can be accomplished on Salesforce with APIs.
login.database.com Is Being Retired: Salesforce is retiring login.database.com in June 2026. Update all login.database.com references to login.salesforce.com.
Metadata API: Access more metadata through these new and changed metadata types.
Create Agent Actions from Named Query API (Generally Available): Define and expose custom SOQL queries as scalable actions for REST API clients and AI agents by using the Named Query API. A named query can retrieve data quickly and more efficiently than existing Flow or Apex processes.
New and Changed Standard Platform Events: Receive real-time notifications from Salesforce by subscribing to the channels of these new and changed standard platform events.
Calls to Invocable Actions Are Validated for Constructor Visibility Requirements in API Version 66.0 and Later: Starting in API version 66.0, REST API calls validate that custom Apex classes used as invocable action parameters have visible no-argument constructors. If the constructor isn't visible with appropriate access modifiers, the API call fails. This versioned change applies to Salesforce if you haven't enabled the Enforcing No-Argument Constructor release update. Previously, API calls succeeded even if the constructor wasn't visible. In API version 66.0 and later, the API call fails if the constructor lacks appropriate access modifiers.
SOAP API: These calls are new, changed, or deprecated in REST API version 67.0.
Use JWT-based Access Tokens with SOAP API: SOAP API now supports JWT-based access tokens from Salesforce OAuth flows. This feature provides parity with REST API authentication mechanisms and enables secure token sharing with external services.
Restrict Login Access to SOAP API: Enhance security by controlling who can authenticate using SOAP API login() with the new Any API Auth permission. The permission is enforced by default in newly created orgs. You can choose to enable it in existing orgs.
Query Data 360 More Precisely: Use the new SET OPTIONS clause in SOQL queries to specify Data 360 dataspaces and control how NULL and empty string values are handled. When querying Data 360 data lake objects, add the clause at the end of your SOQL query to get more precise results.
Calculate Values in a SOQL WHERE Clause (Pilot): Perform arithmetic calculations directly in your SOQL WHERE clauses using the new FORMULA() function. Compare values between fields without requiring formula fields or post-processing logic, and make your queries more efficient and expressive.
Get Better Visibility into Your Agent's API Usage with Improved Tracking: API Total Usage EventLogFiles now distinguish between Apex REST and AuraEnabled Apex calls, making it easier to monitor and analyze your agent's behavior. New entries to the API Total Usage EventLogFiles reflect the updated tracking.
User Interface API: Build Salesforce UI for native mobile apps and custom web apps.
AgentExchange: Check out what's new in AgentExchange:
Secure Your Connected App and External Client App Solutions: All AgentExchange Partners must follow new security requirements for Connected App (CA) and External Client App (ECA) solutions to ensure the highest level of trust and security for Customer Data. These requirements apply to any Connected App or External Client App that is included or used in connection with a Partner Application, provided or created by the Partner, and in use by more than two customer production orgs. These updates include mandatory Proof Key for Code Exchange (PKCE) and Refresh Token Rotation (RTR) enablement to prevent authorization code interception and token theft. Implementing these standards ensures these CAs or ECAs meet the latest Salesforce security protocols and safeguard Customer Data. Failure to comply may result in the Partner Application’s AgentExchange de-listing and/or Salesforce’s temporary or permanent suspension of the Partner Application’s interoperation with Salesforce’s services.
Explore Solutions Featuring MCP Servers on AgentExchange: Use the Agentforce Contents filter on AgentExchange to find solutions featuring Model Context Protocol (MCP) servers. The listing cards show the server count so you can quickly evaluate your options. Before you install a solution, view its details page to review the MCP server’s tools and resources that your agents can access in their workflows.
Find Solutions Faster with the New AgentExchange: Introducing the new AgentExchange, a unified destination for agents, apps, and experts across Salesforce and Slack. We’ve combined AppExchange, AgentExchange, and Slack Marketplace into a single solution engine to help you find and deploy tools faster. New semantic search capabilities and personalized recommendations within Agentforce Builder help you discover the right solutions for your specific business needs.
Publish Agentforce Solutions with MCP Servers on AgentExchange: Help customers understand your Agentforce solutions by detailing your preconfigured Model Context Protocol (MCP) servers on AgentExchange. You can specify the number of MCP servers in your solution and add details about the tools and resources they contain. These details help customers understand what your MCP servers offer and how they enable Agentforce agents to interact with internal and external tools and resources.
AgentExchange Partners: Update security controls in Connected Apps and ECAs before May 11th, 2026. Explore the new AgentExchange, a marketplace unifying AppExchange, AgentExchange, and Slack Marketplace.
New Branded Trialforce Login Pages Aren’t Supported on Cloudforce.com: You can no longer create branded login pages that end in .cloudforce.com for your AgentExchange solution’s Trialforce Source Org (TSO). Branded login pages created before Summer ’26 on that host name remain active. There’s no set date for the full retirement of the .cloudforce.com host name, so check future release notes for updates about those pages.
Verify Your Email-Sending Domain for Trialforce Branded Email Sets: Starting July 18, 2026, you must have a verified email-sending domain in order to publish a new Trialforce branded email set. If you have existing branded email sets, verify your email-sending domains before November 10, 2026 to continue sending system welcome emails from your custom branded email addresses. This requirement ensures compliance with a Salesforce security enhancement for outbound email.
Share Your Security Excellence with a Partner Trust Center: Showcase your security excellence to buyers by adding a dedicated link to your trust center on your AgentExchange listings. Adding a direct link to your security center builds credibility with customers and prevents delays in the sales cycle. The link appears on the listing page under Provider Details in the Overview tab and in the More Details tab under Need Help?
Recall a Sent Offer with Withdraw Offer: Partners can now withdraw a private offer after sending it to a customer, but before the customer accepts or rejects it. Use Withdraw Offer when your pricing has changed, terms need updating, or an offer went to the wrong customer. When a partner withdraws an offer, the status changes to Withdrawn in both the partner org and the customer org, and the customer can’t act on it.
Track Public Sector Outbound Payments and Financial Disbursements: Centralize the tracking of financial transactions for benefit programs, social insurance, and provider management. Use the Outbound Payments data model and the Generate Payment Instructions invocable action to generate payment instructions for external finance systems. Accurate payment tracking helps your agency maintain a detailed audit trail and improve the transparency of approved payments in Agentforce Public Sector.
Schedule Appointments in Agentforce Public Sector with Workforce Scheduling (Generally Available): Workforce Scheduling adds appointment capabilities to Agentforce Public Sector (formerly Public Sector Solutions) so your employees and constituents can schedule and manage on-site and virtual appointments across your organization. Employees and constituents are able to self-schedule appointments through multiple channels, including online portals, mobile apps, call centers, and in-person interactions. Managers get real-time visibility into team schedules, workloads, and appointment status.
Archive App: Manage growing data volumes and improve system performance by autoarchiving old or inactive data. Keep only important and reliable information in production.
Monitor Archive Progress with New Activity Statuses: Manage archive jobs more precisely with three new activity statuses. The Discarded status indicates an abandoned import and that records moved to the Recycle Bin. The Interrupted and Max Interruptions statuses track recovery when the system automatically resumes jobs from saved checkpoints. .
Integrate AI Agents with Archive Data Through the Archive Connect API: The Archive Connect API connects AI agents to archived data for search, unarchive, analysis, and management operations. AI agents handle compliance tasks such as Right To Be Forgotten (RTBF) erasure requests and Personally Identifiable Information (PII) anonymization, storage analysis, and job log retrieval—all without manual intervention. The API provides 13 tools accessed through the Headless 360 Model Context Protocol (MCP) server.
Prepare for Retirement of Own Archive Managed Package and Legacy Archive: Salesforce retires the Own Archive managed package and Legacy Archive products to prioritize a native archiving solution. The transition addresses scalability and error visibility limitations and improves performance. To maintain archiving capabilities, migrate to Archive 2.0 before the current subscription ends.
Query Archived Data from Deleted Objects in Archive Apex: Archive Apex Data Query now supports querying archived data from objects deleted from your production schema. Previously, deleting an object from production made its archived data inaccessible.
Maintain Reliable Archive Performance with Request Rate Limits: Archive enforces request rate limits for Data Query and Unarchive operations to maintain system stability and performance. If you exceed a limit, the system returns status code 429 and requires you to wait before retrying.
Rename Archive App Features to Align with Salesforce Standards: Archive app features have new names to align with Salesforce core products. The widget is now the Archive component, and the Archive SDK is now Archive Apex. These updates create a consistent experience for admins and developers working across the platform.
Find Archived Records Faster with a Search Icon and Expanded Date Range: Archive Search has a Search icon to initiate searches, and the default date range is one year. Date Archived is the default date field for all indexed objects. For objects without Date Archived indexing, Archive Search falls back to Last Modified Date automatically. These updates reduce the steps your users take to find archived records.
Manage Data More Efficiently with New Archive App Settings: Manage your data lifecycle with more control using new configuration options in the Archive app. You can now import Heroku data directly, unarchive content in private libraries, and enable automatic retries for email address validation errors.
Choose How Archive Policies Handle Unsupported Objects: Control whether archive policies fail or continue when they encounter unsupported child objects. An Archive Settings toggle gives you the choice between policy failures that protect data integrity (default) or automatic skipping that prevents failures but can cause data loss. Archive excludes non-creatable objects from policies because archived data can't be unarchived if the object doesn't support record creation.
Simplify Asset Service Lifecycle Management Feature Discovery and Setup: With Salesforce Go, you can discover, set up, configure Asset Service Lifecycle Management features, 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. Explore more Asset Service Lifecycle Management products and features, and if you’ve turned on the Your Account app, you can purchase add-on licenses for some features directly from Salesforce Go.
Create Automatic Idle Timesheet Entries: Automatically fill gaps between timesheet entries with idle time to ensure complete records for payroll processing. Create idle timesheet entries instead of extending existing entries, helping maintain accurate records of productive work time versus idle or transition time between tasks.
Manage Crew Timesheets in the Field: Crew leads can create and manage timesheets for their crew members directly in the Field Service mobile app. Start and end shifts for selected crew members, submit timesheets on their behalf, and view crew member time-off requests and timesheet history. When crew members log timesheets for the day, the filled crew card appears below the timesheets summary card, giving crew leads quick visibility into their team's time entries.
Edit and Delete Timesheets By Using Agentforce: Field technicians can edit and delete timesheets and timesheet entries by using natural language commands through Agentforce. Update multiple timesheets at once by editing fields, change categories in bulk, or remove entries, all through a single conversation.
Edit and Resubmit Rejected Timesheets: Fix errors in rejected timesheets by using the same capabilities as verified timesheets, correct issues identified by supervisors, and resubmit for processing. This streamlines the correction workflow and reduces delays in timesheet processing and payroll.
Review Timesheets with Enhanced Summary Views: Review timesheet summaries with more comprehensive information before submitting for approval. See regular time, time and half, and double time details. Filter aggregated summaries by pay period and week.
Create Multiple Timesheets for a Date Range: Generate multiple timesheets for a date range directly from your mobile app. A separate timesheet is created for each day in the range, with built-in duplicate prevention to ensure data accuracy.
Timesheets and Labor Cost Optimization: Improve timesheet accuracy for payroll processing with automatic idle time creation and enhanced summary views. Streamline correction workflows for rejected timesheets, and easily refresh data on mobile.
Asset Management: Manage, configure, and expand Asset Service Lifecycle Management features from a single location in Setup, by using Salesforce Go.
Agentforce for Automotive: Elevate the entire vehicle life-cycle by using conversational agents to provide real-time warranty claim summaries. Customer support reps at dealerships and manufacturers can use natural language across Dealer portals to select inventory, validate asset coverage, and monitor claim statuses instantly. Utilize AI capabilities to streamline sales operations from dealer portals and foster long-term customer loyalty.
Automotive Finance: Streamline Automotive lease extensions and transaction disputes using prebuilt service templates that automate intake, eligibility checks, and capture data for faster resolution. Service reps and customers can initiate requests through Unified Catalog, or Experience Cloud sites to calculate new lease terms, categorize transaction errors, and upload documentation in a single flow. Use autonomous Agentforce agents to raise service requests for Automotive loans and leases. By consolidating complex financial processes into a conversational, guided experience, reduce turnaround times, improve operational efficiency, and enhance customer service quality.
Resolve Automotive Finance Requests Automatically with AI Agents: Deploy autonomous agents to handle routine service requests for Automotive loans and leases, eliminating human touch for high-volume, repetitive queries, which optimizes staffing and improves first-contact resolution rates. Verify users, understand requirements, and resolve issues like address updates or fee reversals instantly. This automation reduces cost-to-serve while providing your customers with immediate support availability.
Expand Automotive Data Access By Using New Data Model Objects: To support experiences in predefined data streams and calculated insights, use new data model objects (DMOs) to ingest metadata into Data 360. Support newer analytics by using Tableau Unified Analytics and other relevant use cases in Data Cloud.
Accelerate Document Validation with AI: Validate KYC documents against data in Salesforce records for Automotive loans and leases by using AI assistance. Quickly identify inconsistencies between the document and your records to accelerate decision-making and reduce manual document verification which is often slow and prone to oversight.
Streamline Goodwill Repair Claims with a Prebuilt Service Process: Simplify the intake and fulfillment of goodwill repair requests by using an omni-based, prebuilt service process, improving customer experience and reducing costs. Dealers or original equipment manufacturers can use the Goodwill Repair service process to easily select vehicles or assets for a customer, review the existing warranty coverage details, select a work order, and add comments related to those work orders to be used for addressing the goodwill request. A case is created with the request details for the dealer, where they can view past work orders of a customer, determine the goodwill contribution percentages to be applied to line items, and provide reasoning for their decisions. Once a claim is raised, the claim amounts and payment detail records are updated automatically. An email is sent to the customer with the relevant details, improving service efficiency.
Efficiently Extend the Duration of Lease Contracts: Streamline the intake and fulfillment of lease extension requests for Automotive leases by using a prebuilt service process. Service reps can quickly initiate a service process request on behalf of customers by using the Lease Extension template from Unified Catalog, improving customer service quality and reducing turnaround time. View current lease summaries, calculate updated monthly payments for new terms, automate eligibility checks and upload required insurance documents all in one flow. Customers can access the Omniscript-based form on the Experience Cloud site and log a request to extend their lease contracts.
Enhance Sales Productivity for Dealers: Transform the vehicle-buying journey into a data-driven, conversational experience for partner users by using the Automotive Sales Concierge for Partners agent. Sales reps from dealerships can use natural language to search for vehicle definitions, products or parts as well as accessories related to selected vehicles. They can capture vehicle sales opportunities, create quotes, schedule test drive appointments, and initiate trade-in appraisals easily, vastly improving efficiency. They can also draft summary emails to customers using AI assistance, helping build trust and foster customer loyalty.
Accelerate Automotive Feature Setup with Solution Bundles: Accelerate the set up, and configuration of features, such as Connected Assets, Connected Vehicles, and Service Processes by using Salesforce GO solution bundles. Manage context definitions, critical failure, telemetry definitions and action definitions, and service alerts by setting up Remote Actions and other related features from a single location. Set up service processes, such as Payment Deferral and Payment Due Date Modification, in one flow.
Streamline Refund Requests and Transaction Disputes: Manage overpayments, duplicate charges, and other transaction-related issues by using a prebuilt service process. Service reps can provide a smooth customer experience and resolve disputes quickly on behalf of customers by using the Transaction Dispute template from Unified Catalog, improving operational efficiency. Automate the initial intake by fetching customer financial data, capturing the required list of transactions, and categorizing disputes based on predefined reasons. Users can also upload supporting documentation and complete required assessment questionnaires in the same flow to ensure faster resolution.
Enhance Automotive Insights with Tableau Next Analytics: Use Automotive Insights, a Tableau-powered analytics app for Automotive, to provide Dealers and Original Equipment Manufacturers with a comprehensive 360-degree view of leads, vehicle portfolio and insights, planned volumes, actual sales, and dealer performance. Analyze vehicle sales trends, inventory, stakeholder requirements, and other insights through the Vehicle Portfolio Insights, Dealer Performance, Original Equipment Manufacturer Performance, and Leads Intelligence dashboards. Integrate and analyze trends and performance more effectively, providing deeper insights into product sales and customer satisfaction.
Import Vehicle and Product Data in Bulk By Using Templates: Upload large volumes of product, asset, and vehicle data from CSV files by using predefined Data Processing Engine (DPE) templates. You can quickly populate your records by mapping CSV data to multiple objects simultaneously, reducing manual entry for large data sets. Create vehicle records in a more simplified way now rather than creating products, vehicle definitions, and assets separately as done before. Handle complex object relationships, such as connecting Vehicles to Assets or Products to Vehicle Definitions, and accelerate your initial setup and ensure data consistency across Automotive operations.
Manage Warranty Claims and Coverage with AI Assistance: Summarize submitted claims of types such as warranty claims or goodwill claims, check the status of such claims, and validate the warranty information of your vehicles, assets, or parts by using the Automotive Warranty Claims Assistance agent. Customers and service reps at Original Equipment Manufacturers as well as Dealerships can smoothly confirm coverage for warranty claims through a robust, conversational interface from Customer Community portals. Improve product quality insights, user experience, and customer loyalty by providing real-time warranty updates.
Automation: Compose intelligent workflows with Flow Builder and Flow Orchestration. Integrate across any system with Flow Integration. Get help from AI to optimize and automate your supply chain business processes with Agentforce Supply Chain. Automate cross-departmental and industry-specific processes with Automation for Customer 360 Apps and Industries.
Agentforce Operations: Agentforce Supply Chain (formerly Regrello) is now Agentforce Operations. During the transition to the new name, some references across the product and its content still use Regrello or Agentforce Supply Chain. Along with the rename, this release adds new features.
Add or Update Users in Bulk with a CSV File: Invite new users and update roles for existing users in a single CSV upload, instead of updating roles one at a time. Now, you can also upload up to 10,000 rows per upload.
Ensure AI Agent Tasks Are Ready Before Publishing in Agentforce Operations: Before you publish a blueprint that includes AI agent tasks, Agentforce Operations now verifies that every AI agent task has a saved plan. If a task is missing a plan, a warning appears on the task. You can't publish the blueprint until all AI agent tasks have plans.
Generate Blueprints by Describing Your Process: Describe your process in plain language, and AI generates a blueprint. Previously you could only generate a blueprint from uploaded documents. Now, you can do either. When you generate a blueprint with AI, the AI can add tasks assigned to AI agents, freeing up your human workers for higher-value work. Also, anyone with the Creator permission can generate blueprints, which gives more people the power to automate their processes.
Keep Blueprints Running Smoothly with Blueprint Limits in Agentforce Operations: Blueprints now have enforced limits on the number of tasks, fields, and form items they can contain. These limits help you avoid the performance issues that come with oversized blueprints. When a blueprint exceeds its limits, a warning banner shows the relevant limits, on which items, and by how much. Until you resolve the issue, you can't publish the blueprint or create workflows from the blueprint.
Build Forms Directly in Tasks in Agentforce Operations: Standard and approval tasks now have an inline form builder in the Request information section. Create task-specific forms that can contain sections, instruction text, 2-column layouts, and fields. Use smart rules to control when form elements appear. The inline form builder replaces the previous options of creating a form separately and selecting it, or adding individual fields directly to a task. Your existing tasks and forms automatically work with the inline form builder, with each task receiving its own form copy.
Extract More Accurate Data from the New Document Reader Agent (Beta): You can now provide field label alternatives and extra instructions to make sure that the agent finds the correct data. The new and improved Document Reader Agent (beta) can extract field values from unstructured documents, such as PDFs and images. Also, the agent can handle multi-value fields and can extract tabular data, such as line items in a PDF.
Configure Multiple Task Escalations: Keep tasks on track with up to five escalations per standard or approval task. An escalation adds an additional user to the task as an assignee or carbon copy (CC) to make sure that the task stays on schedule. Escalations that occur before the due date show as reminders in the activity feed, notifications, and emails so you can tell them apart. Escalations respect business calendar hours, and assignees and CCs receive in-app notifications.
Build Excel-Based Automations (Beta): Build an automation from an existing or generated spreadsheet with the Excel Agent (beta). Provide the shared fields as values to add, the requested fields as values to get back, and explain how to use that data. Then the agent automatically inputs the shared field values, runs all formulas, and extracts the requested field values. It’s also easy to see what the agent does when the task runs. Instead of digging through complex agent audit histories, users can download the Excel file to review all formulas and processed data in one place.
Process Tabular Data with the Excel Agent (Beta): The Excel Agent (beta) can now process CSV files as tabular inputs and outputs, not just individual field values. Perform row-level calculations or add calculated columns across an entire dataset in a single automated task.
Automate Complex Tasks with Generalist Agent (Beta): The new Generalist Agent (beta) brings more flexibility and accuracy to complex back-office automation. It can apply deterministic logic for routing decisions, loop through large datasets without workarounds, and access up to 10,000 data source rows.
Start Up to 2,500 Workflows from a CSV File: Use a full-page wizard to upload CSV data and start up to 2,500 workflows at a time. The wizard supports blueprints with document fields and includes validation that reduces failures from invalid or missing data. The previous workflow creation limit was 500, and the product didn’t support blueprints with document fields.
Complete Multiple Tasks at a Time: Complete multiple tasks at once when you have 5 or more that share the same name, type, and blueprint. When you have a set of 5 or more tasks, Agentforce Operations creates a dedicated view. You can enter task information in that view and complete several tasks in one place, instead of opening and completing each task one at a time.
Control How a Blueprint Import Affects Your Workspace Fields: When you import a blueprint from another workspace, you can now control how the import process affects your workspace's fields. For each field that needs review, update the suggested field, map to a different field, or add a field in your workspace.
Automation for Customer 360 Apps and Industries: Streamline and automate end-to-end processes for your sales, service, marketing, commerce, and revenue teams, and industry-specific workflows.
Flow Approval Processes: Require unanimous approval for an approval step. Approval designers can now view flow dependencies for any flow approval process they create.
Approval Designers Can Now View Flow Dependencies: Users with the Approval Designer permission can now view flow dependencies for their flow approval processes in the Approvals app. Previously, only users with the Manage Flow permission had access to this information.
Require Unanimous Approval for Approval Steps Assigned to Groups: Require all group members to approve their work items before an approval step can proceed. When you configure an approval step with unanimous approval, every member receives an approval work item. If any member rejects, the approval step is rejected. If all members approve, the approval step is approved.
Flow Builder: Create and configure Agentforce agents from within Flow Builder. Optimize, boost performance, and avoid governor limits in scheduled flows with custom batch sizes. Evolve screen flows using native language. Personalize email messages using content variables from Email Content Builder. Notify users with toast messages. Add custom property editors to individual input parameters.
Flow Actions: Notify users with toast messages. Open Salesforce records or external URLs from a flow. Create formulas in actions without using resources with formula mode. Control visibility of the timeout path. Transform data in actions without the Transform element using transform mode.
AI Agent Actions Now Use the Run Agent Element: To streamline working with Agentforce agents, AI Agent actions in Flow Builder now use the Run Agent element instead of the Action element. When you open existing flows that contain AI Agent actions, those actions automatically appear as Run Agent elements with your original agent configuration preserved.
Simplify the User Workflow with the Open a Page Action: Launch Salesforce records or any external URL directly from your flow, including between screen transitions, by adding the Open a Page action. Open related information, such as a newly created opportunity, in a separate tab without requiring users to exit the flow.
Notify Users with the Show Toast Message Action: Provide immediate feedback by showing non-intrusive status updates or error messages during flow screen transitions. This new declarative action shows a temporary toast message at the top of the viewport to keep your users informed without disrupting their current task. You can also include dynamic linking to Salesforce or an external page. You no longer need to create complex workarounds to communicate success or failure between screens.
Use Custom and Custom Collection Types in Invocable Action Output Parameters: Simplify complex data structures in flows by using Custom and Custom Collection types for output parameters in invocable actions. Custom and Custom Collection types support sObject types, Apex-defined types, and other Custom type fields. Using Custom types instead of custom Apex actions reduces the number of Apex-based actions Flow Builder loads, which improves Flow Builder load performance.
Flow Builder Updates: Optimize, boost performance, and avoid governor limits in scheduled flows with custom batch sizes. Use email template references across environments. Collapse fault paths on the Flow Builder canvas. Find resources more easily in the Add Prompt Instructions element.
Use Batch DMO Activations, More Flow Elements, and Debug with Enhanced Activation-Triggered Flows: Use batch data model object (DMO) activations to trigger a flow, so that you can utilize full DMO datasets in your automations. Take advantage of activation data in SMS messages with the Send SMS action, now enabled in activation-triggered flows. You can now also use the Wait Until Event element. Debugging is now available to troubleshoot and test your flow.
Agentforce for Flow Is Now Beta: The capabilities to create, summarize, and evolve a flow with Agentforce have moved from generally available back to beta. After the generally available launch, these features didn't consistently deliver the accuracy needed for complex workflows. These capabilities remain accessible in Flow Builder while improvements to performance and reliability are underway.
Streamline Metadata Selection for Apex Action Inputs: Developers can streamline metadata record selection for users who configure Apex actions in Flow Builder. When defining their Apex actions, developers assign setup entity types to input parameters. Then users can select from valid records in Flow Builder, avoiding errors when they configure the action.
Collapse Fault Paths to Focus on Your Main Flow: Simplify your flow and focus on the working path by hiding fault paths. Expand the fault paths only when you’re ready to edit or review them. Your browser shows your personal layout state, so your canvas view is unique to you.
Control Timeout Path Visibility for Asynchronous Actions: Asynchronous actions now show only the Completed path by default when added to flows in Auto-Layout mode, reducing canvas clutter. You can still optionally include the Timed Out path for asynchronous actions.
Create and Use Agentforce Agents Directly in Flow Builder: You can now create and configure Agentforce agents without leaving Flow Builder. Use the new Run Agent element to add AI-powered agents that dynamically handle tasks within your flows. Select from existing agents or create task-specific agents with custom instructions and actions—all from the Flow Builder canvas. Agents created in Flow Builder are automatically discoverable and further configurable in Agentforce Builder. This streamlined experience makes it easier to build intelligent automation without switching between multiple tools.
Expose the Flow Runtime Version to Custom Screen Components: Control how your custom component for screen flows acts based on the flow runtime version with the new flowRole attribute. In your Lightning web component, create a property that has the attribute flowRole="flowRuntimeApiVersion". Then use the value of that property at runtime to execute conditional logic. Retain functionality in older flows while incorporating newer features in the same component.
Find and Select Resources More Easily in the Add Prompt Instructions Element: Find the right resource faster when you use the Add Prompt Instructions element in a template-triggered prompt flow. The enhanced resource picker groups resources together and displays them with their labels and intuitive icons.
Streamline Object Type Selection for Generic SObject Action Inputs: The action property panel now provides better context during configuration for actions with generic sObject parameters. When the action panel opens, it shows all parameters, including non-object parameters such as Text or Boolean. Object-related input parameters such as record fields appear when you select the object type for each sObject parameter.
Flow Record Details Column Names Were Changed: We renamed two column headers in the flow record details page in Setup for clarity. Progress Status is now labeled Status, indicating the status of the running flow. The previous Status column is now named Activation Status, indicating whether the flow is active or not.
Avoid Manually Fixing Email Template References After Deploying Flows Across Environments: Deploy flows with Send Email actions between environments without broken email template references. Select an email template name from a dropdown list in the Send Email action. The action stores the selected template as a reference that persists across deployment environments. Previously, the Send Email action saved the selected email template as a template ID. Because the ID changes during flow deployment from one org to another, the action broke and required manual updates.
Review Flow Errors and Warnings with the Redesigned Validation Panel: Focus on building flows without constant validation interruptions. The validation panel now stays closed when you open a draft flow so that you can review errors and warnings only when you’re ready. The redesigned panel shows issues in organized cards grouped by element. Click a card title to open that element’s property panel and fix the issue. Consistent validation patterns across all elements make handling errors more predictable in Flow Builder.
Configure Optional Apex Action Inputs Without Include Toggle: Flow Builder now hides the Include toggle for optional Apex action input parameters, streamlining the configuration experience. A red asterisk still denotes the required input parameters. Input parameters with default values still have an Override toggle.
Improved Resource Selection in Recommendation Strategy Flow Elements: Select resources in the Recommendation Assignment and Limit Repetitions elements by using updated resource picklists. The resource picklists now filter available resources based on the data type required for each field. Previously, these elements used legacy resource selectors.
Improve Performance with Batching for Scheduled Flows: Optimize the execution of your scheduled flows and avoid hitting governor limits by specifying a custom batch size. Partition flow interviews into smaller batches ranging from 1 to 200 directly from the flow’s start element. Previously, scheduled flows processed interviews in default batch sizes of 200, which can exhaust resources in complex automations.
Screen Flow Updates: Evolve screen flows using natural language. View and access related records from data table lookup columns. Override the styles of more screen flow components.
Troubleshoot and Fix Flow Errors with Agentforce (Beta): Use generative AI to diagnose design-time issues in saved flows and run-time failures in active flows. Identify the root cause of errors and understand remediation options in natural language by using Ask Agentforce (beta). Use the Fix issue option for AI to automatically fix the flow and avoid manual troubleshooting.
Use Unlimited MuleSoft Connectors in Segment-Triggered, Activation-Triggered, and Broadcast Flows: For segmentation and activation use cases, MuleSoft for Flow: Integration connectors no longer consume automation credits for segment-triggered, activation-triggered, and broadcast flows. You can use MuleSoft connectors in these flow types without a MuleSoft for Flow: Integration add-on license. Other flow types still require the MuleSoft for Flow: Integration add-on license.
Update Screen Flows with Natural Language Prompts (Beta): Iterate quickly on user-facing screen flows and reduce the risk of manual configuration errors. Previously, you could use AI to modify record-triggered, schedule-triggered, external system change-triggered flows, and flows that use connectors as actions. Now, use generative AI to modify your existing screen flows by describing the changes with natural language prompts in the Agentforce panel. Add, remove, or change screen and action elements without manually adjusting logic in Flow Builder.
Set Field Values Directly for Apex-Defined Inputs: Directly set Apex-defined input parameter values in the action property panel, reducing resources and elements in your flows. Each field appears with its own input, eliminating separate variable creation and value assignment.
Use Date Operators in Decision Logic: Create date-based branching with date operators in Decision elements. Select operators such as Is Today, Is Anniversary of Today, and Last Number of Days when a condition uses a date data type. This update helps you model recency and milestone logic without formula workarounds.
Use Formula Mode for Action Inputs Without Creating Resources: Skip creating formula resources for action element input parameters. When configuring action input parameters in the Action element property panel, you can now select Formula mode to create formulas. This change reduces clutter in your flows. View formula previews in the action element property panel and edit them at any time, making your configurations easier to read and maintain.
Use Transform Mode for Action Inputs Without Adding Transform Elements: Define and edit your data transformations directly within the Action property panel, simplifying complex data-mapping tasks. When configuring an action element’s input parameters, select Transform mode to define data transformations without adding transform elements to your flow. Transform mode helps keep your flows cleaner by reducing the number of elements required for data manipulation.
Compare Transform Element Changes in a Flow: Gain more visibility into your automation changes by comparing different versions of Transform elements within Flow Builder. The Flow Version Comparison tool now shows a breakdown of transform mappings, joins, and formulas. Easily identify added, updated, or removed field mappings, and review detailed configuration changes for complex transformations.
Identify Flow Version Changes at a Glance: Understand the differences between two flow versions with a detailed visual comparison in Flow Builder. Visually identify added, modified, or missing elements on the canvas without manually comparing complex XML files or abstract tables. Track modifications at a granular level, from element changes to configuration adjustments, to improve readability and reduce the risk of deployment errors.
Visualize the Execution Path When Testing a Screen Flow: Trace your screen flow’s path directly on the canvas to understand how it’s running. Now, when you finish manually testing a screen flow, the canvas highlights the path that the flow took. Previously, the flow test didn't show the path after it finished. The execution path shows when the flow test reaches one of these states: Completed, Paused, Waiting, or Error. The path leads to all elements touched during the flow execution, even if they weren’t part of the completed path.
Flow Data 360 Updates: Use SMS messages and test activation-triggered flows. Use wait elements and test broadcast flows. Add unlimited MuleSoft for Flow: Integration connectors for segmentation and activation use cases.
Flow Testing and Debugging: Visualize the execution path when testing screen flows. Troubleshoot and fix errors with Agentforce (beta).
Flow Extensions: Add custom property editors to individual input parameters. Provide picklist options for Apex action input parameters. Add custom headers to Apex actions.
Customize an Apex Action’s Standard Property Editor Header: Developers can now add a custom header to their Apex action. The header guides users with context and instructions when they configure the action in Flow Builder. The header appears at the top of the property panel and provides context, instructions, or additional information to improve the configuration experience.
Define Picklist Values for Apex Action Inputs: Developers can provide picklist options for Apex action input parameters to simplify action configuration. Developers use the ProvidedValuesList standard additional attribute to specify comma-separated values or reference an Apex class that extends DynamicPicklist. Each input parameter supports up to 500 total picklist values. In Flow Builder, users select valid values from the input parameter’s picklist, which reduces configuration errors.
Add Custom Property Editors to Individual Apex Action Inputs: Developers can now build and assign custom property editors (CPE) to individual input parameters rather than entire Apex actions. A Lightning web component (LWC) can control a single input parameter or manage multiple related parameters. Input parameters without CPEs continue to use the standard property editor in Flow Builder. This approach gives developers fine-grained control over parameter configuration with less complexity.
Get Service Process Details: Use the Get Service Process Details flow action to retrieve attribute values and related product requests for a service process tied to a Case, Incident, or Service Request. This utility action supports fulfillment flows by making data from the product request section on the Attributes & Products tab available to downstream flow elements.
Flow Marketing Cloud Updates: Personalize email messages using content variables from Email Content Builder. View a flow's history and restore from earlier saves. Use flow features and elements across all marketing flow types. Send individuals to a new flow while maintaining their progress in the original flow. Automaitcally remove contacts with the Exit from a Flow element.
Set Conditions and Reentry Criteria for Event-Triggered Flows: For event-triggered flows, you can now specify additional trigger conditions with fields from the specified primary data model object. You can also now set reentry criteria, so you can specify whether an individual can rejoin the flow.
Reach Audiences from One Streamlined Flow Category: Create flows based on audience data from a single, streamlined flow category: audience flow. Select a data source—List, Segment, Record, or Campaign—based on your use case. The segment audience replaces the segment-triggered flow, bringing consistency across audience-based flows. The list, record, and campaign options are based on new flow types.
Users Can Now View Flow Dependencies: Non-admin users can now view flow dependencies for their marketing flows in the Automation app. Previously, only users with the Manage Flow permission had access to this information.
Build More Precise Logic in Decision Elements and Exit Rules: Apply more powerful Decision element logic with nested condition groups. Combine conditions, add aggregation functions—Average, Sum, Max, Min—for numerical data types, and use expanded date operators such as Is Anniversary of Today, Is Today, and Last Number of Days. In exit rules, add aggregation functions for numerical data types.
Filter Element Analytics by Date Range: Filter analytics on flow elements by a date range. Metrics on elements reflect the selected period, so you can analyze recent performance, compare periods, and align analytics with your campaign windows.
Add More Contact Points and Related DMOs to Event-Triggered Flows with Enhanced Engagement Signals: Now you can specify SMS and WhatsApp contact points in your flows. When creating engagement signals, you can also specify a profile data model object (DMO) instead of only engagement DMOs. Profile DMOs give you direct access to an individual’s data in a flow. Optionally add a related object and reference its fields to define the engagement signal or use filters. For example, create a flow that triggers after a customer makes an order, and then include related order item information with a filter that fires only if the spend exceeds a certain amount
Remove Contacts Automatically from an Active Engagement Flow: Add the new Exit from a Flow element to stop sending contacts irrelevant communications when they meet a specific goal or condition. Previously, removing contacts required manual intervention or complex custom logic. Now, you can choose to remove contacts from all versions of the selected flow or only the most recent version.
Add Exit Rules That Use Events: For flows that support exit rules, like segment-triggered, event-triggered, and on-demand flows, you can now use events to exit an individual from a flow. For example, if a customer is in an event-triggered flow for cart abandonment, use a purchase event as an exit rule so that the customer doesn’t get irrelevant messages.
Use Flow Elements and Features Across All Marketing Flow Types: Flow features and element availability are now consistent across all marketing flow types. This means that features and elements like Wait and Decision are available across all of the different marketing flow types. Consistency across marketing flow types makes it easier to seamlessly switch between the different marketing flows without worrying about element compatibility or feature availability.
View and Restore Flow Version Edit History: View a history of saved changes to a flow version and restore earlier saves. Each time you save a flow version, the system adds a new save instance to your history. See past saves with the date, user, and a summary of elements added, edited, or deleted.
View Path Outcome Metrics for Path Experiment: See path outcome metrics for path experiment elements in the analytics dashboard. View how each path in an experiment performs. Compare paths and choose a winner with better context.
Personalize Messaging with Integrated Data by Using Clicks, Not Code: Expand your email messaging personalization options by mapping content variables from Email Content Builder to merge fields in Flow Builder without writing Apex code. When you create email content with custom-defined resources like manual variables or record data providers, Flow Builder renders dynamic inputs for those fields in the message action. This low-code approach gives your marketing team greater control over how you use data to personalize communication with your customers.
Keep Send Log Data in Marketing Flows: Marketing send elements now support send logging. Use the new retain send log data option to keep send log data and have it passed to Marketing Cloud Engagement for reporting and troubleshooting.
Coordinate Complex Journeys Across Flows: Direct individuals to a new flow while maintaining their progress in the original flow. Use the new Send to a Flow element to build more sophisticated, interrelated customer engagement strategies. The element passes the customer’s identifiers to the destination flow. The original flow and destination flow run asynchronously, so the original flow continues to run while the destination flow works simultaneously. Previously, orchestrating users through multiple flows required complex custom logic or API integrations.
Personalize Flows with Deeper Access to Source Data: Sort and filter data from a source to create a selected record resource. The selected record resource provides access to nested data from data graphs and other data sources, expanding your ability to personalize flows.
Trigger Flows with Third-Party Connector Triggers: Use third-party connector triggers only in External System Change-Triggered flows to poll for matching data and process changes for specific connectors. The triggers check the external system for matching data and process the changes.
MuleSoft for Flow: Integration: Simplify data management and streamline connectivity between Salesforce and third-party systems. Define and manage value translation lookups in one location with Centralize Value Mapping Management. Use these mappings to standardize translations, improve flow stability with automatic handling of missing values, and track updates across multiple integrations from a single interface.
Flow Management: Visually track changes between flow versions with a comparison tool in Flow Builder. Triage issues wit the error rate column in the flows list view.
Triage Issues Directly from the Flows List View: Monitor flow health with the new Element Error Rate column. This column shows the percentage of flow elements that resulted in errors during the flow’s last occurrence. A green success icon indicates a 0% error rate, while a yellow warning icon represents an error rate from 1% to 100%. Identify and triage actionable problems without opening individual flows.
Enforcing No-Argument Constructor on Apex Classes Used for Invocable Action Parameters (Release Update): When this update is enabled, you get access to certain built-in Apex classes that are available to be used as invocable action parameters. Additionally, this update enforces the visibility of the no-argument constructor on any class. This update was scheduled to be enforced in Summer ’26. Starting in Spring ’26, Salesforce no longer enforces this update, but we recommend that you enable it. This release update was previously named Enforce Permission Requirements Defined on Built-In Apex Classes Used as Inputs.
Sort Apex Batch Action Results by Request Order (Release Update): With this update enabled, Apex batch action results are shown in the order that the requests are received. Currently, error-prone requests are prioritized at the top of the result list, and successful requests are at the bottom.
Add Static Resource Images to Display Text Without Leaving Flow Builder (Generally Available): Seamlessly browse for and upload static resource images directly from within the Display Text component. The Image option, which is now generally available, includes some changes since the beta release. Previously, to add a static resource image, you went to the Static Resources page in Setup to get the names of existing images and then used them in the component. Now, in a streamlined two-step process, you can search for existing images, upload new ones, and add alternate text all from within the screen flow.
Customize Screen Flows with Styling Overrides in More Components: Tailor screen flows to your audience with expanded styling options. You can now customize the look and feel of more screen flow components. The new supported components are Action Button, Address, Choice Lookup, Dependent Picklists, Email, Lookup, Name, Phone, Slider, Toggle, and URL.
Save Screen Space with Radio Button Groups in Screen Flows: Use the new Radio Button Group screen component to present horizontally (desktop) or vertically (mobile devices) stacked choices that are compact and easier to scan. The Radio Button Group component functions like the traditional Radio Buttons component where users select a single option at run time, but their choices appear horizontally or vertically stacked. The horizontal or vertical orientation reduces scrolling and provides a modern alternative to traditional radio buttons, checkboxes, or picklists.
Expose Style Settings for Your Custom Flow Screen Components: Let flow authors customize Lightning web components (LWC) by adding styling hooks to your code. The hooks define which properties an author can adjust in Flow Builder, such as colors and dimensions to match branding needs.
View Related Record Names and Open the Related Record from Data Table Lookup Columns: Display a human-readable record name instead of a Salesforce ID at run time when your Data Table column is a lookup field. Additionally, choose to make the related record name a hyperlink that opens the related record in a new browser tab at run time. You can view and navigate to the related record's page without complex workarounds.
Choose a Transcription Model for Converting Audio to Text: Get more control over how your audio is transcribed. The Transcription Model parameter provides two models, Whisper V3 Turbo and ElevenLabs Scribe V2, for the Convert speech to text and Convert Base64 speech to text actions to fit your transcription needs, such as audio quality, language, and data handling requirements. This parameter is available in Agentforce Builder, Flow, and REST.
Flow Orchestration: Flow Orchestration is now available as a standard feature in applicable editions.
Flow Orchestration Is Now a Standard Feature: Orchestration runs are now included in available editions with no usage-based limitations. Previously, orchestration run entitlements were limited.
Automatically Enable the Correct Permissions for Copy Field Enrichments: Now admin users or users with the Manage Profiles and Permission Sets or Manage Users permissions can automatically give the C2C user the correct permissions needed to activate copy field enrichments on most entities. Previously, you manually assigned copy field enrichments permissions. If the user doesn’t have the correct permissions to auto-enable, or if the entities require org-wide permissions, Salesforce displays the UI to manually assign permissions.
Automotive: Transform the Automotive business lifecycle by integrating conversational AI and automated workflows to streamline product sales and manage warranty claims for sales and service reps, dealers, and original equipment manufacturers. Optimize service delivery through prebuilt templates and screen flows that simplify goodwill repairs, and Automotive finance service processes such as lease extensions and transaction disputes. Centralize operations using Salesforce GO bundles and unified consoles to manage telemetry, fleet data, connected vehicles, and remote actions from a single location. Harness Tableau-powered analytics and Data Cloud to gain a 360-degree view of dealer performance, vehicle portfolios, and lead intelligence for deeper strategic insights and simplified data ingestion. Deploy autonomous agents and AI-assisted KYC document validation to streamline automotive loan and lease servicing. Quickly upload and map large volumes of vehicle, asset, and product data from CSV files using predefined DPE templates. Enhance business operations with new cross-cloud capabilities across purchase order management, inventory tracking, and sample fulfillment.
Autonomous Field Updates Apply Only to Licensed Opportunity Owners: Records will now receive automated updates from the Sales Management Agent only for the record's opportunity owner, rather than all Pipeline Management users as it has in the past. When you enable the Update Fields Autonomously setting for Pipeline Management, the agent executes field update suggestions only for records with related opportunities that are owned by users with a Sales Management Agent add-on license and the Sales Management User license. This change helps focus AI resources on priority users and supports data integrity across your org. This update is enabled automatically. No setup is required.
Turn Account Insights into Smarter Commerce Decisions with the Enhanced Merchant Agent: Track account risk, revenue trends, and inventory signals in one conversational experience for B2B Commerce. Use the merchant agent to monitor account health, identify business objectives and inventory risks, launch targeted win-back promotions, and manage static product bundles with fewer manual setup steps.
Set Up Products in Slack: Connect Slack with your B2B Commerce merchant agent so that you can create products and view account information directly from Slack instead of signing in to Salesforce for each task. Keep common workflows in one place. Configure subscription products and bundles through a simple conversation, replacing a manual, multistep process across multiple screens.
Enable In-Agent Shopping and Checkout for B2B Buyers: Improve customer engagement by displaying store UI components, such as product categories and product details, directly in agent interactions with buyers. The currency displayed is based on the buyer's locale. Buyers can also add simple products to their cart, view the cart summary, and clear the cart without navigating away from the agent.
B2C Commerce: Check out the latest features and updates from B2C Commerce.
26.6 Release: This B2C Commerce release occurs between May 19 and June 25, 2026.
Update Product Assets Faster with Bulk Replication: Update multiple products by using existing granular data replication tools. Publish your bulk changes directly from Business Manager. Bulk updates require enabling granular data replication and assigning permissions to replicate data.
Monitor Order Management Integration Rejections with Log Center Warnings: Detect and troubleshoot your Order Management integration failures faster by setting up a Log Center alert. When Order Management rejects an order after it has been accepted for asynchronous processing, B2C Commerce writes a warning entry to Log Center. Use these logs to detect and manage asynchronous order rejections.
Streamline Catalog Maintenance with Bulk Product Actions and More Export Options: Reduce time spent on day-to-day catalog operations by copying, deleting, and exporting products directly from a Product List. Copy up to 1,000 products and delete up to 200 products at a time, using fewer steps to maintain your product catalog. When exporting, choose to extract specific products, search results, or entire catalogs to a CSV or XML format.
26.7 Release: This B2C Commerce release occurs between June 23 and July 23, 2026.
26.8 Release: This B2C Commerce release occurs between July 21 and August 20, 2026.
Build Boost and Bury Rules Dynamically Based on Active Attributes: Build boost and bury rules with data metrics instead of relying on static product attributes to reflect current shopper behavior. You can now create rules dynamically based on performance metrics, including sales velocity, order count revenue, and impressions. You can only use system and custom
Translate and Refine Product Details with AI (Beta): Speed up localization across multiple locales by using AI to translate and refine product information directly from product lists. This feature requires enabling Agentforce Merchant Agent and providing the agent Business Manager permissions.
26.9 Release: This B2C Commerce release occurs between August 18 and October 1, 2026.
Evaluate Promotional Campaigns with Improved A/B Tests: Test the effectiveness of your promotions by using a streamlined A/B test interface. Set the rank, precedence and priority directly in the Promotions experience of the test segment. Use validated dates during test creation, and view date and time values in your local time zone.
Streamline Checkout with Address Autocomplete in Storefront Next: Reduce shoppers’ keystrokes and errors at the most abandonment-prone step of checkout with address autocomplete. During checkout, a shopper now needs to enter only three characters of their shipping or billing address to instantly receive Google-powered recommendations. When the shopper selects an address from the list of recommendations, Google completes the remaining address fields.
Agentforce for B2C Commerce: Check out the latest features and updates from the Shopping Agent for B2C Commerce storefronts.
Deliver Smarter Search Results with Agentic Commerce Search: Agentic Commerce Search enhances native keyword search with an AI model trained on your catalog data, shopper behavior, and simulated queries. It ranks products by relevance and conversion, handling natural language, typos, and emerging trends without manual maintenance. With Agentic Commerce Search, you no longer need to maintain synonym lists, stop word lists, and search rules for every edge case.
Build and Administer Storefront Next with AI Agents and the CLI: Use the Agentic B2C Developer Toolkit to build your storefront and manage administration tasks with AI agents, a CLI, and an MCP server. The toolkit includes agent skills and plug-ins that enable you to perform tasks by writing a prompt in your preferred AI coding agent. Examples of supported agents include Agentforce Vibes, Claude Code, Cursor, and GitHub Copilot (VS Code and CLI). With agent skills, AI agents can build storefronts, deploy cartridges, manage jobs, create sandboxes, and perform many other tasks from the terminal or directly inside your IDE. No need to write code from scratch, memorize CLI commands, or click through Business Manager. Use the CLI from the terminal to automate repeatable administration tasks.
Catch System Security Issues Early with Anomaly Detection: Identify performance regressions and security anomalies, such as error spikes or failed logins, earlier by running an Anomaly Detection log. You no longer need to manually investigate issues. B2C Commerce analyzes log patterns and shows anomalies in real time.
Show Shoppers Approaching Discounts: Inform shoppers how close their cart is to unlocking order and shipping promotions. Add configurable, ready-to-use components to your storefront to display messages such as "You're $10 away from free shipping.” Display a progress bar to indicate how close an order is to achieving a discount. You can turn on the components for mini-cart, cart items, cart order summary, and checkout.
Create Storefront Next Faster with Automated Setup in Business Manager: No need to manually set up API clients, Managed Runtime (MRT) projects and environments, and make the initial storefront deployment—storefront setup does it all for you. The automated setup creates a storefront with an eCDN default domain and certificate. Choose to have your storefront code stored in a GitHub repository and authenticate to GitHub. After setup completes, you can view, clone, delete your MRT environment, and edit some settings. If you have PWA-Kit storefronts created earlier in MRT, you can display them in Business Manager and have all your storefronts available in one interface.
Maintain Consistent Product Information Across Online and Store Channels: Keep your product data synced between B2C Commerce and Point of Sale with catalog unification. B2C Commerce becomes your single source of truth and automatically syncs product information to Point of Sale on your schedule. Eliminate manual data entry, reduce errors, and make sure that customers see accurate product details whether they shop online or in-store.
Evaluate Click-Through Rate in Search Results: Monitor how often shoppers click a result after searching. Use the new Click-Through Rate metric on the On-Site–Top Search dashboard to review search result engagement and spot trends and prioritize conversion opportunities.
Monitor Commerce App Integration Health with Connection Status Reporting: Assess whether your Commerce apps are healthy, degraded, unhealthy, or unknown directly on the installed app screen in Business Manager. Catch broken integrations early with real-time visibility, clear error messages, and timestamps that pinpoint when issues occurred. Resolve connection problems faster with specific remediation steps, such as reauthenticating or updating credentials, before they affect your storefront operations.
Deploy Commerce Apps Across Instances with Data Replication: Install and configure the Commerce App Package (CAP) on a staging instance and then publish the package to production using the new SITE_COMMERCE_FEATURE_STATE replication group. Run code replication before data replication to deploy cartridge dependencies first and prevent run-time errors when configuration tasks reference custom code or hooks.
Get Guided Answers in Business Manager with the Commerce Agent Help Chat (Beta): Complete commerce tasks faster with the Commerce Agent Help Chat (Beta), which brings generative AI chat-based help directly into Business Manager. Ask questions in natural language or select suggested prompts to get contextual answers without leaving your workflow. Links take you to the pages that you need, and the chat stays with you as you complete tasks.
Manage Checkout Integrations with Commerce Apps: Install and configure Commerce apps for payments, tax, and shipping from the Commerce Apps page in Business Manager. Use one-time setup tasks instead of fragmented manual processes. Monitor integration health, control where Commerce app components appear in your storefront, and view real-time status updates for your checkout providers.
Build and Deploy Storefront Extensions Faster with the Commerce Apps Framework: Bundle front-end UI components, back-end logic, or both into a Commerce App Package (CAP). Deploy the package through one automated command instead of handling cartridge uploads, path configuration, and data imports manually. Choose from three build approaches for varying levels of control, including UI-only, backend-only, or fullstack apps. The Commerce Apps Framework currently supports Tax, Ratings & Reviews, Loyalty, Digital Asset Management, Product Visualization, and Analytics domains with more domains coming soon.
Manage Commerce Apps from a Dedicated Business Manager Workspace: Discover, install, and manage Commerce Apps across every feature domain from one location. Browse the full app catalog, discover apps in a featured apps carousel, and get quick access to documentation before you install. The App Catalog brings your native, partner, and custom apps into one list and tracks each app's setup progress.
Avoid Data Residency and Privacy Issues with Salesforce Connection: Before you connect your B2C Commerce instance to a Salesforce org, an advisory message appears if the regions don’t match, or if B2C Commerce can’t determine the region. Review the advisory message and verify that your cross-region configuration meets data residency and privacy requirements.
Send Post-Order Notifications via SMS and WhatsApp: Reach shoppers on their preferred channels by sending post-order notifications through SMS and WhatsApp in B2C Commerce with Agentforce Marketing. SMS and WhatsApp join email as supported channels for post-order shopper notifications.
Composable: Check out the latest features and updates from Progressive Web App (PWA) Kit and Managed Runtime.
Create and Manage Reusable Content with Content Blocks: Content blocks are modular, reusable units of content that you create in Page Designer and manage centrally using the Content Blocks module in Business Manager. This release introduces content blocks, the Content Blocks module for centralized lifecycle management, and an improved component panel in Page Designer.
Launch Promotional Campaigns Faster with Higher-Capacity Coupon Code Imports: Run merchant-defined coupon code imports without the extended startup pause that delayed past loads, and process substantially more codes per run. Launch larger personalized-code promotions on tighter timelines. Continue to use system-generated codes when a campaign requires millions of unique codes.
Design Your Own Merchandising Workspace: Create a unified view and customized navigation tailored to your merchandising tasks by using the Merchandising template or build a custom workspace from scratch using Manual Setup.
Manage eCDN Settings from a Single Configure Zones Page: A new Configure Zones page in Business Manager consolidates all eCDN controls into a single, tabbed interface. Manage TLS certificates, WAF rules, performance optimizations, custom error pages, logs, and analytics from one location. Existing Trusted IP configurations are automatically migrated to the new WAF-backed architecture with no manual action required.
Detect Leaked Credentials with eCDN Rules: Five new Cloudflare Leaked Credentials Detection fields let you challenge or block login attempts that submit previously exposed credentials.
Stream and Download eCDN Logs from Business Manager: Monitor and troubleshoot your eCDN traffic directly from the Logs tab on the Configure Zones page. Use Logpush to stream HTTP Requests, Firewall Events, or Page Shield Events continuously to Amazon S3, Google Cloud Storage, Azure Blob Storage, Datadog, or Splunk, with up to 2 active jobs per zone. Use Logpull to download request logs from the past 7 days on demand with no destination setup required.
Track PCI Compliance Alerts for Your eCDN Zone: Stay informed about PCI compliance status for your eCDN zone directly from the Configure Zones page. The new Notifications tab surfaces PCI alerts so you can monitor compliance without leaving Business Manager.
Use Embedded CDN Capabilities for On-Demand Sandboxes: Provision a Default Domain hostname with full B2C Commerce embedded content delivery network (eCDN) capabilities for newly provisioned On-Demand Sandbox (ODS) instances. Use eCDN features, such as edge caching and web app firewalls, and test storefront configurations and security rules in a sandbox that closely mirrors your production setup. The storefront host for ODS instances changes from .dx to .my, including for already-provisioned sandboxes. Business Manager, WebDAV/code upload, jobs, and the Sandbox API remain on the .dx host.
Inspect Individual Firewall Events with Sampled Security Logs: Investigate firewall activity at the per-request level directly from the Analytics tab on the Configure Zones page. Switch to Security mode to view up to 15 sampled firewall events from a selected time range, with detail including action, country, IP, service, WAF Attack Score, SQLi/XSS/RCE scores, Ray ID, User Agent, ASN, HTTP method, query string, host, and matched rule.
Track Granular Replication and Shopper Sign-Ups in Real Time (Pilot): The B2C Commerce eventing framework, introduced as a pilot in the 26.6 release, adds four new event types with the 26.7 release. Three granular replication events, sf.cc.replication.granular.completed, sf.cc.replication.granular.failed, and sf.cc.replication.granular.incomplete, report per-object results for products, price tables, and content assets, indicating which individual object IDs succeeded and which failed. A fourth event, sf.cc.shopper.registered, fires when a customer profile is created and committed. This event is site-specific, so you can configure a different endpoint for each site.
Receive Near Real-Time Notifications with New Eventing Framework (Pilot): React to data and processing changes in B2C Commerce by using the B2C Commerce eventing framework. In the 26.6 release, the eventing framework introduces support for two new asynchronous event notifications related to replications. B2C Commerce plans to add support for more events in later releases.
Protect Your Storefront with Hardened File Upload Security: To improve security, Business Manager now enforces multi-factor authentication (MFA) to import or upload JavaScript files and HTML files that contain scripts. JavaScript and HTML files viewed through WebDAV or the Folder Browser no longer execute within Business Manager, but you can still download them locally.
Using Catalog Feed Integration with Google to Reach Shoppers: Syndicate your catalog to Google by sending a curated product feed to Google Merchant Center. Map B2C Commerce product fields to the channel fields that Google expects, filter which products are included, and preview the feed before turning on the daily sync. Maintain accurate product titles, prices, images, and availability on Google without writing custom code.
Access Help Resources in Commerce Agent Help Chat: Access help documentation, developer resources, and support tools directly from the Business Manager help chat. The help icon previously located in the Business Manager header is now in the chat and labeled Resources. Find quick links to the Help Portal, release notes, Trust Page, IdeaExchange, B2C Trailblazer Community, and Developer Portal in one place.
Simplify Product Migrations with Automated Image Replication: Product images are now included when you replicate products from staging to production. Granular replication bundles internal product images in a zip file and places the images in their correct locations during the import process. Previously, product images weren't transferred, so you had to move them manually.
Generate Consistent Image URLs in Jobs with Job Hostnames: When B2C Commerce generates image URLs in a job context, such as a catalog export, it can now use the job hostnames from your site's aliases file. These URLs match your other job-generated URLs, so you no longer need custom code to correct the hostname.
Improve Search and AI Discoverability with JSON-LD (JSON for Linked Data) Tags: Add structured data (for example, Schema.org) to your storefront pages with a JSON-LD page meta tag. Search engines and AI answer engines, such as ChatGPT and Perplexity, can then read facts such as product name and price directly instead of inferring them from your HTML. Improve organic discoverability and enable rich results.
Manage Storefront Next Environments Preconfigured with eCDN: The Managed Runtime (MRT) environments that storefront setup or you create in Business Manager are preconfigured with the embedded content delivery network (eCDN). Native eCDN support for Storefront Next provides better performance and security, a default domain for your storefront, and eCDN security features. The default domain, *.my.cc.salesforce.com, is automatically mapped to the *.exp-delivery.com MRT domain, and you don't need to set up a proxy.
Honor Shopper Consents Across Notification Channels: You can create a flow so that Data Cloud syncs shopper consent preferences to B2C Commerce automatically. When a shopper changes email or text message notification preferences, a consent sync flow updates the shopper's record in B2C Commerce. Use this feature to protect shopper trust and stay compliant with consent preference regulations.
Merchant Agent for B2C Commerce: The Merchant Agent for B2C Commerce is an AI-powered assistant in Business Manager that helps merchant admins streamline their daily merchandising tasks. The Merchant Agent automates the creation of complex sorting, boost-and-bury, and categorization rules. Describe your intent in natural language, review the AI-generated configuration, and apply it. The agent reduces setup time but you still maintain full control over your merchandising strategy.
Merchant Agent for B2C Commerce (Generally Available): The Merchant Agent for B2C Commerce, now generally available, brings AI-powered capabilities to your daily merchandising workflows. Use natural language to create boost and bury rules, sort products in a category, and add products to a category.
Manage Multiple Tax Items on a Basket Line Item: Track up to 10 individual tax items on a basket line item, in addition to the standard aggregated tax value. Each tax item includes an ID, value, and rate, and depending on your requirements, can capture the taxes that apply to where you do business, such as federal, state, or district. Tax items automatically sum into the existing aggregated tax fields without adding fields at the order-totals level, so you manage either the aggregated tax field or the individual tax items, not both.
Build New Customer Realms on SCAPI Instead of OCAPI: Give new customers a single, modern REST API for their custom implementations with SCAPI, the Salesforce Commerce API. Starting September 1, 2026, Business Manager no longer offers OCAPI settings for new customer realms. SCAPI provides the long-term support and extensibility to build on. Existing customers who provision a new realm after that date and need OCAPI settings can request access by contacting Salesforce Customer Support.
Boost Checkout Conversion in Storefront Next: Offer shoppers a streamlined checkout experience and reduce cart abandonment. When a first-time shopper checks out, they can now save their shipping and payment information for future use and create an account with your store. When a registered shopper returns to make another purchase, the shopper only needs to enter their email and a verification code to check out. Their shipping and payment information is automatically filled in. Shoppers always have the option to check out as a guest.
Curate Your Product Listings in ChatGPT Using Catalog Feed Integration with OpenAI: Reach shoppers in ChatGPT by sending a curated product feed to OpenAI. Map B2C Commerce product fields to the channel fields that OpenAI expects, filter which products are included, and preview the feed before turning on the daily sync. Maintain accurate product titles, prices, images, and availability in ChatGPT without writing custom code.
Create Person Accounts During Shopper Registration: When Shopper Profile Sync is turned on, B2C Commerce now creates a person account in the connected Salesforce org in real time when a shopper registers using the B2C Commerce API (SCAPI) or a storefront built with PWA Kit or Storefront Next. This enhancement makes sure that person accounts are immediately available for use in your Salesforce org without waiting for asynchronous Shopper Profile Sync processing.
Use Phishing-Resistant Verification Methods for Multi-Factor Authentication: Account Manager now supports additional phishing-resistant verification methods, including passkeys, security keys, and built-in platform biometric authenticators such as Touch ID, Face ID, and Windows Hello. After you enable phishing-resistant methods on the organization detail page, Account Manager users can register those methods and use them at login. Phishing-resistant methods use FIDO2/WebAuthn to bind credentials to Account Manager, so attackers can't reuse them on a spoofed site. We highly recommend that Admin users register with one of the phishing-resistant verification methods.
Price Book Quota for a Storefront is Now 5,000: Introduce more pricing strategies across regions, promotions, and assortments, and scale complex pricing operations without restructuring your storefront setup. You can now maintain up to 5,000 price books per site.
Customize Product Readiness Checks: Make sure that products are ready for sale on your storefront by adding custom attributes to consider before publishing. In addition to the standard readiness check, you can select up to 20 attributes to determine that each product meets your catalog standards before it's marked storefront-ready.
Work More Efficiently with the Redesigned Business Manager Interface: Access version, updates, and POD details in the Business Manager navigation panel instead of the footer, which has been removed to reduce clutter. Instance and site time zone are available in a tooltip.
Rename and Delete Apps Directly from the App Header: Manage your custom Business Manager apps more efficiently by renaming or removing them directly from the app header. Rename an app to match your business terminology, or permanently remove an app you no longer use to reduce workspace clutter.
Resolve Issues Faster with Centralized, Multi-channel Alert Management: Track issues across all Log Center data sources from a unified management page. Create alerts for various activities, such as events, log streaming, and anomaly detection. Expand your notification channels to Slack and PagerDuty to quickly inform technical teams. Reduce notification noise with state-aware alerts that fire when an issue is new, ongoing, or resolved.
Update Custom Cookies to Comply with RFC 6265 Standards: To close security gaps, B2C Commerce has upgraded third-party libraries to adhere to RFC 6265 cookie compliance. Custom storefront code that emits noncompliant cookies, such as a domain attribute with a leading dot or invalid characters, now fails. Update your cookie-handling code in your On-Demand Sandbox instances to be compliant with the RFC 6265 standard.
Deliver Richer Shopping Experiences with the Storefront Next Market Street Template: The Market Street retail template offers an enriched My Account page, Product Listing Page (PLP), and Product Detail Page (PDP). The template provides a proven blueprint, which saves implementers and merchants time and enables them to focus on brand differentiation and integration rather than page design. The product pages include components for a wishlist, store locator, in-store pickup, inventory status, enriched product tiles, and a popup to add a product to the cart. You can also include product reviews and ratings by connecting to a third-party service. The My Account page contains recent orders, the wishlist, payment methods, as well as other new features.
Unlock Agentic Shopping and Cross-Cloud Experiences by Connecting B2C Commerce to Salesforce: With just a few clicks, create a trusted data exchange between B2C Commerce and a dedicated Salesforce org. By connecting your B2C Commerce instance to a Salesforce org, you can access cross-cloud experiences like Shopper Agent, Merchant Agent, Shopper Profile Sync, and Shopper Notifications.
Schedule URL Redirect Activation and Expiry: Set Online From and Online To dates on a URL redirect so that it activates and expires automatically, without manual Business Manager changes. Schedule redirects ahead of product go-lives, category changes, and seasonal campaigns.
Storefront Next Version 1.0.0 Release: Storefront Next is generally available for production use as of June 9, 2026. Build fast, personalized commerce experiences using modern web technologies, such as React 19 and React Router 7. Deliver performance without sacrificing personalization.
Storefront Next: Check out the latest features and updates from Storefront Next.
Manage Content for Site-Wide Regions in Storefront Next with Content Blocks (Beta): Manage content for headers and announcement banners consistently across your entire storefront by creating content blocks in site-wide regions. Instead of recreating content that appears across your entire storefront for each individual page, create the content once and apply it everywhere. Maintain brand consistency and save time when updating promotional messages or navigation elements that appear site-wide. Preview your changes directly from Page Designer without switching user interfaces.
Manage Content in Site-Wide Regions with Content Blocks (Generally Available): Keep content consistent across the entire storefront by creating content blocks in site-wide regions in Page Designer, including headers and mega menus. Instead of recreating content for each individual page, create the content once and apply it everywhere. Site-Wide Regions for Content Blocks, now generally available, helps you maintain brand consistency and save time when updating promotional messages or navigation elements that appear site-wide. Preview your changes in Page Designer without switching user interfaces.
SFRA: Check out the latest features and updates from Storefront Reference Architecture (SFRA).
Shopper Agent Now Uses Your Store's Gross Tax Configuration: Shopper Agent now automatically detects and respects your gross taxation configuration in cart and checkout flows across SFRA and PWA storefronts. No additional setup is required. All cart operations—adding and removing items, updating quantities, and applying coupons and promotions—reflect the gross prices that shoppers see in the storefront.
Shopper Agent Powered by Agentic Commerce Search is Redesigned: Set up and deploy the B2C Shopper Agent quicker with a new streamlined setup. Product discovery is now powered by Agentic Commerce Search to deliver more accurate and contextual results. It’s also easier to configure the agent by using the new Agentforce Builder and Agent Script. When a shopper starts a conversation with the agent, a new Agentforce Commerce Client with an improved interface replaces Enhanced Chat.
Refine Duplicate Prevention for Shopper Profile Sync: Configure three matching rules and three corresponding duplicate rules to prevent duplicate person accounts when Shopper Profile Sync creates or updates shopper records. The updated three-rule model replaces the previous single matching rule and standard duplicate rule, which didn't cleanly distinguish guest records from registered records or let a newly registered shopper claim a prior guest account.
Establish Person Accounts for Shoppers with Shopper Profile Sync: Shopper Profile Sync connects your B2C Commerce shopper data with account records for use with other Salesforce apps. This native integration replaces custom code and manual tools with an automated system that syncs registered shoppers as person accounts or contacts. The sync adds or updates contact and account IDs on the B2C shopper profile. By anchoring shopper identities across the Salesforce Platform, you provide the foundational data needed to power Agentforce actions, personalized service, and loyalty programs.
Shopper Agent for B2C Commerce: The Shopper Agent for B2C Commerce, powered by Agentforce, helps shoppers through their product discovery and purchasing journey. Shoppers can “chat” with the Agent and receive assistance with product search and recommendations, learn about promotions, get answers to frequently asked questions, and count on secure checkout.
Protect Storefront Next Access via Business Manager: Control access to your storefronts by using the Business Manager site configuration. Grant access to Managed Runtime environments associated with your storefronts only to users with a basic authentication password.
Get Optimized Storefront Performance with a New Architecture: Storefront Next uses React Router 7 framework mode, which renders pages on the server for initial page loads and reduces client-heavy processing in the browser. The Storefront Next server-side personalization delivers tailored content and data without sacrificing performance. Storefront Next uses Tailwind and shadcn/ui for CSS styling and components, which results in smaller storefront bundles and improved Core Web Vitals.
Keep Your Figma Design Kit and Storefront Next Code in Sync: Maintain a single source of truth for your brand tokens and components between the Figma design kit and your Storefront Next code. Use the Storefront Next Figma agent plugin to duplicate the official design kit for your brand, sync your brand colors and typography from code to Figma, and reflect component changes from code to Figma and vice versa. When you publish the Figma Code Connect mappings, your Figma components show your real React code in dev mode.
Deliver Personalized Shopping Experiences at Scale with Storefront Next (Generally Available): Storefront Next is a full-stack React framework that combines server-side rendering with client-side navigation to deliver performant and personalized shopping experiences. Save time and effort by using an automated workflow in Business Manager to set up your storefront. With the B2C Developer Toolkit and agent skills, get help with storefront development and convert your Figma design to code. Merchants can customize the storefront in Page Designer, which renders React components natively. Customers can converse with the Shopper Agent to find products.
Manage Storefront Next Page Content in Page Designer: Merchants can now use Page Designer to add and customize these Storefront Next pages: Home Page, About Us, Product Detail Page (PDP), and Product Listing Page (PLP). These pages include layout and content components. After an administrator has set up the storefront in Business Manager, merchants can set component properties, and target campaigns and promotions in component settings.
Preview Your Storefront in Business Manager with Shopper Context: Verify how your storefront looks based on shopper context, including customer groups, date and time, source code triggers, and qualifiers. Use the preview feature to test changes to products, pricing, and marketing strategies before deploying to production. This process helps you verify that your site displays correctly for scenarios like upcoming sales or seasonal campaigns.
Build and Test UI Components in Storefront Next with Storybook: Storefront Next includes Storybook, an open-source front-end tool for building, viewing, testing, and documenting React UI components. Use Storybook to explore the built-in Storefront Next components, build components in isolation, run automated tests, and create component documentation. Using Storybook for component development leads to easier component discoverability, faster development, higher component quality, and reduced regressions.
B2C Storefronts: B2C Commerce includes Storefront Next, Composable and Storefront Reference Architecture (SFRA) Storefronts.
Follow Requests Across Services with Traces (Beta): Now you can follow a single request in Log Center as it travels across B2C Commerce services. The new Traces page (Beta) shows the end-to-end path of a request and the time spent in each service, so you can pinpoint where latency or errors occur without stitching together separate logs. Search traces by service and time period, open a trace to read its nested span waterfall, and share a view with a colleague through a copyable link.
Track Performance Metrics in Merchandising App: View key metrics, trends, and recommendations directly on your Business Manager Merchandising App. Monitor business performance and identify opportunities for improvement. Use the Merchant Agent to monitor and explain metrics, such as product conversion rate, inventory turnover, or selling velocity by size, and recommend actions.
Manage eCDN Trusted IP Addresses in Web Application Firewall (WAF) Custom Rules After Migration: Starting in B2C Commerce 26.6, Salesforce migrates your existing Trusted IP Address configurations from legacy Cloudflare access rules to WAF Custom Rules and Managed IP Lists. After the migration, manage these rules through Business Manager for more granular control over trusted traffic. Security rules also support definition at the account level, applying across all zones in the realm without per-zone configuration. Reference Managed IP Lists by both zone-level and account-level rules.
Boost Productivity with Unified Header Search and Redesigned Navigation: Streamline navigation and find tools faster with a new search bar in the header and an updated left navigation menu in Business Manager. Use header search to find pages across Merchant Tools and Administration from one combined list, without opening the waffle menu first. The updated left navigation provides more vertical space for nested categories and improves scanability with tighter spacing, left-aligned accordion toggles, and a higher-contrast layout.
Access Tools from One Place with the Business Manager Utility Bar: Reach your most-used tools from anywhere in Business Manager with the Utility Bar. Review alerts, access tools, preview a storefront, and manage your user preferences, all from a single bar. Previously, these tools were on the Business Manager header.
Manage Visual Merchandising Manually or with the B2C Merchant Agent: In Business Manager, you can now manage Visual Merchandising using two methods: create boost and bury rules manually through the standard interface, or use the B2C Merchant Agent to create rules with natural language.
Manage Category Slicing and Product Variations in Visual Merchandising: Visual Merchandising is now the central place to complete category-level slicing and see all product variants within a category. Access these common tasks right from the dropdown menu on a product card so you no longer leave the merchandising flow.
Batch Management: Get better control over Batch Management workflows with CSV support and a new operator for filtering records.
Track Cancellation Progress with the Canceling Status: Batch runs now show the Canceling status while the in-progress batch job parts finish processing when you cancel a batch job. After all in-progress batch job parts complete, the batch run status changes to Canceled. The Canceling status is available only for certain process types depending on your licenses.
Process Record Updates at Scale with CSV Upload: Handle large-scale record updates by uploading a CSV file of unique identifiers directly to a batch job. Bypass traditional database query limits by using asynchronous processing to handle up to 50,000 records per upload without complex filter logic.
Refine Record Selection with Enhanced IN Operator Support: Process specific records directly from business workflows by passing a collection of record IDs into a batch job. Replace simple text variables with dynamic collection variables by using the IN operator to increase filtering precision and target only the records selected for the business workflow. Pass a list of up to 200 selected records directly into a batch job run to make accurate data updates and reduce the risk of unintended changes.
CRM Analytics REST API: Using the CRM Analytics REST API, get stage information for dataflow job nodes and filter replicated dataset fields with advanced properties.
CRM Analytics: CRM Analytics enhancements include new and updated features for dashboards, lenses, analytics apps, and data integration.
Generate Semantic Models Using the CRM Analytics Metadata Bridge: Use the CRM Analytics Metadata Bridge to create a semantic layer from your most-used CRM Analytics dashboards. The bridge analyzes your dashboards, creates the relevant objects in Data 360, and generates a valid semantic model from your CRM Analytics data in four steps: selection of source CRM Analytics dashboards, data lake object (DLO) creation, data model object (DMO) mapping, and semantic model generation. Use your semantic model in your Tableau Next workspace to build metrics, visualizations, based on the semantic layer and provide your users with conversational analytics.
Extend an Existing Semantic Model with CRM Analytics Dashboards (Beta): Use the CRM Analytics Metadata Bridge to add data from your CRM Analytics dashboards to an existing Customer 360 (C360) semantic model in Tableau Next, without changing the original model. The extend flow analyzes your most-used dashboards, compares them against a base semantic model, and generates a new semantic model that includes only the additional objects and fields you select.
Protect Your Work with the CRM Analytics Recycle Bin (Beta): Safeguard your critical analytics by moving deleted dashboards and lenses to a dedicated recycle bin instead of losing them forever. View, manage, and restore these assets to their original state while automatically pausing associated subscriptions and notifications during the retention window.
Analytics Experience and Visualizations: Get insights from Data 360 data more efficiently in more places. This release adds support for Experience Cloud embedding and live query reuse. You can also tailor your data views with selective totals in compare tables, utilize multi-text filters, perform advanced Semi and Anti joins, and print large dashboards completely.
Manage Column Total Visibility in Your Compare Table: Customize your dashboard tables to show only the summaries that matter to you. You can now hide totals for columns where a summary doesn't add value, such as ratios or unique identifiers. This update simplifies complex compare tables by focusing attention on the most impactful metrics.
Publish Large Dashboard Layouts with Full-Width Printing: Make sure that your wide charts and tables print clearly without clipped data by using the new full width option. Switch from the standard A4 width to a full-viewport layout to use the extra horizontal space on A3 or larger paper sizes. All dashboard widgets update to occupy the available space for a polished physical report.
Filter Dashboards with Multiple Text Values Simultaneously: Narrow your data to exactly what you need by entering multiple text values into dashboard filters, including global filters. Previously, filters supported only single text entries or broad matching. Now, you can enter comma-separated values to view specific groups of records, such as several SKU numbers or customer names, all at once.
Boost Query Performance and Data Efficiency with Semi-Joins and Anti-Joins (Generally Available): You can now add semi and anti joins to your queries to identify duplicate and non-matching rows without coding. This update not only accelerates query performance by retrieving only essential data but also empowers you to perform advanced data analysis more efficiently, making complex data insights accessible to all. This feature is now generally available.
Embed Data 360 Live Data Widgets in Experience Cloud Sites: Embed dashboards with widgets that use live connectors, including Data 360, directly into your Experience Cloud sites. Give your users access to up-to-date information so they can review, profile, and trend real-time data right in their daily workflows.
Output Your CRM Analytics Data to Azure Data Lake (Generally Available): Write your data from CRM Analytics into Microsoft’s Azure Data Lake with the Azure Data Lake output connector. Write recipe output datasets as one or more .csv files to your data lake, improving your overall business processes with better data. For example, you can output processed and transformed customer service data to help your team improve customer satisfaction. This feature is now generally available.
Analytics Data Integration: Inspect your Data Prep recipes for performance and troubleshooting. Export recipe schedules for your external calendar. Upload and download your recipes directly from Data Manager. Write to multiple Data 360 data lake objects in a single recipe.
Streamline Your Data Prep by Writing to Multiple Data 360 Outputs in a Single Recipe: Consolidate your data prep processes by writing to multiple Data 360 data lake objects (DLO) in a single CRM Analytics recipe. Minimize issues with recipe run limits by consolidating your data prep into one recipe. For example, input your data and use filter nodes to write two distinct, filtered subsets, one to the Marketing DLO and one to the Sales DLO, in a single recipe execution. This reduces complexity and keeps your transformations organized.
Improve Write to Data 360 Output Performance with Optimized Append, Upsert, and Delete Actions (Generally Available): Decrease processing time when writing to Data 360 by overwriting existing Data Lake Objects (DLO) using optimized output operations. Instead of processing all rows of the output data, the optimized append, upsert, and delete operations run incrementally on subsets of the output data, resulting in faster runs. This feature is now generally available.
Increase Performance and Reliability with the CRM Analytics Recipe Inspector: Use the recipe inspector to troubleshoot issues and improve performance. Deep-dive into your recipe jobs to view the detailed information at each stage of the flow. Monitor individual node performance and status. You can quickly identify a slow join or a transformation node that failed to make fixes immediately.
Export Recipe Schedules to Your External Calendar for Easy Tracking: Export your CRM Analytics recipe schedules as calendar format (ICS) for quick reference and visibility in your calendar. For instance, share a recipe's run schedule with stakeholders in other teams to coordinate data readiness and reporting deadlines.
Upgrade to OAuth Security for Your Salesforce External Connections: 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.
Improve Dashboard Responsiveness with Result Reuse for Data 360 Live Queries: Reduce processing costs and balance data freshness by configuring how long to retain query results. When you run a query with identical data access, CRM Analytics retrieves the previous results. This reuse speeds up load times, especially for large or complex queries.
Subscribe to Dashboard Widgets in Experience Cloud Sites (Beta): Keep your community users informed with dashboard widget subscriptions in your Experience Cloud sites. Send automated updates to your external users via email or portal notifications based on their selected schedules and filters. CRM Analytics enforces portal profiles and sharing rules so that your community users only see authorized data.
Bill Self-Service Help Agent Usage by Resolution: Help Agent now supports resolution-based billing, where your customers are charged per successfully resolved guest user interaction instead of per Agentforce action. A resolution is counted when the conversation ends without escalation to a human agent, and the charge for that resolution is deducted from the customer's Digital Wallet balance. This outcome-based model aligns cost with actual value delivered, making Self-Service deployments more predictable and cost-effective.
Billing: Billing brings together every aspect of your revenue operations, keeping transactions accurate and up to date while handling cancellations, amendments, billing frequency changes, and milestone-based adjustments automatically. Stream invoices faster with invoice batch runs, and shift daily and weekly invoice schedules automatically to the next working day when they fall on a holiday or weekend. Payments consolidate across invoices and refunds process automatically, while additional payment methods together with one-click payment options elevate the entire payment experience. Pass level 2 and level 3 data to your payment gateways. Automate the end-to-end dunning lifecycle, from early reminders to manual escalation, while a 360° account view helps track balances. Speed up billing inquiry and dispute resolution with clearer visibility and guided case creation, and manage billing arrangements efficiently. Enhancements to Create Standalone Billing Schedules API simplify amendments, renewals, cancellations, and mid-subscription billing frequency changes.
Summarize Billing Transactions in a Statement of Account: Get a consolidated view of all billing transactions for an account and its related accounts by using the Generate Account Statement quick action. You can create account statements directly from Account records, apart from using the Generate Account Statement API.
Simplified Payloads for Create Standalone Billing Schedules API: Your developers can now use the enhanced Create Standalone Billing Schedules API to pass minimal, intent-based requests for these operations—amendments to billing frequency, end date, field, price, and quantity, renewals, and cancellations. If you don't pass the data for required Billing fields such as unit price and total price in case of amendments, Billing can now automatically compute these details based on historical transaction context or billing schedule group ID.
Align Billing with Cancellations on Future-Dated Orders and Quotes: Get accurate billing schedules for quotes and orders that are canceled before a scheduled future-dated order or quote starts. This enhancement is supported on termed and one-time products, and eliminates the need for manual reconciliation.
Manage All Billing Transactions from Billing Settlements Central: Get a unified view of all your billing transactions—invoices, payments, credit memos, and debit memos. Gain real-time visibility into open balances. Apply payments and credits, and settle invoices from the same interface.
Billing Schedules and Billing Milestones: Maintain accurate billing for cancellations on future-dated assets, and for amendments on milestone-billing products and assets. Update billing cycle of new sale order or quote from higher to lower billing frequency.
Changed Connect REST API in Billing: The Create Standalone Billing Schedules API now supports simplified data exchange. Whether you are performing a price amendment or renewal, you can send high-level request details while the system manages the granular billing adjustments. You can also change billing frequencies mid-subscription, including shifts from annual to monthly terms, directly at the billing schedule group level. This enhancement handles complex proration and calculates the correct billing period amounts when pricing and billing frequencies differ.
Changed Metadata Types in Billing: Reconcile any remaining balances to reflect the latest transaction state, especially when your customers change or cancel an order.
Collections: Run automated dunning workflows via Dynamic Revenue Orchestrator to streamline payment reminders.
Group Invoices of an Account into a Single Payment Request: Combine multiple invoices of an account into a single payment request. The invoices are grouped based on currency, saved payment method, and due date window. When you generate invoices, Billing automatically generates a single payment schedule and payment schedule item for the invoices. This enhancement helps your customers save transaction fees by making a single payment request for multiple invoices.
Customer 360: View all billing activity in one place, track open balances in real time, and take action. Navigate complex billing arrangements with new related lists on Account and Invoice records. Accelerate dispute resolution with assisted case creation and real-time tracking via the Billing Operations Console.
Manage Billing Inquiries Efficiently with Assisted Case Creation and Metrics: Empower your customer service representatives to initiate billing disputes directly on behalf of your customers to accelerate the service request intake process, turnaround, and resolution time. Get real-time notifications for new billing cases, view the list of recent billing cases for an account, and track case metrics on the Billing Operations Console. By using these enhancements, your customer service representatives can efficiently track and analyze billing case and dispute patterns, and also generate reports. Assisted case creation drives faster resolutions while also minimizing customer effort by handling the submission and tracking for them.
Automate Dunning Workflows by Using Dynamic Revenue Orchestrator Templates: You can now automate the entire dunning journey from sending email reminders to manual recovery on payment collections. By using the out-of-the-box Dynamic Revenue Orchestrator templates, you can automatically send payment reminders for due and overdue invoices. You can also customize the dunning workflow as per your business needs and customer segments to streamline revenue collection and make the outreach more effective.
Change from Higher to Lower Billing Frequencies on New Sale Orders and Quotes: Your sales representatives can update the billing frequency on new sale orders and quotes, from longer pricing terms such as semi-annual or annual, to shorter billing cycles such as monthly or quarterly, and vice versa. When the order is activated, Billing automatically generates accurate billing schedules with appropriate billing period amounts based on the updated billing frequency.
Stream Invoices Faster with Upgraded Invoice Batch Runs: Invoices now stream into Salesforce when an invoice batch run starts. Billing teams can start reviewing, sending, and collecting payments on invoices immediately, without waiting for the entire job to complete. Additionally, when monitoring invoice batch runs, you now see a single batch management job instead of three separate processing steps.
Generate Pay Now Links and Associate Payments with Business Accounts: Associate invoice payments with the correct business account by generating Pay Now links. The payment and any saved payment methods are automatically associated with the correct business account in Billing. When customers pay as a guest by using a new payment method, they can save it for future use.
Start Daily and Weekly Invoice Schedules on Working Days: Configure daily and weekly invoice runs to start on working days. Along with monthly schedules, daily and weekly invoice runs can now start on a working day if the original date falls on a holiday or weekend.
Make Smarter Collection Decisions with Predictive Invoice Risk Scores (Pilot): Identify invoices at risk of late payment and focus collection efforts where they matter most. Categorize invoices into risk levels to guide follow-ups and reduce overdue payments. Use these insights to drive timely actions and improve cash flow visibility.
Invoice Management: Prioritize invoices at risk of late payment and focus collection efforts effectively. Speed up your billing cycle with real-time invoice generation and simplified batch monitoring. Schedule invoice runs to start on working days by skipping holidays or weekends.
Support Milestone Plans for Amendments: Apply milestone plans to amended billing schedules. When you activate an amendment order with a negotiated milestone plan or milestone-enabled billing treatment, Billing links the milestone plan to the updated billing schedules and recalibrates the plan based on the amendment amount and date.
New and Changed Invocable Actions in Billing: Provide more detailed account statements by including custom fields to meet unique reporting requirements. Also, automate the refund process and initiate dunning notifications to settle unpaid invoices without manual intervention.
Payments and Refunds: Get consolidated invoicing for multiple invoices, and issue refunds automatically for cancellations or negative amendments. Pass Level 2 and 3 data to payment gateways through Apex adapters. Generate one-click payment links against your invoices to give your buyers a seamless payment experience.
Initiate Automated Refunds on Negative and Canceled Invoices: Your customers can now automatically initiate refunds on transactions that are canceled or have negative amendments. Billing calculates the correct refund amount based on the original invoice, and the amendment or cancellation invoice, and then settles the original invoice with a credit memo.
Expand Your Payment Options via the Billing Portal: Customers can now save and process payments with additional set of payment methods. In addition to credit cards and Automated Clearing House (ACH), the Billing portal now supports digital wallets, such as Apple Pay and Google Pay, and bank debit methods, such as SEPA Debit and BACS Debit. It also supports buy now, pay later options including Klarna and Afterpay. These methods are available through Stripe and Adyen payment gateways. Customers can pay invoices and save a payment method for future use to streamline repeat payments.
View All Billing Arrangement Relationships from Account and Invoice Records: View owned and billed billing arrangement relationships directly from the Invoice and Account records. On Account records, the Billing Schedule Groups Owned related list shows groups that an account owns, and the Billing Schedule Groups with Billing Arrangement related list shows groups where the account is the billing account in active billing arrangements. On Invoice records, the Related Invoices with Same Billing Arrangement related list shows that all invoices billed based on the same billing arrangement, making it easy to identify and go to related split invoices.
Send Level 2 and Level 3 Data for Payments Made Through Apex Adapters: You can now include Level 2 and Level 3 enhanced data in your payment requests to payment gateways. This feature enables Billing to pass detailed transaction information, such as line items, shipping details, and tax metadata, directly to payment gateways through Apex adapters. When the payments batch engine runs, it automatically includes the enhanced metadata in the payment gateway logs. By providing this granular data, your business can qualify for lower interchange fees for transactions.
Enhance Control and Compliance with Decision Table Versioning: Maintain full control over your business rules and simplify compliance with versioning for CSV–based decision tables. Create new versions to test changes safely without affecting active rules. For streamlined deployment, activate specific versions with a custom rank to manage conflicts when multiple versions are active.
Use Date Data Type in Advanced CSV-Based Decision Tables: Advanced CSV-based decision tables now support the Date data type, so you can define input and output columns that match date values directly, without time components. Previously, CSV-based decision tables supported DateTime but not Date as a standalone data type. Teams that needed to evaluate or return date-only values had to use DateTime as a workaround. Now you can define Date columns directly, keeping your decision table data clean and aligned with date-only fields in your org.
Improved Transparency in Decision Explanations: Decision Explainer now tracks all Business Rules Engine executions against a context service record. View improved explanations by tracking the specific Business Rules Engine execution for each decision.
Improve Agility with Local List Variables in Expression Sets: Create local list variables directly within the Expression Set builder to store interim values for the calculation, from a context definition, instead of modifying the context definition. Local list variables are hierarchical resources, while variables and constants are flat resources. These variables are scoped to a specific expression set version and exist only during execution, keeping your global context definitions clean.
Process Multiple Outcomes from Decision Tables in Context-Aware Expression Sets: Leverage the power of decision tables that return multiple outputs from a single input within context-aware expression sets. Previously, expression sets could only process a single matching result from a decision table lookup, even if the table was configured to return multiple matches. Now, you can retrieve a list of all matching outcomes and use them in subsequent calculation or logic steps.
Call Decision Tables from Omnistudio Integration Procedures: Connect decision tables to Omnistudio without custom code or manual workarounds. With a new enhanced action, rule designers can run decision tables directly from Integration Procedures, map transaction data to the inputs, and merge the results into the data flow. Decision tables join decision matrices as supported Business Rules Engine lookup tables in Omnistudio, giving you no-code integration for both.
Get Ready for WhatsApp Username Changes: Soon, WhatsApp users will be able to select a username and hide their phone number. This privacy feature from Meta is optional, but businesses must be ready to identify and communicate with users via a new identifier called the Business-Scoped User ID (BSUID).
Business Rules Engine: Process multiple outcomes from a single decision table lookup within context-aware expression sets. Manage CSV-based rule versions and resolve conflicts using custom activation ranks. Track rule executions against context service records for enhanced Decision Explainability. Package BRE components seamlessly using second-generation managed packages (2GP). Scale complex operations with increased decision table limits.
Data 360: Data 360 features and changes are released as often as monthly, so check back again soon for the latest solutions. Changes included in the Summer ’26 release are generally listed under June 2026.
Manage Granular Financial Liabilities with Advanced Accruals: Get more control over your financial reporting by tracking granular rebate accruals independently of your payout schedules. With Advanced Accruals under Rebate and Accruals Management Advanced, you gain deep visibility into financial liabilities to ensure accurate forecasting as sales occur. Use manual adjustments to maintain total fiscal control and leverage granular tracking by member and rebate type to better understand incentive spend. These high-volume calculations are powered by high-performance Data Processing Engines (DPE) on Data 360.
Report on Messaging Sessions that Relate to a Case: Select Messaging Sessions as a related object on the Cases object in a custom report type. Previously, you couldn’t view messaging sessions per case using a custom report type.
Assign Community Cases Automatically with Standard Assignment Rules: Standard case assignment rules now run automatically and consistently for all records created through Experience Cloud sites. Eliminate the need for custom code or complex flows to route self-service cases. You can now manage all routing logic in one standard location to ensure cases reach the right agents immediately.
Draft Contextual Case Comments Instantly with Agentforce: Your service reps can now generate professional and contextual case comments using natural language prompts. The out-of-the-box templates provide consistent communication by grounding responses in case history, customer interactions, and knowledge articles. Reduce the time your users spend on manual writing and ensure a standardized approach to case management.
Manage Duplicate Cases Proactively with Enhanced Case Merge (Beta): Help your reps maintain a clean database and increase productivity by identifying and consolidating duplicate cases. Create custom matching rules that will help you surface potential cases for case merge proactively on case load. Add the Duplicate Cases lightning web component to the case page so your reps can also see and act on real-time suggestions directly from the case page
Find Case Experts Instantly with Agentforce Actions: Your service reps can now identify the best available experts for complex cases using a specialized Agentforce Action. Find Case Expert analyzes case context, historical resolution patterns, and real-time availability to suggest three to five ranked professionals with specific reasoning. These recommendations help your reps resolve issues faster by facilitating immediate collaboration through Slack or seamless case reassignment.
Merge Unopened Duplicate Cases in Omni-Channel Queues (Beta): Resolve duplicate cases more efficiently by merging them even while they are active in an Omni-Channel queue. Previously, you couldn’t merge cases that were currently being routed or assigned, requiring manual intervention to move them out of the queue first. Now, you can allow the merging of duplicate cases that haven't been opened by a rep, reducing backlogs without disrupting active work.
Illustrate Complex Customer Issues with Rich Text Case Descriptions (Beta): Support reps can now use a rich text editor to capture detailed problem statements with ease. Reps can add images, format text with bullets and numbering, and include tables or URL links directly within the case description. These enhanced descriptions provide better context for Service Assistant and Case Summary to generate accurate results.
Migrate Data 360 Governance Metadata from Sandbox to Production: Maintain a consistent security posture across environments and reduce configuration errors by using DevOps data kits to move governance metadata from sandbox to production. Move policies such as structured masking, record-level security, field-level security, and object-level security across environments.
Summarize Content with Notebook AI: Get AI-generated summaries of your research resources with the built-in Summarize Content action. Extract insights from uploaded documents, such as research papers, complex engineering diagrams, or product documentation, and generate a concise summary without reading through all your sources manually. You can then copy or export the summary into a PDF to use as a starting point for proposals or knowledge base articles.
Troubleshoot Ingestion Errors with Problem Records DLOs: Automatically capture and isolate data that fails during the ingestion process with the Problem Records Data Lake Object (DLO). Instead of losing data due to formatting errors or system mismatches, Data 360 isolates these specific records into this DLO for easier troubleshooting.
Create, Manage, and Test Retrievers in Data Cloud One Configurations: Use Data 360 AI Models to build and evaluate retrievers in Data Cloud One companion orgs. You can also view and use retrievers created in Data Cloud One home orgs. Previously, the AI Models option wasn’t available in Data Cloud One companion orgs.
Accelerate Development by Cloning Data 360 Sandboxes: Replicate your existing Data 360 configurations, mappings, and metadata into a new environment without manual rework. Instead of refreshing from production, clone a sandbox where you provisioned Data 360. Use the cloned sandbox for testing or training so that your teams can work with consistent data models while avoiding repetitive setup tasks.
Activate Batch DMOs to Strategic Partner Platforms: Send complete DMO datasets to advertising and marketing platforms like Google, Meta, and LinkedIn. Strategic partner platforms join the existing support for Marketing Cloud Engagement, Data Cloud activation targets, and hyperscaler targets, giving your teams more flexibility in where they deliver DMO data.
Activate to More Destinations in Data Cloud One Companion Orgs: Activate audiences across more advertising and loyalty destinations with expanded target types in Data Cloud One companion org workflows. Strategic partner targets (Google Ads, LinkedIn, Meta, and Amazon Ads) and Loyalty Cloud targets are now available for companion orgs.
Find Activation-Triggered Flows from Data 360 Activations: View the activation-triggered flows associated with an activation directly in Data 360 activation UI. Open a linked flow with one click to configure, monitor, or troubleshoot the activation-triggered flow.
Streamline the Complete Activation Workflow with Activation Templates: Use activation templates to streamline the complete activation workflow across all supported destination platforms. Templates provide reusable, shared definitions for contact point selection, activation membership filtering, and enrichment data. These definitions reduce manual configuration steps and improve consistency across activations.
Map Country Codes and Consent Signals for Amazon Activations: Ensure your data reaches Amazon by mapping a country code for every activated segment to comply with regional regulations. Amazon now rejects your data without this mapping regardless of the operating region. For profiles in regulated regions, such as the EEA, advertisers must also provide consent signals by using industry-standard formats or Amazon-specific values to prevent rejection.
Send Custom Business Data to Meta with Custom Attributes: Enhance your ad optimization by sending proprietary, non-standard data points, such as loyalty tiers or lead quality scores, to Meta. Use custom attributes to go beyond standard conversion fields to trigger more sophisticated ad delivery based on your unique business signals. By passing these bespoke attributes through the Meta Conversions API, you improve targeting precision and enrich your performance reporting.
Measure Ad Performance with Pinterest Conversion API: Easily send conversion events, including web purchases, event registrations, and offline events such as closed opportunities, directly from Data 360 to Pinterest using the Pinterest Conversion API (CAPI). Get a complete, cross-channel view of your target audience in Pinterest, and make data-driven advertising decisions.
Measure Ad Performance with Snapchat Conversion API: Easily send conversion events, including web purchases, event registrations, and offline events such as closed opportunities, directly from Data 360 to Snapchat using the Snapchat Conversion API (CAPI). Get a complete, cross-channel view of your target audience in Snapchat, and make data-driven advertising decisions.
Preserve Agent Memory Across Sessions Without Requiring Customers to Repeat Information: Provide personalized agent interactions where every conversation builds on what came before without requiring users to repeat themselves across sessions or agent handoffs. Register your agents in Data 360 to enable memory capabilities. Data 360 automatically extracts facts, preferences, and conversation summaries from interactions and enforces your organization's access controls when delivering context to your agents.
Use Amazon S3 Activation Target with Custom File Configuration in Batch DMO and API Activations: Gain control over how your data is delivered to Amazon S3. The Amazon S3 activation target introduced in May 2026 now supports batch DMO and API activations, in addition to segment activations. Customize file names, define specific folder paths, and manage connections centrally with global IDP-based authentication.
Execute SQL Queries from Apex: Get to a working Data 360-powered Apex app faster. The new sfsqlquery namespace gives Apex developers production-ready SQL execution out of the box. Use these classes to run queries synchronously with row-by-row iteration or asynchronously with chained queueable jobs, complete with typed data accessors and test mocking utilities.
Create Batch Data Transforms by Using Custom Code with Code Extension: With code extension in Data 360, you can create batch data transforms using your custom Python code. If native batch data transforms don't meet your business requirements, use code extension to author, debug, and deploy your transform logic and then create batch data transforms that use the deployed logic.
Make Generative AI Calls from Code Extension Batch Transform Scripts: Generate text during a batch data transform to summarize, classify, or enhance records at scale. Send prompts and data from a data lake object (DLO) or data model object (DMO) to a configured generative AI model, then write the generated content to a target DLO or DMO. Code extension functions already support generative AI calls.
Make Predictive Model Calls from Code Extension Batch Transform Scripts: Score, classify, or rank records during a batch data transform. Pass structured feature columns from a data lake object (DLO) or data model object (DMO) to a configured predictive model in AI Models (formerly Einstein Studio) and write predictions to a target DLO or DMO. Code extension scripts already support generative AI model calls.
Extend Data 360 by Using Custom Code with Code Extension: With code extension, you can bring your custom Python code into Data 360 to extend Data 360's native capabilities. If native Data 360 features don't meet your business requirements, deploy your custom logic across supported Data 360 features such as batch data transforms. For example, if you need advanced data transformations for your business use case, you can deploy custom business logic to Data 360 to implement your requirements. Salesforce CLI with the Code Extension plugin and the Data Custom Code Python SDK work together as your local toolchain for Code Extension.
Deploy Code Extension Components Using Data Kits: Use a DevOps data kit to move code extensions or data transforms created using code extensions from sandbox to production. When you add a data transform created using a code extension to your data kit, the associated code extension is automatically included in the data kit. When your code extension references either data lake objects or data model objects, you must manually add the referenced objects to the data kit.
Process Complex Tables with Docling Parser and LLM-based Image Processing: Enhance retrieval augmented generation (RAG) responses with information extracted from complex table layouts, such as tables with merged cells, nested headers, or multi-page table splits. When you select the Docling parser with LLM-based image processing for documents with complex tables, Data 360 chunks the information optimally. This process preserves the context throughout and reduces hallucinations.
Manage Clean Room Operations: Streamline clean room collaboration management and connectivity tasks programmatically with the Connect API. Use these new endpoints to manage key clean room workflows across setup, maintenance, and validation.
Manage Retriever Operations (Pilot): Programmatically manage retrievers in Data 360 with the Connect API. Retrievers query data from Data 360 objects or search indexes to enhance agent responses with relevant customer data. Use these new endpoints to create, configure, and validate retrievers across NoCode, Custom SQL, and Ensemble query types.
Activate Matched Audiences with Clean Rooms: Use clean room activation to send matched audiences directly to a provider’s S3 bucket. The provider can activate the matched audience to their advertising platform. Improve your ad spend with higher match rates and limited data exposure.
Customize Amazon S3 Activation Target File Paths and File Names for Seamless Integrations: Gain control over how your segment data is delivered to Amazon S3. With the new recommended Amazon S3 activation target, you can customize file names, define specific folder paths, and manage connections centrally with global authentication using IDP based authentication. The new Amazon S3 activation target supports segment activations, but doesn’t support Batch DMO or API activations.
Connect Agents Using Data 360 MCP Server: The Data 360 Model Context Protocol (MCP) Server connects Claude Code, Cursor, ChatGPT, or any MCP-compatible AI client to real-time, unified customer data from Data 360. Use the MCP Server to enable agents that work directly with Data 360.
Query Data Graphs Fields and Subgraphs with Projections: Use Data Graph projections to retrieve the specific fields and data model objects (DMOs) you need from your Data Graphs. Projections reduce data transfer sizes and enable you to tailor Data Graph responses for specific use cases like LLM grounding, agent workflows, and downstream applications.
Explore Your Data with the Data 360 Data Q&A Agent: Ask questions about your Data 360 data in natural language and get answers without writing SQL. The Data Q&A Agent interprets your question, generates and runs a SQL query, and returns an explanation, data table, and charts. Add semantic enrichments to improve the agent's understanding of your business terminology and calculations.
Data Transform Schedules Now Packaged with Data Kits: When you add a scheduled batch data transform to a Data Kit and install it on another org, the transform's schedule is now included in the deployment. Previously, schedules weren't included in Data Kit deployments, so you had to re-create them manually in each destination org.
Ingest Structured Data from Databricks (Generally Available): Bring data from your Databricks lakehouse into Data 360 using batch processing for use in segmentation, activation, and identity resolution. This connector is now generally available.
View a New Metadata Sync Status for Schema Version Mismatches: When your Data 360 home org and companion org have mismatched schema versions, Data Cloud One now shows a new Schema Version Error status so that you can quickly identify why metadata syncing paused. Already synced metadata remains fully usable while the mismatch is unresolved, and syncing resumes when the schema versions match again. Previously, you couldn't distinguish a schema version mismatch from other sync failures.
Deploy Data Graphs Across Data Spaces with Deterministic Naming: Deploy data graphs with the same base name to multiple data spaces in the same org. When you deploy a data graph through a data kit workflow ( UI and POST API) specifically, Data 360 prefixes the API name with the target data space name, so your data graphs coexist across data spaces without naming collisions.
Configure Sort and Limit Filters for Calculated Insight Nodes in Data Graphs: Limit the number of records included at a calculated insight (CI) node in your data graph's JSON output with sort and limit filters. Specify a sort field and sort order to control which records are prioritized. You can now apply the sort and limit filter previously available only for data model object (DMO) nodes to CI nodes.
Scale Your Architecture with Increased Data Graph Limits: Build more comprehensive data architectures by creating up to 25 data graphs in a single deployment. Previously, the limit of 10 data graphs restricted your ability to scale across multiple departments or specialized workflows. With this increased capacity, you can deploy multi-domain architectures and specialized data graphs for different AI agents to ensure each use case has the data structure it requires.
Simplify Real-Time Data Graph Configuration: Streamline your setup process by removing the Record Caching and User Session Length settings in the Consumption Limits section for real-time data graphs. These settings don’t impact your credit consumption or billing. This update simplifies configuration and helps you focus on settings that directly impact Data 360 usage. When creating a real-time data graph, the Real-Time Consumption Limits section no longer includes the Record Caching or User Session Length fields.
Standard DMOs, Data Bundles, and Mappings (Developer Preview): Salesforce now offers standard data model objects (DMOs), data bundles, and mappings out of the box for new customers. These DMOs feature a new schema distinct from the previous versions, which are now referred to as legacy DMOs.
Process Word and PowerPoint Files Natively in Document AI Batch Jobs: Use Document AI to process Microsoft Word (.docx) and PowerPoint (.pptx) files in batch jobs. Extract structured data from your high-volume documents, such as offer letters, pitch decks, and legal contracts. Process files up to 10 MB or 25 pages without converting them to PDF first.
Export and Import Document AI Schemas as JSON (Generally Available): Export and reuse Document AI extraction schemas across projects and teams so you don't have to manually recreate a configuration. Export a JSON schema from a Document AI configuration, and import and edit the JSON schema file to create a new configuration.
Extract Data from Word, PowerPoint, and Excel Files in Document AI: Extract structured data from Microsoft Office files with the Connect API. Pass Word (.docx), PowerPoint (.pptx), and single-sheet Excel (.xlsx) files without requiring any file conversion or rigid cell-mapping.
Enrich Records from Documents with SmartFill: Populate record fields directly by uploading documents in various file formats. Upload a sample file, review and refine the field mappings, and add the Edit with SmartFill action to a record page. Your users upload files in SmartFill to fill forms instead of entering data manually.
Fine-Tune, Test, and Optimize an Ensemble Retriever: Customize, test, and validate ensemble retriever responses in the Data 360 Retriever Playground. Avoid irrelevant output, eroded user trust, and increased costs by verifying response accuracy directly in the playground without calling an LLM or manually testing in local environments.
Enterprise Knowledge for Agentforce Service: Use Enterprise Knowledge to unify your siloed content. With Enterprise Knowledge you can ingest content into Data 360, harmonize it into a consistent harmonized data model object (HDMO), and gain valuable insights on your user activity. Once the content is in Enterprise Knowledge, use it to power your AI agent’s decisions and Service Agent case handling.
Use LLM-Based Parsing and Preprocessing on DMOs with File Attachments: Process Data 360 data model objects (DMOs) that include a file attachment by selecting LLM-based parsing and preprocessing options. You can also view the process history metrics for these search indexes. Previously, LLM-based parsing and preprocessing options and process history metrics weren’t available for search indexes built with file attachment unstructured data model objects (UDMOs).
Push Flare Content into Data 360: Import your organization's MadCap Flare technical documentation into Data 360 using the Flare Push Connector. Configure Flare to publish HTML5 content via SFTP to a Data 360 staging area, where it's automatically ingested, harmonized, and indexed for semantic search so that Agentforce agents can use it to answer questions.
Work with More Space in the Activation Wizard Full-Screen Experience: Configure activations in Data 360 with better visibility and workspace now that the activation wizard opens in full screen instead of a modal dialog. Move between different stages of activation configuration using the progress bar at the top of the screen. Your activation workflow, including all steps, fields, and actions, remains unchanged.
Push Heretto Content into Data 360: Import your organization's Heretto content into Data 360 using the Heretto Push Connector. Configure Heretto to publish content via SFTP to a Data 360 staging area, where it's automatically ingested, harmonized, and indexed for semantic search so that Agentforce agents can use it to answer questions.
Use Structured Data Model Objects as Sources: Select a structured data model object (DMO) as a source to build your Intelligent Context configurations. To save and create the index, select up to 30 records from the DMO at a time.
Process More File Types in Intelligent Context: Intelligent Context allows a variety of file types to create an accurate search index. Upload the following file types to any Intelligent Context workspace: .docx, .html, .jpeg, .pdf, .png, .pptx, .txt. Then, create and publish your search index for improved search accuracy.
Filter and Enhance Local File Uploads with Metadata: You can now add, map, and use metadata fields such as subject and file type when uploading local files. Use these fields to apply prepend values directly to the generated document chunks, or set pre-filter conditions to refine query. Gain finer control over how your unstructured data is chunked and searched.
Optimize Identity Resolution by Segregating B2B and B2C Data with Filters: Segregate B2B and B2C records within the same data space to run identity resolution on different audience types by using preprocessing data filters. Process smaller sample datasets to safely test, audit, and refine your matching rules before deploying them to full production workloads. Preprocessing filters act as an upstream layer and use conditional logic applied directly to source data model objects to create broad, partition-like environment boundaries. Filtering out unneeded records optimizes credit consumption by ensuring that identity resolution processes only the records that you need.
Push IXIA CCMS Content into Data 360: Import your organization's IXIA CCMS content into Data 360 using the IXIA CCMS Push Connector. Configure IXIA CCMS to publish content via SFTP to a Data 360 staging area, where it's automatically ingested, harmonized, and indexed for semantic search so that Agentforce agents can use it to answer questions.
Run Deep Research Across Multiple Sources in Notebook AI: Use Deep Research in Notebook AI to generate comprehensive research reports from your CRM data, uploaded documents, enterprise search results, and web sources. Submit a research question, review the AI-generated research plan, customize it, and run Deep Research to produce a structured report with inline citations that you can query and share. Manual research across scattered enterprise data is time-consuming and prone to human error. Deep Research pulls insights simultaneously from multiple sources, saving hours of manual work. The completed reports become reusable resources.
Enhance Real-Time Data Graph Queries with Out-of-the-Box Contact Lookup: Query unified data graphs using common contact keys like email and phone numbers, independently of your specific identity resolution rules. Previously, querying Data Graphs required specific identifiers defined in identity resolution rules. With Out-of-the-Box (OOTB) Contact Lookup, you can retrieve real-time data graphs using a single email address or a single phone number per request.
Override Semantic Definitions in Composed Semantic Models: When you create a composed semantic model, it inherits all definitions from the referenced model, including data objects, fields, relationships, and calculated fields. Now you can add more functionality to your composed model by overriding the referenced model semantic definitions. Any property that is overridden is disconnected from the referenced model. All other properties are connected and therefore continue to receive automatic updates from the referenced model.
Monitor Predictive Model Drift (Beta): Use predictive model drift monitoring (beta) in Data 360 to track deviations in live inferences compared to training data. You can detect shifts, understand contributing variables, and retrain a model before accuracy drops.
Deliver Richer Outcomes with Multiclass Models: Make highly targeted data-driven decisions in Data 360 by using multiclass models. Unlike binary models that predict only two outcomes, multiclass models classify data into up to 50 distinct categories. This capability, which is now generally available, includes enhancements since the beta release.
Build Predictive Models with the New Default Runtime: Use the new default runtime when building predictive models in Data 360. The new runtime supports new algorithms, such as clustering and forecasting, and is the foundation for long-term model building capabilities.
Improve Engagement with Sentiment Analysis (Generally Available): Gain deeper insights into customer feedback with sentiment analysis in Data 360 to analyze text, such as reviews, surveys, emails, and chat transcripts. Uncover how customers feel about your brand, products, and experiences. This feature is now generally available and includes some changes since the beta release.
Get Deeper Insights with Structured Clustering (Beta): Go beyond basic segmentation with clustering models in Data 360. Automatically group customers, uncover patterns in structured data, and validate results with built-in metrics.
Use Clustering to Uncover Hidden Patterns in Structured Data (Generally Available): Automatically group similar data into meaningful cohorts with clustering models in Data 360. Train the model on structured data and run inferences through a batch data transform or streaming predict job to assign new records to saved clusters. This feature, which is now generally available, includes some changes since the last release.
Drive Actionable Insights with Topic Classification (Generally Available): Extract meaningful insights from unstructured text by using a pre-trained model in Data 360 for zero-shot topic classification. This capability is now generally available and includes some changes since the beta release.
Connect Data 360 to Snowflake on Azure with a Salesforce-Managed Private Network Route: Use Private Connect Multicloud for Data 360 to establish a secure, private connection between Data 360 and your Snowflake on Azure data source. Salesforce provisions and maintains the Azure private endpoints on your behalf—no AWS or Azure configuration required on your end. Each Snowflake URL supports one Data 360 tenant.
Run Queries with the Data 360 Direct API: Execute SQL queries directly against your Data 360 data with the new Data 360 Direct API. This API is optimized for high-volume integrations and bulk-extraction workloads of Data 360 data.
Configure a Lookback Window When Using Rapid Publish: Configure a lookback window for standard segments with rapid publish to get the same data range flexibility as standard publish. Customize this window, which was previously capped at seven days, to meet business needs up to your org's maximum period.
Activate Segments Using Rapid Publish to Data 360 Targets: Use rapid activation to publish segments at intervals of 1 or 4 hours to Data 360 targets. The support for Data 360 targets powers activation-triggered flows to connect to any external API-based destination.
Connect to Relational Databases with Batch Ingest and Zero Copy (Generally Available): Expand your data ecosystem and reduce data movement by connecting to relational databases using batch ingest or Zero Copy (Query Federation) in Data 360. Ten connectors spanning PostgreSQL, MySQL, Oracle, SQL Server, and MariaDB across AWS RDS, AWS Aurora, Azure, and Heroku are now generally available for both data integration methods.
Enable Advanced Data Manipulation for Your Real-Time Insights: You can now expand the analytical power of your Real-Time Insights by incorporating advanced data manipulation functions. This update enables more powerful aggregations such as Min and Max directly in the Aggregate node for instant data analysis. Additionally, you can now use the Case node for conditional logic and several Transform node functions, including string manipulation and data cleansing with RTrim, LTrim, Trim, Lowercase, Uppercase, and Null If.
Expand Your Data 360 Knowledge with In-App Guidance (Beta): Access enablement materials directly from Data 360. The new in-app guidance experience delivers helpful resources, detailed guidance, and new release notes right where you need them: on feature pages and top-level resource pages found on the Data 360 Left Side Navigation.
Preview and Validate Citations in Retriever Playground: Test retriever citations in the Data 360 retriever playground to ensure accurate retrieval augmented generation (RAG) responses. Configure standard and custom citations for retrievers, select test data, and verify that citation links for retrieved chunks come from expected sources. Debug misconfigured citation setup or broken links in the playground before deploying retrievers in AI systems.
Send Events with the Other Category via the Server-to-Server API: The Server-to-Server (S2S) API now supports the Other event category. Correctly classify events from sources such as Agentforce, IoT devices, retail POS systems, and business process workflows.
Ingest Data from Other Sources with the Server-to-Server API: The new Data from Other Sources option uses three fields (eventId, eventType, and dateTime) to make data ingestion more flexible. Ingest data from non-web and non-mobile sources, such as Agentforce conversations, POS transactions, IoT device telemetry, and self-service kiosks, by using the Server-to-Server (S2S) API. Previously, the S2S API prevented data ingestion from sources that lack browser or app context.
