Salesforce Winter’25 Release Quick Summary

Salesforce Winter’25 Release Quick Summary

Last Updated on February 5, 2025 by Rakesh Gupta

Currently, the Winter’25 release is available under the pre-release program. On the 30th of August 2024, Sandboxes will be upgraded, and as a result, your organization will get the look and feel of the Winter’25 release.

In this release, there are numerous fresh features and improvements encompassing various areas. These include enhancements in Lightning Experience, enhancements in Salesforce Flow, updates to Mulesoft, Lightning Web Component and Apex, and new features in Experience Cloud. Einstein Automate and Data Cloud have also seen significant upgrades. Additional improvements can be found in Salesforce Scheduler, Field Service, and Marketing Cloud Account Engagement. Updates to Quip, CRM Analytics, Salesforce CMS, and Salesforce Payments are also included. Enhancements in Salesforce Connect, Salesforce Backup, and Subscription Management are noteworthy. There are new features in Enablement Sites, Financial Services Cloud, Salesforce Revenue Cloud, and various APIs.

For example, some exciting features like Improve Snapshot Data Recipe Performance with Advanced Append Output (Beta), Scale Content Delivery for High Performance (Beta), Control Access to Data Based on a User’s Assigned Territories (Beta), Get Help Creating Flow Formulas with Einstein, Import Real-Time Event Monitoring Event Data Into Data Cloud (Pilot), and Empower Agents to Resolve Customer Issues Faster with Einstein Article Recommendations (Pilot) are coming to Salesforce. 

Additionally, take a look at these beta and pilot features:

  1. Give Users Read-Only Access to Recipes (Beta): – Let co-workers understand dataset content with the Recipes View Only permission. With this permission, when users visit Data Manager, they see only the Recipes option. They can then open recipes and view their content, but can’t edit, run, or delete them.
    1. This change applies to Salesforce Data Pipelines in Lightning Experience. Salesforce Data Pipelines is available for an extra cost in Enterprise, Performance, and Unlimited editions.
    2. <<Steps to Implement>>
      1. From Setup, in the Quick Find box, enter Permission, and select Permission Sets.
      2. Select or create a permission set. Click System Permissions, and select Recipes View Only (BETA).
  2. Export from Data Cloud-connected CRM Analytics Assets (Beta): – Now you can export the results from a query on a Data Cloud data model object (DMO) to a CSV file. You can export up to 32 MB depending on the structure of the CSV table. Exporting data from a lens or widget backed by Direct Data for Data Cloud works the same as other CRM Analytics data exports, which are done from the Share or Download window.
    1. This change applies to Data Cloud in Developer, Enterprise, Performance, and Unlimited editions. The change also applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.
  3. Do More with Custom Report Types (Beta): – Find your report types more easily, and create personalized list views of your custom report types using the improved Custom Report page in Setup. Edit report details and modify object relationships on the summary page, which now has a more compact layout. The redesigned report type layout editor provides more flexibility when managing custom fields and sections. And you can add up to 1,000 fields in the report type layout using lookup fields.
    1. This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
    2. <<Steps to Implement>>
      1. In Setup, in the Quick Find box, enter and select Reports and Dashboards Settings. Select Enhanced Custom Report Type Setup Page (Beta).
      2. Then, in the Quick Find box, search for and select Report Types.
      3. On the summary page of your custom report type, click Edit Layout.
      4. From the Fields panel (1), drag fields to the appropriate section. In the report section (2), search for fields, move them, view their details, and customize their display names. Click Lookup Fields (3) to find fields and add them to the report type.
  4. Upgrade to Enhanced LWR Sites to Access the Latest Features (Beta): – The enhanced sites and content platform is a flexible system that brings together Salesforce CMS and LWR sites. Since Winter ’23, enhanced LWR sites and enhanced CMS workspaces that you create are hosted together on this redesigned platform, which offers partial deployment, improved content management, expression-based visibility, and more. Now, as part of the move to the enhanced platform, you can upgrade your existing LWR sites to enhanced LWR sites to take advantage of the platform’s newest features and capabilities.
  5. Get Faster Insights with Einstein Case Management (Beta): – Improve customer service with near real-time insights that help agents quickly identify and prioritize cases based on urgency, status, customer effort score, and service level agreement (SLA) targets. Einstein Case Management dashboards show minutes-latency metrics that help your team deliver more informed, personalized service. Plus, with the new Flag to Supervisor flow, agents can instantly alert supervisors about case developments.
    1. This change applies to Service Cloud in Lightning Experience in Enterprise and Unlimited editions for an additional cost.
    2. <<Steps to Implement>>
      1. From Service Intelligence dashboards, click the Open Analytics Studio icon, and in Analytics Home, search for Einstein Case Management. From Service Intelligence Setup, install the Flag to Supervisor flow so agents can immediately notify supervisors of case updates.
  6. Event Monitoring Platform Events Connector (Pilot): – Easily analyze Real-Time Event Monitoring data with the Salesforce analytics tool of your choice by importing the data into Data Cloud using the Platform Events connector pilot.
    1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Enterprise, Performance, and Unlimited editions where Event Monitoring is enabled.
  7. Explore Your Heroku Apps in Salesforce Setup (Pilot): – Publish your Heroku apps as External Services by using the Heroku Integration add-on. After connecting to Salesforce and publishing your app, your app’s API operations become actions in External Services. You can explore these APIs in Salesforce Setup and use these actions in Flow Builder, Apex, and Data Cloud. Your Heroku app can connect, query, and write back to Salesforce and Data Cloud.
    1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Enterprise, Unlimited, and Developer editions.
  8. Boost LWR Site Performance with Experience Delivery (Pilot): – Improve the scalability and performance of your LWR sites by using Experience Delivery, a powerful new infrastructure for hosting LWR sites. Along with subsecond page load times, this new infrastructure provides improved security and search engine optimization. Experience Delivery includes some changes since the previous release.
    1. This change applies to LWR sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, and Unlimited editions. Developer Edition isn’t supported.

Supported Browsers for Lightning Experience

Lightning Experience is supported by Apple® Safari®’s latest version on macOS. The most recent stable versions of Microsoft® Edge Chromium, Mozilla® Firefox®, and Google Chrome™ are also supported.

Use Apple Safari on iPadOS (iOS 13.x or later). Lightning Experience on iPad Safari doesn’t support portrait orientation and orientation switching. Use landscape orientation, and maximize your Safari browser to full width. To prevent your tablet from switching orientation, turn on the iPad rotation lock.

Salesforce treats touch-enabled laptops, including Microsoft Surface and Surface Pro devices, as laptops instead of tablets. You can’t access the Salesforce mobile app on these devices. Users are redirected to the full site experience that’s enabled for them—Lightning Experience or Salesforce Classic. Only standard keyboard and mouse inputs are supported on these types of devices.

