Latest Salesforce Updates

Add up to two row-level formulas per report instead of one. Answer multiple business questions in a single report without creating extra formula fields.

Approvers can now approve, reject, and comment on Salesforce approval requests without leaving Slack, while the Approval Trace component keeps the full audit trail on the record.

Define your brand colors once in Themes and Branding, then apply them to any report chart or dashboard with the new Brand palette option.

Slack's new Today page greets users with an AI-curated view of upcoming meetings, action items, and team highlights, including meeting prep and to-do surfacing.

Field sellers can record in-person meetings with the Salesforce mobile app and let Einstein Conversation Insights transcribe them and generate summaries and action items.

The Enhanced Profile UI now shows which related permissions will change when you update a permission, giving admins a chance to review cascading changes before saving.

Expose color, spacing, and dimension settings of your custom LWC flow screen components directly in Flow Builder with the new stylingHook tags.

Data Mask and Seed (v3.0) ships as a built-in core app with a simpler UI, so you can mask production data and seed sandboxes with realistic test data without installing a managed package.

Context Service actions can now be called directly from Flow using Apex-defined data types, letting admins pass context in and out through Flow variables without custom code.

Agentforce Vibes 2.0 makes VS Code a provider-agnostic, intent-driven IDE where you orchestrate multi-agent swarms across models like Claude and GPT-5, backed by 30+ Skills and 60+ MCPs.

Salesforce Multi-Framework lets developers build AI agents and apps with industry-standard frameworks like React inside one secure, governed Salesforce environment.

The Headless Experience Layer separates business logic, data, and permissions from the UI, so you define intent once and it renders natively everywhere your users work.

Sales goals can now be defined as either a currency amount or a quantity, so you can plan targets like revenue or units sold without workarounds.

The Agentforce sales agent can qualify Contacts and Person Accounts against your ICP, not just Leads, widening the pool of prospects it can work autonomously.

You can now restrict which fields the Sales Management agent is allowed to update on its own by editing the Process Field Update Suggestions flow.

Lightning Sync is being retired and Office 365/Exchange customers need to move to Einstein Activity Capture, with an August 2026 cutoff to migrate.

A new Grant Access Using Hierarchies setting on queues lets admins decide how far up the role hierarchy queue record visibility extends.

Omni-Channel can now prioritize work by the original request date instead of when the record entered the queue, so aging cases keep their place in line.

Omni-Channel can now route work items at a specified future date and time instead of immediately, useful for follow-ups and time-zone-aware handling.

Messaging sessions can now end automatically after a configurable period of customer inactivity, between 5 and 30 minutes, freeing agent capacity.

Cases created from Experience Cloud sites can now run through your standard case assignment rules automatically, no custom automation required.

The Last Used Date and Times Used fields on email templates now update when a template is sent from the Lightning email composer on a case.

Marketing Cloud Next now supports AMPscript alongside Handlebars, letting marketers retrieve and format CRM data in email content with familiar syntax and inline validation.

Marketing Cloud Next signup forms can now trigger flows like completion actions, and lists let you upload CSVs or add members manually without building Data 360 segments.

Marketing Cloud Next adds prebuilt triggers for common e-commerce behaviors like abandoned carts, price drops, and back-in-stock events, with dynamic offers embedded in emails.

A unified Engagement History view on opportunity records surfaces emails, form submissions, and webpage activity tied to the related contacts in one place.

Flow data tables can now show the related record name instead of the raw record ID for lookup fields-and optionally link directly to that record with a single click.

A new Radio Button Group screen component displays selection options as large horizontal boxes instead of a dropdown, giving users a cleaner and more visible single-select experience.

Fault paths can now be collapsed on the Flow canvas, keeping complex flows readable-extending the same collapse functionality introduced for Decisions and Loops in Spring '26.

You can now set a maximum batch size for Schedule-Triggered Flows, giving you finer control over performance and reducing the risk of hitting Apex governor limits on high-volume runs.

