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How and When Do Features Become Available?

Some features in Winter ’19 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 made it easier to find what you need in our supported browsers documentation. Supported browsers for Salesforce vary depending on whether you use Salesforce Classic or Lightning Experience. As of April 5, 2019, we no longer support Internet Explorer 9 and 10. You can continue to access these browsers, however, Salesforce will not provide support for issues that you encounter using them.

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

We introduce new ways to ease and encourage users to transition to Lightning Experience. Also, get insight into why users are switching back to Salesforce Classic with a new feedback form. Personalize your view in Lightning Experience with display density controls. Fast track your communication with predefined quick text messages in emails, tasks, events, and chats. Search within list views, and share your favorite list view with your team. Check out the ways that we bolstered surveys, search filters, and Lightning console apps. And that’s only half of it.

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
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
Keep Users in Lightning Experience check icon indicating true
Guide Your Users’ Transition to Lightning Experience with Change Management Resources check icon indicating true
Move Actions and Buttons Easily When Transitioning to Lightning Experience (Beta) check icon indicating true
Enhancements to JavaScript Buttons in the Lightning Experience Configuration Converter check icon indicating true
Prepare Visualforce Pages for Lightning Experience by Automatically Applying Style Sheets (Beta) check icon indicating true
Let the Readiness Report Be Your Guide to Lightning Experience check icon indicating true
View Page Performance by Browser and Other New Metrics in the Lightning Usage App check icon indicating true
Change Your View with Display Density Settings check icon indicating true
Say Goodbye to Copy and Paste and Hello to Quick Text check icon indicating true
Assign a New Owner to Multiple Leads, Cases, or Custom Objects at One Time check icon indicating true
Find the Data You Need in a Jiffy with List View Search check icon indicating true
Collaborate with Ease with List View Sharing check icon indicating true
Use Background Utility Items to Add Functionality to a Lightning App check icon indicating true check icon indicating true
Improve Your Salesforce Implementation with Optimizer check icon indicating true
Use Multi-Select Picklists Easily in Lightning Experience check icon indicating true
Open Hyperlinks in Formula Fields Correctly check icon indicating true
Console
Clean Your Slate with the Close All Tabs Keyboard Shortcut check icon indicating true check icon indicating true
External Objects Now Supported in Lightning Console check icon indicating true check icon indicating true
Visualforce Overrides for Console Apps check icon indicating true check icon indicating true
Navigation Items No Longer Open in Workspace Tabs by Default check icon indicating true check icon indicating true
Generate Console URLs and Set Navigation Items with Lightning Console JavaScript APIs check icon indicating true check icon indicating true
Streamline Your Workflow by Personalizing Your Navigation Items check icon indicating true check icon indicating true
Create an Intuitive Workspace with Customizable Workspace Tab Titles and Icons check icon indicating true check icon indicating true
Salesforce Surveys
Gather Specialized Data with New Question Types check icon indicating true
Add Multiple Questions to a Survey Page check icon indicating true
Invite Person Accounts to Participate in Surveys check icon indicating true
View a Person Account’s Survey Invitations check icon indicating true
View Status and Responses on Survey Invitations check icon indicating true
Generate Survey Invitations Automatically
Choose Whether Participants Must Log In to Take a Survey check icon indicating true
Question Properties Menu Has a New Home check icon indicating true
Editing Active Surveys Is No Longer Supported check icon indicating true
Gather Data from Banking Customers with Salesforce Surveys in Financial Services Cloud check icon indicating true
Pause... and Resume a Survey check icon indicating true
Search
Get More Relevant Search Results Without the Wait check icon indicating true
Search and Filter Results in More Places check icon indicating true
Filter Search Results for Custom Objects check icon indicating true
Filter Search Results by Number Range check icon indicating true
Find Messaging Sessions Using Global Search check icon indicating true
Recover Your Unsaved Text After Getting Timed Out check icon indicating true
Retention Limit for Field History Data Is Now Enforced check icon indicating true
Support for IE9 and IE10 Is Ending check icon indicating true
Cisco Spark Is Now Cisco Webex Teams check icon indicating true

Lightning Essentials

Stay in the app to celebrate, set up, and subscribe to Salesforce Essentials with in-app Trailhead badging, improved setup flows and a new subscription page. In Sales Essentials, tackle more tasks with improved setup flows. In Service Essentials, create a self-service help center and use CTI to let agents make calls from their computers with a softphone.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Celebrate Learning with In-App Trailhead Badges check icon indicating true
Manage Your Essentials Subscription Without Leaving Salesforce check icon indicating true
Sales Essentials
Create Custom Fields Fast check icon indicating true
Delete Trial Data in a Jiffy check icon indicating true
Sync Your Emails and Activities check icon indicating true
Service Essentials
Let Customers Be Self-Sufficient with Help Center check icon indicating true
Use CTI in Service Essentials check icon indicating true

Sales

Custom fields in Einstein Forecasting make Salesforce more intelligent. Measure sales performance with territory-based quotas and forecasts. Extend the world’s No. 1 CRM to email and calendar via integration with Microsoft® and Google. Build recurring relationships with your customers with CPQ Evergreen Subscriptions. And get smarter marketing automation with Pardot in Lightning Experience.