Customers / Administrator’s Point of View

  1. Save on Storage and Boost Performance with Salesforce Archive: – Optimize for speed and efficiency as your business data grows. Archive expired or unused records in an external, low-cost data store. Visualize the records in your data store directly from your Salesforce org. Automate data cleanup with recurring archive jobs. Salesforce Archive is your native solution to unchecked data bloat, a time and cost saver for your data-dominant business.
    1. This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
    2. Excess data stored in your org can bog down processing times, inflate storage costs, and degrade information accuracy. But for records that you occasionally need or that you’re required to maintain for regulatory compliance, hard deletion isn’t the answer. That’s why we built a native archive solution to enhance your Salesforce implementation.
    3. Benefits and use cases:

      1. Boost Salesforce query and reporting performance.
      2. Improve user productivity with shorter processing times.
      3. Reduce storage footprint and costs.
      4. Avoid record redundancies and inconsistencies.
      5. Preserve historical data for future reference and trend analysis.
      6. Ensure compliance with data retention regulations.
  2. Test Restrictions on Salesforce Cookie Use: – To support users that block third-party cookies, test custom functionality and code that uses a Salesforce session cookie. To help you test, the My Domain setting, Require first-party use of Salesforce cookies, is enabled in all orgs that use the new salesforce-setup.com domain. Also, cross-domain cookies are enabled by default for features that preview content, emails, products, and more while Salesforce updates those features for blocked third-party cookies. You can control that behavior via a new My Domain setting, Allow cross-domain use of Salesforce cookies on the preview domain.
    1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
    2. <<How>>
      1. To prevent third-party use of Salesforce cookies, from Setup, in the Quick Find box, enter  My Domain, and then select My Domain. In the Routing and Policies section, click Edit. Enable Require first-party use of Salesforce cookies, and save your changes.
  3. Set Up Your Pay Now Store Quickly and Easily: – Use the simplified automated setup to get your Pay Now store up and running in no time. The guided setup takes you through all the steps necessary for store configuration.
    1. This change applies to Salesforce Payments in Enterprise, Unlimited, and Developer editions.
    2. <<How>>
      1. From the Store page or the Commerce Setup Assistant, select the Pay Now tile.
  4. Get Insight into How a User’s Permissions Are Granted: – To simplify user management, you now have visibility into the profile, permission sets, and permission set groups that grant permissions to a specific user. This information about a user’s assigned object, field, user, and custom permissions is available in the User Access Summary. Previously, troubleshooting where a user’s permissions came from required multiple queries or steps. Now you can get this information with a few clicks.
    1. This change applies to Lightning Experience in all editions.
    2. <<How>>
      1. From Setup, in the Quick Find box, enter Users, and then select Users. Select a user, and then click View Summary. To see how an individual permission was granted, click the row-level action, and then click Access Granted By.
  5. See How Object Access Is Granted in Object Manager: – Get a comprehensive view of the permission sets, permission set groups, and profiles that grant access to an object, and the level of access granted. Use the read-only Object Access Summary in Object Manager to quickly check object permissions when troubleshooting, completing reviews, or determining how to grant user access.
    1. This change applies to Lightning Experience in all editions.
    2. <<How>>
      1. In Setup, go to Object Manager, and then select an object. In the sidebar, click Object Access.
  6. Get Better Performance for List Views on Custom and Standard Objects: – To improve performance and meet the latest accessibility standards, list views for custom and standard objects now render with Lightning Web Components (LWC) instead of Aura. LWC, Salesforce’s newest framework, delivers your data faster and makes the latest features available for your list views. Previously, only custom object list views rendered with LWC, and only in sandboxes.
    1. This change applies to Lightning Experience in all editions.
    2. <<How>>
      1. List view pages for standard objects include these changes, but overall, how your users work in list views hasn’t changed.
        1. List view pages for standard objects include these changes, but overall, how your users work in list views hasn’t changed.
        2. The List Views dropdown menu displays up to 100 lists and shows Recent List Views and the option to search your lists at the top of the dropdown. If you have more than 100 list views, use search terms to find a specific list.
        3. Keyboard navigation for the List Views dropdown menu starts with the focus at the top of the list rather than on the currently pinned list.
        4. Some icons and highlights have updated colors, such as the check mark next to a selected list in the List Views dropdown menu and . Additionally, the color, size, alignment, and capitalization of some windows, buttons, and dropdown menus changed.
        5. The Filters panel has new button options in the add or edit filters work flows: Cancel to exit the add or edit filter flow, and Save to apply your changes. When you add or edit a filter, the Value menu closes each time that you select an option from it. Options appear below the Value menu as you select them.
        6. When you edit filter logic, the Cancel and Save buttons don’t appear in the Filters panel until you click outside of the Filter Logic text field. Your filter logic is checked for errors when you save your changes.
        7. When you create a filter that uses a location-based field, the values that you select initially show as the full location name in the Filters panel. After you save your changes, the values convert to an abbreviated form, such as CA for California or NV for Nevada.
        8. After you add a filter, keyboard focus returns to the Add Filter button. After you edit a filter, keyboard focus returns to the edited filter.
        9. Header icons in columns and fields don’t render.
        10. Some errors and in-app messages appear in updated locations or formats and with new wording.
        11. For example, after a save, a field-level error previously appeared directly below the affected input field. Now, a field-level error appears to the left of the row and includes the affected field’s name.
        12. Some errors occur before you save. With this type of error, the error message appears below the input field in the edit panel, and the field reverts to its original value if you close the panel before you fix the issue.
        13. If a lead record owner inline edits the record from a list view rendered with LWC, the record is considered read. The record’s Unread By Owner checkbox is unchecked. Previously, the Unread By Owner checkbox was unchecked only after the record owner viewed the full record.
        14. You can inline edit encrypted text fields on an object.
        15. Lookup fields render as hyperlinks.
  7. Configure Record Highlights in Lightning App Builder: – Use the new Dynamic Highlights Panel to configure your most important fields right in the Lightning App Builder. Previously, you could only configure fields in the Highlights Panel by using compact layouts in Setup. The Dynamic Highlights Panel can contain up to 12 fields.
    1. This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
    2. <<How>>
      1. Drag the Dynamic Highlights Panel component onto the Lightning App Builder canvas, and then add fields to it. The Primary Field value is preselected for you, but you can change it.
      2. The Dynamic Highlights Panel is responsive. When you change the size of your browser window, your information stays visible and wraps instead of being truncated. You can also use visibility rules to show and hide fields in the panel.
      3. The Dynamic Highlights Panel is a container for fields just like a Field Section. You can find it on the Fields tab in the Lightning App Builder.
  8. Make Record Fields Stand Out with Conditional Formatting: – Apply formatting to fields to help users can quickly identify the most relevant information on a record page. In Lightning App Builder, give fields on Dynamic Forms-enabled pages custom icons and colors that can appear, disappear, and change color based on the criteria and rules that you define. The conditions can be based on the field’s value or on the values of other fields on the page. You can view, edit, and delete rulesets for an object with the new Conditional Field Formatting node in Object Manager.
    1. This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.
    2. This functionality is available on a rolling basis starting with pre-release and sandbox orgs in early September 2024.
    3. <<How>>
      1. Conditional formatting uses rulesets, which are collections of rules. Each rule is made up of conditions that determine how and when formatting appears on a field. To apply conditional formatting to a field, open a Dynamic Forms-enabled record page in the Lightning App Builder and click the field on the canvas. In the field’s property panel, use the Conditional Formatting property to assign an existing ruleset or to create one.
  9. Save Time with New Messaging Components for Enhanced Bots (Generally Available): – Empower customers and save service agents’ time with the authentication, custom, form, and payment messaging components. Enhanced bots can now handle more complex use cases on enhanced Apple Messages for Business channels. The form component is also available for Messaging for In-App and Web.
    1. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions. Setup for Einstein Bots is available only in Lightning Experience.
    2. The new messaging components support powerful bot interactions with customers.