Rebuild Search Indexes Without Downtime: Rebuild search indexes in Data 360 without service interruptions. When you initiate an index rebuild, Data 360 creates a version of the search index in the background while users continue to query the current search index. After the rebuild is complete, the system automatically switches to the new index with no downtime. Your users experience consistent, accurate search results throughout the process.
Improve Query Performance on Materialized DMOs with Secondary Indexes: Create secondary indexes on materialized Data Model Objects (DMOs) to significantly improve query performance and reduce credit usage when filtering or joining on non-primary key fields. Previously, secondary indexes were only available for Data Lake Objects (DLOs). Now you can create secondary indexes on materialized DMOs (Derived, Bridge, or Transform types). This improvement is especially valuable for queries on customer segments, aggregated metrics, or large DMOs with fields containing distinct values like customer IDs, email addresses, or zip codes.
Simplify Segment Filters with Reusable Attribute Shortcuts: Save frequently used segment filter attributes and their complex data model paths as shortcuts. You can select saved configurations from a dedicated library tab instead of navigating multiple data model objects and paths manually while building segments. Focus on filter values rather than underlying data structures and apply consistent filter criteria across segments.
Push Unstructured Content Over SFTP to Data 360: Import unstructured content from any source system into Data 360 using the SFTP Unstructured Connector. Push content via SFTP to a Data 360 staging area, where it's automatically ingested, harmonized, and indexed for semantic search so that Agentforce agents can use it to answer questions.
Use the Snowflake Zero-Copy V2 Connector for Enhanced Data Sharing: 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.
Speed Up Data 360 Setup with Simple Start: Remove manual configuration and sync your standard Salesforce CRM objects directly to Data 360. Instead of spending weeks installing standard app bundles, automatically sync your Salesforce CRM object metadata, including data streams, data lake objects (DLOs), and data model object (DMO) mappings. You consume usage-based credits only when you manually activate data streams and ingest data.
Add Standard Attributes to Campaign Data in Activations: Preserve segment and activation context in downstream payloads by including standard attributes in Campaign Data. Available standard attributes are Activation Name, Activation ID, Segment Name, Segment ID, Activation Run ID, and Activation Publish Start Time. Each selected attribute is added as a separate column in activation output and carries the same value for all records in that run.
Filter Streaming DMO Activations with Data Graph Attributes: Use DMOs across your data graph to define membership criteria for streaming DMO activations, going up to 2 hops away from the activated DMO. Build more targeted audiences based on the relationships you've already modeled, without being limited to the attributes of the activated DMO alone.
Push Tridion Content to Data 360: Import your organization's Tridion content into Data 360 using the Tridion Push Connector. Configure Tridion to publish content via SFTP to a Data 360 staging area, where it's automatically ingested, harmonized, and indexed for semantic search so that Agentforce agents can use it to answer questions.
Give Agents a Complete Picture of Every User Across Channels: Unify conversation history and memories for each user, known or anonymous, across channels and devices, so your agents always work from a complete picture of who they're talking to. Whether a customer reaches out by chat, phone, or another known or anonymous channel, Data 360 connects those interactions to the same person. Agents pick up with full context, no matter which channel or device the user comes from.
Process Unstructured Data with Your Preferred LLM: Parse and preprocess unstructured data using any supported large language model (LLM). Previously, you could use only GPT-4o for LLM-based Parsing and LLM-based Visual preprocessing. Now, you can override the default GPT-4o selection to use the LLM that best fits your business needs and your content.
Extract Custom Metadata from Web Content Connectors: Define custom metadata fields to extract from pages crawled by the Web Crawler and Sitemap connectors. Use jQuery selectors to target HTML elements and extract text content or attributes from each crawled page.
Track User Engagement with Time Tracking in the Data 360 Web SDK: Automatically track user engagement metrics, including time on page and session duration, with the Time Tracking feature. Monitor user activity and send events when specific engagement thresholds are reached. Use these metrics to understand how users interact with your content.
Access CRM Data in Real Time Without Pipeline Delays (Generally Available): Eliminate data pipeline delays and access your CRM customer profiles instantly for decision-making, timely communications, and agentic conversations. Accelerated Data Ingest pushes CRM data updates directly into the real-time layer instead of routing through the standard Data 360 pipeline.
Federate Data from AWS Glue Data Catalog (Generally Available): Use the AWS Glue Data Catalog connector to federate data from either Glue-managed Apache Iceberg tables or Glue-managed AWS S3 tables. The pattern of data federation used is called file federation. This connector is now generally available.
Ingest Confluence Cloud Content into Data 360 (Generally Available): Centralize your organization's knowledge base content for AI and search experiences by ingesting unstructured content from Confluence Cloud into Data 360. With the Confluence Unstructured connector, bring in pages, blog posts, comments, and attachments using a batch connection method. This connector is now generally available.
Authenticate Databricks File Federation Connector with an Identity Provider: You can now use federated authentication when connecting to your Databricks zero copy file federation data streams by configuring Salesforce as an OIDC-based identity provider (IdP). Using Salesforce as an IdP provides a secure and robust role-based authentication when streaming data from Databricks. You can still use your Catalog Access Token for authentication when setting up a connection.
Federate Data from Microsoft Fabric OneLake (Beta): Use the Microsoft Fabric OneLake connector to federate data from Microsoft OneLake to Data 360. The pattern of data federation used is called file federation.
Keep User Profiles Current Without Manual Updates: Equip your agents to automatically extract facts and preferences from conversations so they can personalize future interactions. Data 360 extracts this information in real time as it ingests conversations, with no configuration, rules, or prompts required. Data 360 updates facts automatically as users mention new details or change their preferences, and resolves conflicts in favor of the most recent statement.
Adopt Streaming for Faster Data Graph Updates: Keep your data current with streaming data graphs that update as soon as the underlying data changes. Previously, you had to manually determine the refresh frequency for your data graphs, which sometimes led to stale data. Now, underlying data model object (DMO) data changes automatically trigger updates and provide faster, near real-time refreshes. This predictable refresh behavior makes your SLAs more reliable and gives Agentforce agents or personalization engines access to the most up-to-date Customer 360 profiles.
Promote Zero Copy Configurations Without Recreating Connections: Promote zero copy configurations across environments with different database structures without deleting and recreating connections. Edit the target database, schema, or table for zero copy data streams after you deploy a data kit. The connection updates in place and preserves your downstream data model mappings, segments, and activations.
Register External Agents Without API Calls: Set up external agents for memory extraction and context without writing API code. Use a new form in Agent Config to register agents by entering basic details. Data 360 provisions the data graphs, DLOs, DMOs, connectors, and search indexes for your agents to access curated context.
Track Past Refresh Events in Data Graph Refresh History: View a detailed historical log of past data graph refresh and activation events directly within the user interface. This new feature provides comprehensive visibility into your data processing pipelines, allowing you to see exactly when a data graph was last refreshed, the duration of the processing cycle, total record counts, and the success or failure status of past runs.
Release Note Changes: Read about what changes were made after the release notes were published. Changes are separated by product and with the most recent changes first. The dates indicate the week that changes to the release note were made. Review the individual release note availability details.
Agentforce Contact Center: Agentforce Contact Center (AFCC) is an AI-first contact center within Salesforce that redefines customer engagement. See what's new in your AI-first contact center.
Legacy Chat Is Being Retired: Legacy chat is scheduled for retirement on February 14, 2026, and is in maintenance mode unit then. You can continue to use chat until that date, but we recommned transitioning to Messaging for In-App and Web for modernized customer communication. Messaging offers many of the chat features that you love plus asynchronous conversations that can be picked back up at any time.
Channel Revenue Management: Optimize incentive scalability, financial precision, and system performance with Data 360 powered Rebate and Accruals Management Advanced capabilities. Improve financial predictability by decoupling accrual tracking from payout schedules for liability insights. The Channel Revenue Management data kit enables unified reporting by mapping program definitions to Standard Data Model Objects (DMOs), while Data Processing Engines (DPEs) on Data 360 support high-volume processing at scale. Salesforce Go is extended to include Rebate and Accruals Management Advanced, providing a faster, more streamlined guided setup experience.
Salesforce CMS: The CMS Base data kit is now generally available, and you can deploy it more easily from a simplified setup page. Deploy the data kit to support features such as semantic and AI-powered search for content. Developers can use the new Managed Content GraphQL API to search for CMS content.
Deploy the CMS Base Data Kit to Ingest Content into Data 360 (Generally Available): To support experiences that are driven by content metadata, such as AI-powered search for content, deploy the CMS Base data kit. This feature, now generally available, includes some changes since the beta release. You can now more easily deploy the data kit from a single, simplified page in Setup.
Improve Semantic Search with the Latest CMS Base Data Kit and Search Index: Deploy the 2.0 version of the CMS Base data kit to improve AI-powered search results. The latest version contains a new content taxonomy transform, and it builds a search index based on taxonomy terms. This search index enables AI-powered search to find tagged CMS media content when the tag matches the semantic meaning of the search keyword. Previously, these searches returned media content when only its metadata, such as its title, semantically matched the search keyword.
Use the New Managed Content GraphQL API to Search for CMS Content: The new Managed Content API family provides GraphQL operations for searching and retrieving CMS content. With this API, developers can search content across CMS channels, sites, or UI bundles, filter by content type and taxonomy, retrieve localized content variants, access delivery details, and paginate through search results.
B2B Commerce: Check out the latest monthly features for B2B Commerce. Drive more revenue and scale your storefront operations with guest user configuration, self-service quotes, and enhanced search precision. Streamline the buying journey by allowing guest users to configure products and enabling buyers to convert quotes into orders directly. Contact your account executive to turn on multiple carts and help buyers create and manage multiple independent shopping carts. Optimize product discovery with increased limits for category indexing and facets, and improve search relevance by applying weights to product fields. Plus, manage complex pricing at scale by integrating Revenue Cloud recipes and store-specific procedure plans.
Index More Buyer Group Entitlements in B2B Commerce Search: Support complex buyer configurations by indexing up to 10,000 buyer group entitlements per catalog item in B2B Commerce Search. Previously, the default limit was 2,000. Orgs can now apply precise entitlement-based filtering across large catalogs without exceeding the search indexing limits. Ensure your implementation schedule accounts for longer search indexing times when you process higher volumes of catalog items and buyer groups.
Streamline Checkout with Dynamically Hidden Shipping Fields: Make it easier for your buyers who are purchasing services and digital goods to checkout by asking only for the necessary information, such as billing details. The payment page now dynamically hides shipping address fields for purchases that don’t require a shipping address.
Expand Product Discoverability with Increased Category Indexing Limits: Make sure that your products appear in every relevant search and category view by taking advantage of increased indexing limits. The search engine now processes up to 500 category associations per product, doubled from the previous limit of 250.
Speed Up Pay Now Payments with One-Time Password Authentication: Buyers can now save their shipping address and payment information for a faster checkout experience. Buyers can opt to log in with a one-time password (OTP) and retrieve their saved payment details and contact information.
Control Which Products Appear First in Search Results: Influence which products appear first in search results by assigning weights to standard and custom searchable fields. Higher weights prioritize products that match those fields. For example, assigning the highest weight value of 10 to the product SKU field influences ranking behavior and can show SKU matches first. Previously, all non-semantic searchable fields were ranked equally.
Commerce Additional Features: Build a tailored self-registration form to enhance the buyer provisioning experience.
Use Adyen with Salesforce Payments Without a Commerce License: You can now easily automate payment collections by using Adyen with Salesforce Payments without a Commerce license. Previously, Adyen integration was available only if you had Commerce and Gross Merchandise Volume (GMV) licenses.
Streamline Adyen Integration for Single Currency Merchants: Connect your Adyen gateway to Salesforce even if your organization uses a single currency. Previously, Adyen support was limited to only multi-currency orgs. Now, you can leverage Adyen for Pay Now transactions, ensuring a consistent and reliable experience across all supported payment providers.
Agentforce for B2B Commerce: Enable the shopper agent to display product details and images, and let customers perform cart actions from within the agent.
Salesforce B2B Commerce Features Released Monthly: Many B2B features and changes are released as often as monthly, so check back again soon for the latest solutions. The Summer ’26 release includes updates happening from May through August 2026.
Customize a B2B Commerce Store Registration Page Using Native Salesforce Tools: Create a tailored registration experience for B2B Commerce stores with customer Lightning web components and Apex logic. Replace the default registration form with a custom UI, automate buyer provisioning workflows, and integrate with external systems, all without third-party integrations. Make sure you give guest users access to the Apex class that your custom component uses.
B2C Commerce 2026 Deployment Schedule: To uphold our commitment to customer trust and to make sure that our B2C Commerce releases meet our rigorous standards, we deploy the B2C Commerce major releases to customers in four phases. The Deployment table lists which instances are included in each major release phase.
Create Personalized Shopping Experiences in B2C Commerce with Agentforce Marketing: Create shopper consents and notifications powered by Agentforce Marketing, Data 360, and Personalization. Add consent messages to your storefront to collect email addresses and build your opt-in marketing audience. Send abandoned cart notifications by email, SMS, or WhatsApp. You can also trigger post-order marketing notifications when shoppers complete a purchase. By integrating with Personalization, you can include tailored recommendations in post-order notifications.
Boost and Bury More Products with Higher Rule Limits: Control what buyers see first with expanded boost and bury rule limits. Create up to 75 search keyword rules and 75 category rules to boost priority products, highlight new arrivals, and demote low-performing items for a more relevant, curated shopping experience.
Commerce Cart, Checkout, and Shipping: Buyers can reorder configurable products with their original selections in one click, move approved quotes to the cart to complete a purchase, and request new quotes from the Product page. Contact your account executive to turn on multiple carts and help buyers create and manage multiple independent shopping carts.
Speed Up Bulk Ordering by Using a CSV File: Buyers with large or complex orders no longer need to add products to their cart one at a time. You can now populate a cart with many line items in a single action by importing a CSV file. Export to a CSV file to review, edit, or share order details outside the storefront before checkout. Prepare or update cart contents in spreadsheet workflows and then move data into B2B Commerce.
Update Cart Page Layouts with New Cart Components: Ensure your B2B Commerce stores use the latest page architecture by migrating to the Cart Container component. The Multiple Carts List page is renamed to Cart List page and the Multiple Cart Detail page is no longer supported. To ensure that your buyers can access and manage their carts without interruption, remove the legacy components and add the new components.
Validate Orders with External Service Callouts During Checkout: Use the Place Order Validation extension to connect your checkout flow to external systems by making synchronous Apex callouts during streamlined checkout. Validate order details, such as inventory availability or customer credit status, against an ERP or other external system before completing a transaction.
Commerce Components: Build richer, more dynamic storefront experiences with Lightning Web Runtime (LWR) store components.
Display Contract-Based Pricing in a B2B Store: Show negotiated contract prices directly in your B2B store. Buyers with contracts see their negotiated rates, while other buyers continue to see standard prices. Buyers can independently complete purchases at contract prices, minimizing pricing discrepancies and the need for sales rep intervention.
Optimize Product Discovery with Facet Value Sorting: Control how filter values appear to buyers on search results and category pages by configuring the sort order for each facet. Alphabetize attributes that buyers typically search for, such as color or brand. Use a count-based order when surfacing the categories with the highest product counts helps buyers find products faster.
Build Headless B2B Storefronts Faster by Using React Reference App: Build custom headless B2B stores by using Commerce Connect REST APIs and any frontend framework. Get started with a headless playbook, React-based reference application, and open-source code repository. The sample implementation includes end-to-end buyer journeys and store patterns for product discovery, cart management, checkout, and order history.
New and Changed Commerce LWR Store Components: Build richer, more dynamic storefront experiences with Lightning Web Runtime (LWR) store components. New components improve the user experience by providing merchandisers with greater customization options for streamlining workflows. Updated components support enhanced accessibility, flexible layouts, and additional configuration settings.
Manage Subscriptions and View History Without Contacting Salesforce: Buyers can now amend and renew subscriptions and view subscription history directly without requiring admin to contact the Salesforce Account Executive. Buyers can also renew multiple subscriptions in bulk without contacting Salesforce.
Improve Buyer Efficiency by Using Advanced Carts: Your B2B store buyers can now simplify complex procurement by staging products across multiple independent carts. While the checkout is streamlined through the default cart for now, buyers can seamlessly categorize upcoming projects or save curated lists for future reference without losing track of items.
Set Exact Prices with Override Adjustments: Apply a flat selling price instead of calculating a discount from the product's current price by using the Override adjustment type.
Create Payment Links with Pay Now Prime Using Your PPO License: Pay Now Prime is now available with a Price Per Order (PPO) license. Previously, this feature required a Gross Merchandise Volume (GMV) license. With Pay Now Prime, PPO customers can now create payment links with products. Previously, PPO customers could only generate payment links with a predefined amount.
Highlight Strategic Products with Category Page Pinning: Control which products appear first on your B2B category pages. Manually pin a product to a fixed position on a category page so that it always appears in the order you want regardless of algorithmic sorting.
Tailor Your Pricing Strategy to the Needs of Each B2B Store: All stores no longer need to adhere to the same pricing procedure. You can now build custom procedure plans that link specific context definitions to your pricing rules and assign them to individual stores. Add custom logic before and after a pricing procedure to automate pricing without relying on manual workarounds.
Reorder Configurable Products in One Click: Reorder previously purchased configurable products and bundles without manual reconfiguration. When buyers reorder, their original selections flow directly into the cart. This one-click process saves time for repeat-orders and reduces the risk of configuration errors.
Turn Quotes into Orders with Self-Service Checkout: Speed up the purchasing process by letting B2B buyers transition a quote into the cart for checkout. A buyer can move approved quotes to purchase items at negotiated prices without the assistance of a sales rep or copy items from unapproved quotes to purchase them at list price. Get buyer attention sooner by providing authenticated users and unauthenticated guest users an option to request quotes directly from the Product page.
Commerce Search: Sell more products by making them easier to find with up to 50 search filters and increased category associations per product. Improve product rankings by applying boost and bury logic with higher rule limits, and increasing the weight of searchable fields.
Boost or Bury Products with Attribute-Based Merchandising Rules: Dynamically boost or bury products in search results and category pages by defining rules based on product attributes, such as brand, price, or inventory level. For example, define conditions to promote high-margin items or demote low-stock products. Rules apply automatically to all matching products.
Explore Buyer Search Data and Behavior with Smarter Dashboards: Increase search conversion rates, close catalog gaps, and make data-driven merchandising decisions by using the new Search Insights dashboard. Track search volume, zero-result queries, click-through rates, and trending search terms.
Commerce Store Pages: Customize the registration page by using a combination of Lightning web components and Apex logic, without requiring third-party integrations. Show negotiated contract prices to specific buyers, and provide store-specific pricing by assigning procedure plans and applying custom logic.
Commerce Subscriptions: Buyers can now manage subscriptions without requiring you to contact Salesforce.
Automate Subscriptions with Third-Party Gateways and Saved Payment Methods: Buyers can now use their preferred third-party payment gateway for subscription-based purchases. Use Saved Payment Methods as secure tokens to process automated renewals without requiring manual intervention. Buyers can now complete recurring purchases, manage payment preferences, and receive payment notifications without repeatedly entering payment details.
Commerce: Commerce enhancements can include features for B2C Commerce, B2B Commerce, Omnichannel Inventory, Order Management, Salesforce Payments, and Point of Sale.
Accelerate Large-Scale Price Overrides by Using Bulk Price Update API: Streamline complex deal negotiations by applying distinct, per-line-item price overrides across thousands of products in a single request. Powered by an asynchronous Apex batch job, the Bulk Price Update API automates manual overrides and updates QuoteLineItem records directly without cloning carts. This cuts processing overhead, prevents UI blocking, and scales safely within Salesforce Platform limits.
Add Multiple Subscribers to a Quotes and Orders: Sales reps can quickly add subscriber data by automating the process through the CSV file uploads. You can upload a CSV file with subscriber data from the Subscribers tab of a quote or an order. Salesforce automatically maps the file columns. Sales reps can also manually map columns from the uploaded file to fields in the quote line item recipient or order product recipient objects. Alternatively, reps can also add subscriber data manually.
Agentforce for Enterprise Quoting: Streamline complex deals with Agentforce. Use Enterprise Sales Management APIs and invocable actions to build agent actions and subagents that handle specific time consuming tasks to eliminate manual effort and accelerate sales velocity.
Apply Promotions to Cart in Consumer Sales to Boost Sales: Boost sales by integrating Global Promotions Management (GPM) with the consumer sales API suite. Easily configure promotion details, including type, duration, and eligibility, and add coupons for manual promotions. This enhancement provides consistent promotion and discount details from the cart through to the finalized order and asset during assetization. Your sales team has the flexibility to close every deal with the best offer.
Assign Member Values to Read-Only and Hidden Attributes in Enterprise Quotes: The Quote Member Binding (QMB) in enterprise quotes now supports data mapping for read-only and hidden attributes, provided the mappings are explicitly defined in the Business Rules Engine setup. This speeds up quote creation by removing manual work.
Automate Complex Quote Recreations Using Deep Clone APIs: Replicate enterprise, multi-site, and single-site quotes using an invocable API to eliminate manual rebuilding of complex deal structures. Empower your admins and sales reps to perform deep clones that preserve all line items, pricing overrides, and hierarchical relationships without using a user interface. Integrate these actions into custom automated workflows to build high-scale agentic experiences.
Automate Enterprise Quoting with Invocable Actions for Agent-Assisted Flows: Unlock the agent-assisted quoting experience in Enterprise Sales Management by deploying predefined invocable actions. You can use these invocation actions to create and trigger custom agent actions and topics with specific instructions. By automating routine tasks like deal initiation and multi-location grouping, your teams can accelerate deal velocity and reduce operational overhead.
Billing and Usage Assistant Is Deprecated: Billing and Usage Assistant is deprecated in Summer '26. You can no longer use Billing and Usage Assistant in Communications orgs on Summer '26 and later.
Browse Product Catalogs and Assign Products to Subscribers: Sales reps can explore the product catalogs on the quote or order record page. Based on subscriber selections, reps can assign the products to the entire selection at one time. You can also review and edit the selected subscribers from the product catalogs page.
Capture and Reuse Product Configurations with Cart Templates: Standardize your sales process by converting existing product configurations from a cart into reusable templates. Sales reps can use these preconfigured templates when creating enterprise quotes, making the quoting process faster and more consistent.
Consumer Sales in Revenue Cloud for Communications: Promotions in consumer sales increase revenue by offering targeted discounts from product discovery to the final order. Boost sales by providing greater control and efficiency in managing sales and revenue strategies.
Control Asset Viewer Actions with a Custom Permission: Streamline and enhance security across asset workflows by managing access for two user actions via the Add Assets to Enterprise Quotes custom permission in Enterprise Sales Management: the Change to Quote action in the Asset Viewer table and the Add Asset action in the Summary table.
Create and Manage an Empty Subscriber Group to Streamline Offers: Sales reps can create a group without adding subscribers. You can configure and apply an offer to the empty group without cloning the offer for each subscriber. This improves scalability, usability, and performance for quote line items by managing the offer in a single representation associated with multiple subscribers, even when no subscriber are initially added.
Create and Manage Subscriber Groups to Streamline Offers: Sales reps can configure and apply an offer to a group of subscribers without cloning the offer for each subscriber. This improves scalability, usability, and performance for quote line items by managing the offer in a single representation of the quote line items associated with multiple subscribers.
Create Multiple Orders from a Single Quote: Enhance the efficiency of sales reps by automating the creation of multiple orders from a single quote based on different criteria, such as subscribers, fields, or groups. Tailor the order creation to your unique business needs, ensuring that each order is accurate and aligned with your specific requirements. This improves scalability and operational efficiency.
Drive Consumer Sales Efficiency with Built-In APIs: Accelerate your checkout and ordering workflows by integrating specialized APIs designed for consumer sales. Use the APIs to manage product catalogs, validate configurations, display promotions, process transactions, and create orders in consumer sales.
Enterprise Sales Management: Capture and reuse configurations with cart templates, automate quote cloning via invocable APIs, and assign values to read-only or hidden attributes in enterprise quotes. Process multiple sub-order creations simultaneously to streamline complex enterprise quoting and order management workflows. Plan for Winter ’27 feature retirements.
Handle Multiple Sub-Order Creations and Submissions Simultaneously: Maximize your throughput by processing multiple quote-to-order conversions simultaneously across various business accounts. The system intelligently groups requests by account to allow the simultaneous creation and submission of multiple sub-orders, reducing processing delays.
Manage Quotes and Orders with the Enhanced Line Editor: Improve visibility with the streamlined, single-grid layout and the clean, spreadsheet-like interface in the Sales Transaction Line Editor. Sales reps can filter and sort quote and order lines, and use a side panel to view details and apply promotions. If you’ve implemented the configuration for line editor before Summer '26, we recommend using the Sales Transaction Line Editor on the quote and order record page.
Multi-Subscriber in Revenue Cloud for Communications: Improve the accuracy of your sales cycles by managing subscriber-based quotes and orders for new and existing customers. Manage offers for multiple subscribers without cloning the offer for each subscriber to improve performance and scalability. Sales reps can create, configure, and apply offers to an empty subscriber group. Create multiple orders from a single quote based on different criteria such as subscribers, subscriber groups, or fields to improve productivity and system usability.
Multisite in Revenue Cloud for Communications: We updated the namespace for the Upload CSV flow to make it compatible with the latest architectural updates. Provide users access to the Multisite feature by enabling the new Location Based Quoting and Ordering settings.
New and Changed Connect APIs: Use the new and changed resources available with Consumer Sales to address your business requirements.
Refine Multi-Subscriber Access with New Settings: Give your sales reps access to the Multi-Subscriber feature by enabling the new Subscriber Based Quoting and Ordering settings. Enabling this setting helps align your implementation with subscriber-based business requirements. This change ensures that reps maintain the necessary access to manage their subscriber-specific transactions.
Refine Multisite Access with New Settings: Give your sales reps access to the Multisite feature by enabling the new Location Based Quoting and Ordering settings. Enabling this setting helps align your existing implementation with specific location-based business requirements. This change ensures that reps maintain the necessary access to manage their location-specific transactions.
Revenue Cloud for Communications on Salesforce Platform: Sales reps can manage complex transactions with the new Sales Transaction Line Editor on the quote and order record pages. Reps can create and manage subscriber-based quotes and orders for new and existing customers, and enjoy flexible subscriber data management. Boost your customer acquisition and revenue by applying customizable promotions to carts and orders during configuration, and asset during assetization. Learn more about these and other enhancements in Revenue Cloud for Communications.
Update Your Context Definition to Use New Promotion Capabilities: Enhance sales transactions by using the updated SalesTransactionItemPriceAdjustment node in Consumer Sales Context context definition. If you've extended Consumer Sales Context context definition in Spring ‘26, make sure to extend the updated the Consumer Sales Context context definitions to use promotion capabilities.
Update Product Attributes in Bulk on Large Quotes by Using an Asynchronous API: Update product attributes across multiple quote line items in a single request, eliminating manual, line-by-line configuration. The Bulk Attribute Update API processes large-scale updates asynchronously in the background, for fast, accurate quote configuration, even for complex deals with hundreds of line items.
Update the Namespace for Upload CSV Flow: Update your integrations to reflect the new namespace for the Upload CSV flow. This change ensures that your processes remain compatible with the latest architectural updates. Your admins must use the runtime_rev_mltrcpnt namespace to call this flow successfully.
Communications: Learn more about the latest features from Agentforce Communications that improve operational efficiency. In Enterprise Sales Management, use cart templates, automate cloning, and process sub-orders simultaneously. In Revenue Cloud for Communications, manage complex transactions with the Sales Transaction Line Editor on a quote or order. Create and manage subscriber-based quotes and orders. Boost your customer acquisition and revenue in Consumer Sales by applying customizable promotions to carts and orders.
Legal Documentation: We made seasonal updates to Salesforce Legal Documents.
Configure Agentforce Orchestrator for Your Experience Cloud Site Interactions: Configure Agentforce Orchestrator to route interactions from your Experience Cloud site to the correct AI agents and service workflows. Define agent assignments, personalization signals, and routing configurations that support AI-driven self-service experiences on your site.
Connect REST API: Integrate mobile apps, intranet sites, and third-party web applications with Salesforce using Connect REST API.
ConnectApi Rate Limit Changes: To avoid potentially restrictive per user, per namespace, per hour ConnectApi rate limits, we migrated orgs to the per org, per 24-hour Salesforce Platform API rate limit. Only method calls that require Chatter are subject to the per user, per namespace, per hour rate limit.
Consumer Goods: Collaborate with agents during a customer visit in the Consumer Goods Cloud mobile app. Easily switch between dynamic and fixed product planning, and aggregate BOM components on standard products within your business plans. Deploy Retail Execution Tableau Next dashboards by using Salesforce Go. Troubleshoot sync issues faster by using default sync settings and trace mode KPIs.
Changed Connect REST APIs in Salesforce Contracts: Configure document templates with a context transformation name and specify additional input for extraction context mappings. Use the response to verify the input used during extraction.
Automate Complex Quote and Order Recreations That Use Precision Deep Cloning: Replicate enterprise, multi-site, and single-site quotes and orders by using an invocable API to eliminate manual rebuilding of complex deal structures. Empower your admins and sales reps to perform deep clones that preserve all line items, pricing overrides, and hierarchical relationships without using a user interface. Leverage our high-scale Apex logic through two distinct interfaces: use the Remote Action for custom Integration Procedures and Omniscripts, or use the Invocable APIs to power automated Flows and agent actions for Agentforce.
Automate Product Removal Within Multi-Product Bundles: Keep your quotes and orders accurate by automatically deleting dependent products only within their specific bundle context. Sales reps can update an item with the new rule, which identifies the unique line item to remove, rather than clearing similar products from the cart. This update eliminates configuration inconsistencies and reduces the need for complex custom logic.
Improve Scalability and Support for Large Promotions in the Compile Pricing: Optimize heap consumption while you compile pricing for promotions containing large bundles and complex configurations. A new cached API response record facilitates a more efficient product data query by representing the compiled offer product hierarchy. Sales reps can now work more effectively with promotion products containing up to 15 line items, ensuring high performance even during intricate configuration tasks.
Load Large Carts Efficiently with API Trim Mode: Enhance large-cart data processing with the updated GetCartItems API, featuring in the API Trim Mode. You can conveniently choose the desired fields to show in the orders, quotes, or opportunities. By reducing metadata and simplifying pricing logs, the new Get Cart Items API optimizes memory and CPU usage to prevent heap size failures, so even massive cart payloads can process reliably. Sales reps get an effective experience while interacting with large-scale bundles and complex configurations.
Manage Standard Cart API Migration with Mixed Mode Control: Provide an elevated user experience by switching between Standard and Classic modes during high-performance API browsing operations. This update applies to the Get Cart Items, Get Cart Items by IDs, and Get Cart Products APIs. This implementation reduces migration risks and allows a phased approach to improve system performance. Also, this granular control retains the Classic mode for customized checkout processes.
Refine Product Discovery with the Availability and Eligibility Interfaces: Provide an effortless browsing experience to the users and sales reps. Streamline the product discovery process by utilizing the integrated Availability and Eligibility interfaces within the Get List of Products API. The Availability interface filters out products unavailable for delivery, based on geographic or physical aspects. The Eligibility interface checks if you qualify to purchase products based on specific data and business rules. Sales reps can use this two-step dynamic process to identify the most relevant promotions and expedite the checkout process.
Save and Reuse Cart Configurations with Templates: Expand quote or order accuracy by using preconfigured and approved configuration templates from the existing carts. The templates are Get, Search, Apply, Save, and Delete. These templates store specific product hierarchies, attributes, and price adjustments to ensure consistent configurations. Manual bundle configuration causes inconsistent pricing and slows the sales cycle. Templates capture expert best practices to streamline onboarding and scale operations effectively. Sales reps can quickly populate new quotes and orders, cutting down on repetitive manual data entry.
Create AgentExchange Listings Faster with LLM-Assisted Authoring: Generate accurate listing content in minutes with LLM-Assisted Authoring in the Partner Console. When you create or update a listing, AgentExchange provides the option to analyze your package. The LLM reviews metadata, schema, and Agentforce artifacts like topics, actions, and prompts, and then and drafts listing fields for you to review, refine, and publish. Every field is editable, and nothing publishes until you approve it.
Criteria-Based Search and Filter: Use Criteria-Based Search and Filter to design a search experience for your users. You can configure a search based on a single object that unifies complex sets of data, such as inventory and aggregated customer information that’s otherwise spread across multiple objects and fields. Criteria-Based Search and Filter can be customized to meet varied business requirements.
Group Contact Reasons for Clearer Customer Service Insights: Grouping contact reasons into clusters derives actionable insights from granular contact reason data. This granularity improves visibility into customer concerns, facilitating timely interventions. Admins can manually adjust clusters based on business needs.
Access the Customer Signals Intelligence Dashboard from the Service Insights App: Track customer sentiment from within the Service Insights App. Customer Signals Intelligence appears automatically as a dedicated node under Service Analytics, and users with a Limited Viewer license can open the dashboard directly from the app side pane.
Drive Faster Service Decisions with Real-Time Sentiment Insights: Empower your service team to respond to customer needs faster by surfacing real-time sentiment data in Service Assistant for Case and Messaging. Agents stay informed of customer sentiment levels while supervisors use trend data to make informed, data-driven staffing decisions. This visibility helps your team maintain service consistency and handle high-pressure interactions with confidence.
Build Precise Context Filters with Custom Filter Logic: Combine context filter conditions with nested AND and OR logic instead of a single operator across all conditions. Reference each condition by its row number in an expression such as 1 AND (2 OR 3), the same way you filter Salesforce reports and list views. Custom filter logic helps you hydrate exactly the data your context definitions need.
Transform Context Data at Scale with Data Processing Engine: Enhance your business processes such as document generation by using the power of Data Processing Engine (DPE) to transform context data. Use DPE to read data directly from context objects, apply complex logic such as hierarchical rollups or groupings, and write the results back to a JSON structure.
Categorize Transformation Definitions with the Context Service: Keep your transformation definitions separate and manageable within the broader Data Processing Engine (DPE) ecosystem. By associating definitions with the Context Service process type, you get more control over custom rules, validations, and row limits. When you create a transformation definition from a context definition, it automatically uses the Context Service process type. You can also select Context Service from the Process Type dropdown when setting up a definition manually in DPE.
Boost Design-Time Scalability with Increased Context Definition Limits: Build and manage more complex data structures with increased design-time limits for context definitions. You can now include up to 80 nodes per definition and up to 1,600 attributes per definition. Additionally, the limit for attributes per node is now 600, and you can create up to 5 levels of hierarchy in a context definition structure.
Context Service: Streamline automation with Apex classes generated from your context definitions to mirror metadata in Salesforce Flow without coding. Build more complex data structures with increased design-time limits for nodes and attributes. You can also use Data Processing Engine to apply complex logic, such as hierarchical rollups, directly to your context data for use cases such as document generation.
Customer Signals Intelligence: Optimize support performance with real-time sentiment insights for case, voice and chat. Organize granular contact data into structured, meaningful groups to identify customer pain points quickly.
Customization: More granular list view permissions let users share their list views without giving them the ability to edit all of your org's list views. Help your users stay synchronized, thanks to support for 27 more canonical time zones in accordance with IANA standards. Get more robust and secure authentication with the Salesforce Connect cross-org adapter's support for named credentials.
General Setup: Let users share their personal list views with roles, groups, and territories that they’re members of, with the new Manage Shared List Views user permission. Get more done with custom fields on standard objects.
Customization Features Released by Month: Some Customization features and changes are released as often as monthly, so check back again for the latest updates. The Summer ’26 release includes updates happening from April 2026 through August 2026.
Analyze Data Trends with Calculated Insight Object History (Beta): Compare metrics and visualize how calculated insights evolve across selected time periods with snapshot data from the Calculated Insight Object (CIO) History object. Select snapshot dates to generate trend charts and aggregated reports that power strategic decisions. For example, your users can track the growth of Customer Lifetime Value (CLV) month-over-month for the last six months to inform their marketing strategy.
Gain Accurate Financial Insights with Currency Reporting in Data 360 Reports (Beta): Analyze currency data within Salesforce and other external data sources directly within your Data 360 reports. Filter, sort, and evaluate these values to gain clearer insights into your financial metrics. This feature is available only for single-currency orgs.
Perform Faster Drill-Downs with Dimensional Hierarchies (Beta): Navigate through various levels of data granularity directly within Data 360 reports built on semantic models. Perform seamless drill-down and roll-up actions on related fields, such as product categories or dates, using dimensional hierarchies. Instead of manually selecting individual fields, move seamlessly between levels to quickly compare performance across dimension groups.
Act on Data: Share your data with external data sources, create data actions, creation activation targets and activations, build flows, or enrich your Salesforce org with Data 360 data.
Create Segments: Create segments in Data 360 to understand, filter, and then use unified data for marketing and other purposes.
Use and Build AI Models: Create your own predictive models or connect to external AI models using Data 360.
Analyze Data: Use various tools and products to analyze your data from Data 360 to gain insights and take action.
Build and Share Functionality: Extend the use of Data 360 by building a sharing functionality using data kits and packages.
Connect Data: Bring data into Data 360 by either ingesting data or connecting metadata using data federation.
Build a Semantic Model: Create, manage, and query semantic models using Tableau Semantics.
Develop with Data 360: Build, automate, and extend your data strategy using developer tools and APIs to create seamless integrations and custom solutions within Data 360.
Govern and Secure Data 360: Protect your data with governance policies, classification, and security controls.
Enhance Data with Insights: Get the most out of your data in Data 360 by creating calculated, streaming, or real-time insights.
The New Data Mask & Seed (Generally Available): Secure your sandbox data by using Salesforce's new Data Mask & Seed. Admins and dev teams can define Data Mask policies and use them to mask sensitive sandbox data, such as proprietary, restricted, government-regulated, and personally identifiable information (PII). The new Data Mask & Seed is a native Salesforce app and not a managed package. Being a native app, it requires no installation and the Salesforce platform automatically applies all necessary updates. Now generally available, Data Mask & Seed includes several new updates since its recent Beta release.
Update Your Data Pipelines for the Chat Transcript Storage Migration: To optimize platform performance and reduce latency, Salesforce Agentforce Service is migrating chat transcript storage from the Salesforce Platform to Amazon Web Services (AWS). Because legacy methods for querying transcript data directly from the platform will be unavailable, you must transition your data pipelines, BI layers, and integrations to use the new features.
Output Your Salesforce Data Pipelines Data to Azure Data Lake (Generally Available): Write your data from Salesforce Data Pipelines into Microsoft’s Azure Data Lake with the Azure Data Lake output connector. Write recipe output datasets as one or more .csv files to your data lake, improving your overall business processes with better data. For example, you can output processed and transformed customer service data to help your team improve customer satisfaction. This feature is now generally available.
Increase Performance and Reliability with the Salesforce Data Pipelines Recipe Inspector: Use the recipe inspector to troubleshoot issues and improve performance. Deep-dive into your recipe jobs to view the detailed information at each stage of the flow. Monitor individual node performance and status. You can quickly identify a slow join or a transformation node that failed to make fixes immediately.
Export Recipe Schedules to Your External Calendar for Easy Tracking: Export your Salesforce Data Pipelines recipe schedules as calendar format (ICS) for quick reference and visibility in your calendar. For instance, share a recipe's run schedule with stakeholders in other teams to coordinate data readiness and reporting deadlines.
Plan Data Strategy: Before implement Data 360, determine strategies for org architecture, data model structure, governance, consent, and security policies.
Prepare and Model Data: Transform your raw data, map to the Customer 360 Data Model, and build data graphs in Data 360.
Data Processing Engine: Transform context data with intricate product hierarchies and groupings at scale for business processes such as document generation. Debug DPE definitions directly in the builder for CRM Analytics runtime to pinpoint and resolve logic issues faster before writing back transformed data. Validate configurations during the design phase by using data preview to trace data flow and identify errors before saving Data 360 runtime definitions.
Use Search in Data 360: Ground search on unstructured and structured data in Data 360 to use generative AI, improve analytics, and use automation tools.
Get Started with Data Cloud: Learn about editions, feature availability, guidelines and billing before you get started using Data 360.
Unify Data: Use identity resolution to consolidate data from different sources into comprehensive views of your customers and accounts in Data 360.
Streamline Dealer Sales Operations: Boost dealer sales productivity by using AI assistance to quickly and effectively coordinate diverse sales tasks. Industries Sales Concierge for Partners enable dealer sales reps to search for assets, parts and accessories, create opportunities, generate quotes, capture trade-in appraisal requests and send email to customers with relevant information.
Translate Data into Insights with Channel Revenue Management Data Kit: Get unified, accurate, and standardized rebate program data using the Channel Revenue Management data kit. Automatically stream the data from Salesforce Core to Data 360 and map rebate program definitions directly to Standard Data Model Objects (DMOs), creating a single source of incentive data. This unified architecture serves as the foundation for Tableau Next Dashboards, enabling embedded, interactive analytics that accelerate decision-making.
Deploy Multiple Service Processes from the Template Library: Build your service catalog faster by selecting several prebuilt templates to install in one go. Designers can preview templates, customize service process details, and activate processes on creation. The system automatically generates a service process asynchronously for each template and tracks the progress on the Installation History tab. You can retry installing failed templates to make sure that your catalog is complete.
Deploy Service Processes and Dependencies Across Orgs More Securely: Eliminate the complexity of migrating service process data and metadata. Use Salesforce CLI to handle record ID transformation and dependency loading. Instead of manually exporting records and remapping IDs, bundle a process and its supporting flows into a .zip file for instant deployment. This automation maintains the integrity of your tests by making sure that the exact configuration from your sandbox reaches the target orgs.
Deployment: Whether you’re an admin using point-and-click tools or a developer writing code, these enhancements help you deploy your changes to a target org.
Migrate Your DevOps Center Projects to the Next-Generation Experience (Developer Preview): Move your DevOps Center (Managed Package) projects, pipelines, environments, and eligible work items into the next-generation DevOps Center. This automated migration preserves your managed package data, ensuring a smooth transition so that your team can continue releasing changes without interruption. You can run the migration multiple times to capture new data while automatically skipping previously migrated items to prevent duplicates.
Keep Release Pipelines Moving by Marking Work Items as Never: When project plans change or a work item conflicts with another promotion, mark the unpromoted work item as Never. This action removes the work item from the active release path. Keep your projects and pipelines focused on work that can still move forward to reduce dependency issues. If the original task no longer fits the plan, create a work item.
Replace Expired or Refreshed Environments to Maintain Pipeline Integrity: Connect new sandboxes or scratch orgs to your pipeline when existing environments expire, are deleted, or refresh. DevOps Center automatically restores the complete branch state, including metadata and configuration data. Your new environment stays in sync while stage activities pause to prevent promotion conflicts.
Automate DevOps Center Workflows with Reusable AI Skills: Use DevOps Center skills to help AI coding tools set up pipelines, manage work items, and promote changes based on your team's standards. Each skill runs the required Git and Salesforce CLI commands, so you can skip describing every step or command. Use the skills in conversational interfaces, IDEs, and headless environments to automate release workflows from end-to-end.
Run Quality Tests at Every DevOps Center Pipeline Stage: Enforce quality standards on your release changes and minimize production downtime with DevOps Center Testing. Integrated directly into DevOps Center pipelines, DevOps Center Testing evaluates changes before they reach production. Automated test evaluation streamlines application lifecycle management (ALM) by giving your development and quality assurance teams visibility throughout the release cycle, reducing manual effort and improving production stability.
Agentforce Skills for DevOps Center Testing: Four new Agentforce skills bring AI-assisted test management directly into your DevOps Center workflow—from configuring providers and quality gates to running suites, analyzing failures, and tracking fixes.
Deployment Features Released by Month: Some Deployment features and changes are released as often as monthly, so check back again for the latest updates. The Summer '26 release includes updates happening from April 2026 through July 2026.
Development Environments: Development environments are full-featured Salesforce environments that you use to develop and test existing or new features and custom applications. They include Developer Edition orgs, sandboxes, and scratch orgs.
Development: Whether you’re using Lightning components, Visualforce, Apex, or Salesforce APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.
New and Changed Items for Developers: Here is where you can find new and changed objects, calls, classes, components, commands, and more that help you customize Salesforce features.
DevOps: Salesforce DevOps brings best practices to development teams, empowering developers and builders to collaborate and deliver high-quality applications. By using a repeatable and scalable process aligned with Application Lifecycle Management (ALM) principles, your teams can accelerate innovation.
Discovery Framework: Support a global user base by storing assessment questions and responses in multiple languages so forms automatically display in a user's locale.
Do More with Unified Routing Using Callbacks, Transfer to Flow, and Route Voice Call API: Enhance Salesforce Voice with Partner Telephony with extended Unified Routing capabilities. You can now use the Route Voice Call API to make intelligent routing decisions and transfer active calls directly to Omni-Channel flows for dynamic destination mapping. Additionally, the new Request Callback API offers customers an option to request a callback instead of waiting on hold.
Transform Context Data and Write Data to JSON with Data Processing Engine: Use Data Processing Engine (DPE) to read data from context definitions and write it to JSON to support high-volume data transformations for processes such as document generation. Use DPE in place of Apex plug-ins to scale transformations for complex product hierarchies and groupings without hitting governor limits.
Validate Logic and Debug Data 360 Runtime Definitions Faster with Data Preview: Validate definitions during the design phase by previewing node-level data transformations. Confirm that configurations meet business needs and identify logic errors early. Data preview is available for Data 360 and CRM Analytics definitions. Debug configurations in a controlled environment before saving or running definitions.
Select Writeback Operation Types for Data 360 Objects: Choose the writeback operation type that fits data processing needs for data model objects (DMOs) and data lake objects (DLOs). Select Insert, Upsert, or Overwrite as the writeback operation type for the target in the Writeback Object node. These options cater to more business requirements, such as appending new engagement data or updating existing profile records without replacing the entire dataset.
Create Targeted Datasets with Single-Value and Multi-Value Lookup Joins: Create a unique dataset by joining a primary and secondary data source with the Lookup join type. Preserve all records from the primary source and add matching data from the secondary source based on a common criteria. For example, match opportunity records (primary) with their corresponding account details (secondary) by using an account ID. If the secondary source has multiple matches, include data from only the first matching record or from all matching records in the resulting dataset for downstream nodes. Multi-value lookups aren't supported for Data 360 runtime definitions.
Troubleshoot Data Processing Engine Definitions with Debug Mode: Pinpoint and resolve issues in Data Processing Engine (DPE) definitions faster by debugging them directly in the DPE builder for CRM Analytics runtime. Instead of waiting for full writeback runs or creating temporary nodes, reduce troubleshooting time by inspecting filtered datasets and intermediate transformation stages before the final writeback.
Assign Data Model Object Categories for Data 360 Compatibility: Categorize data model objects (DMOs) during writeback to make sure they work seamlessly with downstream Data 360 features. Data Processing Engine (DPE) previously assigned the Other category to all DMOs it created. Now, select the category that matches the object's purpose, such as Profile for customer details or Engagement for interactions. Accurate categorizing is essential for Data 360 functionalities, such as identity resolution and segmentation.
Aggregate Data Efficiently Across Related Records with Hierarchical Aggregation: Roll up values across multi-level parent-child hierarchies, such as from child accounts to a parent account, for definitions with CRM Analytics runtime. Aggregate data, such as total assets or revenue, from child records at any level of a hierarchy to the parent record.
Process Small Datasets Faster with On-Demand Processing: Transform small to medium datasets and write back results in near real time without waiting for scheduled windows. Configure definitions to run in on-demand mode to perform ad hoc data validations and processing from Salesforce objects, context definitions, or CSV files.
Orchestrate Multi-Year Deals with Time-Aware Fulfillment Assets: Decompose order line items of complex, multi-year deals into fulfillment line items based on fulfillment asset configurations, such as quantity and attribute values, for a specific period. This timeline-based decomposition aligns fulfillment with effective dates rather than static snapshots, supporting additions, cancellations, and renewals without complex workarounds.
Improve Auto Task Step Behavior by Passing Custom Parameters: Pass custom, step-specific configuration values directly from Dynamic Revenue Orchestrator (DRO) auto tasks to Salesforce Flow. Build reusable flow templates with conditional branching logic instead of creating separate flows with minor variations. For example, you can send different email content, such as friendly or harsh reminders, or pass specific milestone durations by using the configuration value.
Gain Operational Visibility with Fulfillment Reporting: Monitor your orchestration processes with reports on fulfillments-related objects. This visibility helps proactively track various scenarios, such as monitoring future-dated orders or managing future-dated provisioning and deprovisioning of assets. For daily updates, use inline editing and report subscriptions.
Migrate Dynamic Revenue Orchestrator Condition Data: Extract, store, and migrate condition across your environments with ease. You can now perform bulk inserts of rules and conditions of Product Fulfillment Decomposition Rule, Product Fulfillment Scenario, Fulfillment Step Definition, and Task Assignment Rule records in a single transaction.
Schedule Orchestration Steps with Negative Delays: Initiate proactive actions based on custom context dates, such as sending reminders or initiating checks before an invoice due date. By using negative delay values you can schedule future-dated orchestration steps to occur before a specific event.
Orchestrate End-to-End Fulfillment Across Dynamic Revenue Orchestrator and Order Management: Now you can fulfill orders that span both Dynamic Revenue Orchestrator and Order Management in one coordinated process. Order Management typically fulfills physical goods, while Dynamic Revenue Orchestrator fulfills digital and service items. For example, when a customer orders a smart lock with professional installation, Order Management ships the lock while Dynamic Revenue Orchestrator schedules the install. Each system fulfills its own items and stays in sync throughout the order lifecycle, so you get a single, consistent experience across fulfillment, changes, and cancellations.
Dynamic Revenue Orchestrator: Accurately process complex, multi-segment amendments by using timeline-aware fulfillment. Trigger proactive orchestration steps before specific context dates or deadlines by using negative delays. Create reusable, dynamic templates by using custom parameters in auto tasks. Monitor orchestration processes with customizable fulfillment reports and migrate rule and condition data across environments.
Education: Learn about the latest features from Agentforce Education (formerly Education Cloud) that boost productivity throughout your organization. Support recruitment, admissions, academic operations, student success, advancement, and alumni engagement with the latest CRM and student information system (SIS) capabilities.
Agentforce for Education: Get immediate answers to financial aid questions to bring transparency to the funding process with the Financial Aid Inquiry agent. Use the Student Financials agent to manage payments and track your balance in real time to stay on top of your budget. The Transfer Credit Agent to helps prospective students with application decisions by making transfer credit estimates readily accessible and saving them for continuous access. Coordinate classroom support and identify students who need extra help within Slack by using the Course Operations agent. Navigate the entire application process and get program details through a simple, guided conversation with the Student Recruitment agent. The Course Search agent helps to find the right classes for your schedule and degree goals without waiting for an appointment. Access personalized recommendations for campus resources and career milestones based on your specific interests by using the Student Goals agent.
Capture Patient Philanthropy with Grateful Person Involvement Records: Track patient expressions of gratitude and the resulting philanthropic support for exceptional care received at university hospitals and medical centers. Provide care teams with a standardized, compliant way to refer grateful patients to fundraising staff. Create grateful person involvement records to record patient philanthropy and care team recognition.
Guide Students to Conflict-Free Course Schedules: Take the guesswork out of course registration by showing your students which course sections overlap. Automatic checks alert students of scheduling conflicts in the registration cart. Turn on optional time conflict enforcement to block registration for overlapping sections.
Enhance Collaborative Course Management and Student Support in Slack: Assist faculty to manage courses, engage with students and teaching assistants, and coordinate student support in Slack, where collaboration already happens. Set up the Course Operations Agent for instructors to receive advanced alerts on course loads, collaborate in automatically created course channels with syllabus canvases, and identify at-risk learners. When faculty identify support needs, they can quickly engage advising teams and create dedicated channels to coordinate timely interventions.
Discover the Right Courses Easily with the Course Search Agent (Generally Available): Improve student self-service and reduce the workload for advising staff with the Course Search Agent, now generally available. Help students find the courses that best suit their interests, schedules, and degree program requirements without making appointments with advisors. Help advisors research the course catalog and guide students effectively during peak registration seasons.
Empower Students with Self-Service Financial Planning Tools: Give your students intelligent self-service tools to proactively plan their financials by using the Student Financials Agent. Reduce financial stress and administrative inquiries as your students manage payments and view real-time account balances.
Enhance Course Discovery with Advanced Search: Support students in conducting intuitive, targeted searches to identify courses and sections that fit their schedules and academic needs. Configure multiple search criteria simultaneously, including meeting days and section or waitlist availability, to show only matching results. Students can narrow down options and register for the right courses efficiently.
Evaluate Unarticulated Transfer Credits and Automate Equivalency Rule Creation: Give your faculty and administrators a structured workspace to review complex prior learning, such as military experience and portfolios. Evaluate unarticulated transfer credits by using unified workflows, and convert those decisions into permanent institutional rules. Automate the process of matching prior learning for future applicants to accelerate their time to degree and ensure more accurate credit matching across every student record.
Extend Institutional Data for Higher Education Statistics Agency (HESA) Compliance: Deploy a standardized data structure to support compliance needs in the United Kingdom. Turn on United Kingdom Compliance and Configuration to add compliant fields and metadata to your Agentforce Education objects that align with the HESA Data Futures specification. This embedded foundation equips your institution to validate submissions and run future analytics without relying on manual data mappings or external data warehouses.
Manage Financial Aid Data with the Education Data Kit: Establish a centralized data management system for student financial aid records using Education Data Kit, which includes seven new Data Model Objects (DMOs). The new DMOs solve the problem of fragmented financial aid data, providing students and staff a unified view to help with financial aid decisions. Use the DMOs with the new financial aid insights Lightning web components to enable users to track the status of applications and disbursements at a glance.
Streamline Support with the New Financial Aid Inquiry Agent: Use the Financial Aid Inquiry Agent to assist prospective students, applicants, current students, and staff with inquiries related to financial aid, including questions about policies, processes, application statuses, and outstanding requirements. The agent provides immediate and accurate responses to common financial aid questions, delivering reliable information to help users make financial aid decisions faster.
Increase Financial Aid Transparency with New Lightning Web Components: Meet the growing demand for transparency in financial aid information by providing a streamlined, self-service experience for prospective students, applicants, and current students. The new financial aid Lightning web components enable you to build a comprehensive financial aid portal.
Financial Summary Other Improvements: Give your students more visibility into their accounts and take advantage of flexible component layouts in your portal builder.
Set and Achieve Career and Life Goals with Agentforce: Student Goals (Generally Available): Help students get specific, measurable, achievable, relevant, and time-bound (SMART) goal recommendations with AI-powered guidance based on their profile, preferences, and assessment insights by using the Student Goals Agent, which is now generally available. Assist students in getting campus resource recommendations, including courses, support programs, and involvement groups that can keep students on track to achieve their goals.
Manage Financial Accounts with Enhanced Visibility: Provide a workflow for your student accounts team to generate invoices for students based on approved billing schedules. Simplify the collection of receivables and improve institutional cash flow by using integrated secure payment processing. Student advisors update account status and ownership quickly and accurately, providing proactive financial control for your university.
Measure the Impact of Corporate Relations: Evaluate and communicate institutional impact in a standardized, data-driven framework. New objects and fields connect academic programs, employer relationships, and Outcome Management analytics to track how partnerships translate into internships and job placements. Automated workflows aggregate these insights to help institutions identify which collaborations most effectively support workforce outcomes.
Optimize Course Operations with Tableau Next: Give registrars and operations teams an integrated view of course availability, scheduling efficiency, and enrollment patterns. With a centralized dashboard, staff can build schedules, manage resources, and balance demand more effectively without relying on manual processes. Anticipate enrollment trends and take timely action to optimize course capacity and faculty workloads.
Show Application Deadlines with Date and Time: Let applicants see the exact date and time when an application closes. Set an application close date and time on the application timeline record, and the portal displays the deadline in each applicant's local timezone. To enforce the deadline, create a validation rule that prevents submissions after the close date and time.
Student Recruitment Agent for Agentforce Education (Generally Available): Use Student Recruitment Agent, now generally available, to help your institution assess and recruit new students. The agent can answer questions about your institution, programs, and admissions processes. The agent can also help students apply.
Monitor Student Success Key Performance Indicators with Tableau Next: Give advisors access to key metrics about learners’ academic, well-being, and engagement data. Advisors can identify at-risk students earlier, personalize support, and track retention outcomes without relying on IT support or manual data aggregation. Measure the effectiveness of advising programs and make confident, data-driven decisions.
Provide Transfer Credit Estimates to Prospective Students with Agentforce (Generally Available): Help prospective students with application decisions by making transfer credit estimates readily accessible in the Transfer Credit Agent, now generally available. Estimate credits that are transferable into an institution or learning program right in an agent session to reduce response time for evaluations. Save previous estimates to give students continuous access.
Transform the Student Financial Experience: Provide students with a clear view of their financial obligations through a unified dashboard for real-time billing, secure payments, and disbursed aid or scholarships. Reduce administrative inquiries by offering a single place for students to access invoices, running balances, and full payment histories. Save your staff time with automated account reconciliation that offers granular control and visibility.
Unify Institutional Data with Semantic Model Updates: Maintain a trusted view of student, academic, and advancement data across your institution. Coordinated updates to Education semantic models equip your teams to adopt new data structures and standardized definitions. Establish a reliable, institution-wide foundation for consistent reporting, trusted insights, and AI-ready data. The semantic data model is now available in a data kit and with your Tableau Next app.
Agentforce & Einstein: Supercharge your workforce efficiency with predictive and generative AI.
Adapt Your Agent's Responses to the User's Language (Beta): Set up your agent faster and give your users a more natural conversational experience. When you turn on adaptive language mode, your agent detects the language of each incoming message and responds in the same language. Your agent can use any language its AI model supports, including languages that aren't in the Allowed Languages list.
Manage Agent Access in Agentforce Builder: You can now manage agent-related permissions on the Agent Access page in Agentforce Builder. For an Agentforce Employee agent, the page controls which users can access the agent. For an Agentforce Service agent, the page controls what the agent user can access.
Write Precise Agent-Level Instructions in Canvas View: Spend less time writing agent-level instructions with a dedicated page in Canvas view. You can also add variables to agent-level instructions and format them with Markdown.
Get More Done in Canvas View with After Reasoning, System Variables, and Conflict Detection: Add after reasoning instructions, reference system variables, and avoid overwriting a teammate's work in Canvas view. After reasoning instructions shape what happens once the agent resolves the subagent. For example, you can format the response or call another action. You now see system variables, including current connection and current modality, alongside your agent's custom and context variables. And the builder now tells you when it detects simultaneous edits to the same agent version.
Build Agents Faster and Ensure Consistency with Connection Inputs for Marketing Email: Reduce setup time and keep experiences on-brand with the new signature and disclosure inputs for the Marketing Email connection. By default, connection inputs and their settings are shared across all agents that have the connection. When you customize a specific agent’s connection inputs, it doesn’t impact other agents that use the connection. Similar to variables, you can use connection inputs throughout your agent’s reasoning and interactions. Input values can’t be changed during a conversation.
Support More Users with Enhanced Chat v2 Accessibility Improvements: Reach more users with a more accessible Enhanced Chat v2 experience. We’ve improved keyboard focus management, accessible names for controls, screen reader citations, and mobile navigation on Android. Enhanced Chat continues to align with WCAG 2.2 Level AA and you can track resolutions through the Voluntary Product Accessibility Template (VPAT).
Deploy Agentforce Employee Agents on Enhanced Chat v2: Give your employees a chat experience optimized for modernized features and agentic use cases. You can now deploy Agentforce Employee agents on Experience Cloud sites with Enhanced Chat v2.
Deploy Agents to Enhanced Chat v2 Faster in Agentforce Builder: Spend less time setting up Enhanced Chat v2 deployments with the latest improvements in Agentforce Builder. Now, when you create a channel from the Enhanced Chat v2 Settings page, Agentforce creates an embedded service deployment for you. You can also easily add more deployments to a channel from the Enhanced Chat Channels table.
Elevate Your Enhanced Chat v2 Deployments with More Customization and Reliability: Strengthen your brand presence and keep conversations flowing with Enhanced Chat v2 customization and messaging enhancements. Control the chat window dimensions and background colors. Improve the end-user experience with read and delivery receipts, smoother message rewrites, and improved auto-response messages, including inactivity notifications.
Reduce Resolution Time with File Sharing in Enhanced Chat v2: Give service reps the context they need to resolve inquiries faster. Customers can now share files such as screenshots, receipts, and PDFs with service reps in Enhanced Chat v2 sessions. Sharing files with AI agents isn't available yet.
Greet Users with a Chat Invitation in Enhanced Chat v2: Invite users to start a chat with a service rep or AI agent in Enhanced Chat v2. You can use the default invitation or create one with custom text, rules, conditions, and branding on the Embedded Service Deployments Settings Setup page.
Transform Your Customer Experience with Voice-Enabled Agents in Enhanced Chat v2: Scale your operations and decrease agent handle time by offering customers a more engaging and accessible way to interact with your service agents. With Agentforce Voice for Enhanced Chat v2, customers can seamlessly switch between text and voice mode. Easily set up a voice-enabled service agent and customize it to meet your unique business needs in Agentforce Builder.
Make Voice Conversations More Engaging in Enhanced Chat v2: Give your users more ways to interact with an agent during a voice conversation in Enhanced Chat v2. A transcript now appears in the chat as your customer and the agent speak, so users can switch between talking and messaging without losing the thread. Users can also minimize the chat window and continue speaking with the agent.
Cover More Cases in a Condition with Else If Branches: Guide your agent down unique paths for different cases in a single condition. Previously, you could only add If and Else branches to a condition statement. Now, you also add one or more Else If branches, and the agent follows the first branch that applies.
Organize Instructions with Markdown in Canvas View: Easily read and write your agent's instructions with Markdown in Canvas view. Use Markdown syntax or keyboard shortcuts to add formatting to instructions, such as headers, bold, italic, numbered and bulleted lists, and horizontal dividers. Previously, Markdown appeared as plain text in Canvas view.
Control Which Model Each Subagent Uses in Agentforce Builder: Select the model that gives your subagent the best balance of speed and reasoning depth for its specific job. For example, a subagent that performs simple tasks can run on a smaller model and one that manages complex tasks can use a larger one. Previously, you could only set a model for a subagent with Agent Script.
Understand an Agent at a Glance with an Agent Summary: Quickly review a new agent or confirm that an agent is set up the way you intended before you activate it. Agentforce Builder now generates and shows a visual summary of the agent and its subagents on the first page in Canvas view.
Personalize Voice Interactions Faster with Voice Call Variables in Canvas View: Give your voice agents access to call details so that they can respond with more context. After you add the Telephony connection to your agent, you can add voice call variables to it on the Variables page in Canvas view and use the variables throughout your agent’s reasoning and interactions. Previously, you could only use voice call variables with Agent Script.
Agentforce Observability: Refined Agent Analytics and Custom Scorers (Beta): Get a unified view of agent performance with Refined Agent Analytics, which combines Service Agent Analytics and Employee Agent Analytics in one place with more than 40 metrics. Use Custom Scorers (Beta) to evaluate sessions against your own KPIs alongside Salesforce standard quality metrics.
Einstein Bots: Help customers faster with Einstein Bots, AI-powered conversational assistants for chat and messaging channels.
Einstein Bots Enters Maintenance Mode: Starting August 17, 2026, Einstein Bots is in Maintenance Mode. Existing Einstein Bots continue to be supported and can be used after this date. However, no new features or enhancements will be added, and we recommend using Agentforce for new AI agent implementations.
Upgrade Einstein Bots to Agentforce Service Agent (Beta): Use the Upgrade Agent tool on Agentforce Labs to upgrade 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.
Work Summaries for Case (Beta) Is Being Retired: Work Summaries for Case (beta) is scheduled for retirement on September 30, 2026, and is in maintenance mode until then. You can continue to use Work Summaries for Case (beta) until that date, but we recommend transitioning to Enhanced Summaries. Enhanced Summaries offers role-specific summaries and more summarization features, which will help your service reps work more efficiently.
Agentforce: Bring the power of assistive and autonomous AI to your business with Agentforce.
Agentforce Development: Develop custom solutions with our suite of generative AI tools, including the Models API, Agentforce, Prompt Builder, and AI Models.
Draft Email Replies From Multiple Knowledge Articles: Generate comprehensive service email drafts grounded on relevant knowledge articles. You can select up to three most relevant knowledge articles so your email reply is backed by accurate information. Knowledge Grounded Email Response (KGER) reduces manual email drafting time by providing a detailed starting point that you can review and edit before sending.
Generate Enhanced Summaries in Your Preferred Language: Generate Enhanced Summaries in the language set in your locale settings, regardless of the language used during customer interactions. With locale-based summaries, you can review and understand AI-generated content in your own language before saving it. Enhanced Summaries now support Danish, Dutch, Finnish, Korean, Norwegian, Portuguese (Brazilian), Portuguese (European), Russian, Swedish, and Thai, in addition to the previously supported languages.
Supported Models: Learn about support for new large language models (LLMs) for embedded features, such as Prompt Builder. Also, stay up-to-date with model deprecations and reroute dates.
Claude Opus 4.6 Is Generally Available: This model was previously available as a beta model. It’s now ready for use in production. You can use this model in any supported feature, such as in a prompt template.
Claude Opus 4.7 Is Generally Available: This model was previously available as a beta model. It’s now ready for use in production. You can use this model in any supported feature, such as in a prompt template.
Prepare for Claude Sonnet 4 Reroute Date: Claude Sonnet 4 model requests will be rerouted to Claude Sonnet 4.6 on May 26, 2026 because Claude Sonnet 4 is in the Legacy state on Amazon Bedrock. We recommend that you test your prompts and apps with the new model in Prompt Builder and AI Models as soon as possible, because expected responses can change.
Claude Sonnet 5 Is Generally Available: This model is ready for use in production with a rate limit of 1,000 requests per minute. Use this model for certain functionality, such as in a prompt template.
Gemini 3.1 Flash Lite Is Generally Available: This model was previously available as a beta model. It’s now ready for use in production. You can use this model in any supported feature, such as in a prompt template.
GPT-5.4 Mini Is Generally Available: This model was previously available as a beta model. It’s now ready for use in production. You can use this model in any supported feature, such as in a prompt template.
GPT-5.5 Is Generally Available: This model was previously available as a beta model. It’s now ready for use in production. You can use this model in any supported feature, such as in a prompt template.
GPT-5.6 Is Generally Available: The GPT-5.6 Luna, Terra, and Sol models are ready for use in production with a rate limit of 5,000 requests per minute. Use these models for certain functionality, such as in a prompt template.
Increased Limits for Large Language Model Generation Requests: The maximum requests per minute (RPM) for generation requests per org has increased from 1,000 to 2,000. This change means that an org can make up to 2,000 requests per minute across all the available models. Due to the available capacity from model providers, the RPM limit can vary for each individual model. The RPM and tokens per minute (TPM) limits have increased for several models.
Use Nemotron 3 Super 120B on the Einstein Platform (Beta): We added support for Nemotron 3 Super 120B as a beta model. To use a beta model, you must first turn on beta generative AI models in the Einstein Setup page. After you turn on beta generative AI models, you can use this model in any supported feature, such as in a prompt template.
Other Changes: Enjoy expanded Einstein generative AI support for locales, models, and more.
Direct Agent Quick Actions to a Specific Agent: When you create an agent quick action, you can specify which agent handles the utterance. This way, you know each request goes straight to the agent best equipped to handle it. Route different quick actions on the same record page to specialized agents, such as a sales agent for one action and a service agent for another.
Agentforce Platform Features by Month: Build smart solutions for your business cases with generative AI, predictive AI, and everything in between. Learn about functionality, security, and performance improvements to AI at Salesforce. Agentforce platform changes are released as often as weekly, so check back again soon for the latest and greatest.
Prompt Builder: Simplify daily workflows by using prompt templates to bring generative AI into Salesforce experiences. Create, test, revise, customize, and manage prompt templates that use CRM data through merge fields referencing record fields, flows, related lists, and Apex. Prompt Builder provides tools to design effective prompts and securely connect your data with large language models (LLMs).
Govern Prompt Response Languages: Manage prompt response languages with automatic and manual controls in Prompt Builder. Restrict responses using allowed languages, or allow prompt instructions to define the language when needed. Maintain compliance and consistency across all generated content.
Create Prompt Templates with AI Assist (Beta): Build prompt templates faster using generative AI with AI Assist in Prompt Builder. Describe what you want your prompt to accomplish in natural language, and AI Assist creates a structured Jinja-based prompt template with recommended inputs and grounding data.
Author Prompts Faster with the Block Editor (Beta): Work more efficiently with the new Block Editor for Prompt Builder. The Block Editor provides a visual, block-based authoring experience with keyboard shortcuts, copy/paste functionality, and intuitive navigation. Create and organize complex prompts faster using drag-to-select, multi-block selection, arrow key navigation, and quick keyboard commands for common actions like save, preview, and version control.
Build Intelligent Prompt Templates with Conditional Logic (Beta): Build intelligent prompt templates with conditional logic using the new Block Editor experience. Authors can now add if, else if, and else statements directly within prompts to create branching logic based on input variables. Built on Jinja templating syntax, conditions support comparison operators and can reference merge fields from grounded data. The visual block-based interface makes it easy to structure complex conditional flows without writing raw syntax, enabling more sophisticated and context-aware generative AI interactions.
Use Keyboard Shortcuts in Prompt Builder: Work faster in Prompt Builder with keyboard shortcuts for common actions. Save time by using quick key combinations instead of clicking buttons for save, preview, version, and activation operations.
Deploy and Version Control Prompt Templates with the Metadata API: Prompt Builder templates are now fully supported in the Salesforce Metadata API (MDAPI), enabling deployment automation, version control, and CI/CD integration. Use Salesforce CLI, SFDX, or third-party deployment tools to retrieve, deploy, and track changes to prompt templates alongside your other metadata.
Customize Managed Prompt Templates with Overrides: Customize prompt templates delivered through managed packages by creating your own versions. When a template is configured as overridable, create and activate local versions of the template without modifying the original packaged template.
View Prompt Template Dependencies Across Your Org: Identify where your prompt templates are used so you can understand the impact of your changes before you make them. When you attempt to delete a prompt template, a references modal displays a list of flows, agents, Apex invocable actions, and other integrations that currently use that template.
Test Prompt Templates in Agentforce Testing Center (Beta): Surface patterns and edge cases missed in smaller-scale testing when you run tests at scale. Test your prompt templates by selecting Prompt Templates as the test type in Agentforce Testing Center. Build test cases and manage test suites, all in a spreadsheet-inspired interface that makes it easier to validate and debug.
Einstein Vision: The maximum size of an Einstein Vision dataset increased from 2 GB to 10 GB. Calls to the Einstein OCR API now return more descriptive error messages.
Generate Work Summaries in Your Preferred Language: Generate Einstein Work Summaries for Enhanced Messaging sessions and Voice calls in the language set in your locale settings, regardless of the language used during customer interactions. With locale-based summaries, you can review and understand AI-generated content in your own language before saving it. Work Summaries for Enhanced Messaging sessions and Voice calls now support Danish, Dutch, Finnish, Korean, Norwegian, Portuguese (Brazilian), Portuguese (European), Russian, Swedish, and Thai, in addition to the previously supported languages.
Email: Enhance your email capabilities with improved template tracking and intelligent Agentforce Service agents. Use the Last Used Date and Times Used fields to monitor how frequently and recently support reps apply specific email templates on cases. Gain greater control over agent behavior using the new Agentforce Builder and Agent Script, and secure your implementation with a simpler setup process that removes the Customize Application permission requirement.
Build Better Agentforce Service Agents for Email in the New Agentforce Builder: Create intelligent Agentforce Service Agents for email with greater control and increased reliability using the new Agentforce Builder. The platform introduces Agent Script, a new programming language that combines natural language instructions with programming expressions. This hybrid reasoning gives you better control over agent behavior. Both the legacy Agentforce Builder and the new Agentforce Builder work in the same org. You can edit agents created in the legacy builder only in the legacy builder, and you can edit agents created in the new builder only in the new builder.
Streamline Permissions for Agentforce for Service on Email: The setup process for Agentforce for Service on Email is simpler now that the Customize Application permission requirement for the Automated Case User under Support Settings is removed. Your implementation is now more secure and easier to manage.
Track Email Template Usage on Case Records: Monitor how frequently and recently users apply specific email templates. Now, the Last Used Date and Times Used fields update on email templates when used from the Lightning email composer on cases.
Energy & Utilities: Equip guest users and existing customers with personalized energy plan comparisons and self-service enrollment. Get Slack notifications when data sync operations are completed for multisite quotes and auto quotes. Manage new grid connection requests with milestone-based tracking and service-level agreement compliance monitoring. Improve timesheet accuracy for field technicians with enhanced summary views, automatic idle time entries, the ability to edit and resubmit rejected timesheets, and mobile refresh gestures.
Manage Add-On Products Using Enhanced Flow Templates: Expand your product offerings beyond connection-based commodities, such as electricity, gas, or dual fuel. Sales reps can sell non-commodity add-on products, such as thermostats, heaters, smart meters, electric vehicle chargers, and heat pumps alongside commodity tariff plans. The pre-built Select Add-On Products Lightning Web Component allows users to view and select multiple add-on products simultaneously during the purchase process.
Manage Milestones for New Utility Connections: Manage new grid connection requests from application intake through activation with automated milestone tracking and service-level agreement compliance management.
Provide Self-Service and Assisted Tariff Comparison: Give prospective customers the ability to compare utility service rates and make informed decisions about their purchases directly in your customer portal. Existing customers can browse energy products, compare personalized offers, and complete their enrollment online. During the enrollment process, customers can update their billing address. Also, the system can capture new address details for the customers to establish the required location and service point records automatically.
Get AI-Generated Answers in the Enterprise Knowledge Component: Help your service reps resolve cases faster with Agentforce Answers surfaced from your Enterprise Knowledge articles, right inside the Enterprise Knowledge component. AI-generated answers reduce manual search time, so your reps spend less time searching and more time resolving cases.
Achieve Near Perfect SLA Compliance with Agentic Milestones (Beta): Use generative AI to autonomously complete routine communications tied to Service Level Agreements (SLAs) for cases. Agentforce drafts and sends contextually relevant first responses and periodic status updates to your customers based on resolution progress. By offloading these repetitive communications, your service reps can focus on complex problem-solving while maintaining nearly 100% SLA compliance for digital agent-owned milestones.
Entitlements and Milestones: Optimize your service performance and maintain high standards with new tools designed to automate, predict, and communicate SLA progress. Ensure near-perfect compliance by leveraging Agentforce to autonomously complete routine milestones like first responses, and use proactive risk scoring to identify and prioritize cases nearing SLA breach based on real-time data.
Predict and Prevent SLA Breaches with Proactive Risk Scoring: Help your service reps stay ahead of potential delays and service-level agreement (SLA) breaches by predicting the likelihood of a case missing its SLA. This feature provides a quantifiable risk score on case records based on real-time data like priority, status, and recent activity. By identifying high-risk cases early, service reps can prioritize their workload and prevent breaches.
Reduce Scrolling in Screen Flows with Stacked Radio Button Groups: Use the Radio Button Group component to add horizontally or vertically stacked choices to your screen flows that you add to Aura and LWR sites. This layout reduces scrolling and provides a modern, easy-to-scan alternative to traditional radio buttons or dropdown lists.
Send Sensitive Emails Securely with a Secondary Sender Email Address: Guard against relay interception by sending sensitive emails from your Aura or LWR site directly from Salesforce Mail Transfer Agent (MTA) instead of your corporate email relay. To ensure that emails that contain sensitive data, like the Forgot Password email, follow a more secure path, set up a verified secondary sender address. Use secondary sender to meet strict security requirements and align with DMARC standards without modifying your primary domain’s DKIM settings.
Experience Cloud: Malware scans for Salesforce Files are now generally available. Upload files as large as 10 GB to an Aura or LWR site. Use a suite of AI-assisted Self-Service components in your Aura or Lightning Web Runtime site to deliver personalized self-service experiences. Enable people who use public email services to send email from your site. Turn on Chatter in new orgs to add or access Chatter-dependent features in Aura and LWR sites.
Other Changes: Learn about other features that are available for Experience Cloud sites.
Aura and LWR Sites: Deliver personalized self-service experiences in your Aura or LWR site with AI-assisted Self-Service components. Keep private pages unavailable on your LWR site until visitors finish setting up or resetting their password. File scans for malware in Salesforce Files are now generally available. On Aura and LWR sites, show record names instead of Salesforce IDs in Data Table lookup columns in screen flows. Use a secure vendor connection to pull records from your vendor’s Aura site into Salesforce. Turn on Chatter in new orgs to access Chatter-dependent features.
Salesforce Enables Managed Rulesets for Enhanced and Custom Domains That Are Migrated to Cloudflare CDN: Beginning in 2026, Salesforce is migrating all enhanced and custom domains serving Digital Experiences that use the Salesforce Content Delivery Network (CDN) from Akamai to Cloudflare. Starting with the Spring ’26 release, all enhanced and custom domains that use the Salesforce CDN service use the Cloudflare CDN as the default service provider. For enhanced security, we're also enabling managed rulesets.
Components in Experience Builder: In Aura and LWR sites, use the Radio Button Group component to arrange screen-flow choices in a horizontal or vertical list, making the choices easy to scan. Use the File Upload component to upload files as large as 10 GB.
Experience Delivery (Beta) Is Being Discontinued: The Experience Delivery infrastructure for LWR sites, previously announced as a beta feature, is being discontinued in Winter ’27. You can continue to use Experience Delivery until then. However, we recommend that you turn off this feature ahead of time.
Enable All Site Users to Send Email: Salesforce now requires both domain-level and user-level verification to send email. Enable users whose email domains you can't verify to send email from your sites. For example, enable people who use public email services such as yahoo.com or icloud.com to send messages from a site.
Enable Chatter for Chatter-Dependent Features in Aura and LWR Sites in New Orgs: Chatter is turned off by default in all Salesforce orgs created in Summer ’26 and later. To create an Aura site from the Customer Service template or add feeds to an Aura or LWR site in these orgs, enable Chatter. This change doesn’t affect orgs created before Summer ’26.
Scan Files for Malware in Salesforce Files (Generally Available): For improved security in your org, files are scanned for malware in Salesforce Files. This feature, now generally available, includes some changes since the beta release. The setting “Scan files for viruses or malware” now appears in the new Malware Scanning page in Setup. On this page, a new setting enables notifications about malicious files for users with the Manage Malicious Files permission. Also, you can now assign the Manage Malicious Files permission to any standard user. Previously, only admins had this permission.
Pinpoint Fields with Sensitive Data to Hide from Guest Users: A new warning icon next to field names in the Guest User Sharing Rule Access Report identifies fields that potentially expose personal information. For example, on the account object, the icon flags fields with revenue data or address and contact information. You can review these fields case by case to decide whether to change their sharing rules to hide the fields—and their data—from unauthenticated users.
Keep Private LWR Pages Unavailable Until Password Setup or Reset Is Complete: Visitors are now required to finish setting up or resetting their password before they can access private pages in an LWR site. This feature, which achieves parity with Aura sites, is enabled by default for all LWR sites, except those sites that use custom Visualforce pages for password management. In those cases, manually enable this feature.
Experience Cloud Features Released by Month: Some Experience Cloud features and changes are released as often as monthly, so check back again for the latest updates. The Summer ’26 release includes updates happening from April 2026 through August 2026.
Customize Screen Flows with More Style Overrides: Tailor screen flows to your audience with expanded styling options. You can now customize the look and feel of more screen flow components. The new supported components are Action Button, Address, Choice Lookup, Dependent Picklists, Email, Lookup, Name, Phone, Slider, Toggle, and URL.
Use Static Resource Images to Display Text in Screen Flows (Generally Available): Seamlessly browse for and upload static resource images directly from within the Display Text component. In the Display Text component, you can search for existing images, upload new ones, and add alternate text all from within the screen flow.
Security and Sharing: Now that Salesforce requires domain-level and user-level verification to send email from a site, enable people who use public email services to send messages from the site.
View and Link to Related Records from Screen Flow Data Tables: Show record names instead of Salesforce IDs in Data Table lookup columns in screen flows that you add to Aura and LWR sites. For easier navigation, turn the record name into a link that opens the related record in a new browser tab.
External Services: External services support enums. There are a number of enhancements in this release.
Do More with External Services Binary File Improvements: External Services now provides a 100-MB file size limit for binary file operations, optional custom filename input in Flow Builder, and smarter file name resolution with a defined priority order.
Build More Robust Integrations with External Services Support for Enums: You can now include enums in the OpenAPI specification that you use to create an external service. When you add the external service to a Flow action element, the enum appears as a picklist. In other Flow elements and in Apex, the enum appears as its base type. You can use either string or number as the enum value type. Support for enums is only available in external service registrations created after the Summer ’26 release.
How and When Do Features Become Available?: Some features affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
Feedback Management: Get detailed insights into survey analytics with Tableua Next dashboards.
View Survey Analytics with Tableau Next Dashboards: Use prebuilt Tableau Next dashboards to track how customer feedback evolves across lifecycle stages. Powered by Tableau, these dashboards provide richer visualizations and flexible analysis of feedback data across the entire customer journey. You can uncover survey insights and improve the customer experience.
Field Service: Learn about the latest features and updates to supercharge team productivity and operations in and out of the field.
Review the History of Scheduling and Optimization Requests with Activity Reports (Generally Available): Use Activity Reports to get information on scheduling and optimization requests that you run. You can generate an activity report for a specific request type and easily identify whether it succeeded or failed. For example, generate a report on a Global Optimization request that failed. The report output details the reasons for the failure, allowing you to take action and troubleshoot the issue quickly.
Create a Dispatching Agent in the New Agentforce Builder: The new Agentforce Builder now supports Field Service Dispatching agents, so you can create an agent to give dispatchers an immediate overview of today’s critical service appointments. Dispatchers see which appointments require immediate attention directly from the Agentforce panel. Dispatchers can also ask Agentforce to create appointment list filters based on summary categories or other search criteria.
Let Workers Manage Appointments with Agentforce Employee Agent: Empower your workers to schedule and reschedule appointments with Agentforce Employee Agent. For example, this capability enables your mobile workers to schedule an appointment for a customer or make last-minute schedule changes directly from the Field Service mobile app, reducing overhead and increasing productivity.
Expand Autonomous Scheduling to Prospect Customers: Allow prospects to book appointments without needing an existing account, transforming Agentforce into a powerful lead generation tool. Previously, only authenticated customers could access the scheduling agent.
Create Field Service Scheduling Agents in the New Agentforce Builder: The new Agentforce Builder now supports Field Service Scheduling agents, so you can build agents to assist your customers. The agents you build appear in the agent list views in the Agentforce Studio app and Agentforce Agents Setup pages. Regardless of where you launch them, these agents always open in the new builder to ensure a consistent experience.
Extend the Reach of the Scheduling Agent for Customer Outreach to WhatsApp: Connect the Field Service Scheduling agent to Enhanced WhatsApp to engage customers on their preferred app. Outreach conversations are now supported on all messaging channels available to Agentforce Service Agents, except for standard and enhanced Facebook Messenger.
Get Scheduling Recommendations with Appointment Insights (Generally Available): Understand why service appointments can't be scheduled during optimization, and what changes you can make to qualify more time slots and candidates for scheduling. For example, consider removing a custom rule that prevents their scheduling.
Improve Schedule Recommendations with the Appointment Insights API (Generally Available): Understand why a service appointment can’t be scheduled during optimization and which work rules are preventing its scheduling with the Appointment Insights API. The new getAppointmentInsights Apex method, under the ScheduleService Apex class, returns data about why a specific service appointment can’t be scheduled on the Gantt, helping you fine-tune your scheduling policy.
Build Briefcase Rules with Any Custom List View in Performance Priming: Use any custom list view filters in Performance Priming briefcase rules without running into priming failures. Previously, some list view filters were incompatible with briefcase configuration, preventing some orgs from completing the move from legacy priming. Admins who encountered such issues can retry setup after upgrading to Spring '26. If you're already running Performance Priming successfully in your org, there's no need to take any action.
Accelerate Service Arrival Times by Excluding Home Base Travel in Enhanced Scheduling and Optimization: Improve response speed and make sure the mobile worker with the shortest travel time to the site is dispatched, regardless of their home base location at the start or end of their shift. You can now exclude travel to home, travel from home, or both from the Minimize Travel service objective’s calculations when you’re using Enhanced Scheduling and Optimization. This capability is critical for high-urgency industries like Roadside Assistance and Ambulatory Services, where quick arrival to a site outweighs the additional travel time for a worker to return home. Previously, the engine calculated the total travel increase for the entire day—including the return trip home—which often penalized the closest mobile worker if their home base was far from the site. By excluding home travel, the engine focuses only on the travel between service appointments, ensuring the closest mobile worker is dispatched.
Boost Mobile Worker Efficiency by Grouping Nearby Service Appointments: Make sure mobile workers maximize their presence in high-volume areas by completing all appointments within a specific area before moving to the next. The Group Nearby Appointments service objective is designed specifically for organizations with a large number of appointments per resource, where multiple workers typically start their day from the same home base location and cover the same geographical area. By prioritizing this objective, you eliminate redundant path overlap so that one mobile worker "owns" the area for the day, maximizing productivity. Previously, the scheduling engine prioritized the shortest overall travel time for individual appointments. This logic often resulted in mobile workers "picking up" appointments on the way to a cluster, which inadvertently caused the remaining appointments in that area to be split among multiple workers.
Keep Important Appointments Scheduled During Optimization (Generally Available): Safeguard important service appointments, such as those with customer commitments, by preventing them from being dropped from the schedule during global and in-day optimization. Define which appointments to keep scheduled by using Keep Scheduled Criteria. For example, ensure emergency appointments remain scheduled. During optimization these appointments can move to a different resource or time within the SLA. Previously, you could only pin appointments, limiting the ability to create the most optimal schedule. You can also keep appointments scheduled via API by using the updated Optimize global Apex method, which is helpful when you want to schedule optimization runs and aren't relying on manual actions.
Identify the Classic Dispatch Console with Its Updated Tab Name: Easily distinguish the dispatcher console interface, now renamed Classic Dispatch Console, from the new Scheduling Console. This change applies to the Field Service tab name in the Field Service app. If you’ve previously customized this tab label, your specific naming remains unaffected.
Boost Field Productivity with Native Filed Service Mobile Flows: Flows in the Field Service Mobile app now run on native architecture to provide faster performance and stronger offline capabilities. Technicians get quicker load times, smoother navigation, and lower storage usage. Flow screens match the design of standard record forms for a consistent look across the app.
Resolve Issues Faster with Interactive Pre-Work Briefs: Empower mobile workers to ask follow-up questions, clarify job details, and request specific documentation directly through an interactive Pre-Work Brief widget. Powered by Agentforce, users get grounded responses based on work order history, troubleshooting guides, and asset data without manually re-entering the context. Mobile workers stay in their flow of work while accessing relevant procedures or documents, customer site compliance, and historical case data through simple text.
Customize Pre-Work Briefs with Greater Flexibility and Speed: Tailor your pre-work briefs to include specific data from objects like Case Comments or Work Types without writing custom Apex code. New configuration options simplify your setup, allowing you to deploy relevant job context to your mobile workers faster by reducing the need for complex custom logic. Automatic change detection also updates the pre-work briefs only when data changes, maintaining high system performance while keeping information accurate.
Improve Routing Quality with the Enhanced Same Site Service Objective: Maximize productivity and reduce travel time by defining how service appointments are grouped at a single location. You can now choose between grouping appointments within a close vicinity of up to one second of travel time or grouping only those with identical coordinates. Exact location matching ensures that mobile workers complete all service appointments at a specific location, such as a single building, before moving to appointments at a nearby building. This capability is specific for complex sites such as campuses or farms, where multiple appointments exist without traditional connecting roads. Previously, in such scenarios, the objective treated all nearby buildings as a "same site" due to zero travel time, potentially resulting in "zigzag" routing between adjacent structures on a campus or farm.
Transform Your Scheduling Experience with the New Scheduling Console: Empower your team to manage complex Field Service scheduling operations with an intuitive and sleek console built on Lightning Web Components for peak usability and productivity. Designed to reduce cognitive load, this high-performance interface supports multi-screen configurations, ensuring your dispatchers stay efficient, focused, and responsive. The scheduling console is also available to Experience Cloud site users.
Manage Service Appointments Without Leaving the New Scheduling Console: View and edit appointment details from the Service Appointment side panel within the Scheduling Console while keeping the Gantt and appointment list in full view. From the panel you can browse information such as appointment details, parent record fields, related lists, and scheduling history across organized tabs. You can also edit fields inline or open the panel directly in edit mode, making it easier to manage appointments during active scheduling.
Adapt the Scheduling Console to Your Workflows with Custom Actions: Give dispatchers quick access to org-specific automations and workflows from multiple locations in the Scheduling Console, including the Gantt, service appointment list, and map. Configure interactive or background actions that launch a Lightning Web Component, run a flow, call an Apex class, or open a Visualforce page.
Create Custom Dispatcher Actions with Flows and Components: Streamline dispatcher operations by building tailored Scheduling Console actions with screen flows, autolaunched flows, and Lightning web components. Continue using your existing Apex and Visualforce actions, or use flows to automate processes and Lightning Web Components to create custom experiences.
Give Dispatchers a Full-Screen View of the Scheduling Console Map in Experience Cloud: Free up screen space for your dispatchers by adding the Scheduling Console map to a dedicated page in your Experience Builder site. They can then open the map in a separate browser tab. The map stays fully synchronized with the Gantt and service appointment list, even when open in a separate tab.
Work Faster in the Scheduling Console with Gantt Enhancements: Get more done in the Scheduling Console without switching contexts. You can star service territories for quick access, enable appointment snapping to align dragged appointments precisely, view a resource's online status from the service resource popover, and create resource absences from the service resource popover or action bar. Appointment snapping and resource online status require admin configuration in Scheduling Console Settings.
Keep Routes Efficient by Comparing Multiple Resources on the Map in the New Scheduling Console: View multiple service resource routes at once to fix route conflicts before they happen and ensure resources follow their daily plan. Select resources by name or service territory from the map, or multi-select them from the Gantt to display their routes. You can view and compare the routes of up to 50 service resources simultaneously.
Gain Insights into Every Optimization Run with Key Metrics in the New Scheduling Console: Review before-and-after metrics in the optimization results panel for Resource Schedule Optimization, In-Day Optimization, and Global Optimization. Get an instant view of how scheduled appointments, utilization, and average travel time changed as a result of each run.
Dispatch and Schedule in Right-to-Left Languages: Right-to-left (RTL) languages, such as Arabic and Hebrew, are now supported in the Scheduling Console, so dispatchers can work in their preferred language without changing their natural reading patterns. The console automatically mirrors navigation, menus, and Gantt elements to match RTL reading patterns, while maintaining text alignment and full support for all core Scheduling Console features.
Tailor the Scheduling Console to Your Team's Workflow from One Settings Page: Customize the Scheduling Console to give dispatchers the tools they need to work efficiently, directly from the Scheduling Console Settings page. Manage visibility, actions, layout, and scheduling behavior in a single place, without switching between multiple setup areas. You can adjust Gantt visibility, add custom actions for records and specific console sections, configure the service appointment layout, and manage scheduling behavior settings.
Use the Scheduling Console Without Enhanced Scheduling and Optimization: Dispatchers can now work in the Scheduling Console even if Enhanced Scheduling and Optimization isn’t enabled in your org. They can perform core scheduling operations from the list view or Gantt, find candidates, drag appointments to reschedule, and use Global, In-Day, and Resource Schedule Optimization. Features that rely on Enhanced Scheduling and Optimization—such as HERE Maps routing, Complex Work, Multi-Day Work, and Dynamic Gantt actions (Fix Overlaps, Fill-In Schedule, Group Nearby, and Reshuffle)—aren’t supported. Previously, the Scheduling Console required Enhanced Scheduling and Optimization.
Improve Schedule Accuracy with Customizable Travel Time Estimates for Trucks: Enhance scheduling precision and tailor how your mobile workers navigate unique routes by applying a Travel Time Scaling Factor to your truck travel mode profiles. While standard truck routing provides a robust foundation, this enhancement lets you fine-tune travel estimates for commercial vehicles based on your specific operational conditions, such as slower acceleration, lower speed limits, and complex road conditions. Align your commercial vehicle ETAs with real-world travel times to suit your needs for better customer satisfaction.
Fill Field Service Forms Hands-Free in More Languages: Your mobile workers dictate work details in their own language, and Data Capture Voice to Form transcribes their words and populates the right form fields. Voice to Form supports Spanish, Japanese, German, French, and Italian in addition to English, with field-mapping accuracy and latency on par with English.
Manage Session Participants for Improved Collaboration and Security in Visual Remote Assistant (VRA): Get more efficient multi-participant VRA sessions with enhanced session management capabilities. Call center reps now have more granular control over session composition by approving new joiners and removing unnecessary participants. This approach provides more focused collaboration during video interactions while strengthening session security and privacy.
Support Secure Multi-App Sessions in Visual Remote Assistant: Promote a secure and focused support environment with specific app selection for multi-app VRA sessions. Call center reps can now initiate sessions that support multiple customer applications while customers select a single app for viewing. This targeted app selection ensures privacy by exposing only the relevant data, strengthening session security and providing more efficient troubleshooting for customers who manage multiple apps. Previously, call center reps could initiate sessions that support only one app.
Streamline Remote Support by Routing Visual Remote Assistant via Omni-Channel: Improve workload distribution efficiency by managing VRA sessions within the unified Omni-Channel workflow. By integrating VRA, Omni-Channel uses real-time presence and capacity tracking to support call center rep availability and route sessions only to those with the capacity to handle them. Call center reps can handle these live video interactions through their standard workflow, providing a better customer experience.
Deliver Uninterrupted Support by Seamlessly Switching Modes in a Visual Remote Assistant (VRA) Session: Improve troubleshooting flexibility and ensure a smoother support experience with Universal Mode Switching. Call center reps can now switch between live video and photo capture modes during a Mobile Screen Mirroring session type, without leaving the active VRA session. This capability eliminates the need to end sessions or send new invites to change support modes, so that call center reps can transition smoothly and maintain session continuity.
Book Resources Anonymously: Automatically select resources based on the appointment slot when your users and customers schedule appointments. Mark specific flows as anonymous so that the case worker or manager is hidden during the booking process.
Schedule Rooms and Equipment Alongside Staff with Asset Scheduling for Interactions: Book rooms and equipment, such as meeting rooms, with Asset Scheduling for interactions. Schedule, reschedule, or cancel interactions with assets to better manage your workforce and resources. Treat physical resources like your service resources, which helps office environments where an appointment requires both a person and a specific room or piece of equipment.
Offer Self-Service Interaction Management on Experience Sites for Registered Customers: Your registered customers can now create, modify, and cancel inbound interactions linked to Agentforce Public Sector related objects on Experience Sites. For example, registered customers can schedule an appointment linked to a public complaint using your Experience Site. New components display upcoming and past interactions on home pages and related lists. Also, mark an interaction as anonymous so the booking flow auto-assigns resources and skips the selection screen.
Let Guests Manage Interactions Through Email Without Signing In: Set up guest scheduling so visitors can reschedule and cancel interactions through email links without signing in. Configure the email template to deliver email notifications to attendees with a link to reschedule or cancel.
Interactions: Schedule physical spaces and equipment alongside staff so every appointment has the right people and gear lined up. Give visitors a way to book and update their own appointments through an email link. Let registered Experience Site users handle their own bookings and see upcoming and past activity in one place.
Keep Scheduled Appointments Intact When You Convert Leads: When you convert a lead with scheduled appointments, automatically update the appointment records to associate with an account, contact, or opportunity. The scheduled service appointments are automatically updated and your service resources keep their commitments. Also, any existing scheduling policies and assignments continue to apply to these converted records.
Balance Workloads Across Service Resources with Load Balancing: Distribute appointments across your service resources with the new Load Balancing scheduling objective in Workforce Scheduling. Balance by number of appointments or total appointment duration, and set the time window to daily, weekly, or monthly, or custom.
Automate Schedule Management with Recurring Shifts: Establish consistent scheduling logic and a seamless experience for your admins and users. You can now automatically generate recurring shifts. Provide predictable scheduling behavior and a simpler configuration process.
Agentforce for Field Service: Discover innovative Agentforce features to help your teams deliver exceptional field service.
Data Capture: Discover what’s new for Data Capture and Discovery Framework-Based Data Capture.
Scale Record Updates and Deletions and Get More Flexibility Assigning Elements in Loops: You can now update or delete up to 250 records in a single operation using Update and Delete Record elements in Data Capture flows. In addition, with the removal of validation restrictions you can use Assignment elements following Create, Update, or Delete operations within a loop.
Enhance Usability by Customizing Screen Style and Layout in Data Capture Flows: Boost user productivity by tailoring flow screens to match your unique business processes. Use sections and columns to organize complex data entry, and apply granular styles to individual components for a professional, intuitive interface. With new support for component-level width and vertical alignment in Data Capture flows, you can create precise layouts that ensure a consistent experience for mobile workers.
Boost Productivity with Pre-Filled Data Capture Flows from a Data Source Using Repeaters: Reduce tap fatigue and improve data accuracy by providing mobile workers with pre-populated lists in the Repeater component. By mapping a collection variable as a data source, mobile workers can verify and update existing records, such as asset inspections or inventory items, without manually adding rows.
Improve Location Accuracy with Map Edits and Offline Updates: Empower mobile workers to create and update Salesforce records directly from the map to capture precise location data for work orders, objects such as assets, and custom objects. Offline maps stay current with automatic updates based on a user's upcoming 24-hour schedule. In addition, on Android, map downloads now continue in the background so that progress isn't lost if you switch apps or the network is interrupted.
Field Service Mobile: Explore what’s new in the Field Service mobile app, designed to help mobile workers provide outstanding service.
Field Service Monthly Release Notes: See what’s new in Agentforce Field Service and Operations (formerly Field Service) to help your team deliver on performance and customer service. Features are released as often as monthly, so check here for the latest information.
Field Service Operations: Streamline, extend, and customize your field service operations with these new additions.
Field Service Patch Notes: View the patch updates for Field Service desktop and mobile applications.
New Scheduling Console: Keep your dispatching experience seamless, accessible, and high-performing with the New Scheduling Console.
Workforce Scheduling: Pull rooms, gear, and people together for every appointment and let guests and registered users manage their own bookings. Set shifts on a repeating schedule so coverage stays predictable and setup stops being a chore. Spread appointments evenly across your team so no one ends up overloaded.
Find and Deploy Solutions Easily with Category Tags and Guided Selection: Identify solutions that are best suited to your business by using the category tags. The Jumpstart tag represents solutions that provide everything needed to get started on Day 1, while solutions tagged as Accelerator provide feature metadata. Data Pack solutions provide supplemental data, including sample data and templates. Tailor solutions to your business needs by selecting which features and datasets to install.
Extend the Expiration Timer for Messaging Components Sent by WhatsApp Dynamic Flows: Give admins control over how long a form-based messaging component sent by a dynamic Flow with an Apex class stays active before it expires. You can now set a custom expiration timer per component directly in Messaging Component Builder. Previously, the expiration timer was available to form-based messaging components that used a Global Action, but not to form-based messaging components that used an Apex class. These Apex-based components previously had a hardcoded 5-minute expiration.
Financial Services: Discover the power of Financial Services Cloud, which uses AI to unify customer data from banking, wealth, and insurance platforms. Financial Services Cloud enables personalized engagement, faster onboarding, and improved customer loyalty with industry-specific automation and AI-powered services. With trusted AI, the platform delivers intelligent insights for financial planning, helping customers achieve financial success.
Agentforce for Financial Services: Scale your team by using agents for Financial Services to deliver outstanding client experiences.
New Connect REST APIs in Agentic Advisor for Wealth Management: Use the new resources to create and manage referral intake forms to speed up referral submissions, get a complete view of each client when they open an account record, and create and manage referral assignment rules to route referrals to the right specialist based on a client's specific financial needs.
Agentic Advisor for Wealth Management: Give wealth advisors an AI-powered command center for every client relationship. Agentic Advisor for Wealth Management brings AI-generated client summaries, prioritized insights and actions, and a unified view of client portfolios directly onto the client and household record pages. Connect third-party custodial data providers like BridgeFT through Connector Library, streamline household creation and visualization, and speed up referral submissions with dynamic intake forms and assignment rules. These updates help advisors spend less time searching for information and more time on high-value client conversations.
Banking Service Assistance: Helps process routine and complex banking requests for both customers and service reps directly across conversational and email channels.
Keep Advisors Informed with AI-Generated Client Summaries: Configure Client Pulse to give your advisors a summary of a client's financial health, goal progress, upcoming life events, open cases, and recent developments each time they open a client record. Show your advisors what has changed since the last conversation, so they start every interaction with the latest context and spend less time searching for information across systems.
AI-Powered Document Validation: Verify user-submitted documents with generative AI to reduce manual effort and improve accuracy.
Automate Dispute Investigation Tasks with Action Plans: Complete all repeatable tasks and steps in a dispute case by defining action plan templates for dispute and dispute item records. Users can trigger the plan directly from a record page, so they never miss a required task or verification. Define a template one time and reuse it consistently across multiple disputes.
Connect BridgeFT Custodial Data to Agentforce Financial Services: Connect BridgeFT through Connector Library to give your advisors a complete, real-time view of client custodial data inside Agentforce Financial Services, no manual data exports or third-party dashboards required. BridgeFT is a custodial and portfolio management data provider whose data populates the Financial Portfolio component on the Client Details page, where your advisors view portfolio health, analyze positions, and review transaction history. The BridgeFT connector also powers Run My Day, proactive alerts, and AI-driven chat, giving your advisors a single, accurate view of their clients after the initial data sync completes.
Expand Banking Self-Service with New Banking Service Customer Assistance Subagents: Elevate the AI-powered self-service experience and accelerate request resolution for your customers with the new subagents to Banking Service Customer Assistance. Customers can now independently raise requests for advanced banking inquiries, such as loan payoff statements, card activations, transaction dispute intake, directly from Agentforce conversations.
Automate Routine Service Emails with Banking Service Customer Assistance: Transform the support experience with instant email resolutions for routine customer inquiries and fewer cases in your service reps' queue. Banking Service Customer Assistance now interacts directly with customers over email threads to clarify details and resolve banking tasks, such as transaction checks, balance inquiries, without human intervention.
Resolve Banking Inquiries Faster with New Banking Service Employee Assistance Subagents: Boost productivity and eliminate multi-screen navigation for your service reps with the new subagents to Banking Service Employee Assistance. Service reps can handle a wider range of complex banking inquiries, such as payment deferrals, card activations, standing instructions, directly from Agentforce conversations.
Fast-Track Business Deposit Account Intake with a Discovery Framework Template: Speed up business deposit account intake by guiding applicants through a prebuilt Omniscript-based intake journey for SMB (Small Medium Business) and commercial customers. Capture all party data, KYC (Know Your Customer), KYB (Know Your Business), regulatory, and financial details in a single intake process—eliminating manual, multi-source data collection.
Client Detail: Give your advisors a complete view of every client and household when they open an account record. Show advisors AI-generated summaries, timely insights, and recommended actions, alongside dedicated tabs for financial performance, financial accounts, household member relationships, and financial plans and goals. Customize what your advisors see on the record page so they stay focused on what's relevant to their book of business and spend more time on high-value client conversations.
Identify the Sources in Client Summary: The Client Summary component now includes citations so that advisors can see the sources that informed the AI-generated response. Inline superscript numbers connect the content to two sections. Cited sources lists the resources used directly in the generated content and references are related to the generated content, but not used directly. Each source in the list shows the source type. For household records, each source also shows the related household member so that advisors can locate more details.
Connect Third-Party Financial Data Providers with Connector Library: Connector Library lets you connect external financial data providers directly in Setup, no IT support or manual configuration required. Validate API credentials, configure Data 360, deploy Data 360 data bundles, configure advisor codes for accurate data attribution, and manage stream refreshes from a single interface. After connecting, Connector Library schedules daily data syncs and shows real-time connection status through the Integration Status Panel, where you can monitor data freshness and manually trigger refreshes.
Connector Library: Use Connector Library to connect external financial data providers, such as BridgeFT for custodial and portfolio data, and bring a unified, accurate view of client wealth directly into Agentforce Financial Services advisor experiences.
Get Your Salesforce Org Ready for Digital Lending in a Few Clicks: Digital Lending Initial Setup in Salesforce Go simplifies configuration for new orgs. It automatically turns on base Digital Lending features, such as Know Your Customer and Discovery Framework. Your teams get a consistent, ready-to-use loan origination environment immediately.
Digital Origination: Set up your Digital Lending org faster with an automatic configuration that turns on base features without manual setup. Guide applicants through deposit account originations smoothly by using a prebuilt Omniscript that captures personal details, employment, and funding sources.
Assess Client Financial Health with Financial Portfolio: Give your wealth advisors a unified view of a client's portfolio directly in Agentforce Financial Services. With Financial Portfolio, advisors can assess portfolio health, identify risk, and respond to client inquiries without switching to external portals. Advisors can monitor liquidity, review AUM (account under management) trends, and analyze top position concentrations from a single interface.
Flexible Hierarchies: Configure summary rollup metrics so that users can view aggregate values directly on hierarchy nodes. Business users can visualize an account's influence network, including direct and indirect contacts, and explore enhanced graph and grid views. Troubleshoot validation errors faster with detailed record-level logging.
Explore Hierarchies with Enhanced Graph and Grid Views: Users can expand a hierarchy to full screen in both graph and grid views for a broader perspective of their data. The grid view includes the search functionality with scrollable results and node highlighting, so users can find specific records within complex structures faster. When users select a node in the grid view, the node details page opens while keeping the hierarchy context visible so that they can avoid switching between the view and browser tab. For clearer data visibility, warning icons identify deleted nodes and records that the user doesn’t have permission to access.
Visualize the Full Account Network with Direct and Indirect Contacts: Show all direct and indirect contacts of an account node directly from the hierarchy page to help your sales and service teams identify who influences each account. This centralized view helps teams understand relationship dynamics without navigating multiple records. Direct contacts have a primary relationship with an account, while indirect contacts are primarily associated with other accounts but can still influence this relationship.
Search All Node Types at Once in Flexible Hierarchies: Record name searches span all configured entity types in a hierarchy simultaneously. When your hierarchy managers or end users select a result, the entity type filter stays set to All so they can continue navigating without resetting the search. Previously, finding records across entity types required switching the entity type selector between searches.
Show Summary Rollup Metrics in Flexible Hierarchies for Executive-Level Insights: Help business leaders make faster, data-backed decisions during live business reviews by providing visibility into aggregate metrics directly on hierarchy nodes. Users can compare metric values across hierarchy nodes, from individual accounts to child rollups and total aggregates, to uncover performance trends and drive accountability across teams.
Troubleshoot Hierarchy Validations with Record-Level Insights: Identify and resolve hierarchy validation errors directly from record-level logs that show which hierarchies were processed and why they failed, reducing time spent searching system logs. Export these errors to a CSV file for an efficient audit process. A detailed report of flexible hierarchy validation job run and validation job run item records helps teams manage system resources and schedule heavy jobs.
Get Started Faster with Transaction Dispute Management: Reduce manual setup effort with a ready-to-use bundle of preconfigured settings, metadata, and sample data for Transaction Dispute Management. Avoid the overhead of setting up individual features separately. Install the Transaction Dispute Management Solution with a single click in your Sandbox or Trial org. Use the included sample data to explore features, or bring your own data to validate against your requirements. Demo the solution to your business stakeholders, or use it as a starting point for your own customizations.
Get Started Faster with a Prebuilt Template for Complaint Management: Deliver a consistent service experience by bringing complaint management directly into the Unified Catalog with a new prebuilt template. Capture every customer complaint through the template with predefined data attributes and a guided intake form. The public complaint record created upon submission links directly to your products, services, and financial accounts. The automatic linkage eliminates manual data mapping, so your teams gain accurate analytics, faster trend analysis, and reliable audit reporting.
Get Started Faster with Commercial Banking: Reduce manual setup effort with a ready-to-use bundle of preconfigured settings, metadata, and sample data for Commercial Banking. Avoid the overhead of setting up individual features separately. Install Commercial Banking Relationship Solution with a single click in your Sandbox or Trial org. Use the included sample data to explore features, or bring your own data to validate against your requirements. Demo the solution to your business stakeholders, or use it as a starting point for your own customizations.
Show Your Advisors the Most Relevant Client Details with the Household Snapshot Component: Give your advisors immediate access to the primary member contact details and key account details directly on the household record page. Free your advisors from switching between records, so they focus on strengthening client relationships rather than searching for information. Customize what your advisors see on Household Snapshot to match their client portfolio.
Households: Create households in minutes with minimal information. Simplify the household creation experience with a configuration-driven setup. Instantly update household details post the client meeting from a Meeting Playbook. Customize the predefined Actionable relationship Center (ARC) graph or template that helps users visualize complex household relationships without information overload.
Visualize Households with Enhanced Actionable Relationship Center (ARC) Graphs: Reduce setup time with a prebuilt ARC graph on the default household record page, so your users can instantly visualize complex household connections. Your users can switch between Compact View and Detailed View to avoid information overload. You can further customize the graph with icon and image settings for a tailored visual experience.
Create Client Households with Minimal Information: Your wealth advisors can create households faster by using only the primary member and account details, then add members, related accounts, and related contacts as relationships deepen — helping them start financial planning right away.
Simplify Household Creation Experience with a Configuration-Driven Setup: Reduce household onboarding time for your users by configuring exactly which sections and fields they see when creating households. You can configure all the essential elements, including the primary member, relationship definitions, household account settings, and record types. Minimize maintenance costs and support data governance by configuring the system to dynamically render household creation screens based on the data model, either Managed Package or Standard.
Use Post-Meeting Notes to Update Household Records: Your users can review and confirm household record update suggestions directly from the Post-Meeting Follow-Up tab of the Meeting Playbook, immediately after a client meeting. The Update Household action analyzes meeting notes to surface household record update suggestions, capturing key client context — so records stay accurate with less manual data entry.
Improve Document Verification Accuracy with AI: Reduce manual effort and improve accuracy by using generative AI to verify user-submitted documents. Identify discrepancies between uploaded document content and Salesforce records, highlighting specific differences for immediate review. Faster verification helps your users accelerate onboarding and compliance workflows while maintaining high data standards.
Show Priority Insights and Actions on Client Record Pages: Configure the Insights and Actions component to show your advisors portfolio changes, life events, and engagement signals directly on the client record page. Your advisors act on client needs without leaving the record, so they respond before opportunities pass. Customize which insights and actions appear for each advisor and keep your advisors focused on their most important client relationships.
Track Interactions on the Salesforce Calendar for Financial Services: Help financial advisors plan their schedules and prepare for upcoming client engagements by visualizing interaction dates directly on the Salesforce Calendar. The centralized view enables users to closely track meetings and follow-ups without switching between applications.
Unify the Advisor-Client Meeting Lifecycle with Meeting Concierge: Manage the advisor-client meeting lifecycle, from preparation to follow-up, in a single interface. Meeting Concierge eliminates the need for financial advisors to switch between calendars, note-taking tools, and custodian systems. Powered by Agentforce, your advisors get AI-generated meeting prep summaries, video playback with live transcripts, and automated post-meeting follow-up drafts.
Meeting Concierge: Meeting Concierge updates give advisors more control across the full meeting lifecycle. See citations in AI-generated client summaries, capture auditable transcription consent, review AI-suggested tasks before saving, and switch playbook definitions when meeting goals change.
Clearer File Type Guidance in Meeting Notes and Documents: When uploading documents, the Meeting Notes and Documents component now organizes supported file types into two sections. Your advisors can quickly identify compatible types and how AI uses each one. AI processes files listed under AI-summarized formats, such as .pdf and .jpeg, and includes them in the Meeting Follow-Up Summary. Files listed under Upload-only formats, such as .doc, .csv, and .mp4, are available for reference but don’t appear in the follow-up summary.
Update Your Meeting Playbook Structure When Plans Change: Advisors can now change the Meeting Playbook Definition on a Meeting Playbook record. When their meeting goals shift, advisors can switch to a playbook structure that better fits the agenda or the details that they want to capture. The playbook stages update to the selected definition, and the status resets to In Prep so that advisors can start preparing with the updated structure.
Review AI-Suggested Tasks Before Saving: Agentforce Actions now automatically add tasks to the Meeting Follow Up Tasks Action Plan and show in the Meeting Follow Up Tasks component without requiring a page reload. After a meeting, advisors select the Create or Update Tasks Agentforce Action to review AI-suggested tasks. The New Records to Create section shows new task suggestions, with editable fields for Subject, Description, Assigned To, and Due Date. The Existing Records with Suggested Updates section shows existing tasks with recommended changes highlighted. Advisors can edit the Subject, Description, Assigned To, Due Date, and Priority before saving.
Capture Auditable Transcription Consent from Meeting Participants: Customize consent certification statements for the Meeting Notes and Documents component in Setup. Getting consent before transcribing protects privacy, builds trust, and keeps your company compliant with policies and local laws. Each certification records a timestamp and user ID for a complete audit trail. A report type is also available to review on consent certification records.
Move Data Directly into Financial Account and Related Objects with Salesforce Integration User License: Move data from external systems directly into Financial Account and related objects via API without assigning additional Agentforce Financial Services licenses. Integration Users now have default Create, Read, Update, Delete, View All, and View All Fields permissions on the Financial Account Management Standard Objects.
