Ceili Spring ’26 Release Notes
Intro
Here is a traditional Ceili’s summary of the upcoming new features and changes in Salesforce’s Spring ’26 release. Salesforce releases an update package three times a year, which contain major and minor reforms. On this page, we have collected the most important updates that may have an impact on your organization’s Salesforce operation, in a compact package.
The blog post briefly introduces each feature in its own paragraph, which also lists the concrete benefits customers will receive and the necessary measures, if there are any in the update. We are happy to help if you need support in implementing new features. You can contact support@ceili.fi
You can easily find the exact time when Salesforce will install the Spring ’26 Release in your own organization at: status.salesforce.com (Maintenance tab). You can display the information by entering the instance number of your Salesforce organization in the search field, which you can find in Salesforce in your company’s information.
Content:
General updates in Salesforce
Protect and Recover Your Data with Backup & Recover Next
Salesforce Backup & Recover Next is now a native Salesforce feature that helps you safeguard your Salesforce data by automatically generating daily backups of your data. Use these backups to identify and recover quickly from data loss or corruption. Rather than manage your backups externally, you can enable and manage them directly in your org.
Where: This change applies to Lightning Experience. This change applies to Lightning Experience.
When: This feature is available on a rolling basis starting in Spring ’26.
Who: Backup & Recover is available for customers in GovCloud and the Japan region.
How: To add the required licenses to your org, contact your Salesforce account executive.
Use Updated Empty Value Placement in List View Sorting
When you sort a list view, blank fields, or null values, now are treated as the highest value in the dataset. For example, let’s say you have a column with the data 5, 9, null, and 2. If you sort this column in ascending order, you see 2, 5, 9, null. Previously, Salesforce treated blank fields as the lowest value, so that in the example given, you saw the data as null, 2, 5, 9.
Where: This change applies to Lightning Experience. This change applies to Lightning Experience.
Get Ready for IPv6
To help mitigate the IP address scarcity of IPv4, Salesforce is working behind the scenes to support IPv6. If you use an IP allowlist to restrict network traffic or you restrict access to Salesforce via IP address, consider implementing a preferred alternative. Otherwise, prepare to update your allowlists to include IPv6 addresses.
Where: This change applies to Lightning Experience and Salesforce Classic in all editions.
When: Today, IPv6 is supported only for the Salesforce Content Delivery Network (CDN) for Experience Cloud sites. With full IPv6 support, users and integrations can connect to Salesforce via an IPv6 address. We’re announcing this upcoming change to give you time to update your allowlists.
There’s no specific target date for full IPv6 support. Salesforce plans to roll out IPv6 support in stages, starting with Salesforce Government Cloud orgs. Salesforce plans to provide the IPv6 addresses to allow for Government Cloud orgs by December 31, 2025. Government Cloud customers, check the IP Addresses to Allow for Government Cloud Plus Knowledge Article for that information in early 2026.
Check future release notes for the specific timing for each stage. For other stages, Salesforce plans to provide the IPv6 addresses to allow at least 2 months before IPv6 is fully supported in the affected orgs.
Why: IP address restrictions can exist both in and outside Salesforce.
In Salesforce, an IP address allowlist range can include either IPv4 or IPv6 addresses but not both types. When Salesforce supports IPv6 for your org, IPv4 allowlists remain active, and users can only log in via an IPv6 address that their profile allows. To make sure that your users can continue to access Salesforce after this change, for each profile with a login IP range, add one or more login IP ranges with those users’ IPv6 addresses.
Outside Salesforce, your company can restrict network traffic. An example is an allowlist that determines which IP addresses your users can access or which IP addresses can access your network. If those allowlists don’t include Salesforce IPv6 addresses when Salesforce supports IPv6, users can experience disruption, and integrations can fail.
How: If you use IP allowlists, consider a preferred alternative, such as domain allowlists or Service Name Indication (SNI).
If you continue to restrict access to Salesforce by IP address, update your allowlists in Salesforce. There’s no correlation between an IPv6 address and an IPv4 address. To determine your users’ IPv6 addresses, work with your network team.
If you continue to restrict network traffic via IP address, plan to update those allowlists to include Salesforce IPv6 addresses when those addresses are available.
Automate Your Outreach with a Lighter, Faster Email Builder App
Now it’s easier than ever to connect with your customers. The new Email Builder Lite lets you quickly create and send batch emails to your Sales contacts and leads. Choose from a library of ready-made layouts, or build your own with our new component-based authoring experience. All emails you create are automatically saved to your CMS Content Workspace for easy access and reuse. It’s all accessible right from your Sales list views, so you can automate your outreach via an intuitive interface, without having to open another tab.
Where: This change applies to supported editions for Salesforce Foundations.
How: To be accessible, Email Builder Lite requires admin enablement. From Setup, in the Quick Find box, enter and select Salesforce Foundations. Under Foundations Apps and Features, enable Email Builder Lite for Sales.
Gain Deeper, More Intuitive Insights from Your Marketing Data with Tableau in the Marketing App
The marketing dashboards in Salesforce Foundations have just gotten an upgrade, courtesy of Tableau! Once configured, you’ll find these new visualizations under the Performance Tab, helping you see what’s working and optimize your marketing strategy faster than ever.
Where: This change applies to supported editions for Salesforce Foundations.
When: This feature became available for implementation starting in early December.
How: To unlock these new dashboards, activate Marketing Performance from the Foundations setup page. For any of our new users: this is a required setup step to use marketing features. For all our existing users: go to the Foundations setup page and activate Marketing Performance to see the new dashboards. Legacy dashboards will remain active until you do.
Retirements
Legacy Chat Is Being Retired
Legacy chat is scheduled for retirement on February 14, 2026, and is in maintenance mode unit then. You can continue to use chat until that date, but we recommned transitioning to Messaging for In-App and Web for modernized customer communication. Messaging offers many of the chat features that you love plus asynchronous conversations that can be picked back up at any time.
Where: This change applies to Salesforce Classic and Lightning Experience in all editions.
How: As of February 14, 2026, legacy chat will be removed and you can’t access or use chat. To avoid service interruptions to your customers, migrate to Messaging for In-App and Web before that date.
Unified Knowledge Is Being Retired
Unified Knowledge is scheduled for retirement in Summer ’26. You can continue using it until then, but we recommend migrating to Data 360 connectors to ingest your external knowledge into Salesforce, helping Agentforce deliver accurate responses. Data 360 connectors offer many of the features that you love from Unified Knowledge, plus improved file size handling, enhanced innovation, and better data storage and pipeline capabilities. Currently, they support Agentforce grounding, and more functionalities will be added before the expected deprecation.
Where: This change applies to Lightning Experience in Unlimited Edition and all other editions with the Knowledge add-on license.
