How and When Do Features Become Available?

Some features in Summer ’18 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.

Salesforce Overall

Encourage users to discover and adopt Lightning Experience with automatic switching and feature prompts. Track Lightning Experience usage to better understand and optimize your adoption. See where you’re going before you click with shorter and easier to read URLs. Personalize the navigation bar in Lightning Experience with fewer clicks. Make global search more specific with object-level searching, and use synonym groups without having to create them. Show what’s most important to you in list views with more-detailed filters. Organize records with theme-based topics. Enhance your console app with guided flows, improved link sharing, and more Lightning Console JavaScript APIs. Get guidance on keeping individuals’ personal data secure and private.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Get Guidance for Data Protection and Privacy Regulations check icon indicating true
Lightning Experience Adoption: More Ways to Discover and Adopt the New Salesforce
Encourage Users to Adopt Lightning Experience check icon indicating true
Discover Why It’s Better in Lightning Experience check icon indicating true
Let the Readiness Report Be Your Guide to Lightning Experience check icon indicating true
Get Insight into User Activities with the Lightning Usage App check icon indicating true
Adoption Manager Emails Disabled check icon indicating true
Users Get Lightning Experience Only in Some New Orgs check icon indicating true
New Banner Encourages Admins to Transition to Lightning Experience check icon indicating true
Roll Out the Welcome Mat for New Lightning Experience Users check icon indicating true
Learn Why Users Are Switching Back to Salesforce Classic check icon indicating true
New URL Format for Lightning Experience and the Salesforce Mobile App check icon indicating true
Evaluate Your Implementation with Salesforce Optimizer check icon indicating true
Convert JavaScript Buttons to Lightning-Friendly Alternatives With the Lightning Experience Configuration Converter (GA)
Whitelisted IP Addresses for the Lightning Experience Configuration Converter Have Changed check icon indicating true
Search
Search the Object You Want Easily from Anywhere check icon indicating true
Save Time with Standard Synonym Groups check icon indicating true
Filter Search Results for More Objects check icon indicating true
Enhanced Support for Search
Get Search Results for More Objects check icon indicating true
Search Lemmatization Supports Hebrew check icon indicating true
Federated Search Available in Performance Edition check icon indicating true
Personalize the Navigation Bar in Less Time check icon indicating true
Customize Your Theme with Image Cropping and Color Overrides check icon indicating true
Streamline Your List Views with Detailed Filters check icon indicating true
Make Inline Edits While Using Filter Logic check icon indicating true
See Field Dependencies While Editing a Record Details Page check icon indicating true
Organize Records with Topics check icon indicating true
Console
Guide Your Console Users with Flows check icon indicating true
Automate Tab Refresh, Change Nav Items, and Listen for Utility Item Clicks with New Lightning Console JavaScript APIs check icon indicating true
Copy and Share Your Workspace and Active Subtab from the Address Bar check icon indicating true
Open Custom Lightning Components in Workspace Tabs and Subtabs check icon indicating true
Pin Right and Left Sidebars in Your Console App check icon indicating true
Salesforce Surveys: More Options for Gathering Refined Data
Tailor Survey Questions Based on Participant Responses check icon indicating true
Copy a Survey check icon indicating true
View a Contact’s Survey Invitations check icon indicating true
Get More Detail with the Expanded Rating Question Scale check icon indicating true
Easily Assign Cisco Spark and WebEx Permissions check icon indicating true
Give Private Feedback Without Having to Opt In check icon indicating true

Lightning Essentials

Are you ready to take your small business to new heights? With Salesforce Lightning Essentials, you can easily manage your business’ sales and service needs in one place. Grow lightning fast and help customers succeed with Sales and Service Lightning Essentials.

