Salesforce® Winter ’26 Release: Key Updates & Action Items

Prepare for the Salesforce® Winter ’26 Release: Key Updates and What to Do Next

The Salesforce® Winter ’26 release is around the corner, set to begin rolling out in October 2025. This release delivers enhancements across productivity, permissions, AI, automation, and reporting. Each change is designed to help you work smarter, stay secure, and make the most of Salesforce®’s evolving platform.

Here’s everything you need to know about the upcoming changes, along with action items to ensure your organisation is ready.

Key Changes and What They Mean for Your Organisation

1. Sort List Views by Multiple Columns

You can now sort List Views by more than one field (e.g., first by “Status” then by “Close Date”).
Why it matters: This makes it easier to organise and prioritise work when handling large record lists.
What to do: Review key list views and update them to reflect your team’s most useful sorting preferences. Salesforce® Help Article →

2. Keep Report Formatting in Dashboards

Reports added to dashboards now retain their original structure – columns, groups and display settings.
Why it matters: Dashboards finally display reports exactly as you designed them, improving clarity for stakeholders.
What to do: Audit existing dashboards to ensure formatting is optimised for this update. Salesforce® Help Article →

3. Case Custom Reports Now Include Case Team Roles

Reports can now show who worked on a Case, their role, workload and performance.
Why it matters: Provides better visibility into team bandwidth and helps you distribute work fairly, including external partners.
What to do: Update Case reporting to include role-based data for improved management insights. Salesforce® Help Article →

4. Daily Case Email Limit Increase

A single Case can now receive up to 250 emails per day (rolling 24-hour period).
Why it matters: Prevents excessive email floods but still allows high-volume communication.
What to do: Review case escalation and email processes to avoid hitting the new threshold. Salesforce® Help Article →

5. Easier Field Tracking Setup with New Interface

The Field Tracking setup page now includes data classification details and a more intuitive interface.
Why it matters: Simplifies compliance and auditing across all objects.
What to do: Revisit tracked fields and prioritise updates for compliance and governance. Salesforce® Help Article →

6. Unassign Permission Set Licenses Automatically

When a user is removed from a Permission Set or Group, the associated license is also unassigned.
Why it matters: Frees up licenses automatically, helping you avoid hitting allocation limits.
What to do: Review inactive users and let Salesforce® handle license clean-up going forward. Salesforce® Help Article →

7. One-Click Account Research (AI-Powered)

With one click, AI now summarises key Account information including company facts, history, and suggested next steps.
Why it matters: Cuts down manual research time and empowers sales teams with instant insights.
What to do: Train users on how to use AI summarisation effectively within their workflow. Salesforce® Help Article →

8. Improved Error Messages in Screen Flows

Flow Builder now provides warning icons and clearer messages when something is broken or incomplete.
Why it matters: Saves time when troubleshooting automation issues.
What to do: Encourage admins and developers to take advantage of improved diagnostics when building flows.

Key Dates

• Preview Testing: September 13–24, 2025, for sandbox testing.
• Official Rollout: Begins October 3, 2025.

To do: Review the release notes, test updates in your sandbox environment, train relevant teams, and participate in Salesforce®’s preview webinars for live demonstrations.​

By preparing early and staying informed, you can leverage the Salesforce® Winter ’26 release to optimise processes, enhance productivity, and stay ahead of the curve.

If you’d like Mint® to support your organisation in adopting these changes, get in touch with our team today!

Stay prepared. Stay productive. Stay ahead.