Sales Cloud Release Notes

This release is in preview

Note: This release is in preview. Features described in this document don't become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can't guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in Salesforce applications and documentation. Learn about the latest features and updates to supercharge sales team productivity and operations. The Summer ’26 release includes updates and announcements happening from May through August 2026.

May 2026

FEATURE AREA | RELEASE NOTE

Agentforce Customer Engagement | Boost Prospect Conversion with Group Calendar Availability Change Inbound Lead Generation and Lead Nurturing Agent Behavior Faster Continue Lead Engagement with Agent Handoff Qualify Contacts and Person Accounts with Agentforce

• Boost Prospect Conversion with Group Calendar Availability
• Change Inbound Lead Generation and Lead Nurturing Agent Behavior Faster
• Continue Lead Engagement with Agent Handoff
• Qualify Contacts and Person Accounts with Agentforce

Agentforce Sales Management | A New Permission Set Was Added to the Sales Management User Permission Set Group Control Which Fields Receive Autonomous Updates

• A New Permission Set Was Added to the Sales Management User Permission Set Group
• Control Which Fields Receive Autonomous Updates

Einstein Conversation Insights | Drive Productivity and CRM Automation with Einstein Conversation Insights Data Moving to the Salesforce Platform

• Drive Productivity and CRM Automation with Einstein Conversation Insights Data Moving to the Salesforce Platform

Email Configuration | Verify Your Email Domain Ownership Keep Email Flowing for Users with Unverified Domains Check Your Domain’s Verification Status Adopt Authorized Email Domains (Release Update) DKIM Signatures Protect the Reply-To Header

• Verify Your Email Domain Ownership
• Keep Email Flowing for Users with Unverified Domains
• Check Your Domain’s Verification Status
• Adopt Authorized Email Domains (Release Update)
• DKIM Signatures Protect the Reply-To Header

Einstein Activity Capture | Upgrade Microsoft 365 Authentication in Einstein Activity Capture to Microsoft Graph Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirement

• Upgrade Microsoft 365 Authentication in Einstein Activity Capture to Microsoft Graph
• Prepare for Activity 360 Reporting, Activity Metrics, and Activities Analytics Dashboard Retirement

Lightning Sync | Migrate from Lightning Sync with Microsoft® Exchange Web Services to Einstein Activity Capture Before August 2026 Prepare for the Lightning Sync Retirement and Migrate to Einstein Activity Capture

• Migrate from Lightning Sync with Microsoft® Exchange Web Services to Einstein Activity Capture Before August 2026
• Prepare for the Lightning Sync Retirement and Migrate to Einstein Activity Capture

Pipeline Inspection | Gauge Relationship Health Quickly in Pipeline Inspection

• Gauge Relationship Health Quickly in Pipeline Inspection

Sales Engagement | Sales Engagement Data Is Now Native to The Salesforce Platform

• Sales Engagement Data Is Now Native to The Salesforce Platform

Salesforce for Outlook | Salesforce for Outlook Is Being Retired in December 2027

• Salesforce for Outlook Is Being Retired in December 2027

Salesforce Inbox | Upgrade Microsoft 365 Authentication in Inbox to Microsoft Graph

• Upgrade Microsoft 365 Authentication in Inbox to Microsoft Graph

Salesforce Maps and Salesforce Maps Advanced | Customize Route Optimization with Advanced Routing Profiles

• Customize Route Optimization with Advanced Routing Profiles

Sales Performance Management | Differentiate Sales Goals with Currency and Quantity Targets

• Differentiate Sales Goals with Currency and Quantity Targets

Territory Planning | Prevent Rule Conflicts with Enhanced Segment Rule Visibility Work Faster with a Modernized Territory Planning Interface

• Prevent Rule Conflicts with Enhanced Segment Rule Visibility
• Work Faster with a Modernized Territory Planning Interface

Other Changes in Sales | Salesforce to Salesforce Is Being Retired (Release Update)

• Salesforce to Salesforce Is Being Retired (Release Update)

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Agentforce Pipeline Management

Control Which Fields Receive Autonomous Updates

Agentforce Qualification

Qualify Contacts and Person Accounts with Agentforce

Einstein Activity Capture

Access More Einstein Activity Capture Standard Seats

Email Configuration

DKIM Signatures Protect the Reply-To Header

Other Changes in Sales

Update Tasks and Events in Lightning Web Components with the User Interface API

Pipeline Inspection

Standardize Deal Qualification with Sales Methodology

Agentforce Sales Management

A New Permission Set Was Added to the Sales Management User Permission Set Group

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FEATURE AREA

RELEASE NOTE

Einstein Activity Capture

Set Unique Thresholds for Automatic Contact Creation from Emails and Events Enhance Contact Records Automatically with Sync Email as Salesforce Activity Automatically Relate New Contacts to Past Email and Event Records with Sync Email as Salesforce Activity Event Data Is Now Stored on the Salesforce Platform

