Release 60 of 68 · February 2024 · API 60.0
Salesforce Spring ’24 release notes
Einstein Copilot arrives, Prompt Builder goes GA
- Documented changes
- 969
- 101 more than Winter ’24
- AI-related
- 96
- 10% of the release
- In beta or pilot
- 49
- Retirements
- 28
What it brought
Spring '24 is the first release built around a generative AI assistant: Einstein Copilot, a conversational assistant inside CRM, extensible with custom actions and customisable, testable and debuggable in one place. Prompt Builder went GA a single release after its pilot, so admins can embed generative AI directly in everyday records. Einstein Studio in Data Cloud lets teams build predictive models with clicks instead of code. AI now accounts for 96 of 969 notes. Salesforce Functions, generally available only two years earlier, is now set to retire on January 31, 2025.
- Biggest new capability
- Einstein Copilot, a CRM AI assistant
- Pilot to GA in one release
- Prompt Builder generally available
- AI nearly doubles its footprint
- 96 of 969 notes (10%)
- GA to gone in three years
- Salesforce Functions retires Jan 31, 2025
- Old tooling dropped
- Ant Migration Tool reaches end of life
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
- Salesforce Ant Migration Tool End of Lifep. 224
- Migrate LWC Projects from LWC.studio to StackBlitzp. 233
- Salesforce Platform API Versions 21.0 Through 30.0 Retirement (Release Update)p. 252
- Replace Workbench With Salesforce Developer Toolsp. 258
- Salesforce Functions Is Being Retiredp. 259
- The Cloud Security Website Is Being Retiredp. 261
- Streaming API Versions 23.0 Through 36.0 Are Being Retiredp. 265
- Update References to Your Force.com Site URLsp. 340
- Built-In Salesforce-Managed App for the Twitter Authentication Provider Is Being Retiredp. 342
- Plan for the Discontinuation of Mobile Extension Toolkit (Beta)p. 360
- Replace Deprecated Fields on Vehicle and Vehicle Definition with New Fieldsp. 371
- Improved Trade Promotion Management Documentationp. 380
- RxNorm Interaction API is Deprecatedp. 411
- Elevate Retirementp. 470
- foundationConnect Retirementp. 470
- The Twitter Connector Has Been Retiredp. 510
- Service Account OAuth 2.0 Authentication to Microsoft Office 365 Is Being Retiredp. 575
- Inbox Mobile Was Retiredp. 626
- Salesforce for Outlook Is Now Being Retired in December 2027p. 627
- Meeting Studio Is Being Retiredp. 641
- Set Up Meeting Options More Easily in Sales Engagement Setupp. 640
- Social Accounts, Contacts, and Leads Was Retiredp. 641
- Update References to Your Previous Salesforce Domainsp. 675
- Salesforce-Managed App for the Twitter Authentication Provider is Being Retiredp. 681
- Say Goodbye to Standard WhatsApp Channelsp. 728
- Chat is No Longer Available to All Eligible Orgsp. 745
- Social Customer Service Starter Pack Is Being Retiredp. 744
- Other Improvements to Chatp. 745
Every note in Spring ’24
By product, in the order of the PDF. Each title links to its page in Salesforce’s release notes.
Sales Cloud89
- Draft Personalized Sales Emails with Einsteinp. 562
- Get More Options with Custom Sales Email Templatesp. 564
- Draft Sales Emails in More Languagesp. 565
- Accelerate Productivity With Sales Summaries in Einstein Copilot (Generally Available)p. 568
- Let Users Enter Generative AI Instructions to Create Sales Emailsp. 566
- Identify Risky Deals in Your Seller’s Forecastp. 569
- Learn Best Practices from Similar Won Dealsp. 570
- Reengage Customers with a Post-Call Emailp. 570
- Control Whether Users Can Enter Their Own Sales Email Prompt Instructionsp. 567
- Take the Next Best Step to Close More Dealsp. 569
- Connect Google to Salesforce with a Google Workspace Marketplace Appp. 572
- Get In-App and Email Notifications When Users’ Connections Are in Troublep. 573
- Resolve User Connection and Synchronization Issues Quickly to Improve Performancep. 572
- Address Your Users’ Connection Issues Quickly by Seeing Org ID and Username in Notificationsp. 573
- Get Fewer User Connection Notificationsp. 574
- Trigger Flows from Activity Insightsp. 574
- See More Activities Dashboards in One Placep. 574
- More Salesforce Orgs Are Eligible for Activity 360 Reportingp. 575
- See Call Summaries in Languages Other than Englishp. 578
- Service Account OAuth 2.0 Authentication to Microsoft Office 365 Is Being Retiredp. 575
- See the License Usage and User Status for Einstein Conversation Insightsp. 581
- Get 10 Einstein Conversation Insights Licenses with Enterprise Editionp. 584
- Use Einstein Conversation Insights with Microsoft Teams and Google Meetp. 579
- Use Einstein Conversation Insights in More Languagesp. 581
- Ask Call Questions with Call Explorer Powered by Einsteinp. 577
- Add Call Participants to Video Call Records with Easep. 583
- Identify Speakers on Mono Callsp. 585
- Access Dashboard Improvementsp. 584
- Get More Details About Errorsp. 585
- Visualize Customers and Prospects on a Mapp. 587
- Drive Success with Seller Homep. 586
- Access Full Support for More Voice Providersp. 583
- See Which Leads are Engaging and View Insightsp. 588
- Create Responsive Cadences Faster with Cadence Builder 2.0p. 593
- See Which Contacts are Engaging and View Insightsp. 591
- Make Installing Revenue Insights a Breezep. 595
- Get a Full View of Account Health with the Account Intelligence Viewp. 589
- Perform a Deep Analysis of Win Rates and Pipeline Bottlenecksp. 595
- Narrow In on Deals with Filter Logic in Pipeline Inspectionp. 596
- Get More in Pipeline Inspection with Increased Record Limits in Charts and Viewsp. 596
- Get a More Flexible Pipeline Inspection UIp. 597
- View and Set Forecasts with Forecast Groupsp. 599
- Access Different Forecast Views in Tabsp. 602
- Gain Forecast Clarity with Side-by-Side Adjustment Detailsp. 600
- Gain Deeper Insights About Forecast Health with Forecast Chart Enhancementsp. 603
- Spend Less Time Finding New Contacts with Einstein Suggestionsp. 591
- Save Time by Creating Call Scripts and Email Templates with Quick Cadencesp. 593
- Round Forecast Amounts for More Streamlined Forecastsp. 604
- Expand Your Enablement Strategy to More Users with Program Self-Enrollmentp. 606
- Build a Community of Loyal Partners with Partner Enablement Programs and In-App Guidancep. 605
- Assign Offline Tasks to Your Sales Reps in Enablement Programsp. 607
- Try Sales Programs for Free with Enablement Litep. 610
- Refresh Program Progress at Your Conveniencep. 609
- Other Changes in Enablementp. 610
- Sharpen Selling Decisions with a Consolidated View of Insights on Contacts or Leadsp. 613
- Monitor Your Channel Business Like a Pro from the Channel Management Consolep. 612
- Create and Test In-App Guidance in Lightning Experience with the New Setup Domainp. 611
- Enable and Guide Your Partnersp. 613
- Find a New Name for Prompt and Walkthrough Management Permissionsp. 611
- Unlock More Details and Spot Trends with More Forecasting Custom Report Typesp. 603
- Track Partner Activity with New Analytics Resourcesp. 616
- Prioritize Selling with More Pipeline Insights and Actionsp. 615
- Other Changes for Partner Relationship Managementp. 617
- Optimize Boundary Assignmentsp. 619
- Engage Stakeholders in Sales Planning Processesp. 618
- Log Emails and Events More Accurately and Quicklyp. 622
- Time Slots for Suggested Meeting Times Have a New Lookp. 625
- Inbox Mobile Was Retiredp. 626
- Salesforce for Outlook Is Now Being Retired in December 2027p. 627
- Get More Options in Your Email Integration with Custom Sales Email Templatesp. 624
- Enter Generative AI Instructions to Create Sales Emails in Email Integrationsp. 625
- Inbox Mobile Appp. 626
- Other Improvements in Sales Planningp. 620
- Set Up Salesforce Everywhere More Easilyp. 628
- Keep Productivity at Hand with the Embedded Side Panel for Everywherep. 629
- Stay Logged In to Sales Cloud Everywherep. 629
- Work Efficiently with Sales Cloud Everywherep. 630
- Sell More Efficiently in Sales Cloud Everywherep. 630
- Update Data for Many Records in Workspacep. 634
- Focus on the Right Records and Personalize Your Workspacep. 635