How: In June 2026, support for Unified Knowledge connectors will be removed and you won’t be able to access or use Unified Knowledge connectors. To avoid service interruptions, migrate to Data 360 connectors before they retire.
Salesforce to Salesforce Is Being Retired (Release Update)
Salesforce to Salesforce is being retired in Spring ’27. Salesforce has more powerful and integrated solutions that align with modern business needs. To prevent disruption when Salesforce ends support for the Salesforce to Salesforce product, make sure that you migrate your integrations to one of these recommended solutions: Partner Cloud, Data Cloud One, MuleSoft Anypoint, or MuleSoft for Flow.
Where: This change applies to Salesforce Classic (not available in all orgs) in Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
When: The Salesforce to Salesforce retirement is enforced in phases.
Spring ’26: You can no longer turn on Salesforce to Salesforce in an org. The feature continues to function if it was enabled before Spring ’26.
Summer ’26: Support for Salesforce to Salesforce is discontinued.
Spring ’27: Salesforce to Salesforce is fully retired in all orgs and no longer functions.
To get the major-release upgrade date for your instance, go to Trust Status, search for your My Domain name or instance, and then click the maintenance tab.
How: To review this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. To avoid disruption, migrate any integrations to one of the alternatives.
Salesforce for Outlook Is Being Retired in December 2027
For the latest integration with Microsoft Outlook, we recommend moving to our next-generation products, the Outlook integration and Einstein Activity Capture. These products replace Salesforce for Outlook features and give users new capabilities. We continue to introduce enhancements for these products every release.
Where: This change applies to Lightning Experience and Salesforce Classic in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: When Salesforce for Outlook is retired, it will no longer sync contacts, events, or tasks. Admins and users also lose access to Salesforce for Outlook features, such as the side panel.
Creation of New Connected Apps Is Disabled by Default
The ability to create new connected apps is disabled by default for all Salesforce orgs. This change improves security by removing the risks associated with connected apps. This update does not affect any existing connected apps, which will continue to function normally. Also, packaged, existing connected apps that are deployed in a new org aren’t affected. We recommend using external client apps for all new integrations and migrating existing connected apps to external client apps.
Where: This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: This change addresses an ongoing security threat that takes advantage of connected apps. This change encourages the adoption of external client apps, which are a more secure, modern replacement for connected apps.
How: With Spring ’26, the ability to create connected apps is disabled. The Allow creation of connected apps preference in External Client App Settings is also removed. To enable creation of new connected apps, contact Salesforce Customer Support.
Sales Cloud
Learn about the latest features and updates to grow your pipeline and increase the efficiency of your sales teams. Sales Cloud is now Agentforce Sales.
Migrate Microsoft 365 Authentication in Einstein Activity Capture to Microsoft Graph
Transition your Einstein Activity Capture’s Microsoft 365 authentication from Exchange Web Services (EWS) to Microsoft Graph, which is more modern, secure, and scalable. Microsoft is retiring EWS in October 2026, so switch to Microsoft Graph to avoid service disruption. Proactive notifications and a single-click tool make the migration process smooth.
Where: This feature is available in Lightning Experience in Starter, Professional, Enterprise, Unlimited, Einstein 1 Sales, and Agentforce 1 Sales editions. It’s also available with the Einstein for Sales, Sales Engagement, and Revenue Intelligence add-ons.
When: This feature is available starting in February 2026.
Who: The update is available if Einstein Activity Capture is configured to use Microsoft 365. If you’re setting up Einstein Activity Capture with Microsoft 365 starting in Spring ’26, you’re automatically authenticated by using Microsoft Graph.
Why: This migration is essential to align with Microsoft’s evolving security standards and to avoid potential disruptions as EWS reaches its end of life in October 2026. By transitioning to Microsoft Graph, Salesforce makes sure that your organization remains compliant and competitive, with improved support for modern features and enhanced user-level authentication.
How: Before and during migration, make sure that your Azure admin has granted Microsoft Graph consent. Then, use the single-click migration tool to complete the migration and select the correct authentication method.
If Einstein Activity Capture is configured to use User-Level OAuth, users must reconnect to their Microsoft 365 accounts to complete the connection migration.
Automate Qualification with Agentforce
Seamlessly qualify leads and build a stronger pipeline with Agentforce for Sales. This enhancement allows your Agent to determine how strong of a fit a prospect is based on their conversation and how well they meet your Ideal Customer Profile (ICP). Qualification helps sales reps focus on high-potential deals, improving overall efficiency and conversion rates.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with the Sales Cloud and Einstein for Sales. Setup for agents is available on the desktop site.
When: This functionality is available on a rolling basis starting on January 6, 2025.
Why: Sellers currently spend most of their time on prospecting activities like lead qualification, which can consume 6–8 hours each week. This agentic qualification frees up time for your sales team to focus on direct selling activities.
How: From your Lead Gen or Lead Nurture agent’s guided config, turn on Qualification. Review the default configuration, provide your company’s Ideal Customer Profile, and start your qualifying journey.
Following a web or email conversation, the Qualification Agent automatically generates and updates a Lead record with a rating. If the Lead is considered Hot, the record owner will be assigned a Task to review the qualification summary and take an action.
Monitor Accurate Event and Email Sync with Detailed Metrics and Failure Reports
Get clear insights into event and email sync status with accurate metrics. For example, identify and resolve setup issues more effectively and improve user trust with sync failure reports.
Where: This feature is available in Lightning Experience in Starter, Professional, Enterprise, Unlimited, Einstein 1 Sales, and Agentforce 1 Sales editions. It’s also available with the Einstein for Sales, Sales Engagement, and Revenue Intelligence add-ons.
How: On the Reports tab, you can find reports on event sync time between Salesforce and the email account connected to Einstein Activity Capture, email sync status, and sync failures.
Capture Leads and Schedule Meetings Autonomously
Effortlessly capture inbound web and messaging leads, answer inquiries, and schedule meetings with your prospects by setting up Inbound Lead Generation.
Where: This feature is available in Lightning Experience in Enterprise, Performance, and Unlimited editions with the Agentforce for Sales add-on. Setup for agents is available on the desktop site.
When: Inbound Lead Generation became available in early October 2025.
Why: To enhance sales efficiency by streamlining your customer intake process, reduce data entry, engage with customers, and drive more closed deals.
How: From Salesforce Go, navigate to the Agentforce for Sales setup page and select Inbound Lead Generation. Follow the guided setup to enable the required features, assign permissions, and get your agent generating leads.
Access Agentforce from Your Outlook Integration
Leverage the power of Agentforce directly from your Outlook integration to prepare for meetings, summarize records, and trigger custom actions.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
When: This change was available on a rolling basis starting December 2025.
How: If Agentforce is enabled, it automatically appears in your Outlook integration. Click Agentforce to start using it.