      1. Authentication: Verify a customer’s identity.
      2. Custom: Embed an external app in a bot conversation.
      3. Form: Send a form to easily and securely gather information from a customer.
      4. Payment: Process a payment with Apple Pay.
    3. The authentication, form, and payment components are a new class of asynchronous messaging components. Unlike with other messaging components, when the bot sends an asynchronous component, the customer can respond to the component later.
  10. Enhance Your LWR Site Experience by Curating Data Providers on a Page (Beta): – Add and configure data providers on an LWR site page in Experience Builder and get access to data from different sources. You can use data from Apex or Record data providers in your site page and its components.
    1. This change applies to LWR sites accessed through Lightning Experience in Professional, Enterprise, Unlimited, and Developer editions. You must have at least one active community license in your org to use this feature.
    2. <<How>>
      1. To configure data providers on an LWR Site page in Experience Builder, from the Pages menu, click Open Page Properties to access the Page Action menu and select Page Settings. Then click the Data (Beta) tab.
  11. Enable or Disable a Modernized Record Experience in Aura Sites: – Use upgraded record components, running on Lightning web component technology, and see stylistic changes to these components in your Aura sites. Previously, changes were available only in sandbox environments. Now changes are available in Create Record Form, Record Banner, and Record Detail components in production environments.
    1. This change applies to Aura sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
    2. When the Use Lightning web components on your record pages in Aura sites setting is enabled, the Create Record Form, Record Banner, and Record Detail components show minor style changes. Some of the primary changes include: .
      1. Buttons are center-aligned. Previously, they were right-aligned.
      2. Text in the record window is indented compared to the title. Previously, the text and title were aligned with one another.
      3. If a form includes required fields, there’s now an explanation that an asterisk indicates a required field. Previously, there was no explanation.
      4. If a required field is left blank, users now see a red outline around the required field and an inline error message telling them to complete the field.
      5. Error messages are displayed at the bottom of the record form. Previously, errors were displayed at the top.
      6. Field focus is highlighted with a yellow background.
      7. Page headers scroll with the page rather than remaining frozen at the top.
      8. Success messages are now more descriptive.
      9. New icons appear next to various fields.
  12. Get a Daily Summary of Service Appointments that Require Immediate Attention: – Elevate dispatcher productivity by using Einstein Copilot Field Service actions. Get a daily overview to highlight service appointments that require immediate attention, such as appointments with rule violations, overlaps, SLA risks, or emergencies. Each category in the summary is converted into a filter in the appointment list, so it’s easy for dispatchers to resolve these issues immediately. Customize the summary to include additional categories.
    1. This change applies to Lightning Experience in the Einstein 1 Field Service Edition with the Field Service Managed Package installed. Setup for Einstein Copilot is available on the desktop site.
    2. <<How>>
      1. This feature is available in Einstein Copilot through the Summarize Scheduling Issues standard copilot action. When a dispatcher asks Copilot to create a schedule summary (1), the Summarize Scheduling Issues action uses a Summarize Scheduling Issues prompt template to generate the summary. Copilot shows the summary (2), creates filters (3), and displays the appointments in the appointment list (4).
  13. Increase Sales Team Collaboration by Assigning Opportunity Splits to Territories: – To see how territories contribute to overall sales, sales teams can now assign opportunity splits and opportunity product splits to territories. Previously, splits could be associated only with the parent opportunity’s territory. This change allows sales teams to get reports that show territories’ contributions to closing deals using splits data. Teams can also forecast based on splits amounts across territories.
    1. This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
    2. <<How>>
      1. To let your sales team assign territories to opportunity splits and opportunity product splits, add the Split Territory field to the opportunity split and opportunity product split multi-line page layouts.
  14. Optimize Your Strategic Planning with Account Plan: – Nurture existing relationships and grow key accounts strategically with Account Plans. You can research and analyze accounts, set objectives with actionable metrics, and keep tabs on growth and development, all from one repository within Salesforce.
    1. This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions and in Einstein 1 Sales Edition.
    2. This feature is available in production on a rolling basis after the Winter ’25 release is complete, and available to all customers by October 29, 2024. The feature is only accessible in sandboxes after it’s available in production. To see the feature in sandboxes, run the Match Production Licenses tool or request a refresh after the feature is available in production.
    3. View opportunity details in the dashboard (1); create a SWOT (Strengths, Weaknesses, Opportunities, and Threats) Analysis (2); capture the customer needs and market dynamics (3); and focus on clear, measurable objectives with metrics (4). To visualize key stakeholders, view the relationship map (5).
  15. Capture Forecasts at a Point in Time with Forecast Submissions: – Forecast submissions are a sales rep’s or sales manager’s best estimate of the revenue or quantities that they expect to close during the forecast period. Typically required weekly, the submission takes a snapshot of the forecast at the time the submission is made. As management reviews forecast rollups, they can compare the current forecast against the submitted forecast numbers and quota and know that the forecast is up to date. Any differences better inform the forecast for the entire sales team and the business.
    1. This change applies to Lightning Experience in Professional and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
    2. <<How>>
      1. Turn on Forecast Submissions on the Forecast Settings page in Setup. Then, sales reps and managers use the icons in the forecast summary to submit forecasts Submit Forecast and to review their own past forecast submissions or their subordinates submissions Review or Resubmit Forecast. Forecast submissions are allowed only in forecast types that don’t include product family or other forecast groups.
  16. Expand the Reach of Your Enhanced CMS Content: – Publish content to Aura site channels from enhanced CMS workspaces with the new Use non-enhanced APIs setting. This setting is enabled by default for Aura site channels. Then use non-enhanced CMS Managed Content Resources to get these content types from enhanced CMS workspaces. And as of Winter ‘25, any new workspace that you create is enhanced by default.
    1. This change applies to enhanced CMS workspaces in Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
    2. When the new channel setting, Use non-enhanced APIs, is enabled, you can continue using non-enhanced CMS Managed Content Resources with enhanced CMS workspaces without interrupting your current ways of working. When you enable this setting, Salesforce does the work of connecting these resources for you. If you’re already using enhanced CMS APIs, it’s not necessary to enable this setting. With these changes, you can accomplish your content tasks with enhanced CMS workspaces.
  17. Monitor Additional User Permissions: – Ensure comprehensive insight into all your rollout activities with additional user permission metrics including Retain Field History, View Real-time Event Monitoring Data, View Threat Detection Events, Access Event Monitoring Analytics Templates & Apps, Monitor Login History, Freeze Users, and Export Reports.
    1. This change applies to Enterprise, Performance, Unlimited, and Developer editions.
    2. Security Center user permission metrics bolster your security posture by providing a consolidated view of users assigned to specific permissions and notify you of when these assignments change.
    3. <<How>>
      1. Monitor user permission metrics from your Security Center landscape via the User category in Security Overview.
  18. Integrate Knowledge and Unified Knowledge with Data Cloud: – Combine your first and third-party knowledge in Data Cloud to improve generative AI features for Einstein for Service. With the upcoming switch to Data Cloud grounding, use the latest Retrieval-Augmented Generation (RAG) updates for higher-quality replies and answers. Previously, articles were limited to 131,000 characters in rich text fields, but Data Cloud increases this limit to 100 MB. Articles exceeding 25 MB aren’t indexed for search. This integration prepares Knowledge and Zoomin connectors for future enhancements.
    1. This change applies to Lightning Experience in Unlimited Edition and other editions with the Knowledge add-on license. Salesforce has partnered with Zoomin to offer you Unified Knowledge. This feature is available as a free trial from Zoomin for 90 days, along with three connector instances to third-party knowledge sources. Upgrades from the free trial are purchased directly through Zoomin in Salesforce Setup.
    2. With the Knowledge Article DMO, you can access your Knowledge base on Data Cloud. Data Cloud’s infrastructure supports the size and scaling that enterprise customers need, such as a future where transactional knowledge, like Slack posts, are integrated alongside curated articles.
    3. <<How>>
      1.  In Data Cloud Setup, click Salesforce CRM and choose Standard Data Bundles. Select Service Cloud and either Install or Update the latest version of the Service data kit.
  19. Boost Service Efficiency by Automating Milestone Actions with Flow: – Automate standard milestone actions through a flow to reduce the manual work of agents and improve the efficiency of your service operations. Here are some actions that you can auto-trigger by using a flow when the milestone is completed, nearing violation, or violated: send email alerts powered by Einstein, update records for other cases simultaneously, send Slack notifications.
    1. This update applies to Professional, Enterprise, Performance, Unlimited, and Developer editions with the Service Cloud.
    2. <<How>>
      1. Open the milestone from an entitlement process. Click Add Actions and select New Flow to add the autolaunched flow. Go to Flow Builder to customize and activate this action.

