Latest Salesforce Updates

Monitor flow performance with visual dashboards showing execution time, element usage, and failure rates. Identify bottlenecks and optimize flows.

Compare two versions of a flow side-by-side to see what changed. Easily review modifications before activating new versions.

See performance metrics directly on the flow canvas. Identify slow elements at a glance with visual indicators.

Create PDF documents directly from Apex code without Visualforce. New PageReference.getContentAsPDF() method simplifies document generation.

ISV partners can now debug subscriber org issues without requesting login access. Enhanced tooling for managed package troubleshooting.

Security Health Check gets new baseline adjustments and improved recommendations. Better visibility into org security posture.

Modernized sandbox copy and refresh interface. Cleaner layout, better progress tracking, and improved configuration options.

Share report and dashboard folders with specific users by username. More granular sharing control beyond roles and groups.

Dashboard report tables now remember column widths, sorting, and filter settings. Previously beta, now generally available.

Describe a business process in natural language and Einstein generates a draft flow with correct elements, logic, and data operations. Now GA!

Use AI assistance directly within Flow Builder without admin configuration. Iterate on flows through conversation.

Automate Marketing Cloud Engagement emails directly from Flow Builder. No code required.

Visually build and configure complex AI agents with a drag-and-drop canvas interface.

Create AI agents for internal tasks like HR inquiries, IT support, and onboarding assistance.

Aura and LWR site editors are now generally available for Experience Cloud site building.

Improved file preview consistency across browsers and Experience Cloud sites.

Upload and handle files up to 200 MB with hybrid file handling.

Expose Apex REST and AuraEnabled methods as Agentforce agent actions without extra wrappers.

Speed up queries with Data 360 SQL for compact form queries and custom SQL in CRM Analytics.

Create manual and automatic promotions with discounts on products and categories. Define eligibility rules and sales channels.

Prices recalculate immediately as users edit quotes. Only changed lines are recalculated for faster complex quotes.

Define formulas to calculate discounts and totals through up to 5 levels of quote hierarchy nesting.

Use DRO for any transaction type including dunning and customer service workflows.

Display usage, overages, and prepaid amounts on invoices. Convert usage into tokens and currency.

Increased search limits for filterable attributes. Select more than 20 products simultaneously.

AI-powered assistant helps customers with invoice breakdowns and employees with payment plan details.

Decouple billing frequency from selling models. Bill monthly products quarterly or annually.

Internal users can log in using Touch ID, Face ID, or security keys. This phishing-resistant method also satisfies MFA requirements.

Track and audit changes made to user records. View modification history on user access summary page after enabling in User Management Settings.

Data Detect, Field Audit Trail, Platform Encryption, and Event Monitoring now consolidated into a single Shield app interface.

Critical real-time security events are now automatically stored in Event Monitoring, reducing manual configuration burden.

Starting 2026, new certificates have shorter maximum lifespans. Plan for more frequent rotations and avoid certificate pinning.

Enhanced cross-site scripting protection for Visualforce pages using apex:inputField. Test pages in sandbox before production deployment.

Sales reps can research leads, plan strategies, and update Salesforce records directly within ChatGPT using real-time CRM data.

Model Context Protocol support for AI agent development. Helps convert JavaScript LWCs to TypeScript and enables secure data connections.

Web-based IDE with AI-powered Vibe Codey assistant. Generate code from conversational instructions, debug, test, and deploy from browser.

Major update to Lightning Design System with improved UI consistency and performance optimizations across the platform.

Open standard for AI systems to securely connect with data, apps, and workflows. Agentforce agents can access Sales, Service, Marketing clouds.

Near real-time monitoring of additional event types via Streaming API. Enhanced security, performance, and adoption insights.

More intuitive permission configuration and auditing. Reduces errors and improves compliance with streamlined management interface.

You can now style screen flow elements with custom colors, borders, and button states. Set background, text, border colors, and even change button hover effects to match your brand.

New Kanban Board component lets you display records as cards in columns representing workflow stages. Group cards, show totals, and display up to 5 fields per card.

New Message component displays info, success, warning, and error messages in screen flows. Message type determines color and icon automatically.

Preview files directly in screen flows without downloading. Just pass the ContentDocumentId and users can review documents inline.

Collapse Decision, Loop, Wait, and Path Experiment elements in Flow Builder. Your layout is saved locally so you can focus on key parts.

Navigate the flow canvas using mouse wheel, trackpad, arrow keys, or scroll bar. No more dragging or using extensions.

Debug inputs like record values and variables are now saved in your browser. Rerun tests faster without re-entering data each time.

Enable flow logging to capture execution metrics, completion time, status, and errors. Data is stored in Data Cloud for analysis.

