Release 51 of 68 · February 2021 · API 51.0
Salesforce Spring ’21 release notes
Salesforce Functions and Data Pipelines land
- Documented changes
- 621
- 22 fewer than Winter ’21
- AI-related
- 55
- 9% of the release
- In beta or pilot
- 55
- Retirements
- 24
What it brought
Salesforce Data Pipelines is a new product for modifying and enriching CRM data at scale, and Data Processing Engine is generally available, so admins can gather and transform data across objects with clicks. Salesforce Functions appears in Apex as a beta namespace for running elastic compute alongside the org. Industries account for 126 of 621 notes. Commerce gets Omnichannel Inventory for real-time availability across fulfilment channels, and the Build Your Own (LWR) template goes GA for fast Experience Cloud sites. Legacy Platform API versions are flagged for retirement in Summer '21.
- Developer beta
- Salesforce Functions
- New data product
- Salesforce Data Pipelines
- Automation with clicks
- Data Processing Engine GA
- Biggest share of notes
- Platform (132 of 621 notes)
- Advance retirement notice
- Legacy Platform API versions, Summer '21
By capability
By product
Capabilities and change types are Jev’s categories; products come from Salesforce’s own headings. How the notes were categorized
Retirements and deprecations
- Update to the Latest Telephony Integration APIp. 149
- IsOptedOut Is Being Retiredp. 152
- Original Territory Management Is Being Retiredp. 180
- Legacy Version of the Inbox Chrome Extension for Gmail Is Being Retired March 31, 2021p. 191
- Scope Out the Latest on Syncing with Google Applicationsp. 195
- Support for the Outlook Integration in Older Versions of Outlook and Windows Is Endingp. 197
- Legacy Version of the Inbox Outlook Add-In Is Being Retired March 31, 2021p. 198
- Salesforce for Outlook Is Being Retired Between Summer ’21 and June 2023p. 203
- Scope Out the Latest on Syncing with Microsoft Applicationsp. 202
- Required Setting Changes for Some Microsoft Office 365 Customersp. 202
- Note the Change in the Learning Centerp. 377
- Obsolete Permissions from Guest User Profiles Were Removedp. 405
- Managed Public Distribution No Longer Supported for Androidp. 426
- Legacy External Services Version Is Being Retiredp. 469
- The Read Only Profile Is No Longer Available in New Salesforce Orgsp. 475
- Require Permission to View Record Names in Lookup Fields (Update, Retired)p. 480
- Enable HTTPS on Your Domainsp. 491
- Stabilize URLs for Visualforce, Experience Builder, Site.com Studio, and Content Files (Update, Retired)p. 492
- Aura Components in the ui Namespace Are Being Deprecatedp. 512
- Lightning Web Components Playground Retiredp. 518
- Advance Notice of Upcoming Retirement of Platform API Legacy Versionsp. 538
- BEM Notation with Double Dashes Is Being Deprecatedp. 547
- Quip Slides Is Being Retiredp. 632
- Pardot User Authentication is Being Retiredp. 652
Every note in Spring ’21
By product, in the order of the PDF. Each title links to its page in Salesforce’s release notes.
Sales Cloud49
- Prepare for Productive Conversations with the Meeting Digestp. 160
- Supercharge Virtual Events with Meeting Studiop. 162
- Create and Share Call Collectionsp. 165
- Einstein Call Coaching Is Now Einstein Conversation Insightsp. 164
- Use Conversation Insights with Video Callsp. 164
- Access Video Call Data in Conversation Insights Dashboardsp. 167
- Use Sales Cadences to Advance Opportunities and Track Target Engagementsp. 168
- Enable Einstein Opportunity Scoring with Less Datap. 173
- Store Included Fields Instead of Excluded Fields in Einstein Lead Scoringp. 174
- Convert Leads to a Person Account and a Business Account at the Same Time with the APIp. 177
- Specify Who Can Change Target Assigneesp. 171
- Do More with Opportunity Productsp. 176
- Retire Sales Cadences Without Losing Their Datap. 171
- Track Accounts as Campaign Members (Beta)p. 178
- Adjust Your Forecasts on the Gop. 175
- Get More Details About Sales Cadence Performancep. 172
- Lead/Contact ID Label Was Changedp. 179
- Configure Order Save Behavior in 2GP and Unlocked Packagesp. 179
- Original Territory Management Is Being Retiredp. 180
- Make Sure Emails Get Delivered with Soft Bounce Email Handlingp. 181
- Use Send Later with Threaded Emailsp. 182
- Add Zoom Meeting Links to Events Created Using Insert Availabilityp. 182
- Distribute Lightning Email Templates with Packaging and Change Setsp. 183
- Monitor More Changes in the Setup Audit Trailp. 182
- Save Time with Duplicate Components in Email Template Builderp. 185
- Sync Internal Eventsp. 188
- Add Profiles to Einstein Activity Capture Configurationsp. 187
- Optimize Email Managementp. 186
- Customize Field Mappings for Contact and Event Syncp. 187
- Inbox Mobile Appp. 189
- Use Lightning Email Templates in Salesforce Automationsp. 185
- Make Logging Easier with Improved People Matching in the Gmail Integrationp. 192
- Legacy Version of the Inbox Chrome Extension for Gmail Is Being Retired March 31, 2021p. 191
- Get a More Accurate View of Emails Sent from Gmail Integration with Inboxp. 195
- Add Zoom Meeting Links to Events Created with Insert Availability in the Gmail Integration with Inboxp. 193