Sales

Get smarter with Einstein Forecasting, now generally available. Control access to campaign members, and add them by account. Improve your reps’ performance with Lightning Dialer features and other tools.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Sales Cloud Einstein
Einstein Forecasting check icon indicating true
Einstein Opportunity Scoring check icon indicating true
Einstein Lead Scoring
Optimize Your Lead Scoring Model by Ignoring Irrelevant Fields check icon indicating true
Get More Guidance When Setting Up Einstein Lead Scoring check icon indicating true
Einstein Automated Contacts check icon indicating true
Einstein Activity Capture check icon indicating true
Einstein Insights check icon indicating true
Other Changes in Sales Cloud Einstein
View and Edit Analytics Apps with Sales Cloud Einstein check icon indicating true
See Insights in Sandbox check icon indicating true
Get Improved Opportunity Scores check icon indicating true
Core Sales Features
Campaigns
Control Who Can Access Campaign Members check icon indicating true
Add All Contacts from an Account to Campaigns check icon indicating true
Send List Emails to Campaign Members check icon indicating true
Filter Lead and Contact List Views by Campaign check icon indicating true
View Campaign Hierarchies Faster check icon indicating true
View Pardot Marketing Asset Engagement in Salesforce (Beta) check icon indicating true
Collaborative Forecasts
Predict Sales More Accurately with Schedule and Product Date Forecasts in Lightning Experience check icon indicating true
Show Product Family Totals in the Opportunity List check icon indicating true
Leads
Convert Leads with Contacts to Multiple Accounts and Other Conversion Enhancements check icon indicating true
Control Who Can Merge Leads More Securely check icon indicating true
Products check icon indicating true
Accounts
Set Up Person Accounts in Lightning Experience check icon indicating true
Take Advantage of Quick Action Improvements for Person Accounts check icon indicating true
New Validation Process Prevents Issues After Uninstalling Packages check icon indicating true
Path
Guide Reps Toward Success with Path for Contacts check icon indicating true
Update Dependent Picklists from Path check icon indicating true
Contacts check icon indicating true
Productivity Features
Lightning Dialer
Coach Your Sales Reps with Call Monitoring (Generally Available) check icon indicating true
Tailor Prerecorded Voicemail Messages for Different Types of Prospects check icon indicating true
Show Local Numbers When Calling Prospects check icon indicating true
Other Changes in Lightning Dialer check icon indicating true
Einstein Activity Capture
Give the Gift of Automatic Logging check icon indicating true
Get Smarter About Email with Email Insights in the Activity Timeline check icon indicating true
Access All Activity History in Einstein Activity Capture check icon indicating true
Manage Data Policies check icon indicating true
Activities
Do More with Tasks from the List View check icon indicating true
Create Copies of a Task for Colleagues check icon indicating true
Create Predefined Subjects for Tasks and Events check icon indicating true
Get More Filter Options in the Activity Timeline check icon indicating true
Keep Activities Safe and Secure check icon indicating true
Email Experience
Send List Emails to Campaigns and Campaign Members check icon indicating true
Filter by Campaign to Send Precise List Emails check icon indicating true
Keep List Email Under Lock and Key check icon indicating true
Skip the Clicks—Drag Your Email Attachments check icon indicating true
New Location for Email Composer Buttons check icon indicating true
Configure Email Relays for Each Domain check icon indicating true
Email Templates
Restrict Use of Salesforce Classic HTML-Based Email Templates to Secure Browsers (Critical Update) check icon indicating true
Manage Lightning Email Templates in One Place check icon indicating true
Salesforce Classic Email Template Setup Has a New Name check icon indicating true
Boost the Effectiveness of Email Templates with HTML check icon indicating true
Unify Contact, Lead, and User Merge Fields in Email Templates with a New Merge Language check icon indicating true
Put Your Visualforce Email Templates to Work in Lightning Experience check icon indicating true
Kanban check icon indicating true
Calendar
Update Calendar Items by Dragging Them in Lightning Experience check icon indicating true
Enhance Your Calendar View in Lightning Experience check icon indicating true
Override the New Event Button on the Calendar in Lightning Experience check icon indicating true
Sales Console
Inbox
Predict Priorities with Einstein Email Insights check icon indicating true
Give All Inbox Users Access to the Activities Dashboard check icon indicating true
Grow Your Network with Recommended Connections check icon indicating true
Data Quality
Duplicate Management: Run Duplicate Jobs on Custom Objects check icon indicating true
Lightning Data: Clearer Labels, Field Mapping Control, Reviewed Status, Currency Conversion
Data Integration Labels Were Changed check icon indicating true
Get More Control over the Field Mapping for Lightning Data Updates check icon indicating true
Trust the Status of Records You’ve Reviewed check icon indicating true
Get Converted Currency Values in Lightning Data Records check icon indicating true
Specify Data Integration Rule Matches Using a Vendor’s Unique ID check icon indicating true
Support Key Decisions by Testing the Minimum Match Confidence Score in Lightning Data check icon indicating true
See Remaining Lightning Data Credits Before Importing Accounts check icon indicating true
Lightning for Gmail
Focus on the Features You Need with Improved Design check icon indicating true
Log Emails to the Records That You Choose check icon indicating true
Microsoft® Integration
Lightning for Outlook
Focus on the Features You Need with Improved Design check icon indicating true
Log Emails to the Records That You Choose check icon indicating true
Increase Productivity with Inbox Beta for Outlook (Beta) check icon indicating true
Use New Components to Build Custom Email Application Panes check icon indicating true
Salesforce for Outlook
Upgrade to Salesforce for Outlook v3.4.3 check icon indicating true
Salesforce for Outlook Not for Sale in Winter ’19 check icon indicating true
Salesforce CPQ and Billing
Salesforce CPQ
Set Up Salesforce CPQ Summer ’18
Generate Accurate Revenue Reports with Bookings check icon indicating true
Optimize Invoice and Revenue Workflows with Fewer Steps check icon indicating true
Create Orders Faster with Fewer Price Schedules check icon indicating true
Goodbye, Subscription Conversion and Full-Term Net Unit Price Fields check icon indicating true
Quickly Navigate the Quote Line Editor check icon indicating true
Other Changes in Salesforce CPQ check icon indicating true
Salesforce Billing
Use Revenue Agreements to Group Revenue Schedules check icon indicating true
Pardot
Permanently Delete Prospects check icon indicating true
Changes to How Pardot Treats Prospects in the Recycle Bin check icon indicating true
Align Sales and Marketing on a Single Platform with Pardot for Lightning (Beta) check icon indicating true
Use Responsive Layouts for Landing Pages check icon indicating true
Personalize Engage Emails with Salesforce Files check icon indicating true
Configure New Options for Salesforce Engage check icon indicating true
Match Leads to Accounts Without a Website Value check icon indicating true
See Fewer False Positives for Leads Matched to Accounts check icon indicating true
Let Prospects Repeat Engagement Programs (Beta) check icon indicating true
Preview Emails as a Specific Prospect check icon indicating true
Have Some Fun with Emoji in Emails check icon indicating true
Engagement Studio Offers Pointers
Twitter Changes Posting Policy check icon indicating true
Use Pardot in French, German, and EU Spanish (Beta) check icon indicating true
Pardot Help Site Migration Is Complete check icon indicating true
Other Changes in the Sales Cloud
Filter Account List Views by Territory in Lightning Experience check icon indicating true
Display Change for Event Subjects in Calendar check icon indicating true
Organizer and Attendee Details No Longer Exported with Events check icon indicating true