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 Activity Capture check icon indicating true
Einstein Readiness Assessor check icon indicating true
Einstein Lead Scoring check icon indicating true
Einstein Insights check icon indicating true
Core Sales Features
Collaborative Forecasts
Forecast Sales by Territory (Generally Available) check icon indicating true
Share Your Forecasts (Generally Available) check icon indicating true
Get More from the Forecasts Page check icon indicating true
Enterprise Territory Management check icon indicating true
Accounts
Add Multiple Account Team Members Faster in Lightning Experience check icon indicating true
Include Partner Users on Account Teams in Lightning Experience check icon indicating true
Campaigns
Campaigns: Keep Pardot and Salesforce Campaign Members in Sync check icon indicating true
Drill Into Your Campaign Related Lists with Quick Filters check icon indicating true
Leads check icon indicating true
Opportunities
Retain Edit Rights for Previous Opportunity Owners check icon indicating true
Include Partner Users on Opportunity Teams in Lightning Experience check icon indicating true
Other Changes in Core Sales Features
Customizable Forecasting Is Being Retired check icon indicating true
Territory Management Is Being Retired check icon indicating true
Integrate LinkedIn Sales Navigator check icon indicating true
Filter Opportunity List Views by Territory check icon indicating true
Filter Opportunity Reports by Territory check icon indicating true
Trigger Territory Assignment on Account Update in Lightning Experience check icon indicating true
Executive News Articles No Longer Available check icon indicating true
Productivity Features
Inbox check icon indicating true
Email Experience
Bounce Back from Email Bounces check icon indicating true
Quickly See Whether Customers Open Email from Your Company check icon indicating true
Turn Off Email Tracking for Specific People check icon indicating true
Add Attachments to List Emails check icon indicating true
Save Sales Reps Time with Quick Text for Emails and List Emails check icon indicating true
Improve Email Security with Redesigned DKIM Keys check icon indicating true
Secure Email Relays with SMTP Authentication check icon indicating true
Email Templates
Let Sales Reps Manage Email Template Privacy check icon indicating true
Email Templates Show Only Relevant Merge Fields check icon indicating true
Focus on Leads and Contacts in the Merge Field Picker check icon indicating true
Manage Salesforce Classic Email Templates a New Way in Lightning Experience check icon indicating true
Use Attachments After Inserting Salesforce Classic Email Templates check icon indicating true
Add Attachments to Lightning Email Templates check icon indicating true
Lightning Dialer
Record Your Dialer Calls check icon indicating true
Make Dialer Calls with Your Business Phone check icon indicating true
Einstein Activity Capture
Customize Einstein Email Insights to Fit Your Business check icon indicating true
Act on Einstein Email Insights check icon indicating true
Leave Feedback About Einstein Email Insights check icon indicating true
Reach Out to the Right People with Recommended Connections check icon indicating true
Activities
Include Reminders with Task Quick Actions check icon indicating true
Save Sales Reps Time with Quick Text for Events and Tasks check icon indicating true
Save Time with Persistent Activity Timeline Filters check icon indicating true
Choose Which Activity Types Appear in the Activity Timeline check icon indicating true
See Email Tracking and Bounce Information in the Activity Timeline check icon indicating true
Filter by Task Subject in Global Search Results check icon indicating true
Control Access to Activities check icon indicating true
Kanban
Get the Kanban View for Recently Viewed Lists check icon indicating true
Search for Records in the Kanban View check icon indicating true
Calendar
Schedule Event Series (Beta) check icon indicating true
Customize Which Tasks You See on Your Calendar check icon indicating true
Add and Remove Meeting Participants from Any User Interface check icon indicating true
Sales Console check icon indicating true
Lightning Data: Match Selection, More Usable Labels
Select a Match When the Automatic Match Isn’t the Right One check icon indicating true
Status Label Not Found Was Changed check icon indicating true
Match Confidence Score Label Was Changed check icon indicating true
Address Field Labels Were Changed check icon indicating true
Integration with Google
Lightning for Gmail: Increase Productivity with Inbox Beta for Gmail (Beta) check icon indicating true
Lightning Sync for Google: Syncing for API-Triggered Updates and Flexible Sync Options
Get More Flexibility with Event Sync and Edit Options check icon indicating true
Sync Event Changes Made Through the API check icon indicating true
Integration with Microsoft®
Outlook® Integration
Lightning for Outlook and Salesforce Inbox Combined into a Single Add-In check icon indicating true
Increase Productivity with the Outlook Integration with Inbox (Generally Available) check icon indicating true
Save Time and Improve Consistency with Text Shortcuts check icon indicating true
Lightning Sync for Microsoft® Exchange®
Sync Event Series Between Microsoft® Calendars and Salesforce check icon indicating true
Sync Event Changes Made Through the API check icon indicating true
Get More Flexibility with Event Sync and Edit Options check icon indicating true
Lightning Sync Page in Setup Has a New Name check icon indicating true
Salesforce for Outlook
Salesforce for Outlook Not Available for Customers New to the Product check icon indicating true
No Salesforce for Outlook Patches Planned check icon indicating true
Reminder About Functionality Loss for Earlier Versions check icon indicating true
Connect for Office check icon indicating true
Salesforce CPQ and Billing
Salesforce CPQ
Set Up Salesforce CPQ Winter ’19 check icon indicating true
Generate Subscriptions Without End Dates check icon indicating true
Setting Price Rates for Usage-Based Products (Beta) check icon indicating true
Price Percent of Total Products Based on the Entire Bundle check icon indicating true
Order Fields Pre-Populated in Lightning check icon indicating true
Use the Improved Rich Text Editor check icon indicating true
Salesforce Billing
Upgrading to Salesforce Billing Winter ’19 check icon indicating true
Payment Gateway: Tracking Gateway Responses and Refunding Failed Payments check icon indicating true
Revenue Schedule: Revenue Adjustments and Revenue Amount Fields check icon indicating true
Create Sub-Invoice Lines for Billing Transactions check icon indicating true
Cancel Order Products Using Invoice Plans check icon indicating true
Pardot
Align Sales and Marketing on a Single Platform with Pardot in Lightning Experience (Generally Available) check icon indicating true
Easily Opt In Opted-Out Prospects Synced to Salesforce check icon indicating true
Convert Engagement Programs to Allow Repeat (Beta) check icon indicating true
Filter Engagement Studio Canvas by Date check icon indicating true
B2B Marketing Analytics Dashboards Changed check icon indicating true
Create Salesforce Campaign Members from Prospects check icon indicating true
Pardot UI Gets a Mini-Makeover check icon indicating true
Use Engage for Gmail Extension with the New Gmail UI check icon indicating true
Enable Operational Email check icon indicating true
Run a Full Sync Without Contacting Pardot Support check icon indicating true
Let Prospects Repeat Engagement Programs check icon indicating true
Copy and Paste to Build Engagement Programs check icon indicating true
Notification Banner Permission Changes check icon indicating true
Bot Clicks Filtered from Pardot Actions and Reports check icon indicating true
Send Engage Campaigns from More Places check icon indicating true
UI Improvements in the Pardot Lightning App check icon indicating true
View Sent Automated Emails check icon indicating true

