Summer 2025 Release Notes

2025 Summer

07/07/2025 2.9.0

Enhancements

  • Master Service Agreement (MSA) feature added.
  • Routines now stored using Custom Metadata instead of Static Resources.
  • Improved routine saving, importing speed and performance.
  • List View Layout Buttons will be deleted when its corresponding “From ListView” Routine is deleted.
  • Studio now supports inline editing of Routines’ Name and Description.
  • When using Search bar, search terms are now in bold in Studio and file browser.
  • New Destination option: “Related record” for both single and multiple record merges.
    • “Recently Viewed” options added to template file and record lookups.
    • FormatDate() function is now supported for Current Date/Time in input fields that support merge fields.
  • The function must have an empty field in the form of {{FormatDate(,“format”)}}
    • Example formats: “yyyy-MM-dd”, “HH:mm:ss”, “MMMM d, yyyy”, “dd/MM/yyyy HH:mm:ss”
  • “Launch Screen Flow” Backup Dancer Improvements
    • Multiple Screen Flows can now run from a checkbox merge (Paid Editions)
    • Flows will run sequentially after all merges and previews are complete
  • Images can now be merged in headers, footers, footnotes, and endnotes.
  • “Send Email” Backup Dancer Improvements
    • Added CC and BCC Address fields
    • Email subjects for HTML Templates can now use merge fields.(Only Available in Performance Edition)
  • Helpful UI & Accessibility
    • Preview rendering now includes a progress bar.
    • Improved Assistive Technology Support (Screen Readers).
    • Upgraded to Accessibility Standards.
    • Enhanced keyboard navigation supported.
    • Standard keys are supported: Tab, Shift + Tab, Arrow keys, Enter, Space, Escape
    • Alt + click the Routine ID (if displayed on component) to open the Routine in Studio directly.
    • Alt + Shift + click redirects to the Templates page of the Routine.
    • New file browser icons using a clean grid system.
    • Search terms now highlighted in Routine and File browser lists.
    • Minor UI and loading time improvements.
      • Alert & Error messages updated for better troubleshooting.
      • Tooltips added and existing updated.
      • Increased timeout for using Setup page for previews and saving large files.
      • Mobile experience improved with clear alert messaging.
    • Event hooks added: mergecomplete & mergestart for JS integrations.
    • Updated translations
      • Polish(Polski) Language Supported
      • German(Deutsch) Language Supported

Features

  • Update to Relationships – supports multi-level related lists and unrelated lists queries. (Only Available in Performance Edition)
    • Four levels of related lists on the primary object are supported through Studio UI
    • Three levels of related lists on an unrelated list object are supported through Studio UI
    • Deeper levels require manual configuration by exporting and importing the Routine
  • New Merge Option: Combine Templates into a Single Document. (Only Available in Performance Edition)
    • User can select templates checkboxes to combine into a single document
    • Single record and multi-record merges are supported
    • Single Document for multi-record merges can be grouped by either template or record
  • Customization of Mambo Merge Component (Only Available in Performance Edition)
    • Style button with background color, text color, border color, and icon
    • Customized Footer is now controlled via the Routine
    • Custom Header is now supported
  • Added URL-addressable functionality
    • Relative URL (case-sensitive): “http://{Your-Salesforce-Domain}/lightning/cmp/mambo__mamboMerge?mambo__templateId={routineId}”

Fixes

  • Resolved apostrophe handling in filters (initially reported in “Record Where” filters).
  • “From List View” Routine button creation for Custom Objects.
  • Template Builder Clipboard now correctly copies merge fields when not empty.
  • Bullet point of rich text fields output with uniformed size.
  • Template Builder Clipboard now correctly copies merge fields when not empty.