Include Records from any Account on Account Plan Objectives
Support sales account plans across account hierarchies by associating records from different accounts to an Account Plan Objective. Previously, you were limited to associating records linked directly to the account plan’s primary account. Now, to build more comprehensive account plans, search for and add relevant records from any account. We delivered this feature due to your idea on IdeaExchange.
Where: This change applies to Enterprise, Performance, Unlimited, and Einstein 1 Sales Edition Editions with Sales Cloud.
Access the Gmail Integration Directly in Sales Cloud Everywhere
Get immediate access to relevant CRM data alongside your email communication by accessing the Gmai Integration directly within Sales Cloud Everywhere.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Unlimited, and Developer editions.
When: Gmail Integration became available in Sales Cloud Ever where in late June 2025.
How: Open the existing Gmail Integration panel and follow the prompts on the screen to move to the Sales Cloud Everywhere side panel. No changes have been made to how you use Gmail Integration in Sales Cloud Everywhere.
Guide Your Daily Activities with an AI-Driven Workspace
Give sellers clarity on their goals and help them take the right actions faster with a consolidated workspace that surfaces key metrics, AI-driven recommendations, and actionable insights in one place. When you turn on Sales Workspace, it replaces the traditional Seller Home to provide a smarter, more proactive daily selling experience.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Salesforce Foundation add-on.
When: Sales Workspace is available in Sales Cloud starting December 2025.
How: From the gear menu, select Salesforce Go, and then search for Sales Workspace. Turn on Sales Workspace and complete the steps.
Salesforce to Salesforce Is Being Retired (Release Update)
Salesforce to Salesforce is being retired in Spring ’27. Salesforce has more powerful and integrated solutions that align with modern business needs. To prevent disruption when Salesforce ends support for the Salesforce to Salesforce product, make sure that you migrate your integrations to one of these recommended solutions: Partner Cloud, Data Cloud One, MuleSoft Anypoint, or MuleSoft for Flow.
Where: This change applies to Salesforce Classic (not available in all orgs) in Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
When: The Salesforce to Salesforce retirement is enforced in phases.
Spring ’26: You can no longer turn on Salesforce to Salesforce in an org. The feature continues to function if it was enabled before Spring ’26.
Summer ’26: Support for Salesforce to Salesforce is discontinued.
Spring ’27: Salesforce to Salesforce is fully retired in all orgs and no longer functions.
To get the major-release upgrade date for your instance, go to Trust Status, search for your My Domain name or instance, and then click the maintenance tab.
How: To review this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. To avoid disruption, migrate any integrations to one of the alternatives.
Accelerate Sales Workflows with Agentforce Pipeline Management and Agentforce Account Management in Slack
Agentforce Pipeline Management and Agentforce Account Management now operate within Slack to proactively assist sellers throughout the entire deal cycle, from account research and meeting preparation to choosing next actions and keeping opportunities updated. Build pipeline, close deals, and grow your accounts, all from within Slack.
Where: This feature is available in Lightning Experience in Enterprise, Performance, and Unlimited editions with Foundations and the Agentforce for Sales or Agentforce for an Industry add-on license, or included in Agentforce 1 Sales or an Industry Edition. Requires each user to have the Agentforce for Sales or Agentforce for an Industry add-on to access the actions.
When: Agentforce Pipeline Management in Slack and Agentforce Account Management in Slack became available on a rolling basis starting January 5, 2025.
Why: Sellers save time by managing the majority of their sales and administrative tasks without leaving the Slack interface.
How: If you’re turning on Agentforce Sales Management for the first time, from the gear icon, select Salesforce Go. On the Salesforce Go Home page, search for Agentforce for Sales. Turn on Pipeline Management or Account Management. Then, complete the steps to access Agentforce in Slack.
If Agentforce Sales Management is already on, we create the Slack connection for you. Go to Slack to finish the configuration.
Synced Calendar Overlay Is Retiring
If Show Synced and Captured Events is turned on, Einstein Activity Capture users access a view-only copy of events from Microsoft or Google on their Calendar. Some customers mistook the view-only events as duplicate calendar entries, so we’re retiring this feature.
Where: This feature is available in Lightning Experience in Starter, Professional, Enterprise, Unlimited, Einstein 1 Sales, and Agentforce 1 Sales editions. It’s also available with the Einstein for Sales, Sales Engagement, and Revenue Intelligence add-ons.
When: The view-only calendar overlay and the Synced and Captured Events setting in Einstein Activity Capture is retiring. They’re no longer available unless previously turned on. If you turn it off, you can’t re-enable it.
Service Cloud
Customize Your Surveys with Custom CSS
Cascading Style Sheets (CSS) offer flexible styling for your surveys. Custom CSS lets you define the fonts, colors, layout, padding between elements, and icon alignment and size of the survey beyond the default settings of the Survey Builder. You can use Custom CSS to create surveys that perfectly align with your branding.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer Editions where Feedback Management – Starter or Feedback Management – Growth is enabled.
How: To use Custom CSS for your survey, go to your survey page, click Branding, and then turn on Custom CSS.
Track IT Service Requests Using Dedicated Service Request Records
Manage IT service requests using the new Service Request record instead of the generic Case record. IT teams can use a specialized data model that includes attributes designed specifically for request fulfillment, to manage high-volume, repeatable tasks efficiently. By distinguishing service requests from cases and incidents, you ensure the right process, SLAs, and reporting model is applied to every IT task.
Where: This change applies to Lightning Experience in Unlimited, Enterprise, and Performance Editions with Agentforce IT Service.
Who: To create and manage incidents, you need the Incident Fulfiller or the Incident Manager permission set group.
How: From the App Launcher, open the Agentic IT Service Desk app and go to the Incidents tab.
Boost SLA Compliance by Using Agentforce SLA Summary
Get a complete view of your Service Level Agreement (SLA) performance with Agentforce SLA Summary. Track essential metrics including SLA breach data and trends, milestone performance, and service representative workload and efficiency. Quickly identify risk indicators, monitor average response and resolution times against defined targets, and identify records that are closest to missing an SLA.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions with the Service Cloud with the Agentforce Employee agent add-on.
Who: Agentforce SLA Summary is available to admins and supervisors.
How: From Setup, find and select Agentforce Agents. Open Agentforce Employee Agent in Builder and add the SLA Insights topic to it. Save, test, and activate the agent.
Email Across Languages with Real-Time Translations
Let service reps translate Service Email conversations, expanding customer support across languages. A rep can translate an end user’s email into the rep’s language, as well as translate their response into the end user’s language before sending. Previously, a Service Email rep had to speak the same language as an end user in order to assist.
Where: This change applies to Service Email. View required editions.
How: Go to the Real-Time Translations node in Setup, and turn on Translate Service Email. Optionally, upload a custom terminology file to assist with translation of your business terminology.
A Service rep can translate an end-user’s email in the case feed by clicking the dropdown to the right of the email and selecting Translate Email Body.