Intelligent Referral Management: Design responsive intake forms that reduce manual errors and speed up referral submissions. Connect specific financial needs to the right specialists by using assignment rules. Create referrals by using meeting followup summaries.
Connect Referrals to the Right Specialist with Assignment Rules: Route each referral to the right specialist based on a client's specific financial need. Set up assignment rules declaratively — no custom code required. The assignment engine evaluates rules in the sort order you define and assigns the referral to the first matching specialist, preventing routing conflicts.
Accelerate Referral Submissions with Dynamic Intake Forms: Reduce incomplete referrals and speed up referral form completion by designing guided, multi-step, declarative intake forms that match your business rules. Each intake form maps to a referral intake configuration, so you can support multiple lines of business with tailored intake forms. Customize referral intake configurations with multi-step, multi-section layouts, and conditional visibility logic. When your users create a referral, the referral intake configuration that you have set as active renders the dynamic intake form.
Capture Referrals in Context Using Meeting Summaries: Meeting playbooks now surface referral opportunities, so your users can act on them before they're lost to informal tracking methods, such as emails or spreadsheets. The in-context workflow analyzes the meeting follow-up summary and suggests creating a referral. This speeds up referral creation and handoff to specialists.
Prioritize High-Impact Actions with Run My Day: Give your wealth advisors a prioritized home page that centralizes daily meetings, client alerts, and actionable insights so they can act on high-priority signals without switching between systems. Run My Day provides a continuously updated view of high-impact actions anchored by an advisor's meeting schedule and driven by system-ranked signals.
Run My Day: Give your wealth advisors a centralized, prioritized home page that shows daily meetings, client alerts, and ranked insights so they can act on high-impact signals without switching between systems.
Salesforce Functions: Salesforce Functions is no longer available for purchase or renewal. Learn about the retirement plan for Salesforce Functions.
Salesforce Functions Is Being Retired: Salesforce Functions is no longer available for purchase or renewal. You can continue using your subscription through your existing order term. To preserve the capabilities that Salesforce Functions provided to your org, deploy an alternative solution before your existing order term ends.
Fundraising: Ensure a smooth transition to Fundraising by pausing gift validations during data migration. Invest your staff and donors with the powerful new recurrence engine that updates and tracks every donation concurrently according to industry best practices. The self-service Donor Support agent helps donors handle common requests independently, such as updating their own recurring gifts.
Capture Donor Meeting Notes and Tasks with the Donor Engagement Agent: Help major giving officers transform raw meeting notes into structured interaction summaries and follow-up tasks. The Donor Engagement Agent converts informal notes into organized records containing key discussion points, donor sentiment, and next steps. These records save critical donor intelligence so you don’t lose the details.
Improve the Donor Experience with a Self-Service Donor Support Agent: Give your donors the power to manage their own recurring gifts in an Experience Cloud site. The Donor Support Agent helps donors to handle common requests such as changing a recurring gift's amount and frequency. Reclaim your staff's time to focus on building relationships while providing donors with the fast, modern experience they expect.
Identify Potential Major Donors with AI Predictions (Pilot): Proactively identify donors who are likely to make major gifts by using an AI predictive model template trained on your fundraising data. The major donor prediction AI model template uses AI Models, formerly Einstein Studio Model Builder, to analyze giving history and donor attributes. The model then scores each donor's potential to become a major donor. Fundraising teams can use these predictions to prioritize outreach, allocate stewardship resources, and shift from reactive to preemptive major gift cultivation.
Process Recurring Gift Commitments Concurrently: To continue to support donor stewardship, NextGen commitment batch processing automates logic and handles lifecycle transitions. For example, NextGen processing auto-closes completed commitments or alerts staff to missed installments, without the bottlenecks of legacy sequential processing.
Streamline Data Migrations by Managing Gift Validations: Gain more control over your fundraising data by pausing gift validations during initial imports and delta loads. To prevent migration errors and reduce manual rework, turn off some validations for gift transactions, commitment, and schedules. Pause gift validations in Fundraising Settings, or with the Business Process API. After completing your migration, easily re-enable these rules to preserve ongoing data integrity while referencing a new, comprehensive list of all gift validation requirements.
Salesforce Overall: Learn about new features and enhancements that affect your Salesforce experience overall.
Enable Accessibility Enhancements for Cards, Docked Containers, Menu Lists, and Panels (Release Update): To help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow, enable Lightning Experience to adapt the behavior of cards, docked containers, menu lists, and panels when viewed at high magnification. This release update is dependent on the Enable Accessibility Enhancements for Page Headers and Modal Windows When Zoom Is Greater Than 200% release update. Make sure to enable that update first.
Enable Accessibility Enhancements for Date Pickers, Popovers, Bottom Utility Bars, Record Headers (Release Update): To help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow, enable Lightning Experience to adapt the behavior of date pickers, popovers, bottom utility bars, and record headers when viewed at high magnification. This release update is dependent on the Enable Accessibility Enhancements for Page Headers and Modal Windows When Zoom Is Greater Than 200% release update. Make sure to enable that update first. This update was first available in Winter ’26 and was scheduled to be enforced in Summer ’26, but we postponed the enforcement date to Winter ’27.
Enable Accessibility Enhancements for Page Headers and Modal Windows When Zoom Is Greater Than 200% (Release Update): To help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow, enable Lightning Experience to adapt the behavior of page headers and modal windows when viewed at high magnification. This is the beginning of our effort to comply with WCAG 2.2 Resize and Reflow guidelines. Expect accessibility enhancements to other UI elements in future release updates. This update was first available in Summer ’25 and was scheduled to be enforced in Summer ’26, but we postponed the enforcement date to Winter ’27.
Rotate Your Certificates More Frequently: If you use features that rely on certificates, update the related certificates more frequently. An industry-wide change decreases the maximum allowed Transport Layer Security (TLS) certificate lifespan over the next 3 years. As of March 15, 2026, the maximum lifespan for new certificates is 200 days. Also, Salesforce plans to stop public certificate rotation announcements on July 6, 2026.
Chatter Is Turned Off by Default in New Orgs: In Salesforce orgs that are created in Summer ’26 and later, Chatter is turned off by default. If you have features that require access to Chatter functionality or APIs, enable Chatter in Setup. For example, turn on Chatter to use Case Feed, include Chatter in an Experience Cloud site, or use Chatter in orgs where Slack is unsupported. This change doesn’t affect orgs created before Summer ’26.
Validate Domain Information More Often: If you use features that rely on certificates, prepare to perform Domain Control Validation (DCV) more often. An upcoming industry-wide change decreases the maximum domain validation reuse period of time for Transport Layer Security (TLS) certificates over the next 3 years. As of March 15, 2026, the maximum period for domain validation reuse for new certificates is 200 days.
General Enhancements: Summer ’26 gives you more reasons to love Lightning Experience.
Streamline Billing by Managing Your Invoices in Salesforce Foundations: Generate and send invoices directly from the new Invoices tab. Create an invoice from an opportunity or quote, then email the PDF to your customer when you close a deal. Email invoices directly with a single click, or download invoices for your own records and send them through your other channels.
Skip the Wait When Sending Emails to Contact and Lead Lists in Foundations: Send promotional, transactional, or relational emails to your Contact and Lead lists right away, without the extra processing step it used to require. The redesigned List Sends experience also brings message configuration and audience selection together on a single page.
Salesforce Foundations: Prioritize your best prospects with People Scoring. Gain deeper customer insights by tracking engagement across internal and external web pages. Quickly send emails to your Contact and Lead lists with the redesigned List Sends experience. Streamline billing by generating and sending invoices directly from the new Invoices tab.
Prioritize Your Top Leads with People Scoring in Foundations: Stop guessing which prospects are ready to become customers. People Scoring evaluates both how well leads and contacts fit your ideal customer profile and how actively they're engaging with your marketing. By assigning points for specific behaviors and demographic traits, you can build smarter segments and ensure you're sending the right message to the right person at the right time.
Turn Web Traffic into Actionable Insights with Web Tracking: Build a more insightful picture of your customers' journeys by tracking engagement from both internal and external web pages. By capturing real-time visitor activities, you can build high-intent segments and deliver more personalized marketing experiences.
Get Ready for IPv6: To help mitigate the IP address scarcity of IPv4, Salesforce is working behind the scenes to support IPv6. If you use IP allowlists to restrict network traffic or access to Salesforce, prepare for this change. Use a preferred alternative such as domain allowlists, or update your allowlists to include IPv6 addresses.
Update Your mTLS Certificates: If you use publicly trusted certificates for mTLS (Mutual Transport Layer Security) and the Public Root CA (Certificate Authority) is in the Chrome Trusted Root List, transition to separate certificate hierarchies. Google Chrome is enforcing policy changes that limit the use of those certificates to only TLS (Transport Layer Security) server authentication.
PDF Retirement and Redirection: We're retiring older PDFs and redirecting their URLs to the equivalent topics on Salesforce Help.
Salesforce My Trust Center: The Salesforce My Trust Center is the single place to find crucial updates and communications about the availability of your Salesforce products, services, and tenants.
Share Consumption Tags Data with Your Account Team: Share your Digital Wallet consumption tags data with us. When you opt in, your account team gains visibility into the same granular usage insights you see, enabling us to become a strategic partner in optimizing your Salesforce investment. Sharing is completely optional and can be enabled or disabled at any time from the Digital Wallet setup page.
Track Your IT Hardware Asset Consumption in Digital Wallet: Track and analyze your IT hardware asset consumption in Digital Wallet. Hardware Asset Management (HAM) process provides visibility into all physical IT assets to effectively manage their lifecycle and minimize risk, and optimize usage and costs.
Get Notified When Your License Utilization Crosses Alert Thresholds: Optimize license investment by configuring alerts to proactively manage both potential license shortfalls and unused assignments. Set thresholds to receive notifications when license assignment percentages are running high to determine if you require more licenses or can identify licenses that can be reclaimed and reallocated across your organization.
Track Your Rich Communication Services Consumption in Digital Wallet: Track and analyze your Salesforce Message Credits – Rich Communication Services (RCS) consumption in Digital Wallet. RCS enables you to deliver rich, interactive customer experiences, and is a vehicle for conversational AI experiences.
Track Your MuleSoft Credits in Digital Wallet: Track and analyze your Mule Credits consumption in Digital Wallet. A Mule Credit is a fungible currency that allows you to draw down from a single capacity pool as you consume services across MuleSoft.
Track Digital Wallet Product Limits Utilization: Track your product limits in Digital Wallet to stay on top of your usage and proactively plan for your organization's capacity needs. The Product Limits tab provides a single view of your purchased allowances and utilization, helping you manage overall product limits consumption. You can also build a flow that automatically notifies specific users when your usage reaches set thresholds, such as 80% or 100%.
Track Your Agentforce Service Contact Center Consumption in Digital Wallet: Track and analyze your Agentforce Contact Center telephony consumption in Digital Wallet. Usage is metered automatically and billed as Agentforce Contact Center voice credits. Understanding what gets billed, how credits are calculated, and where to monitor usage helps contact center administrators stay on top of costs and avoid surprises.
Track Your Unlimited Buying Model Consumption in Digital Wallet: Track your uncapped consumption for products sold with the unlimited buying model. Your consumption card shows usage for the contractual cycle. It clearly lists the total credits consumed during your agreement, and displays your exact contract start and end dates.
Globalization: Add Catalan and Basque language support with Spanish as the fallback. Support all canonical time zones for precise global data. Update label translations for 12 languages to improve accuracy. Adopt ICU locale formats to standardize date, time, and currency formatting.
Expand End-User Language Translations to Catalan and Basque (Beta): Improve the experience of Catalan and Basque speakers with user interface language support for select clouds. Catalan and Basque UI text, now available as beta-supported languages, falls back to Spanish when translations aren’t available.
Enable ICU Locale Formats (Release Update): With this update, the International Components for Unicode (ICU) locale formats replace Oracle’s Java Development Kit (JDK) locale formats in Salesforce. Locales control the format for dates, times, currencies, addresses, names, numeric values, and the start day of the week. ICU sets the international standard for these formats. The ICU locale formats provide a consistent experience across the platform and improve integration with ICU-compliant applications across the globe. This update was first made available in Winter ’20. Orgs that haven’t already switched to ICU locale formats are encouraged to manually update.
Review Updated Label Translations: To improve accuracy and your users’ experience, we updated the translations for some standard object, tab, and field names for these languages: Chinese (Simplified), Dutch, Finnish, German, Hebrew, Italian, Japanese, Korean, Norwegian, Russian, Spanish, and Spanish (Mexico).
Support More Time Zones: Maintain global data accuracy with support for all Internet Assigned Numbers Authority (IANA) canonical time zones. Get more precise regional mappings and standardized naming conventions across the platform, helping your users stay synchronized regardless of their location. The new time zone information is available automatically in your time zone settings. Previous time zone information remains available through Apex and APIs for backward compatibility.
Streamline Revenue Collection with the Dunning Orchestration Solution: Accelerate your collections process and reduce overdue invoices with an automated dunning experience. With the Dunning Orchestration Solution, you can automatically manage payment reminders by using Dynamic Revenue Orchestrator templates. Design segment-based dunning journeys to target specific customer groups for a more efficient revenue recovery.
Standardize Goodwill Claim Initiation with Pre-built Service Process Template: Introduces a pre-configured service process template for initiating goodwill claims through a guided Omniscript experience. Supports both dealer initiated and OEM call center initiated requests for consistent capture of goodwill claim request. Reduces manual setup effort by providing a ready to activate orchestration and UI flow.
Global Promotions Management: Manage and organize promotions budgets and reconcile them with actual spend. Use the new limits framework to easily handle high-concurrency periods. Optimize your promotion strategy by mandating customer enrollment. Automate pricing procedure creation for promotion evaluation by using Salesforce Go.
Enroll Customers in Specific Promotions: Increase engagement by requiring customer enrollment for pricing promotions. Marketing managers then use the enrollment data to trigger targeted follow-up communications and effectively forecast reward inventory requirements. Leverage the Promotion Enrollment API to integrate enrollment capabilities. Previously, enrollment was required only for loyalty promotions.
Manage Promotion Liability Efficiently by Using Enhanced Promotion Limits: Control your promotion liability and confidently run high-volume events, such as flash sales, using the new limit framework. Empower marketing managers to restrict the total number of vouchers issued and points credited per promotion. During promotion execution, the framework checks usage in real time for every issued voucher and credited point to make sure that limits are strictly enforced.
Manage and Organize Promotion Budgets: Define campaign and promotion budgets, then reconcile allocated funds against actual spend. Create a budget hierarchy based on your business requirements. For example, nest promotion-specific budgets under a parent campaign-level budget. Use the Salesforce Platform capabilities to reconcile the allocated budgets with actual spend and to control liability.
Simplify Product Catalog Maintenance by Bypassing Unsynced Items: Keep your storefront running smoothly even when your external inventory and Salesforce product catalog aren't in sync. The Eligible Promotions and the Promotion Evaluation and Execution APIs no longer reject items that aren’t yet synced to the Salesforce catalog. Instead, the APIs ignore the unsynced products in a cart and apply line-level and cross-line level promotions only to the synced items.
Grantmaking: Automate the creation and scheduling of funding award requirements and disbursements to reduce manual effort and errors. Generate progress reports from predefined templates to save time and improve consistency. Give grant seekers instant access to information and reduce time responding to their questions with a grant support agent.
Guide Your Users with an Intelligent Prompt Bar on Experience Cloud Site: Provide a unified input field on your Experience Cloud site where users can search for information, start conversations, or trigger automated actions. The prompt bar interprets user intent and returns answers, actions, or conversations within the same interface.
Headless 360: Headless 360 features and changes are released as often as monthly, so check back again soon for the latest solutions. Find the lastest release notes that support headless functionality including Agentforce Vibes, Headless Experience Layer (Beta), and Salesforce Hosted MCP Servers.
Health: Expedite your Agentforce Health setup with Salesforce Go. Leverage Agentforce to generate assessment suggestions, extract specific page data, and summarize prior authorization and provider network status details. Use Health Engagement to manage outreach campaigns and empower members with self-service capabilities. Compare health insurance plans with Digital Health Insurance and gain pricing transparency for atheahealth API operations with Digital Wallet. Streamline administrative workflows by automating the home healthcare billing process and converting unstructured fax referrals into new records.
Track Versions and Automate Logic for Action Plans and Templates: Maintain audit trails and historical reporting by using the Version Number field in action plan templates. Capture the template type to trigger downstream automation and apply processing logic across care programs. The action plan captures the values as a static snapshot, maintaining accuracy even if the template changes.
Agentforce for Health: Target specific sections of a file to pull out exactly what you need while reducing manual errors. Speed up large-scale data processing by applying standardized templates to entire batches of documents. Help your payer contact center reps work faster by using subagents to gather prior authorization and provider network details.
Set Up Agentforce for Prior Authorization and Provider Network Status Quickly: Help your payer contact center reps be productive from day one by using the enhanced guided setup to configure Agentforce for prior authorization and provider network status and search. Review flows and configure subagents and actions by following easy-to-understand steps. Direct links to the in-app setup pages and comprehensive help articles keep you focused and on track.
Review Prior Authorization Data Faster by Using Data 360 Zero-Copy Tools: With Data 360 tools, agents can now fetch prior authorization records directly from external systems via zero-copy integration. Then, agents can use the records to provide payer contact center reps quick access to high-level summaries and specific prior authorization details, such as status or denial reasons.
Use Agent Actions to Improve Provider Network Searches: Help your payer contact center reps quickly find provider network statuses and search for in-network providers. New agent actions connect with external systems via the FHIR System Integration in Real Time Using Generic FHIR Client API app so your payer contact center reps can accurately address common questions about provider network details.
Compare Insurance Plans and Generate Quotes with Digital Health Insurance: Help small group brokers and payer account executives evaluate and select the right insurance plans and generate quotes through a guided experience. Compare health insurance plans side by side to review premiums, deductibles, and out-of-pocket costs, and leverage AI-generated summaries to simplify decision-making. Standardize data capture and streamline structured workflows to reduce manual effort, improve accuracy, and deliver faster recommendations.
View athenahealth API Consumption in Digital Wallet: Monitor your entitlement usage and credit consumption in real time by using Digital Wallet and leverage these data-driven insights to plan and scale your healthcare operations. Digital Wallet for Agentforce Health provides pricing transparency for athenahealth API operations and helps you avoid unexpected overages.
Automate High-Volume Document Extraction Using a Batch Template: Process large volumes of documents with Document AI for Health by using a batch template that contains predefined attributes for consistent extraction. Standardize data capture across document batches and reduce manual effort. Connect to Salesforce content folders to import documents for scalable processing.
Use Page Ranges to Extract Relevant Information from Documents: Extract data more precisely from specific sections of a document with Document AI for Health. Public health investigators and case intake specialists can now select page ranges to process only the relevant information. After extraction, map the values to existing records to correctly associate data and reduce manual corrections. Review extracted data directly on the record page to validate information faster.
Triage Referrals with AI-Powered Scoring and Automated Intake: Manage the entire referral journey in a centralized process to reduce manual data entry and increase patient engagement. Help your users queue referrals by assigning predictive intelligence scores based on time in the queue and clinical urgency. Also, convert unstructured fax referrals into structured records by using Document AI for Health.
Health Engagement: Proactively engage with members across multiple channels such as email and SMS, and automatically send reminders for care gap closure. Easily manage outreach campaigns and access prebuilt engagement templates from the Health Engagement app. Equip your members with agentic self-service so that they can complete quick tasks such as in-network provider search and coverage detail verification.
Empower Members with Agentic Self-Service: Improve engagement and reduce contact center overhead by enabling members to complete self-service tasks. Agentforce helps members find in-network providers, check their health plan benefits, and access their health history. This agentic experience lowers operational costs while driving better health outcomes and higher satisfaction through an intelligent, personalized support.
Optimize Multichannel Member Engagement with Patient and Member Outreach: Help your members make better healthcare decisions by enabling your marketing teams to proactively communicate with them across multiple channels. Improve care plan adherence by automatically engaging members with one or more open care gaps through personalized emails and SMS reminders. Effectively manage member outreach campaigns with the Health Engagement app.
Save an In-Progress Home Healthcare Assessment to Complete Later: Support uninterrupted care delivery by enabling clinicians to complete assessments at the right time instead of in a single session. Clinicians can now capture partial responses during visits, pause when needed, and resume seamlessly across desktop and mobile devices without losing data. Reduce rushed submissions, encourage more complete and reliable patient information, and improve field reliability regardless of location.
Automate Invoicing for Completed Home Healthcare Visits: Automatically generate invoices when work orders are completed to capture all associated costs including healthcare services, travel, and inventory, and convert them into billable transactions. Improve accuracy by using price books with actual cost data, and make sure that every visit is billed to prevent revenue leakage. Schedule these invoices at defined frequencies or generate them on demand.
Integrated Care Management: Quickly find MCG assessments and Discovery Framework-based internal assessments in a single search by using the Unified Search Experience. Deliver timely patient-centric care by leveraging AI-powered assessment suggestions based on a patient’s profile. Understand a patient’s care journey better by accessing completed internal assessments, regardless of their current version.
Deliver Effective, Patient-Centric Care with Intelligent Assessment Suggestions: Save time and reduce friction in the care delivery process by leveraging AI-powered assessment suggestions based on a patient’s profile. Proactively initiate relevant and contextual assessments that are intelligently suggested by analyzing the complete member data in Agentforce Health (formerly Health Cloud), Data 360, and zero-copy external sources. The intelligent assessment suggestions reduce the need for manual search and recommend assessments that meet a patient’s specific needs.
Personalize Care Plans Faster with Targeted Goal Recommendations: Build more targeted and personalized care plans by recommending only the goals that are relevant to a patient. When creating care plans from assessments and care plan templates, care managers can now choose from specific, individual goals instead of all the goals that are linked to the parent problem definition. This streamlined workflow reduces care plan clutter and helps care managers focus on delivering quality care.
Find Assessments More Efficiently with a Unified Search Experience: Find Milliman Care Guidelines (MCG) assessments and Discovery Framework-based internal assessments in a single search by using the Unified Search Experience within the Assessment Lightning component. Care managers can quickly find assessments from different sources by using a global search bar and configurable filters. The search results are displayed in a single unified list that maintains the branding for MCG assessments for prompt identification.
Improve Patient Outcomes with Historical Access for Internal Assessments: Gain a better understanding of a patient’s health journey by accessing completed Discovery Framework-based internal assessments, regardless of their current version. Open completed assessments in view mode to render historical responses within their original context. This visibility helps care managers track patient progress, compare clinical outcomes over time, and provide necessary documentation for clinical audits.
Accelerate Patient Access and Referral Management Setup: Enhance your referral ecosystem and reduce administrative overhead by using a guided setup to deploy Patient Access features. Help your intake coordinators get ready to triage cases quickly with AI-powered priority scoring and automated document processing. Review preconfigured referral rules and establish data extraction from unstructured fax sources by following the clear, step-by-step instructions. Direct links to setup pages and detailed help articles guide you through every stage of the setup journey.
Referral Management: Get new Referral Management features up and running quickly by using a guided setup workflow. Convert unstructured fax referrals into structured records by using Document AI for Health and assign referral predictive intelligence scores based on time in the queue.
Track Referral Progress with Action Plans: Intake coordinators can now see exactly where a referral stands and what’s still left to do without parsing status fields or checking multiple records. Agentforce Health includes a built-in action plan template for referral management. Each Clinical Service Request gets an action plan that shows which tasks are complete and which still need attention. Action plans update automatically as the referral progresses through intake, eligibility verification, authorization, patient and provider outreach, and appointment scheduling, giving intake coordinators full visibility into a referral's progress and status.
Automate Prior Authorization Necessity Checks: Save time and accelerate patient care by automatically verifying if prior authorization is required for a referral. Referral intake coordinators can now focus their expertise on patients, as the integration automatically manages clinical service request prior authorization necessity verification. This simplified process elevates efficiency, making sure that patients receive care quickly.
Accelerate Agentforce Health Setup with Salesforce Go: Salesforce Go continues to evolve by offering setup support for Referral Management, Integrated Care Management, Contact Center, and Home Health. By centralizing these complex clinical 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 care, and improve patient outcomes.
Advanced Cross-Region Continuity Achieves Faster Recovery Objectives: Salesforce Advanced Cross-Region Continuity (ACRC) now delivers improved Recovery Time and Recovery Point Objectives (RTO/RPO) of 12 hours and 4 hours, reducing the maximum downtime and potential data loss after an extraordinary regional catastrophe.
Home Health: Improve operational efficiency and clinician productivity by automating billing and providing flexible assessment options. Automatically convert work order costs into invoices and enable clinicians to save and resume assessments across sessions and devices.
HR Service: Enhance your workforce operations with a streamlined suite of HR tools designed to accelerate service delivery and build employee trust. These updates introduce prebuilt service templates, simplified setup configurations, and confidential case reporting to ensure efficiency and data privacy. By optimizing the unified portal experience and unifying licenses, you can provide a more personalized, consistent, and professional environment for your organization.
Seamlessly Migrate Your Employees from Customer Community Plus to Unified Employee License: Replace fragmented licensing and streamline administration by migrating your employees to the Unified Employee License (UEL). This opt-in, identity-only migration preserves user IDs, usernames, and record ownership. Unifying your employee persona reduces identity inconsistencies across IT Service, HR Service, and Slack. After you migrate your employees to UEL, you can’t go back to Customer Community Plus (CCP).
Automate HR Access Requests and Streamline Provisioning with Flow Connectors: Use external connectors in intake and fulfillment flows to automate high-frequency HR service requests, such as querying third-party data for available software, unlocking accounts, and provisioning secure access. Eliminate manual errors in data collection and reduce help desk workload and user wait times. Service catalog items with direct API integration simplify complex configuration.
Install a Prebuilt Solution to Jumpstart Your HR Services: Accelerate time-to-value for HR Service with recommended configurations that simplify day-one setup. The foundational HR Service Solution enables settings and installs the metadata and sample data required to try out HR features. To test employee self-service and HR case management in a safe environment, first deploy these preconfigured assets to a sandbox before moving to production. Discover and configure additional feature capabilities, such as employee provisioning and enablement programs, all from a single location in Setup.
Put Agentic AI to Work on Common HR Tasks with a Prebuilt Agent Library: Automate common HR tasks by using dedicated agents from the prebuilt agent library. Your employees can autonomously view payroll and update personal information, while managers can efficiently approve leave requests and manage performance goals. These agents help users complete tasks faster and reduce manual administrative work.
Deploy HR Workflows Faster with Prebuilt Service Templates: Let your employees efficiently manage their HR needs with a library of prebuilt HR service workflows. These templates cover standardized high-demand functions such as payroll, leave requests, and benefits. You can deploy these workflows as standalone service processes or connect them to third-party HR systems.
Personalize the Employee Experience with Unified Portal Enhancements: Track approvals, report misconduct, and access employee data more efficiently with updated record layouts. See the full approval history for a request directly on the record, and managers assigned to a ticket can use the Review button to identify who is handling a request. To enable discreet misconduct reporting, select the Confidential Cases checkbox on a ticket. The record is automatically flagged and routed only to authorized HR representatives. Redesigned profile views also separate professional data from personal details for better visibility.
Migrate from Work.com to HR Service with Data Processing Engine: Transition from Work.com to HR Service using a guided migration tool powered by the Data Processing Engine. This opt-in migration preserves your existing Work.com data while creating new Employee2 records, enabling phased rollout and dual data model coexistence. The migration retains Platform User License (PUL) mappings and maintains organizational hierarchy through integrated manager provisioning.
Write Once and Render Rich Native UI on Multiple Surfaces with Headless Experience Layer (Beta): Use the Headless Experience Layer (HXL) to single-source rich UI widgets that render natively on target surfaces to meet users where they are. Author a widget declaratively, bind it to a Custom Lightning Type, and configure a hosted Model Context Protocol server to enrich conversations across external AI agents.
Hyperforce: Salesforce Advanced Cross-Region Continuity is now available in the EU, with faster recovery times in all available regions. Salesforce B2C Commerce is available on Hyperforce in the US. Several products are newly available for Government Cloud Defense.
Access Salesforce in More Regions with Hyperforce: Hyperforce is available in 18 countries, giving you more choice and control over data residency. Salesforce opened a new Hyperforce region in Cape Town, South Africa, in July 2026.
Analyze Your Service Revenue Streams: Gain comprehensive visibility into your service revenue streams using the Service Revenue Analytics app. Use the Service Revenue Analytics dashboard to assess recurring and non-recurring revenue mix, identify key revenue drivers, and track growth opportunities across customers and assets. Connect service operations with financial outcomes to drive more predictable and diversified revenue growth.
Do More with Custom Fields on Standard Entities: You can now use custom fields as join keys on standard entities when creating a related list on a direct data model object (DMO) relationship. You can also include custom fields on standard entities when performing sandbox mergeback deployments to production environments.
End Inactive Messaging Sessions Automatically: To quickly clean up sessions with an idle end user, configure a messaging channel to auto-end or auto-inactivate and then end sessions after a specified length of time. Previously, you could auto-inactivate sessions in a channel, but auto-ending wasn’t an option.
Inactivate and Then End a Messaging Conversation in Session-Based Enhanced Chat: You asked, we listened. Admins can configure an inactivity timer that automatically inactivates, and then ends messaging conversations in session-based Enhanced Chat. Previously, the Inactivate & End Session option was only closing sessions, resulting in a new session being attached to an old conversation.
Industries: Learn about new features and enhancements across the Industries clouds.
Industries Common Features: Learn about enhancements to features used across Industries products, Revenue Management, and other apps.
Industries Common Features Released by Month: Industries Common Features features and changes are released as often as monthly, so check back again soon for the latest updates.
Industries Configure, Price, Quote (CPQ): Minimize migration risks and boost system speed with flexible processing styles for complex checkouts. Speed up the sales cycle by providing customers with only the most relevant, purchasable products based on their unique criteria. Prevent system crashes and process large orders reliably by reducing the data load during large transactions.
Ingest Guru Cards into Data 360: Ingest your organization's Guru cards into Data 360 using the connector designed for Guru. This connector is designed to ingest all cards stored in Guru and filters them based on your selection. AI agents use this content to provide reliable answers in their interactions with your users.
Ingest Historical File Attachments to Enhance Search: Use the Salesforce CRM connector to ingest historical file attachments into Data 360 automatically. Historical file attachments include content files, such as documentation or customer support files, that were attached to Salesforce objects before you created the Salesforce CRM connection or content data streams. Data 360 converts the historical content into searchable vectors and improves the efficiency of generative AI, analytics, and automation while preserving search context.
Insurance: Innovate, deploy, and adapt insurance products quickly to capture market opportunities with Digital Insurance. Manage the entire policy and claims lifecycle with ease and efficiency, supported by AI-driven automation with Agentforce. Design seamless experiences for producers and account managers on the flexible Insurance Brokerage platform. Consolidate data across geographies and lines of business for a 360-degree client view, automate routine processes, and create AI-assisted workflows with Agentforce.
New Connect REST APIs in Insurance Brokerage: Simplify insurance billing by calculating prorated policy values and executing data rollups for specific policies for insurance carriers. Issue, endorse, cancel, and reinstate individual insurance policies.
Accelerate Initial Setup for Insurance: Get started with Policy Administration, Claims Management, and Insurance Brokerage with a simplified day-one sandbox setup. Turn on settings, complete the required configuration, and create definitions and business data to explore features quickly and validate the solutions against your business requirements.
Automate Billing with Policy Lifecycle Integration: Connect policy lifecycle events, such as Issue, Endorse, Renew, Cancel, and Reinstate, with billing for insurance carriers to automatically generate transactions and invoices. Reduce manual reconciliation, improve billing accuracy, accelerate revenue, and provide a clear billing experience for policyholders.
Insurance Brokerage: Reinstate canceled policies, view complete policy details, and manage plan benefits with better validation and data support. Price change endorsements generate delta transactions to ensure accurate billing across milestone, upfront, and term-based billing models.
Prevent Billing Errors with Billing Type Validation: Specify whether the carrier or the broker bills the policy when you issue it. Configure which billing types you can send to billing in setup. If a policy's billing type isn't eligible, Send to Billing is hidden in the UI, and the API returns an error. If you don't configure eligible billing types, Send to Billing stays available for every billing type.
Calculate and Add Fees to the Price of Insurance Products: Configure specific charges for insurance products by using a flexible, built-in calculation framework that now supports tallying both taxes and fees. Define the exact order of operations to calculate fees accurately alongside the policy premium and taxes during quoting. Review a detailed breakdown of the premiums, taxes, and fees for a quote, and capture the amounts charged when you issue the policy.
Changed Connect REST APIs in Digital Insurance: Enhance underwriting process by defining rule-specific details in the request to target precise constraints for insurance product clauses and control how underwriting rules are evaluated.
Claims Management: Process a claim on a child coverage factoring in the limit balances of the coverages above it in the hierarchy, and track limit consumption at all levels. Send richer contextual data to your custom calculation logic for adjustments and limit tracking. Pay multiple amounts across coverages for a claim in a single batch request.
New and Changed Connect REST APIs in Insurance Claims Management: Use the new property in insurance to process policy limits for specific payment detail records associated with loss items during claim processing. Specify business-specific additional details when calculating the adjusted amount for a claim loss item or recalculating the adjusted amount for an existing claim coverage payment detail record. Improve claim settlement efficiency by processing payments in bulk for large volumes of Claim Coverage Payment Detail (CCPD) records.
New and Changed Invocable Actions in Insurance Claims Management: Specify business-specific additional standard or custom fields when you calculate or recalculate the adjusted amounts for a claim loss item. Accelerate claims settlement efficiency by processing payments in bulk for a large volume of Claim Coverage Payment Detail (CCPD) records.
Digital Insurance: Generate transactions and invoices directly from lifecycle actions to reduce manual reconciliation and improve billing accuracy. Price change endorsements generate delta transactions to ensure accurate and consistent billing across milestone, upfront, and term-based billing models.
Enhance Plan Benefits with Attribute Validation and Data Type Support: Create plan benefits with greater accuracy using enforced attribute rules and expanded data type support. Required attributes are validated across UI and API, default values are prepopulated during creation, and new data types such as checkbox, date, and datetime ensure correct data capture.
Handle Price Change Endorsements for Upfront and Term-Based Billing: Generate delta transactions, ensure accurate and consistent invoicing across billing treatments. When a policy is endorsed with pricing changes, the system generates delta transactions and applies them based on the selling model.
Handle Price Change Endorsements with Milestone Billing: Easily process mid-term price changes by generating delta transactions for policy endorsements. Create precise milestone plans and billing schedules, and reduce the need for manual adjustments.
New Metadata Types in Insurance: Use the new metadata type to configure how policy limit consumption rules apply to an insurance policy product, including consumption mode and product binding.
New Tooling API Object in Insurance: Use the new Tooling API to configure how policy limit consumption rules apply to an insurance policy product, including consumption mode and product binding.
Pay Multiple Claim Amounts in a Batch: Process multiple claim amounts across coverages in a claim as an asynchronous batch. Payment succeeds for amounts that meet coverage and policy limits and fails for amounts that exceed the limits. When the batch processing is complete, you get a notification about whether the payments succeeded or failed. Previously, you paid one claim amount at a time.
Insurance Policy Administration: Maintain multi-level coverage hierarchies across policy transactions, and process bulk renewals for both single-root and multi-root policies.
Offer Bundled and Flexible Benefits with Multi-Level Coverage Structures: Maintain nested coverage hierarchies throughout the policy lifecycle to support bundled insurance offerings. Preserve parent-child coverage relationships of up to four levels across policy issuance, endorsements, reinstatements, and renewals. Close the gap between quoting and policy administration to ensure bundled coverage structures remain consistent across policy transactions.
Renew Policies at Scale with Bulk Processing for Single and Multi-Root Policies: Renew a large volume of policies in a single bulk process that supports both single-root and multi-root policies. Manage peak renewal loads efficiently with a common workflow for different policy structures. Generate renewal quotes, make policy updates, and renew policies for both annual and custom terms.
Process Claims on Child Coverages with Hierarchical Limit Consumption: Adjust the payout for a claim on a child coverage based on the currency and count limit balances for the related coverages up the hierarchy. Apply the deductible, copay, coinsurance, and out-of-pocket maximum for the child coverage. When you finalize the payment, deduct the payout from limit balances at each level of the coverage hierarchy and accurately track consumption.
Process Price Change Endorsements for Milestone Billing: Process mid-term endorsement price changes with automatically generated delta transactions. Keep milestone plans and billing schedules accurate while minimizing manual billing adjustments.
Reinstate Canceled Policies in Insurance Brokerage: Restore canceled policies directly from the policy record and resume coverage from a specified date. The Reinstate action creates a new policy version based on the last canceled state, helping you quickly recover policies while maintaining continuity and audit history.
Replicate Insurance Setup Data Between Orgs with Ease: Copy an insurance product model from your sandbox org to your production org with a single Salesforce CLI command and the standard dataset definition. Get the products, attributes, and other related records that make up the product hierarchy without manually recreating or linking records. Create your own dataset definitions to copy setup data in other standard or custom objects from one org to another.
Streamline Claim Intake with Agentforce: Use the Claims Employee Service Assistance agent to help customer service representatives create a first notice of loss (FNOL) when customers report a loss or incident. The agent retrieves policy information and guides representatives through the details to ask for the FNOL based on the policy type. The agent reduces manual effort for representatives and helps them capture complete and consistent intake information.
Support Producer Split Management for Person Accounts: Manage Producer Split Assignments and Producer Split Role Assignments on Person Accounts. Previously available only for Business Accounts, these capabilities are now supported on Person Accounts.
Boost Underwriting Rule Evaluation with Constraint Rules Engine: Define complex underwriting rules by using constraint-based modeling to reflect your risk appetite, business goals, and compliance requirements. Evaluate the rules with Constraint Rules Engine for improved performance. Based on the rule evaluation results, run custom flows to automate underwriting decisions or mark the quote for underwriter review.
Use More Contextual Data in Claims Adjustment and Policy Limit Calculations: Pass contextual details, such as network type and discount codes, into your custom calculation logic for adjusting the claim amount or tracking policy limit consumption. Previously, you could send only the claimed amount, adjusted amount, and the count limit to your calculation logic.
View Policy Details in Insurance Brokerage: Get a unified view of policy structure directly on the policy record. The Insurance Policy component displays policy data in a hierarchical tree, showing assets, coverages, participants, and rolled-up premiums to quickly understand the full policy in one place.
MuleSoft Integration Intelligence: Maximize uptime and optimize performance with Integration Intelligence. Extend the value of your MuleSoft telemetry with Integration Intelligence to provide long-term analytics. Centralize metrics, logs, and traces in Salesforce Data 360. Gain visibility into historical trends and systemic patterns that go beyond real-time monitoring. Use the Integration Intelligence Lightning app to access pre-made and custom Tableau Next dashboards for unified API and application insights. Use agent-assisted analysis to quickly find the cause of problems. Access these operational insights directly from Anypoint Platform with single sign-on.
Accelerate Decision-Making with AI-Generated Approval Summaries: Managers can now make faster, more informed decisions by viewing summaries for pending approval requests in Slack, Microsoft Teams, or the employee portal. Agentforce surfaces business justifications and request history across service, HR, and procurement requests to summarize all open work items or deep-dive into specific requests. Transform dense record data into actionable insights, allowing managers to finalize approvals or rejections through a simple chat interface.
Streamline CMDB Management with Conversational AI: Manage your Configuration Management Database (CMDB) lifecycle in Slack, Microsoft Teams, or Salesforce using natural language. Configuration Item (CI) owners and CMDB managers can now find, update, delete, and bulk manage records through a AI-powered conversational interface.
Convert Complex Service Requests into Conversational Experiences: Transform complex, static service requests into guided conversations between an employee and an AI agent. Instead of filling out long forms, employees use Agentforce chat to complete requests through dynamic, context-aware interactions. This approach creates scalable experiences that maintain data integrity, reduce manual effort, and improve efficiency.
AI for IT Teams and Employees: Optimize service delivery with Agentforce tools designed to simplify workflows and improve decision-making for both IT teams and employees. Accelerate resolutions by transforming static service requests into guided conversations, managing CMDB lifecycle via conversations, and with AI-generated approval and risk summaries. Additionally, qualified specialized agents now helps you route requests and issues effeciently.
Control Access to AI Capabilities in the Agentforce Employee Portal: Restrict AI capabilities to authorized users. The Dynamic Question and Answer and Knowledge Summary features in the Agentforce Employee Portal now require an AI add-on license. To ensure security, these components appear only for users with the required permission.
Accelerate IT Support with Specialized Agents: Traditional support models often rely on generic agents that lack deep domain knowledge or require complex manual routing logic. Automate IT support by routing employee requests to predefined specialized agents designed for specific domains. These expert agents are preconfigured to handle distinct request types such as network troubleshooting or hardware fulfillment—through a conversational interface. Route requests to the most qualified specialized agent to resolve issues faster. When requests are handed off, Agentforce shares the context so employees don’t have to repeat information.
Accelerate Risk Mitigation with AI-Generated Summaries: Use AI to create comprehensive risk summaries directly within risk records and evaluations. These AI-generated summaries distill dense information into clear, conversational insights, allowing your team to identify critical findings and risk drivers instantly. Get a clear, high-level view of key metadata, impact, controls, and assessment progress combined with stakeholder feedback to highlight key findings and recommended next steps in a single widget. IT teams can avoid tab switching, and make faster, informed decisions across the risk lifecycle.
Triage Incidents Automatically with AI: When an employee reports an incident, AI automatically triages it before the IT team gets involved. Automated processes analyzes the incident against past incidents, resolution notes, and knowledge articles, to identify incomplete fields, detect duplicate records, and identify relationships to active major incidents. Notifications are sent to the employee through Slack, Chatter feed, or email so that employees can add comments or close the incident based on the triage results.
Schedule Meetings Directly Within Conversations: Manage Google or Outlook meetings using natural language directly within your conversational flow. IT teams can now schedule meetings without opening a calendar app or leaving the chat interface. By automating scheduling through Agentforce, IT teams can instantly find and book available slots during a support interaction.
Align Assets and Configuration Items with Bidirectional Field Synchronization: Keep your IT Asset Management (ITAM) and Configuration Management Database (CMDB) records perfectly aligned with event-driven, bidirectional synchronization at the field level. Define field mappings, establish a source of truth, and configure field value translations to resolve data conflicts between systems. These synchronization capabilities eliminate manual data entry, reduce data drift, and provide your IT fulfillers with accurate data.
Secure IT Hardware End-of-Life with Asset Disposal Workflows: Ensure data security, environmental responsibility, and regulatory compliance when disposing hardware. Asset managers can now group retired assets into comprehensive disposal orders and enforce critical predisposal tasks like data sanitization. They can also upload official certificates of disposal to secure an audit trail.
Agentforce IT Hardware Asset Management (Generally Available): Streamline your IT asset lifecycle operations with new bulk actions, granular inventory tracking, and field synchronization between IT Asset Management and Configuration Management Database systems. Maintain strict auditability with the Asset Timeline, optimize stock with soft reservations, and manage hardware disposal.
Accelerate Hardware Fulfillment with the Sourcing Agent: Streamline hardware fulfillment processes by using autonomous evaluations of real-time inventory and logistical constraints. The Sourcing Agent determines the most cost-effective sourcing path for approved hardware requests, recommending whether to fulfill from existing stock or initiate new procurement.
Manage Hardware Asset Lifecycle Transitions in Bulk: Reclaim, refresh, or dispose of a large group of assets simultaneously with just a few clicks. Quickly filter and select assets directly from a list view, or process high-volume transitions by uploading a CSV file.
Calculate IT Change Request Risk Scores Consistently: Change risk scores are now calculated consistently whether users complete the risk assessment questionnaire or the system automatically recalculates risk when change attributes are updated. Questionnaire responses are saved for historical tracking and audit trails.
Standardize Remediation Tasks with Prebuilt Action Plans: Eliminate inconsistent responses and missing documentation by assigning predefined remediation tasks to your compliance team. Predefined action plan templates cover standard strategies such as Mitigate, Transfer, Accept, or Avoid, so that every control failure follows a proven protocol. By replacing manual task creation with standardized workflows, you maintain a structured framework for corrective actions and a reliable, audit-ready trail for every gap.
Accelerate Policy Creation with AI-Assisted Drafting: Jumpstart the authoring process and enforce standardized language by using generative AI to draft your compliance policies. Policy authors can now automatically generate structured, enforceable policy clauses directly from selected regulatory requirements. Maintain alignment with internal standards and external regulations while drastically reducing manual drafting time.
Centralize Compliance Tasks in the Employee Portal: Provide your employees with a seamless way to manage all their compliance responsibilities from a single place. Employees can easily search for active policies, complete required acknowledgments, and fulfill evidence requests directly from the self-service portal. Ensure your employees always access the most current standards because the self-service portal automatically publishes active policies in real-time. Provide your compliance teams with high visibility into policy adherence and evidence request fulfillment.
Author and Sync Policy Clauses Directly in Microsoft Word: Draft and edit your IT policies in a familiar environment by using the Salesforce add-in for Microsoft Word. Generate high-quality policy clauses with AI grounded in your specific compliance context, and sync updates bidirectionally between Word and Salesforce to maintain a strict system of record. Maintain full version control while using Word’s advanced formatting and collaboration tools.
Streamline Risk Management Lifecycle with Enhanced Workflows and Assessments: Streamline the end-to-end risk lifecycle and replace fragmented spreadsheets with a formal, auditable process. Provide stakeholders with a precise view of your organization's risk posture, and accelerate implementation by using a centralized risk scenario library, related compliance controls, and autonomous background monitoring. Use the Business Rules Engine to instantly update inherent and residual risk scores based on integrated stakeholder surveys.
Track Assets in Microsoft Teams: Employees can track and manage their assigned hardware from within the Microsoft Teams app. By providing employees with a clear view of their assigned devices alongside direct links to request assistance, you make sure that IT teams receive accurate, asset-specific data for every support ticket. Employees can now access their asset details and report issues in one place, reducing the need to navigate multiple tools.
Collaboration Channels: Integrate IT service management directly into Microsoft 365 to reduce context-switching and simplify support for your entire organization. Employees can now manage assets and request hardware within their daily workflow using Microsoft Copilot and integrated Office apps. Security and access are seamless through Single Sign-On and automated user synchronization with Microsoft Entra ID.
Accelerate Microsoft Teams Setup with Automated Configuration: Accelerate your Microsoft Teams integration with automated setup steps that reduce manual effort and configuration errors. Streamline key steps by automatically configuring Cross-Origin Resource Sharing (CORS) settings, allowlisting required endpoints, and providing OAuth support for secure authentication. Make the setup experience faster and more consistent for admins and reduce the typical overhead of complex manual networking tasks.
Access IT Support Directly within Microsoft 365: Manage IT issues in your daily workflow by using Agentforce IT Service records in Microsoft 365. Use Microsoft Copilot and integrated Office apps to find knowledge, manage tickets, and request catalog items through a unified conversational interface. This integration reduces context-switching and boosts self-service by bringing IT support into everyday productivity tools.
Authenticate Microsoft Teams Users with Single Sign-On: Access Agentforce IT Service within Microsoft Teams by using existing Microsoft credentials to provide a secure, unified authentication experience. The single sign-on experience eliminates the need for multiple login prompts and reduces password fatigue for your employees. Employees stay productive within their primary collaboration tool without facing repetitive barriers to access, while you can securely connect your identity provider to your Salesforce environment.
Automate User Synchronization with Microsoft Entra ID: Automate user lifecycles by synchronizing creations, updates, and deletions from Microsoft Entra ID to Salesforce to keep employee users consistent across platforms. Use this native synchronization to maintain a single source of truth, reflecting changes in real time without the need for additional flow connector licenses. By eliminating third-party connectors, you reduce architectural complexity and licensing costs while guaranteeing that employee access is automatically revoked or updated during lifecycle transitions. Maintain data integrity for historical records and provide IT teams with reliable and updated access controls.
Personalize the Portal with Customizable Ticket Detail Pages: Replace predefined portal layouts with fully customizable page layouts to meet specific department needs. Rapidly deploy new record types for tickets, such as IT incidents or HR onboarding requests, without writing custom code or requiring engineering bandwidth. Specify exactly which fields appear in the Details panel based on the object. The interface dynamically assigns the correct layout based on the user profile and the specific record type to guarantee a highly contextual experience for your employees.
Associate External Articles and View Suggestions on Incidents: IT service reps can find and link knowledge from external systems directly to incidents by using Enterprise Knowledge, powered by Data 360. Create a comprehensive knowledge base for your IT service desk by using both Salesforce native and external knowledge. View these associations in a related list on the Incident record to minimize context switching and help resolve IT issues with greater accuracy. To further accelerate resolution, the app automatically surfaces suggested articles based on the incident details.
Streamline Evidence Collection and Verification for Compliance: Replace disjointed email threads and spreadsheets with a centralized, auditable system to create, assign, and track evidence requests. Subject matter experts fulfill requests by uploading files or linking secure documents, while built-in verification and locking mechanisms ensure auditors receive accurate, read-only data. Reduce manual effort and accelerate audit readiness by providing stakeholders real-time visibility into your compliance status.
Gain Granular Inventory Visibility with State-Based Quantity Tracking: Accurately track the specific state and condition of your inventory across IT Asset Management, Field Service, and supply chain operations. Use multiple state-based quantity fields on the Product Item object, such as Quantity Available and Quantity Damaged, instead of relying on a single aggregate quantity. Categorize stock driven by automated asset status mapping to prevent fulfillment delays and avoid over-promising assets.
Accurately Track Hardware Inventory with Asset-Based Locations: Monitor your devices based on specific lifecycle states instead of a single Quantity-on-Hand metric. Distinguish your IT asset management inventory from standard serialized product inventory. You can also view multiple quantity fields on product item records, such as available, allocated, in transit, damaged, and on hold, to get an accurate picture of deployable assets.
Resolve Compliance Gaps with Issue Management: Identify, track, and resolve compliance issues across your organization directly from a unified system. Create issues directly from policies, risks, controls, or audit findings and assign them to the right teams or owners. Teams can seamlessly track remediation progress through structured action plans and tasks, and ensure timely resolution using SLA policies.
IT Compliance (Generally Available): Streamline your governance, risk, and compliance operations with a unified suite designed for proactive monitoring and audit readiness. Standardize core policy lifecycles and orchestrate automated evidence-gathering workflows to accelerate your path to certification. By centralizing these critical processes for your IT organization, you replace manual tracking with a scalable framework that identifies risks and resolves compliance gaps more efficiently.
Track IT Hardware Asset Management Usage with Subscription-Based Billing: Monitor IT Hardware Asset Management usage based on the number of eligible managed IT hardware assets in your org. Consumption is metered through Salesforce Digital Wallet, giving visibility into asset counts and usage trends over time.
Scale Hardware Deployment with Fulfillment Orders: Deploy physical assets to your employees with a modern logistics framework. Group multiple requested products under a single order based on the source location by using the Fulfillment Order and Fulfillment Order Line Item objects. Replace single-product transfers with this new data model to support scalable AI-driven automations.
Synchronize Inventory Counts with Asset Status Mapping: Keep your product item rollups perfectly synced with the real-world state of your hardware. When you map asset statuses to specific quantity categories, the system automatically updates fields such as Quantity Available or Quantity Damaged whenever an asset's state changes, preventing stock discrepancies.
Drive Compliance with Targeted Policy Campaigns and Acknowledgments: Create structured acknowledgment campaigns linked directly to published policy versions to keep your workforce informed. Distribute policies to specific users or employee groups through targeted channels, including the employee portal, Slack, and Microsoft Teams. By strictly controlling access and targeting specific employee groups, you ensure sensitive policies reach only the intended audience.
Centralize Policy Management and Map Regulatory Requirements: Manage internal policies and link them directly to regulatory requirements within a unified workspace. Draft clauses, import regulatory frameworks, and track detailed policy versions while managing clause-level mappings. When regulations change, you can immediately identify the impact scope to see exactly which policy clauses require adjustment.
Streamline Asset Reclamation with Return Orders: Simplify the logistics of reclaiming hardware from employees by using the Return Order and Return Order Line Item objects. Previously, returning assets relied on Product Transfer records designed for stockroom-to-stockroom movement. Now you can track hardware returning to inventory, route devices to multiple locations simultaneously, and automate inventory quantity updates upon receipt.
Install Prebuilt Initial Setup Solutions and Accelerate IT Compliance Setup: Accelerate time-to-value for Agentforce IT Service with best-practice configurations that simplify day-one sandbox setup. Choose between a standard solution to automate metadata installation and feature enablement, or use a custom solution to selectively deploy specific capabilities tailored to your organization. Use the new feature set Accelerate Trust with Unified Risk and Compliance to easily configure core IT Compliance features such as Risk Management, Regulation Management, Compliance Controls, Policy Management, Evidence Management, Issue Management, and Policy M365 Management.
Self-Service: Transform how employees interact with IT by providing an AI-driven self-service portal that unifies the service catalog, enterprise knowledge, and asset management. Streamline AI access through the new licenses and consolidate employee identity with the Unified Employee migration tool.
Optimize IT Hardware Lifecycles with Service Requests: Replace cases with service requests to streamline your core hardware lifecycle workflows. Employees can initiate requests through multiple self-service channels, including the Agentforce Employee Portal, Slack, and Microsoft Teams. To accelerate hardware delivery and reclamation, IT fulfillers can use automated routing rules, service catalog templates, and multi-location sourcing.
Prevent Inventory Stockouts with Soft Reservations: Reserve inventory for specific demand sources before a physical device is picked from the shelf. Soft reservations immediately decrease the available inventory count to prevent double-booking stock, providing granular visibility into your inventory state and improving fulfillment accuracy.
Accelerate Your Transition to Unified Employee Licensing with Bulk Migration: Transition your existing employee users from Customer Community Plus (CCP) licenses to the Unified Employee License (UEL) at scale. Use the bulk migration tool to move all your employees in one operation instead of updating them individually while preserving existing user IDs and record ownership. Perform mandatory pre-migration validations, map existing CCP profiles to new Unified Employee profiles, and track progress through status reports. Note that this change is permanent, and once the migration process begins, you can no longer create new users with CCP profiles.
Manage Assignment Rule Mappings More Flexibly: Admins can now map or unmap assignment rules for supported service records directly from the Assignment Rules setup. Previously, removing mapped required reconfiguring the setup. This enhancement simplifies rule management, reduces operational overhead, and helps admins to adjust routing logic as needs evolve.
Automate Service Catalog Workflows with New External Connectors: Extend service catalog automation with new external connectors across identity, collaboration, DevOps, IT operations, and infrastructure systems. Use templates and API-driven actions to improve end-to-end automation coverage across your systems.
Automation and Productivity: Accelerate IT service setup and deployment with enahncements to multichannel notifications and assignment rules.
Accelerate Data Onboarding with Enhanced CI Import: Reduce setup time and improve data accuracy by importing configuration items (CIs) and CI relationships in a single workflow. Include CI relationships and tags directly in import files to create connected and enriched data in one step. Download predefined import templates for configuration item types and configuration item relationships to standardize data formatting and reduce setup effort.
Organize Configuration Items with Tags for Faster Search and Filtering: Add and manage tags on configuration items to improve search, filtering, and categorization. Use tags across list views, imports, and APIs to group related items and quickly locate relevant data. Apply tags during import or update existing items to maintain consistent classification and improve visibility across your CMDB.
Model Complex Infrastructure with Configurable CI Components: Define and manage components for configuration item types to represent complex infrastructure relationships. Use the components tab in CI Type Manager to associate related components with parent CI types. Model dependencies and structure more accurately to support discovery, relationship mapping, and impact analysis across your CMDB.
Manage and Upgrade CMDB Setup Data with Data Bundles: Stay up to date with the latest CMDB configuration model by reviewing available data bundle versions. Upgrade setup data when new versions are available to keep configuration item types, attributes, and relationships current.
Analyze IT Asset Inventory and Operational Performance with CMDB Analytics Dashboard: Analyze your IT asset inventory and operational trends to understand the composition of your IT environment by using the CMDB Analytics dashboard. Track key configuration item (CI) metrics, such as top CIs by incident volume or problem count, to identify high-impact issues and prioritize your resolution efforts.
Configuration Management Database and Service Graph: Improve data organization, accelerate onboarding, and enhance visibility into configuration relationships with new Configuration Management Database (CMDB) enhancements. Use tags to group and filter configuration items for faster search and analysis. Configure and import configuration items, relationships, and tags together to onboard data more efficiently. Analyze and export configuration data directly from list views to support reporting and operational decisions. Manage and upgrade CMDB setup data using versioned data bundles to keep your configuration model current. Model complex infrastructure more accurately by defining components for configuration item types.
Discover Installed Software on MacOS Devices: Discover installed software on MacOS devices to improve asset visibility and support security audits and license checks. Use agentless and agent-based discovery methods to collect software details such as name, version, install date, install location, and publisher. Bring MacOS software inventory into CMDB alongside Windows and Linux data for more complete reporting.
Discovery for Salesforce CMDB and Service Graph: Automate asset tracking and gain better visibility into configuration item activity with new Discovery enhancements. Discover installed software on MacOS devices by using agentless and agent-based discovery methods.
Export Filtered Configuration Items from List Views for External Analysis: Filter, search, and export configuration items (CIs) directly from list views to streamline analysis and reporting. Use advanced filtering options and searchable attributes to quickly narrow results. Export filtered CIs as a CSV file for external analysis or sharing to support operational decisions and improve visibility into your CMDB data.
Improve Reporting Accuracy with Automatically Captured Change and Incident Data: When you close a change request, the Closed Date is automatically set. This helps reduce inconsistencies in closure and resolution data that impact KPI calculations and reporting. For incidents, the Resolved By field is populated on resolution and cleared if the incident is reopened, while resolution notes are retained for context.
Configure Field Behavior for More Efficient Record Creation: Control how fields populate and display when creating related records for Incident-to-Problem, Incident-to-Change, Problem-to-Change, and Change-to-Problem relationships. Map both standard and custom fields to autofill data, or specify additional fields for manual input during the creation process. Required fields continue to display even if mappings are removed, ensuring data integrity.
Connect Email Conversations to Incidents with Advanced Threading: Avoid duplicate incidents and fragmented conversations by automatically linking email replies to the original record. The system securely identifies the incident using a unique ID in the email subject, body, or metadata to maintain accurate threading. All conversations remain connected within the email chain and are also available on the incident record feed. With a unified view of the complete conversation, both service reps and employees have the full context needed to respond quickly.
Create Incidents for Others Without Leaving Your Workflow: Create incidents on behalf of others directly from Slack, Microsoft Teams, the employee portal, or the console. Incidents capture both the user who creates the record and the user affected by the issue, so teams can log tickets accurately without switching systems. Triage issues faster, establish clear ownership, and improve resolution efficiency by capturing details at the point of discovery.
Streamline Change Approvals with Change Advisory Boards: Standardize change reviews and approvals by organizing requests with Change Advisory Boards (CAB). Automate change request approvals through structured CAB processes such as scheduling and conducting formal reviews and integrating meetings directly with the IT Service Calendar. Use existing notification channels to keep stakeholders informed.
Manage More IT and Business Operations with Service Catalog Templates: Extend your service catalog with request templates and fulfillment flows for IT and business operations. Use request templates for access management, infrastructure provisioning, security, and workplace services. Templates include approval and fulfillment workflows where applicable. Standardized templates for key service areas help you accelerate catalog adoption, reduce setup effort, and make sure that requests follow governed workflows.
Configure Notifications Consistently Across More Workflows: Configure notifications for a broader set of records across IT service, hardware asset management, and IT compliance workflows. Notifications now support additional objects, such as risk evaluation survey invitations and work orders, which extends coverage across more operational and governance use cases. IT teams and employees stay informed and act without relying on manual tracking across different processes.
Validate Notification Delivery and Accuracy Before Activation: Test your notifications against sample records before activation to make sure that they reach the right recipients through the correct channels. Validate how notifications render across selected channels so they’re accurate and complete. Verifying your configuration helps you avoid errors, reduce rework, and keep notifications ready for production use.
Stay Ahead of SLAs with Multichannel Notifications: Take control of your service-level agreements for service records (SLAs) by sending notifications for channels such as, Email, Slack, In-App, and Teams. Configure SLA milestone actions to send notifications for warnings, violations, and completion events to a specified audience. IT teams no longer monitor timers and can respond proactively to approaching or breached deadlines.
Service Management: Standardize structured change approvals through Change Advisory Boards (CAB). Connect email conversations directly to incidents with advanced threading and increase service governance and operational consistency with flexible field mappings. Create incidents on behalf of others and get additional fields for reporting. Access more service catalog request templates and new external connectors for IT and business operations.
Lightning App Builder: Build multiple user group-specific pages within a single app with the new Command Center page type.
Build Customizable Command Center Pages with a New Page Type: Build role-specific Command Center experiences with the new Command Center Page. Assign pages to user groups, customize by profile, and use grid layouts. Create multiple specialized pages within a single app, unlike standard home pages which are limited to one per app.
Lightning Components: Local Dev is now called Live Preview. Single Component Live Preview and the Live Preview Visual Studio Code extension for Lightning web components are generally available. Use state managers to centralize and decouple data logic from component presentation. Review new and updated distortions in the Lightning Web Security Distortion Viewer. Preview and test features with Salesforce Release Manager, which is in beta. Update your Lightning Web Components API version to 67.0.
Enforced Maximum Number of Actions in a Boxcar Request: The maximum number of Aura actions allowed within a single boxcar (XHR) request is 250. This limit was first announced in Summer ’23, but was not actively enforced.
Aura Support in Lightning Out 2.0 (Generally Available): Embed existing Aura components securely on external sites without loading the Aura runtime on the host page. Your components run in a sandboxed iframe with full security isolation, so host-page scripts can't access Salesforce session data. Aura interop is generally available for existing Lightning Out (Beta) customers who complete the Lightning Adoption Program (LAP) enablement process on a case-by-case basis.
Control Partitioned SID Cookies for the Lightning Domain in Session Settings: Keep embedded Lightning experiences working as browsers limit third-party cookies. Cookies Having Independent Partitioned State (CHIPS) is a browser standard that isolates cookies per embedding site instead of blocking them outright, so each external site that embeds your Salesforce components maintains its own independent session. A new org preference applies CHIPS partitioning to the Lightning domain session ID so that cross-site embeds maintain valid sessions. Enable the preference in Session Settings to reduce session breakage for Lightning Out 2.0 and other Lightning-domain embeds.
Embed Lightning Out 2.0 Components Through Experience Cloud LWR Sites: Embed Lightning Out 2.0 components on external pages using Experience Cloud Lightning Web Runtime (LWR) sites. Lightning Out 2.0 now supports Experience Sites (CLWR) for both guest (unauthenticated) and registered (authenticated) user scenarios. Guest user access is available for the Build Your Own (LWR) and Lightning Out templates in Experience Cloud sites. Use an existing CLWR site or create a new one, associate it with your Lightning Out 2.0 app, and publish, then embed your components on any external page.
Convert Lightning Out (Beta) Host Pages to Lightning Out 2.0 Using the MCP Migration Tool (Pilot): Convert your Lightning Out (Beta) host pages to Lightning Out 2.0 with less manual rewriting. The Model Context Protocol (MCP) migration tool in the Salesforce DX MCP server encodes differences between loaders, $Lightning calls, and frontdoor-based authentication. AI-assisted clients connected to the Salesforce DX MCP server propose updated HTML and JavaScript. You still need administrator access for org configuration in Setup.
API Distortion Changes in Lightning Web Security: Lightning Web Security (LWS) includes new security protections with more distortions for web APIs. ESLint rules matching the distortions are also available.
HTMLAnchorElement Distortion Blocks data: URI Scheme: The new distortion on HTMLAnchorElement.prototype.href blocks URLs that use the data: URI scheme. The data: URI scheme can be used to create plain text download links, but that approach raises various security issues. Use the blob: URI scheme instead.
Remove Non-Public Fields from Custom Object Data in Aura Action Responses (Release Update): To improve security, Salesforce is removing non-public system fields from custom object data returned in Aura action responses. This update filters out internal system fields that aren’t part of the public Salesforce API. Review your Lightning components that process custom object data to avoid JavaScript errors or missing data. Use only API-supported fields in your components to ensure that your data displays correctly.
Life Sciences: Enhance field agility and clinical efficiency with AI-powered tools and streamlined data management. Get started quickly by using a prebuilt Customer Engagement setup solution to install predefined objects and sample data. Field reps can now log visits by using voice commands and access intelligent, audio-based account briefings to prepare for engagements. Manage home health visits and maintain regulatory compliance through Microsoft Teams remote sessions, dynamic signature disclaimers, and automated communication cycles for Japanese market requirements.
Link Voice Calls to Work Orders Directly: The RelatedId field on the VoiceCall object now supports WorkOrder, so reps can directly link voice calls to work orders without any custom development. This gives reps full call history right from the WorkOrder record, saving time and manual effort.
List and Publish MCP Servers in Agentforce Extension Packages: Show Model Context Protocol (MCP) servers in your Agentforce Extension Package on your AgentExchange listings. After you complete your listings, buyers can view the servers and tools along with your agents and actions before installing.
Manage List View Sharing and Editing with Granular Permissions: Assign the new Manage Shared List Views user permission so that users can share their personal list views with roles, groups, and territories that they’re members of. Previously, to share list views, a user needed the Manage Public List Views user permission, which grants broad access to edit or delete any public list view in Salesforce. Now, users can share their own list views without access to manage every public list view.
Control Tier Expiration with Custom Dates and Formulas: To reward achievements such as joining a partner program, you can now upgrade members to higher tiers for a specific duration. When using the Change Member Tier process template or the Change Tier invocable action, loyalty program managers and admins can manually set an expiration date or use a formula to calculate one dynamically.
Define Eligible Activities to Extend Activity-Based Points Validity: Specify the eligible activities that extend the point validity of activity-based, redeemable currencies by using journal types and subtypes. For example, extend members’ activity dates when there are transactions only with the Accrual type and the Purchase subtype. The Data Processing Engine definition, Identify and Update Activity Dates for Loyalty Program Members, uses these records to calculate and update members' point expiration dates.
Speed Up Google Wallet Integration by Using the Android SDK Sample App: Use the updated reference app in the Android mobile SDK to quickly deploy Google Wallet functionality for your loyalty program. From the My Profile page of the app, members can now link their membership cards to their Google Wallet accounts by using the Add to Google Wallet button. After linking, the app automatically syncs vouchers associated with the membership cards to their Google Wallet accounts.
Loyalty Management: Trace the source of redeemed points for activity-based currencies to track liabilities across partners and promotions. Specify which activities extend point expiration dates. Give your customers more flexibility by extending expiration dates and reinstating points. Manage and organize promotions budgets. Set up pricing procedures for promotion evaluation easily by using Salesforce Go. Optimize your promotion strategy by requiring customer enrollment and limiting eligibility.
Provide Members More Time to Use Activity-Based Points: Provide members more flexibility by adding a grace period to their point expiration dates, or by exempting points from expiration. Define reinstatement windows so your customer service representatives can easily reinstate points that expired within a time frame. Define different grace periods and reinstatement windows based on currency type and tier.
Monitor Loyalty Program Performance Using Tableau Next Dashboards: Provide your loyalty program managers with actionable insights to help them increase memberships and improve program processes. Program managers can now track critical metrics, such as point balances and revenue, by using the Tableau Next agentic analytics solution. While these capabilities were previously available in CRM Analytics, they are now delivered through Tableau Next to improve scalability and provide expanded functionality.
Trace Points and Create Subtypes for Activity-Based Currencies: Identify accrual transactions that act as the source of points consumed during redemptions for currencies with the activity-based expiration model. By linking these transactions, you can track liability across various promotions and partners. You can also create currency subtypes to control which points are accrued or redeemed. Previously, you were able to trace points and create subcurrencies only for currencies with the fixed-duration expiration model.
Track Loyalty Points with Improved Precision: Loyalty Management now shows points rounded half up to four decimal places in Salesforce UI fields and rule actions. This change reduces cumulative rounding discrepancies to provide the high precision required by industries such as retail and financial services. The enhanced precision is also beneficial for programs supporting multiple currencies and complex point conversions. The actual stored values remain unchanged, and underlying calculations aren’t affected.
Track Loyalty Promotion Effectiveness with Interactive Tableau Next Dashboards: Evaluate promotion effectiveness, member participation, and financial liabilities by using the new in-app and embedded Tableau Next dashboards. While these dashboards were previously available in CRM Analytics, they are now delivered through Tableau Next to improve scalability and provide expanded functionality.
Validate Loyalty Program Data Integrity: Identify discrepancies in your imported data by running prebuilt Data Processing Engine definitions. Use the definitions to validate member point balances and loyalty ledger traceability records for redeemable points with a fixed-duration expiry model.
Salesforce Scheduler: Align waitlist participant cards with your business-specific service order by mapping a custom field to the card's sequence slot. Surface meaningful error messages when appointment actions fail business validation in the My Appointments Console. Ensure that your custom Lobby Management dashboard components automatically reflect the active service territory when a greeter changes the selection.
Grant Record Access for the Cancel Appointment Flow Action: Make sure that users who run the Cancel Appointment flow action have access to the service appointment records that they cancel. The action now verifies the access of the user running the flow to a service appointment before it cancels the appointment. Previously, the action didn't check this access, so users could cancel service appointments that they couldn't otherwise access.
Help Users Resolve Appointment Errors Faster with Custom Validation Messages: When an appointment action fails, give users a clear message of why the action was blocked. You can define messages for the Start Appointment, End Appointment, and Accept Appointment actions. Previously, the UI showed a generic error message even when you configured custom validation logic, leaving users without guidance.
Keep Custom Lobby Components in Sync with Territory Selections: Maintain data accuracy in the Lobby Management dashboard now that custom components can be updated when a greeter changes the active service territory. Salesforce Scheduler now publishes a default Lightning Message Service (LMS) message that keeps waitlists, appointments, and custom data views consistent. Previously, custom components had no standardized way to detect a territory change.
Show the Category-Specific Position on Waitlist Participant Cards: Align waitlist participant cards with your business-specific service order by mapping a custom field to the card's sequence slot. When you map a custom field, the card header shows that field's value instead of the system-generated global index. For example, a participant who's first in line for a service category can appear fourth in the global sequence. Mapping a custom field to the sequence slot corrects this mismatch, and lobby greeters see the position that matches the actual call order. Previously, cards always showed a global sequential number that didn't reflect category-specific priority.
Engagement Planning: Drive field agility and strategic planning by simplifying downtime entry workflows and unifying fragmented data for more cohesive engagement orchestration.
Manage Insights, Inquiries, and Visits for Institutional Doctor Accounts: Sales reps can now record insights, track inquiries, and schedule visits for an Institutional Doctor (Ins Doc) account. Reps can access an Ins Doc account's inquiries and insights on the Ins Doc account page. They can also use Calendar to schedule visits.
Streamline Consent Capture and the Opt-Out Experience: Add the Capture Consent quick action to the Account and Visit record pages so your reps can capture consent without navigating through multiple screens. To further optimize interactions with healthcare professionals, disable repetitive confirmation windows during the opt-out process.
Show Custom Lightning Web Components in the Agentforce Chat Window on Mobile: Show custom Lightning Web Components as agent action responses in the Agentforce chat window on the Life Sciences Cloud mobile app. Previously supported only on the desktop site, you can now deliver these same custom visual experiences to your field users by configuring a custom Lightning type bundle with a mobile renderer.
Save Custom Presentations Without Unexpected Warnings: When your field users use Save As to create a copy of a custom presentation, they now continue working on the new copy right away. They can close the presentation immediately after saving without seeing a misleading warning about unsaved changes. The Save As behavior now matches familiar content authoring tools so that your users can duplicate and prepare custom presentations without interruption.
Expand Data 360 Insights with Email Template Data Streams: Enrich your Data 360 integrations with the new ready-to-use Email Template bundle in the Life Sciences Data Kit. This bundle provides prebuilt mappings to these key Life Sciences data model objects: Email Template, Email Template Fragment, Email Template Related Fragment, and Email Template Snapshot.
Email Template Territory Filtering Was Improved in the Mobile App: Life Sciences Customer Engagement now uses territory content template assignment records to connect email templates to their approved territories and sync metadata to the Life Sciences Cloud mobile app. This change filters email templates so that users see only the templates that are assigned to their current active territory. Previously, field users saw email templates from all territories in the mobile app.
Streamline Event Planning and Execution: Drive greater operational efficiency with an intuitive event management framework that guides users through every stage of the event lifecycle. Use flexible workflow paths to surface role-specific actions that serve as built-in guardrails, keeping your events on track and compliant. Enforce budgetary constraints to monitor event expenses and manage event logistics with ease. On the day of the event, seamlessly complete event execution steps—from attendee sign-in to feedback collection—all from a single record page.
Engagement Execution: Field reps can now log visits in the Life Sciences Cloud mobile app by using voice commands even while offline, and they can verify visit locations by using automated geolocation tagging. The mobile app and desktop site strengthen regulatory adherence by automating Massachusetts Controlled Substance Registration (MSCR) validation and dynamically displaying signature disclaimers based on a provider's language and country. Additionally, with optimized background synchronization, field teams have access to the latest data with improved performance. Enhance medical insight management with a custom web UI and hierarchical parent-child groupings. Simplify contact updates by allowing sales reps to add multiple communication channels directly from the consent management page.
Log Engagements More Accurately with Automated Healthcare Organization Capture: Automatically capture and associate the healthcare organization (HCO) where a healthcare professional (HCP) interaction occurs to improve data integrity. When a field rep selects an HCP and a visit address, the app recommends the corresponding HCO based on contact point address matching. For locations with multiple affiliated organizations, users can select the correct department from a filtered dropdown. Child visits inherit these associations to maintain consistency across group engagements.
Add Communication Channels During Consent Capture: Add email addresses, phone numbers, or social media handles directly from the consent management screen. You can now add new channel values while logging consent instead of navigating to different tabs.
Capture Visit Details Faster with Dependent Picklists: Simplify data capture during visits with filtered picklist values on the provider visit object, provider visit product discussion object, and custom objects. When field users select a value in a controlling field on the Visit Engagement page, dependent picklist fields show only the mapped values. Field users see only relevant options and can log visit details more efficiently with fewer data entry errors.
Display Signature Disclaimers Based on a Healthcare Professional’s Country and Language: Maintain regulatory compliance by dynamically displaying the correct signature disclaimers based on a healthcare professional’s (HCP) attributes, such as country and language. Field reps can present country-specific and language-appropriate legal statements during sample disbursements, even when working across borders and in multilingual regions. Disclaimer records are automatically filtered by using account or account–territory attributes, maintaining consistency with Consent Management and Medical Inquiry workflows.
Validate Visits on Save and Return Warnings from Custom Scripts: Give your field teams earlier feedback by extending custom validation scripts to run when users save a visit, not just when they submit or sign. Scripts can now return warnings that let users acknowledge an issue and choose to continue, in addition to errors that block the action. For example, use a custom script to warn users in one market when they approach a visit threshold while preventing users in another market from saving or submitting.
Log Visits with Voice-Based Visit Logging (Pilot): Capture healthcare professional (HCP) engagement details by using an AI-powered voice assistant in the Life Sciences Cloud mobile app. Even without an internet connection, on-device transcription and intelligent entity mapping can automatically populate visit headers, product messages, and reactions. Improve accuracy for medical jargon with contextual priming. Language support: English only.
Turn Account Data into Visit-Ready Briefings: Help your users prepare for scheduled healthcare professional (HCP) and healthcare organization (HCO) visits by providing them with intelligent, personalized account insights. Configure Account Summarization to aggregate key account data with scheduled visits so that Briefings can create curated, contextual audio segments including visit history, prescribing trends, and key talking points. Users can access these briefings as podcasts through the Life Sciences Cloud Mobile app’s built-in audio player.
Generate Institutional Doctor Accounts Automatically: Reduce manual data entry, save time, and ensure data accuracy by generating Institutional Doctor (Ins Doc) accounts automatically. Standardize account names and maintain data integrity with a custom naming template.
Set Up Life Sciences Customer Engagement Using a Prebuilt Solution: Get started quickly with predefined objects, configurations, and sample data. The Agentforce Life Sciences Customer Engagement Solution turns on settings and installs core metadata, system configurations, FlexiPages, page layouts and business records required to try out the Life Sciences Customer Engagement core functionality. Using sample data, explore features for key personas, such as field users, account managers, and medical science liaisons. Or use your own business data to validate the solution against your specific requirements.
Institutional Doctor Accounts: Track engagements with healthcare professionals (HCPs) within the context of an affiliated healthcare organization (HCO). Automatically generate Institutional Doctor (Ins Doc) accounts from affiliation records to save time, reduce manual data entry, and ensure data accuracy. Use refined search to identify accurately Ins Doc accounts.
Intelligent Content: Sales reps can build custom presentations and use interactive presentation tools across their devices to strengthen every interaction. Lead more meaningful sales conversations by accessing presentation materials, visit details, and related records in the same Service Console window. Install the Life Sciences Data Kit to access new email template data streams, mappings, and data model objects.
Deliver Interactive Presentations on the Desktop Site: Field teams can now access the same powerful presentation tools on the desktop site that were previously available only in the Life Sciences Cloud mobile app. To prepare for interactions, field users can create custom presentations, mark favorites, or review recommended presentations for their audience in the content library. During live sessions, field users can highlight content with a laser pointer and drawing tools, capture content ratings, and follow up emailing presentation materials. Dynamic content capabilities work consistently across devices, and presentation engagement tracking remains synchronized so that you can optimize content with each interaction.
Track Provider Engagement Compliance More Efficiently with Automated Updates: Identify an account's compliance cycle status, such as Due Soon, using color-coded indicators. Sales reps can now create a visit for a cycle with just a few clicks. Salesforce automatically marks a cycle as complete when sales reps sumbit their finding for the associated visit. To maintain accurate compliance records, reps can provide a reason when they skip a cycle. Based on template configuration, Salesforce automatically deletes or recreates cycles when sales reps stop or restarts a compliance.
Provide Users with a Consistent Medical Insights Experience on Web and Mobile: Give sales reps faster access to contextual insights by enabling a Medical Insights feed tab in the Life Sciences Commercial web app through a custom UI, bringing the same structured view to both the platforms. Group related insights in a parent-child hierarchy in the Life Sciences Cloud Mobile app. Link goal assignments to a parent medical insight record and use the goal definition you created to populate goal definitions.
Get a Unified View of All Account Activities: Sales reps can now see the complete activity history of a related Institutional Doctor (Ins Doc) on the Healthcare Professional (HCP) and Healthcare Organization (HCO) account pages. Dedicated related lists on the HCP or HCO accounts help Sales reps quickly go to a related Ins Doc account if necessary.
Manage Key Accounts Better with Data Model Objects and Lookup Filters: Consolidate disparate data into a single source of truth for strategic planning with the new Key Account Management data model objects. Quickly find action plan templates to assign to a goal definition by using a lookup filter that restricts the available action plan template versions to those that meet your specificed filter criteria.
Optimize Time Selection for Time-Off Territory: Simplify downtime logging for field reps with a more streamlined workflow and predefined scheduling options. Flexible time-off entry modes, such as time slots and manual date and time entry, help field reps log time faster.
Keep Your Presentation Context in Focus in the Service Console: The presentation player now opens as a subtab instead of a full-page window in the Service Console. Sales reps get a uniform view across the Visit Engagement experience with less page switching and fewer clicks. They can navigate between presentation materials, visit details, and related case or accounts records without closing their active window to deliver a more informed and personalized sales experience.
Provider Engagement Compliance: Support Early Post-Marketing Phase Vigilance (EPPV) and Medical Information Delivery (MID) regulatory requirements by using Agentforce Life Sciences' Provider Engagement Compliance. To establish compliance during new product launches, configure periodic communication cycles. Sales reps can track compliance cycles to make sure that the regulatory requirements are met.
Identify Institutional Doctor Accounts Accurately: To prevent misclassification, Salesforce excludes Institutional Doctor (Ins Doc) records from healthcare organization (HCO) search results by default. Configure a search filter to help sales rep accurately locate Ins Doc accounts. To uphold data governance, restrict sales reps from manually creating Ins Doc accounts or deleting active affiliations.
Conduct Remote Visits with Microsoft Teams (Generally Available): Provide a flexible, secure meeting experience for sales reps and healthcare professionals (HCPs) by using Microsoft Teams as the video conferencing platform for remote visits, now generally available. Automatically generate Microsoft Teams meeting links, send email invitations, and keep calendars in sync when sales reps schedule, update, or cancel remote visits. To reduce friction and align with organizational requirements, HCPs can join remote sessions with their existing Microsoft Teams accounts. Sales reps conduct meetings directly in the Microsoft Teams app, while Life Sciences Customer Engagement manages visit records and captures engagement metrics for the content shared, improving data accuracy and saving your users’ time.
Streamline Provider Engagement Compliance with Templates: Create compliance templates to save time and effort in defining cycles every time you create a compliance plan for an account. Then associate the template with all accounts that require monitoring. When you create a compliance plan for an account, Salesforce generates the account's personalized compliance cycles based on the associated template and the dates of the account's compliance plan.
Update LifeSciConfigRecord Files for New Profile Naming Format: LifeSciConfigRecord metadata files now use human-readable file names instead of org-specific profile IDs for profile-level and user-level configuration records in hierarchical categories. Records that follow the [CategoryName]_[ProfileId or UserId] naming convention, such as those created through the Admin Console, are affected. The assignedTo field on LifeSciConfigRecords with a custom profile assignment also includes a Custom- prefix. These changes prevent duplicate record errors and failed deployments when you move configuration records between orgs.
Manage Home Visits Efficiently with Home Health for Agentforce Life Sciences: Schedule, assign, and manage home visits using Home Health. View patient details alongside clinician availability, skills, and territory on the Dispatcher Console or Account record page to assign visits. Broadcast unassigned visits to available clinicians, and manage recurring and need-based visit schedules. Clinicians can view patient details on the Patient Card, and caregivers can request changes to visits through a self-service portal.
Patient Engagement: Maintain care consistency by restricting task creation during work orders and streamline home visit scheduling with Home Health.
Lightning Types: With Lightning Types, you can define the data structures that drive custom components and structure Agentforce responses. Use these types to customize user interfaces in Agentforce and other supported Salesforce applications for consistent, platform-wide interactions.
Build Mobile Experiences with Custom Lightning Types: The Agentforce Mobile SDK now supports custom Lightning types. Use these types to structure, validate, and display complex agent data in your mobile apps—giving you more control over how information appears to users.
Assign Custom Lightning Types to the Agentforce Mobile SDK: Define custom Lightning types for the Agentforce Mobile SDK to control how agent data is structured and displayed in your mobile apps. Create and manage these types by using the Lightning Types Setup UI.
Preview Lightning Type Components Using Live Preview: You can now use Live Preview to see Lightning web components in real time when building custom UI editors and renderers for Lightning types. With the Salesforce Live Preview extension in VS Code, you can preview and test UI changes directly in your workspace.
Generate Custom Lightning Type Bundles with Agentforce Vibes Skills: Agentforce Vibes now includes a built-in Salesforce skill that helps you generate custom Lightning type metadata faster. It can draft your schema.json and, when you need custom behavior, generate editor.json and renderer.json files for your Lightning web components. This reduces manual setup and helps you configure custom editors and renderers more consistently.
Customize Custom Lightning Type Output with HXL Widgets (Beta): Custom Lightning types now support widgets for output customization, expanding beyond Lightning Web Components (LWCs). Create a renderer UI that works across Salesforce apps and on third-party platforms through the Model Context Protocol (MCP).
Local Dev is Now Live Preview: To better reflect the real-time nature of component, Experience site, and Lightning app previews, Local Dev is now called Live Preview.
Preview Features with Salesforce Release Manager (Beta): With Salesforce Release Manager, your organization can preview and test upcoming features in sandboxes by using the Development (Dev) channel. Salesforce Release Manager accelerates innovation, improves long-term quality, and provides you with greater control over feature consumption. Your feedback helps us improve the feature quality and shape the future of the product.
Load Large Lists Dynamically (Developer Preview): Handle massive amounts of data without slowing down your web browser. Whether you’re showing 50 or 5,000 items, dynamic lists offer a smooth user experience by using virtualization to render items as you scroll.
Improve Encapsulation in Base Components with Internal Method Changes: Salesforce is updating the internal implementation of several base Lightning components to use private methods. This effort aligns with modern web standards and doesn't impact the public API of the base components.
Get Better Right-to-Left Support: Enjoy better right-to-left (RTL) support in Lightning Experience for orgs that use an RTL language like Arabic or Hebrew. Improvements include corrections to a wide range of layout, spacing, icon mirroring, border direction, and text alignment.
Get the Latest LWC Changes with LWC API Version 67.0: Update the API version for your components to take advantage of new features and improvements. Versioning ensures that existing components aren’t affected when Salesforce ships new features, bug fixes, and performance improvements that change existing behavior. Versioning also helps Salesforce deprecate legacy features.
Manage Warranty Claims and Coverage: Seamlessly manage diverse claim-related interactions with AI-driven warranty and goodwill claim summarization, validation, and tracking. By using the Warranty Claims Assistance agent, service reps across original equipment manufacturers and dealerships can quickly address claim inquiries and validate product and parts warranty coverage, enhancing user experience and customer satisfaction.
Manufacturing: Enhance manufacturing operations with expanded capabilities across purchase order and sample management. Advanced analytics with Tableau Next and AI-powered Agentforce templates for warranty claims and sales assistance help partners and manufacturers make faster, data-driven decisions while improving customer experience and operational efficiency. Salesforce Go for Manufacturing now extends to include Tableau Next Analytics and the Distributor Management System, delivering a more streamlined, guided setup experience that accelerates time to value.
Marketing Cloud Next: Marketing Cloud Next (also known as Agentforce Marketing) offers a number of updates in Summer ’26. Changes include Rich Communication Services (RCS) channel support, enhancements to business units, streamlined list-based email sends, and improved content and personalization tools. Plus, agent templates are now available in the Agentforce Builder to help your team identify buying groups, and create and execute campaigns.
Marketing Cloud Engagement: In Summer ’26, we updated some features for Marketing Cloud Engagement and improved connectivity in Marketing Cloud Engagement+. Highlights include new functionality support on Journey Dashboards, messaging capabilities, and AI agent integration.
Archived Release Notes: Marketing Cloud Engagement release notes from Spring ’24 and earlier are available for PDF download. To find updates from Summer ’24 through our last release, select a release from the dropdown menu in the toolbar.
Marketing: Personalize every moment of engagement across the customer lifecycle and drive growth for your business with the latest marketing features and enhancements from Salesforce.
Upload DLT Templates to Send SMS Messages in India: To send SMS messages in India and adhere to Telecom Regulatory Authority of India (TRAI) regulations, upload Distributed Ledger Technology (DLT) templates to Marketing Cloud Next. Reduce spam and improve message deliverability, ensuring your SMS campaigns in India reach customers without delay.
Act on Marketing Insights Faster with Agentforce: Use AI-powered analytics and proactive alerts to monitor campaign performance and optimize results in your daily workflow. Ask data questions with Tableau Next Analytics, track pacing with Tableau Next Inspector, and optimize paid media directly in Slack across channels like LinkedIn and Snapchat.
Explore Customer Journeys and Performance with Smarter Dashboards: Visualize how customers move across channels, identify high-performing paths to conversion, and enhance dashboards with AI-generated campaign summaries that update automatically with your filters.
Unlock Deeper Insights with Improved Data Management: Gain greater control, visibility, and efficiency across your marketing data with streamlined connections, automated pipelines, and deeper insights into data quality and customer journeys.
Marketing Intelligence: Marketing Intelligence now delivers more control and visibility in Summer '26 by unifying all your marketing data in a single framework. Gain AI-powered analysis and proactive recommendations with Agentforce, track customer journeys with enhanced dashboards, and unify attribution across channels to align marketing goals with predictive analytics. These updates provide a complete, integrated view of performance to help you optimize campaigns and measure ROI more efficiently.
Unify Your Marketing Data for Complete Performance Visibility: Bring paid media, owned channels, and CRM insights together in a single intelligence framework. Analyze attribution models, track pipeline impact, and understand how marketing drives revenue without manual data stitching.
Marketing Cloud Account Engagement: Take advantage of next-gen features in Marketing Cloud Account Engagement, including better email management, simplified consent syncing, and a new way to view engagement activity directly on Opportunity Records.
Simplify Consent Management Between Marketing Products: Keep your customers' communication preferences consistent and compliant by syncing consent data between Marketing Cloud Account Engagement and Marketing Cloud Next. Start by mapping static public lists in Account Engagement to subscriptions in Marketing Cloud Next. When a customer’s preference changes in one product, their status in the other product updates automatically.
View Engagement Activity on Opportunity Records: Quickly access engagement data associated with a deal. Add a Unified Engagement History dashboard to the Opportunity record to visualize how contacts are interacting with your emails, forms, and page views.
Manage Email More Effectively: Access new email capabilities in Marketing Cloud Next, including carbon copy (CC) recipients and archiving. Adding CC recipients helps you keep colleagues looped into business exchanges, while email archiving provides a more cost-effective way of keeping records of your sends.
Sync All Campaign Members with One Click: Use the Refresh Sync button to quickly sync all prospects for all of your connected campaigns at the same time. Business units with fewer than 500,000 prospects and 2,500 connected campaigns can refresh the sync every 7 days.
Disable Open and Click Tracking: To support evolving tracking and privacy regulations in the EU, you can now control whether email opens or clicks are tracked in the emails you send. Four email tracking settings are now available on the Account Engagement Settings page for each business unit. Choose whether to enable or disable tracking on opens, implied opens, links, or advanced metrics.
Manage Consent with More Flexibility: Marketers can now map consent from Marketing Cloud Engagement lists and publication lists to communication subscriptions in Marketing Cloud Next. After you map the lists, a subscriber’s status syncs each time that they update their consent. This change enables you to maintain compliance when you send messages from either app.
Publish Preference Pages for Different Audiences: Create and publish independent preference pages that are tailored to specific target audiences. Marketers can select the preference page URL as a merge field to make sure that recipients see only relevant subscriptions. This update preserves distinct brand identities for separate business units or customer segments.
Filter and Organize Your Journeys More Efficiently: Marketers can now select multiple journeys on the dashboard and move them into folders or subfolders all at the same time. We also added a Campaigns filter so that users can quickly find journeys based on their campaign associations.
Explore New AI Capabilities: Expand your AI options by integrating your LLM with the Model Context Protocol (MCP) server.
Organize Your Journeys and Enhance Performance: Improve journey performance with new configuration recommendations, and manage your journeys more efficiently by using bulk selection on the Journey Dashboard.
Other Features: Learn about other changes that we made in Summer ’26.
Unify SMS Messaging and Consent for Marketing Cloud Next: The United States and Canada SMS short and long codes that you use in Marketing Cloud Engagement are now supported for next-gen messaging. Marketers can also map consent across apps to sync the subscriber’s status and help maintain compliance.
Optimize WhatsApp Campaigns with Ad Tracking and In-Chat Payments: Close deals quickly and accurately measure ad spend effectiveness with new WhatsApp integration capabilities. You can now automatically track inbound WhatsApp conversations from your Meta ads and send payment options to customers in India directly within a chat.
Share Engagement SMS Codes with Marketing Cloud Next: You can now use your existing United States and Canada SMS short codes and long codes in Marketing Cloud Next. Reprocuring them is no longer necessary, so you can unify your messaging strategy and manage outbound and inbound traffic for both Journey Builder and Flow Builder from a single code.
Build Media Proposals Faster with Ad Proposal Agent: Accelerate the sales journey from research to a finalized presentation in a single workflow with an AI agent. Your account executives can use the agent to summarize opportunities, find matching products, and generate media proposals. Also, the agent creates pitch decks directly from library templates.
Migrate Ad Targeting Data with Data Processing Engine Templates (Beta): Eliminate manual data loading and fragile custom scripts when handling data migrations for ad targeting. Use the built-in Data Processing Engine templates to export and import ad targeting configurations between environments.
Check Inventory Across Multiple Ad Servers: Query multiple ad servers simultaneously for a comprehensive view of available inventory. By routing requests through an orchestration service, your users receive accurate inventory data across all integrated platforms. This update enables separate named credentials for availability API per ad server record.
Persist Line Item Updates Across Tabs: Preserve your line item configuration changes automatically when switching between tabs. An auto-save triggers whenever you navigate away from a tab with unsaved updates. Your changes save across all tabs automatically.
Debug Failures with New Detailed Error Logs: Identify the root cause of failed asynchronous jobs and quickly resolve issues by using new error object records. When operations such as Check Avails, Apply Media Plan Template, Amend Media Plan, and Copy Media Plan fail, the system now generates detailed error and warning logs. Review these records to spot missing ad server links, field-level security (FLS) access issues, and generic exceptions instantly.
Improve Media Planning Efficiency with Bulk Actions in Advertising Sales Management: Optimize your campaign workflows with the new bulk update capabilities in the media planning grid. Media planners can now select and update multiple line items simultaneously. By eliminating tedious, line-by-line configurations, this feature reduces manual effort, enabling your sales reps to finalize media plans quickly and with greater accuracy.
Media: Run integrated media campaigns faster by managing television, radio, and digital placements within a single interface. Boost sales productivity with AI agents that create ad proposals, and generate proposal pitch decks. Standardize campaign reach with bulk targeting and frequency caps. Capture subscription market share with configurable promotions for your B2B and B2C markets and new B2C cart-based features. Streamline data management and system observability by using built-in definitions for the Data Processing Engine and dynamic named credentials.
Media Planning for Linear Media Products: Manage television, radio, and digital placements within a single interface to simplify complex media strategies. Planners can now handle linear inventory, pricing, and scheduling alongside digital assets in Advertising Sales Management. This consolidated view helps your sales reps run multichannel campaigns faster and reduces the risk of pricing discrepancies across platforms.
Manage Pricing for Linear Media Placements with Rate Cards: Use centralized rate cards to define base prices and metrics across television channels, radio channels, and stations. Customize base rate cards by using linear media attributes such as spot length, ad break position, and day of the week. Pricing admins can also set custom criteria to tune pricing precisely to your advertising strategies.
Create Converged Media Plans with Demo Ratings: Help your media planners design television and radio campaigns by using projected ratings data stored directly on quote line items. Configure custom calculations to show clients how ad inventory meets audience objectives for reach, Gross Rating Points, and custom metrics. This addition simplifies the planning process by centralizing audience data that users previously managed in external spreadsheets.
Schedule Television and Radio Ad Spots with the Spot Calendar: Use the spot calendar to distribute television and radio advertisements across daily, weekly, or broadcast periods. Your sales reps can manually override distributions to balance spots across the campaign flight. Sales reps can export current distributions to share with external partners or for offline review. This tool includes built-in validations to prevent scheduling errors and maintain accurate spot counts throughout the media plan.
Media Features Released by Month: Media features and changes are released on a monthly basis. Check this page for the latest releases.
Maximize Revenue with Term-Based Subscriptions: Add term-based subscription products, such as a 12-month analytic or measurement service, to your media plans. Configure subscription details such as term length, billing frequency, and sales rate, and then generate quotes and orders. Retail media networks can now offer supplemental services through term-based subscriptions.
Customize Media Pricing Logic by Using Procedure Plans: Define execution steps for your media products by using Apex hooks and conditional rules. These plans integrate with existing pricing procedures to give you precise control over complex calculation logic. This dedicated framework helps you automate complex pricing sequences without overwriting existing logic.
Streamline Advertising and Subscriber Management Setup: Discover and configure your new media and subscriber features faster with Salesforce Go. Save time by configuring your AI agents for ad proposals from a single location in Setup. Also, discover new capabilities for linear media planning and subscriber lifecycle management directly within this space.
Capture Subscription Market Share with B2C Sales Features: Capitalize on the growing subscription market by using a cart-based sales journey designed for residential and small business users. Increase your revenue by offering configurable promotions. The API-first cartto- asset experience provides a digital interface where anonymous shoppers can easily find, configure, and purchase products. Simply assign the Consumer Sales User permission set to grant your sales reps precise access to the required Connect REST APIs and objects.
Close Deals Faster with Configurable Promotions and Coupons: Give your sales reps the flexibility to apply tailored promotions and manual coupons directly within the configurator or Sales Transaction Line Editor. You can easily define eligibility and duration to make sure that the best offers reach the right customers. Apply promotions directly to quotes, orders, amendments, and renewals. Promotions applied to a quote automatically carry over during order generation.
Subscription Lifecycle Management: Capture subscription market share across your B2B and B2C markets by using configurable promotions and new B2C cart-based features. Make sure that the best offers reach the right customers by applying tailored promotions and manual coupons directly in the configurator or Sales Transaction Line Editor. Provide anonymous shoppers with an API-first cart-to-asset experience to capitalize on the growing subscription market.
Manage Quotes and Orders with the Enhanced Line Editor: Improve visibility with the streamlined, single-grid layout and the clean, spreadsheet-like interface in the Sales Transaction Line Editor. Sales reps can filter and sort quote and order lines, and use a side panel to view details and apply promotions. If you’ve implemented the configuration for the line editor before Summer '26, we recommend by using the Sales Transaction Line Editor on the quote and order record page.
Streamline Subscriber-Based Quoting and Ordering: Align with subscriber business requirements by enabling the subscriber-based quoting and ordering settings. Boost sales rep efficiency by automating subscriber data entry, applying offers to subscriber groups, and generating multiple orders from a single quote. Streamline your quoting and ordering workflows by enabling sales reps to add subscriber data through automated CSV file uploads or manual entry quickly. Assign products to the entire subscriber selections simultaneously from the product catalog page. Boost performance by applying offers to subscriber groups in a single representation. This capability removes the requirement to clone offers for every individual subscriber. Increase efficiency by automating the creation of multiple orders from a single quote. Use specific criteria like subscribers, fields, or group to make sure that every transaction is accurate and tailored to your business.
Apply Promotions to Cart in Consumer Sales to Boost Sales: Boost sales by integrating Global Promotions Management (GPM) with the consumer sales API suite. Easily configure promotion details, including type, duration, and eligibility, and add coupons for manual promotions. This enhancement provides consistent promotion and discount details from the cart through to the finalized order and asset during assetization. Your sales team has the flexibility to close every deal with the best offer.
Mark Abandoned Messaging Sessions Inactive: Configure a timeout for conversations that customers abandon by closing their browser or tab, navigating away from the page, or losing their connection. Abandoned messaging sessions are marked inactive and removed from agent queues, helping service reps focus on active customer conversations.
Finish Wrap-Up Work After a Transfer: Give your service reps the time they need to log notes or update records after transferring a conversation. To permit After Conversation Work (ACW) for transfers, configure the Enhanced Conversation component to keep messaging tabs active after a handoff instead of closing automatically.
Bring Your Own Bot: Improve the experience for reps and messaging end users by exploring the latest enhancements and updates for Bring Your Own Bot (BYOB) for Messaging.
Bring Your Own Channel: Improve the experience for reps and messaging end users by exploring the latest enhancements and updates for Bring Your Own Channel for Messaging and Bring Your Own Channel for Contact Center as a Service (CCaaS).
Give Reps After Conversation Work Time Following a Transfer: Give your service reps the time they need to log notes or update records after transferring a conversation. To permit After Conversation Work (ACW) for transfers, configure the Enhanced Conversation component to keep messaging tabs active after a handoff instead of closing automatically.
Increase Transparency with AI Response Citations: Build trust in AI-generated responses by providing source references in your Bring Your Own Channel outbound messages. Messaging end users can now verify Agentforce Service Agent's answers against knowledge articles or other sources directly within your custom UI. With source links and character offsets in the outbound message payload, partners can render inline markers or a dedicated sources section.
Free Rep Capacity by Closing Agent Work Programmatically: Prevent work items from being stranded and ensure customer conversations are handled promptly by using a server-side API to close agent work items in Bring Your Own Channel. Previously closing agent work was possible with client-side mechanisms only. This new API frees up rep capacity by inactivating Messaging sessions or skipping After Conversation Work (ACW) if a rep loses connection or closes their browser during a conversation.
Integrate External Third-party Bots with Enhanced Messaging Channels: Scale your service operations by integrating your preferred external third-party bots directly with Salesforce Enhanced Messaging channels. Bring Your Own Bot (BYOB) APIs in Interaction Service enable real-time conversations between a third-party bot and an end-user on the Service Cloud platform, ensuring a unified service experience for both end-user and service reps.
Monitor and Cancel Bot Conversation and Conference Transfers: Updated transfer pages now display the specific routing destination queue name during agent-to-human transfers and conference invitations. The page also displays the number of available agents. Your users can cancel a transfer or conference request directly from the dialogue box. Clear error messages guide your users if a cancellation request fails, ensuring they stay informed throughout the routing process.
Messaging: Explore the latest enhancements that empower reps and supervisors to more efficiently and effectively resolve customer issues over Messaging channels.
Translate Structured Chat Messages Inline: Translate structured messages in chat into your preferred language using automatic translation. When the system detects a different language, a translation prompt appears to convert the text instantly. Your service reps can seamlessly toggle back to the original text at any time. Unlike text messages, structured messages are not translated at the time of sending. They are sent in the language configured by the admin in the organisation. On the conversation transcript, the content is translated into the reps or end user’s language for viewing.
Translate Enhanced Chat Sessions with the Messaging User Language Field: Your support reps can now handle multilingual conversations more accurately by routing translation settings through the Messaging User Language field. The translation component automatically detects and applies the language specified in this field, even if the user sends messages in a different language. If a user requests a switch to another language, reps can update the field directly on the record and refresh the component to continue translating in the new language. This update ensures that your reps always have the correct context and translation tools available during active chat sessions.
Process India Payments Seamlessly in WhatsApp Conversations: You can now process your payments securely and seamlessly in a WhatsApp conversation with your customer. The Payment Messaging component now supports WhatsApp. Service reps can send secure, direct payment requests to customers. Customers can complete the transaction instantly without leaving the conversation, boosting your conversion, and creating a better customer experience.
Elevate the WhatsApp Chat Experience with Tap-Back Reactions and Message Replies: Build trust with your customers by offering the standard WhatsApp features they expect. Service reps now see the emoji reactions that customers add to messages, and when a customer replies to a specific message, reps see that reply tethered to the original message it responds to. Reps get the context they need to provide faster, more personalized support.
See When Customers View Your WhatsApp Messages: Build trust and efficiency with read receipts for Enhanced WhatsApp channels. Your service reps and customers now get confirmation when their messages are viewed, which creates a more transparent conversation.
Show Real-Time Typing Indicators to Customers: Give your customers the conversational experience they expect. A typing indicator now appears when a service rep composes a message in a WhatsApp session, so customers know a reply is on the way.
Embed External Web Apps in Salesforce with Micro-Frontends (Developer Preview): Embed existing React, Angular, Vue, or JavaScript web apps in Salesforce pages without rewriting them. Micro-Frontend (MFE) runs your web app in a secure, sandboxed iframe with built-in communication, and lets you deploy updates independently of Salesforce releases.
Apply Brand Theming to Embedded MFE Widgets (Developer Preview): Keep embedded widgets visually consistent with your brand. Propagate design tokens into sandboxed iframes using standard CSS custom properties without additional JavaScript wiring inside the widget.
Migrate your Standard Volume Platform Events to High Volume Platform Events: Starting in Winter ‘27, Salesforce no longer supports standard volume platform events. To help you transition your standard volume platform events to high volume platform events, Salesforce has created a migration tool. If you don’t run the migration tool, your standard volume platform events won’t be migrated to high volume platform events. You can use either the Tooling API or the Metadata API to run the migration, which typically takes about 10–15 minutes to complete, but may run for as long as 24 hours in rare situations. Before starting a migration, first ensure that all publish activity has stopped and all subscribers, including triggers and flows, are done processing. While the migration is running, publishes won’t work and you’ll be unable to create new triggers or flows until the migration finishes. You will receive an email once the migration is complete.
Analyze B2B Marketing Impact with Ready-to-Use Dashboards: 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.
Build and Manage Effective Campaigns: Improve campaign performance and team productivity with AI-driven automation, collaborative Slack integration, and enhanced messaging. Accelerate workflows by using new Agentforce templates and flow templates, and increase subscriber engagement with branded virtual contact cards and rich MMS messages.
Drive Sales with Automated Marketing Tools: Boost conversions by using custom-built marketing triggers for key user behaviors and events. In India, you can further drive results by sending integrated payment links directly within WhatsApp chats. You can also include promotional offers directly in your email content.
Create and Design Content with Ease: Get more control over how your marketing content looks, reads, and reaches global audiences. Strengthen brand consistency with custom web fonts, go multilingual with content variants, and tap into live Salesforce data for deeper personalization. Plus, capture web tracking consent with customizable banners in Salesforce CMS and expand your reach with plain text email support.
Skip the Wait When Sending Emails to Contact and Lead Lists: Send promotional, transactional, or relational emails to your Contact and Lead lists without the extra processing step it used to require. Previously, sending emails from lists required creating a Data 360 segment, which introduced delays and occasional failed sends. The redesigned List Sends experience also brings the initial message configuration and audience selection steps into a single page. Design your message without clicking through separate pages or losing your place.
Elevate Your Messaging with Rich Communication Services: Add Rich Communication Services (RCS) to your multichannel marketing strategy to deliver interactive, branded mobile experiences to your customers. After you configure RCS and verify your sender identities, marketers can use the RCS Message content type in Salesforce CMS to build high-engagement messages featuring text, media, rich cards, and interactive suggestions.
Align Marketing and Sales Teams: Identify buying groups and nurture opportunities with the new Agentforce Account Nurturing Agent. Maintain tone, voice, and brand consistency with enhancements to Distributed Marketing and Alerts. Plus, sales users can use the new Distributed Marketing Agent to find the right email templates and get engagement insights on distributed messages.
Build and Grow Your Audience: Now it’s easier than ever to create signup forms for your marketing channels with an out-of-the-box flow template that offers a guided setup. Plus, marketers can now target specific people and bypass complex segment logic by creating actionable lists.
Scale and Manage Your Marketing Operations: Marketing admins can now manage a growing business and marketers can make content from one business unit available to others with these updates that we’re releasing for Summer ’26.
View Marketing Engagement on Opportunity Records: Monitor how contacts who are related to an opportunity have interacted with your marketing campaign assets—directly from the opportunity record. Sales reps can use this Unified Engagement History dashboard to visualize data related to emails, forms, and page views.
Mobile: Agentforce Voice is now generally available for integration in your mobile apps with the Agentforce Mobile SDK. The Salesforce mobile app now supports AI-powered meeting transcriptions. Enjoy improved project management in Mobile Publisher.
Complete Tasks Directly from Custom Phone Notifications (Generally Available): Improve user productivity by adding buttons to custom push notifications. With actionable notifications, users can react to business changes in real time without leaving their mobile device’s notification center or lock screen. For example, a user can accept a lead, approve a discount, or snooze a task for later, all with a single tap.
Use the Login for Admin Option in the Salesforce Mobile App for Secure Access: Meet new security requirements with ease using the Login for Admin option in the Salesforce mobile app. This new menu option enables phishing-resistant multi-factor authentication (MFA) by using advanced, browser-based authentication. When you log in as an admin, you can use passkeys: the fastest and most secure way to access your org. Simply enter your username, and the app prompts you to verify your identity with a passkey or password.
Integrate Agentforce into Your Mobile Apps Using React Native: Deploy intelligent agents to both iOS and Android from a single project using the Agentforce Mobile SDK for React Native. You can incorporate Salesforce data and actions into your cross-platform apps without writing separate native code for each environment. Choose between a customizable chat interface or a background process to meet your specific business requirements
Add Voice to Your Mobile App with Agentforce Voice: Agentforce Voice is now generally available, and with the Agentforce Mobile SDK, you can embed a full voice-to-voice AI agent experience directly into any iOS or Android app. Rather than routing customers through a phone system, your mobile app users can tap a button and speak naturally to an agent that understands their intent, takes action on live data, and hands off to a human with full context when needed.
Customize Agentforce Mobile Experiences (Beta): The Mobile Builder for Agentforce gives you a dedicated interface to customize layouts, format response displays, and optimize how users see Agentforce interactions. Configure the mobile experience one time, and all users see a consistent, professionally designed interface that aligns with your organization's needs. Configured responses are available in the Salesforce mobile app and external apps that use the Agentforce Mobile SDK.
Salesforce Mobile App: Boost your team's productivity on the go with new mobile features that simplify your workday, from a faster email-based login to a redesigned, central home page for easy access to your most important data. You can now act on business changes instantly with one-tap push notifications and use AI-powered transcription to automatically capture meeting notes and follow-up tasks. These updates significantly reduce manual data entry and admin overhead, leaving you more time to focus on your clients.
Customize Agentforce Mobile Responses with Lightning Types: Define custom JSON structures for agent actions to return data that your mobile app can process and display using custom Lightning types. The Agentforce Mobile SDK now supports these types via platform-native overrides (SwiftUI and Jetpack Compose) or mobile-optimized Lightning Web Components, enabling you to build both custom renderers and input editors. This flexibility ensures your users interact with accurate, structured data through a high-performance interface tailored to your specific mobile requirements.
General Mobile Updates: Agentforce Voice is now generally available for integration into your mobile apps with the Agentforce Mobile SDK. React Native is now supported in the Agentforce Mobile SDK, alongside native iOS and Android.
Customize Your Mobile App Home Page (Beta): Give your users a fresh, personalized home page experience in the Salesforce Mobile App. While the old home page allowed for individual end-user customization, this new version grants you full administrative control to configure and manage the layout centrally. Your users can now see their most important information at a glance with cards for Pinned Reports, Recents, Favorites, My Calendar, Salesforce Events, and Tasks.
Experience a Refreshed UI with Liquid Glass in the Salesforce Mobile App: Experience a modernized aesthetic with Apple’s Liquid Glass UI system, now integrated into the Salesforce mobile app for iOS 26 while maintaining seamless backward compatibility with iOS 18. This update ensures a cohesive visual identity through a redesigned app icon and a simplified navigation bar that preserves full functionality across all supported operating systems. Additionally, the search function is now conveniently located next to the bottom tab bar, and navigation branding has been optimized to support new large title formats.
Capture Post-Meeting Insights with Voice Notes: Capture critical, post-meeting context on the go with Post-Meeting Voice Notes in the Salesforce mobile app. This feature allows you to record a quick voice note immediately after any meeting that wasn’t transcribed. Because it’s a single-user feature, there’s no need for verbal consent workflows. The app automatically attributes the audio to the logged-in user and handles transcription entirely on-device, syncing the text directly to Einstein Conversation Insights.
Mobile Features Released by Month: Some Mobile features and changes release as often as monthly, so check back again for the latest updates. The Summer '26 release includes updates through July 2026.
Notifications: Boost user productivity by adding action buttons to custom push notifications, allowing users to handle tasks like approving requests or accepting leads directly from their lock screen. With this update, you can now send these alerts via Apex and include them in managed packages, making it easier than ever to scale real-time business workflows.
Mobile Publisher: Keep your app projects organized and up to date by renaming or archiving them to ensure you're always focused on your current priorities. You can also speed up the approval process in the App Store and Google Play by easily adding required privacy explanations for features like camera and location access. These updates make it simpler to manage your Mobile Publisher projects while getting your branded apps into users' hands even faster.
Manage Your Mobile App Projects with Rename and Archive: Keep your mobile app development organized by easily managing your project list. You can now rename existing projects to better reflect their purpose or archive projects that are no longer in active use, ensuring your workspace remains focused on current priorities.
Speed Up App Store and Google Play Approvals with Salesforce Mobile App Permission: Get your branded Salesforce mobile apps into users' hands faster with the expansion of App Permissions for Device Capabilities. Previously available only for Experience Cloud apps, these customizable permission settings are now available for the Salesforce mobile app. By providing clear justifications for device access, such as Camera, Photos, and Location, directly in your Mobile Publisher project, you ensure compliance with the latest Apple and Google privacy guidelines, reducing the risk of app rejections.
Build Native Mobile Apps Faster with Mobile Procode Skills: Describe the app that you want in natural language, then build production-quality native iOS and Android apps on the Salesforce Mobile SDK and Agentforce SDK. Mobile Procode Skills are reusable AI agent capabilities that scaffold a new app, configure authentication, set up offline storage and sync, and add features such as biometric login and an Agentforce chat panel. Use the skills in AI coding environments such as Agentforce Vibes, Claude Code, and Cursor, so that you can focus on building features instead of wiring up infrastructure.
Elevate In-Person Meetings with Mobile AI Transcription: Focus entirely on your client with secure, AI-powered mobile transcription that automatically captures and syncs confidential in-person meeting notes to Salesforce, eliminating tedious manual data entry. After your meeting, once your data is synced, Einstein Conversation Insights creates summaries and highlights important details like customer concerns or mentions of competitors. It also helps you stay organized by setting up follow-up tasks and personalizing your outreach.
View Tableau Next Dashboards Anywhere on Mobile: Monitor Tableau Next dashboards from your mobile device to stay connected to data in the field or on the go. This update offers a responsive user interface that minimizes the need for a desktop while upholding existing enterprise security protocols.
Log In to the Salesforce Mobile App with Email by Default: Salesforce mobile app now defaults to email-based authentication to minimize login friction and decrease administrative overhead. By prioritizing email authentication, your login experience is more streamlined, letting you access your data faster.
MuleSoft: Use the MuleSoft Anypoint Platform suite of products to connect and integrate apps, systems, and data across your enterprise. Streamline operations by building and automating processes with clicks instead of code.
