Release Notes

You can now trigger a workflow for multiple Company or Custom Object records at once from the list view. Select the records, click Trigger Automation, choose a published workflow applicable to that object, and confirm. Progress and record-level results appear in Bulk Actions.

See Trigger automation in bulk for companies and custom objects.

Numeric and monetary custom fields on Contacts and Opportunities can now be used as metrics in Dashboard widgets, Custom Reports, and the Custom Metric module. Select the field in the Field dropdown and choose an aggregation — Sum, Min, Max, or Average — and the widget or report shows the aggregated value live.

Newly created numeric or monetary custom fields appear in the metric picker automatically, so no setup is required. See Use custom fields as metrics in dashboards and reports.

Meta has discontinued the Instagram Explore Feed ad placement, so it is no longer available as an option when you create a campaign.

Existing published campaigns with Explore enabled stay live, and the transition happens automatically in the background — no action is needed. Draft campaigns have Explore removed automatically when the ad set is saved, and delivery shifts to other eligible placements.

Badges can now be issued automatically and used to trigger follow-up work through Workflows. Two new capabilities are available: the Issue Badge action issues a selected badge when the workflow's conditions are met, and the Badge Issued trigger starts a workflow after a badge is issued.

After a badge is issued, the triggered workflow can send a message or email, update a contact, or start another automation. Add Issue Badge to a workflow and choose a badge template from the required Templates dropdown; the selected template is sent as an email, and some custom values may go blank, so recheck the template before sending. Publish the workflow for it to run.

The AI Agent Action in Workflows now supports Anthropic and Google models alongside OpenAI. The model picker groups models by provider, marks reasoning-capable models with a thinking chip, and gives each model a short description of its intended use.

• Anthropic: Claude Opus 5, Claude Sonnet 5, Claude Haiku 4.5

• Google: Gemini 3.6 Flash, Gemini 3.1 Pro Preview

• OpenAI: GPT-5.6 Luna, GPT-5.6 Tera, GPT-5.6 Sol, GPT-5 Nano

Set reasoning effort to Low, Medium, or High from the same dropdown; the control is available only for models that support thinking. Higher effort gives deeper reasoning for complex tasks, and lower effort gives faster responses for simpler ones. Combined with earlier token optimization, the same task can run up to 50% cheaper.

You can now schedule when a form, survey, or quiz opens and closes, so it automatically starts accepting submissions at the opening time and stops accepting them after it closes. Set this on the experience's Settings tab.

Choose Right away or a specific date for when it opens, and Never or a specific date for when it closes, and select the timezone for the schedule. Before it opens and after it closes, visitors see a page you customize or are redirected to a link you choose, and you can preview the page they will see when the experience is unavailable. When scheduling is off, forms, surveys, and quizzes work as before.

See Close or shut off a form for full details.

You can now save a QR code to a digital wallet pass in Apple Wallet or Google Wallet and present it for scanning on your phone.

In the final step of the QR Code Builder, select the option to add the QR code to a digital wallet, then scan the new QR code that appears with your phone. The pass is added to Apple Wallet or Google Wallet depending on your device, and works with both existing and newly created QR codes. Wallet passes include contextual details such as the QR type, location, and destination. Apple Wallet and Google Wallet passes have different designs because the platforms support different configurations; a profile image can appear in an Apple Wallet pass, while Google Wallet does not currently support that.

See Create and download a QR code for details.

Workflow dynamic values now appear as chips in text fields so you can tell them apart from static text, with quick-add and edit built into the interface.

Type / in a workflow text field to search for and insert a custom value. Click an existing chip to replace it with another value in the same position; a chip shown in red is stale or unrecognized and must be replaced with a recognized custom value. This is a visual change only — existing custom values are not changed, and how custom values are rendered and resolved during workflow execution does not change.

See Insert and edit dynamic values in workflow text fields for details.

You can now insert array and list values directly into workflow text fields, such as an order's line items or an Inbound Webhook list, instead of leaving them as raw, hard-to-read data.

Select a list-type value in the custom value picker and an inline form opens in the field. Choose the field to extract from each list item, then format the list as comma-separated, bulleted, numbered, or with a custom separator, and set an optional empty-list fallback. Preview the result and click Insert. Formatting rules are saved with the custom value, and the latest list renders each time the workflow runs. List-formatting controls appear only when the workflow detects a list-type output in the execution context.

See Insert and edit dynamic values in workflow text fields for details.

Available in Labs, you can now group related tags into categories and assign a color to each tag. Every tag belongs to a category; tags without an assigned category appear under No category. Create categories, move an individual tag or multiple tags at once between categories, and assign a color from the predefined list or a custom color from the picker. Tags without a selected color use gray.

Existing tags start in gray under No category and can be recolored or moved later. Deleting a category automatically moves its tags to No category. Tag colors appear when adding tags from the contact details page and when viewing tags in Smart List columns.

See Working with Contact Tags for details.

Paste a supported link, such as a YouTube or Loom URL, directly into a Community post or comment and a rich preview is generated automatically — no additional setup is needed. Supported videos can be played directly from the feed without opening a new tab.

Mention an event in a post to automatically generate an interactive event preview card showing the event name, date, time, price, and status. Members can register or RSVP directly from the card without opening the Events page.

See Community Events and Add Content to Communities for details.

Community admins and owners can now rearrange, rename, and disable the tabs in a group. Drag tabs using the handle on the left to reorder them, click the edit icon next to any tab to enter a custom label, and toggle tabs on or off with their switches. Discussion and About cannot be disabled, and custom tab names display exactly as entered and are not translated.

Select Save to apply the change; the updated tab layout is reflected immediately for all members and persists across sessions.

See Customize navigation tabs in Community groups for the full setup.