A Service rep can translate their response to a customer by writing it in the case composer, highlighting it, and clicking the Translate action (1). If the output looks good, they click Insert (2), and then send their text.
Data 360
Data Cloud is now Data 360
As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in Salesforce application and documentation. While the name is new, the functionality and content remains unchanged.
Data 360 features and changes are released as often as monthly, so check back again soon for the latest solutions.
Speed Up Queries and Improve Data Handling with Data 360 SQL (Beta)
Enhance data handling, strengthen security, and speed up query responses by using Data 360 SQL. New compact form queries and custom SQL queries now run on Data 360 SQL by default. Existing custom SQL queries continue to use legacy SQL, and you can manually switch them to Data 360 SQL for improved performance.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
How: Select a lens that contains a custom SQL query. In the custom SQL query editor, click the SQL Version dropdown and select Data 360 SQL.
In the confirmation window, click Change to Data 360 SQL, and then click Update.
You can’t change the SQL version of a query back to Legacy SQL once you have changed it to Data 360 SQL.
Delete Records in Your Org and Data 360 with Privacy Requests
When fulfilling Right to Be Forgotten (RTBF) requests from your customers, you can now delete records across your Salesforce org and Data 360 with a single, integrated solution. Use Privacy Requests to find and selectively delete records for a data subject. Easily search for records using flexible criteria, see record details and relationships, and make informed decisions about data deletion.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
Analyze Data Offline with CSV and Excel Exports of Data 360 Objects
Export data directly from lenses and widgets that use data from Data 360 objects, such as data lake objects, data model objects, and calculated insights. Save up to 50,000 rows as an Excel or CSV file to use offline features, such as applying advanced filters, integrating with external tools, and performing complex calculations.
Where: This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
Who: To download Data 360 data as an Excel and CSV file, you need the Download CRM Analytics Data permission.
How: Select a widget that contains data from a Data 360 object. From the widget’s action, click Download. You can download the data in Excel, Excel with Metadata, or CSV format.
The Excel with metadata file includes the filters applied, groupings applied on columns, and count of records.
Marketing Cloud
Marketing Cloud Next
Create Grounded, Interactive Campaigns with the Agentforce Campaign Experience
Marketers can create campaigns even faster with enhancements that add grounding, branding, content refinement, and previews to the conversation experience. They can also turn one-way email broadcasts into dynamic, two-way interactions.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Next Growth or Advanced editions and Marketing Cloud Next for Marketing Cloud Engagement and the Agentforce Employee Agent add-on. They also apply to these editions when Salesforce Foundations is enabled. Your edition determines the options that you have.
Draft and Preview Briefs and Campaigns in an Agentforce Conversation
With the campaign experience in an Agentforce conversation, marketers can preview campaigns directly in the brief, and they can return to the brief at any time to refine structure and content before final campaign generation. To support these changes, we’ve added the Refine Campaign Preview agent topic and action and updated the Save Campaign and Generate Campaign from Brief flows and the Draft Campaign from Brief Prompt template. Related flows also now include improved error handling and campaign preview steps.
How: To get started, from Agentforce Builder, deploy the Campaign Creation agent. If you’ve already deployed the Campaign Creation agent, topics, or actions in Agent Builder, redeploy them to get the latest changes. Review any customizations that you made to the agent in case you want to make similar changes to the latest version.
Engage Customers with Two-Way, Conversational Email
Turn one-way email broadcasts into dynamic, two-way interactions. Conversational Email and SMS engages customers through responsive, threaded conversations that are powered by Agentforce agents. Capture high-intent replies, resolve customer queries, and deliver personalized support, without leaving the Salesforce platform. Flow Builder enhancements, including Wait Until Response, and conversation forwarding enable customers to convert any existing one-way campaigns to two-way campaigns.
How: Use Campaign Agent to easily create two-way conversational campaigns. Provide a user utterance or select an option in the campaign brief, and Campaign Agent generates a preview of a standard two-way email and SMS campaign. It automatically includes the flow elements needed to support two-way conversations with the Default Agent.
Draft Marketing Briefs Based on Existing Strategic Documents
To ground a campaign brief in existing content, upload documents, such as PDFs or Word files, into Salesforce Files and mention them in your prompt. The agent automatically processes the file grounding, generates the brief, and adds a link to the source documents in the new brief record.
Generate Briefs and Campaign Previews Grounded in the Related Brand
When Agentforce drafts a campaign preview, it now uses the tone and identity of the brand that’s related to the brief. Get more relevant campaign drafts that require fewer manual edits.
Add Campaign Context with Brief Grounding
Add essential context with additional fields to ground your campaign. A custom agent can include primary campaign goal and KPI, priority, calls to action, and guardrails. These additional grounding fields ensure the agent provides targeted and strategic decisions to reduce generic responses.
Partition and Align Data and Marketing Content with Business Units
Marketing Cloud Next (also known as Agentforce Marketing) now supports business units so that you can align your marketing operatoons with your organizational structure. To partition and secure data and content, match each business unit to a division, brand, or region. Teams can stay focused on their goals, while leadership enjoys enterprise-wide visibility. To ensure data separation, map each business unit to a unique data space.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Advanced edition.
Why: Business units allow you to maintain compliance, align messaging with audiences, and measure your marketing performance.
Business units support these capabilities:
– Create up to 50 business units per org.
– Assign users to one or more business units.
– Align a business unit’s data with its respective data space by adding filters on marketing DLOs automatically.
– Assign campaigns and marketing workspaces to a business unit.
– Assign channels (Email, SMS, WhatsApp, and Mobile App Messaging) and subscriptions to a single or all business units.
– View marketing performance for a business unit or create a business unit to capture performance at the enterprise level.
– Track visitor activities for your campaign on external web pages at a business-unit level.
– Use business unit-scoped Einstein features, including Send Time Optimization, Engagement Frequency, and Engagement Scoring and tell Agentforce which business unit to operate for the Campaign Creation Agent.
– To set the scope for subsequent actions when creating campaigns in the current Agentforce session, use the new Identify Business Unit agent action to determine user access to a business unit. To get the latest updates for business unit support, redeploy your campaign creation agent, topics, or actions.
– Monitor setup progress for all of your business units on the Assistant Home in Setup. A progress summary highlights required tasks for each business unit, and a graphic shows a status overview of all business units.
How: After you enable business units in Setup, complete the steps to create your first two business units. Any existing marketing configuration, including data space and default content workspace, are used to create the first business unit.
Create and Personalize Content More Efficiently
Create any type of marketing content faster with productivity enhancements including extensions, preconfigured templates, and reusable content blocks. Build richer, more personalized emails, and get more control over email templates and template sharing. Personalize landing pages and forms with dynamic content and progressive profiling, and create branded preference pages.