Net Zero: Reduce manual effort by using automated data filling rules to proactively estimate energy use for stationary assets. Better align your carbon accounting with global greenhouse gas (GHG) protocols by applying market mechanisms directly to total CO2e values. Discover and set up Disclosure and Compliance Hub and discover other Net Zero features from a single location in Setup with Salesforce Go.
Generate Estimated Energy Use Records by Intelligently Managing Data Gaps: Reduce manual effort by using automated data gap filling rules to create energy use records for stationary assets. Set specific asset criteria and select predefined fill logic methods to generate estimated data in advance. Add proactive estimation capabilities to existing gap-filling activities to maintain data completeness. Prioritize actual usage data over placeholders so that your final reports are based on the most reliable facts.
Improve Accuracy of Market-Based Emissions Calculations: Adjust your carbon accounting to better align with greenhouse gas (GHG) protocol interpretations and guidance for sustainability reporting by replacing manual data mapping with automated ingestion. To better comply with global standards, apply market mechanisms, such as renewable energy certificates, only against the total CO2e value without changing specific component gas calculations. This approach replaces the previous method of deriving scope 2 location and market-based emissions from individual component gases, such as CO2, CH4, and N2O. To update emissions that were calculated with the previous method, click Recalculate on your footprint records.
Simplify Feature Discovery and Setup: With Salesforce Go, you can discover, set up, and configure Disclosure and Compliance Hub features and discover additional Net Zero features from a single location in Setup. Learn more about features and get help with configuration by accessing content resources and links.
Nonprofits: Learn about the latest features from Agentforce Nonprofit that boost productivity throughout your organization. Support fundraising, programs, grantmaking, outcomes, and volunteers with the latest CRM capabilities.
Updated Feature for Grants Management Managed Package: Verify nonprofit tax status with a modernized API integration. The Grants Management tax status search glossary now protects the stability of your due diligence tools by using the latest direct-to-provider API model. This new system provides a more efficient way to get essential compliance data. Your users retain the same familiar experience while benefiting from a more secure and sustainable technical architecture.
Verify Nonprofit Tax Status with a Modernized API Integration: The Grants Management tax status search glossary now protects the stability of your due diligence tools by using the latest direct-to-provider API model. This new system provides a more efficient way to get essential compliance data. Your users retain the same familiar experience while benefiting from a more secure and sustainable technical architecture.
Simplify Feature Discovery and Setup: Discover, set up, and configure Fundraising, Program Management, and Case Management features from a single location in Setup. Use Salesforce Go to track all feature usage from this centralized hub. You can also learn more about specific features and get help with configuration. Simply access the provided content resources and links to get started.
Cancel and Return Orders Without Disrupting Fulfillment Plans: Cancel digital items or return physical items from your orchestrated orders while keeping fulfillment plans intact. With new flows for Order Management, you can freeze a plan, cancel digital line items that haven't reached the point of no return, and process returns for physical items. After reconciliation, the plan is automatically updated and unfrozen. If you abandon a cancellation midway, use the unfreeze flow to recover and resume normal operations.
Chatter is Turned Off by Default on New Orgs: Chatter is turned off by default in all new orgs. For any features in these orgs that require access to Chatter functionality or the Chatter APIs, turn on Chatter.
Address Fulfillment Disruptions with Agentforce: Manage location exclusions and order rerouting through a conversational interface. Your reps can now use a single text prompt to block specific locations for a set time and reroute orders. Reduce the need to manually update routing logic via flows so that your reps can respond faster to supply chain issues.
Use Custom Routing Rule Logic for Delivery Estimations: Provide customers with more accurate delivery estimations by using your store’s custom routing logic to calculate estimation. Assign a routing rule group as the routing logic, and delivery estimations use that logic when determining the shipping time.
Protect Customer Deliveries with Order Disruption Insights in Slack: Act on Agentforce order disruption insights directly from Slack without switching to the Salesforce dashboard. The Salesforce Order Management app delivers the top five insights to your designated Slack channel to help you respond faster and protect customer delivery promises.
Manage Physical and Digital Products in a Unified Order View: Bring physical logistics and digital orchestration together in one order summary by integrating Order Management with Dynamic Revenue Orchestrator (DRO). Your service agents and fulfillment teams can track fulfillment for orders that contain physical items and digital line items without switching systems.
Manage Order Routing Logic with UI-Based Rules: Update routing and fulfillment logic directly in the UI and reduce lengthy, manual updates in Salesforce Flow. Create a rule group and add either custom rules or preconfigured rules: inventory availability, location proximity, overstock, and split optimization. Add weights to the rules in your group for greater routing customization.
Salesforce Order Management: Modify and customize routing logic through agents and UI-based rule groups. Receive tailored suggestions for your org from the Order Management agent. Provide more accurate delivery estimations to more users.
Mitigate Supply Chain Issues with Proactive Fulfillment Alerts: Manage supply chain disruptions before they impact your customers. Agentforce continuously monitors your orders to flag at-risk locations so that you can intervene early. Get recommended changes to your order routing logic to help fix the root causes of order disruption. With proactive alerts, reduce last-minute fixes, save your reps’ time on exception handling, and protect your customer delivery promises.
Get Insight into Order Routing: View the details of order routing and location selection on the new Routing Explanation panel of the fulfillment order page. The explanation panel provides a breakdown of a location’s scores and why it was selected.
Compare Simulations of Routing Rule Groups to Optimize Fulfillment: Simulate how your order history would’ve performed under the conditions of a different rule group, and compare that simulation to the actual order routing. Run multiple simulations to compare various routing groups, and use the simulated data to choose the rule group that performs best.
Routing: Save time and effort by automatically routing work items with Omni-Channel. Take advantage of the latest features to achieve optimal results.
Transfer Your Salesforce Voice Agentforce Agent Conversations to a Service Rep in Agentforce Contact Centers: Make sure that your customers always get the help they need by escalating complex issues from an AI agent to a service rep in Salesforce Voice channels. By using the Escalation topic and an outbound Omni-Channel flow, your Agentforce agents can now easily route Salesforce Voice conversations along with their full history to the right destination. Agentforce Contact Centers in the Salesforce Voice (Native Telephony) model now fully support these escalation capabilities.
Customize Your Supervisor Experience with Command Center for Service V2: Transform how your supervisors monitor contact center operations. Build custom layouts that display real-time and historical metrics side-by-side with other Lightning App Builder components. Command Center for Service V2 introduces a flexible and modular workspace that you can configure using the Lightning App Builder.
Connect Your Users to AI Agents and Enhanced Bots Faster: Eliminate unnecessary communication steps when routing to bots to make routing more efficient. Conversations now skip the pending service request process and move directly to an accepted state. Your users receive immediate responses because bots join conversations without waiting for synchronous confirmation.
Route Work Based on Original Request Date: Prioritize work items based on when they were first requested instead of when they entered a queue. Use original record timestamps to keep older tasks at the front of the queue. This helps you prioritize transferred work items or callback retries based on their initial request time.
Filter by Team in Command Center for Service V2: Use the Teams filter in Command Center for Service V2 to narrow your views by team. Available in any Command Center for Service V2 Live Cards and In-Progress Work component that supports filtering, supervisors can use it to focus on segments like Tier 1 Support, Escalations, or Sales.
Monitor Customer Sentiment in the In-Progress Work Component: View real-time customer sentiment in the In-Progress Work component with the User Sentiment column. Supervisors can quickly identify interactions requiring attention by viewing sentiment indicators (Positive, Neutral, or Negative) alongside active work items.
Control Queue Access for Superiors in the Role Hierarchy: To better control record sharing, use the Grant Access Using Hierarchies setting on queues to choose whether records shared with queue members are also shared with their superiors. Previously, superiors were always added to queues by default and often received too many email notifications.
Schedule Work Items to Route at a Specific Date and Time: You can now set a specific date and time for work items to to be routed in the future instead of adding them immediately to the routing backlog. This change helps your teams manage callbacks and follow-ups by matching work with available reps only when the scheduled time passes. Supervisors can also track these scheduled items directly within the Command Center for Service backlog.
Standard Omni-Channel Is Scheduled for Retirement: Standard Omni-Channel is scheduled for retirement in Summer ‘26. To make sure that your users maintain their routing workflows and gain access to the latest features, Salesforce automatically upgrades your org to Enhanced Omni-Channel during the Summer ‘26 rollout.
Monitor Wait Time and Presence Status with Live Cards: Track customer wait times and service rep availability with Live Card metrics in Command Center for Service V2. Use Wait Time to see wait times of all work items in the backlog and Presence Status to understand count of service reps with the indicated presence status.
Omnistudio: Omnistudio provides a comprehensive, low-code suite of services and components, designed to build engaging, industry-specific digital experiences. It accelerates the path from development to production, enabling you to create guided customer interactions by using data from Salesforce and external sources.
Omnistudio for Industries: Many Industries products include access to Omnistudio features. Use these features to extend and customize your product based on your business needs.
Omnistudio Minor Releases: Find out about bug fixes, minor updates, and known issues about Omnistudio made after Summer '25 and before Winter '26.
Tableau Next Apps for Manufacturing: Accelerate decision-making across manufacturing operations with Tableau Next Apps. Manufacturing Insights and Service Revenue Analytics deliver data-driven dashboards that provide clear visibility into sales agreement performance and service revenue streams through embedded analytics. Identify revenue gaps, monitor performance trends, and enable faster, more informed financial and operational decisions.
Accessibility Enhancements in Omnistudio: Deliver more inclusive digital experiences with comprehensive accessibility, usability, and consistency enhancements across Omnistudio runtime components. These updates follow Web Content Accessibility Guidelines (WCAG) 2.0 best practices to improve navigation for screen reader and keyboard users.
Invoke Autolaunched Flows in Omnistudio Flexcards (Pilot): Streamline your development process and use existing or new autolaunched flows in Flexcards. Reuse existing business logic by using autolaunched flows as a native data source in Flexcards, bringing the power of Flow’s background automation to your digital experiences.
Optimize Implementation Consistency with Data Mapper Versioning: Manage different versions of your Data Mappers by enabling versioning. It activates existing standard Data Mappers as version 1 and locks active components to maintain consistency across your implementations. You can create new versions to make changes rather than editing active components, keeping Data Mappers consistent with other Omnistudio components. By default, Data Mapper versioning is disabled.
Resume Omniscripts Across Users with Enhanced Save for Later: Deliver seamless, collaborative customer journeys where different users can start, save, and resume the same Omniscript. Previously, Save for Later had limitations that often resulted in restrictions of its usage. In Summer '26, these limitations have been removed. You can now share Omniscript saved session records with the Sharing option. For example, an internal service representative can start an application on behalf of a customer and share a link with the customer to complete it. Similarly, a guest user can save their progress and resume it later as an authenticated user.
Migrate to Omnistudio Standard Runtime by Using the Omnistudio Migration Assistant: Automate and simplify your Omnistudio component migration with the new Omnistudio Migration Assistant, a Salesforce CLI plug-in. Migrate Flexcards, Omniscripts, Data Mappers, Integration Procedures, Global auto numbers, custom labels, and related objects, such as Apex classes and FlexiPages. You can migrate these components from the Vlocity Industries or Omnistudio Foundation packages with custom or standard data model to the Omnistudio standard runtime.
Open Flexcard Actions in a New Browser Tab or Window: Give users more control over their navigation experience by allowing them to open Flexcard action targets in a new browser tab or window. Your users can now launch Omniscripts or external web pages without losing their current place in Salesforce or an Experience Cloud site.
Switch Between Standard and Managed Package Runtimes and Designers in the Same Org: Use Omnistudio Hybrid to access both managed package and standard designers within the same org. If you’re on a managed package runtime and designer, you can create all new components directly in the standard designer and standard runtime to experience a refreshed layout and improved performance. By default, Omnistudio Hybrid is enabled for managed package users to maintain metadata consistency while providing a reliable path to modern workflows. Continue managing your existing legacy components in the managed package designer while building your new components on the standard designer.
Accelerate Flexcard Development with Omnistudio MCP (Beta): Use the Omnistudio Model Context Protocol (MCP) server to bridge the gap between AI and low-code development. This implementation of MCP functions as a governed pathway for connecting AI agents directly to your Omnistudio development lifecycle. Use AI to quickly convert requirements, such as plain text, screenshots, or UX mockups, into functional Flexcard templates. Then iterate, simulate, and test your components before deployment.
Outcome Management: Use the new ApplicationForm fields to identify the application that relates to the outcome activity and that the indicator assignment measures.
Packaging: Packaging facilitates the development and distribution of business apps. Use second-generation managed packages to create apps to sell and distribute on AppExchange. Use unlocked packages to develop internal business apps.
Apply an Expiration Period to Customized Push Upgrades: You can now configure customized push upgrades to expire after a certain number of days. With customized push upgrades, partners grant select customers the ability to block push upgrades. Customized push upgrades are especially useful for highly regulated environments where strict compliance and validation protocols require control of upgrade timing and version oversight.
Partner Cloud: Accelerate business growth by expanding partner connectivity and advancing data transparency through secure record sharing and synchronization. Deliver consistent customer experiences by using brand-compliant marketing content directly within Experience Cloud sites.
Salesforce Payments: Accelerate checkout and reduce abandonment by dynamically hiding unnecessary shipping fields for digital goods. Offer one-time password authentication so that buyers can quickly retrieve their saved payment and account details.
Set Up Co-Branded Emails for Partners in Salesforce Go: Use the new Salesforce Go experience to set up Co-Branded Emails for Partners more easily. With the guided setup experience, vendors can now enable required distributed marketing capabilities, assign the right permissions, and complete Experience Cloud site setup from a single location with fewer manual handoffs.
Empower Partners to Deliver Compliant Brand Experiences at Scale: Enable partners to deliver consistent, brand-compliant customer experiences directly from their Experience Cloud sites. With Co-Branded Emails for Partners, partners can personalize and send marketing content at scale without leaving their portal.
Enhance Your Partner Experience with Loyalty and PEM Components: Add Loyalty Management and Partner Ecosystem Management components to Partner Central sites. Give partners self-service access to loyalty program details, points, benefits, promotions, and transactions so that they can stay informed and engaged without contacting support.
Expand Your Market Reach with Enhanced Partner Connectivity (Beta): Scale your channel operations by connecting with many partners simultaneously by using MuleSoft-powered flows. You can now share account, opportunity, lead, contact, and case records with your partners to support more use cases. Monitor updates made to those records by your team and the partner. Previously, you could share only lead and opportunity records with partners.
Streamline Deal Registration with Partner Deal Registration Agent Topic: Partners can now register new deals more efficiently using the Partner Deal Registration agent topic, which guides them through lead creation with conversational assistance, proper record type selection, and referral code application.
Enhance Your Partner Experience with PEM Components in Partner Central (Enhanced): Add Partner Experience Manager components to Partner Central (Enhanced) sites. Give partners self-service access to their loyalty points, benefits, promotions, and transaction history so that they can find information without contacting support.
Permissions: See where field permissions are enabled by using the Field Access Summary. In the enhanced profile user interface, Salesforce shows required changes to keep dependent permissions in alignment. Create transaction security policies to monitor or block critical permission updates in profiles. Review the release update that enables profile filtering by default.
Track Permission Dependencies More Easily: When you update permissions or apps in the enhanced profile user interface, you see any additional changes required to keep dependent permissions in alignment after previous updates. Previously, these changes occurred in the background, but were visible only in the Setup Audit Trail.
Review Field Access Across Profiles, Permission Sets, and Permission Set Groups: Save time by reviewing field-level security for a specific field in all profiles, permission sets, and permission set groups. Instead of going to individual Setup pages, you can view this information in one place in the Field Access Summary in Object Manager.
See Permission Changes Affecting Guest and Agent Users: To better protect your data, we now show a banner when you edit permissions for a permission set, permission set group, or profile that’s assigned to or created for an unauthenticated guest user or agent user. This notification helps you verify that the permissions and access settings included in these features are appropriate for the sensitivity of your data.
Enable Profile Filtering (Release Update): To improve the security of your Salesforce org, the Profile Filtering setting is enabled by default. Profile filtering prevents users from viewing profile names other than their own unless they’re assigned the View All Profiles permission. If a user’s role requires them to see all profile names, assign them the View All Profiles permission before this release update is enforced. This update is available starting in Summer ’26.
Monitor Administrative Changes to Profiles with Transaction Security Policies: Generate tracking events when Salesforce admins modify or create user profiles that include critical permissions. Block unauthorized changes to critical profile permissions. Use Transaction Security Policies to monitor, alert on, and block permission updates in real time. These policies help you monitor elevated security privileges and maintain a robust auditing framework. You can also track the specific removal of the TransactionSecurity Exempt permission from profiles.
Build and Customize Personalization Experience Templates: Build and customize experience templates directly in the Salesforce Personalization app to determine how personalized content, such as hero banners or product carousels, appears to customers. Use preconfigured global templates to jump start your work, or code a custom template from the ground up. Experience templates control how your personalization campaigns and personalization points render on your websites or mobile applications.
Build Your Personalization Strategy with Individual Objects in Data Kits: Import specific personalization components from a data kit only when you need them. Instead of a full data kit deployment, use a data kit during object creation to populate settings for your engagement signals, personalization points, and response templates.
Streamline Personalized Content Creation and Deployment with Personalization Campaigns: Build Personalization Campaigns using a guided configuration workflow. Following a step-by-step creation model, this workflow helps to simplify creating, mapping, testing, and deploying personalized content using a more intuitive, user-friendly configuration process.
Guide Personalization Configuration With Default Profile Data Graph to Data Space Assignment: You can assign default profile data graphs to specific data spaces, providing selection guidance for Salesforce Personalization configurations. After the data graph is assigned, it is automatically populated as the default data graph whenever you select its associated data space in a Salesforce Personalization configuration. You can always override the default value by selecting a different profile data graph in the configuration. You can also edit or delete the assignment at any time.
Deliver Consistent Recommendations with Fallbacks: Eliminate empty or partially filled recommendation blocks by selecting a relevant fallback recommender to fill open slots. When a primary recommender with restrictive filters returns insufficient items, the fallback recommender automatically provides additional suggestions to complete the set. This safety net protects the integrity of your campaigns and ensures that your users always get a full list of recommendations. At the same time, Salesforce Personalization avoids duplicate recommendations and ensures that each item is suggested only once per set of results.
Filter Recommendations Using Date and Numeric Placeholders: Recommender filter conditions for number and date fields now accept Salesforce merge field placeholders, so the filter value is resolved at runtime instead of being set at design time. Use placeholders like {!MinDate} or {!MaxAge} to build flexible recommenders that respond to the context of each personalization request.
Organize Campaign and Segment Folders with Targeted Permissions: Manage campaign and segment folders based on specific campaign and segment permissions instead of relying on a single, high-risk administrative permission. This permission update is more isolated and eliminates cross-entity folder management to protect your dataset structures from accidental modifications. Review and update your custom roles to make sure that your team retains the required folder access under the updated permission structure.
Personalize Decisions with Related Attributes and Calculated Insights: Craft impactful customer experiences by including related attributes and calculated insights as merge fields in personalization decisions. When configuring these multi-value attributes, simply apply sort criteria to precisely specify which value to return. This enhancement expands on your existing capability to embed direct profile attributes and segment memberships into your personalization responses.
Jump Start Your Personalization Journey with a Preconfigured Recommender Use Case: Intended for new Salesforce Personalization customers, this set up option creates and deploys all assets, including a profile data graph, to support a recommender-based Personalization use case. Creating and deploying a use case requires that no profile data graphs exist in the data space that you plan to deploy the use case to.
Recommend Offers Across Catalogs Using Indirect Signals: Create custom objectives that enable your deep learning models to discover meaningful associations between direct and indirect signals across catalogs. For example, when your customer completes an online inquiry form for a loan, machine learning can map that indirect signal to display a relevant promotional offer for low-rate financing. You can also include related DMOs in your content schema to enhance offer recommendations by targeting channel-specific content for new or infrequently used offers.
Tailor Recommendations for Accounts: Identify the best opportunities for your B2B customers by using rule-based recommenders for account records. Profile data graphs in rule-based recommenders use account profiles, instead of individual or unified individual profiles, to find the best suited recommendations. This enhancement enables sales teams and portals to serve recommendations based on account-specific insights, such as industry type, past purchases, or support cases. For example, if an account in the healthcare sector frequently purchases specific medical supplies, your rule-based recommenders can suggest related sterilization products.
Salesforce Personalization: Salesforce Personalization in Marketing Cloud Next enhancements includes updates for both the Salesforce Personalization and Marketing Cloud Personalization products. Learn about the latest features and updates to enhance personalized experiences across Salesforce clouds.
Salesforce Point of Sale: Check out the latest features and updates for Salesforce Point of Sale.
Streamline Mixed Cart Checkouts with Adyen Tokenization and Partial Capture: Adyen payment gateways now secure card tokens during Endless Aisle and mixed cart transactions to effortlessly handle future reauthorizations. The gateway prompts customers for clear payment consent, immediately capturing the in-store total while authorizing the remaining balance. This enhancement works with card terminals and tap-to-pay payments. Previously, Endless Aisle order flows lacked card tokenization support.
Resolve Shipment Variances Quickly with the ASN Discrepancy Report: Track and review shipping mismatches directly within the POS app when scanned inventory doesn’t match expected quantities. The receiving discrepancy report highlights short or over counts in red alongside receiving details, dates, and approval tracking. You can also export findings to a CSV file for seamless downstream auditing.
Simplify Discount Management with Associate-Controlled Promotion Overrides: Enable associates to select whether transaction-level discounts override or stack with promotions, eliminating complex per-promotion configurations. Associates can apply manual discounts that supersede all active promotions with a simple selection, streamlining workflows for returns, price matching, and special circumstances.
Streamline Global Compliance with Avalara Value-Added Tax Integration: Sync accurate tax data effortlessly by implementing the latest Avalara compliance requirements. Send tax-inclusive pricing fields directly in your requests to ensure Avalara uses the correct base amount for calculations. The system also maps the returned external tax ID to downstream systems to simplify your auditing workflows. You can activate these features instantly using a simple toggle in your CMS settings.
Ensure Accurate BOGO Pricing and Simplify Returns with Lowest-Price Discounting: Eliminate pricing inconsistencies at checkout and streamline returns and exchanges by applying Buy One, Get One (BOGO) discounts to the lowest-priced qualifying item in the cart. Previously, the POS applied discounts to the first qualifying item added, which caused pricing discrepancies during returns and exchanges, leading to customer friction and potential revenue loss. Now, the POS automatically calculates the discount based on the lowest-priced qualifying item, ensuring accurate pricing every time, reducing cashier errors, and delivering a seamless customer experience across purchases, returns, and exchanges.
Streamline In-Store Fulfillment with Enhanced BOPIS Flows: Optimize store operations by managing item cancellations directly within the packing workflow. Store associates can process full or partial item cancellations during packing, reprint identical packing slips, and release canceled order inventory back to stock by using the new unpack flow. The app also surfaces pickup deadlines so your team can prioritize expiring orders.
Reduce Fulfillment Costs and Improve Customer Satisfaction by Canceling BOFIS Orders Up to the Moment of Shipment: Avoid unnecessary shipping costs and improve customer satisfaction by canceling Buy Online, Fulfill in Store (BOFIS) orders at any point before shipment, including after packing. Previously, the POS removed the cancel option once an order was packed or marked ready to ship, forcing store associates to complete and ship unwanted orders, increasing costs and complicating returns. Now, you can cancel right up to the moment of shipment, reducing wasted fulfillment effort, cutting unnecessary shipping expenses, and resolving last-minute customer cancellation requests quickly and efficiently.
Improve Checkout Flow with Reliable Card on File Payments: Keep your checkout lines moving by giving store associates instant access to customers' stored payment methods, including during multitender sales. When an associate selects a customer profile with a saved credit card, the POS retrieves the card information via tokens from the profile to facilitate secure transactions through your Adyen terminal. This updated framework mitigates previous scenarios that disabled card on file transactions. Guest checkout still requires a physical card. During the point of sale flow, confirm the shopper’s identity before payment.
Maintain Consistent Product Information Across Online and Store Sales Channels: View unified product data synced automatically from B2C Commerce to Point of Sale. With catalog unification, B2C Commerce becomes the source of truth for product information, eliminating duplicate data entry and ensuring accuracy across sales channels. Products, scheduled feeds, and field mappings become view-only in CMS Hyperforce.
Customize In-Store Experiences with Customer 360 for Clienteling in Point of Sale: Configure Customer 360 in Point of Sale to give store associates a unified view of customer data from Commerce or Service. Select providers for individual modules, including customer profiles, wish lists, online carts, addresses, order history, and loyalty, to match your commerce architecture. With real-time access to cross-channel customer information in the POS app, associates can deliver personalized service and build stronger customer relationships.
Deliver Consistent Checkout Experiences with Date Selection for All Fulfillment Methods: Offer delivery and pickup date selection for store-based shipments and auto-routed pickups, not just standard shipping. The date-picker component now supports all omnichannel fulfillment methods at the delivery group level. This extended date-picker support eliminates the need for custom date-selection implementations and enables you to configure schedules to match your business requirements.
Streamline Digital Agreement Signing During Checkout with an Enhanced User Experience: Guide customers through the required digital contracts smoothly during the checkout process. Automatically prompt customers to log in, view required contract layouts based on product attributes, and complete multiple documents sequentially by using a direct flow. This update makes sure that the app collects and verifies all necessary signatures before placing an order.
Reward Loyal Shoppers with Dynamic Member Pricing: Offer exclusive, better pricing to signed-up members compared to regular customers automatically. By setting up a Fixed Price promotion that references member pricing stored in your product data, the system dynamically applies member-specific prices at checkout. This automation ensures identified members receive the correct price while you manage all pricing details within your product fields.
Increase Warranty Revenue and Reduce Friction at the Point of Sale: Give your store associates the flexibility to offer the right warranty coverage at the right moment without creating order management headaches. The POS system automatically calculates warranty options based on eligible cart subtotals. With the right approval policy, associates can adjust warranty coverage for specific products at the point of sale. Also, you can require warranty checks before completing checkout. This capability integrates with a new warranty retrieval SPI, enabling a straightforward way to connect your current warranty catalog to the POS experience.
Secure Your Franchise Data with Enforced Reporting Visibility: Store-level restrictions on reports ensures that franchise users see only their own data. Successful orders, customer signups, audit logs, and reconciliation reports now display only data from a user's specific franchise ID. These changes prevent unauthorized access to cross-franchise data while hiding irrelevant reports to simplify the user experience.
Build a Complete Customer View with Enhanced Customer 360 Profile Capabilities: Customer 360 now displays richer customer information and cross-channel shopping activity. Configure PS tags to show government ID and company details including tax IDs and business addresses. You can also view customer wishlists from your commerce system, and add those items directly to the cart.
Centralize Point of Sale Security with Enterprise Single Sign-On: Connect Point of Sale to your primary identity provider, such as Azure AD (Entra ID) or OneLogin, through Salesforce Identity. Centralizing access management helps enforce corporate password policies and reduces security risks across retail locations. You can log in with your corporate credentials, streamlining app access and reducing password fatigue on the floor.
Eliminate Manual Price Adjustments During Promotional Product Exchanges: Maintain consistency for your customers by automatically honoring original discount prices during an exchange. This update removes the need for store associates to manually override pricing when an item's original promotion is no longer active.
Expand into New Markets with Fiscal SPIs: Expand your global footprint by connecting local fiscal engines to your retail workflow. Fiscalization SPIs connect your Point of Sale app, formerly Retail Cloud Modern POS, to systems that handle country-specific tax, and fiscal requirements, so you can complete checkout without interruption.
Empower Franchise Managers with Scoped Access Control and Independent POS Management: Eliminate unauthorized data exposure and reduce operational dependency on corporate admins by giving franchise managers direct control over their store's functions. You can create franchise-specific roles and users, link store associates directly to their franchise, and enforce granular CMS visibility. This feature ensures franchise users see only the data relevant to their locations, drives operational autonomy at the store level, reduces administrative overhead, and safeguards data integrity across your entire franchise network.
Protect Order Integrity by Restricting Cart Fulfillment Switching: Prevent downstream order errors by locking active carts to their initial fulfillment type. You can configure these restrictions to safeguard complex workflows for made-to-order and off-the-shelf products. You can also receive clear on-screen notifications and resolution paths when the app blocks a restricted transition.
Reduce Sales Loss Because of Gift Card Compatibility: Connect your Point of Sale app, formerly Retail Cloud Modern POS, to any gift card vendor by using the new Gift Card SPI. You can now integrate specialized providers to check balances, activate cards, and process redemptions directly in the POS. This SPI makes sure that your checkout process supports the specific gift card services your business requires.
Configure Tax Free Integrations Faster for All Stores: To save time, upload a CSV file to configure tax-free settings for Global Blue across all your locations. You can now manage shop IDs, API credentials, and desk IDs in bulk rather than editing each store individually. The system validates your data and maps the data to the correct store automatically.
Streamline Global Blue Tax-Free Refunds and Stay Compliant in Italy: Activate Global Blue tax-free issuance in Italy and automatically generate sequential document numbers for Global Blue tax forms, ensuring compliance with fiscalization requirements for the tax-free flow. This update enables merchants in Italy to maintain the required consecutive numbering across all tax-free documents directly within the POS. Merchants can also track these documents through their entire lifecycle with records stored permanently on the associated order.
Scale Global Operations with Granular Tax Configuration: Manage multiple tax accounts across a large organization by configuring reference codes at the store level. This update enables stores in different regions or under different brands to perform tax calculations that use separate profiles. By specifying a store record field for these codes, you gain localized control over tax auditing while maintaining a global fallback for simplified administration.
Reduce Compliance Risk with Granular Inventory Permissions: Restrict access to specific inventory modules by configuring permissions for transfers, adjustments, and cycle counts. This change replaces the single inventory permission with separate permission settings for each inventory module, giving you the flexibility to define access for different roles. By limiting access to specific modules, you prevent operational risks and maintain tighter control over your store data.
Display Itemized Line-Level Taxes and Fees Directly on Receipts: Itemize specific item taxes and regional fees directly beneath individual products on printed and electronic receipts. Configure eligible tax codes in your tax settings to display fees only when applicable, maintaining clean, clutter-free receipts, speeding up checkout times, and reducing post-purchase customer inquiries.
Strengthen Inventory Accuracy and Compliance with Manager Approval for Receiving Discrepancies: Improve inventory accuracy and accountability by requiring manager authentication and approval for all Advanced Shipping Notice (ASN) receiving discrepancies. Managers can review, approve, or audit quantity variances before finalization, with all actions logged in an event file for complete traceability. This controlled workflow reduces receiving errors, enhances loss prevention visibility, and strengthens compliance controls.
Scale Multibrand Receipt Management with Expanded Store-Level Custom Fields: Expand store customization capabilities with more custom fields (CustomString2 through CustomString11) and corresponding print tags available for configuring stores, enabling dynamic receipt content by brand, region, and print method. You can manage multiple brands with distinct receipt requirements within a single CMS instance, reducing operational complexity and improving efficiency.
Protect Store Sales During Outages with Centralized Offline Controls: Switch registers to offline from a centralized dashboard during network disruptions or scheduled maintenance. Managing offline events centrally eliminates configuring individual devices on the floor, keeping checkout lines moving and preventing lost sales. Real-time event tracking, immutable audit logs, and safeguards against accidental scope reduction ensure operational control throughout an incident.
Grow In-Store Sales by Supporting Online Order Exchanges: Process exchanges for Buy Online, Return In Store orders directly in the POS app. Previously, the system blocked adding new items to the cart for online returns. You can now help customers exchange online purchases for different items in person, keeping revenue in your stores and reducing return shipping costs.
Prioritize Orders and Reduce Late Fulfillments: Get the visibility you need to handle pickup and shipping orders in the right order. The POS app now highlights time-sensitive orders in the fulfillment list. A green indicator shows that an order is on track, an orange indicator shows that it’s nearing the deadline, and a red indicator shows that the deadline has passed.
Improve Sales in Offline Mode with Accurate Product Images: Show product images on the POS app during offline transactions. Previously, offline mode showed only a default image instead of the product image, which made it harder to identify items. Now, you can find products faster and continue serving customers without interruption during offline transactions.
Automate Franchise Promotion Monitoring and Eliminate Manual Oversight: Monitor promotion changes across your franchise with automated event triggers. Automated triggers capture create, update, and delete events and send the modified promotion data to your downstream systems. This event-driven integration eliminates manual synchronization and provides consistent promotional strategies across locations.
Improve Sales Floor Efficiency with Real-Time Promotional Price Checks: You no longer need to add items to the cart just to see promotional pricing. Use the Price Check button directly on the Product Detail Page (PDP) to instantly view the final discounted price for any variant. This streamlined workflow saves time, keeps voided cart data clean, and helps your team provide faster, more confident customer service.
Streamline Remote Checkout with Real-Time Payment Sync: Free store associates from manual tracking to focus on customers. The POS system automatically updates order statuses and sends an e-receipt to the customer upon successful payment. Previously, associates spent time checking payment statuses and issuing receipts. Store managers can also monitor remote payment status in the POS app. Previously, expired payment links tied up inventory reservations and required manual intervention to resolve.
Eliminate Manual Follow-Ups and Close Payments Faster with the Remote Pay by Link Report: View all remote payment activities in a consolidated report on the POS app. Visual alerts in the queue notify associates when a customer completes a remote payment, eliminating the need for manual follow-ups. Identify failed or expired payment links at a glance to resolve issues quickly and keep transactions moving.
Synchronize Restocking Fee Data with Salesforce Order Management: Eliminate manual reconciliation and keep your order and payment records accurate by posting restocking fee details directly to Salesforce Order Management. Gain precise visibility into custom payment attributes throughout the refund process, giving your finance and operations teams the real-time data they need to act faster and close the books with confidence.
Track Multistore Orders More Efficiently with Store ID in Order Numbers: Include store identifiers directly in order numbers for faster order tracking and fulfillment. You can customize the order number prefix to add the store ID automatically to every online order, eliminating extra lookup steps when processing orders from multiple locations.
Eliminate Checkout Disruptions for Nontaxable Scenarios with Vertex: Avoid tax calculation errors in cases where a region or item isn't subject to tax and no exemption rule is configured. Previously, transactions involving nontaxable regions or items without an exemption rule triggered calculation failures. These failures disrupted the checkout experience and required manual intervention or a support request to Vertex.
Prevent Transaction Failures with Real-Time Tax and Fiscal Connector Monitoring: Track tax software and fiscal middleware health in real time with automated performance monitoring. Set up custom alerts to catch latency spikes, errors, and timeouts across supported providers, enabling quick shifts to fallback processing before impacting checkout. Configuring location-specific threshold settings provides granular control over system stability and reduces manual coordination during outages.
Fulfill Orders Faster with Visual Product Search: Search for products by capturing photos with the POS device camera instead of relying on text and barcodes. This visual approach speeds up product identification during order fulfillment for omni-channel orders, reducing errors and helping store associates locate items more quickly and accurately.
Present Multi-Language Forms with Entity Data Translation: Store assessment questions and responses in multiple languages to automatically show forms in the user's locale. This framework simplifies multilingual form management by using the Entity Data Translation (EDT) framework for question versions while maintaining custom labels for static UI elements.
Preserve Group Ramp Schedules When Cloning Quotes and Orders: Your sales reps can now clone quotes and orders with group ramp schedules while retaining the original schedule structure. Amendment and renewal quotes with ramp schedules also preserve ramp and segment relationships after cloning. This update reduces manual corrections and helps maintain accurate ramped transactions.
Preview Callback Request Before Dialing: Reps can now preview a callback request before they place the outbound call. When a callback request is routed to reps, they can review the contact details first and then initiate the call by using Click-to-Dial, or transfer the call to a different rep. This feature gives reps time and context before connecting with the customer.
Previous Release Notes: Find information about previously announced features in the release note archive.
Map More Variables in the Map Line Item Element: Gain more granular control over main and subline items by mapping up to 100 variables in the Map Line Item element. Previously, the limit was 50.
Sync Decision Tables for Any Pricing Recipe: Keep your pricing data current by syncing all the decision tables for any pricing recipe. Previously, you could sync only the default recipe.
Use CSV-Based Decision Tables in Pricing Procedures: Integrate large datasets into your pricing logic by looking up data in CSV-based decision tables. This alternative to standard or custom object sources supports all elements under pricing usage types. Manage up to 100,000 rows for non-versioned and single-versioned tables by importing your CSV definitions.
Extract Regulation and Policy Clauses with Generative AI: Reduce the time and effort required to digitize regulatory documents by extracting and creating regulation and policy clause records in Process Compliance Navigator with generative AI. Manual extraction of compliance clauses from lengthy regulatory PDFs is error-prone and slows down your team's ability to respond to new or updated requirements. Upload a PDF to extract key information and descriptions, while skipping irrelevant sections such as definitions and FAQs. Compliance officers review extracted data before finalizing clause versions, so you can accelerate the digitization of legacy documents and the deployment of updated operational guardrails.
Enforce Compliance Requirements with Compliance Assistance: Navigate the complex landscape of legal and internal requirements with precision by using the Compliance Assistance Agent for Process Compliance Navigator. The agent scans internal repositories for regulatory and policy clauses, so all responses are sourced in verified documentation. The Compliance Assistance Agent delivers instant, cited answers directly within the workflow, so employees can resolve policy questions without consulting manual handbooks. This integration eliminates the friction of switching between applications, so staff can act quickly and with greater accuracy.
New Connect REST APIs for Process Compliance Navigator: Identify how changes to regulation and compliance policy clauses affect your compliance framework by performing asynchronous bulk impact analysis and retrieving job results.
Process Compliance Navigator: Use Process Compliance Navigator to upload documents and create regulation and policy clause records by using generative AI. Identify how changes to regulation and compliance policy clauses affect your compliance framework by using impact analysis. Empower your compliance strategy by using Prompt Builder to create automated, rule-based compliance controls. Navigate complex legal and internal requirements with precision by using the Compliance Assistance Agent.
Automate Compliance Controls with Prompt Templates: Empower your compliance strategy by using Prompt Builder to create automated compliance controls by using natural language. Ground prompts in real-time org data to ensure every AI response aligns with specific regulatory requirements. The Einstein Trust Layer automatically masks sensitive information before it reaches the LLM, so you maintain strict data integrity throughout the process. For example, to identify compliance risks without manual review, scan unstructured text such as emails and marketing materials. The system flags potential violations within the existing workflow and logs all compliance events for audit purposes.
Streamline Compliance Mapping with Impact Analysis: Identify how changes to regulation and compliance policy clauses affect your compliance framework by using Impact Analysis for Process Compliance Navigator. Manually identifying how new or updated regulation and policy clauses relate to existing records is time-consuming. This leaves organizations vulnerable to compliance gaps. Impact Analysis automates the discovery of these relationships so you can visualize how updates affect your entire compliance ecosystem. Prompt Templates provide specific instructions and constraints to ensure the LLM identifies relevant correlations between clauses, controls, and processes.
Process Content: Use tools in Data 360 to process unstructured content and structured data for use in AI, automation, and analytics workflows.
Optimize High Volume Processing with DPEs on Data 360: Improve system performance and address org-level data pipeline limits by running complex incentive calculations directly on Data Cloud. Manufacturers with high-volume operations such as Rebates, Stock Rotation, and Channel Inventory require a robust processing engine for large-scale data transformation. By executing Data Processing Engine (DPE) definitions within Data Cloud, you can support complex incentive processing at scale with greater speed and efficiency.
Build Transactions Faster with Rule-Based Discovery: Create quotes and orders without leaving the product catalog. Sales reps see real-time transaction updates, receive recommendations of compatible products, and add products directly to quotes or orders. Previously, sales reps viewed multiple pages to verify product compatibility and view the progress of their transactions.
Apply Consistent Ramp Selection During Product Discovery and Configuration: Select whether to add products to current or subsequent groups before viewing the product list. Now, when you add products to current or subsequent groups in Product Discovery, the Configurator honors the selection and applies the correct ramp group when saving the transaction. Previously, the Configurator stored products only in the current group. This smooth handoff eliminates manual rework when structuring complex ramp deals.
Expand Your Product Offerings with Product Variations: Group products that share a design but differ in specific attributes under one parent product. During product discovery, sales reps can view parent variations and configure variant properties to select a specific product variant. They can then add the configured product directly to a quote or order. Previously, sales reps searched for each product variation as an individual product. By grouping related products, sales reps spend less time searching the catalog and build quotes faster.
Product Catalog Management: Define ramp groups upfront to automate selections in Product Discovery and Configurator. Sales reps can create quotes and orders directly from the product catalog while viewing real-time updates and receiving recommendations of compatible products. By nesting products under a parent variation, sales reps can quickly view properties and add the correct product variant to the transaction.
New Connect REST APIs in Product Catalog Management: List and search product classifications that originate from either Enterprise Product Catalog (EPC) or Product Catalog Management (PCM) catalog sources. Also, manage multiple variants of a product more effectively by finding and setting up different properties before you place your quote or order.
Show Precise and Consistent Pricing with Extended Decimal Support: Configure up to six decimal places to standardize unit-level prices and discount fields that appear on Product Discovery, Quote, and Order pages. This formatting makes sure that prices show consistently across the user interface without changing the underlying database values. Previously, these pages inconsistently showed either full database values or values truncated to two decimal places.
Product Configurator: Define constraints for quote groups or ramp segments to ensure accurate product combinations. Include product defaults such as attributes, attribute values, and fields when you import products from Product Catalog Management. Group Product Configurator messages together by a specific value, such as grouping constraint violations across a set of related line items.
Changed Connect REST API in Product Configurator: Group Product Configurator messages together by a specific value. For example, you can group constraint issues across a set of related line items.
Updates in Default Product Configurator Flow: The Default Product Configurator flow has new attributes. If you cloned the Default Product Configurator flow before Summer ’26, manually map the new attributes in your customized flow, or clone the default flow and apply your customizations again.
Load Product Defaults into Constraints: You can now dynamically include product defaults such as attributes, attribute values, custom fields, and standard fields that are defined in Product Catalog Management (PCM) when you import products from PCM to a constraint. Including defaults results in faster and more accurate quoting, better consistency across quotes, and an improved user experience for sales reps.
Define Constraints for Quote Groups and Ramp Segments: In Constraint Rules Engine, define constraints that apply to products in a group to get more precise control over complex quotes. Define constraints for a specific segment in a ramp deal for accurate product combinations, validation, and pricing within a quote group or a ramp segment.
New and Changed Connect REST APIs in Product Discovery: Make sure that every transaction is accurate by running configuration rules that identify issues and provide rule messages in the API response. This immediate feedback helps you understand constraints during the discovery phase and avoid issues during the transaction processing. You can also use rule-based recommendations to guide buyers toward the appropriate products for their specific needs.
New and Changed Invocable Actions in Product Discovery: Make sure that every product choice in your automation is valid by running configuration rules against a specific transaction or context ID. You can identify issues during the discovery and search phases.
Program and Case Management: Assist case managers and simplify program administration with AI-driven insights and streamlined setup. Use the Participant Summary subagent to quickly review a client’s history. Use the Participant Management agent in Slack to automate documentation tasks with single-command efficiency.
Prepare for Client Meetings Faster with Agent-Prepared Participant Summaries: Review a participant’s history and program involvement in seconds by using the Participant Summary subagent of the Participant Management agent. The subagent analyzes recent interaction notes, benefit disbursements, upcoming tasks, and related records to provide a consolidated view of a client’s progress. Use these insights to foster more empathetic conversations and focus your time on the participant's immediate needs rather than manual research.
Streamline Administrative Tasks with the Enhanced Participant Management Agent: Boost case manager productivity by using Agentforce to automate documentation and follow-up tasks directly from your daily workspace. This update migrates the Participant Management agent to the new Agentforce Builder. The agent helps users log notes, create tasks, and manage benefits within Slack.
Protect Your Customers with Up-to-Date Security Contacts: Give your customers faster protection during security events by keeping verified security contacts on file for your AgentExchange listings. All ISV partners must now designate contacts in the Partner Console, keep them up to date, and confirm them every six months. Salesforce Product Security uses this information solely for incident response.
Simplify Feature Discovery and Setup for Public Sector: Deliver role-based agents that automate processes for public sector employees and provide consistent service to constituents across digital channels. Salesforce Go offers additional support for Agentforce Public Sector, formerly Public Sector Solutions. From a single setup location, build and deploy agents to support Compliance Management, Licensing and Permitting, and Talent Recruitment Management.
Extract Data from Documents Stored in Amazon S3 Automatically: Unstructured Document Processing now extracts data from files stored in Amazon S3, not just files stored natively in Salesforce. Agencies can extract data from documents, such as resumes, without first moving those files into Salesforce.
Enhance Employee Self-Service with HR Service and IT Service Agents: Help public sector employees access HR services through AI-powered agents adapted from Employee Service to work with platform users (Lightning Platform - One App user license holders). These agents assist employees with direct deposit management, leave requests, expense submissions, profile updates, and enablement programs. All HR Service capabilities, including agents and supporting features, are now available for platform users to support PSS employee experience use cases. Employees can interact with agents on your Employee Experience portal, in Slack, or in Microsoft Teams for faster self-service.
Streamline Employee Services with AI-Powered Agents: Help public sector employees resolve complaints, find qualified candidates, and access licensing information through AI-powered agents adapted from Public Sector Solutions. These Agentforce agents assist HR staff and hiring managers with complaint resolution workflows, skills-based candidate sourcing, and license and permit policy guidance. Employees can interact with agents on your Employee Experience portal for faster self-service and streamlined HR processes.
Pre-populate Application Forms with Data Cloud Document AI: Reduce manual data entry for job applicants by automatically extracting information from uploaded resumes and pre-populating application forms. Data Cloud Document AI uses large language models (LLMs) to capture structured data from unstructured documents such as resumes, pay stubs, tax returns, and lab reports, helping applicants complete forms faster and with fewer errors.
Enable Internal Employees to Apply for Jobs Through Self-Service Portals: Help public sector agencies manage internal recruitment by providing employees with a self-service portal to search for open positions and submit applications. The Employee Portal includes job search with filters for location, grade, and occupation, and online application submission with document upload using the Form Framework with Application Sections.
Give Grant Seekers Instant Answers with a Dedicated Support Agent: The Applicant and Grantee Support Agent draws from your uploaded PDF grant documents and Salesforce Knowledge articles to answer common grant seeker questions in real time. Instead of fielding repetitive eligibility and application questions, your grant management team can focus on higher-value work.
Collect Fees for Public Sector Services with Inbound Payments: Help constituents pay for services, such as license and permit applications, directly on your public-facing portal. By using Inbound Payments, you can embed a secure checkout flow into your Experience Cloud site. This integration helps constituents settle fees digitally and gives agency employees real-time visibility into payment status, reducing manual reconciliation and ensuring compliance before application approval.
Gain Faster Insights with Tableau Next Dashboards: Monitor your agency's licensing, permitting, and inspection operations with prebuilt Tableau Next dashboards powered by AI-driven analytics. Access Executive Summary, Account Insights, Department Summary, and Compliance Insights dashboards to help your agency make data-driven decisions faster with Tableau's native performance and advanced analytics capabilities.
Improve Service Delivery with a Unified Constituent Profile for Benefit Management: Help benefit caseworkers make faster, more informed decisions by consolidating constituent benefits data in one view. Unified Constituent Profile surfaces Einstein-generated summaries, insights from Data 360, and priority alerts for open cases to help your staff identify urgent issues and deliver the right services at the right time.
Take Advantage of Agentforce IT Service for Public Sector: Achieve compliance and reduce risk by standardizing how you deliver IT support services across every channel. Use AI and process automation to optimize IT operations, reduce costs, and improve the efficiency of public services for every government agency.
Bring Agentforce Public Sector Data into Data 360 with Ease: It's easier to use preconfigured data streams to bring Agentforce Public Sector data into Data 360. Instead of installing a data kit to install data streams, you can now set up data streams in Setup. Simplify and accelerate your implementation with data streams that include ready made mappings to Data Model Objects. Stream data only for the solutions you need, such as Licensing and Permitting, Social Program Management, and Talent Recruitment Management. Then, combine this data with external sources to build a unified view of constituents, get new insights, and ground your Agentforce actions.
Accelerate Public Sector Hiring with Recruitment Collaboration in Slack: Slack-based collaboration integrates specific Salesforce records into Slack, so users can view and edit those records without leaving Slack. We have prebuilt three flows that automatically create a Slack channel and add key stakeholders to the Slack channel when a recruitment requisition record is created. The flows can be customized to use with other Talent Recruitment Management objects, such as application form records.
Agentforce Public Sector: Build and deploy agents to support Compliance Management, Licensing and Permitting, and Talent Recruitment Management. Integrate Inbound Payments for a seamless constituent checkout experience, and use Outbound Payments to track payments made from external finance systems. Unified Constituent Profile brings constituent data together in one place, and Tableau Next dashboards provide operational tracking and insight.
Quality Management: Improve the quality of customer interactions by evaluating reps against objective criteria and generating performance insights.
Expand Evaluation Coverage Types with Case: To capture a broader view of how reps are performing, expand quality assessments beyond voice calls and messaging sessions to include cases. Build evaluation forms tailored to specific interaction types using scored questions and required rationales for each response. A unified grading standard reduces subjectivity and gives reps clear, actionable feedback across all interaction types.
Standardize Performance Reviews with Custom Evaluation Forms: Build objective assessment criteria by creating structured evaluation forms tailored to specific interaction types. Design discovery framework–based forms with scored questions and required rationales for each response. Apply a unified grading standard to reduce subjectivity and ensure consistency across evaluations. Deliver clear, actionable feedback to agents to maintain peak performance standards for service reps.
Ensure Consistent Branding Across Your Reports and Dashboards with Brand Color Palettes: Reduce manual effort and maintain standardized, accessible data visualizations across your organization by using a brand color palette. Instead of manually updating colors in individual reports and dashboards, you can configure a brand palette once in your organization's theme settings and apply it to report and dashboard charts.
Data 360 Reports and Dashboards: Expand your Data 360 analytics with currency field support, trends on Calculated Insight Objects, and hierarchical drill-downs.
Secure Excel Exports by Disabling Formulas: Protect your data and reduce security risks when exporting reports as Excel files. Add a straight apostrophe (') before field values that start with characters such as equals (=), plus (+), minus (-), etc., to prevent spreadsheet programs from misinterpreting these cell values as formulas. This protects from potential data manipulation or unintended code execution. Previously, this feature was supported only for CSV exports.
Embed Custom Lightning Web Components in Dashboards for Interactive Data Views (Generally Available): Add custom Lightning Web Components (LWC) directly into Lightning dashboards to create interactive, real-time data views that go beyond standard dashboard capabilities. Filter, explore, and act on data immediately without leaving your dashboard. For example, a business analyst can use a custom LWC to display a waterfall chart or other visualizations that are not available in standard dashboards.
Expand Reporting Capabilities with More Row-Level Formulas: Save time on reporting and generate deeper insights by including up to two row-level formulas in your Salesforce reports. Calculate values directly in the report without adding formula fields on an object. For example, calculate both the commission rate and the time-to-close metric in a single report. Previously, reports supported only one row-level formula.
Generate Semantic Models Using the Reports Metadata Bridge: Use the Reports Metadata Bridge to create a semantic layer from your most-used Lightning Experience report types. The bridge analyzes your reports, creates the relevant objects in Data 360, and generates a valid semantic model in four steps: selection of source reports, data lake object (DLO) creation, data model object (DMO) mapping, and semantic model generation. Use your semantic model in your Tableau Next workspace to build metrics, visualizations, based on the semantic layer and provide your users with conversational analytics.
Extend an Existing Semantic Model with Lightning Experience Reports (Beta): Use the Reports Metadata Bridge to add data from your Lightning Experience report types to an existing Customer 360 (C360) semantic model in Tableau Next, without changing the original model. The extend flow analyzes your most-used reports, compares them against a base semantic model, and generates a new semantic model that includes only the additional objects and fields you select.
Lightning Reports and Dashboards: Present a unified visual with brand color palettes for reports and dashboards. Expand dashboard functionality with custom Lightning Web Components.
React Apps: With Salesforce Multi-Framework, you can build and reuse React apps directly from your Salesforce org.
Develop React Apps with Salesforce Multi-Framework (Generally Available): Build React apps on the Headless 360 platform using Salesforce Multi-Framework. Whether you prefer to code by hand or speed up development with Agentforce Vibes, now you can create, test, and deploy React apps for both consumers and enterprises. This feature, now generally available, includes some changes since the last release.
Get Record Data in Your React Apps with Data SDK and GraphQL (Generally Available): Data SDK provides a type-safe and consistent way to access data in React web apps. It handles complex implementation details like authentication and CSRF validation, while your code focuses on the GraphQL queries and mutations to access and update record data.
Preview a Single React Component in Visual Studio Code (Generally Available): To run a real-time preview of a React component directly inside Visual Studio Code (VS Code) or Code Builder, use the Live Preview VS Code extension. This extension is now generally available for React components, and there are no changes since the beta release.
Manage and Organize Promotion Budgets: Define campaign and promotion budgets, then reconcile allocated funds against actual spend. Create a budget hierarchy based on your business requirements. For example, nest promotion-specific budgets under a parent campaign-level budget. Use the Salesforce Platform capabilities to reconcile the allocated budgets with actual spend and to control liability.
Referral Marketing: Organize and manage budgets for promotions and campaigns.
Let Service Reps View the Rich Content Version of a Notification Messaging Component: WhatsApp templates (configured as a notification messaging component) now render in full rich content in the Service Console. This allows service reps to see the header (including media files), the body, the footer, and button options, providing valuable context for the chat and reducing extended handle time that might result from clarifying questions. Previously, reps could only see the internal name of a notification component in the Service Console.
Resume Conversations with Chat History on Experience Cloud Site: You can view and resume previous conversations with the AI concierge across sessions and devices. Each interaction is stored as a conversation thread linked to the user's account, capturing messages, timestamps, and completed tile actions.
Interact with Agents as You Work: Collaborate with and derive insights from your agents in a sidebar without leaving the page in the Consumer Goods Cloud mobile app on tablet devices. Execute customer visits and simultaneously refer to your agent interaction history to stay informed.
Deploy Tableau Next Dashboards with Salesforce Go: Initiate Tableau Next for Consumer Goods through Salesforce Go to monitor and drive Retail Execution from a centralized interface. This unified view eliminates navigation through Retail Execution settings page, streamlining setup and ongoing management.
Other Improvements in Sync Management: Analyze and resolve sync issues more easily with new default sync settings. Sync KPIs are now in trace mode logs, making it easier to analyze and resolve sync issues quickly.
Agentforce for Revenue Management: Transform your collections and billing operations by identifying high-risk accounts and prioritizing overdue invoices. Improve your billing health with automated account summaries and data-backed dunning strategies. Provide instant support to your customers and partners by offering real-time insights into account balances, payment dates, and invoice details. Identify high-value opportunities by automatically converting resource usage into real-time financial impact within the Consumption Agent.
Resolve Billing Inquiries with the Billing Service Assistance Agent: Provide the Billing Service Assistance Agent to customers, partners, and sales reps. The agent handles common billing inquiries, such as checking account balances, verifying upcoming payment dates, accessing invoice documents, and reviewing payment plans for specific invoices. Support teams can view real-time financial insights and invoice charge breakdowns, which significantly reduces billing case volume.
View the Financial Impact of Customer Usage with Consumption Agent: The Consumption Agent now applies overage rates to usage data and calculates a real-time monetary amount for the overused resources, helping sales reps identify high-value opportunities. Use the information to generate a quote, which you can review and revise. You no longer need to manually convert technical units or tokens into currency.
Manage Collections with the Billing Employee Assistance: Transform collections and billing operations by using Billing Collections Management, now available in the Billing Employee Assistance Agent. Identify billing insights based on payment history, disputes, and outstanding balances. Simplify account billing health summaries, and get recommendations for data-backed dunning strategies by customizing the default global prompt template.
Revenue Management: Learn about new features and enhancements for Agentforce Revenue Management.
Enhanced Setup Experience with Salesforce Go: Expedite revenue recovery and minimize overdue payments by using automated dunning journeys. Improve your setup experience through new Price Management and Dynamic Revenue Orchestrator updates.
Revenue Features Released by Month: Revenue features and changes are released on a monthly basis. Check this page for the latest releases.
Real-Time Offer Management: Use Real-Time Offer Management to create targeted promotions and deliver tailored offers across channels. Real-Time Offer Management comprises Global Promotions Management and Offer Management. Use Global Promotions Management to create promotions from prebuilt templates, define eligibility rules and rewards, and manage promotional budgets. Use Offer Management to target specific customer segments with tailored messaging, route offers through approval workflows across teams, and deliver personalized content via email, messages, web, mobile, and other channels.
Create and Manage Promotions with Global Promotions Management: Drive sales with Global Promotions Management. Create promotions from predefined templates to define eligibility, audience, conditions, rewards, and limits. Ensure consistent customer experiences and prevent excessive discount stacking by choosing how multiple eligible promotions are applied. Identify the most relevant promotions for each customer with personalization and distribute those promotions.
Offer Management: Create offers that align with your business and customer engagement goals. Use an intuitive designer and preset approval workflows to create channel-specific offer creatives and expedite cross-team sign-offs. Leverage Agentforce to replicate top-performing offers and generate AI-driven creative treatments instantly. Automate delivery across your ecosystem using prebuild outreach templates and content blocks to reach customers with content at the optimal time. Close the loop and make data driven decisions by linking orders and customers with offers.
Accelerate Offer Lifecycle with Agentforce: Instantly find and replicate high-performing and seasonal offers directly from Offer Console by using Agentforce. You can also leverage Agentforce to generate creative content for offer treatments.
Personalise and Automate Offer Delivery Across Channels: Deliver targeted offer messages and follow-ups to the right audiences at the right time across different channels. Automate offer delivery on your existing marketing ecosystem. To send personalized offer launch and reminder emails, use an Outbound Engagement template in Marketing Cloud Next, or use the Offer content block in Marketing Cloud Engagement
Utilize Data Cloud Capabilities for Offers: Map your offer data to Data Cloud using new Data Model Objects (DMOs) to centralize offer, offer treatment, offer product, and segment data. Utilize these DMOs to find the eligible offers for individual customers. Your team can run offers with creative assets and use Data cloud Customer Segments for offer communication. Data Cloud also helps in personalizing the user’s shopping experience by surfacing offers relevant to the customer’s recent activities on the shopping site.
Eliminate Revenue Leaks with Multidimensional Offer Eligibility Criteria: Focus your offers toward the strategic business goals you aim to achieve. Effortlessly define offer periods and extend the duration of successful offers, and organize your campaigns by assigning offers to one or multiple active offer groups. Create segments from demographic, geographic and behavioral data to precisely target your offers toward high-propensity customer groups. Design offers for specific products or categories to drive sales and optimize inventory clearance. Offers that align with a single promotion automatically inherit the eligibility criteria of the promotions.
Track Offer Performance and Drive Data-Driven Decisions: Bridge the gap between offer delivery and final sales by linking orders with offers that drove them and by mapping offers with the customers who used them. Evaluate performance against predefined goals to identify exactly which offers boosted revenue and which customer segments engaged most effectively. Take data-driven decisions when planning new offers, modifying existing offers, and refining marketing strategies.
Surface Offer Recommendations in Real-Time by Using Salesforce Personalisation: Turn real-time customer signals into revenue by surfacing the most relevant offers that motivate purchases, boost order values, and deepen engagement. Recommend offers by analyzing online behavior such as site interactions, past purchases, and browsing patterns with Salesforce Personalisation.
Simplify Offer Management Feature Discovery and Setup: With Salesforce Go, you can discover, set up, and configure Offer Management features, all from a single location in Setup. Learn more about features and get help with configuration by accessing content resources and links. Explore more Customer Loyalty products and features, and if you’ve turned on the Your Account app, you can purchase add-on licenses for some features directly from Salesforce Go.
Create On-Brand Creatives for Different Channels with Ease: Design tailored offer creatives for different channels such as email, SMS, and social media by using an intuitive designer. Customise creatives for each communication channel and output format and gain more control over your messaging by defining the intent, language, and tone. Iterate on your designs in real-time with instant preview. Create multiple creatives for the same channel to make sure your messaging resonates with varied audiences.
Release Updates: Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations.
runtime_industries_cpq Namespace: Integrate real-time configuration checks into your Apex classes to catch product violations during discovery and selection. The runtime_industries_cpq namespace includes a new property that enables configuration rules for a specific transaction ID or transaction context ID.
Sales: Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in Salesforce applications and documentation. Learn about the latest features and updates to supercharge sales team productivity and operations. The Summer ’26 release includes updates and announcements happening from May through August 2026.
Personalize Sales Account Research with Custom Field Mapping: Get more value from your Account Research prompts by mapping results to custom text fields on Accounts or Account Plans. Previously, Account Research only saved results in standard Salesforce fields. Now, your reps can populate the exact fields needed for your unique business use cases.
Adopt Authorized Email Domains (Release Update): If you previously worked with Salesforce Customer Support to disable email change verifications, set up authorized email domains instead. Salesforce is retiring the existing exemption process for disabling this feature, and authorized email domains provide the same benefit. First available in Spring ’26, this update is enforced in Winter ’27.
AI Sales Agents: Scale your sales team by using sales agents.
Qualify Contacts and Person Accounts with Agentforce: Seamlessly qualify Contacts and Person Accounts to build a stronger pipeline with Agentforce for Sales. This enhancement allows your agent to determine how strong of a fit a prospect is based on their conversation and how well they meet your Ideal Customer Profile (ICP). Qualification helps sales reps focus on high-potential deals, improving overall efficiency and conversion rates.
Change Inbound Lead Generation and Lead Nurturing Agent Behavior Faster: After you set up and activate an Inbound Lead Generation or Lead Nurturing agent, you may want to make changes to it later. To edit an existing agent, you can now create a new version of the agent with the same settings or update an existing version.
Manage Sales Strategy and Update Records Directly in Gemini (Beta): Sellers can research leads, create account plans, and update Salesforce records, all powered by secure, accurate, and real-time CRM data, while they work in Gemini. Access to real-time Salesforce data within Gemini helps your team maintain accurate records and close deals faster.
Boost Prospect Conversion with Group Calendar Availability: Make it easier for a prospect to schedule a meeting at a time that’s convenient for them by enabling group scheduling for the Lead Nurturing and Inbound Lead Generation agent. When scheduling a meeting, prospects view all of the available time slots of Inbox users with a connected email in the selected group.
Continue Lead Engagement with Agent Handoff: Guarantee continued engagement with prospects by automating lead handoffs between the Inbound Lead Generation and Lead Nurturing sales agents. Prospects created by the Inbound Lead Generation agent who don’t schedule a meeting can automatically get assigned to the Lead Nurturing agent for a faster follow-up and to maximize conversion rates.
Agentforce Prospecting: Automate prospect research with Agentforce and free up your sales reps to grow relationships and close deals. Draw on data from Salesforce accounts and reports and integrate third-party resources.
View Prospecting Agent Activity: Prospecting admins and sales reps can view their prospecting agents’ activity from the Agent Activity tab on the Prospecting page. Drill into each session to see how many records the agent searched and why it qualified or disqualified each one. Previously, reps saw only the prospects an agent surfaced, without visibility into the records it searched or excluded.
Automate When Your Prospecting Agent Runs: Configure your prospecting agent to run automatically at a time that works for your team. Set the day, time, and how often your agent runs. Your reps get a fresh set of prospects waiting for them at the start of the day, without anyone kicking off a run manually.
Prioritize Prospects with Recent Engagements: Boost contacts who interacted with your business over the past 12 months. Define the level of engagement to prioritize and review these individuals directly in your prospect list, helping sales reps kick off their day focused on high-priority prospects.
Select Additional Users for Prospecting: Instruct your agent to prospect on accounts owned by non-prospecting users and assign the prospects from those accounts to prospecting users.
Create and Configure Prospecting Agents More Easily: Agentforce Prospecting now includes an improved setup experience that helps admins configure agents more efficiently in a single setup experience. Admins can specify account research criteria, define ideal prospect profiles, and preview each configuration without needing to switch to Agentforce Studio.
Use External Data Vendors with Prospecting Agents: Connect Prospecting Agents to your own external data vendor by replacing the standard Prospecting actions with Apex classes or autolaunched flows that preserve the expected inputs, outputs, and response JSON.
Build Your Sales Agent in the New Agentforce Builder: The Sales Agent template is available in the new Agentforce Builder, the enhanced agent-building experience in Agentforce Studio. Create your agent in the new builder to get finer control over your agent’s workflows, along with previewing and debugging tools to help you release with confidence. Agents created from the template in the legacy builder continue to work, but you can’t upgrade them to the new builder. The Sales agent’s subagents are also structured differently in the new builder.
Control Which Fields Receive Autonomous Updates: Specify the individual fields that the Sales Management agent can update on the seller’s behalf by modifying the Process Field Update Suggestions flow. Give your agent the ability to update certain fields on its own while it continues to generate suggestions for other fields.
Create Custom Reports for Pipeline Management Insights: Create a custom report type based on the AiGenActionItemInfo object so that sales reps can track Pipeline Management usage metrics. After you define the custom report type, users with Pipeline Management permissions can build tailored reports to monitor data points, such as suggestion statuses and upcoming expiration dates, in a single comprehensive view. By default, the Parent Type filter on the report is set to Opportunity.
A New Permission Set Was Added to the Sales Management User Permission Set Group: The Sales Management User Permission Set Group now includes the Manage Unmetered Sales Management Users permission set. This change streamlines permission assignment and reduces unexpected billing issues because you no longer manually assign the Unmetered User Based AI permission to users.
Agentforce Sales Management: Get a more streamlined permission assignment experience. Give your agent the ability to update certain fields on its own while it continues to generate suggestions for other fields. Get a more uniform experience when summarizing sales records. Use AI to get quick answers and summaries about your deals without searching through emails or call transcripts.
Get AI-Generated Summaries for Your Deals: Get quick answers and summaries about your deals without searching through emails or call transcripts. Use AI to catch up on recent activities, identify deal blockers, and prepare for meetings by asking specific questions or using suggested buttons.
Improve Sales Summary Quality with Enhanced Prompt Template Instructions: Your agents now have a more uniform experience when summarizing sales records. We simplified prompt instructions and integrated record snapshots for the Lead Summary, Contact Summary, and Deal Summary prompt templates. These changes improve data accuracy and provide a consistent format across prompt templates without any manual configuration.
Agentforce Engagement: Autonomously engage with and qualify potential customers with the Inbound Lead Generation and Lead Nurturing agents.
See More Detailed and Actionable Insights on Lead Nurturing Agent Activity: In the redesigned Agent Control Center, sales managers can see more detail about the overall health, performance, and activity of their team's prospects and ensure they are progressing smoothly through your funnel. Track your Lead Nurturing agents’ prospect outreach and monitor how many leads, contact, or person accounts are assigned to the agent, how many have been emailed, replied, booked a meeting, and more.
Exert Greater Control over Manual Review of Lead Nurturing Emails: Sales teams can now exert finer control over which Lead Nurturing agent emails should have a manual review before being sent. You can choose to review all emails, only initial outreach emails, or create a custom flow to designate emails for review based on specific record criteria.
Use Call Coaching on Video Calls to Drive Seller Success: Define and track key competencies to standardize coaching for your sales teams. Call Coaching works across video calls for 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.
Customize Sales Methodologies Based on Your Team's Needs: With sales methodology customization, implement sales methodologies that align with your specific business processes. Tailor prebuilt sales methodology templates or create your own from scratch.
Use Call Transcripts from Gong: You can now use Gong call transcripts from with Einstein Conversation Insights and Salesforce AI. Level up with automatic summaries, a dashboard of relevant signals, and insights into customer objections, next steps, and relevant keywords. Use Gong transcripts with our out-of-the-box agents like Lead Nurturing agent, Sales Management agent, and throughout the platform.
Get Transcripts and ECI Features for In-Person Meetings: In-person meetings no longer require manual note-taking. Sales teams can capture in-person meetings on a mobile device, and get them processed by Einstein Conversation Insights (ECI). Avoid manual data entry and focus on your client with secure, confidential mobile AI transcription.
Drive Productivity and CRM Automation with Einstein Conversation Insights Data Moving to the Salesforce Platform: We’re migrating Einstein Conversation Insights (ECI) data to the Salesforce Platform for all ECI customers who aren’t on the platform. With this migration, your ECI data, including call transcripts and AI-generated insights, is stored natively on the Salesforce Platform. Get your transcripts processed quickly and use CRM automation tools like Flow, Apex, and Prompt Builder.
Einstein Conversation Insights: Prepare for the migration of Einstein Conversation Insights (ECI) data to the Salesforce Platform. After your data's migrated, you can get your transcripts processed quickly and use CRM automation and reporting tools. Your sales teams can now harness call transcripts from Gong. And your teams can also capture in-person meetings on a mobile device and get them processed by ECI.
Import Authorized Email Domains into a Sandbox: To skip DNS updates each time that you create a sandbox, specify the authorized email domains in production to copy to sandboxes. Then import them all into a sandbox with one click.
Accounts: Get more value from your Account Research prompts by mapping results to custom text fields on Accounts or Account Plans.
Sales Fundamentals: Get more value from your Account Research prompts by mapping results to custom text fields on Accounts or Account Plans. Keep deals on track by reviewing AI-generated suggestions for opportunity next steps in Sales Workspace.
Leads: Help your reps keep more context as they work leads. Preserve email conversation history when leads are converted to contacts.
Keep Email Conversations Connected When You Convert Leads to Contacts: Turn on a setting so that when your reps convert a lead to a contact, Salesforce relates the lead's emails to the new contact. Your reps keep the full, threaded conversation history, continuous and duplicate-free, so they retain context and the customer relationship continues without interruption.
Email, Calendar, and Integrations: Salesforce now requires email domain verification to send email. If you use Einstein Activity Capture, update to use Sync Email as Salesforce Activity, migrate to Microsoft Graph, and prepare of other changes around reporting and activity metrics. Prepare for product retirements including Lightning Sync, Salesforce for Outlook, and Salesforce to Salesforce.
Sales Engagement: Boost productivity and handle prospects quicker with our Sales Engagement tools. Sales Engagement data is now stored directly on the Salesforce Platform.
View Updated Sales Engagement Data: Sales Engagement data is stored natively on the Salesforce Platform and is now available in new and updated reports and in the Sales Engagement Sample Dashboard. Use these assets to review more consistent engagement data and drill into trends more easily.
Salesforce Inbox: Check out the latest improvements to Salesforce Inbox.
Accelerate Your Sales Setup from Day One: Set up and configure essential sales capabilities with a unified onboarding workflow. Automatically turn on features, connect your email domain, add sellers and assign quotas, import sales data, and connect to Slack, all in one place.
Lightning Sync: Lighting Sync is retiring in 2027. Migrate to Einstein Activity Capture to continue syncing events and contacts from a connected account to Salesforce. If you use Lightning Sync with Microsoft® Exchange Web Services, upgrade your connection to Microsoft Graph before October 2026 to avoid service disruption.
Notify Users About Unverified Email Domains: As part of the requirement for email domain verification, Salesforce sends email notifications to users whose email addresses use an unverified domain. Users receive a notification if emails that they recently sent from Salesforce weren’t delivered or if they can’t send email from Salesforce when email domain verification is enforced. To control whether Salesforce sends one of these emails when your org gets Summer ’26, update a Deliverability setting.
Find Pipeline and Forecasting Help in a Dedicated Space: Pipeline Inspection, Revenue Intelligence, Sales Insights, and Salesforce Forecasting Help topics are now in the Sales Pipeline Visibility and Forecasting help bundle. The content remains the same—only the location has changed.
Access Agentforce from Your Outlook Integration: Leverage the power of Agentforce directly from your Outlook integration to prepare for meetings, summarize records, and trigger custom actions.
Outlook Integration: Outlook Integration replaces Salesforce for Outlook and gives users new capabilities, like the use of Agentforce for emails.
Pipeline Inspection: Identify stakeholder gaps and focus on deals that need more attention by seeing which contacts are actively engaged in a deal. Track inbound and outbound activities for opportunities at a glance. Get more context with new columns for alerts, contacts, activity, and methodology, and set the default list view that users see when they open Pipeline Inspection.
Gauge Relationship Health Quickly in Pipeline Inspection: Give your sellers the ability to assess engagement levels without scrolling through the activity timeline. Pipeline Inspection now includes an Activity column with a heatmap that tracks inbound and outbound activities, such as voice calls, video calls, events, and emails, over a 30-day period.
Get a Fuller View of Your Pipeline with Built-In Insights: See more context on every deal so you can spot risks faster and move your deals forward. The Alerts, Contacts, Activity, and Sales Methodology columns now appear in your Pipeline Inspection list views automatically. Reorder or remove the columns to fit how you work.
Identify and Manage Active Contacts in Pipeline Inspection: Identify stakeholder gaps and focus on deals that need more attention by seeing which contacts are actively engaged in a deal. Find the new Contacts column to see a count of people involved in activities, such as emails and meetings, within the last 30 days.
See Deal Alerts at a Glance in Pipeline Inspection: The new Alerts column in Pipeline Inspection shows a count of the most urgent deal insights, so sales reps can quickly spot and address at-risk opportunities. The alerts shown depend on your enabled features. For example, insights about service cases appear only if you use Cases. For consistency, the Needs Attention header in the Insights section of the side panel is now also called Alerts.
Set the Default List View for Pipeline Inspection Users: Decide whether users see My Pipeline or a public list view as the default when they open Pipeline Inspection for the first time. When the setting is on, My Pipeline is the default. When it's off, users start on the public list view that's first alphabetically.
Track Deal Progress with Sales Methodology Suggestions from Agentforce: Sellers can now use Pipeline Management to update sales methodology criteria and confidence levels for opportunities. View suggestions in the Agent Activity column, or update the fields at any time in the Sales Methodology tab in the Pipeline Inspection side panel. The agent's suggestions are based on notes, calls, and emails, so you can feel confident that they're grounded in timely, meaningful data.
DKIM Signatures Protect the Reply-To Header: When you sign email sent by Salesforce with a DomainKeys Identified Mail (DKIM) key, the signature configuration now includes the Reply-To header. To protect against conversation hijacking, this change prevents modification of the Reply-To address during delivery. If you use DKIM keys, you get this benefit automatically. Otherwise, set up DKIM keys to sign outgoing email sent by Salesforce.
Update Einstein Activity Capture and Migrate Email Before the Automatic Update: Update Einstein Activity Capture and migrate previously captured email to Salesforce activity data prior to the automigration. When you update and migrate your email, all new and previously captured emails are synced, stored, and available to platform tools and operations. If you don’t complete the process yourself, we automatically update Einstein Activity Capture and migrate your email.
Event Data Is Now Stored on the Salesforce Platform: Event data synced through Einstein Activity Capture is now stored on the platform. This update is automatic and requires no action on your part. Meeting invitees included in past events who don’t have a contact, lead, or user record no longer appear in Meeting Digest. However, invitees without records included in upcoming events appear in Meeting Digest. Also, users outside of an Einstein Activity Capture configuration no longer see event data on the activity timeline. If you move these users into a configuration, data from the previous 180 days populates their timeline.
Upgrade Microsoft 365 Authentication in Einstein Activity Capture to Microsoft Graph: Transition your Einstein Activity Capture’s Microsoft Office 365 authentication to Microsoft Graph by August 3, 2026, to keep your data syncing without disruption when Microsoft retires Exchange Web Services (EWS) in October 2026. Microsoft Graph is the new, secure, and scalable standard for authentication. Proactive notifications and a single-click tool make the upgrade process smooth.
Einstein Activity Capture: Einstein Activity Capture is changing. Update to use Sync Email as Salesforce Activity before you’re automatically migrated. And, if you use Microsoft Office 365, upgrade your connection for Einstein Activity Capture to Microsoft Graph by August 2026.
Set the From Address for Email Sent for Users with Unverified Domains: Select an organization-wide email address to use as the From address when Salesforce sends email for users with unverified domains. With this option, outgoing emails use a From address that reflects your company's brand.
Email Configuration: Salesforce now requires email domain verification to send email. Verify your email-sending domains, and enable a substitute email address for users whose domains you can't verify. If you previous worked with Salesforce to disable email change verifications, use a DKIM key or an authorized email domain instead.
Check Your Domain’s Verification Status: To avoid email delivery failures for emails sent from Salesforce, check your domain’s verification status. Salesforce now sends emails only from verified domains.
Verify Your Email Domain Ownership: To avoid disruption in email sent from Salesforce, verify the domains that you own with a DomainKeys Identified Mail (DKIM) key or an authorized email domain. As part of our ongoing efforts to strengthen the security of our email services, email domain verification is now mandatory. Salesforce no longer delivers emails from unverified domains, even if the email address is verified.
Keep Email Flowing for Users with Unverified Domains: Enable users whose email domains you can’t verify—such as users with public email addresses, consultants, and site users—to send email from Salesforce. With your substitute email address, the user’s display name remains unchanged, but the From address uses an organization-wide email address or an email address that ends with .sfcustomeremail.com. This option also applies to system-generated emails and emails sent via shared email accounts with an unverified domain.
Upgrade Microsoft 365 Authentication in Inbox to Microsoft Graph: Keep your emails, events, and contacts syncing without disruption by transitioning your Inbox’s Microsoft Office 365 connection to Microsoft Graph by October 1, 2026. Microsoft is retiring Exchange Web Services (EWS) in October 2026, making Microsoft Graph the new, secure, and scalable standard for authentication.
Upgrade Microsoft® Exchange Web Services to Microsoft® Graph in Lightning Sync Before October 2026: Microsoft announced the retirement of Exchange Web Services (EWS) for Microsoft Office 365 starting October 2026. Lightning Sync configurations that use EWS won’t capture or sync data after this retirement. To avoid service disruption, upgrade to the Microsoft Graph authentication method in Lightning Sync setup now.
Prepare for the Lightning Sync Retirement and Migrate to Einstein Activity Capture: Lightning Sync is scheduled to retire in 2027. Migrate to Einstein Activity Capture to continue syncing contacts and events between Microsoft® or Google applications and Salesforce. Use the Lightning Sync migration tool to complete the process.
Sales Engagement Data Is Now Native to The Salesforce Platform: Sales Engagement metrics for new customers are stored natively on the Salesforce Platform. For existing customers, data migration begins in June. With this change, email engagement tracking now captures only the first and last engagement of each engagement type per email, rather than total engagement counts. The Sale Engagement Performance dashboard will be deprecated in October.
Salesforce to Salesforce Is Being Retired (Release Update): 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.
Salesforce for Outlook: Full product retirement for Salesforce for Outlook is scheduled for December 2027. If you’re sticking with Salesforce for Outlook for now, you can access past release notes about the current version from the Trailblazer Community.
Salesforce for Outlook Is Being Retired in December 2027: 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.
Sales Performance Management: Enhance territory accuracy, field productivity, and data integration with a modernized Sales Planning experience. View segment criteria and inherited rules directly to resolve assignment conflicts, and use updated design patterns to reduce clicks for key actions like assigning and locking units. Administrators can now customize routing engine constraints to prioritize specific KPIs, such as minimizing travel time or maximizing time in-store. Additionally, map proprietary data during integration, reveal sales opportunities on partner sites, and visualize planned field visits against past metrics.
Salesforce Maps and Salesforce Maps Advanced: Map crucial proprietary and third-party data when you integrate it with your Salesforce data. Reveal sales opportunities on partner sites. And visualize planned field visits compared with past visit metrics.
Customize Route Optimization with Advanced Routing Profiles: Maximize field representative productivity by customizing the constraints and penalties used by the routing engine. Instead of a one-size-fits-all approach, administrators can now create profiles that prioritize specific business KPIs, such as minimizing travel time or maximizing time in-store. This flexibility reduces operational costs and ensures high-priority accounts receive the attention they require.
Sales Planning: Create quota plans from territory hierarchy, owner, and attribute data within sales plan segments. Design territories with current Salesforce data. And distribute work fairly among sales teams that don't rely on geographic boundaries.
Differentiate Sales Goals with Currency and Quantity Targets: Gain flexibility in your planning process by defining whether goals are currency-based or quantity-based. Stylize targets to reflect specific metrics, such as revenue growth in your default currency or unit counts for new logos. This ensures your goals are presented clearly and accurately across all Sales Planning views.
Salesforce Spiff: Discover the latest enhancements that improve your incentive compensation management experiences.
Work Faster with a Modernized Territory Planning Interface: Experience a more intuitive, consistent design across Sales Planning that simplifies your daily workflows. Modernized design patterns reduce clicks for key actions, such as assigning and locking units to specific areas. Streamline your territory alignments and manage complex datasets with greater speed.
Prevent Rule Conflicts with Enhanced Segment Rule Visibility: Ensure accurate territory alignments by viewing segment criteria and inherited rules directly within the planning interface. This update surface parent segment rules and flags area-level assignment conflicts in the header, allowing you to resolve overlaps before they impact your data.
Drive Deal Progress with Prioritized Suggestions: Keep deals on track by reviewing AI-generated suggestions for opportunity next steps in Sales Workspace. Sellers can also stay on top of communications by acting on reminders to reply to overdue emails from key leads and contacts.
Salesforce Contracts: Extract contract data at scale from external repositories by using bulk extraction pipelines designed for high-volume processing. Extract contract data from individual documents with flexible pipelines that support model selection and prompt templates. Route contract approvals through multilevel and conditional approval workflows by using Advanced Approvals. Generate localized documents that reflect user language, currency, and regional settings. Keep selected tokens unchanged in generated documents when no value is provided to support workflows such as e-signature processing.
Salesforce Data Pipelines: Inspect your Data Prep recipes for performance and troubleshooting. Export recipe schedules for your external calendar. Upload and download your recipes directly from Data Manager.
Salesforce Document Generation: Represent complex business data with hierarchical bundles and grouped data. Protect documents and indicate their status with dynamic text watermarks. Navigate long documents efficiently with automatically updated tables of contents for DOCX and PDF outputs. Generate and preview documents from record pages and flows by using the Generate Document component. Add requests to active document generation batches without restarting batch jobs.
Salesforce Enforces Security Reviews for Private AgentExchange Listings: To ensure the highest level of trust and protection for customers, solutions can't be installed from private or unpublished AgentExchange listings until the solutions have passed the Salesforce security review. The install and demo buttons are disabled on listing pages with unreviewed solutions.
Accelerate Setup with Salesforce Go: Salesforce Go expands its support for Advanced Accruals capabilities under Rebate and Accruals Management Advanced, providing a tailored, one-stop setup experience. Access help content and setup resources to quickly learn features and complete configuration.
Knowledge: Get AI-generated answers in the Enterprise Knowledge component. Unified Knowledge retires in Summer ‘27, so migrate to Salesforce Enterprise Knowledge.
Personalization Features Released by Month: Salesforce Personalization and Marketing Cloud Personalization features and changes are released as often as monthly, so check back soon for the latest updates.
Salesforce Pricing: Scale your pricing logic with CSV-based decision tables, sync decision tables at the recipe level, and map more variables in the Map Line Item element.
Validate Production Readiness During a Release Upgrade by Using a Non-Preview Sandbox: During the transition from one Salesforce major release to another, sandboxes get upgraded on different timelines based on their release type. Preview sandboxes provide early access to new features and are upgraded approximately 6 weeks before production orgs, while non-preview sandboxes are upgraded as the major release upgrade completes. Between the completion of a major release upgrade and the start of the next release upgrade, we attempt to create preview sandboxes by default when you create or refresh a sandbox. Now, you can choose to create a non-preview sandbox during this window of time. Previously, you could create a non-preview sandbox during this time window only by contacting Salesforce Customer Support.
Quick Create and Quick Clone Are Now Available for Government Cloud: With the Quick Create technology, you can create a Full sandbox from a production org hosted on a Hyperforce instance faster than the legacy method. With the Quick Clone technology, you can replicate a Developer, Developer Pro, Partial, or Full sandbox hosted on a Hyperforce instance faster than the legacy method. While performance varies by org, most customers see processing times two to three times faster with Quick Create and Quick Clone than with the legacy methods.
Scalability: Optimize and test your implementations. Troubleshoot errors, identify issues with application performance, and improve how you scale.
Deploy Scalable Apps with Scale Center: Scale Center is more powerful with the general availability of Org Overview, Database Insights, and LEX Performance Insights. You can now visualize request trends for prescriptive peak-hour recommendations and pinpoint expensive SOQL queries with integrated execution plans via Plan Analyzer. You can turn on Scale Center for five Standard (non-SysAdmin) users per org.
Analyze Your Most Popular Pages with Usage Insights (Generally Available): Identify your most used pages and evaluate their performance by reviewing desktop usage data in the Usage Insights tab. Use actionable data on page views, daily active users, and experienced page time to pinpoint performance bottlenecks and focus on your most popular pages. This feature was previously in beta, and is now generally available.
Plan and Peak Load Test with Scale Test: Use Scale Test's streamlined interface to run large-scale tests with greater precision. A revamped booking flow now integrates Trial Run Accuracy data for better load predictions. Leverage production hotspot data for realistic scenarios with sandbox test creation.
Security, Identity, and Privacy: Prepare for new and upcoming security enhancements. Restore data more effectively and gain control over backup operations. Ensure your integrations stay connected by switching to unique, branded web addresses. Meet standard regulations with AI-driven insights.
Package External Client Apps in First-Generation Managed Packages: Package external client apps in first-generation managed packages to distribute them to other orgs. Create an external client app with Packaged distribution state, add it to your managed package, and install it in subscriber orgs alongside other packageable components.
View Authentication Context Class Reference (ACR) Values in the Login History and Login Events: You can now use the login history and login events to see Authentication Context Class Reference (ACR) values sent by your single sign-on (SSO) identity provider. Use this information to determine whether your identity provider uses a strong or weak authentication method. SSO logins with strong ACR values can skip device activation.
Add a Security Contact for Incident Alerts: Provide security contact information so that Salesforce can send security alerts and communications to this contact. For the security contact email address, we recommend that you use a monitored distribution list. The security contact information is now required on the Company Information page in Setup. To make sure that you continue to receive security alerts, make a plan to review these fields on a regular basis.
Enable Native Browser Authentication for iOS Before Passkey Enforcement: Before you enable passkey enforcement for mobile SDK apps on iOS, turn on native browser authentication in My Domain. Otherwise, users who register passkeys are permanently locked out of your mobile app and must reinstall it or clear app data to recover.
Track Security Investigation Performance with Average Resolution Time and Risk Score (Beta): Monitor your Salesforce security investigation effectiveness in Security Center with Agentforce. Average Resolution shows how quickly your team resolves security incidents and whether resolution times are trending up or down compared to the previous 30 days. Risk Score helps you prioritize investigations by categorizing each incident as low, medium, or high risk.
Get Remediation Plans for Security Incidents (Beta): See standardized, step-by-step guidance to resolve security incidents after they’ve been investigated. Security Agent provides a remediation plan tailored to the detected anomaly, guiding you through the necessary steps to contain the threat and reduce the risk of it happening again.
Follow Incident Timelines for Investigations (Beta): Understand the full context of a security incident by seeing related activities on an Incident Timeline. Security Agent analyzes Event Monitoring logs to provide a complete view of what happened before, during, and after an anomaly was detected. This context eliminates manual data correlation and accelerates the investigation process.
Focus Security Investigations with Anomaly Triage (Beta): See related security anomalies consolidated into a single investigation. The Security Agent correlates anomalies from the same user session or user activity within 24 hours, creating an investigation only when it identifies a unique threat. This approach reduces alert fatigue and directs your security team to the core incident.
Identity and Access Management: Use login history and login events to see Authentication Context Class Reference (ACR) values sent by SSO identity providers. Protect your data by switching to the OAuth 2.0 web-server or client credentials flows before the username-password flow stops working.
Backup and Recover Next: Gain more control over backup operations, with the ability to start and stop backups on demand.
Back Up and Recover Data in US East and West: Protect your Salesforce data with regional options in the United States. Backup & Recover Next now includes US East and US West regions, expanding beyond Japan, India, and GovCloud regions. These regions give you more geographic options to store your backup data and meet regulatory requirements.
Manage Backup and Recover Next with REST APIs: Integrate Backup and Recover Next into your processes by using REST API endpoints. Run, cancel, and configure backups, view compare and restore activities, compare backup data, and retrieve audit event logs directly from custom apps.
Cancel Backups in Progress: Stop a backup while it’s running to address production data errors or modify backup options.
Run Backups Multiple Times a Day: Protect your organization's data with more frequent backups in Backup & Recover Next. Choose how often to automatically run your backups in a day, up to every hour. These backups use a new dedicated retention tier with a default of 14 days (configurable from 1 to 30 days).
Automate Backup and Recover Operations Through the MCP Server: Automate and integrate Salesforce backup and recover operations into your AI workflows with the Backup & Recover MCP server. Use natural language commands to programmatically monitor backup history, run on-demand backups, configure backup settings, and compare snapshots. Select specific records to restore and track all activities through audit events.
Back Up Data on Demand: Initiate a manual backup at any time instead of relying only on scheduled operations. This capability allows you to protect your data immediately before performing system maintenance or after a failed automated run. Run on-demand backups up to three times a day to provide an extra layer of security for critical data before planned updates.
Pause Scheduled Backups: Temporarily stop scheduled backups on demand and restart them when you’re ready. While scheduled backups are inactive, on-demand backups and other app features remain available.
Encrypt Backup Data with Tenant-Specific Keys: Protect your at-rest backup data and meet compliance requirements by using dedicated, tenant-specific root keys with Shield Platform Encryption. Create a key with Shield Platform Encryption, or bring your own root key.
Restore Records with Hierarchical Relationships: Recover parent records and their related child records in a single, dependency-aware operation to maintain data consistency and reduce recovery time. This capability identifies deleted relationships and uses an interactive tree visualization to help you select specific deleted records for recovery. By maintaining referential integrity, save time and ensure data consistency. This approach reduces Recovery Time Objectives (RTO) by automating the discovery and restoration of child records. This capability ensures that you don’t lose the relationships between the parent and child objects to accurately return data to its previous state.
Restore Specific Fields with Field-Level Recovery: Select which object fields to restore from a backup to avoid overwriting valid changes in unselected fields. This control ensures that the restore process updates only necessary data on target records.
Restore Files and Attachments from Backups: Include files and attachments during data restoration for a more comprehensive recovery of your records. This feature ensures that restored records include all associated information and external references.
Retry Failed Restore Attempts: Recover data more effectively by retrying restore attempts that didn't complete successfully. This feature provides a direct way to address restoration errors without starting the entire process over.
Select Your Backup Storage Region for Data Residency Compliance: Choose the region where your Backup & Recover data is stored during onboarding to meet regulatory requirements and align with your disaster recovery strategy. You select your preferred region from a list of available regions, and all backup data for your org is stored in that location. Once you select a region, you can't change it.
Security Center Essentials (Generally Available): Security curious? Check out Security Center Essentials, a powerful dashboard that shows your org’s Health Check score plus six other fundamental Security Center metrics at no additional cost.
Security Center with Agentforce (Beta): The Security Agent now streamlines your workflow with consolidated investigations that group related anomalies to reduce alert fatigue. Gain full context via an automated Incident Timeline and follow standardized, step-by-step remediation plans tailored to each threat to accelerate resolution and reduce manual correlation.
Follow Size Guidance for CSP Headers: Provide a reliable experience when external sites serve content from your org in an iFrame. Target a Content Security Policy (CSP) header under 12 KB to reduce failures caused by infrastructure limits on HTTP header size. Customers report issues as headers approach 16 KB, and third-party processing can increase header size.
Data Detect: Data Detect now offers enhanced capabilities for continuous compliance monitoring through automated, recurring (weekly, monthly, or yearly) scans. In addition, you can scan to include precise keyword and phrase matching by using user-defined dictionaries, greatly improving compliance adherence and content moderation. Broaden your data privacy reach by scanning encrypted text-based fields like Text, Long Text Area, Rich Text Area, Text Area, and text (encrypted). Data Detect supports field scanning with Field level Encryption or Classic Encryption for fields, but encryption does increase the total scan time by approximately one and a half times. You can now enjoy easier data review with excerpt snippets coupled with important security controls.
Stop Running Data Scans: Immediately halt a running data scan rather than waiting for it to finish. Stop processes triggered by error or shift priorities without generating unwanted results.
Restrict the OAuth 2.0 Device Flow to Local External Client Apps (Release Update): To secure the OAuth 2.0 device flow, Salesforce is restricting this flow to local external client apps with a localhost callback URL. To prepare for this change, review your usage of the device flow and update your connected apps and external client apps to meet the new criteria. For connected apps, you must migrate to external client apps to continue using the device flow.
Monitor Usage of the OAuth 2.0 Device Flow: To monitor usage of the OAuth 2.0 device flow, use the new OAuth Device login subtype. This new login subtype helps you identify affected apps to prepare for upcoming restrictions to device flow usage. Previously, usage of the device flow was tracked under the OAuth Web Server login subtype.
Domains: Route your domain URLs through Salesforce Edge Network.
Disabling External Client Apps Now Blocks SAML Login: We fixed a security gap where external client apps still allowed SAML single sign-on (SSO) using Salesforce as an identity provider, even when the app or its SAML plugin was disabled. Now, for SSO to work, both the app and the SAML plugin must be enabled. If either one is disabled, the SSO login fails.
Event Monitoring: New event IDs and Transaction Security Policy controls improve the overall security posture of orgs and their users.
Gain Deeper Insight with GraphQL Query Events: GraphQL query event log files contain information about executed queries, including total execution time, the number of invocations, and any reported errors. This event data improves admin observability, enhancing org performance and security.
Streaming of Login Events Available to All Customers: All customer orgs now have access to LoginEvent streaming. This allows them to have real-time visibility into login activities, which can be streamed easily. Storage is only available with a Shield or Event Monitoring license.
Modify Transaction Security Policy Permission: The new Modify Transaction Security Policy (TSP) permission provides an extra layer of control and security for your policies. This permission is required to create, delete, and update TSPs, and it supports Step-up Authentication for additional security. Users with only the Customize Application permission are now restricted to view-only access.
New Profile and Role IDs: Profile ID and Role ID have been added as new fields to all real-time events. This enhancement offers deeper user insights, enabling you to build Transaction Security Policies (TSPs) more quickly and declaratively.
Report Export Transaction Security Policy: A new Transaction Security Policy (TSP) is available to enhance data protection across all orgs. This policy monitors report events and triggers Step-up Authentication if a user attempts to export more than 10,000 records through the user interface.
TSP Notification Requirement Change: The requirement for a notification user in Transaction Security Policies (TSPs) is now optional. Existing policies are not effected.
Avoid Email Disruption with Automatic June Updates: Salesforce is taking steps to help prevent email delivery disruption when Salesforce removes your temporary email-sending domain allowlist. Starting June 23, 2026, we turn on a substitute email address for unverified domains.
Valid Session Is Always Required for Email Address Changes: To improve security, Salesforce now requires a valid session for all email address changes. If a user doesn’t have a valid session, Salesforce prompts them to log in to complete the email address change. Previously, Salesforce required a valid session only if the setting “Require identity verification for email address changes” on the Identity Verification page was enabled.
Find Admin Security Content for the Platform in One Place: Learn about the Salesforce Platform security features available to all admins in the new Secure Your Salesforce Org tile on Salesforce Help. The curated content covers how to configure key security features and guides you to Salesforce-recommended baseline security settings.
Review and Comply with New and Upcoming Security Requirements: To protect against evolving cybersecurity threats, Salesforce strengthens security controls. Salesforce requires email domain verification to send email. Starting in June 2026, Salesforce enforces other controls, including Multi-Factor Authentication (MFA) for all users, phishing-resistant MFA for Salesforce admins, and login IP address restrictions. And in Winter ’27, Salesforce retires the OAuth 2.0 username-password flow for connected apps.
View and Export Sensitive Data Excerpts in Data Detect Scan Results: Quickly identify the types of sensitive data within your records by viewing an ‘excerpt’ of ‘found value’ snippets right in your scan results. Enjoy easier data review with important security controls.
Field Audit Trail: The Field History Explorer now allows users to download field history changes for any record directly from the page
Field History Explorer Downloads: Downloads are being added to the Field History Explorer (FHE) page. This allows users to download field history changes for any record directly from the page for audit use cases.
Health Check: Health Check has received several new signals to help keep your org secure, and admins now receive weekly notifications by default.
New Signals for Health Check Scores: Security Health Check has several new signals that can impact your current score. Update your custom baselines with these new signals and address any non-compliant settings to maintain your security.
Weekly Notifications by Default: Admins now receive weekly Health Check notifications from launch for new production orgs. These alerts keep admins informed without the need for manual monitoring. To opt out, manually turn off notifications via the Security Health Check settings in Setup.
Security Health Review: Security Health Review evaluates your org against Salesforce security best practices and provides on-demand security posture reports with remediation guidance.
Generate On-Demand Security Posture Reports with Health Assessments Agent: Generate on-demand security posture reports and get step-by-step remediation guidance with the Health Assessments Agent. Evaluate your org against Salesforce security best practices across authentication, permissions, data security, API configurations, and compliance. Ask questions about specific findings, get remediation guidance, and track progress across scans.
Host Multi-Framework Apps Securely on the Salesforce App Domain: Securely host React and other multi-framework web apps on the salesforce.app domain. Add *.my.salesforce.app to your allowlist to use browser-native isolation that separates third-party dependencies from Lightning Experience and internal Salesforce components. The Salesforce app domain isn't available on Alibaba Cloud or Salesforce Government Cloud.
Enable Precise Scanning for Exact Keywords and Phrases with Data Detect: Now you can Extend Data Detect capabilities for precise keyword and phrase scanning, enhancing Salesforce Data quality and compliance. You can define a dictionary of up to 1,000 specific terms such as prohibited marketing terms or proprietary internal codes. Efficiently scan millions of records across objects and fields pinpointing exact matches. Significantly improve compliance adherence and content moderation by using an efficient method to enforce content policies and review detailed results on a dashboard or through export.
Prepare for Login Changes: Salesforce plans to make two changes to simplify and improve your login experience. Starting in June 2026, Salesforce prompts users to enter only their username as the first login step. And starting in August 2026, login with an email address becomes the default experience.
Identify and Remove Malformed Trusted URLs: Salesforce now excludes malformed URLs from generated Content Security Policy (CSP) HTTP headers. To keep your Trusted URLs list accurate, remove any malformed entries.
Identity Verification Is Required to Register New MFA Verification Methods: When multi-factor authentication (MFA) requirements are enforced in your org, users must verify their identity to register new verification methods. Users can verify their identity with another verification method that's already registered on their account. If they don't have a registered verification method, Salesforce sends a one-time verification code to their email address or phone number.
Usability Improvements for MFA Registration Pages: To improve the multi-factor authentication (MFA) user experience, we updated the pages where users select a verification method. The updated pages use clearer terminology that is less technical and more user-friendly. They also highlight passkeys as a recommended method, which guides users toward faster, easier, and more secure MFA. These changes improve the user experience for enforcement of the multi-factor authentication (MFA) requirement for employee users.
Migrate Packaged and Distributed Connected Apps to External Client Apps: Safeguard your org from security risks by migrating your packaged and distributed connected apps to packaged external client apps. Use the connected app migration tool to create a packaged external client app. Migrate connected apps that are packaged in first-generation or second-generation managed packages as well as those distributed to other internal orgs to packaged external client apps. Customer OAuth flows, tokens, and active sessions remain valid through package upgrade, so there's no need to reconfigure or reauthorize for the packaged external client app.
Named Credentials: When you create an external auth identity provider, the callback URL is constructed using the org’s My Domain name.
External Auth Identity Provider Callback URL Uses My Domain: When you create an external auth identity provider, a callback URL is generated for the external system to redirect back to. Now, the callback URL is constructed by using the org’s My Domain name. Instead of the URL https://login.salesforce.com/services/extidp/callback, the callback URL is now https://<my_domain_name>/services/extidp/callback. If the external auth identity provider is associated with a managed package, then the callback URL is constructed by using the package namespace.
OAuth Security Controls Are Enforced for New External Client Apps and Connected Apps: Starting in July 2026, Salesforce enforces OAuth security controls for new external client apps and connected apps. The Proof Key for Code Exchange (PKCE) extension is required for apps that use the authorization code grant type. For apps that use the refresh token flow, Salesforce requires two controls: refresh token rotation and a 30-day limit to the time-to-live (TTL) for idle refresh tokens.
Only Stage and Rotate OAuth Credentials for Local External Client Apps: Use the OAuth Staged Credentials Connect REST API endpoint to manage the OAuth key and secret for only local external client apps. The initial release note and the help topic for this feature didn't specify that credentials can't be staged and rotated for packaged external client apps.
Other Security Changes: Identify and remove malformed trusted URLs. Use a smaller Content Security Policy (CSP) header size to reduce failures when other sites serve content from your org.
Passkey-First MFA Registration and Improved Passkey Experience: Passkeys are one of the most secure, fastest, and easiest ways to log in to Salesforce, and we want all users to experience their security and usability benefits. Passkeys are now the first verification method that users see for multi-factor authentication (MFA) registration, regardless of your org’s previous identity verification settings. We also simplified the passkey registration and login experiences. Instead of separate experiences for built-in authenticators and security keys, we now have unified passkey experiences.
Manage Passkeys and Security Keys With Ease: It's now much easier to set up and manage phishing-resistant verification methods for passwordless login and multi-factor authentication (MFA). On the new Passkeys page in your personal settings, you can view your registered passkeys and security keys, set up new ones, and delete ones that you no longer use.
Shield Platform Encryption: Start managing your Field-Level Encryption (FLE) policy from the Shield app. Prepare for the legacy FLE experience retirement from Setup in Winter ’27. Sync large amounts of data to your active key with fewer delays.
Encrypt Backup & Recover Next Data: Backup data presents the same compliance and security risks as live data. Protect your data backups with Shield Platform Encryption for Backup & Recover Next. Encrypt backups with tenant-specific root keys that you control. These root keys secure and control the data encryption keys used to encrypt backups at rest. You can generate a root key in Setup, use Bring Your Own Key (BYOK) to upload a key, and rotate root keys.
Prepare for a Consolidated Field-Level Encryption Experience in Winter ’27: Salesforce plans to retire the legacy Field-Level Encryption (FLE) experience from Setup in Winter ’27. When this change occurs, users are redirected to the new FLE experience in the Shield app, which is available starting in Summer ’26. Your existing FLE policy and all related functionality are preserved while we roll out these UI enhancements.
Increased Record Limit for Encryption Sync: You can now run self-service background encryption on objects containing up to 40 million records. The larger limit threshold means that you can expect fewer delays when syncing data to your active key.
Manage Field-Level Encryption with an Upgraded UI: You can now set up and maintain your Field-Level Encryption (FLE) policy directly from the Shield app. The new UI makes it easier to review encryption blockers, enable or disable encryption for fields, and update encryption schemes. The legacy UIs for managing FLE are still available in Setup and in the Shield Extension managed package.
Privacy Center: Centralize customer consent and automate data compliance across Privacy Center. With Global Consent Manager, store consent in a single, scalable system of record and manage billions of consent interactions across your marketing and data processing activities. With Agentforce in Privacy Center, use AI-powered metadata scans and remediation suggestions to detect potential issues and help meet regulations, such as GDPR and CCPA.
Automate Data Compliance with Agentforce in Privacy Center: Discover and resolve potential compliance issues in your org with a proactive, AI-powered experience. Configure your compliance framework with standard regulations like GDPR and CCPA, run automated metadata and compliance scans, and get remediation suggestions to improve your compliance score.
Manage Consent at Scale with Global Consent Manager: 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.
Migrate to a Multiple-Configuration SAML Framework (Release Update): If you see this release update, your Salesforce instance is using our original single-configuration SAML framework, which supports single sign-on (SSO) with only one identity provider. We’re giving you a final reminder that with Summer ’26, we no longer support the single-configuration SAML framework. To make sure that your SSO configurations don’t break, migrate to our newer multiple-configuration SAML framework, which supports SSO with multiple identity providers instead of just one. If you don’t migrate, your SAML SSO configurations will stop working when this release update is enforced in Summer ’26.
View Phishing-Resistant, Standard, and Weak MFA Methods in the SAML Assertion Validator: Use the SAML Assertion Validator to determine whether your single sign-on (SSO) provider satisfies multi-factor authentication (MFA) requirements, including phishing-resistant MFA for privileged users. The validator now shows you whether your SSO provider’s authentication signals are classified as phishing-resistant, standard, or weak. Previously, it only classified values as strong or weak.
Scan Encrypted Fields for Sensitive Data in Data Detect: Now, you can broaden your data privacy reach by scanning encrypted text-based fields. Data Detect supports scanning for Text, Long Text Area, Rich Text Area, Text Area fields, and text (encrypted) with Field Level Encryption or Classic Encryption. Scanning encrypted fields does take longer. If you include encrypted fields in your scan, your total scan time can increase by approximately one and a half times.
Automate Sensitive Data Monitoring with Recurring Scans in Data Detect: Automate sensitive data monitoring for continuous compliance. Define weekly, monthly, or yearly recurrence intervals by using the schedule creator's time zone. Each time a recurring scan is run, it uses the latest version of the associated policy. All existing scan schedules can be easily viewed, edited, or deactivated.
Security Center: New Alert metrics are available to enhance the security posture of your organization.
Get New Security Center Alert Metrics: Security Center has several new Permissions metrics to enhance your organization's security posture and ensure that users have appropriate system access.
Salesforce Shield: Shield improvements cut down on clicks and save you time. Scan more of your data, including encrypted data, in more detail with Data Detect. You can also schedule and automate Data Detect scans. Manage your field-level encryption policy, check for encryption blockers, and download field history changes directly in the Shield App. New Profile ID and Role ID fields for all real-time events make it easier to build Transaction Security policies via the Condition Builder.
Test Step-Up Authentication: To prepare for upcoming security requirements, you can now enable step-up authentication for different setup areas in your org. With step-up authentication, Salesforce prompts users for periodic authentication to take certain actions. To control how often users are prompted, configure the step-up authentication period. The maximum period is 2 hours.
Monitor Administrative Changes to Profiles with Transaction Security Policies: Maintain a robust auditing framework and monitor elevated security privileges using Transaction Security Policies. Generate tracking events and block unauthorized changes in real time when salesforce admins modify or create user profiles with critical permissions. Track the specific removal of the TransactionSecurity Exempt permission.
Triple DES for SAML Single Sign-On Is No Longer Supported: The Triple Data Encryption Standard (Triple DES) algorithm is no longer supported for SAML single sign-on (SSO). If your configuration still uses Triple DES, users can’t log in via SSO. This change applies to all SSO configurations that use the Triple DES algorithm, whether you use Salesforce as an identity provider or as a service provider. To improve security, use the Advanced Encryption Standard (AES) algorithms, AES 128 or AES 256, instead.
Salesforce-Managed X (Formerly Twitter) Authentication Provider Retirement (Release Update): The Salesforce-managed app for the X (formerly Twitter) authentication provider is being retired. This update breaks any single sign-on (SSO) configurations that use the Salesforce-managed X app. To avoid disruptions, create a custom X app and update your SSO configurations.
Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update): When this release update is enforced, we'll stop supporting the OAuth 2.0 username-password flow for connected apps. This update will break all connected app integrations that use this flow. For better security, update your integrations to use the OAuth 2.0 web-server flow or the OAuth 2.0 client credentials flow instead.
OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update): 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.
Self Service: Configure Agentforce Orchestrator to route your Experience Cloud site conversations to the right AI agents and workflows. Deliver a unified Concierge experience with an intelligent prompt bar, suggestion themes, a persistent sidebar, and a dedicated homepage that combines AI-assisted components in one interface. Guide users to resolve requests with dynamic content tiles and contextual AI assistance on record pages. Personalize interactions for authenticated users based on their engagement data, and track site activity with Self-Service Analytics to measure effectiveness and improve AI recommendations.
Service: Learn about the latest features and updates to supercharge support team productivity and operations.
AI Solutions for Service: Enhanced Summaries are now available in your locale language. Work Summaries for Enhanced Messaging sessions and Voice calls are also available in your locale language.
Case Management: Enhance case management and improve support rep productivity with new collaboration tools. Resolve cases faster by merging duplicate cases in Omni-Channel queues. Use a new Agentforce action to identify the best available experts to solve a case. Capture detailed problem statements in a rich text editor and draft case comments with generative AI.
Service Insights: With just one Tableau Next Creator license, analysts can now customize out-of-the-box data models and dashboards to fit unique business needs, delivering tailored insights to the entire team without requiring additional user licenses.
Customize Service Insights Tableau Next Analytics Apps for Your Business: Take control of your analytics experience by customizing the pre-built apps directly in Tableau Next—no need to start from scratch. With at least one Tableau Next Creator license, analysts can now edit the out-of-the-box semantic data model to add calculated fields and metrics tailored to their business. Customized content remains accessible to all Limited Consumer users in the embedded experience, so your entire team benefits from the changes.
View Service Insights on Connected Companion Orgs: Service Insights is now compatible with Data Cloud One. Streamline multi-org architecture by letting users of connected companion orgs access Service Insights features.
Ground Tableau Agent Answers in Your Organization's Language and Context: Service Insights delivers pre-packaged business preferences curated for supervisors, service leaders, and knowledge managers, so Tableau Agent understands your organization's terminology, KPI definitions, and business context out of the box. Preferences load automatically into your semantic model and inherit from the base model, and you can override them to reflect your organization's context. As a result, Tableau Agent's answers read like they come from an internal subject matter expert instead of a generic bot.
Validate and Calibrate Tableau Agent Answers with Verified Questions: Service Insights is AI-ready with over 75 calibrated questions, so Tableau Agent gives accurate, relevant answers. The questions are pre-checked against the Service Insights semantic model and aligned to supervisor, service leader, and knowledge manager personas. Override any verified question or create your own to reflect your organization's needs. Answers stay optimized and hallucinations drop, so you can roll out AI at scale with more confidence.
Access Unified Analytics in the Service Insights App: Reach all Agentforce Service analytics from a single hub in the Service Insights App. Distinct setup nodes for Customer Signals Intelligence and Service AI Adoption, and dashboard labels help you find operational, sentiment, or AI adoption insights without hunting across separate tools and setup areas.
Service Monthly Release Notes: Learn about the latest features from Service. Service features are released as often as monthly, so check here for the latest information.
Track Service Rep First Response Time Automatically: Use a new field value to capture the time (in seconds) between when a conversation is routed to a Service rep or queue, and when a service rep first responds. Service Rep First Response Time is a new value on the MessagingSessionMetricType field of the MessagingSessionMetrics object. Previously, identifying how quickly a rep responded after a session transfer required complex LWC development or API callouts to the ConversationEntry object.
Service Replies: Refine existing Service Replies workflows with the Hide Post Button. Agentforce Service Assistant offers instant responses your service reps can use. Translate Service Replies in additional languages.
Set Up AI-Assisted Self-Service Experiences on Aura and LWR Sites: Configure and deploy a suite of AI-assisted Self-Service components on your Experience Cloud site, including Agentforce Orchestrator, the prompt bar, suggestion themes, dynamic content tiles, the Concierge sidebar, and chat history. Together, these components deliver personalized, conversational Self-Service experiences for authenticated and guest users.
Setup with Agentforce: Simplify administrative tasks by using the new AI-powered agent in Setup.
Compare Permissions and Assignments of Users More Easily Using Setup With Agentforce: You can troubleshoot user access differences faster with enhanced comparison tools in Setup with Agentforce. Compare permissions for any two users, profiles, permission sets, or permission set groups, including object and user permissions. User-to-user comparisons also show differences in permission set groups, permission sets, public groups, and queue assignments. For two users, we support assignment comparison. For all other combinations, we support permission comparison only. The enhanced comparison capabilities provide actionable insights to reduce administrative time spent diagnosing access discrepancies.
View Item Details in an Expanded Agentforce Side Panel: View full record details without leaving your current Setup page. Instead of opening a new Setup tab, expand the Setup with Agentforce side panel to review details in context. If you need more space to view details, you can open the conversation in a new Setup page.
Simplify and Speed Up Admin Tasks with Setup with Agentforce (Generally Available): Work with an AI agent to complete tasks, manage your Salesforce org, and troubleshoot issues directly in Setup. Setup with Agentforce makes you more productive by streamlining tasks and reducing clicks. Instead of navigating to multiple Setup pages and researching best practices, simply chat with the Setup agent to get guidance and help completing your work. This feature, now generally available, includes improved agent responses and more supported tasks since the initial beta release.
Get More Org Health and Usage Metrics (Beta): With the Org Health and Usage dashboards you can monitor even more of your Salesforce org's health and performance metrics. Track the performance of your Lightning Experience sites and discover how to improve it. Identify custom component errors and review user access health and optimization opportunities. Review and take action on release updates that affect your org.
The Legacy Agent for Setup Can No Longer Be Enabled: Setup with Agentforce (beta) has replaced the Agent for Setup that was previously released in March 2025. Setup with Agentforce supports many more Setup tasks and is updated automatically with new functionality. The Agent for Setup is no longer being updated and can’t be enabled in new Salesforce orgs. For orgs that previously enabled Agent for Setup, the agent is still available, but we recommend that you start using Setup with Agentforce when possible.
Manage More Record Access Features in Setup with Agentforce: You can now create criteria-based sharing rules on accounts as well as ones that grant access to roles. The agent also provides information on existing sharing sets in your Salesforce org when you ask questions such as “Give me a list of all sharing sets.”
Query More Objects in Setup with Agentforce: Use natural language to get information about 18 more Setup objects via the Setup agent, making it faster to audit your org’s settings and understand relationships between different Setup components. For example, ask the Setup agent about connected apps, permission sets, or bot configurations without navigating through multiple Setup pages.
