Thank you to Cesar Cabrera for his help with the research for this roundup of Spring ‘26 release items - especially for nonprofit System Administrators. As always, please see the full release notes for all the details.
1) List Views: blank values were treated as lowest value (so at the top of an ascending list), now treated as highest value (so at bottom of ascending list) Yay!
https://lnkd.in/gnQ9VD8c
2) Reports & Dashboards: When adding a table to a dashboard, optionally choose to “Use table settings from report”
https://lnkd.in/gHJ92Dpi
3) Salesforce for Outlook (legacy desktop tool that auto-synced Contacts, Tasks, & Calendar) retiring Dec 2027. Has been replaced by “Outlook Integration and Sync.”
4) Salesforce continues to make changes to make the UI more accessible & compliant w/the Web Content Accessibility Guidelines (WCAG) 2.2.
5) Flow
a) Flow Orchestrations to coordinate multi-step processes, w/autolaunched flows for background automation & screen
flows for human interaction. Previously a paid add-on, standard Flow Type since 2024, new features. How might you use this?
https://lnkd.in/gng7JJSh
b) Flow Approval Processes - lots of additions keep coming.
https://lnkd.in/gJckxYWX
c) Collapse &expand elements like Decision, Wait, Loop. Collapse/expand all w/the icon at bottom left.
https://lnkd.in/gr_74Dah
d) Check boxes per column in data table allow users to sort &/or edit columns.
https://lnkd.in/gcDMs3pV
e) Customize styles of screen flows, incl. background/border/text color, border weight, border radius, buttons, & more.
https://lnkd.in/gkt7wCn5
f) Message screen component to add a11y-compliant messages to screens.
https://lnkd.in/gyRSYw-x
g) Kanban in Flow. (Beta)
https://lnkd.in/g2UUvhaJ
h) File Preview screen component (Previously download File was required.)
https://lnkd.in/g86pkWzZ
i) Create silo’ed test data for tests of record-triggered & autolaunched flows.
https://lnkd.in/gmXnfqUi
j) Compare Versions of screen flows
https://lnkd.in/gqz7zKgK & view flow dependencies in Usage subtab in the Automation Lightning app. https://lnkd.in/gbmn7Ugp
6) NPSP - no updates
7) Setup with Agentforce (Beta) - this may be free to explore during beta.
8) Agentforce for Nonprofits (formerly Nonprofit Cloud/NPC; Agentforce is an additional cost; this is not NPSP)
a. Customize Gift Entry Grid w/templates, adjusting columns, & custom LWCs
b. Up to 50 designations to a single gift, backdate transactions for gift commitments in Gift Entry Grid
c. Track in-kind donations & add multiple designations
d. Use dynamic Flexcards for gift planning
e. Self-service Donor Support Agent (Beta)
f. Participants browse programs as guest users on Experience Cloud site
g. Real-time eligibility checks
h. Mobile attendance tracking
i. Updated data kits for Data 360
i. Configure grant application intake process using Application Form object
d. On-Demand Record Rollup
e. Agent for Volunteer Shift Capacity/Coverage
f. Path, Kanban, Calendar available for more objects.