- Lightning Dialer Is Now Sales Dialerp. 190
- Scope Out the Latest on Syncing with Google Applicationsp. 195
- Profile Event Type Pick List Respected When Logging Events from the Gmail Integrationp. 192
- Support for the Outlook Integration in Older Versions of Outlook and Windows Is Endingp. 197
- Legacy Version of the Inbox Outlook Add-In Is Being Retired March 31, 2021p. 198
- Make Logging Easier with Improved People Matching in the Outlook Integrationp. 198
- Create Shared, Public, Resource, and User List Calendars from the APIp. 189
- Profile Event Type Pick List Respected When Logging Events from the Outlook Integrationp. 199
- Add Zoom Meeting Links to Events Created with Insert Availability in the Outlook Integration with Inboxp. 199
- Get a More Accurate View of Emails Sent from Outlook Integration with Inboxp. 201
- Salesforce for Outlook Is Being Retired Between Summer ’21 and June 2023p. 203
- Scope Out the Latest on Syncing with Microsoft Applicationsp. 202
- Restore Access If Service Is Interruptedp. 204
- Required Setting Changes for Some Microsoft Office 365 Customersp. 202
Revenue Cloud13
- Make a Smooth Switch to the Large-Scale Amendment and Renewal Servicep. 207
- Continue Working While You Amend Contractsp. 207
- Contract Larger Orders in Less Timep. 207
- Configurator Evaluation Event Field Added to the Price Rules Page Layoutp. 207
- Permission Set Requirement Was Added for Contract Amendment and Renewalp. 208
- Create Partial Periods When Using a Bill Through Date Overridep. 209
- Standalone Order Activation Logic Was Updatedp. 212
- Automatic Usage Summaries for Evergreen Usage-Based Subscriptionsp. 213
- Standalone Order Product Creation Logic Was Updatedp. 212
- New Permissions for Creating Ordersp. 207
- Use New ERP-Mapping Fields for Finance Transactionsp. 210
- Advanced Approvalsp. 213
- Understand the Long-Term Value of Each Lifecycle-Managed Assetp. 211
Service Cloud66
- Build Customer Trust with the Error Handler System Dialogp. 115
- Scale Up Intent Models with Multi-Language Support for Input Recommender and Input Recommender for Intent Sets (Beta)p. 115
- Construct Bots Quickly with Dialog Cloningp. 117
- Find Answers Fast with Article Answers (Pilot)p. 116
- Promote Utterances from Bot Training to Intent Setsp. 118
- Supercharge the Template Bot with Included Intent Data (Beta)p. 116
- Deliver Information from Records with Object Search (Beta)p. 117
- Build Intent Models with Fewer Utterancesp. 119
- Bot Options Menu Behavior Was Changedp. 121
- Get Global with Bot Language Updatesp. 119
- Learn More About Your Bots with New Metricsp. 119
- Other Improvements to Einstein Botsp. 121
- Keep Conversations Secure: Bots HIPAA and SOC2 Compliancep. 121
- Increase Security with Shield Platform Encryption for Einstein Botsp. 121
- Improve Accuracy with Insights from the Model Scorecardp. 122
- Deliver Einstein Article Recommendations in Seven Languages (Generally Available)p. 123
- Enable Chat Agents to Respond in One of 16 Languages (Pilot)p. 124
- Start with Fewer Transcripts and Increase Repliesp. 124
- Create Shifts Faster via Predefined Shift Patternsp. 127
- Control Einstein’s Automated Actions with Precisionp. 123
- Designate Shifts for Appointments that Meet Your Criteriap. 127
- Add Shift Management to Your Experience Cloud Sitesp. 129
- Complete Calls with Ease via Einstein Voice Wrap-Up (Pilot)p. 125
- Manage Product Campaignsp. 129
- See Who Provides or Services a Customer’s Assetsp. 131
- Deliver Customers Their Service Work Entitlementp. 130
- See More Pricing Details on Product Consumedp. 131
- Plan Ahead with Advanced Maintenance Recurrencep. 131
- Record More Details About Maintenance Plansp. 132
- PK Chunking Support Added for ProductConsumed and ProductRequiredp. 133
- Get More Details On Contract Line Itemsp. 133
- Changes to the Self Service Permission Setp. 133
- Schedule Appointments During Shifts That Meet Your Criteriap. 134
- Get Smarter Travel Time Estimates with Point-to-Point Predictive Routingp. 134
- See Results with Improved Optimization Insights (Generally Available)p. 135
- Briefcase Builder (Beta)p. 136
- Notify Customers When Workers Are Arrivingp. 138
- Update the Status of Your Service Appointment on the Gop. 138
- Service Setup Assistantp. 139
- Get Your Contact Center Up and Running Fasterp. 142
- Integrate Service Cloud Voice with High Velocity Salesp. 143
- Save Customers Time and Frustration with Queued Callbackp. 142
- Collaborate on Call Recordings to Improve Customer Servicep. 143
- Give Agents Time for After-Conversation Work (Pilot)p. 144
- Link Calls to the Right Contact Record (Beta)p. 145
- Scale Your Contact Center with Voice Resiliency and Increased Voice Platform Limitsp. 146
- See When Updates Are Available for Your Contact Centerp. 146
- Introducing New Service Cloud Voice Documentationp. 148
- See When Your Key Pair Expiresp. 147
- Update to the Latest Telephony Integration APIp. 149
- Warm Up Your Lambda Functions and Get Real-Time Transcription in More Languages in Voicep. 150
- Stop Messages Sent via Old Channelsp. 152
- Knowledgep. 152
- Boost Your Messaging Templates with More Metadatap. 151