Manage Access to Setup with Agentforce with a Standard Permission Set: To allow users to enable and use Setup with Agentforce, assign them the Use Setup with Agentforce permission set, which includes the identically named Use Setup with Agentforce user permission. This standard permission set simplifies the configuration process, as you previously were required to create a custom permission set that included this permission.
The Use Setup with Agentforce Permission Is Required for Enablement: For easier permissions management, the Use Setup with Agentforce permission is required to turn on Setup with Agentforce. Previously, the Customize Application permission was sufficient to enable Setup with Agentforce, and the Use Setup with Agentforce permission was required only to use the feature.
Start Setup Tasks Faster with the Prompt Library: Browse ready-made prompts for Setup areas such as user access, flows, and org health, to quickly start a conversation with the Setup agent. Select a prompt to add it to your conversation instead of writing your own request from scratch, and then send it as-is or customize it first.
Salesforce Connect: The cross-org adapter now supports named credentials for authentication.
Build More Secure Integrations with Cross-Org Adapter Support for Named Credentials: The Salesforce Connect cross-org adapter now supports named credentials for authentication. The SOAP login() call is being retired, and password authentication, and OAuth 2.0 authentication won't be supported in the future, so we recommend that you migrate any cross-org adapter external data sources to use named credentials, a more robust and secure authentication method.
Route Contract Approvals with Advanced Approvals: Manage complex contract approval workflows by using Advanced Approvals with Salesforce Contracts. Route approvals through multilevel chains, conditional routing based on contract fields such as contract value, and approval groups such as legal or finance teams. Approvers receive notifications and approve or reject contracts directly from email.
Extract Contract Data from External Repositories in Bulk: Extract contract fields and clauses from large volumes of documents stored in external repositories, such as Amazon S3 and Google Cloud Storage, without copying files to Salesforce. Submit multiple documents in a single request and process them through an extraction pipeline designed for contracts created outside of Salesforce. Define prompt-based descriptions in extraction templates to extract metadata and clauses from contract details. Select the appropriate processing pipeline, such as Document AI for smaller files or Intelligent Extraction for large documents, and review the results in bulk extraction reports.
Extract Data from External Contracts with Flexible Single Extraction Pipelines: Extract contract fields and clauses from external documents and import them into Salesforce as structured data. Run single extraction without an AWS Textract license by using Document AI or Multimodal APIs for smaller files, and Intelligent Extraction for large documents. Configure and test clause extraction with prompt templates, and select the model that fits your use case. Store prompts in context attributes to persist configurations across mapping changes, and review results with the improved template preview experience.
Preserve Unresolved Tokens with Bypass Tokens: Apply bypass tokens to keep specific tokens unchanged in generated documents when no value is provided. For example, an Adobe Sign signature token {{Sig_es_:signer1:signature}} now remains in the generated document when no value is provided instead of being removed and breaking the signing workflow. Define a bypass list of tokens to skip replacement during document generation. Tokens in the bypass list remain unchanged unless a value is provided, while other tokens continue to follow the default behavior and are replaced with empty values.
Generate Documents in User Locale: Generate documents that reflect user-specific language and regional settings, including translated text, locale-specific currency, and date and time formats. Control localization for document generation requests to apply consistent formatting across outputs. For more granular control, manage localization for context definitions to selectively apply translations or retain original values. Document rendering depends on the selected font, so select fonts that support the required languages or use language-specific templates when needed. If localization is turned off, document data follows the org’s default language and regional settings.
Add Document Generation Process Requests to Active Batches: Add Document Generation Process (DGP) requests to a Document Generation Batch Process (DGBP) even after the batch starts running. Continue updating batches in New, In Progress, or Queued status without waiting for the batches to complete. This enhancement provides flexibility for large or evolving workloads, and it reduces the requirement to recreate batches. You can’t update a DGBP with additional DGPs after the batch status changes to completed. Previously, you could only update batches in the new state.
Protect and Categorize Documents with Dynamic Watermarking: Protect your documents and indicate their status by adding dynamic text watermarks during the document generation process. Automatically label documents as Draft, Internal Only, or with specific record data, and reduce the risk of unauthorized sharing or the accidental use of obsolete versions. This feature is available only for simple text.
Generate Documents from Record Pages and Flows: Generate and preview documents directly from record pages or flows by using the Generate Document Lightning Web Component. Add the component to a Lightning record page to generate and attach Microsoft Word, Microsoft PowerPoint, and PDF documents. Simplify setup, remove Omnistudio licensing dependencies, and extend document generation to more UI-driven use cases. This component supports merging up to 10 PDF files.
Generate Documents with Hierarchical Bundles and Grouped Data: Transform data to capture hierarchical relationships, groupings, and calculated values in generated documents. For example, build nested product bundles and organize quote line groups with their associated line items for a clearer document output. Apply grouping logic, such as grouping by selling model, price range, or quantity conditions, to present data in meaningful sections. Apply formulas to derive calculated values. Improve document accuracy by using Context Services and Data Processing Engine (DPE) to process large datasets.
Sharing: Select whether records shared with queue members are also shared with their superiors in the role hierarchy. Review the release update to address new sharing recalculation behavior. Salesforce is also changing how criteria-based sharing rules are recalculated so that organization-wide default updates process faster.
Extend Access for Unified Employee License Users: Manage user sharing access with the All Restricted Employees group, which includes only users with the Unified Employee License. By using this group, you can quickly extend access for users with a Unified Employee License.
Update Apex Code and Flows for Changed Sharing Recalculation Behavior (Release Update): To optimize performance after large-scale updates to groups or roles, Salesforce now performs some sharing recalculations asynchronously. If Apex code and flows require that share records be updated immediately, the code and flows can break when this release update is enforced. Update Apex classes, tests, triggers, and flows that update group membership or roles if they rely on synchronous sharing recalculation. This update was first available in Spring ’26.
Update Organization-Wide Defaults Quicker and More Reliably: To process changes to organization-wide defaults faster, related criteria-based sharing rules are now recalculated in parallel rather than sequentially. This improvement is most noticeable if you have many sharing rules. You can monitor the progress of the recalculation on the Background Jobs page.
Choose Whether to Grant Access Using Role Hierarchies for Queues: Use the new Grant Access Using Hierarchies setting to restrict record sharing to only specified queue members. Previously, records shared with a queue were always shared with the queue members’ superiors in the role hierarchy. This setting provides greater control over your users’ record access and prevents superiors from receiving unnecessary email notifications.
Showcase Your Expertise with a Redesigned Consultant Listing on AgentExchange: Show buyers a clear, up-to-date picture of your team's strengths, specializations, and recent track record with redesigned AgentExchange consultant listing pages. Listing metrics now focus on your current capabilities and recent project history instead of lifetime counts.
Salesforce for Slack Integrations: Beginning in Summer ’26, Salesforce channels are available by default in new orgs in Enterprise and Unlimited editions. Use the new Slack panel on record pages in Salesforce for a more streamlined user experience with Salesforce channels.
Enjoy Slack-Powered Collaboration in New Salesforce Orgs: Salesforce channels bring Slack directly into Salesforce, and now they’re easier to access than ever. Salesforce channels are set up and ready to go in orgs created in Summer ’26 and later—no manual configuration required.
Access Salesforce Channels in the Slack Panel: The new Slack panel offers a streamlined way to view and collaborate in Salesforce channels. You can open and close the panel with one click, so it takes up less room on a record page when you aren't using it.
Lightning Design System: The Salesforce Lightning Design System (SLDS) includes the resources to create user interfaces consistent with Salesforce Lightning principles, design language, and best practices.
Use Dark Mode in More Editions and Features (Beta): Enable dark mode for Salesforce Lightning Design System 2 (SLDS 2) themes in Performance and Unlimited edition orgs. And in all editions where dark mode is available, you can now upload a dark-mode version of your company’s logo for SLDS 2 themes. Dark mode shows light-colored text and visual elements on a dark background, which lays the foundation for richer theming opportunities and more customization of Lightning base components. With dark mode enabled, your users can select an appearance that reduces eye strain in low-light conditions and enhances readability.
Salesforce Lightning Design System Component Blueprints Updates: Use the new lightning-combobox variant to create button-like, pill-shaped styling. To provide better visual context for your users, you can also add icons to the combobox container and to individual combobox options.
Speed Up Service Intake Setup with the Enhanced Service Process Builder: Define attributes and curate associated product collections in one intuitive workspace. Service process designers can add attributes from the selected process type as well as context definitions and custom sources. Reduce setup friction and get service intakes ready faster by configuring attributes and products on one page.
Agentforce Service Assistant: Get ready for a new Service Assistant experience. Evolving beyond static checklists, Service Assistant now delivers conversational, real-time issue resolution guidance. Service Assistant conversationally guides service reps step-by-step through issue resolution, continuously monitors the record for new information, and dynamically updates the plan in real-time by surfacing knowledge information and completing step tasks with agent actions. In addition, Service Assistant provides a dedicated agent chat experience, providing service reps additional issue-resolution support where they can launch actions and look up knowledge information on demand. Further, Service Assistant now supports messaging sessions to provide reps real-time resolution guidance that keeps pace with the fluid, fast-moving conversations. You can also create multiple Service Assistant agents so that you can specialize each agent to a business unit, record type, or queue.
Provide Service Reps with Immediate Case and Customer Context with Case Catch-Up & Insights: Instead of spending time catching up on case details, your service reps now get a 360-degree view of a customer and key case details directly within the Service Assistant component. When a rep opens a case record, Case Catch-Up & Insights displays AI-generated summaries of the case, associated account, customer sentiment, and case health score.
Use the Service Assistant Chat to Receive Additional Resolution Assistance: Service reps can now interact directly with Agentforce Service Assistant with an agent chat box. When working a service plan, service reps can receive extra resolution support by using the agent chat box to ask Service Assistant questions, look up knowledge information, and draft emails and service plan summaries without leaving the Service Assistant component.
Get Real-Time Issue Resolution with Dynamic Service Plans: Service reps now receive conversational, step-by-step resolution guidance from Service Assistant with dynamic service plans. With dynamic service plans, Service Assistant automatically monitors a case or messaging session as it progresses and updates the steps of the plan in real time. For each step of the plan, Service Assistant performs a fresh review of the active record data, subagent instructions, knowledge articles, and agent actions to provide the most accurate resolution. In addition, dynamic service plans provide access to the Service Assistant chat where service reps can ask the agent for knowledge information on demand, look up customer information, and ask to execute agent actions.
Enable Guidance Plans for Cases with a Toggle: The Guidance Plans toggle on the Service Assistant Setup page is back. Use it to enable or disable guidance plans for cases. If you’re already using guidance plans, the toggle is enabled by default. If you’re using dynamic plans, it’s disabled.
Access Resources Linked in Plan Steps with Clickable URLs: Service reps can now click hyperlinks directly within plan steps to access external resources, training materials, or corporate policies. Links included in your subagent instructions or knowledge articles are now easily accessible in plan steps as clickable links that open automatically in a new tab.
Provide Service Reps Dynamic, Real-Time Issue Resolution Guidance for Messaging Sessions: Service Assistant brings real-time, conversational issue resolution guidance to messaging sessions. Service reps receive dynamic, step-by-step service plans that adapt instantly to live conversations and automate plan steps with agent actions. In addition, service reps can receive additional, on-demand support using the agent chat box.
Start Messaging Service Plans Automatically: Service reps start issue resolution for messaging sessions faster with the automatic execution of dynamic service plans once the service plan summary is generated. This feature removes the need for service reps to click Start Plan and allows your service reps to focus on fast-paced, live customer interaction and receive a service plan right away.
Respond Faster and More Accurately to Customers with Service Replies in Service Assistant: Quickly respond to customer messages during a messaging session with Service Replies in Service Assistant. Service Assistant now supports service replies, allowing reps to reply to customers even faster. By automatically surfacing context-aware responses grounded in the conversation and your knowledge base, Service Assistant displays each reply alongside the service plan steps. This provides service reps with a more comprehensive resolution workflow directly, eliminating the need to switch to a separate Service Replies component.
Work With Service Assistant After a Messaging Session Ends: When a messaging session ends, service reps can finish wrap-up tasks such as asking for a session summary, drafting a follow-up email, asking knowledge questions, or getting general help using the agent chat. Service Assistant and the chat box stay available for 24 hours after the session closes, and all interactions are saved to the component feed.
The Summarize Case Quick Action for Service Assistant Is Being Retired: The Summarize Case quick action that appears in the steps of guidance service plan for Service Assistant for Case is being retired starting June 30, 2026 due to the retirement of Work Summaries for Case. After the quick action is retired, you can't summarize a case directly from a plan step or the post or feed tabs. Instead, use the Enhanced Summaries component to draft case summaries that include service plan information.
Know When Service Plan Creation is in Progress with a Status Indicator: 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.
Contextualize Dynamic Service Plans with Citations: Build trust and transparency in service plans with citations of the knowledge articles that are used to create the step. Each step created from your knowledge articles now cites its source, so service reps can quickly verify the guidance and access the knowledge article directly from the step.
Stage Management: Handle more complex, regulated workflows with tighter control over how records move through their lifecycle.
Manage Complex Workflows with More Stage Transition Conditions: Configure up to 20 conditions per stage transition, increasing the previous limit of five. Provide more granular control for complex business workflows, specifically those in regulated industries. By increasing the criteria count, you make sure that records satisfy all eligibility checks before they progress through the record lifecycle.
Standardize Your Service Request Fulfillment: Boost collaboration by creating action plans that define specific, repeatable task sequences for service requests in Unified Catalog, such as equipment orders or access requests. Users can now rely on automated assignments and due dates to ensure that every request follows a compliant, documented process. Previously, action plans were available only for cases and incidents.
Batch End Messaging Sessions from a List View with Status-Based Capacity: You asked, we listened. Service reps and admins using status-based capacity in Enhanced Messaging can now batch-end Inactive messaging sessions from a list view button. Previously, only tab-based capacity workflows could end Inactive sessions with this button.
Streamline Distributor Procure-to-Receive Operations: Manage distributor procurement through a unified system for creating purchase orders and handling goods receipts. By managing the end-to-end workflow from order placement to receipt within a single system, distributors can accurately fulfill downstream customer demand while maintaining a single source of truth with the manufacturer. This integrated process supports standard, serialized, and batch products and syncs inventory based on received quantities, ensuring greater accuracy and operational control.
Tableau: Use Tableau to analyze, explore, and make decisions on your data with just a few clicks. Create engaging visualizations and embed them in your Lightning pages to use them in your workflows. Tableau has enterprise analytics platform solutions for deep data exploration.
Timeline: Use Tasks and Events as data sources in your vertical Timeline configurations to improve activity visibility.
View Tasks and Events on the Vertical Timeline: Improve activity visibility by including Tasks and Events as data sources in your vertical Timeline configurations across Industries. Standard fields, such as Assigned To, now display as clickable links rather than record IDs, making it easier to navigate between related records. Expand the chronological view of interactions by enabling Tasks and Events for Timeline via the User Interface API. To see custom Task fields in your timeline, add them to your page layouts.
Strengthen Document Builder with Robust Service Architecture: Document Builder now runs on a robust, high-scale framework designed to handle your most complex business document needs. This architectural evolution ensures consistent performance and reliability as your organization’s volume of work orders and service appointments grows.
Customize Salesforce Voice by Using Toolkit API: The Toolkit API feature provides APIs, methods, and events to build and customize voice-enabled components by using LWC or Aura. You can control call actions, subscribe to telephony lifecycle events, and access real-time call data.
Platform Development Tools: Build applications collaboratively and deliver continuously with Salesforce Developer Experience (DX), the open and integrated experience for custom app development on Salesforce.
Agentforce Conversation Client (ACC): Agentforce Conversation Client (ACC) provides the necessary front-end infrastructure to bridge the gap between raw AI data and a fully functional, interactive user experience for employee agents within Salesforce Lightning and external web applications.
Agentforce DX: Create, preview, and test agents directly in a Salesforce DX project with the Agentforce DX pro-code tools, such as Salesforce CLI and VS Code.
Salesforce CLI: Use Salesforce CLI to create environments for development and testing, synchronize source code, run tests, and control your application lifecycle.
Agentforce Vibes IDE: Agentforce Vibes IDE is a web-based integrated development environment that has all the power and flexibility of Visual Studio Code, Salesforce Extensions for VS Code, and Salesforce CLI in your web browser.
Salesforce DX MCP Server: The Salesforce DX MCP Server is a specialized Model Context Protocol (MCP) implementation that facilitates interaction between LLMs and Salesforce orgs. Use the DX MCP Server and its tools to enter natural language prompts in your IDE to execute standard DX tasks, such as syncing metadata, running Apex and agent tests, and creating scratch orgs.
Agentforce Vibes Extension: Agentforce Vibes is an AI-powered developer tool that’s available as a Visual Studio Code extension in VS Code desktop and Agentforce Vibes IDE. Agentforce Vibes is built with CodeGen and xGen-Code, secure and custom AI models from Salesforce. It’s enabled by default in Enterprise, Performance, Unlimited, Partner Developer, and Developer editions.
Salesforce Extensions for Visual Studio Code: The Salesforce Extension pack includes tools for developing on the Salesforce platform in the lightweight, extensible VS Code editor. These tools provide features for working with development orgs (scratch orgs, sandboxes, and DE orgs), Apex, Lightning web components, Aura components, and Visualforce.
Trade Promotion Management: Switch between dynamic and fixed product planning and start over by using the Clear All button to remove existing filter and product selections. Aggregate Bill of Materials (BOM) component values directly on standard products within a customer business plan to highlight their impact on P&Ls. The promotion and tactic volume APIs now support both Salesforce IDs and external IDs for the promotion and tactic fields. Compare planned versus actual KPIs with the new Promotion Analysis and Tactic Analysis dashboards to identify top and least-performing promotions, tactics, and products.
View Bill of Materials Impact on P&Ls by Aggregating Component Values: Configure the KPI definition to aggregate BOM component values, such as volume or spend, directly on standard products within a customer business plan. Provide valuable insights into aggregation at the customer plan level to users who manage high volumes of BOM displays. Get accurate P&L tracking, even when specific promotions exclude standard products.
Reset Product Selections and Filters with a Single Click: Transition easily between dynamic and fixed product planning. With the Clear All button, key account managers can reset all product selections and filter criteria for a promotion with a single click. The button is active during the planning, preparation, and modeling phases. You can also customize it by using EARights.
Make Informed Promotion Decisions with Real-Time Performance Insights: Gain visibility into promotion performance and make data-driven decisions with Promotion Analysis and Tactic Analysis dashboards. These Tableau Next dashboards compare planned versus actual KPIs to help you identify top and least-performing promotions, tactics, and products. Your key account managers access these insights directly in Trade Promotion Management workflows to plan more effective promotions.
Keep an Audit Trail of Voice Call Record Changes (Pilot): Track changes to fields on the VoiceCall object. Select and monitor up to 20 fields. When a tracked field changes, a log entry captures the old value, the new value, the user who made the change, and the date and time. Activity fields aren't supported for history tracking.
Track Regulatory Compliance and Prioritize Risk Exposure: Actively manage your internal policies and risk evaluations to stay compliant. Analyze key metrics, such as policy lifecycle status and residual risk trends, to identify compliance gaps and focus leadership attention on material vulnerabilities.
Track Service Request Performance and SLA Compliance: Use service request data to measure your team’s performance against key service metrics. By syncing service request data with Data 360, you can visualize resolution summaries and status changes alongside your existing incident and case data.
Transaction Management: Manage quotes and orders more efficiently with improved performance and flexibility across the transaction lifecycle. Review product attributes in Sales Transaction Line Editor and work with highly configurable products by using increased attribute capacity and an improved layout in the editor. Simplify deal management by cloning transactions with all related records, managing ramp schedules, and selling product variations. Gain better insight into quote data and tax information, and control access to pricing processes.
Adjust Start Dates and Extend Ramp Segments on Amendments: Sales reps and deal teams can now change the start date of an auto-generated ramp schedule on an amendment quote. They can also extend the final ramp segment directly or add more segments during an amendment or early renewal quote. Previously, these adjustments required abandoning the existing quote and starting over.
Changed Connect REST API in Transaction Management: Query a specific set of fields on an sObject rather than all fields to improve performance. Use the enhanced Read Sales Transaction API to accept an sObject name along with the specific field names to query.
Clone Quotes and Orders with All Related Records: Your sales reps can now clone quotes and orders while retaining all related records, including custom objects, bundles, standalone lines, ramps, and associated actions for amendment, renewal, and cancellation quotes. This enhancement reduces manual rework and maintains consistency with the original transaction.
Renew Ramped Assets Early to Secure Future Revenue: Proactively strengthen customer relationships and increase lifetime value by renewing multi-year ramp schedules before they expire. Sales reps can select ramped assets for early renewal to terminate existing segments and consolidate subscriptions under a single, forward-looking ramp schedule. Get accurate financial reporting by generating credit lines for terminated periods while your reps negotiate new terms for the renewal period.
Enhance Attribute Visibility in the Sales Transaction Line Editor: Your sales reps can now view up to 200 product attributes for each quote line in the Sales Transaction Line Editor side panel. Attributes use defined display names, and attributes marked as hidden are excluded to improve clarity.
Simplify Multi-Year Quoting by Using a Guided Ramp Schedule: Use a guided flow to generate multi-year ramp schedules instead of manually cloning segments. Include trial periods, and select whether to place prorated segments at the beginning or end of a contract to align with your customer's needs. Sales reps can preview and fine-tune the entire schedule before saving changes to the quote.
Process More Records for Each Transaction: Increase the number of records persisted for each transaction to reduce saving cycles and improve efficiency for high-volume operations.
Sell Product Variations in Quotes and Orders: Sales reps can now sell different versions of a single base product, such as size or color, after you set up product variations in your catalog. Find and add product variations to quotes and orders by using Browse Catalog and Quick Add on the Sales Transaction Line Editor (STLE). Sales reps can view the specific variation attributes in the side panel to ensure accuracy before saving.
Track Quote and Tax Data with Enhanced Object Visibility: You can now track deal changes and business processes more efficiently with reports on Quote Line Item History and Quote Action records. Improve tax transparency, and view, edit, and add custom tax amounts by using the new Quote Item Tax Item object. Customize the Quote list view by adding custom buttons and quick actions to manage bulk updates or automated quote creation.
Work More Efficiently with the Enhanced Sales Transaction Line Editor: The Sales Transaction Line Editor (STLE) no longer has a fixed height limit, providing more room to work. The STLE now scales to fill the browser window, maximizing the page real estate to provide a larger, more comprehensive view of quotes and orders. Your sales reps can efficiently view and edit more line items in a single view, with less page scrolling.
Secure Data Access for Pricing with Elevated Permissions: Have business continuity during sales transaction pricing while protecting sensitive data from unauthorized access. Turn on Elevated Data Access for Pricing Quotes and Orders and Procedure Plan Orchestration for Pricing and restrict fields from the context by using custom Apex hooks. The pricing engine accesses the data internally to make sure that a transaction price is correct, but users without field-level security can’t query, view, or modify the fields used to calculate pricing.
Translate Data into Insights with Warranty Management Datakit: Stream Salesforce Core data into Data 360 and map it to Standard Data Model Objects (DMOs) to create unified and standardized warranty data. This consistent, reliable data foundation powers Tableau Next dashboards, enabling embedded, interactive analytics that support faster decision-making.
Translate in More Languages with Translate Service Replies: Translate Service Replies now supports Danish, Dutch, Finnish, Hebrew, Korean, Norwegian, Portuguese, Russian, Swedish, and Thai. You need a minimum of 1,000 closed chat transcripts in a language to deliver replies in that language.
Stay Up to Date with the Salesforce My Trust Center (Generally Available): Monitor incidents, major releases, patch releases, and maintenance updates. Improve global collaboration with localized labels and standard messaging in supported platform languages. View dates in your browser's preferred format, and review system times in 24-hour notation.
Tableau Next: As Salesforce’s end-to-end, agentic analytics experience, Tableau Next integrates the #1 analytics platform with Agentforce’s context-aware AI and the Data Cloud semantic layer that unifies business knowledge across your organization. Build and deliver personalized, contextual, and actionable insights for every user, backed by Salesforce’s enterprise-grade performance, security, and scalability.
Find and Create Assets Right from the Tableau Next Home Page: Streamline your analytics workflow by creating assets directly from the home page. Save time by bypassing navigating into a workspace before creating or finding existing content. Select Add from the home page to create assets, find existing ones, or start a new workspace in one fluid motion. For example, find an existing visualization and add it to a new workspace, right from Home.
Implement Tableau Next in Minutes Instead of Hours: Get right to the fun of turning data into decisions by activating Tableau Next with a completely new setup experience. Install Data 360 metadata, establish security policies, assign admins, and activate Agentforce for Analytics and key AI features through a single, automated workflow.
Accelerate Tableau Next Data Analysis Through Conversations (Limited Beta): Analyze your Tableau Next data faster by using natural language conversations with the Data Connection and Analytics Creation (Beta) agent. Discover relevant data for your business questions and generate the semantic models, calculations, visualizations, and other assets needed for analysis. Continue refining your analysis through follow-up conversations or edit generated visualizations in Visualization Builder. Save generated assets in Tableau Next for reuse and further analysis.
Get Ready for Enhanced Conversational Analytics with Tableau Agent in Tableau Next: Tableau Agent in Tableau Next now offers an enhanced conversational analytics experience. Highlights include improved accuracy and consistency, more guided alternatives, and support for more advanced analytical interactions. If you've already created agents based on the Analytics and Visualization template, or you are eager to start, be sure to read the Why and How sections below.
Install AgentExchange App Packages Directly from Marketplace: Tableau Next Marketplace connects you to a curated catalog of AgentExchange app packages you can browse and install without leaving Tableau Next. These packages contain pre-built, trusted analytics templates that serve as starting points for dashboards and semantic models. Review package details, including licensing and pricing, then install directly in your environment. After installation, create assets from the templates and configure them for your data sources and workspaces.
Explore Analytics Assets with Unmetered Access in Tableau Next Apps for Salesforce: The Tableau Next Limited Consumer and Included App licenses now offer unmetered viewing and exploration of Tableau Next analytics assets in Salesforce apps. Unmetered usage doesn’t consume credits. For example, when a logged-in user explores a dashboard in Service Insights, the usage is unmetered.
Accelerate Tableau Next Custom Development with the App Template Framework: Make trusted solutions from your existing analytics assets, flows, and other features using the App Template Framework Developer Guide. Then package and distribute the template to your customers to drive their business action. This app development and management framework is purpose-built on Data 360, Tableau Next, and the Salesforce Platform. This guide instructs developers on how to customize app orchestration and add runtime rules, variables, and built-in installation wizards after template generation with the template builder.
Gain Visibility Into User Interactions with Tableau Next Auditing (Beta): Track and analyze user activity within Tableau Next. With the new auditing feature enabled, user interaction events are collected into a data object. You can then analyze the data in Tableau Next, and use your audit trail for compliance and governance purposes.
Create App Templates from Your Tableau Next Workspace (Beta): 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.
Access Unified Business Context with the Auto-Installed C360 Semantic Model: Tableau Next assets built upon the C360 Semantic Model can provide more accurate and useful insights. Now, Salesforce automatically installs the C360 Semantic Model for you in your default data space. You control when to update the model to the latest released version, on your own schedule. You can also manually install it in other data spaces as needed.
Validate and Calibrate Agent Responses with C360 Semantic Model Questions and Business Preferences: The C360 Semantic Model now comes with a large set of potential questions that your users might ask Tableau Agent with conversational analytics. In Tableau Next Q&A Calibration, you can view the answers to the questions to verify the agent’s accuracy. With your input, the agent can respond consistently and accurately to semantically similar questions. The C360 Semantic Model also includes Business Preferences that define sales, service, and marketing terms to provide additional context for the agent.
Clone Referenced Assets and Dependencies in a Tableau Next Workspace: You can now clone semantic data models and referenced assets inside a Tableau Next workspace. When you clone these assets, copies go in your current workspace and you become the owner of the copies. Related dependencies get added automatically as references to your workspace, saving you manual setup time. A referenced asset is any asset added to a workspace that didn't originally create it, and acts as a pointer to the asset owned in another workspace.This action gathers all related, necessary assets for further analysis.
New Features for Tableau Next Visualizations and Dashboards: Compose visualizations and dashboards with world-class analysis tools. Explore data and surface insights that you can act on by building visualizations on related data in your workspace to draw conclusions and make business decisions. Take data visualization to the next level with dashboards, where you can add interactivity, enhance data exploration, and provide a clear overview of the critical information that you need in one place.
Build and Customize Tableau Next Dashboards More Efficiently: Design Tableau Next dashboards more effectively with fresh authoring tools created to accelerate your workflow, promote brand uniformity, and simplify metric analysis. You can now instantly preview layout changes when you reorder pages. Also, save time by selecting several widgets at after to apply consistent formatting across your layout. For faster troubleshooting of your dashboard metrics, you can now open any metric to view its setup without navigating through semantic models.
Format Dashboards Faster with Bulk Widget Styling: Apply style changes to multiple dashboard assets to create a cohesive look for your dashboards. Select several widgets to update borders and corner radiuses in a single action, or use new keyboard shortcuts to copy and paste styles between widgets. These updates replace the need to manually format every individual widget, saving time during the design process.
Bring Custom Fonts to Embedded Tableau Next Dashboards in Experience Cloud: Experience Cloud admins can expand their font options for Tableau Next dashboards embedded in Experience Cloud by including custom fonts. Apply these fonts to align dashboards with the Experience Builder site. Create a more cohesive experience for customers and comply with your organization’s design standards.
Maintain Visual Consistency with Embedded Tableau Next Analytics in Dark Mode: Embedded charts and dashboards within Tableau Next now reflect the theme of your Salesforce org, shifting between light and dark modes. To ensure visual consistency and accessibility, dashboard widgets, metric cards, and visualizations automatically update their color schemes to maintain contrast ratios. While this feature is enabled by default for new dashboards, existing ones require manual updates to support theme switching. Also, the Tableau Next dashboard editor doesn’t support dark modes.
Optimize Tableau Next Dashboard Loading with Configurable Data Modes: Ensure rapid loading for embedded overview dashboards to improve the user experience and reduce system overhead. You can now switch entire dashboards to cached mode, which uses stored query results rather than triggering expensive live updates for every page load. This approach provides a performance boost for frequently visited pages while maintaining the option to bypass the cache for urgent data needs.
Enhance Tableau Next Dashboards with Redesigned Filter and Parameter Widgets: Customize how filter widgets and parameters appear on dashboards by using new display styles. An updated List style is the new default for filters, while a new Card design is the default for parameters. You can easily switch back to classic styles at any time. Existing dashboards are unaffected, and the new defaults apply only when you add a new filter or parameter.
Enable Mobile Access with Embedded Tableau Next Dashboards: View embedded Tableau Next dashboards on mobile devices directly within Lightning pages. Widgets automatically adjust to compact screen sizes to deliver optimal readability and layouts on phones. This update bridges the gap for mobile users, ensuring consistent data access and informed decision-making anywhere.
Restructure Tableau Next Dashboard Layouts with Multi-Widget Selection: You can now select multiple widgets to manage your dashboard layouts with greater precision. Move a group of widgets to a new tab or update widget styles in seconds. This flexibility enables you to focus on high-level dashboard organization rather than repetitive individual widget adjustment.
Get Intuitive Browsing Across All Dashboard Pages with the Navigation Widget: Use the Navigation widget to transform dashboard pages into a horizontal navigation bar. The new widget avoids manual button configurations and automatically scales with new dashboard pages. You can also hide or rearrange pages as you want them to appear in the bar.
Update Selected Dashboard Widgets with Targeted Parameter Updates: Update specific Tableau Next metrics instantly without triggering a full-page refresh of surrounding widgets. This enhancement updates the previous behavior where modifying any parameter initiated a global reload of the active page. Authors can isolate parameter changes to a select set of dependent widgets.
Simplify Cross-Functional Analysis by Using Multi-Model Filtering: You can now analyze disparate semantic data models (SDM) simultaneously through a single dashboard interaction. A selection in one filter widget can now filter metrics and visualizations powered by entirely separate semantic data models. For example, filter different date fields across different objects with a single filter widget. This update eliminates duplicate filters and simplifies the dashboard experience for your users.
Identify Key Performance Drivers with Cross-Metric Dashboard Summaries: The Summary widget enables you to merge Tableau Next metrics into a cohesive narrative on your dashboard. Instead of scanning individual metrics, the summary widget helps you pinpoint essential performance drivers quickly. By providing a centralized overview, the Summary widget helps stakeholders understand current developments and their reasons at a single glance.
Embed Live Metrics Directly into Tableau Next Text Widgets: Add real-time overviews to text widgets with embedded live metric attributes. This feature enables you to merge metrics with your strategic observations that deliver thorough and active business context on your dashboard.
Customize Tableau Next Files with Centralized Editing: Update the structure of your data more efficiently with centralized editing for data lake objects. Instead of navigating through separate menus for each table, access all your selected assets in one place to adjust metadata. This update makes it easier to find and use customization tools, so that you can modify your Data Cloud objects to your business needs.
Share Enterprise Google Drive Connections Across Tableau Next Workspaces (Beta): Create a Google Drive connection to give all Tableau Next workspace users access to enterprise data without creating duplicate connections. You can easily discover and import shared CSV, XLSX, and Google Sheets files without needing individual credentials or manual file transfers. You also gain centralized connection management that keeps team data aligned while simplifying workspace setup.
Clean and Update Unformatted Excel Data Automatically with Data Interpreter (Generally Available): Prepare, clean, and update unformatted Excel files automatically by using the Data Interpreter. Eliminate manual file restructuring by automatically fixing multi-row headers, merged cells, and extra title rows during initial upload. When re-uploading updated Excel files, manually select sub-tables to ensure Data Lake Objects refresh accurately. Your users get trusted data formatting from upload to insight without breaking downstream data pipelines.
Verify Data Interpreter Results and Inspect Original File Layouts (Beta): Inspect and validate Excel data cleanup by using the new Review Results (Beta) option. After running Data Interpreter, open the results menu to see detailed descriptions of detected formatting adjustments alongside a preview of your original file. Reviewing these explanations makes sure that your data ranges appear correct without needing to re-open the source file.
Use the Data Interpreter to Refresh Excel Files: You can now use the Data Interpreter during Excel (.xlsx) file re-uploads to refresh Data Lake Objects built from non-standard layouts. A sheet selector enables you to identify specific sub-tables rather than relying on automatic matching logic. This control makes sure that updated data ranges ingest correctly without manual restructuring.
Upload Data to a Tableau Next Workspace by Using Google Drive (Beta): Import files such as Excel, CSV, and Google Sheets from your My Drive and Shared Drives with the Google Drive connector. To control who can see and use data, set up a service or shared account to manage broad access permissions effectively across your company.
Accelerate Dashboard Insights with Enhanced Document Search and Automated Refreshes for Google Drive: Search for files and folders by name on My Drive, Shared Drive, and Shared with me instead of navigating complex folder structures. This enhanced search experience goes beyond the local cache, enabling you to differentiate between duplicate file names. Pair this update with automated refreshes for Google Drive data lake objects to make sure that your dashboards remain up to date.
Multitask During Data Ingestion with the New Data Ingestion Drawer: Stay productive during data ingestion with the new minimizable data ingestion drawer. Instead of navigating a full-page window, you can now track progress while simultaneously setting up more tables or exploring other tabs. This update ensures a continuous workflow by enabling you to multitask across your workspace without waiting for ingestion tasks to complete.
Analyze Data Assets in Tableau Next: Explore large data lake objects (DLOs), data model objects (DMOs), and external tables in data connections directly from your Tableau Next workspaces. Now, you can also profile external tables in a live data connection before creating a data lake object, so you can review the data and bring in the right table. Summarize, filter, sort, and drill down into data right in your flow of work. You can easily streamline your view to discover key metrics, identify data relationships, and analyze distributions.
New Features for Data in Tableau Next: Explore large data lake objects (DLOs) and data model objects (DMOs) directly from your Tableau Next workspaces. Perform data transformations using the in-app builder in Tableau Next, bringing an intelligent, self-service data prep flow directly to your analytics workflow.
Monitor Data Assets in Tableau Next (Generally Available): From the Tableau Next Data Monitor, review and track your data lake objects (DLOs), data connections, and data transforms referenced in your workspaces. View detailed information about your data assets, such as status, source workspace, refresh history, and available actions. You can also open each asset directly from the monitor. This feature, now generally available, includes some changes since the last release.
Ingest Salesforce CRM Data Directly into Tableau Next (Beta): Convert standard and custom CRM objects into Data Lake Objects without leaving Tableau Next. You can now browse available connections, update a field's data type, and view primary keys directly from the data ingestion page.
Clean and Transform Data for Analysis Directly in Tableau Next (Generally Available): Perform data transformations by using the in-app builder in Tableau Next, and you bring an intelligent, self-service data prep flow directly to your analytics workflow. You can add more data, manipulate it by using append, aggregate, filter, transform, and join nodes, and then write the results to a target data object. This feature, now generally available, includes improvements such as column selection when you add data objects.
New Features for Tableau Next Development: Use the App Template Framework to customize and manage your app templates. Upgrade to the Tableau Next Embedding SDK v2.0 to continue embedding analytics assets in your external apps.
Required: Upgrade the Tableau Next Embedding SDK to v2.0: Version 2.0 of the Tableau Next Embedding SDK includes a back-end upgrade to Lightning Out 2.2.3. You must upgrade to v2.0 to continue embedding Tableau Next content. If you don’t upgrade, existing apps and websites using the Tableau Next Embedding SDK will stop working. Developing and using embedded assets don’t change with this upgrade.
New Features for Exploration and Action with Tableau Next: Explore and refine metrics to show you the insights most relevant for your work, and stay on track by setting metric goals. Launch integrated flows and actions in Salesforce. And take it all on the road with Tableau Next Mobile.
Tableau Next Features Released by Month: Tableau Next features and changes are released as often as monthly, so check back again soon for the latest solutions.
Plan Your Next Steps with Metric Forecasting in Tableau Next: You can see a metric’s predicted performance and plan accordingly with forecasting for metrics in Tableau Next. For example, a metric’s forecast shows that sales for a specific category are going to exceed your current inventory level. And because the metric’s forecast is grounded in historical data, you can be confident in planning your next steps. Forecasting can be used with or without goals or thresholds.
Generate Answers Directly from Tableau Next with MCP Server: Bring analytics and secure data to any MCP-compliant AI client, transforming your data into actionable insights. Seamlessly leverage Tableau Next’s governed analytics, metadata, and semantic models within your AI ecosystem.
Explore Geographic Trends with Choropleth Maps: Create choropleth maps in Tableau Next to compare data across geographic areas such as countries, states, counties, and cities. Visualize differences in values using color to quickly identify geographic hotspots and outliers. Explore the map interactively and zoom in for greater detail or zoom out for a broader picture.
Create Point Maps from Geographic Fields: Transform geographic data into interactive maps in Tableau Next to explore regional trends and patterns without manually entering latitude and longitude coordinates. Use geographic roles and hierarchies to simplify map authoring, organize related location fields, and distinguish between places with the same name. Also, navigate maps efficiently using map controls or keyboard shortcuts for common actions.
Show KPI Values in Radial Charts: Highlight aggregate metrics alongside visualizations in Tableau Next by including KPI values in radial charts. For example, track total sales in the center of a donut chart while breaking down sales by category. Or, monitor sales quota attainment with a radial bar chart that compares progress toward sales goals across regions. You can format a KPI value as a number or percentage and add the visualization to a dashboard to monitor key metrics.
Tableau Next Highlights: Don’t miss Tableau Next features from the last release. Recap or dive deeper into the Spring ’26 features and learning opportunities.
Manage and Monitor Installed Apps and Templates from Setup: Two new setup pages, App Hub and Templates, provide a centralized location to install, manage, and monitor Salesforce-provided and custom app templates. You can also create and upload custom templates for your org.
Accelerate Tableau Next Asset Creation With Marketplace Templates: Find templates for visualizations, dashboards, semantic models, and metrics in a single location with the Tableau Next Marketplace. Spend less time searching and more time building by browsing and installing pre-built templates. For instance, a sales analyst can find and instantly deploy a sales leaderboard dashboard instead of building it from scratch.
New Features for Tableau Next Marketplace: Tableau Next Marketplace centralizes all templates for metrics, semantic models, dashboards, and visualizations. Tableau Next templates, including out-of-the-box, custom and AgentExchange packages, are tailored for your data and presentation needs.
Experiment with New Tableau Next MCP Capabilities Before They Reach General Availability (Beta): The Tableau Next MCP Beta Server gives you early access to new tools for creating and editing dashboards, semantic models, visualizations, and alerts, using Claude, ChatGPT, Slackbot, or any other MCP-compatible client. Test and plan for upcoming capabilities while you continue using the generally available Tableau Next MCP Server for production work. Both servers can run at the same time in your org.
Get Answers from Slackbot Grounded by the Tableau Next Model Context Protocol (MCP): Get trusted, accurate answers and create intelligent, proactive intelligence briefings with Tableau Next and Slackbot, powered by the Tableau Next Model Context Protocol (MCP) Server and the analyze_data tool. When you set up the Tableau Next MCP server connection in Slack, you can ask Slackbot questions about your data and be confident that the answers you get back are grounded in your Tableau Next semantics and business logic. The analyze_data capability enables conversational analytics and reasoning that provides consistent, accurate answers. For example, ask Slackbot to create a Slackbot skill to pull insights from your data, so you can ask follow-up questions and take action with Slackbot such as sending Slack messages, creating Slack canvases, or taking action with Salesforce or other connected tools.
Override Semantic Definitions in Extended Semantic Models: When you extend a semantic model, it inherits all definitions from the base model, including data objects, fields, relationships, and calculated fields. Now you can add more functionality to your extended model by overriding the base model semantic definitions. Any property that is overridden is disconnected from the base model. All other properties are connected and therefore continue to receive automatic updates from the base model.
Discover Cyclic Data Patterns with Five New Radial Chart Types: Arrange data around a circular axis in Tableau Next to compare values, identify cyclic or seasonal patterns in your data. With the new Radial layout, you can create pie charts, Nightingale rose charts, radial heatmaps, radial bar charts, and spoke bar charts without requiring complex calculations.
Compare Different Periods in Tableau Next Metrics: You now have more control over the period used to calculate a metric’s change over time. When you create a metric, set a primary comparison and an optional secondary comparison period. For example, your primary comparison measures month-over-month change. And your secondary comparison measures year-over-year change. When primary and secondary comparisons are set, they appear on both the card and on the metric’s detail page.
New Features for Semantics in Tableau Next: Tableau Semantics, the the AI-powered semantic layer, maps your raw data to business-friendly terms and logic, the key to building reusable models and metrics that provide contextual, consistent, trusted insights.
New Features for Tableau Next Setup and Administration: Setup and configuration are simplified with Tableau Next’s administration window. Follow the Add User workflow to assign the right permissions for the different data roles in your organization. Visit the Settings tab to enable Slack app integration, Agentforce, Semantics options, and other Tableau Next features.
Add Predictive Insights to Semantic Models (Beta): Predictive Insights brings machine learning predictions directly to your semantic models. Reference an AI model, map your fields as inputs, and generate a prediction for each record in place without exporting data, switching tools, or writing code. Optionally, surface the top predictors and recommendations behind each prediction so your users can see what's driving a result and what to do next.
Manage Organizational Hierarchies in Tableau Semantics (Beta): Answer hierarchy-based analytics questions like "What's my team's revenue?" by adding Role or Manager hierarchies to your semantic models. With one semantic model definition, your org can use organizational hierarchy capabilities across metrics, dashboards, and visualizations including My Team filtering, drill-down navigation, and data roll-up.
Override Calculated Fields and Metrics in Extended Semantic Data Models: When you extend a semantic model, it inherits all definitions from the base model — data objects, fields, relationships, calculated fields, and metrics. Now you can customize that inherited calculation logic and metric definitions to match your business, while everything you don't override keeps inheriting automatically from the base model. This approach preserves a single source of truth; your extended model stays aligned with the base for shared definitions, and diverges only where you intend it to.
Build and Navigate Semantic Models with Smart Canvas: Author and navigate semantic models of any size with the enhanced canvas in the Semantic Model Builder. Smart auto-layout reflows the canvas in real time, relationship lines never cross, and domain-based grouping and focus mode make even large-object Customer 360 models clear and traceable. Switch to the enhanced canvas using the in-product toggle; the previous canvas remains available.
Enjoy Simplified Setup for Slack and Tableau Next: The Collaborate with Slack and Tableau Next setting is now enabled by default for new orgs, and this setting is now enabled for existing orgs. So it's easier than ever to start collaborating with Tableau Next in Slack.
Inherit and Override Business Preferences Across Extended Semantic Models: Extended models inherit Business Preferences from their base model automatically, so you only need to define Business Preferences once. To adapt them for a specific extended model, edit the inherited preferences. The Business Preferences window marks whether the preferences are inherited or overridden, and lets you revert at any time. Reverting removes all changes made in the extended model. Extended models that already had Business Preference changes before this release are treated as overridden and don't inherit from the base model.
Build and Refine Semantic Models Faster with Semantic Modeler (Beta): Build semantic models from natural language descriptions of your business cases to accelerate data modeling and reduce technical complexity. Semantic Modeler automatically scans your workspaces to find relevant data objects, suggest relationships, and draft calculated field formulas to deliver a fully mapped, structured semantic model.
Move Verified Questions To A New Org Using A Data Kit: Verified Questions are now added automatically with their semantic model when packaged into a standard, unmanaged Data Kit. Installing the Data Kit in the target org ensures the Tableau Agent has everything it needs to function, with minimal manual setup. Previously, admins and analysts had to recreate and reverify Verified Questions in each target org from scratch.
Aggregate Dimensions as Attributes in Tableau Next: To provide additional context for aggregated measures in a visualization while keeping your view focused on summarized results, aggregate dimensions as attributes. Use aggregated dimensions for color, labels, tooltips, and detail in tables and charts. For example, in a table that shows sales by sub-category, aggregate Category as an attribute to color cells and visually distinguish related sub-categories. In a chart that shows profit ratio by state, aggregate Region as an attribute to add regional context without changing the structure of the view.
Continue Analyzing Dashboard Visualizations in Context: When you explore a visualization from a dashboard, review the applied dashboard filters and parameters so you can evaluate how they affect the data. From there, create a clone that includes the current dashboard filters as its starting point while leaving the original visualization unchanged. Or, edit the original visualization without the applied dashboard filters and parameters.
Format Tableau Next Visualizations and Dashboards with Greater Control: Customize the appearance of Tableau Next visualizations and dashboards with the expanded Style pane. Apply formatting to text, lines, backgrounds, and marks for a consistent appearance. Customize individual elements such as axes, field labels, headers, and legends to improve readability. Visualizations preserve their formatting when added to dashboards, where you can override formatting to suit your preferences.
Analyze and Visualize Tableau Next Data with MCP-Compatible AI Clients (Beta): Use Tableau Next analytics with your preferred MCP-compatible AI assistant or agent, such as Agentforce, ChatGPT, or Claude. Create, edit, and save visualizations and dashboards, or ask questions about your Tableau Next data without leaving your existing AI workflow. Save visualizations and dashboards as governed Tableau Next assets for reuse and continued analysis.
Take Action on Predictions in Visualizations and Dashboards: Surface machine learning predictions in Tableau Next visualizations and dashboards with the Predict() function defined in the semantic model. Compare historical data and predicted outcomes side by side in a visualization to identify trends, risks, and opportunities. Access prediction scores, drivers, and recommendations right where you visualize data and take action faster. Use prediction fields in calculated fields, filters, and aggregations to refine and extend your analyses.
Group Table Rows to Organize and Summarize Data: In Tableau Next table layout, categorize large datasets into logical groups to quickly review subtotals and totals in the collapsed view. Drill into the underlying details as needed in the expanded view. Group by calculated fields and apply conditional formatting to highlight data segments that require attention. Preserve your row groups when you switch to other layouts, making it easy to continue exploring the same data in different visualizations.
Analyze Performance Across Multiple Measures with Radar Charts: Compare entities across multiple measures with radar charts in Tableau Next. Evaluate results over time or side by side to quickly identify strengths, weaknesses, and overall performance patterns using their distinctive shapes. The Radial layout makes it easy to create these visualizations without requiring complex calculations or workarounds. Optionally, add a KPI value to the center of the chart to highlight a related aggregate metric.
Reveal Recurring Trends in Radial Line Charts: Visualize a measure over a repeating sequence to spot cyclical and seasonal patterns in a Tableau Next radial line chart. Compare multiple groups across the same cycle, such as months of the year, to identify where peaks, dips, and patterns align or differ. Because the beginning and end of the sequence appear next to each other, you can easily see whether trends continue seamlessly or change abruptly across the cycle boundary.
Draw More Granular Comparisons with Reference Lines: To compare performance across segments more effectively, add reference lines at the pane or cell level in your Tableau Next visualization. To align benchmarks with the time periods in your analysis, create reference lines from date part fields such as month, quarter, and year. Previously, you could apply reference lines only at the table level and create date-based reference lines only from date values.
Easily Replace Semantic Models in Visualizations: When you extend a semantic model with additional calculations, data objects, or modified relationships, update the original semantic model to its extended version in existing visualizations. Tableau Next automatically maps matching fields based on their API name, object name, and data type. Preserve existing visualizations while simultaneously making new fields available for analysis. Unmapped fields remain available in the Data pane so you can add or replace them in the visualization. If Tableau Next doesn't map a field automatically, drag the corresponding field from the extended semantic model to replace it.
Tableau Next’s Suggest Panel Is Now the Show Me Panel: To better represent the experience it provides, the Suggest panel is now called Show Me. During this transition, you may see a mix of the new and previous terms in our documentation and UI.
Download Tableau Next Visualization Data as a CSV File: Export the data displayed in a visualization as a CSV file for auditing, collaboration, or further analysis in other tools. Tableau Next exports up to 5,000 rows, including any dashboard filters and facet selections you applied.
Streamline Embedding of Tableau Next Analytics in Experience Cloud: Eliminate the need for custom SDK implementations and extensive coding to embed Tableau Next components. Experience Cloud admins can now embed Tableau Next dashboards, visualizations, and metrics in Experience Cloud sites by using drag-and-drop components. Easily configure display properties and filters for embedded Tableau Next analytics in Experience Builder. Embedded analytics automatically respect each signed-in user's access and session context, delivering personalized data securely.
Bring Salesforce Organizational Hierarchies into Tableau Next (Beta): Build Tableau Next visualizations, dashboards, and metrics that recognize your Salesforce organization's reporting structure. When you create a Hierarchy Logical View in your semantic model based on your Salesforce organizational hierarchy, you can group and filter data, drill down and roll up through reporting levels, and use the hierarchy across dashboards and metric detail pages. Create hierarchy views from manager hierarchies to track team performance, role hierarchies to analyze metrics across sales roles, or territory hierarchies to monitor sales targets by territory.
Keep or Exclude Data Directly in Tableau Next Visualizations: Analyze data more efficiently by keeping or excluding selected marks in a visualization, automatically creating filters based on your selections. As you iterate on your analysis, adjust the generated filter criteria in the Filters pane to continue narrowing or expanding your view. Save the visualization with the filtered data and filters you created for future analysis.
New Features for Tableau Next Home and Workspaces: A Tableau Next workspace organizes your data analysis and facilitates creating new analytical assets, cloning, and referencing assets from Data Cloud or other workspaces. Within workspaces, you have tools for data analysis, including data connections, a semantic model builder and metric creator, and visualization and dashboard builders to share findings with others. Live data connections ensure that your analyses stay up to date.
Reduce Setup Time for Usage Products with a Guided Workflow: Use the enhanced user interface to set up anchor and pack usage products. The guided workflow leads you through defining base products, resources, and policies. Built-in validations for each usage record help ensure data integrity before activating product and related records.
Usage Management: Reduce setup errors with a guided interface that validates configuration steps before activation. Use a single API to activate a usage product and its related records.
Unified Catalog: Set up service intakes quickly by managing all requirements within a single workspace. Expand your service catalog instantly by using prebuilt, bulk-ready templates. Move your configurations between orgs securely while avoiding the manual effort of remapping data. Ensure team consistency with automated task sequences and deadlines for every request. Identify bottlenecks and monitor team performance through a unified data dashboard.
Unified Knowledge Is Being Retired: Unified Knowledge is scheduled for retirement in Summer ’27. You can continue using it until then, but we recommend migrating to Salesforce Enterprise Knowledge, powered by Data 360. By using Data 360 connectors, you can ingest your external knowledge into Salesforce and integrate it with your native Salesforce Knowledge, creating a single, comprehensive knowledge base. Salesforce Enterprise Knowledge includes many of the features you love from Unified Knowledge, plus improved file size handling, enhanced innovation, and better data storage and pipeline capabilities.
Unify Marketing and Support Journeys with RCS Messaging Channel: Offer your customers an interactive support experience with the Rich Communication Services (RCS) messaging channel. Your service reps can now view the text-based context of past marketing messages and handle inbound RCS inquiries directly within the Service Console.
Update Instanced URLs in API Traffic (Release Update): 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 the enforcement date to Spring ’27.
New Connect REST API in Usage Management: Streamline your configuration by activating a usage product and its related records in a single API request. This update eliminates the manual effort of navigating multiple pages to activate each record separately.
Use New EventBus.publishWithAccessLevel() Methods for Better Access Control: The EventBus class has a new set of publishWithAccessLevel() methods that mimic the existing publish() methods and take a required non-null AccessLevel parameter. These new methods are recommended over the existing publish() methods because they more clearly define the type of access needed by the Apex code.
Voice: Explore enhancements to voice capabilities that support inbound service and proactive outbound engagement across your rep and AI workforce. To use our built-in telephony product, set up Salesforce Voice (Native Telephony). To connect your contact center to a third-party telephony provider, such as Amazon Connect, set up Salesforce Voice with Telephony Providers (formerly Service Cloud Voice).
Improve Security for Partner Telephony by Migrating to an External Client App: External client apps (ECAs) are the next generation of connected apps, designed to improve security and address packaging and distribution issues. While existing connected apps for Salesforce Voice with Partner Telephony integrations continue to work, you aren’t able to create new connected apps without first requesting the ability from Salesforce Support. Because Salesforce plans to eventually replace connected apps with ECAs, consider migrating to an external client app for Salesforce Voice with Partner Telephony.
Manage Voice Calls with Headset in Agentforce Contact Centers Easily: Reps can manage voice calls more efficiently and conveniently by using a headset to accept, decline, mute, hold, and end calls. This feature supports a variety of headsets, such as Plantronics, Sennheiser, Jabra, Yealink, and VBeT. Previously supported on Salesforce Voice with Telephony Providers, this feature is now fully supported on Salesforce Voice (Native Telephony).
Get the Latest Enhancements for Your Amazon Connect Contact Center: Update your contact center to version 21 to unlock the latest Voice features. This version introduces robust retry logic to handle rate limiting seamlessly, advanced controls for scheduled callbacks, and dynamic security token generation for Session Initiation Protocol (SIP) transfers. To test the updates before they go live in production, deploy them to your sandbox first.
Get the Latest Enhancements for Your Amazon Connect Contact Center: Update your contact center to version 21.1 for enhanced real-time transcription and streamlined voice routing. This version fixes AWS Transcribe transcript delivery during calls and enhances the invokeTelephonyIntegrationApi lambda function with an API endpoint for Dynamic Voice Routing in Agentforce Voice.
Stabilize Rep Experience by Preventing Calls Before Reps Are Ready: Keep Omni-Channel from assigning work to your service reps before their telephony connector has fully loaded. Voice Connector Readiness Check lets reps know that Salesforce is still working to make them available and prevents them from receiving work. After single sign-on (SSO) is complete and their Voice connector is ready, the calls come rolling in. By default, an additional base-level check makes sure that reps are accurately configured for the contact center before they can access voice or blended (voice plus other channel) presence statuses.
Streamline Disaster Recovery with Automated Status Migration: Automatically migrate rep statuses to a backup contact center when you activate Disaster Recovery for Amazon Connect. Additionally, activating disaster recovery is disabled until your Amazon Connect replication is complete, allowing a seamless transition to the backup contact center.
Improve Your Contact Center Security with External Client Apps: Align your contact centers with the latest platform standards by using External Client Apps (ECA) for authentication. Previously, Salesforce used Connected Apps to handle identity management between Salesforce and the telephony provider. Now, new contact centers use a managed ECA, and contact centers manually created by using an XML file require you to create a local ECA. Your preexisting contact centers aren’t affected and continue to function securely with their current Connected App configurations.
Track Your Permission Sets and Licenses with New Salesforce Voice Names: As Service Cloud Voice becomes Salesforce Voice to take advantage of the latest AI innovations and capabilities, we’re also renaming the permission sets, and permission set licenses. The updated names appear automatically for you and provide a consistent terminology experience across your setup.
Record Personalized Voicemail Greetings for Inbound Calls: Deliver personalized calling experiences with pre-recorded voicemail greetings that play when your reps can’t take an inbound call. Reps can record up to ten greetings to meet specific requirements. Any messages left by the callers are stored in your rep’s personal voicemail box for review at any time. If your reps have assigned phone numbers to themselves, they can link them to specific voicemail greetings to provide the most relevant message.
Directly Manage Your Caller Identity with Autonomous Phone Number Assignment: Your reps can procure and assign local or standard company phone numbers to themselves without waiting for admin assistance. They can release a phone number and free it up for others once it’s no longer needed. Reps also have the flexibility to switch between numbers based on the specific business requirements.
Deliver Better Service with Flexible Scheduled Callbacks: Give customers more control by allowing them to request a callback at a time that works for them. Previously in Salesforce Voice (Native Telephony) and in contact centers that route calls with Omni-Channel Unified Routing, callbacks were routed based on rep availability only. Now you can define specific timing and callback behavior through your IVR configuration or custom routing logic.
Track Your Telephony Models with New Salesforce Voice Names: As Service Cloud Voice becomes Salesforce Voice to take advantage of the latest AI innovations and capabilities, we are also renaming its underlying telephony models. We group these models as Salesforce Voice with Telephony Providers to distinguish them from our native Salesforce Voice. The updated telephony model names appear automatically for you and provide a consistent terminology experience across your setup.
Link Voice Calls to Their Source Records Automatically in Agentforce Contact Centers: When you initiate an outbound call by using Click-to-Dial from a custom object, or a standard object, such as Account, Case, Contact, Lead, CollectionPlan, ContactRequest, WorkOrder, or Opportunity, the resulting VoiceCall record automatically establishes a lookup relationship to the source record. This change removes the need for manual linking and reduces the need for customization with Flows or Apex triggers. Previously available only for Salesforce Voice with Telephony Providers, this automatic linking is now fully supported in Agentforce Contact Centers.
Boost Rep Productivity with Voicemail Drop for Outbound Calls: When an outbound call reaches voicemail, your reps can leave a pre-recorded message and disconnect the call. They can drop a default recording or select from several options to deliver the most relevant message. As it plays in the background, your reps can move on to the next task immediately, increasing productivity.
Store a WhatsApp Business-Scoped User ID in Salesforce: To align with Meta’s privacy improvement that allows WhatsApp users to optionally select a username and hide a phone number, we store the username in a new MessagingEndUser object field. Find this new username, known as a Business-Scoped User ID (BSUID), in the MessagingExternalUserKey field. Previously, WhatsApp users were identified by their phone number, which continues to reside in the MessagingPlatformKey field.
Build, Debug, and Deploy Directly in Salesforce (Beta): Web Console is a modern, browser-based IDE built directly into Salesforce. Stop switching between tabs and external tools—stay in your flow and handle your entire workflow without leaving the platform.
Showcase and Sell Products or Services Directly in WhatsApp Conversations: Showcase your inventory and start a sales journey directly within a WhatsApp conversation. Instead of redirecting customers to external websites, use the Catalog message component to send your entire catalog, a single-product message, or a multi-product message.
Streamline the Management of WhatsApp Templates: Build and manage Utility and Marketing WhatsApp templates directly in Salesforce. You can now create, edit, submit for approval, publish, and delete these template types in Messaging Component Builder. By managing WhatsApp templates directly in Salesforce, you save time and minimize synchronization issues with your WhatsApp Business Account (WABA). Previously, you had to create the WhatsApp templates and manage them in your WhatsApp Business account, and then import them into Salesforce.
Plan Capacity with Early Validation and Simplified Setup: Create capacity plans using a unified flow that brings key inputs together and validates setup before processing. Identify issues early, reduce errors, and move from planning to shift creation more efficiently.
Workforce Engagement Management: Run a more efficient contact center and elevate the worker experience with native Workforce Engagement Management built into your CRM. Reduce operational costs and optimize staffing across every channel with predictive AI forecasting, capacity planning, and schedule management. Adapt quickly to changing demand with real-time intraday visibility, and improve customer interactions through objective quality evaluations and performance insights.
Workforce Management: Forecast demand, plan capacity, and schedule your contact center workforce. Create workloads from historical queue data, generate forecasts, calculate staffing requirements by job profile, and automatically create and assign shifts. Monitor workforce activity with Intraday and support employee self-service with integrated work calendars.
Optimize Schedules with Fatigue-Aware Rules (Beta): Balance operational demand with worker well-being by configuring fatigue-aware scheduling rules and optimization objectives. Define limits on consecutive high-intensity work, specify activities that reset fatigue, and configure resource break rules to help reduce worker exhaustion while maintaining staffing coverage. Use fatigue rules as hard constraints that prevent scheduling violations or as optimization objectives that allow the scheduler to favor healthier schedules while balancing operational requirements.
Generate Flexible Forecasts Using Reusable Workloads: Create multiple forecasts from a single workload to evaluate different planning scenarios and compare outcomes without recreating workloads. If the selected historical data range extends beyond the current workload data, the system updates the workload before generating the forecast
Monitor Staffing in Real Time with the Intraday Component in Command Center for Service: View scheduled, required, and net staffing in a unified staffing grid to identify coverage gaps and overstaffed or understaffed periods throughout the day. Compare staffing against demand, track shifts, shift activities, and resource absences, and make informed staffing adjustments from a single view.
Workforce Engagement Transitions to Workforce Management: We updated experiences for forecasting, workloads, capacity planning, scheduling, and intraday management. As part of this transition, some capabilities are retired or replaced.The previous machine learning forecasting model and Real-Time Adherence are retired, and the legacy intraday management experience is replaced by Intraday Management in Service Cloud Command Center. Workload creation now uses agent work records instead of multiple Salesforce objects. Review the related release notes for information about forecasting models and other feature-specific changes.
Collaborate with Teammates from the Salesforce Mobile App (Beta): Stay connected with teammates and upcoming work from the Salesforce mobile app. View team members assigned to the same shift, access shift details, and start Slack conversations directly from your schedule.
Predict Demand with AI-Powered Moirai (Beta): Use Moirai, Salesforce's time-series AI foundation model, to analyze historical workload patterns and generate demand forecasts. Moirai evaluates complex patterns across your contact center data to produce more accurate forecasts than traditional statistical models, so you can plan staffing with greater confidence.
View and Track Your Schedule with the Schedule Tab: Monitor assigned shifts, shift segments, and absences across desktop and mobile. Review upcoming work, stay informed about schedule changes, and request time off from a unified scheduling experience.
Manage Shifts with Schedule Manager: Administer shift assignments and workforce availability from a unified scheduling workspace. View schedules across day and week timelines, group shifts by service resource or job profile, and coordinate workforce coverage from a single interface. Assign and unassign shifts, update shift status, create shifts from templates and patterns, and view absence request blocks without leaving Schedule Manager. Shift segment editing continues to be available in the existing Shifts page
Find Shift Coverage with Shift Agent (Pilot): Maintain staffing levels when employees are unavailable by identifying suitable replacement candidates through Shift Agent. Review shift details, evaluate available workers, and create resource absences without manually coordinating coverage. Managers can request coverage by employee or shift and receive recommended candidates based on schedule availability and shift requirements.
Define Reusable Workloads from Historical Data: Use historical data from your Omni-Channel queues to build workloads for forecasting and workforce planning. Configure filters and aggregation settings to reflect your operational patterns. Workloads can be synced to append new data from the last update, so you can generate forecasts using the most recent information.
Salesforce Summer ’26 Release Notes: The Summer ’26 Release brings the vision of the Agentic Enterprise to life — enabling humans and AI agents to work together across the business to unlock productivity, deepen customer relationships, and accelerate growth on a trusted platform.
Authorize and Track Service Delivery Access Across Benefit and Non-Benefit Programs: 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.
Catalog Services and Pricing with Product Catalog Management: Public sector agencies can now manage service offerings, rates, and provider networks by using Salesforce Product Catalog Management. Define services, organize them into catalogs, set pricing schedules, and link services to providers and benefit programs — all in a single system.
Customize Claims Submission Forms and AI-Based Invoice Extraction: 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.
Build a Unified Taxpayer 360 Profile: 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.
Provide Constituents a Self-Service Tax Portal: Deploy a secure, constituent-facing web portal where individual taxpayers can view tax filing information including status, refund details, and income sources. The portal is built on the Taxpayer 360 Data Model.
Deflect Taxpayer Inquiries Automatically with Agentforce: 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.
Keep Your Prompt in View in the Agentforce Panel: In the Agentforce panel, your prompt now stays at the top of the view while the Employee Agent's response appears below it, so you can read the response in the same view. You can also collapse your longer messages so they don't crowd out the response.
Accelerate Scope 3 Reporting with Supplier Management: Collect and track Scope 3 emissions with a complete, end-to-end Supplier Management experience in Supplier Engagement. Create a prebuilt supplier management portal with single-click setup in Salesforce Go. Suppliers get a branded self-service portal to complete sustainability scorecards through a guided four-step wizard that saves their progress at each step. Customize form fields per step in Experience Builder without code, and capture sustainability, cost, risk, and procurement data with standard fields on the SustainabilityScorecard object, including SBTi targets and emissions assurance levels.
Report on Service Reps’ Time Between Session Acceptance and First Response: You asked, we listened. It’s now possible to report on the time it takes for a Service rep to respond to a messaging session after first accepting it. Service Rep Accept to First Response Time is a new value on the MessagingSessionMetricType field of the MessagingSessionMetrics object. Previously, it was just possible to report on the time it took for a Service rep to initially respond after a session transfer (either to them or to a queue that they’re in) was initiated.
Access the Chatter Profile Page to Designate Employee Users: From the User details page, access the Chatter profile page to designate employee users. The User Profile button gives you direct access when a network-only user has the Unified Employee license. This button also provides direct access when a user has the Salesforce Platform user license and Chatter is turned off.
Account Manager: Check out the latest features and updates from B2C Commerce Account Manager.
Deprecated Roles Are Being Removed: As the final step in a multi-release cleanup, Account Manager is removing all deprecated roles during the week of September 28, 2026. Removing the deprecated roles doesn’t affect functionality because they no longer provide access to B2C Commerce services. The roles were deprecated in release 1.46.0 and, starting in release 3.7, labeled as deprecated in the UI. In release 3.9, users and API clients were unassigned from the deprecated roles.
Account Manager 3.13: This B2C Commerce Account Manager 3.13 release is available on September 23, 2026.
Account Manager 3.14: This B2C Commerce Account Manager release is available on October 21, 2026.
Action Plans: Scale and track complex business processes with action plans.
Build Targeted Client Lists with Data Model Objects (Generally Available): Build actionable lists to group similar client profiles and act on new opportunities. Filter directly on unified data from Data 360 data model objects (DMOs), combining CRM fields with external data such as cash balances, marketing engagement scores, and purchase history in one list. External field values are used only for filtering and are never written to CRM records. Your CRM stays clean while advisors identify high-value opportunities faster.
Actionable List with Data 360: Create actionable lists directly on unified data from Data 360 data model objects (DMOs) to find and act on new opportunities.
Keep Approval Workflows Moving with Advanced Approval Delegation: Prevent approval delays during planned absences by using Advanced Approval Delegation. Reviewers can assign their responsibilities to a user, group, or queue for a defined period or indefinitely by creating approval delegation records. When you turn on Advanced Approval Delegation, delegations configured on reviewer user records no longer apply. Reviewers must create approval delegation records to set up their delegations.
Extend Slack Approval Notifications to Group and Queue Members: Reach every active member of an assigned group or queue via Slack notifications. Each active member receives a direct message regarding the approval request. Approval designers can also configure their approval workflows to post request notifications to a Slack channel. If you turn on Dynamic Approval Notifications, the direct message includes an AI-generated summary of the approval request. Previously, approval steps assigned to groups or queues didn't generate Slack notifications.
Limit Approval Work Item Visibility to Keep Review Steps Confidential: 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.
Advanced Approvals: Reach every active member of an assigned group or queue in Slack through direct messages or channels. Keep approvals moving during planned absences with Advanced Approval Delegation. Protect sensitive approval work items in multistep approvals with separate sharing settings that limit reviewer visibility.
Catch More Org Risks with an Expanded Advisements Library and In-App Notifications (Beta): Advisements (beta) now flags up to 21 potential implementation risks, up from 14, with expanded detection for Content Security Policy (CSP) violations, outdated Salesforce API versions, and unused Data Detect scans. You're notified directly in your notification tray when an advisement is generated, completed, or needs attention, so you don't have to check for recommendations manually.
Advisements (Beta): Advisements (beta) is an in-app experience that delivers intelligent, org-specific recommendations directly to admins with step-by-step remediation guidance for improving implementation health. Each advisement is automatically tracked and verified for completion, giving you clear visibility into your org's health.
Agentforce Contact Center: Agentforce Contact Center (AFCC) is an AI-first contact center within Salesforce that redefines customer engagement with a built-in telephony product alongside other capabilities like Workforce Engagement Management. See what's new in your AI-first contact center.
Reach Customers Globally with Agentforce Contact Center: Serve customers in more than 30 countries with Agentforce Contact Center using a Bring Your Own Carrier model. Keep your existing telephony carrier contracts and phone numbers, or use a Salesforce-certified regional carrier.
Control Outbound Call Behavior with Call Origination Flows and Voice Configurations: Flows can dynamically override the default caller ID on a per-call basis, so your customers see contextually appropriate phone numbers based on call purpose, customer segment, line of business, calling region and so on. Use custom voice configurations to specify which CLI to display—whether static for all calls through a branch or dynamic based on customer attributes.
Reach Emergency Services by Using Bring Your Own Carrier Numbers: Calls to emergency numbers pass straight through to your carrier when dialed from a Bring Your Own Carrier voice number. Calls to emergency numbers are treated as standard outbound calls and routed through your carrier's normal call routing. Work with your telephony carrier to understand its emergency-calling capabilities and compliance obligations.
Support More Callers Across Europe with Extended IVR Language Options: Configure IVR prompts in four additional European languages: Finnish, Swedish, Danish, and Polish. These languages work with text-to-speech prompt playback and follow the same language resolution behavior you use today, so your existing IVR flows continue to work without a hitch.
Preview Media Label Audio Before Publishing Your IVR Flow: Verify that the right audio plays when you configure IVR prompts with media labels. Preview audio directly from the Play Prompt configuration in Flow Builder, the same way you preview text-to-speech prompts. Previously, only text-to-speech prompts were available for preview, requiring you to publish and test the full IVR flow to verify media label audio.
Set Up Agentforce Contact Center with Headless Configuration: Setting up Agentforce Contact Center requires coordinating number procurement, channel creation, queue generation, and call routing assignments. The service-agentforce-contact-center-coordinate skill brings these tasks into an automated workflow that configures and deploys each part, so you can set up a working contact center faster without logging in to the Salesforce interface.
Control Outbound Number Availability and Protect Privacy with Number Masking: While procuring a number, Salesforce automatically marks numbers that support both inbound and outbound calling as available for outbound use, so admins can select them for Caller Line Identification (CLI) and outbound flows without manual setup. Turn on number masking to hide a number during outbound calls, protecting rep and customer privacy for compliance-sensitive scenarios.
Route Outbound Calls to Service Reps After Customers Answer: Create more personalized outbound customer experiences by connecting callers to the right service rep. After a customer answers your outbound call, qualify them through IVR or Agentforce interactions, then route them to the most appropriate rep based on their needs, or connect them directly to their account rep. Previously, outbound flows could connect customers only to IVR or Agentforce experiences, requiring workarounds to reach reps.
Set Up Recording and Transcription in One Workflow: With the service-native-voice-recording-transcription-configure skill, you can toggle recording and transcription on or off for your organization's voice calls using natural language prompts. This change accelerates configuration time because you don't need to log into the Salesforce interface to make these changes. The service-native-voice-recording-transcription-configure skill automatically applies default configurations for the recording format, such as MP3, and the transcription engine, such as the default low-latency model.
Collect Customer Feedback Automatically After Calls: Collect customer feedback automatically when a rep ends a call without requiring service reps to manually transfer surveys. Add the Set End Call Experience flow action to your Omni-Channel Flow to trigger an admin-authored IVR survey while the customer remains connected. Configure your survey flow to capture DTMF responses, such as satisfaction ratings, and store survey data on Voice Call records or custom objects, or use it to build reports and dashboards. Automate feedback collection without rep intervention, reducing manual effort and improving customer experience
Configure Outbound Calls with Outbound CLI Numbers and Flow Inputs: Initiate outbound voice calls directly from Omni-Channel flows using pre-approved caller IDs. Select caller identification exclusively from numbers designated as Outbound Caller Line Identification (CLI) in Number Management to reduce setup errors and enforce identity compliance. Pass dynamic values from flow actions straight into the call's experience flow as variables to instantly personalize interactions with relevant customer or case context. Improve outreach efficiency and maintain caller trust by ensuring every automated call presents an authorized identity.
Engage Callers While They Wait with In-Queue Experience: Replace repetitive queue music with a configurable In-Queue Experience flow. Play custom prompts, share real-time position-in-queue (PIQ) and estimated wait time (EWT), or offer callbacks—all without affecting queue position, skill matching, or priority. Configure the flow to deliver tailored wait experiences across different routing paths, with playback stopping as soon as a rep becomes available. Reduce caller abandonment and improve customer confidence with a more engaging and informative wait experience.
Evaluate Every Interaction: Automatically evaluate every customer service interaction across voice calls, messaging conversations, and email-to-case exchanges using AI. Match the appropriate evaluation form based on interaction attributes. Achieve full evaluation coverage of customer interactions, identify coaching opportunities for service reps across all channels, and track service quality trends without increasing QA team workload.
Handle Off-Hours and Busy-Hour Calls with Voice Message Capture: Allow callers to leave voice messages during busy hours or off-hours that are automatically recorded, transcribed, summarized, and attached to callback requests with full context. Capture messages using either a conversational Agentforce agent or the Capture Voice Message flow action directly within Omni-Channel flow. Improve call management and help your reps lower call abandonment rates while delivering faster and more personalized follow-ups.
Protect Customer Privacy with Automatic Call Recording Redaction: Automatically redact sensitive information, such as credit card numbers and personally identifiable information (PII), from call recordings. Reduce compliance risk and protect customer data without manual effort. Meet regulatory requirements, including Payment Card industry Security Standard (PCI DSS) and General Data Protection Regulation (GDPR), while preserving call quality and context for training and review. Reduce Quality Analyst effort with AI-powered automated evaluation of every voice, messaging, and email-to-case interaction.
Schedule and Automate Customer Callbacks: Give customers the option to schedule a callback for a specific date and time. Automatically route scheduled callbacks to an available rep and initiate the call to the customer once the rep accepts the callback assignment. Preserve the customer's original queue position and automatically retry failed connections based on configured retry settings. Reduce abandoned calls and build customer trust with reliable, on-time callback experiences.
Reinforce Brand Identity with Toll-Free Caller ID Numbers: Configure a toll-free number (TFN) as your org-wide Caller Line Identification (CLI) for outbound calls. Customers see a consistent, recognizable "return to base" number on callbacks, which helps improve answer and response rates. Previously, toll-free numbers were restricted from use as CLI, limiting admins to standard numbers for outbound caller ID.
Agentforce Contact Center Voice: Redefine customer engagement with the built-in telephony offering in Agentforce Contact Center (AFCC). Explore enhancements in AI-first contact center voice capabilities.
Make Warm Transfers to Flows with Flow Actions: Preserve customer context by transferring voice calls directly to Omni-Channel flows from active calls or inbound channels. Guide callers through automated IVR prompts, collect keypad inputs, and seamlessly enable interactions to queues, internal reps, or PSTN numbers such as third-party specialists or secure payment authority (like PCI Pal). Reps can initiate warm or cold transfers to a flow, or route calls automatically to an external number. Protect sensitive customer data during payment capture using granular Dual-Tone Multi-Frequency (DTMF) suppression rules that allow or block keypad tones per participant, keeping card details hidden from representatives, call legs, and recordings.
Assign Install Request Approvers in Your Org (Beta): Add trusted users as Install Request Approvers. When you turn on the feature in Setup, you're added as an approver automatically, and you can add, search, or remove approvers anytime. Approvers get an email and an in-app notification when a builder submits an install or update request. The requester gets an email and an in-app notification when the install or update completes.
Extend Your AI Assistants with Skills and Plugins from AgentExchange: Skills and plugins for extending Claude and other AI assistants have their own home on AgentExchange. Each listing includes an overview, a browsable file tree, and install instructions that you copy into your assistant of choice or run from the command line. AgentExchange includes a small, hand-picked set of plugins at launch, alongside a fuller catalog of skills, with more plugins arriving over time.
Find Slack and Tableau Solutions in AgentExchange: Slack and Tableau Next apps now appear alongside Salesforce solutions when you search AgentExchange. Slack apps are marked with a Slack badge for easy identification. Filter results to Slack or Tableau Next apps only, and combine that filter with category, pricing, and other filters to narrow your search. Selecting a Slack app opens its full listing on the Slack Marketplace in a new tab.
Find Solutions Faster with a Redesigned AgentExchange Navigation Menu: Browse AgentExchange from a persistent header available on every page. Mega-menus for Business Needs, Products, Solution Types, Consultants, and Learn replace the previous flat list of links. Scan categories, view curated collections, and read one-line descriptions directly in the menu to jump straight to what you need.
Enhance Solution Discovery with an AI-Powered Summary (Beta): Quickly evaluate apps with a reasoned generative AI summary that appears above your AgentExchange search results. When you describe your business needs in natural language, a contextual overview is generated to help you understand the solution landscape. This summary highlights common capabilities, themes, and related follow-up search suggestions to help you further enhance your discovery.
Sell External Products as SaaS or Professional Services with the Go-To-Market App: Sell External SaaS and Professional Service Products, including implementation, training, alongside your Salesforce apps using private offers in the Go-To-Market (GTM) app. Previously, you had to bill customers separately outside the GTM app, for these external offerings. Now, you can give customers one consolidated invoice for software and services, all from the Salesforce platform.
Set Multi-Year Contract Terms for Private Offers: Partners can send private offers with 24-month or 36-month contract terms, in addition to the standard 12-month term. Multi-year terms bill annually, and customers see the full contract length on the offer before accepting. Previously, every private offer was limited to a 12-month term.
Renew Customer Contracts in the Go-To-Market App: Partners can create, send, and fulfill renewal offers for existing customer contracts directly in the AgentExchange Go-To-Market (GTM) app. Each renewal offer pre-populates with the customer's current entitlement, which includes the initial order and all add-ons. Partners can edit existing products, quantities, pricing, and contract terms instead of rebuilding the contract by hand. When the customer accepts, billing and provisioning run automatically on the contract anniversary date.
Browse MCP Servers with Dedicated Cards on Agentforce Registry: Discover and evaluate Model Context Protocol (MCP) servers more easily on AgentExchange in the Agentforce Registry. View each server's tools and its associated solutions on dedicated server cards before you decide to use them. Browse by server instead of by solution to find the right MCP servers to extend your agent’s functionality faster.
Add MCP Server Tools to Your Agentforce Agents: Extend your AI agents' capabilities by adding AgentExchange-hosted Model Context Protocol (MCP) server tools directly in Agentforce Builder. The enhanced actions modal displays MCP server tools alongside standard agent actions, making it easy to discover and integrate the right tools for your agent's workflow. Use the new Asset Type filter to quickly switch between actions and MCP server tools.
Request App Installs and Updates From Your Admin (Beta): If you don't have permission to install apps, send a request to install or update an app directly from Agentforce Builder, with a business justification. Your admin gets an email and can install or reject the request. You're notified by email either way.
Shop AgentExchange with Recommendations Tailored to Your Org: When you're logged in and have selected an org, the AgentExchange homepage highlights listings that match your edition, products, and industry. Previously, every visitor saw the same generic trending apps regardless of which org they were working in. If you manage more than one org, pick the one you want from a searchable list at login, then switch anytime from the org badge in the header.
Install AgentExchange Apps Without Leaving Your Workflow: Install one or several apps from AgentExchange at once, directly inside Agentforce Builder. A progress strip tracks each install's status in the background, and you can dock it, expand it, or check it from anywhere in the builder while you keep working on your agent. A notification confirms when each install finishes and lets you know when its actions, subagents, agents, MCP Servers are ready to use.
Agentforce Platform Enabled by Default: 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.
Learn How to Build and Deploy an Enhanced Chat Agent: 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.
Preview Custom Lightning Types in Agentforce Builder with Fewer Steps: 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.
See Delegated Agents' CLT Responses in Agentforce Coworker: 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.
The Agentforce Assistant Is Now Agent Optimizer (Beta): 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.
Spend Less Time on Manual Testing with the Agentforce Assistant (Beta): 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.
Give AI Agents More Context with File Uploads: 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.
Agents Now Default to Error Mode for File Uploads: 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.
Build and Analyze Agentforce Grid Worksheets in Plain Language with Grid Agent: 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.
Learn How to Ground an Agent with an Agentforce Data Library: 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.
Agentforce for HR Service: Cover more high-frequency employee requests with prebuilt Agentforce agents for payroll, compensation, time and scheduling, onboarding, and goals management.
Agentforce IT Service: Learn about the latest features in Agentforce IT Service, the conversation-first IT service solution. Resolve tickets faster with AI-driven automation and give employees a unified, proactive service experience.
Authenticate to External MCP Servers with Per-User Credentials: 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.
Move Agents Between Orgs More Easily with Simplified Agent Metadata Types: 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.
Extend Agentforce Solutions with Multi-Agent Orchestration (Generally Available): 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.
See Knowledge Sources in Agentforce Session Details: 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.
Review Updated Agentforce Observability Metrics: 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.
Use the New Sessions and Intents View: Review processed and unprocessed sessions together, save the views you use most, and evaluate or export sessions from one workspace.
Track Voice Latency and Speech Metrics in Session Trace: 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.
Learn How to Optimize an Agent by Analyzing Production Data: 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.
Build Reusable Skills for Agentforce Coworker: 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.
Automatically End Agentforce Voice Calls and Route by Disconnect Reason: 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.
Agentforce Voice Now Enforces the Limit on Procured Phone Numbers: 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.
Enable Flexible Call Recording Control Within Conversations via Toolkit API: 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.
Show Full Conversation History in Post-Call Transcripts for Agentforce Voice Calls: 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.
Transfer Calls to Agentforce Voice Using Real-Time Streaming: 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.
Pass Context with Custom SIP Headers and Disconnect with REFER in Agentforce Voice: 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.
Agentforce Service Assistant: Get ready for a new Service Assistant experience. Evolving beyond static checklists, Service Assistant now delivers conversational, real-time issue resolution guidance. Service Assistant conversationally guides service reps step-by-step through issue resolution, continuously monitors the record for new information, and dynamically updates the plan in real time by surfacing knowledge information and completing step tasks with agent actions. In addition, Service Assistant provides a dedicated agent chat experience, providing service reps additional issue-resolution support where they can launch actions and look up knowledge information on demand. Further, Service Assistant now supports messaging sessions to provide reps real-time resolution guidance that keeps pace with the fluid, fast-moving conversations. You can also create multiple Service Assistant agents so that you can specialize each agent to a business unit, record type, or queue.
AI Relationship Research: AI Relationship Research is an AI-powered feature that automatically discovers, analyzes, and presents relationship intelligence about the people and organizations connected to your Salesforce records. It scans multiple data sources such as your CRM records, public web content, and Data 360 simultaneously and provides the top-ranked connections directly within your workflow, so you can act on them without leaving Salesforce.
Uncover More Relationships by Choosing Which CRM Objects to Search: Configure your AI Relationship Research templates to search custom CRM objects in addition to standard objects such as Interaction Summary, Task, Email Message, and Case. By including the custom objects where your business data resides, AI Relationship Research uncovers relationships hidden in unstructured data that standard-object searches don't detect.
Get AI Relationship Research Insights Directly in Your Agentforce Conversations: 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.
Flag and Fix Outdated Employer Data with Secondary Research Data Validation: When AI Relationship Research detects that a contact's or lead's current employer doesn't match the associated account in your CRM, it flags the discrepancy directly on the relationship graph. Users can open the flagged node to identify the correct employer and resolve the conflict.
Analytics: Analytics enhancements include new and updated features for Tableau Next, Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau.
Apex: Get better performance with higher Apex heap limits. Apply elastic limits (beta) to Batch jobs and test elastic limits in nonproduction orgs. Write Apex integration tests that can share test data and call real HTTP endpoints. Filter Test Discovery API results by test level. Prevent namespace shadowing conflicts in dynamic managed Apex SOQL queries. Prepare for the Block Apex Anonymous Code Execution from Managed Packages release update. Build richer development tools with the Apex Symbol API (beta). Recompile only invalid Apex classes and triggers. Get compiler warnings for Apex saved at API versions 9.0 through 19.0.
Block Apex Anonymous Code Execution from Managed Packages (Release Update): To strengthen subscriber org security, block managed package session IDs from authenticating anonymous Apex code. If you enable this update, installed managed packages can no longer use UserInfo.getSessionId() to obtain a session ID and then use the session ID to execute anonymous Apex.
Process Data 360 Data Model Objects with Apex Cursors (Beta): 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.
Filter Test Discovery API Results with the testLevel Parameter: Use the testLevel query parameter in the Test Discovery API to filter which test methods are returned based on their test level. The testLevel parameter replaces the showAllMethods parameter in API version 68.0 and later. The deprecated showAllMethods parameter is available only in API version 67.0 and earlier.
Avoid Workflow Disruptions by Enabling Elastic Limits for Batch Jobs (Beta): The elastic limits beta feature is now available to Batch jobs in addition to future methods and Queueable jobs. Elastic limits helps prevent execution failures and limit exceptions when your org exceeds its standard rolling 24-hour asynchronous job limit. With this feature, you can continue to enqueue asynchronous jobs up to a higher elastic asynchronous job limit. If asynchronous jobs surpass the standard limit, the system throttles the processing rate of in-flight Batch jobs and limits new Batch jobs to 1 active job at a time.
Test Elastic Limits by Overriding the Asynchronous Apex Job Limit in Nonproduction Orgs: To test the behavior of asynchronous Apex jobs during elastic processing, override the standard 24-hour rolling asynchronous Apex job limit in a nonproduction org. A lower override value triggers elastic processing sooner, so you can see how asynchronous jobs behave before you turn on elastic limits in production.
Handle Larger Datasets with Increased Apex Heap Limits: 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.
Test External Services and HTTP Callouts in Apex Integration Tests (Developer Preview): Write Apex integration tests that call real HTTP endpoints, including external service endpoints, without requiring mock callouts. Integration tests relax callout restrictions and transaction rollback semantics, so you can validate real service interactions and assert on actual side effects in your scratch org. With the new @BeforeClass annotation, you can now set up test data shared across methods within an integration test class.
Resolve Field Name Conflicts in Managed Package SOQL Queries: Prevent duplicate field name errors in managed Apex SOQL queries when your package fields and a subscriber’s custom fields share the same name. Set the explicitNamespace property on a Database.QueryOptions object and pass it as a bind variable in the SOQL SET OPTIONS clause. Without requiring an explicit namespace, Apex interprets both fields as belonging to your package namespace, failing the unique field name requirement enforced in API version 34.0 and later.
Reduce Overhead by Recompiling Only Invalid Apex Classes and Triggers: 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.
Custom Sharing Reason Available on Standard Objects: 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.
Build and Use Richer Development Tools with the Apex Symbol API (Beta): Access comprehensive Apex type information with the Apex Symbol API (beta). This Tooling API REST resource returns detailed metadata for built-in, custom, and dynamic Apex types, such as classes, interfaces, methods, and triggers. Use this API to power code completion in IDEs, provide context for AI agents generating Apex code, or ground setup agents answering admin questions about code.
Get Compiler Warnings for Apex API Versions 9.0 Through 19.0: Apex classes and triggers saved at API versions 9.0 through 19.0 will be retired in a future release. The Apex compiler now warns you when you compile or deploy Apex code at these API versions. To prepare for this future retirement, identify and update your Apex classes and triggers to API version 20.0 or later.
Find Duplicate Code and Scan from Your IDE with ApexGuru: ApexGuru now detects exact and near-duplicate Apex code so you can reduce redundancy and simplify maintenance, with results ranked by the number of characters you can remove. You can also scan Apex code for antipatterns from agentic IDEs, including Cursor, VS Code, and Agentforce Vibes.
API: Learn about improvements, new capabilities, and important announcements in API version 68.0.
Ingest Marketing Object and Consent Data at Scale with Bulk API 2.0: Move large volumes of marketing data faster with new marketing objects for Bulk API 2.0. Marketing objects support the insert and upsert operations, plus a new refresh operation for marketing objects only. The refresh operation replaces all of the data in the target data set.
API Catalog: Centralize and manage your services, such as APIs and Model Context Protocol (MCP) servers, in one place with API Catalog. Bring in APIs from sources like MuleSoft, Heroku, and Apex to use in Agentforce agents and flows. Create and activate Salesforce-hosted MCP servers to use with Agentforce and supported external MCP clients. Register external MCP servers, including MuleSoft servers, to use with Agentforce.
Create Custom Salesforce-Hosted MCP Servers Headlessly: 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.
New and Changed Standard Platform Events: Receive real-time notifications from Salesforce by subscribing to the channels of these new and changed standard platform events.
Simplify REST API Version Management: You can now use latest instead of a numbered version in a REST API URI. Your request is routed to the most recent REST API version that is supported by your org. This is indicated in the response of the List Available REST API Versions resource.
Assign Use Any API Auth Permission for SOAP login() (Release Update): To authenticate with the SOAP API login() operation, all users must have the Use Any API Auth user permission assigned to them. Users without the Use Any API Auth user permission can no longer authenticate with SOAP API login() and will encounter an error. Beginning December 1, 2026, this requirement is enforced uniformly across all orgs and environments (production, pre-production sandboxes, etc.). You can run tests in advance using the Release Update in Setup.
Compare Values Between Fields in SOQL (Beta): Perform arithmetic calculations directly in a SOQL WHERE clause with the FORMULA() function. Use this functionality to compare values between fields without adding a formula field or post-processing logic, and write more efficient and expressive queries.
Tooling API: Get built-in and custom Apex type information by using the Apex Symbol API. Retrieve compilation results for invalid Apex classes and triggers. Filter Test Discovery API results by test level. Access more metadata through new and changed Tooling API objects.
User Interface API: Build Salesforce UI for native mobile apps and custom web apps.
Update Conversation Entries After They're Created with the Conversation Data API: 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.
AgentExchange: Check out what's new in AgentExchange.
See How AI Speeds Up Your AgentExchange Security Review: The ISVforce Guide now explains how Salesforce uses AI to speed up the AgentExchange security review. AI assists human reviewers, and people still make the final decision on each review. Your package code stays on infrastructure that Salesforce manages.
Build Secure UI Bundles That Pass AgentExchange Security Review: AgentExchange Security Review now checks UI bundles for client-side security risks, such as cross-site scripting and untrusted scripts. Learn the framework, scan, and coding rules before you submit your package so that it passes review.
Verify Email-Sending Domains to Create New Templates and Trialforce Source Orgs: 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.
Initiate Customer Outreach with Apple Messages for Business: Send an invitation to customers who haven't yet engaged with your brand on your Apple Messages for Business channel. The pre-written invitation says "Connect using messages," and invites the customer to chat with your business by clicking Yes. This is a mandatory feature from Apple, which we now support.
Apply for Multiple Benefits in a Single Application: Give your constituents a unified digital intake experience so they can apply for multiple government benefit programs at once. Constituents and their authorized representatives complete one combined application that checks their information against eligibility rules and prefills previously saved details to reduce retyping. Caseworkers get faster, lower-error intake, and supervisors gain consolidated workflows that improve compliance, oversight, and reporting accuracy across programs.
Capture Program-Specific Details During Benefit Applications: Collect specialized, program-specific information during guided application flows. Some programs require details that a standard intake form doesn't capture, and dynamic Omniscript components gather exactly what each program needs. Complete, accurate submissions reduce the delays and denials that come from missing information.
Evaluate Eligibility Across Benefit Programs Simultaneously: Determine eligibility across multiple benefit programs at the same time during application intake. The integrated application evaluates household, income, asset, and expense details in parallel, so constituents see every program they qualify for in one pass instead of applying separately. Faster determinations mean constituents wait less time for the support they need.
Accelerate Benefit Application Intake with Automatic AI-based Data Prefilling: Automatically load known information and preliminary application details into benefit forms to reduce repetitive data entry. Constituents can upload official documents directly into forms to speed up completion. Agentforce Public Sector extracts and verifies essential demographic details from multiple files to prefill fields, cut manual typing, reduce entry errors, and save time.
Public Sector Namespace: Determine eligibility, calculate benefit amounts, and manage application data directly from Apex using new classes in the PublicSectrSltn namespace. These classes mirror the ConnectApi.IntegratedEligibilityConnect Connect in Apex methods so you can build the integrated application experience in your own Apex logic.
Discover Amazon S3 File Content Semantically with Agentforce: Stop manually reviewing files to find what you need. Investigators, compliance officers, and other users can easily locate specific information across petabytes of files stored in Amazon S3 by conversing with an Agentforce AI agent, or directly from a record page using the External Storage Semantic Search component. Semantic search uses AWS services such as Amazon Bedrock and Amazon Kendra to understand intent, not just keywords. For example, a query for "suspect fled the scene" also finds files mentioning "absconded," or videos where someone says "ran away," across text in documents, spoken words in videos, and text within images.
Search for Locations and Addresses by Name: Select location and address records naturally instead of looking through auto-generated IDs. The new Location Address Picker component provides a user-friendly way to find addresses within your flows and Omniscripts, displaying a map when a location and address are selected.
Run Targeted Recruitment Campaigns: 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.
Collect Consent from Applicants: Run compliant recruitment marketing campaigns by collecting applicant consent directly in your career site. Applicants can now provide their consent when they create a profile or submit an application, enabling targeted outreach to your talent pool. Previously, there was no built-in way to capture and store applicant communication preferences during the application process.
Accelerate Setup with Salesforce Go: Salesforce Go expands its support for Agentforce Public Sector, introducing a single setup location for key features. Discover External Storage Search, Licensing and Permitting, and Recruitment Campaigns capabilities on Salesforce Go and take advantage of expanded configurability across all Public Sector features for a more tailored implementation experience.
New Connect REST API and Apex Methods in Tax and Revenue Management: 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.
Automate Appointment Management with the Workforce Scheduling Agent: Use the Workforce Scheduling agent to coordinate appointment management tasks across onsite and field work. The agent can schedule, reschedule, and cancel appointments and provide appointment information.
Workforce Scheduling for Agentforce Public Sector: Schedule the appointments, home visits, and inspections that constituents depend on, and get the right worker to each location on time. Constituents book time with case workers and intake officers, and agency employees schedule home visits for inspections, investigations, and case history collection. Dispatchers coordinate employees and contractors from one operations console, and mobile workers record observations and access case data offline at the job site.
Field App: Give mobile workers an offline-first experience with their schedule and records.
Field Scheduling: Schedule, dispatch, and optimize field work like inspections, audits, and in-home visits.
Manage Onsite and Field Work: Manage onsite and field work in one scheduling solution with Workforce Scheduling for Agentforce Public Sector. Dispatchers can schedule appointments for visits and inspections, plan efficient schedules, manage employees and contractors from one console, and support mobile workers offline.
Complete Field Work Offline in the Salesforce Field Service Mobile App: Mobile workers can review visits, interactions, and service appointments in one schedule list and continue working without network connectivity. Offline access includes relevant public sector records, such as regulatory codes, violations, public complaints, and business licenses. Guided workflows, data-capture forms, and push notifications support work at the job site, while Agentforce pre-work briefs help workers prepare for visits.
Schedule Onsite Interactions with Agency Employees: Schedule in-office appointments between constituents and agency employees for any context, such as a case or complaint. Onsite interactions use the Interaction object, so scheduling works within your public sector workflows without a third-party solution. Constituents can schedule their own interactions from Experience Cloud sites, and staff review scheduled interactions with a Manager View component.
Manage Your Workforce in the Workforce Scheduling Operations Console: Manage onsite and field work from one console with Gantt, list, and map views. Dispatchers can review resource availability and travel time, schedule work with drag-and-drop, and identify scheduling-policy violations. Dispatchers can also schedule appointments, optimize resources, automatically schedule work, and find qualified candidates for field work.
Schedule and Optimize Field Work with Workforce Scheduling: Dispatch workers to constituent locations based on scheduling considerations defined in your scheduling policies, such as skills, availability, and travel time. Plan efficient routes and use resource schedule optimization, in-day optimization, or global optimization to improve field-work schedules. Developers can add scheduling and optimization to custom apps with unified scheduling APIs.
Set Up Workforce Scheduling for Your Entire Workforce: Turn on Workforce Scheduling and configure onsite and field scheduling. Assign access, configure scheduling and optimization policies, and include supported employees, named contractors, and partner workers in scheduling decisions.
Plan Workforce Coverage with Shift Management: Create and manage shifts for workers who handle onsite appointments, field work, or both. Use shift templates and recurring patterns, account for holidays and extended shifts, and give workers a desktop view of their assigned shifts.
Shift Scheduling: Plan and manage worker shifts and coverage for onsite and field work.
Unified Scheduling: Schedule, optimize, and automate onsite and field appointments from shared tools.
Simplify Appointment Scheduling with Unified Scheduling Flows: Use guided flows to schedule, reschedule, and cancel onsite and field appointments for visits, interactions, or service appointments. Guests can verify their identity by email and manage appointments without creating an account. Constituents can manage upcoming appointments, and attendees can join group appointments from an invitation link.
Archive App: Manage growing data volumes and improve system performance by autoarchiving old or inactive data. Keep only important and reliable information in production.
Check Your Encryption Key Status in Archive Settings: 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.
Archive the Latest Supported Objects and Fields: When you create an archive policy, you can now select the latest objects and fields your org supports. Archive automatically keeps up with your org's API version, so newly supported objects and fields are available to select after your org moves to a newer version. Previously, Archive used a fixed API version, so they didn't appear in the policy creation workflow until an Archive update raised the version.
Set Up Timesheets with an AI Agent: 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.
Control Timesheet Entry Item Field Visibility: Align the Timesheets app with your operational needs by controlling the available fields for timesheet entry items. Configure specific fields to appear when a technician creates or edits a timesheet entry item.
Create Timesheets for a Crew Across a Date Range: Crew leads can create timesheets for multiple crew members over a range of dates in a single action, instead of entering one date at a time. Timesheets are generated in the background, and the crew lead receives a notification when the job finishes. Your crew leads can manage time entries by creating bulk timesheets for up to 50 members in one request, spanning 35 days in the past or future. Crew leads can also view their last three requests directly on the landing page.
Timesheets and Labor Cost Optimization: Improve timesheet accuracy with flexible timesheet entry. Your crew leads can create timesheets with different date ranges, instead of entering one date at a time. Exclude the conflicting dates while creating a timesheet, and admins control the visibility of entry fields to match operational needs.
Resolve Date Conflicts When Creating Timesheets Across a Date Range: When you create timesheets for a date range and some dates already have a timesheet, exclude just the conflicting dates and create the timesheet with the remaining dates. Lists the exact conflicting dates, and reverts the exclusion if you change your mind. Previously, a date conflict blocked timesheet creation until you manually adjusted the range.
Tailor Vehicle Selection Options by Service Resource Profile for Flexible Timesheet Entry: Set up vehicle selection so that your field service Service Resources can use either vehicle, vehicle definition, or asset architecture based on their user profile. Assign vehicle, vehicle definition, or asset options to specific profiles, so each Service Resource sees only the fields relevant to their work when creating timesheets on mobile devices. Your Service Resources can then associate the vehicle with a timesheet to allocate time to the vehicle's usage.
Asset Management: Manage assets end-to-end — from inventory and reservations through depreciation and disposal — with real-time visibility and audit-ready traceability at every stage. Close revenue opportunities faster with real-time quote updates that let agents add multiple products and apply discounts in one pass for quicker, more consistent upsell and cross-sell conversions.
Accelerate Upsell and Cross-Sell Conversions with Efficient, Error-Free Quoting: Close revenue opportunities faster by updating quotes in real time as customer needs evolve. In Agentforce Product Upsell and Cross-Sell in Service in Asset Service Lifecycle Management, agents can add multiple products to a quote in one pass and apply discounts directly to new or existing quote line items. Reduce quoting delays, improve pricing consistency, and help teams turn live recommendations into approved quotes more efficiently.
Track Unusable Inventory to Maintain Accurate Available Stock Levels: Capture and classify inventory that is damaged, expired, lost, or otherwise unusable during receiving and inventory transfer, reflect its impact on available quantity, and preserve traceable quantity-change history, including for batch and serialized products.
Accelerate Automotive Warranty Claim Adjudication with Agentforce: Accelerate claim processing, reduce payout risks, and improve decision accuracy with the Warranty Claims Adjudication Assistant, which summarizes queue volume, ranks open claims, and flags fraud risks.
Adjudicate Warranty Claims: Adjudicate warranty claims submitted by dealers either manually or through an automated process, with unified record views and approval-likelihood predictions.
Agentforce for Automotive: Build and customize agents for your automotive use cases in the new Agentforce Builder, and help customers buy vehicles on your website with the Sales Concierge Agent. Customers can search for vehicles, get recommendations, and take next steps through natural language interactions.
Assign and Coordinate Repossession Agencies for Vehicle Recovery: Assign repossession orders to qualified third-party agencies and coordinate recovery. Track assignment status, collaborate with agencies, and maintain a complete audit trail of recovery activities.
Capture Every Cost Behind a Warranty Claim: Capture detailed information about each expense, repair, and labor service for a causal part in a warranty claim, so adjudicators can determine the adjusted amount with precision.
Create Agents for Automotive in the New Agentforce Builder: Build and customize agents for your automotive use cases in the new Agentforce Builder in Agentforce Studio. The Asset Service Management, Sales Concierge Agent (SCA), and Dealership Navigator agents are now available in the new builder.
Keep Every Claim Stakeholder in One Place: Associate multiple stakeholders with a warranty claim using Claim Participant records, so adjudicators can reach out for additional information during adjudication.
Manage and Verify Vehicle Titles Before Repossession: Establish clear legal ownership before you proceed with repossession. Track the asset title and all associated parties, and validate an uploaded title document automatically.
Managing Automotive Repossession: Manage the full repossession lifecycle across three stages, from pre-repossession assessment through manager approval to active recovery.
Monitor Delinquency with Consolidated Record Views and Recommendation Alerts: Give collections specialists proactive visibility into delinquency from a single place. On the Collection Plan record, a consolidated view brings together the account balance, days past due, the milestone timeline, contact history, and active alerts.
Conduct Pre-Repossession Vehicle Appraisal and Financial Viability: Decide whether repossession is economically viable before you act. Value the collateral with a guided appraisal wizard, then feed that value into a financial-viability review of loan and lease balances and loan-to-value.
Set Up Automotive Features with a Single Click: Install preconfigured solutions for Agentforce Automotive in Salesforce Go. Deploy Connected Vehicle and Auto Finance Service Process configurations with a single click.
Conduct Structured Vehicle Repossession Assessments: Evaluate accounts with the Industries Assessment framework before you make repossession decisions. Complete structured assessments that capture borrower circumstances, vehicle accessibility, compliance readiness, and financial viability.
Submit Pre-Repossession Assessments for Manager Review and Approval: Add a governance gate before the repossession request moves to active repossession. Once all pre-repossession assessments are completed, a Submit for Approval action routes the request to a reviewer.
Automation: Compose intelligent workflows with Flow Builder, Flow Approval Processes, and Flow Orchestration. Automate cross-departmental and industry-specific processes with Automation for Customer 360 Apps and Industries.
Automation for Customer 360 Apps and Industries: Streamline and automate end-to-end processes for your sales, service, marketing, commerce, and revenue teams, and industry-specific workflows.
Flow Approval Processes: Use the new Request Approvals component to add up to 10 flow approval processes to a record page. Delete approval submission records to meet GDPR and other compliance requirements. This release also includes performance improvements and new configuration options for the Orchestration Work Guide.
Delete Approval Submission Records to Meet GDPR Requirements: 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.
Flow Approval Processes Now Route Record-Change Events to a Dedicated Channel: Running flow approval processes now route record-change events to a dedicated channel, reducing traffic in the step-completion channel. Previously, running flow approval processes listened to a single platform event channel containing both record-change events and step-completion events. When bulk data operations triggered thousands of record-change events, step-completion events for steps completed after that bulk update were queued behind them. Sharing the queue stalled completion of some approval work items and delayed the progress of running flow approval processes. This change is automatic and requires no configuration.
Debug, Suspend, and Resume Flow Approval Processes: 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.
See New and Outdated Approval Work Items Without a Manual Refresh: 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.
Open the Next Work Item from the Same Running Flow Approval Process: Help users complete their assigned approval work items from the same running flow approval process without returning to the list view. When a user completes a work item, the Orchestration Work Guide opens the next work item from the same running flow approval process. If the user has no remaining work items, the component shows their updated work item list for the current record. The Automatically Open Next Work Item option is available in both Lightning App Builder and Experience Builder.
Update Existing Flow Approval Processes to Run Background Steps Synchronously When Actions Support It: Background steps that call synchronous actions now run synchronously, reducing end-to-end latency for your running flow approval processes. Previously, any background step containing an Action element ran asynchronously, regardless of whether the action itself was synchronous. To take advantage of this change in existing flow approval processes, update the flow approval process’s API version to 68.0 or later.
Limit Approval Work Item Visibility to Keep Review Steps Confidential: 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.
Flow Builder: Experience Flow Builder in the modern Salesforce Cosmos theme. Process multiple records with screen flows from list views and related lists. Capture time values with the new Time screen component. Trigger order confirmation flows faster with a REST API. Manage Marketing Object records directly in flows. Debug and save reusable test scenarios in the new Flow Test Mode (beta). Test flows in isolation with mock outputs for Action and Subflow elements.
Flow Builder Updates: Experience Flow Builder in the modern Salesforce Cosmos theme. See more of your flow with a denser canvas. Track flow changes over time with Edit History. Build flows faster with auto-generated element labels. Group elements to organize and simplify flows. Clean up flows faster with the Unused Resources filter. Navigate and configure Decision elements more easily. Navigate flow comparison results more easily.
Build Flows Faster with Auto-Generated Element Labels: 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.
Catch Field Length Violations When You Save a Flow: 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.
Catch Missing Required Fields When You Save a Flow: It's now easier to identify missing required fields in Create Records elements when you save a flow. Flow Builder warns you when a Create Records element that uses a record variable is missing an assignment for a required field. Previously, Flow Builder didn't indicate which required fields were missing from a Create Records element. You discovered missing fields only when the flow ran and failed.
Filter Records by Multi-Select Picklist Fields with the Contains Operator: 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.
Copy an Audience Flow Without Disrupting Live Campaigns: Save an audience flow as a copy. Choose whether to duplicate associated emails, SMS, WhatsApp, and RCS messages or link to the originals. You can also copy segments and list trigger definitions, giving each duplicate flow an independent starting point. Previously, duplicating a flow reused the same assets, so edits to the copy could inadvertently alter live campaigns.
Navigate and Configure Decision Elements More Easily: Work with Decision elements using path highlighting, resizable panels, and inline path name editing. Click a canvas path to jump to its conditions, resize the property panel to see more details, and edit path names without opening the panel.
See More of Your Flow with a Denser Canvas: The Flow Builder canvas is now more compact, so you can see more of your flow without scrolling or zooming. Element cards now show the element type and API name in an info tooltip to reduce visual clutter. The End element is now an icon instead of a full card, making it clear there's nothing to configure.
Track Flow Changes Over Time with Edit History: For flows that support versioning, view a timeline of each save, preview what changed, and restore previous logic. Drill into element-level details, create a new version from a past save, or copy the logic into a different flow.
Keep End Elements Right Where You Placed Them: Flow Builder automatically saves end elements to your flow's metadata whenever you save in auto-layout, with no setup or action required. Your canvas layout stays exactly as you left it, with no more reshuffling when you save or reload. Because every end element appears explicitly in the flow's XML, tools that read metadata get full visibility into where your flow ends.
See Agent Actions and Tools Without Leaving Flow Builder: See key agent metadata, including action names, types, and brief descriptions, directly on the agent's information panel in the Flow Builder canvas, without opening the full record or navigating to Agentforce Builder. The expanded view helps you quickly assess what an agent is capable of while staying in Flow Builder.
Build Flows Through Conversation with Flow Author (Beta): 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.
Group Elements to Organize and Simplify Flows: 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.
Navigate Flow Builder More Efficiently with Keyboard Shortcuts: 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.
Reduce Flow Failures Caused by Record Lock Contention: 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.
Screen Flow Updates: Process multiple records at once by running a screen flow from a mass quick action on a list view or related list. Capture time values with the new Time screen component. Reference reactive formulas in conditional visibility rules on flow screens.
Experience Flow Builder in the Modern Salesforce Cosmos Theme: Flow Builder has a visually consistent, up-to-date look that matches the rest of Salesforce. It automatically matches your org's active theme, with no additional configuration or setup required. The modern Salesforce Cosmos theme provides increased spacing, an updated color palette, and visual consistency across all of Salesforce.
Test Flows with Primitive Collection Inputs: 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.
Test Flows with Specific Records by Entering a Record ID: 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.
Clean up Flows Faster with the Unused Resources Filter: 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.
Enforce User Permissions No Matter How a Flow Runs: A new run context option in Flow Builder guarantees that your flow always runs with the running user's access level, regardless of what runs it. The User Context–Enforces User Permissions option is available for screen flows and autolaunched flows.
Compare Versions of Data 360 and Agentforce Marketing Flows: 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.
Navigate Flow Comparison Results More Easily: Compare flow versions with a clearer results view in Flow Version Comparison. Element name labels in the comparison table are now clickable and open a resizable side panel with full change details. To reduce clutter, the table no longer includes the Change Details column. Flow versions in the selection dropdowns now list in a logical order.
Find a Record in a Collection Without Loop Elements: 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.
Flow Testing and Debugging: Debug flows and save reusable test scenarios in one place with the new Flow Test Mode (beta) for record-triggered and autolaunched flows. Test flows in isolation with mock outputs for Action and Subflow elements. Generate flow test scenarios from the command line with headless Agentforce for Flow. Enter a static record ID to debug flows with specific records. Populate primitive and record collection inputs to test more scenarios.
Split Flow Paths by Date or Field Value Without Expressions: 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.
Monitor Flow Performance Right on the Canvas: 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.
Flow Error Handling Updates: Catch field length violations when you save a flow, before they cause run-time failures. Find missing required fields in Create Records elements at save time. Reduce limit failures in scheduled flows with dynamic batch sizing. Automatically retry flows that hit record lock contention.
Verify Extracted Document Data in a Single Flow: Give your reviewers a way to verify and correct extracted document data without orchestrating multiple flows. The flow pauses at the Extract Data from Document action and resumes automatically after a reviewer submits corrections. Send every extraction for review, or only the low-confidence extractions based on the confidence thresholds in your document processing configuration.
Flow Marketing Cloud Updates: Trigger order confirmation flows directly with a REST API to send transactional messages in seconds instead of minutes. Read, create, update, and delete Marketing Object records with standard Flow record elements. Copy an audience flow without disrupting live campaigns. Predict the best conversion outcome for each audience member with Personalize Paths.
Manage Marketing Object Records Directly in Flows: Use standard Flow record elements to read, create, update, and delete Marketing Object records. Build orchestration logic that manages personalization data directly in your flows.
MuleSoft for Flow: Integration: MuleSoft for Flow: Integration is a no-code solution that connects your flows to external systems that use third-party connectors. Use these connectors as triggers or actions to automatically exchange data and information between systems.
Trigger Flows Faster on Order Events with a REST API: Send transactional messages faster by calling a REST API that starts the flow directly. The new Order Return, Order Shipment, and Order Status Change events in the Event Library accept API calls with order data. Flows process order events in approximately 3 seconds instead of 7–10 minutes.
Personalize Paths to Predict the Best Conversion Outcome: Use Personalize Paths to send each audience member record down the path most likely to drive your desired conversion outcome. Path selection uses machine learning to continuously predict which path performs best for each person, improving over time.
MuleSoft for Flow: IDP: Let a human verify and correct extracted document data before your flow continues, without orchestrating multiple flows.
Flow Runtime: Versioned updates are available for flows that are configured to run on API version 68.0.
Evaluate Conditional Visibility Rules with Reactive Formulas: 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.
Capture Time Values with the Time Component: Use the Time component in a flow so your users can schedule service appointments, book reservations, and other scheduling needs. You can then use the component's output to update records or perform other tasks within the flow.
Generate Flow Test Scenarios with Agentforce for Flow: 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.
Test Flows in Isolation with Mock Outputs for Action and Subflow Elements (Beta): Test your autolaunched and record-triggered flows more reliably with mock outputs for Action and Subflow elements. Define consistent test data for external callouts and subflow responses without depending on live systems or external services. Mock outputs are available in autolaunched flows and record-triggered flows.
