Enhanced Custom Report Types Management (Beta)

Easily locate your report types and create customized list views of your custom report types with the enhanced Custom Report page in Setup. The summary page, now featuring a more streamlined layout, allows you to edit report details and adjust object relationships. The redesigned report type layout editor offers greater flexibility in managing custom fields and sections. Additionally, you can now include up to 1,000 fields in the report type layout using lookup fields.

‍

Streamlined Visibility into User Permission Sources with User Access Summary

User management is now easier with enhanced visibility into the profiles, permission sets, and permission set groups that grant permissions to individual users. The User Access Summary provides detailed information about a user’s assigned object, field, user, and custom permissions. In the past, identifying the source of a user’s permissions required multiple queries or steps.

‍

Comprehensive Overview of Object Access Permissions

Gain a detailed overview of the permission sets, permission set groups, and profiles that provide access to an object, along with the specific level of access granted. The read-only Object Access Summary in Object Manager allows you to swiftly check object permissions when troubleshooting, conducting reviews, or deciding how to grant user access.

‍

Enforce View Roles and Role Hierarchy Permission for Sharing List Views

Users will no longer be able to share list views with roles if they lack the View Roles and Role Hierarchy permission.

To verify this, search for users who have the Manage Public List Views permission through their profile or permission sets but do not have the View Roles and Role Hierarchy permission. Ensure that all users with Manage Public List Views who need to share list views with roles in the future also have the View Roles and Role Hierarchy permission.

Customize Record Highlights with Dynamic Panels in Lightning App Builder

Leverage the new Dynamic Highlights Panel to configure your key fields directly within the Lightning App Builder. Previously, field configuration in the Highlights Panel was limited to compact layouts in Setup. Now, the Dynamic Highlights Panel allows you to include up to 12 fields.

Streamline Updates with Enhanced Inline Editing in User List View

You can now view, sort, and filter user records in a list format and make inline edits directly. This allows you to quickly update and modify records, streamlining the process without leaving the list view.

‍

Enhanced Management of Public Group Memberships

You can now manage public group members directly from the group's summary page. The enhanced member selection interface offers improved performance, making it easier to manage users, roles, and nested public groups. You can search across all current or available members, and add or remove up to 100 members at once. Additionally, the summary page allows you to edit or delete the selected public group.

When creating or editing a public group, you now have the option to include a brief description of its purpose or function

‍

Use Multiple Picklist Values in Restriction and Scoping Rules

You can now reference multiple picklist values in the record criteria for your restriction and scoping rules. This enhancement simplifies the process of configuring which records and fields are visible to your users when these rules are in place.

‍

Enhanced Lightning Article Editor and Advanced Article Personalization

Experience a richer and more intuitive interface with the new Lightning Article Editor. This update enhances the editor experience and introduces the ability to dynamically show or hide fields based on user, permission, or record criteria.

With the Lightning Article Editor, you can:

• Increase author productivity with easy-to-use content formatting tools and advanced table editing options.
• Resize the editor to better tailor your authoring process and preview how articles will appear to readers.
• Seamlessly copy and paste content from external sources, like Google Docs or websites, while preserving the original formatting.
• Ensure your articles meet W3C accessibility standards with an integrated accessibility checker

The Article Personalization feature allows you to create custom visibility rules, enabling Salesforce admins to control which parts of an article are shown or hidden for specific audiences, based on user roles, permissions, and record details.

The new Lightning Article Editor also includes an Accessibility Checker, enabling you to assess the accessibility of your article's content. This tool helps ensure that your articles are fully compliant with accessibility standards, allowing you to identify and address any potential issues before publishing.

‍

Managing User Permissions for Running Flows

Once enabled, users will require the Run Flows or Manage Flows permission to utilize flows. This change replaces the previous Flow User checkbox on the user record that was historically used to grant this capability.

As a result, it's important to evaluate whether each user with the Flow User checkbox set to TRUE also has the Run/Manage Flows permission. If they do not, you'll need to assign this permission through a permission set, permission set group, or profile.

‍

Apply Sharing Rules When Apex Launches a Flow

When an Apex class declared with the with sharing keyword triggers an autolaunched flow that runs in the default context, the flow now operates with the user's sharing rules in place.

With this update enabled, the flow will adhere to the sharing rules of the user who executes the Apex class, enhancing security by respecting the user’s data access permissions. Previously, the flow ran in system context without sharing rules, allowing access to all data regardless of user permissions. As a result, queries might return fewer rows, and operations could fail if the user lacks the necessary permissions.

Run Flows with User Context via REST API

Previously, a flow executed via REST API ran in system context, granting it access to all data and the ability to modify it.

With this update, the flow now runs in the context of the user authenticated via REST API. This means that when the flow is executed via REST API, the permissions and field-level access are determined by the profile and permission sets of the running user.

Enhanced Handling of Failed Invocable Actions in Bulk REST API Calls

This critical update enhances the handling of failed invocable actions, specifically for bulk external REST API calls.

Before this update, if one invocable action failed, all other invocable actions in the same transaction were rolled back. With this update, Salesforce will attempt to execute successful invocable actions up to three times and will only roll back the invocable actions that fail to execute.

Update Record Collections Directly in Screen Flows

The Repeater component can now be used to update existing record collections, making it easier for end users to modify a group of records within a screen flow. Previously, the Repeater component in the Screen element was limited to creating new records.

Ensure Compliance with Verified Default No-Reply Email Address

To meet enhanced email security standards, organizations must now create and verify a Default No-Reply address in the Organization-Wide Email Address settings.

When sending emails from Salesforce, users can choose between their own email address or the organization-wide email address for the From field. Replies will be directed to the selected address.

The verified Default No-Reply organization-wide email address will be used for sending emails from your organization, ensuring better accountability for email deliverability. Prepare for this update to avoid potential email delivery issues, especially if emails are sent via users or automation.

Enhance Email Distribution with CC and BCC in Send Email Action

The maximum total number of recipient email addresses has increased from 5 to 150. You can now include CC and BCC recipients when sending emails through the Send Email Action in Flow Builder. Email addresses in the CC field receive a visible copy of the email, while those in the BCC field also receive a copy, but their addresses remain hidden from other recipients.

‍

Enhance Security with Alerts and Blocking for LoginAsEvent Activities

Strengthen your security measures by setting up alerts and blocking potentially malicious LoginAsEvent activities through a Transaction Security policy.

‍