Salesforce Winter '27: what it means for your industry.

OAuth refresh tokens expire after 30 days of inactivity

Salesforce now limits idle OAuth refresh tokens to 30 days for all connected apps and external client apps. At enforcement, tokens idle for more than 30 days expire right away, so some users and background integrations must sign in again.

Why it matters: Integrations that sync data only occasionally can stop working without warning.

What to do: List every integration and app that uses OAuth, and confirm each one can request a new token on its own.

Sandboxes from October 21, 2026; production from November 4, 2026 (rolling)

Email verification exceptions must move to authorized email domains

If Salesforce Support disabled email verification for your org in the past, that exception goes away. To keep it, set it up yourself under authorized email domains in Setup. Otherwise, users with unverified addresses can no longer send email from Salesforce.

Why it matters: Sales and service teams could lose the ability to send email from Salesforce.

What to do: Check Release Updates for this item. If it appears, configure your authorized email domains before the deadline.

Enforced December 1, 2026

SOAP API login() needs the Use Any API Auth permission

Every user who signs in through the SOAP API login() call must have the Use Any API Auth user permission. Users without it get an error.

Why it matters: Older integrations and tools that still use SOAP login can fail.

What to do: Find the integration users that use SOAP login() and assign the permission through a permission set.

Enforced across all orgs and environments beginning December 1, 2026

Username-password and user-agent OAuth flows retire

Salesforce is retiring the OAuth 2.0 username-password flow for connected apps and the OAuth user-agent and hybrid user-agent flows. Integrations that use these flows will stop working. Both release updates were postponed to the same date.

Why it matters: These are common in older or homegrown integrations, and they break completely when the retirement takes effect.

What to do: Move user logins to the web-server flow with PKCE and server-to-server jobs to the client credentials flow. Ask vendors of installed apps for their plan.

Enforced February 20, 2027

Connected apps should be migrated to external client apps

Salesforce is ending support for connected apps. They keep working, but Salesforce will no longer fix bugs or support the integrations and authorization flows that use them. Setup includes a Migrate to External Client App button that creates the new app for you.

Why it matters: Unsupported integrations become a growing risk to uptime and security.

What to do: Inventory your connected apps, test the migration in a sandbox, and plan a cutover before Summer '27.

Enforced for production instances in Summer '27

Salesforce for Outlook retires in January 2027

Salesforce for Outlook will stop syncing contacts, events, and tasks, and users lose its side panel. The retirement date moved earlier than first announced. Salesforce recommends the Outlook integration and Einstein Activity Capture instead.

Why it matters: Teams that log email and meetings through the old plugin will lose that sync.

What to do: Identify who still uses Salesforce for Outlook and move them to the Outlook integration and Einstein Activity Capture.

Retires January 30, 2027

Agentforce platform is turned on by default

The Agentforce platform is now on by default for orgs that have Agentforce access through licensing. Existing orgs are enabled on a rolling basis. Salesforce says there is no added cost and no billing change. Admins get Agentforce Builder access, and other users need permissions.

Why it matters: Admins can start building agents with one less setup step, while individual agents stay off for users until activated.

What to do: Review who holds the Manage AI Agents permission and confirm your governance for activating agents.

Rolling enablement for existing orgs began the first week of September 2026

Agent Memory for Agentforce agents is generally available

Agentforce agents can recall relevant details from a user's past conversations and use profile details such as name and time zone from the first message. Admins turn it on in the agent's Script view in Agentforce Builder.

Why it matters: Customers and employees no longer have to repeat themselves each time they start a conversation.

What to do: Decide which agents should remember past conversations, and review your data and privacy policy before turning it on.

Available in orgs upgraded to Winter '27 starting the week of September 21, 2026

Flows can be forced to always run with the user's permissions

A new run option, User Context - Enforces User Permissions, makes a screen flow or autolaunched flow always run with the running user's access. Before, a flow set to user context could inherit system access from whatever called it. It applies to flows on API version 68.0 or later.

Why it matters: Sensitive automations get a predictable security boundary.

What to do: Review flows that touch sensitive data and switch them to the new run option where it fits.

Data 360 data graphs get field-level and record-level governance

Data 360 now prunes restricted fields, masks data, and excludes unauthorized child data model objects in data graphs based on your governance policies. This replaces the earlier all-or-nothing access model and is turned on automatically.

Why it matters: Several users and AI agents can share one data graph while each sees only what they are allowed to see.

