Release Note Changes

Read about changes to the release notes, with the most recent changes first.

December 4, 2018

UI Improvements in the Pardot Lightning App
Added a release note to announce UI updates.
Send Engage Campaigns from More Places
Added a release note to announce feature improvements.

November 30, 2018

Build Your Own Salesforce CLI Plug-In to Get Just What You Need (Generally Available)
Updated the release date for Salesforce Plug-In Generator to December 6, 2018.

November 27, 2018

Retention Limit for Field History Data Is Now Enforced
Updated to clarify the 18-month retention policy.
Customize Einstein Email Insights to Fit Your Business
Updated to reflect that users need the Customize Application permission to create custom email insights.
Reach Out to the Right People with Recommended Connections
Updated to reflect all prerequisites for using the feature.
Guide Your Users’ Transition to Lightning Experience with Change Management Resources
Updated to reflect the correct name of the app.
Open Hyperlinks in Formula Fields Correctly
Added a critical update that correctly honors the target values for hyperlinks contained in formula fields.
Generate Survey Invitations Automatically
Automate generating survey invitations when a record is updated by using the Process Builder.
Build Your Own Salesforce CLI Plug-In to Get Just What You Need (Generally Available)
Added a release note for the November 29, 2018 GA of Salesforce CLI Plug-In Generator.

November 14, 2018

Explore Features with Trailhead
Announced new module: Advanced Territory Management.
New Objects
Added ForecastingShare.
Metadata API
Updated the change to ForecastingSettings.
Notification Banner Permission Changes
Announced changes to notification banner permissions.
Salesforce CLI: Join the Evolution
Clarified that the new force:source commands aren’t intended for production orgs.
Control Access to Activities
Announced a new user permission: Access Activities.
Bot Clicks Filtered from Pardot Actions and Reports
Added information about default visitor filters.
Include Partner Users on Teams in Lightning Experience
Added an announcement that account teams using Lightning Experience can now include partner users in addition to internal users. This change also applies to opportunity teams using Lightning Experience, account and opportunity teams using Lightning communities, and account and opportunity teams using all versions of the Salesforce app..

November 7, 2018

Reach Out to the Right People with Recommended Connections
Corrected the content to remove mention of person accounts.
Guide Your Users’ Transition to Lightning Experience with Change Management Resources
Added announcement about the new Change Management app for Lightning Experience.

October 31, 2018

Deploy Active Processes and Flows Using Change Sets or Metadata API
Clarified that the new setting is available only in production orgs.
Quickly See Whether Customers Open Email from Your Company
Added details about how email tracking works.
Turn Off Email Tracking for Specific People
Added details about how email tracking works.
Use Sharing Sets with Contacts with Multiple Accounts (Beta)
Corrected setup instructions and beta note.
Give Communities Users Analytics Insights Under the New License
Added announcement of Analytics for Communities support of the new Lightning External Apps Plus license.

October 24, 2018

Review Trust and Compliance Documentation
Added updates to our Trust and Compliance documentation.
Retention Limit for Field History Data Is Now Enforced
Updated the Field History Tracking delete language to clarify how long the grace period is before data is deleted.
Productivity Features: Lightning Experience Considerations
Revised considerations for working with event series (beta) in Lightning Experience.
Winter ’19 Features That Are Different or Not Available in the Salesforce App
Revised considerations for working with event series (beta) in the Salesforce mobile app.
Changed Objects
The SharedForecastManagerRoleId field in ForecastingShare can now represent a territory whose forecasts you want to share.
View Page Performance by Browser and Other New Metrics in the Lightning Usage App
Revised to add link to Salesforce Help article: Get Lightning Experience Adoption Insights from Custom Reports.

October 22, 2018

Ensure Access to Documents with Proper Permissions
Users need the correct profile permission to access documents in Salesforce Classic.

