Winter '27

To authenticate with the SOAP API login() operation, users must be assigned the Use Any API Auth user permission, or authentication will fail.

A release update prevents anonymous Apex code execution coming from managed packages.

Prevents installed managed package session IDs from authenticating and executing anonymous Apex code.

This Release Update decouples guest-user field masking from portal-user masking: turning on Independent Guest Field Masking makes the PII that unauthenticated guest users see governed by a new Guest_PersonalInfo_EPIM field set, while portal users stay governed by PersonalInfo_EPIM. Enforced in Spring '27; review and activate from Setup > Release Updates.

Einstein Quick Quote for Enterprise Sales Management is retired in Winter '27. Along with it, the Contract Option in Custom Discount Allocation Type settings and the sort functionality on the Product Catalog are also retired.

A WCAG 2.2 Resize and Reflow Release Update that keeps cards, docked containers, menu lists, and panels readable at 400% magnification and 1280px width by wrapping header content instead of clipping it. It depends on the Page Headers and Modal Windows accessibility Release Update being enabled first. Enforced in Winter '27; test and activate from Setup > Release Updates.

A WCAG 2.2 Resize and Reflow Release Update that adjusts date pickers, popovers, bottom utility bars, and record list-view headers so they stay usable at 400% magnification and 1280px width; truncated utility-bar button labels reveal their full text on hover or keyboard focus. It depends on the Page Headers and Modal Windows accessibility Release Update, which must be enabled first. First available in Winter '26, with enforcement moved from Summer '26 to Winter '27. Activate from Setup > Release Updates.

This Release Update makes Lightning Experience adapt page headers and modal windows for users viewing the browser above 200% zoom, as part of Salesforce's WCAG 2.2 Resize and Reflow effort: the page header scrolls with the page instead of covering content, and modal buttons and content stay inside the viewport. It was first offered in Summer '25 with enforcement postponed from Summer '26 to Winter '27, and the other Winter '27 accessibility Release Updates depend on this one being enabled first. Test and activate it from Setup > Release Updates before the enforcement date.

A WCAG 2.2 Resize and Reflow Release Update that keeps To Do lists and Lightning dual listboxes usable at 400% magnification (1366px width) by wrapping content rather than clipping it. Unlike the other Winter '27 accessibility Release Updates, this one is scheduled for enforcement in Spring '27. Activate from Setup > Release Updates.

This Release Update replaces JDK locale formats with ICU locale formats for dates, times, currencies, addresses, names, numbers, and week start. It has been available since Winter '20 and is not enforced in Winter '27, but orgs still on JDK are encouraged to switch manually. To use ICU formats in customizations, all Apex classes, Apex triggers, and Visualforce pages must be on API version 45.0 or later; en_CA requires separate activation in User Interface settings.

Profile filtering is enabled by default to prevent users from viewing profile names other than their own unless they are assigned the View All Profiles permission.

The Experience Builder Agent, a beta feature for enhanced LWR sites, is discontinued as of Winter '27 (September 2026). Agents created during the beta can no longer be used, and the feature can no longer be enabled.

The Experience Delivery infrastructure for LWR sites, a beta feature, is discontinued as of Winter '27 (October 2026). Republish any site still hosted on Experience Delivery so it migrates to standard LWR infrastructure; sites that aren't republished keep working but can degrade over time.

Apex classes and triggers saved at API versions 9.0 through 19.0 will be retired in a future release, and the Apex compiler now warns when you compile or deploy code at those versions (in Setup, Salesforce CLI, VS Code extensions, Web Console, and Tooling API). Update affected classes and triggers to API version 20.0 or later; managed package code at these versions must be fixed by the package developer. This retirement is unrelated to the Salesforce Platform API retirement and does not affect Visualforce, Flow, or Process Builder versions.

Data 360 no longer lets you create a legacy Snowflake data share target, and existing data shares that use one must move to a Snowflake V2 data share target by October 31, 2026. The V2 zero-copy connector authenticates with OIDC instead of username/password OAuth and supports acting on change data with Snowflake streams and tasks. Create and link a V2 target, confirm data shares work against it, then unlink the legacy target so downstream pipelines and dashboards keep receiving data.

Organizations that previously disabled user email verifications via Support must configure authorized email domain settings to preserve user email sending capabilities.

Salesforce is ending support and bug fixes for connected apps in Summer '27, requiring migration of integrations to external client apps.

The Data Cloud Profile Engagements widget has reached end of life and is replaced by the Data 360 Engagement Timeline, a Lightning App Builder component that shows engagement data in chronological order on Account, Contact, Lead, Person Account, and Prospect records and can surface up to 10 engagement types. Rebuild affected record pages on the new component: configuring it needs Data 360 access plus the Customize Application permission, and viewers need a Data 360 license, access to the configured data space, and explicit object-level access to each engagement object (control-by-parent is not supported).

Retires the OAuth user-agent and hybrid user-agent flows, requiring integrations to migrate to the OAuth web-server flow or hybrid web-server flow with PKCE.

This Release Update optimizes the Configuration API to reduce configuration processing times when using Product Configurator. It's available starting in Winter '27; enable the test run in a sandbox to confirm the optimizations work with your setup before enforcement.

Activity 360 Reporting, Activity Metrics, and the Activities Analytics Dashboard are being retired because they aren't compatible with email synced as Task and EmailMessage records; the related objects UnifiedEmail, UnifiedEmailParticipant, UnifiedMeeting, UnifiedMeetingParticipant, UnifiedTask, and UnifiedTaskParticipant are also scheduled to retire. Turn on Sync Email as Salesforce Activity (via Update & Migrate in Setup) and rebuild reporting on standard Task/EmailMessage data, SOQL, and APIs. This also affects Prospecting Center, Pipeline Inspection, and Einstein Conversation Insights.

Lightning Sync is scheduled to retire in 2027. Migrate to Einstein Activity Capture with the Lightning Sync migration tool in Setup, assign EAC permission set licenses, confirm users are in an active EAC configuration, then turn off Lightning Sync. You can't migrate with Exchange Web Services (EWS) as the auth method, so upgrade Lightning Sync from EWS to Microsoft Graph before October 2026 first.

Release updates turn on profile filtering by default and introduce updated behavior during sharing recalculation.

Turn on profile filtering by default and address changes in sharing recalculation behavior.

The beta feature to show only matching records across blocks in joined reports was removed as it was not ready for release.

Marketing Cloud Next landing pages hosted on retired infrastructure can degrade in performance; republishing a page moves its content to supported infrastructure without changing content. Check the Publication Calendar in your Content Workspace and republish any landing page not published in over 6 months. Effective October 2026.

Salesforce is restricting the OAuth 2.0 device flow to local external client apps with a localhost callback URL, requiring connected apps to migrate.

Salesforce is ending support for the OAuth 2.0 username-password flow for connected apps, breaking integrations that rely on this authentication method.

The Sales Engagement Performance Dashboard is scheduled for retirement in November 2026. Use the Sales Engagement Sample Dashboard to access Sales Engagement data instead.

Retires password and OAuth 2.0 authentication for the Salesforce Connect cross-org adapter in Spring '27, requiring external data sources to migrate to named credentials.

A notification indicates that Salesforce enforces new security requirements beginning in Summer 2026.

Salesforce for Outlook is retired in December 2027, after which it no longer syncs contacts, events, or tasks and its features (such as the side panel) become unavailable. Move to the Outlook integration and Einstein Activity Capture.

Salesforce Functions is no longer available for purchase or renewal, requiring existing users to review retirement plans.

Bulk API, SOAP API, REST API, and every REST API under /services/data/vXX.X/ (Connect REST API, Metadata API, Tooling API, Place Order, Reports and Dashboards, and more) at versions 31.0 through 40.0 are being deprecated in Summer '27 and retired in Summer '28. After deprecation these versions get no security or bug fixes; after retirement calls to them fail. Move all integrations to API version 41.0 or later.

Salesforce to Salesforce will be retired in Spring '27. Organizations must migrate integrations to modern alternatives like Partner Cloud or MuleSoft.

The SOAP API login() call in legacy API versions 31.0 through 64.0 will be retired and unsupported in Summer '27.

Standard volume platform events are retired on December 15, 2026. Before then, stop all publishing and let subscribers (triggers and flows) finish, then use the migration button on Setup > Platform Events to convert all standard volume platform events to high volume platform events. Each event takes roughly 15 minutes (up to 24 hours in rare cases); during migration publishes fail and you cannot create new triggers or flows.

Prepares orgs for email becoming the default login experience alongside new security requirements taking effect in Summer 2026.

API traffic relying on instanced URLs must be updated to use the organization's My Domain login URL to maintain uninterrupted API access.

Microsoft retires Exchange Web Services (EWS) for Microsoft Office 365 in October 2026, after which Einstein Activity Capture configurations on EWS stop syncing. Use the single-click upgrade tool to move to Microsoft Graph authentication; new EAC + Microsoft 365 setups from Spring '26 already use Microsoft Graph. If EAC uses User-Level OAuth, users must reconnect their accounts.

Because Microsoft retires Exchange Web Services (EWS) in October 2026, transition Salesforce Inbox's Microsoft 365 authentication from EWS to Microsoft Graph using the upgrade tool; users must reconnect their Microsoft 365 accounts. New Inbox + Microsoft 365 setups from Spring '26 already use Microsoft Graph.

Introduces a dedicated View Setup Audit Trail permission allowing admins to grant setup audit trail access to users without providing full View Setup access.

Work Summaries for Case (beta) is in maintenance mode and is removed on September 30, 2026, after which Case Summaries are unavailable. Transition to Enhanced Summaries, which offers role-specific summaries and more features.

Limits on procured phone numbers are now enforced for Agentforce Voice, setting a maximum of 10 phone numbers for sandbox and trial orgs and license-based limits for production orgs.

Redirections end in sandboxes for instanced URLs in API traffic, and orgs using third-party services for custom domains must update their target host names.

Redirections for instanced URLs in API traffic are ending in sandboxes. Third-party served custom domains must also update their target host name.

Non-public internal system fields are filtered out from custom object data returned in Aura action responses to align with public API standards.

Redirections end in sandboxes for instanced URLs in API traffic, and target host names must be updated if custom domains are served by a third party.

Agentforce IT Service moves to a clear ownership model: Incident Owner for individual or queue ownership and Assigned Group (public groups only, not queues) for team ownership. For orgs created after Winter '26 the legacy Assigned User field is hidden by default and inaccessible via API, so update integrations to use Incident Owner. Existing orgs can still use Assigned User but should transition.

Sharing recalculations after large group or role updates are now asynchronous, which may break custom logic relying on immediate synchronous updates.

B2B stores created before Summer '25 that use Place Order orchestration are excluded from the background Order Ingestion job until updated.