Create Content Faster with Productivity Enhancements
Create content faster with extensions and enhancements to content templates and reusable content blocks. Use extensions to add productivity features to the content authoring experience such as third-party generative AI tools. Quickly create consistent content by using preconfigured email and landing page templates and reusable content blocks, which are now available to landing pages. More new features in emails, landing pages, and forms streamline the content creation and personalization processes.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Next Growth or Advanced editions, and Marketing Cloud Next for Marketing Cloud Engagement. They also apply to these editions when Salesforce Foundations is enabled. Your edition determines the options that you have.
Improve Readability with Extensions
Add productivity features, such as third-party generative AI tools, tone and grammar editors, and translators, to the content authoring experience with extensions. Extensions appear in a floating panel in the builder and marketers can use them to draft, revise, or customize the entire content body or individual components. Developers can build extensions for specific content types or for builder components.
Tailored Templates for Quick and Easy Branding
Access a library of preconfigured email and landing page templates that are designed to be applicable to every industry. Marketers can now quickly customize and style the content with ease to align with your campaign goals and branding.
Reuse and Customize Content Blocks in Landing Pages and Emails
To make sure that landing pages are consistent, content admins or managers can create reusable blocks of content such as banners, footers, or other standard layouts. Use the new Content Block: Landing Page to combine text, images, and buttons into a reusable block that marketers can add to landing pages. To streamline authoring, content blocks are customizable in landing pages and emails. Marketers can convert a content block to a section, and then edit it without impacting the original reusable block.
Build Richer, More Personalized Emails and Share Consistent Templates
Marketers can build richer emails with the rich text editing toolbar in paragraph components and by attaching PDFs. Advanced data sources available in emails offer more personalization options. Pro-code email authors can create more sophisticated and deeply personalized messages with Handlebars scripting. To better control and enforce email layouts, marketing managers can lock and unlock elements of email templates. Then, to increase productivity without sacrificing consistency, marketers can share approved email templates outside of their marketing teams.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with access to Marketing Cloud Next Growth or Advanced editions. They also apply when Salesforce Foundations is enabled. Your edition determines the options that you have.
Share Marketing-Approved Email Templates with Non-Marketing Users
To increase productivity without sacrificing brand consistency, marketers can now share approved email templates built in Marketing Cloud Next with sales reps and other users. After a marketer creates an email template, they can add it to a flow and lock or unlock specific components. Publishing the flow makes the email template available in an easy email composer that’s ready to use. An admin must turn on Distributed Marketing and Alerts in Setup, and adds the required Lightning components to record pages.
Enforce Brand Standards with Email Template Locks
Marketing managers can now ensure brand consistency by locking specific elements on an email template. Protect critical content, such as subject lines, headers, and legal disclaimers—and prevent accidental changes by authors. While fixed elements remain secure, authors retain the flexibility to customize unlocked areas. Visual indicators in the component tree clearly show which sections are non-editable.
Personalize Email Messages with Advanced Data Sources
Get more flexibility in personalizing email content with expanded data source support for segment data, Apex classes, and lookup data graphs. Reference Data 360 segment data for data-driven email targeting. Use Apex Classes to pass complex, structured data, such as entire order collections, directly from Flow to your messages, and then build fast, highly personalized transactional messages like order confirmations using that data. Define specialized lookup data graphs that use non-profile data from Data 360, such as product catalogs, to complement the default data graph or unified individual.
Attach PDF Documents to Marketing Cloud Next Emails
Marketers can now include important business documents such as terms of service, whitepapers, or invoices in emails. In the Property panel, select a PDF from Salesforce CMS that’s 5 MB or less, and attach it to your email.
Get Greater Control Over Email Content with Low-Code Scripting
For sophisticated content personalization and detailed control over message content, use the industry-standard Handlebars templating language. Designer-developers and advanced marketers can access this low-code scripting language from Code View while they build emails. Convert existing emails to code and then write, view, and edit scripts that add conditional logic or perform lookups for relevant data. As you author, the code view provides syntax validation, inline coding assistance, and search.
Style Email Content by Using the Enhanced Rich Text Editor
We added more granular control over text styling and spacing for email layouts. Enhancements include emojis, font families, sizes, and line heights; text and background colors; block quotes and horizontal lines.
Brand and Personalize Web Content
Personalize landing pages with dynamic content and streamline forms with progressive profiling rules. To give subscribers a consistent experience throughout your campaign, design custom preference pages that reflect your brand.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Next Growth or Advanced editions, and Marketing Cloud Next for Marketing Cloud Engagement. They also apply to these editions when Salesforce Foundations is enabled. Your edition determines the options that you have.
Personalize Marketing Landing Pages by Using Dynamic Content
To personalize a landing page for different audiences, marketers can now create dynamic variations of components, such as headers, sections, and images. To control when a page visitor sees a personalized variation, set rules that identify the target audience. With enhancements to the preview experience, marketers can select a segment and a sample visitor to test variations. To personalize emails and landing pages consistently within a campaign, marketers reuse the same personalization settings by cloning a personalization point.
Enable Dynamic Data Collection for Forms
Accelerate the form submission process and capture more leads when you apply progressive profiling rules to forms. After someone responds to an item, they’re prompted to provide other details over time. Progressive profiling curates the user experience, asking for details such as job title or phone number only after capturing their email address or name in previous interactions. Form creators must add a data graph or data source to a form, and then configure profiling rules for each field on the Properties panel.
Customize Preference Pages to Reflect Your Brand
Give your subscribers a consistent and trustworthy experience by designing branded custom preference pages. Enable the Customizable Preference Page feature to create distinct pages tailored to different channels. To ensure subscribers always view a branded page, you can also set a default specific page for your communications.
Transform Email Interactions with Smarter Engagement and Deliverability Enhancements
Enhance your email marketing and customer engagement with new conversational email capabilities, improved deliverability, and clearer reply management. Create dynamic two-way campaigns, boost inbox placement with streamlined Dedicated IP support.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with access to Marketing Cloud Next Growth and Advanced editions.
Engage Customers with Two-Way Conversational Email
Turn one-way email broadcasts into dynamic, two-way interactions. Conversational Email engages customers through responsive, threaded conversations that are powered by Agentforce agents. Capture high-intent replies, resolve customer queries, and deliver personalized support, without leaving the Salesforce platform.
Use Campaign Agent to easily create two-way conversational campaigns. Provide a user utterance or select an option in the campaign brief, and Campaign Agent generates a preview of a standard two-way email campaign. It automatically includes the flow elements needed to support two-way conversations with the Default Agent.
Flow Builder enhancements, including Wait Until Response and conversation forwarding enable customers to convert any existing one-way campaigns to two-way campaigns.