What to do: If you relied on child object restrictions to block a whole data graph, add an explicit deny policy so nothing becomes visible by accident.

Rolling availability starting August 2026

Financial deals sync into relationship plans

In Financial Services Cloud with Deal Management, financial deals now update account plan objectives automatically as they move through stages.

Why it matters: Firms that manage deals in Financial Services Cloud see real progress toward revenue goals without manual updates.

What to do: If you use Deal Management, set up calculation definitions on the Account Plans page.

Ready-made deal revenue and fee measures

Two calculation definitions are now included: total transaction value and total expected fees across active financial deals.

Why it matters: Deal teams can track pipeline value and fee income from day one.

What to do: Add these measures to the objectives in your account plans.

AI Relationship Research can search custom objects

AI Relationship Research templates can now search custom objects as well as standard objects to find hidden relationships in notes and activity. It requires its own license and Data 360.

Why it matters: Relationship-driven firms can surface warm paths to companies and people they track in custom objects.

What to do: If you license the feature, add the custom objects where your deal notes live.

Relationship insights inside Agentforce conversations

An AI Relationship Research subagent shows the key people and companies connected to an account or contact, explains each link, and suggests who to engage.

Why it matters: Deal and investor relations teams can find introductions without leaving their workflow.

What to do: Add the subagent to an existing agent and test it on a few known relationships.

Rule-based flexible hierarchies with scheduled sync

Flexible hierarchies can be built from rules and kept in sync with prebuilt scheduled flows.

Why it matters: Fund, portfolio company, and entity structures stay accurate as data changes.

What to do: Model one fund or entity structure with hierarchy rules and schedule the sync flows.

Edit stakeholders directly in Relationship Maps

Sales Cloud Relationship Maps let users edit contact roles, departments, and notes in a side panel, and remove or restore connections.

Why it matters: Teams keep a clearer view of decision-makers on each opportunity.

What to do: Show deal teams the new side panel and agree on how to use contact roles.

Reserve checks at claim payment time

Adjusters can set loss and expense reserves on each claim as well as on each coverage. Standard payments stay within those limits, and every reserve change is logged with an amount and reason.

Why it matters: Claim budgets are protected and reserve changes are auditable.

What to do: Review your reserving rules and test payment limits in a sandbox.

Built-in financial authority for claim payments

Adjusters see whether a payment is within their authority, and high-value payments route to the right manager's queue automatically.

Why it matters: Payments clear faster and every approval decision is on record.

What to do: Document your authority limits by role before configuring them.

Payouts follow policy terms for each insured asset or person

Claim payouts automatically apply the terms for the specific asset or person, such as a different deductible per vehicle on a fleet policy or a different copay per member.

Why it matters: Payouts are more accurate on policies that cover many assets or people.

What to do: Check that your policy data stores terms at the asset or member level.

AI agent for first notice of loss

The Claims Service Customer Assistance agent verifies a policyholder, collects incident details, creates the claim, and emails the details. It works by phone or in your customer portal, and the caller can ask for a callback at any time.

Why it matters: Routine claim intake runs around the clock and reps can focus on complex claims.

What to do: Pick one line of business with simple claims and pilot the agent there.

Available starting the week of October 19, 2026

Renew group insurance contracts for a new term

Reps can create a renewal quote from an expiring group contract, carry forward unchanged terms, apply negotiated pricing and taxes, and create the next contract linked to the prior one.

Why it matters: Group renewals take less rework and keep a clear audit trail.

What to do: Map your renewal steps to the new APIs or invocable actions in a sandbox.

Midterm changes to group insurance contracts

Reps can create an endorsement quote from a group contract for changes such as added coverage or new tax rules, then finalize it as a new contract version while keeping earlier terms.

Why it matters: Midyear changes are handled in one process with a record for compliance.

What to do: Review your most common midterm change types and test them end to end.

Brokerage policies with up to 40,000 records

Insurance Brokerage policies now support up to 40,000 records, up from 2,000, across issue, renewal, endorsement, and cancellation.

Why it matters: Brokers can manage large, complex accounts in Salesforce.

What to do: If you split large policies today, plan a test with a full-size policy.

Insurance Design Advisor checks product setup

An agentic advisor checks your insurance product configuration against what quote and policy flows need, then lists every issue with steps to fix it. You can ask it through Agentforce or an MCP client.

Why it matters: Product launches have fewer setup errors that surface late.

What to do: Run the advisor against an existing product to see what it flags.