- Follow Up on People of Interest with Contextual Insightsp. 633
- Get the Power of Copilot in Sales Cloud Everywherep. 636
- Follow Up on Companies of Interest with Contextual Insightsp. 631
- See the Fields You Want in Sales Cloud Everywherep. 638
- Meeting Studio Is Being Retiredp. 641
- Set Up Meeting Options More Easily in Sales Engagement Setupp. 640
- Marketing App Was Renamedp. 641
- Social Accounts, Contacts, and Leads Was Retiredp. 641
- Enable New Order Save Behavior (Release Update)p. 642
Revenue Cloud55
- Increase Product Findability Through a Visual Product Catalogp. 526
- Accelerate Product Creation Through Product Classificationsp. 528
- Effortlessly Design Products Of Varying Levels Of Complexityp. 529
- Reuse Attributes to Define Similar Products At Scalep. 527
- Customize the Product Catalog Management Home Page with Lightning Web Componentsp. 531
- Define Business Rules For Product Validation and Compatibilityp. 531
- Model Products to Represent Industry-Specific Product Typesp. 530
- Use APIs to Programmatically Access Your Product Datap. 532
- New and Changed Objects in Product Catalog Managementp. 532
- Manage Pricing Policies and Processes Easily by Using Salesforce Pricingp. 537
- New Metadata Types in Product Catalog Managementp. 534
- Track Your Products by Using Price Books and Price Book Entriesp. 537
- Scratch Org Featuresp. 532
- Define Business Rules For Product and Product Category Eligibility and Availabilityp. 530
- New Tooling API Objects in Product Catalog Managementp. 534
- Perform Complex Price Calculations Using a Recipep. 537
- Control Pricing with Adjustment Schedulesp. 538
- View Your Pricing Data Your Wayp. 539
- View Product Discounts on a Single Calendarp. 540
- Calculate Discounts Using Defined Pricing Elementsp. 541
- Build Context Definitions to Use Data Efficientlyp. 540
- Make Better Pricing Decisions Using Price Waterfallp. 542
- Invoke Salesforce Pricing from Flows or Apex Codep. 543
- View Pricing Process Logs with Price Waterfall Persistence (Pilot)p. 542
- Set a Product’s Price on the Object Record Pagep. 541
- Manage Financial Decisions With Partner Communitiesp. 543
- New Invocable Actionsp. 546
- Configure Salesforce Pricing with Ease Using Guided Setupp. 544
- New Objects in Salesforce Pricingp. 544
- New Connect REST API Resourcesp. 545
- New Metadata Typesp. 546
- Configure Your Products More Easilyp. 547
- Invoke Salesforce Headless Pricing from Flows or Apex Codep. 543
- New Connect REST API Resourcep. 547
- Help Make Buying Decisions and Identify Additional Selling Opportunitiesp. 549
- Discover Suitable Productsp. 549
- Capture Quotes and Ordersp. 549
- Select Custom Qualification and Pricing Proceduresp. 549
- New Connect REST API Resources in Quote and Order Capturep. 551
- Increase Revenues With Partner Communitiesp. 550
- New Invocable Actions in Quote and Order Capturep. 553
- Configure Products To Accurately Price Quotes and Ordersp. 550
- New and Changed Objects in Salesforce Quote and Order Capturep. 550
- New Metadata Types in Quote and Order Capturep. 552
- See the Customer Assets That Need Your Attentionp. 555
- Visualize Customer Assets in Partner Communitiesp. 555
- Create a Contract from a Quote or Orderp. 556
- New Invocable Actions in Asset Lifecyclep. 557
- New Metadata Types in Asset Lifecyclep. 557
- Amend, Renew, or Cancel Assetsp. 556
- Ensure Valid States When Using Single Invoice Generation APIp. 558
- Automatically Create an Asset Contract Relation Using Asset Creation Flowsp. 556
- Ensure Users Can Access OrderToAsset and OrderItemToAsset Platform Eventsp. 559
- Generate Permissions for the Integration Userp. 558
- Enhanced Error Handling for Billing Schedulesp. 558
Service Cloud84
- Einstein Bots Release Notes Have Movedp. 710
- Close Cases More Efficiently with Work Summaries in Einstein Copilot (Beta)p. 712
- Use Work Summaries for Chat in More Languagesp. 711
- Enterprise Edition Support and New Name for Service Cloud Einstein Add-On Licensep. 710
- Use Work Summaries for Messaging Channels in More Languagesp. 711
- Grow Your Knowledge Base with Generative AI (Generally Available)p. 714
- Use Einstein Knowledge Creation in More Languagesp. 716
- Use Service Replies for Email in More Languages (Generally Available)p. 718
- See the Knowledge Article Einstein Used to Draft Grounded Service Repliesp. 719
- Get Service Insights and Build Bot Intents with Einstein Conversation Mining (Generally Available)p. 713
- Manage Your App Installation and Refreshes in One Placep. 720
- Monitor Knowledge Engagements Across Channels and Contextsp. 721
- Help Agents Gauge Customer Effortp. 721
- Help Agents Predict Customer Escalationsp. 722
- Apply Additional Service Assets in Data Cloudp. 723
- Use Service Replies for Chat in More Languagesp. 718
- Disable Ref ID and Transition to New Email Threading Behavior (Release Update)p. 724
- Transition to the Lightning Editor for Email Composers in Email-to-Case (Generally Available) (Release Update)p. 725
- Improvements to Email-to-Casep. 724
- Say Goodbye to Standard WhatsApp Channelsp. 728
- Close Out Enhanced Messaging Sessions Faster Using Einstein Work Summariesp. 728
- Accept Larger Files in Apple Messages for Businessp. 728
- Get Started with Enhanced Messaging for SMS (Generally Available)p. 727
- Message Customers in Right-to-Left Languagesp. 731
- Improvements to Messagingp. 731
- Keep Your Agents’ Identities Hiddenp. 730
- Extend Customization of the Enhanced Conversation Componentp. 730
- Provide Service and Marketing Together with Unified Messaging for WhatsAppp. 729
- Speed Through Messaging Sessions with the Omni-Channel Sidebarp. 733
- Provide Double Opt-In Support in Enhanced Messagingp. 732
- Auto-End Enhanced Messaging Sessions After No Responsep. 732
- Preview Your Messaging for Web Branding and Configurationsp. 733
- Populate Pre-Chat Form Fields by Using an APIp. 728
- Try Partner Messaging (Beta)p. 732
- Optimize Messaging for In-App and Web with a New Trailhead Badgep. 733
- Save a Transcript of Your Messaging for Web Conversationp. 734
- Customize Your Messaging Conversation Window Header with Lightning Web Componentsp. 734
- Set Voice Calls as Interruptible Work to Let Agents Handle the Most Important Tasksp. 739
- Wrap Up Call and Enhanced Messaging Sessions Faster with Einstein Work Summariesp. 735
- Set Up Agents Quickly with Auto-Created Quick Connectsp. 740
- Enable Single Sign-On with Your Own Identity Providerp. 737
- Recover Transcripts After Service Downtime and Errorsp. 740
- Choose a Device for Omni-Channel Notification Soundsp. 739
- Get Streamlined Support for Service Cloud Voice with Amazon Connectp. 738
- Take Advantage of Additional Einstein Conversation Insights Support for Amazon Connectp. 741
- Check More Critical Settings with the Voice Status Utilityp. 743
- Pass the Conversation Intelligence Rule Name as Input to a Flow (Release Update)p. 741
- Prepare for Google Chrome’s Phasing Out of Third-Party Cookiesp. 744
- Chat is No Longer Available to All Eligible Orgsp. 745
- Learn More About Individual-Object Linking from a Welcome Bannerp. 745
- Get the Latest Enhancements for Your Amazon Connect Contactp. 743
- Social Customer Service Starter Pack Is Being Retiredp. 744
- Unify Your Organizational Knowledge Across Sources in Salesforce (Beta)p. 748
- Report on Knowledge Engagements Across Channels and Contextsp. 749
- Other Improvements to Chatp. 745
- Turn On Lightning Article Editor and Article Personalization for Knowledge (Release Update)p. 746
- Boost the Effectiveness of Your Knowledge Articles with Additional Video Resourcesp. 749
- Improve the Experience of Your Site Usersp. 751
- Structure Your Help Site with Data Categories (Generally Available)p. 750
- View Data Subcategories with the Subcategories List Componentp. 751
- View Layered Data Subcategoriesp. 752
- Change the Look and Feel of Your Data Categoriesp. 750
- Create Your Fulfillment Automations Faster with an Improved Fulfillments Builderp. 753
- Enhance Catalog Fulfillments with Autolaunched and Orchestration Flowsp. 754