• Set Unique Thresholds for Automatic Contact Creation from Emails and Events
• Enhance Contact Records Automatically with Sync Email as Salesforce Activity
• Automatically Relate New Contacts to Past Email and Event Records with Sync Email as Salesforce Activity
• Event Data Is Now Stored on the Salesforce Platform

Lightning Sync for Microsoft® Exchange®

Prepare Lightning Sync for Microsoft Exchange Web Services (EWS) Retirement

• Prepare Lightning Sync for Microsoft Exchange Web Services (EWS) Retirement

Agentforce for Sales

Change Inbound Lead Generation and Lead Nurturing Agent Behavior Faster Boost Prospect Conversion with Group Calendar Availability

• Change Inbound Lead Generation and Lead Nurturing Agent Behavior Faster
• Boost Prospect Conversion with Group Calendar Availability

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Einstein Activity Capture

Set Unique Thresholds for Automatic Contact Creation from Emails and Events Enhance Contact Records Automatically with Sync Email as Salesforce Activity Automatically Relate New Contacts to Past Email and Event Records with Sync Email as Salesforce Activity Event Data Is Now Stored on the Salesforce Platform

• Set Unique Thresholds for Automatic Contact Creation from Emails and Events
• Enhance Contact Records Automatically with Sync Email as Salesforce Activity
• Automatically Relate New Contacts to Past Email and Event Records with Sync Email as Salesforce Activity
• Event Data Is Now Stored on the Salesforce Platform

Agentforce for Sales

Change Inbound Lead Generation and Lead Nurturing Agent Behavior Faster Boost Prospect Conversion with Group Calendar Availability

• Change Inbound Lead Generation and Lead Nurturing Agent Behavior Faster
• Boost Prospect Conversion with Group Calendar Availability

Prospecting Agents

Generate Prospects with Prospecting Agents

• Generate Prospects with Prospecting Agents

Email Configuration

Check Your Domain’s Verification Status Send Email for Users with an Unverified Email Domain

• Check Your Domain’s Verification Status
• Send Email for Users with an Unverified Email Domain

Einstein Conversation Insights

Use Call Summaries and Generative Insights Across All Calls Get Transcripts and ECI Features for In-Person Meetings Use Einstein Conversation Insights with Starter and Pro Suite

• Use Call Summaries and Generative Insights Across All Calls
• Get Transcripts and ECI Features for In-Person Meetings
• Use Einstein Conversation Insights with Starter and Pro Suite

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Agentforce Sales App in ChatGPT (Beta)

• Control User Access to the Agentforce Sales App in ChatGPT (Beta)

Agentforce Lead Nurturing

Confirm the Voice, Tone, and Personalization of Agent Emails Before They are Sent

• Confirm the Voice, Tone, and Personalization of Agent Emails Before They are Sent

Lightning Sync for Microsoft® Exchange®

Prepare Lightning Sync for Microsoft Exchange Web Services (EWS) Retirement

• Prepare Lightning Sync for Microsoft Exchange Web Services (EWS) Retirement

Agentforce Sales Management

Sales Management User Permission Set Group Has Changes

• Sales Management User Permission Set Group Has Changes

Outlook Integration

Access Agentforce from Your Outlook Integration

• Access Agentforce from Your Outlook Integration

Einstein Conversation Insights

Get More ECI Licenses Automatically with Enterprise Edition Use Call Transcripts from Gong

• Get More ECI Licenses Automatically with Enterprise Edition

• Use Call Transcripts from Gong

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Learn about the latest features and updates to grow your pipeline and increase the efficiency of your sales teams. Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation.

Sales Features Released by Month

Many Sales features and changes are released as often as monthly, so check back again for the latest updates. The Spring ’26 release includes updates happening from January 2026 through April 2026.

AI Agents for Sales

Scale your sales team by using sales agents.

Einstein for Sales

Check out the new Einstein for Sales features.

Sales Fundamentals

Simplify the setup of basic features and AI-agents for your sales teams with just a few clicks.

Einstein Conversation Insights

Get your generative AI features bundled together with Generative ECI, which combines the call summary and generative conversation insight capabilities under a single feature. We’re also making speedy call processing more widely available with Vendor Transcript Processing. If you have Salesforce 1 Sales Edition, access deal closing recaps. More ECI data is available on the Salesforce Platform. Your sales teams can use call transcripts from Gong with ECI. And we’ve improved participant matching for Microsoft Teams video calls.

Sales Engagement

TBD

Revenue Intelligence

TBD

Salesforce Forecasting

TBD

Pipeline Inspection

TBD

Sales Programs and Partner Tracks with Enablement

Drive revenue growth for sales territories, and manage users for your Enablement programs efficiently.