From Winter '27, calling window.open(url, '_blank') (or omitting the target, which defaults to _blank) for a same-origin Salesforce URL throws a LockerSecurityError under Lightning Web Security for Aura, so code that opens same-origin links or downloads in a new tab breaks. Replace those calls with a programmatically created, detached anchor element that sets href, target='_blank', and rel='noopener noreferrer', then calls click() without appending to the DOM. For same-tab navigation use window.open(url, '_top') or set a.target to '_top'/'_self'/'_parent'.

A new Approval Agent lets sales reps submit and recall approval submissions and track pending approvals, and lets reviewers retrieve submissions, generate AI-assisted summaries and comments, and approve or reject faster. Available where Advanced Approvals and Agentforce are enabled, starting the week of September 14, 2026.

A set of LWC development skills covering accessibility, data, design, dev, docs, migration, testing, and security is published in the forcedotcom/sf-skills GitHub repo and works with AI tools that support agent skills, including Agentforce Vibes and Claude Code; each skill auto-activates when a task matches. Examples: experience-lwc-generate, experience-lwc-design-generate, experience-aura-lwc-migrate, experience-lwc-accessibility-validate, experience-lwc-security-validate, experience-lds-graphql-generate. Available since the week of August 17, 2026.

Three SLDS AI skills, available through the forcedotcom/sf-skills GitHub repo for tools that support agent skills (including Agentforce Vibes and Claude Code), help apply SLDS 2 code (design-systems-slds-apply), validate compliance (design-systems-slds-validate), and migrate SLDS 1 to SLDS 2 (design-systems-slds2-migrate). They activate automatically when you work on LWC or SLDS code.

A new Assign Incident Entitlement Based on Privilege flow template automatically applies an entitlement to incidents reported by employees whose service management privilege is tagged VIP, giving faster SLA times. Person Accounts must be enabled; assigners need the Assign Service Management Privilege User permission. Set the Entitlement ID in the flow's Update Incident element and activate it.

The Salesforce Integration User can now access Energy & Utilities objects, so integrations and background jobs can read and write those records without a full user license.

MuleSoft is coming to Government Cloud Plus and Government Cloud Plus - Defense, letting public sector orgs build automation and integrations with MuleSoft in those compliance environments.

You can now expose the standard Follow button on a Dynamic Highlights Panel from Lightning App Builder so users can subscribe to updates on key records; the button is hidden by default and controlled by the 'Hide Follow/Unfollow button' property.

Delivers org-specific implementation recommendations and step-by-step guidance directly to admins with automated completion tracking.

Agentforce DX brings pro-code tools for creating, previewing, and testing agents directly in a Salesforce DX project using Salesforce CLI agent commands and VS Code. Updates ship on the weekly Salesforce CLI release cadence.

Education Cloud is now Agentforce Education, delivering updated CRM and SIS capabilities across recruitment, admissions, academic operations, and advancement.

Unifies customer data across banking, wealth, and insurance platforms using AI automation to deliver tailored engagements and financial insights.

Provides a conversation-first IT service solution using AI-driven automation to resolve tickets faster and deliver proactive employee support.

Agentforce Lead Nurturing is renamed Agentforce Engagement to better reflect the range of prospect-nurturing work it does. The old name may still appear in some places while the change propagates. Available beginning August 24, 2026, with the Agentforce Engagement add-on.

The Agentforce platform is auto-enabled for all orgs with Agentforce access, removing the manual toggle setting from Setup.

Delivers the latest AI agent features for Agentforce Service.

Expands language support for summaries, brings Work Summaries to Voice calls and Enhanced Messaging, and grounds Service Replies for Email in Enterprise Knowledge.

CRM Analytics lenses and dashboards can now use Gantt charts to show activity schedules, task durations, and overlaps, with standard filtering and faceting and optional dimension separators and vertical grid lines for dense timelines. Select Gantt from Charts and map fields to Start Date, End Date, and a category.

You can now create reports on Incident History, Service Request History, Problem History, Change Request History, and Release History objects to audit field changes on IT Service records for compliance and to find where tickets stall.

CRM Analytics now supports 18-digit precision for measures, preventing value overflow errors in calculated values at scale, and orgs with null measure handling enabled also get faster query performance. Run recipes with a full data sync to refresh measure values; orgs created before Spring '17 may need to enable 'Allow null measure handling for datasets' in Analytics settings.

API version 68.0 adds and changes Apex classes, enums, interfaces, and Connect in Apex (ConnectApi) classes, including a new SF_Archive namespace with methods for testing Apex against archived data without live callouts. Review the Apex New and Changed Items list before compiling code at API 68.0.

API Catalog allows centralizing services like APIs and MCP servers from MuleSoft, Heroku, and Apex to activate for Agentforce agents, flows, and external MCP clients.

API version 68.0 adds new and changed standard objects, Metadata API types, and Tooling API objects. Notable additions: a FlowSettings field to control the Enable the Automation Lightning App preference via Metadata API, admin control over guest user access to GraphQL API, running a flow explicitly in user context, and accessing related Data Model Object records in a Record Query Flow.

Contract pricing for subscription products now applies to amend, renew, and cancel operations: after an order is placed the contract is stamped on the order line item and reused for subsequent lifecycle operations. Create a separate contract item price per product selling model; customize resolution by implementing the Apex resolveContracts method in the pricing extension. Requires Revenue Cloud Advanced Edition.

Loyalty Management can now apply discounts and issue rewards in one API call, reducing round trips when processing member transactions.

Point of Sale product bundles (Product Bundles V2) now carry pricing, images, and promotions, and bundle rules apply consistently across sales, returns, exchanges, and fulfillment, with receipts and logs reflecting bundle details. Turn on Enable Product Bundles V2 under CMS > Store Management > Store Settings > Feed > Products.

The CPQ_StartMassDiscountExpanded integration procedure slices root items into smaller chunks so mass discounts apply to enterprise-scale quotes that previously failed at the size limit, with no recompile or data setup. The cloneItems API improves scalability for large data shapes that previously failed or timed out, and the GCITrimFieldsToInclude field set on QuoteLineItem controls which attributes are included in the GetCartItems Trim mode response.

Volume-tiered pricing adjustments now apply to subscription products across purchase, amendment, and renewal flows for both standard and contract pricing.

The Opportunity Scoring model is enhanced with Data 360 AI models that factor in actual conversation data and engagement signals alongside standard opportunity fields, so reps can better tell healthy deals from at-risk ones. Turn it on from Salesforce Go > Opportunity Score.

Buyers automatically receive an Order Creation Failure email when a cart reaches a Failed status during order conversion. Carts in pending status do not trigger this email.

Marketing Completion Actions in Flow Builder let you attach follow-up actions (notify a user, assign a lead to a user or queue) to a flow outcome without building separate flow logic per outcome. Add an Action element and select Marketing Completion Actions. Available from August 2026.

A prospecting agent can now be scheduled to run automatically on a set day, time, and frequency, so reps start the day with a fresh prospect list without anyone kicking off a run. Configure it on the Assign Prospects page with 'Distribute equally amongst sales reps'.

When a B2B order fails, reserved inventory items can be released to avoid inventory mismatch. Payment reversal or custom post-order cleanup can be configured for failed orders.

The new Consent Request flow action can be used in record-triggered flows to automate consent management, for example opting new leads into certain emails or opting contacts out of a subscription when a related opportunity closes.

Automate end-to-end cross-departmental and industry-specific workflows across sales, service, marketing, commerce, and revenue teams.

Manage delinquent and non-delinquency repossession lifecycles while accelerating claim processing with the Warranty Claims Adjudication Assistant and Agentforce sales concierge.

Automotive Cloud adds a collections-to-repossession workflow: move a delinquent account into pre-repossession from the Collection record when it is a set number of days past due, run structured pre-repossession appraisal and viability assessments, submit them for manager approval, pause and resume with hold management, coordinate repossession agencies, and track vehicle location via telematics. Warranty claim management adds full cost capture and a single stakeholder view, plus Agentforce-assisted adjudication and one-click Automotive feature setup.

Elastic limits (beta) now extend to Batch Apex, alongside future methods and Queueable jobs, so an org exceeding its rolling 24-hour asynchronous job limit can keep enqueuing up to a higher elastic limit; past the standard limit the system throttles in-flight Batch job processing and caps new Batch jobs at one active job. A production org's elastic headroom is now capped at its licensed async limit or 2 million jobs, whichever is lower (was 10 million). Turn on 'Use elastic limits for asynchronous Apex jobs (beta)' in Apex Settings and check usage with the OrgLimits class.

Locate and recover backup data with granular control, search backup history for specific records, download metadata, and reload child objects that fail during preview restore.

You can bring your own carrier to Agentforce Contact Center, keeping existing carrier relationships and phone numbers: add numbers in E.164 format (up to 10 at a time) with type, country, capabilities, and direction, and create a trunk connecting your telephony infrastructure to Salesforce. Only successfully synced numbers can create voice channels; Bring Your Own Carrier channels and numbers are flagged in your lists.

Enterprise Sales Management (Revenue Cloud for Communications) now exposes invocable actions to build and manage quotes, so quote creation and updates can be automated from Flow and other automation without custom Apex.

The Apex Symbol API (beta), a Tooling API REST resource at /tooling/symbols, returns detailed type metadata for built-in, custom, and dynamic Apex types (classes, interfaces, methods, triggers) using the same type information the Apex compiler uses. It is meant to power IDE code completion and to give AI agents accurate context when generating Apex. The endpoint requires a category parameter (builtin, database, or dynamic), supports optional namespace and name filters, and allows only one concurrent caller per org. Available in API version 68.0 and later.

Flow Builder auto-generates element labels from the properties you configure and keeps them updated as you build, while preserving any label you edit manually. This behavior is on by default when you open Flow Builder and requires an Agentforce license.

You can now build forms and landing pages with custom HTML in addition to standard components; the system verifies the HTML and runs safety checks before saving to block unsafe code. Handlebars and AMPscript logic used in emails also run on landing pages now, and forms/landing pages can read from and write to core objects, marketing objects, prospect data, and data graphs.

Manufacturing Cloud agents can now be built, previewed, tested, traced, and debugged in the new Agentforce Builder, and the Industries Sales Concierge Agent can be set up with a single click. The release also adds advanced pricing for manufacturing sales orders, automated parts returns for warranty claim refunds, account health and retention risk scoring, and planned-vs-actual product demand comparison.

In Content Builder you can define data sources, expressions, and dynamic content blocks once and reuse them across SMS, WhatsApp, RCS, push, and in-app messages. The Data Sources tab organizes Salesforce records, data graphs, offers, Apex, events, and activations into Inputs, Data, and Expressions, and personalization tokens resolve to the same values per recipient across channels.

An Omniscript or Integration Procedure can call an activated decision table directly through a Decision Table action, without Apex controllers or workarounds. Map incoming JSON to the table's inputs with Omnistudio merge-field syntax; results merge back into the JSON. Available where Business Rules Engine is enabled.

Allows service reps to translate Case Subject and Description fields on the fly and improve case comments with AI-driven tone and clarity suggestions.