Service

Ease your team’s workload by building Einstein Bots to deflect routine cases like password requests. Use Lightning Guided Engagement to guide your agents through multi-step actions, like call scripts, with an ordered list of flows right inside the console. You can even use Lightning Guided Engagement with Live Agent chats. Take advantage of robust field service features like Snap-ins Appointment Management (beta), full Lightning community support, and an optimization tool to handle schedule disruptions. Enjoy more choices in how to route work items to agents with Skills-Based Routing for Omni-Channel and External Routing for Omni-Channel. Use translation management features in Lightning Knowledge, including side-by-side comparisons, smart links for translated articles, and the Lightning Knowledge Migration Tool. Finally, manage cases more efficiently with case teams and email drafts.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Einstein Bots check icon indicating true
Case Management
Service Console
Resolve Cases More Quickly with Flows and Case Teams in the Service Console check icon indicating true
Bring Your Service Processes to the Console with Lightning Guided Engagement (Generally Available) check icon indicating true
Cases
Create Case Teams in Lightning Experience check icon indicating true
Save the Day with Private Email Drafts for Cases check icon indicating true
Set Default Email Field Values with Apex in Lightning Experience check icon indicating true
Use Your Case Feed Publisher APIs in Lightning Experience check icon indicating true
Perform Mass Quick Actions on More Objects check icon indicating true
Enter Internal Comments When Closing a Case check icon indicating true
Send Email Notifications for Case Changes check icon indicating true
Respond to Emails Faster in the Case Feed check icon indicating true
Attach Your Files to Emails with Drag and Drop check icon indicating true
Share Links to Individual Case Feed Posts check icon indicating true
Find Case Comments with Global Search check icon indicating true
Omni-Channel
Get the Right Work to the Right Agent with Skills-Based Routing (Generally Available) check icon indicating true
Transfer Work Items to a Different Skill Set check icon indicating true
View Work Routed by Skills in Omni-Channel Supervisor check icon indicating true
Route Third-Party Work Items with External Routing (Generally Available) check icon indicating true
See “New” Work and “My Work” in the Omni-Channel Utility check icon indicating true
Set Up Omni-Channel in Lightning Experience check icon indicating true
Macros and Quick Text
Create Macros That Insert Text at Your Cursor check icon indicating true
Change the Quick Text Owner to a Queue check icon indicating true
Entitlement Management
Field Service
Add Knowledge Articles to Work Types check icon indicating true
Guide Your Team with Path for Field Service check icon indicating true
Automate Work Order Generation for Maintenance Plans check icon indicating true
View Related Maintenance Plans on Accounts, Contacts, and Locations check icon indicating true
Encrypt Data at Rest with Shield for Work Orders and Service Appointments check icon indicating true
Create Criteria-Based Sharing Rules for Field Service check icon indicating true
Filter Related Lists on Service Reports (Generally Available) check icon indicating true
Manage Field Service in Lightning Communities check icon indicating true
Create Larger Service Territory Hierarchies check icon indicating true
Edit the Currency Code on Time Sheets check icon indicating true
Snap-Ins Appointment Management: Let Customers Book, Modify, and Cancel Appointments (Beta) check icon indicating true
Field Service Managed Package: Resource Schedule Optimization, Gantt Live Updates, and Custom List Filters
Optimize the Day, One Resource at a Time check icon indicating true
Improve Dispatcher Experience with Live Gantt Updates (Beta) check icon indicating true
Customize Dispatcher Console List Views with Custom Filters check icon indicating true
Factor in Secondary Territory Member’s Operating Hours check icon indicating true
Enhanced Dispatcher Console Experience check icon indicating true
Streamline Dispatcher Console Tasks check icon indicating true
Support Community Appointment Management (Beta) check icon indicating true
Other Enhancements in the Field Service Lightning Managed Package check icon indicating true
Field Service for Mobile: Android 4.0
Connect Flows as Quick Actions check icon indicating true
Use Lightning Actions in the Field Service App (Android and iOS) check icon indicating true
Create Custom List Views for the Schedule Screen check icon indicating true
Make the Right Choice with Dependent Picklists check icon indicating true
Illustrate Your Point with Images in Knowledge Articles check icon indicating true
Consume Products from Multiple Locations (Beta) check icon indicating true
Maximize Screen Space by Customizing Resource Absences check icon indicating true
Save Time with the Barcode Scanner check icon indicating true
Capture Multiple Signatures on Service Reports check icon indicating true
Restrict Creating or Updating Products Consumed by Default check icon indicating true
See Available Time Slots by Month check icon indicating true
Support Multiday Appointments check icon indicating true
Create a Product Request check icon indicating true
Other Enhancements to Service Reports check icon indicating true
Online Documentation Parity check icon indicating true
Channels
Live Agent
Resolve Cases with Chat and Lightning Guided Engagement check icon indicating true
Catch Your Agent’s Eye with Incoming Message Notifications in Live Agent check icon indicating true
Preview File Attachments in Live Agent in Lightning Experience check icon indicating true
Customize the Live Chat Visitor Page in Lightning Experience check icon indicating true
Set Up Live Agent in Lightning Experience with a Guided Setup Flow check icon indicating true
Snap-Ins Chat
Collect Cases When Your Chat Agents Are Off the Clock check icon indicating true
Customize the Minimized Snap-In with Lightning Components check icon indicating true
Get Snap-Ins Settings with Lightning Components check icon indicating true
Set a Routing Order to Fine–Tune How Chats Are Assigned to an Agent check icon indicating true
Display a Customer’s Place in Line Before the Chat Starts check icon indicating true
Make Your Own Custom Events for Chats check icon indicating true
Update to the Version 5.0 Code Snippet to Get the Latest Features check icon indicating true
Get a Quick Start to Snap-Ins Chat with the Live Agent Setup Flow check icon indicating true
Preview Files Sent During a Chat check icon indicating true
Snap-ins for Mobile Apps check icon indicating true
CTI check icon indicating true
Knowledge
Submit for Translation in Lightning Experience check icon indicating true
Compare Translations and Master Articles Side by Side check icon indicating true
Use Authoring Actions with Translations check icon indicating true
Insert Smart Links into Rich Text Fields check icon indicating true
Switch Languages on the Fly with the Translation Switcher Component check icon indicating true
Hover Text on Articles in Lightning Knowledge Search Results check icon indicating true
Add Lightning Knowledge to Service Essentials check icon indicating true
Move to Lightning Knowledge with the Lightning Knowledge Migration Tool (Beta) check icon indicating true
Service Cloud Mobile check icon indicating true
Other Changes
Service Setup Gets a New Look check icon indicating true