See which automations use a specific flow. The new Usage tab shows all dependencies including screen actions and subflow references.

Build record-triggered flows on ContentDocument and ContentVersion objects. React to file uploads and updates for any object.

New URL format opens screen flows in Lightning Experience with better performance. Use /lightning/flow/FlowName and pass variables via query string.

Users can now sort columns and edit text fields directly in data tables. Plus, text and URL columns can be rendered as clickable hyperlinks.

Add a Request Approval component to record pages. Users can submit for approval, select first approver, and add comments without custom buttons.

New Case Timeline shows key events in chronological order. Agents can quickly understand case history without digging through related lists.

Use Quick Text snippets in case comments including dynamic merge fields. Insert predefined responses with customer data filled in automatically.

Easily find files attached when a case was first created. No more digging through the full attachments list to find the original issue documents.

Define rules to automatically pause milestones when specific conditions are met. SLA timer stops when a case is waiting on customer response.

View milestones across parent, child, and related records. Teams working on linked cases can now see SLA timelines in real-time.

Omni-Channel Supervisor is now Command Center for Service. Same features, expanded visibility tools for support managers.

Route call transfers through Omni-Channel Flow for advanced logic. Use skills, case context, or custom conditions to find the right agent.

VoiceCall records now automatically link to source records when using Click-to-Dial, including custom objects. No more manual linking.

Partial survey responses can be saved for up to 999 days. Guest user responses are also saved. Plus, apply custom CSS for branded surveys.

Knowledge Maps are now generally available. Organize articles into clear hierarchies that are easier for agents and customers to navigate.

Central hub for sales reps to see performance, action items, and how Agentforce helps across meetings, opportunities, leads, and more.

AI-powered Setup assistant helps create objects, fields, permission sets, and troubleshoot errors. Chat-based admin experience in beta.

Account Plan Objectives can now include records from the entire account hierarchy, not just the directly linked account.

Pull Email Insights into custom report types for Accounts, Leads, Opportunities, and Contacts. Better visibility into customer communications.

ECI data is now stored on the Salesforce platform. Easier reporting, Flow automations, and API access for call analytics.

Add custom disclaimer text to exported reports. Appears after the standard Salesforce disclaimer for compliance requirements.

Embed custom Lightning Web Components in Salesforce Dashboards. Display complex visualizations alongside standard widgets.

Define agent behavior with Agent Script, a YAML-like language. Provide structured instructions for predictable AI agent responses.

Query up to 50 million records with the new Cursor class. Cache results server-side and paginate with fine control.

New test level runs only relevant tests during deployment. Salesforce determines which tests matter based on code changes.

Create reusable SOQL queries and expose them via REST API. Validate once, use anywhere including Agentforce actions.

Create and update records from LWC using GraphQL mutations. Reduce Apex dependencies with client-side data manipulation.

Import type definitions for base components using @salesforce/lightning-types npm package. Better TypeScript support for LWC.

LWC templates now support complex JavaScript expressions, not just properties and getters. More flexibility in template binding.

Add component and property descriptions to LWC metadata. Agentforce for Setup can recommend your components during page configuration.

Outbound messages no longer send session IDs. A security improvement that affects legacy integrations relying on this feature.

Draft and preview campaign briefs in an Agentforce conversation. Two-way email and SMS enable responsive customer conversations.

Partition data and assets into up to 50 business units. Each unit has isolated campaigns, audiences, and reporting with Data Space integration.

New extensions, reusable content blocks, and preconfigured templates speed up content creation. Plus, Handlebars scripting for pro-code options.

Reach customers via mobile app, SMS, email, and WhatsApp. Interactive templates, UTM tracking, and two-way conversations supported.

New dashboards for mobile app and push metrics. Conversion analytics with first/last touch attribution. Low-performing campaign detection.

Enable Blackhole feature to discard all outbound emails in sandbox. Test campaign logic safely without reaching real customers.

Align email consent between Account Engagement prospects and Marketing Cloud Next records. Unified consent tracking across platforms.

Add SMS and WhatsApp steps to Engagement Studio programs. Trigger messages through Flow Builder using Send to Flows action.

Uploaded files are scanned for malware. Malicious uploads are blocked. API uploads are scanned async and flagged in a Malicious Files list.

Renamed from Personalized Trust. Subscribe to notifications, view 1 year of incident history, and see org location and My Domain info.

New permission lets users delete files they can view without needing Modify All Data. Granular file governance without broad access.

Track up to 200 fields per object with Field Audit Trail. New Field History Explorer lets you download metadata and revert changes.

New Error Console centralizes page-level errors in Lightning Experience. Identify issues before users report them.

New Connected Apps creation is disabled by default. Migrate to External Client Apps for better security and packaging.