- Point Your Favorites to the Latest Versions of Articlesp. 153
- Use the Service Setup Assistant to Configure Knowledgep. 153
- Retain Attached Files When Inserting an Article into an Emailp. 154
- Add Alt Text to Images in Lightning Knowledgep. 154
- Give Your Agents Time to Complete the Conversation (Pilot)p. 155
- IsOptedOut Is Being Retiredp. 152
- Keep Profiles Safe from Prying Eyes with Profile Filtering for Interaction Layout Assignmentp. 157
- Enhance Your Workflow with Tab Switching in the Macro Builderp. 157
- Integrate with Entitlements to Supercharge Your Orgp. 157
- BCC Hidden from Salesforce Experience Usersp. 157
- Customize Your Default No-Reply Address for Email Notificationsp. 156
- Email-To-Case Update Enforcement Extended to Winter ’22 Releasep. 157
Marketing Cloud20
- Organize Campaigns by Business Unitp. 638
- Quickly Clone Campaigns with Related Assetsp. 637
- Boost Your Email Marketing Retention with Two-Click Unsubscribep. 640
- Add Alternate Reply-To and Email Senders to Pardot Emailsp. 642
- Secure Your Webex Webinarsp. 639
- Clone an Email Content Record to Save Timep. 641
- Sync Custom Fields in Pardot Object Sync (Beta)p. 644
- Specify a Link for Completion Actions in Pardot Emailsp. 642
- View the Number of Mailable Prospects in When Defining Email Send Settingsp. 643
- Exclude Archived Prospects from Datasetsp. 649
- Trust Attribution with Lead IDsp. 649
- Einstein Behavior Scoring Added to Analytics Setupp. 649
- Analyze Email Content Performance with Custom Reportsp. 640
- Protect Prospect Activity Data with First-Party Tracking (Generally Available)p. 650
- Access the Pardot Setup Assistant from the New Salesforce Marketing Setup Appp. 651
- Company Field in Pardot Dictates Business Unit Name in Pardot Account Setupp. 651
- Sync Prospects Safely With Cross-Business Unit Leads and Contactsp. 651
- Pardot API V5 Generally Availablep. 652
- Pardot API: New and Changed Itemsp. 652
- Pardot User Authentication is Being Retiredp. 652
Commerce Cloud25
- View Inventory Availability and Manage Locations with the Omnichannel Inventory Consolep. 387
- Omnichannel Inventoryp. 385
- Enhance the Shopping and Order Experience with B2C Commerce and Salesforce Order Management Integrationsp. 388
- Pick Up New Products in Sitemap Incremental Updatesp. 391
- Get Inventory Availability and Manage Reservations with Headless APIsp. 386
- Add Sample Data to Your Storep. 390
- Increase Visibility with Guest Browsingp. 391
- Lists Are Generally Availablep. 393
- Retain Workspace List Settingsp. 391
- Use Store Interaction Data to Build Insightful Reportsp. 390
- Create Product2 Sharing Rules to Share B2B Commerce Data with Guestsp. 392
- Use Omnichannel Inventory Features in Flowsp. 388
- Hide the Add to List Buttonp. 393
- Use Reference Components to Guide Your Custom Component Developmentp. 392
- View Variation Parent Product Details on the Product Pagep. 393
- View Variation Attributes on the Product Pagep. 393
- View Parent Classes from the Product Workspacep. 394
- Manage Integrations with Integration Tabsp. 395
- Get Guidance to Set Up and Configure Variations and Attributesp. 394
- Integrate Custom Shipment Data from B2C Commercep. 396
- Integrate Custom Shipping Item Data from B2C Commercep. 396
- Create Adaptable Checkouts with Synchronous Integrationsp. 395
- Give Buyers More Product Options with Variations and Attributesp. 394
- Update Your Delivery Method Componentp. 395
- Use New Order Management Routing Features in Flowsp. 396
Industries126
- Build a Unique Loyalty Experience with Loyalty Programp. 216
- Reward Members with Experiential Vouchersp. 218
- Increase Your Member Engagement with Loyalty Program Partnersp. 217
- Drive Your Business Goals with Promotionsp. 217
- Let Members Track Activities with the Loyalty Member Portalp. 219
- Delight Your Members with Loyalty Benefitsp. 218
- Analyze Customer Loyalty and Grow Your Businessp. 220
- Improve Member Engagement with Einstein Discovery for Loyaltyp. 222
- Loyalty Management Has New Metadata Typesp. 225
- Loyalty Management Has New Invocable Actionsp. 226
- Define Jobs to Process Large Record Volumesp. 228
- Loyalty Management New Objectsp. 223
- Watch Your Batch Jobsp. 229
- Schedule Your Jobsp. 228
- Share Your Batch Management Jobsp. 230
- Batch Management Has a New Objectp. 230
- Batch Management Has New Tooling API Objectsp. 230
- Batch Management Has a New Platform Eventp. 231
- Batch Management Has a New Invocable Actionp. 231
- Batch Management Has New Metadata Typesp. 231
- Specify the Rules and Automate the Restp. 233
- Determine the Outcome for Records from Multiple Sourcesp. 235
- Define Your Business Rulesp. 233
- Update Your Business Rules Anytimep. 238
- Invoke a Decision Table from a Flowp. 236
- Keep Your Business Rules Safep. 239
- Share Decision Tablesp. 238
- Decision Table Has New Objectsp. 239
- Apex: New Itemsp. 239
- Transform Data with a Few Clicksp. 242
- Decision Table Has New Metadata Typesp. 241
- Provide Your Own Inputs While Transforming Datap. 243
- Decision Table Has New Invocable Actionsp. 240
- Run Data Processing Engine on Your Termsp. 245
- Track Your Data Processing Engine Runsp. 246