Analytics

On the Reports and Dashboards side, this release brings the Lightning Experience report builder, now generally available, Lightning Experience joined reports (beta), enhanced subscriptions, and much more. For Einstein Analytics, Einstein Discovery recommendations in Salesforce objects is now generally available, conditional formatting in dashboards is here, as well as many other new features.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Reports and Dashboards
Reports
Reimagine Reporting with Lightning Report Builder (Generally Available) check icon indicating true
Joined Reports Arrive in Lightning Experience (Beta) check icon indicating true
Export Reports, Keep the Formatting check icon indicating true
Group Reports by Customized Date Granularity check icon indicating true
Filter Field History Reports by Old and New Values check icon indicating true
Get Improved Performance with Enhanced Run Page (Beta) check icon indicating true
Chart Enhancements for Reports in Lightning Experience check icon indicating true
Other Enhancements to Reports in Lightning Experience check icon indicating true
Dashboards
Link from Dashboard Components to Websites or Salesforce Records check icon indicating true
Add a Report to a Dashboard from the Report check icon indicating true
Use Source Report Charts in Dashboard Components check icon indicating true
Group and Measure Data in Lightning Tables check icon indicating true
Chart Enhancements for Dashboards in Lightning Experience check icon indicating true
Other Enhancements to Dashboards in Lightning Experience check icon indicating true
Folders
Enhance your Report and Dashboard View in Lightning Experience check icon indicating true
Organizing your Report and Dashboard Folders in Lightning Experience check icon indicating true
Subscription
Add Dashboard Subscriptions for Others in Lightning Experience check icon indicating true
Einstein Analytics
New Einstein Analytics Products check icon indicating true
Onboarding, Personalization, and Collaboration
Prebuilt Permission Sets Make It Easier to Set Up the Analytics Platform check icon indicating true
Learn More from Help Menus and the Analytics Adventure App check icon indicating true
Go Directly from Notification to Dashboard View check icon indicating true
Share Dashboard Views Using Annotations check icon indicating true
App Building
Expand Your Exploration Vocabulary with Improvements to Conversational Queries (Beta) check icon indicating true
Locate Charts More Easily check icon indicating true
Customize Compare Table Column Aliases check icon indicating true
Automatically Highlight Data with Conditional Formatting check icon indicating true
Break Up Monolithic Dashboards to Improve Performance (Generally Available) check icon indicating true
Zoom In on Maps to Focus on Regions check icon indicating true
Add Date Filters More Quickly check icon indicating true
Change the Labels and Colors of Dataset Dimension Values check icon indicating true
Choose the Default Dataset Fields That Appear in a Table check icon indicating true
Keep Your Assets in Order with Synced App Navigation check icon indicating true
Get Familiar with JSON Changes for Dashboard Designer check icon indicating true
Updates to the REST API check icon indicating true
Test Analytics Template Rules Files check icon indicating true
Other Enhancements to Analytics Charts and Dashboards check icon indicating true
Data Integration
Connect to More Data with New Connectors and Revised Limits check icon indicating true
Schedule Replication by Connection check icon indicating true
Changes to Who Can Create Remote Connections check icon indicating true
Upload More External Data Files check icon indicating true
Create and Run More Dataflows, and Track Usage with the Flow Indicator check icon indicating true
Data out of Shape? Dataflow Append Doesn't Mind check icon indicating true
Append Rows in Dataset Recipes check icon indicating true
Use Multi-Select Fields for Faster Formulas in Recipes check icon indicating true
Inherit More of Your Salesforce Sharing Settings in Einstein Analytics check icon indicating true
Prebuilt Templates and Apps
Take the Fast Path to Business Intelligence with New Templates check icon indicating true
Health Cloud Analytics Template Lets Health Cloud Customers Get Started with Einstein Analytics—Fast check icon indicating true
The Social Case Analytics Template Brings the Power of Analytics to Your Social Customer Service Data check icon indicating true
Bring Your Financial Services Cloud Data to Life With the Financial Advisor Analytics Template. check icon indicating true
The Campaign Analytics Template Brings the Power of Einstein Analytics to Marketing Campaign Data check icon indicating true
Analyze Field History Data in any Salesforce Object with the Change Analytics Template check icon indicating true
Get Instant Insights About Your Team's Quoting Process with the Quoting Analytics Template check icon indicating true
Quickly Trend Any Data in Salesforce with the Snapshot Analytics App check icon indicating true
Maximize Your Analytics Investment with Insights from the Adoption Analytics App check icon indicating true
Nonprofits: Now There’s an Analytics App Just for You and Your Data check icon indicating true
Analytics Adoption AppExchange Package Lets You See How Your Team Uses Einstein Analytics check icon indicating true
Identify and Track Top Accounts in B2B Marketing Analytics check icon indicating true
Mobile Apps
Experience Your Favorite Charts and Tables on Einstein Analytics for iOS and Android check icon indicating true
Additional Enhancements in Einstein Analytics for iOS check icon indicating true
Additional Enhancements in Einstein Analytics for Android check icon indicating true
Display Einstein Discovery Recommendations on a Salesforce Object (Generally Available) check icon indicating true

Communities

The Community Cloud makes waves this summer with fabulous new features. We’re excited to introduce ready-made themes in Community Builder, so you can change the look and feel of your community with a few clicks. We also expanded support for sharing sets, now available to Customer Community Plus and Partner Community users. Add some exciting new features on feeds, such as pinning posts and closing threads. Who needs a summer vacation when there’s so much fun in your community?

