Platform API versions 21.0 – 30.0 - Summer ‘25 (release update) Legacy Chat – Feb 14, 2026 • Move to Messaging for In-App and Web Activity 360 reporting, Activity Metrics and Activities Analytics Dashboard – Summer ‘26 • Enable Sync Email as Salesforce Activity for Einstein Activity Capture • Configure reports to explore data captured from email Salesforce for Outlook – December 2027 Fond Farewells Had their chips
in Aura Sites • Enable Secure Roles Behavior and Update Sharing Group References in Sandboxes • Review and Update Settings to Capture Leads from LinkedIn • Salesforce Platform API Versions 21.0 Through 30.0 Retirement • Verify SAML Integrations Automatically Enabled Summer ‘25 • Enable ICU Locale Formats • Update References to Legacy Host Names General Release Updates – This Release
Users Created in 2016 and Earlier • Enable Secure Roles Behavior and Update Sharing Group References in Production • Enforcing No-Argument Constructor on Apex Classes Used for Invocable Action Parameters • Restrict User Access to Run Flows • Update Permissions for Agentforce Service Assistant Users General Release Updates– Next Release
in the semantic layer • Visualisations from metrics backed by semantic models • Asset management, deployment and marketplace • Integrated action layer • Streamlined setup More information: bit.ly/3Zad8H8 Analytics Tableau Next
objects like standard/custom objects • Object must have Name field to preview prompt Sharing rules may run asynchronously • Group membership change • Role change • Always used to run synchronously • Can run asynchronously if performance will improve Troubleshoot deployment with custom field type conversion • May fail with error : “The deployment failed because we couldn’t change the data type of one or more custom fields.” • Impacted more than 85 million records • See : sforce.co/3GKzJ6N Customisation Other
or MODULE} named {component or module name} found” • Check imports • ISV component -> check with provider • Salesforce component -> remove reference Lightning Base Components documentation • Additional usage guidance • Advantages of using for customisation Internal DOM structure is changing • Native shadow DOM support • lightning-tree-grid, lightning-user-consent-cookie, lightning-quick-action-panel • Expect tests relying on internal structure to be impacted • Stop relying on internal structure! Development Lightning Web Components
Avoid using instance name • Prevents disruption after instance switch Enable debug logs during metadata deployment • Setup -> Apex Settings, enable Metadata Deployments can generate Debug Logs • Requires active debug log trace flag API version retirement • 21.0– 30.0 (release update) Perform Synchronous Compile on Deploy setting • Banner on Deployment Status page in sandbox when enabled Deploy/Retrieve pilot metadata types • Setup -> Settings | Deployment Settings -> Deployment Options, enable Use pilot metadata types Development API
triggered flows Configure Triggering DMO record for Event-Triggered flows Test Email/SMS sends with Test Messages • Configure test email/phone number Development Flow Testing and Debugging
items in work guide as a delegate Cancel in-progress approval via recall path Create approval process from Approvals App • Wizard Based • Up to 3 levels of approvals • Final actions • Recall path Development Flow Approval Processes
Create a flow approval process with an action • Call a flow approval process from a flow • Compose email content/select template within Send Email action • CC and BCC collections in Send Email action • Sender/content inputs in Send Email action improved • Log Email on Send hidden by default, displayed when specify recipient or record id • Add Threading Token to Body/Subject displayed when specify record id Development Flow Other
(LWR) • Previously used the standard data space • Control user access to data spaces via permission sets • No need for separate data cloud instances Let users know their session is about to end (LWR) • Notify authenticated users 5 minutes in advance Record field information icons (Aura) • Default displayed as gray, regardless of site theme • Changes to site’s Action colour on hover Experience Cloud Aura and LWR Sites
Create Record Form • Record Banner • Record Detail Style changes • Buttons centre-aligned (previously right) • Text indented from title (previously aligned) • Explanation that asterisk indicates required field • Error message and red outline around field if required field missing • Error message at bottom of form (previously top) • Field focus highlighted with yellow background • Page headers scroll with page (previously frozen at top) • New icons and links Experience Cloud Modernized Record Experience (Aura Sites)
verification is mandatory for users creating new sites • Email address of sender must be verified to send welcome emails Enhanced security for Salesforce CDN (LWR sites) • Defence against malicious traffic, crawlers, scrapers, bots, and DDOS attacks • Legitimate bots and crawlers are preserved Use Flow for SSO registration handler (Aura, LWR, Visualforce) • Previously required Apex Experience Cloud Security and Sharing