- Write Back Results to Salesforce Shield Encrypted Fieldsp. 246
- Track Your Data Processing Engine Usagep. 247
- Save Time with Template Data Processing Engine Definitionsp. 246
- Share Data Processing Engine Definitions with Other Orgsp. 247
- Data Processing Engine Has New Objectsp. 248
- Data Processing Engine Has New Tooling API Objectsp. 248
- Data Processing Engine Has a New Invocable Actionp. 249
- Data Processing Engine Has New Metadata Typesp. 249
- Offer Buy Online, Pick Up in Store (BOPIS)p. 251
- Data Processing Engine Has a New Platform Eventp. 249
- Streamline Manufacturing Reordersp. 251
- Synchronize Product and Pricing Datap. 252
- Link Cart to Quotep. 252
- Take on B2B and B2C Marketing with Pardot and Journey Builderp. 252
- Convert Quotes and Opportunities to Sales Agreementsp. 252
- Link Cart to Cashp. 252
- New Manufacturing Cloud Metadata Typep. 253
- Consider Opportunity Schedules in Account Forecastingp. 252
- Increase Sales and Partner Collaboration on Rebatesp. 256
- Unclutter Your Sales Agreements Listp. 253
- Gain New Insights with Enhanced Rebate Processingp. 255
- Define Rebate Programs to Easily Calculate Rebate Amountsp. 254
- Analyze Rebate Programs and Boost Your Business with Rebate Analyticsp. 257
- Create Provider APIp. 259
- Run Reports on the FHIR R4-Aligned Data Modelp. 260
- Intelligent Document Automationp. 260
- FHIR R4 Support for Better Interoperabilityp. 260
- Create Action Plans Automaticallyp. 261
- See Transformed Pagesp. 261
- Resolve Unclear Field Values in Received Documentsp. 262
- Track Visits on the Salesforce Calendarp. 263
- Share Vaccine Information with Vaccine Eligibility Packagesp. 263
- Intelligent Form Readerp. 261
- Choose from Account Types in the Analytics for Healthcare Appp. 263
- Health Cloud Has New and Changed Objectsp. 264
- Branch Managementp. 266
- Capture Branch Hierarchies and Members with the Branch Data Modelp. 267
- Track Account and Lead Creation with Automatic Branch Association (Beta)p. 268
- Set Your Branch Context with the Branch Selectorp. 268
- Define Branches and Members in the Branch Management Consolep. 267
- Improve Branch Operations in the Analytics for Retail Banking Appp. 269
- PK Chunking for Policy and Claim Objectsp. 270
- Capture Events and Milestones on the Gop. 270
- Insurance for Financial Services Cloudp. 269
- Policy Component Enhancementsp. 270
- Custom Title for Policy Componentp. 271
- Create Apps with or without Lead Historyp. 274
- Other Improvementsp. 272
- Set Up Predictions Fasterp. 275
- Analyze Households and Uncover Cross-Sell Opportunitiesp. 273
- Set Policy Types Orderp. 271
- View Record Participants in ARCp. 275
- Allow Non-Owners to Share Recordsp. 279
- Changes to Related Lists in ARCp. 275
- Interaction Summariesp. 276
- Share Interaction Summaries in a Compliant Mannerp. 279
- Automate Financial Data Capture Using Mappingsp. 279
- Rollupsp. 281
- Rollup-by-Lookup Using Data Processing Enginep. 281
- Extract Information from Uploaded Documentsp. 280
- Use Optimized Record Rollup Triggersp. 282
- Share Records with Participant Groupsp. 278
- Optimize Record Rollups (GA)p. 282
- Get Visit Recommendation Using Predictionsp. 291
- Plan the Right Tasks for a Visit with Einstein Visit Task Recommendationp. 290
- Use Einstein for Consumer Goods with Lightning Retail Execution Starter Licensep. 292
- Plan Store Deliveries Better with Controlled Vehicle-User Assignmentsp. 292
- New and Changed Financial Services Cloud Object Fieldsp. 284
- New Financial Services Cloud Metadata Typesp. 289
- Serve Stores Better by Creating Tasks on the Flyp. 294
- Streamline Task Execution with Task and KPI Sequencingp. 295
- Stay Organized with Assigned Tasksp. 296
- Access Visit and Order Details on the Retail Store Pagep. 293
- Analyze Store Performance and Increase Sales with Einstein Discoveryp. 297
- Other Changes to Consumer Goods Cloudp. 297
- Monitor Store Price Compliance with Analytics for Consumer Goodsp. 297
- View Regulatory Fees When Applying for a License or Permitp. 300
- Consumer Goods Cloud Has a New Invocable Actionp. 299
- View Scheduled Visits on the Salesforce Calendarp. 301
- Efficiently Perform Inspection Tasksp. 302
- Consumer Goods Cloud Has New Objectsp. 298
- Improve the Inspection Experience with the Inspection Management Mobile Appp. 302
- Track and Manage Complaints Better with Public Sector Site Enhancementsp. 303
- Stay Informed during a Site Visitp. 302
- New Objects in Public Sector Solutionsp. 303
- Capture Date and Time in Contact Collection Flowsp. 304
- More Information About Communities User Licenses for Industriesp. 304
- Manage Energy Use Records with Individual Locking Controlp. 427
- Resolve Carbon Footprint Record Issues with Data Gap Fillingp. 426
- Monitor Workflow Services Has New Objectsp. 249
- Connect REST APIp. 253
Experience Cloud25
- Add or Remove Drop Shadows in the Tile Menu Componentp. 399
- Hello Experience Cloud, Farewell Community Cloudp. 397
- Build Fast, Efficient Experiences with the Build Your Own (LWR) Template (Generally Available)p. 400
- Give Access to Related List - Single on Mobile Sites with the Revamped Componentp. 399