Reduce Complexity with Managed Dedicated IPs
Your email sends are now automatically assigned dedicated sending resources, allowing you to focus on creating engaging messages while Salesforce optimizes delivery in the background. Internal services continuously monitor shared and dedicated IP pools and rebalance traffic to ensure optimal delivery performance. This capability dynamically adjusts IP assignments based on sending volume and delivery trends.
Improve Email Experience with Native RMM Forwarding
We improved Reply Mail Management (RMM) forwarding to provide customer replies in full HTML formatting, mirroring modern email clients. Marketing specialists see clean, readable emails with preserved context—replacing the previous plain-text experience.
Drive Better Outcomes with Improved Reporting Tools
Enhance your campaign reach and engagement with improved dashboards for mobile app performance and message deliverability. Use the new Conversion Analytics dashboard to measure attribution and outcomes.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Next Growth and Advanced editions.
Gain Deeper Insights into Mobile App Metrics
Monitor mobile app campaign performance with unified dashboards for in-app messaging and push notifications. To view metrics specific to iOS or Android, marketers can now filter by platform. Plus, track delivery rates, dismissals, and CTA clicks to identify issues and improve marketing strategies.
Track Deliverability Metrics for SMS, WhatsApp, and Mobile Push
You can now identify underperforming campaigns for SMS, WhatsApp, and Mobile Push by using the Low-Performing Campaign view. Apply delivery status filters to visualize activity trends and uncover reasons for unsuccessful deliveries.
Measure Campaign Effectiveness with Conversion Analytics Dashboards
Gain insights into your marketing campaigns with the new Conversion Analytics dashboard. Track how email and SMS outreach drives specific outcomes, such as orders placed or form fills over a 30-day conversion window. To identify which messages convert customers most effectively, filter by First Touch or Last Touch attribution models.
Marketing Flow enhancements
Ensure Recipients Don’t Get Duplicate Messages
Use contact point selection rules to send messages to the right individual record and a single messaging contact point. This update improves message precision. The update also enables flows to retrieve contact points from source systems, so that a contact point can be selected even if identity resolution or the data graph has not been refreshed.
Where: This change applies to Lightning Experience in Marketing Cloud Growth and Marketing Cloud Advanced editions, and requires Data 360.
How: For contact point selection rules, first configure rules with Data 360 activation templates. With your rules defined, open your flow and click Select Segment on the Start element to open the configuration panel. On the configuration panel, under Contact Point Configuration, select your activation template. Then, select the contact point you want to prioritize when selecting the individual record.
For engagement signals, when configuring your automation event triggered flow, specify where contact points come from. Contact points can come from the event data if they’re included in the engagement data. Or contact points can come from source systems if they need to be retrieved. Flow automatically retrieves contact points using the method you select, ensuring messaging actions can execute successfully even for newly created individuals or when data is processing.
Get More Targeted Segments in Segment-Triggered Flows
Create segment-triggered flows with segments built on Individual data model object (DMO) and engagement records, not just a Unified Individual DMO. For example, create a segment of all contacts converted yesterday. This update enables more precise targeting and provides access to engagement-specific data like order details or registration information.
Where: This change applies to Lightning Experience in Marketing Cloud Growth and Marketing Cloud Advanced editions, and requires Data 360.
How: In a segment-triggered flow Start element, select a segment created on the Individual DMO or Engagement DMO from the segment selector.
Trigger Automation Event-Triggered Flows When CRM Records Change
Now you can trigger an automation event-triggered flow when a prospect, lead, or contact record changes, or when a record related to a prospect, lead, or contact record changes. For example, send a personalized email to a contact when a case is closed, or trigger a follow-up flow that notifies a lead owner when an opportunity moves to a new stage. This update helps you engage customers immediately when key business events occur, with prospect, lead, or contact data available for personalization in your messages.
Where: This change applies to Lightning Experience in Starter, Foundations, Marketing Cloud Growth, Marketing Cloud Advanced, and Data 360 editions.
How: Create an automation event-triggered flow and select “Prospect, Lead, Contact or Related Record Change” as the trigger type. Select the triggering Prospect, Lead, or Contact object, or an object that has a relationship field with the Prospect, Lead, or Contact object. If the selected object isn’t Prospect, Lead, or Contact, select the related Prospect, Lead, or Contact object. Then configure when to trigger and set entry conditions. The triggering object becomes available as a variable in the Flow Resource Panel.
Commerce Cloud
Add Multi-Language Support to B2B Guided Shopping Agent Interactions
Configure the B2B guided shopping agent to interact with buyers in their preferred language based on the buyer’s locale. Previously, the agent interacted with buyers based on the default language configured in the agent settings.
Where: This change applies to B2B Commerce in Enterprise, Unlimited, and Developer editions.
Let Buyers Request a Quote from Their Cart
Streamline negotiations by giving B2B buyers the option to request a quote directly from their cart. After the buyer submits the request, your team can review the details, negotiate as needed, and place the order on the buyer’s behalf. Manage pricing and shorten deal cycles by reducing handoffs for complex purchases that require negotiation and approvals.
Where: This change applies to B2B Commerce in Enterprise, Unlimited, and Developer editions where Revenue Cloud Advanced or Sales Cloud Advanced is enabled.
How: In Experience Builder, drag the Request Quote component to your Cart page. Configure the fields on the quote submission form to capture the information that your sales team needs.
Agentforce
Build Complex Agents Faster with the Latest Enhancements to Canvas View (Beta)
In the new Agentforce Builder, Canvas view now includes powerful features that were previously only available in Script view. We also introduced new features and improvements that streamline the agent development process.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
When: This change is available starting the week of January 5, 2026.
Agent Optimization: Voice Session Playback and Dashboard Enhancements
Get deeper insights into your customer interactions with integrated voice playback and enhanced dashboard filtering. You can now drill down into voice recordings, toggle between processed and unprocessed session data, and export transcripts for offline analysis.
Integrated Voice Playback: Drill into any voice session and listen to the recording using the integrated player directly from the Sessions page.
Filtering Sessions According to Modality: Use the new filter to filter your sessions according to modality type: Voice, Chat, All Modalities.
Processed and Unprocessed Sessions: The Sessions & Intents page is now organized into two distinct views. Processed Sessions contain interactions enriched with insight data, while Unprocessed Sessions provide access to raw data from active or recently closed interactions.
Session Timeframe Range: View and filter sessions from the Last 24 hours.
Transcript Export: Download single or multiple session transcripts (up to 100) as CSV.
Deeper Session Insights: Track performance via duration metrics in the Sessions & Intents tab. Chat logs now display a total session duration at the top and specific duration calculations for every agent response. Shorter Intent Pipeline: A streamlined intent-triggering pipeline produces insights faster than before.
Where: These changes apply to Lightning Experience in Enterprise and Unlimited editions with the Einstein for Sales, Einstein for Platform, or Einstein for Service add-on.
When: These features are available starting January 2026.