- Control Access to Catalog Items with Eligibility Rulesp. 755
- Learn How to Use Catalog Eligibility Rulesp. 756
- Enhance Your Service Catalog Management Experience with Item Searchp. 755
- Navigate Between Service Catalog Site Pages Effortlesslyp. 757
- Navigate Item Hierarchies Efficiently in Your Service Catalog Sitep. 756
- Track Your Catalog Request with the Status Fieldp. 757
- Get the Most out of Omni-Channel with the Sidebar Layoutp. 759
- Track Catalog Requests with Catalog Request IDsp. 758
- Select Multiple Queues You Want to Monitor on the Omni Supervisor Wallboardp. 761
- Protect Your Agents’ Identities with Agent Aliasesp. 762
- Use Enhanced Omni-Channel in Apps with Standard Navigationp. 762
- Get Omni-Channel Notification Sounds Through Your Speakersp. 764
- Swiftly Tailor Omni Supervisor to Your Supervisors’ Needs with Configurable Tabsp. 760
- Create Custom Tabs for Omni Supervisorp. 760
- Enhanced Omni-Channel Allows More Queued Work Itemsp. 763
- Improve Engagement with AI-Optimized Surveysp. 764
- Enhance Survey Reach and Accuracy with Generative AI Translationsp. 765
- Create Reports for Agent Work with Pre-Configured Report Typesp. 763
- Invocable Action to Initiate Natural Language Processing Servicesp. 767
- Get Easy Access to Natural Language Processing Insightsp. 767
Field Service33
- Get Started with Einstein Features for the Field Service Mobile Appp. 344
- Streamline Everyday Activities with Einstein Copilot on the Field Service Mobile Appp. 345
- Get Your Mobile Workers Up to Speed with Pre-Work Briefp. 345
- Configure Scheduled Jobs Easily with Enhanced Optimization APIsp. 348
- Limit Your Mobile Worker’s Cumulative Workload Throughout the Dayp. 349
- Get Additional Guidance When Transitioning to Enhanced Scheduling and Optimizationp. 347
- Fix Schedule Overlaps Easily with an Automated Scheduling Flow (Beta)p. 349
- Evaluate Service Appointment Candidates Efficiently by Prioritizing Skill Preferencesp. 350
- Update a Daily Work Capacity Limit to Meet Changing Needsp. 351
- Optimize Workforce Utilization by Comparing Workstream Consumptionp. 352
- Share Work Capacity Records by Territoryp. 352
- Get Notified When Automated Bundling Failsp. 352
- Experience Better Performance with Service Appointment List Filtering (Beta)p. 353
- Identify Configuration Issues More Efficiently with the Redesigned Health Check User Interfacep. 353
- Get More Scheduling Flexibility with Work Capacity Limit Relaxationp. 351
- View More Shifts on the Schedule with a Minimalist Designp. 354
- Control User Access with Operating Hours Sharingp. 353
- Create Richly Formatted Service Documents with Document Builder (Generally Available)p. 355
- Save Database Storage with Optimized Storage Space for Asset Attributesp. 356
- Build In Accurate Maintenance Lead Time with Asset Attributesp. 356
- Improve Your Data Security with Automated Visual Remote Assistant Image Deletionp. 357
- Accelerate Your Field Service Implementation with Data Cloudp. 356
- Migrate from Maintenance Plan Frequency Fields to Maintenance Work Rules (Release Update)p. 356
- Enhance Your Agent's Efficiency with Images in the Visual Remote Assistant's Visual Historyp. 357
- Facilitate Payment for Servicesp. 358
- Boost Productivity with a Customized Tab Bar and the Time Sheet Tabp. 359
- Simplify How to Interact with Data with Near Field Communicationp. 360
- Streamline Your Work by Extracting Textual Data from Imagesp. 360
- Plan for the Discontinuation of Mobile Extension Toolkit (Beta)p. 360
- Save Time and Improve Accuracy by Scanning Barcodes with Android Devicesp. 359
- Customize Your Lightning Web Components with Stylesp. 359
- Simplify Setup Tasks with Landing Pagesp. 361
- Switch the App Language to Support Hebrew (Beta)p. 360
Marketing Cloud12
- Kick-Start Campaign Creation with Preset Optionsp. 503
- Build Audiences and Track Success with Unified Datap. 505
- Generate Campaigns and Segments with Einstein AIp. 506
- Other Features in Marketing Cloud Growthp. 507
- Import Account Engagement Email Data into Data Cloudp. 509
- Market Responsibly with Consent Management Toolsp. 505
- Generate Content with Einstein in Account Engagementp. 509
- Marketing Cloud Engagementp. 508
- Use the Latest Email Editing Experience for Account Engagementp. 509
- Create Content in a Consistent Editing Experiencep. 507
- The Twitter Connector Has Been Retiredp. 510
- Account Engagement API: New and Changed Itemsp. 510
Commerce Cloud49
- Improve Store Performance with Goals and Recommendationsp. 145
- Create Smart Promotions with Einsteinp. 146
- Optimize Your Customers’ Shopping Experience with the Commerce Concierge Botp. 146
- Create SEO Metadata for Products from Goals and Recommendationsp. 147
- Boost SEO with Einstein for Page Meta Tagsp. 148
- Use Store Setup Tasks to Start Selling Fastp. 149
- Easily Set Up Guest Accessp. 150
- Assign a CMS Public Channel to a Storep. 151
- Collect Tax Globally with Salesforce Tax (Pilot)p. 152
- Decrease Return Rates with Einstein Return Insightsp. 148
- Bring Products to Customers with AI-Powered Search (Generally Available)p. 148
- Let Guests Log In Without Emptying Their Cartsp. 153
- Promote Larger Purchasesp. 154
- Split an Order to Ship to Multiple Locationsp. 153
- Specify Locale Settings During Store Creationp. 151
- Fulfill an Order from Multiple Locationsp. 154
- Customize Promotions with Conditional Rulesp. 155
- Cart Calculate API Enabled for New Webstoresp. 156
- Display Purchased Products on the Reorder Portal Home Pagep. 158
- Search Stores with Automatic SKU Detection (Pilot)p. 157
- Invite Contacts to a Reorder Portal with a Quick Cadencep. 158
- Customize Emails in a Reorder Portal Invitation Cadencep. 158
- Improve Search Results with Product Image Structured Datap. 157
- Create Multiple Variations of a Component to Target Customersp. 159
- Add Express Checkout to Your Cart and Checkout Pagesp. 159
- Welcome Business Accounts to D2C Commercep. 162
- Set Up Self-Registration for B2B Storesp. 163
- Set Coupon Redemption Limitsp. 154
- Reduce Shipping Costs and Integration Times with Native Shippingp. 165
- Easily Select an Inventory Service for Your Commerce Storep. 164
- Offer and Manage Subscriptions in Your B2B and D2C Store (Beta)p. 163
- Update Product Categories in Bulk with a Category Importp. 166
- Let Customers Know When There Are No Search Resultsp. 161
- Analyze Commerce Metrics with the Business Overview Dashboardp. 166
- View If Shipping Is Disabled for a Productp. 168
- Improve Page Performance with Displayable Product Fields (Beta)p. 167
- Place Orders on Behalf Of Guest Shoppersp. 169
- Automatically Style a Store to Match Your Brandp. 167
- Simplify Order Creation with the High Scale Order Integrationp. 170
- Expand Pay Now Checkout with Subscriptions and Tax and Shipping Optionsp. 172
- Sell Subscriptions Through Pay Nowp. 173
- Order Management Flow Type Field Has a New Namep. 171
- Provide Exchanges for Fulfilled Itemsp. 170
- Provide More Product Information with the Order Management Product Selector Componentp. 171
- Make Pay Now Transactions Easier with Express Payments (Generally Available)p. 176
- Register and Log In Customers with One-Click Checkoutp. 175
- Accept Pay Now Payments Using a QR Codep. 178
- Extend How Customers Manage Payment Methods from My Accountp. 177
- Automate Payment Link Creation Using Flow Builderp. 174
Industries263
- Monitor Automotive Loans and Leasesp. 368
- New and Enhanced Common Features for Industriesp. 366
- Visualize Relationships of Your Captive Finance Customersp. 369
- Help Your Captive Finance Customers with Loan and Lease Service Requestsp. 369
- Share Captive Finance Information with Customers and Dealersp. 369
- Automatically Populate Key Fields for Opportunity Products and Preferred Sellersp. 370
- Easily Customize the Automotive Lease and Loan Consoles Using OmniStudiop. 370
- Improve Security of Your Financial Account Data with Shield Platform Encryptionp. 370
- Fleet Management Enhancementsp. 370
- New and Updated Objects and Fields in Automotive Cloudp. 371