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Community Builder
Update Your Lightning Community to the Latest Template check icon indicating true
Customer Service (Napili) Has a New Name check icon indicating true
Update Your Community Look and Feel Quickly by Changing Themes check icon indicating true
Improve Your Customer’s Community Experience with Progressive Rendering check icon indicating true
Build and Distribute Business Solutions Using Lightning Bolt Solutions (available within 24 hours after the release) check icon indicating true
Delete Audiences check icon indicating true
Save Navigation and Tile Menu Changes as Draft check icon indicating true
Display CMS Content in Your Community Using CMS Connect JSON (Generally Available) check icon indicating true
Configure Named Credentials for CMS Connect JSON (Generally Available) check icon indicating true
Get Better SEO for Better Content Discovery check icon indicating true
Update Your <h1> Tag Overrides to <h3> for Topic Detail and Search Results Article Titles check icon indicating true
Update Your <ui:button> Overrides for Some Lightning Community Components check icon indicating true
Community Builder Components
Access Field Service Data in Lightning Communities check icon indicating true
Recommend Actions and Offers to Community Members (Pilot) check icon indicating true
Let Users View and Resume Paused Flows check icon indicating true
Use Activity Timeline in Communities check icon indicating true
Get More Flexibility with Calendars in Communities check icon indicating true
Language Picker Renamed and Other Improvements check icon indicating true
Allow Community Users to Create Cases with the Contact Support Button check icon indicating true
Easily Choose Topics, Customize the Upload Files Button Label, and More in the Case Deflection and Contact Support Form Components check icon indicating true
Track Customer Concerns by Monitoring the Contact Support Subject Line check icon indicating true
Let Customers Book Appointments from Your Community (Beta) check icon indicating true
Do More with the Snap-Ins Chat Component check icon indicating true
Hide the Connected Sources Tab on User Settings check icon indicating true
Dependent Picklist to be Updated in Winter ‘19 check icon indicating true
Security
Optimize Account Roles to Improve Performance and Scale Your Org (Generally Available) check icon indicating true
Make It Easy for Your Community Users to Log In with Identity Verification Methods Instead of Passwords check icon indicating true
Expire Community Links in Welcome Emails check icon indicating true
Administrator-Initiated Password Reset Links Expire After 24 Hours (not immediately available) check icon indicating true
Keep Links in Forgot Password Emails from Expiring Prematurely check icon indicating true
Enable Users to Review and Manage Their Verification Methods check icon indicating true
Trailing Slash Removed from an ID Token’s Issuer URL check icon indicating true
Authentication Provider Endpoints Require HTTP or HTTPS check icon indicating true
Configure the Validity Period and Audiences for ID Tokens (not immediately available) check icon indicating true
Set Different Login Policies for Salesforce and Community Users (Beta) check icon indicating true
Renamed Option for Verifying Community External Users’ Identity check icon indicating true
Make Sure That Your Head Markup Is Valid check icon indicating true
Sharing: Sharing Set Support for More Licenses (Beta), Improved Case Access (Beta)
Use Sharing Sets with All Customer and Partner Licenses (Beta) check icon indicating true
Use Sharing Sets with Contacts with Multiple Accounts (Pilot) check icon indicating true
Restrict Community Users’ Access to Cases (Beta) check icon indicating true
Community Engagement
Celebrate Community Members with Recognition Badges (Beta) check icon indicating true
Use Marketing Journeys to Reward Member Question-and-Answer Activity check icon indicating true
Use Posts at Scale to Reach Multiple Members at Once check icon indicating true
Enjoy the Look of Updated Engagement Queue Pages check icon indicating true
Chatter in Lightning Communities
Close a Conversation in Communities check icon indicating true
Pin Posts to Feeds (Generally Available) check icon indicating true
Check Community Streams Without Leaving Salesforce (Generally Available) check icon indicating true
Hide an Article’s Topics check icon indicating true
Message Button Now Shown on Mobile Profiles check icon indicating true
View Rich Publisher App Information in Emails check icon indicating true
Get Email Notifications for Upvotes check icon indicating true
Partner Communities
Empower External Delegated Admins to Manage Their Teams (Beta) check icon indicating true
Let Delegated Admins Manage and Share Branding Assets (Beta) check icon indicating true
Give More Details with Campaign Marketplace (Generally Available) check icon indicating true
Do More with Market Development Funds check icon indicating true
Target Audiences Based on Their Channel Program or Level check icon indicating true
Share Data with Channel Managers and Partner Users More Securely check icon indicating true
Files in Communities
Manage Libraries check icon indicating true
Manage Library Membership (Generally Available) check icon indicating true
Customize the Look of Libraries in Communities check icon indicating true
File Detail Pages Enhance Community Files check icon indicating true
Preview Quip Documents and Sheets in Communities check icon indicating true
Additional Changes in Communities
Let Community Members Author Knowledge Articles check icon indicating true
Customize Lockout Email Templates check icon indicating true
Assess a Customer’s Mood on Support Calls with Community 360 (Pilot) check icon indicating true
See Activity on More Objects and Add Record Filters in Community 360 check icon indicating true
Community Case Deflection Dashboard Removed From Community Management Package check icon indicating true
Edit Self-Service User Permission Is Manage Customer Users check icon indicating true
Secure Topics for Salesforce Sites and Portals (Critical Update) check icon indicating true

Chatter

Your users can now see earned Trailhead badges on their profile pages. You can link to any type of record that is available in your org from a post or comment. Pinned posts and cross-community streams are now generally available.

