Ceili Winter ’26 Release Notes
Intro
Here is a traditional Ceili’s summary of the upcoming new features and changes in Salesforce’s Winter ’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 Winter ’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.
Sisältää:
General updates in Salesforce
Add the New Setup Domain
Make sure that Setup pages in Lightning Experience load content correctly if users block third-party cookies in their browser. If your users have general access to the internet, no action is required. If your company controls users’ or servers’ access to the internet through firewalls or allowlists, your IT department must add *.salesforce-setup.com to the company’s list of allowed domains. Salesforce Setup pages are now hosted on that domain.
Where: This change applies to Lightning Experience in all editions.
When: We’re using a staggered rollout to move Setup pages to the *.salesforce-setup.com domain. The rollout began in Spring ’24 and continued through Winter ’25. As of Winter ’25, Setup pages in all sandboxes and nonproduction orgs use the new domain. The rollout was paused in Spring ’25 and Summer ’25. The rollout resumes for production orgs in Winter ’26 according to the major release upgrade date for your instance.
Get Started Salesforce Foundations Faster by Enabling the Required Products Directly in the Setup Page
The products required to enable Salesforce Foundations can now be added directly from the Foundations Setup page via a pop-up window. Previously, required products had to be added by navigating to the Your Account page.
Where: This change applies to supported editions for Salesforce Foundations.
When: Salesforce is publishing this change on a rolling basis throughout the Winter ‘26 Release.
Schedule Suggested For You Prompts for Later to See Information When it’s Most Relevant
Nudges can now be scheduled out to a more convenient time, so you can take action when it’s best for you. Schedule the nudge again in one hour, the next day, the next week, or set a custom time for full flexibility.
Where: This change applies to Lightning Experience in all editions.
Why: The Suggested For You menu is updated to include options to see the suggestion later.
Sales Cloud
Automate Seller Tasks and Maintain Pipeline Hygiene with the Help of Agents
Enhance sales team efficiency with Agentforce Pipeline Management, included in the new Sales Management agent template. With Agentforce Pipeline Management, the agent reviews recent calls, emails, and notes associated with opportunities in Salesforce to suggest updates to opportunity fields such as Next Step or Stage. Sellers can review and approve the changes, or you configure the agent to make updates on their behalf. The agent’s suggestions and updates are available in Pipeline Inspection.
Where: This feature is available in Lightning Experience in Enterprise, Performance, and Unlimited editions with the Agentforce for Sales add-on, or included in Agentforce 1 Sales Edition.
When: Agentforce Pipeline Management became available the week of June 30, 2025.
How: From Setup, in the Quick Find box, enter Agentforce Pipeline Management, then select Agentforce Pipeline Management. Use the guided setup to enable the required features, assign permissions, and configure agent settings in Agentforce Builder.
The agent must be created from the Sales Management agent template. When you use this template, the topics and actions for Pipeline Management are preselected.
Confirm Verified Email Addresses for Users Created in 2016 and Earlier (Release Update)
To comply with the latest email security standards, only users with a verified email address can send emails from Salesforce. This change affects user accounts created on or before November 1, 2016. User accounts created after that date already can’t send emails unless their email address is verified. This update was first available in Summer ’25 and is enforced in Winter ’26.
Where: This change applies to Lightning Experience and Salesforce Classic in all editions except Database.com.
When: To get the major release upgrade date for your instance, go to Trust Status, search for your instance, and then click the maintenance tab.
How: To identify the affected users, create a list view of users created before November 1, 2016 where the user’s email address remains unverified. Then send email verification links to the affected users.
To review this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. For Confirm Verified Email Addresses for Users Created in 2016 and Earlier, follow the testing and activation steps.
Track and Manage Email Conversations with Threaded View
Your email conversations are now organized into threads on the Activity Timeline and Email Message record home when Sync Email as Salesforce Activity is enabled. Threaded views help sales reps quickly understand the conversation context and history. Expand threads to view all emails, and update associations for all email messages in the entire thread to keep your CRM data accurate and up to date.
Where: This feature is available in Lightning Experience in Starter, Professional, Enterprise, Unlimited, Einstein 1 Sales, and Agentforce 1 Sales editions. Also available with the Einstein for Sales, Sales Engagement, or Revenue Intelligence add-ons. The Sync Email as Salesforce Activity feature must be enabled in Einstein Activity Capture.
When: Threaded emails with Sync Email as Salesforce Activity is available in production late November 2025.
Why: This feature provides consistent Einstein Activity Capture functionality regardless of whether Sync Email as Salesforce Activity is enabled or not. In the Activity Timeline, the Einstein icon next to the subject of an email indicates that the thread contains emails with insights.