- Maintain Continuity with the Customizable Service Not Available Page (Pilot)p. 401
- Use a Single Certificate Domain for Your Content Delivery Network (Pilot)p. 402
- ExperienceBundle Enabled by Default for Build Your Own (LWR) Sitesp. 401
- Lightning Message Service Now Supported in Experience Cloud (Beta)p. 404
- Add Salesforce CMS Content to Custom Lightning Web Componentsp. 403
- Set Preferences for Allowed Cookies for Experience Builder Sitesp. 407
- lightning:navigation in Aura Sites Now Supports generateUrl with More actionNamesp. 404
- Navigate to CMS Content Pages Using a PageReferencep. 404
- View All, Modify All, Edit, and Delete Object Permissions Removed for Guest Usersp. 405
- Obsolete Permissions from Guest User Profiles Were Removedp. 405
- Users with Standard External Profiles Can No Longer Log In To Experience Cloud Sitesp. 406
- Keep Things Consistent with Content Keyp. 410
- Hide First and Last Name Fields in SOAP API for Experience Cloud Site Usersp. 407
- Use the Content Key to Reference Media for Importp. 411
- Export Content from Your Salesforce CMS Workspacep. 412
- Bulk Publish Content After Importp. 412
- Deploy CMS Content and Components from Sandbox to Productionp. 412
- Add CMS Images with the Rich Content Editor in the Build Your Own (LWR) Templatep. 414
- Use Your Salesforce CMS Content in Custom Lightning Web Componentsp. 413
- Take Advantage of the Build Your Own (LWR) Template for Experience Cloudp. 413
- Mixed Content Downloads Blocked in Google Chromep. 413
Chatter & Collaboration14
- When to Expect Salesforce Anywhere Featuresp. 628
- Share Your Company’s Custom Templates at Scale (Template Library)p. 629
- Get Up and Running Faster with Salesforce Anywhere Setupp. 629
- Quip for Customer 360 Is Now Salesforce Anywhere Advancedp. 629
- Create a Document from Anywhere (Document Creation in Salesforce)p. 630
- Update Document Ranges, Lock Sections, and Export Documents to PDFs with Salesforce Flowp. 631
- Quip Slides Is Being Retiredp. 632
- Access Alerts More Easily in Lightning Experience (Beta)p. 633
- Define Sections of a Template with Document Rangesp. 631
- Add Salesforce Data Mentions on iOS, See a Document’s Linked Salesforce Records from the All Files View, and Other Enhancementsp. 632
- Hear the Salesforce Anywhere Message Tone (Beta)p. 633
- Subscribe to Alerts Faster (Beta)p. 633
- Catch Up on Released Beta Featuresp. 634
- Make Your Templates Dynamic with Templated Salesforce Data Mentionsp. 630
Mobile16
- Get Comfortable in Mobile Home (Beta)p. 417
- Salesforce Mobile App Requirements Have Changedp. 416
- Everything That’s New in the Salesforce Mobile Appp. 415
- Tap Into Salesforce from Your Home Screen with the Quick Navigation Widgetp. 420
- Use Dynamic Actions with Custom Objects on Mobilep. 420
- Improved Scrolling is the New Standardp. 420
- Keep Track of Your Activities with Activity Timeline on Androidp. 420
- Protect Your Data with Enhanced Mobile Security Updatesp. 422
- Get Ready for Changes to Apple’s Privacy Policyp. 421
- Turn on the New Salesforce Mobile App Tablet Experiencep. 423
- Mobile Publisher for Communities is now Mobile Publisher for Experience Cloudp. 425
- App Store and Google Play Updatesp. 424
- Improve Lightning Page Performance on Mobilep. 423
- Managed Public Distribution No Longer Supported for Androidp. 426
- New Enhanced Mobile Security Setup UI (Beta)p. 421
- Mobile Publisher for Experience Cloud iPad Support (Generally Available)p. 425
Analytics56
- Get Report Details Emailed in .xlsx Formatp. 308
- Save Dashboard Results with Filter URL Parametersp. 307
- Keep Salesforce Data Fresh in Snowflake with Sync Out (Generally Available)p. 312
- Streamline Report Creation with Multi-Field Selectionp. 306
- Einstein Analytics Is Now Tableau CRMp. 310
- Export Datasets to .csv with the Data Prep Output Nodep. 314
- Merge Prepared Tableau CRM Data into Salesforce with the Salesforce Output Connector (Beta)p. 315
- Enable Enhanced Folder Sharing (Update, Postponed)p. 309
- Export Your Tableau CRM Data to Tableau Online for Extra Analysis (Beta)p. 317
- Perform Calculations Across Rows with Window Functionsp. 321
- Identify More Candidates for Simplified Row-Level Sharing with the Improved Sharing Inheritance Coverage Assessmentp. 320
- Tighter Security Encryption Requirements for Connected Data Sourcesp. 320
- Anticipate the Future with Time Series Forecasting (Pilot)p. 325
- Clean Up Your Data by Standardizing Column Value Formatsp. 332
- Analyze Aggregated Data from More Angles with Pivoting (Pilot)p. 330
- Append Rows from Disjoint Data Sourcesp. 333
- Find New Ways to Segment Your Data with Clustering (Pilot)p. 328
- Stay Ahead of the Game with the Smart Transform Pilot Programp. 324
- Other Enhancements to Data Prepp. 335
- Review Your Team’s Activities to Support Better Win Ratesp. 336
- Run Recipes and Dataflows Smarter with Priority Schedulingp. 335
- Add Custom Text and Visualizations in Number Widget Tooltipsp. 339
- Group Data by up to Six Fields in Explorerp. 343
- Be the Boss of Building Dashboards with Reusable Components (Generally Available)p. 339
- Focus Your Sales Efforts By Understanding the Top Revenue Forecast Driversp. 337