Test Flows in a Dedicated Test Mode (Beta): Switch between building your flow and testing it in one place, and reuse saved test scenarios so you don't reenter inputs every time. Use Test Mode in Flow Builder to debug and save test scenarios in autolaunched and record-triggered flows.
Flow Orchestration: Configure the Orchestration Work Guide to keep users focused on completing work items from the same orchestration run. Orchestration runs are now faster and more responsive with automatic performance improvements.
Orchestration Runs Now Route Record-Change Events to a Dedicated Channel: Orchestration runs now route record-change events to a dedicated channel, reducing traffic in the step-completion channel. Previously, orchestration runs listened to a single platform event channel containing both record-change events and step-completion events. When bulk data operations triggered thousands of record-change events, step-completion events for steps completed after that bulk update were queued behind them. Sharing the queue stalled completion of some work items and delayed orchestration progress. This change is automatic and requires no configuration.
Update Existing Orchestrations to Run Background Steps Synchronously When Actions Support It: Background steps that call synchronous actions now run synchronously, reducing end-to-end latency for your orchestration runs. Previously, any background step containing an Action element ran asynchronously, regardless of whether the action itself was synchronous. To take advantage of this change in existing orchestrations, update the orchestration's API version to 68.0 or later.
Open the Next Work Item from the Same Orchestration Run: Help users complete their assigned work items from the same orchestration run without returning to the list view. When a user completes a work item, the Orchestration Work Guide opens the next work item from the same orchestration run. If the user has no remaining work items from the same run, the component shows their updated work item list for the current record. The Automatically Open Next Work Item option is available in both Lightning App Builder and Experience Builder.
See New and Outdated Orchestration Work Items Without a Manual Refresh: 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.
Automotive: Manage delinquent accounts through the full collections and repossession lifecycle, and handle non-delinquency repossessions such as lease-end, accident, and impound cases. Speed up claim processing, lower payout risk, and sharpen decision accuracy with the Warranty Claims Adjudication Assistant. Extend Agentforce sales concierge capabilities for natural language sales interactions.
B2C Commerce: Check out the latest features and updates from B2C Commerce.
26.10 Release: This B2C Commerce release occurs between September 29 and October 29, 2026.
Reach Shoppers in Any Locale with Agentic Commerce Search: You can now use Agentic Commerce Search for B2C Commerce storefronts in any locale. Previously, Agentic Commerce Search supported only English locales. No action is required.
Find Pages to Add to Your Custom App Navigation Faster: When you create or modify a custom app, zero in on the pages you want by narrowing your search with filters or by clicking one of the common section categories.
Agentforce for B2C Commerce: Check out the latest features and updates from the Shopping Agent for B2C Commerce storefronts.
Add Products to Categories with AI: Use AI to suggest categories for products in your product list. The recommendations are based on your current catalog. Categories are created only for base products, not variations. If a product is assigned to multiple sites, it can have different suggestions based on the site catalog. To see which products don't have an assigned category, review the new Products without Categories insight on the dashboard.
Find Products Faster with the Merchant Agent: Reduce the time spent manually creating filters for large catalogs with many product fields. Describe the products that you want to find, and AI converts your request into filters with product attributes, operators, and values. Generate filters in the Filters pane.
Keep Service and Email Domain Allow-Lists Independent Across Instances: Replication no longer copies your service allow-list and email domain allow-list configurations between instances. Previously, these lists were replicated as preferences, so replicating configuration from a staging instance could overwrite the allow-lists on your production instance. Now your development, staging, and production instances each keep their own allow-list configuration, so a replication doesn't change which services and email domains you allow on production.
Get More Workspace with Collapsible Navigation in the Utility Bar: Maximize your workspace in Business Manager by collapsing and expanding the left navigation pane with a toggle in the Utility Bar. Your selected view persists when you switch Business Manager apps or log out.
Use Agentforce Commerce Vibes to Build a B2C Commerce Storefront: Delegate multistep development tasks to an autonomous agent in VS Code that understands your storefront project and B2C Commerce instance. Agentforce Commerce Vibes brings agentic AI development to Storefront Next, SFRA, and PWA Kit storefronts. Write prompts to build and administer your storefronts, or use one of the sample prompts. The agent determines the best approach and works directly in your workspace.
Build and Manage B2C Commerce with the Agentic B2C Developer Toolkit: Build storefronts, deploy code, investigate issues, and manage your B2C sites in your AI assistant. The Agentic B2C Developer Toolkit includes a Model Context Protocol (MCP), agent skills, a CLI, and an IDE extension. Agent skills add curated guidance for storefront development, CLI workflows, and incident investigation directly to your AI assistant.
Minimize Downtime to Your B2C Commerce Connection When a Salesforce Sandbox Refreshes: When you refresh a sandbox org that’s connected to Salesforce, the org ID changes, but your B2C Commerce instance doesn't recognize the change. As a result, the B2C Commerce features that rely on the Salesforce connection are unavailable. A Disconnect link appears in Business Manager so that you can completely disconnect the affected pairing. You can then reconnect to the same sandbox org or a different one.
Migrate Legacy eCDN Zones to Proxy Zones Now to Avoid Site Disruption: The August 15, 2026 deadline to migrate from legacy eCDN zones to proxy zones has passed, and legacy zones and HTTP-only traffic are no longer supported. If your site still relies on a legacy zone, or your DNS (including any stacked third-party CDN) still points to a legacy zone’s CNAME, your site is at risk of an outage when that zone is removed or auto-migrated. This risk isn’t always visible: as soon as your proxy zone is active, eCDN routes traffic based on the incoming hostname regardless of what your upstream DNS still points to, so traffic can look normal even when your DNS hasn’t been updated to reflect the migration. Review your configuration and migrate to proxy zones as needed.
Apply Rate Limiting to Cached Assets in eCDN Rules: When you create or edit an eCDN rate-limiting rule in Business Manager, you can now control whether cached assets count toward the rule’s rate limit. This setting is selected by default, so cached assets count toward the limit and rules created before this change keep their current behavior. Clear the checkbox to apply the rule’s rate limits only to non-cached requests.
Manage eCDN Security and Analytics for Your SCAPI Zone in Business Manager: Configure security controls, including custom rules, rate limits, IP access lists, and cache purges, and view traffic analytics for your SCAPI zone directly in Business Manager or through the CDN Zones API. Previously, SCAPI zones were entirely Salesforce-managed, so every WAF rule or IP block required a support case. Now you can respond to abusive traffic, such as credential stuffing against your login endpoints, in real time, while platform guardrails reject any configuration that would break SCAPI routing or your ecommerce traffic.
Route B2C Commerce Events to External Systems (Generally Available): Configure connectors in Business Manager to send platform events, including sf.cc.order.placed, to your external systems. When a platform event doesn't represent the business event that you want to send, declare and send a custom event from your cartridge. B2C Commerce eventing, now generally available, was previously available as a pilot feature.
Choose up to 1,000 Locales in Business Manager: Broaden your global reach with more localized customer experiences. You can select up to 1,000 languages and locales in Business Manager, instead of the previous 200 cap. The increased limit is enabled by default.
Investigate Traffic and Recurring Errors in Log Center: Get information about the request volume, peak sessions, response time, system workload, and orders for a selected realm, instance, and time range on the Log Center dashboard. The Requests table highlights the top controllers, OCAPI categories, and SCAPI API families by volume, duration, and errors. Top Stack Traces shows the stack traces that occur most often, so you can investigate recurring application failures. Previously, the dashboard showed a histogram of the top stack traces from the past 10 days.
Search for Multiple Product IDs in the Product List: Speed up your search by entering multiple product IDs in the search bar. You can use spaces, commas, colons, semicolons, or line breaks to separate the IDs. If the product IDs contain special characters, separate them with line breaks to ensure that every ID is included.
Orchestrate Checkout with Payment, Gift Cards, and Fraud Commerce Apps (Beta): Increase checkout conversion with Payment, Gift Cards, and Fraud Commerce Apps (beta) that work together to keep transactions moving. Handle payment authorization, capture, and refunds with any compatible third-party payment provider. Let shoppers redeem a stored-value gift card and cover a remaining balance with a credit card in the same transaction. Reverse the payment and refund the gift card if an order fails, so no transaction stays uncompleted. Run fraud checks before payment authorization to block high-risk orders and avoid unnecessary processing fees.
Track Per-Level Taxes on Line Items (Generally Available): Beginning with B2C Commerce 26.10, Multiple Tax Levels is generally available to all merchants. Your tax-provider integration can now store individual tax items on a line item, such as federal, state, county, or local tax. B2C Commerce aggregates those items into one tax amount and uses that amount for totals. There is nothing to turn on. Behavior is opt-in: if a line item has no tax items, you still set the aggregated tax value directly.
Prevent Store Product Discrepancies with Partial POS Syncs: 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.
Shopper Agent for B2C Commerce Storefronts: The Shopper Agent for B2C Storefronts, powered by Agentforce, guides shoppers through their product discovery and purchasing journey. Shoppers can “chat” with the Agent and receive assistance with product search and recommendations, learn about promotions, get answers to frequently asked questions, and count on secure checkout.
Measure Shopper Agent Analytics with Agentforce Commerce Client: 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.
Keep Person Accounts Current with Faster Shopper Profile Updates: If you use Shopper Profile Sync, a change to a mapped attribute in a B2C Commerce shopper profile now triggers an update to the connected person account in Salesforce. Before this change, a scheduled job synced the updates, so changes could take up to 30 minutes to appear. The new sync behavior ensures that agentic workflows and service reps across the connected orgs receive accurate shopper data when it changes.
Create Person Accounts from Shopper Login: If you use Shopper Profile Sync, B2C Commerce now creates a person account in your connected Salesforce org in real time when a registered shopper logs in, if the shopper doesn't already have one. Before this change, these shoppers waited for the scheduled sync job. Agentforce and service reps can now see an active shopper's profile as soon as the shopper logs in.
Include Store URLs in Your XML Sitemap: Search engines can discover your store pages when those URLs are in the sitemap that B2C Commerce generates. On the Sitemaps settings page, include stores and set change frequency, priority, and whether store URLs use a separate file. You no longer need a custom sitemap to include store URLs.
B2C Storefronts: B2C Commerce includes Storefront Next, Composable, and Storefront Reference Architecture (SFRA) Storefronts.
Compare Revenue by External Traffic Source: Compare revenue, orders, and conversion for shoppers who reach your storefront from Search, Social, Email, and Chatbot sources. The Traffic Sources dashboard on the Traffic tab in Reports & Dashboards reports this external traffic and doesn't include direct visits. Select a source to focus the trend, top-selling products, and medium chart on that source. Sort the traffic sources table by revenue, conversion rate, or average order value.
Protect OCAPI Integrations with Under Attack Mode: When you turn on Under Attack Mode for an eCDN storefront zone, selected Open Commerce API (OCAPI) requests continue without a browser challenge. You can protect storefront pages during an attack without interrupting OCAPI integrations that use the exempt paths. Calls to other storefront paths can still be challenged, so use targeted custom rules and rate limiting when you need to protect those paths.
View Accurate Line Item Revenue for Order and Shipping Discounts in Reports & Dashboards: Previously, reports & Dashboards showed negative revenue on line items that cost less than an equal share of an order or shipping discount. Every line item received the same share of that discount. Now, each line item receives a share that matches its value. The shares still add up to the full discount.
CRM Analytics REST API: Using the CRM Analytics REST API, get and update extended metadata files for Data 360 objects and query unsupported features.
CRM Analytics: CRM Analytics enhancements include new and updated features for dashboards, lenses, analytics apps, and data integration.
Analyze Activities Across Time with Gantt Chart Visualizations: Add Gantt charts to CRM Analytics lenses and dashboards to track activity schedules, task durations, and overlaps. Gantt charts integrate with standard dashboard interactions like filtering and faceting, so you can analyze timelines alongside other visualizations. For dense timelines, use dimension separators and vertical grid lines for a cleaner view.
Expand Analytic Workflows with Increased Dashboard Page Limits: You can now request up to 30 pages within a single dashboard to support end-to-end guided workflows from high-level KPIs down to detail tables. Dashboards previously capped page counts at 20, requiring you to link separate dashboards together and duplicate filter configurations. You can now navigate multi-topic analytics without losing active filter selections.
Protect Your Work with a Dedicated CRM Analytics Recycle Bin (Generally Available): Safeguard your critical analytics by moving deleted dashboards and lenses to a dedicated recycle bin instead of losing them forever. View, manage, and restore these assets to their original state while automatically pausing associated subscriptions and notifications during the retention window.
Improve Chart Readability with Segment Gap and Border Controls: Use segment gaps and borders for improved readability on charts that rely on color differences. For example, slices in a pie chart or stacked sections in a column can be difficult to read, especially in high-density charts. These chart enhancements add visual separation between adjacent segments to improve readability. Supported chart types include Bar, Column, Stacked Bar, Stacked Column, Funnel, and Pie. These options aren’t on by default, so your existing charts remain unchanged.
Customize Table Column Widgets with Flexible Column Visibility: Customize CRM Analytics table views by dynamically hiding and reordering columns. Adjust visible columns within the table widget to focus on relevant data without modifying the dashboard. Dashboard authors can also define specific column widths directly in the table during edit mode. Previously, table structures were fixed, which required multiple dashboard versions for different user needs.
Analytics Experience and Visualizations: Keep users informed with scheduled email snapshots of CRM Analytics dashboards and widgets powered by Data 360 live datasets. Add Gantt charts to CRM Analytics lenses and dashboards to track activity schedules, task durations, and overlaps. Improve your chart readability with controls for segment gaps and borders.
CRM Analytics Development: Connect AI assistants to your analytics data with CRM Analytics MCP Server, and query governed CRM Analytics data in natural language without building a custom integration.
Customize Data 360 Fields in CRM Analytics: Create consistent analytics experiences by customizing how Data 360 fields appear in CRM Analytics lenses and dashboards. Rename fields, edit field values, and assign chart colors for data lake objects, data model objects, and calculated insight objects. These customizations apply to all lenses and dashboards that use the data source without changing the underlying Data 360 data.
Subscribe to Data 360 Live Widgets in CRM Analytics: Keep users informed with scheduled email snapshots of CRM Analytics dashboards and widgets powered by Data 360 live datasets. Choose hourly, daily, weekly, or monthly delivery, and set the delivery time and time zone to meet recipients’ needs. Recipients see only the data that they’re authorized to access based on their existing permissions. For example, a customer support manager can receive hourly email snapshots of a case escalation widget using Data 360 live data to stay informed about critical issues throughout the day without manually checking the dashboard.
Analytics Data Integration: Enhance dataset accuracy with 18-digit measure precision, and see faster query results with optimized null measure handling. Increase data security by using OAuth 2.0 authentication with your Salesforce external input and output connectors.
Analyze Your Data More Precisely with Expanded CRM Analytics Measure Support: CRM Analytics adds 18-digit precision support for measures, preventing value overflow errors and keeping your calculated values accurate at scale. If your org has null measure handling in datasets enabled, you also see faster query performance.
Upgrade to OAuth Security for Your Salesforce External Connections: 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.
Query Your Analytics Data in Natural Language with CRM Analytics MCP Server (Beta): 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.
Billing: Billing introduces key enhancements for flexible revenue operations such as weekly billing, new-sale ramp details, billing frequency changes during amendments, alongside catch-up bill runs and billing forecasts. Accelerate cash collections and recover bad debts by using tracking and visualization tools for collections. Expand payment capabilities and enhance payment flows by using self-service digital wallets, regional payment options, Lightning Web Runtime (LWR) and Aura Experience Cloud components, payment reconciliation, and credit balance refunds. Extend the Revenue Standard Tax Engine for custom tax rules and orchestrate the entire checkout flow with the Checkout API.
Orchestrate Cart-to-Cash Checkout Flow With a Single API Call: Complete a full purchase journey with the Checkout API, whether you initiate it from an external CPQ system, a website, or a custom sales channel. Simplify integration by using a single API request to create a subscription, generate an invoice, and process and apply the payment, instead of multiple calls.
Automate Billing Schedule Reconciliations for Early Renewals of Future-Dated Orders: 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.
Advance Migrated Billing Schedules Without Rebilling by Using Catch-Up Bill Runs: Migrate billing transactions from an external system to Salesforce and resume billing from the appropriate point. Use catch-up bill runs to advance billing schedules to a target date without generating invoices for previously billed periods. Preserve billing continuity without reprocessing historical invoices or triggering unnecessary tax processing.
Change Billing Frequency on Active Subscriptions Anytime: Your sales reps can now update the billing frequency of an active subscription, from any cadence to any other, such as monthly to annual billing or vice versa, without canceling or recreating the subscription. When your sales reps make a zero-quantity amendment to update the billing frequency, Billing automatically prorates the charges and applies the new billing cadence from the effective date. With the Revenue Cloud Billing license, your billing ops team can also update the frequency by using the Create Standalone Billing Schedules API with added flexibility to set the billing start month.
Changed Metadata Types in Billing: Enable billing forecasts by deploying and retrieving the org-level setting with Metadata API. Preview future invoice lines before posting to validate ramps, uplifts, amendments, and cancellations in advance.
Collections: Improve collections with invoice aging insights and manage critical overdue accounts from a single console.
Prioritize and Act on Overdue Invoices in the Collections Specialist Console: Drive faster recoveries with a single, high-performance console that surfaces your most critical, long-overdue accounts for immediate action. You can act on any invoice without leaving the page—create a collection plan, write off an invoice, send a reminder, or log a task. Filter cards and charts by account and currency so your team works from the same prioritized view. Track recovered and outstanding balances, invoice aging, and payment promises to focus collection efforts where they matter most.
Generate Context-Rich Sequence Patterns with Dynamic Fields: Embed standard or custom fields from target objects, such as invoice and credit memo, into sequence patterns to encode business context into sequence numbers. Combine dynamic fields with static text to create numbering formats that support compliance and operational requirements.
Extend the Revenue Standard Tax Engine to Match Your Tax Rules: Apply tax rates based on custom attributes, such as product category, customer attributes, or exemption criteria, without writing Apex code. Extend the Revenue Standard Tax Entries decision table with custom input and output fields, and automatically populate invoice tax line and credit memo tax line fields with matched values.
Configure Billing Features Faster: Use Salesforce Go to discover and configure Invoice Management, Tax Calculation, Invoice Document Delivery, and Accounting Sub-Ledger for Accounts Receivables. Guided setup steps, videos, and help resources walk you through configuration so you spend less time configuring these Billing features.
Preview Future Invoice Charges with Billing Forecast: Get full transparency into projected billing charges before invoices are created. Run scheduled forecasts for one-time and subscription charge types and categories. Use forecast data to align with customers on upcoming charges and report on projected billing.
Honor Future-Dated Billing Suspensions During Invoicing: Process future-dated invoices while honoring billing suspensions as of the target date rather than the run date. If the target date falls in the suspension time frame, billing period items aren't created for the suspended period, eliminating the need to backdate suspensions to prevent charges during suspension.
Generate Invoices Across Accounts for Owned and Billed Charges: At the account level, run Generate Invoices, Preview Invoices, and Invoice Scheduler for all billing schedule groups that list the account as a billing account in a billing arrangement. Billing includes both owned and billed groups by default. Accounts are invoiced for every billing schedule group they owe, including split invoices for charges owned by other accounts. This change eliminates manual reconciliation across split billing scenarios. Previously, account-level operations processed only billing schedule groups the account owned.
Prioritize Collections with Invoice Aging Summaries on Accounts: View invoice aging summaries on the Account page to prioritize collections and prepare for customer conversations. The Invoice Aging component shows total, open, and overdue invoices plus average and maximum age for each account. Sales reps can quickly identify overdue invoices before renewal calls or collection activities without clicking through multiple records to assess outstanding balances.
See Product Charges Together on an Invoice: 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.
Invoice Management: Invoice each account for every billing schedule group that the account owns or is billed for. Resume billing on migrated schedules without reissuing past invoices, produce invoice documents during batch runs, and embed record fields into invoice and credit memo numbering. Set invoice target dates by calendar day or number of billing periods, track each schedule's periods and milestones on a timeline, review linked split invoices before you act, and forecast upcoming charges before invoices are created.
Refund Available Credit Balances to Customer Accounts: Your accounts receivable or collections team can now issue refunds for credit balances available on an account. Billing automatically reduces the outstanding credit balance when a refund is issued. Previously, you could only issue referenced refunds against payments, but with this enhancement, you can issue an available credit balance as a refund to a customer’s preferred payment method. You can issue refunds against credit memos or credit memo lines.
Reconcile Payment Advice and Bank Data with Lockbox Processing: Accelerate cash collection by automating payment reconciliation between payment advice records and bank statements. Billing uses Document AI to extract payment data from payment advice documents, checks, emails, or other payment advice records and automatically matches the payment data against available bank statements. Your accounts receivable team can then review all matched and unmatched transactions in the reconciled payment records.
New and Changed Connect REST APIs in Billing: Improve checkout-to-cash operations for non-referenced refunds and unified checkout orchestration. You can also automate migration and invoicing workflows more effectively with enhanced scheduler controls, custom credit memo field support, custom billing cycle count, and flexible target-date billing behavior.
New and Changed Invocable Actions in Billing: Automate refund and billing schedule workflows with a new invocable action, and get asynchronous execution support in existing invocable actions for billing schedule creation.
Payments and Refunds: Pass Level 2 and Level 3 payment data via Stripe and Adyen. Support flexible customer payment options through saved digital wallets and regional payment methods. Add Billing Self-Service components on LWR and Aura Experience Cloud sites, refund available credit balances back to the account, and automatically reconcile payment advice records with bank statements.
Automate Compound Price Uplifts for Multiyear Ramp Deals: Compound uplift builds each ramp segment's price on the net price of the segment before it, not the original list price. Multiyear deals no longer need manual, error-prone uplift calculations outside Salesforce, and deal approvers get an accurate number right away. The same compounding logic carries through amendments and renewals, and billing schedules reflect the compounded price automatically once you activate the order.
Accept Regional Payment Methods in the Self-Service Billing Portal Through Native Gateways: Your customers can pay invoices by using regional payment methods from the Self-Service Billing Portal. Supported methods include Bancontact, Klarna, Affirm, Canadian Pre-Authorized Debit, and New Zealand BECS through Stripe and Adyen. These payment options expand coverage across different regions and payment preferences.
Review All Impacted Split Invoices Before Posting, Voiding, or Deleting: See all related split invoices before acting on an invoice created through a billing arrangement. The Split Invoices tab on the Invoice page shows all linked invoices across accounts. Actions taken on one split invoice trigger the same action on all related invoices. This visibility prevents unintended financial consequences when posting, voiding, or deleting split invoices.
Save Digital Wallets for Future Invoice Payments: When you add digital wallets to a payment method set, customers can save options like Apple Pay and Google Pay in the Self-Service Billing Portal. They can then reuse those payment methods for future invoices or set them as their default. Saved digital wallets appear in their saved payment methods.
Manage Saved Payment Methods in Aura Experience Sites: 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.
Visualize Billing Schedule Lifecycles with Timelines: Gain instant visibility into billing schedule lifecycles with a timeline view on the Billing Schedule Group page. Track billing periods, amounts, statuses, and key milestones to help operations teams quickly identify outcomes and sales teams to demonstrate complex billing capabilities to prospects.
Billing Schedules and Billing Arrangements: Amend billing frequencies on existing subscriptions or orders. Bill weekly or bill at custom intervals that span longer periods. Skip charges for periods that fall within a future-dated suspension, surface ramp segment identifiers on billing schedules for new-sale ramp deals, and automatically compute price uplifts on multiyear ramp deals, and reconcile billing schedules for early renewals of future-dated orders.
Add Billing Self-Service Components in LWR Experience Cloud Sites: Add billing capabilities to any Experience Cloud site built on Lightning Web Runtime (LWR) templates. The Posted Invoices, Invoice Line Viewer, Self-Service Payment Sheet, Self-Service Payment Confirmation, and Manage Saved Payment Methods components now appear in the Experience Cloud palette. Customers can view invoices, pay outstanding balances, save payment methods for future use, and manage saved payment methods from your branded site. Customize the page layout and component placement to match your site design. Add these components to existing LWR sites or build your own sites.
Send Level 2 and Level 3 Payment Data Through a Native Payment Gateway: Pass Level 2 and Level 3 enhanced transaction data in your payment requests to Stripe and Adyen native payment gateways. The payment batch run automatically includes the enhanced metadata in the payment gateway logs.
Set Invoice Target Dates by Calendar Day or Billing Period Count: Adapt invoice processing for complex billing scenarios with dynamic target dates in invoice batch runs and Invoice API. Set target dates based on a specific calendar day of the month or a fixed number of billing periods instead of static day offsets.
Tax Management: Adapt tax calculations to your business needs without writing Apex code.
Bill Every Few Weeks, Months, or Years Instead of Every Term: Your sales reps can now set up flexible subscriptions billing terms whether it's every three weeks, every five months, or every two years. For example, to bill a subscription every three months, your sales reps can set the billing frequency to monthly and billing term to 3 on the order product. Billing automatically calculates the correct amount for the combined period and sets the next billing date accordingly.
Track Ramp Deal Details on Billing Schedules: See ramp identifiers on billing schedules for new-sale ramp deals. Billing populates ramp-specific fields, such as Ramp ID, Segment ID, Segment Name, and Segment Type, to identify ramp segments and explain pricing details.
Support Flexible Billing With Weekly Cadences: Serve customers who prefer frequent billing cycles, whether it’s every week or every 6 weeks, by selecting weekly frequency on quotes and orders. Billing automatically prorates the billing period amounts and generates billing schedules for the chosen weekly cadence.
Run Business Rules Engine Logic in Agentforce: Connect your activated expression sets and decision tables as reference actions in Agentforce so your agents can run eligibility checks, calculations, and other business logic during conversations. In Agentforce Studio, add an expression set or decision table as an API reference action, map its inputs and outputs, and give the agent instructions on when to invoke it. With Business Rules Engine actions in Agentforce, your agents can give consistent, rule based answers during a live conversation without waiting for a handoff.
Manage Null Values in CSV-Based Decision Tables: 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.
See Decision Table Status at a Glance from the List View: The Decision Table list view now includes a Status column showing whether tables are active or inactive, so you can check a table's state without opening its detail page. Sort by status to quickly find inactive tables that need attention.
Use the Branch Element in Context-Aware Expression Sets: In an expression set that uses a context definition, add the List Branch element to build if-then-else rule conditions directly on list data. Each incoming list item is processed by the first branch whose condition it satisfies.
Process Multiple Outcomes from Decision Tables in Expression Sets: Use decision tables that return multiple outputs from a single input in standard expression sets, even in orgs that don't use Context Service. Previously, only expression sets built on a context definition could process more than one matching result from a decision table lookup.
Reduce Errors in Expression Set Conditions with Picklist Value Suggestions: Select from a dropdown of valid values in the Expression Set Builder when you write a List Filter condition on a picklist-type context variable instead of manually entering it. Use type-ahead search to quickly find a value in a long list, and get an immediate warning if you enter values that the picklist doesn't allow.
Build Reusable Service Intake Forms with Custom Components: Eliminate manual reconfigurations when migrating service processes between orgs by configuring intake forms once using the Create Service Catalog Request flow invocable action. The system deploys your configuration consistently across orgs, supports custom Lightning web components, and captures comprehensive attribute data for every request.
Build Revenue Management Faster with Prebuilt Design Foundations: Install Revenue Management capabilities and select prebuilt components for common implementation work. Add sample usage products and rate cards, refresh product qualification, pricing, and rating rules, or start orchestration when an order activates. You spend less time assembling a working implementation.
Plan, Build, and Preview Apps and Agents with Salesforce Builder Central (Beta): 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.
Builder Central (Beta): Builder Central helps you manage, build, and deploy solutions across Salesforce, from agents to apps and everything in between.
Business Rules Engine: Run expression sets and decision tables as actions in Agentforce. Use the List Branch element to build if-then-else rule conditions on list data in context-aware expression sets. Process multiple decision table outcomes in standard expression sets, even without Context Service. Select picklist values from a dropdown instead of typing them in expression set conditions. Call decision tables directly from Omniscripts. Speed up decision table refreshes with parallel processing and automatic incremental refreshes. Use more data types and manage null values and empty cells in CSV-based decision tables, and see each table's status from the list view.
Data 360: Data 360 features and changes are released as often as monthly, so check back again soon for the latest solutions. Changes included in the Winter '27 release are generally listed under October 2026.
Easily View Original Case Attachments Inline in Case Details: Original case attachments now display directly inline under the Case Description field, eliminating the need to click a button or open a side panel. Reps get immediate context from up to three attachment tiles, with a popover link available to view additional original files. Original attachments include files added in the email subject or case description within the initial case creation timeframe.
Simplify Case Merging with the Revamped Case Merge UI: Configure case merging from a consolidated setup page. The revamped setup page brings together settings for Case Merge, Enhanced Case Merge (Beta), and Case Merge for Omni-Channel (Beta). Enhanced Case Merge (Beta) provides access to Duplicate Rules and Matching Rules.
Refine Case Comments with AI-Powered Writing Tools: Service reps can now use AI-powered writing tools directly in the case comment editor to polish, expand, or summarize comment drafts while preserving their intended meaning. Reps can also refine comments by entering specific instructions, based on the guidance that admins configure in the Refine Case Comment prompt template. The tools can revise either an entire comment or selected text. This feature helps teams communicate consistently and spend less time editing comments.
Improve Match Rates for Ad Audiences Partner Activations with Identity Boost: 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.
Activate Audiences to Reddit: 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.
View All Companion Connection Eligibility Errors at Once: 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.
Configure Document AI Faster with the Data 360 MCP Server: 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.
Segment Audiences with the Data 360 Marketing Agent: 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.
Build a Segment by Describing It: 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.
Predict Numeric Outcomes with Advanced Regression Loss Functions: 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.
Predict Purchase Likelihood with the Propensity to Buy Template (Beta): 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.
Accelerate Predictive Model Setup with Preconfigured Templates: 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.
Group Records Dynamically with Unsupervised Clustering: 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.
Connect Data 360 to Databricks on Azure with a Salesforce-Managed Private Network Route: 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.
Schedule Secondary Index Refreshes and Lower Refresh Costs with Incremental Rebuilds: 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.
Keep Segment Publish Schedules Consistent Across Time Zone Changes: 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.
Use the Snowflake Zero-Copy V2 Connector for Enhanced Data Sharing: 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.
Use Shortcuts in Activation to Simplify Attribute Selection and Filtering: 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.
Activate Audiences to LY Ads: 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.
Run Custom Python Transformations on Zero-Copy Data: 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.
Schedule Clean Room Queries to Run on Segment Publish: 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.
Fix Data Stream Extraction Issues by Bulk Disabling Fields: 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.
Build Data 360 Retrievers with Custom SQL Queries: 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.
Connect Companion Sandboxes Without Manual Metadata Cleanup: 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.
Enhance Data Security with Granular Governance for Data Graphs: 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.
Select Specific Salesforce Objects to Refine Document Processing in Document AI: Get precise, targeted document processing that pulls data only from the files you care about. Select only the Salesforce objects whose attachments you want Document AI to process, such as accounts or contacts. As you add or remove attachments, Document AI keeps the extracted data up to date so your document schemas stay focused on the records that matter.
Use Data 360 Credits for Enriched Indexing: When you turn on and build an Enriched Search Index, Data 360 reports usage against the Intelligent Processing usage type. Previously, LLM calls that generated enriched chunks were billed under the Agentforce Generative AI usage type as Standard Prompts.
Validate Your Segment Logic with Filter Population Breakdown: 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.
Render Source Documents Consistently for Intelligent Context Citations: 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.
Send Data Action Events to Amazon Kinesis Data Streams: 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.
Create and Manage Segments with the Data 360 MCP Server: 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.
Simplify Your Navigation with the Updated Data 360 Menu: 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.
Ingest Microsoft OneNote Content into Data 360 (Generally Available): 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.
Use Related Data Objects to Build Richer Clusters: Build richer clusters to enrich customer profiles, identify similar accounts or products, or provide variables for downstream models. Select a data model object (DMO) as the primary data source and add variables from related DMOs and calculated insight objects (CIOs). Alternatively, use a CIO as the primary data source.
Discover Patterns in Your Data Without Training a Clustering Model: Dynamic clustering in AI Models uncovers patterns and creates targeted customer segments by grouping similar records, such as customer profiles. A built-in algorithm assigns records to clusters each time you run a predict job, requiring no training data or reusable model.
Track Prediction Drift for Predict Jobs and Batch Transforms: Monitor prediction drift and variable drift for models used in predict jobs and batch transforms. Drift charts appear in the same model monitoring interface used for live inferences, so you can spot accuracy risks without switching views. Previously, AI models monitored drift only for live inferences made through flows and APIs. Now, Data 360 compares incoming job data against reference training data to identify potential accuracy issues early, before they affect business decisions.
Redeploy Data Kits Containing Data Graphs: 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.
Test Inactive Retrievers and Versions in Retriever Playground: 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.
Measure Retrieval-Augmented Generation (RAG) Effectiveness with Advanced Retriever Metrics: 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.
Ground Users and Agents in Your Metadata with Salesforce Catalog (Generally Available): 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).
Simplify Data Graph Monitoring with Distinct Metadata and Refresh Status Indicators: 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.
Prevent Duplicate Matches in Data Graph Refresh: 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.
Edit Streaming Data Graphs with Incremental Changes: 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.
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.
Channel Revenue Management: Optimize rebate processing with automated accrual and payout management, powered by Data Processing Engine (DPE) on Data 360. Rebate and Accruals Management Advanced now supports more real-world rebate structures out of the box, reduces manual rework when rates or benefits change mid-period, and gives Finance a clear, at-a-glance view of accruals. Run your own DPE definitions on demand across ChRM add-ons, and get more exact calculations with decimal precision up to four places.
Create Accruals that Align with Your Rebate Programs: Model accruals that reflect real rebate programs instead of forcing them into a single calculation type. Calculate granular rebate accruals across different program structures, including flat, tiered, and growth-based calculations, powered by the Data Processing Engine (DPE) on Data 360. When a rate updates mid-period, accruals adjust automatically and the updated totals appear in the accruals summary for Finance to review.
Enhance Financial Accuracy with Improved Decimal Precision: Flexible decimal precision up to four decimal places is now available across Rebate Management and Rebate and Accruals Management Advanced fields to ensure exact calculations across your payout models. This enhancement provides greater financial control and consistent tracking across channel workflows with no setup required.
Optimize Payout Calculation with Advanced Rebate Payouts: Generate accurate, auditable rebate payouts that match real commercial agreements, including flat, tiered, and growth-based structures, powered by the Data Processing Engine (DPE) on Data 360. When benefits update, payout calculations adjust automatically so payouts stay accurate without manual rework.
Run Data Processing Engine Definitions On Demand: Channel Revenue Management (ChRM) now supports the On-Demand Data Processing Engine (DPE) license across the Channel Partner Inventory Tracking, Rebate Management, and Advanced Rebate and Accruals Management add-ons. Build your own DPE-On-Demand definitions and run them based on your business requirements.
Salesforce CMS: Salesforce CMS release notes now appear in a dedicated Platform section, making it easier to find infrastructure, API, and foundational updates.
Create and Manage Brands in Enhanced CMS Workspaces: The Brand content type is now available in all enhanced CMS workspaces. Create a brand in CMS for your React app and customize its colors, typography, buttons, borders, and more. Previously, the Brand content type was available only to marketing workspaces in Marketing Cloud Next.
Delete Content and Folders in Bulk in Enhanced CMS Workspaces: 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.
Improve Semantic Search with the Latest CMS Base Data Kit and Search Index: Deploy the 2.0 version of the CMS Base data kit to improve AI-powered search results. The latest version contains a new content taxonomy transform, and it builds a search index based on taxonomy terms. This search index enables AI-powered search to find tagged CMS content when the tag matches the semantic meaning of the search keyword. Previously, these searches returned tagged content only when the tag matched the search keyword exactly.
B2B Commerce: Check out the latest features and updates from B2B Commerce.
Commerce Additional Features: Add product media from external URLs instead of uploading files to Salesforce CMS.
Maintain Multiple Carts Simultaneously (Generally Available): 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.
Automate Email Notifications for Failed Orders: 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.
B2C Commerce 2027 Deployment Schedule: To uphold our commitment to customer trust and to make sure that our B2C Commerce releases meet our rigorous standards, we deploy the B2C Commerce major releases to customers in phases. See the Deployment table for information about which instances are included in each major release phase.
B2C Commerce 2026 Deployment Schedule: To uphold our commitment to customer trust and to make sure that our B2C Commerce releases meet our rigorous standards, we deploy the B2C Commerce major releases to customers in four phases. See the Deployment table for information about which instances are included in each major release phase.
Offer Configurable Subscription Products and Bundles: Give buyers more flexibility when purchasing subscriptions by letting them configure subscription products and bundles. Buyers can select options such as the product selling model and subscription term, and use dynamic attributes to configure the product or multi-product subscription bundle before adding it to the cart.
Pass Custom Gateway Metadata in a Pay Now Payment Flow: Merchants can now add their own metadata to a payment link and match transactions to their invoices, order numbers, or internal IDs. The Custom Metadata field on the Payment Link object passes details, such as an invoice ID, to your payment gateway. Merchants can then later reconcile these details against the accounting system.
Offer More Stripe and Adyen Payment Methods at Checkout: Add popular global debit and installment methods to your B2B Commerce stores to reduce payment friction for your international customers. Stripe integrations now support direct debit from Canadian Automated Clearing House (ACH) and Pre-Authorized Debit (PAD), and New Zealand Bulk Electronic Clearing System (BECS). Adyen integrations support Affirm, Klarna, and Bancontact.
Add Amazon Pay as a Saved Payment Method: In addition to Apple Pay and Google Pay, B2B buyers can now save Amazon Pay as a payment method. Amazon Pay is available through Stripe payment gateways.
Update Stores Prior to Summer '25 That Use Place Order Orchestration: 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.
View When Orders Are in Pending or Failed State: 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.
Add Product Media and Attachments from External URLs: 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.
Extend Category Promotion Rules to Subcategories: Apply a promotion to a category and opt to extend it to its subcategories with a single rule, so you don't need separate rules for each subcategory. To control how the promotion applies across the category hierarchy, define advanced rules.
Commerce Promotions: Apply a promotion rule to a category and its subcategories. Control how a promotion applies across the category hierarchy by using advanced rules.
Request Quotes and Checkout from Saved Carts: 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.
Automatically Release Reserved Resources for Failed Orders: 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.
Speed Up Bulk Ordering by Using a CSV File: 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.
Split Shipment, Apply Coupons, and Add Gifts to a Saved Cart: 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.
Organize Your Carts by Date: 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.
Collaborate on B2B Orders with Shared Cart Permissions: 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.
Access B2B Store Pages with Enhanced Permission Security: 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.
Commerce Store Pages: Enhanced permission settings bring more security to your B2B store pages.
Apply Contract Pricing Across a Subscription's Lifecycle: Contract pricing for subscription products now applies when buyers amend, renew, or cancel a subscription. After an order is placed, the contract is stamped on the order line item and used for subsequent amend, renew, and cancel operations.
Set Exact Prices for Subscription Products with Override Adjustments: Set a fixed selling price for subscription products instead of calculating a discount from the current product price. Use the Override adjustment type to specify the exact price for each product selling model.
Apply Pricing Adjustments to Subscription Products: 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.
Extend Pricing Procedure Plans to Subscription Products: Pricing Procedure Plans now support subscription products and their amend, renew, and cancel operations. Pre-execution and post-execution Apex hooks also run during subscription lifecycle and Configurator flows, so you can apply custom pricing logic consistently.
Drive Subscription Sales with Promotions (Pilot): Offer promotions on subscription purchases and positive amendments, and target specific product selling models, such as monthly or yearly. B2B Commerce evaluates applicable automatic promotions during subscription purchases, amendments, and renewals.
Commerce Subscriptions: Sell subscriptions with more flexibility and pricing control. Let buyers configure subscription products and bundles, and drive sales with promotions that target specific product selling models. Set exact prices with override adjustments, apply volume-tiered pricing adjustments, and extend contract pricing and pricing procedure plans across the subscription lifecycle.
Commerce: Commerce enhancements can include features for B2C Commerce, B2B Commerce, Omnichannel Inventory, Salesforce Order Management, Salesforce Point of Sale, and Salesforce Payments.
Connect B2C Commerce to Salesforce Without a Data 360 License: You no longer need a Data 360 license to connect your B2C Commerce instance to a Salesforce org. With that requirement removed, you can more easily set up the trusted connection that powers agentic and cross-cloud experiences, such as Shopper Agent, Merchant Agent, Shopper Profile Sync, and Shopper Notifications
Pair Any Nonproduction B2C Commerce Instance with Any Salesforce Sandbox: You no longer need a specific sandbox to establish a connection, giving you more flexibility when pairing an instance. Reduce your total cost of ownership by connecting a nonproduction B2C Commerce instance with any of your Salesforce org's sandboxes, including Developer and Developer Pro sandboxes.
Delta Pricing Accelerates Recalculations in Carts: Reprice large carts more efficiently with delta pricing, extended to support carts in addition to quotes and orders. When you update a cart, the system recalculates pricing only for the changed cart line items and their dependent lines rather than repricing the entire cart. This optimization significantly reduces response times for large carts with many line items and complex pricing configurations.
Access All Pricing Tools from One Place: Find quote-level discounts and line-level price adjustments in one unified Pricing Controls module on the Enterprise Sales Management Summary page. Use clearly labeled tabs to switch between quote-level or order-level pricing for discounts and promotions applicable at the overall cart level, and line-level pricing for adjustments on specific quote line items. Use advanced selection mode to apply bulk price adjustments only to selected quote or order line items. Select discount or upcharge options directly when creating price adjustments, so you don’t need to enter negative signs manually. Price formatting is consistent across the discount panels.
Apply Mass Discounts on Large Enterprise Quotes: 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.
Apply Term-Based Promotions to Boost Sales: Offer partial-term discounts on subscription products to attract customers. Sales reps define promotions with specific benefit durations, such as 100% off for the first 3 months or 25% off for 6 months. Set commitment periods to prevent customers from reapplying the same promotion or combining non-stackable promotions. View time-based adjustment breakdowns and maintain promotion visibility throughout the subscription lifecycle.
Build and Manage Quotes with Invocable Actions in Enterprise Sales Management: Give your sales reps a complete toolkit for enterprise quoting with invocable actions in Enterprise Sales Management. Reps can create quotes and quote members, add products to quote or order carts, apply configurations from working carts, retrieve quote line item product and attribute details, and convert assets to quotes in batch.
Communications Insights: Get clearer, real-time insight into pipeline and revenue performance across the communications sales lifecycle.
Consumer Sales in Revenue Cloud for Communications: Validate cart configurations and convert them to orders directly from the Communications Service Console, bridging digital self-service with representative-assisted support. Accelerate cart repricing with delta pricing that recalculates only changed line items and their dependencies rather than repricing the entire cart, reducing response times for large carts with complex pricing.
Route Users Where They Need to Be with Context-Aware Custom Notifications: Custom notifications now carry precise navigation intent, instantly landing users on a specific destination, such as the quote summary tab, ESM summary, ESM loaction, or a custom link. Use the API to create custom notifications complete with redirect-ready metadata, cutting out manual navigation and keeping operational workflows seamless.
Convert Customer Assets to Enterprise Orders Directly in Enterprise Sales Management: Convert customer assets to enterprise orders in Enterprise Sales Management to handle the complete MACD (move, add, change, disconnect) flow. From the Asset Viewer on the Account page, sales reps can select assets to create new orders or add them to existing ones. Small selections process instantly, while larger selections process asynchronously based on configurable thresholds.
Run Custom Logic After Multi-Site Copy Completes: Trigger custom post-processing logic reliably after multi-site copy operations finish in Enterprise Sales Management. Run external pricing web services, send seller notifications, and handle custom errors only after the enterprise quote is fully populated from the working cart, eliminating premature execution failures. Previously, custom post-processing logic was unreliable because the asynchronous operation returned a Batch Job ID immediately rather than waiting for the copy to finish.
Deep Clone Source Orders in Activated Status: Use the deep clone invocable action to recreate activated source orders without manually rebuilding complex order structures. The cloned order maintains all line items, pricing overrides, and hierarchical relationships with its status set to Draft. Previously, deep cloning wasn’t available for source orders in activated status.
Define Product Dependencies with Linear Relationships: Model real-world dependencies between products and classifications without locking them into a bundle. With the Relies On relationship type, specify that one product (the source) relies on another (the related product). Each product keeps its own price, term, and lifecycle. When a sales rep adds a product with a Relies On rule to a quote or an order, the system links it to an eligible related product, or prompts to choose one if multiple products match. The relationship flows from quote to order to asset and persists through amendments, keeping dependencies accurate across the lifecycle.
Define Promotional Compatibility with Advanced Stackability Rules: Define which promotions can coexist on the same product and in which priority order they apply. Organize promotions into groups and subgroups with evaluation criteria that determine whether multiple promotions stack or whether only the first eligible promotion applies. Protect campaign profitability by preventing customers from combining incompatible offers while enabling strategic bundled discounts.
Delete Discounts on Large Enterprise Quotes and Orders: 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.
Disconnect Bundle Products with Accurate Cart Updates in Enterprise Sales Management: Sales representatives can disconnect child or grandchild products from bundles during order modifications, and the cart displays remaining products accurately without duplication. The Enterprise Sales Management cart provides consistent and accurate visibility with no configuration required. Sales reps no longer need to manually verify product lists after disconnecting bundle components, reducing the time required to complete MACD transactions.
Distinguish Blocking Errors from Bypassable Warnings in Your Working Cart: See what blocks cart submission and what you can bypass in your Enterprise Sales Management working cart. The cart now separates mandatory blocking errors from warnings using distinct visual indicators—red for errors that prevent submission, orange for warnings you can acknowledge and bypass. These alerts appear at both the cart and line-item levels, with banners showing alert counts and expandable details linked to affected products. Acknowledge warnings to proceed with incomplete configurations, or resolve errors to submit so you can quickly identify which issues require immediate action.
Drive Customer Engagement with Coupon-Based Promotions: Issue coupon codes to customers that unlock promotional discounts when redeemed. Sales reps create multiple coupon codes for a single promotion, set redemption limits per buyer or across all buyers, and track usage to control campaign reach.
Agentforce for Enterprise Quoting: Automate enterprise quoting with agent-ready actions to create, configure, and update quotes at scale efficiently.
Enterprise Sales Management: Simplify enterprise sales operations with faster, clearer quote and cart workflows. Manage pricing and cart actions from one place and handle warnings and errors with confidence. Automate cloning, multi-site completion logic, and order-conversion tasks using enhanced ESM capabilities and invocable actions.
Manage Customer Carts in Communications Service Console for Consumer Sales: Manage customer shopping carts by validating configuration and converting them to orders directly from the Communications Service Console in Consumer Sales. Reps can now validate cart configuration, make sure that product compatibility and pricing are correct, and convert carts to draft orders for further editing and checkout completion. This capability bridges digital self-service and representative assisted support, making it easier to handle complex subscription changes.
Navigate High-Volume Enterprise Sales Management Records with Number-Based Pagination: Handle large location and subscriber datasets in the Locations and Summary tabs with number-based pagination designed for enterprise quotes. Users can move through thousands of records while preserving familiar UI behaviors and existing error handling patterns. Custom implementations can keep current pagination UI patterns while still benefiting from core back-end improvements.
Process Large Quotes at Scale with Enhanced Enterprise Sales Management Capabilities: Process large-scale quotes with hundreds of bundles and thousands of line items without hitting resource limits or session timeouts. Background cloning duplicates high-volume item sets without exceeding capacity constraints, and trimmed cart retrieval reduces payload sizes to eliminate resource limit errors and stay within platform limits.
Promotions in Revenue Cloud for Communications: Drive sales with flexible promotions designed for subscription buyers. Launch coupon campaigns with redemption limits, establish term-based discounts with commitment periods, and define promotion capabilities with advanced stackability rules.
Remove Promotions from Large Quotes Without Timing Out: 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.
Revenue Cloud for Communications on Salesforce Platform: Define linear relationship between products and product classifications that persist from quote to asset. Create coupon-based promotions with redemption limits, offer term discounts with commitment periods, and organize promotions into stackability groups to protect profitability. Speed up implementation with automated Salesforce Go, and extend functionality with new Connect REST APIs for managing product relationships and tracking coupon redemptions.
Set Up Revenue Cloud for Communications Features Faster with Salesforce Go: Accelerate your Revenue Cloud for Communications implementation with fully automated setup through Salesforce Go. Product Discovery settings configure automatically, which removes manual steps from your initial setup. Use the Salesforce Go solution to set up the location-based pricing feature for multi-site configurations, manage product catalogs, pricing procedures, and customizable promotions for quotes and orders.
Speed Up Quoting with Product Location and MACD Request PDF Uploads: 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.
Track Revenue Execution Across Your Pipeline with Communications Sales Insights: Gain real-time visibility into your revenue pipeline across opportunities, quotes, and orders with Communications Sales Insights. Track closed-won revenue, identify stalled quotes and high-value deals that need attention, and detect operational risks such as failed orders or activation issues. Align sales leaders, revenue operations teams, and account managers to improve forecast accuracy and reduce revenue leakage.
Provide Clear Feedback on Cart Operations with Transient Messages: Receive immediate, custom feedback when your sales reps update quote line items in the Enterprise Sales Management cart. Clear warning, error, and success messages explain why an operation succeeded or violated a business rule. If cardinality, attribute, validation, or pricing errors occur, reps can view the custom error details and continue updating the cart, but they can't submit the cart until they resolve all errors, keeping workflows clean, focused, and accurate.
Protect Quote and Order Consistency with a UI Loader for Asynchronous Processes: Show a blocking loader on quote and order pages while asynchronous bulk processing is running. Users get immediate visual feedback that quote or order data is being updated, including when processing starts in another browser tab, session, or source, such as an agent or API call. Blocking interactions during processing helps prevent conflicting edits and partial states. The loader activates through a platform event that you configure, requiring no changes to your data model.
Update Your Context Definition to ConsumerSalesContext: Configure Revenue Cloud for Communications with the ConsumerSalesContext context definition extensions. Previously, pricing procedures and rule libraries referenced the extensions of SalesTransactionContext context definition. Update your pricing procedures and rule libraries to use the ConsumerSalesContext context definition extensions.
Communications: Agentforce helps teams automate quote creation, configuration, and updates at enterprise scale, while Communications Sales Insights brings real-time clarity to pipeline and revenue. Enterprise Sales Management simplifies quote and cart execution with centralized pricing, warning handling, cloning, and multi-site or order automation. For revenue operations, Revenue Cloud for Communications introduces stronger product relationships, coupon controls, term discounts, stackability groups, and new REST APIs. Consumer Sales speeds assisted journeys through delta repricing and direct cart-to-order conversion.
Legal Documentation: We made seasonal updates to Salesforce Legal Documents.
Connect REST API: Integrate mobile apps, intranet sites, and third-party web applications with Salesforce using Connect REST API.
Connect Order Fulfillment to Field Service: Start with a sample Dynamic Revenue Orchestrator plan that connects fulfillment to Field Service. The plan creates work orders from fulfillment steps and waits for field work to finish. After you map Field Service status and configure the resume rule, fulfillment resumes when field work is complete.
Consumer Goods: Retail Execution for Consumer Goods runs on the Salesforce Platform for enterprise scale and seamless B2B Commerce integration. Field teams gain unified master data, Enterprise Territory Management (ETM), and customizable mobile experiences. Capture complex Consumer Goods orders accurately with guided workflows, reusable order specifications, and the Penny Perfect Calculator for configurable enterprise pricing. Managed package capabilities now support customization of trade calendar and account plan headers, abort job chains to protect business-critical processing, and enhance field security by using system browser authentication.
Contact Center: See the latest updates for contact center solutions from Salesforce. Choose between Agentforce Contact Center, a fully native, AI-first experience, and Partner Contact Center, a flexible contact center solution that integrates a third-party CCaaS provider with Salesforce. Explore what's new in contact centers and shared capabilities like Messaging.
New Connect REST APIs in Salesforce Contracts: Bring AI-assisted risk review and playbook standards into your contract workflows. Start an asynchronous risk analysis for a contract document version and a poll for its findings. Also, create a playbook version from a content document, and retrieve the playbook content chunks that best match a passage of contract text.
Accelerate High-Volume Cloning Operations with the cloneItems API: Improve scalability for larger data shapes that previously failed or timed out by setting noResponseNeeded to true in the cloneItems API requests. Eliminate resource limit exceptions and maintain high-volume replication operations running smoothly in the background by skipping non essential response formatting.
Apply Mass Discounts to Enterprise-Scale Quotes: Provide an improved user experience to close and win large enterprise deals faster. Sales reps can apply mass discounts to quotes or orders that contain up to 50,000 line items and over 4,000 root items without interruptions. Previously the designated limit caused failures on large quotes. The CPQ_StartMassDiscountExpanded Integration Procedure slices root items into smaller chunks and processes them sequentially in the background across multiple batches using iterative looping counters.
Display Only Relevant Attributes during Group Cart Bulk Change Operations: Provide a consistent and clean configuration user experience by hiding attributes marked as hidden on the Configure page during Group Cart Bulk Change operations. The Group Cart Bulk Change flow matches the enhanced LWC Cart of Industries CPQ, showing only the attributes that your users choose to interact with.
Maintain Data Integrity with MultiEdit API Validation and Pricing Checks: Provide an elevated user experience by halting database updates when validation or pricing errors occur during MultiEdit API execution. The MultiEditStrictValidationMode setting maintains quote accuracy and protects revenue. The API checks when pricing calculations or validation rules fail, and returns a detailed error payload. You can adopt this error-handling behavior at your own pace without breaking existing user integrations. The API posthook implementation supports adding a custom message to the list of messages, if required.
Enforce Template Access Controls and Validate Product and Promotion Eligibility at Save and Apply: Quote and Order Templates include a built-in security model that keeps sensitive pricing and product configurations visible only to specific people. The draft templates stay hidden from sales reps until approval and blocking of direct deletes to ensure controlled cleanups. Admins have complete CRUD access and can invoke all API-level operations. Standard users can read templates and invoke a subset of API-level operations, which are get, search, and apply. Golden users have CRUD access to the shared and owned records, along with access to all API-level operations. When saving or applying a template, Industries CPQ validates all products and promotions are orderable, active, context-qualified, and within their effective date range before committing any configuration. This implementation surfaces the disqualified products with clear, actionable error messages, and only valid pricing goes ahead during both save and apply flows.
Optimize GetCartItems Responses by Filtering Unwanted Attributes: Get faster, lighter GetCartItems API responses by excluding unwanted attributes and attribute categories from your cart data without affecting pricing, validation, or eligibility. For even greater control, use the Skinnify approach to return only the attribute-specific metadata that your application needs with no recompile or data setup required. The GCITrimFieldsToInclude field set on QuoteLineItem and OrderItem controls which product and pricing fields appear at the root of each line item. The pciFields URL parameter controls whether product child item fields are included at root level.
Create Quotes Faster with Opportunity Data: Autofill quote fields from opportunity data when your sales reps start from an opportunity or the quote list view. If the opportunity has a price book, Quote Autofill from Opportunity copies the price book to the quote in the background. Your sales reps spend less time entering deal details.
Criteria-Based Search and Filter: Faster setup tools, prebuilt templates, seamless Screen Flow integration, bulk selection capabilities, and support for Experience Cloud search actions lets you deploy search experiences quickly and give users an easy way to execute large-scale business actions.
Drive Faster Service Decisions on Calls with Real-Time Sentiment Insights: 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.
Track Sentiment in Command Center for Service V2: 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.
Make Smarter Transfer and Conference Decisions with Queue and Agent Details: Make more informed transfer and conference decisions with queue and agent details screens. Before completing a transfer or starting a conference, customer service reps can now review the selected queue's average wait time, current queue position, and number of available reps. They can also check an agent's current workload and presence status.
Control Costs with Updated Metering for Customer Signals Intelligence: Customer Signals Intelligence now offers Experience Signals at no additional cost. Focus on gaining insights without worrying about consumption charges for experience signals. Only Data Cloud credits and Flex Credits for LLM requests and agent actions are consumed, making your CSI investment more cost-effective.
Hydrate Complete Data 360 Hierarchies in Context Service: Context Service resolves parent-child relationships between data model objects (DMOs) in Data 360 and returns complete multilevel data hierarchies in a single hydration call. When you configure a DMO hierarchy, such as member demographics, health plan enrollment, or claims history, Context Service identifies the join fields from Data 360's relationship metadata. Previously, AI agents, recommendation engines, and automations that relied on context definitions received incomplete profiles because child DMO data was unavailable.
Context Service: Track changes to your context definitions with Setup Audit Trail for create, update, and delete actions across context definitions, nodes, attributes, mappings, and filters. Context Service resolves parent-child relationships between data model objects (DMOs) in Data 360 and returns complete multilevel data hierarchies in a single hydration call. This includes zero-copy DMOs backed by external warehouses.
Track Changes to Context Definitions with Setup Audit Trail: Gain visibility into how your context definitions are modified over time. Setup Audit Trail now captures create, update, and delete actions across context definitions and their related configurations, including context nodes, attributes, tags, mappings, and filters. Setup Audit Trail also captures create and delete actions of transforms in Context Service. Review audit logs to troubleshoot configuration issues and meet governance requirements with documented change history retained for 180 days.
Customer 360: Get clear visibility across billing, collections, and invoicing operations. A new timeline view tracks billing schedule lifecycles and milestones, while account-level invoice aging summaries display consolidated balance metrics. Additionally, the new Split Invoices tab provides cross-account visibility and automatically synchronizes posting, voiding, or deleting actions across all linked records.
Customization: Customization release notes now appear in a dedicated Platform section, making it easier to find infrastructure, API, and foundational updates.
General Setup: Give record submitters a choice of up to 10 flow approval processes with the Request Approvals component in Lightning App Builder. The Orchestration Work Guide component can now open the next work item from a run automatically when a user finishes the current one. Plus, two new User Interface Settings loosen page layout restrictions on inline editing in list views.
Monitor Org Health and Usage from Setup: 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.
Identify Customer Sentiment in Data 360 Reports (Beta): Use the AI_SENTIMENT function in row-level or summary-level formulas in Data 360 reports to analyze customer feedback and identify sentiment trends without writing code or building data pipelines. By classifying unstructured text from support tickets, reviews, call transcripts, and other sources as Positive, Negative, Neutral, Mixed, or Unknown, you can quickly analyze customer experiences alongside your structured data.
Perform Faster Drill-Downs with Dimensional Hierarchies in Data 360 Reports (Generally Available): Use dimensional hierarchies in Data 360 reports to move between levels of detail without manually adding or removing individual fields. For example, analyze sales by product category, and then drill down into subcategories and individual products to identify what’s driving changes in performance. You can then roll up to higher-level groups to gain a broader view of performance trends and changes. This feature is now generally available.
Compare Data 360 Objects Side by Side with Data 360 Joined Reports: Analyze data from multiple Data Model Objects (DMOs) in one joined report instead of exporting data to a spreadsheet. Build separate blocks from report types based on different DMOs, and group them across blocks using a shared field to compare data side by side. For example, compare the Accounts report type and the Opportunities report type side by side, grouped by Industry, to identify market sectors with active opportunities and highlight potential untapped accounts.
Report on Multiple Currencies in Data 360 Reports: Analyze global revenue more accurately with currency support in Data 360 reports. Users can view original and converted currency values in a selected report currency to compare data across regions and business units. In multi-currency orgs, Data 360 reports use converted values for totals, sorting, filtering, and grouping, helping teams analyze currency data consistently. After multiple currencies are enabled, you can’t turn off the setting.
See Relevant Report Data by Using Organizational Hierarchies in Data 360 Reports (Beta): 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.
Data 360 Engagement Timeline: The Data 360 engagement timeline is a new widget that displays engagement data in chronological order. It’s available on Account, Contact, Lead, and Person Account records. Admins can configure the widget by editing the record page and using the Lightning App Builder. To configure the timeline, you need access to Data 360 and the customize application permission. To see the data once configured, you must have a Data 360 license and access to the configured data space. This configuration doesn't support control-by-parent. Users must have explicit object-level access to the engagement objects to view records.
Segment and Act: Create segments in Data 360 to understand, filter, and then use unified data for marketing and other purposes. Share your data with external data sources, create data actions, creation activation targets and activations, build flows, or enrich your Salesforce org with Data 360 data.
Analyze and Predict: Use your data to generate metrics and reports, ask questions, and build AI and semantic models. Get the most out of your data in Data 360 by creating calculated, streaming, or real-time insights.
Build and Share Functionality: Extend the use of Data 360 by building a sharing functionality using data kits and packages.
Connect and Unify: Bring data into Data 360 by either ingesting data or connecting metadata using data federation. Transform your raw data and harmonize your data by mapping to the Customer 360 Data Model. Then use identity resolution to consolidate data from different sources to create comprehensive views of your customers and accounts in Data 360.
Explore and Optimize: Explore your data with clicks, natural language, or SQL. Optimize your data for fast, efficient lookups by creating a data graph and a secondary index.
Data Mask & Seed: Secure your sandbox data by using Salesforce's Data Mask & Seed. Admins and dev teams can define masking policies and use them to mask sensitive sandbox data, such as proprietary, restricted, government-regulated, and personally identifiable information (PII).
Mask with Locale-Specific Data: Define a locale for each masking policy, and Data Mask & Seed generates masked data in the alphabet, language, and format of that locale.
Detect PII Proactively in Your Masking Policies: When configuring masking policies, Data Mask & Seed evaluates each object field's Sensitivity value—in addition to its Categories value—to proactively detect personally identifiable information (PII). Data Mask & Seed identifies object fields assigned a non-public Sensitivity level, such as Internal, Confidential, or Restricted, and automatically assigns the appropriate masking option for each field. The Sensitivity column in the Data Mask & Seed UI shows each field's assigned sensitivity value when you view or edit a policy object.
View Object Field API Names Directly in Masking Policies: When you view or edit a masking policy, Data Mask & Seed displays each object field's unique API name instead of its label. An associated tooltip shows both the field's API name and label for easy reference.
Process and Enrich: Prepare your data for search and AI with intelligent processing methods. Ground search on unstructured and structured data in Data 360 to use generative AI, improve analytics, and use automation tools.
Data Processing Engine: Control how currency values behave with multiple currencies so your calculations stay consistent and business-aligned. Run definitions faster, track partial failures, and protect active definition runs from interruption. Decide whether parent records count toward rollup totals, and keep layered calculations together in one place.
Get Started with Data 360: Learn about editions, feature availability, guidelines and billing before you get started using Data 360. Also learn about admin features such related to user management and feature enablement.
Defer Sharing Calculations for Bulk Unified Employee License Updates: Before you run a bulk user creation for the Unified Employee License, defer sharing calculations to avoid performance issues or failures. Also defer sharing calculations before you update sharing rules that impact the All Restricted Employee User group. Updates can then be completed before Salesforce recalculates sharing access for every affected record.
DevOps: Salesforce DevOps brings best practices to development teams, empowering developers and builders to collaborate and deliver high-quality applications. By using a repeatable and scalable process aligned with Application Lifecycle Management (ALM) principles, your teams can accelerate innovation.
Deploy Components on Lightning Web Runtime Experience Cloud Sites: Create faster self-service experiences by adding the Unified Catalog component to your LWR site. Requestors can browse catalog categories, search for items, and submit requests on a high-performance portal.
Deploy Messaging Automatically During Agentic Portal Setup: Set up Enhanced Chat (formerly Messaging for In-App and Web) without manually configuring messaging channels or embedded service deployments. During Agentic Portal setup, the system provisions and deploys Enhanced Chat for you, so your Agentforce Customer Service Portal agent or Help agent is accessible on your site as soon as setup finishes.
Deploy Search Experiences Faster with Prebuilt Templates: Start a working search experience in minutes instead of building one from a blank configuration page. Prebuilt templates for search criteria configurations, searchable objects, and search result actions let admins instantly launch optimized search experiences, shortening time-to-value for end users.
Deployment: Deployment release notes now appear in the DevOps section of Platform, making it easier to find infrastructure, API, and foundational updates.
Sandbox and Scratch Orgs: Sandbox and scratch orgs are full-featured Salesforce environments that you use to develop and test new or existing features, configurations, and custom applications.
Developer Console: In Winter '27, The Developer Console option is not visible by default in Setup.
Development: Development release notes now appear in a dedicated Platform section, making it easier to find infrastructure, API, and foundational updates.
New and Changed Items for Developers: Here is where you can find new and changed objects, calls, classes, components, commands, and more that help you customize Salesforce features.
Track Agentforce Vibes Usage in DevOps Center with Agentic Development (Developer Preview): 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.
Discovery Framework: Use Generative AI to validate uploaded documents and prefill linked fields in Discovery Framework assessment forms.
Display Context Attribute Values on Request Records: Give your reps and requestors the necessary context without forcing them to switch between screens. This immediate visibility into the parent and child level attributes helps decision-making. For example, when reviewing a customer case, reps see the case priority and related case comments together.
Control Currency Handling for Data Processing Engine Definitions: Choose how Data Processing Engine (DPE) handles currency fields with multiple currencies for definitions that run on CRM Analytics or Data 360. Convert all currency values to a single currency for consistent calculations or keep each amount in its original currency to apply custom conversion logic. Previously, the two DPE runtimes handled currency differently. The CRM Analytics runtime converted currency fields to the integration user's currency, and the Data 360 runtime kept currency fields in their original currency with no way to select a target currency. This currency setting is available only in orgs with multiple currencies enabled.
Roll Up Only the Lowest-Tier Values in Hierarchy Nodes: Choose whether a parent record's value counts toward its hierarchical rollup total in on-demand definitions. Exclude parent record values so that an aggregate field rolls up only the lowest-tier values from records with no children. Use this option when only the lowest-level records carry the values you want to combine across varying hierarchy depths. Previously, a hierarchical aggregate always included every record's own value.
Simplify Definitions with Multiple Formulas in a Single Node: Sequence formulas within a single formula node to use prior calculation results and keep related logic together. Create definitions easily with complex formulas and layered calculations.
Reliability Changes in Data Processing Engine: Run Data Processing Engine (DPE) definitions faster and with greater data integrity from data sources such as Data 360 objects, Salesforce objects, and CSV files. Track runs that finish with partial failures. In Monitor Workflow Services, a definition run and its tasks show the Completed with Failures status when a run finishes but contains unprocessed or failed records, such as a data sync that completes with record-level failures. Prevent the deactivation of active runs. You can’t deactivate a definition while a run is in progress.
Send Data Transformation Results to Virtual Objects: Save the output of CRM Analytics or Data 360 runtime definitions to Apache HBase-backed virtual objects and view records in your Salesforce org. Previously, you could write back target data only to standard and custom objects.
Orchestrate Backdated and Future-Dated Contract Changes Automatically: Fulfill amendments, renewals, and cancellations with past or future effective dates, and roll back future-dated changes in assets before they take effect. During decomposition, Dynamic Revenue Orchestrator evaluates the future state of each fulfillment asset to make sure that fulfillment actions, quantities, and dates reflect the correct time period, even for complex subscriptions and multiyear deals. Time-aware fulfillment assets capture quantities and attributes for each time period to guarantee correct provisioning based on the effective date rather than the submission date.
Clone and Reuse Fulfillment Workspaces: Maintain consistent logic, rapidly scale operations, and standardize orchestration across your product catalog by cloning a fulfillment workspace in a single step. Duplicating a workspace copies its step definition groups, step definitions, and dependencies into a new workspace record.
Align Fulfillment Dependencies by Using Custom Scopes: Group and sequence fulfillment steps according to your business criteria by using custom scopes for fulfillment step dependencies. A custom scope, such as a group or ramp segment, aligns plan composition with your fulfillment model, making sure that steps are grouped correctly in complex or ramped orders.
Navigate Orders Easily with the Enhanced Decomposition Viewer: See order decomposition details clearly on the Decomposition Viewer. Line items list their subactions, and decomposition details show attribute names instead of code. When you turn on time-awareness, the time segments for each product are in chronological order while preserving bundle hierarchies, so multiyear orders are easier to validate.
Streamline Fulfillment of Ramped Asset Amendments: When you add ramp segments or cancel future ones, Dynamic Revenue Orchestrator (DRO) updates the fulfillment order line items and related assets, regardless of your organization's time-aware fulfillment settings.
Orchestrate High Tech Order Scenarios by Using a Prebuilt Template: Extend Dynamic Revenue Orchestrator with a preconfigured orchestration plan in Salesforce Go that’s built for common high tech order scenarios. Skip the manual setup work and start from a template designed around industry-specific order orchestration.
Automate Multiyear Ramp Deal Orchestration with Sequenced Steps: Sequence fulfillment steps chronologically across ramped deals. Dynamic Revenue Orchestrator (DRO) generates plans that respect time segments, so year 1 steps execute before year 2 steps. DRO resolves dependencies across time segments, prevents plan stalls, and enables provisioning of multiyear subscriptions. Sequencing applies to both standard and custom scopes, such as ramp or group identifiers. For finer control over execution timing, configure future-dated steps.
Eliminate Fulfillment Delays by Using Staged Assetization for Ramped Products: Assetize ramped products during fulfillment plan execution instead of waiting for the plan to complete. Asset creation stays aligned with how you deliver and recognize revenue on multiyear deals. The Staged Assetize step supports both order line item and fulfillment order line item sources of ramped products. Fulfill ramped products with the same flexibility as standard products.
Dynamic Revenue Orchestrator: Orchestrate ramp deals. Submit amendments, renewals, and cancellations, and roll them back before they take effect. Keep actions, quantities, and dates accurate by using time-aware assets. Fulfill ramped asset amendments, apply staged assetization to ramped segments, sequence multiyear orchestration steps by time period, and align dependencies among fulfillment steps by using custom fulfillment scopes. Speed up design by cloning fulfillment workspaces, and gain visibility into multiyear orders with the enhanced Decomposition Viewer.
Give Customers a Smoother Conversation Experience in Enhanced Chat v2: 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.
Education: Learn about the latest features from Agentforce Education (formerly Education Cloud) that boost productivity throughout your organization. Support recruitment, admissions, academic operations, student success, advancement, and alumni engagement with the latest CRM and student information system (SIS) capabilities.
Accelerate Proxy Experiences with a Portal Template: Provide proxies, such as parents and guardians, with a unified access point to stay involved and complete tasks directly. Configure and extend the portal template to support proxy scenarios across all educational levels. In K-12, parents can manage households, applications, and student information, while in higher education, designated proxies can securely access records and perform tasks that students delegate.
Agentforce for Education: Use agents in Education to provide more personalized communication with prospective, current, and former students. Streamline education processes and help your team work more efficiently.
Automate Faculty Access to Course Data with a Standardized and Secure Model: Grant and revoke faculty access to course and student data based on teaching assignments. Faculty members see only the courses that they're currently teaching, with access that automatically expires when the term ends. Configure academic role permissions one time, and automated workflows manage records as course assignments change. Administrative staff see who can access what with an immutable audit trail. This access management builds on Agentforce Education's standardized data model without custom sharing rules.
Automate Higher Education Statistics Agency (HESA) Regulatory Calculations: Create HESA regulatory values derived from your Agentforce Education data in Data Cloud by using Calculated Insights for United Kingdom reporting and intelligence. Separate operational data capture from regulatory logic so that calculations evolve without schema changes. Populate each learner's HESA Student Identifier automatically when they enroll in a program. Stay ready for HESA Data Futures submissions without manual mappings, and prepare the platform for analytics and AI-driven use cases.
Automate Refund Processing for Student Overpayments: Automate the end-to-end refund process for student financial accounts. When your students drop courses or reduce orders, Student Financials identifies original invoices, settles credit memos against outstanding balances, and initiates payment refunds. Your students receive timely, accurate disbursements, and you maintain a complete audit trail for compliance.
Build Your Course Catalog with AI Tools: 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.
Build a Multi-Campus Institutional Hierarchy with AI Tools: 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.
Configure Your Agentforce Education Org with AI Tools: 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.
Create a Student Recruitment Agent with AI Tools: 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.
Keep Student Records Accurate as Curricula Evolve with Course Versioning: 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.
Configure and Localize the Dynamic Application Experience: Configure the application experience that applicants see, and offer it in their preferred language. Show or hide fields such as Campus or Academic Term on the Application List and Application Details pages, set their labels, and give applicants a direct link to their application decision. Enable translated values for application data such as academic terms and learning programs to serve diverse student populations without maintaining separate applications for each language.
Manage Emergency Contacts and Authorized Pickups for Students: Higher education students can maintain their emergency contacts, while parents and guardians of K-12 students can manage contacts and authorized pickups for their children. Prioritize emergency contact order and authorized pickup relationships, and maintain a complete audit trail of all changes.
Manage Proxy Access to Student Records Through Delegated Access Management: Turn on delegated access so that your students can designate proxies, such as parents, guardians, and other trusted individuals, and delegate access to their records. Your students can grant, modify, and revoke access to academic, financial, and personal information, while you configure the permissions available for delegation. Maintain support for institutional governance and federal compliance with comprehensive audit trails.
Plan Your Academic Calendar with AI Tools: 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.
Post Transfer Credits and Preview Degree Impact: Evaluate and assign approved transfer credits directly to your students' program plans with full visibility into how they affect degree requirements. Edit grades, select posting reasons, and perform bulk actions. A visualization panel shows how transfer credits alter remaining degree requirements before you commit changes to the academic record. When you preview degree impact before you post, you can prioritize credits that fulfill required courses over general electives, validate applications to prevent duplicates, and understand credit rates before you update student records.
Extend Institutional Data for MortarCAPS Reporting and Intelligence: Deploy a standardized data structure that supports regulatory compliance in Australia, Canada, and other regions. Turn on MortarCAPS Compliance and Configuration to add compliant fields and metadata to your existing Agentforce Education objects that align with the MortarCAPS Higher Learning Data Standards. Validate submissions and run analytics without manual data mappings or external data warehouses.
Accept Transfer Credit Requests from Current Students on an Experience Cloud Site: Current students can request official transfer credit for prior learning directly from your Experience Cloud site. Students open the transfer credit application from a Unified Catalog service, add their prior learning, and submit a request, so they can pursue credit for prior learning throughout their time at your institution.
Resolve Student Absences with the Attendance Management Agent: Keep student attendance records accurate and campus teams aligned with automated absence tracking. Use a Marketing Cloud Next event-triggered flow to send families text messages (SMS). Build an inbound Omni-Channel flow that directs them to explain unexpected absences in a natural conversation with a voice agent. The Attendance Management Agent captures the parent's explanation and updates the student's official attendance record. It then notifies the responsible instructor in Slack right away. Both families and instructors get the same picture of where students are and why.
Discover and Set Up More Education Features in Salesforce Go: Discover, turn on, and configure more features for Alumni and Advancement, Recruitment and Admissions, Student Financials, Delegated Access Management, Transfer Credit, and Petitions and Waivers, all from a single location in Salesforce Go. Preview the configuration steps for features, track your progress as you complete each step, and open help articles for extra guidance.
Share Billing Details with Your Students: Provide direct access to billing features so that your students can view detailed invoices, payment schedules, and installment plans. Consolidate account balance inquiries when you combine multiple actions into a unified flow that displays refund, payment, and credit memo balances. Use enhanced academic term enrollment logic to improve fee breakdown accuracy for students who review term-specific charges.
Spread Tuition Payments with Flexible Payment Plans: Offer your students flexible payment options by spreading tuition across multiple installments. Configure monthly, quarterly, or custom schedules that match your billing cycles. Automate payment collection through integrated gateways while your students track their plan status and upcoming auto-debits in real time from the learner portal.
Student Appointment Scheduling Other Changes: 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.
Track the Complete Student Journey with the Recruitment and Admissions Funnel: Monitor prospective and admitted students from first inquiry through enrollment with visibility across the recruitment funnel. The Tableau Next Recruitment and Admissions Performance Center dashboard tracks volume, conversion rates, and stage velocity across Suspect, Prospect, Applicant, Admitted, Enrolled, and Registered stages. Enrollment teams identify bottlenecks, measure progress against goals, and take action where it matters most. Know at a glance which stages are on track and where to focus outreach to meet enrollment targets.
Unify Attendance Signals into One Trusted Record: Transform attendance from an isolated administrative task into a reliable early indicator of student engagement. The attendance data model captures signals from instructors, parents, devices, and systems and resolves them into one trusted outcome for each student. Staff and advisors act on accurate attendance data through analytics and agent experiences to support at-risk students proactively.
Agentforce and Generative AI: Supercharge your workforce productivity and efficiency with Agentforce and generative AI.
Let Agentforce Agents Remember What Matters to Your Users (Generally Available): 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.
Control Conversational Memory for AI Agents Across Your Org: 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.
Customize Agent Behavior Across Channels with Connection Instructions: 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.
Customize Agent Responses with Dynamic Messaging Components: 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.
Control How Agent Action Outputs Appear on a Connection: 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.
Upgrade Einstein Bots to Agentforce Service Agent (Generally Available): 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.
Claude Haiku 5.5 Is Generally Available: 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.
Claude Opus 5 Is Generally Available: 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.
Claude Opus 5.5 Is Generally Available: 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.
Claude Sonnet 5.5 Is Generally Available: 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.
Gemini 2.5 Pro, Flash, and Flash-Lite Reroute Date Approaching: 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.
Gemini 3.6 Flash Is Generally Available: 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.
Gemini 3.7 Flash Is Generally Available: 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.
Gemini 3.8 Flash Is Generally Available: 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.
GPT-6 Luna, Sol, and Astra Are Generally Available: 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.
GPT-6.1 Sol Is Generally Available: 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.
Format Prompt Instructions with Text Styling in Prompt Builder: 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.
Keep Field Generation Responses Focused on Business Use Cases: 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.
Field Generation Refinements Now Respect Your Selected Model: 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.
Einstein Work Summaries: Automatically generate and save work summaries for Voice calls and Enhanced Messaging sessions. Work Summaries now support five additional languages, so more of your global service reps receive summaries in their preferred language. Work Summaries for Case (beta) is scheduled for retirement on September 30, 2026.
Email: Manage customer email conversations directly in the Service Console, and turn incoming email into cases with Email-to-Case.
Sales Programs and Partner Tracks with Enablement: Guidance Center icon appears only when Sales Programs (including Partner Tracks and Enablement Lite), Guidance Sets, or Learning Paths are in use, and that nothing is removed or turned off.
Accelerate Agentforce Energy & Utilities Setup with Solution Bundles: 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.
Access Energy & Utilities Objects with the Integration User: Save setup time when integrating your energy and utilities data. The Integration User has access to all Agentforce Energy & Utilities platform objects, so your Salesforce apps can securely access energy data across properties.
Access Energy Service Agreements from the Contract Object Page Layout: View all the energy service agreements linked to a contract in one place. The Contract object related list shows Energy Service Agreement and its fields, giving you a complete view of the agreements tied to each contract.
Automate Cart Operations with Flows and Invocable Actions: Simplify quoting and ordering process by integrating CPQ Cart APIs with Agentforce in the Energy & Utilities managed package. Enhance customer experience by enabling your sales reps to efficiently manage quotes and orders directly with Agentforce, eliminating the need for custom Apex. Use the preconfigured flows and prebuilt invocable actions to create your own agent actions and invoke them with specific instructions.
Compare Tariffs and Enroll Customers with Agentforce: Give your sales and service reps the power of Agentforce to quickly and efficiently compare energy product offerings and service rates. Reps can suggest fully priced, eligible product offers, recommend better value plans based on a customer's usage and location, answer product questions, and complete enrollment in new products and services.
Agentforce for Energy & Utilities: Boost the efficiency of your sales reps by integrating the Agentforce capabilities into your business in Energy & Utilities. Your sales reps use predefined agent actions to create and manage groups for quote recipients in multisite quoting. Sales and service reps can compare energy product offerings, tariff rates, and enroll customers in new products and services. Also, use prebuilt Industries CPQ Apex invocable actions and flows in Agentforce to perform cart operations in managed package.
Manage Quote Recipient Groups with Agentforce: Automate the creation of quote recipient groups by using Agentforce. Sales reps use the prebuilt agent actions to create and manage recipient groups for a quote. With quote recipient groups, sales reps can configure and apply an offer to a group of recipients without cloning the offer for each recipient individually. Improve the scalability, usability, and performance of quote line items by managing the offer in a single representation of the quote line items associated with multiple recipients.
AI Force for Energy & Utilities: 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.
Energy and Utilities: Explore the latest Agentforce Energy & Utilities features that help your teams sell, service, and operate more efficiently. Set up Agentforce Energy & Utilities Sales faster with Salesforce Go. Use Agentforce to create quote recipient groups in multisite, compare tariffs and enroll customers. Get Slack notifications when site data is bulk uploaded to a multisite quote, and use the ConsumerSalesContext context definition for new pricing capabilities in Tariff Comparison. Apply promotions directly to a quote or order in multisite, or to a cart in consumer sales. Manage the full lifecycle of new utility connection applications with New Connections and Program Management, dispatch restoration teams during emergencies with a configurable callout process that meets union contract requirements, and improve timesheet accuracy with flexible timesheet entry.
Configure Clean Energy Program Management Console with AI Assistance: 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.
Configure Tariff Comparison with a Coding Agent: 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.
Improve Consumer Sales Efficiency with Built-In APIs: Accelerate your sales and meet the demand for modern cart-to-asset subscription models by deploying a robust, API-first Cart-to-Asset experience. Connect REST APIs give your developers a streamlined, industry-specific interface for every step of the sales journey. The API-first Cart-to-Asset experience provides a digital experience where anonymous shoppers with an integration user profile can easily find, configure, and purchase products in a consumer-friendly experience. Close deals faster and reach more customers in a high-volume segment.
Direct an Agent to Configure Multisite Quoting: 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.
Track Emergency Callout Compliance with Audit Trails: Maintain a complete audit trail of all callout decisions to demonstrate compliance with labor union contracts and regulatory requirements. Every callout attempt records the service resource seniority rank, notification time, response, and response time. The audit trail helps you avoid union grievances and financial penalties by proving that eligible, higher-priority service resources weren't overlooked during emergency dispatches.
Send Emergency Callout Notifications to Service Resources: Notify field service resources of emergency callouts with push notifications on the Salesforce Field Service mobile app. The notification opens a callout detail screen showing the work order, earliest permitted start time, service address, work type, and asset, along with dispatcher comments. The service resource can accept or decline the callout with a single tap, or open the full work order for more context. Responses are reflected on the dispatcher's callout roster. Notifications expire automatically if a service resource doesn't respond within the configured time frame.
Manage Incidents, Service Outages, and Callouts in Salesforce: Manage incidents, service outages, and emergency callouts in Salesforce with the Emergency Management. Run the callout process during emergencies to dispatch restoration teams using a configurable process that adapts to a variety of union agreements and local labor laws. Dispatchers initiate callouts in minutes, generate a roster of eligible and available service resources grouped by wage classification, seniority, and territory, and track responses in real time. Use template screen flows to check workforce availability and generate callout rosters.
Emergency Management: Dispatch restoration teams during emergencies with a configurable callout process that complies with targeted union contracts. Check workforce availability by wage classification, generate prioritized rosters, send push notifications to service resources, and maintain auditable records of all callout decisions. Dispatchers mobilize crews in minutes instead of hours to shorten outages and improve customer satisfaction and regulatory reporting.
Assign Connection Milestones Based on Application Programs: Keep new service connection applications on track without manual setup. When you create an individual application record, Salesforce automatically generates and assigns milestones based on the associated program. Applications across different service types, geographies, or regulatory classes automatically receive the correct milestone set. You can create SLA policy, milestones, and actions and assign the created SLA policy to a new utility connection.
Assign Milestone Owners for New Connections: Distribute the workload across your team by assigning and reassigning milestone owners directly from the Milestone Tracker component. Quickly change task ownership with a single action, and automatically notify the new owner by email. Use entitlement processes to automatically assign milestones to the appropriate teams when connection applications are created.
Monitor SLA Compliance for Connection Milestones: Reduce regulatory risk by tracking SLA compliance for each milestone in your connection processes. The Milestone Tracker component shows elapsed time against the target SLA for each milestone and task, with status indicators that flag at-risk and violated milestones. Pause and resume milestone timers when work is blocked to maintain accurate compliance tracking.
New Connections and Program Management: Manage the end-to-end lifecycle of applications such as a new utility connection application with milestone tracking and SLA compliance management. Configure milestone templates that define the required steps, owners, and SLAs for each connection type. Use the Milestone Tracker data table to monitor progress in real time, receive alerts when milestones are at risk, and reassign ownership directly from the record, eliminating spreadsheet-based tracking. Use the interactive milestone tracker to easily assign task owners, monitor SLA compliance with color-coded risk indicators, and track overall progress.
Track Milestones for New Utility Connections: Monitor the progress of new connection applications with an interactive Milestone Tracker component on the Individual Application record page. The component displays milestones and their associated tasks in a configurable table, showing start dates, target end dates, actual completion dates, and current status.
Boost Sales by Applying Promotions to a Quote and an Order: Enhance your sales strategy with configurable promotions. Configure promotion details, including type, duration, and eligibility, and add coupons for manual promotions. View and apply tailored promotions to a quote and an order directly from the configurator or the Sales Transaction Line Editor to acquire new customers or deepen relationships with existing ones. Your sales team has the flexibility to close every deal with the best offer.
Set Up New Connections by Using Generative AI: 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.
Simulate Tariff Comparisons Using Dynamic Runtime Usage Weights: Sales reps and customers can model energy usage and calculate real-time cost scenarios by adjusting usage distribution directly in the Tariff Comparison component. Compare customized plan variations side by side with standard product options to view potential savings and support data-driven decisions. Custom runtime scenarios automatically update the recommendation logic to highlight the most cost-effective tariff.
Receive Slack Notifications for Site Bulk Upload in Multisite: Your sales reps get a Slack notification when bulk site data is uploaded to a multisite quote. This Slack integration streamlines the process helping sales reps to receive real-time updates without disrupting their work.
Transform Pricing Capabilities in Tariff Comparison with a New Context Definition: Enhance the pricing capabilities by transitioning users to the ConsumerSalesContext context definition for comparing tariffs. If you've implemented the configuration for the tariff comparison before Winter ‘27, we recommend that you use the new ConsumerSalesContext context definition.
Enhanced Summaries: Enhanced Summaries for Case now support five additional languages, so more of your global service reps receive summaries in their preferred language.
Generate Enhanced Case Summaries in Five More Languages: Enhanced Summaries for Case now support Czech, Greek, Hungarian, Polish, and Romanian, in addition to the previously supported languages, so more of your global service reps receive summaries in their preferred language. Summaries are generated in the rep's language even when the conversation takes place in a different language.
Enterprise Messaging: Changes to Change Data Capture, Event Bus, and Platform Events
Reduce Storage Bloat and Keep Records Clear by Deleting Outdated Case Milestones: Delete case milestones in bulk through Data Loader or programmatically via Apex to reclaim data storage consumed by outdated milestone records. Previously, milestone records accumulated indefinitely on cases, with no supported way to delete them. This resulted in higher storage costs for high-volume organizations. Now, you can delete outdated milestones, such as when a case is reclassified and earlier milestones become irrelevant.
Automate SLA Management Setup and Maintenance: 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.
Entitlements and Milestones: Delete case milestones so records only include milestones relevant to the case. Keep case views accurate and avoid storage bloat from outdated or wrongly associated milestones.
Evaluate AgentExchange Solution Listings Faster with a Redesigned Listing Page: The AgentExchange solution listing detail page has a redesigned layout that makes it easier to evaluate solutions. Specs, security, support, reviews, and pricing are now organized in a cleaner, more scannable layout with clearer navigation that adapts across desktop, tablet, and mobile. The listing content remains unchanged, so you’ll see the same details—now easier to find.
Evaluate Consulting Partners Faster with a Redesigned Listing Page: Consultant listing pages are redesigned to help you evaluate partners faster. View competency levels, eligible project activity, geographic coverage, resources, and reviews — all in a modernized layout.
Event Studio Now Shows More Configuration Details and Recommendations: Event Studio now surfaces more information and recommendations, including an editable Platform Events Subscriber Config (labeled as Apex Trigger Details). Previously, you could only access the Platform Events Subscriber Config through the Metadata or Tooling API.
Expand Field Type Compatibility for Copy Field Enrichments: Copy Field Enrichments now supports mapping between more field types, such as Number to Text or Integer to Percent. Standard Salesforce API casting handles the conversion automatically. Previously, Copy Field Enrichments required an exact match between the source and target field types, often forcing admins to build intermediate formula fields to handle type conversion.
Experience Cloud: Reduce the risk of downtime during Salesforce maintenance for custom domain sites that you serve via a third party. Improve efficiency for Aura and Lightning Web Runtime site visitors who submit records or use the Orchestration Work Guide. Keep sensitive information invisible to guest users and take advantage of new email-related security features for your sites.
Launch a Native Agentforce Panel in Mobile Publisher Apps: In Mobile Publisher apps, the mobile floating action button now opens a native Agentforce panel through the Embedded Messaging component. This behavior replaces the web-based Messaging for Web mobile flow, so your users get a faster, more integrated in-app experience that matches the surrounding native app.
Experience Cloud: Experience Cloud release notes now appear in a dedicated Platform section, making it easier to find infrastructure, API, and foundational updates.
Other Changes: Learn about other features that are available for Experience Cloud sites.
Aura and LWR Sites: Improve efficiency for users who complete multiple work items through the Orchestration Work guide. Open a native Agentforce panel in your Mobile Publisher apps. The Experience Delivery and Experience Cloud Agent beta features are discontinued.
Conceal Personal Information Fields from Guest Users (Release Update): Set field visibility for guest users without affecting your settings for other external users. Turn on Independent Guest Field Masking to hide certain fields specifically from guest users. This update adds a new Guest_PersonalInfo_EPIM field set so that you can secure guest-facing fields without changing what portal users see.
Send Site Emails from a Verified Address with Email Domain Substitution: Specify the From address that each Experience Cloud site uses to send email on behalf of a user with an unverified email domain. If your org has more than one site or brand, you can match each site's outgoing email to its own branding, instead of using a single org-wide address. Substitution is off by default, and you turn it on per site, so you decide where it applies.
Experience Builder Agent (Beta) Is Discontinued: 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.
Experience Delivery (Beta) Is Discontinued: The Experience Delivery infrastructure for LWR sites, previously announced as a beta feature, is discontinued as of Winter ’27. For the best performance, we recommend that you republish your site. When you publish a site that’s still hosted on Experience Delivery, the site is automatically migrated to the standard LWR infrastructure. If you have a published site that’s hosted on Experience Delivery and you don’t republish it, the site is still available, but its performance can degrade over time.
Pinpoint Fields with Sensitive Data to Hide from Guest Users: A new warning icon next to field names in the Guest User Sharing Rule Access Report identifies fields that potentially expose personal information. For example, on the account object, the icon flags fields with revenue data or address and contact information. You can review these fields case by case to decide whether to change their sharing rules to hide the fields—and their data—from unauthenticated users.
Send Sensitive Emails Securely with a Secondary Sender Email Address: Guard against relay interception by sending sensitive emails from your site directly from Salesforce Mail Transfer Agent (MTA) instead of your corporate email relay. To ensure emails that contain sensitive data, like the Forgot Password email, follow a more secure path, set up a verified secondary sender address. Use secondary sender to meet strict security requirements and align with Domain-based Message Authentication, Reporting, and Conformance (DMARC) standards without modifying your primary domain’s DomainKeys Identified Mail (DKIM) settings. Secondary sender was first released in late Summer ’26.
Security and Sharing: Specify the From address that each Experience Cloud site uses to send email on behalf of a user with an unverified email domain. Designate a secondary sender email address to send more securely emails that contain sensitive data. Identify and hide fields that contain sensitive information from guest users while keeping these fields visible to portal users.
Simplify Custom Domain Management with a Stable Target Host Name: If a third party serves your custom domain and your org uses Salesforce Edge Network, reduce your effort and the risk of downtime during Salesforce maintenance. Work with your third-party provider to update the domain’s target host name to your org’s My Domain login URL, which continues to work when your Salesforce instance changes. The current target host name works until your instance name or Hyperforce cell changes. We recommend that you update the target host name before your next org migration.
Streamline Flow Integrations with External Services Support for Any Type: You can now create an external service based on an OpenAPI schema that supports any shape by using schema: {}. When you use the external service action in Flow, you don’t need an Apex class or a Transform element. The data is sent directly to the external endpoint regardless of the objects, fields, and values it contains. If the schema of your data changes, flows continue to work. You save time and effort because Flow integrations are easier to create and maintain.
Extend Criteria-Based Search Actions to Experience Cloud Users: Give partner and guest users the same feature-rich search experience your internal users already have. Configure and expose specific Criteria-Based Search and Filter actions to external audiences, delivering a consistent, feature-rich search experience across all user types.
How and When Do Features Become Available?: Some features affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.
Enable Field History Tracking for Users (Generally Available): Easily manage and audit a user's data by viewing a list of changes to users. Track up to 20 fields on the User object to monitor updates made through the user interface, bulk operations, Apex, or the API. View a detailed log of changes, including the old and new values, a timestamp, and who made the update. You can also run reports to get valuable insights into user activity and improve your record management. This feature is now generally available.
Field Service: See what’s new in Field Service to help your team deliver on performance and customer service.
Create a Customer Outreach Scheduling Agent in the New Agentforce Builder: 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.
Bundle Service Appointments Directly in the Scheduling Console: 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.
Orchestrate Complex Work Chains Seamlessly in the Scheduling Console: 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.
Focus on a Single Crew in the Gantt: 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.
Open a Cleared Form from a Deep Link in the Field Service Mobile App: Add the fsl__restart=true parameter to the deep link that your external app uses to launch the Field Service mobile app and open a form. The app then opens the specified form cleared of previously entered values, so your technicians get a blank form every time. Previously, the app retained values between launches, so a deep link reopened the form with the earlier entries still in place.
Get a Cleaner Look for Data Capture Forms: Data Capture forms look cleaner and more polished with rounded corners on inputs and containers. The refreshed styling appears automatically as the default, with no setup on your part. To go further, override the default styling to apply your organization's brand colors on top of the updated look.
Fill Shifts Faster and Stay Compliant with Frontline Workforce Management: Cut labor overhead and keep service running across all your sites with Frontline Workforce Management. From one console, your supervisors create shifts automatically to match staffing to demand, find coverage for open shifts right away, and track workforce status in real time. Continuous labor compliance checks keep schedules within your labor rules without manual review.
Find Resources Faster with Flexible Gantt Filters: 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.
Spot Holidays Across Territories and Resources with Gantt Visibility: 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.
Navigate Long-Term Schedules Effortlessly in the Scheduling Console: 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.
Alert Technicians to Emergency Dispatches with a Distinct Notification: Make emergency dispatches impossible to miss. When you dispatch an emergency appointment, technicians hear a unique sound and feel a strong vibration that sets the alert apart from routine notifications. Previously, every Field Service mobile app notification sounded the same, making critical dispatches easy to miss.
Show Only Applicable Work Step Actions: Turn off the Not Applicable action so your technicians see only the Work Step actions their process uses. When your business process recognizes only completed and not-started work, the Not Applicable action is clutter that technicians can select by mistake—sometimes breaking downstream automation. Now you can hide the action from the Work Step action menu in the Field Service mobile app with a single setting.
Boost Field Productivity with Native Salesforce Mobile Flows: 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.
Filter Out-of-Stock Products on the Products Consumed Tab: 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.
Send Field Service Technicians to a Custom LWC from a Push Notification: Custom notifications in the Field Service mobile app now support Target Page Reference, in addition to Target ID. Route your technicians to a specific destination—such as a custom Lightning web component tab—when they tap a notification. Previously, tapping a custom notification could only open a record page, so technicians had to hunt for the relevant tab or field.
Update the Field Service Mobile App to Protect Against Stolen Tokens: 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.
Improve Productivity and Efficiency by Optimizing Multiday Service Appointments: Reduce visits per asset, increase resource utilization, lower travel costs, and build reliable schedules without manual cleanup. The optimization engine can now shift and drop multiday appointments to align schedules with your business priorities. By dynamically adjusting multiday work alongside shorter appointments, the engine closes schedule gaps and reduces disruptions. Previously, the engine scheduled each appointment independently and locked multiday assignments after initial placement, limiting overall schedule quality.
Seamlessly Book and Schedule Multiday Service Appointments: Increase productivity by booking and scheduling appointments that span multiple days. Enhanced Scheduling and Optimization services, including the Schedule, Get Candidates, Optimize, and Book Appointment actions, now fully support multiday appointments with arrival window commitments. For example, you can now book appointments for long installation jobs without needing workarounds. A maximum search horizon of 30 days is supported, and appointments must fit completely within that window to appear as available slots. For example, if you search a 30-day horizon for a 7-day appointment, slots in the last 6 days of the horizon don't appear.
Visualize Multi-Day Service Appointments with Accurate Work Segments and Utilization: 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.
Keep GIS Data On-Premises with ArcGIS Enterprise Support for Native GIS: 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.
Expand Coverage to Include Complex Work in Rule Violation Analytics (Beta): To better track inefficiencies across your field service operations, Rule Violation Analytics now also shows violations for complex work. For example, if an installation appointment is scheduled before its required site prep appointment finishes, Rule Violation Analytics flags the sequence violation.
Focus Dispatchers on What Matters Most with Color-Coded Appointment Indicators: 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.
Start New Customers on the Scheduling Console: 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.
Reschedule Appointments Faster by Dragging Them Onto the Gantt: 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.
Access Actions Easily from the Right-Click Menu: Get to the actions directly from the right-click menu. Previously, actions were only accessed from the Gantt and list view headers and popovers.
Stay Oriented with Smart Scheduling Console Defaults: 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.
Complete Dynamic Data Capture Forms in One Voice-to-Form Session: Mobile workers speak their inputs once, and Voice to Form reveals hidden fields and maps values in the right order. Previously, spoken values for fields that weren't yet visible went unmapped, and mobile workers ran Voice to Form several times to finish a branching form.
Record Audio-Only Visual Remote Assistant (VRA) Sessions for Privacy and Compliance: Capture VRA sessions with audio only to meet regulatory requirements, reduce visual privacy risk, and lower cloud storage costs. Agents keep full live video during the call, but only the voice stream is saved to the session archive. The result is a verifiable voice audit trail that keeps personally identifiable information (PII) out of your stored recordings.
Protect Sensitive Data by Recording Only Key Visual Remote Assistant (VRA) Moments: Now your call center reps decide exactly when to capture video during a live VRA interaction. With On-Demand Session Recording, call center reps can manually start and stop recording multiple times in a single session. They can selectively record specific portions, like confirming proof of installation, verifying a serial number or demonstrating a fix, so sensitive data outside key moments is never captured. Previously, VRA recorded the entire session.
Maintain Voice Communication When Switching to Visual Remote Assistant (VRA) Photo Capture Mode: Call center reps stay connected by voice when a VRA session moves from live video to photo capture mode. They can guide customers as they capture high-resolution photos without interrupting the session. Previously, switching modes ended the voice connection, so call center reps had to reconnect or use an external phone call.
Track Real-Time Customer Onboarding and Session Activity in Visual Remote Assistant (VRA): Give your call center reps real-time visibility into the customer's onboarding journey and session milestones with the Session Activity panel. Call center reps can track customer progress like link delivery, Terms and Conditions acceptance, and device permission grants for camera, microphone, and location. Previously, these details were hidden behind secondary tabs or brief pop-up notifications, leaving call center reps unsure whether a customer was stuck or had declined access.
Agentforce for Field Service: Discover innovative Agentforce features to help your teams deliver exceptional field service.
Scheduling Console: Keep your dispatching experience seamless, accessible, and high-performing with the Scheduling Console.
Control Which Objects Guest and Community Users Can Query in Omnistudio: 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.
Financial Services: Discover the power of Agentforce Financial Services, which uses AI to unify customer data from banking, wealth, and insurance platforms. Agentforce Financial Services enables personalized engagement, faster onboarding, and improved customer loyalty with industry-specific automation and AI-powered services. With trusted AI, the platform delivers intelligent insights for financial planning, helping customers achieve financial success.
Agentforce for Financial Services: Scale your team by using agents for Financial Services to deliver outstanding client experiences.
Create Agents for Financial Services in the New Agentforce Builder: 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.
Set Up Agentforce Financial Services from One Place: Turn on the essential capabilities for Agentforce Financial Services from a single page with Financial Services Initial Setup. Follow a single checklist for required configuration steps so you don't spend time finding where to configure each step. Review adoption paths to identify features that match your business goals. Track setup progress and permission set license usage from one location, so you can plan ahead for license assignments.
Banking Service Assistance: Provide banking assistance to help both customers and service reps process routine and complex banking requests across voice and Slack channels.
Extend Banking Service Customer Assistance to the Voice Channel: Use Agentforce Voice to provide 24/7 phone support for banking customers. The voice-enabled agent understands requests in natural language, completes supported banking service tasks, verifies callers with one-time passcodes, and transfers the call to service representative when the caller needs human assistance.
Measure Deal Performance in Business Relationship Plans: Two calculation definitions for financial deal records are now available out of the box, so financial advisors and relationship managers can track revenue and fee goals without creating them manually.
Business Relationship Plans: Create calculation definitions, or use the ones provided out of the box, to automatically track progress toward account plan objectives using Financial Deal records in Business Relationship Plans.
Configure Home Loan Origination with an AI Coding Assistant: 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.
Digital Origination: Configure home loan origination faster with an AI coding assistant that coordinates setup across product, pricing, application, disclosures, document requirements, stage management, participant access, and underwriting. Use Origination Worksheet to perform pricing and affordability calculations across front, middle, and back-office processes.
Set Up Flexible Hierarchies with a Coding Agent: 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.
Flexible Hierarchies: Create consistent flexible hierarchies by defining rules that automatically select and organize matching records, or describe the hierarchy nodes you need in a supported AI coding environment. A headless workflow generates the hierarchy type configuration, including node definitions and relationships.
Create Flexible Hierarchies with Rules: Reduce manual setup and create consistent flexible hierarchies by defining rules that automatically select and organize matching records. Configure node relationships, filters, and filter logic once, and use the configuration to create hierarchies for multiple eligible root records. Review the generated records in graph or grid view to understand complex business relationships and make informed decisions.
Keep Flexible Hierarchies in Sync Automatically: 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.
Households for Agentic Advisor: Guide users through adding, editing, and deleting household relationships by using prebuilt, flow-driven Actionable Relationship Center (ARC) graphs.
Manage Household Relationships with Prebuilt Flows: Add, edit, and delete household relationships from Actionable Relationship Center (ARC) graphs using prebuilt flows. The prebuilt flows with built-in validation rules replace standard record pages with customized pages with relevant fields, preventing incomplete or mismatched data from entering your org. You can use these flows as-is or clone and customize them in Flow Builder to align with your business rules.
Set Up Meeting Concierge with an AI Assistant: 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.
Meeting Concierge: Help your advisors prepare for, manage, and follow up on client meetings more efficiently with the latest Meeting Concierge enhancements.
Review and Select AI-Suggested Records with Clearer Labels: Labels on the Create or Update Records component are clearer and more informative so that your advisors can review and select records more efficiently. Table headers guide advisors through reviewing and selecting AI-suggested records, and button text and status labels are more descriptive throughout the component.
Edit Document Settings Directly from the Pre-Meeting Tab: Your advisors can now update document settings from the Pre-Meeting tab without removing and re-uploading a document. Change Document Type, Summarize, Include in Meeting Preparation, and Client-Facing Document settings. The action menu also uses clearer labels, including View Document for file preview and Edit Document Summary for summarization edits.
Save Time Sending Follow-Up Emails in Meeting Concierge: The Generate Follow-up Email action now automatically populates recipient emails from the Meeting Playbook's related records and meeting attendees. Your advisors review the recipients and email content, and then send follow-up emails to clients without leaving the app. Previously, advisors copied and pasted recipient information manually before sending.
Create Calculation and Analysis Worksheets for Origination Processes: 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.
Intelligent Referral Management: 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.
Route Referrals to Specialists with Referral Assignment Engines: Increase conversion rates and reduce client handoff friction by creating referral assignment rules tailored to your organization’s operational needs. Use Key‐Value‐Based Assignment for direct field‐level matching, or choose Expression Set‐Based Assignment to evaluate multiple conditions. Switch engines as your business scales without losing existing rules.
Customize Success Screens for Referral Submissions: Configure dynamic rules to show tailored referral confirmation messages based on conditions you define, communicating clearly with users, improving engagement, and building trust. If no matching rules apply, a successful referral submission displays the default confirmation message.
Speed Up Referral Submissions with Auto-Filled Referrer Fields: Reduce intake errors by automatically populating referrer details on intake forms. When you turn on Auto-Populate Referrer Details, intake forms automatically populate the referrer’s name, email address, and phone number from the submitter’s user record. By default, Auto-Populate Referrer Details is turned off, so referrer fields remain blank until users enter the details manually.
Salesforce Functions: Salesforce Functions is no longer available for purchase or renewal. Learn about the retirement plan for Salesforce Functions.
Salesforce Functions Is Being Retired: Salesforce Functions is no longer available for purchase or renewal. You can continue using your subscription through your existing order term. To preserve the capabilities that Salesforce Functions provided to your org, deploy an alternative solution before your existing order term ends.
Fundraising: Eliminate manual household name maintenance with formula-based naming that recalculates automatically as household composition changes.
Turn On and Configure Fundraising with Agents: 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.
Automatically Generate and Maintain Household Names: 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.
Create Households for Person Accounts During Gift Entry: 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.
Salesforce Overall: Learn about new features and enhancements that affect your Salesforce experience overall.
Enable Accessibility Enhancements for Cards, Docked Containers, Menu Lists, and Panels (Release Update): To help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow, enable Lightning Experience to adapt the behavior of cards, docked containers, menu lists, and panels when viewed at high magnification. This release update is dependent on the Enable Accessibility Enhancements for Page Headers and Modal Windows When Zoom Is Greater Than 200% release update. Make sure to enable that update first.
Enable Accessibility Enhancements for Date Pickers, Popovers, Bottom Utility Bars, Record Headers (Release Update): To help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow, enable Lightning Experience to adapt the behavior of date pickers, popovers, bottom utility bars, and record headers when viewed at high magnification. This release update is dependent on the Enable Accessibility Enhancements for Page Headers and Modal Windows When Zoom Is Greater Than 200% release update. Make sure to enable that update first. This update was first available in Winter ’26 and was scheduled to be enforced in Summer ’26, but we postponed the enforcement date to Winter ’27.
Enable Accessibility Enhancements for Page Headers and Modal Windows When Zoom Is Greater Than 200% (Release Update): To help meet Web Content Accessibility Guidelines (WCAG) 2.2 for Resize and Reflow, enable Lightning Experience to adapt the behavior of page headers and modal windows when viewed at high magnification. This is the beginning of our effort to comply with WCAG 2.2 Resize and Reflow guidelines. Expect accessibility enhancements to other UI elements in future release updates. This update was first available in Summer ’25 and was scheduled to be enforced in Summer ’26, but we postponed the enforcement date to Winter ’27.
Create and Update Records with Agentforce Coworker: 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.
Search Google Workspace in Real Time with Agentforce Coworker: 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.
Turn on CDN for All Lightning App Static Resources: Extend the Lightning components framework content delivery network (CDN) to serve all of the static resources for your Lightning apps. Previously, the CDN served only static resources for Lightning pages.
General Enhancements: Winter '27 gives you more reasons to love Lightning Experience.
Simplify the Foundations Setup Experience with Salesforce Go: 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.
Skip the Wait When Sending Emails to Contact and Lead Lists in Foundations: Send promotional, transactional, or relational emails to your Contact and Lead lists right away, without the extra processing step it used to require. The redesigned List Sends experience also brings message configuration and audience selection together on a single page.
Salesforce Foundations: Quickly send emails to your Contact and Lead lists with the redesigned List Sends experience. Simplify Foundations setup with Salesforce Go, with core setup options on a single page.
Get Contextual Help in the Flow of Work: 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.
Manage Org Responsibilities for Your Org (Beta): 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.
Salesforce My Trust Center: The Salesforce My Trust Center is the single place to find crucial updates and communications about the availability of your Salesforce products, services, and tenants.
Globalization: Update label translations for 12 languages to improve accuracy. Adopt ICU locale formats to standardize date, time, and currency formatting.
Enable ICU Locale Formats (Release Update): With this update, the International Components for Unicode (ICU) locale formats replace Oracle’s Java Development Kit (JDK) locale formats in Salesforce. Locales control the format for dates, times, currencies, addresses, names, numeric values, and the start day of the week. ICU sets the international standard for these formats. The ICU locale formats provide a consistent experience across the platform and improve integration with ICU-compliant applications across the globe. This update was first made available in Winter ’20. Orgs that haven’t already switched to ICU locale formats are encouraged to manually update.
Review Updated Label Translations: 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.
Validate Coupon Codes Before Customers Apply Them: Improve the checkout experience for promotions with multiple coupons by supporting manually entered coupon codes. Automatically check whether a customer's inputted code is valid and applicable to their current cart before applying the discount. The new Coupon Validation API quickly evaluates coupon existence, active date ranges, redemption limits, and cart-level eligibility.
Create Industry-Specific Promotions with Decision Tables and Custom Eligibility Rules: Create promotions based on your brand-specific parameters to configure and evaluate rules in bulk. Instead of using predefined retail templates, use decision tables to define custom business logic with multiple input conditions and automatically apply the appropriate rewards.
Apply Rewards to All Eligible Products or Categories in Buy X, Get Y Promotions: Reduce manual configuration on your Buy X, Get Discount on Y + Rewards promotions by selecting All Eligible Products or All Eligible Categories instead of adding each reward individually. Previously available only for Unit Price Discount templates, this option now extends to line-level Buy X, Get Y templates when Promotion Evaluation and Execution is turned off.
Create Promotions That Adapt to Each Customer's Purchase Behavior: Increase your promotional ROI with highly personalized, targeted promotions. Set customer-specific spending thresholds based on purchasing patterns to increase overall, category, or product-specific spending. Offer tailored discounts that appropriately challenge customers without being too difficult to reach.
Control How Promotions Stack by Using Custom Evaluation Groups: Create more flexible discount strategies while controlling how promotions combine on the same cart. Organize promotions into custom subgroups and assign First Promotion, Highest Discount, or Stacked Evaluation to each subgroup, helping prevent unintended discounts while supporting more compelling offers. Previously, promotions in the same category, such as all line-level promotions, had to share one evaluation method. Now, you can create subgroups within that category so some promotions are applied based on the best discount while others stack.
Give External Systems Access to Promotion Details with the Promotion Summary API: Give external systems direct access to clear, readable promotion details without opening the Global Promotions Management console. Retrieve promotion rules, eligibility criteria, and configuration details programmatically to reduce manual lookups and keep connected systems informed.
Grantmaking: Standardize multi-stage grant reviews and restrict reviewers to only the sections relevant to their expertise.
Standardize and Secure Grant Application Evaluation Stages: Bring consistency and control to grant evaluation workflows. Create reusable Action Plan Templates to standardize multi-stage reviews, and enable Compliant Data Sharing to restrict reviewers to only the sections relevant to their expertise. Previously, application evaluations required manual reviews at every grant cycle, creating fragmented review experience that introduced delays and the risk of reviewer bias.
Guidance Center and In-App Guidance: Guidance Center icon appears only when Sales Programs (including Partner Tracks and Enablement Lite), Guidance Sets, or Learning Paths are in use, and that nothing is removed or turned off.
Guide Customers Through Troubleshooting Steps with a Reusable Action: Add guided troubleshooting to proactive service scenarios without building a separate Agentforce topic and action for each one. A general-purpose troubleshooting action grounds responses in your Knowledge articles and summarized case history, then presents customers with relevant, step-by-step resolution steps. Interactive confirmations let customers move through each step at their own pace in the Agentforce Service Agent conversation.
Guide Users Through Screen Flows with Criteria-Based Search and Filter Intake: Give users a search experience inside a Screen Flow instead of sending them somewhere else to look something up. Add the new Criteria-Based Search and Filter Intake component to a screen element to launch Criteria-Based Search and Filter with pre-filled filter criteria, lock specific filter fields as read-only, and enforce a maximum record selection limit.
AIforce: AIforce features and changes are released as often as monthly, so check back again soon for the latest solutions. Find the lastest release notes that support headless functionality including Agentforce Vibes, Salesforce Multi-Framework, and Salesforce MCP Servers.
Build Salesforce Apps Faster with the Claude Code Plugin: Use natural language prompts to develop Salesforce apps with the Salesforce Development plugin for Claude Code. The plugin detects your Salesforce DX project environment and provides Salesforce-specific skills and org context through hosted Model Context Protocol (MCP) servers. You get AI-powered assistance to build, update, and maintain apps efficiently and quickly.
Expand the Salesforce Development Plugin with Specialized Capabilities and Guided Workflows: 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.
Salesforce MCP Servers: Salesforce MCP Servers connect your AI tools and agents to Salesforce data, metadata, and actions through the open Model Context Protocol (MCP). Use these servers to build, automate, and extend Salesforce workflows directly from MCP-compatible clients.
Connect AI Assistants to Salesforce CMS with the Content Read-Only and Content Write MCP Servers (Generally Available): 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.
Discover Org Metadata with the Metadata Grounding MCP Server (Beta): 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.