Files

A smoother files workflow is here. Manage libraries right from Lightning Experience, including the power to update membership and delete empty libraries. Pop the Quip Lightning component onto records to let your users access Quip right from the record. Curate your files with topics, and find recently viewed files in a jiffy in the recent files dropdown.

Mobile

The Salesforce mobile apps help your users stay productive on the go. We added Chatter enhancements, email notifications for cases, and subjects for tasks and events, just to name a few.

Financial Services Cloud

View consolidated, customizable client profiles with person accounts—now certified for use on Salesforce mobile, Advisor Analytics, and partner and customer communities. Show key customer relationships with enhanced group relationship views. Enhanced rollups let users quickly take action and win opportunities from the Primary Group view. Accelerate data loads by disabling rollup-by-lookup calculations. Boost advisor and banker productivity in Financial Services Cloud with Salesforce Inbox and Pardot. And there’s lots more, including a Teller Access permission set and usability and accessibility enhancements.

Health Cloud

Health Cloud now supports Field Service Lightning, and you can choose from a variety of out-of-the-box ways to send and receive electronic health records (EHR) data using the HL7 v2 standard.

Customization

Customize your way to a smarter org with the new Einstein Next Best Action pilot. We’ve taken several features from pilot or beta to generally available: External Services, custom time fields, Lightning components as flow actions, and flow stages. If you frequently use Lightning pages, processes, or flows, enjoy improved error handling.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Einstein Prediction Builder: Enjoy Custom AI Without Code (Beta) check icon indicating true
Einstein Next Best Action: Use Strategies to Recommend Actions and Offers (Pilot) check icon indicating true
External Services
Create an External Service (Generally Available) check icon indicating true
Enjoy an Improved External Services User Interface check icon indicating true
Edit an External Service check icon indicating true
Get More Characters with the External Services Schema check icon indicating true
Handle More Response Codes in External Services Flows check icon indicating true
Data Protection and Privacy
Determine Which Data Privacy Record to Retain when Merging Records check icon indicating true
The Individual Object Supports Standard Object Features check icon indicating true
Make Users’ Personal Data Unusable by Salesforce at Their Request check icon indicating true
Lightning Flow
Design
Build Flows in Essentials and Professional Editions check icon indicating true
Perform Local Actions in Flows by Using Lightning Components (Generally Available) check icon indicating true
Track Progress Through a Flow with Stages (Generally Available) check icon indicating true
Update Active Stages and Collections with New Assignment Operators check icon indicating true
Capture Date/Time Values in Flow Screens check icon indicating true
See Only Supported Options in the Process Builder Field Picker check icon indicating true
Flow Distribution
Launch Flows as Subtabs in Lightning Console Apps (Generally Available) check icon indicating true
Use Strategies to Recommend Flows to Users and Community Members (Pilot) check icon indicating true
Debugging
Debug Your Flows in Cloud Flow Designer check icon indicating true
Process and Flow Error Emails: Generally Available with Org IDs and Recipient Control check icon indicating true
Monitor Process and Flow Usage Against Per-Transaction Governor Limits check icon indicating true
Make Sure That Flow and Process Bulk Operations Are Supported check icon indicating true
Runtime
Demystified Process Errors for Your Users check icon indicating true
More Granular Batching for Scheduled Actions and Flow Interviews Help You Avoid Runtime Errors check icon indicating true
Enable Flow and Process Queries to Execute in Batches (Critical Update) check icon indicating true
Enable Partial Save for Create and Update Operations in Processes (Critical Update) check icon indicating true
Flow Interviews End When User Sessions End check icon indicating true
Lightning App Builder
Broken Components No Longer Break Lightning Pages check icon indicating true
Add Pinned Regions to Your Console Sidebars check icon indicating true
Show Earned Trailhead Badges with the Badges Lightning Component check icon indicating true
New Components for Email Application Panes check icon indicating true
Recommend Actions and Offers to Lightning Users (Pilot) check icon indicating true
Deliver a CSRF-Protected Visualforce Page with a Lightning Component check icon indicating true
Fields
Track Time with the Time Field Type (Generally Available) check icon indicating true
Show Einstein Predictions Where You Want Them (Beta) check icon indicating true
Salesforce Connect
Pass More Context Information to External Systems with Custom HTTP Headers check icon indicating true
Use Triggers to Track Data Changes on External Objects with the OData 4.0 Adapter (Beta) check icon indicating true
Related Updates for Developers check icon indicating true
General Setup
Create Business Solutions with Lightning Bolt Solutions (available within 24 hours after the release) check icon indicating true
Override the Sender for Approval Request Email Notifications check icon indicating true
Use a Formula to Set a Predefined Value for a Picklist Field on an Action check icon indicating true
Data Loader 43.0 Keeps Your Data More Secure check icon indicating true
Show Translated Custom Quick Action Success Messages Using the Translation Workbench check icon indicating true
View Object Details for Standard Permission Sets check icon indicating true
Evaluate Your App’s Performance with Optimizer (Beta) check icon indicating true
Updated Currency Codes check icon indicating true
Peruvian Currency Format Updated check icon indicating true
Retrieve Custom Setting List Views Using the Metadata API check icon indicating true
Custom Buttons Used as Actions on Page Layouts Can No Longer Be Deleted check icon indicating true
AppExchange
Find AppExchange Solutions Faster with New Filters check icon indicating true
Manage Your AppExchange Profile and Preferences check icon indicating true

