Data Loader - Sep 2, 2025 • See sforce.co/42ayhTh SOAP API login() Call • Not available in API v65.0 and up • API Versions v31.0 – v64.0 – retired Summer ‘27 • Move to External Client Apps and OAuth for authentication - sforce.co/3IsCYBb Einstein Activity Capture Synced Calendar Overlay – Dec 8, 2025 Activity 360 Reporting, Activity Metrics, Activities Analytics Dashboard – Summer ’26 Unified Knowledge – Summer ‘26 Fond Farewells Thrown a fatal exception
IPv6 • Content Delivery Network (CDN) in this release • No specific target date Max TLS Certificate Lifespan Decreasing • 398 -> 200 days on March 15, 2026 • 200 -> 100 days on March 15, 2027 • 100 -> 47 days on March 15, 2029 Unified Employee License • Access to employee Agents in Slack/Experience Cloud Sites General General
Users Created in 2016 and Earlier • Enable Secure Roles Behavior and Update Sharing Group References in Production • Restrict User Access to Run Flows • Update Instanced URLs in API Traffic • Update Licenses for Agentforce Service Assistant Users Automatically Enabled Winter ‘26 • Update References to Legacy Host Names General Release Updates – This Release
Adjustments • Escape the Label Attribute of <apex:inputField> Elements to Prevent Cross-Site Scripting in Visualforce Pages • Migrate to a Multiple-Configuration SAML Framework • Switch to a Single Domain Certificate for Your Salesforce Content Delivery Network General Release Updates– Next Release
Semantic Model from the Tableau Next Workspace • Modify for your own analysis without impacting base model • Add calculations, data objects, adjust relationships • Remains connected to base model Marketplace Templates Widget Color Picker Add Visualizations to Dashboards Analytics Tableau Next
Setup -> Analytics -> Settings -> Use Org-Wide Email Address for Subscriptions and Notifications • Choose org-wide email address Locate Data Columns by API Name Analytics CRM Analytics
after Unassigning Permission Sets/Groups, except: • Updates made through user access policies • License is required by another permission set/group • Removing permission set from group • Unassigning >= 50 permission sets/groups at once Sharing Recalculations run Asynchronously after Large-Scale Changes • Owner-based and account owner shares • Monitor via Setup and Audit Trail • Applied on a rolling basis since Summer ‘25 Edit Restriction and Scoping Rules Referencing Multiple Picklist Values • Must now reference a single picklist value
Pages • Flow Record, Orchestration, Orchestration Run, Orchestration Version View Details about Orchestration Runs • Orchestration Run Details component • Centralised view of stages and steps • Name, Type, Status shown for each step • Additional details depending on Type and Status • Add component to tab on Orchestration Run record page.
Flows Improved Aura App Performance • ”Dynamic Boxcar Optimization” • May change order of execution for callbacks • Can disable if encountering problems Lightning Out 2.0 • Embed Lightning Web Components into external apps • Replaces Lightning Out (Beta) Development Lightning Components
• Apex Test Execution is now Application Test Execution • Apex Test History is now Application Test History Access Modifiers required on Abstract and Override Methods • API 65.0 and up Avoid Heap Limit for External Services • Use ContentDocument object IDs • Max file size 16Mb Development Apex
needed • Determined at runtime • New transaction if action performs a callout and database operations pending Transform data for actions in element setup
Automation App • Approval Designer and View Orchestration in Automation App permissions Submit Flow Approval Process for activation • Manage Flow permission required to activate Trigger Flow Approval Process from external systems • External System Change-Triggered Approval Process Resource assignee type • Simplified method of assigning a step to a resource • Replaces User Resource, Group Resource, and Queue Resource • Text resource that contains a username, group API name or queue API name Development Flow Approval Processes
components Update references to legacy *.force.com site URLs • Redirections disabled by default Winter ’26 • Redirections end Spring ‘26 Let users know their session is about to end (LWR) • Notify authenticated users 30 seconds in advance Experience Cloud Aura and LWR Sites
deploy campaign in hours • Agents create the audience, draft email + SMS content, set up customer journey • Use unstructured content from Google Drive, SharePoint, Zendesk, blogs, documents Lead Qualification • Agents add leads to nurture programs, retrieve scores, recommend content • Built-in safeguards/human in the loop Optimisation • Agents monitor ad performance • Segment intelligence identifies which audiences drive highest ROI • Expanded collaboration with LinkedIn Marketing Cloud Marketing Cloud Next
• Draft, revise, optimize content from Salesforce CMS • Provide company information and defined role to shape Agent’s voice Deliverability Dashboard Filters • Visualize failure reasons for specific domains Marketing Cloud Marketing Cloud Next
• Filter by Sender Display Name Interactive Messaging for WhatsApp • Flows, location sharing, call-to-action buttons Forms Hidden Fields and Default Values • Checkbox, Dropdown, Number, Plain Text, Text Area Connect to External Forms with Form Handler Personalize Landing Pages with Merge Fields Landing Page Templates Marketing Cloud Marketing Cloud Next
