Salesforce

 Maintain Your Data 360 Consultant Certification for Winter ’27 Expand Data 360 with Hyperforce Hyperforce is the cloud infrastructure that runs Data 360 on public servers around the world. Data 360 is now available in 17 countries, with new regions including France, Indonesia, South Korea, and the United Arab Emirates. This expansion increases the locations where Data 360 is available and gives you more control over how and where data is stored. With Data 360, you can: Store customer data in-region to meet residency requirements. Comply with standards such as GDPR and LGPD. Improve data processing and app responsiveness with lower latency. Act on Data Changes in Real Time Real-time data actions let you act on changes in Data 360 the moment they happen. Instead of waiting for a nightly job or a scheduled refresh, you can set up flows that run right away—like sending a special offer or alerting your service team the instant a loyalty member reaches VIP status. To set up a real-time ...

  Agentforce Specialist Certification Maintenance (Summer '25) Control Agent Access to Topics and Actions with Filters As of March 2025,   you can now create filters for topics and actions in Agentforce, ensuring agents can access them only when specific conditions are met. Previously, agents had access to all added topics and actions without restriction. Now, agents’ access to topics and actions can be controlled using filter and context variables. Filters help you securely manage agent access to sensitive or conditional workflows. This is especially useful for Service agents on customer channels. Once you’ve configured and customized the Customer Verification topic to align with your security requirements, you can create filters to control access to topics and actions that perform tasks on a user’s behalf. For example, you might unlock a Case Management topic only when the user’s case status is Escalated, or allow an agent to initiate a return only if the user’s order w...

  Update Records Using ISO State and Country Codes Standardize and simplify updating address records with two new fields that store the ISO code for country or territory and state or province. Improve data quality and accuracy using this new support for ISO codes, and reduce the risk of errors and inconsistencies that can occur when using names. Previously, the Address component stored only the name associated with the user’s selection. With this new support for ISO codes, you can update the country or territory and state or province fields on records with ISO codes instead of names. This feature can be used for new or existing screen flows. Here are the steps to create a new flow. In Setup, on the State and Country/Territory Picklists page, ensure that Enable Picklists for Address Fields is enabled. In Flow Builder, create a screen flow. Add a Screen element to the flow. Include an Address component in the Screen element. Optionally, specify a default value in the Country Code and...

  Give Users Read-Only Access to Recipes Improve data transparency for your team while maintaining control over data processes. By granting users read-only access to recipes, you allow users to view the details of recipes and understand dataset content without the risk of accidental modifications. Assign colleagues the permission: Recipes View Only. With this permission, when users visit Data Manager, they see only the Recipes option. They can open recipes and view their content but can’t edit, run, or delete them. From Setup, in the Quick Find box, search for and select  Permission Sets . Select or create a permission set. Click  System Permissions , and select  Recipes View Only . When users visit Data Manager and click a recipe name, they can view the recipe’s details in the recipe editor. Use Version Control When Saving Dashboard Component Changes Enhance your ability to manage and track changes in dashboard components by implementing version control. Users can n...

  Manage Included Permission Sets in Permission Set Groups via Summaries Update user access more efficiently by specifying which permission set groups include a permission set directly from the permission set’s summary. Previously, to manage included permission sets, you were required to navigate to each permission set group’s page. From Setup, in the Quick Find box, enter  Permission Sets , and select Permission Sets. Select a permission set, and then click  View Summary . In the Related Permission Set Groups tab, click  Add  or  Remove . This change applies to Lightning Experience and Salesforce Classic (not available in all orgs) in Contact Manager, Group, Essentials, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com editions. Sort List Views by Multiple Columns To see your data in a more intuitive way and make your list views more actionable, you can now sort list views on object home pages by up to five columns. Select the c...

  Learn What’s New in Data Cloud Setup and Administration for Winter ’25 Do More with New Data Types in Data Cloud To enhance flexibility, you can now use the email, URL, phone, percent, and Boolean data types in Data Cloud. These data types expand data compatibility and interoperability with external systems that interface with Data Cloud. Data Type Description Email Stores email addresses. The email data type is modeled on the text data type. You can use any valid text value for ingestion into an email data type field. Data Cloud doesn’t validate the format. URL Stores URL values. Data Cloud doesn’t parse or interpret the ingested URL value. It also doesn’t validate the value for correctness. Data Cloud doesn’t store any metadata related to the URL. Phone Stores phone numbers. Data Cloud doesn’t validate the format of the phone number. The phone data type is modeled on the text data type. Any valid text value is accepted for ingestion into a phone data type field. Percent Holds p...