Service

Enjoy a cornucopia of new features to help bring your customer service to the next level. LiveMessage in Lightning Experience lets you engage with customers on top messaging channels from the Lightning Service Console. With Help Center, create a help site to share Knowledge articles and let customers log cases for issues that require human intervention. In Lightning Flow for Service, view completed steps in the Guided Action History and alert agents to required steps. Share dispatching responsibility with your field service contractors by giving them access to the dispatcher console from a community. Finally, power your Einstein bots to do more for your customers with process automation flows.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Einstein Bots
Supercharge Your Bot with Autolaunched Flows—No Coding Required check icon indicating true
Analyze Einstein Bots Sessions Easily and More Deeply check icon indicating true
Define Bot Question Elements Differently with Slots Renamed to Variables check icon indicating true
Train Bots More Easily with a Unified Intent Set Across All Bot Versions check icon indicating true
Build Intents Quickly by Adding Customer Inputs with the Data Loader check icon indicating true
Understand Your Customers More Quickly—Einstein Bots Support Literal Matches check icon indicating true
Channels
LiveMessage
Support Your Customers with Text Messaging and Facebook Messenger check icon indicating true
Set Up LiveMessage with a Guided Setup Flow check icon indicating true
Set Customer Expectations with Automated Response Messages check icon indicating true
Customize Automated SMS Opt-In and Opt-Out Messages check icon indicating true
Keep Customers in the Know with Automatic Text Message Notifications check icon indicating true
Send and Receive Images and File Attachments with SMS Text Messaging and Facebook Messenger check icon indicating true
Help Center check icon indicating true
CTI
Use CTI in Service Essentials check icon indicating true
Increase the Size of Your Open CTI Softphone check icon indicating true
Live Agent
Access Live Agent Setup Pages in Lightning Experience check icon indicating true
Customize the Live Agent Session Page in Lightning Experience check icon indicating true
Use Skills-Based Routing to Route Chats in Live Agent (Beta) check icon indicating true
Use a Button to Insert Quick Text into Your Chats check icon indicating true
Snap-Ins Chat
Make Each Snap-In Your Own with Custom Labels check icon indicating true
Add Code Snippet Settings to Your Communities Snap-Ins check icon indicating true
Get Chat Event Notifications from Snap-Ins Chat check icon indicating true
Roam Freely and Chat Across Multiple Tabs check icon indicating true
Take Advantage of Improvements to Live Agent check icon indicating true
Snap-Ins for Mobile Apps check icon indicating true
Social Customer Service
Support Your Customers on YouTube check icon indicating true
Respond to Social Posts Without Creating a Case check icon indicating true
Show Your Emotions with Emoji check icon indicating true
Keep It Private on Facebook check icon indicating true
Use the Compact Feed for Social Posts check icon indicating true
Get Your Agents Ready for Lightning Experience check icon indicating true
Support Your Government Partners in the Public Cloud check icon indicating true
Upgrade Your Social Customer Service Package check icon indicating true
Field Service
Point Your Workforce to the Next Step with Lightning Flow for Service check icon indicating true
Generate Service Reports in Other Languages check icon indicating true
Transfer Serialized Product Items (Beta) check icon indicating true
Write Service Report Triggers check icon indicating true
Quickly Find Signed Service Reports check icon indicating true
Automatically Share Service Appointments and Work Orders check icon indicating true
View Related Product Transfers on Locations and Product Items check icon indicating true
User Profile Image Storage on Android check icon indicating true
Field Service Managed Package
Let Partners Dispatch from Communities check icon indicating true
Color-Code the Gantt check icon indicating true
Add Custom Actions to the Dispatcher Console check icon indicating true
Customize the Gantt Utilization View check icon indicating true
Do More with Custom Appointment List Filters check icon indicating true
View Resource Absences on the Dispatcher Console Map check icon indicating true
Book Appointments More Easily check icon indicating true
Choose When Appointments Appear on the Gantt check icon indicating true
Turn Off the Chatter Post for Emergency Appointment Dispatch check icon indicating true
Other Improvements to the Field Service Lightning Managed Package check icon indicating true
Case Management
Service Console
Switch to Lightning Experience Directly from Your Salesforce Classic Console App check icon indicating true
Lightning Flow for Service
Identify Status Quickly Using the History Tab on the Guided Action List check icon indicating true
Focus Your Agents with a Subset of Guided Actions check icon indicating true
Warn Agents When a Guided Action Is Mandatory check icon indicating true
Cases
Embed Images into Case Emails in Lightning Experience check icon indicating true
Enjoy the Compact Case Feed Everywhere in Lightning Experience check icon indicating true
Work More Efficiently in Your Case Feed in Lightning Experience check icon indicating true
Use Visualforce Email Templates in Lightning Experience check icon indicating true
Share and Preview Files By Automatically Saving Email-to-Case Attachments as Salesforce Files check icon indicating true
Set Audit Fields When Importing Emails check icon indicating true
Fight Spam—Reject Cases Without reCAPTCHA Verification check icon indicating true
Omni-Channel
Route Work to Agents Using Both Queues and Skills Simultaneously in the Same Org check icon indicating true
Use Skills-Based Routing to Route Chats in Live Agent (Beta) check icon indicating true
Keep an Eye on Agent Workload for Both Queue-Based and Skills-Based Routing in Omni-Channel Supervisor check icon indicating true
Let Supervisors Monitor Chats in Real Time in Omni-Channel Supervisor check icon indicating true
Give Supervisors a Sneak Peek into What Agents and Customers Are Typing in Chats check icon indicating true
Productivity
Share and Organize Macros and Quick Text in Folders check icon indicating true
Click Away—Insert Quick Text into Your Emails with a Button check icon indicating true
Use Quick Text in Tasks and Events check icon indicating true
Insert Quick Text in Knowledge Articles and Chat check icon indicating true
Never Forget Quick Text Again Thanks to a Popup Button check icon indicating true
Service Cloud Mobile
Work in Your Org’s Language with Mobile Localization check icon indicating true
Communicate Intuitively with Mobile Mentions check icon indicating true
Customize Quick Actions with Page Layouts (Android) check icon indicating true
Post Files to the Case Feed (Android) check icon indicating true
Knowledge
Lightning Knowledge Is Included in Service Essentials check icon indicating true
Map Case Fields to Data Categories for Better Search Results check icon indicating true
Get More Done on Article List Views with Mass Actions check icon indicating true
Insert Anchor Links in Rich Text Fields to Help Readers check icon indicating true
Customize Articles with Actions, Buttons, and Links (Beta) check icon indicating true
Add Lookup Fields to Article Versions from Various Records check icon indicating true
Do More from the Articles Related List on Cases check icon indicating true
Customize Global Search to Find the Most Relevant Knowledge Data check icon indicating true
Import Articles with Translations to Leave No Languages Behind check icon indicating true
Move More to Lightning Knowledge—Communities Topics and Article Search Data (Beta) check icon indicating true
Translate Articles Faster with Helpful Links in Emails and Evenly Spaced Columns on Pages check icon indicating true
Access Smart Links in Articles from the Salesforce App check icon indicating true
Stay in Lightning Knowledge to Insert Article Content into Emails check icon indicating true
Use Quick Text in Your Knowledge Articles check icon indicating true
Setup Flows check icon indicating true

