How and When Do Features Become Available?

Some features in Spring ’20 affect all users immediately after the release goes live. Consider communicating these changes to your users beforehand so that they’re prepared. Other features require direct action by an administrator before users can benefit from the new functionality.

Supported Browsers

We’ve made some changes to our supported browsers documentation, making it easier to find what you need. Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Supported Browsers for Lightning Experience check icon indicating true
Supported Browsers for Salesforce Classic check icon indicating true
Supported Browsers for Einstein Analytics check icon indicating true

Salesforce Overall

Get ready for Lightning Experience with an enhanced Lightning Experience Configuration Converter, and guide your users with customizable in-app prompts. Empty your Recycle Bin in Lightning Experience with a single click and manage your deleted reports and dashboards. Work faster with App Launcher enhancements, use the latest Lightning Experience features with the Lightning Extension, and literally say “Hello!” to Einstein with Einstein Voice Assistant.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Lightning Experience Transition: Critical Update, Configuration Converter, Readiness Check
Turn On Lightning Experience Critical Update Activates Starting January 7, 2020
Lightning Experience is Permanent After It’s Enabled check icon indicating true
Default User Experience After Lightning Experience Is Turned On check icon indicating true
Lightning Experience Configuration Converter: New Home Tab, Convert JavaScript Alerts
Manage All Lightning Experience Configuration Converter Tabs from One Place (Beta) check icon indicating true
Convert JavaScript Alerts to Lightning Components check icon indicating true
Convert JavaScript Buttons on Contract and Task Objects check icon indicating true
Use the Readiness Check to Guide Your Lightning Experience Transition check icon indicating true
Lightning Experience Engagement: In-App Guidance Prompts
In-App Guidance: Profile Filtering, Videos, and Translation Support
Specify Profiles When Creating Prompts check icon indicating true
Add Videos to Docked Prompts check icon indicating true
Use Translation Workbench to Maintain Prompt Labels check icon indicating true
Customize When Prompts Appear to Users check icon indicating true
Other User Interface Changes: Prompts check icon indicating true
Delayed Availability: Give Feedback to Salesforce (not immediately available) check icon indicating true
Prepare for Google Chrome’s Changes in SameSite Cookie Behavior That Can Break Salesforce Integrations check icon indicating true
Empty the Recycle Bin in One Step check icon indicating true
Access Reports and Dashboards in the Recycle Bin check icon indicating true
Get a Boost with App Launcher Enhancements check icon indicating true
Try New Lightning Experience Features with the Lightning Extension for Chrome (Generally Available) check icon indicating true
Einstein Voice Assistant: Get More Done on the Run (Beta) check icon indicating true
Simplify Logins and Profiles on Salesforce-Related Sites with Trailblazer.me check icon indicating true
Search
See the Related Account When You Search for Contacts or Opportunities check icon indicating true
Create a Filtered List of Records Using New Time-Related Conditions (Beta) check icon indicating true
See a Preview of Related List Records (Beta) check icon indicating true
Get Search Results for More Objects check icon indicating true
Salesforce Surveys: Customizable Participant Journey
Insert Responses from a Previous Question check icon indicating true
Jazz Up Your Surveys with Images check icon indicating true
Improve Your Net Promoter Score® with a Color-Coded Scale check icon indicating true
Display Questions Based on Participant Responses check icon indicating true
Let Participant Responses Determine Their Path check icon indicating true
Move to the Next Page with One Less Click check icon indicating true
Enjoy an Enhanced User Experience check icon indicating true
Question Type Names Changed check icon indicating true
Turn Customer Survey Data into Actionable Intelligence with Customer Lifecycle Analytics check icon indicating true
Permission Change for Survey Email Branding check icon indicating true
Lightning Scheduler: Guest User Scheduling, Chronos for Lightning Scheduler, and Simplified Setup
Let Guest Users Schedule Inbound Appointments check icon indicating true
Simplify Setup with Lightning Scheduler Setup Assistant check icon indicating true
Pair Lightning Scheduler with Einstein Bots check icon indicating true
Enforce Skill Matching check icon indicating true
Access a Service Appointment from an Assigned Resource check icon indicating true
Do More with Lightning Scheduler API Calls check icon indicating true
Navigate to a Record’s Create Page with Default Field Values check icon indicating true
Power Up Your Related Lists with Enhanced Related Lists (Generally Available) check icon indicating true
Require Secure HTTPS Connections (Critical Update) check icon indicating true
Open Hyperlinks in Formula Fields Correctly (Previously Released Critical Update) check icon indicating true
Keep Working with Tab-Focused Dialogs (Previously Released Critical Update) check icon indicating true

Salesforce CMS

Reuse your Salesforce CMS content across varied channels, both inside and outside Salesforce, including Commerce Cloud, Marketing Cloud, and Heroku. CMS Home makes it easy to jump into CMS Workspaces and Experience Builder from the Salesforce CMS app. And with flexible layouts, you can achieve the optimal layout for your custom content pages.

Essentials

Get your support emails into Salesforce faster by directly connecting your Google account to Email-to-Case. Tidy your case list with Case Merge. If you use Chat & Messaging, offer customers a menu of ways to contact you with a channel menu in your embedded chat window. The Salesforce mobile app reflects your personalized navigation in Essentials and prioritizes the information you use the most.