How: On the Email Message home page, under the Email History tab, view the complete thread associated with the email.
Here’s the view of a threaded email in Activity Timeline
On the Email Message home page, click Manage Associations. Select the Apply associations to all emails in this thread checkbox.
Capture Potential Contacts or Leads from Auto-Captured Email and Meeting Data
Add every potential connection as a new contact or lead directly from the Email Message record page, or as a new contact from the Seller Home page. When email messages go through email matching flows, unmatched email addresses are identified as potential connections.
Where: This feature is available in Lightning Experience in Starter, Professional, Enterprise, Unlimited, Einstein 1 Sales, and Agentforce 1 Sales editions. Also available with the Einstein for Sales, Sales Engagement, or Revenue Intelligence add-ons. The Sync Email as Salesforce Activity feature must be enabled in Einstein Activity Capture.
When: Contact and lead suggestions with Sync Email as Salesforce Activity is available in production late November 2025.
How: On the Email Message record home page, in the Potential Connections section, click Add. Then, select Add as Contact or Add as Lead against the unmatched email address.
Update Einstein Activity Capture and Migrate Email to Sync as Salesforce Activity (Release Update)
Update Einstein Activity Capture and migrate existing email data to the new data structure. Captured email data is now stored as Salesforce activity, making it available to standard reports and tools. After you start the migration, the process runs and completes automatically. This update is available starting in Winter ’26 and enforced in Summer ’26.
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: Salesforce enforces this update in Summer ’26. To get the major release upgrade date for your instance, go to Trust Status, search for your instance, and click the maintenance tab.
Why: Einstein Activity Capture now syncs and stores email data as task and email message records, integrating it with your other Salesforce data. Activity 360 Reporting, Activity Metrics, and the Activities Analytics Dashboard are being retired.
How: To review this update, from Setup, in the Quick Find box, enter Release Updates, and then select Release Updates. Einstein Activity Capture requires the new data structure after Summer ’26. If you don’t opt in by starting the migration process before the enforcement date, Salesforce turns on Sync Email as Salesforce Activity with the default settings and migrates previously captured email based on your data retention window.
Achieve Sales Goals with Target and Quota Life Cycles
Increase the likelihood of reaching sales targets. Allocate targets within your sales hierarchy, plan quotas against those targets, and define success for plans across your business in Sales Planning. Administer targets across sales plans and distribute them to your planning teams.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions.
Why: Sales leaders can now get insight into how quota planning supports proposed targets. And ops leaders give their teams access to target data for discrete planning. That way, teams get the authority to plan accurately by using consistent and standardized target data.
Ops analysts get insight into the targets they’re expected to meet when they plan quotas. And analysts can break down those targets based on unique product family or product targets within quota plans.
How: Open a sales plan, and add products along with any adjustments to seasonality details. Then add goals.
Set targets within your goals for each product. Enter actual numbers or formulas that reference a parent segment’s target.
Targets connect to your quota plans. That way, you can allocate the targets and convert them into achievable quotas for your sales territories and reps.
Summarize Your Sales Records with the Help of Generative AI
Quickly summarize an account, contact, lead, or opportunity record and view key details at a glance with Einstein Summary. Get the information you need easily with one click. Then dive into the details, ask follow-up questions, or take action by continuing the conversation with Agentforce.
Where: This feature is available in Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Sales or Industry add-on license or included in Agentforce 1 Sales Edition.
When: This feature became available the week of August 4, 2025.
Who: To generate summaries, users must be assigned the Einstein for Service Innovations and the Einstein Sales Summaries User permission sets.
How: The Einstein Summary component is added to the default account, contact, lead, and opportunity record page layouts for Salesforce orgs created after August 6, 2025. For orgs created before August 6, 2025, or to add the component to custom account, contact, lead, or opportunity record page layouts, add the Einstein Summary component via Lightning App Builder.
Service Cloud
Gain Better Insights into Case Team Member Contributions by Enabling Role-Based Reporting
Generate custom case reports that include case team member roles to analyze the number of cases solved, time spent, and bandwidth of team members. This feature helps you manage workload and assign cases more effectively.
Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
Why: Case teams can consist of several members, including vendors and partners. It’s difficult to gauge the amount of time and effort contributed by different team members, which makes it difficult to manage their workloads. By generating custom reports that mention team member roles, you can better gauge the bandwidth of team members and assign cases more efficiently.