- Use SQL with Tableau CRM Direct Data (Beta)p. 342
- Create Training Data Easily with Random Sampling in SAQLp. 346
- Fast-Track Your Queries With SQL for Tableau CRM (Beta)p. 344
- Win More Accounts With Einstein Discovery Modelingp. 337
- Take Action Anywhere on Any Data on up to 100 Records at Oncep. 341
- Discover More Insights with a Reimagined, Intuitive Interfacep. 350
- Fine-Tune Pattern Matching with SAQL's like Operatorp. 347
- Implement External Models in Your Salesforce Org (Pilot)p. 353
- Gain Better Insights Into Your Report Data with Enhanced Einstein Data Insightsp. 355
- Package, Promote, and Distribute Your Predictionsp. 356
- Build Accurate Models Using Random Forest Algorithms (Generally Available)p. 358
- Increase Prediction Transparency with Model Cards (Pilot)p. 361
- Embed Predictions in Your Dataset During Data Prep (Generally Available)p. 351
- Get Automated Model Deployment and Dataset Scoring with Templated Appsp. 365
- Get Better Predictions with Typographic Fuzzy Matching (Pilot)p. 364
- Impute Missing Values to Improve Model Performance (Pilot)p. 363
- Maintain Model Accuracy With Performance Notificationsp. 359
- Get Einstein Predictions in Tableau Using Custom Table Calculationsp. 367
- Save Time in Setup with Automatic Enablement Upon License Activationp. 366
- Control Which Analytics Tab Users Access the Analytics Studiop. 372
- Get Enhanced Performance in Your Einstein Discovery Storiesp. 371
- Manage Model Versions with Version Historyp. 369
- Capture Story Version Details While They’re Freshp. 370
- Arrange Subscription Emails Your Wayp. 376
- Enable Notifications and Subscriptions in Embedded Dashboardsp. 374
- Get More from Tables in Tableau CRM for iOSp. 377
- Control Who Sees What in an App with Asset Visibility (Beta)p. 373
- Get the Latest Version of Tableau CRM for iOSp. 379
- Note the Change in the Learning Centerp. 377
- Get the Latest Version of Tableau CRM for Androidp. 380
- Enrich Salesforce Data at Scale with Salesforce Data Pipelinesp. 381
Data Cloud / Data 3607
- See What’s New with Customer 360 Data Managerp. 505
- Identity for Customers and Partners Was Renamed to Customer 360 Identityp. 506
- See What’s New with Customer 360 Audiencesp. 505
- Monitor Data Subject Access Request Fulfillment with the Portability Logp. 506
- Require Verification When Experience Cloud Users, Partners, and Customers Change Their Email Address (Update, Postponed)p. 506
- Sync Consent Data Across Multiple Recordsp. 507
- Customer 360 Privacy Center Behavior Change: Portability Files Older Than 60 Days Are Automatically Deletedp. 507
Platform132
- Lightning Flow Is Now Salesforce Flowp. 429
- Send Rich Text Emails from Your Flow Using a Send Email Actionp. 434
- Run Part of a Record-Triggered Flow After the Triggering Eventp. 431
- Build Multicolumn Screens in Flow Builder (Beta)p. 435
- Avoid Callout Errors in Screen Flows Automaticallyp. 438
- Refer to the Prior Values of the Record That Triggered Your Flowp. 430
- Enjoy Improved Styling for Flow Screen Componentsp. 439
- Control Revisited Screen Component Values in Flowsp. 437
- Avoid Repetitive Lightning Runtime Warnings in Screen Flowsp. 439
- See Less {!Complex.Syntax} in Flow Builderp. 440
- View Flow Label in Browser Title from Debug or Flow Runtimep. 440
- Access Complex Merge Fields from Loopsp. 441
- Discover Issues with Send Email Actions Earlierp. 441
- Debug Failed Flows More Easilyp. 442
- See Accurate Flow Information in Debug Logsp. 444
- Debug Flows More Easily with Consistent Terms and Direct Debugging for Schedule-Triggered Flowsp. 443
- Access More Output Values from Flow Builder Custom Property Editorsp. 447
- Configure Invocable Actions in Flow Builder More Easily with Custom Property Editors (Generally Available)p. 445
- Delete a Flow Version Installed from a Package Without Uninstalling the Packagep. 445
- Enable Partial Save for Invocable Actions (Update, Enforced)p. 449
- Check for Null Record Variables or Null Values of Lookup Relationship Fields in Process and Flow Formulas (Update, Postponed)p. 451
- Make Paused Flow Interviews Resume in the Same Context with the Same User Access (Previously Released Update)p. 452
- Make Flows Respect Access Modifiers for Legacy Apex Actions (Update, Enforced)p. 450
- Disable Rules for Enforcing Explicit Access to Apex Classes (Update, Postponed)p. 454
- Accurately Measure the CPU Time Consumption of Flows and Processes (Update)p. 453
- Evaluate Criteria Based on Original Record Values in Process Builder (Update, Postponed)p. 454
- Enforce Data Access in Flow Merge Fields (Update, Postponed)p. 450
- Validate Your Recommendations with Data Checker (Generally Available)p. 457
- Analyze Screen Flow Usage (Update)p. 453
- Build Predictions for Managed Packagesp. 459
- Flow and Process Run-Time Improvements in API Version 51.0p. 455
- Retry Building a Failed Predictionp. 460
- Define Localized Component Labels and Attribute Values on Lightning Pages Using Custom Labelsp. 461
- Enjoy Easier Access to Your Recommendations (Generally Available)p. 459
- Get Tips for Phone-Enabled Lightning Pages in Guidance for App Builderp. 466
- More Support for Dynamic Actionsp. 462