Sales

High Velocity Sales managers can branch sales cadences based on email engagement, and sales reps can schedule when emails are sent. Let reps share their workload by assigning tasks to queues. Use Salesforce Billing Revenue Recognition API to report on revenue recognition at any stage of the sales and finance process. Einstein Opportunity Scoring is available without a Sales Cloud Einstein license. Collaborative Forecasts now supports inline editing in the opportunity list. Sales reps can specify email arrival times to increase the chances of an email being read. And Pardot adds new analytics tools, including a dashboard for Einstein Behavior Scoring and an Account-Based Marketing analytics app template.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
High Velocity Sales
Sales Cadences
Customize Outreach Based on Email Engagement check icon indicating true
Send Emails Automatically from Sales Cadences check icon indicating true
Preview Linked Sales Cadences check icon indicating true
View Call Result Groupings When Building Sales Cadences check icon indicating true
Schedule and Manage Scheduled Emails in High Velocity Sales check icon indicating true
High Velocity Sales Reporting: Lead Performance Dashboard and Operational Report Improvements
See How Fast Your Team Is Working Their Leads (Beta) check icon indicating true
See More Information in Sales Cadence Reports check icon indicating true
Give Reps the Weekend off from Sales Cadences check icon indicating true
Use the API to Inspect Sales Cadences check icon indicating true
See More Details in the Work Queue check icon indicating true
Enable Inbox Features for High Velocity Sales in a New Location check icon indicating true
Sales Users Can Filter Sales Cadence Steps in the Activity Timeline check icon indicating true
Keep Sales Cadences Moving Without a Built-In Calling Solution check icon indicating true
Sales Cloud Einstein check icon indicating true
Core Sales Features
Opportunities
Focus on the Right Deals with Opportunity Scores (not immediately available) check icon indicating true
Use Filters to Narrow Opportunity Product Searches in Lightning Experience check icon indicating true
Collaborative Forecasts
Update Multiple Deals from the Forecasts Page in Lightning Experience check icon indicating true
Get More Options for Territory Forecasts check icon indicating true
Enterprise Territory Management
Enhance Your Account Reports with Territory Details check icon indicating true
Get More Territory Forecast Types check icon indicating true
Contacts
Automate Processes for Opportunity Contact Roles check icon indicating true
Use Account Criteria to Search Contacts for List Emails in Lightning Experience check icon indicating true
Leads check icon indicating true
Price Book Entries check icon indicating true
Path check icon indicating true
Other Changes in Core Sales Features
Clone Opportunities or Campaigns Along with Their Related Records check icon indicating true
Customize Account and Opportunity Team Related Lists check icon indicating true
Enable Manual Account Sharing in Enterprise Territory Management (Critical Update, Enforced) check icon indicating true
Customizable Forecasting Is Being Retired check icon indicating true
Original Territory Management Is Being Retired check icon indicating true
Permission Changes for Collaborative Forecasts and Fiscal Year Settings check icon indicating true
Permission Changes to Original Territory Management check icon indicating true
Productivity Features
Email Experience
Schedule and Manage Scheduled Emails in Lightning Experience check icon indicating true
Use Drafts to Perfect Your List Emails check icon indicating true
Quickly Identify Contacts for List Emails with Account Criteria in Lightning Experience check icon indicating true
Enable Compliance BCC Emails in Professional Edition check icon indicating true
Set Up Enhanced Email Relays (not immediately available) check icon indicating true
Get Ready for Email Address Internationalization in Summer ’20 check icon indicating true
Track Changes to Send Email Access Level check icon indicating true
Email Certificate Authority List Was Standardized check icon indicating true
Email Templates
Create Problem-Free Merge Fields More Easily check icon indicating true
Manage Email Templates from the Template Home Page check icon indicating true
Activities check icon indicating true
Einstein Activity Capture
See the Whole Conversation with Email Threading check icon indicating true
Find Einstein Activity Capture User Settings in New Location check icon indicating true
Connect Salesforce to Your Microsoft Exchange Endpoint check icon indicating true
Inbox Mobile App check icon indicating true
Legacy Inbox App
Notes check icon indicating true
Calendar
View Event Details Faster Than Ever check icon indicating true
Create Object Calendars from the API check icon indicating true
Lightning News check icon indicating true
Gmail™ Integration
Know Which Recipients Have Email Restrictions in the Gmail Integration check icon indicating true
Classify the Events Logged to Salesforce from the Gmail Integration check icon indicating true
Work More Efficiently with Email Templates in the Gmail Integration check icon indicating true
Schedule High Velocity Sales Emails to Send Later check icon indicating true
Enable Inbox Features for the Gmail Integration in New Location check icon indicating true
Integration with Microsoft®
Outlook® Integration
Know Which Recipients Have Email Restrictions in the Outlook Integration check icon indicating true
Classify the Events Logged to Salesforce from the Outlook Integration check icon indicating true
Work More Efficiently with Email Templates in the Outlook Integration check icon indicating true
Schedule High Velocity Sales Emails to Send Later check icon indicating true
Enable Salesforce Inbox Features in New Location check icon indicating true
Lightning Sync for Microsoft® Exchange®
Connect Microsoft Exchange with Salesforce Using NTLM Authentication Protocol check icon indicating true
Required Setting Change for Microsoft Office 365 Customers check icon indicating true
Salesforce for Outlook check icon indicating true
Salesforce CPQ and Billing
Salesforce CPQ
Order Usage-Based Products with Evergreen Subscriptions check icon indicating true
Do More with Improved Price Rules in the Configurator check icon indicating true
Apply Edit Rules Efficiently in the Configurator check icon indicating true
Logic Updated for Percent Values in Price Action Formulas check icon indicating true
Expand or Collapse Bundles by Default check icon indicating true
Enable Manual Edits for Quote Line Consumption Rates check icon indicating true
Transition from Managed Package Licenses to Permission Set Licenses check icon indicating true
Prevent Creation of Backdated Amendments check icon indicating true
New Permissions for Previewing Quote Documents check icon indicating true
Salesforce Billing
Recognize Revenue Anywhere check icon indicating true
Create Finance Periods for Custom Date Ranges check icon indicating true
Automate Conversion of Negative Invoice Lines check icon indicating true
Fixed Bug Preventing Users from Accessing Billing Visualforce Pages
Pardot
Explore Factors That Determine Behavior Scoring check icon indicating true
Use Einstein Discovery Predictions to Enhance Account-Based Marketing Strategy (Pilot) check icon indicating true
Explore Engagement History Data on Leads and Contacts check icon indicating true
See Most Engaged Accounts on Campaign Records check icon indicating true
See Engagement Activities on List Email Records check icon indicating true
Reveal Relationships Between Accounts and Campaigns check icon indicating true
Dataset Changes in B2B Marketing Analytics Apps check icon indicating true
Retiring B2B Marketing Analytics Legacy Apps
FullContact Connector Is Scheduled for Retirement on January 31, 2020 check icon indicating true
Other Changes in the Sales Cloud
Data.com check icon indicating true

Service

Connect with customers using the channels they prefer by adding an Embedded Service Channel Menu to your website. Help your agents resolve cases faster with Einstein Article Recommendations. Combine duplicate cases with Case Merge. Message with customers internationally using WhatsApp. Set up shifts for Field Service to schedule work that’s outside of the usual schedule, such as holiday hours or occasional overtime (beta).