- Replace Deprecated Fields on Vehicle and Vehicle Definition with New Fieldsp. 371
- Extend UI and Business Logic for Advanced Ordersp. 374
- Accessibility of Operating Hours for All Usersp. 375
- Optimize Store Performance in Promotions by Using Analytics Insightsp. 375
- Provide Enhanced Accessibilityp. 375
- New and Changed Objects in Retail Executionp. 375
- Get Started Quickly with Consumer Goods Cloud Offline Mobile Appp. 374
- Use the Enhanced Visual Studio Code Based Modeler CLI Commandsp. 377
- Customize the Trade Calendar, P&L, and Promotionsp. 379
- Retain Consumer Goods Processing Services Data When You Clone or Refresh a Sandboxp. 378
- Share Data From Your Account Plan and Customer Business Plan with Stakeholdersp. 379
- Simplify User Access Checks to TPO Prediction Modelsp. 379
- Get More Control Over Business Years and Time Periodsp. 378
- Adjust KPIs in Your Customer Business Plan More Intuitivelyp. 379
- Get Sales Baseline Prediction Data with MuleSoft Directp. 380
- Improved Trade Promotion Management Documentationp. 380
- Integrate Additional Business Components from ERP Systems with MuleSoft Acceleratorp. 381
- Automate the Transfer of TPM Promotions to Retail Promotionsp. 380
- View Financial Plan and Goalsp. 383
- View and Distribute Funds to Financial Goalsp. 384
- Update the Financial Account on a Goalp. 383
- Identify the Financial Account Funding a Goalp. 384
- Control Who Can Access Residential Loan Application Recordsp. 386
- Residential Loan Application Sharing Setting Updatedp. 387
- Calculate Customer Insights using Data Cloudp. 385
- View Visualized Insights for Client Cash Flow by Categoryp. 385
- Gain More Visibility for Your Events Organized by Users External to Salesforcep. 387
- Show More Data About Transactions in the Dispute Intake OmniScriptp. 389
- Provide Timely Action For Disputed Transactions with Merchant Alertsp. 389
- Create a Sharing Set for Mortgage Objectsp. 387
- Streamline Creation of Interaction Participantsp. 388
- Resolve Transaction Disputes with Integrated Business Rulesp. 389
- View Visualized Insights for Client Cash Flow Summaryp. 385
- Streamline Dispute-Related Communications with Prebuilt Email Prompt Templatesp. 390
- Help Your Customers Raise Transaction Disputes Easilyp. 390
- Streamline Wealth Management Services with Prebuilt Service Processesp. 391
- New and Changed Financial Services Cloud Object Fieldsp. 392
- New Connect APIsp. 393
- Streamline Integration Callouts with Integration Orchestration (Pilot)p. 391
- Override Lead Times Based on Site-to-Site Relationshipsp. 398
- Mulesoft Wealth Management REST APIsp. 394
- New Apex Classesp. 392
- Maintain a Hierarchy of Site Overrides by Locationp. 398
- Schedule Transportation Logistics in a Work Procedurep. 399
- Record Chain of Custody Events with Electronic Signaturesp. 397
- Override Work Type Step Lead Times by Country and by Sitep. 398
- Show or Hide Appointments in a Work Procedure by User Profilep. 399
- Track Patient Progress Using Assessment Historyp. 401
- Track Changes in Assessment Question Scoresp. 401
- Improve Patient Experiences with Prefilled Assessmentsp. 402
- Evaluate Assessment Scoresp. 400
- Give Patients a Complete View of Their Assessmentsp. 402
- View and Manage All Patient Assessments in One Placep. 401
- Open Completed Assessments in View Modep. 402
- Reduce No-Shows By Broadcasting Available Home Visitsp. 405
- Show Pending Signaturesp. 404
- Promote Optimal Patient Health Outcomes With Dependent Home Visitsp. 406
- Save Assessments as Drafts to Complete Laterp. 403
- Bundle Home Visits to Simplify Schedulingp. 406
- Streamline Patient Care With Effective Medication Administrationp. 406
- Confirm Key Record Updates or Workflow Steps with Electronic Signaturesp. 403
- Create Care Plans Using Care Plan Templatesp. 408
- Easily Reschedule a Series of Recurring Home Visitsp. 407
- Update Care Plans Using Additional Assessmentsp. 409
- Cancel Home Visits in Bulkp. 407
- Optimize Operations with the Updated Guided Setup for Home Healthp. 407
- Manage Care Plans on Case and Clinical Service Request Record Pagesp. 409
- MuleSoft Direct Integrations with Health Cloudp. 410
- Associate An Existing Case and Clinical Service Request to a New Care Planp. 409
- RxNorm Interaction API is Deprecatedp. 411
- Manage Provider Contracts with Provider Network Managementp. 412
- New Salesforce Healthcare APIsp. 409
- Easily Set Up a Custom Flow for Medication Therapy Reviewp. 411
- Add More Custom Fields to Run Provider Searchesp. 413
- Coordinate Care for Referred Patientsp. 414
- Focus on Key Referral Metrics to Improve Efficiencyp. 414
- Enrich the Provider Search Experiencep. 413
- Accept Referrals from Guest Usersp. 414
- Manage Your Patient Referrals Better Using Referral Analyticsp. 415
- Health Cloud Has New and Changed Objectsp. 416
- Create Custom Report Types for More Objectsp. 417
- New and Changed Invocable Actions in Health Cloudp. 417
- Update Sharing Settings for the Operating Hours Objectp. 419
- Offer Members Real-Time Discounts on Their Purchasesp. 421
- New Connect REST API Resources in Health Cloudp. 418
- Pick from a Diverse Set of Options to Define a Promotion’s Eligibility Criteriap. 422
- Get a Jump-Start on Adding Promotion Rules with Promotion Templatesp. 422
- Put a Cap on the Brand’s Promotion Spendp. 423
- Analyze Promotion Impact with Global Promotions Management Analyticsp. 425
- Notify Members About Promotions Through Personalized Emailsp. 424
- Offer Wide-Ranging Rewards to Membersp. 423
- Manage All Aspects of Your Promotions from a Single Appp. 425
- Make Your Loyalty Program Engaging and Fun with Gamesp. 426
- Increase Your Efficiency with a Simplified Loyalty Program Pagep. 426
- Do More with the Refreshed Quick Promotion Guided Flowp. 426
- Optimize Your Liability Forecast with Multivariate Forecastingp. 427
- Reward Members for Scanning Receiptsp. 427
- Improve Dining Experience With Loyalty Management Restaurant POSp. 427
- New and Changed Objects in Loyalty Managementp. 428
- New Connect REST API Resources in Loyalty Managementp. 429
- New Metadata Types in Loyalty Managementp. 429
- Build a Product Portfolio That Best Reflects Your Company’s Offeringsp. 432
- Manage Sales Agreement Data Easily and Swiftlyp. 432
- Get Visibility Into the Entire Lifecycle of Your Inventoryp. 433
- Gamification Mobile SDKp. 430
- Quickly Import Production Forecasts from CSV Filesp. 434
- Design Your Own Search Experience to Manage Your Inventoryp. 433
- Author Disclosure Reports in Microsoft 365 Wordp. 436
- Categorize Emissions for Ground Travel Energy Use into Individual Greenhouse Gasesp. 436
- Keep Better Track of Market-Based and Location-Based Electricity Emission Factors for Stationary Assetsp. 437
- New Invocable Action in Net Zero Cloudp. 440
- New and Changed Objects for Net Zero Cloudp. 439
- Other Improvements to Inventory Automationp. 437
- New Net Zero Cloud Metadata Typep. 440
- Make Setup Pages Accessible to Net Zero Cloud Adminsp. 437
- Other Improvements to Emissions Factors Managementp. 438
- Track Program Effectiveness by Using Analytics Dashboardsp. 441
- Access the Enhanced Climate Action and Audit Dashboards Quicklyp. 441
- Efficiently Manage Service Requestsp. 444
- Easily Add Participants to a Case Proceedingp. 444
- Accelerate Complaint Intake for Judicial and Investigative Casesp. 443
- Use Filters to Aggregate a Subset of Recordsp. 445
- Easily Refer Constituents to Providers by Using a Guided Flowp. 445
- Get Insights into Caseworker Productivity and Community Impactp. 444
- Ensure Accurate Eligibility Determinations When Circumstances Changep. 444
- Administer Social Insurance Benefits to Constituentsp. 445
- Create Business Authorization Applications with Out-of-the-Box Componentsp. 446
- Set Up the Add Complaint Participants and Add Allegations Flows with Out-of-the-Box Componentsp. 446
- Assign Public Sector Solutions Permissions to the Salesforce Integration Userp. 447
- Easily Configure More Case Management Features by Using the Updated Guided Setup Assistantp. 446