Flow Builder now warns at save time when an Assignment element sets a record field to a fixed text value longer than the field's maximum length, naming the field and value so you can fix it before a run-time failure. The check covers only Assignment elements with fixed text values, not variable references.

Flow Builder now warns at save time when a Create Records element that uses a record variable is missing an assignment for a required field, instead of surfacing the problem only at run time. The check runs only for values it can determine at design time, not values supplied by input variables or subflows.

Advisements (beta) now checks for up to 21 implementation risks, up from 14, adding detection for Content Security Policy violations, outdated Salesforce API versions, and unused Data Detect scans. Admins are alerted in the notification tray when an advisement is generated, completed, or needs attention, rather than checking for recommendations manually.

Salesforce Scheduler now reads a partner user's connected external calendar for busy and free time, so self-service booking flows only offer slots when the partner is genuinely available. Previously, partner users managed availability in personal tools and meetings booked outside Salesforce could cause double-bookings.

Flow Tags add a structured classification layer to the flow list: create tags and tag groups in the Automation App's Tags tab, then assign tags per flow or in bulk and filter the Flows list by one or more tags. You can also set tags from the Save As modal in Flow Builder.

A new Unused filter in the Flow Builder Toolbox narrows the resource list to items with no recorded usage, making it faster to spot and delete leftover resources in large flows. Available only in auto-layout; the filter clears when you close Flow Builder.

Commerce is now named Agentforce Commerce, though references to Commerce remain in applications and documentation.

Agentforce automates enterprise quote creation, while Revenue Cloud for Communications introduces new REST APIs, coupon controls, and stackability groups.

Communications Cloud adds Communications Sales Insights to track revenue execution across the pipeline for forecast accuracy, advanced selection mode for bulk price adjustments on quote line items, disconnecting child or grandchild products from bundles with accurate cart updates during order capture, custom logic hooks after multi-site copy completes, and converting customer assets to enterprise orders directly in Enterprise Sales Management.

A new FORMULA() function lets a SOQL WHERE clause do arithmetic and compare values between fields directly, without a formula field or post-processing. Beta, available only in sandbox, Developer Edition, and scratch orgs in API version 68.0 and later; not available in production.

Flow Version Comparison now supports Data 360-triggered flows and Agentforce Marketing flow types (segment-triggered, automation event-triggered, and API event-triggered), works across all audience sources in segment-triggered flows, and shows changes in both table and canvas views.

Experience Cloud sites that began a CDN migration to Cloudflare but never finished activation now have that stalled activation cancelled automatically 30 days after it stops progressing, and the site keeps serving from its existing CDN provider with no interruption. If an activation is cancelled, edit the domain, set the CDN partner back to Cloudflare, and restart activation, then click Activate on the domain once provisioning finishes.

Build, test, and activate Document AI configurations through natural-language conversations by connecting AI agents such as Claude or Cursor to the Data 360 MCP server.

Partner Portal users can connect their Google or Microsoft Office 365 calendars to Salesforce through Einstein Activity Capture, so customers can book on partner calendars via Salesforce Scheduler with real-time availability checks. Requires the PartnerEAC add-on license and the PartnerEACUser permission set, plus a Partner EAC configuration in Einstein Activity Capture.

Offers customized trade calendars, modernized organizational unit data filtering, system browser authentication, and the ability to abort runaway job chains from Apex.

Choose between Agentforce Contact Center and Partner Contact Center, with shared capabilities such as Messaging.

Data Processing Engine definitions running on CRM Analytics or Data 360 can now choose to convert all currency fields to a single currency or keep each amount in its original currency for custom conversion logic, replacing the previous inconsistent per-runtime behavior. The setting appears only in orgs with multiple currencies enabled, under Set Up > Currency Conversion in the DPE builder.

A new lightning/platformNavigationItemApi LWC module manages navigation items in the item menu of Lightning console apps, replacing the lightning:navigationItemAPI Aura component. Methods (all returning promises) include focusNavigationItem(), getNavigationItems(), getSelectedNavigationItem(), setSelectedNavigationItem(developerName), and refreshNavigationItem().

Flows can now override the default caller ID per call so customers see a contextually appropriate number based on call purpose, segment, line of business, or region. Add the Set Voice Configuration action to an outbound call flow and use a static CLI or a dynamic one (for example, read the customer's Country field and look up the CLI from custom metadata). Requires the Agentforce Contact Center Admin (Salesforce Voice) and Manage Flow permission sets.

Most Salesforce Edge Network routing options can now be switched from the My Domain Setup page without contacting Salesforce Support each time. Turning on Global Selective Routing for the first time still requires a Support request; after approval you can switch routing options yourself.

Save As New Flow for an audience flow now lets you choose whether to duplicate associated email, SMS, WhatsApp, and RCS messages or link to the originals, and whether to copy segments and list trigger definitions, so a copy has an independent starting point. Segments link by default to conserve asset limits, and Flow Builder validates quota before creating copies.

A REST API now manages all content in the Marketing Cloud Next CMS: create, modify, and search content for the Email, SMS, WhatsApp, and Mobile App channels, and manage video content, content blocks, tracked links, and forms.

Agentforce Content Agent generates, refines, and publishes personalized on-brand content and images for email, SMS, MMS, and RCS in a collaborative AI workspace, grounded in your marketing briefs, customer data, and brand guidelines, with review and approval before publishing. Add the Agentforce Content Agent navigation item, create a workspace, and publish output to Salesforce CMS for use in Marketing Cloud Next and the Marketing Goals Agent.

Data Detect policy creation and editing is now a single guided flow where you enter policy details, select objects individually or in bulk, and define scan criteria on one screen while seeing how filters affect the object list and field counts, instead of creating the policy first and adding objects and criteria in separate steps. Requires the Salesforce Shield or Data Detect license.

Einstein Knowledge Creation can now draft articles from any record (cases, incidents, work orders) using multiple custom prompt templates built in Prompt Builder with plain-language instructions and merge fields, instead of a single case/messaging-only template. Reps pick a template and create articles from a record or conversationally via Agentforce. Turn on Einstein Knowledge Creation and Prompt Builder Template in Setup, then build a Knowledge Generation template in Prompt Builder.

Engagement agents built on the Agent Script-based Engagement agent template are now created and edited in the new Agentforce Builder inside the Agentforce Studio app, giving finer control via custom business rules and guardrails; the older Engagement (Legacy) template still uses the Setup-based Agentforce Builder. The New Agent button was removed from the Setup Agentforce Builder on July 13, 2026, and some settings (Send as Seller, Require Manual Approval, Agent Working Hours) moved to Cadence Settings on the agent details. Guided setup stays in Salesforce Go.

Updates across CRM Analytics feature improvements to dashboards, lenses, analytics apps, and data integration functionality.

Named credentials now support custom Certificate Authority (CA) certificates for outbound authentication.

The SLDS 2 Styling API adds component-level styling hooks, CSS custom properties named --slds-c-{component}-* that customize spacing, color, border, shadow, and typography for one component without touching global hooks, and inherit across Shadow DOM boundaries for use in LWC. Component-level hooks reference global hooks by default and support a modifier pattern where variant styles cascade. Developer preview; find each component's hooks on its Specifications tab on the SLDS 2 site.

Marketing Cloud Next expands AMPscript and Handlebars function support: build rowsets, look up rows, and claim rows in marketing objects; use regular expressions for personalization logic; create MD5 and SHA512 hashes to avoid sending sensitive content in plain text; and create impression regions.

You can now rename fields, edit field values, and assign chart colors for Data 360 data lake objects, data model objects, and calculated insight objects used in CRM Analytics lenses and dashboards; the customizations apply everywhere the data source is used without changing the underlying Data 360 data. Use the field's action menu in the lens explorer's Fields panel.

CRM Analytics table widgets now support dynamically hiding, freezing, and reordering columns at view time and setting column widths in edit mode, so one dashboard serves different user needs without maintaining multiple versions. Use the column header action menu, or drag the divider between headers to resize.

Compare disparate data sources using joined reports, evaluate global revenue with converted currency values, and track customer sentiment trends.

Enhances joined reports for cross-source analysis, enables global revenue comparisons via currency conversion, and tracks customer sentiment trends.

Compare related data in joined reports across regions using converted currency values and analyze customer sentiment trends.

Data Cloud is rebranded to Data 360 as of October 14, 2025, maintaining all existing functionality and content while transitioning application and documentation references.

Data Detect in Salesforce Shield can now scan Data 360 data lake objects (DLOs) and features an improved guided flow for policy creation.

Before a bulk user creation for the Unified Employee License, or before updating sharing rules that affect the All Restricted Employee User group, suspend automatic sharing rule calculations so the update completes before Salesforce recalculates access for every affected record, then resume them.

Delete approval submission records to satisfy GDPR and other regulatory compliance requirements.

During Agentic Portal setup, Enhanced Chat (formerly Messaging for In-App and Web) is provisioned and deployed automatically, without manually configuring messaging channels or embedded service deployments, so the portal's Agentforce Customer Service Portal agent or Help agent is live when setup finishes.

Digital Insurance and Insurance Brokerage platforms provide AI-assisted workflows with Agentforce to manage policy and claims lifecycles and unify global customer data.

Dynamic Discovery keeps CMDB data current with server and cloud inventory and operational events from Splunk: create Splunk discovery targets, review incomplete configuration items before adding resources to the CMDB, and use the new Discovery objects and platform event that support Dynamic Discovery.

You can now download the metadata from a backup as a ZIP file containing an unmanaged package in XML format, and use it with your normal deployment tools to recover deleted or corrupted components instead of rebuilding them by hand. Package metadata can also be retrieved with the Metadata API or Salesforce CLI. In the Backup and Recover Next app, open the Backups tab, select the metadata backup, and click Download ZIP File.

B2B Commerce can now evaluate automatic promotions during subscription purchases, positive amendments, and renewals, targeting specific product selling models such as monthly or yearly. Pilot; contact your account executive to enable, then configure product promotions and select the applicable selling models.

Education Cloud adds an attendance data model that unifies signals from instructors, parents, and devices into one trusted record (with an Attendance Management voice agent), end-to-end automated refund processing for student overpayments, flexible tuition payment plans, proxy/delegated access management, and more features discoverable and configurable in Salesforce Go.

Build visualizations in Tableau and embed them directly into Lightning pages to drive data-informed decisions within existing workflows.

Employee agents in the Salesforce mobile app can now hold voice conversations for hands-free Pre-Visit Prep and Post-Visit Updates, with in-app mute and end-call controls and CallKit integration for in-vehicle use. Add voice settings directly on the employee agent and activate it, then assign the right permission set; only employee agents are supported.

Consumer Sales Connect APIs can now be used by Customer Community, Customer Community Plus, and Partner Community users, so community users can browse products, configure carts, and complete consumer-sales flows.