October 17, 2018

New Analytics Templates: Analyze Data from Multiple Orgs in Sales App, Get Instant Insights into B2B Commerce Metrics
Announcing two new Analytics templates.
Role Hierarchy Filter Requires a Role Selection
Added new topic covering role hierarchy filter updates to reports In Lightning Experience.
Update Subtopic Elements on Headline Component in Your Community
If you’re using the Headline component in your community and showing subtopics on your topic detail page, you may need to update a few selectors. Still planning to continue using custom CSS overrides? Then migrate them after you update the template.
Turn Off Email Tracking for Specific People
Updated information about fully setting up data protection and privacy for email tracking.
Quickly See Whether Customers Open Email from Your Company
Updated information about where email tracking doesn’t apply and added information about email tracking for emails sent before the Winter ‘18 release.
Filter Search Results for Custom Objects
Getting too many results for custom objects? Filter them and find the right one.
Quickly See Whether Customers Open Email from Your Company
Updated information about where email tracking doesn’t apply.
Watch Videos (English Only)
Updated the video about using Collaborative Forecasts in Lightning Experience.
Search and Share List Views and Filter Campaign Related Lists
Added new topic covering additions to Record List component functions in Communities.
Export Themes, Just like Whole Sites and Pages
Corrected availability listing for feature.
Validate Head Markup as You Type
Corrected availability listing for feature.
Set Allocations and Limits for Scratch Org Features
Added information for how to set allocations and limits for some scratch org features.
Access External Insurance Claims Data
Added new topic introducing the Health Cloud claims data model.
Use Lightning Data Service in More Containers
Added information about expanded support for Lightning Data Service
Enable CDN to Load Lightning Experience Faster
Corrected effect of availability listing for feature in Communities.
Invite Person Accounts to Participate in Surveys
You can now send survey invites to people associated with person account records.
View a Person Account’s Survey Invitations
The new Survey Invitation related list shows which surveys a person account has been invited to take.
Choose Whether Participants Must Log In to Take a Survey
You can choose whether to require participants to log in to take a survey.
Give Guest Users Permission to Create Surveys and Ideas
You can now give guest users in your community permission to create, view, and update surveys. You can also give guest users in your community permission to view ideas.
Customizable Forecasting Is Being Retired
Customizable Forecasting is scheduled for retirement in all Salesforce orgs as of Summer ’20.
Territory Management Is Being Retired
The original territory management feature is scheduled for retirement in all Salesforce orgs as of Summer ’20.
Help Customers Help Themselves with Einstein Bots
Added a See Also link to a new topic in the Financial Services Cloud Administrator Guide.
Changed Objects
Surveys can now be associated with ServiceAppointment and custom objects.
Recover Your Unsaved Text After Getting Timed Out
If the application has updates, no modal displays. Instead, the page reloads as it did before Winter ’19.

October 10, 2018

New Objects
Added a new API object ContentDocumentListViewMapping that associates list views and Quip documents.
Metadata API
Added the isVisibleByExternalUsers field to the ContentAssets object, which allows asset files to be visible to unauthenticated users.
Watch Videos (English Only)
Added a new video about connecting to Salesforce in Gmail.
Use Engage for Gmail Extension with the New Gmail UI
Added a note about Gmail’s new UI support.
Improve Your Salesforce Implementation with Optimizer
Optimizer version 2.7 was released with updates to the top success resources.
Einstein Insights: Access Account and Opportunity Insights from Your Mobile Device (Beta)
Added a release note about a mobile feature available for Salesforce for Android and iOS.
Einstein Data Insights: Learn More from Your Reports (Generally Available)
Einstein Data Insights is now generally available with enhanced functionality.
Metadata API
Added information about new metadata types that support Omni-Channel: OmniChannelSettings, PresenceDeclineReason, PresenceUserConfig, QueueRoutingConfig, ServiceChannel, and ServicePresenceStatus.
Field History Tracking
Clarified the length of the grace period to recover field history data older than 18-months.
Salesforce CLI: Join the Evolution
Provided information on all the new features and changes in Salesforce CLI v44, which releases on October 13, 2018.
Executive News Articles No Longer Available
Added release note to announce that the News component and News app no longer include articles about company executives.
Run a Full Sync Without Contacting Pardot Support
Added a release note about a new feature available to Pardot admins.
New Objects
Added a new standard object RemoteKeyCalloutEvent that records event information for callouts that fetch encrypted key material from a customer endpoint.
Use Lightning Data Service in More Containers
Added information about expanded support for Lightning Data Service.