Analytics

Drive decisions with insights from reports and dashboards and Einstein Analytics. Drill down in Lightning Experience reports to get the details behind the numbers. Create Einstein Analytics assets with templates, enhanced sharing security, file-based data connectors, and much more.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Reports and Dashboards
Reports
Einstein Data Insights: Learn More from Your Reports (Generally Available) check icon indicating true
Edit Joined Reports with Lightning Report Builder (Beta) check icon indicating true
Enjoy a Better Interface with Enhanced Run Page (Beta) check icon indicating true
Draw Insights Quicker by Drilling into Your Data check icon indicating true
Choose the Currency for a Report check icon indicating true
Role Hierarchy Filter Requires a Role Selection check icon indicating true
Dashboards
Add Up to 50 Values to Each Dashboard Filter check icon indicating true
Set Decimal Precision in Dashboard Charts and Tables check icon indicating true
Customize Axis Ranges on Dashboard Charts check icon indicating true
Use Joined Reports as Source Reports for Dashboard Components check icon indicating true
Subscriptions and Search and Folders
Quick Search: Find Reports, Dashboards, and Folders Fast check icon indicating true
Report and Dashboard Folder Enhancements check icon indicating true
Other Reports and Dashboards Enhancements check icon indicating true
Einstein Analytics
Onboarding and Getting Started
Ease into Analytics with Welcoming Introductory Resources check icon indicating true
Learn in Context with In-App Videos check icon indicating true
Access the Learning Adventure App within Analytics Studio check icon indicating true
Expedite Data Visualization with Conversational Queries (Generally Available) check icon indicating true
Navigate Your Analytics Apps More Easily from Menus check icon indicating true
Share Links That Open in Analytics Tab or Studio check icon indicating true
Additional Enhancements Across Analytics check icon indicating true
App Building
Explore Data from Multiple Datasets in a Single Lens check icon indicating true
Add Date Filters Faster check icon indicating true
Rename the Count of Rows Label check icon indicating true
Dates and Date Parts Stay Together check icon indicating true
Add Your Own Maps to Analytics with a Few Clicks check icon indicating true
Hide Null Values in a Chart Tooltip check icon indicating true
Smart Dashboard Templates Create Ready-Made Dashboards from Existing Datasets check icon indicating true
Hide Widget Actions from Dashboard Viewers check icon indicating true
Plan for Classic Designer’s Retirement check icon indicating true
Look into the Future with the SAQL Timeseries Function check icon indicating true
Fill Missing Dates in a Data Stream with the SAQL Fill Function check icon indicating true
Give Communities Users Analytics Insights Under the New License check icon indicating true
Manage the Complete Lifecycle of Analytics Apps with the CLI Analytics Plug-in check icon indicating true
Track Adoption of Einstein Analytics check icon indicating true
Other Enhancements in App Building check icon indicating true
Prebuilt Templates and Apps
App Templates Show You What Einstein Analytics Can Do for You check icon indicating true
Find the Analytics App You Want to Create Fast with the New Template Picker check icon indicating true
New Analytics Templates: Analyze Data from Multiple Orgs in Sales App, Get Instant Insights into B2B Commerce Metrics check icon indicating true
Pricing, Subscription Templates Take Salesforce CPQ Analytics to a New Level check icon indicating true
The Lead Change Analytics Template Helps You Convert Leads to Business check icon indicating true
The Approval Analytics Template Gives You Instant Insight into Your Approval Processes check icon indicating true
Veeva CRM Customers: Visualize Sales Processes and Performance With Salesforce Analytics for Veeva Template check icon indicating true
Retail Banking Template For Financial Services Cloud Customers Helps Deepen Customer Relationships and Attract New Clients check icon indicating true
Data Integration
Replication is Now Called Data Sync check icon indicating true
Load and Append Multiple CSV Files with the Amazon S3 Connector check icon indicating true
Avoid Data Drift with Periodic Full Sync check icon indicating true
Trigger Sync for External Data When You Run a Dependent Dataflow check icon indicating true
Bring in More Data Through Google Big Query and Heroku Connections check icon indicating true
Create Datasets from One Place check icon indicating true
Do More from the Dataset Edit Page check icon indicating true
Fast-Track Your Data from a CSV File to a Lens, Recipe, or Story check icon indicating true
Run More Data Jobs check icon indicating true
Navigate Recipe Columns with Ease in the Columns Tab check icon indicating true
Search No More for the Column Profile in the Recipe Editor check icon indicating true
Add Data Faster in the Recipe Editor check icon indicating true
Share More Sharing Settings in Einstein Analytics check icon indicating true
Mobile Apps
Experience Dynamic Pages and Conditional Formatting 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
Einstein Discovery
Create Einstein Discovery Stories from Einstein Analytics Datasets check icon indicating true
Navigate Einstein Discovery Stories and Insights in the Einstein Analytics Interface check icon indicating true
Manage Einstein Discovery Goals and Models Deployed to Salesforce check icon indicating true
Improve Your Einstein Discovery Models by Investigating Their Metrics and Performance check icon indicating true

Communities

Communities elves have been hard at work this release, bringing amazing features and improvements. Your community members can finally have actual conversations using threaded discussions. Recognition badges help motivate community members and drive adoption. Guest community users can use flows to do a host of things in a community without logging in. And your customer support can help customers help themselves by quickly setting up a knowledge base community using the new Help Center template. All this and a host of new components, security features, and general improvements to keep your community implementations buzz-worthy.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Lightning Communities
