Salesforce Summer ’26: 7 Features Your Users Will Thank You For

Salesforce Summer ’26 release went live in June 2026, and it’s not the kind of release that leads with a splashy platform redesign. Instead, it’s a batch of smaller, practical upgrades, the kind that don’t make headlines but quietly save your users an hour a week once they know they exist.

That’s the catch, though: none of these features announce themselves. Reps and admins won’t stumble onto them by accident. If you want your org to actually benefit, someone has to point them out.

So here are the seven updates worth putting in front of your users this week, what they do, why they matter, and what you need to turn them on.

The problem it solves: Reps think they know who they’ve followed up with. They’re usually wrong. Activity data lives scattered across emails, calls, and calendar invites, and nobody has time to piece it together deal by deal.

What’s new: Pipeline Inspection now has a color-coded Activity column that visualizes engagement over a rolling 30-day window.

To enable it, you will need:

Admin tip: If your org hasn’t turned on Einstein Activity Capture yet, that’s the real prerequisite here, budget time for that setup before promising this to your sales team.

The problem it solves: Report builders have long been stuck choosing one calculated metric per report. Need both a commission rate and a deal-aging number? Too bad, you’d have to build a second formula field on the object just to fit it in.

What’s new: Reports now support two independent row-level formulas side by side, calculated directly in the report, no extra object-level fields required.

This is a small technical tweak, but if your report builders have ever complained about workarounds, this is the fix.

The problem it solves: Sharing a list view used to be all-or-nothing. Either someone had the broad Manage Public List Views permission (which comes with a lot more access than most people need), or they couldn’t touch a shared view at all.

What’s new: Two changes, both aimed at giving teams more control without over-provisioning access:

Why it matters: Team leads can now manage their own shared views without an admin needing to grant them org-wide list view control. That’s a real reduction in admin overhead.

The problem it solves: Approval processes, expense sign-off, discount approval, contract review, usually mean bouncing out of whatever tool you’re working in to go log into Salesforce.

What’s new: Approvals can now be actioned entirely inside Slack.

Requirements:

Admin tip: This is a great one to demo live in a team meeting. Watching an approval get resolved in Slack in under 10 seconds tends to convert skeptics fast.

The problem it solves: Making dashboards match brand guidelines has always meant manually recoloring chart after chart.They are, easy to get inconsistent, and the first thing that goes stale when a company rebrands.

What’s new: Admins can define a brand color theme once and apply it everywhere.

Once users apply it once, they generally don’t go back to manual coloring.

The problem it solves: Opening Slack usually means diving straight into channel noise with no sense of what actually matters today.

What’s new: Today is a personalized, AI-powered landing page that opens when users log into Slack, bringing together:

Heads up: Today’s availability depends on your organization’s Slack plan tier. Check before you promote this org-wide, you don’t want to build hype for a feature half your team can’t access.

The problem it solves: In-person meetings force an awkward trade-off: take notes and half-listen, or stay fully present and lose the details afterward.

What’s new: Using the Salesforce mobile app, reps can record in-person conversations directly on their device. Einstein Conversation Insights then automatically:

Availability: Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales editions.

Requirements: Einstein Conversation Insights access + the Salesforce mobile app

This is one of the more meaningful quality-of-life upgrades for field sales teams in this release, it removes the choice between note-taking and actually listening.

Before you announce all seven features in one email that nobody reads, consider staggering the rollout:

Summer ’26 isn’t a release that reinvents how Salesforce works, it’s a release that removes friction from things your users already do every day, chasing deal activity, building reports, sharing views, approving requests, matching brand colors, starting the workday, and capturing meetings. None of these features will make it into a keynote, but stacked together, they’re the kind of updates that make people quietly stop complaining. If you only have time to roll out a few, start with the Activity Heatmap and Slack approvals, they’re the two most likely to get an immediate “finally” from your team.