Rules for Default Identity Resolution Ruleset • Lead to Contact – avoid duplication when lead becomes contact • Device to Known - match web visitors to known profiles Update Web Tracking Connectors Multiple Scoring Models • Segment scoring • Manage cost by changing scoring cadence Advanced Insights Dashboard Marketing Cloud Marketing Cloud Next
• Calculated insights/Segments including form handler engagement data • Enable Account Engagement connector • Create Form Handler Engagement Data Stream Cross Org Dynamic Lists with Data Cloud One • Data Cloud segments from primary Salesforce org • Integrate with dynamic lists across companion orgs Marketing Cloud Marketing Cloud Account Engagement FKA Pardot
webinar – October 30, 2025, 12pm ET • In-depth look at new features • Register at : sforce.co/3KkprMx Marketing Cloud Marketing Cloud Engagement FKA Marketing Cloud
iOS 17.0+ • *Subject to change without notice Login without Username • Enter email address • One Salesforce account – enter password • Multiple Salesforce accounts – emailed verification code, choose domain org/username Mobile Salesforce Mobile App
9,800 emails/day (was 1,800) See when prospects book meetings through SDR • Counter visible in Control Center Sales Cloud Agentforce SDR Create up to 5 SDR agents • Separate record assignment criteria, topic, action customizations Use merge fields in Sales Email prompts
emails, notes associated with Opportunities • Suggests updates to fields • Sellers review or agents update Sales Coach Preview and validate coaching scenarios before activating • Runtime-like environment • Ensure agent feedback is helpful before activating Coach global teams in their preferred language • Feedback delivered in language in user record Sales Cloud Agentforce
and Account Plan fields Generative AI Record Summaries • Einstein summary component • Summarize account, contact, lead, opportunity • View key details, ask questions, Continue with Agentforce button Sales Cloud Generative AI
Revenue rolls up to period matching service date Align Consumption Forecasts with Custom Fiscal Year • Configure forecast periods/quarters to match fiscal year • Previously only available for standard Gregorian calendar Enable Consumption Forecasting in Companion Orgs • Data Cloud One • Deploy Forecasting data kit on Companion Orgs Sales Cloud Forecasting
• Choose available action or enter natural language Sales Cloud Sales Planning Alignment Formulas with AI • Open alignment, set focus, click Formula Assist • Choose available action or enter natural language
users with a Verified Address can send from Salesforce – release update, enforced Winter ‘26 • Users created before Nov 1, 2016 • Add Return Address and Verified Return Address fields to Users list in Setup Sales Cloud Email Einstein Activity Capture Threaded View
Employee Agent case closing • Specify case number • Case will be closed if in appropriate status Hide case comment Public checkbox for community users • Their comments are always public Generate reports based on Case Team Member Role Einstein Email Prompt Templates • Pre-defined templates in the email composer • Click ‘Draft with Einstein’ Use Case Feed as grounding for Case Summaries Service Cloud Cases
Identify cases nearing SLA violations, overdue or stopped Pause individual milestone when outside service rep’s control • Work Orders, Incidents, Problems, Change Requests • Enable through Setup -> Entitlement Settings Simplified SLA Management Setup Experience • Define rules to auto-complete milestones • Map entitlements to records using pre-defined rules • Create milestone types while adding milestones Service Cloud Entitlements and Milestones
case, per rolling 24 hours • Previously was no limit • Emails that go over limit will fail • Contact Salesforce support to request an increase Service Cloud Channels - Email
Configure inactivity timer • Adjust consent settings • All from Channel Record Home page WhatsApp Flow format for form messaging components • Image support • Up to 3 questions per page • Preview WhatsApp Flow after submitting to Meta Send Automated Messages in Enhanced Facebook Messaging Channels • Combine a Flow and notification messagin gcomponent • Previously couldn’t send templated notification messages Service Cloud Channels - Messaging
Messaging Log • Details of automated outbound messages from Enhanced Messaging Channels only • Drill into message to understand failure Expanded file type support in Enhanced Chat • End users can send 900 file types • Service reps can send 14 file types • Parity with Legacy Chat • Customize max file size up to 5Mb (previously fixed 5Mb) Predictive Quick Text • Pre-written suggested messages for service reps • Matches as reps type (previously manual search) Message with the Salesforce Mobile app from a tablet (previously smartphone only) Service Cloud Channels - Messaging
By metric • Priority order now considers – Routing Priority, Secondary Priority, Acccept By Date, Created Date • Meet SLAs New Abandoned Status • Voice and Enhanced Chat work items Service Cloud Routing
Omni Inbox Check rep availability before escalating from Agentforce • Check Rep Availability for Routing Agent Action • If no reps available, provide estimated wait time Search and sort for Omni-Channel Inbox Service Cloud Routing
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