Additional Enhancements Worth Noting!

  1. Add the New Setup Domain: – Ensure that Setup pages in Lightning Experience load content correctly when browsers block third-party cookies. If your users have general access to the internet, no action is required. If your company controls users’ or servers’ access to the internet through firewalls or allowlists, your IT department must add *.salesforce-setup.com to the company’s list of allowed domains. Salesforce Setup pages are now hosted on that domain.
    1. This change applies to Lightning Experience in all editions.
    2. Setup pages move to the *.salesforce-setup.com domain through a staggered rollout. The rollout began in Spring ’24 and continues through Summer ’24 and Winter ’25. The change is first enabled in sandboxes and nonproduction orgs, and then in production orgs.
  2. Create and Verify Your Default No-Reply Organization-Wide Email Address to Send Email (Release Update): -To comply with increased email security standards, orgs are required to create and verify a Default No-reply address in Organization-Wide Email Address settings.
    1. This change applies to Lightning Experience and Salesforce Classic in all Editions, except Database.com.
    2. This update was introduced with Summer ’24 and Salesforce is scheduled to enforce it in Winter ’25. To get the major release upgrade date for your instance, go to Trust Status, search for your instance, and click the maintenance tab.
  3. Verify Your Return Email Address for Sender Verification (Release Update): – After Spring ’25, to comply with increased email security standards, you’re required to verify the Email Address in My Email Settings.
    1. This change applies to Lightning Experience and Salesforce Classic in all editions except Database.com.
    2. Salesforce enforces this update in Spring ’25. To get the major release upgrade date for your instance, go to Trust Status, search for your instance, and click the maintenance tab.`
    3. <<How>>
      1. To comply with increased email security standards, emails fail to send from the return email address in My Email Settings until the address is verified. Instruct all users to visit their My Email Settings. Users can manually verify their email addresses by selecting Resend Verification Email and clicking the link in the email. If the resend option is unavailable, the return address is already verified. Users receive a verification email once per release until Spring ’25. The email includes the verification link.
  4. Sender ID Deprecated for Email Security Compliance: – As part of a system-wide optimization of email security performance, Sender ID is no longer offered in Email Deliverability settings.
    1. This change applies to Lightning Experience and Salesforce Classic in all editions except Database.com.
    2. <<How>>
      1. If you’re using Sender ID, you don’t need to make any changes. Integrations that use Sender ID continue to work after Summer ’24. Sender ID records are identified by their v=spf2.0 prefix. A record that starts with this prefix can’t be used.
  5. Transfer Your Snowflake Data to CRM Analytics Using VPC on AWS (Generally Available): – Gain insights into your private Snowflake data in CRM Analytics. Create a remote connection using the Virtual Private Connection (VPC) for Snowflake on AWS connector to sync data from Snowflake to Data Manager. Using the AWS VPC interface endpoints provides secure connectivity to Snowflake internal stages and ensures that data transfer from Snowflake takes place on the AWS internal network and doesn’t use the public internet.
    1. This change applies to CRM Analytics in Lightning Experience and Salesforce Classic. CRM Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions. Requires a Salesforce Private Connect add-on license.
  6. Download Data Sync Job Logs in Data Manager: – Diagnose issues with data sync jobs faster by downloading detailed job logs. Previously, logs were available only for recipes and dataflows.
    1. This change applies to Salesforce Data Pipelines in Lightning Experience. Salesforce Data Pipelines is available for an extra cost in Enterprise, Performance, and Unlimited editions.
    2. <<How>>
      1. In Data Manager, open a job with warnings. In the status column, click Warning, and then click Job Details to download the log.
  7. Make Inline Edits with the Enhanced User List View: – You can now view, sort, and filter user records in a list format and directly modify new entries inline. Quickly update and modify records and simplify this experience without navigating away from the list view. We delivered this feature thanks to your ideas on IdeaExchange.
    1. This change applies to Lightning Experience in all editions.
    2. <<How>>
      1. From Setup, in the Quick Find box, enter Users, and then select User Management Settings. Enable Enhanced User List View. Select Users to view the enhanced page.
  8. Manage Public Group Membership More Easily: – You can now use the public group’s summary page to manage public group members. The updated public group member selection experience has better performance and simplifies managing the included users, roles, and nested public groups. You can search across all current or available members, add or remove up to 100 members at a time. Additionally, you can edit and delete the selected public group on its summary page.
    1. This change applies to Lightning Experience in all editions.
    2. <<How>>
      1. From Setup, in the Quick Find box, enter Public Groups, and then select Public Groups. Select a public group, and then click View Summary. Under All Public Group Members, add or remove members.
  9. Add a Description for Public Groups: – When you create or edit a public group, you can now include a brief description of its purpose or function.
    1. This change applies to Lightning Experience in all editions.
  10. Add a Description for Queues: – You can now add a description when you create or edit a queue. Offer a brief description of the purpose, function, and any other pertinent information about the queue. 
    1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Professional, Enterprise, Performance, Unlimited, and Developer editions.
  11. Reference Multiple Picklist Values in Restriction and Scoping Rules: – You can now reference multiple picklist values in the record criteria of your restriction and scoping rules. This change makes it easier to configure which records and fields your users see when these rules are applied.
    1. For restriction rules, this change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions. For scoping rules, this change applies to Lightning Experience in Performance, Unlimited, and Developer editions.
  12. Enjoy a Streamlined State and Country Picklist Setup Process: – Enhancements to the State and Country Picklist make it easier to set up and improve usability. For example, enabling state and country picklists for address fields now takes fewer steps, which reduces the number of actions required for enablement. The Enable Picklists for Address Fields button is visible and grayed out when not active, so it’s easy to check the status. Also, a new feature automatically maps standard states and countries, which saves you time and minimizes errors.
    1. This change applies to Lightning Experience, Salesforce Classic, and all versions of the mobile app in all editions.
  13. Restore Only the Latest Entity History Records for a Deleted Entity: – Restore only the top 20,000 most recent and relevant history records for a deleted entity by enabling Field History Tracking. This restoration limit enhances database query latency and overall performance.
    1. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
    2. This change is available to customers with Field History Tracking enabled on multiple entities.
  14. Changes to Selective Sandbox Access for Developer and Developer Pro Sandboxes: – When you create or refresh a Developer or Developer Pro sandbox, you must provide access to the sandbox using a public group. This feature improves sandbox creation times, enhances the login experience, and increases sandbox security. This feature doesn’t apply to Partial Copy or Full sandboxes.
    1. This change applies to all newly created or refreshed Developer and Developer Pro sandboxes on all instances (Salesforce first-party and Hyperforce) created using the Salesforce Sandbox Setup page.
    2. This feature will be rolled out as a staggered release beginning in September 2024.
  15. Find and Merge Duplicate Prospect Records: – Keep your database clean and ensure that your marketing team is working with the most accurate information using the duplicate prospect tool in Optimizer.
    1. This change applies to Account Engagement Advanced and Premium editions and to Lightning Experience in Enterprise, Unlimited, and Performance editions.
  16. The Campaign Member Status Chart is Being Retired: – The chart on the Campaign Members related list is being retired with the Winter ’25 release. The chart shows a breakdown of the number of campaign members by member status. Campaign member status is still available on the Campaign Members list view.
    1. This change applies to Salesforce Professional, Enterprise, Performance, Unlimited, and Developer Editions.
  17. Improve Sales Forecast Accuracy with Manager Judgment Enhancement: -To guide more accurate forecast assessments, sales leaders now see Manager Judgment values rolled up for all forecast managers beneath them in the forecast hierarchy. Previously, judgment values rolled up only to the immediate manager in the hierarchy. Plus, judgment values are now available in reports and dashboards, allowing sales teams to reconcile forecasts against judgment amounts and to identify opportunities that are at risk.
    1. This change applies to Lightning Experience in Professional and Developer editions and in Enterprise and Unlimited editions with the Sales Cloud.
    2. <<How>>
      1. The rollup calculation change is applied automatically. No additional setup is required.
      2. To report on forecasts with opportunities that have judgments, create a custom report type for Forecasting Items with Opportunities and Forecasting Source Record Judgments as the related objects.
  18. Connect Unified Knowledge to More Systems: – Enhance your Unified Knowledge integration with three new connectors: Github, ServiceNow, and Madcap Flare. Unify your company’s knowledge across every agent and customer search experience and ground generative AI features for Einstein for Service.
    1. This change applies to Lightning Experience in Unlimited Edition and other editions with the Knowledge add-on license. Salesforce has partnered with Zoomin to offer you Unified Knowledge. This feature is available as a free trial from Zoomin for 90 days, along with three connector instances to third-party knowledge sources. Upgrades from the free trial are purchased directly through Zoomin in Salesforce Setup.
    2. <<How>>
      1. Before you add a connector, review any connector requirements in Zoomin documentation. Then in Setup, enter Unified Knowledge in the Quick Find box and click Unified Knowledge. Click Add a Source and choose a connector.
  19. Help Agents Prioritize Cases Effectively by Tracking Milestone Time: – Help agents prioritize cases needing attention and maintain high service standards. With Time to Next Milestone in the case list view, they can easily identify cases that are overdue, nearing completion, or paused, based on the remaining time to complete the milestone. Previously, while handling multiple cases simultaneously, agents didn’t have a clear indication of which ones to prioritize.
    1. This update applies to Professional, Enterprise, Performance, Unlimited, and Developer editions with the Service Cloud.
    2. <<How>>
      1. Open cases in a list view and check out the Time to Next Milestone column that shows how much time is left to complete the current milestone and when the next milestone is starting. Use the sort and filter options to view cases with overdue or paused milestones.
  20. Renamed
    1. Resync Events Renamed in User Health Status
    2. Operations Console is Now Pricing Operations Console
  21. Retired:
    1. Social Customer Service Starter Pack Is Being Retired
    2. Embedded Appointment Management Is Being Retired
    3. Embedded Flows Is Being Retired
    4. Close Date Predictions Is Being Retired
    5. Cadence Builder Classic (1.0) is Being Retired
    6. Externally Built Models in Einstein Discovery Are Retired
    7. Einstein Automated Contacts Is Being Retired in February 2025
    8. Salesforce Functions Is Being Retired in January 31, 2025
    9. Embedded Appointment Management Is Being Retired in June 17, 2025
    10. Legacy Chat Is Being Retired in February 14, 2026
    11. Salesforce for Outlook Is Being Retired in December 2027