How: In Setup, search for Report Types in Quick Find. Create a custom report using Case as the primary object and Case Team Member as the secondary object. The Case Team Member object is enabled with Team Role. You can use this custom report to generate reports that include the Team Role column.
Enhance Case Descriptions with Rich Text Formatting (Beta)
Enable rich text formatting, images, and media for your case descriptions so your customers can capture their issues in greater detail. This means all customer information is captured accurately in the first interaction, reducing average handling time and improving the overall case resolution process.
Where: This change applies to Lightning Experience in Professional Edition (PE), Enterprise Edition (EE), Unlimited Edition (UE), and Unlimited Edition+ (UE+) editions.
How: in Setup, search and select Support Settings. In Support Settings select Edit. Select the checkbox for Rich Text for Case Description (Beta) and select Save.
Play a Video in a Messaging Conversation
When a customer sends a video, service reps can play the video right in the messaging conversation. Previously, reps had to download a video before they could play it.
Where: This feature applies to Enhanced Chat and Enhanced Messaging. View required editions.
How: In the messaging conversation, press the play button in the center of a video message.
Keep Customers Informed with Queue Position in Enhanced Chat
Show customers their real-time position in the queue to set clear expectations, help them estimate wait time, and reduce abandoned sessions in queue-based routing scenarios.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
How: From Setup, go to Messaging Settings. In the Queue Wait Time and Position section, select Queue Position from the Notification dropdown list. Save your chages. Then, in Embedded Service Deployment Settings, click Publish to apply the changes.
Queue position is displayed when it’s turned on and the deployment’s Routing Type in Messaging Settings is set to Omni-Queue or Omni-Flow with a flow that routes to a queue. Customers see their queue position when:
- They start a new messaging session
- An agent transfers the session to another agent
- A bot transfers the session to a service rep.
Prompt Customers to Chat with Automated Invitations
Proactively invite customers to start a chat with a service rep by setting up automated chat invitations on your website. Define rules and conditions to control when invitations appear. Optionally, implement your own custom invitation and hide the default.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
How: From Setup, go to Embedded Service Deployments and click Manage Chat Invitations. Select Chat Invitations to enable the feature and use the default invite. To hide the default invite and use your own design, select Customize Chat Invitation. Define your sending rules and invitation conditions, and click Save. Then, in Embedded Service Deployment Settings, click Publish to apply the changes.
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 Enhanced Chat 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 Enhanced Chat before that date.
Prioritize Cases Effectively to Prevent SLA Breaches by Tracking Milestone Time
Help service reps prioritize cases that need attention, helping them meet SLAs and maintain high service standards. With Time to Next Milestone in the case list view, they can easily identify cases that are nearing SLA violations, overdue, or stopped, and avoid SLA violations. Previously, while service reps had multiple cases in their queue, they didn’t have a clear indication of which ones to prioritize.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions with the Service Cloud.
How: From Setup, in the Quick Find box, enter and select Entitlement Settings. Click Edit and select Show Time to Next Milestone. Open cases in a list view and check out the Time to Next Milestone column, which shows how much time is left to complete milestones. Use the sort option to prioritize cases nearing SLA violations.
Report SLAs Effectively by Pausing Individual Milestones
Pause individual milestones on these records: work orders, incidents, problems, and change requests when an action is outside a service rep’s control. For example, service reps can pause an SLA milestone when waiting for more information from a customer or another team’s input. The milestone timer stops, and the target date is reevaluated when the service rep unpauses the milestone. This feature enhances reporting accuracy and clearly highlights delays.
Where: This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions with the Service Cloud.
How: From Setup, in the Quick Find box, enter Entitlement Settings, and then select Entitlement Settings. Enable Pause milestones manually to turn on pause functionality for individual milestones.
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 Cloud connectors to ingest your external knowledge into Salesforce, helping Agentforce deliver accurate responses. Data Cloud connectors offer many of the features 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 additional functionalities will be added before the expected deprecation.
Where: This change applies to Lightning Experience in all editions.
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 Cloud connectors before they retire.
Find Answers Faster with Dynamic Q&A in Knowledge Articles
You can now see the most relevant questions and answers directly on a knowledge article page. The Dynamic Q&A section automatically shows the most common, related questions, ranked by popularity, so you can quickly get the information you need without searching or scrolling.
Where: This change applies to Aura or LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Professional, Unlimited, and Developer editions.
Who: This feature is available to users with a Customer Community, or Customer Community Plus license, and to those with a Knowledge license when accessing knowledge-related features. Site builders need the appropriate permissions to add and configure the Dynamic Q&A component in Experience Builder.