- Analyze Performance For Lightning Pages Viewed on a Phonep. 464
- Differentiate Between the Onshore and Offshore Yuanp. 467
- Connect with Customers Who Speak and Read Amharicp. 467
- Read Hebrew Right to Left in More Cloudsp. 467
- Collapse and Expand Field Sections on Dynamic Forms-Enabled Pagesp. 466
- Get More Detailed Information About Your Lightning Page Performance on Desktopp. 465
- Legacy External Services Version Is Being Retiredp. 469
- Enable ICU Locale Formats (Previously Released Update)p. 468
- Include Top-Level Named Array Definition for List Types in Your External Services Schemasp. 470
- Configure Multiple Salesforce Connect Licenses in a Scratch Orgp. 471
- Improve Performance with Limits on Inactive Picklist Valuesp. 472
- Get More Characters for Field-Level Help Textp. 473
- Reauthenticate After Editing Certain Fields of a Named Credential or External Data Sourcep. 471
- Disable Rendering of HTML in Custom Fields Labels (Update, Enforced)p. 473
- The Read Only Profile Is No Longer Available in New Salesforce Orgsp. 475
- Convert the Read Only Standard Profile to a Custom Profile (Update)p. 474
- Create More Rolesp. 476
- Access Custom Metadata Type Records Using Static Methodsp. 477
- Share Records with Manual Sharingp. 476
- Use Integration Permission Sets to Exchange Data with Integration Partnersp. 475
- View Custom Metadata Type Limits from the System Overview Pagep. 477
- Require the View All Lookup Record Names Permissionp. 478
- Require Permission to View Record Names in Lookup Fields (Update, Retired)p. 480
- Get More Predictable Target Behavior for Non-External Hyperlinksp. 480
- Customize Markers and Control Map Behavior in lightning-map Base Componentp. 510
- Ant Migration Tool Requires Java Version 11 or Laterp. 508
- Aura Components in the ui Namespace Are Being Deprecatedp. 512
- Lightning Web Components Playground Retiredp. 518
- DOM API Changes May Require UI Test Updatesp. 512
- Create Flow Builder Custom Property Editors That Access Automatic Outputsp. 515
- Use with sharing for @AuraEnabled Apex Controllers with Implicit Sharing (Update, Enforced)p. 519
- Enable Secure Static Resources for Lightning Components (Update, Postponed)p. 523
- Create a Lightning Web Component Action (Pilot)p. 523
- Prevent Creation of Function Expressions in Dynamically Created Aura Components (Update, Enforced)p. 520
- Enforce Access Modifiers on Apex Properties in Lightning Component Markup (Update, Postponed)p. 521
- Disable Access to Non-global Apex Controller Methods in Managed Packages (Update, Postponed)p. 521
- Einstein Vision and Language Are HIPAA Compliantp. 524
- Use Einstein OCR to Detect Text in PDFs (Beta)p. 525
- Use Einstein OCR to Detect Text in Common Formsp. 526
- Detect More Text with Einstein OCRp. 526
- Create an Einstein Intent Model with Less Datap. 530
- New Field in Vision API Training Status Responsep. 526
- Einstein Intent Support for More Languages Generally Availablep. 530
- Securely Call the Visualforce Remoting API (Update)p. 532
- New Field in Language API Training Status Responsep. 531
- Prevent Consecutive API Navigation Calls in Visualforce Pages (Previously Released Update)p. 533
- Attach Actions to Asynchronous Apex Jobs Using Transaction Finalizers (Beta)p. 534
- Create Custom Property Editors for Invocable Actions (Generally Available)p. 535
- Flag Invocable Apex Methods That Make Calloutsp. 536
- Free Platform Cache for Managed Packages (Generally Available)p. 535
- Use BatchApexErrorEvent Triggers to Monitor ISV Applicationsp. 535
- Target a Specific Release for Your Packages During Salesforce Release Transitionsp. 539
- Named Credential Callouts in Anonymous Blocks Require Customize Application Permissionp. 537
- Query Cursors Optimized for Improved Performancep. 536
- Convert Leads to a Person Account and a Business Account at the Same Time with New LeadConvert Methodsp. 536
- Advance Notice of Upcoming Retirement of Platform API Legacy Versionsp. 538
- OpenAPI 3.0 Specification (Pilot)p. 537
- Remove Metadata Components from Second-Generation Managed Packages (Pilot)p. 540
- Can’t Untangle Your Metadata? Try Org-Dependent Unlocked Packages (Generally Available)p. 539
- Monitor Packaging Operations with New API Fieldsp. 541
- Install and Use the B2B Commerce for Visualforce More Easily in a Scratch Orgp. 544
- Require Multi-Factor Authentication for Logins to Subscriber Orgs (Update)p. 541
- Fine-Tune Your Data Security with Data Maskp. 544
- Specify Unpackaged Metadata for Package Version Creation Tests (Generally Available)p. 541
- Develop Customer 360 Platform Apps with Easep. 546
- Create Scratch Orgs with More Featuresp. 542
- Analyze Your Apex Custom Code with AppExchange App Analyticsp. 549
- Submit Your Solution Faster and Track Progress with the Redesigned AppExchange Security Reviewp. 549
- Lightning Design System Component Blueprint Updatesp. 547
- Track Changes Between Your Local Project and a Sandbox (Generally Available)p. 545
- BEM Notation with Double Dashes Is Being Deprecatedp. 547
- Update Your AppExchange Payment Information Quicklyp. 550
- Enrich Change Event Messages with Extra Fields (Generally Available)p. 550