Why: These enhancements provide comprehensive support for both voice and chat sessions, granting immediate access to raw session data and improved UI tools for filtering, analyzing, and exporting interaction metrics.
Who: To access Agent Optimization, users need the Access Agentforce Optimization and Data Cloud User permission sets.
How: Navigate to the Agent Optimization dashboard and select the Sessions and Intents page. Use the modality and processing filters to refine your view. Click into any session to view its data and play back audio for voice-based interactions.
Streamline Administrative Tasks with Setup with Agentforce (Beta)
Salesforce’s new agent-driven Setup experience integrates Setup with an AI assistant to simplify administrative tasks. Chat with the agent to issue commands or ask questions by using natural language. The agent makes activities like creating objects and flows, managing user access, and troubleshooting formulas more intuitive and efficient, reducing navigation and clicks.
Where: This feature is available in Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Foundations or Agentforce 1 editions.
When: This feature is available starting in early January 2026.
Who: To use Setup with Agentforce, users must have these permissions: Use Setup with Agentforce and Execute Prompt Template. Users must also have access to the Data 360 default data space and the required permissions for the task they want to perform.
Why: Setup with Agentforce is available from every page in Setup. You can chat with the agent in the Agentforce panel while still viewing and navigating through Setup. And when necessary, the conversation can transition into a full-sized agentic experience that opens new conversations in different console tabs and includes a canvas to display rich content such as record details, list views, and metadata previews.
Setup with Agentforce also updates the Setup Home page released in Winter ’26 with a prompt bar, org health and usage metrics, and conversation recommendations to get you started working quickly with an agent to complete common tasks.
The new Setup agent supports many more Setup tasks than the previously released Agent for Setup, including:
– Managing users
– Troubleshooting user access
– Managing permission sets, permission set groups, organization-wide defaults, and sharing rules
– Creating custom objects and fields
– Creating and managing flows
– Getting information from Salesforce Help
– Navigating to the right Setup page to complete a task
– Creating a custom report type
– Creating Lightning pages
– Fixing issues and getting an explanation of formulas
– Getting information about usage and licenses
How: Before enabling Setup with Agentforce, ensure that Data Cloud is set up in your org. Then, if you haven’t yet, enable generative AI and then enable Agentforce.
To enable Setup with Agentforce, from Setup, enter Agentforce in the Quick Find box, and then click and turn on Setup with Agentforce (Beta). Then refresh your browser.
On Setup Home, start a conversation by using the prompt bar, conversation recommendations, or the Ask Agentforce buttons in the Org Health and Usage section.
On any other Setup page, click the Ask Agent for Setup (Beta) button. During the conversation, you see record details, list views, documentation, and other items that you can expand for additional information.
Manage Deals Directly from the Agentforce Sales App in ChatGPT (Beta)
Sellers can research leads and accounts, plan sales strategies, and update Salesforce records—all powered by secure, accurate, and real-time CRM data, while using the Agentforce Sales App in ChatGPT. This seamless connection helps sales teams close deals faster and maintain data accuracy, directly within their flow of work.
Where: This feature is available in Enterprise, Performance, and Unlimited editions with the Agentforce for Sales and Einstein for Sales add-ons. Also available with Einstein 1 Sales and Agentforce 1 Sales editions.
When: This feature is available starting December 17, 2025, in English only.
How: From the gear icon, select Salesforce Go, and search for Agentforce Sales ChatGPT App (Beta). Go to the Agentforce Sales ChatGPT app (Beta) page and turn on the feature. Next, go to ChatGPT to publish the app. After these steps are complete, your users must connect the Agentforce Sales ChatGPT App to their Salesforce accounts.
Migrate Your Agents’ Connected Apps to the External Client App Framework
With the Spring ’26 release, you can no longer create connected apps. For the best customer experience, migrate your connected apps to external client apps. External client apps provide enhanced security, streamlined packaging, and a more robust framework for your apps. Existing connected apps and connected apps for Slack in the legacy Agentforce Builder aren’t impacted.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
When: This change is available in early January 2026.
How: To create an external client app from a connected app, open the connected app in App Manager and then click Migrate to External Client App. In Agentforce Builder (beta), connect the external client app to your agent using the Messaging connection. After you create an external client app from a connected app, the connected app is read-only in App Manager.
Existing connected apps and external client apps with these OAuth scopes appear in the External Apps list in the Messaging connection.
Evolve Flows Iteratively with Agentforce
Improve and modify existing record-triggered and schedule-triggered flows by using natural language without starting from scratch. Use conversational prompts in the Agentforce panel to add, modify, and delete elements in a flow. This feature doesn’t consume generative AI credits.
Where: This change applies to Lightning Experience in Essentials, Pro Suite, Professional, Enterprise, Performance, Unlimited, and Developer editions with Foundations or Agentforce 1 editions. Verify Agentforce 1 editions feature availability with your account executive.
Who: Users with the Manage Flow permission or equivalent flow designer permissions who can create and edit flows.
How: Provision and enable Data 360 in your org. Turn on Einstein generative AI in Setup. Then, open any existing record-triggered or schedule-triggered flow in Flow Builder. Opt in to migrate to Agentforce, then use the Agentforce panel to describe the modifications you want to make. For example:
- Add a decision element to check if the opportunity stage is Closed Won
- Remove the loop element that processes inactive accounts
- Add a fault path to handle errors in the Create Records element
Agentforce processes your request and applies the changes to your flow, highlighting modifications on the canvas so you can quickly identify what changed.
Optimize SLA Compliance by Using Agentforce SLA Summary
Get a complete view of Service Level Agreement (SLA) adherence with Agentforce SLA Summary. Track key metrics like SLA breach data and trends, milestone performance, service rep performance and workload, and risk indicators. You can also monitor average response and resolution times against SLA targets, and see which records are close to missing an SLA.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions with the Service Cloud with the Agentforce Employee agent add-on.
Who: Agentforce SLA Summary is available to admins and supervisors.
How: From Setup, find and select Agentforce Agents. Open Agentforce Employee Agent in Builder and add the SLA Insights topic to it. Save, test, and activate the agent.
Create Employee Agents in the New Agentforce Builder (Beta)
The new Agentforce Builder now supports Agentforce Employee agents, so you can build agents that support your customers and your employees. Previously, you could only create Agentforce Service agents, and you could only create them from scratch. Now when you create an agent, you can choose the default Agentforce Employee Agent template and get a head start with prebuilt topics and actions. Plus, any agents you build in the new Agentforce Builder appear in the agent list views in the Agentforce Studio app and Agentforce Agents Setup pages. No matter where you open them, they open in the new Agentforce Builder.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer Editions with Foundations or Agentforce 1 Editions.
When: This change is available starting the week of January 5, 2026.
New and Changed Standard Agent Topics and Actions
Quickly add powerful functionality to an agent with new and changed standard agent actions and topics.