Update Your Lightning Community to the Latest Template check icon indicating true
Create a Self-Service Help Center and Turn Customers into Search Heroes check icon indicating true
Discover CMS for Community Cloud (Beta) check icon indicating true
Koa and Kokua Go Off into the Sunset check icon indicating true
Use Audience Targeting Enhancements check icon indicating true
Export Themes, Just like Whole Sites and Pages check icon indicating true
Do More with Themes and Added Options check icon indicating true
Edit Most Page URLs check icon indicating true
Validate Head Markup as You Type check icon indicating true
Lightning Components in Community Builder
Filter Search Results in Communities check icon indicating true
Enjoy the Give and Take of Discussions in Your Feed check icon indicating true
Allow Guest Users to Access Flows (not immediately available) check icon indicating true
Block Deletion of Threads in Communities check icon indicating true
Use Rich Publisher Apps on Your Mobile Devices check icon indicating true
Let Users Add Topics to Records check icon indicating true
Do More with Topics from the List View check icon indicating true
Add Topics to Your Original Content (Beta) check icon indicating true
Display Related Lists with More Precision check icon indicating true
Suggest Actions and Offers to Community Members (Pilot) check icon indicating true
Show Salesforce IoT Data to Community Users check icon indicating true
Customize Actions on the User Profile Component check icon indicating true
Use More Snap-Ins Chat Features in Your Community check icon indicating true
Allow Field Service Dispatching from Lightning Communities check icon indicating true
Save Time with New Global Actions for Communities check icon indicating true
See Field Dependencies While Editing a Record Details Page check icon indicating true
Update Subtopic Elements on Headline Component in Your Community check icon indicating true
Search and Share List Views and Filter Campaign Related Lists check icon indicating true
Community Engagement
Keep Members Engaged with Recognition Badges (Generally Available) check icon indicating true
Display Recognition Badges on User Profiles check icon indicating true
Award Recognition Badges with the New Give Badge Button check icon indicating true
Use the Questions With and Without Answers Report to See Your Community in Action check icon indicating true
Files in Lightning Communities
Ensure Access to Documents with Proper Permissions check icon indicating true
Make Changes to File Fields When You Need To check icon indicating true
Populate Custom Fields When Uploading Files check icon indicating true
Share Folders Using Public Links check icon indicating true
Ensure Access to Documents with Proper Permissions check icon indicating true
Partner Central
Drive Data Sharing in a Multi-Tier Distribution Channel with Partner Relationships (Pilot) check icon indicating true
Manage and Share Brand Information and Include It in Co-Branded Email Templates (Generally Available) check icon indicating true
Encourage External Delegated Admins to Manage Their Teams (Generally Available) check icon indicating true
Require Unique Usernames for Partners at the Org Level check icon indicating true
Ignore the Rules and Allow Greater Flexibility with Budgets check icon indicating true
Control Community User Visibility (Beta) check icon indicating true
Include Partner Users on Account and Opportunity Teams in Lightning Experience check icon indicating true
Sharing and Security
Improve Security for Sites and Communities by Restricting Record Access for Guest Users check icon indicating true
Limit Guest User Access to Activities check icon indicating true
Use Sharing Sets with All Customer and Partner Licenses (Generally Available) (available within 24 hours after the release) check icon indicating true
Use Sharing Sets with Contacts with Multiple Accounts (Beta) check icon indicating true
Use Sharing Sets with Campaigns, Opportunities, and Orders (Beta) check icon indicating true
Use the New Content Security Policy to Better Protect Your Community check icon indicating true
Enhance Your Community Privacy with Google IP Anonymizer check icon indicating true
Secure iframes with Clickjack Protection on Sites and Communities check icon indicating true
Enable Users to Log In with Their Email, Phone Number, or Any Identifier You Choose check icon indicating true
Allow Visitors to Join Your Community by Email or Phone check icon indicating true
Customize the One-Time Password Email Template for Identity Verification check icon indicating true
Give Internal Users Login Access to Communities Through an External Authentication Provider check icon indicating true
Set Different Login Policies for Internal Community Users (Generally Available) check icon indicating true
Usability and Performance Improvements
Dependent Picklists No Longer Have a Default Value Selected check icon indicating true
Guest Users Are Redirected to a Login Page When Visiting Record Pages check icon indicating true
Get Faster Page Response with Support for Optional URL Query Parameters check icon indicating true
Decrease Page Load Times with Community Content Delivery Network (Generally Available) check icon indicating true
Communities Documentation check icon indicating true
Other Changes in Communities
Use Lightning External Apps and Lightning External Apps Plus Licenses to Create Custom Digital Experiences check icon indicating true
Find All the Community Content Features in One Workspace Location check icon indicating true
Better Place for Time in Feeds check icon indicating true
Provide Your High-Volume Community Users with Access to Data Privacy Records check icon indicating true
Assign a New Owner to Multiple Leads, Cases, or Custom Objects at One Time check icon indicating true
Give Guest Users Permission to Create Surveys and Ideas
Manage Customer User Permission Has Been Removed from All Standard Profiles check icon indicating true