Salesforce Multi-Framework: Build Salesforce Multi-Framework apps with Angular, now supported in addition to React, and manage them alongside your Lightning apps in App Manager. Package and distribute your apps with second-generation managed packaging (2GP), and access more platform capabilities with the Data SDK. Use Content MCP servers to work with Salesforce CMS content, and apply custom brands to your React apps with the Brand Toolkit. And generate actionable performance insights for your most-used Multi-Framework apps using Multi-Framework Insights (Beta).
Build Multi-Framework Apps with Angular: Angular joins React as a supported frontend framework for Salesforce Multi-Framework. Build web apps with Angular and the standard Angular CLI, and run them directly on the Salesforce Platform with access to Salesforce data, security, and governance. As with React, you can build internal-facing apps for employees and external-facing apps for customers and partners.
Apply Custom Brands to React Apps with the Brand Toolkit (Beta): To apply a brand to your React app, use the new Brand Toolkit in the Live Preview VS Code extension. Get a published, approved Salesforce CMS brand from your org and customize it if you like. Or you can create a new brand based on a public URL or from scratch. Save the brand in your local VS Code project. When you’re satisfied with the brand’s look and feel, apply it to your app with a ready-to-use prompt for Agentforce Vibes.
Access and Add Salesforce CMS Content to Multi-Framework Apps with New Content MCP Servers: When you vibe code Multi-Framework apps, Agentforce Vibes can use the Content Read-Only MCP server, now generally available, and the new Content Write MCP server to access and manage Salesforce CMS resources. With these Salesforce Hosted MCP servers and tools, you can agentically access and customize enhanced CMS content and publish that content to your React app.
Access More Platform Capabilities with the Data SDK: Improve developer efficiency by creating your own reusable code with extensions or use the label extension to retrieve custom labels. Attach per-request headers to your GraphQL calls, localize your app using the i18n module, and manage the host UI from your app.
Analyze Multi-Framework App Performance in Scale Center (Beta): 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.
Manage Your Multi-Framework Apps More Easily: Manage your Multi-Framework apps alongside your other Lightning apps in App Manager in Setup. Create an app using Builder Central or Agentforce Vibes, and view the details of apps you've already deployed.
Embed Your Multi-Framework App as a Microfrontend (Beta): Surface a deployed Multi-Framework app inside Lightning Experience pages or Experience Cloud site pages as a microfrontend. With Salesforce Microfrontend, Salesforce hosts your app in a secure, sandboxed iframe and gives it a channel to communicate with the surrounding page.
Package and Distribute Your Multi-Framework Apps with 2GP: Whether it’s for your own org or you’re a consulting partner or ISV, now you can package, distribute, and install Multi-Framework apps using second-generation packaging (2GP). Choose unlocked packages for apps that you want to keep editable, or use managed packages to distribute locked, namespaced internal apps through AppExchange.
Create a Messaging Channel with a Headless Claude Skill: 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.
Configure SMS Messaging Channels with a Headless Claude Skill: 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.
Health: Drive better health outcomes by measuring the success of care gap campaigns with a prebuilt Health Engagement dashboard. Boost operational efficiency by using Agentforce to answer drug coverage questions, field 24/7 patient calls, summarize patient assessments, and pull provider claim details on demand. Enhance home healthcare delivery with AI-generated visit summaries, dynamic calendar scheduling, and ambient listening for hands-free clinical assessments. Speed up document extraction by processing files directly from Amazon S3. Reduce appointment no-shows through personalized, HIPAA-compliant reminders. Accelerate Medicare enrollments with a seamless, unified flow from disclaimer to signature.
Automate Payer Contact Center Call Deflection, Wrap-Up, and Case Creation: Deflect low-risk payer calls to a voice agent that works around the clock. It verifies callers, resolves common questions about claim status, denials, prior authorization, and eligibility so your reps can focus on more complex issues. Every call ends with a consistent case record, giving you complete, reliable data for reporting and follow-ups.
Agentforce for Health: Resolve provider claim inquiries faster with a subagent that answers natural-language questions. Deflect routine payer calls to a voice agent that verifies callers, handles common questions, and logs cases. Give reps a unified AI-generated summary of member, claim, and clinical details so they engage with context in seconds.
Roll Out Agentforce Health Foundations from a Prompt: 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.
Give Members Self-Service Answers to Drug Coverage Questions: Reduce contact center volume and expand self-service by configuring Agentforce for Formulary Data Queries. Provide members verified answers to common questions regarding drug coverage, cost tiers, authorization requirements, quantity limits, and lower-cost alternatives. Powered by PDex FHIR-aligned, CMS-compliant APIs, the Drug Coverage Inquiry subagent queries plan-scoped formulary data without requiring member authentication or session keys.
Track Appointment API Usage with Digital Wallet: See how autonomous agents consume your Intelligent Appointment Management APIs. When an Agentforce agent books, cancels, updates, or searches for appointments, slots, or resources through Connect REST APIs, Digital Wallet meters the usage as part of the Flex Credits card. Track your agent API consumption in your Digital Wallet dashboards, where the system aggregates usage by type. Metering runs in the background with no impact on API performance or reliability and excludes patient data from usage events. Digital Wallet meters only autonomous agents (Einstein Service Agent users) and excludes standard user calls.
Auto-populate Display Order for Action Plan Template Items: Speed up your configuration process and drive higher data accuracy with the automatic assignment of display orders for new action plan template items. Build flawlessly organized action plan templates without needing to manually track or type sequence numbers for template items.
Speed up Medicare Plan Enrollments with a Guided Flow: 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.
Identify the Correct Template for Document Extraction: 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.
Process Document Extractions Directly from Amazon S3 Folders: Accelerate document processing and expand storage flexibility by adding Amazon S3 as a supported file source in Document AI for Health. When creating a Document Extraction Request, select files directly from an S3 folder in addition to standard content files. Document AI for Health scans the designated folder, retrieves the eligible files, and completes the extraction seamlessly, without requiring manual file transfers to Salesforce.
Integrate Grants Management in Agentforce Health: 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.
Health Engagement: Gauge campaign performance at a glance with a prebuilt dashboard in the Health Engagement Analytics application, tracking closure rates and trends without any extra setup.
Measure Care Gap Campaign Impact with a Prebuilt Dashboard: Measure care gap campaign success with a pre-built dashboard available in the Health Engagement Analytics application. View closure rates, average time to close, manual intervention rates, and touches per closure as soon as campaigns run, without extra analytics setup. Optimize Centers for Medicare & Medicaid Services (CMS) Stars and Healthcare Effectiveness Data and Information Set (HEDIS) reporting windows by evaluating weekly and monthly trends, comparing active campaigns side by side, and filtering metrics by plan type and health condition, and viewing geographic heatmaps to spot regional access gaps.
Ingest External Care Gap Data into Agentforce Health: 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.
Home Health: Give your care teams pre-visit and post-visit notes to speed up their daily routines and promote consistent patient care. Set up flexible calendar layouts with custom status colors so your team can spot availability and adjust appointments on the fly. Enable ambient listening to automatically translate live patient conversations into completed clinical assessments. Slash the hours spent on manual data entry to help your team focus completely on building relationships and improving health outcomes.
Automate Home Healthcare Assessments with Ambient Listening: 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.
Upgrade Home Visit Scheduling with Dynamic Calendar and List Views: 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.
Accelerate Home Health Setup with AI-Guided Configuration: 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.
Transform Home Healthcare with Comprehensive Patient Visit Summaries: 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.
Set Up Appointment Scheduling from Your AI Coding Assistant: 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.
Integrated Care Management: Equip your care managers with an automated assessment summary to quickly analyze health trends, verify source records, and initiate immediate patient interventions. Streamline your care plan workflows by using automatically filtered options to map response recommendations and assign action plan templates. Maintain flawless records and skip tedious manual verifications for perfect setups every time.
Drive Faster Care Interventions with AI-Generated Assessment Summaries: 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.
Optimize Response Recommendation Mapping for Assessment Questions: Map response recommendations faster by viewing only applicable assessment question versions. Avoid configuration errors by excluding external assessment questions that don’t support response recommendations. Maintain data accuracy and reduce administrative effort through strict editing controls in your record and list views.
Set Up Intelligent Care Management with a Conversational Assistant: 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.
Streamline Action Plan Template Assignments in Care Plan Workflows: Simplify care planning with automatic filtering of action plan template versions during template assignments. Guide your team seamlessly through assignments for problem definitions, goal definitions, and care plan templates without any configuration guesswork. Enforce accurate data entry by showing only the template versions that perfectly match the selected associated object, usage type, and target object.
Intelligent Appointment Management: Track how autonomous agents consume your appointment management APIs. Reduce no-shows with HIPAA-compliant, personalized email and text reminders that guide patients through scheduling, waitlists, and completed visits.
Start Every Interaction with an AI-Generated Summary: Help your reps quickly understand who they're speaking with and why they're calling. New AI-generated summaries pull data in parallel from Agentforce Health objects and Data 360 to create a unified view of member plan details, claims, clinical information, and provider data. Every conversation starts with full context, so reps spend their time helping, not hunting through tabs and systems.
Summarize Provider Claims on Demand in Payer Contact Center: Resolve provider claim inquiries faster with the enhanced Claims Service Assistance subagent. Reps can now ask the payer contact center agent about provider claims by using natural language. The subagent retrieves and summarizes claims by the provider's National Provider Identifier (NPI), claim ID, or service date range. Reps can quickly access details such as payment status, amounts, and processing errors via a formatted summary card, helping them focus on callers instead of searching for records.
Build Provider Search with a Conversational Setup Assistant: 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.
Referral Management: Give your teams real-time visibility into the full referral lifecycle so they can spot bottlenecks and reduce patient leakage. Answer patient calls at any hour with a conversational voice agent that verifies identity and books appointments without a live rep. Keep referrals aligned between your electronic health record system and Agentforce Health automatically, giving teams one source of truth for internal and external referrals.
Answer Patient Calls Around the Clock with Agentforce Voice: Give patients a faster path to care, even when call volume spikes. Patients call in and reach a conversational AI voice agent that verifies their identity and understands requests in natural speech. The agent can schedule appointments or add the patient to appointment waitlists without waiting for a live representative. Your contact center handles more demand without adding staff and reserves live representatives for the calls that need a human.
Sync Referrals Automatically Between Your EHR and Agentforce Health: Keep referrals in sync between your electronic health record (EHR) system and Agentforce Health in near real time, with no manual reentry. Agentforce Health now listens to HL7 messages from your EHR to create referral records automatically, updates the record status as appointments are scheduled and completed, and writes referrals back to the EHR. Your teams track internal and external referrals from one source of truth instead of piecing them together across separate systems.
Reduce No-Shows with Automated Patient Journeys: Reach patients at the right moment in their care journey. With Marketing Journeys, you can send HIPAA-compliant, personalized email and text reminders across the full appointment lifecycle, from scheduling and waitlists to completed visits. Personalized, well-timed outreach keeps patients engaged, so you fill more appointments, recover open slots, and protect revenue.
Configure Referral Management Through Conversation: 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.
HR Service: Power HR Service agents with a Cornerstone integration, and expand your prebuilt Agentforce library with agents that let employees query pay and rewards, track shift schedules, and complete onboarding tasks. Deploy HR Service to Microsoft Teams with a single click, and cover more employee scenarios with five templates added to your HR workflow library.
Protect Confidential Cases with Case Visibility Policies: Control who can see confidential cases by defining visibility rules directly on the case object with the Policy Engine. When a policy is deployed, access to a confidential case is limited to the person who logs it, members of any queue the case is assigned to, users added to the case team, and users who have the HR Case Investigator custom permission. Previously, filing a confidential case required the public complaint case junction entity; now you work with the case object alone.
Automate HR Workflows with Prebuilt HR Agents: Expand your prebuilt Agentforce library with agents for payroll, compensation, time and scheduling, and onboarding, plus enhancements to goals management, so you cover more high-frequency employee requests without a custom build. Employees securely view paychecks and total rewards, check schedules and clock history, and complete guided onboarding tasks through conversation. The agent flags roster risks and matches employees for shift swaps. Each agent connects to your existing HR system through a prebuilt Mulesoft for Flow connector, so routine requests resolve without manual work from your HR team.
Deploy HR Workflows Faster with Added Service Templates to Your HR Workflow Library: Cover more employee scenarios out of the box with five templates added to the HR Service workflow library, such as shift swaps, timecard corrections, and direct deposit updates. These templates route requests to the right system and track them through resolution, so your team doesn't need to build the underlying case logic.
Hyperforce: Salesforce plans to make Hyperforce available on Google Cloud and MuleSoft available on Government Cloud Plus and Government Cloud Plus – Defense later this year. Sandbox Quick Create and Quick Clone are available for all Government Cloud versions. Salesforce Edge Network offers self-service routing options.
Access Salesforce in More Regions with Hyperforce: Hyperforce is available in 18 countries, giving you more choice and control over data residency. Salesforce plans to make Hyperforce available on Google Cloud in the North America (NA) region in November 2026.
Manage Salesforce Edge Network Options from Setup: Self-service routing options are now available for Salesforce Edge Network through the My Domain Setup page. Also, Regional Routing is available to all Hyperforce orgs globally.
Hyperforce Is Coming to Google Cloud Platform (GCP): Salesforce is expanding Hyperforce to multiple cloud providers. Hyperforce on GCP gives customers with certain business or contractual requirements an alternative to Amazon Web Services (AWS).
Sandbox Quick Create and Quick Clone Available for Government Cloud: With Quick Create, you can create a full sandbox from a production org hosted on a Hyperforce instance faster than the legacy method. With Quick Clone, you can replicate a Developer, Developer Pro, partial, or full sandbox hosted on a Hyperforce instance faster than the legacy method. While performance varies by org, most customers see processing times two to three times faster with Quick Create and Quick Clone than with the legacy methods.
Identify FDE Partner Network Consultants on AgentExchange: See which consulting partners belong to the Forward Deployed Engineering (FDE) Partner Network right from their AgentExchange listing. The FDE badge identifies partners that Salesforce recognizes for Agentforce implementation skill, so you can choose a partner with more confidence. Find the badge in the listing’s detail header and the provider achievements section.
Identify Partner of the Year Award Winners on AgentExchange: AgentExchange listings display a Partner of the Year badge in the listing header and Achievements section. The badge shows which partners Salesforce formally recognized for outstanding performance, so you can factor that recognition in while you evaluate a listing. Award-based search and filtering aren't available in this release.
Improve Page Load Performance on Custom Pages: 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.
Industries: Learn about new features and enhancements across the Industries clouds.
Industries Common Features: Learn about enhancements to features used across Industries products, Revenue Management, and other apps.
Industries Configure, Price, Quote (CPQ): Improve performance, flexibility, and reliability across Industries CPQ Cart and Pricing APIs. The primary benefits include mass discount support for up to 50,000 line items, faster GetCartItems responses with attribute filtering, strict validation mode for MultiEdit API, enhanced cart template eligibility checks, and a cleaner configuration experience with correctly hidden attributes.
Insurance: Innovate, deploy, and adapt insurance products quickly to capture market opportunities with Digital Insurance. Manage the entire policy and claims lifecycle with ease and efficiency, supported by AI-driven automation with Agentforce. Design seamless experiences for producers and account managers on the flexible Insurance Brokerage platform. Consolidate data across geographies and lines of business for a 360-degree client view, automate routine processes, and create AI-assisted workflows with Agentforce.
New Connect REST APIs in Brokerage: 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.
New Connect in Apex Methods in Brokerage: 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.
New Connect in Apex Methods in Group Benefits: 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.
Configure Agency Billing Faster with an AI Coding Assistant: 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.
Brokerage: Configure agency billing faster by describing your setup goals to an AI coding assistant. Report on granular policy, participant, asset, and coverage attributes with custom report types. Manage high-volume books of business with brokerage policies that support up to 40,000 records across the full policy lifecycle.
New Invocable Actions in Brokerage: Use the new invocable action to preview rolled-up premium amounts for a draft insurance policy hierarchy without creating or updating changes.
Manage Large Brokerage Policies with up to 40,000 Records: Manage high-volume brokerage business with policies that support up to 40,000 records, up from 2,000. Issue, renew, endorse, repurpose, and cancel large, complex policies through the full policy lifecycle in the UI or via Connect REST APIs.
Report on Insurance Attributes with Custom Report Types: To support detailed analysis and regulatory reporting with attribute names and values in the same report as related insurance records, build reports and dashboards on granular policy, participant, asset, and coverage attribute data. Create a custom report type, and add the Insurance Policy Attribute, Insurance Participant Attribute, Insurance Asset Attribute, and Insurance Coverage Attribute objects as related objects.
Link Tiers to Rate Plan Types to Choose the Right Tier Faster: Limit which tiers appear for each rate plan type so your brokers see only the tiers that apply when they create a rate plan. Reduce the chance of selecting a tier that doesn't apply. Existing rate plan types stay linked to all tiers until you change the links, so brokers see the same options as before.
Streamline Claim Payment Approvals with Built-In Financial Authority Controls: Keep your claims team focused on adjudicating claims while high-value payments reach the right manager for approval automatically. Adjusters submit payments with instant visibility into whether each one falls within their authority and managers receive high-value approval requests directly in their queue. Your team no longer needs to track down approvers manually or wait on email chains for a high-value payment to clear. Claims get paid faster, compliance is maintained without extra effort, and every decision is on record.
Claims Management: Speed up claim payment approvals with built-in financial authority controls, protect claim budgets with automated reserve checks, and improve payouts by enforcing the policy terms defined for each insured asset or person.
Changed Connect REST API Response Bodies in Insurance Claims Management: Retrieve the current loss and expense reserve amounts when you get claim details, get warnings when a claim coverage reserve exceeds the claim-level reserve, and retrieve financial authority details, remaining reserve amounts, and warnings after payment or an ex gratia payment.
Changed Connect in Apex Output Classes in Insurance Claims Management: Retrieve the current loss and expense reserve amounts when you get a claim, get warnings when a claim coverage reserve exceeds the claim-level reserve, and retrieve financial authority details, remaining reserve amounts, and warnings after payment or an ex gratia payment.
New and Changed Invocable Actions in Insurance Claims Management: Check whether the user has sufficient financial authority to pay a payment detail record. Set loss and expense reserves when you create or update a claim, retrieve the current reserve amounts when you get a claim, and control pre-payment checks and retrieve remaining reserve amounts when you pay or make an ex gratia payment for a claim coverage payment detail, by using the updated standard invocable actions.
New Connect REST APIs in Insurance Claims Management: Check whether the current user has sufficient financial authority to approve a claim coverage payment detail, and create or update a claim reserve limit. When the user’s limit is exceeded and a manager is available, the payment detail is submitted for approval.
New Connect in Apex Methods in Insurance Claims Management: Check whether the current user has sufficient financial authority to approve a claim coverage payment detail, and create or update a claim reserve limit, by using Connect in Apex methods.
Improve Claim Payouts by Enforcing Policy Terms for an Insured Asset or Person: When your adjusters determine claim payouts, automatically apply the policy terms defined for the insured asset or person involved in the claim incident. For example, if vehicles on a fleet policy each carry a different deductible, the payout for a claim on a vehicle reflects its deductible. If members on a medical policy each carry a different copay, the payout for a member accounts for their copay. Your adjusters can track exactly how each payout affects the limits for each asset or person.
Protect Claim Budgets with Automated Reserve Checks at Payment Time: Set loss and expense reserves directly on each claim to establish a financial plan for the overall claim, alongside the reserves your adjusters already maintain on each claim coverage. At payment time, standard payments stay within the loss and expense limits you set at both the claim and coverage levels, and ex-gratia payments complete with a warning so your adjusters can handle exceptional cases. Supervisors can look up every reserve change with the amount and reason for each adjustment. After each payment, your adjusters see the remaining reserve at both the claim and coverage levels.
Boost Tax and Fee Evaluation with the Constraint Rules Engine: Define business rules for product surcharges with greater flexibility and include more criteria and actions by using the Constraint Modeling Language (CML). With the CML rules for product configuration, underwriting, exclusions and clauses, and product surcharges unified in a single constraint model, simplify maintenance and help new users learn the rules framework quickly. When your reps rate a quote, the Constraint Rules Engine evaluates the product surcharge rules faster and in a single pass to calculate taxes and fees more efficiently.
Set Up Insurance Products Faster with an Agentic Advisor: Use Insurance Design Advisor to check your product configuration against everything a quote or policy flow needs. The advisor validates selling models, pricebook entries, pricing procedures, attributes, user permissions, context definitions, and more, and then returns structured validation results with step-by-step remediation guidance. Ask in natural language through Agentforce or use your desired MCP client. Validations run independently and you see every issue in a single pass, rather than discovering them one at a time.
New Connect REST APIs in Insurance Design Advisor: Validate insurance product configuration at design time. Check product models, attributes, pricing setup, product discovery, CML models, API request bodies, and user permissions, look up error codes, and generate a sample rating input. These APIs validate setup data and don't update product details.
New Connect in Apex Methods in Insurance Design Advisor: Validate insurance product configuration at design time. Check product models, attributes, pricing setup, product discovery, CML models, API request bodies, and user permissions, look up error codes, and generate a sample rating input. These methods validate setup and don't update data.
Adjust Member Policies Mid-Term for Life Events: Manage life events and workforce changes during the policy term without changing contract terms or reprocessing the entire group. Process employee additions, terminations, marriages, births, promotions, and plan or coverage change requests through a consistent member adjustment workflow. Preserve policy history and continuity of coverage by applying the appropriate policy update for each member event.
Automate Member Plan Assignment for Straight-Through Processing: Assign root plans and coverages to members and their dependents based on group class and plan eligibility from the contract. To speed processing and reduce manual effort across enrollment, endorsement, and renewal, create and update member policies from the staging census. For members using automated plan assignment, ensure only one root plan in each product category is eligible. Multiple eligible plans return an error. When provided, overrides to the plan configuration take priority over base eligibility.
Configure Bespoke Member Plans for Flexible Benefits: Customize member-specific benefit configurations without changing the standard group configuration. Apply member-level plan and attribute overrides during quoting or census management before policy operation. Preserve custom member configurations throughout the policy lifecycle including enrollment, mid-term updates, and renewal. Copy overrides from one member to another member within the same root product and group class during quoting for faster bespoke configuration.
Calculate Group Taxes and Fees to Meet Regulatory and Operational Costs: Capture tax and fee surcharges at the coverage, member, or policy line item instead of rolling them into a premium calculation. Define each surcharge as a flat amount, percentage, or expression set, and set the sequence, proration, and refund behavior. Apply up to five taxes and five fees per quote line item. Before a policy operation, view the breakdown in Group Census Member Plan Surcharge. After the operation succeeds, view the breakdown in Insurance Policy Surcharge. Rating excludes class-level surcharges.
New Connect REST APIs in Group Benefits: 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.
Group Benefits: Enhance group insurance capabilities across census, quotes, contracts, and the policy lifecycle. Support enrollments, contract and policy endorsements, and renewals so carriers and employers can manage midterm changes and renewals at scale.
Keep Member Policies Aligned with Contract Endorsements: Apply mid-term group insurance contract changes to eligible member policies during the policy term. When endorsed contract terms change, such as coverage modifications or group class eligibility updates, process affected members and their dependents based on their eligibility and benefit selections. Apply the appropriate member policy updates based on endorsed contract terms. Upload an updated employee roster with plan configurations to process member changes.
Clone Group Census Data to Compare Plan Configurations: Clone a group census and its related members, plans, and plan attributes in one asynchronous operation. Review and compare costs across different plan configurations for the same member or group of members before a policy lifecycle operation. Reuse census data across business operations for the same group without uploading the same data again later in the journey. Optionally use reference mapping from quote to contract or contract to quote.
Price Group Benefits Quotes and Policies with an External Rating Engine: Calculate group benefit premiums with a member-level breakdown during quoting and policy lifecycle management by using an external rating engine. Reuse the existing rating engine or configuration in your external systems without rebuilding that logic in Salesforce. After the external rating engine returns the calculated premium, taxes and fees are calculated based on the product surcharge configuration.
Speed Up Contract Midterm Adjustments and Renewals by Generating a Baseline Census: When your reps and your clients’ HR admins prepare to update contract terms or member details, they can start with a shared census built from an existing group insurance contract. The census includes demographic details for members and dependents, along with employee classes and plan selections drawn from policies active on a selected change date. HR admins check the census and provide roster or member updates, and your reps use the updated census to prepare renewal or endorsement quotes. With this common starting point, both teams can turn sooner to the changes that matter and spend less time reentering and reconciling census data.
Generate Contract Transactions from Policy Transactions On Demand: Capture the financial impact of policy lifecycle operations at the contract level by rolling up eligible policy transactions and policy transaction details into contract transactions and contract transaction details. Process only policy transactions that haven't already been rolled up, so each rollup includes only new enrollments, endorsements, renewals, or cancellations and avoids duplicate accounting. Configure transaction detail granularity for summary reporting or more detailed financial breakdowns throughout the contract lifecycle.
Review Member-Level Premiums for Greater Pricing Transparency: Review individual member and dependent costs during group quoting instead of relying only on aggregated totals at the root product or coverage level. Persist member-level premiums, taxes, and fees after rating to improve pricing visibility. Capture prorated costs based on quote start and end dates for contract terms and endorsements.
Adjust Group Insurance Contracts Midterm as Customer Needs and Regulations Change: When customers request midterm changes, such as adding coverage or extending dependent eligibility, your reps can create an endorsement quote from a group insurance contract. For carrier rate adjustments or regulatory tax changes, they can include the revised terms and the date they take effect in the quote. After repricing the quote, they can finalize it to create the next contract version while preserving the earlier contract terms for compliance and audits.
New Invocable Actions in Group Benefits: 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.
Process Group Enrollments, Endorsements, and Renewals in Parallel at Scale: Your reps can run bulk enrollment, endorsement, and renewal operations across multiple group accounts at the same time, or generate mutually exclusive censuses in bulk for the same account concurrently. Families within a single census also process in parallel, so large-group onboarding and renewal cycles complete in hours instead of days. If a family or group fails to process, the remaining operations complete and reps can review the failure in a detailed error report.
Renew Expiring Group Insurance Contracts for a New Term: Your reps can prepare a renewal quote for an expiring contract, carry forward unchanged contract terms and member benefits, and update terms agreed with the employer for the next benefit year. They can apply negotiated loyalty pricing and renewal-effective taxes and fees. They can also reflect approved benefit-class changes and apply coverage eligibility based on how long the group has been associated with the carrier and regulatory compliance or offerings. After the renewal terms are finalized, automate contract creation for the next period and link it to the prior contract for auditability.
Renew Member Policies for the Next Contract Term: Renew eligible member policies for the next contract term when a renewed contract is available and the renewal enrollment window opens. Update the member roster and benefit plan elections through the renewal census, and then create new policies for eligible members and their dependents in a single bulk operation instead of renewing each policy individually. Each renewed policy links to its predecessor, where applicable, to preserve renewal history and ensure a consistent transition to the renewed contract.
Review Cost Impact and Make Better Policy Lifecycle Decisions: Understand the financial impact of policy lifecycle changes before processing them. Compare previous and updated costs at census summary and individual member levels, including premiums, taxes, and fees. Review attribute-level changes for root products and coverages alongside cost breakdowns across members, dependents, plans, and coverages to understand how proposed changes affect pricing.
Quote Insurance and Non-Insurance Products from One Org: When your reps quote a non-insurance product, the Revenue Management workflow applies—with quantity-based pricing and external tax—and quotes convert into contracts and orders. When they quote an insurance product, the Digital Insurance workflow applies—with risk-based rating, premium proration, and internal tax and fee calculation—and quotes convert into policies. Both workflows exist in the same org and apply based on the quote type.
Rate Complex Quotes Faster by Processing Quote Line Items in Parallel: Determine which products in a bundle can be priced independently by generating a dependency graph. The graph identifies groups of products that have no cross-dependencies. When your users rate a quote that includes the bundle, the rating engine processes each group simultaneously and then rolls up the prices to determine the net unit price. For example, on an auto policy with three vehicles, the rating engine prices each vehicle and its associated coverages as independent groups at once, instead of sequentially.
Set Up Insurance Products with an AI Assistant: 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.
Migrate More Insurance Setup Data Between Orgs: Replicate clauses, underwriting rules, surcharges, group benefits products, and constraint modeling language (CML) rules between orgs with additional built-in dataset definitions for the sf data setup transfer command. Previously, only the insurance product model had a built-in dataset definition, requiring you to author custom definitions for other insurance setup data.
Simplify Claim Filing for Policyholders with an AI Agent: 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.
MuleSoft Integration Intelligence: Maximize uptime and optimize performance with Integration Intelligence. Extend the value of your MuleSoft telemetry with Integration Intelligence to provide long-term analytics. Centralize metrics, logs, and traces in Salesforce Data 360. Gain visibility into historical trends and systemic patterns that go beyond real-time monitoring. Use the Integration Intelligence Lightning app to access pre-made and custom Tableau Next dashboards for unified API and application insights. Use agent-assisted analysis to quickly find the cause of problems. Access these operational insights directly from Anypoint Platform with single sign-on.
Author Policies with AI More Precisely and Transparently: AI policy authoring is now clearer and more transparent with two enhancements. With regulation traceability, you can trace every AI-generated policy clause back to its source regulation clause. And because regulation clauses are now visible before you select them, you can read a clause in full before you choose it. Together, these enhancements make AI policy authoring more precise and trustworthy, with fewer duplicate clauses and clearer choices.
Collect Compliance Evidence Automatically on a Schedule: Move from manual, point-in-time evidence gathering to continuous, automated collection. Set up collection schedules that use any of 256+ prebuilt connectors to link your external systems, run the queries you define, and generate audit-ready evidence artifacts. Your organization stays audit-ready year-round with defensible evidence trails.
Update the Status of Multiple Clauses at Once: Change the status of many regulation or policy clause versions in a single action, instead of updating each one manually. Moving clauses through their lifecycle one at a time is slow and error-prone. Bulk status updates let you advance multiple clauses through their lifecycle—for example, from Draft to Review to Approved to Published—with one selection and confirmation.
Assess Regulation Coverage and Close Gaps with AI-Suggested Controls: See how well your existing controls cover each regulation and get AI-generated recommendations for controls that close the gaps. Controls Coverage breaks a regulation into its requirements, matches them to your controls, and displays a coverage rating with a detailed breakdown that surfaces what's missing.
Get Prebuilt IT Compliance Dashboards, Widgets, and Metrics in Tableau: Give your teams prebuilt IT Compliance dashboards, widgets, and metrics in Tableau, with no dashboard building required. A guided setup deploys the IT Compliance Data Kit and a prebuilt Tableau app, so end users get faster insights into compliance posture, control effectiveness, and audit readiness from the IT Compliance Analytics app in minutes.
Improve Service Desk Visibility with Console Enhancements: Gain better visibility into cross-process relationships and standardized risk assessment with key console improvements. Link cases and service requests to incidents, problems, and change requests for 360-degree customer views. Compare change risk consistently with a normalized risk score, calculated from historical data and change characteristics, on a 1-100 scale so that you can prioritize and compare changes on equal footing.
Analyze Field History with Reporting and Audit Trails on IT Service Records: Create reports for objects such as Incident History, Service Request History, Problem History, Change Request History, or Release History to audit field changes. Create custom reports on these objects to demonstrate compliance with internal and regulatory requirements and to pinpoint where tickets stall so that you can improve your service processes.
Tailor AI-Generated Content with Customizable AI Actions: Customize AI prompts and field mappings to align AI-generated content with your organization's unique processes and terminology. Reduce manual corrections by configuring how AI creates change requests, incidents, and problems from existing records. Tailor email drafts for internal teams and requesters to match your communication standards. Adjust ticket filtering prompts to align with organizational workflows so that AI can understand your service desk's specific context and deliver accurate, relevant results.
Monitor Service Operations with Dynamic Dashboards for IT Service: Configure role-based dashboards that automatically show users only the data they have access to. Quickly configure dashboards for IT managers to monitor trends, SLA compliance, and team performance across incidents, problems, changes, and releases. Configure fulfiller dashboards so IT reps can track their assigned work, priorities, and resolution progress. Add operational or personalized fulfiller views to the home page of the Agentic IT Service Desk app for quick access to key metrics.
Enhance Email-to-Incident with Rich Content, Templates, and Error Handling: Create and respond to incidents via email with enterprise-grade features including rich HTML support, email templates with merge fields, automatic draft saving, scheduled sending, and intelligent error handling. These enhancements reduce manual work and help IT teams with reliable incident resolution even during high-volume periods or system issues.
Accelerate Support for VIP Employees with Automatic Entitlement Assignment: Ensure high-priority employees such as VIPs receive faster support by automatically assigning entitlements to incidents reported by them. A flow checks the reporting employee's service management privileges and applies the appropriate entitlement to the incident. If the reporting employee has a service management privilege tagged as VIP, the entitlement allows faster SLA response and resolution times for your most important users.
IT Compliance: Strengthen your compliance program with continuous, automated evidence collection, AI-assisted controls coverage, and trustworthy AI policy authoring. Move through regulation and policy lifecycles faster with bulk actions, and monitor your posture with prebuilt Tableau dashboards.
Gain Executive Visibility with IT Leader Dashboard Metrics: Track critical IT service performance with the IT Leader Dashboard. View comprehensive metrics across incident management, change management, and CMDB operations in a unified executive view. Make informed decisions about resource and service improvement initiatives based on real-time operational data.
Simplify Incident Ownership with Streamlined Assignment Fields: Reduce confusion and simplify incident assignment by using a clear ownership model. Use the Incident Owner field for individual ownership and the Assigned Group field for group ownership. Additionally, the Assigned Group field now accepts only public groups, not queues, maintaining a clear distinction between queue-based routing via Incident Owner and team-based work assignments via Assigned Group.
Service Management: Optimize service desk operations to help IT teams prioritize high-value users, resolve incidents faster through email and comments, manage service request lifecycles, and gain comprehensive insights through console enhancements.
Route Service Requests to the Right Reps by Using Omni-Channel: Reduce wait times by automatically routing service requests to the most suitable and available service reps. Each request reaches a rep with the right skills and capacity for faster resolution. Use the guided setup assistant to configure Omni-Channel for service requests in a few clicks. Define queues, add service representatives, and configure routing and presence settings easily.
Guide IT Reps with Process Steps and Employee Context on Service Requests: Help your IT service reps follow the fulfillment lifecycle by adding the visual Path component to show clear steps and status requirements on Service Request records. The Employee Profile Card displays requestor details in the sidebar, giving teams a unified view of both the process and the person.
Manage Service Request Lifecycles by Using Stage Transitions: Give service teams full visibility and control over service request lifecycles. Each request moves through defined stages with its own tasks, transitions, and approvals to make sure that every request follows a consistent, structured process.
Improve Incident Communication with Ticket Comments: Communicate clearly on incidents and service requests by using dedicated ticket comments. Separate deliberate human updates from system-generated activity, providing a clean resolution narrative for AI agents, requesters, auditors, and IT reps. Comments support rich text formatting, file attachments, visibility controls, and single-level threading.
Grant Users AI Access Without Credit Constraints: Give your employees and fulfillers room to work with the out-of-the-box AI capabilities and integrations that support IT service use cases. The AI capabilities include Agentforce actions, prompt templates, and integration actions, along with their supporting MuleSoft for Flow connectors.This unmetered access applies to all MuleSoft for Flow connectors and to custom connectors built on MuleSoft for Flow. Assigned users work with these capabilities without affecting your org's AI Flex Credit or MuleSoft Automation Credit allocation. Custom agent actions you build or customize continue to draw from your credit allocation as usual.
Accelerate IT Resolution with Automatic File Analysis: Resolve IT issues faster with automated file analysis by using Agentforce. Now, Agentforce automatically extracts key details from screenshots, error logs, and configuration files attached to incident, problem, and change request. When you attach files to an IT ticket, Agentforce automatically extracts key details to generate summaries, identify root causes, and suggest solutions. By eliminating manual file review, your IT team delivers faster, more accurate resolutions.
Automate Hardware Lifecycles with Agentforce: Reduce IT workload and speed hardware fulfillment with AI agents that handle sourcing, disposal verification, and asset tracking through conversational interfaces. Employees request hardware and check status updates in Slack, Microsoft Teams, or the Agentforce Employee Portal with natural language. IT teams benefit from automated sourcing recommendations, PDF-based disposal certificate reconciliation, and proactive user attestation campaigns.
AI for IT Teams and Employees: Automate file analysis for IT tickets and customize AI prompts and field mappings to match your organization's processes.
Protect Your Billing Integrity by Enforcing IT Hardware Asset Scope: Fence your hardware asset management lifecycle processes to run strictly on eligible IT hardware assets. By replacing scattered validation checks with a centralized mechanism, your organization ensures consistency across all workflows and APIs. This guardrail prevents accidental bulk modifications to non-hardware domains and blocks untagged assets from bypassing metering.
IT Asset Management: Automate hardware lifecycle management with Agentforce AI agents that handle employee inquiries, sourcing decisions, and disposal reconciliation through conversational interfaces. Track every inventory change with a complete double-entry ledger for audit compliance. Simplify daily operations with Fast Path fulfillment that consolidates all actions on a single page, and customize asset status mappings to match your organizational processes.
Map Asset Statuses to Lifecycle Processes and Inventory Tracking: Map custom asset status values to standardized categories, inventory quantities, lifecycle transitions, and search filters through a centralized setup interface. Without custom code, define how each status affects inventory availability, automatic status transitions, and asset search filters to ensure accurate operational tracking.
Speed Fulfillment with AI Sourcing Recommendations: An AI agent evaluates hardware requests and recommends the optimal fulfillment path based on inventory availability and logistics. The Sourcing Agent checks local inventory first, then internal transfers from other locations. Review and accept recommendations in Guided Fulfillment mode, or turn on autonomous mode so the agent creates fulfillment orders automatically.
Keep Users Informed Across Channels with Broadcast Communications: Send broadcast communications to keep your users informed during major incidents and change requests, instead of relying on scattered, manual updates. Reach everyone through email, in-app, Slack, and Teams in one action. Draft messages quickly with generative AI grounded in the record's details. Configure preferences to control which channels and records broadcast communications use. Track every message from the communications history tab so your teams stay coordinated and avoid duplicate or conflicting updates.
Broadcast and Notifications: Keep your users informed across their preferred channels with broadcast communications and notifications. Send broadcast updates during major incidents and change requests through email, in-app, Slack, and Teams in one action. Turn plain-text Slack alerts into structured notifications with labeled sections and action buttons so users can act without leaving Slack. Deliver notifications through an Agentforce agent so employees ask follow-up questions and take action right in the Slack thread.
Reclaim All Employee Hardware in One Bulk Action: Process hardware returns for departing employees with a single action. Asset managers can initiate bulk reclamation from an employee record, multi-select employees from a list view, or upload a CSV file for asynchronous batch processing. Employees receive one consolidated email detailing all assets requiring return, instead of separate notifications for each device.
Find and Manage Configuration Items Faster with Enhanced List Views: Choose which fields appear in your configuration item list view based on the information you need. Add standard or custom reference fields and open their related records directly from the list. User-level configuration gives service owners, application owners, and database administrators a focused view of the same CMDB data.
Keep Configuration Items Current with Dynamic Discovery for Splunk: Help IT service teams investigate Splunk-detected infrastructure issues with up-to-date server and cloud data in CMDB. Dynamic Discovery combines scheduled inventory updates with operational events so configuration items reflect current conditions. Admins can review incomplete CIs discovered from Splunk and add relevant resources to CMDB.
Configuration Management Database and Service Graph: Configure configuration item list views to display the details relevant to your role. Add standard or custom reference fields and open related records directly from the list to find and manage configuration items more efficiently.
Tailor Microsoft Teams Views to Your Business Needs: Customize list views in Microsoft Teams by adding, removing, and reordering columns to help teams focus on what matters most for their roles. Get started quickly with preconfigured views for tickets, service catalog, and approvals, and adapt the interface as your business grows.
Collaboration Channels: Resolve IT issues through natural conversations with Slackbot, handling requests like password resets, software access, and account provisioning. Deploy Teams integration with one click and customize Teams list views to match how your team works.
Deploy IT Service in Microsoft Teams Quickly: Install and configure Agentforce IT Service apps in Microsoft Teams and activate the service with a single click and access IT support without login screens or credentials. Salesforce automatically creates the Microsoft Entra ID (Azure AD) app registration, deploys the required credentials, and updates the CORS allowlist in the background. Your admins can complete setup quickly, remove setup barriers, and get the org operational in minutes.
Transform Slackbot Into Your IT Assistant: Use natural language conversations with Slackbot to resolve complex IT issues. Chat naturally to handle IT issues such as password resets, software access, hardware orders, and account provisioning. Agentforce completes complex requests instantly in the background, eliminating wait times and service desk bottlenecks.
Discovery for Salesforce CMDB & Service Graph: Keep CMDB data current with server and cloud inventory and operational events from Splunk. Use Dynamic Discovery to create Splunk discovery targets and review incomplete CIs before adding relevant resources to CMDB. Use the new Discovery objects and platform event that support Dynamic Discovery.
Simplify Fulfillment with Actions on the Service Request: Manage fulfillment and return orders directly from the service request page. For organizations with a single stockroom, fulfillment and return orders generate automatically when service requests reach processing status. Review line item details and action buttons on the service request page, then add assets, allocate inventory, mark items as shipped, and confirm delivery without switching pages.
Complete Fulfillment Tasks Without Switching Pages: View all fulfillment orders and return order line items with quick action buttons directly on the service request page. Add assets, allocate inventory, view reservation details, and mark items as shipped or delivered, all without switching pages. This component cuts fulfillment clicks by approximately 50%.
Move Beyond Static Alerts to Interactive Agent Notifications in Slack: Turn one-way alerts into notifications your employees can act on. When a notification is delivered through an Agentforce agent in Slack, employees ask follow-up questions and take action, like setting a priority in the thread, and resolve what they need on the spot.
Track Inventory Changes with Automated Transaction Logs: Automated transaction logs track inventory quantity changes across the asset lifecycle. Each ledger entry captures what changed, when it changed, and the business process that triggered the change, along with the related fulfillment order line item, asset activity, or return order line item.
Turn Resolved Incidents, Problems, and Changes into Knowledge Articles with Agentforce: Capture fixes as reusable knowledge once an issue is resolved, instead of writing articles from scratch or skipping them altogether. From an incident, problem, or change request, draft a structured Salesforce Knowledge article grounded in that record's details, either from the Enterprise Knowledge Component on the record or by asking the Agentforce agent. To shape what Agentforce writes, create Knowledge Creation prompt templates grounded on each record type.
Process Hardware Assets Faster with the Mobile Barcode Scanner: Stockroom managers, inventory auditors, and IT fulfillers scan barcodes and QR codes on hardware asset tags to look up records and process orders using the Salesforce mobile app. The Mobile Barcode Scanner uses device cameras, eliminating the need for third-party SDKs, AppExchange packages, or dedicated hardware.
Extend Notifications to Custom Objects and Related Records: Keep your teams informed about changes to the records and relationships that matter to how they work. Send notifications for custom objects and not just a fixed set of standard objects, so activity on the objects your processes depend on no longer goes unnoticed. You can also notify on changes to related child records with triggers for when a parent record is updated, or a child record is associated or disassociated.
Transform Slack Alerts Into Structured Notifications with Rich Details: Replace plain-text Slack alerts with structured notifications with labeled sections and action buttons. Use one click to scan alert details quickly and take action directly in Slack, such as request approvals, incident acknowledgements, or status updates. Your admins can visually design notifications by using live previews and templates to speed up response times on critical alerts.
Help Employees Access the Portal in Their Preferred Language: Help employees use the Employee Services portal in a Salesforce supported language they prefer. Employees can switch the portal's display language themselves by using the Language Selector component. The interface language changes, but data in your records stays in its original language.
Tailor Employee Portal Pages to Your Service Needs: Align the portal with your unique business processes by controlling what appears on the ticket list, ticket details, and approval list pages of the Employee Services portal. Choose which fields and buttons employees see, without writing code. For example, show only the fields relevant to your service model, or control if employees can close or reopen tickets. Employees get a simplified experience focused on resolving issues, while admins gain the flexibility to customize the interface.
Collaborate on Tickets with Comments on the Employee Services Portal: Keep employees and IT teams connected on a ticket itself in the Employee Services portal. On incidents, cases, and service requests, employees can stay informed using the ticket feed. On incidents and cases, employees can also post, reply to, and delete comments and even attach files on incidents.
Proactively Identify and Communicate Customer Issues by Connecting Your Customer Service and IT Service: Connect IT Service Management and Customer Service Management to close the visibility gap between customer service and IT teams with Proactive Customer Operations. Give your service reps the information they need to handle customer-impacting incidents and planned changes before customers report them. Link customer cases to the underlying incident with AI-powered suggestions from the Service Assistant, and for any incident or change request, automatically identify impacted accounts, assets, and customers using Configuration Management Database (CMDB) data. Keep your customers informed with broadcast updates, cutting inbound ticket volume and shifting support from reactive break-fix to proactive engagement.
Reduce Asset Shrinkage with Automated Return Reminders: Make sure that employees complete asset returns on time with automated reminder notifications. When you initiate a reclaim, the system creates a draft service request. It sends configurable email or Slack reminders until the employee confirms their shipping address and returns the asset. Service level agreements (SLAs) drive the reminder cadence and escalate to the employee's manager or HR contact when thresholds are breached.
Self-Service: Give employees a self-service experience on the Employee Services portal that fits how your teams work. Control which fields and buttons appear on the ticket list, ticket details, and approval list pages without writing code. Offer the portal in employees' preferred languages, and keep employees connected to IT with comments and a feed directly on their tickets. Turn resolved incidents, problems, and change requests into reusable Knowledge articles with Agentforce, so employees can find answers on their own.
Reuse Modular Content Across Articles with Knowledge Blocks: Knowledge Blocks are modular, reusable units of content — like a legal disclaimer or company address — that you create once and insert into any article as a managed, read-only block. When you publish a new version of a block, every article using it reflects the change automatically.
Reuse Existing Content by Cloning a Knowledge Article: 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.
Create Knowledge Articles from Any Record with Custom Prompt Templates: Your service reps can draft accurate Knowledge articles from any record, such as cases, incidents, or work orders without writing articles manually. You can build multiple custom prompt templates in Prompt Builder using plain-language instructions and merge fields, so your reps always have a template tailored to the record and scenario at hand. Your reps can pick the right template for each scenario and create articles directly from a record or conversationally through Agentforce from anywhere in the app. Previously, Einstein Knowledge Creation offered a single out-of-the-box template limited to cases and messaging sessions.
Prevent Duplicate Articles with Knowledge Similarity: When your authors draft Knowledge articles, they can check for similar articles in the knowledge base. Knowledge Similarity surfaces any matching articles along with a similarity score. Your authors can decide whether to reuse or update an existing article instead of creating a duplicate, so your knowledge base stays consistent and free of redundant content.
Lightning App Builder: Expose the standard Follow button on Dynamic Highlights Panels in Lightning App Builder so users can subscribe to updates on key records.
Add the Follow Button to the Dynamic Highlights Panel: You can now customize your Dynamic Highlights Panels to include the standard Follow button. Expose the Follow button by using the Lightning App Builder so users can easily subscribe to updates on key records. The button is hidden by default.
Build Reusable Quick Action Experiences with Page-Based Quick Actions (Beta): 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.
Large Transactions and Quote Processing: Process quotes and orders with up to 15,000 line items without timeouts or performance bottlenecks. Asynchronous processing keeps sales reps and billing teams working while calculations, synchronization, and document generation run in the background. Configure products, apply pricing rules, and generate documents for complex transactions with thousands of lines, nested bundles, and multilevel grouping.
Apply Configuration Rules Across 15,000 Line Items: Apply rules and constraints across quotes or orders with up to 15,000 line items. Run configurations accurately and efficiently for all products and bundles in the quote or order. Automate and validate demanding configurations at scale, so your sales reps can build large quotes and orders without reaching scale limits.
Clone Large Quotes and Orders: 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.
Generate Documents for Quotes with 15,000 Line Items: Create PDFs that accurately capture complex product hierarchies in large quotes. CLM Document Generation supports quotes with up to 15,000 line items, 1,000 bundles, and 5 levels of nested grouping.
Price Quotes and Orders with Up to 15,000 Lines: Price quotes and orders with up to 15,000 lines, an increase from the previous 1,000-line limit. Your teams can process larger deals without splitting them into multiple transactions. Configure separate pricing procedures when large and standard transactions require different pricing capabilities.
Recover Faster from Quote and Order Calculation Errors: Process large quotes and orders faster with improved batching algorithms and support for nested line items. Use a REST API to manually change stuck calculation states to Failed so that your teams can quickly retry transactions.
Speed Up Large Quote Operations with Automatic Context Reuse: Edit large quotes and orders more efficiently with a single session context for each transaction. Reusing the context eliminates repeated context creation and keeps your data consistent and up to date as you make changes. Context reuse is enabled automatically for large transactions, so no setup is required.
Sync Large Quotes to Opportunities Without Interruption: Sync quotes with up to 15,000 line items to opportunities asynchronously to prevent timeouts and maintain performance. Background processing keeps sales reps working without interruption. Enable this capability in Revenue Settings for both standard and large quotes.
Transform Context Data in Large Transactions: Apply Data Processing Engine (DPE) transforms to context data in large transactions, so you can shape and localize high-volume data before it's merged into documents. Transformation definitions run against Revenue Management transactions, such as quotes and orders with thousands of line items. Previously, DPE-based transforms in the Context Service were available only for standard transactions.
Launch the Revenue Cloud Solution for Subscription Selling: 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.
Lightning Components: Complex template expressions are generally available. Also, Third-Party Web Components are generally available. Call the refresh() action for state managers to fetch data more easily. Upgrade to LWC API v68.0.
Remove Non-Public Fields from Custom Object Data in Aura Action Responses (Release Update): To improve security, Salesforce is removing non-public system fields from custom object data returned in Aura action responses. This update filters out internal system fields that aren’t part of the public Salesforce API. Review your Lightning components that process custom object data to avoid JavaScript errors or missing data. Use only API-supported fields in your components to ensure that your data displays correctly. This update was first available in Summer ’26 and is enforced in Spring ’27
Salesforce Microfrontend (UI Embedding): With Salesforce Microfrontend (UI Embedding), embed your existing web apps directly in a Salesforce page and exchange data, styling, and events over a secure channel.
Embed External Web Apps with Salesforce Microfrontend (UI Embedding) (Generally Available): Embed an external web app directly in a Salesforce page instead of sending users to a separate tab or window. Salesforce hosts your app in a secure, sandboxed iframe with the lightning-ui-embedding base component and exchanges data, styling, and events over a supported protocol. This feature is now generally available.
Platform Licensing and Digital Wallet: Platform licensing and provisioning automatically activates your org's purchased Salesforce products and features. You can then manage user access to these products and features by assigning Platform user licenses and permission set licenses. Digital Wallet tracks usage for consumption-based features, licenses, and capacity allowances all in one place. Unlock historical usage patterns and actionable insights that help you optimize investments and proactively manage operational costs.
Govern Coding Agents at Scale with Lifecycle Center Governance (Beta): 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.
Save Time by Importing Jira Work Items into Lifecycle Center: 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.
Manage Change, Releases, and AI Governance in One Place with Lifecycle Center: 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.
Catch Deployment Errors Early with Validate-Only Deployment: 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.
Life Sciences: Field reps can dictate visit notes and automatically populate records, even while offline. Order Management makes it easy to execute store checks accurately and create quoted orders with consistent and transparent pricing. Event Management now provides real-time notifications when participants overutilize accounts or their estimated expenses exceed monetary limits, supporting regulatory compliance and expenditure management.
Make Inline Editing in List Views More Flexible: Two User Interface Settings give you more control over how users make inline edits in list views. Users can make inline edits to any field that they have edit access to, whether the field is included in the page layout or not. You can also allow inline editing in list views that contain multiple record types. Without these settings, page layout restrictions apply and inline editing is unavailable when a list view contains records of more than one type.
Loyalty Management: Optimize event consumption and storage with smarter transaction journal and member currency creation. Create activity-based currencies with flexible expiration models for subtypes. Increase member engagement through multi-milestone rewards, and maximize return on investment with AI-powered personalized promotion targets.
Enroll Loyalty Members and Resolve Service Cases with AI Tools: 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.
Use Mixed Expiration Models for Subtypes of Activity-Based Currencies: Improve liability management by creating currencies with the Activity With Mixed Subcurrencies expiration model. The parent currency uses activity-based expiration while subtypes can use fixed or activity-based expiration. Previously, all subtypes inherited the expiration model of the parent currency. You can also configure traceability on these currencies to link redemption transactions to source accrual transactions.
Analyze Loyalty Programs with More Tableau Next Dashboards: Analyze your loyalty programs using several new dashboards in Tableau Next. Tableau Next delivers the high performance and advanced capabilities needed to process large member bases and transaction volumes. These dashboards were previously available only in CRM Analytics.
Increase Engagement by Rewarding Members at Multiple Milestone Targets of an Activity: Create engagement trail promotions that track a member’s progress on a single activity and reward them on reaching multiple milestones. Set up to three targets—easy, moderate, and hard—with progressively higher goals. If a member meets multiple targets with a single transaction, the member gets rewards for all the milestones. You can also set personalized targets for individual members by using predictive models.
Optimize Storage with Just-in-Time Member Currency Record Creation: Create member currency records only when members first engage with the program by earning or spending points. Instead of creating a record at enrollment, Loyalty Management creates it on the first credit transaction. If you turn on negative point balances and member currency records don’t exist, Loyalty Management creates a record on the first debit transaction. This approach reduces storage consumption and improves database performance without affecting member functionality.
Onboard Partners into Your Loyalty Ecosystem with AI Tools: 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.
Set Up Loyalty Programs with AI Tools: 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.
Build Complex Loyalty Promotions with AI Tools: 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.
Maximize Loyalty Promotion ROI with Predictive AI: Set personalized targets based on individual buying patterns by using Salesforce Predictive AI models. For example, for a customer with a $50 average historical spend, the model generates easy, moderate, and hard targets of $60, $75, and $90. For a $100 spender, it generates targets of $120, $150, and $200. Increase engagement and maximize revenue by configuring your loyalty promotions to use these tailored targets.
Reduce Event Consumption with Smarter Loyalty Transaction Journal Creation: Configure Loyalty Management to create transaction journals during real-time processing only when transactions result in record changes or meet promotion requirements. This optimization applies only to real-time processing via the Transaction Journals Execution API, with no impact on batch processing.
Enrich Your Loyalty Program with AI Tools: 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.
Simplify Loyalty Widget Deployment with Lightning Out 2.0: Embed widgets into your external sites or Experience Cloud sites with auto-generated HTML snippets. Built on Lightning Out 2.0, the widgets reflect the changes that you make to design, content, or behavior immediately without redeploying code. Previously, you had to manually embed widgets and re-embed them after every change.
Apply Discounts and Issue Rewards in a Single API Call: Use the Unified Execution API to apply discounts and issue rewards in one request instead of making separate calls to Get Eligible Promotions API and Transaction Journal API. The API reduces integration complexity and supports faster, more reliable transaction processing.
Save Time with Incremental Data Kit Upgrades for Loyalty Management: Save time after you upgrade your Loyalty Management license by installing only the additional components. Each data kit builds on the previous one: Starter, Growth, and Advanced. For example, if you have the Growth license, you install the Loyalty Management Starter and Loyalty Management Growth data kits. Later, if you upgrade to Advanced, you install the Loyalty Management Advanced data kit, adding only the additional components. Previously, installing the Growth or Advanced data kit reinstalled all underlying components.
Salesforce Scheduler: Build agents that help your customers book their own appointments in the new Agentforce Builder. Show only the times a partner user can actually meet, so bookings don't collide with the meetings they keep outside Salesforce.
Check Partner Calendar Availability Before Booking: Salesforce Scheduler now checks a partner user's connected external calendar for busy and free times, so customers see only the slots when the partner is genuinely available. Previously, partner users managed their schedules in personal tools, so scheduling flows couldn't account for meetings booked outside Salesforce.
Create Salesforce Scheduler Agents in the New Agentforce Builder: The new Agentforce Builder now supports Salesforce Scheduler agents, so you can build agents to assist your customers in scheduling appointments. The agents you build appear in the agent list views in the Agentforce Studio app and Agentforce Agents Setup pages. Regardless of where you launch them, these agents always open in Agentforce Builder for a consistent experience.
Account Management: Reduce manual work and keep assignments accurate by automating complex territory alignments.
Manage Complex Territory Alignments with Advanced Rules: Reduce manual work and eliminate the need for custom implementations or external alignment tools by configuring advanced rules in Sales Planning and running them on a recurring schedule to keep alignments current. Create territory alignments based on healthcare provider specialties, geographic information, multiple addresses, and other segmentation criteria using a CRM Analytics dataset that supports addresses and specialties.
Clone Activity Plans Instead of Building Them from Scratch: Create activity plans in a fraction of the usual time by cloning an existing plan. Instead of building thousands of records manually or through data imports, copy a plan's entire hierarchy of goals and goal measures for your chosen time period and territories. Then sync the plan to your current territory alignment and fine-tune account-specific goals before you activate it, so your sales reps start each cycle with accurate, aligned targets.
Review and Adjust Activity Plans in the Mobile App: Your field reps no longer need a laptop to take part in the activity plan review cycle. Now they can review their assigned goals on the go, adjust interaction targets, add or remove accounts, and submit changes for approval—right from the mobile app on their iPad with an internet connection.
Seamlessly Import External Remediated Content into Life Sciences Cloud: Use the Content Ingestion API to ingest remediated content from external digital asset management systems into Life Sciences Cloud. The source-agnostic REST API loads prepared ZIP packages (CLM presentations), PDFs, and preconfigured email templates, while automating territory distribution and activation.
Capture Consent in More Ways: Adapt consent capture to every market that your sales reps work in with two new methods—verbal consent or a document reference to a paper form. Make at least one proof a requirement so that no consent goes unbacked, while giving sales reps the flexibility to choose between methods.
Combine Multiple Components in a Single LSC App: 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.
Expand Data 360 Insights by Using Email Fragment and Presentation Data Streams: 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.
Track Email Fragment Usage Across Your Field Team: 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.
Event Management: Plan participant expenses earlier in the event lifecycle by including projected costs in monetary cap checks. Prevent account overutilization with configurable attendance limits, preserve monetary cap totals after account merges, and use admin-controlled handlers to keep totals up to date.
Gain Insights into Projected Costs by Using Monetary Caps: Improve spend governance by allocating estimated expenses to individual participants before incurring the actual costs for an event. Support compliance controls by checking monetary caps while adding an account to an event. Make more informed decisions with instant alerts for limit breaches, and provide transparency by flagging overages and discrepancies.
Support Faster Managed Event Record Creation with Fewer Clicks: 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.
Extend Account Merge to Include Estimated Expense Calculations: Streamline event planning by using Account Merge to combine duplicate records and related expense types, including estimated and committed expenses. Previously, you could use Account Merge to calculate only actual expenses.
Strengthen Data Monitoring by Using the New Event Management Trigger Handlers: 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.
Streamline the Managed Event Participant Creation Process: 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.
Stay Compliant by Limiting the Number of Events Each Account Can Attend: Spend less time checking event attendance counts before adding participants to an event. Get real-time warnings and blocks while adding attendees who exceed their limit. Log discrepancies automatically for audit and reporting purposes. Quickly assess utilization counts by processing accounts in bulk with the new Recalculate Account Utilization Count batch job.
Engagement Execution: Capture visit details by voice on an iPad instead of typing them manually after each meeting. Switch between attendees and start collecting information in group visits faster. Record consent in more ways, including verbal and paper-based options.
Capture Attendee Details Faster in Group Visits: The Attendee Visit action now appears directly in the Attendees section of the parent visit, making it easier for your field users to start capturing information in group visits. Save the current record and open the next attendee visit in one step by clicking the attendee name button at the top of the Attendee Visit Engagement page. Previously, switching to another attendee required navigating back to the parent visit.
Request Remote Consent Signatures from Participants on Mobile Phones: 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.
Host Twilio Remote Sessions from the Desktop Site: 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.
Focus Attendee Data Entry on Samples and Marketing Items: 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.
Enable Voice-Based Visit Logging (Generally Available): Remove the manual effort of logging healthcare provider (HCP) visit details after each meeting. Record HCP engagement details by voice with Visit Agent. Visit Agent processes a field rep's notes on device and populates visit records with product details, messages, reactions, presentations, place, and time, even without an internet connection. Reps can review and edit each visit record before saving. Visit Agent supports only English.
Reach the Right Healthcare Professionals with Automatic Email Selection on Mobile: 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.
Capture Detailed Interaction Data Within Presentation Pages: 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.
Intelligent Content: Track how healthcare professionals (HCPs) interact with specific presentation elements to understand which content drives engagement. Record which email fragments sales reps include in communications to healthcare professionals. Set retention periods for interaction data to manage storage in your org.
Manage Data Retention for Presentation Interactions: Prevent interaction data from accumulating indefinitely as your sales reps deliver presentations to healthcare professionals (HCPs). Define a retention period for the presentation click stream records that track page views and content engagement. Run cleanup manually, or schedule a job to run automatically to avoid running out of storage in your org.
Work Faster in the Content Library and Presentation Player: 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.
Set Up Key Account Management Faster with an AI Coding Agent: 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.
Access Custom LSC Apps Offline: 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.
Resolve GraphQL Queries Offline in Custom LSC Apps: 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.
Engagement Planning: Clone activity plans for a new cycle, review and adjust them in the mobile app, and configure Time Off Territory downtime categories so events match how your organization schedules.
Configure Time Off Territory Categories to Meet Your Organization’s Scheduling Needs: 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.
Prepare Life Sciences Cloud for a Field Rep’s First Visit: 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.
Find Accounts Faster with Relevance-Based Search on the iPad: 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.
Conduct Faster, Accurate In-Store Execution with Store Check: Help your users conduct in-store execution at retail locations, such as pharmacies, to evaluate product performance. Use Store Check to define the activities and key performance indicators that you want to measure. Store Check compares captured values with your targets for each store so that field users can identify stock gaps and compliance issues in real time. Set up geolocation tracking to meet your organization's needs and capture the field user's location when a visit starts. Configure surveys to generate actionable insights that drive better execution and decisions.
Enablement Coaching: Drive employee development and standardize field evaluations across your organization. Admins can build weighted assessment templates by using the Discovery Framework to enforce consistent evaluation standards across the organization. Coaches can schedule sessions from their calendar, conduct evaluations offline during field visits, link field activity records for context, and compare current scores against historical evaluations to measure progress and target growth areas. Coachees gain clear visibility into performance expectations, track their progress over time, and receive actionable development roadmaps. Strengthen development conversations with employee self-evaluation and meet regional compliance requirements with formal acknowledgments.
Build Standardized Evaluations with the Discovery Framework: Create consistent coaching evaluations by using assessment templates. Admins author question banks, configure scoring criteria, and assign weights to competencies by using the Discovery Framework and OmniStudio. Templates support scoring questions, ensuring every employee is evaluated against the same standards.
Complete Coaching Evaluations Anywhere with Offline Support: Capture coaching observations in real time, even without internet connectivity. Coaches can complete entire evaluations during hospital visits, remote field rides, or any location with limited connectivity, then sync changes when back online.
Link Field Visits with Evaluations: Enhance the context of your evaluations by linking specific field activities with coaching sessions. It establishes an audit trail that documents exactly when and where coaching observations were gathered. Coaches have the flexibility to link individual or multiple field visits to a coaching session, clearly indicating the observations that underpin the final evaluation.
Schedule and Track Coaching Sessions from Calendar: Coordinate coaching schedules and field visits from the calendar. Coaches can create Enablement Coaching sessions from the calendar grid and see them immediately, helping prevent scheduling conflicts. Employees see sessions only after coaches share them, so evaluations remain private while they’re being planned.
View Historical Evaluation Scores to Track Employee Development: See how coachees progress over time with side-by-side historical comparisons. When starting a coaching session, coaches and coachees can view scores from the most recent completed evaluation by using the same assessment template. Previous scores appear alongside current evaluations, making it easy to identify improvement areas and track progress.
Create Consistent and Transparent Quoted Orders with Pricing Procedures: Provide calculated, consistent pricing everywhere that your reps sell by setting up product base prices and a pricing procedure on the desktop site. Automatically calculate order prices and discounts for every quoted order by adding pricing elements and discounts. Configure a price waterfall so that reps can show store managers the line-level net order price and a step-by-step pricing breakdown. By centralizing pricing calculations, your reps get the same prices on the mobile app even when they're offline.
Manage Quoted Orders from Anywhere: Field reps can create quoted orders, add products, and submit them for approval from Life Sciences Customer Engagement or the Life Sciences Cloud mobile app—even offline. Field reps can pre-populate orders from an account's last order or assortments, reducing manual data entry and line-item errors, and finalize deals on-site by capturing digital signatures. You can also configure approval workflows that restrict unauthorized edits to a submitted order, while sales managers can still unlock or approve it.
Order Management: 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.
Digital Verification Setup Is Changed for Internal and Portal Users: Manage electronic signatures in Salesforce more efficiently by using Digital Verification. Previously, you had to configure a connected app for internal users. Starting in Winter '27, you don't need to configure a connected app or external client app for internal users. For portal users, you can now configure an external client app for Digital Verification.
Add Tableau Next Components to Lightning Pages: Bring analytics into context alongside the records that field users work with. Add Metric, Visualization, and Dashboard components to Lightning record and home pages in Lightning App Builder. Previously, Tableau Next content was available only through a dedicated metrics tab, requiring field users to navigate away from their work.
AI Tags for LWCs and Aura Components Are No Longer Supported: Starting in Winter '27, the platform throws an error if you add an <ai> tag to Lightning web component configuration files or the equivalent <design:ai> 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.
Use Third-Party Web Components in LWC (Generally Available): You can integrate third-party web components into your Lightning Web Components (LWC) apps without rewriting them. To render them as native web components in LWC templates, use lwc:external. This feature is now generally available, with no changes since the last beta release.
Accelerate Lightning Development with LWC Skills: 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.
Refresh State Manager Data: Call the refresh() action on a built-in state manager to fetch the latest data from the server. Use refresh() to update state managers that expose list- or query-shaped data, such as related list records, without reconfiguring the state manager or reloading the page.
Get the Latest LWC Changes with LWC API Version 68.0: Update the API version for your components to use new features and improvements. Versioning your Lightning web components ensures that your existing components aren’t affected when Salesforce ships new features, bug fixes, and performance improvements that change existing behavior. Versioning also helps Salesforce deprecate legacy features.
Use Programmatic Anchor Clicks for Same-Origin URLs: In version Spring '27 and later, when Lightning Web Security (LWS) is enabled, opening the same-origin Salesforce URLs in a new tab via window.open(url), or with '_blank' throws a LockerSecurityError. Replace these calls with a detached programmatic anchor click to safely handle same-origin navigation and downloads.
Manage More Complex Business Processes with Action Plans: Action Plans now handle bigger workloads without the limits you used to hit. Run reports on the Owner and Target fields of action plan records, so you can accurately track performance and ownership across action plans. Action plan records now support up to 200 tasks, up from 100. On dependent tasks, you can now change the Assigned To field before you mark the parent task complete, giving you more flexibility to plan resourcing upfront.
Manufacturing: Enhance manufacturing operations with new capabilities across AI assistance, high-volume order management, enterprise pricing, analytics, and channel partner management. Industries Sales Assistance in Slack and custom agent building help teams automate routine tasks and respond to customers faster. Built-in order and pricing workflows bring ERP-level accuracy directly to sales reps, while Tableau Next analytics and Data 360-powered channel management drive operational visibility, financial accuracy, and stronger partner relationships.
Marketing Cloud Next: Marketing Cloud Next offers several updates in Winter ’27. Changes include self-optimizing campaigns powered by Agentforce, better performance metrics, and expanded support for scripting capabilities and RCS messaging. Plan and operate marketing with flexible hierarchies, cascading goals, and built-in governance. Plus, automate tasks with completion actions in flows.
Prepare for the Retirement of Emotional Tone Insights: 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.
Marketing Cloud Engagement: Marketing Cloud Engagement offers several updates in Winter '27, including a guided setup that connects your account to unified data, new match rules for complete customer profiles, smoother scheduled file activities, expanded WhatsApp messaging options, conversational email support, stronger security controls, and new tools for AI-assisted operations.
Archived Release Notes: Marketing Cloud Engagement release notes from Spring ’24 and earlier are available for PDF download. To find updates from Summer ’24 through our last release, select a release from the drop-down menu in the toolbar.
Expand Marketing Operations Automation with New Tools for the MCP Server: Manage more of your Marketing Cloud Engagement operations through natural language with 40 tools added to the Model Context Protocol (MCP) server. MCP-compatible AI assistants can now create and run Automation Studio activities, manage campaigns and Content Builder folders, upsert bulk data, query data extensions, erase contacts, and retrieve email tracking events. These tools call core API capabilities so your AI assistants automate manual tasks across more areas of the platform.
Marketing: Personalize every moment of engagement across the customer lifecycle and drive growth for your business with the latest features and enhancements for marketing.
Budget Reallocation in Marketing Intelligence: Analyze campaign performance and get AI-powered recommendations for reallocating your daily budget. These insights help you optimize spending based on your campaign goals.
Get Data-Driven Recommendations for Campaign Performance (Beta): 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.
Data Management: Gain more control over your marketing data with expanded ingestion options, automated historical backfill, stronger health monitoring, and faster validation tools. These updates help you connect more sources, keep data current, spot pipeline issues earlier, and confirm that ingested data is ready for reporting.
Identify Expired Authentication Tokens in Connection Management: View the authentication and health status of Marketing Intelligence data source connections in one place. Identify expired tokens and affected pipelines, and reauthenticate connections without rebuilding them.
Review Recent Pipeline Run Success Rates: The new Last 30 Runs column shows how many of a pipeline’s last 30 runs completed successfully. Use this broader view to identify intermittent failures that can affect data freshness, even when the latest run succeeds. Open the failure details to review and reprocess failed runs.
Marketing Intelligence: Marketing Intelligence is a data and analytics platform that unifies marketing performance data and measures ROI across channels. In Winter ’27, we added more automation and visibility with expanded data ingestion, historical backfill, pipeline and connection monitoring, data validation, and AI-guided recommendations to improve campaign performance.
Backfill up to a Year of Historical Data from API Connectors: For supported API connectors, ingest up to one year of continuous historical data per request without managing repeated 30-day retrievals. Automated backfill manages data chunking and provider rate limits in the background, helping prepare data for year-over-year analysis and machine learning models. Available date ranges vary by provider.
Validate Ingested Data Faster with Pivot Tables: Explore raw values and validate ingestion results in a prefiltered pivot table opened from an existing data pipeline. Marketing Intelligence automatically creates the pivot table with data from the selected pipeline, reducing the need for spreadsheet workarounds.
Marketing Cloud Account Engagement: Take advantage of next-gen features in Marketing Cloud Account Engagement, including new Agentforce capabilities and enhancements to campaigns, audience management, channel support, and more.
Disable Email Open and Click Tracking: 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.
Next Gen Features: Account Engagement customers also get access to these Winter '27 Marketing Cloud Next feature enhancements. Get more out of campaigns with Agentforce, monitor and address email deliverabilty issues, and personalize content more effectively across channels. Plus, automate tasks based on customer behavior and events with completion actions.
Configure Your Login Allowlist Based on Recommended IP Ranges: Marketing Cloud Engagement tracks IP addresses used to log in to your accounts over the past six months and provides recommended ranges for your allowlist. After you review the suggested ranges, add IP ranges to your allowlist with a few clicks.
Skip Template Pre-Approval for WhatsApp Utility Messages with Direct Send: 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.
Prepare to Rotate Client Secrets for Installed Packages: All installed package client secrets that you haven’t rotated since March 25, 2026 expire on September 30, 2026. All client secrets generated after March 25, 2026 have a 180-day expiration period, beginning on the day they’re generated. In the days before each client secret expires, you receive email notifications and see banner notifications in Marketing Cloud Engagement.
Protect Your Integrations with Automatic Client Secret Revocation: If we detect specific security threats related to an API integration in your account, we automatically revoke the client secret for the installed package. For example, if we detect that a client secret is exposed in a public repository, we revoke it, notify admins by email, and display a notification message in Marketing Cloud Engagement. If a follow-up security review determines that the secret isn’t compromised, we automatically restore it. This feature is enabled by default. Admins can’t turn it off.
Connect Multiple Marketing Cloud Accounts to One Data Cloud Instance for WhatsApp: When you set up WhatsApp in Unified Messaging, you can link a phone number to a business unit in any of the Marketing Cloud Engagement accounts connected to your Data Cloud instance. You can run different WhatsApp journeys from separate Marketing Cloud accounts while sharing one Data Cloud instance and a single WhatsApp Business Account (WABA). Previously, you couldn't assign a phone number to a business unit in a different account during WhatsApp setup.
Enable Two-Way Conversations for Marketing Cloud Engagement Emails: Turn marketing emails into interactive two-way conversations. Recipients can now reply directly to your emails and receive real-time answers from an Agentforce agent. Add conversational logic to existing journeys by enabling conversational sender profile. Inbound replies thread automatically to preserve conversation context. When a recipient requests human assistance, the conversation routes to a human rep in the Omni-Channel inbox, who replies directly within the same thread. Get the conversational experience of Marketing Cloud Next on your existing journeys in Marketing Cloud Engagement.
Monitor Data Extension Access Events with Advanced Audit Trail: Advanced Audit Trail now indicates when a user or API consumer views data in a Data Extension for compliance with data privacy regulations such as GDPR. Use audit logs to see which users accessed subscriber data and when they accessed it.
Troubleshoot Decision Splits with More Data: 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.
Connect Marketing Cloud Engagement to Data 360 with Salesforce Go: Sync your Marketing Cloud Engagement account to Data 360 without navigating multiple setup flows. Salesforce Go consolidates the entire connection process, from deploying data streams and installing Marketing Performance Intelligence to mapping consent and configuring user access, into one guided experience.
Prevent Import API Jobs from Importing Stale Data: Use the maxFileAgeHours parameter in the Data Import API operation to prevent files from being imported if they weren’t created or modified within a specified period. When a developer includes this parameter in a request, Marketing Cloud Engagement checks the modified date of the file. If the difference between the modified date and current system time exceeds the maximum number of hours, the import doesn’t run. The system normalizes timestamps so that different time zones don’t impact the file age calculation.
Review Client Secret Statuses on the Installed Packages Summary Page: Review the status of active and staged client secrets for each installed package in your account on the Installed Packages page in Setup. For each package, the summary shows the revocation and expiration status for the client secret, the client ID, and the number of days since the last authentication call.
Avoid Duplicate Email Sends in Journey Builder: 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.
Identify Journey Issues on a Consolidated Dashboard: 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.
Reduce Duplicate Records with More Out-of-the-Box Match Rules: Build more complete customer profiles with less manual setup. The Marketing Cloud Engagement Identity Resolution ruleset now ships with additional match rules that use fuzzy name matching combined with normalized email, phone, and address fields. These rules identify records about the same person even when data contains typos, formatting differences, or alternate spellings.
Marketing Cloud Engagement+: Connect Marketing Cloud Engagement to Data 360 through a single guided setup in Salesforce Go. Build more complete customer profiles with less manual effort using additional Identity Resolution match rules. Enable two-way conversational emails with Agentforce agents.
Journey Builder and Automation Studio: Automation Studio activities now process filename replacement tokens regardless of letter case. Journey Builder can deduplicate email addresses to stop redundant sends, and the Journey Notifications dashboard provides a consolidated view of issues and warnings to streamline troubleshooting.
Messaging: Keep up with customers who hide their phone numbers using Business-Scoped User IDs, connect multiple Marketing Cloud Engagement accounts to a single Data Cloud instance, and catch Direct Send template category mismatches before they trigger account restrictions.
Security: Marketing Cloud Engagement introduces several security enhancements to help you protect your account and data. These updates include a consolidated security dashboard for monitoring health scores, logging of Data Extension access in Advanced Audit Trail, and support for phishing-resistant multi-factor authentication (PR-MFA) methods, such as Touch ID and Face ID. Admins can also manage login allowlists by using recommended IP ranges. Step-up authentication protects against unauthorized access by requiring admins to reauthenticate before performing critical security tasks. A summary dashboard provides at-a-glance information about the API client secrets for your installed packages, and client secrets are revoked automatically if they’re compromised.
Protect Against Phishing by Using Platform Authentication Systems: Strengthen security by using platform-based authentication systems, including Touch ID and Face ID on Apple devices, Windows Hello, or passkeys, to log in to Marketing Cloud Engagement. Platform authentication methods are considered phishing-resistant multi-factor authentication (PR-MFA) systems. Marketing Cloud Engagement also supports other PR-MFA systems, such as authentication with hardware-based devices such as Yubikey.
Prevent Filename Errors with Case-Insensitive Date and Time Tokens in Automation Studio: Data Extract and File Transfer activities now recognize replacement tokens in filename patterns regardless of letter case. Whether you use %%Year%%, %%year%%, or %%YEAR%%, the token resolves correctly instead of appearing as literal text in the filename. This change brings Data Extract and File Transfer in line with Import and Export activities, which already support case-insensitive tokens, and prevents file generation and matching errors.
Provision and Secure Proxied Custom Domains for Your Sender Authentication Package: Set up and protect custom domains for your Sender Authentication Package (SAP) that go through a proxy rather than routing directly to Marketing Cloud Engagement. When you configure a proxy for domains hosted by Marketing Cloud Engagement, end-to-end connectivity and security are verified automatically so you can manage domains without manual checks.
Reach WhatsApp Users with Usernames Using Business-Scoped User IDs: Maintain contact continuity with WhatsApp users when they hide their phone numbers with usernames. Import contacts with Business-scoped User IDs (BSUIDs), send outbound messages when phone numbers aren't available, and track message engagement across both identifiers. Marketing Cloud supports Meta's BSUID, which identifies users who enable username privacy.
Monitor the Security Posture of Your Account with the Security Dashboard: 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.
Update Single Sign-On Accounts to Use MFA: Accounts that use single sign-on must implement MFA systems with Authentication Method Reference (AMR) and Authentication Context Class Reference (ACC) claims. This requirement provides the highest level of security between your identity provider and Marketing Cloud Engagement.
Reauthenticate Using MFA for Security Tasks: Some critical actions, such as changing security settings for an account, require Marketing Admins to reauthenticate. This change doesn’t apply to orgs that use single sign-on.
Prepare for WhatsApp Service and Utility Message Pricing Changes: 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.
Accelerate Inventory Booking with Bulk Line-Item Creation: Book inventory faster by selecting multiple product rows from the advertising inventory calendar and adding them to a media plan in one action. Create line items in bulk, and aggregate slots into a single line item or split them by week or month. Eliminate manual, row-by-row entry and significantly reduce media plan build times to speed up proposal delivery.
Media Cloud: Streamline Request for Proposal (RFP) responses with automated intake and AI-generated summaries. Plan and sell out-of-home campaigns with map-based inventory search and unified pricing. Build targeted in-store campaigns by using location, product, traffic, and demographic data. Help your media planners associate sponsored products directly with media plan line items to highlight the exact retail products advertisers want to promote. Book multiple inventory selections in bulk, and apply Data 360 audience segments to media plans for precise targeting with less integration overhead. Help media planners work faster with a customizable advertising inventory calendar that provides accurate status colors, UTC dates, default templates, and custom validation messages. Protect finalized media plans from accidental or unauthorized changes by making plans read only for specific quote statuses. Explore Agentforce Media capabilities in Salesforce Go.
Accelerate Ad Catalog Setup with an AI Agent: 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.
Build Ad Inventory Datasets Headlessly with AI Agents: 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.
Discover Ad Products and Check Availability Faster with AI: 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.
Optimize Media Sales Configuration with AI Developer Tools: 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.
Configure Proposals and Media Plans with AI Assistance: 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.
Configure Request for Proposal Document Intake with an AI Agent: 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.
Maximize Retail Impact with In-Store Media Campaigns: Help your media planners target audiences directly within physical retail environments. Map store locations, select ad formats such as end caps, and use sponsored products to link physical ad space to in-stock merchandise. By filtering stores based on foot traffic or demographics, your planners can build strategic in-store campaigns that drive results.
Accelerate Media Planning with an Enhanced Inventory Calendar: 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.
New and Changed Connect APIs: Use the new and changed resources available with Agentforce Media to address your business requirements.
Drive Ad Revenue with Out-of-Home Campaigns: Target audiences in the physical world by building campaigns specific to out-of-home (OOH) advertising. Your media planners can now search for physical ad inventory—billboards, transit shelters, and street furniture—by proximity to points of interest (POIs) directly within the Quote-to-Order flow. Interact directly with a map view to inspect precise billboard details and locations. Prevent double-booking and enforce brand governance by using real-time capacity management and product-level attribution. Price and sell digital and physical media packages in a single unified cart by combining omnichannel bundle discounting via Salesforce Pricing with OOH pricing models.
Expedite Media Plan Delivery with Custom Quote Line Groups: Reduce the manual overhead that slows plan delivery and client review cycles by organizing complex converged plans by media type, flight period, or creative strategy. Create, name, describe, reorder, and delete any number of custom group containers directly within a media plan by using a dedicated interface. Deliver highly organized, professional plans to your clients faster.
Prevent Changes to Finalized Media Plans: 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.
Boost Win Rates with Request for Proposal Management (Generally Available): Win more deals by streamlining your Request for Proposal (RFP) response process. Centralize the full RFP lifecycle within Salesforce to replace fragmented, manual workflows. Receive RFPs directly from your email, upload documents up to 10 MB, and extract specific fields. Use generative AI to structure client goals, budgets, and due dates into an editable RFP summary automatically.
Discover Agentforce Media Features with Salesforce Go: Discover Agentforce Media features from a single location via Salesforce Go. Learn more about these products and understand their business value by accessing curated content resources and links directly in the app.
Drive Promotions with Coupon Codes: Issue coupon codes that unlock promotional discounts when customers redeem them. Create multiple codes for a single promotion, set redemption limits per buyer or across all buyers, and track usage to control campaign reach.
Model Product Dependencies Without Bundling: Use the Relies On relationship type to model dependencies between products and classifications while preserving each product’s price, term, and lifecycle. When a sales rep adds a product with a Relies On rule to a quote or order, Salesforce links it to an eligible related product. If multiple products qualify, the sales rep selects one. The relationship carries forward from quote to order to asset and persists through amendments, keeping product dependencies accurate throughout the customer lifecycle.
Protect Campaign Profitability with Promotion Groups: Control which promotions coexist on the same product and their priority order. Organize promotions into groups and subgroups to determine whether offers stack or only the first eligible promotion applies. Prevent customers from combining incompatible offers while maintaining strategic bundled discounts.
Expand Subscription Sales with Partial-Term Discounts: Offer partial-term discounts on subscription products to attract customers. Your sales reps can define specific benefit durations and view time-based adjustment breakdowns across the subscription lifecycle. Set commitment periods to prevent customers from reapplying or combining non-stackable discounts.
Increase Campaign Impact with Sponsored Products: Specify the exact retail products that your advertisers want to highlight by associating sponsored products directly with media plan line items. Eliminate error-prone manual product entry to scale your retail media business without operational overhead. Support both in-store and digital advertising scenarios by clearly linking brand-specific products to your ad placements.
Optimize Ad Targeting with Data 360 Audience Segments (Beta): Deliver highly targeted campaigns by applying first-party Data 360 audience segments directly to media plans. Eliminate manual metadata imports and redundant local storage by automatically mapping Data 360 Segment IDs to downstream ad server IDs on order submission. Build a precision-targeting foundation on your own first-party data and significantly reduce custom integration overhead.
Bring Your Own Channel: Improve the experience for reps and messaging end users by exploring the latest enhancements and updates for Bring Your Own Channel for Messaging and Bring Your Own Channel for Contact Center as a Service (CCaaS).
Find Transfer and Conference Destinations with Clearer Labels: Choose from clearer destination options when transferring a conversation or starting a conference in Bring Your Own Channel. The Transfer Conversation destination list now includes External contacts instead of Others. To align with recent terminology updates, all Messaging channel transfer and conference destinations also include Reps instead of Agents.
Delete Conversation Data Directly from Flow or Apex: 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.
Create and Deploy an Enhanced Chat Channel with AI Skills: 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.
Messaging: Explore the latest enhancements that empower reps and supervisors to more efficiently and effectively resolve customer issues over Messaging channels.
Capture WhatsApp Flow Responses Submitted After a Messaging Session Ends: When a customer submits a WhatsApp Flow form after their messaging session ends, Salesforce now captures the response instead of discarding it. The response saves to the designated record and appears in the Service Console as a reply to the original form request. Previously, a form response submitted after the session ended wasn’t captured, so the customer’s input didn’t reach your team.
Simplify Manufacturing Sales Order Pricing with Advanced Calculations: Calculate precise prices directly on manufacturing sales orders using enterprise-grade pricing capabilities. Configure the pricing engine to mirror your ERP system's logic, supporting over 35 pricing calculation types, including customer hierarchies, volume discounts, promotions, and surcharges, to eliminate manual calculations and ensure invoice consistency.
Build Manufacturing Ready Agents in the New Agentforce Builder: Design agents faster with AI assistance built right into the workflow. The Asset Service Management and Industries Sales Concierge agents are now available in the new agent builder, which uses 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 manufacturing agents move to the new builder in upcoming releases.
Agentforce for Manufacturing: Scale operations and increase productivity with Agentforce for Manufacturing. New AI-driven capabilities empower sales teams to collaborate in Slack using the Industries Sales Assistance agent template and accelerate warranty claim adjudication through the Warranty Claims Adjudication agent. With the new Agentforce Builder in Agentforce Studio, teams can easily build, customize, and deploy AI agents tailored to their needs.
Optimize Asset Service Management Operations: Improve field efficiency by creating crew timesheets across date ranges, resolving date conflicts, and tailoring field visibility and vehicle selection by user profile. Accelerate revenue with fast, error-free upsell and cross-sell quoting powered by Agentforce. Track unusable inventory separately to reflect damaged, expired, or lost stock while keeping available stock levels accurate.
Streamline Rebate Processing with Advanced Accrual and Payout Management: Optimize rebate and accrual operations by leveraging the Data Processing Engine (DPE) on Data 360 to model granular calculations that match real commercial agreements, including flat, tiered, and growth-based structures. The new capabilities automatically handle mid-period rate or benefit updates, adjusting accruals and payouts dynamically to eliminate manual rework. This gives Finance teams a clear, at-a-glance view of accrual summaries while efficiently generating accurate, auditable rebate payouts at scale.
Close Deals Faster in Slack with Industries Sales Assistance: Get your AI agent and CRM data right into Slack, the workspace your team already relies on. Your sales team can use simple conversational prompts to search products and parts, check pricing, locate distributors, and move deals forward by creating opportunities and quotes, requesting trade-ins, and drafting customer emails. With account intelligence and AI-powered next best actions surfaced directly in Slack, field reps and managers can respond faster, reduce context switching, minimize administrative work, and spend more time closing deals.
Streamline Manufacturing Orders with Guided Order Capture: Confidently handle complex order specifications and dynamic pricing without risking billing or fulfillment errors. Use guided workflows with integrated pricing, reusable order specifications, assortments, and multi-unit-of-measure conversions to ensure correct billing and delivery roles across manufacturing orders.
Set Up Industries Sales Concierge Agent with a Single Click: Install the Industries Sales Concierge Agent bundle to set up the metadata and sample records required to work with the Industries Sales Concierge Agent. The bundle enables the pre-requisite features, lets you assign permission sets, installs the required metadata and sample data, and gives you a single view of all the setup steps along with the enablement links. This setup is available only to the employee-facing (Agentforce Employee Agent) side of Industries Sales Concierge agent.
Assess Manufacturing Account Health and Retention Risk: See which accounts need attention and which are ready to grow, at a glance. Review planned business at a glance, identify which accounts need follow-up for incoming orders, and separate high-performing accounts from those at risk of churn. Relationship length and customer lifetime value help you prioritize retention and growth.
Tableau Next for Manufacturing: Accelerate decision-making across manufacturing operations with Tableau Next Apps. Manufacturing Insights delivers data-driven dashboards that give clear visibility into account performance, product demand, and pricing through embedded analytics. Use the Account Performance Insights to identify revenue gaps, spot churn risks, and evaluate overall account health to prioritize high-value retention and growth. The Product Demand Insights tracks planned versus actual demand across accounts, enabling you to spot sales trends early and align supply with market demand. Pricing Insights help you evaluate price elasticity, analyze account discount ranges, and measure price sensitivity to protect margins during negotiations.
Keep Manufacturing Orders on Track from Booking to Fulfillment: Monitor every order tied to an account across its lifecycle with the Account Insights Order Status dashboard. Spot at-risk or stalled orders, see which ones need attention first, and follow up before fulfillment slips. Key account managers stay ahead of order issues and keep commitments on track.
Benchmark Manufacturing Pricing and Elasticity Across Accounts: Walk into a pricing negotiation knowing exactly how much room you have. Compare a product's price for one account against all accounts, and review price elasticity across accounts. Understand discount flexibility and how price changes affect demand before you negotiate.
Align Demand Plans with Product Demand Insights: Build demand plans based on actual demand, not just best estimates. See which products and accounts are driving the highest planned and forecasted order volumes, so teams can prioritize inventory allocations and procurement ahead of need. Give demand planners a clear, forward-looking view to balance supply with expected orders and make more informed planning decisions.
Compare Planned vs. Actual Product Demand Across Manufacturing Accounts: Know which products are winning and which accounts are behind plan, without building the report yourself. Identify top-selling products, see which ones trend up or down for your accounts, and find the accounts contributing most to a product's sales. Compare actual demand against plan to measure demand realization and surface the accounts behind any shortfall.
Accelerate Manufacturing Warranty Claim Adjudication with Agentforce: Give adjudicators and underwriters an AI assistant that clears the queue faster and catches risk earlier. Built to assist claim adjudicators and warranty underwriters, the agent summarizes queue volume, aging, and pending liability, and ranks open claims by value, age, and complexity. It also flags fraud risks such as duplicate serial numbers or repeat asset failures, audits claims for missing fields, coverages, and attachments, and drafts Requests for Information (RFIs) for the adjudicator to send. Human experts stay in full control of every decision.
Accelerate Warranty Claim Refunds with Automated Parts Returns: Initiate and manage warranty and recall parts return requests with a guided, pre-built service process. Distributors can now return faulty parts to the Original Equipment Manufacturers (OEM) within Manufacturing. This prebuilt process standardizes the return and refund workflow, reducing manual effort and improving accuracy across dealer operations.
Migrate to the Data 360 Engagement Timeline: The Data Cloud Profile Engagements widget is at its end of life and is being replaced by the Data 360 Engagement Timeline, a new component that can be configured in the Lightning App Builder interface to display up to 10 different types of engagement data. Start using the new widget to display engagement data on Account, Contact, Lead, Person Account, and Prospect records.
Build and Clone Marketing Lists Directly from Your Workflow: Import a list from the campaign record or directly from the Actionable List object home. Plus, clone an existing list along with its members — all from where you already work.
Add New Fields and Individual Records Easily to Marketing Objects: To make quick corrections, add test data, or capture one-off entries, add fields to your marketing objects and enter individual records directly in Data Explorer. Add fields to empty or data-populated objects and modify field properties without affecting existing data. To enter a small number of records, skip the CSV upload and enter values directly.
Agentforce: Agentforce introduces two new marketing agents that automate personalized campaigns from strategy to content creation, as well as a new agent for handling high-volume lead generation and nurturing. Marketers maintain full visibility and control as the agents handle campaign orchestration and on-brand content generation across channels.
Create Agentic Campaign-Ready Content Instantly: Generate, refine, and publish personalized, on-brand content and images for email, SMS, MMS, and RCS campaigns in a collaborative AI workspace. To align with campaign goals and branding, ground content in your marketing briefs, customer data, and brand guidelines. Teams can review and approve content before publishing.
Run Self-Optimizing Agentic Campaigns: Agentic campaigns take the complexity out of personalized marketing by selecting the right campaign, channel, content, and timing for each individual customer. Marketers get full visibility into what the agent is doing, with the ability to define how much it handles autonomously.
Development & APIs: Extend Marketing Cloud Next with developer tools for content and messaging. Use REST API to create, manage, and search CMS content across email, SMS, WhatsApp, and mobile app channels. Send emails to one or more recipients programmatically with the new Direct Email Send API.
Audiences: Create new actionable lists directly from a campaign and update consent data with a record-triggered flow. Plus, get improved preference page customization.
Analyze B2B Marketing Impact with Ready-to-Use Dashboards: 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.
Keep Your AI Agents and Teams on Brand with Brand Center: Establish a single source of truth for your brand's identity, voice, tone, and visual style by building a unified brand kit in Brand Center. When activated, the kit makes sure that agents and content creators maintain consistency, grounding all interactions in your brand standards. Through content syndication, your brand kit is globally available and can be consumed across any workspace in Salesforce.
Turn Marketing Leads into Qualified Sales Pipeline with the Buyer Engagement Agent: 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.
Campaigns and Flows: Speed up workflows for your marketing team with completion actions, and improved visibility into campaign status and performance. Plus, get quick access to custom flow templates from the campaign record.
Keep Tabs on Campaign Content and Performance Metrics: Get an at-a-glance view of how a campaign is doing across channels with the new campaign overview. Go from overview to detail and trace how each piece of content is used, so you always know where your campaign stands.
Channels: Send more effective RCS messages and report on their performance with expanded channel support and tooling. Target audiences on mobile with flash messaging, and reach WhatsApp customers with usernames when their phone number isn't available.
Choose the Best Content with Recommenders: 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.
Automatically Update Consent Data in Record-Triggered Flows: Use the Consent Request flow action in record-triggered flows to automate processes and manage consent more efficiently. For example, opt new leads into certain emails. Or, opt contacts out of a specific communication subscription when their related opportunity record is closed.
Delete Content and Folders in Bulk in Marketing Workspaces: Clean up your marketing workspace by deleting folders and content, including published content, in bulk. Previously, you could delete only one unpublished content item at a time from the content detail page.
Content Management: 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.
Reporting and Analytics: More powerful reporting is now at your fingertips with B2B Analytics for Marketers. Plus, get SMS performance metrics when you view an active flow, and enjoy improved click rate reporting with bot detection.
Import a Data Extension into a Marketing Object: 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.
Show or Hide Dependent Form Fields Based on User Input: 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.
Customize Content with Newly Supported AMPscript and Handlebars Functions: Do more with your marketing content with expanded support for AMPscript and Handlebars functions. Manage content in marketing objects by building rowsets, looking up rows, and claiming rows. Build more sophisticated personalization logic by using regular expressions. Create MD5 and SHA512 hashes to avoid sending sensitive content as plain text. Monitor the performance of specific areas in messages by creating impression regions.
Create and Manage Content Programmatically Using Connect API: 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.
Distribute Unique Coupon Codes in Your Marketing Messages: Acquire new customers and improve sales with unique coupon codes. Marketers can create a list of unique coupon codes, assign one to each recipient, and deliver it through any Marketing Cloud Next messaging channel.
Distributed Marketing and Alerts: Strengthen brand consistency with required phrases and character limits, and deliver approved email templates faster with prebuilt flow templates. Non-marketing users can find relevant templates with a dedicated agent, personalize multiple emails in one send, and scale outreach.
Add Approved Attachments to Email Templates: 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.
Launch Distributed Marketing and Alerts from Custom Lightning Web Components: 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.
Define Content Requirements for Distributed Marketing and Alerts: When setting up email templates, marketers can now set approved phrases as required so users choose one before sending. They can also prevent users from going over a certain character limit within an unlocked text block.
Deliver Email Templates Faster to Non-Marketing Users: Skip complex, manual configuration and get templates to non-marketing users sooner. Start from a prebuilt flow template that includes a Distributed Marketing and Alerts automation event and the necessary logic.
Email and Messaging: Test personalization content in emails by previewing as a recipient, fix tracked links in sent emails, and get more language support for email content. Use recommenders to personalize images that you include in emails, and monitor and fix deliverability issues in real time.
Archive High-Volume Emails in Your Own Cloud Storage: 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.
Archive Outbound Emails with Compliance BCC: Send a copy of every outgoing email to a designated email address for archival and regulatory purposes. Configure a default blind carbon copy (BCC) address at the org level. You can also control whether individual campaigns can override the setting. Each email sent to a carbon copy (CC) and BCC recipient consumes a Salesforce Message Credit.
Fix Email Deliverability Problems with Step-by-Step Guidance: Stay ahead of deliverability issues with guided steps that show you what to fix and where to start. When a deliverability metric degrades, the Recommendation Details panel shows you the root cause, the affected campaigns, and numbered remediation steps ordered by impact. Resolve issues faster, without opening a support case or needing deliverability expertise.
Fix Tracked Links with Post-Send Link Editing: If a marketer must change a tracked email link, Salesforce Customer Support can now update the destination URL directly by using an internal support tool. No resending or engineering workaround required. Changes apply to all sends of that published content version and take effect for subsequent clicks within approximately 5 minutes. If a link contains a merge field, it’s redirected to one static URL. All edits are audited with user, timestamp, and old and new values.
Route Outbound Emails Through Your Own Mail Servers: Meet compliance mandates by routing marketing emails through your own mail servers instead of the public internet. Configure an email relay, assign sending domains, and authorize IP addresses. To maintain deliverability, email relay supports the full delivery lifecycle, including bounces, replies, and complaints.
Send High Throughput Flash Messages to Targeted Mobile Audiences: Send high throughput messages to mobile app users with flash sending, which supports up to 5 million messages in 90 seconds. You can now segment users by custom attributes, such as interests in politics or sports, to subscribe them during device registration. When you send a flash message, select your target audience to make sure that every user receives relevant content.
Use Custom Flow Templates from a Campaign: Save time when you use a custom flow template with a campaign. Create a flow from a custom flow template and relate it to a campaign with a single click—no manual linking required. On the campaign record, use the Browse Templates option to select a custom flow template. Previously, using a custom template required marketers to create the flow and campaign separately and manually link the records.
Set Up Marketing Cloud Next in One Place with Salesforce Go: Complete your entire Marketing Cloud configuration from the Initial Setup page in Salesforce Go without switching between multiple setup screens. Install the marketing app, deploy data streams, complete prerequisites, and configure Identity Resolution. Filter by Channels, Einstein, Optimization, or Analytics to find specific capabilities quickly.
Centralize Your Web Tracking and Consent Banner Setup: On a new page in Salesforce Go, set up and configure web tracking across your marketing landing pages and external sites faster. To protect the privacy of your site visitors, create a custom banner to collect consent to track their activities. Learn more about these features and get help with configuration by using the resources and links within Salesforce Go.
Monitor Performance of Content Blocks with Impression Region Tracking: Assess how specific content choices impact engagement by defining impression regions in a piece of content. For example, track how a paragraph performs or track two variations of text for the same button. Create custom reports for tracked regions. Metrics include the number of impression regions per send, total clicks and unique clicks per region, and click rate per region.
Landing Pages and Forms: Elevate personalization for forms and landing pages with custom HTML, Handlebars, and AMPscript, and manage site configurations more efficiently through a centralized Marketing Sites tab. To customize visitor experiences, connect your forms and landing pages to a wider range of data sources.
Launch Retail Journeys Faster with Prebuilt Triggers and Flow Templates: Configure prebuilt triggers for the most common retail use cases. Marketers can then use the related flow templates to reach shoppers at key milestones. Each template combines the content, the flow, and the rules for who receives the message.
Skip the Wait When Sending Emails to Contact and Lead Lists: Send promotional, transactional, or relational emails to your Contact and Lead lists without the extra processing step it used to require. Previously, sending emails from lists required creating a Data 360 segment, which introduced delays and occasional failed sends. The redesigned List Sends experience also brings the initial message configuration and audience selection steps into a single page. Design your message without clicking through separate pages or losing your place.
Track Link Engagement with UTM and Custom Link Parameters: 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.
Automate Follow-Up Tasks with Marketing Completion Actions: Reduce flow configuration time by adding marketing completion actions. For example, add a completion action to notify a user, or assign a lead to a specific user or queue. Previously, you configured separate flow logic for each outcome.
Load and Query Marketing Object Data at Scale with Bulk API: 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.
Test Marketing Object Changes in a Sandbox and Sync with Data 360: 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.
Build a Marketing Object Schema from Scratch: 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.
Track Mobile Push Performance in Your Content Performance Dashboard: View push performance alongside email, SMS, and WhatsApp data in one place with the Mobile Push tab. KPI cards show key push metrics, each with a period-over-period percent change. Use the Platform filter to compare iOS and Android results, or scroll to the Engagement table and filter by Date Range or Campaigns to review individual activity.
Monitor Email Deliverability Health and Receive Automatic Alerts: Track your email program's health with a 0–100 Email Deliverability Health Score and receive automatic alerts for key metrics that enter warning or critical ranges. The dashboard surfaces the issue and the affected campaigns, so you can act before mailbox providers start filtering your emails.
Notify Shoppers About New Products in a Top Category: Turn on the New Product in High-Engagement Category trigger so marketers can automatically send messages when a product is added to a category that shoppers engage with most.
Extend Marketing Cloud Next Access to Platform Plus Users: Marketers with a Platform Plus user license can perform all marketing workflows, including campaign creation and email sends. Assign the Marketing Cloud Manager and Data 360 permission sets to grant users access to campaigns, contacts, leads, and more than 30 custom objects.
Marketing Planning and Operations: Run marketing as one connected operation, from strategy to results. Build a planning hierarchy and align programs and campaigns to their business objectives. Set goals that cascade down to programs and campaigns and automatically roll up goal results across all hierarchy levels. Enforce brand and compliance standards, execute with reusable tactics, and move work forward with tasks, approvals, and Slack. See the whole plan on a calendar and watch results roll up to your company's targets. Marketing Planning and Operations is available with Marketing Cloud Next Advanced.
Turn Marketing Strategy Into Executable Plans with Agentforce: 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.
Connect Campaigns to Programs and Goals They Support: 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.
Scale Operations with Built-In Compliance, Easy Coordination, and Unified Calendar: 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.
Execute Diverse Strategies with Goal-Driven Marketing Programs: 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.
Simplify Marketing Planning and Operations Discovery and Setup: 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.
Test Personalized Content as Any Recipient: 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.
Do More with RCS Messaging in Marketing Cloud Next: 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.
Reach WhatsApp Recipients with Usernames via Business-Scoped User IDs: Maintain contact continuity with WhatsApp users when they hide their phone numbers with usernames. Import contacts with Business-scoped User IDs (BSUIDs), send outbound messages when phone numbers aren't available, and track message engagement across both identifiers. Marketing Cloud supports Meta's BSUID, which identifies users who enable username privacy.
Republish Your Marketing Cloud Next Landing Pages (Release Update): Your Marketing Cloud Next landing pages may be hosted on infrastructure that’s out of date. When you republish a page, your content automatically moves to the currently supported infrastructure. The content on the page remains as is.
Marketing for Retail: Configure retail triggers so marketers can launch ready-made journeys for milestones, reengagement, and replenishment. Drive new customers and sales by delivering a unique coupon code to each recipient.
Reuse Agentic Content Blocks in Email, SMS, MMS, and RCS: 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.
Build Personalization Once and Reuse It Across Every Channel: 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.
Manage the Sales Data Kit Independently: The sales data kit is now an optional, on-demand component in Marketing Cloud Next setup. Previously bundled with required marketing data kits, it has its own dedicated section so you can choose if and when to deploy it. You can also manage its updates independently from your other data kits.
Personalize Content in Channels with Scripting Support: Use AMPScript and Handlebars scripting to build personalized, dynamic content in your SMS, WhatsApp, RCS, in-app, and push notification messages. Type scripting expressions directly into the text areas of each channel builder, and reference personalization strings and data extension fields to tailor content to each recipient.
Setup and Admin: It's easier than ever to enable and manage features in Marketing Cloud Next with Salesforce Go. Enjoy more control over marketing objects, streamline your web tracking setup, and more.
Measure Accurate SMS Click Rates with Bot Click Detection: View real customer engagement with the SMS click rate metric that separates human clicks from automated bot activity. With new human-verified and bot-generated click metrics in Data Cloud, you can report on true customer interest and configure your SMS and MMS flows to respond only when a real person taps a link.
Track SMS Flow and Engagement Metrics in Flow Builder: Monitor performance metrics for your Send SMS Message flow element without leaving Flow Builder. Open an active SMS flow and select the Analytics tab to see run metrics such as total runs, average duration, and a success-versus-error breakdown. You can also view SMS engagement metrics, including SMS sends, delivery rate, click-through rate, and opt-out rate.
Answer Unmatched Inbound SMS and WhatsApp Messages with a Default Response: Keep every conversation active by automatically replying with a default message when an inbound SMS or WhatsApp message isn’t a part of a consent request, ongoing conversation, or flow keyword match. Define a friendly fallback message to guide users toward the next step, or choose to leave unsolicited messages unanswered.
Localize Emails Faster with Built-In Language Variants: Marketers can now manage multilingual email content directly in Email Builder without disrupting layout. Translate an email into a target language using a built-in agent, and refine each variant in the component, code, or text view. Confirm that localized content looks right for each variant before sending.
Target Marketing Triggers More Precisely with New Configuration Options: Help your marketers reach the shoppers most likely to convert. Refine who qualifies for a trigger by setting custom inactivity criteria, excluding shoppers who have already purchased, and filtering for high-intent shoppers based on product page visits. Match triggers to your own data with configurable engagement values and channel mapping.
View an Email as a Web Page: Give recipients a better viewing experience by adding a link to a secure, web-based version of your email. This personalized link resolves at send time to your branded domain, making sure that recipients see your content exactly as intended, right in their browser.
Prepare for the WhatsApp Account Model Update: 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.
Mobile: Mobile release notes now appear in a dedicated Platform section, making it easier to find infrastructure, API, and foundational updates.
Enable Agentforce Voice for Employee Agents in the Salesforce App (Generally Available): Employee agents in the Salesforce app can now hold voice conversations with your users, giving field teams a hands-free way to handle two common moments: Pre-Visit Prep and Post-Visit Updates. Turn on Agentforce Voice for an agent by adding voice settings directly in the agent — no additional connection setup is required. Once enabled, your users see a voice option in the Salesforce app, with built-in mute and end-call controls for use while driving.
Create Native Mobile Apps for Employees and Customers with Agentforce (Generally Available): 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.
Salesforce Mobile App: Stay productive on the go with new mobile features designed to simplify your workday. You can now follow up on meetings effortlessly by using AI-generated suggested next steps, while hybrid cloud and on-device AI audio processing ensures that every detail is captured reliably. Also, with Post-Meeting Voice Notes built into the Salesforce mobile app, you can record critical post-meeting context right when you need it.
Leverage Hybrid Cloud and On-Device AI Audio Processing: Capture every meeting detail reliably by using hybrid Cloud and On-Device audio processing for In-Person Meeting Assistant and Post-Meeting Voice Notes. This option uses Cloud AI by default for maximum accuracy and broad language support, then automatically falls back to On-Device AI during connectivity loss to keep your transcription running smoothly.
Control Which External Domains Can Frame Your Visualforce Pages: 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.
Use the Login for Admin Option in the Salesforce Mobile App for Secure Access: Meet new security requirements with ease using the Login for Admin option in the Salesforce mobile app. This new menu option enables phishing-resistant multi-factor authentication (MFA) by using advanced, browser-based authentication. When you log in as an admin, you can use passkeys: the fastest and most secure way to access your org. Simply enter your username, and the app prompts you to verify your identity with a passkey or password.
Launch a Native Agentforce Panel in Mobile Publisher Apps: In Mobile Publisher apps, the mobile floating action button now opens a native Agentforce panel through the Embedded Messaging component. This behavior replaces the web-based Messaging for Web mobile flow, so your users get a faster, more integrated in-app experience that matches the surrounding native app.
Accelerate Meeting Follow-Ups with AI Suggested Actions: Move customer conversations forward with AI-generated suggested next steps. After a meeting transcript is available, the Salesforce mobile app presents a meeting summary, key decisions, and contextual next steps directly on the event record. You can review follow-up recommendations such as sending requested materials, updating an opportunity, or scheduling another meeting.
Mobile: Boost productivity on the go with new mobile features. Easily follow up on meetings with AI-suggested next steps, backed by reliable hybrid cloud and on-device AI audio processing. Record key post-meeting context directly in the Salesforce mobile app using Post-Meeting Voice Notes. Plus, Mobile Publisher users can access a faster, native Agentforce chat experience straight from the floating action button.
Capture Post-Meeting Insights with Voice Notes: Get critical, post-meeting context on the go with Post-Meeting Voice Notes in the Salesforce mobile app. You can record a quick voice note immediately after any meeting that wasn’t transcribed. Because it’s a single-user feature, there’s no need for verbal consent workflows. The app automatically attributes the audio to the logged-in user and handles transcription entirely on-device, syncing the text directly to Einstein Conversation Insights.
Mobile Publisher: Give your Mobile Publisher app users a faster, native Agentforce chat experience, launched right from the floating action button.
Update Your Mobile Publisher App for Stronger Mobile Security: 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.
Update Your Branded App for Stronger Mobile Security: 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.
Access Your Schedule Hands-Free with Siri Shortcuts: 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.
Screen Rotation Now Supported on Android 17 Tablets: 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.
Modify Request Details After Submission: Speed up fulfillment and give requestors and fulfillers the flexibility to update field values as needed. When designing service processes, you can decide which attributes are editable in each status, and who can edit them. These settings make sure that updates happen within defined boundaries while the requests are active.
MuleSoft: Use the MuleSoft Anypoint Platform suite of products to connect and integrate apps, systems, and data across your enterprise. Streamline operations by building and automating processes with clicks instead of code.
Net Zero Cloud: Engage suppliers directly in sustainability reporting with a self-service portal where they submit data and complete scorecards.
Set Up Pipeline Management Field Updates Faster in Salesforce Go: 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.
Nonprofit: Learn about the latest features from Agentforce Nonprofit that boost productivity throughout your organization. Support fundraising, programs, grantmaking, outcomes, and volunteers with the latest CRM capabilities. Nonprofit Cloud is now Agentforce Nonprofit, although you’ll still see references to Nonprofit Cloud in Salesforce applications and documentation.
Simplify Program and Case Management Feature Setup: Configure Program Management, Case Management, and Outcome Management features with detailed, step-by-step guidance in Salesforce Go. Complete the entire setup process from a single page without navigating away. You can also track feature usage and access content resources to get started quickly.
Make Smarter Decisions with the Offer Analytics: 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.
Create Offers and Promotions from Briefs with Agentforce: Use Agentforce to ideate on appropriate promotions and offers from campaign briefs. Agentforce drafts every aspect of promotions and offers, including audiences, eligibility criteria, reward rules, and channel treatments. Preview the generated suggestions and collaborate with your stakeholders and adjust them to match the campaign's exact intent. Once everyone is aligned, create the final promotions and offers.
Find Data Kits Easily with the New Real-Time Offer Management Name: We renamed the Global Promotions Management data kit to Real-Time Offer Management to better align with its underlying capabilities. This data kit makes it easy to map your Global Promotions Management and Offer Management objects to Data Cloud.
Create and Manage Promotions and Offers from Your Experience Cloud Site: Give Experience Cloud site users the same guided experience your marketing managers use to build promotions and offers— right from an Experience Cloud site. Once saved, records appear on the Offer, Offer Treatment, and Promotion record pages, so community site users can track and manage everything they've created.
Show Personalized, Real-Time Offers in Your Mobile Apps: Connect your iOS and Android apps to Real-Time Offer Management APIs by using the Mobile SDK. Show tailored promotions to your mobile users during active sessions. Review updated sample apps for a reference implementation.
Control Which Offers Appear in Offer Personalised Recommendations: 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.
Set Up Offer Management Faster with Salesforce Go: Set up Offer Management faster and more consistently with a guided Salesforce Go experience. Complete key user-access, Data 360, and data kit tasks in one flow, and automatically create and map Offer Treatment record types and page layouts. Reduce manual configuration, avoid missed setup steps, and get your teams ready to launch offers sooner.
Personalize SMS, Push Notifications, and WhatsApp Messages with Offer Treatments: Configure offer treatments once in Offer Treatment Designer, then bring its details into SMS, push notification, and WhatsApp messages. When you update an offer treatment later, every message reflects the change automatically using its values.
Complete Order Management Tasks with AI Tools: Use an AI agent to set up Order Management and complete common Order Management tasks conversationally, such as finding and canceling order items. Use the agent to cancel items in an order, quote a delivery date, or check and correct a SKU's inventory. Describe the goal in your own words. You review and confirm each change before the agent applies it.
August 2026: These Order Management features are available as of August 2026.
Preview Order Delivery Estimations: Use the delivery estimations preview to predict when items and orders will be delivered, using conditions such as locations, shipping methods, and specific date ranges. You can also preview when a Buy Online, Pickup In Store (BOPIS) order will be available for pickup.
Monitor Order Risks and Delays with Order Analytics: Get real-time visibility into active order workflows, delays, and financial risks across your fulfillment network. Order Analytics brings together summary metrics, status breakdowns by fulfillment location, and root-cause analysis for cancellations and returns.
October 2026: These Order Management features are available as of October 2026.
September 2026: These Order Management features are available as of September 2026.
Track Fulfillment Object Fields: Track up to 20 fields from fulfillment orders and fulfillment order products in the Field History Tracking page.
Set Up Omni-Channel with a Guided Skill Workflow: Set up Omni-Channel faster with the service-omni-channel-setup-coordinate skill, which guides you through configuring routing, queues, users, presence statuses, permissions, and supervisor access in one workflow. The skill detects and reuses your existing configuration and creates what's missing where supported.