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Einstein for Service
Einstein Article Recommendations (Generally Available) check icon indicating true
Einstein Reply Recommendations (Pilot) check icon indicating true
Einstein Bots
Create Tailored Chatbot Experiences with Conditional Messaging check icon indicating true
Handle Errors Gracefully Using Conversation Repair check icon indicating true
Train Your Bot Faster with the Upgraded Model Management Dashboard check icon indicating true
Improve Your Bot with Granular Conversation Logs check icon indicating true
Create Smart Transfers over SMS with Agent Availability check icon indicating true
Increase Customer Engagement with the Chatbot Typing Indicator check icon indicating true
WhatsApp: Now Available for Einstein Bots check icon indicating true
Einstein Bots: Other Bot Updates check icon indicating true
Einstein Case Classification
Improve Einstein Field Value Predictions with Segments and Example Data check icon indicating true
Manage Multiple Models with a New Setup Page Experience check icon indicating true
Improve Predictions with More Data check icon indicating true
Try Einstein Case Classification for Free check icon indicating true
Field Service
Flex Your Field Service Scheduling with Ad Hoc Shifts (Beta) check icon indicating true
Schedule an Appointment That Immediately Follows Another (Beta) check icon indicating true
Build Smart Schedules with Enhanced Optimization (Generally Available) check icon indicating true
Assign Work to the Minimally Qualified or Most Skilled Resource check icon indicating true
Improve Field Service Wellness with Health Check (Generally Available) check icon indicating true
Get the Lowdown on Work Orders Generated from Maintenance Plans check icon indicating true
Work Capacity Data Model No Longer Available
Field Service Mobile App
Stay Informed with an Improved Offline Priming UI check icon indicating true
Protect Sensitive Data with Security Attributes check icon indicating true
Do More in the Mobile App with Global Actions check icon indicating true
Run Service Report Flows in Android check icon indicating true
Channels
Messaging
Reach More Customers More Quickly with Short Codes in the US check icon indicating true
Support Your Customers with WhatsApp (Generally Available) check icon indicating true
Stay in the Clear with Consent Management check icon indicating true
Strike Up Conversations from More Record Types check icon indicating true
Create Unique Sensitive Data Rules for Messaging check icon indicating true
Say Arrivederci to Messaging Support for SMS in Italy check icon indicating true
Embedded Service for Mobile Apps check icon indicating true
Embedded Service for Web
Hello! Meet the Channel Menu (Generally Available) check icon indicating true
Set Language for Labels in the Code Snippet check icon indicating true
Load Embedded Chat Quicker check icon indicating true
Improve Mobile Accessibility for Web Chat check icon indicating true
Customize Chat with Lightning Web Components check icon indicating true
Knowledge
Compare Versions of an Article to See What Changed (Beta) check icon indicating true
Spread Knowledge by Linking to Articles in Chat and Messaging check icon indicating true
Show or Hide Field Labels and Skip Related Files from Inserted Articles check icon indicating true
Resize Images in Rich Text Fields in Google Chrome check icon indicating true
Control File Attachments for Drafts and Draft Translations check icon indicating true
Set the Default Access for Files Attached to Articles check icon indicating true
Find and Organize Articles with More Data Categories check icon indicating true
Routing
Keep Your Omni-Channel Supervisor Filters check icon indicating true
Make More Room to Work—Minimize the Omni-Channel Widget When Work Is Accepted check icon indicating true
Route Chats Directly to Agents Who Aren't in the Queue check icon indicating true
Case Management
Cases
Combine Duplicate Cases with Case Merge (Generally Available) check icon indicating true
Customize How Timestamps Display in the Case Feed check icon indicating true
View and Edit Case Details from the List View with Case Hover in Lightning Experience check icon indicating true
Choose Whether to Show or Hide Closed Statuses in the Case Status Field check icon indicating true
Save Time with Case Escalation Marker check icon indicating true
View Followers from the Case Record Home Page in Lightning Experience check icon indicating true
Insert Code Samples into Case Feed Emails check icon indicating true
Change the Case Owner on the Case Related Record Component Via Inline Edit check icon indicating true
Productivity
Automate Repetitive Tasks with Bulk Macros in Lightning Experience check icon indicating true
Run Macros Faster on Record Home Pages check icon indicating true
Filter Actions by Status in the Actions & Recommendations History Tab check icon indicating true
Make Actions & Recommendations Deployments Mandatory (Critical Update, Enforced) check icon indicating true

Commerce

Salesforce Order Management brings the power of the Salesforce Platform to the world of ecommerce with tools to help you manage every step of the order lifecycle.