Developer’s Point of View

  1. Quickly Develop Lightning Web Components in a Real-Time Preview (Beta): – With Local Dev (beta), you can develop your Lightning web components (LWCs) in a real-time preview of your Lightning app or Experience Cloud Lightning Web Runtime site. The preview automatically updates in your browser whenever Local Dev detects source code changes, so you can iterate faster on your LWCs without deploying code or manually refreshing the page. Migrate to the new Local Dev experience before we eventually deprecate the LWC Local Development Server, which has limited testing and previewing capabilities.
    1. This change applies to Lightning Experience and all versions of the mobile app in all editions. Local Dev is a pilot or beta service that is subject to the Beta Services Terms at Agreements – Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer’s sole discretion. 
    2. Local Dev is available only for users in sandbox orgs as an open beta, and it’s turned off by default.
    3. <<Steps to Implement>>
      1. To turn on Local Dev for your org, from Setup, in the Quick Find box, enter Local Dev, and then select Local Dev.
      2. Select Enable Local Dev (Beta) to turn it on for all org users.
  2. Gain Insight into Component Code by Switching LWS Distortions Off and On: – Debug your components in LWS and switch certain distortions off and on so that you can observe behavior differences. To temporarily disable a distortion, open a page with your component running in a browser and then enter commands to set flags in the browser developer console. 
    1. This change applies to Lightning Experience in all editions when debug mode is enabled.
    2. Enable debug mode in your Salesforce org. With your component or application loaded and running in a browser, open the browser’s developer tools console and then set a breakpoint or add a debugger statement directly in your code.
    3. To list flags that you use to disable and enable distortions in the c default namespace, enter this command in the browser’s developer console and then press Enter.
      
      
      $LWS.namespaces.c.distortions
      

    4. To disable one of the listed distortions, set the associated flag to false. For example, to disable distortions for the XMLHttpRequest API, type this command and then press Enter.
      