- Control Provider Access to Benefit Assignment Records on Experience Cloud Sitesp. 447
- New and Changed Tooling API Objects in Public Sector Solutionsp. 448
- Apex: New and Changed Itemsp. 448
- New and Enhanced Common Features in Industriesp. 449
- Efficiently Import Incentive Claims and Transaction Data from CSV Filesp. 450
- Design Special Pricing Terms with More Precisionp. 449
- New and Changed Objects in Public Sector Solutionsp. 447
- Changed Fields in Rebate Management and Ship and Debit Process Managementp. 450
- New and Changed Metadata Types in Public Sector Solutionsp. 448
- Project Accurate Accruals with Precise Accrual Ratesp. 450
- Bring Referral Promotions of the Company’s Various Brands Under One Roofp. 451
- Bake Referral Processes into the Brand’s Existing Business Processesp. 452
- Grow a Referral Program Base by Identifying Members Who Are Likely to Referp. 453
- Changed Objects in Referral Marketingp. 454
- New Invocable Actions in Referral Marketingp. 454
- New Referral Marketing Metadata Typesp. 454
- Support Learners with Mentoring Programsp. 458
- Create Mentoring Records Using Education Public APIp. 458
- Customize the Application Experience For Your Usersp. 458
- Create an Applicant Portal for Parents, Guardians, and Agentsp. 459
- Create Mentoring Program Enrollment Portalsp. 458
- Use the Education Portal Template to Create Customized Sites for a Variety of Learnersp. 459
- Use Education Cloud to Support Mentoringp. 457
- Leverage AI to Discover Skills for Courses and Programs (Pilot)p. 459
- Create Action Plans by Using Action Plan Templates in Action Centerp. 460
- View Learning Program Plan Details in Program Plan Summaryp. 461
- Manage Action Plans on the Case Record Pagep. 460
- Modify Your Learning Offerings in the Learning Wizardp. 460
- Use Fundraising Updates for Advancementp. 461
- Enhance Institutional Efficiency by Using Analytics Insightsp. 461
- Support Programs and Benefits Using Outcome Managementp. 462
- Update OmniStudio Designer Settingsp. 462
- Create and Manage Mandated Reports Using Disclosure and Compliance Hubp. 461
- New Connect REST API Resource in Education Cloudp. 463
- Migrate Managed Packages to Education Cloudp. 462
- New and Changed Objects in Education Cloudp. 463
- Split Gift Transaction Amount Attribution Across Multiple Campaignsp. 466
- Create Outreach Source Code URLsp. 466
- Do More With Program and Case Management in Experience Cloudp. 467
- Import Data with CSV Data Management for Industriesp. 467
- Track Payment Datap. 467
- Quickly Build an Integration with Fundraisingp. 466
- New and Updated Connect APIsp. 468
- New and Changed Objects in Nonprofit Cloudp. 467
- Find and Fix Potential Duplicates in Nonprofit Success Pack (Managed Package)p. 469
- Elevate Retirementp. 470
- Security Enhancements for Volunteers for Salesforce (Managed Package)p. 469
- foundationConnect Retirementp. 470
- Enhance AI Capabilities for Sagemaker Integrationp. 472
- Build More Flexible and Extensive Filters with Multi-Select Picklistsp. 475
- Accelerate Action Launcher Configuration with Out-of-the-Box Deploymentsp. 474
- Streamline Customer Service by Quickly Launching Button- and Link-based Actionsp. 473
- New and Changed Objectsp. 476
- Personalize Action Launcherp. 474
- Reuse Filter Criteria with Filter Templatesp. 475
- Create Actionable List Definitions Faster with Predefined Data Processing Engine Definitionsp. 475
- Streamline the List Creator Workflow with Contextual Bulk Actionsp. 477
- Get a Quick View of an Actionable List Member’s Detailsp. 476
- Changed Object in Bulk Action Panelp. 477
- Batch Management Big Objects Supportp. 477
- Use a Template to Invoke Expression Sets from a Flowp. 478
- Add Business Elements to a List Groupp. 479
- Narrow Down Search Results for Explainability Set Message Templatesp. 481
- Include Null Values in Lookups to Streamline Resultsp. 480
- Create Precise Rules with Null Operators and Functionsp. 479
- Simplify Decision Table Lookups with Enhanced Field Groupingp. 480
- Explain Why a Decision Matrix Has No Resultp. 481
- Show Users Decision Explanations for Steps That Use List Variablesp. 481
- Permission Set Changes to Enable List Variable Usage in Expression Setsp. 482
- Show Users Explanations for Business Element Resultsp. 482
- Work with Expression Sets Efficiently with the Enhanced Expression Set Builderp. 482
- Changed Business Rules Engine Tooling API Objectsp. 482
- Changed Business Rules Engine Objectp. 482
- Extend and Seamlessly Enhance Standard Definitionsp. 484
- Easily Sync an Extended Custom Definitionp. 485
- Other Context Service Enhancementsp. 485
- Display Search Results as Cardsp. 486
- Filter Search Results by Fields with Multiple Valuesp. 487
- Use More Search Result Filtersp. 487
- Changed Objects in Criteria-Based Search and Filterp. 487
- Prepare and Upload CSV Filep. 488
- View Import Logsp. 488
- Preview and Validate CSV File Datap. 488
- Select Salesforce Object and Map Columnsp. 488
- Write Back Results to Data Lake Objectsp. 490
- Choose Data Cloud Objects for Data Sourcesp. 489
- Upload CSV File Data to Salesforce with Data Processing Enginep. 490
- Use Data Spaces in Data Processing Engine Definitionsp. 490
- Troubleshoot Quickly with Restore Previous Saved Field Selectionp. 490
- Choose Which Assessment Questions to Prefillp. 491
- Automate Business Processes with the Get Record Details Actionp. 492
- Save Assessments as Drafts to Complete Later in Health Cloudp. 492
- Create Private Funding Opportunities in Experience Cloudp. 494
- Add Collaborators to a Grantmaking Portalp. 493
- Changed Objects in Discovery Frameworkp. 492
- Streamline Data Extraction by Using Intelligent Form Readerp. 495
- Streamline Data Extraction by Using Intelligent Document Readerp. 495
- See the Difference Between the Planned Budget and What Was Spentp. 493
- New and Changed Objects for Grantmakingp. 494
- Provide Customized Insights on Actionable Listsp. 496
- Changed Invocable Actionsp. 495
- Optimize Business Performance by Using Custom Key Performance Indicatorsp. 496
- Experience Streamlined Navigation in KPI Barp. 497
- View Key Information Quicklyp. 498
- New Objects in KPI Barp. 497
- Stay Informed on Actionable List Limit with Email Notificationp. 498
- New and Changed Objects for Outcome Managementp. 499
- Connect Case Management Care Plans to Outcome Managementp. 499
- Access Data Segments Securely and Easilyp. 497
- New Objects in Scheduled Remindersp. 501
- Drive Engagement with Scheduled Remindersp. 500
- Use Outcome Management with Experience Cloudp. 499
- Automatically Calculate and Create Indicator Resultsp. 499
- New Connect REST API Resource in Scheduled Remindersp. 501
- New Object in Timelinep. 502
- Securely Show Engagement Events on Timelinep. 502
- Automatic Upgrades for Managed Packagesp. 520
- Migrate All Versions of OmniStudio Componentsp. 521
- Improve Workflows with Usage Datap. 520
- Display FlexCards with More Optionsp. 520
- Send Documents on Behalf of Othersp. 522
- Use OmniOut on Mobile Devicesp. 522
- Save Time Activating Components After You Change Runtimesp. 522
Experience Cloud25
- Improve SEO with Custom URLs for Custom Objects (Beta)p. 332
- Track Site Updates in the New Change History Panel in Experience Builderp. 331
- Translate Your LWR Site into Even More Languagesp. 332
- Integrate with Data Cloud to Harness Site Data (Beta)p. 332
- Configure Search Results Layouts with Search Manager (Beta)p. 333
- Experience an Improved Sitemap Generation and Refresh Schedulep. 334
- Give Your LWR Site Visitors a Better Experience on Tablets with Updated Spacing Defaultsp. 334
- Use the New Tab Layout Component for Smoother Performance on Your Aura Sitep. 336
- Dynamically Redirect Users to Sites Hosted on External Domainsp. 339
- Create Component Variations in Enhanced LWR Sites (Generally Available)p. 336
- Boost LWR Site Performance and Scalability with Experience Delivery (Pilot)p. 339
- Supercharge Productivity for Sales Partners from Experience Cloud Sitesp. 338
- Refine Your LWR Site Layout with Improved Spacing Controls in Experience Builderp. 337