Analytics

Analytics includes Reports & Dashboards, Einstein Analytics, and Einstein Discovery. The Spring ’20 Analytics improvements focus on increasing connections and productivity alongside a simplified experience. Build reports faster with a new feature that lets you switch live updates to the report preview on or off. Dashboard builder’s collaborative version management, targeted faceting, and interaction building, can all be completed with clicks not code. Query live Salesforce data directly in Einstein Analytics with Direct Data. Build a predictive model in Einstein Discovery and use what-if analysis to determine possible future outcomes.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Reports and Dashboards
Turn Off Automatic Updates to the Report Preview to Edit Reports Faster (Generally Available) check icon indicating true
Attach Formatted Spreadsheets to Report Subscriptions (Beta) check icon indicating true
Filter Reports by Field Comparisons with Field-To-Field Filters (Generally Available) check icon indicating true
Count Unique Values in Report Results (Generally Available) check icon indicating true
Exclude the Confidential Information Disclaimer from Formatted Report Exports check icon indicating true
Work with Reports and Dashboards in a Right-to-Left Language (Generally Available) check icon indicating true
Export up to 5 Reports at Once Per User check icon indicating true
Legacy Folder Sharing Is Retiring in Winter ’21 check icon indicating true
Einstein Analytics
Data Integration
Visualize Where Dataset, Lens, Dashboard, and Story Data Originates check icon indicating true
Analyze 10X More Data Using the Einstein Analytics Plus License check icon indicating true
Sync from Mulesoft-Connected Data Sources check icon indicating true
Sync Data from Mulesoft-Connected SAP SuccessFactors check icon indicating true
Bring Your Customer 360 Global Profile Data into Analytics (Beta) check icon indicating true
Connect to Your Data in SugarCRM, Zendesk, Teradata, Google Cloud Storage, SAP SuccessFactors, and Zuora AQuA[Pilot] check icon indicating true
Connect to External Salesforce Object Data with Specialized Connectors [Pilot] check icon indicating true
Sync Your Google BigQuery Standard SQL Data check icon indicating true
Sync Marketing Cloud Data with OAuth 2.0 Authentication check icon indicating true
Schedule Data Sync for Your Local Objects with More Granularity check icon indicating true
Filter Data Synced from External Connections check icon indicating true
New Limits for Microsoft Azure SQL Database and Netsuite Connectors check icon indicating true
New Connector Sync Limits for FIPS 140-2 Validated Encryption Orgs check icon indicating true
Provide Dataset Row-Level Access to More Users Automatically check icon indicating true
Save More Dataflows check icon indicating true
Prepare for Automated Schedule Removals in Sandbox and Developer Edition Orgs check icon indicating true
With Pre-Flight Check, Stay Updated as You Enable Einstein Analytics check icon indicating true
Use Current or New Amazon SSL/TLS Certificates from Connected RDS and Aurora Systems check icon indicating true
Prebuilt Templates and Apps
Build Your Own Beautiful Analytics Apps Fast with the Design Analytics Template check icon indicating true
Accelerate Retail Business Results with Einstein Analytics for Consumer Goods check icon indicating true
Get Instant Insights into Survey Data with Einstein Analytics for Salesforce Surveys check icon indicating true
Create the Latest Version of the Einstein Adoption Analytics App Without Installing a Managed Package check icon indicating true
Improve the Reliability of Einstein Discovery Predictions with the Accuracy Analytics Template check icon indicating true
App Building
With Direct Data, Explore Salesforce Data Without Datasets check icon indicating true
Explore Multiple Datasets with a Single Query (Beta) check icon indicating true
Easily Identify Fields in Measure and Group Selectors check icon indicating true
Bindings Are Now Called Interactions check icon indicating true
Creating Interactions Just Got Easier with the Advanced Interaction Editor check icon indicating true
Create Dynamic Reference Lines in Charts Without Code check icon indicating true
Specify Targeted Faceting Without Code check icon indicating true
Manage How Records Open from an Embedded Dashboard check icon indicating true
Add Any URL to Widget Custom Onboarding check icon indicating true
Check Out the Refreshed Einstein Analytics Record Actions check icon indicating true
Display Grand Totals and Subtotals in Tables check icon indicating true
Customize Number Formatting in Lenses and Dashboards check icon indicating true
Streamlined Number Behavior in Charts and Widgets check icon indicating true
Packaging and Changesets Include User Extended Metadata (XMD) check icon indicating true
Meet Compact Form 2.0 (Beta) check icon indicating true
Gain Insights on Data Directly in Snowflake (Beta) check icon indicating true
Collaborate on a New Version of a Dashboard Behind the Scenes with Publisher Feature (Generally Available) check icon indicating true
Fine-Tune Control Over Data Integration with Multiple Dataflows in an Analytics Template check icon indicating true
Import Data from Multiple Sources to Apps by Adding Connectors to Analytics Templates check icon indicating true
Transform Your JSON Content Anywhere in Lightning Experience check icon indicating true
React to Asset Loaded with Analytics Web SDK check icon indicating true
Get Familiar with JSON Changes for Dashboard Designer check icon indicating true
Einstein Discovery
Amplify Live Prediction Scoring with External Data check icon indicating true
Simulate Future Outcomes with What Could Happen Insights check icon indicating true
Keep Track of Story Changes check icon indicating true
Get the Best Predictions of Three Different Models (Pilot) check icon indicating true
Smart Feature Selection for Logistic Models check icon indicating true
Identify Key Drivers Before Creating a Story check icon indicating true
Crunch More Data with Einstein Discovery (Pilot) check icon indicating true
Deploy Models Without Salesforce Objects check icon indicating true
Quickly Drill Down Into Insights check icon indicating true
Retiring Einstein Discovery Classic check icon indicating true
Analytics for Everyone
Stay on Track with the Einstein Analytics Watchlist (Beta) check icon indicating true
Email Notifications to Multiple Recipients check icon indicating true
Preview and Customize Subscriptions (Beta) check icon indicating true
Earn Trailhead Badges for Learning in the Analytics Studio check icon indicating true
Mobile Apps check icon indicating true