      
      $LWS.namespaces.c.distortions.xhr = false

  3. Develop Lightning Web Components with TypeScript (Developer Preview): – To improve developer productivity and code quality, you can now author new Lightning web components (LWCs) with TypeScript. You can also convert existing JavaScript components to TypeScript. Previously, LWC projects only supported JavaScript components.
    1. This change applies to Lightning Experience and all versions of the mobile app in all editions.
    2. <<Steps to Implement>>
      1. To configure TypeScript support for an LWC project, install TypeScript v5.4.5 or later, and make sure that the project contains a tsconfig.json file. In the compilerOptions section of that file, set target to “ESNext”. Then, make sure that the experimentalDecorators compiler option is unset or set to false.
      2. LWC module resolution works differently than TypeScript module resolution, so you must configure the paths compiler option. For every LWC module that you use in your project, there must be a record in the paths config that maps each module to a file. If you’re working in a Salesforce DX project, the Lightning Language Server extension for VS Code automatically handles this step. 
  4. Be Aware of Base Lightning Component Internal DOM Structure Changes for Future Native Shadow Support: – Salesforce is preparing the base Lightning components to adopt native shadow DOM to enhance performance and comply with Web Components standards. These updates change the internal DOM structure. Ensure that your tests don’t rely on the previous internal structure of these components. 
    1. This change applies to Lightning Experience and all versions of the mobile app in all editions.
  5. Track Apex Unexpected Exceptions with Free-Tier Event Monitoring: – Take advantage of free-tier access to Event Monitoring, and track unhandled exceptions in Apex code execution instead of relying only on unhandled exception emails. Troubleshoot your Apex code by analyzing the information captured in the event log files for the Apex Unexpected Exception event type.
    1. This change applies to all editions. 
  6. Understand SOQL Error and Functionality Changes to Update Your Code: – Updates in this release can impact existing Apex code that relies on old SOQL error messages and functionality, particularly to dynamic SOQL code that handles the parsing of error messages. Review these changes and update your code as needed. 
    1. This change applies to all editions. 
    2. New error messages with invalid SOQL queries.
      1. SELECT Id FROM Account USING everything
      2. Old: unexpected token: ‘<EOF>’
      3. New: unexpected token: ‘everything’
  7. See Improved Consistency When Iterating Sets:In API version 62.0 and later, modifying elements of a set while iterating the set in a for or foreach() loop throws an exception. This behavior is versioned. In API 61.0 and earlier, modifications to sets while iterating were sometimes allowed and generated unexpected results.
    1. This change applies to all editions.
    2. This sample code removes elements while iterating the set, which throws an exception: System.FinalException: Cannot modify a collection while it is being iterated.
      
      
      Set<String> set_string = new Set<String>{'one', 'two', 'three'};
      for (String str : set_string) {
        System.debug(str);
        set_string.remove(str);
       
        System.debug(set_string.contains(str));
      }
      System.debug(set_string);

  8. Write Mock SOQL Tests for External Objects: – To increase code coverage and quality, you can now write better Apex unit tests for external objects and mock SOQL query responses by using the new SOQL stub methods and a new test class. Use basic and joined SOQL queries against external objects and return mock records in a testing context.
    1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Enterprise, Performance, Unlimited, and Developer editions.
    2. <<How>>
      1. Create mock test classes by extending the new System.SoqlStubProvider class and overriding the handleSoqlQuery() class method. Create external object records using either Test.createStubQueryRow() or Test.createStubQueryRows(). Register the mock provider in the test using Test.createSoqlStub() and execute the test code. 
      2. The SOQL query must be against an external object, either directly with a FROM clause or via a subquery. These features aren’t allowed within a stub implementation.
        1. SOQL
        2. SOSL
        3. Callouts
        4. Future methods
        5. Queueable jobs
        6. Batch jobs
        7. DML
        8. Platform events
  9. Process Platform Events at Scale with Parallel Subscriptions for Apex Triggers (Generally Available): – To speed up platform event processing in an Apex trigger, use parallel subscriptions to process events simultaneously instead of in a single stream. With parallel subscriptions, you can scale your Apex platform event triggers to handle high volumes of events. Parallel subscriptions are available for custom high-volume platform events but not standard events or change events.
    1. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
    2. <<How>>
      1. How the system distributes events to parallel subscriptions depends on the partition key that you specify—the standard EventUuid field or a platform event custom field. You can specify up to 10 parallel subscriptions, also referred to as partitions.
      2. To configure parallel subscriptions for an Apex trigger, use Tooling API or Metadata API to specify the event field used for partitioning (PartitionKey) and the number of partitions (NumPartitions) in PlatformEventSubscriberConfig. This example shows a PlatformEventSubscriberConfig Tooling API request body for a custom partition key field and three partitions.
        
        
        {
          "DeveloperName":"MyOrderEventTriggerConfig",
          "MasterLabel":"MyOrderEventTriggerConfig",
          "PlatformEventConsumerId": "<Apex_Trigger_Id>",
          "PartitionKey": "Order_Number__c",
          "NumPartitions": "3"
        }