Why: Previously, finding answers in knowledge articles meant reading through the full content or running separate searches. Dynamic Q&A now generates questions based on the article content, related knowledge articles, and user behavior. For guest users, questions are ranked by how often they’re clicked or interacted with, while authenticated users see dynamically generated questions each time.
How: Add the Dynamic Q&A Lightning web component to a knowledge article page in Experience Builder or Lightning App Builder. Configure labels, default values, and the number of questions to display, aligning with your site’s design. The default number of questions is three to five.The component is responsive and works across desktop, tablet, and mobile devices. If enabled through Quick Chat or Messaging for In-App and Web (MIAW), the Have Questions? button lets you submit your own questions directly from the component.
New Inbound Email Limit for Email-to-Case
To improve your storage usage and our infrastructure, we now limit the daily number of inbound emails to 250 per case. In other words, each case can receive up to 250 emails per day. This is calculated on a rolling basis by looking back at the past 24 hours when processing each new email. Previously, there was no limit.
Where: This limit applies to in Salesforce Classic and Lightning Experience in Essentials, Starter, Professional, Enterprise, Performance, Unlimited and Developer editions.
How: This limit is automatically applied. Emails that go over this limit will fail with an exception notification email to the Automated Case User. To request an increase to this limit, contact Salesforce Customer Support.
Set Selection Limits for Multi-Choice Survey Questions
When you are creating a survey question with multiple choice questions, you can now set the maximum number of choices your users can select. This update helps respondents know exactly how many choices they can select, guiding them toward more focused answers and improving response consistency.
Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions.
Who: It is available with Survey Response Pack, Feedback Management Starter, and Feedback Management Growth licenses.
Why: By allowing admins to set a selection limit per question, you help respondents know exactly how many choices they are allowed to make. This ensures consistency in feedback selection and guides them to provide more precise feedback.
How: When you create or edit a multiple-selection question in the survey builder, enter the maximum number of selections allowed. The limit is applied automatically when respondents answer the survey.
Marketing Cloud
Marketing Cloud Next
Reach Your Users with In-App Messaging
Engage customers with interactive push notifications on their verified mobile devices. Configure your mobile apps in Salesforce Setup, and then start sending push notifications with your marketing campaigns. View sending and engagement metrics for individual messages or aggregated messages at the campaign level.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Next Growth and Advanced editions.
Send Engaging Push Notifications
Engage customers with interactive push notifications on their verified mobile devices. Use the Basic push type to add one media attachment, customize your content, tap actions, Android-specific icons, and interactive buttons. The Carousel push type supports up to 6 swipeable cards, each with media, text, and individual tap actions.
Dive Deep into your Usage and Engagement with Mobile App Messaging Analytics
Add mobile app messaging channels to your campaigns to see aggregated metrics across all messages in the campaign. You can view metrics related to message sends, deliveries, views, and interactions for individual messages or entire campaigns.
Send Push Notifications with the Unified Marketing Cloud SDK
Send push notifications to your app users by using the unified Marketing Cloud SDK. This SDK previously supported sending push notifications only through Marketing Cloud Engagement. This update adds support for Marketing Cloud Next on the Salesforce platform, providing a familiar experience for developers who are already familiar with the Engagement SDK.
Create Engaging Messages Faster and Reach More Customers
We made changes that help you create consistent emails faster, edit email details quickly, collaborate with the Content Builder Agent, and control personalization data sources. Plus, new interactive features in WhatsApp messages enable marketers to better engage customers with timely and relevant information. And we expanded our SMS messaging support to Hong Kong, Honduras, Peru, and Singapore.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Next Growth and Advanced editions.
Streamline Email Creation with Reusable Content Blocks
Speed up email production, ensure consistency, and boost personalization with reusable blocks of content such as banners, footers, terms and conditions, or other boilerplate content. Content admins or managers can combine text, images, links, and buttons into content blocks and store them in a marketing workspace. They can also create different blocks for different audiences. Then marketers can quickly build emails that contain content blocks and apply variation rules that serve personalized content to the right recipients.
Save Time with Email Templates Campaigns
Save time and ensure brand consistency across your marketing campaigns with new email templates. An admin or campaign manager can create and manage standardized, on-brand templates. An author can then select a template and easily create their own marketing emails. Templates streamline the email creation experience and establish a consistent workflow for your team.
Create Content with the Content Builder Agent
A new autonomous Content Builder Agent interacts with your users to draft, revise, and optimize content from Salesforce CMS in Salesforce Marketing Cloud. This agent helps teams create marketing assets, such as subject lines, SMS messages, and body copy, faster than ever. To ensure brand consistency, provide company information and a defined role to guide the agent’s voice. To get started, from Agent Builder, find and select the new Content Builder Agent template.
