Admin Updates

A new beta feature lets you preview a record in a sidebar directly from a Lightning report, without opening a new tab or leaving the report page.

Lightning report and dashboard components can now be embedded in Lightning Web Runtime (LWR) Experience Cloud sites, a capability previously limited to Aura sites.

A new Common Rows Only option makes joined reports display only the records that appear in every block, such as accounts that have both cases and open opportunities.

The native Follow button can now be placed on the Dynamic Highlights Panel, letting users subscribe to record updates from modern record pages.

A new sharing setting preserves manual shares when record ownership changes, instead of silently deleting them during transfers.

Access to the Setup Audit Trail is now controlled by a dedicated View Setup Audit Trail permission, decoupled from the broader View Setup permission.

A new User Interface setting removes the page layout dependency for list view inline editing, so users can edit any field they have edit access to.

Field history tracking on the User object graduates from beta to generally available, with up to 20 trackable fields.

A new FORMULA() function in SOQL lets you run calculations directly in a WHERE clause, comparing fields without creating helper formula fields.

The Setup agent learns three new tricks: managing Dynamic Actions on mobile via natural language, creating related list enrichments conversationally, and customizable Org Health metrics.

Case milestones can finally be deleted, via Data Loader or Apex, resolving an IdeaExchange request that dates back to 2017.

Case merge settings scattered around Setup are consolidated into one page covering Case Merge, Enhanced Case Merge, and Case Merge for Omni-Channel.

Knowledge gets three upgrades: draft articles from any record with custom prompt templates, a similarity score that flags near-duplicate articles, and reusable read-only Knowledge Blocks.

Winter '27 lets you collapse the left navigation sidebar in Setup and Object Manager. More screen space for wide configuration pages, with navigation one click away.

The customizable home page for the Salesforce mobile app gets its own dedicated toggle in Winter '27. Admins can now control the mobile home experience independently.

Flow Builder gains a filter that highlights unused elements and components missing descriptions in Winter '27. A built-in way to spot technical debt inside a flow.

Screen flows can now run as mass actions on list views and related lists, receiving the selected record IDs in a collection variable.

Winter '27 adds tagging to flows: assign multiple tags across categories when saving, then browse them in the Automation app.

Two new simplified Decision elements branch your flow by a field value or by a date without building full Decision logic.

Flow Builder gets a modern look in Winter '27: compact element cards, a grouped right-side element menu, canvas display preferences, and a color picker for Display Text.

A new edit history button shows every change made in a flow version, who made it, and lets you restore or save changes as a new version.

A new Time screen component captures time input in screen flows, with configurable ranges, intervals, and custom error messages.

Winter '27 enforces several release updates, including profile filtering, authorized email domains, accessibility styling, and the retirement of the OAuth 2.0 Username-Password flow.

A new User Interface setting lets users inline edit list views that contain multiple record types, ending a long-standing limitation.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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

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).

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.

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!

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.

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.

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.

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

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.

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

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

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

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.

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.