engagement data from Data Cloud • Include custom URL activities for segmentation and personalisation • Use Data Cloud segment members in up to 100 dynamic lists per business unit (previously 25) Integrate WhatsApp • Connect a WhatsApp business account • Access marketing channels through Marketing Cloud Dismiss configuration issues in Optimizer New Failed Email Sends report • Includes failure reasons, timestamp and related prospect Handle bot-like prospects • Pause activity tracking for prospects with excessive activity • Delete excessive visitor records manually or by unpausing Marketing Cloud Marketing Cloud Account Engagement FKA Pardot
Report on Email Engagement Frequency or Email Engagement Score Automate Flows based on Einstein predictive features • Create Data Graph, build flow with Einstein Decision element, select Data Graph field as Resource for condition Build a Data Graph for Einstein Send Time Optimization • Disable and reenable to get new data model Get Score for Record ID Agentforce action • Engagement and fit scores for lead, contact or prospect record Build a custom campaign Marketing Cloud Marketing Cloud FKA Marketing Cloud Growth
5 elements or fewer • Add messages and wait elements • Configure message details including Einstein Send Time Optimization and tracking options Send to a Lead or Contact list • Click Send Email in any Lead or Contact list view • Select marketing email option, then follow prompts • Salesforce creates campaign, flow and audience segment for you Create emails with custom HTML • New HTML code view View and manage data sources more easily in emails • Improved Data Sources tab Marketing Cloud Marketing Cloud FKA Marketing Cloud Growth
list or custom layout • Connect repeater to data source and use merge fields Share custom links and personalised images with email recipients • Use merge field or dynamic URL for image component source/button action New field types for data source objects in forms • Including date, date/time, time, number • Text area (long) displays larger input area with draggable corner to resize Personalization recommendations • Products, services and others • Connect to repeater component to show collection of recommendations Marketing Cloud Marketing Cloud FKA Marketing Cloud Growth
Cloud triggered flows • Create Consent action • Update consent information for unified individuals Country code support for consent import files Enhanced reporting options • Track and report on custom links to pages on external websites • Attribute tracking data to Campaign • Improved deliverability metrics for Marketing Performance dashboards • Improved page view metrics for external websites Track links that drive traffic to website Collect first touch page view data when visitor gives tracking consent Marketing Cloud Marketing Cloud FKA Marketing Cloud Growth
Files attached to selected records when creating briefcase • Requires Salesforce Mobile App Plus license • Requires Mobile Offline for Salesforce Mobile App Plus permission • Seelect Enable file attachments in object settings in briefcase Mobile Salesforce Mobile App
Person Accounts and Contacts (previously Leads) • Additional language support – French, Italian, German, Spanish, Japanese, Portuguese • Test email generation in Agent Builder Sales Cloud Agentforce
Return Address and Verified Return Address fields to Users list in Setup Authorized Email Domains • Bypass verification for domains you own Einstein Activity Capture Sync Email as Salesforce Activity • Match to correct Contact, Account or Opportunity records with Activities: Match Email to Records flow • Capture entire message or just headers • Override suggested email record associations • Associate messages and events that weren’t captured Sales Cloud Email
• Use Employee Service template and predefined topics and actions Agentforce Service Assistant • Formerly known as Service Planner • Assistive Agent in Case record page • Helps service reps resolve cases • Real-time Case summaries • Resolution guidance grounded in your data Service Cloud Agentforce
need to contact Salesforce Support Add Close Case button to Case Details page in Lightning Experience • Close Case directly from Case details • Previously required a custom button • Close Case button available in page layouts Service Cloud Cases
length and tone Notify senders about Email-to-Case processing errors • Off by default Hourly single send email limit • Now includes Case Lightning Email Composer sends Service Cloud Channels - Email
Hide option to set messaging session inactive Bring Your Own Channel • Warm transfers • Preview images and files Multi-rep conferencing • Messaging for In-App and Web – invite 5 • Third-party channels – invite 2 Customize image URL for Messaging for Web chat button reCAPTCHA in Messaging for Web Service Cloud Channels - Messaging
WhatsApp Flows • Use a Form Messaging component to define and customize Route work directly to Agentforce • No need for Omni-Channel flow Keep triggered outbound messages open • View customer replies in same thread Service Cloud Channels - Messaging
knowledge articles • Assign feedback responses to users • First 30,000 incur no charge • Once enabled cannot be disabled • Test in Sandbox! Service Cloud Knowledge
in Omni-Supervisor Check rep availability before escalating from Agentforce • Check Availability for Routing action Supervisors can monitor email conversations between Service Agents and customers Show estimated wait timed when routing to skills Update rep’s presence status through natural language • Use Agentforce (Default), FKA Copilot Service Cloud Routing
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