October 5, 2018

Improve Security for Sites and Communities by Restricting Record Access for Guest Users
Added a release note about a critical update that restricts record access for guest users in sites and communities.

October 4, 2018

Removed: View Your Community Like a Guest
This feature isn’t quite ready for showtime, so we’re removing it for now while we make improvements. We’ll let you know once it’s back up.

October 3, 2018

Enable Operational Email
Added a setting to enable operational emails in Pardot.
Quickly See Whether Customers Open Email from Your Company
Clarified that email open tracking isn’t available with Email-to-Case.
Customize Einstein Email Insights to Fit Your Business
Clarified that custom Einstein Email insights are available in the Salesforce Inbox mobile app, but aren’t available with Einstein Activity Capture standard.
Share More Sharing Settings in Einstein Analytics
Clarified the coverage enhancement for the opportunity object.
Multi-File Upload Not Available for Microsoft Internet Explorer Versions 9 and 10
Updated browser version to IE10 instead of IE11. Specified that this change applies to the Files tab in Salesforce Classic.
Einstein Forecasting: Optimize Your Forecasting Model with Custom Fields
Clarified that the feature is generally available rather than beta.
Salesforce CLI: Join the Evolution
Clarified that the new non-source-tracked org commands are in beta.
Scratch Orgs: More Features and Supported Metadata Types
Added that you can enable Dev Hub in Developer Edition orgs.
Help and Training
Added new Trailhead trails, modules, and projects, instructional videos, and a new implementation guide for Salesforce Engage.
Align Sales and Marketing on a Single Platform with Pardot in Lightning Experience (Generally Available)
Removed enablement instructions.
Removed moment Global Variable
Prior to Winter ’19, customers could access the moment global variable that’s part of Moment.js. This usage of moment in custom Lightning components was never intentional or supported.
Metadata API
Added information about the enableE2CSourceTracking field on the CaseSettings type.
Leads: Reject Leads That Don’t Use reCAPTCHA
Clarified information about the impact of the Require reCAPTCHA Verification setting on existing orgs that use reCAPTCHA.
Fight Spam—Reject Cases Without reCAPTCHA Verification
Clarified information about the impact of the Require reCAPTCHA Verification setting on existing orgs that use reCAPTCHA.
Use Multi-Select Picklists Easily in Lightning Experience
Added information about improvements to multi-select picklists in Lightning Experience
Inbox: Get More Relevant Suggestions with Custom Einstein Email Insights
Added an entry about Custom Einstein Email Insights being supported in the Salesforce Inbox mobile app.
Add Code Snippet Settings to Your Communities Snap-Ins
Clarified that this feature isn’t available until October 16, 2018.
Ensure Consistency and Compliance in Customer Engagement Processes with Action Plans
Added screenshots.
Get a More Holistic View of Customers with Commercial Banking
Added screenshots.
Use the Improved Rich Text Editor
Added a release note about changes to how Salesforce CPQ handles rich text fields.
Setting Price Rates for Usage-Based Products (Beta)
Added links to information about usage-based products.
Generate Subscriptions Without End Dates
Added links to information about evergreen subscriptions.
Change Revenue Schedule Available Balances with Revenue Adjustments
Added a link to information about revenue adjustments.
Recover Your Unsaved Text After Getting Timed Out
Added a screenshot and explanation for application updates that require a refresh.
New and Changed Lightning Components
Added a note that URLs for the lightning:isUrlAddressable and lightning:navigation components are case-sensitive.
Predict What’s Next in Your Business with Einstein Prediction Builder (Beta)
Announced that Einstein Prediction Builder continues its beta program in this release.

