Sales Cloud Updates

Einstein Conversation Insights users get AI-generated next steps on the event record in the mobile app once a meeting transcript is available.

Reps can record a voice note right after a meeting in the Salesforce mobile app; transcription happens on-device and the text flows into Einstein Conversation Insights.

Deal risks, methodology scores, contact insights, agent activity, and activity heatmaps now appear directly in the Pipeline Forecasting view.

Reps can edit a contact's opportunity role, department, and notes from the Relationship Map side panel, and remove or restore connections without leaving the map.

Define up to eight coaching competencies and rate rep performance from the Coaching tab on video call records, manually or via an AI coaching agent.

Agentforce Lead Nurturing is renamed Agentforce Engagement, gains an Agent Script based builder in Agentforce Studio, and adds flexible human-approval options for outbound emails.

The prospecting agent can now run on a schedule, prioritize recently engaged contacts, research accounts beyond dedicated prospecting users, and expose its per-session reasoning.

Field sellers can record in-person meetings with the Salesforce mobile app and let Einstein Conversation Insights transcribe them and generate summaries and action items.

Sales goals can now be defined as either a currency amount or a quantity, so you can plan targets like revenue or units sold without workarounds.

The Agentforce sales agent can qualify Contacts and Person Accounts against your ICP, not just Leads, widening the pool of prospects it can work autonomously.

You can now restrict which fields the Sales Management agent is allowed to update on its own by editing the Process Field Update Suggestions flow.

Lightning Sync is being retired and Office 365/Exchange customers need to move to Einstein Activity Capture, with an August 2026 cutoff to migrate.

A unified Engagement History view on opportunity records surfaces emails, form submissions, and webpage activity tied to the related contacts in one place.

Pipeline Inspection now includes an Activity column with a visual heatmap showing inbound and outbound engagement across a rolling 30-day window-at a glance, per opportunity.

Create manual and automatic promotions with discounts on products and categories. Define eligibility rules and sales channels.

Prices recalculate immediately as users edit quotes. Only changed lines are recalculated for faster complex quotes.

Define formulas to calculate discounts and totals through up to 5 levels of quote hierarchy nesting.

Use DRO for any transaction type including dunning and customer service workflows.

Display usage, overages, and prepaid amounts on invoices. Convert usage into tokens and currency.

Increased search limits for filterable attributes. Select more than 20 products simultaneously.

Sales reps can research leads, plan strategies, and update Salesforce records directly within ChatGPT using real-time CRM data.

Central hub for sales reps to see performance, action items, and how Agentforce helps across meetings, opportunities, leads, and more.

Account Plan Objectives can now include records from the entire account hierarchy, not just the directly linked account.

Pull Email Insights into custom report types for Accounts, Leads, Opportunities, and Contacts. Better visibility into customer communications.

ECI data is now stored on the Salesforce platform. Easier reporting, Flow automations, and API access for call analytics.

Add custom disclaimer text to exported reports. Appears after the standard Salesforce disclaimer for compliance requirements.

Embed custom Lightning Web Components in Salesforce Dashboards. Display complex visualizations alongside standard widgets.