      3. To monitor your parallel subscriptions, from Setup, in the Quick Find box, enter Platform Events, select Platform Events, and then click your platform event. The parallel subscriptions are displayed on the platform event detail page, in the Parallel Subscriptions related list.
  10. Salesforce Flow Enhancements: – There are several enhancements in Salesforce Flow as follows:
    1. Collect User Input to Modify a List of Records from a Screen: – You can now use the Repeater component to update existing record collections so it’s easier for end users to change a collection of records in a screen flow. Previously, the Repeater component in the Screen element supported only creating records.
      1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Professional, Enterprise, Performance, Unlimited, and Developer editions. It’s not supported in Classic runtime for flows.
    2. Disable More Screen Component Fields at Run Time: – Now you can disable fields on the Action Button, Dependent Picklist, Lookup, Phone, and Slider screen components by using the component’s Disabled attribute. When the Disabled attribute is set to true, screen flow users can’t focus on or modify any fields in the component. A gray background appears on the component’s input fields to give users a visual cue.
      1. This change applies to Lightning Experience and Salesforce Classic in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. It’s not supported in Classic runtime for flows.
    3. Select Multiple Choices with Choice Lookup Component: – You can now configure the Choice Lookup component to accept either a single selection or multiple selections (up to 25), making it more flexible for your business processes. Previously, only the Lookup component supported selecting multiple options through a lookup field.
      1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Professional, Enterprise, Performance, Unlimited, and Developer editions. It’s not supported in Classic runtime for flows.
    4. Recognize and Differentiate Between Custom Components Instantly in Screen Elements: – Custom components now show labels or API names directly on the component in Flow Builder where you add the component to the Screen element, streamlining your workflow and reducing confusion. Previously, without a preview, understanding the role and function of each custom component was a guessing game, especially if you added the same component more than once.
    5. Expand Your Email Reach by Using CC and BCC Options in Send Email Action: – The maximum total number of recipient email addresses is increased from 5 to 150. You can now add CC and BCC recipients to emails by using the Send Email Action in Flow Builder. Any address entered in the CC field receives a copy of the email, and those in the BCC field also receive a copy, but their email addresses are hidden from all recipients.
      1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.
      2. <<How>>
        1. In Flow Builder, in the element menu, search for Send Email, and then select Send Email. When you set input values, turn on BCC Recipient Address List and CC Recipient Address List. If you want to add recipients’ email addresses, enter them as a comma-delimited list or use a merge field that returns text in this format.
  11. Flow Orchestrator: – There are several enhancements in Flow Orchestrator as follows:
    1. View Orchestration Details in the Automation Lightning App: – You can see all your orchestrations and manage their associated orchestration runs from the new Orchestrations tab in the Automation Lightning app. To see associated orchestration runs, select the Runs tab. To see details about an orchestration run, select it in the Orchestration Runs list view. View a selected orchestration run’s stages, steps, and log items, and manage in-progress, suspended, or failed orchestration runs. Previously, you viewed orchestrations and managed orchestration runs from Setup.
      1. This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
      2. <<How>>
        1. To view the Automation Lightning app, in Setup, under Process Automation Settings, select Enable the Automation Lightning App.
    2. Manage Steps in an Orchestration Stage: – Want to reuse a step in a stage or view the steps in a stage in a different order? You can copy a step and paste it into the same stage or another stage within the orchestration. To rearrange a step, drag the step within the stage. Dragging steps within a stage changes their order of appearance, but it doesn’t affect the order that the steps run in. Also, are you tired of opening a step’s Properties panel to view its description? If a step has a description, hover over the description icon to see it without editing the step.
      1. This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
    3. Customize the Flow Orchestration Work Guide Component: – Control how the Flow Orchestration Work Guide component appears to users with assigned work. You can configure the component to work differently on each record page that you add it to. The changes that you make don’t affect how the component looks in Lightning App Builder. Provide your title for the component, and set a default sort order for orchestration work items. You can set the visibility of the orchestration run name, orchestration stage name, and orchestration step name for all orchestration work items displayed in the component. You can also hide the component for assigned users who have no work items.
      1. This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions.
  12. Customize SMS One-Time Password Delivery for Experience Cloud Sites (Generally Available): – To provide branded, personalized identity verification experiences for external users, create an Apex handler to send one-time passwords (OTPs) via an SMS messaging provider of your choice. Customize the content of the message and the short code that tells users who sent it. Use the handler to send OTPs for any Experience Cloud identity verification use case. This feature, now generally available, includes some performance enhancements and bug fixes since the last release.
    1. These changes apply to LWR, Aura, and Visualforce sites accessed through Lightning Experience and Salesforce Classic in Enterprise, Unlimited, and Developer editions.
    2. <<How>>
      1. Create a custom one-time password delivery handler Apex class. From your Experience Cloud Login & Registration settings, in the Customized OTP Delivery section, select your Apex handler class.
      2. To get access to this feature, contact Salesforce Customer Support. Enabling this feature affects all Experience Cloud sites. To avoid disruptions, create an Apex handler for all sites.
  13. Control Who Can Perform Authenticated Callouts with Ease: – It’s easier than ever to configure permissions for named credentials so that your users can make authenticated callouts to external systems. Previously, after you enabled external credential principal access, you also assigned object permissions for User External Credentials manually on each permission set or profile. Now, most standard permission sets and profiles have access to the User External Credentials object by default. For the guest user profile, and for existing custom permission sets and profiles, you must still grant access to the User External Credentials object manually.
    1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in all editions.
  14. Improve Data Transmission Speed and Security with TLS 1.3: – To help you adopt the latest standard, Salesforce now supports Transport Layer Security (TLS) 1.3 for outbound HTTPS callouts from the Salesforce Platform. TLS 1.3 improves security with stronger encryption methods. This version also reduces the time it takes to establish secure connections with a simplified handshake process. This change has no impact on existing callouts that require TLS 1.2.
    1. This change applies to Lightning Experience, Salesforce Classic (not available in all orgs), and all versions of the mobile app in all editions.
  15. Enable LWC Stacked Modals (Release Update): – As part of the Salesforce internal migration from Aura to LWC, more modals in Lightning Experience now render using LWC. This update provides improved performance, especially when working with a large number of fields on a record create or edit modal. You can now also use Dynamic Forms in a modal that’s opened from a Create from Lookup field on most LWC-enabled record pages. When you enable this update, you can expect minor changes to modal behavior. This update was first available in Summer ’24.
    1. This change applies to Lightning Experience in all editions.
    2. This update introduces minor changes to modal behavior. When you create a record via a lookup field, the Save & New button no longer appears. Additionally, post-save navigation no longer occurs on modals that are opened from a custom quick action. When creating a record from a stacked modal, you’re returned to the record page on record save instead of navigating to the created record.
    3. If you use custom quick actions, consider these guidelines.
      1. LWC quick actions—When using the lightning/navigation module, the newer modal overlays and stacks on the previous modal by default. To automatically close the previous modal when navigating, set replace to true.
      2. Aura quick actions—If you used force:createRecord or force:editRecord, we recommend updating your code to use lightning:navigation so that you can control post-save navigation behavior. To use post-save navigation on record save, specify navService.navigate(pageRef, true); where the replace property is true.

Additional Enhancements Worth Noting!