Communities

Your partners and customers can now create and run reports on communities and portals. With the ExperienceBundle metadata type, quickly update and deploy Lightning communities programmatically using your preferred development tools. Various security enhancements help keep your data safe. And help service agents contact customers on a variety of channels using the Service Cloud’s Channel Menu. Create and modify Lightning community audiences programmatically.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Lightning Communities
Report Builder for Lightning Communities (Generally Available) check icon indicating true
View Reports in Lightning Communities (Generally Available) check icon indicating true
Stretch Your Flexible Layouts Further check icon indicating true
Use the New Page Name Attribute for Community Navigation check icon indicating true
Account and Opportunity Team Related List Customization Supported in Communities check icon indicating true
Updated Search Route Parameter on Community Search Pages check icon indicating true
Go On a Better Round-Trip Between Full Feed and Feed Item Detail check icon indicating true
Create More Audiences, Search Using Wildcards, and Sort check icon indicating true
Add the Record Related List Component to Your Help Center check icon indicating true
Create Dazzling Experiences Across Channels with Salesforce CMS check icon indicating true
Removed ID Fields from Topics Components check icon indicating true
Developer Productivity
Update and Deploy Lightning Communities with ExperienceBundle (Generally Available)
Programmatically Create and Publish Communities in Scratch Orgs check icon indicating true
Do More with ExperienceBundle check icon indicating true
Personalize Your Community Via the API (Generally Available) check icon indicating true
Build Fast, Efficient Experiences with a New LWC-Based Template (Developer Preview) check icon indicating true
Use Relaxed CSP in Lightning Components for Communities check icon indicating true
Guest User Sharing
Secure Guest Users’ Org-Wide Defaults and Sharing Model (Security Alert, Enforced) check icon indicating true
Secure Object Permissions for Guest Users (Security Alert) check icon indicating true
Removed View All Users and Other Permissions from Guest User Profiles in Sandbox Environments check icon indicating true
View All Users and Other Permissions Disabled in Guest User Profiles (Security Alert, Enforced) check icon indicating true
Automatically Assign Records Created by Guest Users to a Default Owner (Previously Released Security Alert) check icon indicating true
Retiring Some User Permissions on the Guest User Profile check icon indicating true
Sharing and Security
Let Community Users Log In with Their Apple ID check icon indicating true
Verify Your Community Domain for External Services check icon indicating true
Verify Identity by Text Message Instead of Email check icon indicating true
Switch Lightning Locker On and Off in the UI check icon indicating true
Limit API Access to Installed Connected Apps check icon indicating true
Block Certain Fields in the User Record for Orgs with Communities and Portals (Security Alert and Critical Update, Enforced) check icon indicating true
Set External Access Levels for More Standard Objects (Generally Available) check icon indicating true
Prevent Using Standard External Profiles for Self-Registration and User Creation (Security Alert and Critical Update, Enforced) check icon indicating true
Other Changes in Communities
Talk to Customers Where They Want with the Channel Menu check icon indicating true
Display Warning When a Community Is Accessed with an Unsupported Browser check icon indicating true
External Account Hierarchy (Beta)
Use a Permission Set to Assign the Delegated External User Administrator Permission check icon indicating true
Name Change for Community Workspaces and Builder check icon indicating true
Experience Workspaces Is No Longer Supported in Microsoft Internet Explorer 11 check icon indicating true

Chatter Feeds

Choose how to display time stamps for case feed posts and comments.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Set the Date and Time Stamp Format for Case Feed Items check icon indicating true

Files

Prepare to switch your file rendition in the Chatter REST API from Adobe Flash to SVG.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Switch Your File Rendition Resource with the Chatter REST API check icon indicating true

Mobile

In Spring ’20, all active Salesforce mobile app users get upgraded to the new Salesforce mobile app. Admins and users alike can take advantage of expanded customization options, powerful Lightning functionality, and improved performance. Mobile Publisher for Communities gets even better with Apple Wallet access and a new app specifically for testing.

Sustainability

Gain critical insights about your carbon footprint. Using global emission factors to calculate greenhouse gas emissions, Sustainability Cloud helps you collect, categorize, and analyze energy usage and greenhouse gas emissions data throughout your organization’s business activities. And because it’s built on top of the Salesforce Lightning Platform, you have access to tools that facilitate collaboration, project management, and reporting.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Report and Reduce Your Carbon Footprint check icon indicating true

Industries

Our Salesforce vertical solutions are now even better at supporting your business-specific requirements. Financial Services Cloud brings you more visibility into distributors and a new API for creating mortgages. In Health Cloud, you get easier setup for care plans and more options for finding the right care provider. Consumer Goods Cloud helps field reps maximize their impact and track stock levels, and Manufacturing Cloud offers account managers greater control and improved visibility into sales agreements and account forecasts.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Financial Services Cloud
Mortgage for Financial Services Cloud: New Mortgage Lending API, Create Loan Applications from Accounts
Enhance Mortgage Lending with API Calls check icon indicating true
Create Loan Applications from Accounts or Opportunities check icon indicating true
Document Tracking and Approvals: Track Documents with Action Plans, Set Item Deletion Rules
Streamline Document Tracking with Action Plans check icon indicating true
Clean up Document Checklists While Keeping Attachments check icon indicating true
Insurance for Financial Services Cloud: Distributor Performance Management, Producer Life Event Management, Producer Relationship Cards, and Enhanced Metrics and Charts
Monitor Distributor Performance with the Distributor Performance Dashboard and Metrics check icon indicating true
Develop Deeper Bonds with Producers with the Life Events or Business Milestones Component check icon indicating true
Keep Key Producer Information Handy with Producer Relationship Cards check icon indicating true
Include Multi-Producer Policies When Calculating Policy-Related Metrics and Charts check icon indicating true
Action Plans: Action Plan Template Cloning and Packaging
Create Copies of Action Plan Templates with Deep Cloning check icon indicating true
Share Action Plan Templates Using Packaging check icon indicating true
Associate Document Checklist Items with Action Plan Templates check icon indicating true
Changes to Action Plans License check icon indicating true
Enhanced Usability for Financial Services Cloud check icon indicating true
Fine-Tune Your Pipeline with Einstein Referral Scoring (Generally Available) check icon indicating true
Financial Services Cloud Has New and Changed Objects check icon indicating true
REST API check icon indicating true
Health Cloud
Templates and Improved Usability for Care Plans
Create Care Plans with a Single Flow check icon indicating true
Create Care Plan Templates That Fit Your Use Case check icon indicating true
Categorize Templates, Problems, and Goals check icon indicating true
Add Templates to Existing Care Plans Faster with a New Button check icon indicating true
Customize Task Names and Dates During Care Plan Creation check icon indicating true
Change Task Status with Fewer Clicks check icon indicating true
Create Care Plans Faster with Fewer Clicks check icon indicating true
Customize Provider Relationship Cards check icon indicating true
More Options for Helping Users Find Care Providers check icon indicating true
Create and Customize Care Programs More Efficiently
Copy Existing Consent Forms for a New Care Program check icon indicating true
Customize the Disclaimer Message for Capturing Electronic Signatures check icon indicating true
Include Care Plans in the Program Enrollment Flow check icon indicating true
Keep Track of Your Patients’ Communication Preferences check icon indicating true
Access Control Changes check icon indicating true
Magnify Patient Care Delivery Expertise With Einstein Analytics for Healthcare Enhancements check icon indicating true
Health Cloud Has New and Changed Objects check icon indicating true
Consumer Goods Cloud: Optimized Visit Sequences, Stock Level Monitoring, and Improved Business Performance
Accelerate Business Performance with Einstein Analytics for Consumer Goods check icon indicating true
Simplify Retail Execution with Sales Agreements for Consumer Goods Cloud check icon indicating true
Get Optimized Visit Sequences with Salesforce Maps check icon indicating true
Find Product Details on Mobile Devices Using the Barcode Scanner check icon indicating true
Track Key Performance Indicators for Product Categories check icon indicating true
Save Reusable Tasks and Use Them Across Templates check icon indicating true
Changes to Action Plans License check icon indicating true
More Control of Object Detection Data
Store Your Einstein Object Detection Data Locally check icon indicating true
Control Access to Einstein Object Detection check icon indicating true
Disable Einstein Object Detection Models check icon indicating true
Increase Productivity with New Key Performance Indicator Type check icon indicating true
Consumer Goods Cloud Has New and Changed Objects check icon indicating true
Manufacturing Cloud: Enrich Your Experience with Sales Agreement and Account Forecast Enhancements
Use Your Metrics to Customize Account Forecasts check icon indicating true
View Forecast Revenue Metrics in Your Account’s Currency check icon indicating true
Add New Products to Account Forecast with One Click check icon indicating true
Find Agreement Terms and Account Forecasts by Product check icon indicating true
Update Multiple Values in Agreement Terms and Account Forecasts check icon indicating true
Monitor Revenue Realization and Account Performance with Dashboards (Beta) check icon indicating true
Strengthen Forecasting and Get Deeper Insight Into Product Demand with Einstein Analytics for Manufacturing check icon indicating true
Use the Manufacturing Partner Community Template with a New License check icon indicating true
Manufacturing Cloud Has New and Changed Metadata Types check icon indicating true
Manufacturing Cloud Has New Tooling APIs check icon indicating true
Shared Industries Metadata API check icon indicating true