Energy & Utilities adds entitlements and milestones for new utility connections: assign connection milestones based on application programs, set milestone owners, monitor SLA compliance, and track milestone progress. Cart operations can also be automated with flows and invocable actions, and tariff comparison gains a new context definition and dynamic runtime usage weights.

Consumer Goods Cloud mobile can now authenticate through an external browser instead of the standard embedded WebView, supporting modern enterprise identity requirements. It uses the standard Component API to preserve familiar workflows and reduce customization and upgrade overhead.

User field history tracking is now generally available: track up to 20 fields on the User object to log UI, bulk, Apex, and API changes with old and new values, timestamp, and who made the change, and report on the results. Enable it in Setup > User Management Settings, then configure fields on the Field History Tracking Setup page.

Admins and developers can pause and resume call recordings using the Salesforce Voice Toolkit API without requiring the Control Call Recording user permission.

Agentforce aids tariff comparison and enrollment, Slack sends bulk upload alerts, and New Connections and Program Management standardizes utility applications.

A new run context, User Context - Enforces User Permissions, guarantees that a screen flow or autolaunched flow always executes with the running user's access level even when it is invoked by Apex, another flow, or automation running in system context. Previously a user-context flow could inherit elevated permissions from a system-context caller. This option applies only to flows running on API version 68.0 or later and is set under Show Advanced > How to Run the Flow.

Agentforce Voice enforces limits on procured phone numbers, adhering to production licenses and capping sandbox and trial orgs at 10 phone numbers.

Data 360 now automatically prunes restricted fields, masks data, and excludes unauthorized child data model objects (DMOs) in Data Graphs based on your governance policies.

Enables deleting case milestones to ensure records display only relevant milestones and avoid unnecessary storage usage.

Flow screen conditional visibility rules can now reference reactive formulas, including formulas that use components on the same screen, so screen components can show or hide reactively as the user types. Previously conditional visibility could not reference same-screen formulas.

AI can now automatically evaluate every voice call, messaging conversation, and email-to-case exchange, matching the right evaluation form by interaction attributes, for full QA coverage without more QA workload. Turn on Automated Quality Evaluation and set up form mapping on the Quality Management page in Setup; needs Quality Manager or Quality Analyst permission sets.

Event Studio now surfaces more configuration information and recommendations, including an editable Platform Events Subscriber Config (shown as Apex Trigger Details) that previously was reachable only through the Metadata or Tooling API.

You can now choose which Engagement (Lead Nurturing) agent emails require manual review before sending: review all emails, only initial outreach emails, or use a custom flow to select emails by record criteria. Turn on Require Manual Approval in the agent setup.

You can now request up to 30 pages in a single CRM Analytics dashboard, up from 20, to build end-to-end guided workflows without linking separate dashboards and re-creating filter configurations. Contact Salesforce Support to raise the page limit.

Copy Field Enrichments now maps between more field types, such as Number to Text or Integer to Percent, using standard Salesforce API casting instead of requiring an exact source-to-target type match. This removes the common workaround of building intermediate formula fields just to convert types. The Target Field dropdown lists every CRM field compatible with the selected Data Cloud source type; an empty source value clears the target rather than applying its default, and character-length limits still apply.

Marketing Cloud Engagement adds new tools to its MCP server so an AI client can automate more marketing operations tasks conversationally.

New payment methods across Stripe and Adyen integrations allow B2B buyers more payment options and help reduce checkout friction for international customers.

Updates include reduced downtime risk for third-party custom domain sites during maintenance, efficiency gains for Aura and LWR record submissions and Orchestration Work Guide users, and improved guest user data privacy and email security features.

Flow Builder now renders in the Salesforce Cosmos theme, automatically matching your org's active theme with more spacing and an updated palette; no setup is required. SLDS 2 Dark Mode is not supported in Flow Builder.

A single category promotion rule can now be opted in to apply to that category's subcategories, with advanced rules to control how the promotion cascades through the category hierarchy, instead of one rule per subcategory. When editing a Category-type qualifier or target on a promotion, select Apply to sub-categories.

Marketers on a Platform Plus user license can now run all marketing workflows, including campaign creation and email sends. Assign the Marketing Cloud Manager and Data 360 permission sets to grant access to campaigns, contacts, leads, and 30+ custom objects.

Pricing Procedure Plans now support subscription products and their amend, renew, and cancel operations, and pre-execution and post-execution Apex hooks run during subscription lifecycle and Configurator flows so custom pricing logic applies consistently. Requires Revenue Cloud Advanced Edition.

The Test Discovery API (GET /tooling/tests) gains a testLevel query parameter that replaces the deprecated showAllMethods parameter in API version 68.0 and later; showAllMethods still works in 67.0 and earlier. testLevel accepts RunAllTestsInOrg (default) or RunLocalTests (org namespace plus flow tests, excluding installed managed packages), aligning with the Test Runner API request body.

Financial Services Cloud lets you track and measure financial deals in Business Relationship Plans against revenue goals, create flexible hierarchies with rules, and build calculation and analysis worksheets for origination processes. Agentforce Financial Services can now be set up from one place.

ApexGuru now detects exact and near-duplicate Apex code, ranked by how many characters you can remove, and can scan Apex for antipatterns from agentic IDEs including Cursor, VS Code, and Agentforce Vibes (connected through the Salesforce DX MCP Server). Available at no extra cost for Unlimited Edition, Signature Success Plan, and Scale Test customers; not supported in Government Cloud.

Backup and Recover Next can now search backup data for records containing a keyword or phrase, narrowed by object, backup date range, and field conditions, and optionally including associated Share, History, and Feed objects. Each result identifies a record version and the backup dates it was found in, so you can locate the exact data to restore. Start from Activities > Search Data, or from a backup's list or details page to prepopulate the scope.

Use keywords to exclude emails containing specific phrases and wildcard rules to exclude calendar events and emails from specific domains. Note that the advanced sensitive content detection and exclusion setting has been removed.

AI Relationship Research can now flag on the relationship graph when a contact's or lead's current employer doesn't match its associated account, and users can open the flagged node, review the discrepancy, and confirm the correct employer. Enable the Employer Verification validation rule in a Contact or Lead configuration that uses CRM and Web sources, and add the validation-enabled component to the record page.

Developers and admins can pause and resume call recordings programmatically using the Voice Toolkit API without requiring the Control Call Recording user permission.

Winter '27 introduces run-time behavior changes that apply only to flows and processes configured to run on API version 68.0 or later, delivered as versioned updates you adopt per flow. Set a flow's run version in Flow Builder version properties, or a process's in Process Builder properties, so you can test and roll out behavior changes on your own schedule rather than all at once. When an agent generates a flow against the Winter '27 API version, it should account for the 68.0 run-time semantics, including the new User Context enforcement option.

The Request Approvals component in Lightning App Builder now lets record submitters choose from up to 10 flow approval processes.

Running flow approval processes now send record-change events on a separate platform event channel from step-completion events, so a burst of record-change events from a bulk update no longer queues behind and stalls approval work-item completion. The change is automatic and needs no configuration.

Record submitters can choose up to 10 flow approval processes, and the Orchestration Work Guide can automatically open the next work item upon completion.

Flow Builder adds smart search, intent-based categories, the Salesforce Cosmos theme, and a new Time screen component. Developers and admins can also use Flow Test Mode (beta) with mock outputs for Action and Subflow elements, manage Marketing Objects, and trigger order confirmation flows via REST API.

Orchestration runs receive automatic performance enhancements, while the Orchestration Work Guide can be configured to keep users focused on work items within the same orchestration run.

The Enhance Conversation component in the Service Console now preserves both agent-customer and rep-customer call transcripts after a voice call is transferred and ends.

Complex template expressions and Third-Party Web Components are now generally available in Lightning Web Components, along with state manager refresh capabilities.

Gemini 2.5 Pro, Flash, and Flash-Lite requests will be rerouted to Gemini 3.5 Pro, Flash, and Flash-Lite starting October 20, 2026. Prompts and applications should be tested early as expected responses may change.

Winter '27 delivers general improvements and updates to Lightning Experience.

The Amend API can now generate amendment orders directly from customer assets in Consumer Sales, so downstream changes to a subscription or order can be initiated from the asset record programmatically.

Agentforce for Flow Headless drafts test scenarios for record-triggered, autolaunched, and Data Cloud-triggered flows from a connected terminal, covering success, fault, and edge-case paths, then builds, validates, and runs them and returns a Flow Builder URL for review. Prompt with 'create flow tests'; with Test Mode (Beta) enabled you can also prompt 'use isolated data for my flow tests' to generate org-independent test data without Apex. Requires the Agentforce Platform Developer and Admin PSL plus the Agentforce Developer and Admin Tools permission set.

Setting up Sales Account Plans in Salesforce Go is now a full guided configuration in one place instead of linking to the legacy Setup page, and you can grant the required object and field access with a single Manage Account Plans permission set. From the gear menu, open Salesforce Go and select Account Plans.

Provides the Help Agent conversational AI assistant inside select suites and editions of the Salesforce platform for context-aware support tailored to current workflows and user permissions.

Query the EventLogFile object for the new CompositeApi and CompositeApiSubrequest event types to see details about composite API and composite graph API requests and their subrequests. Affects API version 64.0 and later in orgs with API Enabled.

Set apiVersion 68.0 in a component's .js-meta.xml to pick up the latest LWC framework features and fixes; components on API 58.0 or earlier stay on Summer '23 framework behavior. LWC API 68.0 itself has no version-specific behavior changes, making it a low-risk version to bump existing components to. Upgrade one API version at a time, fixing warnings between steps.

Point of Sale fee calculations can now extend beyond standard shipping to cover pickup-later orders, with control to apply or remove fee requirements per fulfillment type. Configure the Apply Shipping Fees to Selected Fulfillment Types field under CMS > Store Management > Store Settings > Store Fulfillment > Omni Settings.

Admins can explicitly control guest user access permissions for the GraphQL API.

Service Replies for Email can now ground suggested replies in Salesforce Enterprise Knowledge sources such as SharePoint, Confluence, internal wikis, and PDF manuals, retrieving relevant articles in real time and adding a citation link to each source. Requires the Agentforce for Service add-on or Agentforce 1.

Organize related elements into named, collapsible groups to simplify complex flow canvas views.

Unsupervised clustering groups similar records using pre-trained algorithms without training or maintaining a reusable model, which is useful for exploring data, collapsing several columns into one variable, or summarizing millions of rows into a few clusters for downstream models. Choose K-Means to split records into a set number of clusters, or HDBSCAN to find natural groupings and outliers without specifying a cluster count, then run a predict job to get cluster IDs and labels. For reusable assignments and high-volume scoring across standard objects, use structured clustering instead.

The Apex heap limit rises from 6 MB to 10 MB for synchronous transactions and from 12 MB to 25 MB for asynchronous transactions, enabled automatically on the Winter '27 schedule. Confirm the active limit with Limits.getLimitHeapSize(). To keep deploying Winter '27 sandbox work to Summer '26 production, temporarily set 'Enforce the Summer '26 Apex heap limit' in Apex Settings in a nonproduction org; that setting exists only in Winter '27 and the higher limits are enforced globally in Spring '27.