Chatter

Automatically save your posts as drafts as you’re composing. Now when you post, the cursor moves to the text body instead of the To field so you can start writing your post right away.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Save Your Chatter Posts as Drafts check icon indicating true
Cursor Focus in Chatter Publisher Has Changed check icon indicating true

Files

Use public links to share folders, so you can deliver collections of files to your employees, partners, customers, and prospects. Access file details on the go with mobile file detail pages.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Share Multiple Files in a Folder Using Public Links check icon indicating true
Go Mobile with the File Detail Page check icon indicating true
Track File Stats with the File Engagement Card check icon indicating true
Other Changes in Files
Ensure Access to Documents with Proper Permissions check icon indicating true
Integrate Quip and Salesforce Classic check icon indicating true
Content Delivery Daily Limits Increased check icon indicating true
Folders Enabled for All New Libraries check icon indicating true
Content Delivery Search Bar Has Changed check icon indicating true
View Content Previews from the File Detail Page check icon indicating true
Full Previews No Longer Available Without Files Tab check icon indicating true
Multi-File Upload Not Available for Microsoft Internet Explorer Versions 9 and 10 check icon indicating true

Mobile

Check out the latest features for getting more done no matter where you are.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Salesforce App
What’s New in Salesforce for Android and iOS check icon indicating true
Everything That’s New in the Salesforce App
Updated Salesforce App Requirements check icon indicating true
Manage Territory Account Assignment on the Go check icon indicating true
Find Your Territories’ Opportunities on the Go check icon indicating true
Include Partner Users on Account and Opportunity Teams check icon indicating true

Financial Services Cloud

Standardize customer engagement processes with Action Plans task templates. Find out what’s on customers’ minds with Salesforce Surveys. Give bankers a more holistic view of customers with the Commercial Banking Console Lightning app. And help customers help themselves with Einstein Bots for Financial Services Cloud. Plus, accelerate data insert and update operations with the enhanced rollup framework in Financial Services Cloud.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Ensure Consistency and Compliance in Customer Engagement Processes with Action Plans check icon indicating true
Gather Customer Insights with Salesforce Surveys check icon indicating true
Get a More Holistic View of Customers with Commercial Banking check icon indicating true
Help Customers Help Themselves with Einstein Bots check icon indicating true
Enhance Rollups check icon indicating true
Financial Services Cloud Has New Objects check icon indicating true
New Financial Services Cloud Object Fields check icon indicating true

Health Cloud

Health Cloud now supports seamless collaboration among healthcare providers and payers. Providers can submit and track requests for authorization, and payers can process requests to make sure patients get the right care, at the right time, in the right place. And we've added new Lightning components to make it easier to build your own custom record pages for your users.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Deliver More Personalized and Appropriate Care with Utilization Management check icon indicating true
Unify Membership, Benefits, and Preauthorizations with the Health Insurance Data Model check icon indicating true
Access External Insurance Claims Data check icon indicating true
Be More Efficient with Patient Card Usability Improvements check icon indicating true
Health Cloud Has Reached the Finnish Line check icon indicating true
Protect Health Cloud Data with Platform Encryption check icon indicating true
New Health Cloud Objects check icon indicating true
Changed Health Cloud Object check icon indicating true
New and Changed Health Cloud Lightning Components check icon indicating true