Refine Email Personalization with New Options for Managing Data Sources
In emails, marketers have more control over the data sources that supply merge fields, repeaters, and dynamic content. They can now replace the default data graph when they edit an email from the Data Sources panel. Previously, they were required to use the default data graph configured in Setup. They can also remove event data sources from an email, where previously they could only replace them. To simplify that experience, the Update action is now called Replace.
Modify Email Details More Easily
The title, API name, and Description fields have been moved out of the Settings panel. To access these fields now, click the Details icon in the header of the canvas. (1) The title field is also automatically generated when you create an email, and you can edit it in the header as needed. (2)
Refine Email Strategies with New Deliverability Dashboard Filters
A redesigned Deliverability dashboard reveals deeper insights into your email campaigns. With the new domain filter, you can visualize failure reasons specific to email domains such as Gmail, Hotmail, and other recipient domains. For more granular insights into email failures, use the message type filter to determine if they’re promotional or transactional.
Expand SMS Marketing to More Countries
Add Hong Kong, Honduras, Peru, and Singapore to your SMS marketing locations. Request sender codes, and determine how to send SMS messages to these countries. Each country has different sending and compliance regulations, so review the rules before you begin.
Boost Your Marketing Insights with New WhatsApp Metrics
To optimize your marketing strategies, review new WhatsApp click rate and open rate metrics on the Insights dashboard. For more targeted insights into your campaign performance, filter by Sender Display Name to see results specific to the sender’s verified name.
Make WhatsApp Messages More Engaging
Use interactive messaging with WhatsApp flows, location sharing, and call-to-action buttons to improve customer satisfaction and boost conversions. You can now showcase multiple products using carousel messages and integrate your real-time product catalog for up-to-date pricing and availability. These features enable you to trigger flows based on customer responses, creating a more dynamic marketing strategy.
Capture More Data and Personalize Landing Pages
New form features make it easier to gather details, map them directly to Salesforce objects, and automate actions such as task creation by triggering a flow. Use merge fields to personalize landing pages for individual page visitors.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Next Growth or Advanced editions, and in Starter and Pro Suite editions. They also apply to these editions when Salesforce Foundations is enabled. Your edition determines the options that you have.
Capture Data on Forms Without Requiring User Input with Hidden Fields and Default Values
Gather essential details with clutter-free forms that maximize conversion rates and deliver insight into how your customers engage with your campaigns. Specify URL parameters in hidden fields to capture details such as campaign name or the product page where a lead originated. To save users some effort, populate a visible field with a default value. Hidden fields and default values are available for the Checkbox, Dropdown, Number, Plain Text, and Text Area input components.
Connect External Forms with the Form Handler
Try a new form handler to connect captured data from an external web form to Salesforce. To capture leads, cases, and other records from your website, map fields from any web form directly to Salesforce objects—without writing any code. Send follow-up emails or create tasks by triggering a flow. To improve data quality and user experience, the Form Handler includes a built-in honeypot field for spam protection, custom redirect URLs for successful or failed submissions, and web tracking to monitor user engagement and form performance.
Personalize Landing Pages with Merge Fields
Capture interest and generate more leads when you personalize landing pages with merge fields. Marketers can use merge fields to include a prospect’s name or organization or to highlight a product or service for a particular page visitor. To get the best performance on personalized landing pages, set up a real-time data graph in Data Cloud. Then, marketers can select it from the Data Sources panel while editing the landing page.
Who: This feature is available in orgs created in Spring ’25 and later.
Deploy Effective Landing Pages Quickly with Templates and Newly Supported HTML Tags
Give marketers proven landing page designs without requiring technical knowledge or developer resources. An admin can create and manage landing page templates, and then marketers can select them in the landing page builder. For more flexibility in HTML authoring, additional HTML tags and elements are supported for creating landing pages.
Test Marketing Cloud Next in a Sandbox Org
Safely try Marketing Cloud Next features and content in a sandbox org without making changes in your production environment. For example, create a complex multichannel campaign in a sandbox version of your org, and run a test to make sure that it works as expected. When everything looks good, you can deploy your changes to production.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Next Growth and Advanced editions.
How: To get started, create or refresh a sandbox org and set up Data Cloud and Marketing Cloud Next, and then follow these setup instructions in Salesforce Help. Sandboxes can consume credits for Data Cloud, messaging, and Salesforce Personalization.
Other Changes in Marketing Cloud Next
Here are some other changes we made in Winter ’26.