Callers can leave voice messages during busy or off hours that are automatically recorded, transcribed, summarized, and attached to callback requests with full context. Capture them with a conversational Agentforce agent or the Capture Voice Message flow action inside an Omni-Channel flow. Requires the Agentforce Contact Center Admin (Salesforce Voice) permission set.

Introduces direct document extraction from Amazon S3, a prebuilt Health Engagement dashboard, HIPAA-compliant appointment reminders, and Medicare enrollment flows.

Agentforce Health adds Agentforce Voice so patients reach an agent during call-volume spikes with live-rep escalation, automatic referral sync between an EHR and Agentforce Health, full referral-lifecycle tracking in Tableau Next dashboards, Payer Contact Center call deflection and wrap-up automation, on-demand provider claim summaries, drug-coverage self-service answers, and document extraction directly from Amazon S3 folders.

Includes Cornerstone integration, new Agentforce agents for pay/rewards and scheduling, one-click Microsoft Teams deployment, and five new HR workflow templates.

Context Service now resolves parent-child relationships between Data 360 DMOs and returns full multilevel hierarchies in a single hydration call, using join fields from Data 360 relationship metadata and supporting zero-copy DMOs backed by BigQuery, Databricks, or Snowflake. This gives AI agents, recommendation engines, and automations complete profiles instead of partial data. Available where Context Service and Data 360 are enabled.

A new AI_SENTIMENT function can be used in row-level or summary-level formulas in Data 360 reports to classify unstructured text (support tickets, reviews, call transcripts) as Positive, Negative, Neutral, Mixed, or Unknown, so sentiment trends can be analyzed alongside structured data without code or pipelines. Enable 'AI Sentiment Function in Data Cloud Reports (Beta)' in Reports and Dashboards Settings, then add a formula such as AI_SENTIMENT(Support_Ticket_Text__c).

Migrate packaged and distributed connected apps to packaged external client apps to reduce security risks.

You can mark verified authorized email domains in production with 'Allow copy to sandbox' and then import them all into a sandbox in one click, skipping the DNS verification step in sandbox setup. DKIM keys still can't be copied to sandboxes.

CRM Analytics adds Show Segment Gap and Show Segment Border formatting options for Bar, Column, Stacked Bar, Stacked Column, Funnel, and Pie charts, adding visual separation between adjacent segments to help charts stay readable in grayscale or high-contrast modes and meet WCAG 2.1 non-text contrast and Use of Color guidelines. Off by default, so existing charts are unchanged.

Deploying version 2.0 of the CMS Base data kit adds a content taxonomy transform and builds a search index on taxonomy terms, so AI-powered search finds tagged CMS content when a tag matches the semantic meaning of the search keyword rather than only an exact match. Deploy it from Setup > CMS Base Data Kit (include the Content Taxonomy bundle) and turn on Search Indexes in Advanced Settings. Available in editions supported by Data 360.

Use keyword and natural language search to discover relevant report types. Turn on this feature by contacting Salesforce Customer Support.

Access context-aware guidance directly inside the Salesforce platform via the Help Agent conversational AI assistant in select suites and editions.

Bulk API 2.0 adds marketing objects, supporting insert and upsert plus a marketing-object-only refresh operation that replaces all data in the target data set. Requires a Marketing Cloud (Marketing on Core) license.

Ingest notebook pages and embedded attachments from SharePoint team notebooks into Data 360 using the Microsoft OneNote Unstructured connector to power AI and search experiences.

Group Benefits adds bulk enrollment, endorsement, and renewal operations running in parallel across multiple group accounts, mutually exclusive census generation in bulk, midterm group contract endorsements, member-policy adjustments for life events, and pricing of group quotes and policies with an external rating engine. Group census data can be cloned to compare plan configurations.

Insurance adds Connect in Apex classes for policy reinstatement: ConnectApi.InsurancePolicyReinstatementInputRepresentation (input) and ConnectApi.InsurancePolicyReinstatementRepresentation (output), so reinstatement can be driven programmatically. The release also lets you manage large brokerage policies with up to 40,000 records and report on insurance attributes with custom report types.

Security Health Review replaces the PDF-only format with an interactive report viewer directly in Setup, providing findings management, remediation tracking, disposition workflows, and an audit trail.

Field history tracking is now available (pilot) for the VoiceCall object: select up to 20 fields and each tracked change logs old value, new value, user, and timestamp (activity fields aren't supported). Enable it via Object Manager > VoiceCall > Set History Tracking or Setup > Field History Tracking, add the VoiceCall History related list, and report on it with a custom report type. Contact your account executive to enroll.

Flow Builder now writes End elements into the flow's metadata on every auto-layout save, so canvas layout is preserved across reloads and, because each End element appears explicitly in the flow XML, metadata-reading tools get full visibility into where a flow terminates. Existing flows gain explicit End elements the next time they are saved.

Brand Center lets you build a unified brand kit (identity, voice, tone, visual style) that, when activated, grounds agents and content creators in your brand standards, and is made globally available across Salesforce workspaces via content syndication. Requires the Brand Center add-on.

Introduces Knowledge Blocks for reusing content, custom prompt templates via Einstein Knowledge Creation to draft articles from records, and Knowledge Similarity to reduce duplicate articles.

In Mobile Publisher apps the floating action button now opens a native Agentforce panel through the Embedded Messaging component, replacing the web-based Messaging for Web mobile flow. Add the Embedded Messaging component to a template footer region and select a mobile deployment named with a _mobile suffix matching its web deployment; adjust button position with the --mp-fab-bottom and --mp-fab-right CSS custom properties.

Marketing Cloud Next adds prebuilt retail triggers and matching flow templates (Birthday, Anniversary, Visitor Conversion, Reengagement, Replenishment, plus Email/SMS Welcome Series and a New Product in High-Engagement Category trigger), each combining content, flow, and audience rules. New configuration options refine who qualifies (custom inactivity criteria, exclude prior purchasers, high-intent filters, Contact Point DMO channel mapping), and unique coupon codes can be assigned one per recipient via the Coupon data provider.

B2B buyers can save individual products or a whole cart to an order template that keeps bundle options, quantities, and subscription selections, then repopulate a cart from one or more templates to repeat an order. Auto-enabled in new B2B Commerce stores; for existing stores, add the order template components to the product, cart, navigation, and profile pages in Experience Builder.

Field reps can dictate visit notes offline to populate records automatically, while Event Management alerts reps in real time when participant expenses exceed thresholds.

Give record submitters a choice of up to 10 flow approval processes using the Request Approvals component in Lightning App Builder.

Complex template expressions and Third-Party Web Components are generally available, alongside LWC API v68.0 updates and the state manager refresh() action.

Winter '27 changes many base Lightning web components and Aura components, mostly for accessibility and WCAG 2.2 (larger 24px touch targets, click-to-resize datatable columns, wrapping labels at high zoom). Notable functional additions: lightning-slider gains unit, unit-position, format-number, and minimum-fraction-digits attributes; lightning-datatable rows/errors gain rowTitle and the action type gains alternativeText; lightning-button-icon gains tooltip; lightning/analyticsWaveApi adds the getReplicatedFieldsWithAdvancedProps wire adapter; the new lightning/platformNavigationItemApi module is added.

Embed Lightning reports and dashboards directly in LWR Experience Cloud sites, allowing users to inspect record details in a side panel without losing report context.

Complex template expressions and Third-Party Web Components are now generally available, along with state manager refresh actions and LWC API v68.0 support.

Two new User Interface Settings loosen page layout restrictions on inline editing in list views.

Optimizes transaction journal and member currency creation, supports activity-based currencies with flexible expiration models, multi-milestone rewards, and AI personalized promotion targets.

Organizations can manage their own root certificates instead of relying on a shared global trust store and can add Chrome extensions as trusted URLs/URIs for Experience Cloud sites.

A new Marketing Sites tab is the central hub for landing-page site configuration (locale, language, security, trusted script locations), so you don't open Experience Builder. Existing settings migrate automatically and republished pages behave as before.

The Worker Shift Agent returns assigned shift details for a requested time period and the Scheduling Agent reassigns shifts from natural-language requests, with confirmation, clarification for ambiguous requests, and protection against scheduling conflicts. Requires the Workforce Engagement Agent permission set and the Workforce Management add-on.

Sales reps can now edit contact details (opportunity roles, departments, notes) in the Relationship Maps side panel, remove connections from the map or entirely, and restore previously removed contacts, keeping buyer relationship maps focused and current.

Optionally retain manual shares when changing record ownership, and review release updates for profile filtering and sharing recalculations.

Admins and users can choose whether to keep existing manual shares when changing a record's ownership.

Includes Slack sales assistance, ERP-level pricing workflows, Tableau Next analytics, and Data 360 channel partner management.

Delivers new Agentforce capabilities alongside enhancements to campaign management, audience management, and channel support.

Includes guided setup for unified data, customer profile match rules, smoother scheduled file activities, expanded WhatsApp messaging, conversational email, stronger security controls, and AI tools.

Features self-optimizing campaigns powered by Agentforce, improved performance metrics, expanded scripting, RCS messaging support, and flow completion actions.

Adds expanded data ingestion, historical backfill support, pipeline and connection monitoring, data validation, and AI-guided recommendations for campaign performance.

Manage Marketing Object records directly inside flows.

Copy Field Enrichments can now match source and target records on a field you choose rather than always matching on the target's primary key. You can match on the target ID, a unique external ID field, or any other schema-enforced unique field, which unlocks delivery of machine-learning scores and other insights from source DMOs that store the target's Salesforce ID in a non-primary field. A new Matching Criteria section appears after you pick the source and target objects; existing jobs keep matching on the primary key and are unaffected.

New human-verified and bot-generated click metrics in Data Cloud separate real customer clicks from automated bot activity in the SMS click rate, and SMS and MMS flows can be configured to respond only when a real person taps a link.

You can now track agent-influenced orders, conversion rate, and average order value for the B2C Shopper Agent across an SFRA storefront and compare against site-wide baselines in Business Manager Reports & Dashboards. Analytics now come from the Agentforce Commerce Client, delivered by the new plugin_commerce_client cartridge, which replaces the retired plugin_shopper_agent cartridge, so install or redeploy the latest cartridge from the Salesforce CommerceCloud repo.

Automates RFP intake with AI summaries, adds map-based out-of-home search, bulk inventory booking, and Data 360 audience targeting.

The Salesforce mobile app adds AI-suggested next steps on the event record after a meeting transcript is available; Post-Meeting Voice Notes, a single-user recording (no consent workflow) transcribed on-device and synced to Einstein Conversation Insights; and hybrid Cloud plus On-Device audio processing for the In-Person Meeting Assistant and Voice Notes that falls back to on-device transcription when connectivity drops. Requires Einstein Conversation Insights access.

