The Spring ’26 release introduces meaningful improvements across administration, AI, Flow, DevOps, and service operations.
For implementation partners and Certinia customers, the real question isn’t “What’s new?”
It’s “How does this change how we design, build, test, and govern solutions?”
The Spring ’26 release continues three clear platform trends:
- AI is becoming structured and configurable
- Governance and security controls are tightening
- Declarative automation is replacing custom code at scale
Below is our perspective on what matters most for implementation teams and Certinia customers.
1. AI Is Becoming Configurable, Not Just Experimental
Spring ’26 advances Agentforce capabilities with:
- Setup with Agentforce (AI-driven setup assistance)
- Agent Script (structured YAML-like configuration for AI agents)
- Expanded Agentforce configuration options
Until now, AI in Salesforce has often felt probabilistic and difficult to govern in enterprise environments. Agent Script introduces structure and predictability, two things implementation partners and compliance-sensitive clients require.
What This Means for Implementations
For Salesforce and Certinia customers:
- AI can now be introduced with tighter control.
- Agent behavior can be structured and versioned.
- AI becomes part of architecture — not an experiment.
At VFP, we see use cases such as:
- Structured case triage in Service environments
- Guided configuration assistance for administrators
- AI-supported knowledge generation with defined boundaries
- Controlled automation in finance and PSA workflows
AI is no longer just a productivity enhancer, it’s becoming part of solution design.
2. Governance & Security Continue to Tighten
Spring ’26 reinforces Salesforce’s push toward enterprise-grade governance:
- My Trust Center for org-specific service health
- Health Check updates, including stronger MFA enforcement visibility
- Enforced escaping of <apex:inputField> elements to prevent XSS
- End of support for legacy host names
- Accessibility enhancements aligned to WCAG 2.2
For organizations running Certinia (PSA, Revenue Recognition, Billing, Financial Management), this matters significantly.
Financial data, billing automation, and revenue processes require audit-readiness and compliance maturity.
What We Recommend Before Go-Live
Implementation and managed services teams should:
- Audit Visualforce pages for XSS compliance
- Review legacy hostname references before cutover
- Incorporate Health Check review into deployment checklists
- Validate MFA posture for regulated environments
- Confirm accessibility alignment for customer-facing portals
These are not just feature upgrades, they are governance checkpoints.
3. DevOps & Testing Efficiency Improve Meaningfully
A few updates stand out for technical delivery teams:
- RunSpecifiedTests test level (beta) to reduce test execution size
- Debug input persistence in Flow
- TypeScript support in Lightning Web Components (developer beta)
In complex Certinia implementations, for example, especially those involving custom Apex, integration layers, multi-entity financial logic, advanced automation, etc., testing cycles can slow velocity.
RunSpecifiedTests allows teams to focus testing on impacted code classes rather than executing large legacy test suites unnecessarily. Over time, this can significantly improve CI/CD efficiency.
TypeScript support modernizes LWC development, increasing maintainability and reducing type-related errors in larger codebases.
For multi-phase programs and managed services clients, these features reduce delivery friction.
4. Flow Continues to Replace Custom Code
Spring ’26 strengthens Flow’s position as the primary automation engine:
- Record-triggered Flow now supports ContentDocument and ContentVersion
- New Message Component for Screen Flows
- Ability to submit approvals without custom buttons via Lightning components
- Debug enhancements that improve build efficiency
For implementation partners, this shift is strategic.
More business logic can now be delivered declaratively, reducing:
- Custom Apex dependencies
- Long-term technical debt
- Upgrade friction
In Certinia environments, we see immediate applications:
- File-triggered automation for invoice attachments
- Budget and project approval routing without custom UI buttons
- Document-generation triggers
- PSA workflow enhancements using Flow rather than code
Declarative-first architecture continues to win.
5. Operational Visibility Improves Across Sales & Service
Several Spring ’26 enhancements improve cross-functional visibility:
- Case Timeline simplifies case context
- Bidirectional milestone visibility improves SLA tracking
- Einstein Conversation Insights stored natively for real-time analytics
- Custom disclaimers on report exports
- Lightning Web Components embedded directly in Dashboards (beta)
For sales and support organizations:
- Case Timeline allows for SLA alignment across related records
- Native conversation insights improve sales forecasting and coaching
- Dashboard extensibility allows deeper operational intelligence
This strengthens executive reporting and customer support oversight.
Our Overall Take
Spring ’26 continues a clear evolution of the Salesforce platform:
- AI becomes structured and governable.
- Security enforcement becomes stricter.
- Declarative automation expands.
- Developer efficiency improves.
- Operational visibility increases.
For implementation partners, this changes how we:
- Architect solutions
- Plan testing cycles
- Govern AI usage
- Reduce custom code
- Support long-term scalability
Organizations that embrace structured AI, disciplined DevOps, and declarative-first automation will see great success with modernizing their customers’ Salesforce architecture.
Preparing for Spring ’26
If you’re currently implementing Salesforce or Certinia, or planning upgrades, we recommend:
- Conducting a pre-release governance review
- Evaluating opportunities to replace custom code with Flow
- Reviewing DevOps pipelines for test optimization
- Assessing AI configuration strategy before enabling Agentforce broadly
- Confirming compliance alignment before enforcement deadlines