September 19, 2018

The Lead Change Analytics Template Helps You Convert Leads to Business
Announcing new template to provide insight into lead conversions for customers who track lead history.
Streamline Connected App Integrations with OAuth 2.0 Endpoints (Beta)
The dynamic client registration and token introspection endpoints support the login.salesforce.com URL only after all instances are upgraded to the Winter ’19 release. If you enable these endpoints before all instances are upgraded to Winter ’19, use a My Domain, community, or instance URL.
Locker API Viewer in the Component Library
Access the Locker API Viewer in the Component Library.
Evaluate and Benchmark JavaScript Code with Locker Console
Use this new tool in the Component Library to evaluate JavaScript code for Locker Service compatibility.
User Profile Image Storage on Android
To prevent crashing on Android L devices, the Field Service Lightning Android Mobile App 4.1.1 patch, released September 11, 2018, puts user profile images in external device storage. The new permission is automatically enabled with the patch.
Extend Flows with Third-Party Systems and Apps Using Flow Solutions on AppExchange
Added a release note announcing flow solutions on Salesforce AppExchange.
Deliver More Personalized and Appropriate Care with Utilization Management
Specified that the utilization management features become available after Winter ’19 release is complete.
Unify Membership, Benefits, and Preauthorizations with the Health Insurance Data Model
Specified that the insurance data model features become available after Winter ’19 release is complete.
Einstein Discovery: Integrated in Einstein Analytics
Added a section about Einstein Discovery integrated into Analytics and other new features.
Analytics Mobile Apps: Push Notifications, Dynamic Pages, Offline (pilot), New Charts, and New Widgets
Added a section about the new features for Einstein Analytics for iOS and for Android.

September 12, 2018

The Approval Analytics Template Gives You Instant Insight into Your Approval Processes
Announcing new Analytics Templates to help customers analyze approvals processes.
Pricing, Subscription Templates Take Salesforce CPQ Analytics to a New Level
Announcing new Analytics Templates for Salesforce CPQ customers.
Avoid Data Drift with Periodic Full Sync
Updated name of mode from Sync Mode to Connection Mode.
Turn Off Email Tracking for Specific People
Clarified which data protection and privacy preferences Salesforce email honors.
Customize Einstein Email Insights to Fit Your Business
Added Essentials as a supported edition. Clarified that custom email insights don’t apply to person accounts.
Act on Einstein Email Insights
Added Essentials as a supported edition.
Reach Out to the Right People with Recommended Connections
Added Essentials as a supported edition. Clarified that recommended connections apply to contacts, leads, and person accounts. Explained that you need to add the recommended connections component to contact, lead, and person account page layouts.
Salesforce for Outlook Not Available for Customers New to the Product
Clarified that orgs with any users logging into Salesforce for Outlook over the last release (Spring ’18) don’t lose access to the product in Winter ’19.
You Asked for It!
Added Ideas that we delivered.
Help Customers Help Themselves with Einstein Bots
Corrected the license name to Einstein Bots.
Setting Price Rates for Usage-Based Products (Beta)
Added release note for the usage-based products beta feature.
Set Up Salesforce CPQ Winter ’19
Added release note for revenue amount fields.
Set Up Salesforce CPQ Winter ’19
Added setup and installation instructions for Salesforce CPQ Winter ’19. Clarified install path for CPQ users on versions before 214.12.2.
Control Community User Visibility (Beta)
Added closed beta feature that controls member visibility on a community-by-community basis.
Quickly See Whether Customers Open Email from Your Company
Clarified how email open tracking works with Einstein Activity Capture.
Move Actions and Buttons Easily When Transitioning to Lightning Experience (Beta)
Updated the list of supported objects and required permissions.
Enhancements to JavaScript Buttons in the Lightning Experience Configuration Converter
Updated list of required permissions.
Learn Why Users Are Switching Back to Salesforce Classic
Updated label of the section on the setup page.
Keep Users in Lightning Experience
Updated to indicate that orgs that don’t contain custom profiles can’t use the feature.
Roll Out the Welcome Mat for New Lightning Experience Users
Updated label of the section on the setup page.
Monitor Your Processes and Flows with New Usage-Based Entitlements
Clarified that the information is about the Usage-based Entitlements related list.
Dev Hub: Now Available in Developer Edition and Trial Orgs
Announcing that you can enable Dev Hub in Developer Edition and trial orgs.

September 11, 2018

Test Scheduled Actions and Waiting Flows with Apex
Removed a note that incorrectly announced the ability to test scheduled actions and waiting flows with Apex.