- Configure the User and Batch Size for Your Platform Event Triggerp. 552
- Receive Change Event Notifications for More Objectsp. 551
- New and Changed Lightning Web Componentsp. 553
- New and Changed Modules for Lightning Web Componentsp. 555
- Standard-Volume Platform Events Are Now Published Asynchronouslyp. 552
- New and Changed Aura Componentsp. 555
- Functions Namespace (Beta)p. 558
- New Connect in Apex Input Classesp. 565
- New and Changed Connect in Apex Classesp. 561
- New and Changed Standard Platform Eventsp. 587
- New and Changed Connect REST API Resourcesp. 589
- New and Changed Connect in Apex Enumsp. 579
- New and Changed Connect REST API Request Bodiesp. 593
- New and Changed Tableau CRM REST API Request Bodiesp. 612
- New and Changed Objectsp. 581
- New and Changed Tableau CRM REST API Resourcesp. 612
- New and Changed Tableau CRM REST API Response Bodiesp. 614
- User Interface APIp. 617
- Bulk API and Bulk API 2.0p. 621
- Tooling API New and Changed Objectsp. 621
- Lightning Console JavaScript APIp. 627
- Salesforce CPQ APIp. 626
- New and Changed Components for Change Setsp. 508
Security & Identity30
- Enable Hybrid Apps to Directly Manage Web Sessionsp. 482
- Reduce Hybrid Mobile App Session Interruptions with a New Frontdoor.jsp Parameterp. 484
- Require the Client Secret during the Refresh Token Flowp. 483
- Get More Guidance from the Multi-Factor Authentication Assistantp. 484
- Monitor Login Metrics for Your Org’s Identity Servicesp. 484
- Easily Integrate Larger Access and Refresh Tokens for OpenID Connectp. 486
- Identity Confirmation Is Now Device Activationp. 487
- Monitor How Your Identity Providers Authenticate Your Users with Authentication Method Referencep. 485
- Manage Access to Login Flows with Profile Filteringp. 487
- Manage My Domain with Easep. 488
- Test Custom Domains in a Sandbox (Generally Available)p. 490
- Improve Connectivity with Salesforce Edge Networkp. 489
- Enable HTTPS on Your Domainsp. 491
- Stabilize URLs for Visualforce, Experience Builder, Site.com Studio, and Content Files (Update, Retired)p. 492
- Deploy a My Domain (Previously Released Update)p. 492
- Stop Redirects from Previous My Domain URLsp. 490
- Encrypt Information Submitted in Surveysp. 494
- Encrypt Utterance Data for Botsp. 494
- Encrypt More Data Faster with Background Encryptionp. 494
- Analyze More Events in the Event Monitoring Analytics Appp. 496
- Default Answers Changed in Analytics App Setup Wizardp. 497
- Automate Real-Time Event Monitoring Setup with Metadata APIp. 497
- Locate Users in All Lightning Event Typesp. 498
- Get Information About Commerce Events in the EventLogFilep. 498
- Filter on User ID for User’s Report Activity (Beta)p. 499
- Get Information About Lightning Component Requests in the EventLogFilep. 499
- See Historical Health Check Details in Security Centerp. 501
- Spotlight Change with Improved Detail Page Chartsp. 502
- Track Identity Providers for Authentication Requestsp. 498
- Update Metric Data On-Demandp. 500
Salesforce Overall40
- Protect Users from Insecure Downloads in Chromep. 70
- Enjoy New Features and a Better User Experience with Release Notes on Salesforce Helpp. 67
- Snooze In-App Guidance to See It Laterp. 76
- Choose from More Positions for Your Floating Promptsp. 77
- Inclusive Terms Are Replacing Legacy Languagep. 67
- Add Images to In-App Guidancep. 74
- Rich Text Editors Get an Upgradep. 70
- Browse, Buy, and Manage Your Products with Subscription Management App (Beta)p. 69
- UI Changes for Lightning Web Componentsp. 72
- Keep Working with Tab-Focused Dialogs (Previously Released Update)p. 72
- Access Active In-App Guidance with Shareable URLsp. 79
- Add Walkthrough Steps That Go Beyond New, Edit, and Clone Pagesp. 77
- Bring the Trailhead Learning Experience Inside the App (Beta)p. 81
- Do More Rich Text Editing in Docked Promptsp. 79
- Get Personalized Guidance While Setting Up Salesforcep. 84
- Move Floating Prompts on an iPadp. 80
- Learn About Salesforce In-App Contentp. 80
- Target Specific Survey Participants Using Rulesp. 87
- Catch Potential Duplicates Before Savingp. 71
- Target Specific Survey Participants Using Rules in Customer Lifecycle Mapsp. 89
- Quickly Find Portal Users When Changing Record Ownersp. 71
- Validate Short-Text Responses from Participantsp. 93
- Send Surveys Using an Aliasp. 91
- Embed a Survey in a Web Pagep. 92
- Show Participants the Survey Completion Statusp. 93
- Salesforce Schedulerp. 96
- Schedule Surveys and More with New Actions Defined in a Flowp. 86
- Preset a Time Zone for Time Slotsp. 97
- Monitor Engagement Channel Performance and Improve Customer Experiencep. 95
- Encrypt Responses in a Surveyp. 95
- Set a Time Zone for Review Appointment Pagep. 98
- Filter Service Resources by Resource IDsp. 100
- Schedule Appointments Across Time Zonesp. 99
- Make Changes on Previous Pagesp. 101
- Modify Appointments via APIp. 103
- Benefit from AI-Powered Einstein Search in Government Cloudp. 106
- Schedule Appointments Faster with API Updatesp. 103
- Get Search Results for More Objectsp. 107
- Embed Salesforce Scheduler Flowsp. 102
- Introducing Communities User Licenses for Industriesp. 660