The Automation App's Flow list views now show an error rate percentage per flow element, letting you identify which elements are failing most often without digging into debug logs.

Flow Builder's error and warning panel gets a visual overhaul in Summer '26-issues are now organized into distinct cards, making it easier to scan, prioritize, and navigate multiple problems at once.

Organizations running SLDS 2 themes can now enable Dark Mode through a staged rollout, extending the dark UI experience to the updated Lightning Design System.

A new toggle in Setup's User Interface settings lets users with the right permission edit shared list views directly-no more routing every list view change through an admin.

Object Manager now includes a Field Access tab showing exactly which profiles and permission sets grant access to each field-centralizing permission analysis without switching between multiple reports.

A new Web Console arrives alongside Summer '26, providing an in-browser code editing and execution environment directly within Salesforce-no external IDE required for quick code tasks.

Two Release Updates improve the Salesforce interface for users at 200%+ zoom: page headers and modals now scroll correctly, and date pickers, popovers, and record headers display properly at high magnification.

The Salesforce-managed X (formerly Twitter) authentication provider is being retired in Summer '26. Orgs using it for login or integration must migrate to their own X Developer app before enforcement or authentication will break.

Apex's Blob.toPdf() method is updated to use the Visualforce PDF rendering service in Summer '26, improving font support and multi-character handling-but potentially changing existing PDF outputs.

Apex batch action results are now returned in the same order as the original request-a behavior change originally scheduled for Spring '25, now enforced in Summer '26.

The migration to Salesforce's multiple-configuration SAML framework-originally scheduled for Summer '24-is now enforced in Summer '26. Orgs on legacy single-configuration SAML SSO must migrate before enforcement.

API integrations still using hardcoded Salesforce instance URLs (e.g., na1.salesforce.com) must switch to My Domain URLs before Summer '26 enforcement-or API calls will break.

Flow Decision elements now support 20 new date-specific operators including Is Today, Is Tomorrow, Is Anniversary of Today, and Last Number of Days-no formula resources needed.

The Send Email action in flows now stores email templates by name instead of ID, so deployments between sandbox and production no longer break template references.

A new Create Agent element lets you add AI-powered Agentforce agents directly from the Flow Builder canvas, with custom instructions and actions configured inline.

Describe screen flow changes in plain language and Agentforce applies them automatically-add, remove, or modify screen and action elements without manual configuration.

New Apex code using API version 67 runs database operations in user mode by default and enforces sharing rules-making secure-by-default the new standard.

Apex now supports multiline string literals using triple single-quotes and dynamic string population via String.template() with variable maps-no more messy concatenation.

Preview individual Lightning Web Components directly in your browser or VS Code without full page reloads-now generally available with the Live Preview extension.

Lightning Web Components now support a central state management system, letting multiple components share and synchronize data through a shared store without complex event chains.

A new opt-in Release Manager lets you preview upcoming Salesforce features in sandboxes via three channels: Standard (stable), Accelerated (production-ready), and Dev (in development).

Agentforce can now autonomously handle routine SLA milestone communications-drafting and sending initial responses and status updates based on case progression so agents focus on resolution.

Pipeline Inspection now includes an Activity column with a visual heatmap showing inbound and outbound engagement across a rolling 30-day window-at a glance, per opportunity.

Marketing Cloud Next adds Rich Communication Services (RCS) as a new messaging channel, enabling branded, interactive experiences with rich cards, images, carousels, and suggested replies.

Flow Orchestration is now included as a standard feature in applicable Salesforce editions with no usage-based caps-orchestration runs are no longer gated by a separate entitlement.

Salesforce Files now automatically scans uploaded files for malware and notifies admins when a malicious file is detected-now generally available.

Agentforce can now diagnose both design-time issues in saved flows and runtime failures in active flows, then suggest specific fixes-available in Beta from Flow Builder.

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.