myTrailhead

Trailmaker Content gets a makeover. Customers can set up their own myTrailhead subdomain. Support for Internet Explorer 11 (IE 11) is ending.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Create Content with Efficiency and Ease Using the Redesigned Trailmaker Content check icon indicating true
Create Your Own myTrailhead Subdomain in a Flash check icon indicating true
Support for Internet Explorer (IE11) on myTrailhead Is Ending check icon indicating true

Customization

Build flows and processes more efficiently with enhancements to Flow Builder, flow management, and Process Builder. More easily manage your translations, currency, and international dates and times. Build, configure, and manage predictions and recommendations with updates to Einstein Prediction Builder and Einstein Next Best Action.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Lightning Flow
Flow Builder
Update New and Changed Records 10 Times Faster by Using Before-Save Updates in Flows check icon indicating true
Configure Action and Create Records Elements Without Creating Variables check icon indicating true
Configure Get Records Elements Without Selecting Fields check icon indicating true
Deactivate Your Flow Without Leaving Flow Builder check icon indicating true
Build Invocable Actions That Work for Multiple Objects check icon indicating true
Run Flows Without Worrying About User Permissions with System Mode check icon indicating true
Select Related Record Values from Record Variables with One Click check icon indicating true
Reference a Newly Created Screen Field Without Leaving the Screen Editor check icon indicating true
Work More Efficiently in Flow Builder with Keyboard Shortcuts check icon indicating true
Locate Resources Quickly in the Manager Toolbox Using API Name, Label, or Description check icon indicating true
Make It Easy for Admins to Find Your Actions by Categorizing Them check icon indicating true
Guide the Configuration of Your Invocable Actions with Custom Property Editors (Pilot) check icon indicating true
Lightning Flow Management
Cloud Flow Designer Is No Longer Available check icon indicating true
Hit Limits Less Often with More Efficient Record Update Processing check icon indicating true
Enforce Data Access in Flow Formulas (Critical Update) check icon indicating true
Make Flows Respect Access Modifiers for Legacy Apex Actions (Critical Update) check icon indicating true
Evaluate Criteria Based on Original Record Values in Process Builder (Previously Released Critical Update) check icon indicating true
Enable Partial Save for Invocable Actions (Critical Update, Enforced) check icon indicating true
Return Null Values in Process and Flow Formulas (Critical Update, Enforced) check icon indicating true
Require User Access to Apex Classes Invoked by Flow (Critical Update, Postponed) check icon indicating true
Generate Valid HTML Output from Formulas in Processes and Flows (Critical Update, Retired) check icon indicating true
Save Successful Record Changes in a Batch from Failed Actions in Processes and Flows check icon indicating true
Desktop Flow Designer Was Retired check icon indicating true
Process Builder
Automate Opportunity Contact Role Creation and Updates with Lightning Flow check icon indicating true
View Processes That Subscribe to a Platform Event check icon indicating true
Stop Automated Field Updates from Suppressing Email Notifications (Critical Update, Enforced) check icon indicating true
Globalization
Keep Your Translations Up to Date check icon indicating true
Get Things Right with Right-to-Left Layout and Languages (Generally Available) check icon indicating true
Enable ICU Locale Formats (Previously Released Critical Update) check icon indicating true
Prepare for Language and Locale Format Changes check icon indicating true
Use Advanced Currency Management in Lightning Experience check icon indicating true
Connect with Customers Who Speak and Read Persian check icon indicating true
Other Translation Workbench Changes check icon indicating true
Einstein Prediction Builder: Try Einstein Prediction Builder, Make Informed Predictions with Trusted AI Help, and Build Filter-Based Predictions
Predict the Future Using Filters in Einstein Prediction Builder check icon indicating true
Show Top Predictors on Records with Einstein Prediction Builder check icon indicating true
Try Einstein Prediction Builder At No Additional Cost check icon indicating true
Make Informed Predictions with Trusted AI Help in Einstein Prediction Builder check icon indicating true
Einstein Next Best Action
Analyze Next Best Action Usage with Recommendation Strategy Metrics check icon indicating true
Create Recommendations from the Records of Any Salesforce Object check icon indicating true
Launch Flows When Recommendations are Rejected check icon indicating true
Changes to Platform Status Alert Events check icon indicating true
Encrypt Recommendation Description Information check icon indicating true
Lightning App Builder
Design Record Pages, Choose Templates, and Configure Components with Mobile in Mind check icon indicating true
Improve Your Lightning Pages with Guidance for App Builder check icon indicating true
Add More Components to a Lightning Page Region check icon indicating true
Display Order Details with Order Management Components check icon indicating true
External Data
Integrate with Third-Party Services without Exposure to Public Internet (Pilot) check icon indicating true
Changed Encryption Method for External Data Credentials check icon indicating true
Permission Set Groups
Group Permission Sets Based on User Job Function for Easier Assignment (Generally Available) check icon indicating true
Track Permission Set Edits with a New Confirmation Menu check icon indicating true
Manage Permissions in Permission Set Groups with a Muting Permission Set (Generally Available) check icon indicating true
Sharing
External Org-Wide Defaults Are Enabled by Default in All New Orgs check icon indicating true
The External Sharing Model Can No Longer Be Disabled check icon indicating true
Safeguard Your Data by Setting External Access Levels for the Lead and Campaign Objects (Generally Available) check icon indicating true
Changes to Sharing API Access check icon indicating true
AppExchange
Manage AppExchange Installs and Settings with Ease Using Trailblazer.me check icon indicating true
Hire Confidently with Enhanced Salesforce Consultant Reviews on AppExchange check icon indicating true
General Setup
Require Customize Application Permission for Direct Read Access to Custom Settings (Critical Update, Enforced) check icon indicating true
Protect Custom Settings in Developer and Scratch Orgs check icon indicating true
Control Who Gets Read Access to Custom Settings check icon indicating true
Make More Connections the Enhanced External Services Way (Generally Available) check icon indicating true
Require Permission to View Record Names in Lookup Fields (Critical Update) check icon indicating true
Secure Your Sandbox Data with Salesforce Data Mask check icon indicating true
Permission Changes for Administrator Tasks check icon indicating true
Changes to Managing User Preferences check icon indicating true