Packaged and distributed connected apps should be migrated to packaged external client apps to reduce security risks.

Mobile Publisher offers a faster native Agentforce chat experience, while the Salesforce mobile app introduces Post-Meeting Voice Notes and AI-suggested meeting follow-ups.

Define impression regions within a piece of content to track how specific content choices (a paragraph, two button-text variations) perform, with per-region metrics for impressions per send, total and unique clicks, and click rate, and custom reports. Turn on Impression Region Tracking for a supported block or define regions in code view with Handlebars or AMPscript.

From API version 68.0, Agentforce agents are represented by two metadata types, AiAgentDefinition and AiAgentDefinitionVersion, and Salesforce CLI retrieves an agent with all its dependent Apex classes, flows, and prompt templates automatically. Previously a sandbox-to-production move needed at least three metadata types and manual assembly of every related component at the right agent version. Both orgs must be on API 68.0 to use the new types; while production is still on Summer '26, keep using AiAuthoringBundle, Bot, and BotVersion by pinning API 67.0 in the manifest.

Process multiple records using screen flows launched directly from list views and related lists.

The cross-org adapter in Salesforce Connect adds support for named credentials during authentication.

Decision elements now support path highlighting, resizable property panels, and inline path-name editing: click a canvas path to jump to its conditions, drag to resize the panel, and double-click a path name on the canvas to rename it.

Flow Builder auto-layout now supports arrow-key navigation across all branches including fault paths, standard cut/copy/paste for elements, Delete or Backspace to remove a focused element, and Ctrl+K or Cmd+K to open the Toolbox.

Flow Version Comparison results are clearer: element names in the comparison table are clickable and open a resizable side panel with full change details, the Change Details column is removed, and version dropdowns list in a logical order.

Provides a self-service portal where suppliers submit sustainability reporting data and complete performance scorecards directly.

Net Zero Cloud simplifies the setup of Program and Case Management features, reducing the configuration steps to stand up sustainability program and case workflows.

B2B buyers can now configure subscription products and multi-product subscription bundles before adding them to the cart, choosing options like product selling model and subscription term and using dynamic attributes. Mark the subscription product as configurable, add price book entries, and publish the bundle configurator flow.

You can configure a platform action so sellers open Agentforce Assist directly from a prioritized Sales Workspace signal, without leaving the workspace. Create an Agent Quick Action and assign it to a signal type on the Sales Workspace Actions setup page.

The Orchestration Work Guide's Automatically Open Next Work Item option now also advances users to the next work item in the same orchestration run after they finish one, without returning to the list view. Off by default; available in Lightning App Builder and Experience Builder.

A new Automatically Open Next Work Item option on the Orchestration Work Guide component advances a user straight to the next work item in the same running flow approval process after they complete one, without returning to the list view. Off by default; available in both Lightning App Builder and Experience Builder.

Media Cloud can now map Data 360 Segment IDs to downstream ad-server IDs on order submission to build precision-targeting audiences (beta). RFP Management is generally available, and the release adds in-store media campaigns, sponsored products, bulk line-item creation, and custom quote line groups.

Orchestration runs now route record-change events on a separate channel from step-completion events, so bulk-update event bursts no longer queue behind and delay orchestration progress. Automatic, no configuration required.

Keep users focused on work items from the same orchestration run using updated Orchestration Work Guide configuration and performance enhancements.

Receive intelligent, org-specific recommendations and step-by-step remediation guidance directly in-app, with automatic completion verification to monitor implementation health.

Agentforce Voice can now capture custom SIP X-headers from inbound calls (customer intent, language preference, case history) and pass them into Salesforce flows, where previously only the UUI SIP header was supported. Escalation and fallback flows can return or modify headers, and SIP REFER is now available as a disconnect and transfer method alongside SIP BYE. Turn on 'Include Custom SIP Headers and REFER Support' in Agentforce Voice Setup, then update the agent's escalation flow, add a fallback autolaunched flow, and edit the inbound Omni-Channel flow.

The new Custom Metadata field on the Payment Link object lets merchants send their own identifiers (invoice ID, order number, internal ID) to the payment gateway so transactions can be reconciled against the accounting system. Customize the Generate Payment Link flow in Flow Builder to include the metadata. Requires Salesforce Payments.

Dimensional hierarchies in Data 360 reports, now generally available, let you drill between levels of detail (category to subcategory to product) and roll back up without adding or removing individual fields. Add a hierarchy field to Columns or Group Rows, then use the + / X controls or the column actions menu to drill down or roll up.

Administrators can choose whether to retain manual shares when transferring record ownership, alongside review of profile filtering release updates.

AMPscript and Handlebars scripting can now be typed directly into the text areas of the SMS, WhatsApp, RCS, in-app, and push channel builders, referencing personalization strings and data extension fields for per-recipient content.

A new Personalize Paths flow element uses machine learning to route each audience member down the path most likely to reach a chosen conversion outcome, continuously learning from real results instead of relying on fixed segments. Requires the Add Path Experiment Element to Flows permission (in the Marketing Admin and Marketing Manager permission sets) and engagement signals set up separately.

The Guest User Sharing Rule Access Report now shows a warning icon next to fields that may expose personal information (for example account revenue, address, or contact fields), so you can review each and decide whether to tighten sharing rules to hide it from unauthenticated users.

Model Builder regression models can now use the Gamma or Quantile loss function instead of only squared error, so a model can be tuned for right-skewed targets (customer spend, claim amounts) or for a specific percentile (90th percentile of delivery time) rather than the average. Quantile models are evaluated with Pinball Loss and Coverage; Gamma and Squared Error models use the standard MAE, MSE, RMSE, and R2 metrics. Choose the loss function during model setup on the AI Models tab in Data Cloud.

Marketing Cloud Engagement adds tooling to rotate client secrets for installed packages, automatically revoke secrets flagged as compromised in a follow-up security review, and review client secret statuses on the Installed Packages summary page. Audit and rotate any integration secrets ahead of enforcement.

Knowledge Similarity surfaces matching articles with a percentage similarity score while authors draft, so they can reuse or update an existing article instead of creating a duplicate. Turn it on from the AI Knowledge Settings page in Setup and connect it to an Agentforce Data Library. Requires the Knowledge add-on license.

Data Extract and File Transfer activities in Automation Studio now recognize replacement tokens in filename patterns regardless of case, so %%Year%%, %%year%%, and %%YEAR%% all resolve.

The Marketing Cloud Engagement Data Import API operation now accepts a maxFileAgeHours parameter; when included, MCE checks the file's modified date and skips the import if the file is older than the specified age, preventing stale-data imports.

You can now preview the audio for a media-label prompt directly from the Play Prompt configuration in Flow Builder, the same way text-to-speech prompts are previewed, instead of publishing and testing the whole IVR flow. Configure a Play Prompt action with a media label as the source and click Preview.

Record preview in Lightning reports (beta) opens a record's details in a side panel while the report's filters, columns, and record list stay visible, so users can move between records without leaving the report. Enable 'Show record previews on Lightning Reports (Beta)' in Reports and Dashboards Settings, then use the eye icon in report view mode.

A prospecting agent can boost contacts who engaged with your business in the past 12 months so reps start with high-priority prospects. On the Add Sources page, expand Advanced Settings, select Boost Contacts with Past Engagement, and choose the engagement level.

Prepare data in Data 360 by grounding search on unstructured and structured data to support generative AI, analytics, and automation.

Apex cursors now work with Data 360 data model objects (DMOs): create one with Database.getCursor() against a DMO SOQL query, page through results with Cursor.fetch(position, size), and get the total with Cursor.getNumRecords(). Cursors expire 24 hours after creation and throw System.InvalidQueryLocatorException if they expire mid-run; SOQL against DMOs consumes Data Services credits, and Data 360 cursor rows, cursor instances, and Flex Credit limits are exposed on the Limits class. Available in API version 68.0 and later.

Enterprise Sales Management can now process large-scale quotes with hundreds of bundles and thousands of line items without hitting limits, with warnings linked to affected products that you can acknowledge to proceed with incomplete configurations. Number-based pagination lets users move through thousands of records, and a UI loader protects quote and order consistency during asynchronous processes.

Standard expression sets can now consume decision tables that return multiple outputs from one input, even in orgs without Context Service; previously only context-definition expression sets could process multiple matching results. Add a Lookup Table step, select a multi-output decision table, and turn on the option to process multiple outputs when mapping variables.

Confidential case visibility is now defined directly on the case object with the Policy Engine, instead of the public complaint case junction entity: access is limited to the person who logs the case, members of the assigned queue, case team members, and holders of the HR Case Investigator custom permission (deployed automatically with the policy). Admins create a custom field, add it to the case layout, deploy the policy from the Employee User Settings page, and configure a confidential queue and assignment rules.

The Unified Employee license no longer supports access to custom objects unless the object comes from a security-reviewed managed AppExchange package. You can't assign profiles, permission sets, or permission set groups that include restricted custom objects to Unified Employee licensed users, and you can't add restricted custom objects to profiles or permission sets already assigned to those users. To grant full custom object access, move the user to a license such as Salesforce Platform.

Sensitive information such as credit card numbers and PII can now be automatically redacted from call recordings to help meet PCI DSS and GDPR requirements while preserving call context. Turn on Sensitive Data Redaction for Audio Recordings on the Recording and Transcription page in Setup; requires the Agentforce Contact Center Admin (Salesforce Voice) permission set.

Deleted CRM Analytics dashboards and lenses now go to a dedicated recycle bin instead of being lost, with a 30-day window to view, manage, and restore them; associated subscriptions and notifications pause during retention. Select Move to Recycle Bin from the Action menu in edit mode, and access the Recycle Bin from the Home page.

Enterprise Sales Management cart operations can now return transient messages, and new hooks let you populate the messages array in the multiEditCartItems API payload so integrations surface clear, contextual feedback on cart changes.

Marketing Cloud Engagement can now import contacts with Business-scoped User IDs (BSUIDs), send outbound WhatsApp messages when phone numbers aren't available, and track engagement across both identifiers.

Global Promotions Management data kit is renamed Real-Time Offer Management. The release adds a Promotion Summary API that gives external systems access to promotion details, new and changed objects in Global Promotions Management and Offer Management, custom evaluation groups to control promotion stacking, coupon-code validation before apply, and Agentforce creation of offers and promotions from briefs.

When writing a List Filter condition on a picklist-type context variable in Expression Set Builder, you can now pick from a type-ahead dropdown of the field's valid values instead of typing them, with an immediate warning for values the picklist doesn't allow. Available where Business Rules Engine and Context Service are enabled.

Flows now automatically retry once when they hit a record lock error during transaction initialization: the flow waits 10 seconds and tries again, giving the competing process time to release the lock. This reduces UNABLE_TO_LOCK_ROW failures when a flow and another process update the same record concurrently, with no configuration required.