Customization

Continue making your org smarter with the Einstein Next Best Action pilot. Make your Lightning pages more dynamic and more useful with a new component visibility rule parameter and new components. Beef up your flows with a host of new screen components, expanded limits, and the ability to deploy flows and processes as active.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Einstein Next Best Action: Recommend Actions and Offers Using Strategies (Pilot) check icon indicating true
Predict What’s Next in Your Business with Einstein Prediction Builder (Beta) check icon indicating true
Lightning App Builder
Set Component Visibility Based on Standard and Custom User Permissions check icon indicating true
Edit Managed Apps with the Lightning App Builder check icon indicating true
Suggest Actions and Offers to Your Lightning Experience Users (Pilot) check icon indicating true
Add the Text Shortcuts Component for Email Application Panes check icon indicating true
Updated Labels in the App Creation Wizard and the Lightning App Builder check icon indicating true
Better Labels for Form Factors in Component Visibility Rules check icon indicating true
Show Users Salesforce IoT Data with the IoT Insights Lightning Component check icon indicating true
Lightning Components No Longer Auto-Added to Pages check icon indicating true
Lightning Flow
Automate More Business Processes with Increased Per-Org Limits check icon indicating true check icon indicating true check icon indicating true
Monitor Your Processes and Flows with New Usage-Based Entitlements check icon indicating true check icon indicating true
Process and Flow Design
Screen Components check icon indicating true
Remember Previously Entered Values in Flow Screen Components check icon indicating true
Avoid Creating Multiple Record-Change Processes for an Object check icon indicating true
Add Validation Functions to Custom Screen Components check icon indicating true
Extend Flows with Third-Party Systems and Apps Using Flow Solutions on AppExchange check icon indicating true
Flow Distribution
Use Strategies to Recommend Flows to Users and Community Members (Pilot) check icon indicating true
Allow Community Guest Users to Access Flows check icon indicating true
Launch Flows in Standard Navigation Apps with Lightning Flow for Service check icon indicating true
Use Autolaunched Flows in Einstein Bots—No Coding Required check icon indicating true
Deploy Active Processes and Flows Using Change Sets or Metadata API check icon indicating true
Version Numbers Are Omitted from Flow File Names in the API check icon indicating true
Track Process and Flow Test Coverage check icon indicating true
Data Protection and Privacy
Manage Duplicate Data Privacy Settings Records with the Individual Object check icon indicating true
Provide Your High-Volume Community Users with Access to Data Privacy Records check icon indicating true
Discover Preferences for Consent Across Multiple Records check icon indicating true
AppExchange
Find What’s Best for Your Business with Recommended AppExchange Solutions check icon indicating true
Focus Your AppExchange Search Results with Filters check icon indicating true
General Setup
Check a Field’s References Before You Edit It (Pilot) check icon indicating true
Find Import and Integration Products in a New Setup Page check icon indicating true
See Approval Requests Assigned to Your Queues in All Salesforce Experiences check icon indicating true
Select Multiple Page Layout Assignments in macOS with Command Click check icon indicating true
Enable Japanese Imperial Calendar in Lightning Experience check icon indicating true
Use PATCH in Your External Service Schema check icon indicating true

Security and Identity

Your community members and other external users can now use an email address or a phone number to log in or sign up, and with single logout, you can identify which user sessions to end. You can encrypt many more fields and control who can change encryption policies. The new transaction policy wizard makes creating transaction security policies faster and easier. And your users are safer with alerts that warn them before they are redirected from Salesforce.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Authentication and Identity
Login Discovery check icon indicating true
Configurable Self-Registration check icon indicating true
Backgrounds for Login Pages check icon indicating true
Identity Verification Emails check icon indicating true
SMS Messaging Add-On License check icon indicating true
Direct Internal User Authentication to Communities check icon indicating true
OpenID Connect Authentication for Mulesoft check icon indicating true
OAuth 2.0 Endpoints (Beta) check icon indicating true
Lightning Experience App Launcher check icon indicating true
SCIM 2.0 check icon indicating true
SAML Session Index Support check icon indicating true
JSON-Compliant Values in Endpoints and Tokens check icon indicating true
Login Policies (Generally Available) check icon indicating true
Salesforce Shield
Shield Platform Encryption
Custom Object Name Fields check icon indicating true
Welcome Shield Platform Encryption to Health Cloud check icon indicating true
Rich Text Area Fields (Beta) check icon indicating true
Contract Shipping Address Fields check icon indicating true
Shield Key Management Service Protections check icon indicating true
Change Data Capture (Developer Preview) check icon indicating true
Control Who Can Change Encryption Policies check icon indicating true
Change Sets check icon indicating true
Tenant Secret Statuses and Schemes check icon indicating true
Cache-Only Key Service (Beta) check icon indicating true
Matching Rules (Generally Available) check icon indicating true
Event Monitoring
Transaction Security Policies check icon indicating true
Track Analytics Dashboard Requests in Your Event Log Files check icon indicating true
Event Monitoring Setup Tree check icon indicating true
Lightning Error Logs check icon indicating true
Einstein Analytics Classic Designer Dashboards Are Retiring check icon indicating true
Other Security Changes
Platform Integration User check icon indicating true
Session Security Policy check icon indicating true
Warn Before Redirect check icon indicating true
Server Cipher Suite check icon indicating true
Instanceless My Domain URLs check icon indicating true

Salesforce IoT

Salesforce IoT has innovations to help you create unique and memorable customer experiences. You can add your Salesforce IoT data on any page in Salesforce with our new IoT Insights Lightning component. New troubleshooting features let you send event messages inside the app and view the messages as they are received. We’re also making contexts easier to use and improving trackers.