Security, Privacy, and Identity

Give your users more authentication options by allowing them to authenticate with their Apple ID, Face ID, or Touch ID. Or set stricter requirements by only allowing authentication by SMS. Restrict external user access to Salesforce APIs through connected apps. My Domain certificates and URL formats are changing. Use Real-Time Event Monitoring platform events to detect common threats to your org (Beta). And Encrypt all your platform events including Salesforce Event Monitoring streamed events.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Authentication and Identity
Let Users Log In to Salesforce with Their Apple ID check icon indicating true
Verify Your Domain Name for External Services check icon indicating true
Prevent Identity Verification by Email check icon indicating true
Limit API Access for External Users check icon indicating true
Apply the Request Signature Method to Your Single Logout Settings check icon indicating true
The OAuth Approval Page Timeout Has Increased check icon indicating true
Discover the Session Status for Content, Visualforce, and Lightning Pages check icon indicating true
Allow Users to Connect Orgs as a Data Source to Cross-Cloud Applications check icon indicating true
Domains
Use Custom Domains for Sandboxes (Pilot) check icon indicating true
Prepare for the Certificate Change for My Domains (not immediately available) check icon indicating true
Route My Domains Through Salesforce Edge (Previously Released Critical Update) check icon indicating true
Stabilize the Hostname for My Domain URLs in Sandboxes (Previously Released Critical Update) check icon indicating true
Stabilize URLs for Visualforce, Experience Builder, Site.com Studio, and Content Files (Previously Released Critical Update) check icon indicating true
Get Stabilized My Domain URLs in New and Refreshed Sandboxes check icon indicating true
Salesforce Shield
Shield Platform Encryption: Encryption for Platform Events
Encrypt Platform Events check icon indicating true
Remove the Manage Encryption Keys Permission from the System Admin Profile (Previously Released Critical Update) check icon indicating true
Encrypt the Next Best Action Recommendation Description Field check icon indicating true
Event Monitoring: New Threat Detection Real-Time Events (Beta), Legacy Transaction Security Retiring, Event Monitoring Analytics App Improvements
Detect Threats to Your Org (Beta) check icon indicating true
Determine If an Apex Request Is Counted as a Long-Running Request in the EventLogFile check icon indicating true
Migrate Legacy Policies (Critical Update) check icon indicating true
Analytics App Performance Improvements check icon indicating true
Data Protection and Privacy
Track Customer Consent Preferences check icon indicating true
Manage Communication Subscriptions check icon indicating true
Store Multiple Contact Points and Consent Information check icon indicating true
Other Changes
Automatically Assign Records Created by Guest Users in Salesforce Sites to a Default Owner check icon indicating true
Whitelist Trusted URLs check icon indicating true
Changes to Session-Security-Level Policies check icon indicating true
Monitor More Changes in the Setup Audit Trail check icon indicating true
Changes to Named Credentials check icon indicating true

Deployment

Uploaded change sets are available for deployment sooner. New change set components are available.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Deploy Customizations Sooner After Uploading a Change Set check icon indicating true
New and Changed Components for Change Sets check icon indicating true