Where: These changes apply to Salesforce Enterprise and Unlimited editions with Marketing Cloud Next Growth and Advanced editions.
Update Your Web Tracking Connectors
To track visitor activity on your website with the latest connector functionality, an admin must make a few updates. First, get the latest external tracking data kit and marketing website connectors, and redeploy the data streams. Then, copy the new web tracking script for your connector and replace the existing script on your website.
If you don’t see your connectors on the Web Tracking page in Salesforce Setup, and you created them before March 2025, contact Salesforce Customer Support to update your website connectors.
Score People and Accounts More Precisely with Multiple Scoring Models
You can now segment your scoring based on different needs, products, regions, or communication channels, like email and WhatsApp, using multiple scoring models. You can also manage costs by changing how often you score. Previously, only a single, fixed-frequency scoring model was available.
Optimize Marketing Strategies with Advanced Insights Dashboard
Explore the enhanced Insights dashboard, now with powerful new visualizations for Marketing Performance. Use the new chart to easily identify top-performing user segments. Track activity trends over time with the newly introduced line chart across various channels.
Marketing Cloud Account Engagement
Manage Prospects From Anywhere in Salesforce with Agentforce
Account Engagement now includes Agentforce actions, saving you time and effort when you update prospects or manage nurture campaigns. Create your own Lead Management Agent, and use the six new actions to instantly get answers about your prospects from anywhere in Salesforce.
Where: This change applies to Salesforce Developer, Enterprise, Performance, and Unlimited editions with Marketing Cloud Account Engagement.
When: This change became available in June 2025.
How: To use Account Engagement Agentforce actions, add actions to a topic in Salesforce Setup.
Commerce Cloud
Display Personalized Storefronts to Buyer Groups Using a URL Parameter
Display different stores to different buyer groups using a single URL structure. Present relevant products, promotions, and content based on the buyer group by adding a custom URL parameter. Target customers can receive special discounts when they use this URL parameter, or different distributors can sell products in your store using different price books.
Where: This change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited, and Developer editions.
How: In Experience Builder, add a custom URL parameter to the Head Markup.
For the Content Security Policy, select Relaxed CSP: Permit Access to Inline Scripts and Allowed Hosts. Then publish your store.
Build Modern Commerce Stores with the New Unified Template
You no longer need to use and maintain separate templates for B2B and D2C stores. The new unified templates integrates the best of Salesforce Commerce into a single codebase, reducing developer time and providing shoppers a consistent experience.
Where: This change applies to B2B Commerce and D2C Commerce in Enterprise, Unlimited, and Developer editions.
How: From Setup, click Commerce Setup Assistant. Under Start Selling Online, click Get Started. Select the Commerce Store template, and create your store.
Help Buyers Find Products Faster with Partial SKU Search
Make it easier for buyers to find exactly what they want with partial SKU search. Partial SKU search reduces occurrences of “no results found” by helping buyers locate products even if they enter incomplete or unformatted SKUs. For example, buyers can find a product with SKU ABC-12345 by searching for “ABC”, “12345”, or “ABC1234”.
Where: This change applies to B2B Commerce in Enterprise, Unlimited, and Developer editions.
How: In your store’s Settings, select Search. On the Additional Settings tab, under the Search section, enable Partial SKU Search.
Experience Cloud
Upgrade to Enhanced LWR Sites (Release Update)
Upgrade existing LWR sites to enhanced LWR sites to take advantage of the latest features, including partial deployment, enhanced CMS workspaces and channels, expression-based visibility, and more. This update was first available in Spring ’25. Salesforce doesn’t enforce this update, but we recommend that you enable it.
Where: This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
When: This update was scheduled to be enforced in Spring ’26. Since Summer ’25, Salesforce no longer enforces this update.
Why: The enhanced sites and content platform is a flexible system that brings together Salesforce CMS and LWR sites. Since Winter ’23, enhanced LWR sites and enhanced CMS workspaces that you create are hosted together on this redesigned platform. Now, as part of the continued move to the enhanced platform, you can upgrade existing LWR sites to access features that are available only with enhanced LWR sites, including:
Expression-based visibility and variations: Create several versions of the same component, and then use visibility rules to determine who sees what.
Component-specific Style tab: Apply custom CSS from a component’s Style tab for more granular control over the look of each component.
Site content search: Use the Search Bar and Results Layout components to add search functionality that includes content results from enhanced CMS workspaces.
Data Cloud integration: Connect enhanced LWR sites to Data Cloud for a complete understanding of who’s visiting your site and how you can best engage with them.