September 5, 2018

Retail Banking Template For Financial Services Cloud Customers Helps Deepen Customer Relationships and Attract New Clients
Announcing new Analytics template for Financial Services Cloud customers.
Veeva CRM Customers: Visualize Sales Processes and Performance With Salesforce Analytics for Veeva Template
Announcing new Analytics template for Veeva customers to manage sales call processes.
It’s About Time—Date Format for Spanish Locales
Removed a note that incorrectly announced the repair of Chatter date and time stamps that are localized to Spanish.
Track File Stats with the File Engagement Card
Added a release note about the File Engagement card on the file detail page.
New and Changed Lightning Components
Added new attributes to the lightning:fileCard component that controls the display of the file description caption.
Enable CDN to Load Lightning Experience Faster
Clarified that this setting doesn’t affect any version of the Salesforce app.
Lock Down Information During Installation of Installation-Key-Protected Unlocked Packages
Removed references to passwords.
More Metadata Components Are Hard-Deleted in Unlocked Packages
Removed FlowDefinition from the list of hard-deleted metadata components.
Opt Out of Instanceless My Domain URLs
Added a release note about deactivating the CRUC that enabled instanceless My Domain URLs.
Adopt Instanceless My Domain URL Best Practices
Added a release note about creating packages that support instanceless URLs.
Salesforce CLI: Join the Evolution
Added information for a new command, force:source:delete.
Changed Objects
Event series fields are read-only in the API.
Opportunities: Edit Rights for Previous Team Owners and Partner Users on Teams
Specified that this enhancement is also available in the Salesforce app.
Get More Configuration Options with Scratch Org Settings
Scratch org settings are a new format to replace org preferences in the scratch org definition file.
Let Partners Dispatch from Communities
Corrected the license requirements for using the dispatcher console in a community.
Change Your View with Display Density Settings
Corrected the name of the setup page to Density Settings.
Changed Objects
Under EventLogFile, in the Wave Change event type, the IS_EMBEDDED and IS_EMBEDDED_IN_COMMUNITY fields were removed.
Share and Organize Macros and Quick Text in Folders
Corrected the information about using split view with macros and quick text when folders are enabled.

August 29, 2018

Add Attachments to List Emails
Removed references to email actions.
Require Unique Usernames for Partners at the Org Level
Added a note stating that uploads using Data Loader, Excel Import, and Sendia are not available to partner users with this preference enabled.
Reminder About Loss of Functionality for Earlier Salesforce for Outlook Versions
Clarified that Microsoft Internet Explorer versions 8, 9, and 10 support ended in Spring ’17. As a result of that change, earlier versions of Salesforce for Outlook lose some functionality because they were built to run on those browsers.
New Objects
Added the Audience object.
Upgrade Flow Files to API Version 44.0 with the Salesforce CLI
Added information to the How section to indicate to first install the pre-release version of Salesforce CLI.
Securely Retrieve and Display Third-Party Images in Visualforce Pages
Added a release note announcing IMAGEPROXYURL function.
Improve Security by Isolating Untrusted Third-Party Content with iframes
Added a release note about using iframes to isolate content on a separate domain.
Run the Einstein Readiness Assessor in Sandbox
Added information about sandbox support.
Enhancements to JavaScript Buttons in the Lightning Experience Configuration Converter
Added announcement detailing enhancements to the JavaScript Buttons feature in the Lightning Experience Configuration Converter.
Improve Your Salesforce Implementation with Optimizer
Added announcement detailing enhancements the Salesforce Optimizer for version 2.6.
Automate More Business Processes with Increased Per-Org Limits
Corrected information in the Why section to indicate that two limits are for each process or flow type and not all process and flow types combined.
BatchApexErrorEvent
Added the BatchApexErrorEvent object.
New Apex Exceptions
Added the exception Auth.DiscoveryCustomErrorException.
Removed: Drive Compelling Customer Experiences at Enterprise Scale with Salesforce IoT Advanced
Removed entry for Salesforce IoT Advanced due to changed availability in Winter '19.

August 20, 2018

Salesforce Winter ’19 Release Notes
Published preview release notes.