- Work More Intuitively in Experience Builder with Updates to the User Interfacep. 335
- Mobile for Experience Cloudp. 341
- Try a Modernized Record Experience in Aura Sites in Your Sandbox Environmentp. 339
- Update References to Your Force.com Site URLsp. 340
- Update Your Mobile Publisher for Experience Cloud App’s Information for Android Push Notificationsp. 341
- Built-In Salesforce-Managed App for the Twitter Authentication Provider Is Being Retiredp. 342
- Configure Biometric ID Checks for Your Mobile Publisher for Experience Cloud Appp. 341
- Record Access Is Secure by Default after Enabling Digital Experiencesp. 343
- Identity and Access Management Enhancements for Experience Cloudp. 342
- Schedule Content to Publish and Unpublish in Enhanced CMS Workspacesp. 642
- Work Smarter with Upgrades to CMS Workflowsp. 643
- Preview Content in Enhanced CMS Workspacesp. 643
Mobile16
- Streamline Everyday Activities with Einstein Copilot on the Salesforce Mobile Appp. 512
- Generate Content on Record Pages with the Salesforce Mobile Appp. 512
- Save Dashboard Views on Your Mobile Devicesp. 514
- Uncover Answers to Business Questions with Data Cloud Reportsp. 514
- Easily Configure Offline Landing Pages with Mobile Builder (beta)p. 514
- Offline App Onboarding Wizard v2 Enhancementsp. 514
- Salesforce Mobile App Requirements Have Changedp. 512
- Defined Global Actions Now Primed for Offline Usep. 515
- Offline App Developer Starter Kit Enhancementsp. 515
- Add Biometric ID Checks for Mobile Publisher for Experience Cloud App Featuresp. 517
- Better Error Handling When Quick Actions Haven’t Been Deployedp. 516
- Avoid Disrupting Your Mobile Publisher Android App’s Push Notificationsp. 517
- View All Rules and Filters on a Briefcasep. 518
- Set the Default Method for How Your Mobile Publisher for Experience Cloud App Opens URLs (Beta)p. 518
- Use Dynamic Actions on Standard Objects on Mobilep. 516
- Update Your Android Mobile Connected App’s Information for Push Notificationsp. 519
Analytics30
- Save Dashboard Views on Your iOS Devicesp. 120
- Control Your Report and Dashboard Sharing from the Analytics Tabp. 118
- Streamline Management of Your Dashboards With Bulk Selectionp. 119
- Save Dashboard Views on Your Android Devicesp. 121
- Transfer Lightning Dashboard Ownership (Generally Available)p. 123
- Supercharge Your Visualizations with Images, Rich Text, and Dashboard Widgets in All Salesforce Editionsp. 124
- Focus Your View with More Dashboard Filters in All Salesforce Editionsp. 125
- Easily Update Fields in Lightning Report Filtersp. 125
- Rearrange Multiple Lightning Report Columns at Oncep. 126
- Filter Report Types by Objects or Fields in Enterprise and Performance Editionsp. 127
- Tailor Reports on Data Model Objects with Custom Report Typesp. 129
- Analyze Calculated Insights in Data Cloud Reportsp. 128
- Discover Trends over Time Using Standard Fiscal Calendar Optionsp. 130
- Perform Calculations Using Functions and Formulasp. 132
- Easily Categorize Data Cloud Records with Bucket Columnsp. 131
- Download Metadata from Lenses and Widgetsp. 134
- Embed CRM Analytics Dashboards in LWR Sites (Beta)p. 135
- Get Improved Dashboard Performance with Better Cachingp. 134
- Get More Functionality with the New Dashboard Lightning Web Component (Beta)p. 136
- Create More Efficient Queries with Semi-Joins and Anti-Joins (Generally Available)p. 136
- Access Report and Dashboard Subscriptions with Slack Slash Commandsp. 127
- Append Data Faster with Incremental Uploads (Generally Available)p. 140
- Data Integrationp. 137
- Control Your Data Prep Concurrency Allocationp. 138
- Embed Tableau Pulse Data in Lightning Pagesp. 142
- Intelligent Analytics Appsp. 141
- Tableau Release Notesp. 142
- Marketing Cloud Intelligencep. 143
- Audit Details of Running and Canceled Data Prep Jobsp. 110
- Trigger Recipes to Run When an External Connection Syncs or a CSV Uploadsp. 111
Data Cloud / Data 36056
- Build Your Own Predictive AI Modelsp. 204
- Unlock the Power of AI with Einstein Studiop. 205
- Drive Hyper-Personalization Using Databricks Modelsp. 206
- Power Generative AI Using Third-Party LLMsp. 206
- Enrich Your Batch Data Transforms Using AI Modelsp. 207
- Query Data Graphs for Metadata and Data Using the Data Graphs APIsp. 209
- Retrieve Your Customer 360 Data in Near Real Time with Data Graphsp. 209
- Experience a Streamlined Enablement for Data Cloudp. 209
- Get Predictions from Your AI Modelsp. 207
- Create Google Cloud Storage Data Streams More Easily with the New Connectorp. 209
- Create SQL Queries with Query Editorp. 210
- Include More Complex Data in Batch Data Transformsp. 211
- Share Data in Near Real Time Between Data Cloud and Google BigQueryp. 210
- Expand Date Ranges in Batch Data Transformsp. 211
- Extend Data Cloud Objects to Snowflake Accounts Across AWS Regions and Public Cloudsp. 210
- Add Ingestion API Data Streams to a Data Kitp. 212
- Build Engaging Messaging Experiences Using WhatsApp Data in Data Cloudp. 211
- Add Streaming and Batch Data Transforms to a Data Kitp. 211
- Build Data Cloud Apps Using Second-Generation Managed Packagingp. 212
- Add New Connectors to Ingest Data Into Data Cloud (Beta)p. 213
- Create a Data Kit with More Connection Optionsp. 212
- Bring PostgreSQL Database Data into Data Cloud with the Heroku PostgreSQL Connectorp. 213
- Ingest Data from Kinesis Data Streams into Data Cloud with the Amazon Kinesis Connector (Generally Available)p. 213
- Send Segments Created in Tableau Cloud to Data Cloudp. 215
- Analyze Customer Segment Data with Amazon Insightsp. 217
- Fine-Tune Your Segment with New Boolean Expressionsp. 216
- Create S3 Data Streams More Easily with the New Amazon S3 Connectorp. 214
- Do More with New Data Types in Data Cloudp. 214
- Get insights on Segment Performance with Segment Intelligencep. 216
- Activate Audiences to Google DV360p. 217
- Package Web and Mobile Data Streams in a Data Kitp. 214
- Consume Native Salesforce Data Cloud Objects in Tableau Catalogp. 215
- Reach the Right Audiences with Einstein Segment Creationp. 215
- Activate Audiences to LinkedInp. 217
- Activate Audiences to SnapChatp. 217
- Activate Segments Within Data Cloud Through the Audience DMOp. 218
- Manage B2C Communications Using Capping Control (Pilot)p. 218
- Refresh Segments Incrementally for Ecosystem Partnersp. 217
- Expand Your Reach Using the WhatsApp Channelp. 218
- Connect a Data Space to an Activation Targetp. 219
- Apply Filters to Contact Points and the Activation Membership (Pilot)p. 219
- Match on OTT Contact Points in Identity Resolutionp. 220
- Create Segments with Unified Data Model Objects and Activate on Non-Unified Data Model Objectsp. 219
- Create an Activation Target for B2C Commerce and Marketing Cloud Personalizationp. 219
- Improve Identity Resolution Match Rules with Fuzzy Matchingp. 220
- Speed Identity Resolution with More Frequent Ruleset Processingp. 220
- Add New Object Permissions to Custom Permission Sets in Data Cloudp. 220
- Expanded Data Cloud Availabilityp. 221
- Control Your Data Model By Changing DMO Categoryp. 221
- Know the Statistics of a Data Lake Object with the New Refresh History Tabp. 221
- Quickly Find Data Cloud Connect API Reference Informationp. 221
- Refine Access with Data Spaces Feature Permissionsp. 222
- Use a Key Qualifier for Copy Field Enrichmentsp. 223
- Build Strong Data Foundations with BYOL Data Federationp. 222
- View Sync History for Copy Field Enrichmentsp. 223
- Create Related List Enrichments More Easilyp. 223
Einstein & Agentforce19
- Teach Your Bot New Languages More Easily with the Cross-Lingual Intent Model (Generally Available)p. 315
- Save Agents’ Time with New Messaging Components for Enhanced Bots (Beta)p. 315
- Send a Dynamic File with an Enhanced Botp. 316
- Run Flows in Bot User Context (Release Update)p. 318
- Improve Customers’ Shopping Experience with the Commerce Concierge Bot Templatep. 318
- Meet Your Team’s Trusted AI Assistantp. 320
- Extend Your Copilot with Custom Actionsp. 322
- Customize, Test, and Troubleshoot Your Copilot All In One Placep. 323