Development

Whether you’re using Lightning components, Visualforce, Apex, or our APIs with your favorite programming language, these enhancements help you develop amazing applications, integrations, and packages for resale to other organizations.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Lightning Components
The @track Decorator Is No Longer Required for Lightning Web Components check icon indicating true
Wire Adapters Not Guaranteed to Emit Objects with Strict Equality check icon indicating true
Style Lightning Web Components with Custom Aura Design Tokens check icon indicating true
Smarter Source Tracking for Lightning Web Components in Scratch Orgs check icon indicating true
Lightning Base Components: Open Source check icon indicating true
Aura Components in the ui Namespace Are Deprecated check icon indicating true
Aura’s JavaScript API Reference Documentation Moved to the Developer Guide check icon indicating true
Manage Resource Loading for CSP Trusted Sites check icon indicating true
Use Components in Lightning Communities with Lightning Locker Disabled check icon indicating true
Navigate Users to a Record’s Create Page with Default Field Values check icon indicating true
Lightning Locker Sanitizes insertHTML Content check icon indicating true
Communicate Across Salesforce UI Technologies with Lightning Message Service (Beta) check icon indicating true
Increase Productivity with Local Development for Lightning Web Components (Beta) check icon indicating true
DOM API Changes May Require UI Test Updates check icon indicating true
Update Attribute Values for Snapshots Created by Jest Tests check icon indicating true
Freeze JavaScript Prototypes Session Setting Removed check icon indicating true
Critical Updates: Profile-Based Access for @AuraEnabled Apex Classes, and More
API Only Users Can Access Only Salesforce APIs (Critical Update, Enforced) check icon indicating true
Restrict Access to @AuraEnabled Apex Methods for Guest and Portal Users Based on User Profile (Critical Update, Postponed) check icon indicating true
Use with sharing for @AuraEnabled Apex Controllers with Implicit Sharing (Critical Update, Postponed) check icon indicating true
Disable Access to Non-global Apex Controller Methods in Managed Packages (Critical Update, Postponed) check icon indicating true
Enable Dependency Access Checks In Lightning Components (Critical Update)
Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile (Previously Released Critical Update) check icon indicating true
Enforce Access Modifiers on Apex Properties in Lightning Component Markup (Previously Released Critical Update) check icon indicating true
Prevent Creation of Function Expressions in Dynamically Created Aura Components (Previously Released Critical Update) check icon indicating true
Security Alerts: Restricted Access to @AuraEnabled Apex Methods Based on User Profile
Restrict Access to @AuraEnabled Apex Methods for Guest and Portal Users Based on User Profile (Security Alert) check icon indicating true
Restrict Access to @AuraEnabled Apex Methods for Authenticated Users Based on User Profile (Security Alert) check icon indicating true
Einstein Platform Services
Einstein Vision: More Detailed Error Messages
Get More Detailed Error Messages for Einstein Object Detection Training API Calls check icon indicating true
Einstein Language: New Model Metrics
Better Understand Your Model with New Elements in Language API Model Metrics Response check icon indicating true
Einstein Platform
Run Einstein Predictions in a Sandbox Org check icon indicating true
Visualforce
Communicate Across Salesforce UI Technologies with the Lightning Message Service API (Beta) check icon indicating true
Prevent Security Vulnerabilities with Type Checking for Remote Methods with ID Parameters check icon indicating true
Remove Instance Names from URLs for Visualforce, Experience Builder, Site.com Studio, and Content Files (Previously Released Critical Update) check icon indicating true
Permission Changes for Visualforce Access Metrics check icon indicating true
Apex
Enable Field- and Object-Level Permissions Checking Using WITH SECURITY_ENFORCED in SOQL Queries (Generally Available) check icon indicating true
Enforce Field- and Object-Level Security in Apex (Generally Available) check icon indicating true
Attach Actions to Asynchronous Apex Jobs Using Transaction Finalizers (Pilot) check icon indicating true
Restrict Reflective Access to Non-Global Controller Constructors in Packages (Critical Update) check icon indicating true
Enable Improved Caching of Org Schema (Critical Update) check icon indicating true
Use Generic sObject Data Types in Invocable Methods and Invocable Variables check icon indicating true
Use Event Monitoring Logs to Track CPU Time Consumed by Apex Triggers check icon indicating true
API
Find Related Object Documentation More Easily check icon indicating true
Untangle Your Dependencies with MetadataComponentDependency Queries in Production and Sandbox Orgs (Beta) check icon indicating true
Improved Symbol Table Generation check icon indicating true
Use More API Calls check icon indicating true
No Maximum Daily Cap for API Calls check icon indicating true
View Monthly API Calls with a New Usage-Based Entitlement check icon indicating true
Custom Metadata Types
Require Customize Application Permission for Direct Read Access to Custom Metadata Types (Critical Update, Enforced) check icon indicating true
Protect Custom Metadata Types in Developer and Scratch Orgs check icon indicating true
Salesforce CLI
Save Time and Reduce Errors with Autocomplete check icon indicating true
View Progress When Deploying Metadata check icon indicating true
Eliminate the Guesswork with Enhanced Standard DX Templates check icon indicating true
Get Improved Code Coverage Results for Your Apex Tests check icon indicating true
Scratch Orgs: New Features
Create Scratch Orgs with More Features check icon indicating true
Sandboxes
Clone a Sandbox with a Version Different from Production check icon indicating true
Secure Your Sandbox Data with Salesforce Data Mask check icon indicating true
AppExchange Partners
Analyze Lightning Page Usage and Company Information with AppExchange App Analytics check icon indicating true
Packaging
Skip Validation to Quickly Iterate Package Development check icon indicating true
Create and Install Package Versions Faster check icon indicating true
Update Managed Packages for External Sharing Model Changes check icon indicating true
View More Packaging Details in List and Report Salesforce CLI Commands check icon indicating true
Determine How Many Components Display in Package Manager check icon indicating true
Update Flows in Unlocked Packages check icon indicating true
Change Data Capture
Expanded Object Support for Change Data Capture check icon indicating true
Enrich Change Event Messages with Fields That Are Always Included (Pilot) check icon indicating true
Change Events Are No Longer Blocked When Encryption Is Not Enabled check icon indicating true
Platform Events
Encrypt Platform Event Messages in the Event Bus check icon indicating true
Get Your Platform Event Entitlement Based on Your Contract Start Date check icon indicating true

Quip

Connect your Salesforce orgs to Quip faster than ever. Bring your filtered reports to Quip and embed them on Salesforce records to have them filter dynamically. Automate your business workflows with new Quip actions in Process Builder and Flow Builder. View and edit your related Salesforce lists views with the updated Salesforce List Live App.