Salesforce can now return compilation results for only the Apex classes and triggers with validation errors instead of recompiling the whole org, via the new Tooling API endpoint /tooling/apexCompileResults (POST an empty body) or the 'Compile only invalid classes/triggers' buttons in Setup. Available in API version 68.0 and later. Note: a successful targeted recompile does not flip the affected metadata's isValid field to true.

Case milestones can now be deleted in bulk via Data Loader or programmatically via Apex to reclaim storage from outdated milestone records, for example after a case is reclassified. Previously milestone records accumulated with no supported delete path.

Introduces SMS-based friend referrals, promotion performance tracking via Tableau dashboards, and simplified widget integration using Lightning Out 2.0.

Service reps can polish, expand, or summarize case comment drafts in the comment editor, or refine with specific instructions, governed by the admin-configured Refine Case Comment prompt template; tools work on the whole comment or selected text. Requires Agentforce for Service and Einstein for Service, and the Prompt Template User permission set. Turn on Agentforce Writing Tools for Case Comments in Support Settings.

LWC built-in state managers gain a refresh() action that fetches the latest server data for list- or query-shaped state (such as related list records) without reconfiguring the state manager or reloading the page. Call refresh() when the state manager's status is loaded; it returns a Promise that resolves once data is refreshed.

Data Processing Engine runs are faster and more reliable: Monitor Workflow Services now shows a Completed with Failures status when a run finishes with unprocessed or failed records, and you can no longer deactivate a definition while a run is in progress.

When a restore includes child objects and some fail to load during preview, you can now reload just the failed child objects and include them in the restore without restarting the restore activity. Previously, objects that failed to load were dropped from the restore. In the preview restore, select a failed object and click Reload Objects.

You can now measure how sellers respond to prioritized Sales Workspace signals over a 90-day retention window using the Home Page Recommendations report type (under Administrative Reports) or a custom report type on the Prioritized Recommendation and Prioritized Recommendation Item objects.

Lightning App Builder adds a Request Approvals component for up to 10 flow processes, and Orchestration Work Guide can open next items automatically.

Add up to 10 flow approval processes to a record page using the new Request Approvals component.

Agentforce Article Recommendations for Cases now detects up to three distinct intents in a case that raises multiple problems, runs a targeted search per intent, and merges the results into one ranked list, instead of one prominent topic crowding out the rest. Requires Data Cloud and existing Article Recommendations for Cases, and Salesforce activation; turn on Enable Multi-Intent Detection under Service > Einstein > Einstein Article Recommendations for Cases (only with the Get Recommendations on Cases flow).

Managed Apex dynamic SOQL can now disambiguate a package field from a subscriber's identically named custom field by building a Database.QueryOptions object with withExplicitNamespace(true) and passing it as a bind variable in a SOQL SET OPTIONS clause. With the option set, an unqualified field like Age__c resolves to the package's namespaced field (ExPackageNS__Age__c) instead of failing the duplicate-field-name rule enforced since API 34.0. Queries without SET OPTIONS keep their existing behavior.

The Point of Sale CMS feed error logs page now shows row numbers, record IDs, affected columns, and invalid values for product full feed uploads, and you can download a dedicated correction file to reference against the original upload.

Trigger order confirmation flows faster using a REST API.

Admins can choose whether to keep manual record shares when transferring record ownership.

A Flexcard can now use an active autolaunched flow as a data source or invoke one from a Flexcard action, so business logic stays centralized in flows. The autolaunched flow data source is in the Omnistudio standard designer.

Knowledge Blocks are reusable content units (a disclaimer, an address) created once and inserted into any article as a managed, read-only block; publishing a new version of a block updates every article that uses it, with full version history. Turn on Knowledge Blocks on the Enhanced Knowledge Settings page in Setup. Requires the Salesforce Knowledge add-on license.

Pipeline Forecasting adds interactive columns for agent activity, deal risk alerts, methodology scores, contact insights, and activity heatmaps, so reps and managers assess deal risk without leaving the forecasting pipeline. Reps and managers pick which columns to show in their Opportunities list.

On-demand Data Processing Engine definitions can now exclude a parent record's own value from its hierarchical rollup so an aggregate field rolls up only the lowest-tier values from childless records. Set 'Include only the lowest-tier values' per aggregate field on a Hierarchy node. Requires the Run Data Processing Engine Definitions On Demand permission set.

Outbound voice flows can now connect a customer to a service rep after they answer, not just to IVR or Agentforce: configure the Initiate Outbound Flow Action with routing actions to queues, skill-based targets, or specific reps, and set a fallback queue for errors.

Activated expression sets and decision tables can be added as API reference actions in Agentforce Studio, so agents run eligibility checks, calculations, and other business logic during a conversation with consistent, rule-based answers. Only activated expression sets built without a context definition are available as actions. Available where Business Rules Engine and Agentforce are enabled.

Execute custom Python batch transformations on data lake objects (DLOs) backed by zero-copy connectors or mapped data model objects (DMOs) directly without duplicating data.

Mobile users can open, complete, and submit Flexcards and Omniscripts fully offline: data operations, input validation, and calculations run on the device, and completed actions queue locally and sync in order when connectivity returns.

The Agentforce Marketing Goals Agent picks the best campaign, channel, content, and timing per individual customer, with marketer visibility and configurable autonomy. Turn on the campaign goal options marketers can choose from, and set up Adaptive Campaign Audiences (beta) so the agent can pick the best campaign for individuals who qualify for several. Requires Marketing Cloud Next Advanced (or MCAE/MCE+ equivalents) with the Salesforce Foundations add-on.

Sales Cloud is now referred to as Agentforce Sales across application references and documentation.

Enhanced CMS workspaces now support the Brand content type for React web apps and bulk deletion of multiple content items and folders.

The Salesforce DX MCP Server is a Model Context Protocol implementation that lets an LLM in your IDE run standard DX tasks from natural-language prompts, such as syncing metadata, running Apex and agent tests, and creating scratch orgs. It also connects tools like Scale Center and ApexGuru into agentic IDEs. Beta, updated as needed.

Redesigns the List Sends experience for quick email dispatch to Contact and Lead lists, and simplifies setup with core options on a single page using Salesforce Go.

Serves as a single centralized location for communications and updates on the availability of Salesforce products, services, and tenants.

Updates both Salesforce Personalization and Marketing Cloud Personalization to improve personalized experiences across Salesforce clouds.

Allows admins to build customer self-booking agents in Agentforce Builder and restricts partner user availability so bookings do not conflict with external meetings.

Point of Sale CMS can now generate a complete CSV export of the product catalog on demand at run time, so you can self-check production catalog data without a support ticket. Create the Product Catalog Export job under CMS > Feeds > Export Jobs.

A new source-agnostic REST API loads prepared ZIP packages (for example CLM content) from external systems into Life Sciences Cloud, so remediated content from any source can be imported without a system-specific connector.

When a flow uses the Run Agent element, its information panel now shows the selected agent's assigned actions with each action's name, type, description, and API name, so you can review what an agent does without opening Agentforce Builder. Requires an Agentforce for Sales, Agentforce for Service, or Agentforce Platform add-on.

The Decision Table list view now has a Status column showing active or inactive without opening each table, and you can sort by status to find inactive tables. Available where Business Rules Engine is enabled.

The Flow Builder auto-layout canvas is more compact, element cards expose the element type and API name in an info tooltip, and the End element is now a small icon instead of a full card. Useful when reviewing large flows and when correlating canvas elements to their API names.

Organizational hierarchy filters (beta) let Semantic Data Model reports scope data by role or manager hierarchy so users see records relevant to their position, and managers can view their team's records or all records. Requires the User and User Role DMOs, a role or manager hierarchy defined on the semantic model, and 'Enable Organizational Hierarchy in Data Cloud Reports (Beta)' in Reports and Dashboards Settings.

Filter and utilize unified data to build marketing segments, share data with external sources, create data actions and activations, and enrich Salesforce orgs.

A prospecting agent can now research accounts owned by non-prospecting users and route the resulting prospects to prospecting users. Configure it under Advanced Prospecting Settings on the Assign Prospects page.

Accelerates portal setup using a guided wizard, automatic messaging deployment, proactive troubleshooting tools, and mobile notifications.

CRM Analytics and Data 360 runtime Data Processing Engine definitions can now write their output to Apache HBase-backed virtual objects, not just standard and custom objects. Add a Writeback object node targeting the virtual object and map on its external ID field.

The new Direct Email Send API sends emails to one or more recipients programmatically without first creating an on-demand flow: create an email send definition (content, sender profile, feature config) once, then call the API to identify recipients, preview, and send.

You can configure a verified secondary sender email address so that sensitive site emails (such as Forgot Password) are sent directly from the Salesforce MTA rather than through your corporate email relay, helping meet DMARC requirements without changing your primary domain's DKIM. Non-sensitive site emails still go through your configured relay. First released in late Summer '26.

Each Experience Cloud site can now set its own From address for email sent on behalf of a user with an unverified email domain, so multi-brand orgs match outgoing email to each site instead of one org-wide address. It's off by default and enabled per site in Experience Workspaces under Administration > Emails; the site's Sender Email Address and its domain must be verified or the email fails.

Service Assistant displays a status indicator and floating summary card behavior when dynamic service plan creation is actively in progress.

You can now set a fixed selling price per product selling model for subscription products using the Override adjustment type on a Price Adjustment Tier, instead of applying a discount off the current price. Turn on Advanced Pricing for Commerce Powered by Revenue Cloud in Store Settings first. Requires Revenue Cloud Advanced Edition.

The service-helpagent-coordinate skill brings Service Cloud Help Agent setup, agent configuration, knowledge grounding, Enhanced Chat deployment, escalation routing, and testing, into one guided workflow so you deploy a working Help Agent without switching tools.

The service-agentforce-contact-center-coordinate skill (in the Salesforce Skills repo as of August 27, 2026) turns number procurement, channel creation, queue generation, and routing assignments into one automated workflow driven by natural-language prompts in a supported AI coding environment, so a working contact center can be set up without the Salesforce UI. It calls the underlying Connect APIs, queue creation, and flow assignments for you.

Use natural-language prompts to specify text fields for configuration on opportunities. Sales reps can review suggestions in Pipeline Inspection or admins can enable autonomous mode to apply updates automatically.

The service-native-voice-recording-transcription-configure skill toggles recording and transcription for an org's voice calls from natural-language prompts, applying default configs (MP3 format, default low-latency transcription engine) without logging in to Salesforce. In the Salesforce Skills repo as of August 27, 2026.

You can now create custom signals for the Sales Workspace suggestions feed: write recommendation records with Flow or Apex, associate an action, and activate the signal definition so sellers see guidance based on your business logic or AI reasoning. Set them up under Setup > Workspace Signals > Create Signal Types.

For custom domains served by a third party or CDN with Salesforce Edge Network, you can now point the domain's target host name at your org's My Domain login URL, which keeps working when your Salesforce instance or Hyperforce cell changes, instead of the current host name that breaks on org migration. Update it before your next org migration; the switch shows in Setup Audit Trail as 'Publish Edge For Byo Cdn Releasable Action'.