- Launch Your Copilot Quickly with Standard Actionsp. 321
- Gauge Einstein Copilot Adoption and Usability with Analyticsp. 324
- View Standard Bot Reports in the Spring ’24 Folderp. 319
- Translate Dialogs Easily to Different Languages (Beta)p. 317
- Welcome Users to Copilot with Recommended Contextual Actionsp. 325
- See a Warning if Copilot Generates Response with Toxic Languagep. 325
- Einstein Studio in Data Cloudp. 325
- Protect Sensitive Data with Data Maskingp. 326
- Simplify Daily Tasks with Prompt Builder (Generally Available)p. 327
- Select What Data to Maskp. 326
- Track Einstein Trust Layer Functionality with Audit Trailp. 326
Platform153
- Add Fields from Related Objects to Dynamic Forms-Enabled Pagesp. 181
- Use Dynamic Forms on Pinned Region Pagesp. 184
- See a Field’s Object Relationship and API Name in Dynamic Formsp. 184
- Dynamic Forms on Mobile Is Enabled by Default in New Orgsp. 183
- Use Dynamic Actions with Standard Objects on Mobilep. 183
- Translate the Related List Label in the Dynamic Related List - Single Componentp. 183
- Preview Mobile Actions on Record Pages Before Activatingp. 185
- Salesforce Connect Adapter for Amazon Athena Is Now Salesforce Connect Adapter for SQLp. 186
- Create a Custom Omni Supervisor Pagep. 185
- Set Field Visibility by Device in Dynamic Formsp. 182
- Use Permission Set Groups in All Editionsp. 188
- Enable Faster Account Sharing Recalculation by Not Storing Opportunity Implicit Child Shares (Release Update)p. 187
- Connect Securely to Snowflake and Perform Interactive Queries from Salesforcep. 186
- Update Organization-Wide Defaults Fasterp. 187
- Get Notified Before Deleting Permission Sets Assigned to Usersp. 188
- Reference Picklists, Groups, and Queues in User Access Policies (Beta)p. 188
- Present Your Custom Functionality in English (Italy) and Three Mayan Platform-Only Languagesp. 190
- Changed CustomObjectTranslation and ValueSetTranslations Behaviorp. 190
- Evaluate the Impact of the Latest ICU Locale Updatesp. 190
- Enable ICU Locale Formats (Release Update)p. 189
- Review Updated Label Translationsp. 191
- Handle Callbacks Asynchronously in Apexp. 196
- Get a Natural-Language Explanation of Your Formulasp. 195
- Confirmation Message When You Select the Multi-Select Picklist Field Typep. 191
- Remove Updates to Most Recently Used Items to Improve API Performancep. 197
- Enforce View Roles and Role Hierarchy Permission When Editing Public List View Visibility (Release Update)p. 196
- Explore AppExchange Solutions Based on Your Interestsp. 192
- Large Images No Longer Run Off the Page in Record Printable Viewp. 198
- Get Improved Accessibility in List Viewsp. 198
- See Required Fields at a Glance on Dynamic Forms-Enabled Page Viewsp. 197
- Navigate AppExchange More Efficientlyp. 194
- Empty Comment Nodes Replace Empty Text Nodesp. 228
- Salesforce Ant Migration Tool End of Lifep. 224
- Get the Latest LWC Changes with LWC API Version 60.0p. 227
- Light DOM Renders Additional Whitespace Charactersp. 228
- Object Rest and Spread Transpilation Is Removedp. 230
- Decorators Throw a Syntax Error in Non-LightningElement classesp. 229
- Control Workspace Tabs and Subtabs (Generally Available)p. 230
- Render Components in Native Shadow with Mixed Shadow Mode (Beta)p. 232
- Migrate LWC Projects from LWC.studio to StackBlitzp. 233
- Search for Records with the Lightning Record Picker Component (Generally Available)p. 231
- ARIA Property Reflection Available For More Attributesp. 233
- API Distortion Changes in Lightning Web Securityp. 234
- LWS Automatically Uses Closed Shadow Root Modep. 235
- Monitor Component Events with Custom Component Instrumentation API (Generally Available)p. 235
- Be Aware of Base Lightning Component Internal DOM Structure Changes for Future Native Shadow Supportp. 237
- Improved Accessibility of Base Lightning Componentsp. 238
- Interact with NFC Tags on a Mobile Devicep. 240
- Scan Documents on a Mobile Devicep. 240
- New Features for the LWC Offline Test Harnessp. 240
- Return to the Record Page with Record Create on Custom Quick Actionsp. 238
- Use the Null Coalescing Operatorp. 243
- Get Support for Randomly Generated UUID v4p. 245
- Enable JsonAccess Annotation Validation for the Visualforce JavaScript Remoting API (Release Update)p. 242
- Make Callouts After Rolling Back DML and Releasing Savepointsp. 246
- Enforce RFC 7230 Validation for Apex RestResponse Headers (Release Update)p. 249
- See Improved Logging When FOR UPDATE Locks Are Releasedp. 250
- Compress and Extract Zip Files in Apex (Developer Preview)p. 247
- Changed Behavior with Type.forName Methodp. 250
- Evaluate Dynamic Formulas in Apex (Developer Preview)p. 248
- Improved Validation and Limit Accounting with DML on External Objectsp. 250
- New Default Quiddity Enum Valuep. 250
- Secure API Access with the New Least-Privilege User Profilep. 251
- Control API Access to XML Deserialization of Apex Classesp. 252
- Provide Data to Einstein with Invocable Actionsp. 250
- Salesforce Platform API Versions 21.0 Through 30.0 Retirement (Release Update)p. 252
- Deploy and Retrieve More Metadata via REST and SOAP Metadata APIp. 253
- Control Which Profile Settings Are Packagedp. 254
- Bulk API 2.0p. 253
- Remove Custom Metadata Type Records from a Second-Generation Managed Packagep. 254
- Log In to All Your Sandboxes from Setupp. 256
- View Orgs Eligible for a Push Upgradep. 255
- Capture a Scratch Org’s Configuration with Scratch Org Snapshots (Beta)p. 256
- Select Who Has Access To a Sandboxp. 255
- Replace Workbench With Salesforce Developer Toolsp. 258
- Develop Platform Apps with Easep. 257
- Deploy Scalable Apps with Scale Centerp. 258
- Plan and Test with Scale Testp. 258
- Salesforce Functions Is Being Retiredp. 259
- Log Custom Interactions in AppExchange App Analyticsp. 260
- Get More Insights About Your Customer’s Discovery Journey in the Updated AppExchange Marketplace Analytics Dashboardp. 261
- The Cloud Security Website Is Being Retiredp. 261
- Find Uncaught Exceptions of Platform Event Triggers in Event Log Filesp. 265
- Associate AppExchange Leads with Marketing Campaigns, Promotions, and Other Traffic Sourcesp. 262
- Streaming API Versions 23.0 Through 36.0 Are Being Retiredp. 265
- Receive Change Event Notifications for More Objectsp. 263
- Manage Your Event Subscriptions with Pub/Sub API (Beta)p. 266
- Expanded Regional Processing for the Pub/Sub API Global Endpointp. 267
- UsersWithMFA Attribute Will No Longer Be Populated for Trial Orgs in Subscriber Snapshotsp. 260
- Expanded Regional Processing for Event Relaysp. 267
- New and Changed Aura Componentsp. 271
- New and Changed Lightning Web Componentsp. 268
- Compression Namespace (Developer Preview)p. 277
- New and Changed Modules for Lightning Web Componentsp. 270
- FormulaEval Namespace (Developer Preview)p. 277
- New and Changed Connect in Apex Classesp. 278
- Changed Connect in Apex Enumsp. 282
- Changed Connect in Apex Input Classesp. 281
- Changed Connect in Apex Output Classesp. 282
- Changed Connect REST API Request Bodiesp. 297
- New and Changed Data Model Objectsp. 290
- Changed Connect REST API Response Bodiesp. 298
- New and Changed Standard Platform Eventsp. 291
- New and Changed Connect REST API Resourcesp. 292
- Changed CRM Analytics REST API Request Bodiesp. 300
- New and Changed CRM Analytics REST API Resourcesp. 299
- Changed CRM Analytics REST API Response Bodiesp. 300
- REST APIp. 305
- Changed User Interface API Response Bodiesp. 308
- New and Changed User Interface API Resourcesp. 307
- Tooling API New and Changed Objectsp. 306
- Migrate to Hyperforce with Hyperforce Assistant (Generally Available)p. 363
- Access Salesforce in More Regions with Hyperforcep. 361
- Provide Data to Einstein with Template-Triggered Prompt Flowsp. 646
- Send Data to Data Cloud using Flowsp. 647
- Flow Integrationp. 643
- Verify Your API Connection via HTTP Calloutp. 647
- Create Multiple Instances of a Set of Fields with the New Repeater Component (Beta)p. 648
- Use More Components to React to Changes on the Same Screen (Generally Available)p. 652
