Lightning Release v1.42 – Lightning Platform

Product Release Notes – Version 1.42 (Spring 2026)

This release introduces improvements across Account management, Marketing Status tracking, new page layouts & Lightning record pages, scheduling visibility, data quality controls, and automation reliability. Several usability updates and bug fixes are also included to support daily workflows. Technical Release Notes

Marketing Status Framework (New)

A standardized Account Marketing Status framework has been introduced to keep Accounts aligned with lifecycle activity such as inquiries, sales appointments, sales opportunities, and sales.

What this enables

Consistent lifecycle tracking across Accounts
Improved segmentation for marketing automation
Better visibility into customer progression
Configurable Marketing Status Rules for automation alignment

Supporting documentation is available in the Marketing Status article.

New Account List Views for Marketing Status

To improve filtering and reporting, the following list views are now available on Accounts:

Confirmed
Dead
New eLeads
New Leads
No Marketing Status
Past Customers
Pending Confirmation
Rehash
Reset

The Marketing Status column has also been added to the All Accounts list view.

Account Merge Quick Action (New)

Users can now merge two or three Accounts directly from the Account list view.

During the merge process, users can:

Select which values to retain
Combine related attachments
Merge Notes and Activities
Preserve Tasks and Events

Merged records are consolidated under a single Parent Account.

New Lightning Record Pages and Page Layouts

Over the past few years, we’ve significantly expanded our managed package. This includes new fields, deeper relationships, and additional automation designed to support more complex and flexible workflows. While these enhancements added powerful capabilities, the interface has not evolved at the same pace.

As a result, some pages have become cluttered, include outdated or rarely used fields, and no longer reflect how teams actually work day to day. We are focused on closing that gap.

Some Lightning Record Pages in these releases use conditional visibility and dynamic components. If the page is not activated for the correct App and Profile combination, users may not see the updated experience.

Supporting documentation is available in the article here.

Create Contact Quick Action (New)

A new Create Contact quick action replaces the native Salesforce New Contact action.

Benefits

Supports i360 Lightning Record Pages
Allows use of custom fields
Allows use of package fields
Ensures layout consistency across Contact creation

Sales Appointment Cancellation Email Validation

A validation rule now prevents cancellation emails from being sent unless the appointment is marked canceled.

Error message
“You can only send a cancellation email if the appointment is marked as canceled.”

This improves communication accuracy and prevents unintended notifications.

Product Material Active Field (New)

An Active checkbox has been added to the Product Material object.

Behavior

Defaults to TRUE for new materials
Visible in Compact Layout and Page Layout
Displayed during material assignment on Product records
Only active materials generate Job Material records when creating Quote Items

Historical data remains unchanged.

Staff Calendar Scheduling Filter (Enhancement)

A new checkbox filter allows users to hide non-schedulable Project Activities from the Staff Calendar.

Location:
Filter Calendar Items → Hide Non-Schedulable Project Activities

Default setting: unchecked

Event Deletion Support in Flows (Enhancement)

A new global invocable Apex method allows Flows to delete Events even when the running user is not the owner or higher in the role hierarchy.

This resolves automation limitations caused by Salesforce permission restrictions.

Sales Appointment Assignment Status Fix (Bug Fix)

The assignment detection logic in the Sales Appointment Status Detail flow has been corrected.

The flow now evaluates:

Sales_Rep_1__c
Sales_Rep_2__c

instead of relying on Assigned_On__c, which previously executed after the flow in Salesforce’s order of execution.

eLead Conversion Validation Fix (Bug Fix)

Resolved an issue where duplicate rules triggered validation errors during eLead conversion when matching non-primary Contacts.

Lead Source Merge (New)

Users can now merge duplicate Lead Source records.

The merge process:

Preserves existing data
Reassigns related records
Prevents reporting inconsistencies
Maintains Sales Opportunities and Sales Appointment relationships

How to get to the merge functionality: App Launcher > Merge Lead Source Records

Automatic “Set Appointment” Task Creation for Inquiries

Automation now creates a Set Appointment Task when an Inquiry is created for Accounts not marked Not Qualified.

Task details:

Type: Set Appointment
Assigned To: Inquiry Owner
Related To: Inquiry
Name: Contact
Status: Not Started
Subject: Set Appointment – Account Name

Controlled by trigger setting:
Create Set Appointment Tasks – Inquiry (default: FALSE)

Prevent Sales Opportunities for Not Qualified Accounts

A validation rule now blocks creation of Sales Opportunities when the related Account is marked Not Qualified.

This helps maintain pipeline accuracy.

Staff Calendar Improvements (Enhancements + Fixes)

Updates include:

Ability to modify Staff Calendar Event Tile field sets without errors
Hover display improvements
New Assigned To formula field for cleaner display formatting

Estimator Integration Comments Fix

Comments from integrations such as:

OneClick
Sales Pro
Vendo

are now appended instead of overwritten. Each entry also includes its source label.

Example:
“Vendo: Customer requested a morning appointment”

Loan and Quote Item Resulting Flow Fix

Resolved an error occurring when the resulting flow processed more than 50,000 Loan or Quote Item records.

Sales Tax Rate - Update Sale Trigger and Project Price Description and Help Text

Added automation to automatically update the Project Price when the Sale’s Sales Tax Rate changes, so taxable items always use the correct tax rate.
Updated the Project Price field help text and description

Project Activity Predecessor Status Field (New)

A new formula field improves:

Reporting
automation logic
list view filtering
UI clarity

for Project Activity dependencies.

Fundbox Financing Integration

improveit 360 Lending, powered by Fundbox gives you access to working capital to help fund materials, pay crews, and keep jobs moving—without waiting on customer payments. To find out more please visit: Fundbox: improveit 360 Lending

This helps users:

improve liquidity
fund job execution
manage cash flow more effectively

Acorn Financing Integration

Acorn Finance is now integrated into sales workflows. Please visit this article for Setup Instructions.

Benefits include:

consumer financing at point of sale
higher close rates
increased job size potential
simplified onboarding via Welcome Hub

Lightning UI Updates for SLDS 2 and Dark Mode

All LWC and Aura components were reviewed and updated to ensure compatibility with:

SLDS 2 styling
Dark Mode display

Visual inconsistencies and styling conflicts were corrected.

Enable Dark Mode for the Org (Make It Available)

Dark mode must be enabled in User Interface Settings first.

Steps

Go to Setup
Search: User Interface
Open User Interface
Enable:

Enable Dark Mode (Lightning Experience)

Save

This makes dark mode selectable by users.

Enable Dark Mode for a Specific User

After the org-level setting is enabled:

Steps (as the user)

Click Avatar (top-right corner)
Select Appearance
Choose:

Dark Mode

Optional:

Match System Setting
Light Mode
Dark Mode

Selection applies immediately.

Enabled Reparenting on Custom Objects

Reparenting is now supported on several custom objects, improving record management flexibility and data correction workflows.

Examples include:

Commission Adjustments
Lead Source Costs
Loan Options
Payments
Project Template Activities
Quote Items
Quote Template Items
Sale Items
Sales Opportunities
Project Costs