Available starting October 2, 2026

Warranty claim adjudication agent

A new Agentforce agent helps warranty adjudicators and underwriters. It summarizes queue volume and aging, ranks open claims, flags fraud risks such as duplicate serial numbers, checks claims for missing items, and drafts requests for information. People make every decision.

Why it matters: Warranty teams can clear claim queues faster and catch risky claims earlier.

What to do: If you run warranty claims in Manufacturing Cloud, pilot the agent with a small adjudication team.

Automated warranty parts returns

A prebuilt service process lets distributors return faulty warranty and recall parts to the manufacturer through a guided flow.

Why it matters: Standard returns cut manual work and speed up refunds to dealers.

What to do: Add the Warranty Parts Return process to your service process configuration and test it with one distributor.

Guided order capture with integrated pricing

Manufacturing Cloud adds guided order entry with integrated pricing, reusable order specifications, assortments, and unit-of-measure conversions.

Why it matters: Fewer pricing and order errors means fewer billing and fulfillment problems.

What to do: Map your order types and reference data, then trial Order Capture with your inside sales or telesales team.

Advanced pricing on manufacturing sales orders

Sales orders can now use Salesforce Pricing to mirror ERP pricing logic, with more than 35 calculation types such as customer hierarchies, volume discounts, promotions, and surcharges.

Why it matters: Quotes and orders can match invoice pricing without manual math.

What to do: Compare your ERP pricing rules with the supported calculation types before you plan a rollout.

Industries Sales Assistance in Slack

Sales reps can use an agent in Slack to search products and parts, check pricing, find distributors, create opportunities and quotes, request trade-ins, and draft emails.

Why it matters: Field reps spend less time switching between Slack and Salesforce.

What to do: If your sales team already works in Slack, test the agent with a small group of reps.

Tableau Next dashboards for manufacturing

New Tableau Next apps show account performance, order status, planned versus actual product demand, and pricing insights. They require Data 360 and Tableau Next.

Why it matters: Account and demand planning teams get ready-made views instead of building reports from scratch.

What to do: Check licensing, then turn on Tableau Next Apps for Manufacturing from Salesforce Go in a sandbox.

Rebate accruals that match real programs

Channel Revenue Management can calculate accruals for flat, tiered, and growth-based rebate programs using the Data Processing Engine on Data 360. Accruals adjust when a rate changes mid-period.

Why it matters: Finance gets more accurate rebate liabilities with less manual rework.

What to do: Review your rebate program structures and test advanced accruals with one program first.

Optimization now shifts and groups multiday work

The Field Service optimization engine can now move and drop multiday appointments and group work at the same site into one continuous block for one worker. Before, multiday assignments were locked after first placement.

Why it matters: Fewer separate trips to the same site lowers travel and mobilization cost.

What to do: Review your scheduling policies for multiday logic and run optimization in a sandbox first.

Distinct alerts for emergency dispatches

When an emergency appointment is dispatched, the Field Service mobile app plays a unique sound and strong vibration.

Why it matters: Technicians are less likely to miss urgent calls.

What to do: Turn on emergency notifications in Field Service Mobile Settings and use the Emergency field on appointments.

Customer outreach scheduling agent

The Field Service Customer Outreach Scheduling agent can contact customers to rebook or schedule maintenance, send interactive reminders, ask for confirmation, and handle cancellations.

Why it matters: Fewer no-shows and less dispatcher time on routine calls.

What to do: Set up the agent from Salesforce Go and start with appointment reminders.

Available in the new Agentforce Builder starting September 7, 2026

Bundle appointments in the Scheduling Console

Dispatchers can group related appointments for the same technician into a bundle and assign them as one unit from the Gantt or list.

Why it matters: Related jobs at one customer are scheduled together.

What to do: Review your bundling policies, then show dispatchers the new bundle option.

Available in the Scheduling Console starting October 18, 2026

Drag appointments onto the Gantt to reschedule

Dispatchers can drag an appointment from the list or map straight onto the Gantt.

Why it matters: Rescheduling takes fewer clicks.

What to do: Share the change with dispatchers.

Available in the Scheduling Console starting August 24, 2026

Hide out-of-stock parts on the Products Consumed tab

Technicians can hide out-of-stock products on the Products Consumed tab in the mobile app, the same way they can on the Inventory tab.

Why it matters: Technicians find the parts they actually have faster.

What to do: Tell technicians about the toggle.

Available starting October 2026

Voice to Form completes branching forms in one pass

Technicians can speak their inputs once, and Voice to Form reveals hidden fields and maps values in order on dynamic data capture forms.