Feature Enabled for users Enabled for administrators/​developers Requires administrator setup Contact Salesforce to enable
Show Your Salesforce IoT Data Anywhere in Salesforce with IoT Insights check icon indicating true
Easily Send Event Messages from Inside Salesforce IoT check icon indicating true
Verify That Event Messages Are Received with Event Viewer check icon indicating true
Create and Manage Contexts Better with Validation and Activation Enhancements check icon indicating true
Get More Troubleshooting Data with the Enhanced Activity Log check icon indicating true
Include IoT Components in a Managed Package check icon indicating true

Development

Whether you’re using Lightning components, Visualforce, Apex, or our APIs with your favorite programming language, these enhancements to the Salesforce Platform 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
Stricter Content Security Policy (CSP) Changed from a Critical Update to an Org Setting check icon indicating true
Freeze JavaScript Prototypes for Improved Security and Stability check icon indicating true
Enable CDN to Load Lightning Experience Faster check icon indicating true
Mark Apex Methods as Cacheable check icon indicating true
Token Changes for Formatting Dates in JavaScript API Methods check icon indicating true
Locker API Viewer in the Component Library check icon indicating true
Evaluate and Benchmark JavaScript Code with Locker Console check icon indicating true
Removed moment Global Variable check icon indicating true
Use Lightning Data Service in More Containers check icon indicating true
New and Changed Lightning Components check icon indicating true
Changed Lightning Interfaces check icon indicating true
Visualforce
Create and Edit Field Sets in Lightning Experience check icon indicating true
New Visualforce Access Metrics Fields check icon indicating true
Securely Retrieve and Display Third-Party Images in Visualforce Pages check icon indicating true
Improve Security by Isolating Untrusted Third-Party Content with iframes check icon indicating true
URL Redirect Parameters Are No Longer Case-Sensitive check icon indicating true
Apex
Opt In to Fire Platform Events from Batch Apex Classes (Beta) check icon indicating true
Use Inherited Sharing to Secure Your Apex Code check icon indicating true
Streamline API Calls to Your Org from Apex Code check icon indicating true
Share Extensible Functionality with the Callable Interface check icon indicating true
Apex: New and Changed Classes and Interfaces
Changed Apex Classes check icon indicating true
Changed Apex Enum check icon indicating true
New Apex Exceptions check icon indicating true
New Apex Interfaces check icon indicating true
Changed SOAP API Calls for Apex 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
Get Metadata Coverage Status for More Channels, Known Issues, and Sample Scratch Org Definitions check icon indicating true
Enable Access to Metadata Without Enabling Access to Data, Too (Beta)
Deploy Using REST check icon indicating true
New Change Set Component check icon indicating true
Tooling API
Tooling API New and Changed Objects check icon indicating true
Metadata API check icon indicating true
API
New and Changed Objects
New Objects check icon indicating true
Changed Objects check icon indicating true
SOSL check icon indicating true
REST API
New and Changed Calls 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
Changed Resources check icon indicating true
User Interface API
Change the Density of the User Interface check icon indicating true
Other User Interface API Changes check icon indicating true
Quick Action JavaScript API
Salesforce Console API check icon indicating true check icon indicating true
Open CTI API check icon indicating true
Custom Metadata Types
Reference Custom Metadata Types in Advanced Formula Fields check icon indicating true
Instantiate Custom Metadata Types in Apex check icon indicating true
Salesforce Extensions for VS Code
Develop Against Any Org in Visual Studio Code (Beta) (not immediately available) check icon indicating true
Debug All Your Orgs for Free with Apex Replay Debugger (Generally Available) (not immediately available) check icon indicating true
Explore Your Apex Tests in Visual Studio Code (not immediately available) check icon indicating true
Salesforce CLI (not immediately available)
Build Your Own Salesforce CLI Plug-In to Get Just What You Need (Generally Available) check icon indicating true
Sandboxes
Include Asset Files in Full Sandbox Tests check icon indicating true
Developer Hub (not immediately available) check icon indicating true
Scratch Orgs
Configure Scratch Orgs with New Features check icon indicating true
Set Allocations and Limits for Scratch Org Features check icon indicating true
Consult the Metadata Coverage Report for Source Tracking Support check icon indicating true
Get More Configuration Options with Scratch Org Settings check icon indicating true
Packaging
Patch Version Numbers in Unlocked Packages Are Supported check icon indicating true
Extract Dependency Information for Unlocked Packages check icon indicating true
More Metadata Components Are Hard-Deleted in Unlocked Packages check icon indicating true
Enable Migration of Deprecated Metadata in Unlocked Packages check icon indicating true
Lock Down Information During Installation of Installation-Key-Protected Unlocked Packages check icon indicating true
Adopt Instanceless My Domain URL Best Practices check icon indicating true
Enterprise Messaging
Scale Your Event-Based Apps with High-Volume Platform Events (Pilot) check icon indicating true
Receive Streaming Events in Your Lightning Component check icon indicating true
Keep Your External Data Up to Date with Change Data Capture (Developer Preview) check icon indicating true