Security and Identity

You can now control how long ID tokens and verification links are valid and let your customers log in using verification codes. Encrypt more fields, filter encrypted data, and take more control over your key material. Assess your Health Check score at a glance with a grade. Rename your subdomain without contacting Salesforce Customer Support.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Authentication and Identity
Make It Easy for Your External Users to Log In to Your Community with Passwordless Login check icon indicating true
Implement Passwordless Login and Verification Methods with Apex check icon indicating true
Give Users Flexibility When Entering Phone Numbers check icon indicating true
Enable Users to Review and Manage Their Verification Methods check icon indicating true
Set Different Login Policies for Salesforce and Community Users (Beta) check icon indicating true
Track Logins for Internal Community Users check icon indicating true
Set the Validity Period and Audiences for ID Tokens (not immediately available) check icon indicating true
Subject Claim Added to Asset Token for OAuth 2.0 Asset Token Flow check icon indicating true
Set When Links Expire in Welcome Emails check icon indicating true
Keep Links in Forgot Password Emails from Expiring Prematurely check icon indicating true
Administrator-Initiated Password Reset Links Expire After 24 Hours (not immediately available) check icon indicating true
Trailing Slash Removed from an ID Token’s Issuer URL check icon indicating true
Authentication Provider Endpoints Require HTTP or HTTPS check icon indicating true
Register Callback URLs for OAuth 1.x check icon indicating true
Trigger Custom Application Logic When Users Log Out (Beta) check icon indicating true
Create Lightweight Contactless External Identity Users (Beta) check icon indicating true
Boost Customer Engagement by Extending Community Sessions for External Identity Users (Beta) check icon indicating true
Renamed Option for Verifying Community External Users’ Identity check icon indicating true
View and Revoke Devices with Device Management (Beta) check icon indicating true
Salesforce Shield
Shield Platform Encryption: Activities Data, Custom Object Name, Filter-Preserving Encryption, and More Key Management Options
Encrypt Your List Emails check icon indicating true
Encrypt Fields on Work Orders and Service Appointments check icon indicating true
Encrypt Fields for Your Activities (Generally Available) check icon indicating true
Encrypt Custom Object Names (Beta) check icon indicating true
Encrypt Your Email to Case Feed and Email Messages (Beta) check icon indicating true
Encrypt Data in Rich Text Area Fields (Pilot) check icon indicating true
Get Exact, Case-Sensitive Matching with Shield Filter-Preserving Encryption (Generally Available) check icon indicating true
Enable Encryption for Einstein Analytics Data (Generally Available) check icon indicating true
Reference Encrypted Fields in Matching Rules Used in Duplicate Management (Beta) check icon indicating true
Use Shield Platform Encryption with Change Data Capture (Pilot) check icon indicating true
Require High-Assurance Sessions for Key Management Tasks (Generally Available) check icon indicating true
Opt Out of Key Derivation with BYOK (Generally Available) check icon indicating true
Event Monitoring: Hourly Event Logs, Continuation Callout Summary Event Type, and More Data in Lightning Event Types
Get Hourly Event Logs to Improve Activity Visibility (Generally Available) check icon indicating true
Measure Performance of Asynchronous Callouts in Event Log Files check icon indicating true
Track External Object Data Callouts with Event Log Files (Generally Available) check icon indicating true
Track User Actions in Lightning Experience More Comprehensively with New Fields check icon indicating true
Query Field Retired in API Event Type check icon indicating true
Unique ID Field Added to Insecure External Assets Event Type check icon indicating true
Friendlier Login Timeout Experience for Users check icon indicating true
Updated Resource Options for Transaction Security Entity Event Type check icon indicating true
New Name for Event Monitoring Analytics App Setup check icon indicating true
Health Check
Assess Your Security with Health Check Grades check icon indicating true
Health Check Has New and Changed Security Settings check icon indicating true
Other Changes
Rename Your My Domain When You Want
Stabilize the Hostname for My Domain URLs in Sandboxes (Critical Update)
Specify External Hostname Values in Salesforce check icon indicating true

Salesforce IoT

Use Salesforce IoT Explorer Edition to process events from connected devices in near real time and create meaningful interactions with your customers. This release includes a new Tracker feature to help you troubleshoot issues with new orchestrations. It also includes an Activity Log for monitoring live orchestrations to make sure that everything is working right.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Troubleshoot Orchestrations with Trackers Before You Activate in Production check icon indicating true
Monitor Orchestrations for Continued Performance with Activity Log check icon indicating true

