Intro

Last week we passed through the equinox, and with the weather improving (and then deteriorating), blossoms showed we’ve finally passed through the darkness of Winter into the hope of Spring. With the change of the season, Salesforce has also gone through one of its major release windows - 3 points in the year where the Salesforce functionality is extended and updated. The Spring 2026 release, as it’s known, is the 66th version of Salesforce and contains a veritable cornucopia of changes with the official release notes spanning a whopping 1,191 pages (eek!). Below we’ve highlighted some of our favourite and most important updates for you to be aware of.

Agentforce for Setup

Now, if you’ve read anything on Salesforce in the past two years, you’ll be sure to have read something about Agentforce. Salesforce is investing heavily in its AI offering, Agentforce, which has now infiltrated most of its product offerings. Agents can now be built to autonomously run a wide range of tasks in Salesforce. We thought we’d highlight this particular feature as it’s a powerful out-of-the-box tool that can help Salesforce admins complete administrative tasks quickly. With this new tool, admins can chat with an agent (or bot) to investigate and resolve issues on the fly. There are a number of actions the agent can take (highlighted in the notes here), but as an example, a bot could compare two Users, identify why their access differs, and determine what action is needed to align them, and potentially perform that action. Custom Objects and Fields can also be created by chatting with the agent, eliminating the need to click through each object and field multiple times.

Although this product is currently in beta, early indications suggest it is a powerful tool for admins to optimise their work. Agents are, however, not perfect, and admins will always want to thoroughly check and test the work of agents (as they should their own work), and as always, work in a Sandbox first!

‘Case’ Timeline

For those who use cases, understanding a Case history at a glance can be tricky thing to see. At Impact Box, we’ve built an Agentforce agent to help summarise cases, but another great tool for this is the new Case Timeline component. Previously, case history was limited to either the activity history or the Activities feed, which is useful, but not customisable. The new Case Timeline feature allows you to set which specific records from which objects you’d like to see. When you set up a new Case timeline, you can select any object that is related to your case, including all custom and most relevant Standard objects. You can choose which object, which record types, which fields to use as the timestamp and which field to use as the name of the record. You can then also allow users to expand the timeline to show more fields for a deeper dive.

Although billed as Case functionality, timelines can be used on other objects as well and can be useful for tracking any object record that runs through a journey. Some potential uses could include showing the activity a participant takes throughout a programme or monitoring an application process. 

Flow Changes

Like the previous Winter release, Spring 2026 seems particularly packed with Flow updates, giving Salesforce admins and developers even more functionality to create powerful automations and processes without code.

Editable datatables

This is a specific piece of functionality that we’ve been waiting on for years. Previously in flow, you could show data in tables, but you couldn’t edit the data in-line. You’d need to select the rows you wanted to edit, then edit them one by one. Now with editable datatables, you can edit the data quickly and easily. The implications of this are huge, but you can, for example, now add an editable table to any record page and allow you to edit the records en masse rather than needing a specific List View for each record. 

Kanban datatables

Following the success of the standard DataTables above, you can now display data in a Kanban view as well. Kanbans are not editable, as above, but it’s still a welcome change, and fingers crossed that editability is coming soon!

Automation App upgrades

If you haven’t activated and used the new Automation app, now could be a good time to activate and start using it. Rather than administering Flows from Setup, a few releases ago Salesforce launched the automation app, which provides all your standard front-end functionality for navigating complex Flow structures. In addition to using List Views to find Flow versions and to monitor Flow interviews, you can now compare Flow versions to identify exactly what has been updated in a version. 

You can also monitor Flow usage with the Usage tab on an individual Flow. 

Final Thoughts

This release is one of the most exciting that we’ve seen for the last few years. There are plenty of additions all over Salesforce, especially with Agentforce. If you’re interested in learning more about the release, check out the official Release Notes, or for specific Agentforce or other learning, check out Trailhead.