Enhanced CMS workspaces: Avail of role-based workflows and approvals, content variations, collections, and workspace sharing.
How: Previously, admins couldn’t upgrade LWR sites that included /s in the site URL. Now you can update the site URL to remove /s before upgrading to an enhanced LWR site.
To upgrade an LWR site, in Experience Builder, select Settings | Updates, and click Upgrade. After you upgrade your site to an enhanced LWR site, the site’s metadata changes. Unlike non-enhanced LWR sites, which use the ExperienceBundle metadata type, enhanced LWR sites use the DigitalExperienceBundle and the DigitalExperienceConfig types.
Customization
Sort List Views by Multiple Columns (Generally Available)
To see your data in a more intuitive way and make your list views more actionable, you can now sort list views by up to 5 columns. Select the columns to sort by and whether to sort each column in ascending or descending order. To return to sorting by a single column, click a column header that isn’t included in your multiple-column sort. This feature, now generally available, includes some changes since the last release.
Where: This change applies to Lightning Experience in all editions except Starter and Pro Suite.
How: To sort a list view by multiple columns, from a list view, click , and select the columns to include in the sort.
For example, create a Cases list view that’s sorted by Contact Name, then by Priority, and then by Date/Time Opened. Or create an Opportunities list view sorted by Close Date and then by Amount.
Your list sort configuration is saved until you modify or clear it. To return to the default sort order, click settings icon and select Reset Column Sorting.
Speed Up List View Configuration with Type-Ahead Search
Skip the endless scroll through a list of fields and instead take a shortcut straight to the section of fields that you need. Now, when you edit or create a list view, you can click into the available fields or visible fields and type the first character of the field name that you want to find. Focus moves to the first field alphabetically that matches your typed character. Previously, type-ahead search wasn’t supported when you modified a list view’s fields.
Where: This change applies to Lightning Experience in all editions.
How: From a list view, click settings icon and select Select Fields to Display. To add a new field to the list view, click into the alphabetical Available Fields list. After you type a character into the list of fields, type the same character again to move focus down the list of available fields.
To select a field that’s in focus, press Ctrl+space. In this example, the Last Activity field is selected, and the Parent Account field is in focus.
Type-ahead search works for all Salesforce-supported languages and characters. Type-ahead searches only on the first character that you type. If you type a second, different character, you jump to the section of fields that start with that second character.
Enable Field History Tracking for Users (Beta)
Easily manage and audit a user’s data by viewing a list of changes to users. Track up to 20 fields on the User object to monitor updates made through the user interface, bulk operations, Apex, or the API. View a detailed log of changes, including the old and new values, a timestamp, and who made the update. You can also run reports to get valuable insights into user activity and improve your record management.
Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Enterprise, Performance, Unlimited, and Developer editions.
How: From Setup, in the Quick Find box, enter Users, and then select User Management Settings. Enable User Field History Tracking (Beta). Then configure settings on the Field History Tracking Setup page.
Security
Usernames Can’t Contain Zero-Width Space Characters
Salesforce now returns an error if you try to save a username that includes zero-width space Unicode characters, also known as invisible characters. These characters can be introduced when you copy and paste a username from another source, such as a company spreadsheet. They can cause confusion by making different usernames look identical. To resolve the error, type the username instead of pasting it.
Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in all editions.
Reset Your Password with Your Email Address
If you forgot your password and your username, you can reset the password with the new Use Your Email Address button on the Reset Your Password page. After you enter your email address, Salesforce sends an email with a link to continue the password reset process.
Where: This change applies to Lightning Experience, Salesforce mobile app in Personal, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
How: On the login page, click the forgot password link, and on the reset password page, click Use Your Email Address. Enter your email address, and click Continue. Salesforce sends you an email with a link to reset your password.
Analytics
Disable Formulas in Exported Reports
Protect your data and reduce security risks when exporting reports as CSV files. Add a straight apostrophe (‘) before field values that start with characters such as equals (=), plus (+), minus (-), etc., to prevent spreadsheet programs from misinterpreting these cell values as formulas. This protects from potential data manipulation or unintended code execution.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions.
How: In Setup, in the Quick Find box, enter Reports and select Reports and Dashboards Settings. Select Disable Formulas in Exported Reports. In the text box, along with the default characters, you can enter additional characters to detect at the start of field values using commas to separate them.
Interpret Data Easily with Reference Lines in Lightning Dashboard Charts
Identify trends, outliers, and areas that require attention by adding reference lines to your Lightning dashboard charts. Previously, you could add reference lines only to report charts. For example, a sales manager adds a sales target reference line to a monthly sales bar chart to quickly evaluate performance. This helps sales managers make faster, data-driven decisions.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions.