A Data Processing Engine formula node can now sequence multiple formulas so later formulas use earlier results, keeping layered calculations together in one node instead of chaining nodes.

Clean Metadata Deployment lets you deploy Omnistudio components with the same tools as standard metadata: Salesforce CLI, change sets, and 1GP/2GP packages in one pipeline alongside LWC, flows, and Apex, with atomic deployment, automatic dependency detection, single-version management, readable diffs, sandbox copy, and source tracking. Available on the standard runtime and designer; managed-package users must migrate. Turn on Clean Metadata Deployment in Omnistudio Settings in both source and target orgs.

You can now use latest in place of a numbered version segment (vXX.0) in a REST API URI, and the request routes to the most recent REST API version the org supports (reported by the List Available REST API Versions resource). Example: https://<MyDomain>.my.salesforce.com/services/data/latest/sobjects/Account.

Access enablement materials and navigate features more efficiently with the redesigned Data 360 left-side navigation menu that groups related features together.

The redesigned List Sends experience in Salesforce Foundations sends promotional, transactional, or relational email to Contact and Lead lists immediately, removing the extra processing step the previous flow required. Message configuration and audience selection now sit on a single page. Available in supported Foundations editions since mid-August 2026.

For each authorized email domain you can now set Require Address Verification to Send Email to Always, For Updated Addresses Only, or Never, directly in Setup instead of contacting Salesforce Support. Setting Never for a domain restricts email address updates to users with Manage Users or Modify All Data to guard against impersonation fraud.

After a table's first full refresh, decision table refreshes default to processing only what changed instead of the whole dataset, and multiple tables can refresh at once rather than queuing. Available where Business Rules Engine is enabled.

The Decision element gains Split by Date and Split by Field Value decision types that route records on a chosen field or the current date using inline pickers, so common branching no longer needs hand-written formulas or expressions. Add a Decision element in Flow Builder and pick the split type, then define paths and values.

Sales Workspace now surfaces a prioritized signal when an escalated open case is tied to an important opportunity or bookmarked account, and sellers can review the case or post about it in Slack without leaving the workspace.

Starting in API version 68.0, the Streaming API server returns a per-channel replay watermark in ext.replay on every successful /meta/connect response, so clients can advance their replay ID on resubscription without waiting for events to be redelivered, speeding up resync.

An external service can now be created from an OpenAPI schema that uses an empty schema object (any shape), so calling it from a Flow needs no Apex class and no Transform element: Flow serializes the record variable to JSON and sends it straight to the endpoint, and flows keep working when the data schema changes. You can mix typed query/path/header parameters with an any-type body. Requires Data 360 provisioned and API version 68.0 or later; the external API must handle its own validation.

Point of Sale CMS adds a Login Access Expiry field that automatically revokes a user's CMS access after a set period, and a view-only CMS support role for safer troubleshooting without full access. Configure it in CMS > Advanced > CMS User Management > Users.

CRM Analytics widgets and dashboards backed by Data 360 live datasets can now be sent as scheduled email snapshots (hourly, daily, weekly, or monthly, with a chosen time and time zone); recipients see only data they're authorized to access. Choose Subscribe from a live widget's action menu in run mode.

Tableau Next combines Agentforce context-aware AI and Data Cloud's semantic layer to provide personalized, enterprise-grade analytical insights.

Integrates Tableau analytics with Agentforce context-aware AI and the Data Cloud semantic layer to deliver agentic analytics across the enterprise.

In a sandbox, Developer Edition, or scratch org you can now set 'Asynchronous Apex job limit override for nonproduction orgs' (in Apex Settings or via the ApexSettings Metadata type) to a value below your standard limit, so elastic processing triggers sooner and you can observe async job behavior before enabling elastic limits in production. With elastic limits on, the elastic limit becomes twice the override or your licensed standard limit, whichever is lower.

Apex integration tests can now make real HTTP callouts to any endpoint, including External Services via Named Credentials, without mock callouts: the @IntegrationTest annotation relaxes callout restrictions and rollback semantics, @BeforeClass sets up data shared across methods, and @TearDown cleans up committed data. Enable the ApexIntegrationTests feature in the scratch org definition, run tests through the Tooling API runTestsAsynchronous resource (one concurrent integration test, async only), and remove Test.setMock() registrations so real endpoints are hit. Developer preview, scratch orgs only.

The Flow Builder debugger now lets you populate primitive collection input variables directly (for example a text collection of IDs), where previously only single input values could be tested. Requires Flow Test Mode (Beta) enabled in Process Automation Settings.

The Flow Builder debugger now accepts a static 15- or 18-character record ID typed directly into an input variable, so you can debug against a specific record without searching lookup results. Useful for objects with limited searchability such as Cases or Campaign Members. Requires Flow Test Mode (Beta) enabled in Process Automation Settings.

Capture time values in screen flows using the new Time screen component.

Setup Audit Trail now records create, update, and delete actions across context definitions and their nodes, attributes, tags, mappings, and filters, plus create and delete of Context Service transforms, with 180-day history for troubleshooting and governance. View it from Setup > View Setup Audit Trail.

A new User Email Domains page in Setup lists the email domains used in your active users' email and return addresses, with verified and unverified address counts per domain, so you can decide which domains to verify or whether to use a substitute address. Click List Domains to populate it.

For flows that support versioning, an Edit History panel shows a timeline of every save for the current version, lets you preview what changed at element level, and lets you restore a past save as a new version or copy its logic into another flow. Open the Edit History panel in Flow Builder.

My Trust Center now covers sandbox tenants for Agentforce Sales, Agentforce Service, and Salesforce Industries, so you can watch incidents, releases, and maintenance for non-production environments and plan Hyperforce IP allowlisting by region. Free-form event updates are machine-translated into your platform language in near real time, though earlier posts are not backfilled. View-only access can be granted to people without a full Salesforce license through the Unified Employee license plus a custom My Trust Center visibility profile.

The Analytics tab on an active SMS flow now shows run metrics (total runs, average duration, success-vs-error) for the Send SMS Message element plus engagement metrics (SMS sends, delivery rate, click-through rate, opt-out rate), without leaving Flow Builder. Requires the SMS add-on.

Copy Field Enrichments can now map source fields to picklist target fields, including picklist-dependent fields, giving admins more flexibility when transforming and integrating data into CRM without custom code.

Add Chrome extensions as trusted URLs/URIs for Experience Cloud sites and manage org root certificates directly instead of relying on a shared global trust store.

Add Chrome extensions as trusted URLs/URIs for Experience Cloud sites, and manage your own root certificates instead of depending on a shared global trust store.

The Buyer Engagement agent handles inbound lead generation and high-volume outbound nurturing across marketing channels, pairing campaign communications with two-way agentic conversations so sales and marketing share one view of each buyer. Configure it to send personalized emails, handle web chat, qualify leads, and book meetings, integrated with campaigns and brand kits. Available from August 2026 in Marketing Cloud Next Advanced; not supported in Government Cloud.

A new Session Settings option extends the Lightning Component framework CDN to serve every static resource for your Lightning apps, where previously only static resources for Lightning pages were served from the CDN. Turning it on can reduce load time for custom apps that ship large static assets. Enable 'Serve all Lightning app static resources through CDN' under Setup > Security > Session Settings.

Users can now install connected apps via the OAuth flow in Developer Edition orgs created before 2018. The Approve Uninstalled Connected Apps user permission is added to the org automatically; assign it to the users, profiles, or permission sets that need to perform installs.

AI Relationship Research templates can now be configured to search custom CRM objects in addition to standard ones like Interaction Summary, Task, Email Message, and Case, so relationships hidden in your custom data are surfaced. Add a custom object to the configuration, pick its searched fields, and define its relationship path to the anchor object by relationship name. Requires an AI Relationship Research license, a provisioned Data 360 org, and Einstein Generative AI, plus the AI Relationship Research Admin and User permission sets.

Solutions installed through Salesforce Go can now be kept current by installing new bundles or upgrading versions, with automatic notifications when an update is available. Before installing you can supply custom inputs to fit your org and preview potential metadata conflicts, and your inputs are saved so an update can be paused and resumed. Apply updates from the Initial Setup tab in Salesforce Go.

Background steps that call synchronous actions now run synchronously instead of always asynchronously, cutting end-to-end latency in flow approval processes. To get the behavior in an existing flow approval process, set its run-time API version to 68.0 or later in Flow Builder version properties; earlier API versions keep the previous asynchronous behavior.

Orchestration background steps that call synchronous actions now run synchronously rather than always asynchronously, reducing end-to-end latency. To adopt it in an existing orchestration, set its run-time API version to 68.0 or later in Flow Builder version properties; earlier versions keep the asynchronous behavior.

Revenue Cloud for Communications now configures with the ConsumerSalesContext context definition. Pricing procedures and rule libraries that previously referenced the old context definition extensions must be updated to reference ConsumerSalesContext.

Call Coaching now works across video calls for Einstein Conversation Insights users, letting you define up to 8 competencies and either use a coaching agent for AI-powered evaluations or rate calls manually on a 3-point scale if you don't have Agentforce for Sales. Enable it from the Agentforce for Sales page and manage competencies on the Coaching Competencies page.

CSV-based decision tables now support Percentage, Currency, and Date/Time columns. Available where Business Rules Engine is enabled.

Setup with Agentforce lets you add or remove contact center users and set up quick connect configurations by chatting with an AI agent instead of navigating Setup menus. Requires the EinsteinGPTPlatformAddOn and AgentforceBuilderAddon licenses, the OrgPermissions.AgentforceSetupV2 org permission set, and the Use Setup with Agentforce user permission set. Beta.

In an expression set that uses a context definition, the new List Branch element builds if-then-else rule conditions directly on list data, and each incoming list item is handled by the first branch whose condition it satisfies. Add it from the Elements panel in Expression Set Builder. Available where Business Rules Engine and Context Service are enabled.

A Login for Admin option on the Salesforce mobile app login screen enables browser-based, phishing-resistant MFA, including passkeys, for admins who must meet those requirements. Orgs already using Advanced Authentication (Native Browser) with the My Domain login server don't need it. From June 2026, all users also see a streamlined two-step username-then-password/passkey login.

Share data with Snowflake via OIDC authentication using the Snowflake Zero-Copy V2 connector, allowing querying as a mounted database without duplicating data.

The Agent Activity tab on the Prospecting page now lets prospecting admins and reps drill into each agent session to see how many records the agent searched and why it qualified or disqualified each one, instead of seeing only the surfaced prospects.

Sales Engagement data is now stored natively on the Salesforce Platform and surfaced in new and updated reports and the Sales Engagement Sample Dashboard, giving more consistent data and easier drill-down into individual engagements. Available since mid-July 2026.

B2B store buyers can see whether their order is pending or failed immediately after placement on the confirmation page.