Evaluate deal health and improve win rates with a structured sales methodology to qualify and manage your opportunities. Define key fields, scoring levels, and guidance so your sales teams follow a consistent process and capture essential deal details.
Where: This change applies to Lightning Experience in Enterprise, Performance, and Unlimited editions with Sales Cloud.
When: Sales Methodology is available on April 04, 2026.
How: From the gear menu, select Salesforce Go, and then search for Sales Methodology. Turn on Sales Methodology and complete the steps.