Sales Performance Management

Refine territory design in complex markets by assigning shared boundaries to multiple sales areas. Distribute financial targets directly to accounts while accounting for existing bottom-up goals. Plus, streamline the sales planning process by generating quota plans based on territory alignments to keep data synchronized.

Email, Calendar, and Integrations

Adopt authorized email domains. Accurately monitor event and email syncing with detailed insights and reports. Capture and report on email as an activity with the Sync Email as Salesforce Activity feature. Prepare for the retirement of Exchange Web Services and its impact on email-related features and products. Salesforce for Outlook retires in December 2027.

Sales Cloud Everywhere

TBD

Sales Cloud on Mobile

TBD

Other Changes in Sales

Review and anticipate other changes that can impact your sales team.

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Boost your sales teams’ results with new features across Sales Cloud.

• Agentforce for Sales
  Scale your sales team by using sales agents.

• Einstein for Sales
  Check out the new Einstein for Sales features.

• Sales Fundamentals
  Get AI-generated summaries of accounts, contacts, leads, and opportunities.

• Guide Your Day with AI-Driven Sales Workspace
  Give sellers clarity on their goals and help them take the right actions faster with a consolidated workspace that surfaces key metrics, AI-driven recommendations, and actionable insights in one place. When you turn on Sales Workspace, it replaces the traditional Seller Home to provide a smarter, more proactive daily selling experience.

• Einstein Conversation Insights
  Einstein Conversation Insights (ECI) users can now search call transcripts for relevant information. Salesforce admins can also set up ECI with ease in Go. Make use of pre-made flows to generate emails. Use invocable actions to get conversation intelligence information and quick access to call transcripts. And see more information about your rep and customer questions in Sales Signals.

• Salesforce Forecasting
  Get more precise and flexible forecasts for your ramp and consumption-based business. Sales teams can now see scheduled revenue reflected in the correct forecast period and align consumption forecasts with custom fiscal calendars. Additionally, Consumption Forecasting is now supported in companion orgs that connect to a shared Data Cloud Home Org.

• Sales Performance Management
  In Salesforce Maps, improve efficiencies when you track time sheets on a dashboard for your direct reports in the field and those who roll up to them. Within Sales Planning, get quick, summarized details about sales plans and territory optimizations, as well as build segments aligned with your business by using embedded artificial intelligence. Increase the likelihood of achieving sales targets when you allocate them within your sales hierarchy. And design territories that include a variety of boundary types when using live Salesforce data.

• Email, Calendar, and Integrations
  Capture and report on email as an activity with the Sync Email as Salesforce Activity feature. Match a synced email to the most relevant records with the new Activities: Match Email to Records flow. Prepare for service account OAuth 2.0 retirement by upgrading to org-level OAuth 2.0 authentication. Salesforce for Outlook retires in December 2027.

• New Sales Dialer Licenses Are No Longer Available
  New Sales Dialer licenses aren’t available for customers to purchase. We are planning to retire features and functionality for the product in the future.

Original source

Agentforce for Sales

• Scale your sales team by using sales agents.

Einstein for Sales

• Check out the new Einstein for Sales features.

Sales Fundamentals

• Get AI-generated summaries of accounts, contacts, leads, and opportunities.

Einstein Conversation Insights

• Einstein Conversation Insights (ECI) users can now search call transcripts for relevant information. Salesforce admins can also set up ECI with ease in Go. Make use of pre-made flows to generate emails. Use invocable actions to get conversation intelligence information and quick access to call transcripts. And see more information about your rep and customer questions in Sales Signals.

Salesforce Forecasting

• Get more precise and flexible forecasts for your ramp and consumption-based business. Sales teams can now see scheduled revenue reflected in the correct forecast period and align consumption forecasts with custom fiscal calendars. Additionally, Consumption Forecasting is now supported in companion orgs that connect to a shared Data Cloud Home Org.

Sales Performance Management

• In Salesforce Maps, improve efficiencies when you track time sheets on a dashboard for your direct reports in the field and those who roll up to them. Within Sales Planning, get quick, summarized details about sales plans and territory optimizations, as well as build segments aligned with your business by using embedded artificial intelligence. Increase the likelihood of achieving sales targets when you allocate them within your sales hierarchy. And design territories that include a variety of boundary types when using live Salesforce data.

Email, Calendar, and Integrations

• Capture and report on email as an activity with the Sync Email as Salesforce Activity feature. Match a synced email to the most relevant records with the new Activities: Match Email to Records flow. Prepare for service account OAuth 2.0 retirement by upgrading to org-level OAuth 2.0 authentication. Salesforce for Outlook retires in December 2027.

Original source