How: Select Show Reference Line and enter the reference value when adding a chart widget to your dashboard.
Enable Translations for Reports and Dashboards Metadata Labels
Localize your reports and dashboards by enabling translations for report metadata labels such as Description and Report Name. For dashboards and dashboard widgets, you can update translations for metadata labels such as Dashboard Name, Description, Widget Title, Widget Subtitle, and Widget Footer. This allows non-English-speaking users to view the fields in their locale’s language and improves their overall experience.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions.
How: To translate metadata labels, enable Translation Workbench, select the languages for translation, and assign translators for each language.
Then, in Setup, in the Quick Find box, enter Translate and select Translate. Select the language for translation and select Dashboard, Dashboard Component, or Report as the setup component. From the Aspect dropdown, select the metadata label that you want to translate.
Use Existing Report Settings When Adding Tables to Dashboards (Beta)
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.
Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions.
How: In Setup, in the Quick Find box, enter Reports and select Reports and Dashboards Settings. Select Apply report settings to dashboard tables (Beta).
When adding a Lightning table to your dashboard, select Use table settings from report (Beta).
Boost Query Performance and Data Efficiency with Semi-Joins and Anti-Joins (Beta)
You can now add semi- and anti-joins to your queries to identify duplicate and nonmatching rows without manual queries. This update not only accelerates query performance by retrieving only essential data but also empowers you to perform advanced data analysis more efficiently, making complex data insights accessible to all.
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: Open a lens. From the Add menu, select Join Data Source to join with.
Select a join type and fields to match between the datasets. You can select up to 5 pairings.
Salesforce Flow
Use Static Resource Images in Display Text Components to Ensure Consistent Image Availability in Flows Across Environments (Beta)
Now you can add images to Display Text components from static resources to ensure that the images are persistently available across Salesforce orgs and Experience Cloud sites. Previously, you could only upload images as Salesforce files. However, because these files weren’t packageable, they would be lost when a flow was deployed to a different org or Experience Cloud site.
Where: This change applies to Lightning Experience and Salesforce Classic in Essentials, Pro Suite, Professional, Enterprise, Performance, Unlimited, and Developer editions and in Aura and LWR Experience Cloud sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
How: You can still upload images as Salesforce files, but if you want your images to be packageable and consistently available, use the Add Image from Static Resources option.
Display Complex Data with Apex-Defined Collection Support in Data Tables
Present complex data in a tabular format by specifying Apex-defined collections in source collections. Data tables in screen flows now support Apex-defined collections. Previously, you could add only the output of standard objects to a data table source collection. Use a unique identifier field to identify selected rows and enable advanced flow logic, such as showing only selected rows from one table in another. Using a unique identifier is important to ensure your data table component works properly. If you select a field that can have duplicate values, it can cause incorrect and unpredictable selection behavior, such as selecting multiple unintended rows.
Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Essentials, Professional, Enterprise, Unlimited, and Developer editions.
How: Open a screen flow and add something that generates an Apex-defined type, such as an Apex action. Add a Screen element and then add a Data Table component to it. In the Source Collection field, select the Apex action’s output created earlier in the flow. Next, under Configure Rows, select a field in Unique Identifier. Use a field from your collection where every record has a distinct value, such as a record ID or a unique API name. The Unique Identifier field is available for Standard, Custom Objects, and Apex-Defined Collections. Save and run the flow.
Let Flows Decide Whether a Transaction Is Required
You can now configure flow types that support wait or async actions to determine at run time whether a new transaction is required to successfully execute the action. Previously, only screen flows had transaction control. For record-triggered flows, you can apply transaction control to actions in an asynchronous or scheduled path but not in a path to run immediately.
Where: This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Essentials, Professional, Enterprise, Unlimited, and Developer editions.
How: For actions configured in Winter ’26 or later, the default is to let the flow decide how to control the transaction. For actions configured before the Winter ’26 release, change the transaction control to Let the flow decide (recommended).
Salesforce®, Sales Cloud®, and others are trademarks of salesforce.com, inc., and are used here with permission.
Read more
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
CEO’s Christmas Greetings 2025
Ceili’s year 2025 has been a great success overall. The growth phase that began in 2024 has continued throughout the year. During 2025, we will
Elematic partners with Ceili to elevate sales, marketing, and customer experience and build scalable processes on Salesforce
Elematic Oyj is a global leader in precast concrete technology. With over 65 years of experience, the company designs, manufactures, and supplies high-quality machinery, equipment,