Why it matters: Job paperwork takes less time on site.

What to do: Test your most-used inspection or job forms with Voice to Form.

Record only key moments in Visual Remote Assistant

Reps can start and stop recording several times during a Visual Remote Assistant session instead of recording the whole call.

Why it matters: You capture proof of work while avoiding recording sensitive information.

What to do: Turn on On-Demand Session Recording and update your recording guidance for reps.

Update the Field Service mobile app before January 18, 2027

Field Service mobile app version 264.1 and later issue a new refresh token each time the app authenticates. Devices on older versions face periodic forced logouts after the deadline, and unsynced work is lost.

Why it matters: Technicians could lose work in the field if devices are not updated.

What to do: Push the app update to all technician devices now.

Update to v264.1 or later before January 18, 2027

Momentum captures and structures sales conversations

Momentum records sales calls and stores summaries, action items, insights, and deal risks in Salesforce, based on your recording and consent settings. It requires the Agentforce for Sales add-on or Agentforce 1 Sales Edition.

Why it matters: Client-facing teams prepare better and spot deal risks earlier.

What to do: Review recording and consent rules with legal before planning a rollout.

Available in November 2026

Forecasting Agent

Forecasting Agent analyzes pipeline changes, points out deals that need attention, and helps complete forecast submissions.

Why it matters: Leaders get a faster, more consistent forecast process.

What to do: Turn it on in Forecast Settings for one sales team first.

Begins rolling out October 19, 2026

Quote documents and e-signature tracking

Revenue Cloud can generate quote documents from templates, send them through DocuSign, and show envelope status on the quote.

Why it matters: Proposals and statements of work move to signature with fewer manual steps.

What to do: Install the quote document and e-signature bundles in a sandbox.

Invoice aging on the account page

A Revenue Cloud Billing component shows total, open, and overdue invoices and their age on each account.

Why it matters: Account leads can see unpaid balances before renewal or collection calls.

What to do: Add the Invoice Aging component to account pages for billing customers.

Advanced approval delegation

Reviewers can delegate approvals to a user, group, or queue for a set period or indefinitely by creating delegation records.

Why it matters: Approvals keep moving when partners or managers are away.

What to do: Tell reviewers that old user-record delegations stop applying once this is turned on.

Slackbot in Salesforce

Slackbot works inside Salesforce and can summarize a record using Salesforce data and related Slack conversations. It needs setup and Flex Credit usage turned on.

Why it matters: Teams catch up on client work without switching tools.

What to do: Check your Slack plan and Flex Credit setup before enabling it.

Available starting September 2026

Payer contact center voice agent

A Health Cloud voice agent can verify callers and answer common questions about claim status, denials, prior authorization, and eligibility. Every call ends with a consistent case record.

Why it matters: Payers can handle routine calls around the clock and keep reps for complex issues.

What to do: Map your highest-volume call reasons and test the agent on one or two of them first.

Available starting October 2, 2026

Provider claim summaries in the payer contact center

Reps can ask the payer contact center agent about provider claims in plain language. It finds claims by provider NPI, claim ID, or date range and shows a summary card.

Why it matters: Reps answer provider calls faster without searching records.

What to do: Turn on Contact Center for Health Cloud in a sandbox and follow the guided claims setup.

Available starting October 2, 2026

Self-service answers to drug coverage questions

A Drug Coverage Inquiry subagent answers member questions about coverage, cost tiers, authorization requirements, quantity limits, and lower-cost alternatives using plan formulary data.

Why it matters: Members get verified answers without calling, which lowers contact center volume.

What to do: Confirm your formulary data source, then set up the subagent in Health Engagement settings.

Available starting October 2, 2026

Import external care gap data

A new data kit brings care gap records from external EHR or EMR systems into Health Cloud data objects through Data 360, so existing segments and outreach flows can use them.

Why it matters: Outreach can reach every patient with a care gap, not only those whose records live in Salesforce.

What to do: Work with your EHR team to map care gap feeds, then follow the guided outreach setup.

Ambient listening for home health assessments

During home visits, AI transcribes the conversation and suggests answers for assessment fields. Clinicians review each suggestion and choose between their own notes and the AI input.

Why it matters: Clinicians spend less time on paperwork after visits.

What to do: Review consent and documentation policies, then pilot with a small clinical team.

Available starting August 31, 2026

Two-way referral sync with your EHR

Health Cloud can read HL7 messages from your EHR to create referral records, update status as appointments happen, and write referrals back. It uses MuleSoft implementation templates.