Routing: Save time and effort by automatically routing work items with Omni-Channel. Take advantage of the latest features to achieve optimal results.
Gauge Your Backlog with the Backlog Component: Get a unified view of all backlogged work waiting to be routed to service reps with the Backlog Lightning App Builder component in Command Center for Service V2. See skills-based, queue-based, and direct-to-agent-based work items and their wait times in a consolidated list view.
Monitor Service Reps with the Service Reps Component: Get a comprehensive overview of your service reps' real-time status and current work with the Service Reps component in Command Center for Service V2. Monitor your team's presence, capacity, workload, and active work distribution in a single consolidated list view.
Omnistudio: Omnistudio provides a comprehensive, low-code suite of services and components, designed to build engaging, industry-specific digital experiences. It accelerates the path from development to production, enabling you to create guided customer interactions by using data from Salesforce and external sources.
Simplify Omnistudio Component Deployments with Clean Metadata: Use Clean Metadata Deployment to manage and deploy Omnistudio components with the same tools and processes you already use for standard Salesforce metadata. Deploy them by using Salesforce CLI, change sets, and first-generation (1GP) and second-generation (2GP) packages in the same pipeline as your Lightning web components, flows, Apex classes, and similar metadata. Each component exposes a single version, dependencies are detected automatically, and source files use clean, version-agnostic names. Previously, deploying Omnistudio components required extra steps to work around the limitations of the old metadata.
Reuse Autolaunched Flow Logic Across Your Flexcards (Generally Available): Set an active autolaunched flow as a Flexcard data source or invoke a flow directly from a Flexcard action. Reuse existing autolaunched flow logic across your Flexcards to keep business logic centralized. The autolaunched flow data source is available in the Omnistudio standard designer.
Run Flexcards and Omniscripts Offline on Mobile Devices: Keep field work moving in areas with poor or no connectivity. Your mobile users can open, complete, and submit Flexcards and Omniscripts entirely offline, without waiting on live server calls or timing out in remote locations. Data operations, input validations, and calculations run on the device. Completed actions queue locally and sync to Salesforce in sequence after a connection returns.
Omnistudio for Industries: Many Industries products include access to Omnistudio features. Use these features to extend and customize your product based on your business needs.
Omnistudio Minor Releases: Find out about bug fixes, minor updates, and known issues about Omnistudio made after Summer '26 and before Winter '27.
Advanced Pricing and Orders: Calculate precise prices for sales orders with enterprise-grade pricing that mirrors your ERP logic, and capture complex orders through guided workflows with integrated pricing and discount support.
Calculate Advanced Pricing for Sales Orders: Enable your sales reps to calculate precise prices for orders using enterprise-grade pricing capabilities that can be configured to mirror the pricing logic in your ERP system. The engine supports over 35 pricing calculation types, including customer hierarchies, multiple units of measure, volume-based discounts, promotions, and surcharges. Prices match ERP invoices exactly, reducing disputes and eliminating manual calculations.
Drive Accurate Order Capture with Integrated Pricing: Empower sales reps to confidently handle complex order specifications and dynamic pricing without risking costly billing or fulfillment errors. Sales teams capture and manage complex orders through guided workflows with integrated pricing and discount support. Reusable order specifications define order behavior, available products, assortments, and multi units of measure, while automated pricing calculations help reps generate accurate orders every time. By keeping customer, product, and pricing context front and center throughout the ordering process, Order Capture ensures correct billing and delivery roles and brings real consistency to order management.
Outbound Engagement: Create flexible outbound campaigns with custom templates and maintain brand consistency with custom branding across all your communications. Keep working while engagement resources generate in the background, and send common messages with an all-purpose template.
Run Outbound Engagements in the Background and Keep Working: Outbound engagements and templates are now created asynchronously in the background. Continue working while creation completes, and receive an automatic notification when it finishes.
Maintain Brand Consistency Across All Outbound Communications with Custom Branding: Apply your brand to outbound engagements, making sure every communication reflects your brand identity. Create and manage your brands in Marketing Cloud Next. Reduce setup time by configuring sender details and communication subscriptions directly in the outbound engagement modal, without editing flows.
Create Flexible Outbound Campaigns with Custom Templates: Build custom outbound engagement templates by selecting existing flows or campaigns or starting from prebuilt templates. Run flows that users can trigger directly from list views, so teams can send communications themselves without building a new campaign each time.
Simplify Communications with Generic Events: Use a generic event in flows to create outbound engagement templates for basic sending use cases. Send messages from a list view, such as a thank-you message when a member redeems a reward, without defining complex, event-specific types.
Message Multiple Customers at Once from List Views: Reach many people in a single step instead of messaging them one at a time. Use the Send Message action on supported list views to send bulk communications to loyalty program members, contacts, or people tied to other records. For example, send account statements or reminders without leaving the list page.
Packaging: Packaging facilitates the development and distribution of business apps. Use second-generation managed packages to create apps to sell and distribute on AppExchange. Use unlocked packages to develop internal business apps.
Automate Managed Package Post-Install Configuration with an AI Skill: 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.
Partner Cloud: Accelerate business growth by expanding partner connectivity and advancing data transparency through secure record sharing and synchronization. Deliver consistent customer experiences by using brand-compliant marketing content directly within Experience Cloud sites.
Manage Marketing Development Funds with Agentforce Partner Success Agent: Provide partners around-the-clock help with AI-powered assistance for budget inquiries, fund requests, and claim processing through and embedded chat channel. Partners can view budget details and create records with guided field compilation. This guided assistance reduces administrative overhead, helps partners use available funds before they expire, and creates consistent records for financial audits
Automate Objective Management and Link Records for Joint Business Plans: 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.
Discover and Enroll in Vendor Campaigns from Campaign Marketplace: Help partners find and enroll in vendor campaigns that meet their eligibility criteria. Channel marketing managers can make campaigns available to partners based on partner tiers, account attributes, or funding budgets. Enrollment creates a child campaign with inherited marketing assets, where partner reps can add leads and save customized asset drafts.
Book Appointments on Partner Calendars with Einstein Activity Capture: 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.
Enhance Partner Experiences with Loyalty and PEM Components in Partner Central: Add Loyalty and Referral Management components to partner sites built with the Partner Central template. The components give partners self-service access to loyalty program details, benefits, promotions, and transactions. Partners can also view joint business plan information and referral experiences.
Enable Partners to Create Joint Business Plans: 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.
Enhance Partner Experiences with PEM Components in Partner Central (Enhanced): Add Partner Experience Manager components to partner sites built with the Partner Central (Enhanced) template. These components give partners self-service access to their loyalty points, benefits, promotions, and transaction history. Partners can find the information they need without contacting support.
Register Partner Deals Faster with Conversational AI: 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.
Track Partner Activity Across Customer Interactions: 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.
Launch Partner Enablement Faster with Prebuilt Track Templates: 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.
Salesforce Payments: Offer your B2B buyers more payment options with new methods across Stripe and Adyen integrations. Reduce payment friction and support more international customers at checkout.
Partner Contact Center: Connect a third-party contact center, such as Amazon Connect, with Salesforce by using Partner Contact Center (formerly Salesforce Voice with Telephony Providers and Service Cloud Voice). Explore enhancements to voice capabilities for inbound service and proactive outbound engagement.
Permissions and Sharing: You can now choose whether to keep manual shares when you transfer a record’s ownership. Review the release updates that turn on profile filtering by default and address new sharing recalculation behavior.
Enable Profile Filtering (Release Update): To improve the security of your Salesforce org, the Profile Filtering setting is enabled by default. Profile filtering prevents users from viewing profile names other than their own unless they’re assigned the View All Profiles permission. If a user’s role requires them to see all profile names, assign them the View All Profiles permission before this release update is enforced. This update was first available in Summer ’26 and is enforced in Winter ’27.
Extend Personalization Campaigns with Added Strategy and Channel Support: 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.
Analyze Experiment Results with the Data Visualization Tab: 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.
Drive B2B Sales with Objective-Based Account Recommendations: 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.
Update Experiment and Attribution Analytics on Demand: 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.
Deliver Personalized Mobile Experiences Without Rebuilding Your App: 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.
Explore Salesforce Personalization Resources: 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.
Salesforce Personalization: Salesforce Personalization in Marketing Cloud Next enhancements includes updates for both the Salesforce Personalization and Marketing Cloud Personalization products. Learn about the latest features and updates to enhance personalized experiences across Salesforce clouds.
Platform: Explore the latest Platform enhancements designed to help you build, secure, and scale custom applications and automated workflows with greater speed and flexibility.
Salesforce Point of Sale: Check out the latest features and updates from Salesforce Point of Sale.
Strengthen CMS Access Controls with Automated Expiration and a New Support Role: Reduce security risk and manual cleanup with new access controls for CMS users. Set expiration periods to automatically revoke CMS access after a set time, instead of manually tracking and deleting temporary accounts. This same update also adds a view-only CMS support role, giving your team a safer way to troubleshoot issues without granting full access.
Resolve Product Feed Failures Faster with Enhanced Error Logging: Pinpoint exact data issues in your product full feed uploads without combing through thousands of rows. The feed error logs page now includes row numbers, record IDs, affected columns, and invalid values so you can identify failures immediately. You can also download a dedicated correction file to reference alongside your original upload for troubleshooting.
Save Time and Reduce Manual Work with On-Demand Product Catalog Exports: Generate a complete, accurate CSV export of your product catalog on demand, executed at run time whenever you need it. This process gives you a self-serve way to check your production catalog data for issues and fix them yourself, without waiting on a support ticket to get access to production data.
Grow Regional Sales with Flexible, Franchise-Ready Promotions: Franchise admins can manage promotions for their assigned stores while safely viewing corporate-wide campaigns without the ability to edit them. Corporate admins retain full oversight, editing localized campaigns as needed. Corporate admins can apply promotions to any franchise or combination of franchises, so they can run effective regional or local sales campaigns.
Complete International Addresses Faster by Skipping Unnecessary State Fields: Point of Sale now skips the state field for countries that don't require one. Previously, every address needed a state regardless of country, which slowed down checkout and risked incorrect data. Now, the address form adjusts automatically based on the country the store associate selects, so the associate can complete a shipping or billing address faster.
Keep Business Moving on iOS 27 with Point of Sale: Update your store devices to iOS 27 with confidence that checkout, returns, and payments keep working. Point of Sale now supports iOS 27, so you can stay current on security and performance without disrupting store operations. Point of Sale continues to support iOS 18 and iOS 26.
Reward Customer Loyalty with Member Pricing Across Your Store: Offer discounted member pricing on the POS app to keep loyal customers coming back and encourage more membership signups. When a store associate loads a member profile or scans a membership card at checkout, eligible items automatically switch to member pricing. Any manual price overrides that have been implemented are automatically recalculated after the switch to member pricing, so associates can spend less time adjusting prices and more time serving customers.
Boost In-Store Checkout Flexibility with Multi-Tender Pay by Link: Accept split-tender payments that combine in-store Pay by Link with other payment types, such as cash or reward points. Apply partial amounts across multiple tenders within a single order, and watch the remaining balance update as you take each payment. Each order keeps a full tender transaction history automatically to simplify order management and refund handling.
Maximize Store Profitability with Net Sales Reporting Across Performance Reports: See financial metrics that reflect true earnings after discounts, promotions, and refunds. Net sales figures now appear across key dashboards and downloadable reports, including revenue by time period, register summaries, and store reconciliation views. Monitor real store profitability and export complete datasets for deeper financial analysis.
Keep No-Receipt Bundle Returns Accurate and Fraud-Resistant: Sale associates previously returned no-receipt bundles as a single item, without accounting for what's inside. Now, associates confirm each item in the bundle, which improves inventory accuracy and lowers the risk of return fraud from generic, un-itemized overrides.
Prevent Double-Discounting and Speed Up Checkout by Controlling Promotion Stacking: Keep promotions from stacking on top of manual price corrections so associates apply a total price with less math and fewer mistakes. Simpler pricing shortens associate training and moves customers through checkout faster during peak periods. Stores that prefer to combine both discounts can keep the current stacking behavior instead.
Apply Full Bundle Data Consistently Across Sales, Returns, and Fulfillment: Product bundles now carry richer data, including pricing, images, and promotions, for a better shopping experience. Bundle rules apply consistently across sales, returns, exchanges, and fulfillment. Receipts and logs reflect bundle details accurately, giving you cleaner records and reliable order management end-to-end.
Boost Post-Purchase Transparency with Tailored Product Details on Receipts: Build customer trust and simplify order verification by showing clear, relevant product attributes directly on receipts. Including specific item details like brands or tax codes on both physical and digital receipts gives customers complete post-purchase clarity. Detailed line items help lower post-sale support requests and ensure consistent compliance across all your retail touchpoints.
Improve Custom Order Accuracy with Clear Email Receipt Details: Format PunchOut custom item attributes, such as fabric, color, and configuration, as readable details on email receipts instead of raw JSON text. Configure which fields display, such as choice and description labels, to match how these details appear in the cart and on printed receipts. Customers get consistent, accurate documentation of their custom order across every receipt type.
Refund Shipping Fees Accurately on Multi-Shipment Returns: Streamline returns and exchanges for orders with multiple delivery groups. Select specific products or whole shipments to return, and see shipping fee refunds update. This updated experience keeps refund summaries accurate and prevents duplicate shipping fee refunds.
Give Customers Accurate Shipping Costs for Shipping and Pickup Later Fulfillment: Give customers accurate, transparent shipping costs no matter how they choose to receive their order. You can now extend fee calculations beyond standard shipping to cover pickup-later orders, with the flexibility to apply or remove fee requirements as needed. This capability provides clearer pricing at checkout and more control over shipping strategy across fulfillment options.
Reduce Checkout Errors and Stay Compliant with Vertex Partial Tax Exemption Support: Stores that use the Vertex tax engine can now apply partial tax exemptions at checkout, which reduces errors and helps maintain compliance. Previously, a partial exemption caused a cart error. Store associates had to complete the transaction without applying the customer's valid exemption, risking overcharges and compliance issues.
Previous Release Notes: Find information about previously announced features in the release note archive.
Keep Calculated Values in Context with Local List Variables: Define local list variables directly within a pricing procedure to store and reuse calculated values across elements. Previously, storing a calculated value required creating a context tag or constant within the Pricing Procedure Builder ahead of time. Now, create, edit, and map list variables as you build your procedure, and reference them in the Price Waterfall.
Prorate with High-Velocity and Short-Term Sales Models: Set Weekly as the proration frequency for a product to align subscription pricing with short-term service contracts and high-velocity consumption models. Previously, the system supported only annual, semiannual, quarterly, or monthly cycles. When you set a product's proration frequency to weekly, the pricing engine calculates the subtotal by multiplying the unit price by the number of 7-day cycles in the term, including partial weeks.
Reduce Pricing Errors and Improve Deal Transparency on Ramp Deals: Calculate each segment's price uplift from the previous segment's uplift percentage instead of the original list price. Previously, uplifts on a ramp deal were always calculated from the product's original list price, so a 3-year deal with a $100 list price and a 10% annual uplift increased by $10 every year. Many multi-year agreements instead call for uplifts that compound: each year's increase applies to the prior year's already-uplifted price, not the original list price. Without compounding, sales teams calculated these prices manually outside the system, creating a risk of errors and reducing deal transparency for approvers.
Tailor Pricing Rules for Multiple Industry Clouds: Segment pricing recipes and pricing procedures by industry clouds using the Subtype field. Each cloud now gets its own default recipe and decision tables, instead of sharing one recipe that forced teams to coordinate unrelated pricing rules. Element lookups in a procedure now show only the decision tables from that subtype's default recipe, so pricing teams manage their metadata independently.
Changed Connect REST APIs in Product Catalog Management: Present a product's attribute categories in a consistent, predetermined order. The single and bulk Product Detail APIs now return the display sequence of each attribute category in the response.
Discover Products Faster by Using Price Book Filters: When browsing large catalogs with minimal price book overlap, you could encounter situations where no products or only a few products appeared. With price book filtering, you can now see complete product lists when browsing catalogs. This early filtering retrieves only products associated with the selected price book, so sales reps see relevant results without wading through the full catalog.
Simplify Product Configuration with Custom Attribute and Category Ordering: Help your sales reps navigate complex configurations by arranging attribute categories and attributes in a logical sequence. Previously, you couldn’t control the display order of attribute categories, and attributes appeared alphabetically by name. You can now set or change the display order at the Product Classification, Product Subclassification, or Product level. Products inherit the ordering from their classification, and sales reps see the sequence in the Configurator UI.
Find Products with Prefix Matching and Partial Search: Index and Search now support prefix matching for Product Name or Product Code, or Product SKU fields when marked as searchable. For more flexibility, partial search helps sales reps find products by typing any portion of Product Code or Product SKU, including the beginning, middle, or end, without needing exact formatting or delimiters.
Get Accurate Product Details with Automated Product Cache Management: Automatically invalidate stale cache data and retrieve up-to-date product information whenever product details change. Product Catalog Management Cache recursively identifies all impacted products and clears their cached data. Subsequent requests retrieve updated details instantly without manual cache refreshes or administrative intervention.
Get Faster Product Pricing with List Price Caching: Retrieve product details and pricing faster when building quotes. Product Catalog Management now stores list prices from price book entries alongside product details in the cache. Pricing is read directly from the cache instead of resolved through a pricing procedure, providing sales reps with immediate pricing updates.
Guide Sales Reps Through Product Setup with Dynamic UI Controls: Give your sales reps a clear starting point for configuring products by replacing the generic cog wheel icon with a custom text button. A text button provides clear, immediate direction that is easier to spot than the standard icon. You can also hide the Add button for static or configurable products or both, which prevents sales reps from adding products incorrectly. With UI and performance enhancements, product discovery is more intuitive, and you can track the progress of adding or deleting a product.
Product Catalog Management: Set attribute display orders across levels to guide reps through configurations, and easily convert simple products into bundles without creating records. Replace the generic cog icon with a clear text button, and hide the Add button to prevent incorrect selections. Automate cache invalidation to maintain accurate product details, and cache list prices for instant updates. Quickly locate items by typing any part of a Product Name, Product Code, or Product SKU by using prefix and partial search.
Reuse Existing Simple Products as Bundles: 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.
See Instant Updates in Product Discovery While Building Quotes: Add or remove products with instant feedback as you build a quote in Product Discovery. Product Discovery uses optimistic UI patterns when Transaction Preview, Configuration Rules, Product Recommendations, and Auto Save settings is turned on. Badges highlight products added to prevent duplicate selections. Quote totals and transaction previews refresh in the background without blocking your page. Previously, sales reps waited for loading indicators to complete after every product selection, which slowed down multi-product quoting.
Product Configurator: Prevent Constraint Rules Engine from altering specified attributes or relations when it satisfies a constraint. Calculate the quantity of child products per instance of the parent product, rather than the quantity of child products across all bundles.
Changed Connect REST API in Product Configurator: Control what the Configuration API returns by specifying only the fields that your Configurator screen needs. The Configuration API now returns a targeted set of fields in the configurator response.
Updates in Default Product Configurator Flow: The Default Product Configurator flow has new attributes. If you cloned the Default Product Configurator flow before Winter ’27, manually map the new attributes in your customized flow, or clone the default flow and apply your customizations again.
Prevent Constraint Conflicts When Sharing Attributes and Relations: Prevent the constraint engine from altering specified attributes or relations when it satisfies a constraint. Use the guardrails annotation in a constraint to define protections at the constraint level, instead of on individual attributes and relations. Annotating the constraint prevents conflicts with other constraints that share the same elements.
Enforce Per-Bundle Product Requirements Regardless of Order Size: Write constraint rules that validate child product quantities per bundle instance. Previously, when a customer ordered multiple bundles, the constraint engine validated against the total end quantity of child products across all bundles. When you turn on Instance Quantity in Revenue Settings, the engine validates against the per-bundle quantity, so rules that enforce per-bundle quantities succeed.
Optimize Performance for Revenue Management (Release Update): This update optimizes the Configuration API to speed up processing times in Product Configurator. Enable the test run in a sandbox environment to confirm that the optimizations work with your setup. This update is available starting in Winter ’27.
Program and Case Management: Give program participants a self-service way to track applications, enrollments, benefits, disbursements, and referrals by using a preconfigured Experience Cloud portal template, cutting staff inquiries.
Drive Participant Engagement and Save Staff Time with the Program Participant Portal Template: 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.
Promotions in Revenue Management: Pricing designers can set up promotions that users apply to transactions. Developers can use objects and APIs to manage promotions on sales transactions.
Protect Custom Object Access with Unified Employee License Restrictions: The Unified Employee license doesn't support access to custom objects, unless the objects are part of a security-reviewed managed package from AppExchange. This restriction protects sensitive custom object data from being exposed to broader access than the license is designed for. As a result, you can't assign profiles, permission sets, or permission set groups that include restricted custom objects to Unified Employee licensed users. Also, you can't add restricted custom objects to profiles, permission sets, or permission set groups currently assigned to those users.
Benefit Management for Agentforce Public Sector: Constituents and their authorized representatives can now apply for multiple government benefit programs in a single, unified application instead of completing a separate application for each one. As applicants enter their information, they are checked for eligibility for each program at the same time, and known details are prefilled from existing records to reduce repetitive data entry. The result is faster, lower-error intake for constituents and consolidated, more consistent workflows for caseworkers and supervisors.
Claims Submission for Agentforce Public Sector: Streamline claims processing and service delivery for public benefit programs. Authorize and track service delivery, customize claim submission forms, and use AI to extract invoice data. These capabilities help agencies accelerate claim processing, reduce manual processing, and maintain visibility throughout the service delivery lifecycle.
License, Permit, and Inspection Management for Agentforce Public Sector: Guide applicants through license and permit applications with an agent-assisted intake experience. The intake flow unifies multiple licenses into a single application, fills fields from uploaded documents, and lets applicants pause and resume. Constituents pay application fees directly on your portal, and inspectors add unplanned tasks during a visit. Address search finds locations and addresses by name instead of by generated ID.
Outbound Payments for Agentforce Public Sector: Capture standardized rates for services in your catalog to adjudicate and approve payment. Define costs for benefit and non-benefit programs, from court translators to nutrition assistance.
Tax and Revenue Management for Agentforce Public Sector: Tax agencies get a unified and comprehensive view of the taxpayer, while providing a self-service web portal where constituents can directly access their own tax information. Agentforce helps handle routine inquiries with complex cases passed to human agents.
Add Ad Hoc Tasks During Visits: Inspectors can now create tasks during a visit, even if those tasks weren't pre-assigned. When an inspector identifies unplanned work at a site, such as an additional safety check or follow-up verification, they select an action plan template and add tasks to the visit. This eliminates the need to return to the site later or manually track unplanned activities outside Salesforce.
Automate Recruitment, Education, and Interaction Workflows with Action Plans: Action Plans are now available for Position, Job Position, Recruitment Requisitions, ContactContactRelation, PersonEducation, and Interaction objects. Agencies automate repeatable business activities by generating predefined tasks for these objects. This reduces manual effort, ensures required activities are completed consistently, and provides visibility into task progress and completion.
Capture Authorized Representatives Information: An authorized representative can start a benefit application for someone else, record consent for the capabilities they cover, and leave a trail the agency can review. Representatives never need the applicant's password, and they never impersonate the applicant. This release doesn't include a control to grant or revoke access.
Collect Fees for Public Sector Services with Inbound Payments (Generally Available): Help constituents pay for services, such as license and permit applications, directly on your public-facing portal. Agency employees get real-time visibility into payment status, reducing manual reconciliation and ensuring compliance before application approval.
Guide License and Permit Applicants with Agentic Application Intake: Business owners and applicants complete License and Permit applications through Agentic Application Intake, a guided experience with an agent-assisted side panel that replaces rigid form-only flows. The agent answers contextual questions about the application process and helps applicants fill out forms through natural language guidance. The intake flow unifies multiple licenses into a single application, auto-fills fields from uploaded documents, and lets applicants pause and resume without losing progress.
Public Sector: Bring taxpayer data together with Taxpayer 360 and show it to constituents on a self-service portal. Agentforce helps handle routine tax inquiries with complex cases passed to human agents. Let constituents apply for multiple benefit programs in one application and check their eligibility across programs. Adapt claims submission forms to your workflows, and use Outbound Payments to extract invoice data. Guide applicants through license and permit intake with Agentforce, and collect service fees with Inbound Payments. Engage job candidates with AI-powered self-service and targeted recruitment campaigns. Schedule constituent visits, inspections, and other interactions, and assign the right worker to each location. Use semantic search to find relevant content in files stored in Amazon S3.
Quality Management: Improve the quality of customer interactions by evaluating reps against objective criteria and generating performance insights.
Bring Custom UIs to Life with Quick Pages (Beta): Go from business need to trusted solution fast by using natural language to build and refine custom pages in Salesforce for presentations, meeting prep, pipeline reviews, or whatever you need. With Quick Pages, you describe what you want, and the agent builds a React-based UI with the information, graphics, and layout you request, grounded in your Salesforce data. Pull information from multiple objects and fields into one consolidated view, and share the page with others.
Quick Pages: Go from business need to trusted solution fast by using natural language to build and refine custom pages in Salesforce for presentations, meeting prep, pipeline reviews, or whatever you need.
Ramp Deals: Enhance pricing accuracy and billing flexibility for multiyear ramp deals. Apply compound price uplifts to match enterprise escalation patterns, and backdate amendments, renewals, and cancellations to correct billing for past periods.
Reach Customers on RCS as a Service Messaging Channel: 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.
Embed Lightning Dashboards in Your Lightning Web Runtime Experience Cloud Sites (Beta): Bring Lightning dashboards to Lightning Web Runtime Experience Cloud sites with a native Lightning web component. Users can then view widgets, update filter values, and refresh individual widgets or the entire dashboard. Previously, Lightning dashboards were available only in Aura-based Experience Cloud sites.
Data 360 Reports and Dashboards: Compare related data more easily in joined reports to uncover insights across different sources. Analyze global revenue consistently by comparing converted currency values across regions and business units. Spot customer sentiment trends faster to better understand customer experiences alongside business data.
Embed Lightning Reports in Your Lightning Web Runtime Experience Cloud Sites (Beta): 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.
Lightning Reports and Dashboards: Help users explore data, collaborate, and update records without switching contexts by bringing Lightning reports and dashboards directly into LWR-based Experience Cloud sites. Review records in a side panel to move quickly through data while keeping your report view and filters intact.
Preview Records from Lightning Reports Without Losing Context (Beta): Review report records faster without leaving Lightning reports or opening multiple tabs. With record preview in Lightning reports, you can view record details in a side panel while keeping your report filters, columns, and record list visible. For example, sales reps can review opportunities from a pipeline report while preparing for customer calls and quickly move between records without losing their place.
Reach Customers with In-App Notifications for Proactive Service: Deliver proactive service outreach through mobile in-app notifications in addition to email. Customers who build mobile apps with Salesforce Mobile Publisher can now notify users on the surface they use most, such as a companion app for a connected device. Meeting customers where they already are increases the reach and adoption of your proactive service scenarios.
Boost Referral Conversion in Mobile-First Markets with SMS Notifications: Advocates can now refer friends by using mobile numbers. When an advocate enters a friend's mobile number in the Refer A Friend widget, Referral Marketing sends a text message to the friend. Configure your widget to capture mobile numbers, email addresses, or both, so advocates can use the communication method they prefer. You can send text messages only when you use Marketing Cloud Next as the communication method.
Referral Marketing: Implement SMS-based friend referrals for mobile-first markets, track promotion performance with Tableau dashboards, and simplify widget integration with Lightning Out 2.0.
Monitor Referral Promotion Performance by Using Tableau Next Dashboards: Give your marketing managers insights into referral participation, conversion rates, and financial performance. Marketing managers track advocate engagement, friend sign-ups, and friend activities. They can also measure revenue generated and reward liability to assess promotion success. These capabilities were previously available only in CRM Analytics, but now they’re also delivered through Tableau Next to improve scalability and provide expanded functionality.
Simplify Referral Widget Deployment with Lightning Out 2.0: Embed widgets into your external sites or Experience Cloud sites with auto-generated HTML snippets. Built on Lightning Out 2.0, the widgets reflect any changes that you make to design, content, or behavior immediately, without redeploying code. Previously, you had to manually embed widgets and re-embed them after every change.
Inform Customers When Their Chat Is Rerouted to Another Service Rep: If a Service rep loses connectivity and an end-user’s messaging conversation is rerouted to a different rep or queue, send the end-user a customized auto-response explaining why. Previously, when a conversation was rerouted, customers saw no notification during the gap between Service reps, leaving them to wonder if their chat had been disconnected or ignored.
Retail Execution: Retail Execution for Consumer Goods now runs directly on the Salesforce Platform, unlocking next-level enterprise scale, speed, and deployment flexibility. Built on a unified object model, Retail Execution connects Consumer Goods Cloud with B2B Commerce through shared orders and pricing, giving you one source of truth across channels. Field teams share standard master data across on-platform systems, clouds, and Internal Organization Units (IOUs). To align territories and operate in a modern Lightning UI, field teams manage the business by using Enterprise Territory Management (ETM). Developers can customize mobile experiences, data models, and operational rules in both the platform and managed package versions. Improve Consumer Goods order accuracy with Capture Accurate Consumer Goods Orders with Penny Perfect Calculator and Penny Perfect Calculator for Consumer Goods Orders.
Capture Accurate Consumer Goods Orders With Penny Perfect Calculator: Help telesales reps capture complex Consumer Goods orders accurately with guided workflows, reusable order specifications, flexible units of measure, integrated discounts, and penny-perfect pricing. Reps can consistently handle market-specific assortments, package sizes, and prices while keeping essential customer, product, and pricing details available throughout order entry. This consistency helps reduce pricing, billing, and fulfillment errors.
New Data Model and APIs for Retail Execution on the Salesforce Platform: Retail Execution for Consumer Goods on the Salesforce Platform includes a new data model built on standard Salesforce objects. Consumer Goods Retail Execution Connect APIs are also part of this release. Use these APIs to plan store visits, create and prepare assessment tasks, and manage assortment products. Retrieve product surveys and store checks for a visit and save survey answers. Additional resources keep account hierarchies, assortments, and promotion channels in sync across internal organization units, and deploy mobility field sets for Retail Execution objects.
Penny Perfect Calculator For Consumer Goods Orders: Give Consumer Goods reps accurate prices for complex orders with a configurable enterprise pricing calculator that reflects your ERP pricing logic. More than 35 calculation types support customer and product hierarchies, multiple units of measure, discounts, promotions, taxes, free goods, accruals, and surcharges. Customer-specific pricing and automatic unit conversions ensure consistent calculations across ordering channels, reducing manual adjustments and invoice disputes.
Plan and Complete Store Visits with Assortments and Activities: Help your merchandisers plan and complete store visits with confidence. Schedule visits manually or generate them automatically from recurring visit schedules and planned retail store routes. Define the products each store carries and the activities, such as store checks and surveys, that merchandisers perform during each visit. On their mobile devices, merchandisers can complete visits, perform activities, and record results while in the store.
Build and Customize Adaptive Mobile UI with the Visual Studio Code-Based Modeler: Experience the modernized Consumer Goods Cloud mobile UI using the same mobile application across both managed package and on-platform data model versions. The Visual Studio Code Based Modeler serves as the single IDE for customizations across both legacy and new UIs on managed package and on-platform versions. With the unified configuration model and modern design system, you can build custom pages, Your Day, Customer 360, guided flows, editable cards, pill action, and UI components directly alongside your data structures and business logic. Managed package users can switch between the new Adaptive UI and the legacy UI.
Enable External Browser Login for Consumer Goods Cloud Mobile: Authenticate Consumer Goods Cloud mobile app users through the device's system browser rather than the standard embedded WebViews. This external browser login method supports modern enterprise security requirements that WebViews can’t, such as Microsoft Intune Conditional Access SSO, FIDO2/Passkeys, and biometric login.
Visual Studio Code Based Modeler: Enhance mobile security and data scoping efficiency by enabling system browser authentication.
Introducing Retail Execution on the Salesforce Platform: Retail Execution for Consumer Goods moves onto Salesforce Platform and runs on standard Salesforce objects and capabilities instead of the managed package architecture. This move marks an ongoing shift for Consumer Goods Cloud, beginning with Retail Execution Merchandising activities on both desktop and mobile, and order taking on desktop.
Accelerate Approval Decisions with Approval Agent: Sales reps can now manage approval workflows with the Approval Agent. They can submit and recall approval submissions, track pending approvals. Reviewers can retrieve submissions, generate AI-assisted summaries and comments, and approve or reject submissions faster.
Simplify Revenue Cloud Feature Discovery and Setup: With Salesforce Go, you can discover, set up, and configure Revenue Management features, all from a single location in Setup. This release adds the ability to configure high tech order orchestration from a prebuilt template for common order scenarios. Discover and configure key Billing features such as Invoice Management, Tax Calculation, Invoice Document Delivery, and Accounting Sub-Ledger for Accounts Receivables with guided setup steps, videos, and help resources.
Revenue Management: Learn about new features and enhancements for Agentforce Revenue Management.
Build a Revenue Management Product Catalog Just by Describing It to an AI Agent (Beta): 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.
Protect Margins by Routing Discount Approvals on Quotes with an AI Agent (Beta): 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.
Increase Sales with Promotions in Revenue Management: Create manual and automatic promotions that discount individual products or entire categories. Target the right buyers by defining promotion eligibility with rules and sales channels. Control discount stacking by specifying how to evaluate multiple promotions that apply to the same transaction. Manage promotions on sales transactions programmatically with objects and APIs.
Revenue Cloud Accelerators: 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.
Go from Setup to Approvals in Revenue Management Faster with an AI Agent (Beta): Instead of clicking through Setup by hand, configure Revenue Management, formerly Revenue Cloud, through a conversation with an AI agent. The agent sets up your org; builds a product catalog; configures pricing, discounts, and product rules; and sets up discount approvals. The agent reads your org's state and confirms a plan before writing, then verifies the result.
Set Up Product Configuration Rules Conversationally with an AI Agent (Beta): 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.
Set Up Revenue Management Pricing in Plain Language with an AI Agent (Beta): 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.
Set Up Revenue Management in Minutes with an AI Agent (Beta): 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.
Real-Time Offer Management: Create more relevant promotions and customize how they are adjudicated with personalized targets. Add flexible promotion stacking rules, earlier coupon validation, and create custom eligibility logic around your own business logic instead of a standard template by using tabular rules based promotions. Turn a campaign brief into a fully drafted offer or promotion in minutes with Agentforce and show offers directly into your own mobile app with the Mobile SDK. Set up offer communication content once and update automatically across SMS, push notifications, and WhatsApp. Give your partners and community users the guided tools to build and manage their own promotions and offers.
Global Promotions Management: Tailor every promotion to how each customer actually shops, instead of applying the same discount to everyone. Get granular control on how multiple promotions combine on a single order, so shoppers get compelling deals without unintended discount stacking. Build promotions around your own business logic instead of fitting into a standard template.
Offer Management: Turn a campaign brief into a fully drafted offer or promotion in minutes, complete with rules and rewards ready for your review. Put those personalized offers directly into your own mobile app, so customers see them wherever they're already shopping. Set up your messaging once and let updates carry automatically across SMS, push, and WhatsApp. Give your partners and community users the same guided tools to build and manage their own promotions and offers.
Release Updates: Salesforce periodically provides release updates that improve the performance, logic, security, and usability of our products. The Release Updates page provides a list of updates that can be necessary for your organization to enable. Some release updates affect existing customizations.
runtime_industries_cpq Namespace: 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.
Sales: Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation. Learn about the latest features from Sales to supercharge sales team productivity and operations. Sales features are released as often as monthly, so check here for the latest information.
Get a Complete Sales Account Plans Setup Experience in Salesforce Go: 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.
Set Up Pipeline Management Faster with the Pipeline Management Configuration Skill: 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.
Agentforce Prospecting: Automate prospect research with Agentforce and free up your sales reps to grow relationships and close deals. Draw on data from Salesforce accounts, reports, and connected third-party vendors.
Automate When Your Prospecting Agent Runs: Configure your prospecting agent to run automatically at a time that works for your team. Set the day, time, and how often your agent runs. Your reps get a fresh set of prospects waiting for them at the start of the day, without anyone kicking off a run manually.
Prioritize Prospects with Recent Engagements: Boost contacts who interacted with your business over the past 12 months. Define the level of engagement to prioritize and review these individuals directly in your prospect list, helping sales reps kick off their day focused on high-priority prospects.
Select Additional Users for Prospecting: Instruct your agent to prospect on accounts owned by non-prospecting users and assign the prospects from those accounts to prospecting users.
Agentforce Engagement: Agentforce Lead Nurturing is now Agentforce Engagement. Exert finer control over which Agentforce Engagement emails require manual review and create Engagement agents in the new Agentforce Builder in Agentforce Studio.
Exert Greater Control over Manual Review of Lead Nurturing Emails: Sales teams can now exert finer control over which Lead Nurturing agent emails should have a manual review before being sent. You can choose to review all emails, only initial outreach emails, or create a custom flow to designate emails for review based on specific record criteria.
Launch Flows and Components from an Alignment: Add a Lightning web component or a flow as a custom action so your planners finish planning work from an alignment. You name the action and select the component or flow. Your planners start the action from the alignment toolbar. The action opens in the alignment and passes the alignment ID and the current focus to the component or flow.
Track Assignment Rule and Locked Unit Changes: In alignment history, review the assignment-rule criteria that changed and see when a rule is deleted. History also records when units are locked or unlocked. Previously, a rule event stated that something changed but did not include the criteria, and lock and unlock actions were not recorded.
Use Call Coaching on Video Calls to Drive Seller Success: 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.
Stay Informed with Executive Briefs: 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.
Update Key Fields Based on Momentum Insights: 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.
Capture and Review Sales Conversations with Momentum: 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.
Share Customer Praise from Recorded Calls with Smart Clips: 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.
Plan Territories Using Custom Area Fields: Import up to 20 custom fields from the Area object into an alignment, and then view and update the values while you plan. You see the fields in the legend and in the area editor, and you filter, sort, and search them the same way you work with other area attributes. Field-level security applies, so you edit only the fields you can access. Previously, area attributes came only from a CSV import.
Import Authorized Email Domains into a Sandbox: Simplify sandbox setup by skipping an update to DNS. Specify the authorized email domains in production to copy to sandboxes, then import them all into a sandbox with one click.
Set the From Address for Email Sent for Users with Unverified Domains: Select an organization-wide email address to use as the From address when Salesforce sends email for users with an unverified email domain. With this option, outgoing email uses a From address that reflects your company’s brand.
Maintain Your Email Verification Exception (Release Update): 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.
Specify Which Email Domains Require Address Verification: 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.
Track Email Address Verification Across User Domains: Get a list of the email domains used in your active users’ email addresses and return email addresses. The User Email Domains page in Setup also includes verified and unverified address counts for each domain.
Get Email Engagement Push Notifications in More Browsers: 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.
Sales Fundamentals: Personalize the Sales Workspace home page with custom recommendations, improved agent quick actions, escalated case risk signals, and reporting on how sellers act on prioritized suggestions. Set up sales account plans directly from Salesforce Go with a guided configuration experience.
Email, Calendar, and Integrations: If you exempt user-level email address verification based on their email domain, take action to maintain that configuration. Get expanded controls to filter out sensitive emails and specific domains from Einstein Activity Capture. Lighting Sync and Salesforce for Outlook are retiring in 2027.
Generate Accurate Forecasts with Forecasting Agent: 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.
Salesforce Forecasting: Sales reps and managers can interact with new columns to see agent activity, deal risk alerts, and activity heatmaps.
Show the Guidance Center Icon Only When You Use It: The Guidance Center icon appears in the global header when a user has Sales Programs, Guidance Sets, or Learning Paths. Sales Programs include Partner Tracks and Enablement Lite, and Learning Paths include company-assigned and suggested items. Only users with those features see the icon. Programs, Guidance Sets, learning assignments, and other content stay in place.
Sales Engagement: Sales Engagement data is now stored directly on the Salesforce Platform.
View Updated Sales Engagement Data: Sales Engagement data is stored natively on the Salesforce Platform and is now available in new and updated reports and in the Sales Engagement Sample Dashboard. Use these assets to review more consistent engagement data and drill into trends more easily.
Salesforce Inbox: Check out the latest improvements to Salesforce Inbox.
Keep Legend Filters Across Alignment Sessions: Your planners see the same legend filters the next time they open an alignment, including after a browser refresh. Territory Planning saves the filters for each planner, on every legend tab, for that alignment only. The setting stays off until you turn it on. If a filter refers to a field that is no longer an alignment attribute, Territory Planning removes that filter and warns the planner.
Lightning Sync: Lighting Sync is retiring in 2027. Migrate to Einstein Activity Capture to continue syncing events and contacts from a connected account to Salesforce. If you use Lightning Sync with Microsoft® Exchange Web Services, upgrade your connection to Microsoft Graph before October 2026 to avoid service disruption.
Momentum: 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.
Review Deal Risks and Activity Trends in Pipeline Forecasting: Make accurate forecasts by reviewing deal risks, methodology scores, and contact insights directly in the forecasting pipeline. Sales reps and managers can interact with new columns to see agent activity, deal risk alerts, and activity heatmaps. They get a clear view of their pipeline without leaving the page.
Assess Deal Health More Accurately with Enhanced Opportunity Scoring: Get a more accurate view of deal health and move your deals forward with the enhanced Opportunity Scoring model. Powered by Data 360 AI models, the model helps your sales reps identify healthy and at-risk deals based on actual conversation data and engagement signals in addition to the standard opportunity fields.
Pipeline Inspection: Get a more accurate view of deal health and move your deals forward with the enhanced Opportunity Scoring model.
Give Planning Teams Edit Access to Alignments: Add a user to the planning team for a segment or for an entire sales plan, and grant Territory Planning access. When that user opens a segment they can access, they can edit the alignments for that segment.
Carve Territories with Postal Codes in More Countries: Use 5-digit postal codes to carve geographic territories in Taiwan and Vietnam. In Mexico, use 5-digit contiguous postal codes. Add a boundary from an alignment, and then plan territories in those countries the same way you plan other geographic territories.
Upgrade Microsoft 365 Authentication in Einstein Activity Capture to Microsoft Graph: Transition your Einstein Activity Capture’s Microsoft Office 365 authentication to Microsoft Graph, to keep your data syncing without disruption when Microsoft retires Exchange Web Services (EWS) in October 2026. Microsoft Graph is the new, secure, and scalable standard for authentication. Proactive notifications and a single-click tool make the upgrade process smooth.
Fine-Tune Which Emails and Events to Exclude from Einstein Activity Capture: 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.
Connect Partner Portal Users' Calendars with Einstein Activity Capture: Partner Portal users can now connect their Google or Microsoft Office 365 calendars to Salesforce with Einstein Activity Capture. With this integration, customers can book appointments directly on partner calendars through Salesforce Scheduler, complete with real-time availability checks. Partners authenticate one time for a seamless and secure scheduling experience.
Einstein Activity Capture: Get expanded controls to filter out sensitive emails and specific domains from capture, configure Einstein Activity Capture for partner users, upgrade Microsoft Office 365 authentication to Microsoft Graph, and prepare for the retirement of Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard.
Email Configuration: If you disabled user email verification, configure an authorized email domain to preserve your users’ ability to send email. Identify users’ email domains with a new Setup page, and import authorized email domains into sandboxes. For each authorized email domain, manage email verification requirements and set a branded From address for email sent for users with unverified domains.
Upgrade Microsoft 365 Authentication in Inbox to Microsoft Graph: Transition your Inbox’s Microsoft 365 authentication method from Exchange Web Services (EWS) to Microsoft Graph, which is more modern, secure, and scalable. Microsoft is retiring EWS in October 2026, so switch to Microsoft Graph to avoid service disruption.
Upgrade Microsoft® Exchange Web Services to Microsoft® Graph in Lightning Sync Before October 2026: Microsoft announced the retirement of Exchange Web Services (EWS) for Microsoft Office 365 starting October 2026. Lightning Sync configurations that use EWS won’t capture or sync data after this retirement. To avoid service disruption, upgrade to the Microsoft Graph authentication method in Lightning Sync setup now.
Prepare for the Lightning Sync Retirement and Migrate to Einstein Activity Capture: Lightning Sync is scheduled to retire in 2027. Migrate to Einstein Activity Capture to continue syncing contacts and events between Microsoft® or Google applications and Salesforce. Use the Lightning Sync migration tool to complete the process.
Host Activity Platform Data in the Australia and New Zealand (ANZ) Region: 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.
Manage Stakeholder Details and Connections in Relationship Maps: Give your sales reps more context about key stakeholders and effective control over connections shown in Relationship Maps. Reps can now update contact details, including opportunity roles, departments, and notes, directly in the side panel without leaving the map. They can also remove connections, restore contacts to the map, and keep relationship maps focused on the stakeholders who matter to each deal.
Salesforce to Salesforce Is Being Retired (Release Update): 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.
Salesforce for Outlook Is Being Retired in January 2027: 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.
Enhance Salesforce Spiff Mobile App Security with Multi-Factor Authentication: 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.
Publish Split Territories with the Rules You Choose: When a geographic assignment rule is large enough to split into child territories, choose whether to publish non-boundary assignment rules on the parent territory or on each child territory. The Parent territory option remains the default and matches the previous behavior.
Sales Performance Management: Enhance security for users who log in to the Spiff mobile app with multi-factor authentication (MFA). Populate compensation documents with live quota values, and check export availability on the Reporting tab before you run a UI or API export.
Sales Planning: Create quota plans from territory hierarchy, owner, and attribute data within sales plan segments. Design territories with current Salesforce data. And distribute work fairly among sales teams that don't rely on geographic boundaries.
Salesforce Spiff: Discover the latest enhancements that improve your incentive compensation management experiences.
Territory Planning: Import custom Area fields into an alignment, and run a flow or Lightning web component from the alignment. Carve postal-code territories in Taiwan, Vietnam, and Mexico, and choose where non-boundary rules publish when a territory splits. Track assignment-rule and locked-unit changes, keep legend filters across sessions, and give planning teams edit access to alignments.
Unify Sales and Marketing Email Engagement Data in Data 360: 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.
Report On Actions Taken and Dismissed in Sales Workspace: Improve recommendation quality by measuring how sellers respond to prioritized signals. You can easily see which signal types get action and which get dismissed over a 90-day retention period.
Open Agentforce Assist from Sales Workspace Recommendations: Give sellers contextual help for related records without leaving Sales Workspace. You can configure a platform action to open Agentforce Assist directly from a prioritized signal.
Show Custom Signals: Create signals using your business logic or AI reasonings and show them in Sales Workspace’s suggestions feed. Write recommendation records with Flow or Apex, associate an action, and activate the signal definition so sellers see guidance that fits how your teams sell.
Spot Escalated Cases That Put Deals and Accounts at Risk: Keep deals on track by giving sellers prioritized signals when an escalated open case is tied to an important opportunity or bookmarked account. Sellers can review the case directly from the feed or post in Slack without leaving Sales Workspace.
Salesforce CMS: Do more in enhanced CMS workspaces with the Brand content type and the bulk deletion feature. Brands are now available in general CMS workspaces, and you can use them for React web apps. Efficiently clean up your workspace by deleting dozens of content items and folders all at once. Deploy the latest version of the CMS Base data kit for improved AI-powered search results.
Salesforce Contracts: Improve contract governance by bringing existing business guidelines and rules into Salesforce Contracts with document playbooks. Run a risk analysis to identify deviations from your guidelines in redlined contracts. Simplify contract operations by reducing runtime user permission requirements and track recipient signing progress for document envelopes. Salesforce Contracts is now available in Government Cloud environments. Add clauses from your clause library to quotes as Quote Special Terms.
Add Clauses to Quotes from Your Clause Library: Before generating a document, sales reps can now search and add pre-approved clauses to quotes, such as standard warranty disclaimers, payment terms, delivery conditions. Reps can then customize standard language with deal-specific details. Choose which clauses are available by adding them to the Quote Special Terms component in your Quote page layout.
Author Contracts in Government Cloud: Government agencies and public sector organizations can now author, route, and generate contracts in Salesforce environments using Salesforce Contracts. Before enabling, work with your Salesforce account executive to confirm that the Context Service and Document Processing Engine are onboarded in your Salesforce org.
Track Recipient Signing Progress for Document Envelopes: Know exactly where a contract is in the signing process and keep deals on track. Update an envelope's status to view each recipient's signing progress for the contract.
Salesforce Document Generation: Build consistent, accurate documents by using reusable clauses for Salesforce Document Generation. Clauses in the Clause Library support both merge tokens and placeholder tokens. Quote Special Terms support placeholder tokens only. Reference clauses in document templates so templates stay current as clause content changes. Rich text tables now retain their formatting in generated Word documents, including pricing tables, comparison charts, and data summaries.
Populate Clause Content with Merge and Placeholder Tokens: Add tokens to clauses so that account names, payment terms, discount amounts, and other data flow automatically into your contract language. Merge tokens pull data from Salesforce records via Omnistudio Data Mapper or Context Service. Placeholder tokens contain default values like strings, dates, currencies, and percentages.
Eliminate Manual Template Updates When Clause Content Changes: Avoid manual updates when clause language and terms change. Apply clause tokens to a document template to make sure that every generated document uses the current approved content. Then when a clause changes, the generated documents automatically include the updated content.
Handle Document Generation Timeouts with Configurable Retry: 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.
Generate Documents That Include Tables in Rich Text Fields: Include tabular content, such as pricing tables, comparison charts, or data summaries, in your generated documents. When you copy a static table from an external source into a rich text field, the formatting, structure, and colors persist in the generated Word document. Only static table content is supported. You can’t use dynamic tokens in the table.
Access Salesforce Context Without Leaving Claude (Beta): 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.
Create and Update Records in Salesforce in Claude (Beta): 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.
Knowledge: Reuse modular content across articles with Knowledge Blocks. Draft articles from any record using custom prompt templates with Einstein Knowledge Creation, and prevent duplicate articles with Knowledge Similarity.
Salesforce Pricing: Apply compounding uplifts to ramp deal segments, scale your pricing logic with pricing recipes and procedures for each cloud, and reusable list variables. Set weekly as a proration frequency, and get standard decimal notation in pricing API responses.
New and Changed Connect REST APIs in Salesforce Pricing: Clone a pricing recipe along with its pricing recipe table mapping records, and optionally assign a different pricing usage subtype to the cloned pricing recipe. Streamline pricing recipe setup by retrieving valid pricing element types for a specific pricing usage subtype in a single API request, which reduces invalid configurations by returning only the elements supported by the selected context. Improve design-time governance and support multi-cloud operations by restricting context definitions and pricing procedures to vertical-specific options.
Manage the Full Lifecycle of Your Sandboxes with AI Skills: 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.
Scalability: Optimize and test your implementations. Troubleshoot errors, identify issues with application performance, and improve how you scale.
Monitor Org Health with Scale Center: Access Scale Center where you already work. Receive performance alerts and run investigations from Slack. Get root cause analysis and Scale Insights through Agentforce without opening the Salesforce UI.
Generate Multi-Framework Insights in Scale Center (Beta): 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.
Analyze Scale Test Results with Agentforce for Scale: Scale Test now includes Agentforce for Scale actions at no additional cost. Ask Agentforce for Scale to analyze your test results, summarize performance trends, and recommend next steps in plain language, without leaving your testing workflow.
Create, Compare, and Manage Scratch Orgs with AI Skills: 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.
Security, Identity, and Privacy: Prepare for security enhancements with MFA and email domain verification. Find and recover backup data with more control. And discover sensitive data across your org with Data Detect in Salesforce Shield.
Allow Chrome Extensions as Trusted URLs: You can now add Chrome extension URIs as trusted URLs to control which extensions can interact with your Experience Cloud site.
Backup and Recover Next: Find and recover backup data with more control. Search backup history for specific records, download metadata for use with your deployment tools, and reload child objects that fail when previewing a restore. These updates help you locate the data you need and address incomplete results without restarting your work.
Protect Customer Data Throughout Your Backup History with Data Privacy Requests: Anonymize or correct personally identifiable information across every backed-up instance of a customer record in Backup & Recover Next. Create a single request for a record instead of finding and changing each historical instance separately. Apply your company’s privacy policies consistently to backed-up data while supporting right-to-be-forgotten and right-to-rectification requests.
Reload Failed Child Objects Before Running a Restore: When you run a restore that includes child objects, some objects can fail to load. Reload failed child objects without restarting the restore activity, and include them before you run the restore. Previously, objects that failed to load were excluded from the restore.
Find Specific Records Across Your Backup History: Search backup data for records that contain a keyword or a phrase. Narrow your search by object, backup date range, or field condition. Each result identifies a version of the record and shows the backup dates when that version was found, so you can locate relevant data.
Get Permissions Metrics in Security Center Essentials: 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.
Track Automated Security Responses in Security Center Essentials: 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.
Track Automated Security Responses in Security Center: 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.
Data Detect: Create Data Detect policies in one guided flow where you select objects and define scan criteria. Scan Salesforce data and Data 360 data lake objects (DLOs) to discover sensitive data across your organization.
Scan Data 360 for Sensitive Data with Data Detect: Protect sensitive information across your data platform with Data Detect scanning for Data 360. Data Detect helps you identify sensitive data in large batches across Data Lake Objects (DLOs), automatically targeting all text fields when you select a DLO. A single scan policy supports up to 100 DLOs across multiple data spaces, giving you a consolidated view of sensitive data exposure. Data Detect usage with Data 360 consumes credits in the Data Queries usage type. You can resume Data 360 scans after they've stopped.
Create Data Detect Policies More Easily with a Guided Flow: Create and edit Data Detect policies in one guided flow where you enter policy details, select objects, and define scan criteria. Select individual objects with one click or select objects in bulk, and see how filters affect the object list and field counts on the same screen. You no longer have to create the policy before adding objects and defining scan criteria in separate tasks.
Resume Paused Data Scans: Pick up where you left off by resuming scans that stopped, skipped, timed out, or completed with errors to finish scanning records that weren’t scanned yet. Resumed scans use the settings from the initial run even if your policy configurations changed.
Domains: Redirections end in sandboxes for instanced URLs in API traffic. And if a third party serves your custom domain, update the target host name.
Replace Instanced URLs in API Traffic: To prevent disruption after infrastructure updates that change your instance name, replace instanced URLs in API traffic with your org’s My Domain login URL. That traffic stops in sandboxes in this release.
Protect Your Data with the OAuth 2.0 Demonstrating Proof-of-Possession (DPoP) Extension: Secure your client apps with the Demonstrating Proof-of-Possession (DPoP) extension. DPoP cryptographically binds OAuth access and refresh tokens to your client. To use a token, clients must prove that they own the private key. Even if a threat actor steals an OAuth token, they can’t use it to access your data.
Security Enhancements: Prepare for new and upcoming security enhancements, and review new features that support multi-factor authentication and email domain verification.
Security Enhancements May Require API Reauthentication: Because the security of your data is our number-one priority, Salesforce is further enhancing the security of our APIs. If Salesforce detects suspicious API data-access behavior, we trigger automated actions in order to protect the account. In most cases, these actions include terminating user sessions and notifying the org admins via email. In more critical instances, when we detect extremely unusual behavior, these actions include freezing the user, revoking all access granted to them, and notifying the org admins via email. To resume after session termination, the user must log back in. To unfreeze a user, contact your Salesforce admin.
Explore Features That Support MFA and Email Security: As security threats shift quickly, Salesforce develops features to help you meet the latest requirements. Review new features that support multi-factor authentication (MFA) and email domain verification.
Review and Comply with Upcoming Security Requirements: To protect against evolving cybersecurity threats, Salesforce regularly strengthens security controls. Review new requirements for access controls, email verification, and connected apps and external client apps that access Salesforce data via OAuth (Open Authorization) flows.
Field Audit Trail: Bring Field History Explorer and tracked field changes into your record pages with Lightning components.
New Lightning Component for Field History Explorer: A new Lightning component can be added to record pages in Field History Explorer. This component shows the audit trail of tracked field changes, who changed what and when, without leaving the record.
Salesforce Health Insights: Salesforce Health Insights checks your org against Salesforce standards and ranks recommendations for Product Adoption and Implementation Health, all in one view inside your org. Ask the built-in Health Insights Agent about any finding to get a step-by-step remediation plan.
Security Health Review: Security Health Review evaluates your org against Salesforce security best practices and provides on-demand security posture reports with remediation guidance.
Refined Email Security Signals, New Substitute Email Control, and Severity Updates: Email security and Experience Cloud site signals use refined criteria that reduce noise in your findings. A substitute email signal checks how your org sends email from unverified domains. When your org meets the substitute email criteria, you can disposition email authentication and email domain verification findings.
Security Health Review 2.0: Security Health Review replaces the PDF-only experience with an interactive report viewer built directly into Setup. You get a continuous, actionable view of your org's security posture, complete with findings management, remediation tracking, and disposition workflows. A full audit trail records every report, disposition, and remediation action for governance and compliance.
Migrate All Connected Apps to External Client Apps (Release Update): Keep your integrations supported by migrating to external client apps. In Summer '27, Salesforce is ending support for connected apps. Connected apps will keep working, but Salesforce will no longer fix bugs or provide support for the integrations and authorization flows that use them. This update is available starting in Winter ’27 and is enforced for production instances in Summer ’27.
Monitor App Security Controls on the Insights Page: 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.
Named Credentials: Named credentials now support custom CA certificates.
Expand Integrations with Named Credentials Support for Custom CA Certificates: Named credentials can now establish secure connections to servers whose certificates are signed by a private or internal CA (certificate authority). Previously, named credential callouts failed if the server certificate didn’t chain to a Salesforce-trusted root authority. Enterprises that manage their own certificate infrastructure can now use named credentials with those certificates.
Restrict the OAuth 2.0 Device Flow to Local External Client Apps (Release Update): To secure the OAuth 2.0 device flow, Salesforce is restricting this flow to local external client apps with a localhost callback URL. To prepare for this change, review your usage of the device flow and update your connected apps and external client apps to meet the new criteria. For connected apps, you must migrate to external client apps to continue using the device flow. This update is available in late Summer ’26 and is enforced on November 30, 2026.
Retirement of OAuth 2.0 Username-Password Flow for Connected Apps (Release Update): When this release update is enforced, we'll stop supporting the OAuth 2.0 username-password flow for connected apps. This update will break all connected app integrations that use this flow. For better security, update your integrations to use the OAuth 2.0 web-server flow or the OAuth 2.0 client credentials flow instead. This update was first available in Spring ’26 and was scheduled to be enforced in Winter ’27, but we postponed the enforcement date to February 20, 2027.
OAuth User-Agent and Hybrid User-Agent Flows Retirement (Release Update): 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.
Other Security Changes: Add chrome extensions as a trusted URL/URI to secure your Experience Cloud site. Manage your own root certificates instead of relying on a shared global trust store.
Encrypt Archive App Data with Shield Platform Encryption: 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).
Privacy Center: Centralize customer consent across Privacy Center. With Global Consent Manager, store consent in a single, scalable system of record and manage billions of consent interactions across your marketing and data processing activities.
Manage Consent at Scale with Global Consent Manager: 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.
Refresh Token Idle TTL Is Limited to 30 Days: 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.
Security Center: With Security Center, easily identify sensitive or regulated data across all your objects and assign sensitivity levels, compliance categories, and data ownership with Field Classification. Track automated security responses on the Response Log. With Security Mesh, seamlessly bring together internal and external security data into an OCSF-compliant format. Track Model Context Protocol (MCP) servers across connected tenants to monitor risk scores and audit setup activity. Use the External Client Apps metric to monitor authentication settings, security policies, and usage data across connected tenants.
Classify Fields by Sensitivity and Other Key Attributes in Security Center: 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.
Security Center Essentials: Security Center Essentials offers seven new Permissions metrics and a Response Log that lets you track automated threat containment actions taken to protect your org, all at no additional cost.
Monitor External Client App Configurations in Security Center: 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.
Monitor MCP Server Configurations in Security Center (Beta): 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.
Unify Security Data and View Insights with Security Mesh: 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.
Salesforce Shield: Use Data Detect to scan Data 360 data lake objects (DLOs) and create Data Detect policies with an improved guided flow. Encrypt archived data with Shield Platform Encryption.
Manage Your Security Posture with Tenant-Specific Trust Stores: Safely manage your own root certificates instead of relying on a shared global trust store. This update gives you control over your org's security posture to help meet evolving industry standards. Use the Certificate Trust Store to maintain a repository of root certificates for validating outbound TLS connections (i.e., not inbound mTLS). List, upload, download, and delete root certificates directly from a centralized setup page. Add up to 50 non-expired certificates for your org. Alert admins of certificate expiration via email 60, 30, and 10 days before any certificate expires. The Certificate Trust Store supports Named Credentials integrations only. All other external connections rely on root certificates included in the global, Salesforce-managed trust store.
OAuth User-Agent and Hybrid User-Agent Flows Are Blocked in New Orgs: 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.
Security Enhancements May Require Users to Reset Passwords: 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.
See a Modernized Look for Your AgentExchange Solution Listings: Your AgentExchange solution listing detail page has a modernized look and feel that helps buyers evaluate listings faster. Specs, security, support, reviews, and pricing appear in a cleaner layout with improved navigation on desktop, tablet, and mobile. The update is automatic and changes presentation only, so you don’t republish or reformat your listing.
See Your Partner of the Year Badge on Your AgentExchange Listing: If you won a Partner of the Year award, your AgentExchange listing displays a badge in the listing header and Achievements section. Buyers evaluating your listing can see that recognition. You can’t search or filter listings by this award yet.
Self Service: Build Self-Service portals faster with a guided setup wizard, automatic messaging deployment, proactive troubleshooting, and mobile notifications.
Tableau Semantics: Tableau Semantics, the AI-powered semantic layer, maps your raw data to business-friendly terms and logic, the key to building reusable models and metrics that provide contextual, consistent, trusted insights.
Add Verified Queries to a Tableau Next Data Kit: Add verified questions to a data kit, and Tableau Next packages them with the semantic model that they belong to. Previously, you re-verified each question after every deployment.
Set Scalable Targets with Data-Defined Goals: 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.
Speed up Semantic Model Queries with Recommendations: Find and fix the modeling choices that slow your queries and raise compute costs, such as inefficient join settings or a mix of live and local data sources. Scan a semantic model from the Optimize Model panel, review each recommendation, and apply the changes you want without leaving the model.
Test a Single Verified Query in Tableau Next Q&A Calibration: Check whether your verified queries still return the right answers after you change a semantic model. When you open a verified question in Q&A Calibration, Tableau Agent answers it and compares the query logic with the verified query that you saved. If the logic differs, the question is reclassified as Regression, and Tableau Agent stops using the verified query as guidance.
Refine Semantic Models with Tableau Agent: Semantic Modeling (Beta): Enhance your semantic models with tighter integration of your data and your business concepts through AI suggested relationships and generated descriptions. Ask the Tableau Agent to suggest a refinement or apply a change to the open semantic model. Review the edits and then save or discard them. Those edits stay unsaved until you save or discard them.
Service: Learn about the latest features and updates to supercharge support team productivity and operations.
AI Solutions for Service: AI Solutions for Service expands language support across summaries, extends Work Summaries to Voice calls and Enhanced Messaging sessions, and grounds Service Replies for Email in your Enterprise Knowledge sources.
Case Management: Work cases faster and more consistently with new AI and localization tools built right into the case record. Reps can translate Case Subject and Description fields on the fly, and refine case comments with AI-powered tone and clarity suggestions — all without leaving the workspace.
Set Up Email-to-Case in One Guided Workflow: 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.
Give New Orgs the Latest Enhanced Chat Experience by Default: 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.
Service Insights: Help supervisors keep their teams on track with service level agreements (SLAs) by using a pre-built SLA Performance dashboard.
Track SLA Compliance with the SLA Performance Dashboard: Give your supervisors a pre-built view of how well their teams meet service level agreements (SLAs) in Service Insights. The SLA Performance dashboard shows compliance rates, milestone breach trends, and breach patterns by case type and severity, so supervisors can spot bottlenecks and coach the right agents.
Keep Knowledge Article Images Private After You Archive or Restrict an Article: 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.
Resolve Every Issue in a Case with Multi-Intent Article Recommendations: 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.
Reply to Every Question in a Message with Multi-Intent Service Replies: 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.
Pick Up Transferred Chats with Proactive Service Replies: 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.
Service Replies: Service Replies now detects up to two intents in one customer message, then shows a separate grounded reply for each intent that finds a knowledge article.
Ground Your Service Replies for Email in Enterprise Knowledge: Generate suggested Service Replies for Email based on your company's internal and external knowledge sources, such as SharePoint, Confluence, internal wikis, and PDF manuals. Service Replies for Email connects to Salesforce Enterprise Knowledge, retrieving relevant articles from your index in real time to generate suggested email replies for your service reps. Each suggested reply includes a citation link to its source document, so reps can verify the information before they respond.
Service Replies for Email: Service Replies for Email can now ground suggested replies in Enterprise Knowledge sources.
Set Up a Help Agent in One Guided Workflow: 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
Set Up Your Agentic Portal Faster with a Guided Setup Wizard: Build a Self-Service Agentic Portal that takes you from Salesforce Go through site creation, feature configuration, component setup, review, and one-click deployment. Select or create your Agentforce Customer Service Portal agent or Help agent, set up Enhanced Chat, add a Knowledge page, and select personalization and data graph options without leaving the wizard, and watch a live preview update as you adjust each component. Records are created progressively at each step, so your portal takes shape as you go.
View Setup Audit Trail Permission to Access Setup Audit Trail (Release Update): Control access to Setup Audit Trail with the dedicated View Setup Audit Trail permission. Admins can provide access without granting the broader View Setup permission, supporting the principle of least privilege. Existing access is preserved automatically. For new users who require Setup Audit Trail access, assign the permission through a profile or permission set.
Setup with Agentforce: Simplify administrative tasks by using the new AI-powered agent in Setup.
Manage Multiple Users at Once in Setup with Agentforce: 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.
Create Related List Enrichments with Agentforce for Setup: Use Agentforce for Setup to create and review Related List Enrichments through a conversation instead of manual configuration. Describe the related list you want, and the agent asks for the details it needs and adds it to the record page for you.
Enable Setup with Agentforce Faster with the Redesigned Enablement Page: 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.
Customize the Org Health and Usage Metrics Dashboard: Organize the metrics displayed on your Org Health and Usage dashboard to show what matters most to your business. By default, all of your metrics are displayed on the Active Metrics page. You can mark them as “Favorite” or “Hidden”. The metrics marked Favorite also appear on the Favorite tab, and metrics marked Hidden move to the Hidden tab. All metrics are displayed in order of severity to make it easier to act on the items that need the most attention.
Explore Over 100 Additional Objects in Setup with Agentforce: 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.
Explore 190+ More Objects in Setup with Agentforce: 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.
Explore 124 More Objects in Setup with Agentforce: 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.
Query 10 More Objects in Setup with Agentforce: Use natural language with the Setup agent to get details on 10 more Setup objects, including ApexClass, ApexPage, and PlatformEventChannel.
Grant Setup with Agentforce Access More Easily: 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.
View Profile Access Summary and Apply Permission Changes with Setup with Agentforce: 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.
Summarize Permission Sets, Profiles, and Permission Set Groups with Setup with Agentforce: 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.
View and Reorganise Your Role Hierarchy with Setup with Agentforce: 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.
Summarize Your Org Admins' Security Compliance in Setup with Agentforce: 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.
Salesforce Connect: The cross-org adapter now supports named credentials for authentication.
Salesforce Connect Cross-Org Adapter Legacy Authentication Is Being Retired (Release Update): The password and OAuth 2.0 authentication methods for the Salesforce Connect cross-org adapter are being retired. These authentication methods rely on the SOAP login() call, which is being retired. The cross-org adapter now supports named credentials for authentication. Migrate any cross-org adapter external data sources to use named credentials, a more robust and secure authentication method.
Apply Contract Governance Policies Consistently with Document Playbooks: Put your standard contract governance policies to work without starting from scratch. Upload your existing rule definitions in PDF, DOCX, or XLSX format, and Salesforce Contracts stores each file as a versioned document playbook. Manage the playbook lifecycle by creating, activating, archiving, and deleting versions as your policies evolve. Customize contract governance to your business by designing unique playbooks for each contract record type.
Protect Sensitive Setup Data by Removing Elevated Permissions from Runtime Users: Your runtime users can now perform contract lifecycle operations without the View Setup and Configuration permission. Previously, they needed this elevated permission to access org-level setup data for contract lifecycle tasks, such as creating and editing documents in the Microsoft 365 Word add-in, creating contracts from quotes, and managing electronic signatures. The user experience remains unchanged while sensitive setup configuration data stays protected.
Use Salesforce Contracts with Lightning Platform Licenses: 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.
Reduce Contract Risks by Analyzing Every Redline with AI: Identify and classify risks in redlined contracts by comparing changes against your document playbook directly from the Microsoft 365 Word add-in. Review modified clauses, detect deviations from your company standards, see clause-level risk findings with an overall risk rating (critical, high, medium, or low), and get recommended mitigation suggestions. Rerun the risk analysis after each round of edits to see how the contract changes affect the overall risk rating.
SFRA: Check out the latest features and updates from Storefront Reference Architecture (SFRA).
Improve Storefront Accessibility with Bootstrap 5: The SFRA 8.0.0 base cartridge has been upgraded from Bootstrap 4 to Bootstrap 5. See the SFRA repository for a merchant migration guide and the migration skill to assist with the migration.
Protect Address and Payment Changes with CSRF Tokens: In SFRA 8.0.0, address delete, set-default address, and payment-instrument delete require a cross-site request forgery (CSRF) token. The account routes also change from GET to POST, and the token travels in the request body. Consent tracking uses the CSRF-protected ConsentTracking-SetConsent endpoint, and SFRA removes ConsentTracking-SetSession. Update callers that omit the token or still use GET, and upgrade the base cartridge with the version-aligned 8.0.0 plugin set.
Share Quote Documents and Track E-Signatures from Salesforce: Share draft quote PDFs by email and manage quote documents for e-signature without leaving Salesforce. Your sales reps can generate a quote document from a template, send it through DocuSign, and track the envelope status on the quote. Your sales reps spend less time exporting, uploading, and checking signature status.
Update Apex Code and Flows for Changed Sharing Recalculation Behavior (Release Update): To optimize performance after large-scale updates to groups or roles, Salesforce now performs some sharing recalculations asynchronously. If Apex code and flows require that share records be updated immediately, the code and flows can break when this release update is enforced. Update Apex classes, tests, triggers, and flows that update group membership or roles if they rely on synchronous sharing recalculation. This update was first available in Spring ’26.
Keep Manual Shares When Transferring Records: Previously, when a record owner changed, Salesforce deleted the manual shares on the record, which can cause users to lose record access. You can now choose whether to retain these manual shares when the record is transferred to a new owner. You control this behavior by using an org-level setting on the Sharing Settings page, which is disabled by default to preserve the prior behavior.
View the FDE Badge on Your AgentExchange Listing: The Forward Deployed Engineering (FDE) badge now appears on your AgentExchange listing once you reach FDE Partner Network status. The badge shows buyers that Salesforce recognizes your team’s skill in Agentforce implementation.
Equip Your AI Coding Agent with AI Skills: 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.
AI Skills: Give your AI coding agent the specialized knowledge it needs with AI Skills.
Slack Integrations: Use Slack and Salesforce together to connect with customers, track progress, collaborate seamlessly, and deliver team success from anywhere.
Slack Integrations Archived Release Notes: Slack Integrations release notes from Summer ’24 and earlier are available for PDF download. To find updates from Winter ’25 through our last release, select a release from the drop-down menu in the toolbar.
Search, Summarize, and Take Action with Slackbot in Salesforce: 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.
Salesforce Lightning Design System: Salesforce Lightning Design System (SLDS) includes the resources to create user interfaces consistent with Salesforce Lightning principles, design language, and best practices.
Accelerate Lightning Development with SLDS AI Skills: Speed up your development with three AI skills that help you apply and validate your Salesforce Lightning Design System 2 (SLDS 2) design code and migrate your SLDS 1 code to SLDS 2. These skills, available in Agentforce Vibes, guide you through SLDS patterns, catch compliance issues, and convert legacy code to modern standards, all directly in your development workflow.
Customize Components with the SLDS 2 Styling API and Component-Level Hooks (Developer Preview): 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.
Give Your Users the Option of Dark Mode (Generally Available): 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.
Speed Up Bulk Actions by Selecting Entire Result Sets Instantly: Act on up to 2,000 matching records at once instead of gathering them batch by batch. Select the records already loaded in the data table, then use the contextual banner to instantly expand your selection to all matching records (up to 2,000) and pass them directly to existing action frameworks like Flow, Omnistudio, and Lightning Web Components. No more scrolling through small batches to perform bulk actions.
Check Export Availability Before You Run a Report: 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.
Populate Documents with Live Quota Values: 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.
Turn Auto-Scroll On or Off for the Service Assistant Component: You can now turn auto-scroll on or off for the Service Assistant component. With dynamic service plans, Service Assistant creates plan steps quickly as the record updates in real-time and automatically scrolls service reps to the latest step at the bottom of the component when it's generated, even if a rep is still working on previous steps. Previously, auto-scroll was always on and you couldn't turn it off.
Catch Up on Active Customer Interactions with Conversation Catch-Up in Service Assistant: Help your reps get up to speed on ongoing messaging sessions without reading through an entire transcript. Conversation Catch-Up surfaces an AI-generated summary card in Service Assistant that captures the key points of an active conversation. When a messaging session is transferred, the rep who takes over sees a summary card and picks up right where the previous rep left off.
Provide Service Reps with Immediate Case and Customer Context with Case Catch-Up & Insights: Instead of spending time catching up on case details, your service reps now get a 360-degree view of a customer and key case details directly within the Service Assistant component. When a rep opens a case record, Case Catch-Up & Insights displays AI-generated summaries of the case, associated account, customer sentiment, and case health score.
Use the Service Assistant Chat to Receive Additional Resolution Assistance: Service reps can now interact directly with Agentforce Service Assistant with an agent chat box. When working a service plan, service reps can receive extra resolution support by using the agent chat box to ask Service Assistant questions, look up knowledge information, and draft emails and service plan summaries without leaving the Service Assistant component.
Get Real-Time Issue Resolution with Dynamic Service Plans: Service reps now receive conversational, step-by-step resolution guidance from Service Assistant with dynamic service plans. With dynamic service plans, Service Assistant automatically monitors a case, messaging session, and voice voice call as the record progresses and updates the steps of the plan in real time. For each step of the plan, Service Assistant performs a fresh review of the active record data, subagent instructions, knowledge articles, and agent actions to provide the most accurate resolution. In addition, dynamic service plans provide access to the Service Assistant chat where service reps can ask the agent for knowledge information on demand, look up customer information, and ask to execute agent actions.
Access Resources Linked in Guidance Plan Steps with Clickable URLs: Service reps can now click hyperlinks directly within guidance plan steps to access external resources, training materials, or corporate policies. Links included in your subagent instructions or knowledge articles are now easily accessible in plan steps as clickable links that open automatically in a new tab.
Provide Service Reps Dynamic, Real-Time Issue Resolution Guidance for Messaging Sessions: Service Assistant brings real-time, conversational issue resolution guidance to messaging sessions. Service reps receive dynamic, step-by-step service plans that adapt instantly to live conversations and automate plan steps with agent actions. In addition, service reps can receive additional, on-demand support using the agent chat box.
Start Messaging Service Plans Automatically: Service reps start issue resolution for messaging sessions faster with the automatic execution of dynamic service plans once the service plan summary is generated. This feature removes the need for service reps to click Start Plan and allows your service reps to focus on fast-paced, live customer interaction and receive a service plan right away.
Respond Faster and More Accurately to Customers with Service Replies in Service Assistant: Quickly respond to customer messages during a messaging session with Service Replies in Service Assistant. Service Assistant now supports service replies, allowing reps to reply to customers even faster. By automatically surfacing context-aware responses grounded in the conversation and your knowledge base, Service Assistant displays each reply alongside the service plan steps. This provides service reps with a more comprehensive resolution workflow directly, eliminating the need to switch to a separate Service Replies component.
Work With Service Assistant After a Messaging Session Ends: When a messaging session ends, service reps can finish wrap-up tasks such as asking for a session summary, drafting a follow-up email, asking knowledge questions, or getting general help using the agent chat. Service Assistant and the chat box stay available for 24 hours after the session closes, and all interactions are saved to the component feed.
Update Case Grounding Data in Real Time as Fields and Comments Change: Service Assistant for Case now regenerates the current dynamic plan step in real time when a case field is updated, a case comment is added, or an existing comment is edited. Previously, Service Assistant tracked case field and comment updates but didn't apply them until the active step was completed and the next step was created. Automatic regeneration only occured for new case emails.
Ground Messaging Service Plans with Related Record Data: Give service reps more contextual, detailed plan steps for messaging sessions by grounding Service Assistant in related record data using the Messaging Session Related Record Details prompt template we provide you. By default, the prompt template retrieves Account and Case data related to the messaging session, which Service Assistant references when it creates plan steps. To add data from other objects and fields, modify the prompt template. Previously, Service Assistant for Messaging grounded only in standard grounding sources: the conversation transcript, knowledge articles, and context variables.
Ground Voice Service Plans with Related Record Data: Give service reps more contextual, detailed service plans for voice calls by grounding Service Assistant in related record data using the Voice Call Related Record Details prompt template and Get Related Record Details for a Voice Call template-triggered prompt flow we provide you. The prompt template retrieves standard and custom Voice Call fields that you specify, and the flow retrieves pre-set Account and Case field data. Service Assistant references both when it creates service plan steps. Previously, Service Assistant for Voice grounded only in standard grounding sources: the conversation transcript, knowledge articles, actions, and context variables.
Know When Guidance Service Plan Creation is in Progress with a Status Indicator: 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.
Know When Service Assistant Is Active for Case Dynamic Plans with a Status Indicator: Service reps now see a status indicator in the Service Assistant component that shows “Service Assistant is working on it…” while Service Assistant processes the record details. Previously, reps waited for the service plan summary to appear without knowing whether anything was happening.
Know When Service Assistant Is Active for Messaging and Voice Dynamic Plans with Status Indicators (Preview): When service reps accept a messaging session or voice call and open the record page, Service Assistant now shows “Service Assistant is listening…” in the component to let service reps know that it’s active and processing the record details. After Service Assistant identifies the customer’s issue, it then shows “Service Assistant is working on it…” to let them know that it’s generating a service plan. Previously, service reps saw a static component with no status indicator while Service Assistant processed the initial chat messages and call transcript. After Service Assistant identified the issue, the service plan appeared automatically, with no status indicator to show that Service Assistant was generating it.
Provide Service Reps Dynamic, Real-Time Issue Resolution Guidance for Voice Calls: Service Assistant brings real-time, conversational issue resolution guidance to voice calls. During voice calls, service reps receive dynamic, step-by-step service plans that adapt instantly to the live conversation. Service Assistant provides resolution guidance grounded in your knowledge base and can complete tasks directly with agent actions. Service reps can also get on-demand support from the Service Assistant chat box.
Stage Management: Run eligible tasks on demand to meet regulatory and customer deadlines or handle work outside the standard process flow.
Run Tasks on Demand to Meet Regulatory and Customer Deadlines: With on-demand task execution in Stage Management, you select one or more eligible tasks for the record's current stage, log a reason and comments, and run the tasks immediately. While most business processes are planned, you can run a task on the spot to handle nuanced scenarios that fall outside your planned process. On-demand execution helps you meet a regulatory requirement, handle a customer request, or correct an error outside the standard flow. On-demand tasks run one time, and Stage Management tracks every execution on the stage transition record. This includes who ran it, which task, why, and when.
Standard Volume Platform Events End of Life: Standard volume platform events will be retired on December 15, 2026. Easily migrate your standard volume platform events to high volume platform events with the click of a button to prepare for this change.
Streaming API Replay Tightening: Starting with API version 68.0, the Streaming API server emits a per-channel replay watermark in ext.replay on every successful /meta/connect response. Clients can use this watermark to update their replay ID on resubscription without waiting for events to be delivered—enabling faster syncing since older events no longer need to be reprocessed.
Salesforce Suites: Send emails to your Contact and Lead lists right away with the redesigned List Sends experience.
Agentforce Now Included in Free Suite: Get Agentforce with Free Suite. Chat with an AI agent in plain language to manage business tasks and surface key insights.
Turn Every Search into Action with Agentforce Coworker in Salesforce Suites: 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.
Draft Emails Faster with the Email Authoring Agent in Starter Suite and Pro Suite: 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.
Learn How to Close Deals and Use Coworker in the Getting Started Tab in Salesforce Suites: 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.
Integrate Your External App Data with Salesforce Suites Using Prebuilt Integrations: Keep your business data in sync and skip the manual data entry by connecting your favorite external apps directly to Salesforce Suites. Powered by MuleSoft and Flows, our new prebuilt integrations create a secure bridge between Salesforce and the tools you use every day.
Skip the Wait When Sending Emails to Contact and Lead Lists in Salesforce Suites: Send promotional, transactional, or relational emails to your Contact and Lead lists without the extra processing step it used to require. Previously, sending emails from lists required creating a Data 360 segment, which introduced delays and occasional failed sends. The redesigned List Sends experience also brings the initial message configuration and audience selection steps into a single page. You can also use an agent to build a new audience list. Design your message without clicking through separate pages or losing your place.
Supplier Engagement: Engage your suppliers directly in sustainability reporting with a self-service portal to submit data, complete scorecards, and track spend, emissions, and risk in support of your Scope 3 target-setting goals.
Track Supplier Risk Across Your Multi-Tier Supply Chain (Pilot): Surface supplier risks before they disrupt mission-critical programs. The new Supply Chain Resiliency data model is highly flexible and extendable and gives program managers and contracting officers a real-time view of risk across every tier of the supply chain, from supplier networks and bill-of-materials structures to the programs and contracts they affect. Act on vulnerabilities early, keep essential services running, and configure the model to fit your agency's needs.
Tableau: Use Tableau to analyze, explore, and make decisions on your data with just a few clicks. Create engaging visualizations and embed them in your Lightning pages to use them in your workflows. Tableau has enterprise analytics platform solutions for deep data exploration.
Initiate Your Own WhatsApp Template Migrations: Gain oversight and control over WhatsApp template migration. Select your own source and target WhatsApp Business Accounts, and monitor the status once the migration job is underway. Previously, you reached out to Salesforce Customer Support to kickstart a template migration.
Platform Development Tools: Build applications collaboratively and deliver continuously with Salesforce Developer Experience (DX), the open and integrated experience for custom app development on Salesforce.
Agentforce Conversation Client (ACC): Agentforce Conversation Client (ACC) provides the necessary front-end infrastructure to bridge the gap between raw AI data and a fully functional, interactive user experience for employee agents within Salesforce Lightning and external web applications.
Agentforce Vibes IDE: Agentforce Vibes IDE release notes now appear in the Headless 360 section.
Agentforce Vibes Extension: Agentforce Vibes Extension release notes now appear in the Headless 360 section.
Agentforce DX: Create, preview, and test agents directly in a Salesforce DX project with Agentforce DX’s pro-code tools, such as Salesforce CLI and VS Code.
Analyze Agentforce Vibes Usage with the Agentic Development Dashboard (Developer Preview): 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.
Salesforce CLI: Use Salesforce CLI to author Agentforce agents, create environments for development and testing, synchronize source code, run tests, and control your application lifecycle.
Salesforce CLI: Salesforce CLI release notes now appear in the Headless 360 section.
Agentforce Vibes IDE: Agentforce Vibes IDE is a web-based integrated development environment that has all the power and flexibility of Visual Studio Code, Salesforce Extensions for VS Code, and Salesforce CLI in your web browser.
Agentforce Commerce Vibes for B2C Commerce: 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.
Salesforce DX MCP Server: The Salesforce DX MCP Server is a specialized Model Context Protocol (MCP) implementation designed to facilitate interaction between LLMs and Salesforce orgs. Use the DX MCP Server and its tools to enter natural language prompts in your IDE to execute standard DX tasks, such as syncing metadata, running Apex and agent tests, and creating scratch orgs.
Agentforce Vibes: Agentforce Vibes is an AI-powered developer tool available as a VS Code extension in VS Code desktop and the Agentforce Vibes IDE. Agentforce Vibes 4.0+ is a full re-engineering of the extension, rebuilt on the Salesforce Coding Agent Platform with Claude and Mastra as the underlying agent orchestration engines.
Salesforce Extensions for Visual Studio Code: The Salesforce Extension pack includes tools for developing on the Salesforce platform in the lightweight, extensible VS Code editor. These tools provide features for working with development orgs (scratch orgs, sandboxes, and DE orgs), Apex, Lightning web components, Aura components, and Visualforce.
Trade Promotion Management: Configure promotions faster and streamline Tableau Next analytics setup with prebuilt skills from the Salesforce Skills library. Increase the usability and flexibility of trade calendar and account plan pages by adapting their headers to customer business processes. Aborting a job chain from Apex immediately stops a backlog of accumulated jobs from delaying business-critical processing. This process prevents queue delays that could otherwise stretch beyond a day. Drive better trade promotion results with an optimized planning experience tailored to your users' daily workflows. You can now adapt grid navigation to fit your planners' needs and support more Product Category Share records per user on the trade calendar. You can create resilient browser tests for TPM grids, search picklists in promotion wizards to find values quickly, and use Calculation Insights to review KPIs in context.
Build More Reliable Automated Tests for Trade Promotion Management Grids: 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.
Define and Customize Promotions with an AI Coding Assistant: 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.
Set Up and Customize Trade Promotion Effectiveness Analytics in a Single Guided Workflow: 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.
Customize Trade Planning Pages with a Developer API: Tailor Trade Calendar and Account Plan headers to meet customer business needs with a Lightning Web Component API. Preserve familiar workflows and reduce customization, maintenance, and upgrade effort without replacing core logic or making extensive Apex changes. Customize header and toolbar slots and control toolbar button visibility without modifying managed code. Respond to page changes by listening to state-change events. Programmatically trigger grid refreshes or start the process of creating a promotion.
Gain Full Insight into Trade Promotion Management P&L Calculations: 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.
Find Values Quickly by Searching Picklists in Promotion Wizards: 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.
Support More Product Category Share Records: The Trade Calendar now loads a larger number of Product Category Share (PCS) records for a single user. To support large category hierarchies and broad sharing, turn on the optimized category-loading setting. This setting loads data more efficiently, raises the supported limit to 13,000 assignments and shows a message if users exceed it. Previously, the page sometimes failed to load without indicating the cause.
Manage Trade Promotions with User Experience Enhancements: Help your key account managers plan trade promotions more smoothly with three automatic improvements. Numeric fields in Promotion Information, Tactic Information, and the Create Promotion wizard now match your locale. Long-text fields, such as Promotion Comment, now wrap and expand. You can also reverse a Collapse All grid action on the Volume Planning and Spend Planning cards with one click.
Transaction Management: Improve flexibility and productivity when managing quotes, orders, and asset lifecycle changes. Configure procedure plans for specific industries, backdate asset transactions, maintain time zone accuracy throughout the asset lifecycle, and update prices through price amendments. Work more efficiently in Sales Transaction Line Editor with enhanced filtering, automatic refresh, and configurable action buttons. Tailor transaction pages with Dynamic Forms.
Gain Transaction Flexibility with Backdated Asset Changes: Your sales reps can now apply past effective dates to amendment, cancellation, and renewal transactions for standard and ramped assets. They can also apply past effective dates to transfer and swap transactions for standard assets. Backdated asset transactions keep contract terms, billing schedules, and invoices aligned with the intended effective dates.
Backdate Amendments, Renewals, and Cancellations for Ramp Deals to Adjust Billing: Sales reps can now set past effective dates on amendments, renewals, and cancellations for ramped assets. Previously, these transactions required effective dates of today or later, and teams had no way to correct billing for past periods in Salesforce.
Generate Documents for Quotes via CLM: 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
Build Focused Quote Line Item and Order Product Pages with Dynamic Forms: Tailor what users see on quote line item and order product records by upgrading their Lightning pages to Dynamic Forms. Place individual fields and field sections anywhere on the page, and set visibility rules so that users see only the fields relevant to their transaction. Previously, these two objects supported page layouts only.
Accelerate Transaction Updates with Advanced Filters: Your sales reps can now use advanced filters to quickly isolate quote and order lines by product name, custom fields, and fields on related records. Focus updates on relevant lines in complex transactions to save time, reduce rework, and improve accuracy when updating pricing and terms.
New Invocable Action in Transaction Management: Keep forecasts up to date by syncing quote line items to opportunity line items so that your sales teams get consistent data with less manual effort. Changes to quote line items update the matching opportunity line items, but not the reverse. To use this action in a flow or other automation, turn on Asynchronous Opportunity Sync in Revenue Settings.
Limit a Procedure Plan to a Specific Industry: Prevent pricing errors when you have multiple industries in a single org by defining which industry or vertical the procedure plan applies to. Use the new Subtype field to make sure that your plan shows only the pricing procedures matching the specific subtype. Then, when you configure a Life Sciences or Commerce procedure plan, you can add only pricing procedures intended for the selected industry or vertical.
Apply Compound Price Uplifts to Multiyear Ramp Deals to Adjust Pricing Over Time: Select between standard and compound uplift modes for multiyear ramp deals. Standard uplift applies a fixed percentage against the original list price for every segment. Compound uplift builds each segment's price on the net price from the prior segment to match the annual escalation pattern common in enterprise contracts.
Stack Renewals on Termed Assets with an Active Future-Dated Renewal: 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.
Edit Accurate Quotes and Orders in Sales Transaction Line Editor with Autorefresh: Sales Transaction Line Editor (STLE) and Transaction Summary now refresh automatically when a custom flow, Apex trigger, or Agentforce action changes the quote or order your sales reps are viewing. Sales reps see the latest line items without reloading the page manually, so their work on quotes and orders always reflects the most current data. The Refresh tab now reliably reloads the STLE data.
Organize Sales Transaction Line Editor Actions into Button Groups for Efficient Editing: Configure Sales Transaction Line Editor (STLE) header actions with a new, visual admin UI instead of a text box. Organize actions into button groups, set how many actions show in each group, and add as many groups as your business needs. Ten action groups are visible, with the remaining groups placed in an overflow menu. Existing text box configurations carry over automatically, keeping your sales reps' experience the same until you're ready to reorganize.
Sync Quote to Opportunity: Sync a quote's line items to its associated opportunity's line items when reps add, update, or delete items on the quote. This runs the sync in the background and returns a tracking ID so you can monitor its progress, and returns an error if the quote isn't associated with an opportunity. The capability to sync quote and opportunity line items helps keep opportunity records accurate as quotes change and reduces the manual effort required by sales reps to update opportunity line items themselves.
Gain Pricing Flexibility with Price Amendments: Your sales reps can now use price amendments to update the sales price on quote lines or the unit price on order lines without modifying quantities, attributes, or bundle configurations. Updated prices are reflected throughout the standard order and billing processes.
Maintain Time Zone Accuracy for Asset Lifecycle Changes: Time Zone is now stored on the asset and populated to amendment, renewal, and cancellation transactions. Start and end dates remain consistent with the asset's original local time zone, so sales reps can manage subscriptions across different time zones without manual time zone conversions.
Transform and Integrate Data with Picklist-Dependent Fields: Admins can now map source fields to picklist target fields during copy field enrichments, allowing for more flexible data transformation and integration with picklist-dependent fields.
Create and Track Trial Orgs with AI Skills: 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.
Track Salesforce My Trust Center Sandboxes, Read Translated Updates, and Extend Access: My Trust Center now supports sandbox tenants, translates free-form event updates in near real time, and offers view-only access to users without a full Salesforce license. Track status across all your environments, read updates in your preferred language, and extend visibility to more of your team.
Tableau Next: As Salesforce’s end-to-end, agentic analytics experience, Tableau Next integrates the #1 analytics platform with Agentforce’s context-aware AI and the Data Cloud semantic layer that unifies business knowledge across your organization. Build and deliver personalized, contextual, and actionable insights for every user, backed by Salesforce’s enterprise-grade performance, security, and scalability.
New Features for Tableau Agent: Get proactive insights, ask questions about your data, and accelerate data preparation with Tableau Agent in Tableau Next.
Step Up to the Next Generation of Conversational Analytics in Tableau Next: 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.
Explore Data with Agents in Personal Orgs (Generally Available): 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.
Identify App-Originated Assets in Tableau Next: 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.
Create App Templates from Your Tableau Next Workspace (Generally Available): 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.
Understand App Creation from Templates with Visual Representations: 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.
New Features for Tableau Next Visualizations and Dashboards: Compose visualizations and dashboards with world-class analysis tools. Explore data and surface insights that you can act on by building visualizations on related data in your workspace to draw conclusions and make business decisions. Take data visualization to the next level with dashboards, where you can add interactivity, enhance data exploration, and provide a clear overview of the critical information that you need in one place.
Reuse Dashboard Extensions with Dynamic Data Binding: 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.
Author Accessible Tableau Next Dashboards with Keyboard Navigation: 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.
Show Embedded Dashboards on Tablets and Customized Header Controls: 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.
Manage How Tableau Next Dashboards Appear on Different Screens: 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.
Share Configurable Insights with Template Builder (Generally Available): 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.
Clone Assets and Their Lineage for Safe, Isolated Editing in Tableau Next: 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.
New Features for Tableau Next Development: Use the Tableau Next Embedding SDK onboarding skill to use AI coding assistants to create your embedding integration faster.
Track Where Your Tableau Next Dashboards Are Embedded: 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.
Embed Tableau Next Assets Faster with SDK Onboarding for AI Coding Assistants: 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.
New Features for Exploration and Action with Tableau Next: Explore and refine metrics to show you the insights most relevant for your work, and stay on track by setting metric goals. Launch integrated flows and actions in Salesforce. And take it all on the road with Tableau Next Mobile.
Develop Analytics in a Personal Org and Promote Your Changes (Generally Available): 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.
Manage Pre-Production Analytics Assets in Exploratory Orgs: 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.
Tableau Next Highlights: Don’t miss any Tableau Next features from the last release. Recap or dive deeper with top resources from Summer ’26.
Get Data Alerts for Goals, Thresholds, or Important Changes to Tableau Next Metrics: 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.
Tableau Agent: Data Alerting Is Generally Available for Metrics and Data: 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.
Use Improved Metric Layout for Insights at a Glance: 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.
Replace Source Files to Keep Google Drive Data Lake Objects Current (Beta): 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.
Style Multiple Dashboard Widgets at Once: 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.
Highlight Table Values with Badges: 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.
Track Totals and Category Contributions Over Time with Area Charts: 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.
Customize Tooltips in Tableau Next: 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..
Choose When to Save Visualization and Semantic Model Changes: 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.
Customize Marks with New Formatting Options: 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.
Compare Proportions and Show Hierarchies with Packed Layouts: 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.
Customize Visualization Titles with Rich Text: 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.
Draw Comparisons with Grand Totals and Subtotals Across Visualizations: 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.
Create Waterfall Charts in Tableau Next More Easily: 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.
Show or Hide Missing Values in Visualizations: 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.
New Features for Tableau Next Workspaces: A Tableau Next workspace organizes your data analysis and facilitates creating new analytical assets, cloning, and referencing assets from Data Cloud or other workspaces. Within workspaces, you have tools for data analysis, including data connections, a semantic model builder and metric creator, and visualization and dashboard builders to share findings with others. Live data connections ensure that your analyses stay up to date.
Adapt Subscriptions When Customer Needs Change: When your customer's business grows or their requirements change, renew their active usage assets before the assets expire instead of canceling them and placing another order. Adjust rates and grant quantities to meet your customer's current needs while maintaining asset continuity.
Win Back Customers by Restoring Lapsed Subscriptions: Restore service when usage subscriptions expire and bring back customers with updated rates and grant quantities. Preserve the asset history for reporting continuity.
Respond to Growth with Early Ramp Renewal: When customers with ramped pricing need to renew early, start the term at any point in their current schedule: year 1, year 2, or later. The renewal automatically extends coverage beyond the original end date, recreates subsequent segments with updated dates and the latest catalog rates.
Prevent Usage Summary Failures by Updating Overridden Flows: Update your overridden Usage Management flows to use version 4 of the Data Processing Engine (DPE) definitions and prevent usage summary failures. Version 3 DPE definitions are no longer supported and can’t be opened, edited, or run.
Usage Management: Renew usage subscriptions at the right time to keep pace with your customers' changing needs. Start renewals early when the business expands, or restore a service after expiration to win back customers. Adjust rates and grant quantities for both standard and ramped pricing schedules while maintaining asset continuity.
Unblock Connected App OAuth Installations in Pre-2018 Developer Orgs: Your users can now install connected apps in Developer edition orgs created before 2018 by using the OAuth flow. The system automatically adds the Approve Uninstalled Connected Apps user permission to the org, which you then assign to users, to enable the installation. Previously, the OAuth flow blocked this installation in these legacy orgs.
Unified Catalog: Configure intake forms with the Create Service Catalog Request invocable action and deploy them consistently across all your orgs without manual rework. Requestors and fulfillers can update intake form field values after submission with admin-controlled permissions that keep changes within defined boundaries. See parent and child attributes on a single page so that your team makes faster decisions without switching between records. Add the Unified Catalog component to LWR sites so that requestors can submit requests on high-performance portals.
Update and Customize Solutions Safely: Keep your deployed solutions current by installing new bundles or upgrading to newer versions. Get automatic notifications when updates are available. To protect your org’s unique setup, use custom inputs to tailor the deployment to your business needs and preview potential metadata conflicts before installation begins. Your selections and inputs are saved automatically, so you can pause and resume the update without losing your progress.
Update Instanced URLs in API Traffic (Release Update): 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.
Validate Orders Before Activation: Apply configurable activation checks before an order becomes active. An activation gate keeps orders from moving forward until they satisfy your conditions.
Validate Documents During Upload and Prefill Assessment Forms with AI: Use AI-Powered Document Upload Validation and Prefill to extract information from uploaded documents and populate linked fields in Discovery Framework assessment forms. Configure validation rules that stop a noncompliant upload or warn users before they continue. Spend less time entering information manually, and receive immediate feedback about document upload issues.
Render Visualforce Pages as Accessible (Tagged) PDFs (Beta) (Release Update): With this update enabled, Visualforce pages rendered with renderAs="pdf" use the accessible PDF rendering engine, which produces tagged PDF/UA output. Tagged PDFs include the document structure and metadata that assistive technologies such as screen readers rely on. This update is available starting in Winter ’27.
Keep Reps Informed During Regional Switches for Amazon Connect Disaster Recovery: Reduce confusion during regional switches by giving your reps real-time notifications during outages. A region indicator also displays the connected contact center region at all times. Additionally, for manually integrated contact centers, you can configure rep statuses to automatically go offline after a region switch if required.
Use Setup with Agentforce to Manage Contact Center Users: Using Setup with Agentforce, chat with an AI agent to add or remove users from your contact center and set up any quick connect configurations. Instead of navigating through multiple Setup menus, prompt the agent to describe what you need and accomplish your tasks without excessive clicks.
Get the Latest Enhancements for Your Amazon Connect Contact Center: Update your contact center to version 22.0. This version improves the reliability of real-time transcription, keeps voice call records accurate for calls that never connect, and strengthens security and emergency address validation. To test the updates before they go live in production, deploy them to your sandbox first.
Speed Up Rep Actions with Keyboard Shortcuts in Agentforce Contact Centers: In Agentforce Contact Centers, reps can now configure and use keyboard shortcuts for quick controls on their softphone. Keyboard shortcuts improve rep productivity, reduce response times, and enhance accessibility. Previously, this feature was available only for Salesforce Voice with Telephony Providers.
Opt into Additional AI Features with Amazon Connect Customer (Now Off by Default): Amazon has introduced Amazon Connect Customer, an optional feature set that brings additional AI capabilities to your contact center. Previously, the AI capabilities were turned on by default, but now they are an opt-in service. You can choose to turn on Connect Customer at an additional cost if it fits your business needs.
Stabilize Rep Experience by Preventing Calls Before Reps Are Ready: Keep Omni-Channel from assigning work to your Salesforce Voice with Partner Telephony reps before their telephony connector has fully loaded. Voice Connector Readiness Check lets reps know that Salesforce is still working to make them available and prevents them from receiving work until single sign-on (SSO) is complete and their Voice connector is ready. By default, an additional base-level check makes sure that reps are accurately configured for the contact center before they can access voice or blended (voice plus other channel) presence statuses.
Keep an Audit Trail of Voice Call Record Changes (Pilot): Track changes to fields on the VoiceCall object. Select and monitor up to 20 fields. When a tracked field changes, a log entry captures the old value, the new value, the user who made the change, and the date and time. Activity fields aren't supported for history tracking.
Escalate WhatsApp Conversations to Voice on Unified Messaging Channels: Route inbound WhatsApp conversations to voice calls on Conversational Messaging WhatsApp channels. If you're already using Unified Messaging or if you're migrating from Agentforce Contact Center Digital, you won't lose your escalation path. Activate a voice channel directly from your WhatsApp channel settings, and calls can be routed to Agentforce agents or land in Omni-Channel like any other work item.
Record Personalized Voicemail Greetings for Inbound Calls: Deliver personalized calling experiences with prerecorded voicemail greetings that play when your reps can't take an inbound call. Reps can record up to 10 greetings to meet specific requirements. Any messages left by the callers are stored in your rep's personal voicemail box for review at any time. If your reps have assigned phone numbers to themselves, they can link them to specific voicemail greetings to provide the most relevant message.
Manage Your Caller Identity Directly with Autonomous Phone Number Assignment: Your reps can procure and assign local or standard company phone numbers to themselves without waiting for admin assistance. They can release a phone number and free it up for others once it's no longer needed. Reps also have the flexibility to switch between numbers based on the specific business requirements.
Access Your Phone Book Anytime from the Omni-Channel Widget: Your service reps can now open the configured contacts for their contact center directly in the Omni-Channel widget, whether or not they're on a call. Service reps can search the directory and place a call to other reps anytime during their shift. Previously, the phone book was only visible during an active call while initiating a transfer or conference.
Sync All Amazon Connect Queue Types to Your Contact Center: Configure and sync voice-only, messaging-only, and mixed (voice and messaging) Amazon Connect queues to contact center groups. When you add, update, or remove queues, channel mapping automatically enables or removes the appropriate voice and chat channels. Use contact center version 22.0 or later for messaging queue support. Previously, queue sync enabled only voice channels, which could leave chat channels orphaned and cause inconsistent routing profiles.
Find Available Reps Faster During Call Transfers: When transferring calls, service reps now see a filtered list of available reps in the Omni-Channel widget. Instead of the entire phone book, the list only shows who can accept the call, reducing scrolling and speeding up transfer times. Enable Direct-to-Agent Routing in your Omni-Channel settings to apply the filter by default.
Boost Rep Productivity with Voicemail Drop for Outbound Calls: When an outbound call reaches voicemail, your reps can leave a prerecorded message and disconnect the call. They can drop a default recording or select from several options to deliver the most relevant message. As it plays in the background, your reps can move on to the next task immediately, increasing productivity.
Turn On and Configure Volunteer Management with Agents: 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.
Easily Access and Review Service WhatsApp Health Status in Salesforce: Confirm the availability of your Service WhatsApp phone number, WhatsApp Business Account (WABA), Business and Salesforce App at the new WhatsApp Business Profile page in Salesforce. Additionally, review details about the phone number and business profile associated with your Service WhatsApp channel. Previously, you had to check your Meta account or query via an API to find these details.
Seamlessly Create and Troubleshoot WhatsApp Account Setup in Salesforce and Meta: On October 1, 2026, Meta’s Embedded Signup Flow v2 and v3 are deprecating. Salesforce will support Embedded Signup v4 at the time of this change. The Meta screens in our Unified WhatsApp or Service WhatsApp sign-up flows will have a different look and feel, allowing customers to create a WhatsApp Business Account or troubleshoot issues directly with Meta while staying in the Salesforce flow.
Present Customers with Data from External Sources in Dynamic WhatsApp Flows: Increase the accuracy of appointment booking, product browsing, feedback giving, and many more use cases by pulling in data from external sources. WhatsApp Dynamic Flows now supports endpoints in single-select, multi-select, dropdown, and date picker fields, and a footer. For example, a doctor’s office could ask a customer which body part is hurting, and then send the customer’s selection to the endpoint to return a list of doctors who specialize in that area. Previously, all possible selections in a dynamic flow form presented data that already existed within Salesforce, limiting the scope of what forms could collect.
Prepare for WhatsApp Service and Utility Message Pricing Changes: 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.
Share a WhatsApp Number Across Providers with Meta's Account Model Evolution: 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.
Check Out the New Digital Wallet Home Page and Left-Side Navigation: 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.
Gain Deeper Visibility into Slackbot Usage via Digital Wallet: 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.
Web Console: Web Console is a modern, lightweight, browser-based IDE built directly into Salesforce. Designed as a seamless replacement for legacy tools, it offers a unified development workspace powered by VS Code for Web without requiring local installations or complex setup.
Showcase Products and Services with WhatsApp Carousel Templates: Create carousel templates to send interactive, horizontally scrollable cards to customers on WhatsApp. You can use media card carousels with image or video headers and action buttons, linked to your Meta catalog for in-chat browsing and ordering. A carousel contains between two and 10 cards, and agents send them during messaging conversations on both UCP and Enhanced WhatsApp channels.
Interact with Agentforce Using WhatsApp Voice Messages: 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.
Get Clearer, More Natural WhatsApp Voice Messages from Your AI Agent: 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.
Generate Work Summaries for Enhanced Messaging and Voice Calls in Five More Languages: Work Summaries for Enhanced Messaging and Voice calls now support Czech, Greek, Hungarian, Polish, and Romanian, in addition to the previously supported languages. With these additions, more of your global service reps receive summaries in their preferred language. Summaries are generated in the rep's language even when the conversation takes place in a different language.
Automate Summary Generation for Enhanced Messaging: Give your service reps essential conversation details faster with work summaries that automatically generate at the end of each Enhanced Messaging session. Automatic summary generation is on by default, so service reps see their messaging summary as soon as the session ends. They can review and save it immediately after the session, or you can configure summaries to save automatically without rep review.
Automate Summary Generation for Voice Calls: Give your service reps essential call details faster with work summaries that automatically generate at the end of each Voice call. Automatic summary generation is on by default, so service reps see their Voice call summary as soon as they end the call. They can review and save it immediately after the call, or you can configure summaries to save automatically without rep review.
Work Summaries for Case (Beta) Is Being Retired: Work Summaries for Case (beta) is scheduled for retirement on September 30, 2026, and is in maintenance mode until then. You can continue to use Work Summaries for Case (beta) until that date, but we recommend transitioning to Enhanced Summaries. Enhanced Summaries offers role-specific summaries and more summarization features, which will help your service reps work more efficiently.
Workforce Engagement Management: Run a more efficient contact center and elevate the worker experience with native Workforce Engagement Management built into your CRM. Reduce operational costs and optimize staffing across every channel with predictive AI forecasting, capacity planning, and schedule management. Adapt quickly to changing demand with real-time intraday visibility, and improve customer interactions through objective quality evaluations and performance insights.
Workforce Management: Forecast demand, plan capacity, and schedule your contact center workforce. Create workloads from historical queue data, generate forecasts, calculate staffing requirements by job profile, and automatically create and assign shifts. Monitor workforce activity with Intraday and support employee self-service with integrated work calendars.
Find Shifts Faster with Advanced Search and Filters: Quickly find the shifts and service resources you need in Schedule Manager with advanced filters and search. Combine multiple filter criteria, search across supported records and fields, and save frequently used filter combinations for easier access.
Gain Visibility Into AI and Agent Performance: Evaluate contact center health faster in the Intraday Adherence Gantt. A dedicated AI workforce row shows hourly metrics for total interactions handled, escalation rates, and containment trends, plus predicted performance for upcoming intervals. Balance rep capacity against real-time AI containment trends to fine-tune resource allocation across channels.
Compare Required and Available Staffing at a Glance on the Capacity Plan Page: See how demand compares to available capacity right on the Capacity Plan record page. A chart shows required capacity against available capacity by job profile, and a detailed table breaks the comparison down further by job profile and channel. Shift requirements are no longer shown by shift templates, and shift creation is now available in Schedule Manager.
Simplify Workforce Management Discovery and Setup: Use Salesforce Go to discover and configure Workforce Management features from a single location in Setup. Access feature information, configuration guidance, and related resources to help you set up Workforce Management.
Create Shifts Faster with Drag-and-Drop Templates: Build shifts directly on the scheduling grid by dragging and dropping shift templates and patterns onto the resource and date you need. Quickly create and assign shifts without manually entering shift details.
Generate More Flexible Shift Schedules with Shift Patterns: Repeat shift pattern entries by specifying the number of Occurrences for each entry. When generating shifts from a pattern, you can also automatically assign service resources. Shifts that can't be auto-assigned are assigned a status in the Tentative status category.
Save Time Generating Shifts from Patterns or Capacity Plans: Generate multiple shifts at once from a shift pattern or capacity plan, and automatically assign them to eligible service resources. Shifts that can't be automatically assigned remain in Tentative status.
Manage Requests Without Leaving Schedule Manager: Review and manage resource absence requests directly from Schedule Manager. Review request details in the context of the schedule and approve or reject requests with comments. You can also create and deploy approval flows from the Salesforce Go page.
Monitor Net Staffing: View the Net Staffing Grid on Job Profile and Service Resource pages to quickly identify staffing gaps.
Find and Request Open Shifts to Fill Coverage Gaps: Browse eligible open shifts based on skills, territory, labor rules, and schedule, and request shifts from desktop or the Salesforce mobile app. The system automatically checks eligibility before a request is submitted, helping reduce the manual effort required to fill coverage gaps. Managers can review and approve or decline requests, while workers can track request status and view approved shifts alongside their regular schedule and time off.
Optimize Intraday Staffing with Real-Time Adherence: Spot staffing gaps faster and track schedule adherence right in the Intraday dashboard. Dynamic adherence scores, visual absence indicators, and color-coded status blocks compare scheduled activities against agents' active Omni-Channel statuses. Filter out-of-adherence agents by Job Profile or Service Territory, and set schedule allowance preferences to absorb minor variances. Platform events can trigger flow automation to handle your out-of-adherence process and notifications automatically, extending alerts to channels like Slack or email if an admin configures it.
Access Your Schedule Directly from Omni-Channel: Bring assigned shifts and scheduled activities into your Omni-Channel workspace. Now you can manage your schedule from the same place you manage your Omni-Channel status. The schedule automatically scrolls to the current time, making it easier to review your current and upcoming scheduled activities.
Manage Schedules with Scheduling Agent: Use natural-language requests to view shift details, create absences, find candidates to cover shifts, or reassign shifts. The Worker Shift Agent provides your shift information for a requested time period. The Scheduling Agent provides shift information for a requested worker, creates absences, finds candidates to cover a shift, and reassigns shifts to a requested worker.
Balance Rest and Coverage with More Scheduling Rules: Configure Rest Between Shifts, Rest Between Weeks, and Multiple Breaks rules to give schedule optimization more control over rest and coverage. Optimization enforces minimum rest between consecutive shifts and weeks, staggers breaks within set time windows, and schedules work and breaks at 15-minute intervals for greater precision.
Organize Shift Work with Shift Activities: Plan work more precisely by breaking scheduled shifts into individual shift activities in Schedule Manager. Add multiple activities to a shift, update existing ones, or remove activities as plans change. Shift activities inherit the parent shift's time zone and move together when you switch the time zone toggle, so schedules stay consistent.
Get Real-Time Notifications About Shift Changes: Stay up to date with your schedule through real-time Shift Assigned, Shift Unassigned, Shift Starting Soon, and Clock Out Reminder notifications without requiring you to continually check your schedule.
Plan Staffing with Skills-Based Capacity Plans: Select skill groups, channels, and job profiles, configure SLAs, and define work units to calculate staffing requirements for the skills your work requires. Valid job profile and skill group combinations are automatically identified based on shared skills, saving time and helping prevent manual mapping errors.
Forecast Demand with Skills-Based Workloads: Create forecasts from completed workloads to predict future demand, including skill- and skill-group-level demand. Review historical and forecasted Volume and Average Handle Time by interval, channel, and skill group to support workforce planning.
Support Skills-Based Planning with Work Skill Groups: Create work skill groups by selecting specific skills, either individual skills or combinations of skills, that represent incoming work patterns to support your staffing decisions. Before you create the work skill group, review work volume from the last 30 days and the number of service resources with at least the selected skills.
Improve the Worker Calendar Experience: Navigate the Worker Calendar with the keyboard, preview event details without leaving the page, pin the calendar to a custom Lightning page, and refresh it in place to see the latest shifts.
Expand Workload Planning Across Multiple Work Sources: Build workloads from Omni-Channel queue-based and skill-based work, Field Service service appointments, and custom objects for Mobile Workforce Management, then choose which dimensions to aggregate by — service channels, work skill groups, queues, regions, or work types.
Gain a Clearer Understanding of Unified WhatsApp Capabilities and Default Routing: After receiving clarifying questions about setting up Unified WhatsApp Capabilities and Default Channel, we re-wrote the page. Now, Capabilities directly state what you activate and configure. We also clarified how your default routing selection fits in with the back-end order of events when a messaging session begins.
Salesforce Winter '27 Release Notes: The Winter '27 release helps businesses turn AI into trusted, measurable impact, enabling agents to understand the business, work across systems, and get more done. With deeper intelligence, expanded automation, and industry-specific innovation, organizations can move beyond experimentation and put AI to work across their business with confidence.