  1. Get Flexible Access to Custom Apps with the Salesforce Platform Login License: – The Salesforce Platform Login license allows you to assign access to custom apps built on Platform for internal users without the requirement to buy a seat-based license. With the Salesforce Platform Login license, you can pay per daily unique login for users who need infrequent or occasional access. Contact your account executive for more information on purchasing the Salesforce Platform Login license.
    1. This change applies to Enterprise, Performance, Unlimited, and Developer editions.
  2. Inbound Email Limit Increased: – To deliver expected performance, we now limit the number of inbound emails that can be queued after you reach your daily email limit. The number of emails that you can queue is equal to your daily email rate limit. After you reach the limit, inbound emails bounce. Review your email services, and use the Requeue Message failure response option only for high-priority services.
    1. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Professional, Unlimited, and Developer editions.
    2. For example, if you have 10 Salesforce licenses, you can receive 10,000 inbound emails before you reach your daily limit. When you reach that limit, additional inbound emails are queued for processing if the failure response option on the email service is Requeue Message. After 10,000 emails are queued, all additional inbound emails for that day bounce.
  3. Search Query Limit Is Applied to Improve Performance: – To ensure fair access for all users and protect against potential service disruptions, the number of search queries for each user is limited to 5,000 and 1.4 CPU hours within a 5-minute interval. If a user exceeds the limit, an error message is displayed.
    1. This change applies to Lightning Experience in Professional, Enterprise, Performance, Unlimited, and Developer editions.
  4. Test CRM Analytics Endpoints in Postman: – Test Connect API endpoints in your own development environment, and view output instantly using the new CRM Analytics collection in Postman. Use the collection to build your custom integration with CRM Analytics or to test your SAQL and SQL queries.
    1. This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions where CRM Analytics is enabled.
  5. Manage List Views with New Lightning Web Component (LWC) Wire Adapters: – To programmatically create, update, and delete list views rendered with LWC, use the lightning/uiListsApi module’s new wire adapters. You can get a list view’s record data, and get and update a list view’s preferences. You can also get the list views associated with an object or the metadata for a list view object. Previously, only the getListInfoByName and getListInfosByName wire adapters were available.
    1. This change applies to Lightning Experience in all editions.
    2. The lightning/uiListsApi module includes these new wire adapters.
      1. createListInfo
      2. deleteListInfo
      3. getListInfosByObjectName
      4. getListObjectInfo
      5. getListPreferences
      6. getListRecordsByName
      7. updateListInfoByName
      8. updateListPreferences
  6. Create Components with Larger JavaScript File Sizes: – A Lightning web component JavaScript file now has a maximum file size of 1 MB (1,000,000 bytes). Previously, the file size limit was 128 KB (131,072 bytes).
    1. This change applies to custom Lightning web components in Lightning Experience, Experience Builder sites, and all versions of the Salesforce mobile app.
  7. Get More Coverage for Unexpected Exceptions in Apex Code Execution: – Exceptions triggered by transactions with entry points as @AuraEnabled, @RestResource, and @InvocableAction annotations are now captured in the Apex Unexpected Exception event type. Analyze the event log files that provide information on exceptions triggered by these transactions. A spike in exception data logged in the event log files is possible because of the expanded coverage.
    1. This change applies to all editions.
  8. Receive Change Event Notifications for More Objects: – Many more objects are now enabled for Change Data Capture. With these enabled objects, you can receive real-time notifications of new and changed records.
    1. This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.
      1. AccountCleanInfo
      2. AssetRelationship
      3. AssociatedLocation
      4. AuthorizationFormDataUse
      5. BusinessBrand
      6. CalendarView
      7. CollaborationGroupRecord
      8. CollabTemplateMetric
      9. ConferenceNumber
      10. ContactCleanInfo
      11. ContentFolder
      12. Coupon
      13. ExternalEvent
      14. FieldServiceMobileSettings
      15. FlowRecord
      16. FlowRecordElement
      17. FlowRecordVersion
      18. ForecastingOwnerAdjustment
      19. LinkedArticle
      20. ManagedContent
      21. MerchantAccount
      22. ObjectDataImport
      23. ProcessException
      24. ProfileSkillEndorsement
      25. QuickTextUsage
      26. SurveyInvitation
      27. SurveySubject
      28. TenantEntitlementTransaction
      29. TenantUsageTypeMultiplier
      30. Territory2Model
      31. TodayGoal
      32. UserAppInfo
      33. UserEmailPreferredPerson
      34. WaveAutoInstallRequest
      35. WorkAccess
      36. WorkBadge
      37. WorkBadgeDefinition
      38. WorkCapacityLimit
      39. WorkThanks
  9. Standard-Volume Platform Events Are Being Retired: – Standard-volume platform events are legacy custom events and scheduled for retirement in Summer ’25. As of Spring ’19 (API version 45.0), you can define only high-volume platform events, and you can’t define standard-volume platform events. If you still have legacy standard-volume events, replace them with high-volume platform events. After retirement, you can no longer publish or subscribe to standard-volume platform events.
  10. Secure Record Access When Enabling Digital Experiences: – After you enable digital experiences in any org, accessibility to records that are shared with the Roles and Internal Subordinates group through sharing rules or other features is limited to those internal users. Previously, this secure behavior was available only for orgs created after February 8, 2024. For orgs that enabled digital experiences before February 8, 2024, records shared with internal users were made available automatically to external site users. To secure access, use the Convert External User Access wizard.
    1. This change applies to Aura, LWR, and Visualforce sites accessed through Lightning Experience and Salesforce Classic (not available in all orgs) in Enterprise, Performance, Unlimited, and Developer editions.
  11. Add Lightning Web Components with Attributes in Mobile Builder: – Add a Lightning Web Component (LWC) that contains attributes as a tab, configure those attributes in the Field Service Mobile App Builder, and it’s available in the app.
    1. This feature is available in the Field Service mobile app for Android and iOS.
  12. Revoke Individual JWT-Based Access Tokens: – For more precise control over who can access Salesforce data, revoke JSON Web Token (JWT)-based access tokens for an individual user. Previously, the only option was to revoke all tokens in your org simultaneously—a last-resort security measure that ended all related user sessions. Now you can manage security while minimizing the impact to your users. This feature is supported for guest user and named user JWT-based access tokens.
    1. This change applies to Lightning Experience and Salesforce Classic in all editions.
    2. <<Steps to Implement>>
      1. To revoke JWT-based access tokens using the OAuth revocation endpoint, use a POST request to send the token to the /services/oauth2/revoke endpoint on your My Domain or Experience Cloud site.
  13. Get Notified When a User Logs In as Someone Else with Transaction Security: – Bolster your security posture by receiving alerts and blocking potentially malicious LoginAsEvent activities with a Transaction Security policy.
    1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Enterprise, Performance, and Unlimited editions where Event Monitoring is enabled.
    2. This change is available to customers who purchased Salesforce Shield or Salesforce Event Monitoring add-on subscriptions.
    3. You can create a new Transaction Security policy based on LoginAsEvent using Condition Builder or Apex.
  14. Track Network Performance Metrics: – Bolster your security posture by receiving alerts and blocking potentially malicious LoginAsEvent activities with a Transaction Security policy.
    1. This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Enterprise, Performance, and Unlimited editions where Event Monitoring is enabled.
    2. This change is available to customers who purchased Salesforce Shield or Salesforce Event Monitoring add-on subscriptions.
    3. You can create a new Transaction Security policy based on LoginAsEvent using Condition Builder or Apex.

Salesforce Mobile App Enhancements

Easily resolve sync issues with offline record drafts by using the new force sync button in the Offline App. Mobile customer service agents can now transfer messaging sessions and send compatible messaging components with Messaging in the Salesforce mobile app. Access hyperlinks in reports from anywhere with Enhanced Reports on the Salesforce mobile app.

  1. Access Linked Resources Anytime, Anywhere in Enhanced Reports on Salesforce Mobile:You can now see and open hyperlinks in Enhanced Reports on the Salesforce mobile app to keep your workflow uninterrupted and maintain productivity. Previously, you needed a desktop site to interact with an embedded link.
    1. This change applies to Lightning Experience and the Salesforce mobile app for iOS and Android in Professional, Developer, Enterprise, and Unlimited editions. 
    2. <<When>>
      1. Hyperlinks in Enhanced Reports on mobile are available the week of October 14, 2024.
  2. Restart Offline Draft Syncs with One Tap:- When you create, update, or delete a record in the Offline App, each data change is recorded as a draft. When you’re back online, those drafts are uploaded and data on the server is downloaded to your mobile device. Sometimes, like when your network connection is weak, that upload can get stuck and fail to complete. Instead of doing multiple troubleshooting steps to stop and start the sync again, you can now click the force sync button after any network issues are resolved to restart the upload.
    1. This change applies to the Salesforce Mobile App Plus for iOS and Android on phone and tablets in all editions, except Database.com.
    2.  Mobile Offline is available in orgs with the Salesforce Mobile App Plus license and to users within that org who have the Mobile Offline for Salesforce Mobile App Plus user permission.
  3. Messaging in the Salesforce Mobile App Is Now Generally Available: – Modernize your customer service by letting agents message customers from the Salesforce mobile app. Messaging in the Salesforce Mobile App was in beta in Summer ’24 and is now generally available.
    1. This change applies to all enhanced messaging channels and Messaging for In-App and Web. 
    2.  Users with a Messaging User permission set license can message customers in the Salesforce app.
    3. <<Steps to Implement>>
      1. To accept or send messages, agents sign in to the Salesforce app and make themselves available in the Omni widget.
  4. Boost Your Sales Productivity with a Seller-Focused Mobile App (Generally Available): – The Seller-Focused Sales Mobile Experience helps you easily track and update accounts, contacts, leads, and opportunities while on the go.
    1. Seller-Focused Sales Mobile Experience for Android and iOS on phones and tablets in all editions, except Database.com.
    2. <<When>>
      1. This app is available in October 2024.

Check out the resources below to learn about some of the most exciting innovations before officially GA on October 04th!

Formative Assessment:

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