Availability of standard agent topics, actions, and related prompt templates or flows can vary by edition and license.
January ’26
New Topic: Manage Gift Commitments (Beta)
Fulfill donor requests to modify, pause, resume, or close their existing gift commitments or recurring donations.
This topic includes these new actions.
- Agent Action: Close Gift Commitment: Close a gift commitment by updating the status of all unpaid and failed transactions to Closed.
- Agent Action: Manage Recurring Gift Commitment: Pause, resumes or update the amount on a recurring gift commitment.
- New Action: Match Volunteers to Shifts
- The Match Volunteers to Shifts action finds suitable volunteers to fill open shifts based on the time, location, and qualification requirements. The output of this action can be compiled into a list of potential volunteers to be contacted to sign up for the open shift.
New Topic: Account Performance
Summarize an account’s financial health, retrieve total revenue, analyze performance metrics, and identify top-selling and bottom-selling products within a specified time period. Help users quickly understand sales trends and financial metrics of an account.
This topic includes these new actions.
- Get Retail Execution Account Performance Data: Calculates total revenue, minimum and maximum order values, and identifies top N% and bottom N% selling products based on order quantities.
- Get Retail Execution Orders By Account: Gets order information, including order header details and corresponding detailed order item data for each order of the account.
New Topic: Last Visit Summary
Get a summary of the most recent store visit, including key activities, compliance outcomes, overdue tasks, and associated order data. Help users streamline visit closure and follow-up activities by providing a snapshot of the most recent account interaction.
This topic includes these new actions.
- Get Retail Execution Customer Tasks By Account: Get customer tasks that are ready or released for an account optionally within a date range.
- Get Retail Execution Visits By Account: Get completed visits for the account based on the preconfigured visit types in Retail Execution.
- Get Retail Execution Orders By Visit: Get order information, including order header details and corresponding detailed line-item (order item) data for each order of the visit.
New Topic: Product Upsell
Summarize product recommendations, personalized sales pitches, and out-of-stock (OOS) analysis based on account history and visit notes. Help users identify growth opportunities and customize their product pitch while in the store.
This topic includes these new actions.
- Get Retail Execution Visits By Account: Get completed visits for the account based on the preconfigured visit types in Retail Execution.
- Get Retail Execution Orders By Account: Gets order information, including order header details and corresponding detailed order item data for each order of the account.
Make Captured Emails Available as Activity Data by Updating Einstein Activity Capture
Use an option in Setup to update Einstein Activity Capture and migrate previously captured email to Salesforce activity data. With this update and migration, all new email data and previously captured email data are synced, stored, and available as activity data. This update and migration makes email data available to platform tools and operations. After you start the update and migration process, it runs and is completed automatically.
Where: This feature is available in Lightning Experience in Starter, Professional, Enterprise, Unlimited, Einstein 1 Sales, and Agentforce 1 Sales editions. It’s also available with the Einstein for Sales, Sales Engagement, and Revenue Intelligence add-ons.
When: This tool rolls out as a staggered release beginning late December 2025 in sandboxes and early 2026 in production.
Who: This is available if Einstein Activity Capture is set up without Sync Email as Salesforce Activity. If you’ve set up Sync Email as Salesforce Activity, you don’t need to update or migrate.
Why: Updating Einstein Activity Capture turns on Sync Email as Salesforce Activity for all newly captured email and migrates previously captured email to activity data. Email synced as activity data is stored in EmailMessage and Task object records, making it available to platform reports, automation, and APIs. It also offers more granular privacy and sharing settings for captured email data. Previously, captured email data wasn’t stored in standard objects or available to platform tools and required unique reports to access and analyze the data. Sync Email as Salesforce Activity was introduced as a default setting for Einstein Activity Capture in Summer ’25.
Streamline Administrative Tasks with Setup with Agentforce (Beta)
Salesforce’s new agent-driven Setup experience integrates Setup with an AI assistant to simplify administrative tasks. Chat with the agent to issue commands or ask questions by using natural language. The agent makes activities like creating objects and flows, managing user access, and troubleshooting formulas more intuitive and efficient, reducing navigation and clicks.
Where: This feature is available in Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Foundations or Agentforce 1 editions.
When: This feature is available starting in early January 2026.
Who: To use Setup with Agentforce, users must have these permissions: Use Setup with Agentforce and Execute Prompt Template. Users must also have access to the Data 360 default data space and the required permissions for the task they want to perform.
Why: Setup with Agentforce is available from every page in Setup. You can chat with the agent in the Agentforce panel while still viewing and navigating through Setup. And when necessary, the conversation can transition into a full-sized agentic experience that opens new conversations in different console tabs and includes a canvas to display rich content such as record details, list views, and metadata previews.
Setup with Agentforce also updates the Setup Home page released in Winter ’26 with a prompt bar, org health and usage metrics, and conversation recommendations to get you started working quickly with an agent to complete common tasks.
How: Before enabling Setup with Agentforce, ensure that Data Cloud is set up in your org. Then, if you haven’t yet, enable generative AI and then enable Agentforce.
To enable Setup with Agentforce, from Setup, enter Agentforce in the Quick Find box, and then click and turn on Setup with Agentforce (Beta). Then refresh your browser.
On Setup Home, start a conversation by using the prompt bar, conversation recommendations, or the Ask Agentforce buttons in the Org Health and Usage section.
On any other Setup page, click the Ask Agent for Setup (Beta) button (Ask Agent for Setup button). During the conversation, you see record details, list views, documentation, and other items that you can expand for additional information.
Analytics
Save time and reduce manual configuration of report settings, such as groupings, custom formulas, and bucketing when adding lightning tables to dashboards. This feature reduces the risk of errors and ensures that the tables in the dashboard retain the same configuration as the report. This feature is now generally available.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions.
How: When adding a Lightning table to your dashboard, select Use table settings from report.
Share Reports and Dashboards Folders Using Usernames
Securely share report and dashboard folders using precise usernames. Search for users by their usernames, and reduce the risk of sharing sensitive information with the wrong users. Previously, only the name was shown.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions.
Embed Custom Lightning Web Components in Dashboards for Interactive Data Views (Beta)
Add custom Lightning Web Components (LWC) directly into Lightning Dashboards to create interactive, real-time data views that go beyond standard dashboard capabilities. Filter, explore, and act on data immediately without leaving your dashboard. For example, a business analyst can use a custom LWC to display a waterfall chart or other visualizations that are not available in standard dashboards.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions.
How: To turn on this feature, contact Salesforce Customer Support. Then, in the dashboard edit mode, click +Widget and select Lightning Web Component. Configure the properties of the custom Lightning web component, and add the component to the dashboard.
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Ceili Spring ’24 Release Notes
Here is a traditional Ceili’s summary of the upcoming new features and changes in Salesforce’s Spring ’24 release. Salesforce releases an update package three times
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