Development

More intelligence, new and improved components and APIs, and sweet tools for 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.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Lightning Components
Postponed “Use without sharing for @AuraEnabled Apex Controllers with Implicit Sharing” Critical Update check icon indicating true
Enable Debug Mode for Only the Users Who Need It check icon indicating true
New Lightning Navigation APIs for Lightning Components check icon indicating true
Lightning Component Library Is Generally Available check icon indicating true
Component CSS Class Names Updated check icon indicating true
slds-form_inline Style Removed check icon indicating true
Lightning Container Components Have New Security Enhancements check icon indicating true
Changes in Locker Service check icon indicating true
Returning Blobs from the Server No Longer Causes Generic Errors check icon indicating true
New and Changed Lightning Components check icon indicating true
New and Changed Lightning Events check icon indicating true
New and Changed Lightning Interfaces check icon indicating true
Deprecated JavaScript API Methods check icon indicating true
Einstein Platform Services
Get Twice as Many Free Predictions check icon indicating true
Reset Your Einstein Platform Services Private Key check icon indicating true
Use a Refresh Token to Generate an Access Token check icon indicating true
Einstein Vision: Deleting Image Datasets and Image Models
Deleting an Image Dataset Returns a New Status Code and Response check icon indicating true
Explicitly Delete an Image Model to Remove It check icon indicating true
Get the Status of an Image Dataset or Model Deletion check icon indicating true
Einstein Language: Deleting Text Datasets and Text Models
Deleting a Text Dataset Returns a New Status Code and Response check icon indicating true
Explicitly Delete a Text Model to Remove It check icon indicating true
Get the Status of a Text Dataset or Model Deletion check icon indicating true
Visualforce
Apply Lightning Experience Stylesheets to Visualforce Pages (Generally Available) check icon indicating true
Lightning Experience Stylesheets Are Updated check icon indicating true
Lightning Experience Stylesheets Support Custom Theming check icon indicating true
Quickly Identify the Salesforce Theme That Users See in JavaScript check icon indicating true
Enable Clickjack Protection for Visualforce Pages in the Salesforce Classic Console check icon indicating true
Apex
Simplify Your Code with the Apex Switch Statement check icon indicating true
Get the Developer Name for Record Types More Easily check icon indicating true
The SOQL Count() Function Doesn’t Count (As Much) Toward Limits check icon indicating true
Clear Messages on Visualforce Pages While Testing check icon indicating true
Compile on Deploy (Generally Available) check icon indicating true
Opt Out of Collecting Code Coverage Information During Test Runs check icon indicating true
Use the New Apex Access Modifier for Packaging (Beta) check icon indicating true
Apex Code Size Limit Increased (available within 24 hours after the release) check icon indicating true
Apex Exception Email Recipients Can Receive Process and Flow Error Emails check icon indicating true
Apex: New and Changed Classes, Enums, and Interfaces
New Apex Classes check icon indicating true
Changed Apex Classes check icon indicating true
New Apex Enums check icon indicating true
Changed Apex Interface check icon indicating true
ConnectApi (Chatter in Apex): New and Changed Classes and Enums
New and Changed Chatter in Apex Classes check icon indicating true
New and Changed Chatter in Apex Input Classes check icon indicating true
New and Changed Chatter in Apex Output Classes check icon indicating true
New and Changed Chatter in Apex Enums check icon indicating true
Metadata
Determine Metadata Coverage at a Glance check icon indicating true
Enable Access to Metadata Without Enabling Access to Data, Too (Beta)
Untangle Your Dependencies with MetadataComponentDependency Queries (Pilot) check icon indicating true
Custom Metadata Types
Update Multiple Validation Rules with Custom Metadata Type Records (Generally Available) check icon indicating true
Retrieve Custom Metadata Type List Views Using Metadata API check icon indicating true
New Change Set Components check icon indicating true
When Change Sets Become Unavailable check icon indicating true
Metadata API check icon indicating true
Tooling API
Tooling API New and Changed Objects check icon indicating true
Tooling API Changed Calls and Resources check icon indicating true
API
New and Changed Objects
New Objects check icon indicating true
Changed Objects check icon indicating true
SOQL check icon indicating true
SOSL check icon indicating true
REST API
New and Changed Resources check icon indicating true
SOAP API
New, Changed, and Deprecated Calls check icon indicating true
Chatter REST API
New and Changed Chatter REST API Resources check icon indicating true
New and Changed Chatter REST API Request Bodies check icon indicating true
New and Changed Chatter REST API Response Bodies check icon indicating true
Reports and Dashboards REST API
New Resource: folders/​<folderid>/children check icon indicating true
New Methods: GET folders check icon indicating true
Changed Resources: /analytics/reports, /analytics/dashboards, and folders check icon indicating true
User Interface API
Build UI for List Views check icon indicating true
Build UI for Most Recently Used List Views check icon indicating true
Build UI for Apps check icon indicating true
Other User Interface API Changes check icon indicating true
Bulk API check icon indicating true
Publisher and Quick Action JavaScript APIs check icon indicating true
Salesforce Console API check icon indicating true check icon indicating true
$CustomMetadata Global Variable check icon indicating true
Debugging
Banish Bugs with Two New Debuggers in Visual Studio Code (not immediately available) check icon indicating true
Parse Debug Logs More Effectively with Updated Log Lines check icon indicating true
Store Larger Debug Logs with Changed Log Limits check icon indicating true
Troubleshoot Flows and Processes with New Log Lines check icon indicating true
Salesforce Extensions for VS Code
Debug All Your Orgs for Free with Apex Replay Debugger (Beta) (not immediately available) check icon indicating true
Debug Subscriber Sandboxes in VS Code (not immediately available) check icon indicating true
Force.com IDE 2 Beta Discontinued check icon indicating true
Salesforce CLI (not immediately available) check icon indicating true
Scratch Orgs check icon indicating true
Work with Health Cloud Managed Packages in Scratch Orgs check icon indicating true
Enterprise Messaging
Test Process and Flow Event Subscribers in Apex check icon indicating true
Deliver Test Events on Demand check icon indicating true
Access Subscriber Information in an Apex Test check icon indicating true
Get Notified When an Apex Trigger Is Suspended for Too Many Retries check icon indicating true
Get the Number of Milliseconds in Platform Event DateTime Fields check icon indicating true
Scale Your Event-Based Apps with High-Volume Platform Events (Pilot) check icon indicating true
Keep Your External Data Up to Date with Change Data Capture (Pilot) check icon indicating true
Packaging
Create and Manage Packages More Easily (Beta) check icon indicating true
Remove Components from Non-Namespaced Unlocked Packages (Beta) check icon indicating true
Enhanced Validation Prevents Removing Active Records when Uninstalling Packages check icon indicating true
Locked Packages Pilot Is Suspended check icon indicating true
ISVforce
Launch Business Solutions Quickly Using Lightning Bolt Solutions (available within 24 hours after the release) check icon indicating true
Submit Marketing Resources in the Publishing Console check icon indicating true