- Use Text Templates to React to Changes on the Same Screenp. 652
- Validate User Input for More Screen Componentsp. 652
- Wait for Engagement Events in Segment-Triggered Flows with the Wait Until Event Elementp. 653
- Save the Progress of Your Flow as You Build Expanded to More Elementsp. 654
- Find and Select Flow Resources More Easily in More Elementsp. 655
- Run Event-Triggered Flows as Workflow Userp. 653
- Use Predictions from Your AI Models in Flowsp. 656
- Debug Data Cloud-Triggered Flowsp. 657
- Migrate Even More Processes with the Updated Migrate to Flow Toolp. 659
- View Performance Details for Segment-Triggered Flowsp. 659
- Delete Workflow Rules from Managed Packagesp. 660
- Sum or Count Items in Collections More Easily with the Transform Element (Beta)p. 651
- Maintain Your Previous Selections When You Search a Data Tablep. 658
- Have Unlimited Paused and Waiting Flowsp. 661
- Identify Flows Containing Email Alertsp. 660
- Use Custom Input Validations with Screen Extension Componentsp. 662
- Salesforce Relaunches Four Previously Enforced Release Updatesp. 662
- Manage Your MuleSoft Anypoint Platform Connection (Beta) in MuleSoft Servicesp. 662
- Enable EmailSimple Invocable Action to Respect Organization-Wide Profile Settings (Release Update)p. 665
- Use Media Type Mapping Options for Importing APIs with MuleSoft Servicesp. 663
- Restrict User Access to Run Flows (Release Update)p. 666
- Enable Secure Redirection for Flows (Release Update)p. 667
- Enforce Sharing Rules when Apex Launches a Flow (Release Update)p. 666
- Prevent Guest User from Editing or Deleting Approval Requests (Release Update)p. 666
- Run Flows in User Context via REST API (Release Update)p. 668
- Enforce Rollbacks for Apex Action Exceptions in REST API (Release Update)p. 667
- Enable Partial Save for Invocable Actions (Release Update)p. 670
- Disable Access to Session IDs in Flows (Release Update)p. 669
- Disable Default Email Notifications for Orchestration Work Itemsp. 672
- Use Reports for Flow Orchestration Objects to Track Orchestration Usagep. 672
- Evaluate Criteria Based on Original Record Values in Process Builder (Release Update)p. 668
- Make Flows Respect Access Modifiers for Legacy Apex Actions (Release Update)p. 669
- Fine-Tune Access to Flow Orchestration Functionsp. 672
- Control the User Context of a Background or MuleSoft Stepp. 671
Security & Identity60
- Update References to Your Previous Salesforce Domainsp. 675
- Migrate to a Multiple-Configuration SAML Framework (Release Update)p. 679
- Use Partitioned Domains in More Orgsp. 675
- Monitor Changes to Login Pages in the Setup Audit Trailp. 680
- Improve Compatibility with Third-Party Services with the Token Exchange Flowp. 680
- Expand Branding Options and Improve Security for Headless Identity Flowsp. 680
- Find Experience Cloud SAML Endpoints More Easilyp. 681
- Generate Parameters for the Proof Key for Code Exchange (PKCE) Extensionp. 682
- Salesforce-Managed App for the Twitter Authentication Provider is Being Retiredp. 681
- Rotate Refresh Tokensp. 682
- Responses from the SCIM Users Endpoints Use 24-Hour Format for Created and Last Modified Datesp. 682
- Get OAuth 2.0 Credentials for Consumers Associated with an External Client Appp. 683
- Configure an OAuth 2.0 Client Credentials Flow for an External Client Appp. 683
- Disable or Enable an External Client App Pluginp. 685
- Configure an OAuth 2.0 Device Flow for External Client Appsp. 684
- Configure an OAuth 2.0 JWT Bearer Flow for External Client Appsp. 684
- UI Text Improvements for the MFA Registration Experiencep. 686
- MFA Auto-Enablement Concludes for All Remaining Orgs (Release Update)p. 685
- Salesforce Authenticator Is Disabled for External Users in Newly Created Orgsp. 686
- Use Email Verifications to Back Up and Restore Connected Accounts in Salesforce Authenticatorp. 687
- Update the Salesforce Authenticator App to Version 4.1 in Summer ’24p. 687
- Revert Seamlessly to One-Time Passcodes for Identity Verification in Salesforce Authenticatorp. 686
- Stay on Top of Push Notifications for Salesforce Authenticatorp. 688
- Upgrade to Identity Connect 7.1.6p. 689
- Terminate a User’s UI Sessions Automatically When Resetting Their Passwordp. 688
- Set Up Registration and Login for Pay Nowp. 689
- Login History Entries Are Reduced When Login Rate Limiting Is Activep. 688
- Receive Additional Status Information During Headless Forgot Password Flowp. 689
- See Password Resets in the Login Historyp. 689
- Distribute Named Credentials with Second-Generation Managed and Unlocked Packagesp. 690
- Use the Basic Authentication Protocol with Named Credentialsp. 690
- Do More with Named Credential Formula Functionsp. 691
- Experience Improvements to Sandbox Cloning and Org Migrations for Named Credentialsp. 691
- Automatically Run Right to Be Forgotten Jobsp. 692
- View Error Details for Failed Policy Jobsp. 692
- Copy Privacy Center Policies Between Sandbox and Production Orgsp. 693
- Share Data Between Preference Manager and Data Cloud (Beta)p. 693
- UI Text and Functionality Improvements in Privacy Centerp. 694
- Add an Unsubscribe All Button to Preference Formsp. 694
- Permission Requirements for the Consent Event Stream Are Enforcedp. 694
- Find Records More Efficiently When Restoring Backupsp. 695
- Back Up New Data On Demandp. 696
- Control Formula Field Data Backups at the Object Levelp. 697
- Access and Download Event Log File Data with the Event Log File Browser (Beta)p. 699
- See Detailed Information About Unusual Guest User Activity with the Guest User Anomaly Eventp. 699
- Back Up Files and Attachmentsp. 696
- Monitor Custom Component Usage with Custom Component Instrumentation API (Generally Available)p. 700
- Query 1 Year’s Worth of Event Log File Datap. 700
- Enjoy Clearer Names for Probabilistic and Deterministic Tenant Secretsp. 703
- Generate Event Log Files by Defaultp. 700
- Encrypt Grantmaking Compliant Data Sharing Commentsp. 704
- Use External Key Management in All Commercial Zonesp. 702
- Configure Your Encryption Policy with Fewer Clicksp. 702
- Encrypt Financial Account Name and Number in Automotive Cloudp. 704
- Benefit from More Relevant Information in Security Centerp. 706
- Encrypt Applicant and Application Form Fieldsp. 705
- Review Guest User Anomaly Threat Detection Data in Security Centerp. 706
- Monitor Additional System Permissionsp. 706
- Encrypt Fields Used to Train Generative AI Modelsp. 705
- Encrypt Nonprofit Cloud Payment Informationp. 704
Salesforce Overall25
- Upgrade from Starter to Pro Suite in Your Accountp. 100
- MFA Enforcement for Salesforce Orgs Is Shifting to In-App Notifications Starting in Summer ’24p. 98
- Temporarily Opt Out of Google Chrome Storage Partitioningp. 97
- Experience Improved Performance on More Record Home Pagesp. 99
- MFA Is Turned On by Default Starting April 2024p. 99
- Allow the New Setup Domain to Ensure Access to Salesforce Setup Pagesp. 97
- General Enhancementsp. 96
- Get Core Major Releases with No Downtimep. 97
- Find Transactions Faster with the Your Account Home Pagep. 101
- Other Changes to Salesforce Schedulerp. 104
- Optimize Resource Management by Reassigning Multiple Service Appointmentsp. 102
- Troubleshoot Setup and Appointment Scheduling Issuesp. 103
- Customize the Search Experience for Global Search, LWR Experience Sites, and the Lightning Knowledge Component (Beta)p. 109
- Einstein Search Is Enabled by Defaultp. 108
- Changed Connect in Apex Input Classp. 105
- Visualize Hierarchies and Flatten Transformations with Preview in the Recipe Editorp. 110
- Define Rules to Filter Search Results Shown to End Users (Beta)p. 108
- Resolve and Deflect Issues with Einstein Search Answers (Generally Available)p. 106
- Optimize Appointments by Using Concurrency in Shiftsp. 102
- Connect to Amazon Athena (Generally Available)p. 112
- Get More Usage Information in Data Managerp. 111
- Experience Better Recipe Error Messaging and Reliabilityp. 112
- Connect to Databricks (Generally Available)p. 112
- Release Updatesp. 113
- Trust Site Enhancementsp. 113