Why it matters: Teams track internal and external referrals in one place without re-entering data.

What to do: Check your HL7 message types and MuleSoft access before planning the integration.

Voice-based visit logging for life sciences reps is generally available

Visit Agent in the Life Sciences Cloud iPad app lets field reps log healthcare provider visits by voice, even offline. Reps review every record before saving. It supports English only.

Why it matters: Reps save time on visit logging and records are more complete.

What to do: If you use Life Sciences Cloud for Customer Engagement, plan device readiness and turn on Visit Agent for a pilot group.

Event attendance limits for compliance

Life Sciences Cloud can warn or block when an account exceeds its event attendance limit and log discrepancies for audit.

Why it matters: Compliance teams get automatic checks instead of manual counts.

What to do: Define your account utilization limits and test the warnings with your compliance team.

Emergency Management for outages and callouts

Utilities can manage incidents, outages, and emergency callouts in Salesforce. Dispatchers build rosters by wage class, seniority, and territory, in line with union and labor rules, and track responses live.

Why it matters: Restoration crews can be called out faster and more fairly.

What to do: Document your callout rules and test the template flows in a sandbox.

Emergency callout notifications on mobile

Field resources get push notifications for callouts in the Field Service mobile app and can accept or decline with one tap. Notifications expire if there is no reply.

Why it matters: Dispatchers see who is responding without phone trees.

What to do: Set up the notification type and activate the callout flows.

Milestone tracking for new utility connections

A Milestone Tracker component on connection applications shows milestones and tasks with target and actual dates.

Why it matters: Connection teams see where each application stands.

What to do: Add the component to the Individual Application page.

SLA monitoring for connection milestones

The Milestone Tracker flags at-risk and violated milestones against SLA targets, and timers can pause when work is blocked.

Why it matters: Utilities lower regulatory risk on connection timelines.

What to do: Configure entitlement processes for your connection milestones.

Compare tariffs and enroll customers with Agentforce

Reps can use Agentforce to compare plans, suggest better-value tariffs based on usage and location, and complete enrollment.

Why it matters: Customers get the right plan faster.

What to do: Review the required add-on licenses and test the tariff actions.

Available starting October 2, 2026

Promotions on quotes and orders

Energy and Utilities Cloud supports configurable promotions and coupons on quotes and orders.

Why it matters: Sales teams can offer approved deals consistently.

What to do: Define one promotion and test it in the quote flow.

Optimization now shifts and groups multiday work

The Field Service optimization engine can now move and drop multiday appointments and group work at the same site into one continuous block for one worker. Before, multiday assignments were locked after first placement.

Why it matters: Fewer separate trips to the same site lowers travel and mobilization cost.

What to do: Review your scheduling policies for multiday logic and run optimization in a sandbox first.

Guided setup for Program and Case Management

Salesforce Go now walks admins through Program Management, Case Management, and Outcome Management setup from one page.

Why it matters: Program teams can get running with fewer setup errors.

What to do: Use the guided setup to check your current configuration.

Create households during gift entry

Gift officers can create a household for a donor right from the Gift Entry Grid. Partners can do it in bulk through the API. It requires the Automatic Household Creation and Naming add-on.

Why it matters: Donor records are complete from the first gift.

What to do: If you have the add-on, show gift processors the Auto Create Household option.

Automatic household naming

Admins can define naming patterns that update household names when members change. It requires the same add-on.

Why it matters: Donor communications use accurate household names.

What to do: Write your naming rules and set up a template.

Set up Fundraising with an AI agent

An AI agent can turn on Fundraising, assign permission sets, create a default gift designation, and set up related features. It uses the Headless 360 MCP Server, which is in beta.

Why it matters: Initial setup takes fewer manual steps.

What to do: Try it in a sandbox and review every change it makes.

Available beginning the week of October 19, 2026

Standardized grant application reviews

Grantmaking can use Action Plan Templates for multi-stage evaluations and limit reviewers to the sections relevant to them.

Why it matters: Reviews are more consistent and reviewers see only what they need.

What to do: Build an evaluation template for your next grant cycle.

Program Participant Portal template

A new Experience Cloud template gives participants self-service access to programs, applications, benefits, and referrals. It requires the Program and Case Management for Experience Cloud add-on.

Why it matters: Participants can check their status any time and staff field fewer routine calls.

What to do: Create a test site from the template and review it with program staff.