Get more value from your Account Research prompts by mapping results to custom text fields on Accounts or Account Plans. Previously, Account Research only saved results in standard Salesforce fields. Now, your reps can populate the exact fields needed for your unique business use cases.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited Editions with the Agentforce for Sales or Industry add-on license or included in Agentforce 1 Sales Edition.
When: This functionality is available beginning April 9, 2026.
How: To map Account Research results to custom text fields, clone or modify record
research prompt templates in Prompt Builder. Account Research supports Text,
TextArea, TextArea Encrypted, TextArea Long,
and TextArea Rich custom field types.